diff --git a/CODEOWNERS b/CODEOWNERS new file mode 100644 index 00000000000..5e1113d34f9 --- /dev/null +++ b/CODEOWNERS @@ -0,0 +1,19 @@ +# Each line is a file pattern followed by one or more owners. + +# These owners will be the default owners for everything in +# the repo. Unless a later match takes precedence, + +* @nabinhait +manufacturing/ @rohitwaghchaure +accounts/ @deepeshgarg007 @nextchamp-saqib +loan_management/ @deepeshgarg007 +pos* @nextchamp-saqib +assets/ @nextchamp-saqib +stock/ @marination @rohitwaghchaure +buying/ @marination @rohitwaghchaure +hr/ @Anurag810 +projects/ @hrwX +support/ @hrwX +healthcare/ @ruchamahabal +erpnext_integrations/ @Mangesh-Khairnar +requirements.txt @gavindsouza diff --git a/erpnext/accounts/desk_page/accounting/accounting.json b/erpnext/accounts/desk_page/accounting/accounting.json index 7a777f9fd23..8566eadad4e 100644 --- a/erpnext/accounts/desk_page/accounting/accounting.json +++ b/erpnext/accounts/desk_page/accounting/accounting.json @@ -1,83 +1,96 @@ { "cards": [ { - "links": "[\n {\n \"description\": \"Company (not Customer or Supplier) master.\",\n \"label\": \"Company\",\n \"name\": \"Company\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of financial accounts.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Chart of Accounts\",\n \"name\": \"Account\",\n \"onboard\": 1,\n \"route\": \"#Tree/Account\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Accounts Settings\",\n \"name\": \"Accounts Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Financial / accounting year.\",\n \"label\": \"Fiscal Year\",\n \"name\": \"Fiscal Year\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Accounting Dimension\",\n \"name\": \"Accounting Dimension\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Finance Book\",\n \"name\": \"Finance Book\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Accounting Period\",\n \"name\": \"Accounting Period\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Payment Terms based on conditions\",\n \"label\": \"Payment Term\",\n \"name\": \"Payment Term\",\n \"type\": \"doctype\"\n }\n]", - "title": "Accounting Masters" + "hidden": 0, + "label": "Accounting Masters", + "links": "[\n {\n \"description\": \"Company (not Customer or Supplier) master.\",\n \"label\": \"Company\",\n \"name\": \"Company\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of financial accounts.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Chart of Accounts\",\n \"name\": \"Account\",\n \"onboard\": 1,\n \"route\": \"#Tree/Account\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Accounts Settings\",\n \"name\": \"Accounts Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Financial / accounting year.\",\n \"label\": \"Fiscal Year\",\n \"name\": \"Fiscal Year\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Accounting Dimension\",\n \"name\": \"Accounting Dimension\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Finance Book\",\n \"name\": \"Finance Book\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Accounting Period\",\n \"name\": \"Accounting Period\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Payment Terms based on conditions\",\n \"label\": \"Payment Term\",\n \"name\": \"Payment Term\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Accounting journal entries.\",\n \"label\": \"Journal Entry\",\n \"name\": \"Journal Entry\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"General Ledger\",\n \"name\": \"General Ledger\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Customer Ledger Summary\",\n \"name\": \"Customer Ledger Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Supplier Ledger Summary\",\n \"name\": \"Supplier Ledger Summary\",\n \"type\": \"report\"\n }\n]", - "title": "General Ledger" + "hidden": 0, + "label": "General Ledger", + "links": "[\n {\n \"description\": \"Accounting journal entries.\",\n \"label\": \"Journal Entry\",\n \"name\": \"Journal Entry\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"General Ledger\",\n \"name\": \"General Ledger\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Customer Ledger Summary\",\n \"name\": \"Customer Ledger Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Supplier Ledger Summary\",\n \"name\": \"Supplier Ledger Summary\",\n \"type\": \"report\"\n }\n]" }, { - 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"title": "Accounts Receivable" + "hidden": 0, + "label": "Accounts Receivable", + "links": "[\n {\n \"description\": \"Bills raised to Customers.\",\n \"label\": \"Sales Invoice\",\n \"name\": \"Sales Invoice\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Customer database.\",\n \"label\": \"Customer\",\n \"name\": \"Customer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Bank/Cash transactions against party or for internal transfer\",\n \"label\": \"Payment Entry\",\n \"name\": \"Payment Entry\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Payment Request\",\n \"label\": \"Payment Request\",\n \"name\": \"Payment Request\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Accounts Receivable\",\n \"name\": \"Accounts Receivable\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Accounts Receivable Summary\",\n \"name\": \"Accounts Receivable Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Sales Register\",\n \"name\": \"Sales Register\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Item-wise Sales Register\",\n \"name\": \"Item-wise Sales Register\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Ordered Items To Be Billed\",\n \"name\": \"Ordered Items To Be Billed\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Delivered Items To Be Billed\",\n \"name\": \"Delivered Items To Be Billed\",\n \"type\": \"report\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Bills raised by Suppliers.\",\n \"label\": \"Purchase Invoice\",\n \"name\": \"Purchase Invoice\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Supplier database.\",\n \"label\": \"Supplier\",\n \"name\": \"Supplier\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Bank/Cash transactions against party or for internal transfer\",\n \"label\": \"Payment Entry\",\n \"name\": \"Payment Entry\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Accounts Payable\",\n \"name\": \"Accounts Payable\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Accounts Payable Summary\",\n \"name\": \"Accounts Payable Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Purchase Register\",\n \"name\": \"Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Item-wise Purchase Register\",\n \"name\": \"Item-wise Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Purchase Order Items To Be Billed\",\n \"name\": \"Purchase Order Items To Be Billed\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Received Items To Be Billed\",\n \"name\": \"Received Items To Be Billed\",\n \"type\": \"report\"\n }\n]", - "title": "Accounts Payable" + "hidden": 0, + "label": "Accounts Payable", + "links": "[\n {\n \"description\": \"Bills raised by Suppliers.\",\n \"label\": \"Purchase Invoice\",\n \"name\": \"Purchase Invoice\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Supplier database.\",\n \"label\": \"Supplier\",\n \"name\": \"Supplier\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Bank/Cash transactions against party or for internal transfer\",\n \"label\": \"Payment Entry\",\n \"name\": \"Payment Entry\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Accounts Payable\",\n \"name\": \"Accounts Payable\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Accounts Payable Summary\",\n \"name\": \"Accounts Payable Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Purchase Register\",\n \"name\": \"Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Item-wise Purchase Register\",\n \"name\": \"Item-wise Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Purchase Order Items To Be Billed\",\n \"name\": \"Purchase Order Items To Be Billed\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Received Items To Be Billed\",\n \"name\": \"Received Items To Be Billed\",\n \"type\": \"report\"\n }\n]" }, { - "icon": "fa fa-table", - "links": "[\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Trial Balance for Party\",\n \"name\": \"Trial Balance for Party\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Journal Entry\"\n ],\n \"doctype\": \"Journal Entry\",\n \"is_query_report\": true,\n \"label\": \"Payment Period Based On Invoice Date\",\n \"name\": \"Payment Period Based On Invoice Date\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Sales Partners Commission\",\n \"name\": \"Sales Partners Commission\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Customer Credit Balance\",\n \"name\": \"Customer Credit Balance\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Sales Payment Summary\",\n \"name\": \"Sales Payment Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Address\"\n ],\n \"doctype\": \"Address\",\n \"is_query_report\": true,\n \"label\": \"Address And Contacts\",\n \"name\": \"Address And Contacts\",\n \"type\": \"report\"\n }\n]", - "title": "Reports" + "hidden": 0, + "label": "Reports", + "links": "[\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Trial Balance for Party\",\n \"name\": \"Trial Balance for Party\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Journal Entry\"\n ],\n \"doctype\": \"Journal Entry\",\n \"is_query_report\": true,\n \"label\": \"Payment Period Based On Invoice Date\",\n \"name\": \"Payment Period Based On Invoice Date\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Sales Partners Commission\",\n \"name\": \"Sales Partners Commission\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Customer Credit Balance\",\n \"name\": \"Customer Credit Balance\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Sales Payment Summary\",\n \"name\": \"Sales Payment Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Address\"\n ],\n \"doctype\": \"Address\",\n \"is_query_report\": true,\n \"label\": \"Address And Contacts\",\n \"name\": \"Address And Contacts\",\n \"type\": \"report\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Trial Balance\",\n \"name\": \"Trial Balance\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Profit and Loss Statement\",\n \"name\": \"Profit and Loss Statement\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Balance Sheet\",\n \"name\": \"Balance Sheet\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Cash Flow\",\n \"name\": \"Cash Flow\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Consolidated Financial Statement\",\n \"name\": \"Consolidated Financial Statement\",\n \"type\": \"report\"\n }\n]", - "title": "Financial Statements" + "hidden": 0, + "label": "Financial Statements", + "links": "[\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Trial Balance\",\n \"name\": \"Trial Balance\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Profit and Loss Statement\",\n \"name\": \"Profit and Loss Statement\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Balance Sheet\",\n \"name\": \"Balance Sheet\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Cash Flow\",\n \"name\": \"Cash Flow\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Consolidated Financial Statement\",\n \"name\": \"Consolidated Financial Statement\",\n \"type\": \"report\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Enable / disable currencies.\",\n \"label\": \"Currency\",\n \"name\": \"Currency\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Currency exchange rate master.\",\n \"label\": \"Currency Exchange\",\n \"name\": \"Currency Exchange\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Exchange Rate Revaluation master.\",\n \"label\": \"Exchange Rate Revaluation\",\n \"name\": \"Exchange Rate Revaluation\",\n \"type\": \"doctype\"\n }\n]", - "title": "Multi Currency" + "hidden": 0, + "label": "Multi Currency", + "links": "[\n {\n \"description\": \"Enable / disable currencies.\",\n \"label\": \"Currency\",\n \"name\": \"Currency\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Currency exchange rate master.\",\n \"label\": \"Currency Exchange\",\n \"name\": \"Currency Exchange\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Exchange Rate Revaluation master.\",\n \"label\": \"Exchange Rate Revaluation\",\n \"name\": \"Exchange Rate Revaluation\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-cog", - "links": "[\n {\n \"description\": \"Setup Gateway accounts.\",\n \"label\": \"Payment Gateway Account\",\n \"name\": \"Payment Gateway Account\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Template of terms or contract.\",\n \"label\": \"Terms and Conditions Template\",\n \"name\": \"Terms and Conditions\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"e.g. Bank, Cash, Credit Card\",\n \"label\": \"Mode of Payment\",\n \"name\": \"Mode of Payment\",\n \"type\": \"doctype\"\n }\n]", - "title": "Settings" + "hidden": 0, + "label": "Settings", + "links": "[\n {\n \"description\": \"Setup Gateway accounts.\",\n \"label\": \"Payment Gateway Account\",\n \"name\": \"Payment Gateway Account\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Template of terms or contract.\",\n \"label\": \"Terms and Conditions Template\",\n \"name\": \"Terms and Conditions\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"e.g. Bank, Cash, Credit Card\",\n \"label\": \"Mode of Payment\",\n \"name\": \"Mode of Payment\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Bank\",\n \"name\": \"Bank\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Account\",\n \"name\": \"Bank Account\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Statement Transaction Entry\",\n \"name\": \"Bank Statement Transaction Entry\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Statement Settings\",\n \"name\": \"Bank Statement Settings\",\n \"type\": \"doctype\"\n }\n]", - "title": "Bank Statement" + "hidden": 0, + "label": "Bank Statement", + "links": "[\n {\n \"label\": \"Bank\",\n \"name\": \"Bank\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Account\",\n \"name\": \"Bank Account\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Statement Transaction Entry\",\n \"name\": \"Bank Statement Transaction Entry\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Statement Settings\",\n \"name\": \"Bank Statement Settings\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Match non-linked Invoices and Payments.\",\n \"label\": \"Match Payments with Invoices\",\n \"name\": \"Payment Reconciliation\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Update bank payment dates with journals.\",\n \"label\": \"Update Bank Transaction Dates\",\n \"name\": \"Bank Reconciliation\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Invoice Discounting\",\n \"name\": \"Invoice Discounting\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Journal Entry\"\n ],\n \"doctype\": \"Journal Entry\",\n \"is_query_report\": true,\n \"label\": \"Bank Reconciliation Statement\",\n \"name\": \"Bank Reconciliation Statement\",\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Bank Reconciliation\",\n \"name\": \"bank-reconciliation\",\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Journal Entry\"\n ],\n \"doctype\": \"Journal Entry\",\n \"is_query_report\": true,\n \"label\": \"Bank Clearance Summary\",\n \"name\": \"Bank Clearance Summary\",\n \"type\": \"report\"\n },\n {\n \"label\": \"Bank Guarantee\",\n \"name\": \"Bank Guarantee\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Setup cheque dimensions for printing\",\n \"label\": \"Cheque Print Template\",\n \"name\": \"Cheque Print Template\",\n \"type\": \"doctype\"\n }\n]", - "title": "Banking and Payments" + "hidden": 0, + "label": "Banking and Payments", + "links": "[\n {\n \"description\": \"Match non-linked Invoices and Payments.\",\n \"label\": \"Match Payments with Invoices\",\n \"name\": \"Payment Reconciliation\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Update bank payment dates with journals.\",\n \"label\": \"Update Bank Transaction Dates\",\n \"name\": \"Bank Reconciliation\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Invoice Discounting\",\n \"name\": \"Invoice Discounting\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Journal Entry\"\n ],\n \"doctype\": \"Journal Entry\",\n \"is_query_report\": true,\n \"label\": \"Bank Reconciliation Statement\",\n \"name\": \"Bank Reconciliation Statement\",\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Bank Reconciliation\",\n \"name\": \"bank-reconciliation\",\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Journal Entry\"\n ],\n \"doctype\": \"Journal Entry\",\n \"is_query_report\": true,\n \"label\": \"Bank Clearance Summary\",\n \"name\": \"Bank Clearance Summary\",\n \"type\": \"report\"\n },\n {\n \"label\": \"Bank Guarantee\",\n \"name\": \"Bank Guarantee\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Setup cheque dimensions for printing\",\n \"label\": \"Cheque Print Template\",\n \"name\": \"Cheque Print Template\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Subscription Plan\",\n \"name\": \"Subscription Plan\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Subscription\",\n \"name\": \"Subscription\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Subscription Settings\",\n \"name\": \"Subscription Settings\",\n \"type\": \"doctype\"\n }\n]", - "title": "Subscription Management" + "hidden": 0, + "label": "Subscription Management", + "links": "[\n {\n \"label\": \"Subscription Plan\",\n \"name\": \"Subscription Plan\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Subscription\",\n \"name\": \"Subscription\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Subscription Settings\",\n \"name\": \"Subscription Settings\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"GST Settings\",\n \"name\": \"GST Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"GST HSN Code\",\n \"name\": \"GST HSN Code\",\n \"type\": \"doctype\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GSTR-1\",\n \"name\": \"GSTR-1\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GSTR-2\",\n \"name\": \"GSTR-2\",\n \"type\": \"report\"\n },\n {\n \"label\": \"GSTR 3B Report\",\n \"name\": \"GSTR 3B Report\",\n \"type\": \"doctype\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Sales Register\",\n \"name\": \"GST Sales Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Purchase Register\",\n \"name\": \"GST Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Itemised Sales Register\",\n \"name\": \"GST Itemised Sales Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Itemised Purchase Register\",\n \"name\": \"GST Itemised Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"country\": \"India\",\n \"description\": \"C-Form records\",\n \"label\": \"C-Form\",\n \"name\": \"C-Form\",\n \"type\": \"doctype\"\n }\n]", - "title": "Goods and Services Tax (GST India)" + "hidden": 0, + "label": "Goods and Services Tax (GST India)", + "links": "[\n {\n \"label\": \"GST Settings\",\n \"name\": \"GST Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"GST HSN Code\",\n \"name\": \"GST HSN Code\",\n \"type\": \"doctype\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GSTR-1\",\n \"name\": \"GSTR-1\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GSTR-2\",\n \"name\": \"GSTR-2\",\n \"type\": \"report\"\n },\n {\n \"label\": \"GSTR 3B Report\",\n \"name\": \"GSTR 3B Report\",\n \"type\": \"doctype\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Sales Register\",\n \"name\": \"GST Sales Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Purchase Register\",\n \"name\": \"GST Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Itemised Sales Register\",\n \"name\": \"GST Itemised Sales Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Itemised Purchase Register\",\n \"name\": \"GST Itemised Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"country\": \"India\",\n \"description\": \"C-Form records\",\n \"label\": \"C-Form\",\n \"name\": \"C-Form\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-microchip ", - "links": "[\n {\n \"description\": \"List of available Shareholders with folio numbers\",\n \"label\": \"Shareholder\",\n \"name\": \"Shareholder\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"List of all share transactions\",\n \"label\": \"Share Transfer\",\n \"name\": \"Share Transfer\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Share Transfer\"\n ],\n \"doctype\": \"Share Transfer\",\n \"is_query_report\": true,\n \"label\": \"Share Ledger\",\n \"name\": \"Share Ledger\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Share Transfer\"\n ],\n \"doctype\": \"Share Transfer\",\n \"is_query_report\": true,\n \"label\": \"Share Balance\",\n \"name\": \"Share Balance\",\n \"type\": \"report\"\n }\n]", - "title": "Share Management" + "hidden": 0, + "label": "Share Management", + "links": "[\n {\n \"description\": \"List of available Shareholders with folio numbers\",\n \"label\": \"Shareholder\",\n \"name\": \"Shareholder\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"List of all share transactions\",\n \"label\": \"Share Transfer\",\n \"name\": \"Share Transfer\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Share Transfer\"\n ],\n \"doctype\": \"Share Transfer\",\n \"is_query_report\": true,\n \"label\": \"Share Ledger\",\n \"name\": \"Share Ledger\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Share Transfer\"\n ],\n \"doctype\": \"Share Transfer\",\n \"is_query_report\": true,\n \"label\": \"Share Balance\",\n \"name\": \"Share Balance\",\n \"type\": \"report\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Tree of financial Cost Centers.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Chart of Cost Centers\",\n \"name\": \"Cost Center\",\n \"route\": \"#Tree/Cost Center\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Define budget for a financial year.\",\n \"label\": \"Budget\",\n \"name\": \"Budget\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Accounting Dimension\",\n \"name\": \"Accounting Dimension\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Cost Center\"\n ],\n \"doctype\": \"Cost Center\",\n \"is_query_report\": true,\n \"label\": \"Budget Variance Report\",\n \"name\": \"Budget Variance Report\",\n \"type\": \"report\"\n },\n {\n \"description\": \"Seasonality for setting budgets, targets etc.\",\n \"label\": \"Monthly Distribution\",\n \"name\": \"Monthly Distribution\",\n \"type\": \"doctype\"\n }\n]", - "title": "Cost Center and Budgeting" + "hidden": 0, + "label": "Cost Center and Budgeting", + "links": "[\n {\n \"description\": \"Tree of financial Cost Centers.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Chart of Cost Centers\",\n \"name\": \"Cost Center\",\n \"route\": \"#Tree/Cost Center\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Define budget for a financial year.\",\n \"label\": \"Budget\",\n \"name\": \"Budget\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Accounting Dimension\",\n \"name\": \"Accounting Dimension\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Cost Center\"\n ],\n \"doctype\": \"Cost Center\",\n \"is_query_report\": true,\n \"label\": \"Budget Variance Report\",\n \"name\": \"Budget Variance Report\",\n \"type\": \"report\"\n },\n {\n \"description\": \"Seasonality for setting budgets, targets etc.\",\n \"label\": \"Monthly Distribution\",\n \"name\": \"Monthly Distribution\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Opening Invoice Creation Tool\",\n \"name\": \"Opening Invoice Creation Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Chart of Accounts Importer\",\n \"name\": \"Chart of Accounts Importer\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Close Balance Sheet and book Profit or Loss.\",\n \"label\": \"Period Closing Voucher\",\n \"name\": \"Period Closing Voucher\",\n \"type\": \"doctype\"\n }\n]", - "title": "Opening and Closing" + "hidden": 0, + "label": "Opening and Closing", + "links": "[\n {\n \"label\": \"Opening Invoice Creation Tool\",\n \"name\": \"Opening Invoice Creation Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Chart of Accounts Importer\",\n \"name\": \"Chart of Accounts Importer\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Close Balance Sheet and book Profit or Loss.\",\n \"label\": \"Period Closing Voucher\",\n \"name\": \"Period Closing Voucher\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Tax template for selling transactions.\",\n \"label\": \"Sales Taxes and Charges Template\",\n \"name\": \"Sales Taxes and Charges Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for buying transactions.\",\n \"label\": \"Purchase Taxes and Charges Template\",\n \"name\": \"Purchase Taxes and Charges Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for item tax rates.\",\n \"label\": \"Item Tax Template\",\n \"name\": \"Item Tax Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax Category for overriding tax rates.\",\n \"label\": \"Tax Category\",\n \"name\": \"Tax Category\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax Rule for transactions.\",\n \"label\": \"Tax Rule\",\n \"name\": \"Tax Rule\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax Withholding rates to be applied on transactions.\",\n \"label\": \"Tax Withholding Category\",\n \"name\": \"Tax Withholding Category\",\n \"type\": \"doctype\"\n }\n]", - "title": "Taxes" + "hidden": 0, + "label": "Taxes", + "links": "[\n {\n \"description\": \"Tax template for selling transactions.\",\n \"label\": \"Sales Taxes and Charges Template\",\n \"name\": \"Sales Taxes and Charges Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for buying transactions.\",\n \"label\": \"Purchase Taxes and Charges Template\",\n \"name\": \"Purchase Taxes and Charges Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for item tax rates.\",\n \"label\": \"Item Tax Template\",\n \"name\": \"Item Tax Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax Category for overriding tax rates.\",\n \"label\": \"Tax Category\",\n \"name\": \"Tax Category\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax Rule for transactions.\",\n \"label\": \"Tax Rule\",\n \"name\": \"Tax Rule\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax Withholding rates to be applied on transactions.\",\n \"label\": \"Tax Withholding Category\",\n \"name\": \"Tax Withholding Category\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Gross Profit\",\n \"name\": \"Gross Profit\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Profitability Analysis\",\n \"name\": \"Profitability Analysis\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Sales Invoice Trends\",\n \"name\": \"Sales Invoice Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Purchase Invoice Trends\",\n \"name\": \"Purchase Invoice Trends\",\n \"type\": \"report\"\n }\n]", - "title": "Profitability" + "hidden": 0, + "label": "Profitability", + "links": "[\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Gross Profit\",\n \"name\": \"Gross Profit\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Profitability Analysis\",\n \"name\": \"Profitability Analysis\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Sales Invoice Trends\",\n \"name\": \"Sales Invoice Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Purchase Invoice Trends\",\n \"name\": \"Purchase Invoice Trends\",\n \"type\": \"report\"\n }\n]" } ], "category": "Modules", "charts": [ { "chart_name": "Bank Balance", - "label": "Bank Balance", - "size": "Full" + "label": "Bank Balance" } ], "creation": "2020-03-02 15:41:59.515192", @@ -90,7 +103,7 @@ "idx": 0, "is_standard": 1, "label": "Accounting", - "modified": "2020-03-12 16:30:35.580450", + "modified": "2020-04-01 11:28:50.925719", "modified_by": "Administrator", "module": "Accounts", "name": "Accounting", @@ -99,37 +112,37 @@ "pin_to_top": 0, "shortcuts": [ { - "is_query_report": 0, + "label": "Account", "link_to": "Account", "type": "DocType" }, { - "is_query_report": 0, + "label": "Journal Entry", "link_to": "Journal Entry", "type": "DocType" }, { - "is_query_report": 0, + "label": "Payment Entry", "link_to": "Payment Entry", "type": "DocType" }, { - "is_query_report": 1, + "label": "Accounts Receivable", "link_to": "Accounts Receivable", "type": "Report" }, { - "is_query_report": 0, + "label": "General Ledger", "link_to": "General Ledger", "type": "Report" }, { - "is_query_report": 0, + "label": "Profit and Loss Statement", "link_to": "Profit and Loss Statement", "type": "Report" }, { - "is_query_report": 0, + "label": "Trial Balance", "link_to": "Trial Balance", "type": "Report" } diff --git a/erpnext/accounts/doctype/account/account.py b/erpnext/accounts/doctype/account/account.py index 0a72d4fa4e6..c6de6410ebc 100644 --- a/erpnext/accounts/doctype/account/account.py +++ b/erpnext/accounts/doctype/account/account.py @@ -89,7 +89,7 @@ class Account(NestedSet): throw(_("Root cannot be edited."), RootNotEditable) if not self.parent_account and not self.is_group: - frappe.throw(_("Root Account must be a group")) + frappe.throw(_("The root account {0} must be a group").format(frappe.bold(self.name))) def validate_root_company_and_sync_account_to_children(self): # ignore validation while creating new compnay or while syncing to child companies diff --git a/erpnext/accounts/doctype/account/account_tree.js b/erpnext/accounts/doctype/account/account_tree.js index efac1af551e..f62d07668de 100644 --- a/erpnext/accounts/doctype/account/account_tree.js +++ b/erpnext/accounts/doctype/account/account_tree.js @@ -1,7 +1,7 @@ frappe.provide("frappe.treeview_settings") frappe.treeview_settings["Account"] = { - breadcrumbs: "Accounts", + breadcrumb: "Accounts", title: __("Chart Of Accounts"), get_tree_root: false, filters: [ diff --git a/erpnext/accounts/doctype/account/test_account.py b/erpnext/accounts/doctype/account/test_account.py index dc23b2b2d05..89bb0184af8 100644 --- a/erpnext/accounts/doctype/account/test_account.py +++ b/erpnext/accounts/doctype/account/test_account.py @@ -69,6 +69,7 @@ class TestAccount(unittest.TestCase): acc.account_name = "Accumulated Depreciation" acc.parent_account = "Fixed Assets - _TC" acc.company = "_Test Company" + acc.account_type = "Accumulated Depreciation" acc.insert() doc = frappe.get_doc("Account", "Securities and Deposits - _TC") @@ -149,7 +150,7 @@ def _make_test_records(verbose): # fixed asset depreciation ["_Test Fixed Asset", "Current Assets", 0, "Fixed Asset", None], - ["_Test Accumulated Depreciations", "Current Assets", 0, None, None], + ["_Test Accumulated Depreciations", "Current Assets", 0, "Accumulated Depreciation", None], ["_Test Depreciations", "Expenses", 0, None, None], ["_Test Gain/Loss on Asset Disposal", "Expenses", 0, None, None], diff --git a/erpnext/accounts/doctype/account_subtype/account_subtype.json b/erpnext/accounts/doctype/account_subtype/account_subtype.json deleted file mode 100644 index 6b1f2a2526e..00000000000 --- a/erpnext/accounts/doctype/account_subtype/account_subtype.json +++ /dev/null @@ -1,134 +0,0 @@ -{ - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 1, - "autoname": "field:account_subtype", - "beta": 0, - "creation": "2018-10-25 15:46:08.054586", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", - "fields": [ - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "account_subtype", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Account Subtype", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 1 - } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-10-25 15:47:03.841390", - "modified_by": "Administrator", - "module": "Accounts", - "name": "Account Subtype", - "name_case": "", - "owner": "Administrator", - "permissions": [ - { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "System Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, - "write": 1 - }, - { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Accounts Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, - "write": 1 - }, - { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Accounts User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, - "write": 1 - } - ], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 -} \ No newline at end of file diff --git a/erpnext/accounts/doctype/account_subtype/test_account_subtype.js b/erpnext/accounts/doctype/account_subtype/test_account_subtype.js deleted file mode 100644 index 5646763bbd0..00000000000 --- a/erpnext/accounts/doctype/account_subtype/test_account_subtype.js +++ /dev/null @@ -1,23 +0,0 @@ -/* eslint-disable */ -// rename this file from _test_[name] to test_[name] to activate -// and remove above this line - -QUnit.test("test: Account Subtype", function (assert) { - let done = assert.async(); - - // number of asserts - assert.expect(1); - - frappe.run_serially([ - // insert a new Account Subtype - () => frappe.tests.make('Account Subtype', [ - // values to be set - {key: 'value'} - ]), - () => { - assert.equal(cur_frm.doc.key, 'value'); - }, - () => done() - ]); - -}); diff --git a/erpnext/accounts/doctype/account_type/account_type.js b/erpnext/accounts/doctype/account_type/account_type.js deleted file mode 100644 index 858b56c077a..00000000000 --- a/erpnext/accounts/doctype/account_type/account_type.js +++ /dev/null @@ -1,8 +0,0 @@ -// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors -// For license information, please see license.txt - -frappe.ui.form.on('Account Type', { - refresh: function() { - - } -}); diff --git a/erpnext/accounts/doctype/account_type/account_type.json b/erpnext/accounts/doctype/account_type/account_type.json deleted file mode 100644 index 6b8f724b408..00000000000 --- a/erpnext/accounts/doctype/account_type/account_type.json +++ /dev/null @@ -1,134 +0,0 @@ -{ - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 1, - "autoname": "field:account_type", - "beta": 0, - "creation": "2018-10-25 15:45:45.789963", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", - "fields": [ - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "account_type", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Account Type", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 1 - } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-10-25 15:46:51.042604", - "modified_by": "Administrator", - "module": "Accounts", - "name": "Account Type", - "name_case": "", - "owner": "Administrator", - "permissions": [ - { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "System Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, - "write": 1 - }, - { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Accounts Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, - "write": 1 - }, - { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Accounts User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, - "write": 1 - } - ], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 -} \ No newline at end of file diff --git a/erpnext/accounts/doctype/account_type/test_account_type.py b/erpnext/accounts/doctype/account_type/test_account_type.py deleted file mode 100644 index 824c2f66ae3..00000000000 --- a/erpnext/accounts/doctype/account_type/test_account_type.py +++ /dev/null @@ -1,9 +0,0 @@ -# -*- coding: utf-8 -*- -# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors -# See license.txt -from __future__ import unicode_literals - -import unittest - -class TestAccountType(unittest.TestCase): - pass diff --git a/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py b/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py index 462d967d015..14fdffc0a78 100644 --- a/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py +++ b/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py @@ -193,7 +193,7 @@ def get_dimension_with_children(doctype, dimension): all_dimensions = [] lft, rgt = frappe.db.get_value(doctype, dimension, ["lft", "rgt"]) - children = frappe.get_all(doctype, filters={"lft": [">=", lft], "rgt": ["<=", rgt]}) + children = frappe.get_all(doctype, filters={"lft": [">=", lft], "rgt": ["<=", rgt]}, order_by="lft") all_dimensions += [c.name for c in children] return all_dimensions diff --git a/erpnext/accounts/doctype/bank_account/bank_account.json b/erpnext/accounts/doctype/bank_account/bank_account.json index aa9c434db0b..65a0a5138cd 100644 --- a/erpnext/accounts/doctype/bank_account/bank_account.json +++ b/erpnext/accounts/doctype/bank_account/bank_account.json @@ -64,13 +64,13 @@ "fieldname": "account_type", "fieldtype": "Link", "label": "Account Type", - "options": "Account Type" + "options": "Bank Account Type" }, { "fieldname": "account_subtype", "fieldtype": "Link", "label": "Account Subtype", - "options": "Account Subtype" + "options": "Bank Account Subtype" }, { "fieldname": "column_break_7", @@ -200,7 +200,7 @@ } ], "links": [], - "modified": "2020-01-30 20:42:26.458316", + "modified": "2020-04-06 21:00:45.379804", "modified_by": "Administrator", "module": "Accounts", "name": "Bank Account", diff --git a/erpnext/accounts/doctype/account_subtype/__init__.py b/erpnext/accounts/doctype/bank_account_subtype/__init__.py similarity index 100% rename from erpnext/accounts/doctype/account_subtype/__init__.py rename to erpnext/accounts/doctype/bank_account_subtype/__init__.py diff --git a/erpnext/accounts/doctype/account_subtype/account_subtype.js b/erpnext/accounts/doctype/bank_account_subtype/bank_account_subtype.js similarity index 77% rename from erpnext/accounts/doctype/account_subtype/account_subtype.js rename to erpnext/accounts/doctype/bank_account_subtype/bank_account_subtype.js index 30144adeea6..f0456651c8f 100644 --- a/erpnext/accounts/doctype/account_subtype/account_subtype.js +++ b/erpnext/accounts/doctype/bank_account_subtype/bank_account_subtype.js @@ -1,7 +1,7 @@ // Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors // For license information, please see license.txt -frappe.ui.form.on('Account Subtype', { +frappe.ui.form.on('Bank Account Subtype', { refresh: function() { } diff --git a/erpnext/accounts/doctype/bank_account_subtype/bank_account_subtype.json b/erpnext/accounts/doctype/bank_account_subtype/bank_account_subtype.json new file mode 100644 index 00000000000..f875db8ca19 --- /dev/null +++ b/erpnext/accounts/doctype/bank_account_subtype/bank_account_subtype.json @@ -0,0 +1,134 @@ +{ + "allow_copy": 0, + "allow_events_in_timeline": 0, + "allow_guest_to_view": 0, + "allow_import": 1, + "allow_rename": 1, + "autoname": "field:account_subtype", + "beta": 0, + "creation": "2018-10-25 15:46:08.054586", + "custom": 0, + "docstatus": 0, + "doctype": "DocType", + "document_type": "", + "editable_grid": 1, + "engine": "InnoDB", + "fields": [ + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "account_subtype", + "fieldtype": "Data", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Account Subtype", + "length": 0, + "no_copy": 0, + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, + "unique": 1 + } + ], + "has_web_view": 0, + "hide_heading": 0, + "hide_toolbar": 0, + "idx": 0, + "image_view": 0, + "in_create": 0, + "is_submittable": 0, + "issingle": 0, + "istable": 0, + "max_attachments": 0, + "modified": "2018-10-25 15:47:03.841390", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Bank Account Subtype", + "name_case": "", + "owner": "Administrator", + "permissions": [ + { + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "set_user_permissions": 0, + "share": 1, + "submit": 0, + "write": 1 + }, + { + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "Accounts Manager", + "set_user_permissions": 0, + "share": 1, + "submit": 0, + "write": 1 + }, + { + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "Accounts User", + "set_user_permissions": 0, + "share": 1, + "submit": 0, + "write": 1 + } + ], + "quick_entry": 1, + "read_only": 0, + "read_only_onload": 0, + "show_name_in_global_search": 0, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 0, + "track_seen": 0, + "track_views": 0 +} \ No newline at end of file diff --git a/erpnext/accounts/doctype/account_type/account_type.py b/erpnext/accounts/doctype/bank_account_subtype/bank_account_subtype.py similarity index 86% rename from erpnext/accounts/doctype/account_type/account_type.py rename to erpnext/accounts/doctype/bank_account_subtype/bank_account_subtype.py index 3e6429318b0..ab52c4af77c 100644 --- a/erpnext/accounts/doctype/account_type/account_type.py +++ b/erpnext/accounts/doctype/bank_account_subtype/bank_account_subtype.py @@ -5,5 +5,5 @@ from __future__ import unicode_literals from frappe.model.document import Document -class AccountType(Document): +class BankAccountSubtype(Document): pass diff --git a/erpnext/accounts/doctype/account_type/test_account_type.js b/erpnext/accounts/doctype/bank_account_subtype/test_bank_account_subtype.js similarity index 69% rename from erpnext/accounts/doctype/account_type/test_account_type.js rename to erpnext/accounts/doctype/bank_account_subtype/test_bank_account_subtype.js index 76e434f4ab5..f59999845af 100644 --- a/erpnext/accounts/doctype/account_type/test_account_type.js +++ b/erpnext/accounts/doctype/bank_account_subtype/test_bank_account_subtype.js @@ -2,15 +2,15 @@ // rename this file from _test_[name] to test_[name] to activate // and remove above this line -QUnit.test("test: Account Type", function (assert) { +QUnit.test("test: Bank Account Subtype", function (assert) { let done = assert.async(); // number of asserts assert.expect(1); frappe.run_serially([ - // insert a new Account Type - () => frappe.tests.make('Account Type', [ + // insert a new Bank Account Subtype + () => frappe.tests.make('Bank Account Subtype', [ // values to be set {key: 'value'} ]), diff --git a/erpnext/accounts/doctype/account_subtype/test_account_subtype.py b/erpnext/accounts/doctype/bank_account_subtype/test_bank_account_subtype.py similarity index 78% rename from erpnext/accounts/doctype/account_subtype/test_account_subtype.py rename to erpnext/accounts/doctype/bank_account_subtype/test_bank_account_subtype.py index c37b5b9db7d..ca3addc979d 100644 --- a/erpnext/accounts/doctype/account_subtype/test_account_subtype.py +++ b/erpnext/accounts/doctype/bank_account_subtype/test_bank_account_subtype.py @@ -5,5 +5,5 @@ from __future__ import unicode_literals import unittest -class TestAccountSubtype(unittest.TestCase): +class TestBankAccountSubtype(unittest.TestCase): pass diff --git a/erpnext/accounts/doctype/account_type/__init__.py b/erpnext/accounts/doctype/bank_account_type/__init__.py similarity index 100% rename from erpnext/accounts/doctype/account_type/__init__.py rename to erpnext/accounts/doctype/bank_account_type/__init__.py diff --git a/erpnext/accounts/doctype/bank_account_type/bank_account_type.js b/erpnext/accounts/doctype/bank_account_type/bank_account_type.js new file mode 100644 index 00000000000..4cfabe3d1d1 --- /dev/null +++ b/erpnext/accounts/doctype/bank_account_type/bank_account_type.js @@ -0,0 +1,8 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Bank Account Type', { + // refresh: function(frm) { + + // } +}); diff --git a/erpnext/accounts/doctype/bank_account_type/bank_account_type.json b/erpnext/accounts/doctype/bank_account_type/bank_account_type.json new file mode 100644 index 00000000000..5a297cc2f9c --- /dev/null +++ b/erpnext/accounts/doctype/bank_account_type/bank_account_type.json @@ -0,0 +1,68 @@ +{ + "actions": [], + "allow_import": 1, + "allow_rename": 1, + "autoname": "field:account_type", + "creation": "2018-10-25 15:45:45.789963", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "account_type" + ], + "fields": [ + { + "fieldname": "account_type", + "fieldtype": "Data", + "label": "Account Type", + "unique": 1 + } + ], + "links": [], + "modified": "2020-04-10 21:13:09.137898", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Bank Account Type", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Accounts Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Accounts User", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC" +} \ No newline at end of file diff --git a/erpnext/accounts/doctype/bank_account_type/bank_account_type.py b/erpnext/accounts/doctype/bank_account_type/bank_account_type.py new file mode 100644 index 00000000000..b7dc0e0dc37 --- /dev/null +++ b/erpnext/accounts/doctype/bank_account_type/bank_account_type.