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Merge branch 'develop' into bank-trans-party-automatch

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This commit is contained in:
Raffael Meyer
2023-06-01 18:03:10 +02:00
committed by GitHub
parent 6fe5264ae2 ebf03a51f3
commit 09872301bd
193 changed files with 28044 additions and 22710 deletions
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2
erpnext/selling/doctype/quotation/quotation.py
View File

@@ -288,7 +288,7 @@ def _make_sales_order(source_name, target_doc=None, ignore_permissions=False):
)
# sales team
for d in customer.get("sales_team", []):
for d in customer.get("sales_team") or []:
target.append(
"sales_team",
{

155
erpnext/selling/doctype/sales_order/sales_order.js
View File

@@ -47,21 +47,50 @@ frappe.ui.form.on("Sales Order", {
frm.set_df_property('packed_items', 'cannot_add_rows', true);
frm.set_df_property('packed_items', 'cannot_delete_rows', true);
},
refresh: function(frm) {
if(frm.doc.docstatus === 1 && frm.doc.status !== 'Closed'
&& flt(frm.doc.per_delivered, 6) < 100 && flt(frm.doc.per_billed, 6) < 100) {
frm.add_custom_button(__('Update Items'), () => {
erpnext.utils.update_child_items({
frm: frm,
child_docname: "items",
child_doctype: "Sales Order Detail",
cannot_add_row: false,
})
});
if(frm.doc.docstatus === 1) {
if (frm.doc.status !== 'Closed' && flt(frm.doc.per_delivered, 6) < 100 && flt(frm.doc.per_billed, 6) < 100) {
frm.add_custom_button(__('Update Items'), () => {
erpnext.utils.update_child_items({
frm: frm,
child_docname: "items",
child_doctype: "Sales Order Detail",
cannot_add_row: false,
})
});
// Stock Reservation > Reserve button will be only visible if the SO has unreserved stock.
if (frm.doc.__onload && frm.doc.__onload.has_unreserved_stock) {
frm.add_custom_button(__('Reserve'), () => frm.events.create_stock_reservation_entries(frm), __('Stock Reservation'));
}
}
// Stock Reservation > Unreserve button will be only visible if the SO has reserved stock.
if (frm.doc.__onload && frm.doc.__onload.has_reserved_stock) {
frm.add_custom_button(__('Unreserve'), () => frm.events.cancel_stock_reservation_entries(frm), __('Stock Reservation'));
}
}
if (frm.doc.docstatus === 0 && frm.doc.is_internal_customer) {
frm.events.get_items_from_internal_purchase_order(frm);
if (frm.doc.docstatus === 0) {
if (frm.doc.is_internal_customer) {
frm.events.get_items_from_internal_purchase_order(frm);
}
if (frm.is_new()) {
frappe.db.get_single_value("Stock Settings", "enable_stock_reservation").then((value) => {
if (value) {
frappe.db.get_single_value("Stock Settings", "reserve_stock_on_sales_order_submission").then((value) => {
// If `Reserve Stock on Sales Order Submission` is enabled in Stock Settings, set Reserve Stock to 1 else 0.
frm.set_value("reserve_stock", value ? 1 : 0);
})
} else {
// If `Stock Reservation` is disabled in Stock Settings, set Reserve Stock to 0 and read only.
frm.set_value("reserve_stock", 0);
frm.set_df_property("reserve_stock", "read_only", 1);
}
})
}
}
},
@@ -137,6 +166,108 @@ frappe.ui.form.on("Sales Order", {
if(!d.delivery_date) d.delivery_date = frm.doc.delivery_date;
});
refresh_field("items");
},
create_stock_reservation_entries(frm) {
let items_data = [];
const dialog = frappe.prompt({fieldname: 'items', fieldtype: 'Table', label: __('Items to Reserve'),
fields: [
{
fieldtype: 'Data',
fieldname: 'name',
label: __('Name'),
reqd: 1,
read_only: 1,
},
{
fieldtype: 'Link',
fieldname: 'item_code',
label: __('Item Code'),
options: 'Item',
reqd: 1,
read_only: 1,
in_list_view: 1,
},
{
fieldtype: 'Link',
fieldname: 'warehouse',
label: __('Warehouse'),
options: 'Warehouse',
reqd: 1,
in_list_view: 1,
get_query: function () {
return {
filters: [
["Warehouse", "is_group", "!=", 1]
]
};
},
},
{
fieldtype: 'Float',
fieldname: 'qty_to_reserve',
label: __('Qty'),
reqd: 1,
in_list_view: 1
}
],
data: items_data,
in_place_edit: true,
get_data: function() {
return items_data;
}
}, function(data) {
if (data.items.length > 0) {
frappe.call({
doc: frm.doc,
method: 'create_stock_reservation_entries',
args: {
items_details: data.items,
notify: true
},
freeze: true,
freeze_message: __('Reserving Stock...'),
callback: (r) => {
frm.doc.__onload.has_unreserved_stock = false;
frm.reload_doc();
}
});
}
}, __("Stock Reservation"), __("Reserve Stock"));
frm.doc.items.forEach(item => {
if (item.reserve_stock) {
let unreserved_qty = (flt(item.stock_qty) - (flt(item.delivered_qty) * flt(item.conversion_factor)) - flt(item.stock_reserved_qty))
if (unreserved_qty > 0) {
dialog.fields_dict.items.df.data.push({
'name': item.name,
'item_code': item.item_code,
'warehouse': item.warehouse,
'qty_to_reserve': (unreserved_qty / flt(item.conversion_factor))
});
}
}
});
dialog.fields_dict.items.grid.refresh();
},
cancel_stock_reservation_entries(frm) {
frappe.call({
method: 'erpnext.stock.doctype.stock_reservation_entry.stock_reservation_entry.cancel_stock_reservation_entries',
args: {
voucher_type: frm.doctype,
voucher_no: frm.docname
},
freeze: true,
freeze_message: __('Unreserving Stock...'),
callback: (r) => {
frm.doc.__onload.has_reserved_stock = false;
frm.reload_doc();
}
})
}
});

