Anand Doshi | 885e074 | 2015-03-03 14:55:30 +0530 | [diff] [blame] | 1 | # Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 2 | # License: GNU General Public License v3. See license.txt |
| 3 | |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 4 | |
Raffael Meyer | b91bb17 | 2023-06-08 16:19:09 +0200 | [diff] [blame] | 5 | from typing import Optional |
| 6 | |
Chillar Anand | 915b343 | 2021-09-02 16:44:59 +0530 | [diff] [blame] | 7 | import frappe |
ruthra kumar | 8d9b90f | 2023-10-27 12:37:37 +0530 | [diff] [blame] | 8 | from frappe import _, msgprint, qb, scrub |
Ankush Menat | f4d7499 | 2023-10-17 22:11:56 +0530 | [diff] [blame] | 9 | from frappe.contacts.doctype.address.address import get_company_address, get_default_address |
Suraj Shetty | 7ed37ae | 2018-12-19 19:56:42 +0530 | [diff] [blame] | 10 | from frappe.core.doctype.user_permission.user_permission import get_permitted_documents |
Rushabh Mehta | 919a74a | 2017-06-22 16:37:04 +0530 | [diff] [blame] | 11 | from frappe.model.utils import get_fetch_values |
ruthra kumar | 0dc5e5c | 2023-08-21 08:46:55 +0530 | [diff] [blame] | 12 | from frappe.query_builder.functions import Abs, Date, Sum |
Chillar Anand | 915b343 | 2021-09-02 16:44:59 +0530 | [diff] [blame] | 13 | from frappe.utils import ( |
| 14 | add_days, |
| 15 | add_months, |
| 16 | add_years, |
| 17 | cint, |
| 18 | cstr, |
| 19 | date_diff, |
| 20 | flt, |
| 21 | formatdate, |
| 22 | get_last_day, |
| 23 | get_timestamp, |
| 24 | getdate, |
| 25 | nowdate, |
| 26 | ) |
tunde | 4a263c7 | 2017-08-02 22:20:35 +0100 | [diff] [blame] | 27 | |
Chillar Anand | 915b343 | 2021-09-02 16:44:59 +0530 | [diff] [blame] | 28 | import erpnext |
| 29 | from erpnext import get_company_currency |
| 30 | from erpnext.accounts.utils import get_fiscal_year |
| 31 | from erpnext.exceptions import InvalidAccountCurrency, PartyDisabled, PartyFrozen |
Sagar Vora | 4205f56 | 2023-07-24 18:37:36 +0530 | [diff] [blame] | 32 | from erpnext.utilities.regional import temporary_flag |
Chillar Anand | 915b343 | 2021-09-02 16:44:59 +0530 | [diff] [blame] | 33 | |
Vishakh Desai | c2bda2c | 2023-11-09 18:26:34 +0530 | [diff] [blame] | 34 | PURCHASE_TRANSACTION_TYPES = { |
| 35 | "Supplier Quotation", |
| 36 | "Purchase Order", |
| 37 | "Purchase Receipt", |
| 38 | "Purchase Invoice", |
| 39 | } |
Sagar Vora | 5c06620 | 2023-03-13 14:02:50 +0000 | [diff] [blame] | 40 | SALES_TRANSACTION_TYPES = { |
| 41 | "Quotation", |
| 42 | "Sales Order", |
| 43 | "Delivery Note", |
| 44 | "Sales Invoice", |
| 45 | "POS Invoice", |
| 46 | } |
| 47 | TRANSACTION_TYPES = PURCHASE_TRANSACTION_TYPES | SALES_TRANSACTION_TYPES |
| 48 | |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 49 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 50 | class DuplicatePartyAccountError(frappe.ValidationError): |
| 51 | pass |
| 52 | |
Nabin Hait | 1609933 | 2015-09-03 16:03:07 +0530 | [diff] [blame] | 53 | |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 54 | @frappe.whitelist() |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 55 | def get_party_details( |
| 56 | party=None, |
| 57 | account=None, |
| 58 | party_type="Customer", |
| 59 | company=None, |
| 60 | posting_date=None, |
| 61 | bill_date=None, |
| 62 | price_list=None, |
| 63 | currency=None, |
| 64 | doctype=None, |
| 65 | ignore_permissions=False, |
| 66 | fetch_payment_terms_template=True, |
| 67 | party_address=None, |
| 68 | company_address=None, |
| 69 | shipping_address=None, |
| 70 | pos_profile=None, |
| 71 | ): |
Anand Doshi | 201dbbd | 2014-02-20 15:21:53 +0530 | [diff] [blame] | 72 | |
Rushabh Mehta | d7a5b73 | 2015-04-01 23:38:13 +0530 | [diff] [blame] | 73 | if not party: |
| 74 | return {} |
Nabin Hait | 5ef121b | 2015-06-08 12:26:52 +0530 | [diff] [blame] | 75 | if not frappe.db.exists(party_type, party): |
| 76 | frappe.throw(_("{0}: {1} does not exists").format(party_type, party)) |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 77 | return _get_party_details( |
| 78 | party, |
| 79 | account, |
| 80 | party_type, |
| 81 | company, |
| 82 | posting_date, |
| 83 | bill_date, |
| 84 | price_list, |
| 85 | currency, |
| 86 | doctype, |
| 87 | ignore_permissions, |
| 88 | fetch_payment_terms_template, |
| 89 | party_address, |
| 90 | company_address, |
| 91 | shipping_address, |
| 92 | pos_profile, |
| 93 | ) |
Anand Doshi | 201dbbd | 2014-02-20 15:21:53 +0530 | [diff] [blame] | 94 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 95 | |
| 96 | def _get_party_details( |
| 97 | party=None, |
| 98 | account=None, |
| 99 | party_type="Customer", |
| 100 | company=None, |
| 101 | posting_date=None, |
| 102 | bill_date=None, |
| 103 | price_list=None, |
| 104 | currency=None, |
| 105 | doctype=None, |
| 106 | ignore_permissions=False, |
| 107 | fetch_payment_terms_template=True, |
| 108 | party_address=None, |
| 109 | company_address=None, |
| 110 | shipping_address=None, |
| 111 | pos_profile=None, |
| 112 | ): |
| 113 | party_details = frappe._dict( |
| 114 | set_account_and_due_date(party, account, party_type, company, posting_date, bill_date, doctype) |
| 115 | ) |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 116 | party = party_details[party_type.lower()] |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 117 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 118 | if not ignore_permissions and not ( |
| 119 | frappe.has_permission(party_type, "read", party) |
| 120 | or frappe.has_permission(party_type, "select", party) |
| 121 | ): |
Rushabh Mehta | 2d70887 | 2015-11-27 11:35:35 +0530 | [diff] [blame] | 122 | frappe.throw(_("Not permitted for {0}").format(party), frappe.PermissionError) |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 123 | |
Nabin Hait | 365ae27 | 2014-04-03 17:38:54 +0530 | [diff] [blame] | 124 | party = frappe.get_doc(party_type, party) |
Deepesh Garg | b72cdb4 | 2022-01-21 18:00:35 +0530 | [diff] [blame] | 125 | currency = party.get("default_currency") or currency or get_company_currency(company) |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 126 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 127 | party_address, shipping_address = set_address_details( |
| 128 | party_details, |
| 129 | party, |
| 130 | party_type, |
| 131 | doctype, |
| 132 | company, |
| 133 | party_address, |
| 134 | company_address, |
| 135 | shipping_address, |
Ankush Menat | f4d7499 | 2023-10-17 22:11:56 +0530 | [diff] [blame] | 136 | ignore_permissions=ignore_permissions, |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 137 | ) |
Deepesh Garg | cf9347d | 2020-03-31 17:28:43 +0530 | [diff] [blame] | 138 | set_contact_details(party_details, party, party_type) |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 139 | set_other_values(party_details, party, party_type) |
| 140 | set_price_list(party_details, party, party_type, price_list, pos_profile) |
Anand Doshi | 13ae548 | 2014-04-10 18:40:57 +0530 | [diff] [blame] | 141 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 142 | tax_template = set_taxes( |
| 143 | party.name, |
| 144 | party_type, |
| 145 | posting_date, |
| 146 | company, |
| 147 | customer_group=party_details.customer_group, |
| 148 | supplier_group=party_details.supplier_group, |
| 149 | tax_category=party_details.tax_category, |
| 150 | billing_address=party_address, |
| 151 | shipping_address=shipping_address, |
| 152 | ) |
Deepesh Garg | f12be30 | 2021-11-30 20:34:53 +0530 | [diff] [blame] | 153 | |
| 154 | if tax_template: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 155 | party_details["taxes_and_charges"] = tax_template |
rohitwaghchaure | 3ffe896 | 2018-07-13 17:40:48 +0530 | [diff] [blame] | 156 | |
Deepesh Garg | bcf56e6 | 2021-08-06 23:53:16 +0530 | [diff] [blame] | 157 | if cint(fetch_payment_terms_template): |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 158 | party_details["payment_terms_template"] = get_payment_terms_template( |
| 159 | party.name, party_type, company |
| 160 | ) |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 161 | |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 162 | if not party_details.get("currency"): |
| 163 | party_details["currency"] = currency |
Anand Doshi | 13ae548 | 2014-04-10 18:40:57 +0530 | [diff] [blame] | 164 | |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 165 | # sales team |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 166 | if party_type == "Customer": |
| 167 | party_details["sales_team"] = [ |
| 168 | { |
| 169 | "sales_person": d.sales_person, |
| 170 | "allocated_percentage": d.allocated_percentage or None, |