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class BankAccountType(Document): + pass diff --git a/erpnext/accounts/doctype/bank_account_type/test_bank_account_type.py b/erpnext/accounts/doctype/bank_account_type/test_bank_account_type.py new file mode 100644 index 00000000000..f04725a2e55 --- /dev/null +++ b/erpnext/accounts/doctype/bank_account_type/test_bank_account_type.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestBankAccountType(unittest.TestCase): + pass diff --git a/erpnext/accounts/doctype/budget/budget.py b/erpnext/accounts/doctype/budget/budget.py index 084514cbfa7..d93b6ffbaf9 100644 --- a/erpnext/accounts/doctype/budget/budget.py +++ b/erpnext/accounts/doctype/budget/budget.py @@ -9,6 +9,7 @@ from frappe.utils import flt, getdate, add_months, get_last_day, fmt_money, nowd from frappe.model.naming import make_autoname from erpnext.accounts.utils import get_fiscal_year from frappe.model.document import Document +from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions class BudgetError(frappe.ValidationError): pass class DuplicateBudgetError(frappe.ValidationError): pass @@ -98,30 +99,32 @@ def validate_expense_against_budget(args): if not (args.get('account') and args.get('cost_center')) and args.item_code: args.cost_center, args.account = get_item_details(args) - if not (args.cost_center or args.project) and not args.account: + if not args.account: return - for budget_against in ['project', 'cost_center']: + for budget_against in ['project', 'cost_center'] + get_accounting_dimensions(): if (args.get(budget_against) and args.account and frappe.db.get_value("Account", {"name": args.account, "root_type": "Expense"})): - if args.project and budget_against == 'project': - condition = "and b.project=%s" % frappe.db.escape(args.project) - args.budget_against_field = "Project" + doctype = frappe.unscrub(budget_against) - elif args.cost_center and budget_against == 'cost_center': - cc_lft, cc_rgt = frappe.db.get_value("Cost Center", args.cost_center, ["lft", "rgt"]) - condition = """and exists(select name from `tabCost Center` - where lft<=%s and rgt>=%s and name=b.cost_center)""" % (cc_lft, cc_rgt) - args.budget_against_field = "Cost Center" + if frappe.get_cached_value('DocType', doctype, 'is_tree'): + lft, rgt = frappe.db.get_value(doctype, args.get(budget_against), ["lft", "rgt"]) + condition = """and exists(select name from `tab%s` + where lft<=%s and rgt>=%s and name=b.%s)""" % (doctype, lft, rgt, budget_against) #nosec + args.is_tree = True + else: + condition = "and b.%s=%s" % (budget_against, frappe.db.escape(args.get(budget_against))) + args.is_tree = False - args.budget_against = args.get(budget_against) + args.budget_against_field = budget_against + args.budget_against_doctype = doctype budget_records = frappe.db.sql(""" select b.{budget_against_field} as budget_against, ba.budget_amount, b.monthly_distribution, ifnull(b.applicable_on_material_request, 0) as for_material_request, - ifnull(applicable_on_purchase_order,0) as for_purchase_order, + ifnull(applicable_on_purchase_order, 0) as for_purchase_order, ifnull(applicable_on_booking_actual_expenses,0) as for_actual_expenses, b.action_if_annual_budget_exceeded, b.action_if_accumulated_monthly_budget_exceeded, b.action_if_annual_budget_exceeded_on_mr, b.action_if_accumulated_monthly_budget_exceeded_on_mr, @@ -132,9 +135,7 @@ def validate_expense_against_budget(args): b.name=ba.parent and b.fiscal_year=%s and ba.account=%s and b.docstatus=1 {condition} - """.format(condition=condition, - budget_against_field=frappe.scrub(args.get("budget_against_field"))), - (args.fiscal_year, args.account), as_dict=True) + """.format(condition=condition, budget_against_field=budget_against), (args.fiscal_year, args.account), as_dict=True) #nosec if budget_records: validate_budget_records(args, budget_records) @@ -230,10 +231,10 @@ def get_ordered_amount(args, budget): def get_other_condition(args, budget, for_doc): condition = "expense_account = '%s'" % (args.expense_account) - budget_against_field = frappe.scrub(args.get("budget_against_field")) + budget_against_field = args.get("budget_against_field") if budget_against_field and args.get(budget_against_field): - condition += " and child.%s = '%s'" %(budget_against_field, args.get(budget_against_field)) + condition += " and child.%s = '%s'" % (budget_against_field, args.get(budget_against_field)) if args.get('fiscal_year'): date_field = 'schedule_date' if for_doc == 'Material Request' else 'transaction_date' @@ -246,19 +247,30 @@ def get_other_condition(args, budget, for_doc): return condition def get_actual_expense(args): + if not args.budget_against_doctype: + args.budget_against_doctype = frappe.unscrub(args.budget_against_field) + + budget_against_field = args.get('budget_against_field') condition1 = " and gle.posting_date <= %(month_end_date)s" \ if args.get("month_end_date") else "" - if args.budget_against_field == "Cost Center": - lft_rgt = frappe.db.get_value(args.budget_against_field, - args.budget_against, ["lft", "rgt"], as_dict=1) + + if args.is_tree: + lft_rgt = frappe.db.get_value(args.budget_against_doctype, + args.get(budget_against_field), ["lft", "rgt"], as_dict=1) + args.update(lft_rgt) - condition2 = """and exists(select name from `tabCost Center` - where lft>=%(lft)s and rgt<=%(rgt)s and name=gle.cost_center)""" - elif args.budget_against_field == "Project": - condition2 = "and exists(select name from `tabProject` where name=gle.project and gle.project = %(budget_against)s)" + condition2 = """and exists(select name from `tab{doctype}` + where lft>=%(lft)s and rgt<=%(rgt)s + and name=gle.{budget_against_field})""".format(doctype=args.budget_against_doctype, #nosec + budget_against_field=budget_against_field) + else: + condition2 = """and exists(select name from `tab{doctype}` + where name=gle.{budget_against} and + gle.{budget_against} = %({budget_against})s)""".format(doctype=args.budget_against_doctype, + budget_against = budget_against_field) - return flt(frappe.db.sql(""" + amount = flt(frappe.db.sql(""" select sum(gle.debit) - sum(gle.credit) from `tabGL Entry` gle where gle.account=%(account)s @@ -267,7 +279,9 @@ def get_actual_expense(args): and gle.company=%(company)s and gle.docstatus=1 {condition2} - """.format(condition1=condition1, condition2=condition2), (args))[0][0]) + """.format(condition1=condition1, condition2=condition2), (args))[0][0]) #nosec + + return amount def get_accumulated_monthly_budget(monthly_distribution, posting_date, fiscal_year, annual_budget): distribution = {} diff --git a/erpnext/accounts/doctype/budget/test_budget.py b/erpnext/accounts/doctype/budget/test_budget.py index 33aefd67d1c..9c19791d29a 100644 --- a/erpnext/accounts/doctype/budget/test_budget.py +++ b/erpnext/accounts/doctype/budget/test_budget.py @@ -13,7 +13,7 @@ from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journ class TestBudget(unittest.TestCase): def test_monthly_budget_crossed_ignore(self): - set_total_expense_zero("2013-02-28", "Cost Center") + set_total_expense_zero("2013-02-28", "cost_center") budget = make_budget(budget_against="Cost Center") @@ -26,7 +26,7 @@ class TestBudget(unittest.TestCase): budget.cancel() def test_monthly_budget_crossed_stop1(self): - set_total_expense_zero("2013-02-28", "Cost Center") + set_total_expense_zero("2013-02-28", "cost_center") budget = make_budget(budget_against="Cost Center") @@ -41,7 +41,7 @@ class TestBudget(unittest.TestCase): budget.cancel() def test_exception_approver_role(self): - set_total_expense_zero("2013-02-28", "Cost Center") + set_total_expense_zero("2013-02-28", "cost_center") budget = make_budget(budget_against="Cost Center") @@ -114,7 +114,7 @@ class TestBudget(unittest.TestCase): budget.cancel() def test_monthly_budget_crossed_stop2(self): - set_total_expense_zero("2013-02-28", "Project") + set_total_expense_zero("2013-02-28", "project") budget = make_budget(budget_against="Project") @@ -129,7 +129,7 @@ class TestBudget(unittest.TestCase): budget.cancel() def test_yearly_budget_crossed_stop1(self): - set_total_expense_zero("2013-02-28", "Cost Center") + set_total_expense_zero("2013-02-28", "cost_center") budget = make_budget(budget_against="Cost Center") @@ -141,7 +141,7 @@ class TestBudget(unittest.TestCase): budget.cancel() def test_yearly_budget_crossed_stop2(self): - set_total_expense_zero("2013-02-28", "Project") + set_total_expense_zero("2013-02-28", "project") budget = make_budget(budget_against="Project") @@ -153,7 +153,7 @@ class TestBudget(unittest.TestCase): budget.cancel() def test_monthly_budget_on_cancellation1(self): - set_total_expense_zero("2013-02-28", "Cost Center") + set_total_expense_zero("2013-02-28", "cost_center") budget = make_budget(budget_against="Cost Center") @@ -177,7 +177,7 @@ class TestBudget(unittest.TestCase): budget.cancel() def test_monthly_budget_on_cancellation2(self): - set_total_expense_zero("2013-02-28", "Project") + set_total_expense_zero("2013-02-28", "project") budget = make_budget(budget_against="Project") @@ -201,8 +201,8 @@ class TestBudget(unittest.TestCase): budget.cancel() def test_monthly_budget_against_group_cost_center(self): - set_total_expense_zero("2013-02-28", "Cost Center") - set_total_expense_zero("2013-02-28", "Cost Center", "_Test Cost Center 2 - _TC") + set_total_expense_zero("2013-02-28", "cost_center") + set_total_expense_zero("2013-02-28", "cost_center", "_Test Cost Center 2 - _TC") budget = make_budget(budget_against="Cost Center", cost_center="_Test Company - _TC") frappe.db.set_value("Budget", budget.name, "action_if_accumulated_monthly_budget_exceeded", "Stop") @@ -241,25 +241,30 @@ class TestBudget(unittest.TestCase): def set_total_expense_zero(posting_date, budget_against_field=None, budget_against_CC=None): - if budget_against_field == "Project": + if budget_against_field == "project": budget_against = "_Test Project" else: budget_against = budget_against_CC or "_Test Cost Center - _TC" - existing_expense = get_actual_expense(frappe._dict({ + + args = frappe._dict({ "account": "_Test Account Cost for Goods Sold - _TC", "cost_center": "_Test Cost Center - _TC", "monthly_end_date": posting_date, "company": "_Test Company", "fiscal_year": "_Test Fiscal Year 2013", "budget_against_field": budget_against_field, - "budget_against": budget_against - })) + }) + + if not args.get(budget_against_field): + args[budget_against_field] = budget_against + + existing_expense = get_actual_expense(args) if existing_expense: - if budget_against_field == "Cost Center": + if budget_against_field == "cost_center": make_journal_entry("_Test Account Cost for Goods Sold - _TC", "_Test Bank - _TC", -existing_expense, "_Test Cost Center - _TC", posting_date="2013-02-28", submit=True) - elif budget_against_field == "Project": + elif budget_against_field == "project": make_journal_entry("_Test Account Cost for Goods Sold - _TC", "_Test Bank - _TC", -existing_expense, "_Test Cost Center - _TC", submit=True, project="_Test Project", posting_date="2013-02-28") diff --git a/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py b/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py index b6f5396ccb1..e1b331be2b3 100644 --- a/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py +++ b/erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py @@ -152,10 +152,9 @@ def build_forest(data): return [parent_account] elif account_name == child: parent_account_list = return_parent(data, parent_account) - if not parent_account_list: + if not parent_account_list and parent_account: frappe.throw(_("The parent account {0} does not exists in the uploaded template").format( frappe.bold(parent_account))) - return [child] + parent_account_list charts_map, paths = {}, [] @@ -164,7 +163,7 @@ def build_forest(data): error_messages = [] for i in data: - account_name, _, account_number, is_group, account_type, root_type = i + account_name, dummy, account_number, is_group, account_type, root_type = i if not account_name: error_messages.append("Row {0}: Please enter Account Name".format(line_no)) diff --git a/erpnext/accounts/doctype/cost_center/cost_center_tree.js b/erpnext/accounts/doctype/cost_center/cost_center_tree.js index 16d97344320..fde41233c4d 100644 --- a/erpnext/accounts/doctype/cost_center/cost_center_tree.js +++ b/erpnext/accounts/doctype/cost_center/cost_center_tree.js @@ -1,5 +1,5 @@ frappe.treeview_settings["Cost Center"] = { - breadcrumbs: "Accounts", + breadcrumb: "Accounts", get_tree_root: false, filters: [{ fieldname: "company", diff --git a/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.js b/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.js index 0d5456ece6c..1092f4c8f10 100644 --- a/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.js +++ b/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.js @@ -30,18 +30,10 @@ frappe.ui.form.on('Exchange Rate Revaluation', { frm.doc.accounts.forEach(d=> { total_amt = total_amt + d['new_balance_in_base_currency']; }); - if(total_amt === r.sum) { - frm.add_custom_button(__("Journal Entry"), function(){ - frappe.route_options = { - 'reference_type': 'Exchange Rate Revaluation', - 'reference_name': frm.doc.name - }; - frappe.set_route("List", "Journal Entry"); - }, __("View")); - } else { - frm.add_custom_button(__('Create Journal Entry'), function() { + if(total_amt !== r.sum) { + frm.add_custom_button(__('Journal Entry'), function() { return frm.events.make_jv(frm); - }); + }, __('Create')); } }, 'Journal Entry'); } diff --git a/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation_dashboard.py b/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation_dashboard.py new file mode 100644 index 00000000000..b5cfa04ed67 --- /dev/null +++ b/erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation_dashboard.py @@ -0,0 +1,11 @@ +from __future__ import unicode_literals + +def get_data(): + return { + 'fieldname': 'reference_name', + 'transactions': [ + { + 'items': ['Journal Entry'] + } + ] + } diff --git a/erpnext/accounts/doctype/payment_entry/payment_entry.js b/erpnext/accounts/doctype/payment_entry/payment_entry.js index d2080874533..a378a51cdf7 100644 --- a/erpnext/accounts/doctype/payment_entry/payment_entry.js +++ b/erpnext/accounts/doctype/payment_entry/payment_entry.js @@ -106,6 +106,21 @@ frappe.ui.form.on('Payment Entry', { }; }); + frm.set_query('payment_term', 'references', function(frm, cdt, cdn) { + const child = locals[cdt][cdn]; + if (in_list(['Purchase Invoice', 'Sales Invoice'], child.reference_doctype) && child.reference_name) { + let payment_term_list = frappe.get_list('Payment Schedule', {'parent': child.reference_name}); + + payment_term_list = payment_term_list.map(pt => pt.payment_term); + + return { + filters: { + 'name': ['in', payment_term_list] + } + } + } + }); + frm.set_query("reference_name", "references", function(doc, cdt, cdn) { const child = locals[cdt][cdn]; const filters = {"docstatus": 1, "company": doc.company}; @@ -156,8 +171,11 @@ frappe.ui.form.on('Payment Entry', { frm.toggle_display("base_paid_amount", frm.doc.paid_from_account_currency != company_currency); - frm.toggle_display("base_received_amount", (frm.doc.paid_to_account_currency != company_currency && - frm.doc.paid_from_account_currency != frm.doc.paid_to_account_currency)); + frm.toggle_display("base_received_amount", ( + frm.doc.paid_to_account_currency != company_currency + && frm.doc.paid_from_account_currency != frm.doc.paid_to_account_currency + && frm.doc.base_paid_amount != frm.doc.base_received_amount + )); frm.toggle_display("received_amount", (frm.doc.payment_type=="Internal Transfer" || frm.doc.paid_from_account_currency != frm.doc.paid_to_account_currency)) @@ -284,7 +302,7 @@ frappe.ui.form.on('Payment Entry', { frm.set_value("contact_email", ""); frm.set_value("contact_person", ""); } - if(frm.doc.payment_type && frm.doc.party_type && frm.doc.party) { + if(frm.doc.payment_type && frm.doc.party_type && frm.doc.party && frm.doc.company) { if(!frm.doc.posting_date) { frappe.msgprint(__("Please select Posting Date before selecting Party")) frm.set_value("party", ""); @@ -501,6 +519,7 @@ frappe.ui.form.on('Payment Entry', { paid_amount: function(frm) { frm.set_value("base_paid_amount", flt(frm.doc.paid_amount) * flt(frm.doc.source_exchange_rate)); frm.trigger("reset_received_amount"); + frm.events.hide_unhide_fields(frm); }, received_amount: function(frm) { @@ -524,6 +543,7 @@ frappe.ui.form.on('Payment Entry', { frm.events.set_unallocated_amount(frm); frm.set_paid_amount_based_on_received_amount = false; + frm.events.hide_unhide_fields(frm); }, reset_received_amount: function(frm) { @@ -1028,4 +1048,4 @@ frappe.ui.form.on('Payment Entry', { }); } }, -}) +}) \ No newline at end of file diff --git a/erpnext/accounts/doctype/payment_entry/payment_entry.py b/erpnext/accounts/doctype/payment_entry/payment_entry.py index 55d275831ec..b53e68ff735 100644 --- a/erpnext/accounts/doctype/payment_entry/payment_entry.py +++ b/erpnext/accounts/doctype/payment_entry/payment_entry.py @@ -71,9 +71,9 @@ class PaymentEntry(AccountsController): self.update_outstanding_amounts() self.update_advance_paid() self.update_expense_claim() + self.update_payment_schedule() self.set_status() - def on_cancel(self): self.setup_party_account_field() self.make_gl_entries(cancel=1) @@ -81,7 +81,13 @@ class PaymentEntry(AccountsController): self.update_advance_paid() self.update_expense_claim() self.delink_advance_entry_references() + self.update_payment_schedule(cancel=1) + self.set_payment_req_status() self.set_status() + + def set_payment_req_status(self): + from erpnext.accounts.doctype.payment_request.payment_request import update_payment_req_status + update_payment_req_status(self, None) def update_outstanding_amounts(self): self.set_missing_ref_details(force=True) @@ -89,10 +95,10 @@ class PaymentEntry(AccountsController): def validate_duplicate_entry(self): reference_names = [] for d in self.get("references"): - if (d.reference_doctype, d.reference_name) in reference_names: + if (d.reference_doctype, d.reference_name, d.payment_term) in reference_names: frappe.throw(_("Row #{0}: Duplicate entry in References {1} {2}") .format(d.idx, d.reference_doctype, d.reference_name)) - reference_names.append((d.reference_doctype, d.reference_name)) + reference_names.append((d.reference_doctype, d.reference_name, d.payment_term)) def set_bank_account_data(self): if self.bank_account: @@ -280,6 +286,36 @@ class PaymentEntry(AccountsController): frappe.throw(_("Against Journal Entry {0} does not have any unmatched {1} entry") .format(d.reference_name, dr_or_cr)) + def update_payment_schedule(self, cancel=0): + invoice_payment_amount_map = {} + invoice_paid_amount_map = {} + + for reference in self.get('references'): + if reference.payment_term and reference.reference_name: + key = (reference.payment_term, reference.reference_name) + invoice_payment_amount_map.setdefault(key, 0.0) + invoice_payment_amount_map[key] += reference.allocated_amount + + if not invoice_paid_amount_map.get(reference.reference_name): + payment_schedule = frappe.get_all('Payment Schedule', filters={'parent': reference.reference_name}, + fields=['paid_amount', 'payment_amount', 'payment_term']) + for term in payment_schedule: + invoice_key = (term.payment_term, reference.reference_name) + invoice_paid_amount_map.setdefault(invoice_key, {}) + invoice_paid_amount_map[invoice_key]['outstanding'] = term.payment_amount - term.paid_amount + + for key, amount in iteritems(invoice_payment_amount_map): + if cancel: + frappe.db.sql(""" UPDATE `tabPayment Schedule` SET paid_amount = `paid_amount` - %s + WHERE parent = %s and payment_term = %s""", (amount, key[1], key[0])) + else: + outstanding = invoice_paid_amount_map.get(key)['outstanding'] + if amount > outstanding: + frappe.throw(_('Cannot allocate more than {0} against payment term {1}').format(outstanding, key[0])) + + frappe.db.sql(""" UPDATE `tabPayment Schedule` SET paid_amount = `paid_amount` + %s + WHERE parent = %s and payment_term = %s""", (amount, key[1], key[0])) + def set_status(self): if self.docstatus == 2: self.status = 'Cancelled' @@ -1007,15 +1043,22 @@ def get_payment_entry(dt, dn, party_amount=None, bank_account=None, bank_amount= if doc.doctype == "Purchase Invoice" and doc.invoice_is_blocked(): frappe.msgprint(_('{0} is on hold till {1}').format(doc.name, doc.release_date)) else: - pe.append("references", { - 'reference_doctype': dt, - 'reference_name': dn, - "bill_no": doc.get("bill_no"), - "due_date": doc.get("due_date"), - 'total_amount': grand_total, - 'outstanding_amount': outstanding_amount, - 'allocated_amount': outstanding_amount - }) + if (doc.doctype in ('Sales Invoice', 'Purchase Invoice') + and frappe.get_value('Payment Terms Template', + {'name': doc.payment_terms_template}, 'allocate_payment_based_on_payment_terms')): + + for reference in get_reference_as_per_payment_terms(doc.payment_schedule, dt, dn, doc, grand_total, outstanding_amount): + pe.append('references', reference) + else: + pe.append("references", { + 'reference_doctype': dt, + 'reference_name': dn, + "bill_no": doc.get("bill_no"), + "due_date": doc.get("due_date"), + 'total_amount': grand_total, + 'outstanding_amount': outstanding_amount, + 'allocated_amount': outstanding_amount + }) pe.setup_party_account_field() pe.set_missing_values() @@ -1024,6 +1067,22 @@ def get_payment_entry(dt, dn, party_amount=None, bank_account=None, bank_amount= pe.set_amounts() return pe +def get_reference_as_per_payment_terms(payment_schedule, dt, dn, doc, grand_total, outstanding_amount): + references = [] + for payment_term in payment_schedule: + references.append({ + 'reference_doctype': dt, + 'reference_name': dn, + 'bill_no': doc.get('bill_no'), + 'due_date': doc.get('due_date'), + 'total_amount': grand_total, + 'outstanding_amount': outstanding_amount, + 'payment_term': payment_term.payment_term, + 'allocated_amount': flt(payment_term.payment_amount - payment_term.paid_amount, + payment_term.precision('payment_amount')) + }) + + return references def get_paid_amount(dt, dn, party_type, party, account, due_date): if party_type=="Customer": diff --git a/erpnext/accounts/doctype/payment_entry/test_payment_entry.py b/erpnext/accounts/doctype/payment_entry/test_payment_entry.py index a25e0e32c86..4c7d933476f 100644 --- a/erpnext/accounts/doctype/payment_entry/test_payment_entry.py +++ b/erpnext/accounts/doctype/payment_entry/test_payment_entry.py @@ -171,6 +171,32 @@ class TestPaymentEntry(unittest.TestCase): self.assertEqual(flt(outstanding_amount), 100) self.assertEqual(status, 'Unpaid') + def test_payment_entry_against_payment_terms(self): + si = create_sales_invoice(do_not_save=1, qty=1, rate=200) + create_payment_terms_template() + si.payment_terms_template = 'Test Receivable Template' + + si.append('taxes', { + "charge_type": "On Net Total", + "account_head": "_Test Account Service Tax - _TC", + "cost_center": "_Test Cost Center - _TC", + "description": "Service Tax", + "rate": 18 + }) + si.save() + + si.submit() + + pe = get_payment_entry("Sales Invoice", si.name, bank_account="_Test Cash - _TC") + pe.submit() + si.load_from_db() + + self.assertEqual(pe.references[0].payment_term, 'Basic Amount Receivable') + self.assertEqual(pe.references[1].payment_term, 'Tax Receivable') + self.assertEqual(si.payment_schedule[0].paid_amount, 200.0) + self.assertEqual(si.payment_schedule[1].paid_amount, 36.0) + + def test_payment_against_purchase_invoice_to_check_status(self): pi = make_purchase_invoice(supplier="_Test Supplier USD", debit_to="_Test Payable USD - _TC", currency="USD", conversion_rate=50) @@ -609,4 +635,38 @@ class TestPaymentEntry(unittest.TestCase): self.assertEqual(expected_party_account_balance, party_account_balance) accounts_settings.allow_cost_center_in_entry_of_bs_account = 0 - accounts_settings.save() \ No newline at end of file + accounts_settings.save() + +def create_payment_terms_template(): + + create_payment_term('Basic Amount Receivable') + create_payment_term('Tax Receivable') + + if not frappe.db.exists('Payment Terms Template', 'Test Receivable Template'): + payment_term_template = frappe.get_doc({ + 'doctype': 'Payment Terms Template', + 'template_name': 'Test Receivable Template', + 'allocate_payment_based_on_payment_terms': 1, + 'terms': [{ + 'doctype': 'Payment Terms Template Detail', + 'payment_term': 'Basic Amount Receivable', + 'invoice_portion': 84.746, + 'credit_days_based_on': 'Day(s) after invoice date', + 'credit_days': 1 + }, + { + 'doctype': 'Payment Terms Template Detail', + 'payment_term': 'Tax Receivable', + 'invoice_portion': 15.254, + 'credit_days_based_on': 'Day(s) after invoice date', + 'credit_days': 2 + }] + }).insert() + + +def create_payment_term(name): + if not frappe.db.exists('Payment Term', name): + frappe.get_doc({ + 'doctype': 'Payment Term', + 'payment_term_name': name + }).insert() \ No newline at end of file diff --git a/erpnext/accounts/doctype/payment_entry_reference/payment_entry_reference.json b/erpnext/accounts/doctype/payment_entry_reference/payment_entry_reference.json index b6a664393e8..8f5e9fbc286 100644 --- a/erpnext/accounts/doctype/payment_entry_reference/payment_entry_reference.json +++ b/erpnext/accounts/doctype/payment_entry_reference/payment_entry_reference.json @@ -1,343 +1,107 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 0, + "actions": [], "creation": "2016-06-01 16:55:32.196722", - "custom": 0, - "docstatus": 0, "doctype": "DocType", - "document_type": "", "editable_grid": 1, "engine": "InnoDB", + "field_order": [ + "reference_doctype", + "reference_name", + "due_date", + "bill_no", + "payment_term", + "column_break_4", + "total_amount", + "outstanding_amount", + "allocated_amount", + "exchange_rate" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, "columns": 2, - "fetch_if_empty": 0, "fieldname": "reference_doctype", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, "label": "Type", - "length": 0, - "no_copy": 0, "options": "DocType", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "reqd": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, "columns": 2, - "fetch_if_empty": 0, "fieldname": "reference_name", "fieldtype": "Dynamic Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, "in_global_search": 1, "in_list_view": 1, - "in_standard_filter": 0, "label": "Name", - "length": 0, - "no_copy": 0, "options": "reference_doctype", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "reqd": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - 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"in_standard_filter": 0, "label": "Outstanding", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, "columns": 2, - "fetch_if_empty": 0, "fieldname": "allocated_amount", "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, - "label": "Allocated", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Allocated" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "depends_on": "eval:(doc.reference_doctype=='Purchase Invoice')", - "fetch_if_empty": 0, "fieldname": "exchange_rate", "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Exchange Rate", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 + }, + { + "fieldname": "payment_term", + "fieldtype": "Link", + "label": "Payment Term", + "options": "Payment Term" } ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, "istable": 1, - "max_attachments": 0, - "modified": "2019-05-01 13:24:56.586677", + "links": [], + "modified": "2020-03-13 12:07:19.362539", "modified_by": "Administrator", "module": "Accounts", "name": "Payment Entry Reference", - "name_case": "", "owner": "Administrator", "permissions": [], "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, "sort_field": "modified", "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/accounts/doctype/payment_order/payment_order.js b/erpnext/accounts/doctype/payment_order/payment_order.js index d6d494668a4..d12e474c5b1 100644 --- a/erpnext/accounts/doctype/payment_order/payment_order.js +++ b/erpnext/accounts/doctype/payment_order/payment_order.js @@ -15,11 +15,11 @@ frappe.ui.form.on('Payment Order', { if (frm.doc.docstatus == 0) { frm.add_custom_button(__('Payment Request'), function() { frm.trigger("get_from_payment_request"); - }, __("Get from")); + }, __("Get Payments from")); frm.add_custom_button(__('Payment Entry'), function() { frm.trigger("get_from_payment_entry"); - }, __("Get from")); + }, __("Get Payments from")); frm.trigger('remove_button'); } diff --git a/erpnext/accounts/doctype/payment_order/payment_order.json b/erpnext/accounts/doctype/payment_order/payment_order.json index 2e12ad35236..2ed0a4a22fd 100644 --- a/erpnext/accounts/doctype/payment_order/payment_order.json +++ b/erpnext/accounts/doctype/payment_order/payment_order.json @@ -59,7 +59,6 @@ "fieldtype": "Section Break" }, { - "allow_bulk_edit": 1, "fieldname": "references", "fieldtype": "Table", "label": "Payment Order Reference", @@ -108,7 +107,7 @@ } ], "is_submittable": 1, - "modified": "2019-05-14 17:12:24.912666", + "modified": "2020-04-06 18:00:56.022642", "modified_by": "Administrator", "module": "Accounts", "name": "Payment Order", diff --git a/erpnext/accounts/doctype/payment_request/payment_request.json b/erpnext/accounts/doctype/payment_request/payment_request.json index c1559a74f21..97ae5ffde36 100644 --- a/erpnext/accounts/doctype/payment_request/payment_request.json +++ b/erpnext/accounts/doctype/payment_request/payment_request.json @@ -1,1560 +1,387 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "autoname": "naming_series:", - "beta": 0, - "creation": "2015-12-15 22:23:24.745065", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 0, - "engine": "InnoDB", + "autoname": "naming_series:", + "creation": "2015-12-15 22:23:24.745065", + "doctype": "DocType", + "engine": "InnoDB", + "field_order": [ + "payment_request_type", + "transaction_date", + "column_break_2", + "naming_series", + "mode_of_payment", + "party_details", + "party_type", + "party", + "column_break_4", + "reference_doctype", + "reference_name", + "transaction_details", + "grand_total", + "is_a_subscription", + "column_break_18", + "currency", + "subscription_section", + "subscription_plans", + "bank_account_details", + "bank_account", + "bank", + "bank_account_no", + "account", + "column_break_11", + "iban", + "branch_code", + "swift_number", + "recipient_and_message", + "print_format", + "email_to", + "subject", + "column_break_9", + "payment_gateway_account", + "status", + "make_sales_invoice", + "section_break_10", + "message", + "message_examples", + "mute_email", + "payment_url", + "section_break_7", + "payment_gateway", + "payment_account", + "payment_order", + "amended_from" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "Inward", - "fieldname": "payment_request_type", - "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Payment Request Type", - "length": 0, - "no_copy": 0, - "options": "Outward\nInward", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "Inward", + "fieldname": "payment_request_type", + "fieldtype": "Select", + "label": "Payment Request Type", + "options": "Outward\nInward", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - 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"in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "depends_on": "eval: doc.payment_request_type == 'Inward'", + "fieldname": "section_break_10", + "fieldtype": "Section Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "message", - "fieldtype": "Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Message", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "message", + "fieldtype": "Text", + "label": "Message" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "message_examples", - "fieldtype": "HTML", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Message Examples", - "length": 0, - "no_copy": 0, - "options": "
Message Example
\n\n<p>Dear {{ doc.contact_person }},</p>\n\n<p>Requesting payment for {{ doc.doctype }}, {{ doc.name }} for {{ doc.grand_total }}.</p>\n\n<a href=\"{{ payment_url }}\"> click here to pay </a>\n\n
\n", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "message_examples", + "fieldtype": "HTML", + "label": "Message Examples", + "options": "
Message Example
\n\n<p>Dear {{ doc.contact_person }},</p>\n\n<p>Requesting payment for {{ doc.doctype }}, {{ doc.name }} for {{ doc.grand_total }}.</p>\n\n<a href=\"{{ payment_url }}\"> click here to pay </a>\n\n