15
erpnext/selling/doctype/sales_order/sales_order.json
View File

@@ -42,6 +42,7 @@
"scan_barcode",
"column_break_28",
"set_warehouse",
"reserve_stock",
"items_section",
"items",
"section_break_31",
@@ -1625,13 +1626,24 @@
"fieldname": "named_place",
"fieldtype": "Data",
"label": "Named Place"
},
{
"default": "0",
"depends_on": "eval: (doc.docstatus == 0 || doc.reserve_stock)",
"description": "If checked, Stock Reservation Entries will be created on <b>Submit</b>",
"fieldname": "reserve_stock",
"fieldtype": "Check",
"label": "Reserve Stock",
"no_copy": 1,
"print_hide": 1,
"report_hide": 1
}
],
"icon": "fa fa-file-text",
"idx": 105,
"is_submittable": 1,
"links": [],
"modified": "2023-04-20 11:14:01.036202",
"modified": "2023-04-22 09:55:37.008190",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Order",
@@ -1664,7 +1676,6 @@
"read": 1,
"report": 1,
"role": "Sales Manager",
"set_user_permissions": 1,
"share": 1,
"submit": 1,
"write": 1

178
erpnext/selling/doctype/sales_order/sales_order.py
View File

@@ -30,6 +30,11 @@ from erpnext.manufacturing.doctype.production_plan.production_plan import (
from erpnext.selling.doctype.customer.customer import check_credit_limit
from erpnext.setup.doctype.item_group.item_group import get_item_group_defaults
from erpnext.stock.doctype.item.item import get_item_defaults
from erpnext.stock.doctype.stock_reservation_entry.stock_reservation_entry import (
cancel_stock_reservation_entries,
get_sre_reserved_qty_details_for_voucher,
has_reserved_stock,
)
from erpnext.stock.get_item_details import get_default_bom, get_price_list_rate
from erpnext.stock.stock_balance import get_reserved_qty, update_bin_qty
@@ -44,6 +49,14 @@ class SalesOrder(SellingController):
def __init__(self, *args, **kwargs):
super(SalesOrder, self).__init__(*args, **kwargs)
def onload(self) -> None:
if frappe.get_cached_value("Stock Settings", None, "enable_stock_reservation"):
if self.has_unreserved_stock():
self.set_onload("has_unreserved_stock", True)
if has_reserved_stock(self.doctype, self.name):
self.set_onload("has_reserved_stock", True)
def validate(self):
super(SalesOrder, self).validate()
self.validate_delivery_date()
@@ -241,6 +254,9 @@ class SalesOrder(SellingController):
update_coupon_code_count(self.coupon_code, "used")
if self.get("reserve_stock"):
self.create_stock_reservation_entries()
def on_cancel(self):
self.ignore_linked_doctypes = ("GL Entry", "Stock Ledger Entry", "Payment Ledger Entry")
super(SalesOrder, self).on_cancel()
@@ -257,6 +273,7 @@ class SalesOrder(SellingController):
self.db_set("status", "Cancelled")
self.update_blanket_order()
cancel_stock_reservation_entries("Sales Order", self.name)
unlink_inter_company_doc(self.doctype, self.name, self.inter_company_order_reference)
if self.coupon_code:
@@ -485,6 +502,166 @@ class SalesOrder(SellingController):
).format(item.item_code)
)
def has_unreserved_stock(self) -> bool:
"""Returns True if there is any unreserved item in the Sales Order."""
reserved_qty_details = get_sre_reserved_qty_details_for_voucher("Sales Order", self.name)
for item in self.get("items"):
if not item.get("reserve_stock"):
continue
unreserved_qty = get_unreserved_qty(item, reserved_qty_details)
if unreserved_qty > 0:
return True
return False
@frappe.whitelist()
def create_stock_reservation_entries(self, items_details=None, notify=True):
"""Creates Stock Reservation Entries for Sales Order Items."""
from erpnext.stock.doctype.stock_reservation_entry.stock_reservation_entry import (
get_available_qty_to_reserve,
validate_stock_reservation_settings,
)
validate_stock_reservation_settings(self)
allow_partial_reservation = frappe.db.get_single_value(
"Stock Settings", "allow_partial_reservation"
)
items = []
if items_details:
for item in items_details:
so_item = frappe.get_doc("Sales Order Item", item["name"])
so_item.reserve_stock = 1
so_item.warehouse = item["warehouse"]
so_item.qty_to_reserve = flt(item["qty_to_reserve"]) * flt(so_item.conversion_factor)
