Merge pull request #15573 from rohitwaghchaure/cost_center_issue_while_saving
[Fix] Cost center issue
diff --git a/erpnext/accounts/deferred_revenue.py b/erpnext/accounts/deferred_revenue.py
index 61fc211..5e5c6e5 100644
--- a/erpnext/accounts/deferred_revenue.py
+++ b/erpnext/accounts/deferred_revenue.py
@@ -35,8 +35,8 @@
def convert_deferred_expense_to_expense(start_date=None, end_date=None):
# check for the purchase invoice for which GL entries has to be done
invoices = frappe.db.sql_list('''
- select parent from `tabPurchase Invoice Item` where service_start_date<=%s and service_end_date>=%s
- and enable_deferred_expense = 1 and docstatus = 1
+ select distinct parent from `tabPurchase Invoice Item` where service_start_date<=%s and service_end_date>=%s
+ and enable_deferred_expense = 1 and docstatus = 1 and ifnull(amount, 0) > 0
''', (end_date or today(), start_date or add_months(today(), -1)))
# For each invoice, book deferred expense
@@ -47,8 +47,8 @@
def convert_deferred_revenue_to_income(start_date=None, end_date=None):
# check for the sales invoice for which GL entries has to be done
invoices = frappe.db.sql_list('''
- select parent from `tabSales Invoice Item` where service_start_date<=%s and service_end_date>=%s
- and enable_deferred_revenue = 1 and docstatus = 1
+ select distinct parent from `tabSales Invoice Item` where service_start_date<=%s and service_end_date>=%s
+ and enable_deferred_revenue = 1 and docstatus = 1 and ifnull(amount, 0) > 0
''', (end_date or today(), start_date or add_months(today(), -1)))
# For each invoice, book deferred revenue
diff --git a/erpnext/accounts/doctype/pricing_rule/pricing_rule.js b/erpnext/accounts/doctype/pricing_rule/pricing_rule.js
index 86694e6..c33ab62 100644
--- a/erpnext/accounts/doctype/pricing_rule/pricing_rule.js
+++ b/erpnext/accounts/doctype/pricing_rule/pricing_rule.js
@@ -116,6 +116,18 @@
};
},
+ onload: function(frm) {
+ if(frm.doc.__islocal && !frm.doc.applicable_for && (frm.doc.customer || frm.doc.supplier)) {
+ if(frm.doc.customer) {
+ frm.doc.applicable_for = "Customer";
+ frm.doc.selling = 1
+ } else {
+ frm.doc.applicable_for = "Supplier";
+ frm.doc.buying = 1
+ }
+ }
+ },
+
refresh: function(frm) {
var help_content =
`<table class="table table-bordered" style="background-color: #f9f9f9;">
diff --git a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
index a44ac00..42f371b 100644
--- a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
+++ b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
@@ -384,3 +384,13 @@
args.transaction_type = "selling"
else:
args.transaction_type = "buying"
+
+@frappe.whitelist()
+def make_pricing_rule(doctype, docname):
+ doc = frappe.new_doc("Pricing Rule")
+ doc.applicable_for = doctype
+ doc.set(frappe.scrub(doctype), docname)
+ doc.selling = 1 if doctype == "Customer" else 0
+ doc.buying = 1 if doctype == "Supplier" else 0
+
+ return doc
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
index c37fd15..3da54f0 100644
--- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
+++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
@@ -77,8 +77,9 @@
}
if (doc.outstanding_amount > 0 && !cint(doc.is_return)) {
- cur_frm.add_custom_button(__('Payment Request'),
- this.make_payment_request, __("Make"));
+ cur_frm.add_custom_button(__('Payment Request'), function() {
+ me.make_payment_request()
+ }, __("Make"));
}
if(doc.docstatus===0) {
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
index ca74d4d..b8ea205 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js
@@ -35,6 +35,7 @@
},
refresh: function(doc, dt, dn) {
+ const me = this;
this._super();
if(cur_frm.msgbox && cur_frm.msgbox.$wrapper.is(":visible")) {
// hide new msgbox
@@ -82,9 +83,10 @@
}
}
- if(doc.outstanding_amount>0 && !cint(doc.is_return)) {
- cur_frm.add_custom_button(__('Payment Request'),
- this.make_payment_request, __("Make"));
+ if (doc.outstanding_amount>0 && !cint(doc.is_return)) {
+ cur_frm.add_custom_button(__('Payment Request'), function() {
+ me.make_payment_request();
+ }, __("Make"));
}
if(!doc.auto_repeat) {
@@ -102,7 +104,6 @@
}
this.set_default_print_format();
- var me = this;
if (doc.docstatus == 1 && !doc.inter_company_invoice_reference) {
frappe.model.with_doc("Customer", me.frm.doc.customer, function() {
var customer = frappe.model.get_doc("Customer", me.frm.doc.customer);
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
index d085d2a..d730e88 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
@@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe, erpnext
import frappe.defaults
-from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_days, cstr
+from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_days, cstr, nowdate
from frappe import _, msgprint, throw
from erpnext.accounts.party import get_party_account, get_due_date
from erpnext.controllers.stock_controller import update_gl_entries_after
@@ -54,9 +54,18 @@
def set_indicator(self):
"""Set indicator for portal"""
- if self.outstanding_amount > 0:
+ if cint(self.is_return) == 1:
+ self.indicator_title = _("Return")
+ self.indicator_color = "darkgrey"
+ elif self.outstanding_amount > 0 and getdate(self.due_date) >= getdate(nowdate()):
self.indicator_color = "orange"
self.indicator_title = _("Unpaid")
+ elif self.outstanding_amount > 0 and getdate(self.due_date) < getdate(nowdate()):
+ self.indicator_color = "red"
+ self.indicator_title = _("Overdue")
+ elif self.outstanding_amount < 0:
+ self.indicator_title = _("Credit Note Issued")
+ self.indicator_color = "darkgrey"
else:
self.indicator_color = "green"
self.indicator_title = _("Paid")
diff --git a/erpnext/accounts/report/budget_variance_report/budget_variance_report.js b/erpnext/accounts/report/budget_variance_report/budget_variance_report.js
index cf8d549..cd9f9d9 100644
--- a/erpnext/accounts/report/budget_variance_report/budget_variance_report.js
+++ b/erpnext/accounts/report/budget_variance_report/budget_variance_report.js
@@ -4,8 +4,16 @@
frappe.query_reports["Budget Variance Report"] = {
"filters": [
{
- fieldname: "fiscal_year",
- label: __("Fiscal Year"),
+ fieldname: "from_fiscal_year",
+ label: __("From Fiscal Year"),
+ fieldtype: "Link",
+ options: "Fiscal Year",
+ default: frappe.sys_defaults.fiscal_year,
+ reqd: 1
+ },
+ {
+ fieldname: "to_fiscal_year",
+ label: __("To Fiscal Year"),
fieldtype: "Link",
options: "Fiscal Year",
default: frappe.sys_defaults.fiscal_year,
@@ -21,7 +29,7 @@
{ "value": "Half-Yearly", "label": __("Half-Yearly") },
{ "value": "Yearly", "label": __("Yearly") }
],
- default: "Monthly",
+ default: "Yearly",
reqd: 1
},
{
@@ -46,5 +54,11 @@
fieldtype: "Link",
options: "Cost Center"
},
+ {
+ fieldname:"show_cumulative",
+ label: __("Show Cumulative Amount"),
+ fieldtype: "Check",
+ default: 0,
+ },
]
}
diff --git a/erpnext/accounts/report/budget_variance_report/budget_variance_report.py b/erpnext/accounts/report/budget_variance_report/budget_variance_report.py
index 75739d9..b292bd3 100644
--- a/erpnext/accounts/report/budget_variance_report/budget_variance_report.py
+++ b/erpnext/accounts/report/budget_variance_report/budget_variance_report.py
@@ -9,7 +9,7 @@
from erpnext.controllers.trends import get_period_date_ranges, get_period_month_ranges
from six import iteritems
-
+from pprint import pprint
def execute(filters=None):
if not filters: filters = {}
validate_filters(filters)
@@ -19,7 +19,7 @@
else:
cost_centers = get_cost_centers(filters)
- period_month_ranges = get_period_month_ranges(filters["period"], filters["fiscal_year"])
+ period_month_ranges = get_period_month_ranges(filters["period"], filters["from_fiscal_year"])
cam_map = get_cost_center_account_month_map(filters)
data = []
@@ -29,18 +29,28 @@
for account, monthwise_data in iteritems(cost_center_items):
row = [cost_center, account]
totals = [0, 0, 0]
- for relevant_months in period_month_ranges:
- period_data = [0, 0, 0]
- for month in relevant_months:
- month_data = monthwise_data.get(month, {})
- for i, fieldname in enumerate(["target", "actual", "variance"]):
- value = flt(month_data.get(fieldname))
- period_data[i] += value
- totals[i] += value
- period_data[2] = period_data[0] - period_data[1]
- row += period_data
+ for year in get_fiscal_years(filters):
+ last_total = 0
+ for relevant_months in period_month_ranges:
+ period_data = [0, 0, 0]
+ for month in relevant_months:
+ if monthwise_data.get(year[0]):
+ month_data = monthwise_data.get(year[0]).get(month, {})
+ for i, fieldname in enumerate(["target", "actual", "variance"]):
+ value = flt(month_data.get(fieldname))
+ period_data[i] += value
+ totals[i] += value
+
+ period_data[0] += last_total
+
+ if(filters.get("show_cumulative")):
+ last_total = period_data[0] - period_data[1]
+
+ period_data[2] = period_data[0] - period_data[1]
+ row += period_data
totals[2] = totals[0] - totals[1]
- row += totals
+ if filters["period"] != "Yearly" :
+ row += totals
data.append(row)
return columns, data
@@ -50,21 +60,32 @@
frappe.throw(_("Filter based on Cost Center is only applicable if Budget Against is selected as Cost Center"))
def get_columns(filters):
- columns = [_(filters.get("budget_against")) + ":Link/%s:120"%(filters.get("budget_against")), _("Account") + ":Link/Account:120"]
+ columns = [_(filters.get("budget_against")) + ":Link/%s:80"%(filters.get("budget_against")), _("Account") + ":Link/Account:80"]
group_months = False if filters["period"] == "Monthly" else True
- for from_date, to_date in get_period_date_ranges(filters["period"], filters["fiscal_year"]):
- for label in [_("Target") + " (%s)", _("Actual") + " (%s)", _("Variance") + " (%s)"]:
- if group_months:
- label = label % (formatdate(from_date, format_string="MMM") + " - " + formatdate(to_date, format_string="MMM"))
+ fiscal_year = get_fiscal_years(filters)
+
+ for year in fiscal_year:
+ for from_date, to_date in get_period_date_ranges(filters["period"], year[0]):
+ if filters["period"] == "Yearly":
+ labels = [_("Budget") + " " + str(year[0]), _("Actual ") + " " + str(year[0]), _("Varaiance ") + " " + str(year[0])]
+ for label in labels:
+ columns.append(label+":Float:80")
else:
- label = label % formatdate(from_date, format_string="MMM")
+ for label in [_("Budget") + " (%s)" + " " + str(year[0]), _("Actual") + " (%s)" + " " + str(year[0]), _("Variance") + " (%s)" + " " + str(year[0])]:
+ if group_months:
+ label = label % (formatdate(from_date, format_string="MMM") + "-" + formatdate(to_date, format_string="MMM"))
+ else:
+ label = label % formatdate(from_date, format_string="MMM")
- columns.append(label+":Float:120")
+ columns.append(label+":Float:80")
- return columns + [_("Total Target") + ":Float:120", _("Total Actual") + ":Float:120",
- _("Total Variance") + ":Float:120"]
+ if filters["period"] != "Yearly" :
+ return columns + [_("Total Budget") + ":Float:80", _("Total Actual") + ":Float:80",
+ _("Total Variance") + ":Float:80"]
+ else:
+ return columns
def get_cost_centers(filters):
cond = "and 1=1"
@@ -81,21 +102,23 @@
cond += " and b.cost_center='%s'" % frappe.db.escape(filters.get("cost_center"))
return frappe.db.sql("""
- select b.{budget_against} as budget_against, b.monthly_distribution, ba.account, ba.budget_amount
+ select b.{budget_against} as budget_against, b.monthly_distribution, ba.account, ba.budget_amount,b.fiscal_year
from `tabBudget` b, `tabBudget Account` ba
- where b.name=ba.parent and b.docstatus = 1 and b.fiscal_year=%s
- and b.budget_against = %s and b.company=%s {cond}
+ where b.name=ba.parent and b.docstatus = 1 and b.fiscal_year between %s and %s
+ and b.budget_against = %s and b.company=%s {cond} order by b.fiscal_year
""".format(budget_against=filters.get("budget_against").replace(" ", "_").lower(), cond=cond),
- (filters.fiscal_year, filters.budget_against, filters.company), as_dict=True)
+ (filters.from_fiscal_year,filters.to_fiscal_year,filters.budget_against, filters.company), as_dict=True)
+
+
#Get target distribution details of accounts of cost center
def get_target_distribution_details(filters):
target_details = {}
for d in frappe.db.sql("""select md.name, mdp.month, mdp.percentage_allocation
from `tabMonthly Distribution Percentage` mdp, `tabMonthly Distribution` md
- where mdp.parent=md.name and md.fiscal_year=%s""", (filters["fiscal_year"]), as_dict=1):
+ where mdp.parent=md.name and md.fiscal_year between %s and %s order by md.fiscal_year""",(filters.from_fiscal_year, filters.to_fiscal_year), as_dict=1):
target_details.setdefault(d.name, {}).setdefault(d.month, flt(d.percentage_allocation))
-
+
return target_details
#Get actual details from gl entry
@@ -107,7 +130,7 @@
cc_lft, cc_rgt = frappe.db.get_value("Cost Center", name, ["lft", "rgt"])
cond = "lft>='{lft}' and rgt<='{rgt}'".format(lft = cc_lft, rgt=cc_rgt)
- ac_details = frappe.db.sql("""select gl.account, gl.debit, gl.credit,
+ ac_details = frappe.db.sql("""select gl.account, gl.debit, gl.credit,gl.fiscal_year,
MONTHNAME(gl.posting_date) as month_name, b.{budget_against} as budget_against
from `tabGL Entry` gl, `tabBudget Account` ba, `tabBudget` b
where
@@ -115,11 +138,11 @@
and b.docstatus = 1
and ba.account=gl.account
and b.{budget_against} = gl.{budget_against}
- and gl.fiscal_year=%s
+ and gl.fiscal_year between %s and %s
and b.{budget_against}=%s
- and exists(select name from `tab{tab}` where name=gl.{budget_against} and {cond}) group by gl.name
- """.format(tab = filters.budget_against, budget_against = budget_against, cond = cond),
- (filters.fiscal_year, name), as_dict=1)
+ and exists(select name from `tab{tab}` where name=gl.{budget_against} and {cond}) group by gl.name order by gl.fiscal_year
+ """.format(tab = filters.budget_against, budget_against = budget_against, cond = cond,from_year=filters.from_fiscal_year,to_year=filters.to_fiscal_year),
