Merge branch 'develop' of https://github.com/frappe/erpnext into common-party-acc
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/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/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/doctype/tax_withholding_category/tax_withholding_category.py b/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py
index 1536a23..0cb872c 100644
--- a/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py
+++ b/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py
@@ -240,14 +240,15 @@
def get_tds_amount(ldc, parties, inv, tax_details, fiscal_year_details, tax_deducted, vouchers):
tds_amount = 0
invoice_filters = {
- 'name': ('in', vouchers),
- 'docstatus': 1
+ 'name': ('in', vouchers),
+ 'docstatus': 1,
+ 'apply_tds': 1
}
field = 'sum(net_total)'
- if not cint(tax_details.consider_party_ledger_amount):
- invoice_filters.update({'apply_tds': 1})
+ if cint(tax_details.consider_party_ledger_amount):
+ invoice_filters.pop('apply_tds', None)
field = 'sum(grand_total)'
supp_credit_amt = frappe.db.get_value('Purchase Invoice', invoice_filters, field) or 0.0
diff --git a/erpnext/accounts/doctype/tax_withholding_category/test_tax_withholding_category.py b/erpnext/accounts/doctype/tax_withholding_category/test_tax_withholding_category.py
index 1c687e5..0f921db 100644
--- a/erpnext/accounts/doctype/tax_withholding_category/test_tax_withholding_category.py
+++ b/erpnext/accounts/doctype/tax_withholding_category/test_tax_withholding_category.py
@@ -145,6 +145,36 @@
for d in invoices:
d.cancel()
+ def test_tds_calculation_on_net_total(self):
+ frappe.db.set_value("Supplier", "Test TDS Supplier4", "tax_withholding_category", "Cumulative Threshold TDS")
+ invoices = []
+
+ pi = create_purchase_invoice(supplier = "Test TDS Supplier4", rate = 20000, do_not_save=True)
+ pi.append('taxes', {
+ "category": "Total",
+ "charge_type": "Actual",
+ "account_head": '_Test Account VAT - _TC',
+ "cost_center": 'Main - _TC',
+ "tax_amount": 1000,
+ "description": "Test",
+ "add_deduct_tax": "Add"
+
+ })
+ pi.save()
+ pi.submit()
+ invoices.append(pi)
+
+ # Second Invoice will apply TDS checked
+ pi1 = create_purchase_invoice(supplier = "Test TDS Supplier4", rate = 20000)
+ pi1.submit()
+ invoices.append(pi1)
+
+ self.assertEqual(pi1.taxes[0].tax_amount, 4000)
+
+ #delete invoices to avoid clashing
+ for d in invoices:
+ d.cancel()
+
def cancel_invoices():
purchase_invoices = frappe.get_all("Purchase Invoice", {
'supplier': ['in', ['Test TDS Supplier', 'Test TDS Supplier1', 'Test TDS Supplier2']],
@@ -220,7 +250,7 @@
def create_records():
# create a new suppliers
- for name in ['Test TDS Supplier', 'Test TDS Supplier1', 'Test TDS Supplier2', 'Test TDS Supplier3']:
+ for name in ['Test TDS Supplier', 'Test TDS Supplier1', 'Test TDS Supplier2', 'Test TDS Supplier3', 'Test TDS Supplier4']:
if frappe.db.exists('Supplier', name):
continue
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 dfe26fa..55e6f04 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/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/opportunity/opportunity.js b/erpnext/crm/doctype/opportunity/opportunity.js
index 632012b..cb95881 100644
--- a/erpnext/crm/doctype/opportunity/opportunity.js
+++ b/erpnext/crm/doctype/opportunity/opportunity.js
@@ -95,9 +95,17 @@
}, __('Create'));
}
- frm.add_custom_button(__('Quotation'),
- cur_frm.cscript.create_quotation, __('Create'));
+ if (frm.doc.opportunity_from != "Customer") {
+ frm.add_custom_button(__('Customer'),
+ function() {
+ frm.trigger("make_customer")
+ }, __('Create'));
+ }
+ frm.add_custom_button(__('Quotation'),
+ function() {
+ frm.trigger("create_quotation")
+ }, __('Create'));
}
if(!frm.doc.__islocal && frm.perm[0].write && frm.doc.docstatus==0) {