items.append(so_item)
sre_count = 0
reserved_qty_details = get_sre_reserved_qty_details_for_voucher("Sales Order", self.name)
for item in items or self.get("items"):
# Skip if `Reserved Stock` is not checked for the item.
if not item.get("reserve_stock"):
continue
# Skip if Non-Stock Item.
if not frappe.get_cached_value("Item", item.item_code, "is_stock_item"):
frappe.msgprint(
_("Row #{0}: Stock cannot be reserved for a non-stock Item {1}").format(
item.idx, frappe.bold(item.item_code)
),
title=_("Stock Reservation"),
indicator="yellow",
)
item.db_set("reserve_stock", 0)
continue
# Skip if Group Warehouse.
if frappe.get_cached_value("Warehouse", item.warehouse, "is_group"):
frappe.msgprint(
_("Row #{0}: Stock cannot be reserved in group warehouse {1}.").format(
item.idx, frappe.bold(item.warehouse)
),
title=_("Stock Reservation"),
indicator="yellow",
)
continue
unreserved_qty = get_unreserved_qty(item, reserved_qty_details)
# Stock is already reserved for the item, notify the user and skip the item.
if unreserved_qty <= 0:
frappe.msgprint(
_("Row #{0}: Stock is already reserved for the Item {1}.").format(
item.idx, frappe.bold(item.item_code)
),
title=_("Stock Reservation"),
indicator="yellow",
)
continue
available_qty_to_reserve = get_available_qty_to_reserve(item.item_code, item.warehouse)
# No stock available to reserve, notify the user and skip the item.
if available_qty_to_reserve <= 0:
frappe.msgprint(
_("Row #{0}: No available stock to reserve for the Item {1} in Warehouse {2}.").format(
item.idx, frappe.bold(item.item_code), frappe.bold(item.warehouse)
),
title=_("Stock Reservation"),
indicator="orange",
)
continue
# The quantity which can be reserved.
qty_to_be_reserved = min(unreserved_qty, available_qty_to_reserve)
if hasattr(item, "qty_to_reserve"):
if item.qty_to_reserve <= 0:
frappe.msgprint(
_("Row #{0}: Quantity to reserve for the Item {1} should be greater than 0.").format(
item.idx, frappe.bold(item.item_code)
),
title=_("Stock Reservation"),
indicator="orange",
)
continue
else:
qty_to_be_reserved = min(qty_to_be_reserved, item.qty_to_reserve)
# Partial Reservation
if qty_to_be_reserved < unreserved_qty:
if not item.get("qty_to_reserve") or qty_to_be_reserved < flt(item.get("qty_to_reserve")):
frappe.msgprint(
_("Row #{0}: Only {1} available to reserve for the Item {2}").format(
item.idx,
frappe.bold(str(qty_to_be_reserved / item.conversion_factor) + " " + item.uom),
frappe.bold(item.item_code),
),
title=_("Stock Reservation"),
indicator="orange",
)
# Skip the item if `Partial Reservation` is disabled in the Stock Settings.
if not allow_partial_reservation:
continue
# Create and Submit Stock Reservation Entry
sre = frappe.new_doc("Stock Reservation Entry")
sre.item_code = item.item_code
sre.warehouse = item.warehouse
sre.voucher_type = self.doctype
sre.voucher_no = self.name
sre.voucher_detail_no = item.name
sre.available_qty = available_qty_to_reserve
sre.voucher_qty = item.stock_qty
sre.reserved_qty = qty_to_be_reserved
sre.company = self.company
sre.stock_uom = item.stock_uom
sre.project = self.project
sre.save()
sre.submit()
sre_count += 1
if sre_count and notify:
frappe.msgprint(_("Stock Reservation Entries Created"), alert=True, indicator="green")
def get_unreserved_qty(item: object, reserved_qty_details: dict) -> float:
"""Returns the unreserved quantity for the Sales Order Item."""
existing_reserved_qty = reserved_qty_details.get(item.name, 0)
return (
item.stock_qty
- flt(item.delivered_qty) * item.get("conversion_factor", 1)
- existing_reserved_qty
)
def get_list_context(context=None):
from erpnext.controllers.website_list_for_contact import get_list_context
@@ -680,7 +857,6 @@ def make_delivery_note(source_name, target_doc=None, skip_item_mapping=False):
}
target_doc = get_mapped_doc("Sales Order", source_name, mapper, target_doc, set_missing_values)
target_doc.set_onload("ignore_price_list", True)
return target_doc