+ (filters.from_fiscal_year, filters.to_fiscal_year, name), as_dict=1)
cc_actual_details = {}
for d in ac_details:
@@ -139,13 +162,12 @@
for month_id in range(1, 13):
month = datetime.date(2013, month_id, 1).strftime('%B')
-
- cam_map.setdefault(ccd.budget_against, {}).setdefault(ccd.account, {})\
+ cam_map.setdefault(ccd.budget_against, {}).setdefault(ccd.account, {}).setdefault(ccd.fiscal_year,{})\
.setdefault(month, frappe._dict({
"target": 0.0, "actual": 0.0
}))
- tav_dict = cam_map[ccd.budget_against][ccd.account][month]
+ tav_dict = cam_map[ccd.budget_against][ccd.account][ccd.fiscal_year][month]
month_percentage = tdd.get(ccd.monthly_distribution, {}).get(month, 0) \
if ccd.monthly_distribution else 100.0/12
@@ -156,3 +178,11 @@
tav_dict.actual += flt(ad.debit) - flt(ad.credit)
return cam_map
+
+def get_fiscal_years(filters):
+
+ fiscal_year = frappe.db.sql("""select name from `tabFiscal Year` where
+ name between %(from_fiscal_year)s and %(to_fiscal_year)s""",
+ {'from_fiscal_year': filters["from_fiscal_year"], 'to_fiscal_year': filters["to_fiscal_year"]})
+
+ return fiscal_year
diff --git a/erpnext/accounts/report/cash_flow/custom_cash_flow.py b/erpnext/accounts/report/cash_flow/custom_cash_flow.py
index d0b283a..8566f53 100644
--- a/erpnext/accounts/report/cash_flow/custom_cash_flow.py
+++ b/erpnext/accounts/report/cash_flow/custom_cash_flow.py
@@ -10,7 +10,7 @@
def get_mapper_for(mappers, position):
- mapper_list = filter(lambda x: x['position'] == position, mappers)
+ mapper_list = list(filter(lambda x: x['position'] == position, mappers))
return mapper_list[0] if mapper_list else []
@@ -345,13 +345,13 @@
# compute net profit / loss
income = get_data(
- filters.company, "Income", "Credit", period_list,
+ filters.company, "Income", "Credit", period_list, filters=filters,
accumulated_values=filters.accumulated_values, ignore_closing_entries=True,
ignore_accumulated_values_for_fy=True
)
expense = get_data(
- filters.company, "Expense", "Debit", period_list,
+ filters.company, "Expense", "Debit", period_list, filters=filters,
accumulated_values=filters.accumulated_values, ignore_closing_entries=True,
ignore_accumulated_values_for_fy=True
)
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 b6d4875..2d13469 100644
--- a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py
+++ b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py
@@ -238,6 +238,9 @@
for d in reversed(accounts):
if d.parent_account:
account = d.parent_account.split('-')[0].strip()
+ if not accounts_by_name.get(account):
+ continue
+
for company in companies:
accounts_by_name[account][company] = \
accounts_by_name[account].get(company, 0.0) + d.get(company, 0.0)
diff --git a/erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.js b/erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.js
index b612e02..9dd9b3f 100644
--- a/erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.js
+++ b/erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.js
@@ -28,6 +28,24 @@
"label": __("Mode of Payment"),
"fieldtype": "Link",
"options": "Mode of Payment"
+ },
+ {
+ "fieldname":"warehouse",
+ "label": __("Warehouse"),
+ "fieldtype": "Link",
+ "options": "Warehouse"
+ },
+ {
+ "fieldname":"brand",
+ "label": __("Brand"),
+ "fieldtype": "Link",
+ "options": "Brand"
+ },
+ {
+ "fieldname":"item_group",
+ "label": __("Item Group"),
+ "fieldtype": "Link",
+ "options": "Item Group"
}
]
}
diff --git a/erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.py b/erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.py
index 75f1fca..c95c8df 100644
--- a/erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.py
+++ b/erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.py
@@ -14,10 +14,10 @@
def _execute(filters=None, additional_table_columns=None, additional_query_columns=None):
if not filters: filters = {}
- filters.update({"from_date": filters.get("date_range")[0], "to_date": filters.get("date_range")[1]})
+ filters.update({"from_date": filters.get("date_range") and filters.get("date_range")[0], "to_date": filters.get("date_range") and filters.get("date_range")[1]})
columns = get_columns(additional_table_columns)
- company_currency = erpnext.get_company_currency(filters.company)
+ company_currency = erpnext.get_company_currency(filters.get('company'))
item_list = get_items(filters, additional_query_columns)
if item_list:
@@ -108,6 +108,23 @@
conditions += """ and exists(select name from `tabSales Invoice Payment`
where parent=`tabSales Invoice`.name
and ifnull(`tabSales Invoice Payment`.mode_of_payment, '') = %(mode_of_payment)s)"""
+
+ if filters.get("warehouse"):
+ conditions += """ and exists(select name from `tabSales Invoice Item`
+ where parent=`tabSales Invoice`.name
+ and ifnull(`tabSales Invoice Item`.warehouse, '') = %(warehouse)s)"""
+
+
+ if filters.get("brand"):
+ conditions += """ and exists(select name from `tabSales Invoice Item`
+ where parent=`tabSales Invoice`.name
+ and ifnull(`tabSales Invoice Item`.brand, '') = %(brand)s)"""
+
+ if filters.get("item_group"):
+ conditions += """ and exists(select name from `tabSales Invoice Item`
+ where parent=`tabSales Invoice`.name
+ and ifnull(`tabSales Invoice Item`.item_group, '') = %(item_group)s)"""
+
return conditions
diff --git a/erpnext/accounts/report/sales_register/sales_register.js b/erpnext/accounts/report/sales_register/sales_register.js
index db74626..0b48882c 100644
--- a/erpnext/accounts/report/sales_register/sales_register.js
+++ b/erpnext/accounts/report/sales_register/sales_register.js
@@ -52,6 +52,18 @@
"label": __("Warehouse"),
"fieldtype": "Link",
"options": "Warehouse"
+ },
+ {
+ "fieldname":"brand",
+ "label": __("Brand"),
+ "fieldtype": "Link",
+ "options": "Brand"
+ },
+ {
+ "fieldname":"item_group",
+ "label": __("Item Group"),
+ "fieldtype": "Link",
+ "options": "Item Group"
}
]
}
diff --git a/erpnext/accounts/report/sales_register/sales_register.py b/erpnext/accounts/report/sales_register/sales_register.py
index dd92c92..d37caaf 100644
--- a/erpnext/accounts/report/sales_register/sales_register.py
+++ b/erpnext/accounts/report/sales_register/sales_register.py
@@ -153,6 +153,16 @@
where parent=`tabSales Invoice`.name
and ifnull(`tabSales Invoice Item`.warehouse, '') = %(warehouse)s)"""
+ if filters.get("brand"):
+ conditions += """ and exists(select name from `tabSales Invoice Item`
+ where parent=`tabSales Invoice`.name
+ and ifnull(`tabSales Invoice Item`.brand, '') = %(brand)s)"""
+
+ if filters.get("item_group"):
+ conditions += """ and exists(select name from `tabSales Invoice Item`
+ where parent=`tabSales Invoice`.name
+ and ifnull(`tabSales Invoice Item`.item_group, '') = %(item_group)s)"""
+
return conditions
def get_invoices(filters, additional_query_columns):
diff --git a/erpnext/buying/doctype/supplier/supplier.js b/erpnext/buying/doctype/supplier/supplier.js
index f0236e0..be58df2 100644
--- a/erpnext/buying/doctype/supplier/supplier.js
+++ b/erpnext/buying/doctype/supplier/supplier.js
@@ -49,6 +49,10 @@
erpnext.utils.make_bank_account(frm.doc.doctype, frm.doc.name);
}, __("Make"));
+ frm.add_custom_button(__('Pricing Rule'), function () {
+ erpnext.utils.make_pricing_rule(frm.doc.doctype, frm.doc.name);
+ }, __("Make"));
+
// indicators
erpnext.utils.set_party_dashboard_indicators(frm);
}
diff --git a/erpnext/buying/doctype/supplier/supplier.json b/erpnext/buying/doctype/supplier/supplier.json
index 5b095b0..d2148bb 100644
--- a/erpnext/buying/doctype/supplier/supplier.json
+++ b/erpnext/buying/doctype/supplier/supplier.json
@@ -1,1584 +1,1585 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 1,
- "autoname": "naming_series:",
- "beta": 0,
- "creation": "2013-01-10 16:34:11",
- "custom": 0,
- "description": "Supplier of Goods or Services.",
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Setup",
- "editable_grid": 0,
- "engine": "InnoDB",
+ "allow_copy": 0,
+ "allow_events_in_timeline": 1,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "naming_series:",
+ "beta": 0,
+ "creation": "2013-01-10 16:34:11",
+ "custom": 0,
+ "description": "Supplier of Goods or Services.",
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Setup",
+ "editable_grid": 0,
+ "engine": "InnoDB",
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "basic_info",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Name and Type",
- "length": 0,
- "no_copy": 0,
- "oldfieldtype": "Section Break",
- "options": "fa fa-user",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "basic_info",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Name and Type",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldtype": "Section Break",
+ "options": "fa fa-user",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "default": "",
- "fieldname": "naming_series",
- "fieldtype": "Select",
- "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": "Series",
- "length": 0,
- "no_copy": 1,
- "oldfieldname": "naming_series",
- "oldfieldtype": "Select",
- "options": "SUP-.YYYY.-",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 1,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "",
+ "fieldname": "naming_series",
+ "fieldtype": "Select",
+ "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": "Series",
+ "length": 0,
+ "no_copy": 1,
+ "oldfieldname": "naming_series",
+ "oldfieldtype": "Select",
+ "options": "SUP-.YYYY.-",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 1,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 1,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "supplier_name",
- "fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 1,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Supplier Name",
- "length": 0,
- "no_copy": 1,
- "oldfieldname": "supplier_name",
- "oldfieldtype": "Data",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 1,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "supplier_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 1,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Supplier Name",
+ "length": 0,
+ "no_copy": 1,
+ "oldfieldname": "supplier_name",
+ "oldfieldtype": "Data",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "country",
- "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": "Country",
- "length": 0,
- "no_copy": 0,
- "options": "Country",
- "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,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "country",
+ "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": "Country",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Country",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "tax_id",
- "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": "Tax ID",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
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- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "tax_id",
+ "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": "Tax ID",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "tax_withholding_category",
- "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": "Tax Withholding Category",
- "length": 0,
- "no_copy": 0,
- "options": "Tax Withholding Category",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
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- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "tax_withholding_category",
+ "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": "Tax Withholding Category",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Tax Withholding Category",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
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- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "default": "0",
- "fieldname": "is_internal_supplier",
- "fieldtype": "Check",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Is Internal Supplier",
- "length": 0,
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- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "0",
+ "fieldname": "is_internal_supplier",
+ "fieldtype": "Check",
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+ "ignore_xss_filter": 0,
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+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Is Internal Supplier",
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+ "no_copy": 0,
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+ "precision": "",
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+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
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- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
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- "in_filter": 0,
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+ "allow_bulk_edit": 0,
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+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "is_internal_supplier",
+ "fieldname": "represents_company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 1,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
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+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Represents Company",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company",
+ "permlevel": 0,
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+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 1
- },
+ },
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- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "image",
- "fieldtype": "Attach Image",
- "hidden": 1,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
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- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "image",
