Merge branch 'shopping-cart' of https://github.com/frappe/erpnext into rebrand-ui
diff --git a/erpnext/accounts/doctype/account/test_account.py b/erpnext/accounts/doctype/account/test_account.py
index 0605d89..113bea0 100644
--- a/erpnext/accounts/doctype/account/test_account.py
+++ b/erpnext/accounts/doctype/account/test_account.py
@@ -172,7 +172,7 @@
frappe.delete_doc("Account", doc)
-def _make_test_records(verbose):
+def _make_test_records(verbose=None):
from frappe.test_runner import make_test_objects
accounts = [
diff --git a/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.js b/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.js
index 9a6c389..65c5ff1 100644
--- a/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.js
+++ b/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.js
@@ -2,7 +2,6 @@
// For license information, please see license.txt
frappe.ui.form.on('Accounting Dimension', {
-
refresh: function(frm) {
frm.set_query('document_type', () => {
let invalid_doctypes = frappe.model.core_doctypes_list;
diff --git a/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py b/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py
index f888d9e..52e9ff8 100644
--- a/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py
+++ b/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py
@@ -203,7 +203,7 @@
return all_dimensions
@frappe.whitelist()
-def get_dimension_filters():
+def get_dimensions(with_cost_center_and_project=False):
dimension_filters = frappe.db.sql("""
SELECT label, fieldname, document_type
FROM `tabAccounting Dimension`
@@ -214,6 +214,18 @@
FROM `tabAccounting Dimension Detail` c, `tabAccounting Dimension` p
WHERE c.parent = p.name""", as_dict=1)
+ if with_cost_center_and_project:
+ dimension_filters.extend([
+ {
+ 'fieldname': 'cost_center',
+ 'document_type': 'Cost Center'
+ },
+ {
+ 'fieldname': 'project',
+ 'document_type': 'Project'
+ }
+ ])
+
default_dimensions_map = {}
for dimension in default_dimensions:
default_dimensions_map.setdefault(dimension.company, {})
diff --git a/erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py b/erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py
index 104880f..fc1d7e3 100644
--- a/erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py
+++ b/erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py
@@ -11,37 +11,7 @@
class TestAccountingDimension(unittest.TestCase):
def setUp(self):
- frappe.set_user("Administrator")
-
- if not frappe.db.exists("Accounting Dimension", {"document_type": "Department"}):
- dimension = frappe.get_doc({
- "doctype": "Accounting Dimension",
- "document_type": "Department",
- }).insert()
- else:
- dimension1 = frappe.get_doc("Accounting Dimension", "Department")
- dimension1.disabled = 0
- dimension1.save()
-
- if not frappe.db.exists("Accounting Dimension", {"document_type": "Location"}):
- dimension1 = frappe.get_doc({
- "doctype": "Accounting Dimension",
- "document_type": "Location",
- })
-
- dimension1.append("dimension_defaults", {
- "company": "_Test Company",
- "reference_document": "Location",
- "default_dimension": "Block 1",
- "mandatory_for_bs": 1
- })
-
- dimension1.insert()
- dimension1.save()
- else:
- dimension1 = frappe.get_doc("Accounting Dimension", "Location")
- dimension1.disabled = 0
- dimension1.save()
+ create_dimension()
def test_dimension_against_sales_invoice(self):
si = create_sales_invoice(do_not_save=1)
@@ -101,6 +71,38 @@
def tearDown(self):
disable_dimension()
+def create_dimension():
+ frappe.set_user("Administrator")
+
+ if not frappe.db.exists("Accounting Dimension", {"document_type": "Department"}):
+ frappe.get_doc({
+ "doctype": "Accounting Dimension",
+ "document_type": "Department",
+ }).insert()
+ else:
+ dimension = frappe.get_doc("Accounting Dimension", "Department")
+ dimension.disabled = 0
+ dimension.save()
+
+ if not frappe.db.exists("Accounting Dimension", {"document_type": "Location"}):
+ dimension1 = frappe.get_doc({
+ "doctype": "Accounting Dimension",
+ "document_type": "Location",
+ })
+
+ dimension1.append("dimension_defaults", {
+ "company": "_Test Company",
+ "reference_document": "Location",
+ "default_dimension": "Block 1",
+ "mandatory_for_bs": 1
+ })
+
+ dimension1.insert()
+ dimension1.save()
+ else:
+ dimension1 = frappe.get_doc("Accounting Dimension", "Location")
+ dimension1.disabled = 0
+ dimension1.save()
def disable_dimension():
dimension1 = frappe.get_doc("Accounting Dimension", "Department")
diff --git a/erpnext/accounts/doctype/accounting_dimension_filter/__init__.py b/erpnext/accounts/doctype/accounting_dimension_filter/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/accounts/doctype/accounting_dimension_filter/__init__.py
diff --git a/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.js b/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.js
new file mode 100644
index 0000000..74b7b51
--- /dev/null
+++ b/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.js
@@ -0,0 +1,82 @@
+// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Accounting Dimension Filter', {
+ refresh: function(frm, cdt, cdn) {
+ if (frm.doc.accounting_dimension) {
+ frm.set_df_property('dimensions', 'label', frm.doc.accounting_dimension, cdn, 'dimension_value');
+ }
+
+ let help_content =
+ `<table class="table table-bordered" style="background-color: #f9f9f9;">
+ <tr><td>
+ <p>
+ <i class="fa fa-hand-right"></i>
+ {{__('Note: On checking Is Mandatory the accounting dimension will become mandatory against that specific account for all accounting transactions')}}
+ </p>
+ </td></tr>
+ </table>`;
+
+ frm.set_df_property('dimension_filter_help', 'options', help_content);
+ },
+ onload: function(frm) {
+ frm.set_query('applicable_on_account', 'accounts', function() {
+ return {
+ filters: {
+ 'company': frm.doc.company
+ }
+ };
+ });
+
+ frappe.db.get_list('Accounting Dimension',
+ {fields: ['document_type']}).then((res) => {
+ let options = ['Cost Center', 'Project'];
+
+ res.forEach((dimension) => {
+ options.push(dimension.document_type);
+ });
+
+ frm.set_df_property('accounting_dimension', 'options', options);
+ });
+
+ frm.trigger('setup_filters');
+ },
+
+ setup_filters: function(frm) {
+ let filters = {};
+
+ if (frm.doc.accounting_dimension) {
+ frappe.model.with_doctype(frm.doc.accounting_dimension, function() {
+ if (frappe.model.is_tree(frm.doc.accounting_dimension)) {
+ filters['is_group'] = 0;
+ }
+
+ if (frappe.meta.has_field(frm.doc.accounting_dimension, 'company')) {
+ filters['company'] = frm.doc.company;
+ }
+
+ frm.set_query('dimension_value', 'dimensions', function() {
+ return {
+ filters: filters
+ };
+ });
+ });
+ }
+ },
+
+ accounting_dimension: function(frm) {
+ frm.clear_table("dimensions");
+ let row = frm.add_child("dimensions");
+ row.accounting_dimension = frm.doc.accounting_dimension;
+ frm.refresh_field("dimensions");
+ frm.trigger('setup_filters');
+ },
+});
+
+frappe.ui.form.on('Allowed Dimension', {
+ dimensions_add: function(frm, cdt, cdn) {
+ let row = locals[cdt][cdn];
+ row.accounting_dimension = frm.doc.accounting_dimension;
+ frm.refresh_field("dimensions");
+ }
+});
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.json b/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.json
new file mode 100644
index 0000000..c0327ad
--- /dev/null
+++ b/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.json
@@ -0,0 +1,134 @@
+{
+ "actions": [],
+ "autoname": "format:{accounting_dimension}-{#####}",
+ "creation": "2020-11-08 18:28:11.906146",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "accounting_dimension",
+ "disabled",
+ "column_break_2",
+ "company",
+ "allow_or_restrict",
+ "section_break_4",
+ "accounts",
+ "column_break_6",
+ "dimensions",
+ "section_break_10",
+ "dimension_filter_help"
+ ],
+ "fields": [
+ {
+ "fieldname": "accounting_dimension",
+ "fieldtype": "Select",
+ "in_list_view": 1,
+ "label": "Accounting Dimension",
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "column_break_2",
+ "fieldtype": "Column Break",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "section_break_4",
+ "fieldtype": "Section Break",
+ "hide_border": 1,
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "column_break_6",
+ "fieldtype": "Column Break",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "allow_or_restrict",
+ "fieldtype": "Select",
+ "label": "Allow Or Restrict Dimension",
+ "options": "Allow\nRestrict",
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "accounts",
+ "fieldtype": "Table",
+ "label": "Applicable On Account",
+ "options": "Applicable On Account",
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "depends_on": "eval:doc.accounting_dimension",
+ "fieldname": "dimensions",
+ "fieldtype": "Table",
+ "label": "Applicable Dimension",
+ "options": "Allowed Dimension",
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "default": "0",
+ "fieldname": "disabled",
+ "fieldtype": "Check",
+ "label": "Disabled",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "label": "Company",
+ "options": "Company",
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "dimension_filter_help",
+ "fieldtype": "HTML",
+ "label": "Dimension Filter Help",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "section_break_10",
+ "fieldtype": "Section Break",
+ "show_days": 1,
+ "show_seconds": 1
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2020-12-16 15:27:23.659285",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Accounting Dimension Filter",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "share": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.py b/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.py
new file mode 100644
index 0000000..6aef9ca
--- /dev/null
+++ b/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.py
@@ -0,0 +1,61 @@
+# -*- coding: utf-8 -*-
+# Copyright, (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _, scrub
+from frappe.model.document import Document
+
+class AccountingDimensionFilter(Document):
+ def validate(self):
+ self.validate_applicable_accounts()
+
+ def validate_applicable_accounts(self):
+ accounts = frappe.db.sql(
+ """
+ SELECT a.applicable_on_account as account
+ FROM `tabApplicable On Account` a, `tabAccounting Dimension Filter` d
+ WHERE d.name = a.parent
+ and d.name != %s
+ and d.accounting_dimension = %s
+ """, (self.name, self.accounting_dimension), as_dict=1)
+
+ account_list = [d.account for d in accounts]
+
+ for account in self.get('accounts'):
+ if account.applicable_on_account in account_list:
+ frappe.throw(_("Row {0}: {1} account already applied for Accounting Dimension {2}").format(
+ account.idx, frappe.bold(account.applicable_on_account), frappe.bold(self.accounting_dimension)))
+
+def get_dimension_filter_map():
+ filters = frappe.db.sql("""
+ SELECT
+ a.applicable_on_account, d.dimension_value, p.accounting_dimension,
+ p.allow_or_restrict, a.is_mandatory
+ FROM
+ `tabApplicable On Account` a, `tabAllowed Dimension` d,
+ `tabAccounting Dimension Filter` p
+ WHERE
+ p.name = a.parent
+ AND p.disabled = 0
+ AND p.name = d.parent
+ """, as_dict=1)
+
+ dimension_filter_map = {}
+
+ for f in filters:
+ f.fieldname = scrub(f.accounting_dimension)
+
+ build_map(dimension_filter_map, f.fieldname, f.applicable_on_account, f.dimension_value,
+ f.allow_or_restrict, f.is_mandatory)
+
+ return dimension_filter_map
+
+def build_map(map_object, dimension, account, filter_value, allow_or_restrict, is_mandatory):
+ map_object.setdefault((dimension, account), {
+ 'allowed_dimensions': [],
+ 'is_mandatory': is_mandatory,
+ 'allow_or_restrict': allow_or_restrict
+ })
+ map_object[(dimension, account)]['allowed_dimensions'].append(filter_value)
diff --git a/erpnext/accounts/doctype/accounting_dimension_filter/test_accounting_dimension_filter.py b/erpnext/accounts/doctype/accounting_dimension_filter/test_accounting_dimension_filter.py
new file mode 100644
index 0000000..7877abd
--- /dev/null
+++ b/erpnext/accounts/doctype/accounting_dimension_filter/test_accounting_dimension_filter.py
@@ -0,0 +1,99 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
+from erpnext.accounts.doctype.accounting_dimension.test_accounting_dimension import create_dimension, disable_dimension
+from erpnext.exceptions import InvalidAccountDimensionError, MandatoryAccountDimensionError
+
+class TestAccountingDimensionFilter(unittest.TestCase):
+ def setUp(self):
+ create_dimension()
+ create_accounting_dimension_filter()
+ self.invoice_list = []
+
+ def test_allowed_dimension_validation(self):
+ si = create_sales_invoice(do_not_save=1)
+ si.items[0].cost_center = 'Main - _TC'
+ si.department = 'Accounts - _TC'
+ si.location = 'Block 1'
+ si.save()
+
+ self.assertRaises(InvalidAccountDimensionError, si.submit)
+ self.invoice_list.append(si)
+
+ def test_mandatory_dimension_validation(self):
+ si = create_sales_invoice(do_not_save=1)
+ si.department = ''
+ si.location = 'Block 1'
+
+ # Test with no department for Sales Account
+ si.items[0].department = ''
+ si.items[0].cost_center = '_Test Cost Center 2 - _TC'
+ si.save()
+
+ self.assertRaises(MandatoryAccountDimensionError, si.submit)
+ self.invoice_list.append(si)
+
+ def tearDown(self):
+ disable_dimension_filter()
+ disable_dimension()
+
+ for si in self.invoice_list:
+ si.load_from_db()
+ if si.docstatus == 1:
+ si.cancel()
+
+def create_accounting_dimension_filter():
+ if not frappe.db.get_value('Accounting Dimension Filter',
+ {'accounting_dimension': 'Cost Center'}):
+ frappe.get_doc({
+ 'doctype': 'Accounting Dimension Filter',
+ 'accounting_dimension': 'Cost Center',
+ 'allow_or_restrict': 'Allow',
+ 'company': '_Test Company',
+ 'accounts': [{
+ 'applicable_on_account': 'Sales - _TC',
+ }],
+ 'dimensions': [{
+ 'accounting_dimension': 'Cost Center',
+ 'dimension_value': '_Test Cost Center 2 - _TC'
+ }]
+ }).insert()
+ else:
+ doc = frappe.get_doc('Accounting Dimension Filter', {'accounting_dimension': 'Cost Center'})
+ doc.disabled = 0
+ doc.save()
+
+ if not frappe.db.get_value('Accounting Dimension Filter',
+ {'accounting_dimension': 'Department'}):
+ frappe.get_doc({
+ 'doctype': 'Accounting Dimension Filter',
+ 'accounting_dimension': 'Department',
+ 'allow_or_restrict': 'Allow',
+ 'company': '_Test Company',
+ 'accounts': [{
+ 'applicable_on_account': 'Sales - _TC',
+ 'is_mandatory': 1
+ }],
+ 'dimensions': [{
+ 'accounting_dimension': 'Department',
+ 'dimension_value': 'Accounts - _TC'
+ }]
+ }).insert()
+ else:
+ doc = frappe.get_doc('Accounting Dimension Filter', {'accounting_dimension': 'Department'})
+ doc.disabled = 0
+ doc.save()
+
+def disable_dimension_filter():
+ doc = frappe.get_doc('Accounting Dimension Filter', {'accounting_dimension': 'Cost Center'})
+ doc.disabled = 1
+ doc.save()
+
+ doc = frappe.get_doc('Accounting Dimension Filter', {'accounting_dimension': 'Department'})
+ doc.disabled = 1
+ doc.save()
diff --git a/erpnext/accounts/doctype/allowed_dimension/__init__.py b/erpnext/accounts/doctype/allowed_dimension/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/accounts/doctype/allowed_dimension/__init__.py
diff --git a/erpnext/accounts/doctype/allowed_dimension/allowed_dimension.json b/erpnext/accounts/doctype/allowed_dimension/allowed_dimension.json
new file mode 100644
index 0000000..7fe2a3c
--- /dev/null
+++ b/erpnext/accounts/doctype/allowed_dimension/allowed_dimension.json
@@ -0,0 +1,43 @@
+{
+ "actions": [],
+ "creation": "2020-11-08 18:22:36.001131",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "accounting_dimension",
+ "dimension_value"
+ ],
+ "fields": [
+ {
+ "fieldname": "accounting_dimension",
+ "fieldtype": "Link",
+ "label": "Accounting Dimension",
+ "options": "DocType",
+ "read_only": 1,
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "dimension_value",
+ "fieldtype": "Dynamic Link",
+ "in_list_view": 1,
+ "options": "accounting_dimension",
+ "show_days": 1,
+ "show_seconds": 1
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2020-11-23 09:56:19.744200",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Allowed Dimension",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/allowed_dimension/allowed_dimension.py b/erpnext/accounts/doctype/allowed_dimension/allowed_dimension.py
new file mode 100644
index 0000000..c2afc1a
--- /dev/null
+++ b/erpnext/accounts/doctype/allowed_dimension/allowed_dimension.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+# import frappe
+from frappe.model.document import Document
+
+class AllowedDimension(Document):
+ pass
diff --git a/erpnext/accounts/doctype/applicable_on_account/__init__.py b/erpnext/accounts/doctype/applicable_on_account/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/accounts/doctype/applicable_on_account/__init__.py
diff --git a/erpnext/accounts/doctype/applicable_on_account/applicable_on_account.json b/erpnext/accounts/doctype/applicable_on_account/applicable_on_account.json
new file mode 100644
index 0000000..95e98d0
--- /dev/null
+++ b/erpnext/accounts/doctype/applicable_on_account/applicable_on_account.json
@@ -0,0 +1,46 @@
+{
+ "actions": [],
+ "creation": "2020-11-08 18:20:00.944449",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "applicable_on_account",
+ "is_mandatory"
+ ],
+ "fields": [
+ {
+ "fieldname": "applicable_on_account",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Accounts",
+ "options": "Account",
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "columns": 2,
+ "default": "0",
+ "fieldname": "is_mandatory",
+ "fieldtype": "Check",
+ "in_list_view": 1,
+ "label": "Is Mandatory",
+ "show_days": 1,
+ "show_seconds": 1
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2020-11-22 19:55:13.324136",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Applicable On Account",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/applicable_on_account/applicable_on_account.py b/erpnext/accounts/doctype/applicable_on_account/applicable_on_account.py
new file mode 100644
index 0000000..0fccaf3
--- /dev/null
+++ b/erpnext/accounts/doctype/applicable_on_account/applicable_on_account.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+# import frappe
+from frappe.model.document import Document
+
+class ApplicableOnAccount(Document):
+ pass
diff --git a/erpnext/accounts/doctype/bank/bank.js b/erpnext/accounts/doctype/bank/bank.js
index de9498e..49b2b18 100644
--- a/erpnext/accounts/doctype/bank/bank.js
+++ b/erpnext/accounts/doctype/bank/bank.js
@@ -1,5 +1,6 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
+frappe.provide('erpnext.integrations');
frappe.ui.form.on('Bank', {
onload: function(frm) {
@@ -20,7 +21,12 @@
frm.set_df_property('address_and_contact', 'hidden', 0);
frappe.contacts.render_address_and_contact(frm);
}
- },
+ if (frm.doc.plaid_access_token) {
+ frm.add_custom_button(__('Refresh Plaid Link'), () => {
+ new erpnext.integrations.refreshPlaidLink(frm.doc.plaid_access_token);
+ });
+ }
+ }
});
@@ -40,4 +46,79 @@
frm.doc.name).options = options;
frm.fields_dict.bank_transaction_mapping.grid.refresh();
-};
\ No newline at end of file
+};
+
+erpnext.integrations.refreshPlaidLink = class refreshPlaidLink {
+ constructor(access_token) {
+ this.access_token = access_token;
+ this.plaidUrl = 'https://cdn.plaid.com/link/v2/stable/link-initialize.js';
+ this.init_config();
+ }
+
+ async init_config() {
+ this.plaid_env = await frappe.db.get_single_value('Plaid Settings', 'plaid_env');
+ this.token = await this.get_link_token_for_update();
+ this.init_plaid();
+ }
+
+ async get_link_token_for_update() {
+ const token = frappe.xcall(
+ 'erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.get_link_token_for_update',
+ { access_token: this.access_token }
+ )
+ if (!token) {
+ frappe.throw(__('Cannot retrieve link token for update. Check Error Log for more information'));
+ }
+ return token;
+ }
+
+ init_plaid() {
+ const me = this;
+ me.loadScript(me.plaidUrl)
+ .then(() => {
+ me.onScriptLoaded(me);
+ })
+ .then(() => {
+ if (me.linkHandler) {
+ me.linkHandler.open();
+ }
+ })
+ .catch((error) => {
+ me.onScriptError(error);
+ });
+ }
+
+ loadScript(src) {
+ return new Promise(function (resolve, reject) {
+ if (document.querySelector("script[src='" + src + "']")) {
+ resolve();
+ return;
+ }
+ const el = document.createElement('script');
+ el.type = 'text/javascript';
+ el.async = true;
+ el.src = src;
+ el.addEventListener('load', resolve);
+ el.addEventListener('error', reject);
+ el.addEventListener('abort', reject);
+ document.head.appendChild(el);
+ });
+ }
+
+ onScriptLoaded(me) {
+ me.linkHandler = Plaid.create({
+ env: me.plaid_env,
+ token: me.token,
+ onSuccess: me.plaid_success
+ });
+ }
+
+ onScriptError(error) {
+ frappe.msgprint(__("There was an issue connecting to Plaid's authentication server. Check browser console for more information"));
+ console.log(error);
+ }
+
+ plaid_success(token, response) {
+ frappe.show_alert({ message: __('Plaid Link Updated'), indicator: 'green' });
+ }
+};
diff --git a/erpnext/accounts/doctype/budget/budget.js b/erpnext/accounts/doctype/budget/budget.js
index cadf1e7..e162e32 100644
--- a/erpnext/accounts/doctype/budget/budget.js
+++ b/erpnext/accounts/doctype/budget/budget.js
@@ -1,24 +1,9 @@
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
+frappe.provide("erpnext.accounts.dimensions");
frappe.ui.form.on('Budget', {
onload: function(frm) {
- frm.set_query("cost_center", function() {
- return {
- filters: {
- company: frm.doc.company
- }
- }
- })
-
- frm.set_query("project", function() {
- return {
- filters: {
- company: frm.doc.company
- }
- }
- })
-
frm.set_query("account", "accounts", function() {
return {
filters: {
@@ -26,16 +11,18 @@
report_type: "Profit and Loss",
is_group: 0
}
- }
- })
-
+ };
+ });
+
frm.set_query("monthly_distribution", function() {
return {
filters: {
fiscal_year: frm.doc.fiscal_year
}
- }
- })
+ };
+ });
+
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
refresh: function(frm) {
diff --git a/erpnext/accounts/doctype/budget/test_budget.py b/erpnext/accounts/doctype/budget/test_budget.py
index 0f115f9..c5ec23c 100644
--- a/erpnext/accounts/doctype/budget/test_budget.py
+++ b/erpnext/accounts/doctype/budget/test_budget.py
@@ -122,8 +122,10 @@
frappe.db.set_value("Budget", budget.name, "action_if_accumulated_monthly_budget_exceeded", "Stop")
+ project = frappe.get_value("Project", {"project_name": "_Test Project"})
+
jv = make_journal_entry("_Test Account Cost for Goods Sold - _TC",
- "_Test Bank - _TC", 40000, "_Test Cost Center - _TC", project="_Test Project", posting_date=nowdate())
+ "_Test Bank - _TC", 40000, "_Test Cost Center - _TC", project=project, posting_date=nowdate())
self.assertRaises(BudgetError, jv.submit)
@@ -147,8 +149,11 @@
budget = make_budget(budget_against="Project")
+ project = frappe.get_value("Project", {"project_name": "_Test Project"})
+
jv = make_journal_entry("_Test Account Cost for Goods Sold - _TC",
- "_Test Bank - _TC", 250000, "_Test Cost Center - _TC", project="_Test Project", posting_date=nowdate())
+ "_Test Bank - _TC", 250000, "_Test Cost Center - _TC",
+ project=project, posting_date=nowdate())
self.assertRaises(BudgetError, jv.submit)
@@ -159,10 +164,10 @@
budget = make_budget(budget_against="Cost Center")
month = now_datetime().month
- if month > 10:
- month = 10
+ if month > 9:
+ month = 9
- for i in range(month):
+ for i in range(month+1):
jv = make_journal_entry("_Test Account Cost for Goods Sold - _TC",
"_Test Bank - _TC", 20000, "_Test Cost Center - _TC", posting_date=nowdate(), submit=True)
@@ -181,12 +186,14 @@
budget = make_budget(budget_against="Project")
month = now_datetime().month
- if month > 10:
- month = 10
+ if month > 9:
+ month = 9
- for i in range(month):
+ project = frappe.get_value("Project", {"project_name": "_Test Project"})
+ for i in range(month + 1):
jv = make_journal_entry("_Test Account Cost for Goods Sold - _TC",
- "_Test Bank - _TC", 20000, "_Test Cost Center - _TC", posting_date=nowdate(), submit=True, project="_Test Project")
+ "_Test Bank - _TC", 20000, "_Test Cost Center - _TC", posting_date=nowdate(), submit=True,
+ project=project)
self.assertTrue(frappe.db.get_value("GL Entry",
{"voucher_type": "Journal Entry", "voucher_no": jv.name}))
@@ -289,7 +296,7 @@
budget = frappe.new_doc("Budget")
if budget_against == "Project":
- budget.project = "_Test Project"
+ budget.project = frappe.get_value("Project", {"project_name": "_Test Project"})
else:
budget.cost_center =cost_center or "_Test Cost Center - _TC"
diff --git a/erpnext/accounts/doctype/coupon_code/test_coupon_code.py b/erpnext/accounts/doctype/coupon_code/test_coupon_code.py
index 340b9dd..622bd33 100644
--- a/erpnext/accounts/doctype/coupon_code/test_coupon_code.py
+++ b/erpnext/accounts/doctype/coupon_code/test_coupon_code.py
@@ -28,22 +28,22 @@
"item_group": "_Test Item Group",
"item_name": "_Test Tesla Car",
"apply_warehouse_wise_reorder_level": 0,
- "warehouse":"Stores - TCP1",
+ "warehouse":"Stores - _TC",
"gst_hsn_code": "999800",
"valuation_rate": 5000,
"standard_rate":5000,
"item_defaults": [{
- "company": "_Test Company with perpetual inventory",
- "default_warehouse": "Stores - TCP1",
+ "company": "_Test Company",
+ "default_warehouse": "Stores - _TC",
"default_price_list":"_Test Price List",
- "expense_account": "Cost of Goods Sold - TCP1",
- "buying_cost_center": "Main - TCP1",
- "selling_cost_center": "Main - TCP1",
- "income_account": "Sales - TCP1"
+ "expense_account": "Cost of Goods Sold - _TC",
+ "buying_cost_center": "Main - _TC",
+ "selling_cost_center": "Main - _TC",
+ "income_account": "Sales - _TC"
}],
"show_in_website": 1,
"route":"-test-tesla-car",
- "website_warehouse": "Stores - TCP1"
+ "website_warehouse": "Stores - _TC"
})
item.insert()
# create test item price
@@ -65,12 +65,12 @@
"items": [{
"item_code": "_Test Tesla Car"
}],
- "warehouse":"Stores - TCP1",
+ "warehouse":"Stores - _TC",
"coupon_code_based":1,
"selling": 1,
"rate_or_discount": "Discount Percentage",
"discount_percentage": 30,
- "company": "_Test Company with perpetual inventory",
+ "company": "_Test Company",
"currency":"INR",
"for_price_list":"_Test Price List"
})
@@ -85,7 +85,7 @@
})
sales_partner.insert()
# create test item coupon code
- if not frappe.db.exists("Coupon Code","SAVE30"):
+ if not frappe.db.exists("Coupon Code", "SAVE30"):
coupon_code = frappe.get_doc({
"doctype": "Coupon Code",
"coupon_name":"SAVE30",
@@ -102,35 +102,27 @@
test_create_test_data()
def tearDown(self):
- frappe.set_user("Administrator")
+ frappe.set_user("Administrator")
- def test_1_check_coupon_code_used_before_so(self):
- coupon_code = frappe.get_doc("Coupon Code", frappe.db.get_value("Coupon Code", {"coupon_name":"SAVE30"}))
- # reset used coupon code count
- coupon_code.used=0
- coupon_code.save()
- # check no coupon code is used before sales order is made
- self.assertEqual(coupon_code.get("used"),0)
+ def test_sales_order_with_coupon_code(self):
+ frappe.db.set_value("Coupon Code", "SAVE30", "used", 0)
- def test_2_sales_order_with_coupon_code(self):
- so = make_sales_order(company='_Test Company with perpetual inventory', warehouse='Stores - TCP1',
- customer="_Test Customer", selling_price_list="_Test Price List", item_code="_Test Tesla Car", rate=5000,qty=1,
+ so = make_sales_order(company='_Test Company', warehouse='Stores - _TC',
+ customer="_Test Customer", selling_price_list="_Test Price List",
+ item_code="_Test Tesla Car", rate=5000, qty=1,
do_not_submit=True)
- so = frappe.get_doc('Sales Order', so.name)
- # check item price before coupon code is applied
self.assertEqual(so.items[0].rate, 5000)
+
so.coupon_code='SAVE30'
so.sales_partner='_Test Coupon Partner'
so.save()
+
# check item price after coupon code is applied
self.assertEqual(so.items[0].rate, 3500)
- so.submit()
- def test_3_check_coupon_code_used_after_so(self):
- doc = frappe.get_doc("Coupon Code", frappe.db.get_value("Coupon Code", {"coupon_name":"SAVE30"}))
- # check no coupon code is used before sales order is made
- self.assertEqual(doc.get("used"),1)
+ so.submit()
+ self.assertEqual(frappe.db.get_value("Coupon Code", "SAVE30", "used"), 1)
diff --git a/erpnext/accounts/doctype/gl_entry/gl_entry.py b/erpnext/accounts/doctype/gl_entry/gl_entry.py
index def9ed6..a749f0e 100644
--- a/erpnext/accounts/doctype/gl_entry/gl_entry.py
+++ b/erpnext/accounts/doctype/gl_entry/gl_entry.py
@@ -11,8 +11,10 @@
from erpnext.accounts.party import validate_party_gle_currency, validate_party_frozen_disabled
from erpnext.accounts.utils import get_account_currency
from erpnext.accounts.utils import get_fiscal_year
-from erpnext.exceptions import InvalidAccountCurrency
+from erpnext.exceptions import InvalidAccountCurrency, InvalidAccountDimensionError, MandatoryAccountDimensionError
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_checks_for_pl_and_bs_accounts
+from erpnext.accounts.doctype.accounting_dimension_filter.accounting_dimension_filter import get_dimension_filter_map
+from six import iteritems
exclude_from_linked_with = True
class GLEntry(Document):
@@ -30,20 +32,23 @@
self.pl_must_have_cost_center()
self.validate_cost_center()
- self.check_pl_account()
- self.validate_party()
- self.validate_currency()
+ if not self.flags.from_repost:
+ self.check_pl_account()
+ self.validate_party()
+ self.validate_currency()
- def on_update_with_args(self, adv_adj, update_outstanding = 'Yes'):
- self.validate_account_details(adv_adj)
- self.validate_dimensions_for_pl_and_bs()
+ def on_update_with_args(self, adv_adj, update_outstanding = 'Yes', from_repost=False):
+ if not from_repost:
+ self.validate_account_details(adv_adj)
+ self.validate_dimensions_for_pl_and_bs()
+ self.validate_allowed_dimensions()
validate_frozen_account(self.account, adv_adj)
validate_balance_type(self.account, adv_adj)
# Update outstanding amt on against voucher
if self.against_voucher_type in ['Journal Entry', 'Sales Invoice', 'Purchase Invoice', 'Fees'] \
- and self.against_voucher and update_outstanding == 'Yes':
+ and self.against_voucher and update_outstanding == 'Yes' and not from_repost:
update_outstanding_amt(self.account, self.party_type, self.party, self.against_voucher_type,
self.against_voucher)
@@ -74,11 +79,9 @@
.format(self.voucher_type, self.voucher_no, self.account))
def validate_dimensions_for_pl_and_bs(self):
-
account_type = frappe.db.get_value("Account", self.account, "report_type")
for dimension in get_checks_for_pl_and_bs_accounts():
-
if account_type == "Profit and Loss" \
and self.company == dimension.company and dimension.mandatory_for_pl and not dimension.disabled:
if not self.get(dimension.fieldname):
@@ -91,6 +94,25 @@
frappe.throw(_("Accounting Dimension <b>{0}</b> is required for 'Balance Sheet' account {1}.")
.format(dimension.label, self.account))
+ def validate_allowed_dimensions(self):
+ dimension_filter_map = get_dimension_filter_map()
+ for key, value in iteritems(dimension_filter_map):
+ dimension = key[0]
+ account = key[1]
+
+ if self.account == account:
+ if value['is_mandatory'] and not self.get(dimension):
+ frappe.throw(_("{0} is mandatory for account {1}").format(
+ frappe.bold(frappe.unscrub(dimension)), frappe.bold(self.account)), MandatoryAccountDimensionError)
+
+ if value['allow_or_restrict'] == 'Allow':
+ if self.get(dimension) and self.get(dimension) not in value['allowed_dimensions']:
+ frappe.throw(_("Invalid value {0} for {1} against account {2}").format(
+ frappe.bold(self.get(dimension)), frappe.bold(frappe.unscrub(dimension)), frappe.bold(self.account)), InvalidAccountDimensionError)
+ else:
+ if self.get(dimension) and self.get(dimension) in value['allowed_dimensions']:
+ frappe.throw(_("Invalid value {0} for {1} against account {2}").format(
+ frappe.bold(self.get(dimension)), frappe.bold(frappe.unscrub(dimension)), frappe.bold(self.account)), InvalidAccountDimensionError)
def check_pl_account(self):
if self.is_opening=='Yes' and \
@@ -106,8 +128,8 @@
from tabAccount where name=%s""", self.account, as_dict=1)[0]
if ret.is_group==1:
- frappe.throw(_('''{0} {1}: Account {2} is a Group Account and group accounts cannot be used in
- transactions''').format(self.voucher_type, self.voucher_no, self.account))
+ frappe.throw(_('''{0} {1}: Account {2} is a Group Account and group accounts cannot be used in transactions''')
+ .format(self.voucher_type, self.voucher_no, self.account))
if ret.docstatus==2:
frappe.throw(_("{0} {1}: Account {2} is inactive")
@@ -135,7 +157,8 @@
frappe.throw(_("{0} {1}: Cost Center {2} does not belong to Company {3}")
.format(self.voucher_type, self.voucher_no, self.cost_center, self.company))
- if self.cost_center and _check_is_group():
+ if not self.flags.from_repost and not self.voucher_type == 'Period Closing Voucher' \
+ and self.cost_center and _check_is_group():
frappe.throw(_("""{0} {1}: Cost Center {2} is a group cost center and group cost centers cannot
be used in transactions""").format(self.voucher_type, self.voucher_no, frappe.bold(self.cost_center)))
diff --git a/erpnext/accounts/doctype/item_tax_template/item_tax_template_dashboard.py b/erpnext/accounts/doctype/item_tax_template/item_tax_template_dashboard.py
index acc308e..3d80a97 100644
--- a/erpnext/accounts/doctype/item_tax_template/item_tax_template_dashboard.py
+++ b/erpnext/accounts/doctype/item_tax_template/item_tax_template_dashboard.py
@@ -20,7 +20,8 @@
'items': ['Purchase Invoice', 'Purchase Order', 'Purchase Receipt']
},
{
- 'items': ['Item']
+ 'label': _('Stock'),
+ 'items': ['Item Groups', 'Item']
}
]
}
diff --git a/erpnext/accounts/doctype/journal_entry/journal_entry.js b/erpnext/accounts/doctype/journal_entry/journal_entry.js
index ff12967..37b03f3 100644
--- a/erpnext/accounts/doctype/journal_entry/journal_entry.js
+++ b/erpnext/accounts/doctype/journal_entry/journal_entry.js
@@ -120,6 +120,8 @@
}
}
});
+
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
},
voucher_type: function(frm){
@@ -197,6 +199,7 @@
this.load_defaults();
this.setup_queries();
this.setup_balance_formatter();
+ erpnext.accounts.dimensions.setup_dimension_filters(this.frm, this.frm.doctype);
},
onload_post_render: function() {
@@ -222,15 +225,6 @@
return erpnext.journal_entry.account_query(me.frm);
});
- me.frm.set_query("cost_center", "accounts", function(doc, cdt, cdn) {
- return {
- filters: {
- company: me.frm.doc.company,
- is_group: 0
- }
- };
- });
-
me.frm.set_query("party_type", "accounts", function(doc, cdt, cdn) {
const row = locals[cdt][cdn];
@@ -406,6 +400,8 @@
}
}
cur_frm.cscript.update_totals(doc);
+
+ erpnext.accounts.dimensions.copy_dimension_from_first_row(this.frm, cdt, cdn, 'accounts');
},
});
diff --git a/erpnext/accounts/doctype/journal_entry/journal_entry.py b/erpnext/accounts/doctype/journal_entry/journal_entry.py
index cd71273..cb90f80 100644
--- a/erpnext/accounts/doctype/journal_entry/journal_entry.py
+++ b/erpnext/accounts/doctype/journal_entry/journal_entry.py
@@ -6,14 +6,18 @@
from frappe.utils import cstr, flt, fmt_money, formatdate, getdate, nowdate, cint, get_link_to_form
from frappe import msgprint, _, scrub
from erpnext.controllers.accounts_controller import AccountsController
-from erpnext.accounts.utils import get_balance_on, get_account_currency
+from erpnext.accounts.utils import get_balance_on, get_stock_accounts, get_stock_and_account_balance, \
+ get_account_currency, check_if_stock_and_account_balance_synced
from erpnext.accounts.party import get_party_account
from erpnext.hr.doctype.expense_claim.expense_claim import update_reimbursed_amount
-from erpnext.accounts.doctype.invoice_discounting.invoice_discounting import get_party_account_based_on_invoice_discounting
+from erpnext.accounts.doctype.invoice_discounting.invoice_discounting \
+ import get_party_account_based_on_invoice_discounting
from erpnext.accounts.deferred_revenue import get_deferred_booking_accounts
from six import string_types, iteritems
+class StockAccountInvalidTransaction(frappe.ValidationError): pass
+
class JournalEntry(AccountsController):
def __init__(self, *args, **kwargs):
super(JournalEntry, self).__init__(*args, **kwargs)
@@ -46,6 +50,7 @@
self.validate_empty_accounts_table()
self.set_account_and_party_balance()
self.validate_inter_company_accounts()
+ self.validate_stock_accounts()
if not self.title:
self.title = self.get_title()
@@ -57,6 +62,8 @@
self.update_expense_claim()
self.update_inter_company_jv()
self.update_invoice_discounting()
+ check_if_stock_and_account_balance_synced(self.posting_date,
+ self.company, self.doctype, self.name)
def on_cancel(self):
from erpnext.accounts.utils import unlink_ref_doc_from_payment_entries
@@ -95,6 +102,16 @@
if account_currency == previous_account_currency:
if self.total_credit != doc.total_debit or self.total_debit != doc.total_credit:
frappe.throw(_("Total Credit/ Debit Amount should be same as linked Journal Entry"))
+
+ def validate_stock_accounts(self):
+ stock_accounts = get_stock_accounts(self.company, self.doctype, self.name)
+ for account in stock_accounts:
+ account_bal, stock_bal, warehouse_list = get_stock_and_account_balance(account,
+ self.posting_date, self.company)
+
+ if account_bal == stock_bal:
+ frappe.throw(_("Account: {0} can only be updated via Stock Transactions")
+ .format(account), StockAccountInvalidTransaction)
def update_inter_company_jv(self):
if self.voucher_type == "Inter Company Journal Entry" and self.inter_company_journal_entry_reference:
diff --git a/erpnext/accounts/doctype/journal_entry/test_journal_entry.py b/erpnext/accounts/doctype/journal_entry/test_journal_entry.py
index 53c0758..5f003e0 100644
--- a/erpnext/accounts/doctype/journal_entry/test_journal_entry.py
+++ b/erpnext/accounts/doctype/journal_entry/test_journal_entry.py
@@ -6,7 +6,7 @@
from frappe.utils import flt, nowdate
from erpnext.accounts.doctype.account.test_account import get_inventory_account
from erpnext.exceptions import InvalidAccountCurrency
-from erpnext.accounts.general_ledger import StockAccountInvalidTransaction
+from erpnext.accounts.doctype.journal_entry.journal_entry import StockAccountInvalidTransaction
class TestJournalEntry(unittest.TestCase):
def test_journal_entry_with_against_jv(self):
@@ -75,54 +75,46 @@
elif test_voucher.doctype in ["Sales Order", "Purchase Order"]:
# if test_voucher is a Sales Order/Purchase Order, test error on cancellation of test_voucher
+ frappe.db.set_value("Accounts Settings", "Accounts Settings",
+ "unlink_advance_payment_on_cancelation_of_order", 0)
submitted_voucher = frappe.get_doc(test_voucher.doctype, test_voucher.name)
self.assertRaises(frappe.LinkExistsError, submitted_voucher.cancel)
def test_jv_against_stock_account(self):
- from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory
- set_perpetual_inventory()
+ company = "_Test Company with perpetual inventory"
+ stock_account = get_inventory_account(company)
- jv = frappe.copy_doc({
- "cheque_date": nowdate(),
- "cheque_no": "33",
- "company": "_Test Company with perpetual inventory",
- "doctype": "Journal Entry",
- "accounts": [
- {
- "account": "Debtors - TCP1",
- "party_type": "Customer",
- "party": "_Test Customer",
- "credit_in_account_currency": 400.0,
- "debit_in_account_currency": 0.0,
- "doctype": "Journal Entry Account",
- "parentfield": "accounts",
- "cost_center": "Main - TCP1"
- },
- {
- "account": "_Test Bank - TCP1",
- "credit_in_account_currency": 0.0,
- "debit_in_account_currency": 400.0,
- "doctype": "Journal Entry Account",
- "parentfield": "accounts",
- "cost_center": "Main - TCP1"
- }
- ],
- "naming_series": "_T-Journal Entry-",
- "posting_date": nowdate(),
- "user_remark": "test",
- "voucher_type": "Bank Entry"
- })
+ from erpnext.accounts.utils import get_stock_and_account_balance
+ account_bal, stock_bal, warehouse_list = get_stock_and_account_balance(stock_account, nowdate(), company)
+ diff = flt(account_bal) - flt(stock_bal)
- jv.get("accounts")[0].update({
- "account": get_inventory_account('_Test Company with perpetual inventory'),
- "company": "_Test Company with perpetual inventory",
- "party_type": None,
- "party": None
+ if not diff:
+ diff = 100
+
+ jv = frappe.new_doc("Journal Entry")
+ jv.company = company
+ jv.posting_date = nowdate()
+ jv.append("accounts", {
+ "account": stock_account,
+ "cost_center": "Main - TCP1",
+ "debit_in_account_currency": 0 if diff > 0 else abs(diff),
+ "credit_in_account_currency": diff if diff > 0 else 0
})
+
+ jv.append("accounts", {
+ "account": "Stock Adjustment - TCP1",
+ "cost_center": "Main - TCP1",
+ "debit_in_account_currency": diff if diff > 0 else 0,
+ "credit_in_account_currency": 0 if diff > 0 else abs(diff)
+ })
+ jv.insert()
- self.assertRaises(StockAccountInvalidTransaction, jv.submit)
- jv.cancel()
- set_perpetual_inventory(0)
+ if account_bal == stock_bal:
+ self.assertRaises(StockAccountInvalidTransaction, jv.submit)
+ frappe.db.rollback()
+ else:
+ jv.submit()
+ jv.cancel()
def test_multi_currency(self):
jv = make_journal_entry("_Test Bank USD - _TC",
@@ -168,7 +160,7 @@
self.assertFalse(gle)
def test_reverse_journal_entry(self):
- from erpnext.accounts.doctype.journal_entry.journal_entry import make_reverse_journal_entry
+ from erpnext.accounts.doctype.journal_entry.journal_entry import make_reverse_journal_entry
jv = make_journal_entry("_Test Bank USD - _TC",
"Sales - _TC", 100, exchange_rate=50, save=False)
@@ -307,15 +299,20 @@
def test_jv_with_project(self):
from erpnext.projects.doctype.project.test_project import make_project
- project = make_project({
- 'project_name': 'Journal Entry Project',
- 'project_template_name': 'Test Project Template',
- 'start_date': '2020-01-01'
- })
+
+ if not frappe.db.exists("Project", {"project_name": "Journal Entry Project"}):
+ project = make_project({
+ 'project_name': 'Journal Entry Project',
+ 'project_template_name': 'Test Project Template',
+ 'start_date': '2020-01-01'
+ })
+ project_name = project.name
+ else:
+ project_name = frappe.get_value("Project", {"project_name": "_Test Project"})
jv = make_journal_entry("_Test Cash - _TC", "_Test Bank - _TC", 100, save=False)
for d in jv.accounts:
- d.project = project.project_name
+ d.project = project_name
jv.voucher_type = "Bank Entry"
jv.multi_currency = 0
jv.cheque_no = "112233"
@@ -325,10 +322,10 @@
expected_values = {
"_Test Cash - _TC": {
- "project": project.project_name
+ "project": project_name
},
"_Test Bank - _TC": {
- "project": project.project_name
+ "project": project_name
}
}
diff --git a/erpnext/accounts/doctype/loyalty_program/loyalty_program.js b/erpnext/accounts/doctype/loyalty_program/loyalty_program.js
index 524a671..f90f867 100644
--- a/erpnext/accounts/doctype/loyalty_program/loyalty_program.js
+++ b/erpnext/accounts/doctype/loyalty_program/loyalty_program.js
@@ -1,6 +1,8 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
+frappe.provide("erpnext.accounts.dimensions");
+
frappe.ui.form.on('Loyalty Program', {
setup: function(frm) {
var help_content =
@@ -46,20 +48,17 @@
};
});
- frm.set_query("cost_center", function() {
- return {
- filters: {
- company: frm.doc.company
- }
- };
- });
-
frm.set_value("company", frappe.defaults.get_user_default("Company"));
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
refresh: function(frm) {
if (frm.doc.loyalty_program_type === "Single Tier Program" && frm.doc.collection_rules.length > 1) {
frappe.throw(__("Please select the Multiple Tier Program type for more than one collection rules."));
}
+ },
+
+ company: function(frm) {
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
}
});
diff --git a/erpnext/accounts/doctype/loyalty_program/test_loyalty_program.py b/erpnext/accounts/doctype/loyalty_program/test_loyalty_program.py
index 5278d8b..3199488 100644
--- a/erpnext/accounts/doctype/loyalty_program/test_loyalty_program.py
+++ b/erpnext/accounts/doctype/loyalty_program/test_loyalty_program.py
@@ -8,12 +8,10 @@
from frappe.utils import today, cint, flt, getdate
from erpnext.accounts.doctype.loyalty_program.loyalty_program import get_loyalty_program_details_with_points
from erpnext.accounts.party import get_dashboard_info
-from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory
class TestLoyaltyProgram(unittest.TestCase):
@classmethod
def setUpClass(self):
- set_perpetual_inventory(0)
# create relevant item, customer, loyalty program, etc
create_records()
diff --git a/erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.js b/erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.js
index 22b8e0a..b2e8626 100644
--- a/erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.js
+++ b/erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.js
@@ -36,6 +36,8 @@
frm.dashboard.show_progress(data.title, (data.count / data.total) * 100, data.message);
frm.page.set_indicator(__('In Progress'), 'orange');
});
+
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
refresh: function(frm) {
@@ -100,6 +102,7 @@
}
})
}
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
},
invoice_type: function(frm) {
diff --git a/erpnext/accounts/doctype/payment_entry/payment_entry.js b/erpnext/accounts/doctype/payment_entry/payment_entry.js
index e117471..f5c488d 100644
--- a/erpnext/accounts/doctype/payment_entry/payment_entry.js
+++ b/erpnext/accounts/doctype/payment_entry/payment_entry.js
@@ -1,6 +1,7 @@
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
{% include "erpnext/public/js/controllers/accounts.js" %}
+frappe.provide("erpnext.accounts.dimensions");
frappe.ui.form.on('Payment Entry', {
onload: function(frm) {
@@ -8,6 +9,8 @@
if (!frm.doc.paid_from) frm.set_value("paid_from_account_currency", null);
if (!frm.doc.paid_to) frm.set_value("paid_to_account_currency", null);
}
+
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
setup: function(frm) {
@@ -88,15 +91,6 @@
}
});
- frm.set_query("cost_center", "deductions", function() {
- return {
- filters: {
- "is_group": 0,
- "company": frm.doc.company
- }
- }
- });
-
frm.set_query("reference_doctype", "references", function() {
if (frm.doc.party_type=="Customer") {
var doctypes = ["Sales Order", "Sales Invoice", "Journal Entry", "Dunning"];
@@ -167,6 +161,7 @@
company: function(frm) {
frm.events.hide_unhide_fields(frm);
frm.events.set_dynamic_labels(frm);
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
},
contact_person: function(frm) {
@@ -401,6 +396,8 @@
set_account_currency_and_balance: function(frm, account, currency_field,
balance_field, callback_function) {
+
+ var company_currency = frappe.get_doc(":Company", frm.doc.company).default_currency;
if (frm.doc.posting_date && account) {
frappe.call({
method: "erpnext.accounts.doctype.payment_entry.payment_entry.get_account_details",
@@ -427,6 +424,14 @@
if(!frm.doc.paid_amount && frm.doc.received_amount)
frm.events.received_amount(frm);
+
+ if (frm.doc.paid_from_account_currency == frm.doc.paid_to_account_currency
+ && frm.doc.paid_amount != frm.doc.received_amount) {
+ if (company_currency != frm.doc.paid_from_account_currency &&
+ frm.doc.payment_type == "Pay") {
+ frm.doc.paid_amount = frm.doc.received_amount;
+ }
+ }
}
},
() => {
diff --git a/erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py b/erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py
index 7dd5b01..a74fa06 100644
--- a/erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py
+++ b/erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py
@@ -8,7 +8,7 @@
from erpnext.accounts.utils import get_account_currency
from erpnext.controllers.accounts_controller import AccountsController
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (get_accounting_dimensions,
- get_dimension_filters)
+ get_dimensions)
class PeriodClosingVoucher(AccountsController):
def validate(self):
@@ -58,7 +58,7 @@
for dimension in accounting_dimensions:
dimension_fields.append('t1.{0}'.format(dimension))
- dimension_filters, default_dimensions = get_dimension_filters()
+ dimension_filters, default_dimensions = get_dimensions()
pl_accounts = self.get_pl_balances(dimension_fields)
diff --git a/erpnext/accounts/doctype/pos_invoice/pos_invoice.py b/erpnext/accounts/doctype/pos_invoice/pos_invoice.py
index d486ff6..ac98dcc 100644
--- a/erpnext/accounts/doctype/pos_invoice/pos_invoice.py
+++ b/erpnext/accounts/doctype/pos_invoice/pos_invoice.py
@@ -267,6 +267,8 @@
from erpnext.stock.get_item_details import get_pos_profile_item_details, get_pos_profile
if not self.pos_profile:
pos_profile = get_pos_profile(self.company) or {}
+ if not pos_profile:
+ frappe.throw(_("No POS Profile found. Please create a New POS Profile first"))
self.pos_profile = pos_profile.get('name')
profile = {}
diff --git a/erpnext/accounts/doctype/pos_profile/pos_profile.js b/erpnext/accounts/doctype/pos_profile/pos_profile.js
index 7f4f755..efdeb1a 100755
--- a/erpnext/accounts/doctype/pos_profile/pos_profile.js
+++ b/erpnext/accounts/doctype/pos_profile/pos_profile.js
@@ -57,6 +57,8 @@
}
};
});
+
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
refresh: function(frm) {
@@ -67,6 +69,7 @@
company: function(frm) {
frm.trigger("toggle_display_account_head");
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
},
toggle_display_account_head: function(frm) {
diff --git a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
index 55a5b0e..0565264 100644
--- a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
+++ b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
@@ -345,9 +345,13 @@
if ((pricing_rule.margin_type in ['Amount', 'Percentage'] and pricing_rule.currency == args.currency)
or (pricing_rule.margin_type == 'Percentage')):
item_details.margin_type = pricing_rule.margin_type
- item_details.margin_rate_or_amount = pricing_rule.margin_rate_or_amount
item_details.has_margin = True
+ if pricing_rule.apply_multiple_pricing_rules and item_details.margin_rate_or_amount is not None:
+ item_details.margin_rate_or_amount += pricing_rule.margin_rate_or_amount
+ else:
+ item_details.margin_rate_or_amount = pricing_rule.margin_rate_or_amount
+
if pricing_rule.rate_or_discount == 'Rate':
pricing_rule_rate = 0.0
if pricing_rule.currency == args.currency:
diff --git a/erpnext/accounts/doctype/pricing_rule/utils.py b/erpnext/accounts/doctype/pricing_rule/utils.py
index 2c7cd14..fb1fbe4 100644
--- a/erpnext/accounts/doctype/pricing_rule/utils.py
+++ b/erpnext/accounts/doctype/pricing_rule/utils.py
@@ -164,7 +164,15 @@
frappe.throw(_("Invalid {0}").format(args.get(field)))
parent_groups = frappe.db.sql_list("""select name from `tab%s`
- where lft<=%s and rgt>=%s""" % (parenttype, '%s', '%s'), (lft, rgt))
+ where lft>=%s and rgt<=%s""" % (parenttype, '%s', '%s'), (lft, rgt))
+
+ if parenttype in ["Customer Group", "Item Group", "Territory"]:
+ parent_field = "parent_{0}".format(frappe.scrub(parenttype))
+ root_name = frappe.db.get_list(parenttype,
+ {"is_group": 1, parent_field: ("is", "not set")}, "name", as_list=1)
+
+ if root_name and root_name[0][0]:
+ parent_groups.append(root_name[0][0])
if parent_groups:
if allow_blank: parent_groups.append('')
diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
index 7830cfd..4a952a3 100644
--- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
+++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
@@ -26,6 +26,11 @@
};
});
},
+
+ company: function() {
+ erpnext.accounts.dimensions.update_dimension(this.frm, this.frm.doctype);
+ },
+
onload: function() {
this._super();
@@ -41,6 +46,8 @@
if (this.frm.doc.supplier && this.frm.doc.__islocal) {
this.frm.trigger('supplier');
}
+
+ erpnext.accounts.dimensions.setup_dimension_filters(this.frm, this.frm.doctype);
},
refresh: function(doc) {
@@ -498,7 +505,7 @@
frappe.ui.form.on("Purchase Invoice", {
setup: function(frm) {
frm.custom_make_buttons = {
- 'Purchase Invoice': 'Debit Note',
+ 'Purchase Invoice': 'Return / Debit Note',
'Payment Entry': 'Payment'
}
@@ -511,15 +518,6 @@
}
}
}
-
- frm.set_query("cost_center", function() {
- return {
- filters: {
- company: frm.doc.company,
- is_group: 0
- }
- };
- });
},
onload: function(frm) {
diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
index d94d261..b52678e 100644
--- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
+++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
@@ -410,10 +410,13 @@
# this sequence because outstanding may get -negative
self.make_gl_entries()
+ if self.update_stock == 1:
+ self.repost_future_sle_and_gle()
+
self.update_project()
update_linked_doc(self.doctype, self.name, self.inter_company_invoice_reference)
- def make_gl_entries(self, gl_entries=None):
+ def make_gl_entries(self, gl_entries=None, from_repost=False):
if not gl_entries:
gl_entries = self.get_gl_entries()
@@ -421,7 +424,7 @@
update_outstanding = "No" if (cint(self.is_paid) or self.write_off_account) else "Yes"
if self.docstatus == 1:
- make_gl_entries(gl_entries, update_outstanding=update_outstanding, merge_entries=False)
+ make_gl_entries(gl_entries, update_outstanding=update_outstanding, merge_entries=False, from_repost=from_repost)
elif self.docstatus == 2:
make_reverse_gl_entries(voucher_type=self.doctype, voucher_no=self.name)
@@ -436,9 +439,11 @@
self.auto_accounting_for_stock = erpnext.is_perpetual_inventory_enabled(self.company)
if self.auto_accounting_for_stock:
self.stock_received_but_not_billed = self.get_company_default("stock_received_but_not_billed")
+ self.expenses_included_in_valuation = self.get_company_default("expenses_included_in_valuation")
else:
self.stock_received_but_not_billed = None
- self.expenses_included_in_valuation = self.get_company_default("expenses_included_in_valuation")
+ self.expenses_included_in_valuation = None
+
self.negative_expense_to_be_booked = 0.0
gl_entries = []
@@ -452,7 +457,7 @@
self.make_internal_transfer_gl_entries(gl_entries)
gl_entries = make_regional_gl_entries(gl_entries, self)
-
+
gl_entries = merge_similar_entries(gl_entries)
self.make_payment_gl_entries(gl_entries)
@@ -994,11 +999,15 @@
self.delete_auto_created_batches()
self.make_gl_entries_on_cancel()
+
+ if self.update_stock == 1:
+ self.repost_future_sle_and_gle()
+
self.update_project()
frappe.db.set(self, 'status', 'Cancelled')
unlink_inter_company_doc(self.doctype, self.name, self.inter_company_invoice_reference)
- self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry')
+ self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry', 'Repost Item Valuation')
def update_project(self):
project_list = []
diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice_list.js b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice_list.js
index 699a49d..914a245 100644
--- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice_list.js
+++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice_list.js
@@ -7,12 +7,12 @@
"currency", "is_return", "release_date", "on_hold", "represents_company", "is_internal_supplier"],
get_indicator: function(doc) {
if ((flt(doc.outstanding_amount) <= 0) && doc.docstatus == 1 && doc.status == 'Debit Note Issued') {
- return [__("Debit Note Issued"), "gray", "outstanding_amount,<=,0"];
+ return [__("Debit Note Issued"), "darkgrey", "outstanding_amount,<=,0"];
} else if (flt(doc.outstanding_amount) > 0 && doc.docstatus==1) {
if(cint(doc.on_hold) && !doc.release_date) {
- return [__("On Hold"), "gray"];
+ return [__("On Hold"), "darkgrey"];
} else if (cint(doc.on_hold) && doc.release_date && frappe.datetime.get_diff(doc.release_date, frappe.datetime.nowdate()) > 0) {
- return [__("Temporarily on Hold"), "gray"];
+ return [__("Temporarily on Hold"), "darkgrey"];
} else if (frappe.datetime.get_diff(doc.due_date) < 0) {
return [__("Overdue"), "red", "outstanding_amount,>,0|due_date,<,Today"];
} else {
@@ -21,7 +21,7 @@
} else if (cint(doc.is_return)) {
return [__("Return"), "gray", "is_return,=,Yes"];
} else if (doc.company == doc.represents_company && doc.is_internal_supplier) {
- return [__("Internal Transfer"), "gray", "outstanding_amount,=,0"];
+ return [__("Internal Transfer"), "darkgrey", "outstanding_amount,=,0"];
} else if (flt(doc.outstanding_amount)==0 && doc.docstatus==1) {
return [__("Paid"), "green", "outstanding_amount,=,0"];
}
diff --git a/erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py b/erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
index f2499d2..2c088ce 100644
--- a/erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
+++ b/erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
@@ -9,8 +9,7 @@
from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry
from frappe.utils import cint, flt, today, nowdate, add_days, getdate
import frappe.defaults
-from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory, \
- test_records as pr_test_records, make_purchase_receipt, get_taxes
+from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt, get_taxes
from erpnext.controllers.accounts_controller import get_payment_terms
from erpnext.exceptions import InvalidCurrency
from erpnext.stock.doctype.stock_entry.test_stock_entry import get_qty_after_transaction
@@ -33,13 +32,10 @@
def test_gl_entries_without_perpetual_inventory(self):
frappe.db.set_value("Company", "_Test Company", "round_off_account", "Round Off - _TC")
- wrapper = frappe.copy_doc(test_records[0])
- set_perpetual_inventory(0, wrapper.company)
- self.assertTrue(not cint(erpnext.is_perpetual_inventory_enabled(wrapper.company)))
- wrapper.insert()
- wrapper.submit()
- wrapper.load_from_db()
- dl = wrapper
+ pi = frappe.copy_doc(test_records[0])
+ self.assertTrue(not cint(erpnext.is_perpetual_inventory_enabled(pi.company)))
+ pi.insert()
+ pi.submit()
expected_gl_entries = {
"_Test Payable - _TC": [0, 1512.0],
@@ -54,12 +50,16 @@
"Round Off - _TC": [0, 0.3]
}
gl_entries = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
- where voucher_type = 'Purchase Invoice' and voucher_no = %s""", dl.name, as_dict=1)
+ where voucher_type = 'Purchase Invoice' and voucher_no = %s""", pi.name, as_dict=1)
for d in gl_entries:
self.assertEqual([d.debit, d.credit], expected_gl_entries.get(d.account))
def test_gl_entries_with_perpetual_inventory(self):
- pi = make_purchase_invoice(company="_Test Company with perpetual inventory", supplier_warehouse="Work In Progress - TCP1", warehouse= "Stores - TCP1", cost_center = "Main - TCP1", expense_account ="_Test Account Cost for Goods Sold - TCP1", get_taxes_and_charges=True, qty=10)
+ pi = make_purchase_invoice(company="_Test Company with perpetual inventory",
+ warehouse= "Stores - TCP1", cost_center = "Main - TCP1",
+ expense_account ="_Test Account Cost for Goods Sold - TCP1",
+ get_taxes_and_charges=True, qty=10)
+
self.assertTrue(cint(erpnext.is_perpetual_inventory_enabled(pi.company)), 1)
self.check_gle_for_pi(pi.name)
@@ -198,8 +198,6 @@
pr = make_purchase_receipt(company="_Test Company with perpetual inventory", supplier_warehouse="Work In Progress - TCP1", warehouse= "Stores - TCP1", cost_center = "Main - TCP1", get_taxes_and_charges=True,)
- self.assertTrue(cint(erpnext.is_perpetual_inventory_enabled(pr.company)), 1)
-
pi = make_purchase_invoice(company="_Test Company with perpetual inventory", supplier_warehouse="Work In Progress - TCP1", warehouse= "Stores - TCP1", cost_center = "Main - TCP1", expense_account ="_Test Account Cost for Goods Sold - TCP1", get_taxes_and_charges=True, qty=10,do_not_save= "True")
for d in pi.items:
@@ -247,17 +245,11 @@
self.assertRaises(frappe.CannotChangeConstantError, pi.save)
- def test_gl_entries_with_aia_for_non_stock_items(self):
- pi = frappe.copy_doc(test_records[1])
- set_perpetual_inventory(1, pi.company)
- self.assertTrue(cint(erpnext.is_perpetual_inventory_enabled(pi.company)), 1)
- pi.get("items")[0].item_code = "_Test Non Stock Item"
- pi.get("items")[0].expense_account = "_Test Account Cost for Goods Sold - _TC"
- pi.get("taxes").pop(0)
- pi.get("taxes").pop(1)
- pi.insert()
- pi.submit()
- pi.load_from_db()
+ def test_gl_entries_for_non_stock_items_with_perpetual_inventory(self):
+ pi = make_purchase_invoice(item_code = "_Test Non Stock Item",
+ company = "_Test Company with perpetual inventory", warehouse= "Stores - TCP1",
+ cost_center = "Main - TCP1", expense_account ="_Test Account Cost for Goods Sold - TCP1")
+
self.assertTrue(pi.status, "Unpaid")
gl_entries = frappe.db.sql("""select account, debit, credit
@@ -265,17 +257,15 @@
order by account asc""", pi.name, as_dict=1)
self.assertTrue(gl_entries)
- expected_values = sorted([
- ["_Test Payable - _TC", 0, 620],
- ["_Test Account Cost for Goods Sold - _TC", 500.0, 0],
- ["_Test Account VAT - _TC", 120.0, 0],
- ])
+ expected_values = [
+ ["_Test Account Cost for Goods Sold - TCP1", 250.0, 0],
+ ["Creditors - TCP1", 0, 250]
+ ]
for i, gle in enumerate(gl_entries):
self.assertEqual(expected_values[i][0], gle.account)
self.assertEqual(expected_values[i][1], gle.debit)
self.assertEqual(expected_values[i][2], gle.credit)
- set_perpetual_inventory(0, pi.company)
def test_purchase_invoice_calculation(self):
pi = frappe.copy_doc(test_records[0])
@@ -436,33 +426,39 @@
)
def test_total_purchase_cost_for_project(self):
- make_project({'project_name':'_Test Project'})
+ if not frappe.db.exists("Project", {"project_name": "_Test Project for Purchase"}):
+ project = make_project({'project_name':'_Test Project for Purchase'})
+ else:
+ project = frappe.get_doc("Project", {"project_name": "_Test Project for Purchase"})
existing_purchase_cost = frappe.db.sql("""select sum(base_net_amount)
- from `tabPurchase Invoice Item` where project = '_Test Project' and docstatus=1""")
+ from `tabPurchase Invoice Item`
+ where project = '{0}'
+ and docstatus=1""".format(project.name))
existing_purchase_cost = existing_purchase_cost and existing_purchase_cost[0][0] or 0
- pi = make_purchase_invoice(currency="USD", conversion_rate=60, project="_Test Project")
- self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"),
+ pi = make_purchase_invoice(currency="USD", conversion_rate=60, project=project.name)
+ self.assertEqual(frappe.db.get_value("Project", project.name, "total_purchase_cost"),
existing_purchase_cost + 15000)
- pi1 = make_purchase_invoice(qty=10, project="_Test Project")
- self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"),
+ pi1 = make_purchase_invoice(qty=10, project=project.name)
+ self.assertEqual(frappe.db.get_value("Project", project.name, "total_purchase_cost"),
existing_purchase_cost + 15500)
pi1.cancel()
- self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"),
+ self.assertEqual(frappe.db.get_value("Project", project.name, "total_purchase_cost"),
existing_purchase_cost + 15000)
pi.cancel()
- self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"), existing_purchase_cost)
+ self.assertEqual(frappe.db.get_value("Project", project.name, "total_purchase_cost"), existing_purchase_cost)
- def test_return_purchase_invoice(self):
- set_perpetual_inventory()
+ def test_return_purchase_invoice_with_perpetual_inventory(self):
+ pi = make_purchase_invoice(company = "_Test Company with perpetual inventory", warehouse= "Stores - TCP1",
+ cost_center = "Main - TCP1", expense_account ="_Test Account Cost for Goods Sold - TCP1")
- pi = make_purchase_invoice()
-
- return_pi = make_purchase_invoice(is_return=1, return_against=pi.name, qty=-2)
+ return_pi = make_purchase_invoice(is_return=1, return_against=pi.name, qty=-2,
+ company = "_Test Company with perpetual inventory", warehouse= "Stores - TCP1",
+ cost_center = "Main - TCP1", expense_account ="_Test Account Cost for Goods Sold - TCP1")
# check gl entries for return
@@ -473,19 +469,15 @@
self.assertTrue(gl_entries)
expected_values = {
- "Creditors - _TC": [100.0, 0.0],
- "Stock Received But Not Billed - _TC": [0.0, 100.0],
+ "Creditors - TCP1": [100.0, 0.0],
+ "Stock Received But Not Billed - TCP1": [0.0, 100.0],
}
for gle in gl_entries:
self.assertEqual(expected_values[gle.account][0], gle.debit)
self.assertEqual(expected_values[gle.account][1], gle.credit)
- set_perpetual_inventory(0)
-
def test_multi_currency_gle(self):
- set_perpetual_inventory(0)
-
pi = make_purchase_invoice(supplier="_Test Supplier USD", credit_to="_Test Payable USD - _TC",
currency="USD", conversion_rate=50)
@@ -640,10 +632,9 @@
self.assertEqual(len(pi.get("supplied_items")), 2)
rm_supp_cost = sum([d.amount for d in pi.get("supplied_items")])
- self.assertEqual(pi.get("items")[0].rm_supp_cost, flt(rm_supp_cost, 2))
+ self.assertEqual(flt(pi.get("items")[0].rm_supp_cost, 2), flt(rm_supp_cost, 2))
def test_rejected_serial_no(self):
- set_perpetual_inventory(0)
pi = make_purchase_invoice(item_code="_Test Serialized Item With Series", received_qty=2, qty=1,
rejected_qty=1, rate=500, update_stock=1,
rejected_warehouse = "_Test Rejected Warehouse - _TC")
@@ -874,17 +865,17 @@
})
pi = make_purchase_invoice(credit_to="Creditors - _TC" ,do_not_save=1)
- pi.items[0].project = item_project.project_name
- pi.project = project.project_name
+ pi.items[0].project = item_project.name
+ pi.project = project.name
pi.submit()
expected_values = {
"Creditors - _TC": {
- "project": project.project_name
+ "project": project.name
},
"_Test Account Cost for Goods Sold - _TC": {
- "project": item_project.project_name
+ "project": item_project.name
}
}
diff --git a/erpnext/accounts/doctype/sales_invoice/regional/india.js b/erpnext/accounts/doctype/sales_invoice/regional/india.js
index 6336db1..f54bce8 100644
--- a/erpnext/accounts/doctype/sales_invoice/regional/india.js
+++ b/erpnext/accounts/doctype/sales_invoice/regional/india.js
@@ -1,6 +1,8 @@
{% include "erpnext/regional/india/taxes.js" %}
+{% include "erpnext/regional/india/e_invoice/einvoice.js" %}
erpnext.setup_auto_gst_taxation('Sales Invoice');
+erpnext.setup_einvoice_actions('Sales Invoice')
frappe.ui.form.on("Sales Invoice", {
setup: function(frm) {
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
index 9cbfb0f..d8109f1 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
@@ -5,14 +5,17 @@
cur_frm.pformat.print_heading = 'Invoice';
{% include 'erpnext/selling/sales_common.js' %};
-
-
frappe.provide("erpnext.accounts");
+
+
erpnext.accounts.SalesInvoiceController = erpnext.selling.SellingController.extend({
setup: function(doc) {
this.setup_posting_date_time_check();
this._super(doc);
},
+ company: function() {
+ erpnext.accounts.dimensions.update_dimension(this.frm, this.frm.doctype);
+ },
onload: function() {
var me = this;
this._super();
@@ -33,6 +36,7 @@
me.frm.refresh_fields();
}
erpnext.queries.setup_warehouse_query(this.frm);
+ erpnext.accounts.dimensions.setup_dimension_filters(this.frm, this.frm.doctype);
},
refresh: function(doc, dt, dn) {
@@ -571,15 +575,6 @@
};
});
- frm.set_query("cost_center", function() {
- return {
- filters: {
- company: frm.doc.company,
- is_group: 0
- }
- };
- });
-
frm.set_query("unrealized_profit_loss_account", function() {
return {
filters: {
@@ -592,7 +587,7 @@
frm.custom_make_buttons = {
'Delivery Note': 'Delivery',
- 'Sales Invoice': 'Sales Return',
+ 'Sales Invoice': 'Return / Credit Note',
'Payment Request': 'Payment Request',
'Payment Entry': 'Payment'
},
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
index 8b09130..6e40186 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
@@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe, erpnext
import frappe.defaults
-from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_days, cstr, nowdate, get_link_to_form
+from frappe.utils import cint, flt, getdate, add_days, cstr, nowdate, get_link_to_form, formatdate
from frappe import _, msgprint, throw
from erpnext.accounts.party import get_party_account, get_due_date
from frappe.model.mapper import get_mapped_doc
@@ -180,6 +180,9 @@
# this sequence because outstanding may get -ve
self.make_gl_entries()
+ if self.update_stock == 1:
+ self.repost_future_sle_and_gle()
+
if not self.is_return:
self.update_billing_status_for_zero_amount_refdoc("Delivery Note")
self.update_billing_status_for_zero_amount_refdoc("Sales Order")
@@ -229,9 +232,9 @@
frappe.throw(_("At least one mode of payment is required for POS invoice."))
def before_cancel(self):
+ super(SalesInvoice, self).before_cancel()
self.update_time_sheet(None)
-
def on_cancel(self):
super(SalesInvoice, self).on_cancel()
@@ -258,6 +261,10 @@
self.update_stock_ledger()
self.make_gl_entries_on_cancel()
+
+ if self.update_stock == 1:
+ self.repost_future_sle_and_gle()
+
frappe.db.set(self, 'status', 'Cancelled')
if frappe.db.get_single_value('Selling Settings', 'sales_update_frequency') == "Each Transaction":
@@ -279,7 +286,7 @@
if "Healthcare" in active_domains:
manage_invoice_submit_cancel(self, "on_cancel")
- self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry')
+ self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry', 'Repost Item Valuation')
def update_status_updater_args(self):
if cint(self.update_stock):
@@ -542,7 +549,12 @@
self.against_income_account = ','.join(against_acc)
def add_remarks(self):
- if not self.remarks: self.remarks = 'No Remarks'
+ if not self.remarks:
+ if self.po_no and self.po_date:
+ self.remarks = _("Against Customer Order {0} dated {1}").format(self.po_no,
+ formatdate(self.po_date))
+ else:
+ self.remarks = _("No Remarks")
def validate_auto_set_posting_time(self):
# Don't auto set the posting date and time if invoice is amended
@@ -722,22 +734,20 @@
if d.delivery_note and frappe.db.get_value("Delivery Note", d.delivery_note, "docstatus") != 1:
throw(_("Delivery Note {0} is not submitted").format(d.delivery_note))
- def make_gl_entries(self, gl_entries=None):
- from erpnext.accounts.general_ledger import make_reverse_gl_entries
+ def make_gl_entries(self, gl_entries=None, from_repost=False):
+ from erpnext.accounts.general_ledger import make_gl_entries, make_reverse_gl_entries
auto_accounting_for_stock = erpnext.is_perpetual_inventory_enabled(self.company)
if not gl_entries:
gl_entries = self.get_gl_entries()
if gl_entries:
- from erpnext.accounts.general_ledger import make_gl_entries
-
# if POS and amount is written off, updating outstanding amt after posting all gl entries
update_outstanding = "No" if (cint(self.is_pos) or self.write_off_account or
cint(self.redeem_loyalty_points)) else "Yes"
if self.docstatus == 1:
- make_gl_entries(gl_entries, update_outstanding=update_outstanding, merge_entries=False)
+ make_gl_entries(gl_entries, update_outstanding=update_outstanding, merge_entries=False, from_repost=from_repost)
elif self.docstatus == 2:
make_reverse_gl_entries(voucher_type=self.doctype, voucher_no=self.name)
@@ -1689,6 +1699,7 @@
where mpa.parent = mp.name and mpa.company = %s and mp.enabled = 1 and mp.name = %s""",
(company, mode_of_payment), as_dict=1)
+@frappe.whitelist()
def create_dunning(source_name, target_doc=None):
from frappe.model.mapper import get_mapped_doc
from erpnext.accounts.doctype.dunning.dunning import get_dunning_letter_text, calculate_interest_and_amount
diff --git a/erpnext/accounts/doctype/sales_invoice/test_records.json b/erpnext/accounts/doctype/sales_invoice/test_records.json
index 11ebe6a..ee6419d 100644
--- a/erpnext/accounts/doctype/sales_invoice/test_records.json
+++ b/erpnext/accounts/doctype/sales_invoice/test_records.json
@@ -17,7 +17,8 @@
"description": "138-CMS Shoe",
"doctype": "Sales Invoice Item",
"income_account": "Sales - _TC",
- "expense_account": "_Test Account Cost for Goods Sold - _TC",
+ "expense_account": "_Test Account Cost for Goods Sold - _TC",
+ "item_code": "138-CMS Shoe",
"item_name": "138-CMS Shoe",
"parentfield": "items",
"qty": 1.0,
diff --git a/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
index 22a4f33..68e750f 100644
--- a/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
+++ b/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
@@ -10,7 +10,6 @@
from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry, get_qty_after_transaction
from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import unlink_payment_on_cancel_of_invoice
from erpnext.accounts.doctype.pos_profile.test_pos_profile import make_pos_profile
-from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory
from erpnext.exceptions import InvalidAccountCurrency, InvalidCurrency
from erpnext.stock.doctype.serial_no.serial_no import SerialNoWarehouseError
from frappe.model.naming import make_autoname
@@ -659,7 +658,6 @@
def test_sales_invoice_gl_entry_without_perpetual_inventory(self):
si = frappe.copy_doc(test_records[1])
- set_perpetual_inventory(0, si.company)
si.insert()
si.submit()
@@ -815,7 +813,6 @@
frappe.db.sql("delete from `tabPOS Profile`")
def test_pos_si_without_payment(self):
- set_perpetual_inventory()
make_pos_profile()
pos = copy.deepcopy(test_records[1])
@@ -829,9 +826,8 @@
self.assertRaises(frappe.ValidationError, si.submit)
def test_sales_invoice_gl_entry_with_perpetual_inventory_no_item_code(self):
- set_perpetual_inventory()
-
- si = frappe.get_doc(test_records[1])
+ si = create_sales_invoice(company="_Test Company with perpetual inventory", debit_to = "Debtors - TCP1",
+ income_account="Sales - TCP1", cost_center = "Main - TCP1", do_not_save=True)
si.get("items")[0].item_code = None
si.insert()
si.submit()
@@ -842,24 +838,16 @@
self.assertTrue(gl_entries)
expected_values = dict((d[0], d) for d in [
- [si.debit_to, 630.0, 0.0],
- [test_records[1]["items"][0]["income_account"], 0.0, 500.0],
- [test_records[1]["taxes"][0]["account_head"], 0.0, 80.0],
- [test_records[1]["taxes"][1]["account_head"], 0.0, 50.0],
+ ["Debtors - TCP1", 100.0, 0.0],
+ ["Sales - TCP1", 0.0, 100.0]
])
for i, gle in enumerate(gl_entries):
self.assertEqual(expected_values[gle.account][0], gle.account)
self.assertEqual(expected_values[gle.account][1], gle.debit)
self.assertEqual(expected_values[gle.account][2], gle.credit)
- set_perpetual_inventory(0)
-
def test_sales_invoice_gl_entry_with_perpetual_inventory_non_stock_item(self):
- set_perpetual_inventory()
- si = frappe.get_doc(test_records[1])
- si.get("items")[0].item_code = "_Test Non Stock Item"
- si.insert()
- si.submit()
+ si = create_sales_invoice(item="_Test Non Stock Item")
gl_entries = frappe.db.sql("""select account, debit, credit
from `tabGL Entry` where voucher_type='Sales Invoice' and voucher_no=%s
@@ -867,17 +855,14 @@
self.assertTrue(gl_entries)
expected_values = dict((d[0], d) for d in [
- [si.debit_to, 630.0, 0.0],
- [test_records[1]["items"][0]["income_account"], 0.0, 500.0],
- [test_records[1]["taxes"][0]["account_head"], 0.0, 80.0],
- [test_records[1]["taxes"][1]["account_head"], 0.0, 50.0],
+ [si.debit_to, 100.0, 0.0],
+ [test_records[1]["items"][0]["income_account"], 0.0, 100.0]
])
for i, gle in enumerate(gl_entries):
self.assertEqual(expected_values[gle.account][0], gle.account)
self.assertEqual(expected_values[gle.account][1], gle.debit)
self.assertEqual(expected_values[gle.account][2], gle.credit)
- set_perpetual_inventory(0)
def _insert_purchase_receipt(self):
from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import test_records \
@@ -1106,7 +1091,6 @@
self.assertEqual(si.grand_total, 859.43)
def test_multi_currency_gle(self):
- set_perpetual_inventory(0)
si = create_sales_invoice(customer="_Test Customer USD", debit_to="_Test Receivable USD - _TC",
currency="USD", conversion_rate=50)
@@ -1589,17 +1573,17 @@
})
sales_invoice = create_sales_invoice(do_not_save=1)
- sales_invoice.items[0].project = item_project.project_name
- sales_invoice.project = project.project_name
+ sales_invoice.items[0].project = item_project.name
+ sales_invoice.project = project.name
sales_invoice.submit()
expected_values = {
"Debtors - _TC": {
- "project": project.project_name
+ "project": project.name
},
"Sales - _TC": {
- "project": item_project.project_name
+ "project": item_project.name
}
}
@@ -1776,6 +1760,11 @@
si.submit()
target_doc = make_inter_company_transaction("Sales Invoice", si.name)
+ target_doc.items[0].update({
+ "expense_account": "Cost of Goods Sold - _TC1",
+ "cost_center": "Main - _TC1",
+ "warehouse": "Stores - _TC1"
+ })
target_doc.submit()
self.assertEqual(target_doc.company, "_Test Company 1")
@@ -1836,93 +1825,7 @@
check_gl_entries(self, target_doc.name, pi_gl_entries, add_days(nowdate(), -1))
def test_eway_bill_json(self):
- if not frappe.db.exists('Address', '_Test Address for Eway bill-Billing'):
- address = frappe.get_doc({
- "address_line1": "_Test Address Line 1",
- "address_title": "_Test Address for Eway bill",
- "address_type": "Billing",
- "city": "_Test City",
- "state": "Test State",
- "country": "India",
- "doctype": "Address",
- "is_primary_address": 1,
- "phone": "+91 0000000000",
- "gstin": "27AAECE4835E1ZR",
- "gst_state": "Maharashtra",
- "gst_state_number": "27",
- "pincode": "401108"
- }).insert()
-
- address.append("links", {
- "link_doctype": "Company",
- "link_name": "_Test Company"
- })
-
- address.save()
-
- if not frappe.db.exists('Address', '_Test Customer-Address for Eway bill-Shipping'):
- address = frappe.get_doc({
- "address_line1": "_Test Address Line 1",
- "address_title": "_Test Customer-Address for Eway bill",
- "address_type": "Shipping",
- "city": "_Test City",
- "state": "Test State",
- "country": "India",
- "doctype": "Address",
- "is_primary_address": 1,
- "phone": "+91 0000000000",
- "gst_state": "Maharashtra",
- "gst_state_number": "27",
- "pincode": "410038"
- }).insert()
-
- address.append("links", {
- "link_doctype": "Customer",
- "link_name": "_Test Customer"
- })
-
- address.save()
-
- gst_settings = frappe.get_doc("GST Settings")
-
- gst_account = frappe.get_all(
- "GST Account",
- fields=["cgst_account", "sgst_account", "igst_account"],
- filters = {"company": "_Test Company"})
-
- if not gst_account:
- gst_settings.append("gst_accounts", {
- "company": "_Test Company",
- "cgst_account": "CGST - _TC",
- "sgst_account": "SGST - _TC",
- "igst_account": "IGST - _TC",
- })
-
- gst_settings.save()
-
- si = create_sales_invoice(do_not_save =1, rate = '60000')
-
- si.distance = 2000
- si.company_address = "_Test Address for Eway bill-Billing"
- si.customer_address = "_Test Customer-Address for Eway bill-Shipping"
- si.vehicle_no = "KA12KA1234"
- si.gst_category = "Registered Regular"
-
- si.append("taxes", {
- "charge_type": "On Net Total",
- "account_head": "CGST - _TC",
- "cost_center": "Main - _TC",
- "description": "CGST @ 9.0",
- "rate": 9
- })
-
- si.append("taxes", {
- "charge_type": "On Net Total",
- "account_head": "SGST - _TC",
- "cost_center": "Main - _TC",
- "description": "SGST @ 9.0",
- "rate": 9
- })
+ si = make_sales_invoice_for_ewaybill()
si.submit()
@@ -1938,6 +1841,214 @@
self.assertEqual(data['billLists'][0]['sgstValue'], 5400)
self.assertEqual(data['billLists'][0]['vehicleNo'], 'KA12KA1234')
self.assertEqual(data['billLists'][0]['itemList'][0]['taxableAmount'], 60000)
+
+ def test_einvoice_submission_without_irn(self):
+ # init
+ frappe.db.set_value('E Invoice Settings', 'E Invoice Settings', 'enable', 1)
+ country = frappe.flags.country
+ frappe.flags.country = 'India'
+
+ si = make_sales_invoice_for_ewaybill()
+ self.assertRaises(frappe.ValidationError, si.submit)
+
+ si.irn = 'test_irn'
+ si.submit()
+
+ # reset
+ frappe.db.set_value('E Invoice Settings', 'E Invoice Settings', 'enable', 0)
+ frappe.flags.country = country
+
+ def test_einvoice_json(self):
+ from erpnext.regional.india.e_invoice.utils import make_einvoice
+
+ customer_gstin = '27AACCM7806M1Z3'
+ customer_gstin_dtls = {
+ 'LegalName': '_Test Customer', 'TradeName': '_Test Customer', 'AddrLoc': '_Test City',
+ 'StateCode': '27', 'AddrPncd': '410038', 'AddrBno': '_Test Bldg',
+ 'AddrBnm': '100', 'AddrFlno': '200', 'AddrSt': '_Test Street'
+ }
+ company_gstin = '27AAECE4835E1ZR'
+ company_gstin_dtls = {
+ 'LegalName': '_Test Company', 'TradeName': '_Test Company', 'AddrLoc': '_Test City',
+ 'StateCode': '27', 'AddrPncd': '401108', 'AddrBno': '_Test Bldg',
+ 'AddrBnm': '100', 'AddrFlno': '200', 'AddrSt': '_Test Street'
+ }
+ # set cache gstin details to avoid fetching details which will require connection to GSP servers
+ frappe.local.gstin_cache = {}
+ frappe.local.gstin_cache[customer_gstin] = customer_gstin_dtls
+ frappe.local.gstin_cache[company_gstin] = company_gstin_dtls
+
+ si = make_sales_invoice_for_ewaybill()
+ si.naming_series = 'INV-2020-.#####'
+ si.items = []
+ si.append("items", {
+ "item_code": "_Test Item",
+ "uom": "Nos",
+ "warehouse": "_Test Warehouse - _TC",
+ "qty": 2000,
+ "rate": 12,
+ "income_account": "Sales - _TC",
+ "expense_account": "Cost of Goods Sold - _TC",
+ "cost_center": "_Test Cost Center - _TC",
+ })
+ si.append("items", {
+ "item_code": "_Test Item 2",
+ "uom": "Nos",
+ "warehouse": "_Test Warehouse - _TC",
+ "qty": 420,
+ "rate": 15,
+ "income_account": "Sales - _TC",
+ "expense_account": "Cost of Goods Sold - _TC",
+ "cost_center": "_Test Cost Center - _TC",
+ })
+ si.discount_amount = 100
+ si.save()
+
+ einvoice = make_einvoice(si)
+
+ total_item_ass_value = 0
+ total_item_cgst_value = 0
+ total_item_sgst_value = 0
+ total_item_igst_value = 0
+ total_item_value = 0
+
+ for item in einvoice['ItemList']:
+ total_item_ass_value += item['AssAmt']
+ total_item_cgst_value += item['CgstAmt']
+ total_item_sgst_value += item['SgstAmt']
+ total_item_igst_value += item['IgstAmt']
+ total_item_value += item['TotItemVal']
+
+ self.assertTrue(item['AssAmt'], item['TotAmt'] - item['Discount'])
+ self.assertTrue(item['TotItemVal'], item['AssAmt'] + item['CgstAmt'] + item['SgstAmt'] + item['IgstAmt'])
+
+ value_details = einvoice['ValDtls']
+
+ self.assertEqual(einvoice['Version'], '1.1')
+ self.assertEqual(value_details['AssVal'], total_item_ass_value)
+ self.assertEqual(value_details['CgstVal'], total_item_cgst_value)
+ self.assertEqual(value_details['SgstVal'], total_item_sgst_value)
+ self.assertEqual(value_details['IgstVal'], total_item_igst_value)
+
+ self.assertEqual(
+ value_details['TotInvVal'],
+ value_details['AssVal'] + value_details['CgstVal']
+ + value_details['SgstVal'] + value_details['IgstVal']
+ + value_details['OthChrg'] - value_details['Discount']
+ )
+
+ self.assertEqual(value_details['TotInvVal'], si.base_grand_total)
+ self.assertTrue(einvoice['EwbDtls'])
+
+def make_test_address_for_ewaybill():
+ if not frappe.db.exists('Address', '_Test Address for Eway bill-Billing'):
+ address = frappe.get_doc({
+ "address_line1": "_Test Address Line 1",
+ "address_title": "_Test Address for Eway bill",
+ "address_type": "Billing",
+ "city": "_Test City",
+ "state": "Test State",
+ "country": "India",
+ "doctype": "Address",
+ "is_primary_address": 1,
+ "phone": "+910000000000",
+ "gstin": "27AAECE4835E1ZR",
+ "gst_state": "Maharashtra",
+ "gst_state_number": "27",
+ "pincode": "401108"
+ }).insert()
+
+ address.append("links", {
+ "link_doctype": "Company",
+ "link_name": "_Test Company"
+ })
+
+ address.save()
+
+ if not frappe.db.exists('Address', '_Test Customer-Address for Eway bill-Shipping'):
+ address = frappe.get_doc({
+ "address_line1": "_Test Address Line 1",
+ "address_title": "_Test Customer-Address for Eway bill",
+ "address_type": "Shipping",
+ "city": "_Test City",
+ "state": "Test State",
+ "country": "India",
+ "doctype": "Address",
+ "is_primary_address": 1,
+ "phone": "+910000000000",
+ "gstin": "27AACCM7806M1Z3",
+ "gst_state": "Maharashtra",
+ "gst_state_number": "27",
+ "pincode": "410038"
+ }).insert()
+
+ address.append("links", {
+ "link_doctype": "Customer",
+ "link_name": "_Test Customer"
+ })
+
+ address.save()
+
+def make_test_transporter_for_ewaybill():
+ if not frappe.db.exists('Supplier', '_Test Transporter'):
+ frappe.get_doc({
+ "doctype": "Supplier",
+ "supplier_name": "_Test Transporter",
+ "country": "India",
+ "supplier_group": "_Test Supplier Group",
+ "supplier_type": "Company",
+ "is_transporter": 1
+ }).insert()
+
+def make_sales_invoice_for_ewaybill():
+ make_test_address_for_ewaybill()
+ make_test_transporter_for_ewaybill()
+
+ gst_settings = frappe.get_doc("GST Settings")
+
+ gst_account = frappe.get_all(
+ "GST Account",
+ fields=["cgst_account", "sgst_account", "igst_account"],
+ filters = {"company": "_Test Company"}
+ )
+
+ if not gst_account:
+ gst_settings.append("gst_accounts", {
+ "company": "_Test Company",
+ "cgst_account": "CGST - _TC",
+ "sgst_account": "SGST - _TC",
+ "igst_account": "IGST - _TC",
+ })
+
+ gst_settings.save()
+
+ si = create_sales_invoice(do_not_save=1, rate='60000')
+
+ si.distance = 2000
+ si.company_address = "_Test Address for Eway bill-Billing"
+ si.customer_address = "_Test Customer-Address for Eway bill-Shipping"
+ si.vehicle_no = "KA12KA1234"
+ si.gst_category = "Registered Regular"
+ si.mode_of_transport = 'Road'
+ si.transporter = '_Test Transporter'
+
+ si.append("taxes", {
+ "charge_type": "On Net Total",
+ "account_head": "CGST - _TC",
+ "cost_center": "Main - _TC",
+ "description": "CGST @ 9.0",
+ "rate": 9
+ })
+
+ si.append("taxes", {
+ "charge_type": "On Net Total",
+ "account_head": "SGST - _TC",
+ "cost_center": "Main - _TC",
+ "description": "SGST @ 9.0",
+ "rate": 9
+ })
+
+ return si
def check_gl_entries(doc, voucher_no, expected_gle, posting_date):
gl_entries = frappe.db.sql("""select account, debit, credit, posting_date
@@ -1991,14 +2102,19 @@
si.append("items", {
"item_code": args.item or args.item_code or "_Test Item",
+ "item_name": args.item_name or "_Test Item",
+ "description": args.description or "_Test Item",
"gst_hsn_code": "999800",
"warehouse": args.warehouse or "_Test Warehouse - _TC",
"qty": args.qty or 1,
+ "uom": args.uom or "Nos",
+ "stock_uom": args.uom or "Nos",
"rate": args.rate if args.get("rate") is not None else 100,
"income_account": args.income_account or "Sales - _TC",
"expense_account": args.expense_account or "Cost of Goods Sold - _TC",
"cost_center": args.cost_center or "_Test Cost Center - _TC",
- "serial_no": args.serial_no
+ "serial_no": args.serial_no,
+ "conversion_factor": 1
})
if not args.do_not_save:
diff --git a/erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json b/erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json
index fb3dd6a..3695075 100644
--- a/erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json
+++ b/erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json
@@ -1,4 +1,5 @@
{
+ "actions": [],
"autoname": "hash",
"creation": "2013-06-04 11:02:19",
"doctype": "DocType",
@@ -51,6 +52,7 @@
"column_break_24",
"base_net_rate",
"base_net_amount",
+ "incoming_rate",
"drop_ship",
"delivered_by_supplier",
"accounting",
@@ -792,20 +794,28 @@
"options": "Project"
},
{
- "depends_on": "eval:parent.update_stock == 1",
- "fieldname": "sales_invoice_item",
- "fieldtype": "Data",
- "ignore_user_permissions": 1,
- "label": "Sales Invoice Item",
- "no_copy": 1,
- "print_hide": 1,
- "read_only": 1
- }
+ "depends_on": "eval:parent.update_stock == 1",
+ "fieldname": "sales_invoice_item",
+ "fieldtype": "Data",
+ "ignore_user_permissions": 1,
+ "label": "Sales Invoice Item",
+ "no_copy": 1,
+ "print_hide": 1,
+ "read_only": 1
+ },
+ {
+ "fieldname": "incoming_rate",
+ "fieldtype": "Currency",
+ "label": "Incoming Rate",
+ "no_copy": 1,
+ "print_hide": 1,
+ "read_only": 1
+ }
],
"idx": 1,
"istable": 1,
"links": [],
- "modified": "2020-08-20 11:24:41.749986",
+ "modified": "2020-09-23 19:59:04.879322",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice Item",
diff --git a/erpnext/accounts/doctype/shipping_rule/shipping_rule.js b/erpnext/accounts/doctype/shipping_rule/shipping_rule.js
index d0904ee..8e4b806 100644
--- a/erpnext/accounts/doctype/shipping_rule/shipping_rule.js
+++ b/erpnext/accounts/doctype/shipping_rule/shipping_rule.js
@@ -1,16 +1,18 @@
// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
// License: GNU General Public License v3. See license.txt
-frappe.ui.form.on('Shipping Rule', {
- refresh: function(frm) {
- frm.set_query("cost_center", function() {
- return {
- filters: {
- company: frm.doc.company
- }
- }
- })
+frappe.provide('erpnext.accounts.dimensions');
+frappe.ui.form.on('Shipping Rule', {
+ onload: function(frm) {
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
+ },
+
+ company: function(frm) {
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+ },
+
+ refresh: function(frm) {
frm.set_query("account", function() {
return {
filters: {
diff --git a/erpnext/accounts/doctype/subscription/subscription.py b/erpnext/accounts/doctype/subscription/subscription.py
index 552a5d4..e023b47 100644
--- a/erpnext/accounts/doctype/subscription/subscription.py
+++ b/erpnext/accounts/doctype/subscription/subscription.py
@@ -446,7 +446,7 @@
if not self.generate_invoice_at_period_start:
return False
- if self.is_new_subscription():
+ if self.is_new_subscription() and getdate() >= getdate(self.current_invoice_start):
return True
# Check invoice dates and make sure it doesn't have outstanding invoices
diff --git a/erpnext/accounts/general_ledger.py b/erpnext/accounts/general_ledger.py
index 9a091bf..287c79f 100644
--- a/erpnext/accounts/general_ledger.py
+++ b/erpnext/accounts/general_ledger.py
@@ -5,23 +5,19 @@
import frappe, erpnext
from frappe.utils import flt, cstr, cint, comma_and, today, getdate, formatdate, now
from frappe import _
-from erpnext.accounts.utils import get_stock_and_account_balance
from frappe.model.meta import get_field_precision
from erpnext.accounts.doctype.budget.budget import validate_expense_against_budget
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
-
class ClosedAccountingPeriod(frappe.ValidationError): pass
-class StockAccountInvalidTransaction(frappe.ValidationError): pass
-class StockValueAndAccountBalanceOutOfSync(frappe.ValidationError): pass
-def make_gl_entries(gl_map, cancel=False, adv_adj=False, merge_entries=True, update_outstanding='Yes'):
+def make_gl_entries(gl_map, cancel=False, adv_adj=False, merge_entries=True, update_outstanding='Yes', from_repost=False):
if gl_map:
if not cancel:
validate_accounting_period(gl_map)
gl_map = process_gl_map(gl_map, merge_entries)
if gl_map and len(gl_map) > 1:
- save_entries(gl_map, adv_adj, update_outstanding)
+ save_entries(gl_map, adv_adj, update_outstanding, from_repost)
else:
frappe.throw(_("Incorrect number of General Ledger Entries found. You might have selected a wrong Account in the transaction."))