\n", + "print_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "mute_email", - "fieldtype": "Check", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Mute Email", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "mute_email", + "fieldtype": "Check", + "hidden": 1, + "label": "Mute Email", + "no_copy": 1, + "print_hide": 1, + "read_only": 1, + "report_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "payment_url", - "fieldtype": "Small Text", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "payment_url", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "payment_url", + "fieldtype": "Small Text", + "hidden": 1, + "label": "payment_url", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 1, - "collapsible_depends_on": "doc.payment_gateway_account", - "columns": 0, - "depends_on": "eval: doc.payment_request_type == 'Inward'", - "fieldname": "section_break_7", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Payment Gateway Details", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "collapsible": 1, + "collapsible_depends_on": "doc.payment_gateway_account", + "depends_on": "eval: doc.payment_request_type == 'Inward'", + "fieldname": "section_break_7", + "fieldtype": "Section Break", + "label": "Payment Gateway Details" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "payment_gateway_account.payment_gateway", - "fieldname": "payment_gateway", - "fieldtype": "Read Only", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Payment Gateway", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "payment_gateway_account.payment_gateway", + "fieldname": "payment_gateway", + "fieldtype": "Read Only", + "label": "Payment Gateway" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "payment_gateway_account.payment_account", - "fieldname": "payment_account", - "fieldtype": "Read Only", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Payment Account", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "payment_gateway_account.payment_account", + "fieldname": "payment_account", + "fieldtype": "Read Only", + "label": "Payment Account", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "payment_order", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Payment Order", - "length": 0, - "no_copy": 0, - "options": "Payment Order", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "payment_order", + "fieldtype": "Link", + "label": "Payment Order", + "options": "Payment Order", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "amended_from", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Amended From", - "length": 0, - "no_copy": 1, - "options": "Payment Request", - "permlevel": 0, - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "amended_from", + "fieldtype": "Link", + "label": "Amended From", + "no_copy": 1, + "options": "Payment Request", + "print_hide": 1, + "read_only": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 1, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2019-02-18 18:52:34.203239", - "modified_by": "Administrator", - "module": "Accounts", - "name": "Payment Request", - "name_case": "", - "owner": "Administrator", + ], + "is_submittable": 1, + "modified": "2020-03-28 16:07:31.960798", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Payment Request", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Accounts User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Accounts User", + "share": 1, "write": 1 - }, + }, { - "amend": 1, - "cancel": 1, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Accounts Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 1, + "amend": 1, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Accounts Manager", + "share": 1, + "submit": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 + ], + "sort_field": "modified", + "sort_order": "DESC" } \ No newline at end of file diff --git a/erpnext/accounts/doctype/payment_request/payment_request.py b/erpnext/accounts/doctype/payment_request/payment_request.py index 7e9211af9f4..53ff2225d31 100644 --- a/erpnext/accounts/doctype/payment_request/payment_request.py +++ b/erpnext/accounts/doctype/payment_request/payment_request.py @@ -66,6 +66,8 @@ class PaymentRequest(Document): if self.payment_request_type == 'Outward': self.db_set('status', 'Initiated') return + elif self.payment_request_type == 'Inward': + self.db_set('status', 'Requested') send_mail = self.payment_gateway_validation() ref_doc = frappe.get_doc(self.reference_doctype, self.reference_name) @@ -88,6 +90,7 @@ class PaymentRequest(Document): if (hasattr(ref_doc, "order_type") and getattr(ref_doc, "order_type") == "Shopping Cart"): from erpnext.selling.doctype.sales_order.sales_order import make_sales_invoice si = make_sales_invoice(self.reference_name, ignore_permissions=True) + si.allocate_advances_automatically = True si = si.insert(ignore_permissions=True) si.submit() @@ -415,17 +418,31 @@ def make_payment_entry(docname): doc = frappe.get_doc("Payment Request", docname) return doc.create_payment_entry(submit=False).as_dict() -def make_status_as_paid(doc, method): +def update_payment_req_status(doc, method): + from erpnext.accounts.doctype.payment_entry.payment_entry import get_reference_details + for ref in doc.references: payment_request_name = frappe.db.get_value("Payment Request", {"reference_doctype": ref.reference_doctype, "reference_name": ref.reference_name, "docstatus": 1}) if payment_request_name: - doc = frappe.get_doc("Payment Request", payment_request_name) - if doc.status != "Paid": - doc.db_set('status', 'Paid') - frappe.db.commit() + ref_details = get_reference_details(ref.reference_doctype, ref.reference_name, doc.party_account_currency) + pay_req_doc = frappe.get_doc('Payment Request', payment_request_name) + status = pay_req_doc.status + + if status != "Paid" and not ref_details.outstanding_amount: + status = 'Paid' + elif status != "Partially Paid" and ref_details.outstanding_amount != ref_details.total_amount: + status = 'Partially Paid' + elif ref_details.outstanding_amount == ref_details.total_amount: + if pay_req_doc.payment_request_type == 'Outward': + status = 'Initiated' + elif pay_req_doc.payment_request_type == 'Inward': + status = 'Requested' + + pay_req_doc.db_set('status', status) + frappe.db.commit() def get_dummy_message(doc): return frappe.render_template("""{% if doc.contact_person -%} diff --git a/erpnext/accounts/doctype/payment_request/payment_request_list.js b/erpnext/accounts/doctype/payment_request/payment_request_list.js index 0caf1c2f7ff..72833d235f8 100644 --- a/erpnext/accounts/doctype/payment_request/payment_request_list.js +++ b/erpnext/accounts/doctype/payment_request/payment_request_list.js @@ -4,14 +4,20 @@ frappe.listview_settings['Payment Request'] = { if(doc.status == "Draft") { return [__("Draft"), "darkgrey", "status,=,Draft"]; } + if(doc.status == "Requested") { + return [__("Requested"), "green", "status,=,Requested"]; + } else if(doc.status == "Initiated") { return [__("Initiated"), "green", "status,=,Initiated"]; } + else if(doc.status == "Partially Paid") { + return [__("Partially Paid"), "orange", "status,=,Partially Paid"]; + } else if(doc.status == "Paid") { return [__("Paid"), "blue", "status,=,Paid"]; } else if(doc.status == "Cancelled") { - return [__("Cancelled"), "orange", "status,=,Cancelled"]; + return [__("Cancelled"), "red", "status,=,Cancelled"]; } } } diff --git a/erpnext/accounts/doctype/payment_request/test_payment_request.py b/erpnext/accounts/doctype/payment_request/test_payment_request.py index 188ab0aecf3..8a10e2cbd95 100644 --- a/erpnext/accounts/doctype/payment_request/test_payment_request.py +++ b/erpnext/accounts/doctype/payment_request/test_payment_request.py @@ -101,6 +101,23 @@ class TestPaymentRequest(unittest.TestCase): self.assertEqual(expected_gle[gle.account][2], gle.credit) self.assertEqual(expected_gle[gle.account][3], gle.against_voucher) + def test_status(self): + si_usd = create_sales_invoice(customer="_Test Customer USD", debit_to="_Test Receivable USD - _TC", + currency="USD", conversion_rate=50) + + pr = make_payment_request(dt="Sales Invoice", dn=si_usd.name, recipient_id="saurabh@erpnext.com", + mute_email=1, payment_gateway="_Test Gateway - USD", submit_doc=1, return_doc=1) + + pe = pr.create_payment_entry() + pr.load_from_db() + + self.assertEqual(pr.status, 'Paid') + + pe.cancel() + pr.load_from_db() + + self.assertEqual(pr.status, 'Requested') + def test_multiple_payment_entries_against_sales_order(self): # Make Sales Order, grand_total = 1000 so = make_sales_order() diff --git a/erpnext/accounts/doctype/payment_schedule/payment_schedule.json b/erpnext/accounts/doctype/payment_schedule/payment_schedule.json index 1b38904f6da..d363cf161b5 100644 --- a/erpnext/accounts/doctype/payment_schedule/payment_schedule.json +++ b/erpnext/accounts/doctype/payment_schedule/payment_schedule.json @@ -1,243 +1,82 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "autoname": "", - "beta": 0, - "creation": "2017-08-10 15:38:00.080575", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "creation": "2017-08-10 15:38:00.080575", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "payment_term", + "description", + "due_date", + "invoice_portion", + "payment_amount", + "mode_of_payment", + "paid_amount" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 2, - "fieldname": "payment_term", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Payment Term", - "length": 0, - "no_copy": 0, - "options": "Payment Term", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "columns": 2, + "fieldname": "payment_term", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Payment Term", + "options": "Payment Term", + "print_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 2, - "fetch_from": "", - "fieldname": "description", - "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Description", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "columns": 2, + "fieldname": "description", + "fieldtype": "Small Text", + "in_list_view": 1, + "label": "Description" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 2, - "fieldname": "due_date", - "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Due Date", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "columns": 2, + "fieldname": "due_date", + "fieldtype": "Date", + "in_list_view": 1, + "label": "Due Date", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 2, - "fetch_from": "", - "fieldname": "invoice_portion", - "fieldtype": "Percent", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Invoice Portion", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "columns": 2, + "fieldname": "invoice_portion", + "fieldtype": "Percent", + "in_list_view": 1, + "label": "Invoice Portion", + "print_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 2, - "fieldname": "payment_amount", - "fieldtype": "Currency", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Payment Amount", - "length": 0, - "no_copy": 0, - "options": "currency", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "columns": 2, + "fieldname": "payment_amount", + "fieldtype": "Currency", + "in_list_view": 1, + "label": "Payment Amount", + "options": "currency", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "mode_of_payment", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Mode of Payment", - "length": 0, - "no_copy": 0, - "options": "Mode of Payment", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "mode_of_payment", + "fieldtype": "Link", + "label": "Mode of Payment", + "options": "Mode of Payment" + }, + { + "fieldname": "paid_amount", + "fieldtype": "Currency", + "label": "Paid Amount" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2018-09-06 17:35:44.580209", - "modified_by": "Administrator", - "module": "Accounts", - "name": "Payment Schedule", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 + ], + "istable": 1, + "links": [], + "modified": "2020-03-13 17:58:24.729526", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Payment Schedule", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/accounts/doctype/payment_terms_template/payment_terms_template.json b/erpnext/accounts/doctype/payment_terms_template/payment_terms_template.json index 7a3483d6c32..c4a2a888182 100644 --- a/erpnext/accounts/doctype/payment_terms_template/payment_terms_template.json +++ b/erpnext/accounts/doctype/payment_terms_template/payment_terms_template.json @@ -1,164 +1,84 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 1, - "autoname": "field:template_name", - "beta": 0, - "creation": "2017-08-10 15:34:28.058054", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_import": 1, + "allow_rename": 1, + "autoname": "field:template_name", + "creation": "2017-08-10 15:34:28.058054", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "template_name", + "allocate_payment_based_on_payment_terms", + "terms" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "template_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Template Name", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "fieldname": "template_name", + "fieldtype": "Data", + "label": "Template Name", + "unique": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "terms", - "fieldtype": "Table", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Payment Terms", - "length": 0, - "no_copy": 0, - "options": "Payment Terms Template Detail", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "unique": 0 + "fieldname": "terms", + "fieldtype": "Table", + "label": "Payment Terms", + "options": "Payment Terms Template Detail", + "reqd": 1 + }, + { + "default": "0", + "description": "If this checkbox is checked, paid amount will be splitted and allocated as per the amounts in payment schedule against each payment term", + "fieldname": "allocate_payment_based_on_payment_terms", + "fieldtype": "Check", + "label": "Allocate Payment Based On Payment Terms" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-01-24 11:13:31.158613", - "modified_by": "Administrator", - "module": "Accounts", - "name": "Payment Terms Template", - "name_case": "", - "owner": "Administrator", + ], + "links": [], + "modified": "2020-04-01 15:35:18.112619", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Payment Terms Template", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "apply_user_permissions": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "System Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "apply_user_permissions": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Accounts User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Accounts User", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "apply_user_permissions": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Accounts Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Accounts Manager", + "share": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0 + ], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py index e13fcb96df2..19f571fb306 100644 --- a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py +++ b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py @@ -237,6 +237,7 @@ def get_pricing_rule_for_item(args, price_list_rate=0, doc=None, for_validate=Fa if pricing_rule.mixed_conditions or pricing_rule.apply_rule_on_other: item_details.update({ 'apply_rule_on_other_items': json.dumps(pricing_rule.apply_rule_on_other_items), + 'price_or_product_discount': pricing_rule.price_or_product_discount, 'apply_rule_on': (frappe.scrub(pricing_rule.apply_rule_on_other) if pricing_rule.apply_rule_on_other else frappe.scrub(pricing_rule.get('apply_on'))) }) diff --git a/erpnext/accounts/doctype/pricing_rule/utils.py b/erpnext/accounts/doctype/pricing_rule/utils.py index 2ffa27f6d99..b358f56671f 100644 --- a/erpnext/accounts/doctype/pricing_rule/utils.py +++ b/erpnext/accounts/doctype/pricing_rule/utils.py @@ -178,7 +178,8 @@ def filter_pricing_rules(args, pricing_rules, doc=None): if pricing_rules[0].mixed_conditions and doc: stock_qty, amount, items = get_qty_and_rate_for_mixed_conditions(doc, pr_doc, args) - pricing_rules[0].apply_rule_on_other_items = items + for pricing_rule_args in pricing_rules: + pricing_rule_args.apply_rule_on_other_items = items elif pricing_rules[0].is_cumulative: items = [args.get(frappe.scrub(pr_doc.get('apply_on')))] @@ -329,9 +330,9 @@ def get_qty_and_rate_for_mixed_conditions(doc, pr_doc, args): if pr_doc.mixed_conditions: amt = args.get('qty') * args.get("price_list_rate") if args.get("item_code") != row.get("item_code"): - amt = row.get('qty') * row.get("price_list_rate") + amt = flt(row.get('qty')) * flt(row.get("price_list_rate") or args.get("rate")) - sum_qty += row.get("stock_qty") or args.get("stock_qty") + sum_qty += flt(row.get("stock_qty")) or flt(args.get("stock_qty")) or flt(args.get("qty")) sum_amt += amt if pr_doc.is_cumulative: diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js index c5c54837a7b..3cf4d5994a5 100644 --- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js +++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js @@ -174,7 +174,8 @@ erpnext.accounts.PurchaseInvoice = erpnext.buying.BuyingController.extend({ read_only: 0, fieldtype:'Date', label: __('Release Date'), - default: me.frm.doc.release_date + default: me.frm.doc.release_date, + reqd: 1 }, { fieldname: 'hold_comment', @@ -260,12 +261,25 @@ erpnext.accounts.PurchaseInvoice = erpnext.buying.BuyingController.extend({ price_list: this.frm.doc.buying_price_list }, function() { me.apply_pricing_rule(); - me.frm.doc.apply_tds = me.frm.supplier_tds ? 1 : 0; + me.frm.doc.tax_withholding_category = me.frm.supplier_tds; me.frm.set_df_property("apply_tds", "read_only", me.frm.supplier_tds ? 0 : 1); + me.frm.set_df_property("tax_withholding_category", "hidden", me.frm.supplier_tds ? 0 : 1); }) }, + apply_tds: function(frm) { + var me = this; + + if (!me.frm.doc.apply_tds) { + me.frm.set_value("tax_withholding_category", ''); + me.frm.set_df_property("tax_withholding_category", "hidden", 1); + } else { + me.frm.set_value("tax_withholding_category", me.frm.supplier_tds); + me.frm.set_df_property("tax_withholding_category", "hidden", 0); + } + }, + credit_to: function() { var me = this; if(this.frm.doc.credit_to) { diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json index 3cd988ccd23..98ba5c72ae2 100644 --- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json +++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json @@ -13,23 +13,19 @@ "supplier_name", "tax_id", "due_date", - "is_paid", - "is_return", - "apply_tds", + "tax_withholding_category", "column_break1", "company", "posting_date", "posting_time", "set_posting_time", + "is_paid", + "is_return", + "apply_tds", "amended_from", "accounting_dimensions_section", "cost_center", "dimension_col_break", - "sb_14", - "on_hold", - "release_date", - "cb_17", - "hold_comment", "supplier_invoice_details", "bill_no", "column_break_15", @@ -73,9 +69,9 @@ "base_total", "base_net_total", "column_break_28", + "total_net_weight", "total", "net_total", - "total_net_weight", "taxes_section", "tax_category", "column_break_49", @@ -137,10 +133,15 @@ "terms", "printing_settings", "letter_head", - "group_same_items", - "column_break_112", "select_print_heading", + "column_break_112", + "group_same_items", "language", + "sb_14", + "on_hold", + "release_date", + "cb_17", + "hold_comment", "more_info", "credit_to", "party_account_currency", @@ -190,6 +191,7 @@ "oldfieldtype": "Link", "options": "Supplier", "print_hide": 1, + "reqd": 1, "search_index": 1 }, { @@ -1232,6 +1234,7 @@ "print_hide": 1 }, { + "collapsible": 1, "fieldname": "subscription_section", "fieldtype": "Section Break", "label": "Subscription Section", @@ -1292,13 +1295,21 @@ "fieldtype": "Check", "label": "Is Internal Supplier", "read_only": 1 + }, + { + "fieldname": "tax_withholding_category", + "fieldtype": "Link", + "hidden": 1, + "label": "Tax Withholding Category", + "options": "Tax Withholding Category", + "print_hide": 1 } ], "icon": "fa fa-file-text", "idx": 204, "is_submittable": 1, "links": [], - "modified": "2019-12-30 19:13:49.610538", + "modified": "2020-04-18 13:05:25.199832", "modified_by": "Administrator", "module": "Accounts", "name": "Purchase Invoice", diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py index 87d40fca1be..b1ae194301c 100644 --- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py +++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py @@ -4,7 +4,7 @@ from __future__ import unicode_literals import frappe, erpnext -from frappe.utils import cint, cstr, formatdate, flt, getdate, nowdate +from frappe.utils import cint, cstr, formatdate, flt, getdate, nowdate, get_link_to_form from frappe import _, throw import frappe.defaults @@ -146,10 +146,14 @@ class PurchaseInvoice(BuyingController): ["account_type", "report_type", "account_currency"], as_dict=True) if account.report_type != "Balance Sheet": - frappe.throw(_("Credit To account must be a Balance Sheet account")) + frappe.throw(_("Please ensure {} account is a Balance Sheet account. \ + You can change the parent account to a Balance Sheet account or select a different account.") + .format(frappe.bold("Credit To")), title=_("Invalid Account")) if self.supplier and account.account_type != "Payable": - frappe.throw(_("Credit To account must be a Payable account")) + frappe.throw(_("Please ensure {} account is a Payable account. \ + Change the account type to Payable or select a different account.") + .format(frappe.bold("Credit To")), title=_("Invalid Account")) self.party_account_currency = account.account_currency @@ -267,16 +271,30 @@ class PurchaseInvoice(BuyingController): def po_required(self): if frappe.db.get_value("Buying Settings", None, "po_required") == 'Yes': + + if frappe.get_value('Supplier', self.supplier, 'allow_purchase_invoice_creation_without_purchase_order'): + return + for d in self.get('items'): if not d.purchase_order: - throw(_("As per the Buying Settings if Purchase Order Required == 'YES', then for creating Purchase Invoice, user need to create Purchase Order first for item {0}").format(d.item_code)) + throw(_("""Purchase Order Required for item {0} + To submit the invoice without purchase order please set + {1} as {2} in {3}""").format(frappe.bold(d.item_code), frappe.bold(_('Purchase Order Required')), + frappe.bold('No'), get_link_to_form('Buying Settings', 'Buying Settings', 'Buying Settings'))) def pr_required(self): stock_items = self.get_stock_items() if frappe.db.get_value("Buying Settings", None, "pr_required") == 'Yes': + + if frappe.get_value('Supplier', self.supplier, 'allow_purchase_invoice_creation_without_purchase_receipt'): + return + for d in self.get('items'): if not d.purchase_receipt and d.item_code in stock_items: - throw(_("As per the Buying Settings if Purchase Reciept Required == 'YES', then for creating Purchase Invoice, user need to create Purchase Receipt first for item {0}").format(d.item_code)) + throw(_("""Purchase Receipt Required for item {0} + To submit the invoice without purchase receipt please set + {1} as {2} in {3}""").format(frappe.bold(d.item_code), frappe.bold(_('Purchase Receipt Required')), + frappe.bold('No'), get_link_to_form('Buying Settings', 'Buying Settings', 'Buying Settings'))) def validate_write_off_account(self): if self.write_off_amount and not self.write_off_account: @@ -984,7 +1002,7 @@ class PurchaseInvoice(BuyingController): if not self.apply_tds: return - tax_withholding_details = get_party_tax_withholding_details(self) + tax_withholding_details = get_party_tax_withholding_details(self, self.tax_withholding_category) if not tax_withholding_details: return diff --git a/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json b/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json index ef90b942b59..52a5be09843 100644 --- a/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json +++ b/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json @@ -12,15 +12,11 @@ "item_name", "description_section", "description", - "item_group", "brand", - "image_section", + "col_break7", + "item_group", "image", "image_view", - "manufacture_details", - "manufacturer", - "column_break_13", - "manufacturer_part_no", "quantity_and_rate", "received_qty", "qty", @@ -55,20 +51,19 @@ "item_tax_amount", "landed_cost_voucher_amount", "rm_supp_cost", - "item_weight_details", - "weight_per_unit", - "total_weight", - "column_break_38", - "weight_uom", "warehouse_section", "warehouse", - "rejected_warehouse", "from_warehouse", "quality_inspection", - "batch_no", - "col_br_wh", "serial_no", + "col_br_wh", + "rejected_warehouse", + "batch_no", "rejected_serial_no", + "manufacture_details", + "manufacturer", + "column_break_13", + "manufacturer_part_no", "accounting", "expense_account", "col_break5", @@ -92,6 +87,11 @@ "po_detail", "purchase_receipt", "pr_detail", + "item_weight_details", + "weight_per_unit", + "total_weight", + "column_break_38", + "weight_uom", "accounting_dimensions_section", "project", "dimension_col_break", @@ -550,23 +550,21 @@ }, { "fieldname": "brand", - "fieldtype": "Data", - "hidden": 1, - "label": "Brand", - "oldfieldname": "brand", - "oldfieldtype": "Data", - "print_hide": 1 - }, - { - "fieldname": "item_group", "fieldtype": "Link", "hidden": 1, - "label": "Item Group", - "oldfieldname": "item_group", - "oldfieldtype": "Link", - "options": "Item Group", + "label": "Brand", "print_hide": 1, - "read_only": 1 + "options": "Brand" + }, + { + "fetch_from": "item_code.item_group", + "fetch_if_empty": 1, + "fieldname": "item_group", + "fieldtype": "Link", + "label": "Item Group", + "print_hide": 1, + "read_only": 1, + "options": "Item Group" }, { "description": "Tax detail table fetched from item master as a string and stored in this field.\nUsed for Taxes and Charges", @@ -720,12 +718,6 @@ "fieldname": "section_break_82", "fieldtype": "Section Break" }, - { - "collapsible": 1, - "fieldname": "image_section", - "fieldtype": "Section Break", - "label": "Image" - }, { "collapsible": 1, "fieldname": "accounting_dimensions_section", @@ -737,6 +729,7 @@ "fieldtype": "Column Break" }, { + "collapsible": 1, "fieldname": "manufacture_details", "fieldtype": "Section Break", "label": "Manufacture" @@ -754,14 +747,13 @@ { "fieldname": "manufacturer_part_no", "fieldtype": "Data", - "label": "Manufacturer Part Number", - "read_only": 1 + "label": "Manufacturer Part Number" }, { "depends_on": "is_fixed_asset", "fetch_from": "item_code.asset_category", "fieldname": "asset_category", - "fieldtype": "Data", + "fieldtype": "Link", "label": "Asset Category", "options": "Asset Category", "read_only": 1 @@ -772,12 +764,17 @@ "ignore_user_permissions": 1, "label": "Supplier Warehouse", "options": "Warehouse" + }, + { + "collapsible": 1, + "fieldname": "col_break7", + "fieldtype": "Column Break" } ], "idx": 1, "istable": 1, "links": [], - "modified": "2020-03-11 14:20:17.297284", + "modified": "2020-04-22 10:37:35.103176", "modified_by": "Administrator", "module": "Accounts", "name": "Purchase Invoice Item", @@ -785,4 +782,4 @@ "permissions": [], "sort_field": "modified", "sort_order": "DESC" -} \ No newline at end of file +} diff --git a/erpnext/accounts/doctype/purchase_taxes_and_charges/purchase_taxes_and_charges.json b/erpnext/accounts/doctype/purchase_taxes_and_charges/purchase_taxes_and_charges.json index 17418693616..0e748f84bb5 100644 --- a/erpnext/accounts/doctype/purchase_taxes_and_charges/purchase_taxes_and_charges.json +++ b/erpnext/accounts/doctype/purchase_taxes_and_charges/purchase_taxes_and_charges.json @@ -1,4 +1,5 @@ { + "actions": [], "autoname": "hash", "creation": "2013-05-21 16:16:04", "doctype": "DocType", @@ -14,11 +15,11 @@ "col_break1", "account_head", "description", + "section_break_10", + "rate", "accounting_dimensions_section", "cost_center", "dimension_col_break", - "section_break_10", - "rate", "section_break_9", "tax_amount", "tax_amount_after_discount_amount", @@ -27,8 +28,7 @@ "base_tax_amount", "base_total", "base_tax_amount_after_discount_amount", - "item_wise_tax_detail", - "parenttype" + "item_wise_tax_detail" ], "fields": [ { @@ -53,6 +53,7 @@ }, { "columns": 2, + "default": "On Net Total", "fieldname": "charge_type", "fieldtype": "Select", "in_list_view": 1, @@ -196,15 +197,6 @@ "print_hide": 1, "read_only": 1 }, - { - "fieldname": "parenttype", - "fieldtype": "Data", - "hidden": 1, - "label": "Parenttype", - "oldfieldname": "parenttype", - "oldfieldtype": "Data", - "print_hide": 1 - }, { "fieldname": "accounting_dimensions_section", "fieldtype": "Section Break", @@ -217,11 +209,14 @@ ], "idx": 1, "istable": 1, - "modified": "2019-05-25 23:08:38.281025", + "links": [], + "modified": "2020-03-12 14:53:47.679439", "modified_by": "Administrator", "module": "Accounts", "name": "Purchase Taxes and Charges", "owner": "Administrator", "permissions": [], + "sort_field": "modified", + "sort_order": "DESC", "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/accounts/doctype/sales_invoice/regional/india.js b/erpnext/accounts/doctype/sales_invoice/regional/india.js index ba6c03b95f8..6336db16ebc 100644 --- a/erpnext/accounts/doctype/sales_invoice/regional/india.js +++ b/erpnext/accounts/doctype/sales_invoice/regional/india.js @@ -26,16 +26,24 @@ frappe.ui.form.on("Sales Invoice", { && !frm.doc.is_return && !frm.doc.ewaybill) { frm.add_custom_button('E-Way Bill JSON', () => { - var w = window.open( - frappe.urllib.get_full_url( - "/api/method/erpnext.regional.india.utils.generate_ewb_json?" - + "dt=" + encodeURIComponent(frm.doc.doctype) - + "&dn=" + encodeURIComponent(frm.doc.name) - ) - ); - if (!w) { - frappe.msgprint(__("Please enable pop-ups")); return; - } + frappe.call({ + method: 'erpnext.regional.india.utils.generate_ewb_json', + args: { + 'dt': frm.doc.doctype, + 'dn': [frm.doc.name] + }, + callback: function(r) { + if (r.message) { + const args = { + cmd: 'erpnext.regional.india.utils.download_ewb_json', + data: r.message, + docname: frm.doc.name + }; + open_url_post(frappe.request.url, args); + } + } + }); + }, __("Create")); } } diff --git a/erpnext/accounts/doctype/sales_invoice/regional/india_list.js b/erpnext/accounts/doctype/sales_invoice/regional/india_list.js index d17582769cc..3e1c5228ead 100644 --- a/erpnext/accounts/doctype/sales_invoice/regional/india_list.js +++ b/erpnext/accounts/doctype/sales_invoice/regional/india_list.js @@ -16,17 +16,23 @@ frappe.listview_settings['Sales Invoice'].onload = function (doclist) { } } - var w = window.open( - frappe.urllib.get_full_url( - "/api/method/erpnext.regional.india.utils.generate_ewb_json?" - + "dt=" + encodeURIComponent(doclist.doctype) - + "&dn=" + encodeURIComponent(docnames) - ) - ); - if (!w) { - frappe.msgprint(__("Please enable pop-ups")); return; - } - + frappe.call({ + method: 'erpnext.regional.india.utils.generate_ewb_json', + args: { + 'dt': doclist.doctype, + 'dn': docnames + }, + callback: function(r) { + if (r.message) { + const args = { + cmd: 'erpnext.regional.india.utils.download_ewb_json', + data: r.message, + docname: docnames + }; + open_url_post(frappe.request.url, args); + } + } + }); }; doclist.page.add_actions_menu_item(__('Generate E-Way Bill JSON'), action, false); diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js index db6ac55a119..60e41f95536 100644 --- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js +++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js @@ -32,6 +32,7 @@ erpnext.accounts.SalesInvoiceController = erpnext.selling.SellingController.exte me.frm.script_manager.trigger("is_pos"); me.frm.refresh_fields(); } + erpnext.queries.setup_warehouse_query(this.frm); }, refresh: function(doc, dt, dn) { @@ -586,7 +587,9 @@ frappe.ui.form.on('Sales Invoice', { frm.set_query("account_for_change_amount", function() { return { filters: { - account_type: ['in', ["Cash", "Bank"]] + account_type: ['in', ["Cash", "Bank"]], + company: frm.doc.company, + is_group: 0 } }; }); @@ -667,7 +670,8 @@ frappe.ui.form.on('Sales Invoice', { frm.fields_dict["loyalty_redemption_account"].get_query = function() { return { filters:{ - "company": frm.doc.company + "company": frm.doc.company, + "is_group": 0 } } }; @@ -676,7 +680,8 @@ frappe.ui.form.on('Sales Invoice', { frm.fields_dict["loyalty_redemption_cost_center"].get_query = function() { return { filters:{ - "company": frm.doc.company + "company": frm.doc.company, + "is_group": 0 } } }; @@ -794,7 +799,7 @@ frappe.ui.form.on('Sales Invoice', { }, refresh: function(frm) { - if (frappe.boot.active_domains.includes("Healthcare")){ + if (frappe.boot.active_domains.includes("Healthcare")) { frm.set_df_property("patient", "hidden", 0); frm.set_df_property("patient_name", "hidden", 0); frm.set_df_property("ref_practitioner", "hidden", 0); @@ -807,7 +812,7 @@ frappe.ui.form.on('Sales Invoice', { },"Get items from"); } } - else{ + else { frm.set_df_property("patient", "hidden", 1); frm.set_df_property("patient_name", "hidden", 1); frm.set_df_property("ref_practitioner", "hidden", 1); diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json index e239f9143dc..918fa140b2d 100644 --- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json +++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json @@ -1,4 +1,5 @@ { + "actions": [], "allow_import": 1, "autoname": "naming_series:", "creation": "2013-05-24 19:29:05", @@ -74,9 +75,9 @@ "base_total", "base_net_total", "column_break_32", + "total_net_weight", "total", "net_total", - "total_net_weight", "taxes_section", "taxes_and_charges", "column_break_38", @@ -1577,7 +1578,8 @@ "icon": "fa fa-file-text", "idx": 181, "is_submittable": 1, - "modified": "2020-02-10 04:57:11.221180", + "links": [], + "modified": "2020-04-17 12:38:41.435728", "modified_by": "Administrator", "module": "Accounts", "name": "Sales Invoice", diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py index ba1ceffd140..3c40112ae6f 100644 --- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py +++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py @@ -437,13 +437,18 @@ class SalesInvoice(SellingController): if (not for_validate) or (for_validate and not self.get(fieldname)): self.set(fieldname, pos.get(fieldname)) - customer_price_list = frappe.get_value("Customer", self.customer, 'default_price_list') - if pos.get("company_address"): self.company_address = pos.get("company_address") - if not customer_price_list: - self.set('selling_price_list', pos.get('selling_price_list')) + if self.customer: + customer_price_list, customer_group = frappe.get_value("Customer", self.customer, ['default_price_list', 'customer_group']) + customer_group_price_list = frappe.get_value("Customer Group", customer_group, 'default_price_list') + selling_price_list = customer_price_list or customer_group_price_list or pos.get('selling_price_list') + else: + selling_price_list = pos.get('selling_price_list') + + if selling_price_list: + self.set('selling_price_list', selling_price_list) if not for_validate: self.update_stock = cint(pos.get("update_stock")) @@ -474,13 +479,17 @@ class SalesInvoice(SellingController): ["account_type", "report_type", "account_currency"], as_dict=True) if not account: - frappe.throw(_("Debit To is required")) + frappe.throw(_("Debit To is required"), title=_("Account Missing")) if account.report_type != "Balance Sheet": - frappe.throw(_("Debit To account must be a Balance Sheet account")) + frappe.throw(_("Please ensure {} account is a Balance Sheet account. \ + You can change the parent account to a Balance Sheet account or select a different account.") + .format(frappe.bold("Debit To")), title=_("Invalid Account")) if self.customer and account.account_type != "Receivable": - frappe.throw(_("Debit To account must be a Receivable account")) + frappe.throw(_("Please ensure {} account is a Receivable account. \ + Change the account type to Receivable or select a different account.") + .format(frappe.bold("Debit To")), title=_("Invalid Account")) self.party_account_currency = account.account_currency @@ -542,12 +551,17 @@ class SalesInvoice(SellingController): """check in manage account if sales order / delivery note required or not.""" if self.is_return: return - dic = {'Sales Order':['so_required', 'is_pos'],'Delivery Note':['dn_required', 'update_stock']} - for i in dic: - if frappe.db.get_single_value('Selling Settings', dic[i][0]) == 'Yes': + + prev_doc_field_map = {'Sales Order': ['so_required', 'is_pos'],'Delivery Note': ['dn_required', 'update_stock']} + for key, value in iteritems(prev_doc_field_map): + if frappe.db.get_single_value('Selling Settings', value[0]) == 'Yes': + + if frappe.get_value('Customer', self.customer, value[0]): + continue + for d in self.get('items'): - if (d.item_code and not d.get(i.lower().replace(' ','_')) and not self.get(dic[i][1])): - msgprint(_("{0} is mandatory for Item {1}").format(i,d.item_code), raise_exception=1) + if (d.item_code and not d.get(key.lower().replace(' ', '_')) and not self.get(value[1])): + msgprint(_("{0} is mandatory for Item {1}").format(key, d.item_code), raise_exception=1) def validate_proj_cust(self): diff --git a/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py index 3d5ce8ac40f..88b54fec8f2 100644 --- a/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py +++ b/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py @@ -1892,7 +1892,7 @@ class TestSalesInvoice(unittest.TestCase): si.submit() - data = get_ewb_data("Sales Invoice", si.name) + data = get_ewb_data("Sales Invoice", [si.name]) self.assertEqual(data['version'], '1.0.1118') self.assertEqual(data['billLists'][0]['fromGstin'], '27AAECE4835E1ZR') @@ -1948,7 +1948,7 @@ def create_sales_invoice(**args): "gst_hsn_code": "999800", "warehouse": args.warehouse or "_Test Warehouse - _TC", "qty": args.qty or 1, - "rate": args.rate or 100, + "rate": args.rate if args.get("rate") is not None else 100, "income_account": args.income_account or "Sales - _TC", "expense_account": args.expense_account or "Cost of Goods Sold - _TC", "cost_center": args.cost_center or "_Test Cost Center - _TC", diff --git a/erpnext/accounts/doctype/shipping_rule/shipping_rule.py b/erpnext/accounts/doctype/shipping_rule/shipping_rule.py index 1fd340c7316..b2638c78279 100644 --- a/erpnext/accounts/doctype/shipping_rule/shipping_rule.py +++ b/erpnext/accounts/doctype/shipping_rule/shipping_rule.py @@ -82,7 +82,7 @@ class ShippingRule(Document): if not shipping_country: frappe.throw(_('Shipping Address does not have country, which is required for this Shipping Rule')) if shipping_country not in [d.country for d in self.countries]: - frappe.throw(_('Shipping rule not applicable for country {0}').format(shipping_country)) + frappe.throw(_('Shipping rule not applicable for country {0} in Shipping Address').format(shipping_country)) def add_shipping_rule_to_tax_table(self, doc, shipping_amount): shipping_charge = { diff --git a/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py b/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py index 6c31e9efed1..dd6b4fdc603 100644 --- a/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py +++ b/erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py @@ -6,23 +6,42 @@ from __future__ import unicode_literals import frappe from frappe import _ from frappe.model.document import Document -from frappe.utils import flt +from frappe.utils import flt, getdate from erpnext.accounts.utils import get_fiscal_year class TaxWithholdingCategory(Document): pass -def get_party_tax_withholding_details(ref_doc): - tax_withholding_category = frappe.db.get_value('Supplier', ref_doc.supplier, 'tax_withholding_category') +def get_party_tax_withholding_details(ref_doc, tax_withholding_category=None): + + pan_no = '' + suppliers = [] + + if not tax_withholding_category: + tax_withholding_category, pan_no = frappe.db.get_value('Supplier', ref_doc.supplier, ['tax_withholding_category', 'pan']) + if not tax_withholding_category: return + if not pan_no: + pan_no = frappe.db.get_value('Supplier', ref_doc.supplier, 'pan') + + # Get others suppliers with the same PAN No + if pan_no: + suppliers = [d.name for d in frappe.get_all('Supplier', fields=['name'], filters={'pan': pan_no})] + + if not suppliers: + suppliers.append(ref_doc.supplier) + fy = get_fiscal_year(ref_doc.posting_date, company=ref_doc.company) tax_details = get_tax_withholding_details(tax_withholding_category, fy[0], ref_doc.company) if not tax_details: frappe.throw(_('Please set associated account in Tax Withholding Category {0} against Company {1}') .format(tax_withholding_category, ref_doc.company)) - tds_amount = get_tds_amount(ref_doc, tax_details, fy) + + tds_amount = get_tds_amount(suppliers, ref_doc.net_total, ref_doc.company, + tax_details, fy, ref_doc.posting_date, pan_no) + tax_row = get_tax_row(tax_details, tds_amount) return tax_row @@ -51,6 +70,7 @@ def get_tax_withholding_rates(tax_withholding, fiscal_year): frappe.throw(_("No Tax Withholding data found for the current Fiscal Year.")) def get_tax_row(tax_details, tds_amount): + return { "category": "Total", "add_deduct_tax": "Deduct", @@ -60,25 +80,36 @@ def get_tax_row(tax_details, tds_amount): "tax_amount": tds_amount } -def get_tds_amount(ref_doc, tax_details, fiscal_year_details): +def get_tds_amount(suppliers, net_total, company, tax_details, fiscal_year_details, posting_date, pan_no=None): fiscal_year, year_start_date, year_end_date = fiscal_year_details tds_amount = 0 tds_deducted = 0 - def _get_tds(amount): + def _get_tds(amount, rate): if amount <= 0: return 0 - return amount * tax_details.rate / 100 + return amount * rate / 100 + + ldc_name = frappe.db.get_value('Lower Deduction Certificate', + { + 'pan_no': pan_no, + 'fiscal_year': fiscal_year + }, 'name') + ldc = '' + + if ldc_name: + ldc = frappe.get_doc('Lower Deduction Certificate', ldc_name) entries = frappe.db.sql(""" select voucher_no, credit from `tabGL Entry` - where party=%s and fiscal_year=%s and credit > 0 - """, (ref_doc.supplier, fiscal_year), as_dict=1) + where company = %s and + party in %s and fiscal_year=%s and credit > 0 + """, (company, tuple(suppliers), fiscal_year), as_dict=1) vouchers = [d.voucher_no for d in entries] - advance_vouchers = get_advance_vouchers(ref_doc.supplier, fiscal_year) + advance_vouchers = get_advance_vouchers(suppliers, fiscal_year=fiscal_year, company=company) tds_vouchers = vouchers + advance_vouchers @@ -93,7 +124,20 @@ def get_tds_amount(ref_doc, tax_details, fiscal_year_details): tds_deducted = tds_deducted[0][0] if tds_deducted and tds_deducted[0][0] else 0 if tds_deducted: - tds_amount = _get_tds(ref_doc.net_total) + if ldc: + limit_consumed = frappe.db.get_value('Purchase Invoice', + { + 'supplier': ('in', suppliers), + 'apply_tds': 1, + 'docstatus': 1 + }, 'sum(net_total)') + + if ldc and is_valid_certificate(ldc.valid_from, ldc.valid_upto, posting_date, limit_consumed, net_total, + ldc.certificate_limit): + + tds_amount = get_ltds_amount(net_total, limit_consumed, ldc.certificate_limit, ldc.rate, tax_details) + else: + tds_amount = _get_tds(net_total, tax_details.rate) else: supplier_credit_amount = frappe.get_all('Purchase Invoice Item', fields = ['sum(net_amount)'], @@ -106,43 +150,79 @@ def get_tds_amount(ref_doc, tax_details, fiscal_year_details): fields = ['sum(credit_in_account_currency)'], filters = { 'parent': ('in', vouchers), 'docstatus': 1, - 'party': ref_doc.supplier, + 'party': ('in', suppliers), 'reference_type': ('not in', ['Purchase Invoice']) }, as_list=1) supplier_credit_amount += (jv_supplier_credit_amt[0][0] if jv_supplier_credit_amt and jv_supplier_credit_amt[0][0] else 0) - supplier_credit_amount += ref_doc.net_total + supplier_credit_amount += net_total - debit_note_amount = get_debit_note_amount(ref_doc.supplier, year_start_date, year_end_date) + debit_note_amount = get_debit_note_amount(suppliers, year_start_date, year_end_date) supplier_credit_amount -= debit_note_amount if ((tax_details.get('threshold', 0) and supplier_credit_amount >= tax_details.threshold) or (tax_details.get('cumulative_threshold', 0) and supplier_credit_amount >= tax_details.cumulative_threshold)): - tds_amount = _get_tds(supplier_credit_amount) + + if ldc and is_valid_certificate(ldc.valid_from, ldc.valid_upto, posting_date, tds_deducted, net_total, + ldc.certificate_limit): + tds_amount = get_ltds_amount(supplier_credit_amount, 0, ldc.certificate_limit, ldc.rate, + tax_details) + else: + tds_amount = _get_tds(supplier_credit_amount, tax_details.rate) return tds_amount -def get_advance_vouchers(supplier, fiscal_year=None, company=None, from_date=None, to_date=None): +def get_advance_vouchers(suppliers, fiscal_year=None, company=None, from_date=None, to_date=None): condition = "fiscal_year=%s" % fiscal_year + + if company: + condition += "and company =%s" % (company) if from_date and to_date: - condition = "company=%s and posting_date between %s and %s" % (company, from_date, to_date) + condition += "and posting_date between %s and %s" % (company, from_date, to_date) + + ## Appending the same supplier again if length of suppliers list is 1 + ## since tuple of single element list contains None, For example ('Test Supplier 1', ) + ## and the below query fails + if len(suppliers) == 1: + suppliers.append(suppliers[0]) return frappe.db.sql_list(""" select distinct voucher_no from `tabGL Entry` - where party=%s and %s and debit > 0 - """, (supplier, condition)) or [] + where party in %s and %s and debit > 0 + """, (tuple(suppliers), condition)) or [] -def get_debit_note_amount(supplier, year_start_date, year_end_date, company=None): - condition = "" +def get_debit_note_amount(suppliers, year_start_date, year_end_date, company=None): + condition = "and 1=1" if company: condition = " and company=%s " % company + if len(suppliers) == 1: + suppliers.append(suppliers[0]) + return flt(frappe.db.sql(""" select abs(sum(net_total)) from `tabPurchase Invoice` - where supplier=%s %s and is_return=1 and docstatus=1 - and posting_date between %s and %s - """, (supplier, condition, year_start_date, year_end_date))) \ No newline at end of file + where supplier in %s and is_return=1 and docstatus=1 + and posting_date between %s and %s %s + """, (tuple(suppliers), year_start_date, year_end_date, condition))) + +def get_ltds_amount(current_amount, deducted_amount, certificate_limit, rate, tax_details): + if current_amount < (certificate_limit - deducted_amount): + return current_amount * rate/100 + else: + ltds_amount = (certificate_limit - deducted_amount) + tds_amount = current_amount - ltds_amount + + return ltds_amount * rate/100 + tds_amount * tax_details.rate/100 + +def is_valid_certificate(valid_from, valid_upto, posting_date, deducted_amount, current_amount, certificate_limit): + valid = False + + if ((getdate(valid_from) <= getdate(posting_date) <= getdate(valid_upto)) and + certificate_limit > deducted_amount): + valid = True + + return valid \ No newline at end of file diff --git a/erpnext/accounts/party.py b/erpnext/accounts/party.py index 8567740ee70..47dfa09c610 100644 --- a/erpnext/accounts/party.py +++ b/erpnext/accounts/party.py @@ -11,7 +11,7 @@ from frappe.utils import (add_days, getdate, formatdate, date_diff, add_years, get_timestamp, nowdate, flt, cstr, add_months, get_last_day) from frappe.contacts.doctype.address.address import (get_address_display, get_default_address, get_company_address) -from frappe.contacts.doctype.contact.contact import get_contact_details, get_default_contact +from frappe.contacts.doctype.contact.contact import get_contact_details from erpnext.exceptions import PartyFrozen, PartyDisabled, InvalidAccountCurrency from erpnext.accounts.utils import get_fiscal_year from erpnext import get_company_currency @@ -162,8 +162,9 @@ def get_default_price_list(party): def set_price_list(party_details, party, party_type, given_price_list, pos=None): # price list price_list = get_permitted_documents('Price List') - - if price_list: + + # if there is only one permitted document based on user permissions, set it + if price_list and len(price_list) == 1: price_list = price_list[0] elif pos and party_type == 'Customer': customer_price_list = frappe.get_value('Customer', party.name, 'default_price_list') @@ -613,3 +614,26 @@ def get_partywise_advanced_payment_amount(party_type, posting_date = None): if data: return frappe._dict(data) + +def get_default_contact(doctype, name): + """ + Returns default contact for the given doctype and name. + Can be ordered by `contact_type` to either is_primary_contact or is_billing_contact. + """ + out = frappe.db.sql(""" + SELECT dl.parent, c.is_primary_contact, c.is_billing_contact + FROM `tabDynamic Link` dl + INNER JOIN tabContact c ON c.name = dl.parent + WHERE + dl.link_doctype=%s AND + dl.link_name=%s AND + dl.parenttype = "Contact" + ORDER BY is_primary_contact DESC, is_billing_contact DESC + """, (doctype, name)) + if out: + try: + return out[0][0] + except: + return None + else: + return None diff --git a/erpnext/accounts/report/accounts_receivable/accounts_receivable.py b/erpnext/accounts/report/accounts_receivable/accounts_receivable.py index 240b0d83817..e9c286fcf0d 100755 --- a/erpnext/accounts/report/accounts_receivable/accounts_receivable.py +++ b/erpnext/accounts/report/accounts_receivable/accounts_receivable.py @@ -344,26 +344,28 @@ class ReceivablePayableReport(object): def allocate_outstanding_based_on_payment_terms(self, row): self.get_payment_terms(row) for term in row.payment_terms: - term.outstanding = term.invoiced # update "paid" and "oustanding" for this term - self.allocate_closing_to_term(row, term, 'paid') + if not term.paid: + self.allocate_closing_to_term(row, term, 'paid') # update "credit_note" and "oustanding" for this term if term.outstanding: self.allocate_closing_to_term(row, term, 'credit_note') + row.payment_terms = sorted(row.payment_terms, key=lambda x: x['due_date']) + def get_payment_terms(self, row): # build payment_terms for row payment_terms_details = frappe.db.sql(""" select si.name, si.party_account_currency, si.currency, si.conversion_rate, - ps.due_date, ps.payment_amount, ps.description + ps.due_date, ps.payment_amount, ps.description, ps.paid_amount from `tab{0}` si, `tabPayment Schedule` ps where si.name = ps.parent and si.name = %s - order by ps.due_date + order by ps.paid_amount desc, due_date """.format(row.voucher_type), row.voucher_no, as_dict = 1) @@ -389,11 +391,14 @@ class ReceivablePayableReport(object): "invoiced": invoiced, "invoice_grand_total": row.invoiced, "payment_term": d.description, - "paid": 0.0, + "paid": d.paid_amount, "credit_note": 0.0, - "outstanding": 0.0 + "outstanding": invoiced - d.paid_amount })) + if d.paid_amount: + row['paid'] -= d.paid_amount + def allocate_closing_to_term(self, row, term, key): if row[key]: if row[key] > term.outstanding: diff --git a/erpnext/accounts/report/balance_sheet/balance_sheet.py b/erpnext/accounts/report/balance_sheet/balance_sheet.py index 97ce4f21e85..a858c1998f5 100644 --- a/erpnext/accounts/report/balance_sheet/balance_sheet.py +++ b/erpnext/accounts/report/balance_sheet/balance_sheet.py @@ -9,6 +9,7 @@ from erpnext.accounts.report.financial_statements import (get_period_list, get_c def execute(filters=None): period_list = get_period_list(filters.from_fiscal_year, filters.to_fiscal_year, + filters.period_start_date, filters.period_end_date, filters.filter_based_on, filters.periodicity, company=filters.company) currency = filters.presentation_currency or frappe.get_cached_value('Company', filters.company, "default_currency") @@ -58,7 +59,10 @@ def execute(filters=None): chart = get_chart_data(filters, columns, asset, liability, equity) - return columns, data, message, chart + report_summary = get_report_summary(period_list, asset, liability, equity, provisional_profit_loss, + total_credit, currency, filters) + + return columns, data, message, chart, report_summary def get_provisional_profit_loss(asset, liability, equity, period_list, company, currency=None, consolidated=False): provisional_profit_loss = {} @@ -120,6 +124,56 @@ def check_opening_balance(asset, liability, equity): return _("Previous Financial Year is not closed"),opening_balance return None,None +def get_report_summary(period_list, asset, liability, equity, provisional_profit_loss, total_credit, currency, + filters, consolidated=False): + + net_asset, net_liability, net_equity, net_provisional_profit_loss = 0.0, 0.0, 0.0, 0.0 + + if filters.get('accumulated_values'): + period_list = [period_list[-1]] + + for period in period_list: + key = period if consolidated else period.key + if asset: + net_asset += asset[-2].get(key) + if liability: + net_liability += liability[-2].get(key) + if equity: + net_equity += equity[-2].get(key) + if provisional_profit_loss: + net_provisional_profit_loss += provisional_profit_loss.get(key) + + return [ + { + "value": net_asset, + "label": "Total Asset", + "indicator": "Green", + "datatype": "Currency", + "currency": currency + }, + { + "value": net_liability, + "label": "Total Liability", + "datatype": "Currency", + "indicator": "Red", + "currency": currency + }, + { + "value": net_equity, + "label": "Total Equity", + "datatype": "Currency", + "indicator": "Blue", + "currency": currency + }, + { + "value": net_provisional_profit_loss, + "label": "Provisional Profit / Loss (Credit)", + "indicator": "Green" if net_provisional_profit_loss > 0 else "Red", + "datatype": "Currency", + "currency": currency + } + ] + def get_chart_data(filters, columns, asset, liability, equity): labels = [d.get("label") for d in columns[2:]] diff --git a/erpnext/accounts/report/cash_flow/cash_flow.js b/erpnext/accounts/report/cash_flow/cash_flow.js index 89244c3781a..e5d0c899181 100644 --- a/erpnext/accounts/report/cash_flow/cash_flow.js +++ b/erpnext/accounts/report/cash_flow/cash_flow.js @@ -9,14 +9,9 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() { // filter. It won't be used in cash flow for now so we pop it. Please take // of this if you are working here. - frappe.query_reports["Cash Flow"]["filters"].splice(5, 1); + frappe.query_reports["Cash Flow"]["filters"].splice(8, 1); frappe.query_reports["Cash Flow"]["filters"].push( - { - "fieldname": "accumulated_values", - "label": __("Accumulated Values"), - "fieldtype": "Check" - }, { "fieldname": "include_default_book_entries", "label": __("Include Default Book Entries"), diff --git a/erpnext/accounts/report/cash_flow/cash_flow.py b/erpnext/accounts/report/cash_flow/cash_flow.py index e349a6aaaf0..cf0946beaba 100644 --- a/erpnext/accounts/report/cash_flow/cash_flow.py +++ b/erpnext/accounts/report/cash_flow/cash_flow.py @@ -8,6 +8,7 @@ from frappe.utils import cint, cstr from erpnext.accounts.report.financial_statements import (get_period_list, get_columns, get_data) from erpnext.accounts.report.profit_and_loss_statement.profit_and_loss_statement import get_net_profit_loss from erpnext.accounts.utils import get_fiscal_year +from six import iteritems def execute(filters=None): @@ -16,7 +17,8 @@ def execute(filters=None): return execute_custom(filters=filters) period_list = get_period_list(filters.from_fiscal_year, filters.to_fiscal_year, - filters.periodicity, filters.accumulated_values, filters.company) + filters.period_start_date, filters.period_end_date, filters.filter_based_on, + filters.periodicity, company=filters.company) cash_flow_accounts = get_cash_flow_accounts() @@ -29,6 +31,7 @@ def execute(filters=None): net_profit_loss = get_net_profit_loss(income, expense, period_list, filters.company) data = [] + summary_data = {} company_currency = frappe.get_cached_value('Company', filters.company, "default_currency") for cash_flow_account in cash_flow_accounts: @@ -64,14 +67,16 @@ def execute(filters=None): section_data.append(account_data) add_total_row_account(data, section_data, cash_flow_account['section_footer'], - period_list, company_currency) + period_list, company_currency, summary_data) - add_total_row_account(data, data, _("Net Change in Cash"), period_list, company_currency) + add_total_row_account(data, data, _("Net Change in Cash"), period_list, company_currency, summary_data) columns = get_columns(filters.periodicity, period_list, filters.accumulated_values, filters.company) chart = get_chart_data(columns, data) - return columns, data, None, chart + report_summary = get_report_summary(summary_data, company_currency) + + return columns, data, None, chart, report_summary def get_cash_flow_accounts(): operation_accounts = { @@ -157,7 +162,7 @@ def get_start_date(period, accumulated_values, company): return start_date -def add_total_row_account(out, data, label, period_list, currency, consolidated = False): +def add_total_row_account(out, data, label, period_list, currency, summary_data, consolidated = False): total_row = { "account_name": "'" + _("{0}").format(label) + "'", "account": "'" + _("{0}").format(label) + "'", @@ -176,6 +181,24 @@ def add_total_row_account(out, data, label, period_list, currency, consolidated out.append(total_row) out.append({}) + summary_data[label] = total_row["total"] + +def get_report_summary(summary_data, currency): + report_summary = [] + + for label, value in iteritems(summary_data): + report_summary.append( + { + "value": value, + "label": label, + "datatype": "Currency", + "currency": currency + } + ) + + return report_summary + + def get_chart_data(columns, data): labels = [d.get("label") for d in columns[2:]] datasets = [{'name':account.get('account').replace("'", ""), 'values': [account.get('total')]} for account in data if account.get('parent_account') == None and account.get('currency')] diff --git a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.js b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.js index 48a030a99ed..38fd5fa2787 100644 --- a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.js +++ b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.js @@ -12,6 +12,39 @@ frappe.query_reports["Consolidated Financial Statement"] = { "default": frappe.defaults.get_user_default("Company"), "reqd": 1 }, + { + "fieldname":"filter_based_on", + "label": __("Filter Based On"), + "fieldtype": "Select", + "options": ["Fiscal Year", "Date Range"], + "default": ["Fiscal Year"], + "reqd": 1, + on_change: function() { + let filter_based_on = frappe.query_report.get_filter_value('filter_based_on'); + frappe.query_report.toggle_filter_display('from_fiscal_year', filter_based_on === 'Date Range'); + frappe.query_report.toggle_filter_display('to_fiscal_year', filter_based_on === 'Date Range'); + frappe.query_report.toggle_filter_display('period_start_date', filter_based_on === 'Fiscal Year'); + frappe.query_report.toggle_filter_display('period_end_date', filter_based_on === 'Fiscal Year'); + + frappe.query_report.refresh(); + } + }, + { + "fieldname":"period_start_date", + "label": __("Start Date"), + "fieldtype": "Date", + "default": frappe.datetime.nowdate(), + "hidden": 1, + "reqd": 1 + }, + { + "fieldname":"period_end_date", + "label": __("End Date"), + "fieldtype": "Date", + "default": frappe.datetime.add_months(frappe.datetime.nowdate(), 12), + "hidden": 1, + "reqd": 1 + }, { "fieldname":"from_fiscal_year", "label": __("Start Year"), @@ -61,5 +94,17 @@ frappe.query_reports["Consolidated Financial Statement"] = { "fieldtype": "Check", "default": 1 } - ] + ], + "formatter": function(value, row, column, data, default_formatter) { + value = default_formatter(value, row, column, data); + + if (!data.parent_account) { + value = $(`${value}`); + + var $value = $(value).css("font-weight", "bold"); + + value = $value.wrap("

").parent().html(); + } + return value; + } } diff --git a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py index 4a79b6a340e..b62238b59bb 100644 --- a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py +++ b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py @@ -4,15 +4,15 @@ from __future__ import unicode_literals import frappe, erpnext from frappe import _ -from frappe.utils import flt, cint +from frappe.utils import flt, cint, getdate from erpnext.accounts.report.utils import get_currency, convert_to_presentation_currency from erpnext.accounts.report.financial_statements import get_fiscal_year_data, sort_accounts from erpnext.accounts.report.balance_sheet.balance_sheet import (get_provisional_profit_loss, - check_opening_balance, get_chart_data) + check_opening_balance, get_chart_data, get_report_summary as get_bs_summary) from erpnext.accounts.report.profit_and_loss_statement.profit_and_loss_statement import (get_net_profit_loss, - get_chart_data as get_pl_chart_data) + get_chart_data as get_pl_chart_data, get_report_summary as get_pl_summary) from erpnext.accounts.report.cash_flow.cash_flow import (get_cash_flow_accounts, get_account_type_based_gl_data, - add_total_row_account) + add_total_row_account, get_report_summary as get_cash_flow_summary) def execute(filters=None): columns, data, message, chart = [], [], [], [] @@ -25,17 +25,17 @@ def execute(filters=None): columns = get_columns(companies_column) if filters.get('report') == "Balance Sheet": - data, message, chart = get_balance_sheet_data(fiscal_year, companies, columns, filters) + data, message, chart, report_summary = get_balance_sheet_data(fiscal_year, companies, columns, filters) elif filters.get('report') == "Profit and Loss Statement": - data, message, chart = get_profit_loss_data(fiscal_year, companies, columns, filters) + data, message, chart, report_summary = get_profit_loss_data(fiscal_year, companies, columns, filters) else: if cint(frappe.db.get_single_value('Accounts Settings', 'use_custom_cash_flow')): from erpnext.accounts.report.cash_flow.custom_cash_flow import execute as execute_custom return execute_custom(filters=filters) - data = get_cash_flow_data(fiscal_year, companies, filters) + data, report_summary = get_cash_flow_data(fiscal_year, companies, filters) - return columns, data, message, chart + return columns, data, message, chart, report_summary def get_balance_sheet_data(fiscal_year, companies, columns, filters): asset = get_data(companies, "Asset", "Debit", fiscal_year, filters=filters) @@ -75,9 +75,12 @@ def get_balance_sheet_data(fiscal_year, companies, columns, filters): if total_credit: data.append(total_credit) + report_summary = get_bs_summary(companies, asset, liability, equity, provisional_profit_loss, total_credit, + company_currency, filters, True) + chart = get_chart_data(filters, columns, asset, liability, equity) - return data, message, chart + return data, message, chart, report_summary def get_profit_loss_data(fiscal_year, companies, columns, filters): income, expense, net_profit_loss = get_income_expense_data(companies, fiscal_year, filters) @@ -90,7 +93,9 @@ def get_profit_loss_data(fiscal_year, companies, columns, filters): chart = get_pl_chart_data(filters, columns, income, expense, net_profit_loss) - return data, None, chart + report_summary = get_pl_summary(companies, '', income, expense, net_profit_loss, True) + + return data, None, chart, report_summary def get_income_expense_data(companies, fiscal_year, filters): company_currency = get_company_currency(filters) @@ -108,6 +113,7 @@ def get_cash_flow_data(fiscal_year, companies, filters): income, expense, net_profit_loss = get_income_expense_data(companies, fiscal_year, filters) data = [] + summary_data = {} company_currency = get_company_currency(filters) for cash_flow_account in cash_flow_accounts: @@ -142,11 +148,13 @@ def get_cash_flow_data(fiscal_year, companies, filters): section_data.append(account_data) add_total_row_account(data, section_data, cash_flow_account['section_footer'], - companies, company_currency, True) + companies, company_currency, summary_data, True) - add_total_row_account(data, data, _("Net Change in Cash"), companies, company_currency, True) + add_total_row_account(data, data, _("Net Change in Cash"), companies, company_currency, summary_data, True) - return data + report_summary = get_cash_flow_summary(summary_data, company_currency) + + return data, report_summary def get_account_type_based_data(account_type, companies, fiscal_year, filters): data = {} @@ -200,17 +208,24 @@ def get_data(companies, root_type, balance_must_be, fiscal_year, filters=None, i company_currency = get_company_currency(filters) + if filters.filter_based_on == 'Fiscal Year': + start_date = fiscal_year.year_start_date + end_date = fiscal_year.year_end_date + else: + start_date = filters.period_start_date + end_date = filters.period_end_date + gl_entries_by_account = {} for root in frappe.db.sql("""select lft, rgt from tabAccount where root_type=%s and ifnull(parent_account, '') = ''""", root_type, as_dict=1): - set_gl_entries_by_account(fiscal_year.year_start_date, - fiscal_year.year_end_date, root.lft, root.rgt, filters, + set_gl_entries_by_account(start_date, + end_date, root.lft, root.rgt, filters, gl_entries_by_account, accounts_by_name, ignore_closing_entries=False) - calculate_values(accounts_by_name, gl_entries_by_account, companies, fiscal_year, filters) + calculate_values(accounts_by_name, gl_entries_by_account, companies, start_date, filters) accumulate_values_into_parents(accounts, accounts_by_name, companies) - out = prepare_data(accounts, fiscal_year, balance_must_be, companies, company_currency) + out = prepare_data(accounts, start_date, end_date, balance_must_be, companies, company_currency) if out: add_total_row(out, root_type, balance_must_be, companies, company_currency) @@ -221,7 +236,7 @@ def get_company_currency(filters=None): return (filters.get('presentation_currency') or frappe.get_cached_value('Company', filters.company, "default_currency")) -def calculate_values(accounts_by_name, gl_entries_by_account, companies, fiscal_year, filters): +def calculate_values(accounts_by_name, gl_entries_by_account, companies, start_date, filters): for entries in gl_entries_by_account.values(): for entry in entries: key = entry.account_number or entry.account_name @@ -233,7 +248,7 @@ def calculate_values(accounts_by_name, gl_entries_by_account, companies, fiscal_ and entry.company in companies.get(company)): d[company] = d.get(company, 0.0) + flt(entry.debit) - flt(entry.credit) - if entry.posting_date < fiscal_year.year_start_date: + if entry.posting_date < getdate(start_date): d["opening_balance"] = d.get("opening_balance", 0.0) + flt(entry.debit) - flt(entry.credit) def accumulate_values_into_parents(accounts, accounts_by_name, companies): @@ -287,10 +302,8 @@ def get_accounts(root_type, filters): `tabAccount` where company = %s and root_type = %s """ , (filters.get('company'), root_type), as_dict=1) -def prepare_data(accounts, fiscal_year, balance_must_be, companies, company_currency): +def prepare_data(accounts, start_date, end_date, balance_must_be, companies, company_currency): data = [] - year_start_date = fiscal_year.year_start_date - year_end_date = fiscal_year.year_end_date for d in accounts: # add to output @@ -301,8 +314,8 @@ def prepare_data(accounts, fiscal_year, balance_must_be, companies, company_curr "account": _(d.account_name), "parent_account": _(d.parent_account), "indent": flt(d.indent), - "year_start_date": year_start_date, - "year_end_date": year_end_date, + "year_start_date": start_date, + "year_end_date": end_date, "currency": company_currency, "opening_balance": d.get("opening_balance", 0.0) * (1 if balance_must_be == "Debit" else -1) }) diff --git a/erpnext/accounts/report/financial_statements.py b/erpnext/accounts/report/financial_statements.py index 080a7c9223a..7fb598bd689 100644 --- a/erpnext/accounts/report/financial_statements.py +++ b/erpnext/accounts/report/financial_statements.py @@ -18,17 +18,20 @@ from frappe.utils import (flt, getdate, get_first_day, add_months, add_days, for from six import itervalues from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions, get_dimension_with_children -def get_period_list(from_fiscal_year, to_fiscal_year, periodicity, accumulated_values=False, +def get_period_list(from_fiscal_year, to_fiscal_year, period_start_date, period_end_date, filter_based_on, periodicity, accumulated_values=False, company=None, reset_period_on_fy_change=True): """Get a list of dict {"from_date": from_date, "to_date": to_date, "key": key, "label": label} Periodicity can be (Yearly, Quarterly, Monthly)""" - fiscal_year = get_fiscal_year_data(from_fiscal_year, to_fiscal_year) - validate_fiscal_year(fiscal_year, from_fiscal_year, to_fiscal_year) - - # start with first day, so as to avoid year to_dates like 2-April if ever they occur] - year_start_date = getdate(fiscal_year.year_start_date) - year_end_date = getdate(fiscal_year.year_end_date) + if filter_based_on == 'Fiscal Year': + fiscal_year = get_fiscal_year_data(from_fiscal_year, to_fiscal_year) + validate_fiscal_year(fiscal_year, from_fiscal_year, to_fiscal_year) + year_start_date = getdate(fiscal_year.year_start_date) + year_end_date = getdate(fiscal_year.year_end_date) + else: + validate_dates(period_start_date, period_end_date) + year_start_date = getdate(period_start_date) + year_end_date = getdate(period_end_date) months_to_add = { "Yearly": 12, @@ -42,6 +45,9 @@ def get_period_list(from_fiscal_year, to_fiscal_year, periodicity, accumulated_v start_date = year_start_date months = get_months(year_start_date, year_end_date) + if (months // months_to_add) != (months / months_to_add): + months += months_to_add + for i in range(months // months_to_add): period = frappe._dict({ "from_date": start_date @@ -103,9 +109,18 @@ def get_fiscal_year_data(from_fiscal_year, to_fiscal_year): def validate_fiscal_year(fiscal_year, from_fiscal_year, to_fiscal_year): - if not fiscal_year.get('year_start_date') and not fiscal_year.get('year_end_date'): + if not fiscal_year.get('year_start_date') or not fiscal_year.get('year_end_date'): + frappe.throw(_("Start Year and End Year are mandatory")) + + if getdate(fiscal_year.get('year_end_date')) < getdate(fiscal_year.get('year_start_date')): frappe.throw(_("End Year cannot be before Start Year")) +def validate_dates(from_date, to_date): + if not from_date or not to_date: + frappe.throw("From Date and To Date are mandatory") + + if to_date < from_date: + frappe.throw("To Date cannot be less than From Date") def get_months(start_date, end_date): diff = (12 * end_date.year + end_date.month) - (12 * start_date.year + start_date.month) @@ -151,7 +166,7 @@ def get_data( calculate_values( accounts_by_name, gl_entries_by_account, period_list, accumulated_values, ignore_accumulated_values_for_fy) - accumulate_values_into_parents(accounts, accounts_by_name, period_list, accumulated_values) + accumulate_values_into_parents(accounts, accounts_by_name, period_list) out = prepare_data(accounts, balance_must_be, period_list, company_currency) out = filter_out_zero_value_rows(out, parent_children_map) @@ -191,7 +206,7 @@ def calculate_values( d["opening_balance"] = d.get("opening_balance", 0.0) + flt(entry.debit) - flt(entry.credit) -def accumulate_values_into_parents(accounts, accounts_by_name, period_list, accumulated_values): +def accumulate_values_into_parents(accounts, accounts_by_name, period_list): """accumulate children's values in parent accounts""" for d in reversed(accounts): if d.parent_account: @@ -419,7 +434,9 @@ def get_additional_conditions(from_date, ignore_closing_entries, filters): if frappe.get_cached_value('DocType', dimension.document_type, 'is_tree'): filters[dimension.fieldname] = get_dimension_with_children(dimension.document_type, filters.get(dimension.fieldname)) - additional_conditions.append("{0} in %({0})s".format(dimension.fieldname)) + additional_conditions.append("{0} in %({0})s".format(dimension.fieldname)) + else: + additional_conditions.append("{0} in (%({0})s)".format(dimension.fieldname)) return " and {}".format(" and ".join(additional_conditions)) if additional_conditions else "" diff --git a/erpnext/accounts/report/general_ledger/general_ledger.html b/erpnext/accounts/report/general_ledger/general_ledger.html index 9a2205a5791..378fa3791c1 100644 --- a/erpnext/accounts/report/general_ledger/general_ledger.html +++ b/erpnext/accounts/report/general_ledger/general_ledger.html @@ -2,7 +2,7 @@

{% if (filters.party_name) { %} {%= filters.party_name %} - {% } else if (filters.party) { %} + {% } else if (filters.party && filters.party.length) { %} {%= filters.party %} {% } else if (filters.account) { %} {%= filters.account %} diff --git a/erpnext/accounts/report/general_ledger/general_ledger.py b/erpnext/accounts/report/general_ledger/general_ledger.py index 898ac13e0e4..f776d933014 100644 --- a/erpnext/accounts/report/general_ledger/general_ledger.py +++ b/erpnext/accounts/report/general_ledger/general_ledger.py @@ -202,7 +202,9 @@ def get_conditions(filters): if frappe.get_cached_value('DocType', dimension.document_type, 'is_tree'): filters[dimension.fieldname] = get_dimension_with_children(dimension.document_type, filters.get(dimension.fieldname)) - conditions.append("{0} in %({0})s".format(dimension.fieldname)) + conditions.append("{0} in %({0})s".format(dimension.fieldname)) + else: + conditions.append("{0} in (%({0})s)".format(dimension.fieldname)) return "and {}".format(" and ".join(conditions)) if conditions else "" @@ -363,6 +365,7 @@ def get_columns(filters): columns = [ { + "label": _("GL Entry"), "fieldname": "gl_entry", "fieldtype": "Link", "options": "GL Entry", diff --git a/erpnext/accounts/report/gross_and_net_profit_report/gross_and_net_profit_report.py b/erpnext/accounts/report/gross_and_net_profit_report/gross_and_net_profit_report.py index 6550981a146..260f35f270d 100644 --- a/erpnext/accounts/report/gross_and_net_profit_report/gross_and_net_profit_report.py +++ b/erpnext/accounts/report/gross_and_net_profit_report/gross_and_net_profit_report.py @@ -8,7 +8,6 @@ from frappe.utils import flt from erpnext.accounts.report.financial_statements import (get_period_list, get_columns, get_data) import copy - def execute(filters=None): period_list = get_period_list(filters.from_fiscal_year, filters.to_fiscal_year, filters.periodicity, filters.accumulated_values, filters.company) @@ -27,17 +26,19 @@ def execute(filters=None): gross_income = get_revenue(income, period_list) - gross_expense = get_revenue(expense, period_list) if(len(gross_income)==0 and len(gross_expense)== 0): - data.append({"account_name": "'" + _("Nothing is included in gross") + "'", - "account": "'" + _("Nothing is included in gross") + "'"}) - + data.append({ + "account_name": "'" + _("Nothing is included in gross") + "'", + "account": "'" + _("Nothing is included in gross") + "'" + }) return columns, data - data.append({"account_name": "'" + _("Included in Gross Profit") + "'", - "account": "'" + _("Included in Gross Profit") + "'"}) + data.append({ + "account_name": "'" + _("Included in Gross Profit") + "'", + "account": "'" + _("Included in Gross Profit") + "'" + }) data.append({}) data.extend(gross_income or []) @@ -111,7 +112,6 @@ def set_total(node, value, complete_list, totals): def get_profit(gross_income, gross_expense, period_list, company, profit_type, currency=None, consolidated=False): - profit_loss = { "account_name": "'" + _(profit_type) + "'", "account": "'" + _(profit_type) + "'", @@ -123,7 +123,9 @@ def get_profit(gross_income, gross_expense, period_list, company, profit_type, c for period in period_list: key = period if consolidated else period.key - profit_loss[key] = flt(gross_income[0].get(key, 0)) - flt(gross_expense[0].get(key, 0)) + gross_income_for_period = flt(gross_income[0].get(key, 0)) if gross_income else 0 + gross_expense_for_period = flt(gross_expense[0].get(key, 0)) if gross_expense else 0 + profit_loss[key] = gross_income_for_period - gross_expense_for_period if profit_loss[key]: has_value=True @@ -143,12 +145,18 @@ def get_net_profit(non_gross_income, gross_income, gross_expense, non_gross_expe for period in period_list: key = period if consolidated else period.key - total_income = flt(gross_income[0].get(key, 0)) + flt(non_gross_income[0].get(key, 0)) - total_expense = flt(gross_expense[0].get(key, 0)) + flt(non_gross_expense[0].get(key, 0)) + gross_income_for_period = flt(gross_income[0].get(key, 0)) if gross_income else 0 + non_gross_income_for_period = flt(non_gross_income[0].get(key, 0)) if non_gross_income else 0 + + gross_expense_for_period = flt(gross_expense[0].get(key, 0)) if gross_expense else 0 + non_gross_expense_for_period = flt(non_gross_expense[0].get(key, 0)) if non_gross_expense else 0 + + total_income = gross_income_for_period + non_gross_income_for_period + total_expense = gross_expense_for_period + non_gross_expense_for_period profit_loss[key] = flt(total_income) - flt(total_expense) if profit_loss[key]: has_value=True if has_value: - return profit_loss + return profit_loss \ No newline at end of file diff --git a/erpnext/accounts/report/gross_profit/gross_profit.py b/erpnext/accounts/report/gross_profit/gross_profit.py index 6ef6d6eea03..4e22b05a81d 100644 --- a/erpnext/accounts/report/gross_profit/gross_profit.py +++ b/erpnext/accounts/report/gross_profit/gross_profit.py @@ -55,27 +55,27 @@ def get_columns(group_wise_columns, filters): columns = [] column_map = frappe._dict({ "parent": _("Sales Invoice") + ":Link/Sales Invoice:120", - "posting_date": _("Posting Date") + ":Date", - "posting_time": _("Posting Time"), - "item_code": _("Item Code") + ":Link/Item", - "item_name": _("Item Name"), - "item_group": _("Item Group") + ":Link/Item Group", - "brand": _("Brand"), - "description": _("Description"), - "warehouse": _("Warehouse") + ":Link/Warehouse", - "qty": _("Qty") + ":Float", - "base_rate": _("Avg. Selling Rate") + ":Currency/currency", - "buying_rate": _("Valuation Rate") + ":Currency/currency", - "base_amount": _("Selling Amount") + ":Currency/currency", - "buying_amount": _("Buying Amount") + ":Currency/currency", - "gross_profit": _("Gross Profit") + ":Currency/currency", - "gross_profit_percent": _("Gross Profit %") + ":Percent", - "project": _("Project") + ":Link/Project", + "posting_date": _("Posting Date") + ":Date:100", + "posting_time": _("Posting Time") + ":Data:100", + "item_code": _("Item Code") + ":Link/Item:100", + "item_name": _("Item Name") + ":Data:100", + "item_group": _("Item Group") + ":Link/Item Group:100", + "brand": _("Brand") + ":Link/Brand:100", + "description": _("Description") +":Data:100", + "warehouse": _("Warehouse") + ":Link/Warehouse:100", + "qty": _("Qty") + ":Float:80", + "base_rate": _("Avg. Selling Rate") + ":Currency/currency:100", + "buying_rate": _("Valuation Rate") + ":Currency/currency:100", + "base_amount": _("Selling Amount") + ":Currency/currency:100", + "buying_amount": _("Buying Amount") + ":Currency/currency:100", + "gross_profit": _("Gross Profit") + ":Currency/currency:100", + "gross_profit_percent": _("Gross Profit %") + ":Percent:100", + "project": _("Project") + ":Link/Project:100", "sales_person": _("Sales person"), - "allocated_amount": _("Allocated Amount") + ":Currency/currency", - "customer": _("Customer") + ":Link/Customer", - "customer_group": _("Customer Group") + ":Link/Customer Group", - "territory": _("Territory") + ":Link/Territory" + "allocated_amount": _("Allocated Amount") + ":Currency/currency:100", + "customer": _("Customer") + ":Link/Customer:100", + "customer_group": _("Customer Group") + ":Link/Customer Group:100", + "territory": _("Territory") + ":Link/Territory:100" }) for col in group_wise_columns.get(scrub(filters.group_by)): @@ -85,7 +85,8 @@ def get_columns(group_wise_columns, filters): "fieldname": "currency", "label" : _("Currency"), "fieldtype": "Link", - "options": "Currency" + "options": "Currency", + "hidden": 1 }) return columns @@ -277,7 +278,7 @@ class GrossProfitGenerator(object): from `tabPurchase Invoice Item` a where a.item_code = %s and a.docstatus=1 and modified <= %s - order by a.modified desc limit 1""", (item_code,self.filters.to_date)) + order by a.modified desc limit 1""", (item_code, self.filters.to_date)) else: last_purchase_rate = frappe.db.sql(""" select (a.base_rate / a.conversion_factor) diff --git a/erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.js b/erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.js index baa0bda7005..2b946c05401 100644 --- a/erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.js +++ b/erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.js @@ -15,11 +15,6 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() { return frappe.db.get_link_options('Project', txt); } }, - { - "fieldname": "accumulated_values", - "label": __("Accumulated Values"), - "fieldtype": "Check" - }, { "fieldname": "include_default_book_entries", "label": __("Include Default Book Entries"), diff --git a/erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py b/erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py index b96fe69ba89..7caa7648b12 100644 --- a/erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py +++ b/erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py @@ -9,7 +9,8 @@ from erpnext.accounts.report.financial_statements import (get_period_list, get_c def execute(filters=None): period_list = get_period_list(filters.from_fiscal_year, filters.to_fiscal_year, - filters.periodicity, filters.accumulated_values, filters.company) + filters.period_start_date, filters.period_end_date, filters.filter_based_on, filters.periodicity, + company=filters.company) income = get_data(filters.company, "Income", "Credit", period_list, filters = filters, accumulated_values=filters.accumulated_values, @@ -31,20 +32,22 @@ def execute(filters=None): chart = get_chart_data(filters, columns, income, expense, net_profit_loss) - report_summary = get_report_summary(columns, income, expense, net_profit_loss, filters.periodicity, period_list) + default_currency = frappe.get_cached_value('Company', filters.company, "default_currency") + report_summary = get_report_summary(period_list, filters.periodicity, income, expense, net_profit_loss, default_currency) return columns, data, None, chart, report_summary -def get_report_summary(columns, income, expense, net_profit_loss, period_list, periodicity): - income_data, expense_data, net_profit = [], [], [] +def get_report_summary(period_list, periodicity, income, expense, net_profit_loss, default_currency, consolidated=False): + net_income, net_expense, net_profit = 0.0, 0.0, 0.0 - for p in columns[2:]: + for period in period_list: + key = period if consolidated else period.key if income: - income_data.append(income[-2].get(p.get("fieldname"))) + net_income += income[-2].get(key) if expense: - expense_data.append(expense[-2].get(p.get("fieldname"))) + net_expense += expense[-2].get(key) if net_profit_loss: - net_profit.append(net_profit_loss.get(p.get("fieldname"))) + net_profit += net_profit_loss.get(key) if (len(period_list) == 1 and periodicity== 'Yearly'): profit_label = _("Profit This Year") @@ -57,23 +60,23 @@ def get_report_summary(columns, income, expense, net_profit_loss, period_list, p return [ { - "value": net_profit[-1], - "indicator": "Green" if net_profit[-1] > 0 else "Red", + "value": net_profit, + "indicator": "Green" if net_profit > 0 else "Red", "label": profit_label, "datatype": "Currency", - "currency": net_profit_loss.get("currency") + "currency": net_profit_loss.get("currency") if net_profit_loss else default_currency }, { - "value": income_data[-1], + "value": net_income, "label": income_label, "datatype": "Currency", - "currency": income[-1].get('currency') + "currency": income[-1].get('currency') if income else default_currency }, { - "value": expense_data[-1], + "value": net_expense, "label": expense_label, "datatype": "Currency", - "currency": expense[-1].get('currency') + "currency": expense[-1].get('currency') if expense else default_currency } ] diff --git a/erpnext/accounts/report/purchase_register/purchase_register.js b/erpnext/accounts/report/purchase_register/purchase_register.js index 42b35c2a997..b2b95b2b81b 100644 --- a/erpnext/accounts/report/purchase_register/purchase_register.js +++ b/erpnext/accounts/report/purchase_register/purchase_register.js @@ -34,6 +34,33 @@ frappe.query_reports["Purchase Register"] = { "label": __("Mode of Payment"), "fieldtype": "Link", "options": "Mode of Payment" + }, + { + "fieldname":"cost_center", + "label": __("Cost Center"), + "fieldtype": "Link", + "options": "Cost Center" + }, + { + "fieldname":"warehouse", + "label": __("Warehouse"), + "fieldtype": "Link", + "options": "Warehouse" + }, + { + "fieldname":"item_group", + "label": __("Item Group"), + "fieldtype": "Link", + "options": "Item Group" } ] } + +erpnext.dimension_filters.forEach((dimension) => { + frappe.query_reports["Purchase Register"].filters.splice(7, 0 ,{ + "fieldname": dimension["fieldname"], + "label": __(dimension["label"]), + "fieldtype": "Link", + "options": dimension["document_type"] + }); +}); \ No newline at end of file diff --git a/erpnext/accounts/report/purchase_register/purchase_register.py b/erpnext/accounts/report/purchase_register/purchase_register.py index 3f8abb76e26..9399e707390 100644 --- a/erpnext/accounts/report/purchase_register/purchase_register.py +++ b/erpnext/accounts/report/purchase_register/purchase_register.py @@ -5,6 +5,7 @@ from __future__ import unicode_literals import frappe from frappe.utils import flt from frappe import msgprint, _ +from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions, get_dimension_with_children def execute(filters=None): return _execute(filters) @@ -66,7 +67,7 @@ def _execute(filters=None, additional_table_columns=None, additional_query_colum total_tax += tax_amount row.append(tax_amount) - # total tax, grand total, rounded total & outstanding amount + # total tax, grand total, rounded total & outstanding amount row += [total_tax, inv.base_grand_total, flt(inv.base_grand_total, 0), inv.outstanding_amount] data.append(row) @@ -134,6 +135,38 @@ def get_conditions(filters): if filters.get("mode_of_payment"): conditions += " and ifnull(mode_of_payment, '') = %(mode_of_payment)s" + if filters.get("cost_center"): + conditions += """ and exists(select name from `tabPurchase Invoice Item` + where parent=`tabPurchase Invoice`.name + and ifnull(`tabPurchase Invoice Item`.cost_center, '') = %(cost_center)s)""" + + if filters.get("warehouse"): + conditions += """ and exists(select name from `tabPurchase Invoice Item` + where parent=`tabPurchase Invoice`.name + and ifnull(`tabPurchase Invoice Item`.warehouse, '') = %(warehouse)s)""" + + if filters.get("item_group"): + conditions += """ and exists(select name from `tabPurchase Invoice Item` + where parent=`tabPurchase Invoice`.name + and ifnull(`tabPurchase Invoice Item`.item_group, '') = %(item_group)s)""" + + accounting_dimensions = get_accounting_dimensions(as_list=False) + + if accounting_dimensions: + common_condition = """ + and exists(select name from `tabPurchase Invoice Item` + where parent=`tabPurchase Invoice`.name + """ + for dimension in accounting_dimensions: + if filters.get(dimension.fieldname): + if frappe.get_cached_value('DocType', dimension.document_type, 'is_tree'): + filters[dimension.fieldname] = get_dimension_with_children(dimension.document_type, + filters.get(dimension.fieldname)) + + conditions += common_condition + "and ifnull(`tabPurchase Invoice Item`.