Merge pull request #27055 from 18alantom/update-stock-onboarding-fp
refactor: update stock module onboarding (frontport #25745)
diff --git a/erpnext/accounts/doctype/bank_transaction/bank_transaction.py b/erpnext/accounts/doctype/bank_transaction/bank_transaction.py
index 31cfb2d..0544a46 100644
--- a/erpnext/accounts/doctype/bank_transaction/bank_transaction.py
+++ b/erpnext/accounts/doctype/bank_transaction/bank_transaction.py
@@ -21,6 +21,10 @@
self.update_allocations()
self.clear_linked_payment_entries()
self.set_status(update=True)
+
+ def on_cancel(self):
+ self.clear_linked_payment_entries(for_cancel=True)
+ self.set_status(update=True)
def update_allocations(self):
if self.payment_entries:
@@ -41,21 +45,30 @@
frappe.db.set_value(self.doctype, self.name, "status", "Reconciled")
self.reload()
-
- def clear_linked_payment_entries(self):
+
+ def clear_linked_payment_entries(self, for_cancel=False):
for payment_entry in self.payment_entries:
if payment_entry.payment_document in ["Payment Entry", "Journal Entry", "Purchase Invoice", "Expense Claim"]:
- self.clear_simple_entry(payment_entry)
+ self.clear_simple_entry(payment_entry, for_cancel=for_cancel)
elif payment_entry.payment_document == "Sales Invoice":
- self.clear_sales_invoice(payment_entry)
+ self.clear_sales_invoice(payment_entry, for_cancel=for_cancel)
- def clear_simple_entry(self, payment_entry):
- frappe.db.set_value(payment_entry.payment_document, payment_entry.payment_entry, "clearance_date", self.date)
+ def clear_simple_entry(self, payment_entry, for_cancel=False):
+ clearance_date = self.date if not for_cancel else None
+ frappe.db.set_value(
+ payment_entry.payment_document, payment_entry.payment_entry,
+ "clearance_date", clearance_date)
- def clear_sales_invoice(self, payment_entry):
- frappe.db.set_value("Sales Invoice Payment", dict(parenttype=payment_entry.payment_document,
- parent=payment_entry.payment_entry), "clearance_date", self.date)
+ def clear_sales_invoice(self, payment_entry, for_cancel=False):
+ clearance_date = self.date if not for_cancel else None
+ frappe.db.set_value(
+ "Sales Invoice Payment",
+ dict(
+ parenttype=payment_entry.payment_document,
+ parent=payment_entry.payment_entry
+ ),
+ "clearance_date", clearance_date)
def get_total_allocated_amount(payment_entry):
return frappe.db.sql("""
diff --git a/erpnext/accounts/doctype/bank_transaction/bank_transaction_list.js b/erpnext/accounts/doctype/bank_transaction/bank_transaction_list.js
index bff41d5..2585ee9 100644
--- a/erpnext/accounts/doctype/bank_transaction/bank_transaction_list.js
+++ b/erpnext/accounts/doctype/bank_transaction/bank_transaction_list.js
@@ -4,10 +4,12 @@
frappe.listview_settings['Bank Transaction'] = {
add_fields: ["unallocated_amount"],
get_indicator: function(doc) {
- if(flt(doc.unallocated_amount)>0) {
- return [__("Unreconciled"), "orange", "unallocated_amount,>,0"];
+ if(doc.docstatus == 2) {
+ return [__("Cancelled"), "red", "docstatus,=,2"];
} else if(flt(doc.unallocated_amount)<=0) {
return [__("Reconciled"), "green", "unallocated_amount,=,0"];
+ } else if(flt(doc.unallocated_amount)>0) {
+ return [__("Unreconciled"), "orange", "unallocated_amount,>,0"];
}
}
};
diff --git a/erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py b/erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py
index ce149f9..439d489 100644
--- a/erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py
+++ b/erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py
@@ -25,7 +25,8 @@
def tearDownClass(cls):
for bt in frappe.get_all("Bank Transaction"):
doc = frappe.get_doc("Bank Transaction", bt.name)
- doc.cancel()
+ if doc.docstatus == 1:
+ doc.cancel()
doc.delete()
# Delete directly in DB to avoid validation errors for countries not allowing deletion
@@ -57,6 +58,12 @@
clearance_date = frappe.db.get_value("Payment Entry", payment.name, "clearance_date")
self.assertTrue(clearance_date is not None)
+ bank_transaction.reload()
+ bank_transaction.cancel()
+
+ clearance_date = frappe.db.get_value("Payment Entry", payment.name, "clearance_date")
+ self.assertFalse(clearance_date)
+
# Check if ERPNext can correctly filter a linked payments based on the debit/credit amount
def test_debit_credit_output(self):
bank_transaction = frappe.get_doc("Bank Transaction", dict(description="Auszahlung Karte MC/000002916 AUTOMAT 698769 K002 27.10. 14:07"))
diff --git a/erpnext/accounts/doctype/finance_book/test_finance_book.py b/erpnext/accounts/doctype/finance_book/test_finance_book.py
index cd8e204..2ba2139 100644
--- a/erpnext/accounts/doctype/finance_book/test_finance_book.py
+++ b/erpnext/accounts/doctype/finance_book/test_finance_book.py
@@ -9,19 +9,8 @@
import unittest
class TestFinanceBook(unittest.TestCase):
- def create_finance_book(self):
- if not frappe.db.exists("Finance Book", "_Test Finance Book"):
- finance_book = frappe.get_doc({
- "doctype": "Finance Book",
- "finance_book_name": "_Test Finance Book"
- }).insert()
- else:
- finance_book = frappe.get_doc("Finance Book", "_Test Finance Book")
-
- return finance_book
-
def test_finance_book(self):
- finance_book = self.create_finance_book()
+ finance_book = create_finance_book()
# create jv entry
jv = make_journal_entry("_Test Bank - _TC",
@@ -41,3 +30,14 @@
for gl_entry in gl_entries:
self.assertEqual(gl_entry.finance_book, finance_book.name)
+
+def create_finance_book():
+ if not frappe.db.exists("Finance Book", "_Test Finance Book"):
+ finance_book = frappe.get_doc({
+ "doctype": "Finance Book",
+ "finance_book_name": "_Test Finance Book"
+ }).insert()
+ else:
+ finance_book = frappe.get_doc("Finance Book", "_Test Finance Book")
+
+ return finance_book
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py b/erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py
index a6e3bd9..289278e 100644
--- a/erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py
+++ b/erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py
@@ -50,9 +50,13 @@
.format(pce[0][0], self.posting_date))
def make_gl_entries(self):
+ gl_entries = self.get_gl_entries()
+ if gl_entries:
+ from erpnext.accounts.general_ledger import make_gl_entries
+ make_gl_entries(gl_entries)
+
+ def get_gl_entries(self):
gl_entries = []
- net_pl_balance = 0
-
pl_accounts = self.get_pl_balances()
for acc in pl_accounts:
@@ -60,6 +64,7 @@
gl_entries.append(self.get_gl_dict({
"account": acc.account,
"cost_center": acc.cost_center,
+ "finance_book": acc.finance_book,
"account_currency": acc.account_currency,
"debit_in_account_currency": abs(flt(acc.bal_in_account_currency)) if flt(acc.bal_in_account_currency) < 0 else 0,
"debit": abs(flt(acc.bal_in_company_currency)) if flt(acc.bal_in_company_currency) < 0 else 0,
@@ -67,35 +72,13 @@
"credit": abs(flt(acc.bal_in_company_currency)) if flt(acc.bal_in_company_currency) > 0 else 0
}, item=acc))
- net_pl_balance += flt(acc.bal_in_company_currency)
+ if gl_entries:
+ gle_for_net_pl_bal = self.get_pnl_gl_entry(pl_accounts)
+ gl_entries += gle_for_net_pl_bal
- if net_pl_balance:
- if self.cost_center_wise_pnl:
- costcenter_wise_gl_entries = self.get_costcenter_wise_pnl_gl_entries(pl_accounts)
- gl_entries += costcenter_wise_gl_entries
- else:
- gl_entry = self.get_pnl_gl_entry(net_pl_balance)
- gl_entries.append(gl_entry)
-
- from erpnext.accounts.general_ledger import make_gl_entries
- make_gl_entries(gl_entries)
-
- def get_pnl_gl_entry(self, net_pl_balance):
- cost_center = frappe.db.get_value("Company", self.company, "cost_center")
- gl_entry = self.get_gl_dict({
- "account": self.closing_account_head,
- "debit_in_account_currency": abs(net_pl_balance) if net_pl_balance > 0 else 0,
- "debit": abs(net_pl_balance) if net_pl_balance > 0 else 0,
- "credit_in_account_currency": abs(net_pl_balance) if net_pl_balance < 0 else 0,
- "credit": abs(net_pl_balance) if net_pl_balance < 0 else 0,
- "cost_center": cost_center
- })
-
- self.update_default_dimensions(gl_entry)
-
- return gl_entry
-
- def get_costcenter_wise_pnl_gl_entries(self, pl_accounts):
+ return gl_entries
+
+ def get_pnl_gl_entry(self, pl_accounts):
company_cost_center = frappe.db.get_value("Company", self.company, "cost_center")
gl_entries = []
@@ -104,6 +87,7 @@
gl_entry = self.get_gl_dict({
"account": self.closing_account_head,
"cost_center": acc.cost_center or company_cost_center,
+ "finance_book": acc.finance_book,
"account_currency": acc.account_currency,
"debit_in_account_currency": abs(flt(acc.bal_in_account_currency)) if flt(acc.bal_in_account_currency) > 0 else 0,
"debit": abs(flt(acc.bal_in_company_currency)) if flt(acc.bal_in_company_currency) > 0 else 0,
@@ -130,7 +114,7 @@
def get_pl_balances(self):
"""Get balance for dimension-wise pl accounts"""
- dimension_fields = ['t1.cost_center']
+ dimension_fields = ['t1.cost_center', 't1.finance_book']
self.accounting_dimensions = get_accounting_dimensions()
for dimension in self.accounting_dimensions:
diff --git a/erpnext/accounts/doctype/period_closing_voucher/test_period_closing_voucher.py b/erpnext/accounts/doctype/period_closing_voucher/test_period_closing_voucher.py
index f17a5c5..2d19391 100644
--- a/erpnext/accounts/doctype/period_closing_voucher/test_period_closing_voucher.py
+++ b/erpnext/accounts/doctype/period_closing_voucher/test_period_closing_voucher.py
@@ -8,6 +8,7 @@
from frappe.utils import flt, today
from erpnext.accounts.utils import get_fiscal_year, now
from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
+from erpnext.accounts.doctype.finance_book.test_finance_book import create_finance_book
from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
class TestPeriodClosingVoucher(unittest.TestCase):
@@ -118,6 +119,58 @@
self.assertTrue(pcv_gle, expected_gle)
+ def test_period_closing_with_finance_book_entries(self):
+ frappe.db.sql("delete from `tabGL Entry` where company='Test PCV Company'")
+
+ company = create_company()
+ surplus_account = create_account()
+ cost_center = create_cost_center("Test Cost Center 1")
+
+ create_sales_invoice(
+ company=company,
+ income_account="Sales - TPC",
+ expense_account="Cost of Goods Sold - TPC",
+ cost_center=cost_center,
+ rate=400,
+ debit_to="Debtors - TPC"
+ )
+ jv = make_journal_entry(
+ account1="Cash - TPC",
+ account2="Sales - TPC",
+ amount=400,
+ cost_center=cost_center,
+ posting_date=now()
+ )
+ jv.company = company
+ jv.finance_book = create_finance_book().name
+ jv.save()
+ jv.submit()
+
+ pcv = frappe.get_doc({
+ "transaction_date": today(),
+ "posting_date": today(),
+ "fiscal_year": get_fiscal_year(today())[0],
+ "company": company,
+ "closing_account_head": surplus_account,
+ "remarks": "Test",
+ "doctype": "Period Closing Voucher"
+ })
+ pcv.insert()
+ pcv.submit()
+
+ expected_gle = (
+ (surplus_account, 0.0, 400.0, ''),
+ (surplus_account, 0.0, 400.0, jv.finance_book),
+ ('Sales - TPC', 400.0, 0.0, ''),
+ ('Sales - TPC', 400.0, 0.0, jv.finance_book)
+ )
+
+ pcv_gle = frappe.db.sql("""
+ select account, debit, credit, finance_book from `tabGL Entry` where voucher_no=%s
+ """, (pcv.name))
+
+ self.assertTrue(pcv_gle, expected_gle)
+
def make_period_closing_voucher(self):
pcv = frappe.get_doc({
"doctype": "Period Closing Voucher",
diff --git a/erpnext/accounts/doctype/pos_invoice/pos_invoice.json b/erpnext/accounts/doctype/pos_invoice/pos_invoice.json
index b819537..19c6c8f 100644
--- a/erpnext/accounts/doctype/pos_invoice/pos_invoice.json
+++ b/erpnext/accounts/doctype/pos_invoice/pos_invoice.json
@@ -1564,7 +1564,7 @@
"icon": "fa fa-file-text",
"is_submittable": 1,
"links": [],
- "modified": "2021-08-18 16:13:52.080543",
+ "modified": "2021-08-24 18:19:20.728433",
"modified_by": "Administrator",
"module": "Accounts",
"name": "POS Invoice",
diff --git a/erpnext/accounts/doctype/pos_invoice/pos_invoice.py b/erpnext/accounts/doctype/pos_invoice/pos_invoice.py
index 759cad5..034a217 100644
--- a/erpnext/accounts/doctype/pos_invoice/pos_invoice.py
+++ b/erpnext/accounts/doctype/pos_invoice/pos_invoice.py
@@ -138,7 +138,7 @@
.format(item.idx, bold_delivered_serial_nos), title=_("Item Unavailable"))
def validate_stock_availablility(self):
- if self.is_return:
+ if self.is_return or self.docstatus != 1:
return
allow_negative_stock = frappe.db.get_single_value('Stock Settings', 'allow_negative_stock')