else:
@@ -119,8 +115,9 @@
if same_head:
return e
-def save_entries(gl_map, adv_adj, update_outstanding):
- validate_cwip_accounts(gl_map)
+def save_entries(gl_map, adv_adj, update_outstanding, from_repost=False):
+ if not from_repost:
+ validate_cwip_accounts(gl_map)
round_off_debit_credit(gl_map)
@@ -128,76 +125,19 @@
check_freezing_date(gl_map[0]["posting_date"], adv_adj)
for entry in gl_map:
- make_entry(entry, adv_adj, update_outstanding)
+ make_entry(entry, adv_adj, update_outstanding, from_repost)
- # check against budget
- validate_expense_against_budget(entry)
-
- validate_account_for_perpetual_inventory(gl_map)
-
-
-def make_entry(args, adv_adj, update_outstanding):
+def make_entry(args, adv_adj, update_outstanding, from_repost=False):
gle = frappe.new_doc("GL Entry")
gle.update(args)
gle.flags.ignore_permissions = 1
+ gle.flags.from_repost = from_repost
gle.insert()
- gle.run_method("on_update_with_args", adv_adj, update_outstanding)
+ gle.run_method("on_update_with_args", adv_adj, update_outstanding, from_repost)
gle.submit()
- # check against budget
- validate_expense_against_budget(args)
-
-def validate_account_for_perpetual_inventory(gl_map):
- if cint(erpnext.is_perpetual_inventory_enabled(gl_map[0].company)):
- account_list = [gl_entries.account for gl_entries in gl_map]
-
- aii_accounts = [d.name for d in frappe.get_all("Account",
- filters={'account_type': 'Stock', 'is_group': 0, 'company': gl_map[0].company})]
-
- for account in account_list:
- if account not in aii_accounts:
- continue
-
- # Always use current date to get stock and account balance as there can future entries for
- # other items
- account_bal, stock_bal, warehouse_list = get_stock_and_account_balance(account,
- getdate(), gl_map[0].company)
-
- if gl_map[0].voucher_type=="Journal Entry":
- # In case of Journal Entry, there are no corresponding SL entries,
- # hence deducting currency amount
- account_bal -= flt(gl_map[0].debit) - flt(gl_map[0].credit)
- if account_bal == stock_bal:
- frappe.throw(_("Account: {0} can only be updated via Stock Transactions")
- .format(account), StockAccountInvalidTransaction)
-
- elif abs(account_bal - stock_bal) > 0.1:
- precision = get_field_precision(frappe.get_meta("GL Entry").get_field("debit"),
- currency=frappe.get_cached_value('Company', gl_map[0].company, "default_currency"))
-
- diff = flt(stock_bal - account_bal, precision)
- error_reason = _("Stock Value ({0}) and Account Balance ({1}) are out of sync for account {2} and it's linked warehouses.").format(
- stock_bal, account_bal, frappe.bold(account))
- error_resolution = _("Please create adjustment Journal Entry for amount {0} ").format(frappe.bold(diff))
- stock_adjustment_account = frappe.db.get_value("Company",gl_map[0].company,"stock_adjustment_account")
-
- db_or_cr_warehouse_account =('credit_in_account_currency' if diff < 0 else 'debit_in_account_currency')
- db_or_cr_stock_adjustment_account = ('debit_in_account_currency' if diff < 0 else 'credit_in_account_currency')
-
- journal_entry_args = {
- 'accounts':[
- {'account': account, db_or_cr_warehouse_account : abs(diff)},
- {'account': stock_adjustment_account, db_or_cr_stock_adjustment_account : abs(diff) }]
- }
-
- frappe.msgprint(msg="""{0}<br></br>{1}<br></br>""".format(error_reason, error_resolution),
- raise_exception=StockValueAndAccountBalanceOutOfSync,
- title=_('Values Out Of Sync'),
- primary_action={
- 'label': _('Make Journal Entry'),
- 'client_action': 'erpnext.route_to_adjustment_jv',
- 'args': journal_entry_args
- })
+ if not from_repost:
+ validate_expense_against_budget(args)
def validate_cwip_accounts(gl_map):
cwip_enabled = any([cint(ac.enable_cwip_accounting) for ac in frappe.db.get_all("Asset Category","enable_cwip_accounting")])
diff --git a/erpnext/accounts/print_format/gst_e_invoice/__init__.py b/erpnext/accounts/print_format/gst_e_invoice/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/accounts/print_format/gst_e_invoice/__init__.py
diff --git a/erpnext/accounts/print_format/gst_e_invoice/gst_e_invoice.html b/erpnext/accounts/print_format/gst_e_invoice/gst_e_invoice.html
new file mode 100644
index 0000000..9827e00
--- /dev/null
+++ b/erpnext/accounts/print_format/gst_e_invoice/gst_e_invoice.html
@@ -0,0 +1,162 @@
+{%- from "templates/print_formats/standard_macros.html" import add_header, render_field, print_value -%}
+{%- set einvoice = json.loads(doc.signed_einvoice) -%}
+
+<div class="page-break">
+ <div {% if print_settings.repeat_header_footer %} id="header-html" class="hidden-pdf" {% endif %}>
+ {% if letter_head and not no_letterhead %}
+ <div class="letter-head">{{ letter_head }}</div>
+ {% endif %}
+ <div class="print-heading">
+ <h2>E Invoice<br><small>{{ doc.name }}</small></h2>
+ </div>
+ </div>
+ {% if print_settings.repeat_header_footer %}
+ <div id="footer-html" class="visible-pdf">
+ {% if not no_letterhead and footer %}
+ <div class="letter-head-footer">
+ {{ footer }}
+ </div>
+ {% endif %}
+ <p class="text-center small page-number visible-pdf">
+ {{ _("Page {0} of {1}").format('<span class="page"></span>', '<span class="topage"></span>') }}
+ </p>
+ </div>
+ {% endif %}
+ <div class="row section-break" style="border-bottom: 1px solid #d1d8dd; padding-bottom: 10px;">
+ <h5 class="font-bold" style="margin-left: 15px; margin-top: 0px;">1. Transaction Details</h5>
+ <div class="col-xs-8 column-break">
+ <div class="row data-field">
+ <div class="col-xs-4"><label>IRN</label></div>
+ <div class="col-xs-8 value">{{ einvoice.Irn }}</div>
+ </div>
+ <div class="row data-field">
+ <div class="col-xs-4"><label>Ack. No</label></div>
+ <div class="col-xs-8 value">{{ einvoice.AckNo }}</div>
+ </div>
+ <div class="row data-field">
+ <div class="col-xs-4"><label>Ack. Date</label></div>
+ <div class="col-xs-8 value">{{ frappe.utils.format_datetime(einvoice.AckDt, "dd/MM/yyyy hh:mm:ss") }}</div>
+ </div>
+ <div class="row data-field">
+ <div class="col-xs-4"><label>Category</label></div>
+ <div class="col-xs-8 value">{{ einvoice.TranDtls.SupTyp }}</div>
+ </div>
+ <div class="row data-field">
+ <div class="col-xs-4"><label>Document Type</label></div>
+ <div class="col-xs-8 value">{{ einvoice.DocDtls.Typ }}</div>
+ </div>
+ <div class="row data-field">
+ <div class="col-xs-4"><label>Document No</label></div>
+ <div class="col-xs-8 value">{{ einvoice.DocDtls.No }}</div>
+ </div>
+ </div>
+ <div class="col-xs-4 column-break">
+ <img src="{{ doc.qrcode_image }}" width="175px" style="float: right;">
+ </div>
+ </div>
+ <div class="row section-break" style="border-bottom: 1px solid #d1d8dd; padding-bottom: 10px;">
+ <h5 class="font-bold" style="margin-left: 15px; margin-bottom: 0px;">2. Party Details</h5>
+ {%- set seller = einvoice.SellerDtls -%}
+ <div class="col-xs-6 column-break">
+ <h5 style="margin-bottom: 5px;">Seller</h5>
+ <p>{{ seller.Gstin }}</p>
+ <p>{{ seller.LglNm }}</p>
+ <p>{{ seller.Addr1 }}</p>
+ {%- if seller.Addr2 -%} <p>{{ seller.Addr2 }}</p> {% endif %}
+ <p>{{ seller.Loc }}</p>
+ <p>{{ frappe.db.get_value("Address", doc.company_address, "gst_state") }} - {{ seller.Pin }}</p>
+
+ {%- if einvoice.ShipDtls -%}
+ {%- set shipping = einvoice.ShipDtls -%}
+ <h5 style="margin-bottom: 5px;">Shipping</h5>
+ <p>{{ shipping.Gstin }}</p>
+ <p>{{ shipping.LglNm }}</p>
+ <p>{{ shipping.Addr1 }}</p>
+ {%- if shipping.Addr2 -%} <p>{{ shipping.Addr2 }}</p> {% endif %}
+ <p>{{ shipping.Loc }}</p>
+ <p>{{ frappe.db.get_value("Address", doc.shipping_address_name, "gst_state") }} - {{ shipping.Pin }}</p>
+ {% endif %}
+ </div>
+ {%- set buyer = einvoice.BuyerDtls -%}
+ <div class="col-xs-6 column-break">
+ <h5 style="margin-bottom: 5px;">Buyer</h5>
+ <p>{{ buyer.Gstin }}</p>
+ <p>{{ buyer.LglNm }}</p>
+ <p>{{ buyer.Addr1 }}</p>
+ {%- if buyer.Addr2 -%} <p>{{ buyer.Addr2 }}</p> {% endif %}
+ <p>{{ buyer.Loc }}</p>
+ <p>{{ frappe.db.get_value("Address", doc.customer_address, "gst_state") }} - {{ buyer.Pin }}</p>
+ </div>
+ </div>
+ <div style="overflow-x: auto;">
+ <h5 class="font-bold" style="margin-bottom: 0px;">3. Item Details</h5>
+ <table class="table table-bordered">
+ <thead>
+ <tr>
+ <th class="text-left" style="width: 3%;">Sr. No.</th>
+ <th class="text-left">Item</th>
+ <th class="text-left" style="width: 10%;">HSN Code</th>
+ <th class="text-left" style="width: 5%;">Qty</th>
+ <th class="text-left" style="width: 5%;">UOM</th>
+ <th class="text-left">Rate</th>
+ <th class="text-left" style="width: 5%;">Discount</th>
+ <th class="text-left">Taxable Amount</th>
+ <th class="text-left" style="width: 7%;">Tax Rate</th>
+ <th class="text-left" style="width: 5%;">Other Charges</th>
+ <th class="text-left">Total</th>
+ </tr>
+ </thead>
+ <tbody>
+ {% for item in einvoice.ItemList %}
+ <tr>
+ <td class="text-left" style="width: 3%;">{{ item.SlNo }}</td>
+ <td class="text-left">{{ item.PrdDesc }}</td>
+ <td class="text-left" style="width: 10%;">{{ item.HsnCd }}</td>
+ <td class="text-right" style="width: 5%;">{{ item.Qty }}</td>
+ <td class="text-left" style="width: 5%;">{{ item.Unit }}</td>
+ <td class="text-right">{{ frappe.utils.fmt_money(item.UnitPrice, None, "INR") }}</td>
+ <td class="text-right" style="width: 5%;">{{ frappe.utils.fmt_money(item.Discount, None, "INR") }}</td>
+ <td class="text-right">{{ frappe.utils.fmt_money(item.AssAmt, None, "INR") }}</td>
+ <td class="text-right" style="width: 7%;">{{ item.GstRt + item.CesRt }} %</td>
+ <td class="text-right" style="width: 5%;">{{ frappe.utils.fmt_money(0, None, "INR") }}</td>
+ <td class="text-right">{{ frappe.utils.fmt_money(item.TotItemVal, None, "INR") }}</td>
+ </tr>
+ {% endfor %}
+ </tbody>
+ </table>
+ </div>
+ <div style="overflow-x: auto;">
+ <h5 class="font-bold" style="margin-bottom: 0px;">4. Value Details</h5>
+ <table class="table table-bordered">
+ <thead>
+ <tr>
+ <th class="text-left">Taxable Amount</th>
+ <th class="text-left">CGST</th>
+ <th class="text-left"">SGST</th>
+ <th class="text-left">IGST</th>
+ <th class="text-left">CESS</th>
+ <th class="text-left" style="width: 10%;">State CESS</th>
+ <th class="text-left">Discount</th>
+ <th class="text-left" style="width: 10%;">Other Charges</th>
+ <th class="text-left" style="width: 10%;">Round Off</th>
+ <th class="text-left">Total Value</th>
+ </tr>
+ </thead>
+ <tbody>
+ {%- set value_details = einvoice.ValDtls -%}
+ <tr>
+ <td class="text-right">{{ frappe.utils.fmt_money(value_details.AssVal, None, "INR") }}</td>
+ <td class="text-right">{{ frappe.utils.fmt_money(value_details.CgstVal, None, "INR") }}</td>
+ <td class="text-right">{{ frappe.utils.fmt_money(value_details.SgstVal, None, "INR") }}</td>
+ <td class="text-right">{{ frappe.utils.fmt_money(value_details.IgstVal, None, "INR") }}</td>
+ <td class="text-right">{{ frappe.utils.fmt_money(value_details.CesVal, None, "INR") }}</td>
+ <td class="text-right">{{ frappe.utils.fmt_money(0, None, "INR") }}</td>
+ <td class="text-right">{{ frappe.utils.fmt_money(value_details.Discount, None, "INR") }}</td>
+ <td class="text-right">{{ frappe.utils.fmt_money(0, None, "INR") }}</td>
+ <td class="text-right">{{ frappe.utils.fmt_money(value_details.RndOffAmt, None, "INR") }}</td>
+ <td class="text-right">{{ frappe.utils.fmt_money(value_details.TotInvVal, None, "INR") }}</td>
+ </tr>
+ </tbody>
+ </table>
+ </div>
+</div>
\ No newline at end of file
diff --git a/erpnext/accounts/print_format/gst_e_invoice/gst_e_invoice.json b/erpnext/accounts/print_format/gst_e_invoice/gst_e_invoice.json
new file mode 100644
index 0000000..1001199
--- /dev/null
+++ b/erpnext/accounts/print_format/gst_e_invoice/gst_e_invoice.json
@@ -0,0 +1,24 @@
+{
+ "align_labels_right": 1,
+ "creation": "2020-10-10 18:01:21.032914",
+ "custom_format": 0,
+ "default_print_language": "en-US",
+ "disabled": 1,
+ "doc_type": "Sales Invoice",
+ "docstatus": 0,
+ "doctype": "Print Format",
+ "font": "Default",
+ "html": "",
+ "idx": 0,
+ "line_breaks": 1,
+ "modified": "2020-10-23 19:54:40.634936",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "GST E-Invoice",
+ "owner": "Administrator",
+ "print_format_builder": 0,
+ "print_format_type": "Jinja",
+ "raw_printing": 0,
+ "show_section_headings": 1,
+ "standard": "Yes"
+}
\ No newline at end of file
diff --git a/erpnext/accounts/report/asset_depreciation_ledger/asset_depreciation_ledger.py b/erpnext/accounts/report/asset_depreciation_ledger/asset_depreciation_ledger.py
index 16bef56..2162a02 100644
--- a/erpnext/accounts/report/asset_depreciation_ledger/asset_depreciation_ledger.py
+++ b/erpnext/accounts/report/asset_depreciation_ledger/asset_depreciation_ledger.py
@@ -47,21 +47,22 @@
for d in gl_entries:
asset_data = assets_details.get(d.against_voucher)
- if not asset_data.get("accumulated_depreciation_amount"):
- asset_data.accumulated_depreciation_amount = d.debit
- else:
- asset_data.accumulated_depreciation_amount += d.debit
+ if asset_data:
+ if not asset_data.get("accumulated_depreciation_amount"):
+ asset_data.accumulated_depreciation_amount = d.debit
+ else:
+ asset_data.accumulated_depreciation_amount += d.debit
- row = frappe._dict(asset_data)
- row.update({
- "depreciation_amount": d.debit,
- "depreciation_date": d.posting_date,
- "amount_after_depreciation": (flt(row.gross_purchase_amount) -
- flt(row.accumulated_depreciation_amount)),
- "depreciation_entry": d.voucher_no
- })
+ row = frappe._dict(asset_data)
+ row.update({
+ "depreciation_amount": d.debit,
+ "depreciation_date": d.posting_date,
+ "amount_after_depreciation": (flt(row.gross_purchase_amount) -
+ flt(row.accumulated_depreciation_amount)),
+ "depreciation_entry": d.voucher_no
+ })
- data.append(row)
+ data.append(row)
return data
diff --git a/erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.py b/erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.py
index 57a1231..7195c7e 100644
--- a/erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.py
+++ b/erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.py
@@ -59,23 +59,111 @@
def get_columns(filters):
return [
- _("Payment Document") + ":: 100",
- _("Payment Entry") + ":Dynamic Link/"+_("Payment Document")+":140",
- _("Party Type") + "::100",
- _("Party") + ":Dynamic Link/Party Type:140",
- _("Posting Date") + ":Date:100",
- _("Invoice") + (":Link/Purchase Invoice:130" if filters.get("payment_type") == _("Outgoing") else ":Link/Sales Invoice:130"),
- _("Invoice Posting Date") + ":Date:130",
- _("Payment Due Date") + ":Date:130",
- _("Debit") + ":Currency:120",
- _("Credit") + ":Currency:120",
- _("Remarks") + "::150",
- _("Age") +":Int:40",
- "0-30:Currency:100",
- "30-60:Currency:100",
- "60-90:Currency:100",
- _("90-Above") + ":Currency:100",
- _("Delay in payment (Days)") + "::150"
+ {
+ "fieldname": "payment_document",
+ "label": _("Payment Document Type"),
+ "fieldtype": "Data",
+ "width": 100
+ },
+ {
+ "fieldname": "payment_entry",
+ "label": _("Payment Document"),
+ "fieldtype": "Dynamic Link",
+ "options": "payment_document",
+ "width": 160
+ },
+ {
+ "fieldname": "party_type",
+ "label": _("Party Type"),
+ "fieldtype": "Data",
+ "width": 100
+ },
+ {
+ "fieldname": "party",
+ "label": _("Party"),
+ "fieldtype": "Dynamic Link",
+ "options": "party_type",
+ "width": 160
+ },
+ {
+ "fieldname": "posting_date",
+ "label": _("Posting Date"),
+ "fieldtype": "Date",
+ "width": 100
+ },
+ {
+ "fieldname": "invoice",
+ "label": _("Invoice"),
+ "fieldtype": "Link",
+ "options": "Purchase Invoice" if filters.get("payment_type") == _("Outgoing") else "Sales Invoice",
+ "width": 160
+ },
+ {
+ "fieldname": "invoice_posting_date",
+ "label": _("Invoice Posting Date"),
+ "fieldtype": "Date",
+ "width": 100
+ },
+ {
+ "fieldname": "due_date",
+ "label": _("Payment Due Date"),
+ "fieldtype": "Date",
+ "width": 100
+ },
+ {
+ "fieldname": "debit",
+ "label": _("Debit"),
+ "fieldtype": "Currency",
+ "width": 140
+ },
+ {
+ "fieldname": "credit",
+ "label": _("Credit"),
+ "fieldtype": "Currency",
+ "width": 140
+ },
+ {
+ "fieldname": "remarks",
+ "label": _("Remarks"),
+ "fieldtype": "Data",
+ "width": 200
+ },
+ {
+ "fieldname": "age",
+ "label": _("Age"),
+ "fieldtype": "Int",
+ "width": 50
+ },
+ {
+ "fieldname": "range1",
+ "label": "0-30",
+ "fieldtype": "Currency",
+ "width": 140
+ },
+ {
+ "fieldname": "range2",
+ "label": "30-60",
+ "fieldtype": "Currency",
+ "width": 140
+ },
+ {
+ "fieldname": "range3",
+ "label": "60-90",
+ "fieldtype": "Currency",
+ "width": 140
+ },
+ {
+ "fieldname": "range4",
+ "label": _("90 Above"),
+ "fieldtype": "Currency",
+ "width": 140
+ },
+ {
+ "fieldname": "delay_in_payment",
+ "label": _("Delay in payment (Days)"),
+ "fieldtype": "Int",
+ "width": 100
+ }
]
def get_conditions(filters):
diff --git a/erpnext/accounts/utils.py b/erpnext/accounts/utils.py
index 550aaef..67c7fd2 100644
--- a/erpnext/accounts/utils.py
+++ b/erpnext/accounts/utils.py
@@ -12,11 +12,12 @@
from six import iteritems
# imported to enable erpnext.accounts.utils.get_account_currency
from erpnext.accounts.doctype.account.account import get_account_currency
+from frappe.model.meta import get_field_precision
from erpnext.stock.utils import get_stock_value_on
from erpnext.stock import get_warehouse_account_map
-
+class StockValueAndAccountBalanceOutOfSync(frappe.ValidationError): pass
class FiscalYearError(frappe.ValidationError): pass
@frappe.whitelist()
@@ -585,24 +586,6 @@
(dr_or_cr, dr_or_cr, '%s', '%s', '%s', dr_or_cr),
(d.diff, d.voucher_type, d.voucher_no))
-def get_stock_and_account_balance(account=None, posting_date=None, company=None):
- if not posting_date: posting_date = nowdate()
-
- warehouse_account = get_warehouse_account_map(company)
-
- account_balance = get_balance_on(account, posting_date, in_account_currency=False, ignore_account_permission=True)
-
- related_warehouses = [wh for wh, wh_details in warehouse_account.items()
- if wh_details.account == account and not wh_details.is_group]
-
- total_stock_value = 0.0
- for warehouse in related_warehouses:
- value = get_stock_value_on(warehouse, posting_date)
- total_stock_value += value
-
- precision = frappe.get_precision("Journal Entry Account", "debit_in_account_currency")
- return flt(account_balance, precision), flt(total_stock_value, precision), related_warehouses
-
def get_currency_precision():
precision = cint(frappe.db.get_default("currency_precision"))
if not precision:
@@ -903,12 +886,6 @@
return accounts
-def get_stock_accounts(company):
- return frappe.get_all("Account", filters = {
- "account_type": "Stock",
- "company": company
- })
-
def update_gl_entries_after(posting_date, posting_time, for_warehouses=None, for_items=None,
warehouse_account=None, company=None):
def _delete_gl_entries(voucher_type, voucher_no):
@@ -928,7 +905,7 @@
if expected_gle:
if not existing_gle or not compare_existing_and_expected_gle(existing_gle, expected_gle):
_delete_gl_entries(voucher_type, voucher_no)
- voucher_obj.make_gl_entries(gl_entries=expected_gle, repost_future_gle=False, from_repost=True)
+ voucher_obj.make_gl_entries(gl_entries=expected_gle, from_repost=True)
else:
_delete_gl_entries(voucher_type, voucher_no)
@@ -947,7 +924,10 @@
for d in frappe.db.sql("""select distinct sle.voucher_type, sle.voucher_no
from `tabStock Ledger Entry` sle
- where timestamp(sle.posting_date, sle.posting_time) >= timestamp(%s, %s) {condition}
+ where
+ timestamp(sle.posting_date, sle.posting_time) >= timestamp(%s, %s)
+ and is_cancelled = 0
+ {condition}
order by timestamp(sle.posting_date, sle.posting_time) asc, creation asc for update""".format(condition=condition),
tuple([posting_date, posting_time] + values), as_dict=True):
future_stock_vouchers.append([d.voucher_type, d.voucher_no])
@@ -964,3 +944,106 @@
gl_entries.setdefault((d.voucher_type, d.voucher_no), []).append(d)
return gl_entries
+
+def compare_existing_and_expected_gle(existing_gle, expected_gle):
+ matched = True
+ for entry in expected_gle:
+ account_existed = False
+ for e in existing_gle:
+ if entry.account == e.account:
+ account_existed = True
+ if entry.account == e.account and entry.against_account == e.against_account \
+ and (not entry.cost_center or not e.cost_center or entry.cost_center == e.cost_center) \
+ and (entry.debit != e.debit or entry.credit != e.credit):
+ matched = False
+ break
+ if not account_existed:
+ matched = False
+ break
+ return matched
+
+def check_if_stock_and_account_balance_synced(posting_date, company, voucher_type=None, voucher_no=None):
+ if not cint(erpnext.is_perpetual_inventory_enabled(company)):
+ return
+
+ accounts = get_stock_accounts(company, voucher_type, voucher_no)
+ stock_adjustment_account = frappe.db.get_value("Company", company, "stock_adjustment_account")
+
+ for account in accounts:
+ account_bal, stock_bal, warehouse_list = get_stock_and_account_balance(account,
+ posting_date, company)
+
+ if abs(account_bal - stock_bal) > 0.1:
+ precision = get_field_precision(frappe.get_meta("GL Entry").get_field("debit"),
+ currency=frappe.get_cached_value('Company', company, "default_currency"))
+
+ diff = flt(stock_bal - account_bal, precision)
+
+ error_reason = _("Stock Value ({0}) and Account Balance ({1}) are out of sync for account {2} and it's linked warehouses as on {3}.").format(
+ stock_bal, account_bal, frappe.bold(account), posting_date)
+ error_resolution = _("Please create an adjustment Journal Entry for amount {0} on {1}")\
+ .format(frappe.bold(diff), frappe.bold(posting_date))
+
+ frappe.msgprint(
+ msg="""{0}<br></br>{1}<br></br>""".format(error_reason, error_resolution),
+ raise_exception=StockValueAndAccountBalanceOutOfSync,
+ title=_('Values Out Of Sync'),
+ primary_action={
+ 'label': _('Make Journal Entry'),
+ 'client_action': 'erpnext.route_to_adjustment_jv',
+ 'args': get_journal_entry(account, stock_adjustment_account, diff)
+ })
+
+def get_stock_accounts(company, voucher_type=None, voucher_no=None):
+ stock_accounts = [d.name for d in frappe.db.get_all("Account", {
+ "account_type": "Stock",
+ "company": company,
+ "is_group": 0
+ })]
+ if voucher_type and voucher_no:
+ if voucher_type == "Journal Entry":
+ stock_accounts = [d.account for d in frappe.db.get_all("Journal Entry Account", {
+ "parent": voucher_no,
+ "account": ["in", stock_accounts]
+ }, "account")]
+
+ else:
+ stock_accounts = [d.account for d in frappe.db.get_all("GL Entry", {
+ "voucher_type": voucher_type,
+ "voucher_no": voucher_no,
+ "account": ["in", stock_accounts]
+ }, "account")]
+
+ return stock_accounts
+
+def get_stock_and_account_balance(account=None, posting_date=None, company=None):
+ if not posting_date: posting_date = nowdate()
+
+ warehouse_account = get_warehouse_account_map(company)
+
+ account_balance = get_balance_on(account, posting_date, in_account_currency=False, ignore_account_permission=True)
+
+ related_warehouses = [wh for wh, wh_details in warehouse_account.items()
+ if wh_details.account == account and not wh_details.is_group]
+
+ total_stock_value = 0.0
+ for warehouse in related_warehouses:
+ value = get_stock_value_on(warehouse, posting_date)
+ total_stock_value += value
+
+ precision = frappe.get_precision("Journal Entry Account", "debit_in_account_currency")
+ return flt(account_balance, precision), flt(total_stock_value, precision), related_warehouses
+
+def get_journal_entry(account, stock_adjustment_account, amount):
+ db_or_cr_warehouse_account =('credit_in_account_currency' if amount < 0 else 'debit_in_account_currency')
+ db_or_cr_stock_adjustment_account = ('debit_in_account_currency' if amount < 0 else 'credit_in_account_currency')
+
+ return {
+ 'accounts':[{
+ 'account': account,
+ db_or_cr_warehouse_account: abs(amount)
+ }, {
+ 'account': stock_adjustment_account,
+ db_or_cr_stock_adjustment_account : abs(amount)
+ }]
+ }
diff --git a/erpnext/agriculture/doctype/crop_cycle/crop_cycle.py b/erpnext/agriculture/doctype/crop_cycle/crop_cycle.py
index cae150c..afbd9b4 100644
--- a/erpnext/agriculture/doctype/crop_cycle/crop_cycle.py
+++ b/erpnext/agriculture/doctype/crop_cycle/crop_cycle.py
@@ -48,7 +48,7 @@
def import_disease_tasks(self, disease, start_date):
disease_doc = frappe.get_doc('Disease', disease)
- self.create_task(disease_doc.treatment_task, self.name, start_date)
+ self.create_task(disease_doc.treatment_task, self.project, start_date)
def create_project(self, period, crop_tasks):
project = frappe.get_doc({
diff --git a/erpnext/agriculture/doctype/crop_cycle/test_crop_cycle.py b/erpnext/agriculture/doctype/crop_cycle/test_crop_cycle.py
index 5510d5a..763b403 100644
--- a/erpnext/agriculture/doctype/crop_cycle/test_crop_cycle.py
+++ b/erpnext/agriculture/doctype/crop_cycle/test_crop_cycle.py
@@ -71,4 +71,4 @@
def check_project_creation():
- return True if frappe.db.exists('Project', 'Basil from seed 2017') else False
+ return True if frappe.db.exists('Project', {'project_name': 'Basil from seed 2017'}) else False
diff --git a/erpnext/assets/doctype/asset/asset.js b/erpnext/assets/doctype/asset/asset.js
index b2318a2..6f1bb28 100644
--- a/erpnext/assets/doctype/asset/asset.js
+++ b/erpnext/assets/doctype/asset/asset.js
@@ -2,6 +2,7 @@
// For license information, please see license.txt
frappe.provide("erpnext.asset");
+frappe.provide("erpnext.accounts.dimensions");
frappe.ui.form.on('Asset', {
onload: function(frm) {
@@ -32,13 +33,11 @@
};
});
- frm.set_query("cost_center", function() {
- return {
- "filters": {
- "company": frm.doc.company,
- }
- };
- });
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
+ },
+
+ company: function(frm) {
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
},
setup: function(frm) {
diff --git a/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.js b/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.js
index a6e6974..79c8861 100644
--- a/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.js
+++ b/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.js
@@ -1,6 +1,8 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
+frappe.provide("erpnext.accounts.dimensions");
+
frappe.ui.form.on('Asset Value Adjustment', {
setup: function(frm) {
frm.add_fetch('company', 'cost_center', 'cost_center');
@@ -13,11 +15,19 @@
}
});
},
+
onload: function(frm) {
if(frm.is_new() && frm.doc.asset) {
frm.trigger("set_current_asset_value");
}
+
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
+
+ company: function(frm) {
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+ },
+
asset: function(frm) {
frm.trigger("set_current_asset_value");
},
diff --git a/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py b/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py
index 74ca62f..1430827 100644
--- a/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py
+++ b/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py
@@ -21,9 +21,6 @@
self.reschedule_depreciations(self.new_asset_value)
def on_cancel(self):
- if self.journal_entry:
- frappe.throw(_("Cancel the journal entry {0} first").format(self.journal_entry))
-
self.reschedule_depreciations(self.current_asset_value)
def validate_date(self):
diff --git a/erpnext/buying/doctype/purchase_order/purchase_order.js b/erpnext/buying/doctype/purchase_order/purchase_order.js
index 47483c9..0b98274 100644
--- a/erpnext/buying/doctype/purchase_order/purchase_order.js
+++ b/erpnext/buying/doctype/purchase_order/purchase_order.js
@@ -2,7 +2,7 @@
// License: GNU General Public License v3. See license.txt
frappe.provide("erpnext.buying");
-
+frappe.provide("erpnext.accounts.dimensions");
{% include 'erpnext/public/js/controllers/buying.js' %};
frappe.ui.form.on("Purchase Order", {
@@ -30,6 +30,10 @@
},
+ company: function(frm) {
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+ },
+
onload: function(frm) {
set_schedule_date(frm);
if (!frm.doc.transaction_date){
@@ -39,6 +43,8 @@
erpnext.queries.setup_queries(frm, "Warehouse", function() {
return erpnext.queries.warehouse(frm.doc);
});
+
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
}
});
@@ -58,8 +64,8 @@
erpnext.buying.PurchaseOrderController = erpnext.buying.BuyingController.extend({
setup: function() {
this.frm.custom_make_buttons = {
- 'Purchase Receipt': 'Receipt',
- 'Purchase Invoice': 'Invoice',
+ 'Purchase Receipt': 'Purchase Receipt',
+ 'Purchase Invoice': 'Purchase Invoice',
'Stock Entry': 'Material to Supplier',
'Payment Entry': 'Payment',
}
diff --git a/erpnext/buying/doctype/purchase_order_item/purchase_order_item.json b/erpnext/buying/doctype/purchase_order_item/purchase_order_item.json
index 10db240..c691e9f 100644
--- a/erpnext/buying/doctype/purchase_order_item/purchase_order_item.json
+++ b/erpnext/buying/doctype/purchase_order_item/purchase_order_item.json
@@ -732,7 +732,7 @@
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
- "modified": "2020-10-30 11:59:47.670951",
+ "modified": "2020-12-07 11:59:47.670951",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order Item",
diff --git a/erpnext/buying/report/purchase_analytics/purchase_analytics.js b/erpnext/buying/report/purchase_analytics/purchase_analytics.js
index e17973c..ba8535a 100644
--- a/erpnext/buying/report/purchase_analytics/purchase_analytics.js
+++ b/erpnext/buying/report/purchase_analytics/purchase_analytics.js
@@ -75,62 +75,70 @@
return Object.assign(options, {
checkboxColumn: true,
events: {
- onCheckRow: function(data) {
+ onCheckRow: function (data) {
+ if (!data) return;
+
+ const data_doctype = $(
+ data[2].html
+ )[0].attributes.getNamedItem("data-doctype").value;
+ const tree_type = frappe.query_report.filters[0].value;
+ if (data_doctype != tree_type) return;
+
row_name = data[2].content;
length = data.length;
- var tree_type = frappe.query_report.filters[0].value;
-
- if(tree_type == "Supplier" || tree_type == "Item") {
- row_values = data.slice(4,length-1).map(function (column) {
- return column.content;
- })
- }
- else {
- row_values = data.slice(3,length-1).map(function (column) {
- return column.content;
- })
+ if (tree_type == "Supplier") {
+ row_values = data
+ .slice(4, length - 1)
+ .map(function (column) {
+ return column.content;
+ });
+ } else if (tree_type == "Item") {
+ row_values = data
+ .slice(5, length - 1)
+ .map(function (column) {
+ return column.content;
+ });
+ } else {
+ row_values = data
+ .slice(3, length - 1)
+ .map(function (column) {
+ return column.content;
+ });
}
- entry = {
- 'name':row_name,
- 'values':row_values
- }
+ entry = {
+ name: row_name,
+ values: row_values,
+ };
let raw_data = frappe.query_report.chart.data;
let new_datasets = raw_data.datasets;
- var found = false;
-
- for(var i=0; i < new_datasets.length;i++){
- if(new_datasets[i].name == row_name){
- found = true;
- new_datasets.splice(i,1);
- break;
+ let element_found = new_datasets.some((element, index, array)=>{
+ if(element.name == row_name){
+ array.splice(index, 1)
+ return true
}
- }
+ return false
+ })
- if(!found){
+ if (!element_found) {
new_datasets.push(entry);
}
-
let new_data = {
labels: raw_data.labels,
- datasets: new_datasets
- }
-
- setTimeout(() => {
- frappe.query_report.chart.update(new_data)
- },500)
-
-
- setTimeout(() => {
- frappe.query_report.chart.draw(true);
- }, 1000)
+ datasets: new_datasets,
+ };
+ chart_options = {
+ data: new_data,
+ type: "line",
+ };
+ frappe.query_report.render_chart(chart_options);
frappe.query_report.raw_chart_data = new_data;
},
- }
+ },
});
}
}
diff --git a/erpnext/buying/utils.py b/erpnext/buying/utils.py
index 47b4866..a73cb0d 100644
--- a/erpnext/buying/utils.py
+++ b/erpnext/buying/utils.py
@@ -35,9 +35,10 @@
frappe.throw(_("UOM Conversion factor is required in row {0}").format(d.idx))
# update last purchsae rate
- if last_purchase_rate:
- frappe.db.sql("""update `tabItem` set last_purchase_rate = %s where name = %s""",
- (flt(last_purchase_rate), d.item_code))
+ frappe.db.set_value('Item', d.item_code, 'last_purchase_rate', flt(last_purchase_rate))
+
+
+
def validate_for_items(doc):
items = []
diff --git a/erpnext/controllers/accounts_controller.py b/erpnext/controllers/accounts_controller.py
index 6237aef..933b4b2 100644
--- a/erpnext/controllers/accounts_controller.py
+++ b/erpnext/controllers/accounts_controller.py
@@ -124,8 +124,14 @@
self.set_inter_company_account()
validate_regional(self)
+
+ validate_einvoice_fields(self)
+
if self.doctype != 'Material Request':
apply_pricing_rule_on_transaction(self)
+
+ def before_cancel(self):
+ validate_einvoice_fields(self)
def validate_deferred_start_and_end_date(self):
for d in self.items:
@@ -1535,3 +1541,7 @@
@erpnext.allow_regional
def validate_regional(doc):
pass
+
+@erpnext.allow_regional
+def validate_einvoice_fields(doc):
+ pass
diff --git a/erpnext/controllers/buying_controller.py b/erpnext/controllers/buying_controller.py
index 53f8edb..adc6e01 100644
--- a/erpnext/controllers/buying_controller.py
+++ b/erpnext/controllers/buying_controller.py
@@ -16,6 +16,8 @@
from erpnext.accounts.doctype.budget.budget import validate_expense_against_budget
from erpnext.controllers.stock_controller import StockController
+from erpnext.controllers.sales_and_purchase_return import get_rate_for_return
+from erpnext.stock.utils import get_incoming_rate
class BuyingController(StockController):
@@ -53,7 +55,7 @@
self.set_landed_cost_voucher_amount()
if self.doctype in ("Purchase Receipt", "Purchase Invoice"):
- self.update_valuation_rate("items")
+ self.update_valuation_rate()
def set_missing_values(self, for_validate=False):
super(BuyingController, self).set_missing_values(for_validate)
@@ -167,7 +169,7 @@
self.in_words = money_in_words(amount, self.currency)
# update valuation rate
- def update_valuation_rate(self, parentfield):
+ def update_valuation_rate(self, reset_outgoing_rate=True):
"""
item_tax_amount is the total tax amount applied on that item
stored for valuation
@@ -178,7 +180,7 @@
stock_and_asset_items_qty, stock_and_asset_items_amount = 0, 0
last_item_idx = 1
- for d in self.get(parentfield):
+ for d in self.get("items"):
if d.item_code and d.item_code in stock_and_asset_items:
stock_and_asset_items_qty += flt(d.qty)
stock_and_asset_items_amount += flt(d.base_net_amount)
@@ -188,7 +190,7 @@
if d.category in ["Valuation", "Valuation and Total"]])
valuation_amount_adjustment = total_valuation_amount
- for i, item in enumerate(self.get(parentfield)):
+ for i, item in enumerate(self.get("items")):
if item.item_code and item.qty and item.item_code in stock_and_asset_items:
item_proportion = flt(item.base_net_amount) / stock_and_asset_items_amount if stock_and_asset_items_amount \
else flt(item.qty) / stock_and_asset_items_qty
@@ -206,16 +208,34 @@
item.conversion_factor = get_conversion_factor(item.item_code, item.uom).get("conversion_factor") or 1.0
qty_in_stock_uom = flt(item.qty * item.conversion_factor)
- rm_supp_cost = flt(item.rm_supp_cost) if self.doctype in ["Purchase Receipt", "Purchase Invoice"] else 0.0
-
- landed_cost_voucher_amount = flt(item.landed_cost_voucher_amount) \
- if self.doctype in ["Purchase Receipt", "Purchase Invoice"] else 0.0
-
- item.valuation_rate = ((item.base_net_amount + item.item_tax_amount + rm_supp_cost
- + landed_cost_voucher_amount) / qty_in_stock_uom)
+ item.rm_supp_cost = self.get_supplied_items_cost(item.name, reset_outgoing_rate)
+ item.valuation_rate = ((item.base_net_amount + item.item_tax_amount + item.rm_supp_cost
+ + flt(item.landed_cost_voucher_amount)) / qty_in_stock_uom)
else:
item.valuation_rate = 0.0
+ def get_supplied_items_cost(self, item_row_id, reset_outgoing_rate=True):
+ supplied_items_cost = 0.0
+ for d in self.get("supplied_items"):
+ if d.reference_name == item_row_id:
+ if reset_outgoing_rate and frappe.db.get_value('Item', d.rm_item_code, 'is_stock_item'):
+ rate = get_incoming_rate({
+ "item_code": d.rm_item_code,
+ "warehouse": self.supplier_warehouse,
+ "posting_date": self.posting_date,
+ "posting_time": self.posting_time,
+ "qty": -1 * d.consumed_qty,
+ "serial_no": d.serial_no
+ })
+
+ if rate > 0:
+ d.rate = rate
+
+ d.amount = flt(flt(d.consumed_qty) * flt(d.rate), d.precision("amount"))
+ supplied_items_cost += flt(d.amount)
+
+ return supplied_items_cost
+
def validate_for_subcontracting(self):
if not self.is_subcontracted and self.sub_contracted_items:
frappe.throw(_("Please enter 'Is Subcontracted' as Yes or No"))
@@ -342,35 +362,17 @@
else:
self.append_raw_material_to_be_backflushed(item, raw_material, qty)
- def append_raw_material_to_be_backflushed(self, fg_item_doc, raw_material_data, qty):
+ def append_raw_material_to_be_backflushed(self, fg_item_row, raw_material_data, qty):
rm = self.append('supplied_items', {})
rm.update(raw_material_data)
if not rm.main_item_code:
- rm.main_item_code = fg_item_doc.item_code
+ rm.main_item_code = fg_item_row.item_code
- rm.reference_name = fg_item_doc.name
+ rm.reference_name = fg_item_row.name
rm.required_qty = qty
rm.consumed_qty = qty
- if not raw_material_data.get('non_stock_item'):
- from erpnext.stock.utils import get_incoming_rate
- rm.rate = get_incoming_rate({
- "item_code": raw_material_data.rm_item_code,
- "warehouse": self.supplier_warehouse,
- "posting_date": self.posting_date,
- "posting_time": self.posting_time,
- "qty": -1 * qty,
- "serial_no": rm.serial_no
- })
-
- if not rm.rate:
- rm.rate = get_valuation_rate(raw_material_data.rm_item_code, self.supplier_warehouse,
- self.doctype, self.name, currency=self.company_currency, company=self.company)
-
- rm.amount = qty * flt(rm.rate)
- fg_item_doc.rm_supp_cost += rm.amount
-
def update_raw_materials_supplied_based_on_bom(self, item, raw_material_table):
exploded_item = 1
if hasattr(item, 'include_exploded_items'):
@@ -379,7 +381,7 @@
bom_items = get_items_from_bom(item.item_code, item.bom, exploded_item)
used_alternative_items = []
- if self.doctype == 'Purchase Receipt' and item.purchase_order:
+ if self.doctype in ["Purchase Receipt", "Purchase Invoice"] and item.purchase_order:
used_alternative_items = get_used_alternative_items(purchase_order = item.purchase_order)
raw_materials_cost = 0
@@ -396,7 +398,7 @@
reserve_warehouse = None
conversion_factor = item.conversion_factor
- if (self.doctype == 'Purchase Receipt' and item.purchase_order and
+ if (self.doctype in ["Purchase Receipt", "Purchase Invoice"] and item.purchase_order and
bom_item.item_code in used_alternative_items):
alternative_item_data = used_alternative_items.get(bom_item.item_code)
bom_item.item_code = alternative_item_data.item_code
@@ -424,9 +426,7 @@
rm.rm_item_code = bom_item.item_code
rm.stock_uom = bom_item.stock_uom
rm.required_qty = required_qty
- if self.doctype == "Purchase Order" and not rm.reserve_warehouse:
- rm.reserve_warehouse = reserve_warehouse
-
+ rm.rate = bom_item.rate
rm.conversion_factor = conversion_factor
if self.doctype in ["Purchase Receipt", "Purchase Invoice"]:
@@ -434,29 +434,8 @@
rm.description = bom_item.description
if item.batch_no and frappe.db.get_value("Item", rm.rm_item_code, "has_batch_no") and not rm.batch_no:
rm.batch_no = item.batch_no
-
- # get raw materials rate
- if self.doctype == "Purchase Receipt":
- from erpnext.stock.utils import get_incoming_rate
- rm.rate = get_incoming_rate({
- "item_code": bom_item.item_code,
- "warehouse": self.supplier_warehouse,
- "posting_date": self.posting_date,
- "posting_time": self.posting_time,
- "qty": -1 * required_qty,
- "serial_no": rm.serial_no
- })
- if not rm.rate:
- rm.rate = get_valuation_rate(bom_item.item_code, self.supplier_warehouse,
- self.doctype, self.name, currency=self.company_currency, company = self.company)
- else:
- rm.rate = bom_item.rate
-
- rm.amount = required_qty * flt(rm.rate)
- raw_materials_cost += flt(rm.amount)
-
- if self.doctype in ("Purchase Receipt", "Purchase Invoice"):
- item.rm_supp_cost = raw_materials_cost
+ elif not rm.reserve_warehouse:
+ rm.reserve_warehouse = reserve_warehouse
def cleanup_raw_materials_supplied(self, parent_items, raw_material_table):
"""Remove all those child items which are no longer present in main item table"""
@@ -569,7 +548,8 @@
or (cint(self.is_return) and self.docstatus==2)):
from_warehouse_sle = self.get_sl_entries(d, {
"actual_qty": -1 * pr_qty,
- "warehouse": d.from_warehouse
+ "warehouse": d.from_warehouse,
+ "dependant_sle_voucher_detail_no": d.name
})
sl_entries.append(from_warehouse_sle)
@@ -579,28 +559,20 @@
"serial_no": cstr(d.serial_no).strip()
})
if self.is_return:
- filters = {
- "voucher_type": self.doctype,
- "voucher_no": self.return_against,
- "item_code": d.item_code
- }
-
- if (self.doctype == "Purchase Invoice" and self.update_stock
- and d.get("purchase_invoice_item")):
- filters["voucher_detail_no"] = d.purchase_invoice_item
- elif self.doctype == "Purchase Receipt" and d.get("purchase_receipt_item"):
- filters["voucher_detail_no"] = d.purchase_receipt_item
-
- original_incoming_rate = frappe.db.get_value("Stock Ledger Entry", filters, "incoming_rate")
+ outgoing_rate = get_rate_for_return(self.doctype, self.name, d.item_code, self.return_against, item_row=d)
sle.update({
- "outgoing_rate": original_incoming_rate
+ "outgoing_rate": outgoing_rate,
+ "recalculate_rate": 1
})
+ if d.from_warehouse:
+ sle.dependant_sle_voucher_detail_no = d.name
else:
val_rate_db_precision = 6 if cint(self.precision("valuation_rate", d)) <= 6 else 9
incoming_rate = flt(d.valuation_rate, val_rate_db_precision)
sle.update({
- "incoming_rate": incoming_rate
+ "incoming_rate": incoming_rate,
+ "recalculate_rate": 1 if (self.is_subcontracted and d.bom) or d.from_warehouse else 0
})
sl_entries.append(sle)
@@ -608,7 +580,8 @@
or (cint(self.is_return) and self.docstatus==1)):
from_warehouse_sle = self.get_sl_entries(d, {
"actual_qty": -1 * pr_qty,
- "warehouse": d.from_warehouse
+ "warehouse": d.from_warehouse,
+ "recalculate_rate": 1
})
sl_entries.append(from_warehouse_sle)
@@ -656,6 +629,7 @@
"item_code": d.rm_item_code,
"warehouse": self.supplier_warehouse,
"actual_qty": -1*flt(d.consumed_qty),
+ "dependant_sle_voucher_detail_no": d.reference_name
}))
def on_submit(self):
@@ -847,6 +821,7 @@
else:
validate_item_type(self, "is_purchase_item", "purchase")
+
def get_items_from_bom(item_code, bom, exploded_item=1):
doctype = "BOM Item" if not exploded_item else "BOM Explosion Item"
diff --git a/erpnext/controllers/queries.py b/erpnext/controllers/queries.py
index 8fe3816..e3aac9a 100644
--- a/erpnext/controllers/queries.py
+++ b/erpnext/controllers/queries.py
@@ -493,6 +493,41 @@
'company': filters.get("company", "")
})
+@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
+def get_filtered_dimensions(doctype, txt, searchfield, start, page_len, filters):
+ from erpnext.accounts.doctype.accounting_dimension_filter.accounting_dimension_filter import get_dimension_filter_map
+ dimension_filters = get_dimension_filter_map()
+ dimension_filters = dimension_filters.get((filters.get('dimension'),filters.get('account')))
+ query_filters = []
+
+ meta = frappe.get_meta(doctype)
+ if meta.is_tree:
+ query_filters.append(['is_group', '=', 0])
+
+ if meta.has_field('company'):
+ query_filters.append(['company', '=', filters.get('company')])
+
+ if txt:
+ query_filters.append([searchfield, 'LIKE', "%%%s%%" % txt])
+
+ if dimension_filters:
+ if dimension_filters['allow_or_restrict'] == 'Allow':
+ query_selector = 'in'
+ else:
+ query_selector = 'not in'
+
+ if len(dimension_filters['allowed_dimensions']) == 1:
+ dimensions = tuple(dimension_filters['allowed_dimensions'] * 2)
+ else:
+ dimensions = tuple(dimension_filters['allowed_dimensions'])
+
+ query_filters.append(['name', query_selector, dimensions])
+
+ output = frappe.get_all(doctype, filters=query_filters)
+ result = [d.name for d in output]
+
+ return [(d,) for d in set(result)]
@frappe.whitelist()
@frappe.validate_and_sanitize_search_inputs
diff --git a/erpnext/controllers/sales_and_purchase_return.py b/erpnext/controllers/sales_and_purchase_return.py
index 5299b25..a048d6e 100644
--- a/erpnext/controllers/sales_and_purchase_return.py
+++ b/erpnext/controllers/sales_and_purchase_return.py
@@ -204,21 +204,25 @@
return items
def get_returned_qty_map_for_row(row_name, doctype):
+ if doctype == "POS Invoice": return {}
+
child_doctype = doctype + " Item"
- reference_field = frappe.scrub(child_doctype) if doctype == "Purchase Receipt" else "dn_detail"
+ reference_field = "dn_detail" if doctype == "Delivery Note" else frappe.scrub(child_doctype)
fields = [
"sum(abs(`tab{0}`.qty)) as qty".format(child_doctype),
"sum(abs(`tab{0}`.stock_qty)) as stock_qty".format(child_doctype)
]
- if doctype == "Purchase Receipt":
+ if doctype in ("Purchase Receipt", "Purchase Invoice"):
fields += [
"sum(abs(`tab{0}`.rejected_qty)) as rejected_qty".format(child_doctype),
- "sum(abs(`tab{0}`.received_qty)) as received_qty".format(child_doctype),
- "sum(abs(`tab{0}`.received_stock_qty)) as received_stock_qty".format(child_doctype)
+ "sum(abs(`tab{0}`.received_qty)) as received_qty".format(child_doctype)
]
+ if doctype == "Purchase Receipt":
+ fields += ["sum(abs(`tab{0}`.received_stock_qty)) as received_stock_qty".format(child_doctype)]
+
data = frappe.db.get_list(doctype,
fields = fields,
filters = [
@@ -231,6 +235,7 @@
def make_return_doc(doctype, source_name, target_doc=None):
from frappe.model.mapper import get_mapped_doc
+ from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
company = frappe.db.get_value("Delivery Note", source_name, "company")
default_warehouse_for_sales_return = frappe.db.get_value("Company", company, "default_warehouse_for_sales_return")
@@ -290,6 +295,12 @@
def update_item(source_doc, target_doc, source_parent):
target_doc.qty = -1 * source_doc.qty
+ if source_doc.serial_no:
+ returned_serial_nos = get_returned_serial_nos(source_doc, source_parent)
+ serial_nos = list(set(get_serial_nos(source_doc.serial_no)) - set(returned_serial_nos))
+ if serial_nos:
+ target_doc.serial_no = '\n'.join(serial_nos)
+
if doctype == "Purchase Receipt":
returned_qty_map = get_returned_qty_map_for_row(source_doc.name, doctype)
target_doc.received_qty = -1 * flt(source_doc.received_qty - (returned_qty_map.get('received_qty') or 0))
@@ -305,16 +316,19 @@
target_doc.purchase_receipt_item = source_doc.name
elif doctype == "Purchase Invoice":
- target_doc.received_qty = -1 * source_doc.received_qty
- target_doc.rejected_qty = -1 * source_doc.rejected_qty
- target_doc.qty = -1* source_doc.qty
- target_doc.stock_qty = -1 * source_doc.stock_qty
+ returned_qty_map = get_returned_qty_map_for_row(source_doc.name, doctype)
+ target_doc.received_qty = -1 * flt(source_doc.received_qty - (returned_qty_map.get('received_qty') or 0))
+ target_doc.rejected_qty = -1 * flt(source_doc.rejected_qty - (returned_qty_map.get('rejected_qty') or 0))
+ target_doc.qty = -1 * flt(source_doc.qty - (returned_qty_map.get('qty') or 0))
+
+ target_doc.stock_qty = -1 * flt(source_doc.stock_qty - (returned_qty_map.get('stock_qty') or 0))
target_doc.purchase_order = source_doc.purchase_order
target_doc.purchase_receipt = source_doc.purchase_receipt
target_doc.rejected_warehouse = source_doc.rejected_warehouse
target_doc.po_detail = source_doc.po_detail
target_doc.pr_detail = source_doc.pr_detail
target_doc.purchase_invoice_item = source_doc.name
+ target_doc.price_list_rate = 0
elif doctype == "Delivery Note":
returned_qty_map = get_returned_qty_map_for_row(source_doc.name, doctype)
@@ -330,12 +344,17 @@
if default_warehouse_for_sales_return:
target_doc.warehouse = default_warehouse_for_sales_return
elif doctype == "Sales Invoice" or doctype == "POS Invoice":
+ returned_qty_map = get_returned_qty_map_for_row(source_doc.name, doctype)
+ target_doc.qty = -1 * flt(source_doc.qty - (returned_qty_map.get('qty') or 0))
+ target_doc.stock_qty = -1 * flt(source_doc.stock_qty - (returned_qty_map.get('stock_qty') or 0))
+
target_doc.sales_order = source_doc.sales_order
target_doc.delivery_note = source_doc.delivery_note
target_doc.so_detail = source_doc.so_detail
target_doc.dn_detail = source_doc.dn_detail
target_doc.expense_account = source_doc.expense_account
target_doc.sales_invoice_item = source_doc.name
+ target_doc.price_list_rate = 0
if default_warehouse_for_sales_return:
target_doc.warehouse = default_warehouse_for_sales_return
@@ -365,3 +384,63 @@
}, target_doc, set_missing_values)
return doclist
+
+def get_rate_for_return(voucher_type, voucher_no, item_code, return_against=None, item_row=None, voucher_detail_no=None):
+ if not return_against:
+ return_against = frappe.get_cached_value(voucher_type, voucher_no, "return_against")
+
+ return_against_item_field = get_return_against_item_fields(voucher_type)
+
+ filters = get_filters(voucher_type, voucher_no, voucher_detail_no,
+ return_against, item_code, return_against_item_field, item_row)
+
+ if voucher_type in ("Purchase Receipt", "Purchase Invoice"):
+ select_field = "incoming_rate"
+ else:
+ select_field = "abs(stock_value_difference / actual_qty)"
+
+ return flt(frappe.db.get_value("Stock Ledger Entry", filters, select_field))
+
+def get_return_against_item_fields(voucher_type):
+ return_against_item_fields = {
+ "Purchase Receipt": "purchase_receipt_item",
+ "Purchase Invoice": "purchase_invoice_item",
+ "Delivery Note": "dn_detail",
+ "Sales Invoice": "sales_invoice_item"
+ }
+ return return_against_item_fields[voucher_type]
+
+def get_filters(voucher_type, voucher_no, voucher_detail_no, return_against, item_code, return_against_item_field, item_row):
+ filters = {
+ "voucher_type": voucher_type,
+ "voucher_no": return_against,
+ "item_code": item_code
+ }
+
+ if item_row:
+ reference_voucher_detail_no = item_row.get(return_against_item_field)
+ else:
+ reference_voucher_detail_no = frappe.db.get_value(voucher_type + " Item", voucher_detail_no, return_against_item_field)
+
+ if reference_voucher_detail_no:
+ filters["voucher_detail_no"] = reference_voucher_detail_no
+
+ return filters
+
+def get_returned_serial_nos(child_doc, parent_doc):
+ from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
+ return_ref_field = frappe.scrub(child_doc.doctype)
+ if child_doc.doctype == "Delivery Note Item":
+ return_ref_field = "dn_detail"
+
+ serial_nos = []
+
+ fields = ["`{0}`.`serial_no`".format("tab" + child_doc.doctype)]
+
+ filters = [[parent_doc.doctype, "return_against", "=", parent_doc.name], [parent_doc.doctype, "is_return", "=", 1],
+ [child_doc.doctype, return_ref_field, "=", child_doc.name], [parent_doc.doctype, "docstatus", "=", 1]]
+
+ for row in frappe.get_all(parent_doc.doctype, fields = fields, filters=filters):
+ serial_nos.extend(get_serial_nos(row.serial_no))
+
+ return serial_nos
\ No newline at end of file
diff --git a/erpnext/controllers/selling_controller.py b/erpnext/controllers/selling_controller.py
index 1ee1097..b5ad885 100644
--- a/erpnext/controllers/selling_controller.py
+++ b/erpnext/controllers/selling_controller.py
@@ -13,6 +13,7 @@
from erpnext.controllers.accounts_controller import get_taxes_and_charges
from erpnext.controllers.stock_controller import StockController
+from erpnext.controllers.sales_and_purchase_return import get_rate_for_return
class SellingController(StockController):
@@ -38,6 +39,7 @@
self.set_customer_address()
self.validate_for_duplicate_items()
self.validate_target_warehouse()
+ self.set_incoming_rate()
def set_missing_values(self, for_validate=False):
@@ -220,7 +222,8 @@
'voucher_type': self.doctype,
'allow_zero_valuation': d.allow_zero_valuation_rate,
'sales_invoice_item': d.get("sales_invoice_item"),
- 'delivery_note_item': d.get("dn_detail")
+ 'dn_detail': d.get("dn_detail"),
+ 'incoming_rate': p.get("incoming_rate")
}))
else:
il.append(frappe._dict({
@@ -238,7 +241,8 @@
'voucher_type': self.doctype,
'allow_zero_valuation': d.allow_zero_valuation_rate,
'sales_invoice_item': d.get("sales_invoice_item"),
- 'delivery_note_item': d.get("dn_detail")
+ 'dn_detail': d.get("dn_detail"),
+ 'incoming_rate': d.get("incoming_rate")
}))
return il
@@ -297,69 +301,89 @@
sales_order.update_reserved_qty(so_item_rows)
+ def set_incoming_rate(self):
+ if self.doctype not in ("Delivery Note", "Sales Invoice"):
+ return
+
+ items = self.get("items") + (self.get("packed_items") or [])
+ for d in items:
+ if not cint(self.get("is_return")):
+ # Get incoming rate based on original item cost based on valuation method
+ d.incoming_rate = get_incoming_rate({
+ "item_code": d.item_code,
+ "warehouse": d.warehouse,
+ "posting_date": self.posting_date,
+ "posting_time": self.posting_time,
+ "qty": -1*flt(d.qty),
+ "serial_no": d.serial_no,
+ "company": self.company,
+ "voucher_type": self.doctype,
+ "voucher_no": self.name,
+ "allow_zero_valuation": d.get("allow_zero_valuation")
+ }, raise_error_if_no_rate=False)
+ elif self.get("return_against"):
+ # Get incoming rate of return entry from reference document
+ # based on original item cost as per valuation method
+ d.incoming_rate = get_rate_for_return(self.doctype, self.name, d.item_code, self.return_against, item_row=d)
+
def update_stock_ledger(self):
self.update_reserved_qty()
sl_entries = []
+ # Loop over items and packed items table
for d in self.get_item_list():
if frappe.get_cached_value("Item", d.item_code, "is_stock_item") == 1 and flt(d.qty):
if flt(d.conversion_factor)==0.0:
d.conversion_factor = get_conversion_factor(d.item_code, d.uom).get("conversion_factor") or 1.0
- return_rate = 0
- if cint(self.is_return) and self.return_against and self.docstatus==1:
- against_document_no = (d.get("sales_invoice_item")
- if self.doctype == "Sales Invoice" else d.get("delivery_note_item"))
- return_rate = self.get_incoming_rate_for_return(d.item_code,
- self.return_against, against_document_no)
-
- # On cancellation or if return entry submission, make stock ledger entry for
+ # On cancellation or return entry submission, make stock ledger entry for
# target warehouse first, to update serial no values properly
if d.warehouse and ((not cint(self.is_return) and self.docstatus==1)
or (cint(self.is_return) and self.docstatus==2)):
- sl_entries.append(self.get_sl_entries(d, {
- "actual_qty": -1*flt(d.qty),
- "incoming_rate": return_rate
- }))
+ sl_entries.append(self.get_sle_for_source_warehouse(d))
if d.target_warehouse:
- target_warehouse_sle = self.get_sl_entries(d, {
- "actual_qty": flt(d.qty),
- "warehouse": d.target_warehouse
- })
-
- if self.docstatus == 1:
- if not cint(self.is_return):
- args = frappe._dict({
- "item_code": d.item_code,
- "warehouse": d.warehouse,
- "posting_date": self.posting_date,
- "posting_time": self.posting_time,
- "qty": -1*flt(d.qty),
- "serial_no": d.serial_no,
- "company": d.company,
- "voucher_type": d.voucher_type,
- "voucher_no": d.name,
- "allow_zero_valuation": d.allow_zero_valuation
- })
- target_warehouse_sle.update({
- "incoming_rate": get_incoming_rate(args)
- })
- else:
- target_warehouse_sle.update({
- "outgoing_rate": return_rate
- })
- sl_entries.append(target_warehouse_sle)
+ sl_entries.append(self.get_sle_for_target_warehouse(d))
if d.warehouse and ((not cint(self.is_return) and self.docstatus==2)
or (cint(self.is_return) and self.docstatus==1)):
- sl_entries.append(self.get_sl_entries(d, {
- "actual_qty": -1*flt(d.qty),
- "incoming_rate": return_rate
- }))
+ sl_entries.append(self.get_sle_for_source_warehouse(d))
+
self.make_sl_entries(sl_entries)
+ def get_sle_for_source_warehouse(self, item_row):
+ sle = self.get_sl_entries(item_row, {
+ "actual_qty": -1*flt(item_row.qty),
+ "incoming_rate": item_row.incoming_rate,
+ "recalculate_rate": cint(self.is_return)
+ })
+ if item_row.target_warehouse and not cint(self.is_return):
+ sle.dependant_sle_voucher_detail_no = item_row.name
+
+ return sle
+
+ def get_sle_for_target_warehouse(self, item_row):
+ sle = self.get_sl_entries(item_row, {
+ "actual_qty": flt(item_row.qty),
+ "warehouse": item_row.target_warehouse
+ })
+
+ if self.docstatus == 1:
+ if not cint(self.is_return):
+ sle.update({
+ "incoming_rate": item_row.incoming_rate,
+ "recalculate_rate": 1
+ })
+ else:
+ sle.update({
+ "outgoing_rate": item_row.incoming_rate
+ })
+ if item_row.warehouse:
+ sle.dependant_sle_voucher_detail_no = item_row.name
+
+ return sle
+
def set_po_nos(self, for_validate=False):
if self.doctype == 'Sales Invoice' and hasattr(self, "items"):
if for_validate and self.po_no:
@@ -453,4 +477,4 @@
for d in obj.get("items"):
if d.item_code:
if getattr(d, "income_account", None):
- set_item_default(d.item_code, obj.company, 'income_account', d.income_account)
+ set_item_default(d.item_code, obj.company, 'income_account', d.income_account)
\ No newline at end of file
diff --git a/erpnext/controllers/stock_controller.py b/erpnext/controllers/stock_controller.py
index 683d7f7..4399976 100644
--- a/erpnext/controllers/stock_controller.py
+++ b/erpnext/controllers/stock_controller.py
@@ -6,7 +6,7 @@
from frappe.utils import cint, flt, cstr, get_link_to_form, today, getdate
from frappe import _
import frappe.defaults
-from erpnext.accounts.utils import get_fiscal_year
+from erpnext.accounts.utils import get_fiscal_year, check_if_stock_and_account_balance_synced
from erpnext.accounts.general_ledger import make_gl_entries, make_reverse_gl_entries, process_gl_map
from erpnext.controllers.accounts_controller import AccountsController
from erpnext.stock.stock_ledger import get_valuation_rate
@@ -24,7 +24,7 @@
self.validate_serialized_batch()
self.validate_customer_provided_item()
- def make_gl_entries(self, gl_entries=None):
+ def make_gl_entries(self, gl_entries=None, from_repost=False):
if self.docstatus == 2:
make_reverse_gl_entries(voucher_type=self.doctype, voucher_no=self.name)
@@ -34,12 +34,12 @@
if self.docstatus==1:
if not gl_entries:
gl_entries = self.get_gl_entries(warehouse_account)
- make_gl_entries(gl_entries)
+ make_gl_entries(gl_entries, from_repost=from_repost)
elif self.doctype in ['Purchase Receipt', 'Purchase Invoice'] and self.docstatus == 1:
gl_entries = []
gl_entries = self.get_asset_gl_entry(gl_entries)
- make_gl_entries(gl_entries)
+ make_gl_entries(gl_entries, from_repost=from_repost)
def validate_serialized_batch(self):
from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
@@ -70,7 +70,6 @@
gl_list = []
warehouse_with_no_account = []
-
precision = frappe.get_precision("GL Entry", "debit_in_account_currency")
for item_row in voucher_details:
sle_list = sle_map.get(item_row.name)
@@ -125,7 +124,7 @@
if warehouse_with_no_account:
for wh in warehouse_with_no_account:
if frappe.db.get_value("Warehouse", wh, "company"):
- frappe.throw(_("Warehouse {0} is not linked to any account, please mention the account in the warehouse record or set default inventory account in company {1}.").format(wh, self.company))
+ frappe.throw(_("Warehouse {0} is not linked to any account, please mention the account in the warehouse record or set default inventory account in company {1}.").format(wh, self.company))
return process_gl_map(gl_list)
@@ -309,23 +308,6 @@
return serialized_items
- def get_incoming_rate_for_return(self, item_code, against_document, against_document_no=None):
- incoming_rate = 0.0
- cond = ''
- if against_document and item_code:
- if against_document_no:
- cond = " and voucher_detail_no = %s" %(frappe.db.escape(against_document_no))
-
- incoming_rate = frappe.db.sql("""select abs(stock_value_difference / actual_qty)
- from `tabStock Ledger Entry`
- where voucher_type = %s and voucher_no = %s
- and item_code = %s {0} limit 1""".format(cond),
- (self.doctype, against_document, item_code))
-
- incoming_rate = incoming_rate[0][0] if incoming_rate else 0.0
-
- return incoming_rate
-
def validate_warehouse(self):
from erpnext.stock.utils import validate_warehouse_company
@@ -409,19 +391,72 @@
if frappe.db.get_value('Item', d.item_code, 'is_customer_provided_item'):
d.allow_zero_valuation_rate = 1
-def compare_existing_and_expected_gle(existing_gle, expected_gle):
- matched = True
- for entry in expected_gle:
- account_existed = False
- for e in existing_gle:
- if entry.account == e.account:
- account_existed = True
- if entry.account == e.account and entry.against_account == e.against_account \
- and (not entry.cost_center or not e.cost_center or entry.cost_center == e.cost_center) \
- and (entry.debit != e.debit or entry.credit != e.credit):
- matched = False
- break
- if not account_existed:
- matched = False
+ def repost_future_sle_and_gle(self):
+ args = frappe._dict({
+ "posting_date": self.posting_date,
+ "posting_time": self.posting_time,
+ "voucher_type": self.doctype,
+ "voucher_no": self.name,
+ "company": self.company
+ })
+
+ if check_if_future_sle_exists(args):
+ create_repost_item_valuation_entry(args)
+ elif not is_reposting_pending():
+ check_if_stock_and_account_balance_synced(self.posting_date,
+ self.company, self.doctype, self.name)
+
+def is_reposting_pending():
+ return frappe.db.exists("Repost Item Valuation",
+ {'docstatus': 1, 'status': ['in', ['Queued','In Progress']]})
+
+
+def check_if_future_sle_exists(args):
+ sl_entries = frappe.db.get_all("Stock Ledger Entry",
+ filters={"voucher_type": args.voucher_type, "voucher_no": args.voucher_no},
+ fields=["item_code", "warehouse"],
+ order_by="creation asc")
+
+ distinct_item_warehouses = list(set([(d.item_code, d.warehouse) for d in sl_entries]))
+
+ sle_exists = False
+ for item_code, warehouse in distinct_item_warehouses:
+ args.update({
+ "item_code": item_code,
+ "warehouse": warehouse
+ })
+ if get_sle(args):
+ sle_exists = True
break
- return matched
+ return sle_exists
+
+def get_sle(args):
+ return frappe.db.sql("""
+ select name
+ from `tabStock Ledger Entry`
+ where
+ item_code=%(item_code)s
+ and warehouse=%(warehouse)s
+ and timestamp(posting_date, posting_time) >= timestamp(%(posting_date)s, %(posting_time)s)
+ and voucher_no != %(voucher_no)s
+ and is_cancelled = 0
+ limit 1
+ """, args)
+
+def create_repost_item_valuation_entry(args):
+ args = frappe._dict(args)
+ repost_entry = frappe.new_doc("Repost Item Valuation")
+ repost_entry.based_on = args.based_on
+ if not args.based_on:
+ repost_entry.based_on = 'Transaction' if args.voucher_no else "Item and Warehouse"
+ repost_entry.voucher_type = args.voucher_type
+ repost_entry.voucher_no = args.voucher_no
+ repost_entry.item_code = args.item_code
+ repost_entry.warehouse = args.warehouse
+ repost_entry.posting_date = args.posting_date
+ repost_entry.posting_time = args.posting_time
+ repost_entry.company = args.company
+ repost_entry.allow_zero_rate = args.allow_zero_rate
+ repost_entry.flags.ignore_links = True
+ repost_entry.save()
+ repost_entry.submit()
\ No newline at end of file
diff --git a/erpnext/controllers/tests/test_item_variant.py b/erpnext/controllers/tests/test_item_variant.py
index c257215..813f0a0 100644
--- a/erpnext/controllers/tests/test_item_variant.py
+++ b/erpnext/controllers/tests/test_item_variant.py
@@ -6,6 +6,7 @@
from erpnext.stock.doctype.item.test_item import set_item_variant_settings
from erpnext.controllers.item_variant import copy_attributes_to_variant, make_variant_item_code
+from erpnext.stock.doctype.quality_inspection.test_quality_inspection import create_quality_inspection_parameter
from six import string_types
@@ -56,6 +57,8 @@
qc = frappe.new_doc("Quality Inspection Template")
qc.quality_inspection_template_name = qc_template
+
+ create_quality_inspection_parameter("Moisture")
qc.append('item_quality_inspection_parameter', {
"specification": "Moisture",
"value": "< 5%",
diff --git a/erpnext/education/doctype/fee_schedule/fee_schedule.js b/erpnext/education/doctype/fee_schedule/fee_schedule.js
index 0b4c2cd..0089957 100644
--- a/erpnext/education/doctype/fee_schedule/fee_schedule.js
+++ b/erpnext/education/doctype/fee_schedule/fee_schedule.js
@@ -1,6 +1,7 @@
// Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
+frappe.provide("erpnext.accounts.dimensions");
frappe.ui.form.on('Fee Schedule', {
setup: function(frm) {
frm.add_fetch('fee_structure', 'receivable_account', 'receivable_account');
@@ -8,6 +9,10 @@
frm.add_fetch('fee_structure', 'cost_center', 'cost_center');
},
+ company: function(frm) {
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+ },
+
onload: function(frm) {
frm.set_query('receivable_account', function(doc) {
return {
@@ -50,6 +55,8 @@
}
}
});
+
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
refresh: function(frm) {
diff --git a/erpnext/education/doctype/fee_structure/fee_structure.js b/erpnext/education/doctype/fee_structure/fee_structure.js
index b331c6d..310c410 100644
--- a/erpnext/education/doctype/fee_structure/fee_structure.js
+++ b/erpnext/education/doctype/fee_structure/fee_structure.js
@@ -1,6 +1,8 @@
// Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
+frappe.provide("erpnext.accounts.dimensions");
+
frappe.ui.form.on('Fee Structure', {
setup: function(frm) {
frm.add_fetch('company', 'default_receivable_account', 'receivable_account');
@@ -8,6 +10,10 @@
frm.add_fetch('company', 'cost_center', 'cost_center');
},
+ company: function(frm) {
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+ },
+
onload: function(frm) {
frm.set_query('academic_term', function() {
return {
@@ -35,6 +41,8 @@
}
};
});
+
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
refresh: function(frm) {
diff --git a/erpnext/education/doctype/fees/fees.js b/erpnext/education/doctype/fees/fees.js
index aaf42b4..ac66acd 100644
--- a/erpnext/education/doctype/fees/fees.js
+++ b/erpnext/education/doctype/fees/fees.js
@@ -1,6 +1,7 @@
// Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
+frappe.provide("erpnext.accounts.dimensions");
frappe.ui.form.on("Fees", {
setup: function(frm) {
@@ -9,15 +10,19 @@
frm.add_fetch("fee_structure", "cost_center", "cost_center");
},
- onload: function(frm){
- frm.set_query("academic_term",function(){
+ company: function(frm) {
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+ },
+
+ onload: function(frm) {
+ frm.set_query("academic_term", function() {
return{
- "filters":{
+ "filters": {
"academic_year": (frm.doc.academic_year)
}
};
});
- frm.set_query("fee_structure",function(){
+ frm.set_query("fee_structure", function() {
return{
"filters":{
"academic_year": (frm.doc.academic_year)
@@ -45,6 +50,8 @@
if (!frm.doc.posting_date) {
frm.doc.posting_date = frappe.datetime.get_today();
}
+
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
refresh: function(frm) {
diff --git a/erpnext/education/doctype/program_enrollment/program_enrollment.py b/erpnext/education/doctype/program_enrollment/program_enrollment.py
index 3045db7..d18c0f9 100644
--- a/erpnext/education/doctype/program_enrollment/program_enrollment.py
+++ b/erpnext/education/doctype/program_enrollment/program_enrollment.py
@@ -124,21 +124,24 @@
@frappe.whitelist()
@frappe.validate_and_sanitize_search_inputs
def get_program_courses(doctype, txt, searchfield, start, page_len, filters):
- if filters.get('program'):
- return frappe.db.sql("""select course, course_name from `tabProgram Course`
- where parent = %(program)s and course like %(txt)s {match_cond}
- order by
- if(locate(%(_txt)s, course), locate(%(_txt)s, course), 99999),
- idx desc,
- `tabProgram Course`.course asc
- limit {start}, {page_len}""".format(
- match_cond=get_match_cond(doctype),
- start=start,
- page_len=page_len), {
- "txt": "%{0}%".format(txt),
- "_txt": txt.replace('%', ''),
- "program": filters['program']
- })
+ if not filters.get('program'):
+ frappe.msgprint(_("Please select a Program first."))
+ return []
+
+ return frappe.db.sql("""select course, course_name from `tabProgram Course`
+ where parent = %(program)s and course like %(txt)s {match_cond}
+ order by
+ if(locate(%(_txt)s, course), locate(%(_txt)s, course), 99999),
+ idx desc,
+ `tabProgram Course`.course asc
+ limit {start}, {page_len}""".format(
+ match_cond=get_match_cond(doctype),
+ start=start,
+ page_len=page_len), {
+ "txt": "%{0}%".format(txt),
+ "_txt": txt.replace('%', ''),
+ "program": filters['program']
+ })
@frappe.whitelist()
@frappe.validate_and_sanitize_search_inputs
diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py
index 8d4b510..66d0e5f 100644
--- a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py
+++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py
@@ -29,14 +29,11 @@
response = self.client.Item.public_token.exchange(public_token)
access_token = response["access_token"]
return access_token
-
- def get_link_token(self):
+
+ def get_token_request(self, update_mode=False):
country_codes = ["US", "CA", "FR", "IE", "NL", "ES", "GB"] if self.settings.enable_european_access else ["US", "CA"]
- token_request = {
+ args = {
"client_name": self.client_name,
- "client_id": self.settings.plaid_client_id,
- "secret": self.settings.plaid_secret,
- "products": self.products,
# only allow Plaid-supported languages and countries (LAST: Sep-19-2020)
"language": frappe.local.lang if frappe.local.lang in ["en", "fr", "es", "nl"] else "en",
"country_codes": country_codes,
@@ -45,6 +42,20 @@
}
}
+ if update_mode:
+ args["access_token"] = self.access_token
+ else:
+ args.update({
+ "client_id": self.settings.plaid_client_id,
+ "secret": self.settings.plaid_secret,
+ "products": self.products,
+ })
+
+ return args
+
+ def get_link_token(self, update_mode=False):
+ token_request = self.get_token_request(update_mode)
+
try:
response = self.client.LinkToken.create(token_request)
except InvalidRequestError:
diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
index 22a4004..bbc2ca8 100644
--- a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
+++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
@@ -12,9 +12,25 @@
refresh: function (frm) {
if (frm.doc.enabled) {
- frm.add_custom_button('Link a new bank account', () => {
+ frm.add_custom_button(__('Link a new bank account'), () => {
new erpnext.integrations.plaidLink(frm);
});
+
+ frm.add_custom_button(__("Sync Now"), () => {
+ frappe.call({
+ method: "erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.enqueue_synchronization",
+ freeze: true,
+ callback: () => {
+ let bank_transaction_link = '<a href="#List/Bank Transaction">Bank Transaction</a>';
+
+ frappe.msgprint({
+ title: __("Sync Started"),
+ message: __("The sync has started in the background, please check the {0} list for new records.", [bank_transaction_link]),
+ alert: 1
+ });
+ }
+ });
+ }).addClass("btn-primary");
}
}
});
@@ -30,10 +46,18 @@
this.product = ["auth", "transactions"];
this.plaid_env = this.frm.doc.plaid_env;
this.client_name = frappe.boot.sitename;
- this.token = await this.frm.call("get_link_token").then(resp => resp.message);
+ this.token = await this.get_link_token();
this.init_plaid();
}
+ async get_link_token() {
+ const token = await this.frm.call("get_link_token").then(resp => resp.message);
+ if (!token) {
+ frappe.throw(__('Cannot retrieve link token. Check Error Log for more information'));
+ }
+ return token;
+ }
+
init_plaid() {
const me = this;
me.loadScript(me.plaidUrl)
@@ -78,8 +102,8 @@
}
onScriptError(error) {
- frappe.msgprint("There was an issue connecting to Plaid's authentication server");
- frappe.msgprint(error);
+ frappe.msgprint(__("There was an issue connecting to Plaid's authentication server. Check browser console for more information"));
+ console.log(error);
}
plaid_success(token, response) {
@@ -107,4 +131,4 @@
});
}, __("Select a company"), __("Continue"));
}
-};
+};
\ No newline at end of file
diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
index e535e81..70c7f3f 100644
--- a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
+++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
@@ -166,7 +166,6 @@
related_bank = frappe.db.get_values("Bank Account", bank_account, ["bank", "integration_id"], as_dict=True)
access_token = frappe.db.get_value("Bank", related_bank[0].bank, "plaid_access_token")
account_id = related_bank[0].integration_id
-
else:
access_token = frappe.db.get_value("Bank", bank, "plaid_access_token")
account_id = None
@@ -228,13 +227,23 @@
def automatic_synchronization():
settings = frappe.get_doc("Plaid Settings", "Plaid Settings")
-
if settings.enabled == 1 and settings.automatic_sync == 1:
- plaid_accounts = frappe.get_all("Bank Account", filters={"integration_id": ["!=", ""]}, fields=["name", "bank"])
+ enqueue_synchronization()
- for plaid_account in plaid_accounts:
- frappe.enqueue(
- "erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions",
- bank=plaid_account.bank,
- bank_account=plaid_account.name
- )
+@frappe.whitelist()
+def enqueue_synchronization():
+ plaid_accounts = frappe.get_all("Bank Account",
+ filters={"integration_id": ["!=", ""]},
+ fields=["name", "bank"])
+
+ for plaid_account in plaid_accounts:
+ frappe.enqueue(
+ "erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions",
+ bank=plaid_account.bank,
+ bank_account=plaid_account.name
+ )
+
+@frappe.whitelist()
+def get_link_token_for_update(access_token):
+ plaid = PlaidConnector(access_token)
+ return plaid.get_link_token(update_mode=True)
diff --git a/erpnext/exceptions.py b/erpnext/exceptions.py
index d92af5d..04291cd 100644
--- a/erpnext/exceptions.py
+++ b/erpnext/exceptions.py
@@ -6,3 +6,5 @@
class InvalidAccountCurrency(frappe.ValidationError): pass
class InvalidCurrency(frappe.ValidationError): pass
class PartyDisabled(frappe.ValidationError):pass
+class InvalidAccountDimensionError(frappe.ValidationError): pass
+class MandatoryAccountDimensionError(frappe.ValidationError): pass
diff --git a/erpnext/healthcare/desk_page/healthcare/healthcare.json b/erpnext/healthcare/desk_page/healthcare/healthcare.json
new file mode 100644
index 0000000..af601f3
--- /dev/null
+++ b/erpnext/healthcare/desk_page/healthcare/healthcare.json
@@ -0,0 +1,122 @@
+{
+ "cards": [
+ {
+ "hidden": 0,
+ "label": "Masters",
+ "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient\",\n\t\t\"label\": \"Patient\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Healthcare Practitioner\",\n\t\t\"label\":\"Healthcare Practitioner\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Practitioner Schedule\",\n\t\t\"label\": \"Practitioner Schedule\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Medical Department\",\n\t\t\"label\": \"Medical Department\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Healthcare Service Unit Type\",\n\t\t\"label\": \"Healthcare Service Unit Type\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Healthcare Service Unit\",\n\t\t\"label\": \"Healthcare Service Unit\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Medical Code Standard\",\n\t\t\"label\": \"Medical Code Standard\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Medical Code\",\n\t\t\"label\": \"Medical Code\"\n\t}\n]"
+ },
+ {
+ "hidden": 0,
+ "label": "Consultation Setup",
+ "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Appointment Type\",\n\t\t\"label\": \"Appointment Type\"\n },\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Clinical Procedure Template\",\n\t\t\"label\": \"Clinical Procedure Template\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Prescription Dosage\",\n\t\t\"label\": \"Prescription Dosage\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Prescription Duration\",\n\t\t\"label\": \"Prescription Duration\"\n\t},\n\t{\n\t \"type\": \"doctype\",\n\t\t\"name\": \"Antibiotic\",\n\t\t\"label\": \"Antibiotic\"\n\t}\n]"
+ },
+ {
+ "hidden": 0,
+ "label": "Consultation",
+ "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Appointment\",\n\t\t\"label\": \"Patient Appointment\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Clinical Procedure\",\n\t\t\"label\": \"Clinical Procedure\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Encounter\",\n\t\t\"label\": \"Patient Encounter\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Vital Signs\",\n\t\t\"label\": \"Vital Signs\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Complaint\",\n\t\t\"label\": \"Complaint\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Diagnosis\",\n\t\t\"label\": \"Diagnosis\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Fee Validity\",\n\t\t\"label\": \"Fee Validity\"\n\t}\n]"
+ },
+ {
+ "hidden": 0,
+ "label": "Settings",
+ "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Healthcare Settings\",\n\t\t\"label\": \"Healthcare Settings\",\n\t\t\"onboard\": 1\n\t}\n]"
+ },
+ {
+ "hidden": 0,
+ "label": "Laboratory Setup",
+ "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Lab Test Template\",\n\t\t\"label\": \"Lab Test Template\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Lab Test Sample\",\n\t\t\"label\": \"Lab Test Sample\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Lab Test UOM\",\n\t\t\"label\": \"Lab Test UOM\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Sensitivity\",\n\t\t\"label\": \"Sensitivity\"\n\t}\n]"
+ },
+ {
+ "hidden": 0,
+ "label": "Laboratory",
+ "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Lab Test\",\n\t\t\"label\": \"Lab Test\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Sample Collection\",\n\t\t\"label\": \"Sample Collection\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Dosage Form\",\n\t\t\"label\": \"Dosage Form\"\n\t}\n]"
+ },
+ {
+ "hidden": 0,
+ "label": "Inpatient",
+ "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Inpatient Record\",\n\t\t\"label\": \"Inpatient Record\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Inpatient Medication Order\",\n\t\t\"label\": \"Inpatient Medication Order\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Inpatient Medication Entry\",\n\t\t\"label\": \"Inpatient Medication Entry\"\n\t}\n]"
+ },
+ {
+ "hidden": 0,
+ "label": "Rehabilitation and Physiotherapy",
+ "links": "[\n {\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Exercise Type\",\n\t\t\"label\": \"Exercise Type\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Therapy Type\",\n\t\t\"label\": \"Therapy Type\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Therapy Plan\",\n\t\t\"label\": \"Therapy Plan\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Therapy Session\",\n\t\t\"label\": \"Therapy Session\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Assessment Template\",\n\t\t\"label\": \"Patient Assessment Template\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Assessment\",\n\t\t\"label\": \"Patient Assessment\"\n\t}\n]"
+ },
+ {
+ "hidden": 0,
+ "label": "Records and History",
+ "links": "[\n\t{\n\t\t\"type\": \"page\",\n\t\t\"name\": \"patient_history\",\n\t\t\"label\": \"Patient History\"\n\t},\n\t{\n\t\t\"type\": \"page\",\n\t\t\"name\": \"patient-progress\",\n\t\t\"label\": \"Patient Progress\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Medical Record\",\n\t\t\"label\": \"Patient Medical Record\"\n\t}\n]"
+ },
+ {
+ "hidden": 0,
+ "label": "Reports",
+ "links": "[\n\t{\n\t\t\"type\": \"report\",\n\t\t\"is_query_report\": true,\n\t\t\"name\": \"Patient Appointment Analytics\",\n\t\t\"doctype\": \"Patient Appointment\"\n\t},\n\t{\n\t\t\"type\": \"report\",\n\t\t\"is_query_report\": true,\n\t\t\"name\": \"Lab Test Report\",\n\t\t\"doctype\": \"Lab Test\",\n\t\t\"label\": \"Lab Test Report\"\n\t},\n\t{\n\t\t\"type\": \"report\",\n\t\t\"is_query_report\": true,\n\t\t\"name\": \"Inpatient Medication Orders\",\n\t\t\"doctype\": \"Inpatient Medication Order\",\n\t\t\"label\": \"Inpatient Medication Orders\"\n\t}\n]"
+ }
+ ],
+ "category": "Domains",
+ "charts": [
+ {
+ "chart_name": "Patient Appointments",
+ "label": "Patient Appointments"
+ }
+ ],
+ "charts_label": "",
+ "creation": "2020-03-02 17:23:17.919682",
+ "developer_mode_only": 0,
+ "disable_user_customization": 0,
+ "docstatus": 0,
+ "doctype": "Desk Page",
+ "extends_another_page": 0,
+ "hide_custom": 0,
+ "idx": 0,
+ "is_standard": 1,
+ "label": "Healthcare",
+ "modified": "2020-11-26 22:09:09.164584",
+ "modified_by": "Administrator",
+ "module": "Healthcare",
+ "name": "Healthcare",
+ "onboarding": "Healthcare",
+ "owner": "Administrator",
+ "pin_to_bottom": 0,
+ "pin_to_top": 0,
+ "restrict_to_domain": "Healthcare",
+ "shortcuts": [
+ {
+ "color": "#ffe8cd",
+ "format": "{} Open",
+ "label": "Patient Appointment",
+ "link_to": "Patient Appointment",
+ "stats_filter": "{\n \"status\": \"Open\",\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%']\n}",
+ "type": "DocType"
+ },
+ {
+ "color": "#ffe8cd",
+ "format": "{} Active",
+ "label": "Patient",
+ "link_to": "Patient",
+ "stats_filter": "{\n \"status\": \"Active\"\n}",
+ "type": "DocType"
+ },
+ {
+ "color": "#cef6d1",
+ "format": "{} Vacant",
+ "label": "Healthcare Service Unit",
+ "link_to": "Healthcare Service Unit",
+ "stats_filter": "{\n \"occupancy_status\": \"Vacant\",\n \"is_group\": 0,\n \"company\": [\"like\", \"%\" + frappe.defaults.get_global_default(\"company\") + \"%\"]\n}",
+ "type": "DocType"
+ },
+ {
+ "label": "Healthcare Practitioner",
+ "link_to": "Healthcare Practitioner",
+ "type": "DocType"
+ },
+ {
+ "label": "Patient History",
+ "link_to": "patient_history",
+ "type": "Page"
+ },
+ {
+ "label": "Dashboard",
+ "link_to": "Healthcare",
+ "type": "Dashboard"
+ }
+ ]
+}
\ No newline at end of file
diff --git a/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json b/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json
index 0104386..ddf1bce 100644
--- a/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json
+++ b/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json
@@ -17,6 +17,9 @@
"enable_free_follow_ups",
"max_visits",
"valid_days",
+ "inpatient_settings_section",
+ "allow_discharge_despite_unbilled_services",
+ "do_not_bill_inpatient_encounters",
"healthcare_service_items",
"inpatient_visit_charge_item",
"op_consulting_charge_item",
@@ -302,11 +305,28 @@
"fieldname": "enable_free_follow_ups",
"fieldtype": "Check",
"label": "Enable Free Follow-ups"
+ },
+ {
+ "fieldname": "inpatient_settings_section",
+ "fieldtype": "Section Break",
+ "label": "Inpatient Settings"
+ },
+ {
+ "default": "0",
+ "fieldname": "allow_discharge_despite_unbilled_services",
+ "fieldtype": "Check",
+ "label": "Allow Discharge Despite Unbilled Healthcare Services"
+ },
+ {
+ "default": "0",
+ "fieldname": "do_not_bill_inpatient_encounters",
+ "fieldtype": "Check",
+ "label": "Do Not Bill Patient Encounters for Inpatients"
}
],
"issingle": 1,
"links": [],
- "modified": "2020-07-08 15:17:21.543218",
+ "modified": "2021-01-13 09:04:35.877700",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Healthcare Settings",
diff --git a/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.js b/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.js
index ca97489..a7b06b1 100644
--- a/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.js
+++ b/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.js
@@ -5,6 +5,7 @@
refresh: function(frm) {
// Ignore cancellation of doctype on cancel all
frm.ignore_doctypes_on_cancel_all = ['Stock Entry'];
+ frm.fields_dict['medication_orders'].grid.wrapper.find('.grid-add-row').hide();
frm.set_query('item_code', () => {
return {
diff --git a/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.json b/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.json
index dd4c423..b1a6ee4 100644
--- a/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.json
+++ b/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.json
@@ -139,7 +139,6 @@
"fieldtype": "Table",
"label": "Inpatient Medication Orders",
"options": "Inpatient Medication Entry Detail",
- "read_only": 1,
"reqd": 1
},
{
@@ -180,7 +179,7 @@
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
- "modified": "2020-11-03 13:22:37.820707",
+ "modified": "2021-01-11 12:37:46.749659",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Inpatient Medication Entry",
diff --git a/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.py b/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.py
index 70ae713..bba5213 100644
--- a/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.py
+++ b/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.py
@@ -15,8 +15,6 @@
self.validate_medication_orders()
def get_medication_orders(self):
- self.validate_datetime_filters()
-
# pull inpatient medication orders based on selected filters
orders = get_pending_medication_orders(self)
@@ -27,22 +25,6 @@
self.set('medication_orders', [])
frappe.msgprint(_('No pending medication orders found for selected criteria'))
- def validate_datetime_filters(self):
- if self.from_date and self.to_date:
- self.validate_from_to_dates('from_date', 'to_date')
-
- if self.from_date and getdate(self.from_date) > getdate():
- frappe.throw(_('From Date cannot be after the current date.'))
-
- if self.to_date and getdate(self.to_date) > getdate():
- frappe.throw(_('To Date cannot be after the current date.'))
-
- if self.from_time and self.from_time > nowtime():
- frappe.throw(_('From Time cannot be after the current time.'))
-
- if self.to_time and self.to_time > nowtime():
- frappe.throw(_('To Time cannot be after the current time.'))
