Resolve merge conflicts from enterprise_sprint branch
diff --git a/erpnext/accounts/doctype/account/account.json b/erpnext/accounts/doctype/account/account.json
index 7e118f0..de28a59 100644
--- a/erpnext/accounts/doctype/account/account.json
+++ b/erpnext/accounts/doctype/account/account.json
@@ -1,711 +1,738 @@
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{
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+ "fieldtype": "Select",
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- },
+ },
{
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- "allow_on_submit": 0,
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+ },
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- },
+ },
{
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- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "old_parent",
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- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Old Parent",
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+ "fieldname": "old_parent",
+ "fieldtype": "Data",
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+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
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+ "in_standard_filter": 0,
+ "label": "Old Parent",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "print_hide": 1,
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+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "icon": "fa fa-money",
- "idx": 1,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2018-04-04 03:23:20.011949",
- "modified_by": "Administrator",
- "module": "Accounts",
- "name": "Account",
- "owner": "Administrator",
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "icon": "fa fa-money",
+ "idx": 1,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-07 15:37:25.962506",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Account",
+ "owner": "Administrator",
"permissions": [
{
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- "role": "Sales User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
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+ "delete": 0,
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+ "set_user_permissions": 0,
+ "share": 0,
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"write": 0
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+ },
{
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"write": 0
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{
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+ "role": "Accounts Manager",
+ "set_user_permissions": 1,
+ "share": 1,
+ "submit": 0,
"write": 1
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 0,
- "search_fields": "account_number",
- "show_name_in_global_search": 1,
- "sort_order": "ASC",
- "track_changes": 1,
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "search_fields": "account_number",
+ "show_name_in_global_search": 1,
+ "sort_order": "ASC",
+ "track_changes": 1,
"track_seen": 0
}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/account/chart_of_accounts/verified/in_standard_chart_of_accounts.json b/erpnext/accounts/doctype/account/chart_of_accounts/verified/in_standard_chart_of_accounts.json
index bc7f965..2ec0b7f 100644
--- a/erpnext/accounts/doctype/account/chart_of_accounts/verified/in_standard_chart_of_accounts.json
+++ b/erpnext/accounts/doctype/account/chart_of_accounts/verified/in_standard_chart_of_accounts.json
@@ -147,8 +147,9 @@
}
},
"Duties and Taxes": {
- "account_type": "Tax",
- "is_group": 1
+ "TDS": {
+ "account_type": "Tax"
+ }
},
"Loans (Liabilities)": {
"Secured Loans": {},
diff --git a/erpnext/accounts/doctype/account/chart_of_accounts/verified/standard_chart_of_accounts.py b/erpnext/accounts/doctype/account/chart_of_accounts/verified/standard_chart_of_accounts.py
index e0d8149..161e52a 100644
--- a/erpnext/accounts/doctype/account/chart_of_accounts/verified/standard_chart_of_accounts.py
+++ b/erpnext/accounts/doctype/account/chart_of_accounts/verified/standard_chart_of_accounts.py
@@ -64,7 +64,10 @@
},
_("Accumulated Depreciation"): {
"account_type": "Accumulated Depreciation"
- }
+ },
+ _("CWIP Account"): {
+ "account_type": "Capital Work in Progress",
+ }
},
_("Investments"): {
"is_group": 1
@@ -82,6 +85,9 @@
_("Cost of Goods Sold"): {
"account_type": "Cost of Goods Sold"
},
+ _("Expenses Included In Asset Valuation"): {
+ "account_type": "Expenses Included In Asset Valuation"
+ },
_("Expenses Included In Valuation"): {
"account_type": "Expenses Included In Valuation"
},
@@ -147,6 +153,9 @@
_("Stock Received But Not Billed"): {
"account_type": "Stock Received But Not Billed"
},
+ _("Asset Received But Not Billed"): {
+ "account_type": "Asset Received But Not Billed"
+ }
},
_("Duties and Taxes"): {
"account_type": "Tax",
diff --git a/erpnext/accounts/doctype/account/chart_of_accounts/verified/standard_chart_of_accounts_with_account_number.py b/erpnext/accounts/doctype/account/chart_of_accounts/verified/standard_chart_of_accounts_with_account_number.py
index df7853f..6c83e3b 100644
--- a/erpnext/accounts/doctype/account/chart_of_accounts/verified/standard_chart_of_accounts_with_account_number.py
+++ b/erpnext/accounts/doctype/account/chart_of_accounts/verified/standard_chart_of_accounts_with_account_number.py
@@ -87,6 +87,10 @@
"account_type": "Accumulated Depreciation",
"account_number": "1780"
},
+ _("CWIP Account"): {
+ "account_type": "Capital Work in Progress",
+ "account_number": "1790"
+ },
"account_number": "1700"
},
_("Investments"): {
@@ -110,6 +114,10 @@
"account_type": "Cost of Goods Sold",
"account_number": "5111"
},
+ _("Expenses Included In Asset Valuation"): {
+ "account_type": "Expenses Included In Asset Valuation",
+ "account_number": "5112"
+ },
_("Expenses Included In Valuation"): {
"account_type": "Expenses Included In Valuation",
"account_number": "5118"
@@ -230,6 +238,10 @@
"account_type": "Stock Received But Not Billed",
"account_number": "2210"
},
+ _("Asset Received But Not Billed"): {
+ "account_type": "Asset Received But Not Billed",
+ "account_number": "2211"
+ },
"account_number": "2200"
},
_("Duties and Taxes"): {
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/accounts/doctype/accounting_period/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/accounts/doctype/accounting_period/__init__.py
diff --git a/erpnext/accounts/doctype/accounting_period/accounting_period.js b/erpnext/accounts/doctype/accounting_period/accounting_period.js
new file mode 100644
index 0000000..e3d805a
--- /dev/null
+++ b/erpnext/accounts/doctype/accounting_period/accounting_period.js
@@ -0,0 +1,24 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Accounting Period', {
+ onload: function(frm) {
+ if(frm.doc.closed_documents.length === 0 || (frm.doc.closed_documents.length === 1 && frm.doc.closed_documents[0].document_type == undefined)) {
+ frappe.call({
+ method: "get_doctypes_for_closing",
+ doc:frm.doc,
+ callback: function(r) {
+ if(r.message) {
+ cur_frm.clear_table("closed_documents");
+ r.message.forEach(function(element) {
+ var c = frm.add_child("closed_documents");
+ c.document_type = element.document_type;
+ c.closed = element.closed;
+ });
+ refresh_field("closed_documents");
+ }
+ }
+ });
+ }
+ }
+});
diff --git a/erpnext/accounts/doctype/accounting_period/accounting_period.json b/erpnext/accounts/doctype/accounting_period/accounting_period.json
new file mode 100644
index 0000000..ed30b83
--- /dev/null
+++ b/erpnext/accounts/doctype/accounting_period/accounting_period.json
@@ -0,0 +1,349 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "field:period_name",
+ "beta": 0,
+ "creation": "2018-04-13 18:50:14.672323",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "period_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Period Name",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "start_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Start Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "end_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "End Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_4",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Status",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Open\nClosed",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_7",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "closed_documents",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Closed Documents",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Closed Document",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-13 19:14:47.593753",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Accounting Period",
+ "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": 1,
+ "delete": 1,
+ "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": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/accounting_period/accounting_period.py b/erpnext/accounts/doctype/accounting_period/accounting_period.py
new file mode 100644
index 0000000..32441db
--- /dev/null
+++ b/erpnext/accounts/doctype/accounting_period/accounting_period.py
@@ -0,0 +1,54 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+
+class AccountingPeriod(Document):
+ def validate(self):
+ self.validate_overlap()
+
+ def before_insert(self):
+ self.bootstrap_doctypes_for_closing()
+
+ def autoname(self):
+ company_abbr = frappe.db.get_value("Company", self.company, "abbr")
+ self.name = " - ".join([self.period_name, company_abbr])
+
+ def validate_overlap(self):
+ existing_accounting_period = frappe.db.sql("""select name from `tabAccounting Period`
+ where (
+ (%(start_date)s between start_date and end_date)
+ or (%(end_date)s between start_date and end_date)
+ or (start_date between %(start_date)s and %(end_date)s)
+ or (end_date between %(start_date)s and %(end_date)s)
+ ) and name!=%(name)s and company=%(company)s""",
+ {
+ "start_date": self.start_date,
+ "end_date": self.end_date,
+ "name": self.name,
+ "company": self.company
+ }, as_dict=True)
+
+ if len(existing_accounting_period) > 0:
+ frappe.throw("Accounting Period overlaps with {0}".format(existing_accounting_period[0].get("name")))
+
+ def get_doctypes_for_closing(self):
+ docs_for_closing = []
+ #if not self.closed_documents or len(self.closed_documents) == 0:
+ doctypes = ["Sales Invoice", "Purchase Invoice", "Journal Entry", "Payroll Entry", "Bank Reconciliation", "Asset", "Purchase Order", "Sales Order", "Leave Application", "Leave Allocation", "Stock Entry"]
+ closed_doctypes = [{"document_type": doctype, "closed": 1} for doctype in doctypes]
+ for closed_doctype in closed_doctypes:
+ docs_for_closing.append(closed_doctype)
+
+ return docs_for_closing
+
+ def bootstrap_doctypes_for_closing(self):
+ if len(self.closed_documents) == 0:
+ for doctype_for_closing in self.get_doctypes_for_closing():
+ self.append('closed_documents', {
+ "document_type": doctype_for_closing.document_type,
+ "closed": doctype_for_closing.closed
+ })
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/accounts/doctype/accounting_period/test_accounting_period.js
similarity index 69%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/accounts/doctype/accounting_period/test_accounting_period.js
index 81b0f8d..71ce5b8 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/accounts/doctype/accounting_period/test_accounting_period.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Accounting Period", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Accounting Period
+ () => frappe.tests.make('Accounting Period', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/accounts/doctype/accounting_period/test_accounting_period.py b/erpnext/accounts/doctype/accounting_period/test_accounting_period.py
new file mode 100644
index 0000000..cc2e6a9
--- /dev/null
+++ b/erpnext/accounts/doctype/accounting_period/test_accounting_period.py
@@ -0,0 +1,27 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestAccountingPeriod(unittest.TestCase):
+ def test_overlap(self):
+ ap1 = create_accounting_period({"start_date":"2018-04-01", "end_date":"2018-06-30", "company":"Wind Power LLC"})
+ ap1.save()
+ ap2 = create_accounting_period({"start_date":"2018-06-30", "end_date":"2018-07-10", "company":"Wind Power LLC"})
+ self.assertRaises(frappe.OverlapError, accounting_period_2.save())
+
+ def tearDown(self):
+ pass
+
+
+def create_accounting_period(**args):
+ accounting_period = frappe.new_doc("Accounting Period")
+ accounting_period.start_date = args.start_date or frappe.utils.datetime.date(2018, 4, 1)
+ accounting_period.end_date = args.end_date or frappe.utils.datetime.date(2018, 6, 30)
+ accounting_period.company = args.company
+ accounting_period.period_name = "_Test_Period_Name_1"
+
+ return accounting_period
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/accounts/doctype/allowed_to_transact_with/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/accounts/doctype/allowed_to_transact_with/__init__.py
diff --git a/erpnext/accounts/doctype/allowed_to_transact_with/allowed_to_transact_with.json b/erpnext/accounts/doctype/allowed_to_transact_with/allowed_to_transact_with.json
new file mode 100644
index 0000000..f85bc52
--- /dev/null
+++ b/erpnext/accounts/doctype/allowed_to_transact_with/allowed_to_transact_with.json
@@ -0,0 +1,74 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-16 21:50:05.860195",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "",
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-04-20 14:00:46.014502",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Allowed To Transact With",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/accounts/doctype/allowed_to_transact_with/allowed_to_transact_with.py
similarity index 82%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/accounts/doctype/allowed_to_transact_with/allowed_to_transact_with.py
index c280254..a3e4bbc 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/accounts/doctype/allowed_to_transact_with/allowed_to_transact_with.py
@@ -3,8 +3,7 @@
# For license information, please see license.txt
from __future__ import unicode_literals
-import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class AllowedToTransactWith(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/accounts/doctype/closed_document/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/accounts/doctype/closed_document/__init__.py
diff --git a/erpnext/accounts/doctype/closed_document/closed_document.json b/erpnext/accounts/doctype/closed_document/closed_document.json
new file mode 100644
index 0000000..f6ec76b
--- /dev/null
+++ b/erpnext/accounts/doctype/closed_document/closed_document.json
@@ -0,0 +1,104 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-13 18:51:29.720606",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "document_type",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Document Type",
+ "length": 0,
+ "no_copy": 0,
+ "options": "DocType",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "closed",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Closed",
+ "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": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-04-13 18:51:41.118025",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Closed Document",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/accounts/doctype/closed_document/closed_document.py
similarity index 87%
rename from erpnext/hr/doctype/health_insurance/health_insurance.py
rename to erpnext/accounts/doctype/closed_document/closed_document.py
index c280254..048ceee 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/accounts/doctype/closed_document/closed_document.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class ClosedDocument(Document):
pass
diff --git a/erpnext/accounts/doctype/cost_center/cost_center.js b/erpnext/accounts/doctype/cost_center/cost_center.js
index cbc37ff..a5bcaf4 100644
--- a/erpnext/accounts/doctype/cost_center/cost_center.js
+++ b/erpnext/accounts/doctype/cost_center/cost_center.js
@@ -15,8 +15,57 @@
}
}
})
+ },
+ refresh: function(frm) {
+ if (!frm.is_new()) {
+ frm.add_custom_button(__('Update Cost Center Number'), function () {
+ frm.trigger("update_cost_center_number");
+ });
+ }
+ },
+ update_cost_center_number: function(frm) {
+ var d = new frappe.ui.Dialog({
+ title: __('Update Cost Center Number'),
+ fields: [
+ {
+ "label": 'Cost Center Number',
+ "fieldname": "cost_center_number",
+ "fieldtype": "Data",
+ "reqd": 1
+ }
+ ],
+ primary_action: function() {
+ var data = d.get_values();
+ if(data.cost_center_number === frm.doc.cost_center_number) {
+ d.hide();
+ return;
+ }
+ frappe.call({
+ method: "erpnext.accounts.doctype.cost_center.cost_center.update_number_field",
+ args: {
+ doctype_name: frm.doc.doctype,
+ name: frm.doc.name,
+ field_name: d.fields[0].fieldname,
+ field_value: data.cost_center_number,
+ company: frm.doc.company
+ },
+ callback: function(r) {
+ if(!r.exc) {
+ if(r.message) {
+ frappe.set_route("Form", "Cost Center", r.message);
+ } else {
+ me.set_value("cost_center_number", data.cost_center_number);
+ }
+ d.hide();
+ }
+ }
+ });
+ },
+ primary_action_label: __('Update')
+ });
+ d.show();
}
-})
+});
cur_frm.cscript.refresh = function(doc, cdt, cdn) {
var intro_txt = '';
diff --git a/erpnext/accounts/doctype/cost_center/cost_center.json b/erpnext/accounts/doctype/cost_center/cost_center.json
index 9eddeec..4da21f1 100644
--- a/erpnext/accounts/doctype/cost_center/cost_center.json
+++ b/erpnext/accounts/doctype/cost_center/cost_center.json
@@ -1,5 +1,6 @@
{
"allow_copy": 1,
+ "allow_guest_to_view": 0,
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:cost_center_name",
@@ -13,6 +14,7 @@
"editable_grid": 0,
"fields": [
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -38,9 +40,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -68,9 +72,42 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "cost_center_number",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Cost Center Number",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -99,9 +136,11 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -130,9 +169,11 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -157,10 +198,12 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -188,9 +231,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -218,9 +263,11 @@
"reqd": 0,
"search_index": 1,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -248,9 +295,11 @@
"reqd": 0,
"search_index": 1,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -279,22 +328,23 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
+ "has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"icon": "fa fa-money",
"idx": 1,
"image_view": 0,
"in_create": 0,
- "in_dialog": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"menu_index": 0,
- "modified": "2017-02-17 16:22:27.129572",
+ "modified": "2018-04-26 15:26:25.325778",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Cost Center",
@@ -302,7 +352,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -322,7 +371,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -342,7 +390,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -362,7 +409,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -382,7 +428,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
diff --git a/erpnext/accounts/doctype/cost_center/cost_center.py b/erpnext/accounts/doctype/cost_center/cost_center.py
index fe1e907..24af0ce 100644
--- a/erpnext/accounts/doctype/cost_center/cost_center.py
+++ b/erpnext/accounts/doctype/cost_center/cost_center.py
@@ -4,6 +4,7 @@
from __future__ import unicode_literals
import frappe
from frappe import _
+from frappe.utils import cint, cstr
from frappe.utils.nestedset import NestedSet
class CostCenter(NestedSet):
@@ -62,8 +63,68 @@
super(CostCenter, self).after_rename(olddn, newdn, merge)
if not merge:
- frappe.db.set_value("Cost Center", newdn, "cost_center_name",
- " - ".join(newdn.split(" - ")[:-1]))
+ new_cost_center = frappe.db.get_value("Cost Center", newdn, ["cost_center_name", "cost_center_number"], as_dict=1)
+
+ # exclude company abbr
+ new_parts = newdn.split(" - ")[:-1]
+ # update cost center number and remove from parts
+ if new_parts[0][0].isdigit():
+ if len(new_parts) == 1:
+ new_parts = newdn.split(" ")
+ if new_cost_center.cost_center_number != new_parts[0]:
+ validate_field_number("Cost Center", self.name, new_parts[0], self.company, "cost_center_number")
+ self.cost_center_number = new_parts[0]
+ self.db_set("cost_center_number", new_parts[0])
+ new_parts = new_parts[1:]
+
+ # update cost center name
+ cost_center_name = " - ".join(new_parts)
+ if new_cost_center.cost_center_name != cost_center_name:
+ self.cost_center_name = cost_center_name
+ self.db_set("cost_center_name", cost_center_name)
def on_doctype_update():
- frappe.db.add_index("Cost Center", ["lft", "rgt"])
\ No newline at end of file
+ frappe.db.add_index("Cost Center", ["lft", "rgt"])
+
+def get_doc_name_autoname(field_value, doc_title, name, company):
+ if company:
+ name_split=name.split("-")
+ parts = [doc_title.strip(), name_split[len(name_split)-1].strip()]
+ else:
+ parts = [doc_title.strip()]
+ if cstr(field_value).strip():
+ parts.insert(0, cstr(field_value).strip())
+ return ' - '.join(parts)
+
+def validate_field_number(doctype_name, name, field_value, company, field_name):
+ if field_value:
+ if company:
+ doctype_with_same_number = frappe.db.get_value(doctype_name,
+ {field_name: field_value, "company": company, "name": ["!=", name]})
+ else:
+ doctype_with_same_number = frappe.db.get_value(doctype_name,
+ {field_name: field_value, "name": ["!=", name]})
+ if doctype_with_same_number:
+ frappe.throw(_("{0} Number {1} already used in account {2}")
+ .format(doctype_name, field_value, doctype_with_same_number))
+
+@frappe.whitelist()
+def update_number_field(doctype_name, name, field_name, field_value, company):
+
+ doc_title = frappe.db.get_value(doctype_name, name, frappe.scrub(doctype_name)+"_name")
+
+ validate_field_number(doctype_name, name, field_value, company, field_name)
+
+ frappe.db.set_value(doctype_name, name, field_name, field_value)
+
+ if doc_title[0].isdigit():
+ separator = " - " if " - " in doc_title else " "
+ doc_title = doc_title.split(separator, 1)[1]
+
+ frappe.db.set_value(doctype_name, name, frappe.scrub(doctype_name)+"_name", doc_title)
+
+ new_name = get_doc_name_autoname(field_value, doc_title, name, company)
+
+ if name != new_name:
+ frappe.rename_doc(doctype_name, name, new_name)
+ return new_name
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/accounts/doctype/exchange_rate_revaluation/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/accounts/doctype/exchange_rate_revaluation/__init__.py
diff --git a/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.js b/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.js
new file mode 100644
index 0000000..dd44450
--- /dev/null
+++ b/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.js
@@ -0,0 +1,99 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Exchange Rate Revaluation', {
+ refresh: function(frm) {
+ if(frm.doc.docstatus==1) {
+ frm.add_custom_button(__('Make Journal Entry'), function() {
+ return frm.events.make_jv(frm);
+ });
+ }
+ },
+
+ get_entries: function(frm) {
+ frappe.call({
+ method: "get_accounts_data",
+ doc: cur_frm.doc,
+ callback: function(r){
+ frappe.model.clear_table(frm.doc, "accounts");
+ if(r.message) {
+ r.message.forEach((d) => {
+ cur_frm.add_child("accounts",d);
+ });
+ frm.events.get_total_gain_loss(frm);
+ refresh_field("accounts");
+ }
+ }
+ });
+ },
+
+ get_total_gain_loss: function(frm) {
+ if(!(frm.doc.accounts && frm.doc.accounts.length)) return;
+
+ let total_gain_loss = 0;
+ frm.doc.accounts.forEach((d) => {
+ d.gain_loss = flt(d.new_balance_in_base_currency, precision("new_balance_in_base_currency", d)) - flt(d.balance_in_base_currency, precision("balance_in_base_currency", d));
+ total_gain_loss += flt(d.gain_loss, precision("gain_loss", d));
+ });
+
+ frm.set_value("total_gain_loss", flt(total_gain_loss, precision("total_gain_loss")));
+ frm.refresh_fields();
+ },
+
+ make_jv : function(frm) {
+ frappe.call({
+ method: "make_jv_entry",
+ doc: frm.doc,
+ callback: function(r){
+ if (r.message)
+ var doc = frappe.model.sync(r.message)[0];
+ frappe.set_route("Form", doc.doctype, doc.name);
+ }
+ });
+ }
+});
+
+frappe.ui.form.on("Exchange Rate Revaluation Account", {
+ new_exchange_rate: function(frm, cdt, cdn) {
+ var row = frappe.get_doc(cdt, cdn);
+ row.new_balance_in_base_currency = flt(row.new_exchange_rate * flt(row.balance_in_account_currency),
+ precision("new_balance_in_base_currency", row));
+ row.gain_loss = row.new_balance_in_base_currency - flt(row.balance_in_base_currency);
+ refresh_field("accounts");
+ frm.events.get_total_gain_loss(frm);
+ },
+
+ account: function(frm, cdt, cdn) {
+ get_account_details(frm, cdt, cdn);
+ },
+
+ party: function(frm, cdt, cdn) {
+ get_account_details(frm, cdt, cdn);
+ },
+
+ accounts_remove: function(frm) {
+ frm.events.get_total_gain_loss(frm);
+ }
+});
+
+var get_account_details = function(frm, cdt, cdn) {
+ var row = frappe.get_doc(cdt, cdn);
+ if(!frm.doc.company || !frm.doc.posting_date) {
+ frappe.throw(__("Please select Company and Posting Date to getting entries"));
+ }
+ frappe.call({
+ method: "erpnext.accounts.doctype.exchange_rate_revaluation.exchange_rate_revaluation.get_account_details",
+ args:{
+ account: row.account,
+ company: frm.doc.company,
+ posting_date: frm.doc.posting_date,
+ party_type: row.party_type,
+ party: row.party
+ },
+ callback: function(r){
+ $.extend(row, r.message);
+ refresh_field("accounts");
+ frm.events.get_total_gain_loss(frm);
+ }
+ });
+};
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.json b/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.json
new file mode 100644
index 0000000..b37c67e
--- /dev/null
+++ b/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.json
@@ -0,0 +1,379 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "ERV.####",
+ "beta": 0,
+ "creation": "2018-04-13 18:25:55.943587",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "Today",
+ "fieldname": "posting_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Posting Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_2",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_4",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "get_entries",
+ "fieldtype": "Button",
+ "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": "Get Entries",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "accounts",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Exchange Rate Revaluation Account",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Exchange Rate Revaluation Account",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_6",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "total_gain_loss",
+ "fieldtype": "Currency",
+ "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": "Total Gain/Loss",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Exchange Rate Revaluation",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-05 17:50:56.352167",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Exchange Rate Revaluation",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.py b/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.py
new file mode 100644
index 0000000..aa19a9e
--- /dev/null
+++ b/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.py
@@ -0,0 +1,170 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe, erpnext
+from frappe import _
+from frappe.utils import flt
+from frappe.model.document import Document
+from frappe.model.meta import get_field_precision
+from erpnext.setup.utils import get_exchange_rate
+from erpnext.accounts.doctype.journal_entry.journal_entry import get_balance_on
+
+class ExchangeRateRevaluation(Document):
+ def validate(self):
+ self.set_total_gain_loss()
+
+ def set_total_gain_loss(self):
+ total_gain_loss = 0
+ for d in self.accounts:
+ d.gain_loss = flt(d.new_balance_in_base_currency, d.precision("new_balance_in_base_currency")) \
+ - flt(d.balance_in_base_currency, d.precision("balance_in_base_currency"))
+ total_gain_loss += flt(d.gain_loss, d.precision("gain_loss"))
+ self.total_gain_loss = flt(total_gain_loss, self.precision("total_gain_loss"))
+
+ def validate_mandatory(self):
+ if not (self.company and self.posting_date):
+ frappe.throw(_("Please select Company and Posting Date to getting entries"))
+
+ def get_accounts_data(self, account=None):
+ accounts = []
+ self.validate_mandatory()
+ company_currency = erpnext.get_company_currency(self.company)
+ precision = get_field_precision(frappe.get_meta("Exchange Rate Revaluation Account")
+ .get_field("new_balance_in_base_currency"), company_currency)
+ for d in self.get_accounts_from_gle():
+
+ current_exchange_rate = d.balance / d.balance_in_account_currency \
+ if d.balance_in_account_currency else 0
+ new_exchange_rate = get_exchange_rate(d.account_currency, company_currency, self.posting_date)
+ new_balance_in_base_currency = flt(d.balance_in_account_currency * new_exchange_rate)
+ gain_loss = flt(new_balance_in_base_currency, precision) - flt(d.balance, precision)
+ if gain_loss:
+ accounts.append({
+ "account": d.account,
+ "party_type": d.party_type,
+ "party": d.party,
+ "account_currency": d.account_currency,
+ "balance_in_base_currency": d.balance,
+ "balance_in_account_currency": d.balance_in_account_currency,
+ "current_exchange_rate": current_exchange_rate,
+ "new_exchange_rate": new_exchange_rate,
+ "new_balance_in_base_currency": new_balance_in_base_currency
+ })
+ return accounts
+
+ def get_accounts_from_gle(self):
+ company_currency = erpnext.get_company_currency(self.company)
+ accounts = frappe.db.sql_list("""
+ select name
+ from tabAccount
+ where is_group = 0
+ and report_type = 'Balance Sheet'
+ and root_type in ('Asset', 'Liability', 'Equity')
+ and account_type != 'Stock'
+ and company=%s
+ and account_currency != %s
+ order by name""",(self.company, company_currency))
+
+ account_details = frappe.db.sql("""
+ select
+ account, party_type, party, account_currency,
+ sum(debit_in_account_currency) - sum(credit_in_account_currency) as balance_in_account_currency,
+ sum(debit) - sum(credit) as balance
+ from `tabGL Entry`
+ where account in (%s)
+ group by account, party_type, party
+ having sum(debit) != sum(credit)
+ order by account
+ """ % ', '.join(['%s']*len(accounts)), tuple(accounts), as_dict=1)
+
+ return account_details
+
+ def make_jv_entry(self):
+ if self.total_gain_loss == 0:
+ return
+
+ unrealized_exchange_gain_loss_account = frappe.db.get_value("Company", self.company,
+ "unrealized_exchange_gain_loss_account")
+ if not unrealized_exchange_gain_loss_account:
+ frappe.throw(_("Please set Unrealized Exchange Gain/Loss Account in Company {0}")
+ .format(self.company))
+
+ journal_entry = frappe.new_doc('Journal Entry')
+ journal_entry.voucher_type = 'Exchange Rate Revaluation'
+ journal_entry.company = self.company
+ journal_entry.posting_date = self.posting_date
+ journal_entry.multi_currency = 1
+
+ journal_entry_accounts = []
+ for d in self.accounts:
+ dr_or_cr = "debit_in_account_currency" \
+ if d.get("balance_in_account_currency") > 0 else "credit_in_account_currency"
+
+ reverse_dr_or_cr = "debit_in_account_currency" \
+ if dr_or_cr=="credit_in_account_currency" else "credit_in_account_currency"
+
+ journal_entry_accounts.append({
+ "account": d.get("account"),
+ "party_type": d.get("party_type"),
+ "party": d.get("party"),
+ "account_currency": d.get("account_currency"),
+ "balance": d.get("balance_in_account_currency"),
+ dr_or_cr: abs(d.get("balance_in_account_currency")),
+ "exchange_rate":d.get("new_exchange_rate"),
+ "reference_type": "Exchange Rate Revaluation",
+ "reference_name": self.name,
+ })
+ journal_entry_accounts.append({
+ "account": d.get("account"),
+ "party_type": d.get("party_type"),
+ "party": d.get("party"),
+ "account_currency": d.get("account_currency"),
+ "balance": d.get("balance_in_account_currency"),
+ reverse_dr_or_cr: abs(d.get("balance_in_account_currency")),
+ "exchange_rate": d.get("current_exchange_rate"),
+ "reference_type": "Exchange Rate Revaluation",
+ "reference_name": self.name
+ })
+
+ journal_entry_accounts.append({
+ "account": unrealized_exchange_gain_loss_account,
+ "balance": get_balance_on(unrealized_exchange_gain_loss_account),
+ "debit_in_account_currency": abs(self.total_gain_loss) if self.total_gain_loss < 0 else 0,
+ "credit_in_account_currency": self.total_gain_loss if self.total_gain_loss > 0 else 0,
+ "exchange_rate": 1,
+ "reference_type": "Exchange Rate Revaluation",
+ "reference_name": self.name,
+ })
+
+ journal_entry.set("accounts", journal_entry_accounts)
+ journal_entry.set_amounts_in_company_currency()
+ journal_entry.set_total_debit_credit()
+ return journal_entry.as_dict()
+
+@frappe.whitelist()
+def get_account_details(account, company, posting_date, party_type=None, party=None):
+ account_currency, account_type = frappe.db.get_value("Account", account,
+ ["account_currency", "account_type"])
+ if account_type in ["Receivable", "Payable"] and not (party_type and party):
+ frappe.throw(_("Party Type and Party is mandatory for {0} account").format(account_type))
+
+ account_details = {}
+ company_currency = erpnext.get_company_currency(company)
+ balance = get_balance_on(account, party_type=party_type, party=party, in_account_currency=False)
+ if balance:
+ balance_in_account_currency = get_balance_on(account, party_type=party_type, party=party)
+ current_exchange_rate = balance / balance_in_account_currency if balance_in_account_currency else 0
+ new_exchange_rate = get_exchange_rate(account_currency, company_currency, posting_date)
+ new_balance_in_base_currency = balance_in_account_currency * new_exchange_rate
+ account_details = {
+ "account_currency": account_currency,
+ "balance_in_base_currency": balance,
+ "balance_in_account_currency": balance_in_account_currency,
+ "current_exchange_rate": current_exchange_rate,
+ "new_exchange_rate": new_exchange_rate,
+ "new_balance_in_base_currency": new_balance_in_base_currency
+ }
+
+ return account_details
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/accounts/doctype/exchange_rate_revaluation/test_exchange_rate_revaluation.js
similarity index 66%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/accounts/doctype/exchange_rate_revaluation/test_exchange_rate_revaluation.js
index 81b0f8d..57c6a78 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/accounts/doctype/exchange_rate_revaluation/test_exchange_rate_revaluation.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Exchange Rate Revaluation", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Exchange Rate Revaluation
+ () => frappe.tests.make('Exchange Rate Revaluation', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/accounts/doctype/exchange_rate_revaluation/test_exchange_rate_revaluation.py
similarity index 77%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/accounts/doctype/exchange_rate_revaluation/test_exchange_rate_revaluation.py
index 6978720..3b037d1 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/accounts/doctype/exchange_rate_revaluation/test_exchange_rate_revaluation.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestExchangeRateRevaluation(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/accounts/doctype/exchange_rate_revaluation_account/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/accounts/doctype/exchange_rate_revaluation_account/__init__.py
diff --git a/erpnext/accounts/doctype/exchange_rate_revaluation_account/exchange_rate_revaluation_account.json b/erpnext/accounts/doctype/exchange_rate_revaluation_account/exchange_rate_revaluation_account.json
new file mode 100644
index 0000000..e834266
--- /dev/null
+++ b/erpnext/accounts/doctype/exchange_rate_revaluation_account/exchange_rate_revaluation_account.json
@@ -0,0 +1,446 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-13 18:30:06.110433",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "account",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Account",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Account",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "party_type",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Party Type",
+ "length": 0,
+ "no_copy": 0,
+ "options": "DocType",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "party",
+ "fieldtype": "Dynamic Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
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+ "print_hide_if_no_value": 0,
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+ "translatable": 0,
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+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_2",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
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+ "no_copy": 0,
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+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "account_currency",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Account Currency",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Currency",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "balance_in_account_currency",
+ "fieldtype": "Currency",
+ "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": "Balance In Account Currency",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
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+ "set_only_once": 0,
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+ "unique": 0
+ },
+ {
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+ },
+ {
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+ },
+ {
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+ "fieldtype": "Currency",
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+ "in_filter": 0,
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+ "unique": 0
+ },
+ {
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+ "collapsible": 0,
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+ "fieldtype": "Column Break",
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+ "translatable": 0,
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+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "new_exchange_rate",
+ "fieldtype": "Float",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "New Exchange Rate",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "new_balance_in_base_currency",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "New Balance In Base Currency",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "gain_loss",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Gain/Loss",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-05-05 17:03:03.512559",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Exchange Rate Revaluation Account",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/accounts/doctype/exchange_rate_revaluation_account/exchange_rate_revaluation_account.py
similarity index 83%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/accounts/doctype/exchange_rate_revaluation_account/exchange_rate_revaluation_account.py
index c280254..87d7b67 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/accounts/doctype/exchange_rate_revaluation_account/exchange_rate_revaluation_account.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class ExchangeRateRevaluationAccount(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/accounts/doctype/finance_book/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/accounts/doctype/finance_book/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/accounts/doctype/finance_book/finance_book.js
similarity index 78%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/accounts/doctype/finance_book/finance_book.js
index 504da27..71191bb 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/accounts/doctype/finance_book/finance_book.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Finance Book', {
refresh: function(frm) {
}
diff --git a/erpnext/accounts/doctype/finance_book/finance_book.json b/erpnext/accounts/doctype/finance_book/finance_book.json
new file mode 100644
index 0000000..c9fb843
--- /dev/null
+++ b/erpnext/accounts/doctype/finance_book/finance_book.json
@@ -0,0 +1,133 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "field:finance_book_name",
+ "beta": 0,
+ "creation": "2018-04-13 17:42:43.252224",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Document",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "finance_book_name",
+ "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": "Name",
+ "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": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "icon": "fa fa-book",
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-09 14:55:01.394387",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Finance Book",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "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
+ },
+ {
+ "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": "Auditor",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 0
+ }
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "search_fields": "finance_book_name",
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 1
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/accounts/doctype/finance_book/finance_book.py
similarity index 87%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/accounts/doctype/finance_book/finance_book.py
index c280254..bc9fce2 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/accounts/doctype/finance_book/finance_book.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class FinanceBook(Document):
pass
diff --git a/erpnext/setup/doctype/supplier_type/test_supplier_type.js b/erpnext/accounts/doctype/finance_book/test_finance_book.js
similarity index 71%
copy from erpnext/setup/doctype/supplier_type/test_supplier_type.js
copy to erpnext/accounts/doctype/finance_book/test_finance_book.js
index 085dddd..9fb7d4f 100644
--- a/erpnext/setup/doctype/supplier_type/test_supplier_type.js
+++ b/erpnext/accounts/doctype/finance_book/test_finance_book.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Supplier Type", function (assert) {
+QUnit.test("test: Finance Book", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Supplier Type
- () => frappe.tests.make('Supplier Type', [
+ // insert a new Finance Book
+ () => frappe.tests.make('Finance Book', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/accounts/doctype/finance_book/test_finance_book.py
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/accounts/doctype/finance_book/test_finance_book.py
index 6978720..771e813 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/accounts/doctype/finance_book/test_finance_book.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestFinanceBook(unittest.TestCase):
pass
diff --git a/erpnext/accounts/doctype/gl_entry/gl_entry.json b/erpnext/accounts/doctype/gl_entry/gl_entry.json
index 4412661..4b33968 100644
--- a/erpnext/accounts/doctype/gl_entry/gl_entry.json
+++ b/erpnext/accounts/doctype/gl_entry/gl_entry.json
@@ -41,6 +41,7 @@
"reqd": 0,
"search_index": 1,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -72,6 +73,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -104,6 +106,7 @@
"reqd": 0,
"search_index": 1,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -134,6 +137,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -164,6 +168,7 @@
"reqd": 0,
"search_index": 1,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -196,6 +201,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -229,6 +235,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -262,6 +269,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -293,6 +301,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -324,6 +333,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -355,6 +365,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -386,6 +397,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -418,6 +430,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -450,6 +463,7 @@
"reqd": 0,
"search_index": 1,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -482,6 +496,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -514,6 +529,7 @@
"reqd": 0,
"search_index": 1,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -545,6 +561,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -576,6 +593,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -608,6 +626,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -640,6 +659,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -672,6 +692,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -704,6 +725,39 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "finance_book",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Finance Book",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Finance Book",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -718,7 +772,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-12-20 12:40:09.611951",
+ "modified": "2018-04-23 02:15:22.297509",
"modified_by": "Administrator",
"module": "Accounts",
"name": "GL Entry",
@@ -726,7 +780,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -746,7 +799,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -766,7 +818,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -794,4 +845,4 @@
"sort_order": "DESC",
"track_changes": 0,
"track_seen": 0
-}
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/journal_entry/journal_entry.js b/erpnext/accounts/doctype/journal_entry/journal_entry.js
index 98f68d5..9aa8de1 100644
--- a/erpnext/accounts/doctype/journal_entry/journal_entry.js
+++ b/erpnext/accounts/doctype/journal_entry/journal_entry.js
@@ -37,6 +37,55 @@
// hide /unhide fields based on currency
erpnext.journal_entry.toggle_fields_based_on_currency(frm);
+
+ if ((frm.doc.voucher_type == "Inter Company Journal Entry") && (frm.doc.docstatus == 1) && (!frm.doc.inter_company_journal_entry_reference)) {
+ frm.add_custom_button(__("Make Inter Company Journal Entry"),
+ function() {
+ frm.trigger("make_inter_company_journal_entry");
+ }
+ );
+ }
+ },
+
+ make_inter_company_journal_entry: function(frm) {
+ var d = new frappe.ui.Dialog({
+ title: __("Select Company"),
+ fields: [
+ {
+ 'fieldname': 'company',
+ 'fieldtype': 'Link',
+ 'label': __('Company'),
+ 'options': 'Company',
+ "get_query": function () {
+ return {
+ filters: [
+ ["Company", "name", "!=", frm.doc.company]
+ ]
+ };
+ },
+ 'reqd': 1
+ }
+ ],
+ });
+ d.set_primary_action(__("Make"), function() {
+ d.hide();
+ var args = d.get_values();
+ frappe.call({
+ args: {
+ "name": frm.doc.name,
+ "voucher_type": frm.doc.voucher_type,
+ "company": args.company
+ },
+ method: "erpnext.accounts.doctype.journal_entry.journal_entry.make_inter_company_journal_entry",
+ callback: function (r) {
+ if (r.message) {
+ var doc = frappe.model.sync(r.message)[0];
+ frappe.set_route("Form", doc.doctype, doc.name);
+ }
+ }
+ });
+ });
+ d.show();
},
multi_currency: function(frm) {
@@ -549,9 +598,15 @@
},
account_query: function(frm) {
+ var inter_company = 0;
+ if (frm.doc.voucher_type == "Inter Company Journal Entry") {
+ inter_company = 1;
+ }
+
var filters = {
company: frm.doc.company,
- is_group: 0
+ is_group: 0,
+ inter_company_account: inter_company
};
if(!frm.doc.multi_currency) {
$.extend(filters, {
diff --git a/erpnext/accounts/doctype/journal_entry/journal_entry.json b/erpnext/accounts/doctype/journal_entry/journal_entry.json
index 5522d6e..ffccf8e 100644
--- a/erpnext/accounts/doctype/journal_entry/journal_entry.json
+++ b/erpnext/accounts/doctype/journal_entry/journal_entry.json
@@ -96,7 +96,7 @@
"no_copy": 0,
"oldfieldname": "voucher_type",
"oldfieldtype": "Select",
- "options": "Journal Entry\nBank Entry\nCash Entry\nCredit Card Entry\nDebit Note\nCredit Note\nContra Entry\nExcise Entry\nWrite Off Entry\nOpening Entry\nDepreciation Entry",
+ "options": "Journal Entry\nInter Company Journal Entry\nBank Entry\nCash Entry\nCredit Card Entry\nDebit Note\nCredit Note\nContra Entry\nExcise Entry\nWrite Off Entry\nOpening Entry\nDepreciation Entry\nExchange Rate Revaluation",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
@@ -244,6 +244,38 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "finance_book",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Finance Book",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Finance Book",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "2_add_edit_gl_entries",
"fieldtype": "Section Break",
"hidden": 0,
@@ -830,7 +862,7 @@
"no_copy": 0,
"permlevel": 0,
"precision": "",
- "print_hide": 0,
+ "print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
@@ -847,6 +879,39 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "depends_on": "eval:doc.voucher_type== \"Inter Company Journal Entry\"",
+ "fieldname": "inter_company_journal_entry_reference",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Inter Company Journal Entry Reference",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Journal Entry",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "column_break98",
"fieldtype": "Column Break",
"hidden": 0,
@@ -1520,7 +1585,7 @@
"istable": 0,
"max_attachments": 0,
"menu_index": 0,
- "modified": "2018-04-30 17:34:38.429196",
+ "modified": "2018-05-09 14:56:08.687994",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Journal Entry",
diff --git a/erpnext/accounts/doctype/journal_entry/journal_entry.py b/erpnext/accounts/doctype/journal_entry/journal_entry.py
index d1c79d0..a69ffcf 100644
--- a/erpnext/accounts/doctype/journal_entry/journal_entry.py
+++ b/erpnext/accounts/doctype/journal_entry/journal_entry.py
@@ -3,7 +3,7 @@
from __future__ import unicode_literals
import frappe, erpnext, json
-from frappe.utils import cstr, flt, fmt_money, formatdate, getdate
+from frappe.utils import cstr, flt, fmt_money, formatdate, getdate, nowdate, cint
from frappe import msgprint, _, scrub
from erpnext.controllers.accounts_controller import AccountsController
from erpnext.accounts.utils import get_balance_on, get_account_currency
@@ -40,15 +40,17 @@
self.validate_credit_debit_note()
self.validate_empty_accounts_table()
self.set_account_and_party_balance()
+ self.validate_inter_company_accounts()
if not self.title:
self.title = self.get_title()
def on_submit(self):
self.check_credit_limit()
self.make_gl_entries()
- self.update_loan()
self.update_advance_paid()
self.update_expense_claim()
+ self.update_loan()
+ self.update_inter_company_jv()
def get_title(self):
return self.pay_to_recd_from or self.accounts[0].account
@@ -64,6 +66,20 @@
for voucher_no in list(set(order_list)):
frappe.get_doc(voucher_type, voucher_no).set_total_advance_paid()
+ def validate_inter_company_accounts(self):
+ if self.voucher_type == "Inter Company Journal Entry" and self.inter_company_journal_entry_reference:
+ doc = frappe.get_doc("Journal Entry", self.inter_company_journal_entry_reference)
+ account_currency = frappe.db.get_value("Company", self.company, "default_currency")
+ previous_account_currency = frappe.db.get_value("Company", doc.company, "default_currency")
+ if account_currency == previous_account_currency:
+ if self.total_credit != doc.total_debit or self.total_debit != doc.total_credit:
+ frappe.throw(_("Total Credit/ Debit Amount should be same as linked Journal Entry"))
+
+ def update_inter_company_jv(self):
+ if self.voucher_type == "Inter Company Journal Entry" and self.inter_company_journal_entry_reference:
+ frappe.db.set_value("Journal Entry", self.inter_company_journal_entry_reference,\
+ "inter_company_journal_entry_reference", self.name)
+
def on_cancel(self):
from erpnext.accounts.utils import unlink_ref_doc_from_payment_entries
from erpnext.hr.doctype.salary_slip.salary_slip import unlink_ref_doc_from_salary_slip
@@ -75,6 +91,8 @@
self.update_loan()
self.unlink_advance_entry_reference()
self.unlink_asset_reference()
+ self.unlink_inter_company_jv()
+ self.unlink_asset_adjustment_entry()
def unlink_advance_entry_reference(self):
for d in self.get("accounts"):
@@ -92,11 +110,25 @@
for s in asset.get("schedules"):
if s.journal_entry == self.name:
s.db_set("journal_entry", None)
- asset.value_after_depreciation += s.depreciation_amount
- asset.db_set("value_after_depreciation", asset.value_after_depreciation)
+ idx = cint(s.finance_book_id) or 1
+ finance_books = asset.get('finance_books')[idx - 1]
+ finance_books.value_after_depreciation += s.depreciation_amount
+ finance_books.db_update()
+
asset.set_status()
+ def unlink_inter_company_jv(self):
+ if self.voucher_type == "Inter Company Journal Entry" and self.inter_company_journal_entry_reference:
+ frappe.db.set_value("Journal Entry", self.inter_company_journal_entry_reference,\
+ "inter_company_journal_entry_reference", "")
+ frappe.db.set_value("Journal Entry", self.name,\
+ "inter_company_journal_entry_reference", "")
+
+ def unlink_asset_adjustment_entry(self):
+ frappe.db.sql(""" update `tabAsset Adjustment`
+ set journal_entry = null where journal_entry = %s""", self.name)
+
def validate_party(self):
for d in self.get("accounts"):
account_type = frappe.db.get_value("Account", d.account, "account_type")
@@ -127,7 +159,7 @@
if (d.party_type == 'Customer' and flt(d.credit) > 0) or \
(d.party_type == 'Supplier' and flt(d.debit) > 0):
if d.is_advance=="No":
- msgprint(_("Row {0}: Please check 'Is Advance' against Account {1} if this is an advance entry.").format(d.idx, d.account), alert=1)
+ msgprint(_("Row {0}: Please check 'Is Advance' against Account {1} if this is an advance entry.").format(d.idx, d.account), alert=True)
elif d.reference_type in ("Sales Order", "Purchase Order") and d.is_advance != "Yes":
frappe.throw(_("Row {0}: Payment against Sales/Purchase Order should always be marked as advance").format(d.idx))
@@ -436,7 +468,8 @@
"against_voucher": d.reference_name,
"remarks": self.remark,
"cost_center": d.cost_center,
- "project": d.project
+ "project": d.project,
+ "finance_book": self.finance_book
})
)
@@ -907,4 +940,13 @@
bank_balance_in_company_currency = get_balance_on(account, in_account_currency=False)
exchange_rate = bank_balance_in_company_currency / bank_balance_in_account_currency
- return exchange_rate
\ No newline at end of file
+ return exchange_rate
+
+@frappe.whitelist()
+def make_inter_company_journal_entry(name, voucher_type, company):
+ journal_entry = frappe.new_doc('Journal Entry')
+ journal_entry.voucher_type = voucher_type
+ journal_entry.company = company
+ journal_entry.posting_date = nowdate()
+ journal_entry.inter_company_journal_entry_reference = name
+ return journal_entry.as_dict()
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/journal_entry_account/journal_entry_account.json b/erpnext/accounts/doctype/journal_entry_account/journal_entry_account.json
index 98a2a29..eddcd5e 100644
--- a/erpnext/accounts/doctype/journal_entry_account/journal_entry_account.json
+++ b/erpnext/accounts/doctype/journal_entry_account/journal_entry_account.json
@@ -44,6 +44,7 @@
"reqd": 1,
"search_index": 1,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "250px"
},
@@ -75,6 +76,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -107,6 +109,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -142,6 +145,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "180px"
},
@@ -171,6 +175,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -201,6 +206,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -231,6 +237,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -262,6 +269,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -294,6 +302,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -325,6 +334,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -354,6 +364,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -384,6 +395,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -413,6 +425,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -444,6 +457,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -477,6 +491,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -505,6 +520,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -536,6 +552,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -569,6 +586,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -598,6 +616,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -618,7 +637,7 @@
"label": "Reference Type",
"length": 0,
"no_copy": 0,
- "options": "\nSales Invoice\nPurchase Invoice\nJournal Entry\nSales Order\nPurchase Order\nExpense Claim\nAsset\nLoan\nPayroll Entry\nEmployee Advance",
+ "options": "\nSales Invoice\nPurchase Invoice\nJournal Entry\nSales Order\nPurchase Order\nExpense Claim\nAsset\nLoan\nPayroll Entry\nEmployee Advance\nExchange Rate Revaluation",
"permlevel": 0,
"precision": "",
"print_hide": 0,
@@ -629,6 +648,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -660,8 +680,42 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:doc.reference_type&&!in_list(doc.reference_type, ['Expense Claim', 'Asset', 'Employee Loan', 'Employee Advance'])",
+ "fieldname": "reference_due_date",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Reference Due Date",
+ "length": 0,
+ "no_copy": 0,
+ "options": "",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
@@ -691,6 +745,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -719,6 +774,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -751,6 +807,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -782,6 +839,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -795,7 +853,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
- "modified": "2017-12-07 19:54:19.851534",
+ "modified": "2018-05-05 17:50:25.961397",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Journal Entry Account",
diff --git a/erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.py b/erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.py
index 0dc6272..679750d 100644
--- a/erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.py
+++ b/erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.py
@@ -120,12 +120,12 @@
if party_type == "Customer":
party_doc.customer_name = party
else:
- supplier_type = frappe.db.get_single_value("Buying Settings", "supplier_type")
- if not supplier_type:
- frappe.throw(_("Please Set Supplier Type in Buying Settings."))
+ supplier_group = frappe.db.get_single_value("Buying Settings", "supplier_group")
+ if not supplier_group:
+ frappe.throw(_("Please Set Supplier Group in Buying Settings."))
party_doc.supplier_name = party
- party_doc.supplier_type = supplier_type
+ party_doc.supplier_group = supplier_group
party_doc.flags.ignore_mandatory = True
party_doc.save(ignore_permissions=True)
diff --git a/erpnext/accounts/doctype/payment_entry/payment_entry.py b/erpnext/accounts/doctype/payment_entry/payment_entry.py
index 5bd57f9..9b50252 100644
--- a/erpnext/accounts/doctype/payment_entry/payment_entry.py
+++ b/erpnext/accounts/doctype/payment_entry/payment_entry.py
@@ -7,7 +7,7 @@
from frappe import _, scrub, ValidationError
from frappe.utils import flt, comma_or, nowdate
from erpnext.accounts.utils import get_outstanding_invoices, get_account_currency, get_balance_on
-from erpnext.accounts.party import get_party_account
+from erpnext.accounts.party import get_party_account, get_patry_tax_withholding_details
from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
from erpnext.setup.utils import get_exchange_rate
from erpnext.accounts.general_ledger import make_gl_entries
@@ -43,6 +43,7 @@
def validate(self):
self.setup_party_account_field()
+ self.set_tax_withholding()
self.set_missing_values()
self.validate_payment_type()
self.validate_party_details()
@@ -510,6 +511,27 @@
def on_recurring(self, reference_doc, auto_repeat_doc):
self.reference_no = reference_doc.name
self.reference_date = nowdate()
+
+ def set_tax_withholding(self):
+ if self.party_type != 'Supplier':
+ return
+
+ self.supplier = self.party
+ tax_withholding_details = get_patry_tax_withholding_details(self)
+
+ for tax_details in tax_withholding_details:
+ if self.deductions:
+ if tax_details['tax']['account_head'] not in [deduction.account for deduction in self.deductions]:
+ self.append('deductions', self.calculate_deductions(tax_details))
+ else:
+ self.append('deductions', self.calculate_deductions(tax_details))
+
+ def calculate_deductions(self, tax_details):
+ return {
+ "account": tax_details['tax']['account_head'],
+ "cost_center": frappe.db.get_value("Company", self.company, "cost_center"),
+ "amount": self.total_allocated_amount * (tax_details['tax']['rate'] / 100)
+ }
@frappe.whitelist()
def get_outstanding_reference_documents(args):
diff --git a/erpnext/accounts/doctype/pricing_rule/pricing_rule.js b/erpnext/accounts/doctype/pricing_rule/pricing_rule.js
index dcbf354..4be09de 100644
--- a/erpnext/accounts/doctype/pricing_rule/pricing_rule.js
+++ b/erpnext/accounts/doctype/pricing_rule/pricing_rule.js
@@ -33,7 +33,7 @@
${__("Pricing Rule is first selected based on 'Apply On' field, which can be Item, Item Group or Brand.")}
</li>
<li>
- ${__("Then Pricing Rules are filtered out based on Customer, Customer Group, Territory, Supplier, Supplier Type, Campaign, Sales Partner etc.")}
+ ${__("Then Pricing Rules are filtered out based on Customer, Customer Group, Territory, Supplier, Supplier Group, Campaign, Sales Partner etc.")}
</li>
<li>
${__('Pricing Rules are further filtered based on quantity.')}
@@ -51,7 +51,7 @@
${__('Customer > Customer Group > Territory')}
</li>
<li>
- ${__('Supplier > Supplier Type')}
+ ${__('Supplier > Supplier Group')}
</li>
</ul>
</li>
@@ -75,7 +75,7 @@
options = $.merge(options, ["Customer", "Customer Group", "Territory", "Sales Partner", "Campaign"]);
}
if(cur_frm.doc.buying) {
- $.merge(options, ["Supplier", "Supplier Type"]);
+ $.merge(options, ["Supplier", "Supplier Group"]);
}
set_field_options("applicable_for", options.join("\n"));
diff --git a/erpnext/accounts/doctype/pricing_rule/pricing_rule.json b/erpnext/accounts/doctype/pricing_rule/pricing_rule.json
index 1c30fa4..ac59904 100644
--- a/erpnext/accounts/doctype/pricing_rule/pricing_rule.json
+++ b/erpnext/accounts/doctype/pricing_rule/pricing_rule.json
@@ -39,6 +39,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -69,6 +70,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -100,6 +102,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -131,6 +134,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -162,6 +166,7 @@
"reqd": 0,
"search_index": 0,
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+ "translatable": 0,
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},
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@@ -193,6 +198,7 @@
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+ "translatable": 0,
"unique": 0
},
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@@ -222,6 +228,7 @@
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+ "translatable": 0,
"unique": 0
},
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@@ -253,6 +260,7 @@
"reqd": 0,
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+ "translatable": 0,
"unique": 0
},
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@@ -282,6 +290,7 @@
"reqd": 0,
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+ "translatable": 0,
"unique": 0
},
{
@@ -311,6 +320,7 @@
"reqd": 0,
"search_index": 0,
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+ "translatable": 0,
"unique": 0
},
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@@ -340,6 +350,7 @@
"reqd": 0,
"search_index": 0,
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+ "translatable": 0,
"unique": 0
},
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@@ -369,6 +380,7 @@
"reqd": 0,
"search_index": 0,
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+ "translatable": 0,
"unique": 0
},
{
@@ -398,6 +410,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -419,7 +432,7 @@
"label": "Applicable For",
"length": 0,
"no_copy": 0,
- "options": "\nCustomer\nCustomer Group\nTerritory\nSales Partner\nCampaign\nSupplier\nSupplier Type",
+ "options": "\nCustomer\nCustomer Group\nTerritory\nSales Partner\nCampaign\nSupplier\nSupplier Group",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
@@ -429,6 +442,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
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@@ -460,6 +474,7 @@
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+ "translatable": 0,
"unique": 0
},
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@@ -491,6 +506,7 @@
"reqd": 0,
"search_index": 0,
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+ "translatable": 0,
"unique": 0
},
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@@ -522,6 +538,7 @@
"reqd": 0,
"search_index": 0,
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+ "translatable": 0,
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@@ -553,6 +570,7 @@
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+ "translatable": 0,
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@@ -584,6 +602,7 @@
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+ "translatable": 0,
"unique": 0
},
{
@@ -615,6 +634,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -623,8 +643,8 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "depends_on": "eval:doc.applicable_for==\"Supplier Type\"",
- "fieldname": "supplier_type",
+ "depends_on": "eval:doc.applicable_for==\"Supplier Group\"",
+ "fieldname": "supplier_group",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
@@ -633,10 +653,10 @@
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Supplier Type",
+ "label": "Supplier Group",
"length": 0,
"no_copy": 0,
- "options": "Supplier Type",
+ "options": "Supplier Group",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
@@ -646,6 +666,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
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@@ -675,6 +696,7 @@
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+ "translatable": 0,
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@@ -704,6 +726,7 @@
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+ "translatable": 0,
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@@ -733,6 +756,7 @@
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+ "translatable": 0,
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@@ -762,6 +786,7 @@
"reqd": 0,
"search_index": 0,
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+ "translatable": 0,
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@@ -791,6 +816,7 @@
"reqd": 0,
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+ "translatable": 0,
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@@ -821,6 +847,7 @@
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+ "translatable": 0,
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@@ -850,6 +877,7 @@
"reqd": 0,
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+ "translatable": 0,
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@@ -878,6 +906,7 @@
"reqd": 0,
"search_index": 0,
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+ "translatable": 0,
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@@ -908,6 +937,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -940,6 +970,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -971,6 +1002,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1003,6 +1035,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1032,6 +1065,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1064,6 +1098,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1093,6 +1128,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1124,6 +1160,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1152,6 +1189,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1182,6 +1220,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1212,6 +1251,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1243,6 +1283,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1273,6 +1314,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1302,6 +1344,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -1316,7 +1359,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2018-02-12 17:21:22.559996",
+ "modified": "2018-04-19 07:52:41.024618",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Pricing Rule",
@@ -1324,7 +1367,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -1344,7 +1386,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -1364,7 +1405,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -1384,7 +1424,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -1404,7 +1443,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
diff --git a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
index e047b6d..9b73fcd 100644
--- a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
+++ b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
@@ -41,7 +41,7 @@
throw(_("Selling must be checked, if Applicable For is selected as {0}"
.format(self.applicable_for)))
- if not self.buying and self.applicable_for in ["Supplier", "Supplier Type"]:
+ if not self.buying and self.applicable_for in ["Supplier", "Supplier Group"]:
throw(_("Buying must be checked, if Applicable For is selected as {0}"
.format(self.applicable_for)))
@@ -85,7 +85,7 @@
"customer_group": "something",
"territory": "something",
"supplier": "something",
- "supplier_type": "something",
+ "supplier_group": "something",
"currency": "something",
"conversion_rate": "something",
"price_list": "something",
@@ -165,10 +165,10 @@
if customer:
args.customer_group, args.territory = customer
- args.supplier = args.supplier_type = None
+ args.supplier = args.supplier_group = None
- elif args.supplier and not args.supplier_type:
- args.supplier_type = frappe.db.get_value("Supplier", args.supplier, "supplier_type")
+ elif args.supplier and not args.supplier_group:
+ args.supplier_group = frappe.db.get_value("Supplier", args.supplier, "supplier_group")
args.customer = args.customer_group = args.territory = None
pricing_rules = get_pricing_rules(args)
@@ -258,7 +258,7 @@
conditions = item_variant_condition = ""
values = {"item_code": args.get("item_code"), "brand": args.get("brand")}
- for field in ["company", "customer", "supplier", "supplier_type", "campaign", "sales_partner"]:
+ for field in ["company", "customer", "supplier", "supplier_group", "campaign", "sales_partner"]:
if args.get(field):
conditions += " and ifnull("+field+", '') in (%("+field+")s, '')"
values[field] = args.get(field)
@@ -324,11 +324,11 @@
# apply internal priority
all_fields = ["item_code", "item_group", "brand", "customer", "customer_group", "territory",
- "supplier", "supplier_type", "campaign", "sales_partner", "variant_of"]
+ "supplier", "supplier_group", "campaign", "sales_partner", "variant_of"]
if len(pricing_rules) > 1:
for field_set in [["item_code", "variant_of", "item_group", "brand"],
- ["customer", "customer_group", "territory"], ["supplier", "supplier_type"]]:
+ ["customer", "customer_group", "territory"], ["supplier", "supplier_group"]]:
remaining_fields = list(set(all_fields) - set(field_set))
if if_all_rules_same(pricing_rules, remaining_fields):
pricing_rules = apply_internal_priority(pricing_rules, field_set, args)
diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
index 39f8039..d2c4193 100644
--- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
+++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
@@ -92,8 +92,21 @@
})
}, __("Get items from"));
}
-
this.frm.toggle_reqd("supplier_warehouse", this.frm.doc.is_subcontracted==="Yes");
+
+ var me = this;
+ if (doc.docstatus == 1 && !doc.inter_company_invoice_reference) {
+ frappe.model.with_doc("Supplier", me.frm.doc.supplier, function() {
+ var supplier = frappe.model.get_doc("Supplier", me.frm.doc.supplier);
+ var internal = supplier.is_internal_supplier;
+ var disabled = supplier.disabled;
+ if (internal == 1 && disabled == 0) {
+ me.frm.add_custom_button("Inter Company Invoice", function() {
+ me.make_inter_company_invoice(me.frm);
+ }, __("Make"));
+ }
+ });
+ }
},
supplier: function() {
@@ -133,6 +146,13 @@
}
},
+ make_inter_company_invoice: function(frm) {
+ frappe.model.open_mapped_doc({
+ method: "erpnext.accounts.doctype.purchase_invoice.purchase_invoice.make_inter_company_sales_invoice",
+ frm: frm
+ });
+ },
+
is_paid: function() {
hide_fields(this.frm.doc);
if(cint(this.frm.doc.is_paid)) {
@@ -185,9 +205,10 @@
var row = locals[cdt][cdn];
if(row.asset) {
frappe.call({
- method: "erpnext.accounts.doctype.purchase_invoice.purchase_invoice.get_fixed_asset_account",
+ method: "erpnext.assets.doctype.asset_category.asset_category.get_asset_category_account",
args: {
"asset": row.asset,
+ "fieldname": "fixed_asset_account",
"account": row.expense_account
},
callback: function(r, rt) {
diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json
index f6faf11..8acdf5c 100755
--- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json
+++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json
@@ -3811,6 +3811,38 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "inter_company_invoice_reference",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Inter Company Invoice Reference",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Sales Invoice",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "remarks",
"fieldtype": "Small Text",
"hidden": 0,
@@ -4040,7 +4072,7 @@
"istable": 0,
"max_attachments": 0,
"menu_index": 0,
- "modified": "2018-03-10 07:33:12.760250",
+ "modified": "2018-04-19 15:48:29.457594",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Invoice",
@@ -4049,7 +4081,6 @@
"permissions": [
{
"amend": 1,
- "apply_user_permissions": 0,
"cancel": 1,
"create": 1,
"delete": 0,
@@ -4069,7 +4100,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -4089,7 +4119,6 @@
},
{
"amend": 1,
- "apply_user_permissions": 0,
"cancel": 1,
"create": 1,
"delete": 1,
@@ -4109,7 +4138,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -4129,7 +4157,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
index 569664d..f6103cc 100644
--- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
+++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
@@ -8,7 +8,7 @@
import frappe.defaults
from erpnext.controllers.buying_controller import BuyingController
-from erpnext.accounts.party import get_party_account, get_due_date
+from erpnext.accounts.party import get_party_account, get_due_date, get_patry_tax_withholding_details
from erpnext.accounts.utils import get_account_currency, get_fiscal_year
from erpnext.stock.doctype.purchase_receipt.purchase_receipt import update_billed_amount_based_on_po
from erpnext.stock import get_warehouse_account_map
@@ -17,6 +17,9 @@
from erpnext.buying.utils import check_for_closed_status
from erpnext.accounts.general_ledger import get_round_off_account_and_cost_center
from frappe.model.mapper import get_mapped_doc
+from erpnext.accounts.doctype.sales_invoice.sales_invoice import validate_inter_company_party, update_linked_invoice,\
+ unlink_inter_company_invoice
+from erpnext.assets.doctype.asset_category.asset_category import get_asset_category_account
form_grid_templates = {
"items": "templates/form_grid/item_grid.html"
@@ -43,6 +46,7 @@
self.is_opening = 'No'
self.validate_posting_time()
+ self.set_tax_withholding()
super(PurchaseInvoice, self).validate()
if not self.is_return:
@@ -50,7 +54,6 @@
self.pr_required()
self.validate_supplier_invoice()
-
# validate cash purchase
if (self.is_paid == 1):
self.validate_cash()
@@ -73,6 +76,7 @@
self.validate_fixed_asset_account()
self.create_remarks()
self.set_status()
+ validate_inter_company_party(self.doctype, self.supplier, self.company, self.inter_company_invoice_reference)
def validate_cash(self):
if not self.cash_bank_account and flt(self.paid_amount):
@@ -164,7 +168,6 @@
super(PurchaseInvoice, self).validate_warehouse()
-
def validate_item_code(self):
for d in self.get('items'):
if not d.item_code:
@@ -302,22 +305,7 @@
self.make_gl_entries()
self.update_project()
- self.update_fixed_asset()
-
- def update_fixed_asset(self):
- for d in self.get("items"):
- if d.is_fixed_asset:
- asset = frappe.get_doc("Asset", d.asset)
- if self.docstatus==1:
- asset.purchase_invoice = self.name
- asset.purchase_date = self.posting_date
- asset.supplier = self.supplier
- else:
- asset.purchase_invoice = None
- asset.supplier = None
-
- asset.flags.ignore_validate_update_after_submit = True
- asset.save()
+ update_linked_invoice(self.doctype, self.name, self.inter_company_invoice_reference)
def make_gl_entries(self, gl_entries=None, repost_future_gle=True, from_repost=False):
if not self.grand_total:
@@ -434,6 +422,50 @@
"remarks": self.get("remarks") or _("Accounting Entry for Stock"),
"credit": flt(item.rm_supp_cost)
}, warehouse_account[self.supplier_warehouse]["account_currency"]))
+
+ elif item.is_fixed_asset:
+ asset_accounts = self.get_company_default(["asset_received_but_not_billed",
+ "expenses_included_in_asset_valuation", "capital_work_in_progress_account"])
+
+ asset_amount = flt(item.net_amount) + flt(item.item_tax_amount/self.conversion_rate)
+ base_asset_amount = flt(item.base_net_amount + item.item_tax_amount)
+
+ if not self.update_stock:
+ asset_rbnb_currency = get_account_currency(asset_accounts[0])
+ gl_entries.append(self.get_gl_dict({
+ "account": asset_accounts[0],
+ "against": self.supplier,
+ "remarks": self.get("remarks") or _("Accounting Entry for Asset"),
+ "debit": base_asset_amount,
+ "debit_in_account_currency": (base_asset_amount
+ if asset_rbnb_currency == self.company_currency else asset_amount)
+ }))
+ else:
+ cwip_account = get_asset_category_account(item.asset,
+ 'capital_work_in_progress_account') or asset_accounts[2]
+
+ cwip_account_currency = get_account_currency(cwip_account)
+ gl_entries.append(self.get_gl_dict({
+ "account": cwip_account,
+ "against": self.supplier,
+ "remarks": self.get("remarks") or _("Accounting Entry for Asset"),
+ "debit": base_asset_amount,
+ "debit_in_account_currency": (base_asset_amount
+ if cwip_account_currency == self.company_currency else asset_amount)
+ }))
+
+ if item.item_tax_amount:
+ asset_eiiav_currency = get_account_currency(asset_accounts[0])
+ gl_entries.append(self.get_gl_dict({
+ "account": asset_accounts[1],
+ "against": self.supplier,
+ "remarks": self.get("remarks") or _("Accounting Entry for Asset"),
+ "cost_center": item.cost_center,
+ "credit": item.item_tax_amount,
+ "credit_in_account_currency": (item.item_tax_amount
+ if asset_eiiav_currency == self.company_currency else
+ item.item_tax_amount / self.conversion_rate)
+ }))
else:
gl_entries.append(
self.get_gl_dict({
@@ -632,9 +664,10 @@
self.make_gl_entries_on_cancel()
self.update_project()
- self.update_fixed_asset()
frappe.db.set(self, 'status', 'Cancelled')
+ unlink_inter_company_invoice(self.doctype, self.name, self.inter_company_invoice_reference)
+
def update_project(self):
project_list = []
for d in self.items:
@@ -697,26 +730,26 @@
def on_recurring(self, reference_doc, auto_repeat_doc):
self.due_date = None
+ def set_tax_withholding(self):
+ """
+ 1. Get TDS Configurations against Supplier
+ """
+
+ tax_withholding_details = get_patry_tax_withholding_details(self)
+ for tax_details in tax_withholding_details:
+ if flt(self.get("rounded_total") or self.grand_total) >= flt(tax_details['threshold']):
+ if self.taxes:
+ if tax_details['tax']['description'] not in [tax.description for tax in self.taxes]:
+ self.append('taxes', tax_details['tax'])
+ else:
+ self.append('taxes', tax_details['tax'])
+
@frappe.whitelist()
def make_debit_note(source_name, target_doc=None):
from erpnext.controllers.sales_and_purchase_return import make_return_doc
return make_return_doc("Purchase Invoice", source_name, target_doc)
@frappe.whitelist()
-def get_fixed_asset_account(asset, account=None):
- if account:
- if frappe.db.get_value("Account", account, "account_type") != "Fixed Asset":
- account=None
-
- if not account:
- asset_category, company = frappe.db.get_value("Asset", asset, ["asset_category", "company"])
-
- account = frappe.db.get_value("Asset Category Account",
- filters={"parent": asset_category, "company_name": company}, fieldname="fixed_asset_account")
-
- return account
-
-@frappe.whitelist()
def make_stock_entry(source_name, target_doc=None):
doc = get_mapped_doc("Purchase Invoice", source_name, {
"Purchase Invoice": {
@@ -733,4 +766,9 @@
}
}, target_doc)
- return doc
\ No newline at end of file
+ return doc
+
+@frappe.whitelist()
+def make_inter_company_sales_invoice(source_name, target_doc=None):
+ from erpnext.accounts.doctype.sales_invoice.sales_invoice import make_inter_company_invoice
+ return make_inter_company_invoice("Purchase Invoice", source_name, target_doc)
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json b/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json
index d1f99ab..ef9b2f6 100755
--- a/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json
+++ b/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json
@@ -2258,7 +2258,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
- "modified": "2018-02-22 15:15:25.297672",
+ "modified": "2018-04-23 14:07:33.576495",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Invoice Item",
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
index a01dc29..4e33cb8 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
@@ -101,6 +101,19 @@
}
this.set_default_print_format();
+ var me = this;
+ if (doc.docstatus == 1 && !doc.inter_company_invoice_reference) {
+ frappe.model.with_doc("Customer", me.frm.doc.customer, function() {
+ var customer = frappe.model.get_doc("Customer", me.frm.doc.customer);
+ var internal = customer.is_internal_customer;
+ var disabled = customer.disabled;
+ if (internal == 1 && disabled == 0) {
+ me.frm.add_custom_button("Inter Company Invoice", function() {
+ me.make_inter_company_invoice();
+ }, __("Make"));
+ }
+ });
+ }
},
on_submit: function(doc, dt, dn) {
@@ -201,11 +214,9 @@
tc_name: function() {
this.get_terms();
},
-
customer: function() {
var me = this;
if(this.frm.updating_party_details) return;
-
erpnext.utils.get_party_details(this.frm,
"erpnext.accounts.party.get_party_details", {
posting_date: this.frm.doc.posting_date,
@@ -218,6 +229,13 @@
})
},
+ make_inter_company_invoice: function() {
+ frappe.model.open_mapped_doc({
+ method: "erpnext.accounts.doctype.sales_invoice.sales_invoice.make_inter_company_purchase_invoice",
+ frm: me.frm
+ });
+ },
+
debit_to: function() {
var me = this;
if(this.frm.doc.debit_to) {
@@ -621,4 +639,3 @@
refresh_field('total_billing_amount')
}
-
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
index 5441122..11edefc 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
@@ -15,1263 +15,1304 @@
"engine": "InnoDB",
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "customer_section",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "",
- "length": 0,
- "no_copy": 0,
- "options": "fa fa-user",
- "permlevel": 0,
- "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,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "customer_section",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "",
+ "length": 0,
+ "no_copy": 0,
+ "options": "fa fa-user",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
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+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "column_break2",
- "fieldtype": "Column Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break2",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0,
"width": "50%"
},
{
@@ -3952,6 +3993,38 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "inter_company_invoice_reference",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Inter Company Invoice Reference",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Purchase Invoice",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"description": "",
"fieldname": "customer_group",
"fieldtype": "Link",
@@ -4833,7 +4906,6 @@
"permissions": [
{
"amend": 1,
- "apply_user_permissions": 0,
"cancel": 1,
"create": 1,
"delete": 1,
@@ -4853,7 +4925,6 @@
},
{
"amend": 1,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 0,
@@ -4873,7 +4944,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -4893,7 +4963,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
index a3ad049..9220cc8 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
@@ -73,6 +73,7 @@
self.validate_account_for_change_amount()
self.validate_fixed_asset()
self.set_income_account_for_fixed_assets()
+ validate_inter_company_party(self.doctype, self.customer, self.company, self.inter_company_invoice_reference)
if cint(self.is_pos):
self.validate_pos()
@@ -146,6 +147,7 @@
update_company_current_month_sales(self.company)
self.update_project()
+ update_linked_invoice(self.doctype, self.name, self.inter_company_invoice_reference)
def validate_pos_paid_amount(self):
if len(self.payments) == 0 and self.is_pos:
@@ -186,6 +188,8 @@
update_company_current_month_sales(self.company)
self.update_project()
+ unlink_inter_company_invoice(self.doctype, self.name, self.inter_company_invoice_reference)
+
def update_status_updater_args(self):
if cint(self.update_stock):
self.status_updater.extend([{
@@ -336,7 +340,7 @@
for item in self.get("items"):
if item.get('item_code'):
for fname, val in get_pos_profile_item_details(pos,
- frappe._dict(item.as_dict()), pos, True).items():
+ frappe._dict(item.as_dict()), pos).items():
if (not for_validate) or (for_validate and not item.get(fname)):
item.set(fname, val)
@@ -907,11 +911,48 @@
project.update_billed_amount()
project.save()
+
def verify_payment_amount_is_positive(self):
for entry in self.payments:
if entry.amount < 0:
frappe.throw(_("Row #{0} (Payment Table): Amount must be positive").format(entry.idx))
+def validate_inter_company_party(doctype, party, company, inter_company_invoice_reference):
+ if doctype == "Sales Invoice":
+ partytype, ref_partytype, internal = "Customer", "Supplier", "is_internal_customer"
+ ref_doc = "Purchase Invoice"
+ else:
+ partytype, ref_partytype, internal = "Supplier", "Customer", "is_internal_supplier"
+ ref_doc = "Sales Invoice"
+
+ if inter_company_invoice_reference:
+ doc = frappe.get_doc(ref_doc, inter_company_invoice_reference)
+ ref_party = doc.supplier if doctype == "Sales Invoice" else doc.customer
+ if not frappe.db.get_value(partytype, {"represents_company": doc.company}, "name") == party:
+ frappe.throw(_("Invalid {0} for Inter Company Invoice.").format(partytype))
+ if not frappe.db.get_value(ref_partytype, {"name": ref_party}, "represents_company") == company:
+ frappe.throw(_("Invalid Company for Inter Company Invoice."))
