Merge pull request #22985 from deepeshgarg007/accounting_period_cancellation
fix: Cancellation of accounting transactions within closed accounting period
diff --git a/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py
index f28a074..88e1055 100644
--- a/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py
+++ b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py
@@ -27,4 +27,4 @@
for col in column_list:
sanitize_searchfield(col)
return frappe.db.sql(''' select {columns} from `tab{doctype}` where name=%s'''
- .format(columns=", ".join(json.loads(column_list)), doctype=doctype), docname, as_dict=1)[0]
+ .format(columns=", ".join(column_list), doctype=doctype), docname, as_dict=1)[0]
diff --git a/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.js b/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.js
index 0b7cff3..2235298 100644
--- a/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.js
+++ b/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.js
@@ -135,7 +135,7 @@
callback: function(r) {
if(!r.exc) {
clearInterval(frm.page["interval"]);
- frm.page.set_indicator(__('Import Successfull'), 'blue');
+ frm.page.set_indicator(__('Import Successful'), 'blue');
create_reset_button(frm);
}
}
diff --git a/erpnext/accounts/doctype/coupon_code/test_coupon_code.py b/erpnext/accounts/doctype/coupon_code/test_coupon_code.py
index 3a0d416..340b9dd 100644
--- a/erpnext/accounts/doctype/coupon_code/test_coupon_code.py
+++ b/erpnext/accounts/doctype/coupon_code/test_coupon_code.py
@@ -9,6 +9,8 @@
from erpnext.stock.get_item_details import get_item_details
from frappe.test_runner import make_test_objects
+test_dependencies = ['Item']
+
def test_create_test_data():
frappe.set_user("Administrator")
# create test item
@@ -95,7 +97,6 @@
})
coupon_code.insert()
-
class TestCouponCode(unittest.TestCase):
def setUp(self):
test_create_test_data()
diff --git a/erpnext/accounts/doctype/dunning/dunning.py b/erpnext/accounts/doctype/dunning/dunning.py
index 3e372af..1a6dbed 100644
--- a/erpnext/accounts/doctype/dunning/dunning.py
+++ b/erpnext/accounts/doctype/dunning/dunning.py
@@ -93,6 +93,7 @@
def calculate_interest_and_amount(posting_date, outstanding_amount, rate_of_interest, dunning_fee, overdue_days):
interest_amount = 0
+ grand_total = 0
if rate_of_interest:
interest_per_year = flt(outstanding_amount) * flt(rate_of_interest) / 100
interest_amount = (interest_per_year * cint(overdue_days)) / 365
diff --git a/erpnext/accounts/doctype/fiscal_year/fiscal_year_dashboard.py b/erpnext/accounts/doctype/fiscal_year/fiscal_year_dashboard.py
index c7604ec..58480df 100644
--- a/erpnext/accounts/doctype/fiscal_year/fiscal_year_dashboard.py
+++ b/erpnext/accounts/doctype/fiscal_year/fiscal_year_dashboard.py
@@ -13,7 +13,7 @@
},
{
'label': _('References'),
- 'items': ['Period Closing Voucher', 'Request for Quotation', 'Tax Withholding Category']
+ 'items': ['Period Closing Voucher', 'Tax Withholding Category']
},
{
'label': _('Target Details'),
diff --git a/erpnext/accounts/doctype/pos_invoice/pos_invoice.py b/erpnext/accounts/doctype/pos_invoice/pos_invoice.py
index 8680b71..ba68df7 100644
--- a/erpnext/accounts/doctype/pos_invoice/pos_invoice.py
+++ b/erpnext/accounts/doctype/pos_invoice/pos_invoice.py
@@ -21,7 +21,7 @@
class POSInvoice(SalesInvoice):
def __init__(self, *args, **kwargs):
super(POSInvoice, self).__init__(*args, **kwargs)
-
+
def validate(self):
if not cint(self.is_pos):
frappe.throw(_("POS Invoice should have {} field checked.").format(frappe.bold("Include Payment")))
@@ -58,7 +58,7 @@
if self.redeem_loyalty_points and self.loyalty_points:
self.apply_loyalty_points()
self.set_status(update=True)
-
+
def on_cancel(self):
# run on cancel method of selling controller
super(SalesInvoice, self).on_cancel()
@@ -68,10 +68,10 @@
against_psi_doc = frappe.get_doc("POS Invoice", self.return_against)
against_psi_doc.delete_loyalty_point_entry()
against_psi_doc.make_loyalty_point_entry()
-
+
def validate_stock_availablility(self):
allow_negative_stock = frappe.db.get_value('Stock Settings', None, 'allow_negative_stock')
-
+
for d in self.get('items'):
if d.serial_no:
filters = {
@@ -89,11 +89,11 @@
for s in serial_nos:
if s in reserved_serial_nos:
invalid_serial_nos.append(s)
-
+
if len(invalid_serial_nos):
multiple_nos = 's' if len(invalid_serial_nos) > 1 else ''
frappe.throw(_("Row #{}: Serial No{}. {} has already been transacted into another POS Invoice. \
- Please select valid serial no.".format(d.idx, multiple_nos,
+ Please select valid serial no.".format(d.idx, multiple_nos,
frappe.bold(', '.join(invalid_serial_nos)))), title=_("Not Available"))
else:
if allow_negative_stock:
@@ -105,9 +105,9 @@
.format(d.idx, frappe.bold(d.item_code), frappe.bold(d.warehouse))), title=_("Not Available"))
elif flt(available_stock) < flt(d.qty):
frappe.msgprint(_('Row #{}: Stock quantity not enough for Item Code: {} under warehouse {}. \
- Available quantity {}.'.format(d.idx, frappe.bold(d.item_code),
+ Available quantity {}.'.format(d.idx, frappe.bold(d.item_code),
frappe.bold(d.warehouse), frappe.bold(d.qty))), title=_("Not Available"))
-
+
def validate_serialised_or_batched_item(self):
for d in self.get("items"):
serialized = d.get("has_serial_no")
@@ -125,7 +125,7 @@
if batched and no_batch_selected:
frappe.throw(_('Row #{}: No batch selected against item: {}. Please select a batch or remove it to complete transaction.'
.format(d.idx, frappe.bold(d.item_code))), title=_("Invalid Item"))
-
+
def validate_return_items(self):
if not self.get("is_return"): return
@@ -158,7 +158,7 @@
frappe.throw(_("Row #{0} (Payment Table): Amount must be positive").format(entry.idx))
if self.is_return and entry.amount > 0:
frappe.throw(_("Row #{0} (Payment Table): Amount must be negative").format(entry.idx))
-
+
def validate_pos_return(self):
if self.is_pos and self.is_return:
total_amount_in_payments = 0
@@ -167,12 +167,12 @@
invoice_total = self.rounded_total or self.grand_total
if total_amount_in_payments < invoice_total:
frappe.throw(_("Total payments amount can't be greater than {}".format(-invoice_total)))
-
+
def validate_loyalty_transaction(self):
if self.redeem_loyalty_points and (not self.loyalty_redemption_account or not self.loyalty_redemption_cost_center):
expense_account, cost_center = frappe.db.get_value('Loyalty Program', self.loyalty_program, ["expense_account", "cost_center"])
if not self.loyalty_redemption_account:
- self.loyalty_redemption_account = expense_account
+ self.loyalty_redemption_account = expense_account
if not self.loyalty_redemption_cost_center:
self.loyalty_redemption_cost_center = cost_center
@@ -212,7 +212,7 @@
if update:
self.db_set('status', self.status, update_modified = update_modified)
-
+
def set_pos_fields(self, for_validate=False):
"""Set retail related fields from POS Profiles"""
from erpnext.stock.get_item_details import get_pos_profile_item_details, get_pos_profile
@@ -315,25 +315,25 @@
@frappe.whitelist()
def get_stock_availability(item_code, warehouse):
- latest_sle = frappe.db.sql("""select qty_after_transaction
- from `tabStock Ledger Entry`
+ latest_sle = frappe.db.sql("""select qty_after_transaction
+ from `tabStock Ledger Entry`
where item_code = %s and warehouse = %s
order by posting_date desc, posting_time desc
limit 1""", (item_code, warehouse), as_dict=1)
-
+
pos_sales_qty = frappe.db.sql("""select sum(p_item.qty) as qty
from `tabPOS Invoice` p, `tabPOS Invoice Item` p_item
- where p.name = p_item.parent
- and p.consolidated_invoice is NULL
+ where p.name = p_item.parent
+ and p.consolidated_invoice is NULL
and p.docstatus = 1
and p_item.docstatus = 1
and p_item.item_code = %s
and p_item.warehouse = %s
""", (item_code, warehouse), as_dict=1)
-
+
sle_qty = latest_sle[0].qty_after_transaction or 0 if latest_sle else 0
pos_sales_qty = pos_sales_qty[0].qty or 0 if pos_sales_qty else 0
-
+
if sle_qty and pos_sales_qty and sle_qty > pos_sales_qty:
return sle_qty - pos_sales_qty
else:
@@ -360,14 +360,14 @@
merge_log = frappe.new_doc("POS Invoice Merge Log")
merge_log.posting_date = getdate(nowdate())
for inv in invoices:
- inv_data = frappe.db.get_values("POS Invoice", inv.get('name'),
+ inv_data = frappe.db.get_values("POS Invoice", inv.get('name'),
["customer", "posting_date", "grand_total"], as_dict=1)[0]
merge_log.customer = inv_data.customer
merge_log.append("pos_invoices", {
'pos_invoice': inv.get('name'),
'customer': inv_data.customer,
'posting_date': inv_data.posting_date,
- 'grand_total': inv_data.grand_total
+ 'grand_total': inv_data.grand_total
})
if merge_log.get('pos_invoices'):
diff --git a/erpnext/accounts/doctype/pos_profile/pos_profile.js b/erpnext/accounts/doctype/pos_profile/pos_profile.js
index ef431d7..8ec6a53 100755
--- a/erpnext/accounts/doctype/pos_profile/pos_profile.js
+++ b/erpnext/accounts/doctype/pos_profile/pos_profile.js
@@ -31,8 +31,7 @@
frm.set_query("print_format", function() {
return {
filters: [
- ['Print Format', 'doc_type', '=', 'Sales Invoice'],
- ['Print Format', 'print_format_type', '=', 'Jinja'],
+ ['Print Format', 'doc_type', '=', 'POS Invoice']
]
};
});
@@ -45,10 +44,6 @@
};
});
- frm.set_query("print_format", function() {
- return { filters: { doc_type: "Sales Invoice", print_format_type: "JS"} };
- });
-
frm.set_query('company_address', function(doc) {
if(!doc.company) {
frappe.throw(__('Please set Company'));
diff --git a/erpnext/accounts/doctype/pos_profile/pos_profile.json b/erpnext/accounts/doctype/pos_profile/pos_profile.json
index 454c598..d4c1791 100644
--- a/erpnext/accounts/doctype/pos_profile/pos_profile.json
+++ b/erpnext/accounts/doctype/pos_profile/pos_profile.json
@@ -302,10 +302,10 @@
"fieldname": "warehouse",
"fieldtype": "Link",
"label": "Warehouse",
+ "mandatory_depends_on": "update_stock",
"oldfieldname": "warehouse",
"oldfieldtype": "Link",
- "options": "Warehouse",
- "reqd": 1
+ "options": "Warehouse"
},
{
"default": "0",
@@ -350,4 +350,4 @@
],
"sort_field": "modified",
"sort_order": "DESC"
-}
\ No newline at end of file
+}
diff --git a/erpnext/accounts/doctype/pos_profile/test_pos_profile.py b/erpnext/accounts/doctype/pos_profile/test_pos_profile.py
index 8a4050c..edf8659 100644
--- a/erpnext/accounts/doctype/pos_profile/test_pos_profile.py
+++ b/erpnext/accounts/doctype/pos_profile/test_pos_profile.py
@@ -8,6 +8,8 @@
from erpnext.stock.get_item_details import get_pos_profile
from erpnext.accounts.doctype.pos_profile.pos_profile import get_child_nodes
+test_dependencies = ['Item']
+
class TestPOSProfile(unittest.TestCase):
def test_pos_profile(self):
make_pos_profile()
@@ -88,7 +90,7 @@
"write_off_account": args.write_off_account or "_Test Write Off - _TC",
"write_off_cost_center": args.write_off_cost_center or "_Test Write Off Cost Center - _TC"
})
-
+
payments = [{
'mode_of_payment': 'Cash',
'default': 1
diff --git a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
index cff7d5b..aa6194c 100644
--- a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
+++ b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
@@ -1,5 +1,4 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
-# MIT License. See license.txt
# For license information, please see license.txt
@@ -208,7 +207,7 @@
def get_pricing_rule_for_item(args, price_list_rate=0, doc=None, for_validate=False):
from erpnext.accounts.doctype.pricing_rule.utils import (get_pricing_rules,
- get_applied_pricing_rules, get_pricing_rule_items, get_product_discount_rule)
+ get_applied_pricing_rules, get_pricing_rule_items, get_product_discount_rule)
if isinstance(doc, string_types):
doc = json.loads(doc)
@@ -237,7 +236,7 @@
update_args_for_pricing_rule(args)
- pricing_rules = (get_applied_pricing_rules(args)
+ pricing_rules = (get_applied_pricing_rules(args.get('pricing_rules'))
if for_validate and args.get("pricing_rules") else get_pricing_rules(args, doc))
if pricing_rules:
@@ -365,8 +364,9 @@
item_details.rate = rate
def remove_pricing_rule_for_item(pricing_rules, item_details, item_code=None):
- from erpnext.accounts.doctype.pricing_rule.utils import get_pricing_rule_items
- for d in json.loads(pricing_rules):
+ from erpnext.accounts.doctype.pricing_rule.utils import (get_applied_pricing_rules,
+ get_pricing_rule_items)
+ for d in get_applied_pricing_rules(pricing_rules):
if not d or not frappe.db.exists("Pricing Rule", d): continue
pricing_rule = frappe.get_cached_doc('Pricing Rule', d)
diff --git a/erpnext/accounts/doctype/pricing_rule/utils.py b/erpnext/accounts/doctype/pricing_rule/utils.py
index 3fd316f..53b0cf7b 100644
--- a/erpnext/accounts/doctype/pricing_rule/utils.py
+++ b/erpnext/accounts/doctype/pricing_rule/utils.py
@@ -447,9 +447,14 @@
apply_pricing_rule_for_free_items(doc, item_details.free_item_data)
doc.set_missing_values()
-def get_applied_pricing_rules(item_row):
- return (json.loads(item_row.get("pricing_rules"))
- if item_row.get("pricing_rules") else [])
+def get_applied_pricing_rules(pricing_rules):
+ if pricing_rules:
+ if pricing_rules.startswith('['):
+ return json.loads(pricing_rules)
+ else:
+ return pricing_rules.split(',')
+
+ return []
def get_product_discount_rule(pricing_rule, item_details, args=None, doc=None):
free_item = pricing_rule.free_item
diff --git a/erpnext/accounts/doctype/process_statement_of_accounts/__init__.py b/erpnext/accounts/doctype/process_statement_of_accounts/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/accounts/doctype/process_statement_of_accounts/__init__.py
diff --git a/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.html b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.html
new file mode 100644
index 0000000..e1ddeff
--- /dev/null
+++ b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.html
@@ -0,0 +1,89 @@
+<h1 class="text-center" style="page-break-before:always">{{ filters.party[0] }}</h1>
+<h3 class="text-center">{{ _("Statement of Accounts") }}</h3>
+
+<h5 class="text-center">
+ {{ frappe.format(filters.from_date, 'Date')}}
+ {{ _("to") }}
+ {{ frappe.format(filters.to_date, 'Date')}}
+</h5>
+
+<table class="table table-bordered">
+ <thead>
+ <tr>
+ <th style="width: 12%">{{ _("Date") }}</th>
+ <th style="width: 15%">{{ _("Ref") }}</th>
+ <th style="width: 25%">{{ _("Party") }}</th>
+ <th style="width: 15%">{{ _("Debit") }}</th>
+ <th style="width: 15%">{{ _("Credit") }}</th>
+ <th style="width: 18%">{{ _("Balance (Dr - Cr)") }}</th>
+ </tr>
+ </thead>
+ <tbody>
+ {% for row in data %}
+ <tr>
+ {% if(row.posting_date) %}
+ <td>{{ frappe.format(row.posting_date, 'Date') }}</td>
+ <td>{{ row.voucher_type }}
+ <br>{{ row.voucher_no }}</td>
+ <td>
+ {% if not (filters.party or filters.account) %}
+ {{ row.party or row.account }}
+ <br>
+ {% endif %}
+
+ {{ _("Against") }}: {{ row.against }}
+ <br>{{ _("Remarks") }}: {{ row.remarks }}
+ {% if row.bill_no %}
+ <br>{{ _("Supplier Invoice No") }}: {{ row.bill_no }}
+ {% endif %}
+ </td>
+ <td style="text-align: right">
+ {{ frappe.utils.fmt_money(row.debit, filters.presentation_currency) }}</td>
+ <td style="text-align: right">
+ {{ frappe.utils.fmt_money(row.credit, filters.presentation_currency) }}</td>
+ {% else %}
+ <td></td>
+ <td></td>
+ <td><b>{{ frappe.format(row.account, {fieldtype: "Link"}) or " " }}</b></td>
+ <td style="text-align: right">
+ {{ row.account and frappe.utils.fmt_money(row.debit, filters.presentation_currency) }}
+ </td>
+ <td style="text-align: right">
+ {{ row.account and frappe.utils.fmt_money(row.credit, filters.presentation_currency) }}
+ </td>
+ {% endif %}
+ <td style="text-align: right">
+ {{ frappe.utils.fmt_money(row.balance, filters.presentation_currency) }}
+ </td>
+ </tr>
+ {% endfor %}
+ </tbody>
+</table>
+<br><br>
+{% if aging %}
+<h3 class="text-center">{{ _("Ageing Report Based On ") }} {{ aging.ageing_based_on }}</h3>
+<h5 class="text-center">
+ {{ _("Up to " ) }} {{ frappe.format(filters.to_date, 'Date')}}
+</h5>
+<br>
+
+<table class="table table-bordered">
+ <thead>
+ <tr>
+ <th style="width: 12%">30 Days</th>
+ <th style="width: 15%">60 Days</th>
+ <th style="width: 25%">90 Days</th>
+ <th style="width: 15%">120 Days</th>
+ </tr>
+ </thead>
+ <tbody>
+ <tr>
+ <td>{{ aging.range1 }}</td>
+ <td>{{ aging.range2 }}</td>
+ <td>{{ aging.range3 }}</td>
+ <td>{{ aging.range4 }}</td>
+ </tr>
+ </tbody>
+</table>
+{% endif %}
+<p class="text-right text-muted">Printed On {{ frappe.format(frappe.utils.get_datetime(), 'Datetime') }}</p>
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.js b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.js
new file mode 100644
index 0000000..7425132
--- /dev/null
+++ b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.js
@@ -0,0 +1,132 @@
+// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Process Statement Of Accounts', {
+ view_properties: function(frm) {
+ frappe.route_options = {doc_type: 'Customer'};
+ frappe.set_route("Form", "Customize Form");
+ },
+ refresh: function(frm){
+ if(!frm.doc.__islocal) {
+ frm.add_custom_button('Send Emails',function(){
+ frappe.call({
+ method: "erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.send_emails",
+ args: {
+ "document_name": frm.doc.name,
+ },
+ callback: function(r) {
+ if(r && r.message) {
+ frappe.show_alert({message: __('Emails Queued'), indicator: 'blue'});
+ }
+ else{
+ frappe.msgprint('No Records for these settings.')
+ }
+ }
+ });
+ });
+ frm.add_custom_button('Download',function(){
+ var url = frappe.urllib.get_full_url(
+ '/api/method/erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.download_statements?'
+ + 'document_name='+encodeURIComponent(frm.doc.name))
+ $.ajax({
+ url: url,
+ type: 'GET',
+ success: function(result) {
+ if(jQuery.isEmptyObject(result)){
+ frappe.msgprint('No Records for these settings.');
+ }
+ else{
+ window.location = url;
+ }
+ }
+ });
+ });
+ }
+ },
+ onload: function(frm) {
+ frm.set_query('currency', function(){
+ return {
+ filters: {
+ 'enabled': 1
+ }
+ }
+ });
+ if(frm.doc.__islocal){
+ frm.set_value('from_date', frappe.datetime.add_months(frappe.datetime.get_today(), -1));
+ frm.set_value('to_date', frappe.datetime.get_today());
+ }
+ },
+ customer_collection: function(frm){
+ frm.set_value('collection_name', '');
+ if(frm.doc.customer_collection){
+ frm.get_field('collection_name').set_label(frm.doc.customer_collection);
+ }
+ },
+ frequency: function(frm){
+ if(frm.doc.frequency != ''){
+ frm.set_value('start_date', frappe.datetime.get_today());
+ }
+ else{
+ frm.set_value('start_date', '');
+ }
+ },
+ fetch_customers: function(frm){
+ if(frm.doc.collection_name){
+ frappe.call({
+ method: "erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.fetch_customers",
+ args: {
+ 'customer_collection': frm.doc.customer_collection,
+ 'collection_name': frm.doc.collection_name,
+ 'primary_mandatory': frm.doc.primary_mandatory
+ },
+ callback: function(r) {
+ if(!r.exc) {
+ if(r.message.length){
+ frm.clear_table('customers');
+ for (const customer of r.message){
+ var row = frm.add_child('customers');
+ row.customer = customer.name;
+ row.primary_email = customer.primary_email;
+ row.billing_email = customer.billing_email;
+ }
+ frm.refresh_field('customers');
+ }
+ else{
+ frappe.msgprint('No Customers found with selected options.');
+ }
+ }
+ }
+ });
+ }
+ else {
+ frappe.throw('Enter ' + frm.doc.customer_collection + ' name.');
+ }
+ }
+});
+
+frappe.ui.form.on('Process Statement Of Accounts Customer', {
+ customer: function(frm, cdt, cdn){
+ var row = locals[cdt][cdn];
+ if (!row.customer){
+ return;
+ }
+ frappe.call({
+ method: 'erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.get_customer_emails',
+ args: {
+ 'customer_name': row.customer,
+ 'primary_mandatory': frm.doc.primary_mandatory
+ },
+ callback: function(r){
+ if(!r.exe){
+ if(r.message.length){
+ frappe.model.set_value(cdt, cdn, "primary_email", r.message[0])
+ frappe.model.set_value(cdt, cdn, "billing_email", r.message[1])
+ }
+ else {
+ return
+ }
+ }
+ }
+ })
+ }
+});
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.json b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.json
new file mode 100644
index 0000000..4be0e2e
--- /dev/null
+++ b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.json
@@ -0,0 +1,310 @@
+{
+ "actions": [],
+ "allow_workflow": 1,
+ "autoname": "Prompt",
+ "creation": "2020-05-22 16:46:18.712954",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "section_break_11",
+ "from_date",
+ "company",
+ "account",
+ "group_by",
+ "cost_center",
+ "column_break_14",
+ "to_date",
+ "finance_book",
+ "currency",
+ "project",
+ "section_break_3",
+ "customer_collection",
+ "collection_name",
+ "fetch_customers",
+ "column_break_6",
+ "primary_mandatory",
+ "column_break_17",
+ "customers",
+ "preferences",
+ "orientation",
+ "section_break_14",
+ "include_ageing",
+ "ageing_based_on",
+ "section_break_1",
+ "enable_auto_email",
+ "section_break_18",
+ "frequency",
+ "filter_duration",
+ "column_break_21",
+ "start_date",
+ "section_break_33",
+ "subject",
+ "column_break_28",
+ "cc_to",
+ "section_break_30",
+ "body",
+ "help_text"
+ ],
+ "fields": [
+ {
+ "fieldname": "frequency",
+ "fieldtype": "Select",
+ "label": "Frequency",
+ "options": "Weekly\nMonthly\nQuarterly"
+ },
+ {
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Company",
+ "options": "Company",
+ "reqd": 1
+ },
+ {
+ "depends_on": "eval:doc.enable_auto_email == 0;",
+ "fieldname": "from_date",
+ "fieldtype": "Date",
+ "label": "From Date",
+ "mandatory_depends_on": "eval:doc.frequency == '';"
+ },
+ {
+ "depends_on": "eval:doc.enable_auto_email == 0;",
+ "fieldname": "to_date",
+ "fieldtype": "Date",
+ "label": "To Date",
+ "mandatory_depends_on": "eval:doc.frequency == '';"
+ },
+ {
+ "fieldname": "cost_center",
+ "fieldtype": "Table MultiSelect",
+ "label": "Cost Center",
+ "options": "PSOA Cost Center"
+ },
+ {
+ "fieldname": "project",
+ "fieldtype": "Table MultiSelect",
+ "label": "Project",
+ "options": "PSOA Project"
+ },
+ {
+ "fieldname": "section_break_3",
+ "fieldtype": "Section Break",
+ "label": "Customers"
+ },
+ {
+ "fieldname": "column_break_6",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "section_break_11",
+ "fieldtype": "Section Break",
+ "label": "General Ledger Filters"
+ },
+ {
+ "fieldname": "column_break_14",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "column_break_17",
+ "fieldtype": "Section Break",
+ "hide_border": 1
+ },
+ {
+ "fieldname": "customer_collection",
+ "fieldtype": "Select",
+ "label": "Select Customers By",
+ "options": "\nCustomer Group\nTerritory\nSales Partner\nSales Person"
+ },
+ {
+ "depends_on": "eval: doc.customer_collection !== ''",
+ "fieldname": "collection_name",
+ "fieldtype": "Dynamic Link",
+ "label": "Recipient",
+ "options": "customer_collection"
+ },
+ {
+ "fieldname": "section_break_1",
+ "fieldtype": "Section Break",
+ "label": "Email Settings"
+ },
+ {
+ "fieldname": "account",
+ "fieldtype": "Link",
+ "label": "Account",
+ "options": "Account"
+ },
+ {
+ "fieldname": "finance_book",
+ "fieldtype": "Link",
+ "label": "Finance Book",
+ "options": "Finance Book"
+ },
+ {
+ "fieldname": "preferences",
+ "fieldtype": "Section Break",
+ "label": "Print Preferences"
+ },
+ {
+ "fieldname": "orientation",
+ "fieldtype": "Select",
+ "label": "Orientation",
+ "options": "Landscape\nPortrait"
+ },
+ {
+ "default": "Today",
+ "fieldname": "start_date",
+ "fieldtype": "Date",
+ "label": "Start Date"
+ },
+ {
+ "default": "Group by Voucher (Consolidated)",
+ "fieldname": "group_by",
+ "fieldtype": "Select",
+ "label": "Group By",
+ "options": "\nGroup by Voucher\nGroup by Voucher (Consolidated)"
+ },
+ {
+ "fieldname": "currency",
+ "fieldtype": "Link",
+ "label": "Currency",
+ "options": "Currency"
+ },
+ {
+ "default": "0",
+ "fieldname": "include_ageing",
+ "fieldtype": "Check",
+ "in_list_view": 1,
+ "label": "Include Ageing Summary"
+ },
+ {
+ "default": "Due Date",
+ "depends_on": "eval:doc.include_ageing === 1",
+ "fieldname": "ageing_based_on",
+ "fieldtype": "Select",
+ "label": "Ageing Based On",
+ "options": "Due Date\nPosting Date"
+ },
+ {
+ "default": "0",
+ "fieldname": "enable_auto_email",
+ "fieldtype": "Check",
+ "in_list_view": 1,
+ "label": "Enable Auto Email"
+ },
+ {
+ "fieldname": "section_break_14",
+ "fieldtype": "Column Break",
+ "hide_border": 1
+ },
+ {
+ "depends_on": "eval: doc.enable_auto_email ==1",
+ "fieldname": "section_break_18",
+ "fieldtype": "Section Break",
+ "hide_border": 1
+ },
+ {
+ "fieldname": "column_break_21",
+ "fieldtype": "Column Break"
+ },
+ {
+ "depends_on": "eval: doc.customer_collection !== ''",
+ "fieldname": "fetch_customers",
+ "fieldtype": "Button",
+ "label": "Fetch Customers",
+ "options": "fetch_customers",
+ "print_hide": 1,
+ "report_hide": 1
+ },
+ {
+ "default": "1",
+ "fieldname": "primary_mandatory",
+ "fieldtype": "Check",
+ "label": "Send To Primary Contact"
+ },
+ {
+ "fieldname": "cc_to",
+ "fieldtype": "Link",
+ "label": "CC To",
+ "options": "User"
+ },
+ {
+ "default": "1",
+ "fieldname": "filter_duration",
+ "fieldtype": "Int",
+ "label": "Filter Duration (Months)"
+ },
+ {
+ "fieldname": "customers",
+ "fieldtype": "Table",
+ "label": "Customers",
+ "options": "Process Statement Of Accounts Customer",
+ "reqd": 1
+ },
+ {
+ "fieldname": "column_break_28",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "section_break_30",
+ "fieldtype": "Section Break",
+ "hide_border": 1
+ },
+ {
+ "fieldname": "section_break_33",
+ "fieldtype": "Section Break",
+ "hide_border": 1
+ },
+ {
+ "fieldname": "help_text",
+ "fieldtype": "HTML",
+ "label": "Help Text",
+ "options": "<br>\n<h4>Note</h4>\n<ul>\n<li>\nYou can use <a href=\"https://jinja.palletsprojects.com/en/2.11.x/\" target=\"_blank\">Jinja tags</a> in <b>Subject</b> and <b>Body</b> fields for dynamic values.\n</li><li>\n All fields in this doctype are available under the <b>doc</b> object and all fields for the customer to whom the mail will go to is available under the <b>customer</b> object.\n</li></ul>\n<h4> Examples</h4>\n<!-- {% raw %} -->\n<ul>\n <li><b>Subject</b>:<br><br><pre><code>Statement Of Accounts for {{ customer.name }}</code></pre><br></li>\n <li><b>Body</b>: <br><br>\n<pre><code>Hello {{ customer.name }},<br>PFA your Statement Of Accounts from {{ doc.from_date }} to {{ doc.to_date }}.</code> </pre></li>\n</ul>\n<!-- {% endraw %} -->"
+ },
+ {
+ "fieldname": "subject",
+ "fieldtype": "Data",
+ "label": "Subject"
+ },
+ {
+ "fieldname": "body",
+ "fieldtype": "Text Editor",
+ "label": "Body"
+ }
+ ],
+ "links": [],
+ "modified": "2020-08-08 08:47:09.185728",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Process Statement Of Accounts",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts User",
+ "share": 1,
+ "write": 1
+ },
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts Manager",
+ "share": 1,
+ "write": 1
+ }
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.py b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.py
new file mode 100644
index 0000000..d50e4a8
--- /dev/null
+++ b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.py
@@ -0,0 +1,271 @@
+# -*- 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
+from erpnext.accounts.report.general_ledger.general_ledger import execute as get_soa
+from erpnext.accounts.report.accounts_receivable_summary.accounts_receivable_summary import execute as get_ageing
+from frappe.core.doctype.communication.email import make
+
+from frappe.utils.print_format import report_to_pdf
+from frappe.utils.pdf import get_pdf
+from frappe.utils import today, add_days, add_months, getdate, format_date
+from frappe.utils.jinja import validate_template
+
+import copy
+from datetime import timedelta
+from frappe.www.printview import get_print_style
+
+class ProcessStatementOfAccounts(Document):
+ def validate(self):
+ if not self.subject:
+ self.subject = 'Statement Of Accounts for {{ customer.name }}'
+ if not self.body:
+ self.body = 'Hello {{ customer.name }},<br>PFA your Statement Of Accounts from {{ doc.from_date }} to {{ doc.to_date }}.'
+
+ validate_template(self.subject)
+ validate_template(self.body)
+
+ if not self.customers:
+ frappe.throw(frappe._('Customers not selected.'))
+
+ if self.enable_auto_email:
+ self.to_date = self.start_date
+ self.from_date = add_months(self.to_date, -1 * self.filter_duration)
+
+
+def get_report_pdf(doc, consolidated=True):
+ statement_dict = {}
+ aging = ''
+ base_template_path = "frappe/www/printview.html"
+ template_path = "erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.html"
+
+ for entry in doc.customers:
+ if doc.include_ageing:
+ ageing_filters = frappe._dict({
+ 'company': doc.company,
+ 'report_date': doc.to_date,
+ 'ageing_based_on': doc.ageing_based_on,
+ 'range1': 30,
+ 'range2': 60,
+ 'range3': 90,
+ 'range4': 120,
+ 'customer': entry.customer
+ })
+ col1, aging = get_ageing(ageing_filters)
+ aging[0]['ageing_based_on'] = doc.ageing_based_on
+
+ tax_id = frappe.get_doc('Customer', entry.customer).tax_id
+
+ filters= frappe._dict({
+ 'from_date': doc.from_date,
+ 'to_date': doc.to_date,
+ 'company': doc.company,
+ 'finance_book': doc.finance_book if doc.finance_book else None,
+ "account": doc.account if doc.account else None,
+ 'party_type': 'Customer',
+ 'party': [entry.customer],
+ 'group_by': doc.group_by,
+ 'currency': doc.currency,
+ 'cost_center': [cc.cost_center_name for cc in doc.cost_center],
+ 'project': [p.project_name for p in doc.project],
+ 'show_opening_entries': 0,
+ 'include_default_book_entries': 0,
+ 'show_cancelled_entries': 1,
+ 'tax_id': tax_id if tax_id else None
+ })
+ col, res = get_soa(filters)
+
+ for x in [0, -2, -1]:
+ res[x]['account'] = res[x]['account'].replace("'","")
+
+ if len(res) == 3:
+ continue
+ html = frappe.render_template(template_path, \
+ {"filters": filters, "data": res, "aging": aging[0] if doc.include_ageing else None})
+ html = frappe.render_template(base_template_path, {"body": html, \
+ "css": get_print_style(), "title": "Statement For " + entry.customer})
+ statement_dict[entry.customer] = html
+ if not bool(statement_dict):
+ return False
+ elif consolidated:
+ result = ''.join(list(statement_dict.values()))
+ return get_pdf(result, {'orientation': doc.orientation})
+ else:
+ for customer, statement_html in statement_dict.items():
+ statement_dict[customer]=get_pdf(statement_html, {'orientation': doc.orientation})
+ return statement_dict
+
+def get_customers_based_on_territory_or_customer_group(customer_collection, collection_name):
+ fields_dict = {
+ 'Customer Group': 'customer_group',
+ 'Territory': 'territory',
+ }
+ collection = frappe.get_doc(customer_collection, collection_name)
+ selected = [customer.name for customer in frappe.get_list(customer_collection, filters=[
+ ['lft', '>=', collection.lft],
+ ['rgt', '<=', collection.rgt]
+ ],
+ fields=['name'],
+ order_by='lft asc, rgt desc'
+ )]
+ return frappe.get_list('Customer', fields=['name', 'email_id'], \
+ filters=[[fields_dict[customer_collection], 'IN', selected]])
+
+def get_customers_based_on_sales_person(sales_person):
+ lft, rgt = frappe.db.get_value("Sales Person",
+ sales_person, ["lft", "rgt"])
+ records = frappe.db.sql("""
+ select distinct parent, parenttype
+ from `tabSales Team` steam
+ where parenttype = 'Customer'
+ and exists(select name from `tabSales Person` where lft >= %s and rgt <= %s and name = steam.sales_person)
+ """, (lft, rgt), as_dict=1)
+ sales_person_records = frappe._dict()
+ for d in records:
+ sales_person_records.setdefault(d.parenttype, set()).add(d.parent)
+ customers = frappe.get_list('Customer', fields=['name', 'email_id'], \
+ filters=[['name', 'in', list(sales_person_records['Customer'])]])
+ return customers
+
+def get_recipients_and_cc(customer, doc):
+ recipients = []
+ for clist in doc.customers:
+ if clist.customer == customer:
+ recipients.append(clist.billing_email)
+ if doc.primary_mandatory and clist.primary_email:
+ recipients.append(clist.primary_email)
+ cc = []
+ if doc.cc_to != '':
+ try:
+ cc=[frappe.get_value('User', doc.cc_to, 'email')]
+ except:
+ pass
+
+ return recipients, cc
+
+def get_context(customer, doc):
+ template_doc = copy.deepcopy(doc)
+ del template_doc.customers
+ template_doc.from_date = format_date(template_doc.from_date)
+ template_doc.to_date = format_date(template_doc.to_date)
+ return {
+ 'doc': template_doc,
+ 'customer': frappe.get_doc('Customer', customer),
+ 'frappe': frappe.utils
+ }
+
+@frappe.whitelist()
+def fetch_customers(customer_collection, collection_name, primary_mandatory):
+ customer_list = []
+ customers = []
+
+ if customer_collection == 'Sales Person':
+ customers = get_customers_based_on_sales_person(collection_name)
+ if not bool(customers):
+ frappe.throw('No Customers found with selected options.')