@@ -195,6 +203,13 @@
frm: cur_frm
})
}
+
+ make_customer() {
+ frappe.model.open_mapped_doc({
+ method: "erpnext.crm.doctype.opportunity.opportunity.make_customer",
+ frm: cur_frm
+ })
+ }
};
extend_cscript(cur_frm.cscript, new erpnext.crm.Opportunity({frm: cur_frm}));
diff --git a/erpnext/crm/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py
index 8ce482a..a74a94a 100644
--- a/erpnext/crm/doctype/opportunity/opportunity.py
+++ b/erpnext/crm/doctype/opportunity/opportunity.py
@@ -288,6 +288,24 @@
return doclist
@frappe.whitelist()
+def make_customer(source_name, target_doc=None):
+ def set_missing_values(source, target):
+ if source.opportunity_from == "Lead":
+ target.lead_name = source.party_name
+
+ doclist = get_mapped_doc("Opportunity", source_name, {
+ "Opportunity": {
+ "doctype": "Customer",
+ "field_map": {
+ "currency": "default_currency",
+ "customer_name": "customer_name"
+ }
+ }
+ }, target_doc, set_missing_values)
+
+ return doclist
+
+@frappe.whitelist()
def make_supplier_quotation(source_name, target_doc=None):
doclist = get_mapped_doc("Opportunity", source_name, {
"Opportunity": {
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/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/selling/doctype/customer/customer.json b/erpnext/selling/doctype/customer/customer.json
index cd94ee1..0d839fc 100644
--- a/erpnext/selling/doctype/customer/customer.json
+++ b/erpnext/selling/doctype/customer/customer.json
@@ -20,6 +20,7 @@
"tax_withholding_category",
"default_bank_account",
"lead_name",
+ "opportunity_name",
"image",
"column_break0",
"account_manager",
@@ -493,6 +494,14 @@
"fieldtype": "Link",
"label": "Tax Withholding Category",
"options": "Tax Withholding Category"
+ },
+ {
+ "fieldname": "opportunity_name",
+ "fieldtype": "Link",
+ "label": "From Opportunity",
+ "no_copy": 1,
+ "options": "Opportunity",
+ "print_hide": 1
}
],
"icon": "fa fa-user",
@@ -500,7 +509,7 @@
"image_field": "image",
"index_web_pages_for_search": 1,
"links": [],
- "modified": "2021-01-28 12:54:57.258959",
+ "modified": "2021-08-25 18:56:09.929905",
"modified_by": "Administrator",
"module": "Selling",
"name": "Customer",
diff --git a/erpnext/setup/doctype/company/company.py b/erpnext/setup/doctype/company/company.py
index 45d5ce0..6dee2ad 100644
--- a/erpnext/setup/doctype/company/company.py
+++ b/erpnext/setup/doctype/company/company.py
@@ -423,11 +423,11 @@
_rename_record(d)
try:
frappe.db.auto_commit_on_many_writes = 1
- frappe.db.set_value("Company", company, "abbr", new)
for dt in ["Warehouse", "Account", "Cost Center", "Department",
"Sales Taxes and Charges Template", "Purchase Taxes and Charges Template"]:
_rename_records(dt)
frappe.db.commit()
+ frappe.db.set_value("Company", company, "abbr", new)
except Exception:
frappe.log_error(title=_('Abbreviation Rename Error'))
diff --git a/erpnext/stock/doctype/delivery_note/delivery_note.js b/erpnext/stock/doctype/delivery_note/delivery_note.js
index 36dfa6d..706ca36 100644
--- a/erpnext/stock/doctype/delivery_note/delivery_note.js
+++ b/erpnext/stock/doctype/delivery_note/delivery_note.js
@@ -356,3 +356,23 @@
dn_fields['taxes'].print_hide = 0;
}
}
+
+
+frappe.tour['Delivery Note'] = [
+ {
+ fieldname: "customer",
+ title: __("Customer"),
+ description: __("This field is used to set the 'Customer'.")
+ },
+ {
+ fieldname: "items",
+ title: __("Items"),
+ description: __("This table is used to set details about the 'Item', 'Qty', 'Basic Rate', etc.") + " " +
+ __("Different 'Source Warehouse' and 'Target Warehouse' can be set for each row.")
+ },
+ {
+ fieldname: "set_posting_time",
+ title: __("Edit Posting Date and Time"),
+ description: __("This option can be checked to edit the 'Posting Date' and 'Posting Time' fields.")