| 171 | "commission_rate": d.commission_rate, |
| 172 | } |
| 173 | for d in party.get("sales_team") |
| 174 | ] |
Anand Doshi | 13ae548 | 2014-04-10 18:40:57 +0530 | [diff] [blame] | 175 | |
Zarrar | 7f8024c | 2018-08-01 17:45:05 +0530 | [diff] [blame] | 176 | # supplier tax withholding category |
| 177 | if party_type == "Supplier" and party: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 178 | party_details["supplier_tds"] = frappe.get_value( |
| 179 | party_type, party.name, "tax_withholding_category" |
| 180 | ) |
Zarrar | 7f8024c | 2018-08-01 17:45:05 +0530 | [diff] [blame] | 181 | |
Vishal Dhayagude | 7aafc90 | 2023-03-28 16:48:03 +0530 | [diff] [blame] | 182 | if not party_details.get("tax_category") and pos_profile: |
| 183 | party_details["tax_category"] = frappe.get_value("POS Profile", pos_profile, "tax_category") |
| 184 | |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 185 | return party_details |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 186 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 187 | |
| 188 | def set_address_details( |
| 189 | party_details, |
| 190 | party, |
| 191 | party_type, |
| 192 | doctype=None, |
| 193 | company=None, |
| 194 | party_address=None, |
| 195 | company_address=None, |
| 196 | shipping_address=None, |
Ankush Menat | f4d7499 | 2023-10-17 22:11:56 +0530 | [diff] [blame] | 197 | *, |
Dany Robert | f34ffc2 | 2023-11-20 11:10:56 +0000 | [diff] [blame] | 198 | ignore_permissions=False, |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 199 | ): |
| 200 | billing_address_field = ( |
| 201 | "customer_address" if party_type == "Lead" else party_type.lower() + "_address" |
| 202 | ) |
| 203 | party_details[billing_address_field] = party_address or get_default_address( |
| 204 | party_type, party.name |
| 205 | ) |
Nabin Hait | 7eba1a3 | 2017-10-02 15:59:27 +0530 | [diff] [blame] | 206 | if doctype: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 207 | party_details.update( |
| 208 | get_fetch_values(doctype, billing_address_field, party_details[billing_address_field]) |
| 209 | ) |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 210 | # address display |
Ankush Menat | f4d7499 | 2023-10-17 22:11:56 +0530 | [diff] [blame] | 211 | party_details.address_display = render_address( |
| 212 | party_details[billing_address_field], check_permissions=not ignore_permissions |
| 213 | ) |
Nabin Hait | 9d1f077 | 2014-02-19 17:43:24 +0530 | [diff] [blame] | 214 | # shipping address |
| 215 | if party_type in ["Customer", "Lead"]: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 216 | party_details.shipping_address_name = shipping_address or get_party_shipping_address( |
| 217 | party_type, party.name |
| 218 | ) |
Ankush Menat | f4d7499 | 2023-10-17 22:11:56 +0530 | [diff] [blame] | 219 | party_details.shipping_address = render_address( |
| 220 | party_details["shipping_address_name"], check_permissions=not ignore_permissions |
| 221 | ) |
Nabin Hait | 7eba1a3 | 2017-10-02 15:59:27 +0530 | [diff] [blame] | 222 | if doctype: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 223 | party_details.update( |
| 224 | get_fetch_values(doctype, "shipping_address_name", party_details.shipping_address_name) |
| 225 | ) |
Rushabh Mehta | 919a74a | 2017-06-22 16:37:04 +0530 | [diff] [blame] | 226 | |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 227 | if company_address: |
Sagar Vora | a3625b3 | 2022-07-29 12:41:40 +0530 | [diff] [blame] | 228 | party_details.company_address = company_address |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 229 | else: |
| 230 | party_details.update(get_company_address(company)) |
Shreya Shah | 4fa600a | 2018-06-05 11:27:53 +0530 | [diff] [blame] | 231 | |
Sagar Vora | 5c06620 | 2023-03-13 14:02:50 +0000 | [diff] [blame] | 232 | if doctype in SALES_TRANSACTION_TYPES and party_details.company_address: |
| 233 | party_details.update(get_fetch_values(doctype, "company_address", party_details.company_address)) |
Shreya Shah | 4fa600a | 2018-06-05 11:27:53 +0530 | [diff] [blame] | 234 | |
Sagar Vora | 5c06620 | 2023-03-13 14:02:50 +0000 | [diff] [blame] | 235 | if doctype in PURCHASE_TRANSACTION_TYPES: |
Sagar Vora | a3625b3 | 2022-07-29 12:41:40 +0530 | [diff] [blame] | 236 | if shipping_address: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 237 | party_details.update( |
Sagar Vora | a3625b3 | 2022-07-29 12:41:40 +0530 | [diff] [blame] | 238 | shipping_address=shipping_address, |
Vishakh Desai | 45299fe | 2023-11-18 17:10:01 +0530 | [diff] [blame] | 239 | shipping_address_display=render_address( |
| 240 | shipping_address, check_permissions=not ignore_permissions |
| 241 | ), |
Dany Robert | f34ffc2 | 2023-11-20 11:10:56 +0000 | [diff] [blame] | 242 | **get_fetch_values(doctype, "shipping_address", shipping_address), |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 243 | ) |
Sagar Vora | a3625b3 | 2022-07-29 12:41:40 +0530 | [diff] [blame] | 244 | |
| 245 | if party_details.company_address: |
| 246 | # billing address |
| 247 | party_details.update( |
| 248 | billing_address=party_details.company_address, |
| 249 | billing_address_display=( |
Ankush Menat | f4d7499 | 2023-10-17 22:11:56 +0530 | [diff] [blame] | 250 | party_details.company_address_display |
| 251 | or render_address(party_details.company_address, check_permissions=False) |
Sagar Vora | a3625b3 | 2022-07-29 12:41:40 +0530 | [diff] [blame] | 252 | ), |
Dany Robert | f34ffc2 | 2023-11-20 11:10:56 +0000 | [diff] [blame] | 253 | **get_fetch_values(doctype, "billing_address", party_details.company_address), |
Sagar Vora | a3625b3 | 2022-07-29 12:41:40 +0530 | [diff] [blame] | 254 | ) |
| 255 | |
| 256 | # shipping address - if not already set |
| 257 | if not party_details.shipping_address: |
| 258 | party_details.update( |
| 259 | shipping_address=party_details.billing_address, |
| 260 | shipping_address_display=party_details.billing_address_display, |
Dany Robert | f34ffc2 | 2023-11-20 11:10:56 +0000 | [diff] [blame] | 261 | **get_fetch_values(doctype, "shipping_address", party_details.billing_address), |
Sagar Vora | a3625b3 | 2022-07-29 12:41:40 +0530 | [diff] [blame] | 262 | ) |
| 263 | |
Sagar Vora | 5c06620 | 2023-03-13 14:02:50 +0000 | [diff] [blame] | 264 | party_address, shipping_address = ( |
| 265 | party_details.get(billing_address_field), |
| 266 | party_details.shipping_address_name, |
| 267 | ) |
| 268 | |
| 269 | party_details["tax_category"] = get_address_tax_category( |
| 270 | party.get("tax_category"), |
| 271 | party_address, |
| 272 | shipping_address if party_type != "Supplier" else party_address, |
| 273 | ) |
| 274 | |
| 275 | if doctype in TRANSACTION_TYPES: |
Sagar Vora | 4205f56 | 2023-07-24 18:37:36 +0530 | [diff] [blame] | 276 | with temporary_flag("company", company): |
| 277 | get_regional_address_details(party_details, doctype, company) |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 278 | |
Sagar Vora | 5c06620 | 2023-03-13 14:02:50 +0000 | [diff] [blame] | 279 | return party_address, shipping_address |
Saif Ur Rehman | 6778668 | 2018-12-27 02:11:07 +0500 | [diff] [blame] | 280 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 281 | |
Shreya Shah | 4fa600a | 2018-06-05 11:27:53 +0530 | [diff] [blame] | 282 | @erpnext.allow_regional |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 283 | def get_regional_address_details(party_details, doctype, company): |
Shreya Shah | 4fa600a | 2018-06-05 11:27:53 +0530 | [diff] [blame] | 284 | pass |
Anand Doshi | 13ae548 | 2014-04-10 18:40:57 +0530 | [diff] [blame] | 285 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 286 | |
Deepesh Garg | cf9347d | 2020-03-31 17:28:43 +0530 | [diff] [blame] | 287 | def set_contact_details(party_details, party, party_type): |
| 288 | party_details.contact_person = get_default_contact(party_type, party.name) |
Anand Doshi | 13ae548 | 2014-04-10 18:40:57 +0530 | [diff] [blame] | 289 | |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 290 | if not party_details.contact_person: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 291 | party_details.update( |
| 292 | { |
| 293 | "contact_person": None, |
| 294 | "contact_display": None, |
| 295 | "contact_email": None, |
| 296 | "contact_mobile": None, |
| 297 | "contact_phone": None, |
| 298 | "contact_designation": None, |
| 299 | "contact_department": None, |
| 300 | } |
| 301 | ) |
Neil Trini Lasrado | fe2ffae | 2015-07-08 18:16:51 +0530 | [diff] [blame] | 302 | else: |
rohitwaghchaure | 2851a41 | 2023-10-18 16:31:35 +0530 | [diff] [blame] | 303 | fields = [ |