+ else:
+ if customer_collection == 'Sales Partner':
+ customers = frappe.get_list('Customer', fields=['name', 'email_id'], \
+ filters=[['default_sales_partner', '=', collection_name]])
+ else:
+ customers = get_customers_based_on_territory_or_customer_group(customer_collection, collection_name)
+
+ for customer in customers:
+ primary_email = customer.get('email_id') or ''
+ billing_email = get_customer_emails(customer.name, 1, billing_and_primary=False)
+
+ if billing_email == '' or (primary_email == '' and int(primary_mandatory)):
+ continue
+
+ customer_list.append({
+ 'name': customer.name,
+ 'primary_email': primary_email,
+ 'billing_email': billing_email
+ })
+ return customer_list
+
+@frappe.whitelist()
+def get_customer_emails(customer_name, primary_mandatory, billing_and_primary=True):
+ billing_email = frappe.db.sql("""
+ SELECT c.email_id FROM `tabContact` AS c JOIN `tabDynamic Link` AS l ON c.name=l.parent \
+ WHERE l.link_doctype='Customer' and l.link_name='""" + customer_name + """' and \
+ c.is_billing_contact=1 \
+ order by c.creation desc""")
+
+ if len(billing_email) == 0 or (billing_email[0][0] is None):
+ if billing_and_primary:
+ frappe.throw('No billing email found for customer: '+ customer_name)
+ else:
+ return ''
+
+ if billing_and_primary:
+ primary_email = frappe.get_value('Customer', customer_name, 'email_id')
+ if primary_email is None and int(primary_mandatory):
+ frappe.throw('No primary email found for customer: '+ customer_name)
+ return [primary_email or '', billing_email[0][0]]
+ else:
+ return billing_email[0][0] or ''
+
+@frappe.whitelist()
+def download_statements(document_name):
+ doc = frappe.get_doc('Process Statement Of Accounts', document_name)
+ report = get_report_pdf(doc)
+ if report:
+ frappe.local.response.filename = doc.name + '.pdf'
+ frappe.local.response.filecontent = report
+ frappe.local.response.type = "download"
+
+@frappe.whitelist()
+def send_emails(document_name, from_scheduler=False):
+ doc = frappe.get_doc('Process Statement Of Accounts', document_name)
+ report = get_report_pdf(doc, consolidated=False)
+
+ if report:
+ for customer, report_pdf in report.items():
+ attachments = [{
+ 'fname': customer + '.pdf',
+ 'fcontent': report_pdf
+ }]
+
+ recipients, cc = get_recipients_and_cc(customer, doc)
+ context = get_context(customer, doc)
+ subject = frappe.render_template(doc.subject, context)
+ message = frappe.render_template(doc.body, context)
+
+ frappe.enqueue(
+ queue='short',
+ method=frappe.sendmail,
+ recipients=recipients,
+ sender=frappe.session.user,
+ cc=cc,
+ subject=subject,
+ message=message,
+ now=True,
+ reference_doctype='Process Statement Of Accounts',
+ reference_name=document_name,
+ attachments=attachments
+ )
+
+ if doc.enable_auto_email and from_scheduler:
+ new_to_date = getdate(today())
+ if doc.frequency == 'Weekly':
+ new_to_date = add_days(new_to_date, 7)
+ else:
+ new_to_date = add_months(new_to_date, 1 if doc.frequency == 'Monthly' else 3)
+ new_from_date = add_months(new_to_date, -1 * doc.filter_duration)
+ doc.add_comment('Comment', 'Emails sent on: ' + frappe.utils.format_datetime(frappe.utils.now()))
+ doc.db_set('to_date', new_to_date, commit=True)
+ doc.db_set('from_date', new_from_date, commit=True)
+ return True
+ else:
+ return False
+
+@frappe.whitelist()
+def send_auto_email():
+ selected = frappe.get_list('Process Statement Of Accounts', filters={'to_date': format_date(today()), 'enable_auto_email': 1})
+ for entry in selected:
+ send_emails(entry.name, from_scheduler=True)
+ return True
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/process_statement_of_accounts/test_process_statement_of_accounts.py b/erpnext/accounts/doctype/process_statement_of_accounts/test_process_statement_of_accounts.py
new file mode 100644
index 0000000..30efbb3
--- /dev/null
+++ b/erpnext/accounts/doctype/process_statement_of_accounts/test_process_statement_of_accounts.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 TestProcessStatementOfAccounts(unittest.TestCase):
+ pass
diff --git a/erpnext/accounts/doctype/process_statement_of_accounts_customer/__init__.py b/erpnext/accounts/doctype/process_statement_of_accounts_customer/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/accounts/doctype/process_statement_of_accounts_customer/__init__.py
diff --git a/erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.json b/erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.json
new file mode 100644
index 0000000..dd04dc1
--- /dev/null
+++ b/erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.json
@@ -0,0 +1,47 @@
+{
+ "actions": [],
+ "allow_workflow": 1,
+ "creation": "2020-08-03 16:35:21.852178",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "customer",
+ "billing_email",
+ "primary_email"
+ ],
+ "fields": [
+ {
+ "fieldname": "customer",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Customer",
+ "options": "Customer",
+ "reqd": 1
+ },
+ {
+ "fieldname": "primary_email",
+ "fieldtype": "Read Only",
+ "in_list_view": 1,
+ "label": "Primary Contact Email"
+ },
+ {
+ "fieldname": "billing_email",
+ "fieldtype": "Read Only",
+ "in_list_view": 1,
+ "label": "Billing Email"
+ }
+ ],
+ "istable": 1,
+ "links": [],
+ "modified": "2020-08-03 22:55:38.875601",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Process Statement Of Accounts Customer",
+ "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/process_statement_of_accounts_customer/process_statement_of_accounts_customer.py b/erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.py
new file mode 100644
index 0000000..1a76010
--- /dev/null
+++ b/erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.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 ProcessStatementOfAccountsCustomer(Document):
+ pass
diff --git a/erpnext/accounts/doctype/psoa_cost_center/__init__.py b/erpnext/accounts/doctype/psoa_cost_center/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/accounts/doctype/psoa_cost_center/__init__.py
diff --git a/erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.json b/erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.json
new file mode 100644
index 0000000..e292b60
--- /dev/null
+++ b/erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.json
@@ -0,0 +1,30 @@
+{
+ "actions": [],
+ "creation": "2020-08-03 16:56:45.744905",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "cost_center_name"
+ ],
+ "fields": [
+ {
+ "fieldname": "cost_center_name",
+ "fieldtype": "Link",
+ "label": "Cost Center",
+ "options": "Cost Center"
+ }
+ ],
+ "istable": 1,
+ "links": [],
+ "modified": "2020-08-03 16:56:45.744905",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "PSOA Cost Center",
+ "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/psoa_cost_center/psoa_cost_center.py b/erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.py
new file mode 100644
index 0000000..0aeef3e
--- /dev/null
+++ b/erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.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 PSOACostCenter(Document):
+ pass
diff --git a/erpnext/accounts/doctype/psoa_project/__init__.py b/erpnext/accounts/doctype/psoa_project/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/accounts/doctype/psoa_project/__init__.py
diff --git a/erpnext/accounts/doctype/psoa_project/psoa_project.json b/erpnext/accounts/doctype/psoa_project/psoa_project.json
new file mode 100644
index 0000000..20a03ee
--- /dev/null
+++ b/erpnext/accounts/doctype/psoa_project/psoa_project.json
@@ -0,0 +1,30 @@
+{
+ "actions": [],
+ "creation": "2020-08-03 16:52:14.731978",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "project_name"
+ ],
+ "fields": [
+ {
+ "fieldname": "project_name",
+ "fieldtype": "Link",
+ "label": "Project",
+ "options": "Project"
+ }
+ ],
+ "istable": 1,
+ "links": [],
+ "modified": "2020-08-03 16:53:39.219736",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "PSOA Project",
+ "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/psoa_project/psoa_project.py b/erpnext/accounts/doctype/psoa_project/psoa_project.py
new file mode 100644
index 0000000..f4a5dee
--- /dev/null
+++ b/erpnext/accounts/doctype/psoa_project/psoa_project.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 PSOAProject(Document):
+ pass
diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json
index 2e91c8e..d62e73b 100644
--- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json
+++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json
@@ -180,7 +180,7 @@
"no_copy": 1,
"oldfieldname": "naming_series",
"oldfieldtype": "Select",
- "options": "ACC-PINV-.YYYY.-",
+ "options": "ACC-PINV-.YYYY.-\nACC-PINV-RET-.YYYY.-",
"print_hide": 1,
"reqd": 1,
"set_only_once": 1
@@ -1334,7 +1334,7 @@
"idx": 204,
"is_submittable": 1,
"links": [],
- "modified": "2020-08-03 12:46:01.411074",
+ "modified": "2020-08-03 23:20:04.466153",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Invoice",
@@ -1396,4 +1396,4 @@
"timeline_field": "supplier",
"title_field": "title",
"track_changes": 1
-}
\ No newline at end of file
+}
diff --git a/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json b/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json
index 52a5be0..f6d76e5 100644
--- a/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json
+++ b/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json
@@ -1,5 +1,4 @@
{
- "actions": [],
"autoname": "hash",
"creation": "2013-05-22 12:43:10",
"doctype": "DocType",
@@ -82,6 +81,7 @@
"item_tax_rate",
"bom",
"include_exploded_items",
+ "purchase_invoice_item",
"col_break6",
"purchase_order",
"po_detail",
@@ -769,12 +769,21 @@
"collapsible": 1,
"fieldname": "col_break7",
"fieldtype": "Column Break"
+ },
+ {
+ "depends_on": "eval:parent.update_stock == 1",
+ "fieldname": "purchase_invoice_item",
+ "fieldtype": "Data",
+ "ignore_user_permissions": 1,
+ "label": "Purchase Invoice Item",
+ "no_copy": 1,
+ "print_hide": 1,
+ "read_only": 1
}
],
"idx": 1,
"istable": 1,
- "links": [],
- "modified": "2020-04-22 10:37:35.103176",
+ "modified": "2020-08-20 11:48:01.398356",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Invoice Item",
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
index 4dc81e9..2397b7d 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
@@ -1,7 +1,6 @@
{
"actions": [],
"allow_import": 1,
- "allow_workflow": 1,
"autoname": "naming_series:",
"creation": "2013-05-24 19:29:05",
"doctype": "DocType",
@@ -217,7 +216,7 @@
"no_copy": 1,
"oldfieldname": "naming_series",
"oldfieldtype": "Select",
- "options": "ACC-SINV-.YYYY.-",
+ "options": "ACC-SINV-.YYYY.-\nACC-SINV-RET-.YYYY.-",
"print_hide": 1,
"reqd": 1,
"set_only_once": 1
@@ -448,7 +447,7 @@
{
"allow_on_submit": 1,
"fieldname": "po_no",
- "fieldtype": "Small Text",
+ "fieldtype": "Data",
"hide_days": 1,
"hide_seconds": 1,
"label": "Customer's Purchase Order",
@@ -1947,7 +1946,7 @@
"idx": 181,
"is_submittable": 1,
"links": [],
- "modified": "2020-07-18 05:07:16.725974",
+ "modified": "2020-08-27 01:56:28.532140",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
index 3dab054..71f2e12 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
@@ -1619,22 +1619,23 @@
for pos_payment_method in pos_profile.get('payments'):
pos_payment_method = pos_payment_method.as_dict()
-
+
payment_mode = get_mode_of_payment_info(pos_payment_method.mode_of_payment, doc.company)
- payment_mode[0].default = pos_payment_method.default
- append_payment(payment_mode[0])
+ if payment_mode:
+ payment_mode[0].default = pos_payment_method.default
+ append_payment(payment_mode[0])
def get_all_mode_of_payments(doc):
return frappe.db.sql("""
- select mpa.default_account, mpa.parent, mp.type as type
- from `tabMode of Payment Account` mpa,`tabMode of Payment` mp
+ select mpa.default_account, mpa.parent, mp.type as type
+ from `tabMode of Payment Account` mpa,`tabMode of Payment` mp
where mpa.parent = mp.name and mpa.company = %(company)s and mp.enabled = 1""",
{'company': doc.company}, as_dict=1)
def get_mode_of_payment_info(mode_of_payment, company):
return frappe.db.sql("""
- select mpa.default_account, mpa.parent, mp.type as type
- from `tabMode of Payment Account` mpa,`tabMode of Payment` mp
+ select mpa.default_account, mpa.parent, mp.type as type
+ from `tabMode of Payment Account` mpa,`tabMode of Payment` mp
where mpa.parent = mp.name and mpa.company = %s and mp.enabled = 1 and mp.name = %s""",
(company, mode_of_payment), as_dict=1)
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py
index f106928..2980213 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py
@@ -13,7 +13,8 @@
'Auto Repeat': 'reference_document',
},
'internal_links': {
- 'Sales Order': ['items', 'sales_order']
+ 'Sales Order': ['items', 'sales_order'],
+ 'Delivery Note': ['items', 'delivery_note']
},
'transactions': [
{
diff --git a/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
index 964566a..9660c95 100644
--- a/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
+++ b/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
@@ -206,10 +206,19 @@
"rate": 14,
'included_in_print_rate': 1
})
+ si.append("taxes", {
+ "charge_type": "On Item Quantity",
+ "account_head": "_Test Account Education Cess - _TC",
+ "cost_center": "_Test Cost Center - _TC",
+ "description": "CESS",
+ "rate": 5,
+ 'included_in_print_rate': 1
+ })
si.insert()
# with inclusive tax
- self.assertEqual(si.net_total, 4385.96)
+ self.assertEqual(si.items[0].net_amount, 3947.368421052631)
+ self.assertEqual(si.net_total, 3947.37)
self.assertEqual(si.grand_total, 5000)
si.reload()
@@ -222,8 +231,8 @@
si.save()
# with inclusive tax and additional discount
- self.assertEqual(si.net_total, 4285.96)
- self.assertEqual(si.grand_total, 4885.99)
+ self.assertEqual(si.net_total, 3847.37)
+ self.assertEqual(si.grand_total, 4886)
si.reload()
@@ -235,7 +244,7 @@
si.save()
# with inclusive tax and additional discount
- self.assertEqual(si.net_total, 4298.25)
+ self.assertEqual(si.net_total, 3859.65)
self.assertEqual(si.grand_total, 4900.00)
def test_sales_invoice_discount_amount(self):
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 004d358..fb3dd6a 100644
--- a/erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json
+++ b/erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json
@@ -1,5 +1,4 @@
{
- "actions": [],
"autoname": "hash",
"creation": "2013-06-04 11:02:19",
"doctype": "DocType",
@@ -87,6 +86,7 @@
"edit_references",
"sales_order",
"so_detail",
+ "sales_invoice_item",
"column_break_74",
"delivery_note",
"dn_detail",
@@ -790,12 +790,22 @@
"fieldtype": "Link",
"label": "Project",
"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
+ }
],
"idx": 1,
"istable": 1,
"links": [],
- "modified": "2020-07-18 12:24:41.749986",
+ "modified": "2020-08-20 11:24:41.749986",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice Item",
diff --git a/erpnext/accounts/doctype/sales_taxes_and_charges_template/sales_taxes_and_charges_template_dashboard.py b/erpnext/accounts/doctype/sales_taxes_and_charges_template/sales_taxes_and_charges_template_dashboard.py
index 0e9c808..d825c6f 100644
--- a/erpnext/accounts/doctype/sales_taxes_and_charges_template/sales_taxes_and_charges_template_dashboard.py
+++ b/erpnext/accounts/doctype/sales_taxes_and_charges_template/sales_taxes_and_charges_template_dashboard.py
@@ -8,7 +8,7 @@
'fieldname': 'taxes_and_charges',
'non_standard_fieldnames': {
'Tax Rule': 'sales_tax_template',
- 'Subscription': 'tax_template',
+ 'Subscription': 'sales_tax_template',
'Restaurant': 'default_tax_template'
},
'transactions': [
diff --git a/erpnext/accounts/doctype/shipping_rule/shipping_rule.js b/erpnext/accounts/doctype/shipping_rule/shipping_rule.js
index 53ee08a..d0904ee 100644
--- a/erpnext/accounts/doctype/shipping_rule/shipping_rule.js
+++ b/erpnext/accounts/doctype/shipping_rule/shipping_rule.js
@@ -3,6 +3,22 @@
frappe.ui.form.on('Shipping Rule', {
refresh: function(frm) {
+ frm.set_query("cost_center", function() {
+ return {
+ filters: {
+ company: frm.doc.company
+ }
+ }
+ })
+
+ frm.set_query("account", function() {
+ return {
+ filters: {
+ company: frm.doc.company
+ }
+ }
+ })
+
frm.trigger('toggle_reqd');
},
calculate_based_on: function(frm) {
@@ -12,4 +28,4 @@
frm.toggle_reqd("shipping_amount", frm.doc.calculate_based_on === 'Fixed');
frm.toggle_reqd("conditions", frm.doc.calculate_based_on !== 'Fixed');
}
-});
\ No newline at end of file
+});
diff --git a/erpnext/accounts/doctype/tax_category/tax_category.json b/erpnext/accounts/doctype/tax_category/tax_category.json
index 1e3ae45..6f682a0 100644
--- a/erpnext/accounts/doctype/tax_category/tax_category.json
+++ b/erpnext/accounts/doctype/tax_category/tax_category.json
@@ -1,134 +1,66 @@
{
- "allow_copy": 0,
- "allow_events_in_timeline": 0,
- "allow_guest_to_view": 0,
- "allow_import": 0,
- "allow_rename": 0,
+ "actions": [],
+ "allow_rename": 1,
"autoname": "field:title",
- "beta": 0,
"creation": "2018-11-22 23:38:39.668804",
- "custom": 0,
- "docstatus": 0,
"doctype": "DocType",
- "document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
+ "field_order": [
+ "title"
+ ],
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fieldname": "title",
"fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
"label": "Title",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
"unique": 1
}
],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "idx": 0,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2020-01-15 17:14:28.951793",
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2020-08-30 19:41:25.783852",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Tax Category",
- "name_case": "",
"owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
- "set_user_permissions": 0,
"share": 1,
- "submit": 0,
"write": 1
},
{
- "amend": 0,
- "cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts Manager",
- "set_user_permissions": 0,
"share": 1,
- "submit": 0,
"write": 1
},
{
- "amend": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts User",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
- "write": 0
+ "share": 1
}
],
"quick_entry": 1,
- "read_only": 0,
- "read_only_onload": 0,
- "show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
- "track_changes": 1,
- "track_seen": 0,
- "track_views": 0
-}
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/accounts/party.py b/erpnext/accounts/party.py
index 28a6519..2f800bb 100644
--- a/erpnext/accounts/party.py
+++ b/erpnext/accounts/party.py
@@ -611,7 +611,7 @@
cond = "posting_date <= '{0}'".format(posting_date)
if company:
- cond += "and company = '{0}'".format(company)
+ cond += "and company = {0}".format(frappe.db.escape(company))
data = frappe.db.sql(""" SELECT party, sum({0}) as amount
FROM `tabGL Entry`
diff --git a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py
index c2c7207..219871b 100644
--- a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py
+++ b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py
@@ -378,7 +378,7 @@
if filters and filters.get('presentation_currency') != d.default_currency:
currency_info['company'] = d.name
currency_info['company_currency'] = d.default_currency
- convert_to_presentation_currency(gl_entries, currency_info)
+ convert_to_presentation_currency(gl_entries, currency_info, filters.get('company'))
for entry in gl_entries:
key = entry.account_number or entry.account_name
diff --git a/erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py b/erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py
index 2cb10b1..10b32fe 100644
--- a/erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py
+++ b/erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py
@@ -173,7 +173,7 @@
from `tabGL Entry` gle
{join}
where
- gle.docstatus < 2 and gle.party_type=%(party_type)s and ifnull(gle.party, '') != ''
+ gle.docstatus < 2 and gle.is_cancelled = 0 and gle.party_type=%(party_type)s and ifnull(gle.party, '') != ''
and gle.posting_date <= %(to_date)s {conditions}
order by gle.posting_date
""".format(join=join, join_field=join_field, conditions=conditions), self.filters, as_dict=True)
@@ -248,7 +248,7 @@
from
`tabGL Entry`
where
- docstatus < 2
+ docstatus < 2 and is_cancelled = 0
and (voucher_type, voucher_no) in (
select voucher_type, voucher_no from `tabGL Entry` gle, `tabAccount` acc
where acc.name = gle.account and acc.account_type = '{income_or_expense}'
diff --git a/erpnext/accounts/report/financial_statements.py b/erpnext/accounts/report/financial_statements.py
index 3785ebf..1b65a31 100644
--- a/erpnext/accounts/report/financial_statements.py
+++ b/erpnext/accounts/report/financial_statements.py
@@ -14,7 +14,7 @@
from erpnext.accounts.report.utils import get_currency, convert_to_presentation_currency
from erpnext.accounts.utils import get_fiscal_year
from frappe import _
-from frappe.utils import (flt, getdate, get_first_day, add_months, add_days, formatdate, cstr)
+from frappe.utils import (flt, getdate, get_first_day, add_months, add_days, formatdate, cstr, cint)
from six import itervalues
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions, get_dimension_with_children
@@ -46,7 +46,7 @@
start_date = year_start_date
months = get_months(year_start_date, year_end_date)
- for i in range(math.ceil(months / months_to_add)):
+ for i in range(cint(math.ceil(months / months_to_add))):
period = frappe._dict({
"from_date": start_date
})
@@ -423,7 +423,7 @@
distributed_cost_center_query=distributed_cost_center_query), gl_filters, as_dict=True) #nosec
if filters and filters.get('presentation_currency'):
- convert_to_presentation_currency(gl_entries, get_currency(filters))
+ convert_to_presentation_currency(gl_entries, get_currency(filters), filters.get('company'))
for entry in gl_entries:
gl_entries_by_account.setdefault(entry.account, []).append(entry)
diff --git a/erpnext/accounts/report/general_ledger/general_ledger.js b/erpnext/accounts/report/general_ledger/general_ledger.js
index 1fc0f79..fb0d359 100644
--- a/erpnext/accounts/report/general_ledger/general_ledger.js
+++ b/erpnext/accounts/report/general_ledger/general_ledger.js
@@ -147,6 +147,12 @@
}
},
{
+ "fieldname": "include_dimensions",
+ "label": __("Consider Accounting Dimensions"),
+ "fieldtype": "Check",
+ "default": 0
+ },
+ {
"fieldname": "show_opening_entries",
"label": __("Show Opening Entries"),
"fieldtype": "Check"
diff --git a/erpnext/accounts/report/general_ledger/general_ledger.py b/erpnext/accounts/report/general_ledger/general_ledger.py
index fcd36e4..0599707 100644
--- a/erpnext/accounts/report/general_ledger/general_ledger.py
+++ b/erpnext/accounts/report/general_ledger/general_ledger.py
@@ -106,15 +106,20 @@
return filters
def get_result(filters, account_details):
- gl_entries = get_gl_entries(filters)
+ accounting_dimensions = []
+ if filters.get("include_dimensions"):
+ accounting_dimensions = get_accounting_dimensions()
- data = get_data_with_opening_closing(filters, account_details, gl_entries)
+ gl_entries = get_gl_entries(filters, accounting_dimensions)
+
+ data = get_data_with_opening_closing(filters, account_details,
+ accounting_dimensions, gl_entries)
result = get_result_as_list(data, filters)
return result
-def get_gl_entries(filters):
+def get_gl_entries(filters, accounting_dimensions):
currency_map = get_currency(filters)
select_fields = """, debit, credit, debit_in_account_currency,
credit_in_account_currency """
@@ -128,6 +133,10 @@
filters['company_fb'] = frappe.db.get_value("Company",
filters.get("company"), 'default_finance_book')
+ dimension_fields = ""
+ if accounting_dimensions:
+ dimension_fields = ', '.join(accounting_dimensions) + ','
+
distributed_cost_center_query = ""
if filters and filters.get('cost_center'):
select_fields_with_percentage = """, debit*(DCC_allocation.percentage_allocation/100) as debit, credit*(DCC_allocation.percentage_allocation/100) as credit, debit_in_account_currency*(DCC_allocation.percentage_allocation/100) as debit_in_account_currency,
@@ -141,7 +150,7 @@
party_type,
party,
voucher_type,
- voucher_no,
+ voucher_no, {dimension_fields}
cost_center, project,
against_voucher_type,
against_voucher,
@@ -160,13 +169,14 @@
{conditions}
AND posting_date <= %(to_date)s
AND cost_center = DCC_allocation.parent
- """.format(select_fields_with_percentage=select_fields_with_percentage, conditions=get_conditions(filters).replace("and cost_center in %(cost_center)s ", ''))
+ """.format(dimension_fields=dimension_fields,select_fields_with_percentage=select_fields_with_percentage, conditions=get_conditions(filters).replace("and cost_center in %(cost_center)s ", ''))
gl_entries = frappe.db.sql(
"""
select
name as gl_entry, posting_date, account, party_type, party,
- voucher_type, voucher_no, cost_center, project,
+ voucher_type, voucher_no, {dimension_fields}
+ cost_center, project,
against_voucher_type, against_voucher, account_currency,
remarks, against, is_opening, creation {select_fields}
from `tabGL Entry`
@@ -174,13 +184,13 @@
{distributed_cost_center_query}
{order_by_statement}
""".format(
- select_fields=select_fields, conditions=get_conditions(filters), distributed_cost_center_query=distributed_cost_center_query,
+ dimension_fields=dimension_fields, select_fields=select_fields, conditions=get_conditions(filters), distributed_cost_center_query=distributed_cost_center_query,
order_by_statement=order_by_statement
),
filters, as_dict=1)
if filters.get('presentation_currency'):
- return convert_to_presentation_currency(gl_entries, currency_map)
+ return convert_to_presentation_currency(gl_entries, currency_map, filters.get('company'))
else:
return gl_entries
@@ -247,12 +257,12 @@
return "and {}".format(" and ".join(conditions)) if conditions else ""
-def get_data_with_opening_closing(filters, account_details, gl_entries):
+def get_data_with_opening_closing(filters, account_details, accounting_dimensions, gl_entries):
data = []
gle_map = initialize_gle_map(gl_entries, filters)
- totals, entries = get_accountwise_gle(filters, gl_entries, gle_map)
+ totals, entries = get_accountwise_gle(filters, accounting_dimensions, gl_entries, gle_map)
# Opening for filtered account
data.append(totals.opening)
@@ -318,7 +328,7 @@
return gle_map
-def get_accountwise_gle(filters, gl_entries, gle_map):
+def get_accountwise_gle(filters, accounting_dimensions, gl_entries, gle_map):
totals = get_totals_dict()
entries = []
consolidated_gle = OrderedDict()
@@ -350,8 +360,11 @@
if filters.get("group_by") != _('Group by Voucher (Consolidated)'):
gle_map[gle.get(group_by)].entries.append(gle)
elif filters.get("group_by") == _('Group by Voucher (Consolidated)'):
- key = (gle.get("voucher_type"), gle.get("voucher_no"),
- gle.get("account"), gle.get("cost_center"))
+ keylist = [gle.get("voucher_type"), gle.get("voucher_no"), gle.get("account")]
+ for dim in accounting_dimensions:
+ keylist.append(gle.get(dim))
+ keylist.append(gle.get("cost_center"))
+ key = tuple(keylist)
if key not in consolidated_gle:
consolidated_gle.setdefault(key, gle)
else:
@@ -478,7 +491,19 @@
"options": "Project",
"fieldname": "project",
"width": 100
- },
+ }
+ ])
+
+ if filters.get("include_dimensions"):
+ for dim in get_accounting_dimensions(as_list = False):
+ columns.append({
+ "label": _(dim.label),
+ "options": dim.label,
+ "fieldname": dim.fieldname,
+ "width": 100
+ })
+
+ columns.extend([
{
"label": _("Cost Center"),
"options": "Cost Center",
diff --git a/erpnext/accounts/report/utils.py b/erpnext/accounts/report/utils.py
index 4a9af49..9de8d19 100644
--- a/erpnext/accounts/report/utils.py
+++ b/erpnext/accounts/report/utils.py
@@ -6,10 +6,6 @@
from frappe.utils import cint, get_datetime_str, formatdate, flt
__exchange_rates = {}
-P_OR_L_ACCOUNTS = list(
- sum(frappe.get_list('Account', fields=['name'], or_filters=[{'root_type': 'Income'}, {'root_type': 'Expense'}], as_list=True), ())
-)
-
def get_currency(filters):
"""
@@ -73,18 +69,7 @@
return rate
-
-def is_p_or_l_account(account_name):
- """
- Check if the given `account name` is an `Account` with `root_type` of either 'Income'
- or 'Expense'.
- :param account_name:
- :return: Boolean
- """
- return account_name in P_OR_L_ACCOUNTS
-
-
-def convert_to_presentation_currency(gl_entries, currency_info):
+def convert_to_presentation_currency(gl_entries, currency_info, company):
"""
Take a list of GL Entries and change the 'debit' and 'credit' values to currencies
in `currency_info`.