+
+ elif frappe.db.get_value(partytype, {"name": party, internal: 1}, "name") == party:
+ companies = frappe.db.sql("""select company from `tabAllowed To Transact With`
+ where parenttype = '{0}' and parent = '{1}'""".format(partytype, party), as_list = 1)
+ companies = [d[0] for d in companies]
+ if not company in companies:
+ frappe.throw(_("{0} not allowed to transact with {1}. Please change the Company.").format(partytype, company))
+
+def update_linked_invoice(doctype, name, inter_company_invoice_reference):
+ if inter_company_invoice_reference:
+ frappe.db.set_value(doctype, inter_company_invoice_reference,\
+ "inter_company_invoice_reference", name)
+
+def unlink_inter_company_invoice(doctype, name, inter_company_invoice_reference):
+ ref_doc = "Purchase Invoice" if doctype == "Sales Invoice" else "Sales Invoice"
+ if inter_company_invoice_reference:
+ frappe.db.set_value(doctype, name,\
+ "inter_company_invoice_reference", "")
+ frappe.db.set_value(ref_doc, inter_company_invoice_reference,\
+ "inter_company_invoice_reference", "")
+
def get_list_context(context=None):
from erpnext.controllers.website_list_for_contact import get_list_context
list_context = get_list_context(context)
@@ -992,3 +1033,88 @@
for data in self.payments:
if not data.account:
data.account = get_bank_cash_account(data.mode_of_payment, self.company).get("account")
+
+def get_inter_company_details(doc, doctype):
+ if doctype == "Sales Invoice":
+ party = frappe.db.get_value("Supplier", {"disabled": 0, "is_internal_supplier": 1, "represents_company": doc.company}, "name")
+ company = frappe.db.get_value("Customer", {"name": doc.customer}, "represents_company")
+ else:
+ party = frappe.db.get_value("Customer", {"disabled": 0, "is_internal_customer": 1, "represents_company": doc.company}, "name")
+ company = frappe.db.get_value("Supplier", {"name": doc.supplier}, "represents_company")
+
+ return {
+ "party": party,
+ "company": company
+ }
+
+
+def validate_inter_company_invoice(doc, doctype):
+
+ details = get_inter_company_details(doc, doctype)
+ price_list = doc.selling_price_list if doctype == "Sales Invoice" else doc.buying_price_list
+ valid_price_list = frappe.db.get_value("Price List", {"name": price_list, "buying": 1, "selling": 1})
+ if not valid_price_list:
+ frappe.throw(_("Selected Price List should have buying and selling fields checked."))
+
+ party = details.get("party")
+ if not party:
+ partytype = "Supplier" if doctype == "Sales Invoice" else "Customer"
+ frappe.throw(_("No {0} found for Inter Company Transactions.").format(partytype))
+
+ company = details.get("company")
+ default_currency = frappe.db.get_value("Company", company, "default_currency")
+ if default_currency != doc.currency:
+ frappe.throw(_("Company currencies of both the companies should match for Inter Company Transactions."))
+
+ return
+
+@frappe.whitelist()
+def make_inter_company_purchase_invoice(source_name, target_doc=None):
+ return make_inter_company_invoice("Sales Invoice", source_name, target_doc)
+
+def make_inter_company_invoice(doctype, source_name, target_doc=None):
+ if doctype == "Sales Invoice":
+ source_doc = frappe.get_doc("Sales Invoice", source_name)
+ target_doctype = "Purchase Invoice"
+ else:
+ source_doc = frappe.get_doc("Purchase Invoice", source_name)
+ target_doctype = "Sales Invoice"
+
+ validate_inter_company_invoice(source_doc, doctype)
+ details = get_inter_company_details(source_doc, doctype)
+
+ def set_missing_values(source, target):
+ target.run_method("set_missing_values")
+
+ def update_details(source_doc, target_doc, source_parent):
+ target_doc.inter_company_invoice_reference = source_doc.name
+ if target_doc.doctype == "Purchase Invoice":
+ target_doc.company = details.get("company")
+ target_doc.supplier = details.get("party")
+ target_doc.buying_price_list = source_doc.selling_price_list
+ else:
+ target_doc.company = details.get("company")
+ target_doc.customer = details.get("party")
+ target_doc.selling_price_list = source_doc.buying_price_list
+
+ doclist = get_mapped_doc(doctype, source_name, {
+ doctype: {
+ "doctype": target_doctype,
+ "postprocess": update_details,
+ "field_no_map": [
+ "taxes_and_charges"
+ ]
+ },
+ doctype +" Item": {
+ "doctype": target_doctype + " Item",
+ "field_no_map": [
+ "income_account",
+ "expense_account",
+ "cost_center",
+ "warehouse"
+ ]
+ }
+
+ }, target_doc, set_missing_values)
+
+ return doclist
diff --git a/erpnext/accounts/doctype/tax_rule/tax_rule.js b/erpnext/accounts/doctype/tax_rule/tax_rule.js
index 84c42a3..370890e 100644
--- a/erpnext/accounts/doctype/tax_rule/tax_rule.js
+++ b/erpnext/accounts/doctype/tax_rule/tax_rule.js
@@ -2,7 +2,7 @@
// License: GNU General Public License v3. See license.txt
cur_frm.add_fetch("customer", "customer_group", "customer_group" );
-cur_frm.add_fetch("supplier", "supplier_type", "supplier_type" );
+cur_frm.add_fetch("supplier", "supplier_group_name", "supplier_group" );
frappe.ui.form.on("Tax Rule", "tax_type", function(frm) {
frm.toggle_reqd("sales_tax_template", frm.doc.tax_type=="Sales");
diff --git a/erpnext/accounts/doctype/tax_rule/tax_rule.json b/erpnext/accounts/doctype/tax_rule/tax_rule.json
index a746daf..56ca055 100644
--- a/erpnext/accounts/doctype/tax_rule/tax_rule.json
+++ b/erpnext/accounts/doctype/tax_rule/tax_rule.json
@@ -1,5 +1,6 @@
{
"allow_copy": 0,
+ "allow_guest_to_view": 0,
"allow_import": 1,
"allow_rename": 0,
"autoname": "TR.####",
@@ -12,6 +13,7 @@
"editable_grid": 0,
"fields": [
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -40,9 +42,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -69,9 +73,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -97,9 +103,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -128,9 +136,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -159,9 +169,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -188,9 +200,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -219,9 +233,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -250,9 +266,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -279,9 +297,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -308,9 +328,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -337,9 +359,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -367,9 +391,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -395,9 +421,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -426,15 +454,17 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.tax_type==\"Purchase\"",
- "fieldname": "supplier_type",
+ "fieldname": "supplier_group",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
@@ -443,10 +473,10 @@
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Supplier Type",
+ "label": "Supplier Group",
"length": 0,
"no_copy": 0,
- "options": "Supplier Type",
+ "options": "Supplier Group",
"permlevel": 0,
"precision": "",
"print_hide": 0,
@@ -457,9 +487,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -486,9 +518,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -515,9 +549,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -544,9 +580,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -574,9 +612,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -603,9 +643,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -632,9 +674,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -660,9 +704,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -689,9 +735,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -717,9 +765,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -747,9 +797,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -775,9 +827,11 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -805,20 +859,21 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
+ "has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_view": 0,
"in_create": 0,
- "in_dialog": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-02-17 16:22:42.501765",
+ "modified": "2018-04-19 07:53:43.020808",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Tax Rule",
@@ -827,7 +882,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
diff --git a/erpnext/accounts/doctype/tax_rule/tax_rule.py b/erpnext/accounts/doctype/tax_rule/tax_rule.py
index ddef657..56bd287 100644
--- a/erpnext/accounts/doctype/tax_rule/tax_rule.py
+++ b/erpnext/accounts/doctype/tax_rule/tax_rule.py
@@ -30,7 +30,7 @@
def validate_tax_template(self):
if self.tax_type== "Sales":
- self.purchase_tax_template = self.supplier = self.supplier_type = None
+ self.purchase_tax_template = self.supplier = self.supplier_group = None
if self.customer:
self.customer_group = None
@@ -38,7 +38,7 @@
self.sales_tax_template = self.customer = self.customer_group = None
if self.supplier:
- self.supplier_type = None
+ self.supplier_group = None
if not (self.sales_tax_template or self.purchase_tax_template):
frappe.throw(_("Tax Template is mandatory."))
@@ -53,7 +53,7 @@
"customer": self.customer,
"customer_group": self.customer_group,
"supplier": self.supplier,
- "supplier_type": self.supplier_type,
+ "supplier_group": self.supplier_group,
"billing_city": self.billing_city,
"billing_county": self.billing_county,
"billing_state": self.billing_state,
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/accounts/doctype/tax_withholding_account/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/accounts/doctype/tax_withholding_account/__init__.py
diff --git a/erpnext/accounts/doctype/tax_withholding_account/tax_withholding_account.json b/erpnext/accounts/doctype/tax_withholding_account/tax_withholding_account.json
new file mode 100644
index 0000000..06d6b08
--- /dev/null
+++ b/erpnext/accounts/doctype/tax_withholding_account/tax_withholding_account.json
@@ -0,0 +1,105 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-13 18:43:14.898336",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "account",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Account",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Account",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-04-13 18:44:25.055382",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Tax Withholding Account",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/accounts/doctype/tax_withholding_account/tax_withholding_account.py
similarity index 85%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/accounts/doctype/tax_withholding_account/tax_withholding_account.py
index c280254..76e3fa3 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/accounts/doctype/tax_withholding_account/tax_withholding_account.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class TaxWithholdingAccount(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/accounts/doctype/tax_withholding_category/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/accounts/doctype/tax_withholding_category/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.js
similarity index 75%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.js
index 504da27..da99a8d 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Tax Withholding Category', {
refresh: function(frm) {
}
diff --git a/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.json b/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.json
new file mode 100644
index 0000000..a590776
--- /dev/null
+++ b/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.json
@@ -0,0 +1,409 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "Prompt",
+ "beta": 0,
+ "creation": "2018-04-13 18:42:06.431683",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "is_default",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Default",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "enabled",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Enabled",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "percent_of_tax_withheld",
+ "fieldtype": "Float",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Percent of Tax Withheld",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "threshold",
+ "fieldtype": "Currency",
+ "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": "Threshold",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_3",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "book_on_invoice",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Book on Invoice",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "book_on_advance",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Book on Advance",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "withhold_cumulative_tax_amount",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Withhold Cumulative Tax Amount On First Invoice After Threshold",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_7",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "accounts",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Accounts",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Tax Withholding Account",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-11 14:25:07.474461",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Tax Withholding 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": 1,
+ "delete": 1,
+ "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": 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
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py b/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py
new file mode 100644
index 0000000..61f4b60
--- /dev/null
+++ b/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py
@@ -0,0 +1,13 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+
+class TaxWithholdingCategory(Document):
+ def validate(self):
+ if not frappe.db.get_value("Tax Withholding Category",
+ {"is_default": 1, "name": ("!=", self.name)}, "name"):
+ self.is_default = 1
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/accounts/doctype/tax_withholding_category/test_tax_withholding_category.js
similarity index 66%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/accounts/doctype/tax_withholding_category/test_tax_withholding_category.js
index 81b0f8d..eab98d4 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/accounts/doctype/tax_withholding_category/test_tax_withholding_category.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Tax Withholding Category", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Tax Withholding Category
+ () => frappe.tests.make('Tax Withholding Category', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/accounts/doctype/tax_withholding_category/test_tax_withholding_category.py
similarity index 77%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/accounts/doctype/tax_withholding_category/test_tax_withholding_category.py
index 6978720..7d99011 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/accounts/doctype/tax_withholding_category/test_tax_withholding_category.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestTaxWithholdingCategory(unittest.TestCase):
pass
diff --git a/erpnext/accounts/party.py b/erpnext/accounts/party.py
index f7179d6..69b369f 100644
--- a/erpnext/accounts/party.py
+++ b/erpnext/accounts/party.py
@@ -47,7 +47,7 @@
set_contact_details(out, party, party_type)
set_other_values(out, party, party_type)
set_price_list(out, party, party_type, price_list)
- out["taxes_and_charges"] = set_taxes(party.name, party_type, posting_date, company, out.customer_group, out.supplier_type)
+ out["taxes_and_charges"] = set_taxes(party.name, party_type, posting_date, company, out.customer_group, out.supplier_group)
out["payment_terms_template"] = get_pyt_term_template(party.name, party_type, company)
if not out.get("currency"):
@@ -105,7 +105,7 @@
if party_type=="Customer":
to_copy = ["customer_name", "customer_group", "territory", "language"]
else:
- to_copy = ["supplier_name", "supplier_type", "language"]
+ to_copy = ["supplier_name", "supplier_group", "language"]
for f in to_copy:
out[f] = party.get(f)
@@ -169,7 +169,7 @@
def get_party_account(party_type, party, company):
"""Returns the account for the given `party`.
Will first search in party (Customer / Supplier) record, if not found,
- will search in group (Customer Group / Supplier Type),
+ will search in group (Customer Group / Supplier Group),
finally will return default."""
if not company:
frappe.throw(_("Please select a Company"))
@@ -181,7 +181,7 @@
{"parenttype": party_type, "parent": party, "company": company}, "account")
if not account and party_type in ['Customer', 'Supplier']:
- party_group_doctype = "Customer Group" if party_type=="Customer" else "Supplier Type"
+ party_group_doctype = "Customer Group" if party_type=="Customer" else "Supplier Group"
group = frappe.db.get_value(party_type, party, scrub(party_group_doctype))
account = frappe.db.get_value("Party Account",
{"parenttype": party_group_doctype, "parent": group, "company": company}, "account")
@@ -274,8 +274,8 @@
due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime("%Y-%m-%d")
else:
if party_type == "Supplier":
- supplier_type = frappe.db.get_value(party_type, party, fieldname="supplier_type")
- template_name = frappe.db.get_value("Supplier Type", supplier_type, fieldname="payment_terms")
+ supplier_group = frappe.db.get_value(party_type, party, fieldname="supplier_group")
+ template_name = frappe.db.get_value("Supplier Group", supplier_group, fieldname="payment_terms")
if template_name:
due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime("%Y-%m-%d")
# If due date is calculated from bill_date, check this condition
@@ -321,7 +321,7 @@
.format(formatdate(default_due_date)))
@frappe.whitelist()
-def set_taxes(party, party_type, posting_date, company, customer_group=None, supplier_type=None,
+def set_taxes(party, party_type, posting_date, company, customer_group=None, supplier_group=None,
billing_address=None, shipping_address=None, use_for_shopping_cart=None):
from erpnext.accounts.doctype.tax_rule.tax_rule import get_tax_template, get_party_details
args = {
@@ -332,8 +332,8 @@
if customer_group:
args['customer_group'] = customer_group
- if supplier_type:
- args['supplier_type'] = supplier_type
+ if supplier_group:
+ args['supplier_group'] = supplier_group
if billing_address or shipping_address:
args.update(get_party_details(party, party_type, {"billing_address": billing_address, \
@@ -371,10 +371,10 @@
customer.customer_group, fieldname='payment_terms')
else:
supplier = frappe.db.get_value("Supplier", party_name,
- fieldname=['payment_terms', "supplier_type"], as_dict=1)
+ fieldname=['payment_terms', "supplier_group"], as_dict=1)
template = supplier.payment_terms
- if not template and supplier.supplier_type:
- template = frappe.db.get_value("Supplier Type", supplier.supplier_type, fieldname='payment_terms')
+ if not template and supplier.supplier_group:
+ template = frappe.db.get_value("Supplier Group", supplier.supplier_group, fieldname='payment_terms')
if not template and company:
template = frappe.db.get_value("Company", company, fieldname='payment_terms')
@@ -448,7 +448,6 @@
return info
-
def get_party_shipping_address(doctype, name):
"""
Returns an Address name (best guess) for the given doctype and name for which `address_type == 'Shipping'` is true.
@@ -476,3 +475,60 @@
return out[0][0]
else:
return ''
+
+def get_patry_tax_withholding_details(ref_doc):
+ supplier = frappe.get_doc("Supplier", ref_doc.supplier)
+ tax_withholding_details = []
+ print(supplier)
+ for tax in supplier.tax_withholding_config:
+ tax_mapper = get_tax_mapper()
+
+ set_tax_withholding_details(tax_mapper, ref_doc, tax_withholding_category=tax.tax_withholding_category)
+
+ if tax.valid_till and date_diff(tax.valid_till, ref_doc.posting_date) > 0:
+ tax_mapper.update({
+ "rate": tax.applicable_percentage
+ })
+
+ prepare_tax_withholding_details(tax_mapper, tax_withholding_details)
+
+ return tax_withholding_details
+
+def prepare_tax_withholding_details(tax_mapper, tax_withholding_details):
+ if tax_mapper.get('account_head'):
+
+ tax_withholding_details.append({
+ "threshold": tax_mapper['threshold'],
+ "tax": tax_mapper
+ })
+
+ del tax_mapper['threshold']
+
+def set_tax_withholding_details(tax_mapper, ref_doc, tax_withholding_category=None, use_default=0):
+ if tax_withholding_category:
+ tax_withholding = frappe.get_doc("Tax Withholding Category", tax_withholding_category)
+ else:
+ tax_withholding = frappe.get_doc("Tax Withholding Category", {'is_default': 1, 'enabled': 1})
+
+ if tax_withholding.book_on_invoice and ref_doc.doctype=='Purchase Invoice' \
+ or tax_withholding.book_on_advance and ref_doc.doctype in ('Payment Entry', 'Journal Entry'):
+
+ for account_detail in tax_withholding.accounts:
+ if ref_doc.company == account_detail.company:
+ tax_mapper.update({
+ "account_head": account_detail.account,
+ "rate": tax_withholding.percent_of_tax_withheld,
+ "threshold": tax_withholding.threshold,
+ "description": tax_withholding.name
+ })
+
+def get_tax_mapper():
+ return {
+ "category": "Total",
+ "add_deduct_tax": "Deduct",
+ "charge_type": "On Net Total",
+ "rate": 0,
+ "description": '',
+ "account_head": '',
+ "threshold": 0.0
+ }
diff --git a/erpnext/accounts/report/accounts_payable/accounts_payable.js b/erpnext/accounts/report/accounts_payable/accounts_payable.js
index e95b0f3..1066a3e 100644
--- a/erpnext/accounts/report/accounts_payable/accounts_payable.js
+++ b/erpnext/accounts/report/accounts_payable/accounts_payable.js
@@ -11,6 +11,12 @@
"default": frappe.defaults.get_user_default("Company")
},
{
+ "fieldname":"finance_book",
+ "label": __("Finance Book"),
+ "fieldtype": "Link",
+ "options": "Finance Book"
+ },
+ {
"fieldname":"supplier",
"label": __("Supplier"),
"fieldtype": "Link",
diff --git a/erpnext/accounts/report/accounts_receivable/accounts_receivable.js b/erpnext/accounts/report/accounts_receivable/accounts_receivable.js
index 1418de3..d421b6e 100644
--- a/erpnext/accounts/report/accounts_receivable/accounts_receivable.js
+++ b/erpnext/accounts/report/accounts_receivable/accounts_receivable.js
@@ -11,6 +11,12 @@
"default": frappe.defaults.get_user_default("Company")
},
{
+ "fieldname":"finance_book",
+ "label": __("Finance Book"),
+ "fieldtype": "Link",
+ "options": "Finance Book"
+ },
+ {
"fieldname":"customer",
"label": __("Customer"),
"fieldtype": "Link",
diff --git a/erpnext/accounts/report/accounts_receivable/accounts_receivable.py b/erpnext/accounts/report/accounts_receivable/accounts_receivable.py
index fc730ed..8581a25 100644
--- a/erpnext/accounts/report/accounts_receivable/accounts_receivable.py
+++ b/erpnext/accounts/report/accounts_receivable/accounts_receivable.py
@@ -112,7 +112,7 @@
_("Customer Group") + ":Link/Customer Group:120"
]
if args.get("party_type") == "Supplier":
- columns += [_("Supplier Type") + ":Link/Supplier Type:80"]
+ columns += [_("Supplier Group") + ":Link/Supplier Group:80"]
columns.append(_("Remarks") + "::200")
@@ -205,11 +205,11 @@
# Delivery Note
row += [voucher_details.get(gle.voucher_no, {}).get("delivery_note")]
- # customer territory / supplier type
+ # customer territory / supplier group
if args.get("party_type") == "Customer":
row += [self.get_territory(gle.party), self.get_customer_group(gle.party)]
if args.get("party_type") == "Supplier":
- row += [self.get_supplier_type(gle.party)]
+ row += [self.get_supplier_group(gle.party)]
row.append(gle.remarks)
data.append(row)
@@ -271,15 +271,15 @@
def get_customer_group(self, party_name):
return self.get_party_map("Customer").get(party_name, {}).get("customer_group") or ""
- def get_supplier_type(self, party_name):
- return self.get_party_map("Supplier").get(party_name, {}).get("supplier_type") or ""
+ def get_supplier_group(self, party_name):
+ return self.get_party_map("Supplier").get(party_name, {}).get("supplier_group") or ""
def get_party_map(self, party_type):
if not hasattr(self, "party_map"):
if party_type == "Customer":
select_fields = "name, customer_name, territory, customer_group"
elif party_type == "Supplier":
- select_fields = "name, supplier_name, supplier_type"
+ select_fields = "name, supplier_name, supplier_group"
self.party_map = dict(((r.name, r) for r in frappe.db.sql("select {0} from `tab{1}`"
.format(select_fields, party_type), as_dict=True)))
@@ -332,6 +332,13 @@
conditions.append("company=%s")
values.append(self.filters.company)
+ if self.filters.finance_book:
+ conditions.append("finance_book in (%s, '')")
+ values.append(self.filters.finance_book)
+ else:
+ conditions.append("ifnull(finance_book,'')=%s")
+ values.append('')
+
if self.filters.get(party_type_field):
conditions.append("party=%s")
values.append(self.filters.get(party_type_field))
diff --git a/erpnext/accounts/report/accounts_receivable_summary/accounts_receivable_summary.py b/erpnext/accounts/report/accounts_receivable_summary/accounts_receivable_summary.py
index 08b24fb..9b50960 100644
--- a/erpnext/accounts/report/accounts_receivable_summary/accounts_receivable_summary.py
+++ b/erpnext/accounts/report/accounts_receivable_summary/accounts_receivable_summary.py
@@ -35,7 +35,7 @@
_("Customer Group") + ":Link/Customer Group:120"
]
if args.get("party_type") == "Supplier":
- columns += [_("Supplier Type") + ":Link/Supplier Type:80"]
+ columns += [_("Supplier Group") + ":Link/Supplier Group:80"]
columns.append({
"fieldname": "currency",
@@ -66,7 +66,7 @@
if args.get("party_type") == "Customer":
row += [self.get_territory(party), self.get_customer_group(party)]
if args.get("party_type") == "Supplier":
- row += [self.get_supplier_type(party)]
+ row += [self.get_supplier_group(party)]
row.append(party_dict.currency)
data.append(row)
@@ -113,7 +113,7 @@
"outstanding_amt", "age", "range1", "range2", "range3", "range4", "currency"]
if args.get("party_type") == "Supplier":
- cols += ["supplier_type", "remarks"]
+ cols += ["supplier_group", "remarks"]
if args.get("party_type") == "Customer":
cols += ["territory", "customer_group", "remarks"]
diff --git a/erpnext/accounts/report/balance_sheet/balance_sheet.py b/erpnext/accounts/report/balance_sheet/balance_sheet.py
index 97990fa..c71ecf4 100644
--- a/erpnext/accounts/report/balance_sheet/balance_sheet.py
+++ b/erpnext/accounts/report/balance_sheet/balance_sheet.py
@@ -58,7 +58,7 @@
return columns, data, message, chart
-def get_provisional_profit_loss(asset, liability, equity, period_list, company):
+def get_provisional_profit_loss(asset, liability, equity, period_list, company, consolidated=False):
provisional_profit_loss = {}
total_row = {}
if asset and (liability or equity):
@@ -73,22 +73,23 @@
has_value = False
for period in period_list:
+ key = period if consolidated else period.key
effective_liability = 0.0
if liability:
- effective_liability += flt(liability[-2].get(period.key))
+ effective_liability += flt(liability[-2].get(key))
if equity:
- effective_liability += flt(equity[-2].get(period.key))
+ effective_liability += flt(equity[-2].get(key))
- provisional_profit_loss[period.key] = flt(asset[-2].get(period.key)) - effective_liability
- total_row[period.key] = effective_liability + provisional_profit_loss[period.key]
+ provisional_profit_loss[key] = flt(asset[-2].get(key)) - effective_liability
+ total_row[key] = effective_liability + provisional_profit_loss[key]
- if provisional_profit_loss[period.key]:
+ if provisional_profit_loss[key]:
has_value = True
- total += flt(provisional_profit_loss[period.key])
+ total += flt(provisional_profit_loss[key])
provisional_profit_loss["total"] = total
- total_row_total += flt(total_row[period.key])
+ total_row_total += flt(total_row[key])
total_row["total"] = total_row_total
if has_value:
diff --git a/erpnext/accounts/report/cash_flow/cash_flow.py b/erpnext/accounts/report/cash_flow/cash_flow.py
index c81db38..56de941 100644
--- a/erpnext/accounts/report/cash_flow/cash_flow.py
+++ b/erpnext/accounts/report/cash_flow/cash_flow.py
@@ -18,6 +18,60 @@
period_list = get_period_list(filters.from_fiscal_year, filters.to_fiscal_year,
filters.periodicity, filters.accumulated_values, filters.company)
+ cash_flow_accounts = get_cash_flow_accounts()
+
+ # compute net profit / loss
+ income = get_data(filters.company, "Income", "Credit", period_list,
+ accumulated_values=filters.accumulated_values, ignore_closing_entries=True, ignore_accumulated_values_for_fy= True)
+ expense = get_data(filters.company, "Expense", "Debit", period_list,
+ accumulated_values=filters.accumulated_values, ignore_closing_entries=True, ignore_accumulated_values_for_fy= True)
+
+ net_profit_loss = get_net_profit_loss(income, expense, period_list, filters.company)
+
+ data = []
+ company_currency = frappe.db.get_value("Company", filters.company, "default_currency")
+
+ for cash_flow_account in cash_flow_accounts:
+ section_data = []
+ data.append({
+ "account_name": cash_flow_account['section_header'],
+ "parent_account": None,
+ "indent": 0.0,
+ "account": cash_flow_account['section_header']
+ })
+
+ if len(data) == 1:
+ # add first net income in operations section
+ if net_profit_loss:
+ net_profit_loss.update({
+ "indent": 1,
+ "parent_account": cash_flow_accounts[0]['section_header']
+ })
+ data.append(net_profit_loss)
+ section_data.append(net_profit_loss)
+
+ for account in cash_flow_account['account_types']:
+ account_data = get_account_type_based_data(filters.company,
+ account['account_type'], period_list, filters.accumulated_values)
+ account_data.update({
+ "account_name": account['label'],
+ "account": account['label'],
+ "indent": 1,
+ "parent_account": cash_flow_account['section_header'],
+ "currency": company_currency
+ })
+ data.append(account_data)
+ section_data.append(account_data)
+
+ add_total_row_account(data, section_data, cash_flow_account['section_footer'],
+ period_list, company_currency)
+
+ add_total_row_account(data, data, _("Net Change in Cash"), period_list, company_currency)
+ columns = get_columns(filters.periodicity, period_list, filters.accumulated_values, filters.company)
+
+ return columns, data
+
+def get_cash_flow_accounts():
operation_accounts = {
"section_name": "Operations",
"section_footer": _("Net Cash from Operations"),
@@ -49,80 +103,17 @@
}
# combine all cash flow accounts for iteration
- cash_flow_accounts = [operation_accounts, investing_accounts, financing_accounts]
-
- # compute net profit / loss
- income = get_data(filters.company, "Income", "Credit", period_list,
- accumulated_values=filters.accumulated_values, ignore_closing_entries=True, ignore_accumulated_values_for_fy= True)
- expense = get_data(filters.company, "Expense", "Debit", period_list,
- accumulated_values=filters.accumulated_values, ignore_closing_entries=True, ignore_accumulated_values_for_fy= True)
-
- net_profit_loss = get_net_profit_loss(income, expense, period_list, filters.company)
-
- data = []
- company_currency = frappe.db.get_value("Company", filters.company, "default_currency")
-
- for cash_flow_account in cash_flow_accounts:
- section_data = []
- data.append({
- "account_name": cash_flow_account['section_header'],
- "parent_account": None,
- "indent": 0.0,
- "account": cash_flow_account['section_header']
- })
-
- if len(data) == 1:
- # add first net income in operations section
- if net_profit_loss:
- net_profit_loss.update({
- "indent": 1,
- "parent_account": operation_accounts['section_header']
- })
- data.append(net_profit_loss)
- section_data.append(net_profit_loss)
-
- for account in cash_flow_account['account_types']:
- account_data = get_account_type_based_data(filters.company,
- account['account_type'], period_list, filters.accumulated_values)
- account_data.update({
- "account_name": account['label'],
- "account": account['label'],
- "indent": 1,
- "parent_account": cash_flow_account['section_header'],
- "currency": company_currency
- })
- data.append(account_data)
- section_data.append(account_data)
-
- add_total_row_account(data, section_data, cash_flow_account['section_footer'],
- period_list, company_currency)
-
- add_total_row_account(data, data, _("Net Change in Cash"), period_list, company_currency)
- columns = get_columns(filters.periodicity, period_list, filters.accumulated_values, filters.company)
-
- return columns, data
-
+ return [operation_accounts, investing_accounts, financing_accounts]
def get_account_type_based_data(company, account_type, period_list, accumulated_values):
data = {}
total = 0
for period in period_list:
start_date = get_start_date(period, accumulated_values, company)
- gl_sum = frappe.db.sql_list("""
- select sum(credit) - sum(debit)
- from `tabGL Entry`
- where company=%s and posting_date >= %s and posting_date <= %s
- and voucher_type != 'Period Closing Voucher'
- and account in ( SELECT name FROM tabAccount WHERE account_type = %s)
- """, (company, start_date if accumulated_values else period['from_date'],
- period['to_date'], account_type))
- if gl_sum and gl_sum[0]:
- amount = gl_sum[0]
- if account_type == "Depreciation":
- amount *= -1
- else:
- amount = 0
+ amount = get_account_type_based_gl_data(company, start_date, period['to_date'], account_type)
+ if amount and account_type == "Depreciation":
+ amount *= -1
total += amount
data.setdefault(period["key"], amount)
@@ -130,16 +121,28 @@
data["total"] = total
return data
+def get_account_type_based_gl_data(company, start_date, end_date, account_type):
+ gl_sum = frappe.db.sql_list("""
+ select sum(credit) - sum(debit)
+ from `tabGL Entry`
+ where company=%s and posting_date >= %s and posting_date <= %s
+ and voucher_type != 'Period Closing Voucher'
+ and account in ( SELECT name FROM tabAccount WHERE account_type = %s)
+ """, (company, start_date, end_date, account_type))
+
+ return gl_sum[0] if gl_sum and gl_sum[0] else 0
def get_start_date(period, accumulated_values, company):
+ if not accumulated_values and period.get('from_date'):
+ return period['from_date']
+
start_date = period["year_start_date"]
if accumulated_values:
start_date = get_fiscal_year(period.to_date, company=company)[1]
return start_date
-
-def add_total_row_account(out, data, label, period_list, currency):
+def add_total_row_account(out, data, label, period_list, currency, consolidated = False):
total_row = {
"account_name": "'" + _("{0}").format(label) + "'",
"account": "'" + _("{0}").format(label) + "'",
@@ -148,8 +151,9 @@
for row in data:
if row.get("parent_account"):
for period in period_list:
- total_row.setdefault(period.key, 0.0)
- total_row[period.key] += row.get(period.key, 0.0)
+ key = period if consolidated else period['key']
+ total_row.setdefault(key, 0.0)
+ total_row[key] += row.get(key, 0.0)
total_row.setdefault("total", 0.0)
total_row["total"] += row["total"]
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/accounts/report/consolidated_financial_statement/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/accounts/report/consolidated_financial_statement/__init__.py
diff --git a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.js b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.js
new file mode 100644
index 0000000..63f263f
--- /dev/null
+++ b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.js
@@ -0,0 +1,46 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Consolidated Financial Statement"] = {
+ "filters": [
+ {
+ "fieldname":"company",
+ "label": __("Company"),
+ "fieldtype": "Link",
+ "options": "Company",
+ "default": frappe.defaults.get_user_default("Company"),
+ "reqd": 1
+ },
+ {
+ "fieldname":"from_fiscal_year",
+ "label": __("Start Year"),
+ "fieldtype": "Link",
+ "options": "Fiscal Year",
+ "default": frappe.defaults.get_user_default("fiscal_year"),
+ "reqd": 1
+ },
+ {
+ "fieldname":"to_fiscal_year",
+ "label": __("End Year"),
+ "fieldtype": "Link",
+ "options": "Fiscal Year",
+ "default": frappe.defaults.get_user_default("fiscal_year"),
+ "reqd": 1
+ },
+ {
+ "fieldname":"report",
+ "label": __("Report"),
+ "fieldtype": "Select",
+ "options": ["Profit and Loss Statement", "Balance Sheet", "Cash Flow"],
+ "default": "Balance Sheet",
+ "reqd": 1
+ },
+ {
+ "fieldname":"accumulated_in_group_company",
+ "label": __("Accumulated Values in Group Company"),
+ "fieldtype": "Check",
+ "default": 0
+ },
+ ]
+}
diff --git a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.json b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.json
new file mode 100644
index 0000000..e03f1af
--- /dev/null
+++ b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.json
@@ -0,0 +1,35 @@
+{
+ "add_total_row": 0,
+ "creation": "2018-04-14 16:01:07.919565",
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "idx": 0,
+ "is_standard": "Yes",
+ "letter_head": "Test AEF",
+ "modified": "2018-04-14 16:01:07.919565",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Consolidated Financial Statement",
+ "owner": "Administrator",
+ "ref_doctype": "Account",
+ "report_name": "Consolidated Financial Statement",
+ "report_type": "Script Report",
+ "roles": [
+ {
+ "role": "Accounts User"
+ },
+ {
+ "role": "Auditor"
+ },
+ {
+ "role": "Sales User"
+ },
+ {
+ "role": "Purchase User"
+ },
+ {
+ "role": "Accounts Manager"
+ }
+ ]
+}
\ No newline at end of file
diff --git a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py
new file mode 100644
index 0000000..0b1fc6d
--- /dev/null
+++ b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py
@@ -0,0 +1,409 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import flt, cint
+from erpnext.accounts.report.financial_statements import get_fiscal_year_data, sort_accounts
+from erpnext.accounts.report.balance_sheet.balance_sheet import (get_provisional_profit_loss,
+ check_opening_balance, get_chart_data)
+from erpnext.accounts.report.profit_and_loss_statement.profit_and_loss_statement import (get_net_profit_loss,
+ get_chart_data as get_pl_chart_data)
+from erpnext.accounts.report.cash_flow.cash_flow import (get_cash_flow_accounts, get_account_type_based_gl_data,
+ add_total_row_account)
+
+def execute(filters=None):
+ columns, data, message, chart = [], [], [], []
+ fiscal_year = get_fiscal_year_data(filters.get('from_fiscal_year'), filters.get('to_fiscal_year'))
+ companies_column, companies = get_companies(filters)
+ columns = get_columns(companies_column)
+
+ if filters.get('report') == "Balance Sheet":
+ data, message, chart = get_balance_sheet_data(fiscal_year, companies, columns, filters)
+ elif filters.get('report') == "Profit and Loss Statement":
+ data, message, chart = get_profit_loss_data(fiscal_year, companies, columns, filters)
+ else:
+ if cint(frappe.db.get_single_value('Accounts Settings', 'use_custom_cash_flow')):
+ from erpnext.accounts.report.cash_flow.custom_cash_flow import execute as execute_custom
+ return execute_custom(filters=filters)
+
+ data = get_cash_flow_data(fiscal_year, companies, filters)
+
+ return columns, data, message, chart
+
+def get_balance_sheet_data(fiscal_year, companies, columns, filters):
+ asset = get_data(companies, "Asset", "Debit", fiscal_year, filters=filters)
+
+ liability = get_data(companies, "Liability", "Credit", fiscal_year, filters=filters)
+
+ equity = get_data(companies, "Equity", "Credit", fiscal_year, filters=filters)
+
+ data = []
+ data.extend(asset or [])
+ data.extend(liability or [])
+ data.extend(equity or [])
+
+ provisional_profit_loss, total_credit = get_provisional_profit_loss(asset, liability, equity,
+ companies, filters.get('company'), True)
+
+ message, opening_balance = check_opening_balance(asset, liability, equity)
+
+ if opening_balance and round(opening_balance,2) !=0:
+ unclosed ={
+ "account_name": "'" + _("Unclosed Fiscal Years Profit / Loss (Credit)") + "'",
+ "account": "'" + _("Unclosed Fiscal Years Profit / Loss (Credit)") + "'",
+ "warn_if_negative": True,
+ "currency": frappe.db.get_value("Company", filters.company, "default_currency")
+ }
+ for company in companies:
+ unclosed[company] = opening_balance
+ if provisional_profit_loss:
+ provisional_profit_loss[company] = provisional_profit_loss[company] - opening_balance
+
+ unclosed["total"]=opening_balance
+ data.append(unclosed)
+
+ if provisional_profit_loss:
+ data.append(provisional_profit_loss)
+ if total_credit:
+ data.append(total_credit)
+
+ chart = get_chart_data(filters, columns, asset, liability, equity)
+
+ return data, message, chart
+
+def get_profit_loss_data(fiscal_year, companies, columns, filters):
+ income, expense, net_profit_loss = get_income_expense_data(companies, fiscal_year, filters)
+
+ data = []
+ data.extend(income or [])
+ data.extend(expense or [])
+ if net_profit_loss:
+ data.append(net_profit_loss)
+
+ chart = get_pl_chart_data(filters, columns, income, expense, net_profit_loss)
+
+ return data, None, chart
+
+def get_income_expense_data(companies, fiscal_year, filters):
+ company_currency = frappe.db.get_value("Company", filters.company, "default_currency")
+ income = get_data(companies, "Income", "Credit", fiscal_year, filters, True)
+
+ expense = get_data(companies, "Expense", "Debit", fiscal_year, filters, True)
+
+ net_profit_loss = get_net_profit_loss(income, expense, companies, filters.company, company_currency, True)
+
+ return income, expense, net_profit_loss
+
+def get_cash_flow_data(fiscal_year, companies, filters):
+ cash_flow_accounts = get_cash_flow_accounts()
+
+ income, expense, net_profit_loss = get_income_expense_data(companies, fiscal_year, filters)
+
+ data = []
+ company_currency = frappe.db.get_value("Company", filters.company, "default_currency")
+
+ for cash_flow_account in cash_flow_accounts:
+ section_data = []
+ data.append({
+ "account_name": cash_flow_account['section_header'],
+ "parent_account": None,
+ "indent": 0.0,
+ "account": cash_flow_account['section_header']
+ })
+
+ if len(data) == 1:
+ # add first net income in operations section
+ if net_profit_loss:
+ net_profit_loss.update({
+ "indent": 1,
+ "parent_account": cash_flow_accounts[0]['section_header']
+ })
+ data.append(net_profit_loss)
+ section_data.append(net_profit_loss)
+
+ for account in cash_flow_account['account_types']:
+ account_data = get_account_type_based_data(account['account_type'], companies, fiscal_year)
+ account_data.update({
+ "account_name": account['label'],
+ "account": account['label'],
+ "indent": 1,
+ "parent_account": cash_flow_account['section_header'],
+ "currency": company_currency
+ })
+ data.append(account_data)
+ section_data.append(account_data)
+
+ add_total_row_account(data, section_data, cash_flow_account['section_footer'],
+ companies, company_currency, True)
+
+ add_total_row_account(data, data, _("Net Change in Cash"), companies, company_currency, True)
+
+ return data
+
+def get_account_type_based_data(account_type, companies, fiscal_year):
+ data = {}
+ total = 0
+ for company in companies:
+ amount = get_account_type_based_gl_data(company,
+ fiscal_year.year_start_date, fiscal_year.year_end_date, account_type)
+
+ if amount and account_type == "Depreciation":
+ amount *= -1
+
+ total += amount
+ data.setdefault(company, amount)
+
+ data["total"] = total
+ return data
+
+def get_columns(companies):
+ columns = [{
+ "fieldname": "account",
+ "label": _("Account"),
+ "fieldtype": "Link",
+ "options": "Account",
+ "width": 300
+ }]
+
+ columns.append({
+ "fieldname": "currency",
+ "label": _("Currency"),
+ "fieldtype": "Link",
+ "options": "Currency",
+ "hidden": 1
+ })
+
+ for company in companies:
+ columns.append({
+ "fieldname": company,
+ "label": company,
+ "fieldtype": "Currency",
+ "width": 150
+ })
+
+ return columns
+
+def get_data(companies, root_type, balance_must_be, fiscal_year, filters=None, ignore_closing_entries=False):
+ accounts, accounts_by_name = get_account_heads(root_type,
+ companies, filters)
+
+ company_currency = get_company_currency(filters)
+
+ gl_entries_by_account = {}
+ for root in frappe.db.sql("""select lft, rgt from tabAccount
+ where root_type=%s and ifnull(parent_account, '') = ''""", root_type, as_dict=1):
+
+ set_gl_entries_by_account(fiscal_year.year_start_date,
+ fiscal_year.year_end_date, root.lft, root.rgt, filters,
+ gl_entries_by_account, accounts_by_name, ignore_closing_entries=False)
+
+ calculate_values(accounts_by_name, gl_entries_by_account, companies, fiscal_year, filters)
+ accumulate_values_into_parents(accounts, accounts_by_name, companies)
+ out = prepare_data(accounts, fiscal_year, balance_must_be, companies, company_currency)
+
+ if out:
+ add_total_row(out, root_type, balance_must_be, companies, company_currency)
+
+ return out
+
+def get_company_currency(filters=None):
+ return frappe.db.get_value("Company", filters.get('company'), "default_currency")
+
+def calculate_values(accounts_by_name, gl_entries_by_account, companies, fiscal_year, filters):
+ for entries in gl_entries_by_account.values():
+ for entry in entries:
+ key = entry.account_number or entry.account_name
+ d = accounts_by_name.get(key)
+ if d:
+ for company in companies:
+ # check if posting date is within the period
+ if (entry.company == company or (filters.get('accumulated_in_group_company'))
+ and entry.company in companies.get(company)):
+ d[company] = d.get(company, 0.0) + flt(entry.debit) - flt(entry.credit)
+
+ if entry.posting_date < fiscal_year.year_start_date:
+ d["opening_balance"] = d.get("opening_balance", 0.0) + flt(entry.debit) - flt(entry.credit)
+
+def accumulate_values_into_parents(accounts, accounts_by_name, companies):
+ """accumulate children's values in parent accounts"""
+ for d in reversed(accounts):
+ if d.parent_account:
+ account = d.parent_account.split('-')[0].strip()
+ for company in companies:
+ accounts_by_name[account][company] = \
+ accounts_by_name[account].get(company, 0.0) + d.get(company, 0.0)
+
+ accounts_by_name[account]["opening_balance"] = \
+ accounts_by_name[account].get("opening_balance", 0.0) + d.get("opening_balance", 0.0)
+
+def get_account_heads(root_type, companies, filters):
+ accounts = get_accounts(root_type, filters)
+
+ if not accounts:
+ return None
+
+ accounts, accounts_by_name, parent_children_map = filter_accounts(accounts)
+
+ return accounts, accounts_by_name
+
+def get_companies(filters):
+ companies = {}
+ all_companies = get_subsidiary_companies(filters.get('company'))
+ companies.setdefault(filters.get('company'), all_companies)
+
+ for d in all_companies:
+ if d not in companies:
+ subsidiary_companies = get_subsidiary_companies(d)
+ companies.setdefault(d, subsidiary_companies)
+
+ return all_companies, companies
+
+def get_subsidiary_companies(company):
+ lft, rgt = frappe.db.get_value('Company',
+ company, ["lft", "rgt"])
+
+ return frappe.db.sql_list("""select name from `tabCompany`
+ where lft >= {0} and rgt <= {1} order by lft, rgt""".format(lft, rgt))
+
+def get_accounts(root_type, filters):
+ return frappe.db.sql(""" select name, is_group, company,
+ parent_account, lft, rgt, root_type, report_type, account_name, account_number
+ from
+ `tabAccount` where company = %s and root_type = %s
+ """ , (filters.get('company'), root_type), as_dict=1)
+
+def prepare_data(accounts, fiscal_year, balance_must_be, companies, company_currency):
+ data = []
+ year_start_date = fiscal_year.year_start_date
+ year_end_date = fiscal_year.year_end_date
+
+ for d in accounts:
+ # add to output
+ has_value = False
+ total = 0
+ row = frappe._dict({
+ "account_name": _(d.account_name),
+ "account": _(d.account_name),
+ "parent_account": _(d.parent_account),
+ "indent": flt(d.indent),
+ "year_start_date": year_start_date,
+ "year_end_date": year_end_date,
+ "currency": company_currency,
+ "opening_balance": d.get("opening_balance", 0.0) * (1 if balance_must_be == "Debit" else -1)
+ })
+ for company in companies:
+ if d.get(company) and balance_must_be == "Credit":
+ # change sign based on Debit or Credit, since calculation is done using (debit - credit)
+ d[company] *= -1
+
+ row[company] = flt(d.get(company, 0.0), 3)
+
+ if abs(row[company]) >= 0.005:
+ # ignore zero values
+ has_value = True
+ total += flt(row[company])
+
+ row["has_value"] = has_value
+ row["total"] = total
+ data.append(row)
+
+ return data
+
+def set_gl_entries_by_account(from_date, to_date, root_lft, root_rgt, filters, gl_entries_by_account,
+ accounts_by_name, ignore_closing_entries=False):
+ """Returns a dict like { "account": [gl entries], ... }"""
+
+ company_lft, company_rgt = frappe.db.get_value('Company',
+ filters.get('company'), ["lft", "rgt"])
+
+ additional_conditions = get_additional_conditions(from_date, ignore_closing_entries)
+
+ gl_entries = frappe.db.sql("""select gl.posting_date, gl.account, gl.debit, gl.credit, gl.is_opening, gl.company,
+ gl.fiscal_year, gl.debit_in_account_currency, gl.credit_in_account_currency, gl.account_currency,
+ acc.account_name, acc.account_number
+ from `tabGL Entry` gl, `tabAccount` acc where acc.name = gl.account and gl.company in
+ (select name from `tabCompany` where lft >= %(company_lft)s and rgt <= %(company_rgt)s)
+ {additional_conditions} and gl.posting_date <= %(to_date)s and acc.lft >= %(lft)s and acc.rgt <= %(rgt)s
+ order by gl.account, gl.posting_date""".format(additional_conditions=additional_conditions),
+ {
+ "from_date": from_date,
+ "to_date": to_date,
+ "lft": root_lft,
+ "rgt": root_rgt,
+ "company_lft": company_lft,
+ "company_rgt": company_rgt,
+ },
+ as_dict=True)
+
+ for entry in gl_entries:
+ key = entry.account_number or entry.account_name
+ validate_entries(key, entry, accounts_by_name)
+ gl_entries_by_account.setdefault(key, []).append(entry)
+
+ return gl_entries_by_account
+
+def validate_entries(key, entry, accounts_by_name):
+ if key not in accounts_by_name:
+ field = "Account number" if entry.account_number else "Account name"
+ frappe.throw(_("{0} {1} is not present in the parent company").format(field, key))
+
+def get_additional_conditions(from_date, ignore_closing_entries):
+ additional_conditions = []
+
+ if ignore_closing_entries:
+ additional_conditions.append("ifnull(gl.voucher_type, '')!='Period Closing Voucher'")
+
+ if from_date:
+ additional_conditions.append("gl.posting_date >= %(from_date)s")
+
+ return " and {}".format(" and ".join(additional_conditions)) if additional_conditions else ""
+
+def add_total_row(out, root_type, balance_must_be, companies, company_currency):
+ total_row = {
+ "account_name": "'" + _("Total {0} ({1})").format(_(root_type), _(balance_must_be)) + "'",
+ "account": "'" + _("Total {0} ({1})").format(_(root_type), _(balance_must_be)) + "'",
+ "currency": company_currency
+ }
+
+ for row in out:
+ if not row.get("parent_account"):
+ for company in companies:
+ total_row.setdefault(company, 0.0)
+ total_row[company] += row.get(company, 0.0)
+ row[company] = 0.0
+
+ total_row.setdefault("total", 0.0)
+ total_row["total"] += flt(row["total"])
+ row["total"] = ""
+
+ if "total" in total_row:
+ out.append(total_row)
+
+ # blank row after Total
+ out.append({})
+
+def filter_accounts(accounts, depth=10):
+ parent_children_map = {}
+ accounts_by_name = {}
+ for d in accounts:
+ key = d.account_number or d.account_name
+ accounts_by_name[key] = d
+ parent_children_map.setdefault(d.parent_account or None, []).append(d)
+
+ filtered_accounts = []
+
+ def add_to_list(parent, level):
+ if level < depth:
+ children = parent_children_map.get(parent) or []
+ sort_accounts(children, is_root=True if parent==None else False)
+
+ for child in children:
+ child.indent = level
+ filtered_accounts.append(child)
+ add_to_list(child.name, level + 1)
+
+ add_to_list(None, 0)
+
+ return filtered_accounts, accounts_by_name, parent_children_map
diff --git a/erpnext/accounts/report/financial_statements.py b/erpnext/accounts/report/financial_statements.py
index dd47ca0..ea22bac 100644
--- a/erpnext/accounts/report/financial_statements.py
+++ b/erpnext/accounts/report/financial_statements.py
@@ -375,6 +375,12 @@
additional_conditions.append("project = '%s'" % (frappe.db.escape(filters.get("project"))))
if filters.get("cost_center"):
additional_conditions.append(get_cost_center_cond(filters.get("cost_center")))
+ if filters.get("finance_book"):
+ additional_conditions.append("finance_book in ('%s', '')" %
+ frappe.db.escape(filters.get("finance_book")))
+ else:
+ additional_conditions.append("ifnull(finance_book, '') = ''")
+
return " and {}".format(" and ".join(additional_conditions)) if additional_conditions else ""
diff --git a/erpnext/accounts/report/general_ledger/general_ledger.html b/erpnext/accounts/report/general_ledger/general_ledger.html
index 9a2205a..40469ae 100644
--- a/erpnext/accounts/report/general_ledger/general_ledger.html
+++ b/erpnext/accounts/report/general_ledger/general_ledger.html
@@ -2,7 +2,7 @@
<h4 class="text-center">
{% if (filters.party_name) { %}
{%= filters.party_name %}
- {% } else if (filters.party) { %}
+ {% } else if (filters.party && filters.show_name) { %}
{%= filters.party %}
{% } else if (filters.account) { %}
{%= filters.account %}
diff --git a/erpnext/accounts/report/general_ledger/general_ledger.js b/erpnext/accounts/report/general_ledger/general_ledger.js
index 68625db..9a774ce 100644
--- a/erpnext/accounts/report/general_ledger/general_ledger.js
+++ b/erpnext/accounts/report/general_ledger/general_ledger.js
@@ -12,6 +12,12 @@
"reqd": 1
},
{
+ "fieldname":"finance_book",
+ "label": __("Finance Book"),
+ "fieldtype": "Link",
+ "options": "Finance Book"
+ },
+ {
"fieldname":"from_date",
"label": __("From Date"),
"fieldtype": "Date",
@@ -46,6 +52,9 @@
"fieldname":"voucher_no",
"label": __("Voucher No"),
"fieldtype": "Data",
+ on_change: function() {
+ frappe.query_report_filters_by_name.group_by.set_value("");
+ }
},
{
"fieldname":"project",
@@ -69,31 +78,60 @@
{
"fieldname":"party",
"label": __("Party"),
- "fieldtype": "Dynamic Link",
- "get_options": function() {
+ "fieldtype": "MultiSelect",
+ get_data: function() {
+ if(!frappe.query_report_filters_by_name) return;
+
var party_type = frappe.query_report_filters_by_name.party_type.get_value();
- var party = frappe.query_report_filters_by_name.party.get_value();
- if(party && !party_type) {
+ var parties = frappe.query_report_filters_by_name.party.get_value();
+ if(!party_type) {
frappe.throw(__("Please select Party Type first"));
}
- return party_type;
+
+ const values = parties.split(/\s*,\s*/).filter(d => d);
+ const txt = parties.match(/[^,\s*]*$/)[0] || '';
+ let data = [];
+
+ frappe.call({
+ type: "GET",
+ method:'frappe.desk.search.search_link',
+ async: false,
+ no_spinner: true,
+ args: {
+ doctype: frappe.query_report_filters_by_name.party_type.get_value(),
+ txt: txt,
+ filters: {
+ "name": ["not in", values]
+ }
+ },
+ callback: function(r) {
+ data = r.results;
+ }
+ });
+ return data;
},
on_change: function() {
var party_type = frappe.query_report_filters_by_name.party_type.get_value();
- var party = frappe.query_report_filters_by_name.party.get_value();
- if(!party_type || !party) {
- frappe.query_report_filters_by_name.party_name.set_value("");
- return;
- }
- var fieldname = erpnext.utils.get_party_name(party_type) || "name";
- frappe.db.get_value(party_type, party, fieldname, function(value) {
- frappe.query_report_filters_by_name.party_name.set_value(value[fieldname]);
- });
+ var parties = frappe.query_report_filters_by_name.party.get_value();
+ const values = parties.split(/\s*,\s*/).filter(d => d);
- if (party_type === "Customer" || party_type === "Supplier") {
- frappe.db.get_value(party_type, party, "tax_id", function(value) {
- frappe.query_report_filters_by_name.tax_id.set_value(value["tax_id"]);
+ if(!party_type || !parties || values.length>1) {
+ frappe.query_report_filters_by_name.party_name.set_value("");
+ frappe.query_report_filters_by_name.tax_id.set_value("");
+ return;
+ } else {
+ var party = values[0];
+ frappe.query_report_filters_by_name.show_name = true;
+ var fieldname = erpnext.utils.get_party_name(party_type) || "name";
+ frappe.db.get_value(party_type, party, fieldname, function(value) {
+ frappe.query_report_filters_by_name.party_name.set_value(value[fieldname]);
});
+
+ if (party_type === "Customer" || party_type === "Supplier") {
+ frappe.db.get_value(party_type, party, "tax_id", function(value) {
+ frappe.query_report_filters_by_name.tax_id.set_value(value["tax_id"]);
+ });
+ }
}
}
},
@@ -104,23 +142,19 @@
"hidden": 1
},
{
+ "fieldname":"group_by",
+ "label": __("Group by"),
+ "fieldtype": "Select",
+ "options": ["", "Group by Voucher", "Group by Account", "Group by Party"],
+ "default": "Group by Voucher"
+ },
+ {
"fieldname":"tax_id",
"label": __("Tax Id"),
"fieldtype": "Data",
"hidden": 1
},
{
- "fieldname":"group_by_voucher",
- "label": __("Group by Voucher"),
- "fieldtype": "Check",
- "default": 1
- },
- {
- "fieldname":"group_by_account",
- "label": __("Group by Account"),
- "fieldtype": "Check",
- },
- {
"fieldname": "presentation_currency",
"label": __("Currency"),
"fieldtype": "Select",
diff --git a/erpnext/accounts/report/general_ledger/general_ledger.py b/erpnext/accounts/report/general_ledger/general_ledger.py
index 4789f9f..2d0bd52 100644
--- a/erpnext/accounts/report/general_ledger/general_ledger.py
+++ b/erpnext/accounts/report/general_ledger/general_ledger.py
@@ -20,6 +20,10 @@
for acc in frappe.db.sql("""select name, is_group from tabAccount""", as_dict=1):
account_details.setdefault(acc.name, acc)
+ if filters.get('party'):
+ parties = str(filters.get("party")).strip()
+ filters.party = [d.strip() for d in parties.split(',') if d]
+
validate_filters(filters, account_details)
validate_party(filters)
@@ -40,11 +44,11 @@
if filters.get("account") and not account_details.get(filters.account):
frappe.throw(_("Account {0} does not exists").format(filters.account))
- if filters.get("account") and filters.get("group_by_account") \
- and account_details[filters.account].is_group == 0:
+ if (filters.get("account") and filters.get("group_by") == 'Group by Account'
+ and account_details[filters.account].is_group == 0):
frappe.throw(_("Can not filter based on Account, if grouped by Account"))
- if filters.get("voucher_no") and filters.get("group_by_voucher"):
+ if (filters.get("voucher_no") and filters.get("group_by") == 'Group by Voucher'):
frappe.throw(_("Can not filter based on Voucher No, if grouped by Voucher"))
if filters.from_date > filters.to_date:
@@ -57,14 +61,13 @@
if party:
if not party_type:
frappe.throw(_("To filter based on Party, select Party Type first"))
- elif not frappe.db.exists(party_type, party):
- frappe.throw(_("Invalid {0}: {1}").format(party_type, party))
-
+ else:
+ for d in party:
+ if not frappe.db.exists(party_type, d):
+ frappe.throw(_("Invalid {0}: {1}").format(party_type, d))
def set_account_currency(filters):
- if not (filters.get("account") or filters.get("party")):
- return filters
- else:
+ if filters.get("account") or (filters.get('party') and len(filters.party) == 1):
filters["company_currency"] = frappe.db.get_value("Company", filters.company, "default_currency")
account_currency = None
@@ -73,7 +76,7 @@
elif filters.get("party"):
gle_currency = frappe.db.get_value(
"GL Entry", {
- "party_type": filters.party_type, "party": filters.party, "company": filters.company
+ "party_type": filters.party_type, "party": filters.party[0], "company": filters.company
},
"account_currency"
)
@@ -82,14 +85,14 @@
account_currency = gle_currency
else:
account_currency = None if filters.party_type in ["Employee", "Student", "Shareholder"] else \
- frappe.db.get_value(filters.party_type, filters.party, "default_currency")
+ frappe.db.get_value(filters.party_type, filters.party[0], "default_currency")
filters["account_currency"] = account_currency or filters.company_currency
if filters.account_currency != filters.company_currency:
filters["show_in_account_currency"] = 1
- return filters
+ return filters
def get_result(filters, account_details):
gl_entries = get_gl_entries(filters)
@@ -106,9 +109,9 @@
select_fields = """, sum(debit_in_account_currency) as debit_in_account_currency,
sum(credit_in_account_currency) as credit_in_account_currency""" \
-
- group_by_condition = "group by voucher_type, voucher_no, account, cost_center" \
- if filters.get("group_by_voucher") else "group by name"
+ group_by_condition = "group by name"
+ if filters.get("group_by") == "Group by Voucher":
+ group_by_condition = "group by voucher_type, voucher_no, account, cost_center"
gl_entries = frappe.db.sql(
"""
@@ -144,19 +147,28 @@
if filters.get("voucher_no"):
conditions.append("voucher_no=%(voucher_no)s")
+ if filters.get("group_by") == "Group by Party" and not filters.get("party_type"):
+ conditions.append("party_type in ('Customer', 'Supplier')")
+
if filters.get("party_type"):
conditions.append("party_type=%(party_type)s")
if filters.get("party"):
- conditions.append("party=%(party)s")
+ conditions.append("party in %(party)s")
- if not (filters.get("account") or filters.get("party") or filters.get("group_by_account")):
+ if not (filters.get("account") or filters.get("party") or
+ filters.get("group_by") in ["Group by Account", "Group by Party"]):
conditions.append("posting_date >=%(from_date)s")
conditions.append("posting_date <=%(to_date)s")
if filters.get("project"):
conditions.append("project=%(project)s")
+ if filters.get("finance_book"):
+ conditions.append("finance_book in (%(finance_book)s, '')")
+ else:
+ conditions.append("ifnull(finance_book, '')=''")
+
from frappe.desk.reportview import build_match_conditions
match_conditions = build_match_conditions("GL Entry")
@@ -168,15 +180,17 @@
def get_data_with_opening_closing(filters, account_details, gl_entries):
data = []
- gle_map = initialize_gle_map(gl_entries)
+
+ gle_map = initialize_gle_map(gl_entries, filters)
totals, entries = get_accountwise_gle(filters, gl_entries, gle_map)
# Opening for filtered account
data.append(totals.opening)
- if filters.get("group_by_account"):
+ if filters.get("group_by") in ["Group by Account", "Group by Party"]:
for acc, acc_dict in gle_map.items():
+ # acc
if acc_dict.entries:
# opening
data.append({})
@@ -219,16 +233,19 @@
)
-def initialize_gle_map(gl_entries):
+def initialize_gle_map(gl_entries, filters):
gle_map = frappe._dict()
+ group_by = 'party' if filters.get('group_by') == 'Group by Party' else "account"
+
for gle in gl_entries:
- gle_map.setdefault(gle.account, _dict(totals=get_totals_dict(), entries=[]))
+ gle_map.setdefault(gle.get(group_by), _dict(totals=get_totals_dict(), entries=[]))
return gle_map
def get_accountwise_gle(filters, gl_entries, gle_map):
totals = get_totals_dict()
entries = []
+ group_by = 'party' if filters.get('group_by') == 'Group by Party' else "account"
def update_value_in_dict(data, key, gle):
data[key].debit += flt(gle.debit)
@@ -240,21 +257,21 @@
from_date, to_date = getdate(filters.from_date), getdate(filters.to_date)
for gle in gl_entries:
if gle.posting_date < from_date or cstr(gle.is_opening) == "Yes":
- update_value_in_dict(gle_map[gle.account].totals, 'opening', gle)
+ update_value_in_dict(gle_map[gle.get(group_by)].totals, 'opening', gle)
update_value_in_dict(totals, 'opening', gle)
- update_value_in_dict(gle_map[gle.account].totals, 'closing', gle)
+ update_value_in_dict(gle_map[gle.get(group_by)].totals, 'closing', gle)
update_value_in_dict(totals, 'closing', gle)
elif gle.posting_date <= to_date:
- update_value_in_dict(gle_map[gle.account].totals, 'total', gle)
+ update_value_in_dict(gle_map[gle.get(group_by)].totals, 'total', gle)
update_value_in_dict(totals, 'total', gle)
- if filters.get("group_by_account"):
- gle_map[gle.account].entries.append(gle)
+ if filters.get("group_by") in ["Group by Account", "Group by Party"]:
+ gle_map[gle.get(group_by)].entries.append(gle)
else:
entries.append(gle)
- update_value_in_dict(gle_map[gle.account].totals, 'closing', gle)
+ update_value_in_dict(gle_map[gle.get(group_by)].totals, 'closing', gle)
update_value_in_dict(totals, 'closing', gle)
return totals, entries
diff --git a/erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py b/erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py
index c8d9857..8687dce 100644
--- a/erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py
+++ b/erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py
@@ -33,7 +33,7 @@
return columns, data, None, chart
-def get_net_profit_loss(income, expense, period_list, company, currency=None):
+def get_net_profit_loss(income, expense, period_list, company, currency=None, consolidated=False):
total = 0
net_profit_loss = {
"account_name": "'" + _("Profit for the year") + "'",
@@ -45,21 +45,21 @@
has_value = False
for period in period_list:
- total_income = flt(income[-2][period.key], 3) if income else 0
- total_expense = flt(expense[-2][period.key], 3) if expense else 0
+ key = period if consolidated else period.key
+ total_income = flt(income[-2][key], 3) if income else 0
+ total_expense = flt(expense[-2][key], 3) if expense else 0
- net_profit_loss[period.key] = total_income - total_expense
+ net_profit_loss[key] = total_income - total_expense
- if net_profit_loss[period.key]:
+ if net_profit_loss[key]:
has_value=True
- total += flt(net_profit_loss[period.key])
+ total += flt(net_profit_loss[key])
net_profit_loss["total"] = total
if has_value:
return net_profit_loss
-
def get_chart_data(filters, columns, income, expense, net_profit_loss):
labels = [d.get("label") for d in columns[2:]]
diff --git a/erpnext/accounts/report/purchase_register/purchase_register.py b/erpnext/accounts/report/purchase_register/purchase_register.py
index cf599a0..7a298b3 100644
--- a/erpnext/accounts/report/purchase_register/purchase_register.py
+++ b/erpnext/accounts/report/purchase_register/purchase_register.py
@@ -42,7 +42,7 @@
row.append(inv.get(col))
row += [
- supplier_details.get(inv.supplier), # supplier_type
+ supplier_details.get(inv.supplier), # supplier_group
inv.tax_id, inv.credit_to, inv.mode_of_payment, ", ".join(project),
inv.bill_no, inv.bill_date, inv.remarks,
", ".join(purchase_order), ", ".join(purchase_receipt), company_currency
@@ -83,7 +83,7 @@
columns += additional_table_columns
columns += [
- _("Supplier Type") + ":Link/Supplier Type:120", _("Tax Id") + "::80", _("Payable Account") + ":Link/Account:120",
+ _("Supplier Group") + ":Link/Supplier Group:120", _("Tax Id") + "::80", _("Payable Account") + ":Link/Account:120",
_("Mode of Payment") + ":Link/Mode of Payment:80", _("Project") + ":Link/Project:80",
_("Bill No") + "::120", _("Bill Date") + ":Date:80", _("Remarks") + "::150",
_("Purchase Order") + ":Link/Purchase Order:100",
@@ -229,8 +229,8 @@
def get_supplier_details(suppliers):
supplier_details = {}
- for supp in frappe.db.sql("""select name, supplier_type from `tabSupplier`
+ for supp in frappe.db.sql("""select name, supplier_group from `tabSupplier`
where name in (%s)""" % ", ".join(["%s"]*len(suppliers)), tuple(suppliers), as_dict=1):
- supplier_details.setdefault(supp.name, supp.supplier_type)
+ supplier_details.setdefault(supp.name, supp.supplier_group)
return supplier_details
diff --git a/erpnext/assets/doctype/asset/asset.js b/erpnext/assets/doctype/asset/asset.js
index 236c4f9..c05667a 100644
--- a/erpnext/assets/doctype/asset/asset.js
+++ b/erpnext/assets/doctype/asset/asset.js
@@ -23,6 +23,14 @@
}
};
});
+
+ frm.set_query("department", function() {
+ return {
+ "filters": {
+ "company": frm.doc.company,
+ }
+ };
+ });
},
refresh: function(frm) {
@@ -49,6 +57,19 @@
erpnext.asset.restore_asset(frm);
});
}
+
+ if (frm.doc.purchase_receipt) {
+ frm.add_custom_button("General Ledger", function() {
+ frappe.route_options = {
+ "voucher_no": frm.doc.name,
+ "from_date": frm.doc.available_for_use_date,
+ "to_date": frm.doc.available_for_use_date,
+ "company": frm.doc.company
+ };
+ frappe.set_route("query-report", "General Ledger");
+ });
+ }
+
if (frm.doc.status=='Submitted' && !frm.doc.is_existing_asset && !frm.doc.purchase_invoice) {
frm.add_custom_button(__("Purchase Invoice"), function() {
frm.trigger("make_purchase_invoice");
@@ -59,6 +80,12 @@
frm.trigger("create_asset_maintenance");
}, __("Make"));
}
+ if (frm.doc.status != 'Fully Depreciated') {
+ frm.add_custom_button(__("Asset Adjustment"), function() {
+ frm.trigger("create_asset_maintenance");
+ }, __("Make"));
+ }
+
frm.page.set_inner_btn_group_as_primary(__("Make"));
frm.trigger("setup_chart");
}
@@ -123,9 +150,7 @@
},
callback: function(r, rt) {
if(r.message) {
- $.each(r.message, function(field, value) {
- frm.set_value(field, value);
- })
+ frm.set_value('finance_books', r.message);
}
}
})
@@ -133,7 +158,7 @@
},
is_existing_asset: function(frm) {
- frm.toggle_reqd("next_depreciation_date", (!frm.doc.is_existing_asset && frm.doc.calculate_depreciation));
+ // frm.toggle_reqd("next_depreciation_date", (!frm.doc.is_existing_asset && frm.doc.calculate_depreciation));
},
opening_accumulated_depreciation: function(frm) {
@@ -173,7 +198,8 @@
args: {
"asset": frm.doc.name,
"item_code": frm.doc.item_code,
- "company": frm.doc.company
+ "company": frm.doc.company,
+ "serial_no": frm.doc.serial_no
},
method: "erpnext.assets.doctype.asset.asset.make_sales_invoice",
callback: function(r) {
@@ -282,15 +308,14 @@
title: __("Transfer Asset"),
fields: [
{
- "label": __("Target Warehouse"),
- "fieldname": "target_warehouse",
+ "label": __("Target Location"),
+ "fieldname": "target_location",
"fieldtype": "Link",
- "options": "Warehouse",
+ "options": "Location",
"get_query": function () {
return {
filters: [
- ["Warehouse", "company", "in", ["", cstr(frm.doc.company)]],
- ["Warehouse", "is_group", "=", 0]
+ ["Location", "is_group", "=", 0]
]
}
},
@@ -317,8 +342,8 @@
args: {
"asset": frm.doc.name,
"transaction_date": args.transfer_date,
- "source_warehouse": frm.doc.warehouse,
- "target_warehouse": args.target_warehouse,
+ "source_warehouse": frm.doc.location,
+ "target_warehouse": args.target_location,
"company": frm.doc.company
}
},
diff --git a/erpnext/assets/doctype/asset/asset.json b/erpnext/assets/doctype/asset/asset.json
index 49b574d..49a010d 100644
--- a/erpnext/assets/doctype/asset/asset.json
+++ b/erpnext/assets/doctype/asset/asset.json
@@ -3,7 +3,7 @@
"allow_guest_to_view": 0,
"allow_import": 1,
"allow_rename": 1,
- "autoname": "field:asset_name",
+ "autoname": "naming_series:",
"beta": 0,
"creation": "2016-03-01 17:01:27.920130",
"custom": 0,
@@ -18,6 +18,38 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "default": "AST",
+ "fieldname": "naming_series",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Naming Series",
+ "length": 0,
+ "no_copy": 0,
+ "options": "AST\nAT",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "asset_name",
"fieldtype": "Data",
"hidden": 0,
@@ -137,38 +169,6 @@
},
{
"allow_bulk_edit": 0,
- "allow_on_submit": 1,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "default": "Draft",
- "fieldname": "status",
- "fieldtype": "Select",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 1,
- "label": "Status",
- "length": 0,
- "no_copy": 1,
- "options": "Draft\nSubmitted\nPartially Depreciated\nFully Depreciated\nSold\nScrapped\nIn Maintenance\nOut of Order",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -390,7 +390,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "warehouse",
+ "fieldname": "location",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
@@ -398,11 +398,11 @@
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
- "in_standard_filter": 1,
- "label": "Warehouse",
+ "in_standard_filter": 0,
+ "label": "Location",
"length": 0,
"no_copy": 0,
- "options": "Warehouse",
+ "options": "Location",
"permlevel": 0,
"precision": "",
"print_hide": 0,
@@ -421,6 +421,37 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "custodian",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Custodian",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "department",
"fieldtype": "Link",
"hidden": 0,
@@ -482,97 +513,6 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "purchase_invoice",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Purchase Invoice",
- "length": 0,
- "no_copy": 1,
- "options": "Purchase Invoice",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "available_for_use_date",
- "fieldtype": "Date",
- "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": "Available-for-use Date",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "is_existing_asset",
- "fieldtype": "Check",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Is Existing Asset",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fieldname": "disposal_date",
"fieldtype": "Date",
"hidden": 0,
@@ -694,6 +634,36 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "available_for_use_date",
+ "fieldtype": "Date",
+ "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": "Available-for-use Date",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "column_break_18",
"fieldtype": "Column Break",
"hidden": 0,
@@ -723,99 +693,6 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "description": "",
- "fieldname": "expected_value_after_useful_life",
- "fieldtype": "Currency",
- "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": "Expected Value After Useful Life",
- "length": 0,
- "no_copy": 0,
- "options": "Company:company:default_currency",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "depends_on": "is_existing_asset",
- "fieldname": "opening_accumulated_depreciation",
- "fieldtype": "Currency",
- "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": "Opening Accumulated Depreciation",
- "length": 0,
- "no_copy": 1,
- "options": "Company:company:default_currency",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "section_break_20",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fieldname": "calculate_depreciation",
"fieldtype": "Check",
"hidden": 0,
@@ -844,7 +721,100 @@
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
- "collapsible": 1,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "is_existing_asset",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Existing Asset",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_existing_asset",
+ "fieldname": "opening_accumulated_depreciation",
+ "fieldtype": "Currency",
+ "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": "Opening Accumulated Depreciation",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Company:company:default_currency",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:(doc.is_existing_asset && doc.opening_accumulated_depreciation)",
+ "fieldname": "number_of_depreciations_booked",
+ "fieldtype": "Int",
+ "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": "Number of Depreciations Booked",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
"columns": 0,
"depends_on": "calculate_depreciation",
"fieldname": "section_break_23",
@@ -877,6 +847,66 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "finance_books",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Finance Books",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Asset Finance Book",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_33",
+ "fieldtype": "Section Break",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"default": "",
"depends_on": "",
"fieldname": "depreciation_method",
@@ -1000,37 +1030,6 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "depends_on": "eval:(doc.is_existing_asset && doc.opening_accumulated_depreciation)",
- "fieldname": "number_of_depreciations_booked",
- "fieldtype": "Int",
- "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": "Number of Depreciations Booked",
- "length": 0,
- "no_copy": 1,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fieldname": "frequency_of_depreciation",
"fieldtype": "Int",
"hidden": 0,
@@ -1152,6 +1151,245 @@
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
+ "collapsible": 1,
+ "columns": 0,
+ "fieldname": "insurance_details",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Insurance details",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "policy_number",
+ "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": "Policy number",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "insurer",
+ "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": "Insurer",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "insured_value",
+ "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": "Insured value",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_48",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "insurance_start_date",
+ "fieldtype": "Date",
+ "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": "Insurance Start Date",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "insurance_end_date",
+ "fieldtype": "Date",
+ "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": "Insurance End Date",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "comprehensive_insurance",
+ "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": "Comprehensive Insurance",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "section_break_31",
@@ -1213,6 +1451,220 @@
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
+ "collapsible": 1,
+ "columns": 0,
+ "fieldname": "other_details",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Other Details",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 1,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "Draft",
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Status",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Draft\nSubmitted\nPartially Depreciated\nFully Depreciated\nSold\nScrapped\nIn Maintenance\nOut of Order\nIssue\nReceipt",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "0",
+ "fieldname": "booked_fixed_asset",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Booked Fixed Asset",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_51",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "purchase_receipt",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Purchase Receipt",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Purchase Receipt",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "purchase_receipt_amount",
+ "fieldtype": "Currency",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Purchase Receipt Amount",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "purchase_invoice",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Purchase Invoice",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Purchase Invoice",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "amended_from",
@@ -1251,7 +1703,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2018-01-05 09:53:05.945328",
+ "modified": "2018-05-11 10:41:45.972686",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset",
@@ -1307,4 +1759,4 @@
"sort_order": "DESC",
"track_changes": 0,
"track_seen": 0
-}
+}
\ No newline at end of file
diff --git a/erpnext/assets/doctype/asset/asset.py b/erpnext/assets/doctype/asset/asset.py
index cb14484..55a29bc 100644
--- a/erpnext/assets/doctype/asset/asset.py
+++ b/erpnext/assets/doctype/asset/asset.py
@@ -7,11 +7,14 @@
from frappe import _
from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff
from frappe.model.document import Document
-from erpnext.accounts.doctype.purchase_invoice.purchase_invoice import get_fixed_asset_account
+from erpnext.assets.doctype.asset_category.asset_category import get_asset_category_account
from erpnext.assets.doctype.asset.depreciation \
import get_disposal_account_and_cost_center, get_depreciation_accounts
+from erpnext.accounts.general_ledger import make_gl_entries
+from erpnext.accounts.utils import get_account_currency
+from erpnext.controllers.accounts_controller import AccountsController
-class Asset(Document):
+class Asset(AccountsController):
def validate(self):
self.status = self.get_status()
self.validate_item()
@@ -26,6 +29,7 @@
def on_submit(self):
self.set_status()
+ self.update_stock_movement()
def on_cancel(self):
self.validate_cancellation()
@@ -45,29 +49,119 @@
frappe.throw(_("Item {0} must be a non-stock item").format(self.item_code))
def set_missing_values(self):
- if self.item_code:
- item_details = get_item_details(self.item_code)
- for field, value in item_details.items():
- if not self.get(field):
- self.set(field, value)
+ if not self.asset_category:
+ self.asset_category = frappe.db.get_value("Item", self.item_code, "asset_category")
+
+ if self.item_code and not self.get('finance_books'):
+ finance_books = get_item_details(self.item_code, self.asset_category)
+ self.set('finance_books', finance_books)
def validate_asset_values(self):