-
def add_mo_to_table(self, orders):
# Add medication orders in the child table
self.set('medication_orders', [])
diff --git a/erpnext/healthcare/doctype/inpatient_record/inpatient_record.py b/erpnext/healthcare/doctype/inpatient_record/inpatient_record.py
index c7ab447..88d7f0b 100644
--- a/erpnext/healthcare/doctype/inpatient_record/inpatient_record.py
+++ b/erpnext/healthcare/doctype/inpatient_record/inpatient_record.py
@@ -5,7 +5,7 @@
from __future__ import unicode_literals
import frappe, json
from frappe import _
-from frappe.utils import today, now_datetime, getdate, get_datetime
+from frappe.utils import today, now_datetime, getdate, get_datetime, get_link_to_form
from frappe.model.document import Document
from frappe.desk.reportview import get_match_cond
@@ -113,6 +113,7 @@
inpatient_record.status = 'Admission Scheduled'
inpatient_record.save(ignore_permissions = True)
+
@frappe.whitelist()
def schedule_discharge(args):
discharge_order = json.loads(args)
@@ -126,16 +127,19 @@
frappe.db.set_value('Patient', discharge_order['patient'], 'inpatient_status', inpatient_record.status)
frappe.db.set_value('Patient Encounter', inpatient_record.discharge_encounter, 'inpatient_status', inpatient_record.status)
+
def set_details_from_ip_order(inpatient_record, ip_order):
for key in ip_order:
inpatient_record.set(key, ip_order[key])
+
def set_ip_child_records(inpatient_record, inpatient_record_child, encounter_child):
for item in encounter_child:
table = inpatient_record.append(inpatient_record_child)
for df in table.meta.get('fields'):
table.set(df.fieldname, item.get(df.fieldname))
+
def check_out_inpatient(inpatient_record):
if inpatient_record.inpatient_occupancies:
for inpatient_occupancy in inpatient_record.inpatient_occupancies:
@@ -144,54 +148,88 @@
inpatient_occupancy.check_out = now_datetime()
frappe.db.set_value("Healthcare Service Unit", inpatient_occupancy.service_unit, "occupancy_status", "Vacant")
+
def discharge_patient(inpatient_record):
- validate_invoiced_inpatient(inpatient_record)
+ validate_inpatient_invoicing(inpatient_record)
inpatient_record.discharge_date = today()
inpatient_record.status = "Discharged"
inpatient_record.save(ignore_permissions = True)
-def validate_invoiced_inpatient(inpatient_record):
- pending_invoices = []
+
+def validate_inpatient_invoicing(inpatient_record):
+ if frappe.db.get_single_value("Healthcare Settings", "allow_discharge_despite_unbilled_services"):
+ return
+
+ pending_invoices = get_pending_invoices(inpatient_record)
+
+ if pending_invoices:
+ message = _("Cannot mark Inpatient Record as Discharged since there are unbilled services. ")
+
+ formatted_doc_rows = ''
+
+ for doctype, docnames in pending_invoices.items():
+ formatted_doc_rows += """
+ <td>{0}</td>
+ <td>{1}</td>
+ </tr>""".format(doctype, docnames)
+
+ message += """
+ <table class='table'>
+ <thead>
+ <th>{0}</th>
+ <th>{1}</th>
+ </thead>
+ {2}
+ </table>
+ """.format(_("Healthcare Service"), _("Documents"), formatted_doc_rows)
+
+ frappe.throw(message, title=_("Unbilled Services"), is_minimizable=True, wide=True)
+
+
+def get_pending_invoices(inpatient_record):
+ pending_invoices = {}
if inpatient_record.inpatient_occupancies:
service_unit_names = False
for inpatient_occupancy in inpatient_record.inpatient_occupancies:
- if inpatient_occupancy.invoiced != 1:
+ if not inpatient_occupancy.invoiced:
if service_unit_names:
service_unit_names += ", " + inpatient_occupancy.service_unit
else:
service_unit_names = inpatient_occupancy.service_unit
if service_unit_names:
- pending_invoices.append("Inpatient Occupancy (" + service_unit_names + ")")
+ pending_invoices["Inpatient Occupancy"] = service_unit_names
docs = ["Patient Appointment", "Patient Encounter", "Lab Test", "Clinical Procedure"]
for doc in docs:
- doc_name_list = get_inpatient_docs_not_invoiced(doc, inpatient_record)
+ doc_name_list = get_unbilled_inpatient_docs(doc, inpatient_record)
if doc_name_list:
pending_invoices = get_pending_doc(doc, doc_name_list, pending_invoices)
- if pending_invoices:
- frappe.throw(_("Can not mark Inpatient Record Discharged, there are Unbilled Invoices {0}").format(", "
- .join(pending_invoices)), title=_('Unbilled Invoices'))
+ return pending_invoices
+
def get_pending_doc(doc, doc_name_list, pending_invoices):
if doc_name_list:
doc_ids = False
for doc_name in doc_name_list:
+ doc_link = get_link_to_form(doc, doc_name.name)
if doc_ids:
- doc_ids += ", "+doc_name.name
+ doc_ids += ", " + doc_link
else:
- doc_ids = doc_name.name
+ doc_ids = doc_link
if doc_ids:
- pending_invoices.append(doc + " (" + doc_ids + ")")
+ pending_invoices[doc] = doc_ids
return pending_invoices
-def get_inpatient_docs_not_invoiced(doc, inpatient_record):
+
+def get_unbilled_inpatient_docs(doc, inpatient_record):
return frappe.db.get_list(doc, filters = {'patient': inpatient_record.patient,
'inpatient_record': inpatient_record.name, 'docstatus': 1, 'invoiced': 0})
+
def admit_patient(inpatient_record, service_unit, check_in, expected_discharge=None):
inpatient_record.admitted_datetime = check_in
inpatient_record.status = 'Admitted'
@@ -203,6 +241,7 @@
frappe.db.set_value('Patient', inpatient_record.patient, 'inpatient_status', 'Admitted')
frappe.db.set_value('Patient', inpatient_record.patient, 'inpatient_record', inpatient_record.name)
+
def transfer_patient(inpatient_record, service_unit, check_in):
item_line = inpatient_record.append('inpatient_occupancies', {})
item_line.service_unit = service_unit
@@ -212,6 +251,7 @@
frappe.db.set_value("Healthcare Service Unit", service_unit, "occupancy_status", "Occupied")
+
def patient_leave_service_unit(inpatient_record, check_out, leave_from):
if inpatient_record.inpatient_occupancies:
for inpatient_occupancy in inpatient_record.inpatient_occupancies:
@@ -221,6 +261,7 @@
frappe.db.set_value("Healthcare Service Unit", inpatient_occupancy.service_unit, "occupancy_status", "Vacant")
inpatient_record.save(ignore_permissions = True)
+
@frappe.whitelist()
@frappe.validate_and_sanitize_search_inputs
def get_leave_from(doctype, txt, searchfield, start, page_len, filters):
diff --git a/erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py b/erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py
index 70706ad..10990d4 100644
--- a/erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py
+++ b/erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py
@@ -8,6 +8,8 @@
from frappe.utils import now_datetime, today
from frappe.utils.make_random import get_random
from erpnext.healthcare.doctype.inpatient_record.inpatient_record import admit_patient, discharge_patient, schedule_discharge
+from erpnext.healthcare.doctype.lab_test.test_lab_test import create_patient_encounter
+from erpnext.healthcare.utils import get_encounters_to_invoice
class TestInpatientRecord(unittest.TestCase):
def test_admit_and_discharge(self):
@@ -40,6 +42,60 @@
self.assertEqual(None, frappe.db.get_value("Patient", patient, "inpatient_record"))
self.assertEqual(None, frappe.db.get_value("Patient", patient, "inpatient_status"))
+ def test_allow_discharge_despite_unbilled_services(self):
+ frappe.db.sql("""delete from `tabInpatient Record`""")
+ setup_inpatient_settings(key="allow_discharge_despite_unbilled_services", value=1)
+ patient = create_patient()
+ # Schedule Admission
+ ip_record = create_inpatient(patient)
+ ip_record.expected_length_of_stay = 0
+ ip_record.save(ignore_permissions = True)
+
+ # Admit
+ service_unit = get_healthcare_service_unit()
+ admit_patient(ip_record, service_unit, now_datetime())
+
+ # Discharge
+ schedule_discharge(frappe.as_json({"patient": patient}))
+ self.assertEqual("Vacant", frappe.db.get_value("Healthcare Service Unit", service_unit, "occupancy_status"))
+
+ ip_record = frappe.get_doc("Inpatient Record", ip_record.name)
+ # Should not validate Pending Invoices
+ ip_record.discharge()
+
+ self.assertEqual(None, frappe.db.get_value("Patient", patient, "inpatient_record"))
+ self.assertEqual(None, frappe.db.get_value("Patient", patient, "inpatient_status"))
+
+ setup_inpatient_settings(key="allow_discharge_despite_unbilled_services", value=0)
+
+ def test_do_not_bill_patient_encounters_for_inpatients(self):
+ frappe.db.sql("""delete from `tabInpatient Record`""")
+ setup_inpatient_settings(key="do_not_bill_inpatient_encounters", value=1)
+ patient = create_patient()
+ # Schedule Admission
+ ip_record = create_inpatient(patient)
+ ip_record.expected_length_of_stay = 0
+ ip_record.save(ignore_permissions = True)
+
+ # Admit
+ service_unit = get_healthcare_service_unit()
+ admit_patient(ip_record, service_unit, now_datetime())
+
+ # Patient Encounter
+ patient_encounter = create_patient_encounter()
+ encounters = get_encounters_to_invoice(patient, "_Test Company")
+ encounter_ids = [entry.reference_name for entry in encounters]
+ self.assertFalse(patient_encounter.name in encounter_ids)
+
+ # Discharge
+ schedule_discharge(frappe.as_json({"patient": patient}))
+ self.assertEqual("Vacant", frappe.db.get_value("Healthcare Service Unit", service_unit, "occupancy_status"))
+
+ ip_record = frappe.get_doc("Inpatient Record", ip_record.name)
+ mark_invoiced_inpatient_occupancy(ip_record)
+ discharge_patient(ip_record)
+ setup_inpatient_settings(key="do_not_bill_inpatient_encounters", value=0)
+
def test_validate_overlap_admission(self):
frappe.db.sql("""delete from `tabInpatient Record`""")
patient = create_patient()
@@ -63,6 +119,13 @@
inpatient_occupancy.invoiced = 1
ip_record.save(ignore_permissions = True)
+
+def setup_inpatient_settings(key, value):
+ settings = frappe.get_single("Healthcare Settings")
+ settings.set(key, value)
+ settings.save()
+
+
def create_inpatient(patient):
patient_obj = frappe.get_doc('Patient', patient)
inpatient_record = frappe.new_doc('Inpatient Record')
@@ -78,6 +141,7 @@
inpatient_record.scheduled_date = today()
return inpatient_record
+
def get_healthcare_service_unit():
service_unit = get_random("Healthcare Service Unit", filters={"inpatient_occupancy": 1})
if not service_unit:
@@ -105,6 +169,7 @@
return service_unit.name
return service_unit
+
def get_service_unit_type():
service_unit_type = get_random("Healthcare Service Unit Type", filters={"inpatient_occupancy": 1})
@@ -116,6 +181,7 @@
return service_unit_type.name
return service_unit_type
+
def create_patient():
patient = frappe.db.exists('Patient', '_Test IPD Patient')
if not patient:
diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
index 2d6b645..79e1775 100644
--- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
+++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
@@ -22,6 +22,7 @@
filters: {'status': 'Active'}
};
});
+
frm.set_query('practitioner', function() {
return {
filters: {
@@ -29,6 +30,7 @@
}
};
});
+
frm.set_query('service_unit', function(){
return {
filters: {
@@ -39,6 +41,16 @@
};
});
+ frm.set_query('therapy_plan', function() {
+ return {
+ filters: {
+ 'patient': frm.doc.patient
+ }
+ };
+ });
+
+ frm.trigger('set_therapy_type_filter');
+
if (frm.is_new()) {
frm.page.set_primary_action(__('Check Availability'), function() {
if (!frm.doc.patient) {
@@ -136,6 +148,24 @@
}
},
+ therapy_plan: function(frm) {
+ frm.trigger('set_therapy_type_filter');
+ },
+
+ set_therapy_type_filter: function(frm) {
+ if (frm.doc.therapy_plan) {
+ frm.call('get_therapy_types').then(r => {
+ frm.set_query('therapy_type', function() {
+ return {
+ filters: {
+ 'name': ['in', r.message]
+ }
+ };
+ });
+ });
+ }
+ },
+
therapy_type: function(frm) {
if (frm.doc.therapy_type) {
frappe.db.get_value('Therapy Type', frm.doc.therapy_type, 'default_duration', (r) => {
diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.json b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.json
index ac35acc..35600e4 100644
--- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.json
+++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.json
@@ -23,9 +23,9 @@
"procedure_template",
"get_procedure_from_encounter",
"procedure_prescription",
+ "therapy_plan",
"therapy_type",
"get_prescribed_therapies",
- "therapy_plan",
"practitioner",
"practitioner_name",
"department",
@@ -284,7 +284,7 @@
"report_hide": 1
},
{
- "depends_on": "eval:doc.patient;",
+ "depends_on": "eval:doc.patient && doc.therapy_plan;",
"fieldname": "therapy_type",
"fieldtype": "Link",
"label": "Therapy",
@@ -292,17 +292,16 @@
"set_only_once": 1
},
{
- "depends_on": "eval:doc.patient && doc.__islocal;",
+ "depends_on": "eval:doc.patient && doc.therapy_plan && doc.__islocal;",
"fieldname": "get_prescribed_therapies",
"fieldtype": "Button",
"label": "Get Prescribed Therapies"
},
{
- "depends_on": "eval: doc.patient && doc.therapy_type",
+ "depends_on": "eval: doc.patient;",
"fieldname": "therapy_plan",
"fieldtype": "Link",
"label": "Therapy Plan",
- "mandatory_depends_on": "eval: doc.patient && doc.therapy_type",
"options": "Therapy Plan"
},
{
@@ -348,7 +347,7 @@
}
],
"links": [],
- "modified": "2020-05-21 03:04:21.400893",
+ "modified": "2020-12-16 13:16:58.578503",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Patient Appointment",
diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.py b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.py
index 90d9023..13b019b 100755
--- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.py
+++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.py
@@ -91,6 +91,17 @@
if fee_validity:
frappe.msgprint(_('{0} has fee validity till {1}').format(self.patient, fee_validity.valid_till))
+ def get_therapy_types(self):
+ if not self.therapy_plan:
+ return
+
+ therapy_types = []
+ doc = frappe.get_doc('Therapy Plan', self.therapy_plan)
+ for entry in doc.therapy_plan_details:
+ therapy_types.append(entry.therapy_type)
+
+ return therapy_types
+
@frappe.whitelist()
def check_payment_fields_reqd(patient):
@@ -145,7 +156,7 @@
sales_invoice.flags.ignore_mandatory = True
sales_invoice.save(ignore_permissions=True)
sales_invoice.submit()
- frappe.msgprint(_('Sales Invoice {0} created'.format(sales_invoice.name)), alert=True)
+ frappe.msgprint(_('Sales Invoice {0} created').format(sales_invoice.name), alert=True)
frappe.db.set_value('Patient Appointment', appointment_doc.name, 'invoiced', 1)
frappe.db.set_value('Patient Appointment', appointment_doc.name, 'ref_sales_invoice', sales_invoice.name)
diff --git a/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py b/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py
index 3df7ba1..b681ed1 100644
--- a/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py
+++ b/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py
@@ -23,8 +23,10 @@
self.assertEquals(appointment.status, 'Open')
appointment = create_appointment(patient, practitioner, add_days(nowdate(), 2))
self.assertEquals(appointment.status, 'Scheduled')
- create_encounter(appointment)
+ encounter = create_encounter(appointment)
self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Closed')
+ encounter.cancel()
+ self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Open')
def test_start_encounter(self):
patient, medical_department, practitioner = create_healthcare_docs()
diff --git a/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py b/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py
index a061c66..7fb159d 100644
--- a/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py
+++ b/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py
@@ -5,10 +5,10 @@
import frappe
import unittest
-from frappe.utils import getdate, flt
+from frappe.utils import getdate, flt, nowdate
from erpnext.healthcare.doctype.therapy_type.test_therapy_type import create_therapy_type
from erpnext.healthcare.doctype.therapy_plan.therapy_plan import make_therapy_session, make_sales_invoice
-from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_patient
+from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_patient, create_appointment
class TestTherapyPlan(unittest.TestCase):
def test_creation_on_encounter_submission(self):
@@ -28,6 +28,15 @@
frappe.get_doc(session).submit()
self.assertEquals(frappe.db.get_value('Therapy Plan', plan.name, 'status'), 'Completed')
+ patient, medical_department, practitioner = create_healthcare_docs()
+ appointment = create_appointment(patient, practitioner, nowdate())
+ session = make_therapy_session(plan.name, plan.patient, 'Basic Rehab', '_Test Company', appointment.name)
+ session = frappe.get_doc(session)
+ session.submit()
+ self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Closed')
+ session.cancel()
+ self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Open')
+
def test_therapy_plan_from_template(self):
patient = create_patient()
template = create_therapy_plan_template()
diff --git a/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py
index bc0ff1a..ac01c60 100644
--- a/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py
+++ b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py
@@ -47,7 +47,7 @@
@frappe.whitelist()
-def make_therapy_session(therapy_plan, patient, therapy_type, company):
+def make_therapy_session(therapy_plan, patient, therapy_type, company, appointment=None):
therapy_type = frappe.get_doc('Therapy Type', therapy_type)
therapy_session = frappe.new_doc('Therapy Session')
@@ -58,6 +58,7 @@
therapy_session.duration = therapy_type.default_duration
therapy_session.rate = therapy_type.rate
therapy_session.exercises = therapy_type.exercises
+ therapy_session.appointment = appointment
if frappe.flags.in_test:
therapy_session.start_date = today()
diff --git a/erpnext/healthcare/doctype/therapy_session/therapy_session.js b/erpnext/healthcare/doctype/therapy_session/therapy_session.js
index a2b01c9..fd20003 100644
--- a/erpnext/healthcare/doctype/therapy_session/therapy_session.js
+++ b/erpnext/healthcare/doctype/therapy_session/therapy_session.js
@@ -19,6 +19,15 @@
}
};
});
+
+ frm.set_query('appointment', function() {
+
+ return {
+ filters: {
+ 'status': ['in', ['Open', 'Scheduled']]
+ }
+ };
+ });
},
refresh: function(frm) {
diff --git a/erpnext/healthcare/doctype/therapy_session/therapy_session.py b/erpnext/healthcare/doctype/therapy_session/therapy_session.py
index 85d0970..c000544 100644
--- a/erpnext/healthcare/doctype/therapy_session/therapy_session.py
+++ b/erpnext/healthcare/doctype/therapy_session/therapy_session.py
@@ -43,7 +43,14 @@
self.update_sessions_count_in_therapy_plan()
insert_session_medical_record(self)
+ def on_update(self):
+ if self.appointment:
+ frappe.db.set_value('Patient Appointment', self.appointment, 'status', 'Closed')
+
def on_cancel(self):
+ if self.appointment:
+ frappe.db.set_value('Patient Appointment', self.appointment, 'status', 'Open')
+
self.update_sessions_count_in_therapy_plan(on_cancel=True)
def update_sessions_count_in_therapy_plan(self, on_cancel=False):
diff --git a/erpnext/healthcare/utils.py b/erpnext/healthcare/utils.py
index 2486923..a3e7070 100644
--- a/erpnext/healthcare/utils.py
+++ b/erpnext/healthcare/utils.py
@@ -77,11 +77,13 @@
def get_encounters_to_invoice(patient, company):
+ if not isinstance(patient, str):
+ patient = patient.name
encounters_to_invoice = []
encounters = frappe.get_list(
'Patient Encounter',
fields=['*'],
- filters={'patient': patient.name, 'company': company, 'invoiced': False, 'docstatus': 1}
+ filters={'patient': patient, 'company': company, 'invoiced': False, 'docstatus': 1}
)
if encounters:
for encounter in encounters:
@@ -90,6 +92,10 @@
income_account = None
service_item = None
if encounter.practitioner:
+ if encounter.inpatient_record and \
+ frappe.db.get_single_value('Healthcare Settings', 'do_not_bill_inpatient_encounters'):
+ continue
+
service_item, practitioner_charge = get_service_item_and_practitioner_charge(encounter)
income_account = get_income_account(encounter.practitioner, encounter.company)
diff --git a/erpnext/hooks.py b/erpnext/hooks.py
index b0de3a0..5430221 100644
--- a/erpnext/hooks.py
+++ b/erpnext/hooks.py
@@ -398,7 +398,8 @@
'erpnext.accounts.party.get_regional_address_details': 'erpnext.regional.india.utils.get_regional_address_details',
'erpnext.hr.utils.calculate_annual_eligible_hra_exemption': 'erpnext.regional.india.utils.calculate_annual_eligible_hra_exemption',
'erpnext.hr.utils.calculate_hra_exemption_for_period': 'erpnext.regional.india.utils.calculate_hra_exemption_for_period',
- 'erpnext.accounts.doctype.purchase_invoice.purchase_invoice.make_regional_gl_entries': 'erpnext.regional.india.utils.make_regional_gl_entries'
+ 'erpnext.accounts.doctype.purchase_invoice.purchase_invoice.make_regional_gl_entries': 'erpnext.regional.india.utils.make_regional_gl_entries',
+ 'erpnext.controllers.accounts_controller.validate_einvoice_fields': 'erpnext.regional.india.e_invoice.utils.validate_einvoice_fields'
},
'United Arab Emirates': {
'erpnext.controllers.taxes_and_totals.update_itemised_tax_data': 'erpnext.regional.united_arab_emirates.utils.update_itemised_tax_data',
diff --git a/erpnext/hr/doctype/employee/employee.json b/erpnext/hr/doctype/employee/employee.json
index 4f1c04f..dc2aaa4 100644
--- a/erpnext/hr/doctype/employee/employee.json
+++ b/erpnext/hr/doctype/employee/employee.json
@@ -813,7 +813,7 @@
"idx": 24,
"image_field": "image",
"links": [],
- "modified": "2020-10-16 15:02:04.283657",
+ "modified": "2021-01-01 16:54:33.477439",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee",
@@ -855,7 +855,6 @@
"write": 1
}
],
- "quick_entry": 1,
"search_fields": "employee_name",
"show_name_in_global_search": 1,
"sort_field": "modified",
diff --git a/erpnext/hr/doctype/employee/employee.py b/erpnext/hr/doctype/employee/employee.py
index dfc600c..c00de69 100755
--- a/erpnext/hr/doctype/employee/employee.py
+++ b/erpnext/hr/doctype/employee/employee.py
@@ -135,7 +135,7 @@
try:
frappe.get_doc({
"doctype": "File",
- "file_name": self.image,
+ "file_url": self.image,
"attached_to_doctype": "User",
"attached_to_name": self.user_id
}).insert()
@@ -278,63 +278,71 @@
if int(frappe.db.get_single_value("HR Settings", "stop_birthday_reminders") or 0):
return
- birthdays = get_employees_who_are_born_today()
+ employees_born_today = get_employees_who_are_born_today()
- if birthdays:
- employee_list = frappe.get_all('Employee',
- fields=['name','employee_name'],
- filters={'status': 'Active',
- 'company': birthdays[0]['company']
- }
- )
- employee_emails = get_employee_emails(employee_list)
- birthday_names = [name["employee_name"] for name in birthdays]
- birthday_emails = [email["user_id"] or email["personal_email"] or email["company_email"] for email in birthdays]
+ 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))
- birthdays.append({'company_email': '','employee_name': '','personal_email': '','user_id': ''})
+ reminder_text, message = get_birthday_reminder_text_and_message(birthday_persons)
+ send_birthday_reminder(recipients, reminder_text, birthday_persons, message)
- for e in birthdays:
- if e['company_email'] or e['personal_email'] or e['user_id']:
- if len(birthday_names) == 1:
- continue
- recipients = e['company_email'] or e['personal_email'] or e['user_id']
+ 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"]
- else:
- recipients = list(set(employee_emails) - set(birthday_emails))
-
- frappe.sendmail(recipients=recipients,
- subject=_("Birthday Reminder"),
- message=get_birthday_reminder_message(e, birthday_names),
- header=['Birthday Reminder', 'green'],
- )
-
-def get_birthday_reminder_message(employee, employee_names):
- """Get employee birthday reminder message"""
- pattern = "</Li><Br><Li>"
- message = pattern.join(filter(lambda u: u not in (employee['employee_name']), employee_names))
- message = message.title()
-
- if pattern not in message:
- message = "Today is {0}'s birthday \U0001F603".format(message)
-
+def get_birthday_reminder_text_and_message(birthday_persons):
+ if len(birthday_persons) == 1:
+ birthday_person_text = birthday_persons[0]['name']
else:
- message = "Today your colleagues are celebrating their birthdays \U0001F382<br><ul><strong><li> " + message +"</li></strong></ul>"
+ # 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(last_person)
- return message
+ reminder_text = "Today is {0}'s birthday 🎉".format(birthday_person_text)
+ message = "A friendly reminder of an important date for our team. Everyone, let’s congratulate {0} their birthday.".format(birthday_person_text)
+ return reminder_text, message
-def get_employees_who_are_born_today():
- """Get Employee properties whose birthday is today."""
- return frappe.db.get_values("Employee",
- fieldname=["name", "personal_email", "company", "company_email", "user_id", "employee_name"],
- filters={
- "date_of_birth": ("like", "%{}".format(format_datetime(getdate(), "-MM-dd"))),
- "status": "Active",
- },
- as_dict=True
+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.get_all("Employee",
+ fields=["personal_email", "company", "company_email", "user_id", "employee_name as name", "image"],
+ filters={
+ "date_of_birth": ("like", "{}".format(format_datetime(getdate(), "-MM-dd"))),
+ "status": "Active",
+ })
+
+ grouped_employees = defaultdict(lambda: [])
+
+ for employee_doc in employees_born_today:
+ grouped_employees[employee_doc.get('company')].append(employee_doc)
+
+ return grouped_employees
def get_holiday_list_for_employee(employee, raise_exception=True):
if employee:
@@ -404,14 +412,21 @@
user.insert()
return user.name
-def get_employee_emails(employee_list):
+def get_all_employee_emails(company):
'''Returns list of employee emails either based on user_id or company_email'''
+ employee_list = frappe.get_all('Employee',
+ fields=['name','employee_name'],
+ filters={
+ 'status': 'Active',
+ 'company': company
+ }
+ )
employee_emails = []
for employee in employee_list:
if not employee:
continue
- user, company_email, personal_email = frappe.db.get_value('Employee', employee,
- ['user_id', 'company_email', 'personal_email'])
+ user, company_email, personal_email = frappe.db.get_value('Employee',
+ employee, ['user_id', 'company_email', 'personal_email'])
email = user or company_email or personal_email
if email:
employee_emails.append(email)
diff --git a/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
index 4e9ee3b..336e13c 100644
--- a/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
+++ b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
@@ -38,7 +38,8 @@
onboarding.insert()
onboarding.submit()
- self.assertEqual(onboarding.project, 'Employee Onboarding : Test Researcher - test@researcher.com')
+ project_name = frappe.db.get_value("Project", onboarding.project, "project_name")
+ self.assertEqual(project_name, 'Employee Onboarding : Test Researcher - test@researcher.com')
# don't allow making employee if onboarding is not complete
self.assertRaises(IncompleteTaskError, make_employee, onboarding.name)
diff --git a/erpnext/hr/doctype/expense_claim/expense_claim.js b/erpnext/hr/doctype/expense_claim/expense_claim.js
index 221300b..629341f 100644
--- a/erpnext/hr/doctype/expense_claim/expense_claim.js
+++ b/erpnext/hr/doctype/expense_claim/expense_claim.js
@@ -2,11 +2,21 @@
// License: GNU General Public License v3. See license.txt
frappe.provide("erpnext.hr");
+frappe.provide("erpnext.accounts.dimensions");
-erpnext.hr.ExpenseClaimController = frappe.ui.form.Controller.extend({
- expense_type: function(doc, cdt, cdn) {
+frappe.ui.form.on('Expense Claim', {
+ onload: function(frm) {
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
+ },
+ company: function(frm) {
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+ },
+});
+
+frappe.ui.form.on('Expense Claim Detail', {
+ expense_type: function(frm, cdt, cdn) {
var d = locals[cdt][cdn];
- if(!doc.company) {
+ if (!frm.doc.company) {
d.expense_type = "";
frappe.msgprint(__("Please set the Company"));
this.frm.refresh_fields();
@@ -20,7 +30,7 @@
method: "erpnext.hr.doctype.expense_claim.expense_claim.get_expense_claim_account_and_cost_center",
args: {
"expense_claim_type": d.expense_type,
- "company": doc.company
+ "company": frm.doc.company
},
callback: function(r) {
if (r.message) {
@@ -32,8 +42,6 @@
}
});
-$.extend(cur_frm.cscript, new erpnext.hr.ExpenseClaimController({frm: cur_frm}));
-
cur_frm.add_fetch('employee', 'company', 'company');
cur_frm.add_fetch('employee','employee_name','employee_name');
cur_frm.add_fetch('expense_type','description','description');
@@ -167,15 +175,6 @@
};
});
- frm.set_query("cost_center", "expenses", function() {
- return {
- filters: {
- "company": frm.doc.company,
- "is_group": 0
- }
- };
- });
-
frm.set_query("payable_account", function() {
return {
filters: {
diff --git a/erpnext/hr/doctype/expense_claim/test_expense_claim.py b/erpnext/hr/doctype/expense_claim/test_expense_claim.py
index 4a0908d..f9e3a44 100644
--- a/erpnext/hr/doctype/expense_claim/test_expense_claim.py
+++ b/erpnext/hr/doctype/expense_claim/test_expense_claim.py
@@ -20,35 +20,36 @@
frappe.db.sql("""delete from `tabProject` where name = "_Test Project 1" """)
frappe.db.sql("update `tabExpense Claim` set project = '', task = ''")
- frappe.get_doc({
+ project = frappe.get_doc({
"project_name": "_Test Project 1",
"doctype": "Project"
- }).save()
+ })
+ project.save()
task = frappe.get_doc(dict(
doctype = 'Task',
subject = '_Test Project Task 1',
status = 'Open',
- project = '_Test Project 1'
+ project = project.name
)).insert()
task_name = task.name
payable_account = get_payable_account(company_name)
- make_expense_claim(payable_account, 300, 200, company_name, "Travel Expenses - _TC4", "_Test Project 1", task_name)
+ make_expense_claim(payable_account, 300, 200, company_name, "Travel Expenses - _TC4", project.name, task_name)
self.assertEqual(frappe.db.get_value("Task", task_name, "total_expense_claim"), 200)
- self.assertEqual(frappe.db.get_value("Project", "_Test Project 1", "total_expense_claim"), 200)
+ self.assertEqual(frappe.db.get_value("Project", project.name, "total_expense_claim"), 200)
- expense_claim2 = make_expense_claim(payable_account, 600, 500, company_name, "Travel Expenses - _TC4","_Test Project 1", task_name)
+ expense_claim2 = make_expense_claim(payable_account, 600, 500, company_name, "Travel Expenses - _TC4", project.name, task_name)
self.assertEqual(frappe.db.get_value("Task", task_name, "total_expense_claim"), 700)
- self.assertEqual(frappe.db.get_value("Project", "_Test Project 1", "total_expense_claim"), 700)
+ self.assertEqual(frappe.db.get_value("Project", project.name, "total_expense_claim"), 700)
expense_claim2.cancel()
self.assertEqual(frappe.db.get_value("Task", task_name, "total_expense_claim"), 200)
- self.assertEqual(frappe.db.get_value("Project", "_Test Project 1", "total_expense_claim"), 200)
+ self.assertEqual(frappe.db.get_value("Project", project.name, "total_expense_claim"), 200)
def test_expense_claim_status(self):
payable_account = get_payable_account(company_name)
diff --git a/erpnext/hr/doctype/job_applicant/job_applicant.json b/erpnext/hr/doctype/job_applicant/job_applicant.json
index c13548a..1360fd1 100644
--- a/erpnext/hr/doctype/job_applicant/job_applicant.json
+++ b/erpnext/hr/doctype/job_applicant/job_applicant.json
@@ -11,15 +11,24 @@
"field_order": [
"applicant_name",
"email_id",
+ "phone_number",
+ "country",
"status",
"column_break_3",
"job_title",
"source",
"source_name",
+ "applicant_rating",
"section_break_6",
"notes",
"cover_letter",
- "resume_attachment"
+ "resume_attachment",
+ "resume_link",
+ "section_break_16",
+ "currency",
+ "column_break_18",
+ "lower_range",
+ "upper_range"
],
"fields": [
{
@@ -91,12 +100,65 @@
"fieldtype": "Data",
"label": "Notes",
"read_only": 1
+ },
+ {
+ "fieldname": "phone_number",
+ "fieldtype": "Data",
+ "label": "Phone Number",
+ "options": "Phone"
+ },
+ {
+ "fieldname": "country",
+ "fieldtype": "Link",
+ "label": "Country",
+ "options": "Country"
+ },
+ {
+ "fieldname": "resume_link",
+ "fieldtype": "Data",
+ "label": "Resume Link"
+ },
+ {
+ "fieldname": "applicant_rating",
+ "fieldtype": "Rating",
+ "in_list_view": 1,
+ "label": "Applicant Rating"
+ },
+ {
+ "fieldname": "section_break_16",
+ "fieldtype": "Section Break",
+ "label": "Salary Expectation"
+ },
+ {
+ "fieldname": "lower_range",
+ "fieldtype": "Currency",
+ "label": "Lower Range",
+ "options": "currency",
+ "precision": "0"
+ },
+ {
+ "fieldname": "upper_range",
+ "fieldtype": "Currency",
+ "label": "Upper Range",
+ "options": "currency",
+ "precision": "0"
+ },
+ {
+ "fieldname": "column_break_18",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "currency",
+ "fieldtype": "Link",
+ "label": "Currency",
+ "options": "Currency"
}
],
"icon": "fa fa-user",
"idx": 1,
+ "index_web_pages_for_search": 1,
"links": [],
- "modified": "2020-01-13 16:19:39.113330",
+ "modified": "2020-09-18 12:39:02.557563",
"modified_by": "Administrator",
"module": "HR",
"name": "Job Applicant",
diff --git a/erpnext/hr/doctype/job_opening/job_opening.json b/erpnext/hr/doctype/job_opening/job_opening.json
index 4437e02..b8f6df6 100644
--- a/erpnext/hr/doctype/job_opening/job_opening.json
+++ b/erpnext/hr/doctype/job_opening/job_opening.json
@@ -1,456 +1,188 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 0,
- "allow_rename": 0,
- "autoname": "field:route",
- "beta": 0,
- "creation": "2013-01-15 16:13:36",
- "custom": 0,
- "description": "Description of a Job Opening",
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Document",
- "editable_grid": 0,
- "engine": "InnoDB",
+ "actions": [],
+ "autoname": "field:route",
+ "creation": "2013-01-15 16:13:36",
+ "description": "Description of a Job Opening",
+ "doctype": "DocType",
+ "document_type": "Document",
+ "engine": "InnoDB",
+ "field_order": [
+ "job_title",
+ "company",
+ "status",
+ "column_break_5",
+ "designation",
+ "department",
+ "staffing_plan",
+ "planned_vacancies",
+ "section_break_6",
+ "publish",
+ "route",
+ "column_break_12",
+ "job_application_route",
+ "section_break_14",
+ "description",
+ "section_break_16",
+ "currency",
+ "lower_range",
+ "upper_range",
+ "column_break_20",
+ "publish_salary_range"
+ ],
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "job_title",
- "fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 0,
- "label": "Job Title",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "job_title",
+ "fieldtype": "Data",
+ "in_list_view": 1,
+ "label": "Job Title",
+ "reqd": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "company",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Company",
- "length": 0,
- "no_copy": 0,
- "options": "Company",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "label": "Company",
+ "options": "Company",
+ "reqd": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "status",
- "fieldtype": "Select",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 1,
- "label": "Status",
- "length": 0,
- "no_copy": 0,
- "options": "Open\nClosed",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Status",
+ "options": "Open\nClosed"
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "column_break_5",
- "fieldtype": "Column Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "column_break_5",
+ "fieldtype": "Column Break"
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "designation",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Designation",
- "length": 0,
- "no_copy": 0,
- "options": "Designation",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "designation",
+ "fieldtype": "Link",
+ "label": "Designation",
+ "options": "Designation",
+ "reqd": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "department",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Department",
- "length": 0,
- "no_copy": 0,
- "options": "Department",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "label": "Department",
+ "options": "Department"
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "staffing_plan",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Staffing Plan",
- "length": 0,
- "no_copy": 0,
- "options": "Staffing Plan",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "staffing_plan",
+ "fieldtype": "Link",
+ "label": "Staffing Plan",
+ "options": "Staffing Plan",
+ "read_only": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "depends_on": "staffing_plan",
- "fieldname": "planned_vacancies",
- "fieldtype": "Int",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Planned number of Positions",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "depends_on": "staffing_plan",
+ "fieldname": "planned_vacancies",
+ "fieldtype": "Int",
+ "label": "Planned number of Positions",
+ "read_only": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "section_break_6",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "section_break_6",
+ "fieldtype": "Section Break"
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "publish",
- "fieldtype": "Check",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Publish on website",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "default": "0",
+ "fieldname": "publish",
+ "fieldtype": "Check",
+ "label": "Publish on website"
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "depends_on": "publish",
- "fieldname": "route",
- "fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Route",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "depends_on": "publish",
+ "fieldname": "route",
+ "fieldtype": "Data",
+ "label": "Route",
"unique": 1
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "description": "Job profile, qualifications required etc.",
- "fieldname": "description",
- "fieldtype": "Text Editor",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 0,
- "label": "Description",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
+ "description": "Job profile, qualifications required etc.",
+ "fieldname": "description",
+ "fieldtype": "Text Editor",
+ "in_list_view": 1,
+ "label": "Description"
+ },
+ {
+ "fieldname": "column_break_12",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "section_break_14",
+ "fieldtype": "Section Break"
+ },
+ {
+ "collapsible": 1,
+ "fieldname": "section_break_16",
+ "fieldtype": "Section Break"
+ },
+ {
+ "fieldname": "currency",
+ "fieldtype": "Link",
+ "label": "Currency",
+ "options": "Currency"
+ },
+ {
+ "fieldname": "lower_range",
+ "fieldtype": "Currency",
+ "label": "Lower Range",
+ "options": "currency",
+ "precision": "0"
+ },
+ {
+ "fieldname": "upper_range",
+ "fieldtype": "Currency",
+ "label": "Upper Range",
+ "options": "currency",
+ "precision": "0"
+ },
+ {
+ "fieldname": "column_break_20",
+ "fieldtype": "Column Break"
+ },
+ {
+ "depends_on": "publish",
+ "description": "Route to the custom Job Application Webform",
+ "fieldname": "job_application_route",
+ "fieldtype": "Data",
+ "label": "Job Application Route"
+ },
+ {
+ "default": "0",
+ "fieldname": "publish_salary_range",
+ "fieldtype": "Check",
+ "label": "Publish Salary Range"
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "icon": "fa fa-bookmark",
- "idx": 1,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2018-05-20 15:38:44.705823",
- "modified_by": "Administrator",
- "module": "HR",
- "name": "Job Opening",
- "owner": "Administrator",
+ ],
+ "icon": "fa fa-bookmark",
+ "idx": 1,
+ "links": [],
+ "modified": "2020-09-18 11:23:29.488923",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Job Opening",
+ "owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "cancel": 0,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "HR User",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "share": 1,
"write": 1
- },
+ },
{
- "amend": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
- "email": 0,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 0,
- "read": 1,
- "report": 0,
- "role": "Guest",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
- "write": 0
+ "read": 1,
+ "role": "Guest"
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 0,
- "show_name_in_global_search": 0,
- "sort_order": "ASC",
- "track_changes": 0,
- "track_seen": 0
+ ],
+ "sort_field": "modified",
+ "sort_order": "ASC"
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/job_opening/job_opening.py b/erpnext/hr/doctype/job_opening/job_opening.py
index 00883d7..1e89767 100644
--- a/erpnext/hr/doctype/job_opening/job_opening.py
+++ b/erpnext/hr/doctype/job_opening/job_opening.py
@@ -43,9 +43,8 @@
current_count = designation_counts['employee_count'] + designation_counts['job_openings']
if self.planned_vacancies <= current_count:
- frappe.throw(_("Job Openings for designation {0} already open \
- or hiring completed as per Staffing Plan {1}"
- .format(self.designation, self.staffing_plan)))
+ frappe.throw(_("Job Openings for designation {0} already open or hiring completed as per Staffing Plan {1}").format(
+ self.designation, self.staffing_plan))
def get_context(self, context):
context.parents = [{'route': 'jobs', 'title': _('All Jobs') }]
@@ -56,7 +55,8 @@
context.get_list = get_job_openings
def get_job_openings(doctype, txt=None, filters=None, limit_start=0, limit_page_length=20, order_by=None):
- fields = ['name', 'status', 'job_title', 'description']
+ fields = ['name', 'status', 'job_title', 'description', 'publish_salary_range',
+ 'lower_range', 'upper_range', 'currency', 'job_application_route']
filters = filters or {}
filters.update({
diff --git a/erpnext/hr/doctype/job_opening/templates/job_opening_row.html b/erpnext/hr/doctype/job_opening/templates/job_opening_row.html
index 5da8cc8..c015101 100644
--- a/erpnext/hr/doctype/job_opening/templates/job_opening_row.html
+++ b/erpnext/hr/doctype/job_opening/templates/job_opening_row.html
@@ -1,9 +1,18 @@
<div class="my-5">
<h3>{{ doc.job_title }}</h3>
<p>{{ doc.description }}</p>
+ {%- if doc.publish_salary_range -%}
+ <p><b>{{_("Salary range per month")}}: </b>{{ frappe.format_value(frappe.utils.flt(doc.lower_range), currency=doc.currency) }} - {{ frappe.format_value(frappe.utils.flt(doc.upper_range), currency=doc.currency) }}</p>
+ {% endif %}
<div>
- <a class="btn btn-primary"
- href="/job_application?new=1&job_title={{ doc.name }}">
+ {%- if doc.job_application_route -%}
+ <a class='btn btn-primary'
+ href='/{{doc.job_application_route}}?new=1&job_title={{ doc.name }}'>
{{ _("Apply Now") }}</a>
+ {% else %}
+ <a class='btn btn-primary'
+ href='/job_application?new=1&job_title={{ doc.name }}'>
+ {{ _("Apply Now") }}</a>
+ {% endif %}
</div>
</div>
diff --git a/erpnext/hr/doctype/leave_allocation/leave_allocation.json b/erpnext/hr/doctype/leave_allocation/leave_allocation.json
index 4b31501..3a300c0 100644
--- a/erpnext/hr/doctype/leave_allocation/leave_allocation.json
+++ b/erpnext/hr/doctype/leave_allocation/leave_allocation.json
@@ -11,6 +11,7 @@
"employee",
"employee_name",
"department",
+ "company",
"column_break1",
"leave_type",
"from_date",
@@ -219,6 +220,15 @@
"label": "Leave Policy Assignment",
"options": "Leave Policy Assignment",
"read_only": 1
+ },
+ {
+ "fetch_from": "employee.company",
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "label": "Company",
+ "options": "Company",
+ "read_only": 1,
+ "reqd": 1
}
],
"icon": "fa fa-ok",
@@ -226,7 +236,7 @@
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
- "modified": "2020-08-20 14:25:10.314323",
+ "modified": "2021-01-04 18:46:13.184104",
"modified_by": "Administrator",
"module": "HR",
"name": "Leave Allocation",
diff --git a/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json b/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json
index 4abba5f..d74760a 100644
--- a/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json
+++ b/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json
@@ -1,4 +1,5 @@
{
+ "actions": [],
"creation": "2019-05-09 15:47:39.760406",
"doctype": "DocType",
"engine": "InnoDB",
@@ -8,6 +9,7 @@
"leave_type",
"transaction_type",
"transaction_name",
+ "company",
"leaves",
"column_break_7",
"from_date",
@@ -106,12 +108,22 @@
"fieldtype": "Link",
"label": "Holiday List",
"options": "Holiday List"
+ },
+ {
+ "fetch_from": "employee.company",
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "label": "Company",
+ "options": "Company",
+ "read_only": 1,
+ "reqd": 1
}
],
"in_create": 1,
"index_web_pages_for_search": 1,
"is_submittable": 1,
- "modified": "2020-09-04 12:16:36.569066",
+ "links": [],
+ "modified": "2021-01-04 18:47:45.146652",
"modified_by": "Administrator",
"module": "HR",
"name": "Leave Ledger Entry",
diff --git a/erpnext/hr/doctype/leave_policy/leave_policy_dashboard.py b/erpnext/hr/doctype/leave_policy/leave_policy_dashboard.py
index ff5dc2f..e0ec4be 100644
--- a/erpnext/hr/doctype/leave_policy/leave_policy_dashboard.py
+++ b/erpnext/hr/doctype/leave_policy/leave_policy_dashboard.py
@@ -4,22 +4,10 @@
def get_data():
return {
'fieldname': 'leave_policy',
- 'non_standard_fieldnames': {
- 'Employee Grade': 'default_leave_policy'
- },
'transactions': [
{
- 'label': _('Employees'),
- 'items': ['Employee', 'Employee Grade']
- },
- {
'label': _('Leaves'),
'items': ['Leave Allocation']
},
]
- }
-
-
-
-
-
\ No newline at end of file
+ }
\ No newline at end of file
diff --git a/erpnext/hr/doctype/leave_policy_assignment/leave_policy_assignment.json b/erpnext/hr/doctype/leave_policy_assignment/leave_policy_assignment.json
index ecebb3b..a0327bd 100644
--- a/erpnext/hr/doctype/leave_policy_assignment/leave_policy_assignment.json
+++ b/erpnext/hr/doctype/leave_policy_assignment/leave_policy_assignment.json
@@ -111,13 +111,14 @@
],
"is_submittable": 1,
"links": [],
- "modified": "2020-10-15 15:18:15.227848",
+ "modified": "2020-12-31 16:43:30.695206",
"modified_by": "Administrator",
"module": "HR",
"name": "Leave Policy Assignment",
"owner": "Administrator",
"permissions": [
{
+ "cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
@@ -127,9 +128,11 @@
"report": 1,
"role": "HR Manager",
"share": 1,
+ "submit": 1,
"write": 1
},
{
+ "cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
@@ -139,9 +142,11 @@
"report": 1,
"role": "HR User",
"share": 1,
+ "submit": 1,
"write": 1
},
{
+ "cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
@@ -151,6 +156,7 @@
"report": 1,
"role": "System Manager",
"share": 1,
+ "submit": 1,
"write": 1
}
],
diff --git a/erpnext/hr/web_form/job_application/job_application.json b/erpnext/hr/web_form/job_application/job_application.json
index f630570..512ba5c 100644
--- a/erpnext/hr/web_form/job_application/job_application.json
+++ b/erpnext/hr/web_form/job_application/job_application.json
@@ -1,86 +1,200 @@
{
- "accept_payment": 0,
- "allow_comments": 1,
- "allow_delete": 0,
- "allow_edit": 1,
- "allow_incomplete": 0,
- "allow_multiple": 1,
- "allow_print": 0,
- "amount": 0.0,
- "amount_based_on_field": 0,
- "creation": "2016-09-10 02:53:16.598314",
- "doc_type": "Job Applicant",
- "docstatus": 0,
- "doctype": "Web Form",
- "idx": 0,
- "introduction_text": "",
- "is_standard": 1,
- "login_required": 0,
- "max_attachment_size": 0,
- "modified": "2016-12-20 00:21:44.081622",
- "modified_by": "Administrator",
- "module": "HR",
- "name": "job-application",
- "owner": "Administrator",
- "published": 1,
- "route": "job_application",
- "show_sidebar": 1,
- "sidebar_items": [],
- "success_message": "Thank you for applying.",
- "success_url": "/jobs",
- "title": "Job Application",
+ "accept_payment": 0,
+ "allow_comments": 1,
+ "allow_delete": 0,
+ "allow_edit": 1,
+ "allow_incomplete": 0,
+ "allow_multiple": 1,
+ "allow_print": 0,
+ "amount": 0.0,
+ "amount_based_on_field": 0,
+ "apply_document_permissions": 0,
+ "client_script": "frappe.web_form.on('resume_link', (field, value) => {\n if (!frappe.utils.is_url(value)) {\n frappe.msgprint(__('Resume link not valid'));\n }\n});\n",
+ "creation": "2016-09-10 02:53:16.598314",
+ "doc_type": "Job Applicant",
+ "docstatus": 0,
+ "doctype": "Web Form",
+ "idx": 0,
+ "introduction_text": "",
+ "is_standard": 1,
+ "login_required": 0,
+ "max_attachment_size": 0,
+ "modified": "2020-10-07 19:27:17.143355",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "job-application",
+ "owner": "Administrator",
+ "published": 1,
+ "route": "job_application",
+ "route_to_success_link": 0,
+ "show_attachments": 0,
+ "show_in_grid": 0,
+ "show_sidebar": 1,
+ "sidebar_items": [],
+ "success_message": "Thank you for applying.",
+ "success_url": "/jobs",
+ "title": "Job Application",
"web_form_fields": [
{
- "fieldname": "job_title",
- "fieldtype": "Data",
- "hidden": 0,
- "label": "Job Opening",
- "max_length": 0,
- "max_value": 0,
- "options": "",
- "read_only": 1,
- "reqd": 0
- },
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "job_title",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "label": "Job Opening",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "",
+ "read_only": 1,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
{
- "fieldname": "applicant_name",
- "fieldtype": "Data",
- "hidden": 0,
- "label": "Applicant Name",
- "max_length": 0,
- "max_value": 0,
- "read_only": 0,
- "reqd": 1
- },
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "applicant_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "label": "Applicant Name",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 1,
+ "show_in_filter": 0
+ },
{
- "fieldname": "email_id",
- "fieldtype": "Data",
- "hidden": 0,
- "label": "Email Address",
- "max_length": 0,
- "max_value": 0,
- "options": "Email",
- "read_only": 0,
- "reqd": 1
- },
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "email_id",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "label": "Email Address",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Email",
+ "read_only": 0,
+ "reqd": 1,
+ "show_in_filter": 0
+ },
{
- "fieldname": "cover_letter",
- "fieldtype": "Text",
- "hidden": 0,
- "label": "Cover Letter",
- "max_length": 0,
- "max_value": 0,
- "read_only": 0,
- "reqd": 0
- },
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "phone_number",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "label": "Phone Number",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Phone",
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
{
- "fieldname": "resume_attachment",
- "fieldtype": "Attach",
- "hidden": 0,
- "label": "Resume Attachment",
- "max_length": 0,
- "max_value": 0,
- "read_only": 0,
- "reqd": 0
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "country",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "label": "Country of Residence",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Country",
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "cover_letter",
+ "fieldtype": "Text",
+ "hidden": 0,
+ "label": "Cover Letter",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "resume_link",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "label": "Resume Link",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "label": "Expected Salary Range per month",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 1,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "currency",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "label": "Currency",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Currency",
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "lower_range",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "label": "Lower Range",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "currency",
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "upper_range",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "label": "Upper Range",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "currency",
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
}
]
}
\ No newline at end of file
diff --git a/erpnext/loan_management/doctype/loan/loan.py b/erpnext/loan_management/doctype/loan/loan.py
index cd40a66..e607d4f 100644
--- a/erpnext/loan_management/doctype/loan/loan.py
+++ b/erpnext/loan_management/doctype/loan/loan.py
@@ -6,6 +6,7 @@
import frappe, math, json
import erpnext
from frappe import _
+from six import string_types
from frappe.utils import flt, rounded, add_months, nowdate, getdate, now_datetime
from erpnext.loan_management.doctype.loan_security_unpledge.loan_security_unpledge import get_pledged_security_qty
from erpnext.controllers.accounts_controller import AccountsController
@@ -201,7 +202,9 @@
# checking greater than 0 as there may be some minor precision error
if pending_amount < write_off_limit:
- # update status as loan closure requested
+ # Auto create loan write off and update status as loan closure requested
+ write_off = make_loan_write_off(loan)
+ write_off.submit()
frappe.db.set_value('Loan', loan, 'status', 'Loan Closure Requested')
else:
frappe.throw(_("Cannot close loan as there is an outstanding of {0}").format(pending_amount))
@@ -280,10 +283,13 @@
return write_off
@frappe.whitelist()
-def unpledge_security(loan=None, loan_security_pledge=None, as_dict=0, save=0, submit=0, approve=0):
- # if loan is passed it will be considered as full unpledge
+def unpledge_security(loan=None, loan_security_pledge=None, security_map=None, as_dict=0, save=0, submit=0, approve=0):
+ # if no security_map is passed it will be considered as full unpledge
+ if security_map and isinstance(security_map, string_types):
+ security_map = json.loads(security_map)
+
if loan:
- pledge_qty_map = get_pledged_security_qty(loan)
+ pledge_qty_map = security_map or get_pledged_security_qty(loan)
loan_doc = frappe.get_doc('Loan', loan)
unpledge_request = create_loan_security_unpledge(pledge_qty_map, loan_doc.name, loan_doc.company,
loan_doc.applicant_type, loan_doc.applicant)
@@ -332,13 +338,13 @@
return unpledge_request
def validate_employee_currency_with_company_currency(applicant, company):
- from erpnext.payroll.doctype.salary_structure_assignment.salary_structure_assignment import get_employee_currency
- if not applicant:
- frappe.throw(_("Please select Applicant"))
- if not company:
- frappe.throw(_("Please select Company"))
- employee_currency = get_employee_currency(applicant)
- company_currency = erpnext.get_company_currency(company)
- if employee_currency != company_currency:
- frappe.throw(_("Loan cannot be repayed from salary for Employee {0} because salary is processed in currency {1}")
- .format(applicant, employee_currency))
+ from erpnext.payroll.doctype.salary_structure_assignment.salary_structure_assignment import get_employee_currency
+ if not applicant:
+ frappe.throw(_("Please select Applicant"))
+ if not company:
+ frappe.throw(_("Please select Company"))
+ employee_currency = get_employee_currency(applicant)
+ company_currency = erpnext.get_company_currency(company)
+ if employee_currency != company_currency:
+ frappe.throw(_("Loan cannot be repayed from salary for Employee {0} because salary is processed in currency {1}")
+ .format(applicant, employee_currency))
diff --git a/erpnext/loan_management/doctype/loan/test_loan.py b/erpnext/loan_management/doctype/loan/test_loan.py
index a63d065..f3c9db6 100644
--- a/erpnext/loan_management/doctype/loan/test_loan.py
+++ b/erpnext/loan_management/doctype/loan/test_loan.py
@@ -45,7 +45,7 @@
create_loan_security_price("Test Security 2", 250, "Nos", get_datetime() , get_datetime(add_to_date(nowdate(), hours=24)))
self.applicant1 = make_employee("robert_loan@loan.com")
- make_salary_structure("Test Salary Structure Loan", "Monthly", employee=self.applicant1, currency='INR')
+ make_salary_structure("Test Salary Structure Loan", "Monthly", employee=self.applicant1, currency='INR', company="_Test Company")
if not frappe.db.exists("Customer", "_Test Loan Customer"):
frappe.get_doc(get_customer_dict('_Test Loan Customer')).insert(ignore_permissions=True)
@@ -321,10 +321,68 @@
self.assertEquals(sum(pledged_qty.values()), 0)
amounts = amounts = calculate_amounts(loan.name, add_days(last_date, 5))
- self.assertTrue(amounts['pending_principal_amount'] < 0)
+ self.assertEqual(amounts['pending_principal_amount'], 0)
self.assertEquals(amounts['payable_principal_amount'], 0.0)
self.assertEqual(amounts['interest_amount'], 0)
+ def test_partial_loan_security_unpledge(self):
+ pledge = [{
+ "loan_security": "Test Security 1",
+ "qty": 2000.00
+ },
+ {
+ "loan_security": "Test Security 2",
+ "qty": 4000.00
+ }]
+
+ loan_application = create_loan_application('_Test Company', self.applicant2, 'Demand Loan', pledge)
+ create_pledge(loan_application)
+
+ loan = create_demand_loan(self.applicant2, "Demand Loan", loan_application, posting_date='2019-10-01')
+ loan.submit()
+
+ self.assertEquals(loan.loan_amount, 1000000)
+
+ first_date = '2019-10-01'
+ last_date = '2019-10-30'
+
+ make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date)
+ process_loan_interest_accrual_for_demand_loans(posting_date = last_date)
+
+ repayment_entry = create_repayment_entry(loan.name, self.applicant2, add_days(last_date, 5), 600000)
+ repayment_entry.submit()
+
+ unpledge_map = {'Test Security 2': 2000}
+
+ unpledge_request = unpledge_security(loan=loan.name, security_map = unpledge_map, save=1)
+ unpledge_request.submit()
+ unpledge_request.status = 'Approved'
+ unpledge_request.save()
+ unpledge_request.submit()
+ unpledge_request.load_from_db()
+ self.assertEqual(unpledge_request.docstatus, 1)
+
+ def test_santined_loan_security_unpledge(self):
+ pledge = [{
+ "loan_security": "Test Security 1",
+ "qty": 4000.00
+ }]
+
+ loan_application = create_loan_application('_Test Company', self.applicant2, 'Demand Loan', pledge)
+ create_pledge(loan_application)
+
+ loan = create_demand_loan(self.applicant2, "Demand Loan", loan_application, posting_date='2019-10-01')
+ loan.submit()
+
+ self.assertEquals(loan.loan_amount, 1000000)
+
+ unpledge_map = {'Test Security 1': 4000}
+ unpledge_request = unpledge_security(loan=loan.name, security_map = unpledge_map, save=1)
+ unpledge_request.submit()
+ unpledge_request.status = 'Approved'
+ unpledge_request.save()
+ unpledge_request.submit()
+
def test_disbursal_check_with_shortfall(self):
pledges = [{
"loan_security": "Test Security 2",
@@ -415,7 +473,7 @@
self.assertEquals(loan.status, "Loan Closure Requested")
amounts = calculate_amounts(loan.name, add_days(last_date, 5))
- self.assertTrue(amounts['pending_principal_amount'] < 0.0)
+ self.assertEqual(amounts['pending_principal_amount'], 0.0)
def test_partial_unaccrued_interest_payment(self):
pledge = [{
diff --git a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json
index f157f0d..185bf7a 100644
--- a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json
+++ b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json
@@ -22,6 +22,7 @@
"paid_principal_amount",
"column_break_14",
"interest_amount",
+ "total_pending_interest_amount",
"paid_interest_amount",
"penalty_amount",
"section_break_15",
@@ -172,13 +173,19 @@
"hidden": 1,
"label": "Last Accrual Date",
"read_only": 1
+ },
+ {
+ "fieldname": "total_pending_interest_amount",
+ "fieldtype": "Currency",
+ "label": "Total Pending Interest Amount",
+ "options": "Company:company:default_currency"
}
],
"in_create": 1,
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
- "modified": "2020-11-07 05:49:25.448875",
+ "modified": "2021-01-10 00:15:21.544140",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loan Interest Accrual",
diff --git a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
index d17f5af..7d7992d 100644
--- a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
+++ b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
@@ -100,6 +100,8 @@
interest_per_day = get_per_day_interest(pending_principal_amount, loan.rate_of_interest, posting_date)
payable_interest = interest_per_day * no_of_days
+ pending_amounts = calculate_amounts(loan.name, posting_date, payment_type='Loan Closure')
+
args = frappe._dict({
'loan': loan.name,
'applicant_type': loan.applicant_type,
@@ -108,7 +110,8 @@
'loan_account': loan.loan_account,
'pending_principal_amount': pending_principal_amount,
'interest_amount': payable_interest,
- 'penalty_amount': calculate_amounts(loan.name, posting_date)['penalty_amount'],
+ 'total_pending_interest_amount': pending_amounts['interest_amount'],
+ 'penalty_amount': pending_amounts['penalty_amount'],
'process_loan_interest': process_loan_interest,
'posting_date': posting_date,
'accrual_type': accrual_type
@@ -202,6 +205,7 @@
loan_interest_accrual.loan_account = args.loan_account
loan_interest_accrual.pending_principal_amount = flt(args.pending_principal_amount, precision)
loan_interest_accrual.interest_amount = flt(args.interest_amount, precision)
+ loan_interest_accrual.total_pending_interest_amount = flt(args.total_pending_interest_amount, precision)
loan_interest_accrual.penalty_amount = flt(args.penalty_amount, precision)
loan_interest_accrual.posting_date = args.posting_date or nowdate()
loan_interest_accrual.process_loan_interest_accrual = args.process_loan_interest
diff --git a/erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py b/erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py
index 46a6440..85e008a 100644
--- a/erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py
+++ b/erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py
@@ -37,10 +37,8 @@
loan_application = create_loan_application('_Test Company', self.applicant, 'Demand Loan', pledge)
create_pledge(loan_application)
-
loan = create_demand_loan(self.applicant, "Demand Loan", loan_application,
posting_date=get_first_day(nowdate()))
-
loan.submit()
first_date = '2019-10-01'
@@ -50,11 +48,46 @@
accrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * no_of_days) \
/ (days_in_year(get_datetime(first_date).year) * 100)
-
make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date)
-
process_loan_interest_accrual_for_demand_loans(posting_date=last_date)
-
loan_interest_accural = frappe.get_doc("Loan Interest Accrual", {'loan': loan.name})
self.assertEquals(flt(loan_interest_accural.interest_amount, 0), flt(accrued_interest_amount, 0))
+
+ def test_accumulated_amounts(self):
+ pledge = [{
+ "loan_security": "Test Security 1",
+ "qty": 4000.00
+ }]
+
+ loan_application = create_loan_application('_Test Company', self.applicant, 'Demand Loan', pledge)
+ create_pledge(loan_application)
+ loan = create_demand_loan(self.applicant, "Demand Loan", loan_application,
+ posting_date=get_first_day(nowdate()))
+ loan.submit()
+
+ first_date = '2019-10-01'
+ last_date = '2019-10-30'
+
+ no_of_days = date_diff(last_date, first_date) + 1
+ accrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * no_of_days) \
+ / (days_in_year(get_datetime(first_date).year) * 100)
+ make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date)
+ process_loan_interest_accrual_for_demand_loans(posting_date=last_date)
+ loan_interest_accrual = frappe.get_doc("Loan Interest Accrual", {'loan': loan.name})
+
+ self.assertEquals(flt(loan_interest_accrual.interest_amount, 0), flt(accrued_interest_amount, 0))
+
+ next_start_date = '2019-10-31'
+ next_end_date = '2019-11-29'
+
+ no_of_days = date_diff(next_end_date, next_start_date) + 1
+ process = process_loan_interest_accrual_for_demand_loans(posting_date=next_end_date)
+ new_accrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * no_of_days) \
+ / (days_in_year(get_datetime(first_date).year) * 100)
+
+ total_pending_interest_amount = flt(accrued_interest_amount + new_accrued_interest_amount, 0)
+
+ loan_interest_accrual = frappe.get_doc("Loan Interest Accrual", {'loan': loan.name,
+ 'process_loan_interest_accrual': process})
+ self.assertEquals(flt(loan_interest_accrual.total_pending_interest_amount, 0), total_pending_interest_amount)
diff --git a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
index 415ba99..ac30c91 100644
--- a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
+++ b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
@@ -377,7 +377,7 @@
amounts["penalty_amount"] = flt(penalty_amount, precision)
amounts["payable_amount"] = flt(payable_principal_amount + total_pending_interest + penalty_amount, precision)
amounts["pending_accrual_entries"] = pending_accrual_entries
- amounts["unaccrued_interest"] = unaccrued_interest
+ amounts["unaccrued_interest"] = flt(unaccrued_interest, precision)
if final_due_date:
amounts["due_date"] = final_due_date
diff --git a/erpnext/loan_management/doctype/loan_security_price/loan_security_price.json b/erpnext/loan_management/doctype/loan_security_price/loan_security_price.json
index a55b482..b6e8763 100644
--- a/erpnext/loan_management/doctype/loan_security_price/loan_security_price.json
+++ b/erpnext/loan_management/doctype/loan_security_price/loan_security_price.json
@@ -7,6 +7,7 @@
"engine": "InnoDB",
"field_order": [
"loan_security",
+ "loan_security_name",
"loan_security_type",
"column_break_2",
"uom",
@@ -79,10 +80,18 @@
"label": "Loan Security Type",
"options": "Loan Security Type",
"read_only": 1
+ },
+ {
+ "fetch_from": "loan_security.loan_security_name",
+ "fieldname": "loan_security_name",
+ "fieldtype": "Data",
+ "label": "Loan Security Name",
+ "read_only": 1
}
],
+ "index_web_pages_for_search": 1,
"links": [],
- "modified": "2020-06-11 03:41:33.900340",
+ "modified": "2021-01-17 07:41:49.598086",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loan Security Price",
diff --git a/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py b/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py
index 8ec0bfb..6469806 100644
--- a/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py
+++ b/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py
@@ -81,7 +81,6 @@
process_loan_security_shortfall)
def create_loan_security_shortfall(loan, loan_amount, security_value, shortfall_amount, process_loan_security_shortfall):
-
existing_shortfall = frappe.db.get_value("Loan Security Shortfall", {"loan": loan, "status": "Pending"}, "name")
if existing_shortfall:
diff --git a/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py b/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py
index c29f325..c4c2d68 100644
--- a/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py
+++ b/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py
@@ -30,6 +30,8 @@
d.idx, frappe.bold(d.loan_security)))
def validate_unpledge_qty(self):
+ from erpnext.loan_management.doctype.loan_security_shortfall.loan_security_shortfall import get_ltv_ratio
+
pledge_qty_map = get_pledged_security_qty(self.loan)
ltv_ratio_map = frappe._dict(frappe.get_all("Loan Security Type",
@@ -42,11 +44,19 @@
"valid_upto": (">=", get_datetime())
}, as_list=1))
- total_payment, principal_paid, interest_payable, written_off_amount = frappe.get_value("Loan", self.loan, ['total_payment', 'total_principal_paid',
- 'total_interest_payable', 'written_off_amount'])
+ loan_details = frappe.get_value("Loan", self.loan, ['total_payment', 'total_principal_paid',
+ 'total_interest_payable', 'written_off_amount', 'disbursed_amount', 'status'], as_dict=1)
- pending_principal_amount = flt(total_payment) - flt(interest_payable) - flt(principal_paid) - flt(written_off_amount)
+ if loan_details.status == 'Disbursed':
+ pending_principal_amount = flt(loan_details.total_payment) - flt(loan_details.total_interest_payable) \
+ - flt(loan_details.total_principal_paid) - flt(loan_details.written_off_amount)
+ else:
+ pending_principal_amount = flt(loan_details.disbursed_amount) - flt(loan_details.total_interest_payable) \
+ - flt(loan_details.total_principal_paid) - flt(loan_details.written_off_amount)
+
security_value = 0
+ unpledge_qty_map = {}
+ ltv_ratio = 0
for security in self.securities:
pledged_qty = pledge_qty_map.get(security.loan_security, 0)
@@ -57,13 +67,15 @@
msg += _("You are trying to unpledge more.")
frappe.throw(msg, title=_("Loan Security Unpledge Error"))
- qty_after_unpledge = pledged_qty - security.qty
- ltv_ratio = ltv_ratio_map.get(security.loan_security_type)
+ unpledge_qty_map.setdefault(security.loan_security, 0)
+ unpledge_qty_map[security.loan_security] += security.qty
- current_price = loan_security_price_map.get(security.loan_security)
- if not current_price:
- frappe.throw(_("No valid Loan Security Price found for {0}").format(frappe.bold(security.loan_security)))
+ for security in pledge_qty_map:
+ if not ltv_ratio:
+ ltv_ratio = get_ltv_ratio(security)
+ qty_after_unpledge = pledge_qty_map.get(security, 0) - unpledge_qty_map.get(security, 0)
+ current_price = loan_security_price_map.get(security)
security_value += qty_after_unpledge * current_price
if not security_value and flt(pending_principal_amount, 2) > 0:
diff --git a/erpnext/loan_management/doctype/loan_type/loan_type.json b/erpnext/loan_management/doctype/loan_type/loan_type.json
index 18a9731..3ef5304 100644
--- a/erpnext/loan_management/doctype/loan_type/loan_type.json
+++ b/erpnext/loan_management/doctype/loan_type/loan_type.json
@@ -144,17 +144,17 @@
},
{
"allow_on_submit": 1,
- "description": "Pending amount that will be automatically ignored on loan closure request ",
+ "description": "Loan Write Off will be automatically created on loan closure request if pending amount is below this limit",
"fieldname": "write_off_amount",
"fieldtype": "Currency",
- "label": "Write Off Amount ",
+ "label": "Auto Write Off Amount ",
"options": "Company:company:default_currency"
}
],
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
- "modified": "2020-10-26 07:13:55.029811",
+ "modified": "2021-01-17 06:51:26.082879",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loan Type",
diff --git a/erpnext/loan_management/doctype/pledge/pledge.json b/erpnext/loan_management/doctype/pledge/pledge.json
index 801e3a3..c23479c 100644
--- a/erpnext/loan_management/doctype/pledge/pledge.json
+++ b/erpnext/loan_management/doctype/pledge/pledge.json
@@ -6,6 +6,7 @@
"engine": "InnoDB",
"field_order": [
"loan_security",
+ "loan_security_name",
"loan_security_type",
"loan_security_code",
"uom",
@@ -85,11 +86,18 @@
"label": "Post Haircut Amount",
"options": "Company:company:default_currency",
"read_only": 1
+ },
+ {
+ "fetch_from": "loan_security.loan_security_name",
+ "fieldname": "loan_security_name",
+ "fieldtype": "Data",
+ "label": "Loan Security Name",
+ "read_only": 1
}
],
"istable": 1,
"links": [],
- "modified": "2020-11-05 10:07:15.424937",
+ "modified": "2021-01-17 07:41:12.452514",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Pledge",
diff --git a/erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.json b/erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.json
index ffc3671..3feb305 100644
--- a/erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.json
+++ b/erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.json
@@ -30,7 +30,7 @@
],
"is_submittable": 1,
"links": [],
- "modified": "2020-02-01 08:14:05.845161",
+ "modified": "2021-01-17 03:59:14.494557",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Process Loan Security Shortfall",
@@ -45,7 +45,9 @@
"read": 1,
"report": 1,
"role": "System Manager",
+ "select": 1,
"share": 1,
+ "submit": 1,
"write": 1
},
{
@@ -57,7 +59,9 @@
"read": 1,
"report": 1,
"role": "Loan Manager",
+ "select": 1,
"share": 1,
+ "submit": 1,
"write": 1
}
],
diff --git a/erpnext/loan_management/doctype/proposed_pledge/proposed_pledge.json b/erpnext/loan_management/doctype/proposed_pledge/proposed_pledge.json
index 3e7e778..a0b3a79 100644
--- a/erpnext/loan_management/doctype/proposed_pledge/proposed_pledge.json
+++ b/erpnext/loan_management/doctype/proposed_pledge/proposed_pledge.json
@@ -6,6 +6,7 @@
"engine": "InnoDB",
"field_order": [
"loan_security",
+ "loan_security_name",
"qty",
"loan_security_price",
"amount",
@@ -56,12 +57,19 @@
"label": "Post Haircut Amount",
"options": "Company:company:default_currency",
"read_only": 1
+ },
+ {
+ "fetch_from": "loan_security.loan_security_name",
+ "fieldname": "loan_security_name",
+ "fieldtype": "Data",
+ "label": "Loan Security Name",
+ "read_only": 1
}
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
- "modified": "2020-11-05 10:07:37.542344",
+ "modified": "2021-01-17 07:29:01.671722",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Proposed Pledge",
diff --git a/erpnext/loan_management/doctype/unpledge/unpledge.json b/erpnext/loan_management/doctype/unpledge/unpledge.json
index 0035668..0091e6c 100644
--- a/erpnext/loan_management/doctype/unpledge/unpledge.json
+++ b/erpnext/loan_management/doctype/unpledge/unpledge.json
@@ -6,6 +6,7 @@
"engine": "InnoDB",
"field_order": [
"loan_security",
+ "loan_security_name",
"loan_security_type",
"loan_security_code",
"haircut",
@@ -61,12 +62,19 @@
"fieldtype": "Percent",
"label": "Haircut",
"read_only": 1
+ },
+ {
+ "fetch_from": "loan_security.loan_security_name",
+ "fieldname": "loan_security_name",
+ "fieldtype": "Data",
+ "label": "Loan Security Name",
+ "read_only": 1
}
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
- "modified": "2020-11-05 10:07:28.106961",
+ "modified": "2021-01-17 07:36:20.212342",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Unpledge",
diff --git a/erpnext/loan_management/report/applicant_wise_loan_security_exposure/__init__.py b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/__init__.py
diff --git a/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.js b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.js
new file mode 100644
index 0000000..73d60c4
--- /dev/null
+++ b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.js
@@ -0,0 +1,16 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Applicant-Wise Loan Security Exposure"] = {
+ "filters": [
+ {
+ "fieldname":"company",
+ "label": __("Company"),
+ "fieldtype": "Link",
+ "options": "Company",
+ "default": frappe.defaults.get_user_default("Company"),
+ "reqd": 1
+ }
+ ]
+};
diff --git a/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.json b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.json
new file mode 100644
index 0000000..a778cd7
--- /dev/null
+++ b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.json
@@ -0,0 +1,29 @@
+{
+ "add_total_row": 0,
+ "columns": [],
+ "creation": "2021-01-15 23:48:38.913514",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "modified": "2021-01-15 23:48:38.913514",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Applicant-Wise Loan Security Exposure",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Loan Security",
+ "report_name": "Applicant-Wise Loan Security Exposure",
+ "report_type": "Script Report",
+ "roles": [
+ {
+ "role": "System Manager"
+ },
+ {
+ "role": "Loan Manager"
+ }
+ ]
+}
\ No newline at end of file
diff --git a/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.py b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.py
new file mode 100644
index 0000000..6d7c3b7
--- /dev/null
+++ b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.py
@@ -0,0 +1,123 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+import erpnext
+from frappe import _
+from frappe.utils import get_datetime, flt
+from six import iteritems
+
+def execute(filters=None):
+ columns = get_columns(filters)
+ data = get_data(filters)
+ return columns, data
+
+
+def get_columns(filters):
+ columns = [
+ {"label": _("Applicant Type"), "fieldname": "applicant_type", "options": "DocType", "width": 100},
+ {"label": _("Applicant Name"), "fieldname": "applicant_name", "fieldtype": "Dynamic Link", "options": "applicant_type", "width": 150},
+ {"label": _("Loan Security"), "fieldname": "loan_security", "fieldtype": "Link", "options": "Loan Security", "width": 160},
+ {"label": _("Loan Security Code"), "fieldname": "loan_security_code", "fieldtype": "Data", "width": 100},
+ {"label": _("Loan Security Name"), "fieldname": "loan_security_name", "fieldtype": "Data", "width": 150},
+ {"label": _("Haircut"), "fieldname": "haircut", "fieldtype": "Percent", "width": 100},
+ {"label": _("Loan Security Type"), "fieldname": "loan_security_type", "fieldtype": "Link", "options": "Loan Security Type", "width": 120},
+ {"label": _("Disabled"), "fieldname": "disabled", "fieldtype": "Check", "width": 80},
+ {"label": _("Total Qty"), "fieldname": "total_qty", "fieldtype": "Float", "width": 100},
+ {"label": _("Latest Price"), "fieldname": "latest_price", "fieldtype": "Currency", "options": "currency", "width": 100},
+ {"label": _("Current Value"), "fieldname": "current_value", "fieldtype": "Currency", "options": "currency", "width": 100},
+ {"label": _("% Of Applicant Portfolio"), "fieldname": "portfolio_percent", "fieldtype": "Percentage", "width": 100},
+ {"label": _("Currency"), "fieldname": "currency", "fieldtype": "Currency", "options": "Currency", "hidden": 1, "width": 100},
+ ]
+
+ return columns
+
+def get_data(filters):
+ data = []
+ loan_security_details = get_loan_security_details(filters)
+ pledge_values, total_value_map, applicant_type_map = get_applicant_wise_total_loan_security_qty(filters,
+ loan_security_details)
+
+ currency = erpnext.get_company_currency(filters.get('company'))
+
+ for key, qty in iteritems(pledge_values):
+ row = {}
+ current_value = flt(qty * loan_security_details.get(key[1])['latest_price'])
+ row.update(loan_security_details.get(key[1]))
+ row.update({
+ 'applicant_type': applicant_type_map.get(key[0]),
+ 'applicant_name': key[0],
+ 'total_qty': qty,
+ 'current_value': current_value,
+ 'portfolio_percent': flt(current_value * 100 / total_value_map.get(key[0]), 2),
+ 'currency': currency
+ })
+
+ data.append(row)
+
+ return data
+
+def get_loan_security_details(filters):
+ security_detail_map = {}
+
+ loan_security_price_map = frappe._dict(frappe.db.sql("""
+ SELECT loan_security, loan_security_price
+ FROM `tabLoan Security Price` t1
+ WHERE valid_from >= (SELECT MAX(valid_from) FROM `tabLoan Security Price` t2
+ WHERE t1.loan_security = t2.loan_security)
+ """, as_list=1))
+
+ loan_security_details = frappe.get_all('Loan Security', fields=['name as loan_security',
+ 'loan_security_code', 'loan_security_name', 'haircut', 'loan_security_type',
+ 'disabled'])
+
+ for security in loan_security_details:
+ security.update({'latest_price': flt(loan_security_price_map.get(security.loan_security))})
+ security_detail_map.setdefault(security.loan_security, security)
+
+ return security_detail_map
+
+def get_applicant_wise_total_loan_security_qty(filters, loan_security_details):
+ current_pledges = {}
+ total_value_map = {}
+ applicant_type_map = {}
+ applicant_wise_unpledges = {}
+ conditions = ""
+
+ if filters.get('company'):
+ conditions = "AND company = %(company)s"
+
+ unpledges = frappe.db.sql("""
+ SELECT up.applicant, u.loan_security, sum(u.qty) as qty
+ FROM `tabLoan Security Unpledge` up, `tabUnpledge` u
+ WHERE u.parent = up.name
+ AND up.status = 'Approved'
+ {conditions}
+ GROUP BY up.applicant, u.loan_security
+ """.format(conditions=conditions), filters, as_dict=1)
+
+ for unpledge in unpledges:
+ applicant_wise_unpledges.setdefault((unpledge.applicant, unpledge.loan_security), unpledge.qty)
+
+ pledges = frappe.db.sql("""
+ SELECT lp.applicant_type, lp.applicant, p.loan_security, sum(p.qty) as qty
+ FROM `tabLoan Security Pledge` lp, `tabPledge`p
+ WHERE p.parent = lp.name
+ AND lp.status = 'Pledged'
+ {conditions}
+ GROUP BY lp.applicant, p.loan_security
+ """.format(conditions=conditions), filters, as_dict=1)
+
+ for security in pledges:
+ current_pledges.setdefault((security.applicant, security.loan_security), security.qty)
+ total_value_map.setdefault(security.applicant, 0.0)
+ applicant_type_map.setdefault(security.applicant, security.applicant_type)
+
+ current_pledges[(security.applicant, security.loan_security)] -= \
+ applicant_wise_unpledges.get((security.applicant, security.loan_security), 0.0)
+
+ total_value_map[security.applicant] += current_pledges.get((security.applicant, security.loan_security)) \
+ * loan_security_details.get(security.loan_security)['latest_price']
+
+ return current_pledges, total_value_map, applicant_type_map
\ No newline at end of file
diff --git a/erpnext/loan_management/report/loan_interest_report/__init__.py b/erpnext/loan_management/report/loan_interest_report/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/loan_management/report/loan_interest_report/__init__.py
diff --git a/erpnext/loan_management/report/loan_interest_report/loan_interest_report.js b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.js
new file mode 100644
index 0000000..a227b6d
--- /dev/null
+++ b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.js
@@ -0,0 +1,16 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Loan Interest Report"] = {
+ "filters": [
+ {
+ "fieldname":"company",
+ "label": __("Company"),
+ "fieldtype": "Link",
+ "options": "Company",
+ "default": frappe.defaults.get_user_default("Company"),
+ "reqd": 1
+ }
+ ]
+};
diff --git a/erpnext/loan_management/report/loan_interest_report/loan_interest_report.json b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.json
new file mode 100644
index 0000000..321d606
--- /dev/null
+++ b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.json
@@ -0,0 +1,29 @@
+{
+ "add_total_row": 1,
+ "columns": [],
+ "creation": "2021-01-10 02:03:26.742693",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "modified": "2021-01-10 02:03:26.742693",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Loan Interest Report",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Loan Interest Accrual",
+ "report_name": "Loan Interest Report",
+ "report_type": "Script Report",
+ "roles": [
+ {
+ "role": "System Manager"
+ },
+ {
+ "role": "Loan Manager"
+ }
+ ]
+}
\ No newline at end of file
diff --git a/erpnext/loan_management/report/loan_interest_report/loan_interest_report.py b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.py
new file mode 100644
index 0000000..aa0325e
--- /dev/null
+++ b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.py
@@ -0,0 +1,124 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+import erpnext
+from frappe import _
+from frappe.utils import flt, getdate, add_days
+
+
+def execute(filters=None):
+ columns = get_columns(filters)
+ data = get_active_loan_details(filters)
+ return columns, data
+
+def get_columns(filters):
+ columns = [
+ {"label": _("Loan"), "fieldname": "loan", "fieldtype": "Link", "options": "Loan", "width": 160},
+ {"label": _("Status"), "fieldname": "status", "fieldtype": "Data", "width": 160},
+ {"label": _("Applicant Type"), "fieldname": "applicant_type", "options": "DocType", "width": 100},
+ {"label": _("Applicant Name"), "fieldname": "applicant_name", "fieldtype": "Dynamic Link", "options": "applicant_type", "width": 150},
+ {"label": _("Loan Type"), "fieldname": "loan_type", "fieldtype": "Link", "options": "Loan Type", "width": 100},
+ {"label": _("Sanctioned Amount"), "fieldname": "sanctioned_amount", "fieldtype": "Currency", "options": "currency", "width": 120},
+ {"label": _("Disbursed Amount"), "fieldname": "disbursed_amount", "fieldtype": "Currency", "options": "currency", "width": 120},
+ {"label": _("Penalty Amount"), "fieldname": "penalty", "fieldtype": "Currency", "options": "currency", "width": 120},
+ {"label": _("Accrued Interest"), "fieldname": "accrued_interest", "fieldtype": "Currency", "options": "currency", "width": 120},
+ {"label": _("Total Repayment"), "fieldname": "total_repayment", "fieldtype": "Currency", "options": "currency", "width": 120},
+ {"label": _("Principal Outstanding"), "fieldname": "principal_outstanding", "fieldtype": "Currency", "options": "currency", "width": 120},
+ {"label": _("Interest Outstanding"), "fieldname": "interest_outstanding", "fieldtype": "Currency", "options": "currency", "width": 120},
+ {"label": _("Total Outstanding"), "fieldname": "total_outstanding", "fieldtype": "Currency", "options": "currency", "width": 120},
+ {"label": _("Undue Booked Interest"), "fieldname": "undue_interest", "fieldtype": "Currency", "options": "currency", "width": 120},
+ {"label": _("Interest %"), "fieldname": "rate_of_interest", "fieldtype": "Percent", "width": 100},
+ {"label": _("Penalty Interest %"), "fieldname": "penalty_interest", "fieldtype": "Percent", "width": 100},
+ {"label": _("Currency"), "fieldname": "currency", "fieldtype": "Currency", "options": "Currency", "hidden": 1, "width": 100},
+ ]
+
+ return columns
+
+def get_active_loan_details(filters):
+
+ filter_obj = {"status": ("!=", "Closed")}
+ if filters.get('company'):
+ filter_obj.update({'company': filters.get('company')})
+
+ loan_details = frappe.get_all("Loan",
+ fields=["name as loan", "applicant_type", "applicant as applicant_name", "loan_type",
+ "disbursed_amount", "rate_of_interest", "total_payment", "total_principal_paid",
+ "total_interest_payable", "written_off_amount", "status"],
+ filters=filter_obj)
+
+ loan_list = [d.loan for d in loan_details]
+
+ sanctioned_amount_map = get_sanctioned_amount_map()
+ penal_interest_rate_map = get_penal_interest_rate_map()
+ payments = get_payments(loan_list)
+ accrual_map = get_interest_accruals(loan_list)
+ currency = erpnext.get_company_currency(filters.get('company'))
+
+ for loan in loan_details:
+ loan.update({
+ "sanctioned_amount": flt(sanctioned_amount_map.get(loan.applicant_name)),
+ "principal_outstanding": flt(loan.total_payment) - flt(loan.total_principal_paid) \
+ - flt(loan.total_interest_payable) - flt(loan.written_off_amount),
+ "total_repayment": flt(payments.get(loan.loan)),
+ "accrued_interest": flt(accrual_map.get(loan.loan, {}).get("accrued_interest")),
+ "interest_outstanding": flt(accrual_map.get(loan.loan, {}).get("interest_outstanding")),
+ "penalty": flt(accrual_map.get(loan.loan, {}).get("penalty")),
+ "penalty_interest": penal_interest_rate_map.get(loan.loan_type),
+ "undue_interest": flt(accrual_map.get(loan.loan, {}).get("undue_interest")),
+ "currency": currency
+ })
+
+ loan['total_outstanding'] = loan['principal_outstanding'] + loan['interest_outstanding'] \
+ + loan['penalty']
+
+ return loan_details
+
+def get_sanctioned_amount_map():
+ return frappe._dict(frappe.get_all("Sanctioned Loan Amount", fields=["applicant", "sanctioned_amount_limit"],
+ as_list=1))
+
+def get_payments(loans):
+ return frappe._dict(frappe.get_all("Loan Repayment", fields=["against_loan", "sum(amount_paid)"],
+ filters={"against_loan": ("in", loans)}, group_by="against_loan", as_list=1))
+
+def get_interest_accruals(loans):
+ accrual_map = {}
+
+ interest_accruals = frappe.get_all("Loan Interest Accrual",
+ fields=["loan", "interest_amount", "posting_date", "penalty_amount",
+ "paid_interest_amount", "accrual_type"], filters={"loan": ("in", loans)}, order_by="posting_date desc")
+
+ for entry in interest_accruals:
+ accrual_map.setdefault(entry.loan, {
+ "accrued_interest": 0.0,
+ "undue_interest": 0.0,
+ "interest_outstanding": 0.0,
+ "last_accrual_date": '',
+ "due_date": ''
+ })
+
+ if entry.accrual_type == 'Regular':
+ if not accrual_map[entry.loan]['due_date']:
+ accrual_map[entry.loan]['due_date'] = add_days(entry.posting_date, 1)
+ if not accrual_map[entry.loan]['last_accrual_date']:
+ accrual_map[entry.loan]['last_accrual_date'] = entry.posting_date
+
+ due_date = accrual_map[entry.loan]['due_date']
+ last_accrual_date = accrual_map[entry.loan]['last_accrual_date']
+
+ if due_date and getdate(entry.posting_date) < getdate(due_date):
+ accrual_map[entry.loan]["interest_outstanding"] += entry.interest_amount - entry.paid_interest_amount
+ else:
+ accrual_map[entry.loan]['undue_interest'] += entry.interest_amount - entry.paid_interest_amount
+
+ accrual_map[entry.loan]["accrued_interest"] += entry.interest_amount
+
+ if last_accrual_date and getdate(entry.posting_date) == last_accrual_date:
+ accrual_map[entry.loan]["penalty"] = entry.penalty_amount
+
+ return accrual_map
+
+def get_penal_interest_rate_map():
+ return frappe._dict(frappe.get_all("Loan Type", fields=["name", "penalty_interest_rate"], as_list=1))
\ No newline at end of file
diff --git a/erpnext/loan_management/report/loan_repayment_and_closure/loan_repayment_and_closure.py b/erpnext/loan_management/report/loan_repayment_and_closure/loan_repayment_and_closure.py
index b63cc8e..c6f6b99 100644
--- a/erpnext/loan_management/report/loan_repayment_and_closure/loan_repayment_and_closure.py
+++ b/erpnext/loan_management/report/loan_repayment_and_closure/loan_repayment_and_closure.py
@@ -103,7 +103,7 @@
loan_repayments = frappe.get_all("Loan Repayment",
filters = query_filters,
- fields=["posting_date", "applicant", "name", "against_loan", "payment_type", "payable_amount",
+ fields=["posting_date", "applicant", "name", "against_loan", "payable_amount",
"pending_principal_amount", "interest_payable", "penalty_amount", "amount_paid"]
)
diff --git a/erpnext/loan_management/report/loan_security_exposure/__init__.py b/erpnext/loan_management/report/loan_security_exposure/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/loan_management/report/loan_security_exposure/__init__.py
diff --git a/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.js b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.js
new file mode 100644
index 0000000..777f296
--- /dev/null
+++ b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.js
@@ -0,0 +1,16 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Loan Security Exposure"] = {
+ "filters": [
+ {
+ "fieldname":"company",
+ "label": __("Company"),
+ "fieldtype": "Link",
+ "options": "Company",
+ "default": frappe.defaults.get_user_default("Company"),
+ "reqd": 1
+ }
+ ]
+};
diff --git a/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.json b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.json
new file mode 100644
index 0000000..d4dca08
--- /dev/null
+++ b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.json
@@ -0,0 +1,29 @@
+{
+ "add_total_row": 0,
+ "columns": [],
+ "creation": "2021-01-16 08:08:01.694583",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "modified": "2021-01-16 08:08:01.694583",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Loan Security Exposure",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Loan Security",
+ "report_name": "Loan Security Exposure",
+ "report_type": "Script Report",
+ "roles": [
+ {
+ "role": "System Manager"
+ },
+ {
+ "role": "Loan Manager"
+ }
+ ]
+}
\ No newline at end of file
diff --git a/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.py b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.py
new file mode 100644
index 0000000..3ef10c0
--- /dev/null
+++ b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.py
@@ -0,0 +1,79 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import erpnext
+from frappe import _
+from frappe.utils import flt
+from six import iteritems
+from erpnext.loan_management.report.applicant_wise_loan_security_exposure.applicant_wise_loan_security_exposure \
+ import get_loan_security_details, get_applicant_wise_total_loan_security_qty
+
+def execute(filters=None):
+ columns = get_columns(filters)
+ data = get_data(filters)
+ return columns, data
+
+def get_columns(filters):
+ columns = [
+ {"label": _("Loan Security"), "fieldname": "loan_security", "fieldtype": "Link", "options": "Loan Security", "width": 160},
+ {"label": _("Loan Security Code"), "fieldname": "loan_security_code", "fieldtype": "Data", "width": 100},
+ {"label": _("Loan Security Name"), "fieldname": "loan_security_name", "fieldtype": "Data", "width": 150},
+ {"label": _("Haircut"), "fieldname": "haircut", "fieldtype": "Percent", "width": 100},
+ {"label": _("Loan Security Type"), "fieldname": "loan_security_type", "fieldtype": "Link", "options": "Loan Security Type", "width": 120},
+ {"label": _("Disabled"), "fieldname": "disabled", "fieldtype": "Check", "width": 80},
+ {"label": _("Total Qty"), "fieldname": "total_qty", "fieldtype": "Float", "width": 100},
+ {"label": _("Latest Price"), "fieldname": "latest_price", "fieldtype": "Currency", "options": "currency", "width": 100},
+ {"label": _("Current Value"), "fieldname": "current_value", "fieldtype": "Currency", "options": "currency", "width": 100},
+ {"label": _("% Of Total Portfolio"), "fieldname": "portfolio_percent", "fieldtype": "Percentage", "width": 100},
+ {"label": _("Pledged Applicant Count"), "fieldname": "pledged_applicant_count", "fieldtype": "Percentage", "width": 100},
+ {"label": _("Currency"), "fieldname": "currency", "fieldtype": "Currency", "options": "Currency", "hidden": 1, "width": 100},
+ ]
+
+ return columns
+
+def get_data(filters):
+ data = []
+ loan_security_details = get_loan_security_details(filters)
+ current_pledges, total_portfolio_value = get_company_wise_loan_security_details(filters, loan_security_details)
+ currency = erpnext.get_company_currency(filters.get('company'))
+
+ for security, value in iteritems(current_pledges):
+ row = {}
+ current_value = flt(value['qty'] * loan_security_details.get(security)['latest_price'])
+ row.update(loan_security_details.get(security))
+ row.update({
+ 'total_qty': value['qty'],
+ 'current_value': current_value,
+ 'portfolio_percent': flt(current_value * 100 / total_portfolio_value, 2),
+ 'pledged_applicant_count': value['applicant_count'],
+ 'currency': currency
+ })
+
+ data.append(row)
+
+ return data
+
+
+def get_company_wise_loan_security_details(filters, loan_security_details):
+ pledge_values, total_value_map, applicant_type_map = get_applicant_wise_total_loan_security_qty(filters,
+ loan_security_details)
+
+ total_portfolio_value = 0
+ security_wise_map = {}
+ for key, qty in iteritems(pledge_values):
+ security_wise_map.setdefault(key[1], {
+ 'qty': 0.0,
+ 'applicant_count': 0.0
+ })
+
+ security_wise_map[key[1]]['qty'] += qty
+ if qty:
+ security_wise_map[key[1]]['applicant_count'] += 1
+
+ total_portfolio_value += flt(qty * loan_security_details.get(key[1])['latest_price'])
+
+ return security_wise_map, total_portfolio_value
+
+
+
diff --git a/erpnext/loan_management/workspace/loan/loan.json b/erpnext/loan_management/workspace/loan_management/loan_management.json
similarity index 97%
rename from erpnext/loan_management/workspace/loan/loan.json
rename to erpnext/loan_management/workspace/loan_management/loan_management.json
index 80d8a80..2e8b5bf 100644
--- a/erpnext/loan_management/workspace/loan/loan.json
+++ b/erpnext/loan_management/workspace/loan_management/loan_management.json
@@ -11,7 +11,7 @@
"icon": "loan",
"idx": 0,
"is_standard": 1,
- "label": "Loan",
+ "label": "Loan Management",
"links": [
{
"hidden": 0,
@@ -219,10 +219,10 @@
"type": "Link"
}
],
- "modified": "2020-12-01 13:38:36.597212",
+ "modified": "2021-01-12 11:27:56.079724",
"modified_by": "Administrator",
"module": "Loan Management",
- "name": "Loan",
+ "name": "Loan Management",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
diff --git a/erpnext/manufacturing/doctype/bom/bom.js b/erpnext/manufacturing/doctype/bom/bom.js
index 42662f6..fbfd801 100644
--- a/erpnext/manufacturing/doctype/bom/bom.js
+++ b/erpnext/manufacturing/doctype/bom/bom.js
@@ -411,7 +411,7 @@
cur_frm.cscript.time_in_mins = cur_frm.cscript.hour_rate;
-cur_frm.cscript.bom_no = function(doc, cdt, cdn) {
+cur_frm.cscript.bom_no = function(doc, cdt, cdn) {
get_bom_material_detail(doc, cdt, cdn, false);
};
@@ -419,17 +419,22 @@
if (doc.is_default) cur_frm.set_value("is_active", 1);
};
-var get_bom_material_detail= function(doc, cdt, cdn, scrap_items) {
+var get_bom_material_detail = function(doc, cdt, cdn, scrap_items) {
+ if (!doc.company) {
+ frappe.throw({message: __("Please select a Company first."), title: __("Mandatory")});
+ }
+
var d = locals[cdt][cdn];
if (d.item_code) {
return frappe.call({
doc: doc,
method: "get_bom_material_detail",
args: {
- 'item_code': d.item_code,
- 'bom_no': d.bom_no != null ? d.bom_no: '',
+ "company": doc.company,
+ "item_code": d.item_code,
+ "bom_no": d.bom_no != null ? d.bom_no: '',
"scrap_items": scrap_items,
- 'qty': d.qty,
+ "qty": d.qty,
"stock_qty": d.stock_qty,
"include_item_in_manufacturing": d.include_item_in_manufacturing,
"uom": d.uom,
@@ -468,7 +473,7 @@
}
if (d.bom_no) {
- frappe.msgprint(__("You can not change rate if BOM mentioned agianst any item"));
+ frappe.msgprint(__("You cannot change the rate if BOM is mentioned against any Item."));
get_bom_material_detail(doc, cdt, cdn, scrap_items);
} else {
erpnext.bom.calculate_rm_cost(doc);
diff --git a/erpnext/manufacturing/doctype/bom/bom.py b/erpnext/manufacturing/doctype/bom/bom.py
index 6363242..03beedb 100644
--- a/erpnext/manufacturing/doctype/bom/bom.py
+++ b/erpnext/manufacturing/doctype/bom/bom.py
@@ -65,6 +65,10 @@
def validate(self):
self.route = frappe.scrub(self.name).replace('_', '-')
+
+ if not self.company:
+ frappe.throw(_("Please select a Company first."), title=_("Mandatory"))
+
self.clear_operations()
self.validate_main_item()
self.validate_currency()
@@ -125,6 +129,7 @@
self.validate_bom_currecny(item)
ret = self.get_bom_material_detail({
+ "company": self.company,
"item_code": item.item_code,
"item_name": item.item_name,
"bom_no": item.bom_no,
@@ -213,6 +218,7 @@
for d in self.get("items"):
rate = self.get_rm_rate({
+ "company": self.company,
"item_code": d.item_code,
"bom_no": d.bom_no,
"qty": d.qty,
@@ -611,10 +617,20 @@
""" Get weighted average of valuation rate from all warehouses """
total_qty, total_value, valuation_rate = 0.0, 0.0, 0.0
- for d in frappe.db.sql("""select actual_qty, stock_value from `tabBin`
- where item_code=%s""", args['item_code'], as_dict=1):
- total_qty += flt(d.actual_qty)
- total_value += flt(d.stock_value)
+ item_bins = frappe.db.sql("""
+ select
+ bin.actual_qty, bin.stock_value
+ from
+ `tabBin` bin, `tabWarehouse` warehouse
+ where
+ bin.item_code=%(item)s
+ and bin.warehouse = warehouse.name
+ and warehouse.company=%(company)s""",
+ {"item": args['item_code'], "company": args['company']}, as_dict=1)
+
+ for d in item_bins:
+ total_qty += flt(d.actual_qty)
+ total_value += flt(d.stock_value)
if total_qty:
valuation_rate = total_value / total_qty
diff --git a/erpnext/manufacturing/doctype/job_card/job_card.py b/erpnext/manufacturing/doctype/job_card/job_card.py
index d15d81e..ec28eb7 100644
--- a/erpnext/manufacturing/doctype/job_card/job_card.py
+++ b/erpnext/manufacturing/doctype/job_card/job_card.py
@@ -17,6 +17,7 @@
class OperationMismatchError(frappe.ValidationError): pass
class OperationSequenceError(frappe.ValidationError): pass
+class JobCardCancelError(frappe.ValidationError): pass
class JobCard(Document):
def validate(self):
@@ -217,33 +218,49 @@
field = "operation_id"
data = self.get_current_operation_data()
if data and len(data) > 0:
- for_quantity = data[0].completed_qty
- time_in_mins = data[0].time_in_mins
+ for_quantity = flt(data[0].completed_qty)
+ time_in_mins = flt(data[0].time_in_mins)
- if self.get(field):
- time_data = frappe.db.sql("""
+ wo = frappe.get_doc('Work Order', self.work_order)
+ if self.operation_id:
+ self.validate_produced_quantity(for_quantity, wo)
+ self.update_work_order_data(for_quantity, time_in_mins, wo)
+
+ def validate_produced_quantity(self, for_quantity, wo):
+ if self.docstatus < 2: return
+
+ if wo.produced_qty > for_quantity:
+ first_part_msg = (_("The {0} {1} is used to calculate the valuation cost for the finished good {2}.")
+ .format(frappe.bold(_("Job Card")), frappe.bold(self.name), frappe.bold(self.production_item)))
+
+ second_part_msg = (_("Kindly cancel the Manufacturing Entries first against the work order {0}.")