+ }
+]
diff --git a/erpnext/stock/doctype/item/item.js b/erpnext/stock/doctype/item/item.js
index c5bc9f1..c587dd5 100644
--- a/erpnext/stock/doctype/item/item.js
+++ b/erpnext/stock/doctype/item/item.js
@@ -792,4 +792,4 @@
});
}
}
-})
+});
diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.js b/erpnext/stock/doctype/stock_entry/stock_entry.js
index 908020d..8f34794 100644
--- a/erpnext/stock/doctype/stock_entry/stock_entry.js
+++ b/erpnext/stock/doctype/stock_entry/stock_entry.js
@@ -1101,3 +1101,4 @@
}
$.extend(cur_frm.cscript, new erpnext.stock.StockEntry({frm: cur_frm}));
+
diff --git a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js
index 84f65a0..aa502a4 100644
--- a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js
+++ b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js
@@ -302,3 +302,4 @@
};
cur_frm.cscript = new erpnext.stock.StockReconciliation({frm: cur_frm});
+
diff --git a/erpnext/stock/doctype/stock_settings/stock_settings.js b/erpnext/stock/doctype/stock_settings/stock_settings.js
index 48624e0..6167bec 100644
--- a/erpnext/stock/doctype/stock_settings/stock_settings.js
+++ b/erpnext/stock/doctype/stock_settings/stock_settings.js
@@ -16,36 +16,3 @@
}
});
-frappe.tour['Stock Settings'] = [
- {
- fieldname: "item_naming_by",
- title: __("Item Naming By"),
- description: __("By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a ") + "<a href='https://docs.erpnext.com/docs/user/manual/en/setting-up/settings/naming-series' target='_blank'>Naming Series</a>" + __(" choose the 'Naming Series' option."),
- },
- {
- fieldname: "default_warehouse",
- title: __("Default Warehouse"),
- description: __("Set a Default Warehouse for Inventory Transactions. This will be fetched into the Default Warehouse in the Item master.")
- },
- {
- fieldname: "allow_negative_stock",
- title: __("Allow Negative Stock"),
- description: __("This will allow stock items to be displayed in negative values. Using this option depends on your use case. With this option unchecked, the system warns before obstructing a transaction that is causing negative stock.")
-
- },
- {
- fieldname: "valuation_method",
- title: __("Valuation Method"),
- description: __("Choose between FIFO and Moving Average Valuation Methods. Click ") + "<a href='https://docs.erpnext.com/docs/user/manual/en/stock/articles/item-valuation-fifo-and-moving-average' target='_blank'>here</a>" + __(" to know more about them.")
- },
- {
- fieldname: "show_barcode_field",
- title: __("Show Barcode Field"),
- description: __("Show 'Scan Barcode' field above every child table to insert Items with ease.")
- },
- {
- fieldname: "automatically_set_serial_nos_based_on_fifo",
- title: __("Automatically Set Serial Nos based on FIFO"),
- description: __("Serial numbers for stock will be set automatically based on the Items entered based on first in first out in transactions like Purchase/Sales Invoices, Delivery Notes, etc.")
- }
-];
diff --git a/erpnext/stock/doctype/warehouse/warehouse.js b/erpnext/stock/doctype/warehouse/warehouse.js
index 9243e1e..4e1679c4 100644
--- a/erpnext/stock/doctype/warehouse/warehouse.js
+++ b/erpnext/stock/doctype/warehouse/warehouse.js
@@ -86,3 +86,4 @@
})
}
+
diff --git a/erpnext/stock/form_tour/stock_entry/stock_entry.json b/erpnext/stock/form_tour/stock_entry/stock_entry.json
new file mode 100644
index 0000000..6363c6a
--- /dev/null
+++ b/erpnext/stock/form_tour/stock_entry/stock_entry.json
@@ -0,0 +1,56 @@
+{
+ "creation": "2021-08-24 14:44:22.292652",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "idx": 0,
+ "is_standard": 1,
+ "modified": "2021-08-25 16:31:31.441194",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Stock Entry",
+ "owner": "Administrator",
+ "reference_doctype": "Stock Entry",
+ "save_on_complete": 1,
+ "steps": [
+ {
+ "description": "Select the type of Stock Entry to be made. For now, to receive stock into a warehouses select <a href=\"https://docs.erpnext.com/docs/v13/user/manual/en/stock/articles/stock-entry-purpose#2purpose-material-receipt\" target=\"_blank\">Material Receipt.</a>",
+ "field": "",
+ "fieldname": "stock_entry_type",
+ "fieldtype": "Link",
+ "has_next_condition": 1,
+ "is_table_field": 0,
+ "label": "Stock Entry Type",