- if flt(self.expected_value_after_useful_life) >= flt(self.gross_purchase_amount):
- frappe.throw(_("Expected Value After Useful Life must be less than Gross Purchase Amount"))
-
if not flt(self.gross_purchase_amount):
frappe.throw(_("Gross Purchase Amount is mandatory"), frappe.MandatoryError)
if not self.calculate_depreciation:
return
+ if self.available_for_use_date and getdate(self.available_for_use_date) < getdate(nowdate()):
+ frappe.throw(_("Available-for-use Date is entered as past date"))
+
+ def make_depreciation_schedule(self):
+ if self.depreciation_method != 'Manual':
+ self.schedules = []
+
+ if not self.get("schedules") and self.available_for_use_date:
+ total_depreciations = sum([d.total_number_of_depreciations for d in self.get('finance_books')])
+
+ for d in self.get('finance_books'):
+ self.validate_asset_finance_books(d)
+
+ value_after_depreciation = (flt(self.gross_purchase_amount) -
+ flt(self.opening_accumulated_depreciation))
+
+ d.value_after_depreciation = value_after_depreciation
+
+ no_of_depreciations = cint(d.total_number_of_depreciations - 1) - cint(self.number_of_depreciations_booked)
+ end_date = add_months(d.depreciation_start_date,
+ no_of_depreciations * cint(d.frequency_of_depreciation))
+
+ total_days = date_diff(end_date, self.available_for_use_date)
+ rate_per_day = value_after_depreciation / total_days
+
+ number_of_pending_depreciations = cint(d.total_number_of_depreciations) - \
+ cint(self.number_of_depreciations_booked)
+
+ from_date = self.available_for_use_date
+ if number_of_pending_depreciations:
+ next_depr_date = getdate(add_months(self.available_for_use_date,
+ number_of_pending_depreciations * 12))
+ if (cint(frappe.db.get_value("Asset Settings", None, "schedule_based_on_fiscal_year")) == 1
+ and getdate(d.depreciation_start_date) < next_depr_date):
+
+ number_of_pending_depreciations += 1
+ for n in range(number_of_pending_depreciations):
+ if n == range(number_of_pending_depreciations)[-1]:
+ schedule_date = add_months(self.available_for_use_date, n * 12)
+ previous_scheduled_date = add_months(d.depreciation_start_date, (n-1) * 12)
+ depreciation_amount = \
+ self.get_depreciation_amount_prorata_temporis(value_after_depreciation,
+ d, previous_scheduled_date, schedule_date)
+
+ elif n == range(number_of_pending_depreciations)[0]:
+ schedule_date = d.depreciation_start_date
+ depreciation_amount = \
+ self.get_depreciation_amount_prorata_temporis(value_after_depreciation,
+ d, self.available_for_use_date, schedule_date)
+
+ else:
+ schedule_date = add_months(d.depreciation_start_date, n * 12)
+ depreciation_amount = \
+ self.get_depreciation_amount_prorata_temporis(value_after_depreciation, d)
+
+ if value_after_depreciation != 0:
+ value_after_depreciation -= flt(depreciation_amount)
+
+ self.append("schedules", {
+ "schedule_date": schedule_date,
+ "depreciation_amount": depreciation_amount,
+ "depreciation_method": d.depreciation_method,
+ "finance_book": d.finance_book,
+ "finance_book_id": d.idx
+ })
+ else:
+ for n in range(number_of_pending_depreciations):
+ schedule_date = add_months(d.depreciation_start_date,
+ n * cint(d.frequency_of_depreciation))
+
+ if d.depreciation_method in ("Straight Line", "Manual"):
+ days = date_diff(schedule_date, from_date)
+ depreciation_amount = days * rate_per_day
+ from_date = schedule_date
+ else:
+ depreciation_amount = self.get_depreciation_amount(value_after_depreciation,
+ d.total_number_of_depreciations, d)
+
+ if depreciation_amount:
+ value_after_depreciation -= flt(depreciation_amount)
+
+ self.append("schedules", {
+ "schedule_date": schedule_date,
+ "depreciation_amount": depreciation_amount,
+ "depreciation_method": d.depreciation_method,
+ "finance_book": d.finance_book,
+ "finance_book_id": d.idx
+ })
+
+ def validate_asset_finance_books(self, row):
+ if flt(row.expected_value_after_useful_life) >= flt(self.gross_purchase_amount):
+ frappe.throw(_("Row {0}: Expected Value After Useful Life must be less than Gross Purchase Amount")
+ .format(row.idx))
+
if not self.is_existing_asset:
self.opening_accumulated_depreciation = 0
self.number_of_depreciations_booked = 0
- if not self.next_depreciation_date:
- frappe.throw(_("Next Depreciation Date is mandatory for new asset"))
else:
- depreciable_amount = flt(self.gross_purchase_amount) - flt(self.expected_value_after_useful_life)
+ depreciable_amount = flt(self.gross_purchase_amount) - flt(row.expected_value_after_useful_life)
if flt(self.opening_accumulated_depreciation) > depreciable_amount:
frappe.throw(_("Opening Accumulated Depreciation must be less than equal to {0}")
.format(depreciable_amount))
@@ -78,139 +172,89 @@
else:
self.number_of_depreciations_booked = 0
- if cint(self.number_of_depreciations_booked) > cint(self.total_number_of_depreciations):
+ if cint(self.number_of_depreciations_booked) > cint(row.total_number_of_depreciations):
frappe.throw(_("Number of Depreciations Booked cannot be greater than Total Number of Depreciations"))
- self.value_after_depreciation = (flt(self.gross_purchase_amount) -
- flt(self.opening_accumulated_depreciation))
+ if row.depreciation_start_date and getdate(row.depreciation_start_date) < getdate(nowdate()):
+ frappe.msgprint(_("Depreciation Row {0}: Depreciation Start Date is entered as past date")
+ .format(row.idx), title=_('Warning'), indicator='red')
- if self.next_depreciation_date and getdate(self.next_depreciation_date) < getdate(nowdate()):
- frappe.msgprint(_("Next Depreciation Date is entered as past date"), title=_('Warning'), indicator='red')
+ if row.depreciation_start_date and getdate(row.depreciation_start_date) < getdate(self.purchase_date):
+ frappe.throw(_("Depreciation Row {0}: Next Depreciation Date cannot be before Purchase Date")
+ .format(row.idx))
- if self.next_depreciation_date and getdate(self.next_depreciation_date) < getdate(self.purchase_date):
- frappe.throw(_("Next Depreciation Date cannot be before Purchase Date"))
+ if row.depreciation_start_date and getdate(row.depreciation_start_date) < getdate(self.available_for_use_date):
+ frappe.throw(_("Depreciation Row {0}: Next Depreciation Date cannot be before Available-for-use Date")
+ .format(row.idx))
- if self.next_depreciation_date and getdate(self.next_depreciation_date) < getdate(self.available_for_use_date):
- frappe.throw(_("Next Depreciation Date cannot be before Available-for-use Date"))
+ def set_accumulated_depreciation(self, ignore_booked_entry = False):
+ straight_line_idx = [d.idx for d in self.get("schedules") if d.depreciation_method == 'Straight Line']
+ finance_books = []
- if (flt(self.value_after_depreciation) > flt(self.expected_value_after_useful_life)
- and not self.next_depreciation_date and self.calculate_depreciation):
- frappe.throw(_("Please set Next Depreciation Date"))
-
- def make_depreciation_schedule(self):
-
- if self.depreciation_method != 'Manual':
- self.schedules = []
-
- if not self.get("schedules") and self.next_depreciation_date:
- value_after_depreciation = flt(self.value_after_depreciation)
-
- number_of_pending_depreciations = cint(self.total_number_of_depreciations) - \
- cint(self.number_of_depreciations_booked)
- if number_of_pending_depreciations:
- next_depr_date = getdate(add_months(self.available_for_use_date,
- number_of_pending_depreciations * 12))
- if (cint(frappe.db.get_value("Asset Settings", None, "schedule_based_on_fiscal_year")) == 1
- and getdate(self.next_depreciation_date) < next_depr_date):
-
- number_of_pending_depreciations += 1
- for n in range(number_of_pending_depreciations):
- if n == range(number_of_pending_depreciations)[-1]:
- schedule_date = add_months(self.available_for_use_date, n * 12)
- previous_scheduled_date = add_months(self.next_depreciation_date, (n-1) * 12)
- depreciation_amount = \
- self.get_depreciation_amount_prorata_temporis(value_after_depreciation,
- previous_scheduled_date, schedule_date)
-
- elif n == range(number_of_pending_depreciations)[0]:
- schedule_date = self.next_depreciation_date
- depreciation_amount = \
- self.get_depreciation_amount_prorata_temporis(value_after_depreciation,
- self.available_for_use_date, schedule_date)
-
- else:
- schedule_date = add_months(self.next_depreciation_date, n * 12)
- depreciation_amount = \
- self.get_depreciation_amount_prorata_temporis(value_after_depreciation)
-
- if value_after_depreciation != 0:
- value_after_depreciation -= flt(depreciation_amount)
-
- self.append("schedules", {
- "schedule_date": schedule_date,
- "depreciation_amount": depreciation_amount
- })
- else:
- for n in range(number_of_pending_depreciations):
- schedule_date = add_months(self.next_depreciation_date,
- n * cint(self.frequency_of_depreciation))
-
- depreciation_amount = self.get_depreciation_amount(value_after_depreciation)
- if depreciation_amount:
- value_after_depreciation -= flt(depreciation_amount)
-
- self.append("schedules", {
- "schedule_date": schedule_date,
- "depreciation_amount": depreciation_amount
- })
-
- def set_accumulated_depreciation(self):
- accumulated_depreciation = flt(self.opening_accumulated_depreciation)
- value_after_depreciation = flt(self.value_after_depreciation)
for i, d in enumerate(self.get("schedules")):
+ if ignore_booked_entry and d.journal_entry:
+ continue
+
+ if d.finance_book_id not in finance_books:
+ accumulated_depreciation = flt(self.opening_accumulated_depreciation)
+ value_after_depreciation = flt(self.get_value_after_depreciation(d.finance_book_id))
+ finance_books.append(d.finance_book_id)
+
depreciation_amount = flt(d.depreciation_amount, d.precision("depreciation_amount"))
value_after_depreciation -= flt(depreciation_amount)
- if i==len(self.get("schedules"))-1 and self.depreciation_method == "Straight Line":
+ if straight_line_idx and i == max(straight_line_idx) - 1:
+ book = self.get('finance_books')[cint(d.finance_book_id) - 1]
depreciation_amount += flt(value_after_depreciation -
- flt(self.expected_value_after_useful_life), d.precision("depreciation_amount"))
+ flt(book.expected_value_after_useful_life), d.precision("depreciation_amount"))
d.depreciation_amount = depreciation_amount
accumulated_depreciation += d.depreciation_amount
d.accumulated_depreciation_amount = flt(accumulated_depreciation,
d.precision("accumulated_depreciation_amount"))
- def get_depreciation_amount(self, depreciable_value):
- if self.depreciation_method in ("Straight Line", "Manual"):
- depreciation_amount = (flt(self.value_after_depreciation) -
- flt(self.expected_value_after_useful_life)) / (cint(self.total_number_of_depreciations) -
- cint(self.number_of_depreciations_booked))
- else:
- factor = 200.0 / self.total_number_of_depreciations
- depreciation_amount = flt(depreciable_value * factor / 100, 0)
+ def get_value_after_depreciation(self, idx):
+ return flt(self.get('finance_books')[cint(idx)-1].value_after_depreciation)
- value_after_depreciation = flt(depreciable_value) - depreciation_amount
- if value_after_depreciation < flt(self.expected_value_after_useful_life):
- depreciation_amount = flt(depreciable_value) - flt(self.expected_value_after_useful_life)
+ def get_depreciation_amount(self, depreciable_value, total_number_of_depreciations, row):
+ percentage_value = 100.0 if row.depreciation_method == 'Written Down Value' else 200.0
+
+ factor = percentage_value / total_number_of_depreciations
+ depreciation_amount = flt(depreciable_value * factor / 100, 0)
+
+ value_after_depreciation = flt(depreciable_value) - depreciation_amount
+ if value_after_depreciation < flt(row.expected_value_after_useful_life):
+ depreciation_amount = flt(depreciable_value) - flt(row.expected_value_after_useful_life)
return depreciation_amount
- def get_depreciation_amount_prorata_temporis(self, depreciable_value, start_date=None, end_date=None):
+ def get_depreciation_amount_prorata_temporis(self, depreciable_value, row, start_date=None, end_date=None):
if start_date and end_date:
prorata_temporis = min(abs(flt(date_diff(str(end_date), str(start_date)))) / flt(frappe.db.get_value("Asset Settings", None, "number_of_days_in_fiscal_year")), 1)
else:
prorata_temporis = 1
- if self.depreciation_method in ("Straight Line", "Manual"):
- depreciation_amount = (flt(self.value_after_depreciation) -
- flt(self.expected_value_after_useful_life)) / (cint(self.total_number_of_depreciations) -
+ if row.depreciation_method in ("Straight Line", "Manual"):
+ depreciation_amount = (flt(row.value_after_depreciation) -
+ flt(row.expected_value_after_useful_life)) / (cint(row.total_number_of_depreciations) -
cint(self.number_of_depreciations_booked)) * prorata_temporis
-
- return depreciation_amount
else:
- self.get_depreciation_amount(depreciable_value)
+ depreciation_amount = self.get_depreciation_amount(depreciable_value, row)
+
+ return depreciation_amount
def validate_expected_value_after_useful_life(self):
- accumulated_depreciation_after_full_schedule = \
- max([d.accumulated_depreciation_amount for d in self.get("schedules")])
+ for row in self.get('finance_books'):
+ accumulated_depreciation_after_full_schedule = \
+ max([d.accumulated_depreciation_amount for d in self.get("schedules") if d.finance_book_id == row.idx])
- asset_value_after_full_schedule = flt(flt(self.gross_purchase_amount) -
- flt(accumulated_depreciation_after_full_schedule),
- self.precision('expected_value_after_useful_life'))
+ asset_value_after_full_schedule = flt(flt(self.gross_purchase_amount) -
+ flt(accumulated_depreciation_after_full_schedule),
+ self.precision('gross_purchase_amount'))
- if self.expected_value_after_useful_life < asset_value_after_full_schedule:
- frappe.throw(_("Expected value after useful life must be greater than or equal to {0}")
- .format(asset_value_after_full_schedule))
+ if row.expected_value_after_useful_life < asset_value_after_full_schedule:
+ frappe.throw(_("Depreciation Row {0}: Expected value after useful life must be greater than or equal to {1}")
+ .format(row.idx, asset_value_after_full_schedule))
def validate_cancellation(self):
if self.status not in ("Submitted", "Partially Depreciated", "Fully Depreciated"):
@@ -219,6 +263,9 @@
if self.purchase_invoice:
frappe.throw(_("Please cancel Purchase Invoice {0} first").format(self.purchase_invoice))
+ if self.purchase_receipt:
+ frappe.throw(_("Please cancel Purchase Receipt {0} first").format(self.purchase_receipt))
+
def delete_depreciation_entries(self):
for d in self.get("schedules"):
if d.journal_entry:
@@ -240,9 +287,15 @@
status = "Draft"
elif self.docstatus == 1:
status = "Submitted"
+ expected_value_after_useful_life = flt(sum([d.expected_value_after_useful_life
+ for d in self.get('finance_books')]))
+
+ value_after_depreciation = flt(sum([d.value_after_depreciation
+ for d in self.get('finance_books')]))
+
if self.journal_entry_for_scrap:
status = "Scrapped"
- elif flt(self.value_after_depreciation) <= flt(self.expected_value_after_useful_life):
+ elif flt(value_after_depreciation) <= expected_value_after_useful_life:
status = "Fully Depreciated"
elif flt(self.value_after_depreciation) < flt(self.gross_purchase_amount):
status = 'Partially Depreciated'
@@ -250,6 +303,45 @@
status = "Cancelled"
return status
+ def update_stock_movement(self):
+ asset_movement = frappe.db.get_value('Asset Movement',
+ {'asset': self.name, 'reference_name': self.purchase_receipt, 'docstatus': 0}, 'name')
+
+ if asset_movement:
+ doc = frappe.get_doc('Asset Movement', asset_movement)
+ doc.submit()
+
+ def make_gl_entries(self):
+ if self.purchase_receipt and self.purchase_receipt_amount:
+ from erpnext.accounts.general_ledger import make_gl_entries
+
+ gl_entries = []
+
+ cwip_account = get_cwip_account(self.name, self.asset_category, self.company)
+ fixed_aseet_account = get_asset_category_account(self.name, 'fixed_asset_account',
+ asset_category = self.asset_category, company = self.company)
+
+ gl_entries.append(self.get_gl_dict({
+ "account": cwip_account,
+ "against": fixed_aseet_account,
+ "remarks": self.get("remarks") or _("Accounting Entry for Asset"),
+ "posting_date": self.available_for_use_date,
+ "credit": self.purchase_receipt_amount,
+ "credit_in_account_currency": self.purchase_receipt_amount
+ }))
+
+ gl_entries.append(self.get_gl_dict({
+ "account": fixed_aseet_account,
+ "against": cwip_account,
+ "remarks": self.get("remarks") or _("Accounting Entry for Asset"),
+ "posting_date": self.available_for_use_date,
+ "debit": self.purchase_receipt_amount,
+ "debit_in_account_currency": self.purchase_receipt_amount
+ }))
+
+ make_gl_entries(gl_entries)
+ self.db_set('booked_fixed_asset', 1)
+
def update_maintenance_status():
assets = frappe.get_all('Asset', filters = {'docstatus': 1, 'maintenance_required': 1})
@@ -260,6 +352,18 @@
if frappe.db.exists('Asset Repair', {'asset_name': asset.name, 'repair_status': 'Pending'}):
asset.set_status('Out of Order')
+def make_post_gl_entry():
+ assets = frappe.db.sql_list(""" select name from `tabAsset`
+ where ifnull(booked_fixed_asset, 0) = 0 and available_for_use_date = %s""", nowdate())
+
+ for asset in assets:
+ doc = frappe.get_doc('Asset', asset)
+ doc.make_gl_entries()
+
+def get_asset_naming_series():
+ meta = frappe.get_meta('Asset')
+ return meta.get_field("naming_series").options
+
@frappe.whitelist()
def make_purchase_invoice(asset, item_code, gross_purchase_amount, company, posting_date):
pi = frappe.new_doc("Purchase Invoice")
@@ -271,7 +375,7 @@
"item_code": item_code,
"is_fixed_asset": 1,
"asset": asset,
- "expense_account": get_fixed_asset_account(asset),
+ "expense_account": get_asset_category_account(asset, 'fixed_asset_account'),
"qty": 1,
"price_list_rate": gross_purchase_amount,
"rate": gross_purchase_amount
@@ -280,7 +384,7 @@
return pi
@frappe.whitelist()
-def make_sales_invoice(asset, item_code, company):
+def make_sales_invoice(asset, item_code, company, serial_no=None):
si = frappe.new_doc("Sales Invoice")
si.company = company
si.currency = frappe.db.get_value("Company", company, "default_currency")
@@ -290,6 +394,7 @@
"is_fixed_asset": 1,
"asset": asset,
"income_account": disposal_account,
+ "serial_no": serial_no,
"cost_center": depreciation_cost_center,
"qty": 1
})
@@ -322,17 +427,32 @@
frappe.msgprint(_("Asset Movement record {0} created").format("<a href='#Form/Asset Movement/{0}'>{0}</a>".format(movement_entry.name)))
@frappe.whitelist()
-def get_item_details(item_code):
- asset_category = frappe.db.get_value("Item", item_code, "asset_category")
-
+def get_item_details(item_code, asset_category=None):
if not asset_category:
frappe.throw(_("Please enter Asset Category in Item {0}").format(item_code))
- ret = frappe.db.get_value("Asset Category", asset_category,
- ["depreciation_method", "total_number_of_depreciations", "frequency_of_depreciation"], as_dict=1)
+ asset_category_doc = frappe.get_doc('Asset Category', asset_category)
+ books = []
+ for d in asset_category_doc.finance_books:
+ books.append({
+ 'finance_book': d.finance_book,
+ 'depreciation_method': d.depreciation_method,
+ 'total_number_of_depreciations': d.total_number_of_depreciations,
+ 'frequency_of_depreciation': d.frequency_of_depreciation,
+ 'start_date': nowdate()
+ })
- ret.update({
- "asset_category": asset_category
- })
+ return books
- return ret
+def get_cwip_account(asset, asset_category=None, company=None):
+ cwip_account = get_asset_category_account(asset, 'capital_work_in_progress_account',
+ asset_category = asset_category, company = company)
+
+ if not cwip_account:
+ cwip_account = frappe.db.get_value('Company', company, 'capital_work_in_progress_account')
+
+ if not cwip_account:
+ frappe.throw(_("Set Capital Work In Progress Account in asset category {0} or company {1}")
+ .format(asset_category, company))
+
+ return cwip_account
diff --git a/erpnext/assets/doctype/asset/asset_dashboard.py b/erpnext/assets/doctype/asset/asset_dashboard.py
index 94dad1b..89699f3 100644
--- a/erpnext/assets/doctype/asset/asset_dashboard.py
+++ b/erpnext/assets/doctype/asset/asset_dashboard.py
@@ -1,6 +1,9 @@
def get_data():
return {
'fieldname': 'asset_name',
+ 'non_standard_fieldnames': {
+ 'Asset Movement': 'asset'
+ },
'transactions': [
{
'label': ['Maintenance'],
@@ -9,6 +12,10 @@
{
'label': ['Repair'],
'items': ['Asset Repair']
+ },
+ {
+ 'label': ['Movement'],
+ 'items': ['Asset Movement']
}
]
}
\ No newline at end of file
diff --git a/erpnext/assets/doctype/asset/depreciation.py b/erpnext/assets/doctype/asset/depreciation.py
index 92a251e..aacaef5 100644
--- a/erpnext/assets/doctype/asset/depreciation.py
+++ b/erpnext/assets/doctype/asset/depreciation.py
@@ -5,7 +5,7 @@
from __future__ import unicode_literals
import frappe
from frappe import _
-from frappe.utils import flt, today, getdate
+from frappe.utils import flt, today, getdate, cint
def post_depreciation_entries(date=None):
# Return if automatic booking of asset depreciation is disabled
@@ -47,6 +47,7 @@
je.naming_series = depreciation_series
je.posting_date = d.schedule_date
je.company = asset.company
+ je.finance_book = d.finance_book
je.remark = "Depreciation Entry against {0} worth {1}".format(asset_name, d.depreciation_amount)
je.append("accounts", {
@@ -68,9 +69,12 @@
je.submit()
d.db_set("journal_entry", je.name)
- asset.value_after_depreciation -= d.depreciation_amount
+
+ idx = cint(d.finance_book_id)
+ finance_books = asset.get('finance_books')[idx - 1]
+ finance_books.value_after_depreciation -= d.depreciation_amount
+ finance_books.db_update()
- asset.db_set("value_after_depreciation", asset.value_after_depreciation)
asset.set_status()
return asset
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/assets/doctype/asset_adjustment/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/assets/doctype/asset_adjustment/__init__.py
diff --git a/erpnext/assets/doctype/asset_adjustment/asset_adjustment.js b/erpnext/assets/doctype/asset_adjustment/asset_adjustment.js
new file mode 100644
index 0000000..11c02e1
--- /dev/null
+++ b/erpnext/assets/doctype/asset_adjustment/asset_adjustment.js
@@ -0,0 +1,30 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Asset Adjustment', {
+ asset: function(frm) {
+ frm.trigger("set_current_asset_value");
+ },
+
+ finance_book: function(frm) {
+ frm.trigger("set_current_asset_value");
+ },
+
+ set_current_asset_value: function(frm) {
+ debugger
+ if (frm.doc.finance_book && frm.doc.asset) {
+ frm.call({
+ method: "erpnext.assets.doctype.asset_adjustment.asset_adjustment.get_current_asset_value",
+ args: {
+ asset: frm.doc.asset,
+ finance_book: frm.doc.finance_book
+ },
+ callback: function(r) {
+ if (r.message) {
+ frm.set_value('current_asset_value', r.message);
+ }
+ }
+ });
+ }
+ }
+});
diff --git a/erpnext/assets/doctype/asset_adjustment/asset_adjustment.json b/erpnext/assets/doctype/asset_adjustment/asset_adjustment.json
new file mode 100644
index 0000000..faa36ef
--- /dev/null
+++ b/erpnext/assets/doctype/asset_adjustment/asset_adjustment.json
@@ -0,0 +1,437 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-05-11 00:22:43.695151",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
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+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "asset",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Asset",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Asset",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "asset_category",
+ "fieldtype": "Read Only",
+ "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": "Asset Category",
+ "length": 0,
+ "no_copy": 0,
+ "options": "asset.asset_category",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "finance_book",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Finance Book",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Finance Book",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "journal_entry",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Journal Entry",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Journal Entry",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_4",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "date",
+ "fieldtype": "Datetime",
+ "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": "Date",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "current_asset_value",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Current Asset Value",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "new_asset_value",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "New Asset Value",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "difference_amount",
+ "fieldtype": "Currency",
+ "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": "Difference Amount",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Asset Adjustment",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-11 21:45:03.459696",
+ "modified_by": "Administrator",
+ "module": "Assets",
+ "name": "Asset Adjustment",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "apply_user_permissions": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "apply_user_permissions": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "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": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "apply_user_permissions": 0,
+ "cancel": 1,
+ "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": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "asset",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/assets/doctype/asset_adjustment/asset_adjustment.py b/erpnext/assets/doctype/asset_adjustment/asset_adjustment.py
new file mode 100644
index 0000000..6b4b752
--- /dev/null
+++ b/erpnext/assets/doctype/asset_adjustment/asset_adjustment.py
@@ -0,0 +1,103 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import flt, getdate, cint, date_diff
+from erpnext.assets.doctype.asset.depreciation import get_depreciation_accounts
+from frappe.model.document import Document
+
+class AssetAdjustment(Document):
+ def validate(self):
+ self.set_difference_amount()
+ self.set_current_asset_value()
+
+ def on_submit(self):
+ self.make_depreciation_entry()
+ self.reschedule_depreciations()
+
+ def on_cancel(self):
+ if self.journal_entry:
+ frappe.throw(_("Cancel the journal entry {0} first").format(self.journal_entry))
+
+ def set_difference_amount(self):
+ self.difference_amount = flt(self.current_asset_value - self.new_asset_value)
+
+ def set_current_asset_value(self):
+ if not self.current_asset_value and self.asset and self.finance_book:
+ self.current_asset_value = get_current_asset_value(self.asset, self.finance_book)
+
+ def make_depreciation_entry(self):
+ asset = frappe.get_doc("Asset", self.asset)
+ fixed_asset_account, accumulated_depreciation_account, depreciation_expense_account = \
+ get_depreciation_accounts(asset)
+
+ depreciation_cost_center, depreciation_series = frappe.db.get_value("Company", asset.company,
+ ["depreciation_cost_center", "series_for_depreciation_entry"])
+
+ je = frappe.new_doc("Journal Entry")
+ je.voucher_type = "Depreciation Entry"
+ je.naming_series = depreciation_series
+ je.posting_date = self.date
+ je.company = self.company
+ je.remark = "Depreciation Entry against {0} worth {1}".format(self.asset, self.difference_amount)
+
+ je.append("accounts", {
+ "account": accumulated_depreciation_account,
+ "credit_in_account_currency": self.difference_amount,
+ })
+
+ je.append("accounts", {
+ "account": depreciation_expense_account,
+ "debit_in_account_currency": self.difference_amount,
+ "cost_center": depreciation_cost_center
+ })
+
+ je.flags.ignore_permissions = True
+ je.submit()
+
+ self.db_set("journal_entry", je.name)
+
+ def reschedule_depreciations(self):
+ asset = frappe.get_doc('Asset', self.asset)
+
+ for d in asset.finance_books:
+ d.value_after_depreciation = self.new_asset_value
+
+ if d.depreciation_method in ("Straight Line", "Manual"):
+ end_date = max([s.schedule_date for s in asset.schedules if cint(s.finance_book_id) == d.idx])
+ total_days = date_diff(end_date, self.date)
+ rate_per_day = flt(d.value_after_depreciation) / flt(total_days)
+ from_date = self.date
+ else:
+ no_of_depreciations = len([e.name for e in asset.schedules
+ if (cint(s.finance_book_id) == d.idx and not e.journal_entry)])
+
+ value_after_depreciation = d.value_after_depreciation
+ for data in asset.schedules:
+ if cint(data.finance_book_id) == d.idx and not data.journal_entry:
+ if d.depreciation_method in ("Straight Line", "Manual"):
+ days = date_diff(data.schedule_date, from_date)
+ depreciation_amount = days * rate_per_day
+ from_date = data.schedule_date
+ else:
+ depreciation_amount = asset.get_depreciation_amount(value_after_depreciation,
+ no_of_depreciations, d)
+
+ if depreciation_amount:
+ value_after_depreciation -= flt(depreciation_amount)
+ data.depreciation_amount = depreciation_amount
+
+ d.db_update()
+
+ asset.set_accumulated_depreciation(ignore_booked_entry=True)
+ for asset_data in asset.schedules:
+ if not asset_data.journal_entry:
+ asset_data.db_update()
+
+@frappe.whitelist()
+def get_current_asset_value(asset, finance_book):
+ return frappe.db.get_value('Asset Finance Book',
+ {'parent': asset, 'parenttype': 'Asset', 'finance_book': finance_book}, 'value_after_depreciation', debug=1)
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/assets/doctype/asset_adjustment/test_asset_adjustment.js
similarity index 70%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/assets/doctype/asset_adjustment/test_asset_adjustment.js
index 81b0f8d..29d070a 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/assets/doctype/asset_adjustment/test_asset_adjustment.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Asset Adjustment", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Asset Adjustment
+ () => frappe.tests.make('Asset Adjustment', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/assets/doctype/asset_adjustment/test_asset_adjustment.py
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/assets/doctype/asset_adjustment/test_asset_adjustment.py
index 6978720..209692e 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/assets/doctype/asset_adjustment/test_asset_adjustment.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestAssetAdjustment(unittest.TestCase):
pass
diff --git a/erpnext/assets/doctype/asset_category/asset_category.js b/erpnext/assets/doctype/asset_category/asset_category.js
index aafe8a6..6f0c428 100644
--- a/erpnext/assets/doctype/asset_category/asset_category.js
+++ b/erpnext/assets/doctype/asset_category/asset_category.js
@@ -40,5 +40,16 @@
};
});
+ frm.set_query('capital_work_in_progress_account', 'accounts', function(doc, cdt, cdn) {
+ var d = locals[cdt][cdn];
+ return {
+ "filters": {
+ "account_type": "Capital Work in Progress",
+ "is_group": 0,
+ "company": d.company_name
+ }
+ };
+ });
+
}
});
\ No newline at end of file
diff --git a/erpnext/assets/doctype/asset_category/asset_category.json b/erpnext/assets/doctype/asset_category/asset_category.json
index 3331d05..882cbe2 100644
--- a/erpnext/assets/doctype/asset_category/asset_category.json
+++ b/erpnext/assets/doctype/asset_category/asset_category.json
@@ -49,38 +49,6 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "default": "Straight Line",
- "fieldname": "depreciation_method",
- "fieldtype": "Select",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 1,
- "label": "Depreciation Method",
- "length": 0,
- "no_copy": 0,
- "options": "\nStraight Line\nDouble Declining Balance\nManual",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fieldname": "column_break_3",
"fieldtype": "Column Break",
"hidden": 0,
@@ -110,16 +78,16 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "total_number_of_depreciations",
- "fieldtype": "Int",
+ "fieldname": "finance_book_detail",
+ "fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
- "in_list_view": 1,
+ "in_list_view": 0,
"in_standard_filter": 0,
- "label": "Total Number of Depreciations",
+ "label": "Finance Book Detail",
"length": 0,
"no_copy": 0,
"permlevel": 0,
@@ -129,7 +97,7 @@
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
- "reqd": 1,
+ "reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
@@ -140,18 +108,19 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "frequency_of_depreciation",
- "fieldtype": "Int",
+ "fieldname": "finance_books",
+ "fieldtype": "Table",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
- "in_list_view": 1,
+ "in_list_view": 0,
"in_standard_filter": 0,
- "label": "Frequency of Depreciation (Months)",
+ "label": "Finance Books",
"length": 0,
"no_copy": 0,
+ "options": "Asset Finance Book",
"permlevel": 0,
"precision": "",
"print_hide": 0,
@@ -159,7 +128,7 @@
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
- "reqd": 1,
+ "reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
@@ -236,7 +205,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-12-01 15:14:25.645077",
+ "modified": "2018-05-12 14:56:04.116425",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Category",
@@ -312,4 +281,4 @@
"sort_order": "DESC",
"track_changes": 0,
"track_seen": 0
-}
+}
\ No newline at end of file
diff --git a/erpnext/assets/doctype/asset_category/asset_category.py b/erpnext/assets/doctype/asset_category/asset_category.py
index 542bd12..bbdc6ec 100644
--- a/erpnext/assets/doctype/asset_category/asset_category.py
+++ b/erpnext/assets/doctype/asset_category/asset_category.py
@@ -10,6 +10,22 @@
class AssetCategory(Document):
def validate(self):
- for field in ("total_number_of_depreciations", "frequency_of_depreciation"):
- if cint(self.get(field))<1:
- frappe.throw(_("{0} must be greater than 0").format(self.meta.get_label(field)), frappe.MandatoryError)
+ for d in self.finance_books:
+ for field in ("Total Number of Depreciations", "Frequency of Depreciation"):
+ if cint(d.get(frappe.scrub(field)))<1:
+ frappe.throw(_("Row {0}: {1} must be greater than 0").format(d.idx, field), frappe.MandatoryError)
+
+@frappe.whitelist()
+def get_asset_category_account(asset, fieldname, account=None, asset_category = None, company = None):
+ if not asset_category and company:
+ if account:
+ if frappe.db.get_value("Account", account, "account_type") != "Fixed Asset":
+ account=None
+
+ if not account:
+ asset_category, company = frappe.db.get_value("Asset", asset, ["asset_category", "company"])
+
+ account = frappe.db.get_value("Asset Category Account",
+ filters={"parent": asset_category, "company_name": company}, fieldname=fieldname)
+
+ return account
\ No newline at end of file
diff --git a/erpnext/assets/doctype/asset_category_account/asset_category_account.json b/erpnext/assets/doctype/asset_category_account/asset_category_account.json
index 679cc52..b7df557 100644
--- a/erpnext/assets/doctype/asset_category_account/asset_category_account.json
+++ b/erpnext/assets/doctype/asset_category_account/asset_category_account.json
@@ -17,7 +17,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
- "columns": 3,
+ "columns": 2,
"fieldname": "company_name",
"fieldtype": "Link",
"hidden": 0,
@@ -48,7 +48,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
- "columns": 3,
+ "columns": 2,
"fieldname": "fixed_asset_account",
"fieldtype": "Link",
"hidden": 0,
@@ -135,6 +135,37 @@
"search_index": 0,
"set_only_once": 0,
"unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 2,
+ "fieldname": "capital_work_in_progress_account",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Capital Work In Progress Account",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Account",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
}
],
"has_web_view": 0,
@@ -147,7 +178,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
- "modified": "2017-11-28 16:54:12.252271",
+ "modified": "2018-05-10 17:06:48.839347",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Category Account",
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/assets/doctype/asset_finance_book/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/assets/doctype/asset_finance_book/__init__.py
diff --git a/erpnext/assets/doctype/asset_finance_book/asset_finance_book.json b/erpnext/assets/doctype/asset_finance_book/asset_finance_book.json
new file mode 100644
index 0000000..f75c851
--- /dev/null
+++ b/erpnext/assets/doctype/asset_finance_book/asset_finance_book.json
@@ -0,0 +1,289 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-05-08 14:44:37.095570",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "",
+ "fieldname": "finance_book",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Finance Book",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Finance Book",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "depreciation_method",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Depreciation Method",
+ "length": 0,
+ "no_copy": 0,
+ "options": "\nStraight Line\nDouble Declining Balance\nWritten Down Value\nManual",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "total_number_of_depreciations",
+ "fieldtype": "Int",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Total Number of Depreciations",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_5",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "frequency_of_depreciation",
+ "fieldtype": "Int",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Frequency of Depreciation (Months)",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:parent.doctype == 'Asset'",
+ "fieldname": "depreciation_start_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Depreciation Start Date",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "0",
+ "depends_on": "eval:parent.doctype == 'Asset'",
+ "fieldname": "expected_value_after_useful_life",
+ "fieldtype": "Currency",
+ "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": "Expected Value After Useful Life",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company:company:default_currency",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "value_after_depreciation",
+ "fieldtype": "Currency",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Value After Depreciation",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Company:company:default_currency",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-05-12 14:56:44.800046",
+ "modified_by": "Administrator",
+ "module": "Assets",
+ "name": "Asset Finance Book",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/assets/doctype/asset_finance_book/asset_finance_book.py
similarity index 87%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/assets/doctype/asset_finance_book/asset_finance_book.py
index c280254..bdc2acf 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/assets/doctype/asset_finance_book/asset_finance_book.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class AssetFinanceBook(Document):
pass
diff --git a/erpnext/assets/doctype/asset_maintenance/asset_maintenance.json b/erpnext/assets/doctype/asset_maintenance/asset_maintenance.json
index 72d96b0..f36fe4e 100644
--- a/erpnext/assets/doctype/asset_maintenance/asset_maintenance.json
+++ b/erpnext/assets/doctype/asset_maintenance/asset_maintenance.json
@@ -42,6 +42,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -73,6 +74,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -104,6 +106,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -135,6 +138,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -164,6 +168,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -195,6 +200,39 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "serial_no",
+ "fieldtype": "Small Text",
+ "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": "Serial No",
+ "length": 0,
+ "no_copy": 0,
+ "options": "asset_name.serial_no",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -224,6 +262,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -255,6 +294,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -284,6 +324,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -315,6 +356,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -346,6 +388,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -376,6 +419,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -407,6 +451,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -420,7 +465,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-12-01 15:13:29.816396",
+ "modified": "2018-04-20 08:39:27.072622",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Maintenance",
@@ -429,7 +474,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -449,7 +493,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
diff --git a/erpnext/assets/doctype/asset_maintenance/asset_maintenance.py b/erpnext/assets/doctype/asset_maintenance/asset_maintenance.py
index 7551eae..b30685f 100644
--- a/erpnext/assets/doctype/asset_maintenance/asset_maintenance.py
+++ b/erpnext/assets/doctype/asset_maintenance/asset_maintenance.py
@@ -11,6 +11,9 @@
class AssetMaintenance(Document):
def validate(self):
+ if not self.serial_no:
+ self.serial_no = frappe.db.get_value("Asset", self.asset_name, 'serial_no')
+
for task in self.get('asset_maintenance_tasks'):
if task.end_date and (getdate(task.start_date) >= getdate(task.end_date)):
throw(_("Start date should be less than end date for task {0}").format(task.maintenance_task))
diff --git a/erpnext/assets/doctype/asset_movement/asset_movement.json b/erpnext/assets/doctype/asset_movement/asset_movement.json
index 0c05552..8adbf57 100644
--- a/erpnext/assets/doctype/asset_movement/asset_movement.json
+++ b/erpnext/assets/doctype/asset_movement/asset_movement.json
@@ -18,6 +18,69 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 1,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "Transfer",
+ "fieldname": "purpose",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Purpose",
+ "length": 0,
+ "no_copy": 0,
+ "options": "\nIssue\nReceipt\nTransfer",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "asset",
"fieldtype": "Link",
"hidden": 0,
@@ -79,37 +142,6 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "company",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 1,
- "label": "Company",
- "length": 0,
- "no_copy": 0,
- "options": "Company",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 1,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fieldname": "column_break_4",
"fieldtype": "Column Break",
"hidden": 0,
@@ -139,7 +171,96 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "source_warehouse",
+ "fieldname": "quantity",
+ "fieldtype": "Float",
+ "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": "Quantity",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "serial_no",
+ "fieldtype": "Small Text",
+ "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": "Serial No",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_7",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "source_location",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
@@ -147,11 +268,194 @@
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
- "in_standard_filter": 1,
- "label": "Source Warehouse",
+ "in_standard_filter": 0,
+ "label": "Source Location",
"length": 0,
"no_copy": 0,
- "options": "Warehouse",
+ "options": "Location",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "target_location",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Target Location",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Location",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_10",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "from_employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "From Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "to_employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "To Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "reference",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Reference",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "reference_doctype",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Reference DocType",
+ "length": 0,
+ "no_copy": 1,
+ "options": "DocType",
"permlevel": 0,
"precision": "",
"print_hide": 0,
@@ -170,27 +474,27 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "target_warehouse",
- "fieldtype": "Link",
+ "fieldname": "reference_name",
+ "fieldtype": "Dynamic Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 1,
- "label": "Target Warehouse",
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Reference Name",
"length": 0,
- "no_copy": 0,
- "options": "Warehouse",
+ "no_copy": 1,
+ "options": "reference_doctype",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
- "read_only": 0,
+ "read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
- "reqd": 1,
+ "reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
@@ -236,7 +540,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-10-19 16:08:17.389257",
+ "modified": "2018-05-10 23:16:20.791672",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Movement",
diff --git a/erpnext/assets/doctype/asset_movement/asset_movement.py b/erpnext/assets/doctype/asset_movement/asset_movement.py
index 574c499..32fc663 100644
--- a/erpnext/assets/doctype/asset_movement/asset_movement.py
+++ b/erpnext/assets/doctype/asset_movement/asset_movement.py
@@ -5,44 +5,60 @@
from __future__ import unicode_literals
import frappe
from frappe import _
+from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
from frappe.model.document import Document
class AssetMovement(Document):
def validate(self):
self.validate_asset()
self.validate_warehouses()
-
+
def validate_asset(self):
- status, company = frappe.db.get_value("Asset", self.asset, ["status", "company"])
- if status in ("Draft", "Scrapped", "Sold"):
+ status, company, serial_no = frappe.db.get_value("Asset", self.asset, ["status", "company", "serial_no"])
+ if self.purpose == 'Transfer' and status in ("Draft", "Scrapped", "Sold"):
frappe.throw(_("{0} asset cannot be transferred").format(status))
-
+
if company != self.company:
frappe.throw(_("Asset {0} does not belong to company {1}").format(self.asset, self.company))
-
+
+ if serial_no and not self.serial_no:
+ self.serial_no = serial_no
+
+ if self.serial_no and len(get_serial_nos(self.serial_no)) != self.quantity:
+ frappe.throw(_("Number of serial nos and quantity must be the same"))
+
+ if not(self.source_location or self.target_location or self.from_employee or self.to_employee):
+ frappe.throw(_("Either location or employee must be required"))
+
def validate_warehouses(self):
- if not self.source_warehouse:
- self.source_warehouse = frappe.db.get_value("Asset", self.asset, "warehouse")
-
- if self.source_warehouse == self.target_warehouse:
- frappe.throw(_("Source and Target Warehouse cannot be same"))
+ if self.purpose in ['Transfer', 'Issue']:
+ self.source_location = frappe.db.get_value("Asset", self.asset, "location")
+
+ if self.source_location == self.target_location:
+ frappe.throw(_("Source and Target Location cannot be same"))
def on_submit(self):
- self.set_latest_warehouse_in_asset()
+ self.set_latest_location_in_asset()
def on_cancel(self):
- self.set_latest_warehouse_in_asset()
-
- def set_latest_warehouse_in_asset(self):
- latest_movement_entry = frappe.db.sql("""select target_warehouse from `tabAsset Movement`
+ self.set_latest_location_in_asset()
+
+ def set_latest_location_in_asset(self):
+ latest_movement_entry = frappe.db.sql("""select target_location from `tabAsset Movement`
where asset=%s and docstatus=1 and company=%s
order by transaction_date desc limit 1""", (self.asset, self.company))
if latest_movement_entry:
- warehouse = latest_movement_entry[0][0]
+ location = latest_movement_entry[0][0]
else:
- warehouse = frappe.db.sql("""select source_warehouse from `tabAsset Movement`
+ location = frappe.db.sql("""select source_location from `tabAsset Movement`
where asset=%s and docstatus=2 and company=%s
order by transaction_date asc limit 1""", (self.asset, self.company))[0][0]
-
- frappe.db.set_value("Asset", self.asset, "warehouse", warehouse)
\ No newline at end of file
+
+ frappe.db.set_value("Asset", self.asset, "location", location)
+
+ if self.serial_no:
+ serial_nos = get_serial_nos(self.serial_no)
+
+ frappe.db.sql(""" update `tabSerial No` set location = %s where name in (%s)"""
+ %('%s', ','.join(['%s'] * len(serial_nos))), (location, tuple(serial_nos)))
diff --git a/erpnext/assets/doctype/depreciation_schedule/depreciation_schedule.json b/erpnext/assets/doctype/depreciation_schedule/depreciation_schedule.json
index 3303472..35a2c9d 100644
--- a/erpnext/assets/doctype/depreciation_schedule/depreciation_schedule.json
+++ b/erpnext/assets/doctype/depreciation_schedule/depreciation_schedule.json
@@ -19,6 +19,37 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "finance_book",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Finance Book",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Finance Book",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "schedule_date",
"fieldtype": "Date",
"hidden": 0,
@@ -196,6 +227,67 @@
"search_index": 0,
"set_only_once": 0,
"unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "finance_book_id",
+ "fieldtype": "Data",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Finance Book Id",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "depreciation_method",
+ "fieldtype": "Select",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Depreciation Method",
+ "length": 0,
+ "no_copy": 1,
+ "options": "\nStraight Line\nDouble Declining Balance\nWritten Down Value\nManual",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
}
],
"has_web_view": 0,
@@ -208,7 +300,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
- "modified": "2017-10-19 16:30:13.738170",
+ "modified": "2018-05-10 15:12:41.679436",
"modified_by": "Administrator",
"module": "Assets",
"name": "Depreciation Schedule",
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/assets/doctype/location/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/assets/doctype/location/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/assets/doctype/location/location.js
similarity index 78%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/assets/doctype/location/location.js
index 504da27..c3783df 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/assets/doctype/location/location.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Location', {
refresh: function(frm) {
}
diff --git a/erpnext/setup/doctype/supplier_type/supplier_type.json b/erpnext/assets/doctype/location/location.json
similarity index 60%
copy from erpnext/setup/doctype/supplier_type/supplier_type.json
copy to erpnext/assets/doctype/location/location.json
index d7d7084..d83fdf3 100644
--- a/erpnext/setup/doctype/supplier_type/supplier_type.json
+++ b/erpnext/assets/doctype/location/location.json
@@ -1,16 +1,17 @@
{
"allow_copy": 0,
"allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 1,
- "autoname": "field:supplier_type",
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "field:location_name",
"beta": 0,
- "creation": "2013-01-10 16:34:24",
+ "creation": "2018-05-07 12:49:22.595974",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
- "document_type": "Setup",
- "editable_grid": 0,
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
"fields": [
{
"allow_bulk_edit": 0,
@@ -18,7 +19,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "supplier_type",
+ "fieldname": "location_name",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
@@ -27,12 +28,11 @@
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
- "label": "Supplier Type",
+ "label": "Location Name",
"length": 0,
"no_copy": 0,
- "oldfieldname": "supplier_type",
- "oldfieldtype": "Data",
"permlevel": 0,
+ "precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
@@ -41,16 +41,17 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
- "collapsible": 1,
+ "collapsible": 0,
"columns": 0,
- "fieldname": "section_credit_limit",
- "fieldtype": "Section Break",
+ "fieldname": "is_group",
+ "fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
@@ -58,7 +59,7 @@
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Credit Limit",
+ "label": "Is Group",
"length": 0,
"no_copy": 0,
"permlevel": 0,
@@ -71,6 +72,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -79,29 +81,30 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "payment_terms",
+ "fieldname": "parent_location",
"fieldtype": "Link",
- "hidden": 0,
+ "hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Default Payment Terms Template",
+ "label": "Parent Location",
"length": 0,
"no_copy": 0,
- "options": "Payment Terms Template",
+ "options": "Location",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
- "read_only": 0,
+ "read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
- "search_index": 0,
+ "search_index": 1,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -110,27 +113,29 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "default_payable_account",
- "fieldtype": "Section Break",
- "hidden": 0,
+ "fieldname": "lft",
+ "fieldtype": "Int",
+ "hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Default Payable Account",
+ "label": "lft",
"length": 0,
- "no_copy": 0,
+ "no_copy": 1,
"permlevel": 0,
- "print_hide": 0,
+ "precision": "",
+ "print_hide": 1,
"print_hide_if_no_value": 0,
- "read_only": 0,
+ "read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -139,105 +144,94 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "depends_on": "eval:!doc.__islocal",
- "description": "Mention if non-standard receivable account applicable",
- "fieldname": "accounts",
- "fieldtype": "Table",
- "hidden": 0,
+ "fieldname": "rgt",
+ "fieldtype": "Int",
+ "hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Accounts",
+ "label": "rgt",
"length": 0,
- "no_copy": 0,
- "options": "Party Account",
+ "no_copy": 1,
"permlevel": 0,
- "print_hide": 0,
+ "precision": "",
+ "print_hide": 1,
"print_hide_if_no_value": 0,
- "read_only": 0,
+ "read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "old_parent",
+ "fieldtype": "Data",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Old Parent",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
- "icon": "fa fa-flag",
- "idx": 1,
+ "idx": 0,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-09-04 18:54:10.093500",
+ "modified": "2018-05-07 19:21:06.051414",
"modified_by": "Administrator",
- "module": "Setup",
- "name": "Supplier Type",
+ "module": "Assets",
+ "name": "Location",
+ "name_case": "",
"owner": "Administrator",
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Purchase Manager",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
- "write": 0
- },
- {
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Purchase User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
- "write": 0
- },
- {
- "amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
- "export": 0,
+ "export": 1,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
- "role": "Purchase Master Manager",
+ "role": "System Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
@@ -245,70 +239,68 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
"if_owner": 0,
"import": 0,
- "permlevel": 1,
- "print": 0,
+ "permlevel": 0,
+ "print": 1,
"read": 1,
- "report": 0,
- "role": "Purchase Master Manager",
+ "report": 1,
+ "role": "Stock User",
"set_user_permissions": 0,
- "share": 0,
+ "share": 1,
"submit": 0,
"write": 1
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
"if_owner": 0,
"import": 0,
- "permlevel": 1,
- "print": 0,
+ "permlevel": 0,
+ "print": 1,
"read": 1,
- "report": 0,
- "role": "Purchase Manager",
+ "report": 1,
+ "role": "Accounts User",
"set_user_permissions": 0,
- "share": 0,
+ "share": 1,
"submit": 0,
- "write": 0
+ "write": 1
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
"if_owner": 0,
"import": 0,
- "permlevel": 1,
- "print": 0,
+ "permlevel": 0,
+ "print": 1,
"read": 1,
- "report": 0,
- "role": "Purchase User",
+ "report": 1,
+ "role": "Stock Manager",
"set_user_permissions": 0,
- "share": 0,
+ "share": 1,
"submit": 0,
- "write": 0
+ "write": 1
}
],
- "quick_entry": 0,
+ "quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
- "show_name_in_global_search": 1,
- "sort_order": "ASC",
- "track_changes": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
"track_seen": 0
}
\ No newline at end of file
diff --git a/erpnext/assets/doctype/location/location.py b/erpnext/assets/doctype/location/location.py
new file mode 100644
index 0000000..9d05720
--- /dev/null
+++ b/erpnext/assets/doctype/location/location.py
@@ -0,0 +1,47 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+from frappe.utils.nestedset import NestedSet
+
+class Location(NestedSet):
+ def on_update(self):
+ self.update_nsm_model()
+
+ def on_trash(self):
+ self.update_nsm_model()
+
+ def update_nsm_model(self):
+ frappe.utils.nestedset.update_nsm(self)
+
+@frappe.whitelist()
+def get_children(doctype, parent=None, location=None, is_root=False):
+ if parent == None or parent == "All Locations":
+ parent = ""
+
+ return frappe.db.sql("""
+ select
+ name as value,
+ is_group as expandable
+ from
+ `tab{doctype}` comp
+ where
+ ifnull(parent_location, "")="{parent}"
+ """.format(
+ doctype = frappe.db.escape(doctype),
+ parent=frappe.db.escape(parent)
+ ), as_dict=1)
+
+@frappe.whitelist()
+def add_node():
+ from frappe.desk.treeview import make_tree_args
+ args = frappe.form_dict
+ args = make_tree_args(**args)
+
+ if args.parent_location == 'All Locations':
+ args.parent_location = None
+
+ frappe.get_doc(args).insert()
\ No newline at end of file
diff --git a/erpnext/assets/doctype/location/location_tree.js b/erpnext/assets/doctype/location/location_tree.js
new file mode 100644
index 0000000..523dd63
--- /dev/null
+++ b/erpnext/assets/doctype/location/location_tree.js
@@ -0,0 +1,28 @@
+frappe.treeview_settings["Location"] = {
+ ignore_fields:["parent_location"],
+ get_tree_nodes: 'erpnext.assets.doctype.location.location.get_children',
+ add_tree_node: 'erpnext.assets.doctype.location.location.add_node',
+ filters: [
+ {
+ fieldname: "location",
+ fieldtype:"Link",
+ options: "Location",
+ label: __("Location")
+ },
+ ],
+ breadcrumb: "Assets",
+ root_label: "All Locations",
+ get_tree_root: false,
+ menu_items: [
+ {
+ label: __("New Location"),
+ action: function() {
+ frappe.new_doc("Location", true);
+ },
+ condition: 'frappe.boot.user.can_create.indexOf("Location") !== -1'
+ }
+ ],
+ onload: function(treeview) {
+ treeview.make_tree();
+ }
+};
\ No newline at end of file
diff --git a/erpnext/setup/doctype/supplier_type/test_supplier_type.js b/erpnext/assets/doctype/location/test_location.js
similarity index 71%
copy from erpnext/setup/doctype/supplier_type/test_supplier_type.js
copy to erpnext/assets/doctype/location/test_location.js
index 085dddd..236b5c6 100644
--- a/erpnext/setup/doctype/supplier_type/test_supplier_type.js
+++ b/erpnext/assets/doctype/location/test_location.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Supplier Type", function (assert) {
+QUnit.test("test: Location", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Supplier Type
- () => frappe.tests.make('Supplier Type', [
+ // insert a new Location
+ () => frappe.tests.make('Location', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/assets/doctype/location/test_location.py
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/assets/doctype/location/test_location.py
index 6978720..9a46fd9 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/assets/doctype/location/test_location.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestLocation(unittest.TestCase):
pass
diff --git a/erpnext/buying/doctype/buying_settings/buying_settings.json b/erpnext/buying/doctype/buying_settings/buying_settings.json
index bb2b47d..c0684f9 100644
--- a/erpnext/buying/doctype/buying_settings/buying_settings.json
+++ b/erpnext/buying/doctype/buying_settings/buying_settings.json
@@ -1,188 +1,263 @@
{
"allow_copy": 0,
+ "allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
+ "beta": 0,
"creation": "2013-06-25 11:04:03",
"custom": 0,
"description": "Settings for Buying Module",
"docstatus": 0,
"doctype": "DocType",
"document_type": "Other",
+ "editable_grid": 0,
"fields": [
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"default": "Supplier Name",
"fieldname": "supp_master_name",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
+ "in_standard_filter": 0,
"label": "Supplier Naming By",
+ "length": 0,
"no_copy": 0,
"options": "Supplier Name\nNaming Series",
"permlevel": 0,
"print_hide": 0,
+ "print_hide_if_no_value": 0,
"read_only": 0,
+ "remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
- "fieldname": "supplier_type",
+ "columns": 0,
+ "fieldname": "supplier_group",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
- "label": "Default Supplier Type",
+ "in_standard_filter": 0,
+ "label": "Default Supplier Group",
+ "length": 0,
"no_copy": 0,
- "options": "Supplier Type",
+ "options": "Supplier Group",
"permlevel": 0,
"print_hide": 0,
+ "print_hide_if_no_value": 0,
"read_only": 0,
+ "remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "buying_price_list",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
+ "in_standard_filter": 0,
"label": "Default Buying Price List",
+ "length": 0,
"no_copy": 0,
"options": "Price List",
"permlevel": 0,
"print_hide": 0,
+ "print_hide_if_no_value": 0,
"read_only": 0,
+ "remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "column_break_3",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
"no_copy": 0,
"permlevel": 0,
"print_hide": 0,
+ "print_hide_if_no_value": 0,
"read_only": 0,
+ "remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "po_required",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
+ "in_standard_filter": 0,
"label": "Purchase Order Required",
+ "length": 0,
"no_copy": 0,
"options": "No\nYes",
"permlevel": 0,
"print_hide": 0,
+ "print_hide_if_no_value": 0,
"read_only": 0,
+ "remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "pr_required",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
+ "in_standard_filter": 0,
"label": "Purchase Receipt Required",
+ "length": 0,
"no_copy": 0,
"options": "No\nYes",
"permlevel": 0,
"print_hide": 0,
+ "print_hide_if_no_value": 0,
"read_only": 0,
+ "remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "maintain_same_rate",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
+ "in_standard_filter": 0,
"label": "Maintain same rate throughout purchase cycle",
+ "length": 0,
"no_copy": 0,
"permlevel": 0,
"print_hide": 0,
+ "print_hide_if_no_value": 0,
"read_only": 0,
+ "remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "allow_multiple_items",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
+ "in_standard_filter": 0,
"label": "Allow Item to be added multiple times in a transaction",
+ "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": 0
- },
+ },
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
@@ -213,19 +288,22 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
+ "has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"icon": "fa fa-cog",
"idx": 1,
+ "image_view": 0,
"in_create": 0,
- "in_dialog": 0,
"is_submittable": 0,
"issingle": 1,
"istable": 0,
- "modified": "2017-12-27 15:20:06.052342",
+ "max_attachments": 0,
+ "modified": "2018-04-19 07:56:42.888821",
"modified_by": "Administrator",
"module": "Buying",
"name": "Buying Settings",
@@ -233,7 +311,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 0,
@@ -252,6 +329,10 @@
"write": 1
}
],
+ "quick_entry": 0,
"read_only": 0,
- "read_only_onload": 0
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "track_changes": 0,
+ "track_seen": 0
}
\ No newline at end of file
diff --git a/erpnext/buying/doctype/buying_settings/buying_settings.py b/erpnext/buying/doctype/buying_settings/buying_settings.py
index 1f0184b..a634a09 100644
--- a/erpnext/buying/doctype/buying_settings/buying_settings.py
+++ b/erpnext/buying/doctype/buying_settings/buying_settings.py
@@ -10,7 +10,7 @@
class BuyingSettings(Document):
def validate(self):
- for key in ["supplier_type", "supp_master_name", "maintain_same_rate", "buying_price_list"]:
+ for key in ["supplier_group", "supp_master_name", "maintain_same_rate", "buying_price_list"]:
frappe.db.set_default(key, self.get(key, ""))
from erpnext.setup.doctype.naming_series.naming_series import set_by_naming_series
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/buying/doctype/party_tax_withholding_config/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/buying/doctype/party_tax_withholding_config/__init__.py
diff --git a/erpnext/buying/doctype/party_tax_withholding_config/party_tax_withholding_config.json b/erpnext/buying/doctype/party_tax_withholding_config/party_tax_withholding_config.json
new file mode 100644
index 0000000..320485b
--- /dev/null
+++ b/erpnext/buying/doctype/party_tax_withholding_config/party_tax_withholding_config.json
@@ -0,0 +1,166 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-05-11 13:32:33.825307",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "tax_withholding_category",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Tax Withholding Category",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Tax Withholding Category",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "valid_till",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Valid Till",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "applicable_percent",
+ "fieldtype": "Float",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Applicable Percent",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "certificate_received",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Certificate Received",
+ "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": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-05-11 13:35:44.424855",
+ "modified_by": "Administrator",
+ "module": "Buying",
+ "name": "Party Tax Withholding Config",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/buying/doctype/party_tax_withholding_config/party_tax_withholding_config.py
similarity index 84%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/buying/doctype/party_tax_withholding_config/party_tax_withholding_config.py
index c280254..bec7e83 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/buying/doctype/party_tax_withholding_config/party_tax_withholding_config.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class PartyTaxWithholdingConfig(Document):
pass
diff --git a/erpnext/buying/doctype/request_for_quotation/request_for_quotation.js b/erpnext/buying/doctype/request_for_quotation/request_for_quotation.js
index de87e04..2ff8075 100644
--- a/erpnext/buying/doctype/request_for_quotation/request_for_quotation.js
+++ b/erpnext/buying/doctype/request_for_quotation/request_for_quotation.js
@@ -61,11 +61,11 @@
fields: [
{ "fieldtype": "Select", "label": __("Get Suppliers By"),
"fieldname": "search_type",
- "options": "Tag\nSupplier Type", "reqd": 1 },
- { "fieldtype": "Link", "label": __("Supplier Type"),
- "fieldname": "supplier_type",
- "options": "Supplier Type", "reqd": 0,
- "depends_on": "eval:doc.search_type == 'Supplier Type'"},
+ "options": "Tag\nSupplier Group", "reqd": 1 },
+ { "fieldtype": "Link", "label": __("Supplier Group"),
+ "fieldname": "supplier_group",
+ "options": "Supplier Group", "reqd": 0,
+ "depends_on": "eval:doc.search_type == 'Supplier Group'"},
{ "fieldtype": "Data", "label": __("Tag"),
"fieldname": "tag", "reqd": 0,
"depends_on": "eval:doc.search_type == 'Tag'" },
@@ -121,14 +121,14 @@
},
callback: load_suppliers
});
- } else if (args.supplier_type) {
+ } else if (args.supplier_group) {
return frappe.call({
method: "frappe.client.get_list",
args: {
doctype: "Supplier",
order_by: "name",
fields: ["name"],
- filters: [["Supplier", "supplier_type", "=", args.supplier_type]]
+ filters: [["Supplier", "supplier_group_name", "=", args.supplier_group]]
},
callback: load_suppliers
diff --git a/erpnext/buying/doctype/request_for_quotation/test_request_for_quotation.py b/erpnext/buying/doctype/request_for_quotation/test_request_for_quotation.py
index 7eb741f..dbd9f02 100644
--- a/erpnext/buying/doctype/request_for_quotation/test_request_for_quotation.py
+++ b/erpnext/buying/doctype/request_for_quotation/test_request_for_quotation.py
@@ -56,7 +56,7 @@
frappe.delete_doc_if_exists("Supplier", "_Test Supplier '1", force=1)
supplier = frappe.new_doc("Supplier")
supplier.supplier_name = "_Test Supplier '1"
- supplier.supplier_type = "_Test Supplier Type"
+ supplier.supplier_group = "_Test Supplier Group"
supplier.insert()
rfq = make_request_for_quotation(supplier_wt_appos)
diff --git a/erpnext/buying/doctype/supplier/supplier.json b/erpnext/buying/doctype/supplier/supplier.json
index efaec83..eedbac1 100644
--- a/erpnext/buying/doctype/supplier/supplier.json
+++ b/erpnext/buying/doctype/supplier/supplier.json
@@ -43,6 +43,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -75,6 +76,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 1,
+ "translatable": 0,
"unique": 0
},
{
@@ -106,6 +108,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -137,6 +140,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -167,6 +171,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -175,6 +180,71 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "default": "0",
+ "fieldname": "is_internal_supplier",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Internal Supplier",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_internal_supplier",
+ "fieldname": "represents_company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Represents Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "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
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "image",
"fieldtype": "Attach Image",
"hidden": 1,
@@ -197,6 +267,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -225,6 +296,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -234,7 +306,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "supplier_type",
+ "fieldname": "supplier_group",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
@@ -243,12 +315,12 @@
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 1,
- "label": "Supplier Type",
+ "label": "Supplier Group",
"length": 0,
"no_copy": 0,
"oldfieldname": "supplier_type",
"oldfieldtype": "Link",
- "options": "Supplier Type",
+ "options": "Supplier Group",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
@@ -258,6 +330,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -289,6 +362,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -320,6 +394,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -350,6 +425,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -380,6 +456,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -410,6 +487,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -440,6 +518,72 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "represents_company",
+ "fieldname": "allowed_to_transact_section",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Allowed To Transact With",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "represents_company",
+ "fieldname": "companies",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Allowed To Transact With",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Allowed To Transact With",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -470,6 +614,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -500,6 +645,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -529,6 +675,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -559,6 +706,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -589,6 +737,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -621,6 +770,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -653,6 +803,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -682,6 +833,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -710,6 +862,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -740,6 +893,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -770,6 +924,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -802,6 +957,70 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 1,
+ "columns": 0,
+ "fieldname": "default_tax_withholding_config",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Default Tax Withholding Config",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "tax_withholding_config",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Tax Withholding Account",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Party Tax Withholding Config",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -832,6 +1051,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -864,6 +1084,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -896,6 +1117,37 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_30",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -926,6 +1178,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -941,7 +1194,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-12-26 04:50:15.317590",
+ "modified": "2018-05-11 15:15:19.912308",
"modified_by": "Administrator",
"module": "Buying",
"name": "Supplier",
@@ -950,7 +1203,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -970,7 +1222,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -990,7 +1241,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -1010,7 +1260,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1030,7 +1279,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1050,7 +1298,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1070,7 +1317,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1092,7 +1338,7 @@
"quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
- "search_fields": "supplier_name, supplier_type",
+ "search_fields": "supplier_name, supplier_group",
"show_name_in_global_search": 1,
"sort_order": "ASC",
"title_field": "supplier_name",
diff --git a/erpnext/buying/doctype/supplier/supplier_list.js b/erpnext/buying/doctype/supplier/supplier_list.js
index ab25d2c..d99e3f8 100644
--- a/erpnext/buying/doctype/supplier/supplier_list.js
+++ b/erpnext/buying/doctype/supplier/supplier_list.js
@@ -1,3 +1,3 @@
frappe.listview_settings['Supplier'] = {
- add_fields: ["supplier_name", "supplier_type", "image"],
+ add_fields: ["supplier_name", "supplier_group", "image"],
};
diff --git a/erpnext/buying/doctype/supplier/test_records.json b/erpnext/buying/doctype/supplier/test_records.json
index 2536721..9c01989 100644
--- a/erpnext/buying/doctype/supplier/test_records.json
+++ b/erpnext/buying/doctype/supplier/test_records.json
@@ -2,39 +2,39 @@
{
"doctype": "Supplier",
"supplier_name": "_Test Supplier With Template 1",
- "supplier_type": "_Test Supplier Type",
+ "supplier_group": "_Test Supplier Group",
"payment_terms": "_Test Payment Term Template 3"
},
{
"doctype": "Supplier",
"supplier_name": "_Test Supplier P",
- "supplier_type": "_Test Supplier Type"
+ "supplier_group": "_Test Supplier Group"
},
{
"doctype": "Supplier",
"supplier_name": "_Test Supplier with Country",
- "supplier_type": "_Test Supplier Type",
+ "supplier_group": "_Test Supplier Group",
"country": "Greece"
},
{
"doctype": "Supplier",
"supplier_name": "_Test Supplier",
- "supplier_type": "_Test Supplier Type"
+ "supplier_group": "_Test Supplier Group"
},
{
"doctype": "Supplier",
"supplier_name": "_Test Supplier 1",
- "supplier_type": "_Test Supplier Type"
+ "supplier_group": "_Test Supplier Group"
},
{
"doctype": "Supplier",
"supplier_name": "_Test Supplier 2",
- "supplier_type": "_Test Supplier Type"
+ "supplier_group": "_Test Supplier Group"
},
{
"doctype": "Supplier",
"supplier_name": "_Test Supplier USD",
- "supplier_type": "_Test Supplier Type",
+ "supplier_group": "_Test Supplier Group",
"accounts": [{
"company": "_Test Company",
"account": "_Test Payable USD - _TC"
diff --git a/erpnext/buying/doctype/supplier/test_supplier.js b/erpnext/buying/doctype/supplier/test_supplier.js
index 51e3c09..bf7c192 100644
--- a/erpnext/buying/doctype/supplier/test_supplier.js
+++ b/erpnext/buying/doctype/supplier/test_supplier.js
@@ -7,7 +7,7 @@
() => {
return frappe.tests.make('Supplier', [
{supplier_name: 'Test Supplier'},
- {supplier_type: 'Hardware'},
+ {supplier_group: 'Hardware'},
{country: 'India'},
{default_currency: 'INR'},
{accounts: [
@@ -66,7 +66,7 @@
() => {
assert.ok(cur_frm.doc.supplier_name == 'Test Supplier', "Name correct");
- assert.ok(cur_frm.doc.supplier_type == 'Hardware', "Type correct");
+ assert.ok(cur_frm.doc.supplier_group == 'Hardware', "Type correct");
assert.ok(cur_frm.doc.default_currency == 'INR', "Currency correct");
assert.ok(cur_frm.doc.accounts[0].account == 'Creditors - '+frappe.get_abbr('For Testing'), " Account Head abbr correct");
assert.ok($('.address-box:nth-child(3) p').text().includes('Shipping City 3'), "Address correct");
diff --git a/erpnext/buying/doctype/supplier/test_supplier.py b/erpnext/buying/doctype/supplier/test_supplier.py
index 16dda5c..2211db7 100644
--- a/erpnext/buying/doctype/supplier/test_supplier.py
+++ b/erpnext/buying/doctype/supplier/test_supplier.py
@@ -36,14 +36,14 @@
frappe.db.set_value("Supplier", "_Test Supplier With Template 1", "payment_terms", "")
- # Set credit limit for the supplier type instead of supplier and evaluate the due date
- frappe.db.set_value("Supplier Type", "_Test Supplier Type", "payment_terms", "_Test Payment Term Template 3")
+ # Set credit limit for the supplier group instead of supplier and evaluate the due date
+ frappe.db.set_value("Supplier Group", "_Test Supplier Group", "payment_terms", "_Test Payment Term Template 3")
due_date = get_due_date("2016-01-22", "Supplier", "_Test Supplier With Template 1")
self.assertEqual(due_date, "2016-02-21")
- # Payment terms for Supplier Type instead of supplier and evaluate the due date
- frappe.db.set_value("Supplier Type", "_Test Supplier Type", "payment_terms", "_Test Payment Term Template 1")
+ # Payment terms for Supplier Group instead of supplier and evaluate the due date
+ frappe.db.set_value("Supplier Group", "_Test Supplier Group", "payment_terms", "_Test Payment Term Template 1")
# Leap year
due_date = get_due_date("2016-01-22", "Supplier", "_Test Supplier With Template 1")
@@ -53,7 +53,7 @@
self.assertEqual(due_date, "2017-02-28")
# Supplier with no default Payment Terms Template
- frappe.db.set_value("Supplier Type", "_Test Supplier Type", "payment_terms", "")
+ frappe.db.set_value("Supplier Group", "_Test Supplier Group", "payment_terms", "")
frappe.db.set_value("Supplier", "_Test Supplier", "payment_terms", "")
due_date = get_due_date("2016-01-22", "Supplier", "_Test Supplier")
diff --git a/erpnext/buying/page/purchase_analytics/purchase_analytics.js b/erpnext/buying/page/purchase_analytics/purchase_analytics.js
index 442a8bb..06764a3 100644
--- a/erpnext/buying/page/purchase_analytics/purchase_analytics.js
+++ b/erpnext/buying/page/purchase_analytics/purchase_analytics.js
@@ -19,7 +19,7 @@
title: __("Purchase Analytics"),
parent: $(wrapper).find('.layout-main'),
page: wrapper.page,
- doctypes: ["Item", "Item Group", "Supplier", "Supplier Type", "Company", "Fiscal Year",
+ doctypes: ["Item", "Item Group", "Supplier", "Supplier Group", "Company", "Fiscal Year",
"Purchase Invoice", "Purchase Invoice Item",
"Purchase Order", "Purchase Order Item[Purchase Analytics]",
"Purchase Receipt", "Purchase Receipt Item[Purchase Analytics]"],
@@ -27,11 +27,11 @@
});
this.tree_grids = {
- "Supplier Type": {
- label: __("Supplier Type / Supplier"),
+ "Supplier Group": {
+ label: __("Supplier Group / Supplier"),
show: true,
item_key: "supplier",
- parent_field: "parent_supplier_type",
+ parent_field: "parent_supplier_group",
formatter: function(item) {
return item.supplier_name ? item.supplier_name + " (" + item.name + ")" : item.name;
}
@@ -77,7 +77,7 @@
},
filters: [
{fieldtype:"Select", label: __("Tree Type"), fieldname: "tree_type",
- options:["Supplier Type", "Supplier", "Item Group", "Item"],
+ options:["Supplier Group", "Supplier", "Item Group", "Item"],
filter: function(val, item, opts, me) {
return me.apply_zero_filter(val, item, opts, me);
}},
@@ -110,22 +110,10 @@
var me = this;
if (!this.tl) {
// add 'Not Set' Supplier & Item
- // Add 'All Supplier Types' Supplier Type
// (Supplier / Item are not mandatory!!)