| 304 | "name as contact_person", |
| 305 | "full_name as contact_display", |
| 306 | "email_id as contact_email", |
| 307 | "mobile_no as contact_mobile", |
| 308 | "phone as contact_phone", |
| 309 | "designation as contact_designation", |
| 310 | "department as contact_department", |
| 311 | ] |
| 312 | |
| 313 | contact_details = frappe.db.get_value( |
| 314 | "Contact", party_details.contact_person, fields, as_dict=True |
| 315 | ) |
| 316 | |
| 317 | party_details.update(contact_details) |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 318 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 319 | |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 320 | def set_other_values(party_details, party, party_type): |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 321 | # copy |
ChillarAnand | 9ace7d6 | 2022-03-07 16:53:59 +0530 | [diff] [blame] | 322 | if party_type == "Customer": |
saurabh | 8e49951 | 2016-02-19 11:08:45 +0530 | [diff] [blame] | 323 | to_copy = ["customer_name", "customer_group", "territory", "language"] |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 324 | else: |
Zlash65 | 8907078 | 2018-04-19 18:37:29 +0530 | [diff] [blame] | 325 | to_copy = ["supplier_name", "supplier_group", "language"] |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 326 | for f in to_copy: |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 327 | party_details[f] = party.get(f) |
Anand Doshi | 13ae548 | 2014-04-10 18:40:57 +0530 | [diff] [blame] | 328 | |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 329 | # fields prepended with default in Customer doctype |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 330 | for f in ["currency"] + ( |
| 331 | ["sales_partner", "commission_rate"] if party_type == "Customer" else [] |
| 332 | ): |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 333 | if party.get("default_" + f): |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 334 | party_details[f] = party.get("default_" + f) |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 335 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 336 | |
Rushabh Mehta | 72fbf90 | 2015-09-17 18:29:44 +0530 | [diff] [blame] | 337 | def get_default_price_list(party): |
| 338 | """Return default price list for party (Document object)""" |
Nabin Hait | 34c551d | 2019-07-03 10:34:31 +0530 | [diff] [blame] | 339 | if party.get("default_price_list"): |
Rushabh Mehta | 72fbf90 | 2015-09-17 18:29:44 +0530 | [diff] [blame] | 340 | return party.default_price_list |
| 341 | |
| 342 | if party.doctype == "Customer": |
Daizy Modi | 27df455 | 2022-11-03 13:38:48 +0530 | [diff] [blame] | 343 | return frappe.get_cached_value("Customer Group", party.customer_group, "default_price_list") |
Rushabh Mehta | 72fbf90 | 2015-09-17 18:29:44 +0530 | [diff] [blame] | 344 | |
Rushabh Mehta | 72fbf90 | 2015-09-17 18:29:44 +0530 | [diff] [blame] | 345 | |
Deepesh Garg | 6e2c13f | 2019-12-10 15:55:05 +0530 | [diff] [blame] | 346 | def set_price_list(party_details, party, party_type, given_price_list, pos=None): |
Anand Doshi | 13ae548 | 2014-04-10 18:40:57 +0530 | [diff] [blame] | 347 | # price list |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 348 | price_list = get_permitted_documents("Price List") |
rohitwaghchaure | 5210761 | 2020-05-05 12:12:33 +0530 | [diff] [blame] | 349 | |
Faris Ansari | 64f01bd | 2020-04-14 11:51:48 +0530 | [diff] [blame] | 350 | # if there is only one permitted document based on user permissions, set it |
| 351 | if price_list and len(price_list) == 1: |
Suraj Shetty | dcc90e3 | 2018-05-04 17:52:57 +0530 | [diff] [blame] | 352 | price_list = price_list[0] |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 353 | elif pos and party_type == "Customer": |
| 354 | customer_price_list = frappe.get_value("Customer", party.name, "default_price_list") |
deepeshgarg007 | c48efab | 2019-01-24 17:15:38 +0530 | [diff] [blame] | 355 | |
| 356 | if customer_price_list: |
| 357 | price_list = customer_price_list |
| 358 | else: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 359 | pos_price_list = frappe.get_value("POS Profile", pos, "selling_price_list") |
deepeshgarg007 | 1f9a6fe | 2019-01-25 11:53:55 +0530 | [diff] [blame] | 360 | price_list = pos_price_list or given_price_list |
Suraj Shetty | dcc90e3 | 2018-05-04 17:52:57 +0530 | [diff] [blame] | 361 | else: |
| 362 | price_list = get_default_price_list(party) or given_price_list |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 363 | |
| 364 | if price_list: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 365 | party_details.price_list_currency = frappe.db.get_value( |
| 366 | "Price List", price_list, "currency", cache=True |
| 367 | ) |
Anand Doshi | 13ae548 | 2014-04-10 18:40:57 +0530 | [diff] [blame] | 368 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 369 | party_details[ |
| 370 | "selling_price_list" if party.doctype == "Customer" else "buying_price_list" |
| 371 | ] = price_list |
Anand Doshi | 13ae548 | 2014-04-10 18:40:57 +0530 | [diff] [blame] | 372 | |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 373 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 374 | def set_account_and_due_date( |
| 375 | party, account, party_type, company, posting_date, bill_date, doctype |
| 376 | ): |
Saqib | a6f98d4 | 2020-07-23 18:51:26 +0530 | [diff] [blame] | 377 | if doctype not in ["POS Invoice", "Sales Invoice", "Purchase Invoice"]: |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 378 | # not an invoice |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 379 | return {party_type.lower(): party} |
Anand Doshi | 13ae548 | 2014-04-10 18:40:57 +0530 | [diff] [blame] | 380 | |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 381 | if party: |
Anand Doshi | b20baf8 | 2015-09-25 16:17:50 +0530 | [diff] [blame] | 382 | account = get_party_account(party_type, party, company) |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 383 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 384 | account_fieldname = "debit_to" if party_type == "Customer" else "credit_to" |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 385 | out = { |
| 386 | party_type.lower(): party, |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 387 | account_fieldname: account, |
| 388 | "due_date": get_due_date(posting_date, party_type, party, company, bill_date), |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 389 | } |
Shreya Shah | 3a9eec2 | 2018-02-16 13:05:21 +0530 | [diff] [blame] | 390 | |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 391 | return out |
Rushabh Mehta | 361df89 | 2015-09-18 12:59:51 +0530 | [diff] [blame] | 392 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 393 | |
Nabin Hait | db030d1 | 2014-09-10 17:11:30 +0530 | [diff] [blame] | 394 | @frappe.whitelist() |
Gursheen Anand | 7591f10 | 2023-06-12 11:06:03 +0530 | [diff] [blame] | 395 | def get_party_account(party_type, party=None, company=None, include_advance=False): |
Rushabh Mehta | 364054a | 2015-02-21 14:39:35 +0530 | [diff] [blame] | 396 | """Returns the account for the given `party`. |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 397 | Will first search in party (Customer / Supplier) record, if not found, |
| 398 | will search in group (Customer Group / Supplier Group), |
| 399 | finally will return default.""" |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 400 | if not company: |
Anand Doshi | b20baf8 | 2015-09-25 16:17:50 +0530 | [diff] [blame] | 401 | frappe.throw(_("Please select a Company")) |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 402 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 403 | if not party and party_type in ["Customer", "Supplier"]: |
| 404 | default_account_name = ( |
| 405 | "default_receivable_account" if party_type == "Customer" else "default_payable_account" |
| 406 | ) |
Deepesh Garg | 8864857 | 2021-11-12 12:39:30 +0530 | [diff] [blame] | 407 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 408 | return frappe.get_cached_value("Company", company, default_account_name) |
Saurabh | 0f86d86 | 2017-11-10 19:21:09 +0530 | [diff] [blame] | 409 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 410 | account = frappe.db.get_value( |
| 411 | "Party Account", {"parenttype": party_type, "parent": party, "company": company}, "account" |
| 412 | ) |
Saurabh | 0f86d86 | 2017-11-10 19:21:09 +0530 | [diff] [blame] | 413 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 414 | if not account and party_type in ["Customer", "Supplier"]: |