+ "next_step_condition": "eval: doc.stock_entry_type === \"Material Receipt\"",
+ "parent_field": "",
+ "position": "Top",
+ "title": "Stock Entry Type"
+ },
+ {
+ "description": "Select a target warehouse where the stock will be received.",
+ "field": "",
+ "fieldname": "to_warehouse",
+ "fieldtype": "Link",
+ "has_next_condition": 1,
+ "is_table_field": 0,
+ "label": "Default Target Warehouse",
+ "next_step_condition": "eval: doc.to_warehouse",
+ "parent_field": "",
+ "position": "Top",
+ "title": "Default Target Warehouse"
+ },
+ {
+ "description": "Select an item and entry quantity to be delivered.",
+ "field": "",
+ "fieldname": "items",
+ "fieldtype": "Table",
+ "has_next_condition": 1,
+ "is_table_field": 0,
+ "label": "Items",
+ "next_step_condition": "eval: doc.items[0]?.item_code",
+ "parent_field": "",
+ "position": "Top",
+ "title": "Items"
+ }
+ ],
+ "title": "Stock Entry"
+}
\ No newline at end of file
diff --git a/erpnext/stock/form_tour/stock_reconciliation/stock_reconciliation.json b/erpnext/stock/form_tour/stock_reconciliation/stock_reconciliation.json
new file mode 100644
index 0000000..5b7fd72
--- /dev/null
+++ b/erpnext/stock/form_tour/stock_reconciliation/stock_reconciliation.json
@@ -0,0 +1,55 @@
+{
+ "creation": "2021-08-24 14:44:46.770952",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "idx": 0,
+ "is_standard": 1,
+ "modified": "2021-08-25 16:26:11.718664",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Stock Reconciliation",
+ "owner": "Administrator",
+ "reference_doctype": "Stock Reconciliation",
+ "save_on_complete": 1,
+ "steps": [
+ {
+ "description": "Set Purpose to Opening Stock to set the stock opening balance.",
+ "field": "",
+ "fieldname": "purpose",
+ "fieldtype": "Select",
+ "has_next_condition": 1,
+ "is_table_field": 0,
+ "label": "Purpose",
+ "next_step_condition": "eval: doc.purpose === \"Opening Stock\"",
+ "parent_field": "",
+ "position": "Top",
+ "title": "Purpose"
+ },
+ {
+ "description": "Select the items for which the opening stock has to be set.",
+ "field": "",
+ "fieldname": "items",
+ "fieldtype": "Table",
+ "has_next_condition": 1,
+ "is_table_field": 0,
+ "label": "Items",
+ "next_step_condition": "eval: doc.items[0]?.item_code",
+ "parent_field": "",
+ "position": "Top",
+ "title": "Items"
+ },
+ {
+ "description": "Edit the Posting Date by clicking on the Edit Posting Date and Time checkbox below.",
+ "field": "",
+ "fieldname": "posting_date",
+ "fieldtype": "Date",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Posting Date",
+ "parent_field": "",
+ "position": "Bottom",
+ "title": "Posting Date"
+ }
+ ],
+ "title": "Stock Reconciliation"
+}
\ No newline at end of file
diff --git a/erpnext/stock/form_tour/stock_settings/stock_settings.json b/erpnext/stock/form_tour/stock_settings/stock_settings.json
new file mode 100644
index 0000000..3d164e3
--- /dev/null
+++ b/erpnext/stock/form_tour/stock_settings/stock_settings.json
@@ -0,0 +1,89 @@
+{
+ "creation": "2021-08-20 15:20:59.336585",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "idx": 0,
+ "is_standard": 1,
+ "modified": "2021-08-25 16:19:37.699528",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Stock Settings",
+ "owner": "Administrator",
+ "reference_doctype": "Stock Settings",
+ "save_on_complete": 1,
+ "steps": [
+ {
+ "description": "By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a Naming Series choose the 'Naming Series' option.",
+ "field": "",
+ "fieldname": "item_naming_by",
+ "fieldtype": "Select",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Item Naming By",
+ "parent_field": "",
+ "position": "Bottom",
+ "title": "Item Naming By"
+ },
+ {
+ "description": "Set a Default Warehouse for Inventory Transactions. This will be fetched into the Default Warehouse in the Item master.",
+ "field": "",
+ "fieldname": "default_warehouse",
+ "fieldtype": "Link",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Default Warehouse",
+ "parent_field": "",
+ "position": "Bottom",
+ "title": "Default Warehouse"
+ },
+ {
+ "description": "Quality inspection is performed on the inward and outward movement of goods. Receipt and delivery transactions will be stopped or the user will be warned if the quality inspection is not performed.",