- // Set parent supplier type for tree view
-
- $.each(frappe.report_dump.data["Supplier Type"], function(i, v) {
- v['parent_supplier_type'] = __("All Supplier Types")
- })
-
- frappe.report_dump.data["Supplier Type"] = [{
- name: __("All Supplier Types"),
- id: "All Supplier Types",
- }].concat(frappe.report_dump.data["Supplier Type"]);
-
frappe.report_dump.data["Supplier"].push({
name: __("Not Set"),
- parent_supplier_type: __("All Supplier Types"),
+ parent_supplier_group: __("All Supplier Groups"),
id: "Not Set",
});
@@ -142,14 +130,15 @@
if(!this.data || me.item_type != me.tree_type) {
+ var items;
if(me.tree_type=='Supplier') {
- var items = frappe.report_dump.data["Supplier"];
- } if(me.tree_type=='Supplier Type') {
- var items = this.prepare_tree("Supplier", "Supplier Type");
+ items = frappe.report_dump.data["Supplier"];
+ } else if(me.tree_type=='Supplier Group') {
+ items = this.prepare_tree("Supplier", "Supplier Group");
} else if(me.tree_type=="Item Group") {
- var items = this.prepare_tree("Item", "Item Group");
+ items = this.prepare_tree("Item", "Item Group");
} else if(me.tree_type=="Item") {
- var items = frappe.report_dump.data["Item"];
+ items = frappe.report_dump.data["Item"];
}
me.item_type = me.tree_type
diff --git a/erpnext/config/accounts.py b/erpnext/config/accounts.py
index 2494562..636c160 100644
--- a/erpnext/config/accounts.py
+++ b/erpnext/config/accounts.py
@@ -128,6 +128,12 @@
"doctype": "GL Entry",
"is_query_report": True
},
+ {
+ "type": "report",
+ "name": "Consolidated Financial Statement",
+ "doctype": "GL Entry",
+ "is_query_report": True
+ },
]
},
{
diff --git a/erpnext/config/assets.py b/erpnext/config/assets.py
index 73c1aee..d52f142 100644
--- a/erpnext/config/assets.py
+++ b/erpnext/config/assets.py
@@ -12,6 +12,10 @@
},
{
"type": "doctype",
+ "name": "Location",
+ },
+ {
+ "type": "doctype",
"name": "Asset Category",
},
{
@@ -41,6 +45,10 @@
},
{
"type": "doctype",
+ "name": "Asset Adjustment",
+ },
+ {
+ "type": "doctype",
"name": "Asset Repair",
},
]
diff --git a/erpnext/config/buying.py b/erpnext/config/buying.py
index ba29125..e20d514 100644
--- a/erpnext/config/buying.py
+++ b/erpnext/config/buying.py
@@ -39,8 +39,8 @@
},
{
"type": "doctype",
- "name": "Supplier Type",
- "description": _("Supplier Type master.")
+ "name": "Supplier Group",
+ "description": _("Supplier Group master.")
},
{
"type": "doctype",
diff --git a/erpnext/config/hr.py b/erpnext/config/hr.py
index 4cd1b14..5da0fbc 100644
--- a/erpnext/config/hr.py
+++ b/erpnext/config/hr.py
@@ -9,46 +9,25 @@
{
"type": "doctype",
"name": "Employee",
- "description": _("Employee records."),
},
{
"type": "doctype",
"name": "Employee Attendance Tool",
- "label": _("Employee Attendance Tool"),
- "description":_("Mark Attendance for multiple employees"),
"hide_count": True
},
{
"type": "doctype",
"name": "Attendance",
- "description": _("Attendance record."),
+ },
+ {
+ "type": "doctype",
+ "name": "Attendance Request",
},
{
"type": "doctype",
"name": "Upload Attendance",
- "description":_("Upload attendance from a .csv file"),
"hide_count": True
- },
- ]
- },
- {
- "label": _("Recruitment"),
- "items": [
- {
- "type": "doctype",
- "name": "Job Applicant",
- "description": _("Applicant for a Job."),
- },
- {
- "type": "doctype",
- "name": "Job Opening",
- "description": _("Opening for a Job."),
- },
- {
- "type": "doctype",
- "name": "Job Offer",
- "description": _("Offer candidate a Job."),
- },
+ }
]
},
{
@@ -56,37 +35,40 @@
"items": [
{
"type": "doctype",
+ "name": "Leave Period",
+ },
+ {
+ "type": "doctype",
+ "name": "Leave Policy",
+ },
+ {
+ "type": "doctype",
"name": "Leave Application",
- "description": _("Applications for leave."),
- },
- {
- "type": "doctype",
- "name":"Leave Type",
- "description": _("Type of leaves like casual, sick etc."),
- },
- {
- "type": "doctype",
- "name": "Holiday List",
- "description": _("Holiday master.")
},
{
"type": "doctype",
"name": "Leave Allocation",
- "description": _("Allocate leaves for a period.")
},
{
"type": "doctype",
- "name": "Leave Control Panel",
- "label": _("Leave Allocation Tool"),
- "description":_("Allocate leaves for the year."),
- "hide_count": True
+ "name": "Compensatory Leave Request",
+ },
+ {
+ "type": "doctype",
+ "name": "Leave Encashment",
+ },
+ {
+ "type": "doctype",
+ "name":"Leave Type",
+ },
+ {
+ "type": "doctype",
+ "name": "Holiday List",
},
{
"type": "doctype",
"name": "Leave Block List",
- "description": _("Block leave applications by department.")
},
-
]
},
{
@@ -94,47 +76,81 @@
"items": [
{
"type": "doctype",
+ "name": "Salary Structure Assignment",
+ },
+ {
+ "type": "doctype",
"name": "Salary Slip",
- "description": _("Monthly salary statement."),
},
{
"type": "doctype",
- "name": "Payroll Entry",
- "label": _("Payroll Entry"),
- "description":_("Generate Salary Slips"),
- "hide_count": True
+ "name": "Payroll Entry"
},
{
"type": "doctype",
- "name": "Salary Structure",
- "description": _("Salary template master.")
+ "name": "Employee Benefit Application",
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Benefit Claim",
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Tax Exemption Declaration",
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Tax Exemption Proof Submission",
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Incentive",
+ },
+ ]
+ },
+ {
+ "label": _("Payroll Setup"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Payroll Period",
},
{
"type": "doctype",
"name": "Salary Component",
- "label": _("Salary Components"),
- "description": _("Earnings, Deductions and other Salary components")
},
-
+ {
+ "type": "doctype",
+ "name": "Additional Salary Component",
+ },
+ {
+ "type": "doctype",
+ "name": "Salary Structure",
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Tax Exemption Category",
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Tax Exemption Sub Category"
+ }
]
},
{
- "label": _("Expense Claims"),
+ "label": _("Expense Claim"),
"items": [
{
"type": "doctype",
"name": "Employee Advance",
- "description": _("Manage advance amount given to the Employee"),
},
{
"type": "doctype",
"name": "Expense Claim",
- "description": _("Claims for company expense."),
},
{
"type": "doctype",
"name": "Expense Claim Type",
- "description": _("Types of Expense Claim.")
},
]
},
@@ -144,12 +160,10 @@
{
"type": "doctype",
"name": "Appraisal",
- "description": _("Performance appraisal."),
},
{
"type": "doctype",
"name": "Appraisal Template",
- "description": _("Template for performance appraisals.")
},
{
"type": "page",
@@ -165,12 +179,10 @@
{
"type": "doctype",
"name": "Loan Type",
- "description": _("Define various loan types")
},
{
"type": "doctype",
"name": "Loan Application",
- "description": _("Loan Application")
},
{
"type": "doctype",
@@ -179,6 +191,82 @@
]
},
{
+ "label": _("Employee Lifecycle"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Employee Transfer",
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Promotion",
+ }
+ ]
+ },
+ {
+ "label": _("Recruitment"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Job Applicant",
+ },
+ {
+ "type": "doctype",
+ "name": "Job Opening",
+ },
+ {
+ "type": "doctype",
+ "name": "Job Offer",
+ },
+ ]
+ },
+ {
+ "label": _("Employee Lifecycle"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Employee Transfer",
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Promotion",
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Lifecycle Activity",
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Lifecycle Activity Type",
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Lifecycle Process Template",
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Lifecycle Process",
+ }
+ ]
+ },
+ {
+ "label": _("Recruitment"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Job Applicant",
+ },
+ {
+ "type": "doctype",
+ "name": "Job Opening",
+ },
+ {
+ "type": "doctype",
+ "name": "Job Offer",
+ },
+ ]
+ },
+ {
"label": _("Training"),
"items": [
{
@@ -199,7 +287,23 @@
},
]
},
-
+ {
+ "label": _("Shift Management"),
+ "items": [
+ {
+ "type": "doctype",
+ "name": "Shift Type",
+ },
+ {
+ "type": "doctype",
+ "name": "Shift Request",
+ },
+ {
+ "type": "doctype",
+ "name": "Shift Assignment",
+ }
+ ]
+ },
{
"label": _("Fleet Management"),
"items": [
@@ -220,27 +324,26 @@
{
"type": "doctype",
"name": "HR Settings",
- "description": _("Settings for HR Module")
},
{
"type": "doctype",
"name": "Employment Type",
- "description": _("Types of employment (permanent, contract, intern etc.).")
},
{
"type": "doctype",
"name": "Branch",
- "description": _("Organization branch master.")
},
{
"type": "doctype",
"name": "Department",
- "description": _("Organization unit (department) master.")
},
{
"type": "doctype",
"name": "Designation",
- "description": _("Employee designation (e.g. CEO, Director etc.).")
+ },
+ {
+ "type": "doctype",
+ "name": "Employee Grade",
},
{
"type": "doctype",
@@ -248,7 +351,11 @@
},
{
"type": "doctype",
- "name": "Health Insurance"
+ "name": "Employee Health Insurance"
+ },
+ {
+ "type": "doctype",
+ "name": "Staffing Plan",
}
]
},
diff --git a/erpnext/controllers/accounts_controller.py b/erpnext/controllers/accounts_controller.py
index 31a3f6c..050a143 100644
--- a/erpnext/controllers/accounts_controller.py
+++ b/erpnext/controllers/accounts_controller.py
@@ -272,15 +272,16 @@
def get_gl_dict(self, args, account_currency=None):
"""this method populates the common properties of a gl entry record"""
- fiscal_years = get_fiscal_years(self.posting_date, company=self.company)
+ posting_date = args.get('posting_date') or self.get('posting_date')
+ fiscal_years = get_fiscal_years(posting_date, company=self.company)
if len(fiscal_years) > 1:
- frappe.throw(_("Multiple fiscal years exist for the date {0}. Please set company in Fiscal Year").format(formatdate(self.posting_date)))
+ frappe.throw(_("Multiple fiscal years exist for the date {0}. Please set company in Fiscal Year").format(formatdate(posting_date)))
else:
fiscal_year = fiscal_years[0][0]
gl_dict = frappe._dict({
'company': self.company,
- 'posting_date': self.posting_date,
+ 'posting_date': posting_date,
'fiscal_year': fiscal_year,
'voucher_type': self.doctype,
'voucher_no': self.name,
@@ -599,40 +600,36 @@
if d.qty > 1:
frappe.throw(_("Row #{0}: Qty must be 1, as item is a fixed asset. Please use separate row for multiple qty.").format(d.idx))
- if d.meta.get_field("asset"):
- if not d.asset:
- frappe.throw(_("Row #{0}: Asset is mandatory for fixed asset purchase/sale")
- .format(d.idx))
- else:
- asset = frappe.get_doc("Asset", d.asset)
+ if d.meta.get_field("asset") and d.asset:
+ asset = frappe.get_doc("Asset", d.asset)
- if asset.company != self.company:
- frappe.throw(_("Row #{0}: Asset {1} does not belong to company {2}")
- .format(d.idx, d.asset, self.company))
+ if asset.company != self.company:
+ frappe.throw(_("Row #{0}: Asset {1} does not belong to company {2}")
+ .format(d.idx, d.asset, self.company))
- elif asset.item_code != d.item_code:
- frappe.throw(_("Row #{0}: Asset {1} does not linked to Item {2}")
- .format(d.idx, d.asset, d.item_code))
+ elif asset.item_code != d.item_code:
+ frappe.throw(_("Row #{0}: Asset {1} does not linked to Item {2}")
+ .format(d.idx, d.asset, d.item_code))
- elif asset.docstatus != 1:
- frappe.throw(_("Row #{0}: Asset {1} must be submitted").format(d.idx, d.asset))
+ elif asset.docstatus != 1:
+ frappe.throw(_("Row #{0}: Asset {1} must be submitted").format(d.idx, d.asset))
- elif self.doctype == "Purchase Invoice":
- if asset.status != "Submitted":
- frappe.throw(_("Row #{0}: Asset {1} is already {2}")
- .format(d.idx, d.asset, asset.status))
- elif getdate(asset.purchase_date) != getdate(self.posting_date):
- frappe.throw(_("Row #{0}: Posting Date must be same as purchase date {1} of asset {2}").format(d.idx, asset.purchase_date, d.asset))
- elif asset.is_existing_asset:
- frappe.throw(_("Row #{0}: Purchase Invoice cannot be made against an existing asset {1}").format(d.idx, d.asset))
+ elif self.doctype == "Purchase Invoice":
+ if asset.status != "Submitted":
+ frappe.throw(_("Row #{0}: Asset {1} is already {2}")
+ .format(d.idx, d.asset, asset.status))
+ elif getdate(asset.purchase_date) != getdate(self.posting_date):
+ frappe.throw(_("Row #{0}: Posting Date must be same as purchase date {1} of asset {2}").format(d.idx, asset.purchase_date, d.asset))
+ elif asset.is_existing_asset:
+ frappe.throw(_("Row #{0}: Purchase Invoice cannot be made against an existing asset {1}").format(d.idx, d.asset))
- elif self.docstatus=="Sales Invoice" and self.docstatus == 1:
- if self.update_stock:
- frappe.throw(_("'Update Stock' cannot be checked for fixed asset sale"))
+ elif self.docstatus=="Sales Invoice" and self.docstatus == 1:
+ if self.update_stock:
+ frappe.throw(_("'Update Stock' cannot be checked for fixed asset sale"))
- elif asset.status in ("Scrapped", "Cancelled", "Sold"):
- frappe.throw(_("Row #{0}: Asset {1} cannot be submitted, it is already {2}")
- .format(d.idx, d.asset, asset.status))
+ elif asset.status in ("Scrapped", "Cancelled", "Sold"):
+ frappe.throw(_("Row #{0}: Asset {1} cannot be submitted, it is already {2}")
+ .format(d.idx, d.asset, asset.status))
def delink_advance_entries(self, linked_doc_name):
total_allocated_amount = 0
diff --git a/erpnext/controllers/buying_controller.py b/erpnext/controllers/buying_controller.py
index de6ed79..85fb3f0 100644
--- a/erpnext/controllers/buying_controller.py
+++ b/erpnext/controllers/buying_controller.py
@@ -11,6 +11,7 @@
from erpnext.buying.utils import validate_for_items, update_last_purchase_rate
from erpnext.stock.stock_ledger import get_valuation_rate
from erpnext.stock.doctype.stock_entry.stock_entry import get_used_alternative_items
+from erpnext.stock.doctype.serial_no.serial_no import get_auto_serial_nos, auto_make_serial_nos, get_serial_nos
from erpnext.controllers.stock_controller import StockController
@@ -78,7 +79,7 @@
break
def validate_stock_or_nonstock_items(self):
- if self.meta.get_field("taxes") and not self.get_stock_items():
+ if self.meta.get_field("taxes") and not self.get_stock_items() and not self.get_asset_items():
tax_for_valuation = [d for d in self.get("taxes")
if d.category in ["Valuation", "Valuation and Total"]]
@@ -87,6 +88,12 @@
d.category = 'Total'
msgprint(_('Tax Category has been changed to "Total" because all the Items are non-stock items'))
+ def get_asset_items(self):
+ if self.doctype not in ['Purchase Invoice', 'Purchase Receipt']:
+ return []
+
+ return [d.item_code for d in self.items if d.is_fixed_asset]
+
def set_landed_cost_voucher_amount(self):
for d in self.get("items"):
lc_voucher_data = frappe.db.sql("""select sum(applicable_charges), cost_center
@@ -111,7 +118,7 @@
TODO: rename item_tax_amount to valuation_tax_amount
"""
- stock_items = self.get_stock_items()
+ stock_items = self.get_stock_items() + self.get_asset_items()
stock_items_qty, stock_items_amount = 0, 0
last_stock_item_idx = 1
@@ -439,6 +446,12 @@
if self.get('is_return'):
return
+ if self.doctype in ['Purchase Receipt', 'Purchase Invoice']:
+ field = 'purchase_invoice' if self.doctype == 'Purchase Invoice' else 'purchase_receipt'
+
+ self.process_fixed_asset()
+ self.update_fixed_asset(field)
+
update_last_purchase_rate(self, is_submit = 1)
def on_cancel(self):
@@ -446,6 +459,133 @@
return
update_last_purchase_rate(self, is_submit = 0)
+ if self.doctype in ['Purchase Receipt', 'Purchase Invoice']:
+ field = 'purchase_invoice' if self.doctype == 'Purchase Invoice' else 'purchase_receipt'
+
+ self.delete_linked_asset()
+ self.update_fixed_asset(field, delete_asset=True)
+
+ def process_fixed_asset(self):
+ if self.doctype == 'Purchase Invoice' and not self.update_stock:
+ return
+
+ asset_items = self.get_asset_items()
+ if asset_items:
+ self.make_serial_nos_for_asset(asset_items)
+
+ def make_serial_nos_for_asset(self, asset_items):
+ items_data = get_asset_item_details(asset_items)
+
+ for d in self.items:
+ if d.is_fixed_asset:
+ item_data = items_data.get(d.item_code)
+ if not d.asset:
+ asset = self.make_asset(d)
+ d.db_set('asset', asset)
+
+ if item_data.get('has_serial_no'):
+ # If item has serial no
+ if item_data.get('serial_no_series') and not d.serial_no:
+ serial_nos = get_auto_serial_nos(item_data.get('serial_no_series'), d.qty)
+ elif d.serial_no:
+ serial_nos = d.serial_no
+ elif not d.serial_no:
+ frappe.throw(_("Serial no is mandatory for the item {0}").format(d.item_code))
+
+ auto_make_serial_nos({
+ 'serial_no': serial_nos,
+ 'item_code': d.item_code,
+ 'via_stock_ledger': False,
+ 'company': self.company,
+ 'actual_qty': d.qty,
+ 'purchase_document_type': self.doctype,
+ 'purchase_document_no': self.name,
+ 'asset': d.asset
+ })
+ d.db_set('serial_no', serial_nos)
+
+ if d.asset:
+ self.make_asset_movement(d)
+
+ def make_asset(self, row):
+ if not row.asset_location:
+ frappe.throw(_("Row {0}: Enter location for the asset item {1}").format(row.idx, row.item_code))
+
+ item_data = frappe.db.get_value('Item',
+ row.item_code, ['asset_naming_series', 'asset_category'], as_dict=1)
+
+ purchase_amount = flt(row.base_net_amount + row.item_tax_amount)
+ asset = frappe.get_doc({
+ 'doctype': 'Asset',
+ 'item_code': row.item_code,
+ 'asset_name': row.item_name,
+ 'status': 'Receipt',
+ 'naming_series': item_data.get('asset_naming_series') or 'AST',
+ 'asset_category': item_data.get('asset_category'),
+ 'location': row.asset_location,
+ 'company': self.company,
+ 'purchase_date': self.posting_date,
+ 'calculate_depreciation': 1,
+ 'purchase_receipt_amount': purchase_amount,
+ 'gross_purchase_amount': purchase_amount,
+ 'purchase_receipt': self.name if self.doctype == 'Purchase Receipt' else None,
+ 'purchase_invoice': self.name if self.doctype == 'Purchase Invoice' else None
+ })
+
+ asset.flags.ignore_validate = True
+ asset.flags.ignore_mandatory = True
+ asset.set_missing_values()
+ asset.insert()
+
+ frappe.msgprint(_("Asset {0} created").format(asset.name))
+ return asset.name
+
+ def make_asset_movement(self, row):
+ asset_movement = frappe.get_doc({
+ 'doctype': 'Asset Movement',
+ 'asset': row.asset,
+ 'target_location': row.asset_location,
+ 'purpose': 'Receipt',
+ 'serial_no': row.serial_no,
+ 'quantity': len(get_serial_nos(row.serial_no)),
+ 'company': self.company,
+ 'transaction_date': self.posting_date,
+ 'reference_doctype': self.doctype,
+ 'reference_name': self.name
+ }).insert()
+
+ return asset_movement.name
+
+ def update_fixed_asset(self, field, delete_asset = False):
+ for d in self.get("items"):
+ if d.is_fixed_asset and d.asset:
+ asset = frappe.get_doc("Asset", d.asset)
+
+ if delete_asset and asset.docstatus == 0:
+ frappe.delete_doc("Asset", asset.name)
+ d.db_set('asset', None)
+ continue
+
+ if self.docstatus in [0, 1] and not asset.get(field):
+ asset.set(field, self.name)
+ asset.purchase_date = self.posting_date
+ asset.supplier = self.supplier
+ elif self.docstatus == 2:
+ asset.set(field, None)
+ asset.supplier = None
+
+ asset.flags.ignore_validate_update_after_submit = True
+ if asset.docstatus == 0:
+ asset.flags.ignore_validate = True
+
+ asset.save()
+
+ def delete_linked_asset(self):
+ if self.doctype == 'Purchase Invoice' and not self.get('update_stock'):
+ return
+
+ frappe.db.sql("delete from `tabAsset Movement` where reference_name=%s and docstatus = 0", self.name)
+ frappe.db.sql("delete from `tabSerial No` where purchase_document_no=%s", self.name)
def validate_schedule_date(self):
if not self.schedule_date:
@@ -480,3 +620,11 @@
msgprint(_("Specified BOM {0} does not exist for Item {1}").format(bom, item_code), raise_exception=1)
return bom_items
+
+def get_asset_item_details(asset_items):
+ asset_items_data = {}
+ for d in frappe.get_all('Item', fields = ["name", "has_serial_no", "serial_no_series"],
+ filters = {'name': ('in', asset_items)}):
+ asset_items_data.setdefault(d.name, d)
+
+ return asset_items_data
diff --git a/erpnext/controllers/queries.py b/erpnext/controllers/queries.py
index 2ba32ce..8b6dd17 100644
--- a/erpnext/controllers/queries.py
+++ b/erpnext/controllers/queries.py
@@ -102,9 +102,9 @@
def supplier_query(doctype, txt, searchfield, start, page_len, filters):
supp_master_name = frappe.defaults.get_user_default("supp_master_name")
if supp_master_name == "Supplier Name":
- fields = ["name", "supplier_type"]
+ fields = ["name", "supplier_group"]
else:
- fields = ["name", "supplier_name", "supplier_type"]
+ fields = ["name", "supplier_name", "supplier_group"]
fields = ", ".join(fields)
return frappe.db.sql("""select {field} from `tabSupplier`
diff --git a/erpnext/controllers/trends.py b/erpnext/controllers/trends.py
index ef698c2..28a8fdd 100644
--- a/erpnext/controllers/trends.py
+++ b/erpnext/controllers/trends.py
@@ -235,16 +235,16 @@
based_on_details["addl_tables"] = ''
elif based_on == 'Supplier':
- based_on_details["based_on_cols"] = ["Supplier:Link/Supplier:120", "Supplier Type:Link/Supplier Type:140"]
- based_on_details["based_on_select"] = "t1.supplier, t3.supplier_type,"
+ based_on_details["based_on_cols"] = ["Supplier:Link/Supplier:120", "Supplier Group:Link/Supplier Group:140"]
+ based_on_details["based_on_select"] = "t1.supplier, t3.supplier_group,"
based_on_details["based_on_group_by"] = 't1.supplier'
based_on_details["addl_tables"] = ',`tabSupplier` t3'
based_on_details["addl_tables_relational_cond"] = " and t1.supplier = t3.name"
- elif based_on == 'Supplier Type':
- based_on_details["based_on_cols"] = ["Supplier Type:Link/Supplier Type:140"]
- based_on_details["based_on_select"] = "t3.supplier_type,"
- based_on_details["based_on_group_by"] = 't3.supplier_type'
+ elif based_on == 'Supplier Group':
+ based_on_details["based_on_cols"] = ["Supplier Group:Link/Supplier Group:140"]
+ based_on_details["based_on_select"] = "t3.supplier_group,"
+ based_on_details["based_on_group_by"] = 't3.supplier_group'
based_on_details["addl_tables"] = ',`tabSupplier` t3'
based_on_details["addl_tables_relational_cond"] = " and t1.supplier = t3.name"
diff --git a/erpnext/demo/setup/setup_data.py b/erpnext/demo/setup/setup_data.py
index 4ed4df9..42d079d 100644
--- a/erpnext/demo/setup/setup_data.py
+++ b/erpnext/demo/setup/setup_data.py
@@ -275,7 +275,7 @@
frappe.get_doc({
"doctype": "Supplier",
"supplier_name": s,
- "supplier_type": random.choice(["Services", "Raw Material"]),
+ "supplier_group": random.choice(["Services", "Raw Material"]),
}).insert()
def setup_warehouse():
diff --git a/erpnext/demo/user/hr.py b/erpnext/demo/user/hr.py
index 6c6a7d4..b801686 100644
--- a/erpnext/demo/user/hr.py
+++ b/erpnext/demo/user/hr.py
@@ -105,10 +105,9 @@
and docstatus != 2""")
if sal_struct:
employees = frappe.db.sql("""
- select employee from `tabSalary Structure Employee`
- where parent IN %(sal_struct)s""", {"sal_struct": sal_struct}, as_dict=True)
+ select employee from `tabSalary Structure Assignment`
+ where salary_structure IN %(sal_struct)s""", {"sal_struct": sal_struct}, as_dict=True)
return employees
-
else:
return []
diff --git a/erpnext/docs/assets/img/accounts/exchange-rate-revaluation/exchange-rate-revaluation-submit.png b/erpnext/docs/assets/img/accounts/exchange-rate-revaluation/exchange-rate-revaluation-submit.png
new file mode 100644
index 0000000..98f629f
--- /dev/null
+++ b/erpnext/docs/assets/img/accounts/exchange-rate-revaluation/exchange-rate-revaluation-submit.png
Binary files differ
diff --git a/erpnext/docs/assets/img/accounts/exchange-rate-revaluation/exchange-rate-revaluation.png b/erpnext/docs/assets/img/accounts/exchange-rate-revaluation/exchange-rate-revaluation.png
new file mode 100644
index 0000000..fbd584b
--- /dev/null
+++ b/erpnext/docs/assets/img/accounts/exchange-rate-revaluation/exchange-rate-revaluation.png
Binary files differ
diff --git a/erpnext/docs/assets/img/accounts/exchange-rate-revaluation/field_set_company.png b/erpnext/docs/assets/img/accounts/exchange-rate-revaluation/field_set_company.png
new file mode 100644
index 0000000..94484f6
--- /dev/null
+++ b/erpnext/docs/assets/img/accounts/exchange-rate-revaluation/field_set_company.png
Binary files differ
diff --git a/erpnext/docs/assets/img/accounts/exchange-rate-revaluation/journal-entry.png b/erpnext/docs/assets/img/accounts/exchange-rate-revaluation/journal-entry.png
new file mode 100644
index 0000000..cf204bb
--- /dev/null
+++ b/erpnext/docs/assets/img/accounts/exchange-rate-revaluation/journal-entry.png
Binary files differ
diff --git a/erpnext/docs/assets/img/accounts/inter-company-jv-submit.png b/erpnext/docs/assets/img/accounts/inter-company-jv-submit.png
new file mode 100644
index 0000000..bde53da
--- /dev/null
+++ b/erpnext/docs/assets/img/accounts/inter-company-jv-submit.png
Binary files differ
diff --git a/erpnext/docs/assets/img/accounts/inter-company-jv.png b/erpnext/docs/assets/img/accounts/inter-company-jv.png
new file mode 100644
index 0000000..c8041fb
--- /dev/null
+++ b/erpnext/docs/assets/img/accounts/inter-company-jv.png
Binary files differ
diff --git a/erpnext/docs/assets/img/accounts/internal-account.png b/erpnext/docs/assets/img/accounts/internal-account.png
new file mode 100644
index 0000000..eb990ac
--- /dev/null
+++ b/erpnext/docs/assets/img/accounts/internal-account.png
Binary files differ
diff --git a/erpnext/docs/assets/img/accounts/linked-jv.png b/erpnext/docs/assets/img/accounts/linked-jv.png
new file mode 100644
index 0000000..9f44486
--- /dev/null
+++ b/erpnext/docs/assets/img/accounts/linked-jv.png
Binary files differ
diff --git a/erpnext/docs/assets/img/accounts/select-company-jv.png b/erpnext/docs/assets/img/accounts/select-company-jv.png
new file mode 100644
index 0000000..d005658
--- /dev/null
+++ b/erpnext/docs/assets/img/accounts/select-company-jv.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/earned-leave.png b/erpnext/docs/assets/img/human-resources/earned-leave.png
new file mode 100644
index 0000000..8a365b6
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/earned-leave.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/employee-grade.png b/erpnext/docs/assets/img/human-resources/employee-grade.png
new file mode 100644
index 0000000..931f6bf
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/employee-grade.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/employee-leave-policy.png b/erpnext/docs/assets/img/human-resources/employee-leave-policy.png
new file mode 100644
index 0000000..d3427c2
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/employee-leave-policy.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/employee_promotion.png b/erpnext/docs/assets/img/human-resources/employee_promotion.png
new file mode 100644
index 0000000..d9ca321
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/employee_promotion.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/employee_promotion_1.png b/erpnext/docs/assets/img/human-resources/employee_promotion_1.png
new file mode 100644
index 0000000..a0bc9cc
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/employee_promotion_1.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/employee_transfer.png b/erpnext/docs/assets/img/human-resources/employee_transfer.png
new file mode 100644
index 0000000..edc641e
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/employee_transfer.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/employee_transfer_1.png b/erpnext/docs/assets/img/human-resources/employee_transfer_1.png
new file mode 100644
index 0000000..f9f87e6
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/employee_transfer_1.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/leave-encashment.png b/erpnext/docs/assets/img/human-resources/leave-encashment.png
new file mode 100644
index 0000000..f537ddc
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/leave-encashment.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/leave-period-1.png b/erpnext/docs/assets/img/human-resources/leave-period-1.png
new file mode 100644
index 0000000..0079dbe
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/leave-period-1.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/leave-period-2.png b/erpnext/docs/assets/img/human-resources/leave-period-2.png
new file mode 100644
index 0000000..7d79133
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/leave-period-2.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/leave-period-grant.png b/erpnext/docs/assets/img/human-resources/leave-period-grant.png
new file mode 100644
index 0000000..f9193d0
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/leave-period-grant.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/leave-policy.png b/erpnext/docs/assets/img/human-resources/leave-policy.png
new file mode 100644
index 0000000..6fdc686
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/leave-policy.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/new-leave-type.png b/erpnext/docs/assets/img/human-resources/new-leave-type.png
index 3004b09..78fd04f 100644
--- a/erpnext/docs/assets/img/human-resources/new-leave-type.png
+++ b/erpnext/docs/assets/img/human-resources/new-leave-type.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/shift-assignment-calendar.png b/erpnext/docs/assets/img/human-resources/shift-assignment-calendar.png
new file mode 100644
index 0000000..7c8ec77
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/shift-assignment-calendar.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/shift-assignment.png b/erpnext/docs/assets/img/human-resources/shift-assignment.png
new file mode 100644
index 0000000..39c2857
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/shift-assignment.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/shift-request.png b/erpnext/docs/assets/img/human-resources/shift-request.png
new file mode 100644
index 0000000..77a7ad5
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/shift-request.png
Binary files differ
diff --git a/erpnext/docs/assets/img/human-resources/shift-type.png b/erpnext/docs/assets/img/human-resources/shift-type.png
new file mode 100644
index 0000000..e03e45c
--- /dev/null
+++ b/erpnext/docs/assets/img/human-resources/shift-type.png
Binary files differ
diff --git a/erpnext/docs/user/manual/en/accounts/exchange-rate-revaluation.md b/erpnext/docs/user/manual/en/accounts/exchange-rate-revaluation.md
new file mode 100644
index 0000000..d4887d0
--- /dev/null
+++ b/erpnext/docs/user/manual/en/accounts/exchange-rate-revaluation.md
@@ -0,0 +1,35 @@
+# Exchange Rate Revaluation
+
+In ERPNext, you can make accounting entries in multiple currency. For example, if you have a bank account in foreign currency, you can make transactions in that currency and system will show bank balance in that specific currency only.
+
+## Setup
+
+To get started with multi-currency accounting, you need to assign accounting currency in Account record. You can define Currency from Chart of Accounts while creating Account.
+
+<img class="screenshot" alt="Set Currency from Chart of Accounts" src="{{docs_base_url}}/assets/img/accounts/multi-currency/chart-of-accounts.png">
+
+You can also assign / modify the currency by opening specific Account record for existing Accounts.
+
+<img class="screenshot" alt="Modify Account Currency" src="{{docs_base_url}}/assets/img/accounts/multi-currency/account.png">
+
+### Exchange Rate Revaluation
+
+Exchange Rate Revaluation feature is for dealing the situation when you have a multiple currency accounts in one company's chart of accounts
+
+Steps :
+
+1. Set the 'Unrealized Exchange / Gain Loss Account' field in Company DocType. This aacount is to balance the difference of total credit and total debit.
+
+<img class="screenshot" alt="Field Set for Comapny" src="{{docs_base_url}}/assets/img/accounts/exchange-rate-revaluation/field_set_company.png">
+
+2. Select the Company.
+
+3. Click the Get Entries button. It shows the accounts which having different currency as compare to 'Default Currency' in Company DocType. It will fetch the new exchange rate automatically if not set in Currency Exchange DocType for that currency else it will fetch the 'Exchange Rate' from Currency Exchange DocType
+
+<img class="screenshot" alt="Exchange Rate Revaluation" src="{{docs_base_url}}/assets/img/accounts/exchange-rate-revaluation/exchange-rate-revaluation.png">
+
+4. On Submitting, 'Make Journal Entry' button will appear. This will create a journal entry for the Exchange Rate Revaluation.
+
+<img class="screenshot" alt="Exchange Rate Revaluation Submitting" src="{{docs_base_url}}/assets/img/accounts/exchange-rate-revaluation/exchange-rate-revaluation-submit.png">
+
+<img class="screenshot" alt="Journal Entry" src="{{docs_base_url}}/assets/img/accounts/exchange-rate-revaluation/journal-entry.png">
\ No newline at end of file
diff --git a/erpnext/docs/user/manual/en/accounts/index.txt b/erpnext/docs/user/manual/en/accounts/index.txt
index 8520d86..61e0db4 100644
--- a/erpnext/docs/user/manual/en/accounts/index.txt
+++ b/erpnext/docs/user/manual/en/accounts/index.txt
@@ -6,6 +6,7 @@
purchase-invoice
payments
journal-entry
+inter-company-journal-entry
payment-entry
subscription
multi-currency-accounting
diff --git a/erpnext/docs/user/manual/en/accounts/inter-company-journal-entry.md b/erpnext/docs/user/manual/en/accounts/inter-company-journal-entry.md
new file mode 100644
index 0000000..6bc2e5b
--- /dev/null
+++ b/erpnext/docs/user/manual/en/accounts/inter-company-journal-entry.md
@@ -0,0 +1,45 @@
+# Inter Company Journal Entry
+
+You can also create Inter Company Journal Entry if you are making transactions with multiple Companies.
+You can select the Accounts which you wish to use in the Inter Company transactions.
+Just go to,
+
+> Accounts > Company and Accounts > Chart Of Accounts
+
+Select the Account which you would like to set as an Internal Account for the transaction, and check the **Inter Company Account** checkbox. It can now be used for Inter Company Journal Entry Transactions.
+
+<img class="screenshot" alt="Internal Account" src="{{docs_base_url}}/assets/img/accounts/internal-account.png">
+
+You need to do the same for all the Companies' Accounts which you want to use for Inter Company Journal Entry transactions.
+
+Now, to create an Inter Company Journal Entry go to:
+
+> Accounts > Company and Accounts > Journal Entry > New
+
+<img class="screenshot" alt="Inter Company Journal Entry" src="{{docs_base_url}}/assets/img/accounts/inter-company-jv.png">
+
+In the Journal Entry, you must select,
+
+* Type of Voucher - **Inter Company Journal Entry**.
+* Add rows for the individual accounting entries. In each row, you must specify:
+ * The Internal account that will be affected.
+ * The amount to Debit or Credit.
+ * The Cost Center (If it is an Income or Expense).
+
+On submitting the Journal Entry, you will find a button on the top right corner, **Make Inter Company Journal Entry**.
+
+<img class="screenshot" alt="Submitted Inter Company Journal Entry" src="{{docs_base_url}}/assets/img/accounts/inter-company-jv-submit.png">
+
+Click on the button, you will be asked to select the Company against which you wish to create the linked Journal Entry.
+
+<img class="screenshot" alt="Select Company" src="{{docs_base_url}}/assets/img/accounts/select-company-jv.png">
+
+On selecting the Company, you will be routed to another Journal Entry where the relevant fields will be mapped, i.e. Company, Voucher Type, Inter Company Journal Entry Reference etc.
+
+<img class="screenshot" alt="Linked Journal Entry" src="{{docs_base_url}}/assets/img/accounts/linked-jv.png">
+
+Select the Internal accounts for the Company selected and submit the Journal Entry, make sure the total Debit and Credit Amounts are same as the previously created Journal Entry's total Credit and Debit Amounts respectively.
+
+You can also find the reference link at the bottom, which will be added in both the linked Journal Entries and will be removed if any of the Journal Entries are cancelled.
+
+{next}
diff --git a/erpnext/docs/user/manual/en/human-resources/employee_promption.md b/erpnext/docs/user/manual/en/human-resources/employee_promption.md
new file mode 100644
index 0000000..a3f1c2d
--- /dev/null
+++ b/erpnext/docs/user/manual/en/human-resources/employee_promption.md
@@ -0,0 +1,15 @@
+# Employee Promotion
+
+You can manage Employee Promotions using this document.
+
+To record an Employee Promotion go to
+
+> Human Resource > Employee Promotion > New Employee Promotion
+
+Select Employee and add all details to be updated to Promotion Details table.
+
+<img class="screenshot" alt="Employee Promotion" src="{{docs_base_url}}/assets/img/human-resources/employee_promotion.png">
+
+Promotion document can be submitted on or after Promotion Date. Once submitted all the changes added to Promotion Details table will applied to Employee.
+
+<img class="screenshot" alt="Employee Promotion" src="{{docs_base_url}}/assets/img/human-resources/employee_promotion_1.png">
diff --git a/erpnext/docs/user/manual/en/human-resources/employee_transfer.md b/erpnext/docs/user/manual/en/human-resources/employee_transfer.md
new file mode 100644
index 0000000..307f9b9
--- /dev/null
+++ b/erpnext/docs/user/manual/en/human-resources/employee_transfer.md
@@ -0,0 +1,17 @@
+# Employee Transfer
+
+You can transfer Employees to different Company or Department by using Employee Transfer.
+
+To reocord an Employee Transfer go to
+
+> Human Resource > Employee Transfer > New Employee Transfer
+
+Select Employee and add all details to be updated to Transfer Details table.
+
+<img class="screenshot" alt="Employee Transfer" src="{{docs_base_url}}/assets/img/human-resources/employee_transfer.png">
+
+Transfer document can be submitted on or after Transfer Date. Once submitted all the changes added to Transfer Details table will applied to Employee.
+
+<img class="screenshot" alt="Employee Transfer" src="{{docs_base_url}}/assets/img/human-resources/employee_transfer_1.png">
+
+> Note : If Create New Employee ID is checked, a new Employee will be created with property changes in Transfer Details table and old Employee will be marked as releived. Leave allocations for the new Employee has to be manually created from Leave Period.
diff --git a/erpnext/docs/user/manual/en/human-resources/health-insurance.md b/erpnext/docs/user/manual/en/human-resources/health-insurance.md
index ed4d778..af4bee9 100644
--- a/erpnext/docs/user/manual/en/human-resources/health-insurance.md
+++ b/erpnext/docs/user/manual/en/human-resources/health-insurance.md
@@ -1,6 +1,4 @@
-# Health Insurance
-
-Health Insurance is an important information attached to Employee.
+# Employee Health Insurance
To create Health Insurance Provider:
diff --git a/erpnext/docs/user/manual/en/human-resources/index.md b/erpnext/docs/user/manual/en/human-resources/index.md
index 120b64c..34b0c83 100644
--- a/erpnext/docs/user/manual/en/human-resources/index.md
+++ b/erpnext/docs/user/manual/en/human-resources/index.md
@@ -5,7 +5,7 @@
Payroll Entry to generate Salary Slips. Most countries have complex tax
rules stating which expenses the company can make on behalf of the Employees.
There are a set of rules for the company to deduct taxes and social security
-from employee payroll. ERPNext allows to accomodate all types of taxes and
+from employee payroll. ERPNext allows to accommodate all types of taxes and
their calculation.
It also maintains a complete employee database including contact information,
diff --git a/erpnext/docs/user/manual/en/human-resources/index.txt b/erpnext/docs/user/manual/en/human-resources/index.txt
index 479e2dd..758cdaa 100644
--- a/erpnext/docs/user/manual/en/human-resources/index.txt
+++ b/erpnext/docs/user/manual/en/human-resources/index.txt
@@ -18,4 +18,6 @@
daily-work-summary
fleet-management
loan-management
+employee-promotion
+employee-transfer
articles
diff --git a/erpnext/docs/user/manual/en/human-resources/leave-application.md b/erpnext/docs/user/manual/en/human-resources/leave-application.md
index c735a6b..4472964 100644
--- a/erpnext/docs/user/manual/en/human-resources/leave-application.md
+++ b/erpnext/docs/user/manual/en/human-resources/leave-application.md
@@ -5,13 +5,13 @@
track approval and usage of leaves. You have to mention the Employee, Leave
Type and the period for which the leave is taken.
-> Human Resources > Leave Application > New Leave Application
+> Human Resources > Leaves and Holiday > Leave Application > New Leave Application
<img class="screenshot" alt="Leave Application" src="{{docs_base_url}}/assets/img/human-resources/leave-application.png">
###Setting Leave Approver
-* A leave approver is a user who can approve an leave application for an employee.
+* A leave approver is a user who can approve an leave application for an employee.
* You need to mention a list of Leave Approvers against an Employee in the Employee Master.
@@ -22,11 +22,11 @@
settings. See the earlier discussion on [Setting Up Permissions](/docs/user/manual/en/setting-up/users-and-permissions/user-permissions.html)
for more info.
-You assign Leaves aginast an Employee check [Leave Allocation](/docs/user/manual/en/human-resources/leave.html)
+To understand how ERPNext allows you configure leaves for employees, check [Leaves - Overview](/docs/user/manual/en/human-resources/leave.html)
<div class="embed-container">
<iframe src="https://www.youtube.com/embed/fc0p_AXebc8?rel=0" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen>
</iframe>
</div>
-{next}
\ No newline at end of file
+{next}
diff --git a/erpnext/docs/user/manual/en/human-resources/leave.md b/erpnext/docs/user/manual/en/human-resources/leave.md
index 5b32a2b..cbe8a66 100644
--- a/erpnext/docs/user/manual/en/human-resources/leave.md
+++ b/erpnext/docs/user/manual/en/human-resources/leave.md
@@ -1,29 +1,48 @@
-#Overview
-This section enables you to manage leave schedule of your organization. It also explains the way employees can apply for leaves.
-Employees create leave request and manager (leave approver) approves or rejects the request. You can select from a number of leave types such as sick leave, casual leave, privilege leave and so on. You can also allocate leaves to your employees and generate reports to track leaves record.
+#Leaves - Overview
+This section will help you understand how ERPNext enables you to effectively manage the leave schedule of your organization. It also explains the way employees can apply for leaves.
+Employees create leave requests, which their respective managers (leave approver) can approve or reject. An Employee can select from a number of leave types such as sick leave, casual leave, privilege leave and so on. The number and type of leaves an Employee can apply is controlled by Leave Allocations. You can create Leave Allocations for a Leave Period based on the company's Leave Policy. You can also allocate additional leaves to your employees and generate reports to track leaves taken by Employees.
---
#Leave Type
+> Human Resources > Leaves and Holiday > Leave Type > New Leave Type
-> Human Resources > Setup > Leave Type > New Leave Type
-
-Leave Type refers to types of leave allotted to an employee by a company. An employee can select a particular Leave Type while requesting for a leave. You can create any number of Leave Types based on your company’s
+Leave Type refers to types of leave allotted to an employee by a company. An employee can select a particular Leave Type while requesting for a leave. You can create any number of Leave Types based on your company’s
requirement.
-<img class="screenshot" alt="New Leave Type"
+<img class="screenshot" alt="New Leave Type"
src="{{docs_base_url}}/assets/img/human-resources/new-leave-type.png">
-**Max Days Leave Allowed:** It refers to maximum number of days this particular Leave Type can be availed at a stretch. If an employee exceeds the maximum number of days under a particular Leave Type, his/her extended leave may be considered as ‘Leave Without Pay’ and this may affect his/her salary calculation.
+**Max Leaves Allowed:** This field allows you to set the maximum number of leaves of this Leave Type that Employees can apply within a Leave Period.
+
+**Applicable After (Working Days):** Employees who have worked with the company for this number of days are only allowed to apply for this Leave Type. Do note that any other leaves availed by the Employee after her joining date is also considered while calculating working days.
+
+**Maximum Continuous Days Applicable:** It refers to maximum number of days this particular Leave Type can be availed at a stretch. If an employee exceeds the maximum number of days under a particular Leave Type, his/her extended leave may be considered as ‘Leave Without Pay’ and this may affect his/her salary calculation.
**Is Carry Forward:** If checked, the balance leave will be carried forwarded to the next allocation period.
-**Is Leave Without Pay:** This ensures that the Leave Type will be treated as leaves whithout pay and salary will get deducted for this Leave Type.
+**Is Leave Without Pay:** This ensures that the Leave Type will be treated as leaves without pay and salary will get deducted for this Leave Type.
-**Allow Nagative Balance:** If checked, system will always allow to approve leave application for the Leave Type, even if there is no leave balance.
+**Allow Negative Balance:** If checked, system will always allow to approve leave application for the Leave Type, even if there is no leave balance.
**Include holidays within leaves as leaves:** Check this option if you wish to count holidays within leaves as a ‘leave’. Such holidays will be deducted from the total number of leaves.
+**Is Compensatory:** Compensatory leaves are leaves granted for working overtime or on holidays, normally compensated as an encashable leave. You can check this option to mark the Leave Type as compensatory. An Employee can request for compensatory leaves (Compensatory Leave Request) and on approval of such requests, Leave Allocations are created allowing her to apply for leaves of this type later on.
+
+**Is Optional:** Check this Optional Leaves are holidays which Employees can choose to avail from a list of holidays published by the company. The Holiday List for optional leaves can have any number of holidays but you can restrict the number of such leaves granted to an Employee in a Leave Period by setting the Max Days Leave Allowed field.
+
+**Encashment:** It is possible that Employees can receive cash from their Employer for unused leaves granted to them in a Leave Period. Not all Leave Types need to be encashable, so you should set "Allow Encashment" for Leave Types which are encashable. Leave encashment is allowed only in the last month of the Leave Period.
+
+<img class="screenshot" alt="Leave Encashment"
+ src="{{docs_base_url}}/assets/img/human-resources/leave-encashment.png">
+
+You can set the **Encashment Threshold Days** field so that the Employees wont be able to encash that many days. These days should be carry forwarded to the next Leave Period so that it can be either encashed or availed. You may also want to set the **Earning Component** for use in Salary Slip while paying out the encashed amount to Employees as part of their Salary.
+
+**Earned Leave:** Earned Leaves are leaves earned by an employee after working with the company for a certain amount of time. Checking "Is Earned Leave" will allot leaves pro rata by automatically updating Leave Allocation for leaves of this type at intervals set by **Earned Leave Frequency**. For example, if an employee earns 2 leaves of type Paid Leaves monthly, ERPNext automatically increments the Leave Allocation for Paid Leave at the end of every month by 2. The leave allotment process (background job) will only allot leaves considering the max leaves for the leave type, and will round to **Rounding** for fractions.
+
+<img class="screenshot" alt="Earned Leave"
+ src="{{docs_base_url}}/assets/img/human-resources/earned-leave.png">
+
###Default Leave Types
There are some pre-loaded Leave Types in the system, as below:
@@ -35,30 +54,60 @@
---
-#Leave Allocation
+#Leave Policy
+> Human Resources > Leaves and Holiday > Leave Policy > New Leave Policy
-Leave Allocation enables you to allot a specific number of leaves to a particular employee. You can allocate a number of leaves to different types of leave. You also have the option to allocate leaves to your employees manually or via the Leave Allocation Tool.
+It is a practice for many enterprises to enforce a general Leave Policy to effectively track and manage Employee leaves. ERPNext allows you to create and manage multiple Leave Policies and allocate leaves to Employees as defined by the policy.
-###Manual Allocation
-> Human Resources > Setup > Leave Allocation > New Leave Allocation
+<img class="screenshot" alt="Leave Policy"
+ src="{{docs_base_url}}/assets/img/human-resources/leave-policy.png">
-To allocate leaves to an Employee, select the period and the number of leaves you want to allocate. You can also add unused leaves from previous allocation period.
+### Enforcing the Leave Policy
+To enforce the Leave Policy, you can either:
+* Apply the Leave Policy in Employee Grade
+<img class="screenshot" alt="Employee Grade"
+ src="{{docs_base_url}}/assets/img/human-resources/employee-grade.png">
-<img class="screenshot" alt="Manual Leave Allocation"
+This will ensure all leave allocations for all employees of this grade will be as per the Leave Policy
+
+* Update Employee record with appropriate Leave Policy. In case you need to selectively update the Leave Policy for a particular Employee, you can do so by updating the Employee record.
+
+<img class="screenshot" alt="Employee Leave Policy"
+ src="{{docs_base_url}}/assets/img/human-resources/employee-leave-policy.png">
+
+#Leave Period
+Most companies manage leaves based on a Leave Period. ERPNext allows you to create a Leave period by going to
+> Human Resources > Leaves and Holiday > Leave Period > New Leave Period
+
+ <img class="screenshot" alt="Leave Period"
+ src="{{docs_base_url}}/assets/img/human-resources/leave-period.png">
+
+#Granting Leaves to Employees
+Leave Management in ERPNext is based on Leave Allocations created for each employee. This means, Employees can only avail as many leaves (of each Leave Type) allocated to them. There are multiple ways by which you can create Leave Allocations for Employees.
+
+###Leave Allocation
+Leave Allocation enables you to allot a specific number of leaves to a particular employee. You can allocate a number of leaves to different types of leave.
+
+###Allocating leaves for a Leave Period
+> Human Resources > Leaves and Holiday > Leave Period
+
+Leave Period helps you manage leaves for a period and also doubles up as a tool to help you grant leaves for a category of employees. The **Grant** button will generate Leave Allocations based on the Leave Policy applicable to each Employee. You can allocate leaves based on Employee Grade, Department or Designation. Also, note that **Carry Forward Leaves** check will enable you to carry forward any unused leaves (for Leave Types with Is Carry Forward turned on) from previous allocations to new ones.
+
+<img class="screenshot" alt="Grant Leaves from Leave Period"
+ src="{{docs_base_url}}/assets/img/human-resources/leave-period-grant.png">
+
+###Manual Allocation of leaves
+> Human Resources > Leaves and Holiday > Leave Allocation > New Leave Allocation
+
+To manually allocate leaves for an Employee, select the period and the number of leaves you want to allocate. You can also add unused leaves from previous allocation period.
+
+<img class="screenshot" alt="Manual Leave Allocation"
src="{{docs_base_url}}/assets/img/human-resources/manual-leave-allocation.png">
-###Via Leave Allocation Tool
-> Human Resources > Tools > Leave Allocation Tool
-
-This tool enables you to allocate leaves for a category of employees, instead of individual ones. You can allocate leaves based on Employee Type, Branch, Department and Designation. Leave Allocation Tool is also known as Leave Control Panel.
-
-<img class="screenshot" alt="Leave Allocation Tool"
- src="{{docs_base_url}}/assets/img/human-resources/leave-allocation-tool.png">
-
---
#Leave Application
-> Human Resources > Documents > Leave Application > New Leave Application
+> Human Resources > Leaves and Holiday > Leave Application > New Leave Application
Leave Application section enables an employee to apply for leaves. Employee can select the type of leave and the Leave Approver who will authorize the Leave Application. User with "Leave Approver" role are considered as Leave approver. Leave Approvers can also be restricted/pre-defined in the Employee record. Based on selected dates and applicable Holiday List, total leave days is calculated automatically.
@@ -73,7 +122,7 @@
<img class="screenshot" alt="Leave Allocation Tool"
src="{{docs_base_url}}/assets/img/human-resources/new-leave-application.png">
-
+
**Notes:**
- Leave Application period must be within a single Leave Allocation period. In case, you are applying for leave across leave allocation period, you have to create two Leave Application records.
@@ -84,9 +133,9 @@
#Leave Block List
-> Human Resources > Setup > Leave Block List > New Leave Block List
+> Human Resources > Leaves and Holiday > Leave Block List > New Leave Block List
Leave Block List is a list of dates in a year, on which employees can not apply for leave. You can define a list of users who can approve Leave Application on blocked days, in case of urgency. You can also define whether the list will applied on entire company or any specific departments.
<img class="screenshot" alt="Leave Allocation Tool"
- src="{{docs_base_url}}/assets/img/human-resources/leave-block-list.png">
\ No newline at end of file
+ src="{{docs_base_url}}/assets/img/human-resources/leave-block-list.png">
diff --git a/erpnext/docs/user/manual/en/human-resources/shift-management.md b/erpnext/docs/user/manual/en/human-resources/shift-management.md
new file mode 100644
index 0000000..2279538
--- /dev/null
+++ b/erpnext/docs/user/manual/en/human-resources/shift-management.md
@@ -0,0 +1,44 @@
+# Shift Management
+
+Shift Management section of Human Resources helps your Organization manage shifts of your employees.
+
+To use Shift Management in ERPNext,
+
+ 1. Set Up a Shift Type.
+ 2. Enter Shift Request.
+ 3. View and Manage Shift Assignments.
+
+### Shift Type
+
+The Shift Type Set Up allows you to define the different types of Shifts in your Organization.
+
+To create a new Shift Type go to:
+
+Human Resources > Shift Management > Shift Type
+
+* Enter Shift Type, Start Time and End Time for quick entry.
+
+ <img class="screenshot" alt="Shift Type" src="{{docs_base_url}}/assets/img/human-resources/shift-type.png">
+
+### Shift Request
+
+Shift Request is used by an employee to request for a particular Shift Type.
+
+To create a new Shift Request Log go to:
+
+Human Resources > Shift Management > Shift Request
+
+* Enter Shift Type, Employee, Company, From Date and To Date.
+
+ <img class="screenshot" alt="Shift Request" src="{{docs_base_url}}/assets/img/human-resources/shift-request.png">
+
+### Shift Assignment
+
+* Once the Shift Request is submitted it automatically creates the Shift Assignments for an Employee.
+
+ <img class="screenshot" alt="Shift Assignment" src="{{docs_base_url}}/assets/img/human-resources/shift-assignment.png">
+
+* You can also view Calendar view of Shift Assignments.