| 415 | party_group_doctype = "Customer Group" if party_type == "Customer" else "Supplier Group" |
Nabin Hait | 9a33bc6 | 2018-08-09 10:47:09 +0530 | [diff] [blame] | 416 | group = frappe.get_cached_value(party_type, party, scrub(party_group_doctype)) |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 417 | account = frappe.db.get_value( |
| 418 | "Party Account", |
| 419 | {"parenttype": party_group_doctype, "parent": group, "company": company}, |
| 420 | "account", |
| 421 | ) |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 422 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 423 | if not account and party_type in ["Customer", "Supplier"]: |
| 424 | default_account_name = ( |
| 425 | "default_receivable_account" if party_type == "Customer" else "default_payable_account" |
| 426 | ) |
| 427 | account = frappe.get_cached_value("Company", company, default_account_name) |
Rushabh Mehta | 364054a | 2015-02-21 14:39:35 +0530 | [diff] [blame] | 428 | |
Saurabh | 0f86d86 | 2017-11-10 19:21:09 +0530 | [diff] [blame] | 429 | existing_gle_currency = get_party_gle_currency(party_type, party, company) |
| 430 | if existing_gle_currency: |
| 431 | if account: |
Daizy Modi | 010bd9c | 2022-11-03 14:36:48 +0530 | [diff] [blame] | 432 | account_currency = frappe.get_cached_value("Account", account, "account_currency") |
Saurabh | 0f86d86 | 2017-11-10 19:21:09 +0530 | [diff] [blame] | 433 | if (account and account_currency != existing_gle_currency) or not account: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 434 | account = get_party_gle_account(party_type, party, company) |
Rushabh Mehta | b92087c | 2017-01-13 18:53:11 +0530 | [diff] [blame] | 435 | |
RitvikSardana | d2f03c8 | 2023-09-05 12:00:54 +0530 | [diff] [blame] | 436 | if include_advance and party_type in ["Customer", "Supplier", "Student"]: |
Gursheen Anand | 7591f10 | 2023-06-12 11:06:03 +0530 | [diff] [blame] | 437 | advance_account = get_party_advance_account(party_type, party, company) |
Deepesh Garg | 92f845c | 2023-06-21 12:21:19 +0530 | [diff] [blame] | 438 | if advance_account: |
| 439 | return [account, advance_account] |
| 440 | else: |
| 441 | return [account] |
| 442 | |
Saurabh | 0f86d86 | 2017-11-10 19:21:09 +0530 | [diff] [blame] | 443 | return account |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 444 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 445 | |
Gursheen Anand | 7461926 | 2023-06-02 17:13:51 +0530 | [diff] [blame] | 446 | def get_party_advance_account(party_type, party, company): |
Gursheen Anand | 7461926 | 2023-06-02 17:13:51 +0530 | [diff] [blame] | 447 | account = frappe.db.get_value( |
Gursheen Anand | 4ee1637 | 2023-06-08 13:15:23 +0530 | [diff] [blame] | 448 | "Party Account", |
| 449 | {"parenttype": party_type, "parent": party, "company": company}, |
| 450 | "advance_account", |
Gursheen Anand | 7461926 | 2023-06-02 17:13:51 +0530 | [diff] [blame] | 451 | ) |
| 452 | |
| 453 | if not account: |
| 454 | party_group_doctype = "Customer Group" if party_type == "Customer" else "Supplier Group" |
| 455 | group = frappe.get_cached_value(party_type, party, scrub(party_group_doctype)) |
| 456 | account = frappe.db.get_value( |
| 457 | "Party Account", |
| 458 | {"parenttype": party_group_doctype, "parent": group, "company": company}, |
Gursheen Anand | 4ee1637 | 2023-06-08 13:15:23 +0530 | [diff] [blame] | 459 | "advance_account", |
Gursheen Anand | 7461926 | 2023-06-02 17:13:51 +0530 | [diff] [blame] | 460 | ) |
Gursheen Anand | 4ee1637 | 2023-06-08 13:15:23 +0530 | [diff] [blame] | 461 | |
Gursheen Anand | 7461926 | 2023-06-02 17:13:51 +0530 | [diff] [blame] | 462 | if not account: |
Gursheen Anand | a06017c | 2023-06-12 15:24:53 +0530 | [diff] [blame] | 463 | account_name = ( |
| 464 | "default_advance_received_account" |
| 465 | if party_type == "Customer" |
| 466 | else "default_advance_paid_account" |
| 467 | ) |
| 468 | account = frappe.get_cached_value("Company", company, account_name) |
Gursheen Anand | 7461926 | 2023-06-02 17:13:51 +0530 | [diff] [blame] | 469 | |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 470 | return account |
Anand Doshi | b20baf8 | 2015-09-25 16:17:50 +0530 | [diff] [blame] | 471 | |
| 472 | |
rohitwaghchaure | 713cfc7 | 2018-09-11 17:40:37 +0530 | [diff] [blame] | 473 | @frappe.whitelist() |
| 474 | def get_party_bank_account(party_type, party): |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 475 | return frappe.db.get_value( |
| 476 | "Bank Account", {"party_type": party_type, "party": party, "is_default": 1} |
| 477 | ) |
| 478 | |
rohitwaghchaure | 713cfc7 | 2018-09-11 17:40:37 +0530 | [diff] [blame] | 479 | |
Anand Doshi | b20baf8 | 2015-09-25 16:17:50 +0530 | [diff] [blame] | 480 | def get_party_account_currency(party_type, party, company): |
| 481 | def generator(): |
| 482 | party_account = get_party_account(party_type, party, company) |
Daizy Modi | 010bd9c | 2022-11-03 14:36:48 +0530 | [diff] [blame] | 483 | return frappe.get_cached_value("Account", party_account, "account_currency") |
Anand Doshi | b20baf8 | 2015-09-25 16:17:50 +0530 | [diff] [blame] | 484 | |
| 485 | return frappe.local_cache("party_account_currency", (party_type, party, company), generator) |
| 486 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 487 | |
Anand Doshi | 4945b94 | 2015-09-30 16:41:15 +0530 | [diff] [blame] | 488 | def get_party_gle_currency(party_type, party, company): |
| 489 | def generator(): |
ruthra kumar | 8d9b90f | 2023-10-27 12:37:37 +0530 | [diff] [blame] | 490 | gl = qb.DocType("GL Entry") |
| 491 | existing_gle_currency = ( |
| 492 | qb.from_(gl) |
| 493 | .select(gl.account_currency) |
| 494 | .where( |
| 495 | (gl.docstatus == 1) |
| 496 | & (gl.company == company) |
| 497 | & (gl.party_type == party_type) |
| 498 | & (gl.party == party) |
| 499 | & (gl.is_cancelled == 0) |
| 500 | ) |
| 501 | .limit(1) |
| 502 | .run() |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 503 | ) |
Anand Doshi | 4945b94 | 2015-09-30 16:41:15 +0530 | [diff] [blame] | 504 | |
| 505 | return existing_gle_currency[0][0] if existing_gle_currency else None |
| 506 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 507 | return frappe.local_cache( |
| 508 | "party_gle_currency", (party_type, party, company), generator, regenerate_if_none=True |
| 509 | ) |
| 510 | |
Rushabh Mehta | b92087c | 2017-01-13 18:53:11 +0530 | [diff] [blame] | 511 | |
Nabin Hait | 16d6959 | 2016-06-28 16:15:58 +0530 | [diff] [blame] | 512 | def get_party_gle_account(party_type, party, company): |
| 513 | def generator(): |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 514 | existing_gle_account = frappe.db.sql( |
| 515 | """select account from `tabGL Entry` |
Nabin Hait | 16d6959 | 2016-06-28 16:15:58 +0530 | [diff] [blame] | 516 | where docstatus=1 and company=%(company)s and party_type=%(party_type)s and party=%(party)s |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 517 | limit 1""", |
| 518 | {"company": company, "party_type": party_type, "party": party}, |
| 519 | ) |
Nabin Hait | 16d6959 | 2016-06-28 16:15:58 +0530 | [diff] [blame] | 520 | |
| 521 | return existing_gle_account[0][0] if existing_gle_account else None |
| 522 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 523 | return frappe.local_cache( |
| 524 | "party_gle_account", (party_type, party, company), generator, regenerate_if_none=True |
| 525 | ) |
| 526 | |
Anand Doshi | 4945b94 | 2015-09-30 16:41:15 +0530 | [diff] [blame] | 527 | |
Anand Doshi | d8bc40d | 2015-10-22 17:54:50 +0530 | [diff] [blame] | 528 | def validate_party_gle_currency(party_type, party, company, party_account_currency=None): |
Anand Doshi | 4945b94 | 2015-09-30 16:41:15 +0530 | [diff] [blame] | 529 | """Validate party account currency with existing GL Entry's currency""" |
Anand Doshi | d8bc40d | 2015-10-22 17:54:50 +0530 | [diff] [blame] | 530 | if not party_account_currency: |
| 531 | party_account_currency = get_party_account_currency(party_type, party, company) |
| 532 | |
Anand Doshi | 4945b94 | 2015-09-30 16:41:15 +0530 | [diff] [blame] | 533 | existing_gle_currency = get_party_gle_currency(party_type, party, company) |
| 534 | |
| 535 | if existing_gle_currency and party_account_currency != existing_gle_currency: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 536 | frappe.throw( |
| 537 | _( |
| 538 | "{0} {1} has accounting entries in currency {2} for company {3}. Please select a receivable or payable account with currency {2}." |
| 539 | ).format( |
| 540 | frappe.bold(party_type), |
| 541 | frappe.bold(party), |