diff --git a/erpnext/accounts/doctype/pos_invoice/test_pos_invoice.py b/erpnext/accounts/doctype/pos_invoice/test_pos_invoice.py
index 6172796..d2527fb 100644
--- a/erpnext/accounts/doctype/pos_invoice/test_pos_invoice.py
+++ b/erpnext/accounts/doctype/pos_invoice/test_pos_invoice.py
@@ -320,7 +320,8 @@
pos2.get("items")[0].serial_no = serial_nos[0]
pos2.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 1000})
- self.assertRaises(frappe.ValidationError, pos2.insert)
+ pos2.insert()
+ self.assertRaises(frappe.ValidationError, pos2.submit)
def test_delivered_serialized_item_transaction(self):
from erpnext.stock.doctype.stock_entry.test_stock_entry import make_serialized_item
@@ -348,7 +349,8 @@
pos2.get("items")[0].serial_no = serial_nos[0]
pos2.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 1000})
- self.assertRaises(frappe.ValidationError, pos2.insert)
+ pos2.insert()
+ self.assertRaises(frappe.ValidationError, pos2.submit)
def test_loyalty_points(self):
from erpnext.accounts.doctype.loyalty_program.test_loyalty_program import create_records
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
index 2071827..2dd3d69 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
@@ -154,9 +154,9 @@
return
}
- $.each(doc["items"], function(i, row) {
+ doc.items.forEach((row) => {
if(row.delivery_note) frappe.model.clear_doc("Delivery Note", row.delivery_note)
- })
+ });
}
set_default_print_format() {
@@ -446,13 +446,25 @@
}
currency() {
- super.currency();
+ this._super();
$.each(cur_frm.doc.timesheets, function(i, d) {
let row = frappe.get_doc(d.doctype, d.name)
set_timesheet_detail_rate(row.doctype, row.name, cur_frm.doc.currency, row.timesheet_detail)
});
calculate_total_billing_amount(cur_frm)
}
+
+ currency() {
+ var me = this;
+ super.currency();
+ if (this.frm.doc.timesheets) {
+ this.frm.doc.timesheets.forEach((d) => {
+ let row = frappe.get_doc(d.doctype, d.name)
+ set_timesheet_detail_rate(row.doctype, row.name, me.frm.doc.currency, row.timesheet_detail)
+ });
+ calculate_total_billing_amount(this.frm);
+ }
+ }
};
// for backward compatibility: combine new and previous states
@@ -974,9 +986,9 @@
doc.total_billing_amount = 0.0
if (doc.timesheets) {
- $.each(doc.timesheets, function(index, data){
- doc.total_billing_amount += flt(data.billing_amount)
- })
+ doc.timesheets.forEach((d) => {
+ doc.total_billing_amount += flt(d.billing_amount)
+ });
}
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 5023c9c..d8aa32e 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
@@ -247,7 +247,7 @@
"depends_on": "customer",
"fetch_from": "customer.customer_name",
"fieldname": "customer_name",
- "fieldtype": "Data",
+ "fieldtype": "Small Text",
"hide_days": 1,
"hide_seconds": 1,
"in_global_search": 1,
@@ -692,10 +692,11 @@
{
"fieldname": "scan_barcode",
"fieldtype": "Data",
- "options": "Barcode",
"hide_days": 1,
"hide_seconds": 1,
- "label": "Scan Barcode"
+ "label": "Scan Barcode",
+ "length": 1,
+ "options": "Barcode"
},
{
"allow_bulk_edit": 1,
@@ -1059,6 +1060,7 @@
"hide_days": 1,
"hide_seconds": 1,
"label": "Apply Additional Discount On",
+ "length": 15,
"options": "\nGrand Total\nNet Total",
"print_hide": 1
},
@@ -1145,7 +1147,7 @@
{
"description": "In Words will be visible once you save the Sales Invoice.",
"fieldname": "base_in_words",
- "fieldtype": "Data",
+ "fieldtype": "Small Text",
"hide_days": 1,
"hide_seconds": 1,
"label": "In Words (Company Currency)",
@@ -1205,7 +1207,7 @@
},
{
"fieldname": "in_words",
- "fieldtype": "Data",
+ "fieldtype": "Small Text",
"hide_days": 1,
"hide_seconds": 1,
"label": "In Words",
@@ -1558,6 +1560,7 @@
"hide_days": 1,
"hide_seconds": 1,
"label": "Print Language",
+ "length": 6,
"print_hide": 1,
"read_only": 1
},
@@ -1645,6 +1648,7 @@
"hide_seconds": 1,
"in_standard_filter": 1,
"label": "Status",
+ "length": 30,
"no_copy": 1,
"options": "\nDraft\nReturn\nCredit Note Issued\nSubmitted\nPaid\nUnpaid\nUnpaid and Discounted\nOverdue and Discounted\nOverdue\nCancelled\nInternal Transfer",
"print_hide": 1,
@@ -1704,6 +1708,7 @@
"hide_days": 1,
"hide_seconds": 1,
"label": "Is Opening Entry",
+ "length": 4,
"oldfieldname": "is_opening",
"oldfieldtype": "Select",
"options": "No\nYes",
@@ -1715,6 +1720,7 @@
"hide_days": 1,
"hide_seconds": 1,
"label": "C-Form Applicable",
+ "length": 4,
"no_copy": 1,
"options": "No\nYes",
"print_hide": 1
@@ -2015,7 +2021,7 @@
"link_fieldname": "consolidated_invoice"
}
],
- "modified": "2021-08-18 16:07:45.122570",
+ "modified": "2021-08-25 14:46:05.279588",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",
diff --git a/erpnext/accounts/general_ledger.py b/erpnext/accounts/general_ledger.py
index 4c7c567..3126138 100644
--- a/erpnext/accounts/general_ledger.py
+++ b/erpnext/accounts/general_ledger.py
@@ -101,7 +101,7 @@
def check_if_in_list(gle, gl_map, dimensions=None):
account_head_fieldnames = ['voucher_detail_no', 'party', 'against_voucher',
- 'cost_center', 'against_voucher_type', 'party_type', 'project']
+ 'cost_center', 'against_voucher_type', 'party_type', 'project', 'finance_book']
if dimensions:
account_head_fieldnames = account_head_fieldnames + dimensions
diff --git a/erpnext/accounts/report/general_ledger/general_ledger.py b/erpnext/accounts/report/general_ledger/general_ledger.py
index 5d8d49d..3723c8e 100644
--- a/erpnext/accounts/report/general_ledger/general_ledger.py
+++ b/erpnext/accounts/report/general_ledger/general_ledger.py
@@ -78,13 +78,10 @@
def validate_party(filters):
party_type, party = filters.get("party_type"), filters.get("party")
- if party:
- if not party_type:
- frappe.throw(_("To filter based on Party, select Party Type first"))
- else:
- for d in party:
- if not frappe.db.exists(party_type, d):
- frappe.throw(_("Invalid {0}: {1}").format(party_type, d))
+ if party and party_type:
+ 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 filters.get("account") or (filters.get('party') and len(filters.party) == 1):
diff --git a/erpnext/accounts/report/gross_profit/gross_profit.json b/erpnext/accounts/report/gross_profit/gross_profit.json
index cd6bac2..5fff3fd 100644
--- a/erpnext/accounts/report/gross_profit/gross_profit.json
+++ b/erpnext/accounts/report/gross_profit/gross_profit.json
@@ -1,16 +1,20 @@
{
- "add_total_row": 1,
+ "add_total_row": 0,
+ "columns": [],
"creation": "2013-02-25 17:03:34",
+ "disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
+ "filters": [],
"idx": 3,
"is_standard": "Yes",
- "modified": "2020-08-13 11:26:39.112352",
+ "modified": "2021-08-19 18:57:07.468202",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Gross Profit",
"owner": "Administrator",
+ "prepared_report": 0,
"ref_doctype": "Sales Invoice",
"report_name": "Gross Profit",
"report_type": "Script Report",
diff --git a/erpnext/accounts/report/gross_profit/gross_profit.py b/erpnext/accounts/report/gross_profit/gross_profit.py
index 6d8623c..c949d9b 100644
--- a/erpnext/accounts/report/gross_profit/gross_profit.py
+++ b/erpnext/accounts/report/gross_profit/gross_profit.py
@@ -41,12 +41,14 @@
columns = get_columns(group_wise_columns, filters)
- for src in gross_profit_data.grouped_data:
+ for idx, src in enumerate(gross_profit_data.grouped_data):
row = []
for col in group_wise_columns.get(scrub(filters.group_by)):
row.append(src.get(col))
row.append(filters.currency)
+ if idx == len(gross_profit_data.grouped_data)-1:
+ row[0] = frappe.bold("Total")
data.append(row)
return columns, data
@@ -154,6 +156,15 @@
def get_average_rate_based_on_group_by(self):
# sum buying / selling totals for group
+ self.totals = frappe._dict(
+ qty=0,
+ base_amount=0,
+ buying_amount=0,
+ gross_profit=0,
+ gross_profit_percent=0,
+ base_rate=0,
+ buying_rate=0
+ )
for key in list(self.grouped):
if self.filters.get("group_by") != "Invoice":
for i, row in enumerate(self.grouped[key]):
@@ -165,6 +176,7 @@
new_row.base_amount += flt(row.base_amount, self.currency_precision)
new_row = self.set_average_rate(new_row)
self.grouped_data.append(new_row)
+ self.add_to_totals(new_row)
else:
for i, row in enumerate(self.grouped[key]):
if row.parent in self.returned_invoices \
@@ -177,15 +189,25 @@
if row.qty or row.base_amount:
row = self.set_average_rate(row)
self.grouped_data.append(row)
+ self.add_to_totals(row)
+ self.set_average_gross_profit(self.totals)
+ self.grouped_data.append(self.totals)
def set_average_rate(self, new_row):
+ self.set_average_gross_profit(new_row)
+ new_row.buying_rate = flt(new_row.buying_amount / new_row.qty, self.float_precision) if new_row.qty else 0
+ new_row.base_rate = flt(new_row.base_amount / new_row.qty, self.float_precision) if new_row.qty else 0
+ return new_row
+
+ def set_average_gross_profit(self, new_row):
new_row.gross_profit = flt(new_row.base_amount - new_row.buying_amount, self.currency_precision)
new_row.gross_profit_percent = flt(((new_row.gross_profit / new_row.base_amount) * 100.0), self.currency_precision) \
if new_row.base_amount else 0
- new_row.buying_rate = flt(new_row.buying_amount / new_row.qty, self.float_precision) if new_row.qty else 0
- new_row.base_rate = flt(new_row.base_amount / new_row.qty, self.float_precision) if new_row.qty else 0
- return new_row
+ def add_to_totals(self, new_row):
+ for key in self.totals:
+ if new_row.get(key):
+ self.totals[key] += new_row[key]
def get_returned_invoice_items(self):
returned_invoices = frappe.db.sql("""
diff --git a/erpnext/controllers/accounts_controller.py b/erpnext/controllers/accounts_controller.py
index 01d354d..9f82af9 100644
--- a/erpnext/controllers/accounts_controller.py
+++ b/erpnext/controllers/accounts_controller.py
@@ -159,7 +159,8 @@
self.set_due_date()
self.set_payment_schedule()
self.validate_payment_schedule_amount()
- self.validate_due_date()
+ if not self.get('ignore_default_payment_terms_template'):
+ self.validate_due_date()
self.validate_advance_entries()
def validate_non_invoice_documents_schedule(self):
diff --git a/erpnext/controllers/sales_and_purchase_return.py b/erpnext/controllers/sales_and_purchase_return.py
index 80ccc6d..5ee1f2f 100644
--- a/erpnext/controllers/sales_and_purchase_return.py
+++ b/erpnext/controllers/sales_and_purchase_return.py
@@ -329,7 +329,6 @@
target_doc.po_detail = source_doc.po_detail
target_doc.pr_detail = source_doc.pr_detail
target_doc.purchase_invoice_item = source_doc.name
- target_doc.price_list_rate = 0
elif doctype == "Delivery Note":
returned_qty_map = get_returned_qty_map_for_row(source_doc.name, doctype)
@@ -360,7 +359,6 @@
else:
target_doc.pos_invoice_item = source_doc.name
- target_doc.price_list_rate = 0
if default_warehouse_for_sales_return:
target_doc.warehouse = default_warehouse_for_sales_return
diff --git a/erpnext/controllers/selling_controller.py b/erpnext/controllers/selling_controller.py
index da2765d..fc2cc97 100644
--- a/erpnext/controllers/selling_controller.py
+++ b/erpnext/controllers/selling_controller.py
@@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe
from frappe.utils import cint, flt, cstr, get_link_to_form, nowtime
-from frappe import _, throw
+from frappe import _, bold, throw
from erpnext.stock.get_item_details import get_bin_details
from erpnext.stock.utils import get_incoming_rate
from erpnext.stock.get_item_details import get_conversion_factor
@@ -16,7 +16,6 @@
from erpnext.controllers.sales_and_purchase_return import get_rate_for_return
class SellingController(StockController):
-
def get_feed(self):
return _("To {0} | {1} {2}").format(self.customer_name, self.currency,
self.grand_total)
@@ -169,39 +168,96 @@
def validate_selling_price(self):
def throw_message(idx, item_name, rate, ref_rate_field):
- bold_net_rate = frappe.bold("net rate")
- msg = (_("""Row #{}: Selling rate for item {} is lower than its {}. Selling {} should be atleast {}""")
- .format(idx, frappe.bold(item_name), frappe.bold(ref_rate_field), bold_net_rate, frappe.bold(rate)))
- msg += "<br><br>"
- msg += (_("""You can alternatively disable selling price validation in {} to bypass this validation.""")
- .format(get_link_to_form("Selling Settings", "Selling Settings")))
- frappe.throw(msg, title=_("Invalid Selling Price"))
+ throw(_("""Row #{0}: Selling rate for item {1} is lower than its {2}.