+
+ <img class="screenshot" alt="Shift Assignment Calendar"
+ src="{{docs_base_url}}/assets/img/human-resources/shift-assignment-calendar.png">
\ No newline at end of file
diff --git a/erpnext/education/doctype/instructor/instructor.js b/erpnext/education/doctype/instructor/instructor.js
index 62d73b3..f9c7a2a 100644
--- a/erpnext/education/doctype/instructor/instructor.js
+++ b/erpnext/education/doctype/instructor/instructor.js
@@ -1,31 +1,53 @@
cur_frm.add_fetch("employee", "department", "department");
cur_frm.add_fetch("employee", "image", "image");
-frappe.ui.form.on("Instructor", "refresh", function(frm) {
- if(!frm.doc.__islocal) {
- frm.add_custom_button(__("Student Group"), function() {
- frappe.route_options = {
- instructor: frm.doc.name
- }
- frappe.set_route("List", "Student Group");
+frappe.ui.form.on("Instructor", {
+ employee: function(frm) {
+ if(!frm.doc.employee) return;
+ frappe.db.get_value('Employee', {name: frm.doc.employee}, 'company', (company) => {
+ frm.set_query("department", function() {
+ return {
+ "filters": {
+ "company": company,
+ }
+ };
+ });
+
+ frm.set_query("department", "instructor_log", function() {
+ return {
+ "filters": {
+ "company": company,
+ }
+ };
+ });
});
- frm.add_custom_button(__("Course Schedule"), function() {
- frappe.route_options = {
- instructor: frm.doc.name
- }
- frappe.set_route("List", "Course Schedule");
- });
- frm.add_custom_button(__("As Examiner"), function() {
- frappe.route_options = {
- examiner: frm.doc.name
- }
- frappe.set_route("List", "Assessment Plan");
- }, __("Assessment Plan"));
- frm.add_custom_button(__("As Supervisor"), function() {
- frappe.route_options = {
- supervisor: frm.doc.name
- }
- frappe.set_route("List", "Assessment Plan");
- }, __("Assessment Plan"));
+ },
+ refresh: function(frm) {
+ if(!frm.doc.__islocal) {
+ frm.add_custom_button(__("Student Group"), function() {
+ frappe.route_options = {
+ instructor: frm.doc.name
+ }
+ frappe.set_route("List", "Student Group");
+ });
+ frm.add_custom_button(__("Course Schedule"), function() {
+ frappe.route_options = {
+ instructor: frm.doc.name
+ }
+ frappe.set_route("List", "Course Schedule");
+ });
+ frm.add_custom_button(__("As Examiner"), function() {
+ frappe.route_options = {
+ examiner: frm.doc.name
+ }
+ frappe.set_route("List", "Assessment Plan");
+ }, __("Assessment Plan"));
+ frm.add_custom_button(__("As Supervisor"), function() {
+ frappe.route_options = {
+ supervisor: frm.doc.name
+ }
+ frappe.set_route("List", "Assessment Plan");
+ }, __("Assessment Plan"));
+ }
}
});
diff --git a/erpnext/hooks.py b/erpnext/hooks.py
index e77ed6f..aa161c5 100644
--- a/erpnext/hooks.py
+++ b/erpnext/hooks.py
@@ -234,7 +234,8 @@
"erpnext.buying.doctype.supplier_scorecard.supplier_scorecard.refresh_scorecards",
"erpnext.setup.doctype.company.company.cache_companies_monthly_sales_history",
"erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool.update_latest_price_in_all_boms",
- "erpnext.assets.doctype.asset.asset.update_maintenance_status"
+ "erpnext.assets.doctype.asset.asset.update_maintenance_status",
+ "erpnext.assets.doctype.asset.asset.make_post_gl_entry"
]
}
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/additional_salary_component/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/additional_salary_component/__init__.py
diff --git a/erpnext/hr/doctype/additional_salary_component/additional_salary_component.js b/erpnext/hr/doctype/additional_salary_component/additional_salary_component.js
new file mode 100644
index 0000000..13ed239
--- /dev/null
+++ b/erpnext/hr/doctype/additional_salary_component/additional_salary_component.js
@@ -0,0 +1,21 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Additional Salary Component', {
+ setup: function(frm) {
+ frm.set_query("salary_component", function() {
+ return {
+ filters: {
+ type: "earning"
+ }
+ };
+ });
+ frm.set_query("employee", function() {
+ return {
+ filters: {
+ company: frm.doc.company
+ }
+ };
+ });
+ }
+});
diff --git a/erpnext/hr/doctype/additional_salary_component/additional_salary_component.json b/erpnext/hr/doctype/additional_salary_component/additional_salary_component.json
new file mode 100644
index 0000000..47b0904
--- /dev/null
+++ b/erpnext/hr/doctype/additional_salary_component/additional_salary_component.json
@@ -0,0 +1,364 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "field:salary_component",
+ "beta": 0,
+ "creation": "2018-05-10 12:04:08.396461",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
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+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Additional Salary Component",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-10 12:54:06.155708",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Additional Salary Component",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "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": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/additional_salary_component/additional_salary_component.py b/erpnext/hr/doctype/additional_salary_component/additional_salary_component.py
new file mode 100644
index 0000000..216dea0
--- /dev/null
+++ b/erpnext/hr/doctype/additional_salary_component/additional_salary_component.py
@@ -0,0 +1,76 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+from frappe import _
+from frappe.utils import getdate, date_diff
+
+class AdditionalSalaryComponent(Document):
+ def validate(self):
+ self.validate_dates()
+ if self.amount <= 0:
+ frappe.throw(_("Amount should be greater than zero."))
+
+ def validate_dates(self):
+ date_of_joining, relieving_date = frappe.db.get_value("Employee", self.employee,
+ ["date_of_joining", "relieving_date"])
+ if getdate(self.from_date) > getdate(self.to_date):
+ frappe.throw(_("To date can not be less than from date"))
+ elif date_of_joining and getdate(self.from_date) < getdate(date_of_joining):
+ frappe.throw(_("From date can not be less than employee's joining date"))
+ elif relieving_date and getdate(self.to_date) > getdate(relieving_date):
+ frappe.throw(_("To date can not greater than employee's relieving date"))
+
+ def get_amount(self, sal_start_date, sal_end_date):
+ start_date = getdate(sal_start_date)
+ end_date = getdate(sal_end_date)
+ total_days = date_diff(getdate(self.to_date), getdate(self.from_date)) + 1
+ amount_per_day = self.amount / total_days
+ if getdate(sal_start_date) <= getdate(self.from_date):
+ start_date = getdate(self.from_date)
+ if getdate(sal_end_date) > getdate(self.to_date):
+ end_date = getdate(self.end_date)
+ no_of_days = date_diff(getdate(end_date), getdate(start_date))
+ return amount_per_day * no_of_days
+
+
+
+
+@frappe.whitelist()
+def get_additional_salary_component(employee, start_date, end_date):
+ additional_components = frappe.db.sql("""
+ select name from `tabAdditional Salary Component`
+ where employee=%(employee)s
+ and docstatus = 1
+ and (
+ (%(from_date)s between from_date and to_date)
+ or (%(to_date)s between from_date and to_date)
+ or (from_date between %(from_date)s and %(to_date)s)
+ )""", {
+ 'employee': employee,
+ 'from_date': start_date,
+ 'to_date': end_date
+ })
+
+ if additional_components:
+ additional_components_array = []
+ for additional_component in additional_components:
+ struct_row = {}
+ additional_components_dict = {}
+ additional_component_obj = frappe.get_doc("Additional Salary Component", additional_component[0])
+ amount = additional_component_obj.get_amount(start_date, end_date)
+ salary_component = frappe.get_doc("Salary Component", additional_component_obj.salary_component)
+ struct_row['depends_on_lwp'] = salary_component.depends_on_lwp
+ struct_row['salary_component'] = salary_component.name
+ struct_row['abbr'] = salary_component.salary_component_abbr
+ struct_row['do_not_include_in_total'] = salary_component.do_not_include_in_total
+ additional_components_dict['amount'] = amount
+ additional_components_dict['struct_row'] = struct_row
+ additional_components_array.append(additional_components_dict)
+
+ if len(additional_components_array) > 0:
+ return additional_components_array
+ return False
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/additional_salary_component/test_additional_salary_component.js
similarity index 65%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/additional_salary_component/test_additional_salary_component.js
index 81b0f8d..118290b 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/additional_salary_component/test_additional_salary_component.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Additional Salary Component", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Additional Salary Component
+ () => frappe.tests.make('Additional Salary Component', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/additional_salary_component/test_additional_salary_component.py
similarity index 73%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/additional_salary_component/test_additional_salary_component.py
index 6978720..eda2f79 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/additional_salary_component/test_additional_salary_component.py
@@ -2,9 +2,7 @@
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
-
-import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestAdditionalSalaryComponent(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/attendance/attendance.json b/erpnext/hr/doctype/attendance/attendance.json
index 2078eab..2d9c23f 100644
--- a/erpnext/hr/doctype/attendance/attendance.json
+++ b/erpnext/hr/doctype/attendance/attendance.json
@@ -295,6 +295,39 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "attendance_request",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Attendance Request",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Attendance Request",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -339,7 +372,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-06-13 14:29:11.771376",
+ "modified": "2018-05-07 16:56:32.314683",
"modified_by": "Administrator",
"module": "HR",
"name": "Attendance",
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/attendance_request/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/attendance_request/__init__.py
diff --git a/erpnext/hr/doctype/attendance_request/attendance_request.js b/erpnext/hr/doctype/attendance_request/attendance_request.js
new file mode 100644
index 0000000..2d25d14
--- /dev/null
+++ b/erpnext/hr/doctype/attendance_request/attendance_request.js
@@ -0,0 +1,14 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+cur_frm.add_fetch('employee', 'company', 'company');
+
+frappe.ui.form.on('Attendance Request', {
+ half_day: function(frm) {
+ if(frm.doc.half_day == 1){
+ frm.set_df_property('half_day_date', 'reqd', true);
+ }
+ else{
+ frm.set_df_property('half_day_date', 'reqd', false);
+ }
+ }
+});
diff --git a/erpnext/hr/doctype/attendance_request/attendance_request.json b/erpnext/hr/doctype/attendance_request/attendance_request.json
new file mode 100644
index 0000000..71c28de
--- /dev/null
+++ b/erpnext/hr/doctype/attendance_request/attendance_request.json
@@ -0,0 +1,465 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "EAR.####",
+ "beta": 0,
+ "creation": "2018-04-13 15:37:40.918990",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_name",
+ "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": "Employee Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "employee.employee_name",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "from_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "From Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "to_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "To Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "half_day",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Half Day",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "half_day",
+ "fieldname": "half_day_date",
+ "fieldtype": "Date",
+ "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": "Half Day Date",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_4",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "explanation",
+ "fieldtype": "Small Text",
+ "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": "Explanation",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "reason",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Reason",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Work From Home\nOn Duty",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 1,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Attendance Request",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-14 18:18:56.936880",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Attendance Request",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "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": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/attendance_request/attendance_request.py b/erpnext/hr/doctype/attendance_request/attendance_request.py
new file mode 100644
index 0000000..4cab11f
--- /dev/null
+++ b/erpnext/hr/doctype/attendance_request/attendance_request.py
@@ -0,0 +1,61 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from frappe.utils import date_diff, add_days, getdate
+from erpnext.hr.doctype.employee.employee import is_holiday
+from erpnext.hr.utils import validate_dates
+
+class AttendanceRequest(Document):
+ def validate(self):
+ validate_dates(self, self.from_date, self.to_date)
+ if self.half_day:
+ if not getdate(self.from_date)<=getdate(self.half_day_date)<=getdate(self.to_date):
+ frappe.throw(_("Half day date should be in between from date and to date"))
+
+ def on_submit(self):
+ self.create_attendance()
+
+ def on_cancel(self):
+ attendance_list = frappe.get_list("Attendance", {'employee': self.employee, 'attendance_request': self.name})
+ if attendance_list:
+ for attendance in attendance_list:
+ attendance_obj = frappe.get_doc("Attendance", attendance['name'])
+ attendance_obj.cancel()
+
+ def create_attendance(self):
+ request_days = date_diff(self.to_date, self.from_date) + 1
+ for number in range(request_days):
+ attendance_date = add_days(self.from_date, number)
+ skip_attendance = self.validate_if_attendance_not_applicable(attendance_date)
+ if not skip_attendance:
+ attendance = frappe.new_doc("Attendance")
+ attendance.employee = self.employee
+ attendance.employee_name = self.employee_name
+ if self.half_day and date_diff(getdate(self.half_day_date), getdate(attendance_date)) == 0:
+ attendance.status = "Half Day"
+ else:
+ attendance.status = "Present"
+ attendance.attendance_date = attendance_date
+ attendance.company = self.company
+ attendance.attendance_request = self.name
+ attendance.save(ignore_permissions=True)
+ attendance.submit()
+
+ def validate_if_attendance_not_applicable(self, attendance_date):
+ # Check if attendance_date is a Holiday
+ if is_holiday(self.employee, attendance_date):
+ return True
+
+ # Check if employee on Leave
+ leave_record = frappe.db.sql("""select half_day from `tabLeave Application`
+ where employee = %s and %s between from_date and to_date
+ and docstatus = 1""", (self.employee, attendance_date), as_dict=True)
+ if leave_record:
+ return True
+
+ return False
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/attendance_request/test_attendance_request.js
similarity index 69%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/attendance_request/test_attendance_request.js
index 81b0f8d..d40ec61 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/attendance_request/test_attendance_request.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Attendance Request", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Attendance Request
+ () => frappe.tests.make('Attendance Request', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/attendance_request/test_attendance_request.py
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/attendance_request/test_attendance_request.py
index 6978720..d737699 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/attendance_request/test_attendance_request.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestAttendanceRequest(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/compensatory_leave_request/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/compensatory_leave_request/__init__.py
diff --git a/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.js b/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.js
new file mode 100644
index 0000000..bb57562
--- /dev/null
+++ b/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.js
@@ -0,0 +1,14 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Compensatory Leave Request', {
+ refresh: function(frm) {
+ frm.set_query("leave_type", function() {
+ return {
+ filters: {
+ "is_compensatory": true
+ }
+ };
+ });
+ }
+});
diff --git a/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.json b/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.json
new file mode 100644
index 0000000..f8b91a6
--- /dev/null
+++ b/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.json
@@ -0,0 +1,370 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "CLR-.####",
+ "beta": 0,
+ "creation": "2018-04-13 14:51:39.326768",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_name",
+ "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": "Employee Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "employee.employee_name",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "work_from_date",
+ "fieldtype": "Date",
+ "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": "Work From Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "work_end_date",
+ "fieldtype": "Date",
+ "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": "Work End Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_4",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "leave_type",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Leave Type",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Leave Type",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "reason",
+ "fieldtype": "Small Text",
+ "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": "Reason",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Compensatory Leave Request",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-14 15:36:39.668733",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Compensatory Leave Request",
+ "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": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "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": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.py b/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.py
new file mode 100644
index 0000000..b4e71ce
--- /dev/null
+++ b/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.py
@@ -0,0 +1,71 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import date_diff, add_days
+from frappe.model.document import Document
+from erpnext.hr.utils import validate_dates, validate_overlap, get_leave_period
+
+class CompensatoryLeaveRequest(Document):
+
+ def validate(self):
+ validate_dates(self, self.work_from_date, self.work_end_date)
+ validate_overlap(self, self.work_from_date, self.work_end_date)
+
+ def on_submit(self):
+ if not self.leave_type:
+ frappe.throw(_("Please select a leave type to submit the request"))
+ else:
+ company = frappe.db.get_value("Employee", self.employee, "company")
+ date_difference = date_diff(self.work_end_date, self.work_from_date) + 1
+ leave_period = get_leave_period(self.work_from_date, self.work_end_date, company)
+ if leave_period:
+ leave_allocation = self.exists_allocation_for_period(leave_period)
+ if leave_allocation:
+ leave_allocation.new_leaves_allocated += date_difference
+ leave_allocation.submit()
+ else:
+ self.create_leave_allocation(leave_period, date_difference)
+ else:
+ frappe.throw(_("There is no leave period in between {0} and {1}").format(self.work_from_date, self.work_end_date))
+
+ def exists_allocation_for_period(self, leave_period):
+ leave_allocation = frappe.db.sql("""
+ select name
+ from `tabLeave Allocation`
+ where employee=%(employee)s and leave_type=%(leave_type)s
+ and docstatus=1
+ and (from_date between %(from_date)s and %(to_date)s
+ or to_date between %(from_date)s and %(to_date)s
+ or (from_date < %(from_date)s and to_date > %(to_date)s))
+ """, {
+ "from_date": leave_period[0].from_date,
+ "to_date": leave_period[0].to_date,
+ "employee": self.employee,
+ "leave_type": self.leave_type
+ }, as_dict=1)
+
+ if leave_allocation:
+ return frappe.get_doc("Leave Allocation", leave_allocation[0].name)
+ else:
+ return False
+
+ def create_leave_allocation(self, leave_period, date_difference):
+ is_carry_forward = frappe.db.get_value("Leave Type", self.leave_type, "is_carry_forward")
+ allocation = frappe.new_doc("Leave Allocation")
+ allocation.employee = self.employee
+ allocation.employee_name = self.employee_name
+ allocation.leave_type = self.leave_type
+ allocation.from_date = add_days(self.work_end_date, 1)
+ allocation.to_date = leave_period[0].to_date
+ allocation.new_leaves_allocated = date_difference
+ allocation.total_leaves_allocated = date_difference
+ allocation.compensatory_request = self.name
+ allocation.description = self.reason
+ if is_carry_forward == 1:
+ allocation.carry_forward = True
+ allocation.save(ignore_permissions = True)
+ allocation.submit()
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/compensatory_leave_request/test_compensatory_leave_request.js
similarity index 66%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/compensatory_leave_request/test_compensatory_leave_request.js
index 81b0f8d..bebcaac 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/compensatory_leave_request/test_compensatory_leave_request.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Compensatory Leave Request", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Compensatory Leave Request
+ () => frappe.tests.make('Compensatory Leave Request', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/compensatory_leave_request/test_compensatory_leave_request.py b/erpnext/hr/doctype/compensatory_leave_request/test_compensatory_leave_request.py
new file mode 100644
index 0000000..f062325
--- /dev/null
+++ b/erpnext/hr/doctype/compensatory_leave_request/test_compensatory_leave_request.py
@@ -0,0 +1,41 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestCompensatoryLeaveRequest(unittest.TestCase):
+ def get_compensatory_leave_request(self):
+ return frappe.get_doc('Compensatory Leave Request', dict(
+ employee = employee,
+ work_from_date = today,
+ work_to_date = today,
+ reason = 'test'
+ )).insert()
+
+ def test_creation_of_leave_allocation(self):
+ employee = get_employee()
+ today = get_today()
+
+ compensatory_leave_request = self.get_compensatory_leave_request(today)
+
+ before = get_leave_balance(employee, compensatory_leave_request.leave_type)
+
+ compensatory_leave_request.submit()
+
+ self.assertEqual(get_leave_balance(employee, compensatory_leave_request.leave_type), before + 1)
+
+ def test_max_compensatory_leave(self):
+ employee = get_employee()
+ today = get_today()
+
+ compensatory_leave_request = self.get_compensatory_leave_request()
+
+ frappe.db.set_value('Leave Type', compensatory_leave_request.leave_type, 'max_leaves_allowed', 0)
+
+ self.assertRaises(MaxLeavesLimitCrossed, compensatory_leave_request.submit)
+
+ frappe.db.set_value('Leave Type', compensatory_leave_request.leave_type, 'max_leaves_allowed', 10)
+
diff --git a/erpnext/hr/doctype/department/department.json b/erpnext/hr/doctype/department/department.json
index 40270d5..664679d 100644
--- a/erpnext/hr/doctype/department/department.json
+++ b/erpnext/hr/doctype/department/department.json
@@ -3,7 +3,7 @@
"allow_guest_to_view": 0,
"allow_import": 1,
"allow_rename": 1,
- "autoname": "field:department_name",
+ "autoname": "",
"beta": 0,
"creation": "2013-02-05 11:48:26",
"custom": 0,
@@ -79,6 +79,38 @@
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 1,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
"bold": 1,
"collapsible": 0,
"columns": 0,
@@ -402,7 +434,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2018-04-16 16:46:02.759012",
+ "modified": "2018-05-11 12:18:18.839182",
"modified_by": "Administrator",
"module": "HR",
"name": "Department",
diff --git a/erpnext/hr/doctype/department/department.py b/erpnext/hr/doctype/department/department.py
index fda1b69..19994ae 100644
--- a/erpnext/hr/doctype/department/department.py
+++ b/erpnext/hr/doctype/department/department.py
@@ -10,6 +10,10 @@
class Department(NestedSet):
nsm_parent_field = 'parent_department'
+ def autoname(self):
+ abbr = frappe.db.get_value('Company', self.company, 'abbr')
+ self.name = '{0} - {1}'.format(self.department_name, abbr)
+
def update_nsm_model(self):
frappe.utils.nestedset.update_nsm(self)
@@ -21,4 +25,23 @@
delete_events(self.doctype, self.name)
def on_doctype_update():
- frappe.db.add_index("Department", ["lft", "rgt"])
\ No newline at end of file
+ frappe.db.add_index("Department", ["lft", "rgt"])
+
+@frappe.whitelist()
+def get_children(doctype, parent=None, company=None, is_root=False):
+ condition = ''
+ if company == parent:
+ condition = 'name="All Departments"'
+ elif company:
+ condition = "parent_department='{0}' and company='{1}'".format(parent, company)
+ else:
+ condition = "parent_department = '{0}'".format(parent)
+
+ return frappe.db.sql("""
+ select
+ name as value,
+ is_group as expandable
+ from `tab{doctype}`
+ where
+ {condition}
+ order by name""".format(doctype=doctype, condition=condition), as_dict=1)
diff --git a/erpnext/hr/doctype/department/department_tree.js b/erpnext/hr/doctype/department/department_tree.js
index 5652ad6..1f891fd 100644
--- a/erpnext/hr/doctype/department/department_tree.js
+++ b/erpnext/hr/doctype/department/department_tree.js
@@ -1,3 +1,27 @@
frappe.treeview_settings["Department"] = {
- ignore_fields:["parent_department"]
+ ignore_fields:["parent_department"],
+ get_tree_nodes: 'erpnext.hr.doctype.department.department.get_children',
+ filters: [
+ {
+ fieldname: "company",
+ fieldtype:"Link",
+ options: "Company",
+ label: __("Company"),
+ },
+ ],
+ breadcrumb: "HR",
+ root_label: "All Departments",
+ get_tree_root: true,
+ menu_items: [
+ {
+ label: __("New Department"),
+ action: function() {
+ frappe.new_doc("Department", true);
+ },
+ condition: 'frappe.boot.user.can_create.indexOf("Department") !== -1'
+ }
+ ],
+ onload: function(treeview) {
+ treeview.make_tree();
+ }
};
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee/employee.js b/erpnext/hr/doctype/employee/employee.js
index 240411d..6f6873a 100755
--- a/erpnext/hr/doctype/employee/employee.js
+++ b/erpnext/hr/doctype/employee/employee.js
@@ -37,6 +37,15 @@
});
frappe.ui.form.on('Employee',{
+ onload:function(frm) {
+ frm.set_query("department", function() {
+ return {
+ "filters": {
+ "company": frm.doc.company,
+ }
+ };
+ });
+ },
prefered_contact_email:function(frm){
frm.events.update_contact(frm)
},
diff --git a/erpnext/hr/doctype/employee/employee.json b/erpnext/hr/doctype/employee/employee.json
index a5c9722..cc3fb7f 100644
--- a/erpnext/hr/doctype/employee/employee.json
+++ b/erpnext/hr/doctype/employee/employee.json
@@ -399,6 +399,38 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "job_applicant",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Job Applicant",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Job Applicant",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "date_of_joining",
"fieldtype": "Date",
"hidden": 0,
@@ -640,7 +672,7 @@
"label": "Health Insurance Provider",
"length": 0,
"no_copy": 0,
- "options": "Health Insurance",
+ "options": "Employee Health Insurance",
"permlevel": 0,
"precision": "",
"print_hide": 0,
@@ -978,6 +1010,38 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "grade",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Grade",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Grade",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "notice_number_of_days",
"fieldtype": "Int",
"hidden": 0,
@@ -1204,6 +1268,38 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "leave_policy",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Leave Policy",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Leave Policy",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "contact_details",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2670,7 +2766,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2018-04-16 09:08:06.852604",
+ "modified": "2018-05-11 12:48:46.435484",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee",
diff --git a/erpnext/hr/doctype/employee/employee.py b/erpnext/hr/doctype/employee/employee.py
index 0f11639..824ddf5 100755
--- a/erpnext/hr/doctype/employee/employee.py
+++ b/erpnext/hr/doctype/employee/employee.py
@@ -42,6 +42,8 @@
self.validate_status()
self.validate_reports_to()
self.validate_preferred_email()
+ if self.job_applicant:
+ self.validate_onboarding_process()
if self.user_id:
self.validate_for_enabled_user_id()
@@ -156,11 +158,22 @@
def on_trash(self):
self.update_nsm_model()
delete_events(self.doctype, self.name)
+ if frappe.db.exists("Employee Transfer", {'new_employee_id': self.name, 'docstatus': 1}):
+ emp_transfer = frappe.get_doc("Employee Transfer", {'new_employee_id': self.name, 'docstatus': 1})
+ emp_transfer.db_set("new_employee_id", '')
def validate_preferred_email(self):
if self.prefered_contact_email and not self.get(scrub(self.prefered_contact_email)):
frappe.msgprint(_("Please enter " + self.prefered_contact_email))
+ def validate_onboarding_process(self):
+ employee_onboarding = frappe.get_all("Employee Onboarding",
+ filters={"job_applicant": self.job_applicant, "docstatus": 1, "status": ("!=", "Completed")})
+ if employee_onboarding:
+ doc = frappe.get_doc("Employee Onboarding", employee_onboarding[0].name)
+ doc.validate_employee_creation()
+ doc.db_set("employee", self.name)
+
def get_timeline_data(doctype, name):
'''Return timeline for attendance'''
return dict(frappe.db.sql('''select unix_timestamp(attendance_date), count(*)
diff --git a/erpnext/hr/doctype/employee/employee_dashboard.py b/erpnext/hr/doctype/employee/employee_dashboard.py
index be92074..e1e1fce 100644
--- a/erpnext/hr/doctype/employee/employee_dashboard.py
+++ b/erpnext/hr/doctype/employee/employee_dashboard.py
@@ -12,7 +12,7 @@
},
{
'label': _('Payroll'),
- 'items': ['Salary Structure', 'Salary Slip', 'Timesheet']
+ 'items': ['Salary Slip', 'Timesheet']
},
{
'label': _('Training Events/Results'),
@@ -25,6 +25,10 @@
{
'label': _('Evaluation'),
'items': ['Appraisal']
+ },
+ {
+ 'label': _('Employee Lifecycle'),
+ 'items': ['Employee Transfer', 'Employee Promotion']
}
]
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_benefit_application/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_benefit_application/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/employee_benefit_application/employee_benefit_application.js
similarity index 74%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/employee_benefit_application/employee_benefit_application.js
index 504da27..8cf6909 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/employee_benefit_application/employee_benefit_application.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Employee Benefit Application', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/employee_benefit_application/employee_benefit_application.json b/erpnext/hr/doctype/employee_benefit_application/employee_benefit_application.json
new file mode 100644
index 0000000..0fff4fd
--- /dev/null
+++ b/erpnext/hr/doctype/employee_benefit_application/employee_benefit_application.json
@@ -0,0 +1,339 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "EBA.#####",
+ "beta": 0,
+ "creation": "2018-04-13 16:31:39.190787",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_name",
+ "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": "Employee Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "employee.employee_name",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_2",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "payroll_period",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Payroll Period",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Payroll Period",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Employee Benefit Application",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_4",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_benefits",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee Benefits",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Benefit Application Detail",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-14 15:35:20.748301",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Benefit Application",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "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": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_benefit_application/employee_benefit_application.py
similarity index 84%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_benefit_application/employee_benefit_application.py
index c280254..9282d98 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_benefit_application/employee_benefit_application.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeBenefitApplication(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_benefit_application/test_employee_benefit_application.js
similarity index 65%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_benefit_application/test_employee_benefit_application.js
index 81b0f8d..b355e1c 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_benefit_application/test_employee_benefit_application.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Benefit Application", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Benefit Application
+ () => frappe.tests.make('Employee Benefit Application', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/employee_benefit_application/test_employee_benefit_application.py
similarity index 76%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/employee_benefit_application/test_employee_benefit_application.py
index 6978720..9b915a6 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/employee_benefit_application/test_employee_benefit_application.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestEmployeeBenefitApplication(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_benefit_application_detail/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_benefit_application_detail/__init__.py
diff --git a/erpnext/hr/doctype/employee_benefit_application_detail/employee_benefit_application_detail.json b/erpnext/hr/doctype/employee_benefit_application_detail/employee_benefit_application_detail.json
new file mode 100644
index 0000000..35918e1
--- /dev/null
+++ b/erpnext/hr/doctype/employee_benefit_application_detail/employee_benefit_application_detail.json
@@ -0,0 +1,105 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "EBAD.#####",
+ "beta": 0,
+ "creation": "2018-04-13 16:36:18.389786",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "earning_component",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Earning Component",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Salary Component",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Amount",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-04-13 19:32:35.064272",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Benefit Application Detail",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_benefit_application_detail/employee_benefit_application_detail.py
similarity index 82%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_benefit_application_detail/employee_benefit_application_detail.py
index c280254..3a502fe 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_benefit_application_detail/employee_benefit_application_detail.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeBenefitApplicationDetail(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_benefit_claim/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_benefit_claim/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/employee_benefit_claim/employee_benefit_claim.js
similarity index 76%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/employee_benefit_claim/employee_benefit_claim.js
index 504da27..816b1bd 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/employee_benefit_claim/employee_benefit_claim.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Employee Benefit Claim', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/employee_benefit_claim/employee_benefit_claim.json b/erpnext/hr/doctype/employee_benefit_claim/employee_benefit_claim.json
new file mode 100644
index 0000000..00d5159
--- /dev/null
+++ b/erpnext/hr/doctype/employee_benefit_claim/employee_benefit_claim.json
@@ -0,0 +1,463 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "EBC.#####",
+ "beta": 0,
+ "creation": "2018-04-13 16:43:10.386409",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_name",
+ "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": "Employee Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "employee.employee_name",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "claim_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Claim Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_3",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "earning_component",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Earning Component",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Salary Component",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "max_amount_eligible",
+ "fieldtype": "Currency",
+ "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": "Max Amount Eligible",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "claimed_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Claimed Amount",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "salary_slip",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Salary Slip",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Salary Slip",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Employee Benefit Claim",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_9",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "attachments",
+ "fieldtype": "Attach",
+ "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": "Attachments",
+ "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": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-14 15:38:41.538646",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Benefit Claim",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "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": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_benefit_claim/employee_benefit_claim.py
similarity index 86%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_benefit_claim/employee_benefit_claim.py
index c280254..551d1ac 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_benefit_claim/employee_benefit_claim.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeBenefitClaim(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_benefit_claim/test_employee_benefit_claim.js
similarity index 67%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_benefit_claim/test_employee_benefit_claim.js
index 81b0f8d..3c808c0 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_benefit_claim/test_employee_benefit_claim.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Benefit Claim", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Benefit Claim
+ () => frappe.tests.make('Employee Benefit Claim', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/employee_benefit_claim/test_employee_benefit_claim.py
similarity index 78%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/employee_benefit_claim/test_employee_benefit_claim.py
index 6978720..e8dc0da 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/employee_benefit_claim/test_employee_benefit_claim.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestEmployeeBenefitClaim(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_boarding_activity/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_boarding_activity/__init__.py
diff --git a/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.json b/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.json
new file mode 100644
index 0000000..95d6939
--- /dev/null
+++ b/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.json
@@ -0,0 +1,291 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-05-09 05:37:18.439763",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "activity_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Activity Name",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "user",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "User",
+ "length": 0,
+ "no_copy": 0,
+ "options": "User",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "role",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Role",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Role",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_3",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "task",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Task",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Task",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "description": "Applicable in the case of Employee Onboarding",
+ "fieldname": "required_for_employee_creation",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Required for Employee Creation",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_6",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "description",
+ "fieldtype": "Text Editor",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Description",
+ "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": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-05-10 06:54:47.282492",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Boarding Activity",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.py
similarity index 84%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.py
index c280254..496f165 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_boarding_activity/employee_boarding_activity.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeBoardingActivity(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_grade/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_grade/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/employee_grade/employee_grade.js
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/employee_grade/employee_grade.js
index 504da27..fa679fa 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/employee_grade/employee_grade.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Employee Grade', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/employee_grade/employee_grade.json b/erpnext/hr/doctype/employee_grade/employee_grade.json
new file mode 100644
index 0000000..e619c7b
--- /dev/null
+++ b/erpnext/hr/doctype/employee_grade/employee_grade.json
@@ -0,0 +1,164 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "Prompt",
+ "beta": 0,
+ "creation": "2018-04-13 16:14:24.174138",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "default_leave_policy",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Default Leave Policy",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Leave Policy",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "default_salary_structure",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Default Salary Structure",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Salary Structure",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-13 16:14:24.174138",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Grade",
+ "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": "HR 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": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 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
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_grade/employee_grade.py
similarity index 87%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_grade/employee_grade.py
index c280254..42a9f16 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_grade/employee_grade.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeGrade(Document):
pass
diff --git a/erpnext/setup/doctype/supplier_type/test_supplier_type.js b/erpnext/hr/doctype/employee_grade/test_employee_grade.js
similarity index 71%
copy from erpnext/setup/doctype/supplier_type/test_supplier_type.js
copy to erpnext/hr/doctype/employee_grade/test_employee_grade.js
index 085dddd..d684fb2 100644
--- a/erpnext/setup/doctype/supplier_type/test_supplier_type.js
+++ b/erpnext/hr/doctype/employee_grade/test_employee_grade.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Supplier Type", function (assert) {
+QUnit.test("test: Employee Grade", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Supplier Type
- () => frappe.tests.make('Supplier Type', [
+ // insert a new Employee Grade
+ () => frappe.tests.make('Employee Grade', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/employee_grade/test_employee_grade.py
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/employee_grade/test_employee_grade.py
index 6978720..93058cf 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/employee_grade/test_employee_grade.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestEmployeeGrade(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_health_insurance/__init__.py
similarity index 100%
rename from erpnext/hr/doctype/health_insurance/__init__.py
rename to erpnext/hr/doctype/employee_health_insurance/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/employee_health_insurance/employee_health_insurance.js
similarity index 75%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/employee_health_insurance/employee_health_insurance.js
index 504da27..69d46e2 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/employee_health_insurance/employee_health_insurance.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Employee Health Insurance', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/employee_health_insurance/employee_health_insurance.json b/erpnext/hr/doctype/employee_health_insurance/employee_health_insurance.json
new file mode 100644
index 0000000..e63da39
--- /dev/null
+++ b/erpnext/hr/doctype/employee_health_insurance/employee_health_insurance.json
@@ -0,0 +1,113 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 1,
+ "autoname": "field:health_insurance_name",
+ "beta": 0,
+ "creation": "2017-03-27 14:32:51.628588",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Document",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "health_insurance_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Health Insurance Name",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-15 14:56:46.924890",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Health Insurance",
+ "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": "HR 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": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 0
+ }
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "health_insurance_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_health_insurance/employee_health_insurance.py
similarity index 85%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_health_insurance/employee_health_insurance.py
index c280254..abc01ef 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_health_insurance/employee_health_insurance.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeHealthInsurance(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_health_insurance/test_employee_health_insurance.js
similarity index 66%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_health_insurance/test_employee_health_insurance.js
index 81b0f8d..245cb32 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_health_insurance/test_employee_health_insurance.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Health Insurance", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Health Insurance
+ () => frappe.tests.make('Employee Health Insurance', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/employee_health_insurance/test_employee_health_insurance.py
similarity index 77%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/employee_health_insurance/test_employee_health_insurance.py
index 6978720..f0787f5 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/employee_health_insurance/test_employee_health_insurance.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestEmployeeHealthInsurance(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_incentive/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_incentive/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/employee_incentive/employee_incentive.js
similarity index 78%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/employee_incentive/employee_incentive.js
index 504da27..d2ddfb6 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/employee_incentive/employee_incentive.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Employee Incentive', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/employee_incentive/employee_incentive.json b/erpnext/hr/doctype/employee_incentive/employee_incentive.json
new file mode 100644
index 0000000..6d2bf5a
--- /dev/null
+++ b/erpnext/hr/doctype/employee_incentive/employee_incentive.json
@@ -0,0 +1,258 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "EI.#####",
+ "beta": 0,
+ "creation": "2018-04-13 16:13:43.404546",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_name",
+ "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": "Employee Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "employee.employee_name",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "incentive_amount",
+ "fieldtype": "Currency",
+ "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": "Incentive Amount",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "payroll_date",
+ "fieldtype": "Date",
+ "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": "Payroll Date",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Employee Incentive",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-14 15:41:16.126334",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Incentive",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "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": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 0
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 0,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_incentive/employee_incentive.py
similarity index 86%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_incentive/employee_incentive.py
index c280254..6c9a315 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_incentive/employee_incentive.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeIncentive(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_incentive/test_employee_incentive.js
similarity index 69%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_incentive/test_employee_incentive.js
index 81b0f8d..10bc037 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_incentive/test_employee_incentive.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Incentive", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Incentive
+ () => frappe.tests.make('Employee Incentive', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/employee_incentive/test_employee_incentive.py
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/employee_incentive/test_employee_incentive.py
index 6978720..f7597ad 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/employee_incentive/test_employee_incentive.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestEmployeeIncentive(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_onboarding/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_onboarding/__init__.py
diff --git a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js
new file mode 100644
index 0000000..e95e260
--- /dev/null
+++ b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js
@@ -0,0 +1,59 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Employee Onboarding', {
+ setup: function(frm) {
+ frm.add_fetch("employee_onboarding_template", "company", "company");
+ frm.add_fetch("employee_onboarding_template", "department", "department");
+ frm.add_fetch("employee_onboarding_template", "designation", "designation");
+ frm.add_fetch("employee_onboarding_template", "employee_grade", "employee_grade");
+ },
+
+ refresh: function(frm) {
+ if (frm.doc.employee) {
+ frm.add_custom_button(__('Employee'), function() {
+ frappe.set_route("Form", "Employee", frm.doc.employee);
+ },__("View"));
+ }
+ if (frm.doc.project) {
+ frm.add_custom_button(__('Project'), function() {
+ frappe.set_route("Form", "Project", frm.doc.project);
+ },__("View"));
+ frm.add_custom_button(__('Task'), function() {
+ frappe.set_route('List', 'Task', {project: frm.doc.project});
+ },__("View"));
+ }
+ if ((!frm.doc.employee) && (frm.doc.docstatus === 1)) {
+ frm.add_custom_button(__('Employee'), function () {
+ frappe.model.open_mapped_doc({
+ method: "erpnext.hr.doctype.employee_onboarding.employee_onboarding.make_employee",
+ frm: frm
+ });
+ }, __("Make"));
+ frm.page.set_inner_btn_group_as_primary(__("Make"));
+ }
+
+ },
+
+ employee_onboarding_template: function(frm) {
+ frm.set_value("activities" ,"");
+ if (frm.doc.employee_onboarding_template) {
+ frappe.call({
+ method: "erpnext.hr.utils.get_onboarding_details",
+ args: {
+ "parent": frm.doc.employee_onboarding_template,
+ "parenttype": "Employee Onboarding Template"
+ },
+ callback: function(r) {
+ if (r.message) {
+ $.each(r.message, function(i, d) {
+ var row = frappe.model.add_child(frm.doc, "Employee Boarding Activity", "activities");
+ $.extend(row, d);
+ });
+ }
+ refresh_field("activities");
+ }
+ });
+ }
+ }
+});
diff --git a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json
new file mode 100644
index 0000000..bd2ec4c
--- /dev/null
+++ b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json
@@ -0,0 +1,569 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "EOB.#####",
+ "beta": 0,
+ "creation": "2018-05-09 04:57:20.016220",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee Name",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "job_offer",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Job Offer",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Job Offer",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "job_applicant",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Job Applicant",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Job Applicant",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "date_of_joining",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Date of Joining",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 1,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "boarding_status",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Status",
+ "length": 0,
+ "no_copy": 0,
+ "options": "\nPending\nIn Process\nCompleted",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_7",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_onboarding_template",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee Onboarding Template",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Onboarding Template",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Department",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Department",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "designation",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Designation",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Designation",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_grade",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee Grade",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Grade",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "project",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Project",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Project",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "table_for_activity",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 1,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "activities",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Activities",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Boarding Activity",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Employee Onboarding",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-10 06:34:21.103617",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Onboarding",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py
new file mode 100644
index 0000000..3390e8f
--- /dev/null
+++ b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py
@@ -0,0 +1,50 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from erpnext.hr.utils import EmployeeBoardingController
+from frappe.model.mapper import get_mapped_doc
+
+
+class EmployeeOnboarding(EmployeeBoardingController):
+ def validate():
+ super(EmployeeOnboarding, self).validate()
+
+ def validate_employee_creation(self):
+ if self.docstatus != 1:
+ frappe.throw(_("Submit this to create the Employee record"))
+ else:
+ for activity in self.activities:
+ if not activity.required_for_employee_creation:
+ continue
+ else:
+ task_status = frappe.db.get_value("Task", activity.task, "status")
+ if task_status not in ["Closed", "Cancelled"]:
+ frappe.throw(_("All the mandatory Task for employee creation hasn't been done yet."))
+
+ def on_submit(self):
+ super(EmployeeOnboarding, self).on_submit()
+
+ def on_cancel(self):
+ super(EmployeeOnboarding, self).on_cancel()
+
+
+@frappe.whitelist()
+def make_employee(source_name, target_doc=None):
+ doc = frappe.get_doc("Employee Onboarding", source_name)
+ doc.validate_employee_creation()
+ def set_missing_values(source, target):
+ target.personal_email = frappe.db.get_value("Job Applicant", source.job_applicant, "email_id")
+ target.status = "Active"
+ doc = get_mapped_doc("Employee Onboarding", source_name, {
+ "Employee Onboarding": {
+ "doctype": "Employee",
+ "field_map": {
+ "employee_grade": "grade",
+ }}
+ }, target_doc, set_missing_values)
+ return doc
+
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.js
similarity index 69%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.js
index 81b0f8d..d15cef7 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Onboarding", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Onboarding
+ () => frappe.tests.make('Employee Onboarding', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
similarity index 78%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
index 6978720..b37ae88 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestEmployeeOnboarding(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_onboarding_activity/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_onboarding_activity/__init__.py
diff --git a/erpnext/hr/doctype/employee_onboarding_activity/employee_onboarding_activity.json b/erpnext/hr/doctype/employee_onboarding_activity/employee_onboarding_activity.json
new file mode 100644
index 0000000..4e91b72
--- /dev/null
+++ b/erpnext/hr/doctype/employee_onboarding_activity/employee_onboarding_activity.json
@@ -0,0 +1,290 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-05-09 05:37:18.439763",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "activity_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Activity Name",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "user",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "User",
+ "length": 0,
+ "no_copy": 0,
+ "options": "User",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "role",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Role",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Role",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_3",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval: doc.parenttype == \"Employee Onboarding\"",
+ "fieldname": "completed",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Completed",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "required_for_employee_creation",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Required for Employee Creation",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_6",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "description",
+ "fieldtype": "Text Editor",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Description",
+ "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": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-05-09 06:15:41.768236",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Onboarding Activity",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_onboarding_activity/employee_onboarding_activity.py
similarity index 84%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_onboarding_activity/employee_onboarding_activity.py
index c280254..d170631 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_onboarding_activity/employee_onboarding_activity.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeOnboardingActivity(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_onboarding_template/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_onboarding_template/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/employee_onboarding_template/employee_onboarding_template.js
similarity index 74%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/employee_onboarding_template/employee_onboarding_template.js
index 504da27..2a531f3 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/employee_onboarding_template/employee_onboarding_template.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Employee Onboarding Template', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/employee_onboarding_template/employee_onboarding_template.json b/erpnext/hr/doctype/employee_onboarding_template/employee_onboarding_template.json
new file mode 100644
index 0000000..d0d3a62
--- /dev/null
+++ b/erpnext/hr/doctype/employee_onboarding_template/employee_onboarding_template.json
@@ -0,0 +1,284 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "EOBT.#####",
+ "beta": 0,
+ "creation": "2018-05-09 05:27:02.393377",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Department",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Department",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_7",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "designation",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Designation",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Designation",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_grade",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee Grade",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Grade",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_7",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Activities",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "activities",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Activities",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Boarding Activity",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-09 07:05:21.051519",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Onboarding Template",
+ "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
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "designation",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_onboarding_template/employee_onboarding_template.py
similarity index 84%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_onboarding_template/employee_onboarding_template.py
index c280254..6f1c316 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_onboarding_template/employee_onboarding_template.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeOnboardingTemplate(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_onboarding_template/test_employee_onboarding_template.js
similarity index 65%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_onboarding_template/test_employee_onboarding_template.js
index 81b0f8d..10912ed 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_onboarding_template/test_employee_onboarding_template.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Onboarding Template", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Onboarding Template
+ () => frappe.tests.make('Employee Onboarding Template', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/employee_onboarding_template/test_employee_onboarding_template.py
similarity index 76%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/employee_onboarding_template/test_employee_onboarding_template.py
index 6978720..f4b5b88 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/employee_onboarding_template/test_employee_onboarding_template.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestEmployeeOnboardingTemplate(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_promotion/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_promotion/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/employee_promotion/employee_promotion.js
similarity index 60%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/employee_promotion/employee_promotion.js
index 504da27..54e06f4 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/employee_promotion/employee_promotion.js
@@ -1,7 +1,9 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+{% include 'erpnext/hr/employee_property_update.js' %}
+
+frappe.ui.form.on('Employee Promotion', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/employee_promotion/employee_promotion.json b/erpnext/hr/doctype/employee_promotion/employee_promotion.json
new file mode 100644
index 0000000..1e3081a
--- /dev/null
+++ b/erpnext/hr/doctype/employee_promotion/employee_promotion.json
@@ -0,0 +1,352 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "EP.#####",
+ "beta": 0,
+ "creation": "2018-04-13 18:33:59.476562",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_name",
+ "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": "Employee Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "employee.employee_name",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_3",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "promotion_date",
+ "fieldtype": "Date",
+ "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": "Promotion Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "details_section",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee Promotion Details",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "promotion_details",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee Promotion Detail",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Property History",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Employee Promotion",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-27 17:31:26.902394",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Promotion",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "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": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 0
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 0,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_promotion/employee_promotion.py b/erpnext/hr/doctype/employee_promotion/employee_promotion.py
new file mode 100644
index 0000000..5fcceed
--- /dev/null
+++ b/erpnext/hr/doctype/employee_promotion/employee_promotion.py
@@ -0,0 +1,30 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from frappe.utils import getdate
+from erpnext.hr.utils import update_employee
+
+class EmployeePromotion(Document):
+ def validate(self):
+ if frappe.get_value("Employee", self.employee, "status") == "Left":
+ frappe.throw(_("Cannot promote Employee with status Left"))
+
+ def before_submit(self):
+ if getdate(self.promotion_date) > getdate():
+ frappe.throw(_("Employee Promotion cannot be submitted before Promotion Date "),
+ frappe.DocstatusTransitionError)
+
+ def on_submit(self):
+ employee = frappe.get_doc("Employee", self.employee)
+ employee = update_employee(employee, self.promotion_details)
+ employee.save()
+
+ def on_cancel(self):
+ employee = frappe.get_doc("Employee", self.employee)
+ employee = update_employee(employee, self.promotion_details, True)
+ employee.save()
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_promotion/test_employee_promotion.js
similarity index 69%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_promotion/test_employee_promotion.js
index 81b0f8d..5f0a5ba 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_promotion/test_employee_promotion.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Promotion", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Promotion
+ () => frappe.tests.make('Employee Promotion', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/employee_promotion/test_employee_promotion.py b/erpnext/hr/doctype/employee_promotion/test_employee_promotion.py
new file mode 100644
index 0000000..420bbe6
--- /dev/null
+++ b/erpnext/hr/doctype/employee_promotion/test_employee_promotion.py
@@ -0,0 +1,35 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+from frappe.utils import getdate, add_days
+from erpnext.hr.doctype.salary_structure.test_salary_structure import make_employee
+
+class TestEmployeePromotion(unittest.TestCase):
+ def setUp(self):
+ self.employee = make_employee("employee@promotions.com")
+ frappe.db.sql("""delete from `tabEmployee Promotion`""")
+
+ def test_submit_before_promotion_date(self):
+ promotion_obj = frappe.get_doc({
+ "doctype": "Employee Promotion",
+ "employee": self.employee,
+ "promotion_details" :[
+ {
+ "property": "Designation",
+ "current": "Software Developer",
+ "new": "Project Manager",
+ "fieldname": "designation"
+ }
+ ]
+ })
+ promotion_obj.promotion_date = add_days(getdate(), 1)
+ promotion_obj.save()
+ self.assertRaises(frappe.DocstatusTransitionError, promotion_obj.submit)
+ promotion = frappe.get_doc("Employee Promotion", promotion_obj.name)
+ promotion.promotion_date = getdate()
+ promotion.submit()
+ self.assertEqual(promotion.docstatus, 1)
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_property_history/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_property_history/__init__.py
diff --git a/erpnext/hr/doctype/employee_property_history/employee_property_history.json b/erpnext/hr/doctype/employee_property_history/employee_property_history.json
new file mode 100644
index 0000000..0a51579
--- /dev/null
+++ b/erpnext/hr/doctype/employee_property_history/employee_property_history.json
@@ -0,0 +1,161 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-13 18:24:30.579965",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 4,
+ "fieldname": "property",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Property",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 3,
+ "fieldname": "current",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Current",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 3,
+ "fieldname": "new",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "New",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "fieldname",
+ "fieldtype": "Data",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Field Name",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-05-02 18:19:54.436391",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Property History",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_property_history/employee_property_history.py
similarity index 85%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_property_history/employee_property_history.py
index c280254..fb67852 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_property_history/employee_property_history.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeePropertyHistory(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_separation/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_separation/__init__.py
diff --git a/erpnext/hr/doctype/employee_separation/employee_separation.js b/erpnext/hr/doctype/employee_separation/employee_separation.js
new file mode 100644
index 0000000..3383079
--- /dev/null
+++ b/erpnext/hr/doctype/employee_separation/employee_separation.js
@@ -0,0 +1,49 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Employee Separation', {
+ setup: function(frm) {
+ frm.add_fetch("employee_separation_template", "company", "company");
+ frm.add_fetch("employee_separation_template", "department", "department");
+ frm.add_fetch("employee_separation_template", "designation", "designation");
+ frm.add_fetch("employee_separation_template", "employee_grade", "employee_grade");
+ },
+
+ refresh: function(frm) {
+ if (frm.doc.employee) {
+ frm.add_custom_button(__('Employee'), function() {
+ frappe.set_route("Form", "Employee", frm.doc.employee);
+ },__("View"));
+ }
+ if (frm.doc.project) {
+ frm.add_custom_button(__('Project'), function() {
+ frappe.set_route("Form", "Project", frm.doc.project);
+ },__("View"));
+ frm.add_custom_button(__('Task'), function() {
+ frappe.set_route('List', 'Task', {project: frm.doc.project});
+ },__("View"));
+ }
+ },
+
+ employee_separation_template: function(frm) {
+ frm.set_value("activities" ,"");
+ if (frm.doc.employee_separation_template) {
+ frappe.call({
+ method: "erpnext.hr.utils.get_onboarding_details",
+ args: {
+ "parent": frm.doc.employee_separation_template,
+ "parenttype": "Employee Separation Template"
+ },
+ callback: function(r) {
+ if (r.message) {
+ $.each(r.message, function(i, d) {
+ var row = frappe.model.add_child(frm.doc, "Employee Boarding Activity", "activities");
+ $.extend(row, d);
+ });
+ }
+ refresh_field("activities");
+ }
+ });
+ }
+ }
+});
diff --git a/erpnext/hr/doctype/employee_separation/employee_separation.json b/erpnext/hr/doctype/employee_separation/employee_separation.json
new file mode 100644
index 0000000..7d9cfb1
--- /dev/null
+++ b/erpnext/hr/doctype/employee_separation/employee_separation.json
@@ -0,0 +1,567 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "ES.#####",
+ "beta": 0,
+ "creation": "2018-05-10 02:29:16.740490",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "employee.employee_name",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "resignation_letter_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Resignation Letter Date",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 1,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "boarding_status",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Status",
+ "length": 0,
+ "no_copy": 0,
+ "options": "\nPending\nIn Process\nCompleted",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "project",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Project",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Project",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_7",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_separation_template",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee Separation Template",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Separation Template",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Department",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Department",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "designation",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Designation",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Designation",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_grade",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee Grade",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Grade",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "table_for_activity",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 1,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "activities",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Activities",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Boarding Activity",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_14",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "exit_interview",
+ "fieldtype": "Text Editor",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Exit Interview Summary",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Employee Separation",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-10 06:34:53.649332",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Separation",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_separation/employee_separation.py b/erpnext/hr/doctype/employee_separation/employee_separation.py
new file mode 100644
index 0000000..b908b63
--- /dev/null
+++ b/erpnext/hr/doctype/employee_separation/employee_separation.py
@@ -0,0 +1,16 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+from erpnext.hr.utils import EmployeeBoardingController
+
+class EmployeeSeparation(EmployeeBoardingController):
+ def validate(self):
+ super(EmployeeSeparation, self).validate()
+
+ def on_submit(self):
+ super(EmployeeSeparation, self).on_submit()
+
+ def on_cancel(self):
+ super(EmployeeSeparation, self).on_cancel()
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_separation/test_employee_separation.js
similarity index 69%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_separation/test_employee_separation.js
index 81b0f8d..d6c6359 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_separation/test_employee_separation.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Separation", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Separation
+ () => frappe.tests.make('Employee Separation', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/employee_separation/test_employee_separation.py
similarity index 78%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/employee_separation/test_employee_separation.py
index 6978720..0773fb6 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/employee_separation/test_employee_separation.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestEmployeeSeparation(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_separation_template/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_separation_template/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/employee_separation_template/employee_separation_template.js
similarity index 74%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/employee_separation_template/employee_separation_template.js
index 504da27..172ff9f 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/employee_separation_template/employee_separation_template.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Employee Separation Template', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/employee_separation_template/employee_separation_template.json b/erpnext/hr/doctype/employee_separation_template/employee_separation_template.json
new file mode 100644
index 0000000..f1f440a
--- /dev/null
+++ b/erpnext/hr/doctype/employee_separation_template/employee_separation_template.json
@@ -0,0 +1,284 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "EST.#####",
+ "beta": 0,
+ "creation": "2018-05-09 06:31:44.498557",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Department",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Department",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_7",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "designation",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Designation",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Designation",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_grade",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee Grade",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Grade",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_7",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Activities",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "activities",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Activities",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Boarding Activity",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-09 07:05:30.792336",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Separation Template",
+ "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
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "designation",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_separation_template/employee_separation_template.py
similarity index 84%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_separation_template/employee_separation_template.py
index c280254..0508fc4 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_separation_template/employee_separation_template.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeSeparationTemplate(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_separation_template/test_employee_separation_template.js
similarity index 65%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_separation_template/test_employee_separation_template.js
index 81b0f8d..66fd450 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_separation_template/test_employee_separation_template.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Separation Template", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Separation Template
+ () => frappe.tests.make('Employee Separation Template', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/employee_separation_template/test_employee_separation_template.py
similarity index 76%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/employee_separation_template/test_employee_separation_template.py
index 6978720..3fd3d39 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/employee_separation_template/test_employee_separation_template.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestEmployeeSeparationTemplate(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_tax_exemption_category/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_tax_exemption_category/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/employee_tax_exemption_category/employee_tax_exemption_category.js
similarity index 73%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/employee_tax_exemption_category/employee_tax_exemption_category.js
index 504da27..1df609f 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/employee_tax_exemption_category/employee_tax_exemption_category.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Employee Tax Exemption Category', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/employee_tax_exemption_category/employee_tax_exemption_category.json b/erpnext/hr/doctype/employee_tax_exemption_category/employee_tax_exemption_category.json
new file mode 100644
index 0000000..9a4c181
--- /dev/null
+++ b/erpnext/hr/doctype/employee_tax_exemption_category/employee_tax_exemption_category.json
@@ -0,0 +1,194 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "Prompt",
+ "beta": 0,
+ "creation": "2018-04-13 16:51:36.971140",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "deduction_component",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Deduction Component",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Salary Component",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "max_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Max Amount",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "is_active",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Active",
+ "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": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-13 19:29:34.579934",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Tax Exemption 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": "HR 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": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_tax_exemption_category/employee_tax_exemption_category.py
similarity index 83%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_tax_exemption_category/employee_tax_exemption_category.py
index c280254..4f705db 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_tax_exemption_category/employee_tax_exemption_category.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeTaxExemptionCategory(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_tax_exemption_category/test_employee_tax_exemption_category.js
similarity index 64%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_tax_exemption_category/test_employee_tax_exemption_category.js
index 81b0f8d..e0e43c3 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_tax_exemption_category/test_employee_tax_exemption_category.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Tax Exemption Category", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Tax Exemption Category
+ () => frappe.tests.make('Employee Tax Exemption Category', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/employee_tax_exemption_category/test_employee_tax_exemption_category.py
similarity index 75%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/employee_tax_exemption_category/test_employee_tax_exemption_category.py
index 6978720..669fb71 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/employee_tax_exemption_category/test_employee_tax_exemption_category.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestEmployeeTaxExemptionCategory(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_tax_exemption_declaration/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_tax_exemption_declaration/__init__.py
diff --git a/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.js b/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.js
new file mode 100644
index 0000000..b31bf0e
--- /dev/null
+++ b/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.js
@@ -0,0 +1,39 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Employee Tax Exemption Declaration', {
+ setup: function(frm) {
+ frm.set_query('employee', function() {
+ return {
+ filters: {
+ 'status': "Active"
+ }
+ }
+ });
+ frm.set_query('payroll_period', function() {
+ if(frm.doc.employee && frm.doc.company){
+ return {
+ filters: {
+ 'company': frm.doc.company
+ }
+ }
+ }else {
+ frappe.msgprint(__("Please select Employee"));
+ }
+ });
+ frm.set_query('exemption_sub_category', 'declarations', function() {
+ return {
+ filters: {
+ 'is_active': 1
+ }
+ }
+ });
+ },
+ employee: function(frm){
+ if(frm.doc.employee){
+ frm.add_fetch('employee', 'company', 'company');
+ }else{
+ frm.set_value('company', '');
+ }
+ }
+});
diff --git a/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.json b/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.json
new file mode 100644
index 0000000..3c361ee
--- /dev/null
+++ b/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.json
@@ -0,0 +1,335 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "ETED.#####",
+ "beta": 0,
+ "creation": "2018-04-13 16:53:36.175504",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_2",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "payroll_period",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Payroll Period",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Payroll Period",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Employee Tax Exemption Declaration",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_4",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "declarations",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Declarations",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Tax Exemption Declaration Category",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-10 13:26:25.241545",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Tax Exemption Declaration",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "apply_user_permissions": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "apply_user_permissions": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "apply_user_permissions": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "apply_user_permissions": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.py b/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.py
new file mode 100644
index 0000000..52746d4
--- /dev/null
+++ b/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.py
@@ -0,0 +1,21 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+from frappe import _
+from erpnext.hr.utils import validate_tax_declaration
+
+class EmployeeTaxExemptionDeclaration(Document):
+ def validate(self):
+ validate_tax_declaration(self.declarations)
+
+ def before_submit(self):
+ if frappe.db.exists({"doctype": "Employee Tax Exemption Declaration",
+ "employee": self.employee,
+ "payroll_period": self.payroll_period,
+ "docstatus": 1}):
+ frappe.throw(_("Tax Declaration of {0} for period {1} already submitted.")\
+ .format(self.employee, self.payroll_period), frappe.DocstatusTransitionError)
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.js
similarity index 63%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.js
index 81b0f8d..274a3a3 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Tax Exemption Declaration", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Tax Exemption Declaration
+ () => frappe.tests.make('Employee Tax Exemption Declaration', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.py b/erpnext/hr/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.py
new file mode 100644
index 0000000..84970d8
--- /dev/null
+++ b/erpnext/hr/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.py
@@ -0,0 +1,114 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+from erpnext.hr.doctype.salary_structure.test_salary_structure import make_employee
+
+class TestEmployeeTaxExemptionDeclaration(unittest.TestCase):
+ def setup(self):
+ make_employee("employee@taxexepmtion.com")
+ make_employee("employee1@taxexepmtion.com")
+ create_payroll_period()
+ create_exemption_category()
+ frappe.db.sql("""delete from `tabEmployee Tax Exemption Declaration`""")
+
+ def test_exemption_amount_greater_than_category_max(self):
+ declaration = frappe.get_doc({
+ "doctype": "Employee Tax Exemption Declaration",
+ "employee": frappe.get_value("Employee", {"user_id":"employee@taxexepmtion.com"}, "name"),
+ "payroll_period": "Test Payroll Period",
+ "declarations": [dict(exemption_sub_category = "_Test Sub Category",
+ exemption_category = "_Test Category",
+ amount = 150000)]
+ })
+ self.assertRaises(frappe.ValidationError, declaration.save)
+ declaration = frappe.get_doc({
+ "doctype": "Employee Tax Exemption Declaration",
+ "payroll_period": "Test Payroll Period",
+ "employee": frappe.get_value("Employee", {"user_id":"employee@taxexepmtion.com"}, "name"),
+ "declarations": [dict(exemption_sub_category = "_Test Sub Category",
+ exemption_category = "_Test Category",
+ amount = 90000)]
+ })
+ self.assertTrue(declaration.save)
+
+ def test_duplicate_category_in_declaration(self):
+ declaration = frappe.get_doc({
+ "doctype": "Employee Tax Exemption Declaration",
+ "employee": frappe.get_value("Employee", {"user_id":"employee@taxexepmtion.com"}, "name"),
+ "payroll_period": "Test Payroll Period",
+ "declarations": [dict(exemption_sub_category = "_Test Sub Category",
+ exemption_category = "_Test Category",
+ amount = 100000),
+ dict(exemption_sub_category = "_Test Sub Category",
+ exemption_category = "_Test Category",
+ amount = 50000),
+ ]
+ })
+ self.assertRaises(frappe.ValidationError, declaration.save)
+
+ def test_duplicate_submission_for_payroll_period(self):
+ declaration = frappe.get_doc({
+ "doctype": "Employee Tax Exemption Declaration",
+ "employee": frappe.get_value("Employee", {"user_id":"employee@taxexepmtion.com"}, "name"),
+ "payroll_period": "Test Payroll Period",
+ "declarations": [dict(exemption_sub_category = "_Test Sub Category",
+ exemption_category = "_Test Category",
+ amount = 100000),
+ dict(exemption_sub_category = "_Test1 Sub Category",
+ exemption_category = "_Test Category",
+ amount = 50000),
+ ]
+ })
+ self.assertTrue(declaration.submit)
+ duplicate_declaration = frappe.get_doc({
+ "doctype": "Employee Tax Exemption Declaration",
+ "employee": frappe.get_value("Employee", {"user_id":"employee@taxexepmtion.com"}, "name"),
+ "payroll_period": "Test Payroll Period",
+ "declarations": [dict(exemption_sub_category = "_Test Sub Category",
+ exemption_category = "_Test Category",
+ amount = 100000)
+ ]
+ })
+ self.assertRaises(frappe.DocstatusTransitionError, duplicate_declaration.submit)
+ duplicate_declaration.employee = frappe.get_value("Employee", {"user_id":"employee1@taxexepmtion.com"}, "name")
+ self.assertTrue(duplicate_declaration.submit)
+
+def create_payroll_period():
+ if not frappe.db.exists("Payroll Period", "_Test Payroll Period"):
+ from datetime import date
+ payroll_period = frappe.get_doc(dict(
+ doctype = 'Payroll Period',
+ name = "_Test Payroll Period",
+ company = "_Test Company",
+ periods = [
+ dict(start_date = date(date.today().year, 1, 1),
+ end_date = date(date.today().year, 12, 31))
+ ]
+ )).insert()
+
+def create_exemption_category():
+ if not frappe.db.exists("Employee Tax Exemption Category", "_Test Category"):
+ category = frappe.get_doc({
+ "doctype": "Employee Tax Exemption Category",
+ "name": "_Test Category",
+ "deduction_component": "_Test Tax",
+ "max_amount": 100000
+ }).insert()
+ if not frappe.db.exists("Employee Tax Exemption Sub Category", "_Test Category"):
+ frappe.get_doc({
+ "doctype": "Employee Tax Exemption Sub Category",
+ "name": "_Test Sub Category",
+ "exemption_category": "_Test Category",
+ "max_amount": 100000
+ }).insert()
+ if not frappe.db.exists("Employee Tax Exemption Sub Category", "_Test Category"):
+ frappe.get_doc({
+ "doctype": "Employee Tax Exemption Sub Category",
+ "name": "_Test1 Sub Category",
+ "exemption_category": "_Test Category",
+ "max_amount": 50000
+ }).insert()
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_tax_exemption_declaration_category/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_tax_exemption_declaration_category/__init__.py
diff --git a/erpnext/hr/doctype/employee_tax_exemption_declaration_category/employee_tax_exemption_declaration_category.json b/erpnext/hr/doctype/employee_tax_exemption_declaration_category/employee_tax_exemption_declaration_category.json
new file mode 100644
index 0000000..bdaf9bf
--- /dev/null
+++ b/erpnext/hr/doctype/employee_tax_exemption_declaration_category/employee_tax_exemption_declaration_category.json
@@ -0,0 +1,133 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-13 16:56:23.333041",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "exemption_sub_category",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Exemption Sub Category",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Tax Exemption Sub Category",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "exemption_category",
+ "fieldtype": "Read Only",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Exemption Category",
+ "length": 0,
+ "no_copy": 0,
+ "options": "exemption_sub_category.exemption_category",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Amount",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-05-09 13:30:44.363393",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Tax Exemption Declaration Category",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_tax_exemption_declaration_category/employee_tax_exemption_declaration_category.py
similarity index 80%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_tax_exemption_declaration_category/employee_tax_exemption_declaration_category.py
index c280254..362677e 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_tax_exemption_declaration_category/employee_tax_exemption_declaration_category.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeTaxExemptionDeclarationCategory(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_tax_exemption_proof_submission/__init__.py
diff --git a/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.js b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.js
new file mode 100644
index 0000000..99bec14
--- /dev/null
+++ b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.js
@@ -0,0 +1,39 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Employee Tax Exemption Proof Submission', {
+ setup: function(frm) {
+ frm.set_query('employee', function() {
+ return {
+ filters: {
+ 'status': "Active"
+ }
+ }
+ });
+ frm.set_query('payroll_period', function() {
+ if(frm.doc.employee && frm.doc.company){
+ return {
+ filters: {
+ 'company': frm.doc.company
+ }
+ }
+ }else {
+ frappe.msgprint(__("Please select Employee"));
+ }
+ });
+ frm.set_query('exemption_sub_category', 'tax_exemption_proofs', function() {
+ return {
+ filters: {
+ 'is_active': 1
+ }
+ }
+ });
+ },
+ employee: function(frm){
+ if(frm.doc.employee){
+ frm.add_fetch('employee', 'company', 'company');
+ }else{
+ frm.set_value('company', '');
+ }
+ }
+});
diff --git a/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.json b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.json
new file mode 100644
index 0000000..51f23aa
--- /dev/null
+++ b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.json
@@ -0,0 +1,425 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "ETEPS.#####",
+ "beta": 0,
+ "creation": "2018-04-13 17:24:11.456132",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_2",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "payroll_period",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Payroll Period",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Payroll Period",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "processed_in_payroll",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Processed in Payroll",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_5",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "tax_exemption_proofs",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Tax Exemption Proofs",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Tax Exemption Proof Submission Detail",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "attachment_section",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "attachments",
+ "fieldtype": "Attach",
+ "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": "Attachments",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Employee Tax Exemption Proof Submission",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-10 13:26:53.030547",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Tax Exemption Proof Submission",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "apply_user_permissions": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "apply_user_permissions": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "apply_user_permissions": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "apply_user_permissions": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.py b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.py
new file mode 100644
index 0000000..a0c003c
--- /dev/null
+++ b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.py
@@ -0,0 +1,21 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+from frappe import _
+from erpnext.hr.utils import validate_tax_declaration
+
+class EmployeeTaxExemptionProofSubmission(Document):
+ def validate(self):
+ validate_tax_declaration(self.tax_exemption_proofs)
+ #TODO: allow multiple?