3
erpnext/selling/doctype/sales_order/sales_order_dashboard.py
View File

@@ -11,6 +11,7 @@ def get_data():
"Payment Request": "reference_name",
"Auto Repeat": "reference_document",
"Maintenance Visit": "prevdoc_docname",
"Stock Reservation Entry": "voucher_no",
},
"internal_links": {
"Quotation": ["items", "prevdoc_docname"],
@@ -23,7 +24,7 @@ def get_data():
{"label": _("Purchasing"), "items": ["Material Request", "Purchase Order"]},
{"label": _("Projects"), "items": ["Project"]},
{"label": _("Manufacturing"), "items": ["Work Order"]},
{"label": _("Reference"), "items": ["Quotation", "Auto Repeat"]},
{"label": _("Reference"), "items": ["Quotation", "Auto Repeat", "Stock Reservation Entry"]},
{"label": _("Payment"), "items": ["Payment Entry", "Payment Request", "Journal Entry"]},
],
}

135
erpnext/selling/doctype/sales_order/test_sales_order.py
View File

@@ -1878,6 +1878,141 @@ class TestSalesOrder(FrappeTestCase):
self.assertEqual(pe.references[1].reference_name, so.name)
self.assertEqual(pe.references[1].allocated_amount, 300)
@change_settings("Stock Settings", {"enable_stock_reservation": 1})
def test_stock_reservation_against_sales_order(self) -> None:
from random import randint, uniform
from erpnext.stock.doctype.stock_reservation_entry.stock_reservation_entry import (
cancel_stock_reservation_entries,
get_sre_reserved_qty_details_for_voucher,
get_stock_reservation_entries_for_voucher,
has_reserved_stock,
)
from erpnext.stock.doctype.stock_reservation_entry.test_stock_reservation_entry import (
create_items,
create_material_receipt,
)
items_details, warehouse = create_items(), "_Test Warehouse - _TC"
se = create_material_receipt(items_details, warehouse, qty=10)
item_list = []
for item_code, properties in items_details.items():
stock_uom = properties.stock_uom
item_list.append(
{
"item_code": item_code,
"warehouse": warehouse,
"qty": flt(uniform(11, 100), 0 if stock_uom == "Nos" else 3),
"uom": stock_uom,
"rate": randint(10, 200),
}
)
so = make_sales_order(
item_list=item_list,
warehouse="_Test Warehouse - _TC",
)
# Test - 1: Stock should not be reserved if the Available Qty to Reserve is less than the Ordered Qty and Partial Reservation is disabled in Stock Settings.
with change_settings("Stock Settings", {"allow_partial_reservation": 0}):
so.create_stock_reservation_entries()
self.assertFalse(has_reserved_stock("Sales Order", so.name))
# Test - 2: Stock should be Partially Reserved if the Partial Reservation is enabled in Stock Settings.
with change_settings("Stock Settings", {"allow_partial_reservation": 1}):
so.create_stock_reservation_entries()
so.load_from_db()
self.assertTrue(has_reserved_stock("Sales Order", so.name))
for item in so.items:
sre_details = get_stock_reservation_entries_for_voucher(
"Sales Order", so.name, item.name, fields=["reserved_qty", "status"]