+ Selling {3} should be atleast {4}.<br><br>Alternatively,
+ you can disable selling price validation in {5} to bypass
+ this validation.""").format(
+ idx,
+ bold(item_name),
+ bold(ref_rate_field),
+ bold("net rate"),
+ bold(rate),
+ get_link_to_form("Selling Settings", "Selling Settings"),
+ ), title=_("Invalid Selling Price"))
- if not frappe.db.get_single_value("Selling Settings", "validate_selling_price"):
- return
- if hasattr(self, "is_return") and self.is_return:
+ if (
+ self.get("is_return")
+ or not frappe.db.get_single_value("Selling Settings", "validate_selling_price")
+ ):
return
- for it in self.get("items"):
- if not it.item_code:
+ is_internal_customer = self.get('is_internal_customer')
+ valuation_rate_map = {}
+
+ for item in self.items:
+ if not item.item_code:
continue
- last_purchase_rate, is_stock_item = frappe.get_cached_value("Item", it.item_code, ["last_purchase_rate", "is_stock_item"])
- last_purchase_rate_in_sales_uom = last_purchase_rate * (it.conversion_factor or 1)
- if flt(it.base_net_rate) < flt(last_purchase_rate_in_sales_uom):
- throw_message(it.idx, frappe.bold(it.item_name), last_purchase_rate_in_sales_uom, "last purchase rate")
+ last_purchase_rate, is_stock_item = frappe.get_cached_value(
+ "Item", item.item_code, ("last_purchase_rate", "is_stock_item")
+ )
- last_valuation_rate = frappe.db.sql("""
- SELECT valuation_rate FROM `tabStock Ledger Entry` WHERE item_code = %s
- AND warehouse = %s AND valuation_rate > 0
- ORDER BY posting_date DESC, posting_time DESC, creation DESC LIMIT 1
- """, (it.item_code, it.warehouse))
- if last_valuation_rate:
- last_valuation_rate_in_sales_uom = last_valuation_rate[0][0] * (it.conversion_factor or 1)
- if is_stock_item and flt(it.base_net_rate) < flt(last_valuation_rate_in_sales_uom) \
- and not self.get('is_internal_customer'):
- throw_message(it.idx, frappe.bold(it.item_name), last_valuation_rate_in_sales_uom, "valuation rate")
+ last_purchase_rate_in_sales_uom = (
+ last_purchase_rate * (item.conversion_factor or 1)
+ )
+ if flt(item.base_net_rate) < flt(last_purchase_rate_in_sales_uom):
+ throw_message(
+ item.idx,
+ item.item_name,
+ last_purchase_rate_in_sales_uom,
+ "last purchase rate"
+ )
+
+ if is_internal_customer or not is_stock_item:
+ continue
+
+ valuation_rate_map[(item.item_code, item.warehouse)] = None
+
+ if not valuation_rate_map:
+ return
+
+ or_conditions = (
+ f"""(item_code = {frappe.db.escape(valuation_rate[0])}
+ and warehouse = {frappe.db.escape(valuation_rate[1])})"""
+ for valuation_rate in valuation_rate_map
+ )
+
+ valuation_rates = frappe.db.sql(f"""
+ select
+ item_code, warehouse, valuation_rate
+ from
+ `tabBin`
+ where
+ ({" or ".join(or_conditions)})
+ and valuation_rate > 0
+ """, as_dict=True)
+
+ for rate in valuation_rates:
+ valuation_rate_map[(rate.item_code, rate.warehouse)] = rate.valuation_rate
+
+ for item in self.items:
+ if not item.item_code:
+ continue
+
+ last_valuation_rate = valuation_rate_map.get(
+ (item.item_code, item.warehouse)
+ )
+
+ if not last_valuation_rate:
+ continue
+
+ last_valuation_rate_in_sales_uom = (
+ last_valuation_rate * (item.conversion_factor or 1)
+ )
+
+ if flt(item.base_net_rate) < flt(last_valuation_rate_in_sales_uom):
+ throw_message(
+ item.idx,
+ item.item_name,
+ last_valuation_rate_in_sales_uom,
+ "valuation rate"
+ )
def get_item_list(self):
il = []
diff --git a/erpnext/controllers/status_updater.py b/erpnext/controllers/status_updater.py
index b1f89b0..7b24e50 100644
--- a/erpnext/controllers/status_updater.py
+++ b/erpnext/controllers/status_updater.py
@@ -86,7 +86,8 @@
],
"Bank Transaction": [
["Unreconciled", "eval:self.docstatus == 1 and self.unallocated_amount>0"],
- ["Reconciled", "eval:self.docstatus == 1 and self.unallocated_amount<=0"]
+ ["Reconciled", "eval:self.docstatus == 1 and self.unallocated_amount<=0"],
+ ["Cancelled", "eval:self.docstatus == 2"]
],
"POS Opening Entry": [
["Draft", None],
diff --git a/erpnext/crm/doctype/lead/lead.py b/erpnext/crm/doctype/lead/lead.py
index c0ce6ba..cad17a3 100644
--- a/erpnext/crm/doctype/lead/lead.py
+++ b/erpnext/crm/doctype/lead/lead.py
@@ -36,7 +36,8 @@
})
def set_full_name(self):
- self.lead_name = " ".join(filter(None, [self.first_name, self.middle_name, self.last_name]))
+ if self.first_name:
+ self.lead_name = " ".join(filter(None, [self.first_name, self.middle_name, self.last_name]))
def validate_email_id(self):
if self.email_id:
diff --git a/erpnext/crm/doctype/linkedin_settings/linkedin_settings.js b/erpnext/crm/doctype/linkedin_settings/linkedin_settings.js
index 263005e..7aa0b77 100644
--- a/erpnext/crm/doctype/linkedin_settings/linkedin_settings.js
+++ b/erpnext/crm/doctype/linkedin_settings/linkedin_settings.js
@@ -2,8 +2,8 @@
// For license information, please see license.txt
frappe.ui.form.on('LinkedIn Settings', {
- onload: function(frm){
- if (frm.doc.session_status == 'Expired' && frm.doc.consumer_key && frm.doc.consumer_secret){
+ onload: function(frm) {
+ if (frm.doc.session_status == 'Expired' && frm.doc.consumer_key && frm.doc.consumer_secret) {
frappe.confirm(
__('Session not valid, Do you want to login?'),
function(){
@@ -14,8 +14,9 @@
}
);
}
+ frm.dashboard.set_headline(__("For more information, {0}.", [`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/linkedin-settings'>${__('Click here')}</a>`]));
},
- refresh: function(frm){
+ refresh: function(frm) {
if (frm.doc.session_status=="Expired"){
let msg = __("Session Not Active. Save doc to login.");
frm.dashboard.set_headline_alert(
@@ -53,7 +54,7 @@
);
}
},
- login: function(frm){
+ login: function(frm) {
if (frm.doc.consumer_key && frm.doc.consumer_secret){
frappe.dom.freeze();
frappe.call({
@@ -67,7 +68,7 @@
});
}
},
- after_save: function(frm){
+ after_save: function(frm) {
frm.trigger("login");
}
});
diff --git a/erpnext/crm/doctype/linkedin_settings/linkedin_settings.json b/erpnext/crm/doctype/linkedin_settings/linkedin_settings.json
index 9eacb00..f882e36 100644
--- a/erpnext/crm/doctype/linkedin_settings/linkedin_settings.json
+++ b/erpnext/crm/doctype/linkedin_settings/linkedin_settings.json
@@ -2,6 +2,7 @@
"actions": [],
"creation": "2020-01-30 13:36:39.492931",
"doctype": "DocType",
+ "documentation": "https://docs.erpnext.com/docs/user/manual/en/CRM/linkedin-settings",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
@@ -87,7 +88,7 @@
],
"issingle": 1,
"links": [],
- "modified": "2020-04-16 23:22:51.966397",
+ "modified": "2021-02-18 15:19:21.920725",
"modified_by": "Administrator",
"module": "CRM",
"name": "LinkedIn Settings",
diff --git a/erpnext/crm/doctype/linkedin_settings/linkedin_settings.py b/erpnext/crm/doctype/linkedin_settings/linkedin_settings.py
index d8c6fb4..9b88d78 100644
--- a/erpnext/crm/doctype/linkedin_settings/linkedin_settings.py
+++ b/erpnext/crm/doctype/linkedin_settings/linkedin_settings.py
@@ -3,11 +3,12 @@
# For license information, please see license.txt
from __future__ import unicode_literals
-import frappe, requests, json
+import frappe
+import requests
from frappe import _
-from frappe.utils import get_site_url, get_url_to_form, get_link_to_form
+from frappe.utils import get_url_to_form
from frappe.model.document import Document
-from frappe.utils.file_manager import get_file, get_file_path
+from frappe.utils.file_manager import get_file_path
from six.moves.urllib.parse import urlencode
class LinkedInSettings(Document):
@@ -42,11 +43,7 @@
self.db_set("access_token", response["access_token"])
def get_member_profile(self):
- headers = {
- "Authorization": "Bearer {}".format(self.access_token)
- }
- url = "https://api.linkedin.com/v2/me"
- response = requests.get(url=url, headers=headers)
+ response = requests.get(url="https://api.linkedin.com/v2/me", headers=self.get_headers())
response = frappe.parse_json(response.content.decode())
frappe.db.set_value(self.doctype, self.name, {
@@ -55,16 +52,16 @@
"session_status": "Active"
})
frappe.local.response["type"] = "redirect"
- frappe.local.response["location"] = get_url_to_form("LinkedIn Settings","LinkedIn Settings")
+ frappe.local.response["location"] = get_url_to_form("LinkedIn Settings", "LinkedIn Settings")
- def post(self, text, media=None):
+ def post(self, text, title, media=None):
if not media:
- return self.post_text(text)
+ return self.post_text(text, title)
else:
media_id = self.upload_image(media)
if media_id:
- return self.post_text(text, media_id=media_id)
+ return self.post_text(text, title, media_id=media_id)
else:
frappe.log_error("Failed to upload media.","LinkedIn Upload Error")
@@ -82,9 +79,7 @@
}]
}
}
- headers = {
- "Authorization": "Bearer {}".format(self.access_token)
- }
+ headers = self.get_headers()
response = self.http_post(url=register_url, body=body, headers=headers)
if response.status_code == 200:
@@ -100,24 +95,33 @@
return None
- def post_text(self, text, media_id=None):
+ def post_text(self, text, title, media_id=None):
url = "https://api.linkedin.com/v2/shares"
- headers = {
- "X-Restli-Protocol-Version": "2.0.0",
- "Authorization": "Bearer {}".format(self.access_token),
- "Content-Type": "application/json; charset=UTF-8"
- }
+ headers = self.get_headers()
+ headers["X-Restli-Protocol-Version"] = "2.0.0"
+ headers["Content-Type"] = "application/json; charset=UTF-8"
+
body = {
"distribution": {
"linkedInDistributionTarget": {}
},
"owner":"urn:li:organization:{0}".format(self.company_id),
- "subject": "Test Share Subject",
+ "subject": title,
"text": {
"text": text
}
}
+ reference_url = self.get_reference_url(text)
+ if reference_url:
+ body["content"] = {
+ "contentEntities": [
+ {
+ "entityLocation": reference_url
+ }
+ ]
+ }
+
if media_id:
body["content"]= {
"contentEntities": [{
@@ -141,20 +145,60 @@
raise
except Exception as e:
- content = json.loads(response.content)
-
- if response.status_code == 401:
- self.db_set("session_status", "Expired")
- frappe.db.commit()
- frappe.throw(content["message"], title="LinkedIn Error - Unauthorized")
- elif response.status_code == 403:
- frappe.msgprint(_("You Didn't have permission to access this API"))
- frappe.throw(content["message"], title="LinkedIn Error - Access Denied")
- else:
- frappe.throw(response.reason, title=response.status_code)
-
+ self.api_error(response)
+
return response
+ def get_headers(self):
+ return {
+ "Authorization": "Bearer {}".format(self.access_token)
+ }
+
+ def get_reference_url(self, text):
+ import re
+ regex_url = r"http[s]?://(?:[a-zA-Z]|[0-9]|[$-_@.&+]|[!*\(\),]|(?:%[0-9a-fA-F][0-9a-fA-F]))+"
+ urls = re.findall(regex_url, text)
+ if urls:
+ return urls[0]
+
+ def delete_post(self, post_id):
+ try:
+ response = requests.delete(url="https://api.linkedin.com/v2/shares/urn:li:share:{0}".format(post_id), headers=self.get_headers())
+ if response.status_code !=200:
+ raise
+ except Exception:
+ self.api_error(response)
+
+ def get_post(self, post_id):
+ url = "https://api.linkedin.com/v2/organizationalEntityShareStatistics?q=organizationalEntity&organizationalEntity=urn:li:organization:{0}&shares[0]=urn:li:share:{1}".format(self.company_id, post_id)
+
+ try:
+ response = requests.get(url=url, headers=self.get_headers())
+ if response.status_code !=200:
+ raise
+
+ except Exception:
+ self.api_error(response)
+
+ response = frappe.parse_json(response.content.decode())
+ if len(response.elements):
+ return response.elements[0]
+
+ return None
+
+ def api_error(self, response):
+ content = frappe.parse_json(response.content.decode())
+
+ if response.status_code == 401:
+ self.db_set("session_status", "Expired")
+ frappe.db.commit()
+ frappe.throw(content["message"], title=_("LinkedIn Error - Unauthorized"))
+ elif response.status_code == 403:
+ frappe.msgprint(_("You didn't have permission to access this API"))
+ frappe.throw(content["message"], title=_("LinkedIn Error - Access Denied"))
+ else:
+ frappe.throw(response.reason, title=response.status_code)
+
@frappe.whitelist(allow_guest=True)
def callback(code=None, error=None, error_description=None):
if not error:
diff --git a/erpnext/crm/doctype/social_media_post/social_media_post.js b/erpnext/crm/doctype/social_media_post/social_media_post.js
index 6fb0f97..a8f5dee 100644
--- a/erpnext/crm/doctype/social_media_post/social_media_post.js
+++ b/erpnext/crm/doctype/social_media_post/social_media_post.js
@@ -1,67 +1,139 @@
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Social Media Post', {
- validate: function(frm){
- if (frm.doc.twitter === 0 && frm.doc.linkedin === 0){
- frappe.throw(__("Select atleast one Social Media from Share on."))
- }
- if (frm.doc.scheduled_time) {
- let scheduled_time = new Date(frm.doc.scheduled_time);
- let date_time = new Date();
- if (scheduled_time.getTime() < date_time.getTime()){
- frappe.throw(__("Invalid Scheduled Time"));
- }
- }
- if (frm.doc.text?.length > 280){
- frappe.throw(__("Length Must be less than 280."))
- }
- },
- refresh: function(frm){
- if (frm.doc.docstatus === 1){
- if (frm.doc.post_status != "Posted"){
- add_post_btn(frm);
- }
- else if (frm.doc.post_status == "Posted"){
- frm.set_df_property('sheduled_time', 'read_only', 1);
- }
+ validate: function(frm) {
+ if (frm.doc.twitter === 0 && frm.doc.linkedin === 0) {
+ frappe.throw(__("Select atleast one Social Media Platform to Share on."));
+ }
+ if (frm.doc.scheduled_time) {
+ let scheduled_time = new Date(frm.doc.scheduled_time);
+ let date_time = new Date();
+ if (scheduled_time.getTime() < date_time.getTime()) {
+ frappe.throw(__("Scheduled Time must be a future time."));
+ }
+ }
+ frm.trigger('validate_tweet_length');
+ },
- let html='';
- if (frm.doc.twitter){
- let color = frm.doc.twitter_post_id ? "green" : "red";
- let status = frm.doc.twitter_post_id ? "Posted" : "Not Posted";
- html += `<div class="col-xs-6">
- <span class="indicator whitespace-nowrap ${color}"><span>Twitter : ${status} </span></span>
- </div>` ;
- }
- if (frm.doc.linkedin){
- let color = frm.doc.linkedin_post_id ? "green" : "red";
- let status = frm.doc.linkedin_post_id ? "Posted" : "Not Posted";
- html += `<div class="col-xs-6">
- <span class="indicator whitespace-nowrap ${color}"><span>LinkedIn : ${status} </span></span>
- </div>` ;
- }
- html = `<div class="row">${html}</div>`;
- frm.dashboard.set_headline_alert(html);
- }
- }
+ text: function(frm) {
+ if (frm.doc.text) {
+ frm.set_df_property('text', 'description', `${frm.doc.text.length}/280`);
+ frm.refresh_field('text');
+ frm.trigger('validate_tweet_length');
+ }
+ },
+
+ validate_tweet_length: function(frm) {
+ if (frm.doc.text && frm.doc.text.length > 280) {