+ .format(frappe.bold(get_link_to_form("Work Order", self.work_order))))
+
+ frappe.throw(_("{0} {1}").format(first_part_msg, second_part_msg),
+ JobCardCancelError, title = _("Error"))
+
+ def update_work_order_data(self, for_quantity, time_in_mins, wo):
+ time_data = frappe.db.sql("""
SELECT
min(from_time) as start_time, max(to_time) as end_time
FROM `tabJob Card` jc, `tabJob Card Time Log` jctl
WHERE
jctl.parent = jc.name and jc.work_order = %s
- and jc.{0} = %s and jc.docstatus = 1
- """.format(field), (self.work_order, self.get(field)), as_dict=1)
+ and jc.operation_id = %s and jc.docstatus = 1
+ """, (self.work_order, self.operation_id), as_dict=1)
- wo = frappe.get_doc('Work Order', self.work_order)
+ for data in wo.operations:
+ if data.get("name") == self.operation_id:
+ data.completed_qty = for_quantity
+ data.actual_operation_time = time_in_mins
+ data.actual_start_time = time_data[0].start_time if time_data else None
+ data.actual_end_time = time_data[0].end_time if time_data else None
- for data in wo.operations:
- if data.get("name") == self.get(field):
- data.completed_qty = for_quantity
- data.actual_operation_time = time_in_mins
- data.actual_start_time = time_data[0].start_time if time_data else None
- data.actual_end_time = time_data[0].end_time if time_data else None
-
- wo.flags.ignore_validate_update_after_submit = True
- wo.update_operation_status()
- wo.calculate_operating_cost()
- wo.set_actual_dates()
- wo.save()
+ wo.flags.ignore_validate_update_after_submit = True
+ wo.update_operation_status()
+ wo.calculate_operating_cost()
+ wo.set_actual_dates()
+ wo.save()
def get_current_operation_data(self):
return frappe.get_all('Job Card',
diff --git a/erpnext/manufacturing/doctype/work_order/test_work_order.py b/erpnext/manufacturing/doctype/work_order/test_work_order.py
index 2bf3fbf..a77bd15 100644
--- a/erpnext/manufacturing/doctype/work_order/test_work_order.py
+++ b/erpnext/manufacturing/doctype/work_order/test_work_order.py
@@ -5,8 +5,7 @@
from __future__ import unicode_literals
import unittest
import frappe
-from frappe.utils import flt, time_diff_in_hours, now, add_months, cint, today
-from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory
+from frappe.utils import flt, now, add_months, cint, today, add_to_date
from erpnext.manufacturing.doctype.work_order.work_order import (make_stock_entry,
ItemHasVariantError, stop_unstop, StockOverProductionError, OverProductionError, CapacityError)
from erpnext.stock.doctype.stock_entry import test_stock_entry
@@ -15,10 +14,10 @@
from erpnext.stock.doctype.item.test_item import make_item
from erpnext.manufacturing.doctype.production_plan.test_production_plan import make_bom
from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
+from erpnext.manufacturing.doctype.job_card.job_card import JobCardCancelError
class TestWorkOrder(unittest.TestCase):
def setUp(self):
- set_perpetual_inventory(0)
self.warehouse = '_Test Warehouse 2 - _TC'
self.item = '_Test Item'
@@ -371,21 +370,49 @@
self.assertEqual(ste.total_additional_costs, 1000)
def test_job_card(self):
+ stock_entries = []
data = frappe.get_cached_value('BOM',
{'docstatus': 1, 'with_operations': 1, 'company': '_Test Company'}, ['name', 'item'])
- if data:
- frappe.db.set_value("Manufacturing Settings",
- None, "disable_capacity_planning", 0)
+ bom, bom_item = data
- bom, bom_item = data
+ bom_doc = frappe.get_doc('BOM', bom)
+ work_order = make_wo_order_test_record(item=bom_item, qty=1,
+ bom_no=bom, source_warehouse="_Test Warehouse - _TC")
- bom_doc = frappe.get_doc('BOM', bom)
- work_order = make_wo_order_test_record(item=bom_item, qty=1, bom_no=bom)
- self.assertTrue(work_order.planned_end_date)
+ for row in work_order.required_items:
+ stock_entry_doc = test_stock_entry.make_stock_entry(item_code=row.item_code,
+ target="_Test Warehouse - _TC", qty=row.required_qty, basic_rate=100)
+ stock_entries.append(stock_entry_doc)
- job_cards = frappe.get_all('Job Card', filters = {'work_order': work_order.name})
- self.assertEqual(len(job_cards), len(bom_doc.operations))
+ ste = frappe.get_doc(make_stock_entry(work_order.name, "Material Transfer for Manufacture", 1))
+ ste.submit()
+ stock_entries.append(ste)
+
+ job_cards = frappe.get_all('Job Card', filters = {'work_order': work_order.name})
+ self.assertEqual(len(job_cards), len(bom_doc.operations))
+
+ for i, job_card in enumerate(job_cards):
+ doc = frappe.get_doc("Job Card", job_card)
+ doc.append("time_logs", {
+ "from_time": now(),
+ "hours": i,
+ "to_time": add_to_date(now(), i),
+ "completed_qty": doc.for_quantity
+ })
+ doc.submit()
+
+ ste1 = frappe.get_doc(make_stock_entry(work_order.name, "Manufacture", 1))
+ ste1.submit()
+ stock_entries.append(ste1)
+
+ for job_card in job_cards:
+ doc = frappe.get_doc("Job Card", job_card)
+ self.assertRaises(JobCardCancelError, doc.cancel)
+
+ stock_entries.reverse()
+ for stock_entry in stock_entries:
+ stock_entry.cancel()
def test_capcity_planning(self):
frappe.db.set_value("Manufacturing Settings", None, {
@@ -511,7 +538,6 @@
ste1.submit()
ste_cancel_list.append(ste1)
- print(wo_order.name)
ste3 = frappe.get_doc(make_stock_entry(wo_order.name, "Material Consumption for Manufacture", 2))
self.assertEquals(ste3.fg_completed_qty, 2)
diff --git a/erpnext/manufacturing/doctype/work_order/work_order.py b/erpnext/manufacturing/doctype/work_order/work_order.py
index cc93bf9..ca530bb 100644
--- a/erpnext/manufacturing/doctype/work_order/work_order.py
+++ b/erpnext/manufacturing/doctype/work_order/work_order.py
@@ -456,10 +456,10 @@
if data and len(data):
dates = [d.posting_datetime for d in data]
- self.actual_start_date = min(dates)
+ self.db_set('actual_start_date', min(dates))
if self.status == "Completed":
- self.actual_end_date = max(dates)
+ self.db_set('actual_end_date', max(dates))
self.set_lead_time()
@@ -725,6 +725,7 @@
args.update(item_data)
args["rate"] = get_bom_item_rate({
+ "company": wo_doc.company,
"item_code": args.get("item_code"),
"qty": args.get("required_qty"),
"uom": args.get("stock_uom"),
diff --git a/erpnext/manufacturing/report/bom_stock_report/bom_stock_report.py b/erpnext/manufacturing/report/bom_stock_report/bom_stock_report.py
index 75ebcbc..1c6758e 100644
--- a/erpnext/manufacturing/report/bom_stock_report/bom_stock_report.py
+++ b/erpnext/manufacturing/report/bom_stock_report/bom_stock_report.py
@@ -20,6 +20,7 @@
_("Item") + ":Link/Item:150",
_("Description") + "::300",
_("BOM Qty") + ":Float:160",
+ _("BOM UoM") + "::160",
_("Required Qty") + ":Float:120",
_("In Stock Qty") + ":Float:120",
_("Enough Parts to Build") + ":Float:200",
@@ -32,7 +33,7 @@
bom = filters.get("bom")
table = "`tabBOM Item`"
- qty_field = "qty"
+ qty_field = "stock_qty"
qty_to_produce = filters.get("qty_to_produce", 1)
if int(qty_to_produce) <= 0:
@@ -40,7 +41,6 @@
if filters.get("show_exploded_view"):
table = "`tabBOM Explosion Item`"
- qty_field = "stock_qty"
if filters.get("warehouse"):
warehouse_details = frappe.db.get_value("Warehouse", filters.get("warehouse"), ["lft", "rgt"], as_dict=1)
@@ -59,6 +59,7 @@
bom_item.item_code,
bom_item.description ,
bom_item.{qty_field},
+ bom_item.stock_uom,
bom_item.{qty_field} * {qty_to_produce} / bom.quantity,
sum(ledger.actual_qty) as actual_qty,
sum(FLOOR(ledger.actual_qty / (bom_item.{qty_field} * {qty_to_produce} / bom.quantity)))
diff --git a/erpnext/patches.txt b/erpnext/patches.txt
index a597b49..e5bb9cd 100644
--- a/erpnext/patches.txt
+++ b/erpnext/patches.txt
@@ -711,6 +711,7 @@
execute:frappe.delete_doc_if_exists("DocType", "Bank Reconciliation")
erpnext.patches.v13_0.move_doctype_reports_and_notification_from_hr_to_payroll #22-06-2020
erpnext.patches.v13_0.move_payroll_setting_separately_from_hr_settings #22-06-2020
+execute:frappe.reload_doc("regional", "doctype", "e_invoice_settings")
erpnext.patches.v13_0.check_is_income_tax_component #22-06-2020
erpnext.patches.v13_0.loyalty_points_entry_for_pos_invoice #22-07-2020
erpnext.patches.v12_0.add_taxjar_integration_field
@@ -733,6 +734,7 @@
erpnext.patches.v13_0.print_uom_after_quantity_patch
erpnext.patches.v13_0.set_payment_channel_in_payment_gateway_account
erpnext.patches.v13_0.create_healthcare_custom_fields_in_stock_entry_detail
+erpnext.patches.v12_0.setup_einvoice_fields #2020-12-02
erpnext.patches.v13_0.updates_for_multi_currency_payroll
erpnext.patches.v13_0.update_reason_for_resignation_in_employee
erpnext.patches.v13_0.update_custom_fields_for_shopify
@@ -741,3 +743,7 @@
erpnext.patches.v13_0.create_leave_policy_assignment_based_on_employee_current_leave_policy
erpnext.patches.v13_0.add_po_to_global_search
erpnext.patches.v13_0.update_returned_qty_in_pr_dn
+execute:frappe.rename_doc("Workspace", "Loan", "Loan Management", ignore_if_exists=True, force=True)
+erpnext.patches.v13_0.update_project_template_tasks
+erpnext.patches.v13_0.set_company_in_leave_ledger_entry
+erpnext.patches.v13_0.convert_qi_parameter_to_link_field
diff --git a/erpnext/patches/v12_0/setup_einvoice_fields.py b/erpnext/patches/v12_0/setup_einvoice_fields.py
new file mode 100644
index 0000000..2474bc3
--- /dev/null
+++ b/erpnext/patches/v12_0/setup_einvoice_fields.py
@@ -0,0 +1,56 @@
+from __future__ import unicode_literals
+import frappe
+from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
+from erpnext.regional.india.setup import add_permissions, add_print_formats
+
+def execute():
+ company = frappe.get_all('Company', filters = {'country': 'India'})
+ if not company:
+ return
+
+ frappe.reload_doc("custom", "doctype", "custom_field")
+ frappe.reload_doc("regional", "doctype", "e_invoice_settings")
+ custom_fields = {
+ 'Sales Invoice': [
+ dict(fieldname='irn', label='IRN', fieldtype='Data', read_only=1, insert_after='customer', no_copy=1, print_hide=1,
+ depends_on='eval:in_list(["Registered Regular", "SEZ", "Overseas", "Deemed Export"], doc.gst_category) && doc.irn_cancelled === 0'),
+
+ dict(fieldname='ack_no', label='Ack. No.', fieldtype='Data', read_only=1, hidden=1, insert_after='irn', no_copy=1, print_hide=1),
+
+ dict(fieldname='ack_date', label='Ack. Date', fieldtype='Data', read_only=1, hidden=1, insert_after='ack_no', no_copy=1, print_hide=1),
+
+ dict(fieldname='irn_cancelled', label='IRN Cancelled', fieldtype='Check', no_copy=1, print_hide=1,
+ depends_on='eval:(doc.irn_cancelled === 1)', read_only=1, allow_on_submit=1, insert_after='customer'),
+
+ dict(fieldname='eway_bill_cancelled', label='E-Way Bill Cancelled', fieldtype='Check', no_copy=1, print_hide=1,
+ depends_on='eval:(doc.eway_bill_cancelled === 1)', read_only=1, allow_on_submit=1, insert_after='customer'),
+
+ dict(fieldname='signed_einvoice', fieldtype='Code', options='JSON', hidden=1, no_copy=1, print_hide=1, read_only=1),
+
+ dict(fieldname='signed_qr_code', fieldtype='Code', options='JSON', hidden=1, no_copy=1, print_hide=1, read_only=1),
+
+ dict(fieldname='qrcode_image', label='QRCode', fieldtype='Attach Image', hidden=1, no_copy=1, print_hide=1, read_only=1)
+ ]
+ }
+ create_custom_fields(custom_fields, update=True)
+ add_permissions()
+ add_print_formats()
+
+ einvoice_cond = 'in_list(["Registered Regular", "SEZ", "Overseas", "Deemed Export"], doc.gst_category)'
+ t = {
+ 'mode_of_transport': [{'default': None}],
+ 'distance': [{'mandatory_depends_on': f'eval:{einvoice_cond} && doc.transporter'}],
+ 'gst_vehicle_type': [{'mandatory_depends_on': f'eval:{einvoice_cond} && doc.mode_of_transport == "Road"'}],
+ 'lr_date': [{'mandatory_depends_on': f'eval:{einvoice_cond} && in_list(["Air", "Ship", "Rail"], doc.mode_of_transport)'}],
+ 'lr_no': [{'mandatory_depends_on': f'eval:{einvoice_cond} && in_list(["Air", "Ship", "Rail"], doc.mode_of_transport)'}],
+ 'vehicle_no': [{'mandatory_depends_on': f'eval:{einvoice_cond} && doc.mode_of_transport == "Road"'}],
+ 'ewaybill': [
+ {'read_only_depends_on': 'eval:doc.irn && doc.ewaybill'},
+ {'depends_on': 'eval:((doc.docstatus === 1 || doc.ewaybill) && doc.eway_bill_cancelled === 0)'}
+ ]
+ }
+
+ for field, conditions in t.items():
+ for c in conditions:
+ [(prop, value)] = c.items()
+ frappe.db.set_value('Custom Field', { 'fieldname': field }, prop, value)
diff --git a/erpnext/patches/v13_0/convert_qi_parameter_to_link_field.py b/erpnext/patches/v13_0/convert_qi_parameter_to_link_field.py
new file mode 100644
index 0000000..289b6a7
--- /dev/null
+++ b/erpnext/patches/v13_0/convert_qi_parameter_to_link_field.py
@@ -0,0 +1,23 @@
+from __future__ import unicode_literals
+import frappe
+
+def execute():
+ frappe.reload_doc('stock', 'doctype', 'quality_inspection_parameter')
+
+ # get all distinct parameters from QI readigs table
+ reading_params = frappe.db.get_all("Quality Inspection Reading", fields=["distinct specification"])
+ reading_params = [d.specification for d in reading_params]
+
+ # get all distinct parameters from QI Template as some may be unused in QI
+ template_params = frappe.db.get_all("Item Quality Inspection Parameter", fields=["distinct specification"])
+ template_params = [d.specification for d in template_params]
+
+ params = list(set(reading_params + template_params))
+
+ for parameter in params:
+ if not frappe.db.exists("Quality Inspection Parameter", parameter):
+ frappe.get_doc({
+ "doctype": "Quality Inspection Parameter",
+ "parameter": parameter,
+ "description": parameter
+ }).insert(ignore_permissions=True)
\ No newline at end of file
diff --git a/erpnext/patches/v13_0/set_company_in_leave_ledger_entry.py b/erpnext/patches/v13_0/set_company_in_leave_ledger_entry.py
new file mode 100644
index 0000000..66857c4
--- /dev/null
+++ b/erpnext/patches/v13_0/set_company_in_leave_ledger_entry.py
@@ -0,0 +1,7 @@
+import frappe
+
+def execute():
+ frappe.reload_doc('HR', 'doctype', 'Leave Allocation')
+ frappe.reload_doc('HR', 'doctype', 'Leave Ledger Entry')
+ frappe.db.sql("""update `tabLeave Ledger Entry` as lle set company = (select company from `tabEmployee` where employee = lle.employee)""")
+ frappe.db.sql("""update `tabLeave Allocation` as la set company = (select company from `tabEmployee` where employee = la.employee)""")
\ No newline at end of file
diff --git a/erpnext/patches/v13_0/update_old_loans.py b/erpnext/patches/v13_0/update_old_loans.py
index 561e967..8cf09aa 100644
--- a/erpnext/patches/v13_0/update_old_loans.py
+++ b/erpnext/patches/v13_0/update_old_loans.py
@@ -1,7 +1,7 @@
from __future__ import unicode_literals
import frappe
from frappe import _
-from frappe.utils import nowdate
+from frappe.utils import nowdate, flt
from erpnext.accounts.doctype.account.test_account import create_account
from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual_for_term_loans
from erpnext.loan_management.doctype.loan.loan import make_repayment_entry
@@ -113,15 +113,15 @@
interest_paid = 0
principal_paid = 0
- if total_interest > entry.interest_amount:
- interest_paid = entry.interest_amount
+ if flt(total_interest) > flt(entry.interest_amount):
+ interest_paid = flt(entry.interest_amount)
else:
- interest_paid = total_interest
+ interest_paid = flt(total_interest)
- if total_principal > entry.payable_principal_amount:
- principal_paid = entry.payable_principal_amount
+ if flt(total_principal) > flt(entry.payable_principal_amount):
+ principal_paid = flt(entry.payable_principal_amount)
else:
- principal_paid = total_principal
+ principal_paid = flt(total_principal)
frappe.db.sql(""" UPDATE `tabLoan Interest Accrual`
SET paid_principal_amount = `paid_principal_amount` + %s,
@@ -129,8 +129,8 @@
WHERE name = %s""",
(principal_paid, interest_paid, entry.name))
- total_principal -= principal_paid
- total_interest -= interest_paid
+ total_principal = flt(total_principal) - principal_paid
+ total_interest = flt(total_interest) - interest_paid
def create_loan_type(loan, loan_type_name, penalty_account):
loan_type_doc = frappe.new_doc('Loan Type')
diff --git a/erpnext/patches/v13_0/update_project_template_tasks.py b/erpnext/patches/v13_0/update_project_template_tasks.py
new file mode 100644
index 0000000..5fa0623
--- /dev/null
+++ b/erpnext/patches/v13_0/update_project_template_tasks.py
@@ -0,0 +1,44 @@
+# Copyright (c) 2019, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+
+def execute():
+ frappe.reload_doc("projects", "doctype", "project_template")
+ frappe.reload_doc("projects", "doctype", "project_template_task")
+ frappe.reload_doc("projects", "doctype", "project_template")
+ frappe.reload_doc("projects", "doctype", "task")
+
+ for template_name in frappe.db.sql("""
+ select
+ name
+ from
+ `tabProject Template` """,
+ as_dict=1):
+
+ template = frappe.get_doc("Project Template", template_name.name)
+ replace_tasks = False
+ new_tasks = []
+ for task in template.tasks:
+ if task.subject:
+ replace_tasks = True
+ new_task = frappe.get_doc(dict(
+ doctype = "Task",
+ subject = task.subject,
+ start = task.start,
+ duration = task.duration,
+ task_weight = task.task_weight,
+ description = task.description,
+ is_template = 1
+ )).insert()
+ new_tasks.append(new_task)
+
+ if replace_tasks:
+ template.tasks = []
+ for tsk in new_tasks:
+ template.append("tasks", {
+ "task": tsk.name,
+ "subject": tsk.subject
+ })
+ template.save()
\ No newline at end of file
diff --git a/erpnext/patches/v4_0/map_charge_to_taxes_and_charges.py b/erpnext/patches/v4_0/map_charge_to_taxes_and_charges.py
index ad043dd..97e217a 100644
--- a/erpnext/patches/v4_0/map_charge_to_taxes_and_charges.py
+++ b/erpnext/patches/v4_0/map_charge_to_taxes_and_charges.py
@@ -5,11 +5,11 @@
import frappe
def execute():
- # udpate sales cycle
+ # update sales cycle
for d in ['Sales Invoice', 'Sales Order', 'Quotation', 'Delivery Note']:
frappe.db.sql("""update `tab%s` set taxes_and_charges=charge""" % d)
- # udpate purchase cycle
+ # update purchase cycle
for d in ['Purchase Invoice', 'Purchase Order', 'Supplier Quotation', 'Purchase Receipt']:
frappe.db.sql("""update `tab%s` set taxes_and_charges=purchase_other_charges""" % d)
diff --git a/erpnext/payroll/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.py b/erpnext/payroll/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.py
index 0609d19..311f352 100644
--- a/erpnext/payroll/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.py
+++ b/erpnext/payroll/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.py
@@ -86,19 +86,21 @@
self.assertEqual(declaration.total_exemption_amount, 100000)
-def create_payroll_period():
- if not frappe.db.exists("Payroll Period", "_Test Payroll Period"):
+def create_payroll_period(**args):
+ args = frappe._dict(args)
+ name = args.name or "_Test Payroll Period"
+ if not frappe.db.exists("Payroll Period", name):
from datetime import date
payroll_period = frappe.get_doc(dict(
doctype = 'Payroll Period',
- name = "_Test Payroll Period",
- company = erpnext.get_default_company(),
- start_date = date(date.today().year, 1, 1),
- end_date = date(date.today().year, 12, 31)
+ name = name,
+ company = args.company or erpnext.get_default_company(),
+ start_date = args.start_date or date(date.today().year, 1, 1),
+ end_date = args.end_date or date(date.today().year, 12, 31)
)).insert()
return payroll_period
else:
- return frappe.get_doc("Payroll Period", "_Test Payroll Period")
+ return frappe.get_doc("Payroll Period", name)
def create_exemption_category():
if not frappe.db.exists("Employee Tax Exemption Category", "_Test Category"):
diff --git a/erpnext/payroll/doctype/income_tax_slab/income_tax_slab.py b/erpnext/payroll/doctype/income_tax_slab/income_tax_slab.py
index 253f023..81e3647 100644
--- a/erpnext/payroll/doctype/income_tax_slab/income_tax_slab.py
+++ b/erpnext/payroll/doctype/income_tax_slab/income_tax_slab.py
@@ -3,8 +3,11 @@
# For license information, please see license.txt
from __future__ import unicode_literals
-# import frappe
+#import frappe
+import erpnext
from frappe.model.document import Document
class IncomeTaxSlab(Document):
- pass
+ def validate(self):
+ if self.company:
+ self.currency = erpnext.get_company_currency(self.company)
diff --git a/erpnext/payroll/doctype/payroll_employee_detail/payroll_employee_detail.json b/erpnext/payroll/doctype/payroll_employee_detail/payroll_employee_detail.json
index 8a55224..09c7eb9 100644
--- a/erpnext/payroll/doctype/payroll_employee_detail/payroll_employee_detail.json
+++ b/erpnext/payroll/doctype/payroll_employee_detail/payroll_employee_detail.json
@@ -17,8 +17,7 @@
"fieldtype": "Link",
"in_list_view": 1,
"label": "Employee",
- "options": "Employee",
- "read_only": 1
+ "options": "Employee"
},
{
"fetch_from": "employee.employee_name",
@@ -52,7 +51,7 @@
],
"istable": 1,
"links": [],
- "modified": "2020-09-30 12:40:07.999878",
+ "modified": "2020-12-17 15:43:29.542977",
"modified_by": "Administrator",
"module": "Payroll",
"name": "Payroll Employee Detail",
diff --git a/erpnext/payroll/doctype/payroll_entry/payroll_entry.js b/erpnext/payroll/doctype/payroll_entry/payroll_entry.js
index cb48abb..45f9aa1 100644
--- a/erpnext/payroll/doctype/payroll_entry/payroll_entry.js
+++ b/erpnext/payroll/doctype/payroll_entry/payroll_entry.js
@@ -3,6 +3,8 @@
var in_progress = false;
+frappe.provide("erpnext.accounts.dimensions");
+
frappe.ui.form.on('Payroll Entry', {
onload: function (frm) {
if (!frm.doc.posting_date) {
@@ -10,15 +12,23 @@
}
frm.toggle_reqd(['payroll_frequency'], !frm.doc.salary_slip_based_on_timesheet);
- frm.set_query("department", function() {
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
+ frm.events.department_filters(frm);
+ frm.events.payroll_payable_account_filters(frm);
+ },
+
+ department_filters: function (frm) {
+ frm.set_query("department", function () {
return {
"filters": {
"company": frm.doc.company,
}
};
});
+ },
- frm.set_query("payroll_payable_account", function() {
+ payroll_payable_account_filters: function (frm) {
+ frm.set_query("payroll_payable_account", function () {
return {
filters: {
"company": frm.doc.company,
@@ -29,20 +39,20 @@
});
},
- refresh: function(frm) {
+ refresh: function (frm) {
if (frm.doc.docstatus == 0) {
- if(!frm.is_new()) {
+ if (!frm.is_new()) {
frm.page.clear_primary_action();
frm.add_custom_button(__("Get Employees"),
- function() {
+ function () {
frm.events.get_employee_details(frm);
}
).toggleClass('btn-primary', !(frm.doc.employees || []).length);
}
- if ((frm.doc.employees || []).length) {
+ if ((frm.doc.employees || []).length && !frappe.model.has_workflow(frm.doctype)) {
frm.page.clear_primary_action();
frm.page.set_primary_action(__('Create Salary Slips'), () => {
- frm.save('Submit').then(()=>{
+ frm.save('Submit').then(() => {
frm.page.clear_primary_action();
frm.refresh();
frm.events.refresh(frm);
@@ -61,48 +71,48 @@
doc: frm.doc,
method: 'fill_employee_details',
}).then(r => {
- if (r.docs && r.docs[0].employees){
+ if (r.docs && r.docs[0].employees) {
frm.employees = r.docs[0].employees;
frm.dirty();
frm.save();
frm.refresh();
- if(r.docs[0].validate_attendance){
+ if (r.docs[0].validate_attendance) {
render_employee_attendance(frm, r.message);
}
}
- })
+ });
},
- create_salary_slips: function(frm) {
+ create_salary_slips: function (frm) {
frm.call({
doc: frm.doc,
method: "create_salary_slips",
- callback: function(r) {
+ callback: function () {
frm.refresh();
frm.toolbar.refresh();
}
- })
+ });
},
- add_context_buttons: function(frm) {
- if(frm.doc.salary_slips_submitted || (frm.doc.__onload && frm.doc.__onload.submitted_ss)) {
+ add_context_buttons: function (frm) {
+ if (frm.doc.salary_slips_submitted || (frm.doc.__onload && frm.doc.__onload.submitted_ss)) {
frm.events.add_bank_entry_button(frm);
- } else if(frm.doc.salary_slips_created) {
- frm.add_custom_button(__("Submit Salary Slip"), function() {
+ } else if (frm.doc.salary_slips_created) {
+ frm.add_custom_button(__("Submit Salary Slip"), function () {
submit_salary_slip(frm);
}).addClass("btn-primary");
}
},
- add_bank_entry_button: function(frm) {
+ add_bank_entry_button: function (frm) {
frappe.call({
method: 'erpnext.payroll.doctype.payroll_entry.payroll_entry.payroll_entry_has_bank_entries',
args: {
'name': frm.doc.name
},
- callback: function(r) {
+ callback: function (r) {
if (r.message && !r.message.submitted) {
- frm.add_custom_button("Make Bank Entry", function() {
+ frm.add_custom_button("Make Bank Entry", function () {
make_bank_entry(frm);
}).addClass("btn-primary");
}
@@ -122,31 +132,46 @@
"company": frm.doc.company
}
};
- }),
- frm.set_query("cost_center", function () {
+ });
+ },
+
+ payroll_frequency: function (frm) {
+ frm.trigger("set_start_end_dates").then( ()=> {
+ frm.events.clear_employee_table(frm);
+ frm.events.get_employee_with_salary_slip_and_set_query(frm);
+ });
+ },
+
+ employee_filters: function (frm, emp_list) {
+ frm.set_query('employee', 'employees', () => {
return {
filters: {
- "is_group": 0,
- company: frm.doc.company
- }
- };
- }),
- frm.set_query("project", function () {
- return {
- filters: {
- company: frm.doc.company
+ name: ["not in", emp_list]
}
};
});
},
- payroll_frequency: function (frm) {
- frm.trigger("set_start_end_dates");
- frm.events.clear_employee_table(frm);
+ get_employee_with_salary_slip_and_set_query: function (frm) {
+ frappe.db.get_list('Salary Slip', {
+ filters: {
+ start_date: frm.doc.start_date,
+ end_date: frm.doc.end_date,
+ docstatus: 1,
+ },
+ fields: ['employee']
+ }).then((emp) => {
+ var emp_list = [];
+ emp.forEach((employee_data) => {
+ emp_list.push(Object.values(employee_data)[0]);
+ });
+ frm.events.employee_filters(frm, emp_list);
+ });
},
company: function (frm) {
frm.events.clear_employee_table(frm);
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
},
currency: function (frm) {
@@ -164,17 +189,17 @@
from_currency: frm.doc.currency,
to_currency: company_currency,
},
- callback: function(r) {
+ callback: function (r) {
frm.set_value("exchange_rate", flt(r.message));
frm.set_df_property('exchange_rate', 'hidden', 0);
- frm.set_df_property("exchange_rate", "description", "1 " + frm.doc.currency
- + " = [?] " + company_currency);
+ frm.set_df_property("exchange_rate", "description", "1 " + frm.doc.currency +
+ " = [?] " + company_currency);
}
});
} else {
frm.set_value("exchange_rate", 1.0);
frm.set_df_property('exchange_rate', 'hidden', 1);
- frm.set_df_property("exchange_rate", "description", "" );
+ frm.set_df_property("exchange_rate", "description", "");
}
}
},
@@ -192,9 +217,9 @@
},
start_date: function (frm) {
- if(!in_progress && frm.doc.start_date){
+ if (!in_progress && frm.doc.start_date) {
frm.trigger("set_end_date");
- }else{
+ } else {
// reset flag
in_progress = false;
}
@@ -228,7 +253,7 @@
}
},
- set_end_date: function(frm){
+ set_end_date: function (frm) {
frappe.call({
method: 'erpnext.payroll.doctype.payroll_entry.payroll_entry.get_end_date',
args: {
@@ -243,19 +268,19 @@
});
},
- validate_attendance: function(frm){
- if(frm.doc.validate_attendance && frm.doc.employees){
+ validate_attendance: function (frm) {
+ if (frm.doc.validate_attendance && frm.doc.employees) {
frappe.call({
method: 'validate_employee_attendance',
args: {},
- callback: function(r) {
+ callback: function (r) {
render_employee_attendance(frm, r.message);
},
doc: frm.doc,
freeze: true,
freeze_message: __('Validating Employee Attendance...')
});
- }else{
+ } else {
frm.fields_dict.attendance_detail_html.html("");
}
},
@@ -270,18 +295,20 @@
const submit_salary_slip = function (frm) {
frappe.confirm(__('This will submit Salary Slips and create accrual Journal Entry. Do you want to proceed?'),
- function() {
+ function () {
frappe.call({
method: 'submit_salary_slips',
args: {},
- callback: function() {frm.events.refresh(frm);},
+ callback: function () {
+ frm.events.refresh(frm);
+ },
doc: frm.doc,
freeze: true,
freeze_message: __('Submitting Salary Slips and creating Journal Entry...')
});
},
- function() {
- if(frappe.dom.freeze_count) {
+ function () {
+ if (frappe.dom.freeze_count) {
frappe.dom.unfreeze();
frm.events.refresh(frm);
}
@@ -295,9 +322,11 @@
return frappe.call({
doc: cur_frm.doc,
method: "make_payment_entry",
- callback: function() {
+ callback: function () {
frappe.set_route(
- 'List', 'Journal Entry', {"Journal Entry Account.reference_name": frm.doc.name}
+ 'List', 'Journal Entry', {
+ "Journal Entry Account.reference_name": frm.doc.name
+ }
);
},
freeze: true,
@@ -309,11 +338,19 @@
}
};
-
-let render_employee_attendance = function(frm, data) {
+let render_employee_attendance = function (frm, data) {
frm.fields_dict.attendance_detail_html.html(
frappe.render_template('employees_to_mark_attendance', {
data: data
})
);
-}
+};
+
+frappe.ui.form.on('Payroll Employee Detail', {
+ employee: function(frm) {
+ frm.events.clear_employee_table(frm);
+ if (!frm.doc.payroll_frequency) {
+ frappe.throw(__("Please set a Payroll Frequency"));
+ }
+ }
+});
diff --git a/erpnext/payroll/doctype/payroll_entry/payroll_entry.json b/erpnext/payroll/doctype/payroll_entry/payroll_entry.json
index 7a48dd1..0444134 100644
--- a/erpnext/payroll/doctype/payroll_entry/payroll_entry.json
+++ b/erpnext/payroll/doctype/payroll_entry/payroll_entry.json
@@ -129,8 +129,7 @@
"fieldname": "employees",
"fieldtype": "Table",
"label": "Employee Details",
- "options": "Payroll Employee Detail",
- "read_only": 1
+ "options": "Payroll Employee Detail"
},
{
"fieldname": "section_break_13",
@@ -290,7 +289,7 @@
"icon": "fa fa-cog",
"is_submittable": 1,
"links": [],
- "modified": "2020-10-23 13:00:33.753228",
+ "modified": "2020-12-17 15:13:17.766210",
"modified_by": "Administrator",
"module": "Payroll",
"name": "Payroll Entry",
diff --git a/erpnext/payroll/doctype/payroll_entry/payroll_entry.py b/erpnext/payroll/doctype/payroll_entry/payroll_entry.py
index 8c2d974..6bcd4e0 100644
--- a/erpnext/payroll/doctype/payroll_entry/payroll_entry.py
+++ b/erpnext/payroll/doctype/payroll_entry/payroll_entry.py
@@ -6,7 +6,7 @@
import frappe, erpnext
from frappe.model.document import Document
from dateutil.relativedelta import relativedelta
-from frappe.utils import cint, flt, nowdate, add_days, getdate, fmt_money, add_to_date, DATE_FORMAT, date_diff
+from frappe.utils import cint, flt, add_days, getdate, add_to_date, DATE_FORMAT, date_diff, comma_and
from frappe import _
from erpnext.accounts.utils import get_fiscal_year
from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee
@@ -19,16 +19,29 @@
# check if salary slips were manually submitted
entries = frappe.db.count("Salary Slip", {'payroll_entry': self.name, 'docstatus': 1}, ['name'])
if cint(entries) == len(self.employees):
- self.set_onload("submitted_ss", True)
+ self.set_onload("submitted_ss", True)
+
+ def validate(self):
+ self.number_of_employees = len(self.employees)
def on_submit(self):
self.create_salary_slips()
def before_submit(self):
+ self.validate_employee_details()
if self.validate_attendance:
if self.validate_employee_attendance():
frappe.throw(_("Cannot Submit, Employees left to mark attendance"))
+ def validate_employee_details(self):
+ emp_with_sal_slip = []
+ for employee_details in self.employees:
+ if frappe.db.exists("Salary Slip", {"employee": employee_details.employee, "start_date": self.start_date, "end_date": self.end_date, "docstatus": 1}):
+ emp_with_sal_slip.append(employee_details.employee)
+
+ if len(emp_with_sal_slip):
+ frappe.throw(_("Salary Slip already exists for {0} ").format(comma_and(emp_with_sal_slip)))
+
def on_cancel(self):
frappe.delete_doc("Salary Slip", frappe.db.sql_list("""select name from `tabSalary Slip`
where payroll_entry=%s """, (self.name)))
@@ -71,8 +84,17 @@
and t2.docstatus = 1
%s order by t2.from_date desc
""" % cond, {"sal_struct": tuple(sal_struct), "from_date": self.end_date, "payroll_payable_account": self.payroll_payable_account}, as_dict=True)
+
+ emp_list = self.remove_payrolled_employees(emp_list)
return emp_list
+ def remove_payrolled_employees(self, emp_list):
+ for employee_details in emp_list:
+ if frappe.db.exists("Salary Slip", {"employee": employee_details.employee, "start_date": self.start_date, "end_date": self.end_date, "docstatus": 1}):
+ emp_list.remove(employee_details)
+
+ return emp_list
+
def fill_employee_details(self):
self.set('employees', [])
employees = self.get_emp_list()
@@ -94,7 +116,7 @@
for d in employees:
self.append('employees', d)
- self.number_of_employees = len(employees)
+ self.number_of_employees = len(self.employees)
if self.validate_attendance:
return self.validate_employee_attendance()
@@ -126,8 +148,8 @@
"""
self.check_permission('write')
self.created = 1
- emp_list = [d.employee for d in self.get_emp_list()]
- if emp_list:
+ employees = [emp.employee for emp in self.employees]
+ if employees:
args = frappe._dict({
"salary_slip_based_on_timesheet": self.salary_slip_based_on_timesheet,
"payroll_frequency": self.payroll_frequency,
@@ -141,10 +163,10 @@
"exchange_rate": self.exchange_rate,
"currency": self.currency
})
- if len(emp_list) > 30:
- frappe.enqueue(create_salary_slips_for_employees, timeout=600, employees=emp_list, args=args)
+ if len(employees) > 30:
+ frappe.enqueue(create_salary_slips_for_employees, timeout=600, employees=employees, args=args)
else:
- create_salary_slips_for_employees(emp_list, args, publish_progress=False)
+ create_salary_slips_for_employees(employees, args, publish_progress=False)
# since this method is called via frm.call this doc needs to be updated manually
self.reload()
@@ -542,7 +564,7 @@
title = _("Creating Salary Slips..."))
else:
salary_slip_name = frappe.db.sql(
- '''SELECT
+ '''SELECT
name
FROM `tabSalary Slip`
WHERE company=%s
diff --git a/erpnext/payroll/doctype/payroll_entry/test_payroll_entry.py b/erpnext/payroll/doctype/payroll_entry/test_payroll_entry.py
index 54106c8..e098ec7 100644
--- a/erpnext/payroll/doctype/payroll_entry/test_payroll_entry.py
+++ b/erpnext/payroll/doctype/payroll_entry/test_payroll_entry.py
@@ -22,7 +22,7 @@
frappe.db.sql("delete from `tab%s`" % dt)
make_earning_salary_component(setup=True, company_list=["_Test Company"])
- make_deduction_salary_component(setup=True, company_list=["_Test Company"])
+ make_deduction_salary_component(setup=True, test_tax=False, company_list=["_Test Company"])
frappe.db.set_value("Payroll Settings", None, "email_salary_slip_to_employee", 0)
@@ -107,9 +107,9 @@
frappe.db.get_value("Company", "_Test Company", "default_payroll_payable_account") != "_Test Payroll Payable - _TC":
frappe.db.set_value("Company", "_Test Company", "default_payroll_payable_account",
"_Test Payroll Payable - _TC")
-
- make_salary_structure("_Test Salary Structure 1", "Monthly", employee1, company="_Test Company", currency=frappe.db.get_value("Company", "_Test Company", "default_currency"))
- make_salary_structure("_Test Salary Structure 2", "Monthly", employee2, company="_Test Company", currency=frappe.db.get_value("Company", "_Test Company", "default_currency"))
+ currency=frappe.db.get_value("Company", "_Test Company", "default_currency")
+ make_salary_structure("_Test Salary Structure 1", "Monthly", employee1, company="_Test Company", currency=currency, test_tax=False)
+ make_salary_structure("_Test Salary Structure 2", "Monthly", employee2, company="_Test Company", currency=currency, test_tax=False)
dates = get_start_end_dates('Monthly', nowdate())
if not frappe.db.get_value("Salary Slip", {"start_date": dates.start_date, "end_date": dates.end_date}):
diff --git a/erpnext/payroll/doctype/payroll_period/payroll_period.py b/erpnext/payroll/doctype/payroll_period/payroll_period.py
index 1c8cc53..ef3a6cc 100644
--- a/erpnext/payroll/doctype/payroll_period/payroll_period.py
+++ b/erpnext/payroll/doctype/payroll_period/payroll_period.py
@@ -5,7 +5,7 @@
from __future__ import unicode_literals
import frappe
from frappe import _
-from frappe.utils import date_diff, getdate, formatdate, cint, month_diff, flt
+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
@@ -88,6 +88,8 @@
period_start = joining_date
if relieving_date and getdate(relieving_date) < getdate(period_end):
period_end = relieving_date
+ if month_diff(period_end, start_date) > 1:
+ start_date = add_months(start_date, - (month_diff(period_end, start_date)+1))
total_sub_periods, remaining_sub_periods = 0.0, 0.0
diff --git a/erpnext/payroll/doctype/salary_slip/salary_slip.js b/erpnext/payroll/doctype/salary_slip/salary_slip.js
index f7e22c6..51fb359 100644
--- a/erpnext/payroll/doctype/salary_slip/salary_slip.js
+++ b/erpnext/payroll/doctype/salary_slip/salary_slip.js
@@ -125,15 +125,15 @@
change_form_labels: function(frm, company_currency) {
frm.set_currency_labels(["base_hour_rate", "base_gross_pay", "base_total_deduction",
- "base_net_pay", "base_rounded_total", "base_total_in_words"],
+ "base_net_pay", "base_rounded_total", "base_total_in_words", "base_year_to_date", "base_month_to_date"],
company_currency);
- frm.set_currency_labels(["hour_rate", "gross_pay", "total_deduction", "net_pay", "rounded_total", "total_in_words"],
+ frm.set_currency_labels(["hour_rate", "gross_pay", "total_deduction", "net_pay", "rounded_total", "total_in_words", "year_to_date", "month_to_date"],
frm.doc.currency);
// toggle fields
frm.toggle_display(["exchange_rate", "base_hour_rate", "base_gross_pay", "base_total_deduction",
- "base_net_pay", "base_rounded_total", "base_total_in_words"],
+ "base_net_pay", "base_rounded_total", "base_total_in_words", "base_year_to_date", "base_month_to_date"],
frm.doc.currency != company_currency);
},
@@ -151,7 +151,6 @@
var salary_detail_fields = ["formula", "abbr", "statistical_component", "variable_based_on_taxable_salary"];
frm.fields_dict['earnings'].grid.set_column_disp(salary_detail_fields, false);
frm.fields_dict['deductions'].grid.set_column_disp(salary_detail_fields, false);
- calculate_totals(frm);
frm.trigger("set_dynamic_labels");
},
@@ -214,14 +213,16 @@
});
var calculate_totals = function(frm) {
- if (frm.doc.earnings || frm.doc.deductions) {
- frappe.call({
- method: "set_totals",
- doc: frm.doc,
- callback: function() {
- frm.refresh_fields();
- }
- });
+ if (frm.doc.docstatus === 0) {
+ if (frm.doc.earnings || frm.doc.deductions) {
+ frappe.call({
+ method: "set_totals",
+ doc: frm.doc,
+ callback: function() {
+ frm.refresh_fields();
+ }
+ });
+ }
}
};
diff --git a/erpnext/payroll/doctype/salary_slip/salary_slip.json b/erpnext/payroll/doctype/salary_slip/salary_slip.json
index 386618c..43deee4 100644
--- a/erpnext/payroll/doctype/salary_slip/salary_slip.json
+++ b/erpnext/payroll/doctype/salary_slip/salary_slip.json
@@ -69,9 +69,13 @@
"net_pay_info",
"net_pay",
"base_net_pay",
+ "year_to_date",
+ "base_year_to_date",
"column_break_53",
"rounded_total",
"base_rounded_total",
+ "month_to_date",
+ "base_month_to_date",
"section_break_55",
"total_in_words",
"column_break_69",
@@ -578,13 +582,41 @@
{
"fieldname": "column_break_69",
"fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "year_to_date",
+ "fieldtype": "Currency",
+ "label": "Year To Date",
+ "options": "currency",
+ "read_only": 1
+ },
+ {
+ "fieldname": "month_to_date",
+ "fieldtype": "Currency",
+ "label": "Month To Date",
+ "options": "currency",
+ "read_only": 1
+ },
+ {
+ "fieldname": "base_year_to_date",
+ "fieldtype": "Currency",
+ "label": "Year To Date(Company Currency)",
+ "options": "Company:company:default_currency",
+ "read_only": 1
+ },
+ {
+ "fieldname": "base_month_to_date",
+ "fieldtype": "Currency",
+ "label": "Month To Date(Company Currency)",
+ "options": "Company:company:default_currency",
+ "read_only": 1
}
],
"icon": "fa fa-file-text",
"idx": 9,
"is_submittable": 1,
"links": [],
- "modified": "2020-10-21 23:02:59.400249",
+ "modified": "2020-12-21 23:43:44.959840",
"modified_by": "Administrator",
"module": "Payroll",
"name": "Salary Slip",
diff --git a/erpnext/payroll/doctype/salary_slip/salary_slip.py b/erpnext/payroll/doctype/salary_slip/salary_slip.py
index 20365b1..183ad13 100644
--- a/erpnext/payroll/doctype/salary_slip/salary_slip.py
+++ b/erpnext/payroll/doctype/salary_slip/salary_slip.py
@@ -5,7 +5,7 @@
import frappe, erpnext
import datetime, math
-from frappe.utils import add_days, cint, cstr, flt, getdate, rounded, date_diff, money_in_words, formatdate
+from frappe.utils import add_days, cint, cstr, flt, getdate, rounded, date_diff, money_in_words, formatdate, get_first_day
from frappe.model.naming import make_autoname
from frappe import msgprint, _
@@ -18,6 +18,7 @@
from erpnext.payroll.doctype.employee_benefit_application.employee_benefit_application import get_benefit_component_amount
from erpnext.payroll.doctype.employee_benefit_claim.employee_benefit_claim import get_benefit_claim_amount, get_last_payroll_period_benefits
from erpnext.loan_management.doctype.loan_repayment.loan_repayment import calculate_amounts, create_repayment_entry
+from erpnext.accounts.utils import get_fiscal_year
class SalarySlip(TransactionBase):
def __init__(self, *args, **kwargs):
@@ -49,6 +50,8 @@
self.get_working_days_details(lwp = self.leave_without_pay)
self.calculate_net_pay()
+ self.compute_year_to_date()
+ self.compute_month_to_date()
if frappe.db.get_single_value("Payroll Settings", "max_working_hours_against_timesheet"):
max_working_hours = frappe.db.get_single_value("Payroll Settings", "max_working_hours_against_timesheet")
@@ -140,8 +143,8 @@
self.salary_slip_based_on_timesheet = self._salary_structure_doc.salary_slip_based_on_timesheet or 0
self.set_time_sheet()
self.pull_sal_struct()
- payroll_based_on, consider_unmarked_attendance_as = frappe.db.get_value("Payroll Settings", None, ["payroll_based_on","consider_unmarked_attendance_as"])
- return [payroll_based_on, consider_unmarked_attendance_as]
+ ps = frappe.db.get_value("Payroll Settings", None, ["payroll_based_on","consider_unmarked_attendance_as"], as_dict=1)
+ return [ps.payroll_based_on, ps.consider_unmarked_attendance_as]
def set_time_sheet(self):
if self.salary_slip_based_on_timesheet:
@@ -421,16 +424,19 @@
def calculate_net_pay(self):
if self.salary_structure:
self.calculate_component_amounts("earnings")
- self.gross_pay = self.get_component_totals("earnings")
+ self.gross_pay = self.get_component_totals("earnings", depends_on_payment_days=1)
self.base_gross_pay = flt(flt(self.gross_pay) * flt(self.exchange_rate), self.precision('base_gross_pay'))
if self.salary_structure:
self.calculate_component_amounts("deductions")
- self.total_deduction = self.get_component_totals("deductions")
- self.base_total_deduction = flt(flt(self.total_deduction) * flt(self.exchange_rate), self.precision('base_total_deduction'))
self.set_loan_repayment()
+ self.set_component_amounts_based_on_payment_days()
+ self.set_net_pay()
+ def set_net_pay(self):
+ self.total_deduction = self.get_component_totals("deductions")
+ self.base_total_deduction = flt(flt(self.total_deduction) * flt(self.exchange_rate), self.precision('base_total_deduction'))
self.net_pay = flt(self.gross_pay) - (flt(self.total_deduction) + flt(self.total_loan_repayment))
self.rounded_total = rounded(self.net_pay)
self.base_net_pay = flt(flt(self.net_pay) * flt(self.exchange_rate), self.precision('base_net_pay'))
@@ -452,8 +458,6 @@
else:
self.add_tax_components(payroll_period)
- self.set_component_amounts_based_on_payment_days(component_type)
-
def add_structure_components(self, component_type):
data = self.get_data_for_eval()
for struct_row in self._salary_structure_doc.get(component_type):
@@ -573,7 +577,7 @@
'default_amount': amount if not struct_row.get("is_additional_component") else 0,
'depends_on_payment_days' : struct_row.depends_on_payment_days,
'salary_component' : struct_row.salary_component,
- 'abbr' : struct_row.abbr,
+ 'abbr' : struct_row.abbr or struct_row.get("salary_component_abbr"),
'additional_salary': additional_salary,
'do_not_include_in_total' : struct_row.do_not_include_in_total,
'is_tax_applicable': struct_row.is_tax_applicable,
@@ -810,7 +814,7 @@
cint(row.depends_on_payment_days) and cint(self.total_working_days) and
(not self.salary_slip_based_on_timesheet or
getdate(self.start_date) < joining_date or
- getdate(self.end_date) > relieving_date
+ (relieving_date and getdate(self.end_date) > relieving_date)
)):
additional_amount = flt((flt(row.additional_amount) * flt(self.payment_days)
/ cint(self.total_working_days)), row.precision("additional_amount"))
@@ -943,15 +947,21 @@
struct_row['variable_based_on_taxable_salary'] = component.variable_based_on_taxable_salary
return struct_row
- def get_component_totals(self, component_type):
+ def get_component_totals(self, component_type, depends_on_payment_days=0):
+ joining_date, relieving_date = frappe.get_cached_value("Employee", self.employee,
+ ["date_of_joining", "relieving_date"])
+
total = 0.0
for d in self.get(component_type):
if not d.do_not_include_in_total:
- d.amount = flt(d.amount, d.precision("amount"))
- total += d.amount
+ if depends_on_payment_days:
+ amount = self.get_amount_based_on_payment_days(d, joining_date, relieving_date)[0]
+ else:
+ amount = flt(d.amount, d.precision("amount"))
+ total += amount
return total
- def set_component_amounts_based_on_payment_days(self, component_type):
+ def set_component_amounts_based_on_payment_days(self):
joining_date, relieving_date = frappe.get_cached_value("Employee", self.employee,
["date_of_joining", "relieving_date"])
@@ -961,8 +971,9 @@
if not joining_date:
frappe.throw(_("Please set the Date Of Joining for employee {0}").format(frappe.bold(self.employee_name)))
- for d in self.get(component_type):
- d.amount = self.get_amount_based_on_payment_days(d, joining_date, relieving_date)[0]
+ for component_type in ("earnings", "deductions"):
+ for d in self.get(component_type):
+ d.amount = flt(self.get_amount_based_on_payment_days(d, joining_date, relieving_date)[0], d.precision("amount"))
def set_loan_repayment(self):
self.total_loan_repayment = 0
@@ -1086,17 +1097,17 @@
self.calculate_net_pay()
def set_totals(self):
- self.gross_pay = 0
+ self.gross_pay = 0.0
if self.salary_slip_based_on_timesheet == 1:
self.calculate_total_for_salary_slip_based_on_timesheet()
else:
- self.total_deduction = 0
+ self.total_deduction = 0.0
if self.earnings:
for earning in self.earnings:
- self.gross_pay += flt(earning.amount)
+ self.gross_pay += flt(earning.amount, earning.precision("amount"))
if self.deductions:
for deduction in self.deductions:
- self.total_deduction += flt(deduction.amount)
+ self.total_deduction += flt(deduction.amount, deduction.precision("amount"))
self.net_pay = flt(self.gross_pay) - flt(self.total_deduction) - flt(self.total_loan_repayment)
self.set_base_totals()
@@ -1125,6 +1136,50 @@
self.gross_pay += self.earnings[i].amount
self.net_pay = flt(self.gross_pay) - flt(self.total_deduction)
+ def compute_year_to_date(self):
+ year_to_date = 0
+ payroll_period = get_payroll_period(self.start_date, self.end_date, self.company)
+
+ if payroll_period:
+ period_start_date = payroll_period.start_date
+ period_end_date = payroll_period.end_date
+ else:
+ # get dates based on fiscal year if no payroll period exists
+ fiscal_year = get_fiscal_year(date=self.start_date, company=self.company, as_dict=1)
+ period_start_date = fiscal_year.year_start_date
+ period_end_date = fiscal_year.year_end_date
+
+ salary_slip_sum = frappe.get_list('Salary Slip',
+ fields = ['sum(net_pay) as sum'],
+ filters = {'employee_name' : self.employee_name,
+ 'start_date' : ['>=', period_start_date],
+ 'end_date' : ['<', period_end_date],
+ 'name': ['!=', self.name],
+ 'docstatus': 1
+ })
+
+ year_to_date = flt(salary_slip_sum[0].sum) if salary_slip_sum else 0.0
+
+ year_to_date += self.net_pay
+ self.year_to_date = year_to_date
+
+ def compute_month_to_date(self):
+ month_to_date = 0
+ first_day_of_the_month = get_first_day(self.start_date)
+ salary_slip_sum = frappe.get_list('Salary Slip',
+ fields = ['sum(net_pay) as sum'],
+ filters = {'employee_name' : self.employee_name,
+ 'start_date' : ['>=', first_day_of_the_month],
+ 'end_date' : ['<', self.start_date],
+ 'name': ['!=', self.name],
+ 'docstatus': 1
+ })
+
+ month_to_date = flt(salary_slip_sum[0].sum) if salary_slip_sum else 0.0
+
+ month_to_date += self.net_pay
+ self.month_to_date = month_to_date
+
def unlink_ref_doc_from_salary_slip(ref_no):
linked_ss = frappe.db.sql_list("""select name from `tabSalary Slip`
where journal_entry=%s and docstatus < 2""", (ref_no))
@@ -1135,4 +1190,4 @@
def generate_password_for_pdf(policy_template, employee):
employee = frappe.get_doc("Employee", employee)
- return policy_template.format(**employee.as_dict())
+ return policy_template.format(**employee.as_dict())
\ No newline at end of file
diff --git a/erpnext/payroll/doctype/salary_slip/test_salary_slip.py b/erpnext/payroll/doctype/salary_slip/test_salary_slip.py
index 5daf1d4..4368c03 100644
--- a/erpnext/payroll/doctype/salary_slip/test_salary_slip.py
+++ b/erpnext/payroll/doctype/salary_slip/test_salary_slip.py
@@ -9,7 +9,7 @@
import random
from erpnext.accounts.utils import get_fiscal_year
from frappe.utils.make_random import get_random
-from frappe.utils import getdate, nowdate, add_days, add_months, flt, get_first_day, get_last_day
+from frappe.utils import getdate, nowdate, add_days, add_months, flt, get_first_day, get_last_day, cstr
from erpnext.payroll.doctype.salary_structure.salary_structure import make_salary_slip
from erpnext.payroll.doctype.payroll_entry.payroll_entry import get_month_details
from erpnext.hr.doctype.employee.test_employee import make_employee
@@ -240,7 +240,11 @@
interest_income_account='Interest Income Account - _TC',
penalty_income_account='Penalty Income Account - _TC')
- make_salary_structure("Test Loan Repayment Salary Structure", "Monthly", employee=applicant, currency='INR')
+ payroll_period = create_payroll_period(name="_Test Payroll Period 1", company="_Test Company")
+
+ make_salary_structure("Test Loan Repayment Salary Structure", "Monthly", employee=applicant, currency='INR',
+ payroll_period=payroll_period)
+
frappe.db.sql("""delete from `tabLoan""")
loan = create_loan(applicant, "Car Loan", 11000, "Repay Over Number of Periods", 20, posting_date=add_months(nowdate(), -1))
loan.repay_from_salary = 1
@@ -290,6 +294,33 @@
self.assertEqual(salary_slip.gross_pay, 78000)
self.assertEqual(salary_slip.base_gross_pay, 78000*70)
+ def test_year_to_date_computation(self):
+ from erpnext.payroll.doctype.salary_structure.test_salary_structure import make_salary_structure
+
+ applicant = make_employee("test_ytd@salary.com", company="_Test Company")
+
+ payroll_period = create_payroll_period(name="_Test Payroll Period 1", company="_Test Company")
+
+ create_tax_slab(payroll_period, allow_tax_exemption=True, currency="INR", effective_date=getdate("2019-04-01"),
+ company="_Test Company")
+
+ salary_structure = make_salary_structure("Monthly Salary Structure Test for Salary Slip YTD",
+ "Monthly", employee=applicant, company="_Test Company", currency="INR", payroll_period=payroll_period)
+
+ # clear salary slip for this employee
+ frappe.db.sql("DELETE FROM `tabSalary Slip` where employee_name = 'test_ytd@salary.com'")
+
+ create_salary_slips_for_payroll_period(applicant, salary_structure.name,
+ payroll_period, deduct_random=False)
+
+ salary_slips = frappe.get_all('Salary Slip', fields=['year_to_date', 'net_pay'], filters={'employee_name':
+ 'test_ytd@salary.com'}, order_by = 'posting_date')
+
+ year_to_date = 0
+ for slip in salary_slips:
+ year_to_date += flt(slip.net_pay)
+ self.assertEqual(slip.year_to_date, year_to_date)
+
def test_tax_for_payroll_period(self):
data = {}
# test the impact of tax exemption declaration, tax exemption proof submission
@@ -410,10 +441,7 @@
salary_structure = payroll_frequency + " Salary Structure Test for Salary Slip"
employee = frappe.db.get_value("Employee", {"user_id": user})
- if not frappe.db.exists('Salary Structure', salary_structure):
- salary_structure_doc = make_salary_structure(salary_structure, payroll_frequency, employee)
- else:
- salary_structure_doc = frappe.get_doc('Salary Structure', salary_structure)
+ salary_structure_doc = make_salary_structure(salary_structure, payroll_frequency, employee=employee)
salary_slip_name = frappe.db.get_value("Salary Slip", {"employee": frappe.db.get_value("Employee", {"user_id": user})})
if not salary_slip_name:
@@ -557,14 +585,6 @@
"amount": 200,
"exempted_from_income_tax": 1
- },
- {
- "salary_component": 'TDS',
- "abbr":'T',
- "type": "Deduction",
- "depends_on_payment_days": 0,
- "variable_based_on_taxable_salary": 1,
- "round_to_the_nearest_integer": 1
}
]
if not test_tax:
@@ -575,6 +595,15 @@
"type": "Deduction",
"round_to_the_nearest_integer": 1
})
+ else:
+ data.append({
+ "salary_component": 'TDS',
+ "abbr":'T',
+ "type": "Deduction",
+ "depends_on_payment_days": 0,
+ "variable_based_on_taxable_salary": 1,
+ "round_to_the_nearest_integer": 1
+ })
if setup or test_tax:
make_salary_component(data, test_tax, company_list)
@@ -631,8 +660,13 @@
}).submit()
return claim_date
-def create_tax_slab(payroll_period, effective_date = None, allow_tax_exemption = False, dont_submit = False, currency=erpnext.get_default_currency()):
- frappe.db.sql("""delete from `tabIncome Tax Slab`""")
+def create_tax_slab(payroll_period, effective_date = None, allow_tax_exemption = False, dont_submit = False, currency=None,
+ company=None):
+ if not currency:
+ currency = erpnext.get_default_currency()
+
+ if company:
+ currency = erpnext.get_company_currency(company)
slabs = [
{
@@ -652,26 +686,33 @@
}
]
- income_tax_slab = frappe.new_doc("Income Tax Slab")
- income_tax_slab.name = "Tax Slab: " + payroll_period.name
- income_tax_slab.effective_from = effective_date or add_days(payroll_period.start_date, -2)
- income_tax_slab.currency = currency
+ income_tax_slab_name = frappe.db.get_value("Income Tax Slab", {"currency": currency})
+ if not income_tax_slab_name:
+ income_tax_slab = frappe.new_doc("Income Tax Slab")
+ income_tax_slab.name = "Tax Slab: " + payroll_period.name + " " + cstr(currency)
+ income_tax_slab.effective_from = effective_date or add_days(payroll_period.start_date, -2)
+ income_tax_slab.company = company or ''
+ income_tax_slab.currency = currency
- if allow_tax_exemption:
- income_tax_slab.allow_tax_exemption = 1
- income_tax_slab.standard_tax_exemption_amount = 50000
+ if allow_tax_exemption:
+ income_tax_slab.allow_tax_exemption = 1
+ income_tax_slab.standard_tax_exemption_amount = 50000
- for item in slabs:
- income_tax_slab.append("slabs", item)
+ for item in slabs:
+ income_tax_slab.append("slabs", item)
- income_tax_slab.append("other_taxes_and_charges", {
- "description": "cess",
- "percent": 4
- })
+ income_tax_slab.append("other_taxes_and_charges", {
+ "description": "cess",
+ "percent": 4
+ })
- income_tax_slab.save()
- if not dont_submit:
- income_tax_slab.submit()
+ income_tax_slab.save()
+ if not dont_submit:
+ income_tax_slab.submit()
+
+ return income_tax_slab.name
+ else:
+ return income_tax_slab_name
def create_salary_slips_for_payroll_period(employee, salary_structure, payroll_period, deduct_random=True):
deducted_dates = []
diff --git a/erpnext/payroll/doctype/salary_structure/test_salary_structure.py b/erpnext/payroll/doctype/salary_structure/test_salary_structure.py
index abb6697..f2fb558 100644
--- a/erpnext/payroll/doctype/salary_structure/test_salary_structure.py
+++ b/erpnext/payroll/doctype/salary_structure/test_salary_structure.py
@@ -114,7 +114,7 @@
self.assertEqual(sal_struct.currency, 'USD')
def make_salary_structure(salary_structure, payroll_frequency, employee=None, dont_submit=False, other_details=None,
- test_tax=False, company=None, currency=erpnext.get_default_currency()):
+ test_tax=False, company=None, currency=erpnext.get_default_currency(), payroll_period=None):
if test_tax:
frappe.db.sql("""delete from `tabSalary Structure` where name=%s""",(salary_structure))
@@ -141,16 +141,24 @@
if employee and not frappe.db.get_value("Salary Structure Assignment",
{'employee':employee, 'docstatus': 1}) and salary_structure_doc.docstatus==1:
- create_salary_structure_assignment(employee, salary_structure, company=company, currency=currency)
+ create_salary_structure_assignment(employee, salary_structure, company=company, currency=currency,
+ payroll_period=payroll_period)
return salary_structure_doc
-def create_salary_structure_assignment(employee, salary_structure, from_date=None, company=None, currency=erpnext.get_default_currency()):
+def create_salary_structure_assignment(employee, salary_structure, from_date=None, company=None, currency=erpnext.get_default_currency(),
+ payroll_period=None):
+
if frappe.db.exists("Salary Structure Assignment", {"employee": employee}):
frappe.db.sql("""delete from `tabSalary Structure Assignment` where employee=%s""",(employee))
- payroll_period = create_payroll_period()
- create_tax_slab(payroll_period, allow_tax_exemption=True, currency=currency)
+ if not payroll_period:
+ payroll_period = create_payroll_period()
+
+ income_tax_slab = frappe.db.get_value("Income Tax Slab", {"currency": currency})
+
+ if not income_tax_slab:
+ income_tax_slab = create_tax_slab(payroll_period, allow_tax_exemption=True, currency=currency)
salary_structure_assignment = frappe.new_doc("Salary Structure Assignment")
salary_structure_assignment.employee = employee
@@ -162,7 +170,7 @@
salary_structure_assignment.payroll_payable_account = get_payable_account(company)
salary_structure_assignment.company = company or erpnext.get_default_company()
salary_structure_assignment.save(ignore_permissions=True)
- salary_structure_assignment.income_tax_slab = "Tax Slab: _Test Payroll Period"
+ salary_structure_assignment.income_tax_slab = income_tax_slab
salary_structure_assignment.submit()
return salary_structure_assignment
diff --git a/erpnext/payroll/doctype/salary_structure_assignment/salary_structure_assignment.py b/erpnext/payroll/doctype/salary_structure_assignment/salary_structure_assignment.py
index dccb5df..a0c3013 100644
--- a/erpnext/payroll/doctype/salary_structure_assignment/salary_structure_assignment.py
+++ b/erpnext/payroll/doctype/salary_structure_assignment/salary_structure_assignment.py
@@ -43,7 +43,7 @@
def set_payroll_payable_account(self):
if not self.payroll_payable_account:
- payroll_payable_account = frappe.db.get_value('Company', self.company, 'default_payable_account')
+ payroll_payable_account = frappe.db.get_value('Company', self.company, 'default_payroll_payable_account')
if not payroll_payable_account:
payroll_payable_account = frappe.db.get_value(
"Account", {
diff --git a/erpnext/projects/doctype/project/project.json b/erpnext/projects/doctype/project/project.json
index f3cecd9..3cdfcb2 100644
--- a/erpnext/projects/doctype/project/project.json
+++ b/erpnext/projects/doctype/project/project.json
@@ -2,12 +2,13 @@
"actions": [],
"allow_import": 1,
"allow_rename": 1,
- "autoname": "field:project_name",
+ "autoname": "naming_series:",
"creation": "2013-03-07 11:55:07",
"doctype": "DocType",
"document_type": "Setup",
"engine": "InnoDB",
"field_order": [
+ "naming_series",
"project_name",
"status",
"project_type",
@@ -440,13 +441,24 @@
"fieldtype": "Text",
"label": "Message",
"mandatory_depends_on": "collect_progress"
+ },
+ {
+ "fieldname": "naming_series",
+ "fieldtype": "Select",
+ "label": "Series",
+ "no_copy": 1,
+ "options": "PROJ-.####",
+ "print_hide": 1,
+ "reqd": 1,
+ "set_only_once": 1
}
],
"icon": "fa fa-puzzle-piece",
"idx": 29,
+ "index_web_pages_for_search": 1,
"links": [],
"max_attachments": 4,
- "modified": "2020-04-08 22:11:14.552615",
+ "modified": "2020-09-02 11:54:01.223620",
"modified_by": "Administrator",
"module": "Projects",
"name": "Project",
@@ -488,5 +500,6 @@
"sort_field": "modified",
"sort_order": "DESC",
"timeline_field": "customer",
+ "title_field": "project_name",
"track_seen": 1
}
diff --git a/erpnext/projects/doctype/project/project.py b/erpnext/projects/doctype/project/project.py
index 24d0dc1..8ba0b6c 100644
--- a/erpnext/projects/doctype/project/project.py
+++ b/erpnext/projects/doctype/project/project.py
@@ -13,6 +13,7 @@
from erpnext.hr.doctype.daily_work_summary.daily_work_summary import get_users_email
from erpnext.hr.doctype.holiday_list.holiday_list import is_holiday
from frappe.model.document import Document
+from erpnext.education.doctype.student_attendance.student_attendance import get_holiday_list
class Project(Document):
def get_feed(self):
@@ -54,17 +55,64 @@
self.project_type = template.project_type
# create tasks from template
+ project_tasks = []
+ tmp_task_details = []
for task in template.tasks:
- frappe.get_doc(dict(
- doctype = 'Task',
- subject = task.subject,
- project = self.name,
- status = 'Open',
- exp_start_date = add_days(self.expected_start_date, task.start),
- exp_end_date = add_days(self.expected_start_date, task.start + task.duration),
- description = task.description,
- task_weight = task.task_weight
- )).insert()
+ template_task_details = frappe.get_doc("Task", task.task)
+ tmp_task_details.append(template_task_details)
+ task = self.create_task_from_template(template_task_details)
+ project_tasks.append(task)
+ self.dependency_mapping(tmp_task_details, project_tasks)
+
+ def create_task_from_template(self, task_details):
+ return frappe.get_doc(dict(
+ doctype = 'Task',
+ subject = task_details.subject,
+ project = self.name,
+ status = 'Open',
+ exp_start_date = self.calculate_start_date(task_details),
+ exp_end_date = self.calculate_end_date(task_details),
+ description = task_details.description,
+ task_weight = task_details.task_weight,
+ type = task_details.type,
+ issue = task_details.issue,
+ is_group = task_details.is_group
+ )).insert()
+
+ def calculate_start_date(self, task_details):
+ self.start_date = add_days(self.expected_start_date, task_details.start)
+ self.start_date = update_if_holiday(self.holiday_list, self.start_date)
+ return self.start_date
+
+ def calculate_end_date(self, task_details):
+ self.end_date = add_days(self.start_date, task_details.duration)
+ return update_if_holiday(self.holiday_list, self.end_date)
+
+ def dependency_mapping(self, template_tasks, project_tasks):
+ for template_task in template_tasks:
+ project_task = list(filter(lambda x: x.subject == template_task.subject, project_tasks))[0]
+ project_task = frappe.get_doc("Task", project_task.name)
+ self.check_depends_on_value(template_task, project_task, project_tasks)
+ self.check_for_parent_tasks(template_task, project_task, project_tasks)
+
+ def check_depends_on_value(self, template_task, project_task, project_tasks):
+ if template_task.get("depends_on") and not project_task.get("depends_on"):
+ for child_task in template_task.get("depends_on"):
+ child_task_subject = frappe.db.get_value("Task", child_task.task, "subject")
+ corresponding_project_task = list(filter(lambda x: x.subject == child_task_subject, project_tasks))
+ if len(corresponding_project_task):
+ project_task.append("depends_on",{
+ "task": corresponding_project_task[0].name
+ })
+ project_task.save()
+
+ def check_for_parent_tasks(self, template_task, project_task, project_tasks):
+ if template_task.get("parent_task") and not project_task.get("parent_task"):
+ parent_task_subject = frappe.db.get_value("Task", template_task.get("parent_task"), "subject")
+ corresponding_project_task = list(filter(lambda x: x.subject == parent_task_subject, project_tasks))
+ if len(corresponding_project_task):
+ project_task.parent_task = corresponding_project_task[0].name
+ project_task.save()
def is_row_updated(self, row, existing_task_data, fields):
if self.get("__islocal") or not existing_task_data: return True
@@ -493,3 +541,9 @@
project.status = status
project.save()
+
+def update_if_holiday(holiday_list, date):
+ holiday_list = holiday_list or get_holiday_list()
+ while is_holiday(holiday_list, date):
+ date = add_days(date, 1)
+ return date
diff --git a/erpnext/projects/doctype/project/test_project.py b/erpnext/projects/doctype/project/test_project.py
index 0c4f6f1..d85c826 100644
--- a/erpnext/projects/doctype/project/test_project.py
+++ b/erpnext/projects/doctype/project/test_project.py
@@ -7,60 +7,131 @@
test_records = frappe.get_test_records('Project')
test_ignore = ["Sales Order"]
-from erpnext.projects.doctype.project_template.test_project_template import get_project_template, make_project_template
-from erpnext.projects.doctype.project.project import set_project_status
-
-from frappe.utils import getdate
+from erpnext.projects.doctype.project_template.test_project_template import make_project_template
+from erpnext.projects.doctype.project.project import update_if_holiday
+from erpnext.projects.doctype.task.test_task import create_task
+from frappe.utils import getdate, nowdate, add_days
class TestProject(unittest.TestCase):
- def test_project_with_template(self):
- frappe.db.sql('delete from tabTask where project = "Test Project with Template"')
- frappe.delete_doc('Project', 'Test Project with Template')
+ def test_project_with_template_having_no_parent_and_depend_tasks(self):
+ project_name = "Test Project with Template - No Parent and Dependend Tasks"
+ frappe.db.sql(""" delete from tabTask where project = %s """, project_name)
+ frappe.delete_doc('Project', project_name)
- project = get_project('Test Project with Template')
+ task1 = task_exists("Test Template Task with No Parent and Dependency")
+ if not task1:
+ task1 = create_task(subject="Test Template Task with No Parent and Dependency", is_template=1, begin=5, duration=3)
- tasks = frappe.get_all('Task', '*', dict(project=project.name), order_by='creation asc')
+ template = make_project_template("Test Project Template - No Parent and Dependend Tasks", [task1])
+ project = get_project(project_name, template)
+ tasks = frappe.get_all('Task', ['subject','exp_end_date','depends_on_tasks'], dict(project=project.name), order_by='creation asc')
- task1 = tasks[0]
- self.assertEqual(task1.subject, 'Task 1')
- self.assertEqual(task1.description, 'Task 1 description')
- self.assertEqual(getdate(task1.exp_start_date), getdate('2019-01-01'))
- self.assertEqual(getdate(task1.exp_end_date), getdate('2019-01-04'))
+ self.assertEqual(tasks[0].subject, 'Test Template Task with No Parent and Dependency')
+ self.assertEqual(getdate(tasks[0].exp_end_date), calculate_end_date(project, 5, 3))
+ self.assertEqual(len(tasks), 1)
- self.assertEqual(len(tasks), 4)
- task4 = tasks[3]
- self.assertEqual(task4.subject, 'Task 4')
- self.assertEqual(getdate(task4.exp_end_date), getdate('2019-01-06'))
+ def test_project_template_having_parent_child_tasks(self):
+ project_name = "Test Project with Template - Tasks with Parent-Child Relation"
+ frappe.db.sql(""" delete from tabTask where project = %s """, project_name)
+ frappe.delete_doc('Project', project_name)
-def get_project(name):
- template = get_project_template()
+ task1 = task_exists("Test Template Task Parent")
+ if not task1:
+ task1 = create_task(subject="Test Template Task Parent", is_group=1, is_template=1, begin=1, duration=1)
+
+ task2 = task_exists("Test Template Task Child 1")
+ if not task2:
+ task2 = create_task(subject="Test Template Task Child 1", parent_task=task1.name, is_template=1, begin=1, duration=3)
+
+ task3 = task_exists("Test Template Task Child 2")
+ if not task3:
+ task3 = create_task(subject="Test Template Task Child 2", parent_task=task1.name, is_template=1, begin=2, duration=3)
+
+ template = make_project_template("Test Project Template - Tasks with Parent-Child Relation", [task1, task2, task3])
+ project = get_project(project_name, template)
+ tasks = frappe.get_all('Task', ['subject','exp_end_date','depends_on_tasks', 'name', 'parent_task'], dict(project=project.name), order_by='creation asc')
+
+ self.assertEqual(tasks[0].subject, 'Test Template Task Parent')
+ self.assertEqual(getdate(tasks[0].exp_end_date), calculate_end_date(project, 1, 1))
+
+ self.assertEqual(tasks[1].subject, 'Test Template Task Child 1')
+ self.assertEqual(getdate(tasks[1].exp_end_date), calculate_end_date(project, 1, 3))
+ self.assertEqual(tasks[1].parent_task, tasks[0].name)
+
+ self.assertEqual(tasks[2].subject, 'Test Template Task Child 2')
+ self.assertEqual(getdate(tasks[2].exp_end_date), calculate_end_date(project, 2, 3))
+ self.assertEqual(tasks[2].parent_task, tasks[0].name)
+
+ self.assertEqual(len(tasks), 3)
+
+ def test_project_template_having_dependent_tasks(self):
+ project_name = "Test Project with Template - Dependent Tasks"
+ frappe.db.sql(""" delete from tabTask where project = %s """, project_name)
+ frappe.delete_doc('Project', project_name)
+
+ task1 = task_exists("Test Template Task for Dependency")
+ if not task1:
+ task1 = create_task(subject="Test Template Task for Dependency", is_template=1, begin=3, duration=1)
+
+ task2 = task_exists("Test Template Task with Dependency")
+ if not task2:
+ task2 = create_task(subject="Test Template Task with Dependency", depends_on=task1.name, is_template=1, begin=2, duration=2)
+
+ template = make_project_template("Test Project with Template - Dependent Tasks", [task1, task2])
+ project = get_project(project_name, template)
+ tasks = frappe.get_all('Task', ['subject','exp_end_date','depends_on_tasks', 'name'], dict(project=project.name), order_by='creation asc')
+
+ self.assertEqual(tasks[1].subject, 'Test Template Task with Dependency')
+ self.assertEqual(getdate(tasks[1].exp_end_date), calculate_end_date(project, 2, 2))
+ self.assertTrue(tasks[1].depends_on_tasks.find(tasks[0].name) >= 0 )
+
+ self.assertEqual(tasks[0].subject, 'Test Template Task for Dependency')
+ self.assertEqual(getdate(tasks[0].exp_end_date), calculate_end_date(project, 3, 1) )
+
+ self.assertEqual(len(tasks), 2)
+
+def get_project(name, template):
project = frappe.get_doc(dict(
doctype = 'Project',
project_name = name,
status = 'Open',
project_template = template.name,
- expected_start_date = '2019-01-01'
+ expected_start_date = nowdate()
)).insert()
return project
def make_project(args):
args = frappe._dict(args)
- if args.project_template_name:
- template = make_project_template(args.project_template_name)
- else:
- template = get_project_template()
+
+ if args.project_name and frappe.db.exists("Project", {"project_name": args.project_name}):
+ return frappe.get_doc("Project", {"project_name": args.project_name})
project = frappe.get_doc(dict(
doctype = 'Project',
project_name = args.project_name,
status = 'Open',
- project_template = template.name,
expected_start_date = args.start_date
))
- if not frappe.db.exists("Project", args.project_name):
- project.insert()
+ if args.project_template_name:
+ template = make_project_template(args.project_template_name)
+ project.project_template = template.name
- return project
\ No newline at end of file
+ project.insert()
+
+ return project
+
+def task_exists(subject):
+ result = frappe.db.get_list("Task", filters={"subject": subject},fields=["name"])
+ if not len(result):
+ return False
+ return frappe.get_doc("Task", result[0].name)
+
+def calculate_end_date(project, start, duration):
+ start = add_days(project.expected_start_date, start)
+ start = update_if_holiday(project.holiday_list, start)
+ end = add_days(start, duration)
+ end = update_if_holiday(project.holiday_list, end)
+ return getdate(end)
\ No newline at end of file
diff --git a/erpnext/projects/doctype/project_template/project_template.js b/erpnext/projects/doctype/project_template/project_template.js
index d7a876d..3d3c15c 100644
--- a/erpnext/projects/doctype/project_template/project_template.js
+++ b/erpnext/projects/doctype/project_template/project_template.js
@@ -5,4 +5,23 @@
// refresh: function(frm) {
// }
+ setup: function (frm) {
+ frm.set_query("task", "tasks", function () {
+ return {
+ filters: {
+ "is_template": 1
+ }
+ };
+ });
+ }
+});
+
+frappe.ui.form.on('Project Template Task', {
+ task: function (frm, cdt, cdn) {
+ var row = locals[cdt][cdn];
+ frappe.db.get_value("Task", row.task, "subject", (value) => {
+ row.subject = value.subject;
+ refresh_field("tasks");
+ });
+ }
});
diff --git a/erpnext/projects/doctype/project_template/project_template.py b/erpnext/projects/doctype/project_template/project_template.py
index ac78135..aace402 100644
--- a/erpnext/projects/doctype/project_template/project_template.py
+++ b/erpnext/projects/doctype/project_template/project_template.py
@@ -3,8 +3,28 @@
# For license information, please see license.txt
from __future__ import unicode_literals
-# import frappe
+import frappe
from frappe.model.document import Document
+from frappe import _
+from frappe.utils import get_link_to_form
class ProjectTemplate(Document):
- pass
+
+ def validate(self):
+ self.validate_dependencies()
+
+ def validate_dependencies(self):
+ for task in self.tasks:
+ task_details = frappe.get_doc("Task", task.task)
+ if task_details.depends_on:
+ for dependency_task in task_details.depends_on:
+ if not self.check_dependent_task_presence(dependency_task.task):
+ task_details_format = get_link_to_form("Task",task_details.name)
+ dependency_task_format = get_link_to_form("Task", dependency_task.task)
+ frappe.throw(_("Task {0} depends on Task {1}. Please add Task {1} to the Tasks list.").format(frappe.bold(task_details_format), frappe.bold(dependency_task_format)))
+
+ def check_dependent_task_presence(self, task):
+ for task_details in self.tasks:
+ if task_details.task == task:
+ return True
+ return False
diff --git a/erpnext/projects/doctype/project_template/test_project_template.py b/erpnext/projects/doctype/project_template/test_project_template.py
index 2c5831a..95663cd 100644
--- a/erpnext/projects/doctype/project_template/test_project_template.py
+++ b/erpnext/projects/doctype/project_template/test_project_template.py
@@ -5,44 +5,25 @@
import frappe
import unittest
+from erpnext.projects.doctype.task.test_task import create_task
class TestProjectTemplate(unittest.TestCase):
pass
-def get_project_template():
- if not frappe.db.exists('Project Template', 'Test Project Template'):
- frappe.get_doc(dict(
- doctype = 'Project Template',
- name = 'Test Project Template',
- tasks = [
- dict(subject='Task 1', description='Task 1 description',
- start=0, duration=3),
- dict(subject='Task 2', description='Task 2 description',
- start=0, duration=2),
- dict(subject='Task 3', description='Task 3 description',
- start=2, duration=4),
- dict(subject='Task 4', description='Task 4 description',
- start=3, duration=2),
- ]
- )).insert()
-
- return frappe.get_doc('Project Template', 'Test Project Template')
-
def make_project_template(project_template_name, project_tasks=[]):
if not frappe.db.exists('Project Template', project_template_name):
- frappe.get_doc(dict(
- doctype = 'Project Template',
- name = project_template_name,
- tasks = project_tasks or [
- dict(subject='Task 1', description='Task 1 description',
- start=0, duration=3),
- dict(subject='Task 2', description='Task 2 description',
- start=0, duration=2),
- dict(subject='Task 3', description='Task 3 description',
- start=2, duration=4),
- dict(subject='Task 4', description='Task 4 description',
- start=3, duration=2),
+ project_tasks = project_tasks or [
+ create_task(subject="_Test Template Task 1", is_template=1, begin=0, duration=3),
+ create_task(subject="_Test Template Task 2", is_template=1, begin=0, duration=2),
]
- )).insert()
+ doc = frappe.get_doc(dict(
+ doctype = 'Project Template',
+ name = project_template_name
+ ))
+ for task in project_tasks:
+ doc.append("tasks",{
+ "task": task.name
+ })
+ doc.insert()
return frappe.get_doc('Project Template', project_template_name)
\ No newline at end of file
diff --git a/erpnext/projects/doctype/project_template_task/project_template_task.json b/erpnext/projects/doctype/project_template_task/project_template_task.json
index 8644d89..69530b1 100644
--- a/erpnext/projects/doctype/project_template_task/project_template_task.json
+++ b/erpnext/projects/doctype/project_template_task/project_template_task.json
@@ -1,203 +1,41 @@
{
- "allow_copy": 0,
- "allow_events_in_timeline": 0,
- "allow_guest_to_view": 0,
- "allow_import": 0,
- "allow_rename": 0,
- "beta": 0,
+ "actions": [],
"creation": "2019-02-18 17:24:41.830096",
- "custom": 0,
- "docstatus": 0,
"doctype": "DocType",
- "document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
+ "field_order": [
+ "task",
+ "subject"
+ ],
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
+ "columns": 2,
+ "fieldname": "task",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Task",
+ "options": "Task",
+ "reqd": 1
+ },
+ {
+ "columns": 6,
"fieldname": "subject",
- "fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
+ "fieldtype": "Read Only",
"in_list_view": 1,
- "in_standard_filter": 0,
- "label": "Subject",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "start",
- "fieldtype": "Int",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 0,
- "label": "Begin On (Days)",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "duration",
- "fieldtype": "Int",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 0,
- "label": "Duration (Days)",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "task_weight",
- "fieldtype": "Float",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Task Weight",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "description",
- "fieldtype": "Text Editor",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 0,
- "label": "Description",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
+ "label": "Subject"
}
],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "idx": 0,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
"istable": 1,
- "max_attachments": 0,
- "modified": "2019-02-18 18:30:22.688966",
+ "links": [],
+ "modified": "2021-01-07 15:13:40.995071",
"modified_by": "Administrator",
"module": "Projects",
"name": "Project Template Task",
- "name_case": "",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
- "read_only": 0,
- "read_only_onload": 0,
- "show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
- "track_changes": 1,
- "track_seen": 0,
- "track_views": 0
+ "track_changes": 1
}
\ No newline at end of file
diff --git a/erpnext/projects/doctype/task/task.json b/erpnext/projects/doctype/task/task.json
index 27f1a71..160cc58 100644
--- a/erpnext/projects/doctype/task/task.json
+++ b/erpnext/projects/doctype/task/task.json
@@ -12,6 +12,7 @@
"issue",
"type",
"is_group",
+ "is_template",
"column_break0",
"status",
"priority",
@@ -22,9 +23,11 @@
"sb_timeline",
"exp_start_date",
"expected_time",
+ "start",
"column_break_11",
"exp_end_date",
"progress",
+ "duration",
"is_milestone",
"sb_details",
"description",
@@ -112,7 +115,7 @@
"no_copy": 1,
"oldfieldname": "status",
"oldfieldtype": "Select",
- "options": "Open\nWorking\nPending Review\nOverdue\nCompleted\nCancelled"
+ "options": "Open\nWorking\nPending Review\nOverdue\nTemplate\nCompleted\nCancelled"
},
{
"fieldname": "priority",
@@ -360,6 +363,24 @@
"label": "Completed By",
"no_copy": 1,
"options": "User"
+ },
+ {
+ "default": "0",
+ "fieldname": "is_template",
+ "fieldtype": "Check",
+ "label": "Is Template"
+ },
+ {
+ "depends_on": "is_template",
+ "fieldname": "start",
+ "fieldtype": "Int",
+ "label": "Begin On (Days)"
+ },
+ {
+ "depends_on": "is_template",
+ "fieldname": "duration",
+ "fieldtype": "Int",
+ "label": "Duration (Days)"
}
],
"icon": "fa fa-check",
@@ -367,7 +388,7 @@
"is_tree": 1,
"links": [],
"max_attachments": 5,
- "modified": "2020-07-03 12:36:04.960457",
+ "modified": "2020-12-28 11:32:58.714991",
"modified_by": "Administrator",
"module": "Projects",
"name": "Task",
diff --git a/erpnext/projects/doctype/task/task.py b/erpnext/projects/doctype/task/task.py
index fb84094..a2095c9 100755
--- a/erpnext/projects/doctype/task/task.py
+++ b/erpnext/projects/doctype/task/task.py
@@ -17,291 +17,312 @@
class EndDateCannotBeGreaterThanProjectEndDateError(frappe.ValidationError): pass
class Task(NestedSet):
- nsm_parent_field = 'parent_task'
+ nsm_parent_field = 'parent_task'
- def get_feed(self):
- return '{0}: {1}'.format(_(self.status), self.subject)
+ def get_feed(self):
+ return '{0}: {1}'.format(_(self.status), self.subject)
- def get_customer_details(self):
- cust = frappe.db.sql("select customer_name from `tabCustomer` where name=%s", self.customer)
- if cust:
- ret = {'customer_name': cust and cust[0][0] or ''}
- return ret
+ def get_customer_details(self):
+ cust = frappe.db.sql("select customer_name from `tabCustomer` where name=%s", self.customer)
+ if cust:
+ ret = {'customer_name': cust and cust[0][0] or ''}
+ return ret
- def validate(self):
- self.validate_dates()
- self.validate_parent_project_dates()
- self.validate_progress()
- self.validate_status()
- self.update_depends_on()
+ def validate(self):
+ self.validate_dates()
+ self.validate_parent_project_dates()
+ self.validate_progress()
+ self.validate_status()
+ self.update_depends_on()
+ self.validate_dependencies_for_template_task()
- def validate_dates(self):
- if self.exp_start_date and self.exp_end_date and getdate(self.exp_start_date) > getdate(self.exp_end_date):
- frappe.throw(_("{0} can not be greater than {1}").format(frappe.bold("Expected Start Date"), \
- frappe.bold("Expected End Date")))
+ def validate_dates(self):
+ if self.exp_start_date and self.exp_end_date and getdate(self.exp_start_date) > getdate(self.exp_end_date):
+ frappe.throw(_("{0} can not be greater than {1}").format(frappe.bold("Expected Start Date"), \
+ frappe.bold("Expected End Date")))
- if self.act_start_date and self.act_end_date and getdate(self.act_start_date) > getdate(self.act_end_date):
- frappe.throw(_("{0} can not be greater than {1}").format(frappe.bold("Actual Start Date"), \
- frappe.bold("Actual End Date")))
+ if self.act_start_date and self.act_end_date and getdate(self.act_start_date) > getdate(self.act_end_date):
+ frappe.throw(_("{0} can not be greater than {1}").format(frappe.bold("Actual Start Date"), \
+ frappe.bold("Actual End Date")))
- def validate_parent_project_dates(self):
- if not self.project or frappe.flags.in_test:
- return
+ def validate_parent_project_dates(self):
+ if not self.project or frappe.flags.in_test:
+ return
- expected_end_date = frappe.db.get_value("Project", self.project, "expected_end_date")
+ expected_end_date = frappe.db.get_value("Project", self.project, "expected_end_date")
- if expected_end_date:
- validate_project_dates(getdate(expected_end_date), self, "exp_start_date", "exp_end_date", "Expected")
- validate_project_dates(getdate(expected_end_date), self, "act_start_date", "act_end_date", "Actual")
+ if expected_end_date:
+ validate_project_dates(getdate(expected_end_date), self, "exp_start_date", "exp_end_date", "Expected")
+ validate_project_dates(getdate(expected_end_date), self, "act_start_date", "act_end_date", "Actual")
- def validate_status(self):
- if self.status!=self.get_db_value("status") and self.status == "Completed":
- for d in self.depends_on:
- if frappe.db.get_value("Task", d.task, "status") not in ("Completed", "Cancelled"):
- frappe.throw(_("Cannot complete task {0} as its dependant task {1} are not ccompleted / cancelled.").format(frappe.bold(self.name), frappe.bold(d.task)))
+ def validate_status(self):
+ if self.is_template and self.status != "Template":
+ self.status = "Template"
+ if self.status!=self.get_db_value("status") and self.status == "Completed":
+ for d in self.depends_on:
+ if frappe.db.get_value("Task", d.task, "status") not in ("Completed", "Cancelled"):
+ frappe.throw(_("Cannot complete task {0} as its dependant task {1} are not ccompleted / cancelled.").format(frappe.bold(self.name), frappe.bold(d.task)))
- close_all_assignments(self.doctype, self.name)
+ close_all_assignments(self.doctype, self.name)
- def validate_progress(self):
- if flt(self.progress or 0) > 100:
- frappe.throw(_("Progress % for a task cannot be more than 100."))
+ def validate_progress(self):
+ if flt(self.progress or 0) > 100:
+ frappe.throw(_("Progress % for a task cannot be more than 100."))
- if flt(self.progress) == 100:
- self.status = 'Completed'
+ if flt(self.progress) == 100:
+ self.status = 'Completed'
- if self.status == 'Completed':
- self.progress = 100
+ if self.status == 'Completed':
+ self.progress = 100
- def update_depends_on(self):
- depends_on_tasks = self.depends_on_tasks or ""
- for d in self.depends_on:
- if d.task and not d.task in depends_on_tasks:
- depends_on_tasks += d.task + ","
- self.depends_on_tasks = depends_on_tasks
+ def validate_dependencies_for_template_task(self):
+ if self.is_template:
+ self.validate_parent_template_task()
+ self.validate_depends_on_tasks()
+
+ def validate_parent_template_task(self):
+ if self.parent_task:
+ if not frappe.db.get_value("Task", self.parent_task, "is_template"):
+ parent_task_format = """<a href="#Form/Task/{0}">{0}</a>""".format(self.parent_task)
+ frappe.throw(_("Parent Task {0} is not a Template Task").format(parent_task_format))
+
+ def validate_depends_on_tasks(self):
+ if self.depends_on:
+ for task in self.depends_on:
+ if not frappe.db.get_value("Task", task.task, "is_template"):
+ dependent_task_format = """<a href="#Form/Task/{0}">{0}</a>""".format(task.task)
+ frappe.throw(_("Dependent Task {0} is not a Template Task").format(dependent_task_format))
- def update_nsm_model(self):
- frappe.utils.nestedset.update_nsm(self)
+ def update_depends_on(self):
+ depends_on_tasks = self.depends_on_tasks or ""
+ for d in self.depends_on:
+ if d.task and d.task not in depends_on_tasks:
+ depends_on_tasks += d.task + ","
+ self.depends_on_tasks = depends_on_tasks
- def on_update(self):
- self.update_nsm_model()
- self.check_recursion()
- self.reschedule_dependent_tasks()
- self.update_project()
- self.unassign_todo()
- self.populate_depends_on()
+ def update_nsm_model(self):
+ frappe.utils.nestedset.update_nsm(self)
- def unassign_todo(self):
- if self.status == "Completed":
- close_all_assignments(self.doctype, self.name)
- if self.status == "Cancelled":
- clear(self.doctype, self.name)
+ def on_update(self):
+ self.update_nsm_model()
+ self.check_recursion()
+ self.reschedule_dependent_tasks()
+ self.update_project()
+ self.unassign_todo()
+ self.populate_depends_on()
- def update_total_expense_claim(self):
- self.total_expense_claim = frappe.db.sql("""select sum(total_sanctioned_amount) from `tabExpense Claim`
- where project = %s and task = %s and docstatus=1""",(self.project, self.name))[0][0]
+ def unassign_todo(self):
+ if self.status == "Completed":
+ close_all_assignments(self.doctype, self.name)
+ if self.status == "Cancelled":
+ clear(self.doctype, self.name)
- def update_time_and_costing(self):
- tl = frappe.db.sql("""select min(from_time) as start_date, max(to_time) as end_date,
- sum(billing_amount) as total_billing_amount, sum(costing_amount) as total_costing_amount,
- sum(hours) as time from `tabTimesheet Detail` where task = %s and docstatus=1"""
- ,self.name, as_dict=1)[0]
- if self.status == "Open":
- self.status = "Working"
- self.total_costing_amount= tl.total_costing_amount
- self.total_billing_amount= tl.total_billing_amount
- self.actual_time= tl.time
- self.act_start_date= tl.start_date
- self.act_end_date= tl.end_date
+ def update_total_expense_claim(self):
+ self.total_expense_claim = frappe.db.sql("""select sum(total_sanctioned_amount) from `tabExpense Claim`
+ where project = %s and task = %s and docstatus=1""",(self.project, self.name))[0][0]
- def update_project(self):
- if self.project and not self.flags.from_project:
- frappe.get_cached_doc("Project", self.project).update_project()
+ def update_time_and_costing(self):
+ tl = frappe.db.sql("""select min(from_time) as start_date, max(to_time) as end_date,
+ sum(billing_amount) as total_billing_amount, sum(costing_amount) as total_costing_amount,
+ sum(hours) as time from `tabTimesheet Detail` where task = %s and docstatus=1"""
+ ,self.name, as_dict=1)[0]
+ if self.status == "Open":
+ self.status = "Working"
+ self.total_costing_amount= tl.total_costing_amount
+ self.total_billing_amount= tl.total_billing_amount
+ self.actual_time= tl.time
+ self.act_start_date= tl.start_date
+ self.act_end_date= tl.end_date
- def check_recursion(self):
- if self.flags.ignore_recursion_check: return
- check_list = [['task', 'parent'], ['parent', 'task']]
- for d in check_list:
- task_list, count = [self.name], 0
- while (len(task_list) > count ):
- tasks = frappe.db.sql(" select %s from `tabTask Depends On` where %s = %s " %
- (d[0], d[1], '%s'), cstr(task_list[count]))
- count = count + 1
- for b in tasks:
- if b[0] == self.name:
- frappe.throw(_("Circular Reference Error"), CircularReferenceError)
- if b[0]:
- task_list.append(b[0])
+ def update_project(self):
+ if self.project and not self.flags.from_project:
+ frappe.get_cached_doc("Project", self.project).update_project()
- if count == 15:
- break
+ def check_recursion(self):
+ if self.flags.ignore_recursion_check: return
+ check_list = [['task', 'parent'], ['parent', 'task']]
+ for d in check_list:
+ task_list, count = [self.name], 0
+ while (len(task_list) > count ):
+ tasks = frappe.db.sql(" select %s from `tabTask Depends On` where %s = %s " %
+ (d[0], d[1], '%s'), cstr(task_list[count]))
+ count = count + 1
+ for b in tasks:
+ if b[0] == self.name:
+ frappe.throw(_("Circular Reference Error"), CircularReferenceError)
+ if b[0]:
+ task_list.append(b[0])
- def reschedule_dependent_tasks(self):
- end_date = self.exp_end_date or self.act_end_date
- if end_date:
- for task_name in frappe.db.sql("""
- select name from `tabTask` as parent
- where parent.project = %(project)s
- and parent.name in (
- select parent from `tabTask Depends On` as child
- where child.task = %(task)s and child.project = %(project)s)
- """, {'project': self.project, 'task':self.name }, as_dict=1):
- task = frappe.get_doc("Task", task_name.name)
- if task.exp_start_date and task.exp_end_date and task.exp_start_date < getdate(end_date) and task.status == "Open":
- task_duration = date_diff(task.exp_end_date, task.exp_start_date)
- task.exp_start_date = add_days(end_date, 1)
- task.exp_end_date = add_days(task.exp_start_date, task_duration)
- task.flags.ignore_recursion_check = True
- task.save()
+ if count == 15:
+ break
- def has_webform_permission(self):
- project_user = frappe.db.get_value("Project User", {"parent": self.project, "user":frappe.session.user} , "user")
- if project_user:
- return True
+ def reschedule_dependent_tasks(self):
+ end_date = self.exp_end_date or self.act_end_date
+ if end_date:
+ for task_name in frappe.db.sql("""
+ select name from `tabTask` as parent
+ where parent.project = %(project)s
+ and parent.name in (
+ select parent from `tabTask Depends On` as child
+ where child.task = %(task)s and child.project = %(project)s)
+ """, {'project': self.project, 'task':self.name }, as_dict=1):
+ task = frappe.get_doc("Task", task_name.name)
+ if task.exp_start_date and task.exp_end_date and task.exp_start_date < getdate(end_date) and task.status == "Open":
+ task_duration = date_diff(task.exp_end_date, task.exp_start_date)
+ task.exp_start_date = add_days(end_date, 1)
+ task.exp_end_date = add_days(task.exp_start_date, task_duration)
+ task.flags.ignore_recursion_check = True
+ task.save()
- def populate_depends_on(self):
- if self.parent_task:
- parent = frappe.get_doc('Task', self.parent_task)
- if not self.name in [row.task for row in parent.depends_on]:
- parent.append("depends_on", {
- "doctype": "Task Depends On",
- "task": self.name,
- "subject": self.subject
- })
- parent.save()
+ def has_webform_permission(self):
+ project_user = frappe.db.get_value("Project User", {"parent": self.project, "user":frappe.session.user} , "user")
+ if project_user:
+ return True
- def on_trash(self):
- if check_if_child_exists(self.name):
- throw(_("Child Task exists for this Task. You can not delete this Task."))
+ def populate_depends_on(self):
+ if self.parent_task:
+ parent = frappe.get_doc('Task', self.parent_task)
+ if self.name not in [row.task for row in parent.depends_on]:
+ parent.append("depends_on", {
+ "doctype": "Task Depends On",
+ "task": self.name,
+ "subject": self.subject
+ })
+ parent.save()
- self.update_nsm_model()
+ def on_trash(self):
+ if check_if_child_exists(self.name):
+ throw(_("Child Task exists for this Task. You can not delete this Task."))