+ "fieldtype": "Attach Image",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Image",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "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
- },
+ },
{
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- "allow_in_quick_entry": 0,
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- "bold": 0,
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- "columns": 0,
- "fieldname": "column_break0",
- "fieldtype": "Column Break",
- "hidden": 0,
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- "search_index": 0,
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- "translatable": 0,
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+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break0",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
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+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
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+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0,
"width": "50%"
- },
+ },
{
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- "allow_in_quick_entry": 0,
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\ No newline at end of file
diff --git a/erpnext/buying/doctype/supplier/supplier_dashboard.py b/erpnext/buying/doctype/supplier/supplier_dashboard.py
index 4f01f58..f971776 100644
--- a/erpnext/buying/doctype/supplier/supplier_dashboard.py
+++ b/erpnext/buying/doctype/supplier/supplier_dashboard.py
@@ -13,6 +13,10 @@
{
'label': _('Orders'),
'items': ['Purchase Order', 'Purchase Receipt', 'Purchase Invoice']
+ },
+ {
+ 'label': _('Pricing'),
+ 'items': ['Pricing Rule']
}
]
}
\ No newline at end of file
diff --git a/erpnext/crm/doctype/lead/lead.json b/erpnext/crm/doctype/lead/lead.json
index ba82bda..4070091 100644
--- a/erpnext/crm/doctype/lead/lead.json
+++ b/erpnext/crm/doctype/lead/lead.json
@@ -1,1459 +1,1524 @@
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- },
+ },
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+ "allow_bulk_edit": 0,
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+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "blog_subscriber",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Blog Subscriber",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ "reqd": 0,
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+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "icon": "fa fa-user",
- "idx": 5,
- "image_field": "image",
- "image_view": 0,
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- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2018-08-29 06:27:00.582023",
- "modified_by": "Administrator",
- "module": "CRM",
- "name": "Lead",
- "name_case": "Title Case",
- "owner": "Administrator",
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "icon": "fa fa-user",
+ "idx": 5,
+ "image_field": "image",
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-10-02 09:12:23.415379",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Lead",
+ "name_case": "Title Case",
+ "owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "cancel": 0,
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- "delete": 0,
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- "role": "All",
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+ },
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+ "role": "Sales User",
+ "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,
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- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Sales Manager",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
+ "amend": 0,
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+ "report": 1,
+ "role": "Sales Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
"write": 1
- },
+ },
{
- "amend": 0,
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- "if_owner": 0,
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+ "set_user_permissions": 0,
+ "share": 1,
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- },
+ },
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- "share": 0,
- "submit": 0,
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+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
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+ "role": "Sales User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 0,
- "search_fields": "lead_name,lead_owner,status",
- "show_name_in_global_search": 1,
- "sort_field": "modified",
- "sort_order": "DESC",
- "title_field": "lead_name",
- "track_changes": 0,
- "track_seen": 0,
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "search_fields": "lead_name,lead_owner,status",
+ "show_name_in_global_search": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "lead_name",
+ "track_changes": 0,
+ "track_seen": 0,
"track_views": 0
}
\ No newline at end of file
diff --git a/erpnext/selling/report/lead_details/__init__.py b/erpnext/crm/doctype/market_segment/__init__.py
similarity index 100%
copy from erpnext/selling/report/lead_details/__init__.py
copy to erpnext/crm/doctype/market_segment/__init__.py
diff --git a/erpnext/crm/doctype/market_segment/market_segment.js b/erpnext/crm/doctype/market_segment/market_segment.js
new file mode 100644
index 0000000..94ffdee
--- /dev/null
+++ b/erpnext/crm/doctype/market_segment/market_segment.js
@@ -0,0 +1,8 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Market Segment', {
+ refresh: function(frm) {
+
+ }
+});
diff --git a/erpnext/crm/doctype/market_segment/market_segment.json b/erpnext/crm/doctype/market_segment/market_segment.json
new file mode 100644
index 0000000..66cca0e
--- /dev/null
+++ b/erpnext/crm/doctype/market_segment/market_segment.json
@@ -0,0 +1,96 @@
+{
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "field:market_segment",
+ "beta": 0,
+ "creation": "2018-10-01 09:59:14.479509",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "market_segment",
+ "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": "Market Segment",
+ "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": "2018-10-01 09:59:14.479509",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Market Segment",
+ "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": "Sales Manager",
+ "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": "DESC",
+ "track_changes": 1,
+ "track_seen": 0,
+ "track_views": 0
+}
\ No newline at end of file
diff --git a/erpnext/crm/doctype/market_segment/market_segment.py b/erpnext/crm/doctype/market_segment/market_segment.py
new file mode 100644
index 0000000..830ea69
--- /dev/null
+++ b/erpnext/crm/doctype/market_segment/market_segment.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, 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 MarketSegment(Document):
+ pass
diff --git a/erpnext/crm/doctype/market_segment/test_market_segment.js b/erpnext/crm/doctype/market_segment/test_market_segment.js
new file mode 100644
index 0000000..aa4b868
--- /dev/null
+++ b/erpnext/crm/doctype/market_segment/test_market_segment.js
@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Market Segment", function (assert) {
+ let done = assert.async();
+
+ // number of asserts
+ assert.expect(1);
+
+ frappe.run_serially([
+ // insert a new Market Segment
+ () => frappe.tests.make('Market Segment', [
+ // values to be set
+ {key: 'value'}
+ ]),
+ () => {
+ assert.equal(cur_frm.doc.key, 'value');
+ },
+ () => done()
+ ]);
+
+});
diff --git a/erpnext/crm/doctype/market_segment/test_market_segment.py b/erpnext/crm/doctype/market_segment/test_market_segment.py
new file mode 100644
index 0000000..2f9ed34
--- /dev/null
+++ b/erpnext/crm/doctype/market_segment/test_market_segment.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestMarketSegment(unittest.TestCase):
+ pass
diff --git a/erpnext/crm/doctype/opportunity/opportunity.js b/erpnext/crm/doctype/opportunity/opportunity.js
index a9b1813..abe560b 100644
--- a/erpnext/crm/doctype/opportunity/opportunity.js
+++ b/erpnext/crm/doctype/opportunity/opportunity.js
@@ -107,6 +107,8 @@
if(!this.frm.doc.company && frappe.defaults.get_user_default("Company"))
set_multiple(this.frm.doc.doctype, this.frm.doc.name,
{ company:frappe.defaults.get_user_default("Company") });
+ if(!this.frm.doc.currency)
+ set_multiple(this.frm.doc.doctype, this.frm.doc.name, { currency:frappe.defaults.get_user_default("Currency") });
this.setup_queries();
},
diff --git a/erpnext/crm/doctype/opportunity/opportunity.json b/erpnext/crm/doctype/opportunity/opportunity.json
index 0ce80bb..fc86842 100644
--- a/erpnext/crm/doctype/opportunity/opportunity.json
+++ b/erpnext/crm/doctype/opportunity/opportunity.json
@@ -1,1324 +1,1520 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 0,
- "autoname": "naming_series:",
- "beta": 0,
- "creation": "2013-03-07 18:50:30",
- "custom": 0,
- "description": "Potential Sales Deal",
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Document",
- "editable_grid": 1,
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "naming_series:",
+ "beta": 0,
+ "creation": "2013-03-07 18:50:30",
+ "custom": 0,
+ "description": "Potential Sales Deal",
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Document",
+ "editable_grid": 1,
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
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+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval: doc.source==\"Campaign\"",
+ "description": "Enter name of campaign if source of enquiry is campaign",
+ "fieldname": "campaign",
+ "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": "Campaign",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldname": "campaign",
+ "oldfieldtype": "Link",
+ "options": "Campaign",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break1",
+ "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,
+ "oldfieldtype": "Column Break",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0,
"width": "50%"
- },
+ },
{
- "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": 0,
- "in_standard_filter": 0,
- "label": "Company",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "company",
- "oldfieldtype": "Link",
- "options": "Company",
- "permlevel": 0,
- "print_hide": 1,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 1,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 1,
- "set_only_once": 0,
- "translatable": 0,
+ "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": 0,
+ "in_standard_filter": 0,
+ "label": "Company",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldname": "company",
+ "oldfieldtype": "Link",
+ "options": "Company",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 1,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 1,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "default": "Today",
- "fieldname": "transaction_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": "Opportunity Date",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "transaction_date",
- "oldfieldtype": "Date",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "Today",
+ "fieldname": "transaction_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": "Opportunity Date",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldname": "transaction_date",
+ "oldfieldtype": "Date",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0,
"width": "50px"
- },
+ },
{
- "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": 1,
- "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,
- "oldfieldname": "amended_from",
- "oldfieldtype": "Data",
- "options": "Opportunity",
- "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,
+ "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": 1,
+ "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,
+ "oldfieldname": "amended_from",
+ "oldfieldtype": "Data",
+ "options": "Opportunity",
+ "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,
"width": "150px"
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "icon": "fa fa-info-sign",
- "idx": 195,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2018-08-29 06:31:05.638516",
- "modified_by": "Administrator",
- "module": "CRM",
- "name": "Opportunity",
- "owner": "Administrator",
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "icon": "fa fa-info-sign",
+ "idx": 195,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-10-01 09:28:43.990999",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Opportunity",
+ "owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "cancel": 0,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Sales User",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Sales User",
+ "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": 1,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Sales Manager",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 1,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Sales Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
"write": 1
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 0,
- "search_fields": "status,transaction_date,customer,lead,opportunity_type,territory,company",
- "show_name_in_global_search": 1,
- "sort_field": "modified",
- "sort_order": "DESC",
- "timeline_field": "customer",
- "title_field": "title",
- "track_changes": 0,
- "track_seen": 1,
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "search_fields": "status,transaction_date,customer,lead,opportunity_type,territory,company",
+ "show_name_in_global_search": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "timeline_field": "customer",
+ "title_field": "title",
+ "track_changes": 0,
+ "track_seen": 1,
"track_views": 0
}
\ No newline at end of file
diff --git a/erpnext/selling/report/lead_details/__init__.py b/erpnext/crm/doctype/sales_stage/__init__.py
similarity index 100%
copy from erpnext/selling/report/lead_details/__init__.py