+ # def before_submit(self):
+ # if frappe.db.exists({"doctype": "Employee Tax Exemption Proof Submission",
+ # "employee": self.employee,
+ # "payroll_period": self.payroll_period,
+ # "docstatus": 1}):
+ # frappe.throw(_("Proof Submission of {0} for period {1} already submitted.")\
+ # .format(self.employee, self.payroll_period), frappe.DocstatusTransitionError)
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/test_employee_tax_exemption_proof_submission.js
similarity index 61%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_tax_exemption_proof_submission/test_employee_tax_exemption_proof_submission.js
index 81b0f8d..cec7508 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/test_employee_tax_exemption_proof_submission.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Tax Exemption Proof Submission", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Tax Exemption Proof Submission
+ () => frappe.tests.make('Employee Tax Exemption Proof Submission', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/employee_tax_exemption_proof_submission/test_employee_tax_exemption_proof_submission.py b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/test_employee_tax_exemption_proof_submission.py
new file mode 100644
index 0000000..4b5777b
--- /dev/null
+++ b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/test_employee_tax_exemption_proof_submission.py
@@ -0,0 +1,54 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+from erpnext.hr.doctype.employee_tax_exemption_declaration.test_employee_tax_exemption_declaration import create_exemption_category, create_payroll_period
+
+class TestEmployeeTaxExemptionProofSubmission(unittest.TestCase):
+ def setup(self):
+ make_employee("employee@proofsubmission.com")
+ create_payroll_period()
+ create_exemption_category()
+ frappe.db.sql("""delete from `tabEmployee Tax Exemption Proof Submission`""")
+
+ def test_exemption_amount_lesser_than_category_max(self):
+ declaration = frappe.get_doc({
+ "doctype": "Employee Tax Exemption Proof Submission",
+ "employee": frappe.get_value("Employee", {"user_id":"employee@proofsubmission.com"}, "name"),
+ "payroll_period": "Test Payroll Period",
+ "tax_exemption_proofs": [dict(exemption_sub_category = "_Test Sub Category",
+ type_of_proof = "Test Proof",
+ exemption_category = "_Test Category",
+ amount = 150000)]
+ })
+ self.assertRaises(frappe.ValidationError, declaration.save)
+ declaration = frappe.get_doc({
+ "doctype": "Employee Tax Exemption Proof Submission",
+ "payroll_period": "Test Payroll Period",
+ "employee": frappe.get_value("Employee", {"user_id":"employee@proofsubmission.com"}, "name"),
+ "tax_exemption_proofs": [dict(exemption_sub_category = "_Test Sub Category",
+ type_of_proof = "Test Proof",
+ exemption_category = "_Test Category",
+ amount = 100000)]
+ })
+ self.assertTrue(declaration.save)
+ self.assertTrue(declaration.submit)
+
+ def test_duplicate_category_in_proof_submission(self):
+ declaration = frappe.get_doc({
+ "doctype": "Employee Tax Exemption Proof Submission",
+ "employee": frappe.get_value("Employee", {"user_id":"employee@proofsubmission.com"}, "name"),
+ "payroll_period": "Test Payroll Period",
+ "tax_exemption_proofs": [dict(exemption_sub_category = "_Test Sub Category",
+ exemption_category = "_Test Category",
+ type_of_proof = "Test Proof",
+ amount = 100000),
+ dict(exemption_sub_category = "_Test Sub Category",
+ exemption_category = "_Test Category",
+ amount = 50000),
+ ]
+ })
+ self.assertRaises(frappe.ValidationError, declaration.save)
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_tax_exemption_proof_submission_detail/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_tax_exemption_proof_submission_detail/__init__.py
diff --git a/erpnext/hr/doctype/employee_tax_exemption_proof_submission_detail/employee_tax_exemption_proof_submission_detail.json b/erpnext/hr/doctype/employee_tax_exemption_proof_submission_detail/employee_tax_exemption_proof_submission_detail.json
new file mode 100644
index 0000000..3725900
--- /dev/null
+++ b/erpnext/hr/doctype/employee_tax_exemption_proof_submission_detail/employee_tax_exemption_proof_submission_detail.json
@@ -0,0 +1,164 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-13 17:19:03.006149",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "exemption_sub_category",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Exemption Sub Category",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Tax Exemption Sub Category",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "exemption_category",
+ "fieldtype": "Read Only",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Exemption Category",
+ "length": 0,
+ "no_copy": 0,
+ "options": "exemption_sub_category.exemption_category",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "type_of_proof",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Type of Proof",
+ "length": 0,
+ "no_copy": 0,
+ "options": "",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Amount",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-05-09 13:53:22.563316",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Tax Exemption Proof Submission Detail",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_tax_exemption_proof_submission_detail/employee_tax_exemption_proof_submission_detail.py
similarity index 80%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_tax_exemption_proof_submission_detail/employee_tax_exemption_proof_submission_detail.py
index c280254..c5d1a8f 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_tax_exemption_proof_submission_detail/employee_tax_exemption_proof_submission_detail.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeTaxExemptionProofSubmissionDetail(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_tax_exemption_sub_category/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_tax_exemption_sub_category/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/employee_tax_exemption_sub_category/employee_tax_exemption_sub_category.js
similarity index 71%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/employee_tax_exemption_sub_category/employee_tax_exemption_sub_category.js
index 504da27..8a83a27 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/employee_tax_exemption_sub_category/employee_tax_exemption_sub_category.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Employee Tax Exemption Sub Category', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/employee_tax_exemption_sub_category/employee_tax_exemption_sub_category.json b/erpnext/hr/doctype/employee_tax_exemption_sub_category/employee_tax_exemption_sub_category.json
new file mode 100644
index 0000000..dc99785
--- /dev/null
+++ b/erpnext/hr/doctype/employee_tax_exemption_sub_category/employee_tax_exemption_sub_category.json
@@ -0,0 +1,194 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "Prompt",
+ "beta": 0,
+ "creation": "2018-05-09 12:47:26.983095",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "exemption_category",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Tax Exemption Category",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Tax Exemption Category",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "max_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Max Amount",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "is_active",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Active",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-09 13:25:01.595240",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Tax Exemption Sub Category",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_tax_exemption_sub_category/employee_tax_exemption_sub_category.py
similarity index 82%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_tax_exemption_sub_category/employee_tax_exemption_sub_category.py
index c280254..cd58136 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_tax_exemption_sub_category/employee_tax_exemption_sub_category.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeTaxExemptionSubCategory(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_tax_exemption_sub_category/test_employee_tax_exemption_sub_category.js
similarity index 62%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_tax_exemption_sub_category/test_employee_tax_exemption_sub_category.js
index 81b0f8d..8a1a6d1 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_tax_exemption_sub_category/test_employee_tax_exemption_sub_category.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Tax Exemption Sub Category", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Tax Exemption Sub Category
+ () => frappe.tests.make('Employee Tax Exemption Sub Category', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/employee_tax_exemption_sub_category/test_employee_tax_exemption_sub_category.py
similarity index 74%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/employee_tax_exemption_sub_category/test_employee_tax_exemption_sub_category.py
index 6978720..5d705567 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/employee_tax_exemption_sub_category/test_employee_tax_exemption_sub_category.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestEmployeeTaxExemptionSubCategory(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_transfer/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_transfer/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/employee_transfer/employee_transfer.js
similarity index 61%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/employee_transfer/employee_transfer.js
index 504da27..af751a7 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/employee_transfer/employee_transfer.js
@@ -1,7 +1,9 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+{% include 'erpnext/hr/employee_property_update.js' %}
+
+frappe.ui.form.on('Employee Transfer', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/employee_transfer/employee_transfer.json b/erpnext/hr/doctype/employee_transfer/employee_transfer.json
new file mode 100644
index 0000000..ace9f93
--- /dev/null
+++ b/erpnext/hr/doctype/employee_transfer/employee_transfer.json
@@ -0,0 +1,469 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "ET.#####",
+ "beta": 0,
+ "creation": "2018-04-13 18:20:01.603830",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_name",
+ "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": "Employee Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "employee.employee_name",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "transfer_date",
+ "fieldtype": "Date",
+ "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": "Transfer Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_3",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "new_company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "New Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "details_section",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee Transfer Details",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "transfer_details",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee Transfer Detail",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Property History",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "reallocate_leaves",
+ "fieldtype": "Check",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Re-allocate Leaves",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "create_new_employee_id",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Create New Employee Id",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 1,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "new_employee_id",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "New Employee ID",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Employee Transfer",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-05 13:10:32.660537",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Transfer",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 0,
+ "apply_user_permissions": 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": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 0
+ },
+ {
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 0,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "apply_user_permissions": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_transfer/employee_transfer.py b/erpnext/hr/doctype/employee_transfer/employee_transfer.py
new file mode 100644
index 0000000..b58d334
--- /dev/null
+++ b/erpnext/hr/doctype/employee_transfer/employee_transfer.py
@@ -0,0 +1,66 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from frappe.utils import getdate
+from erpnext.hr.utils import update_employee
+
+class EmployeeTransfer(Document):
+ def validate(self):
+ if frappe.get_value("Employee", self.employee, "status") == "Left":
+ frappe.throw(_("Cannot transfer Employee with status Left"))
+ if self.new_company and self.company == self.new_company:
+ frappe.throw_("New Company must be different from current company")
+
+ def before_submit(self):
+ if getdate(self.transfer_date) > getdate():
+ frappe.throw(_("Employee Transfer cannot be submitted before Transfer Date "),
+ frappe.DocstatusTransitionError)
+
+ def on_submit(self):
+ employee = frappe.get_doc("Employee", self.employee)
+ if self.create_new_employee_id:
+ new_employee = frappe.copy_doc(employee)
+ new_employee.name = None
+ new_employee.employee_number = None
+ new_employee = update_employee(new_employee, self.transfer_details)
+ if self.new_company:
+ new_employee.company = self.new_company
+ #move user_id to new employee before insert
+ if employee.user_id and not self.validate_user_in_details():
+ new_employee.user_id = employee.user_id
+ employee.db_set("user_id", "")
+ new_employee.insert()
+ self.db_set("new_employee_id", new_employee.name)
+ #relieve the old employee
+ employee.db_set("relieving_date", self.transfer_date)
+ employee.db_set("status", "Left")
+ else:
+ employee = update_employee(employee, self.transfer_details)
+ if self.new_company:
+ employee.company = self.new_company
+ employee.save()
+
+ def on_cancel(self):
+ employee = frappe.get_doc("Employee", self.employee)
+ if self.create_new_employee_id:
+ if self.new_employee_id:
+ frappe.throw(_("Please delete the Employee <a href='#Form/Employee/{0}'>{0}</a>\
+ to cancel this document").format(self.new_employee_id))
+ #mark the employee as active
+ employee.status = "Active"
+ employee.relieving_date = ''
+ employee.save()
+ else:
+ employee = update_employee(employee, self.transfer_details, True)
+ employee.save()
+
+ def validate_user_in_details(self):
+ for item in self.transfer_details:
+ if item.fieldname == "user_id" and item.new != item.current:
+ return True
+ return False
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_transfer/test_employee_transfer.js
similarity index 69%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_transfer/test_employee_transfer.js
index 81b0f8d..05a3e1a 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_transfer/test_employee_transfer.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Transfer", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Transfer
+ () => frappe.tests.make('Employee Transfer', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/employee_transfer/test_employee_transfer.py b/erpnext/hr/doctype/employee_transfer/test_employee_transfer.py
new file mode 100644
index 0000000..3dae1a9
--- /dev/null
+++ b/erpnext/hr/doctype/employee_transfer/test_employee_transfer.py
@@ -0,0 +1,56 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+from frappe.utils import getdate, add_days
+from erpnext.hr.doctype.salary_structure.test_salary_structure import make_employee
+
+class TestEmployeeTransfer(unittest.TestCase):
+ def setUp(self):
+ make_employee("employee2@transfers.com")
+ make_employee("employee3@transfers.com")
+ frappe.db.sql("""delete from `tabEmployee Transfer`""")
+
+ def test_submit_before_transfer_date(self):
+ transfer_obj = frappe.get_doc({
+ "doctype": "Employee Transfer",
+ "employee": frappe.get_value("Employee", {"user_id":"employee2@transfers.com"}, "name"),
+ "transfer_details" :[
+ {
+ "property": "Designation",
+ "current": "Software Developer",
+ "new": "Project Manager",
+ "fieldname": "designation"
+ }
+ ]
+ })
+ transfer_obj.transfer_date = add_days(getdate(), 1)
+ transfer_obj.save()
+ self.assertRaises(frappe.DocstatusTransitionError, transfer_obj.submit)
+ transfer = frappe.get_doc("Employee Transfer", transfer_obj.name)
+ transfer.transfer_date = getdate()
+ transfer.submit()
+ self.assertEqual(transfer.docstatus, 1)
+
+ def test_new_employee_creation(self):
+ transfer = frappe.get_doc({
+ "doctype": "Employee Transfer",
+ "employee": frappe.get_value("Employee", {"user_id":"employee3@transfers.com"}, "name"),
+ "create_new_employee_id": 1,
+ "transfer_date": getdate(),
+ "transfer_details" :[
+ {
+ "property": "Designation",
+ "current": "Software Developer",
+ "new": "Project Manager",
+ "fieldname": "designation"
+ }
+ ]
+ }).insert()
+ transfer.submit()
+ self.assertTrue(transfer.new_employee_id)
+ self.assertEqual(frappe.get_value("Employee", transfer.new_employee_id, "status"), "Active")
+ self.assertEqual(frappe.get_value("Employee", transfer.employee, "status"), "Left")
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/employee_transfer_property/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/employee_transfer_property/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/employee_transfer_property/employee_transfer_property.js
similarity index 75%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/employee_transfer_property/employee_transfer_property.js
index 504da27..9987c82 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/employee_transfer_property/employee_transfer_property.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Employee Transfer Property', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/employee_transfer_property/employee_transfer_property.json b/erpnext/hr/doctype/employee_transfer_property/employee_transfer_property.json
new file mode 100644
index 0000000..829169d
--- /dev/null
+++ b/erpnext/hr/doctype/employee_transfer_property/employee_transfer_property.json
@@ -0,0 +1,154 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-13 18:24:30.579965",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "property",
+ "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": "Property",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "current",
+ "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": "Current",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "new",
+ "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": "New",
+ "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": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-13 18:25:54.889579",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Transfer Property",
+ "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
+ }
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/employee_transfer_property/employee_transfer_property.py
similarity index 84%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/employee_transfer_property/employee_transfer_property.py
index c280254..1a665dc 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/employee_transfer_property/employee_transfer_property.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class EmployeeTransferProperty(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/employee_transfer_property/test_employee_transfer_property.js
similarity index 66%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/employee_transfer_property/test_employee_transfer_property.js
index 81b0f8d..00a334a 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/employee_transfer_property/test_employee_transfer_property.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Employee Transfer Property", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Employee Transfer Property
+ () => frappe.tests.make('Employee Transfer Property', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/employee_transfer_property/test_employee_transfer_property.py
similarity index 76%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/employee_transfer_property/test_employee_transfer_property.py
index 6978720..39c20a6 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/employee_transfer_property/test_employee_transfer_property.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestEmployeeTransferProperty(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.json b/erpnext/hr/doctype/health_insurance/health_insurance.json
deleted file mode 100644
index 301f0e5..0000000
--- a/erpnext/hr/doctype/health_insurance/health_insurance.json
+++ /dev/null
@@ -1,115 +0,0 @@
-{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 0,
- "allow_rename": 1,
- "autoname": "field:health_insurance_name",
- "beta": 0,
- "creation": "2017-03-27 14:32:51.628588",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Document",
- "editable_grid": 1,
- "engine": "InnoDB",
- "fields": [
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "health_insurance_name",
- "fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 0,
- "label": "Health Insurance Name",
- "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": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- }
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "idx": 0,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2018-03-13 08:19:33.710429",
- "modified_by": "Administrator",
- "module": "HR",
- "name": "Health Insurance",
- "name_case": "",
- "owner": "Administrator",
- "permissions": [
- {
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "HR Manager",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
- "write": 1
- },
- {
- "amend": 0,
- "apply_user_permissions": 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": "HR User",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
- "write": 0
- }
- ],
- "quick_entry": 1,
- "read_only": 0,
- "read_only_onload": 0,
- "show_name_in_global_search": 0,
- "sort_field": "modified",
- "sort_order": "DESC",
- "title_field": "health_insurance_name",
- "track_changes": 1,
- "track_seen": 0
-}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/job_opening/job_opening.js b/erpnext/hr/doctype/job_opening/job_opening.js
index e69de29..7b0e447 100644
--- a/erpnext/hr/doctype/job_opening/job_opening.js
+++ b/erpnext/hr/doctype/job_opening/job_opening.js
@@ -0,0 +1,47 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Job Opening', {
+ onload: function(frm) {
+ frm.set_query("department", function() {
+ return {
+ "filters": {
+ "company": frm.doc.company,
+ }
+ };
+ });
+ },
+ designation: function(frm) {
+ if(frm.doc.designation && frm.doc.company){
+ frappe.call({
+ "method": "erpnext.hr.doctype.staffing_plan.staffing_plan.get_active_staffing_plan_and_vacancies",
+ args: {
+ company: frm.doc.company,
+ designation: frm.doc.designation,
+ department: frm.doc.department,
+ date: frappe.datetime.now_date() // ToDo - Date in Job Opening?
+ },
+ callback: function (data) {
+ if(data.message){
+ frm.set_value('staffing_plan', data.message[0]);
+ frm.set_value('planned_vacancies', data.message[1]);
+ } else {
+ frm.set_value('staffing_plan', "");
+ frm.set_value('planned_vacancies', 0);
+ frappe.show_alert({
+ indicator: 'orange',
+ message: __('No Staffing Plans found for this Designation')
+ });
+ }
+ }
+ });
+ }
+ else{
+ frm.set_value('staffing_plan', "");
+ frm.set_value('planned_vacancies', 0);
+ }
+ },
+ company: function(frm) {
+ frm.set_value('designation', "");
+ }
+});
diff --git a/erpnext/hr/doctype/job_opening/job_opening.json b/erpnext/hr/doctype/job_opening/job_opening.json
index cde97e5..7906439 100644
--- a/erpnext/hr/doctype/job_opening/job_opening.json
+++ b/erpnext/hr/doctype/job_opening/job_opening.json
@@ -15,6 +15,7 @@
"engine": "InnoDB",
"fields": [
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -43,6 +44,250 @@
"unique": 0
},
{
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Status",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Open\nClosed",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_5",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "designation",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Designation",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Designation",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Department",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Department",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "staffing_plan",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Staffing Plan",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Staffing Plan",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "staffing_plan",
+ "fieldname": "planned_vacancies",
+ "fieldtype": "Int",
+ "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": "Planned number of Positions",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_6",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -72,6 +317,7 @@
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -102,35 +348,7 @@
"unique": 1
},
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "status",
- "fieldtype": "Select",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 1,
- "label": "Status",
- "length": 0,
- "no_copy": 0,
- "options": "Open\nClosed",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -171,7 +389,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-03-22 12:36:26.807200",
+ "modified": "2018-05-07 14:16:50.300247",
"modified_by": "Administrator",
"module": "HR",
"name": "Job Opening",
diff --git a/erpnext/hr/doctype/job_opening/job_opening.py b/erpnext/hr/doctype/job_opening/job_opening.py
index 60c911a..b579d6f 100644
--- a/erpnext/hr/doctype/job_opening/job_opening.py
+++ b/erpnext/hr/doctype/job_opening/job_opening.py
@@ -8,6 +8,7 @@
from frappe.website.website_generator import WebsiteGenerator
from frappe import _
+from erpnext.hr.doctype.staffing_plan.staffing_plan import get_current_employee_count, get_active_staffing_plan_and_vacancies
class JobOpening(WebsiteGenerator):
website = frappe._dict(
@@ -19,6 +20,33 @@
def validate(self):
if not self.route:
self.route = frappe.scrub(self.job_title).replace('_', '-')
+ self.validate_current_vacancies()
+
+ def validate_current_vacancies(self):
+ if not self.staffing_plan:
+ vacancies = get_active_staffing_plan_and_vacancies(self.company,
+ self.designation, self.department)
+ if vacancies:
+ self.staffing_plan = vacancies[0]
+ self.planned_vacancies = vacancies[1]
+ elif not self.planned_vacancies:
+ planned_vacancies = frappe.db.sql("""
+ select vacancies from `tabStaffing Plan Detail`
+ where parent=%s and designation=%s""", (self.staffing_plan, self.designation))
+ self.planned_vacancies = planned_vacancies[0][0] if planned_vacancies else None
+
+ if self.staffing_plan and self.planned_vacancies:
+ staffing_plan_company = frappe.db.get_value("Staffing Plan", self.staffing_plan, "company")
+ lft, rgt = frappe.db.get_value("Company", staffing_plan_company, ["lft", "rgt"])
+
+ current_count = get_current_employee_count(self.designation, staffing_plan_company)
+ current_count+= frappe.db.sql("""select count(*) from `tabJob Opening` \
+ where designation=%s and status='Open'
+ and company in (select name from tabCompany where lft>=%s and rgt<=%s)
+ """, (self.designation, lft, rgt))[0][0]
+
+ if self.planned_vacancies <= current_count:
+ frappe.throw(_("Job Openings for designation {0} and company {1} already opened or hiring completed as per Staffing Plan {2}".format(self.designation, staffing_plan_company, self.staffing_plan)))
def get_context(self, context):
context.parents = [{'route': 'jobs', 'title': _('All Jobs') }]
diff --git a/erpnext/hr/doctype/leave_allocation/leave_allocation.json b/erpnext/hr/doctype/leave_allocation/leave_allocation.json
index 9b4a26e..c1758aa 100644
--- a/erpnext/hr/doctype/leave_allocation/leave_allocation.json
+++ b/erpnext/hr/doctype/leave_allocation/leave_allocation.json
@@ -432,6 +432,71 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "compensatory_request",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Compensatory Leave Request",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Compensatory Leave Request",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "leave_period",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Leave Period",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Leave Period",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -478,7 +543,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-11-10 18:41:38.845159",
+ "modified": "2018-04-19 19:34:59.248428",
"modified_by": "Administrator",
"module": "HR",
"name": "Leave Allocation",
diff --git a/erpnext/hr/doctype/leave_allocation/leave_allocation.py b/erpnext/hr/doctype/leave_allocation/leave_allocation.py
index 58a7f30..8432cfe 100755
--- a/erpnext/hr/doctype/leave_allocation/leave_allocation.py
+++ b/erpnext/hr/doctype/leave_allocation/leave_allocation.py
@@ -6,7 +6,7 @@
from frappe.utils import flt, date_diff, formatdate
from frappe import _
from frappe.model.document import Document
-from erpnext.hr.utils import set_employee_name
+from erpnext.hr.utils import set_employee_name, get_leave_period
from erpnext.hr.doctype.leave_application.leave_application import get_approved_leaves_for_period
class OverlapError(frappe.ValidationError): pass
@@ -25,6 +25,20 @@
self.validate_total_leaves_allocated()
self.validate_lwp()
set_employee_name(self)
+ self.validate_leave_allocation_days()
+
+ def validate_leave_allocation_days(self):
+ company = frappe.db.get_value("Employee", self.employee, "company")
+ leave_period = get_leave_period(self.from_date, self.to_date, company)
+ max_leaves_allowed = frappe.db.get_value("Leave Type", self.leave_type, "max_leaves_allowed")
+ if max_leaves_allowed > 0:
+ leave_allocated = 0
+ if leave_period:
+ leave_allocated = get_leave_allocation_for_period(self.employee, self.leave_type, leave_period[0].from_date, leave_period[0].to_date)
+ leave_allocated += self.new_leaves_allocated
+ if leave_allocated > max_leaves_allowed:
+ frappe.throw(_("Total allocated leaves are more days than maximum allocation of {0} leave type for employee {1} in the period")\
+ .format(self.leave_type, self.employee))
def on_update_after_submit(self):
self.validate_new_leaves_allocated_value()
@@ -97,6 +111,29 @@
else:
frappe.throw(_("Total allocated leaves {0} cannot be less than already approved leaves {1} for the period").format(self.total_leaves_allocated, leaves_taken), LessAllocationError)
+def get_leave_allocation_for_period(employee, leave_type, from_date, to_date):
+ leave_allocated = 0
+ leave_allocations = frappe.db.sql("""
+ select employee, leave_type, from_date, to_date, total_leaves_allocated
+ from `tabLeave Allocation`
+ where employee=%(employee)s and leave_type=%(leave_type)s
+ and docstatus=1
+ and (from_date between %(from_date)s and %(to_date)s
+ or to_date between %(from_date)s and %(to_date)s
+ or (from_date < %(from_date)s and to_date > %(to_date)s))
+ """, {
+ "from_date": from_date,
+ "to_date": to_date,
+ "employee": employee,
+ "leave_type": leave_type
+ }, as_dict=1)
+
+ if leave_allocations:
+ for leave_alloc in leave_allocations:
+ leave_allocated += leave_alloc.total_leaves_allocated
+
+ return leave_allocated
+
@frappe.whitelist()
def get_carry_forwarded_leaves(employee, leave_type, date, carry_forward=None):
carry_forwarded_leaves = 0
diff --git a/erpnext/hr/doctype/leave_application/leave_application.js b/erpnext/hr/doctype/leave_application/leave_application.js
index 48d4650..b53852a 100755
--- a/erpnext/hr/doctype/leave_application/leave_application.js
+++ b/erpnext/hr/doctype/leave_application/leave_application.js
@@ -30,7 +30,7 @@
doctype: frm.doc.doctype
}
};
- });
+ });
frm.set_query("employee", erpnext.queries.employee);
},
@@ -39,6 +39,33 @@
frm.toggle_reqd("half_day_date", frm.doc.half_day == 1);
},
+ make_dashboard: function(frm) {
+ var leave_details;
+ if (frm.doc.employee) {
+ frappe.call({
+ method: "erpnext.hr.doctype.leave_application.leave_application.get_leave_details",
+ async: false,
+ args: {
+ employee: frm.doc.employee,
+ date: frm.doc.posting_date
+ },
+ callback: function(r) {
+ if (!r.exc && r.message) {
+ leave_details = r.message;
+ }
+ }
+ });
+
+ $("div").remove(".form-dashboard-section");
+ let section = frm.dashboard.add_section(
+ frappe.render_template('leave_application_dashboard', {
+ data: leave_details
+ })
+ );
+ frm.dashboard.show();
+ }
+ },
+
refresh: function(frm) {
if (frm.is_new()) {
frm.trigger("calculate_total_days");
@@ -50,6 +77,7 @@
},
employee: function(frm) {
+ frm.trigger("make_dashboard");
frm.trigger("get_leave_balance");
},
diff --git a/erpnext/hr/doctype/leave_application/leave_application.py b/erpnext/hr/doctype/leave_application/leave_application.py
index 069e6ee..3f7fd4c 100755
--- a/erpnext/hr/doctype/leave_application/leave_application.py
+++ b/erpnext/hr/doctype/leave_application/leave_application.py
@@ -5,8 +5,8 @@
import frappe
from frappe import _
from frappe.utils import cint, cstr, date_diff, flt, formatdate, getdate, get_link_to_form, \
- comma_or, get_fullname
-from erpnext.hr.utils import set_employee_name
+ comma_or, get_fullname, add_days
+from erpnext.hr.utils import set_employee_name, get_leave_period
from erpnext.hr.doctype.leave_block_list.leave_block_list import get_applicable_block_dates
from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee
@@ -15,9 +15,11 @@
class InvalidLeaveApproverError(frappe.ValidationError): pass
class LeaveApproverIdentityError(frappe.ValidationError): pass
class AttendanceAlreadyMarkedError(frappe.ValidationError): pass
+class NotAnOptionalHoliday(frappe.ValidationError): pass
from frappe.model.document import Document
class LeaveApplication(Document):
+
def get_feed(self):
return _("{0}: From {0} of type {1}").format(self.employee_name, self.leave_type)
@@ -31,6 +33,9 @@
self.validate_block_days()
self.validate_salary_processed_days()
self.validate_attendance()
+ if frappe.db.get_value("Leave Type", self.leave_type, 'is_optional_leave'):
+ self.validate_optional_leave()
+ self.validate_applicable_after()
def on_update(self):
if self.status == "Open" and self.docstatus < 1:
@@ -52,6 +57,21 @@
# notify leave applier about cancellation
self.notify_employee()
+ def validate_applicable_after(self):
+ if self.leave_type:
+ leave_type = frappe.get_doc("Leave Type", self.leave_type)
+ if leave_type.applicable_after > 0:
+ date_of_joining = frappe.db.get_value("Employee", self.employee, "date_of_joining")
+ leave_days = get_approved_leaves_for_period(self.employee, False, date_of_joining, self.from_date)
+ number_of_days = date_diff(getdate(self.from_date), date_of_joining)
+ if number_of_days >= 0:
+ holidays = 0
+ if not frappe.db.get_value("Leave Type", self.leave_type, "include_holiday"):
+ holidays = get_holidays(self.employee, date_of_joining, self.from_date)
+ number_of_days = number_of_days - leave_days - holidays
+ if number_of_days < leave_type.applicable_after:
+ frappe.throw(_("{0} applicable after {1} working days").format(self.leave_type, leave_type.applicable_after))
+
def validate_dates(self):
if self.from_date and self.to_date and (getdate(self.to_date) < getdate(self.from_date)):
frappe.throw(_("To date cannot be before from date"))
@@ -207,6 +227,19 @@
frappe.throw(_("Attendance for employee {0} is already marked for this day").format(self.employee),
AttendanceAlreadyMarkedError)
+ def validate_optional_leave(self):
+ leave_period = get_leave_period(self.from_date, self.to_date, self.company)
+ if not leave_period:
+ frappe.throw(_("Cannot find active Leave Period"))
+ optional_holiday_list = frappe.db.get_value("Leave Period", leave_period[0]["name"], "optional_holiday_list")
+ if not optional_holiday_list:
+ frappe.throw(_("Optional Holiday List not set for leave period {0}").format(leave_period[0]["name"]))
+ day = getdate(self.from_date)
+ while day <= getdate(self.to_date):
+ if not frappe.db.exists({"doctype": "Holiday", "parent": optional_holiday_list, "holiday_date": day}):
+ frappe.throw(_("{0} is not in Optional Holiday List").format(formatdate(day)), NotAnOptionalHoliday)
+ day = add_days(day, 1)
+
def notify_employee(self):
employee = frappe.get_doc("Employee", self.employee)
if not employee.user_id:
@@ -291,6 +324,24 @@
return number_of_days
@frappe.whitelist()
+def get_leave_details(employee, date):
+ allocation_records = get_leave_allocation_records(date, employee).get(employee, frappe._dict())
+ leave_allocation = {}
+ for d in allocation_records:
+ allocation = allocation_records.get(d, frappe._dict())
+ date = allocation.to_date
+ leaves_taken = get_leaves_for_period(employee, d, allocation.from_date, date, status="Approved")
+ leaves_pending = get_leaves_for_period(employee, d, allocation.from_date, date, status="Open")
+ remaining_leaves = allocation.total_leaves_allocated - leaves_taken - leaves_pending
+ leave_allocation[d] = {
+ "total_leaves": allocation.total_leaves_allocated,
+ "leaves_taken": leaves_taken,
+ "pending_leaves": leaves_pending,
+ "remaining_leaves": remaining_leaves}
+
+ return leave_allocation
+
+@frappe.whitelist()
def get_leave_balance_on(employee, leave_type, date, allocation_records=None,
consider_all_leaves_in_the_allocation_period=False):
if allocation_records == None:
@@ -300,16 +351,16 @@
if consider_all_leaves_in_the_allocation_period:
date = allocation.to_date
- leaves_taken = get_approved_leaves_for_period(employee, leave_type, allocation.from_date, date)
+ leaves_taken = get_leaves_for_period(employee, leave_type, allocation.from_date, date, status=Approved)
return flt(allocation.total_leaves_allocated) - flt(leaves_taken)
-def get_approved_leaves_for_period(employee, leave_type, from_date, to_date):
+def get_leaves_for_period(employee, leave_type, from_date, to_date, status):
leave_applications = frappe.db.sql("""
select employee, leave_type, from_date, to_date, total_leave_days
from `tabLeave Application`
where employee=%(employee)s and leave_type=%(leave_type)s
- and docstatus=1
+ and status = %(status)s and docstatus=1
and (from_date between %(from_date)s and %(to_date)s
or to_date between %(from_date)s and %(to_date)s
or (from_date < %(from_date)s and to_date > %(to_date)s))
@@ -317,6 +368,7 @@
"from_date": from_date,
"to_date": to_date,
"employee": employee,
+ "status": status,
"leave_type": leave_type
}, as_dict=1)
diff --git a/erpnext/hr/doctype/leave_application/leave_application_dashboard.html b/erpnext/hr/doctype/leave_application/leave_application_dashboard.html
new file mode 100644
index 0000000..95e74a6
--- /dev/null
+++ b/erpnext/hr/doctype/leave_application/leave_application_dashboard.html
@@ -0,0 +1,30 @@
+
+{% if data %}
+<h5 style="margin-top: 20px;"> {{ __("Allocated Leaves") }} </h5>
+<table class="table table-bordered small">
+ <thead>
+ <tr>
+ <th style="width: 20%">{{ __("Leave Type") }}</th>
+ <th style="width: 20%" class="text-right">{{ __("Total Allocated Leaves") }}</th>
+ <th style="width: 20%" class="text-right">{{ __("Used Leaves") }}</th>
+ <th style="width: 20%" class="text-right">{{ __("Pending Leaves") }}</th>
+ <th style="width: 20%" class="text-right">{{ __("Available Leaves") }}</th>
+ </tr>
+ <!-- <p> {{data["Sick Leave"][0]["leaves_taken"]}}</p> -->
+
+ </thead>
+ <tbody>
+ {% for(const [key, value] of Object.entries(data)) { %}
+ <tr>
+ <td> {%= key %} </td>
+ <td> {%= value["total_leaves"] %} </td>
+ <td> {%= value["leaves_taken"] %} </td>
+ <td> {%= value["pending_leaves"] %} </td>
+ <td> {%= value["remaining_leaves"] %} </td>
+ </tr>
+ {% } %}
+ </tbody>
+</table>
+{% } else { %}
+<p style="margin-top: 30px;"> No Leaves have been allocated. </p>
+{% } %}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/leave_application/test_leave_application.py b/erpnext/hr/doctype/leave_application/test_leave_application.py
index 4643e89..eb43d5a 100644
--- a/erpnext/hr/doctype/leave_application/test_leave_application.py
+++ b/erpnext/hr/doctype/leave_application/test_leave_application.py
@@ -5,8 +5,9 @@
import frappe
import unittest
-from erpnext.hr.doctype.leave_application.leave_application import LeaveDayBlockedError, OverlapError
+from erpnext.hr.doctype.leave_application.leave_application import LeaveDayBlockedError, OverlapError, NotAnOptionalHoliday, get_leave_balance_on
from frappe.permissions import clear_user_permissions_for_doctype
+from frappe.utils import add_days, nowdate, now_datetime
test_dependencies = ["Leave Allocation", "Leave Block List"]
@@ -224,6 +225,188 @@
frappe.db.set_value("Leave Block List", "_Test Leave Block List",
"applies_to_all_departments", 0)
+ def test_optional_leave(self):
+ leave_period = get_leave_period()
+ today = nowdate()
+ from datetime import date
+ holiday_list = frappe.get_doc(dict(
+ doctype = 'Holiday List',
+ holiday_list_name = 'test holiday list for optional holiday',
+ from_date = date(date.today().year, 1, 1),
+ to_date = date(date.today().year, 12, 31),
+ holidays = [
+ dict(holiday_date = today, description = 'test')
+ ]
+ )).insert()
+ employee = get_employee()
+
+ frappe.db.set_value('Leave Period', leave_period.name, 'optional_holiday_list', holiday_list.name)
+
+ leave_type = frappe.get_doc(dict(
+ leave_type_name = 'Test Optional Type',
+ doctype = 'Leave Type',
+ is_optional_leave = 1
+ )).insert()
+
+ allocate_leaves(employee, leave_period, leave_type.name, 10)
+
+ date = add_days(today, - 1)
+
+ leave_application = frappe.get_doc(dict(
+ doctype = 'Leave Application',
+ employee = employee.name,
+ leave_type = leave_type.name,
+ from_date = date,
+ to_date = date,
+ ))
+
+ # can only apply on optional holidays
+ self.assertTrue(NotAnOptionalHoliday, leave_application.insert)
+
+ leave_application.from_date = today
+ leave_application.to_date = today
+ leave_application.status = "Approved"
+ leave_application.insert()
+ leave_application.submit()
+
+ # check leave balance is reduced
+ self.assertEqual(get_leave_balance_on(employee.name, leave_type.name, today), 9)
+
+ def test_leaves_allowed(self):
+ employee = get_employee()
+ leave_period = get_leave_period()
+ frappe.delete_doc_if_exists("Leave Type", "Test Leave Type", force=1)
+ leave_type = frappe.get_doc(dict(
+ leave_type_name = 'Test Leave Type',
+ doctype = 'Leave Type',
+ max_leaves_allowed = 5
+ )).insert()
+
+ date = add_days(nowdate(), -7)
+
+ allocate_leaves(employee, leave_period, leave_type.name, 5)
+
+ leave_application = frappe.get_doc(dict(
+ doctype = 'Leave Application',
+ employee = employee.name,
+ leave_type = leave_type.name,
+ from_date = date,
+ to_date = add_days(date, 2),
+ company = "_Test Company",
+ docstatus = 1,
+ status = "Approved"
+ ))
+
+ self.assertTrue(leave_application.insert())
+
+ leave_application = frappe.get_doc(dict(
+ doctype = 'Leave Application',
+ employee = employee.name,
+ leave_type = leave_type.name,
+ from_date = add_days(date, 4),
+ to_date = add_days(date, 7),
+ company = "_Test Company",
+ docstatus = 1,
+ status = "Approved"
+ ))
+ self.assertRaises(frappe.ValidationError, leave_application.insert)
+
+ def test_applicable_after(self):
+ employee = get_employee()
+ leave_period = get_leave_period()
+ frappe.delete_doc_if_exists("Leave Type", "Test Leave Type", force=1)
+ leave_type = frappe.get_doc(dict(
+ leave_type_name = 'Test Leave Type',
+ doctype = 'Leave Type',
+ applicable_after = 15
+ )).insert()
+
+ date = add_days(nowdate(), -7)
+
+ allocate_leaves(employee, leave_period, leave_type.name, 10)
+
+ leave_application = frappe.get_doc(dict(
+ doctype = 'Leave Application',
+ employee = employee.name,
+ leave_type = leave_type.name,
+ from_date = date,
+ to_date = add_days(date, 4),
+ company = "_Test Company",
+ docstatus = 1,
+ status = "Approved"
+ ))
+
+ self.assertRaises(frappe.ValidationError, leave_application.insert)
+
+ frappe.delete_doc_if_exists("Leave Type", "Test Leave Type 1", force=1)
+ leave_type_1 = frappe.get_doc(dict(
+ leave_type_name = 'Test Leave Type 1',
+ doctype = 'Leave Type'
+ )).insert()
+
+ allocate_leaves(employee, leave_period, leave_type_1.name, 10)
+
+ leave_application = frappe.get_doc(dict(
+ doctype = 'Leave Application',
+ employee = employee.name,
+ leave_type = leave_type_1.name,
+ from_date = date,
+ to_date = add_days(date, 4),
+ company = "_Test Company",
+ docstatus = 1,
+ status = "Approved"
+ ))
+
+ self.assertTrue(leave_application.insert())
+
+ def test_max_continuous_leaves(self):
+ employee = get_employee()
+ leave_period = get_leave_period()
+ frappe.delete_doc_if_exists("Leave Type", "Test Leave Type", force=1)
+ leave_type = frappe.get_doc(dict(
+ leave_type_name = 'Test Leave Type',
+ doctype = 'Leave Type',
+ max_leaves_allowed = 15,
+ max_days_allowed = 3
+ )).insert()
+
+ date = add_days(nowdate(), -7)
+
+ allocate_leaves(employee, leave_period, leave_type.name, 10)
+
+ leave_application = frappe.get_doc(dict(
+ doctype = 'Leave Application',
+ employee = employee.name,
+ leave_type = leave_type.name,
+ from_date = date,
+ to_date = add_days(date, 4),
+ company = "_Test Company",
+ docstatus = 1,
+ status = "Approved"
+ ))
+
+ self.assertRaises(frappe.ValidationError, leave_application.insert)
+
+ def test_earned_leave(self):
+ leave_period = get_leave_period()
+ employee = get_employee()
+
+ leave_type = frappe.get_doc(dict(
+ leave_type_name = 'Test Earned Leave Type',
+ doctype = 'Leave Type',
+ is_earned_leave = 1,
+ earned_leave_frequency = 'Monthly',
+ rounding = 0.5
+ )).insert()
+
+ allocate_leaves(employee, leave_period, leave_type.name, 0, eligible_leaves = 12)
+
+ # this method will be called by scheduler
+ allocate_earned_leaves(leave_type.name, leave_period, as_on = half_of_leave_period)
+
+ self.assertEqual(get_leave_balance(employee, leave_period, leave_type.name), 6)
+
+
def make_allocation_record(employee=None, leave_type=None):
frappe.db.sql("delete from `tabLeave Allocation`")
@@ -237,4 +420,37 @@
})
allocation.insert(ignore_permissions=True)
- allocation.submit()
\ No newline at end of file
+ allocation.submit()
+
+def get_employee():
+ return frappe.get_doc("Employee", "_T-Employee-00001")
+
+def get_leave_period():
+ leave_period_name = frappe.db.exists({
+ "doctype": "Leave Period",
+ "name": "Test Leave Period"
+ })
+ if leave_period_name:
+ return frappe.get_doc("Leave Period", leave_period_name[0][0])
+ else:
+ return frappe.get_doc(dict(
+ name = 'Test Leave Period',
+ doctype = 'Leave Period',
+ from_date = "{0}-01-01".format(now_datetime().year),
+ to_date = "{0}-12-31".format(now_datetime().year),
+ company = "_Test Company",
+ is_active = 1
+ )).insert()
+
+def allocate_leaves(employee, leave_period, leave_type, new_leaves_allocated, eligible_leaves=0):
+ frappe.get_doc({
+ "doctype": "Leave Allocation",
+ "__islocal": 1,
+ "employee": employee.name,
+ "employee_name": employee.employee_name,
+ "leave_type": leave_type,
+ "from_date": leave_period.from_date,
+ "to_date": leave_period.to_date,
+ "new_leaves_allocated": new_leaves_allocated,
+ "docstatus": 1
+ }).insert()
diff --git a/erpnext/hr/doctype/leave_control_panel/leave_control_panel.js b/erpnext/hr/doctype/leave_control_panel/leave_control_panel.js
index 0eb6414..7aeb8ea 100644
--- a/erpnext/hr/doctype/leave_control_panel/leave_control_panel.js
+++ b/erpnext/hr/doctype/leave_control_panel/leave_control_panel.js
@@ -26,6 +26,19 @@
refresh_field('no_of_days');
}
-frappe.ui.form.on("Leave Control Panel", "refresh", function (frm) {
- frm.disable_save();
+frappe.ui.form.on("Leave Control Panel", {
+ company: function(frm) {
+ if(frm.doc.company) {
+ frm.set_query("department", function() {
+ return {
+ "filters": {
+ "company": frm.doc.company,
+ }
+ };
+ });
+ }
+ },
+ refresh: function(frm) {
+ frm.disable_save();
+ }
});
\ No newline at end of file
diff --git a/erpnext/hr/doctype/leave_control_panel/leave_control_panel.json b/erpnext/hr/doctype/leave_control_panel/leave_control_panel.json
index d3c3097..96a4681 100644
--- a/erpnext/hr/doctype/leave_control_panel/leave_control_panel.json
+++ b/erpnext/hr/doctype/leave_control_panel/leave_control_panel.json
@@ -39,6 +39,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -70,6 +71,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -101,6 +103,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -132,6 +135,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -163,6 +167,71 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_grade",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee Grade",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee Grade",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -191,6 +260,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -222,6 +292,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -252,6 +323,39 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "leave_policy",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Leave Policy",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Leave Policy",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -279,9 +383,10 @@
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
- "reqd": 1,
+ "reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -312,6 +417,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -341,6 +447,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -371,6 +478,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -385,7 +493,7 @@
"issingle": 1,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-11-10 18:42:17.060492",
+ "modified": "2018-04-13 16:17:15.115389",
"modified_by": "Administrator",
"module": "HR",
"name": "Leave Control Panel",
@@ -393,7 +501,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 0,
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/leave_control_panel/test_leave_control_panel.py
similarity index 79%
rename from erpnext/hr/doctype/health_insurance/test_health_insurance.py
rename to erpnext/hr/doctype/leave_control_panel/test_leave_control_panel.py
index 6978720..9a907c8 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/leave_control_panel/test_leave_control_panel.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestLeaveControlPanel(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/leave_encashment/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/leave_encashment/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/leave_encashment/leave_encashment.js
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/leave_encashment/leave_encashment.js
index 504da27..0556756 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/leave_encashment/leave_encashment.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Leave Encashment', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/leave_encashment/leave_encashment.json b/erpnext/hr/doctype/leave_encashment/leave_encashment.json
new file mode 100644
index 0000000..22f0b20
--- /dev/null
+++ b/erpnext/hr/doctype/leave_encashment/leave_encashment.json
@@ -0,0 +1,463 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "Leave-Encashment-.####",
+ "beta": 0,
+ "creation": "2018-04-13 15:31:51.197046",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "leave_period",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Leave Period",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Leave Period",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_name",
+ "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": "Employee Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "employee.employee_name",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "leave_type",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Leave Type",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Leave Type",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_4",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "leave_balance",
+ "fieldtype": "Float",
+ "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": "Leave Balance",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "encashable_days",
+ "fieldtype": "Float",
+ "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": "Encashable days",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Leave Encashment",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "payroll",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Payroll",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "encashment_amount",
+ "fieldtype": "Currency",
+ "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": "Encashment Amount",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "payroll_date",
+ "fieldtype": "Date",
+ "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": "Payroll Date",
+ "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": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-14 15:35:51.428448",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Leave Encashment",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "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": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/leave_encashment/leave_encashment.py
similarity index 87%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/leave_encashment/leave_encashment.py
index c280254..5966a0b 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/leave_encashment/leave_encashment.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class LeaveEncashment(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/leave_encashment/test_leave_encashment.js
similarity index 70%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/leave_encashment/test_leave_encashment.js
index 81b0f8d..cafd960 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/leave_encashment/test_leave_encashment.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Leave Encashment", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Leave Encashment
+ () => frappe.tests.make('Leave Encashment', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/leave_encashment/test_leave_encashment.py b/erpnext/hr/doctype/leave_encashment/test_leave_encashment.py
new file mode 100644
index 0000000..a505258
--- /dev/null
+++ b/erpnext/hr/doctype/leave_encashment/test_leave_encashment.py
@@ -0,0 +1,42 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestLeaveEncashment(unittest.TestCase):
+ def test_leave_balance_value_and_amount(self):
+ employee = get_employee()
+ leave_period = get_leave_period()
+ today = get_today()
+
+ leave_type = frappe.get_doc(dict(
+ leave_type_name = 'Test Leave Type',
+ doctype = 'Leave Type',
+ allow_encashment = 1,
+ encashment_threshold_days = 3,
+ earning_component = 'Leave Encashment'
+ )).insert()
+
+ allocate_leave(employee, leave_period, leave_type.name, 5)
+
+ leave_encashment = frappe.get_doc(dict(
+ doctype = 'Leave Encashment',
+ employee = employee,
+ leave_period = leave_period,
+ leave_type = leave_type.name,
+ payroll_date = today
+ )).insert()
+
+ self.assertEqual(leave_encashment.leave_balance, 5)
+ self.assertEqual(leave_encashment.encashable_days, 2)
+
+ # TODO; validate value
+ salary_structure = get_current_structure(employee, today)
+ self.assertEqual(leave_encashment.encashment_value,
+ 2 * frappe.db.get_value('Salary Structure', salary_structure, 'leave_encashment_amount_per_day'))
+
+
+
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/leave_period/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/leave_period/__init__.py
diff --git a/erpnext/hr/doctype/leave_period/leave_period.js b/erpnext/hr/doctype/leave_period/leave_period.js
new file mode 100644
index 0000000..19633e2
--- /dev/null
+++ b/erpnext/hr/doctype/leave_period/leave_period.js
@@ -0,0 +1,36 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Leave Period', {
+ refresh: (frm)=>{
+ frm.set_df_property("grant_leaves", "hidden", frm.doc.__islocal ? 1:0);
+ },
+ from_date: (frm)=>{
+ if (frm.doc.from_date && !frm.doc.to_date) {
+ var a_year_from_start = frappe.datetime.add_months(frm.doc.from_date, 12);
+ frm.set_value("to_date", frappe.datetime.add_days(a_year_from_start, -1));
+ }
+ },
+ grant: (frm)=>{
+ frappe.call({
+ doc: frm.doc,
+ method: "grant_leave_allocation",
+ callback: function(r) {
+ if(!r.exc){
+ frm.reload_doc();
+ }
+ },
+ freeze: true,
+ freeze_message: __("Grant allocations......")
+ })
+ },
+ onload: (frm) => {
+ frm.set_query("department", function() {
+ return {
+ "filters": {
+ "company": frm.doc.company,
+ }
+ }
+ })
+ }
+});
diff --git a/erpnext/hr/doctype/leave_period/leave_period.json b/erpnext/hr/doctype/leave_period/leave_period.json
new file mode 100644
index 0000000..0f3cad4
--- /dev/null
+++ b/erpnext/hr/doctype/leave_period/leave_period.json
@@ -0,0 +1,557 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "Prompt",
+ "beta": 0,
+ "creation": "2018-04-13 15:20:52.864288",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "from_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "From Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "to_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "To Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_3",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
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+ },
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+ "fieldtype": "Link",
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+ },
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+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "designation",
+ "fieldtype": "Link",
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+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Designation",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Designation",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ },
+ {
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+ "allow_on_submit": 0,
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+ "fieldname": "employee",
+ "fieldtype": "Link",
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+ "in_global_search": 0,
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+ },
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+ "allow_on_submit": 0,
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+ "collapsible": 0,
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+ "fieldname": "grant",
+ "fieldtype": "Button",
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+ "in_global_search": 0,
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+ "label": "Grant",
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+ "precision": "",
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+ "set_only_once": 0,
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+ },
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+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_12",
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+ },
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+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "carry_forward_leaves",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Carry Forward Leaves",
+ "length": 0,
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+ "precision": "",
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+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
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+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-05-07 18:25:06.719932",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Leave Period",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
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+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
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+ "write": 1
+ },
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+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "apply_user_permissions": 0,
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+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
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+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/leave_period/leave_period.py b/erpnext/hr/doctype/leave_period/leave_period.py
new file mode 100644
index 0000000..1ef6f19
--- /dev/null
+++ b/erpnext/hr/doctype/leave_period/leave_period.py
@@ -0,0 +1,81 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import getdate, cstr
+from frappe.model.document import Document
+from erpnext.hr.utils import validate_overlap, get_employee_leave_policy
+
+class LeavePeriod(Document):
+ def get_employees(self):
+ conditions, values = [], []
+ for field in ["grade", "designation", "department"]:
+ if self.get(field):
+ conditions.append("{0}=%s".format(field))
+ values.append(self.get(field))
+
+ condition_str = " and " + " and ".join(conditions) if len(conditions) else ""
+
+ e = frappe.db.sql("select name from tabEmployee where status='Active' {condition}"
+ .format(condition=condition_str), tuple(values))
+
+ return e
+
+ def validate(self):
+ self.validate_dates()
+ validate_overlap(self, self.from_date, self.to_date, self.company)
+
+ def grant_leave_allocation(self):
+ if self.employee:
+ self.grant_leave_alloc(self.employee)
+ else:
+ self.grant_leave_alloc_for_employees()
+
+ def grant_leave_alloc_for_employees(self):
+ employees = self.get_employees()
+ if employees:
+ for employee in employees:
+ self.grant_leave_alloc(cstr(employee[0]))
+ else:
+ frappe.msgprint(_("No employee found"))
+
+ def grant_leave_alloc(self, employee):
+ self.validate_allocation_exists(employee)
+ leave_policy = get_employee_leave_policy(employee)
+ if leave_policy:
+ for leave_policy_detail in leave_policy.leave_policy_details:
+ if not frappe.db.get_value("Leave Type", leave_policy_detail.leave_type, "is_lwp"):
+ self.create_leave_allocation(employee, leave_policy_detail.leave_type, leave_policy_detail.annual_allocation)
+
+ def validate_allocation_exists(self, employee):
+ leave_alloc = frappe.db.exists({
+ "doctype": "Leave Allocation",
+ "employee": employee,
+ "leave_period": self.name,
+ "docstatus": 1})
+ if leave_alloc:
+ frappe.throw(_("Employee {0} already have Leave Allocation {1} for this period").format(employee, leave_alloc[0][0])\
+ + """ <b><a href="#Form/Leave Allocation/{0}">{0}</a></b>""".format(leave_alloc[0][0]))
+
+
+ def validate_dates(self):
+ if getdate(self.from_date) >= getdate(self.to_date):
+ frappe.throw(_("To date can not be equal or less than from date"))
+
+ def create_leave_allocation(self, employee, leave_type, new_leaves_allocated):
+ allocation = frappe.new_doc("Leave Allocation")
+ allocation.employee = employee
+ allocation.employee_name = frappe.db.get_value("Employee", employee, "employee_name")
+ allocation.leave_type = leave_type
+ allocation.from_date = self.from_date
+ allocation.to_date = self.to_date
+ allocation.new_leaves_allocated = new_leaves_allocated
+ allocation.leave_period = self.name
+ if self.carry_forward_leaves:
+ if frappe.db.get_value("Leave Type", leave_type, "is_carry_forward"):
+ allocation.carry_forward = self.carry_forward_leaves
+ allocation.save(ignore_permissions = True)
+ allocation.submit()
diff --git a/erpnext/setup/doctype/supplier_type/test_supplier_type.js b/erpnext/hr/doctype/leave_period/test_leave_period.js
similarity index 71%
copy from erpnext/setup/doctype/supplier_type/test_supplier_type.js
copy to erpnext/hr/doctype/leave_period/test_leave_period.js
index 085dddd..ec0a809 100644
--- a/erpnext/setup/doctype/supplier_type/test_supplier_type.js
+++ b/erpnext/hr/doctype/leave_period/test_leave_period.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Supplier Type", function (assert) {
+QUnit.test("test: Leave Period", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Supplier Type
- () => frappe.tests.make('Supplier Type', [
+ // insert a new Leave Period
+ () => frappe.tests.make('Leave Period', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/leave_period/test_leave_period.py b/erpnext/hr/doctype/leave_period/test_leave_period.py
new file mode 100644
index 0000000..dcf6293
--- /dev/null
+++ b/erpnext/hr/doctype/leave_period/test_leave_period.py
@@ -0,0 +1,31 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestLeavePeriod(unittest.TestCase):
+ def test_leave_grant(self):
+ employee = get_employee()
+ leave_policy = get_leave_policy()
+ leave_period = get_leave_period()
+
+ frappe.db.set_value('Employee', employee, 'leave_policy', leave_policy)
+
+ leave_period.employee = employee
+
+ clear_leave_allocation(employee)
+
+ leave_period.grant_leaves()
+
+ for d in leave_policy:
+ self.assertEqual(get_leave_balance(employee, d.leave_type), d.annual_allocation)
+
+ return leave_period
+
+ def test_duplicate_grant(self):
+ leave_period = self.test_leave_grant()
+ self.assertRaises(DuplicateLeaveGrant, leave_period.grant_leaves)
+
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/leave_policy/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/leave_policy/__init__.py
diff --git a/erpnext/hr/doctype/leave_policy/leave_policy.js b/erpnext/hr/doctype/leave_policy/leave_policy.js
new file mode 100644
index 0000000..fdf8e0c
--- /dev/null
+++ b/erpnext/hr/doctype/leave_policy/leave_policy.js
@@ -0,0 +1,31 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Leave Policy', {
+});
+
+frappe.ui.form.on('Leave Policy Detail',{
+ leave_type: function(frm, cdt, cdn) {
+ var child = locals[cdt][cdn];
+ if(child.leave_type){
+ frappe.call({
+ method: "frappe.client.get_value",
+ args: {
+ doctype: "Leave Type",
+ fieldname: "max_leaves_allowed",
+ filters: { name: child.leave_type }
+ },
+ callback: function(r) {
+ if (r.message) {
+ child.annual_allocation = r.message.max_leaves_allowed;
+ refresh_field("leave_policy_details");
+ }
+ }
+ });
+ }
+ else{
+ child.annual_allocation = "";
+ refresh_field("leave_policy_details");
+ }
+ }
+});
diff --git a/erpnext/hr/doctype/leave_policy/leave_policy.json b/erpnext/hr/doctype/leave_policy/leave_policy.json
new file mode 100644
index 0000000..13cd823
--- /dev/null
+++ b/erpnext/hr/doctype/leave_policy/leave_policy.json
@@ -0,0 +1,163 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "Leave-Policy-.####",
+ "beta": 0,
+ "creation": "2018-04-13 16:06:19.507624",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "leave_policy_details",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Leave Policy Details",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Leave Policy Detail",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Leave Policy",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-14 13:13:27.915855",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Leave Policy",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 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
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/leave_policy/leave_policy.py b/erpnext/hr/doctype/leave_policy/leave_policy.py
new file mode 100644
index 0000000..964a5de
--- /dev/null
+++ b/erpnext/hr/doctype/leave_policy/leave_policy.py
@@ -0,0 +1,16 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.model.document import Document
+
+class LeavePolicy(Document):
+ def validate(self):
+ if self.leave_policy_details:
+ for lp_detail in self.leave_policy_details:
+ max_leaves_allowed = frappe.db.get_value("Leave Type", lp_detail.leave_type, "max_leaves_allowed")
+ if max_leaves_allowed > 0 and lp_detail.annual_allocation > max_leaves_allowed:
+ frappe.throw(_("Maximum leave allowed in the leave type {0} is {1}").format(lp_detail.leave_type, max_leaves_allowed))
diff --git a/erpnext/setup/doctype/supplier_type/test_supplier_type.js b/erpnext/hr/doctype/leave_policy/test_leave_policy.js
similarity index 71%
rename from erpnext/setup/doctype/supplier_type/test_supplier_type.js
rename to erpnext/hr/doctype/leave_policy/test_leave_policy.js
index 085dddd..5404a63 100644
--- a/erpnext/setup/doctype/supplier_type/test_supplier_type.js
+++ b/erpnext/hr/doctype/leave_policy/test_leave_policy.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Supplier Type", function (assert) {
+QUnit.test("test: Leave Policy", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Supplier Type
- () => frappe.tests.make('Supplier Type', [
+ // insert a new Leave Policy
+ () => frappe.tests.make('Leave Policy', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/leave_policy/test_leave_policy.py
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/leave_policy/test_leave_policy.py
index 6978720..3317ac3 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/leave_policy/test_leave_policy.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestLeavePolicy(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/leave_policy_detail/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/leave_policy_detail/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/leave_policy_detail/leave_policy_detail.js
similarity index 77%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/leave_policy_detail/leave_policy_detail.js
index 504da27..ee21f8d 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/leave_policy_detail/leave_policy_detail.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Leave Policy Detail', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/leave_policy_detail/leave_policy_detail.json b/erpnext/hr/doctype/leave_policy_detail/leave_policy_detail.json
new file mode 100644
index 0000000..572b2f7
--- /dev/null
+++ b/erpnext/hr/doctype/leave_policy_detail/leave_policy_detail.json
@@ -0,0 +1,104 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-13 16:01:20.928853",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 3,
+ "fieldname": "leave_type",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Leave Type",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Leave Type",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 2,
+ "fieldname": "annual_allocation",
+ "fieldtype": "Float",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Annual Allocation",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-04-14 13:00:34.511109",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Leave Policy Detail",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/leave_policy_detail/leave_policy_detail.py
similarity index 86%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/leave_policy_detail/leave_policy_detail.py
index c280254..c103f08 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/leave_policy_detail/leave_policy_detail.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class LeavePolicyDetail(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/leave_policy_detail/test_leave_policy_detail.js
similarity index 69%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/leave_policy_detail/test_leave_policy_detail.js
index 81b0f8d..1c8995b 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/leave_policy_detail/test_leave_policy_detail.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Leave Policy Detail", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Leave Policy Detail
+ () => frappe.tests.make('Leave Policy Detail', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/leave_policy_detail/test_leave_policy_detail.py
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/leave_policy_detail/test_leave_policy_detail.py
index 6978720..610b1fa 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/leave_policy_detail/test_leave_policy_detail.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestLeavePolicyDetail(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/leave_type/leave_type.json b/erpnext/hr/doctype/leave_type/leave_type.json
index 9153bbf..4828429 100644
--- a/erpnext/hr/doctype/leave_type/leave_type.json
+++ b/erpnext/hr/doctype/leave_type/leave_type.json
@@ -1,24 +1,32 @@
{
"allow_copy": 0,
+ "allow_guest_to_view": 0,
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:leave_type_name",
+ "beta": 0,
"creation": "2013-02-21 09:55:58",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "Setup",
+ "editable_grid": 0,
"fields": [
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
"fieldname": "leave_type_name",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 1,
+ "in_standard_filter": 0,
"label": "Leave Type Name",
"length": 0,
"no_copy": 0,
@@ -26,47 +34,156 @@
"oldfieldtype": "Data",
"permlevel": 0,
"print_hide": 0,
+ "print_hide_if_no_value": 0,
"read_only": 0,
+ "remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
- "fieldname": "max_days_allowed",
- "fieldtype": "Data",
+ "columns": 0,
+ "depends_on": "",
+ "fieldname": "max_leaves_allowed",
+ "fieldtype": "Int",
"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": "Max Leaves Allowed",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "applicable_after",
+ "fieldtype": "Int",
+ "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": "Applicable After (Working Days)",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "max_days_allowed",
+ "fieldtype": "Int",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 1,
- "label": "Max Days Leave Allowed",
+ "in_standard_filter": 0,
+ "label": "Maximum Continuous Days Applicable",
"length": 0,
"no_copy": 0,
"oldfieldname": "max_days_allowed",
"oldfieldtype": "Data",
"permlevel": 0,
"print_hide": 0,
+ "print_hide_if_no_value": 0,
"read_only": 0,
+ "remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_3",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "is_carry_forward",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 1,
+ "in_standard_filter": 0,
"label": "Is Carry Forward",
"length": 0,
"no_copy": 0,
@@ -74,23 +191,214 @@
"oldfieldtype": "Check",
"permlevel": 0,
"print_hide": 0,
+ "print_hide_if_no_value": 0,
"read_only": 0,
+ "remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
+ "columns": 0,
+ "fieldname": "is_lwp",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Leave Without Pay",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "is_optional_leave",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Optional Leave",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "allow_negative",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Allow Negative Balance",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "include_holiday",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Include holidays within leaves as leaves",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "is_compensatory",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Compensatory",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 1,
+ "columns": 0,
+ "fieldname": "encashment",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Encashment",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "is_encash",
"fieldtype": "Check",
"hidden": 1,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 1,
+ "in_standard_filter": 0,
"label": "Is Encash",
"length": 0,
"no_copy": 0,
@@ -98,91 +406,253 @@
"oldfieldtype": "Check",
"permlevel": 0,
"print_hide": 1,
+ "print_hide_if_no_value": 0,
"read_only": 0,
+ "remember_last_selected_value": 0,
"report_hide": 1,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
- "fieldname": "is_lwp",
+ "columns": 0,
+ "fieldname": "allow_encashment",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
- "label": "Is Leave Without Pay",
+ "in_standard_filter": 0,
+ "label": "Allow Encashment",
"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": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
- "fieldname": "allow_negative",
- "fieldtype": "Check",
+ "columns": 0,
+ "depends_on": "allow_encashment",
+ "fieldname": "encashment_threshold_days",
+ "fieldtype": "Int",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
- "label": "Allow Negative Balance",
+ "in_standard_filter": 0,
+ "label": "Encashment Threshold Days",
"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": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
- "fieldname": "include_holiday",
- "fieldtype": "Check",
+ "columns": 0,
+ "depends_on": "allow_encashment",
+ "fieldname": "earning_component",
+ "fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
- "label": "Include holidays within leaves as leaves",
+ "in_standard_filter": 0,
+ "label": "Earning Component",
"length": 0,
"no_copy": 0,
+ "options": "Salary Component",
"permlevel": 0,
+ "precision": "",
"print_hide": 0,
+ "print_hide_if_no_value": 0,
"read_only": 0,
+ "remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 1,
+ "columns": 0,
+ "fieldname": "earned_leave",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Earned Leave",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "is_earned_leave",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Earned Leave",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_earned_leave",
+ "fieldname": "earned_leave_frequency",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Earned Leave Frequency",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Monthly\nQuarterly\nYearly",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "0.5",
+ "depends_on": "is_earned_leave",
+ "fieldname": "rounding",
+ "fieldtype": "Float",
+ "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": "Rounding",
+ "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": 0
}
],
+ "has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"icon": "fa fa-flag",
"idx": 1,
+ "image_view": 0,
"in_create": 0,
- "in_dialog": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2015-11-16 06:29:49.659028",
+ "modified": "2018-05-08 18:32:51.803472",
"modified_by": "Administrator",
"module": "HR",
"name": "Leave Type",
@@ -190,7 +660,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -210,7 +679,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -230,7 +698,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -249,6 +716,10 @@
"write": 0
}
],
+ "quick_entry": 0,
"read_only": 0,
- "read_only_onload": 0
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "track_changes": 0,
+ "track_seen": 0
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/payroll_entry/payroll_entry.js b/erpnext/hr/doctype/payroll_entry/payroll_entry.js
index 1e6dc51..d02e1f1 100644
--- a/erpnext/hr/doctype/payroll_entry/payroll_entry.js
+++ b/erpnext/hr/doctype/payroll_entry/payroll_entry.js
@@ -9,6 +9,14 @@
frm.doc.posting_date = frappe.datetime.nowdate();
}
frm.toggle_reqd(['payroll_frequency'], !frm.doc.salary_slip_based_on_timesheet);
+
+ frm.set_query("department", function() {
+ return {
+ "filters": {
+ "company": frm.doc.company,
+ }
+ };
+ });
},
refresh: function(frm) {
diff --git a/erpnext/hr/doctype/payroll_entry/payroll_entry.json b/erpnext/hr/doctype/payroll_entry/payroll_entry.json
index 5cd1e53..54f1e45 100644
--- a/erpnext/hr/doctype/payroll_entry/payroll_entry.json
+++ b/erpnext/hr/doctype/payroll_entry/payroll_entry.json
@@ -41,6 +41,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -70,6 +71,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -103,6 +105,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -134,6 +137,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -167,6 +171,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -196,6 +201,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -228,6 +234,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -259,6 +266,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -290,6 +298,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -319,6 +328,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -349,6 +359,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -380,6 +391,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -409,6 +421,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -441,6 +454,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -471,6 +485,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -502,35 +517,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "column_break_11",
- "fieldtype": "Column Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -562,6 +549,99 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_11",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "deduct_tax_for_unclaimed_employee_benefits",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Deduct Tax For Unclaimed Employee Benefits",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "deduct_tax_for_unsubmitted_tax_exemption_proof",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Deduct Tax For Unsubmitted Tax Exemption Proof",
+ "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": 0
},
{
@@ -592,6 +672,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -623,6 +704,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -652,6 +734,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -683,6 +766,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -712,6 +796,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -743,6 +828,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -775,6 +861,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -804,6 +891,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -834,6 +922,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -864,6 +953,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -878,7 +968,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-12-06 19:47:03.235021",
+ "modified": "2018-04-27 12:42:45.054509",
"modified_by": "Administrator",
"module": "HR",
"name": "Payroll Entry",
@@ -887,7 +977,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 1,
"create": 1,
"delete": 1,
diff --git a/erpnext/hr/doctype/payroll_entry/payroll_entry.py b/erpnext/hr/doctype/payroll_entry/payroll_entry.py
index e5311f1..aa27e5b 100644
--- a/erpnext/hr/doctype/payroll_entry/payroll_entry.py
+++ b/erpnext/hr/doctype/payroll_entry/payroll_entry.py
@@ -38,18 +38,19 @@
ifnull(salary_slip_based_on_timesheet,0) = %(salary_slip_based_on_timesheet)s
{condition}""".format(condition=condition),
{"company": self.company, "salary_slip_based_on_timesheet":self.salary_slip_based_on_timesheet})
-
if sal_struct:
- cond += "and t2.parent IN %(sal_struct)s "
+ cond += "and t2.salary_structure IN %(sal_struct)s "
+ cond += "and ((%(from_date)s between t2.from_date and ifnull(t2.to_date, '2199-12-31')) or (%(to_date)s between t2.from_date and ifnull(t2.to_date, '2199-12-31')) or (t2.from_date between %(from_date)s and %(to_date)s))"
emp_list = frappe.db.sql("""
select
- t1.name as employee, t1.employee_name, t1.department, t1.designation
+ t1.name as employee, t1.employee_name, t1.department, t1.designation, t2.name
from
- `tabEmployee` t1, `tabSalary Structure Employee` t2
+ `tabEmployee` t1, `tabSalary Structure Assignment` t2
where
t1.docstatus!=2
and t1.name = t2.employee
- %s """% cond, {"sal_struct": sal_struct}, as_dict=True)
+ and t2.docstatus = 1
+ %s """% cond, {"sal_struct": sal_struct, "from_date": self.start_date, "to_date": self.end_date}, as_dict=True)
return emp_list
def fill_employee_details(self):
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/payroll_period/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/payroll_period/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/payroll_period/payroll_period.js
similarity index 79%
rename from erpnext/hr/doctype/health_insurance/health_insurance.js
rename to erpnext/hr/doctype/payroll_period/payroll_period.js
index 504da27..67caf9d 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/payroll_period/payroll_period.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Payroll Period', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/payroll_period/payroll_period.json b/erpnext/hr/doctype/payroll_period/payroll_period.json
new file mode 100644
index 0000000..44ead2b
--- /dev/null
+++ b/erpnext/hr/doctype/payroll_period/payroll_period.json
@@ -0,0 +1,164 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "Prompt",
+ "beta": 0,
+ "creation": "2018-04-13 15:18:53.698553",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "periods",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Payroll Periods",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Payroll Period Date",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-13 19:38:28.013664",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Payroll Period",
+ "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": "HR 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": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/payroll_period/payroll_period.py
similarity index 87%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/payroll_period/payroll_period.py
index c280254..1e18388 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/payroll_period/payroll_period.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class PayrollPeriod(Document):
pass
diff --git a/erpnext/setup/doctype/supplier_type/test_supplier_type.js b/erpnext/hr/doctype/payroll_period/test_payroll_period.js
similarity index 71%
copy from erpnext/setup/doctype/supplier_type/test_supplier_type.js
copy to erpnext/hr/doctype/payroll_period/test_payroll_period.js
index 085dddd..8c4ded9 100644
--- a/erpnext/setup/doctype/supplier_type/test_supplier_type.js
+++ b/erpnext/hr/doctype/payroll_period/test_payroll_period.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Supplier Type", function (assert) {
+QUnit.test("test: Payroll Period", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Supplier Type
- () => frappe.tests.make('Supplier Type', [
+ // insert a new Payroll Period
+ () => frappe.tests.make('Payroll Period', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/payroll_period/test_payroll_period.py
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/payroll_period/test_payroll_period.py
index 6978720..d06dc73 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/payroll_period/test_payroll_period.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestPayrollPeriod(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/payroll_period_date/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/payroll_period_date/__init__.py
diff --git a/erpnext/hr/doctype/payroll_period_date/payroll_period_date.json b/erpnext/hr/doctype/payroll_period_date/payroll_period_date.json
new file mode 100644
index 0000000..29bd2a3
--- /dev/null
+++ b/erpnext/hr/doctype/payroll_period_date/payroll_period_date.json
@@ -0,0 +1,103 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-13 15:17:30.513630",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "start_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Start Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "end_date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "End Date",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-04-13 19:39:37.473294",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Payroll Period Date",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/payroll_period_date/payroll_period_date.py
similarity index 86%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/payroll_period_date/payroll_period_date.py
index c280254..06ecb49 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/payroll_period_date/payroll_period_date.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class PayrollPeriodDate(Document):
pass
diff --git a/erpnext/hr/doctype/salary_component/salary_component.json b/erpnext/hr/doctype/salary_component/salary_component.json
index 29d6015..f08b1d7 100644
--- a/erpnext/hr/doctype/salary_component/salary_component.json
+++ b/erpnext/hr/doctype/salary_component/salary_component.json
@@ -1,5 +1,6 @@
{
"allow_copy": 0,
+ "allow_guest_to_view": 0,
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:salary_component",
@@ -12,6 +13,7 @@
"editable_grid": 1,
"fields": [
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -22,6 +24,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Name",
@@ -37,9 +40,11 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -49,7 +54,8 @@
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
- "in_filter": 1,
+ "in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Abbr",
@@ -66,10 +72,12 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "120px"
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -80,6 +88,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 1,
"label": "Type",
@@ -96,9 +105,72 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_4",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "disabled",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Disabled",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -109,6 +181,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Description",
@@ -124,19 +197,150 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "section_break_5",
+ "depends_on": "eval:doc.type==\"Earning\"",
+ "fieldname": "flexible_benefits",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Flexible Benefits",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "is_flexible_benefit",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Flexible Benefit",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_flexible_benefit",
+ "fieldname": "max_benefit_amount",
+ "fieldtype": "Currency",
+ "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": "Max Benefit Amount (Yearly)",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_flexible_benefit",
+ "fieldname": "earning_component_group",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Earning Component Group",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Salary Component",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_9",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
@@ -151,9 +355,232 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_flexible_benefit",
+ "fieldname": "is_pro_rata_applicable",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Pro-rata Applicable",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_flexible_benefit",
+ "fieldname": "only_tax_impact",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Only Tax Impact (Cannot Claim But Part of Taxable Income)",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "create_separate_payment_entry_against_benefit_claim",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Create Separate Payment Entry Against Benefit Claim",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:doc.type=='Deduction'",
+ "fieldname": "section_break_11",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "variable_based_on_taxable_salary",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Variable Based On Taxable Salary",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "variable_based_on_taxable_salary",
+ "fieldname": "taxable_salary_slabs",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Taxable Salary Slabs",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Taxable Salary Slab",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
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\ No newline at end of file
+}
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/salary_component/test_salary_component.js
similarity index 70%
rename from erpnext/hr/doctype/health_insurance/test_health_insurance.js
rename to erpnext/hr/doctype/salary_component/test_salary_component.js
index 81b0f8d..c47d32d 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/salary_component/test_salary_component.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Salary Component", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Salary Component
+ () => frappe.tests.make('Salary Component', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/salary_slip/salary_slip.json b/erpnext/hr/doctype/salary_slip/salary_slip.json
index 00deb0f..6f524f2 100644
--- a/erpnext/hr/doctype/salary_slip/salary_slip.json
+++ b/erpnext/hr/doctype/salary_slip/salary_slip.json
@@ -1014,6 +1014,98 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "section_break_32",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "deduct_tax_for_unclaimed_employee_benefits",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Deduct Tax For Unclaimed Employee Benefits",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "deduct_tax_for_unsubmitted_tax_exemption_proof",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Deduct Tax For Unsubmitted Tax Exemption Proof",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "earning_deduction",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1343,7 +1435,7 @@
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Loan",
+ "label": "Employee Loan",
"length": 0,
"no_copy": 0,
"options": "Salary Slip Loan",
@@ -1720,7 +1812,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2018-02-26 05:16:47.169743",
+ "modified": "2018-04-27 12:42:21.278360",
"modified_by": "Administrator",
"module": "HR",
"name": "Salary Slip",
@@ -1728,7 +1820,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 0,
@@ -1744,12 +1835,10 @@
"set_user_permissions": 0,
"share": 1,
"submit": 1,
- "user_permission_doctypes": "[\"Branch\",\"Company\",\"Department\",\"Designation\",\"Fiscal Year\",\"Salary Slip\"]",
"write": 1
},
{
"amend": 1,
- "apply_user_permissions": 0,
"cancel": 1,
"create": 1,
"delete": 1,
@@ -1769,7 +1858,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 1,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1785,7 +1873,6 @@
"set_user_permissions": 0,
"share": 0,
"submit": 0,
- "user_permission_doctypes": "[\"Employee\"]",
"write": 0
}
],
diff --git a/erpnext/hr/doctype/salary_slip/salary_slip.py b/erpnext/hr/doctype/salary_slip/salary_slip.py
index 75eb73b..984a78c 100644
--- a/erpnext/hr/doctype/salary_slip/salary_slip.py
+++ b/erpnext/hr/doctype/salary_slip/salary_slip.py
@@ -12,6 +12,7 @@
from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee
from erpnext.utilities.transaction_base import TransactionBase
from frappe.utils.background_jobs import enqueue
+from erpnext.hr.doctype.additional_salary_component.additional_salary_component import get_additional_salary_component
class SalarySlip(TransactionBase):
def autoname(self):
@@ -58,6 +59,12 @@
if amount and struct_row.statistical_component == 0:
self.update_component_row(struct_row, amount, key)
+ additional_components = get_additional_salary_component(self.employee, self.start_date, self.end_date)
+ if additional_components:
+ for additional_component in additional_components:
+ additional_component = frappe._dict(additional_component)
+ self.update_component_row(frappe._dict(additional_component.struct_row), additional_component.amount, "earnings")
+
def update_component_row(self, struct_row, amount, key):
component_row = None
for d in self.get(key):
@@ -104,8 +111,8 @@
'''Returns data for evaluating formula'''
data = frappe._dict()
- data.update(frappe.get_doc("Salary Structure Employee",
- {"employee": self.employee, "parent": self.salary_structure}).as_dict())
+ data.update(frappe.get_doc("Salary Structure Assignment",
+ {"employee": self.employee, "salary_structure": self.salary_structure}).as_dict())
data.update(frappe.get_doc("Employee", self.employee).as_dict())
data.update(self.as_dict())
@@ -166,10 +173,10 @@
if self.payroll_frequency:
cond = """and payroll_frequency = '%(payroll_frequency)s'""" % {"payroll_frequency": self.payroll_frequency}
- st_name = frappe.db.sql("""select parent from `tabSalary Structure Employee`
+ st_name = frappe.db.sql("""select salary_structure from `tabSalary Structure Assignment`
where employee=%s and (from_date <= %s or from_date <= %s)
and (to_date is null or to_date >= %s or to_date >= %s)
- and parent in (select name from `tabSalary Structure`
+ and salary_structure in (select name from `tabSalary Structure`
where is_active = 'Yes'%s)
"""% ('%s', '%s', '%s','%s','%s', cond),(self.employee, self.start_date, joining_date, self.end_date, relieving_date))
@@ -327,7 +334,7 @@
def sum_components(self, component_type, total_field):
joining_date, relieving_date = frappe.db.get_value("Employee", self.employee,
["date_of_joining", "relieving_date"])
-
+
if not relieving_date:
relieving_date = getdate(self.end_date)
@@ -463,4 +470,4 @@
if linked_ss:
for ss in linked_ss:
ss_doc = frappe.get_doc("Salary Slip", ss)
- frappe.db.set_value("Salary Slip", ss_doc.name, "journal_entry", "")
\ No newline at end of file
+ frappe.db.set_value("Salary Slip", ss_doc.name, "journal_entry", "")
diff --git a/erpnext/hr/doctype/salary_slip/test_salary_slip.py b/erpnext/hr/doctype/salary_slip/test_salary_slip.py
index cced29d..ae58298 100644
--- a/erpnext/hr/doctype/salary_slip/test_salary_slip.py
+++ b/erpnext/hr/doctype/salary_slip/test_salary_slip.py
@@ -7,6 +7,7 @@
import erpnext
import calendar
from erpnext.accounts.utils import get_fiscal_year
+from frappe.utils.make_random import get_random
from frappe.utils import getdate, nowdate, add_days, add_months, flt
from erpnext.hr.doctype.salary_structure.salary_structure import make_salary_slip
from erpnext.hr.doctype.payroll_entry.test_payroll_entry import get_salary_component_account
@@ -272,33 +273,31 @@
frappe.get_doc({
"doctype": "Salary Structure",
"name": sal_struct,
- "company": erpnext.get_default_company(),
- "employees": get_employee_details(employee),
+ "company": "_Test Company",
"earnings": get_earnings_component(),
"deductions": get_deductions_component(),
"payroll_frequency": payroll_frequency,
- "payment_account": frappe.get_value('Account', {'account_type': 'Cash', 'company': erpnext.get_default_company(),'is_group':0}, "name")
+ "payment_account": get_random("Account")
}).insert()
- elif not frappe.db.get_value("Salary Structure Employee",{'parent':sal_struct, 'employee':employee},'name'):
+ create_salary_structure_assignment(employee, sal_struct)
+
+ elif not frappe.db.get_value("Salary Structure Assignment",{'salary_structure':sal_struct, 'employee':employee},'name'):
sal_struct = frappe.get_doc("Salary Structure", sal_struct)
- sal_struct.append("employees", {"employee": employee,
- "employee_name": employee,
- "base": 32000,
- "variable": 3200,
- "from_date": add_months(nowdate(),-1)
- })
- sal_struct.save()
+ create_salary_structure_assignment(employee, sal_struct)
sal_struct = sal_struct.name
return sal_struct
-def get_employee_details(employee):
- return [{"employee": employee,
- "base": 50000,
- "variable": 5000,
- "from_date": add_months(nowdate(),-1)
- }
- ]
+def create_salary_structure_assignment(employee, salary_structure):
+ salary_structure_assignment = frappe.new_doc("Salary Structure Assignment")
+ salary_structure_assignment.employee = employee
+ salary_structure_assignment.base = 50000
+ salary_structure_assignment.variable = 5000
+ salary_structure_assignment.from_date = add_months(nowdate(), -1)
+ salary_structure_assignment.salary_structure = salary_structure
+ salary_structure_assignment.company = erpnext.get_default_company()
+ salary_structure_assignment.save(ignore_permissions=True)
+ return salary_structure_assignment
def get_earnings_component():
return [
@@ -353,4 +352,4 @@
"formula": 'base*.1',
"idx": 3
}
- ]
\ No newline at end of file
+ ]
diff --git a/erpnext/hr/doctype/salary_structure/salary_structure.js b/erpnext/hr/doctype/salary_structure/salary_structure.js
index bdf3c22..ca92234 100755
--- a/erpnext/hr/doctype/salary_structure/salary_structure.js
+++ b/erpnext/hr/doctype/salary_structure/salary_structure.js
@@ -2,7 +2,6 @@
// License: GNU General Public License v3. See license.txt
{% include "erpnext/public/js/controllers/accounts.js" %}
-cur_frm.add_fetch('employee', 'company', 'company');
cur_frm.add_fetch('company', 'default_letter_head', 'letter_head');
@@ -31,14 +30,6 @@
}
}
});
- frm.set_query("employee", "employees", function(doc) {
- return {
- query: "erpnext.controllers.queries.employee_query",
- filters: {
- company: doc.company
- }
- }
- });
frm.set_query("payment_account", function () {
var account_types = ["Bank", "Cash"];
return {
@@ -56,63 +47,18 @@
frm.fields_dict['earnings'].grid.set_column_disp("default_amount", false);
frm.fields_dict['deductions'].grid.set_column_disp("default_amount", false);
- frm.add_custom_button(__("Preview Salary Slip"),
- function() { frm.trigger('preview_salary_slip'); }, "fa fa-sitemap", "btn-default");
-
- frm.add_custom_button(__("Add Employees"),function () {
- frm.trigger('add_employees')
- })
-
- },
-
- add_employees:function (frm) {
- frm.$emp_dialog = new frappe.ui.Dialog({
- title: __("Add Employees"),
- fields: [
- {fieldname:'company', fieldtype:'Link', options: 'Company', label: __('Company')},
- {fieldname:'branch', fieldtype:'Link', options: 'Branch', label: __('Branch')},
- {fieldname:'department', fieldtype:'Link', options: 'Department', label: __('Department')},
- {fieldname:'designation', fieldtype:'Link', options: 'Designation', label: __('Designation')},
- {fieldname:'base_variable', fieldtype:'Section Break'},
- {fieldname:'base', fieldtype:'Currency', label: __('Base')},
- {fieldname:'base_col_br', fieldtype:'Column Break'},
- {fieldname:'variable', fieldtype:'Currency', label: __('Variable')}
- ]
+ frm.add_custom_button(__("Preview Salary Slip"), function() {
+ frm.trigger('preview_salary_slip');
});
- frm.$emp_dialog.set_primary_action(__("Add"), function() {
- frm.trigger('get_employees');
- });
- frm.$emp_dialog.show();
- },
- get_employees:function (frm) {
- var filters = frm.$emp_dialog.get_values();
- if ('variable' in filters) {
- delete filters.variable
+ if(frm.doc.docstatus==1) {
+ frm.add_custom_button(__("Assign Salary Structure"), function() {
+ var doc = frappe.model.get_new_doc('Salary Structure Assignment');
+ doc.salary_structure = frm.doc.name;
+ doc.company = frm.doc.company;
+ frappe.set_route('Form', 'Salary Structure Assignment', doc.name);
+ });
}
- if ('base' in filters) {
- delete filters.base
- }
- frappe.call({
- method:'erpnext.hr.doctype.salary_structure.salary_structure.get_employees',
- args:{
- filters: filters
- },
- callback:function (r) {
- var employees = $.map(frm.doc.employees, function(d) { return d.employee });
- for (var i=0; i< r.message.length; i++) {
- if (employees.indexOf(r.message[i].name) === -1) {
- var row = frappe.model.add_child(frm.doc, frm.fields_dict.employees.df.options, frm.fields_dict.employees.df.fieldname);
- row.employee = r.message[i].name;
- row.employee_name = r.message[i].employee_name;
- row.base = frm.$emp_dialog.get_value('base');
- row.variable = frm.$emp_dialog.get_value('variable');
- }
- }
- frm.refresh_field('employees');
- frm.$emp_dialog.hide()
- }
- })
},
salary_slip_based_on_timesheet: function(frm) {
@@ -120,38 +66,54 @@
},
preview_salary_slip: function(frm) {
- var d = new frappe.ui.Dialog({
- title: __("Preview Salary Slip"),
- fields: [
- { "fieldname":"employee", "fieldtype":"Select", "label":__("Employee"),
- options: $.map(frm.doc.employees, function(d) { return d.employee }), reqd: 1 },
- { fieldname:"fetch", "label":__("Show Salary Slip"), "fieldtype":"Button"}
- ]
- });
- d.get_input("fetch").on("click", function() {
- var values = d.get_values();
- if(!values) return;
- var print_format;
- frm.doc.salary_slip_based_on_timesheet ?