+ frappe.throw(__("Tweet length Must be less than 280."));
+ }
+ },
+
+ onload: function(frm) {
+ frm.trigger('make_dashboard');
+ },
+
+ make_dashboard: function(frm) {
+ if (frm.doc.post_status == "Posted") {
+ frappe.call({
+ doc: frm.doc,
+ method: 'get_post',
+ freeze: true,
+ callback: (r) => {
+ if (!r.message) {
+ return;
+ }
+
+ let datasets = [], colors = [];
+ if (r.message && r.message.twitter) {
+ colors.push('#1DA1F2');
+ datasets.push({
+ name: 'Twitter',
+ values: [r.message.twitter.favorite_count, r.message.twitter.retweet_count]
+ });
+ }
+ if (r.message && r.message.linkedin) {
+ colors.push('#0077b5');
+ datasets.push({
+ name: 'LinkedIn',
+ values: [r.message.linkedin.totalShareStatistics.likeCount, r.message.linkedin.totalShareStatistics.shareCount]
+ });
+ }
+
+ if (datasets.length) {
+ frm.dashboard.render_graph({
+ data: {
+ labels: ['Likes', 'Retweets/Shares'],
+ datasets: datasets
+ },
+
+ title: __("Post Metrics"),
+ type: 'bar',
+ height: 300,
+ colors: colors
+ });
+ }
+ }
+ });
+ }
+ },
+
+ refresh: function(frm) {
+ frm.trigger('text');
+
+ if (frm.doc.docstatus === 1) {
+ if (!['Posted', 'Deleted'].includes(frm.doc.post_status)) {
+ frm.trigger('add_post_btn');
+ }
+ if (frm.doc.post_status !='Deleted') {
+ frm.add_custom_button(('Delete Post'), function() {
+ frappe.confirm(__('Are you sure want to delete the Post from Social Media platforms?'),
+ function() {
+ frappe.call({
+ doc: frm.doc,
+ method: 'delete_post',
+ freeze: true,
+ callback: () => {
+ frm.reload_doc();
+ }
+ });
+ }
+ );
+ });
+ }
+
+ if (frm.doc.post_status !='Deleted') {
+ let html='';
+ if (frm.doc.twitter) {
+ let color = frm.doc.twitter_post_id ? "green" : "red";
+ let status = frm.doc.twitter_post_id ? "Posted" : "Not Posted";
+ html += `<div class="col-xs-6">
+ <span class="indicator whitespace-nowrap ${color}"><span>Twitter : ${status} </span></span>
+ </div>` ;
+ }
+ if (frm.doc.linkedin) {
+ let color = frm.doc.linkedin_post_id ? "green" : "red";
+ let status = frm.doc.linkedin_post_id ? "Posted" : "Not Posted";
+ html += `<div class="col-xs-6">
+ <span class="indicator whitespace-nowrap ${color}"><span>LinkedIn : ${status} </span></span>
+ </div>` ;
+ }
+ html = `<div class="row">${html}</div>`;
+ frm.dashboard.set_headline_alert(html);
+ }
+ }
+ },
+
+ add_post_btn: function(frm) {
+ frm.add_custom_button(__('Post Now'), function() {
+ frappe.call({
+ doc: frm.doc,
+ method: 'post',
+ freeze: true,
+ callback: function() {
+ frm.reload_doc();
+ }
+ });
+ });
+ }
});
-var add_post_btn = function(frm){
- frm.add_custom_button(('Post Now'), function(){
- post(frm);
- });
-}
-var post = function(frm){
- frappe.dom.freeze();
- frappe.call({
- method: "erpnext.crm.doctype.social_media_post.social_media_post.publish",
- args: {
- doctype: frm.doc.doctype,
- name: frm.doc.name
- },
- callback: function(r) {
- frm.reload_doc();
- frappe.dom.unfreeze();
- }
- })
-
-}
diff --git a/erpnext/crm/doctype/social_media_post/social_media_post.json b/erpnext/crm/doctype/social_media_post/social_media_post.json
index 0a00dca..98e78f9 100644
--- a/erpnext/crm/doctype/social_media_post/social_media_post.json
+++ b/erpnext/crm/doctype/social_media_post/social_media_post.json
@@ -3,9 +3,11 @@
"autoname": "format: CRM-SMP-{YYYY}-{MM}-{DD}-{###}",
"creation": "2020-01-30 11:53:13.872864",
"doctype": "DocType",
+ "documentation": "https://docs.erpnext.com/docs/user/manual/en/CRM/social-media-post",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
+ "title",
"campaign_name",
"scheduled_time",
"post_status",
@@ -30,32 +32,24 @@
"fieldname": "text",
"fieldtype": "Small Text",
"label": "Tweet",
- "mandatory_depends_on": "eval:doc.twitter ==1",
- "show_days": 1,
- "show_seconds": 1
+ "mandatory_depends_on": "eval:doc.twitter ==1"
},
{
"fieldname": "image",
"fieldtype": "Attach Image",
- "label": "Image",
- "show_days": 1,
- "show_seconds": 1
+ "label": "Image"
},
{
- "default": "0",
+ "default": "1",
"fieldname": "twitter",
"fieldtype": "Check",
- "label": "Twitter",
- "show_days": 1,
- "show_seconds": 1
+ "label": "Twitter"
},
{
- "default": "0",
+ "default": "1",
"fieldname": "linkedin",
"fieldtype": "Check",
- "label": "LinkedIn",
- "show_days": 1,
- "show_seconds": 1
+ "label": "LinkedIn"
},
{
"fieldname": "amended_from",
@@ -64,27 +58,22 @@
"no_copy": 1,
"options": "Social Media Post",
"print_hide": 1,
- "read_only": 1,
- "show_days": 1,
- "show_seconds": 1
+ "read_only": 1
},
{
"depends_on": "eval:doc.twitter ==1",
"fieldname": "content",
"fieldtype": "Section Break",
- "label": "Twitter",
- "show_days": 1,
- "show_seconds": 1
+ "label": "Twitter"
},
{
"allow_on_submit": 1,
"fieldname": "post_status",
"fieldtype": "Select",
"label": "Post Status",
- "options": "\nScheduled\nPosted\nError",
- "read_only": 1,
- "show_days": 1,
- "show_seconds": 1
+ "no_copy": 1,
+ "options": "\nScheduled\nPosted\nCancelled\nDeleted\nError",
+ "read_only": 1
},
{
"allow_on_submit": 1,
@@ -92,9 +81,8 @@
"fieldtype": "Data",
"hidden": 1,
"label": "Twitter Post Id",
- "read_only": 1,
- "show_days": 1,
- "show_seconds": 1
+ "no_copy": 1,
+ "read_only": 1
},
{
"allow_on_submit": 1,
@@ -102,82 +90,69 @@
"fieldtype": "Data",
"hidden": 1,
"label": "LinkedIn Post Id",
- "read_only": 1,
- "show_days": 1,
- "show_seconds": 1
+ "no_copy": 1,
+ "read_only": 1
},
{
"fieldname": "campaign_name",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Campaign",
- "options": "Campaign",
- "show_days": 1,
- "show_seconds": 1
+ "options": "Campaign"
},
{
"fieldname": "column_break_6",
"fieldtype": "Column Break",
- "label": "Share On",
- "show_days": 1,
- "show_seconds": 1
+ "label": "Share On"
},
{
"fieldname": "column_break_14",
- "fieldtype": "Column Break",
- "show_days": 1,
- "show_seconds": 1
+ "fieldtype": "Column Break"
},
{
"fieldname": "tweet_preview",
- "fieldtype": "HTML",
- "show_days": 1,
- "show_seconds": 1
+ "fieldtype": "HTML"
},
{
"collapsible": 1,
"depends_on": "eval:doc.linkedin==1",
"fieldname": "linkedin_section",
"fieldtype": "Section Break",
- "label": "LinkedIn",
- "show_days": 1,
- "show_seconds": 1
+ "label": "LinkedIn"
},
{
"collapsible": 1,
"fieldname": "attachments_section",
"fieldtype": "Section Break",
- "label": "Attachments",
- "show_days": 1,
- "show_seconds": 1
+ "label": "Attachments"
},
{
"fieldname": "linkedin_post",
"fieldtype": "Text",
"label": "Post",
- "mandatory_depends_on": "eval:doc.linkedin ==1",
- "show_days": 1,
- "show_seconds": 1
+ "mandatory_depends_on": "eval:doc.linkedin ==1"
},
{
"fieldname": "column_break_15",
- "fieldtype": "Column Break",
- "show_days": 1,
- "show_seconds": 1
+ "fieldtype": "Column Break"
},
{
"allow_on_submit": 1,
"fieldname": "scheduled_time",
"fieldtype": "Datetime",
"label": "Scheduled Time",
- "read_only_depends_on": "eval:doc.post_status == \"Posted\"",
- "show_days": 1,
- "show_seconds": 1
+ "read_only_depends_on": "eval:doc.post_status == \"Posted\""
+ },
+ {
+ "fieldname": "title",
+ "fieldtype": "Data",
+ "label": "Title",
+ "reqd": 1
}
],
"is_submittable": 1,
"links": [],
- "modified": "2020-06-14 10:31:33.961381",
+ "modified": "2021-04-14 14:24:59.821223",
"modified_by": "Administrator",
"module": "CRM",
"name": "Social Media Post",
@@ -228,5 +203,6 @@
],
"sort_field": "modified",
"sort_order": "DESC",
+ "title_field": "title",
"track_changes": 1
}
\ No newline at end of file
diff --git a/erpnext/crm/doctype/social_media_post/social_media_post.py b/erpnext/crm/doctype/social_media_post/social_media_post.py
index ed1b583..95320bf 100644
--- a/erpnext/crm/doctype/social_media_post/social_media_post.py
+++ b/erpnext/crm/doctype/social_media_post/social_media_post.py
@@ -10,17 +10,51 @@
class SocialMediaPost(Document):
def validate(self):
+ if (not self.twitter and not self.linkedin):
+ frappe.throw(_("Select atleast one Social Media Platform to Share on."))
+
if self.scheduled_time:
current_time = frappe.utils.now_datetime()
scheduled_time = frappe.utils.get_datetime(self.scheduled_time)
if scheduled_time < current_time:
- frappe.throw(_("Invalid Scheduled Time"))
+ frappe.throw(_("Scheduled Time must be a future time."))
+
+ if self.text and len(self.text) > 280:
+ frappe.throw(_("Tweet length must be less than 280."))
def submit(self):
if self.scheduled_time:
self.post_status = "Scheduled"
super(SocialMediaPost, self).submit()
+
+ def on_cancel(self):
+ self.db_set('post_status', 'Cancelled')
+ @frappe.whitelist()
+ def delete_post(self):
+ if self.twitter and self.twitter_post_id:
+ twitter = frappe.get_doc("Twitter Settings")
+ twitter.delete_tweet(self.twitter_post_id)
+
+ if self.linkedin and self.linkedin_post_id:
+ linkedin = frappe.get_doc("LinkedIn Settings")
+ linkedin.delete_post(self.linkedin_post_id)
+
+ self.db_set('post_status', 'Deleted')
+
+ @frappe.whitelist()
+ def get_post(self):
+ response = {}
+ if self.linkedin and self.linkedin_post_id:
+ linkedin = frappe.get_doc("LinkedIn Settings")
+ response['linkedin'] = linkedin.get_post(self.linkedin_post_id)
+ if self.twitter and self.twitter_post_id:
+ twitter = frappe.get_doc("Twitter Settings")
+ response['twitter'] = twitter.get_tweet(self.twitter_post_id)
+
+ return response
+
+ @frappe.whitelist()
def post(self):
try:
if self.twitter and not self.twitter_post_id:
@@ -29,28 +63,22 @@
self.db_set("twitter_post_id", twitter_post.id)
if self.linkedin and not self.linkedin_post_id:
linkedin = frappe.get_doc("LinkedIn Settings")
- linkedin_post = linkedin.post(self.linkedin_post, self.image)
- self.db_set("linkedin_post_id", linkedin_post.headers['X-RestLi-Id'].split(":")[-1])
+ linkedin_post = linkedin.post(self.linkedin_post, self.title, self.image)
+ self.db_set("linkedin_post_id", linkedin_post.headers['X-RestLi-Id'])
self.db_set("post_status", "Posted")
except:
self.db_set("post_status", "Error")
title = _("Error while POSTING {0}").format(self.name)
- traceback = frappe.get_traceback()
- frappe.log_error(message=traceback , title=title)
+ frappe.log_error(message=frappe.get_traceback(), title=title)
def process_scheduled_social_media_posts():
- posts = frappe.get_list("Social Media Post", filters={"post_status": "Scheduled", "docstatus":1}, fields= ["name", "scheduled_time","post_status"])
+ posts = frappe.get_list("Social Media Post", filters={"post_status": "Scheduled", "docstatus":1}, fields= ["name", "scheduled_time"])
start = frappe.utils.now_datetime()
end = start + datetime.timedelta(minutes=10)
for post in posts:
if post.scheduled_time:
post_time = frappe.utils.get_datetime(post.scheduled_time)
if post_time > start and post_time <= end:
- publish('Social Media Post', post.name)
-
-@frappe.whitelist()
-def publish(doctype, name):
- sm_post = frappe.get_doc(doctype, name)
- sm_post.post()
- frappe.db.commit()
+ sm_post = frappe.get_doc('Social Media Post', post.name)
+ sm_post.post()
diff --git a/erpnext/crm/doctype/social_media_post/social_media_post_list.js b/erpnext/crm/doctype/social_media_post/social_media_post_list.js
index c60b91a..a8c8272 100644
--- a/erpnext/crm/doctype/social_media_post/social_media_post_list.js
+++ b/erpnext/crm/doctype/social_media_post/social_media_post_list.js
@@ -1,10 +1,11 @@
frappe.listview_settings['Social Media Post'] = {
- add_fields: ["status","post_status"],
- get_indicator: function(doc) {
- return [__(doc.post_status), {
- "Scheduled": "orange",
- "Posted": "green",
- "Error": "red"
- }[doc.post_status]];
- }
+ add_fields: ["status", "post_status"],
+ get_indicator: function(doc) {
+ return [__(doc.post_status), {
+ "Scheduled": "orange",
+ "Posted": "green",
+ "Error": "red",
+ "Deleted": "red"
+ }[doc.post_status]];
+ }
}
diff --git a/erpnext/crm/doctype/twitter_settings/twitter_settings.js b/erpnext/crm/doctype/twitter_settings/twitter_settings.js
index f6f431c..112f3d4 100644
--- a/erpnext/crm/doctype/twitter_settings/twitter_settings.js
+++ b/erpnext/crm/doctype/twitter_settings/twitter_settings.js
@@ -2,7 +2,7 @@
// For license information, please see license.txt
frappe.ui.form.on('Twitter Settings', {
- onload: function(frm){
+ onload: function(frm) {
if (frm.doc.session_status == 'Expired' && frm.doc.consumer_key && frm.doc.consumer_secret){
frappe.confirm(
__('Session not valid, Do you want to login?'),
@@ -14,10 +14,11 @@
}
);
}
+ frm.dashboard.set_headline(__("For more information, {0}.", [`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/twitter-settings'>${__('Click here')}</a>`]));
},
- refresh: function(frm){
+ refresh: function(frm) {
let msg, color, flag=false;
- if (frm.doc.session_status == "Active"){
+ if (frm.doc.session_status == "Active") {
msg = __("Session Active");
color = 'green';
flag = true;
@@ -28,7 +29,7 @@
flag = true;
}
- if (flag){
+ if (flag) {
frm.dashboard.set_headline_alert(
`<div class="row">
<div class="col-xs-12">
@@ -38,7 +39,7 @@
);
}
},
- login: function(frm){
+ login: function(frm) {
if (frm.doc.consumer_key && frm.doc.consumer_secret){
frappe.dom.freeze();
frappe.call({
@@ -52,7 +53,7 @@
});
}
},
- after_save: function(frm){
+ after_save: function(frm) {
frm.trigger("login");
}
});
diff --git a/erpnext/crm/doctype/twitter_settings/twitter_settings.json b/erpnext/crm/doctype/twitter_settings/twitter_settings.json
index 36776e5..8d05877 100644
--- a/erpnext/crm/doctype/twitter_settings/twitter_settings.json
+++ b/erpnext/crm/doctype/twitter_settings/twitter_settings.json
@@ -2,6 +2,7 @@
"actions": [],
"creation": "2020-01-30 10:29:08.562108",
"doctype": "DocType",
+ "documentation": "https://docs.erpnext.com/docs/user/manual/en/CRM/twitter-settings",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
@@ -77,7 +78,7 @@
"image_field": "profile_pic",
"issingle": 1,
"links": [],
- "modified": "2020-05-13 17:50:47.934776",
+ "modified": "2021-02-18 15:18:07.900031",
"modified_by": "Administrator",
"module": "CRM",
"name": "Twitter Settings",
diff --git a/erpnext/crm/doctype/twitter_settings/twitter_settings.py b/erpnext/crm/doctype/twitter_settings/twitter_settings.py
index 1e1beab..4775656 100644
--- a/erpnext/crm/doctype/twitter_settings/twitter_settings.py
+++ b/erpnext/crm/doctype/twitter_settings/twitter_settings.py
@@ -32,7 +32,9 @@
try:
auth.get_access_token(oauth_verifier)
- api = self.get_api(auth.access_token, auth.access_token_secret)
+ self.access_token = auth.access_token
+ self.access_token_secret = auth.access_token_secret
+ api = self.get_api()
user = api.me()
profile_pic = (user._json["profile_image_url"]).replace("_normal","")
@@ -50,11 +52,11 @@
frappe.msgprint(_("Error! Failed to get access token."))