copy to erpnext/crm/doctype/sales_stage/__init__.py
diff --git a/erpnext/crm/doctype/sales_stage/sales_stage.js b/erpnext/crm/doctype/sales_stage/sales_stage.js
new file mode 100644
index 0000000..0447f78
--- /dev/null
+++ b/erpnext/crm/doctype/sales_stage/sales_stage.js
@@ -0,0 +1,8 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Sales Stage', {
+ refresh: function(frm) {
+
+ }
+});
diff --git a/erpnext/crm/doctype/sales_stage/sales_stage.json b/erpnext/crm/doctype/sales_stage/sales_stage.json
new file mode 100644
index 0000000..4374bb5
--- /dev/null
+++ b/erpnext/crm/doctype/sales_stage/sales_stage.json
@@ -0,0 +1,96 @@
+{
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "field:stage_name",
+ "beta": 0,
+ "creation": "2018-10-01 09:28:16.399518",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "stage_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": "Stage Name",
+ "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": "2018-10-01 09:29:43.230378",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Sales Stage",
+ "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": "Sales Manager",
+ "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": "DESC",
+ "track_changes": 1,
+ "track_seen": 0,
+ "track_views": 0
+}
\ No newline at end of file
diff --git a/erpnext/crm/doctype/sales_stage/sales_stage.py b/erpnext/crm/doctype/sales_stage/sales_stage.py
new file mode 100644
index 0000000..a80f4cc
--- /dev/null
+++ b/erpnext/crm/doctype/sales_stage/sales_stage.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, 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 SalesStage(Document):
+ pass
diff --git a/erpnext/crm/doctype/sales_stage/test_sales_stage.js b/erpnext/crm/doctype/sales_stage/test_sales_stage.js
new file mode 100644
index 0000000..807af1f
--- /dev/null
+++ b/erpnext/crm/doctype/sales_stage/test_sales_stage.js
@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Sales Stage", function (assert) {
+ let done = assert.async();
+
+ // number of asserts
+ assert.expect(1);
+
+ frappe.run_serially([
+ // insert a new Sales Stage
+ () => frappe.tests.make('Sales Stage', [
+ // values to be set
+ {key: 'value'}
+ ]),
+ () => {
+ assert.equal(cur_frm.doc.key, 'value');
+ },
+ () => done()
+ ]);
+
+});
diff --git a/erpnext/crm/doctype/sales_stage/test_sales_stage.py b/erpnext/crm/doctype/sales_stage/test_sales_stage.py
new file mode 100644
index 0000000..80b6513
--- /dev/null
+++ b/erpnext/crm/doctype/sales_stage/test_sales_stage.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestSalesStage(unittest.TestCase):
+ pass
diff --git a/erpnext/selling/report/lead_details/__init__.py b/erpnext/crm/report/lead_details/__init__.py
similarity index 100%
rename from erpnext/selling/report/lead_details/__init__.py
rename to erpnext/crm/report/lead_details/__init__.py
diff --git a/erpnext/selling/report/lead_details/lead_details.json b/erpnext/crm/report/lead_details/lead_details.json
similarity index 71%
rename from erpnext/selling/report/lead_details/lead_details.json
rename to erpnext/crm/report/lead_details/lead_details.json
index 432180d..17800fd 100644
--- a/erpnext/selling/report/lead_details/lead_details.json
+++ b/erpnext/crm/report/lead_details/lead_details.json
@@ -1,18 +1,18 @@
{
"add_total_row": 0,
- "apply_user_permissions": 1,
"creation": "2013-10-22 11:58:16",
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 3,
"is_standard": "Yes",
- "modified": "2017-02-24 20:20:28.725080",
+ "modified": "2018-09-26 18:59:46.520731",
"modified_by": "Administrator",
- "module": "Selling",
+ "module": "CRM",
"name": "Lead Details",
"owner": "Administrator",
- "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 `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)\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",
+ "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)\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",
diff --git a/erpnext/hooks.py b/erpnext/hooks.py
index def1170..0931554 100644
--- a/erpnext/hooks.py
+++ b/erpnext/hooks.py
@@ -25,6 +25,7 @@
doctype_js = {
"Communication": "public/js/communication.js",
+ "Event": "public/js/event.js"
}
welcome_email = "erpnext.setup.utils.welcome_email"
diff --git a/erpnext/hr/doctype/employee/employee.json b/erpnext/hr/doctype/employee/employee.json
index 7956acb..f6948c1 100644
--- a/erpnext/hr/doctype/employee/employee.json
+++ b/erpnext/hr/doctype/employee/employee.json
@@ -1,3156 +1,3157 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 1,
- "autoname": "naming_series:",
- "beta": 0,
- "creation": "2013-03-07 09:04:18",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Setup",
- "editable_grid": 1,
+ "allow_copy": 0,
+ "allow_events_in_timeline": 1,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "naming_series:",
+ "beta": 0,
+ "creation": "2013-03-07 09:04:18",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Setup",
+ "editable_grid": 1,
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
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- "modified_by": "Administrator",
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- "name_case": "Title Case",
- "owner": "Administrator",
+ ],
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+ "owner": "Administrator",
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- "sort_field": "modified",
- "sort_order": "DESC",
- "title_field": "employee_name",
- "track_changes": 1,
- "track_seen": 0,
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "search_fields": "employee_name",
+ "show_name_in_global_search": 1,
+ "sort_field": "modified",
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+ "title_field": "employee_name",
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}
\ No newline at end of file
diff --git a/erpnext/patches.txt b/erpnext/patches.txt
index 8c18d14..24e0aee 100644
--- a/erpnext/patches.txt
+++ b/erpnext/patches.txt
@@ -566,3 +566,6 @@
erpnext.patches.v10_0.delete_hub_documents # 12-08-2018
erpnext.patches.v11_0.rename_healthcare_fields
erpnext.patches.v11_0.remove_land_unit_icon
+erpnext.patches.v11_0.add_default_dispatch_notification_template
+erpnext.patches.v11_0.add_market_segments
+erpnext.patches.v11_0.add_sales_stages
diff --git a/erpnext/patches/v11_0/add_default_dispatch_notification_template.py b/erpnext/patches/v11_0/add_default_dispatch_notification_template.py
new file mode 100644
index 0000000..08006ad
--- /dev/null
+++ b/erpnext/patches/v11_0/add_default_dispatch_notification_template.py
@@ -0,0 +1,25 @@
+import os
+
+import frappe
+from frappe import _
+
+
+def execute():
+ frappe.reload_doc("email", "doctype", "email_template")
+ frappe.reload_doc("stock", "doctype", "delivery_settings")
+
+ if not frappe.db.exists("Email Template", _("Dispatch Notification")):
+ base_path = frappe.get_app_path("erpnext", "stock", "doctype")
+ response = frappe.read_file(os.path.join(base_path, "delivery_trip/dispatch_notification_template.html"))
+
+ frappe.get_doc({
+ "doctype": "Email Template",
+ "name": _("Dispatch Notification"),
+ "response": response,
+ "subject": _("Your order is out for delivery!"),
+ "owner": frappe.session.user,
+ }).insert(ignore_permissions=True)
+
+ delivery_settings = frappe.get_doc("Delivery Settings")
+ delivery_settings.dispatch_template = _("Dispatch Notification")
+ delivery_settings.save()
diff --git a/erpnext/patches/v11_0/add_market_segments.py b/erpnext/patches/v11_0/add_market_segments.py
new file mode 100644
index 0000000..0e7a23a
--- /dev/null
+++ b/erpnext/patches/v11_0/add_market_segments.py
@@ -0,0 +1,11 @@
+
+import frappe
+from frappe import _
+from erpnext.setup.setup_wizard.operations.install_fixtures import add_market_segments
+
+def execute():
+ frappe.reload_doc('crm', 'doctype', 'market_segment')
+
+ frappe.local.lang = frappe.db.get_default("lang") or 'en'
+
+ add_market_segments()
\ No newline at end of file
diff --git a/erpnext/patches/v11_0/add_sales_stages.py b/erpnext/patches/v11_0/add_sales_stages.py
new file mode 100644
index 0000000..69182c2
--- /dev/null
+++ b/erpnext/patches/v11_0/add_sales_stages.py
@@ -0,0 +1,10 @@
+import frappe
+from frappe import _
+from erpnext.setup.setup_wizard.operations.install_fixtures import add_sale_stages
+
+def execute():
+ frappe.reload_doc('crm', 'doctype', 'sales_stage')
+
+ frappe.local.lang = frappe.db.get_default("lang") or 'en'
+
+ add_sale_stages()
\ No newline at end of file
diff --git a/erpnext/public/images/erp-icon.svg b/erpnext/public/images/erp-icon.svg
index 387e94d..6bec40c 100644
--- a/erpnext/public/images/erp-icon.svg
+++ b/erpnext/public/images/erp-icon.svg
@@ -1,80 +1,21 @@
-<?xml version="1.0" encoding="UTF-8" standalone="no"?>
-<svg
- xmlns:dc="http://purl.org/dc/elements/1.1/"
- xmlns:cc="http://creativecommons.org/ns#"
- xmlns:rdf="http://www.w3.org/1999/02/22-rdf-syntax-ns#"
- xmlns:svg="http://www.w3.org/2000/svg"
- xmlns="http://www.w3.org/2000/svg"
- xml:space="preserve"
- enable-background="new 0 0 512 512"
- viewBox="0 0 512 512"
- height="512px"
- width="512px"
- y="0px"
- x="0px"
- id="Layer_1"
- version="1.1"><metadata
- id="metadata45"><rdf:RDF><cc:Work
- rdf:about=""><dc:format>image/svg+xml</dc:format><dc:type
- rdf:resource="http://purl.org/dc/dcmitype/StillImage" /><dc:title></dc:title><cc:license
- rdf:resource="http://creativecommons.org/licenses/by-sa/4.0/" /></cc:Work><cc:License
- rdf:about="http://creativecommons.org/licenses/by-sa/4.0/"><cc:permits
- rdf:resource="http://creativecommons.org/ns#Reproduction" /><cc:permits
- rdf:resource="http://creativecommons.org/ns#Distribution" /><cc:requires
- rdf:resource="http://creativecommons.org/ns#Notice" /><cc:requires
- rdf:resource="http://creativecommons.org/ns#Attribution" /><cc:permits
- rdf:resource="http://creativecommons.org/ns#DerivativeWorks" /><cc:requires
- rdf:resource="http://creativecommons.org/ns#ShareAlike" /></cc:License></rdf:RDF></metadata><defs
- id="defs43" /><g
- id="g8"><path
- id="path6"
- d="M150.483,371.684V141.15c0-15.167,9.534-25.133,23.833-25.133h162.5c13.866,0,20.8,6.933,20.8,18.633v2.6 c0,12.133-6.934,18.633-20.8,18.633h-141.7v78.434h109.634c14.3,0,20.8,6.066,20.8,17.767v1.3c0,12.133-6.934,18.633-20.8,18.633 H195.117v84.934h144.3c13.867,0,20.367,6.066,20.367,17.767v2.167c0,12.566-6.5,19.5-20.367,19.5h-165.1 C160.017,396.384,150.483,386.851,150.483,371.684z"
- fill="#FFFFFF" /></g><g
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- style="stroke-width:0.64453214"
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- d="m 1501.1846,130.70348 h 60.8542 c 7.329,0 13.2292,5.9002 13.2292,13.22916 v 60.85419 c 0,7.32896 -5.9002,13.22917 -13.2292,13.22917 h -60.8542 c -7.3289,0 -13.2292,-5.90021 -13.2292,-13.22917 v -60.85419 c 0,-7.32896 5.9003,-13.22916 13.2292,-13.22916 z"
- id="path1414-3-4" /></g></g><g
- id="g1420-0-4"
- transform="matrix(1.0131472,0,0,1.0131472,-144.01349,-2.2905938)"
- style="stroke-width:0.63616848" /></g><path
- id="circle1424-7-6"
- transform="matrix(0.26458333,0,0,0.26458333,1646.1645,569.35379)"
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- clip-path="none"
- style="opacity:1;vector-effect:none;fill:#6564f9;fill-opacity:1;stroke:none;stroke-width:9.66797638;stroke-linecap:butt;stroke-linejoin:miter;stroke-miterlimit:4;stroke-dasharray:none;stroke-dashoffset:0;stroke-opacity:1;paint-order:normal" /><g
- style="fill:#4a15c6;fill-opacity:1;stroke-width:0.64453173"
- transform="translate(2.8144523,0.84784259)"
- id="g1434-8-0" /><g
- style="stroke-width:0.64453173"
- id="g1444-6-7"
- transform="translate(3.8727857,-0.32524952)"><path
- style="opacity:1;vector-effect:none;fill:#ffffff;fill-opacity:1;stroke:none;stroke-width:9.66797638;stroke-linecap:butt;stroke-linejoin:miter;stroke-miterlimit:4;stroke-dasharray:none;stroke-dashoffset:0;stroke-opacity:1;paint-order:normal"
- d="m 3738.9473,951.78516 c -1.0388,0 -2.0511,0.10552 -3.0293,0.30468 -0.9783,0.19916 -1.9225,0.49258 -2.8203,0.8711 -0.449,0.18926 -0.8854,0.40047 -1.3106,0.63086 -0.8503,0.46076 -1.6504,1.00091 -2.3906,1.61132 -3.3312,2.74687 -5.4492,6.90766 -5.4492,11.58204 v 0.91406 133.17378 0.9122 c 0,8.31 6.69,15 15,15 h 104.9082 c 8.31,0 15,-6.69 15,-15 v -0.9122 c 0,-8.31 -6.69,-15 -15,-15 h -88.9942 v -37.3613 h 66.1699 c 8.31,0 15,-6.69 15,-15 v -0.9121 c 0,-8.31 -6.69,-15 -15,-15 h -66.1699 v -34.90038 h 88.9942 c 8.31,0 15,-6.69 15,-15 v -0.91406 c 0,-8.31 -6.69,-15 -15,-15 z"
- transform="matrix(0.26458334,0,0,0.26458334,682.80626,339.68051)"
- id="rect1436-8-4" /></g></g></svg>
\ No newline at end of file
+<?xml version="1.0" encoding="UTF-8"?>
+<svg width="88px" height="88px" viewBox="0 0 88 88" version="1.1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">
+ <!-- Generator: Sketch 44.1 (41455) - http://www.bohemiancoding.com/sketch -->
+ <title>erpnext-logo</title>
+ <desc>Created with Sketch.</desc>
+ <defs></defs>
+ <g id="Page-1" stroke="none" stroke-width="1" fill="none" fill-rule="evenodd">
+ <g id="erpnext-logo" transform="translate(-2.000000, -2.000000)" fill-rule="nonzero">
+ <g id="g1422-7-2" transform="translate(0.025630, 0.428785)" fill="#5E64FF">
+ <g id="g1418-4-6" transform="translate(0.268998, 0.867736)">
+ <g id="g1416-4-9" transform="translate(0.749997, 0.000000)">
+ <path d="M14.1845844,0.703479866 L75.0387175,0.703479866 C82.3677094,0.703479866 88.2679029,6.60367875 88.2679029,13.9326374 L88.2679029,74.7868158 C88.2679029,82.1157744 82.3677094,88.0159833 75.0387175,88.0159833 L14.1845844,88.0159833 C6.85569246,88.0159833 0.955398949,82.1157744 0.955398949,74.7868158 L0.955398949,13.9326374 C0.955398949,6.60367875 6.85569246,0.703479866 14.1845844,0.703479866 L14.1845844,0.703479866 Z" id="path1414-3-4"></path>
+ </g>
+ </g>
+ </g>