- print_format="Salary Slip based on Timesheet" :
- print_format="Salary Slip Standard";
+ frappe.call({
+ method: "erpnext.hr.doctype.salary_structure.salary_structure.get_employees",
+ args: {
+ salary_structure: frm.doc.name
+ },
+ callback: function(r) {
+ var employees = r.message;
+ var d = new frappe.ui.Dialog({
+ title: __("Preview Salary Slip"),
+ fields: [
+ {
+ "label":__("Employee"),
+ "fieldname":"employee",
+ "fieldtype":"Select",
+ options: employees
+ }, {
+ fieldname:"fetch",
+ "label":__("Show Salary Slip"),
+ "fieldtype":"Button"
+ }
+ ]
+ });
+ d.get_input("fetch").on("click", function() {
+ var values = d.get_values();
+ if(!values) return;
+ var print_format;
+ frm.doc.salary_slip_based_on_timesheet ?
+ print_format="Salary Slip based on Timesheet" :
+ print_format="Salary Slip Standard";
- frappe.call({
- method: "erpnext.hr.doctype.salary_structure.salary_structure.make_salary_slip",
- args: {
- source_name: frm.doc.name,
- employee: values.employee,
- as_print: 1,
- print_format: print_format
- },
- callback: function(r) {
- var new_window = window.open();
- new_window.document.write(r.message);
- // frappe.msgprint(r.message);
- }
- });
+ frappe.call({
+ method: "erpnext.hr.doctype.salary_structure.salary_structure.make_salary_slip",
+ args: {
+ source_name: frm.doc.name,
+ employee: values.employee,
+ as_print: 1,
+ print_format: print_format
+ },
+ callback: function(r) {
+ var new_window = window.open();
+ new_window.document.write(r.message);
+ // frappe.msgprint(r.message);
+ }
+ });
+ });
+ d.show();
+ }
});
- d.show();
},
toggle_fields: function(frm) {
@@ -211,7 +173,6 @@
cur_frm.cscript.validate = function(doc, cdt, cdn) {
calculate_totals(doc);
- if(doc.employee && doc.is_active == "Yes") frappe.model.clear_doc("Employee", doc.employee);
}
@@ -226,5 +187,46 @@
deductions_remove: function(frm) {
calculate_totals(frm.doc);
+ },
+
+ salary_component: function(frm, cdt, cdn) {
+ var child = locals[cdt][cdn];
+ if(child.salary_component){
+ frappe.call({
+ method: "frappe.client.get",
+ args: {
+ doctype: "Salary Component",
+ name: child.salary_component
+ },
+ callback: function(data) {
+ if(data.message){
+ var result = data.message;
+ frappe.model.set_value(cdt, cdn, 'condition',result.condition);
+ frappe.model.set_value(cdt, cdn, 'amount_based_on_formula',result.amount_based_on_formula);
+ if(result.amount_based_on_formula == 1){
+ frappe.model.set_value(cdt, cdn, 'formula',result.formula);
+ }
+ else{
+ frappe.model.set_value(cdt, cdn, 'amount',result.amount);
+ }
+ frappe.model.set_value(cdt, cdn, 'statistical_component',result.statistical_component);
+ frappe.model.set_value(cdt, cdn, 'depends_on_lwp',result.depends_on_lwp);
+ frappe.model.set_value(cdt, cdn, 'do_not_include_in_total',result.do_not_include_in_total);
+ refresh_field("earnings");
+ refresh_field("deductions");
+ }
+ }
+ });
+ }
+ },
+
+ amount_based_on_formula: function(frm, cdt, cdn) {
+ var child = locals[cdt][cdn];
+ if(child.amount_based_on_formula == 1){
+ frappe.model.set_value(cdt, cdn, 'amount', null);
+ }
+ else{
+ frappe.model.set_value(cdt, cdn, 'formula', null);
+ }
}
})
diff --git a/erpnext/hr/doctype/salary_structure/salary_structure.json b/erpnext/hr/doctype/salary_structure/salary_structure.json
index 945ebd0..5480c0e 100644
--- a/erpnext/hr/doctype/salary_structure/salary_structure.json
+++ b/erpnext/hr/doctype/salary_structure/salary_structure.json
@@ -40,6 +40,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -71,6 +72,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -99,6 +101,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -133,6 +136,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -166,6 +170,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -198,67 +203,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "employee_break",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "description": "Select employees for current Salary Structure",
- "fieldname": "employees",
- "fieldtype": "Table",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Employees",
- "length": 0,
- "no_copy": 0,
- "options": "Salary Structure Employee",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -289,6 +234,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -320,6 +266,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -349,6 +296,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -382,6 +330,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -414,6 +363,69 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "leave_encashment_amount_per_day",
+ "fieldtype": "Currency",
+ "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": "Leave Encashment Amount Per Day",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "max_benefits",
+ "fieldtype": "Currency",
+ "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": "Max Benefits (Amount)",
+ "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": 0
},
{
@@ -448,6 +460,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -479,6 +492,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -513,6 +527,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -544,6 +559,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -577,6 +593,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -607,6 +624,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -635,6 +653,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -668,6 +687,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -700,6 +720,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -730,6 +751,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -760,6 +782,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -791,6 +814,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -820,6 +844,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -851,6 +876,38 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Salary Structure",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -861,22 +918,21 @@
"idx": 1,
"image_view": 0,
"in_create": 0,
- "is_submittable": 0,
+ "is_submittable": 1,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-11-10 18:45:07.120254",
+ "modified": "2018-04-14 16:05:11.002259",
"modified_by": "Administrator",
"module": "HR",
"name": "Salary Structure",
"owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
+ "amend": 1,
+ "cancel": 1,
"create": 1,
- "delete": 0,
+ "delete": 1,
"email": 1,
"export": 0,
"if_owner": 0,
@@ -888,13 +944,12 @@
"role": "HR User",
"set_user_permissions": 0,
"share": 1,
- "submit": 0,
+ "submit": 1,
"write": 1
},
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
+ "amend": 1,
+ "cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
@@ -908,7 +963,7 @@
"role": "HR Manager",
"set_user_permissions": 0,
"share": 1,
- "submit": 0,
+ "submit": 1,
"write": 1
}
],
diff --git a/erpnext/hr/doctype/salary_structure/salary_structure.py b/erpnext/hr/doctype/salary_structure/salary_structure.py
index d8b56e3..23c57de 100644
--- a/erpnext/hr/doctype/salary_structure/salary_structure.py
+++ b/erpnext/hr/doctype/salary_structure/salary_structure.py
@@ -4,65 +4,20 @@
from __future__ import unicode_literals
import frappe
-from frappe.utils import flt, cint, getdate
+from frappe.utils import flt, cint
from frappe import _
from frappe.model.mapper import get_mapped_doc
from frappe.model.document import Document
-from erpnext.hr.utils import set_employee_name
class SalaryStructure(Document):
-
def validate(self):
self.validate_amount()
- for e in self.get('employees'):
- set_employee_name(e)
- self.validate_date()
self.strip_condition_and_formula_fields()
- def get_ss_values(self,employee):
- basic_info = frappe.db.sql("""select bank_name, bank_ac_no
- from `tabEmployee` where name =%s""", employee)
- ret = {'bank_name': basic_info and basic_info[0][0] or '',
- 'bank_ac_no': basic_info and basic_info[0][1] or ''}
- return ret
-
def validate_amount(self):
if flt(self.net_pay) < 0 and self.salary_slip_based_on_timesheet:
frappe.throw(_("Net pay cannot be negative"))
- def validate_date(self):
- for employee in self.get('employees'):
- joining_date, relieving_date = frappe.db.get_value("Employee", employee.employee,
- ["date_of_joining", "relieving_date"])
-
- if employee.from_date and joining_date and getdate(employee.from_date) < joining_date:
- frappe.throw(_("From Date {0} for Employee {1} cannot be before employee's joining Date {2}")
- .format(employee.from_date, employee.employee, joining_date))
-
- st_name = frappe.db.sql("""select parent from `tabSalary Structure Employee`
- where
- employee=%(employee)s
- and (
- (%(from_date)s between from_date and ifnull(to_date, '2199-12-31'))
- or (%(to_date)s between from_date and ifnull(to_date, '2199-12-31'))
- or (from_date between %(from_date)s and %(to_date)s)
- )
- and (
- exists (select name from `tabSalary Structure`
- where name = `tabSalary Structure Employee`.parent and is_active = 'Yes')
- )
- and parent != %(salary_struct)s""",
- {
- 'employee': employee.employee,
- 'from_date': employee.from_date,
- 'to_date': (employee.to_date or '2199-12-31'),
- 'salary_struct': self.name
- })
-
- if st_name:
- frappe.throw(_("Active Salary Structure {0} found for employee {1} for the given dates")
- .format(st_name[0][0], employee.employee))
-
def strip_condition_and_formula_fields(self):
# remove whitespaces from condition and formula fields
for row in self.earnings:
@@ -78,7 +33,7 @@
def postprocess(source, target):
if employee:
employee_details = frappe.db.get_value("Employee", employee,
- ["employee_name", "branch", "designation", "department"], as_dict=1)
+ ["employee_name", "branch", "designation", "department"], as_dict=1)
target.employee = employee
target.employee_name = employee_details.employee_name
target.branch = employee_details.branch
@@ -104,5 +59,7 @@
@frappe.whitelist()
-def get_employees(**args):
- return frappe.get_list('Employee',filters=args['filters'], fields=['name', 'employee_name'])
+def get_employees(salary_structure):
+ employees = frappe.get_list('Salary Structure Assignment',
+ filters={'salary_structure': salary_structure}, fields=['employee'])
+ return list(set([d.employee for d in employees]))
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/salary_structure_assignment/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/salary_structure_assignment/__init__.py
diff --git a/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.js b/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.js
new file mode 100644
index 0000000..56a05e0
--- /dev/null
+++ b/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.js
@@ -0,0 +1,46 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Salary Structure Assignment', {
+ setup: function(frm) {
+ frm.set_query("employee", function() {
+ return {
+ query: "erpnext.controllers.queries.employee_query",
+ filters: {
+ company: frm.doc.company
+ }
+ }
+ });
+ frm.set_query("salary_structure", function() {
+ return {
+ filters: {
+ company: frm.doc.company,
+ docstatus: 1,
+ is_active: "Yes"
+ }
+ }
+ });
+ },
+ employee: function(frm) {
+ if(frm.doc.employee){
+ frappe.call({
+ method: "frappe.client.get_value",
+ args:{
+ doctype: "Employee",
+ fieldname: "company",
+ filters:{
+ name: frm.doc.employee
+ }
+ },
+ callback: function(data) {
+ if(data.message){
+ frm.set_value("company", data.message.company);
+ }
+ }
+ });
+ }
+ else{
+ frm.set_value("company", null);
+ }
+ }
+});
diff --git a/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.json b/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.json
new file mode 100644
index 0000000..ab03536
--- /dev/null
+++ b/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.json
@@ -0,0 +1,474 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "SSA-.#####",
+ "beta": 0,
+ "creation": "2018-04-13 16:38:41.769237",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
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+ {
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+ "bold": 0,
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+ "fieldtype": "Date",
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+ "hidden": 0,
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+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Salary Structure Assignment",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-14 16:11:12.749326",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Salary Structure Assignment",
+ "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": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 0,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.py b/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.py
new file mode 100644
index 0000000..ee2920b
--- /dev/null
+++ b/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.py
@@ -0,0 +1,57 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import getdate
+from frappe.model.document import Document
+
+class SalaryStructureAssignment(Document):
+ def validate(self):
+ self.validate_dates()
+ self.validate_duplicate_assignments()
+
+ def validate_dates(self):
+ joining_date, relieving_date = frappe.db.get_value("Employee", self.employee,
+ ["date_of_joining", "relieving_date"])
+
+ if self.from_date:
+ if joining_date and getdate(self.from_date) < joining_date:
+ frappe.throw(_("From Date {0} cannot be before employee's joining Date {1}")
+ .format(self.from_date, joining_date))
+ if relieving_date and getdate(self.from_date) > relieving_date:
+ frappe.throw(_("From Date {0} cannot be after employee's relieving Date {1}")
+ .format(self.from_date, relieving_date))
+
+ if self.to_date:
+ if self.from_date and getdate(self.from_date) > getdate(self.to_date):
+ frappe.throw(_("From Date {0} cannot be after To Date {1}")
+ .format(self.from_date, self.to_date))
+ if relieving_date and getdate(self.to_date) > relieving_date:
+ frappe.throw(_("To Date {0} cannot be after employee's relieving Date {1}")
+ .format(self.to_date, relieving_date))
+
+ def validate_duplicate_assignments(self):
+ if not self.name:
+ # hack! if name is null, it could cause problems with !=
+ self.name = "New "+self.doctype
+ assignment = frappe.db.sql("""
+ select name from `tabSalary Structure Assignment`
+ where employee=%(employee)s
+ and name != %(name)s
+ and docstatus != 2
+ and (
+ (%(from_date)s between from_date and ifnull(to_date, '2199-12-31'))
+ or (%(to_date)s between from_date and ifnull(to_date, '2199-12-31'))
+ or (from_date between %(from_date)s and %(to_date)s)
+ )""", {
+ 'employee': self.employee,
+ 'from_date': self.from_date,
+ 'to_date': (self.to_date or '2199-12-31'),
+ 'name': self.name
+ })
+
+ if assignment:
+ frappe.throw(_("Active Salary Structure Assignment {0} found for employee {1} for the given dates").format(assignment[0][0], self.employee))
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/salary_structure_assignment/test_salary_structure_assignment.js
similarity index 65%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/salary_structure_assignment/test_salary_structure_assignment.js
index 81b0f8d..2f52576 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/salary_structure_assignment/test_salary_structure_assignment.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Salary Structure Assignment", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Salary Structure Assignment
+ () => frappe.tests.make('Salary Structure Assignment', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/salary_structure_assignment/test_salary_structure_assignment.py
similarity index 76%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/salary_structure_assignment/test_salary_structure_assignment.py
index 6978720..a9833bf 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/salary_structure_assignment/test_salary_structure_assignment.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestSalaryStructureAssignment(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/shift_assignment/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/shift_assignment/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/shift_assignment/shift_assignment.js
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/shift_assignment/shift_assignment.js
index 504da27..74708b1 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/shift_assignment/shift_assignment.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Shift Assignment', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/shift_assignment/shift_assignment.json b/erpnext/hr/doctype/shift_assignment/shift_assignment.json
new file mode 100644
index 0000000..897cfed
--- /dev/null
+++ b/erpnext/hr/doctype/shift_assignment/shift_assignment.json
@@ -0,0 +1,384 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "SH.#####",
+ "beta": 0,
+ "creation": "2018-04-13 16:25:04.562730",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_name",
+ "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": "Employee Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "employee.employee_name",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "shift_type",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Shift Type",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Shift Type",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "present",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Present",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_3",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "date",
+ "fieldtype": "Date",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Date",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "shift_request",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Shift Request",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Shift Request",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Shift Assignment",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-17 14:50:09.125737",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Shift Assignment",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "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": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 0
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 0,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/shift_assignment/shift_assignment.py b/erpnext/hr/doctype/shift_assignment/shift_assignment.py
new file mode 100644
index 0000000..fbbfe31
--- /dev/null
+++ b/erpnext/hr/doctype/shift_assignment/shift_assignment.py
@@ -0,0 +1,80 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from frappe.utils import cint, cstr, date_diff, flt, formatdate, getdate
+
+class OverlapError(frappe.ValidationError): pass
+
+class ShiftAssignment(Document):
+ def validate(self):
+ self.validate_overlapping_dates();
+
+ def validate_overlapping_dates(self):
+ if not self.name:
+ self.name = "New Shift Assignment"
+
+ d = frappe.db.sql("""
+ select
+ name, shift_type, date
+ from `tabShift Assignment`
+ where employee = %(employee)s and docstatus < 2
+ and date = %(date)s
+ and name != %(name)s""", {
+ "employee": self.employee,
+ "shift_type": self.shift_type,
+ "date": self.date,
+ "name": self.name
+ }, as_dict = 1)
+
+ for date_overlap in d:
+ if date_overlap['name']:
+ self.throw_overlap_error(date_overlap)
+
+ def throw_overlap_error(self, d):
+ msg = _("Employee {0} has already applied for {1} on {2} : ").format(self.employee,
+ d['shift_type'], formatdate(d['date'])) \
+ + """ <b><a href="#Form/Shift Request/{0}">{0}</a></b>""".format(d["name"])
+ frappe.throw(msg, OverlapError)
+
+@frappe.whitelist()
+def get_events(start, end, filters=None):
+ events = []
+
+ employee = frappe.db.get_value("Employee", {"user_id": frappe.session.user}, ["name", "company"],
+ as_dict=True)
+ if employee:
+ employee, company = employee.name, employee.company
+ else:
+ employee=''
+ company=frappe.db.get_value("Global Defaults", None, "default_company")
+
+ from frappe.desk.reportview import get_filters_cond
+ conditions = get_filters_cond("Shift Assignment", filters, [])
+ add_assignments(events, start, end, conditions=conditions)
+ return events
+
+def add_assignments(events, start, end, conditions=None):
+ query = """select name, date, employee_name,
+ employee, docstatus
+ from `tabShift Assignment` where
+ date <= %(date)s
+ and docstatus < 2"""
+ if conditions:
+ query += conditions
+
+ for d in frappe.db.sql(query, {"date":start, "date":end}, as_dict=True):
+ e = {
+ "name": d.name,
+ "doctype": "Shift Assignment",
+ "date": d.date,
+ "title": cstr(d.employee_name) + \
+ cstr(d.shift_type),
+ "docstatus": d.docstatus
+ }
+ if e not in events:
+ events.append(e)
\ No newline at end of file
diff --git a/erpnext/hr/doctype/shift_assignment/shift_assignment_calendar.js b/erpnext/hr/doctype/shift_assignment/shift_assignment_calendar.js
new file mode 100644
index 0000000..c2c9bc0
--- /dev/null
+++ b/erpnext/hr/doctype/shift_assignment/shift_assignment_calendar.js
@@ -0,0 +1,19 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.views.calendar["Shift Assignment"] = {
+ field_map: {
+ "start": "date",
+ "end": "date",
+ "id": "name",
+ "docstatus": 1
+ },
+ options: {
+ header: {
+ left: 'prev,next today',
+ center: 'title',
+ right: 'month'
+ }
+ },
+ get_events_method: "erpnext.hr.doctype.shift_assignment.shift_assignment.get_events"
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.js b/erpnext/hr/doctype/shift_assignment/test_shift_assignment.js
similarity index 70%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.js
copy to erpnext/hr/doctype/shift_assignment/test_shift_assignment.js
index 81b0f8d..7727287 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.js
+++ b/erpnext/hr/doctype/shift_assignment/test_shift_assignment.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Health Insurance", function (assert) {
+QUnit.test("test: Shift Assignment", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Health Insurance
- () => frappe.tests.make('Health Insurance', [
+ // insert a new Shift Assignment
+ () => frappe.tests.make('Shift Assignment', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/shift_assignment/test_shift_assignment.py
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/shift_assignment/test_shift_assignment.py
index 6978720..eb51adb 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/shift_assignment/test_shift_assignment.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestShiftAssignment(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/shift_request/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/shift_request/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/shift_request/shift_request.js
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/shift_request/shift_request.js
index 504da27..1db7c7d 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/shift_request/shift_request.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Shift Request', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/shift_request/shift_request.json b/erpnext/hr/doctype/shift_request/shift_request.json
new file mode 100644
index 0000000..04a3edf
--- /dev/null
+++ b/erpnext/hr/doctype/shift_request/shift_request.json
@@ -0,0 +1,352 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "SREQ.#####",
+ "beta": 0,
+ "creation": "2018-04-13 16:32:27.974273",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "shift_type",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Shift Type",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Shift Type",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee_name",
+ "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": "Employee Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "employee.employee_name",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_4",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "from_date",
+ "fieldtype": "Date",
+ "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": "From Date",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "to_date",
+ "fieldtype": "Date",
+ "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": "To Date",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Shift Request",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-16 11:01:25.902995",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Shift Request",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 0,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 0,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/shift_request/shift_request.py b/erpnext/hr/doctype/shift_request/shift_request.py
new file mode 100644
index 0000000..7057d20
--- /dev/null
+++ b/erpnext/hr/doctype/shift_request/shift_request.py
@@ -0,0 +1,87 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from frappe.utils import formatdate, getdate
+
+class OverlapError(frappe.ValidationError): pass
+
+class ShiftRequest(Document):
+ def validate(self):
+ self.validate_dates();
+ self.validate_shift_request_overlap_dates();
+
+ def on_submit(self):
+ date_list = self.get_working_days(self.from_date, self.to_date)
+ for date in date_list:
+ assignment_doc = frappe.new_doc("Shift Assignment")
+ assignment_doc.company = self.company
+ assignment_doc.shift_type = self.shift_type
+ assignment_doc.employee = self.employee
+ assignment_doc.date = date
+ assignment_doc.shift_request = self.name
+ assignment_doc.insert()
+ assignment_doc.submit()
+
+ def validate_dates(self):
+ if self.from_date and self.to_date and (getdate(self.to_date) < getdate(self.from_date)):
+ frappe.throw(_("To date cannot be before from date"))
+
+ def validate_shift_request_overlap_dates(self):
+ if not self.name:
+ self.name = "New Shift Request"
+
+ d = frappe.db.sql("""
+ select
+ name, shift_type, from_date, to_date
+ from `tabShift Request`
+ where employee = %(employee)s and docstatus < 2
+ and ((%(from_date)s >= from_date
+ and %(from_date)s <= to_date) or
+ ( %(to_date)s >= from_date
+ and %(to_date)s <= to_date ))
+ and name != %(name)s""", {
+ "employee": self.employee,
+ "shift_type": self.shift_type,
+ "from_date": self.from_date,
+ "to_date": self.to_date,
+ "name": self.name
+ }, as_dict=1)
+
+ for date_overlap in d:
+ if date_overlap ['name']:
+ self.throw_overlap_error(date_overlap)
+
+ def throw_overlap_error(self, d):
+ msg = _("Employee {0} has already applied for {1} between {2} and {3} : ").format(self.employee,
+ d['shift_type'], formatdate(d['from_date']), formatdate(d['to_date'])) \
+ + """ <b><a href="#Form/Shift Request/{0}">{0}</a></b>""".format(d["name"])
+ frappe.throw(msg, OverlapError)
+
+ def get_working_days(self, start_date, end_date):
+ start_date, end_date = getdate(start_date), getdate(end_date)
+
+ from datetime import timedelta
+
+ date_list = []
+ employee_holiday_list = []
+
+ employee_holidays = frappe.db.sql("""select holiday_date from `tabHoliday`
+ where parent in (select holiday_list from `tabEmployee`
+ where name = %s)""",self.employee,as_dict=1)
+
+ for d in employee_holidays:
+ employee_holiday_list.append(d.holiday_date)
+
+ reference_date = start_date
+
+ while reference_date <= end_date:
+ if reference_date not in employee_holiday_list:
+ date_list.append(reference_date)
+ reference_date += timedelta(days=1)
+
+ return date_list
\ No newline at end of file
diff --git a/erpnext/setup/doctype/supplier_type/test_supplier_type.js b/erpnext/hr/doctype/shift_request/test_shift_request.js
similarity index 71%
copy from erpnext/setup/doctype/supplier_type/test_supplier_type.js
copy to erpnext/hr/doctype/shift_request/test_shift_request.js
index 085dddd..9c8cd70 100644
--- a/erpnext/setup/doctype/supplier_type/test_supplier_type.js
+++ b/erpnext/hr/doctype/shift_request/test_shift_request.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Supplier Type", function (assert) {
+QUnit.test("test: Shift Request", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Supplier Type
- () => frappe.tests.make('Supplier Type', [
+ // insert a new Shift Request
+ () => frappe.tests.make('Shift Request', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/shift_request/test_shift_request.py b/erpnext/hr/doctype/shift_request/test_shift_request.py
new file mode 100644
index 0000000..d32443a
--- /dev/null
+++ b/erpnext/hr/doctype/shift_request/test_shift_request.py
@@ -0,0 +1,28 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+from frappe.utils import nowdate
+
+class TestShiftRequest(unittest.TestCase):
+ def test_make_shift_request(self):
+ shift_request = frappe.get_doc({
+ "doctype": "Shift Request",
+ "shift_type": "Day Shift",
+ "company": "_Test Company",
+ "employee": "_T-Employee-00001",
+ "employee_name": "_Test Employee",
+ "start_date": nowdate(),
+ "end_date": nowdate()
+ })
+ shift_request.insert()
+ shift_request.submit()
+ shift_assignment = frappe.db.sql("""select employee
+ from `tabShift Assignment`
+ where shift_request = %s""", shift_request.name)
+ if shift_assignment:
+ employee = shift_assignment[0][0]
+ self.assertEqual(shift_request.employee, employee)
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/shift_type/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/shift_type/__init__.py
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.js b/erpnext/hr/doctype/shift_type/shift_type.js
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/health_insurance.js
copy to erpnext/hr/doctype/shift_type/shift_type.js
index 504da27..feae889 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.js
+++ b/erpnext/hr/doctype/shift_type/shift_type.js
@@ -1,7 +1,7 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on('Health Insurance', {
+frappe.ui.form.on('Shift Type', {
refresh: function(frm) {
}
diff --git a/erpnext/hr/doctype/shift_type/shift_type.json b/erpnext/hr/doctype/shift_type/shift_type.json
new file mode 100644
index 0000000..d5af2e4
--- /dev/null
+++ b/erpnext/hr/doctype/shift_type/shift_type.json
@@ -0,0 +1,194 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "prompt",
+ "beta": 0,
+ "creation": "2018-04-13 16:22:52.954783",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "start_time",
+ "fieldtype": "Time",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Start Time",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "end_time",
+ "fieldtype": "Time",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "End Time",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "holiday_list",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Holiday List",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Holiday List",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-13 17:48:00.309273",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Shift Type",
+ "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": "HR 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": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 0
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 0,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 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
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/shift_type/shift_type.py
similarity index 87%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/shift_type/shift_type.py
index c280254..88ae243 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/shift_type/shift_type.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
- pass
+class ShiftType(Document):
+ pass
\ No newline at end of file
diff --git a/erpnext/setup/doctype/supplier_type/test_supplier_type.js b/erpnext/hr/doctype/shift_type/test_shift_type.js
similarity index 71%
copy from erpnext/setup/doctype/supplier_type/test_supplier_type.js
copy to erpnext/hr/doctype/shift_type/test_shift_type.js
index 085dddd..846f931 100644
--- a/erpnext/setup/doctype/supplier_type/test_supplier_type.js
+++ b/erpnext/hr/doctype/shift_type/test_shift_type.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Supplier Type", function (assert) {
+QUnit.test("test: Shift Type", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Supplier Type
- () => frappe.tests.make('Supplier Type', [
+ // insert a new Shift Type
+ () => frappe.tests.make('Shift Type', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/shift_type/test_shift_type.py b/erpnext/hr/doctype/shift_type/test_shift_type.py
new file mode 100644
index 0000000..d5afdf5
--- /dev/null
+++ b/erpnext/hr/doctype/shift_type/test_shift_type.py
@@ -0,0 +1,17 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestShiftType(unittest.TestCase):
+ def test_make_shift_type(self):
+ shift_type = frappe.get_doc({
+ "doctype": "Shift Type",
+ "name": "Day Shift",
+ "start_time": "9:00:00",
+ "end_time": "18:00:00"
+ })
+ shift_type.insert()
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/staffing_plan/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/staffing_plan/__init__.py
diff --git a/erpnext/hr/doctype/staffing_plan/staffing_plan.js b/erpnext/hr/doctype/staffing_plan/staffing_plan.js
new file mode 100644
index 0000000..ca57d9f
--- /dev/null
+++ b/erpnext/hr/doctype/staffing_plan/staffing_plan.js
@@ -0,0 +1,101 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Staffing Plan', {
+ setup: function(frm) {
+ frm.set_query("designation", "staffing_details", function() {
+ let designations = [];
+ $.each(frm.doc.staffing_details, function(index, staff_detail) {
+ if(staff_detail.designation){
+ designations.push(staff_detail.designation)
+ }
+ })
+ // Filter out designations already selected in Staffing Plan Detail
+ return {
+ filters: [
+ ['Designation', 'name', 'not in', designations],
+ ]
+ }
+ });
+
+ frm.set_query("department", function() {
+ return {
+ "filters": {
+ "company": frm.doc.company,
+ }
+ };
+ });
+ }
+});
+
+frappe.ui.form.on('Staffing Plan Detail', {
+ designation: function(frm, cdt, cdn) {
+ let child = locals[cdt][cdn]
+ if(frm.doc.company && child.designation){
+ frappe.call({
+ "method": "erpnext.hr.doctype.staffing_plan.staffing_plan.get_current_employee_count",
+ args: {
+ designation: child.designation,
+ company: frm.doc.company
+ },
+ callback: function (data) {
+ if(data.message){
+ frappe.model.set_value(cdt, cdn, 'current_count', data.message);
+ }
+ else{ // No employees for this designation
+ frappe.model.set_value(cdt, cdn, 'current_count', 0);
+ }
+ }
+ });
+ }
+ },
+
+ number_of_positions: function(frm, cdt, cdn) {
+ set_vacancies(frm, cdt, cdn);
+ },
+
+ current_count: function(frm, cdt, cdn) {
+ set_vacancies(frm, cdt, cdn);
+ },
+
+ estimated_cost_per_position: function(frm, cdt, cdn) {
+ let child = locals[cdt][cdn];
+ set_total_estimated_cost(frm, cdt, cdn);
+ }
+
+});
+
+var set_vacancies = function(frm, cdt, cdn) {
+ let child = locals[cdt][cdn]
+ if(child.number_of_positions) {
+ frappe.model.set_value(cdt, cdn, 'vacancies', child.number_of_positions - child.current_count);
+ }
+ else{
+ frappe.model.set_value(cdt, cdn, 'vacancies', 0);
+ }
+ set_total_estimated_cost(frm, cdt, cdn);
+}
+
+// Note: Estimated Cost is calculated on number of Vacancies
+var set_total_estimated_cost = function(frm, cdt, cdn) {
+ let child = locals[cdt][cdn]
+ if(child.number_of_positions && child.estimated_cost_per_position) {
+ frappe.model.set_value(cdt, cdn, 'total_estimated_cost', child.vacancies * child.estimated_cost_per_position);
+ }
+ else {
+ frappe.model.set_value(cdt, cdn, 'total_estimated_cost', 0);
+ }
+ set_total_estimated_budget(frm);
+};
+
+var set_total_estimated_budget = function(frm) {
+ let estimated_budget = 0.0
+ if(frm.doc.staffing_details) {
+ $.each(frm.doc.staffing_details, function(index, staff_detail) {
+ if(staff_detail.total_estimated_cost){
+ estimated_budget += staff_detail.total_estimated_cost
+ }
+ })
+ frm.set_value('total_estimated_budget', estimated_budget);
+ }
+}
diff --git a/erpnext/hr/doctype/staffing_plan/staffing_plan.json b/erpnext/hr/doctype/staffing_plan/staffing_plan.json
new file mode 100644
index 0000000..229cc05
--- /dev/null
+++ b/erpnext/hr/doctype/staffing_plan/staffing_plan.json
@@ -0,0 +1,393 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "prompt",
+ "beta": 0,
+ "creation": "2018-04-13 18:07:21.582747",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Department",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Department",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_3",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "from_date",
+ "fieldtype": "Date",
+ "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": "From Date",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "to_date",
+ "fieldtype": "Date",
+ "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": "To Date",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "staffing_plan_details",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Staffing Plan Details",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "staffing_details",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Staffing Plan Detail",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Staffing Plan Detail",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_8",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "0.00",
+ "fieldname": "total_estimated_budget",
+ "fieldtype": "Currency",
+ "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": "Total Estimated Budget",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Staffing Plan",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-18 19:10:34.394249",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Staffing Plan",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 0,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 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
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/staffing_plan/staffing_plan.py b/erpnext/hr/doctype/staffing_plan/staffing_plan.py
new file mode 100644
index 0000000..37ff5cb
--- /dev/null
+++ b/erpnext/hr/doctype/staffing_plan/staffing_plan.py
@@ -0,0 +1,66 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+from frappe import _
+from frappe.utils import getdate, nowdate
+
+class StaffingPlan(Document):
+ def validate(self):
+ # Validate Dates
+ if self.from_date and self.to_date and self.from_date > self.to_date:
+ frappe.throw(_("From Date cannot be greater than To Date"))
+
+ # Validate if any submitted Staffing Plan exist for Designations in this plan
+ # and spd.vacancies>0 ?
+ for detail in self.get("staffing_details"):
+ overlap = (frappe.db.sql("""select spd.parent \
+ from `tabStaffing Plan Detail` spd join `tabStaffing Plan` sp on spd.parent=sp.name \
+ where spd.designation='{0}' and sp.docstatus=1 \
+ and sp.to_date >= '{1}' and sp.from_date <='{2}'"""
+ .format(detail.designation, self.from_date, self.to_date)))
+
+ if overlap and overlap [0][0]:
+ frappe.throw(_("Staffing Plan {0} already exist for designation {1}"
+ .format(overlap[0][0], detail.designation)))
+
+@frappe.whitelist()
+def get_current_employee_count(designation, company):
+ if not designation:
+ return False
+
+ lft, rgt = frappe.db.get_value("Company", company, ["lft", "rgt"])
+ employee_count = frappe.db.sql("""select count(*) from `tabEmployee`
+ where designation = %s and status='Active'
+ and company in (select name from tabCompany where lft>=%s and rgt<=%s)
+ """, (designation, lft, rgt))[0][0]
+ return employee_count
+
+def get_active_staffing_plan_and_vacancies(company, designation, department=None, date=getdate(nowdate())):
+ if not company or not designation:
+ frappe.throw(_("Please select Company and Designation"))
+
+ conditions = ""
+ if(department): #Department is an optional field
+ conditions += " and sp.department='{0}'".format(frappe.db.escape(department))
+
+ if(date): #ToDo: Date should be mandatory?