frappe.throw(_('Invalid Consumer Key or Consumer Secret Key'))
- def get_api(self, access_token, access_token_secret):
- # authentication of consumer key and secret
- auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret"))
- # authentication of access token and secret
- auth.set_access_token(access_token, access_token_secret)
+ def get_api(self):
+ # authentication of consumer key and secret
+ auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret"))
+ # authentication of access token and secret
+ auth.set_access_token(self.access_token, self.access_token_secret)
return tweepy.API(auth)
@@ -68,13 +70,13 @@
def upload_image(self, media):
media = get_file_path(media)
- api = self.get_api(self.access_token, self.access_token_secret)
+ api = self.get_api()
media = api.media_upload(media)
return media.media_id
def send_tweet(self, text, media_id=None):
- api = self.get_api(self.access_token, self.access_token_secret)
+ api = self.get_api()
try:
if media_id:
response = api.update_status(status = text, media_ids = [media_id])
@@ -84,12 +86,32 @@
return response
except TweepError as e:
- content = json.loads(e.response.content)
- content = content["errors"][0]
- if e.response.status_code == 401:
- self.db_set("session_status", "Expired")
- frappe.db.commit()
- frappe.throw(content["message"],title="Twitter Error {0} {1}".format(e.response.status_code, e.response.reason))
+ self.api_error(e)
+
+ def delete_tweet(self, tweet_id):
+ api = self.get_api()
+ try:
+ api.destroy_status(tweet_id)
+ except TweepError as e:
+ self.api_error(e)
+
+ def get_tweet(self, tweet_id):
+ api = self.get_api()
+ try:
+ response = api.get_status(tweet_id, trim_user=True, include_entities=True)
+ except TweepError as e:
+ self.api_error(e)
+
+ return response._json
+
+ def api_error(self, e):
+ content = json.loads(e.response.content)
+ content = content["errors"][0]
+ if e.response.status_code == 401:
+ self.db_set("session_status", "Expired")
+ frappe.db.commit()
+ frappe.throw(content["message"],title=_("Twitter Error {0} : {1}").format(e.response.status_code, e.response.reason))
+
@frappe.whitelist(allow_guest=True)
def callback(oauth_token = None, oauth_verifier = None):
diff --git a/erpnext/healthcare/doctype/fee_validity/test_fee_validity.py b/erpnext/healthcare/doctype/fee_validity/test_fee_validity.py
index 6ae3e12..82e7136 100644
--- a/erpnext/healthcare/doctype/fee_validity/test_fee_validity.py
+++ b/erpnext/healthcare/doctype/fee_validity/test_fee_validity.py
@@ -29,10 +29,10 @@
healthcare_settings.save(ignore_permissions=True)
patient, medical_department, practitioner = create_healthcare_docs()
- # appointment should not be invoiced. Check Fee Validity created for new patient
+ # For first appointment, invoice is generated
appointment = create_appointment(patient, practitioner, nowdate())
invoiced = frappe.db.get_value("Patient Appointment", appointment.name, "invoiced")
- self.assertEqual(invoiced, 0)
+ self.assertEqual(invoiced, 1)
# appointment should not be invoiced as it is within fee validity
appointment = create_appointment(patient, practitioner, add_days(nowdate(), 4))
diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
index 2976ef1..c6e489e 100644
--- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
+++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
@@ -241,6 +241,13 @@
frm.toggle_reqd('mode_of_payment', 0);
frm.toggle_reqd('paid_amount', 0);
frm.toggle_reqd('billing_item', 0);
+ } else if (data.message) {
+ frm.toggle_display('mode_of_payment', 1);
+ frm.toggle_display('paid_amount', 1);
+ frm.toggle_display('billing_item', 1);
+ frm.toggle_reqd('mode_of_payment', 1);
+ frm.toggle_reqd('paid_amount', 1);
+ frm.toggle_reqd('billing_item', 1);
} else {
// if automated appointment invoicing is disabled, hide fields
frm.toggle_display('mode_of_payment', data.message ? 1 : 0);
diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.json b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.json
index 83c92af..6e996bd 100644
--- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.json
+++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.json
@@ -134,6 +134,7 @@
"set_only_once": 1
},
{
+ "depends_on": "eval:doc.practitioner;",
"fieldname": "section_break_12",
"fieldtype": "Section Break",
"label": "Appointment Details"
@@ -349,7 +350,7 @@
}
],
"links": [],
- "modified": "2021-02-08 13:13:15.116833",
+ "modified": "2021-06-16 00:40:26.841794",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Patient Appointment",
@@ -400,4 +401,4 @@
"title_field": "title",
"track_changes": 1,
"track_seen": 1
-}
\ No newline at end of file
+}
diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.py b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.py
index cdd4ad3..05e2cd3 100755
--- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.py
+++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.py
@@ -135,8 +135,6 @@
fee_validity = frappe.db.exists('Fee Validity', {'patient': patient, 'status': 'Pending'})
if fee_validity:
return {'fee_validity': fee_validity}
- if check_is_new_patient(patient):
- return False
return True
return False
@@ -151,8 +149,6 @@
elif not fee_validity:
if frappe.db.exists('Fee Validity Reference', {'appointment': appointment_doc.name}):
return
- if check_is_new_patient(appointment_doc.patient, appointment_doc.name):
- return
else:
fee_validity = None
@@ -196,9 +192,7 @@
filters['name'] = ('!=', name)
has_previous_appointment = frappe.db.exists('Patient Appointment', filters)
- if has_previous_appointment:
- return False
- return True
+ return not has_previous_appointment
def get_appointment_item(appointment_doc, item):
diff --git a/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py b/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py
index 9dd4a2c..2df6921 100644
--- a/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py
+++ b/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py
@@ -4,11 +4,12 @@
from __future__ import unicode_literals
import unittest
import frappe
-from erpnext.healthcare.doctype.patient_appointment.patient_appointment import update_status, make_encounter
+from erpnext.healthcare.doctype.patient_appointment.patient_appointment import update_status, make_encounter, check_payment_fields_reqd, check_is_new_patient
from frappe.utils import nowdate, add_days, now_datetime
from frappe.utils.make_random import get_random
from erpnext.accounts.doctype.pos_profile.test_pos_profile import make_pos_profile
+
class TestPatientAppointment(unittest.TestCase):
def setUp(self):
frappe.db.sql("""delete from `tabPatient Appointment`""")
@@ -176,6 +177,28 @@
mark_invoiced_inpatient_occupancy(ip_record1)
discharge_patient(ip_record1)
+ def test_payment_should_be_mandatory_for_new_patient_appointment(self):
+ frappe.db.set_value('Healthcare Settings', None, 'enable_free_follow_ups', 1)
+ frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 1)
+ frappe.db.set_value('Healthcare Settings', None, 'max_visits', 3)
+ frappe.db.set_value('Healthcare Settings', None, 'valid_days', 30)
+
+ patient = create_patient()
+ assert check_is_new_patient(patient)
+ payment_required = check_payment_fields_reqd(patient)
+ assert payment_required is True
+
+ def test_sales_invoice_should_be_generated_for_new_patient_appointment(self):
+ patient, medical_department, practitioner = create_healthcare_docs()
+ frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 1)
+ invoice_count = frappe.db.count('Sales Invoice')
+
+ assert check_is_new_patient(patient)
+ create_appointment(patient, practitioner, nowdate())
+ new_invoice_count = frappe.db.count('Sales Invoice')
+
+ assert new_invoice_count == invoice_count + 1
+
def create_healthcare_docs():
patient = create_patient()
diff --git a/erpnext/hooks.py b/erpnext/hooks.py
index 74977cd..4854bfd 100644
--- a/erpnext/hooks.py
+++ b/erpnext/hooks.py
@@ -355,7 +355,8 @@
"erpnext.crm.doctype.opportunity.opportunity.auto_close_opportunity",
"erpnext.controllers.accounts_controller.update_invoice_status",
"erpnext.accounts.doctype.fiscal_year.fiscal_year.auto_create_fiscal_year",
- "erpnext.hr.doctype.employee.employee.send_birthday_reminders",
+ "erpnext.hr.doctype.employee.employee_reminders.send_work_anniversary_reminders",
+ "erpnext.hr.doctype.employee.employee_reminders.send_birthday_reminders",
"erpnext.projects.doctype.task.task.set_tasks_as_overdue",
"erpnext.assets.doctype.asset.depreciation.post_depreciation_entries",
"erpnext.hr.doctype.daily_work_summary_group.daily_work_summary_group.send_summary",
@@ -387,6 +388,12 @@
"erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual.process_loan_interest_accrual_for_term_loans",
"erpnext.crm.doctype.lead.lead.daily_open_lead"
],
+ "weekly": [
+ "erpnext.hr.doctype.employee.employee_reminders.send_reminders_in_advance_weekly"
+ ],
+ "monthly": [
+ "erpnext.hr.doctype.employee.employee_reminders.send_reminders_in_advance_monthly"
+ ],
"monthly_long": [
"erpnext.accounts.deferred_revenue.process_deferred_accounting",
"erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual.process_loan_interest_accrual_for_demand_loans"
diff --git a/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.py b/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.py
index 0d7fded..3db8165 100644
--- a/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.py
+++ b/erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.py
@@ -8,7 +8,7 @@
from frappe.utils import date_diff, add_days, getdate, cint, format_date
from frappe.model.document import Document
from erpnext.hr.utils import validate_dates, validate_overlap, get_leave_period, validate_active_employee, \
- get_holidays_for_employee, create_additional_leave_ledger_entry
+ create_additional_leave_ledger_entry, get_holiday_dates_for_employee
class CompensatoryLeaveRequest(Document):
@@ -39,7 +39,7 @@
frappe.throw(_("You are not present all day(s) between compensatory leave request days"))
def validate_holidays(self):
- holidays = get_holidays_for_employee(self.employee, self.work_from_date, self.work_end_date)
+ holidays = get_holiday_dates_for_employee(self.employee, self.work_from_date, self.work_end_date)
if len(holidays) < date_diff(self.work_end_date, self.work_from_date) + 1:
if date_diff(self.work_end_date, self.work_from_date):
msg = _("The days between {0} to {1} are not valid holidays.").format(frappe.bold(format_date(self.work_from_date)), frappe.bold(format_date(self.work_end_date)))
diff --git a/erpnext/hr/doctype/employee/employee.py b/erpnext/hr/doctype/employee/employee.py
index f428015..643f3da 100755
--- a/erpnext/hr/doctype/employee/employee.py
+++ b/erpnext/hr/doctype/employee/employee.py
@@ -1,7 +1,5 @@
# 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.utils import getdate, validate_email_address, today, add_years, cstr
@@ -9,7 +7,6 @@
from frappe import throw, _, scrub
from frappe.permissions import add_user_permission, remove_user_permission, \
set_user_permission_if_allowed, has_permission, get_doc_permissions
-from frappe.model.document import Document
from erpnext.utilities.transaction_base import delete_events
from frappe.utils.nestedset import NestedSet
@@ -286,94 +283,8 @@
employee = frappe.get_doc("Employee", {"user_id": doc.name})
employee.update_user_permissions()
-def send_birthday_reminders():
- """Send Employee birthday reminders if no 'Stop Birthday Reminders' is not set."""
- if int(frappe.db.get_single_value("HR Settings", "stop_birthday_reminders") or 0):
- return
-
- employees_born_today = get_employees_who_are_born_today()
-
- for company, birthday_persons in employees_born_today.items():
- employee_emails = get_all_employee_emails(company)
- birthday_person_emails = [get_employee_email(doc) for doc in birthday_persons]
- recipients = list(set(employee_emails) - set(birthday_person_emails))
-
- reminder_text, message = get_birthday_reminder_text_and_message(birthday_persons)
- send_birthday_reminder(recipients, reminder_text, birthday_persons, message)
-
- if len(birthday_persons) > 1:
- # special email for people sharing birthdays
- for person in birthday_persons:
- person_email = person["user_id"] or person["personal_email"] or person["company_email"]
- others = [d for d in birthday_persons if d != person]
- reminder_text, message = get_birthday_reminder_text_and_message(others)
- send_birthday_reminder(person_email, reminder_text, others, message)
-
def get_employee_email(employee_doc):
- return employee_doc["user_id"] or employee_doc["personal_email"] or employee_doc["company_email"]
-
-def get_birthday_reminder_text_and_message(birthday_persons):
- if len(birthday_persons) == 1:
- birthday_person_text = birthday_persons[0]['name']
- else:
- # converts ["Jim", "Rim", "Dim"] to Jim, Rim & Dim
- person_names = [d['name'] for d in birthday_persons]
- last_person = person_names[-1]
- birthday_person_text = ", ".join(person_names[:-1])
- birthday_person_text = _("{} & {}").format(birthday_person_text, last_person)
-
- reminder_text = _("Today is {0}'s birthday 🎉").format(birthday_person_text)
- message = _("A friendly reminder of an important date for our team.")
- message += "<br>"
- message += _("Everyone, let’s congratulate {0} on their birthday.").format(birthday_person_text)
-
- return reminder_text, message
-
-def send_birthday_reminder(recipients, reminder_text, birthday_persons, message):
- frappe.sendmail(
- recipients=recipients,
- subject=_("Birthday Reminder"),
- template="birthday_reminder",
- args=dict(
- reminder_text=reminder_text,
- birthday_persons=birthday_persons,
- message=message,
- ),
- header=_("Birthday Reminder 🎂")
- )
-
-def get_employees_who_are_born_today():
- """Get all employee born today & group them based on their company"""
- from collections import defaultdict
- employees_born_today = frappe.db.multisql({
- "mariadb": """
- SELECT `personal_email`, `company`, `company_email`, `user_id`, `employee_name` AS 'name', `image`
- FROM `tabEmployee`
- WHERE
- DAY(date_of_birth) = DAY(%(today)s)
- AND
- MONTH(date_of_birth) = MONTH(%(today)s)
- AND
- `status` = 'Active'
- """,
- "postgres": """
- SELECT "personal_email", "company", "company_email", "user_id", "employee_name" AS 'name', "image"
- FROM "tabEmployee"
- WHERE
- DATE_PART('day', "date_of_birth") = date_part('day', %(today)s)
- AND
- DATE_PART('month', "date_of_birth") = date_part('month', %(today)s)
- AND
- "status" = 'Active'
- """,
- }, dict(today=today()), as_dict=1)
-
- grouped_employees = defaultdict(lambda: [])
-
- for employee_doc in employees_born_today:
- grouped_employees[employee_doc.get('company')].append(employee_doc)
-
- return grouped_employees
+ return employee_doc.get("user_id") or employee_doc.get("personal_email") or employee_doc.get("company_email")
def get_holiday_list_for_employee(employee, raise_exception=True):
if employee:
@@ -390,17 +301,40 @@
return holiday_list
-def is_holiday(employee, date=None, raise_exception=True):
- '''Returns True if given Employee has an holiday on the given date
- :param employee: Employee `name`
- :param date: Date to check. Will check for today if None'''
+def is_holiday(employee, date=None, raise_exception=True, only_non_weekly=False, with_description=False):
+ '''
+ Returns True if given Employee has an holiday on the given date
+ :param employee: Employee `name`
+ :param date: Date to check. Will check for today if None
+ :param raise_exception: Raise an exception if no holiday list found, default is True
+ :param only_non_weekly: Check only non-weekly holidays, default is False
+ '''
holiday_list = get_holiday_list_for_employee(employee, raise_exception)
if not date:
date = today()
- if holiday_list:
- return frappe.get_all('Holiday List', dict(name=holiday_list, holiday_date=date)) and True or False
+ if not holiday_list:
+ return False
+
+ filters = {
+ 'parent': holiday_list,
+ 'holiday_date': date
+ }
+ if only_non_weekly:
+ filters['weekly_off'] = False
+
+ holidays = frappe.get_all(
+ 'Holiday',
+ fields=['description'],
+ filters=filters,
+ pluck='description'
+ )
+
+ if with_description:
+ return len(holidays) > 0, holidays
+
+ return len(holidays) > 0
@frappe.whitelist()
def deactivate_sales_person(status = None, employee = None):
@@ -503,7 +437,6 @@
return employees
-
def on_doctype_update():
frappe.db.add_index("Employee", ["lft", "rgt"])
diff --git a/erpnext/hr/doctype/employee/employee_reminders.py b/erpnext/hr/doctype/employee/employee_reminders.py
new file mode 100644
index 0000000..2155c02
--- /dev/null
+++ b/erpnext/hr/doctype/employee/employee_reminders.py
@@ -0,0 +1,247 @@
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import frappe
+from frappe import _
+from frappe.utils import comma_sep, getdate, today, add_months, add_days
+from erpnext.hr.doctype.employee.employee import get_all_employee_emails, get_employee_email
+from erpnext.hr.utils import get_holidays_for_employee
+
+# -----------------
+# HOLIDAY REMINDERS
+# -----------------
+def send_reminders_in_advance_weekly():
+ to_send_in_advance = int(frappe.db.get_single_value("HR Settings", "send_holiday_reminders") or 1)
+ frequency = frappe.db.get_single_value("HR Settings", "frequency")
+ if not (to_send_in_advance and frequency == "Weekly"):
+ return
+
+ send_advance_holiday_reminders("Weekly")
+
+def send_reminders_in_advance_monthly():
+ to_send_in_advance = int(frappe.db.get_single_value("HR Settings", "send_holiday_reminders") or 1)
+ frequency = frappe.db.get_single_value("HR Settings", "frequency")
+ if not (to_send_in_advance and frequency == "Monthly"):
+ return
+
+ send_advance_holiday_reminders("Monthly")
+
+def send_advance_holiday_reminders(frequency):
+ """Send Holiday Reminders in Advance to Employees
+ `frequency` (str): 'Weekly' or 'Monthly'
+ """
+ if frequency == "Weekly":
+ start_date = getdate()
+ end_date = add_days(getdate(), 7)
+ elif frequency == "Monthly":
+ # Sent on 1st of every month
+ start_date = getdate()
+ end_date = add_months(getdate(), 1)
+ else:
+ return
+
+ employees = frappe.db.get_all('Employee', pluck='name')
+ for employee in employees:
+ holidays = get_holidays_for_employee(
+ employee,
+ start_date, end_date,
+ only_non_weekly=True,
+ raise_exception=False
+ )
+
+ if not (holidays is None):
+ send_holidays_reminder_in_advance(employee, holidays)
+
+def send_holidays_reminder_in_advance(employee, holidays):
+ employee_doc = frappe.get_doc('Employee', employee)
+ employee_email = get_employee_email(employee_doc)
+ frequency = frappe.db.get_single_value("HR Settings", "frequency")
+
+ email_header = _("Holidays this Month.") if frequency == "Monthly" else _("Holidays this Week.")