{0}, '') in %({0})s)".format(dimension.fieldname) + else: + conditions += common_condition + "and ifnull(`tabPurchase Invoice Item`.{0}, '') in (%({0})s))".format(dimension.fieldname) + return conditions def get_invoices(filters, additional_query_columns): diff --git a/erpnext/accounts/report/sales_register/sales_register.py b/erpnext/accounts/report/sales_register/sales_register.py index 9864e40c1a9..b6e61b13069 100644 --- a/erpnext/accounts/report/sales_register/sales_register.py +++ b/erpnext/accounts/report/sales_register/sales_register.py @@ -344,16 +344,19 @@ def get_conditions(filters): accounting_dimensions = get_accounting_dimensions(as_list=False) if accounting_dimensions: + common_condition = """ + and exists(select name from `tabSales Invoice Item` + where parent=`tabSales Invoice`.name + """ for dimension in accounting_dimensions: if filters.get(dimension.fieldname): if frappe.get_cached_value('DocType', dimension.document_type, 'is_tree'): filters[dimension.fieldname] = get_dimension_with_children(dimension.document_type, filters.get(dimension.fieldname)) - conditions += """ and exists(select name from `tabSales Invoice Item` - where parent=`tabSales Invoice`.name - and ifnull(`tabSales Invoice Item`.{0}, '') in %({0})s)""".format(dimension.fieldname) - + conditions += common_condition + "and ifnull(`tabSales Invoice Item`.{0}, '') in %({0})s)".format(dimension.fieldname) + else: + conditions += common_condition + "and ifnull(`tabSales Invoice Item`.{0}, '') in (%({0})s))".format(dimension.fieldname) return conditions diff --git a/erpnext/accounts/report/tds_computation_summary/tds_computation_summary.py b/erpnext/accounts/report/tds_computation_summary/tds_computation_summary.py index 2e805f8d3f5..c7cfee74cb0 100644 --- a/erpnext/accounts/report/tds_computation_summary/tds_computation_summary.py +++ b/erpnext/accounts/report/tds_computation_summary/tds_computation_summary.py @@ -44,9 +44,14 @@ def get_result(filters): out = [] for supplier in filters.supplier: tds = frappe.get_doc("Tax Withholding Category", supplier.tax_withholding_category) - rate = [d.tax_withholding_rate for d in tds.rates if d.fiscal_year == filters.fiscal_year][0] + rate = [d.tax_withholding_rate for d in tds.rates if d.fiscal_year == filters.fiscal_year] + + if rate: + rate = rate[0] + try: account = [d.account for d in tds.accounts if d.company == filters.company][0] + except IndexError: account = [] total_invoiced_amount, tds_deducted = get_invoice_and_tds_amount(supplier.name, account, @@ -76,7 +81,7 @@ def get_invoice_and_tds_amount(supplier, account, company, from_date, to_date): supplier_credit_amount = flt(sum([d.credit for d in entries])) vouchers = [d.voucher_no for d in entries] - vouchers += get_advance_vouchers(supplier, company=company, + vouchers += get_advance_vouchers([supplier], company=company, from_date=from_date, to_date=to_date) tds_deducted = 0 @@ -89,7 +94,7 @@ def get_invoice_and_tds_amount(supplier, account, company, from_date, to_date): """.format(', '.join(["'%s'" % d for d in vouchers])), (account, from_date, to_date, company))[0][0]) - debit_note_amount = get_debit_note_amount(supplier, from_date, to_date, company=company) + debit_note_amount = get_debit_note_amount([supplier], from_date, to_date, company=company) total_invoiced_amount = supplier_credit_amount + tds_deducted - debit_note_amount diff --git a/erpnext/accounts/report/trial_balance/trial_balance.py b/erpnext/accounts/report/trial_balance/trial_balance.py index 5fe6b416fda..d78324157a9 100644 --- a/erpnext/accounts/report/trial_balance/trial_balance.py +++ b/erpnext/accounts/report/trial_balance/trial_balance.py @@ -126,7 +126,9 @@ def get_rootwise_opening_balances(filters, report_type): if frappe.get_cached_value('DocType', dimension.document_type, 'is_tree'): filters[dimension.fieldname] = get_dimension_with_children(dimension.document_type, filters.get(dimension.fieldname)) - additional_conditions += "and {0} in %({0})s".format(dimension.fieldname) + additional_conditions += "and {0} in %({0})s".format(dimension.fieldname) + else: + additional_conditions += "and {0} in (%({0})s)".format(dimension.fieldname) query_filters.update({ dimension.fieldname: filters.get(dimension.fieldname) diff --git a/erpnext/agriculture/desk_page/agriculture/agriculture.json b/erpnext/agriculture/desk_page/agriculture/agriculture.json index 6020d628a2b..e0d2c9ca25a 100644 --- a/erpnext/agriculture/desk_page/agriculture/agriculture.json +++ b/erpnext/agriculture/desk_page/agriculture/agriculture.json @@ -1,16 +1,19 @@ { "cards": [ { - "links": "[\n {\n \"label\": \"Crop\",\n \"name\": \"Crop\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Crop Cycle\",\n \"name\": \"Crop Cycle\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Location\",\n \"name\": \"Location\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "Crops & Lands" + "hidden": 0, + "label": "Crops & Lands", + "links": "[\n {\n \"label\": \"Crop\",\n \"name\": \"Crop\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Crop Cycle\",\n \"name\": \"Crop Cycle\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Location\",\n \"name\": \"Location\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Plant Analysis\",\n \"name\": \"Plant Analysis\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Soil Analysis\",\n \"name\": \"Soil Analysis\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Water Analysis\",\n \"name\": \"Water Analysis\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Soil Texture\",\n \"name\": \"Soil Texture\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Weather\",\n \"name\": \"Weather\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Agriculture Analysis Criteria\",\n \"name\": \"Agriculture Analysis Criteria\",\n \"type\": \"doctype\"\n }\n]", - "title": "Analytics" + "hidden": 0, + "label": "Analytics", + "links": "[\n {\n \"label\": \"Plant Analysis\",\n \"name\": \"Plant Analysis\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Soil Analysis\",\n \"name\": \"Soil Analysis\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Water Analysis\",\n \"name\": \"Water Analysis\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Soil Texture\",\n \"name\": \"Soil Texture\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Weather\",\n \"name\": \"Weather\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Agriculture Analysis Criteria\",\n \"name\": \"Agriculture Analysis Criteria\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Disease\",\n \"name\": \"Disease\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fertilizer\",\n \"name\": \"Fertilizer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "Diseases & Fertilizers" + "hidden": 0, + "label": "Diseases & Fertilizers", + "links": "[\n {\n \"label\": \"Disease\",\n \"name\": \"Disease\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fertilizer\",\n \"name\": \"Fertilizer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" } ], "category": "Domains", @@ -24,7 +27,7 @@ "idx": 0, "is_standard": 1, "label": "Agriculture", - "modified": "2020-03-12 16:30:37.565413", + "modified": "2020-04-01 11:28:51.032822", "modified_by": "Administrator", "module": "Agriculture", "name": "Agriculture", diff --git a/erpnext/assets/desk_page/assets/assets.json b/erpnext/assets/desk_page/assets/assets.json index f9c65cb9606..03094160e5f 100644 --- a/erpnext/assets/desk_page/assets/assets.json +++ b/erpnext/assets/desk_page/assets/assets.json @@ -1,17 +1,19 @@ { "cards": [ { - "links": "[\n {\n \"label\": \"Asset\",\n \"name\": \"Asset\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Location\",\n \"name\": \"Location\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Asset Category\",\n \"name\": \"Asset Category\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Transfer an asset from one warehouse to another\",\n \"label\": \"Asset Movement\",\n \"name\": \"Asset Movement\",\n \"type\": \"doctype\"\n }\n]", - "title": "Assets" + "hidden": 0, + "label": "Assets", + "links": "[\n {\n \"label\": \"Asset\",\n \"name\": \"Asset\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Location\",\n \"name\": \"Location\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Asset Category\",\n \"name\": \"Asset Category\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Transfer an asset from one warehouse to another\",\n \"label\": \"Asset Movement\",\n \"name\": \"Asset Movement\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Asset Maintenance Team\",\n \"name\": \"Asset Maintenance Team\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Asset Maintenance Team\"\n ],\n \"label\": \"Asset Maintenance\",\n \"name\": \"Asset Maintenance\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Asset Maintenance\"\n ],\n \"label\": \"Asset Maintenance Log\",\n \"name\": \"Asset Maintenance Log\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Asset\"\n ],\n \"label\": \"Asset Value Adjustment\",\n \"name\": \"Asset Value Adjustment\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Asset\"\n ],\n \"label\": \"Asset Repair\",\n \"name\": \"Asset Repair\",\n \"type\": \"doctype\"\n }\n]", - "title": "Maintenance" + "hidden": 0, + "label": "Maintenance", + "links": "[\n {\n \"label\": \"Asset Maintenance Team\",\n \"name\": \"Asset Maintenance Team\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Asset Maintenance Team\"\n ],\n \"label\": \"Asset Maintenance\",\n \"name\": \"Asset Maintenance\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Asset Maintenance\"\n ],\n \"label\": \"Asset Maintenance Log\",\n \"name\": \"Asset Maintenance Log\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Asset\"\n ],\n \"label\": \"Asset Value Adjustment\",\n \"name\": \"Asset Value Adjustment\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Asset\"\n ],\n \"label\": \"Asset Repair\",\n \"name\": \"Asset Repair\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-table", - "links": "[\n {\n \"dependencies\": [\n \"Asset\"\n ],\n \"doctype\": \"Asset\",\n \"is_query_report\": true,\n \"label\": \"Asset Depreciation Ledger\",\n \"name\": \"Asset Depreciation Ledger\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Asset\"\n ],\n \"doctype\": \"Asset\",\n \"is_query_report\": true,\n \"label\": \"Asset Depreciations and Balances\",\n \"name\": \"Asset Depreciations and Balances\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Asset Maintenance\"\n ],\n \"doctype\": \"Asset Maintenance\",\n \"label\": \"Asset Maintenance\",\n \"name\": \"Asset Maintenance\",\n \"type\": \"report\"\n }\n]", - "title": "Reports" + "hidden": 0, + "label": "Reports", + "links": "[\n {\n \"dependencies\": [\n \"Asset\"\n ],\n \"doctype\": \"Asset\",\n \"is_query_report\": true,\n \"label\": \"Asset Depreciation Ledger\",\n \"name\": \"Asset Depreciation Ledger\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Asset\"\n ],\n \"doctype\": \"Asset\",\n \"is_query_report\": true,\n \"label\": \"Asset Depreciations and Balances\",\n \"name\": \"Asset Depreciations and Balances\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Asset Maintenance\"\n ],\n \"doctype\": \"Asset Maintenance\",\n \"label\": \"Asset Maintenance\",\n \"name\": \"Asset Maintenance\",\n \"type\": \"report\"\n }\n]" } ], "category": "Modules", @@ -26,7 +28,7 @@ "idx": 0, "is_standard": 1, "label": "Assets", - "modified": "2020-03-12 16:30:38.651019", + "modified": "2020-04-01 11:28:51.072198", "modified_by": "Administrator", "module": "Assets", "name": "Assets", @@ -35,17 +37,17 @@ "pin_to_top": 0, "shortcuts": [ { - "is_query_report": 0, + "label": "Asset", "link_to": "Asset", "type": "DocType" }, { - "is_query_report": 0, + "label": "Asset Movement", "link_to": "Asset Movement", "type": "DocType" }, { - "is_query_report": 0, + "label": "Fixed Asset Register", "link_to": "Fixed Asset Register", "type": "Report" } diff --git a/erpnext/assets/doctype/asset_category/asset_category.py b/erpnext/assets/doctype/asset_category/asset_category.py index fc08841be99..9bf4df423c2 100644 --- a/erpnext/assets/doctype/asset_category/asset_category.py +++ b/erpnext/assets/doctype/asset_category/asset_category.py @@ -11,12 +11,34 @@ from frappe.model.document import Document class AssetCategory(Document): def validate(self): self.validate_finance_books() + self.validate_accounts() def validate_finance_books(self): for d in self.finance_books: for field in ("Total Number of Depreciations", "Frequency of Depreciation"): if cint(d.get(frappe.scrub(field)))<1: frappe.throw(_("Row {0}: {1} must be greater than 0").format(d.idx, field), frappe.MandatoryError) + + def validate_accounts(self): + account_type_map = { + 'fixed_asset_account': { 'account_type': 'Fixed Asset' }, + 'accumulated_depreciation_account': { 'account_type': 'Accumulated Depreciation' }, + 'depreciation_expense_account': { 'root_type': 'Expense' }, + 'capital_work_in_progress_account': { 'account_type': 'Capital Work in Progress' } + } + for d in self.accounts: + for fieldname in account_type_map.keys(): + if d.get(fieldname): + selected_account = d.get(fieldname) + key_to_match = next(iter(account_type_map.get(fieldname))) # acount_type or root_type + selected_key_type = frappe.db.get_value('Account', selected_account, key_to_match) + expected_key_type = account_type_map[fieldname][key_to_match] + + if selected_key_type != expected_key_type: + frappe.throw(_("Row #{}: {} of {} should be {}. Please modify the account or select a different account.") + .format(d.idx, frappe.unscrub(key_to_match), frappe.bold(selected_account), frappe.bold(expected_key_type)), + title=_("Invalid Account")) + @frappe.whitelist() def get_asset_category_account(fieldname, item=None, asset=None, account=None, asset_category = None, company = None): diff --git a/erpnext/assets/doctype/asset_maintenance/asset_maintenance.js b/erpnext/assets/doctype/asset_maintenance/asset_maintenance.js index 3c135d466c1..001fc26ffe7 100644 --- a/erpnext/assets/doctype/asset_maintenance/asset_maintenance.js +++ b/erpnext/assets/doctype/asset_maintenance/asset_maintenance.js @@ -24,26 +24,6 @@ frappe.ui.form.on('Asset Maintenance', { return indicator; } ); - - frm.set_query('select_serial_no', function(doc){ - return { - asset: frm.doc.asset_name - } - }) - }, - - select_serial_no: (frm) => { - let serial_nos = frm.doc.serial_no || frm.doc.select_serial_no; - if (serial_nos) { - serial_nos = serial_nos.split('\n'); - serial_nos.push(frm.doc.select_serial_no); - - const unique_sn = serial_nos.filter(function(elem, index, self) { - return index === self.indexOf(elem); - }); - - frm.set_value("serial_no", unique_sn.join('\n')); - } }, refresh: (frm) => { @@ -93,25 +73,6 @@ frappe.ui.form.on('Asset Maintenance Task', { }, end_date: (frm, cdt, cdn) => { get_next_due_date(frm, cdt, cdn); - }, - assign_to: (frm, cdt, cdn) => { - var d = locals[cdt][cdn]; - if (frm.doc.__islocal) { - frappe.model.set_value(cdt, cdn, "assign_to", ""); - frappe.model.set_value(cdt, cdn, "assign_to_name", ""); - frappe.throw(__("Please save before assigning task.")); - } - if (d.assign_to) { - return frappe.call({ - method: 'erpnext.assets.doctype.asset_maintenance.asset_maintenance.assign_tasks', - args: { - asset_maintenance_name: frm.doc.name, - assign_to_member: d.assign_to, - maintenance_task: d.maintenance_task, - next_due_date: d.next_due_date - } - }); - } } }); diff --git a/erpnext/assets/doctype/asset_maintenance/asset_maintenance.py b/erpnext/assets/doctype/asset_maintenance/asset_maintenance.py index ecb55dde9ae..3f046113a0f 100644 --- a/erpnext/assets/doctype/asset_maintenance/asset_maintenance.py +++ b/erpnext/assets/doctype/asset_maintenance/asset_maintenance.py @@ -16,12 +16,11 @@ class AssetMaintenance(Document): throw(_("Start date should be less than end date for task {0}").format(task.maintenance_task)) if getdate(task.next_due_date) < getdate(nowdate()): task.maintenance_status = "Overdue" + if not task.assign_to and self.docstatus == 0: + throw(_("Row #{}: Please asign task to a member.").format(task.idx)) def on_update(self): for task in self.get('asset_maintenance_tasks'): - if not task.assign_to: - task.db_set("assign_to", self.maintenance_manager) - task.db_set("assign_to_name", self.maintenance_manager_name) assign_tasks(self.name, task.assign_to, task.maintenance_task, task.next_due_date) self.sync_maintenance_tasks() @@ -108,7 +107,7 @@ def update_maintenance_log(asset_maintenance, item_code, item_name, task): @frappe.whitelist() def get_team_members(doctype, txt, searchfield, start, page_len, filters): - return frappe.db.get_values('Maintenance Team Member', {'parent':filters.get("maintenance_team")}) + return frappe.db.get_values('Maintenance Team Member', { 'parent': filters.get("maintenance_team") }) @frappe.whitelist() def get_maintenance_log(asset_name): diff --git a/erpnext/assets/doctype/asset_maintenance/test_asset_maintenance.py b/erpnext/assets/doctype/asset_maintenance/test_asset_maintenance.py index 6c2fd67a9af..392fbdd2af7 100644 --- a/erpnext/assets/doctype/asset_maintenance/test_asset_maintenance.py +++ b/erpnext/assets/doctype/asset_maintenance/test_asset_maintenance.py @@ -125,13 +125,15 @@ def get_maintenance_tasks(): "start_date": nowdate(), "periodicity": "Monthly", "maintenance_type": "Preventive Maintenance", - "maintenance_status": "Planned" + "maintenance_status": "Planned", + "assign_to": "marcus@abc.com" }, {"maintenance_task": "Check Gears", "start_date": nowdate(), "periodicity": "Yearly", "maintenance_type": "Calibration", - "maintenance_status": "Planned" + "maintenance_status": "Planned", + "assign_to": "thalia@abc.com" } ] diff --git a/erpnext/buying/desk_page/buying/buying.json b/erpnext/buying/desk_page/buying/buying.json index ae8a605b851..5e764cf8bbe 100644 --- a/erpnext/buying/desk_page/buying/buying.json +++ b/erpnext/buying/desk_page/buying/buying.json @@ -1,44 +1,46 @@ { "cards": [ { - "links": "[\n {\n \"description\": \"Supplier database.\",\n \"label\": \"Supplier\",\n \"name\": \"Supplier\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Supplier Group master.\",\n \"label\": \"Supplier Group\",\n \"name\": \"Supplier Group\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Contacts.\",\n \"label\": \"Contact\",\n \"name\": \"Contact\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Addresses.\",\n \"label\": \"Address\",\n \"name\": \"Address\",\n \"type\": \"doctype\"\n }\n]", - "title": "Supplier" + "hidden": 0, + "label": "Supplier", + "links": "[\n {\n \"description\": \"Supplier database.\",\n \"label\": \"Supplier\",\n \"name\": \"Supplier\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Supplier Group master.\",\n \"label\": \"Supplier Group\",\n \"name\": \"Supplier Group\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Contacts.\",\n \"label\": \"Contact\",\n \"name\": \"Contact\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Addresses.\",\n \"label\": \"Address\",\n \"name\": \"Address\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-star", - "links": "[\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"description\": \"Purchase Orders given to Suppliers.\",\n \"label\": \"Purchase Order\",\n \"name\": \"Purchase Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"label\": \"Purchase Invoice\",\n \"name\": \"Purchase Invoice\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Request for purchase.\",\n \"label\": \"Material Request\",\n \"name\": \"Material Request\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"description\": \"Request for quotation.\",\n \"label\": \"Request for Quotation\",\n \"name\": \"Request for Quotation\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"description\": \"Quotations received from Suppliers.\",\n \"label\": \"Supplier Quotation\",\n \"name\": \"Supplier Quotation\",\n \"type\": \"doctype\"\n }\n]", - "title": "Purchasing" + "hidden": 0, + "label": "Purchasing", + "links": "[\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"description\": \"Purchase Orders given to Suppliers.\",\n \"label\": \"Purchase Order\",\n \"name\": \"Purchase Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"label\": \"Purchase Invoice\",\n \"name\": \"Purchase Invoice\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Request for purchase.\",\n \"label\": \"Material Request\",\n \"name\": \"Material Request\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"description\": \"Request for quotation.\",\n \"label\": \"Request for Quotation\",\n \"name\": \"Request for Quotation\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"description\": \"Quotations received from Suppliers.\",\n \"label\": \"Supplier Quotation\",\n \"name\": \"Supplier Quotation\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"All Products or Services.\",\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Multiple Item prices.\",\n \"label\": \"Item Price\",\n \"name\": \"Item Price\",\n \"onboard\": 1,\n \"route\": \"#Report/Item Price\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Price List master.\",\n \"label\": \"Price List\",\n \"name\": \"Price List\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Bundle items at time of sale.\",\n \"label\": \"Product Bundle\",\n \"name\": \"Product Bundle\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of Item Groups.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Item Group\",\n \"link\": \"Tree/Item Group\",\n \"name\": \"Item Group\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for applying different promotional schemes.\",\n \"label\": \"Promotional Scheme\",\n \"name\": \"Promotional Scheme\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for applying pricing and discount.\",\n \"label\": \"Pricing Rule\",\n \"name\": \"Pricing Rule\",\n \"type\": \"doctype\"\n }\n]", - "title": "Items and Pricing" + "hidden": 0, + "label": "Items and Pricing", + "links": "[\n {\n \"description\": \"All Products or Services.\",\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Multiple Item prices.\",\n \"label\": \"Item Price\",\n \"name\": \"Item Price\",\n \"onboard\": 1,\n \"route\": \"#Report/Item Price\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Price List master.\",\n \"label\": \"Price List\",\n \"name\": \"Price List\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Bundle items at time of sale.\",\n \"label\": \"Product Bundle\",\n \"name\": \"Product Bundle\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of Item Groups.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Item Group\",\n \"link\": \"Tree/Item Group\",\n \"name\": \"Item Group\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for applying different promotional schemes.\",\n \"label\": \"Promotional Scheme\",\n \"name\": \"Promotional Scheme\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for applying pricing and discount.\",\n \"label\": \"Pricing Rule\",\n \"name\": \"Pricing Rule\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-cog", - "links": "[\n {\n \"description\": \"Default settings for buying transactions.\",\n \"label\": \"Buying Settings\",\n \"name\": \"Buying Settings\",\n \"settings\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for buying transactions.\",\n \"label\": \"Purchase Taxes and Charges Template\",\n \"name\": \"Purchase Taxes and Charges Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Template of terms or contract.\",\n \"label\": \"Terms and Conditions Template\",\n \"name\": \"Terms and Conditions\",\n \"type\": \"doctype\"\n }\n]", - "title": "Settings" + "hidden": 0, + "label": "Settings", + "links": "[\n {\n \"description\": \"Default settings for buying transactions.\",\n \"label\": \"Buying Settings\",\n \"name\": \"Buying Settings\",\n \"settings\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for buying transactions.\",\n \"label\": \"Purchase Taxes and Charges Template\",\n \"name\": \"Purchase Taxes and Charges Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Template of terms or contract.\",\n \"label\": \"Terms and Conditions Template\",\n \"name\": \"Terms and Conditions\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"All Supplier scorecards.\",\n \"label\": \"Supplier Scorecard\",\n \"name\": \"Supplier Scorecard\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Templates of supplier scorecard variables.\",\n \"label\": \"Supplier Scorecard Variable\",\n \"name\": \"Supplier Scorecard Variable\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Templates of supplier scorecard criteria.\",\n \"label\": \"Supplier Scorecard Criteria\",\n \"name\": \"Supplier Scorecard Criteria\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Templates of supplier standings.\",\n \"label\": \"Supplier Scorecard Standing\",\n \"name\": \"Supplier Scorecard Standing\",\n \"type\": \"doctype\"\n }\n]", - "title": "Supplier Scorecard" + "hidden": 0, + "label": "Supplier Scorecard", + "links": "[\n {\n \"description\": \"All Supplier scorecards.\",\n \"label\": \"Supplier Scorecard\",\n \"name\": \"Supplier Scorecard\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Templates of supplier scorecard variables.\",\n \"label\": \"Supplier Scorecard Variable\",\n \"name\": \"Supplier Scorecard Variable\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Templates of supplier scorecard criteria.\",\n \"label\": \"Supplier Scorecard Criteria\",\n \"name\": \"Supplier Scorecard Criteria\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Templates of supplier standings.\",\n \"label\": \"Supplier Scorecard Standing\",\n \"name\": \"Supplier Scorecard Standing\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-table", - "links": "[\n {\n \"is_query_report\": true,\n \"label\": \"Purchase Analytics\",\n \"name\": \"Purchase Analytics\",\n \"onboard\": 1,\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Supplier-Wise Sales Analytics\",\n \"name\": \"Supplier-Wise Sales Analytics\",\n \"onboard\": 1,\n \"reference_doctype\": \"Stock Ledger Entry\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Purchase Order Trends\",\n \"name\": \"Purchase Order Trends\",\n \"onboard\": 1,\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Procurement Tracker\",\n \"name\": \"Procurement Tracker\",\n \"onboard\": 1,\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Requested Items To Be Ordered\",\n \"name\": \"Requested Items To Be Ordered\",\n \"onboard\": 1,\n \"reference_doctype\": \"Material Request\",\n \"type\": \"report\"\n }\n]", - "title": "Key Reports" + "hidden": 0, + "label": "Key Reports", + "links": "[\n {\n \"is_query_report\": true,\n \"label\": \"Purchase Analytics\",\n \"name\": \"Purchase Analytics\",\n \"onboard\": 1,\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Supplier-Wise Sales Analytics\",\n \"name\": \"Supplier-Wise Sales Analytics\",\n \"onboard\": 1,\n \"reference_doctype\": \"Stock Ledger Entry\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Purchase Order Trends\",\n \"name\": \"Purchase Order Trends\",\n \"onboard\": 1,\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Procurement Tracker\",\n \"name\": \"Procurement Tracker\",\n \"onboard\": 1,\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Requested Items To Be Ordered\",\n \"name\": \"Requested Items To Be Ordered\",\n \"onboard\": 1,\n \"reference_doctype\": \"Material Request\",\n \"type\": \"report\"\n }\n]" }, { - "icon": "fa fa-list", - "links": "[\n {\n \"is_query_report\": true,\n \"label\": \"Items To Be Requested\",\n \"name\": \"Items To Be Requested\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Item-wise Purchase History\",\n \"name\": \"Item-wise Purchase History\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Material Requests for which Supplier Quotations are not created\",\n \"name\": \"Material Requests for which Supplier Quotations are not created\",\n \"reference_doctype\": \"Material Request\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Supplier Addresses And Contacts\",\n \"name\": \"Address And Contacts\",\n \"reference_doctype\": \"Address\",\n \"route_options\": {\n \"party_type\": \"Supplier\"\n },\n \"type\": \"report\"\n }\n]", - "title": "Other Reports" + "hidden": 0, + "label": "Other Reports", + "links": "[\n {\n \"is_query_report\": true,\n \"label\": \"Items To Be Requested\",\n \"name\": \"Items To Be Requested\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Item-wise Purchase History\",\n \"name\": \"Item-wise Purchase History\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Material Requests for which Supplier Quotations are not created\",\n \"name\": \"Material Requests for which Supplier Quotations are not created\",\n \"reference_doctype\": \"Material Request\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Supplier Addresses And Contacts\",\n \"name\": \"Address And Contacts\",\n \"reference_doctype\": \"Address\",\n \"route_options\": {\n \"party_type\": \"Supplier\"\n },\n \"type\": \"report\"\n }\n]" } ], "category": "Modules", "charts": [ { "chart_name": "Expenses", - "label": "Expenses", - "size": "Full" + "label": "Expenses" } ], "creation": "2020-01-28 11:50:26.195467", @@ -51,7 +53,7 @@ "idx": 0, "is_standard": 1, "label": "Buying", - "modified": "2020-03-12 16:30:40.779078", + "modified": "2020-04-01 11:28:51.192097", "modified_by": "Administrator", "module": "Buying", "name": "Buying", @@ -61,30 +63,30 @@ "shortcuts": [ { "format": "{} Unpaid", - "is_query_report": 0, + "label": "Purchase Invoice", "link_to": "Purchase Invoice", "stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\": \"Unpaid\"\n}", "type": "DocType" }, { "format": "{} to receive", - "is_query_report": 0, + "label": "Purchase Order", "link_to": "Purchase Order", "stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\": \"To Receive\"\n}", "type": "DocType" }, { - "is_query_report": 0, + "label": "Supplier Quotation", "link_to": "Supplier Quotation", "type": "DocType" }, { - "is_query_report": 0, + "label": "Accounts Payable", "link_to": "Accounts Payable", "type": "Report" }, { - "is_query_report": 0, + "label": "Purchase Register", "link_to": "Purchase Register", "type": "Report" } diff --git a/erpnext/buying/doctype/purchase_order/purchase_order.js b/erpnext/buying/doctype/purchase_order/purchase_order.js index 3111a3a7d53..4a8146a797a 100644 --- a/erpnext/buying/doctype/purchase_order/purchase_order.js +++ b/erpnext/buying/doctype/purchase_order/purchase_order.js @@ -27,15 +27,6 @@ frappe.ui.form.on("Purchase Order", { frm.set_indicator_formatter('item_code', function(doc) { return (doc.qty<=doc.received_qty) ? "green" : "orange" }) - frm.set_query("blanket_order", "items", function() { - return { - filters: { - "company": frm.doc.company, - "docstatus": 1 - } - } - }); - frm.set_query("expense_account", "items", function() { return { query: "erpnext.controllers.queries.get_expense_account", @@ -365,9 +356,7 @@ erpnext.buying.PurchaseOrderController = erpnext.buying.BuyingController.extend( method: "erpnext.stock.doctype.material_request.material_request.make_purchase_order", source_doctype: "Material Request", target: me.frm, - setters: { - company: me.frm.doc.company - }, + setters: {}, get_query_filters: { material_request_type: "Purchase", docstatus: 1, @@ -384,7 +373,7 @@ erpnext.buying.PurchaseOrderController = erpnext.buying.BuyingController.extend( source_doctype: "Supplier Quotation", target: me.frm, setters: { - company: me.frm.doc.company + supplier: me.frm.doc.supplier }, get_query_filters: { docstatus: 1, diff --git a/erpnext/buying/doctype/purchase_order/purchase_order.json b/erpnext/buying/doctype/purchase_order/purchase_order.json index 4d836903911..a4f60fbba5c 100644 --- a/erpnext/buying/doctype/purchase_order/purchase_order.json +++ b/erpnext/buying/doctype/purchase_order/purchase_order.json @@ -1,4 +1,5 @@ { + "actions": [], "allow_import": 1, "autoname": "naming_series:", "creation": "2013-05-21 16:16:39", @@ -53,19 +54,19 @@ "items_section", "scan_barcode", "items", - "section_break_48", - "pricing_rules", - "raw_material_details", - "set_reserve_warehouse", - "supplied_items", "sb_last_purchase", "total_qty", "base_total", "base_net_total", "column_break_26", + "total_net_weight", "total", "net_total", - "total_net_weight", + "section_break_48", + "pricing_rules", + "raw_material_details", + "set_reserve_warehouse", + "supplied_items", "taxes_section", "tax_category", "column_break_50", @@ -104,23 +105,25 @@ "payment_schedule_section", "payment_terms_template", "payment_schedule", + "tracking_section", + "per_billed", + "column_break_75", + "per_received", "terms_section_break", "tc_name", "terms", "more_info", "status", "ref_sq", + "column_break_74", "party_account_currency", "inter_company_order_reference", - "column_break_74", - "per_received", - "per_billed", "column_break5", "letter_head", "select_print_heading", "column_break_86", - "group_same_items", "language", + "group_same_items", "subscription_section", "from_date", "to_date", @@ -170,8 +173,8 @@ "search_index": 1 }, { - "description": "Fetch items based on Default Supplier.", "depends_on": "eval:doc.supplier && doc.docstatus===0 && (!