| 542 | frappe.bold(existing_gle_currency), |
| 543 | frappe.bold(company), |
| 544 | ), |
| 545 | InvalidAccountCurrency, |
| 546 | ) |
| 547 | |
Anand Doshi | 4945b94 | 2015-09-30 16:41:15 +0530 | [diff] [blame] | 548 | |
Anand Doshi | da98ab6 | 2015-09-28 15:13:38 +0530 | [diff] [blame] | 549 | def validate_party_accounts(doc): |
Deepesh Garg | 5a2b571 | 2022-02-18 20:05:49 +0530 | [diff] [blame] | 550 | from erpnext.controllers.accounts_controller import validate_account_head |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 551 | |
Anand Doshi | da98ab6 | 2015-09-28 15:13:38 +0530 | [diff] [blame] | 552 | companies = [] |
| 553 | |
| 554 | for account in doc.get("accounts"): |
| 555 | if account.company in companies: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 556 | frappe.throw( |
| 557 | _("There can only be 1 Account per Company in {0} {1}").format(doc.doctype, doc.name), |
| 558 | DuplicatePartyAccountError, |
| 559 | ) |
Anand Doshi | da98ab6 | 2015-09-28 15:13:38 +0530 | [diff] [blame] | 560 | else: |
| 561 | companies.append(account.company) |
Anand Doshi | d8bc40d | 2015-10-22 17:54:50 +0530 | [diff] [blame] | 562 | |
Daizy Modi | 010bd9c | 2022-11-03 14:36:48 +0530 | [diff] [blame] | 563 | party_account_currency = frappe.get_cached_value("Account", account.account, "account_currency") |
hendrik | c257ce8 | 2019-09-05 16:44:09 +0700 | [diff] [blame] | 564 | if frappe.db.get_default("Company"): |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 565 | company_default_currency = frappe.get_cached_value( |
| 566 | "Company", frappe.db.get_default("Company"), "default_currency" |
| 567 | ) |
hendrik | c257ce8 | 2019-09-05 16:44:09 +0700 | [diff] [blame] | 568 | else: |
Daizy Modi | 27df455 | 2022-11-03 13:38:48 +0530 | [diff] [blame] | 569 | company_default_currency = frappe.get_cached_value( |
| 570 | "Company", account.company, "default_currency" |
| 571 | ) |
Anand Doshi | d8bc40d | 2015-10-22 17:54:50 +0530 | [diff] [blame] | 572 | |
Deepesh Garg | 1a2cf5c | 2020-03-28 21:26:16 +0530 | [diff] [blame] | 573 | validate_party_gle_currency(doc.doctype, doc.name, account.company, party_account_currency) |
Anand Doshi | da98ab6 | 2015-09-28 15:13:38 +0530 | [diff] [blame] | 574 | |
rohitwaghchaure | ea092a7 | 2017-02-01 12:02:08 +0530 | [diff] [blame] | 575 | if doc.get("default_currency") and party_account_currency and company_default_currency: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 576 | if ( |
| 577 | doc.default_currency != party_account_currency |
| 578 | and doc.default_currency != company_default_currency |
| 579 | ): |
| 580 | frappe.throw( |
| 581 | _( |
| 582 | "Billing currency must be equal to either default company's currency or party account currency" |
| 583 | ) |
| 584 | ) |
tunde | 3b4bd37 | 2017-08-31 16:28:47 +0100 | [diff] [blame] | 585 | |
Deepesh Garg | 5a2b571 | 2022-02-18 20:05:49 +0530 | [diff] [blame] | 586 | # validate if account is mapped for same company |
Gursheen Anand | 7461926 | 2023-06-02 17:13:51 +0530 | [diff] [blame] | 587 | if account.account: |
| 588 | validate_account_head(account.idx, account.account, account.company) |
| 589 | if account.advance_account: |
| 590 | validate_account_head(account.idx, account.advance_account, account.company) |
Deepesh Garg | 5a2b571 | 2022-02-18 20:05:49 +0530 | [diff] [blame] | 591 | |
rohitwaghchaure | 62fea03 | 2016-03-30 13:24:42 +0530 | [diff] [blame] | 592 | |
Nabin Hait | 4770a1a | 2015-07-09 16:35:46 +0530 | [diff] [blame] | 593 | @frappe.whitelist() |
Shreya Shah | 3a9eec2 | 2018-02-16 13:05:21 +0530 | [diff] [blame] | 594 | def get_due_date(posting_date, party_type, party, company=None, bill_date=None): |
tunde | 3b4bd37 | 2017-08-31 16:28:47 +0100 | [diff] [blame] | 595 | """Get due date from `Payment Terms Template`""" |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 596 | due_date = None |
Shreya Shah | 3a9eec2 | 2018-02-16 13:05:21 +0530 | [diff] [blame] | 597 | if (bill_date or posting_date) and party: |
| 598 | due_date = bill_date or posting_date |
marination | fa085d7 | 2020-10-27 13:18:30 +0530 | [diff] [blame] | 599 | template_name = get_payment_terms_template(party, party_type, company) |
rohitwaghchaure | 3ffe896 | 2018-07-13 17:40:48 +0530 | [diff] [blame] | 600 | |
tunde | 3b4bd37 | 2017-08-31 16:28:47 +0100 | [diff] [blame] | 601 | if template_name: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 602 | due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime( |
| 603 | "%Y-%m-%d" |
| 604 | ) |
tunde | ed86efb | 2017-09-05 01:15:31 +0100 | [diff] [blame] | 605 | else: |
| 606 | if party_type == "Supplier": |
Nabin Hait | 9a33bc6 | 2018-08-09 10:47:09 +0530 | [diff] [blame] | 607 | supplier_group = frappe.get_cached_value(party_type, party, "supplier_group") |
| 608 | template_name = frappe.get_cached_value("Supplier Group", supplier_group, "payment_terms") |
tunde | e5973e4 | 2017-09-05 18:11:58 +0100 | [diff] [blame] | 609 | if template_name: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 610 | due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime( |
| 611 | "%Y-%m-%d" |
| 612 | ) |
Shreya Shah | 3a9eec2 | 2018-02-16 13:05:21 +0530 | [diff] [blame] | 613 | # If due date is calculated from bill_date, check this condition |
| 614 | if getdate(due_date) < getdate(posting_date): |
| 615 | due_date = posting_date |
Anand Doshi | 13ae548 | 2014-04-10 18:40:57 +0530 | [diff] [blame] | 616 | return due_date |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 617 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 618 | |
Shreya Shah | 3a9eec2 | 2018-02-16 13:05:21 +0530 | [diff] [blame] | 619 | def get_due_date_from_template(template_name, posting_date, bill_date): |
tunde | 3b4bd37 | 2017-08-31 16:28:47 +0100 | [diff] [blame] | 620 | """ |
| 621 | Inspects all `Payment Term`s from the a `Payment Terms Template` and returns the due |
| 622 | date after considering all the `Payment Term`s requirements. |
| 623 | :param template_name: Name of the `Payment Terms Template` |
| 624 | :return: String representing the calculated due date |
| 625 | """ |
Shreya Shah | 3a9eec2 | 2018-02-16 13:05:21 +0530 | [diff] [blame] | 626 | due_date = getdate(bill_date or posting_date) |
| 627 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 628 | template = frappe.get_doc("Payment Terms Template", template_name) |
tunde | 3b4bd37 | 2017-08-31 16:28:47 +0100 | [diff] [blame] | 629 | |
| 630 | for term in template.terms: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 631 | if term.due_date_based_on == "Day(s) after invoice date": |
tunde | 3b4bd37 | 2017-08-31 16:28:47 +0100 | [diff] [blame] | 632 | due_date = max(due_date, add_days(due_date, term.credit_days)) |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 633 | elif term.due_date_based_on == "Day(s) after the end of the invoice month": |
tunde | 3b4bd37 | 2017-08-31 16:28:47 +0100 | [diff] [blame] | 634 | due_date = max(due_date, add_days(get_last_day(due_date), term.credit_days)) |
| 635 | else: |
developsessions | ce8a108 | 2023-02-03 11:30:29 +0100 | [diff] [blame] | 636 | due_date = max(due_date, get_last_day(add_months(due_date, term.credit_months))) |
tunde | 3b4bd37 | 2017-08-31 16:28:47 +0100 | [diff] [blame] | 637 | return due_date |
| 638 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 639 | |
| 640 | def validate_due_date( |
| 641 | posting_date, due_date, party_type, party, company=None, bill_date=None, template_name=None |
| 642 | ): |
Nabin Hait | 4770a1a | 2015-07-09 16:35:46 +0530 | [diff] [blame] | 643 | if getdate(due_date) < getdate(posting_date): |
Rohit Waghchaure | d1a85a3 | 2018-11-26 18:42:29 +0530 | [diff] [blame] | 644 | frappe.throw(_("Due Date cannot be before Posting / Supplier Invoice Date")) |
Nabin Hait | 4770a1a | 2015-07-09 16:35:46 +0530 | [diff] [blame] | 645 | else: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 646 | if not template_name: |
| 647 | return |
rohitwaghchaure | 3ffe896 | 2018-07-13 17:40:48 +0530 | [diff] [blame] | 648 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 649 | default_due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime( |
| 650 | "%Y-%m-%d" |
| 651 | ) |
Saurabh | d7897f1 | 2018-07-18 17:08:16 +0530 | [diff] [blame] | 652 | |
Anand Doshi | 0ca587e | 2015-09-25 16:32:14 +0530 | [diff] [blame] | 653 | if not default_due_date: |
| 654 | return |
| 655 | |
Nabin Hait | 93d3c82 | 2015-07-10 17:11:58 +0530 | [diff] [blame] | 656 | if default_due_date != posting_date and getdate(due_date) > getdate(default_due_date): |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 657 | is_credit_controller = ( |
