feat(Employee Advance): add 'Returned' and 'Partly Claimed and Returned' status
diff --git a/erpnext/hr/doctype/employee_advance/employee_advance.json b/erpnext/hr/doctype/employee_advance/employee_advance.json
index 0475453..b050183 100644
--- a/erpnext/hr/doctype/employee_advance/employee_advance.json
+++ b/erpnext/hr/doctype/employee_advance/employee_advance.json
@@ -2,7 +2,7 @@
"actions": [],
"allow_import": 1,
"autoname": "naming_series:",
- "creation": "2017-10-09 14:26:29.612365",
+ "creation": "2022-01-17 18:36:51.450395",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
@@ -121,7 +121,7 @@
"fieldtype": "Select",
"label": "Status",
"no_copy": 1,
- "options": "Draft\nPaid\nUnpaid\nClaimed\nCancelled",
+ "options": "Draft\nPaid\nUnpaid\nClaimed\nReturned\nPartly Claimed and Returned\nCancelled",
"read_only": 1
},
{
@@ -200,7 +200,7 @@
],
"is_submittable": 1,
"links": [],
- "modified": "2021-09-11 18:38:38.617478",
+ "modified": "2022-01-17 19:33:52.345823",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee Advance",
@@ -237,5 +237,41 @@
"search_fields": "employee,employee_name",
"sort_field": "modified",
"sort_order": "DESC",
+ "states": [
+ {
+ "color": "Red",
+ "custom": 1,
+ "title": "Draft"
+ },
+ {
+ "color": "Green",
+ "custom": 1,
+ "title": "Paid"
+ },
+ {
+ "color": "Orange",
+ "custom": 1,
+ "title": "Unpaid"
+ },
+ {
+ "color": "Blue",
+ "custom": 1,
+ "title": "Claimed"
+ },
+ {
+ "color": "Gray",
+ "title": "Returned"
+ },
+ {
+ "color": "Yellow",
+ "title": "Partly Claimed and Returned"
+ },
+ {
+ "color": "Red",
+ "custom": 1,
+ "title": "Cancelled"
+ }
+ ],
+ "title_field": "employee_name",
"track_changes": 1
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_advance/employee_advance.py b/erpnext/hr/doctype/employee_advance/employee_advance.py
index 7aac2b6..e17eb21 100644
--- a/erpnext/hr/doctype/employee_advance/employee_advance.py
+++ b/erpnext/hr/doctype/employee_advance/employee_advance.py
@@ -28,18 +28,31 @@
def on_cancel(self):
self.ignore_linked_doctypes = ('GL Entry')
- def set_status(self):
+ def set_status(self, update=False):
+ precision = self.precision("paid_amount")
+ total_amount = flt(flt(self.claimed_amount) + flt(self.return_amount), precision)
+ status = None
+
if self.docstatus == 0:
- self.status = "Draft"
- if self.docstatus == 1:
- if self.claimed_amount and flt(self.claimed_amount) == flt(self.paid_amount):
- self.status = "Claimed"
- elif self.paid_amount and self.advance_amount == flt(self.paid_amount):
- self.status = "Paid"
+ status = "Draft"
+ elif self.docstatus == 1:
+ if flt(self.claimed_amount) > 0 and flt(self.claimed_amount, precision) == flt(self.paid_amount, precision):
+ status = "Claimed"
+ elif flt(self.return_amount) > 0 and flt(self.return_amount, precision) == flt(self.paid_amount, precision):
+ status = "Returned"
+ elif flt(self.claimed_amount) > 0 and (flt(self.return_amount) > 0) and total_amount == flt(self.paid_amount, precision):
+ status = "Partly Claimed and Returned"
+ elif flt(self.paid_amount) > 0 and flt(self.advance_amount, precision) == flt(self.paid_amount, precision):
+ status = "Paid"
else:
- self.status = "Unpaid"
+ status = "Unpaid"
elif self.docstatus == 2:
- self.status = "Cancelled"
+ status = "Cancelled"
+
+ if update:
+ self.db_set("status", status)
+ else:
+ self.status = status
def set_total_advance_paid(self):
gle = frappe.qb.DocType("GL Entry")
@@ -85,9 +98,7 @@
self.db_set("paid_amount", paid_amount)
self.db_set("return_amount", return_amount)
- self.set_status()
- frappe.db.set_value("Employee Advance", self.name , "status", self.status)
-
+ self.set_status(update=True)
def update_claimed_amount(self):
claimed_amount = frappe.db.sql("""
@@ -103,8 +114,8 @@
frappe.db.set_value("Employee Advance", self.name, "claimed_amount", flt(claimed_amount))
self.reload()
- self.set_status()
- frappe.db.set_value("Employee Advance", self.name, "status", self.status)
+ self.set_status(update=True)
+
@frappe.whitelist()
def get_pending_amount(employee, posting_date):
diff --git a/erpnext/hr/doctype/expense_claim/expense_claim.js b/erpnext/hr/doctype/expense_claim/expense_claim.js
index 0479457..af80b63 100644
--- a/erpnext/hr/doctype/expense_claim/expense_claim.js
+++ b/erpnext/hr/doctype/expense_claim/expense_claim.js
@@ -171,7 +171,7 @@
['docstatus', '=', 1],
['employee', '=', frm.doc.employee],
['paid_amount', '>', 0],
- ['status', '!=', 'Claimed']
+ ['status', 'not in', ['Claimed', 'Returned', 'Partly Claimed and Returned']]
]
};
});
diff --git a/erpnext/hr/doctype/expense_claim/expense_claim.py b/erpnext/hr/doctype/expense_claim/expense_claim.py
index 7e3898b..2d2bb09 100644
--- a/erpnext/hr/doctype/expense_claim/expense_claim.py
+++ b/erpnext/hr/doctype/expense_claim/expense_claim.py
@@ -341,18 +341,27 @@
@frappe.whitelist()
def get_advances(employee, advance_id=None):
- if not advance_id:
- condition = 'docstatus=1 and employee={0} and paid_amount > 0 and paid_amount > claimed_amount + return_amount'.format(frappe.db.escape(employee))
- else:
- condition = 'name={0}'.format(frappe.db.escape(advance_id))
+ advance = frappe.qb.DocType("Employee Advance")
- return frappe.db.sql("""
- select
- name, posting_date, paid_amount, claimed_amount, advance_account
- from
- `tabEmployee Advance`
- where {0}
- """.format(condition), as_dict=1)
+ query = (
+ frappe.qb.from_(advance)
+ .select(
+ advance.name, advance.posting_date, advance.paid_amount,
+ advance.claimed_amount, advance.advance_account
+ )
+ )
+
+ if not advance_id:
+ query = query.where(
+ (advance.docstatus == 1)
+ & (advance.employee == employee)
+ & (advance.paid_amount > 0)
+ & (advance.status.notin(["Claimed", "Returned", "Partly Claimed and Returned"]))
+ )
+ else:
+ query = query.where(advance.name == advance_id)
+
+ return query.run(as_dict=True)
@frappe.whitelist()