+ frappe.sendmail(
+ recipients=[employee_email],
+ subject=_("Upcoming Holidays Reminder"),
+ template="holiday_reminder",
+ args=dict(
+ reminder_text=_("Hey {}! This email is to remind you about the upcoming holidays.").format(employee_doc.get('first_name')),
+ message=_("Below is the list of upcoming holidays for you:"),
+ advance_holiday_reminder=True,
+ holidays=holidays,
+ frequency=frequency[:-2]
+ ),
+ header=email_header
+ )
+
+# ------------------
+# BIRTHDAY REMINDERS
+# ------------------
+def send_birthday_reminders():
+ """Send Employee birthday reminders if no 'Stop Birthday Reminders' is not set."""
+ to_send = int(frappe.db.get_single_value("HR Settings", "send_birthday_reminders") or 1)
+ if not to_send:
+ return
+
+ employees_born_today = get_employees_who_are_born_today()
+
+ for company, birthday_persons in employees_born_today.items():
+ employee_emails = get_all_employee_emails(company)
+ birthday_person_emails = [get_employee_email(doc) for doc in birthday_persons]
+ recipients = list(set(employee_emails) - set(birthday_person_emails))
+
+ reminder_text, message = get_birthday_reminder_text_and_message(birthday_persons)
+ send_birthday_reminder(recipients, reminder_text, birthday_persons, message)
+
+ if len(birthday_persons) > 1:
+ # special email for people sharing birthdays
+ for person in birthday_persons:
+ person_email = person["user_id"] or person["personal_email"] or person["company_email"]
+ others = [d for d in birthday_persons if d != person]
+ reminder_text, message = get_birthday_reminder_text_and_message(others)
+ send_birthday_reminder(person_email, reminder_text, others, message)
+
+def get_birthday_reminder_text_and_message(birthday_persons):
+ if len(birthday_persons) == 1:
+ birthday_person_text = birthday_persons[0]['name']
+ else:
+ # converts ["Jim", "Rim", "Dim"] to Jim, Rim & Dim
+ person_names = [d['name'] for d in birthday_persons]
+ birthday_person_text = comma_sep(person_names, frappe._("{0} & {1}"), False)
+
+ reminder_text = _("Today is {0}'s birthday 🎉").format(birthday_person_text)
+ message = _("A friendly reminder of an important date for our team.")
+ message += "<br>"
+ message += _("Everyone, let’s congratulate {0} on their birthday.").format(birthday_person_text)
+
+ return reminder_text, message
+
+def send_birthday_reminder(recipients, reminder_text, birthday_persons, message):
+ frappe.sendmail(
+ recipients=recipients,
+ subject=_("Birthday Reminder"),
+ template="birthday_reminder",
+ args=dict(
+ reminder_text=reminder_text,
+ birthday_persons=birthday_persons,
+ message=message,
+ ),
+ header=_("Birthday Reminder 🎂")
+ )
+
+def get_employees_who_are_born_today():
+ """Get all employee born today & group them based on their company"""
+ return get_employees_having_an_event_today("birthday")
+
+def get_employees_having_an_event_today(event_type):
+ """Get all employee who have `event_type` today
+ & group them based on their company. `event_type`
+ can be `birthday` or `work_anniversary`"""
+
+ from collections import defaultdict
+
+ # Set column based on event type
+ if event_type == 'birthday':
+ condition_column = 'date_of_birth'
+ elif event_type == 'work_anniversary':
+ condition_column = 'date_of_joining'
+ else:
+ return
+
+ employees_born_today = frappe.db.multisql({
+ "mariadb": f"""
+ SELECT `personal_email`, `company`, `company_email`, `user_id`, `employee_name` AS 'name', `image`, `date_of_joining`
+ FROM `tabEmployee`
+ WHERE
+ DAY({condition_column}) = DAY(%(today)s)
+ AND
+ MONTH({condition_column}) = MONTH(%(today)s)
+ AND
+ `status` = 'Active'
+ """,
+ "postgres": f"""
+ SELECT "personal_email", "company", "company_email", "user_id", "employee_name" AS 'name', "image"
+ FROM "tabEmployee"
+ WHERE
+ DATE_PART('day', {condition_column}) = date_part('day', %(today)s)
+ AND
+ DATE_PART('month', {condition_column}) = date_part('month', %(today)s)
+ AND
+ "status" = 'Active'
+ """,
+ }, dict(today=today(), condition_column=condition_column), as_dict=1)
+
+ grouped_employees = defaultdict(lambda: [])
+
+ for employee_doc in employees_born_today:
+ grouped_employees[employee_doc.get('company')].append(employee_doc)
+
+ return grouped_employees
+
+
+# --------------------------
+# WORK ANNIVERSARY REMINDERS
+# --------------------------
+def send_work_anniversary_reminders():
+ """Send Employee Work Anniversary Reminders if 'Send Work Anniversary Reminders' is checked"""
+ to_send = int(frappe.db.get_single_value("HR Settings", "send_work_anniversary_reminders") or 1)
+ if not to_send:
+ return
+
+ employees_joined_today = get_employees_having_an_event_today("work_anniversary")
+
+ for company, anniversary_persons in employees_joined_today.items():
+ employee_emails = get_all_employee_emails(company)
+ anniversary_person_emails = [get_employee_email(doc) for doc in anniversary_persons]
+ recipients = list(set(employee_emails) - set(anniversary_person_emails))
+
+ reminder_text, message = get_work_anniversary_reminder_text_and_message(anniversary_persons)
+ send_work_anniversary_reminder(recipients, reminder_text, anniversary_persons, message)
+
+ if len(anniversary_persons) > 1:
+ # email for people sharing work anniversaries
+ for person in anniversary_persons:
+ person_email = person["user_id"] or person["personal_email"] or person["company_email"]
+ others = [d for d in anniversary_persons if d != person]
+ reminder_text, message = get_work_anniversary_reminder_text_and_message(others)
+ send_work_anniversary_reminder(person_email, reminder_text, others, message)
+
+def get_work_anniversary_reminder_text_and_message(anniversary_persons):
+ if len(anniversary_persons) == 1:
+ anniversary_person = anniversary_persons[0]['name']
+ persons_name = anniversary_person
+ # Number of years completed at the company
+ completed_years = getdate().year - anniversary_persons[0]['date_of_joining'].year
+ anniversary_person += f" completed {completed_years} years"
+ else:
+ person_names_with_years = []
+ names = []
+ for person in anniversary_persons:
+ person_text = person['name']
+ names.append(person_text)
+ # Number of years completed at the company
+ completed_years = getdate().year - person['date_of_joining'].year
+ person_text += f" completed {completed_years} years"
+ person_names_with_years.append(person_text)
+
+ # converts ["Jim", "Rim", "Dim"] to Jim, Rim & Dim
+ anniversary_person = comma_sep(person_names_with_years, frappe._("{0} & {1}"), False)
+ persons_name = comma_sep(names, frappe._("{0} & {1}"), False)
+
+ reminder_text = _("Today {0} at our Company! 🎉").format(anniversary_person)
+ message = _("A friendly reminder of an important date for our team.")
+ message += "<br>"
+ message += _("Everyone, let’s congratulate {0} on their work anniversary!").format(persons_name)
+
+ return reminder_text, message
+
+def send_work_anniversary_reminder(recipients, reminder_text, anniversary_persons, message):
+ frappe.sendmail(
+ recipients=recipients,
+ subject=_("Work Anniversary Reminder"),
+ template="anniversary_reminder",
+ args=dict(
+ reminder_text=reminder_text,
+ anniversary_persons=anniversary_persons,
+ message=message,
+ ),
+ header=_("🎊️🎊️ Work Anniversary Reminder 🎊️🎊️")
+ )
diff --git a/erpnext/hr/doctype/employee/test_employee.py b/erpnext/hr/doctype/employee/test_employee.py
index 8fc7cf1..5feb6de 100644
--- a/erpnext/hr/doctype/employee/test_employee.py
+++ b/erpnext/hr/doctype/employee/test_employee.py
@@ -1,7 +1,5 @@
# 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
import erpnext
@@ -12,29 +10,6 @@
test_records = frappe.get_test_records('Employee')
class TestEmployee(unittest.TestCase):
- def test_birthday_reminders(self):
- employee = frappe.get_doc("Employee", frappe.db.sql_list("select name from tabEmployee limit 1")[0])
- employee.date_of_birth = "1992" + frappe.utils.nowdate()[4:]
- employee.company_email = "test@example.com"
- employee.company = "_Test Company"
- employee.save()
-
- from erpnext.hr.doctype.employee.employee import get_employees_who_are_born_today, send_birthday_reminders
-
- employees_born_today = get_employees_who_are_born_today()
- self.assertTrue(employees_born_today.get("_Test Company"))
-
- frappe.db.sql("delete from `tabEmail Queue`")
-
- hr_settings = frappe.get_doc("HR Settings", "HR Settings")
- hr_settings.stop_birthday_reminders = 0
- hr_settings.save()
-
- send_birthday_reminders()
-
- email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
- self.assertTrue("Subject: Birthday Reminder" in email_queue[0].message)
-
def test_employee_status_left(self):
employee1 = make_employee("test_employee_1@company.com")
employee2 = make_employee("test_employee_2@company.com")
diff --git a/erpnext/hr/doctype/employee/test_employee_reminders.py b/erpnext/hr/doctype/employee/test_employee_reminders.py
new file mode 100644
index 0000000..7e560f5
--- /dev/null
+++ b/erpnext/hr/doctype/employee/test_employee_reminders.py
@@ -0,0 +1,173 @@
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import frappe
+import unittest
+
+from frappe.utils import getdate
+from datetime import timedelta
+from erpnext.hr.doctype.employee.test_employee import make_employee
+from erpnext.hr.doctype.hr_settings.hr_settings import set_proceed_with_frequency_change
+
+
+class TestEmployeeReminders(unittest.TestCase):
+ @classmethod
+ def setUpClass(cls):
+ from erpnext.hr.doctype.holiday_list.test_holiday_list import make_holiday_list
+
+ # Create a test holiday list
+ test_holiday_dates = cls.get_test_holiday_dates()
+ test_holiday_list = make_holiday_list(
+ 'TestHolidayRemindersList',
+ holiday_dates=[
+ {'holiday_date': test_holiday_dates[0], 'description': 'test holiday1'},
+ {'holiday_date': test_holiday_dates[1], 'description': 'test holiday2'},
+ {'holiday_date': test_holiday_dates[2], 'description': 'test holiday3', 'weekly_off': 1},
+ {'holiday_date': test_holiday_dates[3], 'description': 'test holiday4'},
+ {'holiday_date': test_holiday_dates[4], 'description': 'test holiday5'},
+ {'holiday_date': test_holiday_dates[5], 'description': 'test holiday6'},
+ ],
+ from_date=getdate()-timedelta(days=10),
+ to_date=getdate()+timedelta(weeks=5)
+ )
+
+ # Create a test employee
+ test_employee = frappe.get_doc(
+ 'Employee',
+ make_employee('test@gopher.io', company="_Test Company")
+ )
+
+ # Attach the holiday list to employee
+ test_employee.holiday_list = test_holiday_list.name
+ test_employee.save()
+
+ # Attach to class
+ cls.test_employee = test_employee
+ cls.test_holiday_dates = test_holiday_dates
+
+ @classmethod
+ def get_test_holiday_dates(cls):
+ today_date = getdate()
+ return [
+ today_date,
+ today_date-timedelta(days=4),
+ today_date-timedelta(days=3),
+ today_date+timedelta(days=1),
+ today_date+timedelta(days=3),
+ today_date+timedelta(weeks=3)
+ ]
+
+ def setUp(self):
+ # Clear Email Queue
+ frappe.db.sql("delete from `tabEmail Queue`")
+
+ def test_is_holiday(self):
+ from erpnext.hr.doctype.employee.employee import is_holiday
+
+ self.assertTrue(is_holiday(self.test_employee.name))
+ self.assertTrue(is_holiday(self.test_employee.name, date=self.test_holiday_dates[1]))
+ self.assertFalse(is_holiday(self.test_employee.name, date=getdate()-timedelta(days=1)))
+
+ # Test weekly_off holidays
+ self.assertTrue(is_holiday(self.test_employee.name, date=self.test_holiday_dates[2]))
+ self.assertFalse(is_holiday(self.test_employee.name, date=self.test_holiday_dates[2], only_non_weekly=True))
+
+ # Test with descriptions
+ has_holiday, descriptions = is_holiday(self.test_employee.name, with_description=True)
+ self.assertTrue(has_holiday)
+ self.assertTrue('test holiday1' in descriptions)
+
+ def test_birthday_reminders(self):
+ employee = frappe.get_doc("Employee", frappe.db.sql_list("select name from tabEmployee limit 1")[0])
+ employee.date_of_birth = "1992" + frappe.utils.nowdate()[4:]
+ employee.company_email = "test@example.com"
+ employee.company = "_Test Company"
+ employee.save()
+
+ from erpnext.hr.doctype.employee.employee_reminders import get_employees_who_are_born_today, send_birthday_reminders
+
+ employees_born_today = get_employees_who_are_born_today()
+ self.assertTrue(employees_born_today.get("_Test Company"))
+
+ hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+ hr_settings.send_birthday_reminders = 1
+ hr_settings.save()
+
+ send_birthday_reminders()
+
+ email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+ self.assertTrue("Subject: Birthday Reminder" in email_queue[0].message)
+
+ def test_work_anniversary_reminders(self):
+ employee = frappe.get_doc("Employee", frappe.db.sql_list("select name from tabEmployee limit 1")[0])
+ employee.date_of_joining = "1998" + frappe.utils.nowdate()[4:]
+ employee.company_email = "test@example.com"
+ employee.company = "_Test Company"
+ employee.save()
+
+ from erpnext.hr.doctype.employee.employee_reminders import get_employees_having_an_event_today, send_work_anniversary_reminders
+
+ employees_having_work_anniversary = get_employees_having_an_event_today('work_anniversary')
+ self.assertTrue(employees_having_work_anniversary.get("_Test Company"))
+
+ hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+ hr_settings.send_work_anniversary_reminders = 1
+ hr_settings.save()
+
+ send_work_anniversary_reminders()
+
+ email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+ self.assertTrue("Subject: Work Anniversary Reminder" in email_queue[0].message)
+
+ def test_send_holidays_reminder_in_advance(self):
+ from erpnext.hr.utils import get_holidays_for_employee
+ from erpnext.hr.doctype.employee.employee_reminders import send_holidays_reminder_in_advance
+
+ # Get HR settings and enable advance holiday reminders
+ hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+ hr_settings.send_holiday_reminders = 1
+ set_proceed_with_frequency_change()
+ hr_settings.frequency = 'Weekly'
+ hr_settings.save()
+
+ holidays = get_holidays_for_employee(
+ self.test_employee.get('name'),
+ getdate(), getdate() + timedelta(days=3),
+ only_non_weekly=True,
+ raise_exception=False
+ )
+
+ send_holidays_reminder_in_advance(
+ self.test_employee.get('name'),
+ holidays
+ )
+
+ email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+ self.assertEqual(len(email_queue), 1)
+
+ def test_advance_holiday_reminders_monthly(self):