(doc.items && doc.items.length) || (doc.items.length==1 && !doc.items[0].item_code))", + "description": "Fetch items based on Default Supplier.", "fieldname": "get_items_from_open_material_requests", "fieldtype": "Button", "label": "Get Items from Open Material Requests" @@ -219,7 +222,7 @@ "allow_on_submit": 1, "fieldname": "schedule_date", "fieldtype": "Date", - "label": "Reqd By Date" + "label": "Required By" }, { "allow_on_submit": 1, @@ -431,6 +434,7 @@ "fieldtype": "Section Break" }, { + "description": "Sets 'Warehouse' in each row of the Items table.", "fieldname": "set_warehouse", "fieldtype": "Link", "label": "Set Target Warehouse", @@ -826,6 +830,7 @@ "read_only": 1 }, { + "collapsible": 1, "fieldname": "payment_schedule_section", "fieldtype": "Section Break", "label": "Payment Terms" @@ -916,7 +921,8 @@ "fieldname": "inter_company_order_reference", "fieldtype": "Link", "label": "Inter Company Order Reference", - "options": "Sales Order" + "options": "Sales Order", + "read_only": 1 }, { "fieldname": "column_break_74", @@ -929,8 +935,6 @@ "in_list_view": 1, "label": "% Received", "no_copy": 1, - "oldfieldname": "per_received", - "oldfieldtype": "Currency", "print_hide": 1, "read_only": 1 }, @@ -941,8 +945,6 @@ "in_list_view": 1, "label": "% Billed", "no_copy": 1, - "oldfieldname": "per_billed", - "oldfieldtype": "Currency", "print_hide": 1, "read_only": 1 }, @@ -997,6 +999,7 @@ "print_hide": 1 }, { + "collapsible": 1, "fieldname": "subscription_section", "fieldtype": "Section Break", "label": "Subscription Section" @@ -1049,12 +1052,23 @@ "fieldtype": "Link", "label": "Set Reserve Warehouse", "options": "Warehouse" + }, + { + "collapsible": 1, + "fieldname": "tracking_section", + "fieldtype": "Section Break", + "label": "Tracking" + }, + { + "fieldname": "column_break_75", + "fieldtype": "Column Break" } ], "icon": "fa fa-file-text", "idx": 105, "is_submittable": 1, - "modified": "2020-01-14 18:54:39.694448", + "links": [], + "modified": "2020-04-24 12:13:14.186280", "modified_by": "Administrator", "module": "Buying", "name": "Purchase Order", diff --git a/erpnext/buying/doctype/purchase_order_item/purchase_order_item.json b/erpnext/buying/doctype/purchase_order_item/purchase_order_item.json index 6768dfabfea..7a52c28a0ee 100644 --- a/erpnext/buying/doctype/purchase_order_item/purchase_order_item.json +++ b/erpnext/buying/doctype/purchase_order_item/purchase_order_item.json @@ -18,10 +18,6 @@ "col_break1", "image", "image_view", - "manufacture_details", - "manufacturer", - "column_break_14", - "manufacturer_part_no", "quantity_and_rate", "qty", "stock_uom", @@ -44,7 +40,6 @@ "base_amount", "pricing_rules", "is_free_item", - "is_fixed_asset", "section_break_29", "net_rate", "net_amount", @@ -52,11 +47,6 @@ "base_net_rate", "base_net_amount", "billed_amt", - "item_weight_details", - "weight_per_unit", - "total_weight", - "column_break_40", - "weight_uom", "warehouse_and_reference", "warehouse", "delivered_by_supplier", @@ -80,20 +70,31 @@ "column_break_60", "received_qty", "returned_qty", + "manufacture_details", + "manufacturer", + "column_break_14", + "manufacturer_part_no", + "more_info_section_break", + "is_fixed_asset", + "item_tax_rate", "accounting_details", "expense_account", "column_break_68", + "item_weight_details", + "weight_per_unit", + "total_weight", + "column_break_40", + "weight_uom", "accounting_dimensions_section", "cost_center", "dimension_col_break", "section_break_72", - "page_break", - "item_tax_rate" + "page_break" ], "fields": [ { "bold": 1, - "columns": 3, + "columns": 2, "fieldname": "item_code", "fieldtype": "Link", "in_list_view": 1, @@ -133,7 +134,7 @@ "fieldname": "schedule_date", "fieldtype": "Date", "in_list_view": 1, - "label": "Reqd By Date", + "label": "Required By", "oldfieldname": "schedule_date", "oldfieldtype": "Date", "print_hide": 1, @@ -216,15 +217,16 @@ "print_hide": 1 }, { + "columns": 1, "fieldname": "uom", "fieldtype": "Link", + "in_list_view": 1, "label": "UOM", "oldfieldname": "uom", "oldfieldtype": "Link", "options": "UOM", "print_width": "100px", - "reqd": 1, - "width": "100px" + "reqd": 1 }, { "fieldname": "conversion_factor", @@ -685,6 +687,7 @@ "fieldtype": "Column Break" }, { + "collapsible": 1, "fieldname": "manufacture_details", "fieldtype": "Section Break", "label": "Manufacture" @@ -702,8 +705,7 @@ { "fieldname": "manufacturer_part_no", "fieldtype": "Data", - "label": "Manufacturer Part Number", - "read_only": 1 + "label": "Manufacturer Part Number" }, { "default": "0", @@ -718,12 +720,17 @@ "fieldtype": "Check", "label": "Is Fixed Asset", "read_only": 1 + }, + { + "fieldname": "more_info_section_break", + "fieldtype": "Section Break", + "label": "More Information" } ], "idx": 1, "istable": 1, "links": [], - "modified": "2019-12-06 13:17:12.142799", + "modified": "2020-04-21 11:55:58.643393", "modified_by": "Administrator", "module": "Buying", "name": "Purchase Order Item", diff --git a/erpnext/buying/doctype/purchase_order_item_supplied/purchase_order_item_supplied.json b/erpnext/buying/doctype/purchase_order_item_supplied/purchase_order_item_supplied.json index 8435bbb06e8..c3e1bf53030 100644 --- a/erpnext/buying/doctype/purchase_order_item_supplied/purchase_order_item_supplied.json +++ b/erpnext/buying/doctype/purchase_order_item_supplied/purchase_order_item_supplied.json @@ -1,20 +1,26 @@ { + "actions": [], "creation": "2013-02-22 01:27:42", "doctype": "DocType", "editable_grid": 1, + "engine": "InnoDB", "field_order": [ "main_item_code", - "rm_item_code", - "required_qty", - "supplied_qty", - "rate", - "amount", - "column_break_6", "bom_detail_no", - "reference_name", - "conversion_factor", "stock_uom", - "reserve_warehouse" + "conversion_factor", + "column_break_6", + "rm_item_code", + "reference_name", + "reserve_warehouse", + "section_break2", + "rate", + "col_break2", + "amount", + "section_break1", + "required_qty", + "col_break1", + "supplied_qty" ], "fields": [ { @@ -120,15 +126,34 @@ "in_list_view": 1, "label": "Supplied Qty", "read_only": 1 + }, + { + "fieldname": "section_break1", + "fieldtype": "Section Break" + }, + { + "fieldname": "col_break1", + "fieldtype": "Column Break" + }, + { + "fieldname": "section_break2", + "fieldtype": "Section Break" + }, + { + "fieldname": "col_break2", + "fieldtype": "Column Break" } ], "hide_toolbar": 1, "idx": 1, "istable": 1, - "modified": "2019-08-20 13:37:32.702068", + "links": [], + "modified": "2020-03-12 15:43:53.862897", "modified_by": "Administrator", "module": "Buying", "name": "Purchase Order Item Supplied", "owner": "dhanalekshmi@webnotestech.com", - "permissions": [] + "permissions": [], + "sort_field": "modified", + "sort_order": "DESC" } \ No newline at end of file diff --git a/erpnext/buying/doctype/purchase_receipt_item_supplied/purchase_receipt_item_supplied.json b/erpnext/buying/doctype/purchase_receipt_item_supplied/purchase_receipt_item_supplied.json index 6f2fbe5c370..ea5863020a6 100644 --- a/erpnext/buying/doctype/purchase_receipt_item_supplied/purchase_receipt_item_supplied.json +++ b/erpnext/buying/doctype/purchase_receipt_item_supplied/purchase_receipt_item_supplied.json @@ -1,24 +1,31 @@ { + "actions": [], "creation": "2013-02-22 01:27:42", "doctype": "DocType", "editable_grid": 1, "engine": "InnoDB", "field_order": [ "main_item_code", - "rm_item_code", "description", - "batch_no", - "serial_no", + "bom_detail_no", "col_break1", - "required_qty", - "consumed_qty", + "rm_item_code", "stock_uom", - "rate", - "amount", "conversion_factor", - "current_stock", "reference_name", - "bom_detail_no" + "secbreak_1", + "rate", + "col_break2", + "amount", + "secbreak_2", + "required_qty", + "col_break3", + "consumed_qty", + "current_stock", + "secbreak_3", + "batch_no", + "col_break4", + "serial_no" ], "fields": [ { @@ -152,11 +159,36 @@ "oldfieldname": "bom_detail_no", "oldfieldtype": "Data", "read_only": 1 + }, + { + "fieldname": "secbreak_1", + "fieldtype": "Section Break" + }, + { + "fieldname": "col_break2", + "fieldtype": "Column Break" + }, + { + "fieldname": "secbreak_2", + "fieldtype": "Section Break" + }, + { + "fieldname": "col_break3", + "fieldtype": "Column Break" + }, + { + "fieldname": "secbreak_3", + "fieldtype": "Section Break" + }, + { + "fieldname": "col_break4", + "fieldtype": "Column Break" } ], "idx": 1, "istable": 1, - "modified": "2019-11-21 16:25:29.909112", + "links": [], + "modified": "2020-04-10 18:09:33.997618", "modified_by": "Administrator", "module": "Buying", "name": "Purchase Receipt Item Supplied", diff --git a/erpnext/buying/doctype/supplier/supplier.json b/erpnext/buying/doctype/supplier/supplier.json index 1ab171ae37d..4606395ebe5 100644 --- a/erpnext/buying/doctype/supplier/supplier.json +++ b/erpnext/buying/doctype/supplier/supplier.json @@ -27,6 +27,8 @@ "supplier_type", "pan", "language", + "allow_purchase_invoice_creation_without_purchase_order", + "allow_purchase_invoice_creation_without_purchase_receipt", "disabled", "warn_rfqs", "warn_pos", @@ -364,13 +366,25 @@ "fieldname": "is_frozen", "fieldtype": "Check", "label": "Is Frozen" + }, + { + "default": "0", + "fieldname": "allow_purchase_invoice_creation_without_purchase_order", + "fieldtype": "Check", + "label": "Allow Purchase Invoice Creation Without Purchase Order" + }, + { + "default": "0", + "fieldname": "allow_purchase_invoice_creation_without_purchase_receipt", + "fieldtype": "Check", + "label": "Allow Purchase Invoice Creation Without Purchase Receipt" } ], "icon": "fa fa-user", "idx": 370, "image_field": "image", "links": [], - "modified": "2019-12-19 18:17:16.614567", + "modified": "2020-03-17 09:48:30.578242", "modified_by": "Administrator", "module": "Buying", "name": "Supplier", diff --git a/erpnext/buying/doctype/supplier_quotation_item/supplier_quotation_item.json b/erpnext/buying/doctype/supplier_quotation_item/supplier_quotation_item.json index 7d7d6f4d3db..b50e834ec73 100644 --- a/erpnext/buying/doctype/supplier_quotation_item/supplier_quotation_item.json +++ b/erpnext/buying/doctype/supplier_quotation_item/supplier_quotation_item.json @@ -1,4 +1,5 @@ { + "actions": [], "autoname": "hash", "creation": "2013-05-22 12:43:10", "doctype": "DocType", @@ -522,8 +523,7 @@ { "fieldname": "manufacturer_part_no", "fieldtype": "Data", - "label": "Manufacturer Part Number", - "read_only": 1 + "label": "Manufacturer Part Number" }, { "fieldname": "column_break_15", @@ -532,7 +532,8 @@ ], "idx": 1, "istable": 1, - "modified": "2019-06-02 05:32:46.019237", + "links": [], + "modified": "2020-04-07 18:35:51.175947", "modified_by": "Administrator", "module": "Buying", "name": "Supplier Quotation Item", diff --git a/erpnext/buying/report/procurement_tracker/procurement_tracker.py b/erpnext/buying/report/procurement_tracker/procurement_tracker.py index 866bf0c7332..39668795cba 100644 --- a/erpnext/buying/report/procurement_tracker/procurement_tracker.py +++ b/erpnext/buying/report/procurement_tracker/procurement_tracker.py @@ -141,19 +141,18 @@ def get_conditions(filters): conditions = "" if filters.get("company"): - conditions += " AND company=%s"% frappe.db.escape(filters.get('company')) + conditions += " AND par.company=%s" % frappe.db.escape(filters.get('company')) if filters.get("cost_center") or filters.get("project"): conditions += """ - AND (cost_center=%s - OR project=%s) - """% (frappe.db.escape(filters.get('cost_center')), frappe.db.escape(filters.get('project'))) + AND (child.`cost_center`=%s OR child.`project`=%s) + """ % (frappe.db.escape(filters.get('cost_center')), frappe.db.escape(filters.get('project'))) if filters.get("from_date"): - conditions += " AND transaction_date>=%s"% filters.get('from_date') + conditions += " AND par.transaction_date>='%s'" % filters.get('from_date') if filters.get("to_date"): - conditions += " AND transaction_date<=%s"% filters.get('to_date') + conditions += " AND par.transaction_date<='%s'" % filters.get('to_date') return conditions def get_data(filters): @@ -162,7 +161,6 @@ def get_data(filters): mr_records, procurement_record_against_mr = get_mapped_mr_details(conditions) pr_records = get_mapped_pr_records() pi_records = get_mapped_pi_records() - print(pi_records) procurement_record=[] if procurement_record_against_mr: @@ -198,16 +196,16 @@ def get_mapped_mr_details(conditions): mr_records = {} mr_details = frappe.db.sql(""" SELECT - mr.transaction_date, - mr.per_ordered, - mr_item.name, - mr_item.parent, - mr_item.amount - FROM `tabMaterial Request` mr, `tabMaterial Request Item` mr_item + par.transaction_date, + par.per_ordered, + child.name, + child.parent, + child.amount + FROM `tabMaterial Request` par, `tabMaterial Request Item` child WHERE - mr.per_ordered>=0 - AND mr.name=mr_item.parent - AND mr.docstatus=1 + par.per_ordered>=0 + AND par.name=child.parent + AND par.docstatus=1 {conditions} """.format(conditions=conditions), as_dict=1) #nosec @@ -254,29 +252,29 @@ def get_mapped_pr_records(): def get_po_entries(conditions): return frappe.db.sql(""" SELECT - po_item.name, - po_item.parent, - po_item.cost_center, - po_item.project, - po_item.warehouse, - po_item.material_request, - po_item.material_request_item, - po_item.description, - po_item.stock_uom, - po_item.qty, - po_item.amount, - po_item.base_amount, - po_item.schedule_date, - po.transaction_date, - po.supplier, - po.status, - po.owner - FROM `tabPurchase Order` po, `tabPurchase Order Item` po_item + child.name, + child.parent, + child.cost_center, + child.project, + child.warehouse, + child.material_request, + child.material_request_item, + child.description, + child.stock_uom, + child.qty, + child.amount, + child.base_amount, + child.schedule_date, + par.transaction_date, + par.supplier, + par.status, + par.owner + FROM `tabPurchase Order` par, `tabPurchase Order Item` child WHERE - po.docstatus = 1 - AND po.name = po_item.parent - AND po.status not in ("Closed","Completed","Cancelled") + par.docstatus = 1 + AND par.name = child.parent + AND par.status not in ("Closed","Completed","Cancelled") {conditions} GROUP BY - po.name,po_item.item_code + par.name, child.item_code """.format(conditions=conditions), as_dict=1) #nosec \ No newline at end of file diff --git a/erpnext/config/healthcare.py b/erpnext/config/healthcare.py index 756d22e416b..da24d11538d 100644 --- a/erpnext/config/healthcare.py +++ b/erpnext/config/healthcare.py @@ -2,131 +2,68 @@ from __future__ import unicode_literals from frappe import _ def get_data(): - return [ - { - "label": _("Consultation"), - "icon": "icon-star", - "items": [ - { - "type": "doctype", - "name": "Patient Appointment", - "label": _("Patient Appointment"), - }, - { - "type": "doctype", - "name": "Patient Encounter", - "label": _("Patient Encounter"), - }, - { - "type": "doctype", - "name": "Vital Signs", - "label": _("Vital Signs"), - "description": _("Record Patient Vitals"), - }, - { - "type": "page", - "name": "patient_history", - "label": _("Patient History"), - }, - { - "type": "page", - "name": "appointment-analytic", - "label": _("Appointment Analytics"), - }, - { - "type": "doctype", - "name": "Clinical Procedure", - "label": _("Clinical Procedure"), - }, - { - "type": "doctype", - "name": "Inpatient Record", - "label": _("Inpatient Record"), - } - ] - }, - { - "label": _("Laboratory"), - "icon": "icon-list", - "items": [ - { - "type": "doctype", - "name": "Lab Test", - "label": _("Lab Test"), - }, - { - "type": "doctype", - "name": "Sample Collection", - "label": _("Sample Collection"), - }, - { - "type": "report", - "name": "Lab Test Report", - "is_query_report": True, - "label": _("Lab Test Report"), - } - ] - }, { "label": _("Masters"), - "icon": "icon-list", "items": [ { "type": "doctype", "name": "Patient", "label": _("Patient"), - "onboard": 1, + "onboard": 1 }, { "type": "doctype", "name": "Healthcare Practitioner", "label": _("Healthcare Practitioner"), - "onboard": 1, + "onboard": 1 }, { "type": "doctype", "name": "Practitioner Schedule", "label": _("Practitioner Schedule"), - }, - { - "type": "doctype", - "name": "Medical Code Standard", - "label": _("Medical Code Standard"), - }, - { - "type": "doctype", - "name": "Medical Code", - "label": _("Medical Code"), - "onboard": 1, - }, - { - "type": "doctype", - "name": "Healthcare Service Unit", - "label": _("Healthcare Service Unit") - } - ] - }, - { - "label": _("Settings"), - "icon": "icon-cog", - "items": [ - { - "type": "doctype", - "name": "Healthcare Settings", - "label": _("Healthcare Settings"), - "onboard": 1, + "onboard": 1 }, { "type": "doctype", "name": "Medical Department", "label": _("Medical Department"), }, + { + "type": "doctype", + "name": "Healthcare Service Unit Type", + "label": _("Healthcare Service Unit Type") + }, + { + "type": "doctype", + "name": "Healthcare Service Unit", + "label": _("Healthcare Service Unit") + }, + { + "type": "doctype", + "name": "Medical Code Standard", + "label": _("Medical Code Standard") + }, + { + "type": "doctype", + "name": "Medical Code", + "label": _("Medical Code") + } + ] + }, + { + "label": _("Consultation Setup"), + "items": [ { "type": "doctype", "name": "Appointment Type", "label": _("Appointment Type"), }, + { + "type": "doctype", + "name": "Clinical Procedure Template", + "label": _("Clinical Procedure Template") + }, { "type": "doctype", "name": "Prescription Dosage", @@ -137,6 +74,36 @@ def get_data(): "name": "Prescription Duration", "label": _("Prescription Duration") }, + { + "type": "doctype", + "name": "Antibiotic", + "label": _("Antibiotic") + } + ] + }, + { + "label": _("Consultation"), + "items": [ + { + "type": "doctype", + "name": "Patient Appointment", + "label": _("Patient Appointment") + }, + { + "type": "doctype", + "name": "Clinical Procedure", + "label": _("Clinical Procedure") + }, + { + "type": "doctype", + "name": "Patient Encounter", + "label": _("Patient Encounter") + }, + { + "type": "doctype", + "name": "Vital Signs", + "label": _("Vital Signs") + }, { "type": "doctype", "name": "Complaint", @@ -147,40 +114,140 @@ def get_data(): "name": "Diagnosis", "label": _("Diagnosis") }, + { + "type": "doctype", + "name": "Fee Validity", + "label": _("Fee Validity") + } + ] + }, + { + "label": _("Settings"), + "items": [ + { + "type": "doctype", + "name": "Healthcare Settings", + "label": _("Healthcare Settings"), + "onboard": 1 + } + ] + }, + { + "label": _("Laboratory Setup"), + "items": [ + { + "type": "doctype", + "name": "Lab Test Template", + "label": _("Lab Test Template") + }, { "type": "doctype", "name": "Lab Test Sample", - "label": _("Lab Test Sample"), + "label": _("Lab Test Sample") }, { "type": "doctype", "name": "Lab Test UOM", "label": _("Lab Test UOM") }, - { - "type": "doctype", - "name": "Antibiotic", - "label": _("Antibiotic") - }, { "type": "doctype", "name": "Sensitivity", "label": _("Sensitivity") + } + ] + }, + { + "label": _("Laboratory"), + "items": [ + { + "type": "doctype", + "name": "Lab Test", + "label": _("Lab Test") }, { "type": "doctype", - "name": "Lab Test Template", - "label": _("Lab Test Template") + "name": "Sample Collection", + "label": _("Sample Collection") }, { "type": "doctype", - "name": "Clinical Procedure Template", - "label": _("Clinical Procedure Template"), + "name": "Dosage Form", + "label": _("Dosage Form") + } + ] + }, + { + "label": _("Records and History"), + "items": [ + { + "type": "page", + "name": "patient_history", + "label": _("Patient History"), }, { "type": "doctype", - "name": "Healthcare Service Unit Type", - "label": _("Healthcare Service Unit Type") + "name": "Patient Medical Record", + "label": _("Patient Medical Record") + }, + { + "type": "doctype", + "name": "Inpatient Record", + "label": _("Inpatient Record") + } + ] + }, + { + "label": _("Reports"), + "items": [ + { + "type": "report", + "is_query_report": True, + "name": "Patient Appointment Analytics", + "doctype": "Patient Appointment" + }, + { + "type": "report", + "is_query_report": True, + "name": "Lab Test Report", + "doctype": "Lab Test", + "label": _("Lab Test Report") + } + ] + }, + { + "label": _("Rehabilitation"), + "icon": "icon-cog", + "items": [ + { + "type": "doctype", + "name": "Exercise Type", + "label": _("Exercise Type") + }, + { + "type": "doctype", + "name": "Exercise Difficulty Level", + "label": _("Exercise Difficulty Level") + }, + { + "type": "doctype", + "name": "Therapy Type", + "label": _("Therapy Type") + }, + { + "type": "doctype", + "name": "Therapy Plan", + "label": _("Therapy Plan") + }, + { + "type": "doctype", + "name": "Therapy Session", + "label": _("Therapy Session") + }, + { + "type": "doctype", + "name": "Motor Assessment Scale", + "label": _("Motor Assessment Scale") } ] } diff --git a/erpnext/controllers/accounts_controller.py b/erpnext/controllers/accounts_controller.py index d661bcbf347..3e97f76f7b9 100644 --- a/erpnext/controllers/accounts_controller.py +++ b/erpnext/controllers/accounts_controller.py @@ -19,6 +19,7 @@ from erpnext.accounts.doctype.pricing_rule.utils import (apply_pricing_rule_on_t from erpnext.exceptions import InvalidCurrency from six import text_type from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions +from erpnext.stock.get_item_details import get_item_warehouse force_item_fields = ("item_group", "brand", "stock_uom", "is_fixed_asset", "item_tax_rate", "pricing_rules") @@ -438,7 +439,7 @@ class AccountsController(TransactionBase): if account_currency not in valid_currency: frappe.throw(_("Account {0} is invalid. Account Currency must be {1}") - .format(account, _(" or ").join(valid_currency))) + .format(account, (' ' + _("or") + ' ').join(valid_currency))) def clear_unallocated_advances(self, childtype, parentfield): self.set(parentfield, self.get(parentfield, {"allocated_amount": ["not in", [0, None, ""]]})) @@ -818,7 +819,7 @@ class AccountsController(TransactionBase): else: for d in self.get("payment_schedule"): if d.invoice_portion: - d.payment_amount = grand_total * flt(d.invoice_portion) / 100 + d.payment_amount = flt(grand_total * flt(d.invoice_portion) / 100, d.precision('payment_amount')) def set_due_date(self): due_dates = [d.due_date for d in self.get("payment_schedule") if d.due_date] @@ -833,7 +834,7 @@ class AccountsController(TransactionBase): for d in self.get("payment_schedule"): if self.doctype == "Sales Order" and getdate(d.due_date) < getdate(self.transaction_date): - frappe.throw(_("Row {0}: Due Date cannot be before posting date").format(d.idx)) + frappe.throw(_("Row {0}: Due Date in the Payment Terms table cannot be before Posting Date").format(d.idx)) elif d.due_date in dates: li.append(_("{0} in row {1}").format(d.due_date, d.idx)) dates.append(d.due_date) @@ -1122,36 +1123,39 @@ def get_supplier_block_status(party_name): } return info -def set_sales_order_defaults(parent_doctype, parent_doctype_name, child_docname, item_code): +def set_sales_order_defaults(parent_doctype, parent_doctype_name, child_docname, trans_item): """ Returns a Sales Order Item child item containing the default values """ - p_doctype = frappe.get_doc(parent_doctype, parent_doctype_name) - child_item = frappe.new_doc('Sales Order Item', p_doctype, child_docname) - item = frappe.get_doc("Item", item_code) + p_doc = frappe.get_doc(parent_doctype, parent_doctype_name) + child_item = frappe.new_doc('Sales Order Item', p_doc, child_docname) + item = frappe.get_doc("Item", trans_item.get('item_code')) child_item.item_code = item.item_code child_item.item_name = item.item_name child_item.description = item.description - child_item.reqd_by_date = p_doctype.delivery_date + child_item.delivery_date = trans_item.get('delivery_date') or p_doc.delivery_date child_item.uom = item.stock_uom - child_item.conversion_factor = get_conversion_factor(item_code, item.stock_uom).get("conversion_factor") or 1.0 - child_item.warehouse = p_doctype.set_warehouse or p_doctype.items[0].warehouse + child_item.conversion_factor = get_conversion_factor(item.item_code, item.stock_uom).get("conversion_factor") or 1.0 + child_item.warehouse = get_item_warehouse(item, p_doc, overwrite_warehouse=True) + if not child_item.warehouse: + frappe.throw(_("Cannot find {} for item {}. Please set the same in Item Master or Stock Settings.") + .format(frappe.bold("default warehouse"), frappe.bold(item.item_code))) return child_item -def set_purchase_order_defaults(parent_doctype, parent_doctype_name, child_docname, item_code): +def set_purchase_order_defaults(parent_doctype, parent_doctype_name, child_docname, trans_item): """ Returns a Purchase Order Item child item containing the default values """ - p_doctype = frappe.get_doc(parent_doctype, parent_doctype_name) - child_item = frappe.new_doc('Purchase Order Item', p_doctype, child_docname) - item = frappe.get_doc("Item", item_code) + p_doc = frappe.get_doc(parent_doctype, parent_doctype_name) + child_item = frappe.new_doc('Purchase Order Item', p_doc, child_docname) + item = frappe.get_doc("Item", trans_item.get('item_code')) child_item.item_code = item.item_code child_item.item_name = item.item_name child_item.description = item.description - child_item.schedule_date = p_doctype.schedule_date + child_item.schedule_date = trans_item.get('schedule_date') or p_doc.schedule_date child_item.uom = item.stock_uom - child_item.conversion_factor = get_conversion_factor(item_code, item.stock_uom).get("conversion_factor") or 1.0 + child_item.conversion_factor = get_conversion_factor(item.item_code, item.stock_uom).get("conversion_factor") or 1.0 child_item.base_rate = 1 # Initiallize value will update in parent validation child_item.base_amount = 1 # Initiallize value will update in parent validation return child_item @@ -1195,9 +1199,9 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil if not d.get("docname"): new_child_flag = True if parent_doctype == "Sales Order": - child_item = set_sales_order_defaults(parent_doctype, parent_doctype_name, child_docname, d.get("item_code")) + child_item = set_sales_order_defaults(parent_doctype, parent_doctype_name, child_docname, d) if parent_doctype == "Purchase Order": - child_item = set_purchase_order_defaults(parent_doctype, parent_doctype_name, child_docname, d.get("item_code")) + child_item = set_purchase_order_defaults(parent_doctype, parent_doctype_name, child_docname, d) else: child_item = frappe.get_doc(parent_doctype + ' Item', d.get("docname")) if flt(child_item.get("rate")) == flt(d.get("rate")) and flt(child_item.get("qty")) == flt(d.get("qty")): @@ -1242,6 +1246,7 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil child_item.flags.ignore_validate_update_after_submit = True if new_child_flag: + parent.load_from_db() child_item.idx = len(parent.items) + 1 child_item.insert() else: diff --git a/erpnext/controllers/buying_controller.py b/erpnext/controllers/buying_controller.py index fcc9098ba10..0e72ec2853c 100644 --- a/erpnext/controllers/buying_controller.py +++ b/erpnext/controllers/buying_controller.py @@ -45,6 +45,7 @@ class BuyingController(StockController): self.validate_warehouse() self.validate_from_warehouse() self.set_supplier_address() + self.validate_asset_return() if self.doctype=="Purchase Invoice": self.validate_purchase_receipt_if_update_stock() @@ -100,6 +101,19 @@ class BuyingController(StockController): for d in tax_for_valuation: d.category = 'Total' msgprint(_('Tax Category has been changed to "Total" because all the Items are non-stock items')) + + def validate_asset_return(self): + if self.doctype not in ['Purchase Receipt', 'Purchase Invoice'] or not self.is_return: + return + + purchase_doc_field = 'purchase_receipt' if self.doctype == 'Purchase Receipt' else 'purchase_invoice' + not_cancelled_asset = [d.name for d in frappe.db.get_all("Asset", { + purchase_doc_field: self.return_against, + "docstatus": 1 + })] + if self.is_return and len(not_cancelled_asset): + frappe.throw(_("{} has submitted assets linked to it. You need to cancel the assets to create purchase return.".format(self.return_against)), + title=_("Not Allowed")) def get_asset_items(self): if self.doctype not in ['Purchase Order', 'Purchase Invoice', 'Purchase Receipt']: diff --git a/erpnext/controllers/queries.py b/erpnext/controllers/queries.py index 163ef72ee10..5febfd6bf28 100644 --- a/erpnext/controllers/queries.py +++ b/erpnext/controllers/queries.py @@ -179,6 +179,12 @@ def item_query(doctype, txt, searchfield, start, page_len, filters, as_dict=Fals # scan description only if items are less than 50000 description_cond = 'or tabItem.description LIKE %(txt)s' + extra_cond = " and tabItem.has_variants=0" + if (filters and isinstance(filters, dict) + and filters.get("doctype") == "BOM"): + extra_cond = "" + del filters["doctype"] + return frappe.db.sql("""select tabItem.name, if(length(tabItem.item_name) > 40, concat(substr(tabItem.item_name, 1, 40), "..."), item_name) as item_name, @@ -188,11 +194,11 @@ def item_query(doctype, txt, searchfield, start, page_len, filters, as_dict=Fals {columns} from tabItem where tabItem.docstatus < 2 - and tabItem.has_variants=0 and tabItem.disabled=0 and (tabItem.end_of_life > %(today)s or ifnull(tabItem.end_of_life, '0000-00-00')='0000-00-00') and ({scond} or tabItem.item_code IN (select parent from `tabItem Barcode` where barcode LIKE %(txt)s) {description_cond}) + {extra_cond} {fcond} {mcond} order by if(locate(%(_txt)s, name), locate(%(_txt)s, name), 99999), @@ -203,6 +209,7 @@ def item_query(doctype, txt, searchfield, start, page_len, filters, as_dict=Fals key=searchfield, columns=columns, scond=searchfields, + extra_cond=extra_cond, fcond=get_filters_cond(doctype, filters, conditions).replace('%', '%%'), mcond=get_match_cond(doctype).replace('%', '%%'), description_cond = description_cond), @@ -364,6 +371,19 @@ def get_account_list(doctype, txt, searchfield, start, page_len, filters): fields = ["name", "parent_account"], limit_start=start, limit_page_length=page_len, as_list=True) +def get_blanket_orders(doctype, txt, searchfield, start, page_len, filters): + return frappe.db.sql("""select distinct bo.name, bo.blanket_order_type, bo.to_date + from `tabBlanket Order` bo, `tabBlanket Order Item` boi + where + boi.parent = bo.name + and boi.item_code = {item_code} + and bo.blanket_order_type = '{blanket_order_type}' + and bo.company = {company} + and bo.docstatus = 1""" + .format(item_code = frappe.db.escape(filters.get("item")), + blanket_order_type = filters.get("blanket_order_type"), + company = frappe.db.escape(filters.get("company")) + )) @frappe.whitelist() def get_income_account(doctype, txt, searchfield, start, page_len, filters): diff --git a/erpnext/controllers/selling_controller.py b/erpnext/controllers/selling_controller.py index 2b21ee8aa4b..90ba8b3644b 100644 --- a/erpnext/controllers/selling_controller.py +++ b/erpnext/controllers/selling_controller.py @@ -46,6 +46,7 @@ class SellingController(StockController): set_default_income_account_for_item(self) self.set_customer_address() self.validate_for_duplicate_items() + self.validate_target_warehouse() def set_missing_values(self, for_validate=False): @@ -403,6 +404,14 @@ class SellingController(StockController): else: chk_dupl_itm.append(f) + def validate_target_warehouse(self): + items = self.get("items") + (self.get("packed_items") or []) + + for d in items: + if d.get("target_warehouse") and d.get("warehouse") == d.get("target_warehouse"): + warehouse = frappe.bold(d.get("target_warehouse")) + frappe.throw(_("Row {0}: Delivery Warehouse ({1}) and Customer Warehouse ({2}) can not be same") + .format(d.idx, warehouse, warehouse)) def validate_items(self): # validate items to see if they have is_sales_item enabled diff --git a/erpnext/controllers/status_updater.py b/erpnext/controllers/status_updater.py index 4d0520abc81..de76e45cd11 100644 --- a/erpnext/controllers/status_updater.py +++ b/erpnext/controllers/status_updater.py @@ -69,16 +69,16 @@ status_map = { ["Cancelled", "eval:self.docstatus==2"], ["Closed", "eval:self.status=='Closed'"], ], - "Purchase Invoice": [ - ["Draft", None], - ["Submitted", "eval:self.docstatus==1"], - ["Paid", "eval:self.outstanding_amount==0 and self.docstatus==1"], - ["Return", "eval:self.is_return==1 and self.docstatus==1"], - ["Debit Note Issued", - "eval:self.outstanding_amount <= 0 and self.docstatus==1 and self.is_return==0 and get_value('Purchase Invoice', {'is_return': 1, 'return_against': self.name, 'docstatus': 1})"], - ["Unpaid", "eval:self.outstanding_amount > 0 and getdate(self.due_date) >= getdate(nowdate()) and self.docstatus==1"], - ["Overdue", "eval:self.outstanding_amount > 0 and getdate(self.due_date) < getdate(nowdate()) and self.docstatus==1"], - ["Cancelled", "eval:self.docstatus==2"], + "Purchase Invoice": [ + ["Draft", None], + ["Submitted", "eval:self.docstatus==1"], + ["Paid", "eval:self.outstanding_amount==0 and self.docstatus==1"], + ["Return", "eval:self.is_return==1 and self.docstatus==1"], + ["Debit Note Issued", + "eval:self.outstanding_amount <= 0 and self.docstatus==1 and self.is_return==0 and get_value('Purchase Invoice', {'is_return': 1, 'return_against': self.name, 'docstatus': 1})"], + ["Unpaid", "eval:self.outstanding_amount > 0 and getdate(self.due_date) >= getdate(nowdate()) and self.docstatus==1"], + ["Overdue", "eval:self.outstanding_amount > 0 and getdate(self.due_date) < getdate(nowdate()) and self.docstatus==1"], + ["Cancelled", "eval:self.docstatus==2"], ], "Material Request": [ ["Draft", None], diff --git a/erpnext/controllers/stock_controller.py b/erpnext/controllers/stock_controller.py index f6908c06bd2..9d453af2ace 100644 --- a/erpnext/controllers/stock_controller.py +++ b/erpnext/controllers/stock_controller.py @@ -3,7 +3,7 @@ from __future__ import unicode_literals import frappe, erpnext -from frappe.utils import cint, flt, cstr +from frappe.utils import cint, flt, cstr, get_link_to_form, today, getdate from frappe import _ import frappe.defaults from erpnext.accounts.utils import get_fiscal_year @@ -21,6 +21,7 @@ class StockController(AccountsController): super(StockController, self).validate() self.validate_inspection() self.validate_serialized_batch() + self.validate_customer_provided_item() def make_gl_entries(self, gl_entries=None, repost_future_gle=True, from_repost=False): if self.docstatus == 2: @@ -54,6 +55,13 @@ class StockController(AccountsController): frappe.throw(_("Row #{0}: Serial No {1} does not belong to Batch {2}") .format(d.idx, serial_no_data.name, d.batch_no)) + if d.qty > 0 and d.get("batch_no") and self.get("posting_date") and self.docstatus < 2: + expiry_date = frappe.get_cached_value("Batch", d.get("batch_no"), "expiry_date") + + if expiry_date and getdate(expiry_date) < getdate(self.posting_date): + frappe.throw(_("Row #{0}: The batch {1} has already expired.") + .format(d.idx, get_link_to_form("Batch", d.get("batch_no")))) + def get_gl_entries(self, warehouse_account=None, default_expense_account=None, default_cost_center=None): @@ -377,6 +385,12 @@ class StockController(AccountsController): for blanket_order in blanket_orders: frappe.get_doc("Blanket Order", blanket_order).update_ordered_qty() + def validate_customer_provided_item(self): + for d in self.get('items'): + # Customer Provided parts will have zero valuation rate + if frappe.db.get_value('Item', d.item_code, 'is_customer_provided_item'): + d.allow_zero_valuation_rate = 1 + def update_gl_entries_after(posting_date, posting_time, for_warehouses=None, for_items=None, warehouse_account=None, company=None): def _delete_gl_entries(voucher_type, voucher_no): diff --git a/erpnext/controllers/taxes_and_totals.py b/erpnext/controllers/taxes_and_totals.py index 95e661aa221..4e568e2795a 100644 --- a/erpnext/controllers/taxes_and_totals.py +++ b/erpnext/controllers/taxes_and_totals.py @@ -667,8 +667,7 @@ def get_itemised_tax_breakup_html(doc): itemised_tax=itemised_tax, itemised_taxable_amount=itemised_taxable_amount, tax_accounts=tax_accounts, - conversion_rate=doc.conversion_rate, - currency=doc.currency + doc=doc ) ) diff --git a/erpnext/controllers/tests/test_mapper.py b/erpnext/controllers/tests/test_mapper.py index d02308d8f21..8839e002a4c 100644 --- a/erpnext/controllers/tests/test_mapper.py +++ b/erpnext/controllers/tests/test_mapper.py @@ -13,7 +13,7 @@ class TestMapper(unittest.TestCase): '''Test mapping of multiple source docs on a single target doc''' make_test_records("Item") - items = frappe.get_all("Item", fields = ["name", "item_code"], filters = {'is_sales_item': 1, 'has_variants': 0}) + items = frappe.get_all("Item", fields = ["name", "item_code"], filters = {'is_sales_item': 1, 'has_variants': 0, 'disabled': 0}) customers = frappe.get_all("Customer") if items and customers: # Make source docs (quotations) and a target doc (sales order) diff --git a/erpnext/crm/desk_page/crm/crm.json b/erpnext/crm/desk_page/crm/crm.json index 9ebbe271218..ca13d6abb66 100644 --- a/erpnext/crm/desk_page/crm/crm.json +++ b/erpnext/crm/desk_page/crm/crm.json @@ -1,24 +1,29 @@ { "cards": [ { - "icon": "fa fa-star", - "links": "[\n {\n \"description\": \"Database of potential customers.\",\n \"label\": \"Lead\",\n \"name\": \"Lead\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Potential opportunities for selling.\",\n \"label\": \"Opportunity\",\n \"name\": \"Opportunity\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Customer database.\",\n \"label\": \"Customer\",\n \"name\": \"Customer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Contacts.\",\n \"label\": \"Contact\",\n \"name\": \"Contact\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Record of all communications of type email, phone, chat, visit, etc.\",\n \"label\": \"Communication\",\n \"name\": \"Communication\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Track Leads by Lead Source.\",\n \"label\": \"Lead Source\",\n \"name\": \"Lead Source\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Helps you keep tracks of Contracts based on Supplier, Customer and Employee\",\n \"label\": \"Contract\",\n \"name\": \"Contract\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Helps you manage appointments with your leads\",\n \"label\": \"Appointment\",\n \"name\": \"Appointment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Newsletter\",\n \"name\": \"Newsletter\",\n \"type\": \"doctype\"\n }\n]", - "title": "Sales Pipeline" + "hidden": 0, + "label": "Sales Pipeline", + "links": "[\n {\n \"description\": \"Database of potential customers.\",\n \"label\": \"Lead\",\n \"name\": \"Lead\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Potential opportunities for selling.\",\n \"label\": \"Opportunity\",\n \"name\": \"Opportunity\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Customer database.\",\n \"label\": \"Customer\",\n \"name\": \"Customer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Contacts.\",\n \"label\": \"Contact\",\n \"name\": \"Contact\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Record of all communications of type email, phone, chat, visit, etc.\",\n \"label\": \"Communication\",\n \"name\": \"Communication\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Track Leads by Lead Source.\",\n \"label\": \"Lead Source\",\n \"name\": \"Lead Source\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Helps you keep tracks of Contracts based on Supplier, Customer and Employee\",\n \"label\": \"Contract\",\n \"name\": \"Contract\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Helps you manage appointments with your leads\",\n \"label\": \"Appointment\",\n \"name\": \"Appointment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Newsletter\",\n \"name\": \"Newsletter\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-list", - "links": "[\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Details\",\n \"name\": \"Lead Details\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Sales Funnel\",\n \"name\": \"sales-funnel\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Prospects Engaged But Not Converted\",\n \"name\": \"Prospects Engaged But Not Converted\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Opportunity\"\n ],\n \"doctype\": \"Opportunity\",\n \"is_query_report\": true,\n \"label\": \"Minutes to First Response for Opportunity\",\n \"name\": \"Minutes to First Response for Opportunity\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Inactive Customers\",\n \"name\": \"Inactive Customers\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Campaign Efficiency\",\n \"name\": \"Campaign Efficiency\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Owner Efficiency\",\n \"name\": \"Lead Owner Efficiency\",\n \"type\": \"report\"\n }\n]", - "title": "Reports" + "hidden": 0, + "label": "Reports", + "links": "[\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Details\",\n \"name\": \"Lead Details\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Sales Funnel\",\n \"name\": \"sales-funnel\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Prospects Engaged But Not Converted\",\n \"name\": \"Prospects Engaged But Not Converted\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Opportunity\"\n ],\n \"doctype\": \"Opportunity\",\n \"is_query_report\": true,\n \"label\": \"Minutes to First Response for Opportunity\",\n \"name\": \"Minutes to First Response for Opportunity\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Inactive Customers\",\n \"name\": \"Inactive Customers\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Campaign Efficiency\",\n \"name\": \"Campaign Efficiency\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Owner Efficiency\",\n \"name\": \"Lead Owner Efficiency\",\n \"type\": \"report\"\n }\n]" }, { - "icon": "fa fa-cog", - "links": "[\n {\n \"description\": \"Manage Customer Group Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Customer Group\",\n \"link\": \"Tree/Customer Group\",\n \"name\": \"Customer Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Territory Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Territory\",\n \"link\": \"Tree/Territory\",\n \"name\": \"Territory\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Sales Person Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Sales Person\",\n \"link\": \"Tree/Sales Person\",\n \"name\": \"Sales Person\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Sales campaigns.\",\n \"label\": \"Campaign\",\n \"name\": \"Campaign\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Sends Mails to lead or contact based on a Campaign schedule\",\n \"label\": \"Email Campaign\",\n \"name\": \"Email Campaign\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Send mass SMS to your contacts\",\n \"label\": \"SMS Center\",\n \"name\": \"SMS Center\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Logs for maintaining sms delivery status\",\n \"label\": \"SMS Log\",\n \"name\": \"SMS Log\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Setup SMS gateway settings\",\n \"label\": \"SMS Settings\",\n \"name\": \"SMS Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Email Group\",\n \"name\": \"Email Group\",\n \"type\": \"doctype\"\n }\n]", - "title": "Settings" + "hidden": 0, + "label": "Maintenance", + "links": "[\n {\n \"description\": \"Plan for maintenance visits.\",\n \"label\": \"Maintenance Schedule\",\n \"name\": \"Maintenance Schedule\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Visit report for maintenance call.\",\n \"label\": \"Maintenance Visit\",\n \"name\": \"Maintenance Visit\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Warranty Claim against Serial No.\",\n \"label\": \"Warranty Claim\",\n \"name\": \"Warranty Claim\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-star", - "links": "[\n {\n \"description\": \"Plan for maintenance visits.\",\n \"label\": \"Maintenance Schedule\",\n \"name\": \"Maintenance Schedule\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Visit report for maintenance call.\",\n \"label\": \"Maintenance Visit\",\n \"name\": \"Maintenance Visit\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Warranty Claim against Serial No.