@@ -96,6 +81,9 @@
presentation_currency = currency_info['presentation_currency']
company_currency = currency_info['company_currency']
+ pl_accounts = [d.name for d in frappe.get_list('Account',
+ filters={'report_type': 'Profit and Loss', 'company': company})]
+
for entry in gl_entries:
account = entry['account']
debit = flt(entry['debit'])
@@ -107,7 +95,7 @@
if account_currency != presentation_currency:
value = debit or credit
- date = currency_info['report_date'] if not is_p_or_l_account(account) else entry['posting_date']
+ date = entry['posting_date'] if account in pl_accounts else currency_info['report_date']
converted_value = convert(value, presentation_currency, company_currency, date)
if entry.get('debit'):
diff --git a/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log.py b/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log.py
index 148357f..34facd8 100644
--- a/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log.py
+++ b/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log.py
@@ -11,7 +11,7 @@
class AssetMaintenanceLog(Document):
def validate(self):
- if getdate(self.due_date) < getdate(nowdate()):
+ if getdate(self.due_date) < getdate(nowdate()) and self.maintenance_status not in ["Completed", "Cancelled"]:
self.maintenance_status = "Overdue"
if self.maintenance_status == "Completed" and not self.completion_date:
diff --git a/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log_list.js b/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log_list.js
index b854413..23000e6 100644
--- a/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log_list.js
+++ b/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log_list.js
@@ -1,14 +1,15 @@
frappe.listview_settings['Asset Maintenance Log'] = {
add_fields: ["maintenance_status"],
+ has_indicator_for_draft: 1,
get_indicator: function(doc) {
- if(doc.maintenance_status=="Pending") {
- return [__("Pending"), "orange"];
- } else if(doc.maintenance_status=="Completed") {
- return [__("Completed"), "green"];
- } else if(doc.maintenance_status=="Cancelled") {
- return [__("Cancelled"), "red"];
- } else if(doc.maintenance_status=="Overdue") {
- return [__("Overdue"), "red"];
+ if (doc.maintenance_status=="Planned") {
+ return [__(doc.maintenance_status), "orange", "status,=," + doc.maintenance_status];
+ } else if (doc.maintenance_status=="Completed") {
+ return [__(doc.maintenance_status), "green", "status,=," + doc.maintenance_status];
+ } else if (doc.maintenance_status=="Cancelled") {
+ return [__(doc.maintenance_status), "red", "status,=," + doc.maintenance_status];
+ } else if (doc.maintenance_status=="Overdue") {
+ return [__(doc.maintenance_status), "red", "status,=," + doc.maintenance_status];
}
}
};
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 155597e..fd702c7 100644
--- a/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py
+++ b/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py
@@ -8,6 +8,7 @@
from frappe.utils import flt, getdate, cint, date_diff, formatdate
from erpnext.assets.doctype.asset.depreciation import get_depreciation_accounts
from frappe.model.document import Document
+from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_checks_for_pl_and_bs_accounts
class AssetValueAdjustment(Document):
def validate(self):
@@ -53,17 +54,33 @@
je.company = self.company
je.remark = "Depreciation Entry against {0} worth {1}".format(self.asset, self.difference_amount)
- je.append("accounts", {
+ credit_entry = {
"account": accumulated_depreciation_account,
"credit_in_account_currency": self.difference_amount,
"cost_center": depreciation_cost_center or self.cost_center
- })
+ }
- je.append("accounts", {
+ debit_entry = {
"account": depreciation_expense_account,
"debit_in_account_currency": self.difference_amount,
"cost_center": depreciation_cost_center or self.cost_center
- })
+ }
+
+ accounting_dimensions = get_checks_for_pl_and_bs_accounts()
+
+ for dimension in accounting_dimensions:
+ if dimension.get('mandatory_for_bs'):
+ credit_entry.update({
+ dimension['fieldname']: self.get(dimension['fieldname']) or dimension.get('default_dimension')
+ })
+
+ if dimension.get('mandatory_for_pl'):
+ debit_entry.update({
+ dimension['fieldname']: self.get(dimension['fieldname']) or dimension.get('default_dimension')
+ })
+
+ je.append("accounts", credit_entry)
+ je.append("accounts", debit_entry)
je.flags.ignore_permissions = True
je.submit()
diff --git a/erpnext/buying/doctype/purchase_order/purchase_order.js b/erpnext/buying/doctype/purchase_order/purchase_order.js
index 25065ab..9f2b971 100644
--- a/erpnext/buying/doctype/purchase_order/purchase_order.js
+++ b/erpnext/buying/doctype/purchase_order/purchase_order.js
@@ -94,7 +94,7 @@
if(this.frm.doc.status !== 'Closed' && flt(this.frm.doc.per_received) < 100 && flt(this.frm.doc.per_billed) < 100) {
this.frm.add_custom_button(__('Update Items'), () => {
erpnext.utils.update_child_items({
- frm: frm,
+ frm: this.frm,
child_docname: "items",
child_doctype: "Purchase Order Detail",
cannot_add_row: false,
diff --git a/erpnext/controllers/accounts_controller.py b/erpnext/controllers/accounts_controller.py
index 89c38c7..d61e44b 100644
--- a/erpnext/controllers/accounts_controller.py
+++ b/erpnext/controllers/accounts_controller.py
@@ -325,7 +325,7 @@
apply_pricing_rule_for_free_items(self, pricing_rule_args.get('free_item_data'))
elif pricing_rule_args.get("validate_applied_rule"):
- for pricing_rule in get_applied_pricing_rules(item):
+ for pricing_rule in get_applied_pricing_rules(item.get('pricing_rules')):
pricing_rule_doc = frappe.get_cached_doc("Pricing Rule", pricing_rule)
for field in ['discount_percentage', 'discount_amount', 'rate']:
if item.get(field) < pricing_rule_doc.get(field):
@@ -479,7 +479,11 @@
if d.against_order:
allocated_amount = flt(d.amount)
else:
- amount = self.rounded_total or self.grand_total
+ if self.get('party_account_currency') == self.company_currency:
+ amount = self.get('base_rounded_total') or self.base_grand_total
+ else:
+ amount = self.get('rounded_total') or self.grand_total
+
allocated_amount = min(amount - advance_allocated, d.amount)
advance_allocated += flt(allocated_amount)
@@ -802,10 +806,22 @@
self.payment_terms_template = ''
return
+ party_account_currency = self.get('party_account_currency')
+ if not party_account_currency:
+ party_type, party = self.get_party()
+
+ if party_type and party:
+ party_account_currency = get_party_account_currency(party_type, party, self.company)
+
posting_date = self.get("bill_date") or self.get("posting_date") or self.get("transaction_date")
date = self.get("due_date")
due_date = date or posting_date
- grand_total = self.get("rounded_total") or self.grand_total
+
+ if party_account_currency == self.company_currency:
+ grand_total = self.get("base_rounded_total") or self.base_grand_total
+ else:
+ grand_total = self.get("rounded_total") or self.grand_total
+
if self.doctype in ("Sales Invoice", "Purchase Invoice"):
grand_total = grand_total - flt(self.write_off_amount)
@@ -850,13 +866,25 @@
def validate_payment_schedule_amount(self):
if self.doctype == 'Sales Invoice' and self.is_pos: return
+ party_account_currency = self.get('party_account_currency')
+ if not party_account_currency:
+ party_type, party = self.get_party()
+
+ if party_type and party:
+ party_account_currency = get_party_account_currency(party_type, party, self.company)
+
if self.get("payment_schedule"):
total = 0
for d in self.get("payment_schedule"):
total += flt(d.payment_amount)
- total = flt(total, self.precision("grand_total"))
- grand_total = flt(self.get("rounded_total") or self.grand_total, self.precision('grand_total'))
+ if party_account_currency == self.company_currency:
+ total = flt(total, self.precision("base_grand_total"))
+ grand_total = flt(self.get("base_rounded_total") or self.base_grand_total, self.precision('base_grand_total'))
+ else:
+ total = flt(total, self.precision("grand_total"))
+ grand_total = flt(self.get("rounded_total") or self.grand_total, self.precision('grand_total'))
+
if self.get("total_advance"):
grand_total -= self.get("total_advance")
@@ -957,7 +985,7 @@
# all rows about the reffered tax should be inclusive
_on_previous_row_error("1 - %d" % (tax.row_id,))
elif tax.get("category") == "Valuation":
- frappe.throw(_("Valuation type charges can not marked as Inclusive"))
+ frappe.throw(_("Valuation type charges can not be marked as Inclusive"))
def set_balance_in_account_currency(gl_dict, account_currency=None, conversion_rate=None, company_currency=None):
diff --git a/erpnext/controllers/buying_controller.py b/erpnext/controllers/buying_controller.py
index 89b48f0..ac567b7 100644
--- a/erpnext/controllers/buying_controller.py
+++ b/erpnext/controllers/buying_controller.py
@@ -276,6 +276,9 @@
qty_to_be_received_map = get_qty_to_be_received(purchase_orders)
for item in self.get('items'):
+ if not item.purchase_order:
+ continue
+
# reset raw_material cost
item.rm_supp_cost = 0
@@ -288,6 +291,12 @@
fg_yet_to_be_received = qty_to_be_received_map.get(item_key)
+ if not fg_yet_to_be_received:
+ frappe.throw(_("Row #{0}: Item {1} is already fully received in Purchase Order {2}")
+ .format(item.idx, frappe.bold(item.item_code),
+ frappe.utils.get_link_to_form("Purchase Order", item.purchase_order)),
+ title=_("Limit Crossed"))
+
transferred_batch_qty_map = get_transferred_batch_qty_map(item.purchase_order, item.item_code)
backflushed_batch_qty_map = get_backflushed_batch_qty_map(item.purchase_order, item.item_code)
@@ -559,9 +568,19 @@
"serial_no": cstr(d.serial_no).strip()
})
if self.is_return:
- original_incoming_rate = frappe.db.get_value("Stock Ledger Entry",
- {"voucher_type": "Purchase Receipt", "voucher_no": self.return_against,
- "item_code": d.item_code}, "incoming_rate")
+ 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")
sle.update({
"outgoing_rate": original_incoming_rate
diff --git a/erpnext/controllers/queries.py b/erpnext/controllers/queries.py
index babc5bd..c88bf66 100644
--- a/erpnext/controllers/queries.py
+++ b/erpnext/controllers/queries.py
@@ -497,24 +497,18 @@
conditions, bin_conditions = [], []
filter_dict = get_doctype_wise_filters(filters)
- sub_query = """ select round(`tabBin`.actual_qty, 2) from `tabBin`
- where `tabBin`.warehouse = `tabWarehouse`.name
- {bin_conditions} """.format(
- bin_conditions=get_filters_cond(doctype, filter_dict.get("Bin"),
- bin_conditions, ignore_permissions=True))
-
query = """select `tabWarehouse`.name,
- CONCAT_WS(" : ", "Actual Qty", ifnull( ({sub_query}), 0) ) as actual_qty
- from `tabWarehouse`
+ CONCAT_WS(" : ", "Actual Qty", ifnull(round(`tabBin`.actual_qty, 2), 0 )) actual_qty
+ from `tabWarehouse` left join `tabBin`
+ on `tabBin`.warehouse = `tabWarehouse`.name {bin_conditions}
where
- `tabWarehouse`.`{key}` like {txt}
+ `tabWarehouse`.`{key}` like {txt}
{fcond} {mcond}
- order by
- `tabWarehouse`.name desc
+ order by ifnull(`tabBin`.actual_qty, 0) desc
limit
{start}, {page_len}
""".format(
- sub_query=sub_query,
+ bin_conditions=get_filters_cond(doctype, filter_dict.get("Bin"),bin_conditions, ignore_permissions=True),
key=searchfield,
fcond=get_filters_cond(doctype, filter_dict.get("Warehouse"), conditions),
mcond=get_match_cond(doctype),
@@ -613,9 +607,12 @@
if not taxes:
return frappe.db.sql(""" SELECT name FROM `tabItem Tax Template` """)
else:
+ valid_from = filters.get('valid_from')
+ valid_from = valid_from[1] if isinstance(valid_from, list) else valid_from
+
args = {
'item_code': filters.get('item_code'),
- 'posting_date': filters.get('valid_from'),
+ 'posting_date': valid_from,
'tax_category': filters.get('tax_category'),
'company': filters.get('company')
}
diff --git a/erpnext/controllers/sales_and_purchase_return.py b/erpnext/controllers/sales_and_purchase_return.py
index 3f127a2..a03dee1 100644
--- a/erpnext/controllers/sales_and_purchase_return.py
+++ b/erpnext/controllers/sales_and_purchase_return.py
@@ -281,6 +281,8 @@
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
+
elif doctype == "Delivery Note":
target_doc.against_sales_order = source_doc.against_sales_order
target_doc.against_sales_invoice = source_doc.against_sales_invoice
@@ -296,6 +298,7 @@
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
if default_warehouse_for_sales_return:
target_doc.warehouse = default_warehouse_for_sales_return
diff --git a/erpnext/controllers/selling_controller.py b/erpnext/controllers/selling_controller.py
index b696ac3..17f3ae5 100644
--- a/erpnext/controllers/selling_controller.py
+++ b/erpnext/controllers/selling_controller.py
@@ -217,7 +217,9 @@
'target_warehouse': p.target_warehouse,
'company': self.company,
'voucher_type': self.doctype,
- 'allow_zero_valuation': d.allow_zero_valuation_rate
+ 'allow_zero_valuation': d.allow_zero_valuation_rate,
+ 'sales_invoice_item': d.get("sales_invoice_item"),
+ 'delivery_note_item': d.get("dn_detail")
}))
else:
il.append(frappe._dict({
@@ -233,7 +235,9 @@
'target_warehouse': d.target_warehouse,
'company': self.company,
'voucher_type': self.doctype,
- 'allow_zero_valuation': d.allow_zero_valuation_rate
+ 'allow_zero_valuation': d.allow_zero_valuation_rate,
+ 'sales_invoice_item': d.get("sales_invoice_item"),
+ 'delivery_note_item': d.get("dn_detail")
}))
return il
@@ -302,7 +306,11 @@
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:
- return_rate = self.get_incoming_rate_for_return(d.item_code, self.return_against)
+ 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
# target warehouse first, to update serial no values properly
diff --git a/erpnext/controllers/stock_controller.py b/erpnext/controllers/stock_controller.py
index e8483da..394883d 100644
--- a/erpnext/controllers/stock_controller.py
+++ b/erpnext/controllers/stock_controller.py
@@ -301,14 +301,19 @@
return serialized_items
- def get_incoming_rate_for_return(self, item_code, against_document):
+ 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 limit 1""",
+ 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
diff --git a/erpnext/controllers/taxes_and_totals.py b/erpnext/controllers/taxes_and_totals.py
index 572e1ca..92cfdb7 100644
--- a/erpnext/controllers/taxes_and_totals.py
+++ b/erpnext/controllers/taxes_and_totals.py
@@ -9,6 +9,7 @@
from erpnext.controllers.accounts_controller import validate_conversion_rate, \
validate_taxes_and_charges, validate_inclusive_tax
from erpnext.stock.get_item_details import _get_item_tax_template
+from erpnext.accounts.doctype.pricing_rule.utils import get_applied_pricing_rules
class calculate_taxes_and_totals(object):
def __init__(self, doc):
@@ -161,8 +162,9 @@
for item in self.doc.get("items"):
item_tax_map = self._load_item_tax_rate(item.item_tax_rate)
cumulated_tax_fraction = 0
+ total_inclusive_tax_amount_per_qty = 0
for i, tax in enumerate(self.doc.get("taxes")):
- tax.tax_fraction_for_current_item = self.get_current_tax_fraction(tax, item_tax_map)
+ tax.tax_fraction_for_current_item, inclusive_tax_amount_per_qty = self.get_current_tax_fraction(tax, item_tax_map)
if i==0:
tax.grand_total_fraction_for_current_item = 1 + tax.tax_fraction_for_current_item
@@ -172,9 +174,12 @@
+ tax.tax_fraction_for_current_item
cumulated_tax_fraction += tax.tax_fraction_for_current_item
+ total_inclusive_tax_amount_per_qty += inclusive_tax_amount_per_qty * flt(item.qty)
- if cumulated_tax_fraction and not self.discount_amount_applied and item.qty:
- item.net_amount = flt(item.amount / (1 + cumulated_tax_fraction))
+ if not self.discount_amount_applied and item.qty and (cumulated_tax_fraction or total_inclusive_tax_amount_per_qty):
+ amount = flt(item.amount) - total_inclusive_tax_amount_per_qty
+
+ item.net_amount = flt(amount / (1 + cumulated_tax_fraction))
item.net_rate = flt(item.net_amount / item.qty, item.precision("net_rate"))
item.discount_percentage = flt(item.discount_percentage,
item.precision("discount_percentage"))
@@ -190,6 +195,7 @@
from tax inclusive amount
"""
current_tax_fraction = 0
+ inclusive_tax_amount_per_qty = 0
if cint(tax.included_in_print_rate):
tax_rate = self._get_tax_rate(tax, item_tax_map)
@@ -205,9 +211,14 @@
current_tax_fraction = (tax_rate / 100.0) * \
self.doc.get("taxes")[cint(tax.row_id) - 1].grand_total_fraction_for_current_item
- if getattr(tax, "add_deduct_tax", None):
- current_tax_fraction *= -1.0 if (tax.add_deduct_tax == "Deduct") else 1.0
- return current_tax_fraction
+ elif tax.charge_type == "On Item Quantity":
+ inclusive_tax_amount_per_qty = flt(tax_rate)
+
+ if getattr(tax, "add_deduct_tax", None) and tax.add_deduct_tax == "Deduct":
+ current_tax_fraction *= -1.0
+ inclusive_tax_amount_per_qty *= -1.0
+
+ return current_tax_fraction, inclusive_tax_amount_per_qty
def _get_tax_rate(self, tax, item_tax_map):
if tax.account_head in item_tax_map:
@@ -321,7 +332,7 @@
current_tax_amount = (tax_rate / 100.0) * \
self.doc.get("taxes")[cint(tax.row_id) - 1].grand_total_for_current_item
elif tax.charge_type == "On Item Quantity":
- current_tax_amount = tax_rate * item.stock_qty
+ current_tax_amount = tax_rate * item.qty
self.set_item_wise_tax(item, tax, tax_rate, current_tax_amount)
@@ -472,7 +483,7 @@
actual_taxes_dict = {}
for tax in self.doc.get("taxes"):
- if tax.charge_type == "Actual":
+ if tax.charge_type in ["Actual", "On Item Quantity"]:
tax_amount = self.get_tax_amount_if_for_valuation_or_deduction(tax.tax_amount, tax)
actual_taxes_dict.setdefault(tax.idx, tax_amount)
elif tax.row_id in actual_taxes_dict:
@@ -597,7 +608,7 @@
base_rate_with_margin = 0.0
if item.price_list_rate:
if item.pricing_rules and not self.doc.ignore_pricing_rule:
- for d in json.loads(item.pricing_rules):
+ for d in get_applied_pricing_rules(item.pricing_rules):
pricing_rule = frappe.get_cached_doc('Pricing Rule', d)
if (pricing_rule.margin_type == 'Amount' and pricing_rule.currency == self.doc.currency)\
diff --git a/erpnext/crm/doctype/opportunity/opportunity.json b/erpnext/crm/doctype/opportunity/opportunity.json
index 545e232..b61cad3 100644
--- a/erpnext/crm/doctype/opportunity/opportunity.json
+++ b/erpnext/crm/doctype/opportunity/opportunity.json
@@ -16,6 +16,7 @@
"opportunity_from",
"party_name",
"customer_name",
+ "source",
"column_break0",
"title",
"opportunity_type",
@@ -49,10 +50,9 @@
"contact_email",
"contact_mobile",
"more_info",
- "source",
+ "company",
"campaign",
"column_break1",
- "company",
"transaction_date",
"amended_from",
"lost_reasons"
@@ -344,7 +344,7 @@
"collapsible": 1,
"fieldname": "more_info",
"fieldtype": "Section Break",
- "label": "Source",
+ "label": "More Information",
"oldfieldtype": "Section Break",
"options": "fa fa-file-text"
},
@@ -411,7 +411,7 @@
"fieldname": "lost_reasons",
"fieldtype": "Table MultiSelect",
"label": "Lost Reasons",
- "options": "Lost Reason Detail",
+ "options": "Opportunity Lost Reason Detail",
"read_only": 1
},
{
@@ -424,7 +424,7 @@
"icon": "fa fa-info-sign",
"idx": 195,
"links": [],
- "modified": "2020-07-14 16:49:15.888503",
+ "modified": "2020-08-11 17:34:35.066961",
"modified_by": "Administrator",
"module": "CRM",
"name": "Opportunity",
diff --git a/erpnext/crm/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py
index 1b071ea..6096053 100644
--- a/erpnext/crm/doctype/opportunity/opportunity.py
+++ b/erpnext/crm/doctype/opportunity/opportunity.py
@@ -119,11 +119,19 @@
and q.status not in ('Lost', 'Closed')""", self.name)
def has_ordered_quotation(self):
- return frappe.db.sql("""
- select q.name
- from `tabQuotation` q, `tabQuotation Item` qi
- where q.name = qi.parent and q.docstatus=1 and qi.prevdoc_docname =%s
- and q.status = 'Ordered'""", self.name)
+ if not self.with_items:
+ return frappe.get_all('Quotation',
+ {
+ 'opportunity': self.name,
+ 'status': 'Ordered',
+ 'docstatus': 1
+ }, 'name')
+ else:
+ return frappe.db.sql("""
+ select q.name
+ from `tabQuotation` q, `tabQuotation Item` qi
+ where q.name = qi.parent and q.docstatus=1 and qi.prevdoc_docname =%s
+ and q.status = 'Ordered'""", self.name)
def has_lost_quotation(self):
lost_quotation = frappe.db.sql("""
@@ -317,7 +325,7 @@
doc.save()
@frappe.whitelist()
-def make_opportunity_from_communication(communication, ignore_communication_links=False):
+def make_opportunity_from_communication(communication, company, ignore_communication_links=False):
from erpnext.crm.doctype.lead.lead import make_lead_from_communication
doc = frappe.get_doc("Communication", communication)
@@ -329,8 +337,9 @@
opportunity = frappe.get_doc({
"doctype": "Opportunity",
+ "company": company,
"opportunity_from": opportunity_from,
- "lead": lead
+ "party_name": lead
}).insert(ignore_permissions=True)
link_communication_to_document(doc, "Opportunity", opportunity.name, ignore_communication_links)
diff --git a/erpnext/crm/doctype/opportunity_lost_reason_detail/__init__.py b/erpnext/crm/doctype/opportunity_lost_reason_detail/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/crm/doctype/opportunity_lost_reason_detail/__init__.py
diff --git a/erpnext/crm/doctype/opportunity_lost_reason_detail/opportunity_lost_reason_detail.json b/erpnext/crm/doctype/opportunity_lost_reason_detail/opportunity_lost_reason_detail.json
new file mode 100644
index 0000000..50620e2
--- /dev/null
+++ b/erpnext/crm/doctype/opportunity_lost_reason_detail/opportunity_lost_reason_detail.json
@@ -0,0 +1,31 @@
+{
+ "actions": [],
+ "creation": "2020-07-16 16:11:39.830389",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "lost_reason"
+ ],
+ "fields": [
+ {
+ "fieldname": "lost_reason",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Opportunity Lost Reason",
+ "options": "Opportunity Lost Reason"
+ }
+ ],
+ "istable": 1,
+ "links": [],
+ "modified": "2020-07-26 17:58:26.313242",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Opportunity Lost Reason Detail",
+ "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/crm/doctype/opportunity_lost_reason_detail/opportunity_lost_reason_detail.py b/erpnext/crm/doctype/opportunity_lost_reason_detail/opportunity_lost_reason_detail.py
new file mode 100644
index 0000000..8723f1d
--- /dev/null
+++ b/erpnext/crm/doctype/opportunity_lost_reason_detail/opportunity_lost_reason_detail.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 OpportunityLostReasonDetail(Document):
+ pass
diff --git a/erpnext/crm/doctype/social_media_post/social_media_post.js b/erpnext/crm/doctype/social_media_post/social_media_post.js
index 3a14f2d..0ce8b44 100644
--- a/erpnext/crm/doctype/social_media_post/social_media_post.js
+++ b/erpnext/crm/doctype/social_media_post/social_media_post.js
@@ -30,14 +30,14 @@
let color = frm.doc.twitter_post_id ? "green" : "red";
let status = frm.doc.twitter_post_id ? "Posted" : "Not Posted";
html += `<div class="col-xs-6">
- <span class="indicator whitespace-nowrap ${color}"><span class="hidden-xs">Twitter : ${status} </span></span>
+ <span class="indicator whitespace-nowrap ${color}"><span>Twitter : ${status} </span></span>
</div>` ;
}
if (frm.doc.linkedin){
let color = frm.doc.linkedin_post_id ? "green" : "red";
let status = frm.doc.linkedin_post_id ? "Posted" : "Not Posted";
html += `<div class="col-xs-6">
- <span class="indicator whitespace-nowrap ${color}"><span class="hidden-xs">LinkedIn : ${status} </span></span>
+ <span class="indicator whitespace-nowrap ${color}"><span>LinkedIn : ${status} </span></span>
</div>` ;
}
html = `<div class="row">${html}</div>`;
diff --git a/erpnext/crm/report/lead_details/lead_details.js b/erpnext/crm/report/lead_details/lead_details.js
new file mode 100644
index 0000000..f92070d
--- /dev/null
+++ b/erpnext/crm/report/lead_details/lead_details.js
@@ -0,0 +1,52 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Lead Details"] = {
+ "filters": [
+ {
+ "fieldname":"company",
+ "label": __("Company"),
+ "fieldtype": "Link",
+ "options": "Company",
+ "default": frappe.defaults.get_user_default("Company"),
+ "reqd": 1
+ },
+ {
+ "fieldname":"from_date",
+ "label": __("From Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.add_months(frappe.datetime.get_today(), -12),
+ "reqd": 1
+ },
+ {
+ "fieldname":"to_date",
+ "label": __("To Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.get_today(),
+ "reqd": 1
+ },
+ {
+ "fieldname":"status",
+ "label": __("Status"),
+ "fieldtype": "Select",
+ options: [
+ { "value": "Lead", "label": __("Lead") },
+ { "value": "Open", "label": __("Open") },
+ { "value": "Replied", "label": __("Replied") },
+ { "value": "Opportunity", "label": __("Opportunity") },
+ { "value": "Quotation", "label": __("Quotation") },
+ { "value": "Lost Quotation", "label": __("Lost Quotation") },
+ { "value": "Interested", "label": __("Interested") },
+ { "value": "Converted", "label": __("Converted") },
+ { "value": "Do Not Contact", "label": __("Do Not Contact") },
+ ],
+ },
+ {
+ "fieldname":"territory",
+ "label": __("Territory"),
+ "fieldtype": "Link",
+ "options": "Territory",
+ }
+ ]
+};
\ No newline at end of file
diff --git a/erpnext/crm/report/lead_details/lead_details.json b/erpnext/crm/report/lead_details/lead_details.json
index cdeb6bb..7871d08 100644
--- a/erpnext/crm/report/lead_details/lead_details.json
+++ b/erpnext/crm/report/lead_details/lead_details.json
@@ -7,16 +7,15 @@
"doctype": "Report",
"idx": 3,
"is_standard": "Yes",
- "modified": "2020-01-22 16:51:56.591110",
+ "modified": "2020-07-26 23:59:49.897577",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lead Details",
"owner": "Administrator",
"prepared_report": 0,
- "query": "SELECT\n `tabLead`.name as \"Lead Id:Link/Lead:120\",\n `tabLead`.lead_name as \"Lead Name::120\",\n\t`tabLead`.company_name as \"Company Name::120\",\n\t`tabLead`.status as \"Status::120\",\n\tconcat_ws(', ', \n\t\ttrim(',' from `tabAddress`.address_line1), \n\t\ttrim(',' from tabAddress.address_line2)\n\t) as 'Address::180',\n\t`tabAddress`.state as \"State::100\",\n\t`tabAddress`.pincode as \"Pincode::70\",\n\t`tabAddress`.country as \"Country::100\",\n\t`tabLead`.phone as \"Phone::100\",\n\t`tabLead`.mobile_no as \"Mobile No::100\",\n\t`tabLead`.email_id as \"Email Id::120\",\n\t`tabLead`.lead_owner as \"Lead Owner::120\",\n\t`tabLead`.source as \"Source::120\",\n\t`tabLead`.territory as \"Territory::120\",\n\t`tabLead`.notes as \"Notes::360\",\n `tabLead`.owner as \"Owner:Link/User:120\"\nFROM\n\t`tabLead`\n\tleft join `tabDynamic Link` on (\n\t\t`tabDynamic Link`.link_name=`tabLead`.name \n\t\tand `tabDynamic Link`.parenttype = 'Address'\n\t)\n\tleft join `tabAddress` on (\n\t\t`tabAddress`.name=`tabDynamic Link`.parent\n\t)\nWHERE\n\t`tabLead`.docstatus<2\nORDER BY\n\t`tabLead`.name asc",
"ref_doctype": "Lead",
"report_name": "Lead Details",
- "report_type": "Query Report",
+ "report_type": "Script Report",
"roles": [
{
"role": "Sales User"
diff --git a/erpnext/crm/report/lead_details/lead_details.py b/erpnext/crm/report/lead_details/lead_details.py
new file mode 100644
index 0000000..eeaaec2
--- /dev/null
+++ b/erpnext/crm/report/lead_details/lead_details.py
@@ -0,0 +1,158 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+from frappe import _
+import frappe
+
+def execute(filters=None):
+ columns, data = get_columns(), get_data(filters)
+ return columns, data
+
+def get_columns():
+ columns = [
+ {
+ "label": _("Lead"),
+ "fieldname": "name",
+ "fieldtype": "Link",
+ "options": "Lead",
+ "width": 150,
+ },
+ {
+ "label": _("Lead Name"),
+ "fieldname": "lead_name",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "fieldname":"status",
+ "label": _("Status"),
+ "fieldtype": "Data",
+ "width": 100
+ },
+ {
+ "fieldname":"lead_owner",
+ "label": _("Lead Owner"),
+ "fieldtype": "Link",
+ "options": "User",
+ "width": 100
+ },
+ {
+ "label": _("Territory"),
+ "fieldname": "territory",
+ "fieldtype": "Link",
+ "options": "Territory",
+ "width": 100
+ },
+ {
+ "label": _("Source"),
+ "fieldname": "source",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "label": _("Email"),
+ "fieldname": "email_id",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "label": _("Mobile"),
+ "fieldname": "mobile_no",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "label": _("Phone"),
+ "fieldname": "phone",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "label": _("Owner"),
+ "fieldname": "owner",
+ "fieldtype": "Link",
+ "options": "user",
+ "width": 120
+ },
+ {
+ "label": _("Company"),
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "options": "Company",
+ "width": 120
+ },
+ {
+ "fieldname":"address",
+ "label": _("Address"),
+ "fieldtype": "Data",
+ "width": 130
+ },
+ {
+ "fieldname":"state",
+ "label": _("State"),
+ "fieldtype": "Data",
+ "width": 100
+ },
+ {
+ "fieldname":"pincode",
+ "label": _("Postal Code"),
+ "fieldtype": "Data",
+ "width": 90
+ },
+ {
+ "fieldname":"country",
+ "label": _("Country"),
+ "fieldtype": "Link",
+ "options": "Country",
+ "width": 100
+ },
+
+ ]
+ return columns
+
+def get_data(filters):
+ return frappe.db.sql("""
+ SELECT
+ `tabLead`.name,
+ `tabLead`.lead_name,
+ `tabLead`.status,
+ `tabLead`.lead_owner,
+ `tabLead`.territory,
+ `tabLead`.source,
+ `tabLead`.email_id,
+ `tabLead`.mobile_no,
+ `tabLead`.phone,
+ `tabLead`.owner,
+ `tabLead`.company,
+ concat_ws(', ',
+ trim(',' from `tabAddress`.address_line1),
+ trim(',' from tabAddress.address_line2)
+ ) AS address,
+ `tabAddress`.state,
+ `tabAddress`.pincode,
+ `tabAddress`.country
+ FROM
+ `tabLead` left join `tabDynamic Link` on (
+ `tabLead`.name = `tabDynamic Link`.link_name and
+ `tabDynamic Link`.parenttype = 'Address')
+ left join `tabAddress` on (
+ `tabAddress`.name=`tabDynamic Link`.parent)
+ WHERE
+ company = %(company)s
+ AND `tabLead`.creation BETWEEN %(from_date)s AND %(to_date)s
+ {conditions}
+ ORDER BY
+ `tabLead`.creation asc """.format(conditions=get_conditions(filters)), filters, as_dict=1)
+
+def get_conditions(filters) :
+ conditions = []
+
+ if filters.get("territory"):
+ conditions.append(" and `tabLead`.territory=%(territory)s")
+
+ if filters.get("status"):
+ conditions.append(" and `tabLead`.status=%(status)s")
+
+ return " ".join(conditions) if conditions else ""
+
diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.js b/erpnext/crm/report/lost_opportunity/lost_opportunity.js
new file mode 100644
index 0000000..d79f8c8
--- /dev/null
+++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.js
@@ -0,0 +1,67 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Lost Opportunity"] = {
+ "filters": [
+ {
+ "fieldname":"company",
+ "label": __("Company"),
+ "fieldtype": "Link",
+ "options": "Company",
+ "default": frappe.defaults.get_user_default("Company"),
+ "reqd": 1
+ },
+ {
+ "fieldname":"from_date",
+ "label": __("From Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.add_months(frappe.datetime.get_today(), -12),
+ "reqd": 1
+ },
+ {
+ "fieldname":"to_date",
+ "label": __("To Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.get_today(),
+ "reqd": 1
+ },
+ {
+ "fieldname":"lost_reason",
+ "label": __("Lost Reason"),
+ "fieldtype": "Link",
+ "options": "Opportunity Lost Reason"
+ },
+ {
+ "fieldname":"territory",
+ "label": __("Territory"),
+ "fieldtype": "Link",
+ "options": "Territory"
+ },
+ {
+ "fieldname":"opportunity_from",
+ "label": __("Opportunity From"),
+ "fieldtype": "Link",
+ "options": "DocType",
+ "get_query": function() {
+ return {
+ "filters": {
+ "name": ["in", ["Customer", "Lead"]],
+ }
+ }
+ }
+ },
+ {
+ "fieldname":"party_name",
+ "label": __("Party"),
+ "fieldtype": "Dynamic Link",
+ "options": "opportunity_from"
+ },
+ {
+ "fieldname":"contact_by",
+ "label": __("Next Contact By"),
+ "fieldtype": "Link",
+ "options": "User"
+ },
+ ]
+};
\ No newline at end of file
diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.json b/erpnext/crm/report/lost_opportunity/lost_opportunity.json
index e7c5068..e7a8e12 100644
--- a/erpnext/crm/report/lost_opportunity/lost_opportunity.json
+++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.json
@@ -1,13 +1,14 @@
{
"add_total_row": 0,
"creation": "2018-12-31 16:30:57.188837",
+ "disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
"json": "{\"order_by\": \"`tabOpportunity`.`modified` desc\", \"filters\": [[\"Opportunity\", \"status\", \"=\", \"Lost\"]], \"fields\": [[\"name\", \"Opportunity\"], [\"opportunity_from\", \"Opportunity\"], [\"party_name\", \"Opportunity\"], [\"customer_name\", \"Opportunity\"], [\"opportunity_type\", \"Opportunity\"], [\"status\", \"Opportunity\"], [\"contact_by\", \"Opportunity\"], [\"docstatus\", \"Opportunity\"], [\"lost_reason\", \"Lost Reason Detail\"]], \"add_totals_row\": 0, \"add_total_row\": 0, \"page_length\": 20}",
- "modified": "2019-06-26 16:33:08.083618",
+ "modified": "2020-07-29 15:49:02.848845",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lost Opportunity",
@@ -15,7 +16,7 @@
"prepared_report": 0,
"ref_doctype": "Opportunity",
"report_name": "Lost Opportunity",
- "report_type": "Report Builder",
+ "report_type": "Script Report",
"roles": [
{
"role": "Sales User"
diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.py b/erpnext/crm/report/lost_opportunity/lost_opportunity.py
new file mode 100644
index 0000000..1aa4afe
--- /dev/null
+++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.py
@@ -0,0 +1,131 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+from frappe import _
+import frappe
+
+def execute(filters=None):
+ columns, data = get_columns(), get_data(filters)
+ return columns, data
+
+def get_columns():
+ columns = [
+ {
+ "label": _("Opportunity"),
+ "fieldname": "name",
+ "fieldtype": "Link",
+ "options": "Opportunity",
+ "width": 170,
+ },
+ {
+ "label": _("Opportunity From"),
+ "fieldname": "opportunity_from",
+ "fieldtype": "Link",
+ "options": "DocType",
+ "width": 130
+ },
+ {
+ "label": _("Party"),
+ "fieldname":"party_name",
+ "fieldtype": "Dynamic Link",
+ "options": "opportunity_from",
+ "width": 160
+ },
+ {
+ "label": _("Customer/Lead Name"),
+ "fieldname":"customer_name",
+ "fieldtype": "Data",
+ "width": 150
+ },
+ {
+ "label": _("Opportunity Type"),
+ "fieldname": "opportunity_type",
+ "fieldtype": "Data",
+ "width": 130
+ },
+ {
+ "label": _("Lost Reasons"),
+ "fieldname": "lost_reason",
+ "fieldtype": "Data",
+ "width": 220
+ },
+ {
+ "label": _("Sales Stage"),
+ "fieldname": "sales_stage",
+ "fieldtype": "Link",
+ "options": "Sales Stage",
+ "width": 150
+ },
+ {
+ "label": _("Territory"),
+ "fieldname": "territory",
+ "fieldtype": "Link",
+ "options": "Territory",
+ "width": 150
+ },
+ {
+ "label": _("Next Contact By"),
+ "fieldname": "contact_by",
+ "fieldtype": "Link",
+ "options": "User",
+ "width": 150
+ }
+ ]
+ return columns
+
+def get_data(filters):
+ return frappe.db.sql("""
+ SELECT
+ `tabOpportunity`.name,
+ `tabOpportunity`.opportunity_from,
+ `tabOpportunity`.party_name,
+ `tabOpportunity`.customer_name,
+ `tabOpportunity`.opportunity_type,
+ `tabOpportunity`.contact_by,
+ GROUP_CONCAT(`tabOpportunity Lost Reason Detail`.lost_reason separator ', ') lost_reason,
+ `tabOpportunity`.sales_stage,
+ `tabOpportunity`.territory
+ FROM
+ `tabOpportunity`
+ {join}
+ WHERE
+ `tabOpportunity`.status = 'Lost' and `tabOpportunity`.company = %(company)s
+ AND `tabOpportunity`.modified BETWEEN %(from_date)s AND %(to_date)s
+ {conditions}
+ GROUP BY
+ `tabOpportunity`.name
+ ORDER BY
+ `tabOpportunity`.creation asc """.format(conditions=get_conditions(filters), join=get_join(filters)), filters, as_dict=1)
+
+
+def get_conditions(filters):
+ conditions = []
+
+ if filters.get("territory"):
+ conditions.append(" and `tabOpportunity`.territory=%(territory)s")
+
+ if filters.get("opportunity_from"):
+ conditions.append(" and `tabOpportunity`.opportunity_from=%(opportunity_from)s")
+
+ if filters.get("party_name"):
+ conditions.append(" and `tabOpportunity`.party_name=%(party_name)s")
+
+ if filters.get("contact_by"):
+ conditions.append(" and `tabOpportunity`.contact_by=%(contact_by)s")
+
+ return " ".join(conditions) if conditions else ""
+
+def get_join(filters):
+ join = """LEFT JOIN `tabOpportunity Lost Reason Detail`
+ ON `tabOpportunity Lost Reason Detail`.parenttype = 'Opportunity' and
+ `tabOpportunity Lost Reason Detail`.parent = `tabOpportunity`.name"""
+
+ if filters.get("lost_reason"):
+ join = """JOIN `tabOpportunity Lost Reason Detail`
+ ON `tabOpportunity Lost Reason Detail`.parenttype = 'Opportunity' and
+ `tabOpportunity Lost Reason Detail`.parent = `tabOpportunity`.name and
+ `tabOpportunity Lost Reason Detail`.lost_reason = '{0}'
+ """.format(filters.get("lost_reason"))
+
+ return join
\ No newline at end of file
diff --git a/erpnext/education/doctype/fees/test_fees.py b/erpnext/education/doctype/fees/test_fees.py
index b182992..eedc2ae 100644
--- a/erpnext/education/doctype/fees/test_fees.py
+++ b/erpnext/education/doctype/fees/test_fees.py
@@ -7,7 +7,7 @@
import unittest
from frappe.utils import nowdate
from frappe.utils.make_random import get_random
-
+from erpnext.education.doctype.program.test_program import make_program_and_linked_courses
# test_records = frappe.get_test_records('Fees')
@@ -15,6 +15,7 @@
def test_fees(self):
student = get_random("Student")
+ program = make_program_and_linked_courses("_Test Program 1", ["_Test Course 1", "_Test Course 2"])
fee = frappe.new_doc("Fees")
fee.posting_date = nowdate()
fee.due_date = nowdate()
@@ -23,6 +24,7 @@
fee.income_account = "Sales - _TC"
fee.cost_center = "_Test Cost Center - _TC"
fee.company = "_Test Company"
+ fee.program = program.name
fee.extend("components", [
{
diff --git a/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py b/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py
index 207351f..4ee5f6b 100644
--- a/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py
+++ b/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py
@@ -7,6 +7,8 @@
import frappe
from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_clinical_procedure_template
+test_dependencies = ['Item']
+
class TestClinicalProcedure(unittest.TestCase):
def test_procedure_template_item(self):
patient, medical_department, practitioner = create_healthcare_docs()
diff --git a/erpnext/healthcare/doctype/inpatient_record/inpatient_record.js b/erpnext/healthcare/doctype/inpatient_record/inpatient_record.js
index 971e166..60f0f9d 100644
--- a/erpnext/healthcare/doctype/inpatient_record/inpatient_record.js
+++ b/erpnext/healthcare/doctype/inpatient_record/inpatient_record.js
@@ -134,7 +134,7 @@
{fieldtype: 'Link', label: 'Leave From', fieldname: 'leave_from', options: 'Healthcare Service Unit', reqd: 1, read_only:1},
{fieldtype: 'Link', label: 'Service Unit Type', fieldname: 'service_unit_type', options: 'Healthcare Service Unit Type'},
{fieldtype: 'Link', label: 'Transfer To', fieldname: 'service_unit', options: 'Healthcare Service Unit', reqd: 1},
- {fieldtype: 'Datetime', label: 'Check In', fieldname: 'check_in', reqd: 1}
+ {fieldtype: 'Datetime', label: 'Check In', fieldname: 'check_in', reqd: 1, default: frappe.datetime.now_datetime()}
],
primary_action_label: __('Transfer'),
primary_action : function() {
@@ -147,7 +147,12 @@
if(dialog.get_value('service_unit')){
service_unit = dialog.get_value('service_unit');
}
- if(!check_in){
+ if(check_in > frappe.datetime.now_datetime()){
+ frappe.msgprint({
+ title: __('Not Allowed'),
+ message: __('Check-in time cannot be greater than the current time'),
+ indicator: 'red'
+ });
return;
}
frappe.call({
diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
index f7ed31b..2d6b645 100644
--- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
+++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
@@ -226,7 +226,9 @@
primary_action_label: __('Book'),
primary_action: function() {
frm.set_value('appointment_time', selected_slot);
- frm.set_value('duration', duration);
+ if (!frm.doc.duration) {
+ frm.set_value('duration', duration);
+ }
frm.set_value('practitioner', d.get_value('practitioner'));
frm.set_value('department', d.get_value('department'));
frm.set_value('appointment_date', d.get_value('appointment_date'));
diff --git a/erpnext/hooks.py b/erpnext/hooks.py
index 95a836f..463ad6c 100644
--- a/erpnext/hooks.py
+++ b/erpnext/hooks.py
@@ -322,7 +322,8 @@
"erpnext.crm.doctype.email_campaign.email_campaign.set_email_campaign_status",
"erpnext.selling.doctype.quotation.quotation.set_expired_status",
"erpnext.healthcare.doctype.patient_appointment.patient_appointment.update_appointment_status",
- "erpnext.buying.doctype.supplier_quotation.supplier_quotation.set_expired_status"
+ "erpnext.buying.doctype.supplier_quotation.supplier_quotation.set_expired_status",
+ "erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.send_auto_email"
],
"daily_long": [
"erpnext.setup.doctype.email_digest.email_digest.send",
diff --git a/erpnext/hr/desk_page/hr/hr.json b/erpnext/hr/desk_page/hr/hr.json
index 0fed8d3..895cf72 100644
--- a/erpnext/hr/desk_page/hr/hr.json
+++ b/erpnext/hr/desk_page/hr/hr.json
@@ -78,7 +78,7 @@
"idx": 0,
"is_standard": 1,
"label": "HR",
- "modified": "2020-06-16 19:20:50.976045",
+ "modified": "2020-08-11 17:04:38.655417",
"modified_by": "Administrator",
"module": "HR",
"name": "HR",
@@ -88,7 +88,7 @@
"pin_to_top": 0,
"shortcuts": [
{
- "color": "#9deca2",
+ "color": "#cef6d1",
"format": "{} Active",
"label": "Employee",
"link_to": "Employee",
@@ -96,12 +96,7 @@
"type": "DocType"
},
{
- "label": "Attendance",
- "link_to": "Attendance",
- "stats_filter": "",
- "type": "DocType"
- },
- {
+ "color": "#ffe8cd",
"format": "{} Open",
"label": "Leave Application",
"link_to": "Leave Application",
@@ -109,6 +104,12 @@
"type": "DocType"
},
{
+ "label": "Attendance",
+ "link_to": "Attendance",
+ "stats_filter": "",
+ "type": "DocType"
+ },
+ {
"label": "Job Applicant",
"link_to": "Job Applicant",
"type": "DocType"
diff --git a/erpnext/hr/doctype/department/department.json b/erpnext/hr/doctype/department/department.json
index a54c1d1..dcb6a74 100644
--- a/erpnext/hr/doctype/department/department.json
+++ b/erpnext/hr/doctype/department/department.json
@@ -17,10 +17,10 @@
"payroll_cost_center",
"column_break_9",
"leave_block_list",
- "leave_section",
+ "approvers",
"leave_approvers",
- "expense_section",
"expense_approvers",
+ "shift_request_approver",
"lft",
"rgt",
"old_parent"
@@ -33,14 +33,18 @@
"label": "Department",
"oldfieldname": "department_name",
"oldfieldtype": "Data",
- "reqd": 1
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "parent_department",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Parent Department",
- "options": "Department"
+ "options": "Department",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "company",
@@ -48,7 +52,9 @@
"in_standard_filter": 1,
"label": "Company",
"options": "Company",
- "reqd": 1
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
},
{
"bold": 1,
@@ -56,17 +62,23 @@
"fieldname": "is_group",
"fieldtype": "Check",
"in_list_view": 1,
- "label": "Is Group"
+ "label": "Is Group",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"default": "0",
"fieldname": "disabled",
"fieldtype": "Check",
- "label": "Disabled"
+ "label": "Disabled",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "section_break_4",
- "fieldtype": "Section Break"
+ "fieldtype": "Section Break",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"description": "Days for which Holidays are blocked for this department.",
@@ -74,31 +86,25 @@
"fieldtype": "Link",
"in_list_view": 1,
"label": "Leave Block List",
- "options": "Leave Block List"
+ "options": "Leave Block List",
+ "show_days": 1,
+ "show_seconds": 1
},
{
- "fieldname": "leave_section",
- "fieldtype": "Section Break",
- "label": "Leave Approvers"
- },
- {
- "description": "The first Leave Approver in the list will be set as the default Leave Approver.",
"fieldname": "leave_approvers",
"fieldtype": "Table",
"label": "Leave Approver",
- "options": "Department Approver"
+ "options": "Department Approver",
+ "show_days": 1,
+ "show_seconds": 1
},
{
- "fieldname": "expense_section",
- "fieldtype": "Section Break",
- "label": "Expense Approvers"
- },
- {
- "description": "The first Expense Approver in the list will be set as the default Expense Approver.",
"fieldname": "expense_approvers",
"fieldtype": "Table",
"label": "Expense Approver",
- "options": "Department Approver"
+ "options": "Department Approver",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "lft",
@@ -106,7 +112,9 @@
"hidden": 1,
"label": "lft",
"print_hide": 1,
- "read_only": 1
+ "read_only": 1,
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "rgt",
@@ -114,7 +122,9 @@
"hidden": 1,
"label": "rgt",
"print_hide": 1,
- "read_only": 1
+ "read_only": 1,
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "old_parent",
@@ -122,28 +132,52 @@
"hidden": 1,
"ignore_user_permissions": 1,
"label": "Old Parent",
- "print_hide": 1
+ "print_hide": 1,
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "column_break_3",
- "fieldtype": "Column Break"
+ "fieldtype": "Column Break",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "payroll_cost_center",
"fieldtype": "Link",
"label": "Payroll Cost Center",
- "options": "Cost Center"
+ "options": "Cost Center",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "column_break_9",
- "fieldtype": "Column Break"
+ "fieldtype": "Column Break",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "description": "The first Approver in the list will be set as the default Approver.",
+ "fieldname": "approvers",
+ "fieldtype": "Section Break",
+ "label": "Approvers",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "shift_request_approver",
+ "fieldtype": "Table",
+ "label": "Shift Request Approver",
+ "options": "Department Approver",
+ "show_days": 1,
+ "show_seconds": 1
}
],
"icon": "fa fa-sitemap",
"idx": 1,
"is_tree": 1,
"links": [],
- "modified": "2020-05-05 18:49:28.503931",
+ "modified": "2020-06-23 15:42:00.563272",
"modified_by": "Administrator",
"module": "HR",
"name": "Department",
diff --git a/erpnext/hr/doctype/department_approver/department_approver.py b/erpnext/hr/doctype/department_approver/department_approver.py
index afd54b8..9b2de0e 100644
--- a/erpnext/hr/doctype/department_approver/department_approver.py
+++ b/erpnext/hr/doctype/department_approver/department_approver.py
@@ -15,12 +15,12 @@
def get_approvers(doctype, txt, searchfield, start, page_len, filters):
if not filters.get("employee"):
- frappe.throw(_("Please select Employee Record first."))