)
self.assertEqual(item.stock_reserved_qty, sre_details[0].reserved_qty)
self.assertEqual(sre_details[0].status, "Partially Reserved")
se.cancel()
# Test - 3: Stock should be fully Reserved if the Available Qty to Reserve is greater than the Un-reserved Qty.
create_material_receipt(items_details, warehouse, qty=110)
so.create_stock_reservation_entries()
so.load_from_db()
reserved_qty_details = get_sre_reserved_qty_details_for_voucher("Sales Order", so.name)
for item in so.items:
reserved_qty = reserved_qty_details[item.name]
self.assertEqual(item.stock_reserved_qty, reserved_qty)
self.assertEqual(item.stock_qty, item.stock_reserved_qty)
# Test - 4: Stock should get unreserved on cancellation of Stock Reservation Entries.
cancel_stock_reservation_entries("Sales Order", so.name)
so.load_from_db()
self.assertFalse(has_reserved_stock("Sales Order", so.name))
for item in so.items:
self.assertEqual(item.stock_reserved_qty, 0)
# Test - 5: Re-reserve the stock.
so.create_stock_reservation_entries()
self.assertTrue(has_reserved_stock("Sales Order", so.name))
# Test - 6: Stock should get unreserved on cancellation of Sales Order.
so.cancel()
so.load_from_db()
self.assertFalse(has_reserved_stock("Sales Order", so.name))
for item in so.items:
self.assertEqual(item.stock_reserved_qty, 0)
# Create Sales Order and Reserve Stock.
so = make_sales_order(
item_list=item_list,
warehouse="_Test Warehouse - _TC",
)
so.create_stock_reservation_entries()
# Test - 7: Partial Delivery against Sales Order.
dn1 = make_delivery_note(so.name)
for item in dn1.items:
item.qty = flt(uniform(1, 10), 0 if item.stock_uom == "Nos" else 3)
dn1.save()
dn1.submit()
for item in so.items:
sre_details = get_stock_reservation_entries_for_voucher(
"Sales Order", so.name, item.name, fields=["delivered_qty", "status"]
)
self.assertGreater(sre_details[0].delivered_qty, 0)
self.assertEqual(sre_details[0].status, "Partially Delivered")
# Test - 8: Over Delivery against Sales Order, SRE Delivered Qty should not be greater than the SRE Reserved Qty.
with change_settings("Stock Settings", {"over_delivery_receipt_allowance": 100}):
dn2 = make_delivery_note(so.name)
for item in dn2.items:
item.qty += flt(uniform(1, 10), 0 if item.stock_uom == "Nos" else 3)
dn2.save()
dn2.submit()
for item in so.items:
sre_details = frappe.db.get_all(
"Stock Reservation Entry",
filters={
"voucher_type": "Sales Order",
"voucher_no": so.name,
"voucher_detail_no": item.name,
},
fields=["status", "reserved_qty", "delivered_qty"],
)
for sre_detail in sre_details:
self.assertEqual(sre_detail.reserved_qty, sre_detail.delivered_qty)
self.assertEqual(sre_detail.status, "Delivered")
def test_delivered_item_material_request(self):
"SO -> MR (Manufacture) -> WO. Test if WO Qty is updated in SO."
from erpnext.manufacturing.doctype.work_order.work_order import (