+ from erpnext.hr.doctype.employee.employee_reminders import send_reminders_in_advance_monthly
+ # Get HR settings and enable advance holiday reminders
+ hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+ hr_settings.send_holiday_reminders = 1
+ set_proceed_with_frequency_change()
+ hr_settings.frequency = 'Monthly'
+ hr_settings.save()
+
+ send_reminders_in_advance_monthly()
+
+ email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+ self.assertTrue(len(email_queue) > 0)
+
+ def test_advance_holiday_reminders_weekly(self):
+ from erpnext.hr.doctype.employee.employee_reminders import send_reminders_in_advance_weekly
+ # Get HR settings and enable advance holiday reminders
+ hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+ hr_settings.send_holiday_reminders = 1
+ hr_settings.frequency = 'Weekly'
+ hr_settings.save()
+
+ send_reminders_in_advance_weekly()
+
+ email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+ self.assertTrue(len(email_queue) > 0)
diff --git a/erpnext/hr/doctype/hr_settings/hr_settings.json b/erpnext/hr/doctype/hr_settings/hr_settings.json
index 2396a8e..8aa3c0c 100644
--- a/erpnext/hr/doctype/hr_settings/hr_settings.json
+++ b/erpnext/hr/doctype/hr_settings/hr_settings.json
@@ -11,8 +11,14 @@
"emp_created_by",
"column_break_4",
"standard_working_hours",
- "stop_birthday_reminders",
"expense_approver_mandatory_in_expense_claim",
+ "reminders_section",
+ "send_birthday_reminders",
+ "column_break_9",
+ "send_work_anniversary_reminders",
+ "column_break_11",
+ "send_holiday_reminders",
+ "frequency",
"leave_settings",
"send_leave_notification",
"leave_approval_notification_template",
@@ -51,13 +57,6 @@
"fieldtype": "Column Break"
},
{
- "default": "0",
- "description": "Don't send employee birthday reminders",
- "fieldname": "stop_birthday_reminders",
- "fieldtype": "Check",
- "label": "Stop Birthday Reminders"
- },
- {
"default": "1",
"fieldname": "expense_approver_mandatory_in_expense_claim",
"fieldtype": "Check",
@@ -142,13 +141,53 @@
"fieldname": "standard_working_hours",
"fieldtype": "Int",
"label": "Standard Working Hours"
+ },
+ {
+ "collapsible": 1,
+ "fieldname": "reminders_section",
+ "fieldtype": "Section Break",
+ "label": "Reminders"
+ },
+ {
+ "default": "1",
+ "fieldname": "send_holiday_reminders",
+ "fieldtype": "Check",
+ "label": "Holidays"
+ },
+ {
+ "default": "1",
+ "fieldname": "send_work_anniversary_reminders",
+ "fieldtype": "Check",
+ "label": "Work Anniversaries "
+ },
+ {
+ "default": "Weekly",
+ "depends_on": "eval:doc.send_holiday_reminders",
+ "fieldname": "frequency",
+ "fieldtype": "Select",
+ "label": "Set the frequency for holiday reminders",
+ "options": "Weekly\nMonthly"
+ },
+ {
+ "default": "1",
+ "fieldname": "send_birthday_reminders",
+ "fieldtype": "Check",
+ "label": "Birthdays"
+ },
+ {
+ "fieldname": "column_break_9",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "column_break_11",
+ "fieldtype": "Column Break"
}
],
"icon": "fa fa-cog",
"idx": 1,
"issingle": 1,
"links": [],
- "modified": "2021-05-11 10:52:56.192773",
+ "modified": "2021-08-24 14:54:12.834162",
"modified_by": "Administrator",
"module": "HR",
"name": "HR Settings",
diff --git a/erpnext/hr/doctype/hr_settings/hr_settings.py b/erpnext/hr/doctype/hr_settings/hr_settings.py
index c99df26..a474093 100644
--- a/erpnext/hr/doctype/hr_settings/hr_settings.py
+++ b/erpnext/hr/doctype/hr_settings/hr_settings.py
@@ -1,17 +1,79 @@
-# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
# For license information, please see license.txt
-from __future__ import unicode_literals
import frappe
+
from frappe.model.document import Document
+from frappe.utils import format_date
+
+# Wether to proceed with frequency change
+PROCEED_WITH_FREQUENCY_CHANGE = False
class HRSettings(Document):
def validate(self):
self.set_naming_series()
+ # Based on proceed flag
+ global PROCEED_WITH_FREQUENCY_CHANGE
+ if not PROCEED_WITH_FREQUENCY_CHANGE:
+ self.validate_frequency_change()
+ PROCEED_WITH_FREQUENCY_CHANGE = False
+
def set_naming_series(self):
from erpnext.setup.doctype.naming_series.naming_series import set_by_naming_series
set_by_naming_series("Employee", "employee_number",
self.get("emp_created_by")=="Naming Series", hide_name_field=True)
+
+ def validate_frequency_change(self):
+ weekly_job, monthly_job = None, None
+
+ try:
+ weekly_job = frappe.get_doc(
+ 'Scheduled Job Type',
+ 'employee_reminders.send_reminders_in_advance_weekly'
+ )
+
+ monthly_job = frappe.get_doc(
+ 'Scheduled Job Type',
+ 'employee_reminders.send_reminders_in_advance_monthly'
+ )
+ except frappe.DoesNotExistError:
+ return
+
+ next_weekly_trigger = weekly_job.get_next_execution()
+ next_monthly_trigger = monthly_job.get_next_execution()
+
+ if self.freq_changed_from_monthly_to_weekly():
+ if next_monthly_trigger < next_weekly_trigger:
+ self.show_freq_change_warning(next_monthly_trigger, next_weekly_trigger)
+
+ elif self.freq_changed_from_weekly_to_monthly():
+ if next_monthly_trigger > next_weekly_trigger:
+ self.show_freq_change_warning(next_weekly_trigger, next_monthly_trigger)
+
+ def freq_changed_from_weekly_to_monthly(self):
+ return self.has_value_changed("frequency") and self.frequency == "Monthly"
+
+ def freq_changed_from_monthly_to_weekly(self):
+ return self.has_value_changed("frequency") and self.frequency == "Weekly"
+
+ def show_freq_change_warning(self, from_date, to_date):
+ from_date = frappe.bold(format_date(from_date))
+ to_date = frappe.bold(format_date(to_date))
+ frappe.msgprint(
+ msg=frappe._('Employees will miss holiday reminders from {} until {}. <br> Do you want to proceed with this change?').format(from_date, to_date),
+ title='Confirm change in Frequency',
+ primary_action={
+ 'label': frappe._('Yes, Proceed'),
+ 'client_action': 'erpnext.proceed_save_with_reminders_frequency_change'
+ },
+ raise_exception=frappe.ValidationError
+ )
+
+@frappe.whitelist()
+def set_proceed_with_frequency_change():
+ '''Enables proceed with frequency change'''
+ global PROCEED_WITH_FREQUENCY_CHANGE
+ PROCEED_WITH_FREQUENCY_CHANGE = True
diff --git a/erpnext/hr/doctype/upload_attendance/upload_attendance.py b/erpnext/hr/doctype/upload_attendance/upload_attendance.py
index 674c8e3..9c765d7 100644
--- a/erpnext/hr/doctype/upload_attendance/upload_attendance.py
+++ b/erpnext/hr/doctype/upload_attendance/upload_attendance.py
@@ -10,7 +10,7 @@
from frappe.utils.csvutils import UnicodeWriter
from frappe.model.document import Document
from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee
-from erpnext.hr.utils import get_holidays_for_employee
+from erpnext.hr.utils import get_holiday_dates_for_employee
class UploadAttendance(Document):
pass
@@ -94,7 +94,7 @@
holidays = {}
for employee in employees:
holiday_list = get_holiday_list_for_employee(employee)
- holiday = get_holidays_for_employee(employee, getdate(from_date), getdate(to_date))
+ holiday = get_holiday_dates_for_employee(employee, getdate(from_date), getdate(to_date))
if holiday_list not in holidays:
holidays[holiday_list] = holiday
diff --git a/erpnext/hr/utils.py b/erpnext/hr/utils.py
index a1026ce..15b237d 100644
--- a/erpnext/hr/utils.py
+++ b/erpnext/hr/utils.py
@@ -335,21 +335,44 @@
total_given_benefit_amount = sum_of_given_benefit[0].total_amount
return total_given_benefit_amount
-def get_holidays_for_employee(employee, start_date, end_date):
- holiday_list = get_holiday_list_for_employee(employee)
+def get_holiday_dates_for_employee(employee, start_date, end_date):
+ """return a list of holiday dates for the given employee between start_date and end_date"""
+ # return only date
+ holidays = get_holidays_for_employee(employee, start_date, end_date)
+
+ return [cstr(h.holiday_date) for h in holidays]
- holidays = frappe.db.sql_list('''select holiday_date from `tabHoliday`
- where
- parent=%(holiday_list)s
- and holiday_date >= %(start_date)s
- and holiday_date <= %(end_date)s''', {
- "holiday_list": holiday_list,
- "start_date": start_date,
- "end_date": end_date
- })
- holidays = [cstr(i) for i in holidays]
+def get_holidays_for_employee(employee, start_date, end_date, raise_exception=True, only_non_weekly=False):
+ """Get Holidays for a given employee
+ `employee` (str)
+ `start_date` (str or datetime)
+ `end_date` (str or datetime)
+ `raise_exception` (bool)
+ `only_non_weekly` (bool)
+
+ return: list of dicts with `holiday_date` and `description`
+ """
+ holiday_list = get_holiday_list_for_employee(employee, raise_exception=raise_exception)
+
+ if not holiday_list:
+ return []
+
+ filters = {
+ 'parent': holiday_list,
+ 'holiday_date': ('between', [start_date, end_date])
+ }
+
+ if only_non_weekly:
+ filters['weekly_off'] = False
+
+ holidays = frappe.get_all(
+ 'Holiday',
+ fields=['description', 'holiday_date'],
+ filters=filters
+ )
+
return holidays
@erpnext.allow_regional
diff --git a/erpnext/manufacturing/doctype/bom/bom.py b/erpnext/manufacturing/doctype/bom/bom.py
index 0ba8507..eb1dfc8 100644
--- a/erpnext/manufacturing/doctype/bom/bom.py
+++ b/erpnext/manufacturing/doctype/bom/bom.py
@@ -148,6 +148,7 @@
self.set_plc_conversion_rate()
self.validate_uom_is_interger()
self.set_bom_material_details()
+ self.set_bom_scrap_items_detail()
self.validate_materials()
self.set_routing_operations()
self.validate_operations()
@@ -200,7 +201,7 @@
def set_bom_material_details(self):
for item in self.get("items"):
- self.validate_bom_currecny(item)
+ self.validate_bom_currency(item)
ret = self.get_bom_material_detail({
"company": self.company,
@@ -219,6 +220,19 @@
if not item.get(r):
item.set(r, ret[r])
+ def set_bom_scrap_items_detail(self):
+ for item in self.get("scrap_items"):
+ args = {
+ "item_code": item.item_code,
+ "company": self.company,
+ "scrap_items": True,
+ "bom_no": '',
+ }
+ ret = self.get_bom_material_detail(args)
+ for key, value in ret.items():
+ if not item.get(key):
+ item.set(key, value)
+
@frappe.whitelist()
def get_bom_material_detail(self, args=None):
""" Get raw material details like uom, desc and rate"""
@@ -255,7 +269,7 @@
return ret_item
- def validate_bom_currecny(self, item):
+ def validate_bom_currency(self, item):
if item.get('bom_no') and frappe.db.get_value('BOM', item.get('bom_no'), 'currency') != self.currency:
frappe.throw(_("Row {0}: Currency of the BOM #{1} should be equal to the selected currency {2}")
.format(item.idx, item.bom_no, self.currency))
diff --git a/erpnext/patches.txt b/erpnext/patches.txt
index b86c236..bf0446b 100644
--- a/erpnext/patches.txt
+++ b/erpnext/patches.txt
@@ -275,6 +275,7 @@
erpnext.patches.v13_0.germany_make_custom_fields
erpnext.patches.v13_0.germany_fill_debtor_creditor_number
erpnext.patches.v13_0.set_pos_closing_as_failed
+erpnext.patches.v13_0.rename_stop_to_send_birthday_reminders
execute:frappe.rename_doc("Workspace", "Loan Management", "Loans", force=True)
erpnext.patches.v13_0.update_timesheet_changes
erpnext.patches.v13_0.add_doctype_to_sla #14-06-2021
diff --git a/erpnext/patches/v13_0/rename_stop_to_send_birthday_reminders.py b/erpnext/patches/v13_0/rename_stop_to_send_birthday_reminders.py
new file mode 100644
index 0000000..1787a56
--- /dev/null
+++ b/erpnext/patches/v13_0/rename_stop_to_send_birthday_reminders.py
@@ -0,0 +1,23 @@
+import frappe
+from frappe.model.utils.rename_field import rename_field
+
+def execute():
+ frappe.reload_doc('hr', 'doctype', 'hr_settings')
+
+ try:
+ # Rename the field
+ rename_field('HR Settings', 'stop_birthday_reminders', 'send_birthday_reminders')
+
+ # Reverse the value
+ old_value = frappe.db.get_single_value('HR Settings', 'send_birthday_reminders')
+
+ frappe.db.set_value(
+ 'HR Settings',
+ 'HR Settings',
+ 'send_birthday_reminders',
+ 1 if old_value == 0 else 0
+ )
+
+ except Exception as e:
+ if e.args[0] != 1054:
+ raise
\ No newline at end of file
diff --git a/erpnext/payroll/doctype/employee_benefit_application/employee_benefit_application.py b/erpnext/payroll/doctype/employee_benefit_application/employee_benefit_application.py
index c7fbb06..a1cde08 100644
--- a/erpnext/payroll/doctype/employee_benefit_application/employee_benefit_application.py
+++ b/erpnext/payroll/doctype/employee_benefit_application/employee_benefit_application.py
@@ -9,7 +9,7 @@
from frappe.model.document import Document
from erpnext.payroll.doctype.payroll_period.payroll_period import get_payroll_period_days, get_period_factor
from erpnext.payroll.doctype.salary_structure_assignment.salary_structure_assignment import get_assigned_salary_structure
-from erpnext.hr.utils import get_sal_slip_total_benefit_given, get_holidays_for_employee, get_previous_claimed_amount, validate_active_employee
+from erpnext.hr.utils import get_sal_slip_total_benefit_given, get_holiday_dates_for_employee, get_previous_claimed_amount, validate_active_employee
class EmployeeBenefitApplication(Document):
def validate(self):
@@ -139,7 +139,7 @@
# Then the sum multiply with the no of lwp in that period
# Include that amount to the prev_sal_slip_flexi_total to get the actual
if have_depends_on_payment_days and per_day_amount_total > 0:
- holidays = get_holidays_for_employee(employee, payroll_period_obj.start_date, on_date)
+ holidays = get_holiday_dates_for_employee(employee, payroll_period_obj.start_date, on_date)
working_days = date_diff(on_date, payroll_period_obj.start_date) + 1
leave_days = calculate_lwp(employee, payroll_period_obj.start_date, holidays, working_days)
leave_days_amount = leave_days * per_day_amount_total
diff --git a/erpnext/payroll/doctype/payroll_period/payroll_period.py b/erpnext/payroll/doctype/payroll_period/payroll_period.py
index ef3a6cc..66dec07 100644
--- a/erpnext/payroll/doctype/payroll_period/payroll_period.py
+++ b/erpnext/payroll/doctype/payroll_period/payroll_period.py
@@ -7,7 +7,7 @@
from frappe import _
from frappe.utils import date_diff, getdate, formatdate, cint, month_diff, flt, add_months
from frappe.model.document import Document
-from erpnext.hr.utils import get_holidays_for_employee
+from erpnext.hr.utils import get_holiday_dates_for_employee
class PayrollPeriod(Document):
def validate(self):
@@ -65,7 +65,7 @@
actual_no_of_days = date_diff(getdate(payroll_period[0][2]), getdate(payroll_period[0][1])) + 1
working_days = actual_no_of_days
if not cint(frappe.db.get_value("Payroll Settings", None, "include_holidays_in_total_working_days")):