+ <g id="g1444-6-7" transform="translate(27.708247, 23.320960)" fill="#FFFFFF">
+ <path d="M4.06942472,0.507006595 C3.79457554,0.507006595 3.52673783,0.534925429 3.26792241,0.587619847 C3.00908052,0.640314265 2.75926093,0.717948309 2.52171801,0.818098395 C2.40292009,0.868173438 2.28745592,0.924056085 2.17495509,0.985013441 C1.94997987,1.10692286 1.73828674,1.24983755 1.54244215,1.41134187 C0.661062132,2.13811791 0.100674618,3.23899362 0.100674618,4.4757567 L0.100674618,4.71760174 L0.100674618,39.9531653 L0.100674618,40.1945182 C0.100674618,42.3932057 1.87073716,44.1632683 4.06942472,44.1632683 L31.8263867,44.1632683 C34.0250742,44.1632683 35.7951368,42.3932057 35.7951368,40.1945182 L35.7951368,39.9531653 C35.7951368,37.7544777 34.0250742,35.9844152 31.8263867,35.9844152 L8.28000399,35.9844152 L8.28000399,26.0992376 L25.7874571,26.0992376 C27.9861447,26.0992376 29.7562072,24.3291751 29.7562072,22.1304875 L29.7562072,21.8891611 C29.7562072,19.6904735 27.9861447,17.920411 25.7874571,17.920411 L8.28000399,17.920411 L8.28000399,8.68635184 L31.8263867,8.68635184 C34.0250742,8.68635184 35.7951368,6.9162893 35.7951368,4.71760174 L35.7951368,4.4757567 C35.7951368,2.27706914 34.0250742,0.507006595 31.8263867,0.507006595 L4.06942472,0.507006595 Z" id="rect1436-8-4"></path>
+ </g>
+ </g>
+ </g>
+</svg>
\ No newline at end of file
diff --git a/erpnext/public/js/controllers/transaction.js b/erpnext/public/js/controllers/transaction.js
index 3b6f169..a27161f 100644
--- a/erpnext/public/js/controllers/transaction.js
+++ b/erpnext/public/js/controllers/transaction.js
@@ -211,8 +211,8 @@
},
make_payment_request: function() {
- const me = this;
- const payment_request_type = (in_list(['Sales Order', 'Sales Invoice'], me.frm.doc.doctype))
+ var me = this;
+ const payment_request_type = (in_list(['Sales Order', 'Sales Invoice'], this.frm.doc.doctype))
? "Inward" : "Outward";
frappe.call({
diff --git a/erpnext/public/js/event.js b/erpnext/public/js/event.js
new file mode 100644
index 0000000..665c8fb
--- /dev/null
+++ b/erpnext/public/js/event.js
@@ -0,0 +1,35 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+// MIT License. See license.txt
+frappe.provide("frappe.desk");
+
+frappe.ui.form.on("Event", {
+ refresh: function(frm) {
+ frm.set_query('reference_doctype', "event_participants", function() {
+ return {
+ "filters": {
+ "name": ["in", ["Contact", "Lead", "Customer", "Supplier", "Employee", "Sales Partner"]]
+ }
+ };
+ });
+
+ frm.add_custom_button(__('Add Leads'), function() {
+ new frappe.desk.eventParticipants(frm, "Lead");
+ }, __("Add Participants"));
+
+ frm.add_custom_button(__('Add Customers'), function() {
+ new frappe.desk.eventParticipants(frm, "Customer");
+ }, __("Add Participants"));
+
+ frm.add_custom_button(__('Add Suppliers'), function() {
+ new frappe.desk.eventParticipants(frm, "Supplier");
+ }, __("Add Participants"));
+
+ frm.add_custom_button(__('Add Employees'), function() {
+ new frappe.desk.eventParticipants(frm, "Employee");
+ }, __("Add Participants"));
+
+ frm.add_custom_button(__('Add Sales Partners'), function() {
+ new frappe.desk.eventParticipants(frm, "Sales Partners");
+ }, __("Add Participants"));
+ }
+});
diff --git a/erpnext/public/js/hub/components/CommentInput.vue b/erpnext/public/js/hub/components/CommentInput.vue
index cc430d0..31562c7 100644
--- a/erpnext/public/js/hub/components/CommentInput.vue
+++ b/erpnext/public/js/hub/components/CommentInput.vue
@@ -18,18 +18,19 @@
},
methods: {
make_input() {
- this.message_input = new frappe.ui.CommentArea({
+ this.message_input = frappe.ui.form.make_control({
parent: this.$refs['comment-input'],
on_submit: (message) => {
this.message_input.reset();
this.$emit('change', message);
},
+ only_input: true,
no_wrapper: true
});
},
submit_input() {
if (!this.message_input) return;
- const value = this.message_input.val();
+ const value = this.message_input.get_value();
if (!value) return;
this.message_input.submit();
}
diff --git a/erpnext/public/js/hub/components/ReviewArea.vue b/erpnext/public/js/hub/components/ReviewArea.vue
index 159fdd1..51b9ab1 100644
--- a/erpnext/public/js/hub/components/ReviewArea.vue
+++ b/erpnext/public/js/hub/components/ReviewArea.vue
@@ -1,6 +1,44 @@
<template>
<div>
- <div ref="review-area" class="timeline-head"></div>
+ <div class="timeline-head">
+ <div class="comment-input-wrapper">
+ <div class="comment-input-header">
+ <span class="text-muted">{{ __('Add your review') }}</span>
+ <div class="btn btn-default btn-xs pull-right"
+ @click="on_submit_review"
+ :disabled="!(user_review.rating && user_review.subject)"
+ >
+ {{ __('Submit Review') }}
+ </div>
+ </div>
+ <div class="comment-input-container">
+ <div class="rating-area text-muted">
+ <span>{{ __('Your rating:') }}</span>
+ <div
+ v-for="i in [1, 2, 3, 4, 5]"
+ :key="i"
+ :class="['fa fa-fw', user_review.rating < i ? 'fa-star-o' : 'fa-star']"
+ :data-index="i"
+ @click="set_rating(i)"
+ >
+ </div>
+ </div>
+ <div class="comment-input-body margin-top" v-show="user_review.rating">
+ <input
+ type="text"
+ placeholder="Subject"
+ class="form-control margin-bottom"
+ style="border-color: #ebeff2"
+ v-model="user_review.subject"
+ >
+ <div ref="review-content"></div>
+ <div>
+ <span class="text-muted text-small">{{ __('Ctrl+Enter to submit') }}</span>
+ </div>
+ </div>
+ </div>
+ </div>
+ </div>
<div class="timeline-items">
<review-timeline-item v-for="review in reviews"
:key="review.user"
@@ -22,6 +60,11 @@
props: ['hub_item_name'],
data() {
return {
+ user_review: {
+ rating: 0,
+ subject: '',
+ content: ''
+ },
reviews: []
}
},
@@ -35,6 +78,10 @@
this.make_input();
},
methods: {
+ set_rating(i) {
+ this.user_review.rating = i;
+ },
+
when(datetime) {
return comment_when(datetime);
},
@@ -48,21 +95,37 @@
},
make_input() {
- this.review_area = new frappe.ui.ReviewArea({
- parent: this.$refs['review-area'],
- mentions: [],
- on_submit: this.on_submit_review.bind(this)
+ this.review_content = frappe.ui.form.make_control({
+ parent: this.$refs['review-content'],
+ on_submit: this.on_submit_review.bind(this),
+ no_wrapper: true,
+ only_input: true,
+ render_input: true,
+ df: {
+ fieldtype: 'Comment',
+ fieldname: 'comment'
+ }
});
},
- on_submit_review(values) {
- this.review_area.reset();
+ on_submit_review() {
+ const review = Object.assign({}, this.user_review, {
+ content: this.review_content.get_value()
+ });
hub.call('add_item_review', {
hub_item_name: this.hub_item_name,
- review: JSON.stringify(values)
+ review: JSON.stringify(review)
})
.then(this.push_review.bind(this));
+
+ this.reset_user_review();
+ },
+
+ reset_user_review() {
+ this.user_review.rating = 0;
+ this.user_review.subject = '';
+ this.review_content.set_value('');
},
push_review(review){
@@ -70,4 +133,4 @@
}
}
}
-</script>
+</script>
\ No newline at end of file
diff --git a/erpnext/public/js/utils.js b/erpnext/public/js/utils.js
index 8246790..baee68e 100644
--- a/erpnext/public/js/utils.js
+++ b/erpnext/public/js/utils.js
@@ -173,6 +173,20 @@
})
},
+ make_pricing_rule: function(doctype, docname) {
+ frappe.call({
+ method: "erpnext.accounts.doctype.pricing_rule.pricing_rule.make_pricing_rule",
+ args: {
+ doctype: doctype,
+ docname: docname
+ },
+ callback: function(r) {
+ var doclist = frappe.model.sync(r.message);
+ frappe.set_route("Form", doclist[0].doctype, doclist[0].name);
+ }
+ })
+ },
+
/**
* Checks if the first row of a given child table is empty
* @param child_table - Child table Doctype
diff --git a/erpnext/selling/doctype/customer/customer.js b/erpnext/selling/doctype/customer/customer.js
index fe3bedf..d687c85 100644
--- a/erpnext/selling/doctype/customer/customer.js
+++ b/erpnext/selling/doctype/customer/customer.js
@@ -106,6 +106,10 @@
frappe.set_route('query-report', 'Accounts Receivable', {customer:frm.doc.name});
});
+ frm.add_custom_button(__('Pricing Rule'), function () {
+ erpnext.utils.make_pricing_rule(frm.doc.doctype, frm.doc.name);
+ }, __("Make"));
+
// indicator
erpnext.utils.set_party_dashboard_indicators(frm);
diff --git a/erpnext/selling/doctype/customer/customer.json b/erpnext/selling/doctype/customer/customer.json
index 2a0a176..608c0e9 100644
--- a/erpnext/selling/doctype/customer/customer.json
+++ b/erpnext/selling/doctype/customer/customer.json
@@ -1,1967 +1,2065 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 1,
- "autoname": "naming_series:",
- "beta": 0,
- "creation": "2013-06-11 14:26:44",
- "custom": 0,
- "description": "Buyer of Goods and Services.",
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Setup",
- "editable_grid": 0,
- "engine": "InnoDB",
+ "allow_copy": 0,
+ "allow_events_in_timeline": 1,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "naming_series:",
+ "beta": 0,
+ "creation": "2013-06-11 14:26:44",
+ "custom": 0,
+ "description": "Buyer of Goods and Services.",
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Setup",
+ "editable_grid": 0,
+ "engine": "InnoDB",
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "basic_info",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Name and Type",
- "length": 0,
- "no_copy": 0,
- "oldfieldtype": "Section Break",
- "options": "fa fa-user",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "basic_info",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Name and Type",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldtype": "Section Break",
+ "options": "fa fa-user",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "default": "",
- "fieldname": "naming_series",
- "fieldtype": "Select",
- "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": "Series",
- "length": 0,
- "no_copy": 1,
- "options": "CUST-.YYYY.-",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 1,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "",
+ "fieldname": "naming_series",
+ "fieldtype": "Select",
+ "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": "Series",
+ "length": 0,
+ "no_copy": 1,
+ "options": "CUST-.YYYY.-",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
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+ },
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"unique": 0
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "icon": "fa fa-user",
- "idx": 363,
- "image_field": "image",
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2018-08-29 06:26:02.197750",
- "modified_by": "Administrator",
- "module": "Selling",
- "name": "Customer",
- "name_case": "Title Case",
- "owner": "Administrator",
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "icon": "fa fa-user",
+ "idx": 363,
+ "image_field": "image",
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-10-01 10:07:34.510264",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "Customer",
+ "name_case": "Title Case",
+ "owner": "Administrator",
"permissions": [
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+ },
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+ },
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+ },
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+ "set_user_permissions": 0,
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+ "submit": 0,
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+ },
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+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
- },
+ },
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+ "role": "Accounts Manager",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 0
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- ],
- "quick_entry": 1,
- "read_only": 0,
- "read_only_onload": 0,
- "search_fields": "customer_name,customer_group,territory, mobile_no,primary_address",
- "show_name_in_global_search": 1,
- "sort_order": "ASC",
- "title_field": "customer_name",
- "track_changes": 1,
- "track_seen": 0,
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "search_fields": "customer_name,customer_group,territory, mobile_no,primary_address",
+ "show_name_in_global_search": 1,
+ "sort_order": "ASC",
+ "title_field": "customer_name",
+ "track_changes": 1,
+ "track_seen": 0,
"track_views": 0
}
\ No newline at end of file
diff --git a/erpnext/selling/doctype/customer/customer_dashboard.py b/erpnext/selling/doctype/customer/customer_dashboard.py
index 681b04a..9b905f8 100644
--- a/erpnext/selling/doctype/customer/customer_dashboard.py
+++ b/erpnext/selling/doctype/customer/customer_dashboard.py
@@ -21,6 +21,10 @@
{
'label': _('Projects'),
'items': ['Project']
+ },
+ {
+ 'label': _('Pricing'),
+ 'items': ['Pricing Rule']
}
]
}
\ No newline at end of file
diff --git a/erpnext/selling/page/sales_funnel/sales_funnel.js b/erpnext/selling/page/sales_funnel/sales_funnel.js
index e37e88d..f2e972a 100644
--- a/erpnext/selling/page/sales_funnel/sales_funnel.js
+++ b/erpnext/selling/page/sales_funnel/sales_funnel.js
@@ -13,23 +13,34 @@
frappe.breadcrumbs.add("Selling");
}
-erpnext.SalesFunnel = Class.extend({
- init: function(wrapper) {
+erpnext.SalesFunnel = class SalesFunnel {
+ constructor(wrapper) {
var me = this;
// 0 setTimeout hack - this gives time for canvas to get width and height
setTimeout(function() {
me.setup(wrapper);
me.get_data();
}, 0);
- },
+ }
- setup: function(wrapper) {
+ setup(wrapper) {
var me = this;
+ this.company_field = wrapper.page.add_field({"fieldtype": "Link", "fieldname": "company", "options": "Company",
+ "label": __("Company"), "reqd": 1, "default": frappe.defaults.get_user_default('company'),
+ change: function() {
+ me.company = this.value || frappe.defaults.get_user_default('company');
+ me.get_data();
+ }
+ }),
+
this.elements = {
layout: $(wrapper).find(".layout-main"),
from_date: wrapper.page.add_date(__("From Date")),
to_date: wrapper.page.add_date(__("To Date")),
+ chart: wrapper.page.add_select(__("Chart"), [{value: 'sales_funnel', label:__("Sales Funnel")},