+ frappe.throw(_("Please select Employee first."))
approvers = []
department_details = {}
department_list = []
- employee = frappe.get_value("Employee", filters.get("employee"), ["department", "leave_approver", "expense_approver"], as_dict=True)
+ employee = frappe.get_value("Employee", filters.get("employee"), ["department", "leave_approver", "expense_approver", "shift_request_approver"], as_dict=True)
employee_department = filters.get("department") or employee.department
if employee_department:
@@ -37,13 +37,18 @@
if filters.get("doctype") == "Expense Claim" and employee.expense_approver:
approvers.append(frappe.db.get_value("User", employee.expense_approver, ['name', 'first_name', 'last_name']))
+ if filters.get("doctype") == "Shift Request" and employee.shift_request_approver:
+ approvers.append(frappe.db.get_value("User", employee.shift_request_approver, ['name', 'first_name', 'last_name']))
if filters.get("doctype") == "Leave Application":
parentfield = "leave_approvers"
field_name = "Leave Approver"
- else:
+ elif filters.get("doctype") == "Expense Claim":
parentfield = "expense_approvers"
field_name = "Expense Approver"
+ elif filters.get("doctype") == "Shift Request":
+ parentfield = "shift_request_approver"
+ field_name = "Shift Request Approver"
if department_list:
for d in department_list:
approvers += frappe.db.sql("""select user.name, user.first_name, user.last_name from
diff --git a/erpnext/hr/doctype/employee/employee.json b/erpnext/hr/doctype/employee/employee.json
index f2afe06..8c02e4f 100644
--- a/erpnext/hr/doctype/employee/employee.json
+++ b/erpnext/hr/doctype/employee/employee.json
@@ -51,10 +51,14 @@
"column_break_31",
"grade",
"branch",
+ "approvers_section",
+ "expense_approver",
+ "leave_approver",
+ "column_break_45",
+ "shift_request_approver",
"attendance_and_leave_details",
"leave_policy",
"attendance_device_id",
- "leave_approver",
"column_break_44",
"holiday_list",
"default_shift",
@@ -62,7 +66,6 @@
"salary_mode",
"payroll_cost_center",
"column_break_52",
- "expense_approver",
"bank_name",
"bank_ac_no",
"health_insurance_section",
@@ -806,14 +809,37 @@
"fieldname": "expense_approver",
"fieldtype": "Link",
"label": "Expense Approver",
- "options": "User"
+ "options": "User",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "approvers_section",
+ "fieldtype": "Section Break",
+ "label": "Approvers",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "column_break_45",
+ "fieldtype": "Column Break",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "shift_request_approver",
+ "fieldtype": "Link",
+ "label": "Shift Request Approver",
+ "options": "User",
+ "show_days": 1,
+ "show_seconds": 1
}
],
"icon": "fa fa-user",
"idx": 24,
"image_field": "image",
"links": [],
- "modified": "2020-07-03 21:28:04.109189",
+ "modified": "2020-07-28 01:36:04.109189",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee",
diff --git a/erpnext/hr/doctype/expense_claim/expense_claim_list.js b/erpnext/hr/doctype/expense_claim/expense_claim_list.js
index 6195ad4..9bafc18 100644
--- a/erpnext/hr/doctype/expense_claim/expense_claim_list.js
+++ b/erpnext/hr/doctype/expense_claim/expense_claim_list.js
@@ -1,5 +1,5 @@
frappe.listview_settings['Expense Claim'] = {
- add_fields: ["total_claimed_amount", "docstatus"],
+ add_fields: ["total_claimed_amount", "docstatus", "company"],
get_indicator: function(doc) {
if(doc.status == "Paid") {
return [__("Paid"), "green", "status,=,Paid"];
diff --git a/erpnext/hr/doctype/job_offer/job_offer.py b/erpnext/hr/doctype/job_offer/job_offer.py
index e7e1a37..c397a3f 100644
--- a/erpnext/hr/doctype/job_offer/job_offer.py
+++ b/erpnext/hr/doctype/job_offer/job_offer.py
@@ -3,6 +3,7 @@
from __future__ import unicode_literals
import frappe
+from frappe.utils import cint
from frappe.model.document import Document
from frappe.model.mapper import get_mapped_doc
from frappe import _
@@ -24,8 +25,12 @@
check_vacancies = frappe.get_single("HR Settings").check_vacancies
if staffing_plan and check_vacancies:
job_offers = self.get_job_offer(staffing_plan.from_date, staffing_plan.to_date)
- if staffing_plan.vacancies - len(job_offers) <= 0:
- frappe.throw(_("There are no vacancies under staffing plan {0}").format(frappe.bold(get_link_to_form("Staffing Plan", staffing_plan.parent))))
+ if not staffing_plan.get("vacancies") or cint(staffing_plan.vacancies) - len(job_offers) <= 0:
+ error_variable = 'for ' + frappe.bold(self.designation)
+ if staffing_plan.get("parent"):
+ error_variable = frappe.bold(get_link_to_form("Staffing Plan", staffing_plan.parent))
+
+ frappe.throw(_("There are no vacancies under staffing plan {0}").format(error_variable))
def on_change(self):
update_job_applicant(self.status, self.job_applicant)
@@ -60,7 +65,7 @@
AND %s between sp.from_date and sp.to_date
""", (designation, company, offer_date), as_dict=1)
- return frappe._dict(detail[0]) if detail else None
+ return frappe._dict(detail[0]) if (detail and detail[0].parent) else None
@frappe.whitelist()
def make_employee(source_name, target_doc=None):
diff --git a/erpnext/hr/doctype/leave_allocation/leave_allocation.js b/erpnext/hr/doctype/leave_allocation/leave_allocation.js
index 210a73c..e9e129c 100755
--- a/erpnext/hr/doctype/leave_allocation/leave_allocation.js
+++ b/erpnext/hr/doctype/leave_allocation/leave_allocation.js
@@ -5,20 +5,23 @@
frappe.ui.form.on("Leave Allocation", {
onload: function(frm) {
+ // Ignore cancellation of doctype on cancel all.
+ frm.ignore_doctypes_on_cancel_all = ["Leave Ledger Entry"];
+
if(!frm.doc.from_date) frm.set_value("from_date", frappe.datetime.get_today());
frm.set_query("employee", function() {
return {
query: "erpnext.controllers.queries.employee_query"
- }
+ };
});
frm.set_query("leave_type", function() {
return {
filters: {
is_lwp: 0
}
- }
- })
+ };
+ });
},
refresh: function(frm) {
diff --git a/erpnext/hr/doctype/leave_application/leave_application.js b/erpnext/hr/doctype/leave_application/leave_application.js
index 4001a45..d62e418 100755
--- a/erpnext/hr/doctype/leave_application/leave_application.js
+++ b/erpnext/hr/doctype/leave_application/leave_application.js
@@ -19,6 +19,10 @@
frm.set_query("employee", erpnext.queries.employee);
},
onload: function(frm) {
+
+ // Ignore cancellation of doctype on cancel all.
+ frm.ignore_doctypes_on_cancel_all = ["Leave Ledger Entry"];
+
if (!frm.doc.posting_date) {
frm.set_value("posting_date", frappe.datetime.get_today());
}
diff --git a/erpnext/hr/doctype/leave_encashment/leave_encashment.js b/erpnext/hr/doctype/leave_encashment/leave_encashment.js
index 701c2f0..71a3422 100644
--- a/erpnext/hr/doctype/leave_encashment/leave_encashment.js
+++ b/erpnext/hr/doctype/leave_encashment/leave_encashment.js
@@ -2,6 +2,10 @@
// For license information, please see license.txt
frappe.ui.form.on('Leave Encashment', {
+ onload: function(frm) {
+ // Ignore cancellation of doctype on cancel all.
+ frm.ignore_doctypes_on_cancel_all = ["Leave Ledger Entry"];
+ },
setup: function(frm) {
frm.set_query("leave_type", function() {
return {
@@ -33,7 +37,7 @@
doc: frm.doc,
callback: function(r) {
frm.refresh_fields();
- }
+ }
});
}
}
diff --git a/erpnext/hr/doctype/shift_assignment/shift_assignment.json b/erpnext/hr/doctype/shift_assignment/shift_assignment.json
index 72cbba8..ce2a10f 100644
--- a/erpnext/hr/doctype/shift_assignment/shift_assignment.json
+++ b/erpnext/hr/doctype/shift_assignment/shift_assignment.json
@@ -10,9 +10,11 @@
"employee",
"employee_name",
"shift_type",
+ "status",
"column_break_3",
"company",
- "date",
+ "start_date",
+ "end_date",
"shift_request",
"department",
"amended_from"
@@ -60,12 +62,6 @@
"reqd": 1
},
{
- "fieldname": "date",
- "fieldtype": "Date",
- "in_list_view": 1,
- "label": "Date"
- },
- {
"fieldname": "shift_request",
"fieldtype": "Link",
"label": "Shift Request",
@@ -80,11 +76,36 @@
"options": "Shift Assignment",
"print_hide": 1,
"read_only": 1
+ },
+ {
+ "fieldname": "start_date",
+ "fieldtype": "Date",
+ "in_list_view": 1,
+ "label": "Start Date",
+ "reqd": 1
+ },
+ {
+ "allow_on_submit": 1,
+ "fieldname": "end_date",
+ "fieldtype": "Date",
+ "label": "End Date",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "allow_on_submit": 1,
+ "default": "Active",
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "label": "Status",
+ "options": "Active\nInactive",
+ "show_days": 1,
+ "show_seconds": 1
}
],
"is_submittable": 1,
"links": [],
- "modified": "2019-12-12 15:49:06.956901",
+ "modified": "2020-06-15 14:27:54.310773",
"modified_by": "Administrator",
"module": "HR",
"name": "Shift Assignment",
diff --git a/erpnext/hr/doctype/shift_assignment/shift_assignment.py b/erpnext/hr/doctype/shift_assignment/shift_assignment.py
index 40c78cd..f8b7334 100644
--- a/erpnext/hr/doctype/shift_assignment/shift_assignment.py
+++ b/erpnext/hr/doctype/shift_assignment/shift_assignment.py
@@ -11,38 +11,63 @@
from erpnext.hr.doctype.holiday_list.holiday_list import is_holiday
from datetime import timedelta, datetime
-class OverlapError(frappe.ValidationError): pass
-
class ShiftAssignment(Document):
def validate(self):
self.validate_overlapping_dates()
+ if self.end_date and self.end_date <= self.start_date:
+ frappe.throw(_("End Date must not be lesser than Start Date"))
+
def validate_overlapping_dates(self):
- if not self.name:
- self.name = "New Shift Assignment"
+ if not self.name:
+ self.name = "New Shift Assignment"
- d = frappe.db.sql("""
- select
- name, shift_type, date
- from `tabShift Assignment`
- where employee = %(employee)s and docstatus < 2
- and date = %(date)s
- and name != %(name)s""", {
- "employee": self.employee,
- "shift_type": self.shift_type,
- "date": self.date,
- "name": self.name
- }, as_dict = 1)
+ condition = """and (
+ end_date is null
+ or
+ %(start_date)s between start_date and end_date
+ """
- for date_overlap in d:
- if date_overlap['name']:
- self.throw_overlap_error(date_overlap)
+ if self.end_date:
+ condition += """ or
+ %(end_date)s between start_date and end_date
+ or
+ start_date between %(start_date)s and %(end_date)s
+ ) """
+ else:
+ condition += """ ) """
- def throw_overlap_error(self, d):
- msg = _("Employee {0} has already applied for {1} on {2} : ").format(self.employee,
- d['shift_type'], formatdate(d['date'])) \
- + """ <b><a href="#Form/Shift Assignment/{0}">{0}</a></b>""".format(d["name"])
- frappe.throw(msg, OverlapError)
+ assigned_shifts = frappe.db.sql("""
+ select name, shift_type, start_date ,end_date, docstatus, status
+ from `tabShift Assignment`
+ where
+ employee=%(employee)s and docstatus = 1
+ and name != %(name)s
+ and status = "Active"
+ {0}
+ """.format(condition), {
+ "employee": self.employee,
+ "shift_type": self.shift_type,
+ "start_date": self.start_date,
+ "end_date": self.end_date,
+ "name": self.name
+ }, as_dict = 1)
+
+ if len(assigned_shifts):
+ self.throw_overlap_error(assigned_shifts[0])
+
+ def throw_overlap_error(self, shift_details):
+ shift_details = frappe._dict(shift_details)
+ if shift_details.docstatus == 1 and shift_details.status == "Active":
+ msg = _("Employee {0} already has Active Shift {1}: {2}").format(frappe.bold(self.employee), frappe.bold(self.shift_type), frappe.bold(shift_details.name))
+ if shift_details.start_date:
+ msg += _(" from {0}").format(getdate(self.start_date).strftime("%d-%m-%Y"))
+ title = "Ongoing Shift"
+ if shift_details.end_date:
+ msg += _(" to {0}").format(getdate(self.end_date).strftime("%d-%m-%Y"))
+ title = "Active Shift"
+ if msg:
+ frappe.throw(msg, title=title)
@frappe.whitelist()
def get_events(start, end, filters=None):
@@ -62,19 +87,22 @@
return events
def add_assignments(events, start, end, conditions=None):
- query = """select name, date, employee_name,
+ query = """select name, start_date, end_date, employee_name,
employee, docstatus
from `tabShift Assignment` where
- date <= %(date)s
- and docstatus < 2"""
+ start_date >= %(start_date)s
+ or end_date <= %(end_date)s
+ or (%(start_date)s between start_date and end_date and %(end_date)s between start_date and end_date)
+ and docstatus = 1"""
if conditions:
query += conditions
- for d in frappe.db.sql(query, {"date":start, "date":end}, as_dict=True):
+ for d in frappe.db.sql(query, {"start_date":start, "end_date":end}, as_dict=True):
e = {
"name": d.name,
"doctype": "Shift Assignment",
- "date": d.date,
+ "start_date": d.start_date,
+ "end_date": d.end_date if d.end_date else nowdate(),
"title": cstr(d.employee_name) + \
cstr(d.shift_type),
"docstatus": d.docstatus
@@ -92,7 +120,16 @@
:param next_shift_direction: One of: None, 'forward', 'reverse'. Direction to look for next shift if shift not found on given date.
"""
default_shift = frappe.db.get_value('Employee', employee, 'default_shift')
- shift_type_name = frappe.db.get_value('Shift Assignment', {'employee':employee, 'date': for_date, 'docstatus': '1'}, 'shift_type')
+ shift_type_name = None
+ shift_assignment_details = frappe.db.get_value('Shift Assignment', {'employee':employee, 'start_date':('<=', for_date), 'docstatus': '1', 'status': "Active"}, ['shift_type', 'end_date'])
+
+ if shift_assignment_details:
+ shift_type_name = shift_assignment_details[0]
+
+ # if end_date present means that shift is over after end_date else it is a ongoing shift.
+ if shift_assignment_details[1] and for_date >= shift_assignment_details[1] :
+ shift_type_name = None
+
if not shift_type_name and consider_default_shift:
shift_type_name = default_shift
if shift_type_name:
@@ -117,16 +154,20 @@
direction = '<' if next_shift_direction == 'reverse' else '>'
sort_order = 'desc' if next_shift_direction == 'reverse' else 'asc'
dates = frappe.db.get_all('Shift Assignment',
- 'date',
- {'employee':employee, 'date':(direction, for_date), 'docstatus': '1'},
+ ['start_date', 'end_date'],
+ {'employee':employee, 'start_date':(direction, for_date), 'docstatus': '1', "status": "Active"},
as_list=True,
- limit=MAX_DAYS, order_by="date "+sort_order)
- for date in dates:
- shift_details = get_employee_shift(employee, date[0], consider_default_shift, None)
- if shift_details:
- shift_type_name = shift_details.shift_type.name
- for_date = date[0]
- break
+ limit=MAX_DAYS, order_by="start_date "+sort_order)
+
+ if dates:
+ for date in dates:
+ if date[1] and date[1] < for_date:
+ continue
+ shift_details = get_employee_shift(employee, date[0], consider_default_shift, None)
+ if shift_details:
+ shift_type_name = shift_details.shift_type.name
+ for_date = date[0]
+ break
return get_shift_details(shift_type_name, for_date)
@@ -134,7 +175,7 @@
def get_employee_shift_timings(employee, for_timestamp=now_datetime(), consider_default_shift=False):
"""Returns previous shift, current/upcoming shift, next_shift for the given timestamp and employee
"""
- # write and verify a test case for midnight shift.
+ # write and verify a test case for midnight shift.
prev_shift = curr_shift = next_shift = None
curr_shift = get_employee_shift(employee, for_timestamp.date(), consider_default_shift, 'forward')
if curr_shift:
diff --git a/erpnext/hr/doctype/shift_assignment/shift_assignment_calendar.js b/erpnext/hr/doctype/shift_assignment/shift_assignment_calendar.js
index c2c9bc0..17a986d 100644
--- a/erpnext/hr/doctype/shift_assignment/shift_assignment_calendar.js
+++ b/erpnext/hr/doctype/shift_assignment/shift_assignment_calendar.js
@@ -3,8 +3,8 @@
frappe.views.calendar["Shift Assignment"] = {
field_map: {
- "start": "date",
- "end": "date",
+ "start": "start_date",
+ "end": "end_date",
"id": "name",
"docstatus": 1
},
diff --git a/erpnext/hr/doctype/shift_assignment/test_shift_assignment.py b/erpnext/hr/doctype/shift_assignment/test_shift_assignment.py
index 7fe80a2..4c3c1ed 100644
--- a/erpnext/hr/doctype/shift_assignment/test_shift_assignment.py
+++ b/erpnext/hr/doctype/shift_assignment/test_shift_assignment.py
@@ -5,7 +5,7 @@
import frappe
import unittest
-from frappe.utils import nowdate
+from frappe.utils import nowdate, add_days
test_dependencies = ["Shift Type"]
@@ -20,8 +20,61 @@
"shift_type": "Day Shift",
"company": "_Test Company",
"employee": "_T-Employee-00001",
- "date": nowdate()
+ "start_date": nowdate()
}).insert()
shift_assignment.submit()
self.assertEqual(shift_assignment.docstatus, 1)
+
+ def test_overlapping_for_ongoing_shift(self):
+ # shift should be Ongoing if Only start_date is present and status = Active
+
+ shift_assignment_1 = frappe.get_doc({
+ "doctype": "Shift Assignment",
+ "shift_type": "Day Shift",
+ "company": "_Test Company",
+ "employee": "_T-Employee-00001",
+ "start_date": nowdate(),
+ "status": 'Active'
+ }).insert()
+ shift_assignment_1.submit()
+
+ self.assertEqual(shift_assignment_1.docstatus, 1)
+
+ shift_assignment = frappe.get_doc({
+ "doctype": "Shift Assignment",
+ "shift_type": "Day Shift",
+ "company": "_Test Company",
+ "employee": "_T-Employee-00001",
+ "start_date": add_days(nowdate(), 2)
+ })
+
+ self.assertRaises(frappe.ValidationError, shift_assignment.save)
+
+ def test_overlapping_for_fixed_period_shift(self):
+ # shift should is for Fixed period if Only start_date and end_date both are present and status = Active
+
+ shift_assignment_1 = frappe.get_doc({
+ "doctype": "Shift Assignment",
+ "shift_type": "Day Shift",
+ "company": "_Test Company",
+ "employee": "_T-Employee-00001",
+ "start_date": nowdate(),
+ "end_date": add_days(nowdate(), 30),
+ "status": 'Active'
+ }).insert()
+ shift_assignment_1.submit()
+
+
+ # it should not allowed within period of any shift.
+ shift_assignment_3 = frappe.get_doc({
+ "doctype": "Shift Assignment",
+ "shift_type": "Day Shift",
+ "company": "_Test Company",
+ "employee": "_T-Employee-00001",
+ "start_date":add_days(nowdate(), 10),
+ "end_date": add_days(nowdate(), 35),
+ "status": 'Active'
+ })
+
+ self.assertRaises(frappe.ValidationError, shift_assignment_3.save)
\ No newline at end of file
diff --git a/erpnext/hr/doctype/shift_request/shift_request.js b/erpnext/hr/doctype/shift_request/shift_request.js
index 1db7c7d..b17a6f3 100644
--- a/erpnext/hr/doctype/shift_request/shift_request.js
+++ b/erpnext/hr/doctype/shift_request/shift_request.js
@@ -2,7 +2,16 @@
// For license information, please see license.txt
frappe.ui.form.on('Shift Request', {
- refresh: function(frm) {
-
- }
+ setup: function(frm) {
+ frm.set_query("approver", function() {
+ return {
+ query: "erpnext.hr.doctype.department_approver.department_approver.get_approvers",
+ filters: {
+ employee: frm.doc.employee,
+ doctype: frm.doc.doctype
+ }
+ };
+ });
+ frm.set_query("employee", erpnext.queries.employee);
+ },
});
diff --git a/erpnext/hr/doctype/shift_request/shift_request.json b/erpnext/hr/doctype/shift_request/shift_request.json
index dd05647..64cbdff 100644
--- a/erpnext/hr/doctype/shift_request/shift_request.json
+++ b/erpnext/hr/doctype/shift_request/shift_request.json
@@ -1,396 +1,155 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 0,
- "autoname": "HR-SHR-.YY.-.MM.-.#####",
- "beta": 0,
- "creation": "2018-04-13 16:32:27.974273",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "",
- "editable_grid": 1,
- "engine": "InnoDB",
+ "actions": [],
+ "allow_import": 1,
+ "autoname": "HR-SHR-.YY.-.MM.-.#####",
+ "creation": "2018-04-13 16:32:27.974273",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "shift_type",
+ "employee",
+ "employee_name",
+ "department",
+ "status",
+ "column_break_4",
+ "company",
+ "approver",
+ "from_date",
+ "to_date",
+ "amended_from"
+ ],
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "shift_type",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 0,
- "label": "Shift Type",
- "length": 0,
- "no_copy": 0,
- "options": "Shift Type",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "shift_type",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Shift Type",
+ "options": "Shift Type",
+ "reqd": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "employee",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 0,
- "label": "Employee",
- "length": 0,
- "no_copy": 0,
- "options": "Employee",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Employee",
+ "options": "Employee",
+ "reqd": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fetch_from": "employee.employee_name",
- "fieldname": "employee_name",
- "fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Employee Name",
- "length": 0,
- "no_copy": 0,
- "options": "",
- "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
- },
+ "fetch_from": "employee.employee_name",
+ "fieldname": "employee_name",
+ "fieldtype": "Data",
+ "label": "Employee Name",
+ "read_only": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fetch_from": "employee.department",
- "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": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fetch_from": "employee.department",
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "label": "Department",
+ "options": "Department",
+ "read_only": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "column_break_4",
- "fieldtype": "Column Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "column_break_4",
+ "fieldtype": "Column Break"
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "company",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 0,
- "label": "Company",
- "length": 0,
- "no_copy": 0,
- "options": "Company",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Company",
+ "options": "Company",
+ "reqd": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "from_date",
- "fieldtype": "Date",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "From Date",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "from_date",
+ "fieldtype": "Date",
+ "label": "From Date",
+ "reqd": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "to_date",
- "fieldtype": "Date",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "To Date",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "to_date",
+ "fieldtype": "Date",
+ "label": "To Date"
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "amended_from",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Amended From",
- "length": 0,
- "no_copy": 1,
- "options": "Shift Request",
- "permlevel": 0,
- "print_hide": 1,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "label": "Amended From",
+ "no_copy": 1,
+ "options": "Shift Request",
+ "print_hide": 1,
+ "read_only": 1
+ },
+ {
+ "default": "Draft",
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "label": "Status",
+ "options": "Draft\nApproved\nRejected",
+ "reqd": 1
+ },
+ {
+ "fetch_from": "employee.shift_request_approver",
+ "fetch_if_empty": 1,
+ "fieldname": "approver",
+ "fieldtype": "Link",
+ "label": "Approver",
+ "options": "User",
+ "reqd": 1
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "idx": 0,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 1,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2018-08-21 16:15:36.577448",
- "modified_by": "Administrator",
- "module": "HR",
- "name": "Shift Request",
- "name_case": "",
- "owner": "Administrator",
+ ],
+ "is_submittable": 1,
+ "links": [],
+ "modified": "2020-08-10 17:59:31.550558",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Shift Request",
+ "owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "cancel": 0,
- "create": 1,
- "delete": 0,
- "email": 1,
- "export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Employee",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 1,
+ "create": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Employee",
+ "share": 1,
"write": 1
- },
+ },
{
- "amend": 1,
- "cancel": 1,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "HR Manager",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 1,
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "share": 1,
+ "submit": 1,
"write": 1
- },
+ },
{
- "amend": 0,
- "cancel": 0,
- "create": 1,
- "delete": 0,
- "email": 1,
- "export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "HR User",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 1,
+ "create": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "share": 1,
+ "submit": 1,
"write": 1
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 0,
- "show_name_in_global_search": 0,
- "sort_field": "modified",
- "sort_order": "DESC",
- "title_field": "employee_name",
- "track_changes": 1,
- "track_seen": 0,
- "track_views": 0
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/shift_request/shift_request.py b/erpnext/hr/doctype/shift_request/shift_request.py
index ff5de08..1c2801b 100644
--- a/erpnext/hr/doctype/shift_request/shift_request.py
+++ b/erpnext/hr/doctype/shift_request/shift_request.py
@@ -14,19 +14,26 @@
def validate(self):
self.validate_dates()
self.validate_shift_request_overlap_dates()
+ self.validate_approver()
+ self.validate_default_shift()
def on_submit(self):
- date_list = self.get_working_days(self.from_date, self.to_date)
- for date in date_list:
+ if self.status not in ["Approved", "Rejected"]:
+ frappe.throw(_("Only Shift Request with status 'Approved' and 'Rejected' can be submitted"))
+ if self.status == "Approved":
assignment_doc = frappe.new_doc("Shift Assignment")
assignment_doc.company = self.company
assignment_doc.shift_type = self.shift_type
assignment_doc.employee = self.employee
- assignment_doc.date = date
+ assignment_doc.start_date = self.from_date
+ if self.to_date:
+ assignment_doc.end_date = self.to_date
assignment_doc.shift_request = self.name
assignment_doc.insert()
assignment_doc.submit()
+ frappe.msgprint(_("Shift Assignment: {0} created for Employee: {1}").format(frappe.bold(assignment_doc.name), frappe.bold(self.employee)))
+
def on_cancel(self):
shift_assignment_list = frappe.get_list("Shift Assignment", {'employee': self.employee, 'shift_request': self.name})
if shift_assignment_list:
@@ -34,6 +41,19 @@
shift_assignment_doc = frappe.get_doc("Shift Assignment", shift['name'])
shift_assignment_doc.cancel()
+ def validate_default_shift(self):
+ default_shift = frappe.get_value("Employee", self.employee, "default_shift")
+ if self.shift_type == default_shift:
+ frappe.throw(_("You can not request for your Default Shift: {0}").format(frappe.bold(self.shift_type)))
+
+ def validate_approver(self):
+ department = frappe.get_value("Employee", self.employee, "department")
+ shift_approver = frappe.get_value("Employee", self.employee, "shift_request_approver")
+ approvers = frappe.db.sql("""select approver from `tabDepartment Approver` where parent= %s and parentfield = 'shift_request_approver'""", (department))
+ approvers = [approver[0] for approver in approvers]
+ approvers.append(shift_approver)
+ if self.approver not in approvers:
+ frappe.throw(_("Only Approvers can Approve this Request."))