+ "field": "",
+ "fieldname": "action_if_quality_inspection_is_not_submitted",
+ "fieldtype": "Select",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Action If Quality Inspection Is Not Submitted",
+ "parent_field": "",
+ "position": "Bottom",
+ "title": "Action if Quality Inspection Is Not Submitted"
+ },
+ {
+ "description": "Serial numbers for stock will be set automatically based on the Items entered based on first in first out in transactions like Purchase/Sales Invoices, Delivery Notes, etc.",
+ "field": "",
+ "fieldname": "automatically_set_serial_nos_based_on_fifo",
+ "fieldtype": "Check",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Automatically Set Serial Nos Based on FIFO",
+ "parent_field": "",
+ "position": "Bottom",
+ "title": "Automatically Set Serial Nos based on FIFO"
+ },
+ {
+ "description": "Show 'Scan Barcode' field above every child table to insert Items with ease.",
+ "field": "",
+ "fieldname": "show_barcode_field",
+ "fieldtype": "Check",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Show Barcode Field in Stock Transactions",
+ "parent_field": "",
+ "position": "Bottom",
+ "title": "Show Barcode Field"
+ },
+ {
+ "description": "Choose between FIFO and Moving Average Valuation Methods. Click <a href=\"https://docs.erpnext.com/docs/user/manual/en/stock/articles/item-valuation-fifo-and-moving-average\" target=\"_blank\">here</a> to know more about them.",
+ "field": "",
+ "fieldname": "valuation_method",
+ "fieldtype": "Select",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Default Valuation Method",
+ "parent_field": "",
+ "position": "Bottom",
+ "title": "Default Valuation Method"
+ }
+ ],
+ "title": "Stock Settings"
+}
\ No newline at end of file
diff --git a/erpnext/stock/form_tour/warehouse/warehouse.json b/erpnext/stock/form_tour/warehouse/warehouse.json
new file mode 100644
index 0000000..23ff2ae
--- /dev/null
+++ b/erpnext/stock/form_tour/warehouse/warehouse.json
@@ -0,0 +1,54 @@
+{
+ "creation": "2021-08-24 14:43:44.465237",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "idx": 0,
+ "is_standard": 1,
+ "modified": "2021-08-24 14:50:31.988256",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Warehouse",
+ "owner": "Administrator",
+ "reference_doctype": "Warehouse",
+ "save_on_complete": 1,
+ "steps": [
+ {
+ "description": "Select a name for the warehouse. This should reflect its location or purpose.",
+ "field": "",
+ "fieldname": "warehouse_name",
+ "fieldtype": "Data",
+ "has_next_condition": 1,
+ "is_table_field": 0,
+ "label": "Warehouse Name",
+ "next_step_condition": "eval: doc.warehouse_name",
+ "parent_field": "",
+ "position": "Bottom",
+ "title": "Warehouse Name"
+ },
+ {
+ "description": "Select a warehouse type to categorize the warehouse into a sub-group.",
+ "field": "",
+ "fieldname": "warehouse_type",
+ "fieldtype": "Link",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Warehouse Type",
+ "parent_field": "",
+ "position": "Top",
+ "title": "Warehouse Type"
+ },
+ {
+ "description": "Select an account to set a default account for all transactions with this warehouse.",
+ "field": "",
+ "fieldname": "account",
+ "fieldtype": "Link",
+ "has_next_condition": 0,
+ "is_table_field": 0,
+ "label": "Account",
+ "parent_field": "",
+ "position": "Top",
+ "title": "Account"
+ }
+ ],
+ "title": "Warehouse"
+}
\ No newline at end of file
diff --git a/erpnext/stock/module_onboarding/stock/stock.json b/erpnext/stock/module_onboarding/stock/stock.json
index 8474648..c246747 100644
--- a/erpnext/stock/module_onboarding/stock/stock.json
+++ b/erpnext/stock/module_onboarding/stock/stock.json
@@ -19,32 +19,26 @@
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/stock",
"idx": 0,
"is_complete": 0,
- "modified": "2020-10-14 14:54:42.741971",
+ "modified": "2021-08-20 14:38:55.570067",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock",
"owner": "Administrator",
"steps": [
{
- "step": "Setup your Warehouse"
+ "step": "Stock Settings"
},
{
- "step": "Create a Product"
- },
- {
- "step": "Create a Supplier"
- },
- {
- "step": "Introduction to Stock Entry"
+ "step": "Create a Warehouse"
},
{
"step": "Create a Stock Entry"
},
{
- "step": "Create a Purchase Receipt"
+ "step": "Stock Opening Balance"
},
{