+ {value: 'sales_pipeline', label:__("Sales Pipeline")},
+ {value: 'opp_by_lead_source', label:__("Opportunities by lead source")}]),
refresh_btn: wrapper.page.set_primary_action(__("Refresh"),
function() { me.get_data(); }, "fa fa-refresh"),
};
@@ -41,16 +52,27 @@
this.elements.funnel_wrapper = $('<div class="funnel-wrapper text-center"></div>')
.appendTo(this.elements.layout);
+ this.company = frappe.defaults.get_user_default('company');
this.options = {
from_date: frappe.datetime.add_months(frappe.datetime.get_today(), -1),
- to_date: frappe.datetime.get_today()
+ to_date: frappe.datetime.get_today(),
+ chart: 'sales_funnel'
};
// set defaults and bind on change
$.each(this.options, function(k, v) {
- me.elements[k].val(frappe.datetime.str_to_user(v));
+ if (['from_date', 'to_date'].includes(k)) {
+ me.elements[k].val(frappe.datetime.str_to_user(v));
+ } else {
+ me.elements[k].val(v);
+ }
+
me.elements[k].on("change", function() {
- me.options[k] = frappe.datetime.user_to_str($(this).val());
+ if (['from_date', 'to_date'].includes(k)) {
+ me.options[k] = frappe.datetime.user_to_str($(this).val()) != 'Invalid date' ? frappe.datetime.user_to_str($(this).val()) : frappe.datetime.get_today();
+ } else {
+ me.options.chart = $(this).val();
+ }
me.get_data();
});
});
@@ -64,29 +86,90 @@
$(window).resize(function() {
me.render();
});
- },
+ }
- get_data: function(btn) {
+ get_data(btn) {
var me = this;
- frappe.call({
- method: "erpnext.selling.page.sales_funnel.sales_funnel.get_funnel_data",
- args: {
- from_date: this.options.from_date,
- to_date: this.options.to_date
- },
- btn: btn,
- callback: function(r) {
- if(!r.exc) {
- me.options.data = r.message;
- me.render();
+ if (me.options.chart == 'sales_funnel'){
+ frappe.call({
+ method: "erpnext.selling.page.sales_funnel.sales_funnel.get_funnel_data",
+ args: {
+ from_date: this.options.from_date,
+ to_date: this.options.to_date,
+ company: this.company
+ },
+ btn: btn,
+ callback: function(r) {
+ if(!r.exc) {
+ me.options.data = r.message;
+ if (me.options.data=='empty') {
+ const $parent = me.elements.funnel_wrapper;
+ $parent.html(__('No data for this period'));
+ } else {
+ me.render_funnel();
+ }
+ }
}
- }
- });
- },
+ });
+ } else if (me.options.chart == 'opp_by_lead_source'){
+ frappe.call({
+ method: "erpnext.selling.page.sales_funnel.sales_funnel.get_opp_by_lead_source",
+ args: {
+ from_date: this.options.from_date,
+ to_date: this.options.to_date,
+ company: this.company
+ },
+ btn: btn,
+ callback: function(r) {
+ if(!r.exc) {
+ me.options.data = r.message;
+ if (me.options.data=='empty') {
+ const $parent = me.elements.funnel_wrapper;
+ $parent.html(__('No data for this period'));
+ } else {
+ me.render_opp_by_lead_source();
+ }
+ }
+ }
+ });
+ } else if (me.options.chart == 'sales_pipeline'){
+ frappe.call({
+ method: "erpnext.selling.page.sales_funnel.sales_funnel.get_pipeline_data",
+ args: {
+ from_date: this.options.from_date,
+ to_date: this.options.to_date,
+ company: this.company
+ },
+ btn: btn,
+ callback: function(r) {
+ if(!r.exc) {
+ me.options.data = r.message;
+ if (me.options.data=='empty') {
+ const $parent = me.elements.funnel_wrapper;
+ $parent.html(__('No data for this period'));
+ } else {
+ me.render_pipeline();
+ }
+ }
+ }
+ });
+ }
+ }
- render: function() {
+ render() {
+ let me = this;
+ if (me.options.chart == 'sales_funnel'){
+ me.render_funnel();
+ } else if (me.options.chart == 'opp_by_lead_source'){
+ me.render_opp_by_lead_source();
+ } else if (me.options.chart == 'sales_pipeline'){
+ me.render_pipeline();
+ }
+ }
+
+ render_funnel() {
var me = this;
- this.prepare();
+ this.prepare_funnel();
var context = this.elements.context,
x_start = 0.0,
@@ -119,9 +202,9 @@
me.draw_legend(x_mid, y_mid, me.options.width, me.options.height, d.value + " - " + d.title);
});
- },
+ }
- prepare: function() {
+ prepare_funnel() {
var me = this;
this.elements.no_data.toggle(false);
@@ -147,9 +230,9 @@
.attr("height", this.options.height);
this.elements.context = this.elements.canvas.get(0).getContext("2d");
- },
+ }
- draw_triangle: function(x_start, x_mid, x_end, y, height) {
+ draw_triangle(x_start, x_mid, x_end, y, height) {
var context = this.elements.context;
context.beginPath();
context.moveTo(x_start, y);
@@ -158,9 +241,9 @@
context.lineTo(x_start, y);
context.closePath();
context.fill();
- },
+ }
- draw_legend: function(x_mid, y_mid, width, height, title) {
+ draw_legend(x_mid, y_mid, width, height, title) {
var context = this.elements.context;
if(y_mid == 0) {
@@ -186,4 +269,44 @@
context.font = "1.1em sans-serif";
context.fillText(__(title), width + 20, y_mid);
}
-});
+
+ render_opp_by_lead_source() {
+ let me = this;
+ let currency = frappe.defaults.get_default("currency");
+
+ let chart_data = me.options.data ? me.options.data : null;
+
+ const parent = me.elements.funnel_wrapper[0];
+ this.chart = new Chart(parent, {
+ title: __("Sales Opportunities by Source"),
+ height: 400,
+ data: chart_data,
+ type: 'bar',
+ barOptions: {
+ stacked: 1
+ },
+ tooltipOptions: {
+ formatTooltipY: d => format_currency(d, currency),
+ }
+ });
+ }
+
+ render_pipeline() {
+ let me = this;
+ let currency = frappe.defaults.get_default("currency");
+
+ let chart_data = me.options.data ? me.options.data : null;
+
+ const parent = me.elements.funnel_wrapper[0];
+ this.chart = new Chart(parent, {
+ title: __("Sales Pipeline by Stage"),
+ height: 400,
+ data: chart_data,
+ type: 'bar',
+ tooltipOptions: {
+ formatTooltipY: d => format_currency(d, currency),
+ },
+ colors: ['light-green', 'green']
+ });
+ }
+};
diff --git a/erpnext/selling/page/sales_funnel/sales_funnel.py b/erpnext/selling/page/sales_funnel/sales_funnel.py
index 3c4d528..d62e209 100644
--- a/erpnext/selling/page/sales_funnel/sales_funnel.py
+++ b/erpnext/selling/page/sales_funnel/sales_funnel.py
@@ -1,16 +1,18 @@
-# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
from frappe import _
+from erpnext.accounts.report.utils import convert
+import pandas as pd
@frappe.whitelist()
-def get_funnel_data(from_date, to_date):
+def get_funnel_data(from_date, to_date, company):
active_leads = frappe.db.sql("""select count(*) from `tabLead`
where (date(`modified`) between %s and %s)
- and status != "Do Not Contact" """, (from_date, to_date))[0][0]
+ and status != "Do Not Contact" and company=%s""", (from_date, to_date, company))[0][0]
active_leads += frappe.db.sql("""select count(distinct contact.name) from `tabContact` contact
left join `tabDynamic Link` dl on (dl.parent=contact.name) where dl.link_doctype='Customer'
@@ -18,14 +20,14 @@
opportunities = frappe.db.sql("""select count(*) from `tabOpportunity`
where (date(`creation`) between %s and %s)
- and status != "Lost" """, (from_date, to_date))[0][0]
+ and status != "Lost" and company=%s""", (from_date, to_date, company))[0][0]
quotations = frappe.db.sql("""select count(*) from `tabQuotation`
where docstatus = 1 and (date(`creation`) between %s and %s)
- and status != "Lost" """, (from_date, to_date))[0][0]
+ and status != "Lost" and company=%s""", (from_date, to_date, company))[0][0]
sales_orders = frappe.db.sql("""select count(*) from `tabSales Order`
- where docstatus = 1 and (date(`creation`) between %s and %s)""", (from_date, to_date))[0][0]
+ where docstatus = 1 and (date(`creation`) between %s and %s) and company=%s""", (from_date, to_date, company))[0][0]
return [
{ "title": _("Active Leads / Customers"), "value": active_leads, "color": "#B03B46" },
@@ -33,3 +35,54 @@
{ "title": _("Quotations"), "value": quotations, "color": "#006685" },
{ "title": _("Sales Orders"), "value": sales_orders, "color": "#00AD65" }
]
+
+@frappe.whitelist()
+def get_opp_by_lead_source(from_date, to_date, company):
+ opportunities = frappe.get_all("Opportunity", filters=[['status', 'in', ['Open', 'Quotation', 'Replied']], ['company', '=', company], ['transaction_date', 'Between', [from_date, to_date]]], fields=['currency', 'sales_stage', 'opportunity_amount', 'probability', 'source'])
+
+ if opportunities:
+ default_currency = frappe.get_cached_value('Global Defaults', 'None', 'default_currency')
+
+ cp_opportunities = [dict(x, **{'compound_amount': (convert(x['opportunity_amount'], x['currency'], default_currency, to_date) * x['probability']/100)}) for x in opportunities]
+
+ df = pd.DataFrame(cp_opportunities).groupby(['source', 'sales_stage'], as_index=False).agg({'compound_amount': 'sum'})
+
+ result = {}
+ result['labels'] = list(set(df.source.values))
+ result['datasets'] = []
+
+ for s in set(df.sales_stage.values):
+ result['datasets'].append({'name': s, 'values': [0]*len(result['labels']), 'chartType': 'bar'})
+
+ for row in df.itertuples():
+ source_index = result['labels'].index(row.source)
+
+ for dataset in result['datasets']:
+ if dataset['name'] == row.sales_stage:
+ dataset['values'][source_index] = row.compound_amount
+
+ return result
+
+ else:
+ return 'empty'
+
+@frappe.whitelist()
+def get_pipeline_data(from_date, to_date, company):
+ opportunities = frappe.get_all("Opportunity", filters=[['status', 'in', ['Open', 'Quotation', 'Replied']], ['company', '=', company], ['transaction_date', 'Between', [from_date, to_date]]], fields=['currency', 'sales_stage', 'opportunity_amount', 'probability'])
+
+ if opportunities:
+ default_currency = frappe.get_cached_value('Global Defaults', 'None', 'default_currency')
+
+ cp_opportunities = [dict(x, **{'compound_amount': (convert(x['opportunity_amount'], x['currency'], default_currency, to_date) * x['probability']/100)}) for x in opportunities]
+
+ df = pd.DataFrame(cp_opportunities).groupby(['sales_stage'], as_index=True).agg({'compound_amount': 'sum'}).to_dict()
+
+ result = {}
+ result['labels'] = df['compound_amount'].keys()
+ result['datasets'] = []
+ result['datasets'].append({'name': _("Total Amount"), 'values': df['compound_amount'].values(), 'chartType': 'bar'})
+
+ return result
+
+ else:
+ return 'empty'
\ No newline at end of file
diff --git a/erpnext/selling/report/customer_credit_balance/customer_credit_balance.py b/erpnext/selling/report/customer_credit_balance/customer_credit_balance.py
index ffa4180..7357ab2 100644
--- a/erpnext/selling/report/customer_credit_balance/customer_credit_balance.py
+++ b/erpnext/selling/report/customer_credit_balance/customer_credit_balance.py
@@ -29,9 +29,9 @@
if customer_naming_type == "Naming Series":
row = [d.name, d.customer_name, credit_limit, outstanding_amt, bal,
- d.bypass_credit_limit_check_at_sales_order]
+ d.bypass_credit_limit_check_at_sales_order, d.disabled]
else:
- row = [d.name, credit_limit, outstanding_amt, bal, d.bypass_credit_limit_check_at_sales_order]
+ row = [d.name, credit_limit, outstanding_amt, bal, d.bypass_credit_limit_check_at_sales_order, d.disabled]
if credit_limit:
data.append(row)
@@ -40,11 +40,13 @@
def get_columns(customer_naming_type):
columns = [
+ _("Name") + ":Link/Customer:120",
_("Customer") + ":Link/Customer:120",
_("Credit Limit") + ":Currency:120",
_("Outstanding Amt") + ":Currency:100",
_("Credit Balance") + ":Currency:120",
- _("Bypass credit check at Sales Order ") + ":Check:240"
+ _("Bypass credit check at Sales Order ") + ":Check:240",
+ _("Is Disabled ") + ":Check:240"
]
if customer_naming_type == "Naming Series":
@@ -59,5 +61,5 @@
conditions += " where name = %(customer)s"
return frappe.db.sql("""select name, customer_name,
- bypass_credit_limit_check_at_sales_order from `tabCustomer` %s
+ bypass_credit_limit_check_at_sales_order,disabled from `tabCustomer` %s
""" % conditions, filters, as_dict=1)
\ No newline at end of file
diff --git a/erpnext/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.py b/erpnext/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.py
index ae2cf8c..8897792 100644
--- a/erpnext/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.py
+++ b/erpnext/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.py
@@ -17,7 +17,7 @@
for d in entries:
if d.stock_qty > 0 or filters.get('show_return_entries', 0):
data.append([
- d.name, d.customer, d.territory, d.posting_date, d.item_code,
+ d.name, d.customer, d.territory, item_details.get(d.item_code, {}).get("website_warehouse"), d.posting_date, d.item_code,
item_details.get(d.item_code, {}).get("item_group"), item_details.get(d.item_code, {}).get("brand"),
d.stock_qty, d.base_net_amount, d.sales_person, d.allocated_percentage, d.contribution_amt
])
@@ -33,7 +33,8 @@
msgprint(_("Please select the document type first"), raise_exception=1)
return [filters["doc_type"] + ":Link/" + filters["doc_type"] + ":140",
- _("Customer") + ":Link/Customer:140", _("Territory") + ":Link/Territory:100", _("Posting Date") + ":Date:100",
+ _("Customer") + ":Link/Customer:140", _("Territory") + ":Link/Territory:100", _("Warehouse") + ":Link/Warehouse:100",
+ _("Posting Date") + ":Date:100",
_("Item Code") + ":Link/Item:120", _("Item Group") + ":Link/Item Group:120",
_("Brand") + ":Link/Brand:120", _("Qty") + ":Float:100", _("Amount") + ":Currency:120",
_("Sales Person") + ":Link/Sales Person:140", _("Contribution %") + "::110",
@@ -115,7 +116,7 @@
def get_item_details():
item_details = {}
- for d in frappe.db.sql("""select name, item_group, brand from `tabItem`""", as_dict=1):
+ for d in frappe.db.sql("""select name, item_group, brand, website_warehouse from `tabItem`""", as_dict=1):
item_details.setdefault(d.name, d)
return item_details
diff --git a/erpnext/setup/doctype/naming_series/naming_series.py b/erpnext/setup/doctype/naming_series/naming_series.py
index 4e08105..2167b12 100644
--- a/erpnext/setup/doctype/naming_series/naming_series.py
+++ b/erpnext/setup/doctype/naming_series/naming_series.py
@@ -166,13 +166,12 @@
def parse_naming_series(self):
parts = self.prefix.split('.')