def validate_dates(self):
if self.from_date and self.to_date and (getdate(self.to_date) < getdate(self.from_date)):
@@ -68,28 +88,4 @@
msg = _("Employee {0} has already applied for {1} between {2} and {3} : ").format(self.employee,
d['shift_type'], formatdate(d['from_date']), formatdate(d['to_date'])) \
+ """ <b><a href="#Form/Shift Request/{0}">{0}</a></b>""".format(d["name"])
- frappe.throw(msg, OverlapError)
-
- def get_working_days(self, start_date, end_date):
- start_date, end_date = getdate(start_date), getdate(end_date)
-
- from datetime import timedelta
-
- date_list = []
- employee_holiday_list = []
-
- employee_holidays = frappe.db.sql("""select holiday_date from `tabHoliday`
- where parent in (select holiday_list from `tabEmployee`
- where name = %s)""",self.employee,as_dict=1)
-
- for d in employee_holidays:
- employee_holiday_list.append(d.holiday_date)
-
- reference_date = start_date
-
- while reference_date <= end_date:
- if reference_date not in employee_holiday_list:
- date_list.append(reference_date)
- reference_date += timedelta(days=1)
-
- return date_list
\ No newline at end of file
+ frappe.throw(msg, OverlapError)
\ No newline at end of file
diff --git a/erpnext/hr/doctype/shift_request/test_shift_request.py b/erpnext/hr/doctype/shift_request/test_shift_request.py
index 1d0cf71..3dcfcbf 100644
--- a/erpnext/hr/doctype/shift_request/test_shift_request.py
+++ b/erpnext/hr/doctype/shift_request/test_shift_request.py
@@ -5,7 +5,7 @@
import frappe
import unittest
-from frappe.utils import nowdate
+from frappe.utils import nowdate, add_days
class TestShiftRequest(unittest.TestCase):
def setUp(self):
@@ -13,14 +13,20 @@
frappe.db.sql("delete from `tab{doctype}`".format(doctype=doctype))
def test_make_shift_request(self):
+ department = frappe.get_value("Employee", "_T-Employee-00001", 'department')
+ set_shift_approver(department)
+ approver = frappe.db.sql("""select approver from `tabDepartment Approver` where parent= %s and parentfield = 'shift_request_approver'""", (department))[0][0]
+
shift_request = frappe.get_doc({
"doctype": "Shift Request",
"shift_type": "Day Shift",
"company": "_Test Company",
"employee": "_T-Employee-00001",
"employee_name": "_Test Employee",
- "start_date": nowdate(),
- "end_date": nowdate()
+ "from_date": nowdate(),
+ "to_date": add_days(nowdate(), 10),
+ "approver": approver,
+ "status": "Approved"
})
shift_request.insert()
shift_request.submit()
@@ -34,4 +40,10 @@
self.assertEqual(shift_request.employee, employee)
shift_request.cancel()
shift_assignment_doc = frappe.get_doc("Shift Assignment", {"shift_request": d.get('shift_request')})
- self.assertEqual(shift_assignment_doc.docstatus, 2)
\ No newline at end of file
+ self.assertEqual(shift_assignment_doc.docstatus, 2)
+
+def set_shift_approver(department):
+ department_doc = frappe.get_doc("Department", department)
+ department_doc.append('shift_request_approver',{'approver': "test1@example.com"})
+ department_doc.save()
+ department_doc.reload()
\ No newline at end of file
diff --git a/erpnext/hr/doctype/shift_type/shift_type.js b/erpnext/hr/doctype/shift_type/shift_type.js
index e633545..ba53312 100644
--- a/erpnext/hr/doctype/shift_type/shift_type.js
+++ b/erpnext/hr/doctype/shift_type/shift_type.js
@@ -4,7 +4,7 @@
frappe.ui.form.on('Shift Type', {
refresh: function(frm) {
frm.add_custom_button(
- 'Mark Auto Attendance',
+ 'Mark Attendance',
() => frm.call({
doc: frm.doc,
method: 'process_auto_attendance',
diff --git a/erpnext/hr/doctype/shift_type/shift_type.py b/erpnext/hr/doctype/shift_type/shift_type.py
index 1973564..054e7e3 100644
--- a/erpnext/hr/doctype/shift_type/shift_type.py
+++ b/erpnext/hr/doctype/shift_type/shift_type.py
@@ -79,9 +79,10 @@
mark_attendance(employee, date, 'Absent', self.name)
def get_assigned_employee(self, from_date=None, consider_default_shift=False):
- filters = {'date':('>=', from_date), 'shift_type': self.name, 'docstatus': '1'}
+ filters = {'start_date':('>', from_date), 'shift_type': self.name, 'docstatus': '1'}
if not from_date:
- del filters['date']
+ del filters["start_date"]
+
assigned_employees = frappe.get_all('Shift Assignment', 'employee', filters, as_list=True)
assigned_employees = [x[0] for x in assigned_employees]
diff --git a/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py b/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py
index db1d191..1b92358 100644
--- a/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py
+++ b/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py
@@ -132,6 +132,9 @@
if filters.get('employee'):
conditions['name'] = filters.get('employee')
+ if filters.get('company'):
+ conditions['company'] = filters.get('company')
+
return conditions
def get_department_leave_approver_map(department=None):
diff --git a/erpnext/loan_management/desk_page/loan/loan.json b/erpnext/loan_management/desk_page/loan/loan.json
index 48193b0..3bdd1ce 100644
--- a/erpnext/loan_management/desk_page/loan/loan.json
+++ b/erpnext/loan_management/desk_page/loan/loan.json
@@ -3,7 +3,7 @@
{
"hidden": 0,
"label": "Loan",
- "links": "[\n {\n \"description\": \"Loan Type for interest and penalty rates\",\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loan Applications from customers and employees.\",\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loans provided to customers and employees.\",\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n }\n]"
+ "links": "[\n {\n \"description\": \"Loan Type for interest and penalty rates\",\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loan Applications from customers and employees.\",\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n { \"dependencies\": [\n \"Loan Type\"\n ],\n \"description\": \"Loans provided to customers and employees.\",\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
diff --git a/erpnext/loan_management/doctype/loan/test_loan.py b/erpnext/loan_management/doctype/loan/test_loan.py
index 23815d598..b75f7bd 100644
--- a/erpnext/loan_management/doctype/loan/test_loan.py
+++ b/erpnext/loan_management/doctype/loan/test_loan.py
@@ -17,6 +17,7 @@
from erpnext.loan_management.doctype.loan.loan import create_loan_security_unpledge
from erpnext.loan_management.doctype.loan_security_unpledge.loan_security_unpledge import get_pledged_security_qty
from erpnext.loan_management.doctype.loan_application.loan_application import create_pledge
+from erpnext.loan_management.doctype.loan_disbursement.loan_disbursement import get_disbursal_amount
class TestLoan(unittest.TestCase):
def setUp(self):
@@ -323,6 +324,56 @@
self.assertEqual(loan.status, 'Closed')
self.assertEquals(sum(pledged_qty.values()), 0)
+ def test_disbursal_check_with_shortfall(self):
+ pledges = [{
+ "loan_security": "Test Security 2",
+ "qty": 8000.00,
+ "haircut": 50,
+ }]
+
+ loan_application = create_loan_application('_Test Company', self.applicant2,
+ 'Stock Loan', pledges, "Repay Over Number of Periods", 12)
+
+ create_pledge(loan_application)
+
+ loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12, loan_application)
+ loan.submit()
+
+ #Disbursing 7,00,000 from the allowed 10,00,000 according to security pledge
+ make_loan_disbursement_entry(loan.name, 700000)
+
+ frappe.db.sql("""UPDATE `tabLoan Security Price` SET loan_security_price = 100
+ where loan_security='Test Security 2'""")
+
+ create_process_loan_security_shortfall()
+ loan_security_shortfall = frappe.get_doc("Loan Security Shortfall", {"loan": loan.name})
+ self.assertTrue(loan_security_shortfall)
+
+ self.assertEqual(get_disbursal_amount(loan.name), 0)
+
+ frappe.db.sql(""" UPDATE `tabLoan Security Price` SET loan_security_price = 250
+ where loan_security='Test Security 2'""")
+
+ def test_disbursal_check_without_shortfall(self):
+ pledges = [{
+ "loan_security": "Test Security 2",
+ "qty": 8000.00,
+ "haircut": 50,
+ }]
+
+ loan_application = create_loan_application('_Test Company', self.applicant2,
+ 'Stock Loan', pledges, "Repay Over Number of Periods", 12)
+
+ create_pledge(loan_application)
+
+ loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12, loan_application)
+ loan.submit()
+
+ #Disbursing 7,00,000 from the allowed 10,00,000 according to security pledge
+ make_loan_disbursement_entry(loan.name, 700000)
+
+ self.assertEqual(get_disbursal_amount(loan.name), 300000)
+
def create_loan_accounts():
if not frappe.db.exists("Account", "Loans and Advances (Assets) - _TC"):
diff --git a/erpnext/loan_management/doctype/loan_application/loan_application.js b/erpnext/loan_management/doctype/loan_application/loan_application.js
index 6cf47bf..1365274 100644
--- a/erpnext/loan_management/doctype/loan_application/loan_application.js
+++ b/erpnext/loan_management/doctype/loan_application/loan_application.js
@@ -33,18 +33,18 @@
if (frm.doc.is_secured_loan) {
frappe.db.get_value("Loan Security Pledge", {"loan_application": frm.doc.name, "docstatus": 1}, "name", (r) => {
- if (!r) {
+ if (Object.keys(r).length === 0) {
frm.add_custom_button(__('Loan Security Pledge'), function() {
- frm.trigger('create_loan_security_pledge')
+ frm.trigger('create_loan_security_pledge');
},__('Create'))
}
});
}
frappe.db.get_value("Loan", {"loan_application": frm.doc.name, "docstatus": 1}, "name", (r) => {
- if (!r) {
+ if (Object.keys(r).length === 0) {
frm.add_custom_button(__('Loan'), function() {
- frm.trigger('create_loan')
+ frm.trigger('create_loan');
},__('Create'))
} else {
frm.set_df_property('status', 'read_only', 1);
@@ -54,7 +54,7 @@
},
create_loan: function(frm) {
if (frm.doc.status != "Approved") {
- frappe.throw(__("Cannot create loan until application is approved"))
+ frappe.throw(__("Cannot create loan until application is approved"));
}
frappe.model.open_mapped_doc({
@@ -112,16 +112,19 @@
frappe.ui.form.on("Proposed Pledge", {
loan_security: function(frm, cdt, cdn) {
let row = locals[cdt][cdn];
- frappe.call({
- method: "erpnext.loan_management.doctype.loan_security_price.loan_security_price.get_loan_security_price",
- args: {
- loan_security: row.loan_security
- },
- callback: function(r) {
- frappe.model.set_value(cdt, cdn, 'loan_security_price', r.message);
- frm.events.calculate_amounts(frm, cdt, cdn);
- }
- })
+
+ if (row.loan_security) {
+ frappe.call({
+ method: "erpnext.loan_management.doctype.loan_security_price.loan_security_price.get_loan_security_price",
+ args: {
+ loan_security: row.loan_security
+ },
+ callback: function(r) {
+ frappe.model.set_value(cdt, cdn, 'loan_security_price', r.message);
+ frm.events.calculate_amounts(frm, cdt, cdn);
+ }
+ })
+ }
},
amount: function(frm, cdt, cdn) {
diff --git a/erpnext/loan_management/doctype/loan_application/loan_application.py b/erpnext/loan_management/doctype/loan_application/loan_application.py
index f051755..bac6e63 100644
--- a/erpnext/loan_management/doctype/loan_application/loan_application.py
+++ b/erpnext/loan_management/doctype/loan_application/loan_application.py
@@ -16,14 +16,16 @@
class LoanApplication(Document):
def validate(self):
-
- validate_repayment_method(self.repayment_method, self.loan_amount, self.repayment_amount,
- self.repayment_periods, self.is_term_loan)
-
- self.validate_loan_type()
self.set_pledge_amount()
self.set_loan_amount()
self.validate_loan_amount()
+
+ if self.is_term_loan:
+ validate_repayment_method(self.repayment_method, self.loan_amount, self.repayment_amount,
+ self.repayment_periods, self.is_term_loan)
+
+ self.validate_loan_type()
+
self.get_repayment_details()
self.check_sanctioned_amount_limit()
@@ -106,7 +108,7 @@
if self.is_secured_loan and self.proposed_pledges:
self.maximum_loan_amount = 0
for security in self.proposed_pledges:
- self.maximum_loan_amount += security.post_haircut_amount
+ self.maximum_loan_amount += flt(security.post_haircut_amount)
if not self.loan_amount and self.is_secured_loan and self.proposed_pledges:
self.loan_amount = self.maximum_loan_amount
@@ -133,10 +135,7 @@
"validation": {
"docstatus": ["=", 1]
},
- "postprocess": update_accounts,
- "field_no_map": [
- "is_secured_loan"
- ]
+ "postprocess": update_accounts
}
}, target_doc)
diff --git a/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py b/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py
index d44088b..260fada 100644
--- a/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py
+++ b/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py
@@ -10,22 +10,20 @@
from erpnext.controllers.accounts_controller import AccountsController
from erpnext.accounts.general_ledger import make_gl_entries
from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual_for_demand_loans
+from erpnext.loan_management.doctype.loan_security_unpledge.loan_security_unpledge import get_pledged_security_qty
+from frappe.utils import get_datetime
class LoanDisbursement(AccountsController):
def validate(self):
self.set_missing_values()
- def before_submit(self):
- self.set_status_and_amounts()
-
- def before_cancel(self):
- self.set_status_and_amounts(cancel=1)
-
def on_submit(self):
+ self.set_status_and_amounts()
self.make_gl_entries()
def on_cancel(self):
+ self.set_status_and_amounts(cancel=1)
self.make_gl_entries(cancel=1)
self.ignore_linked_doctypes = ['GL Entry']
@@ -45,29 +43,51 @@
def set_status_and_amounts(self, cancel=0):
loan_details = frappe.get_all("Loan",
- fields = ["loan_amount", "disbursed_amount", "total_principal_paid", "status", "is_term_loan"],
- filters= { "name": self.against_loan }
- )[0]
-
- if loan_details.status == "Disbursed" and not loan_details.is_term_loan:
- process_loan_interest_accrual_for_demand_loans(posting_date=add_days(self.disbursement_date, -1),
- loan=self.against_loan)
+ fields = ["loan_amount", "disbursed_amount", "total_payment", "total_principal_paid", "total_interest_payable",
+ "status", "is_term_loan", "is_secured_loan"], filters= { "name": self.against_loan })[0]
if cancel:
disbursed_amount = loan_details.disbursed_amount - self.disbursed_amount
+ total_payment = loan_details.total_payment
+
+ if loan_details.disbursed_amount > loan_details.loan_amount:
+ topup_amount = loan_details.disbursed_amount - loan_details.loan_amount
+ if topup_amount > self.disbursed_amount:
+ topup_amount = self.disbursed_amount
+
+ total_payment = total_payment - topup_amount
+
if disbursed_amount == 0:
status = "Sanctioned"
- elif disbursed_amount >= loan_details.disbursed_amount:
+ elif disbursed_amount >= loan_details.loan_amount:
status = "Disbursed"
else:
status = "Partially Disbursed"
else:
disbursed_amount = self.disbursed_amount + loan_details.disbursed_amount
+ total_payment = loan_details.total_payment
- if flt(disbursed_amount) - flt(loan_details.total_principal_paid) > flt(loan_details.loan_amount):
- frappe.throw(_("Disbursed Amount cannot be greater than loan amount"))
+ possible_disbursal_amount = get_disbursal_amount(self.against_loan)
- if flt(disbursed_amount) >= loan_details.disbursed_amount:
+ if self.disbursed_amount > possible_disbursal_amount:
+ frappe.throw(_("Disbursed Amount cannot be greater than {0}").format(possible_disbursal_amount))
+
+ if loan_details.status == "Disbursed" and not loan_details.is_term_loan:
+ process_loan_interest_accrual_for_demand_loans(posting_date=add_days(self.disbursement_date, -1),
+ loan=self.against_loan)
+
+ if disbursed_amount > loan_details.loan_amount:
+ topup_amount = disbursed_amount - loan_details.loan_amount
+
+ if topup_amount < 0:
+ topup_amount = 0
+
+ if topup_amount > self.disbursed_amount:
+ topup_amount = self.disbursed_amount
+
+ total_payment = total_payment + topup_amount
+
+ if flt(disbursed_amount) >= loan_details.loan_amount:
status = "Disbursed"
else:
status = "Partially Disbursed"
@@ -75,7 +95,8 @@
frappe.db.set_value("Loan", self.against_loan, {
"disbursement_date": self.disbursement_date,
"disbursed_amount": disbursed_amount,
- "status": status
+ "status": status,
+ "total_payment": total_payment
})
def make_gl_entries(self, cancel=0, adv_adj=0):
@@ -116,3 +137,53 @@
if gle_map:
make_gl_entries(gle_map, cancel=cancel, adv_adj=adv_adj)
+
+def get_total_pledged_security_value(loan):
+ update_time = get_datetime()
+
+ loan_security_price_map = frappe._dict(frappe.get_all("Loan Security Price",
+ fields=["loan_security", "loan_security_price"],
+ filters = {
+ "valid_from": ("<=", update_time),
+ "valid_upto": (">=", update_time)
+ }, as_list=1))
+
+ hair_cut_map = frappe._dict(frappe.get_all('Loan Security',
+ fields=["name", "haircut"], as_list=1))
+
+ security_value = 0.0
+ pledged_securities = get_pledged_security_qty(loan)
+
+ for security, qty in pledged_securities.items():
+ security_value += (loan_security_price_map.get(security) * qty * hair_cut_map.get(security))/100
+
+ return security_value
+
+@frappe.whitelist()
+def get_disbursal_amount(loan):
+ loan_details = frappe.get_all("Loan", fields = ["loan_amount", "disbursed_amount", "total_payment",
+ "total_principal_paid", "total_interest_payable", "status", "is_term_loan", "is_secured_loan"],
+ filters= { "name": loan })[0]
+
+ if loan_details.is_secured_loan and frappe.get_all('Loan Security Shortfall', filters={'loan': loan,
+ 'status': 'Pending'}):
+ return 0
+
+ if loan_details.status == 'Disbursed':
+ pending_principal_amount = flt(loan_details.total_payment) - flt(loan_details.total_interest_payable) \
+ - flt(loan_details.total_principal_paid)
+ else:
+ pending_principal_amount = flt(loan_details.disbursed_amount)
+
+ security_value = 0.0
+ if loan_details.is_secured_loan:
+ security_value = get_total_pledged_security_value(loan)
+
+ if not security_value and not loan_details.is_secured_loan:
+ security_value = flt(loan_details.loan_amount)
+
+ disbursal_amount = flt(security_value) - flt(pending_principal_amount)
+
+ return disbursal_amount
+
+
diff --git a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
index e6ceb55..1d3fa71 100644
--- a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
+++ b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
@@ -19,8 +19,8 @@
if not self.posting_date:
self.posting_date = nowdate()
- if not self.interest_amount:
- frappe.throw(_("Interest Amount is mandatory"))
+ if not self.interest_amount and not self.payable_principal_amount:
+ frappe.throw(_("Interest Amount or Principal Amount is mandatory"))
def on_submit(self):
@@ -39,37 +39,38 @@
def make_gl_entries(self, cancel=0, adv_adj=0):
gle_map = []
- gle_map.append(
- self.get_gl_dict({
- "account": self.loan_account,
- "party_type": self.applicant_type,
- "party": self.applicant,
- "against": self.interest_income_account,
- "debit": self.interest_amount,
- "debit_in_account_currency": self.interest_amount,
- "against_voucher_type": "Loan",
- "against_voucher": self.loan,
- "remarks": _("Against Loan:") + self.loan,
- "cost_center": erpnext.get_default_cost_center(self.company),
- "posting_date": self.posting_date
- })
- )
+ if self.interest_amount:
+ gle_map.append(
+ self.get_gl_dict({
+ "account": self.loan_account,
+ "party_type": self.applicant_type,
+ "party": self.applicant,
+ "against": self.interest_income_account,
+ "debit": self.interest_amount,
+ "debit_in_account_currency": self.interest_amount,
+ "against_voucher_type": "Loan",
+ "against_voucher": self.loan,
+ "remarks": _("Against Loan:") + self.loan,
+ "cost_center": erpnext.get_default_cost_center(self.company),
+ "posting_date": self.posting_date
+ })
+ )
- gle_map.append(
- self.get_gl_dict({
- "account": self.interest_income_account,
- "party_type": self.applicant_type,
- "party": self.applicant,
- "against": self.loan_account,
- "credit": self.interest_amount,
- "credit_in_account_currency": self.interest_amount,
- "against_voucher_type": "Loan",
- "against_voucher": self.loan,
- "remarks": _("Against Loan:") + self.loan,
- "cost_center": erpnext.get_default_cost_center(self.company),
- "posting_date": self.posting_date
- })
- )
+ gle_map.append(
+ self.get_gl_dict({
+ "account": self.interest_income_account,
+ "party_type": self.applicant_type,
+ "party": self.applicant,
+ "against": self.loan_account,
+ "credit": self.interest_amount,
+ "credit_in_account_currency": self.interest_amount,
+ "against_voucher_type": "Loan",
+ "against_voucher": self.loan,
+ "remarks": _("Against Loan:") + self.loan,
+ "cost_center": erpnext.get_default_cost_center(self.company),
+ "posting_date": self.posting_date
+ })
+ )
if gle_map:
make_gl_entries(gle_map, cancel=cancel, adv_adj=adv_adj)
@@ -84,8 +85,11 @@
if no_of_days <= 0:
return
- pending_principal_amount = loan.total_payment - loan.total_interest_payable \
- - loan.total_amount_paid
+ if loan.status == 'Disbursed':
+ pending_principal_amount = flt(loan.total_payment) - flt(loan.total_interest_payable) \
+ - flt(loan.total_principal_paid)
+ else:
+ pending_principal_amount = loan.disbursed_amount
interest_per_day = (pending_principal_amount * loan.rate_of_interest) / (days_in_year(get_datetime(posting_date).year) * 100)
payable_interest = interest_per_day * no_of_days
@@ -106,7 +110,7 @@
def make_accrual_interest_entry_for_demand_loans(posting_date, process_loan_interest, open_loans=None, loan_type=None):
query_filters = {
- "status": "Disbursed",
+ "status": ('in', ['Disbursed', 'Partially Disbursed']),
"docstatus": 1
}
@@ -117,8 +121,9 @@
if not open_loans:
open_loans = frappe.get_all("Loan",
- fields=["name", "total_payment", "total_amount_paid", "loan_account", "interest_income_account", "is_term_loan",
- "disbursement_date", "applicant_type", "applicant", "rate_of_interest", "total_interest_payable", "repayment_start_date"],
+ fields=["name", "total_payment", "total_amount_paid", "loan_account", "interest_income_account",
+ "is_term_loan", "status", "disbursement_date", "disbursed_amount", "applicant_type", "applicant",
+ "rate_of_interest", "total_interest_payable", "total_principal_paid", "repayment_start_date"],
filters=query_filters)
for loan in open_loans:
diff --git a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.json b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.json
index 789c129..5942455 100644
--- a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.json
+++ b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.json
@@ -173,7 +173,7 @@
{
"fieldname": "references_section",
"fieldtype": "Section Break",
- "label": "References"
+ "label": "Payment References"
},
{
"fieldname": "reference_number",
@@ -221,7 +221,7 @@
],
"is_submittable": 1,
"links": [],
- "modified": "2020-04-16 18:14:45.166754",
+ "modified": "2020-05-16 09:40:15.581165",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loan Repayment",
diff --git a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
index 9605045..451ae85 100644
--- a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
+++ b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
@@ -281,7 +281,7 @@
due_date = add_days(entry.posting_date, 1)
no_of_late_days = date_diff(posting_date,
- add_days(due_date, loan_type_details.grace_period_in_days))
+ add_days(due_date, loan_type_details.grace_period_in_days))
if no_of_late_days > 0 and (not against_loan_doc.repay_from_salary):
penalty_amount += (entry.interest_amount * (loan_type_details.penalty_interest_rate / 100) * no_of_late_days)/365
@@ -297,7 +297,10 @@
if not final_due_date:
final_due_date = add_days(due_date, loan_type_details.grace_period_in_days)
- pending_principal_amount = against_loan_doc.total_payment - against_loan_doc.total_principal_paid - against_loan_doc.total_interest_payable
+ if against_loan_doc.status == 'Disbursed':
+ pending_principal_amount = against_loan_doc.total_payment - against_loan_doc.total_principal_paid - against_loan_doc.total_interest_payable
+ else:
+ pending_principal_amount = against_loan_doc.disbursed_amount
if payment_type == "Loan Closure":
if due_date:
diff --git a/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.js b/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.js
index 82837b3..11c932f 100644
--- a/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.js
+++ b/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.js
@@ -22,16 +22,19 @@
frappe.ui.form.on("Pledge", {
loan_security: function(frm, cdt, cdn) {
let row = locals[cdt][cdn];
- frappe.call({
- method: "erpnext.loan_management.doctype.loan_security_price.loan_security_price.get_loan_security_price",
- args: {
- loan_security: row.loan_security
- },
- callback: function(r) {
- frappe.model.set_value(cdt, cdn, 'loan_security_price', r.message);
- frm.events.calculate_amounts(frm, cdt, cdn);
- }
- });
+
+ if (row.loan_security) {
+ frappe.call({
+ method: "erpnext.loan_management.doctype.loan_security_price.loan_security_price.get_loan_security_price",
+ args: {
+ loan_security: row.loan_security
+ },
+ callback: function(r) {
+ frappe.model.set_value(cdt, cdn, 'loan_security_price', r.message);
+ frm.events.calculate_amounts(frm, cdt, cdn);
+ }
+ });
+ }
},
qty: function(frm, cdt, cdn) {
diff --git a/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py b/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py
index 02efe24..0f42bde 100644
--- a/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py
+++ b/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py
@@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe
-from frappe.utils import get_datetime
+from frappe.utils import get_datetime, flt
from frappe.model.document import Document
from six import iteritems
from erpnext.loan_management.doctype.loan_security_unpledge.loan_security_unpledge import get_pledged_security_qty
@@ -51,13 +51,19 @@
"valid_upto": (">=", update_time)
}, as_list=1))
- loans = frappe.get_all('Loan', fields=['name', 'loan_amount', 'total_principal_paid'],
- filters={'status': 'Disbursed', 'is_secured_loan': 1})
+ loans = frappe.get_all('Loan', fields=['name', 'loan_amount', 'total_principal_paid', 'total_payment',
+ 'total_interest_payable', 'disbursed_amount', 'status'],
+ filters={'status': ('in',['Disbursed','Partially Disbursed']), 'is_secured_loan': 1})
loan_security_map = {}
for loan in loans:
- outstanding_amount = loan.loan_amount - loan.total_principal_paid
+ if loan.status == 'Disbursed':
+ outstanding_amount = flt(loan.total_payment) - flt(loan.total_interest_payable) \
+ - flt(loan.total_principal_paid)
+ else:
+ outstanding_amount = loan.disbursed_amount
+
pledged_securities = get_pledged_security_qty(loan.name)
ltv_ratio = ''
security_value = 0.0
diff --git a/erpnext/loan_management/doctype/loan_security_type/loan_security_type.json b/erpnext/loan_management/doctype/loan_security_type/loan_security_type.json
index f46b88c..871e825 100644
--- a/erpnext/loan_management/doctype/loan_security_type/loan_security_type.json
+++ b/erpnext/loan_management/doctype/loan_security_type/loan_security_type.json
@@ -29,6 +29,7 @@
"unique": 1
},
{
+ "description": "Haircut percentage is the percentage difference between market value of the Loan Security and the value ascribed to that Loan Security when used as collateral for that loan.",
"fieldname": "haircut",
"fieldtype": "Percent",
"label": "Haircut %"
@@ -46,13 +47,14 @@
"fieldtype": "Column Break"
},
{
+ "description": "Loan To Value Ratio expresses the ratio of the loan amount to the value of the security pledged. A loan security shortfall will be triggered if this falls below the specified value for any loan ",
"fieldname": "loan_to_value_ratio",
"fieldtype": "Percent",
"label": "Loan To Value Ratio"
}
],
"links": [],
- "modified": "2020-04-28 14:06:49.046177",
+ "modified": "2020-05-16 09:38:45.988080",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loan Security Type",
diff --git a/erpnext/loan_management/doctype/loan_type/loan_type.json b/erpnext/loan_management/doctype/loan_type/loan_type.json
index 1dd3710..669490a 100644
--- a/erpnext/loan_management/doctype/loan_type/loan_type.json
+++ b/erpnext/loan_management/doctype/loan_type/loan_type.json
@@ -76,6 +76,7 @@
"reqd": 1
},
{
+ "description": "This account is used for booking loan repayments from the borrower and also disbursing loans to the borrower",
"fieldname": "payment_account",
"fieldtype": "Link",
"label": "Payment Account",
@@ -83,6 +84,7 @@
"reqd": 1
},
{
+ "description": "This account is capital account which is used to allocate capital for loan disbursal account ",
"fieldname": "loan_account",
"fieldtype": "Link",
"label": "Loan Account",
@@ -94,6 +96,7 @@
"fieldtype": "Column Break"
},
{
+ "description": "This account will be used for booking loan interest accruals",
"fieldname": "interest_income_account",
"fieldtype": "Link",
"label": "Interest Income Account",
@@ -101,6 +104,7 @@
"reqd": 1
},
{
+ "description": "This account will be used for booking penalties levied due to delayed repayments",
"fieldname": "penalty_income_account",
"fieldtype": "Link",
"label": "Penalty Income Account",
@@ -109,6 +113,7 @@
},
{
"default": "0",
+ "description": "If this is not checked the loan by default will be considered as a Demand Loan",
"fieldname": "is_term_loan",
"fieldtype": "Check",
"label": "Is Term Loan"
diff --git a/erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py b/erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py
index add7bbf..cba6a2d 100644
--- a/erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py
+++ b/erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py
@@ -67,16 +67,16 @@
for key in scheduled_date:
description =frappe._("Reference: {0}, Item Code: {1} and Customer: {2}").format(self.name, d.item_code, self.customer)
- frappe.get_doc({
+ event = frappe.get_doc({
"doctype": "Event",
"owner": email_map.get(d.sales_person, self.owner),
"subject": description,
"description": description,
"starts_on": cstr(key["scheduled_date"]) + " 10:00:00",
"event_type": "Private",
- "ref_type": self.doctype,
- "ref_name": self.name
- }).insert(ignore_permissions=1)
+ })
+ event.add_participant(self.doctype, self.name)
+ event.insert(ignore_permissions=1)
frappe.db.set(self, 'status', 'Submitted')
diff --git a/erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py b/erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py
index d8ae17b..3c307e9 100644
--- a/erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py
+++ b/erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py
@@ -2,6 +2,7 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
+from frappe.utils.data import get_datetime, add_days
import frappe
import unittest
@@ -9,4 +10,39 @@
# test_records = frappe.get_test_records('Maintenance Schedule')
class TestMaintenanceSchedule(unittest.TestCase):
- pass
+ def test_events_should_be_created_and_deleted(self):
+ ms = make_maintenance_schedule()
+ ms.generate_schedule()
+ ms.submit()
+
+ all_events = get_events(ms)
+ self.assertTrue(len(all_events) > 0)
+
+ ms.cancel()
+ events_after_cancel = get_events(ms)
+ self.assertTrue(len(events_after_cancel) == 0)
+
+def get_events(ms):
+ return frappe.get_all("Event Participants", filters={
+ "reference_doctype": ms.doctype,
+ "reference_docname": ms.name,
+ "parenttype": "Event"
+ })
+
+def make_maintenance_schedule():
+ ms = frappe.new_doc("Maintenance Schedule")
+ ms.company = "_Test Company"
+ ms.customer = "_Test Customer"
+ ms.transaction_date = get_datetime()
+
+ ms.append("items", {
+ "item_code": "_Test Item",
+ "start_date": get_datetime(),
+ "end_date": add_days(get_datetime(), 32),
+ "periodicity": "Weekly",
+ "no_of_visits": 4,
+ "sales_person": "Sales Team",
+ })
+ ms.insert(ignore_permissions=True)
+
+ return ms
diff --git a/erpnext/manufacturing/doctype/bom/bom.py b/erpnext/manufacturing/doctype/bom/bom.py
index c51f655..3189433 100644
--- a/erpnext/manufacturing/doctype/bom/bom.py
+++ b/erpnext/manufacturing/doctype/bom/bom.py
@@ -494,7 +494,7 @@
'image' : d.image,
'stock_uom' : d.stock_uom,
'stock_qty' : flt(d.stock_qty),
- 'rate' : flt(d.base_rate) / flt(d.conversion_factor),
+ 'rate' : flt(d.base_rate) / (flt(d.conversion_factor) or 1.0),
'include_item_in_manufacturing': d.include_item_in_manufacturing
}))
diff --git a/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py b/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py
index e6c10ad..742d18c 100644
--- a/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py
+++ b/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py
@@ -90,6 +90,7 @@
update_cost()
def replace_bom(args):
+ frappe.db.auto_commit_on_many_writes = 1
args = frappe._dict(args)
doc = frappe.get_doc("BOM Update Tool")
@@ -97,6 +98,8 @@
doc.new_bom = args.new_bom
doc.replace_bom()
+ frappe.db.auto_commit_on_many_writes = 0
+
def update_cost():
frappe.db.auto_commit_on_many_writes = 1
bom_list = get_boms_in_bottom_up_order()
diff --git a/erpnext/manufacturing/report/downtime_analysis/downtime_analysis.js b/erpnext/manufacturing/report/downtime_analysis/downtime_analysis.js
index ff32dbe..f648674 100644
--- a/erpnext/manufacturing/report/downtime_analysis/downtime_analysis.js
+++ b/erpnext/manufacturing/report/downtime_analysis/downtime_analysis.js
@@ -8,7 +8,7 @@
label: __("From Date"),
fieldname:"from_date",
fieldtype: "Datetime",
- default: frappe.datetime.add_months(frappe.datetime.now_datetime(), -1),
+ default: frappe.datetime.convert_to_system_tz(frappe.datetime.add_months(frappe.datetime.now_datetime(), -1)),
reqd: 1
},
{
diff --git a/erpnext/patches.txt b/erpnext/patches.txt
index ae20d9e..a8648f5 100644
--- a/erpnext/patches.txt
+++ b/erpnext/patches.txt
@@ -687,6 +687,7 @@
execute:frappe.rename_doc("Desk Page", "Getting Started", "Home", force=True)
erpnext.patches.v12_0.unset_customer_supplier_based_on_type_of_item_price
erpnext.patches.v12_0.set_valid_till_date_in_supplier_quotation
+erpnext.patches.v13_0.update_old_loans
erpnext.patches.v12_0.set_serial_no_status #2020-05-21
erpnext.patches.v12_0.update_price_list_currency_in_bom
execute:frappe.delete_doc_if_exists('Dashboard', 'Accounts')
@@ -717,3 +718,8 @@
erpnext.patches.v12_0.update_item_tax_template_company
erpnext.patches.v13_0.move_branch_code_to_bank_account
erpnext.patches.v13_0.healthcare_lab_module_rename_doctypes
+erpnext.patches.v13_0.add_standard_navbar_items #4
+erpnext.patches.v13_0.stock_entry_enhancements
+erpnext.patches.v12_0.update_state_code_for_daman_and_diu
+erpnext.patches.v12_0.rename_lost_reason_detail
+erpnext.patches.v13_0.update_start_end_date_for_old_shift_assignment
diff --git a/erpnext/patches/v12_0/create_irs_1099_field_united_states.py b/erpnext/patches/v12_0/create_irs_1099_field_united_states.py
index 43bd0cc..7feaffd 100644
--- a/erpnext/patches/v12_0/create_irs_1099_field_united_states.py
+++ b/erpnext/patches/v12_0/create_irs_1099_field_united_states.py
@@ -7,6 +7,7 @@
frappe.reload_doc('accounts', 'doctype', 'allowed_to_transact_with', force=True)
frappe.reload_doc('accounts', 'doctype', 'pricing_rule_detail', force=True)
frappe.reload_doc('crm', 'doctype', 'lost_reason_detail', force=True)
+ frappe.reload_doc('setup', 'doctype', 'quotation_lost_reason_detail', force=True)
company = frappe.get_all('Company', filters = {'country': 'United States'})
if not company:
diff --git a/erpnext/patches/v12_0/rename_lost_reason_detail.py b/erpnext/patches/v12_0/rename_lost_reason_detail.py
new file mode 100644
index 0000000..d0dc356
--- /dev/null
+++ b/erpnext/patches/v12_0/rename_lost_reason_detail.py
@@ -0,0 +1,18 @@
+from __future__ import unicode_literals
+import frappe
+
+def execute():
+ if frappe.db.exists("DocType", "Lost Reason Detail"):
+ frappe.reload_doc("crm", "doctype", "opportunity_lost_reason")
+ frappe.reload_doc("crm", "doctype", "opportunity_lost_reason_detail")
+ frappe.reload_doc("setup", "doctype", "quotation_lost_reason_detail")
+
+ frappe.db.sql("""INSERT INTO `tabOpportunity Lost Reason Detail` SELECT * FROM `tabLost Reason Detail` WHERE `parenttype` = 'Opportunity'""")
+
+ frappe.db.sql("""INSERT INTO `tabQuotation Lost Reason Detail` SELECT * FROM `tabLost Reason Detail` WHERE `parenttype` = 'Quotation'""")
+
+ frappe.db.sql("""INSERT INTO `tabQuotation Lost Reason` (`name`, `creation`, `modified`, `modified_by`, `owner`, `docstatus`, `parent`, `parentfield`, `parenttype`, `idx`, `_comments`, `_assign`, `_user_tags`, `_liked_by`, `order_lost_reason`)
+ SELECT o.`name`, o.`creation`, o.`modified`, o.`modified_by`, o.`owner`, o.`docstatus`, o.`parent`, o.`parentfield`, o.`parenttype`, o.`idx`, o.`_comments`, o.`_assign`, o.`_user_tags`, o.`_liked_by`, o.`lost_reason`
+ FROM `tabOpportunity Lost Reason` o LEFT JOIN `tabQuotation Lost Reason` q ON q.name = o.name WHERE q.name IS NULL""")
+
+ frappe.delete_doc("DocType", "Lost Reason Detail")
\ No newline at end of file
diff --git a/erpnext/patches/v12_0/stock_entry_enhancements.py b/erpnext/patches/v12_0/stock_entry_enhancements.py
index d04b3d3..847d928 100644
--- a/erpnext/patches/v12_0/stock_entry_enhancements.py
+++ b/erpnext/patches/v12_0/stock_entry_enhancements.py
@@ -19,7 +19,7 @@
for purpose in ["Material Issue", "Material Receipt", "Material Transfer",
"Material Transfer for Manufacture", "Material Consumption for Manufacture", "Manufacture",
- "Repack", "Send to Subcontractor", "Send to Warehouse", "Receive at Warehouse"]:
+ "Repack", "Send to Subcontractor"]:
ste_type = frappe.get_doc({
'doctype': 'Stock Entry Type',
diff --git a/erpnext/patches/v12_0/update_state_code_for_daman_and_diu.py b/erpnext/patches/v12_0/update_state_code_for_daman_and_diu.py
new file mode 100644
index 0000000..7450e9c
--- /dev/null
+++ b/erpnext/patches/v12_0/update_state_code_for_daman_and_diu.py
@@ -0,0 +1,22 @@
+import frappe
+from erpnext.regional.india import states
+
+def execute():
+
+ company = frappe.get_all('Company', filters = {'country': 'India'})
+ if not company:
+ return
+
+ # Update options in gst_state custom field
+ gst_state = frappe.get_doc('Custom Field', 'Address-gst_state')
+ gst_state.options = '\n'.join(states)
+ gst_state.save()
+
+ # Update gst_state and state code in existing address
+ frappe.db.sql("""
+ UPDATE `tabAddress`
+ SET
+ gst_state = 'Dadra and Nagar Haveli and Daman and Diu',
+ gst_state_number = 26
+ WHERE gst_state = 'Daman and Diu'
+ """)
\ No newline at end of file
diff --git a/erpnext/patches/v13_0/add_standard_navbar_items.py b/erpnext/patches/v13_0/add_standard_navbar_items.py