- def after_delete(self):
- self.update_project()
+ self.update_nsm_model()
- def update_status(self):
- if self.status not in ('Cancelled', 'Completed') and self.exp_end_date:
- from datetime import datetime
- if self.exp_end_date < datetime.now().date():
- self.db_set('status', 'Overdue', update_modified=False)
- self.update_project()
+ def after_delete(self):
+ self.update_project()
+
+ def update_status(self):
+ if self.status not in ('Cancelled', 'Completed') and self.exp_end_date:
+ from datetime import datetime
+ if self.exp_end_date < datetime.now().date():
+ self.db_set('status', 'Overdue', update_modified=False)
+ self.update_project()
@frappe.whitelist()
def check_if_child_exists(name):
- child_tasks = frappe.get_all("Task", filters={"parent_task": name})
- child_tasks = [get_link_to_form("Task", task.name) for task in child_tasks]
- return child_tasks
+ child_tasks = frappe.get_all("Task", filters={"parent_task": name})
+ child_tasks = [get_link_to_form("Task", task.name) for task in child_tasks]
+ return child_tasks
@frappe.whitelist()
@frappe.validate_and_sanitize_search_inputs
def get_project(doctype, txt, searchfield, start, page_len, filters):
- from erpnext.controllers.queries import get_match_cond
- return frappe.db.sql(""" select name from `tabProject`
- where %(key)s like %(txt)s
- %(mcond)s
- order by name
- limit %(start)s, %(page_len)s""" % {
- 'key': searchfield,
- 'txt': frappe.db.escape('%' + txt + '%'),
- 'mcond':get_match_cond(doctype),
- 'start': start,
- 'page_len': page_len
- })
+ from erpnext.controllers.queries import get_match_cond
+ return frappe.db.sql(""" select name from `tabProject`
+ where %(key)s like %(txt)s
+ %(mcond)s
+ order by name
+ limit %(start)s, %(page_len)s""" % {
+ 'key': searchfield,
+ 'txt': frappe.db.escape('%' + txt + '%'),
+ 'mcond':get_match_cond(doctype),
+ 'start': start,
+ 'page_len': page_len
+ })
@frappe.whitelist()
def set_multiple_status(names, status):
- names = json.loads(names)
- for name in names:
- task = frappe.get_doc("Task", name)
- task.status = status
- task.save()
+ names = json.loads(names)
+ for name in names:
+ task = frappe.get_doc("Task", name)
+ task.status = status
+ task.save()
def set_tasks_as_overdue():
- tasks = frappe.get_all("Task", filters={"status": ["not in", ["Cancelled", "Completed"]]}, fields=["name", "status", "review_date"])
- for task in tasks:
- if task.status == "Pending Review":
- if getdate(task.review_date) > getdate(today()):
- continue
- frappe.get_doc("Task", task.name).update_status()
+ tasks = frappe.get_all("Task", filters={"status": ["not in", ["Cancelled", "Completed"]]}, fields=["name", "status", "review_date"])
+ for task in tasks:
+ if task.status == "Pending Review":
+ if getdate(task.review_date) > getdate(today()):
+ continue
+ frappe.get_doc("Task", task.name).update_status()
@frappe.whitelist()
def make_timesheet(source_name, target_doc=None, ignore_permissions=False):
- def set_missing_values(source, target):
- target.append("time_logs", {
- "hours": source.actual_time,
- "completed": source.status == "Completed",
- "project": source.project,
- "task": source.name
- })
+ def set_missing_values(source, target):
+ target.append("time_logs", {
+ "hours": source.actual_time,
+ "completed": source.status == "Completed",
+ "project": source.project,
+ "task": source.name
+ })
- doclist = get_mapped_doc("Task", source_name, {
- "Task": {
- "doctype": "Timesheet"
- }
- }, target_doc, postprocess=set_missing_values, ignore_permissions=ignore_permissions)
+ doclist = get_mapped_doc("Task", source_name, {
+ "Task": {
+ "doctype": "Timesheet"
+ }
+ }, target_doc, postprocess=set_missing_values, ignore_permissions=ignore_permissions)
- return doclist
+ return doclist
@frappe.whitelist()
def get_children(doctype, parent, task=None, project=None, is_root=False):
- filters = [['docstatus', '<', '2']]
+ filters = [['docstatus', '<', '2']]
- if task:
- filters.append(['parent_task', '=', task])
- elif parent and not is_root:
- # via expand child
- filters.append(['parent_task', '=', parent])
- else:
- filters.append(['ifnull(`parent_task`, "")', '=', ''])
+ if task:
+ filters.append(['parent_task', '=', task])
+ elif parent and not is_root:
+ # via expand child
+ filters.append(['parent_task', '=', parent])
+ else:
+ filters.append(['ifnull(`parent_task`, "")', '=', ''])
- if project:
- filters.append(['project', '=', project])
+ if project:
+ filters.append(['project', '=', project])
- tasks = frappe.get_list(doctype, fields=[
- 'name as value',
- 'subject as title',
- 'is_group as expandable'
- ], filters=filters, order_by='name')
+ tasks = frappe.get_list(doctype, fields=[
+ 'name as value',
+ 'subject as title',
+ 'is_group as expandable'
+ ], filters=filters, order_by='name')
- # return tasks
- return tasks
+ # return tasks
+ return tasks
@frappe.whitelist()
def add_node():
- from frappe.desk.treeview import make_tree_args
- args = frappe.form_dict
- args.update({
- "name_field": "subject"
- })
- args = make_tree_args(**args)
+ from frappe.desk.treeview import make_tree_args
+ args = frappe.form_dict
+ args.update({
+ "name_field": "subject"
+ })
+ args = make_tree_args(**args)
- if args.parent_task == 'All Tasks' or args.parent_task == args.project:
- args.parent_task = None
+ if args.parent_task == 'All Tasks' or args.parent_task == args.project:
+ args.parent_task = None
- frappe.get_doc(args).insert()
+ frappe.get_doc(args).insert()
@frappe.whitelist()
def add_multiple_tasks(data, parent):
- data = json.loads(data)
- new_doc = {'doctype': 'Task', 'parent_task': parent if parent!="All Tasks" else ""}
- new_doc['project'] = frappe.db.get_value('Task', {"name": parent}, 'project') or ""
+ data = json.loads(data)
+ new_doc = {'doctype': 'Task', 'parent_task': parent if parent!="All Tasks" else ""}
+ new_doc['project'] = frappe.db.get_value('Task', {"name": parent}, 'project') or ""
- for d in data:
- if not d.get("subject"): continue
- new_doc['subject'] = d.get("subject")
- new_task = frappe.get_doc(new_doc)
- new_task.insert()
+ for d in data:
+ if not d.get("subject"): continue
+ new_doc['subject'] = d.get("subject")
+ new_task = frappe.get_doc(new_doc)
+ new_task.insert()
def on_doctype_update():
- frappe.db.add_index("Task", ["lft", "rgt"])
+ frappe.db.add_index("Task", ["lft", "rgt"])
def validate_project_dates(project_end_date, task, task_start, task_end, actual_or_expected_date):
- if task.get(task_start) and date_diff(project_end_date, getdate(task.get(task_start))) < 0:
- frappe.throw(_("Task's {0} Start Date cannot be after Project's End Date.").format(actual_or_expected_date))
+ if task.get(task_start) and date_diff(project_end_date, getdate(task.get(task_start))) < 0:
+ frappe.throw(_("Task's {0} Start Date cannot be after Project's End Date.").format(actual_or_expected_date))
- if task.get(task_end) and date_diff(project_end_date, getdate(task.get(task_end))) < 0:
- frappe.throw(_("Task's {0} End Date cannot be after Project's End Date.").format(actual_or_expected_date))
+ if task.get(task_end) and date_diff(project_end_date, getdate(task.get(task_end))) < 0:
+ frappe.throw(_("Task's {0} End Date cannot be after Project's End Date.").format(actual_or_expected_date))
diff --git a/erpnext/projects/doctype/task/task_list.js b/erpnext/projects/doctype/task/task_list.js
index 1b6c5fd..98d2bbc 100644
--- a/erpnext/projects/doctype/task/task_list.js
+++ b/erpnext/projects/doctype/task/task_list.js
@@ -20,7 +20,8 @@
"Pending Review": "orange",
"Working": "orange",
"Completed": "green",
- "Cancelled": "dark grey"
+ "Cancelled": "dark grey",
+ "Template": "blue"
}
return [__(doc.status), colors[doc.status], "status,=," + doc.status];
},
diff --git a/erpnext/projects/doctype/task/test_task.py b/erpnext/projects/doctype/task/test_task.py
index 47a28fd..0fad5e8 100644
--- a/erpnext/projects/doctype/task/test_task.py
+++ b/erpnext/projects/doctype/task/test_task.py
@@ -30,14 +30,16 @@
})
def test_reschedule_dependent_task(self):
+ project = frappe.get_value("Project", {"project_name": "_Test Project"})
+
task1 = create_task("_Test Task 1", nowdate(), add_days(nowdate(), 10))
task2 = create_task("_Test Task 2", add_days(nowdate(), 11), add_days(nowdate(), 15), task1.name)
- task2.get("depends_on")[0].project = "_Test Project"
+ task2.get("depends_on")[0].project = project
task2.save()
task3 = create_task("_Test Task 3", add_days(nowdate(), 11), add_days(nowdate(), 15), task2.name)
- task3.get("depends_on")[0].project = "_Test Project"
+ task3.get("depends_on")[0].project = project
task3.save()
task1.update({
@@ -97,14 +99,19 @@
self.assertEqual(frappe.db.get_value("Task", task.name, "status"), "Overdue")
-def create_task(subject, start=None, end=None, depends_on=None, project=None, save=True):
+def create_task(subject, start=None, end=None, depends_on=None, project=None, parent_task=None, is_group=0, is_template=0, begin=0, duration=0, save=True):
if not frappe.db.exists("Task", subject):
task = frappe.new_doc('Task')
task.status = "Open"
task.subject = subject
task.exp_start_date = start or nowdate()
task.exp_end_date = end or nowdate()
- task.project = project or "_Test Project"
+ task.project = project or None if is_template else frappe.get_value("Project", {"project_name": "_Test Project"})
+ task.is_template = is_template
+ task.start = begin
+ task.duration = duration
+ task.is_group = is_group
+ task.parent_task = parent_task
if save:
task.save()
else:
@@ -116,5 +123,4 @@
})
if save:
task.save()
-
return task
diff --git a/erpnext/projects/doctype/timesheet/test_timesheet.py b/erpnext/projects/doctype/timesheet/test_timesheet.py
index a5ce44d..4cb3804 100644
--- a/erpnext/projects/doctype/timesheet/test_timesheet.py
+++ b/erpnext/projects/doctype/timesheet/test_timesheet.py
@@ -89,10 +89,11 @@
def test_timesheet_billing_based_on_project(self):
emp = make_employee("test_employee_6@salary.com")
+ project = frappe.get_value("Project", {"project_name": "_Test Project"})
- timesheet = make_timesheet(emp, simulate=True, billable=1, project = '_Test Project', company='_Test Company')
+ timesheet = make_timesheet(emp, simulate=True, billable=1, project=project, company='_Test Company')
sales_invoice = create_sales_invoice(do_not_save=True)
- sales_invoice.project = '_Test Project'
+ sales_invoice.project = project
sales_invoice.submit()
ts = frappe.get_doc('Timesheet', timesheet.name)
diff --git a/erpnext/projects/doctype/timesheet/timesheet.js b/erpnext/projects/doctype/timesheet/timesheet.js
index b068245..b123af5 100644
--- a/erpnext/projects/doctype/timesheet/timesheet.js
+++ b/erpnext/projects/doctype/timesheet/timesheet.js
@@ -134,7 +134,7 @@
});
},
- project: function(frm) {
+ parent_project: function(frm) {
set_project_in_timelog(frm);
},
@@ -168,8 +168,8 @@
},
time_logs_add: function(frm, cdt, cdn) {
- if(frm.doc.project) {
- frappe.model.set_value(cdt, cdn, 'project', frm.doc.project);
+ if(frm.doc.parent_project) {
+ frappe.model.set_value(cdt, cdn, 'project', frm.doc.parent_project);
}
var $trigger_again = $('.form-grid').find('.grid-row').find('.btn-open-row');
@@ -308,7 +308,9 @@
};
function set_project_in_timelog(frm) {
- if(frm.doc.project){
- erpnext.utils.copy_value_in_all_rows(frm.doc, frm.doc.doctype, frm.doc.name, "time_logs", "project");
+ if(frm.doc.parent_project) {
+ $.each(frm.doc.time_logs || [], function(i, item) {
+ frappe.model.set_value(item.doctype, item.name, "project", frm.doc.parent_project);
+ });
}
}
\ No newline at end of file
diff --git a/erpnext/projects/doctype/timesheet/timesheet.json b/erpnext/projects/doctype/timesheet/timesheet.json
index 4c2edf4..b286821 100644
--- a/erpnext/projects/doctype/timesheet/timesheet.json
+++ b/erpnext/projects/doctype/timesheet/timesheet.json
@@ -15,7 +15,7 @@
"column_break_3",
"salary_slip",
"status",
- "project",
+ "parent_project",
"employee_detail",
"employee",
"employee_name",
@@ -261,7 +261,7 @@
"read_only": 1
},
{
- "fieldname": "project",
+ "fieldname": "parent_project",
"fieldtype": "Link",
"label": "Project",
"options": "Project"
@@ -271,7 +271,7 @@
"idx": 1,
"is_submittable": 1,
"links": [],
- "modified": "2020-10-29 07:50:35.938231",
+ "modified": "2021-01-08 20:51:14.590080",
"modified_by": "Administrator",
"module": "Projects",
"name": "Timesheet",
diff --git a/erpnext/public/js/controllers/accounts.js b/erpnext/public/js/controllers/accounts.js
index 29f3595..649eb45 100644
--- a/erpnext/public/js/controllers/accounts.js
+++ b/erpnext/public/js/controllers/accounts.js
@@ -31,15 +31,6 @@
}
}
});
-
- frm.set_query("cost_center", "taxes", function(doc) {
- return {
- filters: {
- 'company': doc.company,
- "is_group": 0
- }
- }
- });
}
},
validate: function(frm) {
diff --git a/erpnext/public/js/controllers/transaction.js b/erpnext/public/js/controllers/transaction.js
index 1c84e55..12f178c 100644
--- a/erpnext/public/js/controllers/transaction.js
+++ b/erpnext/public/js/controllers/transaction.js
@@ -1,6 +1,8 @@
// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
// License: GNU General Public License v3. See license.txt
+frappe.provide('erpnext.accounts.dimensions');
+
erpnext.TransactionController = erpnext.taxes_and_totals.extend({
setup: function() {
this._super();
@@ -106,6 +108,8 @@
if(!item.warehouse && frm.doc.set_warehouse) {
item.warehouse = frm.doc.set_warehouse;
}
+
+ erpnext.accounts.dimensions.copy_dimension_from_first_row(frm, cdt, cdn, 'items');
}
});
@@ -159,16 +163,6 @@
};
});
}
- if (this.frm.fields_dict["items"].grid.get_field("cost_center")) {
- this.frm.set_query("cost_center", "items", function(doc) {
- return {
- filters: {
- "company": doc.company,
- "is_group": 0
- }
- };
- });
- }
if (this.frm.fields_dict["items"].grid.get_field("expense_account")) {
this.frm.set_query("expense_account", "items", function(doc) {
@@ -544,6 +538,7 @@
company: me.frm.doc.company,
order_type: me.frm.doc.order_type,
is_pos: cint(me.frm.doc.is_pos),
+ is_return: cint(me.frm.doc.is_return),
is_subcontracted: me.frm.doc.is_subcontracted,
transaction_date: me.frm.doc.transaction_date || me.frm.doc.posting_date,
ignore_pricing_rule: me.frm.doc.ignore_pricing_rule,
diff --git a/erpnext/public/js/help_links.js b/erpnext/public/js/help_links.js
index a436cac..472c537 100644
--- a/erpnext/public/js/help_links.js
+++ b/erpnext/public/js/help_links.js
@@ -234,7 +234,7 @@
//Accounts
-frappe.help.help_links['space/Accounts'] = [
+frappe.help.help_links['accounts'] = [
{ label: 'Introduction to Accounts', url: docsUrl + 'user/manual/en/accounts/' },
{ label: 'Chart of Accounts', url: docsUrl + 'user/manual/en/accounts/chart-of-accounts.html' },
{ label: 'Multi Currency Accounting', url: docsUrl + 'user/manual/en/accounts/multi-currency-accounting' },
diff --git a/erpnext/public/js/queries.js b/erpnext/public/js/queries.js
index 560a561..b635adc 100644
--- a/erpnext/public/js/queries.js
+++ b/erpnext/public/js/queries.js
@@ -115,7 +115,26 @@
["Warehouse", "is_group", "=",0]
]
- }
+ };
+ },
+
+ get_filtered_dimensions: function(doc, child_fields, dimension, company) {
+ let account = '';
+
+ child_fields.forEach((field) => {
+ if (!account) {
+ account = doc[field];
+ }
+ });
+
+ return {
+ query: "erpnext.controllers.queries.get_filtered_dimensions",
+ filters: {
+ 'dimension': dimension,
+ 'account': account,
+ 'company': company
+ }
+ };
}
});
diff --git a/erpnext/public/js/utils.js b/erpnext/public/js/utils.js
index 891bbe5..c39609b 100755
--- a/erpnext/public/js/utils.js
+++ b/erpnext/public/js/utils.js
@@ -194,15 +194,21 @@
add_dimensions: function(report_name, index) {
let filters = frappe.query_reports[report_name].filters;
- erpnext.dimension_filters.forEach((dimension) => {
- let found = filters.some(el => el.fieldname === dimension['fieldname']);
+ frappe.call({
+ method: "erpnext.accounts.doctype.accounting_dimension.accounting_dimension.get_dimensions",
+ callback: function(r) {
+ let accounting_dimensions = r.message[0];
+ accounting_dimensions.forEach((dimension) => {
+ let found = filters.some(el => el.fieldname === dimension['fieldname']);
- if (!found) {
- filters.splice(index, 0 ,{
- "fieldname": dimension["fieldname"],
- "label": __(dimension["label"]),
- "fieldtype": "Link",
- "options": dimension["document_type"]
+ if (!found) {
+ filters.splice(index, 0, {
+ "fieldname": dimension["fieldname"],
+ "label": __(dimension["label"]),
+ "fieldtype": "Link",
+ "options": dimension["document_type"]
+ });
+ }
});
}
});
diff --git a/erpnext/public/js/utils/dimension_tree_filter.js b/erpnext/public/js/utils/dimension_tree_filter.js
index b6720c0..96e1817 100644
--- a/erpnext/public/js/utils/dimension_tree_filter.js
+++ b/erpnext/public/js/utils/dimension_tree_filter.js
@@ -1,54 +1,83 @@
-frappe.provide('frappe.ui.form');
+frappe.provide('erpnext.accounts');
-let default_dimensions = {};
+erpnext.accounts.dimensions = {
+ setup_dimension_filters(frm, doctype) {
+ this.accounting_dimensions = [];
+ this.default_dimensions = {};
+ this.fetch_custom_dimensions(frm, doctype);
+ },
-let doctypes_with_dimensions = ["GL Entry", "Sales Invoice", "Purchase Invoice", "Payment Entry", "Asset",
- "Expense Claim", "Stock Entry", "Budget", "Payroll Entry", "Delivery Note", "Shipping Rule", "Loyalty Program",
- "Fee Schedule", "Fee Structure", "Stock Reconciliation", "Travel Request", "Fees", "POS Profile", "Opening Invoice Creation Tool",
- "Subscription", "Purchase Order", "Journal Entry", "Material Request", "Purchase Receipt", "Landed Cost Item", "Asset"];
+ fetch_custom_dimensions(frm, doctype) {
+ let me = this;
+ frappe.call({
+ method: "erpnext.accounts.doctype.accounting_dimension.accounting_dimension.get_dimensions",
+ args: {
+ 'with_cost_center_and_project': true
+ },
+ callback: function(r) {
+ me.accounting_dimensions = r.message[0];
+ me.default_dimensions = r.message[1];
+ me.setup_filters(frm, doctype);
+ }
+ });
+ },
-let child_docs = ["Sales Invoice Item", "Purchase Invoice Item", "Purchase Order Item", "Journal Entry Account",
- "Material Request Item", "Delivery Note Item", "Purchase Receipt Item", "Stock Entry Detail", "Payment Entry Deduction",
- "Landed Cost Item", "Asset Value Adjustment", "Opening Invoice Creation Tool Item", "Subscription Plan"];
-
-frappe.call({
- method: "erpnext.accounts.doctype.accounting_dimension.accounting_dimension.get_dimension_filters",
- callback: function(r) {
- erpnext.dimension_filters = r.message[0];
- default_dimensions = r.message[1];
- }
-});
-
-doctypes_with_dimensions.forEach((doctype) => {
- frappe.ui.form.on(doctype, {
- onload: function(frm) {
- erpnext.dimension_filters.forEach((dimension) => {
+ setup_filters(frm, doctype) {
+ if (this.accounting_dimensions) {
+ this.accounting_dimensions.forEach((dimension) => {
frappe.model.with_doctype(dimension['document_type'], () => {
- if(frappe.meta.has_field(dimension['document_type'], 'is_group')) {
- frm.set_query(dimension['fieldname'], {
- "is_group": 0
- });
- }
+ let parent_fields = [];
+ frappe.meta.get_docfields(doctype).forEach((df) => {
+ if (df.fieldtype === 'Link' && df.options === 'Account') {
+ parent_fields.push(df.fieldname);
+ } else if (df.fieldtype === 'Table') {
+ this.setup_child_filters(frm, df.options, df.fieldname, dimension['fieldname']);
+ }
+
+ if (frappe.meta.has_field(doctype, dimension['fieldname'])) {
+ this.setup_account_filters(frm, dimension['fieldname'], parent_fields);
+ }
+ });
});
});
- },
+ }
+ },
- company: function(frm) {
- if(frm.doc.company && (Object.keys(default_dimensions || {}).length > 0)
- && default_dimensions[frm.doc.company]) {
- frm.trigger('update_dimension');
- }
- },
+ setup_child_filters(frm, doctype, parentfield, dimension) {
+ let fields = [];
- update_dimension: function(frm) {
- erpnext.dimension_filters.forEach((dimension) => {
- if(frm.is_new()) {
- if(frm.doc.company && Object.keys(default_dimensions || {}).length > 0
- && default_dimensions[frm.doc.company]) {
+ if (frappe.meta.has_field(doctype, dimension)) {
+ frappe.model.with_doctype(doctype, () => {
+ frappe.meta.get_docfields(doctype).forEach((df) => {
+ if (df.fieldtype === 'Link' && df.options === 'Account') {
+ fields.push(df.fieldname);
+ }
+ });
- let default_dimension = default_dimensions[frm.doc.company][dimension['fieldname']];
+ frm.set_query(dimension, parentfield, function(doc, cdt, cdn) {
+ let row = locals[cdt][cdn];
+ return erpnext.queries.get_filtered_dimensions(row, fields, dimension, doc.company);
+ });
+ });
+ }
+ },
- if(default_dimension) {
+ setup_account_filters(frm, dimension, fields) {
+ frm.set_query(dimension, function(doc) {
+ return erpnext.queries.get_filtered_dimensions(doc, fields, dimension, doc.company);
+ });
+ },
+
+ update_dimension(frm, doctype) {
+ if (this.accounting_dimensions) {
+ this.accounting_dimensions.forEach((dimension) => {
+ if (frm.is_new()) {
+ if (frm.doc.company && Object.keys(this.default_dimensions || {}).length > 0
+ && this.default_dimensions[frm.doc.company]) {
+
+ let default_dimension = this.default_dimensions[frm.doc.company][dimension['fieldname']];
+
+ if (default_dimension) {
if (frappe.meta.has_field(doctype, dimension['fieldname'])) {
frm.set_value(dimension['fieldname'], default_dimension);
}
@@ -61,23 +90,14 @@
}
});
}
- });
-});
+ },
-child_docs.forEach((doctype) => {
- frappe.ui.form.on(doctype, {
- items_add: function(frm, cdt, cdn) {
- erpnext.dimension_filters.forEach((dimension) => {
- var row = frappe.get_doc(cdt, cdn);
- frm.script_manager.copy_from_first_row("items", row, [dimension['fieldname']]);
- });
- },
-
- accounts_add: function(frm, cdt, cdn) {
- erpnext.dimension_filters.forEach((dimension) => {
- var row = frappe.get_doc(cdt, cdn);
- frm.script_manager.copy_from_first_row("accounts", row, [dimension['fieldname']]);
+ copy_dimension_from_first_row(frm, cdt, cdn, fieldname) {
+ if (frappe.meta.has_field(frm.doctype, fieldname) && this.accounting_dimensions) {
+ this.accounting_dimensions.forEach((dimension) => {
+ let row = frappe.get_doc(cdt, cdn);
+ frm.script_manager.copy_from_first_row(fieldname, row, [dimension['fieldname']]);
});
}
- });
-});
\ No newline at end of file
+ }
+};
\ No newline at end of file
diff --git a/erpnext/regional/doctype/e_invoice_request_log/__init__.py b/erpnext/regional/doctype/e_invoice_request_log/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_request_log/__init__.py
diff --git a/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.js b/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.js
new file mode 100644
index 0000000..7b7ba96
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.js
@@ -0,0 +1,8 @@
+// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('E Invoice Request Log', {
+ // refresh: function(frm) {
+
+ // }
+});
diff --git a/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.json b/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.json
new file mode 100644
index 0000000..3034370
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.json
@@ -0,0 +1,102 @@
+{
+ "actions": [],
+ "autoname": "EINV-REQ-.#####",
+ "creation": "2020-12-08 12:54:08.175992",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "user",
+ "url",
+ "headers",
+ "response",
+ "column_break_7",
+ "timestamp",
+ "reference_invoice",
+ "data"
+ ],
+ "fields": [
+ {
+ "fieldname": "user",
+ "fieldtype": "Link",
+ "label": "User",
+ "options": "User"
+ },
+ {
+ "fieldname": "reference_invoice",
+ "fieldtype": "Data",
+ "label": "Reference Invoice"
+ },
+ {
+ "fieldname": "headers",
+ "fieldtype": "Code",
+ "label": "Headers",
+ "options": "JSON"
+ },
+ {
+ "fieldname": "data",
+ "fieldtype": "Code",
+ "label": "Data",
+ "options": "JSON"
+ },
+ {
+ "default": "Now",
+ "fieldname": "timestamp",
+ "fieldtype": "Datetime",
+ "label": "Timestamp"
+ },
+ {
+ "fieldname": "response",
+ "fieldtype": "Code",
+ "label": "Response",
+ "options": "JSON"
+ },
+ {
+ "fieldname": "url",
+ "fieldtype": "Data",
+ "label": "URL"
+ },
+ {
+ "fieldname": "column_break_7",
+ "fieldtype": "Column Break"
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2021-01-13 12:06:57.253111",
+ "modified_by": "Administrator",
+ "module": "Regional",
+ "name": "E Invoice Request Log",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "share": 1
+ },
+ {
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts User",
+ "share": 1
+ },
+ {
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts Manager",
+ "share": 1
+ }
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC"
+}
\ No newline at end of file
diff --git a/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.py b/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.py
new file mode 100644
index 0000000..9150bdd
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+# import frappe
+from frappe.model.document import Document
+
+class EInvoiceRequestLog(Document):
+ pass
diff --git a/erpnext/regional/doctype/e_invoice_request_log/test_e_invoice_request_log.py b/erpnext/regional/doctype/e_invoice_request_log/test_e_invoice_request_log.py
new file mode 100644
index 0000000..c84e9a2
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_request_log/test_e_invoice_request_log.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+# import frappe
+import unittest
+
+class TestEInvoiceRequestLog(unittest.TestCase):
+ pass
diff --git a/erpnext/regional/doctype/e_invoice_settings/__init__.py b/erpnext/regional/doctype/e_invoice_settings/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_settings/__init__.py
diff --git a/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.js b/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.js
new file mode 100644
index 0000000..cc2d9f0
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.js
@@ -0,0 +1,11 @@
+// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('E Invoice Settings', {
+ refresh(frm) {
+ const docs_link = 'https://docs.erpnext.com/docs/user/manual/en/regional/india/setup-e-invoicing';
+ frm.dashboard.set_headline(
+ __("Read {0} for more information on E Invoicing features.", [`<a href='${docs_link}'>documentation</a>`])
+ );
+ }
+});
diff --git a/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.json b/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.json
new file mode 100644
index 0000000..db8bda7
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.json
@@ -0,0 +1,65 @@
+{
+ "actions": [],
+ "creation": "2020-09-24 16:23:16.235722",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "enable",
+ "section_break_2",
+ "sandbox_mode",
+ "credentials",
+ "auth_token",
+ "token_expiry"
+ ],
+ "fields": [
+ {
+ "default": "0",
+ "fieldname": "enable",
+ "fieldtype": "Check",
+ "label": "Enable"
+ },
+ {
+ "depends_on": "enable",
+ "fieldname": "section_break_2",
+ "fieldtype": "Section Break"
+ },
+ {
+ "fieldname": "auth_token",
+ "fieldtype": "Data",
+ "hidden": 1,
+ "read_only": 1
+ },
+ {
+ "fieldname": "token_expiry",
+ "fieldtype": "Datetime",
+ "hidden": 1,
+ "read_only": 1
+ },
+ {
+ "fieldname": "credentials",
+ "fieldtype": "Table",
+ "label": "Credentials",
+ "mandatory_depends_on": "enable",
+ "options": "E Invoice User"
+ },
+ {
+ "default": "0",
+ "fieldname": "sandbox_mode",
+ "fieldtype": "Check",
+ "label": "Sandbox Mode"
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "issingle": 1,
+ "links": [],
+ "modified": "2021-01-13 12:04:49.449199",
+ "modified_by": "Administrator",
+ "module": "Regional",
+ "name": "E Invoice Settings",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.py b/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.py
new file mode 100644
index 0000000..c24ad88
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.py
@@ -0,0 +1,14 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+from __future__ import unicode_literals
+
+import frappe
+from frappe import _
+from frappe.model.document import Document
+
+class EInvoiceSettings(Document):
+ def validate(self):
+ if self.enable and not self.credentials:
+ frappe.throw(_('You must add atleast one credentials to be able to use E Invoicing.'))
+
diff --git a/erpnext/regional/doctype/e_invoice_settings/test_e_invoice_settings.py b/erpnext/regional/doctype/e_invoice_settings/test_e_invoice_settings.py
new file mode 100644
index 0000000..a11ce63
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_settings/test_e_invoice_settings.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+# import frappe
+import unittest
+
+class TestEInvoiceSettings(unittest.TestCase):
+ pass
diff --git a/erpnext/regional/doctype/e_invoice_user/__init__.py b/erpnext/regional/doctype/e_invoice_user/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_user/__init__.py
diff --git a/erpnext/regional/doctype/e_invoice_user/e_invoice_user.json b/erpnext/regional/doctype/e_invoice_user/e_invoice_user.json
new file mode 100644
index 0000000..dd9d997
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_user/e_invoice_user.json
@@ -0,0 +1,48 @@
+{
+ "actions": [],
+ "creation": "2020-12-22 15:02:46.229474",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "gstin",
+ "username",
+ "password"
+ ],
+ "fields": [
+ {
+ "fieldname": "gstin",
+ "fieldtype": "Data",
+ "in_list_view": 1,
+ "label": "GSTIN",
+ "reqd": 1
+ },
+ {
+ "fieldname": "username",
+ "fieldtype": "Data",
+ "in_list_view": 1,
+ "label": "Username",
+ "reqd": 1
+ },
+ {
+ "fieldname": "password",
+ "fieldtype": "Password",
+ "in_list_view": 1,
+ "label": "Password",
+ "reqd": 1
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2020-12-22 15:10:53.466205",
+ "modified_by": "Administrator",
+ "module": "Regional",
+ "name": "E Invoice User",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/regional/doctype/e_invoice_user/e_invoice_user.py b/erpnext/regional/doctype/e_invoice_user/e_invoice_user.py
new file mode 100644
index 0000000..056c54f
--- /dev/null
+++ b/erpnext/regional/doctype/e_invoice_user/e_invoice_user.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+# import frappe
+from frappe.model.document import Document
+
+class EInvoiceUser(Document):
+ pass
diff --git a/erpnext/regional/doctype/uae_vat_settings/uae_vat_settings.json b/erpnext/regional/doctype/uae_vat_settings/uae_vat_settings.json
index ce2c1d4..1ff5680 100644
--- a/erpnext/regional/doctype/uae_vat_settings/uae_vat_settings.json
+++ b/erpnext/regional/doctype/uae_vat_settings/uae_vat_settings.json
@@ -29,25 +29,12 @@
],
"index_web_pages_for_search": 1,
"links": [],
- "modified": "2020-09-30 20:08:18.764798",
+ "modified": "2020-12-25 20:20:22.342426",
"modified_by": "Administrator",
"module": "Regional",
"name": "UAE VAT Settings",
"owner": "Administrator",
- "permissions": [
- {
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 1,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "System Manager",
- "share": 1,
- "write": 1
- }
- ],
+ "permissions": [],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
diff --git a/erpnext/regional/germany/accounts_controller.py b/erpnext/regional/germany/accounts_controller.py
index 5b2b31f..7f76493 100644
--- a/erpnext/regional/germany/accounts_controller.py
+++ b/erpnext/regional/germany/accounts_controller.py
@@ -48,9 +48,6 @@
def missing(field_label, regulation):
"""Notify the user that a required field is missing."""
- context = 'Specific for Germany. Example: Remember to set Company Tax ID. It is required by § 14 Abs. 4 Nr. 2 UStG.'
- msgprint(_('Remember to set {field_label}. It is required by {regulation}.', context=context).format(
- field_label=frappe.bold(_(field_label)),
- regulation=regulation
- )
- )
+ translated_msg = _('Remember to set {field_label}. It is required by {regulation}.', context='Specific for Germany. Example: Remember to set Company Tax ID. It is required by § 14 Abs. 4 Nr. 2 UStG.') # noqa: E501
+ formatted_msg = translated_msg.format(field_label=frappe.bold(_(field_label)), regulation=regulation)
+ msgprint(formatted_msg)
diff --git a/erpnext/regional/germany/test_accounts_controller.py b/erpnext/regional/germany/test_accounts_controller.py
new file mode 100644
index 0000000..8bd378c
--- /dev/null
+++ b/erpnext/regional/germany/test_accounts_controller.py
@@ -0,0 +1,12 @@
+import frappe
+import unittest
+from erpnext.regional.germany.accounts_controller import validate_regional
+
+
+class TestAccountsController(unittest.TestCase):
+
+ def setUp(self):
+ self.sales_invoice = frappe.get_last_doc('Sales Invoice')
+
+ def test_validate_regional(self):
+ validate_regional(self.sales_invoice)
diff --git a/erpnext/regional/india/e_invoice/__init__.py b/erpnext/regional/india/e_invoice/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/regional/india/e_invoice/__init__.py
diff --git a/erpnext/regional/india/e_invoice/einv_item_template.json b/erpnext/regional/india/e_invoice/einv_item_template.json
new file mode 100644
index 0000000..78e5651
--- /dev/null
+++ b/erpnext/regional/india/e_invoice/einv_item_template.json
@@ -0,0 +1,31 @@
+{{
+ "SlNo": "{item.sr_no}",
+ "PrdDesc": "{item.description}",
+ "IsServc": "{item.is_service_item}",
+ "HsnCd": "{item.gst_hsn_code}",
+ "Barcde": "{item.barcode}",
+ "Unit": "{item.uom}",
+ "Qty": "{item.qty}",
+ "FreeQty": "{item.free_qty}",
+ "UnitPrice": "{item.unit_rate}",
+ "TotAmt": "{item.gross_amount}",
+ "Discount": "{item.discount_amount}",
+ "AssAmt": "{item.taxable_value}",
+ "PrdSlNo": "{item.serial_no}",
+ "GstRt": "{item.tax_rate}",
+ "IgstAmt": "{item.igst_amount}",
+ "CgstAmt": "{item.cgst_amount}",
+ "SgstAmt": "{item.sgst_amount}",
+ "CesRt": "{item.cess_rate}",
+ "CesAmt": "{item.cess_amount}",
+ "CesNonAdvlAmt": "{item.cess_nadv_amount}",
+ "StateCesRt": "{item.state_cess_rate}",
+ "StateCesAmt": "{item.state_cess_amount}",
+ "StateCesNonAdvlAmt": "{item.state_cess_nadv_amount}",
+ "OthChrg": "{item.other_charges}",
+ "TotItemVal": "{item.total_value}",
+ "BchDtls": {{
+ "Nm": "{item.batch_no}",
+ "ExpDt": "{item.batch_expiry_date}"
+ }}
+}}
\ No newline at end of file
diff --git a/erpnext/regional/india/e_invoice/einv_template.json b/erpnext/regional/india/e_invoice/einv_template.json
new file mode 100644
index 0000000..60f490d
--- /dev/null
+++ b/erpnext/regional/india/e_invoice/einv_template.json
@@ -0,0 +1,110 @@
+{{
+ "Version": "1.1",
+ "TranDtls": {{
+ "TaxSch": "{transaction_details.tax_scheme}",
+ "SupTyp": "{transaction_details.supply_type}",
+ "RegRev": "{transaction_details.reverse_charge}",
+ "EcmGstin": "{transaction_details.ecom_gstin}",
+ "IgstOnIntra": "{transaction_details.igst_on_intra}"
+ }},
+ "DocDtls": {{
+ "Typ": "{doc_details.invoice_type}",
+ "No": "{doc_details.invoice_name}",
+ "Dt": "{doc_details.invoice_date}"
+ }},
+ "SellerDtls": {{
+ "Gstin": "{seller_details.gstin}",
+ "LglNm": "{seller_details.legal_name}",
+ "TrdNm": "{seller_details.trade_name}",
+ "Loc": "{seller_details.location}",
+ "Pin": "{seller_details.pincode}",
+ "Stcd": "{seller_details.state_code}",
+ "Addr1": "{seller_details.address_line1}",
+ "Addr2": "{seller_details.address_line2}",
+ "Ph": "{seller_details.phone}",
+ "Em": "{seller_details.email}"
+ }},
+ "BuyerDtls": {{
+ "Gstin": "{buyer_details.gstin}",
+ "LglNm": "{buyer_details.legal_name}",
+ "TrdNm": "{buyer_details.trade_name}",
+ "Addr1": "{buyer_details.address_line1}",
+ "Addr2": "{buyer_details.address_line2}",
+ "Loc": "{buyer_details.location}",
+ "Pin": "{buyer_details.pincode}",
+ "Stcd": "{buyer_details.state_code}",
+ "Ph": "{buyer_details.phone}",
+ "Em": "{buyer_details.email}",
+ "Pos": "{buyer_details.place_of_supply}"
+ }},
+ "DispDtls": {{
+ "Nm": "{dispatch_details.company_name}",
+ "Addr1": "{dispatch_details.address_line1}",
+ "Addr2": "{dispatch_details.address_line2}",
+ "Loc": "{dispatch_details.location}",
+ "Pin": "{dispatch_details.pincode}",
+ "Stcd": "{dispatch_details.state_code}"
+ }},
+ "ShipDtls": {{
+ "Gstin": "{shipping_details.gstin}",
+ "LglNm": "{shipping_details.legal_name}",
+ "TrdNm": "{shipping_details.trader_name}",
+ "Addr1": "{shipping_details.address_line1}",
+ "Addr2": "{shipping_details.address_line2}",
+ "Loc": "{shipping_details.location}",
+ "Pin": "{shipping_details.pincode}",
+ "Stcd": "{shipping_details.state_code}"
+ }},
+ "ItemList": [
+ {item_list}
+ ],
+ "ValDtls": {{
+ "AssVal": "{invoice_value_details.base_total}",
+ "CgstVal": "{invoice_value_details.total_cgst_amt}",
+ "SgstVal": "{invoice_value_details.total_sgst_amt}",
+ "IgstVal": "{invoice_value_details.total_igst_amt}",
+ "CesVal": "{invoice_value_details.total_cess_amt}",
+ "Discount": "{invoice_value_details.invoice_discount_amt}",
+ "RndOffAmt": "{invoice_value_details.round_off}",
+ "OthChrg": "{invoice_value_details.total_other_charges}",
+ "TotInvVal": "{invoice_value_details.base_grand_total}",
+ "TotInvValFc": "{invoice_value_details.grand_total}"
+ }},
+ "PayDtls": {{
+ "Nm": "{payment_details.payee_name}",
+ "AccDet": "{payment_details.account_no}",
+ "Mode": "{payment_details.mode_of_payment}",
+ "FinInsBr": "{payment_details.ifsc_code}",
+ "PayTerm": "{payment_details.terms}",
+ "PaidAmt": "{payment_details.paid_amount}",
+ "PaymtDue": "{payment_details.outstanding_amount}"
+ }},
+ "RefDtls": {{
+ "DocPerdDtls": {{
+ "InvStDt": "{period_details.start_date}",
+ "InvEndDt": "{period_details.end_date}"
+ }},
+ "PrecDocDtls": [{{
+ "InvNo": "{prev_doc_details.invoice_name}",
+ "InvDt": "{prev_doc_details.invoice_date}"
+ }}]
+ }},
+ "ExpDtls": {{
+ "ShipBNo": "{export_details.bill_no}",
+ "ShipBDt": "{export_details.bill_date}",
+ "Port": "{export_details.port}",
+ "ForCur": "{export_details.foreign_curr_code}",
+ "CntCode": "{export_details.country_code}",
+ "ExpDuty": "{export_details.export_duty}"
+ }},
+ "EwbDtls": {{
+ "TransId": "{eway_bill_details.gstin}",
+ "TransName": "{eway_bill_details.name}",
+ "TransMode": "{eway_bill_details.mode_of_transport}",
+ "Distance": "{eway_bill_details.distance}",
+ "TransDocNo": "{eway_bill_details.document_name}",
+ "TransDocDt": "{eway_bill_details.document_date}",
+ "VehNo": "{eway_bill_details.vehicle_no}",
+ "VehType": "{eway_bill_details.vehicle_type}"
+ }}
+}}
\ No newline at end of file
diff --git a/erpnext/regional/india/e_invoice/einv_validation.json b/erpnext/regional/india/e_invoice/einv_validation.json
new file mode 100644
index 0000000..86290cf
--- /dev/null
+++ b/erpnext/regional/india/e_invoice/einv_validation.json
@@ -0,0 +1,956 @@
+{
+ "Version": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 6,
+ "description": "Version of the schema"
+ },
+ "Irn": {
+ "type": "string",
+ "minLength": 64,
+ "maxLength": 64,
+ "description": "Invoice Reference Number"
+ },
+ "TranDtls": {
+ "type": "object",
+ "properties": {
+ "TaxSch": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 10,
+ "enum": ["GST"],
+ "description": "GST- Goods and Services Tax Scheme"
+ },
+ "SupTyp": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 10,
+ "enum": ["B2B", "SEZWP", "SEZWOP", "EXPWP", "EXPWOP", "DEXP"],
+ "description": "Type of Supply: B2B-Business to Business, SEZWP - SEZ with payment, SEZWOP - SEZ without payment, EXPWP - Export with Payment, EXPWOP - Export without payment,DEXP - Deemed Export"
+ },
+ "RegRev": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 1,
+ "enum": ["Y", "N"],
+ "description": "Y- whether the tax liability is payable under reverse charge"
+ },
+ "EcmGstin": {
+ "type": "string",
+ "minLength": 15,
+ "maxLength": 15,
+ "pattern": "([0-9]{2}[0-9A-Z]{13})",
+ "description": "E-Commerce GSTIN",
+ "validationMsg": "E-Commerce GSTIN is invalid"
+ },
+ "IgstOnIntra": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 1,
+ "enum": ["Y", "N"],
+ "description": "Y- indicates the supply is intra state but chargeable to IGST"
+ }
+ },
+ "required": ["TaxSch", "SupTyp"]
+ },
+ "DocDtls": {
+ "type": "object",
+ "properties": {
+ "Typ": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 3,
+ "enum": ["INV", "CRN", "DBN"],
+ "description": "Document Type"
+ },
+ "No": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 16,
+ "pattern": "^([A-Z1-9]{1}[A-Z0-9/-]{0,15})$",
+ "description": "Document Number",
+ "validationMsg": "Document Number should not be starting with 0, / and -"
+ },
+ "Dt": {
+ "type": "string",
+ "minLength": 10,
+ "maxLength": 10,
+ "pattern": "[0-3][0-9]/[0-1][0-9]/[2][0][1-2][0-9]",
+ "description": "Document Date"
+ }
+ },
+ "required": ["Typ", "No", "Dt"]
+ },
+ "SellerDtls": {
+ "type": "object",
+ "properties": {
+ "Gstin": {
+ "type": "string",
+ "minLength": 15,
+ "maxLength": 15,
+ "pattern": "([0-9]{2}[0-9A-Z]{13})",
+ "description": "Supplier GSTIN",
+ "validationMsg": "Company GSTIN is invalid"
+ },
+ "LglNm": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Legal Name"
+ },
+ "TrdNm": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Tradename"
+ },
+ "Addr1": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 100,
+ "description": "Address Line 1"
+ },
+ "Addr2": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Address Line 2"
+ },
+ "Loc": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 50,
+ "description": "Location"
+ },
+ "Pin": {
+ "type": "number",
+ "minimum": 100000,
+ "maximum": 999999,
+ "description": "Pincode"
+ },
+ "Stcd": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 2,
+ "description": "Supplier State Code"
+ },
+ "Ph": {
+ "type": "string",
+ "minLength": 6,
+ "maxLength": 12,
+ "description": "Phone"
+ },
+ "Em": {
+ "type": "string",
+ "minLength": 6,
+ "maxLength": 100,
+ "description": "Email-Id"
+ }
+ },
+ "required": ["Gstin", "LglNm", "Addr1", "Loc", "Pin", "Stcd"]
+ },
+ "BuyerDtls": {
+ "type": "object",
+ "properties": {
+ "Gstin": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 15,
+ "pattern": "^(([0-9]{2}[0-9A-Z]{13})|URP)$",
+ "description": "Buyer GSTIN",
+ "validationMsg": "Customer GSTIN is invalid"
+ },
+ "LglNm": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Legal Name"
+ },
+ "TrdNm": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Trade Name"
+ },
+ "Pos": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 2,
+ "description": "Place of Supply State code"
+ },
+ "Addr1": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 100,
+ "description": "Address Line 1"
+ },
+ "Addr2": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Address Line 2"
+ },
+ "Loc": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Location"
+ },
+ "Pin": {
+ "type": "number",
+ "minimum": 100000,
+ "maximum": 999999,
+ "description": "Pincode"
+ },
+ "Stcd": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 2,
+ "description": "Buyer State Code"
+ },
+ "Ph": {
+ "type": "string",
+ "minLength": 6,
+ "maxLength": 12,
+ "description": "Phone"
+ },
+ "Em": {
+ "type": "string",
+ "minLength": 6,
+ "maxLength": 100,
+ "description": "Email-Id"
+ }
+ },
+ "required": ["Gstin", "LglNm", "Pos", "Addr1", "Loc", "Stcd"]
+ },
+ "DispDtls": {
+ "type": "object",
+ "properties": {
+ "Nm": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Dispatch Address Name"
+ },
+ "Addr1": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 100,
+ "description": "Address Line 1"
+ },
+ "Addr2": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Address Line 2"
+ },
+ "Loc": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Location"
+ },
+ "Pin": {
+ "type": "number",
+ "minimum": 100000,
+ "maximum": 999999,
+ "description": "Pincode"
+ },
+ "Stcd": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 2,
+ "description": "State Code"
+ }
+ },
+ "required": ["Nm", "Addr1", "Loc", "Pin", "Stcd"]
+ },
+ "ShipDtls": {
+ "type": "object",
+ "properties": {
+ "Gstin": {
+ "type": "string",
+ "maxLength": 15,
+ "minLength": 3,
+ "pattern": "^(([0-9]{2}[0-9A-Z]{13})|URP)$",
+ "description": "Shipping Address GSTIN",
+ "validationMsg": "Shipping Address GSTIN is invalid"
+ },
+ "LglNm": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Legal Name"
+ },
+ "TrdNm": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Trade Name"
+ },
+ "Addr1": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 100,
+ "description": "Address Line 1"
+ },
+ "Addr2": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Address Line 2"
+ },
+ "Loc": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Location"
+ },
+ "Pin": {
+ "type": "number",
+ "minimum": 100000,
+ "maximum": 999999,
+ "description": "Pincode"
+ },
+ "Stcd": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 2,
+ "description": "State Code"
+ }
+ },
+ "required": ["LglNm", "Addr1", "Loc", "Pin", "Stcd"]
+ },
+ "ItemList": {
+ "type": "Array",
+ "properties": {
+ "SlNo": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 6,
+ "description": "Serial No. of Item"
+ },
+ "PrdDesc": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 300,
+ "description": "Item Name"
+ },
+ "IsServc": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 1,
+ "enum": ["Y", "N"],
+ "description": "Is Service Item"
+ },
+ "HsnCd": {
+ "type": "string",
+ "minLength": 4,
+ "maxLength": 8,
+ "description": "HSN Code"
+ },
+ "Barcde": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 30,
+ "description": "Barcode"
+ },
+ "Qty": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 9999999999.999,
+ "description": "Quantity"
+ },
+ "FreeQty": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 9999999999.999,
+ "description": "Free Quantity"
+ },
+ "Unit": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 8,
+ "description": "UOM"
+ },
+ "UnitPrice": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.999,
+ "description": "Rate"
+ },
+ "TotAmt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "Gross Amount"
+ },
+ "Discount": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "Discount"
+ },
+ "PreTaxVal": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "Pre tax value"
+ },
+ "AssAmt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "Taxable Value"
+ },
+ "GstRt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999.999,
+ "description": "GST Rate"
+ },
+ "IgstAmt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "IGST Amount"
+ },
+ "CgstAmt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "CGST Amount"
+ },
+ "SgstAmt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "SGST Amount"
+ },
+ "CesRt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999.999,
+ "description": "Cess Rate"
+ },
+ "CesAmt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "Cess Amount (Advalorem)"
+ },
+ "CesNonAdvlAmt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "Cess Amount (Non-Advalorem)"
+ },
+ "StateCesRt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999.999,
+ "description": "State CESS Rate"
+ },
+ "StateCesAmt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "State CESS Amount"
+ },
+ "StateCesNonAdvlAmt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "State CESS Amount (Non Advalorem)"
+ },
+ "OthChrg": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "Other Charges"
+ },
+ "TotItemVal": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "Total Item Value"
+ },
+ "OrdLineRef": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 50,
+ "description": "Order line reference"
+ },
+ "OrgCntry": {
+ "type": "string",
+ "minLength": 2,
+ "maxLength": 2,
+ "description": "Origin Country"
+ },
+ "PrdSlNo": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 20,
+ "description": "Serial number"
+ },
+ "BchDtls": {
+ "type": "object",
+ "properties": {
+ "Nm": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 20,
+ "description": "Batch number"
+ },
+ "ExpDt": {
+ "type": "string",
+ "maxLength": 10,
+ "minLength": 10,
+ "pattern": "[0-3][0-9]/[0-1][0-9]/[2][0][1-2][0-9]",
+ "description": "Batch Expiry Date"
+ },
+ "WrDt": {
+ "type": "string",
+ "maxLength": 10,
+ "minLength": 10,
+ "pattern": "[0-3][0-9]/[0-1][0-9]/[2][0][1-2][0-9]",
+ "description": "Warranty Date"
+ }
+ },
+ "required": ["Nm"]
+ },
+ "AttribDtls": {
+ "type": "Array",
+ "Attribute": {
+ "type": "object",
+ "properties": {
+ "Nm": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 100,
+ "description": "Attribute name of the item"
+ },
+ "Val": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 100,
+ "description": "Attribute value of the item"
+ }
+ }
+ }
+ }
+ },
+ "required": [
+ "SlNo",
+ "IsServc",
+ "HsnCd",
+ "UnitPrice",
+ "TotAmt",
+ "AssAmt",
+ "GstRt",
+ "TotItemVal"
+ ]
+ },
+ "ValDtls": {
+ "type": "object",
+ "properties": {
+ "AssVal": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 99999999999999.99,
+ "description": "Total Assessable value of all items"
+ },
+ "CgstVal": {
+ "type": "number",
+ "maximum": 99999999999999.99,
+ "minimum": 0,
+ "description": "Total CGST value of all items"
+ },
+ "SgstVal": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 99999999999999.99,
+ "description": "Total SGST value of all items"
+ },
+ "IgstVal": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 99999999999999.99,
+ "description": "Total IGST value of all items"
+ },
+ "CesVal": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 99999999999999.99,
+ "description": "Total CESS value of all items"
+ },
+ "StCesVal": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 99999999999999.99,
+ "description": "Total State CESS value of all items"
+ },
+ "Discount": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 99999999999999.99,
+ "description": "Invoice Discount"
+ },
+ "OthChrg": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 99999999999999.99,
+ "description": "Other Charges"
+ },
+ "RndOffAmt": {
+ "type": "number",
+ "minimum": -99.99,
+ "maximum": 99.99,
+ "description": "Rounded off Amount"
+ },
+ "TotInvVal": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 99999999999999.99,
+ "description": "Final Invoice Value "
+ },
+ "TotInvValFc": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 99999999999999.99,
+ "description": "Final Invoice value in Foreign Currency"
+ }
+ },
+ "required": ["AssVal", "TotInvVal"]
+ },
+ "PayDtls": {
+ "type": "object",
+ "properties": {
+ "Nm": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 100,
+ "description": "Payee Name"
+ },
+ "AccDet": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 18,
+ "description": "Bank Account Number of Payee"
+ },
+ "Mode": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 18,
+ "description": "Mode of Payment"
+ },
+ "FinInsBr": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 11,
+ "description": "Branch or IFSC code"
+ },
+ "PayTerm": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 100,
+ "description": "Terms of Payment"
+ },
+ "PayInstr": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 100,
+ "description": "Payment Instruction"
+ },
+ "CrTrn": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 100,
+ "description": "Credit Transfer"
+ },
+ "DirDr": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 100,
+ "description": "Direct Debit"
+ },
+ "CrDay": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 9999,
+ "description": "Credit Days"
+ },
+ "PaidAmt": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 99999999999999.99,
+ "description": "Advance Amount"
+ },
+ "PaymtDue": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 99999999999999.99,
+ "description": "Outstanding Amount"
+ }
+ }
+ },
+ "RefDtls": {
+ "type": "object",
+ "properties": {
+ "InvRm": {
+ "type": "string",
+ "maxLength": 100,
+ "minLength": 3,
+ "pattern": "^[0-9A-Za-z/-]{3,100}$",
+ "description": "Remarks/Note"
+ },
+ "DocPerdDtls": {
+ "type": "object",
+ "properties": {
+ "InvStDt": {
+ "type": "string",
+ "maxLength": 10,
+ "minLength": 10,
+ "pattern": "[0-3][0-9]/[0-1][0-9]/[2][0][1-2][0-9]",
+ "description": "Invoice Period Start Date"
+ },
+ "InvEndDt": {
+ "type": "string",
+ "maxLength": 10,
+ "minLength": 10,
+ "pattern": "[0-3][0-9]/[0-1][0-9]/[2][0][1-2][0-9]",
+ "description": "Invoice Period End Date"
+ }
+ },
+ "required": ["InvStDt ", "InvEndDt "]
+ },
+ "PrecDocDtls": {
+ "type": "object",
+ "properties": {
+ "InvNo": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 16,
+ "pattern": "^[1-9A-Z]{1}[0-9A-Z/-]{1,15}$",
+ "description": "Reference of Original Invoice"
+ },
+ "InvDt": {
+ "type": "string",
+ "maxLength": 10,
+ "minLength": 10,
+ "pattern": "[0-3][0-9]/[0-1][0-9]/[2][0][1-2][0-9]",
+ "description": "Date of Orginal Invoice"
+ },
+ "OthRefNo": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 20,
+ "description": "Other Reference"
+ }
+ }
+ },
+ "required": ["InvNo", "InvDt"],
+ "ContrDtls": {
+ "type": "object",
+ "properties": {
+ "RecAdvRefr": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 20,
+ "pattern": "^([0-9A-Za-z/-]){1,20}$",
+ "description": "Receipt Advice No."
+ },
+ "RecAdvDt": {
+ "type": "string",
+ "minLength": 10,
+ "maxLength": 10,
+ "pattern": "[0-3][0-9]/[0-1][0-9]/[2][0][1-2][0-9]",
+ "description": "Date of receipt advice"
+ },
+ "TendRefr": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 20,
+ "pattern": "^([0-9A-Za-z/-]){1,20}$",
+ "description": "Lot/Batch Reference No."
+ },
+ "ContrRefr": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 20,
+ "pattern": "^([0-9A-Za-z/-]){1,20}$",
+ "description": "Contract Reference Number"
+ },
+ "ExtRefr": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 20,
+ "pattern": "^([0-9A-Za-z/-]){1,20}$",
+ "description": "Any other reference"
+ },
+ "ProjRefr": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 20,
+ "pattern": "^([0-9A-Za-z/-]){1,20}$",
+ "description": "Project Reference Number"
+ },
+ "PORefr": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 16,
+ "pattern": "^([0-9A-Za-z/-]){1,16}$",
+ "description": "PO Reference Number"
+ },
+ "PORefDt": {
+ "type": "string",
+ "minLength": 10,
+ "maxLength": 10,
+ "pattern": "[0-3][0-9]/[0-1][0-9]/[2][0][1-2][0-9]",
+ "description": "PO Reference date"
+ }
+ }
+ }
+ }
+ },
+ "AddlDocDtls": {
+ "type": "Array",
+ "properties": {
+ "Url": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Supporting document URL"
+ },
+ "Docs": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 1000,
+ "description": "Supporting document in Base64 Format"
+ },
+ "Info": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 1000,
+ "description": "Any additional information"
+ }
+ }
+ },
+
+ "ExpDtls": {
+ "type": "object",
+ "properties": {
+ "ShipBNo": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 20,
+ "description": "Shipping Bill No."
+ },
+ "ShipBDt": {
+ "type": "string",
+ "minLength": 10,
+ "maxLength": 10,
+ "pattern": "[0-3][0-9]/[0-1][0-9]/[2][0][1-2][0-9]",
+ "description": "Shipping Bill Date"
+ },
+ "Port": {
+ "type": "string",
+ "minLength": 2,
+ "maxLength": 10,
+ "pattern": "^[0-9A-Za-z]{2,10}$",
+ "description": "Port Code. Refer the master"
+ },
+ "RefClm": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 1,
+ "description": "Claiming Refund. Y/N"
+ },
+ "ForCur": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 16,
+ "description": "Additional Currency Code. Refer the master"
+ },
+ "CntCode": {
+ "type": "string",
+ "minLength": 2,
+ "maxLength": 2,
+ "description": "Country Code. Refer the master"
+ },
+ "ExpDuty": {
+ "type": "number",
+ "minimum": 0,
+ "maximum": 999999999999.99,
+ "description": "Export Duty"
+ }
+ }
+ },
+ "EwbDtls": {
+ "type": "object",
+ "properties": {
+ "TransId": {
+ "type": "string",
+ "minLength": 15,
+ "maxLength": 15,
+ "description": "Transporter GSTIN"
+ },
+ "TransName": {
+ "type": "string",
+ "minLength": 3,
+ "maxLength": 100,
+ "description": "Transporter Name"
+ },
+ "TransMode": {
+ "type": "string",
+ "maxLength": 1,
+ "minLength": 1,
+ "enum": ["1", "2", "3", "4"],
+ "description": "Mode of Transport"
+ },
+ "Distance": {
+ "type": "number",
+ "minimum": 1,
+ "maximum": 9999,
+ "description": "Distance"
+ },
+ "TransDocNo": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 15,
+ "pattern": "^([0-9A-Z/-]){1,15}$",
+ "description": "Tranport Document Number"
+ },
+ "TransDocDt": {
+ "type": "string",
+ "minLength": 10,
+ "maxLength": 10,
+ "pattern": "[0-3][0-9]/[0-1][0-9]/[2][0][1-2][0-9]",
+ "description": "Transport Document Date"
+ },
+ "VehNo": {
+ "type": "string",
+ "minLength": 4,
+ "maxLength": 20,
+ "description": "Vehicle Number"
+ },
+ "VehType": {
+ "type": "string",
+ "minLength": 1,
+ "maxLength": 1,
+ "enum": ["O", "R"],
+ "description": "Vehicle Type"
+ }
+ },
+ "required": ["Distance"]
+ },
+ "required": [
+ "Version",
+ "TranDtls",
+ "DocDtls",
+ "SellerDtls",
+ "BuyerDtls",
+ "ItemList",
+ "ValDtls"
+ ]
+}
diff --git a/erpnext/regional/india/e_invoice/einvoice.js b/erpnext/regional/india/e_invoice/einvoice.js
new file mode 100644
index 0000000..9c86cc8
--- /dev/null
+++ b/erpnext/regional/india/e_invoice/einvoice.js
@@ -0,0 +1,305 @@
+erpnext.setup_einvoice_actions = (doctype) => {
+ frappe.ui.form.on(doctype, {
+ refresh(frm) {
+ const einvoicing_enabled = frappe.db.get_value("E Invoice Settings", "E Invoice Settings", "enable");
+ const supply_type = frm.doc.gst_category;
+ const valid_supply_type = ['Registered Regular', 'SEZ', 'Overseas', 'Deemed Export'].includes(supply_type);
+ const company_transaction = frm.doc.billing_address_gstin == frm.doc.company_gstin;
+
+ if (!einvoicing_enabled || !valid_supply_type || company_transaction) return;
+
+ const { doctype, irn, irn_cancelled, ewaybill, eway_bill_cancelled, name, __unsaved } = frm.doc;
+
+ const add_custom_button = (label, action) => {
+ if (!frm.custom_buttons[label]) {
+ frm.add_custom_button(label, action, __('E Invoicing'));
+ }
+ };
+
+ if (!irn && !__unsaved) {
+ const action = () => {
+ frappe.call({
+ method: 'erpnext.regional.india.e_invoice.utils.get_einvoice',
+ args: { doctype, docname: name },
+ freeze: true,
+ callback: (res) => {
+ const einvoice = res.message;
+ show_einvoice_preview(frm, einvoice);
+ }
+ });
+ };
+
+ add_custom_button(__("Generate IRN"), action);
+ }
+
+ if (irn && !irn_cancelled && !ewaybill) {
+ const fields = [
+ {
+ "label": "Reason",
+ "fieldname": "reason",
+ "fieldtype": "Select",
+ "reqd": 1,
+ "default": "1-Duplicate",
+ "options": ["1-Duplicate", "2-Data Entry Error", "3-Order Cancelled", "4-Other"]
+ },
+ {
+ "label": "Remark",
+ "fieldname": "remark",
+ "fieldtype": "Data",
+ "reqd": 1
+ }
+ ];
+ const action = () => {
+ const d = new frappe.ui.Dialog({
+ title: __("Cancel IRN"),
+ fields: fields,
+ primary_action: function() {
+ const data = d.get_values();
+ frappe.call({
+ method: 'erpnext.regional.india.e_invoice.utils.cancel_irn',
+ args: {
+ doctype,
+ docname: name,
+ irn: irn,
+ reason: data.reason.split('-')[0],
+ remark: data.remark
+ },
+ freeze: true,
+ callback: () => frm.reload_doc() || d.hide(),
+ error: () => d.hide()
+ });
+ },
+ primary_action_label: __('Submit')
+ });
+ d.show();
+ };
+ add_custom_button(__("Cancel IRN"), action);
+ }
+
+ if (irn && !irn_cancelled && !ewaybill) {
+ const action = () => {
+ const d = new frappe.ui.Dialog({
+ title: __('Generate E-Way Bill'),
+ wide: 1,
+ fields: get_ewaybill_fields(frm),
+ primary_action: function() {
+ const data = d.get_values();
+ frappe.call({
+ method: 'erpnext.regional.india.e_invoice.utils.generate_eway_bill',
+ args: {
+ doctype,
+ docname: name,
+ irn,
+ ...data
+ },
+ freeze: true,
+ callback: () => frm.reload_doc() || d.hide(),
+ error: () => d.hide()
+ });
+ },
+ primary_action_label: __('Submit')
+ });
+ d.show();
+ };
+
+ add_custom_button(__("Generate E-Way Bill"), action);
+ }
+
+ if (irn && ewaybill && !irn_cancelled && !eway_bill_cancelled) {
+ const fields = [
+ {
+ "label": "Reason",
+ "fieldname": "reason",
+ "fieldtype": "Select",
+ "reqd": 1,
+ "default": "1-Duplicate",
+ "options": ["1-Duplicate", "2-Data Entry Error", "3-Order Cancelled", "4-Other"]
+ },
+ {
+ "label": "Remark",
+ "fieldname": "remark",
+ "fieldtype": "Data",
+ "reqd": 1
+ }
+ ];
+ const action = () => {
+ const d = new frappe.ui.Dialog({
+ title: __('Cancel E-Way Bill'),
+ fields: fields,
+ primary_action: function() {
+ const data = d.get_values();
+ frappe.call({
+ method: 'erpnext.regional.india.e_invoice.utils.cancel_eway_bill',
+ args: {
+ doctype,
+ docname: name,
+ eway_bill: ewaybill,
+ reason: data.reason.split('-')[0],
+ remark: data.remark
+ },
+ freeze: true,
+ callback: () => frm.reload_doc() || d.hide(),
+ error: () => d.hide()
+ });
+ },
+ primary_action_label: __('Submit')
+ });
+ d.show();
+ };
+ add_custom_button(__("Cancel E-Way Bill"), action);
+ }
+ }
+ });
+};
+
+const get_ewaybill_fields = (frm) => {
+ return [
+ {
+ 'fieldname': 'transporter',
+ 'label': 'Transporter',
+ 'fieldtype': 'Link',
+ 'options': 'Supplier',
+ 'default': frm.doc.transporter
+ },
+ {
+ 'fieldname': 'gst_transporter_id',
+ 'label': 'GST Transporter ID',
+ 'fieldtype': 'Data',
+ 'fetch_from': 'transporter.gst_transporter_id',
+ 'default': frm.doc.gst_transporter_id
+ },
+ {
+ 'fieldname': 'driver',
+ 'label': 'Driver',
+ 'fieldtype': 'Link',
+ 'options': 'Driver',
+ 'default': frm.doc.driver
+ },
+ {
+ 'fieldname': 'lr_no',
+ 'label': 'Transport Receipt No',
+ 'fieldtype': 'Data',
+ 'default': frm.doc.lr_no
+ },
+ {
+ 'fieldname': 'vehicle_no',
+ 'label': 'Vehicle No',
+ 'fieldtype': 'Data',
+ 'depends_on': 'eval:(doc.mode_of_transport === "Road")',
+ 'default': frm.doc.vehicle_no
+ },
+ {
+ 'fieldname': 'distance',
+ 'label': 'Distance (in km)',
+ 'fieldtype': 'Float',
+ 'default': frm.doc.distance
+ },
+ {
+ 'fieldname': 'transporter_col_break',
+ 'fieldtype': 'Column Break',
+ },
+ {
+ 'fieldname': 'transporter_name',
+ 'label': 'Transporter Name',
+ 'fieldtype': 'Data',
+ 'fetch_from': 'transporter.name',
+ 'read_only': 1,
+ 'default': frm.doc.transporter_name
+ },
+ {
+ 'fieldname': 'mode_of_transport',
+ 'label': 'Mode of Transport',
+ 'fieldtype': 'Select',
+ 'options': `\nRoad\nAir\nRail\nShip`,
+ 'default': frm.doc.mode_of_transport
+ },
+ {
+ 'fieldname': 'driver_name',
+ 'label': 'Driver Name',
+ 'fieldtype': 'Data',
+ 'fetch_from': 'driver.full_name',
+ 'read_only': 1,
+ 'default': frm.doc.driver_name
+ },
+ {
+ 'fieldname': 'lr_date',
+ 'label': 'Transport Receipt Date',
+ 'fieldtype': 'Date',
+ 'default': frm.doc.lr_date
+ },
+ {
+ 'fieldname': 'gst_vehicle_type',
+ 'label': 'GST Vehicle Type',
+ 'fieldtype': 'Select',
+ 'options': `Regular\nOver Dimensional Cargo (ODC)`,
+ 'depends_on': 'eval:(doc.mode_of_transport === "Road")',
+ 'default': frm.doc.gst_vehicle_type
+ }
+ ];
+};
+
+const request_irn_generation = (frm) => {
+ frappe.call({
+ method: 'erpnext.regional.india.e_invoice.utils.generate_irn',
+ args: { doctype: frm.doc.doctype, docname: frm.doc.name },
+ freeze: true,
+ callback: () => frm.reload_doc()
+ });
+};
+
+const get_preview_dialog = (frm, action) => {
+ const dialog = new frappe.ui.Dialog({
+ title: __("Preview"),
+ wide: 1,
+ fields: [
+ {
+ "label": "Preview",
+ "fieldname": "preview_html",
+ "fieldtype": "HTML"
+ }
+ ],
+ primary_action: () => action(frm) || dialog.hide(),
+ primary_action_label: __('Generate IRN')
+ });
+ return dialog;
+};
+
+const show_einvoice_preview = (frm, einvoice) => {
+ const preview_dialog = get_preview_dialog(frm, request_irn_generation);
+
+ // initialize e-invoice fields
+ einvoice["Irn"] = einvoice["AckNo"] = ''; einvoice["AckDt"] = frappe.datetime.nowdate();
+ frm.doc.signed_einvoice = JSON.stringify(einvoice);
+
+ // initialize preview wrapper
+ const $preview_wrapper = preview_dialog.get_field("preview_html").$wrapper;
+ $preview_wrapper.html(
+ `<div>
+ <div class="print-preview">
+ <div class="print-format"></div>
+ </div>
+ <div class="page-break-message text-muted text-center text-medium margin-top"></div>
+ </div>`
+ );
+
+ frappe.call({
+ method: "frappe.www.printview.get_html_and_style",
+ args: {
+ doc: frm.doc,
+ print_format: "GST E-Invoice",
+ no_letterhead: 1
+ },
+ callback: function (r) {
+ if (!r.exc) {
+ $preview_wrapper.find(".print-format").html(r.message.html);
+ const style = `
+ .print-format { box-shadow: 0px 0px 5px rgba(0,0,0,0.2); padding: 0.30in; min-height: 80vh; }
+ .print-preview { min-height: 0px; }
+ .modal-dialog { width: 720px; }`;
+
+ frappe.dom.set_style(style, "custom-print-style");
+ preview_dialog.show();
+ }
+ }
+ });
+};
\ No newline at end of file
diff --git a/erpnext/regional/india/e_invoice/utils.py b/erpnext/regional/india/e_invoice/utils.py
new file mode 100644
index 0000000..d0cac90
--- /dev/null
+++ b/erpnext/regional/india/e_invoice/utils.py
@@ -0,0 +1,810 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import os
+import re
+import jwt
+import sys
+import json
+import base64
+import frappe
+import traceback
+from frappe import _, bold
+from pyqrcode import create as qrcreate
+from frappe.integrations.utils import make_post_request, make_get_request
+from erpnext.regional.india.utils import get_gst_accounts, get_place_of_supply
+from frappe.utils.data import cstr, cint, format_date, flt, time_diff_in_seconds, now_datetime, add_to_date, get_link_to_form
+
+def validate_einvoice_fields(doc):
+ einvoicing_enabled = cint(frappe.db.get_value('E Invoice Settings', 'E Invoice Settings', 'enable'))
+ invalid_doctype = doc.doctype not in ['Sales Invoice']
+ invalid_supply_type = doc.get('gst_category') not in ['Registered Regular', 'SEZ', 'Overseas', 'Deemed Export']
+ company_transaction = doc.get('billing_address_gstin') == doc.get('company_gstin')
+
+ if not einvoicing_enabled or invalid_doctype or invalid_supply_type or company_transaction: return
+
+ if doc.docstatus == 0 and doc._action == 'save':
+ if doc.irn:
+ frappe.throw(_('You cannot edit the invoice after generating IRN'), title=_('Edit Not Allowed'))
+ if len(doc.name) > 16:
+ raise_document_name_too_long_error()
+
+ elif doc.docstatus == 1 and doc._action == 'submit' and not doc.irn:
+ frappe.throw(_('You must generate IRN before submitting the document.'), title=_('Missing IRN'))
+
+ elif doc.docstatus == 2 and doc._action == 'cancel' and not doc.irn_cancelled:
+ frappe.throw(_('You must cancel IRN before cancelling the document.'), title=_('Cancel Not Allowed'))
+
+def raise_document_name_too_long_error():
+ title = _('Document ID Too Long')
+ msg = _('As you have E-Invoicing enabled, to be able to generate IRN for this invoice, ')
+ msg += _('document id {} exceed 16 letters. ').format(bold(_('should not')))
+ msg += '<br><br>'
+ msg += _('You must {} your {} in order to have document id of {} length 16. ').format(
+ bold(_('modify')), bold(_('naming series')), bold(_('maximum'))
+ )
+ msg += _('Please account for ammended documents too. ')
+ frappe.throw(msg, title=title)
+
+def read_json(name):
+ file_path = os.path.join(os.path.dirname(__file__), '{name}.json'.format(name=name))
+ with open(file_path, 'r') as f:
+ return cstr(f.read())
+
+def get_transaction_details(invoice):
+ supply_type = ''
+ if invoice.gst_category == 'Registered Regular': supply_type = 'B2B'
+ elif invoice.gst_category == 'SEZ': supply_type = 'SEZWOP'
+ elif invoice.gst_category == 'Overseas': supply_type = 'EXPWOP'
+ elif invoice.gst_category == 'Deemed Export': supply_type = 'DEXP'
+
+ if not supply_type:
+ rr, sez, overseas, export = bold('Registered Regular'), bold('SEZ'), bold('Overseas'), bold('Deemed Export')
+ frappe.throw(_('GST category should be one of {}, {}, {}, {}').format(rr, sez, overseas, export),
+ title=_('Invalid Supply Type'))
+
+ return frappe._dict(dict(
+ tax_scheme='GST',
+ supply_type=supply_type,
+ reverse_charge=invoice.reverse_charge
+ ))
+
+def get_doc_details(invoice):
+ invoice_type = 'CRN' if invoice.is_return else 'INV'
+
+ invoice_name = invoice.name
+ invoice_date = format_date(invoice.posting_date, 'dd/mm/yyyy')
+
+ return frappe._dict(dict(
+ invoice_type=invoice_type,
+ invoice_name=invoice_name,
+ invoice_date=invoice_date
+ ))
+
+def get_party_details(address_name):
+ d = frappe.get_all('Address', filters={'name': address_name}, fields=['*'])[0]
+
+ if (not d.gstin
+ or not d.city
+ or not d.pincode
+ or not d.address_title
+ or not d.address_line1
+ or not d.gst_state_number):
+
+ frappe.throw(
+ msg=_('Address lines, city, pincode, gstin is mandatory for address {}. Please set them and try again.').format(
+ get_link_to_form('Address', address_name)
+ ),
+ title=_('Missing Address Fields')
+ )
+
+ if d.gst_state_number == 97:
+ # according to einvoice standard
+ pincode = 999999
+
+ return frappe._dict(dict(
+ gstin=d.gstin, legal_name=d.address_title,
+ location=d.city, pincode=d.pincode,
+ state_code=d.gst_state_number,
+ address_line1=d.address_line1,
+ address_line2=d.address_line2
+ ))
+
+def get_gstin_details(gstin):
+ if not hasattr(frappe.local, 'gstin_cache'):
+ frappe.local.gstin_cache = {}
+
+ key = gstin
+ details = frappe.local.gstin_cache.get(key)
+ if details:
+ return details
+
+ details = frappe.cache().hget('gstin_cache', key)
+ if details:
+ frappe.local.gstin_cache[key] = details
+ return details
+
+ if not details:
+ return GSPConnector.get_gstin_details(gstin)
+
+def get_overseas_address_details(address_name):
+ address_title, address_line1, address_line2, city = frappe.db.get_value(
+ 'Address', address_name, ['address_title', 'address_line1', 'address_line2', 'city']
+ )
+
+ if not address_title or not address_line1 or not city:
+ frappe.throw(
+ msg=_('Address lines and city is mandatory for address {}. Please set them and try again.').format(
+ get_link_to_form('Address', address_name)
+ ),
+ title=_('Missing Address Fields')
+ )
+
+ return frappe._dict(dict(
+ gstin='URP', legal_name=address_title, location=city,
+ address_line1=address_line1, address_line2=address_line2,
+ pincode=999999, state_code=96, place_of_supply=96
+ ))
+
+def get_item_list(invoice):
+ item_list = []
+
+ for d in invoice.items:
+ einvoice_item_schema = read_json('einv_item_template')
+ item = frappe._dict({})
+ item.update(d.as_dict())
+
+ item.sr_no = d.idx
+ item.description = d.item_name.replace('"', '\\"')
+
+ item.qty = abs(item.qty)
+ item.discount_amount = abs(item.discount_amount * item.qty)
+ item.unit_rate = abs(item.base_amount / item.qty)
+ item.gross_amount = abs(item.base_amount)
+ item.taxable_value = abs(item.base_amount)
+
+ item.batch_expiry_date = frappe.db.get_value('Batch', d.batch_no, 'expiry_date') if d.batch_no else None
+ item.batch_expiry_date = format_date(item.batch_expiry_date, 'dd/mm/yyyy') if item.batch_expiry_date else None
+ item.is_service_item = 'N' if frappe.db.get_value('Item', d.item_code, 'is_stock_item') else 'Y'
+ item.serial_no = ""
+
+ item = update_item_taxes(invoice, item)
+
+ item.total_value = abs(
+ item.taxable_value + item.igst_amount + item.sgst_amount +
+ item.cgst_amount + item.cess_amount + item.cess_nadv_amount + item.other_charges
+ )
+ einv_item = einvoice_item_schema.format(item=item)
+ item_list.append(einv_item)
+
+ return ', '.join(item_list)
+
+def update_item_taxes(invoice, item):
+ gst_accounts = get_gst_accounts(invoice.company)
+ gst_accounts_list = [d for accounts in gst_accounts.values() for d in accounts if d]
+
+ for attr in [
+ 'tax_rate', 'cess_rate', 'cess_nadv_amount',
+ 'cgst_amount', 'sgst_amount', 'igst_amount',
+ 'cess_amount', 'cess_nadv_amount', 'other_charges'
+ ]:
+ item[attr] = 0
+
+ for t in invoice.taxes:
+ # this contains item wise tax rate & tax amount (incl. discount)
+ item_tax_detail = json.loads(t.item_wise_tax_detail).get(item.item_code)
+ if t.account_head in gst_accounts_list:
+ item_tax_rate = item_tax_detail[0]
+ # item tax amount excluding discount amount
+ item_tax_amount = (item_tax_rate / 100) * item.base_amount
+
+ if t.account_head in gst_accounts.cess_account:
+ item_tax_amount_after_discount = item_tax_detail[1]
+ if t.charge_type == 'On Item Quantity':
+ item.cess_nadv_amount += abs(item_tax_amount_after_discount)
+ else:
+ item.cess_rate += item_tax_rate
+ item.cess_amount += abs(item_tax_amount_after_discount)
+
+ for tax_type in ['igst', 'cgst', 'sgst']:
+ if t.account_head in gst_accounts[f'{tax_type}_account']:
+ item.tax_rate += item_tax_rate
+ item[f'{tax_type}_amount'] += abs(item_tax_amount)
+
+ return item
+
+def get_invoice_value_details(invoice):
+ invoice_value_details = frappe._dict(dict())
+ invoice_value_details.base_total = abs(invoice.base_total)
+ invoice_value_details.invoice_discount_amt = invoice.base_discount_amount
+ invoice_value_details.round_off = invoice.base_rounding_adjustment
+ invoice_value_details.base_grand_total = abs(invoice.base_rounded_total) or abs(invoice.base_grand_total)
+ invoice_value_details.grand_total = abs(invoice.rounded_total) or abs(invoice.grand_total)
+
+ invoice_value_details = update_invoice_taxes(invoice, invoice_value_details)
+
+ return invoice_value_details
+
+def update_invoice_taxes(invoice, invoice_value_details):
+ gst_accounts = get_gst_accounts(invoice.company)
+ gst_accounts_list = [d for accounts in gst_accounts.values() for d in accounts if d]
+
+ invoice_value_details.total_cgst_amt = 0
+ invoice_value_details.total_sgst_amt = 0
+ invoice_value_details.total_igst_amt = 0
+ invoice_value_details.total_cess_amt = 0
+ invoice_value_details.total_other_charges = 0
+ for t in invoice.taxes:
+ if t.account_head in gst_accounts_list:
+ if t.account_head in gst_accounts.cess_account:
+ # using after discount amt since item also uses after discount amt for cess calc
+ invoice_value_details.total_cess_amt += abs(t.base_tax_amount_after_discount_amount)
+
+ for tax_type in ['igst', 'cgst', 'sgst']:
+ if t.account_head in gst_accounts[f'{tax_type}_account']:
+ invoice_value_details[f'total_{tax_type}_amt'] += abs(t.base_tax_amount)
+ else:
+ invoice_value_details.total_other_charges += abs(t.base_tax_amount)
+
+ return invoice_value_details
+
+def get_payment_details(invoice):
+ payee_name = invoice.company
+ mode_of_payment = ', '.join([d.mode_of_payment for d in invoice.payments])
+ paid_amount = invoice.base_paid_amount
+ outstanding_amount = invoice.outstanding_amount
+
+ return frappe._dict(dict(
+ payee_name=payee_name, mode_of_payment=mode_of_payment,
+ paid_amount=paid_amount, outstanding_amount=outstanding_amount
+ ))
+
+def get_return_doc_reference(invoice):
+ invoice_date = frappe.db.get_value('Sales Invoice', invoice.return_against, 'posting_date')
+ return frappe._dict(dict(
+ invoice_name=invoice.return_against, invoice_date=format_date(invoice_date, 'dd/mm/yyyy')
+ ))
+
+def get_eway_bill_details(invoice):
+ if invoice.is_return:
+ frappe.throw(_('E-Way Bill cannot be generated for Credit Notes & Debit Notes'), title=_('E Invoice Validation Failed'))
+
+ mode_of_transport = { '': '', 'Road': '1', 'Air': '2', 'Rail': '3', 'Ship': '4' }
+ vehicle_type = { 'Regular': 'R', 'Over Dimensional Cargo (ODC)': 'O' }
+
+ return frappe._dict(dict(
+ gstin=invoice.gst_transporter_id,
+ name=invoice.transporter_name,
+ mode_of_transport=mode_of_transport[invoice.mode_of_transport],
+ distance=invoice.distance or 0,
+ document_name=invoice.lr_no,
+ document_date=format_date(invoice.lr_date, 'dd/mm/yyyy'),
+ vehicle_no=invoice.vehicle_no,
+ vehicle_type=vehicle_type[invoice.gst_vehicle_type]
+ ))
+
+def validate_mandatory_fields(invoice):
+ if not invoice.company_address:
+ frappe.throw(_('Company Address is mandatory to fetch company GSTIN details.'), title=_('Missing Fields'))
+ if not invoice.customer_address:
+ frappe.throw(_('Customer Address is mandatory to fetch customer GSTIN details.'), title=_('Missing Fields'))
+ if not frappe.db.get_value('Address', invoice.company_address, 'gstin'):
+ frappe.throw(
+ _('GSTIN is mandatory to fetch company GSTIN details. Please enter GSTIN in selected company address.'),
+ title=_('Missing Fields')
+ )
+ if not frappe.db.get_value('Address', invoice.customer_address, 'gstin'):
+ frappe.throw(
+ _('GSTIN is mandatory to fetch customer GSTIN details. Please enter GSTIN in selected customer address.'),
+ title=_('Missing Fields')
+ )
+
+def make_einvoice(invoice):
+ validate_mandatory_fields(invoice)
+
+ schema = read_json('einv_template')
+
+ transaction_details = get_transaction_details(invoice)
+ item_list = get_item_list(invoice)
+ doc_details = get_doc_details(invoice)
+ invoice_value_details = get_invoice_value_details(invoice)
+ seller_details = get_party_details(invoice.company_address)
+
+ if invoice.gst_category == 'Overseas':
+ buyer_details = get_overseas_address_details(invoice.customer_address)
+ else:
+ buyer_details = get_party_details(invoice.customer_address)
+ place_of_supply = get_place_of_supply(invoice, invoice.doctype) or invoice.billing_address_gstin
+ place_of_supply = place_of_supply[:2]
+ buyer_details.update(dict(place_of_supply=place_of_supply))
+
+ shipping_details = payment_details = prev_doc_details = eway_bill_details = frappe._dict({})
+ if invoice.shipping_address_name and invoice.customer_address != invoice.shipping_address_name:
+ if invoice.gst_category == 'Overseas':
+ shipping_details = get_overseas_address_details(invoice.shipping_address_name)
+ else:
+ shipping_details = get_party_details(invoice.shipping_address_name)
+
+ if invoice.is_pos and invoice.base_paid_amount:
+ payment_details = get_payment_details(invoice)
+
+ if invoice.is_return and invoice.return_against:
+ prev_doc_details = get_return_doc_reference(invoice)
+
+ if invoice.transporter:
+ eway_bill_details = get_eway_bill_details(invoice)
+
+ # not yet implemented
+ dispatch_details = period_details = export_details = frappe._dict({})
+
+ einvoice = schema.format(
+ transaction_details=transaction_details, doc_details=doc_details, dispatch_details=dispatch_details,
+ seller_details=seller_details, buyer_details=buyer_details, shipping_details=shipping_details,
+ item_list=item_list, invoice_value_details=invoice_value_details, payment_details=payment_details,
+ period_details=period_details, prev_doc_details=prev_doc_details,
+ export_details=export_details, eway_bill_details=eway_bill_details
+ )
+ einvoice = json.loads(einvoice)
+
+ validations = json.loads(read_json('einv_validation'))
+ errors = validate_einvoice(validations, einvoice)
+ if errors:
+ message = "\n".join([
+ "E Invoice: ", json.dumps(einvoice, indent=4),
+ "-" * 50,
+ "Errors: ", json.dumps(errors, indent=4)
+ ])
+ frappe.log_error(title="E Invoice Validation Failed", message=message)
+ frappe.throw(errors, title=_('E Invoice Validation Failed'), as_list=1)
+
+ return einvoice
+
+def validate_einvoice(validations, einvoice, errors=[]):
+ for fieldname, field_validation in validations.items():
+ value = einvoice.get(fieldname, None)
+ if not value or value == "None":
+ # remove keys with empty values
+ einvoice.pop(fieldname, None)
+ continue
+
+ value_type = field_validation.get("type").lower()
+ if value_type in ['object', 'array']:
+ child_validations = field_validation.get('properties')
+
+ if isinstance(value, list):
+ for d in value:
+ validate_einvoice(child_validations, d, errors)
+ if not d:
+ # remove empty dicts
+ einvoice.pop(fieldname, None)
+ else:
+ validate_einvoice(child_validations, value, errors)
+ if not value:
+ # remove empty dicts
+ einvoice.pop(fieldname, None)
+ continue
+
+ # convert to int or str
+ if value_type == 'string':
+ einvoice[fieldname] = str(value)
+ elif value_type == 'number':
+ is_integer = '.' not in str(field_validation.get('maximum'))
+ precision = 3 if '.999' in str(field_validation.get('maximum')) else 2
+ einvoice[fieldname] = flt(value, precision) if not is_integer else cint(value)
+ value = einvoice[fieldname]
+
+ max_length = field_validation.get('maxLength')
+ minimum = flt(field_validation.get('minimum'))
+ maximum = flt(field_validation.get('maximum'))
+ pattern_str = field_validation.get('pattern')
+ pattern = re.compile(pattern_str or '')
+
+ label = field_validation.get('description') or fieldname
+
+ if value_type == 'string' and len(value) > max_length:
+ errors.append(_('{} should not exceed {} characters').format(label, max_length))
+ if value_type == 'number' and (value > maximum or value < minimum):
+ errors.append(_('{} {} should be between {} and {}').format(label, value, minimum, maximum))
+ if pattern_str and not pattern.match(value):
+ errors.append(field_validation.get('validationMsg'))
+
+ return errors
+
+class RequestFailed(Exception): pass
+
+class GSPConnector():
+ def __init__(self, doctype=None, docname=None):
+ self.e_invoice_settings = frappe.get_cached_doc('E Invoice Settings')
+ sandbox_mode = self.e_invoice_settings.sandbox_mode
+
+ self.invoice = frappe.get_cached_doc(doctype, docname) if doctype and docname else None
+ self.credentials = self.get_credentials()
+
+ # authenticate url is same for sandbox & live
+ self.authenticate_url = 'https://gsp.adaequare.com/gsp/authenticate?grant_type=token'
+ self.base_url = 'https://gsp.adaequare.com' if not sandbox_mode else 'https://gsp.adaequare.com/test'
+
+ self.cancel_irn_url = self.base_url + '/enriched/ei/api/invoice/cancel'
+ self.irn_details_url = self.base_url + '/enriched/ei/api/invoice/irn'
+ self.generate_irn_url = self.base_url + '/enriched/ei/api/invoice'
+ self.gstin_details_url = self.base_url + '/enriched/ei/api/master/gstin'
+ self.cancel_ewaybill_url = self.base_url + '/enriched/ei/api/ewayapi'
+ self.generate_ewaybill_url = self.base_url + '/enriched/ei/api/ewaybill'
+
+ def get_credentials(self):
+ if self.invoice:
+ gstin = self.get_seller_gstin()
+ credentials = next(d for d in self.e_invoice_settings.credentials if d.gstin == gstin)
+ else:
+ credentials = self.e_invoice_settings.credentials[0] if self.e_invoice_settings.credentials else None
+ return credentials
+
+ def get_seller_gstin(self):
+ gstin = self.invoice.company_gstin or frappe.db.get_value('Address', self.invoice.company_address, 'gstin')
+ if not gstin:
+ frappe.throw(_('Cannot retrieve Company GSTIN. Please select company address with valid GSTIN.'))
+ return gstin
+
+ def get_auth_token(self):
+ if time_diff_in_seconds(self.e_invoice_settings.token_expiry, now_datetime()) < 150.0:
+ self.fetch_auth_token()
+
+ return self.e_invoice_settings.auth_token
+
+ def make_request(self, request_type, url, headers=None, data=None):
+ if request_type == 'post':
+ res = make_post_request(url, headers=headers, data=data)
+ else:
+ res = make_get_request(url, headers=headers, data=data)
+
+ self.log_request(url, headers, data, res)
+ return res
+
+ def log_request(self, url, headers, data, res):
+ headers.update({ 'password': self.credentials.password })
+ request_log = frappe.get_doc({
+ "doctype": "E Invoice Request Log",
+ "user": frappe.session.user,
+ "reference_invoice": self.invoice.name if self.invoice else None,
+ "url": url,
+ "headers": json.dumps(headers, indent=4) if headers else None,
+ "data": json.dumps(data, indent=4) if isinstance(data, dict) else data,
+ "response": json.dumps(res, indent=4) if res else None
+ })
+ request_log.insert(ignore_permissions=True)
+ frappe.db.commit()
+
+ def fetch_auth_token(self):
+ headers = {
+ 'gspappid': frappe.conf.einvoice_client_id,
+ 'gspappsecret': frappe.conf.einvoice_client_secret
+ }
+ res = {}
+ try:
+ res = self.make_request('post', self.authenticate_url, headers)
+ self.e_invoice_settings.auth_token = "{} {}".format(res.get('token_type'), res.get('access_token'))
+ self.e_invoice_settings.token_expiry = add_to_date(None, seconds=res.get('expires_in'))
+ self.e_invoice_settings.save()
+
+ except Exception:
+ self.log_error(res)
+ self.raise_error(True)
+
+ def get_headers(self):
+ return {
+ 'content-type': 'application/json',
+ 'user_name': self.credentials.username,
+ 'password': self.credentials.get_password(),
+ 'gstin': self.credentials.gstin,
+ 'authorization': self.get_auth_token(),
+ 'requestid': str(base64.b64encode(os.urandom(18))),
+ }
+
+ def fetch_gstin_details(self, gstin):
+ headers = self.get_headers()
+
+ try:
+ params = '?gstin={gstin}'.format(gstin=gstin)
+ res = self.make_request('get', self.gstin_details_url + params, headers)
+ if res.get('success'):
+ return res.get('result')
+ else:
+ self.log_error(res)
+ raise RequestFailed
+
+ except RequestFailed:
+ self.raise_error()
+
+ except Exception:
+ self.log_error()
+ self.raise_error(True)
+
+ @staticmethod
+ def get_gstin_details(gstin):
+ '''fetch and cache GSTIN details'''
+ if not hasattr(frappe.local, 'gstin_cache'):
+ frappe.local.gstin_cache = {}
+
+ key = gstin
+ gsp_connector = GSPConnector()
+ details = gsp_connector.fetch_gstin_details(gstin)
+
+ frappe.local.gstin_cache[key] = details
+ frappe.cache().hset('gstin_cache', key, details)
+ return details
+
+ def generate_irn(self):
+ headers = self.get_headers()
+ einvoice = make_einvoice(self.invoice)
+ data = json.dumps(einvoice, indent=4)
+
+ try:
+ res = self.make_request('post', self.generate_irn_url, headers, data)
+ if res.get('success'):
+ self.set_einvoice_data(res.get('result'))
+
+ elif '2150' in res.get('message'):
+ # IRN already generated but not updated in invoice
+ # Extract the IRN from the response description and fetch irn details
+ irn = res.get('result')[0].get('Desc').get('Irn')
+ irn_details = self.get_irn_details(irn)
+ if irn_details:
+ self.set_einvoice_data(irn_details)
+ else:
+ raise RequestFailed('IRN has already been generated for the invoice but cannot fetch details for the it. \
+ Contact ERPNext support to resolve the issue.')
