[Enterprise] Bank Guarantee Enhancements (#13960)
diff --git a/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.js b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.js
index 0439b73..f7ffc6c 100644
--- a/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.js
+++ b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.js
@@ -2,7 +2,7 @@
// For license information, please see license.txt
frappe.ui.form.on('Bank Guarantee', {
- refresh: function(frm) {
+ setup: function(frm) {
cur_frm.set_query("account", function() {
return {
"filters": {
@@ -19,6 +19,39 @@
};
});
},
+
+ bg_type: function(frm) {
+ if (frm.doc.bg_type == "Receiving") {
+ frm.set_value("reference_doctype", "Sales Order");
+ } else if (frm.doc.bg_type == "Providing") {
+ frm.set_value("reference_doctype", "Purchase Order");
+ }
+ },
+
+ reference_docname: function(frm) {
+ if (frm.doc.reference_docname && frm.doc.reference_doctype) {
+ let fields_to_fetch = ["project", "grand_total"];
+ let party_field = frm.doc.reference_doctype == "Sales Order" ? "customer" : "supplier";
+ fields_to_fetch.push(party_field);
+ frappe.call({
+ method: "erpnext.accounts.doctype.bank_guarantee.bank_guarantee.get_vouchar_detials",
+ args: {
+ "column_list": fields_to_fetch,
+ "doctype": frm.doc.reference_doctype,
+ "docname": frm.doc.reference_docname
+ },
+ callback: function(r) {
+ if (r.message) {
+ if (r.message[party_field]) frm.set_value(party_field, r.message[party_field]);
+ if (r.message.project) frm.set_value("project", r.message.project);
+ if (r.message.grand_total) frm.set_value("amount", r.message.grand_total);
+ }
+ }
+ });
+
+ }
+ },
+
start_date: function(frm) {
var end_date = frappe.datetime.add_days(cur_frm.doc.start_date, cur_frm.doc.validity - 1);
cur_frm.set_value("end_date", end_date);
diff --git a/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.json b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.json
index 807c544..b3cd157 100644
--- a/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.json
+++ b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.json
@@ -19,6 +19,103 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fieldname": "bg_type",
+ "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": "Bank Guarantee Type",
+ "length": 0,
+ "no_copy": 0,
+ "options": "\nReceiving\nProviding",
+ "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_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "reference_doctype",
+ "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": "Reference Document Type",
+ "length": 0,
+ "no_copy": 0,
+ "options": "DocType",
+ "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_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "reference_docname",
+ "fieldtype": "Dynamic 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": "Reference Document Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "reference_doctype",
+ "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_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval: doc.bg_type == \"Receiving\"",
"fieldname": "customer",
"fieldtype": "Link",
"hidden": 0,
@@ -39,9 +136,43 @@
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
- "reqd": 1,
+ "reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval: doc.bg_type == \"Providing\"",
+ "fieldname": "supplier",
+ "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": "Supplier",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Supplier",
+ "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
},
{
@@ -73,6 +204,37 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_6",
+ "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
},
{
@@ -101,9 +263,10 @@
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
- "reqd": 1,
+ "reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -134,35 +297,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "column_break_6",
- "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
},
{
@@ -193,6 +328,7 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -221,9 +357,10 @@
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
- "reqd": 1,
+ "reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -251,9 +388,103 @@
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
- "reqd": 1,
+ "reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 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,
+ "label": "",
+ "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_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "more_information",
+ "fieldtype": "Text Editor",
+ "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": "Clauses and Conditions",
+ "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_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "margin_details",
+ "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": "Other Details",
+ "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
},
{
@@ -281,19 +512,20 @@
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
- "reqd": 1,
+ "reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
- "collapsible": 1,
+ "collapsible": 0,
"columns": 0,
- "fieldname": "section_break_10",
- "fieldtype": "Section Break",
+ "fieldname": "name_of_beneficiary",
+ "fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
@@ -301,7 +533,7 @@
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "More Information",
+ "label": "Name of Beneficiary",
"length": 0,
"no_copy": 0,
"permlevel": 0,
@@ -314,6 +546,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
@@ -322,8 +555,8 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "more_information",
- "fieldtype": "Text Editor",
+ "fieldname": "name_of_bank",
+ "fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
@@ -331,7 +564,7 @@
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Notes",
+ "label": "Name of Bank",
"length": 0,
"no_copy": 0,
"permlevel": 0,
@@ -344,6 +577,133 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_19",
+ "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_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "margin_money",
+ "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": "Margin Money",
+ "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_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "",
+ "depends_on": "",
+ "fieldname": "charges",
+ "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": "Charges Incurred",
+ "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_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "",
+ "fieldname": "fixed_deposit_number",
+ "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": "Fixed Deposit Number",
+ "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
},
{
@@ -374,6 +734,7 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -387,7 +748,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2017-04-25 13:31:49.627831",
+ "modified": "2018-05-08 06:27:08.959864",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Bank Guarantee",
@@ -396,7 +757,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 0,
@@ -416,7 +776,6 @@
},
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 1,
"create": 1,
"delete": 1,
diff --git a/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py
index 71647b9..1a62c42 100644
--- a/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py
+++ b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py
@@ -3,8 +3,26 @@
# For license information, please see license.txt
from __future__ import unicode_literals
-import frappe
+import frappe, json
from frappe.model.document import Document
+from frappe import _
class BankGuarantee(Document):
- pass
+ def validate(self):
+ if not (self.customer or self.supplier):
+ frappe.throw(_("Select the customer or supplier."))
+
+ def on_submit(self):
+ if not self.bank_guarantee_number:
+ frappe.throw(_("Enter the Bank Guarantee Number before submittting."))
+ if not self.name_of_beneficiary:
+ frappe.throw(_("Enter the name of the Beneficiary before submittting."))
+ if not self.name_of_bank:
+ frappe.throw(_("Enter the name of the bank or lending institution before submittting."))
+
+@frappe.whitelist()
+def get_vouchar_detials(column_list, doctype, docname):
+ print (column_list, doctype, docname)
+ return frappe.db.sql(''' select {columns} from `tab{doctype}` where name=%s'''
+ .format(columns=", ".join(json.loads(column_list)), doctype=doctype), docname, as_dict=1)[0]
+
diff --git a/erpnext/accounts/doctype/bank_guarantee/test_bank_guarantee.py b/erpnext/accounts/doctype/bank_guarantee/test_bank_guarantee.py
deleted file mode 100644
index 0e56991..0000000
--- a/erpnext/accounts/doctype/bank_guarantee/test_bank_guarantee.py
+++ /dev/null
@@ -1,12 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
-# See license.txt
-from __future__ import unicode_literals
-
-import frappe
-import unittest
-
-# test_records = frappe.get_test_records('Bank Guarantee')
-
-class TestBankGuarantee(unittest.TestCase):
- pass