+ conditions += " and '{0}' between sp.from_date and sp.to_date".format(date)
+
+ staffing_plan = frappe.db.sql("""
+ select sp.name, spd.vacancies
+ from `tabStaffing Plan Detail` spd join `tabStaffing Plan` sp on spd.parent=sp.name
+ where company=%s and spd.designation=%s and sp.docstatus=1 {0}
+ """.format(conditions), (company, designation))
+
+ if not staffing_plan:
+ parent_company = frappe.db.get_value("Company", company, "parent_company")
+ if parent_company:
+ staffing_plan = get_active_staffing_plan_and_vacancies(parent_company,
+ designation, department, date)
+
+ # Only a signle staffing plan can be active for a designation on given date
+ return staffing_plan[0] if staffing_plan else None
diff --git a/erpnext/setup/doctype/supplier_type/test_supplier_type.js b/erpnext/hr/doctype/staffing_plan/test_staffing_plan.js
similarity index 71%
copy from erpnext/setup/doctype/supplier_type/test_supplier_type.js
copy to erpnext/hr/doctype/staffing_plan/test_staffing_plan.js
index 085dddd..64320bc 100644
--- a/erpnext/setup/doctype/supplier_type/test_supplier_type.js
+++ b/erpnext/hr/doctype/staffing_plan/test_staffing_plan.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Supplier Type", function (assert) {
+QUnit.test("test: Staffing Plan", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Supplier Type
- () => frappe.tests.make('Supplier Type', [
+ // insert a new Staffing Plan
+ () => frappe.tests.make('Staffing Plan', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/hr/doctype/staffing_plan/test_staffing_plan.py
similarity index 79%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/hr/doctype/staffing_plan/test_staffing_plan.py
index 6978720..426ab3a 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/hr/doctype/staffing_plan/test_staffing_plan.py
@@ -6,5 +6,5 @@
import frappe
import unittest
-class TestHealthInsurance(unittest.TestCase):
+class TestStaffingPlan(unittest.TestCase):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/staffing_plan_detail/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/staffing_plan_detail/__init__.py
diff --git a/erpnext/hr/doctype/staffing_plan_detail/staffing_plan_detail.json b/erpnext/hr/doctype/staffing_plan_detail/staffing_plan_detail.json
new file mode 100644
index 0000000..eb77b43
--- /dev/null
+++ b/erpnext/hr/doctype/staffing_plan_detail/staffing_plan_detail.json
@@ -0,0 +1,258 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-13 18:04:20.978931",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "designation",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Designation",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Designation",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "number_of_positions",
+ "fieldtype": "Int",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Number Of Positions",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "estimated_cost_per_position",
+ "fieldtype": "Currency",
+ "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": "Estimated Cost Per Position",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "total_estimated_cost",
+ "fieldtype": "Currency",
+ "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": "Total Estimated Cost",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_5",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "current_count",
+ "fieldtype": "Int",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Current Count",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "vacancies",
+ "fieldtype": "Int",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Vacancies",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-04-15 16:09:12.622186",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Staffing Plan Detail",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/staffing_plan_detail/staffing_plan_detail.py
similarity index 86%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/staffing_plan_detail/staffing_plan_detail.py
index c280254..28a651e 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/staffing_plan_detail/staffing_plan_detail.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class StaffingPlanDetail(Document):
pass
diff --git a/erpnext/hr/doctype/health_insurance/__init__.py b/erpnext/hr/doctype/taxable_salary_slab/__init__.py
similarity index 100%
copy from erpnext/hr/doctype/health_insurance/__init__.py
copy to erpnext/hr/doctype/taxable_salary_slab/__init__.py
diff --git a/erpnext/hr/doctype/taxable_salary_slab/taxable_salary_slab.json b/erpnext/hr/doctype/taxable_salary_slab/taxable_salary_slab.json
new file mode 100644
index 0000000..bd0ec6b
--- /dev/null
+++ b/erpnext/hr/doctype/taxable_salary_slab/taxable_salary_slab.json
@@ -0,0 +1,165 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-13 17:42:13.516032",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "from_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "From Amount",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "to_amount",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "To Amount",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "percent_deduction",
+ "fieldtype": "Float",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Percent Deduction",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "condition",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Condition",
+ "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": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-04-13 20:09:36.675987",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Taxable Salary Slab",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/health_insurance/health_insurance.py b/erpnext/hr/doctype/taxable_salary_slab/taxable_salary_slab.py
similarity index 86%
copy from erpnext/hr/doctype/health_insurance/health_insurance.py
copy to erpnext/hr/doctype/taxable_salary_slab/taxable_salary_slab.py
index c280254..23e5ffb 100644
--- a/erpnext/hr/doctype/health_insurance/health_insurance.py
+++ b/erpnext/hr/doctype/taxable_salary_slab/taxable_salary_slab.py
@@ -6,5 +6,5 @@
import frappe
from frappe.model.document import Document
-class HealthInsurance(Document):
+class TaxableSalarySlab(Document):
pass
diff --git a/erpnext/hr/employee_property_update.js b/erpnext/hr/employee_property_update.js
new file mode 100644
index 0000000..473916c
--- /dev/null
+++ b/erpnext/hr/employee_property_update.js
@@ -0,0 +1,147 @@
+frappe.ui.form.on(cur_frm.doctype, {
+ setup: function(frm) {
+ frm.set_query("employee", function() {
+ return {
+ filters: {
+ "status": "Active"
+ }
+ };
+ });
+ },
+ onload: function(frm){
+ if(frm.doc.__islocal){
+ if(frm.doctype == "Employee Promotion"){
+ frm.doc.promotion_details = [];
+ }else if (frm.doctype == "Employee Transfer") {
+ frm.doc.transfer_details = [];
+ }
+ }
+ },
+ employee: function(frm) {
+ frm.add_fetch("employee", "company", "company");
+ },
+ refresh: function(frm) {
+ var table;
+ if(frm.doctype == "Employee Promotion"){
+ table = "promotion_details";
+ }else if (frm.doctype == "Employee Transfer") {
+ table = "transfer_details";
+ }
+ if(!table){return;}
+ cur_frm.fields_dict[table].grid.wrapper.find('.grid-add-row').hide();
+ cur_frm.fields_dict[table].grid.add_custom_button(__('Add Row'), () => {
+ if(!frm.doc.employee){
+ frappe.msgprint(__("Please select Employee"));
+ return;
+ }
+ frappe.call({
+ method: 'erpnext.hr.utils.get_employee_fields_label',
+ callback: function(r) {
+ if(r.message){
+ show_dialog(frm, table, r.message);
+ }
+ }
+ });
+ });
+ }
+});
+
+var show_dialog = function(frm, table, field_labels) {
+ var d = new frappe.ui.Dialog({
+ title: "Update Property",
+ fields: [
+ {fieldname: "property", label: __('Select Property'), fieldtype:"Select", options: field_labels},
+ {fieldname: "current", fieldtype: "Data", label:__('Current'), read_only: true},
+ {fieldname: "field_html", fieldtype: "HTML"}
+ ],
+ primary_action_label: __('Add to Details'),
+ primary_action: () => {
+ d.get_primary_btn().attr('disabled', true);
+ if(d.data){
+ add_to_details(frm, d, table);
+ }
+ }
+ });
+ d.fields_dict["property"].df.onchange = () => {
+ let property = d.get_values().property;
+ d.data.fieldname = property;
+ if(!property){return;}
+ frappe.call({
+ method: 'erpnext.hr.utils.get_employee_field_property',
+ args: {employee: frm.doc.employee, fieldname: property},
+ callback: function(r) {
+ if(r.message){
+ d.data.current = r.message.value;
+ d.data.property = r.message.label;
+ d.fields_dict.field_html.$wrapper.html("");
+ d.set_value('current', r.message.value);
+ render_dynamic_field(d, r.message.datatype, r.message.options, property);
+ d.get_primary_btn().attr('disabled', false);
+ }
+ }
+ });
+ };
+ d.get_primary_btn().attr('disabled', true);
+ d.data = {};
+ d.show();
+};
+
+var render_dynamic_field = function(d, fieldtype, options, fieldname) {
+ d.data.new = null;
+ var dynamic_field = frappe.ui.form.make_control({
+ df: {
+ "fieldtype": fieldtype,
+ "fieldname": fieldname,
+ "options": options || ''
+ },
+ parent: d.fields_dict.field_html.wrapper,
+ only_input: false
+ });
+ dynamic_field.make_input();
+ $(dynamic_field.label_area).text(__("New"));
+ dynamic_field.$input.on("change", function(e) {
+ d.data.new = e.target.value;
+ }).on("awesomplete-close", function(e) {
+ d.data.new = e.target.value;
+ });
+};
+
+var add_to_details = function(frm, d, table) {
+ let data = d.data;
+ if(data.fieldname){
+ if(validate_duplicate(frm, table, data.fieldname)){
+ frappe.show_alert({message:__("Property already added"), indicator:'orange'});
+ return false;
+ }
+ if(data.current == data.new){
+ frappe.show_alert({message:__("Nothing to change"), indicator:'orange'});
+ d.get_primary_btn().attr('disabled', false);
+ return false;
+ }
+ frm.add_child(table, {
+ fieldname: data.fieldname,
+ property: data.property,
+ current: data.current,
+ new: data.new
+ });
+ frm.refresh_field(table);
+ d.fields_dict.field_html.$wrapper.html("");
+ d.set_value("property", "");
+ d.set_value('current', "");
+ frappe.show_alert({message:__("Added to details"),indicator:'green'});
+ d.data = {};
+ }else {
+ frappe.show_alert({message:__("Value missing"),indicator:'red'});
+ }
+};
+
+var validate_duplicate = function(frm, table, fieldname){
+ let duplicate = false;
+ $.each(frm.doc[table], function(i, detail) {
+ if(detail.fieldname === fieldname){
+ duplicate = true;
+ return;
+ }
+ });
+ return duplicate;
+};
diff --git a/erpnext/hr/utils.py b/erpnext/hr/utils.py
index aa456aa..5c64b2e 100644
--- a/erpnext/hr/utils.py
+++ b/erpnext/hr/utils.py
@@ -4,7 +4,233 @@
from __future__ import unicode_literals
import frappe
from frappe import _
+from frappe.utils import formatdate, format_datetime, getdate, get_datetime, nowdate
+from frappe.model.document import Document
+from frappe.desk.form import assign_to
+
+class EmployeeBoardingController(Document):
+ '''
+ Create the project and the task for the boarding process
+ Assign to the concerned person and roles as per the onboarding/separation template
+ '''
+ def validate(self):
+ # remove the task if linked before submitting the form
+ if self.amended_from:
+ for activity in self.activities:
+ activity.task = ''
+
+ def on_submit(self):
+ # create the project for the given employee onboarding
+ project_name = _(self.doctype) + " : " + self.employee_name
+ if self.doctype == "Employee Onboarding":
+ project_name += " (" + self.job_applicant + ")"
+ else:
+ project_name += " (" + self.employee + ")"
+ project = frappe.get_doc({
+ "doctype": "Project",
+ "project_name": project_name,
+ "expected_start_date": self.date_of_joining if self.doctype == "Employee Onboarding" else self.resignation_letter_date,
+ "department": self.department,
+ "company": self.company
+ }).insert(ignore_permissions=True)
+ self.db_set("project", project.name)
+
+ # create the task for the given project and assign to the concerned person
+ for activity in self.activities:
+ task = frappe.get_doc({
+ "doctype": "Task",
+ "project": project.name,
+ "subject": activity.activity_name + " : " + self.employee_name,
+ "description": activity.description,
+ "department": self.department,
+ "company": self.company
+ }).insert(ignore_permissions=True)
+ activity.db_set("task", task.name)
+ users = [activity.user] if activity.user else []
+ if activity.role:
+ user_list = frappe.db.sql_list('''select distinct(parent) from `tabHas Role`
+ where parenttype='User' and role=%s''', activity.role)
+ users = users + user_list
+
+ # assign the task the users
+ if users:
+ self.assign_task_to_users(task, set(users))
+
+ def assign_task_to_users(self, task, users):
+ for user in users:
+ args = {
+ 'assign_to' : user,
+ 'doctype' : task.doctype,
+ 'name' : task.name,
+ 'description' : task.description or task.subject,
+ }
+ assign_to.add(args)
+
+ def on_cancel(self):
+ # delete task project
+ for task in frappe.get_all("Task", filters={"project": self.project}):
+ frappe.delete_doc("Task", task.name)
+ frappe.delete_doc("Project", self.project)
+ self.db_set('project', '')
+ for activity in self.activities:
+ activity.db_set("task", "")
+
+
+@frappe.whitelist()
+def get_onboarding_details(parent, parenttype):
+ return frappe.get_list("Employee Boarding Activity",
+ fields=["activity_name", "role", "user", "required_for_employee_creation", "description"],
+ filters={"parent": parent, "parenttype": parenttype},
+ order_by= "idx")
def set_employee_name(doc):
if doc.employee and not doc.employee_name:
doc.employee_name = frappe.db.get_value("Employee", doc.employee, "employee_name")
+
+def update_employee(employee, details, cancel=False):
+ for item in details:
+ fieldtype = frappe.get_meta("Employee").get_field(item.fieldname).fieldtype
+ new_data = item.new if not cancel else item.current
+ if fieldtype == "Date" and new_data:
+ new_data = getdate(new_data)
+ elif fieldtype =="Datetime" and new_data:
+ new_data = get_datetime(new_data)
+ setattr(employee, item.fieldname, new_data)
+ return employee
+
+@frappe.whitelist()
+def get_employee_fields_label():
+ fields = []
+ for df in frappe.get_meta("Employee").get("fields"):
+ if df.fieldtype in ["Data", "Date", "Datetime", "Float", "Int",
+ "Link", "Percent", "Select", "Small Text"] and df.fieldname not in ["lft", "rgt", "old_parent"]:
+ fields.append({"value": df.fieldname, "label": df.label})
+ return fields
+
+@frappe.whitelist()
+def get_employee_field_property(employee, fieldname):
+ if employee and fieldname:
+ field = frappe.get_meta("Employee").get_field(fieldname)
+ value = frappe.db.get_value("Employee", employee, fieldname)
+ options = field.options
+ if field.fieldtype == "Date":
+ value = formatdate(value)
+ elif field.fieldtype == "Datetime":
+ value = format_datetime(value)
+ return {
+ "value" : value,
+ "datatype" : field.fieldtype,
+ "label" : field.label,
+ "options" : options
+ }
+ else:
+ return False
+
+def update_employee(employee, details, cancel=False):
+ for item in details:
+ fieldtype = frappe.get_meta("Employee").get_field(item.fieldname).fieldtype
+ new_data = item.new if not cancel else item.current
+ if fieldtype == "Date" and new_data:
+ new_data = getdate(new_data)
+ elif fieldtype =="Datetime" and new_data:
+ new_data = get_datetime(new_data)
+ setattr(employee, item.fieldname, new_data)
+ return employee
+
+def validate_dates(doc, from_date, to_date):
+ date_of_joining, relieving_date = frappe.db.get_value("Employee", doc.employee, ["date_of_joining", "relieving_date"])
+ if getdate(from_date) > getdate(to_date):
+ frappe.throw(_("To date can not be less than from date"))
+ elif getdate(from_date) > getdate(nowdate()):
+ frappe.throw(_("Future dates not allowed"))
+ elif date_of_joining and getdate(from_date) < getdate(date_of_joining):
+ frappe.throw(_("From date can not be less than employee's joining date"))
+ elif relieving_date and getdate(to_date) > getdate(relieving_date):
+ frappe.throw(_("To date can not greater than employee's relieving date"))
+
+def validate_overlap(doc, from_date, to_date, company = None):
+ query = """
+ select name
+ from `tab{0}`
+ where name != %(name)s
+ """
+ query += get_doc_condition(doc.doctype)
+
+ if not doc.name:
+ # hack! if name is null, it could cause problems with !=
+ doc.name = "New "+doc.doctype
+
+ overlap_doc = frappe.db.sql(query.format(doc.doctype),{
+ "employee": doc.employee,
+ "from_date": from_date,
+ "to_date": to_date,
+ "name": doc.name,
+ "company": company
+ }, as_dict = 1)
+
+ if overlap_doc:
+ exists_for = doc.employee
+ if company:
+ exists_for = company
+ throw_overlap_error(doc, exists_for, overlap_doc[0].name, from_date, to_date)
+
+def get_doc_condition(doctype):
+ if doctype == "Compensatory Leave Request":
+ return "and employee = %(employee)s and docstatus < 2 \
+ and (work_from_date between %(from_date)s and %(to_date)s \
+ or work_end_date between %(from_date)s and %(to_date)s \
+ or (work_from_date < %(from_date)s and work_end_date > %(to_date)s))"
+ elif doctype == "Leave Period":
+ return "and company = %(company)s and (from_date between %(from_date)s and %(to_date)s \
+ or to_date between %(from_date)s and %(to_date)s \
+ or (from_date < %(from_date)s and to_date > %(to_date)s))"
+
+def throw_overlap_error(doc, exists_for, overlap_doc, from_date, to_date):
+ msg = _("A {0} exists between {1} and {2} (").format(doc.doctype,
+ formatdate(from_date), formatdate(to_date)) \
+ + """ <b><a href="#Form/{0}/{1}">{1}</a></b>""".format(doc.doctype, overlap_doc) \
+ + _(") for {0}").format(exists_for)
+ frappe.throw(msg)
+
+def get_employee_leave_policy(employee):
+ leave_policy = frappe.db.get_value("Employee", employee, "leave_policy")
+ if not leave_policy:
+ employee_grade = frappe.db.get_value("Employee", employee, "grade")
+ if employee_grade:
+ leave_policy = frappe.db.get_value("Employee Grade", employee_grade, "default_leave_policy")
+ if not leave_policy:
+ frappe.throw(_("Employee {0} of grade {1} have no default leave policy").format(employee, employee_grade))
+ else:
+ frappe.throw(_("Employee {0} has no grade to get default leave policy").format(employee))
+ if leave_policy:
+ return frappe.get_doc("Leave Policy", leave_policy)
+
+def validate_tax_declaration(declarations):
+ subcategories = []
+ for declaration in declarations:
+ if declaration.exemption_sub_category in subcategories:
+ frappe.throw(_("More than one selection for {0} not \
+ allowed").format(declaration.exemption_sub_category), frappe.ValidationError)
+ subcategories.append(declaration.exemption_sub_category)
+ max_amount = frappe.db.get_value("Employee Tax Exemption Sub Category", \
+ declaration.exemption_sub_category, "max_amount")
+ if declaration.amount > max_amount:
+ frappe.throw(_("Max exemption amount for {0} is {1}").format(\
+ declaration.exemption_sub_category, max_amount), frappe.ValidationError)
+
+def get_leave_period(from_date, to_date, company):
+ leave_period = frappe.db.sql("""
+ select name, from_date, to_date
+ from `tabLeave Period`
+ where company=%(company)s and is_active=1
+ and (from_date between %(from_date)s and %(to_date)s
+ or to_date between %(from_date)s and %(to_date)s
+ or (from_date < %(from_date)s and to_date > %(to_date)s))
+ """, {
+ "from_date": from_date,
+ "to_date": to_date,
+ "company": company
+ }, as_dict=1)
+
+ if leave_period:
+ return leave_period
diff --git a/erpnext/hub_node/__init__.py b/erpnext/hub_node/__init__.py
index 89ee926..65b1386 100644
--- a/erpnext/hub_node/__init__.py
+++ b/erpnext/hub_node/__init__.py
@@ -187,7 +187,7 @@
supplier_doc = frappe.get_doc({
'doctype': 'Supplier',
'supplier_name': supplier.supplier_name,
- 'supplier_type': supplier.supplier_type,
+ 'supplier_group': supplier.supplier_group,
'supplier_email': supplier.supplier_email
}).insert()
else:
diff --git a/erpnext/patches.txt b/erpnext/patches.txt
index d138587..cdea9e7 100644
--- a/erpnext/patches.txt
+++ b/erpnext/patches.txt
@@ -527,6 +527,13 @@
erpnext.patches.v10_1.drop_old_subscription_records
erpnext.patches.v11_0.update_brand_in_item_price
erpnext.patches.v11_0.create_default_success_action
-erpnext.patches.v10_0.taxes_issue_with_pos
erpnext.patches.v10_0.set_qty_in_transactions_based_on_serial_no_input
erpnext.patches.v10_0.show_leaves_of_all_department_members_in_calendar
+erpnext.patches.v11_0.rename_field_max_days_allowed
+erpnext.patches.v11_0.create_salary_structure_assignments
+erpnext.patches.v11_0.rename_health_insurance
+erpnext.patches.v11_0.rebuild_tree_for_company
+erpnext.patches.v11_0.rename_supplier_type_to_supplier_group
+erpnext.patches.v11_0.create_department_records_for_each_company
+erpnext.patches.v11_0.make_location_from_warehouse
+erpnext.patches.v11_0.make_asset_finance_book_against_old_entries
diff --git a/erpnext/patches/v11_0/create_department_records_for_each_company.py b/erpnext/patches/v11_0/create_department_records_for_each_company.py
new file mode 100644
index 0000000..9407185
--- /dev/null
+++ b/erpnext/patches/v11_0/create_department_records_for_each_company.py
@@ -0,0 +1,73 @@
+import frappe
+from frappe.utils.nestedset import rebuild_tree
+
+def execute():
+ frappe.reload_doc("hr", "doctype", "department")
+ companies = frappe.db.get_all("Company", fields=["name", "abbr"])
+ departments = frappe.db.get_all("Department")
+ comp_dict = {}
+
+ # create a blank list for each company
+ for company in companies:
+ comp_dict[company.name] = {}
+
+ for department in departments:
+ # skip root node
+ if department.name == "All Departments":
+ continue
+
+ # for each company, create a copy of the doc
+ department_doc = frappe.get_doc("Department", department)
+ for company in companies:
+ copy_doc = frappe.copy_doc(department_doc)
+ copy_doc.update({"company": company.name})
+ copy_doc.insert()
+
+ # append list of new department for each company
+ comp_dict[company.name][department.name] = copy_doc.name
+
+ rebuild_tree('Department', 'parent_department')
+ doctypes = ["Asset", "Employee", "Leave Period", "Payroll Entry", "Staffing Plan", "Job Opening"]
+
+ for d in doctypes:
+ update_records(d, comp_dict)
+
+ update_instructors(comp_dict)
+
+def update_records(doctype, comp_dict):
+ when_then = []
+ for company in comp_dict:
+ records = comp_dict[company]
+
+ for department in records:
+ when_then.append('''
+ WHEN company = "%s" and department = "%s"
+ THEN "%s"
+ '''%(company, department, records[department]))
+
+ frappe.db.sql("""
+ update
+ `tab%s`
+ set
+ department = CASE %s END
+ """%(doctype, " ".join(when_then)))
+
+def update_instructors(comp_dict):
+ when_then = []
+ emp_details = frappe.get_all("Employee", fields=["name", "company"])
+
+ for employee in emp_details:
+ records = comp_dict[employee.company]
+
+ for department in records:
+ when_then.append('''
+ WHEN employee = "%s" and department = "%s"
+ THEN "%s"
+ '''%(employee.name, department, records[department]))
+
+ frappe.db.sql("""
+ update
+ `tabInstructor`
+ set
+ department = CASE %s END
+ """%(" ".join(when_then)))
diff --git a/erpnext/patches/v11_0/create_salary_structure_assignments.py b/erpnext/patches/v11_0/create_salary_structure_assignments.py
new file mode 100644
index 0000000..289554e
--- /dev/null
+++ b/erpnext/patches/v11_0/create_salary_structure_assignments.py
@@ -0,0 +1,23 @@
+# Copyright (c) 2017, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+
+def execute():
+ frappe.reload_doc("hr", "doctype", "salary_structure_assignment")
+ for d in frappe.db.sql("""
+ select sse.*, ss.company from `tabSalary Structure Employee` sse, `tabSalary Structure` ss
+ where ss.name = sse.parent""", as_dict=1):
+ s = frappe.new_doc("Salary Structure Assignment")
+ s.employee = d.employee
+ s.employee_name = d.employee_name
+ s.salary_structure = d.parent
+ s.from_date = d.from_date
+ s.to_date = d.to_date
+ s.base = d.base
+ s.variable = d.variable
+ s.company = d.company
+ s.save()
+
+ frappe.db.sql("update `tabSalary Structure` set docstatus=1")
\ No newline at end of file
diff --git a/erpnext/patches/v11_0/make_asset_finance_book_against_old_entries.py b/erpnext/patches/v11_0/make_asset_finance_book_against_old_entries.py
new file mode 100644
index 0000000..18622f2
--- /dev/null
+++ b/erpnext/patches/v11_0/make_asset_finance_book_against_old_entries.py
@@ -0,0 +1,47 @@
+# Copyright (c) 2017, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.utils.nestedset import rebuild_tree
+
+def execute():
+ frappe.reload_doc('assets', 'doctype', 'asset_finance_book')
+ frappe.reload_doc('assets', 'doctype', 'depreciation_schedule')
+ frappe.reload_doc('assets', 'doctype', 'asset_category')
+ frappe.reload_doc('assets', 'doctype', 'asset')
+ frappe.reload_doc('assets', 'doctype', 'asset_movement')
+
+ frappe.db.sql(""" update `tabAsset` ast, `tabWarehouse` wh
+ set ast.location = wh.warehouse_name where ast.warehouse = wh.name""")
+
+ frappe.db.sql(""" update `tabAsset Movement` ast_mv
+ set ast_mv.source_location = (select warehouse_name from `tabWarehouse` where name = ast_mv.source_warehouse),
+ ast_mv.target_location = (select warehouse_name from `tabWarehouse` where name = ast_mv.target_warehouse)""")
+
+ for d in frappe.get_all('Asset'):
+ doc = frappe.get_doc('Asset', d.name)
+ if doc.calculate_depreciation:
+ fb = doc.append('finance_books', {
+ 'depreciation_method': doc.depreciation_method,
+ 'total_number_of_depreciations': doc.total_number_of_depreciations,
+ 'frequency_of_depreciation': doc.frequency_of_depreciation,
+ 'depreciation_start_date': doc.next_depreciation_date,
+ 'expected_value_after_useful_life': doc.expected_value_after_useful_life,
+ 'value_after_depreciation': doc.value_after_depreciation
+ })
+
+ fb.db_update()
+
+ frappe.db.sql(""" update `tabDepreciation Schedule` ds, `tabAsset` ast
+ set ds.depreciation_method = ast.depreciation_method, ds.finance_book_id = 1 where ds.parent = ast.name """)
+
+ for catergory in frappe.get_all('Asset Category'):
+ asset_category_doc = frappe.get_doc("Asset Category", catergory)
+ row = asset_category_doc.append('finance_books', {
+ 'depreciation_method': asset_category_doc.depreciation_method,
+ 'total_number_of_depreciations': asset_category_doc.total_number_of_depreciations,
+ 'frequency_of_depreciation': asset_category_doc.frequency_of_depreciation
+ })
+
+ row.db_update()
\ No newline at end of file
diff --git a/erpnext/patches/v11_0/make_location_from_warehouse.py b/erpnext/patches/v11_0/make_location_from_warehouse.py
new file mode 100644
index 0000000..b838ec9
--- /dev/null
+++ b/erpnext/patches/v11_0/make_location_from_warehouse.py
@@ -0,0 +1,30 @@
+# Copyright (c) 2017, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.utils.nestedset import rebuild_tree
+
+def execute():
+ frappe.reload_doc('assets', 'doctype', 'location')
+ frappe.reload_doc('stock', 'doctype', 'warehouse')
+
+ for d in frappe.get_all('Warehouse',
+ fields = ['warehouse_name', 'is_group', 'parent_warehouse'], order_by="is_group desc"):
+ try:
+ loc = frappe.new_doc('Location')
+ loc.location_name = d.warehouse_name
+ loc.is_group = d.is_group
+ loc.flags.ignore_mandatory = True
+ if d.parent_warehouse:
+ loc.parent_location = get_parent_warehouse_name(d.parent_warehouse)
+
+ loc.save(ignore_permissions=True)
+ except frappe.DuplicateEntryError:
+ continue
+
+ rebuild_tree("Location", "parent_location")
+
+def get_parent_warehouse_name(warehouse):
+ return frappe.db.get_value('Warehouse', warehouse, 'warehouse_name')
+
\ No newline at end of file
diff --git a/erpnext/patches/v11_0/make_quality_inspection_template.py b/erpnext/patches/v11_0/make_quality_inspection_template.py
index 67755e8..9720af4 100644
--- a/erpnext/patches/v11_0/make_quality_inspection_template.py
+++ b/erpnext/patches/v11_0/make_quality_inspection_template.py
@@ -5,8 +5,8 @@
import frappe
def execute():
- frappe.reload_doc('stock', 'doctype', 'item')
frappe.reload_doc('stock', 'doctype', 'quality_inspection_template')
+ frappe.reload_doc('stock', 'doctype', 'item')
for data in frappe.get_all('Item Quality Inspection Parameter',
fields = ["distinct parent"], filters = {'parenttype': 'Item'}):
diff --git a/erpnext/patches/v11_0/rebuild_tree_for_company.py b/erpnext/patches/v11_0/rebuild_tree_for_company.py
new file mode 100644
index 0000000..0fc4780
--- /dev/null
+++ b/erpnext/patches/v11_0/rebuild_tree_for_company.py
@@ -0,0 +1,6 @@
+import frappe
+from frappe.utils.nestedset import rebuild_tree
+
+def execute():
+ frappe.reload_doc("setup", "doctype", "company")
+ rebuild_tree('Company', 'parent_company')
diff --git a/erpnext/patches/v11_0/rename_field_max_days_allowed.py b/erpnext/patches/v11_0/rename_field_max_days_allowed.py
new file mode 100644
index 0000000..e0acf06
--- /dev/null
+++ b/erpnext/patches/v11_0/rename_field_max_days_allowed.py
@@ -0,0 +1,7 @@
+import frappe
+from frappe.model.utils.rename_field import rename_field
+
+def execute():
+ frappe.reload_doc("hr", "doctype", "leave_type")
+ frappe.db.sql_ddl("""ALTER table `tabLeave Type` modify max_days_allowed int(8) NOT NULL""")
+ rename_field("Leave Type", "max_days_allowed", "max_continuous_days_allowed")
diff --git a/erpnext/patches/v11_0/rename_health_insurance.py b/erpnext/patches/v11_0/rename_health_insurance.py
new file mode 100644
index 0000000..24d1ddf
--- /dev/null
+++ b/erpnext/patches/v11_0/rename_health_insurance.py
@@ -0,0 +1,10 @@
+# Copyright (c) 2018, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+from frappe.model.rename_doc import rename_doc
+import frappe
+
+def execute():
+ rename_doc('DocType', 'Health Insurance', 'Employee Health Insurance', force=True)
+ frappe.reload_doc('hr', 'doctype', 'employee_health_insurance')
\ No newline at end of file
diff --git a/erpnext/patches/v11_0/rename_supplier_type_to_supplier_group.py b/erpnext/patches/v11_0/rename_supplier_type_to_supplier_group.py
new file mode 100644
index 0000000..f0907af
--- /dev/null
+++ b/erpnext/patches/v11_0/rename_supplier_type_to_supplier_group.py
@@ -0,0 +1,34 @@
+import frappe
+from frappe.model.rename_doc import rename_doc
+from frappe.model.utils.rename_field import rename_field
+from frappe import _
+from frappe.utils.nestedset import rebuild_tree
+
+def execute():
+ if frappe.db.table_exists("Supplier Type") and not frappe.db.table_exists("Supplier Group"):
+ rename_doc("DocType", "Supplier Type", "Supplier Group", force=True)
+ frappe.reload_doc('setup', 'doctype', 'supplier_group')
+ frappe.reload_doc("accounts", "doctype", "pricing_rule")
+ frappe.reload_doc("accounts", "doctype", "tax_rule")
+ frappe.reload_doc("buying", "doctype", "buying_settings")
+ frappe.reload_doc("buying", "doctype", "supplier")
+ rename_field("Supplier Group", "supplier_type", "supplier_group_name")
+ rename_field("Supplier", "supplier_type", "supplier_group")
+ rename_field("Buying Settings", "supplier_type", "supplier_group")
+ rename_field("Pricing Rule", "supplier_type", "supplier_group")
+ rename_field("Tax Rule", "supplier_type", "supplier_group")
+
+ build_tree()
+
+def build_tree():
+ frappe.db.sql("""update `tabSupplier Group` set parent_supplier_group = '{0}'
+ where is_group = 0""".format(_('All Supplier Groups')))
+
+ if not frappe.db.exists("Supplier Group", _('All Supplier Groups')):
+ frappe.get_doc({
+ 'doctype': 'Supplier Group',
+ 'supplier_group_name': _('All Supplier Groups'),
+ 'is_group': 1
+ }).insert(ignore_permissions=True)
+
+ rebuild_tree("Supplier Group", "parent_supplier_group")
diff --git a/erpnext/projects/doctype/project/project.json b/erpnext/projects/doctype/project/project.json
index 43cee68..184656b 100644
--- a/erpnext/projects/doctype/project/project.json
+++ b/erpnext/projects/doctype/project/project.json
@@ -181,6 +181,36 @@
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
+ "bold": 1,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "percent_complete",
+ "fieldtype": "Percent",
+ "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": "% Completed",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
@@ -214,6 +244,38 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Department",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Department",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "priority",
"fieldtype": "Select",
"hidden": 0,
@@ -308,36 +370,6 @@
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
- "bold": 1,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "percent_complete",
- "fieldtype": "Percent",
- "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": "% Completed",
- "length": 0,
- "no_copy": 1,
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
"columns": 0,
@@ -1709,7 +1741,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 4,
- "modified": "2018-03-28 10:19:32.743900",
+ "modified": "2018-05-10 04:21:25.764015",
"modified_by": "Administrator",
"module": "Projects",
"name": "Project",
@@ -1717,7 +1749,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -1737,7 +1768,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1757,7 +1787,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
diff --git a/erpnext/projects/doctype/task/task.json b/erpnext/projects/doctype/task/task.json
index ee93bcc..9323e20 100644
--- a/erpnext/projects/doctype/task/task.json
+++ b/erpnext/projects/doctype/task/task.json
@@ -1152,6 +1152,38 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Department",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Department",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "company",
"fieldtype": "Link",
"hidden": 0,
@@ -1283,7 +1315,7 @@
"istable": 0,
"max_attachments": 5,
"menu_index": 0,
- "modified": "2018-04-30 12:48:52.743838",
+ "modified": "2018-05-10 03:47:12.256088",
"modified_by": "Administrator",
"module": "Projects",
"name": "Task",
diff --git a/erpnext/projects/doctype/timesheet/test_timesheet.py b/erpnext/projects/doctype/timesheet/test_timesheet.py
index 2458db0..d2017c5 100644
--- a/erpnext/projects/doctype/timesheet/test_timesheet.py
+++ b/erpnext/projects/doctype/timesheet/test_timesheet.py
@@ -118,30 +118,21 @@
def make_salary_structure(employee):
- name = frappe.db.get_value('Salary Structure Employee', {'employee': employee}, 'parent')
+ name = frappe.db.get_value('Salary Structure Assignment', {'employee': employee}, 'salary_structure')
if name:
salary_structure = frappe.get_doc('Salary Structure', name)
else:
salary_structure = frappe.new_doc("Salary Structure")
salary_structure.name = "Timesheet Salary Structure Test"
salary_structure.salary_slip_based_on_timesheet = 1
- salary_structure.from_date = add_days(nowdate(), -30)
salary_structure.salary_component = "Basic"
salary_structure.hour_rate = 50.0
salary_structure.company = "_Test Company"
salary_structure.payment_account = get_random("Account")
- salary_structure.set('employees', [])
salary_structure.set('earnings', [])
salary_structure.set('deductions', [])
- es = salary_structure.append('employees', {
- "employee": employee,
- "base": 1200,
- "from_date": add_months(nowdate(),-1)
- })
-
-
es = salary_structure.append('earnings', {
"salary_component": "_Test Allowance",
"amount": 100
@@ -154,6 +145,14 @@
salary_structure.save(ignore_permissions=True)
+ salary_structure_assignment = frappe.new_doc("Salary Structure Assignment")
+ salary_structure_assignment.employee = employee
+ salary_structure_assignment.base = 1200
+ salary_structure_assignment.from_date = add_months(nowdate(), -1)
+ salary_structure_assignment.salary_structure = salary_structure.name
+ salary_structure_assignment.company = "_Test Company"
+ salary_structure_assignment.save(ignore_permissions=True)
+
return salary_structure
def make_timesheet(employee, simulate=False, billable = 0, activity_type="_Test Activity Type", project=None, task=None, company=None):
diff --git a/erpnext/public/js/conf.js b/erpnext/public/js/conf.js
index d256c08..08f8d43 100644
--- a/erpnext/public/js/conf.js
+++ b/erpnext/public/js/conf.js
@@ -49,7 +49,7 @@
$.extend(frappe.breadcrumbs.preferred, {
"Item Group": "Stock",
"Customer Group": "Selling",
- "Supplier Type": "Buying",
+ "Supplier Group": "Buying",
"Territory": "Selling",
"Sales Person": "Selling",
"Sales Partner": "Selling",
diff --git a/erpnext/public/js/controllers/transaction.js b/erpnext/public/js/controllers/transaction.js
index 05bc104..2130d2b 100644
--- a/erpnext/public/js/controllers/transaction.js
+++ b/erpnext/public/js/controllers/transaction.js
@@ -978,7 +978,7 @@
"customer_group": me.frm.doc.customer_group,
"territory": me.frm.doc.territory,
"supplier": me.frm.doc.supplier,
- "supplier_type": me.frm.doc.supplier_type,
+ "supplier_group": me.frm.doc.supplier_group,
"currency": me.frm.doc.currency,
"conversion_rate": me.frm.doc.conversion_rate,
"price_list": me.frm.doc.selling_price_list || me.frm.doc.buying_price_list,
diff --git a/erpnext/public/js/financial_statements.js b/erpnext/public/js/financial_statements.js
index 29e3999..7e31c57 100644
--- a/erpnext/public/js/financial_statements.js
+++ b/erpnext/public/js/financial_statements.js
@@ -71,6 +71,12 @@
"reqd": 1
},
{
+ "fieldname":"finance_book",
+ "label": __("Finance Book"),
+ "fieldtype": "Link",
+ "options": "Finance Book"
+ },
+ {
"fieldname":"from_fiscal_year",
"label": __("Start Year"),
"fieldtype": "Link",
diff --git a/erpnext/public/js/hub/hub_form.js b/erpnext/public/js/hub/hub_form.js
index 62c44fc..4a8c4eb 100644
--- a/erpnext/public/js/hub/hub_form.js
+++ b/erpnext/public/js/hub/hub_form.js
@@ -444,8 +444,8 @@
{ label: __('Supplier Name'), fieldtype: 'Data', fieldname: 'supplier_name', default: item.company_name },
{ label: __('Supplier Email'), fieldtype: 'Data', fieldname: 'supplier_email', default: item.seller },
{ fieldtype: 'Column Break' },
- { label: __('Supplier Type'), fieldname: 'supplier_type',
- fieldtype: 'Link', options: 'Supplier Type' }
+ { label: __('Supplier Group'), fieldname: 'supplier_group',
+ fieldtype: 'Link', options: 'Supplier Group' }
];
fields = fields.map(f => { f.reqd = 1; return f; });
diff --git a/erpnext/public/js/purchase_trends_filters.js b/erpnext/public/js/purchase_trends_filters.js
index 117d4eb..595a138 100644
--- a/erpnext/public/js/purchase_trends_filters.js
+++ b/erpnext/public/js/purchase_trends_filters.js
@@ -23,7 +23,7 @@
{ "value": "Item", "label": __("Item") },
{ "value": "Item Group", "label": __("Item Group") },
{ "value": "Supplier", "label": __("Supplier") },
- { "value": "Supplier Type", "label": __("Supplier Type") },
+ { "value": "Supplier Group", "label": __("Supplier Group") },
{ "value": "Project", "label": __("Project") }
],
"default": "Item"
diff --git a/erpnext/regional/india/setup.py b/erpnext/regional/india/setup.py
index 0073d33..70960d7 100644
--- a/erpnext/regional/india/setup.py
+++ b/erpnext/regional/india/setup.py
@@ -16,7 +16,7 @@
add_print_formats()
if not patch:
update_address_template()
- make_fixtures()
+ make_fixtures(company)
def update_address_template():
with open(os.path.join(os.path.dirname(__file__), 'address_template.html'), 'r') as f:
@@ -189,15 +189,13 @@
create_custom_fields(custom_fields, ignore_validate = frappe.flags.in_patch)
-def make_fixtures():
- docs = [
- {'doctype': 'Salary Component', 'salary_component': 'Professional Tax', 'description': 'Professional Tax', 'type': 'Deduction'},
- {'doctype': 'Salary Component', 'salary_component': 'Provident Fund', 'description': 'Provident fund', 'type': 'Deduction'},
- {'doctype': 'Salary Component', 'salary_component': 'House Rent Allowance', 'description': 'House Rent Allowance', 'type': 'Earning'},
- {'doctype': 'Salary Component', 'salary_component': 'Basic', 'description': 'Basic', 'type': 'Earning'},
- {'doctype': 'Salary Component', 'salary_component': 'Arrear', 'description': 'Arrear', 'type': 'Earning'},
- {'doctype': 'Salary Component', 'salary_component': 'Leave Encashment', 'description': 'Leave Encashment', 'type': 'Earning'}
- ]
+def make_fixtures(company=None):
+ docs = []
+ company = company.name if company else frappe.db.get_value("Global Defaults", None, "default_company")
+
+ set_salary_components(docs)
+ set_tds_account(docs, company)
+ set_tax_withholding_category(docs, company)
for d in docs:
try:
@@ -206,3 +204,43 @@
doc.insert()
except frappe.NameError:
pass
+
+def set_salary_components(docs):
+ docs.extend([
+ {'doctype': 'Salary Component', 'salary_component': 'Professional Tax', 'description': 'Professional Tax', 'type': 'Deduction'},
+ {'doctype': 'Salary Component', 'salary_component': 'Provident Fund', 'description': 'Provident fund', 'type': 'Deduction'},
+ {'doctype': 'Salary Component', 'salary_component': 'House Rent Allowance', 'description': 'House Rent Allowance', 'type': 'Earning'},
+ {'doctype': 'Salary Component', 'salary_component': 'Basic', 'description': 'Basic', 'type': 'Earning'},
+ {'doctype': 'Salary Component', 'salary_component': 'Arrear', 'description': 'Arrear', 'type': 'Earning'},
+ {'doctype': 'Salary Component', 'salary_component': 'Leave Encashment', 'description': 'Leave Encashment', 'type': 'Earning'}
+ ])
+
+def set_tax_withholding_category(docs, company):
+ accounts = []
+ tds_account = frappe.db.get_value("Account", filter={"account_type": "Payable",
+ "account_name": "TDS", "company": company})
+
+ if company and tds_account:
+ accounts = [
+ {
+ 'company': company,
+ 'account': tds_account
+ }
+ ]
+
+ docs.extend([
+ {
+ 'doctype': 'Tax Withholding Category', '__newname': 'TDS',
+ 'percent_of_tax_withheld': 10,'threshold': 150000, 'book_on_invoice': 1,
+ 'book_on_advance': 0, "withhold_cumulative_tax_amount": 0,
+ 'accounts': accounts
+ }
+ ])
+
+def set_tds_account(docs, company):
+ docs.extend([
+ {
+ 'doctype': 'Account', 'account_name': 'TDS', 'account_type': 'Tax',
+ 'parent_account': 'Duties and Taxes', 'company': company
+ }
+ ])
\ No newline at end of file
diff --git a/erpnext/selling/doctype/customer/customer.json b/erpnext/selling/doctype/customer/customer.json
index d43de10..e38f6b3 100644
--- a/erpnext/selling/doctype/customer/customer.json
+++ b/erpnext/selling/doctype/customer/customer.json
@@ -43,6 +43,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -73,6 +74,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 1,
+ "translatable": 0,
"unique": 0
},
{
@@ -105,6 +107,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -136,6 +139,7 @@
"reqd": 1,
"search_index": 1,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -168,6 +172,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -201,6 +206,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -233,6 +239,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -263,6 +270,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -291,6 +299,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -325,6 +334,7 @@
"reqd": 1,
"search_index": 1,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -358,6 +368,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -388,6 +399,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -419,6 +431,137 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "0",
+ "fieldname": "is_internal_customer",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Internal Customer",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_internal_customer",
+ "fieldname": "represents_company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Represents Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 1
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "represents_company",
+ "fieldname": "allowed_to_transact_section",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Allowed To Transact With",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "represents_company",
+ "fieldname": "companies",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Allowed To Transact With",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Allowed To Transact With",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -449,6 +592,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -479,6 +623,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -509,6 +654,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -538,6 +684,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -569,6 +716,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -600,6 +748,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -629,6 +778,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -658,6 +808,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -686,6 +837,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": "50%"
},
@@ -717,6 +869,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -748,6 +901,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -780,6 +934,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -811,6 +966,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -842,6 +998,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -871,6 +1028,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -903,6 +1061,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -935,6 +1094,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -965,6 +1125,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -997,6 +1158,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1027,6 +1189,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0,
"width": ""
},
@@ -1060,6 +1223,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1091,6 +1255,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1120,6 +1285,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1152,6 +1318,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1184,6 +1351,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1216,6 +1384,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1246,6 +1415,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1278,6 +1448,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1310,6 +1481,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1341,6 +1513,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1372,6 +1545,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1404,6 +1578,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -1434,6 +1609,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -1449,7 +1625,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2018-02-09 10:44:35.801716",
+ "modified": "2018-04-19 12:19:35.311509",
"modified_by": "Administrator",
"module": "Selling",
"name": "Customer",
@@ -1458,7 +1634,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 0,
@@ -1478,7 +1653,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1498,7 +1672,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1518,7 +1691,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -1538,7 +1710,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1558,7 +1729,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1578,7 +1748,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1598,7 +1767,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -1618,7 +1786,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
diff --git a/erpnext/selling/doctype/customer/customer.py b/erpnext/selling/doctype/customer/customer.py
index 78f892b..239b532 100644
--- a/erpnext/selling/doctype/customer/customer.py
+++ b/erpnext/selling/doctype/customer/customer.py
@@ -7,7 +7,7 @@
from frappe import _, msgprint, throw
import frappe.defaults
from frappe.utils import flt, cint, cstr
-from frappe.desk.reportview import build_match_conditions
+from frappe.desk.reportview import build_match_conditions, get_filters_cond
from erpnext.utilities.transaction_base import TransactionBase
from erpnext.accounts.party import validate_party_accounts, get_dashboard_info, get_timeline_data # keep this
from frappe.contacts.address_and_contact import load_address_and_contact, delete_contact_and_address
@@ -179,7 +179,7 @@
frappe.db.set(self, "customer_name", newdn)
-def get_customer_list(doctype, txt, searchfield, start, page_len, filters):
+def get_customer_list(doctype, txt, searchfield, start, page_len, filters=None):
if frappe.db.get_default("cust_master_name") == "Customer Name":
fields = ["name", "customer_group", "territory"]
else:
@@ -188,6 +188,10 @@
match_conditions = build_match_conditions("Customer")
match_conditions = "and {}".format(match_conditions) if match_conditions else ""
+ if filters:
+ filter_conditions = get_filters_cond(doctype, filters, [])
+ match_conditions += "{}".format(filter_conditions)
+
return frappe.db.sql("""select %s from `tabCustomer` where docstatus < 2
and (%s like %s or customer_name like %s)
{match_conditions}
diff --git a/erpnext/selling/doctype/sales_order/sales_order.py b/erpnext/selling/doctype/sales_order/sales_order.py
index 4ac29fd..7e6c3dc 100755
--- a/erpnext/selling/doctype/sales_order/sales_order.py
+++ b/erpnext/selling/doctype/sales_order/sales_order.py
@@ -755,9 +755,9 @@
def get_supplier(doctype, txt, searchfield, start, page_len, filters):
supp_master_name = frappe.defaults.get_user_default("supp_master_name")
if supp_master_name == "Supplier Name":
- fields = ["name", "supplier_type"]
+ fields = ["name", "supplier_group"]
else:
- fields = ["name", "supplier_name", "supplier_type"]
+ fields = ["name", "supplier_name", "supplier_group"]
fields = ", ".join(fields)
return frappe.db.sql("""select {field} from `tabSupplier`
diff --git a/erpnext/setup/doctype/company/company.js b/erpnext/setup/doctype/company/company.js
index 84e0a20..5ca2885 100644
--- a/erpnext/setup/doctype/company/company.js
+++ b/erpnext/setup/doctype/company/company.js
@@ -18,6 +18,16 @@
}
},
+ date_of_commencement: function(frm) {
+ if(frm.doc.date_of_commencement<frm.doc.date_of_incorporation)
+ {
+ frappe.throw(__("Date of Commencement should be greater than Date of Incorporation"));
+ }
+ if(!frm.doc.date_of_commencement){
+ frm.doc.date_of_incorporation = ""
+ }
+ },
+
refresh: function(frm) {
if(frm.doc.abbr && !frm.doc.__islocal) {
frm.set_df_property("abbr", "read_only", 1);
@@ -187,6 +197,7 @@
["round_off_account", {"root_type": "Expense"}],
["write_off_account", {"root_type": "Expense"}],
["exchange_gain_loss_account", {"root_type": "Expense"}],
+ ["unrealized_exchange_gain_loss_account", {"root_type": "Expense"}],
["accumulated_depreciation_account",
{"root_type": "Asset", "account_type": "Accumulated Depreciation"}],
["depreciation_expense_account", {"root_type": "Expense", "account_type": "Depreciation"}],
@@ -196,6 +207,9 @@
["round_off_cost_center", {}],
["depreciation_cost_center", {}],
["default_employee_advance_account", {"root_type": "Asset"}],
+ ["expenses_included_in_asset_valuation", {"account_type": "Expenses Included In Asset Valuation"}],
+ ["capital_work_in_progress_account", {"account_type": "Capital Work in Progress"}],
+ ["asset_received_but_not_billed", {"account_type": "Asset Received But Not Billed"}]
], function(i, v) {
erpnext.company.set_custom_query(frm, v);
});
diff --git a/erpnext/setup/doctype/company/company.json b/erpnext/setup/doctype/company/company.json
index 31e1859..07051ee 100644
--- a/erpnext/setup/doctype/company/company.json
+++ b/erpnext/setup/doctype/company/company.json
@@ -1,2209 +1,2646 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 1,
- "autoname": "field:company_name",
- "beta": 0,
- "creation": "2013-04-10 08:35:39",
- "custom": 0,
- "description": "Legal Entity / Subsidiary with a separate Chart of Accounts belonging to the Organization.",
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Setup",
- "editable_grid": 0,
- "engine": "InnoDB",
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "field:company_name",
+ "beta": 0,
+ "creation": "2013-04-10 08:35:39",
+ "custom": 0,
+ "description": "Legal Entity / Subsidiary with a separate Chart of Accounts belonging to the Organization.",
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Setup",
+ "editable_grid": 0,
+ "engine": "InnoDB",
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "details",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "",
- "length": 0,
- "no_copy": 0,
- "oldfieldtype": "Section Break",
- "permlevel": 0,
- "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,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "details",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldtype": "Section Break",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "company_name",
- "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": "Company",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "company_name",
- "oldfieldtype": "Data",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "company_name",
+ "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": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldname": "company_name",
+ "oldfieldtype": "Data",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "description": "",
- "fieldname": "abbr",
- "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": "Abbr",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "abbr",
- "oldfieldtype": "Data",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "description": "",
+ "fieldname": "abbr",
+ "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": "Abbr",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldname": "abbr",
+ "oldfieldtype": "Data",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "depends_on": "eval:!doc.__islocal && in_list(frappe.user_roles, \"System Manager\")",
- "fieldname": "change_abbr",
- "fieldtype": "Button",
- "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": "Change Abbreviation",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "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,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:!doc.__islocal && in_list(frappe.user_roles, \"System Manager\")",
+ "fieldname": "change_abbr",
+ "fieldtype": "Button",
+ "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": "Change Abbreviation",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "cb0",
- "fieldtype": "Column Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "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,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 1,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "is_group",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Group",
+ "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": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "domain",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Domain",
- "length": 0,
- "no_copy": 0,
- "options": "Domain",
- "permlevel": 0,
- "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,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "cb0",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "sales_settings",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Sales",
- "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,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "domain",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Domain",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Domain",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "sales_monthly_history",
- "fieldtype": "Small Text",
- "hidden": 1,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Sales Monthly History",
- "length": 0,
- "no_copy": 1,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "parent_company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
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- "icon": "fa fa-building",
- "idx": 1,
- "image_field": "company_logo",
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "menu_index": 0,
- "modified": "2018-02-14 15:54:26.776363",
- "modified_by": "achilles@erpnext.com",
- "module": "Setup",
- "name": "Company",
- "owner": "Administrator",
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "icon": "fa fa-building",
+ "idx": 1,
+ "image_field": "company_logo",
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "menu_index": 0,
+ "modified": "2018-05-07 15:35:06.736602",
+ "modified_by": "Administrator",
+ "module": "Setup",
+ "name": "Company",
+ "owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "System Manager",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
"write": 1
- },
+ },
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 0,
- "role": "Accounts User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 0,
+ "role": "Accounts User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Employee",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Employee",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Sales User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Sales User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Purchase User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Purchase User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Stock User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Stock User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Projects User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Projects User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 0,
- "show_name_in_global_search": 1,
- "sort_order": "ASC",
- "track_changes": 1,
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 1,
+ "sort_order": "ASC",
+ "track_changes": 1,
"track_seen": 0
}
\ No newline at end of file
diff --git a/erpnext/setup/doctype/company/company.py b/erpnext/setup/doctype/company/company.py
index 776dad5..a2feddc 100644
--- a/erpnext/setup/doctype/company/company.py
+++ b/erpnext/setup/doctype/company/company.py
@@ -11,8 +11,11 @@
from frappe.model.document import Document
from frappe.contacts.address_and_contact import load_address_and_contact
+from frappe.utils.nestedset import NestedSet
-class Company(Document):
+class Company(NestedSet):
+ nsm_parent_field = 'parent_company'
+
def onload(self):
load_address_and_contact(self, "company")
self.get("__onload")["transactions_exist"] = self.check_if_transactions_exist()
@@ -42,8 +45,8 @@
self.abbr = self.abbr.strip()
- if self.get('__islocal') and len(self.abbr) > 5:
- frappe.throw(_("Abbreviation cannot have more than 5 characters"))
+ # if self.get('__islocal') and len(self.abbr) > 5:
+ # frappe.throw(_("Abbreviation cannot have more than 5 characters"))
if not self.abbr.strip():
frappe.throw(_("Abbreviation is mandatory"))
@@ -78,6 +81,7 @@
frappe.throw(_("Cannot change company's default currency, because there are existing transactions. Transactions must be cancelled to change the default currency."))
def on_update(self):
+ self.update_nsm_model()
if not frappe.db.sql("""select name from tabAccount
where company=%s and docstatus<2 limit 1""", self.name):
if not frappe.local.flags.ignore_chart_of_accounts:
@@ -165,6 +169,9 @@
self._set_default_account("round_off_account", "Round Off")
self._set_default_account("accumulated_depreciation_account", "Accumulated Depreciation")
self._set_default_account("depreciation_expense_account", "Depreciation")
+ self._set_default_account("capital_work_in_progress_account", "Capital Work in Progress")
+ self._set_default_account("asset_received_but_not_billed", "Asset Received But Not Billed")
+ self._set_default_account("expenses_included_in_asset_valuation", "Expenses Included In Asset Valuation")
if self.enable_perpetual_inventory:
self._set_default_account("stock_received_but_not_billed", "Stock Received But Not Billed")
@@ -276,10 +283,14 @@
def abbreviate(self):
self.abbr = ''.join([c[0].upper() for c in self.company_name.split()])
+ def update_nsm_model(self):
+ frappe.utils.nestedset.update_nsm(self)
+
def on_trash(self):
"""
Trash accounts and cost centers for this company if no gl entry exists
"""
+ self.update_nsm_model()
accounts = frappe.db.sql_list("select name from tabAccount where company=%s", self.name)
cost_centers = frappe.db.sql_list("select name from `tabCost Center` where company=%s", self.name)
warehouses = frappe.db.sql_list("select name from tabWarehouse where company=%s", self.name)
@@ -418,3 +429,32 @@
for company in companies:
update_company_monthly_sales(company)
frappe.db.commit()
+
+@frappe.whitelist()
+def get_children(doctype, parent=None, company=None, is_root=False):
+ if parent == None or parent == "All Companies":
+ parent = ""
+
+ return frappe.db.sql("""
+ select
+ name as value,
+ is_group as expandable
+ from
+ `tab{doctype}` comp
+ where
+ ifnull(parent_company, "")="{parent}"
+ """.format(
+ doctype = frappe.db.escape(doctype),
+ parent=frappe.db.escape(parent)
+ ), as_dict=1)
+
+@frappe.whitelist()
+def add_node():
+ from frappe.desk.treeview import make_tree_args
+ args = frappe.form_dict
+ args = make_tree_args(**args)
+
+ if args.parent_company == 'All Companies':
+ args.parent_company = None
+
+ frappe.get_doc(args).insert()
diff --git a/erpnext/setup/doctype/company/company_tree.js b/erpnext/setup/doctype/company/company_tree.js
new file mode 100644
index 0000000..19b276c
--- /dev/null
+++ b/erpnext/setup/doctype/company/company_tree.js
@@ -0,0 +1,33 @@
+frappe.treeview_settings["Company"] = {
+ ignore_fields:["parent_company"],
+ get_tree_nodes: 'erpnext.setup.doctype.company.company.get_children',
+ add_tree_node: 'erpnext.setup.doctype.company.company.add_node',
+ filters: [
+ {
+ fieldname: "company",
+ fieldtype:"Link",
+ options: "Company",
+ label: __("Company"),
+ get_query: function() {
+ return {
+ filters: [["Company", 'is_group', '=', 1]]
+ };
+ }
+ },
+ ],
+ breadcrumb: "Setup",
+ root_label: "All Companies",
+ get_tree_root: false,
+ menu_items: [
+ {
+ label: __("New Company"),
+ action: function() {
+ frappe.new_doc("Company", true);
+ },
+ condition: 'frappe.boot.user.can_create.indexOf("Company") !== -1'
+ }
+ ],
+ onload: function(treeview) {
+ treeview.make_tree();
+ }
+};
\ No newline at end of file
diff --git a/erpnext/setup/doctype/supplier_type/__init__.py b/erpnext/setup/doctype/supplier_group/__init__.py
similarity index 100%
rename from erpnext/setup/doctype/supplier_type/__init__.py
rename to erpnext/setup/doctype/supplier_group/__init__.py
diff --git a/erpnext/setup/doctype/supplier_group/supplier_group.js b/erpnext/setup/doctype/supplier_group/supplier_group.js
new file mode 100644
index 0000000..ac5bda6
--- /dev/null
+++ b/erpnext/setup/doctype/supplier_group/supplier_group.js
@@ -0,0 +1,37 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+cur_frm.cscript.refresh = function(doc) {
+ cur_frm.set_intro(doc.__islocal ? "" : __("There is nothing to edit."));
+ cur_frm.cscript.set_root_readonly(doc);
+};
+
+cur_frm.cscript.set_root_readonly = function(doc) {
+ // read-only for root customer group
+ if(!doc.parent_supplier_group) {
+ cur_frm.set_read_only();
+ cur_frm.set_intro(__("This is a root supplier group and cannot be edited."));
+ } else {
+ cur_frm.set_intro(null);
+ }
+};
+
+// get query select Customer Group
+cur_frm.fields_dict['parent_supplier_group'].get_query = function() {
+ return {
+ filters: {
+ 'is_group': 1
+ }
+ };
+};
+
+cur_frm.fields_dict['accounts'].grid.get_field('account').get_query = function(doc, cdt, cdn) {
+ var d = locals[cdt][cdn];
+ return {
+ filters: {
+ 'account_type': 'Payable',
+ 'company': d.company,
+ "is_group": 0
+ }
+ };
+};
diff --git a/erpnext/setup/doctype/supplier_type/supplier_type.json b/erpnext/setup/doctype/supplier_group/supplier_group.json
similarity index 62%
rename from erpnext/setup/doctype/supplier_type/supplier_type.json
rename to erpnext/setup/doctype/supplier_group/supplier_group.json
index d7d7084..dc8b263 100644
--- a/erpnext/setup/doctype/supplier_type/supplier_type.json
+++ b/erpnext/setup/doctype/supplier_group/supplier_group.json
@@ -3,7 +3,7 @@
"allow_guest_to_view": 0,
"allow_import": 1,
"allow_rename": 1,
- "autoname": "field:supplier_type",
+ "autoname": "field:supplier_group_name",
"beta": 0,
"creation": "2013-01-10 16:34:24",
"custom": 0,
@@ -18,16 +18,16 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "supplier_type",
+ "fieldname": "supplier_group_name",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
- "in_list_view": 1,
+ "in_list_view": 0,
"in_standard_filter": 0,
- "label": "Supplier Type",
+ "label": "Supplier Group Name",
"length": 0,
"no_copy": 0,
"oldfieldname": "supplier_type",
@@ -41,9 +41,73 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 1,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "parent_supplier_group",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 1,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Parent Supplier Group",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Supplier Group",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 1,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "is_group",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Is Group",
+ "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": 0
+ },
+ {
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
@@ -71,6 +135,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -102,6 +167,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -131,6 +197,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -163,6 +230,101 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "lft",
+ "fieldtype": "Int",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "lft",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 1,
+ "reqd": 0,
+ "search_index": 1,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "rgt",
+ "fieldtype": "Int",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "rgt",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 1,
+ "reqd": 0,
+ "search_index": 1,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "old_parent",
+ "fieldtype": "Link",
+ "hidden": 1,
+ "ignore_user_permissions": 1,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Old Parent",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Supplier Group",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 1,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -177,15 +339,14 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-09-04 18:54:10.093500",
+ "modified": "2018-04-20 00:54:48.724120",
"modified_by": "Administrator",
"module": "Setup",
- "name": "Supplier Type",
+ "name": "Supplier Group",
"owner": "Administrator",
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -205,7 +366,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -225,7 +385,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -245,7 +404,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -265,7 +423,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@@ -285,7 +442,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
diff --git a/erpnext/setup/doctype/supplier_group/supplier_group.py b/erpnext/setup/doctype/supplier_group/supplier_group.py
new file mode 100644
index 0000000..747560a
--- /dev/null
+++ b/erpnext/setup/doctype/supplier_group/supplier_group.py
@@ -0,0 +1,20 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.utils.nestedset import NestedSet
+
+class SupplierGroup(NestedSet):
+ nsm_parent_field = 'parent_supplier_group';
+
+ def update_nsm_model(self):
+ frappe.utils.nestedset.update_nsm(self)
+
+ def on_update(self):
+ self.update_nsm_model()
+ self.validate_one_root()
+
+ def on_trash(self):
+ self.update_nsm_model()
diff --git a/erpnext/setup/doctype/supplier_group/supplier_group_tree.js b/erpnext/setup/doctype/supplier_group/supplier_group_tree.js
new file mode 100644
index 0000000..7392699
--- /dev/null
+++ b/erpnext/setup/doctype/supplier_group/supplier_group_tree.js
@@ -0,0 +1,3 @@
+frappe.treeview_settings["Supplier Group"] = {
+ ignore_fields:["parent_supplier_group"]
+};
\ No newline at end of file
diff --git a/erpnext/setup/doctype/supplier_group/test_records.json b/erpnext/setup/doctype/supplier_group/test_records.json
new file mode 100644
index 0000000..1681e2a
--- /dev/null
+++ b/erpnext/setup/doctype/supplier_group/test_records.json
@@ -0,0 +1,7 @@
+[
+ {
+ "doctype": "Supplier Group",
+ "supplier_group_name": "_Test Supplier Group"
+ }
+]
+
\ No newline at end of file
diff --git a/erpnext/setup/doctype/supplier_type/test_supplier_type.js b/erpnext/setup/doctype/supplier_group/test_supplier_group.js
similarity index 71%
copy from erpnext/setup/doctype/supplier_type/test_supplier_type.js
copy to erpnext/setup/doctype/supplier_group/test_supplier_group.js
index 085dddd..976dd2c 100644
--- a/erpnext/setup/doctype/supplier_type/test_supplier_type.js
+++ b/erpnext/setup/doctype/supplier_group/test_supplier_group.js
@@ -2,15 +2,15 @@
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
-QUnit.test("test: Supplier Type", function (assert) {
+QUnit.test("test: Supplier Group", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
- // insert a new Supplier Type
- () => frappe.tests.make('Supplier Type', [
+ // insert a new Supplier Group
+ () => frappe.tests.make('Supplier Group', [
// values to be set
{key: 'value'}
]),
diff --git a/erpnext/hr/doctype/health_insurance/test_health_insurance.py b/erpnext/setup/doctype/supplier_group/test_supplier_group.py
similarity index 70%
copy from erpnext/hr/doctype/health_insurance/test_health_insurance.py
copy to erpnext/setup/doctype/supplier_group/test_supplier_group.py
index 6978720..0e3d23d 100644
--- a/erpnext/hr/doctype/health_insurance/test_health_insurance.py
+++ b/erpnext/setup/doctype/supplier_group/test_supplier_group.py
@@ -4,7 +4,4 @@
from __future__ import unicode_literals
import frappe
-import unittest
-
-class TestHealthInsurance(unittest.TestCase):
- pass
+test_records = frappe.get_test_records('Supplier Group')
diff --git a/erpnext/setup/doctype/supplier_type/README.md b/erpnext/setup/doctype/supplier_type/README.md
deleted file mode 100644
index 0da4c70..0000000
--- a/erpnext/setup/doctype/supplier_type/README.md
+++ /dev/null
@@ -1 +0,0 @@
-Supplier classification.
\ No newline at end of file
diff --git a/erpnext/setup/doctype/supplier_type/supplier_type.js b/erpnext/setup/doctype/supplier_type/supplier_type.js
deleted file mode 100644
index f1c5d70..0000000
--- a/erpnext/setup/doctype/supplier_type/supplier_type.js
+++ /dev/null
@@ -1,17 +0,0 @@
-// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
-// License: GNU General Public License v3. See license.txt
-
-cur_frm.cscript.refresh = function(doc) {
- cur_frm.set_intro(doc.__islocal ? "" : __("There is nothing to edit."))
-}
-
-cur_frm.fields_dict['accounts'].grid.get_field('account').get_query = function(doc, cdt, cdn) {
- var d = locals[cdt][cdn];
- return {
- filters: {
- 'account_type': 'Payable',
- 'company': d.company,
- "is_group": 0
- }
- }
-}
diff --git a/erpnext/setup/doctype/supplier_type/supplier_type.py b/erpnext/setup/doctype/supplier_type/supplier_type.py
deleted file mode 100644
index 0d23746..0000000
--- a/erpnext/setup/doctype/supplier_type/supplier_type.py
+++ /dev/null
@@ -1,10 +0,0 @@
-# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
-# License: GNU General Public License v3. See license.txt
-
-from __future__ import unicode_literals
-import frappe
-
-from frappe.model.document import Document
-
-class SupplierType(Document):
- pass
\ No newline at end of file
diff --git a/erpnext/setup/doctype/supplier_type/test_records.json b/erpnext/setup/doctype/supplier_type/test_records.json
deleted file mode 100644
index fd632c5..0000000
--- a/erpnext/setup/doctype/supplier_type/test_records.json
+++ /dev/null
@@ -1,6 +0,0 @@
-[
- {
- "doctype": "Supplier Type",
- "supplier_type": "_Test Supplier Type"
- }
-]
diff --git a/erpnext/setup/doctype/supplier_type/test_supplier_type.py b/erpnext/setup/doctype/supplier_type/test_supplier_type.py
deleted file mode 100644
index 9fa8a44..0000000
--- a/erpnext/setup/doctype/supplier_type/test_supplier_type.py
+++ /dev/null
@@ -1,7 +0,0 @@
-# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
-# License: GNU General Public License v3. See license.txt
-from __future__ import unicode_literals
-
-
-import frappe
-test_records = frappe.get_test_records('Supplier Type')
\ No newline at end of file
diff --git a/erpnext/setup/setup_wizard/operations/install_fixtures.py b/erpnext/setup/setup_wizard/operations/install_fixtures.py
index 8f761e5..c686ed3 100644
--- a/erpnext/setup/setup_wizard/operations/install_fixtures.py
+++ b/erpnext/setup/setup_wizard/operations/install_fixtures.py
@@ -147,14 +147,15 @@
{'doctype': 'Customer Group', 'customer_group_name': _('Non Profit'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
{'doctype': 'Customer Group', 'customer_group_name': _('Government'), 'is_group': 0, 'parent_customer_group': _('All Customer Groups')},
- # supplier type
- {'doctype': 'Supplier Type', 'supplier_type': _('Services')},
- {'doctype': 'Supplier Type', 'supplier_type': _('Local')},
- {'doctype': 'Supplier Type', 'supplier_type': _('Raw Material')},
- {'doctype': 'Supplier Type', 'supplier_type': _('Electrical')},
- {'doctype': 'Supplier Type', 'supplier_type': _('Hardware')},
- {'doctype': 'Supplier Type', 'supplier_type': _('Pharmaceutical')},
- {'doctype': 'Supplier Type', 'supplier_type': _('Distributor')},
+ # supplier group
+ {'doctype': 'Supplier Group', 'supplier_group_name': _('All Supplier Groups'), 'is_group': 1, 'name': _('All Supplier Groups'), 'parent_supplier_group': ''},
+ {'doctype': 'Supplier Group', 'supplier_group_name': _('Services'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
+ {'doctype': 'Supplier Group', 'supplier_group_name': _('Local'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
+ {'doctype': 'Supplier Group', 'supplier_group_name': _('Raw Material'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
+ {'doctype': 'Supplier Group', 'supplier_group_name': _('Electrical'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
+ {'doctype': 'Supplier Group', 'supplier_group_name': _('Hardware'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
+ {'doctype': 'Supplier Group', 'supplier_group_name': _('Pharmaceutical'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
+ {'doctype': 'Supplier Group', 'supplier_group_name': _('Distributor'), 'is_group': 0, 'parent_supplier_group': _('All Supplier Groups')},
# Sales Person
{'doctype': 'Sales Person', 'sales_person_name': _('Sales Team'), 'is_group': 1, "parent_sales_person": ""},
diff --git a/erpnext/startup/report_data_map.py b/erpnext/startup/report_data_map.py
index daf6fdd..5de7998 100644
--- a/erpnext/startup/report_data_map.py
+++ b/erpnext/startup/report_data_map.py
@@ -208,15 +208,15 @@
},
"Supplier": {
"columns": ["name", "if(supplier_name=name, '', supplier_name) as supplier_name",
- "supplier_type as parent_supplier_type"],
+ "supplier_group as parent_supplier_group"],
"conditions": ["docstatus < 2"],
"order_by": "name",
"links": {
- "parent_supplier_type": ["Supplier Type", "name"],
+ "parent_supplier_group": ["Supplier Group", "name"],
}
},
- "Supplier Type": {
- "columns": ["name"],
+ "Supplier Group": {
+ "columns": ["name", "parent_supplier_group"],
"conditions": ["docstatus < 2"],
"order_by": "name"
},
diff --git a/erpnext/stock/doctype/delivery_note/delivery_note.js b/erpnext/stock/doctype/delivery_note/delivery_note.js
index ba0268e..a2faa9a 100644
--- a/erpnext/stock/doctype/delivery_note/delivery_note.js
+++ b/erpnext/stock/doctype/delivery_note/delivery_note.js
@@ -34,7 +34,7 @@
frm.set_query('transporter_name', function(doc) {
return {
- filters: { 'supplier_type': "transporter" }
+ filters: { 'supplier_group': "transporter" }
}
});
diff --git a/erpnext/stock/doctype/item/item.js b/erpnext/stock/doctype/item/item.js
index f98cbb6..fbf0ded 100644
--- a/erpnext/stock/doctype/item/item.js
+++ b/erpnext/stock/doctype/item/item.js
@@ -19,7 +19,9 @@
// should never check Private
frm.fields_dict["website_image"].df.is_private = 0;
-
+ if (frm.doc.is_fixed_asset) {
+ frm.trigger("set_asset_naming_series");
+ }
},
refresh: function(frm) {
@@ -124,7 +126,20 @@
},
is_fixed_asset: function(frm) {
- frm.set_value("is_stock_item", frm.doc.is_fixed_asset ? 0 : 1);
+ frm.call({
+ method: "set_asset_naming_series",
+ doc: frm.doc,
+ callback: function() {
+ frm.set_value("is_stock_item", frm.doc.is_fixed_asset ? 0 : 1);
+ frm.trigger("set_asset_naming_series");
+ }
+ })
+ },
+
+ set_asset_naming_series: function(frm) {
+ if (frm.doc.__onload && frm.doc.__onload.asset_naming_series) {
+ frm.set_df_property("asset_naming_series", "options", frm.doc.__onload.asset_naming_series);
+ }
},
page_name: frappe.utils.warn_page_name_change,
diff --git a/erpnext/stock/doctype/item/item.json b/erpnext/stock/doctype/item/item.json
index 6a36d64..7381336 100644
--- a/erpnext/stock/doctype/item/item.json
+++ b/erpnext/stock/doctype/item/item.json
@@ -3605,274 +3605,3516 @@
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
- "unique": 0
- },
+ "unique": 0
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "hub_category_to_publish",
- "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": "Hub Category to Publish",
- "length": 0,
- "no_copy": 0,
- "options": "",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 1,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "1",
+ "description": "",
+ "fieldname": "is_stock_item",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Maintain Stock",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldname": "is_stock_item",
+ "oldfieldtype": "Select",
+ "options": "",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "description": "Publish \"In Stock\" or \"Not in Stock\" on Hub based on stock available in this warehouse.",
- "fieldname": "hub_warehouse",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 1,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Hub Warehouse",
- "length": 0,
- "no_copy": 0,
- "options": "Warehouse",
- "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,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 1,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:(doc.__islocal&&doc.is_stock_item && !doc.has_serial_no && !doc.has_batch_no)",
+ "fieldname": "opening_stock",
+ "fieldtype": "Float",
+ "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": "Opening Stock",
+ "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": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "default": "0",
- "fieldname": "synced_with_hub",
- "fieldtype": "Check",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Synced With Hub",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_stock_item",
+ "fieldname": "valuation_rate",
+ "fieldtype": "Currency",
+ "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": "Valuation Rate",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 1,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:doc.__islocal",
+ "fieldname": "standard_rate",
+ "fieldtype": "Currency",
+ "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": "Standard Selling Rate",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "is_fixed_asset",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Fixed Asset",
+ "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": 1,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_fixed_asset",
+ "fieldname": "asset_naming_series",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Asset Naming Series",
+ "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": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_fixed_asset",
+ "fieldname": "asset_category",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Asset Category",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Asset Category",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:!doc.__islocal",
+ "description": "",
+ "fieldname": "tolerance",
+ "fieldtype": "Float",
+ "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": "Allow over delivery or receipt upto this percent",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldname": "tolerance",
+ "oldfieldtype": "Currency",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "image",
+ "fieldtype": "Attach Image",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Image",
+ "length": 0,
+ "no_copy": 0,
+ "options": "image",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 1,
+ "columns": 0,
+ "fieldname": "section_break_11",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Description",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
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+ "in_filter": 0,
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+ "default": "",
+ "depends_on": "eval:doc.is_stock_item || doc.is_fixed_asset",
+ "description": "",
+ "fieldname": "has_serial_no",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Has Serial No",
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+ "no_copy": 1,
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+ "fieldname": "serial_no_series",
+ "fieldtype": "Data",
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+ "default": "0",
+ "depends_on": "eval:!doc.variant_of",
+ "description": "If this item has variants, then it cannot be selected in sales orders etc.",
+ "fieldname": "has_variants",
+ "fieldtype": "Check",
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+ "fieldtype": "Table",
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+ {
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+ "description": "Average time taken by the supplier to deliver",
+ "fieldname": "lead_time_days",
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+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Stock Manager",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Stock User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Stock User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Sales User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Sales User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Purchase User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Purchase User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Maintenance User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Maintenance User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Accounts User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Accounts User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
{
- "amend": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Manufacturing User",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Manufacturing User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
}
],
diff --git a/erpnext/stock/doctype/item/item.py b/erpnext/stock/doctype/item/item.py
index 31cb828..945bde3 100644
--- a/erpnext/stock/doctype/item/item.py
+++ b/erpnext/stock/doctype/item/item.py
@@ -16,6 +16,7 @@
from frappe.utils.html_utils import clean_html
from frappe.website.doctype.website_slideshow.website_slideshow import \
get_slideshow
+
from frappe.website.render import clear_cache
from frappe.website.website_generator import WebsiteGenerator
@@ -42,10 +43,18 @@
super(Item, self).onload()
self.set_onload('stock_exists', self.stock_ledger_created())
+ self.set_asset_naming_series()
if self.is_fixed_asset:
asset = frappe.db.get_all("Asset", filters={"item_code": self.name, "docstatus": 1}, limit=1)
self.set_onload("asset_exists", True if asset else False)
+ def set_asset_naming_series(self):
+ if not hasattr(self, '_asset_naming_series'):
+ from erpnext.assets.doctype.asset.asset import get_asset_naming_series
+ self._asset_naming_series = get_asset_naming_series()
+
+ self.set_onload('asset_naming_series', self._asset_naming_series)
+
def autoname(self):
if frappe.db.get_default("item_naming_by") == "Naming Series":
if self.variant_of:
@@ -444,7 +453,7 @@
_("Conversion factor for default Unit of Measure must be 1 in row {0}").format(d.idx))
def validate_item_type(self):
- if self.has_serial_no == 1 and self.is_stock_item == 0:
+ if self.has_serial_no == 1 and self.is_stock_item == 0 and not self.is_fixed_asset:
msgprint(_("'Has Serial No' can not be 'Yes' for non-stock item"), raise_exception=1)
if self.has_serial_no == 0 and self.serial_no_series:
diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js
index 034ea1e..c55013e 100644
--- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js
+++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js
@@ -65,6 +65,20 @@
if (erpnext.is_perpetual_inventory_enabled(this.frm.doc.company)) {
this.show_general_ledger();
}
+
+ this.frm.add_custom_button(__('Asset'), function() {
+ frappe.route_options = {
+ purchase_receipt: me.frm.doc.name,
+ };
+ frappe.set_route("List", "Asset");
+ }, __("View"));
+
+ this.frm.add_custom_button(__('Asset Movement'), function() {
+ frappe.route_options = {
+ reference_name: me.frm.doc.name,
+ };
+ frappe.set_route("List", "Asset Movement");
+ }, __("View"));
}
if(!this.frm.doc.is_return && this.frm.doc.status!="Closed") {
diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
index 46eee31..573f7ed 100644
--- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
+++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
@@ -13,6 +13,7 @@
from erpnext.accounts.utils import get_account_currency
from frappe.desk.notifications import clear_doctype_notifications
from erpnext.buying.utils import check_for_closed_status
+from erpnext.assets.doctype.asset_category.asset_category import get_asset_category_account
form_grid_templates = {
"items": "templates/form_grid/item_grid.html"
@@ -253,6 +254,40 @@
d.rejected_warehouse not in warehouse_with_no_account:
warehouse_with_no_account.append(d.warehouse)
+ elif d.is_fixed_asset:
+ asset_accounts = self.get_company_default(["capital_work_in_progress_account",
+ "asset_received_but_not_billed"])
+
+ # CWIP entry
+ cwip_account = get_asset_category_account(d.asset,
+ 'capital_work_in_progress_account') or asset_accounts[0]
+
+ asset_amount = flt(d.net_amount) + flt(d.item_tax_amount/self.conversion_rate)
+ base_asset_amount = flt(d.base_net_amount + d.item_tax_amount)
+
+ cwip_account_currency = get_account_currency(cwip_account)
+ gl_entries.append(self.get_gl_dict({
+ "account": cwip_account,
+ "against": asset_accounts[1],
+ "cost_center": d.cost_center,
+ "remarks": self.get("remarks") or _("Accounting Entry for Asset"),
+ "debit": base_asset_amount,
+ "debit_in_account_currency": (base_asset_amount
+ if cwip_account_currency == self.company_currency else asset_amount)
+ }))
+
+ # Asset received but not billed
+ asset_rbnb_currency = get_account_currency(asset_accounts[1])
+ gl_entries.append(self.get_gl_dict({
+ "account": asset_accounts[1],
+ "against": asset_accounts[0],
+ "cost_center": d.cost_center,
+ "remarks": self.get("remarks") or _("Accounting Entry for Asset"),
+ "credit": base_asset_amount,
+ "credit_in_account_currency": (base_asset_amount
+ if asset_rbnb_currency == self.company_currency else asset_amount)
+ }))
+
# Cost center-wise amount breakup for other charges included for valuation
valuation_tax = {}
for tax in self.get("taxes"):
@@ -393,6 +428,8 @@
"parent": "purchase_receipt",
"purchase_order_item": "po_detail",
"purchase_order": "purchase_order",
+ "is_fixed_asset": "is_fixed_asset",
+ "asset": "asset",
},
"postprocess": update_item,
"filter": lambda d: abs(d.qty) - abs(invoiced_qty_map.get(d.name, 0))<=0
diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt_dashboard.py b/erpnext/stock/doctype/purchase_receipt/purchase_receipt_dashboard.py
index e83a89e..7ed7dd6 100644
--- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt_dashboard.py
+++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt_dashboard.py
@@ -5,6 +5,7 @@
'fieldname': 'purchase_receipt_no',
'non_standard_fieldnames': {
'Purchase Invoice': 'purchase_receipt',
+ 'Asset': 'purchase_receipt',
'Landed Cost Voucher': 'receipt_document',
'Auto Repeat': 'reference_document'
},
@@ -16,7 +17,7 @@
'transactions': [
{
'label': _('Related'),
- 'items': ['Purchase Invoice', 'Landed Cost Voucher']
+ 'items': ['Purchase Invoice', 'Landed Cost Voucher', 'Asset']
},
{
'label': _('Reference'),
diff --git a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
index d9f40cc..ffcc954 100644
--- a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
+++ b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
@@ -289,13 +289,53 @@
serial_no=serial_no, basic_rate=100, do_not_submit=True)
self.assertRaises(SerialNoDuplicateError, se.submit)
+ def test_serialized_asset_item(self):
+ asset_item = "Test Serialized Asset Item"
+
+ if not frappe.db.exists('Item', asset_item):
+ asset_category = frappe.get_all('Asset Category')
+
+ if asset_category:
+ asset_category = asset_category[0].name
+
+ if not asset_category:
+ doc = frappe.get_doc({
+ 'doctype': 'Asset Category',
+ 'asset_category_name': 'Test Asset Category',
+ 'depreciation_method': 'Straight Line',
+ 'total_number_of_depreciations': 12,
+ 'frequency_of_depreciation': 1,
+ 'accounts': [{
+ 'company_name': '_Test Company',
+ 'fixed_asset_account': '_Test Fixed Asset - _TC',
+ 'accumulated_depreciation_account': 'Depreciation - _TC',
+ 'depreciation_expense_account': 'Depreciation - _TC'
+ }]
+ }).insert()
+
+ asset_category = doc.name
+
+ asset_item = make_item(asset_item, {'is_stock_item':0,
+ 'stock_uom': 'Box', 'is_fixed_asset': 1, 'has_serial_no': 1,
+ 'asset_category': asset_category, 'serial_no_series': 'ABC.###'})
+
+ pr = make_purchase_receipt(item_code=asset_item, qty=3)
+ asset = frappe.db.get_value('Asset', {'purchase_receipt': pr.name}, 'name')
+ asset_movement = frappe.db.get_value('Asset Movement', {'reference_name': pr.name}, 'name')
+ serial_nos = frappe.get_all('Serial No', {'asset': asset}, 'name')
+
+ self.assertEquals(len(serial_nos), 3)
+ pr.cancel()
+ serial_nos = frappe.get_all('Serial No', {'asset': asset}, 'name') or []
+ self.assertEquals(len(serial_nos), 0)
+ frappe.db.sql("delete from `tabAsset Category`")
+ frappe.db.sql("delete from `tabAsset`")
def get_gl_entries(voucher_type, voucher_no):
return frappe.db.sql("""select account, debit, credit
from `tabGL Entry` where voucher_type=%s and voucher_no=%s
order by account desc""", (voucher_type, voucher_no), as_dict=1)
-
def make_purchase_receipt(**args):
frappe.db.set_value("Buying Settings", None, "allow_multiple_items", 1)
pr = frappe.new_doc("Purchase Receipt")
diff --git a/erpnext/stock/doctype/purchase_receipt_item/purchase_receipt_item.json b/erpnext/stock/doctype/purchase_receipt_item/purchase_receipt_item.json
index 754bd71..87c9a75 100755
--- a/erpnext/stock/doctype/purchase_receipt_item/purchase_receipt_item.json
+++ b/erpnext/stock/doctype/purchase_receipt_item/purchase_receipt_item.json
@@ -1583,6 +1583,103 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "is_fixed_asset",
+ "fieldtype": "Check",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Fixed Asset",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_fixed_asset",
+ "fieldname": "asset",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Asset",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Asset",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_fixed_asset",
+ "fieldname": "asset_location",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Asset Location",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Location",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "purchase_order",
"fieldtype": "Link",
"hidden": 0,
@@ -2395,7 +2492,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
- "modified": "2018-02-22 15:15:38.793425",
+ "modified": "2018-05-07 13:42:05.061386",
"modified_by": "Administrator",
"module": "Stock",
"name": "Purchase Receipt Item",
diff --git a/erpnext/stock/doctype/serial_no/serial_no.json b/erpnext/stock/doctype/serial_no/serial_no.json
index 1ff0332..edd29a2 100644
--- a/erpnext/stock/doctype/serial_no/serial_no.json
+++ b/erpnext/stock/doctype/serial_no/serial_no.json
@@ -676,6 +676,190 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "asset_details",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Asset Details",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "asset",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Asset",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Asset",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "asset",
+ "fieldname": "asset_status",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Asset Status",
+ "length": 0,
+ "no_copy": 0,
+ "options": "\nIssue\nReceipt\nTransfer",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_24",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "location",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Location",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Location",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Employee",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "delivery_details",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1342,7 +1526,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2018-04-13 11:51:38.163506",
+ "modified": "2018-05-10 23:38:20.646770",
"modified_by": "Administrator",
"module": "Stock",
"name": "Serial No",
diff --git a/erpnext/stock/doctype/serial_no/serial_no.py b/erpnext/stock/doctype/serial_no/serial_no.py
index 020a8bc..8ce49c5 100644
--- a/erpnext/stock/doctype/serial_no/serial_no.py
+++ b/erpnext/stock/doctype/serial_no/serial_no.py
@@ -4,6 +4,7 @@
from __future__ import unicode_literals
import frappe
+from frappe.model.naming import make_autoname
from frappe.utils import cint, cstr, flt, add_days, nowdate, getdate
from frappe import _, ValidationError
@@ -283,25 +284,31 @@
def update_serial_nos(sle, item_det):
if sle.is_cancelled == "No" and not sle.serial_no and sle.actual_qty > 0 \
and item_det.has_serial_no == 1 and item_det.serial_no_series:
- from frappe.model.naming import make_autoname
- serial_nos = []
- for i in range(cint(sle.actual_qty)):
- serial_nos.append(make_autoname(item_det.serial_no_series, "Serial No"))
- frappe.db.set(sle, "serial_no", "\n".join(serial_nos))
+ serial_nos = get_auto_serial_nos(item_det.serial_no_series, sle.actual_qty)
+ frappe.db.set(sle, "serial_no", serial_nos)
validate_serial_no(sle, item_det)
if sle.serial_no:
- serial_nos = get_serial_nos(sle.serial_no)
- for serial_no in serial_nos:
- if frappe.db.exists("Serial No", serial_no):
- sr = frappe.get_doc("Serial No", serial_no)
- sr.via_stock_ledger = True
- sr.item_code = sle.item_code
- sr.warehouse = sle.warehouse if sle.actual_qty > 0 else None
- sr.batch_no = sle.batch_no
- sr.save(ignore_permissions=True)
- elif sle.actual_qty > 0:
- make_serial_no(serial_no, sle)
+ auto_make_serial_nos(sle)
+
+def get_auto_serial_nos(serial_no_series, qty):
+ serial_nos = []
+ for i in range(cint(qty)):
+ serial_nos.append(make_autoname(serial_no_series, "Serial No"))
+
+ return "\n".join(serial_nos)
+
+def auto_make_serial_nos(args):
+ serial_nos = get_serial_nos(args.get('serial_no'))
+ for serial_no in serial_nos:
+ if frappe.db.exists("Serial No", serial_no):
+ sr = frappe.get_doc("Serial No", serial_no)
+ sr.via_stock_ledger = True
+ sr.item_code = args.get('item_code')
+ sr.warehouse = args.get('warehouse') if args.get('actual_qty', 0) > 0 else None
+ sr.save(ignore_permissions=True)
+ elif args.get('actual_qty', 0) > 0:
+ make_serial_no(serial_no, args)
def get_item_details(item_code):
return frappe.db.sql("""select name, has_batch_no, docstatus,
@@ -312,21 +319,27 @@
return [s.strip() for s in cstr(serial_no).strip().upper().replace(',', '\n').split('\n')
if s.strip()]
-def make_serial_no(serial_no, sle):
+def make_serial_no(serial_no, args):
sr = frappe.new_doc("Serial No")
sr.warehouse = None
sr.dont_update_if_missing.append("warehouse")
sr.flags.ignore_permissions = True
sr.serial_no = serial_no
- sr.item_code = sle.item_code
- sr.company = sle.company
- sr.batch_no = sle.batch_no
- sr.via_stock_ledger = True
- sr.insert()
+ sr.item_code = args.get('item_code')
+ sr.company = args.get('company')
+ sr.via_stock_ledger = args.get('via_stock_ledger') or True
+ sr.asset = args.get('asset')
- sr.warehouse = sle.warehouse
- sr.save()
+ if args.get('purchase_document_type'):
+ sr.purchase_document_type = args.get('purchase_document_type')
+ sr.purchase_document_no = args.get('purchase_document_no')
+
+ sr.insert()
+ if args.get('warehouse'):
+ sr.warehouse = args.get('warehouse')
+ sr.save()
+
frappe.msgprint(_("Serial No {0} created").format(sr.name))
return sr.name
diff --git a/erpnext/utilities/user_progress_utils.py b/erpnext/utilities/user_progress_utils.py
index 5bd855f..20e533e 100644
--- a/erpnext/utilities/user_progress_utils.py
+++ b/erpnext/utilities/user_progress_utils.py
@@ -63,7 +63,7 @@
doc = frappe.get_doc({
"doctype":"Supplier",
"supplier_name": supplier,
- "supplier_type": _("Local"),
+ "supplier_group": _("Local"),
"company": defaults.get("company")
}).insert()