+
+ else:
+ raise RequestFailed
+
+ except RequestFailed:
+ errors = self.sanitize_error_message(res.get('message'))
+ self.raise_error(errors=errors)
+
+ except Exception:
+ self.log_error(data)
+ self.raise_error(True)
+
+ def get_irn_details(self, irn):
+ headers = self.get_headers()
+
+ try:
+ params = '?irn={irn}'.format(irn=irn)
+ res = self.make_request('get', self.irn_details_url + params, headers)
+ if res.get('success'):
+ return res.get('result')
+ else:
+ raise RequestFailed
+
+ except RequestFailed:
+ errors = self.sanitize_error_message(res.get('message'))
+ self.raise_error(errors=errors)
+
+ except Exception:
+ self.log_error()
+ self.raise_error(True)
+
+ def cancel_irn(self, irn, reason, remark):
+ headers = self.get_headers()
+ data = json.dumps({
+ 'Irn': irn,
+ 'Cnlrsn': reason,
+ 'Cnlrem': remark
+ }, indent=4)
+
+ try:
+ res = self.make_request('post', self.cancel_irn_url, headers, data)
+ if res.get('success'):
+ self.invoice.irn_cancelled = 1
+ self.invoice.flags.updater_reference = {
+ 'doctype': self.invoice.doctype,
+ 'docname': self.invoice.name,
+ 'label': _('IRN Cancelled - {}').format(remark)
+ }
+ self.update_invoice()
+
+ else:
+ raise RequestFailed
+
+ except RequestFailed:
+ errors = self.sanitize_error_message(res.get('message'))
+ self.raise_error(errors=errors)
+
+ except Exception:
+ self.log_error(data)
+ self.raise_error(True)
+
+ def generate_eway_bill(self, **kwargs):
+ args = frappe._dict(kwargs)
+
+ headers = self.get_headers()
+ eway_bill_details = get_eway_bill_details(args)
+ data = json.dumps({
+ 'Irn': args.irn,
+ 'Distance': cint(eway_bill_details.distance),
+ 'TransMode': eway_bill_details.mode_of_transport,
+ 'TransId': eway_bill_details.gstin,
+ 'TransName': eway_bill_details.transporter,
+ 'TrnDocDt': eway_bill_details.document_date,
+ 'TrnDocNo': eway_bill_details.document_name,
+ 'VehNo': eway_bill_details.vehicle_no,
+ 'VehType': eway_bill_details.vehicle_type
+ }, indent=4)
+
+ try:
+ res = self.make_request('post', self.generate_ewaybill_url, headers, data)
+ if res.get('success'):
+ self.invoice.ewaybill = res.get('result').get('EwbNo')
+ self.invoice.eway_bill_cancelled = 0
+ self.invoice.update(args)
+ self.invoice.flags.updater_reference = {
+ 'doctype': self.invoice.doctype,
+ 'docname': self.invoice.name,
+ 'label': _('E-Way Bill Generated')
+ }
+ self.update_invoice()
+
+ else:
+ raise RequestFailed
+
+ except RequestFailed:
+ errors = self.sanitize_error_message(res.get('message'))
+ self.raise_error(errors=errors)
+
+ except Exception:
+ self.log_error(data)
+ self.raise_error(True)
+
+ def cancel_eway_bill(self, eway_bill, reason, remark):
+ headers = self.get_headers()
+ data = json.dumps({
+ 'ewbNo': eway_bill,
+ 'cancelRsnCode': reason,
+ 'cancelRmrk': remark
+ }, indent=4)
+
+ try:
+ res = self.make_request('post', self.cancel_ewaybill_url, headers, data)
+ if res.get('success'):
+ self.invoice.ewaybill = ''
+ self.invoice.eway_bill_cancelled = 1
+ self.invoice.flags.updater_reference = {
+ 'doctype': self.invoice.doctype,
+ 'docname': self.invoice.name,
+ 'label': _('E-Way Bill Cancelled - {}').format(remark)
+ }
+ self.update_invoice()
+
+ else:
+ raise RequestFailed
+
+ except RequestFailed:
+ errors = self.sanitize_error_message(res.get('message'))
+ self.raise_error(errors=errors)
+
+ except Exception:
+ self.log_error(data)
+ self.raise_error(True)
+
+ def sanitize_error_message(self, message):
+ '''
+ On validation errors, response message looks something like this:
+ message = '2174 : For inter-state transaction, CGST and SGST amounts are not applicable; only IGST amount is applicable,
+ 3095 : Supplier GSTIN is inactive'
+ we search for string between ':' to extract the error messages
+ errors = [
+ ': For inter-state transaction, CGST and SGST amounts are not applicable; only IGST amount is applicable, 3095 ',
+ ': Test'
+ ]
+ then we trim down the message by looping over errors
+ '''
+ errors = re.findall(': [^:]+', message)
+ for idx, e in enumerate(errors):
+ # remove colons
+ errors[idx] = errors[idx].replace(':', '').strip()
+ # if not last
+ if idx != len(errors) - 1:
+ # remove last 7 chars eg: ', 3095 '
+ errors[idx] = errors[idx][:-6]
+
+ return errors
+
+ def log_error(self, data={}):
+ if not isinstance(data, dict):
+ data = json.loads(data)
+
+ seperator = "--" * 50
+ err_tb = traceback.format_exc()
+ err_msg = str(sys.exc_info()[1])
+ data = json.dumps(data, indent=4)
+
+ message = "\n".join([
+ "Error", err_msg, seperator,
+ "Data:", data, seperator,
+ "Exception:", err_tb
+ ])
+ frappe.log_error(title=_('E Invoice Request Failed'), message=message)
+
+ def raise_error(self, raise_exception=False, errors=[]):
+ title = _('E Invoice Request Failed')
+ if errors:
+ frappe.throw(errors, title=title, as_list=1)
+ else:
+ link_to_error_list = '<a href="desk#List/Error Log/List?method=E Invoice Request Failed">Error Log</a>'
+ frappe.msgprint(
+ _('An error occurred while making e-invoicing request. Please check {} for more information.').format(link_to_error_list),
+ title=title,
+ raise_exception=raise_exception,
+ indicator='red'
+ )
+
+ def set_einvoice_data(self, res):
+ enc_signed_invoice = res.get('SignedInvoice')
+ dec_signed_invoice = jwt.decode(enc_signed_invoice, verify=False)['data']
+
+ self.invoice.irn = res.get('Irn')
+ self.invoice.ewaybill = res.get('EwbNo')
+ self.invoice.signed_einvoice = dec_signed_invoice
+ self.invoice.signed_qr_code = res.get('SignedQRCode')
+
+ self.attach_qrcode_image()
+
+ self.invoice.flags.updater_reference = {
+ 'doctype': self.invoice.doctype,
+ 'docname': self.invoice.name,
+ 'label': _('IRN Generated')
+ }
+ self.update_invoice()
+
+ def attach_qrcode_image(self):
+ qrcode = self.invoice.signed_qr_code
+ doctype = self.invoice.doctype
+ docname = self.invoice.name
+
+ _file = frappe.new_doc('File')
+ _file.update({
+ 'file_name': 'QRCode_{}.png'.format(docname.replace('/', '-')),
+ 'attached_to_doctype': doctype,
+ 'attached_to_name': docname,
+ 'content': 'qrcode',
+ 'is_private': 1
+ })
+ _file.insert()
+ frappe.db.commit()
+ url = qrcreate(qrcode, error='L')
+ abs_file_path = os.path.abspath(_file.get_full_path())
+ url.png(abs_file_path, scale=2, quiet_zone=1)
+
+ self.invoice.qrcode_image = _file.file_url
+
+ def update_invoice(self):
+ self.invoice.flags.ignore_validate_update_after_submit = True
+ self.invoice.flags.ignore_validate = True
+ self.invoice.save()
+
+@frappe.whitelist()
+def get_einvoice(doctype, docname):
+ invoice = frappe.get_doc(doctype, docname)
+ return make_einvoice(invoice)
+
+@frappe.whitelist()
+def generate_irn(doctype, docname):
+ gsp_connector = GSPConnector(doctype, docname)
+ gsp_connector.generate_irn()
+
+@frappe.whitelist()
+def cancel_irn(doctype, docname, irn, reason, remark):
+ gsp_connector = GSPConnector(doctype, docname)
+ gsp_connector.cancel_irn(irn, reason, remark)
+
+@frappe.whitelist()
+def generate_eway_bill(doctype, docname, **kwargs):
+ gsp_connector = GSPConnector(doctype, docname)
+ gsp_connector.generate_eway_bill(**kwargs)
+
+@frappe.whitelist()
+def cancel_eway_bill(doctype, docname, eway_bill, reason, remark):
+ gsp_connector = GSPConnector(doctype, docname)
+ gsp_connector.cancel_eway_bill(eway_bill, reason, remark)
\ No newline at end of file
diff --git a/erpnext/regional/india/setup.py b/erpnext/regional/india/setup.py
index cbcd6e3..5261984 100644
--- a/erpnext/regional/india/setup.py
+++ b/erpnext/regional/india/setup.py
@@ -7,7 +7,7 @@
from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
from frappe.permissions import add_permission, update_permission_property
from erpnext.regional.india import states
-from erpnext.accounts.utils import get_fiscal_year
+from erpnext.accounts.utils import get_fiscal_year, FiscalYearError
from frappe.utils import today
def setup(company=None, patch=True):
@@ -87,7 +87,7 @@
)).insert()
def add_permissions():
- for doctype in ('GST HSN Code', 'GST Settings', 'GSTR 3B Report', 'Lower Deduction Certificate'):
+ for doctype in ('GST HSN Code', 'GST Settings', 'GSTR 3B Report', 'Lower Deduction Certificate', 'E Invoice Settings'):
add_permission(doctype, 'All', 0)
for role in ('Accounts Manager', 'Accounts User', 'System Manager'):
add_permission(doctype, role, 0)
@@ -103,9 +103,10 @@
def add_print_formats():
frappe.reload_doc("regional", "print_format", "gst_tax_invoice")
frappe.reload_doc("accounts", "print_format", "gst_pos_invoice")
+ frappe.reload_doc("accounts", "print_format", "GST E-Invoice")
frappe.db.sql(""" update `tabPrint Format` set disabled = 0 where
- name in('GST POS Invoice', 'GST Tax Invoice') """)
+ name in('GST POS Invoice', 'GST Tax Invoice', 'GST E-Invoice') """)
def make_custom_fields(update=True):
hsn_sac_field = dict(fieldname='gst_hsn_code', label='HSN/SAC',
@@ -351,7 +352,6 @@
'label': 'Mode of Transport',
'fieldtype': 'Select',
'options': '\nRoad\nAir\nRail\nShip',
- 'default': 'Road',
'insert_after': 'transporter_name',
'print_hide': 1,
'translatable': 0
@@ -388,13 +388,34 @@
'fieldname': 'ewaybill',
'label': 'E-Way Bill No.',
'fieldtype': 'Data',
- 'depends_on': 'eval:(doc.docstatus === 1)',
+ 'depends_on': 'eval:((doc.docstatus === 1 || doc.ewaybill) && doc.eway_bill_cancelled === 0)',
'allow_on_submit': 1,
'insert_after': 'tax_id',
'translatable': 0
}
]
+ si_einvoice_fields = [
+ dict(fieldname='irn', label='IRN', fieldtype='Data', read_only=1, insert_after='customer', no_copy=1, print_hide=1,
+ depends_on='eval:in_list(["Registered Regular", "SEZ", "Overseas", "Deemed Export"], doc.gst_category) && doc.irn_cancelled === 0'),
+
+ dict(fieldname='ack_no', label='Ack. No.', fieldtype='Data', read_only=1, hidden=1, insert_after='irn', no_copy=1, print_hide=1),
+
+ dict(fieldname='ack_date', label='Ack. Date', fieldtype='Data', read_only=1, hidden=1, insert_after='ack_no', no_copy=1, print_hide=1),
+
+ dict(fieldname='irn_cancelled', label='IRN Cancelled', fieldtype='Check', no_copy=1, print_hide=1,
+ depends_on='eval:(doc.irn_cancelled === 1)', read_only=1, allow_on_submit=1, insert_after='customer'),
+
+ dict(fieldname='eway_bill_cancelled', label='E-Way Bill Cancelled', fieldtype='Check', no_copy=1, print_hide=1,
+ depends_on='eval:(doc.eway_bill_cancelled === 1)', read_only=1, allow_on_submit=1, insert_after='customer'),
+
+ dict(fieldname='signed_einvoice', fieldtype='Code', options='JSON', hidden=1, no_copy=1, print_hide=1, read_only=1),
+
+ dict(fieldname='signed_qr_code', fieldtype='Code', options='JSON', hidden=1, no_copy=1, print_hide=1, read_only=1),
+
+ dict(fieldname='qrcode_image', label='QRCode', fieldtype='Attach Image', hidden=1, no_copy=1, print_hide=1, read_only=1)
+ ]
+
custom_fields = {
'Address': [
dict(fieldname='gstin', label='Party GSTIN', fieldtype='Data',
@@ -407,7 +428,7 @@
'Purchase Invoice': purchase_invoice_gst_category + invoice_gst_fields + purchase_invoice_itc_fields + purchase_invoice_gst_fields,
'Purchase Order': purchase_invoice_gst_fields,
'Purchase Receipt': purchase_invoice_gst_fields,
- 'Sales Invoice': sales_invoice_gst_category + invoice_gst_fields + sales_invoice_shipping_fields + sales_invoice_gst_fields + si_ewaybill_fields,
+ 'Sales Invoice': sales_invoice_gst_category + invoice_gst_fields + sales_invoice_shipping_fields + sales_invoice_gst_fields + si_ewaybill_fields + si_einvoice_fields,
'Delivery Note': sales_invoice_gst_fields + ewaybill_fields + sales_invoice_shipping_fields,
'Sales Order': sales_invoice_gst_fields,
'Tax Category': inter_state_gst_field,
@@ -608,15 +629,20 @@
def set_tax_withholding_category(company):
accounts = []
+ fiscal_year = None
abbr = frappe.get_value("Company", company, "abbr")
tds_account = frappe.get_value("Account", 'TDS Payable - {0}'.format(abbr), 'name')
if company and tds_account:
accounts = [dict(company=company, account=tds_account)]
- fiscal_year = get_fiscal_year(today(), company=company)[0]
- docs = get_tds_details(accounts, fiscal_year)
+ try:
+ fiscal_year = get_fiscal_year(today(), verbose=0, company=company)[0]
+ except FiscalYearError:
+ pass
+ docs = get_tds_details(accounts, fiscal_year)
+
for d in docs:
try:
doc = frappe.get_doc(d)
@@ -629,11 +655,14 @@
if accounts:
doc.append("accounts", accounts[0])
- # if fiscal year don't match with any of the already entered data, append rate row
- fy_exist = [k for k in doc.get('rates') if k.get('fiscal_year')==fiscal_year]
- if not fy_exist:
- doc.append("rates", d.get('rates')[0])
-
+ if fiscal_year:
+ # if fiscal year don't match with any of the already entered data, append rate row
+ fy_exist = [k for k in doc.get('rates') if k.get('fiscal_year')==fiscal_year]
+ if not fy_exist:
+ doc.append("rates", d.get('rates')[0])
+
+ doc.flags.ignore_permissions = True
+ doc.flags.ignore_mandatory = True
doc.save()
def set_tds_account(docs, company):
diff --git a/erpnext/regional/india/utils.py b/erpnext/regional/india/utils.py
index f8520c2..0d82638 100644
--- a/erpnext/regional/india/utils.py
+++ b/erpnext/regional/india/utils.py
@@ -48,12 +48,15 @@
validate_gstin_check_digit(doc.gstin)
set_gst_state_and_state_number(doc)
+ if not doc.gst_state:
+ frappe.throw(_("Please Enter GST state"))
+
if doc.gst_state_number != doc.gstin[:2]:
frappe.throw(_("Invalid GSTIN! First 2 digits of GSTIN should match with State number {0}.")
.format(doc.gst_state_number))
def validate_tax_category(doc, method):
- if doc.get('gst_state') and frappe.db.get_value('Tax category', {'gst_state': doc.gst_state, 'is_inter_state': doc.is_inter_state}):
+ if doc.get('gst_state') and frappe.db.get_value('Tax Category', {'gst_state': doc.gst_state, 'is_inter_state': doc.is_inter_state}):
if doc.is_inter_state:
frappe.throw(_("Inter State tax category for GST State {0} already exists").format(doc.gst_state))
else:
diff --git a/erpnext/selling/doctype/quotation/quotation.js b/erpnext/selling/doctype/quotation/quotation.js
index 661e107..5a0d9c9 100644
--- a/erpnext/selling/doctype/quotation/quotation.js
+++ b/erpnext/selling/doctype/quotation/quotation.js
@@ -7,7 +7,7 @@
frappe.ui.form.on('Quotation', {
setup: function(frm) {
frm.custom_make_buttons = {
- 'Sales Order': 'Make Sales Order'
+ 'Sales Order': 'Sales Order'
},
frm.set_query("quotation_to", function() {
diff --git a/erpnext/selling/doctype/quotation/quotation.py b/erpnext/selling/doctype/quotation/quotation.py
index d5428e2..5da248c 100644
--- a/erpnext/selling/doctype/quotation/quotation.py
+++ b/erpnext/selling/doctype/quotation/quotation.py
@@ -25,7 +25,6 @@
def validate(self):
super(Quotation, self).validate()
self.set_status()
- self.update_opportunity()
self.validate_uom_is_integer("stock_uom", "qty")
self.validate_valid_till()
self.set_customer_name()
@@ -50,21 +49,20 @@
lead_name, company_name = frappe.db.get_value("Lead", self.party_name, ["lead_name", "company_name"])
self.customer_name = company_name or lead_name
- def update_opportunity(self):
+ def update_opportunity(self, status):
for opportunity in list(set([d.prevdoc_docname for d in self.get("items")])):
if opportunity:
- self.update_opportunity_status(opportunity)
+ self.update_opportunity_status(status, opportunity)
if self.opportunity:
- self.update_opportunity_status()
+ self.update_opportunity_status(status)
- def update_opportunity_status(self, opportunity=None):
+ def update_opportunity_status(self, status, opportunity=None):
if not opportunity:
opportunity = self.opportunity
opp = frappe.get_doc("Opportunity", opportunity)
- opp.status = None
- opp.set_status(update=True)
+ opp.set_status(status=status, update=True)
def declare_enquiry_lost(self, lost_reasons_list, detailed_reason=None):
if not self.has_sales_order():
@@ -82,7 +80,7 @@
else:
frappe.throw(_("Invalid lost reason {0}, please create a new lost reason").format(frappe.bold(reason.get('lost_reason'))))
- self.update_opportunity()
+ self.update_opportunity('Lost')
self.update_lead()
self.save()
@@ -95,7 +93,7 @@
self.company, self.base_grand_total, self)
#update enquiry status
- self.update_opportunity()
+ self.update_opportunity('Quotation')
self.update_lead()
def on_cancel(self):
@@ -105,7 +103,7 @@
#update enquiry status
self.set_status(update=True)
- self.update_opportunity()
+ self.update_opportunity('Open')
self.update_lead()
def print_other_charges(self,docname):
diff --git a/erpnext/selling/doctype/sales_order/sales_order.py b/erpnext/selling/doctype/sales_order/sales_order.py
index 9388e09..1516dd6 100755
--- a/erpnext/selling/doctype/sales_order/sales_order.py
+++ b/erpnext/selling/doctype/sales_order/sales_order.py
@@ -158,7 +158,6 @@
frappe.throw(_("Quotation {0} is cancelled").format(quotation))
doc.set_status(update=True)
- doc.update_opportunity()
def validate_drop_ship(self):
for d in self.get('items'):
@@ -830,56 +829,49 @@
frappe.throw(_("Please set a Supplier against the Items to be considered in the Purchase Order."))
for supplier in suppliers:
- po = frappe.get_list("Purchase Order", filters={"sales_order":source_name, "supplier":supplier, "docstatus": ("<", "2")})
- if len(po) == 0:
- doc = get_mapped_doc("Sales Order", source_name, {
- "Sales Order": {
- "doctype": "Purchase Order",
- "field_no_map": [
- "address_display",
- "contact_display",
- "contact_mobile",
- "contact_email",
- "contact_person",
- "taxes_and_charges",
- "shipping_address",
- "terms"
- ],
- "validation": {
- "docstatus": ["=", 1]
- }
- },
- "Sales Order Item": {
- "doctype": "Purchase Order Item",
- "field_map": [
- ["name", "sales_order_item"],
- ["parent", "sales_order"],
- ["stock_uom", "stock_uom"],
- ["uom", "uom"],
- ["conversion_factor", "conversion_factor"],
- ["delivery_date", "schedule_date"]
- ],
- "field_no_map": [
- "rate",
- "price_list_rate",
- "item_tax_template",
- "discount_percentage",
- "discount_amount",
- "pricing_rules"
- ],
- "postprocess": update_item,
- "condition": lambda doc: doc.ordered_qty < doc.stock_qty and doc.supplier == supplier and doc.item_code in items_to_map
+ doc = get_mapped_doc("Sales Order", source_name, {
+ "Sales Order": {
+ "doctype": "Purchase Order",
+ "field_no_map": [
+ "address_display",
+ "contact_display",
+ "contact_mobile",
+ "contact_email",
+ "contact_person",
+ "taxes_and_charges",
+ "shipping_address",
+ "terms"
+ ],
+ "validation": {
+ "docstatus": ["=", 1]
}
- }, target_doc, set_missing_values)
+ },
+ "Sales Order Item": {
+ "doctype": "Purchase Order Item",
+ "field_map": [
+ ["name", "sales_order_item"],
+ ["parent", "sales_order"],
+ ["stock_uom", "stock_uom"],
+ ["uom", "uom"],
+ ["conversion_factor", "conversion_factor"],
+ ["delivery_date", "schedule_date"]
+ ],
+ "field_no_map": [
+ "rate",
+ "price_list_rate",
+ "item_tax_template",
+ "discount_percentage",
+ "discount_amount",
+ "pricing_rules"
+ ],
+ "postprocess": update_item,
+ "condition": lambda doc: doc.ordered_qty < doc.stock_qty and doc.supplier == supplier and doc.item_code in items_to_map
+ }
+ }, target_doc, set_missing_values)
- doc.insert()
- else:
- suppliers =[]
- if suppliers:
+ doc.insert()
frappe.db.commit()
return doc
- else:
- frappe.msgprint(_("Purchase Order already created for all Sales Order items"))
@frappe.whitelist()
def make_purchase_order(source_name, selected_items=None, target_doc=None):
@@ -1094,4 +1086,4 @@
if not total_produced_qty and frappe.flags.in_patch: return
- frappe.db.set_value('Sales Order Item', sales_order_item, 'produced_qty', total_produced_qty)
\ No newline at end of file
+ frappe.db.set_value('Sales Order Item', sales_order_item, 'produced_qty', total_produced_qty)
diff --git a/erpnext/selling/doctype/sales_order/test_sales_order.py b/erpnext/selling/doctype/sales_order/test_sales_order.py
index 643e7cf..e259367 100644
--- a/erpnext/selling/doctype/sales_order/test_sales_order.py
+++ b/erpnext/selling/doctype/sales_order/test_sales_order.py
@@ -772,6 +772,59 @@
so.load_from_db()
so.cancel()
+ def test_drop_shipping_partial_order(self):
+ from erpnext.selling.doctype.sales_order.sales_order import make_purchase_order_for_default_supplier, \
+ update_status as so_update_status
+
+ # make items
+ po_item1 = make_item("_Test Item for Drop Shipping 1", {"is_stock_item": 1, "delivered_by_supplier": 1})
+ po_item2 = make_item("_Test Item for Drop Shipping 2", {"is_stock_item": 1, "delivered_by_supplier": 1})
+
+ so_items = [
+ {
+ "item_code": po_item1.item_code,
+ "warehouse": "",
+ "qty": 2,
+ "rate": 400,
+ "delivered_by_supplier": 1,
+ "supplier": '_Test Supplier'
+ },
+ {
+ "item_code": po_item2.item_code,
+ "warehouse": "",
+ "qty": 2,
+ "rate": 400,
+ "delivered_by_supplier": 1,
+ "supplier": '_Test Supplier'
+ }
+ ]
+
+ # create so and po
+ so = make_sales_order(item_list=so_items, do_not_submit=True)
+ so.submit()
+
+ # create po for only one item
+ po1 = make_purchase_order_for_default_supplier(so.name, selected_items=[so_items[0]])
+ po1.submit()
+
+ self.assertEqual(so.customer, po1.customer)
+ self.assertEqual(po1.items[0].sales_order, so.name)
+ self.assertEqual(po1.items[0].item_code, po_item1.item_code)
+ #test po item length
+ self.assertEqual(len(po1.items), 1)
+
+ # create po for remaining item
+ po2 = make_purchase_order_for_default_supplier(so.name, selected_items=[so_items[1]])
+ po2.submit()
+
+ # teardown
+ so_update_status("Draft", so.name)
+
+ po1.cancel()
+ po2.cancel()
+ so.load_from_db()
+ so.cancel()
+
def test_reserved_qty_for_closing_so(self):
bin = frappe.get_all("Bin", filters={"item_code": "_Test Item", "warehouse": "_Test Warehouse - _TC"},
fields=["reserved_qty"])
diff --git a/erpnext/selling/doctype/sales_order_item/sales_order_item.json b/erpnext/selling/doctype/sales_order_item/sales_order_item.json
index eff17f8..159655b 100644
--- a/erpnext/selling/doctype/sales_order_item/sales_order_item.json
+++ b/erpnext/selling/doctype/sales_order_item/sales_order_item.json
@@ -785,7 +785,7 @@
"idx": 1,
"istable": 1,
"links": [],
- "modified": "2020-05-29 20:54:32.309460",
+ "modified": "2020-012-07 20:54:32.309460",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Order Item",
diff --git a/erpnext/selling/page/point_of_sale/pos_controller.js b/erpnext/selling/page/point_of_sale/pos_controller.js
index 07f58ae..faf9b5c 100644
--- a/erpnext/selling/page/point_of_sale/pos_controller.js
+++ b/erpnext/selling/page/point_of_sale/pos_controller.js
@@ -118,6 +118,15 @@
});
}
+ set_opening_entry_status() {
+ this.page.set_title_sub(
+ `<span class="indicator orange">
+ <a class="text-muted" href="#Form/POS%20Opening%20Entry/${this.pos_opening}">
+ Opened at ${moment(this.pos_opening_time).format("Do MMMM, h:mma")}
+ </a>
+ </span>`);
+ }
+
make_app() {
this.prepare_dom();
this.prepare_components();
diff --git a/erpnext/selling/page/point_of_sale/pos_item_cart.js b/erpnext/selling/page/point_of_sale/pos_item_cart.js
index 0c8ee70..37c87bd 100644
--- a/erpnext/selling/page/point_of_sale/pos_item_cart.js
+++ b/erpnext/selling/page/point_of_sale/pos_item_cart.js
@@ -5,7 +5,7 @@
this.customer_info = undefined;
this.hide_images = settings.hide_images;
this.allowed_customer_groups = settings.customer_groups;
-
+
this.init_component();
}
@@ -416,6 +416,7 @@
}
update_customer_section() {
+ const me = this;
const { customer, email_id='', mobile_no='', image } = this.customer_info || {};
if (customer) {
diff --git a/erpnext/selling/page/point_of_sale/pos_item_selector.js b/erpnext/selling/page/point_of_sale/pos_item_selector.js
index 740fd01..e28551d 100644
--- a/erpnext/selling/page/point_of_sale/pos_item_selector.js
+++ b/erpnext/selling/page/point_of_sale/pos_item_selector.js
@@ -7,7 +7,7 @@
this.pos_profile = pos_profile;
this.hide_images = settings.hide_images;
this.auto_add_item = settings.auto_add_item_to_cart;
-
+
this.inti_component();
}
@@ -260,7 +260,7 @@
add_filtered_item_to_cart() {
this.$items_container.find(".item-wrapper").click();
}
-
+
resize_selector(minimize) {
minimize ?
this.$component.find('.filter-section').css('grid-template-columns', 'repeat(1, minmax(0, 1fr))') :
diff --git a/erpnext/selling/report/sales_analytics/sales_analytics.js b/erpnext/selling/report/sales_analytics/sales_analytics.js
index 0e565a3..9089b53 100644
--- a/erpnext/selling/report/sales_analytics/sales_analytics.js
+++ b/erpnext/selling/report/sales_analytics/sales_analytics.js
@@ -74,67 +74,71 @@
return Object.assign(options, {
checkboxColumn: true,
events: {
- onCheckRow: function(data) {
+ onCheckRow: function (data) {
+ if (!data) return;
+ const data_doctype = $(
+ data[2].html
+ )[0].attributes.getNamedItem("data-doctype").value;
+ const tree_type = frappe.query_report.filters[0].value;
+ if (data_doctype != tree_type) return;
+
row_name = data[2].content;
length = data.length;
- var tree_type = frappe.query_report.filters[0].value;
-
- if(tree_type == "Customer") {
- row_values = data.slice(4,length-1).map(function (column) {
- return column.content;
- })
+ if (tree_type == "Customer") {
+ row_values = data
+ .slice(4, length - 1)
+ .map(function (column) {
+ return column.content;
+ });
} else if (tree_type == "Item") {
- row_values = data.slice(5,length-1).map(function (column) {
- return column.content;
- })
- }
- else {
- row_values = data.slice(3,length-1).map(function (column) {
- return column.content;
- })
+ row_values = data
+ .slice(5, length - 1)
+ .map(function (column) {
+ return column.content;
+ });
+ } else {
+ row_values = data
+ .slice(3, length - 1)
+ .map(function (column) {
+ return column.content;
+ });
}
entry = {
- 'name':row_name,
- 'values':row_values
- }
+ name: row_name,
+ values: row_values,
+ };
let raw_data = frappe.query_report.chart.data;
let new_datasets = raw_data.datasets;
- var found = false;
-
- for(var i=0; i < new_datasets.length;i++){
- if(new_datasets[i].name == row_name){
- found = true;
- new_datasets.splice(i,1);
- break;
+ let element_found = new_datasets.some((element, index, array)=>{
+ if(element.name == row_name){
+ array.splice(index, 1)
+ return true
}
- }
+ return false
+ })
- if(!found){
+ if (!element_found) {
new_datasets.push(entry);
}
let new_data = {
labels: raw_data.labels,
- datasets: new_datasets
- }
-
- setTimeout(() => {
- frappe.query_report.chart.update(new_data)
- }, 500)
-
-
- setTimeout(() => {
- frappe.query_report.chart.draw(true);
- }, 1000)
+ datasets: new_datasets,
+ };
+ chart_options = {
+ data: new_data,
+ type: "line",
+ };
+ frappe.query_report.render_chart(chart_options);
frappe.query_report.raw_chart_data = new_data;
},
- }
- })
+ },
+ });
},
}
diff --git a/erpnext/setup/doctype/company/delete_company_transactions.py b/erpnext/setup/doctype/company/delete_company_transactions.py
index 566f20c..7a72fe3 100644
--- a/erpnext/setup/doctype/company/delete_company_transactions.py
+++ b/erpnext/setup/doctype/company/delete_company_transactions.py
@@ -28,7 +28,7 @@
"Party Account", "Employee", "Sales Taxes and Charges Template",
"Purchase Taxes and Charges Template", "POS Profile", "BOM",
"Company", "Bank Account", "Item Tax Template", "Mode Of Payment",
- "Item Default"):
+ "Item Default", "Customer", "Supplier"):
delete_for_doctype(doctype, company_name)
# reset company values
diff --git a/erpnext/setup/doctype/company/test_records.json b/erpnext/setup/doctype/company/test_records.json
index 2130241..9e55702 100644
--- a/erpnext/setup/doctype/company/test_records.json
+++ b/erpnext/setup/doctype/company/test_records.json
@@ -7,7 +7,8 @@
"doctype": "Company",
"domain": "Manufacturing",
"chart_of_accounts": "Standard",
- "default_holiday_list": "_Test Holiday List"
+ "default_holiday_list": "_Test Holiday List",
+ "enable_perpetual_inventory": 0
},
{
"abbr": "_TC1",
@@ -17,7 +18,8 @@
"doctype": "Company",
"domain": "Retail",
"chart_of_accounts": "Standard",
- "default_holiday_list": "_Test Holiday List"
+ "default_holiday_list": "_Test Holiday List",
+ "enable_perpetual_inventory": 0
},
{
"abbr": "_TC2",
@@ -27,7 +29,8 @@
"doctype": "Company",
"domain": "Retail",
"chart_of_accounts": "Standard",
- "default_holiday_list": "_Test Holiday List"
+ "default_holiday_list": "_Test Holiday List",
+ "enable_perpetual_inventory": 0
},
{
"abbr": "_TC3",
@@ -38,7 +41,8 @@
"doctype": "Company",
"domain": "Manufacturing",
"chart_of_accounts": "Standard",
- "default_holiday_list": "_Test Holiday List"
+ "default_holiday_list": "_Test Holiday List",
+ "enable_perpetual_inventory": 0
},
{
"abbr": "_TC4",
@@ -50,7 +54,8 @@
"doctype": "Company",
"domain": "Manufacturing",
"chart_of_accounts": "Standard",
- "default_holiday_list": "_Test Holiday List"
+ "default_holiday_list": "_Test Holiday List",
+ "enable_perpetual_inventory": 0
},
{
"abbr": "_TC5",
@@ -61,7 +66,8 @@
"doctype": "Company",
"domain": "Manufacturing",
"chart_of_accounts": "Standard",
- "default_holiday_list": "_Test Holiday List"
+ "default_holiday_list": "_Test Holiday List",
+ "enable_perpetual_inventory": 0
},
{
"abbr": "TCP1",
diff --git a/erpnext/setup/workspace/home/home.json b/erpnext/setup/workspace/home/home.json
index 13c1172..69ca7cf 100644
--- a/erpnext/setup/workspace/home/home.json
+++ b/erpnext/setup/workspace/home/home.json
@@ -417,7 +417,7 @@
"type": "Link"
}
],
- "modified": "2020-12-16 10:24:52.088466",
+ "modified": "2021-01-01 12:13:16.055668",
"modified_by": "Administrator",
"module": "Setup",
"name": "Home",
diff --git a/erpnext/stock/doctype/batch/test_batch.py b/erpnext/stock/doctype/batch/test_batch.py
index c2a3d3c..e41f1a8 100644
--- a/erpnext/stock/doctype/batch/test_batch.py
+++ b/erpnext/stock/doctype/batch/test_batch.py
@@ -8,13 +8,8 @@
from erpnext.stock.doctype.batch.batch import get_batch_qty, UnableToSelectBatchError, get_batch_no
from frappe.utils import cint, flt
-from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory
class TestBatch(unittest.TestCase):
-
- def setUp(self):
- set_perpetual_inventory(0)
-
def test_item_has_batch_enabled(self):
self.assertRaises(ValidationError, frappe.get_doc({
"doctype": "Batch",
diff --git a/erpnext/stock/doctype/bin/bin.py b/erpnext/stock/doctype/bin/bin.py
index 7acdec7..ab19b77 100644
--- a/erpnext/stock/doctype/bin/bin.py
+++ b/erpnext/stock/doctype/bin/bin.py
@@ -16,22 +16,30 @@
def update_stock(self, args, allow_negative_stock=False, via_landed_cost_voucher=False):
'''Called from erpnext.stock.utils.update_bin'''
self.update_qty(args)
-
if args.get("actual_qty") or args.get("voucher_type") == "Stock Reconciliation":
- from erpnext.stock.stock_ledger import update_entries_after
+ from erpnext.stock.stock_ledger import update_entries_after, update_qty_in_future_sle
if not args.get("posting_date"):
args["posting_date"] = nowdate()
+ if args.get("is_cancelled") and via_landed_cost_voucher:
+ return
+
+ # Reposts only current voucher SL Entries
+ # Updates valuation rate, stock value, stock queue for current transaction
update_entries_after({
"item_code": self.item_code,
"warehouse": self.warehouse,
"posting_date": args.get("posting_date"),
"posting_time": args.get("posting_time"),
+ "voucher_type": args.get("voucher_type"),
"voucher_no": args.get("voucher_no"),
- "sle_id": args.sle_id
+ "sle_id": args.name
}, allow_negative_stock=allow_negative_stock, via_landed_cost_voucher=via_landed_cost_voucher)
+ # Update qty_after_transaction in future SLEs of this item and warehouse
+ update_qty_in_future_sle(args)
+
def update_qty(self, args):
# update the stock values (for current quantities)
if args.get("voucher_type")=="Stock Reconciliation":
diff --git a/erpnext/stock/doctype/delivery_note/delivery_note.js b/erpnext/stock/doctype/delivery_note/delivery_note.js
index 03921c5..ee18042 100644
--- a/erpnext/stock/doctype/delivery_note/delivery_note.js
+++ b/erpnext/stock/doctype/delivery_note/delivery_note.js
@@ -7,14 +7,16 @@
frappe.provide("erpnext.stock");
frappe.provide("erpnext.stock.delivery_note");
+frappe.provide("erpnext.accounts.dimensions");
frappe.ui.form.on("Delivery Note", {
setup: function(frm) {
frm.custom_make_buttons = {
'Packing Slip': 'Packing Slip',
'Installation Note': 'Installation Note',
- 'Sales Invoice': 'Invoice',
+ 'Sales Invoice': 'Sales Invoice',
'Stock Entry': 'Return',
+ 'Shipment': 'Shipment'
},
frm.set_indicator_formatter('item_code',
function(doc) {
@@ -75,7 +77,7 @@
}
});
-
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
print_without_amount: function(frm) {
@@ -317,6 +319,7 @@
company: function(frm) {
frm.trigger("unhide_account_head");
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
},
unhide_account_head: function(frm) {
diff --git a/erpnext/stock/doctype/delivery_note/delivery_note.py b/erpnext/stock/doctype/delivery_note/delivery_note.py
index 8bed16d..273399c 100644
--- a/erpnext/stock/doctype/delivery_note/delivery_note.py
+++ b/erpnext/stock/doctype/delivery_note/delivery_note.py
@@ -217,6 +217,7 @@
# because updating reserved qty in bin depends upon updated delivered qty in SO
self.update_stock_ledger()
self.make_gl_entries()
+ self.repost_future_sle_and_gle()
def on_cancel(self):
super(DeliveryNote, self).on_cancel()
@@ -234,7 +235,8 @@
self.cancel_packing_slips()
self.make_gl_entries_on_cancel()
- self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry')
+ self.repost_future_sle_and_gle()
+ self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry', 'Repost Item Valuation')
def check_credit_limit(self):
from erpnext.selling.doctype.customer.customer import check_credit_limit
@@ -596,6 +598,9 @@
pickup_contact_display += '<br>' + user.mobile_no
target.pickup_contact = pickup_contact_display
+ # As we are using session user details in the pickup_contact then pickup_contact_person will be session user
+ target.pickup_contact_person = frappe.session.user
+
contact = frappe.db.get_value("Contact", source.contact_person, ['email_id', 'phone', 'mobile_no'], as_dict=1)
delivery_contact_display = '{}'.format(source.contact_display)
if contact:
@@ -607,6 +612,13 @@
delivery_contact_display += '<br>' + contact.mobile_no
target.delivery_contact = delivery_contact_display
+ if source.shipping_address_name:
+ target.delivery_address_name = source.shipping_address_name
+ target.delivery_address = source.shipping_address
+ elif source.customer_address:
+ target.delivery_address_name = source.customer_address
+ target.delivery_address = source.address_display
+
doclist = get_mapped_doc("Delivery Note", source_name, {
"Delivery Note": {
"doctype": "Shipment",
@@ -615,9 +627,7 @@
"company": "pickup_company",
"company_address": "pickup_address_name",
"company_address_display": "pickup_address",
- "address_display": "delivery_address",
"customer": "delivery_customer",
- "shipping_address_name": "delivery_address_name",
"contact_person": "delivery_contact_name",
"contact_email": "delivery_contact_email"
},
@@ -635,7 +645,7 @@
}
}
}, target_doc, postprocess)
-
+
return doclist
@frappe.whitelist()
diff --git a/erpnext/stock/doctype/delivery_note/delivery_note_dashboard.py b/erpnext/stock/doctype/delivery_note/delivery_note_dashboard.py
index beeb9eb..47684d5 100644
--- a/erpnext/stock/doctype/delivery_note/delivery_note_dashboard.py
+++ b/erpnext/stock/doctype/delivery_note/delivery_note_dashboard.py
@@ -19,7 +19,7 @@
},
{
'label': _('Reference'),
- 'items': ['Sales Order', 'Quality Inspection']
+ 'items': ['Sales Order', 'Shipment', 'Quality Inspection']
},
{
'label': _('Returns'),
diff --git a/erpnext/stock/doctype/delivery_note/test_delivery_note.py b/erpnext/stock/doctype/delivery_note/test_delivery_note.py
index 6b4663a..559f8be 100644
--- a/erpnext/stock/doctype/delivery_note/test_delivery_note.py
+++ b/erpnext/stock/doctype/delivery_note/test_delivery_note.py
@@ -10,8 +10,7 @@
from frappe.utils import cint, nowdate, nowtime, cstr, add_days, flt, today
from erpnext.stock.stock_ledger import get_previous_sle
from erpnext.accounts.utils import get_balance_on
-from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt \
- import get_gl_entries, set_perpetual_inventory
+from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import get_gl_entries
from erpnext.stock.doctype.delivery_note.delivery_note import make_sales_invoice, make_delivery_trip
from erpnext.stock.doctype.stock_entry.test_stock_entry \
import make_stock_entry, make_serialized_item, get_qty_after_transaction
@@ -24,9 +23,6 @@
from erpnext.stock.doctype.item.test_item import create_item
class TestDeliveryNote(unittest.TestCase):
- def setUp(self):
- set_perpetual_inventory(0)
-
def test_over_billing_against_dn(self):
frappe.db.set_value("Stock Settings", None, "allow_negative_stock", 1)
@@ -43,7 +39,6 @@
def test_delivery_note_no_gl_entry(self):
company = frappe.db.get_value('Warehouse', '_Test Warehouse - _TC', 'company')
- set_perpetual_inventory(0, company)
make_stock_entry(target="_Test Warehouse - _TC", qty=5, basic_rate=100)
stock_queue = json.loads(get_previous_sle({
diff --git a/erpnext/stock/doctype/delivery_note_item/delivery_note_item.json b/erpnext/stock/doctype/delivery_note_item/delivery_note_item.json
index 7b47187..4bbf3de 100644
--- a/erpnext/stock/doctype/delivery_note_item/delivery_note_item.json
+++ b/erpnext/stock/doctype/delivery_note_item/delivery_note_item.json
@@ -56,6 +56,7 @@
"base_net_rate",
"base_net_amount",
"billed_amt",
+ "incoming_rate",
"item_weight_details",
"weight_per_unit",
"total_weight",
@@ -732,16 +733,22 @@
"depends_on": "returned_qty",
"fieldname": "returned_qty",
"fieldtype": "Float",
- "label": "Returned Qty in Stock UOM",
+ "label": "Returned Qty in Stock UOM"
+ },
+ {
+ "fieldname": "incoming_rate",
+ "fieldtype": "Currency",
+ "label": "Incoming Rate",
"no_copy": 1,
"print_hide": 1,
"read_only": 1
}
],
"idx": 1,
+ "index_web_pages_for_search": 1,
"istable": 1,
"links": [],
- "modified": "2020-07-31 20:12:43.054342",
+ "modified": "2020-12-07 19:59:27.119856",
"modified_by": "Administrator",
"module": "Stock",
"name": "Delivery Note Item",
diff --git a/erpnext/stock/doctype/item/test_records.json b/erpnext/stock/doctype/item/test_records.json
index 9ca887c..8f437b1 100644
--- a/erpnext/stock/doctype/item/test_records.json
+++ b/erpnext/stock/doctype/item/test_records.json
@@ -458,5 +458,15 @@
"item_tax_template": "_Test Item Tax Template 1"
}
]
+ },
+ {
+ "description": "_Test",
+ "doctype": "Item",
+ "is_stock_item": 1,
+ "item_code": "138-CMS Shoe",
+ "item_group": "_Test Item Group",
+ "item_name": "138-CMS Shoe",
+ "stock_uom": "_Test UOM",
+ "gst_hsn_code": "999800"
}
]
diff --git a/erpnext/stock/doctype/item_alternative/test_item_alternative.py b/erpnext/stock/doctype/item_alternative/test_item_alternative.py
index f045e4f..d5700fe 100644
--- a/erpnext/stock/doctype/item_alternative/test_item_alternative.py
+++ b/erpnext/stock/doctype/item_alternative/test_item_alternative.py
@@ -12,11 +12,9 @@
from erpnext.manufacturing.doctype.work_order.test_work_order import make_wo_order_test_record
from erpnext.buying.doctype.purchase_order.purchase_order import make_purchase_receipt, make_rm_stock_entry
import unittest
-from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory
class TestItemAlternative(unittest.TestCase):
def setUp(self):
- set_perpetual_inventory(0)
make_items()
def test_alternative_item_for_subcontract_rm(self):
diff --git a/erpnext/stock/doctype/item_quality_inspection_parameter/item_quality_inspection_parameter.json b/erpnext/stock/doctype/item_quality_inspection_parameter/item_quality_inspection_parameter.json
index 888bc2d..3e81619 100644
--- a/erpnext/stock/doctype/item_quality_inspection_parameter/item_quality_inspection_parameter.json
+++ b/erpnext/stock/doctype/item_quality_inspection_parameter/item_quality_inspection_parameter.json
@@ -8,26 +8,32 @@
"field_order": [
"specification",
"value",
+ "non_numeric",
"column_break_3",
+ "min_value",
+ "max_value",
+ "formula_based_criteria",
"acceptance_formula"
],
"fields": [
{
"fieldname": "specification",
- "fieldtype": "Data",
+ "fieldtype": "Link",
"in_list_view": 1,
"label": "Parameter",
"oldfieldname": "specification",
"oldfieldtype": "Data",
+ "options": "Quality Inspection Parameter",
"print_width": "200px",
"reqd": 1,
- "width": "200px"
+ "width": "100px"
},
{
+ "depends_on": "eval:(!doc.formula_based_criteria && doc.non_numeric)",
"fieldname": "value",
"fieldtype": "Data",
"in_list_view": 1,
- "label": "Acceptance Criteria",
+ "label": "Acceptance Criteria Value",
"oldfieldname": "value",
"oldfieldtype": "Data"
},
@@ -36,17 +42,45 @@
"fieldtype": "Column Break"
},
{
- "description": "Simple Python formula based on numeric Readings.<br> Example 1: <b>reading_1 > 0.2 and reading_1 < 0.5</b><br>\nExample 2: <b>(reading_1 + reading_2) / 2 < 10</b>",
+ "depends_on": "formula_based_criteria",
+ "description": "Simple Python formula applied on Reading fields.<br> Numeric eg. 1: <b>reading_1 > 0.2 and reading_1 < 0.5</b><br>\nNumeric eg. 2: <b>mean > 3.5</b> (mean of populated fields)<br>\nValue based eg.: <b>reading_value in (\"A\", \"B\", \"C\")</b>",
"fieldname": "acceptance_formula",
"fieldtype": "Code",
- "in_list_view": 1,
"label": "Acceptance Criteria Formula"
+ },
+ {
+ "default": "0",
+ "fieldname": "formula_based_criteria",
+ "fieldtype": "Check",
+ "label": "Formula Based Criteria"
+ },
+ {
+ "depends_on": "eval:(!doc.formula_based_criteria && !doc.non_numeric)",
+ "fieldname": "min_value",
+ "fieldtype": "Float",
+ "in_list_view": 1,
+ "label": "Minimum Value"
+ },
+ {
+ "depends_on": "eval:(!doc.formula_based_criteria && !doc.non_numeric)",
+ "fieldname": "max_value",
+ "fieldtype": "Float",
+ "in_list_view": 1,
+ "label": "Maximum Value"
+ },
+ {
+ "default": "0",
+ "fieldname": "non_numeric",
+ "fieldtype": "Check",
+ "in_list_view": 1,
+ "label": "Non-Numeric",
+ "width": "80px"
}
],
"idx": 1,
"istable": 1,
"links": [],
- "modified": "2020-11-16 16:33:42.421842",
+ "modified": "2021-01-07 21:32:49.866439",
"modified_by": "Administrator",
"module": "Stock",
"name": "Item Quality Inspection Parameter",
diff --git a/erpnext/stock/doctype/landed_cost_taxes_and_charges/landed_cost_taxes_and_charges.json b/erpnext/stock/doctype/landed_cost_taxes_and_charges/landed_cost_taxes_and_charges.json
index 0cc243d..64331c7 100644
--- a/erpnext/stock/doctype/landed_cost_taxes_and_charges/landed_cost_taxes_and_charges.json
+++ b/erpnext/stock/doctype/landed_cost_taxes_and_charges/landed_cost_taxes_and_charges.json
@@ -1,4 +1,5 @@
{
+ "actions": [],
"creation": "2014-07-11 11:51:00.453717",
"doctype": "DocType",
"editable_grid": 1,
@@ -31,16 +32,19 @@
"reqd": 1
},
{
+ "depends_on": "eval:cint(erpnext.is_perpetual_inventory_enabled(parent.company))",
"fieldname": "expense_account",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Expense Account",
+ "mandatory_depends_on": "eval:cint(erpnext.is_perpetual_inventory_enabled(parent.company))",
"options": "Account",
- "reqd": 1
+ "print_hide": 1
}
],
"istable": 1,
- "modified": "2019-09-30 18:28:32.070655",
+ "links": [],
+ "modified": "2020-12-04 00:22:14.373312",
"modified_by": "Administrator",
"module": "Stock",
"name": "Landed Cost Taxes and Charges",
diff --git a/erpnext/stock/doctype/landed_cost_voucher/landed_cost_voucher.py b/erpnext/stock/doctype/landed_cost_voucher/landed_cost_voucher.py
index bc3d326..9ec6b89 100644
--- a/erpnext/stock/doctype/landed_cost_voucher/landed_cost_voucher.py
+++ b/erpnext/stock/doctype/landed_cost_voucher/landed_cost_voucher.py
@@ -77,9 +77,9 @@
company_currency = erpnext.get_company_currency(self.company)
for account in self.taxes:
if get_account_currency(account.expense_account) != company_currency:
- frappe.throw(msg=_(""" Row {0}: Expense account currency should be same as company's default currency.
- Please select expense account with account currency as {1}""")
- .format(account.idx, frappe.bold(company_currency)), title=_("Invalid Account Currency"))
+ frappe.throw(_("Row {}: Expense account currency should be same as company's default currency.").format(account.idx)
+ + _("Please select expense account with account currency as {}.").format(frappe.bold(company_currency)),
+ title=_("Invalid Account Currency"))
def set_total_taxes_and_charges(self):
self.total_taxes_and_charges = sum([flt(d.amount) for d in self.get("taxes")])
@@ -121,7 +121,7 @@
doc.set_landed_cost_voucher_amount()
# set valuation amount in pr item
- doc.update_valuation_rate("items")
+ doc.update_valuation_rate(reset_outgoing_rate=False)
# db_update will update and save landed_cost_voucher_amount and voucher_amount in PR
for item in doc.get("items"):
@@ -143,6 +143,7 @@
doc.docstatus = 1
doc.update_stock_ledger(allow_negative_stock=True, via_landed_cost_voucher=True)
doc.make_gl_entries()
+ doc.repost_future_sle_and_gle()
def validate_asset_qty_and_status(self, receipt_document_type, receipt_document):
for item in self.get('items'):
@@ -152,14 +153,13 @@
docs = frappe.db.get_all('Asset', filters={ receipt_document_type: item.receipt_document,
'item_code': item.item_code }, fields=['name', 'docstatus'])
if not docs or len(docs) != item.qty:
- frappe.throw(_('There are not enough asset created or linked to {0}. \
- Please create or link {1} Assets with respective document.').format(item.receipt_document, item.qty))
+ frappe.throw(_('There are not enough asset created or linked to {0}.').format(item.receipt_document)
+ + _('Please create or link {0} Assets with respective document.').format(item.qty))
if docs:
for d in docs:
if d.docstatus == 1:
- frappe.throw(_('{2} <b>{0}</b> has submitted Assets.\
- Remove Item <b>{1}</b> from table to continue.').format(
- item.receipt_document, item.item_code, item.receipt_document_type))
+ frappe.throw(_('{0} {1} has submitted Assets. Remove Item {2} from table to continue.')
+ .format(item.receipt_document_type, frappe.bold(item.receipt_document), frappe.bold(item.item_code)))
def update_rate_in_serial_no_for_non_asset_items(self, receipt_document):
for item in receipt_document.get("items"):
diff --git a/erpnext/stock/doctype/landed_cost_voucher/test_landed_cost_voucher.py b/erpnext/stock/doctype/landed_cost_voucher/test_landed_cost_voucher.py
index 3f2c5da..b97213e 100644
--- a/erpnext/stock/doctype/landed_cost_voucher/test_landed_cost_voucher.py
+++ b/erpnext/stock/doctype/landed_cost_voucher/test_landed_cost_voucher.py
@@ -7,7 +7,7 @@
import frappe
from frappe.utils import flt
from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt \
- import set_perpetual_inventory, get_gl_entries, test_records as pr_test_records, make_purchase_receipt
+ import get_gl_entries, test_records as pr_test_records, make_purchase_receipt
from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
from erpnext.accounts.doctype.account.test_account import get_inventory_account
@@ -27,7 +27,7 @@
},
fieldname=["qty_after_transaction", "stock_value"], as_dict=1)
- submit_landed_cost_voucher("Purchase Receipt", pr.name, pr.company)
+ create_landed_cost_voucher("Purchase Receipt", pr.name, pr.company)
pr_lc_value = frappe.db.get_value("Purchase Receipt Item", {"parent": pr.name}, "landed_cost_voucher_amount")
self.assertEqual(pr_lc_value, 25.0)
@@ -89,7 +89,7 @@
},
fieldname=["qty_after_transaction", "stock_value"], as_dict=1)
- submit_landed_cost_voucher("Purchase Invoice", pi.name, pi.company)
+ create_landed_cost_voucher("Purchase Invoice", pi.name, pi.company)
pi_lc_value = frappe.db.get_value("Purchase Invoice Item", {"parent": pi.name},
"landed_cost_voucher_amount")
@@ -137,7 +137,7 @@
serial_no_rate = frappe.db.get_value("Serial No", "SN001", "purchase_rate")
- submit_landed_cost_voucher("Purchase Receipt", pr.name, pr.company)
+ create_landed_cost_voucher("Purchase Receipt", pr.name, pr.company)
serial_no = frappe.db.get_value("Serial No", "SN001",
["warehouse", "purchase_rate"], as_dict=1)
@@ -160,7 +160,7 @@
})
pr.submit()
- lcv = submit_landed_cost_voucher("Purchase Receipt", pr.name, pr.company, 123.22)
+ lcv = create_landed_cost_voucher("Purchase Receipt", pr.name, pr.company, 123.22)
self.assertEqual(lcv.items[0].applicable_charges, 41.07)
self.assertEqual(lcv.items[2].applicable_charges, 41.08)
@@ -236,7 +236,7 @@
return lcv
-def submit_landed_cost_voucher(receipt_document_type, receipt_document, company, charges=50):
+def create_landed_cost_voucher(receipt_document_type, receipt_document, company, charges=50):
ref_doc = frappe.get_doc(receipt_document_type, receipt_document)
lcv = frappe.new_doc("Landed Cost Voucher")
diff --git a/erpnext/stock/doctype/material_request/material_request.js b/erpnext/stock/doctype/material_request/material_request.js
index 01edd99..527b0d3 100644
--- a/erpnext/stock/doctype/material_request/material_request.js
+++ b/erpnext/stock/doctype/material_request/material_request.js
@@ -2,6 +2,7 @@
// License: GNU General Public License v3. See license.txt
// eslint-disable-next-line
+frappe.provide("erpnext.accounts.dimensions");
{% include 'erpnext/public/js/controllers/buying.js' %};
frappe.ui.form.on('Material Request', {
@@ -66,6 +67,12 @@
filters: {'company': doc.company}
};
});
+
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
+ },
+
+ company: function(frm) {
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
},
onload_post_render: function(frm) {
diff --git a/erpnext/stock/doctype/material_request/test_material_request.py b/erpnext/stock/doctype/material_request/test_material_request.py
index 19924b1..72a3a5e 100644
--- a/erpnext/stock/doctype/material_request/test_material_request.py
+++ b/erpnext/stock/doctype/material_request/test_material_request.py
@@ -12,9 +12,6 @@
from erpnext.stock.doctype.item.test_item import create_item
class TestMaterialRequest(unittest.TestCase):
- def setUp(self):
- erpnext.set_perpetual_inventory(0)
-
def test_make_purchase_order(self):
mr = frappe.copy_doc(test_records[0]).insert()
@@ -427,6 +424,7 @@
"basic_rate": 1.0
})
se_doc.get("items")[1].update({
+ "item_code": "_Test Item Home Desktop 100",
"qty": 3.0,
"transfer_qty": 3.0,
"s_warehouse": "_Test Warehouse 1 - _TC",
@@ -537,7 +535,7 @@
mr = make_material_request(item_code='_Test FG Item', material_request_type='Manufacture',
uom="_Test UOM 1", conversion_factor=12)
-
+
requested_qty = self._get_requested_qty('_Test FG Item', '_Test Warehouse - _TC')
self.assertEqual(requested_qty, existing_requested_qty + 120)
diff --git a/erpnext/stock/doctype/packed_item/packed_item.json b/erpnext/stock/doctype/packed_item/packed_item.json
index 2ac5c42..f1d7f8c 100644
--- a/erpnext/stock/doctype/packed_item/packed_item.json
+++ b/erpnext/stock/doctype/packed_item/packed_item.json
@@ -1,4 +1,5 @@
{
+ "actions": [],
"creation": "2013-02-22 01:28:00",
"doctype": "DocType",
"editable_grid": 1,
@@ -14,6 +15,7 @@
"target_warehouse",
"column_break_9",
"qty",
+ "uom",
"section_break_9",
"serial_no",
"column_break_11",
@@ -23,7 +25,7 @@
"actual_qty",
"projected_qty",
"column_break_16",
- "uom",
+ "incoming_rate",
"page_break",
"prevdoc_doctype",
"parent_detail_docname"
@@ -199,11 +201,21 @@
"no_copy": 1,
"print_hide": 1,
"read_only": 1
+ },
+ {
+ "fieldname": "incoming_rate",
+ "fieldtype": "Currency",
+ "label": "Incoming Rate",
+ "no_copy": 1,
+ "print_hide": 1,
+ "read_only": 1
}
],
"idx": 1,
+ "index_web_pages_for_search": 1,
"istable": 1,
- "modified": "2019-11-26 20:09:59.400960",
+ "links": [],
+ "modified": "2020-09-24 09:25:13.050151",
"modified_by": "Administrator",
"module": "Stock",
"name": "Packed Item",
@@ -212,4 +224,4 @@
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
-}
+}
\ No newline at end of file
diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js
index bc1d81d..d998729 100644
--- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js
+++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js
@@ -46,6 +46,8 @@
erpnext.queries.setup_queries(frm, "Warehouse", function() {
return erpnext.queries.warehouse(frm.doc);
});
+
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
refresh: function(frm) {
@@ -75,6 +77,7 @@
company: function(frm) {
frm.trigger("toggle_display_account_head");
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
},
toggle_display_account_head: function(frm) {
diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
index 97e0fa7..f833fc7 100644
--- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
+++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
@@ -181,6 +181,7 @@
update_serial_nos_after_submit(self, "items")
self.make_gl_entries()
+ self.repost_future_sle_and_gle()
def check_next_docstatus(self):
submit_rv = frappe.db.sql("""select t1.name
@@ -209,7 +210,8 @@
# because updating ordered qty in bin depends upon updated ordered qty in PO
self.update_stock_ledger()
self.make_gl_entries_on_cancel()
- self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry')
+ self.repost_future_sle_and_gle()
+ self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry', 'Repost Item Valuation')
self.delete_auto_created_batches()
def get_current_stock(self):
@@ -323,7 +325,7 @@
elif d.warehouse not in warehouse_with_no_account or \
d.rejected_warehouse not in warehouse_with_no_account:
warehouse_with_no_account.append(d.warehouse)
- elif d.item_code not in stock_items and flt(d.qty) and auto_accounting_for_non_stock_items:
+ elif d.item_code not in stock_items and not d.is_fixed_asset and flt(d.qty) and auto_accounting_for_non_stock_items:
service_received_but_not_billed_account = self.get_company_default("service_received_but_not_billed")
credit_currency = get_account_currency(service_received_but_not_billed_account)
@@ -406,7 +408,7 @@
if warehouse_with_no_account:
frappe.msgprint(_("No accounting entries for the following warehouses") + ": \n" +
"\n".join(warehouse_with_no_account))
-
+
return process_gl_map(gl_entries)
def get_asset_gl_entry(self, gl_entries):
diff --git a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
index 9b8eeed..f99ca89 100644
--- a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
+++ b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
@@ -9,14 +9,15 @@
from frappe.utils import cint, flt, cstr, today, random_string, add_days
from erpnext.stock.doctype.purchase_receipt.purchase_receipt import make_purchase_invoice
from erpnext.stock.doctype.item.test_item import create_item
-from erpnext import set_perpetual_inventory
from erpnext.stock.doctype.serial_no.serial_no import SerialNoDuplicateError
from erpnext.accounts.doctype.account.test_account import get_inventory_account
from erpnext.stock.doctype.item.test_item import make_item
from six import iteritems
+from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
+
+
class TestPurchaseReceipt(unittest.TestCase):
def setUp(self):
- set_perpetual_inventory(0)
frappe.db.set_value("Buying Settings", None, "allow_multiple_items", 1)
def test_reverse_purchase_receipt_sle(self):
@@ -112,6 +113,8 @@
self.assertFalse(get_gl_entries("Purchase Receipt", pr.name))
+ pr.cancel()
+
def test_batched_serial_no_purchase(self):
item = frappe.db.exists("Item", {'item_name': 'Batched Serialized Item'})
if not item:
@@ -183,22 +186,30 @@
rm_supp_cost = sum([d.amount for d in pr.get("supplied_items")])
self.assertEqual(pr.get("items")[0].rm_supp_cost, flt(rm_supp_cost, 2))
+
+ pr.cancel()
def test_subcontracting_gle_fg_item_rate_zero(self):
from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
- set_perpetual_inventory()
frappe.db.set_value("Buying Settings", None, "backflush_raw_materials_of_subcontract_based_on", "BOM")
- make_stock_entry(item_code="_Test Item", target="Work In Progress - TCP1", qty=100, basic_rate=100, company="_Test Company with perpetual inventory")
- make_stock_entry(item_code="_Test Item Home Desktop 100", target="Work In Progress - TCP1",
+
+ se1 = make_stock_entry(item_code="_Test Item", target="Work In Progress - TCP1",
qty=100, basic_rate=100, company="_Test Company with perpetual inventory")
+
+ se2 = make_stock_entry(item_code="_Test Item Home Desktop 100", target="Work In Progress - TCP1",
+ qty=100, basic_rate=100, company="_Test Company with perpetual inventory")
+
pr = make_purchase_receipt(item_code="_Test FG Item", qty=10, rate=0, is_subcontracted="Yes",
- company="_Test Company with perpetual inventory", warehouse='Stores - TCP1', supplier_warehouse='Work In Progress - TCP1')
+ company="_Test Company with perpetual inventory", warehouse='Stores - TCP1',
+ supplier_warehouse='Work In Progress - TCP1')
gl_entries = get_gl_entries("Purchase Receipt", pr.name)
self.assertFalse(gl_entries)
- set_perpetual_inventory(0)
+ pr.cancel()
+ se1.cancel()
+ se2.cancel()
def test_subcontracting_over_receipt(self):
"""
@@ -216,13 +227,13 @@
item_code = "_Test Subcontracted FG Item 1"
make_subcontracted_item(item_code=item_code)
- po = create_purchase_order(item_code=item_code, qty=1,
+ po = create_purchase_order(item_code=item_code, qty=1, include_exploded_items=0,
is_subcontracted="Yes", supplier_warehouse="_Test Warehouse 1 - _TC")
#stock raw materials in a warehouse before transfer
- make_stock_entry(target="_Test Warehouse - _TC",
- item_code = "Test Extra Item 1", qty=1, basic_rate=100)
- make_stock_entry(target="_Test Warehouse - _TC",
+ se1 = make_stock_entry(target="_Test Warehouse - _TC",
+ item_code = "Test Extra Item 1", qty=10, basic_rate=100)
+ se2 = make_stock_entry(target="_Test Warehouse - _TC",
item_code = "_Test FG Item", qty=1, basic_rate=100)
rm_items = [
{
@@ -254,6 +265,13 @@
pr1.submit()
self.assertRaises(frappe.ValidationError, pr2.submit)
+ pr1.cancel()
+ se.cancel()
+ se1.cancel()
+ se2.cancel()
+ po.reload()
+ po.cancel()
+
def test_serial_no_supplier(self):
pr = make_purchase_receipt(item_code="_Test Serialized Item With Series", qty=1)
self.assertEqual(frappe.db.get_value("Serial No", pr.get("items")[0].serial_no, "supplier"),
@@ -284,6 +302,8 @@
self.assertEqual(frappe.db.get_value("Serial No", serial_no, "warehouse"),
pr.get("items")[0].rejected_warehouse)
+ pr.cancel()
+
def test_purchase_return_partial(self):
pr = make_purchase_receipt(company="_Test Company with perpetual inventory",
warehouse = "Stores - TCP1", supplier_warehouse = "Work in Progress - TCP1")
@@ -371,6 +391,9 @@
self.assertEqual(pr.per_returned, 100)
self.assertEqual(pr.status, 'Return Issued')
+ return_pr.cancel()
+ pr.cancel()
+
def test_purchase_return_for_rejected_qty(self):
from erpnext.stock.doctype.warehouse.test_warehouse import get_warehouse
@@ -388,6 +411,9 @@
self.assertEqual(actual_qty, -2)
+ return_pr.cancel()
+ pr.cancel()
+
def test_purchase_return_for_serialized_items(self):
def _check_serial_no_values(serial_no, field_values):
@@ -415,6 +441,10 @@
"delivery_document_no": return_pr.name
})
+ return_pr.cancel()
+ pr.reload()
+ pr.cancel()
+
def test_purchase_return_for_multi_uom(self):
item_code = "_Test Purchase Return For Multi-UOM"
if not frappe.db.exists('Item', item_code):
@@ -431,6 +461,9 @@
self.assertEqual(abs(return_pr.items[0].stock_qty), 1.0)
+ return_pr.cancel()
+ pr.cancel()
+
def test_closed_purchase_receipt(self):
from erpnext.stock.doctype.purchase_receipt.purchase_receipt import update_purchase_receipt_status
@@ -440,6 +473,9 @@
update_purchase_receipt_status(pr.name, "Closed")
self.assertEqual(frappe.db.get_value("Purchase Receipt", pr.name, "status"), "Closed")
+ pr.reload()
+ pr.cancel()
+
def test_pr_billing_status(self):
# PO -> PR1 -> PI and PO -> PI and PO -> PR2
from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
@@ -482,6 +518,16 @@
self.assertEqual(pr2.per_billed, 80)
self.assertEqual(pr2.status, "To Bill")
+ pr2.cancel()
+ pi2.reload()
+ pi2.cancel()
+ pi1.reload()
+ pi1.cancel()
+ pr1.reload()
+ pr1.cancel()
+ po.reload()
+ po.cancel()
+
def test_serial_no_against_purchase_receipt(self):
from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
@@ -509,6 +555,8 @@
self.assertEqual(serial_no, frappe.db.get_value("Serial No",
{"purchase_document_type": "Purchase Receipt", "purchase_document_no": new_pr_doc.name}, "name"))
+ new_pr_doc.cancel()
+
def test_not_accept_duplicate_serial_no(self):
from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note
@@ -519,15 +567,18 @@
item_code = item.name
serial_no = random_string(5)
- make_purchase_receipt(item_code=item_code, qty=1, serial_no=serial_no)
- create_delivery_note(item_code=item_code, qty=1, serial_no=serial_no)
+ pr1 = make_purchase_receipt(item_code=item_code, qty=1, serial_no=serial_no)
+ dn = create_delivery_note(item_code=item_code, qty=1, serial_no=serial_no)
- pr = make_purchase_receipt(item_code=item_code, qty=1, serial_no=serial_no, do_not_submit=True)
- self.assertRaises(SerialNoDuplicateError, pr.submit)
+ pr2 = make_purchase_receipt(item_code=item_code, qty=1, serial_no=serial_no, do_not_submit=True)
+ self.assertRaises(SerialNoDuplicateError, pr2.submit)
se = make_stock_entry(item_code=item_code, target="_Test Warehouse - _TC", qty=1,
serial_no=serial_no, basic_rate=100, do_not_submit=True)
- self.assertRaises(SerialNoDuplicateError, se.submit)
+ se.submit()
+
+ dn.cancel()
+ pr1.cancel()
def test_auto_asset_creation(self):
asset_item = "Test Asset Item"
@@ -549,7 +600,7 @@
'company_name': '_Test Company',
'fixed_asset_account': '_Test Fixed Asset - _TC',
'accumulated_depreciation_account': '_Test Accumulated Depreciations - _TC',
- 'depreciation_expense_account': '_Test Depreciation - _TC'
+ 'depreciation_expense_account': '_Test Depreciations - _TC'
}]
}).insert()
@@ -568,6 +619,8 @@
location = frappe.db.get_value('Asset', assets[0].name, 'location')
self.assertEquals(location, "Test Location")
+ pr.cancel()
+
def test_purchase_return_with_submitted_asset(self):
from erpnext.stock.doctype.purchase_receipt.purchase_receipt import make_purchase_return
@@ -594,6 +647,9 @@
pr_return.submit()
+ pr_return.cancel()
+ pr.cancel()
+
def test_purchase_receipt_cost_center(self):
from erpnext.accounts.doctype.cost_center.test_cost_center import create_cost_center
cost_center = "_Test Cost Center for BS Account - TCP1"
@@ -605,7 +661,8 @@
'location_name': 'Test Location'
}).insert()
- pr = make_purchase_receipt(cost_center=cost_center, company="_Test Company with perpetual inventory", warehouse = "Stores - TCP1", supplier_warehouse = "Work in Progress - TCP1")
+ pr = make_purchase_receipt(cost_center=cost_center, company="_Test Company with perpetual inventory",
+ warehouse = "Stores - TCP1", supplier_warehouse = "Work in Progress - TCP1")
stock_in_hand_account = get_inventory_account(pr.company, pr.get("items")[0].warehouse)
gl_entries = get_gl_entries("Purchase Receipt", pr.name)
@@ -623,6 +680,8 @@
for i, gle in enumerate(gl_entries):
self.assertEqual(expected_values[gle.account]["cost_center"], gle.cost_center)
+ pr.cancel()
+
def test_purchase_receipt_cost_center_with_balance_sheet_account(self):
if not frappe.db.exists('Location', 'Test Location'):
frappe.get_doc({
@@ -648,6 +707,8 @@
for i, gle in enumerate(gl_entries):
self.assertEqual(expected_values[gle.account]["cost_center"], gle.cost_center)
+ pr.cancel()
+
def test_make_purchase_invoice_from_pr_for_returned_qty(self):
from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order, create_pr_against_po
@@ -663,6 +724,12 @@
pi = make_purchase_invoice(pr.name)
self.assertEquals(pi.items[0].qty, 3)
+ pr1.cancel()
+ pr.reload()
+ pr.cancel()
+ po.reload()
+ po.cancel()
+
def test_make_purchase_invoice_from_pr_with_returned_qty_duplicate_items(self):
pr1 = make_purchase_receipt(qty=8, do_not_submit=True)
pr1.append("items", {
@@ -689,8 +756,14 @@
self.assertEquals(pi2.items[0].qty, 2)
self.assertEquals(pi2.items[1].qty, 1)
+ pr2.cancel()
+ pi1.cancel()
+ pr1.reload()
+ pr1.cancel()
+
def test_stock_transfer_from_purchase_receipt(self):
- pr1 = make_purchase_receipt(warehouse = 'Work In Progress - TCP1', company="_Test Company with perpetual inventory")
+ pr1 = make_purchase_receipt(warehouse = 'Work In Progress - TCP1',
+ company="_Test Company with perpetual inventory")
pr = make_purchase_receipt(company="_Test Company with perpetual inventory",
warehouse = "Stores - TCP1", do_not_save=1)
@@ -713,18 +786,20 @@
for sle in sl_entries:
self.assertEqual(expected_sle[sle.warehouse], sle.actual_qty)
- def test_stock_transfer_from_purchase_receipt_with_valuation(self):
- warehouse = frappe.get_doc('Warehouse', 'Work In Progress - TCP1')
- warehouse.account = '_Test Account Stock In Hand - TCP1'
- warehouse.save()
+ pr.cancel()
+ pr1.cancel()
- pr1 = make_purchase_receipt(warehouse = 'Work In Progress - TCP1',
+ def test_stock_transfer_from_purchase_receipt_with_valuation(self):
+ create_warehouse("_Test Warehouse for Valuation", company="_Test Company with perpetual inventory",
+ properties={"account": '_Test Account Stock In Hand - TCP1'})
+
+ pr1 = make_purchase_receipt(warehouse = '_Test Warehouse for Valuation - TCP1',
company="_Test Company with perpetual inventory")
pr = make_purchase_receipt(company="_Test Company with perpetual inventory",
warehouse = "Stores - TCP1", do_not_save=1)
- pr.items[0].from_warehouse = 'Work In Progress - TCP1'
+ pr.items[0].from_warehouse = '_Test Warehouse for Valuation - TCP1'
pr.supplier_warehouse = ''
@@ -749,7 +824,7 @@
]
expected_sle = {
- 'Work In Progress - TCP1': -5,
+ '_Test Warehouse for Valuation - TCP1': -5,
'Stores - TCP1': 5
}
@@ -761,60 +836,9 @@
self.assertEqual(gle.debit, expected_gle[i][1])
self.assertEqual(gle.credit, expected_gle[i][2])
- warehouse.account = ''
- warehouse.save()
+ pr.cancel()
+ pr1.cancel()
- def test_backdated_purchase_receipt(self):
- # make purchase receipt for default company
- make_purchase_receipt(company="_Test Company 4", warehouse="Stores - _TC4")
-
- # try to make another backdated PR
- posting_date = add_days(today(), -1)
- pr = make_purchase_receipt(company="_Test Company 4", warehouse="Stores - _TC4",
- do_not_submit=True)
-
- pr.set_posting_time = 1
- pr.posting_date = posting_date
- pr.save()
-
- self.assertRaises(frappe.ValidationError, pr.submit)
-
- # make purchase receipt for other company backdated
- pr = make_purchase_receipt(company="_Test Company 5", warehouse="Stores - _TC5",
- do_not_submit=True)
-
- pr.set_posting_time = 1
- pr.posting_date = posting_date
- pr.submit()
-
- # Allowed to submit for other company's PR
- self.assertEqual(pr.docstatus, 1)
-
- def test_backdated_purchase_receipt_for_same_company_different_warehouse(self):
- # make purchase receipt for default company
- make_purchase_receipt(company="_Test Company 4", warehouse="Stores - _TC4")
-
- # try to make another backdated PR
- posting_date = add_days(today(), -1)
- pr = make_purchase_receipt(company="_Test Company 4", warehouse="Stores - _TC4",
- do_not_submit=True)
-
- pr.set_posting_time = 1
- pr.posting_date = posting_date
- pr.save()
-
- self.assertRaises(frappe.ValidationError, pr.submit)
-
- # make purchase receipt for other company backdated
- pr = make_purchase_receipt(company="_Test Company 4", warehouse="Finished Goods - _TC4",
- do_not_submit=True)
-
- pr.set_posting_time = 1
- pr.posting_date = posting_date
- pr.submit()
-
- # Allowed to submit for other company's PR
- self.assertEqual(pr.docstatus, 1)
def test_subcontracted_pr_for_multi_transfer_batches(self):
from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
@@ -877,6 +901,12 @@
update_backflush_based_on("BOM")
+ pr.delete()
+ se.cancel()
+ ste2.cancel()
+ ste1.cancel()
+ po.cancel()
+
def get_sl_entries(voucher_type, voucher_no):
return frappe.db.sql(""" select actual_qty, warehouse, stock_value_difference
from `tabStock Ledger Entry` where voucher_type=%s and voucher_no=%s
@@ -972,6 +1002,8 @@
pr.posting_date = args.posting_date or today()
if args.posting_time:
pr.posting_time = args.posting_time
+ if args.posting_date or args.posting_time:
+ pr.set_posting_time = 1
pr.company = args.company or "_Test Company"
pr.supplier = args.supplier or "_Test Supplier"
pr.is_subcontracted = args.is_subcontracted or "No"
diff --git a/erpnext/stock/doctype/purchase_receipt_item/purchase_receipt_item.json b/erpnext/stock/doctype/purchase_receipt_item/purchase_receipt_item.json
index 84c64aa..871b255 100644
--- a/erpnext/stock/doctype/purchase_receipt_item/purchase_receipt_item.json
+++ b/erpnext/stock/doctype/purchase_receipt_item/purchase_receipt_item.json
@@ -866,7 +866,7 @@
"idx": 1,
"istable": 1,
"links": [],
- "modified": "2020-11-02 10:00:38.204294",
+ "modified": "2020-12-07 10:00:38.204294",
"modified_by": "Administrator",
"module": "Stock",
"name": "Purchase Receipt Item",
diff --git a/erpnext/stock/doctype/quality_inspection/quality_inspection.js b/erpnext/stock/doctype/quality_inspection/quality_inspection.js
index 376848a..f7565fd 100644
--- a/erpnext/stock/doctype/quality_inspection/quality_inspection.js
+++ b/erpnext/stock/doctype/quality_inspection/quality_inspection.js
@@ -4,6 +4,60 @@
cur_frm.cscript.refresh = cur_frm.cscript.inspection_type;
frappe.ui.form.on("Quality Inspection", {
+
+ setup: function(frm) {
+ frm.set_query("batch_no", function() {
+ return {
+ filters: {
+ "item": frm.doc.item_code
+ }
+ };
+ });
+
+ // Serial No based on item_code
+ frm.set_query("item_serial_no", function() {
+ let filters = {};
+ if (frm.doc.item_code) {
+ filters = {
+ 'item_code': frm.doc.item_code
+ };
+ }
+ return { filters: filters };
+ });
+
+ // item code based on GRN/DN
+ frm.set_query("item_code", function(doc) {
+ let doctype = doc.reference_type;
+
+ if (doc.reference_type !== "Job Card") {
+ doctype = (doc.reference_type == "Stock Entry") ?
+ "Stock Entry Detail" : doc.reference_type + " Item";
+ }
+
+ if (doc.reference_type && doc.reference_name) {
+ let filters = {
+ "from": doctype,
+ "inspection_type": doc.inspection_type
+ };
+
+ if (doc.reference_type == doctype)
+ filters["reference_name"] = doc.reference_name;
+ else
+ filters["parent"] = doc.reference_name;
+
+ return {
+ query: "erpnext.stock.doctype.quality_inspection.quality_inspection.item_query",
+ filters: filters
+ };
+ }
+ });
+ },
+
+ refresh: function(frm) {
+ // Ignore cancellation of reference doctype on cancel all.
+ frm.ignore_doctypes_on_cancel_all = [frm.doc.reference_type];
+ },
+
item_code: function(frm) {
if (frm.doc.item_code) {
return frm.call({
@@ -26,55 +80,5 @@
}
});
}
- }
-})
-
-// item code based on GRN/DN
-cur_frm.fields_dict['item_code'].get_query = function(doc, cdt, cdn) {
- let doctype = doc.reference_type;
-
- if (doc.reference_type !== "Job Card") {
- doctype = (doc.reference_type == "Stock Entry") ?
- "Stock Entry Detail" : doc.reference_type + " Item";
- }
-
- if (doc.reference_type && doc.reference_name) {
- let filters = {
- "from": doctype,
- "inspection_type": doc.inspection_type
- };
-
- if (doc.reference_type == doctype)
- filters["reference_name"] = doc.reference_name;
- else
- filters["parent"] = doc.reference_name;
-
- return {
- query: "erpnext.stock.doctype.quality_inspection.quality_inspection.item_query",
- filters: filters
- };
- }
-},
-
-// Serial No based on item_code
-cur_frm.fields_dict['item_serial_no'].get_query = function(doc, cdt, cdn) {
- var filters = {};
- if (doc.item_code) {
- filters = {
- 'item_code': doc.item_code
- }
- }
- return { filters: filters }
-}
-
-cur_frm.set_query("batch_no", function(doc) {
- return {
- filters: {
- "item": doc.item_code
- }
- }
-})
-
-cur_frm.add_fetch('item_code', 'item_name', 'item_name');
-cur_frm.add_fetch('item_code', 'description', 'description');
-
+ },
+});
\ No newline at end of file
diff --git a/erpnext/stock/doctype/quality_inspection/quality_inspection.json b/erpnext/stock/doctype/quality_inspection/quality_inspection.json
index f6d7619..edfe7e9 100644
--- a/erpnext/stock/doctype/quality_inspection/quality_inspection.json
+++ b/erpnext/stock/doctype/quality_inspection/quality_inspection.json
@@ -136,6 +136,7 @@
"width": "50%"
},
{
+ "fetch_from": "item_code.item_name",
"fieldname": "item_name",
"fieldtype": "Data",
"in_global_search": 1,
@@ -143,6 +144,7 @@
"read_only": 1
},
{
+ "fetch_from": "item_code.description",
"fieldname": "description",
"fieldtype": "Small Text",
"label": "Description",
@@ -236,7 +238,7 @@
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
- "modified": "2020-11-19 17:06:05.409963",
+ "modified": "2020-12-18 19:59:55.710300",
"modified_by": "Administrator",
"module": "Stock",
"name": "Quality Inspection",
diff --git a/erpnext/stock/doctype/quality_inspection/quality_inspection.py b/erpnext/stock/doctype/quality_inspection/quality_inspection.py
index ae4eb9b..b3acbc5 100644
--- a/erpnext/stock/doctype/quality_inspection/quality_inspection.py
+++ b/erpnext/stock/doctype/quality_inspection/quality_inspection.py
@@ -6,7 +6,7 @@
from frappe.model.document import Document
from frappe.model.mapper import get_mapped_doc
from frappe import _
-from frappe.utils import flt
+from frappe.utils import flt, cint
from erpnext.stock.doctype.quality_inspection_template.quality_inspection_template \
import get_template_details
@@ -16,7 +16,7 @@
self.get_item_specification_details()
if self.readings:
- self.set_status_based_on_acceptance_formula()
+ self.inspect_and_set_status()
def get_item_specification_details(self):
if not self.quality_inspection_template:
@@ -29,9 +29,7 @@
parameters = get_template_details(self.quality_inspection_template)
for d in parameters:
child = self.append('readings', {})
- child.specification = d.specification
- child.value = d.value
- child.acceptance_formula = d.acceptance_formula
+ child.update(d)
child.status = "Accepted"
def get_quality_inspection_template(self):
@@ -69,35 +67,98 @@
doctype = 'Stock Entry Detail'
if self.reference_type and self.reference_name:
+ conditions = ""
+ if self.batch_no and self.docstatus == 1:
+ conditions += " and t1.batch_no = '%s'"%(self.batch_no)
+
+ if self.docstatus == 2: # if cancel, then remove qi link wherever same name
+ conditions += " and t1.quality_inspection = '%s'"%(self.name)
+
frappe.db.sql("""
- UPDATE `tab{child_doc}` t1, `tab{parent_doc}` t2
- SET t1.quality_inspection = %s, t2.modified = %s
- WHERE t1.parent = %s and t1.item_code = %s and t1.parent = t2.name
- """.format(parent_doc=self.reference_type, child_doc=doctype),
+ UPDATE
+ `tab{child_doc}` t1, `tab{parent_doc}` t2
+ SET
+ t1.quality_inspection = %s, t2.modified = %s
+ WHERE
+ t1.parent = %s
+ and t1.item_code = %s
+ and t1.parent = t2.name
+ {conditions}
+ """.format(parent_doc=self.reference_type, child_doc=doctype, conditions=conditions),
(quality_inspection, self.modified, self.reference_name, self.item_code))
- def set_status_based_on_acceptance_formula(self):
+ def inspect_and_set_status(self):
for reading in self.readings:
- if not reading.acceptance_formula: continue
+ if not reading.manual_inspection: # dont auto set status if manual
+ if reading.formula_based_criteria:
+ self.set_status_based_on_acceptance_formula(reading)
+ else:
+ # if not formula based check acceptance values set
+ self.set_status_based_on_acceptance_values(reading)
- condition = reading.acceptance_formula
- data = {}
+ def set_status_based_on_acceptance_values(self, reading):
+ if cint(reading.non_numeric):
+ result = reading.get("reading_value") == reading.get("value")
+ else:
+ # numeric readings
+ result = self.min_max_criteria_passed(reading)
+
+ reading.status = "Accepted" if result else "Rejected"
+
+ def min_max_criteria_passed(self, reading):
+ """Determine whether all readings fall in the acceptable range."""
+ for i in range(1, 11):
+ reading_value = reading.get("reading_" + str(i))
+ if reading_value is not None and reading_value.strip():
+ result = flt(reading.get("min_value")) <= flt(reading_value) <= flt(reading.get("max_value"))
+ if not result: return False
+ return True
+
+ def set_status_based_on_acceptance_formula(self, reading):
+ if not reading.acceptance_formula:
+ frappe.throw(_("Row #{0}: Acceptance Criteria Formula is required.").format(reading.idx),
+ title=_("Missing Formula"))
+
+ condition = reading.acceptance_formula
+ data = self.get_formula_evaluation_data(reading)
+
+ try:
+ result = frappe.safe_eval(condition, None, data)
+ reading.status = "Accepted" if result else "Rejected"
+ except NameError as e:
+ field = frappe.bold(e.args[0].split()[1])
+ frappe.throw(_("Row #{0}: {1} is not a valid reading field. Please refer to the field description.")
+ .format(reading.idx, field),
+ title=_("Invalid Formula"))
+ except Exception:
+ frappe.throw(_("Row #{0}: Acceptance Criteria Formula is incorrect.").format(reading.idx),
+ title=_("Invalid Formula"))
+
+ def get_formula_evaluation_data(self, reading):
+ data = {}
+ if cint(reading.non_numeric):
+ data = {"reading_value": reading.get("reading_value")}
+ else:
+ # numeric readings
for i in range(1, 11):
field = "reading_" + str(i)
- data[field] = flt(reading.get(field)) or 0
+ data[field] = flt(reading.get(field))
+ data["mean"] = self.calculate_mean(reading)
- try:
- result = frappe.safe_eval(condition, None, data)
- reading.status = "Accepted" if result else "Rejected"
- except SyntaxError:
- frappe.throw(_("Row #{0}: Acceptance Criteria Formula is incorrect.").format(reading.idx),
- title=_("Invalid Formula"))
- except NameError as e:
- field = frappe.bold(e.args[0].split()[1])
- frappe.throw(_("Row #{0}: {1} is not a valid reading field. Please refer to the field description.")
- .format(reading.idx, field),
- title=_("Invalid Formula"))
+ return data
+ def calculate_mean(self, reading):
+ """Calculate mean of all non-empty readings."""
+ from statistics import mean
+ readings_list = []
+
+ for i in range(1, 11):
+ reading_value = reading.get("reading_" + str(i))
+ if reading_value is not None and reading_value.strip():
+ readings_list.append(flt(reading_value))
+
+ actual_mean = mean(readings_list) if readings_list else 0
+ return actual_mean
@frappe.whitelist()
@frappe.validate_and_sanitize_search_inputs
diff --git a/erpnext/stock/doctype/quality_inspection/test_quality_inspection.py b/erpnext/stock/doctype/quality_inspection/test_quality_inspection.py
index 2c40009..8c5a04b 100644
--- a/erpnext/stock/doctype/quality_inspection/test_quality_inspection.py
+++ b/erpnext/stock/doctype/quality_inspection/test_quality_inspection.py
@@ -44,24 +44,61 @@
qa.delete()
dn.delete()
+ def test_value_based_qi_readings(self):
+ # Test QI based on acceptance values (Non formula)
+ dn = create_delivery_note(item_code="_Test Item with QA", do_not_submit=True)
+ readings = [{
+ "specification": "Iron Content", # numeric reading
+ "min_value": 0.1,
+ "max_value": 0.9,
+ "reading_1": "0.4"
+ },
+ {
+ "specification": "Particle Inspection Needed", # non-numeric reading
+ "non_numeric": 1,
+ "value": "Yes",
+ "reading_value": "Yes"
+ }]
+
+ qa = create_quality_inspection(reference_type="Delivery Note", reference_name=dn.name,
+ readings=readings, do_not_save=True)
+ qa.save()
+
+ # status must be auto set as per formula
+ self.assertEqual(qa.readings[0].status, "Accepted")
+ self.assertEqual(qa.readings[1].status, "Accepted")
+
+ qa.delete()
+ dn.delete()
+
def test_formula_based_qi_readings(self):
dn = create_delivery_note(item_code="_Test Item with QA", do_not_submit=True)
readings = [{
- "specification": "Iron Content",
+ "specification": "Iron Content", # numeric reading
+ "formula_based_criteria": 1,
"acceptance_formula": "reading_1 > 0.35 and reading_1 < 0.50",
- "reading_1": 0.4
+ "reading_1": "0.4"
},
{
- "specification": "Calcium Content",
+ "specification": "Calcium Content", # numeric reading
+ "formula_based_criteria": 1,
"acceptance_formula": "reading_1 > 0.20 and reading_1 < 0.50",
- "reading_1": 0.7
+ "reading_1": "0.7"
},
{
- "specification": "Mg Content",
- "acceptance_formula": "(reading_1 + reading_2 + reading_3) / 3 < 0.9",
- "reading_1": 0.5,
- "reading_2": 0.7,
+ "specification": "Mg Content", # numeric reading
+ "formula_based_criteria": 1,
+ "acceptance_formula": "mean < 0.9",
+ "reading_1": "0.5",
+ "reading_2": "0.7",
"reading_3": "random text" # check if random string input causes issues
+ },
+ {
+ "specification": "Calcium Content", # non-numeric reading
+ "formula_based_criteria": 1,
+ "non_numeric": 1,
+ "acceptance_formula": "reading_value in ('Grade A', 'Grade B', 'Grade C')",
+ "reading_value": "Grade B"
}]
qa = create_quality_inspection(reference_type="Delivery Note", reference_name=dn.name,
@@ -72,6 +109,7 @@
self.assertEqual(qa.readings[0].status, "Accepted")
self.assertEqual(qa.readings[1].status, "Rejected")
self.assertEqual(qa.readings[2].status, "Accepted")
+ self.assertEqual(qa.readings[3].status, "Accepted")
qa.delete()
dn.delete()
@@ -86,11 +124,20 @@
qa.item_code = args.item_code or "_Test Item with QA"
qa.sample_size = 1
qa.inspected_by = frappe.session.user
+ qa.status = args.status or "Accepted"
- readings = args.readings or {"specification": "Size", "status": args.status}
+ if not args.readings:
+ create_quality_inspection_parameter("Size")
+ readings = {"specification": "Size", "min_value": 0, "max_value": 10}
+ else:
+ readings = args.readings
+
+ if args.status == "Rejected":
+ readings["reading_1"] = "12" # status is auto set in child on save
if isinstance(readings, list):
for entry in readings:
+ create_quality_inspection_parameter(entry["specification"])
qa.append("readings", entry)
else:
qa.append("readings", readings)
@@ -101,3 +148,11 @@
qa.submit()
return qa
+
+def create_quality_inspection_parameter(parameter):
+ if not frappe.db.exists("Quality Inspection Parameter", parameter):
+ frappe.get_doc({
+ "doctype": "Quality Inspection Parameter",
+ "parameter": parameter,
+ "description": parameter
+ }).insert()
\ No newline at end of file
diff --git a/erpnext/stock/doctype/quality_inspection_parameter/__init__.py b/erpnext/stock/doctype/quality_inspection_parameter/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/stock/doctype/quality_inspection_parameter/__init__.py
diff --git a/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.js b/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.js
new file mode 100644
index 0000000..47c7e11
--- /dev/null
+++ b/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.js
@@ -0,0 +1,8 @@
+// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Quality Inspection Parameter', {
+ // refresh: function(frm) {
+
+ // }
+});
diff --git a/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.json b/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.json
new file mode 100644
index 0000000..0b5a9b5
--- /dev/null
+++ b/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.json
@@ -0,0 +1,86 @@
+{
+ "actions": [],
+ "autoname": "field:parameter",
+ "creation": "2020-12-28 17:06:00.254129",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "parameter",
+ "description"
+ ],
+ "fields": [
+ {
+ "fieldname": "parameter",
+ "fieldtype": "Data",
+ "label": "Parameter",
+ "unique": 1
+ },
+ {
+ "fieldname": "description",
+ "fieldtype": "Text Editor",
+ "label": "Description"
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2020-12-28 18:06:54.897317",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Quality Inspection Parameter",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "share": 1,
+ "write": 1
+ },
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Stock User",
+ "share": 1,
+ "write": 1
+ },
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Quality Manager",
+ "share": 1,
+ "write": 1
+ },
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Manufacturing User",
+ "share": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.py b/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.py
new file mode 100644
index 0000000..8678422
--- /dev/null
+++ b/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+# import frappe
+from frappe.model.document import Document
+
+class QualityInspectionParameter(Document):
+ pass
diff --git a/erpnext/stock/doctype/quality_inspection_parameter/test_quality_inspection_parameter.py b/erpnext/stock/doctype/quality_inspection_parameter/test_quality_inspection_parameter.py
new file mode 100644
index 0000000..cefdc08
--- /dev/null
+++ b/erpnext/stock/doctype/quality_inspection_parameter/test_quality_inspection_parameter.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+# import frappe
+import unittest
+
+class TestQualityInspectionParameter(unittest.TestCase):
+ pass
diff --git a/erpnext/stock/doctype/quality_inspection_reading/quality_inspection_reading.json b/erpnext/stock/doctype/quality_inspection_reading/quality_inspection_reading.json
index c1976dd..30ff1fe 100644
--- a/erpnext/stock/doctype/quality_inspection_reading/quality_inspection_reading.json
+++ b/erpnext/stock/doctype/quality_inspection_reading/quality_inspection_reading.json
@@ -7,21 +7,28 @@
"engine": "InnoDB",
"field_order": [
"specification",
- "value",
"status",
+ "value",
+ "non_numeric",
+ "manual_inspection",
"column_break_4",
+ "min_value",
+ "max_value",
+ "formula_based_criteria",
"acceptance_formula",
"section_break_3",
+ "reading_value",
+ "section_break_14",
"reading_1",
"reading_2",
"reading_3",
- "column_break_10",
"reading_4",
+ "column_break_10",
"reading_5",
"reading_6",
- "column_break_14",
"reading_7",
"reading_8",
+ "column_break_14",
"reading_9",
"reading_10"
],
@@ -29,19 +36,20 @@
{
"columns": 3,
"fieldname": "specification",
- "fieldtype": "Data",
+ "fieldtype": "Link",
"in_list_view": 1,
"label": "Parameter",
"oldfieldname": "specification",
"oldfieldtype": "Data",
+ "options": "Quality Inspection Parameter",
"reqd": 1
},
{
"columns": 2,
+ "depends_on": "eval:(!doc.formula_based_criteria && doc.non_numeric)",
"fieldname": "value",
"fieldtype": "Data",
- "in_list_view": 1,
- "label": "Acceptance Criteria",
+ "label": "Acceptance Criteria Value",
"oldfieldname": "value",
"oldfieldtype": "Data"
},
@@ -67,7 +75,6 @@
"columns": 1,
"fieldname": "reading_3",
"fieldtype": "Data",
- "in_list_view": 1,
"label": "Reading 3",
"oldfieldname": "reading_3",
"oldfieldtype": "Data"
@@ -130,18 +137,21 @@
"label": "Status",
"oldfieldname": "status",
"oldfieldtype": "Select",
- "options": "Accepted\nRejected"
+ "options": "\nAccepted\nRejected"
},
{
+ "depends_on": "non_numeric",
"fieldname": "section_break_3",
- "fieldtype": "Section Break"
+ "fieldtype": "Section Break",
+ "label": "Value Based Inspection"
},
{
"fieldname": "column_break_4",
"fieldtype": "Column Break"
},
{
- "description": "Simple Python formula based on numeric Readings.<br> Example 1: <b>reading_1 > 0.2 and reading_1 < 0.5</b><br>\nExample 2: <b>(reading_1 + reading_2) / 2 < 10</b>",
+ "depends_on": "formula_based_criteria",
+ "description": "Simple Python formula applied on Reading fields.<br> Numeric eg. 1: <b>reading_1 > 0.2 and reading_1 < 0.5</b><br>\nNumeric eg. 2: <b>mean > 3.5</b> (mean of populated fields)<br>\nValue based eg.: <b>reading_value in (\"A\", \"B\", \"C\")</b>",
"fieldname": "acceptance_formula",
"fieldtype": "Code",
"label": "Acceptance Criteria Formula"
@@ -153,12 +163,59 @@
{
"fieldname": "column_break_14",
"fieldtype": "Column Break"
+ },
+ {
+ "default": "0",
+ "fieldname": "formula_based_criteria",
+ "fieldtype": "Check",
+ "label": "Formula Based Criteria"
+ },
+ {
+ "depends_on": "eval:(!doc.formula_based_criteria && !doc.non_numeric)",
+ "description": "Applied on each reading.",
+ "fieldname": "min_value",
+ "fieldtype": "Float",
+ "label": "Minimum Value"
+ },
+ {
+ "depends_on": "eval:(!doc.formula_based_criteria && !doc.non_numeric)",
+ "description": "Applied on each reading.",
+ "fieldname": "max_value",
+ "fieldtype": "Float",
+ "label": "Maximum Value"
+ },
+ {
+ "depends_on": "non_numeric",
+ "fieldname": "reading_value",
+ "fieldtype": "Data",
+ "in_list_view": 1,
+ "label": "Reading Value"
+ },
+ {
+ "depends_on": "eval:!doc.non_numeric",
+ "fieldname": "section_break_14",
+ "fieldtype": "Section Break",
+ "label": "Numeric Inspection"
+ },
+ {
+ "default": "0",
+ "fieldname": "non_numeric",
+ "fieldtype": "Check",
+ "in_list_view": 1,
+ "label": "Non-Numeric"
+ },
+ {
+ "default": "0",
+ "description": "Set the status manually.",
+ "fieldname": "manual_inspection",
+ "fieldtype": "Check",
+ "label": "Manual Inspection"
}
],
"idx": 1,
"istable": 1,
"links": [],
- "modified": "2020-11-16 16:34:29.947856",
+ "modified": "2021-01-07 22:16:53.978410",
"modified_by": "Administrator",
"module": "Stock",
"name": "Quality Inspection Reading",
diff --git a/erpnext/stock/doctype/quality_inspection_template/quality_inspection_template.py b/erpnext/stock/doctype/quality_inspection_template/quality_inspection_template.py
index e284846..c5a7974 100644
--- a/erpnext/stock/doctype/quality_inspection_template/quality_inspection_template.py
+++ b/erpnext/stock/doctype/quality_inspection_template/quality_inspection_template.py
@@ -13,6 +13,7 @@
if not template: return []
return frappe.get_all('Item Quality Inspection Parameter',
- fields=["specification", "value", "acceptance_formula"],
+ fields=["specification", "value", "acceptance_formula",
+ "non_numeric", "formula_based_criteria", "min_value", "max_value"],
filters={'parenttype': 'Quality Inspection Template', 'parent': template},
order_by="idx")
\ No newline at end of file
diff --git a/erpnext/stock/doctype/repost_item_valuation/__init__.py b/erpnext/stock/doctype/repost_item_valuation/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/stock/doctype/repost_item_valuation/__init__.py
diff --git a/erpnext/stock/doctype/repost_item_valuation/repost_item_valuation.js b/erpnext/stock/doctype/repost_item_valuation/repost_item_valuation.js
new file mode 100644
index 0000000..e429cd5
--- /dev/null
+++ b/erpnext/stock/doctype/repost_item_valuation/repost_item_valuation.js
@@ -0,0 +1,52 @@
+// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Repost Item Valuation', {
+ setup: function(frm) {
+ frm.set_query("warehouse", () => {
+ let filters = {
+ 'is_group': 0
+ };
+ if (frm.doc.company) filters['company'] = frm.doc.company;
+ return {filters: filters};
+ });
+
+ frm.set_query("voucher_type", () => {
+ return {
+ filters: {
+ name: ['in', ['Purchase Receipt', 'Purchase Invoice', 'Delivery Note',
+ 'Sales Invoice', 'Stock Entry', 'Stock Reconciliation']]
+ }
+ };
+ });
+
+ if (frm.doc.company) {
+ frm.set_query("voucher_no", () => {
+ return {
+ filters: {
+ company: frm.doc.company
+ }
+ };
+ });
+ }
+ },
+ refresh: function(frm) {
+ if (frm.doc.status == "Failed") {
+ frm.add_custom_button(__('Restart'), function () {
+ frm.trigger("restart_reposting");
+ }).addClass("btn-primary");
+ }
+ },
+
+ restart_reposting: function(frm) {
+ frappe.call({
+ method: "restart_reposting",
+ doc: frm.doc,
+ callback: function(r) {
+ if (!r.exc) {
+ frm.refresh();
+ }
+ }
+ });
+ }
+});
diff --git a/erpnext/stock/doctype/repost_item_valuation/repost_item_valuation.json b/erpnext/stock/doctype/repost_item_valuation/repost_item_valuation.json
new file mode 100644
index 0000000..071fc86
--- /dev/null
+++ b/erpnext/stock/doctype/repost_item_valuation/repost_item_valuation.json
@@ -0,0 +1,215 @@
+{
+ "actions": [],
+ "autoname": "REPOST-ITEM-VAL-.######",
+ "creation": "2020-10-22 22:27:07.742161",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "based_on",
+ "voucher_type",
+ "voucher_no",
+ "item_code",
+ "warehouse",
+ "posting_date",
+ "posting_time",
+ "column_break_5",
+ "status",
+ "company",
+ "allow_negative_stock",
+ "via_landed_cost_voucher",
+ "allow_zero_rate",
+ "amended_from",
+ "error_section",
+ "error_log"
+ ],
+ "fields": [
+ {
+ "depends_on": "eval:doc.based_on=='Item and Warehouse'",
+ "fieldname": "item_code",
+ "fieldtype": "Link",
+ "label": "Item Code",
+ "mandatory_depends_on": "eval:doc.based_on=='Item and Warehouse'",
+ "options": "Item"
+ },
+ {
+ "depends_on": "eval:doc.based_on=='Item and Warehouse'",
+ "fieldname": "warehouse",
+ "fieldtype": "Link",
+ "label": "Warehouse",
+ "mandatory_depends_on": "eval:doc.based_on=='Item and Warehouse'",
+ "options": "Warehouse"
+ },
+ {
+ "fetch_from": "voucher_no.posting_date",
+ "fieldname": "posting_date",
+ "fieldtype": "Date",
+ "label": "Posting Date",
+ "reqd": 1
+ },
+ {
+ "fetch_from": "voucher_no.posting_time",
+ "fieldname": "posting_time",
+ "fieldtype": "Time",
+ "label": "Posting Time"
+ },
+ {
+ "default": "Queued",
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Status",
+ "no_copy": 1,
+ "options": "Queued\nIn Progress\nCompleted\nFailed",
+ "read_only": 1
+ },
+ {
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "label": "Amended From",
+ "no_copy": 1,
+ "options": "Repost Item Valuation",
+ "print_hide": 1,
+ "read_only": 1
+ },
+ {
+ "fieldname": "column_break_5",
+ "fieldtype": "Column Break"
+ },
+ {
+ "depends_on": "eval:doc.status=='Failed'",
+ "fieldname": "error_section",
+ "fieldtype": "Section Break",
+ "label": "Error"
+ },
+ {
+ "fieldname": "error_log",
+ "fieldtype": "Long Text",
+ "label": "Error Log",
+ "no_copy": 1,
+ "read_only": 1
+ },
+ {
+ "fetch_from": "warehouse.company",
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "label": "Company",
+ "options": "Company"
+ },
+ {
+ "depends_on": "eval:doc.based_on=='Transaction'",
+ "fieldname": "voucher_type",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Voucher Type",
+ "mandatory_depends_on": "eval:doc.based_on=='Transaction'",
+ "options": "DocType"
+ },
+ {
+ "depends_on": "eval:doc.based_on=='Transaction'",
+ "fieldname": "voucher_no",
+ "fieldtype": "Dynamic Link",
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Voucher No",
+ "mandatory_depends_on": "eval:doc.based_on=='Transaction'",
+ "options": "voucher_type"
+ },
+ {
+ "default": "Transaction",
+ "fieldname": "based_on",
+ "fieldtype": "Select",
+ "label": "Based On",
+ "options": "Transaction\nItem and Warehouse",
+ "reqd": 1
+ },
+ {
+ "default": "0",
+ "fieldname": "allow_negative_stock",
+ "fieldtype": "Check",
+ "label": "Allow Negative Stock"
+ },
+ {
+ "default": "0",
+ "fieldname": "via_landed_cost_voucher",
+ "fieldtype": "Check",
+ "label": "Via Landed Cost Voucher"
+ },
+ {
+ "default": "0",
+ "fieldname": "allow_zero_rate",
+ "fieldtype": "Check",
+ "label": "Allow Zero Rate"
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "is_submittable": 1,
+ "links": [],
+ "modified": "2020-12-10 07:52:12.476589",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Repost Item Valuation",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Stock User",
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Stock Manager",
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts User",
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC"
+}
\ No newline at end of file
diff --git a/erpnext/stock/doctype/repost_item_valuation/repost_item_valuation.py b/erpnext/stock/doctype/repost_item_valuation/repost_item_valuation.py
new file mode 100644
index 0000000..ba2c2c6
--- /dev/null
+++ b/erpnext/stock/doctype/repost_item_valuation/repost_item_valuation.py
@@ -0,0 +1,112 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe, erpnext
+from frappe.model.document import Document
+from frappe.utils import cint, get_link_to_form
+from erpnext.stock.stock_ledger import repost_future_sle
+from erpnext.accounts.utils import update_gl_entries_after, check_if_stock_and_account_balance_synced
+from frappe.utils.user import get_users_with_role
+from frappe import _
+class RepostItemValuation(Document):
+ def validate(self):
+ self.set_status()
+ self.reset_field_values()
+ self.set_company()
+
+ def reset_field_values(self):
+ if self.based_on == 'Transaction':
+ self.item_code = None
+ self.warehouse = None
+ else:
+ self.voucher_type = None
+ self.voucher_no = None
+
+ def set_company(self):
+ if self.voucher_type and self.voucher_no:
+ self.company = frappe.get_cached_value(self.voucher_type, self.voucher_no, "company")
+ elif self.warehouse:
+ self.company = frappe.get_cached_value("Warehouse", self.warehouse, "company")
+
+ def set_status(self, status=None):
+ if not status:
+ status = 'Queued'
+ self.db_set('status', status)
+
+ def on_submit(self):
+ frappe.enqueue(repost, timeout=1800, queue='long',
+ job_name='repost_sle', now=frappe.flags.in_test, doc=self)
+
+ def restart_reposting(self):
+ self.set_status('Queued')
+ frappe.enqueue(repost, timeout=1800, queue='long',
+ job_name='repost_sle', now=True, doc=self)
+
+def repost(doc):
+ try:
+ doc.set_status('In Progress')
+ frappe.db.commit()
+
+ repost_sl_entries(doc)
+ repost_gl_entries(doc)
+ check_if_stock_and_account_balance_synced(doc.posting_date, doc.company)
+
+ doc.set_status('Completed')
+ except Exception:
+ frappe.db.rollback()
+ traceback = frappe.get_traceback()
+ frappe.log_error(traceback)
+
+ message = frappe.message_log.pop()
+ if traceback:
+ message += "<br>" + "Traceback: <br>" + traceback
+ frappe.db.set_value(doc.doctype, doc.name, 'error_log', message)
+
+ notify_error_to_stock_managers(doc)
+ doc.set_status('Failed')
+ raise
+ finally:
+ frappe.db.commit()
+
+def repost_sl_entries(doc):
+ if doc.based_on == 'Transaction':
+ repost_future_sle(voucher_type=doc.voucher_type, voucher_no=doc.voucher_no,
+ allow_negative_stock=doc.allow_negative_stock, via_landed_cost_voucher=doc.via_landed_cost_voucher)
+ else:
+ repost_future_sle(args=[frappe._dict({
+ "item_code": doc.item_code,
+ "warehouse": doc.warehouse,
+ "posting_date": doc.posting_date,
+ "posting_time": doc.posting_time
+ })], allow_negative_stock=doc.allow_negative_stock, via_landed_cost_voucher=doc.via_landed_cost_voucher)
+
+def repost_gl_entries(doc):
+ if not cint(erpnext.is_perpetual_inventory_enabled(doc.company)):
+ return
+
+ if doc.based_on == 'Transaction':
+ ref_doc = frappe.get_doc(doc.voucher_type, doc.voucher_no)
+ items, warehouses = ref_doc.get_items_and_warehouses()
+ else:
+ items = [doc.item_code]
+ warehouses = [doc.warehouse]
+
+ update_gl_entries_after(doc.posting_date, doc.posting_time,
+ warehouses, items, company=doc.company)
+
+def notify_error_to_stock_managers(doc, traceback):
+ recipients = get_users_with_role("Stock Manager")
+ if not recipients:
+ get_users_with_role("System Manager")
+
+ subject = _("Error while reposting item valuation")
+ message = (_("Hi,") + "<br>"
+ + _("An error has been appeared while reposting item valuation via {0}")
+ .format(get_link_to_form(doc.doctype, doc.name)) + "<br>"
+ + _("Please check the error message and take necessary actions to fix the error and then restart the reposting again.")