- # If series contain date format like INV.YYYY.MM.#####
- if len(parts) > 2:
- del parts[-1] # Removed ### from the series
- prefix = parse_naming_series(parts)
- else:
- prefix = parts[0]
+ # Remove ### from the end of series
+ if parts[-1] == "#" * len(parts[-1]):
+ del parts[-1]
+
+ prefix = parse_naming_series(parts)
return prefix
def set_by_naming_series(doctype, fieldname, naming_series, hide_name_field=True):
diff --git a/erpnext/setup/setup_wizard/operations/defaults_setup.py b/erpnext/setup/setup_wizard/operations/defaults_setup.py
index 657905d..ff8dd75 100644
--- a/erpnext/setup/setup_wizard/operations/defaults_setup.py
+++ b/erpnext/setup/setup_wizard/operations/defaults_setup.py
@@ -55,6 +55,10 @@
buying_settings.allow_multiple_items = 1
buying_settings.save()
+ delivery_settings = frappe.get_doc("Delivery Settings")
+ delivery_settings.dispatch_template = _("Dispatch Notification")
+ delivery_settings.save()
+
hr_settings = frappe.get_doc("HR Settings")
hr_settings.emp_created_by = "Naming Series"
hr_settings.leave_approval_notification_template = _("Leave Approval Notification")
diff --git a/erpnext/setup/setup_wizard/operations/install_fixtures.py b/erpnext/setup/setup_wizard/operations/install_fixtures.py
index 59e6577..03c959b 100644
--- a/erpnext/setup/setup_wizard/operations/install_fixtures.py
+++ b/erpnext/setup/setup_wizard/operations/install_fixtures.py
@@ -231,7 +231,7 @@
# Share Management
{"doctype": "Share Type", "title": _("Equity")},
- {"doctype": "Share Type", "title": _("Preference")},
+ {"doctype": "Share Type", "title": _("Preference")}
]
from erpnext.setup.setup_wizard.data.industry_type import get_industry_types
@@ -250,6 +250,12 @@
records += [{'doctype': 'Email Template', 'name': _("Leave Status Notification"), 'response': response,\
'subject': _("Leave Status Notification"), 'owner': frappe.session.user}]
+ base_path = frappe.get_app_path("erpnext", "stock", "doctype")
+ response = frappe.read_file(os.path.join(base_path, "delivery_trip/dispatch_notification_template.html"))
+
+ records += [{'doctype': 'Email Template', 'name': _("Dispatch Notification"), 'response': response,\
+ 'subject': _("Your order is out for delivery!"), 'owner': frappe.session.user}]
+
# Records for the Supplier Scorecard
from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records
make_default_records()
@@ -292,6 +298,30 @@
"value": d.get("value")
}).insert(ignore_permissions=True)
+def add_market_segments():
+ records = [
+ # Market Segments
+ {"doctype": "Market Segment", "market_segment": _("Lower Income")},
+ {"doctype": "Market Segment", "market_segment": _("Middle Income")},
+ {"doctype": "Market Segment", "market_segment": _("Upper Income")}
+ ]
+
+ make_fixture_records(records)
+
+def add_sale_stages():
+ # Sale Stages
+ records = [
+ {"doctype": "Sales Stage", "stage_name": _("Prospecting")},
+ {"doctype": "Sales Stage", "stage_name": _("Qualification")},
+ {"doctype": "Sales Stage", "stage_name": _("Needs Analysis")},
+ {"doctype": "Sales Stage", "stage_name": _("Value Proposition")},
+ {"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")}
+ ]
+ make_fixture_records(records)
+
def make_fixture_records(records):
from frappe.modules import scrub
for r in records:
@@ -332,4 +362,4 @@
{'doctype': 'Department', 'department_name': _('Legal'), 'parent_department': _('All Departments'), 'company': company},
]
- make_fixture_records(records)
+ make_fixture_records(records)
\ No newline at end of file
diff --git a/erpnext/setup/setup_wizard/setup_wizard.py b/erpnext/setup/setup_wizard/setup_wizard.py
index 101b6aa..af28e4f 100644
--- a/erpnext/setup/setup_wizard/setup_wizard.py
+++ b/erpnext/setup/setup_wizard/setup_wizard.py
@@ -104,6 +104,8 @@
def stage_fixtures(args):
install_fixtures.install(args.get("country"))
+ install_fixtures.add_market_segments()
+ install_fixtures.add_sale_stages()
def setup_company(args):
defaults_setup.create_price_lists(args)
diff --git a/erpnext/stock/doctype/delivery_note/delivery_note.py b/erpnext/stock/doctype/delivery_note/delivery_note.py
index 6e45273..6fec612 100644
--- a/erpnext/stock/doctype/delivery_note/delivery_note.py
+++ b/erpnext/stock/doctype/delivery_note/delivery_note.py
@@ -460,6 +460,7 @@
target_doc.customer_address = source_parent.shipping_address
target_doc.contact = source_parent.contact_person
target_doc.customer_contact = source_parent.contact_display
+ target_doc.grand_total = source_parent.grand_total
# Append unique Delivery Notes in Delivery Trip
delivery_notes.append(target_doc.delivery_note)
diff --git a/erpnext/selling/report/lead_details/__init__.py b/erpnext/stock/doctype/delivery_settings/__init__.py
similarity index 100%
copy from erpnext/selling/report/lead_details/__init__.py
copy to erpnext/stock/doctype/delivery_settings/__init__.py
diff --git a/erpnext/stock/doctype/delivery_settings/delivery_settings.js b/erpnext/stock/doctype/delivery_settings/delivery_settings.js
new file mode 100644
index 0000000..03aa192
--- /dev/null
+++ b/erpnext/stock/doctype/delivery_settings/delivery_settings.js
@@ -0,0 +1,8 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Delivery Settings', {
+ refresh: function(frm) {
+
+ }
+});
diff --git a/erpnext/stock/doctype/delivery_settings/delivery_settings.json b/erpnext/stock/doctype/delivery_settings/delivery_settings.json
new file mode 100644
index 0000000..b70d74d
--- /dev/null
+++ b/erpnext/stock/doctype/delivery_settings/delivery_settings.json
@@ -0,0 +1,194 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-09-04 23:01:34.458550",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "sb_dispatch",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Dispatch Settings",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "dispatch_template",
+ "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": "Dispatch Notification Template",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Email Template",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "send_with_attachment",
+ "description": "Leave blank to use the standard Delivery Note format",
+ "fieldname": "dispatch_attachment",
+ "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": "Dispatch Notification Attachment",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Print Format",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "send_with_attachment",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Send with Attachment",
+ "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
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 1,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-09-05 00:16:23.569855",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Delivery Settings",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 0,
+ "role": "System Manager",
+ "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": "DESC",
+ "track_changes": 1,
+ "track_seen": 0,
+ "track_views": 0
+}
\ No newline at end of file
diff --git a/erpnext/stock/doctype/delivery_settings/delivery_settings.py b/erpnext/stock/doctype/delivery_settings/delivery_settings.py
new file mode 100644
index 0000000..909efda
--- /dev/null
+++ b/erpnext/stock/doctype/delivery_settings/delivery_settings.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, 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 DeliverySettings(Document):
+ pass
diff --git a/erpnext/stock/doctype/delivery_settings/test_delivery_settings.js b/erpnext/stock/doctype/delivery_settings/test_delivery_settings.js
new file mode 100644
index 0000000..22977c0
--- /dev/null
+++ b/erpnext/stock/doctype/delivery_settings/test_delivery_settings.js
@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Delivery Settings", function (assert) {
+ let done = assert.async();
+
+ // number of asserts
+ assert.expect(1);
+
+ frappe.run_serially([
+ // insert a new Delivery Settings
+ () => frappe.tests.make('Delivery Settings', [
+ // values to be set
+ {key: 'value'}
+ ]),
+ () => {
+ assert.equal(cur_frm.doc.key, 'value');
+ },
+ () => done()
+ ]);
+
+});
diff --git a/erpnext/stock/doctype/delivery_settings/test_delivery_settings.py b/erpnext/stock/doctype/delivery_settings/test_delivery_settings.py
new file mode 100644
index 0000000..4395d26
--- /dev/null
+++ b/erpnext/stock/doctype/delivery_settings/test_delivery_settings.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestDeliverySettings(unittest.TestCase):
+ pass
diff --git a/erpnext/stock/doctype/delivery_stop/delivery_stop.json b/erpnext/stock/doctype/delivery_stop/delivery_stop.json
index 4fe4102..023e34d 100644
--- a/erpnext/stock/doctype/delivery_stop/delivery_stop.json
+++ b/erpnext/stock/doctype/delivery_stop/delivery_stop.json
@@ -18,7 +18,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
- "columns": 0,
+ "columns": 2,
"fieldname": "customer",
"fieldtype": "Link",
"hidden": 0,
@@ -85,6 +85,38 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "lock",
+ "fieldtype": "Check",
+ "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": "Lock",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "column_break_6",
"fieldtype": "Column Break",
"hidden": 0,
@@ -148,7 +180,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "section_break_7",
+ "fieldname": "order_information_section",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
@@ -157,6 +189,71 @@
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
+ "label": "Order Information",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "delivery_note",
+ "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": "Delivery Note",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Delivery Note",
+ "permlevel": 0,
+ "precision": "",
+ "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
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "cb_order",
+ "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,
@@ -179,6 +276,70 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "grand_total",
+ "fieldtype": "Currency",
+ "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": "Grand Total",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_7",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Contact Information",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "contact",
"fieldtype": "Link",
"hidden": 0,
@@ -186,7 +347,7 @@
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
- "in_list_view": 1,
+ "in_list_view": 0,
"in_standard_filter": 0,
"label": "Contact Name",
"length": 0,
@@ -212,6 +373,38 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "email_sent_to",
+ "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": "Email sent to",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
"fieldname": "column_break_7",
"fieldtype": "Column Break",
"hidden": 0,
@@ -284,6 +477,7 @@
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
+ "label": "Dispatch Information",
"length": 0,
"no_copy": 0,
"permlevel": 0,
@@ -362,196 +556,6 @@
"set_only_once": 0,
"translatable": 0,
"unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "section_break_12",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "delivery_note",
- "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": "Delivery Note",
- "length": 0,
- "no_copy": 1,
- "options": "Delivery Note",
- "permlevel": 0,
- "precision": "",
- "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
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "section_break_14",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 1,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "notified_by_email",
- "fieldtype": "Check",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Notified by Email",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "column_break_18",
- "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
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "email_sent_to",
- "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": "Email sent to",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
}
],
"has_web_view": 0,
@@ -564,7 +568,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
- "modified": "2018-08-21 22:25:53.276548",
+ "modified": "2018-09-05 00:51:55.275009",
"modified_by": "Administrator",
"module": "Stock",
"name": "Delivery Stop",
diff --git a/erpnext/stock/doctype/delivery_trip/delivery_trip.js b/erpnext/stock/doctype/delivery_trip/delivery_trip.js
index f3c0f75..9c31e05 100755
--- a/erpnext/stock/doctype/delivery_trip/delivery_trip.js
+++ b/erpnext/stock/doctype/delivery_trip/delivery_trip.js
@@ -2,8 +2,8 @@
// For license information, please see license.txt
frappe.ui.form.on('Delivery Trip', {
- setup: function(frm) {
- frm.set_query("driver", function() {
+ setup: function (frm) {
+ frm.set_query("driver", function () {
return {
filters: {
"status": "Active"
@@ -11,7 +11,7 @@
};
});
- frm.set_query("address", "delivery_stops", function(doc, cdt, cdn) {
+ frm.set_query("address", "delivery_stops", function (doc, cdt, cdn) {
var row = locals[cdt][cdn];
if (row.customer) {
return {
@@ -24,7 +24,7 @@
}
})
- frm.set_query("contact", "delivery_stops", function(doc, cdt, cdn) {
+ frm.set_query("contact", "delivery_stops", function (doc, cdt, cdn) {
var row = locals[cdt][cdn];
if (row.customer) {
return {
@@ -45,7 +45,7 @@
});
}
- if (frm.doc.docstatus===0) {
+ if (frm.doc.docstatus === 0) {
frm.add_custom_button(__('Delivery Note'), () => {
erpnext.utils.map_current_doc({
method: "erpnext.stock.doctype.delivery_note.delivery_note.make_delivery_trip",
@@ -93,12 +93,8 @@
},
notify_customers: function (frm) {
- var owner_email = frm.doc.owner == "Administrator"
- ? frappe.user_info("Administrator").email
- : frm.doc.owner;
-
$.each(frm.doc.delivery_stops || [], function (i, delivery_stop) {
- if (!delivery_stop.delivery_notes) {
+ if (!delivery_stop.delivery_note) {
frappe.msgprint({
"message": __("No Delivery Note selected for Customer {}", [delivery_stop.customer]),
"title": __("Warning"),
@@ -107,34 +103,37 @@
});
}
});
- frappe.confirm(__("Do you want to notify all the customers by email?"), function () {
- frappe.call({
- method: "erpnext.stock.doctype.delivery_trip.delivery_trip.notify_customers",
- args: {
- "docname": frm.doc.name,
- "date": frm.doc.date,
- "driver": frm.doc.driver,
- "vehicle": frm.doc.vehicle,
- "sender_email": owner_email,
- "sender_name": frappe.user.full_name(owner_email),
- "delivery_notification": frm.doc.delivery_notification
- }
- });
- frm.doc.email_notification_sent = true;
- frm.refresh_field('email_notification_sent');
+
+ frappe.db.get_value("Delivery Settings", { name: "Delivery Settings" }, "dispatch_template", (r) => {
+ if (!r.dispatch_template) {
+ frappe.throw(__("Missing email template for dispatch. Please set one in Delivery Settings."));
+ } else {
+ frappe.confirm(__("Do you want to notify all the customers by email?"), function () {
+ frappe.call({
+ method: "erpnext.stock.doctype.delivery_trip.delivery_trip.notify_customers",
+ args: {
+ "delivery_trip": frm.doc.name
+ },
+ callback: function (r) {
+ if (!r.exc) {
+ frm.doc.email_notification_sent = true;
+ frm.refresh_field('email_notification_sent');
+ }
+ }
+ });
+ });
+ }
});
}
});
-
-
frappe.ui.form.on('Delivery Stop', {
customer: function (frm, cdt, cdn) {
var row = locals[cdt][cdn];
- if(row.customer) {
+ if (row.customer) {
frappe.call({
method: "erpnext.stock.doctype.delivery_trip.delivery_trip.get_contact_and_address",
- args: {"name": row.customer},
+ args: { "name": row.customer },
callback: function (r) {
if (r.message) {
if (r.message["shipping_address"]) {
@@ -158,12 +157,13 @@
});
}
},
+
address: function (frm, cdt, cdn) {
var row = locals[cdt][cdn];
- if(row.address) {
+ if (row.address) {
frappe.call({
method: "frappe.contacts.doctype.address.address.get_address_display",
- args: {"address_dict": row.address},
+ args: { "address_dict": row.address },
callback: function (r) {
if (r.message) {
frappe.model.set_value(cdt, cdn, "customer_address", r.message);
@@ -177,10 +177,10 @@
contact: function (frm, cdt, cdn) {
var row = locals[cdt][cdn];
- if(row.contact) {
+ if (row.contact) {
frappe.call({
method: "erpnext.stock.doctype.delivery_trip.delivery_trip.get_contact_display",
- args: {"contact": row.contact},
+ args: { "contact": row.contact },
callback: function (r) {
if (r.message) {
frappe.model.set_value(cdt, cdn, "customer_contact", r.message);
diff --git a/erpnext/stock/doctype/delivery_trip/delivery_trip.json b/erpnext/stock/doctype/delivery_trip/delivery_trip.json
index 364bc6b..3cb19af 100644
--- a/erpnext/stock/doctype/delivery_trip/delivery_trip.json
+++ b/erpnext/stock/doctype/delivery_trip/delivery_trip.json
@@ -114,7 +114,7 @@
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
- "allow_on_submit": 0,
+ "allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
@@ -437,7 +437,7 @@
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
- "allow_on_submit": 1,
+ "allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
@@ -507,7 +507,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "section_break_13",
+ "fieldname": "section_break_15",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
@@ -538,40 +538,6 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "default": "",
- "fieldname": "delivery_notification",
- "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": "Delivery Notification",
- "length": 0,
- "no_copy": 0,
- "options": "Email Template",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fieldname": "amended_from",
"fieldtype": "Link",
"hidden": 0,
@@ -608,7 +574,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2018-08-30 02:31:49.400138",
+ "modified": "2018-09-05 01:20:34.165834",
"modified_by": "Administrator",
"module": "Stock",
"name": "Delivery Trip",
diff --git a/erpnext/stock/doctype/delivery_trip/delivery_trip.py b/erpnext/stock/doctype/delivery_trip/delivery_trip.py
index 5f291c3..424411e 100644
--- a/erpnext/stock/doctype/delivery_trip/delivery_trip.py
+++ b/erpnext/stock/doctype/delivery_trip/delivery_trip.py
@@ -10,8 +10,7 @@
from frappe import _
from frappe.contacts.doctype.address.address import get_address_display
from frappe.model.document import Document
-from frappe.utils import cstr, get_datetime, getdate, get_link_to_form
-from frappe.utils.user import get_user_fullname
+from frappe.utils import get_datetime, get_link_to_form, cstr
class DeliveryTrip(Document):
@@ -169,59 +168,54 @@
@frappe.whitelist()
-def notify_customers(docname, date, driver, vehicle, sender_email, delivery_notification):
- sender_name = get_user_fullname(sender_email)
- attachments = []
+def notify_customers(delivery_trip):
+ delivery_trip = frappe.get_doc("Delivery Trip", delivery_trip)
- parent_doc = frappe.get_doc('Delivery Trip', docname)
- args = parent_doc.as_dict()
+ context = delivery_trip.as_dict()
+ context.update({
+ "departure_time": cstr(context.get("departure_time")),
+ "estimated_arrival": cstr(context.get("estimated_arrival"))
+ })
- for delivery_stop in parent_doc.delivery_stops:
- contact_info = frappe.db.get_value("Contact", delivery_stop.contact,
- ["first_name", "last_name", "email_id", "gender"], as_dict=1)
+ if delivery_trip.driver:
+ context.update(frappe.db.get_value("Driver", delivery_trip.driver, "cell_number", as_dict=1))
- args.update(delivery_stop.as_dict())
- args.update(contact_info)
+ email_recipients = []
- if delivery_stop.delivery_note:
- default_print_format = frappe.get_meta('Delivery Note').default_print_format
- attachments = frappe.attach_print('Delivery Note',
- delivery_stop.delivery_note,
- file_name="Delivery Note",
- print_format=default_print_format or "Standard")
+ for stop in delivery_trip.delivery_stops:
+ contact_info = frappe.db.get_value("Contact", stop.contact,
+ ["first_name", "last_name", "email_id", "gender"], as_dict=1)
- if not delivery_stop.notified_by_email and contact_info.email_id:
- driver_info = frappe.db.get_value("Driver", driver, ["full_name", "cell_number"], as_dict=1)
- sender_designation = frappe.db.get_value("Employee", sender_email, ["designation"])
+ if contact_info and contact_info.email_id:
+ context.update(stop.as_dict())
+ context.update(contact_info)
- estimated_arrival = cstr(delivery_stop.estimated_arrival)[:-3]
- email_template = frappe.get_doc("Email Template", delivery_notification)
- message = frappe.render_template(email_template.response, args)
+ dispatch_template_name = frappe.db.get_single_value("Delivery Settings", "dispatch_template")
+ dispatch_template = frappe.get_doc("Email Template", dispatch_template_name)
- frappe.sendmail(
- recipients=contact_info.email_id,
- sender=sender_email,
- message=message,
- attachments=attachments,
- subject=_(email_template.subject).format(getdate(date).strftime('%d.%m.%y'),
- estimated_arrival))
+ frappe.sendmail(recipients=contact_info.email_id,
+ subject=dispatch_template.subject,
+ message=frappe.render_template(dispatch_template.response, context),
+ attachments=get_attachments(stop))
- frappe.db.set_value("Delivery Stop", delivery_stop.name, "notified_by_email", 1)
- frappe.db.set_value("Delivery Stop", delivery_stop.name,
- "email_sent_to", contact_info.email_id)
- frappe.msgprint(_("Email sent to {0}").format(contact_info.email_id))
+ stop.db_set("email_sent_to", contact_info.email_id)
+ email_recipients.append(contact_info.email_id)
-def round_timedelta(td, period):
- """Round timedelta"""
- period_seconds = period.total_seconds()
- half_period_seconds = period_seconds / 2
- remainder = td.total_seconds() % period_seconds
- if remainder >= half_period_seconds:
- return datetime.timedelta(seconds=td.total_seconds() + (period_seconds - remainder))
+ if email_recipients:
+ frappe.msgprint(_("Email sent to {0}").format(", ".join(email_recipients)))
+ delivery_trip.db_set("email_notification_sent", True)
else:
- return datetime.timedelta(seconds=td.total_seconds() - remainder)
+ frappe.msgprint(_("No contacts with email IDs found."))
