Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 1 | # Copyright (c) 2013, Web Notes Technologies Pvt. Ltd. and Contributors |
| 2 | # License: GNU General Public License v3. See license.txt |
| 3 | |
| 4 | from __future__ import unicode_literals |
| 5 | |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 6 | import frappe |
| 7 | from frappe import _ |
| 8 | from frappe.defaults import get_restrictions |
Nabin Hait | 9d1f077 | 2014-02-19 17:43:24 +0530 | [diff] [blame] | 9 | from frappe.utils import add_days |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 10 | from erpnext.utilities.doctype.address.address import get_address_display |
| 11 | from erpnext.utilities.doctype.contact.contact import get_contact_details |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 12 | |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 13 | @frappe.whitelist() |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 14 | def get_party_details(party=None, account=None, party_type="Customer", company=None, |
| 15 | posting_date=None, price_list=None, currency=None): |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 16 | out = frappe._dict(set_account_and_due_date(party, account, party_type, company, posting_date)) |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 17 | |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 18 | party = out[party_type.lower()] |
| 19 | |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 20 | if not frappe.has_permission(party_type, "read", party): |
| 21 | frappe.throw("Not Permitted", frappe.PermissionError) |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 22 | |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 23 | party_bean = frappe.bean(party_type, party) |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 24 | party = party_bean.doc |
| 25 | |
Nabin Hait | 9d1f077 | 2014-02-19 17:43:24 +0530 | [diff] [blame] | 26 | set_address_details(out, party, party_type) |
| 27 | set_contact_details(out, party, party_type) |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 28 | set_other_values(out, party, party_type) |
| 29 | set_price_list(out, party, price_list) |
| 30 | |
| 31 | if not out.get("currency"): |
| 32 | out["currency"] = currency |
| 33 | |
| 34 | # sales team |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 35 | if party_type=="Customer": |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 36 | out["sales_team"] = [{ |
| 37 | "sales_person": d.sales_person, |
| 38 | "sales_designation": d.sales_designation |
| 39 | } for d in party_bean.doclist.get({"doctype":"Sales Team"})] |
| 40 | |
| 41 | return out |
| 42 | |
Nabin Hait | 9d1f077 | 2014-02-19 17:43:24 +0530 | [diff] [blame] | 43 | def set_address_details(out, party, party_type): |
| 44 | billing_address_field = "customer_address" if party_type == "Lead" \ |
| 45 | else party_type.lower() + "_address" |
| 46 | out[billing_address_field] = frappe.conn.get_value("Address", |
| 47 | {party_type.lower(): party.name, "is_primary_address":1}, "name") |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 48 | |
| 49 | # address display |
Nabin Hait | 9d1f077 | 2014-02-19 17:43:24 +0530 | [diff] [blame] | 50 | out.address_display = get_address_display(out[billing_address_field]) |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 51 | |
Nabin Hait | 9d1f077 | 2014-02-19 17:43:24 +0530 | [diff] [blame] | 52 | # shipping address |
| 53 | if party_type in ["Customer", "Lead"]: |
| 54 | out.shipping_address_name = frappe.conn.get_value("Address", |
| 55 | {party_type.lower(): party.name, "is_shipping_address":1}, "name") |
| 56 | out.shipping_address = get_address_display(out["shipping_address_name"]) |
| 57 | |
| 58 | def set_contact_details(out, party, party_type): |
| 59 | out.contact_person = frappe.conn.get_value("Contact", |
| 60 | {party_type.lower(): party.name, "is_primary_contact":1}, "name") |
| 61 | |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 62 | out.update(get_contact_details(out.contact_person)) |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 63 | |
| 64 | def set_other_values(out, party, party_type): |
| 65 | # copy |
| 66 | if party_type=="Customer": |
| 67 | to_copy = ["customer_name", "customer_group", "territory"] |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 68 | else: |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 69 | to_copy = ["supplier_name", "supplier_type"] |
| 70 | for f in to_copy: |
| 71 | out[f] = party.get(f) |
| 72 | |
| 73 | # fields prepended with default in Customer doctype |
| 74 | for f in ['currency', 'taxes_and_charges'] \ |
| 75 | + (['sales_partner', 'commission_rate'] if party_type=="Customer" else []): |
| 76 | if party.get("default_" + f): |
| 77 | out[f] = party.get("default_" + f) |
| 78 | |
| 79 | def set_price_list(out, party, given_price_list): |
| 80 | # price list |
| 81 | price_list = get_restrictions().get("Price List") |
| 82 | if isinstance(price_list, list): |
| 83 | price_list = None |
| 84 | |
