blob: 2e865b43729e47c3a540a87e429ef5d61a1a8b37 [file] [log] [blame]
Rushabh Mehtaad45e312013-11-20 12:59:58 +05301# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd. and Contributors
Rushabh Mehtae67d1fb2013-08-05 14:59:54 +05302# License: GNU General Public License v3. See license.txt
Nabin Hait0feebc12013-06-03 16:45:38 +05303
4from __future__ import unicode_literals
Rushabh Mehta793ba6b2014-02-14 15:47:51 +05305import frappe
Rushabh Mehta9f0d6252014-04-14 19:20:45 +05306from frappe.utils import flt
7from frappe import msgprint, _, throw
Anand Doshi424c0332014-04-21 15:06:56 +05308from frappe.model.document import Document
Nabin Hait0feebc12013-06-03 16:45:38 +05309
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053010status_map = {
11 "Contact": [
12 ["Replied", "communication_sent"],
13 ["Open", "communication_received"]
14 ],
15 "Job Applicant": [
16 ["Replied", "communication_sent"],
17 ["Open", "communication_received"]
18 ],
19 "Lead": [
20 ["Replied", "communication_sent"],
21 ["Converted", "has_customer"],
22 ["Opportunity", "has_opportunity"],
23 ["Open", "communication_received"],
24 ],
25 "Opportunity": [
26 ["Draft", None],
Anand Doshif78d1ae2014-03-28 13:55:00 +053027 ["Submitted", "eval:self.docstatus==1"],
28 ["Lost", "eval:self.status=='Lost'"],
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053029 ["Quotation", "has_quotation"],
30 ["Replied", "communication_sent"],
Anand Doshif78d1ae2014-03-28 13:55:00 +053031 ["Cancelled", "eval:self.docstatus==2"],
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053032 ["Open", "communication_received"],
33 ],
34 "Quotation": [
35 ["Draft", None],
Anand Doshif78d1ae2014-03-28 13:55:00 +053036 ["Submitted", "eval:self.docstatus==1"],
37 ["Lost", "eval:self.status=='Lost'"],
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053038 ["Ordered", "has_sales_order"],
39 ["Replied", "communication_sent"],
Anand Doshif78d1ae2014-03-28 13:55:00 +053040 ["Cancelled", "eval:self.docstatus==2"],
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053041 ["Open", "communication_received"],
42 ],
43 "Sales Order": [
44 ["Draft", None],
Anand Doshif78d1ae2014-03-28 13:55:00 +053045 ["Submitted", "eval:self.docstatus==1"],
46 ["Stopped", "eval:self.status=='Stopped'"],
47 ["Cancelled", "eval:self.docstatus==2"],
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053048 ],
49 "Support Ticket": [
50 ["Replied", "communication_sent"],
51 ["Open", "communication_received"]
52 ],
53}
54
Anand Doshi424c0332014-04-21 15:06:56 +053055class StatusUpdater(Document):
Nabin Hait0feebc12013-06-03 16:45:38 +053056 """
57 Updates the status of the calling records
58 Delivery Note: Update Delivered Qty, Update Percent and Validate over delivery
59 Sales Invoice: Update Billed Amt, Update Percent and Validate over billing
60 Installation Note: Update Installed Qty, Update Percent Qty and Validate over installation
61 """
62
63 def update_prevdoc_status(self):
64 self.update_qty()
65 self.validate_qty()
Anand Doshi9fd50bc2014-04-09 19:20:01 +053066
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053067 def set_status(self, update=False):
Rushabh Mehtacb067aa2014-08-19 16:20:04 +053068 if self.is_new():
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053069 return
Anand Doshi9fd50bc2014-04-09 19:20:01 +053070
Rushabh Mehtacb067aa2014-08-19 16:20:04 +053071 _status = self.status
72
Anand Doshif78d1ae2014-03-28 13:55:00 +053073 if self.doctype in status_map:
74 sl = status_map[self.doctype][:]
Rushabh Mehta6856d742013-10-03 18:12:36 +053075 sl.reverse()
76 for s in sl:
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053077 if not s[1]:
Anand Doshif78d1ae2014-03-28 13:55:00 +053078 self.status = s[0]
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053079 break
Rushabh Mehta6856d742013-10-03 18:12:36 +053080 elif s[1].startswith("eval:"):
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053081 if eval(s[1][5:]):
Anand Doshif78d1ae2014-03-28 13:55:00 +053082 self.status = s[0]
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053083 break
84 elif getattr(self, s[1])():
Anand Doshif78d1ae2014-03-28 13:55:00 +053085 self.status = s[0]
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053086 break
Anand Doshi9fd50bc2014-04-09 19:20:01 +053087
Rushabh Mehtacb067aa2014-08-19 16:20:04 +053088 if self.status != _status:
89 self.add_comment("Label", self.status)
90
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053091 if update:
Anand Doshif78d1ae2014-03-28 13:55:00 +053092 frappe.db.set_value(self.doctype, self.name, "status", self.status)
Anand Doshi9fd50bc2014-04-09 19:20:01 +053093
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053094 def on_communication(self):