+ )
+ frappe.sendmail(recipients=recipients, subject=subject, message=message)
+
+
diff --git a/erpnext/stock/doctype/repost_item_valuation/test_repost_item_valuation.py b/erpnext/stock/doctype/repost_item_valuation/test_repost_item_valuation.py
new file mode 100644
index 0000000..13ceb68
--- /dev/null
+++ b/erpnext/stock/doctype/repost_item_valuation/test_repost_item_valuation.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+# import frappe
+import unittest
+
+class TestRepostItemValuation(unittest.TestCase):
+ pass
diff --git a/erpnext/stock/doctype/serial_no/serial_no.py b/erpnext/stock/doctype/serial_no/serial_no.py
index 295149e..6bacf1f 100644
--- a/erpnext/stock/doctype/serial_no/serial_no.py
+++ b/erpnext/stock/doctype/serial_no/serial_no.py
@@ -6,7 +6,7 @@
import json
from frappe.model.naming import make_autoname
-from frappe.utils import cint, cstr, flt, add_days, nowdate, getdate
+from frappe.utils import cint, cstr, flt, add_days, nowdate, getdate, get_link_to_form
from erpnext.stock.get_item_details import get_reserved_qty_for_so
from frappe import _, ValidationError
@@ -134,17 +134,13 @@
sle_dict = self.get_stock_ledger_entries(serial_no)
if sle_dict:
if sle_dict.get("incoming", []):
- sle_list = [sle for sle in sle_dict["incoming"] if sle.is_cancelled == 0]
- if sle_list:
- entries["purchase_sle"] = sle_list[0]
+ entries["purchase_sle"] = sle_dict["incoming"][0]
if len(sle_dict.get("incoming", [])) - len(sle_dict.get("outgoing", [])) > 0:
entries["last_sle"] = sle_dict["incoming"][0]
else:
entries["last_sle"] = sle_dict["outgoing"][0]
- sle_list = [sle for sle in sle_dict["outgoing"] if sle.is_cancelled == 0]
- if sle_list:
- entries["delivery_sle"] = sle_list[0]
+ entries["delivery_sle"] = sle_dict["outgoing"][0]
return entries
@@ -155,11 +151,12 @@
for sle in frappe.db.sql("""
SELECT voucher_type, voucher_no,
- posting_date, posting_time, incoming_rate, actual_qty, serial_no, is_cancelled
+ posting_date, posting_time, incoming_rate, actual_qty, serial_no
FROM
`tabStock Ledger Entry`
WHERE
item_code=%s AND company = %s
+ AND is_cancelled = 0
AND (serial_no = %s
OR serial_no like %s
OR serial_no like %s
@@ -179,7 +176,7 @@
def on_trash(self):
sl_entries = frappe.db.sql("""select serial_no from `tabStock Ledger Entry`
- where serial_no like %s and item_code=%s""",
+ where serial_no like %s and item_code=%s and is_cancelled=0""",
("%%%s%%" % self.name, self.item_code), as_dict=True)
# Find the exact match
@@ -229,7 +226,7 @@
if serial_nos:
frappe.throw(_("Item {0} is not setup for Serial Nos. Column must be blank").format(sle.item_code),
SerialNoNotRequiredError)
- else:
+ elif not sle.is_cancelled:
if serial_nos:
if cint(sle.actual_qty) != flt(sle.actual_qty):
frappe.throw(_("Serial No {0} quantity {1} cannot be a fraction").format(sle.item_code, sle.actual_qty))
@@ -244,21 +241,18 @@
for serial_no in serial_nos:
if frappe.db.exists("Serial No", serial_no):
sr = frappe.db.get_value("Serial No", serial_no, ["name", "item_code", "batch_no", "sales_order",
- "delivery_document_no", "delivery_document_type", "warehouse",
+ "delivery_document_no", "delivery_document_type", "warehouse", "purchase_document_type",
"purchase_document_no", "company"], as_dict=1)
- if sr and cint(sle.actual_qty) < 0 and sr.warehouse != sle.warehouse:
- frappe.throw(_("Cannot cancel {0} {1} because Serial No {2} does not belong to the warehouse {3}")
- .format(sle.voucher_type, sle.voucher_no, serial_no, sle.warehouse), SerialNoWarehouseError)
-
if sr.item_code!=sle.item_code:
if not allow_serial_nos_with_different_item(serial_no, sle):
frappe.throw(_("Serial No {0} does not belong to Item {1}").format(serial_no,
sle.item_code), SerialNoItemError)
- if cint(sle.actual_qty) > 0 and has_duplicate_serial_no(sr, sle):
- frappe.throw(_("Serial No {0} has already been received").format(serial_no),
- SerialNoDuplicateError)
+ if cint(sle.actual_qty) > 0 and has_serial_no_exists(sr, sle):
+ doc_name = frappe.bold(get_link_to_form(sr.purchase_document_type, sr.purchase_document_no))
+ frappe.throw(_("Serial No {0} has already been received in the {1} #{2}")
+ .format(frappe.bold(serial_no), sr.purchase_document_type, doc_name), SerialNoDuplicateError)
if (sr.delivery_document_no and sle.voucher_type not in ['Stock Entry', 'Stock Reconciliation']
and sle.voucher_type == sr.delivery_document_type):
@@ -277,7 +271,7 @@
frappe.throw(_("Serial No {0} does not belong to Batch {1}").format(serial_no,
sle.batch_no), SerialNoBatchError)
- if not sr.warehouse:
+ if not sle.is_cancelled and not sr.warehouse:
frappe.throw(_("Serial No {0} does not belong to any Warehouse")
.format(serial_no), SerialNoWarehouseError)
@@ -327,6 +321,12 @@
elif cint(sle.actual_qty) < 0 or not item_det.serial_no_series:
frappe.throw(_("Serial Nos Required for Serialized Item {0}").format(sle.item_code),
SerialNoRequiredError)
+ elif serial_nos:
+ for serial_no in serial_nos:
+ sr = frappe.db.get_value("Serial No", serial_no, ["name", "warehouse"], as_dict=1)
+ if sr and cint(sle.actual_qty) < 0 and sr.warehouse != sle.warehouse:
+ frappe.throw(_("Cannot cancel {0} {1} because Serial No {2} does not belong to the warehouse {3}")
+ .format(sle.voucher_type, sle.voucher_no, serial_no, sle.warehouse))
def validate_material_transfer_entry(sle_doc):
sle_doc.update({
@@ -334,7 +334,7 @@
"skip_serial_no_validaiton": False
})
- if (sle_doc.voucher_type == "Stock Entry" and
+ if (sle_doc.voucher_type == "Stock Entry" and not sle_doc.is_cancelled and
frappe.get_cached_value("Stock Entry", sle_doc.voucher_no, "purpose") == "Material Transfer"):
if sle_doc.actual_qty < 0:
sle_doc.skip_update_serial_no = True
@@ -349,7 +349,7 @@
frappe.throw(_("""{0} Serial No {1} cannot be delivered""")
.format(msg, sr.name))
-def has_duplicate_serial_no(sn, sle):
+def has_serial_no_exists(sn, sle):
if (sn.warehouse and not sle.skip_serial_no_validaiton
and sle.voucher_type != 'Stock Reconciliation'):
return True
@@ -359,12 +359,13 @@
status = False
if sn.purchase_document_no:
- if sle.voucher_type in ['Purchase Receipt', 'Stock Entry', "Purchase Invoice"] and \
- sn.delivery_document_type not in ['Purchase Receipt', 'Stock Entry', "Purchase Invoice"]:
+ if (sle.voucher_type in ['Purchase Receipt', 'Stock Entry', "Purchase Invoice"] and
+ sn.delivery_document_type not in ['Purchase Receipt', 'Stock Entry', "Purchase Invoice"]):
status = True
- if status and sle.voucher_type == 'Stock Entry' and \
- frappe.db.get_value('Stock Entry', sle.voucher_no, 'purpose') != 'Material Receipt':
+ # If status is receipt then system will allow to in-ward the delivered serial no
+ if (status and sle.voucher_type == "Stock Entry" and frappe.db.get_value("Stock Entry",
+ sle.voucher_no, "purpose") in ("Material Receipt", "Material Transfer")):
status = False
return status
@@ -379,7 +380,7 @@
stock_entry = frappe.get_cached_doc("Stock Entry", sle.voucher_no)
if stock_entry.purpose in ("Repack", "Manufacture"):
for d in stock_entry.get("items"):
- if d.serial_no and (d.s_warehouse or d.t_warehouse):
+ if d.serial_no and (d.s_warehouse if not sle.is_cancelled else d.t_warehouse):
serial_nos = get_serial_nos(d.serial_no)
if sle_serial_no in serial_nos:
allow_serial_nos = True
@@ -388,7 +389,7 @@
def update_serial_nos(sle, item_det):
if sle.skip_update_serial_no: return
- if not sle.serial_no and cint(sle.actual_qty) > 0 \
+ if not sle.is_cancelled and not sle.serial_no and cint(sle.actual_qty) > 0 \
and item_det.has_serial_no == 1 and item_det.serial_no_series:
serial_nos = get_auto_serial_nos(item_det.serial_no_series, sle.actual_qty)
frappe.db.set(sle, "serial_no", serial_nos)
@@ -420,7 +421,7 @@
if is_new:
created_numbers.append(sr.name)
- form_links = list(map(lambda d: frappe.utils.get_link_to_form('Serial No', d), created_numbers))
+ form_links = list(map(lambda d: get_link_to_form('Serial No', d), created_numbers))
# Setting up tranlated title field for all cases
singular_title = _("Serial Number Created")
diff --git a/erpnext/stock/doctype/serial_no/test_serial_no.py b/erpnext/stock/doctype/serial_no/test_serial_no.py
index ab06107..ed70790 100644
--- a/erpnext/stock/doctype/serial_no/test_serial_no.py
+++ b/erpnext/stock/doctype/serial_no/test_serial_no.py
@@ -12,7 +12,6 @@
from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note
from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
-from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory
test_dependencies = ["Item"]
test_records = frappe.get_test_records('Serial No')
@@ -38,8 +37,6 @@
self.assertTrue(SerialNoCannotCannotChangeError, sr.save)
def test_inter_company_transfer(self):
- set_perpetual_inventory(0, "_Test Company 1")
- set_perpetual_inventory(0)
se = make_serialized_item(target_warehouse="_Test Warehouse - _TC")
serial_nos = get_serial_nos(se.get("items")[0].serial_no)
diff --git a/erpnext/stock/doctype/shipment/shipment.json b/erpnext/stock/doctype/shipment/shipment.json
index 37a9cc6..76c331c 100644
--- a/erpnext/stock/doctype/shipment/shipment.json
+++ b/erpnext/stock/doctype/shipment/shipment.json
@@ -345,7 +345,8 @@
"label": "Status",
"no_copy": 1,
"options": "Draft\nSubmitted\nBooked\nCancelled\nCompleted",
- "print_hide": 1
+ "print_hide": 1,
+ "read_only": 1
},
{
"fieldname": "tracking_url",
@@ -430,7 +431,7 @@
],
"is_submittable": 1,
"links": [],
- "modified": "2020-12-02 15:43:44.607039",
+ "modified": "2020-12-25 15:02:34.891976",
"modified_by": "Administrator",
"module": "Stock",
"name": "Shipment",
diff --git a/erpnext/stock/doctype/shipment/shipment.py b/erpnext/stock/doctype/shipment/shipment.py
index de0c243..4697a7b 100644
--- a/erpnext/stock/doctype/shipment/shipment.py
+++ b/erpnext/stock/doctype/shipment/shipment.py
@@ -5,7 +5,7 @@
from __future__ import unicode_literals
import frappe
from frappe import _
-from frappe.utils import flt
+from frappe.utils import flt, get_time
from frappe.model.document import Document
from erpnext.accounts.party import get_party_shipping_address
from frappe.contacts.doctype.contact.contact import get_default_contact
@@ -13,6 +13,7 @@
class Shipment(Document):
def validate(self):
self.validate_weight()
+ self.validate_pickup_time()
self.set_value_of_goods()
if self.docstatus == 0:
self.status = 'Draft'
@@ -32,6 +33,10 @@
if flt(parcel.weight) <= 0:
frappe.throw(_('Parcel weight cannot be 0'))
+ def validate_pickup_time(self):
+ if self.pickup_from and self.pickup_to and get_time(self.pickup_to) < get_time(self.pickup_from):
+ frappe.throw(_("Pickup To time should be greater than Pickup From time"))
+
def set_value_of_goods(self):
value_of_goods = 0
for entry in self.get("shipment_delivery_note"):
diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.js b/erpnext/stock/doctype/stock_entry/stock_entry.js
index 27fcbb7..357fa8d 100644
--- a/erpnext/stock/doctype/stock_entry/stock_entry.js
+++ b/erpnext/stock/doctype/stock_entry/stock_entry.js
@@ -1,6 +1,7 @@
// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors // License: GNU General Public License v3. See license.txt
frappe.provide("erpnext.stock");
+frappe.provide("erpnext.accounts.dimensions");
frappe.ui.form.on('Stock Entry', {
setup: function(frm) {
@@ -97,6 +98,7 @@
});
frm.add_fetch("bom_no", "inspection_required", "inspection_required");
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
setup_quality_inspection: function(frm) {
@@ -312,6 +314,8 @@
frm.set_value("letter_head", company_doc.default_letter_head);
}
frm.trigger("toggle_display_account_head");
+
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
}
},
@@ -510,22 +514,31 @@
calculate_amount: function(frm) {
frm.events.calculate_total_additional_costs(frm);
-
- const total_basic_amount = frappe.utils.sum(
- (frm.doc.items || []).map(function(i) { return i.t_warehouse ? flt(i.basic_amount) : 0; })
- );
+ let total_basic_amount = 0;
+ if (in_list(["Repack", "Manufacture"], frm.doc.purpose)) {
+ total_basic_amount = frappe.utils.sum(
+ (frm.doc.items || []).map(function(i) {
+ return i.is_finished_item ? flt(i.basic_amount) : 0;
+ })
+ );
+ } else {
+ total_basic_amount = frappe.utils.sum(
+ (frm.doc.items || []).map(function(i) {
+ return i.t_warehouse ? flt(i.basic_amount) : 0;
+ })
+ );
+ }
for (let i in frm.doc.items) {
let item = frm.doc.items[i];
- if (item.t_warehouse && total_basic_amount) {
+ if (((in_list(["Repack", "Manufacture"], frm.doc.purpose) && item.is_finished_item) || item.t_warehouse) && total_basic_amount) {
item.additional_cost = (flt(item.basic_amount) / total_basic_amount) * frm.doc.total_additional_costs;
} else {
item.additional_cost = 0;
}
- item.amount = flt(item.basic_amount + flt(item.additional_cost),
- precision("amount", item));
+ item.amount = flt(item.basic_amount + flt(item.additional_cost), precision("amount", item));
if (flt(item.transfer_qty)) {
item.valuation_rate = flt(flt(item.basic_rate) + (flt(item.additional_cost) / flt(item.transfer_qty)),
@@ -666,7 +679,13 @@
});
refresh_field("items");
- if (!d.serial_no) {
+ let no_batch_serial_number_value = !d.serial_no;
+ if (d.has_batch_no && !d.has_serial_no) {
+ // check only batch_no for batched item
+ no_batch_serial_number_value = !d.batch_no;
+ }
+
+ if (no_batch_serial_number_value) {
erpnext.stock.select_batch_and_serial_no(frm, d);
}
}
diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.json b/erpnext/stock/doctype/stock_entry/stock_entry.json
index 61e0df6..5aed081 100644
--- a/erpnext/stock/doctype/stock_entry/stock_entry.json
+++ b/erpnext/stock/doctype/stock_entry/stock_entry.json
@@ -644,9 +644,10 @@
],
"icon": "fa fa-file-text",
"idx": 1,
+ "index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
- "modified": "2020-08-11 19:10:07.954981",
+ "modified": "2020-09-09 12:59:02.508943",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock Entry",
diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.py b/erpnext/stock/doctype/stock_entry/stock_entry.py
index 32d7e6e..4782a9d 100644
--- a/erpnext/stock/doctype/stock_entry/stock_entry.py
+++ b/erpnext/stock/doctype/stock_entry/stock_entry.py
@@ -18,7 +18,7 @@
from frappe.model.mapper import get_mapped_doc
from erpnext.stock.doctype.serial_no.serial_no import update_serial_nos_after_submit, get_serial_nos
from erpnext.stock.doctype.stock_reconciliation.stock_reconciliation import OpeningEntryAccountError
-
+from erpnext.accounts.general_ledger import process_gl_map
import json
from six import string_types, itervalues, iteritems
@@ -58,6 +58,7 @@
self.validate_warehouse()
self.validate_work_order()
self.validate_bom()
+ self.mark_finished_and_scrap_items()
self.validate_finished_goods()
self.validate_with_material_request()
self.validate_batch()
@@ -75,13 +76,11 @@
else:
set_batch_nos(self, 's_warehouse')
- self.set_incoming_rate()
self.validate_serialized_batch()
self.set_actual_qty()
- self.calculate_rate_and_amount(update_finished_item_rate=False)
+ self.calculate_rate_and_amount()
def on_submit(self):
-
self.update_stock_ledger()
update_serial_nos_after_submit(self, "items")
@@ -89,11 +88,15 @@
self.validate_purchase_order()
if self.purchase_order and self.purpose == "Send to Subcontractor":
self.update_purchase_order_supplied_items()
+
self.make_gl_entries()
+
+ self.repost_future_sle_and_gle()
self.update_cost_in_project()
self.validate_reserved_serial_no_consumption()
self.update_transferred_qty()
self.update_quality_inspection()
+
if self.work_order and self.purpose == "Manufacture":
self.update_so_in_serial_number()
@@ -113,9 +116,10 @@
self.update_work_order()
self.update_stock_ledger()
- self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry')
+ self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry', 'Repost Item Valuation')
self.make_gl_entries_on_cancel()
+ self.repost_future_sle_and_gle()
self.update_cost_in_project()
self.update_transferred_qty()
self.update_quality_inspection()
@@ -255,12 +259,16 @@
item_code.append(item.item_code)
def validate_fg_completed_qty(self):
+ item_wise_qty = {}
if self.purpose == "Manufacture" and self.work_order:
- production_item = frappe.get_value('Work Order', self.work_order, 'production_item')
- for item in self.items:
- if item.item_code == production_item and item.t_warehouse and item.qty != self.fg_completed_qty:
- frappe.throw(_("Finished product quantity <b>{0}</b> and For Quantity <b>{1}</b> cannot be different")
- .format(item.qty, self.fg_completed_qty))
+ for d in self.items:
+ if d.is_finished_item:
+ item_wise_qty.setdefault(d.item_code, []).append(d.qty)
+
+ for item_code, qty_list in iteritems(item_wise_qty):
+ if self.fg_completed_qty != sum(qty_list):
+ frappe.throw(_("The finished product {0} quantity {1} and For Quantity {2} cannot be different")
+ .format(frappe.bold(item_code), frappe.bold(sum(qty_list)), frappe.bold(self.fg_completed_qty)))
def validate_difference_account(self):
if not cint(erpnext.is_perpetual_inventory_enabled(self.company)):
@@ -316,7 +324,7 @@
if self.purpose == "Manufacture":
if validate_for_manufacture:
- if d.bom_no:
+ if d.is_finished_item or d.is_scrap_item:
d.s_warehouse = None
if not d.t_warehouse:
frappe.throw(_("Target warehouse is mandatory for row {0}").format(d.idx))
@@ -382,21 +390,6 @@
frappe.throw(_("Stock Entries already created for Work Order ")
+ self.work_order + ":" + ", ".join(other_ste), DuplicateEntryForWorkOrderError)
- def set_incoming_rate(self):
- if self.purpose == "Repack":
- self.set_basic_rate_for_finished_goods()
-
- for d in self.items:
- if d.s_warehouse:
- args = self.get_args_for_incoming_rate(d)
- d.basic_rate = get_incoming_rate(args)
- elif d.allow_zero_valuation_rate and not d.s_warehouse:
- d.basic_rate = 0.0
- elif d.t_warehouse and not d.basic_rate:
- d.basic_rate = get_valuation_rate(d.item_code, d.t_warehouse,
- self.doctype, self.name, d.allow_zero_valuation_rate,
- currency=erpnext.get_company_currency(self.company), company=self.company)
-
def set_actual_qty(self):
allow_negative_stock = cint(frappe.db.get_value("Stock Settings", None, "allow_negative_stock"))
@@ -432,57 +425,65 @@
d.serial_no = transferred_serial_no
def get_stock_and_rate(self):
+ """
+ Updates rate and availability of all the items.
+ Called from Update Rate and Availability button.
+ """
self.set_work_order_details()
self.set_transfer_qty()
self.set_actual_qty()
self.calculate_rate_and_amount()
- def calculate_rate_and_amount(self, force=False,
- update_finished_item_rate=True, raise_error_if_no_rate=True):
- self.set_basic_rate(force, update_finished_item_rate, raise_error_if_no_rate)
+ def calculate_rate_and_amount(self, reset_outgoing_rate=True, raise_error_if_no_rate=True):
+ self.set_basic_rate(reset_outgoing_rate, raise_error_if_no_rate)
self.distribute_additional_costs()
self.update_valuation_rate()
self.set_total_incoming_outgoing_value()
self.set_total_amount()
- def set_basic_rate(self, force=False, update_finished_item_rate=True, raise_error_if_no_rate=True):
- """get stock and incoming rate on posting date"""
- raw_material_cost = 0.0
- scrap_material_cost = 0.0
- fg_basic_rate = 0.0
+ def set_basic_rate(self, reset_outgoing_rate=True, raise_error_if_no_rate=True):
+ """
+ Set rate for outgoing, scrapped and finished items
+ """
+ # Set rate for outgoing items
+ outgoing_items_cost = self.set_rate_for_outgoing_items(reset_outgoing_rate)
+ finished_item_qty = sum([d.transfer_qty for d in self.items if d.is_finished_item])
+ # Set basic rate for incoming items
for d in self.get('items'):
- if d.t_warehouse: fg_basic_rate = flt(d.basic_rate)
- args = self.get_args_for_incoming_rate(d)
+ if d.s_warehouse or d.set_basic_rate_manually: continue
- # get basic rate
- if not d.bom_no:
- if (not flt(d.basic_rate) and not d.allow_zero_valuation_rate) or d.s_warehouse or force:
- basic_rate = flt(get_incoming_rate(args, raise_error_if_no_rate), self.precision("basic_rate", d))
- if basic_rate > 0:
- d.basic_rate = basic_rate
+ if d.allow_zero_valuation_rate:
+ d.basic_rate = 0.0
+ elif d.is_finished_item:
+ if self.purpose == "Manufacture":
+ d.basic_rate = self.get_basic_rate_for_manufactured_item(finished_item_qty, outgoing_items_cost)
+ elif self.purpose == "Repack":
+ d.basic_rate = self.get_basic_rate_for_repacked_items(d.transfer_qty, outgoing_items_cost)
+
+ if not d.basic_rate and not d.allow_zero_valuation_rate:
+ d.basic_rate = get_valuation_rate(d.item_code, d.t_warehouse,
+ self.doctype, self.name, d.allow_zero_valuation_rate,
+ currency=erpnext.get_company_currency(self.company), company=self.company,
+ raise_error_if_no_rate=raise_error_if_no_rate)
+
+ d.basic_rate = flt(d.basic_rate, d.precision("basic_rate"))
+ d.basic_amount = flt(flt(d.transfer_qty) * flt(d.basic_rate), d.precision("basic_amount"))
+
+ def set_rate_for_outgoing_items(self, reset_outgoing_rate=True):
+ outgoing_items_cost = 0.0
+ for d in self.get('items'):
+ if d.s_warehouse:
+ if reset_outgoing_rate:
+ args = self.get_args_for_incoming_rate(d)
+ rate = get_incoming_rate(args)
+ if rate > 0:
+ d.basic_rate = rate
d.basic_amount = flt(flt(d.transfer_qty) * flt(d.basic_rate), d.precision("basic_amount"))
if not d.t_warehouse:
- raw_material_cost += flt(d.basic_amount)
-
- # get scrap items basic rate
- if d.bom_no:
- if not flt(d.basic_rate) and not d.allow_zero_valuation_rate and \
- getattr(self, "pro_doc", frappe._dict()).scrap_warehouse == d.t_warehouse:
- basic_rate = flt(get_incoming_rate(args, raise_error_if_no_rate),
- self.precision("basic_rate", d))
- if basic_rate > 0:
- d.basic_rate = basic_rate
- d.basic_amount = flt(flt(d.transfer_qty) * flt(d.basic_rate), d.precision("basic_amount"))
-
- if getattr(self, "pro_doc", frappe._dict()).scrap_warehouse == d.t_warehouse:
-
- scrap_material_cost += flt(d.basic_amount)
-
- number_of_fg_items = len([t.t_warehouse for t in self.get("items") if t.t_warehouse])
- if (fg_basic_rate == 0.0 and number_of_fg_items == 1) or update_finished_item_rate:
- self.set_basic_rate_for_finished_goods(raw_material_cost, scrap_material_cost)
+ outgoing_items_cost += flt(d.basic_amount)
+ return outgoing_items_cost
def get_args_for_incoming_rate(self, item):
return frappe._dict({
@@ -498,44 +499,44 @@
"allow_zero_valuation": item.allow_zero_valuation_rate,
})
- def set_basic_rate_for_finished_goods(self, raw_material_cost=0, scrap_material_cost=0):
- total_fg_qty = 0
- if not raw_material_cost and self.get("items"):
- raw_material_cost = sum([flt(row.basic_amount) for row in self.items
- if row.s_warehouse and not row.t_warehouse])
+ def get_basic_rate_for_repacked_items(self, finished_item_qty, outgoing_items_cost):
+ finished_items = [d.item_code for d in self.get("items") if d.is_finished_item]
+ if len(finished_items) == 1:
+ return flt(outgoing_items_cost / finished_item_qty)
+ else:
+ unique_finished_items = set(finished_items)
+ if len(unique_finished_items) == 1:
+ total_fg_qty = sum([flt(d.transfer_qty) for d in self.items if d.is_finished_item])
+ return flt(outgoing_items_cost / total_fg_qty)
- total_fg_qty = sum([flt(row.qty) for row in self.items
- if row.t_warehouse and not row.s_warehouse])
+ def get_basic_rate_for_manufactured_item(self, finished_item_qty, outgoing_items_cost=0):
+ scrap_items_cost = sum([flt(d.basic_amount) for d in self.get("items") if d.is_scrap_item])
- if self.purpose in ["Manufacture", "Repack"]:
- for d in self.get("items"):
- if (d.transfer_qty and (d.bom_no or d.t_warehouse)
- and (getattr(self, "pro_doc", frappe._dict()).scrap_warehouse != d.t_warehouse)):
+ # Get raw materials cost from BOM if multiple material consumption entries
+ if frappe.db.get_single_value("Manufacturing Settings", "material_consumption"):
+ bom_items = self.get_bom_raw_materials(finished_item_qty)
+ outgoing_items_cost = sum([flt(row.qty)*flt(row.rate) for row in bom_items.values()])
- if (self.work_order and self.purpose == "Manufacture"
- and frappe.db.get_single_value("Manufacturing Settings", "material_consumption")):
- bom_items = self.get_bom_raw_materials(d.transfer_qty)
- raw_material_cost = sum([flt(row.qty)*flt(row.rate) for row in bom_items.values()])
-
- if raw_material_cost and self.purpose == "Manufacture":
- d.basic_rate = flt((raw_material_cost - scrap_material_cost) / flt(d.transfer_qty), d.precision("basic_rate"))
- d.basic_amount = flt((raw_material_cost - scrap_material_cost), d.precision("basic_amount"))
- elif self.purpose == "Repack" and total_fg_qty and not d.set_basic_rate_manually:
- d.basic_rate = flt(raw_material_cost) / flt(total_fg_qty)
- d.basic_amount = d.basic_rate * flt(d.qty)
+ return flt((outgoing_items_cost - scrap_items_cost) / finished_item_qty)
def distribute_additional_costs(self):
- if self.purpose == "Material Issue":
+ # If no incoming items, set additional costs blank
+ if not any([d.item_code for d in self.items if d.t_warehouse]):
self.additional_costs = []
self.total_additional_costs = sum([flt(t.amount) for t in self.get("additional_costs")])
- total_basic_amount = sum([flt(t.basic_amount) for t in self.get("items") if t.t_warehouse])
- for d in self.get("items"):
- if d.t_warehouse and total_basic_amount:
- d.additional_cost = (flt(d.basic_amount) / total_basic_amount) * self.total_additional_costs
- else:
- d.additional_cost = 0
+ if self.purpose in ("Repack", "Manufacture"):
+ incoming_items_cost = sum([flt(t.basic_amount) for t in self.get("items") if t.is_finished_item])
+ else:
+ incoming_items_cost = sum([flt(t.basic_amount) for t in self.get("items") if t.t_warehouse])
+
+ if incoming_items_cost:
+ for d in self.get("items"):
+ if (self.purpose in ("Repack", "Manufacture") and d.is_finished_item) or d.t_warehouse:
+ d.additional_cost = (flt(d.basic_amount) / incoming_items_cost) * self.total_additional_costs
+ else:
+ d.additional_cost = 0
def update_valuation_rate(self):
for d in self.get("items"):
@@ -638,71 +639,115 @@
item_code = d.original_item or d.item_code
validate_bom_no(item_code, d.bom_no)
+ def mark_finished_and_scrap_items(self):
+ if self.purpose in ("Repack", "Manufacture"):
+ if any([d.item_code for d in self.items if (d.is_finished_item and d.t_warehouse)]):
+ return
+
+ finished_item = self.get_finished_item()
+
+ for d in self.items:
+ if d.t_warehouse and not d.s_warehouse:
+ if self.purpose=="Repack" or d.item_code == finished_item:
+ d.is_finished_item = 1
+ else:
+ d.is_scrap_item = 1
+ else:
+ d.is_finished_item = 0
+ d.is_scrap_item = 0
+
+ def get_finished_item(self):
+ finished_item = None
+ if self.work_order:
+ finished_item = frappe.db.get_value("Work Order", self.work_order, "production_item")
+ elif self.bom_no:
+ finished_item = frappe.db.get_value("BOM", self.bom_no, "item")
+
+ return finished_item
+
def validate_finished_goods(self):
"""validation: finished good quantity should be same as manufacturing quantity"""
if not self.work_order: return
- items_with_target_warehouse = []
- allowance_percentage = flt(frappe.db.get_single_value("Manufacturing Settings",
- "overproduction_percentage_for_work_order"))
-
production_item, wo_qty = frappe.db.get_value("Work Order",
self.work_order, ["production_item", "qty"])
+ finished_items = []
for d in self.get('items'):
- if (self.purpose != "Send to Subcontractor" and d.bom_no
- and flt(d.transfer_qty) > flt(self.fg_completed_qty) and d.item_code == production_item):
- frappe.throw(_("Quantity in row {0} ({1}) must be same as manufactured quantity {2}"). \
- format(d.idx, d.transfer_qty, self.fg_completed_qty))
+ if d.is_finished_item:
+ if d.item_code != production_item:
+ frappe.throw(_("Finished Item {0} does not match with Work Order {1}")
+ .format(d.item_code, self.work_order))
+ elif flt(d.transfer_qty) > flt(self.fg_completed_qty):
+ frappe.throw(_("Quantity in row {0} ({1}) must be same as manufactured quantity {2}"). \
+ format(d.idx, d.transfer_qty, self.fg_completed_qty))
+ finished_items.append(d.item_code)
- if self.work_order and self.purpose == "Manufacture" and d.t_warehouse:
- items_with_target_warehouse.append(d.item_code)
+ if len(set(finished_items)) > 1:
+ frappe.throw(_("Multiple items cannot be marked as finished item"))
- if self.work_order and self.purpose == "Manufacture":
+ if self.purpose == "Manufacture":
+ allowance_percentage = flt(frappe.db.get_single_value("Manufacturing Settings",
+ "overproduction_percentage_for_work_order"))
+
allowed_qty = wo_qty + (allowance_percentage/100 * wo_qty)
if self.fg_completed_qty > allowed_qty:
frappe.throw(_("For quantity {0} should not be greater than work order quantity {1}")
.format(flt(self.fg_completed_qty), wo_qty))
- if production_item not in items_with_target_warehouse:
- frappe.throw(_("Finished Item {0} must be entered for Manufacture type entry")
- .format(production_item))
-
def update_stock_ledger(self):
sl_entries = []
+ finished_item_row = self.get_finished_item_row()
- # make sl entries for source warehouse first, then do for target warehouse
- for d in self.get('items'):
- if cstr(d.s_warehouse):
- sl_entries.append(self.get_sl_entries(d, {
- "warehouse": cstr(d.s_warehouse),
- "actual_qty": -flt(d.transfer_qty),
- "incoming_rate": 0
- }))
+ # make sl entries for source warehouse first
+ self.get_sle_for_source_warehouse(sl_entries, finished_item_row)
- for d in self.get('items'):
- if cstr(d.t_warehouse):
- sl_entries.append(self.get_sl_entries(d, {
- "warehouse": cstr(d.t_warehouse),
- "actual_qty": flt(d.transfer_qty),
- "incoming_rate": flt(d.valuation_rate)
- }))
+ # SLE for target warehouse
+ self.get_sle_for_target_warehouse(sl_entries, finished_item_row)
- # On cancellation, make stock ledger entry for
- # target warehouse first, to update serial no values properly
-
- # if cstr(d.s_warehouse) and self.docstatus == 2:
- # sl_entries.append(self.get_sl_entries(d, {
- # "warehouse": cstr(d.s_warehouse),
- # "actual_qty": -flt(d.transfer_qty),
- # "incoming_rate": 0
- # }))
-
+ # reverse sl entries if cancel
if self.docstatus == 2:
sl_entries.reverse()
self.make_sl_entries(sl_entries)
+ def get_finished_item_row(self):
+ finished_item_row = None
+ if self.purpose in ("Manufacture", "Repack"):
+ for d in self.get('items'):
+ if d.is_finished_item:
+ finished_item_row = d
+
+ return finished_item_row
+
+ def get_sle_for_source_warehouse(self, sl_entries, finished_item_row):
+ for d in self.get('items'):
+ if cstr(d.s_warehouse):
+ sle = self.get_sl_entries(d, {
+ "warehouse": cstr(d.s_warehouse),
+ "actual_qty": -flt(d.transfer_qty),
+ "incoming_rate": 0
+ })
+ if cstr(d.t_warehouse):
+ sle.dependant_sle_voucher_detail_no = d.name
+ elif finished_item_row and (finished_item_row.item_code != d.item_code or finished_item_row.t_warehouse != d.s_warehouse):
+ sle.dependant_sle_voucher_detail_no = finished_item_row.name
+
+ sl_entries.append(sle)
+
+ def get_sle_for_target_warehouse(self, sl_entries, finished_item_row):
+ for d in self.get('items'):
+ if cstr(d.t_warehouse):
+ sle = self.get_sl_entries(d, {
+ "warehouse": cstr(d.t_warehouse),
+ "actual_qty": flt(d.transfer_qty),
+ "incoming_rate": flt(d.valuation_rate)
+ })
+ if cstr(d.s_warehouse) or (finished_item_row and d.name == finished_item_row.name):
+ sle.recalculate_rate = 1
+
+ sl_entries.append(sle)
+
def get_gl_entries(self, warehouse_account):
gl_entries = super(StockEntry, self).get_gl_entries(warehouse_account)
@@ -747,7 +792,7 @@
"credit": -1 * amount # put it as negative credit instead of debit purposefully
}, item=d))
- return gl_entries
+ return process_gl_map(gl_entries)
def update_work_order(self):
def _validate_work_order(pro_doc):
@@ -996,6 +1041,7 @@
"stock_uom": item.stock_uom,
"expense_account": item.get("expense_account"),
"cost_center": item.get("buying_cost_center"),
+ "is_finished_item": 1
}
}, bom_no = self.bom_no)
@@ -1034,6 +1080,7 @@
for item in itervalues(item_dict):
item.from_warehouse = ""
+ item.is_scrap_item = 1
return item_dict
def get_unconsumed_raw_materials(self):
@@ -1246,6 +1293,8 @@
se_child.subcontracted_item = item_dict[d].get("main_item_code")
se_child.cost_center = (item_dict[d].get("cost_center") or
get_default_cost_center(item_dict[d], company = self.company))
+ se_child.is_finished_item = item_dict[d].get("is_finished_item", 0)
+ se_child.is_scrap_item = item_dict[d].get("is_scrap_item", 0)
for field in ["idx", "po_detail", "original_item",
"expense_account", "description", "item_name"]:
@@ -1284,9 +1333,6 @@
frappe.MappingMismatchError)
elif self.purpose == "Material Transfer" and self.add_to_transit:
continue
- elif mreq_item.warehouse != (item.s_warehouse if self.purpose == "Material Issue" else item.t_warehouse):
- frappe.throw(_("Warehouse for row {0} does not match Material Request").format(item.idx),
- frappe.MappingMismatchError)
def validate_batch(self):
if self.purpose in ["Material Transfer for Manufacture", "Manufacture", "Repack", "Send to Subcontractor"]:
diff --git a/erpnext/stock/doctype/stock_entry/test_stock_entry.py b/erpnext/stock/doctype/stock_entry/test_stock_entry.py
index 9b6744c..123f0c8 100644
--- a/erpnext/stock/doctype/stock_entry/test_stock_entry.py
+++ b/erpnext/stock/doctype/stock_entry/test_stock_entry.py
@@ -6,7 +6,6 @@
import frappe.defaults
from frappe.utils import flt, nowdate, nowtime
from erpnext.stock.doctype.serial_no.serial_no import *
-from erpnext import set_perpetual_inventory
from erpnext.stock.doctype.stock_ledger_entry.stock_ledger_entry import StockFreezeError
from erpnext.stock.stock_ledger import get_previous_sle
from frappe.permissions import add_user_permission, remove_user_permission
@@ -32,7 +31,6 @@
class TestStockEntry(unittest.TestCase):
def tearDown(self):
frappe.set_user("Administrator")
- set_perpetual_inventory(0)
def test_fifo(self):
frappe.db.set_value("Stock Settings", None, "allow_negative_stock", 1)
@@ -181,22 +179,20 @@
def test_material_transfer_gl_entry(self):
company = frappe.db.get_value('Warehouse', 'Stores - TCP1', 'company')
- create_stock_reconciliation(qty=100, rate=100)
-
mtn = make_stock_entry(item_code="_Test Item", source="Stores - TCP1",
- target="Finished Goods - TCP1", qty=45)
+ target="Finished Goods - TCP1", qty=45, company=company)
self.check_stock_ledger_entries("Stock Entry", mtn.name,
[["_Test Item", "Stores - TCP1", -45.0], ["_Test Item", "Finished Goods - TCP1", 45.0]])
- stock_in_hand_account = get_inventory_account(mtn.company, mtn.get("items")[0].s_warehouse)
+ source_warehouse_account = get_inventory_account(mtn.company, mtn.get("items")[0].s_warehouse)
- fixed_asset_account = get_inventory_account(mtn.company, mtn.get("items")[0].t_warehouse)
+ target_warehouse_account = get_inventory_account(mtn.company, mtn.get("items")[0].t_warehouse)
- if stock_in_hand_account == fixed_asset_account:
+ if source_warehouse_account == target_warehouse_account:
# no gl entry as both source and target warehouse has linked to same account.
self.assertFalse(frappe.db.sql("""select * from `tabGL Entry`
- where voucher_type='Stock Entry' and voucher_no=%s""", mtn.name))
+ where voucher_type='Stock Entry' and voucher_no=%s""", mtn.name, as_dict=1))
else:
stock_value_diff = abs(frappe.db.get_value("Stock Ledger Entry", {"voucher_type": "Stock Entry",
@@ -204,8 +200,8 @@
self.check_gl_entries("Stock Entry", mtn.name,
sorted([
- [stock_in_hand_account, 0.0, stock_value_diff],
- [fixed_asset_account, stock_value_diff, 0.0],
+ [source_warehouse_account, 0.0, stock_value_diff],
+ [target_warehouse_account, stock_value_diff, 0.0],
])
)
@@ -213,7 +209,6 @@
def test_repack_no_change_in_valuation(self):
company = frappe.db.get_value('Warehouse', '_Test Warehouse - _TC', 'company')
- set_perpetual_inventory(0, company)
make_stock_entry(item_code="_Test Item", target="_Test Warehouse - _TC", qty=50, basic_rate=100)
make_stock_entry(item_code="_Test Item Home Desktop 100", target="_Test Warehouse - _TC",
@@ -235,8 +230,6 @@
order by account desc""", repack.name, as_dict=1)
self.assertFalse(gl_entries)
- set_perpetual_inventory(0, repack.company)
-
def test_repack_with_additional_costs(self):
company = frappe.db.get_value('Warehouse', 'Stores - TCP1', 'company')
@@ -474,7 +467,6 @@
def test_warehouse_company_validation(self):
company = frappe.db.get_value('Warehouse', '_Test Warehouse 2 - _TC1', 'company')
- set_perpetual_inventory(0, company)
frappe.get_doc("User", "test2@example.com")\
.add_roles("Sales User", "Sales Manager", "Stock User", "Stock Manager")
frappe.set_user("test2@example.com")
@@ -500,7 +492,7 @@
st1 = frappe.copy_doc(test_records[0])
st1.company = "_Test Company 1"
- set_perpetual_inventory(0, st1.company)
+
frappe.set_user("test@example.com")
st1.get("items")[0].t_warehouse="_Test Warehouse 2 - _TC1"
self.assertRaises(frappe.PermissionError, st1.insert)
@@ -698,47 +690,54 @@
repack.insert()
self.assertRaises(frappe.ValidationError, repack.submit)
- def test_material_consumption(self):
- from erpnext.manufacturing.doctype.work_order.work_order \
- import make_stock_entry as _make_stock_entry
- bom_no = frappe.db.get_value("BOM", {"item": "_Test FG Item 2",
- "is_default": 1, "docstatus": 1})
+ # def test_material_consumption(self):
+ # frappe.db.set_value("Manufacturing Settings", None, "backflush_raw_materials_based_on", "BOM")
+ # frappe.db.set_value("Manufacturing Settings", None, "material_consumption", "0")
- work_order = frappe.new_doc("Work Order")
- work_order.update({
- "company": "_Test Company",
- "fg_warehouse": "_Test Warehouse 1 - _TC",
- "production_item": "_Test FG Item 2",
- "bom_no": bom_no,
- "qty": 4.0,
- "stock_uom": "_Test UOM",
- "wip_warehouse": "_Test Warehouse - _TC",
- "additional_operating_cost": 1000
- })
- work_order.insert()
- work_order.submit()
+ # from erpnext.manufacturing.doctype.work_order.work_order \
+ # import make_stock_entry as _make_stock_entry
+ # bom_no = frappe.db.get_value("BOM", {"item": "_Test FG Item 2",
+ # "is_default": 1, "docstatus": 1})
- make_stock_entry(item_code="_Test Serialized Item With Series", target="_Test Warehouse - _TC", qty=50, basic_rate=100)
- make_stock_entry(item_code="_Test Item 2", target="_Test Warehouse - _TC", qty=50, basic_rate=20)
+ # work_order = frappe.new_doc("Work Order")
+ # work_order.update({
+ # "company": "_Test Company",
+ # "fg_warehouse": "_Test Warehouse 1 - _TC",
+ # "production_item": "_Test FG Item 2",
+ # "bom_no": bom_no,
+ # "qty": 4.0,
+ # "stock_uom": "_Test UOM",
+ # "wip_warehouse": "_Test Warehouse - _TC",
+ # "additional_operating_cost": 1000,
+ # "use_multi_level_bom": 1
+ # })
+ # work_order.insert()
+ # work_order.submit()
- item_quantity = {
- '_Test Item': 10.0,
- '_Test Item 2': 12.0,
- '_Test Serialized Item With Series': 6.0
- }
+ # make_stock_entry(item_code="_Test Serialized Item With Series", target="_Test Warehouse - _TC", qty=50, basic_rate=100)
+ # make_stock_entry(item_code="_Test Item 2", target="_Test Warehouse - _TC", qty=50, basic_rate=20)
- stock_entry = frappe.get_doc(_make_stock_entry(work_order.name, "Material Consumption for Manufacture", 2))
- for d in stock_entry.get('items'):
- self.assertEqual(item_quantity.get(d.item_code), d.qty)
+ # item_quantity = {
+ # '_Test Item': 2.0,
+ # '_Test Item 2': 12.0,
+ # '_Test Serialized Item With Series': 6.0
+ # }
+
+ # stock_entry = frappe.get_doc(_make_stock_entry(work_order.name, "Material Consumption for Manufacture", 2))
+ # for d in stock_entry.get('items'):
+ # self.assertEqual(item_quantity.get(d.item_code), d.qty)
def test_customer_provided_parts_se(self):
create_item('CUST-0987', is_customer_provided_item = 1, customer = '_Test Customer', is_purchase_item = 0)
- se = make_stock_entry(item_code='CUST-0987', purpose = 'Material Receipt', qty=4, to_warehouse = "_Test Warehouse - _TC")
+ se = make_stock_entry(item_code='CUST-0987', purpose = 'Material Receipt',
+ qty=4, to_warehouse = "_Test Warehouse - _TC")
self.assertEqual(se.get("items")[0].allow_zero_valuation_rate, 1)
self.assertEqual(se.get("items")[0].amount, 0)
def test_gle_for_opening_stock_entry(self):
- mr = make_stock_entry(item_code="_Test Item", target="Stores - TCP1", company="_Test Company with perpetual inventory",qty=50, basic_rate=100, expense_account="Stock Adjustment - TCP1", is_opening="Yes", do_not_save=True)
+ mr = make_stock_entry(item_code="_Test Item", target="Stores - TCP1",
+ company="_Test Company with perpetual inventory", qty=50, basic_rate=100,
+ expense_account="Stock Adjustment - TCP1", is_opening="Yes", do_not_save=True)
self.assertRaises(OpeningEntryAccountError, mr.save)
@@ -753,37 +752,37 @@
def test_total_basic_amount_zero(self):
se = frappe.get_doc({"doctype":"Stock Entry",
- "purpose":"Material Receipt",
- "stock_entry_type":"Material Receipt",
- "posting_date": nowdate(),
- "company":"_Test Company with perpetual inventory",
- "items":[
- {
- "item_code":"Basil Leaves",
- "description":"Basil Leaves",
- "qty": 1,
- "basic_rate": 0,
- "uom":"Nos",
- "t_warehouse": "Stores - TCP1",
- "allow_zero_valuation_rate": 1,
- "cost_center": "Main - TCP1"
- },
- {
- "item_code":"Basil Leaves",
- "description":"Basil Leaves",
- "qty": 2,
- "basic_rate": 0,
- "uom":"Nos",
- "t_warehouse": "Stores - TCP1",
- "allow_zero_valuation_rate": 1,
- "cost_center": "Main - TCP1"
- },
- ],
- "additional_costs":[
- {"expense_account":"Miscellaneous Expenses - TCP1",
- "amount":100,
- "description": "miscellanous"}
- ]
+ "purpose":"Material Receipt",
+ "stock_entry_type":"Material Receipt",
+ "posting_date": nowdate(),
+ "company":"_Test Company with perpetual inventory",
+ "items":[
+ {
+ "item_code":"_Test Item",
+ "description":"_Test Item",
+ "qty": 1,
+ "basic_rate": 0,
+ "uom":"Nos",
+ "t_warehouse": "Stores - TCP1",
+ "allow_zero_valuation_rate": 1,
+ "cost_center": "Main - TCP1"
+ },
+ {
+ "item_code":"_Test Item",
+ "description":"_Test Item",
+ "qty": 2,
+ "basic_rate": 0,
+ "uom":"Nos",
+ "t_warehouse": "Stores - TCP1",
+ "allow_zero_valuation_rate": 1,
+ "cost_center": "Main - TCP1"
+ },
+ ],
+ "additional_costs":[
+ {"expense_account":"Miscellaneous Expenses - TCP1",
+ "amount":100,
+ "description": "miscellanous"
+ }]
})
se.insert()
se.submit()
diff --git a/erpnext/stock/doctype/stock_entry_detail/stock_entry_detail.json b/erpnext/stock/doctype/stock_entry_detail/stock_entry_detail.json
index 79e8f9a..b78ae6d 100644
--- a/erpnext/stock/doctype/stock_entry_detail/stock_entry_detail.json
+++ b/erpnext/stock/doctype/stock_entry_detail/stock_entry_detail.json
@@ -13,8 +13,10 @@
"t_warehouse",
"sec_break1",
"item_code",
- "col_break2",
"item_name",
+ "col_break2",
+ "is_finished_item",
+ "is_scrap_item",
"subcontracted_item",
"section_break_8",
"description",
@@ -22,35 +24,37 @@
"item_group",
"image",
"image_view",
- "quantity_and_rate",
- "set_basic_rate_manually",
+ "quantity_section",
"qty",
- "basic_rate",
- "basic_amount",
- "additional_cost",
- "amount",
- "valuation_rate",
- "col_break3",
- "uom",
- "conversion_factor",
- "stock_uom",
"transfer_qty",
"retain_sample",
+ "column_break_20",
+ "uom",
+ "stock_uom",
+ "conversion_factor",
"sample_quantity",
+ "rates_section",
+ "basic_rate",
+ "additional_cost",
+ "valuation_rate",
+ "allow_zero_valuation_rate",
+ "col_break3",
+ "set_basic_rate_manually",
+ "basic_amount",
+ "amount",
"serial_no_batch",
"serial_no",
"col_break4",
"batch_no",
- "quality_inspection",
"accounting",
"expense_account",
- "col_break5",
"accounting_dimensions_section",
"cost_center",
+ "project",
"dimension_col_break",
"more_info",
- "allow_zero_valuation_rate",
"actual_qty",
+ "transferred_qty",
"bom_no",
"allow_alternative_item",
"col_break6",
@@ -62,9 +66,8 @@
"ste_detail",
"po_detail",
"column_break_51",
- "transferred_qty",
"reference_purchase_receipt",
- "project"
+ "quality_inspection"
],
"fields": [
{
@@ -160,11 +163,6 @@
"print_hide": 1
},
{
- "fieldname": "quantity_and_rate",
- "fieldtype": "Section Break",
- "label": "Quantity and Rate"
- },
- {
"bold": 1,
"fieldname": "qty",
"fieldtype": "Float",
@@ -322,10 +320,6 @@
"print_hide": 1
},
{
- "fieldname": "col_break5",
- "fieldtype": "Column Break"
- },
- {
"default": ":Company",
"depends_on": "eval:cint(erpnext.is_perpetual_inventory_enabled(parent.company))",
"fieldname": "cost_center",
@@ -335,6 +329,7 @@
"print_hide": 1
},
{
+ "collapsible": 1,
"fieldname": "more_info",
"fieldtype": "Section Break",
"label": "More Information"
@@ -456,6 +451,7 @@
"read_only": 1
},
{
+ "collapsible": 1,
"fieldname": "accounting_dimensions_section",
"fieldtype": "Section Break",
"label": "Accounting Dimensions"
@@ -498,13 +494,39 @@
"fieldname": "set_basic_rate_manually",
"fieldtype": "Check",
"label": "Set Basic Rate Manually"
+ },
+ {
+ "fieldname": "quantity_section",
+ "fieldtype": "Section Break",
+ "label": "Quantity"
+ },
+ {
+ "fieldname": "column_break_20",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "rates_section",
+ "fieldtype": "Section Break",
+ "label": "Rates"
+ },
+ {
+ "default": "0",
+ "fieldname": "is_scrap_item",
+ "fieldtype": "Check",
+ "label": "Is Scrap Item"
+ },
+ {
+ "default": "0",
+ "fieldname": "is_finished_item",
+ "fieldtype": "Check",
+ "label": "Is Finished Item"
}
],
"idx": 1,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
- "modified": "2020-09-23 17:55:03.384138",
+ "modified": "2020-12-23 17:55:03.384138",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock Entry Detail",
diff --git a/erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.json b/erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.json
index fda17e0..2463a21 100644
--- a/erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.json
+++ b/erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.json
@@ -8,26 +8,33 @@
"engine": "InnoDB",
"field_order": [
"item_code",
- "serial_no",
- "batch_no",
"warehouse",
"posting_date",
"posting_time",
+ "column_break_6",
"voucher_type",
"voucher_no",
"voucher_detail_no",
+ "dependant_sle_voucher_detail_no",
+ "recalculate_rate",
+ "section_break_11",
"actual_qty",
+ "qty_after_transaction",
"incoming_rate",
"outgoing_rate",
- "stock_uom",
- "qty_after_transaction",
+ "column_break_17",
"valuation_rate",
"stock_value",
"stock_value_difference",
"stock_queue",
- "project",
+ "section_break_21",
"company",
+ "stock_uom",
+ "project",
+ "batch_no",
+ "column_break_26",
"fiscal_year",
+ "serial_no",
"is_cancelled",
"to_rename"
],
@@ -50,7 +57,6 @@
{
"fieldname": "serial_no",
"fieldtype": "Long Text",
- "in_list_view": 1,
"label": "Serial No",
"print_width": "100px",
"read_only": 1,
@@ -59,7 +65,6 @@
{
"fieldname": "batch_no",
"fieldtype": "Data",
- "in_list_view": 1,
"label": "Batch No",
"oldfieldname": "batch_no",
"oldfieldtype": "Data",
@@ -119,6 +124,7 @@
"fieldname": "voucher_no",
"fieldtype": "Dynamic Link",
"in_filter": 1,
+ "in_list_view": 1,
"in_standard_filter": 1,
"label": "Voucher No",
"oldfieldname": "voucher_no",
@@ -142,6 +148,7 @@
"fieldname": "actual_qty",
"fieldtype": "Float",
"in_filter": 1,
+ "in_list_view": 1,
"label": "Actual Quantity",
"oldfieldname": "actual_qty",
"oldfieldtype": "Currency",
@@ -152,6 +159,7 @@
{
"fieldname": "incoming_rate",
"fieldtype": "Currency",
+ "in_list_view": 1,
"label": "Incoming Rate",
"oldfieldname": "incoming_rate",
"oldfieldtype": "Currency",
@@ -217,13 +225,11 @@
{
"fieldname": "stock_queue",
"fieldtype": "Text",
- "hidden": 1,
"label": "Stock Queue (FIFO)",
"oldfieldname": "fcfs_stack",
"oldfieldtype": "Text",
"print_hide": 1,
- "read_only": 1,
- "report_hide": 1
+ "read_only": 1
},
{
"fieldname": "project",
@@ -269,14 +275,48 @@
"hidden": 1,
"label": "To Rename",
"search_index": 1
+ },
+ {
+ "fieldname": "dependant_sle_voucher_detail_no",
+ "fieldtype": "Data",
+ "label": "Dependant SLE Voucher Detail No"
+ },
+ {
+ "fieldname": "column_break_6",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "section_break_11",
+ "fieldtype": "Section Break"
+ },
+ {
+ "fieldname": "column_break_17",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "section_break_21",
+ "fieldtype": "Section Break"
+ },
+ {
+ "fieldname": "column_break_26",
+ "fieldtype": "Column Break"
+ },
+ {
+ "default": "0",
+ "fieldname": "recalculate_rate",
+ "fieldtype": "Check",
+ "label": "Recalculate Incoming/Outgoing Rate",
+ "no_copy": 1,
+ "read_only": 1
}
],
"hide_toolbar": 1,
"icon": "fa fa-list",
"idx": 1,
"in_create": 1,
+ "index_web_pages_for_search": 1,
"links": [],
- "modified": "2020-04-23 05:57:03.985520",
+ "modified": "2020-09-07 11:10:35.318872",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock Ledger Entry",
diff --git a/erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.py b/erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.py
index bb356f6..a5c303c 100644
--- a/erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.py
+++ b/erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.py
@@ -10,8 +10,10 @@
from datetime import date
from erpnext.controllers.item_variant import ItemTemplateCannotHaveStock
from erpnext.accounts.utils import get_fiscal_year
+from frappe.core.doctype.role.role import get_users
class StockFreezeError(frappe.ValidationError): pass
+class BackDatedStockTransaction(frappe.ValidationError): pass
exclude_from_linked_with = True
@@ -34,7 +36,6 @@
self.validate_and_set_fiscal_year()
self.block_transactions_against_group_warehouse()
self.validate_with_last_transaction_posting_time()
- self.validate_future_posting()
def on_submit(self):
self.check_stock_frozen_date()
@@ -48,7 +49,7 @@
def calculate_batch_qty(self):
if self.batch_no:
batch_qty = frappe.db.get_value("Stock Ledger Entry",
- {"docstatus": 1, "batch_no": self.batch_no},
+ {"docstatus": 1, "batch_no": self.batch_no, "is_cancelled": 0},
"sum(actual_qty)") or 0
frappe.db.set_value("Batch", self.batch_no, "batch_qty", batch_qty)
@@ -88,14 +89,14 @@
# check if batch number is required
if self.voucher_type != 'Stock Reconciliation':
- if item_det.has_batch_no ==1:
+ if item_det.has_batch_no == 1:
batch_item = self.item_code if self.item_code == item_det.item_name else self.item_code + ":" + item_det.item_name
if not self.batch_no:
frappe.throw(_("Batch number is mandatory for Item {0}").format(batch_item))
elif not frappe.db.get_value("Batch",{"item": self.item_code, "name": self.batch_no}):
frappe.throw(_("{0} is not a valid Batch Number for Item {1}").format(self.batch_no, batch_item))
- elif item_det.has_batch_no ==0 and self.batch_no:
+ elif item_det.has_batch_no == 0 and self.batch_no and self.is_cancelled == 0:
frappe.throw(_("The Item {0} cannot have Batch").format(self.item_code))
if item_det.has_variants:
@@ -142,28 +143,28 @@
is_group_warehouse(self.warehouse)
def validate_with_last_transaction_posting_time(self):
- last_transaction_time = frappe.db.sql("""
- select MAX(timestamp(posting_date, posting_time)) as posting_time
- from `tabStock Ledger Entry`
- where docstatus = 1 and item_code = %s
- and warehouse = %s""", (self.item_code, self.warehouse))[0][0]
+ authorized_role = frappe.db.get_single_value("Stock Settings", "role_allowed_to_create_edit_back_dated_transactions")
+ if authorized_role:
+ authorized_users = get_users(authorized_role)
+ if authorized_users and frappe.session.user not in authorized_users:
+ last_transaction_time = frappe.db.sql("""
+ select MAX(timestamp(posting_date, posting_time)) as posting_time
+ from `tabStock Ledger Entry`
+ where docstatus = 1 and item_code = %s
+ and warehouse = %s""", (self.item_code, self.warehouse))[0][0]
- cur_doc_posting_datetime = "%s %s" % (self.posting_date, self.get("posting_time") or "00:00:00")
+ cur_doc_posting_datetime = "%s %s" % (self.posting_date, self.get("posting_time") or "00:00:00")
- if last_transaction_time and get_datetime(cur_doc_posting_datetime) < get_datetime(last_transaction_time):
- msg = _("Last Stock Transaction for item {0} under warehouse {1} was on {2}.").format(frappe.bold(self.item_code),
- frappe.bold(self.warehouse), frappe.bold(last_transaction_time))
+ if last_transaction_time and get_datetime(cur_doc_posting_datetime) < get_datetime(last_transaction_time):
+ msg = _("Last Stock Transaction for item {0} under warehouse {1} was on {2}.").format(frappe.bold(self.item_code),
+ frappe.bold(self.warehouse), frappe.bold(last_transaction_time))
- msg += "<br><br>" + _("Stock Transactions for Item {0} under warehouse {1} cannot be posted before this time.").format(
- frappe.bold(self.item_code), frappe.bold(self.warehouse))
+ msg += "<br><br>" + _("You are not authorized to make/edit Stock Transactions for Item {0} under warehouse {1} before this time.").format(
+ frappe.bold(self.item_code), frappe.bold(self.warehouse))
- msg += "<br><br>" + _("Please remove this item and try to submit again or update the posting time.")
- frappe.throw(msg, title=_("Backdated Stock Entry"))
-
- def validate_future_posting(self):
- if date_diff(self.posting_date, getdate()) > 0:
- msg = _("Posting future stock transactions are not allowed due to Immutable Ledger")
- frappe.throw(msg, title=_("Future Posting Not Allowed"))
+ msg += "<br><br>" + _("Please contact any of the following users to {} this transaction.")
+ msg += "<br>" + "<br>".join(authorized_users)
+ frappe.throw(msg, BackDatedStockTransaction, title=_("Backdated Stock Entry"))
def on_doctype_update():
if not frappe.db.has_index('tabStock Ledger Entry', 'posting_sort_index'):
diff --git a/erpnext/stock/doctype/stock_ledger_entry/test_stock_ledger_entry.py b/erpnext/stock/doctype/stock_ledger_entry/test_stock_ledger_entry.py
index 04dae83..59f1f39 100644
--- a/erpnext/stock/doctype/stock_ledger_entry/test_stock_ledger_entry.py
+++ b/erpnext/stock/doctype/stock_ledger_entry/test_stock_ledger_entry.py
@@ -5,8 +5,397 @@
import frappe
import unittest
-
-# test_records = frappe.get_test_records('Stock Ledger Entry')
+from frappe.utils import today, add_days
+from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
+from erpnext.stock.doctype.stock_reconciliation.test_stock_reconciliation \
+ import create_stock_reconciliation
+from erpnext.stock.doctype.item.test_item import make_item
+from erpnext.stock.stock_ledger import get_previous_sle
+from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
+from erpnext.stock.doctype.landed_cost_voucher.test_landed_cost_voucher import create_landed_cost_voucher
+from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note
+from erpnext.stock.doctype.stock_ledger_entry.stock_ledger_entry import BackDatedStockTransaction
class TestStockLedgerEntry(unittest.TestCase):
- pass
+ def setUp(self):
+ items = create_items()
+
+ # delete SLE and BINs for all items
+ frappe.db.sql("delete from `tabStock Ledger Entry` where item_code in (%s)" % (', '.join(['%s']*len(items))), items)
+ frappe.db.sql("delete from `tabBin` where item_code in (%s)" % (', '.join(['%s']*len(items))), items)
+
+ def test_item_cost_reposting(self):
+ company = "_Test Company"
+
+ # _Test Item for Reposting at Stores warehouse on 10-04-2020: Qty = 50, Rate = 100
+ create_stock_reconciliation(
+ item_code="_Test Item for Reposting",
+ warehouse="Stores - _TC",
+ qty=50,
+ rate=100,
+ company=company,
+ expense_account = "Stock Adjustment - _TC",
+ posting_date='2020-04-10',
+ posting_time='14:00'
+ )
+
+ # _Test Item for Reposting at FG warehouse on 20-04-2020: Qty = 10, Rate = 200
+ create_stock_reconciliation(
+ item_code="_Test Item for Reposting",
+ warehouse="Finished Goods - _TC",
+ qty=10,
+ rate=200,
+ company=company,
+ expense_account = "Stock Adjustment - _TC",
+ posting_date='2020-04-20',
+ posting_time='14:00'
+ )
+
+ # _Test Item for Reposting transferred from Stores to FG warehouse on 30-04-2020
+ make_stock_entry(
+ item_code="_Test Item for Reposting",
+ source="Stores - _TC",
+ target="Finished Goods - _TC",
+ company=company,
+ qty=10,
+ expense_account="Stock Adjustment - _TC",
+ posting_date='2020-04-30',
+ posting_time='14:00'
+ )
+ target_wh_sle = get_previous_sle({
+ "item_code": "_Test Item for Reposting",
+ "warehouse": "Finished Goods - _TC",
+ "posting_date": '2020-04-30',
+ "posting_time": '14:00'
+ })
+
+ self.assertEqual(target_wh_sle.get("valuation_rate"), 150)
+
+ # Repack entry on 5-5-2020
+ repack = create_repack_entry(company=company, posting_date='2020-05-05', posting_time='14:00')
+
+ finished_item_sle = get_previous_sle({
+ "item_code": "_Test Finished Item for Reposting",
+ "warehouse": "Finished Goods - _TC",
+ "posting_date": '2020-05-05',
+ "posting_time": '14:00'
+ })
+ self.assertEqual(finished_item_sle.get("incoming_rate"), 540)
+ self.assertEqual(finished_item_sle.get("valuation_rate"), 540)
+
+ # Reconciliation for _Test Item for Reposting at Stores on 12-04-2020: Qty = 50, Rate = 150
+ create_stock_reconciliation(
+ item_code="_Test Item for Reposting",
+ warehouse="Stores - _TC",
+ qty=50,
+ rate=150,
+ company=company,
+ expense_account = "Stock Adjustment - _TC",
+ posting_date='2020-04-12',
+ posting_time='14:00'
+ )
+
+
+ # Check valuation rate of finished goods warehouse after back-dated entry at Stores
+ target_wh_sle = get_previous_sle({
+ "item_code": "_Test Item for Reposting",
+ "warehouse": "Finished Goods - _TC",
+ "posting_date": '2020-04-30',
+ "posting_time": '14:00'
+ })
+ self.assertEqual(target_wh_sle.get("incoming_rate"), 150)
+ self.assertEqual(target_wh_sle.get("valuation_rate"), 175)
+
+ # Check valuation rate of repacked item after back-dated entry at Stores
+ finished_item_sle = get_previous_sle({
+ "item_code": "_Test Finished Item for Reposting",
+ "warehouse": "Finished Goods - _TC",
+ "posting_date": '2020-05-05',
+ "posting_time": '14:00'
+ })
+ self.assertEqual(finished_item_sle.get("incoming_rate"), 790)
+ self.assertEqual(finished_item_sle.get("valuation_rate"), 790)
+
+ # Check updated rate in Repack entry
+ repack.reload()
+ self.assertEqual(repack.items[0].get("basic_rate"), 150)
+ self.assertEqual(repack.items[1].get("basic_rate"), 750)
+
+ def test_purchase_return_valuation_reposting(self):
+ pr = make_purchase_receipt(company="_Test Company", posting_date='2020-04-10',
+ warehouse="Stores - _TC", item_code="_Test Item for Reposting", qty=5, rate=100)
+
+ return_pr = make_purchase_receipt(company="_Test Company", posting_date='2020-04-15',
+ warehouse="Stores - _TC", item_code="_Test Item for Reposting", is_return=1, return_against=pr.name, qty=-2)
+
+ # check sle
+ outgoing_rate, stock_value_difference = frappe.db.get_value("Stock Ledger Entry", {"voucher_type": "Purchase Receipt",
+ "voucher_no": return_pr.name}, ["outgoing_rate", "stock_value_difference"])
+
+ self.assertEqual(outgoing_rate, 100)
+ self.assertEqual(stock_value_difference, -200)
+
+ create_landed_cost_voucher("Purchase Receipt", pr.name, pr.company)
+
+ outgoing_rate, stock_value_difference = frappe.db.get_value("Stock Ledger Entry", {"voucher_type": "Purchase Receipt",
+ "voucher_no": return_pr.name}, ["outgoing_rate", "stock_value_difference"])
+
+ self.assertEqual(outgoing_rate, 110)
+ self.assertEqual(stock_value_difference, -220)
+
+ def test_sales_return_valuation_reposting(self):
+ company = "_Test Company"
+ item_code="_Test Item for Reposting"
+
+ # Purchase Return: Qty = 5, Rate = 100
+ pr = make_purchase_receipt(company=company, posting_date='2020-04-10',
+ warehouse="Stores - _TC", item_code=item_code, qty=5, rate=100)
+
+ #Delivery Note: Qty = 5, Rate = 150
+ dn = create_delivery_note(item_code=item_code, qty=5, rate=150, warehouse="Stores - _TC",
+ company=company, expense_account="Cost of Goods Sold - _TC", cost_center="Main - _TC")
+
+ # check outgoing_rate for DN
+ outgoing_rate = abs(frappe.db.get_value("Stock Ledger Entry", {"voucher_type": "Delivery Note",
+ "voucher_no": dn.name}, "stock_value_difference") / 5)
+
+ self.assertEqual(dn.items[0].incoming_rate, 100)
+ self.assertEqual(outgoing_rate, 100)
+
+ # Return Entry: Qty = -2, Rate = 150
+ return_dn = create_delivery_note(is_return=1, return_against=dn.name, item_code=item_code, qty=-2, rate=150,
+ company=company, warehouse="Stores - _TC", expense_account="Cost of Goods Sold - _TC", cost_center="Main - _TC")
+
+ # check incoming rate for Return entry
+ incoming_rate, stock_value_difference = frappe.db.get_value("Stock Ledger Entry",
+ {"voucher_type": "Delivery Note", "voucher_no": return_dn.name},
+ ["incoming_rate", "stock_value_difference"])
+
+ self.assertEqual(return_dn.items[0].incoming_rate, 100)
+ self.assertEqual(incoming_rate, 100)
+ self.assertEqual(stock_value_difference, 200)
+
+ #-------------------------------
+
+ # Landed Cost Voucher to update the rate of incoming Purchase Return: Additional cost = 50
+ lcv = create_landed_cost_voucher("Purchase Receipt", pr.name, pr.company)
+
+ # check outgoing_rate for DN after reposting
+ outgoing_rate = abs(frappe.db.get_value("Stock Ledger Entry", {"voucher_type": "Delivery Note",
+ "voucher_no": dn.name}, "stock_value_difference") / 5)
+ self.assertEqual(outgoing_rate, 110)
+
+ dn.reload()
+ self.assertEqual(dn.items[0].incoming_rate, 110)
+
+ # check incoming rate for Return entry after reposting
+ incoming_rate, stock_value_difference = frappe.db.get_value("Stock Ledger Entry",
+ {"voucher_type": "Delivery Note", "voucher_no": return_dn.name},
+ ["incoming_rate", "stock_value_difference"])
+
+ self.assertEqual(incoming_rate, 110)
+ self.assertEqual(stock_value_difference, 220)
+
+ return_dn.reload()
+ self.assertEqual(return_dn.items[0].incoming_rate, 110)
+
+ # Cleanup data
+ return_dn.cancel()
+ dn.cancel()
+ lcv.cancel()
+ pr.cancel()
+
+ def test_reposting_of_sales_return_for_packed_item(self):
+ company = "_Test Company"
+ packed_item_code="_Test Item for Reposting"
+ bundled_item = "_Test Bundled Item for Reposting"
+ create_product_bundle_item(bundled_item, [[packed_item_code, 4]])
+
+ # Purchase Return: Qty = 50, Rate = 100
+ pr = make_purchase_receipt(company=company, posting_date='2020-04-10',
+ warehouse="Stores - _TC", item_code=packed_item_code, qty=50, rate=100)
+
+ #Delivery Note: Qty = 5, Rate = 150
+ dn = create_delivery_note(item_code=bundled_item, qty=5, rate=150, warehouse="Stores - _TC",
+ company=company, expense_account="Cost of Goods Sold - _TC", cost_center="Main - _TC")
+
+ # check outgoing_rate for DN
+ outgoing_rate = abs(frappe.db.get_value("Stock Ledger Entry", {"voucher_type": "Delivery Note",
+ "voucher_no": dn.name}, "stock_value_difference") / 20)
+
+ self.assertEqual(dn.packed_items[0].incoming_rate, 100)
+ self.assertEqual(outgoing_rate, 100)
+
+ # Return Entry: Qty = -2, Rate = 150
+ return_dn = create_delivery_note(is_return=1, return_against=dn.name, item_code=bundled_item, qty=-2, rate=150,
+ company=company, warehouse="Stores - _TC", expense_account="Cost of Goods Sold - _TC", cost_center="Main - _TC")
+
+ # check incoming rate for Return entry
+ incoming_rate, stock_value_difference = frappe.db.get_value("Stock Ledger Entry",
+ {"voucher_type": "Delivery Note", "voucher_no": return_dn.name},
+ ["incoming_rate", "stock_value_difference"])
+
+ self.assertEqual(return_dn.packed_items[0].incoming_rate, 100)
+ self.assertEqual(incoming_rate, 100)
+ self.assertEqual(stock_value_difference, 800)
+
+ #-------------------------------
+
+ # Landed Cost Voucher to update the rate of incoming Purchase Return: Additional cost = 50
+ lcv = create_landed_cost_voucher("Purchase Receipt", pr.name, pr.company)
+
+ # check outgoing_rate for DN after reposting
+ outgoing_rate = abs(frappe.db.get_value("Stock Ledger Entry", {"voucher_type": "Delivery Note",
+ "voucher_no": dn.name}, "stock_value_difference") / 20)
+ self.assertEqual(outgoing_rate, 101)
+
+ dn.reload()
+ self.assertEqual(dn.packed_items[0].incoming_rate, 101)
+
+ # check incoming rate for Return entry after reposting
+ incoming_rate, stock_value_difference = frappe.db.get_value("Stock Ledger Entry",
+ {"voucher_type": "Delivery Note", "voucher_no": return_dn.name},
+ ["incoming_rate", "stock_value_difference"])
+
+ self.assertEqual(incoming_rate, 101)
+ self.assertEqual(stock_value_difference, 808)
+
+ return_dn.reload()
+ self.assertEqual(return_dn.packed_items[0].incoming_rate, 101)
+
+ # Cleanup data
+ return_dn.cancel()
+ dn.cancel()
+ lcv.cancel()
+ pr.cancel()
+
+ def test_sub_contracted_item_costing(self):
+ from erpnext.manufacturing.doctype.production_plan.test_production_plan import make_bom
+
+ company = "_Test Company"
+ rm_item_code="_Test Item for Reposting"
+ subcontracted_item = "_Test Subcontracted Item for Reposting"
+
+ frappe.db.set_value("Buying Settings", None, "backflush_raw_materials_of_subcontract_based_on", "BOM")
+ make_bom(item = subcontracted_item, raw_materials =[rm_item_code], currency="INR")
+
+ # Purchase raw materials on supplier warehouse: Qty = 50, Rate = 100
+ pr = make_purchase_receipt(company=company, posting_date='2020-04-10',
+ warehouse="Stores - _TC", item_code=rm_item_code, qty=10, rate=100)
+
+ # Purchase Receipt for subcontracted item
+ pr1 = make_purchase_receipt(company=company, posting_date='2020-04-20',
+ warehouse="Finished Goods - _TC", supplier_warehouse="Stores - _TC",
+ item_code=subcontracted_item, qty=10, rate=20, is_subcontracted="Yes")
+
+ self.assertEqual(pr1.items[0].valuation_rate, 120)
+
+ # Update raw material's valuation via LCV, Additional cost = 50
+ lcv = create_landed_cost_voucher("Purchase Receipt", pr.name, pr.company)
+
+ pr1.reload()
+ self.assertEqual(pr1.items[0].valuation_rate, 125)
+
+ # check outgoing_rate for DN after reposting
+ incoming_rate = frappe.db.get_value("Stock Ledger Entry", {"voucher_type": "Purchase Receipt",
+ "voucher_no": pr1.name, "item_code": subcontracted_item}, "incoming_rate")
+ self.assertEqual(incoming_rate, 125)
+
+ # cleanup data
+ pr1.cancel()
+ lcv.cancel()
+ pr.cancel()
+
+ def test_back_dated_entry_not_allowed(self):
+ # Back dated stock transactions are only allowed to stock managers
+ frappe.db.set_value("Stock Settings", None,
+ "role_allowed_to_create_edit_back_dated_transactions", "Stock Manager")
+
+ # Set User with Stock User role but not Stock Manager
+ frappe.set_user("test@example.com")
+ user = frappe.get_doc("User", "test@example.com")
+ user.add_roles("Stock User")
+ user.remove_roles("Stock Manager")
+
+ stock_entry_on_today = make_stock_entry(target="_Test Warehouse - _TC", qty=10, basic_rate=100)
+ back_dated_se_1 = make_stock_entry(target="_Test Warehouse - _TC", qty=10, basic_rate=100,
+ posting_date=add_days(today(), -1), do_not_submit=True)
+
+ # Block back-dated entry
+ self.assertRaises(BackDatedStockTransaction, back_dated_se_1.submit)
+
+ user.add_roles("Stock Manager")
+
+ # Back dated entry allowed to Stock Manager
+ back_dated_se_2 = make_stock_entry(target="_Test Warehouse - _TC", qty=10, basic_rate=100,
+ posting_date=add_days(today(), -1))
+
+ back_dated_se_2.cancel()
+ stock_entry_on_today.cancel()
+
+ frappe.db.set_value("Stock Settings", None, "role_allowed_to_create_edit_back_dated_transactions", None)
+ frappe.set_user("Administrator")
+
+
+def create_repack_entry(**args):
+ args = frappe._dict(args)
+ repack = frappe.new_doc("Stock Entry")
+ repack.stock_entry_type = "Repack"
+ repack.company = args.company or "_Test Company"
+ repack.posting_date = args.posting_date
+ repack.set_posting_time = 1
+ repack.append("items", {
+ "item_code": "_Test Item for Reposting",
+ "s_warehouse": "Stores - _TC",
+ "qty": 5,
+ "conversion_factor": 1,
+ "expense_account": "Stock Adjustment - _TC",
+ "cost_center": "Main - _TC"
+ })
+
+ repack.append("items", {
+ "item_code": "_Test Finished Item for Reposting",
+ "t_warehouse": "Finished Goods - _TC",
+ "qty": 1,
+ "conversion_factor": 1,
+ "expense_account": "Stock Adjustment - _TC",
+ "cost_center": "Main - _TC"
+ })
+
+ repack.append("additional_costs", {
+ "expense_account": "Freight and Forwarding Charges - _TC",
+ "description": "transport cost",
+ "amount": 40
+ })
+
+ repack.save()
+ repack.submit()
+
+ return repack
+
+def create_product_bundle_item(new_item_code, packed_items):
+ if not frappe.db.exists("Product Bundle", new_item_code):
+ item = frappe.new_doc("Product Bundle")
+ item.new_item_code = new_item_code
+
+ for d in packed_items:
+ item.append("items", {
+ "item_code": d[0],
+ "qty": d[1]
+ })
+
+ item.save()
+
+def create_items():
+ items = ["_Test Item for Reposting", "_Test Finished Item for Reposting",
+ "_Test Subcontracted Item for Reposting", "_Test Bundled Item for Reposting"]
+ for d in items:
+ properties = {"valuation_method": "FIFO"}
+ if d == "_Test Bundled Item for Reposting":
+ properties.update({"is_stock_item": 0})
+ elif d == "_Test Subcontracted Item for Reposting":
+ properties.update({"is_sub_contracted_item": 1})
+
+ make_item(d, properties=properties)
+
+ return items
\ No newline at end of file
diff --git a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js
index e2121fc..ac4ed5e 100644
--- a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js
+++ b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js
@@ -2,6 +2,7 @@
// License: GNU General Public License v3. See license.txt
frappe.provide("erpnext.stock");
+frappe.provide("erpnext.accounts.dimensions");
frappe.ui.form.on("Stock Reconciliation", {
onload: function(frm) {
@@ -26,6 +27,12 @@
if (!frm.doc.expense_account) {
frm.trigger("set_expense_account");
}
+
+ erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
+ },
+
+ company: function(frm) {
+ erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
},
refresh: function(frm) {
diff --git a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.py b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.py
index 00b8f69..5b40292 100644
--- a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.py
+++ b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.py
@@ -37,14 +37,16 @@
def on_submit(self):
self.update_stock_ledger()
self.make_gl_entries()
+ self.repost_future_sle_and_gle()
from erpnext.stock.doctype.serial_no.serial_no import update_serial_nos_after_submit
update_serial_nos_after_submit(self, "items")
def on_cancel(self):
- self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry')
+ self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry', 'Repost Item Valuation')
self.make_sle_on_cancel()
self.make_gl_entries_on_cancel()
+ self.repost_future_sle_and_gle()
def remove_items_with_no_change(self):
"""Remove items if qty or rate is not changed"""
diff --git a/erpnext/stock/doctype/stock_reconciliation/test_stock_reconciliation.py b/erpnext/stock/doctype/stock_reconciliation/test_stock_reconciliation.py
index 23d48d4..088456f 100644
--- a/erpnext/stock/doctype/stock_reconciliation/test_stock_reconciliation.py
+++ b/erpnext/stock/doctype/stock_reconciliation/test_stock_reconciliation.py
@@ -8,12 +8,11 @@
import frappe, unittest
from frappe.utils import flt, nowdate, nowtime
from erpnext.accounts.utils import get_stock_and_account_balance
-from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory
from erpnext.stock.stock_ledger import get_previous_sle, update_entries_after
from erpnext.stock.doctype.stock_reconciliation.stock_reconciliation import EmptyStockReconciliationItemsError, get_items
from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
from erpnext.stock.doctype.item.test_item import create_item
-from erpnext.stock.utils import get_stock_balance, get_incoming_rate, get_available_serial_nos, get_stock_value_on
+from erpnext.stock.utils import get_incoming_rate, get_stock_value_on, get_valuation_method
from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
class TestStockReconciliation(unittest.TestCase):
@@ -29,16 +28,17 @@
self._test_reco_sle_gle("Moving Average")
def _test_reco_sle_gle(self, valuation_method):
- insert_existing_sle(warehouse='Stores - TCP1')
+ se1, se2, se3 = insert_existing_sle(warehouse='Stores - TCP1')
company = frappe.db.get_value('Warehouse', 'Stores - TCP1', 'company')
# [[qty, valuation_rate, posting_date,
# posting_time, expected_stock_value, bin_qty, bin_valuation]]
+
input_data = [
- [50, 1000],
- [25, 900],
- ["", 1000],
- [20, ""],
- [0, ""]
+ [50, 1000, "2012-12-26", "12:00"],
+ [25, 900, "2012-12-26", "12:00"],
+ ["", 1000, "2012-12-20", "12:05"],
+ [20, "", "2012-12-26", "12:05"],
+ [0, "", "2012-12-31", "12:10"]
]
for d in input_data:
@@ -47,13 +47,13 @@
last_sle = get_previous_sle({
"item_code": "_Test Item",
"warehouse": "Stores - TCP1",
- "posting_date": nowdate(),
- "posting_time": nowtime()
+ "posting_date": d[2],
+ "posting_time": d[3]
})
# submit stock reconciliation
stock_reco = create_stock_reconciliation(qty=d[0], rate=d[1],
- posting_date=nowdate(), posting_time=nowtime(), warehouse="Stores - TCP1",
+ posting_date=d[2], posting_time=d[3], warehouse="Stores - TCP1",
company=company, expense_account = "Stock Adjustment - TCP1")
# check stock value
@@ -81,10 +81,15 @@
stock_reco.cancel()
+ se3.cancel()
+ se2.cancel()
+ se1.cancel()
+
def test_get_items(self):
- create_warehouse("_Test Warehouse Group 1", {"is_group": 1})
+ create_warehouse("_Test Warehouse Group 1",
+ {"is_group": 1, "company": "_Test Company", "parent_warehouse": "All Warehouses - _TC"})
create_warehouse("_Test Warehouse Ledger 1",
- {"is_group": 0, "parent_warehouse": "_Test Warehouse Group 1 - _TC"})
+ {"is_group": 0, "parent_warehouse": "_Test Warehouse Group 1 - _TC", "company": "_Test Company"})
create_item("_Test Stock Reco Item", is_stock_item=1, valuation_rate=100,
warehouse="_Test Warehouse Ledger 1 - _TC", opening_stock=100)
@@ -95,8 +100,6 @@
[items[0]["item_code"], items[0]["warehouse"], items[0]["qty"]])
def test_stock_reco_for_serialized_item(self):
- set_perpetual_inventory()
-
to_delete_records = []
to_delete_serial_nos = []
@@ -148,8 +151,6 @@
stock_doc.cancel()
def test_stock_reco_for_batch_item(self):
- set_perpetual_inventory()
-
to_delete_records = []
to_delete_serial_nos = []
@@ -196,15 +197,17 @@
def insert_existing_sle(warehouse):
from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
- make_stock_entry(posting_date=nowdate(), posting_time=nowtime(), item_code="_Test Item",
+ se1 = make_stock_entry(posting_date="2012-12-15", posting_time="02:00", item_code="_Test Item",
target=warehouse, qty=10, basic_rate=700)
- make_stock_entry(posting_date=nowdate(), posting_time=nowtime(), item_code="_Test Item",
+ se2 = make_stock_entry(posting_date="2012-12-25", posting_time="03:00", item_code="_Test Item",
source=warehouse, qty=15)
- make_stock_entry(posting_date=nowdate(), posting_time=nowtime(), item_code="_Test Item",
+ se3 = make_stock_entry(posting_date="2013-01-05", posting_time="07:00", item_code="_Test Item",
target=warehouse, qty=15, basic_rate=1200)
+ return se1, se2, se3
+
def create_batch_or_serial_no_items():
create_warehouse("_Test Warehouse for Stock Reco1",
{"is_group": 0, "parent_warehouse": "_Test Warehouse Group - _TC"})
@@ -256,6 +259,10 @@
return sr
def set_valuation_method(item_code, valuation_method):
+ existing_valuation_method = get_valuation_method(item_code)
+ if valuation_method == existing_valuation_method:
+ return
+
frappe.db.set_value("Item", item_code, "valuation_method", valuation_method)
for warehouse in frappe.get_all("Warehouse", filters={"company": "_Test Company"}, fields=["name", "is_group"]):
diff --git a/erpnext/stock/doctype/stock_settings/stock_settings.json b/erpnext/stock/doctype/stock_settings/stock_settings.json
index a166657..3ff396b 100644
--- a/erpnext/stock/doctype/stock_settings/stock_settings.json
+++ b/erpnext/stock/doctype/stock_settings/stock_settings.json
@@ -28,7 +28,9 @@
"inter_warehouse_transfer_settings_section",
"allow_from_dn",
"allow_from_pr",
- "freeze_stock_entries",
+ "control_historical_stock_transactions_section",
+ "role_allowed_to_create_edit_back_dated_transactions",
+ "column_break_26",
"stock_frozen_upto",
"stock_frozen_upto_days",
"stock_auth_role",
@@ -156,21 +158,20 @@
"label": "Notify by Email on Creation of Automatic Material Request"
},
{
- "fieldname": "freeze_stock_entries",
- "fieldtype": "Section Break",
- "label": "Freeze Stock Entries"
- },
- {
+ "description": "No stock transactions can be created or modified before this date.",
"fieldname": "stock_frozen_upto",
"fieldtype": "Date",
"label": "Stock Frozen Upto"
},
{
+ "description": "Stock transactions that are older than the mentioned days cannot be modified.",
"fieldname": "stock_frozen_upto_days",
"fieldtype": "Int",
"label": "Freeze Stocks Older Than (Days)"
},
{
+ "depends_on": "eval:(doc.stock_frozen_upto || doc.stock_frozen_upto_days)",
+ "description": "The users with this Role are allowed to create/modify a stock transaction, even though the transaction is frozen.",
"fieldname": "stock_auth_role",
"fieldtype": "Link",
"label": "Role Allowed to Edit Frozen Stock",
@@ -210,6 +211,22 @@
"fieldname": "allow_from_pr",
"fieldtype": "Check",
"label": "Allow Material Transfer from Purchase Receipt to Purchase Invoice"
+ },
+ {
+ "description": "If mentioned, the system will allow only the users with this Role to create or modify any stock transaction earlier than the latest stock transaction for a specific item and warehouse. If set as blank, it allows all users to create/edit back-dated transactions.",
+ "fieldname": "role_allowed_to_create_edit_back_dated_transactions",
+ "fieldtype": "Link",
+ "label": "Role Allowed to Create/Edit Back-dated Transactions",
+ "options": "Role"
+ },
+ {
+ "fieldname": "column_break_26",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "control_historical_stock_transactions_section",
+ "fieldtype": "Section Break",
+ "label": "Control Historical Stock Transactions"
}
],
"icon": "icon-cog",
@@ -217,7 +234,7 @@
"index_web_pages_for_search": 1,
"issingle": 1,
"links": [],
- "modified": "2020-11-23 15:26:54.225608",
+ "modified": "2020-12-29 12:53:31.162247",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock Settings",
diff --git a/erpnext/stock/doctype/warehouse/test_warehouse.py b/erpnext/stock/doctype/warehouse/test_warehouse.py
index 3101e8a..95478f6 100644
--- a/erpnext/stock/doctype/warehouse/test_warehouse.py
+++ b/erpnext/stock/doctype/warehouse/test_warehouse.py
@@ -10,13 +10,10 @@
import erpnext
from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
-from erpnext import set_perpetual_inventory
from erpnext.accounts.doctype.account.test_account import get_inventory_account, create_account
-
test_records = frappe.get_test_records('Warehouse')
-
class TestWarehouse(unittest.TestCase):
def setUp(self):
if not frappe.get_value('Item', '_Test Item'):
@@ -37,63 +34,63 @@
self.assertEqual(child_warehouse.is_group, 0)
def test_warehouse_renaming(self):
- set_perpetual_inventory(1)
- create_warehouse("Test Warehouse for Renaming 1")
- account = get_inventory_account("_Test Company", "Test Warehouse for Renaming 1 - _TC")
+ create_warehouse("Test Warehouse for Renaming 1", company="_Test Company with perpetual inventory")
+ account = get_inventory_account("_Test Company with perpetual inventory", "Test Warehouse for Renaming 1 - TCP1")
self.assertTrue(frappe.db.get_value("Warehouse", filters={"account": account}))
# Rename with abbr
- if frappe.db.exists("Warehouse", "Test Warehouse for Renaming 2 - _TC"):
- frappe.delete_doc("Warehouse", "Test Warehouse for Renaming 2 - _TC")
- frappe.rename_doc("Warehouse", "Test Warehouse for Renaming 1 - _TC", "Test Warehouse for Renaming 2 - _TC")
+ if frappe.db.exists("Warehouse", "Test Warehouse for Renaming 2 - TCP1"):
+ frappe.delete_doc("Warehouse", "Test Warehouse for Renaming 2 - TCP1")
+ frappe.rename_doc("Warehouse", "Test Warehouse for Renaming 1 - TCP1", "Test Warehouse for Renaming 2 - TCP1")
self.assertTrue(frappe.db.get_value("Warehouse",
- filters={"account": "Test Warehouse for Renaming 1 - _TC"}))
+ filters={"account": "Test Warehouse for Renaming 1 - TCP1"}))
# Rename without abbr
- if frappe.db.exists("Warehouse", "Test Warehouse for Renaming 3 - _TC"):
- frappe.delete_doc("Warehouse", "Test Warehouse for Renaming 3 - _TC")
+ if frappe.db.exists("Warehouse", "Test Warehouse for Renaming 3 - TCP1"):
+ frappe.delete_doc("Warehouse", "Test Warehouse for Renaming 3 - TCP1")
- frappe.rename_doc("Warehouse", "Test Warehouse for Renaming 2 - _TC", "Test Warehouse for Renaming 3")
+ frappe.rename_doc("Warehouse", "Test Warehouse for Renaming 2 - TCP1", "Test Warehouse for Renaming 3")
self.assertTrue(frappe.db.get_value("Warehouse",
- filters={"account": "Test Warehouse for Renaming 1 - _TC"}))
+ filters={"account": "Test Warehouse for Renaming 1 - TCP1"}))
# Another rename with multiple dashes
- if frappe.db.exists("Warehouse", "Test - Warehouse - Company - _TC"):
- frappe.delete_doc("Warehouse", "Test - Warehouse - Company - _TC")
- frappe.rename_doc("Warehouse", "Test Warehouse for Renaming 3 - _TC", "Test - Warehouse - Company")
+ if frappe.db.exists("Warehouse", "Test - Warehouse - Company - TCP1"):
+ frappe.delete_doc("Warehouse", "Test - Warehouse - Company - TCP1")
+ frappe.rename_doc("Warehouse", "Test Warehouse for Renaming 3 - TCP1", "Test - Warehouse - Company")
def test_warehouse_merging(self):
- set_perpetual_inventory(1)
+ company = "_Test Company with perpetual inventory"
+ create_warehouse("Test Warehouse for Merging 1", company=company,
+ properties={"parent_warehouse": "All Warehouses - TCP1"})
+ create_warehouse("Test Warehouse for Merging 2", company=company,
+ properties={"parent_warehouse": "All Warehouses - TCP1"})
- create_warehouse("Test Warehouse for Merging 1")
- create_warehouse("Test Warehouse for Merging 2")
-
- make_stock_entry(item_code="_Test Item", target="Test Warehouse for Merging 1 - _TC",
- qty=1, rate=100)
- make_stock_entry(item_code="_Test Item", target="Test Warehouse for Merging 2 - _TC",
- qty=1, rate=100)
+ make_stock_entry(item_code="_Test Item", target="Test Warehouse for Merging 1 - TCP1",
+ qty=1, rate=100, company=company)
+ make_stock_entry(item_code="_Test Item", target="Test Warehouse for Merging 2 - TCP1",
+ qty=1, rate=100, company=company)
existing_bin_qty = (
cint(frappe.db.get_value("Bin",
- {"item_code": "_Test Item", "warehouse": "Test Warehouse for Merging 1 - _TC"}, "actual_qty"))
+ {"item_code": "_Test Item", "warehouse": "Test Warehouse for Merging 1 - TCP1"}, "actual_qty"))
+ cint(frappe.db.get_value("Bin",
- {"item_code": "_Test Item", "warehouse": "Test Warehouse for Merging 2 - _TC"}, "actual_qty"))
+ {"item_code": "_Test Item", "warehouse": "Test Warehouse for Merging 2 - TCP1"}, "actual_qty"))
)
- frappe.rename_doc("Warehouse", "Test Warehouse for Merging 1 - _TC",
- "Test Warehouse for Merging 2 - _TC", merge=True)
+ frappe.rename_doc("Warehouse", "Test Warehouse for Merging 1 - TCP1",
+ "Test Warehouse for Merging 2 - TCP1", merge=True)
- self.assertFalse(frappe.db.exists("Warehouse", "Test Warehouse for Merging 1 - _TC"))
+ self.assertFalse(frappe.db.exists("Warehouse", "Test Warehouse for Merging 1 - TCP1"))
bin_qty = frappe.db.get_value("Bin",
- {"item_code": "_Test Item", "warehouse": "Test Warehouse for Merging 2 - _TC"}, "actual_qty")
+ {"item_code": "_Test Item", "warehouse": "Test Warehouse for Merging 2 - TCP1"}, "actual_qty")
self.assertEqual(bin_qty, existing_bin_qty)
self.assertTrue(frappe.db.get_value("Warehouse",
- filters={"account": "Test Warehouse for Merging 2 - _TC"}))
+ filters={"account": "Test Warehouse for Merging 2 - TCP1"}))
def create_warehouse(warehouse_name, properties=None, company=None):
if not company:
diff --git a/erpnext/stock/doctype/warehouse/warehouse.py b/erpnext/stock/doctype/warehouse/warehouse.py
index cd86be3..6c84f16 100644
--- a/erpnext/stock/doctype/warehouse/warehouse.py
+++ b/erpnext/stock/doctype/warehouse/warehouse.py
@@ -29,7 +29,6 @@
self.set_onload('account', account)
load_address_and_contact(self)
-
def on_update(self):
self.update_nsm_model()
diff --git a/erpnext/stock/get_item_details.py b/erpnext/stock/get_item_details.py
index 08f7a83..bf45251 100644
--- a/erpnext/stock/get_item_details.py
+++ b/erpnext/stock/get_item_details.py
@@ -74,7 +74,9 @@
update_party_blanket_order(args, out)
- get_price_list_rate(args, item, out)
+ if not doc or cint(doc.get('is_return')) == 0:
+ # get price list rate only if the invoice is not a credit or debit note
+ get_price_list_rate(args, item, out)
if args.customer and cint(args.is_pos):
out.update(get_pos_profile_item_details(args.company, args))
diff --git a/erpnext/stock/report/stock_analytics/stock_analytics.py b/erpnext/stock/report/stock_analytics/stock_analytics.py
index 54eefdf..0cc8ca4 100644
--- a/erpnext/stock/report/stock_analytics/stock_analytics.py
+++ b/erpnext/stock/report/stock_analytics/stock_analytics.py
@@ -7,9 +7,11 @@
from frappe.utils import getdate, flt
from erpnext.stock.report.stock_balance.stock_balance import (get_items, get_stock_ledger_entries, get_item_details)
from erpnext.accounts.utils import get_fiscal_year
+from erpnext.stock.utils import is_reposting_item_valuation_in_progress
from six import iteritems
def execute(filters=None):
+ is_reposting_item_valuation_in_progress()
filters = frappe._dict(filters or {})
columns = get_columns(filters)
data = get_data(filters)
diff --git a/erpnext/stock/report/stock_and_account_value_comparison/stock_and_account_value_comparison.py b/erpnext/stock/report/stock_and_account_value_comparison/stock_and_account_value_comparison.py
index 1af68dd..14d543b 100644
--- a/erpnext/stock/report/stock_and_account_value_comparison/stock_and_account_value_comparison.py
+++ b/erpnext/stock/report/stock_and_account_value_comparison/stock_and_account_value_comparison.py
@@ -57,8 +57,7 @@
if report_filters.account:
stock_accounts = [report_filters.account]
else:
- stock_accounts = [k.name
- for k in get_stock_accounts(report_filters.company)]
+ stock_accounts = get_stock_accounts(report_filters.company)
filters.update({
"account": ("in", stock_accounts)
diff --git a/erpnext/stock/report/stock_balance/stock_balance.py b/erpnext/stock/report/stock_balance/stock_balance.py
index ccd0100..e5d4d62 100644
--- a/erpnext/stock/report/stock_balance/stock_balance.py
+++ b/erpnext/stock/report/stock_balance/stock_balance.py
@@ -7,12 +7,13 @@
from frappe.utils import flt, cint, getdate, now, date_diff
from erpnext.stock.utils import add_additional_uom_columns
from erpnext.stock.report.stock_ledger.stock_ledger import get_item_group_condition
-
+from erpnext.stock.utils import is_reposting_item_valuation_in_progress
from erpnext.stock.report.stock_ageing.stock_ageing import get_fifo_queue, get_average_age
from six import iteritems
def execute(filters=None):
+ is_reposting_item_valuation_in_progress()
if not filters: filters = {}
validate_filters(filters)
diff --git a/erpnext/stock/report/stock_ledger/stock_ledger.py b/erpnext/stock/report/stock_ledger/stock_ledger.py
index 86af5e0..7b5701a 100644
--- a/erpnext/stock/report/stock_ledger/stock_ledger.py
+++ b/erpnext/stock/report/stock_ledger/stock_ledger.py
@@ -5,11 +5,12 @@
import frappe
from frappe.utils import cint, flt
-from erpnext.stock.utils import update_included_uom_in_report
+from erpnext.stock.utils import update_included_uom_in_report, is_reposting_item_valuation_in_progress
from frappe import _
from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
def execute(filters=None):
+ is_reposting_item_valuation_in_progress()
include_uom = filters.get("include_uom")
columns = get_columns()
items = get_items(filters)
diff --git a/erpnext/stock/report/stock_projected_qty/stock_projected_qty.py b/erpnext/stock/report/stock_projected_qty/stock_projected_qty.py
index c8efb16..1183e41 100644
--- a/erpnext/stock/report/stock_projected_qty/stock_projected_qty.py
+++ b/erpnext/stock/report/stock_projected_qty/stock_projected_qty.py
@@ -5,9 +5,10 @@
import frappe
from frappe import _
from frappe.utils import flt, today
-from erpnext.stock.utils import update_included_uom_in_report
+from erpnext.stock.utils import update_included_uom_in_report, is_reposting_item_valuation_in_progress
def execute(filters=None):
+ is_reposting_item_valuation_in_progress()
filters = frappe._dict(filters or {})
include_uom = filters.get("include_uom")
columns = get_columns()
diff --git a/erpnext/stock/report/warehouse_wise_item_balance_age_and_value/warehouse_wise_item_balance_age_and_value.py b/erpnext/stock/report/warehouse_wise_item_balance_age_and_value/warehouse_wise_item_balance_age_and_value.py
index ebcb106..04f7d34 100644
--- a/erpnext/stock/report/warehouse_wise_item_balance_age_and_value/warehouse_wise_item_balance_age_and_value.py
+++ b/erpnext/stock/report/warehouse_wise_item_balance_age_and_value/warehouse_wise_item_balance_age_and_value.py
@@ -11,9 +11,11 @@
from erpnext.stock.report.stock_balance.stock_balance import (get_item_details,
get_item_reorder_details, get_item_warehouse_map, get_items, get_stock_ledger_entries)
from erpnext.stock.report.stock_ageing.stock_ageing import get_fifo_queue, get_average_age
+from erpnext.stock.utils import is_reposting_item_valuation_in_progress
from six import iteritems
def execute(filters=None):
+ is_reposting_item_valuation_in_progress()
if not filters: filters = {}
validate_filters(filters)
diff --git a/erpnext/stock/stock_balance.py b/erpnext/stock/stock_balance.py
index b5ae1b7..8ba1f1c 100644
--- a/erpnext/stock/stock_balance.py
+++ b/erpnext/stock/stock_balance.py
@@ -6,6 +6,7 @@
from frappe.utils import flt, cstr, nowdate, nowtime
from erpnext.stock.utils import update_bin
from erpnext.stock.stock_ledger import update_entries_after
+from erpnext.controllers.stock_controller import create_repost_item_valuation_entry
def repost(only_actual=False, allow_negative_stock=False, allow_zero_rate=False, only_bin=False):
"""
@@ -56,12 +57,18 @@
update_bin_qty(item_code, warehouse, qty_dict)
def repost_actual_qty(item_code, warehouse, allow_zero_rate=False, allow_negative_stock=False):
- update_entries_after({ "item_code": item_code, "warehouse": warehouse },
- allow_zero_rate=allow_zero_rate, allow_negative_stock=allow_negative_stock)
+ create_repost_item_valuation_entry({
+ "item_code": item_code,
+ "warehouse": warehouse,
+ "posting_date": "1900-01-01",
+ "posting_time": "00:01",
+ "allow_negative_stock": allow_negative_stock,
+ "allow_zero_rate": allow_zero_rate
+ })
def get_balance_qty_from_sle(item_code, warehouse):
balance_qty = frappe.db.sql("""select qty_after_transaction from `tabStock Ledger Entry`
- where item_code=%s and warehouse=%s
+ where item_code=%s and warehouse=%s and is_cancelled=0
order by posting_date desc, posting_time desc, creation desc
limit 1""", (item_code, warehouse))
@@ -191,7 +198,7 @@
print(d[0], d[1], d[2], serial_nos[0][0])
sle = frappe.db.sql("""select valuation_rate, company from `tabStock Ledger Entry`
- where item_code = %s and warehouse = %s
+ where item_code = %s and warehouse = %s and is_cancelled = 0
order by posting_date desc limit 1""", (d[0], d[1]))
sle_dict = {
@@ -223,7 +230,8 @@
})
update_bin(args)
- update_entries_after({
+
+ create_repost_item_valuation_entry({
"item_code": d[0],
"warehouse": d[1],
"posting_date": posting_date,
diff --git a/erpnext/stock/stock_ledger.py b/erpnext/stock/stock_ledger.py
index f4490f1..5b9ada0 100644
--- a/erpnext/stock/stock_ledger.py
+++ b/erpnext/stock/stock_ledger.py
@@ -5,9 +5,10 @@
import frappe, erpnext
from frappe import _
from frappe.utils import cint, flt, cstr, now, now_datetime
+from frappe.model.meta import get_field_precision
from erpnext.stock.utils import get_valuation_method, get_incoming_outgoing_rate_for_cancel
+from erpnext.stock.utils import get_bin
import json
-
from six import iteritems
# future reposting
@@ -25,32 +26,23 @@
set_as_cancel(sl_entries[0].get('voucher_type'), sl_entries[0].get('voucher_no'))
for sle in sl_entries:
- sle_id = None
- if via_landed_cost_voucher or cancel:
- sle['posting_date'] = now_datetime().strftime('%Y-%m-%d')
- sle['posting_time'] = now_datetime().strftime('%H:%M:%S.%f')
+ if cancel:
+ sle['actual_qty'] = -flt(sle.get('actual_qty'))
- if cancel:
- sle['actual_qty'] = -flt(sle.get('actual_qty'))
+ if sle['actual_qty'] < 0 and not sle.get('outgoing_rate'):
+ sle['outgoing_rate'] = get_incoming_outgoing_rate_for_cancel(sle.item_code,
+ sle.voucher_type, sle.voucher_no, sle.voucher_detail_no)
+ sle['incoming_rate'] = 0.0
- if sle['actual_qty'] < 0 and not sle.get('outgoing_rate'):
- sle['outgoing_rate'] = get_incoming_outgoing_rate_for_cancel(sle.item_code,
- sle.voucher_type, sle.voucher_no, sle.voucher_detail_no)
- sle['incoming_rate'] = 0.0
-
- if sle['actual_qty'] > 0 and not sle.get('incoming_rate'):
- sle['incoming_rate'] = get_incoming_outgoing_rate_for_cancel(sle.item_code,
- sle.voucher_type, sle.voucher_no, sle.voucher_detail_no)
- sle['outgoing_rate'] = 0.0
-
+ if sle['actual_qty'] > 0 and not sle.get('incoming_rate'):
+ sle['incoming_rate'] = get_incoming_outgoing_rate_for_cancel(sle.item_code,
+ sle.voucher_type, sle.voucher_no, sle.voucher_detail_no)
+ sle['outgoing_rate'] = 0.0
if sle.get("actual_qty") or sle.get("voucher_type")=="Stock Reconciliation":
- sle_id = make_entry(sle, allow_negative_stock, via_landed_cost_voucher)
-
- args = sle.copy()
- args.update({
- "sle_id": sle_id
- })
+ sle_doc = make_entry(sle, allow_negative_stock, via_landed_cost_voucher)
+
+ args = sle_doc.as_dict()
update_bin(args, allow_negative_stock, via_landed_cost_voucher)
@@ -68,8 +60,36 @@
sle.via_landed_cost_voucher = via_landed_cost_voucher
sle.insert()
sle.submit()
- return sle.name
+ return sle
+def repost_future_sle(args=None, voucher_type=None, voucher_no=None, allow_negative_stock=False, via_landed_cost_voucher=False):
+ if not args and voucher_type and voucher_no:
+ args = get_args_for_voucher(voucher_type, voucher_no)
+
+ distinct_item_warehouses = [(d.item_code, d.warehouse) for d in args]
+
+ i = 0
+ while i < len(args):
+ obj = update_entries_after({
+ "item_code": args[i].item_code,
+ "warehouse": args[i].warehouse,
+ "posting_date": args[i].posting_date,
+ "posting_time": args[i].posting_time
+ }, allow_negative_stock=allow_negative_stock, via_landed_cost_voucher=via_landed_cost_voucher)
+
+ for item_wh, new_sle in iteritems(obj.new_items):
+ if item_wh not in distinct_item_warehouses:
+ args.append(new_sle)
+
+ i += 1
+
+def get_args_for_voucher(voucher_type, voucher_no):
+ return frappe.db.get_all("Stock Ledger Entry",
+ filters={"voucher_type": voucher_type, "voucher_no": voucher_no},
+ fields=["item_code", "warehouse", "posting_date", "posting_time"],
+ order_by="creation asc",
+ group_by="item_code, warehouse"
+ )
class update_entries_after(object):
"""
@@ -86,141 +106,299 @@
}
"""
def __init__(self, args, allow_zero_rate=False, allow_negative_stock=None, via_landed_cost_voucher=False, verbose=1):
- from frappe.model.meta import get_field_precision
-
- self.exceptions = []
+ self.exceptions = {}
self.verbose = verbose
self.allow_zero_rate = allow_zero_rate
- self.allow_negative_stock = allow_negative_stock
self.via_landed_cost_voucher = via_landed_cost_voucher
- if not self.allow_negative_stock:
- self.allow_negative_stock = cint(frappe.db.get_single_value("Stock Settings",
- "allow_negative_stock"))
+ self.allow_negative_stock = allow_negative_stock \
+ or cint(frappe.db.get_single_value("Stock Settings", "allow_negative_stock"))
- self.args = args
- for key, value in iteritems(args):
- setattr(self, key, value)
+ self.args = frappe._dict(args)
+ self.item_code = args.get("item_code")
+ if self.args.sle_id:
+ self.args['name'] = self.args.sle_id
- self.previous_sle = self.get_sle_before_datetime()
- self.previous_sle = self.previous_sle[0] if self.previous_sle else frappe._dict()
+ self.company = frappe.get_cached_value("Warehouse", self.args.warehouse, "company")
+ self.get_precision()
+ self.valuation_method = get_valuation_method(self.item_code)
+ self.new_items = {}
+
+ self.data = frappe._dict()
+ self.initialize_previous_data(self.args)
+
+ self.build()
+
+ def get_precision(self):
+ company_base_currency = frappe.get_cached_value('Company', self.company, "default_currency")
+ self.precision = get_field_precision(frappe.get_meta("Stock Ledger Entry").get_field("stock_value"),
+ currency=company_base_currency)
+
+ def initialize_previous_data(self, args):
+ """
+ Get previous sl entries for current item for each related warehouse
+ and assigns into self.data dict
+
+ :Data Structure:
+
+ self.data = {
+ warehouse1: {
+ 'previus_sle': {},
+ 'qty_after_transaction': 10,
+ 'valuation_rate': 100,
+ 'stock_value': 1000,
+ 'prev_stock_value': 1000,
+ 'stock_queue': '[[10, 100]]',
+ 'stock_value_difference': 1000
+ }
+ }
+
+ """
+ self.data.setdefault(args.warehouse, frappe._dict())
+ warehouse_dict = self.data[args.warehouse]
+ previous_sle = self.get_sle_before_datetime(args)
+ warehouse_dict.previous_sle = previous_sle
for key in ("qty_after_transaction", "valuation_rate", "stock_value"):
- setattr(self, key, flt(self.previous_sle.get(key)))
+ setattr(warehouse_dict, key, flt(previous_sle.get(key)))
- self.company = frappe.db.get_value("Warehouse", self.warehouse, "company")
- self.precision = get_field_precision(frappe.get_meta("Stock Ledger Entry").get_field("stock_value"),
- currency=frappe.get_cached_value('Company', self.company, "default_currency"))
+ warehouse_dict.update({
+ "prev_stock_value": previous_sle.stock_value or 0.0,
+ "stock_queue": json.loads(previous_sle.stock_queue or "[]"),
+ "stock_value_difference": 0.0
+ })
- self.prev_stock_value = self.previous_sle.stock_value or 0.0
- self.stock_queue = json.loads(self.previous_sle.stock_queue or "[]")
- self.valuation_method = get_valuation_method(self.item_code)
- self.stock_value_difference = 0.0
- self.build(args.get('sle_id'))
-
- def build(self, sle_id):
- if sle_id:
- sle = get_sle_by_id(sle_id)
- self.process_sle(sle)
+ def build(self):
+ if self.args.get("sle_id"):
+ self.process_sle_against_current_voucher()
else:
- # includes current entry!