| 658 | frappe.db.get_single_value("Accounts Settings", "credit_controller") in frappe.get_roles() |
| 659 | ) |
Nabin Hait | 4770a1a | 2015-07-09 16:35:46 +0530 | [diff] [blame] | 660 | if is_credit_controller: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 661 | msgprint( |
| 662 | _("Note: Due / Reference Date exceeds allowed customer credit days by {0} day(s)").format( |
| 663 | date_diff(due_date, default_due_date) |
| 664 | ) |
| 665 | ) |
Nabin Hait | 4770a1a | 2015-07-09 16:35:46 +0530 | [diff] [blame] | 666 | else: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 667 | frappe.throw( |
| 668 | _("Due / Reference Date cannot be after {0}").format(formatdate(default_due_date)) |
| 669 | ) |
| 670 | |
Rushabh Mehta | 361df89 | 2015-09-18 12:59:51 +0530 | [diff] [blame] | 671 | |
Neil Trini Lasrado | 09f9c96 | 2015-08-26 10:41:31 +0530 | [diff] [blame] | 672 | @frappe.whitelist() |
Nabin Hait | 16a7ec9 | 2019-09-05 13:01:15 +0530 | [diff] [blame] | 673 | def get_address_tax_category(tax_category=None, billing_address=None, shipping_address=None): |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 674 | addr_tax_category_from = frappe.db.get_single_value( |
| 675 | "Accounts Settings", "determine_address_tax_category_from" |
| 676 | ) |
Saif Ur Rehman | fd531a6 | 2018-12-29 01:49:11 +0500 | [diff] [blame] | 677 | if addr_tax_category_from == "Shipping Address": |
| 678 | if shipping_address: |
| 679 | tax_category = frappe.db.get_value("Address", shipping_address, "tax_category") or tax_category |
| 680 | else: |
| 681 | if billing_address: |
| 682 | tax_category = frappe.db.get_value("Address", billing_address, "tax_category") or tax_category |
| 683 | |
| 684 | return cstr(tax_category) |
Saif Ur Rehman | 6778668 | 2018-12-27 02:11:07 +0500 | [diff] [blame] | 685 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 686 | |
Neil Trini Lasrado | 09f9c96 | 2015-08-26 10:41:31 +0530 | [diff] [blame] | 687 | @frappe.whitelist() |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 688 | def set_taxes( |
| 689 | party, |
| 690 | party_type, |
| 691 | posting_date, |
| 692 | company, |
| 693 | customer_group=None, |
| 694 | supplier_group=None, |
| 695 | tax_category=None, |
| 696 | billing_address=None, |
| 697 | shipping_address=None, |
| 698 | use_for_shopping_cart=None, |
| 699 | ): |
Chillar Anand | 915b343 | 2021-09-02 16:44:59 +0530 | [diff] [blame] | 700 | from erpnext.accounts.doctype.tax_rule.tax_rule import get_party_details, get_tax_template |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 701 | |
| 702 | args = {party_type.lower(): party, "company": company} |
Rushabh Mehta | 361df89 | 2015-09-18 12:59:51 +0530 | [diff] [blame] | 703 | |
Saif Ur Rehman | 6778668 | 2018-12-27 02:11:07 +0500 | [diff] [blame] | 704 | if tax_category: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 705 | args["tax_category"] = tax_category |
Saif Ur Rehman | 6778668 | 2018-12-27 02:11:07 +0500 | [diff] [blame] | 706 | |
Rushabh Mehta | 3c14c5a | 2017-09-29 13:21:22 +0530 | [diff] [blame] | 707 | if customer_group: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 708 | args["customer_group"] = customer_group |
Rushabh Mehta | 3c14c5a | 2017-09-29 13:21:22 +0530 | [diff] [blame] | 709 | |
Zlash65 | 8907078 | 2018-04-19 18:37:29 +0530 | [diff] [blame] | 710 | if supplier_group: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 711 | args["supplier_group"] = supplier_group |
Rushabh Mehta | 3c14c5a | 2017-09-29 13:21:22 +0530 | [diff] [blame] | 712 | |
Neil Trini Lasrado | 09f9c96 | 2015-08-26 10:41:31 +0530 | [diff] [blame] | 713 | if billing_address or shipping_address: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 714 | args.update( |
| 715 | get_party_details( |
| 716 | party, party_type, {"billing_address": billing_address, "shipping_address": shipping_address} |
| 717 | ) |
| 718 | ) |
Neil Trini Lasrado | 09f9c96 | 2015-08-26 10:41:31 +0530 | [diff] [blame] | 719 | else: |
| 720 | args.update(get_party_details(party, party_type)) |
Rushabh Mehta | 361df89 | 2015-09-18 12:59:51 +0530 | [diff] [blame] | 721 | |
Nabin Hait | 47ce6de | 2023-06-06 15:19:04 +0530 | [diff] [blame] | 722 | if party_type in ("Customer", "Lead", "Prospect"): |
Neil Trini Lasrado | 810bd35 | 2015-08-21 15:04:57 +0530 | [diff] [blame] | 723 | args.update({"tax_type": "Sales"}) |
Anand Doshi | 2f957f2 | 2016-04-08 17:36:10 +0530 | [diff] [blame] | 724 | |
Nabin Hait | 47ce6de | 2023-06-06 15:19:04 +0530 | [diff] [blame] | 725 | if party_type in ["Lead", "Prospect"]: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 726 | args["customer"] = None |
Nabin Hait | 47ce6de | 2023-06-06 15:19:04 +0530 | [diff] [blame] | 727 | del args[frappe.scrub(party_type)] |
Neil Trini Lasrado | 810bd35 | 2015-08-21 15:04:57 +0530 | [diff] [blame] | 728 | else: |
| 729 | args.update({"tax_type": "Purchase"}) |
Rushabh Mehta | 361df89 | 2015-09-18 12:59:51 +0530 | [diff] [blame] | 730 | |
Saurabh | 957e7a3 | 2015-09-11 15:44:06 +0530 | [diff] [blame] | 731 | if use_for_shopping_cart: |
Saurabh | 957e7a3 | 2015-09-11 15:44:06 +0530 | [diff] [blame] | 732 | args.update({"use_for_shopping_cart": use_for_shopping_cart}) |
Rushabh Mehta | 361df89 | 2015-09-18 12:59:51 +0530 | [diff] [blame] | 733 | |
| 734 | return get_tax_template(posting_date, args) |
shreyas | 29b565f | 2016-01-25 17:30:49 +0530 | [diff] [blame] | 735 | |
tunde | 400d046 | 2017-08-31 13:44:57 +0100 | [diff] [blame] | 736 | |
| 737 | @frappe.whitelist() |
marination | fa085d7 | 2020-10-27 13:18:30 +0530 | [diff] [blame] | 738 | def get_payment_terms_template(party_name, party_type, company=None): |
Nabin Hait | cfa9d1a | 2018-01-29 16:07:21 +0530 | [diff] [blame] | 739 | if party_type not in ("Customer", "Supplier"): |
| 740 | return |
tunde | 400d046 | 2017-08-31 13:44:57 +0100 | [diff] [blame] | 741 | template = None |
Deepesh Garg | 5b6a9fc | 2023-06-17 13:08:18 +0530 | [diff] [blame] | 742 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 743 | if party_type == "Customer": |
| 744 | customer = frappe.get_cached_value( |
| 745 | "Customer", party_name, fieldname=["payment_terms", "customer_group"], as_dict=1 |
| 746 | ) |
Nabin Hait | cfa9d1a | 2018-01-29 16:07:21 +0530 | [diff] [blame] | 747 | template = customer.payment_terms |
| 748 | |
| 749 | if not template and customer.customer_group: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 750 | template = frappe.get_cached_value("Customer Group", customer.customer_group, "payment_terms") |
Nabin Hait | cfa9d1a | 2018-01-29 16:07:21 +0530 | [diff] [blame] | 751 | else: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 752 | supplier = frappe.get_cached_value( |
| 753 | "Supplier", party_name, fieldname=["payment_terms", "supplier_group"], as_dict=1 |
| 754 | ) |
Nabin Hait | cfa9d1a | 2018-01-29 16:07:21 +0530 | [diff] [blame] | 755 | template = supplier.payment_terms |
Zlash65 | 8907078 | 2018-04-19 18:37:29 +0530 | [diff] [blame] | 756 | if not template and supplier.supplier_group: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 757 | template = frappe.get_cached_value("Supplier Group", supplier.supplier_group, "payment_terms") |
Nabin Hait | cfa9d1a | 2018-01-29 16:07:21 +0530 | [diff] [blame] | 758 | |
| 759 | if not template and company: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 760 | template = frappe.get_cached_value("Company", company, fieldname="payment_terms") |
tunde | 400d046 | 2017-08-31 13:44:57 +0100 | [diff] [blame] | 761 | return template |
| 762 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 763 | |
shreyas | eba9ca4 | 2016-01-26 14:56:52 +0530 | [diff] [blame] | 764 | def validate_party_frozen_disabled(party_type, party_name): |
Subin Tom | b8845b9 | 2021-07-30 16:30:18 +0530 | [diff] [blame] | 765 | |
| 766 | if frappe.flags.ignore_party_validation: |
| 767 | return |
| 768 | |
shreyas | 79872bf | 2016-01-26 13:57:06 +0530 | [diff] [blame] | 769 | if party_type and party_name: |
KanchanChauhan | fbaa619 | 2017-01-30 15:15:58 +0530 | [diff] [blame] | 770 | if party_type in ("Customer", "Supplier"): |
Nabin Hait | 9a33bc6 | 2018-08-09 10:47:09 +0530 | [diff] [blame] | 771 | party = frappe.get_cached_value(party_type, party_name, ["is_frozen", "disabled"], as_dict=True) |
deepeshgarg007 | 737ec6b | 2019-10-20 17:36:36 +0530 | [diff] [blame] | 772 | if party.disabled: |
| 773 | frappe.throw(_("{0} {1} is disabled").format(party_type, party_name), PartyDisabled) |