Nabin Hait08dd6af2014-05-26 15:06:42 +053095 if not self.get("communications"): return
Rushabh Mehtaacc876e2013-10-04 13:33:24 +053096 self.communication_set = True
Nabin Hait85786f32014-05-19 19:31:40 +053097 self.get("communications").sort(key=lambda d: d.creation)
Rushabh Mehta800b3aa2013-10-03 17:26:33 +053098 self.set_status(update=True)
Rushabh Mehtaacc876e2013-10-04 13:33:24 +053099 del self.communication_set
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530100
Rushabh Mehta800b3aa2013-10-03 17:26:33 +0530101 def communication_received(self):
Rushabh Mehtaacc876e2013-10-04 13:33:24 +0530102 if getattr(self, "communication_set", False):
Rushabh Mehtaf191f852014-04-02 18:09:34 +0530103 last_comm = self.get("communications")
Rushabh Mehtaacc876e2013-10-04 13:33:24 +0530104 if last_comm:
105 return last_comm[-1].sent_or_received == "Received"
Rushabh Mehta800b3aa2013-10-03 17:26:33 +0530106
107 def communication_sent(self):
Rushabh Mehtaacc876e2013-10-04 13:33:24 +0530108 if getattr(self, "communication_set", False):
Rushabh Mehtaf191f852014-04-02 18:09:34 +0530109 last_comm = self.get("communications")
Rushabh Mehtaacc876e2013-10-04 13:33:24 +0530110 if last_comm:
111 return last_comm[-1].sent_or_received == "Sent"
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530112
Nabin Hait0feebc12013-06-03 16:45:38 +0530113 def validate_qty(self):
114 """
115 Validates qty at row level
116 """
117 self.tolerance = {}
118 self.global_tolerance = None
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530119
Nabin Hait0feebc12013-06-03 16:45:38 +0530120 for args in self.status_updater:
121 # get unique transactions to update
Rushabh Mehtaf191f852014-04-02 18:09:34 +0530122 for d in self.get_all_children():
Anand Doshif78d1ae2014-03-28 13:55:00 +0530123 if d.doctype == args['source_dt'] and d.get(args["join_field"]):
Rushabh Mehtaf2227d02014-03-31 23:37:40 +0530124 args['name'] = d.get(args['join_field'])
Nabin Hait0feebc12013-06-03 16:45:38 +0530125
126 # get all qty where qty > target_field
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530127 item = frappe.db.sql("""select item_code, `{target_ref_field}`,
128 `{target_field}`, parenttype, parent from `tab{target_dt}`
129 where `{target_ref_field}` < `{target_field}`
130 and name=%s and docstatus=1""".format(**args),
Nabin Hait4d713ac2014-03-03 15:51:13 +0530131 args['name'], as_dict=1)
Nabin Hait0feebc12013-06-03 16:45:38 +0530132 if item:
133 item = item[0]
134 item['idx'] = d.idx
135 item['target_ref_field'] = args['target_ref_field'].replace('_', ' ')
136
137 if not item[args['target_ref_field']]:
Rushabh Mehta9f0d6252014-04-14 19:20:45 +0530138 msgprint(_("Note: System will not check over-delivery and over-booking for Item {0} as quantity or amount is 0").format(item.item_code))
Nabin Hait0feebc12013-06-03 16:45:38 +0530139 elif args.get('no_tolerance'):
nabinhaitd5fb5d92014-07-09 17:36:38 +0530140 item['reduce_by'] = item[args['target_field']] - item[args['target_ref_field']]
Nabin Hait0feebc12013-06-03 16:45:38 +0530141 if item['reduce_by'] > .01:
nabinhaitd5fb5d92014-07-09 17:36:38 +0530142 msgprint(_("Allowance for over-{0} crossed for Item {1}")
143 .format(args["overflow_type"], item.item_code))
144 throw(_("{0} must be reduced by {1} or you should increase overflow tolerance")
145 .format(_(item.target_ref_field.title()), item["reduce_by"]))
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530146
Nabin Hait0feebc12013-06-03 16:45:38 +0530147 else:
148 self.check_overflow_with_tolerance(item, args)
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530149
Nabin Hait0feebc12013-06-03 16:45:38 +0530150 def check_overflow_with_tolerance(self, item, args):
151 """
152 Checks if there is overflow condering a relaxation tolerance
153 """
Nabin Hait0feebc12013-06-03 16:45:38 +0530154 # check if overflow is within tolerance
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530155 tolerance, self.tolerance, self.global_tolerance = get_tolerance_for(item['item_code'],
Nabin Hait7f0406f2014-01-03 17:43:19 +0530156 self.tolerance, self.global_tolerance)
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530157
158 overflow_percent = ((item[args['target_field']] - item[args['target_ref_field']]) /
Nabin Hait0feebc12013-06-03 16:45:38 +0530159 item[args['target_ref_field']]) * 100
nabinhait711e8be2014-07-19 17:00:15 +0530160
Nabin Hait0feebc12013-06-03 16:45:38 +0530161 if overflow_percent - tolerance > 0.01:
162 item['max_allowed'] = flt(item[args['target_ref_field']] * (100+tolerance)/100)
163 item['reduce_by'] = item[args['target_field']] - item['max_allowed']
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530164
nabinhaitd5fb5d92014-07-09 17:36:38 +0530165 msgprint(_("Allowance for over-{0} crossed for Item {1}.")