- holidays = get_holidays_for_employee(employee, getdate(payroll_period[0][1]), getdate(payroll_period[0][2]))
+ holidays = get_holiday_dates_for_employee(employee, getdate(payroll_period[0][1]), getdate(payroll_period[0][2]))
working_days -= len(holidays)
return payroll_period[0][0], working_days, actual_no_of_days
return False, False, False
diff --git a/erpnext/payroll/doctype/salary_slip/salary_slip.py b/erpnext/payroll/doctype/salary_slip/salary_slip.py
index 5f5fdd5..6325351 100644
--- a/erpnext/payroll/doctype/salary_slip/salary_slip.py
+++ b/erpnext/payroll/doctype/salary_slip/salary_slip.py
@@ -11,6 +11,7 @@
from frappe import msgprint, _
from erpnext.payroll.doctype.payroll_entry.payroll_entry import get_start_end_dates
from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee
+from erpnext.hr.utils import get_holiday_dates_for_employee
from erpnext.utilities.transaction_base import TransactionBase
from frappe.utils.background_jobs import enqueue
from erpnext.payroll.doctype.additional_salary.additional_salary import get_additional_salaries
@@ -337,20 +338,7 @@
return payment_days
def get_holidays_for_employee(self, start_date, end_date):
- holiday_list = get_holiday_list_for_employee(self.employee)
- holidays = frappe.db.sql_list('''select holiday_date from `tabHoliday`
- where
- parent=%(holiday_list)s
- and holiday_date >= %(start_date)s
- and holiday_date <= %(end_date)s''', {
- "holiday_list": holiday_list,
- "start_date": start_date,
- "end_date": end_date
- })
-
- holidays = [cstr(i) for i in holidays]
-
- return holidays
+ return get_holiday_dates_for_employee(self.employee, start_date, end_date)
def calculate_lwp_or_ppl_based_on_leave_application(self, holidays, working_days):
lwp = 0
diff --git a/erpnext/public/js/utils.js b/erpnext/public/js/utils.js
index f240b8c..9caf1de 100755
--- a/erpnext/public/js/utils.js
+++ b/erpnext/public/js/utils.js
@@ -82,6 +82,17 @@
});
frappe.set_route('Form','Journal Entry', journal_entry.name);
});
+ },
+
+ proceed_save_with_reminders_frequency_change: () => {
+ frappe.ui.hide_open_dialog();
+
+ frappe.call({
+ method: 'erpnext.hr.doctype.hr_settings.hr_settings.set_proceed_with_frequency_change',
+ callback: () => {
+ cur_frm.save();
+ }
+ });
}
});
diff --git a/erpnext/regional/india/setup.py b/erpnext/regional/india/setup.py
index a6ab6ab..4db5551 100644
--- a/erpnext/regional/india/setup.py
+++ b/erpnext/regional/india/setup.py
@@ -531,6 +531,7 @@
fieldtype='Link', options='Salary Component', insert_after='hra_section'),
dict(fieldname='hra_component', label='HRA Component',
fieldtype='Link', options='Salary Component', insert_after='basic_component'),
+ dict(fieldname='hra_column_break', fieldtype='Column Break', insert_after='hra_component'),
dict(fieldname='arrear_component', label='Arrear Component',
fieldtype='Link', options='Salary Component', insert_after='hra_component'),
dict(fieldname='non_profit_section', label='Non Profit Settings',
@@ -539,6 +540,7 @@
fieldtype='Data', insert_after='non_profit_section'),
dict(fieldname='with_effect_from', label='80G With Effect From',
fieldtype='Date', insert_after='company_80g_number'),
+ dict(fieldname='non_profit_column_break', fieldtype='Column Break', insert_after='with_effect_from'),
dict(fieldname='pan_details', label='PAN Number',
fieldtype='Data', insert_after='with_effect_from')
],
diff --git a/erpnext/regional/report/gstr_1/gstr_1.py b/erpnext/regional/report/gstr_1/gstr_1.py
index 4b73094..9d4f920 100644
--- a/erpnext/regional/report/gstr_1/gstr_1.py
+++ b/erpnext/regional/report/gstr_1/gstr_1.py
@@ -588,7 +588,7 @@
fp = "%02d%s" % (getdate(filters["to_date"]).month, getdate(filters["to_date"]).year)
- gst_json = {"version": "GST2.2.9",
+ gst_json = {"version": "GST3.0.4",
"hash": "hash", "gstin": gstin, "fp": fp}
res = {}
@@ -765,7 +765,7 @@
"ntty": invoice[0]["document_type"],
"pos": "%02d" % int(invoice[0]["place_of_supply"].split('-')[0]),
"rchrg": invoice[0]["reverse_charge"],
- "inv_type": get_invoice_type_for_cdnr(invoice[0])
+ "inv_typ": get_invoice_type_for_cdnr(invoice[0])
}
inv_item["itms"] = []
diff --git a/erpnext/setup/doctype/company/company.js b/erpnext/setup/doctype/company/company.js
index 8f83d3c..56700af 100644
--- a/erpnext/setup/doctype/company/company.js
+++ b/erpnext/setup/doctype/company/company.js
@@ -46,6 +46,43 @@
});
},
+ change_abbreviation(frm) {
+ var dialog = new frappe.ui.Dialog({
+ title: "Replace Abbr",
+ fields: [
+ {"fieldtype": "Data", "label": "New Abbreviation", "fieldname": "new_abbr",
+ "reqd": 1 },
+ {"fieldtype": "Button", "label": "Update", "fieldname": "update"},
+ ]
+ });
+
+ dialog.fields_dict.update.$input.click(function() {
+ var args = dialog.get_values();
+ if (!args) return;
+ frappe.show_alert(__("Update in progress. It might take a while."));
+ return frappe.call({
+ method: "erpnext.setup.doctype.company.company.enqueue_replace_abbr",
+ args: {
+ "company": frm.doc.name,
+ "old": frm.doc.abbr,
+ "new": args.new_abbr
+ },
+ callback: function(r) {
+ if (r.exc) {
+ frappe.msgprint(__("There were errors."));
+ return;
+ } else {
+ frm.set_value("abbr", args.new_abbr);
+ }
+ dialog.hide();
+ frm.refresh();
+ },
+ btn: this
+ });
+ });
+ dialog.show();
+ },
+
company_name: function(frm) {
if(frm.doc.__islocal) {
// add missing " " arg in split method
@@ -127,6 +164,10 @@
}, __('Manage'));
}
}
+
+ frm.add_custom_button(__('Change Abbreviation'), () => {
+ frm.trigger('change_abbreviation');
+ }, __('Manage'));
}
erpnext.company.set_chart_of_accounts_options(frm.doc);
@@ -204,43 +245,6 @@
}
}
-cur_frm.cscript.change_abbr = function() {
- var dialog = new frappe.ui.Dialog({
- title: "Replace Abbr",
- fields: [
- {"fieldtype": "Data", "label": "New Abbreviation", "fieldname": "new_abbr",
- "reqd": 1 },
- {"fieldtype": "Button", "label": "Update", "fieldname": "update"},
- ]
- });
-
- dialog.fields_dict.update.$input.click(function() {
- var args = dialog.get_values();
- if(!args) return;
- frappe.show_alert(__("Update in progress. It might take a while."));
- return frappe.call({
- method: "erpnext.setup.doctype.company.company.enqueue_replace_abbr",
- args: {
- "company": cur_frm.doc.name,
- "old": cur_frm.doc.abbr,
- "new": args.new_abbr
- },
- callback: function(r) {
- if(r.exc) {
- frappe.msgprint(__("There were errors."));
- return;
- } else {
- cur_frm.set_value("abbr", args.new_abbr);
- }
- dialog.hide();
- cur_frm.refresh();
- },
- btn: this
- })
- });
- dialog.show();
-}
-
erpnext.company.setup_queries = function(frm) {
$.each([
["default_bank_account", {"account_type": "Bank"}],
diff --git a/erpnext/setup/doctype/company/company.json b/erpnext/setup/doctype/company/company.json
index e6ec496..e4ee3ec 100644
--- a/erpnext/setup/doctype/company/company.json
+++ b/erpnext/setup/doctype/company/company.json
@@ -12,33 +12,48 @@
"details",
"company_name",
"abbr",
- "change_abbr",
+ "default_currency",
+ "country",
"is_group",
"cb0",
- "domain",
- "parent_company",
- "charts_section",
- "default_currency",
"default_letter_head",
- "default_holiday_list",
- "default_finance_book",
- "default_selling_terms",
- "default_buying_terms",
- "default_warehouse_for_sales_return",
- "default_in_transit_warehouse",
- "column_break_10",
- "country",
- "create_chart_of_accounts_based_on",
- "chart_of_accounts",
- "existing_company",
"tax_id",
+ "domain",
"date_of_establishment",
+ "parent_company",
+ "company_info",
+ "company_logo",
+ "date_of_incorporation",
+ "phone_no",
+ "email",
+ "company_description",
+ "column_break1",
+ "date_of_commencement",
+ "fax",
+ "website",
+ "address_html",
+ "section_break_28",
+ "create_chart_of_accounts_based_on",
+ "existing_company",
+ "column_break_26",
+ "chart_of_accounts",
+ "charts_section",
"sales_settings",
- "monthly_sales_target",
+ "default_buying_terms",
"sales_monthly_history",
- "column_break_goals",
- "transactions_annual_history",
+ "monthly_sales_target",
"total_monthly_sales",
+ "column_break_goals",
+ "default_selling_terms",
+ "default_warehouse_for_sales_return",
+ "credit_limit",
+ "transactions_annual_history",
+ "hr_settings_section",
+ "default_holiday_list",
+ "default_expense_claim_payable_account",
+ "column_break_10",
+ "default_employee_advance_account",
+ "default_payroll_payable_account",
"default_settings",
"default_bank_account",
"default_cash_account",
@@ -52,24 +67,20 @@
"column_break0",
"allow_account_creation_against_child_company",
"default_payable_account",
- "default_employee_advance_account",
"default_expense_account",
"default_income_account",
"default_deferred_revenue_account",
"default_deferred_expense_account",
- "default_payroll_payable_account",
- "default_expense_claim_payable_account",
"default_discount_account",
- "section_break_22",
- "cost_center",
- "column_break_26",
- "credit_limit",
"payment_terms",
+ "cost_center",
+ "default_finance_book",
"auto_accounting_for_stock_settings",
"enable_perpetual_inventory",
"enable_perpetual_inventory_for_non_stock_items",
"default_inventory_account",
"stock_adjustment_account",
+ "default_in_transit_warehouse",
"column_break_32",
"stock_received_but_not_billed",
"service_received_but_not_billed",
@@ -79,25 +90,14 @@
"depreciation_expense_account",
"series_for_depreciation_entry",
"expenses_included_in_asset_valuation",
+ "repair_and_maintenance_account",
"column_break_40",
"disposal_account",
"depreciation_cost_center",
"capital_work_in_progress_account",
- "repair_and_maintenance_account",
"asset_received_but_not_billed",
"budget_detail",
"exception_budget_approver_role",
- "company_info",
- "company_logo",
- "date_of_incorporation",
- "address_html",
- "date_of_commencement",
- "phone_no",
- "fax",
- "email",
- "website",
- "column_break1",
- "company_description",
"registration_info",
"registration_details",
"lft",
@@ -128,12 +128,6 @@
"reqd": 1
},
{
- "depends_on": "eval:!doc.__islocal && in_list(frappe.user_roles, \"System Manager\")",
- "fieldname": "change_abbr",
- "fieldtype": "Button",
- "label": "Change Abbreviation"
- },
- {
"bold": 1,
"default": "0",
"fieldname": "is_group",
@@ -176,10 +170,9 @@
"label": "Company Description"
},
{
- "collapsible": 1,
"fieldname": "sales_settings",
"fieldtype": "Section Break",
- "label": "Sales Settings"
+ "label": "Buying & Selling Settings"
},
{
"fieldname": "sales_monthly_history",
@@ -443,10 +436,6 @@
"options": "Account"
},
{
- "fieldname": "section_break_22",
- "fieldtype": "Section Break"
- },
- {
"depends_on": "eval:!doc.__islocal",
"fieldname": "cost_center",
"fieldtype": "Link",
@@ -456,10 +445,6 @@
"options": "Cost Center"
},
{
- "fieldname": "column_break_26",
- "fieldtype": "Column Break"
- },
- {
"depends_on": "eval:!doc.__islocal",
"fieldname": "credit_limit",
"fieldtype": "Currency",
@@ -589,10 +574,10 @@
},
{
"collapsible": 1,
- "description": "For reference only.",
+ "depends_on": "eval: doc.docstatus == 0 && doc.__islocal != 1",
"fieldname": "company_info",
"fieldtype": "Section Break",
- "label": "Company Info"
+ "label": "Address & Contact"
},
{
"fieldname": "date_of_incorporation",
@@ -741,6 +726,20 @@
"fieldtype": "Link",
"label": "Repair and Maintenance Account",
"options": "Account"
+ },
+ {
+ "fieldname": "section_break_28",
+ "fieldtype": "Section Break",
+ "label": "Chart of Accounts"
+ },
+ {
+ "fieldname": "hr_settings_section",
+ "fieldtype": "Section Break",
+ "label": "HR & Payroll Settings"
+ },
+ {
+ "fieldname": "column_break_26",
+ "fieldtype": "Column Break"
}
],
"icon": "fa fa-building",
@@ -748,7 +747,7 @@
"image_field": "company_logo",
"is_tree": 1,
"links": [],
- "modified": "2021-05-12 16:51:08.187233",
+ "modified": "2021-07-12 11:27:06.353860",
"modified_by": "Administrator",
"module": "Setup",
"name": "Company",
diff --git a/erpnext/templates/emails/anniversary_reminder.html b/erpnext/templates/emails/anniversary_reminder.html
new file mode 100644
index 0000000..ac9f7e4
--- /dev/null
+++ b/erpnext/templates/emails/anniversary_reminder.html
@@ -0,0 +1,25 @@
+<div class="gray-container text-center">
+ <div>
+ {% for person in anniversary_persons %}
+ {% if person.image %}
+ <img
+ class="avatar-frame standard-image"
+ src="{{ person.image }}"
+ style="{{ css_style or '' }}"
+ title="{{ person.name }}">
+ </span>
+ {% else %}
+ <span
+ class="avatar-frame standard-image"
+ style="{{ css_style or '' }}"
+ title="{{ person.name }}">
+ {{ frappe.utils.get_abbr(person.name) }}
+ </span>
+ {% endif %}
+ {% endfor %}
+ </div>
+ <div style="margin-top: 15px">
+ <span>{{ reminder_text }}</span>
+ <p class="text-muted">{{ message }}</p>
+ </div>
+</div>
\ No newline at end of file
diff --git a/erpnext/templates/emails/holiday_reminder.html b/erpnext/templates/emails/holiday_reminder.html
new file mode 100644
index 0000000..e38d27b
--- /dev/null
+++ b/erpnext/templates/emails/holiday_reminder.html
@@ -0,0 +1,16 @@
+<div>
+ <span>{{ reminder_text }}</span>
+ <p class="text-muted">{{ message }}</p>
+</div>
+
+{% if advance_holiday_reminder %}
+ {% if holidays | len > 0 %}
+ <ol>
+ {% for holiday in holidays %}
+ <li>{{ frappe.format(holiday.holiday_date, 'Date') }} - {{ holiday.description }}</li>
+ {% endfor %}
+ </ol>
+ {% else %}
+ <p>You don't have no upcoming holidays this {{ frequency }}.</p>
+ {% endif %}
+{% endif %}
diff --git a/erpnext/templates/includes/rfq/rfq_items.html b/erpnext/templates/includes/rfq/rfq_items.html
index caa15f3..04cf922 100644
--- a/erpnext/templates/includes/rfq/rfq_items.html
+++ b/erpnext/templates/includes/rfq/rfq_items.html
@@ -1,4 +1,4 @@
-{% from "erpnext/templates/includes/rfq/rfq_macros.html" import item_name_and_description %}
+{% from "templates/includes/rfq/rfq_macros.html" import item_name_and_description %}
{% for d in doc.items %}
<div class="rfq-item">
diff --git a/erpnext/templates/pages/rfq.html b/erpnext/templates/pages/rfq.html
index 6e2edb6..6516482 100644
--- a/erpnext/templates/pages/rfq.html
+++ b/erpnext/templates/pages/rfq.html
@@ -86,7 +86,7 @@
<span class="small gray">{{d.transaction_date}}</span>
</div>
</div>
- <a class="transaction-item-link" href="/quotations/{{d.name}}">Link</a>
+ <a class="transaction-item-link" href="/supplier-quotations/{{d.name}}">Link</a>
</div>
{% endfor %}
</div>
@@ -95,6 +95,4 @@
</div>
</div>
</div>
-
-
{% endblock %}