| 774 | elif party.get("is_frozen"): |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 775 | frozen_accounts_modifier = frappe.db.get_single_value( |
| 776 | "Accounts Settings", "frozen_accounts_modifier" |
| 777 | ) |
KanchanChauhan | fbaa619 | 2017-01-30 15:15:58 +0530 | [diff] [blame] | 778 | if not frozen_accounts_modifier in frappe.get_roles(): |
| 779 | frappe.throw(_("{0} {1} is frozen").format(party_type, party_name), PartyFrozen) |
| 780 | |
| 781 | elif party_type == "Employee": |
Rucha Mahabal | a38147a | 2021-06-12 13:33:21 +0530 | [diff] [blame] | 782 | if frappe.db.get_value("Employee", party_name, "status") != "Active": |
Kanchan Chauhan | 95108ac | 2017-04-11 15:55:34 +0530 | [diff] [blame] | 783 | frappe.msgprint(_("{0} {1} is not active").format(party_type, party_name), alert=True) |
Rushabh Mehta | 15a7f21 | 2016-04-14 17:30:40 +0530 | [diff] [blame] | 784 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 785 | |
Rushabh Mehta | 15a7f21 | 2016-04-14 17:30:40 +0530 | [diff] [blame] | 786 | def get_timeline_data(doctype, name): |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 787 | """returns timeline data for the past one year""" |
Rushabh Mehta | 15a7f21 | 2016-04-14 17:30:40 +0530 | [diff] [blame] | 788 | from frappe.desk.form.load import get_communication_data |
mbauskar | e7b87ad | 2017-02-16 13:12:29 +0530 | [diff] [blame] | 789 | |
| 790 | out = {} |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 791 | fields = "creation, count(*)" |
| 792 | after = add_years(None, -1).strftime("%Y-%m-%d") |
| 793 | group_by = "group by Date(creation)" |
Zarrar | 5820018 | 2018-05-30 11:56:23 +0530 | [diff] [blame] | 794 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 795 | data = get_communication_data( |
| 796 | doctype, |
| 797 | name, |
| 798 | after=after, |
| 799 | group_by="group by creation", |
| 800 | fields="C.creation as creation, count(C.name)", |
| 801 | as_dict=False, |
| 802 | ) |
Zarrar | 5820018 | 2018-05-30 11:56:23 +0530 | [diff] [blame] | 803 | |
| 804 | # fetch and append data from Activity Log |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 805 | data += frappe.db.sql( |
| 806 | """select {fields} |
Zarrar | 5820018 | 2018-05-30 11:56:23 +0530 | [diff] [blame] | 807 | from `tabActivity Log` |
rohitwaghchaure | 5210761 | 2020-05-05 12:12:33 +0530 | [diff] [blame] | 808 | where (reference_doctype=%(doctype)s and reference_name=%(name)s) |
| 809 | or (timeline_doctype in (%(doctype)s) and timeline_name=%(name)s) |
| 810 | or (reference_doctype in ("Quotation", "Opportunity") and timeline_name=%(name)s) |
Zarrar | 5820018 | 2018-05-30 11:56:23 +0530 | [diff] [blame] | 811 | and status!='Success' and creation > {after} |
| 812 | {group_by} order by creation desc |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 813 | """.format( |
| 814 | fields=fields, group_by=group_by, after=after |
| 815 | ), |
| 816 | {"doctype": doctype, "name": name}, |
| 817 | as_dict=False, |
| 818 | ) |
mbauskar | e7b87ad | 2017-02-16 13:12:29 +0530 | [diff] [blame] | 819 | |
| 820 | timeline_items = dict(data) |
| 821 | |
Ankush Menat | 8fe5feb | 2021-11-04 19:48:32 +0530 | [diff] [blame] | 822 | for date, count in timeline_items.items(): |
mbauskar | e7b87ad | 2017-02-16 13:12:29 +0530 | [diff] [blame] | 823 | timestamp = get_timestamp(date) |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 824 | out.update({timestamp: count}) |
mbauskar | e7b87ad | 2017-02-16 13:12:29 +0530 | [diff] [blame] | 825 | |
Nabin Hait | 2d79a64 | 2017-05-24 12:41:14 +0530 | [diff] [blame] | 826 | return out |
Rushabh Mehta | 919a74a | 2017-06-22 16:37:04 +0530 | [diff] [blame] | 827 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 828 | |
deepeshgarg007 | 12f5cef | 2018-12-25 16:06:19 +0530 | [diff] [blame] | 829 | def get_dashboard_info(party_type, party, loyalty_program=None): |
Nabin Hait | 2d79a64 | 2017-05-24 12:41:14 +0530 | [diff] [blame] | 830 | current_fiscal_year = get_fiscal_year(nowdate(), as_dict=True) |
Rushabh Mehta | 919a74a | 2017-06-22 16:37:04 +0530 | [diff] [blame] | 831 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 832 | doctype = "Sales Invoice" if party_type == "Customer" else "Purchase Invoice" |
Rushabh Mehta | 919a74a | 2017-06-22 16:37:04 +0530 | [diff] [blame] | 833 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 834 | companies = frappe.get_all( |
| 835 | doctype, filters={"docstatus": 1, party_type.lower(): party}, distinct=1, fields=["company"] |
| 836 | ) |
Rushabh Mehta | 919a74a | 2017-06-22 16:37:04 +0530 | [diff] [blame] | 837 | |
deepeshgarg007 | 920dc14 | 2018-11-23 10:17:28 +0530 | [diff] [blame] | 838 | company_wise_info = [] |
| 839 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 840 | company_wise_grand_total = frappe.get_all( |
| 841 | doctype, |
deepeshgarg007 | ee05e35 | 2018-11-29 16:24:28 +0530 | [diff] [blame] | 842 | filters={ |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 843 | "docstatus": 1, |
deepeshgarg007 | ee05e35 | 2018-11-29 16:24:28 +0530 | [diff] [blame] | 844 | party_type.lower(): party, |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 845 | "posting_date": ( |
| 846 | "between", |
| 847 | [current_fiscal_year.year_start_date, current_fiscal_year.year_end_date], |
| 848 | ), |
| 849 | }, |
| 850 | group_by="company", |
| 851 | fields=[ |
| 852 | "company", |
| 853 | "sum(grand_total) as grand_total", |
| 854 | "sum(base_grand_total) as base_grand_total", |
| 855 | ], |
| 856 | ) |
deepeshgarg007 | 920dc14 | 2018-11-23 10:17:28 +0530 | [diff] [blame] | 857 | |
deepeshgarg007 | a1d015c | 2018-12-26 11:01:02 +0530 | [diff] [blame] | 858 | loyalty_point_details = [] |
| 859 | |
deepeshgarg007 | 12f5cef | 2018-12-25 16:06:19 +0530 | [diff] [blame] | 860 | if party_type == "Customer": |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 861 | loyalty_point_details = frappe._dict( |
| 862 | frappe.get_all( |
| 863 | "Loyalty Point Entry", |
| 864 | filters={ |
| 865 | "customer": party, |
| 866 | "expiry_date": (">=", getdate()), |
deepeshgarg007 | 12f5cef | 2018-12-25 16:06:19 +0530 | [diff] [blame] | 867 | }, |
| 868 | group_by="company", |
| 869 | fields=["company", "sum(loyalty_points) as loyalty_points"], |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 870 | as_list=1, |
| 871 | ) |
| 872 | ) |
deepeshgarg007 | 12f5cef | 2018-12-25 16:06:19 +0530 | [diff] [blame] | 873 | |
deepeshgarg007 | f31caff | 2018-11-27 15:04:12 +0530 | [diff] [blame] | 874 | company_wise_billing_this_year = frappe._dict() |
| 875 | |
| 876 | for d in company_wise_grand_total: |
| 877 | company_wise_billing_this_year.setdefault( |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 878 | d.company, {"grand_total": d.grand_total, "base_grand_total": d.base_grand_total} |
| 879 | ) |
deepeshgarg007 | f31caff | 2018-11-27 15:04:12 +0530 | [diff] [blame] | 880 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 881 | company_wise_total_unpaid = frappe._dict( |
| 882 | frappe.db.sql( |
| 883 | """ |
deepeshgarg007 | 920dc14 | 2018-11-23 10:17:28 +0530 | [diff] [blame] | 884 | select company, sum(debit_in_account_currency) - sum(credit_in_account_currency) |
Nabin Hait | 24f0b13 | 2017-05-24 13:01:26 +0530 | [diff] [blame] | 885 | from `tabGL Entry` |
deepeshgarg007 | 920dc14 | 2018-11-23 10:17:28 +0530 | [diff] [blame] | 886 | where party_type = %s and party=%s |
Deepesh Garg | 802e63a | 2021-06-28 11:24:32 +0530 | [diff] [blame] | 887 | and is_cancelled = 0 |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 888 | group by company""", |
| 889 | (party_type, party), |
| 890 | ) |
| 891 | ) |
Nabin Hait | 2d79a64 | 2017-05-24 12:41:14 +0530 | [diff] [blame] | 892 | |
deepeshgarg007 | 920dc14 | 2018-11-23 10:17:28 +0530 | [diff] [blame] | 893 | for d in companies: |
Daizy Modi | 27df455 | 2022-11-03 13:38:48 +0530 | [diff] [blame] | 894 | company_default_currency = frappe.get_cached_value("Company", d.company, "default_currency") |
deepeshgarg007 | 920dc14 | 2018-11-23 10:17:28 +0530 | [diff] [blame] | 895 | party_account_currency = get_party_account_currency(party_type, party, d.company) |
Rushabh Mehta | 919a74a | 2017-06-22 16:37:04 +0530 | [diff] [blame] | 896 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 897 | if party_account_currency == company_default_currency: |
| 898 | billing_this_year = flt( |
| 899 | company_wise_billing_this_year.get(d.company, {}).get("base_grand_total") |
| 900 | ) |