new file mode 100644
index 0000000..d05b258
--- /dev/null
+++ b/erpnext/patches/v13_0/add_standard_navbar_items.py
@@ -0,0 +1,7 @@
+from __future__ import unicode_literals
+# import frappe
+from erpnext.setup.install import add_standard_navbar_items
+
+def execute():
+ # Add standard navbar items for ERPNext in Navbar Settings
+ add_standard_navbar_items()
diff --git a/erpnext/patches/v13_0/stock_entry_enhancements.py b/erpnext/patches/v13_0/stock_entry_enhancements.py
new file mode 100644
index 0000000..dcc4f95
--- /dev/null
+++ b/erpnext/patches/v13_0/stock_entry_enhancements.py
@@ -0,0 +1,27 @@
+# Copyright(c) 2020, Frappe Technologies Pvt.Ltd.and Contributors
+# License: GNU General Public License v3.See license.txt
+
+from __future__ import unicode_literals
+import frappe
+
+def execute():
+ frappe.reload_doc("stock", "doctype", "stock_entry")
+ if frappe.db.has_column("Stock Entry", "add_to_transit"):
+ frappe.db.sql("""
+ UPDATE `tabStock Entry` SET
+ stock_entry_type = 'Material Transfer',
+ purpose = 'Material Transfer',
+ add_to_transit = 1 WHERE stock_entry_type = 'Send to Warehouse'
+ """)
+
+ frappe.db.sql("""UPDATE `tabStock Entry` SET
+ stock_entry_type = 'Material Transfer',
+ purpose = 'Material Transfer'
+ WHERE stock_entry_type = 'Receive at Warehouse'
+ """)
+
+ frappe.reload_doc("stock", "doctype", "warehouse_type")
+ if not frappe.db.exists('Warehouse Type', 'Transit'):
+ doc = frappe.new_doc('Warehouse Type')
+ doc.name = 'Transit'
+ doc.insert()
\ 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
new file mode 100644
index 0000000..7723942
--- /dev/null
+++ b/erpnext/patches/v13_0/update_old_loans.py
@@ -0,0 +1,88 @@
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import nowdate
+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
+
+def execute():
+
+ # Create a penalty account for loan types
+
+ frappe.reload_doc('loan_management', 'doctype', 'loan_type')
+ frappe.reload_doc('loan_management', 'doctype', 'loan')
+ frappe.reload_doc('loan_management', 'doctype', 'repayment_schedule')
+ frappe.reload_doc('loan_management', 'doctype', 'process_loan_interest_accrual')
+ frappe.reload_doc('loan_management', 'doctype', 'loan_repayment')
+ frappe.reload_doc('loan_management', 'doctype', 'loan_repayment_detail')
+ frappe.reload_doc('loan_management', 'doctype', 'loan_interest_accrual')
+ frappe.reload_doc('accounts', 'doctype', 'gl_entry')
+
+ updated_loan_types = []
+
+ loans = frappe.get_all('Loan', fields=['name', 'loan_type', 'company', 'status', 'mode_of_payment',
+ 'applicant_type', 'applicant', 'loan_account', 'payment_account', 'interest_income_account'])
+
+ for loan in loans:
+ # Update details in Loan Types and Loan
+ loan_type_company = frappe.db.get_value('Loan Type', loan.loan_type, 'company')
+
+ group_income_account = frappe.get_value('Account', {'company': loan.company,
+ 'is_group': 1, 'root_type': 'Income', 'account_name': _('Indirect Income')})
+
+ if not group_income_account:
+ group_income_account = frappe.get_value('Account', {'company': loan.company,
+ 'is_group': 1, 'root_type': 'Income'})
+
+ penalty_account = create_account(company=loan.company, account_type='Income Account',
+ account_name='Penalty Account', parent_account=group_income_account)
+
+ if not loan_type_company:
+ loan_type_doc = frappe.get_doc('Loan Type', loan.loan_type)
+ loan_type_doc.is_term_loan = 1
+ loan_type_doc.company = loan.company
+ loan_type_doc.mode_of_payment = loan.mode_of_payment
+ loan_type_doc.payment_account = loan.payment_account
+ loan_type_doc.loan_account = loan.loan_account
+ loan_type_doc.interest_income_account = loan.interest_income_account
+ loan_type_doc.penalty_income_account = penalty_account
+ loan_type_doc.submit()
+ updated_loan_types.append(loan.loan_type)
+
+ if loan.loan_type in updated_loan_types:
+ if loan.status == 'Fully Disbursed':
+ status = 'Disbursed'
+ elif loan.status == 'Repaid/Closed':
+ status = 'Closed'
+ else:
+ status = loan.status
+
+ frappe.db.set_value('Loan', loan.name, {
+ 'is_term_loan': 1,
+ 'penalty_income_account': penalty_account,
+ 'status': status
+ })
+
+ process_loan_interest_accrual_for_term_loans(posting_date=nowdate(), loan_type=loan.loan_type,
+ loan=loan.name)
+
+ payments = frappe.db.sql(''' SELECT j.name, a.debit, a.debit_in_account_currency, j.posting_date
+ FROM `tabJournal Entry` j, `tabJournal Entry Account` a
+ WHERE a.parent = j.name and a.reference_type='Loan' and a.reference_name = %s
+ and account = %s
+ ''', (loan.name, loan.loan_account), as_dict=1)
+
+ for payment in payments:
+ repayment_entry = make_repayment_entry(loan.name, loan.loan_applicant_type, loan.applicant,
+ loan.loan_type, loan.company)
+
+ repayment_entry.amount_paid = payment.debit_in_account_currency
+ repayment_entry.posting_date = payment.posting_date
+ repayment_entry.save()
+ repayment_entry.submit()
+
+ jv = frappe.get_doc('Journal Entry', payment.name)
+ jv.flags.ignore_links = True
+ jv.cancel()
+
diff --git a/erpnext/patches/v13_0/update_start_end_date_for_old_shift_assignment.py b/erpnext/patches/v13_0/update_start_end_date_for_old_shift_assignment.py
new file mode 100644
index 0000000..0f521cb
--- /dev/null
+++ b/erpnext/patches/v13_0/update_start_end_date_for_old_shift_assignment.py
@@ -0,0 +1,13 @@
+# 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('hr', 'doctype', 'shift_assignment')
+ if frappe.db.has_column('Shift Assignment', 'date'):
+ frappe.db.sql("""update `tabShift Assignment`
+ set end_date=date, start_date=date
+ where date IS NOT NULL and start_date IS NULL and end_date IS NULL;""")
diff --git a/erpnext/payroll/desk_page/payroll/payroll.json b/erpnext/payroll/desk_page/payroll/payroll.json
index b5eac46..285e3b3 100644
--- a/erpnext/payroll/desk_page/payroll/payroll.json
+++ b/erpnext/payroll/desk_page/payroll/payroll.json
@@ -8,7 +8,7 @@
{
"hidden": 0,
"label": "Taxation",
- "links": "[\n {\n \"label\": \"Payroll Period\",\n \"name\": \"Payroll Period\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Income Tax Slab\",\n \"name\": \"Income Tax Slab\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Declaration\",\n \"name\": \"Employee Tax Exemption Declaration\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Proof Submission\",\n \"name\": \"Employee Tax Exemption Proof Submission\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Category\",\n \"name\": \"Employee Tax Exemption Category\",\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Sub Category\",\n \"name\": \"Employee Tax Exemption Sub Category\",\n \"type\": \"doctype\"\n \n }\n]"
+ "links": "[\n {\n \"label\": \"Payroll Period\",\n \"name\": \"Payroll Period\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Income Tax Slab\",\n \"name\": \"Income Tax Slab\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Other Income\",\n \"name\": \"Employee Other Income\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Declaration\",\n \"name\": \"Employee Tax Exemption Declaration\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Proof Submission\",\n \"name\": \"Employee Tax Exemption Proof Submission\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Category\",\n \"name\": \"Employee Tax Exemption Category\",\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Sub Category\",\n \"name\": \"Employee Tax Exemption Sub Category\",\n \"type\": \"doctype\"\n \n }\n]"
},
{
"hidden": 0,
@@ -38,7 +38,7 @@
"idx": 0,
"is_standard": 1,
"label": "Payroll",
- "modified": "2020-06-19 12:23:06.034046",
+ "modified": "2020-08-10 19:38:45.976209",
"modified_by": "Administrator",
"module": "Payroll",
"name": "Payroll",
diff --git a/erpnext/payroll/doctype/payroll_entry/payroll_entry.py b/erpnext/payroll/doctype/payroll_entry/payroll_entry.py
index 554484f..30ea432 100644
--- a/erpnext/payroll/doctype/payroll_entry/payroll_entry.py
+++ b/erpnext/payroll/doctype/payroll_entry/payroll_entry.py
@@ -90,7 +90,7 @@
cond = ''
for f in ['company', 'branch', 'department', 'designation']:
if self.get(f):
- cond += " and t1." + f + " = '" + self.get(f).replace("'", "\'") + "'"
+ cond += " and t1." + f + " = " + frappe.db.escape(self.get(f))
return cond
diff --git a/erpnext/payroll/doctype/salary_detail/salary_detail.json b/erpnext/payroll/doctype/salary_detail/salary_detail.json
index adb54f2..cc87cae 100644
--- a/erpnext/payroll/doctype/salary_detail/salary_detail.json
+++ b/erpnext/payroll/doctype/salary_detail/salary_detail.json
@@ -7,27 +7,30 @@
"field_order": [
"salary_component",
"abbr",
- "statistical_component",
"column_break_3",
- "deduct_full_tax_on_selected_payroll_date",
+ "amount",
+ "section_break_5",
+ "additional_salary",
+ "statistical_component",
"depends_on_payment_days",
- "is_tax_applicable",
"exempted_from_income_tax",
+ "is_tax_applicable",
+ "column_break_11",
"is_flexible_benefit",
"variable_based_on_taxable_salary",
+ "do_not_include_in_total",
+ "deduct_full_tax_on_selected_payroll_date",
"section_break_2",
"condition",
+ "column_break_18",
"amount_based_on_formula",
"formula",
- "amount",
- "do_not_include_in_total",
+ "section_break_19",
"default_amount",
"additional_amount",
+ "column_break_24",
"tax_on_flexible_benefit",
- "tax_on_additional_salary",
- "section_break_11",
- "additional_salary",
- "condition_and_formula_help"
+ "tax_on_additional_salary"
],
"fields": [
{
@@ -110,9 +113,11 @@
"read_only": 1
},
{
+ "collapsible": 1,
"depends_on": "eval:doc.is_flexible_benefit != 1",
"fieldname": "section_break_2",
- "fieldtype": "Section Break"
+ "fieldtype": "Section Break",
+ "label": "Condtion and formula"
},
{
"allow_on_submit": 1,
@@ -182,22 +187,11 @@
"read_only": 1
},
{
- "depends_on": "eval:doc.parenttype=='Salary Structure'",
- "fieldname": "section_break_11",
- "fieldtype": "Column Break"
- },
- {
- "depends_on": "eval:doc.parenttype=='Salary Structure'",
- "fieldname": "condition_and_formula_help",
- "fieldtype": "HTML",
- "label": "Condition and Formula Help",
- "options": "<h3>Condition and Formula Help</h3>\n\n<p>Notes:</p>\n\n<ol>\n<li>Use field <code>base</code> for using base salary of the Employee</li>\n<li>Use Salary Component abbreviations in conditions and formulas. <code>BS = Basic Salary</code></li>\n<li>Use field name for employee details in conditions and formulas. <code>Employment Type = employment_type</code><code>Branch = branch</code></li>\n<li>Use field name from Salary Slip in conditions and formulas. <code>Payment Days = payment_days</code><code>Leave without pay = leave_without_pay</code></li>\n<li>Direct Amount can also be entered based on Condtion. See example 3</li></ol>\n\n<h4>Examples</h4>\n<ol>\n<li>Calculating Basic Salary based on <code>base</code>\n<pre><code>Condition: base < 10000</code></pre>\n<pre><code>Formula: base * .2</code></pre></li>\n<li>Calculating HRA based on Basic Salary<code>BS</code> \n<pre><code>Condition: BS > 2000</code></pre>\n<pre><code>Formula: BS * .1</code></pre></li>\n<li>Calculating TDS based on Employment Type<code>employment_type</code> \n<pre><code>Condition: employment_type==\"Intern\"</code></pre>\n<pre><code>Amount: 1000</code></pre></li>\n</ol>"
- },
- {
"fieldname": "additional_salary",
"fieldtype": "Link",
"label": "Additional Salary ",
- "options": "Additional Salary"
+ "options": "Additional Salary",
+ "read_only": 1
},
{
"default": "0",
@@ -207,11 +201,43 @@
"fieldtype": "Check",
"label": "Exempted from Income Tax",
"read_only": 1
+ },
+ {
+ "collapsible": 1,
+ "fieldname": "section_break_5",
+ "fieldtype": "Section Break",
+ "label": "Component properties and references ",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "column_break_11",
+ "fieldtype": "Column Break",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "section_break_19",
+ "fieldtype": "Section Break",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "column_break_18",
+ "fieldtype": "Column Break",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "column_break_24",
+ "fieldtype": "Column Break",
+ "show_days": 1,
+ "show_seconds": 1
}
],
"istable": 1,
"links": [],
- "modified": "2020-06-22 23:21:26.300951",
+ "modified": "2020-07-01 12:13:41.956495",
"modified_by": "Administrator",
"module": "Payroll",
"name": "Salary Detail",
diff --git a/erpnext/payroll/doctype/salary_slip/salary_slip.js b/erpnext/payroll/doctype/salary_slip/salary_slip.js
index 4b623e5..7b69dbe 100644
--- a/erpnext/payroll/doctype/salary_slip/salary_slip.js
+++ b/erpnext/payroll/doctype/salary_slip/salary_slip.js
@@ -123,13 +123,13 @@
doc: frm.doc,
callback: function(r, rt) {
frm.refresh();
- if (frm.doc.absent_days){
+ if (r.message){
frm.fields_dict.absent_days.set_description("Unmarked Days is treated as "+ r.message +". You can can change this in " + frappe.utils.get_form_link("Payroll Settings", "Payroll Settings", true));
}
}
});
}
-})
+});
frappe.ui.form.on('Salary Slip Timesheet', {
time_sheet: function(frm, dt, dn) {
diff --git a/erpnext/payroll/doctype/salary_slip/salary_slip.json b/erpnext/payroll/doctype/salary_slip/salary_slip.json
index 27a974a..619c45f 100644
--- a/erpnext/payroll/doctype/salary_slip/salary_slip.json
+++ b/erpnext/payroll/doctype/salary_slip/salary_slip.json
@@ -20,15 +20,17 @@
"company",
"letter_head",
"section_break_10",
- "salary_slip_based_on_timesheet",
"start_date",
"end_date",
"salary_structure",
+ "column_break_18",
+ "salary_slip_based_on_timesheet",
"payroll_frequency",
- "column_break_15",
+ "section_break_20",
"total_working_days",
"unmarked_days",
"leave_without_pay",
+ "column_break_24",
"absent_days",
"payment_days",
"hourly_wages",
@@ -201,10 +203,6 @@
"label": "End Date"
},
{
- "fieldname": "column_break_15",
- "fieldtype": "Column Break"
- },
- {
"fieldname": "salary_structure",
"fieldtype": "Link",
"label": "Salary Structure",
@@ -490,13 +488,25 @@
"fieldtype": "Float",
"hidden": 1,
"label": "Unmarked days"
+ },
+ {
+ "fieldname": "section_break_20",
+ "fieldtype": "Section Break"
+ },
+ {
+ "fieldname": "column_break_24",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "column_break_18",
+ "fieldtype": "Column Break"
}
],
"icon": "fa fa-file-text",
"idx": 9,
"is_submittable": 1,
"links": [],
- "modified": "2020-07-22 12:41:03.659422",
+ "modified": "2020-08-11 17:37:54.274384",
"modified_by": "Administrator",
"module": "Payroll",
"name": "Salary Slip",
diff --git a/erpnext/portal/doctype/homepage/homepage.js b/erpnext/portal/doctype/homepage/homepage.js
index ca34d69..c7c66e0 100644
--- a/erpnext/portal/doctype/homepage/homepage.js
+++ b/erpnext/portal/doctype/homepage/homepage.js
@@ -21,34 +21,6 @@
});
frappe.ui.form.on('Homepage Featured Product', {
- item_code: function(frm, cdt, cdn) {
- var featured_product = frappe.model.get_doc(cdt, cdn);
- if (featured_product.item_code) {
- frappe.call({
- method: 'frappe.client.get_value',
- args: {
- 'doctype': 'Item',
- 'filters': {'name': featured_product.item_code},
- 'fieldname': [
- 'item_name',
- 'web_long_description',
- 'description',
- 'image',
- 'thumbnail'
- ]
- },
- callback: function(r) {
- if (!r.exc) {
- $.extend(featured_product, r.message);
- if (r.message.web_long_description) {
- featured_product.description = r.message.web_long_description;
- }
- frm.refresh_field('products');
- }
- }
- });
- }
- },
view: function(frm, cdt, cdn){
var child= locals[cdt][cdn]
diff --git a/erpnext/portal/doctype/homepage_featured_product/homepage_featured_product.json b/erpnext/portal/doctype/homepage_featured_product/homepage_featured_product.json
index c8b4ae9..01c32ef 100644
--- a/erpnext/portal/doctype/homepage_featured_product/homepage_featured_product.json
+++ b/erpnext/portal/doctype/homepage_featured_product/homepage_featured_product.json
@@ -1,301 +1,116 @@
{
- "allow_copy": 0,
- "allow_import": 0,
- "allow_rename": 0,
- "autoname": "hash",
- "beta": 0,
- "creation": "2016-04-22 05:57:06.261401",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Document",
- "editable_grid": 1,
+ "actions": [],
+ "autoname": "hash",
+ "creation": "2016-04-22 05:57:06.261401",
+ "doctype": "DocType",
+ "document_type": "Document",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "item_code",
+ "col_break1",
+ "item_name",
+ "view",
+ "section_break_5",
+ "description",
+ "column_break_7",
+ "image",
+ "thumbnail",
+ "route"
+ ],
"fields": [
{
- "allow_on_submit": 0,
- "bold": 1,
- "collapsible": 0,
- "fieldname": "item_code",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 1,
- "in_list_view": 1,
- "label": "Item Code",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "item_code",
- "oldfieldtype": "Link",
- "options": "Item",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "print_width": "150px",
- "read_only": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 1,
- "set_only_once": 0,
- "unique": 0,
+ "bold": 1,
+ "fieldname": "item_code",
+ "fieldtype": "Link",
+ "in_filter": 1,
+ "in_list_view": 1,
+ "label": "Item Code",
+ "oldfieldname": "item_code",
+ "oldfieldtype": "Link",
+ "options": "Item",
+ "print_width": "150px",
+ "reqd": 1,
+ "search_index": 1,
"width": "150px"
- },
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "col_break1",
- "fieldtype": "Column Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
+ "fieldname": "col_break1",
+ "fieldtype": "Column Break"
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "item_name",
- "fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 1,
- "label": "Item Name",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "item_name",
- "oldfieldtype": "Data",
- "options": "",
- "permlevel": 0,
- "precision": "",
- "print_hide": 1,
- "print_hide_if_no_value": 0,
- "print_width": "150",
- "read_only": 1,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0,
+ "fetch_from": "item_code.item_name",
+ "fetch_if_empty": 1,
+ "fieldname": "item_name",
+ "fieldtype": "Data",
+ "in_list_view": 1,
+ "label": "Item Name",
+ "oldfieldname": "item_name",
+ "oldfieldtype": "Data",
+ "print_hide": 1,
+ "print_width": "150",
+ "read_only": 1,
+ "reqd": 1,
"width": "150"
- },
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "view",
- "fieldtype": "Button",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 1,
- "label": "View",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
+ "fieldname": "view",
+ "fieldtype": "Button",
+ "in_list_view": 1,
+ "label": "View"
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 1,
- "fieldname": "section_break_5",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "label": "Description",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
+ "collapsible": 1,
+ "fieldname": "section_break_5",
+ "fieldtype": "Section Break",
+ "label": "Description"
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "description",
- "fieldtype": "Text Editor",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 1,
- "in_list_view": 1,
- "label": "Description",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "description",
- "oldfieldtype": "Small Text",
- "options": "",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "print_width": "300px",
- "read_only": 1,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0,
+ "fetch_from": "item_code.web_long_description",
+ "fieldname": "description",
+ "fieldtype": "Text Editor",
+ "in_filter": 1,
+ "in_list_view": 1,
+ "label": "Description",
+ "oldfieldname": "description",
+ "oldfieldtype": "Small Text",
+ "print_width": "300px",
"width": "300px"
- },
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "column_break_7",
- "fieldtype": "Column Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
+ "fieldname": "column_break_7",
+ "fieldtype": "Column Break"
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "image",
- "fieldtype": "Attach Image",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "label": "Image",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
+ "fetch_from": "item_code.website_image",
+ "fetch_if_empty": 1,
+ "fieldname": "image",
+ "fieldtype": "Attach Image",
+ "label": "Image"
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "thumbnail",
- "fieldtype": "Attach Image",
- "hidden": 1,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "label": "Thumbnail",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
+ "fieldname": "thumbnail",
+ "fieldtype": "Attach Image",
+ "hidden": 1,
+ "label": "Thumbnail"
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "route",
- "fieldtype": "Small Text",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "label": "route",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
+ "fieldname": "route",
+ "fieldtype": "Small Text",
+ "label": "route",
+ "read_only": 1
}
- ],
- "hide_heading": 0,
- "hide_toolbar": 0,
- "idx": 0,
- "image_view": 0,
- "in_create": 0,
-
- "is_submittable": 0,
- "issingle": 0,
- "istable": 1,
- "max_attachments": 0,
- "modified": "2016-08-09 06:09:34.731971",
- "modified_by": "Administrator",
- "module": "Portal",
- "name": "Homepage Featured Product",
- "name_case": "",
- "owner": "Administrator",
- "permissions": [],
- "quick_entry": 1,
- "read_only": 0,
- "read_only_onload": 0,
- "sort_field": "modified",
- "sort_order": "DESC",
- "track_seen": 0
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2020-08-25 15:27:49.573537",
+ "modified_by": "Administrator",
+ "module": "Portal",
+ "name": "Homepage Featured Product",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC"
}
\ No newline at end of file
diff --git a/erpnext/projects/doctype/timesheet/timesheet.js b/erpnext/projects/doctype/timesheet/timesheet.js
index 5de2930..607c3fd 100644
--- a/erpnext/projects/doctype/timesheet/timesheet.js
+++ b/erpnext/projects/doctype/timesheet/timesheet.js
@@ -94,13 +94,6 @@
}
},
- company: function(frm) {
- frappe.db.get_value('Company', { 'company_name' : frm.doc.company }, 'standard_working_hours')
- .then(({ message }) => {
- (frappe.working_hours = message.standard_working_hours || 0);
- });
- },
-
make_invoice: function(frm) {
let dialog = new frappe.ui.Dialog({
title: __("Select Item (optional)"),
diff --git a/erpnext/public/js/communication.js b/erpnext/public/js/communication.js
index 5316eb4..26e5ab8 100644
--- a/erpnext/public/js/communication.js
+++ b/erpnext/public/js/communication.js
@@ -7,13 +7,13 @@
},
setup_custom_buttons: (frm) => {
- let confirm_msg = "Are you sure you want to create {0} from this email";
+ let confirm_msg = "Are you sure you want to create {0} from this email?";
if(frm.doc.reference_doctype !== "Issue") {
frm.add_custom_button(__("Issue"), () => {
frappe.confirm(__(confirm_msg, [__("Issue")]), () => {
frm.trigger('make_issue_from_communication');
})
- }, "Make");
+ }, "Create");
}
if(!in_list(["Lead", "Opportunity"], frm.doc.reference_doctype)) {
@@ -62,17 +62,36 @@
},
make_opportunity_from_communication: (frm) => {
- return frappe.call({
- method: "erpnext.crm.doctype.opportunity.opportunity.make_opportunity_from_communication",
- args: {
- communication: frm.doc.name
- },
- freeze: true,
- callback: (r) => {
- if(r.message) {
- frm.reload_doc()
+ const fields = [{
+ fieldtype: 'Link',
+ label: __('Select a Company'),
+ fieldname: 'company',
+ options: 'Company',
+ reqd: 1,
+ default: frappe.defaults.get_user_default("Company")
+ }];
+
+ frappe.prompt(fields, data => {
+ frappe.call({
+ method: "erpnext.crm.doctype.opportunity.opportunity.make_opportunity_from_communication",
+ args: {
+ communication: frm.doc.name,
+ company: data.company
+ },
+ freeze: true,
+ callback: (r) => {
+ if(r.message) {
+ frm.reload_doc();
+ frappe.show_alert({
+ message: __("Opportunity {0} created",
+ ['<a href="#Form/Opportunity/'+r.message+'">' + r.message + '</a>']),
+ indicator: 'green'
+ });
+ }
}
- }
- })
+ });
+ },
+ 'Create an Opportunity',
+ 'Create');
}
-});
\ No newline at end of file
+});
diff --git a/erpnext/public/js/conf.js b/erpnext/public/js/conf.js
index 9870f81..2af9140 100644
--- a/erpnext/public/js/conf.js
+++ b/erpnext/public/js/conf.js
@@ -3,32 +3,6 @@
frappe.provide('erpnext');
-// add toolbar icon
-$(document).bind('toolbar_setup', function() {
- frappe.app.name = "ERPNext";
-
- frappe.help_feedback_link = '<p><a class="text-muted" \
- href="https://discuss.erpnext.com">Feedback</a></p>'
-
-
- $('[data-link="docs"]').attr("href", "https://erpnext.com/docs")
- $('[data-link="issues"]').attr("href", "https://github.com/frappe/erpnext/issues")
-
-
- // default documentation goes to erpnext
- // $('[data-link-type="documentation"]').attr('data-path', '/erpnext/manual/index');
-
- // additional help links for erpnext
- var $help_menu = $('.dropdown-help ul .documentation-links');
- $('<li><a data-link-type="forum" href="https://erpnext.com/docs/user/manual" \
- target="_blank">'+__('Documentation')+'</a></li>').insertBefore($help_menu);
- $('<li><a data-link-type="forum" href="https://discuss.erpnext.com" \
- target="_blank">'+__('User Forum')+'</a></li>').insertBefore($help_menu);
- $('<li><a href="https://github.com/frappe/erpnext/issues" \
- target="_blank">'+__('Report an Issue')+'</a></li>').insertBefore($help_menu);
-
-});
-
// preferred modules for breadcrumbs
$.extend(frappe.breadcrumbs.preferred, {
"Item Group": "Stock",
diff --git a/erpnext/public/js/controllers/taxes_and_totals.js b/erpnext/public/js/controllers/taxes_and_totals.js
index 405a33c..6951539 100644
--- a/erpnext/public/js/controllers/taxes_and_totals.js
+++ b/erpnext/public/js/controllers/taxes_and_totals.js
@@ -163,9 +163,11 @@
$.each(me.frm.doc["items"] || [], function(n, item) {
var item_tax_map = me._load_item_tax_rate(item.item_tax_rate);
var cumulated_tax_fraction = 0.0;
-
+ var total_inclusive_tax_amount_per_qty = 0;
$.each(me.frm.doc["taxes"] || [], function(i, tax) {
- tax.tax_fraction_for_current_item = me.get_current_tax_fraction(tax, item_tax_map);
+ var current_tax_fraction = me.get_current_tax_fraction(tax, item_tax_map);
+ tax.tax_fraction_for_current_item = current_tax_fraction[0];
+ var inclusive_tax_amount_per_qty = current_tax_fraction[1];
if(i==0) {
tax.grand_total_fraction_for_current_item = 1 + tax.tax_fraction_for_current_item;
@@ -176,10 +178,12 @@
}
cumulated_tax_fraction += tax.tax_fraction_for_current_item;
+ total_inclusive_tax_amount_per_qty += inclusive_tax_amount_per_qty * flt(item.qty);
});
- if(cumulated_tax_fraction && !me.discount_amount_applied) {
- item.net_amount = flt(item.amount / (1 + cumulated_tax_fraction));
+ if(!me.discount_amount_applied && item.qty && (total_inclusive_tax_amount_per_qty || cumulated_tax_fraction)) {
+ var amount = flt(item.amount) - total_inclusive_tax_amount_per_qty;
+ item.net_amount = flt(amount / (1 + cumulated_tax_fraction));
item.net_rate = item.qty ? flt(item.net_amount / item.qty, precision("net_rate", item)) : 0;
me.set_in_company_currency(item, ["net_rate", "net_amount"]);
@@ -191,6 +195,7 @@
// Get tax fraction for calculating tax exclusive amount
// from tax inclusive amount
var current_tax_fraction = 0.0;
+ var inclusive_tax_amount_per_qty = 0;
if(cint(tax.included_in_print_rate)) {
var tax_rate = this._get_tax_rate(tax, item_tax_map);
@@ -205,13 +210,16 @@
} else if(tax.charge_type == "On Previous Row Total") {
current_tax_fraction = (tax_rate / 100.0) *
this.frm.doc["taxes"][cint(tax.row_id) - 1].grand_total_fraction_for_current_item;
+ } else if (tax.charge_type == "On Item Quantity") {
+ inclusive_tax_amount_per_qty = flt(tax_rate);
}
}
- if(tax.add_deduct_tax) {
- current_tax_fraction *= (tax.add_deduct_tax == "Deduct") ? -1.0 : 1.0;
+ if(tax.add_deduct_tax && tax.add_deduct_tax == "Deduct") {
+ current_tax_fraction *= -1;
+ inclusive_tax_amount_per_qty *= -1;
}
- return current_tax_fraction;
+ return [current_tax_fraction, inclusive_tax_amount_per_qty];
},
_get_tax_rate: function(tax, item_tax_map) {
@@ -360,8 +368,9 @@
} else if(tax.charge_type == "On Previous Row Total") {
current_tax_amount = (tax_rate / 100.0) *
this.frm.doc["taxes"][cint(tax.row_id) - 1].grand_total_for_current_item;
+ } else if (tax.charge_type == "On Item Quantity") {
+ current_tax_amount = tax_rate * item.qty;
}
-
this.set_item_wise_tax(item, tax, tax_rate, current_tax_amount);
return current_tax_amount;
@@ -573,7 +582,7 @@
var actual_taxes_dict = {};
$.each(this.frm.doc["taxes"] || [], function(i, tax) {
- if (tax.charge_type == "Actual") {
+ if (in_list(["Actual", "On Item Quantity"], tax.charge_type)) {
var tax_amount = (tax.category == "Valuation") ? 0.0 : tax.tax_amount;
tax_amount *= (tax.add_deduct_tax == "Deduct") ? -1.0 : 1.0;
actual_taxes_dict[tax.idx] = tax_amount;
@@ -586,7 +595,7 @@
$.each(actual_taxes_dict, function(key, value) {
if (value) total_actual_tax += value;
});
-
+
return flt(this.frm.doc.grand_total - total_actual_tax, precision("grand_total"));
}
},
diff --git a/erpnext/public/js/controllers/transaction.js b/erpnext/public/js/controllers/transaction.js
index 4e50f3d..792235f 100644
--- a/erpnext/public/js/controllers/transaction.js
+++ b/erpnext/public/js/controllers/transaction.js
@@ -781,10 +781,23 @@
else var date = this.frm.doc.transaction_date;
if (frappe.meta.get_docfield(this.frm.doctype, "shipping_address") &&
- in_list(['Purchase Order', 'Purchase Receipt', 'Purchase Invoice'], this.frm.doctype)){
+ in_list(['Purchase Order', 'Purchase Receipt', 'Purchase Invoice'], this.frm.doctype)) {
erpnext.utils.get_shipping_address(this.frm, function(){
set_party_account(set_pricing);
})
+
+ // Get default company billing address in Purchase Invoice, Order and Receipt
+ frappe.call({
+ 'method': 'frappe.contacts.doctype.address.address.get_default_address',
+ 'args': {
+ 'doctype': 'Company',
+ 'name': this.frm.doc.company
+ },
+ 'callback': function(r) {
+ me.frm.set_value('billing_address', r.message);
+ }
+ });
+
} else {
set_party_account(set_pricing);
}
@@ -1821,7 +1834,6 @@
},
set_query_for_item_tax_template: function(doc, cdt, cdn) {
-
var item = frappe.get_doc(cdt, cdn);
if(!item.item_code) {
frappe.throw(__("Please enter Item Code to get item taxes"));
@@ -1829,7 +1841,7 @@
let filters = {
'item_code': item.item_code,
- 'valid_from': doc.transaction_date || doc.bill_date || doc.posting_date,
+ 'valid_from': ["<=", doc.transaction_date || doc.bill_date || doc.posting_date],
'item_group': item.item_group,
}
diff --git a/erpnext/public/less/products.less b/erpnext/public/less/products.less
index 79f57b3..5e744ce 100644
--- a/erpnext/public/less/products.less
+++ b/erpnext/public/less/products.less
@@ -22,6 +22,8 @@
}
.filter-options {
+ margin-left: -5px;
+ padding-left: 5px;
max-height: 300px;
overflow: auto;
}
diff --git a/erpnext/public/less/website.less b/erpnext/public/less/website.less
index 57a0a33..ac878de 100644
--- a/erpnext/public/less/website.less
+++ b/erpnext/public/less/website.less
@@ -297,6 +297,10 @@
margin-top: 30px;
}
+.item-group-slideshow {
+ margin-bottom: 1rem;
+}
+
.product-image-img {
border: 1px solid @light-border-color;
border-radius: 3px;
diff --git a/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.py b/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.py
index 2d306ba..787d557 100644
--- a/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.py
+++ b/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.py
@@ -234,9 +234,6 @@
self.report_dict[supply_type][supply_category][account_map.get(account_type)] += \
flt(tax_details.get((account_name, gst_category), {}).get("amount"), 2)
- for k, v in iteritems(account_map):
- txval -= self.report_dict.get(supply_type, {}).get(supply_category, {}).get(v, 0)
-
self.report_dict[supply_type][supply_category]["txval"] += flt(txval, 2)
def set_inter_state_supply(self, inter_state_supply):
@@ -256,7 +253,7 @@
def get_total_taxable_value(self, doctype, reverse_charge):
return frappe._dict(frappe.db.sql("""
- select gst_category, sum(base_grand_total) as total
+ select gst_category, sum(net_total) as total
from `tab{doctype}`
where docstatus = 1 and month(posting_date) = %s
and year(posting_date) = %s and reverse_charge = %s
@@ -309,26 +306,27 @@
inter_state_supply_tax_mapping.setdefault(d.name, {
'place_of_supply': d.place_of_supply,
'taxable_value': d.net_total,
+ 'gst_category': d.gst_category,
'camt': 0.0,
'samt': 0.0,
'iamt': 0.0,
'csamt': 0.0
})
- if d.account_head in [d.cgst_account for d in self.account_heads]:
+ if d.account_head in [a.cgst_account for a in self.account_heads]:
inter_state_supply_tax_mapping[d.name]['camt'] += d.tax_amount
- if d.account_head in [d.sgst_account for d in self.account_heads]:
+ if d.account_head in [a.sgst_account for a in self.account_heads]:
inter_state_supply_tax_mapping[d.name]['samt'] += d.tax_amount
- if d.account_head in [d.igst_account for d in self.account_heads]:
+ if d.account_head in [a.igst_account for a in self.account_heads]:
inter_state_supply_tax_mapping[d.name]['iamt'] += d.tax_amount
- if d.account_head in [d.cess_account for d in self.account_heads]:
+ if d.account_head in [a.cess_account for a in self.account_heads]:
inter_state_supply_tax_mapping[d.name]['csamt'] += d.tax_amount
for key, value in iteritems(inter_state_supply_tax_mapping):
- if d.place_of_supply:
+ if value.get('place_of_supply'):
osup_det = self.report_dict["sup_details"]["osup_det"]
osup_det["txval"] = flt(osup_det["txval"] + value['taxable_value'], 2)
osup_det["iamt"] = flt(osup_det["iamt"] + value['iamt'], 2)
@@ -336,15 +334,15 @@
osup_det["samt"] = flt(osup_det["samt"] + value['samt'], 2)
osup_det["csamt"] = flt(osup_det["csamt"] + value['csamt'], 2)
- if state_number != d.place_of_supply.split("-")[0]:
- inter_state_supply_details.setdefault((d.gst_category, d.place_of_supply), {
+ if state_number != value.get('place_of_supply').split("-")[0]:
+ inter_state_supply_details.setdefault((value.get('gst_category'), value.get('place_of_supply')), {
"txval": 0.0,
- "pos": d.place_of_supply.split("-")[0],
+ "pos": value.get('place_of_supply').split("-")[0],
"iamt": 0.0
})
- inter_state_supply_details[(d.gst_category, d.place_of_supply)]['txval'] += value['taxable_value']
- inter_state_supply_details[(d.gst_category, d.place_of_supply)]['iamt'] += value['iamt']
+ inter_state_supply_details[(value.get('gst_category'), value.get('place_of_supply'))]['txval'] += value['taxable_value']
+ inter_state_supply_details[(value.get('gst_category'), value.get('place_of_supply'))]['iamt'] += value['iamt']
return inter_state_supply_details
diff --git a/erpnext/regional/india/__init__.py b/erpnext/regional/india/__init__.py
index 0ed98b7..d6221a8 100644
--- a/erpnext/regional/india/__init__.py
+++ b/erpnext/regional/india/__init__.py
@@ -10,8 +10,7 @@
'Bihar',
'Chandigarh',
'Chhattisgarh',
- 'Dadra and Nagar Haveli',
- 'Daman and Diu',
+ 'Dadra and Nagar Haveli and Daman and Diu',
'Delhi',
'Goa',
'Gujarat',
@@ -50,8 +49,7 @@
"Bihar": "10",
"Chandigarh": "04",
"Chhattisgarh": "22",
- "Dadra and Nagar Haveli": "26",
- "Daman and Diu": "25",
+ "Dadra and Nagar Haveli and Daman and Diu": "26",
"Delhi": "07",
"Goa": "30",
"Gujarat": "24",
diff --git a/erpnext/regional/india/gst_state_code_data.json b/erpnext/regional/india/gst_state_code_data.json
index 6dab81d..ff88e0f 100644
--- a/erpnext/regional/india/gst_state_code_data.json
+++ b/erpnext/regional/india/gst_state_code_data.json
@@ -135,14 +135,9 @@
"state_name": "Delhi"
},
{
- "state_number": "25",
- "state_code": "DD",
- "state_name": "Daman and Diu"
- },
- {
"state_number": "26",
"state_code": "DN",
- "state_name": "Dadra and Nagar Haveli"
+ "state_name": "Dadra and Nagar Haveli and Daman and Diu"
},
{
"state_number": "22",
diff --git a/erpnext/regional/india/utils.py b/erpnext/regional/india/utils.py
index fe7e0c8..69e47a4 100644
--- a/erpnext/regional/india/utils.py
+++ b/erpnext/regional/india/utils.py
@@ -1,6 +1,7 @@
from __future__ import unicode_literals
import frappe, re, json
from frappe import _
+import erpnext
from frappe.utils import cstr, flt, date_diff, nowdate, round_based_on_smallest_currency_fraction, money_in_words
from erpnext.regional.india import states, state_numbers
from erpnext.controllers.taxes_and_totals import get_itemised_tax, get_itemised_taxable_amount
@@ -673,25 +674,34 @@
if country != 'India':
return
+ if not doc.total_taxes_and_charges:
+ return
+
if doc.reverse_charge == 'Y':
gst_accounts = get_gst_accounts(doc.company)
gst_account_list = gst_accounts.get('cgst_account') + gst_accounts.get('sgst_account') \
+ gst_accounts.get('igst_account')
+ base_gst_tax = 0
gst_tax = 0
+
for tax in doc.get('taxes'):
if tax.category not in ("Total", "Valuation and Total"):
continue
if flt(tax.base_tax_amount_after_discount_amount) and tax.account_head in gst_account_list:
- gst_tax += tax.base_tax_amount_after_discount_amount
+ base_gst_tax += tax.base_tax_amount_after_discount_amount
+ gst_tax += tax.tax_amount_after_discount_amount
doc.taxes_and_charges_added -= gst_tax
doc.total_taxes_and_charges -= gst_tax
+ doc.base_taxes_and_charges_added -= base_gst_tax
+ doc.base_total_taxes_and_charges -= base_gst_tax
- update_totals(gst_tax, doc)
+ update_totals(gst_tax, base_gst_tax, doc)
-def update_totals(gst_tax, doc):
+def update_totals(gst_tax, base_gst_tax, doc):
+ doc.base_grand_total -= base_gst_tax
doc.grand_total -= gst_tax
if doc.meta.get_field("rounded_total"):
@@ -707,13 +717,14 @@
doc.outstanding_amount = doc.rounded_total or doc.grand_total
doc.in_words = money_in_words(doc.grand_total, doc.currency)
+ doc.base_in_words = money_in_words(doc.base_grand_total, erpnext.get_company_currency(doc.company))
doc.set_payment_schedule()
def make_regional_gl_entries(gl_entries, doc):
country = frappe.get_cached_value('Company', doc.company, 'country')
if country != 'India':
- return
+ return gl_entries
if doc.reverse_charge == 'Y':
gst_accounts = get_gst_accounts(doc.company)
@@ -724,6 +735,7 @@
if tax.category not in ("Total", "Valuation and Total"):
continue
+ dr_or_cr = "credit" if tax.add_deduct_tax == "Add" else "debit"
if flt(tax.base_tax_amount_after_discount_amount) and tax.account_head in gst_account_list:
account_currency = get_account_currency(tax.account_head)
@@ -733,8 +745,8 @@
"cost_center": tax.cost_center,
"posting_date": doc.posting_date,
"against": doc.supplier,
- "credit": tax.base_tax_amount_after_discount_amount,