166 .format(args["overflow_type"], item["item_code"]))
167 throw(_("{0} must be reduced by {1} or you should increase overflow tolerance")
168 .format(_(item["target_ref_field"].title()), item["reduce_by"]))
Nabin Hait0feebc12013-06-03 16:45:38 +0530169
170 def update_qty(self, change_modified=True):
171 """
172 Updates qty at row level
173 """
174 for args in self.status_updater:
175 # condition to include current record (if submit or no if cancel)
Anand Doshif78d1ae2014-03-28 13:55:00 +0530176 if self.docstatus == 1:
177 args['cond'] = ' or parent="%s"' % self.name.replace('"', '\"')
Nabin Hait0feebc12013-06-03 16:45:38 +0530178 else:
Anand Doshif78d1ae2014-03-28 13:55:00 +0530179 args['cond'] = ' and parent!="%s"' % self.name.replace('"', '\"')
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530180
Nabin Hait0feebc12013-06-03 16:45:38 +0530181 args['modified_cond'] = ''
182 if change_modified:
183 args['modified_cond'] = ', modified = now()'
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530184
Nabin Hait0feebc12013-06-03 16:45:38 +0530185 # update quantities in child table
Rushabh Mehtaf191f852014-04-02 18:09:34 +0530186 for d in self.get_all_children():
Nabin Hait0feebc12013-06-03 16:45:38 +0530187 if d.doctype == args['source_dt']:
188 # updates qty in the child table
Anand Doshif78d1ae2014-03-28 13:55:00 +0530189 args['detail_id'] = d.get(args['join_field'])
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530190
Nabin Hait0feebc12013-06-03 16:45:38 +0530191 args['second_source_condition'] = ""
192 if args.get('second_source_dt') and args.get('second_source_field') \
193 and args.get('second_join_field'):
Rushabh Mehtac53efc02014-07-01 17:51:34 +0530194 args['second_source_condition'] = """ + ifnull((select sum(%(second_source_field)s)
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530195 from `tab%(second_source_dt)s`
196 where `%(second_join_field)s`="%(detail_id)s"
Rushabh Mehtac53efc02014-07-01 17:51:34 +0530197 and (docstatus=1)), 0)""" % args
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530198
Nabin Hait0feebc12013-06-03 16:45:38 +0530199 if args['detail_id']:
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530200 frappe.db.sql("""update `tab%(target_dt)s`
201 set %(target_field)s = (select sum(%(source_field)s)
202 from `tab%(source_dt)s` where `%(join_field)s`="%(detail_id)s"
Nabin Hait0feebc12013-06-03 16:45:38 +0530203 and (docstatus=1 %(cond)s)) %(second_source_condition)s
204 where name='%(detail_id)s'""" % args)
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530205
Nabin Hait0feebc12013-06-03 16:45:38 +0530206 # get unique transactions to update
Rushabh Mehtaf191f852014-04-02 18:09:34 +0530207 for name in set([d.get(args['percent_join_field']) for d in self.get_all_children(args['source_dt'])]):
Nabin Hait0feebc12013-06-03 16:45:38 +0530208 if name:
209 args['name'] = name
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530210
Nabin Hait0feebc12013-06-03 16:45:38 +0530211 # update percent complete in the parent table
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530212 frappe.db.sql("""update `tab%(target_parent_dt)s`
213 set %(target_parent_field)s = (select sum(if(%(target_ref_field)s >
214 ifnull(%(target_field)s, 0), %(target_field)s,
215 %(target_ref_field)s))/sum(%(target_ref_field)s)*100
Nabin Hait0feebc12013-06-03 16:45:38 +0530216 from `tab%(target_dt)s` where parent="%(name)s") %(modified_cond)s
217 where name='%(name)s'""" % args)
218
219 # update field
220 if args.get('status_field'):
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530221 frappe.db.sql("""update `tab%(target_parent_dt)s`
222 set %(status_field)s = if(ifnull(%(target_parent_field)s,0)<0.001,
223 'Not %(keyword)s', if(%(target_parent_field)s>=99.99,
Nabin Hait0feebc12013-06-03 16:45:38 +0530224 'Fully %(keyword)s', 'Partly %(keyword)s'))