- "step": "Stock Settings"
+ "step": "View Stock Projected Qty"
}
],
"subtitle": "Inventory, Warehouses, Analysis, and more.",
diff --git a/erpnext/stock/onboarding_step/create_a_purchase_receipt/create_a_purchase_receipt.json b/erpnext/stock/onboarding_step/create_a_purchase_receipt/create_a_purchase_receipt.json
deleted file mode 100644
index 9012493..0000000
--- a/erpnext/stock/onboarding_step/create_a_purchase_receipt/create_a_purchase_receipt.json
+++ /dev/null
@@ -1,19 +0,0 @@
-{
- "action": "Create Entry",
- "creation": "2020-05-19 18:59:13.266713",
- "docstatus": 0,
- "doctype": "Onboarding Step",
- "idx": 0,
- "is_complete": 0,
- "is_mandatory": 0,
- "is_single": 0,
- "is_skipped": 0,
- "modified": "2020-10-14 14:53:25.618434",
- "modified_by": "Administrator",
- "name": "Create a Purchase Receipt",
- "owner": "Administrator",
- "reference_document": "Purchase Receipt",
- "show_full_form": 1,
- "title": "Create a Purchase Receipt",
- "validate_action": 1
-}
\ No newline at end of file
diff --git a/erpnext/stock/onboarding_step/create_a_stock_entry/create_a_stock_entry.json b/erpnext/stock/onboarding_step/create_a_stock_entry/create_a_stock_entry.json
index 09902b8..3cb522c 100644
--- a/erpnext/stock/onboarding_step/create_a_stock_entry/create_a_stock_entry.json
+++ b/erpnext/stock/onboarding_step/create_a_stock_entry/create_a_stock_entry.json
@@ -1,19 +1,21 @@
{
"action": "Create Entry",
+ "action_label": "Create a Material Transfer Entry",
"creation": "2020-05-15 03:20:16.277043",
+ "description": "# Manage Stock Movements\nStock entry allows you to register the movement of stock for various purposes like transfer, received, issues, repacked, etc. To address issues related to theft and pilferages, you can always ensure that the movement of goods happens against a document reference Stock Entry in ERPNext.\n\nLet\u2019s get a quick walk-through on the various scenarios covered in Stock Entry by watching [*this video*](https://www.youtube.com/watch?v=Njt107hlY3I).",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
- "is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
- "modified": "2020-10-14 14:53:00.105905",
+ "modified": "2021-06-18 13:57:11.434063",
"modified_by": "Administrator",
"name": "Create a Stock Entry",
"owner": "Administrator",
"reference_document": "Stock Entry",
+ "show_form_tour": 1,
"show_full_form": 1,
- "title": "Create a Stock Entry",
+ "title": "Manage Stock Movements",
"validate_action": 1
}
\ No newline at end of file
diff --git a/erpnext/stock/onboarding_step/create_a_supplier/create_a_supplier.json b/erpnext/stock/onboarding_step/create_a_supplier/create_a_supplier.json
index ef61fa3..49efe57 100644
--- a/erpnext/stock/onboarding_step/create_a_supplier/create_a_supplier.json
+++ b/erpnext/stock/onboarding_step/create_a_supplier/create_a_supplier.json
@@ -1,18 +1,19 @@
{
- "action": "Create Entry",
+ "action": "Show Form Tour",
"creation": "2020-05-14 22:09:10.043554",
+ "description": "# Create a Supplier\nIn this step we will create a **Supplier**. If you have already created a **Supplier** you can skip this step.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
- "is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
- "modified": "2020-10-14 14:53:00.120455",
+ "modified": "2021-05-17 16:37:37.697077",
"modified_by": "Administrator",
"name": "Create a Supplier",
"owner": "Administrator",
"reference_document": "Supplier",
+ "show_form_tour": 0,
"show_full_form": 0,
"title": "Create a Supplier",
"validate_action": 1
diff --git a/erpnext/stock/onboarding_step/create_a_warehouse/create_a_warehouse.json b/erpnext/stock/onboarding_step/create_a_warehouse/create_a_warehouse.json
new file mode 100644
index 0000000..22c88bf
--- /dev/null
+++ b/erpnext/stock/onboarding_step/create_a_warehouse/create_a_warehouse.json
@@ -0,0 +1,21 @@
+{
+ "action": "Create Entry",
+ "action_label": "Let\u2019s create your first warehouse ",
+ "creation": "2021-05-17 16:13:19.297789",
+ "description": "# Setup a Warehouse\nThe warehouse can be your location/godown/store where you maintain the item's inventory, and receive/deliver them to various parties.\n\nIn ERPNext, you can maintain a Warehouse in the tree structure, so that location and sub-location of an item can be tracked. Also, you can link a Warehouse to a specific Accounting ledger, where the real-time stock value of that warehouse\u2019s item will be reflected.",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2021-08-18 12:23:36.675572",