deepeshgarg007 | 920dc14 | 2018-11-23 10:17:28 +0530 | [diff] [blame] | 901 | else: |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 902 | billing_this_year = flt(company_wise_billing_this_year.get(d.company, {}).get("grand_total")) |
deepeshgarg007 | 920dc14 | 2018-11-23 10:17:28 +0530 | [diff] [blame] | 903 | |
| 904 | total_unpaid = flt(company_wise_total_unpaid.get(d.company)) |
| 905 | |
deepeshgarg007 | 12f5cef | 2018-12-25 16:06:19 +0530 | [diff] [blame] | 906 | if loyalty_point_details: |
| 907 | loyalty_points = loyalty_point_details.get(d.company) |
| 908 | |
deepeshgarg007 | 920dc14 | 2018-11-23 10:17:28 +0530 | [diff] [blame] | 909 | info = {} |
| 910 | info["billing_this_year"] = flt(billing_this_year) if billing_this_year else 0 |
| 911 | info["currency"] = party_account_currency |
| 912 | info["total_unpaid"] = flt(total_unpaid) if total_unpaid else 0 |
| 913 | info["company"] = d.company |
| 914 | |
deepeshgarg007 | 12f5cef | 2018-12-25 16:06:19 +0530 | [diff] [blame] | 915 | if party_type == "Customer" and loyalty_point_details: |
| 916 | info["loyalty_points"] = loyalty_points |
| 917 | |
deepeshgarg007 | 920dc14 | 2018-11-23 10:17:28 +0530 | [diff] [blame] | 918 | if party_type == "Supplier": |
| 919 | info["total_unpaid"] = -1 * info["total_unpaid"] |
| 920 | |
| 921 | company_wise_info.append(info) |
| 922 | |
| 923 | return company_wise_info |
tundebabzy | 40a0276 | 2017-10-25 07:54:34 +0100 | [diff] [blame] | 924 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 925 | |
Raffael Meyer | b91bb17 | 2023-06-08 16:19:09 +0200 | [diff] [blame] | 926 | def get_party_shipping_address(doctype: str, name: str) -> Optional[str]: |
tundebabzy | 40a0276 | 2017-10-25 07:54:34 +0100 | [diff] [blame] | 927 | """ |
| 928 | Returns an Address name (best guess) for the given doctype and name for which `address_type == 'Shipping'` is true. |
| 929 | and/or `is_shipping_address = 1`. |
| 930 | |
| 931 | It returns an empty string if there is no matching record. |
| 932 | |
| 933 | :param doctype: Party Doctype |
| 934 | :param name: Party name |
| 935 | :return: String |
| 936 | """ |
Raffael Meyer | b91bb17 | 2023-06-08 16:19:09 +0200 | [diff] [blame] | 937 | shipping_addresses = frappe.get_all( |
| 938 | "Address", |
| 939 | filters=[ |
| 940 | ["Dynamic Link", "link_doctype", "=", doctype], |
| 941 | ["Dynamic Link", "link_name", "=", name], |
| 942 | ["disabled", "=", 0], |
| 943 | ], |
| 944 | or_filters=[ |
| 945 | ["is_shipping_address", "=", 1], |
| 946 | ["address_type", "=", "Shipping"], |
| 947 | ], |
| 948 | pluck="name", |
| 949 | limit=1, |
| 950 | order_by="is_shipping_address DESC", |
tundebabzy | 40a0276 | 2017-10-25 07:54:34 +0100 | [diff] [blame] | 951 | ) |
Raffael Meyer | b91bb17 | 2023-06-08 16:19:09 +0200 | [diff] [blame] | 952 | |
| 953 | return shipping_addresses[0] if shipping_addresses else None |
Rohit Waghchaure | affeb3d | 2019-01-15 17:38:31 +0530 | [diff] [blame] | 954 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 955 | |
| 956 | def get_partywise_advanced_payment_amount( |
ruthra kumar | 0dc5e5c | 2023-08-21 08:46:55 +0530 | [diff] [blame] | 957 | party_type, posting_date=None, future_payment=0, company=None, party=None |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 958 | ): |
ruthra kumar | 0dc5e5c | 2023-08-21 08:46:55 +0530 | [diff] [blame] | 959 | ple = frappe.qb.DocType("Payment Ledger Entry") |
Gursheen Anand | e355dea | 2023-07-28 14:51:28 +0530 | [diff] [blame] | 960 | query = ( |
ruthra kumar | 0dc5e5c | 2023-08-21 08:46:55 +0530 | [diff] [blame] | 961 | frappe.qb.from_(ple) |
| 962 | .select(ple.party, Abs(Sum(ple.amount).as_("amount"))) |
Gursheen Anand | e355dea | 2023-07-28 14:51:28 +0530 | [diff] [blame] | 963 | .where( |
ruthra kumar | 0dc5e5c | 2023-08-21 08:46:55 +0530 | [diff] [blame] | 964 | (ple.party_type.isin(party_type)) |
| 965 | & (ple.amount < 0) |
| 966 | & (ple.against_voucher_no == ple.voucher_no) |
| 967 | & (ple.delinked == 0) |
Gursheen Anand | e355dea | 2023-07-28 14:51:28 +0530 | [diff] [blame] | 968 | ) |
ruthra kumar | 0dc5e5c | 2023-08-21 08:46:55 +0530 | [diff] [blame] | 969 | .groupby(ple.party) |
Gursheen Anand | e355dea | 2023-07-28 14:51:28 +0530 | [diff] [blame] | 970 | ) |
Gursheen Anand | e355dea | 2023-07-28 14:51:28 +0530 | [diff] [blame] | 971 | |
Rohit Waghchaure | 4ed7d03 | 2019-03-25 15:37:25 +0530 | [diff] [blame] | 972 | if posting_date: |
Deepesh Garg | ed2c180 | 2020-05-27 12:46:12 +0530 | [diff] [blame] | 973 | if future_payment: |
ruthra kumar | 0dc5e5c | 2023-08-21 08:46:55 +0530 | [diff] [blame] | 974 | query = query.where((ple.posting_date <= posting_date) | (Date(ple.creation) <= posting_date)) |
Deepesh Garg | ed2c180 | 2020-05-27 12:46:12 +0530 | [diff] [blame] | 975 | else: |
ruthra kumar | 0dc5e5c | 2023-08-21 08:46:55 +0530 | [diff] [blame] | 976 | query = query.where(ple.posting_date <= posting_date) |
Deepesh Garg | ed2c180 | 2020-05-27 12:46:12 +0530 | [diff] [blame] | 977 | |
Saqib | 3980591 | 2020-05-01 18:15:13 +0530 | [diff] [blame] | 978 | if company: |
ruthra kumar | 0dc5e5c | 2023-08-21 08:46:55 +0530 | [diff] [blame] | 979 | query = query.where(ple.company == company) |
Rohit Waghchaure | 4ed7d03 | 2019-03-25 15:37:25 +0530 | [diff] [blame] | 980 | |
Nabin Hait | 3504bf7 | 2023-05-29 09:23:40 +0530 | [diff] [blame] | 981 | if party: |
ruthra kumar | 0dc5e5c | 2023-08-21 08:46:55 +0530 | [diff] [blame] | 982 | query = query.where(ple.party == party) |
Nabin Hait | 3504bf7 | 2023-05-29 09:23:40 +0530 | [diff] [blame] | 983 | |
Dany Robert | f34ffc2 | 2023-11-20 11:10:56 +0000 | [diff] [blame] | 984 | if invoice_doctypes := frappe.get_hooks("invoice_doctypes"): |
| 985 | query = query.where(ple.voucher_type.notin(invoice_doctypes)) |
| 986 | |
ruthra kumar | 896b123 | 2023-08-20 21:17:27 +0530 | [diff] [blame] | 987 | data = query.run() |
Rohit Waghchaure | affeb3d | 2019-01-15 17:38:31 +0530 | [diff] [blame] | 988 | if data: |
hendrik | c257ce8 | 2019-09-05 16:44:09 +0700 | [diff] [blame] | 989 | return frappe._dict(data) |
Ronel Cabrera | fcb5476 | 2019-11-18 17:00:07 +0800 | [diff] [blame] | 990 | |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 991 | |
Raffael Meyer | b91bb17 | 2023-06-08 16:19:09 +0200 | [diff] [blame] | 992 | def get_default_contact(doctype: str, name: str) -> Optional[str]: |
Deepesh Garg | cf9347d | 2020-03-31 17:28:43 +0530 | [diff] [blame] | 993 | """ |
Raffael Meyer | b91bb17 | 2023-06-08 16:19:09 +0200 | [diff] [blame] | 994 | Returns contact name only if there is a primary contact for given doctype and name. |
| 995 | |
| 996 | Else returns None |
| 997 | |
| 998 | :param doctype: Party Doctype |
| 999 | :param name: Party name |
| 1000 | :return: String |
Ronel Cabrera | fcb5476 | 2019-11-18 17:00:07 +0800 | [diff] [blame] | 1001 | """ |
Raffael Meyer | b91bb17 | 2023-06-08 16:19:09 +0200 | [diff] [blame] | 1002 | contacts = frappe.get_all( |
| 1003 | "Contact", |
| 1004 | filters=[ |
| 1005 | ["Dynamic Link", "link_doctype", "=", doctype], |
| 1006 | ["Dynamic Link", "link_name", "=", name], |
| 1007 | ], |
| 1008 | or_filters=[ |
| 1009 | ["is_primary_contact", "=", 1], |
| 1010 | ["is_billing_contact", "=", 1], |
| 1011 | ], |
| 1012 | pluck="name", |
| 1013 | limit=1, |
| 1014 | order_by="is_primary_contact DESC, is_billing_contact DESC", |
Ankush Menat | 494bd9e | 2022-03-28 18:52:46 +0530 | [diff] [blame] | 1015 | ) |
Raffael Meyer | b91bb17 | 2023-06-08 16:19:09 +0200 | [diff] [blame] | 1016 | |
| 1017 | return contacts[0] if contacts else None |
Deepesh Garg | bc34737 | 2022-05-25 15:42:47 +0530 | [diff] [blame] | 1018 | |
| 1019 | |
| 1020 | def add_party_account(party_type, party, company, account): |
| 1021 | doc = frappe.get_doc(party_type, party) |
| 1022 | account_exists = False |
| 1023 | for d in doc.get("accounts"): |
| 1024 | if d.account == account: |
| 1025 | account_exists = True |
| 1026 | |
| 1027 | if not account_exists: |
| 1028 | accounts = {"company": company, "account": account} |
| 1029 | |
| 1030 | doc.append("accounts", accounts) |
| 1031 | |
| 1032 | doc.save() |
Ankush Menat | f4d7499 | 2023-10-17 22:11:56 +0530 | [diff] [blame] | 1033 | |
| 1034 | |
| 1035 | def render_address(address, check_permissions=True): |
| 1036 | try: |
| 1037 | from frappe.contacts.doctype.address.address import render_address as _render |
| 1038 | except ImportError: |
| 1039 | # Older frappe versions where this function is not available |
| 1040 | from frappe.contacts.doctype.address.address import get_address_display as _render |
| 1041 | |
| 1042 | return frappe.call(_render, address, check_permissions=check_permissions) |