-def format_address(address):
- """Customer Address format """
- address = frappe.get_doc('Address', address)
- return '{}, {}, {}, {}'.format(address.address_line1, address.city, address.pincode, address.country)
+
+def get_attachments(delivery_stop):
+ if not (frappe.db.get_single_value("Delivery Settings", "send_with_attachment") and delivery_stop.delivery_note):
+ return []
+
+ dispatch_attachment = frappe.db.get_single_value("Delivery Settings", "dispatch_attachment")
+ attachments = frappe.attach_print("Delivery Note",
+ delivery_stop.delivery_note,
+ file_name="Delivery Note",
+ print_format=dispatch_attachment)
+
+ return [attachments]
diff --git a/erpnext/stock/doctype/delivery_trip/dispatch_notification_template.html b/erpnext/stock/doctype/delivery_trip/dispatch_notification_template.html
new file mode 100644
index 0000000..9c062bc
--- /dev/null
+++ b/erpnext/stock/doctype/delivery_trip/dispatch_notification_template.html
@@ -0,0 +1,50 @@
+<h1>Dispatch Notification</h1>
+<h3>Details:</h3>
+<table class="table table-bordered small" style="max-width: 500px;">
+ <tbody>
+ <tr>
+ <td>Customer's Name</td>
+ <td>{{ customer }}</td>
+ </tr>
+ <tr>
+ <td>Contact's Name</td>
+ <td>{{ first_name }} {{ last_name }}</td>
+ </tr>
+ <tr>
+ <td>Address Name</td>
+ <td>{{ address }}</td>
+ </tr>
+ <tr>
+ <td>Address Details</td>
+ <td>{{ customer_address }}</td>
+ </tr>
+ <tr>
+ <td>Order Number</td>
+ <td>{{ delivery_note }}</td>
+ </tr>
+ <tr>
+ <td>Order Total</td>
+ <td>{{ grand_total }}</td>
+ </tr>
+ <tr>
+ <td>Departure Time</td>
+ <td>{{ departure_time }}</td>
+ </tr>
+ <tr>
+ <td>Estimated Arrival</td>
+ <td>{{ estimated_arrival }}</td>
+ </tr>
+ <tr>
+ <td>Driver's Name</td>
+ <td>{{ driver_name }}</td>
+ </tr>
+ <tr>
+ <td>Driver's Number</td>
+ <td>{{ cell_number }}</td>
+ </tr>
+ <tr>
+ <td>Vehicle Number</td>
+ <td>{{ vehicle }}</td>
+ </tr>
+ </tbody>
+</table>
\ No newline at end of file
diff --git a/erpnext/stock/doctype/delivery_trip/test_delivery_trip.py b/erpnext/stock/doctype/delivery_trip/test_delivery_trip.py
index aad36c1..fae03f8 100644
--- a/erpnext/stock/doctype/delivery_trip/test_delivery_trip.py
+++ b/erpnext/stock/doctype/delivery_trip/test_delivery_trip.py
@@ -3,60 +3,71 @@
# See license.txt
from __future__ import unicode_literals
-import frappe
-import erpnext
import unittest
-from frappe.utils import nowdate, add_days
+
+import erpnext
+import frappe
+from erpnext.stock.doctype.delivery_trip.delivery_trip import get_contact_and_address, notify_customers
from erpnext.tests.utils import create_test_contact_and_address
-from erpnext.stock.doctype.delivery_trip.delivery_trip import notify_customers, get_contact_and_address
+from frappe.utils import add_days, now_datetime, nowdate
+
class TestDeliveryTrip(unittest.TestCase):
def setUp(self):
create_driver()
create_vehicle()
- create_delivery_notfication()
+ create_delivery_notification()
create_test_contact_and_address()
def test_delivery_trip(self):
contact = get_contact_and_address("_Test Customer")
if not frappe.db.exists("Delivery Trip", "TOUR-00000"):
- delivery_trip = frappe.new_doc("Delivery Trip")
- delivery_trip.company = erpnext.get_default_company()
- delivery_trip.date = add_days(nowdate(), 5)
- delivery_trip.driver = "DRIVER-00001"
- delivery_trip.vehicle = "JB 007"
- delivery_trip.append("delivery_stops", {
- "customer": "_Test Customer",
- "address": contact.shipping_address.parent,
- "contact": contact.contact_person.parent
+ delivery_trip = frappe.get_doc({
+ "doctype": "Delivery Trip",
+ "company": erpnext.get_default_company(),
+ "date": add_days(nowdate(), 5),
+ "departure_time": add_days(now_datetime(), 5),
+ "driver": frappe.db.get_value('Driver', {"full_name": "Newton Scmander"}),
+ "vehicle": "JB 007",
+ "delivery_stops": [{
+ "customer": "_Test Customer",
+ "address": contact.shipping_address.parent,
+ "contact": contact.contact_person.parent
+ }]
})
- delivery_trip.delivery_notification = 'Delivery Notification'
delivery_trip.insert()
- sender_email = frappe.db.get_value("User", frappe.session.user, "email")
- notify_customers(docname=delivery_trip.name, date=delivery_trip.date, driver=delivery_trip.driver,
- vehicle=delivery_trip.vehicle,
- sender_email=sender_email, delivery_notification=delivery_trip.delivery_notification)
- self.assertEqual(delivery_trip.get("delivery_stops")[0].notified_by_email, 0)
+ notify_customers(delivery_trip=delivery_trip.name)
+ delivery_trip.load_from_db()
+ self.assertEqual(delivery_trip.email_notification_sent, 1)
+
def create_driver():
if not frappe.db.exists("Driver", "Newton Scmander"):
- driver = frappe.new_doc("Driver")
- driver.full_name = "Newton Scmander"
- driver.cell_number = "98343424242"
- driver.license_number = "B809"
+ driver = frappe.get_doc({
+ "doctype": "Driver",
+ "full_name": "Newton Scmander",
+ "cell_number": "98343424242",
+ "license_number": "B809"
+ })
driver.insert()
-def create_delivery_notfication():
+
+def create_delivery_notification():
if not frappe.db.exists("Email Template", "Delivery Notification"):
- frappe.get_doc({
+ dispatch_template = frappe.get_doc({
'doctype': 'Email Template',
'name': 'Delivery Notification',
'response': 'Test Delivery Trip',
'subject': 'Test Subject',
'owner': frappe.session.user
- }).insert()
+ })
+ dispatch_template.insert()
+
+ delivery_settings = frappe.get_single("Delivery Settings")
+ delivery_settings.dispatch_template = 'Delivery Notification'
+
def create_vehicle():
if not frappe.db.exists("Vehicle", "JB 007"):
diff --git a/erpnext/stock/report/batch_wise_balance_history/batch_wise_balance_history.json b/erpnext/stock/report/batch_wise_balance_history/batch_wise_balance_history.json
index 8ff7d75..989d370 100644
--- a/erpnext/stock/report/batch_wise_balance_history/batch_wise_balance_history.json
+++ b/erpnext/stock/report/batch_wise_balance_history/batch_wise_balance_history.json
@@ -1,17 +1,17 @@
{
- "add_total_row": 0,
- "apply_user_permissions": 1,
+ "add_total_row": 1,
"creation": "2013-06-04 11:03:47",
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 3,
"is_standard": "Yes",
- "modified": "2017-02-24 20:19:13.150769",
+ "modified": "2018-09-20 18:20:49.229153",
"modified_by": "Administrator",
"module": "Stock",
"name": "Batch-Wise Balance History",
"owner": "Administrator",
+ "prepared_report": 0,
"ref_doctype": "Stock Ledger Entry",
"report_name": "Batch-Wise Balance History",
"report_type": "Script Report",
diff --git a/erpnext/templates/includes/products_as_grid.html b/erpnext/templates/includes/products_as_grid.html
index 9908c8a..8da82de 100644
--- a/erpnext/templates/includes/products_as_grid.html
+++ b/erpnext/templates/includes/products_as_grid.html
@@ -3,8 +3,8 @@
<a class="product-link" href="{{ route|abs_url }}">
<div class="col-sm-4 col-xs-4 product-image-wrapper">
<div class="product-image-img">
- {{ product_image_square(thumbnail or website_image) }}
- <div class="product-text" itemprop="name">{{ item_name }}</div>
+ {{ product_image_square(thumbnail or website_image or image) }}
+ <div class="product-text" itemprop="name">{{ item_name or name }}</div>
{% if price_sales_uom %}
<div>{{ price_sales_uom }}</div>
<div style='font-size: small; margin-bottom: 10px;'>({{ price_stock_uom }} / {{ stock_uom }})</div>
diff --git a/erpnext/templates/pages/integrations/gocardless_checkout.py b/erpnext/templates/pages/integrations/gocardless_checkout.py
index 2ba7001..8d77245 100644
--- a/erpnext/templates/pages/integrations/gocardless_checkout.py
+++ b/erpnext/templates/pages/integrations/gocardless_checkout.py
@@ -46,8 +46,10 @@
prefilled_customer = {
"company_name": payer.name,
"given_name": primary_contact.first_name,
- "family_name": primary_contact.last_name,
}
+ if primary_contact.last_name is not None:
+ prefilled_customer.update({"family_name": primary_contact.last_name})
+
if primary_contact.email_id is not None:
prefilled_customer.update({"email": primary_contact.email_id})
else:
diff --git a/erpnext/templates/pages/order.html b/erpnext/templates/pages/order.html
index 712eefd..74c9da0 100644
--- a/erpnext/templates/pages/order.html
+++ b/erpnext/templates/pages/order.html
@@ -19,8 +19,9 @@
<div class="row transaction-subheading">
<div class="col-xs-6">
+
<span class="indicator {{ doc.indicator_color or ("blue" if doc.docstatus==1 else "darkgrey") }}">
- {{ _(doc.indicator_title) or _(doc.status) or _("Submitted") }}
+ {{ _(doc.get('indicator_title')) or _(doc.status) or _("Submitted") }}
</span>
</div>
<div class="col-xs-6 text-muted text-right small">
diff --git a/requirements.txt b/requirements.txt
index 13055ac..0fee6c1 100644
--- a/requirements.txt
+++ b/requirements.txt
@@ -6,3 +6,4 @@
braintree
gocardless_pro
woocommerce
+pandas
\ No newline at end of file