- entries_to_fix = self.get_sle_after_datetime()
- for sle in entries_to_fix:
+ entries_to_fix = self.get_future_entries_to_fix()
+
+ i = 0
+ while i < len(entries_to_fix):
+ sle = entries_to_fix[i]
+ i += 1
+
self.process_sle(sle)
+ if sle.dependant_sle_voucher_detail_no:
+ self.get_dependent_entries_to_fix(entries_to_fix, sle)
+
if self.exceptions:
self.raise_exceptions()
self.update_bin()
- def update_bin(self):
- # update bin
- bin_name = frappe.db.get_value("Bin", {
- "item_code": self.item_code,
- "warehouse": self.warehouse
- })
+ def process_sle_against_current_voucher(self):
+ sl_entries = self.get_sle_against_current_voucher()
+ for sle in sl_entries:
+ self.process_sle(sle)
- if not bin_name:
- bin_doc = frappe.get_doc({
- "doctype": "Bin",
- "item_code": self.item_code,
- "warehouse": self.warehouse
- })
- bin_doc.insert(ignore_permissions=True)
- else:
- bin_doc = frappe.get_doc("Bin", bin_name)
+ def get_sle_against_current_voucher(self):
+ return frappe.db.sql("""
+ select
+ *, timestamp(posting_date, posting_time) as "timestamp"
+ from
+ `tabStock Ledger Entry`
+ where
+ item_code = %(item_code)s
+ and warehouse = %(warehouse)s
+ and voucher_type = %(voucher_type)s
+ and voucher_no = %(voucher_no)s
+ order by
+ creation ASC
+ for update
+ """, self.args, as_dict=1)
- bin_doc.update({
- "valuation_rate": self.valuation_rate,
- "actual_qty": self.qty_after_transaction,
- "stock_value": self.stock_value
- })
- bin_doc.flags.via_stock_ledger_entry = True
+ def get_future_entries_to_fix(self):
+ # includes current entry!
+ args = self.data[self.args.warehouse].previous_sle \
+ or frappe._dict({"item_code": self.item_code, "warehouse": self.args.warehouse})
+
+ return list(self.get_sle_after_datetime(args))
- bin_doc.save(ignore_permissions=True)
+ def get_dependent_entries_to_fix(self, entries_to_fix, sle):
+ dependant_sle = get_sle_by_voucher_detail_no(sle.dependant_sle_voucher_detail_no,
+ excluded_sle=sle.name)
+
+ if not dependant_sle:
+ return
+ elif dependant_sle.item_code == self.item_code and dependant_sle.warehouse == self.args.warehouse:
+ return
+ elif dependant_sle.item_code != self.item_code \
+ and (dependant_sle.item_code, dependant_sle.warehouse) not in self.new_items:
+ self.new_items[(dependant_sle.item_code, dependant_sle.warehouse)] = dependant_sle
+ return
+
+ self.initialize_previous_data(dependant_sle)
+
+ args = self.data[dependant_sle.warehouse].previous_sle \
+ or frappe._dict({"item_code": self.item_code, "warehouse": dependant_sle.warehouse})
+ future_sle_for_dependant = list(self.get_sle_after_datetime(args))
+
+ entries_to_fix.extend(future_sle_for_dependant)
+ entries_to_fix = sorted(entries_to_fix, key=lambda k: k['timestamp'])
def process_sle(self, sle):
+ # previous sle data for this warehouse
+ self.wh_data = self.data[sle.warehouse]
+
if (sle.serial_no and not self.via_landed_cost_voucher) or not cint(self.allow_negative_stock):
# validate negative stock for serialized items, fifo valuation
# or when negative stock is not allowed for moving average
if not self.validate_negative_stock(sle):
- self.qty_after_transaction += flt(sle.actual_qty)
+ self.wh_data.qty_after_transaction += flt(sle.actual_qty)
return
+ # Get dynamic incoming/outgoing rate
+ self.get_dynamic_incoming_outgoing_rate(sle)
+
if sle.serial_no:
self.get_serialized_values(sle)
- self.qty_after_transaction += flt(sle.actual_qty)
+ self.wh_data.qty_after_transaction += flt(sle.actual_qty)
if sle.voucher_type == "Stock Reconciliation":
- self.qty_after_transaction = sle.qty_after_transaction
+ self.wh_data.qty_after_transaction = sle.qty_after_transaction
- self.stock_value = flt(self.qty_after_transaction) * flt(self.valuation_rate)
+ self.wh_data.stock_value = flt(self.wh_data.qty_after_transaction) * flt(self.wh_data.valuation_rate)
else:
if sle.voucher_type=="Stock Reconciliation" and not sle.batch_no:
# assert
- self.valuation_rate = sle.valuation_rate
- self.qty_after_transaction = sle.qty_after_transaction
- self.stock_queue = [[self.qty_after_transaction, self.valuation_rate]]
- self.stock_value = flt(self.qty_after_transaction) * flt(self.valuation_rate)
+ self.wh_data.valuation_rate = sle.valuation_rate
+ self.wh_data.qty_after_transaction = sle.qty_after_transaction
+ self.wh_data.stock_queue = [[self.wh_data.qty_after_transaction, self.wh_data.valuation_rate]]
+ self.wh_data.stock_value = flt(self.wh_data.qty_after_transaction) * flt(self.wh_data.valuation_rate)
else:
if self.valuation_method == "Moving Average":
self.get_moving_average_values(sle)
- self.qty_after_transaction += flt(sle.actual_qty)
- self.stock_value = flt(self.qty_after_transaction) * flt(self.valuation_rate)
+ self.wh_data.qty_after_transaction += flt(sle.actual_qty)
+ self.wh_data.stock_value = flt(self.wh_data.qty_after_transaction) * flt(self.wh_data.valuation_rate)
else:
self.get_fifo_values(sle)
- self.qty_after_transaction += flt(sle.actual_qty)
- self.stock_value = sum((flt(batch[0]) * flt(batch[1]) for batch in self.stock_queue))
+ self.wh_data.qty_after_transaction += flt(sle.actual_qty)
+ self.wh_data.stock_value = sum((flt(batch[0]) * flt(batch[1]) for batch in self.wh_data.stock_queue))
# rounding as per precision
- self.stock_value = flt(self.stock_value, self.precision)
-
- stock_value_difference = self.stock_value - self.prev_stock_value
-
- self.prev_stock_value = self.stock_value
+ self.wh_data.stock_value = flt(self.wh_data.stock_value, self.precision)
+ stock_value_difference = self.wh_data.stock_value - self.wh_data.prev_stock_value
+ self.wh_data.prev_stock_value = self.wh_data.stock_value
# update current sle
- sle.qty_after_transaction = self.qty_after_transaction
- sle.valuation_rate = self.valuation_rate
- sle.stock_value = self.stock_value
- sle.stock_queue = json.dumps(self.stock_queue)
+ sle.qty_after_transaction = self.wh_data.qty_after_transaction
+ sle.valuation_rate = self.wh_data.valuation_rate
+ sle.stock_value = self.wh_data.stock_value
+ sle.stock_queue = json.dumps(self.wh_data.stock_queue)
sle.stock_value_difference = stock_value_difference
sle.doctype="Stock Ledger Entry"
frappe.get_doc(sle).db_update()
+ self.update_outgoing_rate_on_transaction(sle)
+
def validate_negative_stock(self, sle):
"""
validate negative stock for entries current datetime onwards
will not consider cancelled entries
"""
- diff = self.qty_after_transaction + flt(sle.actual_qty)
+ diff = self.wh_data.qty_after_transaction + flt(sle.actual_qty)
if diff < 0 and abs(diff) > 0.0001:
# negative stock!
exc = sle.copy().update({"diff": diff})
- self.exceptions.append(exc)
+ self.exceptions.setdefault(sle.warehouse, []).append(exc)
return False
else:
return True
+ def get_dynamic_incoming_outgoing_rate(self, sle):
+ # Get updated incoming/outgoing rate from transaction
+ if sle.recalculate_rate:
+ rate = self.get_incoming_outgoing_rate_from_transaction(sle)
+
+ if flt(sle.actual_qty) >= 0:
+ sle.incoming_rate = rate
+ else:
+ sle.outgoing_rate = rate
+
+ def get_incoming_outgoing_rate_from_transaction(self, sle):
+ rate = 0
+ # Material Transfer, Repack, Manufacturing
+ if sle.voucher_type == "Stock Entry":
+ rate = frappe.db.get_value("Stock Entry Detail", sle.voucher_detail_no, "valuation_rate")
+ # Sales and Purchase Return
+ elif sle.voucher_type in ("Purchase Receipt", "Purchase Invoice", "Delivery Note", "Sales Invoice"):
+ if frappe.get_cached_value(sle.voucher_type, sle.voucher_no, "is_return"):
+ from erpnext.controllers.sales_and_purchase_return import get_rate_for_return # don't move this import to top
+ rate = get_rate_for_return(sle.voucher_type, sle.voucher_no, sle.item_code, voucher_detail_no=sle.voucher_detail_no)
+ else:
+ if sle.voucher_type in ("Purchase Receipt", "Purchase Invoice"):
+ rate_field = "valuation_rate"
+ else:
+ rate_field = "incoming_rate"
+
+ # check in item table
+ item_code, incoming_rate = frappe.db.get_value(sle.voucher_type + " Item",
+ sle.voucher_detail_no, ["item_code", rate_field])
+
+ if item_code == sle.item_code:
+ rate = incoming_rate
+ else:
+ if sle.voucher_type in ("Delivery Note", "Sales Invoice"):
+ ref_doctype = "Packed Item"
+ else:
+ ref_doctype = "Purchase Receipt Item Supplied"
+
+ rate = frappe.db.get_value(ref_doctype, {"parent_detail_docname": sle.voucher_detail_no,
+ "item_code": sle.item_code}, rate_field)
+
+ return rate
+
+ def update_outgoing_rate_on_transaction(self, sle):
+ """
+ Update outgoing rate in Stock Entry, Delivery Note, Sales Invoice and Sales Return
+ In case of Stock Entry, also calculate FG Item rate and total incoming/outgoing amount
+ """
+ if sle.actual_qty and sle.voucher_detail_no:
+ outgoing_rate = abs(flt(sle.stock_value_difference)) / abs(sle.actual_qty)
+
+ if flt(sle.actual_qty) < 0 and sle.voucher_type == "Stock Entry":
+ self.update_rate_on_stock_entry(sle, outgoing_rate)
+ elif sle.voucher_type in ("Delivery Note", "Sales Invoice"):
+ self.update_rate_on_delivery_and_sales_return(sle, outgoing_rate)
+ elif flt(sle.actual_qty) < 0 and sle.voucher_type in ("Purchase Receipt", "Purchase Invoice"):
+ self.update_rate_on_purchase_receipt(sle, outgoing_rate)
+
+ def update_rate_on_stock_entry(self, sle, outgoing_rate):
+ frappe.db.set_value("Stock Entry Detail", sle.voucher_detail_no, "basic_rate", outgoing_rate)
+
+ # Update outgoing item's rate, recalculate FG Item's rate and total incoming/outgoing amount
+ stock_entry = frappe.get_doc("Stock Entry", sle.voucher_no)
+ stock_entry.calculate_rate_and_amount(reset_outgoing_rate=False, raise_error_if_no_rate=False)
+ stock_entry.db_update()
+ for d in stock_entry.items:
+ d.db_update()
+
+ def update_rate_on_delivery_and_sales_return(self, sle, outgoing_rate):
+ # Update item's incoming rate on transaction
+ item_code = frappe.db.get_value(sle.voucher_type + " Item", sle.voucher_detail_no, "item_code")
+ if item_code == sle.item_code:
+ frappe.db.set_value(sle.voucher_type + " Item", sle.voucher_detail_no, "incoming_rate", outgoing_rate)
+ else:
+ # packed item
+ frappe.db.set_value("Packed Item",
+ {"parent_detail_docname": sle.voucher_detail_no, "item_code": sle.item_code},
+ "incoming_rate", outgoing_rate)
+
+ def update_rate_on_purchase_receipt(self, sle, outgoing_rate):
+ if frappe.db.exists(sle.voucher_type + " Item", sle.voucher_detail_no):
+ frappe.db.set_value(sle.voucher_type + " Item", sle.voucher_detail_no, "base_net_rate", outgoing_rate)
+ else:
+ frappe.db.set_value("Purchase Receipt Item Supplied", sle.voucher_detail_no, "rate", outgoing_rate)
+
+ # Recalculate subcontracted item's rate in case of subcontracted purchase receipt/invoice
+ if frappe.db.get_value(sle.voucher_type, sle.voucher_no, "is_subcontracted"):
+ doc = frappe.get_cached_doc(sle.voucher_type, sle.voucher_no)
+ doc.update_valuation_rate(reset_outgoing_rate=False)
+ for d in (doc.items + doc.supplied_items):
+ d.db_update()
+
def get_serialized_values(self, sle):
incoming_rate = flt(sle.incoming_rate)
actual_qty = flt(sle.actual_qty)
@@ -228,7 +406,7 @@
if incoming_rate < 0:
# wrong incoming rate
- incoming_rate = self.valuation_rate
+ incoming_rate = self.wh_data.valuation_rate
stock_value_change = 0
if incoming_rate:
@@ -236,22 +414,25 @@
elif actual_qty < 0:
# In case of delivery/stock issue, get average purchase rate
# of serial nos of current entry
- outgoing_value = self.get_incoming_value_for_serial_nos(sle, serial_nos)
- stock_value_change = -1 * outgoing_value
+ if not sle.is_cancelled:
+ outgoing_value = self.get_incoming_value_for_serial_nos(sle, serial_nos)
+ stock_value_change = -1 * outgoing_value
+ else:
+ stock_value_change = actual_qty * sle.outgoing_rate
- new_stock_qty = self.qty_after_transaction + actual_qty
+ new_stock_qty = self.wh_data.qty_after_transaction + actual_qty
if new_stock_qty > 0:
- new_stock_value = (self.qty_after_transaction * self.valuation_rate) + stock_value_change
+ new_stock_value = (self.wh_data.qty_after_transaction * self.wh_data.valuation_rate) + stock_value_change
if new_stock_value >= 0:
# calculate new valuation rate only if stock value is positive
# else it remains the same as that of previous entry
- self.valuation_rate = new_stock_value / new_stock_qty
+ self.wh_data.valuation_rate = new_stock_value / new_stock_qty
- if not self.valuation_rate and sle.voucher_detail_no:
+ if not self.wh_data.valuation_rate and sle.voucher_detail_no:
allow_zero_rate = self.check_if_allow_zero_valuation_rate(sle.voucher_type, sle.voucher_detail_no)
if not allow_zero_rate:
- self.valuation_rate = get_valuation_rate(sle.item_code, sle.warehouse,
+ self.wh_data.valuation_rate = get_valuation_rate(sle.item_code, sle.warehouse,
sle.voucher_type, sle.voucher_no, self.allow_zero_rate,
currency=erpnext.get_company_currency(sle.company))
@@ -287,39 +468,39 @@
def get_moving_average_values(self, sle):
actual_qty = flt(sle.actual_qty)
- new_stock_qty = flt(self.qty_after_transaction) + actual_qty
+ new_stock_qty = flt(self.wh_data.qty_after_transaction) + actual_qty
if new_stock_qty >= 0:
if actual_qty > 0:
- if flt(self.qty_after_transaction) <= 0:
- self.valuation_rate = sle.incoming_rate
+ if flt(self.wh_data.qty_after_transaction) <= 0:
+ self.wh_data.valuation_rate = sle.incoming_rate
else:
- new_stock_value = (self.qty_after_transaction * self.valuation_rate) + \
+ new_stock_value = (self.wh_data.qty_after_transaction * self.wh_data.valuation_rate) + \
(actual_qty * sle.incoming_rate)
- self.valuation_rate = new_stock_value / new_stock_qty
+ self.wh_data.valuation_rate = new_stock_value / new_stock_qty
elif sle.outgoing_rate:
if new_stock_qty:
- new_stock_value = (self.qty_after_transaction * self.valuation_rate) + \
+ new_stock_value = (self.wh_data.qty_after_transaction * self.wh_data.valuation_rate) + \
(actual_qty * sle.outgoing_rate)
- self.valuation_rate = new_stock_value / new_stock_qty
+ self.wh_data.valuation_rate = new_stock_value / new_stock_qty
else:
- self.valuation_rate = sle.outgoing_rate
+ self.wh_data.valuation_rate = sle.outgoing_rate
else:
- if flt(self.qty_after_transaction) >= 0 and sle.outgoing_rate:
- self.valuation_rate = sle.outgoing_rate
+ if flt(self.wh_data.qty_after_transaction) >= 0 and sle.outgoing_rate:
+ self.wh_data.valuation_rate = sle.outgoing_rate
- if not self.valuation_rate and actual_qty > 0:
- self.valuation_rate = sle.incoming_rate
+ if not self.wh_data.valuation_rate and actual_qty > 0:
+ self.wh_data.valuation_rate = sle.incoming_rate
# Get valuation rate from previous SLE or Item master, if item does not have the
# allow zero valuration rate flag set
- if not self.valuation_rate and sle.voucher_detail_no:
+ if not self.wh_data.valuation_rate and sle.voucher_detail_no:
allow_zero_valuation_rate = self.check_if_allow_zero_valuation_rate(sle.voucher_type, sle.voucher_detail_no)
if not allow_zero_valuation_rate:
- self.valuation_rate = get_valuation_rate(sle.item_code, sle.warehouse,
+ self.wh_data.valuation_rate = get_valuation_rate(sle.item_code, sle.warehouse,
sle.voucher_type, sle.voucher_no, self.allow_zero_rate,
currency=erpnext.get_company_currency(sle.company))
@@ -329,22 +510,22 @@
outgoing_rate = flt(sle.outgoing_rate)
if actual_qty > 0:
- if not self.stock_queue:
- self.stock_queue.append([0, 0])
+ if not self.wh_data.stock_queue:
+ self.wh_data.stock_queue.append([0, 0])
# last row has the same rate, just updated the qty
- if self.stock_queue[-1][1]==incoming_rate:
- self.stock_queue[-1][0] += actual_qty
+ if self.wh_data.stock_queue[-1][1]==incoming_rate:
+ self.wh_data.stock_queue[-1][0] += actual_qty
else:
- if self.stock_queue[-1][0] > 0:
- self.stock_queue.append([actual_qty, incoming_rate])
+ if self.wh_data.stock_queue[-1][0] > 0:
+ self.wh_data.stock_queue.append([actual_qty, incoming_rate])
else:
- qty = self.stock_queue[-1][0] + actual_qty
- self.stock_queue[-1] = [qty, incoming_rate]
+ qty = self.wh_data.stock_queue[-1][0] + actual_qty
+ self.wh_data.stock_queue[-1] = [qty, incoming_rate]
else:
qty_to_pop = abs(actual_qty)
while qty_to_pop:
- if not self.stock_queue:
+ if not self.wh_data.stock_queue:
# Get valuation rate from last sle if exists or from valuation rate field in item master
allow_zero_valuation_rate = self.check_if_allow_zero_valuation_rate(sle.voucher_type, sle.voucher_detail_no)
if not allow_zero_valuation_rate:
@@ -354,35 +535,35 @@
else:
_rate = 0
- self.stock_queue.append([0, _rate])
+ self.wh_data.stock_queue.append([0, _rate])
index = None
if outgoing_rate > 0:
# Find the entry where rate matched with outgoing rate
- for i, v in enumerate(self.stock_queue):
+ for i, v in enumerate(self.wh_data.stock_queue):
if v[1] == outgoing_rate:
index = i
break
# If no entry found with outgoing rate, collapse stack
if index == None:
- new_stock_value = sum((d[0]*d[1] for d in self.stock_queue)) - qty_to_pop*outgoing_rate
- new_stock_qty = sum((d[0] for d in self.stock_queue)) - qty_to_pop
- self.stock_queue = [[new_stock_qty, new_stock_value/new_stock_qty if new_stock_qty > 0 else outgoing_rate]]
+ new_stock_value = sum((d[0]*d[1] for d in self.wh_data.stock_queue)) - qty_to_pop*outgoing_rate
+ new_stock_qty = sum((d[0] for d in self.wh_data.stock_queue)) - qty_to_pop
+ self.wh_data.stock_queue = [[new_stock_qty, new_stock_value/new_stock_qty if new_stock_qty > 0 else outgoing_rate]]
break
else:
index = 0
# select first batch or the batch with same rate
- batch = self.stock_queue[index]
+ batch = self.wh_data.stock_queue[index]
if qty_to_pop >= batch[0]:
# consume current batch
qty_to_pop = qty_to_pop - batch[0]
- self.stock_queue.pop(index)
- if not self.stock_queue and qty_to_pop:
+ self.wh_data.stock_queue.pop(index)
+ if not self.wh_data.stock_queue and qty_to_pop:
# stock finished, qty still remains to be withdrawn
# negative stock, keep in as a negative batch
- self.stock_queue.append([-qty_to_pop, outgoing_rate or batch[1]])
+ self.wh_data.stock_queue.append([-qty_to_pop, outgoing_rate or batch[1]])
break
else:
@@ -391,14 +572,14 @@
batch[0] = batch[0] - qty_to_pop
qty_to_pop = 0
- stock_value = sum((flt(batch[0]) * flt(batch[1]) for batch in self.stock_queue))
- stock_qty = sum((flt(batch[0]) for batch in self.stock_queue))
+ stock_value = sum((flt(batch[0]) * flt(batch[1]) for batch in self.wh_data.stock_queue))
+ stock_qty = sum((flt(batch[0]) for batch in self.wh_data.stock_queue))
if stock_qty:
- self.valuation_rate = stock_value / flt(stock_qty)
+ self.wh_data.valuation_rate = stock_value / flt(stock_qty)
- if not self.stock_queue:
- self.stock_queue.append([0, sle.incoming_rate or sle.outgoing_rate or self.valuation_rate])
+ if not self.wh_data.stock_queue:
+ self.wh_data.stock_queue.append([0, sle.incoming_rate or sle.outgoing_rate or self.wh_data.valuation_rate])
def check_if_allow_zero_valuation_rate(self, voucher_type, voucher_detail_no):
ref_item_dt = ""
@@ -413,39 +594,56 @@
else:
return 0
- def get_sle_before_datetime(self):
+ def get_sle_before_datetime(self, args):
"""get previous stock ledger entry before current time-bucket"""
- if self.args.get('sle_id'):
- self.args['name'] = self.args.get('sle_id')
+ sle = get_stock_ledger_entries(args, "<", "desc", "limit 1", for_update=False)
+ sle = sle[0] if sle else frappe._dict()
+ return sle
- return get_stock_ledger_entries(self.args, "<=", "desc", "limit 1", for_update=False)
-
- def get_sle_after_datetime(self):
+ def get_sle_after_datetime(self, args):
"""get Stock Ledger Entries after a particular datetime, for reposting"""
- return get_stock_ledger_entries(self.previous_sle or frappe._dict({
- "item_code": self.args.get("item_code"), "warehouse": self.args.get("warehouse") }),
- ">", "asc", for_update=True, check_serial_no=False)
+ return get_stock_ledger_entries(args, ">", "asc", for_update=True, check_serial_no=False)
def raise_exceptions(self):
- deficiency = min(e["diff"] for e in self.exceptions)
+ msg_list = []
+ for warehouse, exceptions in iteritems(self.exceptions):
+ deficiency = min(e["diff"] for e in exceptions)
- if ((self.exceptions[0]["voucher_type"], self.exceptions[0]["voucher_no"]) in
- frappe.local.flags.currently_saving):
+ if ((exceptions[0]["voucher_type"], exceptions[0]["voucher_no"]) in
+ frappe.local.flags.currently_saving):
- msg = _("{0} units of {1} needed in {2} to complete this transaction.").format(
- abs(deficiency), frappe.get_desk_link('Item', self.item_code),
- frappe.get_desk_link('Warehouse', self.warehouse))
- else:
- msg = _("{0} units of {1} needed in {2} on {3} {4} for {5} to complete this transaction.").format(
- abs(deficiency), frappe.get_desk_link('Item', self.item_code),
- frappe.get_desk_link('Warehouse', self.warehouse),
- self.exceptions[0]["posting_date"], self.exceptions[0]["posting_time"],
- frappe.get_desk_link(self.exceptions[0]["voucher_type"], self.exceptions[0]["voucher_no"]))
+ msg = _("{0} units of {1} needed in {2} to complete this transaction.").format(
+ abs(deficiency), frappe.get_desk_link('Item', self.item_code),
+ frappe.get_desk_link('Warehouse', warehouse))
+ else:
+ msg = _("{0} units of {1} needed in {2} on {3} {4} for {5} to complete this transaction.").format(
+ abs(deficiency), frappe.get_desk_link('Item', self.item_code),
+ frappe.get_desk_link('Warehouse', warehouse),
+ exceptions[0]["posting_date"], exceptions[0]["posting_time"],
+ frappe.get_desk_link(exceptions[0]["voucher_type"], exceptions[0]["voucher_no"]))
- if self.verbose:
- frappe.throw(msg, NegativeStockError, title='Insufficient Stock')
- else:
- raise NegativeStockError(msg)
+ if msg:
+ msg_list.append(msg)
+
+ if msg_list:
+ message = "\n\n".join(msg_list)
+ if self.verbose:
+ frappe.throw(message, NegativeStockError, title='Insufficient Stock')
+ else:
+ raise NegativeStockError(message)
+
+ def update_bin(self):
+ # update bin for each warehouse
+ for warehouse, data in iteritems(self.data):
+ bin_doc = get_bin(self.item_code, warehouse)
+
+ bin_doc.update({
+ "valuation_rate": data.valuation_rate,
+ "actual_qty": data.qty_after_transaction,
+ "stock_value": data.stock_value
+ })
+ bin_doc.flags.via_stock_ledger_entry = True
+ bin_doc.save(ignore_permissions=True)
def get_previous_sle(args, for_update=False):
"""
@@ -489,6 +687,7 @@
select *, timestamp(posting_date, posting_time) as "timestamp"
from `tabStock Ledger Entry`
where item_code = %%(item_code)s
+ and is_cancelled = 0
%(conditions)s
order by timestamp(posting_date, posting_time) %(order)s, creation %(order)s
%(limit)s %(for_update)s""" % {
@@ -498,10 +697,11 @@
"order": order
}, previous_sle, as_dict=1, debug=debug)
-def get_sle_by_id(sle_id):
- return frappe.db.get_all('Stock Ledger Entry',
- fields=['*', 'timestamp(posting_date, posting_time) as timestamp'],
- filters={'name': sle_id})[0]
+def get_sle_by_voucher_detail_no(voucher_detail_no, excluded_sle=None):
+ return frappe.db.get_value('Stock Ledger Entry',
+ {'voucher_detail_no': voucher_detail_no, 'name': ['!=', excluded_sle]},
+ ['item_code', 'warehouse', 'posting_date', 'posting_time', 'timestamp(posting_date, posting_time) as timestamp'],
+ as_dict=1)
def get_valuation_rate(item_code, warehouse, voucher_type, voucher_no,
allow_zero_rate=False, currency=None, company=None, raise_error_if_no_rate=True):
@@ -529,7 +729,7 @@
order by posting_date desc, posting_time desc, name desc limit 1""", (item_code, voucher_no, voucher_type))
if last_valuation_rate:
- return flt(last_valuation_rate[0][0]) # as there is previous records, it might come with zero rate
+ return flt(last_valuation_rate[0][0])
# If negative stock allowed, and item delivered without any incoming entry,
# system does not found any SLE, then take valuation rate from Item
@@ -561,3 +761,54 @@
frappe.throw(msg=msg, title=_("Valuation Rate Missing"))
return valuation_rate
+
+def update_qty_in_future_sle(args, allow_negative_stock=None):
+ frappe.db.sql("""
+ update `tabStock Ledger Entry`
+ set qty_after_transaction = qty_after_transaction + {qty}
+ where
+ item_code = %(item_code)s
+ and warehouse = %(warehouse)s
+ and voucher_no != %(voucher_no)s
+ and is_cancelled = 0
+ and (timestamp(posting_date, posting_time) > timestamp(%(posting_date)s, %(posting_time)s)
+ or (
+ timestamp(posting_date, posting_time) = timestamp(%(posting_date)s, %(posting_time)s)
+ and creation > %(creation)s
+ )
+ )
+ """.format(qty=args.actual_qty), args)
+
+ validate_negative_qty_in_future_sle(args, allow_negative_stock)
+
+def validate_negative_qty_in_future_sle(args, allow_negative_stock=None):
+ allow_negative_stock = allow_negative_stock \
+ or cint(frappe.db.get_single_value("Stock Settings", "allow_negative_stock"))
+
+ if args.actual_qty < 0 and not allow_negative_stock:
+ sle = get_future_sle_with_negative_qty(args)
+ if sle:
+ message = _("{0} units of {1} needed in {2} on {3} {4} for {5} to complete this transaction.").format(
+ abs(sle[0]["qty_after_transaction"]),
+ frappe.get_desk_link('Item', args.item_code),
+ frappe.get_desk_link('Warehouse', args.warehouse),
+ sle[0]["posting_date"], sle[0]["posting_time"],
+ frappe.get_desk_link(sle[0]["voucher_type"], sle[0]["voucher_no"]))
+
+ frappe.throw(message, NegativeStockError, title='Insufficient Stock')
+
+def get_future_sle_with_negative_qty(args):
+ return frappe.db.sql("""
+ select
+ qty_after_transaction, posting_date, posting_time,
+ voucher_type, voucher_no
+ from `tabStock Ledger Entry`
+ where
+ item_code = %(item_code)s
+ and warehouse = %(warehouse)s
+ and voucher_no != %(voucher_no)s
+ and timestamp(posting_date, posting_time) >= timestamp(%(posting_date)s, %(posting_time)s)
+ and is_cancelled = 0
+ and qty_after_transaction < 0
+ limit 1
+ """, args, as_dict=1)
\ No newline at end of file
diff --git a/erpnext/stock/utils.py b/erpnext/stock/utils.py
index f9ac254..4ea7e4f 100644
--- a/erpnext/stock/utils.py
+++ b/erpnext/stock/utils.py
@@ -63,6 +63,7 @@
SELECT item_code, stock_value, name, warehouse
FROM `tabStock Ledger Entry` sle
WHERE posting_date <= %s {0}
+ and is_cancelled = 0
ORDER BY timestamp(posting_date, posting_time) DESC, creation DESC
""".format(condition), values, as_dict=1)
@@ -211,7 +212,7 @@
currency=erpnext.get_company_currency(args.get('company')), company=args.get('company'),
raise_error_if_no_rate=raise_error_if_no_rate)
- return in_rate
+ return flt(in_rate)
def get_avg_purchase_rate(serial_nos):
"""get average value of serial numbers"""
@@ -375,4 +376,10 @@
outgoing_rate = outgoing_rate[0][0] if outgoing_rate else 0.0
- return outgoing_rate
\ No newline at end of file
+ return outgoing_rate
+
+def is_reposting_item_valuation_in_progress():
+ reposting_in_progress = frappe.db.exists("Repost Item Valuation",
+ {'docstatus': 1, 'status': ['in', ['Queued','In Progress']]})
+ if reposting_in_progress:
+ frappe.msgprint(_("Item valuation reposting in progress. Report might show incorrect item valuation."), alert=1)
\ No newline at end of file
diff --git a/erpnext/support/doctype/issue/issue.js b/erpnext/support/doctype/issue/issue.js
index 158416b..935b6e8 100644
--- a/erpnext/support/doctype/issue/issue.js
+++ b/erpnext/support/doctype/issue/issue.js
@@ -154,52 +154,71 @@
timeline_refresh: function(frm) {
- // create button for "Help Article"
- if (frappe.model.can_create("Help Article")) {
- // Removing Help Article button if exists to avoid multiple occurance
- frm.timeline.wrapper.find('.comment-header .asset-details .btn-add-to-kb').remove();
- $('<button class="btn btn-xs btn-link btn-add-to-kb text-muted hidden-xs pull-right">'+
- __('Help Article') + '</button>')
- .appendTo(frm.timeline.wrapper.find('.comment-header .asset-details:not([data-communication-type="Comment"])'))
- .on("click", function() {
- var content = $(this).parents(".timeline-item:first").find(".timeline-item-content").html();
- var doc = frappe.model.get_new_doc("Help Article");
- doc.title = frm.doc.subject;
- doc.content = content;
- frappe.set_route("Form", "Help Article", doc.name);
- });
- }
-
if (!frm.timeline.wrapper.find(".btn-split-issue").length) {
- let split_issue = __("Split Issue")
- $(`<button class="btn btn-xs btn-link btn-add-to-kb text-muted hidden-xs btn-split-issue pull-right" style="display:inline-block; margin-right: 15px">
- ${split_issue}
- </button>`)
- .appendTo(frm.timeline.wrapper.find('.comment-header .asset-details:not([data-communication-type="Comment"])'))
+ let split_issue_btn = $(`
+ <a class="action-btn btn-split-issue" title="${__("Split Issue")}">
+ ${frappe.utils.icon('branch', 'sm')}
+ </a>
+ `);
+
+ let communication_box = frm.timeline.wrapper.find('.timeline-item[data-doctype="Communication"]');
+ communication_box.find('.actions').prepend(split_issue_btn);
+
if (!frm.timeline.wrapper.data("split-issue-event-attached")) {
frm.timeline.wrapper.on('click', '.btn-split-issue', (e) => {
var dialog = new frappe.ui.Dialog({
title: __("Split Issue"),
fields: [
- {fieldname: "subject", fieldtype: "Data", reqd: 1, label: __("Subject"), description: __("All communications including and above this shall be moved into the new Issue")}
+ {
+ fieldname: "subject",
+ fieldtype: "Data",
+ reqd: 1,
+ label: __("Subject"),
+ description: __("All communications including and above this shall be moved into the new Issue")
+ }
],
primary_action_label: __("Split"),
- primary_action: function() {
+ primary_action: () => {
frm.call("split_issue", {
subject: dialog.fields_dict.subject.value,
communication_id: e.currentTarget.closest(".timeline-item").getAttribute("data-name")
}, (r) => {
- frappe.msgprint(`New issue created: <a href="/app/issue/${r.message}">${r.message}</a>`)
+ frappe.msgprint(`New issue created: <a href="/app/issue/${r.message}">${r.message}</a>`);
frm.reload_doc();
dialog.hide();
});
}
});
- dialog.show()
- })
- frm.timeline.wrapper.data("split-issue-event-attached", true)
+ dialog.show();
+ });
+ frm.timeline.wrapper.data("split-issue-event-attached", true);
}
}
+
+ // create button for "Help Article"
+ if (frappe.model.can_create("Help Article")) {
+ // Removing Help Article button if exists to avoid multiple occurrence
+ frm.timeline.wrapper.find('.action-btn .btn-add-to-kb').remove();
+
+ let help_article = $(`
+ <a class="action-btn btn-add-to-kb" title="${__('Help Article')}">
+ ${frappe.utils.icon('solid-info', 'sm')}
+ </a>
+ `);
+
+ let communication_box = frm.timeline.wrapper.find('.timeline-item[data-doctype="Communication"]');
+ communication_box.find('.actions').prepend(help_article);
+ if (!frm.timeline.wrapper.data("help-article-event-attached")) {
+ frm.timeline.wrapper.on('click', '.btn-add-to-kb', function () {
+ const content = $(this).parents('.timeline-item[data-doctype="Communication"]:first').find(".content").html();
+ const doc = frappe.model.get_new_doc("Help Article");
+ doc.title = frm.doc.subject;
+ doc.content = content;
+ frappe.set_route("Form", "Help Article", doc.name);
+ });
+ }
+ frm.timeline.wrapper.data("help-article-event-attached", true);
+ }
},
});
diff --git a/erpnext/support/doctype/issue/issue.py b/erpnext/support/doctype/issue/issue.py
index e4e7b25..1dcb2cd 100644
--- a/erpnext/support/doctype/issue/issue.py
+++ b/erpnext/support/doctype/issue/issue.py
@@ -214,7 +214,7 @@
def before_insert(self):
if frappe.db.get_single_value("Support Settings", "track_service_level_agreement"):
- self.set_response_and_resolution_time()
+ self.set_response_and_resolution_time(priority=self.priority, service_level_agreement=self.service_level_agreement)
def set_response_and_resolution_time(self, priority=None, service_level_agreement=None):
service_level_agreement = get_active_service_level_agreement_for(priority=priority,
diff --git a/erpnext/support/doctype/issue/test_issue.py b/erpnext/support/doctype/issue/test_issue.py
index c962dc6..483bb15 100644
--- a/erpnext/support/doctype/issue/test_issue.py
+++ b/erpnext/support/doctype/issue/test_issue.py
@@ -135,15 +135,19 @@
self.assertEqual(flt(issue.total_hold_time, 2), 2700)
-def make_issue(creation=None, customer=None, index=0):
+def make_issue(creation=None, customer=None, index=0, priority=None, issue_type=None):
issue = frappe.get_doc({
"doctype": "Issue",
"subject": "Service Level Agreement Issue {0}".format(index),
"customer": customer,
"raised_by": "test@example.com",
"description": "Service Level Agreement Issue",
+ "issue_type": issue_type,
+ "priority": priority,
"creation": creation,
- "service_level_agreement_creation": creation
+ "opening_date": creation,
+ "service_level_agreement_creation": creation,
+ "company": "_Test Company"
}).insert(ignore_permissions=True)
return issue
diff --git a/erpnext/support/report/issue_analytics/__init__.py b/erpnext/support/report/issue_analytics/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/support/report/issue_analytics/__init__.py
diff --git a/erpnext/support/report/issue_analytics/issue_analytics.js b/erpnext/support/report/issue_analytics/issue_analytics.js
new file mode 100644
index 0000000..f87b2c2
--- /dev/null
+++ b/erpnext/support/report/issue_analytics/issue_analytics.js
@@ -0,0 +1,141 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Issue Analytics"] = {
+ "filters": [
+ {
+ fieldname: "company",
+ label: __("Company"),
+ fieldtype: "Link",
+ options: "Company",
+ default: frappe.defaults.get_user_default("Company"),
+ reqd: 1
+ },
+ {
+ fieldname: "based_on",
+ label: __("Based On"),
+ fieldtype: "Select",
+ options: ["Customer", "Issue Type", "Issue Priority", "Assigned To"],
+ default: "Customer",
+ reqd: 1
+ },
+ {
+ fieldname: "from_date",
+ label: __("From Date"),
+ fieldtype: "Date",
+ default: frappe.defaults.get_global_default("year_start_date"),
+ reqd: 1
+ },
+ {
+ fieldname:"to_date",
+ label: __("To Date"),
+ fieldtype: "Date",
+ default: frappe.defaults.get_global_default("year_end_date"),
+ reqd: 1
+ },
+ {
+ fieldname: "range",
+ label: __("Range"),
+ fieldtype: "Select",
+ options: [
+ { "value": "Weekly", "label": __("Weekly") },
+ { "value": "Monthly", "label": __("Monthly") },
+ { "value": "Quarterly", "label": __("Quarterly") },
+ { "value": "Yearly", "label": __("Yearly") }
+ ],
+ default: "Monthly",
+ reqd: 1
+ },
+ {
+ fieldname: "status",
+ label: __("Status"),
+ fieldtype: "Select",
+ options:[
+ {label: __('Open'), value: 'Open'},
+ {label: __('Replied'), value: 'Replied'},
+ {label: __('Resolved'), value: 'Resolved'},
+ {label: __('Closed'), value: 'Closed'}
+ ]
+ },
+ {
+ fieldname: "priority",
+ label: __("Issue Priority"),
+ fieldtype: "Link",
+ options: "Issue Priority"
+ },
+ {
+ fieldname: "customer",
+ label: __("Customer"),
+ fieldtype: "Link",
+ options: "Customer"
+ },
+ {
+ fieldname: "project",
+ label: __("Project"),
+ fieldtype: "Link",
+ options: "Project"
+ },
+ {
+ fieldname: "assigned_to",
+ label: __("Assigned To"),
+ fieldtype: "Link",
+ options: "User"
+ }
+ ],
+ after_datatable_render: function(datatable_obj) {
+ $(datatable_obj.wrapper).find(".dt-row-0").find('input[type=checkbox]').click();
+ },
+ get_datatable_options(options) {
+ return Object.assign(options, {
+ checkboxColumn: true,
+ events: {
+ onCheckRow: function(data) {
+ if (data && data.length) {
+ row_name = data[2].content;
+ row_values = data.slice(3).map(function(column) {
+ return column.content;
+ })
+ entry = {
+ 'name': row_name,
+ 'values': row_values
+ }
+
+ let raw_data = frappe.query_report.chart.data;
+ let new_datasets = raw_data.datasets;
+
+ var found = false;
+
+ for(var i=0; i < new_datasets.length; i++){
+ if (new_datasets[i].name == row_name){
+ found = true;
+ new_datasets.splice(i,1);
+ break;
+ }
+ }
+
+ if (!found){
+ new_datasets.push(entry);
+ }
+
+ let new_data = {
+ labels: raw_data.labels,
+ datasets: new_datasets
+ }
+
+ setTimeout(() => {
+ frappe.query_report.chart.update(new_data)
+ },500)
+
+
+ setTimeout(() => {
+ frappe.query_report.chart.draw(true);
+ }, 1000)
+
+ frappe.query_report.raw_chart_data = new_data;
+ }
+ },
+ }
+ });
+ }
+};
\ No newline at end of file
diff --git a/erpnext/support/report/issue_analytics/issue_analytics.json b/erpnext/support/report/issue_analytics/issue_analytics.json
new file mode 100644
index 0000000..dd18498
--- /dev/null
+++ b/erpnext/support/report/issue_analytics/issue_analytics.json
@@ -0,0 +1,26 @@
+{
+ "add_total_row": 1,
+ "columns": [],
+ "creation": "2020-10-09 19:52:10.227317",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "modified": "2020-10-11 19:43:19.358625",
+ "modified_by": "Administrator",
+ "module": "Support",
+ "name": "Issue Analytics",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Issue",
+ "report_name": "Issue Analytics",
+ "report_type": "Script Report",
+ "roles": [
+ {
+ "role": "Support Team"
+ }
+ ]
+}
\ No newline at end of file
diff --git a/erpnext/support/report/issue_analytics/issue_analytics.py b/erpnext/support/report/issue_analytics/issue_analytics.py
new file mode 100644
index 0000000..0b62915
--- /dev/null
+++ b/erpnext/support/report/issue_analytics/issue_analytics.py
@@ -0,0 +1,222 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+import json
+from six import iteritems
+from frappe import _, scrub
+from frappe.utils import getdate, flt, add_to_date, add_days
+from erpnext.accounts.utils import get_fiscal_year
+
+def execute(filters=None):
+ return IssueAnalytics(filters).run()
+
+class IssueAnalytics(object):
+ def __init__(self, filters=None):
+ """Issue Analytics Report"""
+ self.filters = frappe._dict(filters or {})
+ self.get_period_date_ranges()
+
+ def run(self):
+ self.get_columns()
+ self.get_data()
+ self.get_chart_data()
+
+ return self.columns, self.data, None, self.chart
+
+ def get_columns(self):
+ self.columns = []
+
+ if self.filters.based_on == 'Customer':
+ self.columns.append({
+ 'label': _('Customer'),
+ 'options': 'Customer',
+ 'fieldname': 'customer',
+ 'fieldtype': 'Link',
+ 'width': 200
+ })
+
+ elif self.filters.based_on == 'Assigned To':
+ self.columns.append({
+ 'label': _('User'),
+ 'fieldname': 'user',
+ 'fieldtype': 'Link',
+ 'options': 'User',
+ 'width': 200
+ })
+
+ elif self.filters.based_on == 'Issue Type':
+ self.columns.append({
+ 'label': _('Issue Type'),
+ 'fieldname': 'issue_type',
+ 'fieldtype': 'Link',
+ 'options': 'Issue Type',
+ 'width': 200
+ })
+
+ elif self.filters.based_on == 'Issue Priority':
+ self.columns.append({
+ 'label': _('Issue Priority'),
+ 'fieldname': 'priority',
+ 'fieldtype': 'Link',
+ 'options': 'Issue Priority',
+ 'width': 200
+ })
+
+ for end_date in self.periodic_daterange:
+ period = self.get_period(end_date)
+ self.columns.append({
+ 'label': _(period),
+ 'fieldname': scrub(period),
+ 'fieldtype': 'Int',
+ 'width': 120
+ })
+
+ self.columns.append({
+ 'label': _('Total'),
+ 'fieldname': 'total',
+ 'fieldtype': 'Int',
+ 'width': 120
+ })
+
+ def get_data(self):
+ self.get_issues()
+ self.get_rows()
+
+ def get_period(self, date):
+ months = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec']
+
+ if self.filters.range == 'Weekly':
+ period = 'Week ' + str(date.isocalendar()[1])
+ elif self.filters.range == 'Monthly':
+ period = str(months[date.month - 1])
+ elif self.filters.range == 'Quarterly':
+ period = 'Quarter ' + str(((date.month - 1) // 3) + 1)
+ else:
+ year = get_fiscal_year(date, self.filters.company)
+ period = str(year[0])
+
+ if getdate(self.filters.from_date).year != getdate(self.filters.to_date).year and self.filters.range != 'Yearly':
+ period += ' ' + str(date.year)
+
+ return period
+
+ def get_period_date_ranges(self):
+ from dateutil.relativedelta import relativedelta, MO
+ from_date, to_date = getdate(self.filters.from_date), getdate(self.filters.to_date)
+
+ increment = {
+ 'Monthly': 1,
+ 'Quarterly': 3,
+ 'Half-Yearly': 6,
+ 'Yearly': 12
+ }.get(self.filters.range, 1)
+
+ if self.filters.range in ['Monthly', 'Quarterly']:
+ from_date = from_date.replace(day=1)
+ elif self.filters.range == 'Yearly':
+ from_date = get_fiscal_year(from_date)[1]
+ else:
+ from_date = from_date + relativedelta(from_date, weekday=MO(-1))
+
+ self.periodic_daterange = []
+ for dummy in range(1, 53):
+ if self.filters.range == 'Weekly':
+ period_end_date = add_days(from_date, 6)
+ else:
+ period_end_date = add_to_date(from_date, months=increment, days=-1)
+
+ if period_end_date > to_date:
+ period_end_date = to_date
+
+ self.periodic_daterange.append(period_end_date)
+
+ from_date = add_days(period_end_date, 1)
+ if period_end_date == to_date:
+ break
+
+ def get_issues(self):
+ filters = self.get_common_filters()
+ self.field_map = {
+ 'Customer': 'customer',
+ 'Issue Type': 'issue_type',
+ 'Issue Priority': 'priority',
+ 'Assigned To': '_assign'
+ }
+
+ self.entries = frappe.db.get_all('Issue',
+ fields=[self.field_map.get(self.filters.based_on), 'name', 'opening_date'],
+ filters=filters,
+ debug=1
+ )
+
+ def get_common_filters(self):
+ filters = {}
+ filters['opening_date'] = ('between', [self.filters.from_date, self.filters.to_date])
+
+ if self.filters.get('assigned_to'):
+ filters['_assign'] = ('like', '%' + self.filters.get('assigned_to') + '%')
+
+ for entry in ['company', 'status', 'priority', 'customer', 'project']:
+ if self.filters.get(entry):
+ filters[entry] = self.filters.get(entry)
+
+ return filters
+
+ def get_rows(self):
+ self.data = []
+ self.get_periodic_data()
+
+ for entity, period_data in iteritems(self.issue_periodic_data):
+ if self.filters.based_on == 'Customer':
+ row = {'customer': entity}
+ elif self.filters.based_on == 'Assigned To':
+ row = {'user': entity}
+ elif self.filters.based_on == 'Issue Type':
+ row = {'issue_type': entity}
+ elif self.filters.based_on == 'Issue Priority':
+ row = {'priority': entity}
+
+ total = 0
+ for end_date in self.periodic_daterange:
+ period = self.get_period(end_date)
+ amount = flt(period_data.get(period, 0.0))
+ row[scrub(period)] = amount
+ total += amount
+
+ row['total'] = total
+
+ self.data.append(row)
+
+ def get_periodic_data(self):
+ self.issue_periodic_data = frappe._dict()
+
+ for d in self.entries:
+ period = self.get_period(d.get('opening_date'))
+
+ if self.filters.based_on == 'Assigned To':
+ if d._assign:
+ for entry in json.loads(d._assign):
+ self.issue_periodic_data.setdefault(entry, frappe._dict()).setdefault(period, 0.0)
+ self.issue_periodic_data[entry][period] += 1
+
+ else:
+ field = self.field_map.get(self.filters.based_on)
+ value = d.get(field)
+ if not value:
+ value = _('Not Specified')
+
+ self.issue_periodic_data.setdefault(value, frappe._dict()).setdefault(period, 0.0)
+ self.issue_periodic_data[value][period] += 1
+
+ def get_chart_data(self):
+ length = len(self.columns)
+ labels = [d.get('label') for d in self.columns[1:length-1]]
+ self.chart = {
+ 'data': {
+ 'labels': labels,
+ 'datasets': []
+ },
+ 'type': 'line'
+ }
\ No newline at end of file
diff --git a/erpnext/support/report/issue_analytics/test_issue_analytics.py b/erpnext/support/report/issue_analytics/test_issue_analytics.py
new file mode 100644
index 0000000..432906d
--- /dev/null
+++ b/erpnext/support/report/issue_analytics/test_issue_analytics.py
@@ -0,0 +1,211 @@
+from __future__ import unicode_literals
+import unittest
+import frappe
+from frappe.utils import getdate, add_months
+from erpnext.support.report.issue_analytics.issue_analytics import execute
+from erpnext.support.doctype.issue.test_issue import make_issue, create_customer
+from erpnext.support.doctype.service_level_agreement.test_service_level_agreement import create_service_level_agreements_for_issues
+from frappe.desk.form.assign_to import add as add_assignment
+
+months = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec']
+
+class TestIssueAnalytics(unittest.TestCase):
+ @classmethod
+ def setUpClass(self):
+ frappe.db.sql("delete from `tabIssue` where company='_Test Company'")
+ frappe.db.set_value("Support Settings", None, "track_service_level_agreement", 1)
+
+ current_month_date = getdate()
+ last_month_date = add_months(current_month_date, -1)
+ self.current_month = str(months[current_month_date.month - 1]).lower() + '_' + str(current_month_date.year)
+ self.last_month = str(months[last_month_date.month - 1]).lower() + '_' + str(last_month_date.year)
+
+ def test_issue_analytics(self):
+ create_service_level_agreements_for_issues()
+ create_issue_types()
+ create_records()
+
+ self.compare_result_for_customer()
+ self.compare_result_for_issue_type()
+ self.compare_result_for_issue_priority()
+ self.compare_result_for_assignment()
+
+ def compare_result_for_customer(self):
+ filters = {
+ 'company': '_Test Company',
+ 'based_on': 'Customer',
+ 'from_date': add_months(getdate(), -1),
+ 'to_date': getdate(),
+ 'range': 'Monthly'
+ }
+
+ report = execute(filters)
+
+ expected_data = [
+ {
+ 'customer': '__Test Customer 2',
+ self.last_month: 1.0,
+ self.current_month: 0.0,
+ 'total': 1.0
+ },
+ {
+ 'customer': '__Test Customer 1',
+ self.last_month: 0.0,
+ self.current_month: 1.0,
+ 'total': 1.0
+ },
+ {
+ 'customer': '__Test Customer',
+ self.last_month: 1.0,
+ self.current_month: 1.0,
+ 'total': 2.0
+ }
+ ]
+
+ self.assertEqual(expected_data, report[1]) # rows
+ self.assertEqual(len(report[0]), 4) # cols
+
+ def compare_result_for_issue_type(self):
+ filters = {
+ 'company': '_Test Company',
+ 'based_on': 'Issue Type',
+ 'from_date': add_months(getdate(), -1),
+ 'to_date': getdate(),
+ 'range': 'Monthly'
+ }
+
+ report = execute(filters)
+
+ expected_data = [
+ {
+ 'issue_type': 'Discomfort',
+ self.last_month: 1.0,
+ self.current_month: 0.0,
+ 'total': 1.0
+ },
+ {
+ 'issue_type': 'Service Request',
+ self.last_month: 0.0,
+ self.current_month: 1.0,
+ 'total': 1.0
+ },
+ {
+ 'issue_type': 'Bug',
+ self.last_month: 1.0,
+ self.current_month: 1.0,
+ 'total': 2.0
+ }
+ ]
+
+ self.assertEqual(expected_data, report[1]) # rows
+ self.assertEqual(len(report[0]), 4) # cols
+
+ def compare_result_for_issue_priority(self):
+ filters = {
+ 'company': '_Test Company',
+ 'based_on': 'Issue Priority',
+ 'from_date': add_months(getdate(), -1),
+ 'to_date': getdate(),
+ 'range': 'Monthly'
+ }
+
+ report = execute(filters)
+
+ expected_data = [
+ {
+ 'priority': 'Medium',
+ self.last_month: 1.0,
+ self.current_month: 1.0,
+ 'total': 2.0
+ },
+ {
+ 'priority': 'Low',
+ self.last_month: 1.0,
+ self.current_month: 0.0,
+ 'total': 1.0
+ },
+ {
+ 'priority': 'High',
+ self.last_month: 0.0,
+ self.current_month: 1.0,
+ 'total': 1.0
+ }
+ ]
+
+ self.assertEqual(expected_data, report[1]) # rows
+ self.assertEqual(len(report[0]), 4) # cols
+
+ def compare_result_for_assignment(self):
+ filters = {
+ 'company': '_Test Company',
+ 'based_on': 'Assigned To',
+ 'from_date': add_months(getdate(), -1),
+ 'to_date': getdate(),
+ 'range': 'Monthly'
+ }
+
+ report = execute(filters)
+
+ expected_data = [
+ {
+ 'user': 'test@example.com',
+ self.last_month: 1.0,
+ self.current_month: 1.0,
+ 'total': 2.0
+ },
+ {
+ 'user': 'test1@example.com',
+ self.last_month: 2.0,
+ self.current_month: 1.0,
+ 'total': 3.0
+ }
+ ]
+
+ self.assertEqual(expected_data, report[1]) # rows
+ self.assertEqual(len(report[0]), 4) # cols
+
+
+def create_issue_types():
+ for entry in ['Bug', 'Service Request', 'Discomfort']:
+ if not frappe.db.exists('Issue Type', entry):
+ frappe.get_doc({
+ 'doctype': 'Issue Type',
+ '__newname': entry
+ }).insert()
+
+
+def create_records():
+ create_customer("__Test Customer", "_Test SLA Customer Group", "__Test SLA Territory")
+ create_customer("__Test Customer 1", "_Test SLA Customer Group", "__Test SLA Territory")
+ create_customer("__Test Customer 2", "_Test SLA Customer Group", "__Test SLA Territory")
+
+ current_month_date = getdate()
+ last_month_date = add_months(current_month_date, -1)
+
+ issue = make_issue(current_month_date, "__Test Customer", 2, "High", "Bug")
+ add_assignment({
+ "assign_to": ["test@example.com"],
+ "doctype": "Issue",
+ "name": issue.name
+ })
+
+ issue = make_issue(last_month_date, "__Test Customer", 2, "Low", "Bug")
+ add_assignment({
+ "assign_to": ["test1@example.com"],
+ "doctype": "Issue",
+ "name": issue.name
+ })
+
+ issue = make_issue(current_month_date, "__Test Customer 1", 2, "Medium", "Service Request")
+ add_assignment({
+ "assign_to": ["test1@example.com"],
+ "doctype": "Issue",
+ "name": issue.name
+ })
+
+ issue = make_issue(last_month_date, "__Test Customer 2", 2, "Medium", "Discomfort")
+ add_assignment({
+ "assign_to": ["test@example.com", "test1@example.com"],
+ "doctype": "Issue",
+ "name": issue.name
+ })
\ No newline at end of file
diff --git a/erpnext/support/report/issue_summary/__init__.py b/erpnext/support/report/issue_summary/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/support/report/issue_summary/__init__.py
diff --git a/erpnext/support/report/issue_summary/issue_summary.js b/erpnext/support/report/issue_summary/issue_summary.js
new file mode 100644
index 0000000..684482a
--- /dev/null
+++ b/erpnext/support/report/issue_summary/issue_summary.js
@@ -0,0 +1,73 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Issue Summary"] = {
+ "filters": [
+ {
+ fieldname: "company",
+ label: __("Company"),
+ fieldtype: "Link",
+ options: "Company",
+ default: frappe.defaults.get_user_default("Company"),
+ reqd: 1
+ },
+ {
+ fieldname: "based_on",
+ label: __("Based On"),
+ fieldtype: "Select",
+ options: ["Customer", "Issue Type", "Issue Priority", "Assigned To"],
+ default: "Customer",
+ reqd: 1
+ },
+ {
+ fieldname: "from_date",
+ label: __("From Date"),
+ fieldtype: "Date",
+ default: frappe.defaults.get_global_default("year_start_date"),
+ reqd: 1
+ },
+ {
+ fieldname:"to_date",
+ label: __("To Date"),
+ fieldtype: "Date",
+ default: frappe.defaults.get_global_default("year_end_date"),
+ reqd: 1
+ },
+ {
+ fieldname: "status",
+ label: __("Status"),
+ fieldtype: "Select",
+ options:[
+ {label: __('Open'), value: 'Open'},
+ {label: __('Replied'), value: 'Replied'},
+ {label: __('Resolved'), value: 'Resolved'},
+ {label: __('Closed'), value: 'Closed'}
+ ]
+ },
+ {
+ fieldname: "priority",
+ label: __("Issue Priority"),
+ fieldtype: "Link",
+ options: "Issue Priority"
+ },
+ {
+ fieldname: "customer",
+ label: __("Customer"),
+ fieldtype: "Link",
+ options: "Customer"
+ },
+ {
+ fieldname: "project",
+ label: __("Project"),
+ fieldtype: "Link",
+ options: "Project"
+ },
+ {
+ fieldname: "assigned_to",
+ label: __("Assigned To"),
+ fieldtype: "Link",
+ options: "User"
+ }
+ ]
+};
\ No newline at end of file
diff --git a/erpnext/support/report/issue_summary/issue_summary.json b/erpnext/support/report/issue_summary/issue_summary.json
new file mode 100644
index 0000000..b8a580c
--- /dev/null
+++ b/erpnext/support/report/issue_summary/issue_summary.json
@@ -0,0 +1,26 @@
+{
+ "add_total_row": 0,
+ "columns": [],
+ "creation": "2020-10-12 01:01:55.181777",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "modified": "2020-10-12 14:54:55.655920",
+ "modified_by": "Administrator",
+ "module": "Support",
+ "name": "Issue Summary",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Issue",
+ "report_name": "Issue Summary",
+ "report_type": "Script Report",
+ "roles": [
+ {
+ "role": "Support Team"
+ }
+ ]
+}
\ No newline at end of file
diff --git a/erpnext/support/report/issue_summary/issue_summary.py b/erpnext/support/report/issue_summary/issue_summary.py
new file mode 100644
index 0000000..3d73531
--- /dev/null
+++ b/erpnext/support/report/issue_summary/issue_summary.py
@@ -0,0 +1,353 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+import json
+from six import iteritems
+from frappe import _, scrub
+from frappe.utils import flt
+
+def execute(filters=None):
+ return IssueSummary(filters).run()
+
+class IssueSummary(object):
+ def __init__(self, filters=None):
+ self.filters = frappe._dict(filters or {})
+
+ def run(self):
+ self.get_columns()
+ self.get_data()
+ self.get_chart_data()
+ self.get_report_summary()
+
+ return self.columns, self.data, None, self.chart, self.report_summary
+
+ def get_columns(self):
+ self.columns = []
+
+ if self.filters.based_on == 'Customer':
+ self.columns.append({
+ 'label': _('Customer'),
+ 'options': 'Customer',
+ 'fieldname': 'customer',
+ 'fieldtype': 'Link',
+ 'width': 200
+ })
+
+ elif self.filters.based_on == 'Assigned To':
+ self.columns.append({
+ 'label': _('User'),
+ 'fieldname': 'user',
+ 'fieldtype': 'Link',
+ 'options': 'User',
+ 'width': 200
+ })
+
+ elif self.filters.based_on == 'Issue Type':
+ self.columns.append({
+ 'label': _('Issue Type'),
+ 'fieldname': 'issue_type',
+ 'fieldtype': 'Link',
+ 'options': 'Issue Type',
+ 'width': 200
+ })
+
+ elif self.filters.based_on == 'Issue Priority':
+ self.columns.append({
+ 'label': _('Issue Priority'),
+ 'fieldname': 'priority',
+ 'fieldtype': 'Link',
+ 'options': 'Issue Priority',
+ 'width': 200
+ })
+
+ self.statuses = ['Open', 'Replied', 'Resolved', 'Closed']
+ for status in self.statuses:
+ self.columns.append({
+ 'label': _(status),
+ 'fieldname': scrub(status),
+ 'fieldtype': 'Int',
+ 'width': 80
+ })
+
+ self.columns.append({
+ 'label': _('Total Issues'),
+ 'fieldname': 'total_issues',
+ 'fieldtype': 'Int',
+ 'width': 100
+ })
+
+ self.sla_status_map = {
+ 'SLA Failed': 'failed',
+ 'SLA Fulfilled': 'fulfilled',
+ 'SLA Ongoing': 'ongoing'
+ }
+
+ for label, fieldname in self.sla_status_map.items():
+ self.columns.append({
+ 'label': _(label),
+ 'fieldname': fieldname,
+ 'fieldtype': 'Int',
+ 'width': 100
+ })
+
+ self.metrics = ['Avg First Response Time', 'Avg Response Time', 'Avg Hold Time',
+ 'Avg Resolution Time', 'Avg User Resolution Time']
+
+ for metric in self.metrics:
+ self.columns.append({
+ 'label': _(metric),
+ 'fieldname': scrub(metric),
+ 'fieldtype': 'Duration',
+ 'width': 170
+ })
+
+ def get_data(self):
+ self.get_issues()
+ self.get_rows()
+
+ def get_issues(self):
+ filters = self.get_common_filters()
+ self.field_map = {
+ 'Customer': 'customer',
+ 'Issue Type': 'issue_type',
+ 'Issue Priority': 'priority',
+ 'Assigned To': '_assign'
+ }
+
+ self.entries = frappe.db.get_all('Issue',
+ fields=[self.field_map.get(self.filters.based_on), 'name', 'opening_date', 'status', 'avg_response_time',
+ 'first_response_time', 'total_hold_time', 'user_resolution_time', 'resolution_time', 'agreement_status'],
+ filters=filters
+ )
+
+ def get_common_filters(self):
+ filters = {}
+ filters['opening_date'] = ('between', [self.filters.from_date, self.filters.to_date])
+
+ if self.filters.get('assigned_to'):
+ filters['_assign'] = ('like', '%' + self.filters.get('assigned_to') + '%')
+
+ for entry in ['company', 'status', 'priority', 'customer', 'project']:
+ if self.filters.get(entry):
+ filters[entry] = self.filters.get(entry)
+
+ return filters
+
+ def get_rows(self):
+ self.data = []
+ self.get_summary_data()
+
+ for entity, data in iteritems(self.issue_summary_data):
+ if self.filters.based_on == 'Customer':
+ row = {'customer': entity}
+ elif self.filters.based_on == 'Assigned To':
+ row = {'user': entity}
+ elif self.filters.based_on == 'Issue Type':
+ row = {'issue_type': entity}
+ elif self.filters.based_on == 'Issue Priority':
+ row = {'priority': entity}
+
+ for status in self.statuses:
+ count = flt(data.get(status, 0.0))
+ row[scrub(status)] = count
+
+ row['total_issues'] = data.get('total_issues', 0.0)
+
+ for sla_status in self.sla_status_map.values():
+ value = flt(data.get(sla_status), 0.0)
+ row[sla_status] = value
+
+ for metric in self.metrics:
+ value = flt(data.get(scrub(metric)), 0.0)
+ row[scrub(metric)] = value
+
+ self.data.append(row)
+
+ def get_summary_data(self):
+ self.issue_summary_data = frappe._dict()
+
+ for d in self.entries:
+ status = d.status
+ agreement_status = scrub(d.agreement_status)
+
+ if self.filters.based_on == 'Assigned To':
+ if d._assign:
+ for entry in json.loads(d._assign):
+ self.issue_summary_data.setdefault(entry, frappe._dict()).setdefault(status, 0.0)
+ self.issue_summary_data.setdefault(entry, frappe._dict()).setdefault(agreement_status, 0.0)
+ self.issue_summary_data.setdefault(entry, frappe._dict()).setdefault('total_issues', 0.0)
+ self.issue_summary_data[entry][status] += 1
+ self.issue_summary_data[entry][agreement_status] += 1
+ self.issue_summary_data[entry]['total_issues'] += 1
+
+ else:
+ field = self.field_map.get(self.filters.based_on)
+ value = d.get(field)
+ if not value:
+ value = _('Not Specified')
+
+ self.issue_summary_data.setdefault(value, frappe._dict()).setdefault(status, 0.0)
+ self.issue_summary_data.setdefault(value, frappe._dict()).setdefault(agreement_status, 0.0)
+ self.issue_summary_data.setdefault(value, frappe._dict()).setdefault('total_issues', 0.0)
+ self.issue_summary_data[value][status] += 1
+ self.issue_summary_data[value][agreement_status] += 1
+ self.issue_summary_data[value]['total_issues'] += 1
+
+ self.get_metrics_data()
+
+ def get_metrics_data(self):
+ issues = []
+
+ metrics_list = ['avg_response_time', 'avg_first_response_time', 'avg_hold_time',
+ 'avg_resolution_time', 'avg_user_resolution_time']
+
+ for entry in self.entries:
+ issues.append(entry.name)
+
+ field = self.field_map.get(self.filters.based_on)
+
+ if issues:
+ if self.filters.based_on == 'Assigned To':
+ assignment_map = frappe._dict()
+ for d in self.entries:
+ if d._assign:
+ for entry in json.loads(d._assign):
+ for metric in metrics_list:
+ self.issue_summary_data.setdefault(entry, frappe._dict()).setdefault(metric, 0.0)
+
+ self.issue_summary_data[entry]['avg_response_time'] += d.get('avg_response_time') or 0.0
+ self.issue_summary_data[entry]['avg_first_response_time'] += d.get('first_response_time') or 0.0
+ self.issue_summary_data[entry]['avg_hold_time'] += d.get('total_hold_time') or 0.0
+ self.issue_summary_data[entry]['avg_resolution_time'] += d.get('resolution_time') or 0.0
+ self.issue_summary_data[entry]['avg_user_resolution_time'] += d.get('user_resolution_time') or 0.0
+
+ if not assignment_map.get(entry):
+ assignment_map[entry] = 0
+ assignment_map[entry] += 1
+
+ for entry in assignment_map:
+ for metric in metrics_list:
+ self.issue_summary_data[entry][metric] /= flt(assignment_map.get(entry))
+
+ else:
+ data = frappe.db.sql("""
+ SELECT
+ {0}, AVG(first_response_time) as avg_frt,
+ AVG(avg_response_time) as avg_resp_time,
+ AVG(total_hold_time) as avg_hold_time,
+ AVG(resolution_time) as avg_resolution_time,
+ AVG(user_resolution_time) as avg_user_resolution_time
+ FROM `tabIssue`
+ WHERE
+ name IN %(issues)s
+ GROUP BY {0}
+ """.format(field), {'issues': issues}, as_dict=1)
+
+ for entry in data:
+ value = entry.get(field)
+ if not value:
+ value = _('Not Specified')
+
+ for metric in metrics_list:
+ self.issue_summary_data.setdefault(value, frappe._dict()).setdefault(metric, 0.0)
+
+ self.issue_summary_data[value]['avg_response_time'] = entry.get('avg_resp_time') or 0.0
+ self.issue_summary_data[value]['avg_first_response_time'] = entry.get('avg_frt') or 0.0
+ self.issue_summary_data[value]['avg_hold_time'] = entry.get('avg_hold_time') or 0.0
+ self.issue_summary_data[value]['avg_resolution_time'] = entry.get('avg_resolution_time') or 0.0
+ self.issue_summary_data[value]['avg_user_resolution_time'] = entry.get('avg_user_resolution_time') or 0.0
+
+ def get_chart_data(self):
+ if not self.data:
+ return None
+
+ labels = []
+ open_issues = []
+ replied_issues = []
+ resolved_issues = []
+ closed_issues = []
+
+ entity = self.filters.based_on
+ entity_field = self.field_map.get(entity)
+ if entity == 'Assigned To':
+ entity_field = 'user'
+
+ for entry in self.data:
+ labels.append(entry.get(entity_field))
+ open_issues.append(entry.get('open'))
+ replied_issues.append(entry.get('replied'))
+ resolved_issues.append(entry.get('resolved'))
+ closed_issues.append(entry.get('closed'))
+
+ self.chart = {
+ 'data': {
+ 'labels': labels[:30],
+ 'datasets': [
+ {
+ 'name': 'Open',
+ 'values': open_issues[:30]
+ },
+ {
+ 'name': 'Replied',
+ 'values': replied_issues[:30]
+ },
+ {
+ 'name': 'Resolved',
+ 'values': resolved_issues[:30]
+ },
+ {
+ 'name': 'Closed',
+ 'values': closed_issues[:30]
+ }
+ ]
+ },
+ 'type': 'bar',
+ 'barOptions': {
+ 'stacked': True
+ }
+ }
+
+ def get_report_summary(self):
+ if not self.data:
+ return None
+
+ open_issues = 0
+ replied = 0
+ resolved = 0
+ closed = 0
+
+ for entry in self.data:
+ open_issues += entry.get('open')
+ replied += entry.get('replied')
+ resolved += entry.get('resolved')
+ closed += entry.get('closed')
+
+ self.report_summary = [
+ {
+ 'value': open_issues,
+ 'indicator': 'Red',
+ 'label': _('Open'),
+ 'datatype': 'Int',
+ },
+ {
+ 'value': replied,
+ 'indicator': 'Grey',
+ 'label': _('Replied'),
+ 'datatype': 'Int',
+ },
+ {
+ 'value': resolved,
+ 'indicator': 'Green',
+ 'label': _('Resolved'),
+ 'datatype': 'Int',
+ },
+ {
+ 'value': closed,
+ 'indicator': 'Green',
+ 'label': _('Closed'),
+ 'datatype': 'Int',
+ }
+ ]
+
diff --git a/erpnext/templates/emails/birthday_reminder.html b/erpnext/templates/emails/birthday_reminder.html
new file mode 100644
index 0000000..fd03637
--- /dev/null
+++ b/erpnext/templates/emails/birthday_reminder.html
@@ -0,0 +1,25 @@
+<div class="gray-container text-center">
+ <div>
+ {% for person in birthday_persons %}
+ {% if person.image %}
+ <img
+ class="avatar-frame standard-image"
+ src="{{ person.image }}"
+ style="{{ css_style }}"
+ title="{{ person.name }}">
+ </span>
+ {% else %}
+ <span
+ class="avatar-frame standard-image"
+ style="{{ css_style }}"
+ title="{{ person.name }}">
+ {{ person.name[:1] }}
+ </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/generators/job_opening.html b/erpnext/templates/generators/job_opening.html
index f92e72e..c562db3 100644
--- a/erpnext/templates/generators/job_opening.html
+++ b/erpnext/templates/generators/job_opening.html
@@ -13,10 +13,21 @@
{%- if description -%}
<div>{{ description }}</div>
{% endif %}
+
+{%- if publish_salary_range -%}
+<div><b>{{_("Salary range per month")}}: </b>{{ frappe.format_value(frappe.utils.flt(lower_range), currency=currency) }} - {{ frappe.format_value(frappe.utils.flt(upper_range), currency=currency) }}</div>
+{% endif %}
+
<p style='margin-top: 30px'>
- <a class='btn btn-primary'
+ {%- if job_application_route -%}
+ <a class='btn btn-primary'
+ href='/{{job_application_route}}?new=1&job_title={{ doc.name }}'>
+ {{ _("Apply Now") }}</a>
+ {% else %}
+ <a class='btn btn-primary'
href='/job_application?new=1&job_title={{ doc.name }}'>
{{ _("Apply Now") }}</a>
+ {% endif %}
</p>
{% endblock %}
diff --git a/erpnext/tests/test_search.py b/erpnext/tests/test_search.py
index 566495f..f60e5e4 100644
--- a/erpnext/tests/test_search.py
+++ b/erpnext/tests/test_search.py
@@ -6,13 +6,13 @@
class TestSearch(unittest.TestCase):
# Search for the word "cond", part of the word "conduire" (Lead) in french.
def test_contact_search_in_foreign_language(self):
- frappe.local.lang = 'fr'
- output = filter_dynamic_link_doctypes("DocType", "cond", "name", 0, 20, {
- 'fieldtype': 'HTML',
- 'fieldname': 'contact_html'
- })
- result = [['found' for x in y if x=="Lead"] for y in output]
- self.assertTrue(['found'] in result)
-
- def tearDown(self):
- frappe.local.lang = 'en'
\ No newline at end of file
+ try:
+ frappe.local.lang = 'fr'
+ output = filter_dynamic_link_doctypes("DocType", "cond", "name", 0, 20, {
+ 'fieldtype': 'HTML',
+ 'fieldname': 'contact_html'
+ })
+ result = [['found' for x in y if x=="Lead"] for y in output]
+ self.assertTrue(['found'] in result)
+ finally:
+ frappe.local.lang = 'en'
diff --git a/erpnext/www/all-products/index.py b/erpnext/www/all-products/index.py
index 2271b4c..fd6400f 100644
--- a/erpnext/www/all-products/index.py
+++ b/erpnext/www/all-products/index.py
@@ -20,6 +20,9 @@
engine = ProductQuery()
context.items = engine.query(attribute_filters, field_filters, search, start)
+ # Add homepage as parent
+ context.parents = [{"name": frappe._("Home"), "route":"/"}]
+
product_settings = get_product_settings()
filter_engine = ProductFiltersBuilder()
diff --git a/requirements.txt b/requirements.txt
index c4f9171..4511aa5 100644
--- a/requirements.txt
+++ b/requirements.txt
@@ -2,7 +2,7 @@
frappe
gocardless-pro==1.11.0
googlemaps==3.1.1
-pandas==1.0.5
+pandas>=1.0.5
plaid-python==6.0.0
pycountry==19.8.18
PyGithub==1.44.1
@@ -12,3 +12,4 @@
tweepy==3.8.0
Unidecode==1.1.1
WooCommerce==2.1.1
+pycryptodome==3.9.8
\ No newline at end of file