- "credits_in_account_currency": tax.base_tax_amount_after_discount_amount \
+ dr_or_cr: tax.base_tax_amount_after_discount_amount,
+ dr_or_cr + "_in_account_currency": tax.base_tax_amount_after_discount_amount \
if account_currency==doc.company_currency \
else tax.tax_amount_after_discount_amount
}, account_currency, item=tax)
diff --git a/erpnext/regional/report/gstr_1/gstr_1.py b/erpnext/regional/report/gstr_1/gstr_1.py
index 8885b88..282efe4 100644
--- a/erpnext/regional/report/gstr_1/gstr_1.py
+++ b/erpnext/regional/report/gstr_1/gstr_1.py
@@ -131,6 +131,9 @@
taxable_value += abs(net_amount)
elif tax_rate:
taxable_value += abs(net_amount)
+ elif not tax_rate and self.filters.get('type_of_business') == 'EXPORT' \
+ and invoice_details.get('export_type') == "Without Payment of Tax":
+ taxable_value += abs(net_amount)
row += [tax_rate or 0, taxable_value]
diff --git a/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.js b/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.js
index dfdf9dc..b757d53 100644
--- a/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.js
+++ b/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.js
@@ -46,5 +46,28 @@
],
onload: (report) => {
fetch_gstins(report);
+
+ report.page.add_inner_button(__("Download JSON"), function () {
+ var filters = report.get_values();
+
+ frappe.call({
+ method: 'erpnext.regional.report.hsn_wise_summary_of_outward_supplies.hsn_wise_summary_of_outward_supplies.get_json',
+ args: {
+ data: report.data,
+ report_name: report.report_name,
+ filters: filters
+ },
+ callback: function(r) {
+ if (r.message) {
+ const args = {
+ cmd: 'erpnext.regional.report.hsn_wise_summary_of_outward_supplies.hsn_wise_summary_of_outward_supplies.download_json_file',
+ data: r.message.data,
+ report_name: r.message.report_name
+ };
+ open_url_post(frappe.request.url, args);
+ }
+ }
+ });
+ });
}
};
diff --git a/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.py b/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.py
index 222dfa1..59389ce 100644
--- a/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.py
+++ b/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.py
@@ -4,9 +4,13 @@
from __future__ import unicode_literals
import frappe, erpnext
from frappe import _
-from frappe.utils import flt
+from frappe.utils import flt, getdate, cstr
from frappe.model.meta import get_field_precision
from frappe.utils.xlsxutils import handle_html
+from six import iteritems
+import json
+from erpnext.regional.india.utils import get_gst_accounts
+from erpnext.regional.report.gstr_1.gstr_1 import get_company_gstin_number
def execute(filters=None):
return _execute(filters)
@@ -21,21 +25,24 @@
itemised_tax, tax_columns = get_tax_accounts(item_list, columns, company_currency)
data = []
+ added_item = []
for d in item_list:
- row = [d.gst_hsn_code, d.description, d.stock_uom, d.stock_qty]
- total_tax = 0
- for tax in tax_columns:
- item_tax = itemised_tax.get(d.name, {}).get(tax, {})
- total_tax += flt(item_tax.get("tax_amount"))
+ if (d.parent, d.item_code) not in added_item:
+ row = [d.gst_hsn_code, d.description, d.stock_uom, d.stock_qty]
+ total_tax = 0
+ for tax in tax_columns:
+ item_tax = itemised_tax.get((d.parent, d.item_code), {}).get(tax, {})
+ total_tax += flt(item_tax.get("tax_amount", 0))
- row += [d.base_net_amount + total_tax]
- row += [d.base_net_amount]
+ row += [d.base_net_amount + total_tax]
+ row += [d.base_net_amount]
- for tax in tax_columns:
- item_tax = itemised_tax.get(d.name, {}).get(tax, {})
- row += [item_tax.get("tax_amount", 0)]
+ for tax in tax_columns:
+ item_tax = itemised_tax.get((d.parent, d.item_code), {}).get(tax, {})
+ row += [item_tax.get("tax_amount", 0)]
- data.append(row)
+ data.append(row)
+ added_item.append((d.parent, d.item_code))
if data:
data = get_merged_data(columns, data) # merge same hsn code data
return columns, data
@@ -103,7 +110,7 @@
match_conditions = " and {0} ".format(match_conditions)
- return frappe.db.sql("""
+ items = frappe.db.sql("""
select
`tabSales Invoice Item`.name, `tabSales Invoice Item`.base_price_list_rate,
`tabSales Invoice Item`.gst_hsn_code, `tabSales Invoice Item`.stock_qty,
@@ -118,10 +125,9 @@
""" % (conditions, match_conditions), filters, as_dict=1)
+ return items
-def get_tax_accounts(item_list, columns, company_currency,
- doctype="Sales Invoice", tax_doctype="Sales Taxes and Charges"):
- import json
+def get_tax_accounts(item_list, columns, company_currency, doctype="Sales Invoice", tax_doctype="Sales Taxes and Charges"):
item_row_map = {}
tax_columns = []
invoice_item_row = {}
@@ -137,7 +143,7 @@
tax_details = frappe.db.sql("""
select
- parent, description, item_wise_tax_detail,
+ parent, account_head, item_wise_tax_detail,
base_tax_amount_after_discount_amount
from `tab%s`
where
@@ -149,11 +155,11 @@
""" % (tax_doctype, '%s', ', '.join(['%s']*len(invoice_item_row)), conditions),
tuple([doctype] + list(invoice_item_row)))
- for parent, description, item_wise_tax_detail, tax_amount in tax_details:
- description = handle_html(description)
- if description not in tax_columns and tax_amount:
+ for parent, account_head, item_wise_tax_detail, tax_amount in tax_details:
+
+ if account_head not in tax_columns and tax_amount:
# as description is text editor earlier and markup can break the column convention in reports
- tax_columns.append(description)
+ tax_columns.append(account_head)
if item_wise_tax_detail:
try:
@@ -171,50 +177,113 @@
for d in item_row_map.get(parent, {}).get(item_code, []):
item_tax_amount = tax_amount
if item_tax_amount:
- itemised_tax.setdefault(d.name, {})[description] = frappe._dict({
+ itemised_tax.setdefault((parent, item_code), {})[account_head] = frappe._dict({
"tax_amount": flt(item_tax_amount, tax_amount_precision)
})
except ValueError:
continue
tax_columns.sort()
- for desc in tax_columns:
- columns.append(desc + " Amount:Currency/currency:160")
+ for account_head in tax_columns:
+ columns.append({
+ "label": account_head,
+ "fieldname": frappe.scrub(account_head),
+ "fieldtype": "Float",
+ "width": 110
+ })
- # columns += ["Total Amount:Currency/currency:110"]
return itemised_tax, tax_columns
def get_merged_data(columns, data):
merged_hsn_dict = {} # to group same hsn under one key and perform row addition
- add_column_index = [] # store index of columns that needs to be added
- tax_col = len(get_columns())
- fields_to_merge = ["stock_qty", "total_amount", "taxable_amount"] # columns for which index needs to be found
-
- for i,d in enumerate(columns):
- # check if fieldname in to_merge list and ignore tax-columns
- if i < tax_col and d["fieldname"] in fields_to_merge:
- add_column_index.append(i)
+ result = []
for row in data:
- if row[0] in merged_hsn_dict:
- to_add_row = merged_hsn_dict.get(row[0])
+ merged_hsn_dict.setdefault(row[0], {})
+ for i, d in enumerate(columns):
+ if d['fieldtype'] not in ('Int', 'Float', 'Currency'):
+ merged_hsn_dict[row[0]][d['fieldname']] = row[i]
+ else:
+ if merged_hsn_dict.get(row[0], {}).get(d['fieldname'], ''):
+ merged_hsn_dict[row[0]][d['fieldname']] += row[i]
+ else:
+ merged_hsn_dict[row[0]][d['fieldname']] = row[i]
- # add columns from the add_column_index table
- for k in add_column_index:
- to_add_row[k] += row[k]
+ for key, value in iteritems(merged_hsn_dict):
+ result.append(value)
- # add tax columns
- for k in range(len(columns)):
- if tax_col <= k < len(columns):
- to_add_row[k] += row[k]
+ return result
- # update hsn dict with the newly added data
- merged_hsn_dict[row[0]] = to_add_row
- else:
- merged_hsn_dict[row[0]] = row
+@frappe.whitelist()
+def get_json(filters, report_name, data):
+ filters = json.loads(filters)
+ report_data = json.loads(data)
+ gstin = filters.get('company_gstin') or get_company_gstin_number(filters["company"])
- # extract data rows to be displayed in report
- data = [merged_hsn_dict[d] for d in merged_hsn_dict]
+ if not filters.get('from_date') or not filters.get('to_date'):
+ frappe.throw(_("Please enter From Date and To Date to generate JSON"))
+
+ fp = "%02d%s" % (getdate(filters["to_date"]).month, getdate(filters["to_date"]).year)
+
+ gst_json = {"version": "GST2.3.4",
+ "hash": "hash", "gstin": gstin, "fp": fp}
+
+ gst_json["hsn"] = {
+ "data": get_hsn_wise_json_data(filters, report_data)
+ }
+
+ return {
+ 'report_name': report_name,
+ 'data': gst_json
+ }
+
+@frappe.whitelist()
+def download_json_file():
+ '''download json content in a file'''
+ data = frappe._dict(frappe.local.form_dict)
+ frappe.response['filename'] = frappe.scrub("{0}".format(data['report_name'])) + '.json'
+ frappe.response['filecontent'] = data['data']
+ frappe.response['content_type'] = 'application/json'
+ frappe.response['type'] = 'download'
+
+def get_hsn_wise_json_data(filters, report_data):
+
+ filters = frappe._dict(filters)
+ gst_accounts = get_gst_accounts(filters.company)
+ data = []
+ count = 1
+
+ for hsn in report_data:
+ row = {
+ "num": count,
+ "hsn_sc": hsn.get("gst_hsn_code"),
+ "desc": hsn.get("description"),
+ "uqc": hsn.get("stock_uom").upper(),
+ "qty": hsn.get("stock_qty"),
+ "val": flt(hsn.get("total_amount"), 2),
+ "txval": flt(hsn.get("taxable_amount", 2)),
+ "iamt": 0.0,
+ "camt": 0.0,
+ "samt": 0.0,
+ "csamt": 0.0
+
+ }
+
+ for account in gst_accounts.get('igst_account'):
+ row['iamt'] += flt(hsn.get(frappe.scrub(cstr(account)), 0.0), 2)
+
+ for account in gst_accounts.get('cgst_account'):
+ row['camt'] += flt(hsn.get(frappe.scrub(cstr(account)), 0.0), 2)
+
+ for account in gst_accounts.get('sgst_account'):
+ row['samt'] += flt(hsn.get(frappe.scrub(cstr(account)), 0.0), 2)
+
+ for account in gst_accounts.get('cess_account'):
+ row['csamt'] += flt(hsn.get(frappe.scrub(cstr(account)), 0.0), 2)
+
+ data.append(row)
+ count +=1
return data
+
diff --git a/erpnext/selling/desk_page/retail/retail.json b/erpnext/selling/desk_page/retail/retail.json
index 7b30af2..581e14c 100644
--- a/erpnext/selling/desk_page/retail/retail.json
+++ b/erpnext/selling/desk_page/retail/retail.json
@@ -3,7 +3,7 @@
{
"hidden": 0,
"label": "Retail Operations",
- "links": "[\n {\n \"description\": \"Setup default values for POS Invoices\",\n \"label\": \"Point-of-Sale Profile\",\n \"name\": \"POS Profile\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"POS Profile\"\n ],\n \"description\": \"Point of Sale\",\n \"label\": \"POS\",\n \"name\": \"pos\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"description\": \"Cashier Closing\",\n \"label\": \"Cashier Closing\",\n \"name\": \"Cashier Closing\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Setup mode of POS (Online / Offline)\",\n \"label\": \"POS Settings\",\n \"name\": \"POS Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To make Customer based incentive schemes.\",\n \"label\": \"Loyalty Program\",\n \"name\": \"Loyalty Program\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To view logs of Loyalty Points assigned to a Customer.\",\n \"label\": \"Loyalty Point Entry\",\n \"name\": \"Loyalty Point Entry\",\n \"type\": \"doctype\"\n }\n]"
+ "links": "[\n {\n \"description\": \"Setup default values for POS Invoices\",\n \"label\": \"Point of Sale Profile\",\n \"name\": \"POS Profile\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"POS Profile\"\n ],\n \"description\": \"Point of Sale\",\n \"label\": \"Point of Sale\",\n \"name\": \"point-of-sale\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"description\": \"Setup mode of POS (Online / Offline)\",\n \"label\": \"POS Settings\",\n \"name\": \"POS Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Cashier Closing\",\n \"label\": \"Cashier Closing\",\n \"name\": \"Cashier Closing\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To make Customer based incentive schemes.\",\n \"label\": \"Loyalty Program\",\n \"name\": \"Loyalty Program\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To view logs of Loyalty Points assigned to a Customer.\",\n \"label\": \"Loyalty Point Entry\",\n \"name\": \"Loyalty Point Entry\",\n \"type\": \"doctype\"\n }\n]"
}
],
"category": "Domains",
@@ -14,10 +14,11 @@
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
+ "hide_custom": 0,
"idx": 0,
"is_standard": 1,
"label": "Retail",
- "modified": "2020-04-26 22:42:39.346750",
+ "modified": "2020-08-20 18:00:07.515691",
"modified_by": "Administrator",
"module": "Selling",
"name": "Retail",
@@ -25,5 +26,27 @@
"pin_to_bottom": 0,
"pin_to_top": 0,
"restrict_to_domain": "Retail",
- "shortcuts": []
+ "shortcuts": [
+ {
+ "color": "#9deca2",
+ "doc_view": "",
+ "format": "{} Active",
+ "label": "Point of Sale Profile",
+ "link_to": "POS Profile",
+ "stats_filter": "{\n \"disabled\": 0\n}",
+ "type": "DocType"
+ },
+ {
+ "doc_view": "",
+ "label": "Point of Sale",
+ "link_to": "point-of-sale",
+ "type": "Page"
+ },
+ {
+ "doc_view": "",
+ "label": "POS Settings",
+ "link_to": "POS Settings",
+ "type": "DocType"
+ }
+ ]
}
\ No newline at end of file
diff --git a/erpnext/selling/desk_page/selling/selling.json b/erpnext/selling/desk_page/selling/selling.json
index 2252382..4c09ee9 100644
--- a/erpnext/selling/desk_page/selling/selling.json
+++ b/erpnext/selling/desk_page/selling/selling.json
@@ -18,7 +18,7 @@
{
"hidden": 0,
"label": "Key Reports",
- "links": "[\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Analytics\",\n \"name\": \"Sales Analytics\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Order Analysis\",\n \"name\": \"Sales Order Analysis\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Sales Funnel\",\n \"name\": \"sales-funnel\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Order Trends\",\n \"name\": \"Sales Order Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Quotation\"\n ],\n \"doctype\": \"Quotation\",\n \"is_query_report\": true,\n \"label\": \"Quotation Trends\",\n \"name\": \"Quotation Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"icon\": \"fa fa-bar-chart\",\n \"is_query_report\": true,\n \"label\": \"Customer Acquisition and Loyalty\",\n \"name\": \"Customer Acquisition and Loyalty\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Inactive Customers\",\n \"name\": \"Inactive Customers\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Person-wise Transaction Summary\",\n \"name\": \"Sales Person-wise Transaction Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Item-wise Sales History\",\n \"name\": \"Item-wise Sales History\",\n \"type\": \"report\"\n }\n]"
+ "links": "[\n {\n \n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Analytics\",\n \"name\": \"Sales Analytics\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Order Analysis\",\n \"name\": \"Sales Order Analysis\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Sales Funnel\",\n \"name\": \"sales-funnel\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Order Trends\",\n \"name\": \"Sales Order Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Quotation\"\n ],\n \"doctype\": \"Quotation\",\n \"is_query_report\": true,\n \"label\": \"Quotation Trends\",\n \"name\": \"Quotation Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"icon\": \"fa fa-bar-chart\",\n \"is_query_report\": true,\n \"label\": \"Customer Acquisition and Loyalty\",\n \"name\": \"Customer Acquisition and Loyalty\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Inactive Customers\",\n \"name\": \"Inactive Customers\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Person-wise Transaction Summary\",\n \"name\": \"Sales Person-wise Transaction Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Item-wise Sales History\",\n \"name\": \"Item-wise Sales History\",\n \"type\": \"report\"\n }\n]"
},
{
"hidden": 0,
@@ -44,7 +44,7 @@
"idx": 0,
"is_standard": 1,
"label": "Selling",
- "modified": "2020-06-29 19:26:35.139097",
+ "modified": "2020-08-15 10:12:53.131621",
"modified_by": "Administrator",
"module": "Selling",
"name": "Selling",
diff --git a/erpnext/selling/doctype/customer/customer.py b/erpnext/selling/doctype/customer/customer.py
index ca62488..93d4832 100644
--- a/erpnext/selling/doctype/customer/customer.py
+++ b/erpnext/selling/doctype/customer/customer.py
@@ -184,6 +184,14 @@
def validate_credit_limit_on_change(self):
if self.get("__islocal") or not self.credit_limits:
return
+
+ past_credit_limits = [d.credit_limit
+ for d in frappe.db.get_all("Customer Credit Limit", filters={'parent': self.name}, fields=["credit_limit"], order_by="company")]
+
+ current_credit_limits = [d.credit_limit for d in sorted(self.credit_limits, key=lambda k: k.company)]
+
+ if past_credit_limits == current_credit_limits:
+ return
company_record = []
for limit in self.credit_limits:
diff --git a/erpnext/selling/doctype/customer/customer_dashboard.py b/erpnext/selling/doctype/customer/customer_dashboard.py
index 22e30e3..532c11b 100644
--- a/erpnext/selling/doctype/customer/customer_dashboard.py
+++ b/erpnext/selling/doctype/customer/customer_dashboard.py
@@ -12,7 +12,8 @@
'Payment Entry': 'party',
'Quotation': 'party_name',
'Opportunity': 'party_name',
- 'Bank Account': 'party'
+ 'Bank Account': 'party',
+ 'Subscription': 'party'
},
'dynamic_links': {
'party_name': ['Customer', 'quotation_to']
@@ -32,7 +33,7 @@
},
{
'label': _('Support'),
- 'items': ['Issue']
+ 'items': ['Issue', 'Maintenance Visit', 'Installation Note', 'Warranty Claim']
},
{
'label': _('Projects'),
diff --git a/erpnext/selling/doctype/quotation/quotation.json b/erpnext/selling/doctype/quotation/quotation.json
index 6d34c2a..5b85187 100644
--- a/erpnext/selling/doctype/quotation/quotation.json
+++ b/erpnext/selling/doctype/quotation/quotation.json
@@ -923,7 +923,7 @@
"fieldname": "lost_reasons",
"fieldtype": "Table MultiSelect",
"label": "Lost Reasons",
- "options": "Lost Reason Detail",
+ "options": "Quotation Lost Reason Detail",
"read_only": 1
}
],
@@ -932,7 +932,7 @@
"is_submittable": 1,
"links": [],
"max_attachments": 1,
- "modified": "2020-07-18 04:59:09.960118",
+ "modified": "2020-07-26 17:46:19.951223",
"modified_by": "Administrator",
"module": "Selling",
"name": "Quotation",
diff --git a/erpnext/selling/doctype/quotation/quotation.py b/erpnext/selling/doctype/quotation/quotation.py
index 449a968..20ae19f 100644
--- a/erpnext/selling/doctype/quotation/quotation.py
+++ b/erpnext/selling/doctype/quotation/quotation.py
@@ -68,7 +68,7 @@
def declare_enquiry_lost(self, lost_reasons_list, detailed_reason=None):
if not self.has_sales_order():
- get_lost_reasons = frappe.get_list('Opportunity Lost Reason',
+ get_lost_reasons = frappe.get_list('Quotation Lost Reason',
fields = ["name"])
lost_reasons_lst = [reason.get('name') for reason in get_lost_reasons]
frappe.db.set(self, 'status', 'Lost')
@@ -285,9 +285,17 @@
return customer
else:
raise
- except frappe.MandatoryError:
+ except frappe.MandatoryError as e:
+ mandatory_fields = e.args[0].split(':')[1].split(',')
+ mandatory_fields = [customer.meta.get_label(field.strip()) for field in mandatory_fields]
+
frappe.local.message_log = []
- frappe.throw(_("Please create Customer from Lead {0}").format(lead_name))
+ lead_link = frappe.utils.get_link_to_form("Lead", lead_name)
+ message = _("Could not auto create Customer due to the following missing mandatory field(s):") + "<br>"
+ message += "<br><ul><li>" + "</li><li>".join(mandatory_fields) + "</li></ul>"
+ message += _("Please create Customer from Lead {0}.").format(lead_link)
+
+ frappe.throw(message, title=_("Mandatory Missing"))
else:
return customer_name
else:
diff --git a/erpnext/selling/doctype/sales_order/sales_order_dashboard.py b/erpnext/selling/doctype/sales_order/sales_order_dashboard.py
index 4126bc6..05a760d 100644
--- a/erpnext/selling/doctype/sales_order/sales_order_dashboard.py
+++ b/erpnext/selling/doctype/sales_order/sales_order_dashboard.py
@@ -10,6 +10,7 @@
'Payment Entry': 'reference_name',
'Payment Request': 'reference_name',
'Auto Repeat': 'reference_document',
+ 'Maintenance Visit': 'prevdoc_docname'
},
'internal_links': {
'Quotation': ['items', 'prevdoc_docname']
@@ -17,7 +18,7 @@
'transactions': [
{
'label': _('Fulfillment'),
- 'items': ['Sales Invoice', 'Pick List', 'Delivery Note']
+ 'items': ['Sales Invoice', 'Pick List', 'Delivery Note', 'Maintenance Visit']
},
{
'label': _('Purchasing'),
diff --git a/erpnext/selling/page/point_of_sale/point_of_sale.py b/erpnext/selling/page/point_of_sale/point_of_sale.py
index 9f8410f..83bd71d 100644
--- a/erpnext/selling/page/point_of_sale/point_of_sale.py
+++ b/erpnext/selling/page/point_of_sale/point_of_sale.py
@@ -14,10 +14,9 @@
def get_items(start, page_length, price_list, item_group, search_value="", pos_profile=None):
data = dict()
warehouse = ""
- display_items_in_stock = 0
if pos_profile:
- warehouse, display_items_in_stock = frappe.db.get_value('POS Profile', pos_profile, ['warehouse', 'display_items_in_stock'])
+ warehouse = frappe.db.get_value('POS Profile', pos_profile, ['warehouse'])
if not frappe.db.exists('Item Group', item_group):
item_group = get_root_of('Item Group')
@@ -85,7 +84,7 @@
item_price = item_prices.get(item_code) or {}
item_stock_qty = get_stock_availability(item_code, warehouse)
- if display_items_in_stock and not item_stock_qty:
+ if not item_stock_qty:
pass
else:
row = {}
diff --git a/erpnext/selling/page/point_of_sale/pos_controller.js b/erpnext/selling/page/point_of_sale/pos_controller.js
index 483ef78..ae5471b 100644
--- a/erpnext/selling/page/point_of_sale/pos_controller.js
+++ b/erpnext/selling/page/point_of_sale/pos_controller.js
@@ -35,7 +35,8 @@
create_opening_voucher() {
const table_fields = [
{ fieldname: "mode_of_payment", fieldtype: "Link", in_list_view: 1, label: "Mode of Payment", options: "Mode of Payment", reqd: 1 },
- { fieldname: "opening_amount", fieldtype: "Currency", in_list_view: 1, label: "Opening Amount", options: "company:company_currency", reqd: 1 }
+ { fieldname: "opening_amount", fieldtype: "Currency", default: 0, in_list_view: 1, label: "Opening Amount",
+ options: "company:company_currency", reqd: 1 }
];
const dialog = new frappe.ui.Dialog({
@@ -66,7 +67,7 @@
frappe.db.get_doc("POS Closing Entry", pos_closing_entry.name).then(({ payment_reconciliation }) => {
dialog.fields_dict.balance_details.df.data = [];
payment_reconciliation.forEach(pay => {
- const { mode_of_payment, closing_amount } = pay;
+ const { mode_of_payment } = pay;
dialog.fields_dict.balance_details.df.data.push({
mode_of_payment: mode_of_payment
});
@@ -152,7 +153,7 @@
},
() => this.make_new_invoice(),
() => frappe.dom.unfreeze(),
- () => this.page.set_title(__('Point of Sale Beta')),
+ () => this.page.set_title(__('Point of Sale')),
]);
}
diff --git a/erpnext/selling/page/point_of_sale/pos_item_cart.js b/erpnext/selling/page/point_of_sale/pos_item_cart.js
index c23a6ad..eadeb8f 100644
--- a/erpnext/selling/page/point_of_sale/pos_item_cart.js
+++ b/erpnext/selling/page/point_of_sale/pos_item_cart.js
@@ -356,7 +356,7 @@
onchange: function() {
if (this.value || this.value == 0) {
const frm = me.events.get_frm();
- frappe.model.set_value(frm.doc.doctype, frm.doc.name, 'additional_discount_percentage', this.value);
+ frappe.model.set_value(frm.doc.doctype, frm.doc.name, 'additional_discount_percentage', flt(this.value));
me.hide_discount_control(this.value);
}
},
@@ -948,4 +948,4 @@
show ? this.$component.removeClass('d-none') : this.$component.addClass('d-none');
}
-}
\ No newline at end of file
+}
diff --git a/erpnext/selling/page/point_of_sale/pos_past_order_summary.js b/erpnext/selling/page/point_of_sale/pos_past_order_summary.js
index 24326b2..30e0918 100644
--- a/erpnext/selling/page/point_of_sale/pos_past_order_summary.js
+++ b/erpnext/selling/page/point_of_sale/pos_past_order_summary.js
@@ -86,7 +86,7 @@
this.$summary_container.append(
`<div class="summary-btns flex summary-btns justify-between w-full f-shrink-0"></div>`
)
-
+
this.$summary_btns = this.$summary_container.find('.summary-btns');
}
@@ -110,7 +110,10 @@
{fieldname:'print', fieldtype:'Data', label:'Print Preview'}
],
primary_action: () => {
- this.events.get_frm().print_preview.printit(true);
+ const frm = this.events.get_frm();
+ frm.doc = this.doc;
+ frm.print_preview.lang_code = frm.doc.language;
+ frm.print_preview.printit(true);
},
primary_action_label: __('Print'),
});
@@ -174,7 +177,7 @@
<div class="flex">
<div class="text-md-0 text-dark-grey text-bold w-fit">Tax Charges</div>
<div class="flex ml-6 text-dark-grey">
- ${
+ ${
doc.taxes.map((t, i) => {
let margin_left = '';
if (i !== 0) margin_left = 'ml-2';
@@ -271,6 +274,7 @@
// this.print_dialog.show();
const frm = this.events.get_frm();
frm.doc = this.doc;
+ frm.print_preview.lang_code = frm.doc.language;
frm.print_preview.printit(true);
});
}
@@ -284,9 +288,9 @@
this.$summary_container.find('.print-btn').click();
});
}
-
+
toggle_component(show) {
- show ?
+ show ?
this.$component.removeClass('d-none') :
this.$component.addClass('d-none');
}
@@ -372,9 +376,9 @@
}
get_condition_btn_map(after_submission) {
- if (after_submission)
+ if (after_submission)
return [{ condition: true, visible_btns: ['Print Receipt', 'Email Receipt', 'New Order'] }];
-
+
return [
{ condition: this.doc.docstatus === 0, visible_btns: ['Edit Order'] },
{ condition: !this.doc.is_return && this.doc.docstatus === 1, visible_btns: ['Print Receipt', 'Email Receipt', 'Return']},
@@ -384,7 +388,7 @@
load_summary_of(doc, after_submission=false) {
this.$summary_wrapper.removeClass("d-none");
-
+
after_submission ?
this.switch_to_post_submit_summary() : this.switch_to_recent_invoice_summary();
diff --git a/erpnext/selling/sales_common.js b/erpnext/selling/sales_common.js
index 333a563..002cfe4 100644
--- a/erpnext/selling/sales_common.js
+++ b/erpnext/selling/sales_common.js
@@ -494,13 +494,18 @@
var dialog = new frappe.ui.Dialog({
title: __("Set as Lost"),
fields: [
- {"fieldtype": "Table MultiSelect",
- "label": __("Lost Reasons"),
- "fieldname": "lost_reason",
- "options": "Lost Reason Detail",
- "reqd": 1},
-
- {"fieldtype": "Text", "label": __("Detailed Reason"), "fieldname": "detailed_reason"},
+ {
+ "fieldtype": "Table MultiSelect",
+ "label": __("Lost Reasons"),
+ "fieldname": "lost_reason",
+ "options": frm.doctype === 'Opportunity' ? 'Opportunity Lost Reason Detail': 'Quotation Lost Reason Detail',
+ "reqd": 1
+ },
+ {
+ "fieldtype": "Text",
+ "label": __("Detailed Reason"),
+ "fieldname": "detailed_reason"
+ },
],
primary_action: function() {
var values = dialog.get_values();
diff --git a/erpnext/setup/doctype/company/company.js b/erpnext/setup/doctype/company/company.js
index 7ae5385..f882db6 100644
--- a/erpnext/setup/doctype/company/company.js
+++ b/erpnext/setup/doctype/company/company.js
@@ -34,6 +34,16 @@
frm.set_query("default_buying_terms", function() {
return { filters: { buying: 1 } };
});
+
+ frm.set_query("default_in_transit_warehouse", function() {
+ return {
+ filters:{
+ 'warehouse_type' : 'Transit',
+ 'is_group': 0,
+ 'company': frm.doc.company
+ }
+ };
+ });
},
company_name: function(frm) {
diff --git a/erpnext/setup/doctype/company/company.json b/erpnext/setup/doctype/company/company.json
index 221044d..4a26a71 100644
--- a/erpnext/setup/doctype/company/company.json
+++ b/erpnext/setup/doctype/company/company.json
@@ -25,6 +25,7 @@
"default_selling_terms",
"default_buying_terms",
"default_warehouse_for_sales_return",
+ "default_in_transit_warehouse",
"column_break_10",
"country",
"create_chart_of_accounts_based_on",
@@ -242,7 +243,7 @@
{
"fieldname": "default_warehouse_for_sales_return",
"fieldtype": "Link",
- "label": "Default warehouse for Sales Return",
+ "label": "Default Warehouse for Sales Return",
"options": "Warehouse"
},
{
@@ -733,6 +734,12 @@
"fieldname": "enable_perpetual_inventory_for_non_stock_items",
"fieldtype": "Check",
"label": "Enable Perpetual Inventory For Non Stock Items"
+ },
+ {
+ "fieldname": "default_in_transit_warehouse",
+ "fieldtype": "Link",
+ "label": "Default In Transit Warehouse",
+ "options": "Warehouse"
}
],
"icon": "fa fa-building",
@@ -740,7 +747,7 @@
"image_field": "company_logo",
"is_tree": 1,
"links": [],
- "modified": "2020-06-24 12:45:31.462195",
+ "modified": "2020-08-06 00:38:08.311216",
"modified_by": "Administrator",
"module": "Setup",
"name": "Company",
@@ -801,4 +808,4 @@
"sort_field": "modified",
"sort_order": "ASC",
"track_changes": 1
-}
\ No newline at end of file
+}
diff --git a/erpnext/setup/doctype/company/company.py b/erpnext/setup/doctype/company/company.py
index 47b41a9..8e707fe 100644
--- a/erpnext/setup/doctype/company/company.py
+++ b/erpnext/setup/doctype/company/company.py
@@ -140,7 +140,8 @@
{"warehouse_name": _("All Warehouses"), "is_group": 1},
{"warehouse_name": _("Stores"), "is_group": 0},
{"warehouse_name": _("Work In Progress"), "is_group": 0},
- {"warehouse_name": _("Finished Goods"), "is_group": 0}]:
+ {"warehouse_name": _("Finished Goods"), "is_group": 0},
+ {"warehouse_name": _("Goods In Transit"), "is_group": 0, "warehouse_type": "Transit"}]:
if not frappe.db.exists("Warehouse", "{0} - {1}".format(wh_detail["warehouse_name"], self.abbr)):
warehouse = frappe.get_doc({
@@ -149,7 +150,8 @@
"is_group": wh_detail["is_group"],
"company": self.name,
"parent_warehouse": "{0} - {1}".format(_("All Warehouses"), self.abbr) \
- if not wh_detail["is_group"] else ""
+ if not wh_detail["is_group"] else "",
+ "warehouse_type" : wh_detail["warehouse_type"] if "warehouse_type" in wh_detail else None
})
warehouse.flags.ignore_permissions = True
warehouse.flags.ignore_mandatory = True
diff --git a/erpnext/setup/doctype/company/delete_company_transactions.py b/erpnext/setup/doctype/company/delete_company_transactions.py
index 8ecc13b..c94831e 100644
--- a/erpnext/setup/doctype/company/delete_company_transactions.py
+++ b/erpnext/setup/doctype/company/delete_company_transactions.py
@@ -26,7 +26,8 @@
tabDocField where fieldtype='Link' and options='Company'"""):
if doctype not in ("Account", "Cost Center", "Warehouse", "Budget",
"Party Account", "Employee", "Sales Taxes and Charges Template",
- "Purchase Taxes and Charges Template", "POS Profile", 'BOM'):
+ "Purchase Taxes and Charges Template", "POS Profile", "BOM",
+ "Company", "Bank Account"):
delete_for_doctype(doctype, company_name)
# reset company values
diff --git a/erpnext/setup/doctype/quotation_lost_reason_detail/__init__.py b/erpnext/setup/doctype/quotation_lost_reason_detail/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/setup/doctype/quotation_lost_reason_detail/__init__.py
diff --git a/erpnext/setup/doctype/quotation_lost_reason_detail/quotation_lost_reason_detail.json b/erpnext/setup/doctype/quotation_lost_reason_detail/quotation_lost_reason_detail.json
new file mode 100644
index 0000000..5432141
--- /dev/null
+++ b/erpnext/setup/doctype/quotation_lost_reason_detail/quotation_lost_reason_detail.json
@@ -0,0 +1,31 @@
+{
+ "actions": [],
+ "creation": "2020-07-14 09:21:44.057724",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "lost_reason"
+ ],
+ "fields": [
+ {
+ "fieldname": "lost_reason",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Quotation Lost Reason",
+ "options": "Quotation Lost Reason"
+ }
+ ],
+ "istable": 1,
+ "links": [],
+ "modified": "2020-07-26 17:58:56.373775",
+ "modified_by": "Administrator",
+ "module": "Setup",
+ "name": "Quotation Lost Reason Detail",
+ "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/setup/doctype/quotation_lost_reason_detail/quotation_lost_reason_detail.py b/erpnext/setup/doctype/quotation_lost_reason_detail/quotation_lost_reason_detail.py
new file mode 100644
index 0000000..7bb8d02
--- /dev/null
+++ b/erpnext/setup/doctype/quotation_lost_reason_detail/quotation_lost_reason_detail.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 QuotationLostReasonDetail(Document):
+ pass
diff --git a/erpnext/setup/install.py b/erpnext/setup/install.py
index aa9fbc0..4f0f572 100644
--- a/erpnext/setup/install.py
+++ b/erpnext/setup/install.py
@@ -7,6 +7,7 @@
from erpnext.accounts.doctype.cash_flow_mapper.default_cash_flow_mapper import DEFAULT_MAPPERS
from .default_success_action import get_default_success_action
from frappe import _
+from frappe.utils import cint
from frappe.desk.page.setup_wizard.setup_wizard import add_all_roles_to
from frappe.custom.doctype.custom_field.custom_field import create_custom_field
from erpnext.setup.default_energy_point_rules import get_default_energy_point_rules
@@ -25,12 +26,13 @@
create_default_success_action()
create_default_energy_point_rules()
add_company_to_session_defaults()
+ add_standard_navbar_items()
frappe.db.commit()
def check_setup_wizard_not_completed():
- if frappe.db.get_default('desktop:home_page') != 'setup-wizard':
- message = """ERPNext can only be installed on a fresh site where the setup wizard is not completed.
+ if cint(frappe.db.get_single_value('System Settings', 'setup_complete') or 0):
+ message = """ERPNext can only be installed on a fresh site where the setup wizard is not completed.
You can reinstall this site (after saving your data) using: bench --site [sitename] reinstall"""
frappe.throw(message)
@@ -103,3 +105,45 @@
"ref_doctype": "Company"
})
settings.save()
+
+def add_standard_navbar_items():
+ navbar_settings = frappe.get_single("Navbar Settings")
+
+ erpnext_navbar_items = [
+ {
+ 'item_label': 'Documentation',
+ 'item_type': 'Route',
+ 'route': 'https://erpnext.com/docs/user/manual',
+ 'is_standard': 1
+ },
+ {
+ 'item_label': 'User Forum',
+ 'item_type': 'Route',
+ 'route': 'https://discuss.erpnext.com',
+ 'is_standard': 1
+ },
+ {
+ 'item_label': 'Report an Issue',
+ 'item_type': 'Route',
+ 'route': 'https://github.com/frappe/erpnext/issues',
+ 'is_standard': 1
+ }
+ ]
+
+ current_nabvar_items = navbar_settings.help_dropdown
+ navbar_settings.set('help_dropdown', [])
+
+ for item in erpnext_navbar_items:
+ navbar_settings.append('help_dropdown', item)
+
+ for item in current_nabvar_items:
+ navbar_settings.append('help_dropdown', {
+ 'item_label': item.item_label,
+ 'item_type': item.item_type,
+ 'route': item.route,
+ 'action': item.action,
+ 'is_standard': item.is_standard,
+ 'hidden': item.hidden
+ })
+
+ navbar_settings.save()
diff --git a/erpnext/setup/setup_wizard/operations/install_fixtures.py b/erpnext/setup/setup_wizard/operations/install_fixtures.py
index ad063cf..72ed002 100644
--- a/erpnext/setup/setup_wizard/operations/install_fixtures.py
+++ b/erpnext/setup/setup_wizard/operations/install_fixtures.py
@@ -95,8 +95,6 @@
{'doctype': 'Stock Entry Type', 'name': 'Send to Subcontractor', 'purpose': 'Send to Subcontractor'},
{'doctype': 'Stock Entry Type', 'name': 'Material Transfer for Manufacture', 'purpose': 'Material Transfer for Manufacture'},
{'doctype': 'Stock Entry Type', 'name': 'Material Consumption for Manufacture', 'purpose': 'Material Consumption for Manufacture'},
- {'doctype': 'Stock Entry Type', 'name': 'Send to Warehouse', 'purpose': 'Send to Warehouse'},
- {'doctype': 'Stock Entry Type', 'name': 'Receive at Warehouse', 'purpose': 'Receive at Warehouse'},
# Designation
{'doctype': 'Designation', 'designation_name': _('CEO')},
@@ -244,7 +242,10 @@
{"doctype": "Sales Stage", "stage_name": _("Identifying Decision Makers")},
{"doctype": "Sales Stage", "stage_name": _("Perception Analysis")},
{"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")},
- {"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")}
+ {"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")},
+
+ # Warehouse Type
+ {'doctype': 'Warehouse Type', 'name': 'Transit'},
]
from erpnext.setup.setup_wizard.data.industry_type import get_industry_types
diff --git a/erpnext/stock/doctype/delivery_note/delivery_note.json b/erpnext/stock/doctype/delivery_note/delivery_note.json
index 66efcf8..ea385c8 100644
--- a/erpnext/stock/doctype/delivery_note/delivery_note.json
+++ b/erpnext/stock/doctype/delivery_note/delivery_note.json
@@ -175,7 +175,7 @@
"no_copy": 1,
"oldfieldname": "naming_series",
"oldfieldtype": "Select",
- "options": "MAT-DN-.YYYY.-",
+ "options": "MAT-DN-.YYYY.-\nMAT-DN-RET-.YYYY.-",
"print_hide": 1,
"reqd": 1,
"set_only_once": 1
@@ -1255,7 +1255,7 @@
"idx": 146,
"is_submittable": 1,
"links": [],
- "modified": "2020-07-18 05:13:55.580420",
+ "modified": "2020-08-03 23:18:47.739997",
"modified_by": "Administrator",
"module": "Stock",
"name": "Delivery Note",
diff --git a/erpnext/stock/doctype/item/item.json b/erpnext/stock/doctype/item/item.json
index 45526a3..d07b3dc 100644
--- a/erpnext/stock/doctype/item/item.json
+++ b/erpnext/stock/doctype/item/item.json
@@ -123,6 +123,7 @@
"weightage",
"slideshow",
"website_image",
+ "website_image_alt",
"thumbnail",
"cb72",
"website_warehouse",
@@ -1054,15 +1055,21 @@
"fieldtype": "Data",
"label": "Default Manufacturer Part No",
"read_only": 1
+ },
+ {
+ "fieldname": "website_image_alt",
+ "fieldtype": "Data",
+ "label": "Image Description"
}
],
"has_web_view": 1,
"icon": "fa fa-tag",
"idx": 2,
"image_field": "image",
+ "index_web_pages_for_search": 1,
"links": [],
"max_attachments": 1,
- "modified": "2020-07-31 21:21:10.956453",
+ "modified": "2020-08-07 14:24:58.384992",
"modified_by": "Administrator",
"module": "Stock",
"name": "Item",
@@ -1124,4 +1131,4 @@
"sort_order": "DESC",
"title_field": "item_name",
"track_changes": 1
-}
\ No newline at end of file
+}
diff --git a/erpnext/stock/doctype/item/item.py b/erpnext/stock/doctype/item/item.py
index d7b43bf..d22fda8 100644
--- a/erpnext/stock/doctype/item/item.py
+++ b/erpnext/stock/doctype/item/item.py
@@ -111,6 +111,7 @@
self.synced_with_hub = 0
self.validate_has_variants()
+ self.validate_attributes_in_variants()
self.validate_stock_exists_for_template_item()
self.validate_attributes()
self.validate_variant_attributes()
@@ -343,7 +344,7 @@
if variant:
context.variant = frappe.get_doc("Item", variant)
- for fieldname in ("website_image", "web_long_description", "description",
+ for fieldname in ("website_image", "website_image_alt", "web_long_description", "description",
"website_specifications"):
if context.variant.get(fieldname):
value = context.variant.get(fieldname)
@@ -806,6 +807,77 @@
if frappe.db.exists("Item", {"variant_of": self.name}):
frappe.throw(_("Item has variants."))