25
erpnext/selling/doctype/sales_order_item/sales_order_item.json
View File

@@ -10,6 +10,7 @@
"item_code",
"customer_item_code",
"ensure_delivery_based_on_produced_serial_no",
"reserve_stock",
"col_break1",
"delivery_date",
"item_name",
@@ -27,6 +28,7 @@
"uom",
"conversion_factor",
"stock_qty",
"stock_reserved_qty",
"section_break_16",
"price_list_rate",
"base_price_list_rate",
@@ -859,12 +861,33 @@
"fieldname": "material_request_item",
"fieldtype": "Data",
"label": "Material Request Item"
},
{
"allow_on_submit": 1,
"default": "1",
"fieldname": "reserve_stock",
"fieldtype": "Check",
"label": "Reserve Stock",
"print_hide": 1,
"report_hide": 1
},
{
"default": "0",
"depends_on": "eval: doc.stock_reserved_qty",
"fieldname": "stock_reserved_qty",
"fieldtype": "Float",
"label": "Stock Reserved Qty (in Stock UOM)",
"no_copy": 1,
"non_negative": 1,
"print_hide": 1,
"read_only": 1,
"report_hide": 1
}
],
"idx": 1,
"istable": 1,
"links": [],
"modified": "2022-12-25 02:51:10.247569",
"modified": "2023-04-04 10:44:05.707488",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Order Item",

12
erpnext/selling/form_tour/quotation/quotation.json
View File

@@ -2,9 +2,11 @@
"creation": "2021-11-23 12:00:36.138824",
"docstatus": 0,
"doctype": "Form Tour",
"first_document": 0,
"idx": 0,
"include_name_field": 0,
"is_standard": 1,
"modified": "2021-11-23 12:02:48.010298",
"modified": "2023-05-23 12:51:48.684517",
"modified_by": "Administrator",
"module": "Selling",
"name": "Quotation",
@@ -14,51 +16,43 @@
"steps": [
{
"description": "Select a customer or lead for whom this quotation is being prepared. Let's select a Customer.",
"field": "",
"fieldname": "quotation_to",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Quotation To",
"parent_field": "",
"position": "Right",
"title": "Quotation To"
},
{
"description": "Select a specific Customer to whom this quotation will be sent.",
"field": "",
"fieldname": "party_name",
"fieldtype": "Dynamic Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Party",
"parent_field": "",
"position": "Right",
"title": "Party"
},
{
"child_doctype": "Quotation Item",
"description": "Select an item for which you will be quoting a price.",
"field": "",
"fieldname": "items",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Items",
"parent_field": "",
"parent_fieldname": "items",
"position": "Bottom",
"title": "Items"
},
{
"description": "You can select pre-populated Sales Taxes and Charges from here.",
"field": "",
"fieldname": "taxes",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Sales Taxes and Charges",
"parent_field": "",
"position": "Bottom",
"title": "Sales Taxes and Charges"
}

123
erpnext/selling/workspace/retail/retail.json
View File

@@ -1,123 +0,0 @@
{
"charts": [],
"content": "[{\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Your Shortcuts</b></span>\",\"col\":12}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Point Of Sale\",\"col\":3}},{\"type\":\"spacer\",\"data\":{\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports & Masters</b></span>\",\"col\":12}},{\"type\":\"card\",\"data\":{\"card_name\":\"Settings & Configurations\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Loyalty Program\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Opening & Closing\",\"col\":4}}]",
"creation": "2020-03-02 17:18:32.505616",
"docstatus": 0,
"doctype": "Workspace",
"for_user": "",
"hide_custom": 0,
"icon": "retail",
"idx": 0,
"label": "Retail",
"links": [
{
"hidden": 0,
"is_query_report": 0,
"label": "Settings & Configurations",
"link_count": 2,
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Point-of-Sale Profile",
"link_count": 0,
"link_to": "POS Profile",
"link_type": "DocType",
"onboard": 1,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "POS Settings",
"link_count": 0,
"link_to": "POS Settings",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Loyalty Program",
"link_count": 2,
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loyalty Program",
"link_count": 0,
"link_to": "Loyalty Program",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loyalty Point Entry",
"link_count": 0,
"link_to": "Loyalty Point Entry",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Opening & Closing",
"link_count": 2,
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "POS Opening Entry",
"link_count": 0,
"link_to": "POS Opening Entry",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "POS Closing Entry",
"link_count": 0,
"link_to": "POS Closing Entry",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
}
],
"modified": "2022-01-13 18:07:56.711095",
"modified_by": "Administrator",
"module": "Selling",
"name": "Retail",
"owner": "Administrator",
"parent_page": "",
"public": 1,
"restrict_to_domain": "Retail",
"roles": [],
"sequence_id": 22.0,
"shortcuts": [
{
"doc_view": "",
"label": "Point Of Sale",
"link_to": "point-of-sale",
"type": "Page"
}
],
"title": "Retail"
}