Nabin Hait7f0406f2014-01-03 17:43:19 +0530225 where name='%(name)s'""" % args)
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530226
227
Nabin Hait39eb7fa2014-01-15 17:36:18 +0530228 def update_billing_status_for_zero_amount_refdoc(self, ref_dt):
229 ref_fieldname = ref_dt.lower().replace(" ", "_")
230 zero_amount_refdoc = []
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530231 all_zero_amount_refdoc = frappe.db.sql_list("""select name from `tab%s`
Nabin Hait39eb7fa2014-01-15 17:36:18 +0530232 where docstatus=1 and net_total = 0""" % ref_dt)
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530233
Rushabh Mehtad2b34dc2014-03-27 16:12:56 +0530234 for item in self.get("entries"):
Anand Doshif78d1ae2014-03-28 13:55:00 +0530235 if item.get(ref_fieldname) \
236 and item.get(ref_fieldname) in all_zero_amount_refdoc \
237 and item.get(ref_fieldname) not in zero_amount_refdoc:
Rushabh Mehtaf2227d02014-03-31 23:37:40 +0530238 zero_amount_refdoc.append(item.get(ref_fieldname))
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530239
Nabin Hait39eb7fa2014-01-15 17:36:18 +0530240 if zero_amount_refdoc:
241 self.update_biling_status(zero_amount_refdoc, ref_dt, ref_fieldname)
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530242
Nabin Hait39eb7fa2014-01-15 17:36:18 +0530243 def update_biling_status(self, zero_amount_refdoc, ref_dt, ref_fieldname):
244 for ref_dn in zero_amount_refdoc:
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530245 ref_doc_qty = flt(frappe.db.sql("""select sum(ifnull(qty, 0)) from `tab%s Item`
Nabin Hait39eb7fa2014-01-15 17:36:18 +0530246 where parent=%s""" % (ref_dt, '%s'), (ref_dn))[0][0])
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530247
248 billed_qty = flt(frappe.db.sql("""select sum(ifnull(qty, 0))
249 from `tab%s Item` where %s=%s and docstatus=1""" %
Anand Doshif78d1ae2014-03-28 13:55:00 +0530250 (self.doctype, ref_fieldname, '%s'), (ref_dn))[0][0])
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530251
Nabin Hait39eb7fa2014-01-15 17:36:18 +0530252 per_billed = ((ref_doc_qty if billed_qty > ref_doc_qty else billed_qty)\
253 / ref_doc_qty)*100
Anand Doshie9baaa62014-02-26 12:35:33 +0530254 frappe.db.set_value(ref_dt, ref_dn, "per_billed", per_billed)
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530255
Rushabh Mehta0a0f2492014-03-31 17:27:06 +0530256 if frappe.get_meta(ref_dt).get_field("billing_status"):
Nabin Hait39eb7fa2014-01-15 17:36:18 +0530257 if per_billed < 0.001: billing_status = "Not Billed"
258 elif per_billed >= 99.99: billing_status = "Fully Billed"
259 else: billing_status = "Partly Billed"
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530260
Anand Doshie9baaa62014-02-26 12:35:33 +0530261 frappe.db.set_value(ref_dt, ref_dn, "billing_status", billing_status)
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530262
Nabin Hait7f0406f2014-01-03 17:43:19 +0530263def get_tolerance_for(item_code, item_tolerance={}, global_tolerance=None):
264 """
265 Returns the tolerance for the item, if not set, returns global tolerance
266 """
267 if item_tolerance.get(item_code):
268 return item_tolerance[item_code], item_tolerance, global_tolerance
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530269
Anand Doshie9baaa62014-02-26 12:35:33 +0530270 tolerance = flt(frappe.db.get_value('Item',item_code,'tolerance') or 0)
Nabin Hait7f0406f2014-01-03 17:43:19 +0530271
272 if not tolerance:
273 if global_tolerance == None:
nabinhaitb1c57382014-07-19 16:53:45 +0530274 global_tolerance = flt(frappe.db.get_value('Stock Settings', None, 'tolerance'))
Nabin Hait7f0406f2014-01-03 17:43:19 +0530275 tolerance = global_tolerance
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530276
Nabin Hait7f0406f2014-01-03 17:43:19 +0530277 item_tolerance[item_code] = tolerance
Anand Doshi9fd50bc2014-04-09 19:20:01 +0530278 return tolerance, item_tolerance, global_tolerance