+ def validate_attributes_in_variants(self):
+ if not self.has_variants or self.get("__islocal"):
+ return
+
+ old_doc = self.get_doc_before_save()
+ old_doc_attributes = set([attr.attribute for attr in old_doc.attributes])
+ own_attributes = [attr.attribute for attr in self.attributes]
+
+ # Check if old attributes were removed from the list
+ # Is old_attrs is a subset of new ones
+ # that means we need not check any changes
+ if old_doc_attributes.issubset(set(own_attributes)):
+ return
+
+ from collections import defaultdict
+
+ # get all item variants
+ items = [item["name"] for item in frappe.get_all("Item", {"variant_of": self.name})]
+
+ # get all deleted attributes
+ deleted_attribute = list(old_doc_attributes.difference(set(own_attributes)))
+
+ # fetch all attributes of these items
+ item_attributes = frappe.get_all(
+ "Item Variant Attribute",
+ filters={
+ "parent": ["in", items],
+ "attribute": ["in", deleted_attribute]
+ },
+ fields=["attribute", "parent"]
+ )
+ not_included = defaultdict(list)
+
+ for attr in item_attributes:
+ if attr["attribute"] not in own_attributes:
+ not_included[attr["parent"]].append(attr["attribute"])
+
+ if not len(not_included):
+ return
+
+ def body(docnames):
+ docnames.sort()
+ return "<br>".join(docnames)
+
+ def table_row(title, body):
+ return """<tr>
+ <td>{0}</td>
+ <td>{1}</td>
+ </tr>""".format(title, body)
+
+ rows = ''
+ for docname, attr_list in not_included.items():
+ link = "<a href='#Form/Item/{0}'>{0}</a>".format(frappe.bold(_(docname)))
+ rows += table_row(link, body(attr_list))
+
+ error_description = _('The following deleted attributes exist in Variants but not in the Template. You can either delete the Variants or keep the attribute(s) in template.')
+
+ message = """
+ <div>{0}</div><br>
+ <table class="table">
+ <thead>
+ <td>{1}</td>
+ <td>{2}</td>
+ </thead>
+ {3}
+ </table>
+ """.format(error_description, _('Variant Items'), _('Attributes'), rows)
+
+ frappe.throw(message, title=_("Variant Attribute Error"), is_minimizable=True, wide=True)
+
+
def validate_stock_exists_for_template_item(self):
if self.stock_ledger_created() and self._doc_before_save:
if (cint(self._doc_before_save.has_variants) != cint(self.has_variants)
diff --git a/erpnext/stock/doctype/material_request/material_request.json b/erpnext/stock/doctype/material_request/material_request.json
index d1f29e3..44503d2 100644
--- a/erpnext/stock/doctype/material_request/material_request.json
+++ b/erpnext/stock/doctype/material_request/material_request.json
@@ -11,6 +11,7 @@
"naming_series",
"title",
"material_request_type",
+ "transfer_status",
"customer",
"column_break_2",
"schedule_date",
@@ -303,13 +304,22 @@
"fieldtype": "Link",
"label": "Set From Warehouse",
"options": "Warehouse"
+ },
+ {
+ "allow_on_submit": 1,
+ "depends_on": "eval:doc.add_to_transit == 1",
+ "fieldname": "transfer_status",
+ "fieldtype": "Select",
+ "label": "Transfer Status",
+ "options": "\nNot Started\nIn Transit\nCompleted",
+ "read_only": 1
}
],
"icon": "fa fa-ticket",
"idx": 70,
"is_submittable": 1,
"links": [],
- "modified": "2020-05-01 20:21:09.990867",
+ "modified": "2020-08-10 13:27:54.891058",
"modified_by": "Administrator",
"module": "Stock",
"name": "Material Request",
diff --git a/erpnext/stock/doctype/material_request/material_request_list.js b/erpnext/stock/doctype/material_request/material_request_list.js
index 614ecb8..0d70958 100644
--- a/erpnext/stock/doctype/material_request/material_request_list.js
+++ b/erpnext/stock/doctype/material_request/material_request_list.js
@@ -1,8 +1,16 @@
frappe.listview_settings['Material Request'] = {
- add_fields: ["material_request_type", "status", "per_ordered", "per_received"],
+ add_fields: ["material_request_type", "status", "per_ordered", "per_received", "transfer_status"],
get_indicator: function(doc) {
if(doc.status=="Stopped") {
return [__("Stopped"), "red", "status,=,Stopped"];
+ } else if(doc.transfer_status && doc.docstatus != 2) {
+ if (doc.transfer_status == "Not Started") {
+ return [__("Not Started"), "orange"];
+ } else if (doc.transfer_status == "In Transit") {
+ return [__("In Transit"), "yellow"];
+ } else if (doc.transfer_status == "Completed") {
+ return [__("Completed"), "green"];
+ }
} else if(doc.docstatus==1 && flt(doc.per_ordered, 2) == 0) {
return [__("Pending"), "orange", "per_ordered,=,0"];
} else if(doc.docstatus==1 && flt(doc.per_ordered, 2) < 100) {
diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.json b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.json
index 92e33ca..ce54fc8 100755
--- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.json
+++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.json
@@ -1,7 +1,6 @@
{
"actions": [],
"allow_import": 1,
- "allow_workflow": 1,
"autoname": "naming_series:",
"creation": "2013-05-21 16:16:39",
"doctype": "DocType",
@@ -160,7 +159,7 @@
"no_copy": 1,
"oldfieldname": "naming_series",
"oldfieldtype": "Select",
- "options": "MAT-PRE-.YYYY.-",
+ "options": "MAT-PRE-.YYYY.-\nMAT-PR-RET-.YYYY.-",
"print_hide": 1,
"reqd": 1,
"set_only_once": 1
@@ -1110,7 +1109,7 @@
"idx": 261,
"is_submittable": 1,
"links": [],
- "modified": "2020-07-18 05:19:12.148115",
+ "modified": "2020-08-03 23:20:26.381024",
"modified_by": "Administrator",
"module": "Stock",
"name": "Purchase Receipt",
diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
index d0ba001..4e173ff 100644
--- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
+++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
@@ -227,6 +227,14 @@
if not stock_value_diff:
continue
+ # If PR is sub-contracted and fg item rate is zero
+ # in that case if account for shource and target warehouse are same,
+ # then GL entries should not be posted
+ if flt(stock_value_diff) == flt(d.rm_supp_cost) \
+ and warehouse_account.get(self.supplier_warehouse) \
+ and warehouse_account[d.warehouse]["account"] == warehouse_account[self.supplier_warehouse]["account"]:
+ continue
+
gl_entries.append(self.get_gl_dict({
"account": warehouse_account[d.warehouse]["account"],
"against": stock_rbnb,
@@ -242,16 +250,16 @@
credit_amount = flt(d.base_net_amount, d.precision("base_net_amount")) \
if credit_currency == self.company_currency else flt(d.net_amount, d.precision("net_amount"))
-
- gl_entries.append(self.get_gl_dict({
- "account": warehouse_account[d.from_warehouse]['account'] \
- if d.from_warehouse else stock_rbnb,
- "against": warehouse_account[d.warehouse]["account"],
- "cost_center": d.cost_center,
- "remarks": self.get("remarks") or _("Accounting Entry for Stock"),
- "debit": -1 * flt(d.base_net_amount, d.precision("base_net_amount")),
- "debit_in_account_currency": -1 * credit_amount
- }, credit_currency, item=d))
+ if credit_amount:
+ gl_entries.append(self.get_gl_dict({
+ "account": warehouse_account[d.from_warehouse]['account'] \
+ if d.from_warehouse else stock_rbnb,
+ "against": warehouse_account[d.warehouse]["account"],
+ "cost_center": d.cost_center,
+ "remarks": self.get("remarks") or _("Accounting Entry for Stock"),
+ "debit": -1 * flt(d.base_net_amount, d.precision("base_net_amount")),
+ "debit_in_account_currency": -1 * credit_amount
+ }, credit_currency, item=d))
negative_expense_to_be_booked += flt(d.item_tax_amount)
diff --git a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
index d97b9e8..67161aa 100644
--- a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
+++ b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
@@ -3,6 +3,7 @@
from __future__ import unicode_literals
import unittest
+import json
import frappe, erpnext
import frappe.defaults
from frappe.utils import cint, flt, cstr, today, random_string
@@ -18,6 +19,28 @@
set_perpetual_inventory(0)
frappe.db.set_value("Buying Settings", None, "allow_multiple_items", 1)
+ def test_reverse_purchase_receipt_sle(self):
+
+ frappe.db.set_value('UOM', '_Test UOM', 'must_be_whole_number', 0)
+
+ pr = make_purchase_receipt(qty=0.5)
+
+ sl_entry = frappe.db.get_all("Stock Ledger Entry", {"voucher_type": "Purchase Receipt",
+ "voucher_no": pr.name}, ['actual_qty'])
+
+ self.assertEqual(len(sl_entry), 1)
+ self.assertEqual(sl_entry[0].actual_qty, 0.5)
+
+ pr.cancel()
+
+ sl_entry_cancelled = frappe.db.get_all("Stock Ledger Entry", {"voucher_type": "Purchase Receipt",
+ "voucher_no": pr.name}, ['actual_qty'], order_by='creation')
+
+ self.assertEqual(len(sl_entry_cancelled), 2)
+ self.assertEqual(sl_entry_cancelled[1].actual_qty, -0.5)
+
+ frappe.db.set_value('UOM', '_Test UOM', 'must_be_whole_number', 1)
+
def test_make_purchase_invoice(self):
pr = make_purchase_receipt(do_not_save=True)
self.assertRaises(frappe.ValidationError, make_purchase_invoice, pr.name)
@@ -121,6 +144,87 @@
rm_supp_cost = sum([d.amount for d in pr.get("supplied_items")])
self.assertEqual(pr.get("items")[0].rm_supp_cost, flt(rm_supp_cost, 2))
+ def test_subcontracting_gle_fg_item_rate_zero(self):
+ from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
+ set_perpetual_inventory()
+ frappe.db.set_value("Buying Settings", None, "backflush_raw_materials_of_subcontract_based_on", "BOM")
+ make_stock_entry(item_code="_Test Item", target="Work In Progress - TCP1", qty=100, basic_rate=100, company="_Test Company with perpetual inventory")
+ make_stock_entry(item_code="_Test Item Home Desktop 100", target="Work In Progress - TCP1",
+ qty=100, basic_rate=100, company="_Test Company with perpetual inventory")
+ pr = make_purchase_receipt(item_code="_Test FG Item", qty=10, rate=0, is_subcontracted="Yes",
+ company="_Test Company with perpetual inventory", warehouse='Stores - TCP1', supplier_warehouse='Work In Progress - TCP1')
+
+ gl_entries = get_gl_entries("Purchase Receipt", pr.name)
+
+ self.assertFalse(gl_entries)
+
+ set_perpetual_inventory(0)
+
+ def test_subcontracting_over_receipt(self):
+ """
+ Behaviour: Raise multiple PRs against one PO that in total
+ receive more than the required qty in the PO.
+ Expected Result: Error Raised for Over Receipt against PO.
+ """
+ from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
+ from erpnext.buying.doctype.purchase_order.test_purchase_order import (update_backflush_based_on,
+ make_subcontracted_item, create_purchase_order)
+ from erpnext.buying.doctype.purchase_order.purchase_order import (make_purchase_receipt,
+ make_rm_stock_entry as make_subcontract_transfer_entry)
+
+ update_backflush_based_on("Material Transferred for Subcontract")
+ item_code = "_Test Subcontracted FG Item 1"
+ make_subcontracted_item(item_code)
+
+ po = create_purchase_order(item_code=item_code, qty=1,
+ is_subcontracted="Yes", supplier_warehouse="_Test Warehouse 1 - _TC")
+
+ #stock raw materials in a warehouse before transfer
+ make_stock_entry(target="_Test Warehouse - _TC",
+ item_code="_Test Item Home Desktop 100", qty=1, basic_rate=100)
+ make_stock_entry(target="_Test Warehouse - _TC",
+ item_code = "Test Extra Item 1", qty=1, basic_rate=100)
+ make_stock_entry(target="_Test Warehouse - _TC",
+ item_code = "_Test Item", qty=1, basic_rate=100)
+
+ rm_items = [
+ {
+ "item_code": item_code,
+ "rm_item_code": po.supplied_items[0].rm_item_code,
+ "item_name": "_Test Item",
+ "qty": po.supplied_items[0].required_qty,
+ "warehouse": "_Test Warehouse - _TC",
+ "stock_uom": "Nos"
+ },
+ {
+ "item_code": item_code,
+ "rm_item_code": po.supplied_items[1].rm_item_code,
+ "item_name": "Test Extra Item 1",
+ "qty": po.supplied_items[1].required_qty,
+ "warehouse": "_Test Warehouse - _TC",
+ "stock_uom": "Nos"
+ },
+ {
+ "item_code": item_code,
+ "rm_item_code": po.supplied_items[2].rm_item_code,
+ "item_name": "_Test Item Home Desktop 100",
+ "qty": po.supplied_items[2].required_qty,
+ "warehouse": "_Test Warehouse - _TC",
+ "stock_uom": "Nos"
+ }
+ ]
+ rm_item_string = json.dumps(rm_items)
+ se = frappe.get_doc(make_subcontract_transfer_entry(po.name, rm_item_string))
+ se.to_warehouse = "_Test Warehouse 1 - _TC"
+ se.save()
+ se.submit()
+
+ pr1 = make_purchase_receipt(po.name)
+ pr2 = make_purchase_receipt(po.name)
+
+ pr1.submit()
+ self.assertRaises(frappe.ValidationError, pr2.submit)
+
def test_serial_no_supplier(self):
pr = make_purchase_receipt(item_code="_Test Serialized Item With Series", qty=1)
self.assertEqual(frappe.db.get_value("Serial No", pr.get("items")[0].serial_no, "supplier"),
@@ -688,7 +792,7 @@
"received_qty": received_qty,
"rejected_qty": rejected_qty,
"rejected_warehouse": args.rejected_warehouse or "_Test Rejected Warehouse - _TC" if rejected_qty != 0 else "",
- "rate": args.rate or 50,
+ "rate": args.rate if args.rate != None else 50,
"conversion_factor": args.conversion_factor or 1.0,
"serial_no": args.serial_no,
"stock_uom": args.stock_uom or "_Test UOM",
diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.js b/erpnext/stock/doctype/stock_entry/stock_entry.js
index 53b986c..9845bc2 100644
--- a/erpnext/stock/doctype/stock_entry/stock_entry.js
+++ b/erpnext/stock/doctype/stock_entry/stock_entry.js
@@ -19,7 +19,6 @@
filters: [
['Stock Entry', 'docstatus', '=', 1],
['Stock Entry', 'per_transferred', '<','100'],
- ['Stock Entry', 'purpose', '=', 'Send to Warehouse']
]
}
});
@@ -171,9 +170,9 @@
}
}
- if (frm.doc.docstatus === 1 && frm.doc.purpose == 'Send to Warehouse') {
- if (frm.doc.per_transferred < 100) {
- frm.add_custom_button(__('Receive at Warehouse Entry'), function() {
+ if (frm.doc.docstatus === 1) {
+ if (frm.doc.add_to_transit && frm.doc.purpose=='Material Transfer' && frm.doc.per_transferred < 100) {
+ frm.add_custom_button('End Transit', function() {
frappe.model.open_mapped_doc({
method: "erpnext.stock.doctype.stock_entry.stock_entry.make_stock_in_entry",
frm: frm
@@ -266,6 +265,7 @@
stock_entry_type: function(frm){
frm.remove_custom_button('Bill of Materials', "Get items from");
frm.events.show_bom_custom_button(frm);
+ frm.trigger('add_to_transit');
},
purpose: function(frm) {
@@ -532,6 +532,26 @@
target_warehouse_address: function(frm) {
erpnext.utils.get_address_display(frm, 'target_warehouse_address', 'target_address_display', false);
+ },
+
+ add_to_transit: function(frm) {
+ if(frm.doc.add_to_transit && frm.doc.purpose=='Material Transfer') {
+ frm.set_value('stock_entry_type', 'Material Transfer');
+ frm.fields_dict.to_warehouse.get_query = function() {
+ return {
+ filters:{
+ 'warehouse_type' : 'Transit',
+ 'is_group': 0,
+ 'company': frm.doc.company
+ }
+ };
+ };
+ frappe.db.get_value('Company', frm.doc.company, 'default_in_transit_warehouse', (r) => {
+ if (r.default_in_transit_warehouse) {
+ frm.set_value('to_warehouse', r.default_in_transit_warehouse);
+ }
+ });
+ }
}
})
@@ -754,6 +774,7 @@
}
erpnext.hide_company();
erpnext.utils.add_item(this.frm);
+ this.frm.trigger('add_to_transit');
},
scan_barcode: function() {
@@ -919,8 +940,6 @@
doc.purpose!='Material Issue');
this.frm.fields_dict["items"].grid.set_column_disp("additional_cost", doc.purpose!='Material Issue');
- this.frm.toggle_reqd("outgoing_stock_entry",
- doc.purpose == 'Receive at Warehouse' ? 1: 0);
},
supplier: function(doc) {
diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.json b/erpnext/stock/doctype/stock_entry/stock_entry.json
index 704ae41..61e0df6 100644
--- a/erpnext/stock/doctype/stock_entry/stock_entry.json
+++ b/erpnext/stock/doctype/stock_entry/stock_entry.json
@@ -13,6 +13,7 @@
"stock_entry_type",
"outgoing_stock_entry",
"purpose",
+ "add_to_transit",
"work_order",
"purchase_order",
"delivery_note_no",
@@ -116,11 +117,12 @@
"reqd": 1
},
{
- "depends_on": "eval:doc.purpose == 'Receive at Warehouse'",
+ "depends_on": "eval:doc.purpose == 'Material Transfer'",
"fieldname": "outgoing_stock_entry",
"fieldtype": "Link",
"label": "Stock Entry (Outward GIT)",
- "options": "Stock Entry"
+ "options": "Stock Entry",
+ "read_only": 1
},
{
"bold": 1,
@@ -132,7 +134,7 @@
"label": "Purpose",
"oldfieldname": "purpose",
"oldfieldtype": "Select",
- "options": "Material Issue\nMaterial Receipt\nMaterial Transfer\nMaterial Transfer for Manufacture\nMaterial Consumption for Manufacture\nManufacture\nRepack\nSend to Subcontractor\nSend to Warehouse\nReceive at Warehouse",
+ "options": "Material Issue\nMaterial Receipt\nMaterial Transfer\nMaterial Transfer for Manufacture\nMaterial Consumption for Manufacture\nManufacture\nRepack\nSend to Subcontractor",
"read_only": 1
},
{
@@ -630,13 +632,21 @@
{
"fieldname": "print_settings_col_break",
"fieldtype": "Column Break"
+ },
+ {
+ "default": "0",
+ "depends_on": "eval: doc.purpose=='Material Transfer' && !doc.outgoing_stock_entry",
+ "fieldname": "add_to_transit",
+ "fieldtype": "Check",
+ "label": "Add to Transit",
+ "no_copy": 1
}
],
"icon": "fa fa-file-text",
"idx": 1,
"is_submittable": 1,
"links": [],
- "modified": "2020-04-23 12:56:52.881752",
+ "modified": "2020-08-11 19:10:07.954981",
"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 229cf02..30bcccd 100644
--- a/erpnext/stock/doctype/stock_entry/stock_entry.py
+++ b/erpnext/stock/doctype/stock_entry/stock_entry.py
@@ -96,6 +96,11 @@
self.update_quality_inspection()
if self.work_order and self.purpose == "Manufacture":
self.update_so_in_serial_number()
+
+ if self.purpose == 'Material Transfer' and self.add_to_transit:
+ self.set_material_request_transfer_status('In Transit')
+ if self.purpose == 'Material Transfer' and self.outgoing_stock_entry:
+ self.set_material_request_transfer_status('Completed')
def on_cancel(self):
@@ -116,6 +121,11 @@
self.update_quality_inspection()
self.delete_auto_created_batches()
+ if self.purpose == 'Material Transfer' and self.add_to_transit:
+ self.set_material_request_transfer_status('Not Started')
+ if self.purpose == 'Material Transfer' and self.outgoing_stock_entry:
+ self.set_material_request_transfer_status('In Transit')
+
def set_job_card_data(self):
if self.job_card and not self.work_order:
data = frappe.db.get_value('Job Card',
@@ -133,7 +143,7 @@
def validate_purpose(self):
valid_purposes = ["Material Issue", "Material Receipt", "Material Transfer",
"Material Transfer for Manufacture", "Manufacture", "Repack", "Send to Subcontractor",
- "Material Consumption for Manufacture", "Send to Warehouse", "Receive at Warehouse"]
+ "Material Consumption for Manufacture"]
if self.purpose not in valid_purposes:
frappe.throw(_("Purpose must be one of {0}").format(comma_or(valid_purposes)))
@@ -199,7 +209,8 @@
item.set(f, item_details.get(f))
if not item.transfer_qty and item.qty:
- item.transfer_qty = item.qty * item.conversion_factor
+ item.transfer_qty = flt(flt(item.qty) * flt(item.conversion_factor),
+ self.precision("transfer_qty", item))
if (self.purpose in ("Material Transfer", "Material Transfer for Manufacture")
and not item.serial_no
@@ -258,10 +269,10 @@
"""perform various (sometimes conditional) validations on warehouse"""
source_mandatory = ["Material Issue", "Material Transfer", "Send to Subcontractor", "Material Transfer for Manufacture",
- "Material Consumption for Manufacture", "Send to Warehouse", "Receive at Warehouse"]
+ "Material Consumption for Manufacture"]
target_mandatory = ["Material Receipt", "Material Transfer", "Send to Subcontractor",
- "Material Transfer for Manufacture", "Send to Warehouse", "Receive at Warehouse"]
+ "Material Transfer for Manufacture"]
validate_for_manufacture = any([d.bom_no for d in self.get("items")])
@@ -809,7 +820,7 @@
def set_items_for_stock_in(self):
self.items = []
- if self.outgoing_stock_entry and self.purpose == 'Receive at Warehouse':
+ if self.outgoing_stock_entry and self.purpose == 'Material Transfer':
doc = frappe.get_doc('Stock Entry', self.outgoing_stock_entry)
if doc.per_transferred == 100:
@@ -1210,13 +1221,25 @@
def validate_with_material_request(self):
for item in self.get("items"):
- if item.material_request:
+ material_request = item.material_request or None
+ material_request_item = item.material_request_item or None
+ if self.purpose == 'Material Transfer' and self.outgoing_stock_entry:
+ parent_se = frappe.get_value("Stock Entry Detail", item.ste_detail, ['material_request','material_request_item'],as_dict=True)
+ if parent_se:
+ material_request = parent_se.material_request
+ material_request_item = parent_se.material_request_item
+
+ if material_request:
mreq_item = frappe.db.get_value("Material Request Item",
- {"name": item.material_request_item, "parent": item.material_request},
+ {"name": material_request_item, "parent": material_request},
["item_code", "warehouse", "idx"], as_dict=True)
- if mreq_item.item_code != item.item_code or \
- mreq_item.warehouse != (item.s_warehouse if self.purpose== "Material Issue" else item.t_warehouse):
- frappe.throw(_("Item or Warehouse for row {0} does not match Material Request").format(item.idx),
+ if mreq_item.item_code != item.item_code:
+ frappe.throw(_("Item for row {0} does not match Material Request").format(item.idx),
+ 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):
@@ -1284,7 +1307,7 @@
to fullfill Sales Order {2}.").format(item.item_code, sr, sales_order))
def update_transferred_qty(self):
- if self.purpose == 'Receive at Warehouse':
+ if self.purpose == 'Material Transfer' and self.outgoing_stock_entry:
stock_entries = {}
stock_entries_child_list = []
for d in self.items:
@@ -1342,6 +1365,20 @@
'reference_type': reference_type,
'reference_name': reference_name
})
+ def set_material_request_transfer_status(self, status):
+ material_requests = []
+ if self.outgoing_stock_entry:
+ parent_se = frappe.get_value("Stock Entry", self.outgoing_stock_entry, 'add_to_transit')
+
+ for item in self.items:
+ material_request = item.material_request or None
+ if self.purpose == "Material Transfer" and material_request not in material_requests:
+ if self.outgoing_stock_entry and parent_se:
+ material_request = frappe.get_value("Stock Entry Detail", item.ste_detail, 'material_request')
+
+ if material_request and material_request not in material_requests:
+ material_requests.append(material_request)
+ frappe.db.set_value('Material Request', material_request, 'transfer_status', status)
@frappe.whitelist()
def move_sample_to_retention_warehouse(company, items):
@@ -1381,12 +1418,19 @@
@frappe.whitelist()
def make_stock_in_entry(source_name, target_doc=None):
+
def set_missing_values(source, target):
- target.purpose = 'Receive at Warehouse'
target.set_stock_entry_type()
def update_item(source_doc, target_doc, source_parent):
target_doc.t_warehouse = ''
+
+ if source_doc.material_request_item and source_doc.material_request :
+ add_to_transit = frappe.db.get_value('Stock Entry', source_name, 'add_to_transit')
+ if add_to_transit:
+ warehouse = frappe.get_value('Material Request Item', source_doc.material_request_item, 'warehouse')
+ target_doc.t_warehouse = warehouse
+
target_doc.s_warehouse = source_doc.t_warehouse
target_doc.qty = source_doc.qty - source_doc.transferred_qty
diff --git a/erpnext/stock/doctype/stock_entry/test_stock_entry.py b/erpnext/stock/doctype/stock_entry/test_stock_entry.py
index 8e25804..d98870d 100644
--- a/erpnext/stock/doctype/stock_entry/test_stock_entry.py
+++ b/erpnext/stock/doctype/stock_entry/test_stock_entry.py
@@ -737,34 +737,6 @@
self.assertEqual(se.get("items")[0].allow_zero_valuation_rate, 1)
self.assertEqual(se.get("items")[0].amount, 0)
- def test_goods_in_transit(self):
- from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
- warehouse = "_Test Warehouse FG 1 - _TC"
-
- if not frappe.db.exists('Warehouse', warehouse):
- create_warehouse("_Test Warehouse FG 1")
-
- outward_entry = make_stock_entry(item_code="_Test Item",
- purpose="Send to Warehouse",
- source="_Test Warehouse - _TC",
- target="_Test Warehouse 1 - _TC", qty=50, basic_rate=100)
-
- inward_entry1 = make_stock_in_entry(outward_entry.name)
- inward_entry1.items[0].t_warehouse = warehouse
- inward_entry1.items[0].qty = 25
- inward_entry1.submit()
-
- doc = frappe.get_doc('Stock Entry', outward_entry.name)
- self.assertEqual(doc.per_transferred, 50)
-
- inward_entry2 = make_stock_in_entry(outward_entry.name)
- inward_entry2.items[0].t_warehouse = warehouse
- inward_entry2.items[0].qty = 25
- inward_entry2.submit()
-
- doc = frappe.get_doc('Stock Entry', outward_entry.name)
- self.assertEqual(doc.per_transferred, 100)
-
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)
diff --git a/erpnext/stock/doctype/stock_entry_type/stock_entry_type.json b/erpnext/stock/doctype/stock_entry_type/stock_entry_type.json
index edee3c7..0f2b55e 100644
--- a/erpnext/stock/doctype/stock_entry_type/stock_entry_type.json
+++ b/erpnext/stock/doctype/stock_entry_type/stock_entry_type.json
@@ -1,156 +1,83 @@
{
- "allow_copy": 0,
- "allow_events_in_timeline": 0,
- "allow_guest_to_view": 0,
- "allow_import": 0,
- "allow_rename": 0,
+ "actions": [],
"autoname": "Prompt",
- "beta": 0,
"creation": "2019-03-13 16:23:46.636769",
- "custom": 0,
- "docstatus": 0,
"doctype": "DocType",
- "document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
+ "field_order": [
+ "purpose"
+ ],
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"default": "Material Issue",
- "fetch_if_empty": 0,
"fieldname": "purpose",
"fieldtype": "Select",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
"in_list_view": 1,
- "in_standard_filter": 0,
"label": "Purpose",
- "length": 0,
- "no_copy": 0,
- "options": "\nMaterial Issue\nMaterial Receipt\nMaterial Transfer\nMaterial Transfer for Manufacture\nMaterial Consumption for Manufacture\nManufacture\nRepack\nSend to Subcontractor\nSend to Warehouse\nReceive at Warehouse",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
+ "options": "\nMaterial Issue\nMaterial Receipt\nMaterial Transfer\nMaterial Transfer for Manufacture\nMaterial Consumption for Manufacture\nManufacture\nRepack\nSend to Subcontractor",
"reqd": 1,
- "search_index": 0,
- "set_only_once": 1,
- "translatable": 0,
- "unique": 0
+ "set_only_once": 1
}
],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "idx": 0,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2019-03-26 12:02:42.144377",
+ "links": [],
+ "modified": "2020-08-10 23:24:37.160817",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock Entry Type",
- "name_case": "",
"owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
- "set_user_permissions": 0,
"share": 1,
- "submit": 0,
"write": 1
},
{
- "amend": 0,
- "cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Manufacturing Manager",
- "set_user_permissions": 0,
"share": 1,
- "submit": 0,
"write": 1
},
{
- "amend": 0,
- "cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Stock Manager",
- "set_user_permissions": 0,
"share": 1,
- "submit": 0,
"write": 1
},
{
- "amend": 0,
- "cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Stock User",
- "set_user_permissions": 0,
"share": 1,
- "submit": 0,
"write": 1
}
],
"quick_entry": 1,
- "read_only": 0,
- "read_only_onload": 0,
- "show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "ASC",
- "track_changes": 1,
- "track_seen": 0,
- "track_views": 0
+ "track_changes": 1
}
\ No newline at end of file
diff --git a/erpnext/stock/stock_ledger.py b/erpnext/stock/stock_ledger.py
index e1b3730..f4490f1 100644
--- a/erpnext/stock/stock_ledger.py
+++ b/erpnext/stock/stock_ledger.py
@@ -31,7 +31,7 @@
sle['posting_time'] = now_datetime().strftime('%H:%M:%S.%f')
if cancel:
- sle['actual_qty'] = -flt(sle.get('actual_qty'), 0)
+ sle['actual_qty'] = -flt(sle.get('actual_qty'))
if sle['actual_qty'] < 0 and not sle.get('outgoing_rate'):
sle['outgoing_rate'] = get_incoming_outgoing_rate_for_cancel(sle.item_code,
diff --git a/erpnext/support/doctype/issue/issue.js b/erpnext/support/doctype/issue/issue.js
index 9e15757..858564a 100644
--- a/erpnext/support/doctype/issue/issue.js
+++ b/erpnext/support/doctype/issue/issue.js
@@ -209,11 +209,11 @@
frm.dashboard.set_headline_alert(
'<div class="row">' +
- '<div class="col-xs-6">' +
- '<span class="indicator whitespace-nowrap '+ time_to_respond.indicator +'"><span class="hidden-xs">Time to Respond: '+ time_to_respond.diff_display +'</span></span> ' +
+ '<div class="col-xs-12 col-sm-6">' +
+ '<span class="indicator whitespace-nowrap '+ time_to_respond.indicator +'"><span>Time to Respond: '+ time_to_respond.diff_display +'</span></span> ' +
'</div>' +
- '<div class="col-xs-6">' +
- '<span class="indicator whitespace-nowrap '+ time_to_resolve.indicator +'"><span class="hidden-xs">Time to Resolve: '+ time_to_resolve.diff_display +'</span></span> ' +
+ '<div class="col-xs-12 col-sm-6">' +
+ '<span class="indicator whitespace-nowrap '+ time_to_resolve.indicator +'"><span>Time to Resolve: '+ time_to_resolve.diff_display +'</span></span> ' +
'</div>' +
'</div>'
);
diff --git a/erpnext/templates/generators/item/item_image.html b/erpnext/templates/generators/item/item_image.html
index 0dd4c35..5d46a45 100644
--- a/erpnext/templates/generators/item/item_image.html
+++ b/erpnext/templates/generators/item/item_image.html
@@ -23,7 +23,7 @@
})
</script>
{% else %}
-{{ product_image(website_image or image or 'no-image.jpg') }}
+{{ product_image(website_image or image or 'no-image.jpg', alt=website_image_alt or item_name) }}
{% endif %}
<!-- Simple image preview -->
diff --git a/erpnext/templates/generators/item/item_inquiry.js b/erpnext/templates/generators/item/item_inquiry.js
index 52ddae2..e7db3a3 100644
--- a/erpnext/templates/generators/item/item_inquiry.js
+++ b/erpnext/templates/generators/item/item_inquiry.js
@@ -22,6 +22,13 @@
},
{
fieldtype: 'Data',
+ label: __('Phone Number'),
+ fieldname: 'phone',
+ options: 'Phone',
+ reqd: 1
+ },
+ {
+ fieldtype: 'Data',
label: __('Subject'),
fieldname: 'subject',
reqd: 1
diff --git a/erpnext/templates/generators/item_group.html b/erpnext/templates/generators/item_group.html
index 3f98453..40a064f 100644
--- a/erpnext/templates/generators/item_group.html
+++ b/erpnext/templates/generators/item_group.html
@@ -4,7 +4,7 @@
{% block page_content %}
<div class="item-group-content" itemscope itemtype="http://schema.org/Product">
- <div>
+ <div class="item-group-slideshow">
{% if slideshow %}<!-- slideshow -->
{% include "templates/includes/slideshow.html" %}
{% endif %}
diff --git a/erpnext/templates/includes/macros.html b/erpnext/templates/includes/macros.html
index 3c82e90..ea6b00f 100644
--- a/erpnext/templates/includes/macros.html
+++ b/erpnext/templates/includes/macros.html
@@ -7,9 +7,9 @@
</div>
{% endmacro %}
-{% macro product_image(website_image, css_class="") %}
+{% macro product_image(website_image, css_class="", alt="") %}
<div class="border text-center rounded h-100 {{ css_class }}" style="overflow: hidden;">
- <img itemprop="image" class="website-image h-100 w-100" src="{{ frappe.utils.quoted(website_image or 'no-image.jpg') | abs_url }}">
+ <img itemprop="image" class="website-image h-100 w-100" alt="{{ alt }}" src="{{ frappe.utils.quoted(website_image or 'no-image.jpg') | abs_url }}">
</div>
{% endmacro %}
diff --git a/erpnext/www/support/index.html b/erpnext/www/support/index.html
index 93da503..12b4c2c 100644
--- a/erpnext/www/support/index.html
+++ b/erpnext/www/support/index.html
@@ -9,6 +9,33 @@
<p class="hero-subtitle">{{ greeting_subtitle }}</p>
{% endif %}
</div>
+ <div class="search-container">
+ <div class="website-search" id="search-container">
+ <div class="dropdown">
+ <div class="search-icon">
+ <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 24 24"
+ fill="none"
+ stroke="currentColor" stroke-width="2" stroke-linecap="round"
+ stroke-linejoin="round"
+ class="feather feather-search">
+ <circle cx="11" cy="11" r="8"></circle>
+ <line x1="21" y1="21" x2="16.65" y2="16.65"></line>
+ </svg>
+ </div>
+ <input type="search" class="form-control" placeholder="Search the docs (Press ? to focus)" />
+ <div class="overflow-hidden shadow dropdown-menu w-100">
+ </div>
+ </div>
+ </div>
+ <button class="navbar-toggler" type="button"
+ data-toggle="collapse"
+ data-target="#navbarSupportedContent"
+ aria-controls="navbarSupportedContent"
+ aria-expanded="false"
+ aria-label="Toggle navigation">
+ <span class="navbar-toggler-icon"></span>
+ </button>
+ </div>
</div>
</section>
@@ -54,5 +81,21 @@
</div>
</section>
{% endif %}
+{% endblock %}
-{% endblock %}
\ No newline at end of file
+{%- block script -%}
+<script>
+ frappe.ready(() => {
+ frappe.setup_search('#search-container', 'kb');
+ });
+</script>
+{%- endblock -%}
+
+{%- block style -%}
+<style>
+ .search-container {
+ margin-top: 1.2rem;
+ max-width: 500px;
+ }
+</style>
+{%- endblock -%}