167
erpnext/selling/workspace/selling/selling.json
View File

@@ -5,14 +5,16 @@
"label": "Sales Order Trends"
}
],
"content": "[{\"type\":\"onboarding\",\"data\":{\"onboarding_name\":\"Selling\",\"col\":12}},{\"type\":\"chart\",\"data\":{\"chart_name\":\"Sales Order Trends\",\"col\":12}},{\"type\":\"spacer\",\"data\":{\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Quick Access</b></span>\",\"col\":12}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Item\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Order\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Analytics\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Order Analysis\",\"col\":3}},{\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"type\":\"spacer\",\"data\":{\"col\":12}},{\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"type\":\"card\",\"data\":{\"card_name\":\"Selling\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Items and Pricing\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Key Reports\",\"col\":4}},{\"type\":\"card\",\"data\":{\"card_name\":\"Other Reports\",\"col\":4}}]",
"content": "[{\"id\":\"ow595dYDrI\",\"type\":\"onboarding\",\"data\":{\"onboarding_name\":\"Selling\",\"col\":12}},{\"id\":\"vBSf8Vi9U8\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Sales Order Trends\",\"col\":12}},{\"id\":\"aW2i5R5GRP\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"1it3dCOnm6\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Quick Access</b></span>\",\"col\":12}},{\"id\":\"x7pLl-spS4\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Item\",\"col\":3}},{\"id\":\"SSGrXWmY-H\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Order\",\"col\":3}},{\"id\":\"-5J_yLxDaS\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Analytics\",\"col\":3}},{\"id\":\"6YEYpnIBKV\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Point of Sale\",\"col\":3}},{\"id\":\"c_GjZuZ2oN\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"id\":\"oNjjNbnUHp\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"0BcePLg0g1\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"id\":\"uze5dJ1ipL\",\"type\":\"card\",\"data\":{\"card_name\":\"Selling\",\"col\":4}},{\"id\":\"3j2fYwMAkq\",\"type\":\"card\",\"data\":{\"card_name\":\"Point of Sale\",\"col\":4}},{\"id\":\"xImm8NepFt\",\"type\":\"card\",\"data\":{\"card_name\":\"Items and Pricing\",\"col\":4}},{\"id\":\"6MjIe7KCQo\",\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"id\":\"lBu2EKgmJF\",\"type\":\"card\",\"data\":{\"card_name\":\"Key Reports\",\"col\":4}},{\"id\":\"1ARHrjg4kI\",\"type\":\"card\",\"data\":{\"card_name\":\"Other Reports\",\"col\":4}}]",
"creation": "2020-01-28 11:49:12.092882",
"custom_blocks": [],
"docstatus": 0,
"doctype": "Workspace",
"for_user": "",
"hide_custom": 0,
"icon": "sell",
"idx": 0,
"is_hidden": 0,
"label": "Selling",
"links": [
{
@@ -317,140 +319,68 @@
{
"hidden": 0,
"is_query_report": 0,
"label": "Other Reports",
"link_count": 12,
"label": "Point of Sale",
"link_count": 6,
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "Lead",
"hidden": 0,
"is_query_report": 1,
"label": "Lead Details",
"is_query_report": 0,
"label": "Point-of-Sale Profile",
"link_count": 0,
"link_to": "Lead Details",
"link_type": "Report",
"link_to": "POS Profile",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Address",
"hidden": 0,
"is_query_report": 1,
"label": "Customer Addresses And Contacts",
"is_query_report": 0,
"label": "POS Settings",
"link_count": 0,
"link_to": "Address And Contacts",
"link_type": "Report",
"link_to": "POS Settings",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Item",
"hidden": 0,
"is_query_report": 1,
"label": "Available Stock for Packing Items",
"is_query_report": 0,
"label": "POS Opening Entry",
"link_count": 0,
"link_to": "Available Stock for Packing Items",