| 85 | if not price_list: |
| 86 | price_list = party.default_price_list |
| 87 | |
| 88 | if not price_list and party.party_type=="Customer": |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 89 | price_list = frappe.conn.get_value("Customer Group", |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 90 | party.customer_group, "default_price_list") |
| 91 | |
| 92 | if not price_list: |
| 93 | price_list = given_price_list |
| 94 | |
| 95 | if price_list: |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 96 | out.price_list_currency = frappe.conn.get_value("Price List", price_list, "currency") |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 97 | |
| 98 | out["selling_price_list" if party.doctype=="Customer" else "buying_price_list"] = price_list |
| 99 | |
| 100 | |
| 101 | def set_account_and_due_date(party, account, party_type, company, posting_date): |
| 102 | if not posting_date: |
| 103 | # not an invoice |
| 104 | return { |
| 105 | party_type.lower(): party |
| 106 | } |
| 107 | |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 108 | if party: |
| 109 | account = get_party_account(company, party, party_type) |
| 110 | elif account: |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 111 | party = frappe.conn.get_value('Account', account, 'master_name') |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 112 | |
| 113 | account_fieldname = "debit_to" if party_type=="Customer" else "credit_to" |
| 114 | |
| 115 | out = { |
| 116 | party_type.lower(): party, |
| 117 | account_fieldname : account, |
| 118 | "due_date": get_due_date(posting_date, party, party_type, account, company) |
Rushabh Mehta | cc008cc | 2014-02-03 16:14:56 +0530 | [diff] [blame] | 119 | } |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 120 | return out |
| 121 | |
| 122 | def get_party_account(company, party, party_type): |
| 123 | if not company: |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 124 | frappe.throw(_("Please select company first.")) |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 125 | |
| 126 | if party: |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 127 | acc_head = frappe.conn.get_value("Account", {"master_name":party, |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 128 | "master_type": party_type, "company": company}) |
| 129 | |
| 130 | if not acc_head: |
| 131 | create_party_account(party, party_type, company) |
| 132 | |
| 133 | return acc_head |
| 134 | |
| 135 | def get_due_date(posting_date, party, party_type, account, company): |
| 136 | """Set Due Date = Posting Date + Credit Days""" |
| 137 | due_date = None |
| 138 | if posting_date: |
| 139 | credit_days = 0 |
Rushabh Mehta | 24da761 | 2014-01-29 15:26:04 +0530 | [diff] [blame] | 140 | if account: |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 141 | credit_days = frappe.conn.get_value("Account", account, "credit_days") |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 142 | if party and not credit_days: |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 143 | credit_days = frappe.conn.get_value(party_type, party, "credit_days") |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 144 | if company and not credit_days: |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 145 | credit_days = frappe.conn.get_value("Company", company, "credit_days") |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 146 | |
| 147 | due_date = add_days(posting_date, credit_days) if credit_days else posting_date |
| 148 | |
| 149 | return due_date |
| 150 | |
| 151 | def create_party_account(party, party_type, company): |
| 152 | if not company: |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 153 | frappe.throw(_("Company is required")) |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 154 | |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 155 | company_details = frappe.conn.get_value("Company", company, |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 156 | ["abbr", "receivables_group", "payables_group"], as_dict=True) |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 157 | if not frappe.conn.exists("Account", (party + " - " + company_details.abbr)): |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 158 | parent_account = company_details.receivables_group \ |
| 159 | if party_type=="Customer" else company_details.payables_group |
| 160 | |
| 161 | # create |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 162 | account = frappe.bean({ |
Rushabh Mehta | 49dd7be | 2014-01-28 17:43:10 +0530 | [diff] [blame] | 163 | "doctype": "Account", |
| 164 | 'account_name': party, |
| 165 | 'parent_account': parent_account, |
| 166 | 'group_or_ledger':'Ledger', |
| 167 | 'company': company, |
| 168 | 'master_type': party_type, |
| 169 | 'master_name': party, |
| 170 | "freeze_account": "No" |
| 171 | }).insert(ignore_permissions=True) |
| 172 | |
Rushabh Mehta | 793ba6b | 2014-02-14 15:47:51 +0530 | [diff] [blame] | 173 | frappe.msgprint(_("Account Created") + ": " + account.doc.name) |