+ "modified_by": "Administrator",
+ "name": "Create a Warehouse",
+ "owner": "Administrator",
+ "reference_document": "Warehouse",
+ "show_form_tour": 1,
+ "show_full_form": 1,
+ "title": "Setup a Warehouse",
+ "validate_action": 1
+}
\ No newline at end of file
diff --git a/erpnext/stock/onboarding_step/create_an_item/create_an_item.json b/erpnext/stock/onboarding_step/create_an_item/create_an_item.json
new file mode 100644
index 0000000..016cbd5
--- /dev/null
+++ b/erpnext/stock/onboarding_step/create_an_item/create_an_item.json
@@ -0,0 +1,22 @@
+{
+ "action": "Create Entry",
+ "action_label": "",
+ "creation": "2021-05-17 13:47:18.515052",
+ "description": "# Create an Item\nThe Stock module deals with the movement of items.\n\nIn this step we will create an [**Item**](https://docs.erpnext.com/docs/user/manual/en/stock/item).",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "intro_video_url": "",
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2021-05-18 16:15:20.695028",
+ "modified_by": "Administrator",
+ "name": "Create an Item",
+ "owner": "Administrator",
+ "reference_document": "Item",
+ "show_form_tour": 1,
+ "show_full_form": 1,
+ "title": "Create an Item",
+ "validate_action": 1
+}
\ No newline at end of file
diff --git a/erpnext/stock/onboarding_step/introduction_to_stock_entry/introduction_to_stock_entry.json b/erpnext/stock/onboarding_step/introduction_to_stock_entry/introduction_to_stock_entry.json
index 212e505..384950e 100644
--- a/erpnext/stock/onboarding_step/introduction_to_stock_entry/introduction_to_stock_entry.json
+++ b/erpnext/stock/onboarding_step/introduction_to_stock_entry/introduction_to_stock_entry.json
@@ -1,17 +1,18 @@
{
"action": "Watch Video",
"creation": "2020-05-15 02:47:17.958806",
+ "description": "# Introduction to Stock Entry\nThis video will give a quick introduction to [**Stock Entry**](https://docs.erpnext.com/docs/user/manual/en/stock/stock-entry).",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
- "is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
- "modified": "2020-10-14 14:53:00.075177",
+ "modified": "2021-05-18 15:13:43.306064",
"modified_by": "Administrator",
"name": "Introduction to Stock Entry",
"owner": "Administrator",
+ "show_form_tour": 0,
"show_full_form": 0,
"title": "Introduction to Stock Entry",
"validate_action": 1,
diff --git a/erpnext/stock/onboarding_step/setup_your_warehouse/setup_your_warehouse.json b/erpnext/stock/onboarding_step/setup_your_warehouse/setup_your_warehouse.json
index 75940ed..5d33a64 100644
--- a/erpnext/stock/onboarding_step/setup_your_warehouse/setup_your_warehouse.json
+++ b/erpnext/stock/onboarding_step/setup_your_warehouse/setup_your_warehouse.json
@@ -5,15 +5,15 @@
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
- "is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
- "modified": "2020-10-14 14:53:25.538900",
+ "modified": "2021-05-17 13:53:06.936579",
"modified_by": "Administrator",
"name": "Setup your Warehouse",
"owner": "Administrator",
"path": "Tree/Warehouse",
"reference_document": "Warehouse",
+ "show_form_tour": 0,
"show_full_form": 0,
"title": "Set up your Warehouse",
"validate_action": 1
diff --git a/erpnext/stock/onboarding_step/stock_opening_balance/stock_opening_balance.json b/erpnext/stock/onboarding_step/stock_opening_balance/stock_opening_balance.json
new file mode 100644
index 0000000..48fd1fd
--- /dev/null
+++ b/erpnext/stock/onboarding_step/stock_opening_balance/stock_opening_balance.json
@@ -0,0 +1,22 @@
+{
+ "action": "Create Entry",
+ "action_label": "Let\u2019s create a stock opening entry",
+ "creation": "2021-05-17 16:13:47.511883",
+ "description": "# Update Stock Opening Balance\nIt\u2019s an entry to update the stock balance of an item, in a warehouse, on a date and time you are going live on ERPNext.\n\nOnce opening stocks are updated, you can create transactions like manufacturing and stock deliveries, where this opening stock will be consumed.",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2021-06-18 13:59:36.021097",