"link_type": "Report",
"link_to": "POS Opening Entry",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Sales Order",
"hidden": 0,
"is_query_report": 1,
"label": "Pending SO Items For Purchase Request",
"is_query_report": 0,
"label": "POS Closing Entry",
"link_count": 0,
"link_to": "Pending SO Items For Purchase Request",
"link_type": "Report",
"link_to": "POS Closing Entry",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Delivery Note",
"hidden": 0,
"is_query_report": 1,
"label": "Delivery Note Trends",
"is_query_report": 0,
"label": "Loyalty Program",
"link_count": 0,
"link_to": "Delivery Note Trends",
"link_type": "Report",
"link_to": "Loyalty Program",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Sales Invoice",
"hidden": 0,
"is_query_report": 1,
"label": "Sales Invoice Trends",
"is_query_report": 0,
"label": "Loyalty Point Entry",
"link_count": 0,
"link_to": "Sales Invoice Trends",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Customer",
"hidden": 0,
"is_query_report": 1,
"label": "Customer Credit Balance",
"link_count": 0,
"link_to": "Customer Credit Balance",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Customer",
"hidden": 0,
"is_query_report": 1,
"label": "Customers Without Any Sales Transactions",
"link_count": 0,
"link_to": "Customers Without Any Sales Transactions",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Customer",
"hidden": 0,
"is_query_report": 1,
"label": "Sales Partners Commission",
"link_count": 0,
"link_to": "Sales Partners Commission",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Sales Order",
"hidden": 0,
"is_query_report": 1,
"label": "Territory Target Variance Based On Item Group",
"link_count": 0,
"link_to": "Territory Target Variance Based On Item Group",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Sales Order",
"hidden": 0,
"is_query_report": 1,
"label": "Sales Person Target Variance Based On Item Group",
"link_count": 0,
"link_to": "Sales Person Target Variance Based On Item Group",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Sales Order",
"hidden": 0,
"is_query_report": 1,
"label": "Sales Partner Target Variance Based On Item Group",
"link_count": 0,
"link_to": "Sales Partner Target Variance based on Item Group",
"link_type": "Report",
"link_to": "Loyalty Point Entry",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
@@ -458,7 +388,7 @@
"hidden": 0,
"is_query_report": 0,
"label": "Key Reports",
"link_count": 22,
"link_count": 9,
"onboard": 0,
"type": "Card Break"
},
@@ -562,15 +492,12 @@
"type": "Link"
},
{
"dependencies": "Lead",
"hidden": 0,
"is_query_report": 1,
"label": "Lead Details",
"link_count": 0,
"link_to": "Lead Details",
"link_type": "Report",
"is_query_report": 0,
"label": "Other Reports",
"link_count": 11,
"onboard": 0,
"type": "Link"
"type": "Card Break"
},
{
"dependencies": "Address",
@@ -692,29 +619,26 @@
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 1,
"label": "Payment Terms Status for Sales Order",
"link_count": 0,
"link_to": "Payment Terms Status for Sales Order",
"link_type": "Report",
"onboard": 0,
"type": "Link"
}
],
"modified": "2023-04-16 13:29:55.087240",
"modified": "2023-05-26 16:31:53.634851",
"modified_by": "Administrator",
"module": "Selling",
"name": "Selling",
"number_cards": [],
"owner": "Administrator",
"parent_page": "",
"public": 1,
"quick_lists": [],
"restrict_to_domain": "",
"roles": [],
"sequence_id": 23.0,
"sequence_id": 6.0,
"shortcuts": [
{
"label": "Point of Sale",
"link_to": "point-of-sale",
"type": "Page"
},
{
"color": "Grey",
"format": "{} Available",
@@ -739,11 +663,6 @@
"stats_filter": "{ \"Status\": \"Open\" }",
"type": "Report"
},
{
"label": "Sales Order Analysis",
"link_to": "Sales Order Analysis",
"type": "Report"
},
{
"label": "Dashboard",
"link_to": "Selling",