+ "modified_by": "Administrator",
+ "name": "Stock Opening Balance",
+ "owner": "Administrator",
+ "reference_document": "Stock Reconciliation",
+ "show_form_tour": 1,
+ "show_full_form": 1,
+ "title": "Update Stock Opening Balance",
+ "validate_action": 1,
+ "video_url": "https://www.youtube.com/watch?v=nlHX0ZZ84Lw"
+}
\ No newline at end of file
diff --git a/erpnext/stock/onboarding_step/stock_settings/stock_settings.json b/erpnext/stock/onboarding_step/stock_settings/stock_settings.json
index ae34afa..2cf90e8 100644
--- a/erpnext/stock/onboarding_step/stock_settings/stock_settings.json
+++ b/erpnext/stock/onboarding_step/stock_settings/stock_settings.json
@@ -1,19 +1,21 @@
{
"action": "Show Form Tour",
+ "action_label": "Take a walk through Stock Settings",
"creation": "2020-05-15 02:53:57.209967",
+ "description": "# Review Stock Settings\n\nIn ERPNext, the Stock module\u2019s features are configurable as per your business needs. Stock Settings is the place where you can set your preferences for:\n- Default values for Item and Pricing\n- Default valuation method for inventory valuation\n- Set preference for serialization and batching of item\n- Set tolerance for over-receipt and delivery of items",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
- "is_mandatory": 0,
"is_single": 1,
"is_skipped": 0,
- "modified": "2020-10-14 14:53:00.092504",
+ "modified": "2021-08-18 12:06:51.139387",
"modified_by": "Administrator",
"name": "Stock Settings",
"owner": "Administrator",
"reference_document": "Stock Settings",
+ "show_form_tour": 0,
"show_full_form": 0,
- "title": "Explore Stock Settings",
+ "title": "Review Stock Settings",
"validate_action": 1
}
\ No newline at end of file
diff --git a/erpnext/stock/onboarding_step/view_stock_projected_qty/view_stock_projected_qty.json b/erpnext/stock/onboarding_step/view_stock_projected_qty/view_stock_projected_qty.json
new file mode 100644
index 0000000..e684780
--- /dev/null
+++ b/erpnext/stock/onboarding_step/view_stock_projected_qty/view_stock_projected_qty.json
@@ -0,0 +1,24 @@
+{
+ "action": "View Report",
+ "action_label": "Check Stock Projected Qty",
+ "creation": "2021-08-20 14:38:41.649103",
+ "description": "# Check Stock Reports\nBased on the various stock transactions, you can get a host of one-click Stock Reports in ERPNext like Stock Ledger, Stock Balance, Projected Quantity, and Ageing analysis.",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2021-08-20 14:38:41.649103",
+ "modified_by": "Administrator",
+ "name": "View Stock Projected Qty",
+ "owner": "Administrator",
+ "reference_report": "Stock Projected Qty",
+ "report_description": "You can set the filters to narrow the results, then click on Generate New Report to see the updated report.",
+ "report_reference_doctype": "Item",
+ "report_type": "Script Report",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Check Stock Projected Qty",
+ "validate_action": 1
+}
\ No newline at end of file
diff --git a/erpnext/stock/onboarding_step/view_warehouses/view_warehouses.json b/erpnext/stock/onboarding_step/view_warehouses/view_warehouses.json
new file mode 100644
index 0000000..c46c4bd
--- /dev/null
+++ b/erpnext/stock/onboarding_step/view_warehouses/view_warehouses.json
@@ -0,0 +1,20 @@
+{
+ "action": "Go to Page",
+ "creation": "2021-05-17 16:12:43.427579",
+ "description": "# View Warehouse\nIn ERPNext the term 'warehouse' can be thought of as a storage location.\n\nWarehouses are arranged in ERPNext in a tree like structure, where multiple sub-warehouses can be grouped under a single warehouse.\n\nIn this step we will view the [**Warehouse Tree**](https://docs.erpnext.com/docs/user/manual/en/stock/warehouse#21-tree-view) to view the [**Warehouses**](https://docs.erpnext.com/docs/user/manual/en/stock/warehouse) that are set by default.",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2021-05-18 15:04:41.198413",
+ "modified_by": "Administrator",
+ "name": "View Warehouses",
+ "owner": "Administrator",
+ "path": "Tree/Warehouse",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "View Warehouses",
+ "validate_action": 1
+}
\ No newline at end of file
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 %}