\",\n \"label\": \"Warranty Claim\",\n \"name\": \"Warranty Claim\",\n \"type\": \"doctype\"\n }\n]", - "title": "Maintenance" + "hidden": 0, + "label": "Campaign", + "links": "[\n {\n \"description\": \"Sales campaigns.\",\n \"label\": \"Campaign\",\n \"name\": \"Campaign\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Sends Mails to lead or contact based on a Campaign schedule\",\n \"label\": \"Email Campaign\",\n \"name\": \"Email Campaign\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Create and Schedule social media posts\",\n \"label\": \"Social Media Post\",\n \"name\": \"Social Media Post\",\n \"type\": \"doctype\"\n }\n]" + }, + { + "hidden": 0, + "label": "Settings", + "links": "[\n {\n \"description\": \"Manage Customer Group Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Customer Group\",\n \"link\": \"Tree/Customer Group\",\n \"name\": \"Customer Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Territory Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Territory\",\n \"link\": \"Tree/Territory\",\n \"name\": \"Territory\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Sales Person Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Sales Person\",\n \"link\": \"Tree/Sales Person\",\n \"name\": \"Sales Person\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Send mass SMS to your contacts\",\n \"label\": \"SMS Center\",\n \"name\": \"SMS Center\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Logs for maintaining sms delivery status\",\n \"label\": \"SMS Log\",\n \"name\": \"SMS Log\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Setup SMS gateway settings\",\n \"label\": \"SMS Settings\",\n \"name\": \"SMS Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Email Group\",\n \"name\": \"Email Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Twitter Settings\",\n \"name\": \"Twitter Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"LinkedIn Settings\",\n \"name\": \"LinkedIn Settings\",\n \"type\": \"doctype\"\n }\n]" } ], "category": "Modules", @@ -33,7 +38,7 @@ "idx": 0, "is_standard": 1, "label": "CRM", - "modified": "2020-03-12 16:30:41.142037", + "modified": "2020-04-27 22:32:26.682911", "modified_by": "Administrator", "module": "CRM", "name": "CRM", @@ -42,26 +47,26 @@ "pin_to_top": 0, "shortcuts": [ { - "format": "Open", - "is_query_report": 0, + "format": "{} Open", + "label": "Lead", "link_to": "Lead", "stats_filter": "{\"status\":\"Open\"}", "type": "DocType" }, { "format": "{} Assigned", - "is_query_report": 0, + "label": "Opportunity", "link_to": "Opportunity", "stats_filter": "{\"_assign\": [\"like\", '%' + frappe.session.user + '%']}", "type": "DocType" }, { - "is_query_report": 0, + "label": "Customer", "link_to": "Customer", "type": "DocType" }, { - "is_query_report": 0, + "label": "Sales Analytics", "link_to": "Sales Analytics", "type": "Report" } diff --git a/erpnext/crm/doctype/email_campaign/email_campaign.py b/erpnext/crm/doctype/email_campaign/email_campaign.py index 00a4bd1a322..8f60ecf6219 100644 --- a/erpnext/crm/doctype/email_campaign/email_campaign.py +++ b/erpnext/crm/doctype/email_campaign/email_campaign.py @@ -27,7 +27,7 @@ class EmailCampaign(Document): for entry in campaign.get("campaign_schedules"): send_after_days.append(entry.send_after_days) try: - end_date = add_days(getdate(self.start_date), max(send_after_days)) + self.end_date = add_days(getdate(self.start_date), max(send_after_days)) except ValueError: frappe.throw(_("Please set up the Campaign Schedule in the Campaign {0}").format(self.campaign_name)) diff --git a/erpnext/crm/doctype/lead/lead.json b/erpnext/crm/doctype/lead/lead.json index 5299368f426..20ab51d44bc 100644 --- a/erpnext/crm/doctype/lead/lead.json +++ b/erpnext/crm/doctype/lead/lead.json @@ -1,5 +1,4 @@ { - "actions": [], "allow_events_in_timeline": 1, "allow_import": 1, "autoname": "naming_series:", @@ -33,6 +32,7 @@ "notes", "address_info", "address_html", + "address_type", "address_title", "address_line1", "address_line2", @@ -284,8 +284,7 @@ "depends_on": "eval: doc.__islocal", "fieldname": "pincode", "fieldtype": "Data", - "label": "Postal Code", - "options": "Country" + "label": "Postal Code" }, { "fieldname": "column_break2", @@ -303,7 +302,8 @@ "fieldtype": "Data", "label": "Phone", "oldfieldname": "contact_no", - "oldfieldtype": "Data" + "oldfieldtype": "Data", + "options": "Phone" }, { "depends_on": "eval: doc.__islocal", @@ -311,7 +311,8 @@ "fieldtype": "Data", "label": "Mobile No.", "oldfieldname": "mobile_no", - "oldfieldtype": "Data" + "oldfieldtype": "Data", + "options": "Phone" }, { "depends_on": "eval: doc.__islocal", @@ -432,13 +433,21 @@ "fieldname": "contact_section", "fieldtype": "Section Break", "label": "Contact" + }, + { + "default": "Billing", + "depends_on": "eval: doc.__islocal", + "fieldname": "address_type", + "fieldtype": "Select", + "label": "Address Type", + "options": "Billing\nShipping\nOffice\nPersonal\nPlant\nPostal\nShop\nSubsidiary\nWarehouse\nCurrent\nPermanent\nOther" } ], "icon": "fa fa-user", "idx": 5, "image_field": "image", "links": [], - "modified": "2019-12-24 16:00:44.239168", + "modified": "2020-04-08 22:26:11.687110", "modified_by": "Administrator", "module": "CRM", "name": "Lead", @@ -511,4 +520,4 @@ "sort_field": "modified", "sort_order": "DESC", "title_field": "title" -} +} \ No newline at end of file diff --git a/erpnext/crm/doctype/lead/lead.py b/erpnext/crm/doctype/lead/lead.py index eb9f86076c6..74b358219dc 100644 --- a/erpnext/crm/doctype/lead/lead.py +++ b/erpnext/crm/doctype/lead/lead.py @@ -12,9 +12,6 @@ from frappe.email.inbox import link_communication_to_document from frappe.model.mapper import get_mapped_doc from frappe.utils import cint, comma_and, cstr, getdate, has_gravatar, nowdate, validate_email_address -sender_field = "email_id" - - class Lead(SellingController): def get_feed(self): return '{0}: {1}'.format(_(self.status), self.lead_name) @@ -129,7 +126,7 @@ class Lead(SellingController): self.title = self.lead_name def create_address(self): - address_fields = ["address_title", "address_line1", "address_line2", + address_fields = ["address_type", "address_title", "address_line1", "address_line2", "city", "county", "state", "country", "pincode"] info_fields = ["email_id", "phone", "fax"] @@ -212,7 +209,7 @@ class Lead(SellingController): self.contact_doc.save() def flush_address_and_contact_fields(self): - fields = ['address_line1', 'address_line2', 'address_title', + fields = ['address_type', 'address_line1', 'address_line2', 'address_title', 'city', 'county', 'country', 'fax', 'pincode', 'state'] for field in fields: diff --git a/erpnext/healthcare/page/appointment_analytic/__init__.py b/erpnext/crm/doctype/linkedin_settings/__init__.py similarity index 100% rename from erpnext/healthcare/page/appointment_analytic/__init__.py rename to erpnext/crm/doctype/linkedin_settings/__init__.py diff --git a/erpnext/crm/doctype/linkedin_settings/linkedin_settings.js b/erpnext/crm/doctype/linkedin_settings/linkedin_settings.js new file mode 100644 index 00000000000..50b98e9ce12 --- /dev/null +++ b/erpnext/crm/doctype/linkedin_settings/linkedin_settings.js @@ -0,0 +1,71 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('LinkedIn Settings', { + onload: function(frm){ + if (frm.doc.session_status == 'Expired' && frm.doc.consumer_key && frm.doc.consumer_secret){ + frappe.confirm( + __('Session not valid, Do you want to login?'), + function(){ + frm.trigger("login"); + }, + function(){ + window.close(); + } + ); + } + }, + refresh: function(frm){ + if (frm.doc.session_status=="Expired"){ + let msg = __("Session Not Active. Save doc to login."); + frm.dashboard.set_headline_alert( + `
+
+ +
+
` + ); + } + + if (frm.doc.session_status=="Active"){ + let d = new Date(frm.doc.modified); + d.setDate(d.getDate()+60); + let dn = new Date(); + let days = d.getTime() - dn.getTime(); + days = Math.floor(days/(1000 * 3600 * 24)); + let msg,color; + + if (days>0){ + msg = __("Your Session will be expire in ") + days + __(" days."); + color = "green"; + } + else { + msg = __("Session is expired. Save doc to login."); + color = "red"; + } + + frm.dashboard.set_headline_alert( + `
+
+ +
+
` + ); + } + }, + login: function(frm){ + if (frm.doc.consumer_key && frm.doc.consumer_secret){ + frappe.dom.freeze(); + frappe.call({ + doc: frm.doc, + method: "get_authorization_url", + callback : function(r) { + window.location.href = r.message; + } + }); + } + }, + after_save: function(frm){ + frm.trigger("login"); + } +}); diff --git a/erpnext/crm/doctype/linkedin_settings/linkedin_settings.json b/erpnext/crm/doctype/linkedin_settings/linkedin_settings.json new file mode 100644 index 00000000000..9eacb0011c5 --- /dev/null +++ b/erpnext/crm/doctype/linkedin_settings/linkedin_settings.json @@ -0,0 +1,111 @@ +{ + "actions": [], + "creation": "2020-01-30 13:36:39.492931", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "account_name", + "column_break_2", + "company_id", + "oauth_details", + "consumer_key", + "column_break_5", + "consumer_secret", + "user_details_section", + "access_token", + "person_urn", + "session_status" + ], + "fields": [ + { + "fieldname": "account_name", + "fieldtype": "Data", + "label": "Account Name", + "read_only": 1 + }, + { + "fieldname": "oauth_details", + "fieldtype": "Section Break", + "label": "OAuth Credentials" + }, + { + "fieldname": "consumer_key", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Consumer Key", + "reqd": 1 + }, + { + "fieldname": "consumer_secret", + "fieldtype": "Password", + "in_list_view": 1, + "label": "Consumer Secret", + "reqd": 1 + }, + { + "fieldname": "access_token", + "fieldtype": "Data", + "hidden": 1, + "label": "Access Token", + "read_only": 1 + }, + { + "fieldname": "person_urn", + "fieldtype": "Data", + "hidden": 1, + "label": "Person URN", + "read_only": 1 + }, + { + "fieldname": "column_break_5", + "fieldtype": "Column Break" + }, + { + "fieldname": "user_details_section", + "fieldtype": "Section Break", + "label": "User Details" + }, + { + "fieldname": "session_status", + "fieldtype": "Select", + "hidden": 1, + "label": "Session Status", + "options": "Expired\nActive", + "read_only": 1 + }, + { + "fieldname": "column_break_2", + "fieldtype": "Column Break" + }, + { + "fieldname": "company_id", + "fieldtype": "Data", + "label": "Company ID", + "reqd": 1 + } + ], + "issingle": 1, + "links": [], + "modified": "2020-04-16 23:22:51.966397", + "modified_by": "Administrator", + "module": "CRM", + "name": "LinkedIn Settings", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "role": "System Manager", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/crm/doctype/linkedin_settings/linkedin_settings.py b/erpnext/crm/doctype/linkedin_settings/linkedin_settings.py new file mode 100644 index 00000000000..5df35df3ddf --- /dev/null +++ b/erpnext/crm/doctype/linkedin_settings/linkedin_settings.py @@ -0,0 +1,166 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe, requests, json +from frappe import _ +from frappe.utils import get_site_url, get_url_to_form, get_link_to_form +from frappe.model.document import Document +from frappe.utils.file_manager import get_file, get_file_path +from six.moves.urllib.parse import urlencode + +class LinkedInSettings(Document): + def get_authorization_url(self): + params = urlencode({ + "response_type":"code", + "client_id": self.consumer_key, + "redirect_uri": get_site_url(frappe.local.site) + "/?cmd=erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback", + "scope": "r_emailaddress w_organization_social r_basicprofile r_liteprofile r_organization_social rw_organization_admin w_member_social" + }) + + url = "https://www.linkedin.com/oauth/v2/authorization?{}".format(params) + + return url + + def get_access_token(self, code): + url = "https://www.linkedin.com/oauth/v2/accessToken" + body = { + "grant_type": "authorization_code", + "code": code, + "client_id": self.consumer_key, + "client_secret": self.get_password(fieldname="consumer_secret"), + "redirect_uri": get_site_url(frappe.local.site) + "/?cmd=erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback", + } + headers = { + "Content-Type": "application/x-www-form-urlencoded" + } + + response = self.http_post(url=url, data=body, headers=headers) + response = frappe.parse_json(response.content.decode()) + self.db_set("access_token", response["access_token"]) + + def get_member_profile(self): + headers = { + "Authorization": "Bearer {}".format(self.access_token) + } + url = "https://api.linkedin.com/v2/me" + response = requests.get(url=url, headers=headers) + response = frappe.parse_json(response.content.decode()) + + frappe.db.set_value(self.doctype, self.name, { + "person_urn": response["id"], + "account_name": response["vanityName"], + "session_status": "Active" + }) + frappe.local.response["type"] = "redirect" + frappe.local.response["location"] = get_url_to_form("LinkedIn Settings","LinkedIn Settings") + + def post(self, text, media=None): + if not media: + return self.post_text(text) + else: + media_id = self.upload_image(media) + + if media_id: + return self.post_text(text, media_id=media_id) + else: + frappe.log_error("Failed to upload media.","LinkedIn Upload Error") + + + def upload_image(self, media): + media = get_file_path(media) + register_url = "https://api.linkedin.com/v2/assets?action=registerUpload" + body = { + "registerUploadRequest": { + "recipes": ["urn:li:digitalmediaRecipe:feedshare-image"], + "owner": "urn:li:organization:{0}".format(self.company_id), + "serviceRelationships": [{ + "relationshipType": "OWNER", + "identifier": "urn:li:userGeneratedContent" + }] + } + } + headers = { + "Authorization": "Bearer {}".format(self.access_token) + } + response = self.http_post(url=register_url, body=body, headers=headers) + + if response.status_code == 200: + response = response.json() + asset = response["value"]["asset"] + upload_url = response["value"]["uploadMechanism"]["com.linkedin.digitalmedia.uploading.MediaUploadHttpRequest"]["uploadUrl"] + headers['Content-Type']='image/jpeg' + response = self.http_post(upload_url, headers=headers, data=open(media,"rb")) + if response.status_code < 200 and response.status_code > 299: + frappe.throw(_("Error While Uploading Image"), title="{0} {1}".format(response.status_code, response.reason)) + return None + return asset + + return None + + def post_text(self, text, media_id=None): + url = "https://api.linkedin.com/v2/shares" + headers = { + "X-Restli-Protocol-Version": "2.0.0", + "Authorization": "Bearer {}".format(self.access_token), + "Content-Type": "application/json; charset=UTF-8" + } + body = { + "distribution": { + "linkedInDistributionTarget": {} + }, + "owner":"urn:li:organization:{0}".format(self.company_id), + "subject": "Test Share Subject", + "text": { + "text": text + } + } + + if media_id: + body["content"]= { + "contentEntities": [{ + "entity": media_id + }], + "shareMediaCategory": "IMAGE" + } + + response = self.http_post(url=url, headers=headers, body=body) + return response + + def http_post(self, url, headers=None, body=None, data=None): + try: + response = requests.post( + url = url, + json = body, + data = data, + headers = headers + ) + if response.status_code not in [201,200]: + raise + + except Exception as e: + content = json.loads(response.content) + + if response.status_code == 401: + self.db_set("session_status", "Expired") + frappe.db.commit() + frappe.throw(content["message"], title="LinkedIn Error - Unauthorized") + elif response.status_code == 403: + frappe.msgprint(_("You Didn't have permission to access this API")) + frappe.throw(content["message"], title="LinkedIn Error - Access Denied") + else: + frappe.throw(response.reason, title=response.status_code) + + return response + +@frappe.whitelist() +def callback(code=None, error=None, error_description=None): + if not error: + linkedin_settings = frappe.get_doc("LinkedIn Settings") + linkedin_settings.get_access_token(code) + linkedin_settings.get_member_profile() + frappe.db.commit() + else: + frappe.local.response["type"] = "redirect" + frappe.local.response["location"] = get_url_to_form("LinkedIn Settings","LinkedIn Settings") diff --git a/erpnext/crm/doctype/linkedin_settings/test_linkedin_settings.py b/erpnext/crm/doctype/linkedin_settings/test_linkedin_settings.py new file mode 100644 index 00000000000..9c3ef3f32f0 --- /dev/null +++ b/erpnext/crm/doctype/linkedin_settings/test_linkedin_settings.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestLinkedInSettings(unittest.TestCase): + pass diff --git a/erpnext/crm/doctype/opportunity/opportunity.json b/erpnext/crm/doctype/opportunity/opportunity.json index 08be34e6038..6a54c5fc6ef 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.json +++ b/erpnext/crm/doctype/opportunity/opportunity.json @@ -8,6 +8,7 @@ "doctype": "DocType", "document_type": "Document", "editable_grid": 1, + "email_append_to": 1, "engine": "InnoDB", "field_order": [ "from_section", @@ -328,6 +329,7 @@ "fieldname": "contact_email", "fieldtype": "Data", "label": "Contact Email", + "options": "Email", "read_only": 1 }, { @@ -421,7 +423,7 @@ "icon": "fa fa-info-sign", "idx": 195, "links": [], - "modified": "2020-03-20 12:28:45.228994", + "modified": "2020-04-07 09:05:39.391109", "modified_by": "Administrator", "module": "CRM", "name": "Opportunity", @@ -453,9 +455,11 @@ } ], "search_fields": "status,transaction_date,party_name,opportunity_type,territory,company", + "sender_field": "contact_email", "show_name_in_global_search": 1, "sort_field": "modified", "sort_order": "DESC", + "subject_field": "title", "timeline_field": "party_name", "title_field": "title", "track_seen": 1, diff --git a/erpnext/crm/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py index 5911db9f6c5..1b071ea1b70 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.py +++ b/erpnext/crm/doctype/opportunity/opportunity.py @@ -11,9 +11,6 @@ from erpnext.utilities.transaction_base import TransactionBase from erpnext.accounts.party import get_party_account_currency from frappe.email.inbox import link_communication_to_document -subject_field = "title" -sender_field = "contact_email" - class Opportunity(TransactionBase): def after_insert(self): if self.opportunity_from == "Lead": @@ -339,3 +336,27 @@ def make_opportunity_from_communication(communication, ignore_communication_link link_communication_to_document(doc, "Opportunity", opportunity.name, ignore_communication_links) return opportunity.name +@frappe.whitelist() +def get_events(start, end, filters=None): + """Returns events for Gantt / Calendar view rendering. + :param start: Start date-time. + :param end: End date-time. + :param filters: Filters (JSON). + """ + from frappe.desk.calendar import get_event_conditions + conditions = get_event_conditions("Opportunity", filters) + + data = frappe.db.sql(""" + select + distinct `tabOpportunity`.name, `tabOpportunity`.customer_name, `tabOpportunity`.opportunity_amount, + `tabOpportunity`.title, `tabOpportunity`.contact_date + from + `tabOpportunity` + where + (`tabOpportunity`.contact_date between %(start)s and %(end)s) + {conditions} + """.format(conditions=conditions), { + "start": start, + "end": end + }, as_dict=True, update={"allDay": 0}) + return data \ No newline at end of file diff --git a/erpnext/crm/doctype/opportunity/opportunity_calendar.js b/erpnext/crm/doctype/opportunity/opportunity_calendar.js new file mode 100644 index 00000000000..58fa2b8cd86 --- /dev/null +++ b/erpnext/crm/doctype/opportunity/opportunity_calendar.js @@ -0,0 +1,19 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +// License: GNU General Public License v3. See license.txt +frappe.views.calendar["Opportunity"] = { + field_map: { + "start": "contact_date", + "end": "contact_date", + "id": "name", + "title": "customer_name", + "allDay": "allDay" + }, + options: { + header: { + left: 'prev,next today', + center: 'title', + right: 'month' + } + }, + get_events_method: 'erpnext.crm.doctype.opportunity.opportunity.get_events' +} diff --git a/erpnext/crm/doctype/social_media_post/__init__.py b/erpnext/crm/doctype/social_media_post/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/crm/doctype/social_media_post/social_media_post.js b/erpnext/crm/doctype/social_media_post/social_media_post.js new file mode 100644 index 00000000000..3a14f2d2e9a --- /dev/null +++ b/erpnext/crm/doctype/social_media_post/social_media_post.js @@ -0,0 +1,67 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt +frappe.ui.form.on('Social Media Post', { + validate: function(frm){ + if (frm.doc.twitter === 0 && frm.doc.linkedin === 0){ + frappe.throw(__("Select atleast one Social Media from Share on.")) + } + if (frm.doc.scheduled_time) { + let scheduled_time = new Date(frm.doc.scheduled_time); + let date_time = new Date(); + if (scheduled_time.getTime() < date_time.getTime()){ + frappe.throw(__("Invalid Scheduled Time")); + } + } + if (frm.doc.text?.length > 280){ + frappe.throw(__("Length Must be less than 280.")) + } + }, + refresh: function(frm){ + if (frm.doc.docstatus === 1){ + if (frm.doc.post_status != "Posted"){ + add_post_btn(frm); + } + else if (frm.doc.post_status == "Posted"){ + frm.set_df_property('sheduled_time', 'read_only', 1); + } + + let html=''; + if (frm.doc.twitter){ + let color = frm.doc.twitter_post_id ? "green" : "red"; + let status = frm.doc.twitter_post_id ? "Posted" : "Not Posted"; + html += `
+ +
` ; + } + if (frm.doc.linkedin){ + let color = frm.doc.linkedin_post_id ? "green" : "red"; + let status = frm.doc.linkedin_post_id ? "Posted" : "Not Posted"; + html += `
+ +
` ; + } + html = `
${html}
`; + frm.dashboard.set_headline_alert(html); + } + } +}); +var add_post_btn = function(frm){ + frm.add_custom_button(('Post Now'), function(){ + post(frm); + }); +} +var post = function(frm){ + frappe.dom.freeze(); + frappe.call({ + method: "erpnext.crm.doctype.social_media_post.social_media_post.publish", + args: { + doctype: frm.doc.doctype, + name: frm.doc.name + }, + callback: function(r) { + frm.reload_doc(); + frappe.dom.unfreeze(); + } + }) + +} \ No newline at end of file diff --git a/erpnext/crm/doctype/social_media_post/social_media_post.json b/erpnext/crm/doctype/social_media_post/social_media_post.json new file mode 100644 index 00000000000..2601c14b4d6 --- /dev/null +++ b/erpnext/crm/doctype/social_media_post/social_media_post.json @@ -0,0 +1,166 @@ +{ + "actions": [], + "autoname": "format: CRM-SMP-{YYYY}-{MM}-{DD}-{###}", + "creation": "2020-01-30 11:53:13.872864", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "campaign_name", + "scheduled_time", + "post_status", + "column_break_6", + "twitter", + "linkedin", + "twitter_post_id", + "linkedin_post_id", + "content", + "text", + "column_break_14", + "tweet_preview", + "linkedin_section", + "linkedin_post", + "column_break_15", + "attachments_section", + "image", + "amended_from" + ], + "fields": [ + { + "fieldname": "text", + "fieldtype": "Small Text", + "label": "Tweet", + "mandatory_depends_on": "eval:doc.twitter ==1" + }, + { + "fieldname": "image", + "fieldtype": "Attach Image", + "label": "Image" + }, + { + "default": "0", + "fieldname": "twitter", + "fieldtype": "Check", + "label": "Twitter" + }, + { + "default": "0", + "fieldname": "linkedin", + "fieldtype": "Check", + "label": "LinkedIn" + }, + { + "fieldname": "amended_from", + "fieldtype": "Link", + "label": "Amended From", + "no_copy": 1, + "options": "Social Media Post", + "print_hide": 1, + "read_only": 1 + }, + { + "depends_on": "eval:doc.twitter ==1", + "fieldname": "content", + "fieldtype": "Section Break", + "label": "Twitter" + }, + { + "allow_on_submit": 1, + "fieldname": "post_status", + "fieldtype": "Select", + "label": "Post Status", + "options": "\nScheduled\nPosted\nError", + "read_only": 1 + }, + { + "allow_on_submit": 1, + "fieldname": "twitter_post_id", + "fieldtype": "Data", + "hidden": 1, + "label": "Twitter Post Id", + "read_only": 1 + }, + { + "allow_on_submit": 1, + "fieldname": "linkedin_post_id", + "fieldtype": "Data", + "hidden": 1, + "label": "LinkedIn Post Id", + "read_only": 1 + }, + { + "fieldname": "campaign_name", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Campaign", + "options": "Campaign" + }, + { + "fieldname": "column_break_6", + "fieldtype": "Column Break", + "label": "Share On" + }, + { + "fieldname": "column_break_14", + "fieldtype": "Column Break" + }, + { + "fieldname": "tweet_preview", + "fieldtype": "HTML" + }, + { + "collapsible": 1, + "depends_on": "eval:doc.linkedin==1", + "fieldname": "linkedin_section", + "fieldtype": "Section Break", + "label": "LinkedIn" + }, + { + "collapsible": 1, + "fieldname": "attachments_section", + "fieldtype": "Section Break", + "label": "Attachments" + }, + { + "fieldname": "linkedin_post", + "fieldtype": "Text", + "label": "Post", + "mandatory_depends_on": "eval:doc.linkedin ==1" + }, + { + "fieldname": "column_break_15", + "fieldtype": "Column Break" + }, + { + "allow_on_submit": 1, + "fieldname": "scheduled_time", + "fieldtype": "Datetime", + "label": "Scheduled Time", + "read_only_depends_on": "eval:doc.post_status == \"Posted\"" + } + ], + "is_submittable": 1, + "links": [], + "modified": "2020-04-21 15:10:04.953713", + "modified_by": "Administrator", + "module": "CRM", + "name": "Social Media Post", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + } + ], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/crm/doctype/social_media_post/social_media_post.py b/erpnext/crm/doctype/social_media_post/social_media_post.py new file mode 100644 index 00000000000..ed1b5839446 --- /dev/null +++ b/erpnext/crm/doctype/social_media_post/social_media_post.py @@ -0,0 +1,56 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +from frappe.model.document import Document +from frappe import _ +import datetime + +class SocialMediaPost(Document): + def validate(self): + if self.scheduled_time: + current_time = frappe.utils.now_datetime() + scheduled_time = frappe.utils.get_datetime(self.scheduled_time) + if scheduled_time < current_time: + frappe.throw(_("Invalid Scheduled Time")) + + def submit(self): + if self.scheduled_time: + self.post_status = "Scheduled" + super(SocialMediaPost, self).submit() + + def post(self): + try: + if self.twitter and not self.twitter_post_id: + twitter = frappe.get_doc("Twitter Settings") + twitter_post = twitter.post(self.text, self.image) + self.db_set("twitter_post_id", twitter_post.id) + if self.linkedin and not self.linkedin_post_id: + linkedin = frappe.get_doc("LinkedIn Settings") + linkedin_post = linkedin.post(self.linkedin_post, self.image) + self.db_set("linkedin_post_id", linkedin_post.headers['X-RestLi-Id'].split(":")[-1]) + self.db_set("post_status", "Posted") + + except: + self.db_set("post_status", "Error") + title = _("Error while POSTING {0}").format(self.name) + traceback = frappe.get_traceback() + frappe.log_error(message=traceback , title=title) + +def process_scheduled_social_media_posts(): + posts = frappe.get_list("Social Media Post", filters={"post_status": "Scheduled", "docstatus":1}, fields= ["name", "scheduled_time","post_status"]) + start = frappe.utils.now_datetime() + end = start + datetime.timedelta(minutes=10) + for post in posts: + if post.scheduled_time: + post_time = frappe.utils.get_datetime(post.scheduled_time) + if post_time > start and post_time <= end: + publish('Social Media Post', post.name) + +@frappe.whitelist() +def publish(doctype, name): + sm_post = frappe.get_doc(doctype, name) + sm_post.post() + frappe.db.commit() diff --git a/erpnext/crm/doctype/social_media_post/social_media_post_list.js b/erpnext/crm/doctype/social_media_post/social_media_post_list.js new file mode 100644 index 00000000000..c60b91a9a02 --- /dev/null +++ b/erpnext/crm/doctype/social_media_post/social_media_post_list.js @@ -0,0 +1,10 @@ +frappe.listview_settings['Social Media Post'] = { + add_fields: ["status","post_status"], + get_indicator: function(doc) { + return [__(doc.post_status), { + "Scheduled": "orange", + "Posted": "green", + "Error": "red" + }[doc.post_status]]; + } +} diff --git a/erpnext/crm/doctype/social_media_post/test_social_media_post.py b/erpnext/crm/doctype/social_media_post/test_social_media_post.py new file mode 100644 index 00000000000..ec81ee58710 --- /dev/null +++ b/erpnext/crm/doctype/social_media_post/test_social_media_post.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestSocialMediaPost(unittest.TestCase): + pass diff --git a/erpnext/crm/doctype/twitter_settings/__init__.py b/erpnext/crm/doctype/twitter_settings/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/crm/doctype/twitter_settings/test_twitter_settings.py b/erpnext/crm/doctype/twitter_settings/test_twitter_settings.py new file mode 100644 index 00000000000..3f999c1af4b --- /dev/null +++ b/erpnext/crm/doctype/twitter_settings/test_twitter_settings.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestTwitterSettings(unittest.TestCase): + pass diff --git a/erpnext/crm/doctype/twitter_settings/twitter_settings.js b/erpnext/crm/doctype/twitter_settings/twitter_settings.js new file mode 100644 index 00000000000..b55946a8bd8 --- /dev/null +++ b/erpnext/crm/doctype/twitter_settings/twitter_settings.js @@ -0,0 +1,56 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Twitter Settings', { + onload: function(frm){ + if (frm.doc.session_status == 'Expired' && frm.doc.consumer_key && frm.doc.consumer_secret){ + frappe.confirm( + __('Session not valid, Do you want to login?'), + function(){ + frm.trigger("login"); + }, + function(){ + window.close(); + } + ); + } + }, + refresh: function(frm){ + let msg, color, flag=false; + if (frm.doc.session_status == "Active"){ + msg = __("Session Active"); + color = 'green'; + flag = true; + } + else if(frm.doc.consumer_key && frm.doc.consumer_secret) { + msg = __("Session Not Active. Save doc to login."); + color = 'red'; + flag = true; + } + + if (flag){ + frm.dashboard.set_headline_alert( + `
+
+ +
+
` + ); + } + }, + login: function(frm){ + if (frm.doc.consumer_key && frm.doc.consumer_secret){ + frappe.dom.freeze(); + frappe.call({ + doc: frm.doc, + method: "get_authorize_url", + callback : function(r) { + window.location.href = r.message; + } + }); + } + }, + after_save: function(frm){ + frm.trigger("login"); + } +}); diff --git a/erpnext/crm/doctype/twitter_settings/twitter_settings.json b/erpnext/crm/doctype/twitter_settings/twitter_settings.json new file mode 100644 index 00000000000..f92e7f04955 --- /dev/null +++ b/erpnext/crm/doctype/twitter_settings/twitter_settings.json @@ -0,0 +1,101 @@ +{ + "actions": [], + "creation": "2020-01-30 10:29:08.562108", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "account_name", + "profile_pic", + "oauth_details", + "consumer_key", + "column_break_5", + "consumer_secret", + "oauth_token", + "oauth_secret", + "session_status" + ], + "fields": [ + { + "fieldname": "account_name", + "fieldtype": "Data", + "label": "Account Name", + "read_only": 1 + }, + { + "fieldname": "oauth_details", + "fieldtype": "Section Break", + "label": "OAuth Credentials" + }, + { + "fieldname": "consumer_key", + "fieldtype": "Data", + "in_list_view": 1, + "label": "API Key", + "reqd": 1 + }, + { + "fieldname": "consumer_secret", + "fieldtype": "Password", + "in_list_view": 1, + "label": "API Secret Key", + "reqd": 1 + }, + { + "fieldname": "oauth_token", + "fieldtype": "Data", + "hidden": 1, + "label": "OAuth Token", + "read_only": 1 + }, + { + "fieldname": "oauth_secret", + "fieldtype": "Password", + "hidden": 1, + "label": "OAuth Token Secret", + "read_only": 1 + }, + { + "fieldname": "column_break_5", + "fieldtype": "Column Break" + }, + { + "fieldname": "profile_pic", + "fieldtype": "Attach Image", + "hidden": 1, + "read_only": 1 + }, + { + "fieldname": "session_status", + "fieldtype": "Select", + "hidden": 1, + "label": "Session Status", + "options": "Expired\nActive", + "read_only": 1 + } + ], + "image_field": "profile_pic", + "issingle": 1, + "links": [], + "modified": "2020-04-21 22:06:43.726798", + "modified_by": "Administrator", + "module": "CRM", + "name": "Twitter Settings", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "role": "System Manager", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/crm/doctype/twitter_settings/twitter_settings.py b/erpnext/crm/doctype/twitter_settings/twitter_settings.py new file mode 100644 index 00000000000..64f53b5eb05 --- /dev/null +++ b/erpnext/crm/doctype/twitter_settings/twitter_settings.py @@ -0,0 +1,98 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe, os, tweepy, json +from frappe import _ +from frappe.model.document import Document +from frappe.utils.file_manager import get_file_path +from frappe.utils import get_url_to_form, get_link_to_form +from tweepy.error import TweepError + +class TwitterSettings(Document): + def get_authorize_url(self): + callback_url = "{0}/?cmd=erpnext.crm.doctype.twitter_settings.twitter_settings.callback".format(frappe.utils.get_url()) + auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret"), callback_url) + + try: + redirect_url = auth.get_authorization_url() + return redirect_url + except: + frappe.msgprint(_("Error! Failed to get request token.")) + frappe.throw(_('Invalid {0} or {1}').format(frappe.bold("Consumer Key"), frappe.bold("Consumer Secret Key"))) + + + def get_access_token(self, oauth_token, oauth_verifier): + auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret")) + auth.request_token = { + 'oauth_token' : oauth_token, + 'oauth_token_secret' : oauth_verifier + } + + try: + auth.get_access_token(oauth_verifier) + api = self.get_api() + user = api.me() + profile_pic = (user._json["profile_image_url"]).replace("_normal","") + + frappe.db.set_value(self.doctype, self.name, { + "oauth_token" : auth.access_token, + "oauth_secret" : auth.access_token_secret, + "account_name" : user._json["screen_name"], + "profile_pic" : profile_pic, + "session_status" : "Active" + }) + + frappe.local.response["type"] = "redirect" + frappe.local.response["location"] = get_url_to_form("Twitter Settings","Twitter Settings") + except TweepError as e: + frappe.msgprint(_("Error! Failed to get access token.")) + frappe.throw(_('Invalid Consumer Key or Consumer Secret Key')) + + def get_api(self): + # authentication of consumer key and secret + auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret")) + # authentication of access token and secret + auth.set_access_token(self.oauth_token, self.get_password(fieldname="oauth_secret")) + + return tweepy.API(auth) + + def post(self, text, media=None): + if not media: + return self.send_tweet(text) + + if media: + media_id = self.upload_image(media) + return self.send_tweet(text, media_id) + + def upload_image(self, media): + media = get_file_path(media) + api = self.get_api() + media = api.media_upload(media) + + return media.media_id + + def send_tweet(self, text, media_id=None): + api = self.get_api() + try: + if media_id: + response = api.update_status(status = text, media_ids = [media_id]) + else: + response = api.update_status(status = text) + + return response + + except TweepError as e: + content = json.loads(e.response.content) + content = content["errors"][0] + if e.response.status_code == 401: + self.db_set("session_status", "Expired") + frappe.db.commit() + frappe.throw(content["message"],title="Twitter Error {0} {1}".format(e.response.status_code, e.response.reason)) + +@frappe.whitelist() +def callback(oauth_token, oauth_verifier): + twitter_settings = frappe.get_single("Twitter Settings") + twitter_settings.get_access_token(oauth_token,oauth_verifier) + frappe.db.commit() diff --git a/erpnext/education/desk_page/education/education.json b/erpnext/education/desk_page/education/education.json index bbd8ead43f9..fc2697f0d75 100644 --- a/erpnext/education/desk_page/education/education.json +++ b/erpnext/education/desk_page/education/education.json @@ -1,56 +1,69 @@ { "cards": [ { - "links": "[\n {\n \"label\": \"Student Attendance Tool\",\n \"name\": \"Student Attendance Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Result Tool\",\n \"name\": \"Assessment Result Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Group Creation Tool\",\n \"name\": \"Student Group Creation Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Program Enrollment Tool\",\n \"name\": \"Program Enrollment Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course Scheduling Tool\",\n \"name\": \"Course Scheduling Tool\",\n \"type\": \"doctype\"\n }\n]", - "title": "Tools" + "hidden": 0, + "label": "Tools", + "links": "[\n {\n \"label\": \"Student Attendance Tool\",\n \"name\": \"Student Attendance Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Result Tool\",\n \"name\": \"Assessment Result Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Group Creation Tool\",\n \"name\": \"Student Group Creation Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Program Enrollment Tool\",\n \"name\": \"Program Enrollment Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course Scheduling Tool\",\n \"name\": \"Course Scheduling Tool\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"Program Enrollment\"\n ],\n \"doctype\": \"Program Enrollment\",\n \"is_query_report\": true,\n \"label\": \"Student and Guardian Contact Details\",\n \"name\": \"Student and Guardian Contact Details\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Student Monthly Attendance Sheet\",\n \"name\": \"Student Monthly Attendance Sheet\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Fees\"\n ],\n \"doctype\": \"Fees\",\n \"is_query_report\": true,\n \"label\": \"Student Fee Collection\",\n \"name\": \"Student Fee Collection\",\n \"type\": \"report\"\n }\n]", - "title": "Other Reports" + "hidden": 0, + "label": "Other Reports", + "links": "[\n {\n \"dependencies\": [\n \"Program Enrollment\"\n ],\n \"doctype\": \"Program Enrollment\",\n \"is_query_report\": true,\n \"label\": \"Student and Guardian Contact Details\",\n \"name\": \"Student and Guardian Contact Details\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Student Monthly Attendance Sheet\",\n \"name\": \"Student Monthly Attendance Sheet\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Fees\"\n ],\n \"doctype\": \"Fees\",\n \"is_query_report\": true,\n \"label\": \"Student Fee Collection\",\n \"name\": \"Student Fee Collection\",\n \"type\": \"report\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Student Category\",\n \"name\": \"Student Category\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Batch Name\",\n \"name\": \"Student Batch Name\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Grading Scale\",\n \"name\": \"Grading Scale\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Academic Term\",\n \"name\": \"Academic Term\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Academic Year\",\n \"name\": \"Academic Year\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Education Settings\",\n \"name\": \"Education Settings\",\n \"type\": \"doctype\"\n }\n]", - "title": "Settings" + "hidden": 0, + "label": "Settings", + "links": "[\n {\n \"label\": \"Student Category\",\n \"name\": \"Student Category\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Batch Name\",\n \"name\": \"Student Batch Name\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Grading Scale\",\n \"name\": \"Grading Scale\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Academic Term\",\n \"name\": \"Academic Term\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Academic Year\",\n \"name\": \"Academic Year\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Education Settings\",\n \"name\": \"Education Settings\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Article\",\n \"name\": \"Article\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Video\",\n \"name\": \"Video\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quiz\",\n \"name\": \"Quiz\",\n \"type\": \"doctype\"\n }\n]", - "title": "Content Masters" + "hidden": 0, + "label": "Content Masters", + "links": "[\n {\n \"label\": \"Article\",\n \"name\": \"Article\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Video\",\n \"name\": \"Video\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quiz\",\n \"name\": \"Quiz\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Student Attendance\",\n \"name\": \"Student Attendance\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Leave Application\",\n \"name\": \"Student Leave Application\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Absent Student Report\",\n \"name\": \"Absent Student Report\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Student Batch-Wise Attendance\",\n \"name\": \"Student Batch-Wise Attendance\",\n \"type\": \"report\"\n }\n]", - "title": "Attendance" + "hidden": 0, + "label": "Attendance", + "links": "[\n {\n \"label\": \"Student Attendance\",\n \"name\": \"Student Attendance\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Leave Application\",\n \"name\": \"Student Leave Application\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Absent Student Report\",\n \"name\": \"Absent Student Report\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Student Batch-Wise Attendance\",\n \"name\": \"Student Batch-Wise Attendance\",\n \"type\": \"report\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Student Applicant\",\n \"name\": \"Student Applicant\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Admission\",\n \"name\": \"Student Admission\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Program Enrollment\",\n \"name\": \"Program Enrollment\",\n \"type\": \"doctype\"\n }\n]", - "title": "Admission" + "hidden": 0, + "label": "Admission", + "links": "[\n {\n \"label\": \"Student Applicant\",\n \"name\": \"Student Applicant\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Admission\",\n \"name\": \"Student Admission\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Program Enrollment\",\n \"name\": \"Program Enrollment\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Assessment Plan\",\n \"name\": \"Assessment Plan\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Group\",\n \"link\": \"Tree/Assessment Group\",\n \"name\": \"Assessment Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Result\",\n \"name\": \"Assessment Result\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Criteria\",\n \"name\": \"Assessment Criteria\",\n \"type\": \"doctype\"\n }\n]", - "title": "Assessment" + "hidden": 0, + "label": "Assessment", + "links": "[\n {\n \"label\": \"Assessment Plan\",\n \"name\": \"Assessment Plan\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Group\",\n \"link\": \"Tree/Assessment Group\",\n \"name\": \"Assessment Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Result\",\n \"name\": \"Assessment Result\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Criteria\",\n \"name\": \"Assessment Criteria\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Student\",\n \"name\": \"Student\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Guardian\",\n \"name\": \"Guardian\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Log\",\n \"name\": \"Student Log\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Group\",\n \"name\": \"Student Group\",\n \"type\": \"doctype\"\n }\n]", - "title": "Student" + "hidden": 0, + "label": "Student", + "links": "[\n {\n \"label\": \"Student\",\n \"name\": \"Student\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Guardian\",\n \"name\": \"Guardian\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Log\",\n \"name\": \"Student Log\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Group\",\n \"name\": \"Student Group\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Program\",\n \"name\": \"Program\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course\",\n \"name\": \"Course\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Topic\",\n \"name\": \"Topic\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Instructor\",\n \"name\": \"Instructor\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Room\",\n \"name\": \"Room\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "Masters" + "hidden": 0, + "label": "Masters", + "links": "[\n {\n \"label\": \"Program\",\n \"name\": \"Program\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course\",\n \"name\": \"Course\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Topic\",\n \"name\": \"Topic\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Instructor\",\n \"name\": \"Instructor\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Room\",\n \"name\": \"Room\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Course Enrollment\",\n \"name\": \"Course Enrollment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course Activity\",\n \"name\": \"Course Activity\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quiz Activity\",\n \"name\": \"Quiz Activity\",\n \"type\": \"doctype\"\n }\n]", - "title": "LMS Activity" + "hidden": 0, + "label": "LMS Activity", + "links": "[\n {\n \"label\": \"Course Enrollment\",\n \"name\": \"Course Enrollment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course Activity\",\n \"name\": \"Course Activity\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quiz Activity\",\n \"name\": \"Quiz Activity\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Course Schedule\",\n \"name\": \"Course Schedule\",\n \"route\": \"#List/Course Schedule/Calendar\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course Scheduling Tool\",\n \"name\": \"Course Scheduling Tool\",\n \"type\": \"doctype\"\n }\n]", - "title": "Schedule" + "hidden": 0, + "label": "Schedule", + "links": "[\n {\n \"label\": \"Course Schedule\",\n \"name\": \"Course Schedule\",\n \"route\": \"#List/Course Schedule/Calendar\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course Scheduling Tool\",\n \"name\": \"Course Scheduling Tool\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Fees\",\n \"name\": \"Fees\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fee Schedule\",\n \"name\": \"Fee Schedule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fee Structure\",\n \"name\": \"Fee Structure\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fee Category\",\n \"name\": \"Fee Category\",\n \"type\": \"doctype\"\n }\n]", - "title": "Fees" + "hidden": 0, + "label": "Fees", + "links": "[\n {\n \"label\": \"Fees\",\n \"name\": \"Fees\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fee Schedule\",\n \"name\": \"Fee Schedule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fee Structure\",\n \"name\": \"Fee Structure\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fee Category\",\n \"name\": \"Fee Category\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"Assessment Result\"\n ],\n \"doctype\": \"Assessment Result\",\n \"is_query_report\": true,\n \"label\": \"Course wise Assessment Report\",\n \"name\": \"Course wise Assessment Report\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Assessment Result\"\n ],\n \"doctype\": \"Assessment Result\",\n \"is_query_report\": true,\n \"label\": \"Final Assessment Grades\",\n \"name\": \"Final Assessment Grades\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Assessment Plan\"\n ],\n \"doctype\": \"Assessment Plan\",\n \"is_query_report\": true,\n \"label\": \"Assessment Plan Status\",\n \"name\": \"Assessment Plan Status\",\n \"type\": \"report\"\n },\n {\n \"label\": \"Student Report Generation Tool\",\n \"name\": \"Student Report Generation Tool\",\n \"type\": \"doctype\"\n }\n]", - "title": "Assessment Reports" + "hidden": 0, + "label": "Assessment Reports", + "links": "[\n {\n \"dependencies\": [\n \"Assessment Result\"\n ],\n \"doctype\": \"Assessment Result\",\n \"is_query_report\": true,\n \"label\": \"Course wise Assessment Report\",\n \"name\": \"Course wise Assessment Report\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Assessment Result\"\n ],\n \"doctype\": \"Assessment Result\",\n \"is_query_report\": true,\n \"label\": \"Final Assessment Grades\",\n \"name\": \"Final Assessment Grades\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Assessment Plan\"\n ],\n \"doctype\": \"Assessment Plan\",\n \"is_query_report\": true,\n \"label\": \"Assessment Plan Status\",\n \"name\": \"Assessment Plan Status\",\n \"type\": \"report\"\n },\n {\n \"label\": \"Student Report Generation Tool\",\n \"name\": \"Student Report Generation Tool\",\n \"type\": \"doctype\"\n }\n]" } ], "category": "Domains", @@ -64,7 +77,7 @@ "idx": 0, "is_standard": 1, "label": "Education", - "modified": "2020-03-12 16:30:37.217514", + "modified": "2020-04-01 11:28:51.011309", "modified_by": "Administrator", "module": "Education", "name": "Education", diff --git a/erpnext/education/report/student_and_guardian_contact_details/student_and_guardian_contact_details.py b/erpnext/education/report/student_and_guardian_contact_details/student_and_guardian_contact_details.py index c2ac0d7d7be..5bebd4385c6 100644 --- a/erpnext/education/report/student_and_guardian_contact_details/student_and_guardian_contact_details.py +++ b/erpnext/education/report/student_and_guardian_contact_details/student_and_guardian_contact_details.py @@ -14,7 +14,7 @@ def execute(filters=None): student_batch_name = filters.get("student_batch_name") columns = get_columns() - + program_enrollments = frappe.get_list("Program Enrollment", fields=["student", "student_name"], filters={"academic_year": academic_year, "program": program, "student_batch_name": student_batch_name}) @@ -46,9 +46,9 @@ def execute(filters=None): def get_columns(): columns = [ - _(" Group Roll No") + "::60", - _("Student ID") + ":Link/Student:90", - _("Student Name") + "::150", + _("Group Roll No") + "::60", + _("Student ID") + ":Link/Student:90", + _("Student Name") + "::150", _("Student Mobile No.") + "::110", _("Student Email ID") + "::125", _("Student Address") + "::175", @@ -84,10 +84,10 @@ def get_guardian_map(student_list): guardian_list = list(set([g.guardian for g in guardian_details])) or [''] - guardian_mobile_no = dict(frappe.db.sql("""select name, mobile_number from `tabGuardian` + guardian_mobile_no = dict(frappe.db.sql("""select name, mobile_number from `tabGuardian` where name in (%s)""" % ", ".join(['%s']*len(guardian_list)), tuple(guardian_list))) - guardian_email_id = dict(frappe.db.sql("""select name, email_address from `tabGuardian` + guardian_email_id = dict(frappe.db.sql("""select name, email_address from `tabGuardian` where name in (%s)""" % ", ".join(['%s']*len(guardian_list)), tuple(guardian_list))) for guardian in guardian_details: diff --git a/erpnext/erpnext_integrations/connectors/woocommerce_connection.py b/erpnext/erpnext_integrations/connectors/woocommerce_connection.py index 4422d23e380..618865200cf 100644 --- a/erpnext/erpnext_integrations/connectors/woocommerce_connection.py +++ b/erpnext/erpnext_integrations/connectors/woocommerce_connection.py @@ -144,6 +144,10 @@ def create_sales_order(order, woocommerce_settings, customer_name, sys_lang): def set_items_in_sales_order(new_sales_order, woocommerce_settings, order, sys_lang): company_abbr = frappe.db.get_value('Company', woocommerce_settings.company, 'abbr') + default_warehouse = _("Stores - {0}", sys_lang).format(company_abbr) + if not frappe.db.exists("Warehouse", default_warehouse): + frappe.throw(_("Please set Warehouse in Woocommerce Settings")) + for item in order.get("line_items"): woocomm_item_id = item.get("product_id") found_item = frappe.get_doc("Item", {"woocommerce_id": woocomm_item_id}) @@ -158,7 +162,7 @@ def set_items_in_sales_order(new_sales_order, woocommerce_settings, order, sys_l "uom": woocommerce_settings.uom or _("Nos", sys_lang), "qty": item.get("quantity"), "rate": item.get("price"), - "warehouse": woocommerce_settings.warehouse or _("Stores - {0}", sys_lang).format(company_abbr) + "warehouse": woocommerce_settings.warehouse or default_warehouse }) add_tax_details(new_sales_order, ordered_items_tax, "Ordered Item tax", woocommerce_settings.tax_account) diff --git a/erpnext/erpnext_integrations/custom/contact.json b/erpnext/erpnext_integrations/custom/contact.json new file mode 100644 index 00000000000..98a4bbc795b --- /dev/null +++ b/erpnext/erpnext_integrations/custom/contact.json @@ -0,0 +1,60 @@ +{ + "custom_fields": [ + { + "_assign": null, + "_comments": null, + "_liked_by": null, + "_user_tags": null, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "collapsible_depends_on": null, + "columns": 0, + "creation": "2019-12-02 11:00:03.432994", + "default": null, + "depends_on": null, + "description": null, + "docstatus": 0, + "dt": "Contact", + "fetch_from": null, + "fetch_if_empty": 0, + "fieldname": "is_billing_contact", + "fieldtype": "Check", + "hidden": 0, + "idx": 27, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "insert_after": "is_primary_contact", + "label": "Is Billing Contact", + "length": 0, + "modified": "2019-12-02 11:00:03.432994", + "modified_by": "Administrator", + "name": "Contact-is_billing_contact", + "no_copy": 0, + "options": null, + "owner": "Administrator", + "parent": null, + "parentfield": null, + "parenttype": null, + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "print_width": null, + "read_only": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "translatable": 0, + "unique": 0, + "width": null + } + ], + "custom_perms": [], + "doctype": "Contact", + "property_setters": [], + "sync_on_migrate": 1 +} \ No newline at end of file diff --git a/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_methods.py b/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_methods.py index 3bc8db5e78a..cc75a0afbe0 100644 --- a/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_methods.py +++ b/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_methods.py @@ -121,7 +121,7 @@ def call_mws_method(mws_method, *args, **kwargs): time.sleep(delay) continue - mws_settings.enable_synch = 0 + mws_settings.enable_sync = 0 mws_settings.save() frappe.throw(_("Sync has been temporarily disabled because maximum retries have been exceeded")) diff --git a/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_mws_api.py b/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_mws_api.py index 9925dc4a084..f713684d37c 100755 --- a/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_mws_api.py +++ b/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_mws_api.py @@ -39,16 +39,19 @@ __all__ = [ # for a list of the end points and marketplace IDs MARKETPLACES = { - "CA" : "https://mws.amazonservices.ca", #A2EUQ1WTGCTBG2 - "US" : "https://mws.amazonservices.com", #ATVPDKIKX0DER", - "DE" : "https://mws-eu.amazonservices.com", #A1PA6795UKMFR9 - "ES" : "https://mws-eu.amazonservices.com", #A1RKKUPIHCS9HS - "FR" : "https://mws-eu.amazonservices.com", #A13V1IB3VIYZZH - "IN" : "https://mws.amazonservices.in", #A21TJRUUN4KGV - "IT" : "https://mws-eu.amazonservices.com", #APJ6JRA9NG5V4 - "UK" : "https://mws-eu.amazonservices.com", #A1F83G8C2ARO7P - "JP" : "https://mws.amazonservices.jp", #A1VC38T7YXB528 - "CN" : "https://mws.amazonservices.com.cn", #AAHKV2X7AFYLW + "CA": "https://mws.amazonservices.ca", #A2EUQ1WTGCTBG2 + "US": "https://mws.amazonservices.com", #ATVPDKIKX0DER", + "DE": "https://mws-eu.amazonservices.com", #A1PA6795UKMFR9 + "ES": "https://mws-eu.amazonservices.com", #A1RKKUPIHCS9HS + "FR": "https://mws-eu.amazonservices.com", #A13V1IB3VIYZZH + "IN": "https://mws.amazonservices.in", #A21TJRUUN4KGV + "IT": "https://mws-eu.amazonservices.com", #APJ6JRA9NG5V4 + "UK": "https://mws-eu.amazonservices.com", #A1F83G8C2ARO7P + "JP": "https://mws.amazonservices.jp", #A1VC38T7YXB528 + "CN": "https://mws.amazonservices.com.cn", #AAHKV2X7AFYLW + "AE": " https://mws.amazonservices.ae", #A2VIGQ35RCS4UG + "MX": "https://mws.amazonservices.com.mx", #A1AM78C64UM0Y8 + "BR": "https://mws.amazonservices.com", #A2Q3Y263D00KWC } diff --git a/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_mws_settings.json b/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_mws_settings.json index 607ca4fe1de..5a678e77d16 100644 --- a/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_mws_settings.json +++ b/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_mws_settings.json @@ -1,974 +1,237 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "autoname": "", - "beta": 0, - "creation": "2018-07-31 05:51:41.357047", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "creation": "2018-07-31 05:51:41.357047", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "enable_amazon", + "mws_credentials", + "seller_id", + "aws_access_key_id", + "mws_auth_token", + "secret_key", + "column_break_4", + "market_place_id", + "region", + "domain", + "section_break_13", + "company", + "warehouse", + "item_group", + "price_list", + "column_break_17", + "customer_group", + "territory", + "customer_type", + "market_place_account_group", + "section_break_12", + "after_date", + "taxes_charges", + "sync_products", + "sync_orders", + "column_break_10", + "enable_sync", + "max_retry_limit" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "enable_amazon", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Enable Amazon", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "enable_amazon", + "fieldtype": "Check", + "label": "Enable Amazon" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "collapsible_depends_on": "", - "columns": 0, - "fieldname": "mws_credentials", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "MWS Credentials", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "mws_credentials", + "fieldtype": "Section Break", + "label": "MWS Credentials" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "seller_id", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Seller ID", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - 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"in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "description": "Always sync your products from Amazon MWS before synching the Orders details", + "fieldname": "sync_products", + "fieldtype": "Button", + "label": "Sync Products", + "options": "get_products_details" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "", - "description": "Check this to enable a scheduled Daily synchronization routine via scheduler", - "fieldname": "enable_synch", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Enable Scheduled Synch", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "description": "Click this button to pull your Sales Order data from Amazon MWS.", + "fieldname": "sync_orders", + "fieldtype": "Button", + "label": "Sync Orders", + "options": "get_order_details" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "3", - "fieldname": "max_retry_limit", - "fieldtype": "Int", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Max Retry Limit", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "default": "0", + "description": "Check this to enable a scheduled Daily synchronization routine via scheduler", + "fieldname": "enable_sync", + "fieldtype": "Check", + "label": "Enable Scheduled Sync" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 1, - "istable": 0, - "max_attachments": 0, - "modified": "2018-09-07 16:45:44.439834", - "modified_by": "Administrator", - "module": "ERPNext Integrations", - "name": "Amazon MWS Settings", - "name_case": "", - "owner": "Administrator", + ], + "issingle": 1, + "links": [], + "modified": "2020-04-07 14:26:20.174848", + "modified_by": "Administrator", + "module": "ERPNext Integrations", + "name": "Amazon MWS Settings", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 0, - "role": "System Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "role": "System Manager", + "share": 1, "write": 1 } - ], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_mws_settings.py b/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_mws_settings.py index c222afbb6c1..899b7ffe13d 100644 --- a/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_mws_settings.py +++ b/erpnext/erpnext_integrations/doctype/amazon_mws_settings/amazon_mws_settings.py @@ -7,14 +7,15 @@ import frappe from frappe.model.document import Document import dateutil from frappe.custom.doctype.custom_field.custom_field import create_custom_fields +from erpnext.erpnext_integrations.doctype.amazon_mws_settings.amazon_methods import get_orders class AmazonMWSSettings(Document): def validate(self): if self.enable_amazon == 1: - self.enable_synch = 1 + self.enable_sync = 1 setup_custom_fields() else: - self.enable_synch = 0 + self.enable_sync = 0 def get_products_details(self): if self.enable_amazon == 1: @@ -27,7 +28,7 @@ class AmazonMWSSettings(Document): def schedule_get_order_details(): mws_settings = frappe.get_doc("Amazon MWS Settings") - if mws_settings.enable_synch and mws_settings.enable_amazon: + if mws_settings.enable_sync and mws_settings.enable_amazon: after_date = dateutil.parser.parse(mws_settings.after_date).strftime("%Y-%m-%d") get_orders(after_date = after_date) diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py index 7083950c56f..b4a5bd11a04 100644 --- a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py +++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py @@ -67,11 +67,11 @@ def add_bank_accounts(response, bank, company): frappe.throw(_("Please setup a default bank account for company {0}").format(company)) for account in response["accounts"]: - acc_type = frappe.db.get_value("Account Type", account["type"]) + acc_type = frappe.db.get_value("Bank Account Type", account["type"]) if not acc_type: add_account_type(account["type"]) - acc_subtype = frappe.db.get_value("Account Subtype", account["subtype"]) + acc_subtype = frappe.db.get_value("Bank Account Subtype", account["subtype"]) if not acc_subtype: add_account_subtype(account["subtype"]) @@ -106,7 +106,7 @@ def add_bank_accounts(response, bank, company): def add_account_type(account_type): try: frappe.get_doc({ - "doctype": "Account Type", + "doctype": "Bank Account Type", "account_type": account_type }).insert() except Exception: @@ -116,7 +116,7 @@ def add_account_type(account_type): def add_account_subtype(account_subtype): try: frappe.get_doc({ - "doctype": "Account Subtype", + "doctype": "Bank Account Subtype", "account_subtype": account_subtype }).insert() except Exception: diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.py b/erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.py index 29e8fa4fec8..1a063d6b6f8 100644 --- a/erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.py +++ b/erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.py @@ -23,11 +23,11 @@ class TestPlaidSettings(unittest.TestCase): for ba in frappe.get_all("Bank Account"): frappe.get_doc("Bank Account", ba.name).delete() - for at in frappe.get_all("Account Type"): - frappe.get_doc("Account Type", at.name).delete() + for at in frappe.get_all("Bank Account Type"): + frappe.get_doc("Bank Account Type", at.name).delete() - for ast in frappe.get_all("Account Subtype"): - frappe.get_doc("Account Subtype", ast.name).delete() + for ast in frappe.get_all("Bank Account Subtype"): + frappe.get_doc("Bank Account Subtype", ast.name).delete() def test_plaid_disabled(self): frappe.db.set_value("Plaid Settings", None, "enabled", 0) @@ -35,11 +35,11 @@ class TestPlaidSettings(unittest.TestCase): def test_add_account_type(self): add_account_type("brokerage") - self.assertEqual(frappe.get_doc("Account Type", "brokerage").name, "brokerage") + self.assertEqual(frappe.get_doc("Bank Account Type", "brokerage").name, "brokerage") def test_add_account_subtype(self): add_account_subtype("loan") - self.assertEqual(frappe.get_doc("Account Subtype", "loan").name, "loan") + self.assertEqual(frappe.get_doc("Bank Account Subtype", "loan").name, "loan") def test_default_bank_account(self): if not frappe.db.exists("Bank", "Citi"): diff --git a/erpnext/erpnext_integrations/doctype/tally_migration/tally_migration.js b/erpnext/erpnext_integrations/doctype/tally_migration/tally_migration.js index 104ac570c69..d84c8234efa 100644 --- a/erpnext/erpnext_integrations/doctype/tally_migration/tally_migration.js +++ b/erpnext/erpnext_integrations/doctype/tally_migration/tally_migration.js @@ -2,15 +2,40 @@ // For license information, please see license.txt frappe.ui.form.on('Tally Migration', { - onload: function(frm) { + onload: function (frm) { + let reload_status = true; frappe.realtime.on("tally_migration_progress_update", function (data) { + if (reload_status) { + frappe.model.with_doc(frm.doc.doctype, frm.doc.name, () => { + frm.refresh_header(); + }); + reload_status = false; + } frm.dashboard.show_progress(data.title, (data.count / data.total) * 100, data.message); - if (data.count == data.total) { - window.setTimeout(title => frm.dashboard.hide_progress(title), 1500, data.title); + let error_occurred = data.count === -1; + if (data.count == data.total || error_occurred) { + window.setTimeout((title) => { + frm.dashboard.hide_progress(title); + frm.reload_doc(); + if (error_occurred) { + frappe.msgprint({ + message: __("An error has occurred during {0}. Check {1} for more details", + [ + repl("%(tally_document)s", { + tally_document: frm.docname + }), + "Error Log" + ] + ), + title: __("Tally Migration Error"), + indicator: "red" + }); + } + }, 2000, data.title); } }); }, - refresh: function(frm) { + refresh: function (frm) { if (frm.doc.master_data && !frm.doc.is_master_data_imported) { if (frm.doc.is_master_data_processed) { if (frm.doc.status != "Importing Master Data") { @@ -34,17 +59,17 @@ frappe.ui.form.on('Tally Migration', { } } }, - add_button: function(frm, label, method) { + add_button: function (frm, label, method) { frm.add_custom_button( label, - () => frm.call({ - doc: frm.doc, - method: method, - freeze: true, - callback: () => { - frm.remove_custom_button(label); - } - }) + () => { + frm.call({ + doc: frm.doc, + method: method, + freeze: true + }); + frm.reload_doc(); + } ); } }); diff --git a/erpnext/erpnext_integrations/doctype/tally_migration/tally_migration.json b/erpnext/erpnext_integrations/doctype/tally_migration/tally_migration.json index 26415caf8d3..dc6f093ac9d 100644 --- a/erpnext/erpnext_integrations/doctype/tally_migration/tally_migration.json +++ b/erpnext/erpnext_integrations/doctype/tally_migration/tally_migration.json @@ -1,4 +1,5 @@ { + "actions": [], "beta": 1, "creation": "2019-02-01 14:27:09.485238", "doctype": "DocType", @@ -14,6 +15,7 @@ "tally_debtors_account", "company_section", "tally_company", + "default_uom", "column_break_8", "erpnext_company", "processed_files_section", @@ -43,6 +45,7 @@ "label": "Status" }, { + "description": "Data exported from Tally that consists of the Chart of Accounts, Customers, Suppliers, Addresses, Items and UOMs", "fieldname": "master_data", "fieldtype": "Attach", "in_list_view": 1, @@ -50,6 +53,7 @@ }, { "default": "Sundry Creditors", + "description": "Creditors Account set in Tally", "fieldname": "tally_creditors_account", "fieldtype": "Data", "label": "Tally Creditors Account", @@ -61,6 +65,7 @@ }, { "default": "Sundry Debtors", + "description": "Debtors Account set in Tally", "fieldname": "tally_debtors_account", "fieldtype": "Data", "label": "Tally Debtors Account", @@ -72,6 +77,7 @@ "fieldtype": "Section Break" }, { + "description": "Company Name as per Imported Tally Data", "fieldname": "tally_company", "fieldtype": "Data", "label": "Tally Company", @@ -82,9 +88,11 @@ "fieldtype": "Column Break" }, { + "description": "Your Company set in ERPNext", "fieldname": "erpnext_company", "fieldtype": "Data", - "label": "ERPNext Company" + "label": "ERPNext Company", + "read_only_depends_on": "eval:doc.is_master_data_processed == 1" }, { "fieldname": "processed_files_section", @@ -155,24 +163,28 @@ "options": "Cost Center" }, { + "default": "0", "fieldname": "is_master_data_processed", "fieldtype": "Check", "label": "Is Master Data Processed", "read_only": 1 }, { + "default": "0", "fieldname": "is_day_book_data_processed", "fieldtype": "Check", "label": "Is Day Book Data Processed", "read_only": 1 }, { + "default": "0", "fieldname": "is_day_book_data_imported", "fieldtype": "Check", "label": "Is Day Book Data Imported", "read_only": 1 }, { + "default": "0", "fieldname": "is_master_data_imported", "fieldtype": "Check", "label": "Is Master Data Imported", @@ -188,13 +200,23 @@ "fieldtype": "Column Break" }, { + "description": "Day Book Data exported from Tally that consists of all historic transactions", "fieldname": "day_book_data", "fieldtype": "Attach", "in_list_view": 1, "label": "Day Book Data" + }, + { + "default": "Unit", + "description": "UOM in case unspecified in imported data", + "fieldname": "default_uom", + "fieldtype": "Link", + "label": "Default UOM", + "options": "UOM" } ], - "modified": "2019-04-29 05:46:54.394967", + "links": [], + "modified": "2020-04-16 13:03:28.894919", "modified_by": "Administrator", "module": "ERPNext Integrations", "name": "Tally Migration", diff --git a/erpnext/erpnext_integrations/doctype/tally_migration/tally_migration.py b/erpnext/erpnext_integrations/doctype/tally_migration/tally_migration.py index 01eee5b61f2..13474e19ee1 100644 --- a/erpnext/erpnext_integrations/doctype/tally_migration/tally_migration.py +++ b/erpnext/erpnext_integrations/doctype/tally_migration/tally_migration.py @@ -4,20 +4,23 @@ from __future__ import unicode_literals -from decimal import Decimal import json import re import traceback import zipfile +from decimal import Decimal + +from bs4 import BeautifulSoup as bs + import frappe +from erpnext import encode_company_abbr +from erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts import create_charts from frappe import _ from frappe.custom.doctype.custom_field.custom_field import create_custom_field from frappe.model.document import Document from frappe.model.naming import getseries, revert_series_if_last from frappe.utils.data import format_datetime -from bs4 import BeautifulSoup as bs -from erpnext import encode_company_abbr -from erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts import create_charts + PRIMARY_ACCOUNT = "Primary" VOUCHER_CHUNK_SIZE = 500 @@ -39,13 +42,15 @@ class TallyMigration(Document): return string master_file = frappe.get_doc("File", {"file_url": data_file}) + master_file_path = master_file.get_full_path() - with zipfile.ZipFile(master_file.get_full_path()) as zf: - encoded_content = zf.read(zf.namelist()[0]) - try: - content = encoded_content.decode("utf-8-sig") - except UnicodeDecodeError: - content = encoded_content.decode("utf-16") + if zipfile.is_zipfile(master_file_path): + with zipfile.ZipFile(master_file_path) as zf: + encoded_content = zf.read(zf.namelist()[0]) + try: + content = encoded_content.decode("utf-8-sig") + except UnicodeDecodeError: + content = encoded_content.decode("utf-16") master = bs(sanitize(emptify(content)), "xml") collection = master.BODY.IMPORTDATA.REQUESTDATA @@ -58,13 +63,14 @@ class TallyMigration(Document): "file_name": key + ".json", "attached_to_doctype": self.doctype, "attached_to_name": self.name, - "content": json.dumps(value) + "content": json.dumps(value), + "is_private": True }).insert() setattr(self, key, f.file_url) def _process_master_data(self): def get_company_name(collection): - return collection.find_all("REMOTECMPINFO.LIST")[0].REMOTECMPNAME.string + return collection.find_all("REMOTECMPINFO.LIST")[0].REMOTECMPNAME.string.strip() def get_coa_customers_suppliers(collection): root_type_map = { @@ -97,17 +103,17 @@ class TallyMigration(Document): # If Ledger doesn't have PARENT field then don't create Account # For example "Profit & Loss A/c" if account.PARENT: - yield account.PARENT.string, account["NAME"], 0 + yield account.PARENT.string.strip(), account["NAME"], 0 def get_parent(account): if account.PARENT: - return account.PARENT.string + return account.PARENT.string.strip() return { ("Yes", "No"): "Application of Funds (Assets)", ("Yes", "Yes"): "Expenses", ("No", "Yes"): "Income", ("No", "No"): "Source of Funds (Liabilities)", - }[(account.ISDEEMEDPOSITIVE.string, account.ISREVENUE.string)] + }[(account.ISDEEMEDPOSITIVE.string.strip(), account.ISREVENUE.string.strip())] def get_children_and_parent_dict(accounts): children, parents = {}, {} @@ -145,38 +151,38 @@ class TallyMigration(Document): parties, addresses = [], [] for account in collection.find_all("LEDGER"): party_type = None - if account.NAME.string in customers: + if account.NAME.string.strip() in customers: party_type = "Customer" parties.append({ "doctype": party_type, - "customer_name": account.NAME.string, - "tax_id": account.INCOMETAXNUMBER.string if account.INCOMETAXNUMBER else None, + "customer_name": account.NAME.string.strip(), + "tax_id": account.INCOMETAXNUMBER.string.strip() if account.INCOMETAXNUMBER else None, "customer_group": "All Customer Groups", "territory": "All Territories", "customer_type": "Individual", }) - elif account.NAME.string in suppliers: + elif account.NAME.string.strip() in suppliers: party_type = "Supplier" parties.append({ "doctype": party_type, - "supplier_name": account.NAME.string, - "pan": account.INCOMETAXNUMBER.string if account.INCOMETAXNUMBER else None, + "supplier_name": account.NAME.string.strip(), + "pan": account.INCOMETAXNUMBER.string.strip() if account.INCOMETAXNUMBER else None, "supplier_group": "All Supplier Groups", "supplier_type": "Individual", }) if party_type: - address = "\n".join([a.string for a in account.find_all("ADDRESS")]) + address = "\n".join([a.string.strip() for a in account.find_all("ADDRESS")]) addresses.append({ "doctype": "Address", "address_line1": address[:140].strip(), "address_line2": address[140:].strip(), - "country": account.COUNTRYNAME.string if account.COUNTRYNAME else None, - "state": account.LEDSTATENAME.string if account.LEDSTATENAME else None, - "gst_state": account.LEDSTATENAME.string if account.LEDSTATENAME else None, - "pin_code": account.PINCODE.string if account.PINCODE else None, - "mobile": account.LEDGERPHONE.string if account.LEDGERPHONE else None, - "phone": account.LEDGERPHONE.string if account.LEDGERPHONE else None, - "gstin": account.PARTYGSTIN.string if account.PARTYGSTIN else None, + "country": account.COUNTRYNAME.string.strip() if account.COUNTRYNAME else None, + "state": account.LEDSTATENAME.string.strip() if account.LEDSTATENAME else None, + "gst_state": account.LEDSTATENAME.string.strip() if account.LEDSTATENAME else None, + "pin_code": account.PINCODE.string.strip() if account.PINCODE else None, + "mobile": account.LEDGERPHONE.string.strip() if account.LEDGERPHONE else None, + "phone": account.LEDGERPHONE.string.strip() if account.LEDGERPHONE else None, + "gstin": account.PARTYGSTIN.string.strip() if account.PARTYGSTIN else None, "links": [{"link_doctype": party_type, "link_name": account["NAME"]}], }) return parties, addresses @@ -184,41 +190,50 @@ class TallyMigration(Document): def get_stock_items_uoms(collection): uoms = [] for uom in collection.find_all("UNIT"): - uoms.append({"doctype": "UOM", "uom_name": uom.NAME.string}) + uoms.append({"doctype": "UOM", "uom_name": uom.NAME.string.strip()}) items = [] for item in collection.find_all("STOCKITEM"): + stock_uom = item.BASEUNITS.string.strip() if item.BASEUNITS else self.default_uom items.append({ "doctype": "Item", - "item_code" : item.NAME.string, - "stock_uom": item.BASEUNITS.string, + "item_code" : item.NAME.string.strip(), + "stock_uom": stock_uom.strip(), "is_stock_item": 0, "item_group": "All Item Groups", "item_defaults": [{"company": self.erpnext_company}] }) + return items, uoms + try: + self.publish("Process Master Data", _("Reading Uploaded File"), 1, 5) + collection = self.get_collection(self.master_data) + company = get_company_name(collection) + self.tally_company = company + self.erpnext_company = company - self.publish("Process Master Data", _("Reading Uploaded File"), 1, 5) - collection = self.get_collection(self.master_data) + self.publish("Process Master Data", _("Processing Chart of Accounts and Parties"), 2, 5) + chart_of_accounts, customers, suppliers = get_coa_customers_suppliers(collection) - company = get_company_name(collection) - self.tally_company = company - self.erpnext_company = company + self.publish("Process Master Data", _("Processing Party Addresses"), 3, 5) + parties, addresses = get_parties_addresses(collection, customers, suppliers) - self.publish("Process Master Data", _("Processing Chart of Accounts and Parties"), 2, 5) - chart_of_accounts, customers, suppliers = get_coa_customers_suppliers(collection) - self.publish("Process Master Data", _("Processing Party Addresses"), 3, 5) - parties, addresses = get_parties_addresses(collection, customers, suppliers) - self.publish("Process Master Data", _("Processing Items and UOMs"), 4, 5) - items, uoms = get_stock_items_uoms(collection) - data = {"chart_of_accounts": chart_of_accounts, "parties": parties, "addresses": addresses, "items": items, "uoms": uoms} - self.publish("Process Master Data", _("Done"), 5, 5) + self.publish("Process Master Data", _("Processing Items and UOMs"), 4, 5) + items, uoms = get_stock_items_uoms(collection) + data = {"chart_of_accounts": chart_of_accounts, "parties": parties, "addresses": addresses, "items": items, "uoms": uoms} - self.dump_processed_data(data) - self.is_master_data_processed = 1 - self.status = "" - self.save() + self.publish("Process Master Data", _("Done"), 5, 5) + self.dump_processed_data(data) + + self.is_master_data_processed = 1 + + except: + self.publish("Process Master Data", _("Process Failed"), -1, 5) + self.log() + + finally: + self.set_status() def publish(self, title, message, count, total): frappe.publish_realtime("tally_migration_progress_update", {"title": title, "message": message, "count": count, "total": total}) @@ -256,7 +271,6 @@ class TallyMigration(Document): except: self.log(address) - def create_items_uoms(items_file_url, uoms_file_url): uoms_file = frappe.get_doc("File", {"file_url": uoms_file_url}) for uom in json.loads(uoms_file.get_content()): @@ -273,25 +287,35 @@ class TallyMigration(Document): except: self.log(item) - self.publish("Import Master Data", _("Creating Company and Importing Chart of Accounts"), 1, 4) - create_company_and_coa(self.chart_of_accounts) - self.publish("Import Master Data", _("Importing Parties and Addresses"), 2, 4) - create_parties_and_addresses(self.parties, self.addresses) - self.publish("Import Master Data", _("Importing Items and UOMs"), 3, 4) - create_items_uoms(self.items, self.uoms) - self.publish("Import Master Data", _("Done"), 4, 4) - self.status = "" - self.is_master_data_imported = 1 - self.save() + try: + self.publish("Import Master Data", _("Creating Company and Importing Chart of Accounts"), 1, 4) + create_company_and_coa(self.chart_of_accounts) + + self.publish("Import Master Data", _("Importing Parties and Addresses"), 2, 4) + create_parties_and_addresses(self.parties, self.addresses) + + self.publish("Import Master Data", _("Importing Items and UOMs"), 3, 4) + create_items_uoms(self.items, self.uoms) + + self.publish("Import Master Data", _("Done"), 4, 4) + + self.is_master_data_imported = 1 + + except: + self.publish("Import Master Data", _("Process Failed"), -1, 5) + self.log() + + finally: + self.set_status() def _process_day_book_data(self): def get_vouchers(collection): vouchers = [] for voucher in collection.find_all("VOUCHER"): - if voucher.ISCANCELLED.string == "Yes": + if voucher.ISCANCELLED.string.strip() == "Yes": continue inventory_entries = voucher.find_all("INVENTORYENTRIES.LIST") + voucher.find_all("ALLINVENTORYENTRIES.LIST") + voucher.find_all("INVENTORYENTRIESIN.LIST") + voucher.find_all("INVENTORYENTRIESOUT.LIST") - if voucher.VOUCHERTYPENAME.string not in ["Journal", "Receipt", "Payment", "Contra"] and inventory_entries: + if voucher.VOUCHERTYPENAME.string.strip() not in ["Journal", "Receipt", "Payment", "Contra"] and inventory_entries: function = voucher_to_invoice else: function = voucher_to_journal_entry @@ -307,15 +331,15 @@ class TallyMigration(Document): accounts = [] ledger_entries = voucher.find_all("ALLLEDGERENTRIES.LIST") + voucher.find_all("LEDGERENTRIES.LIST") for entry in ledger_entries: - account = {"account": encode_company_abbr(entry.LEDGERNAME.string, self.erpnext_company), "cost_center": self.default_cost_center} - if entry.ISPARTYLEDGER.string == "Yes": - party_details = get_party(entry.LEDGERNAME.string) + account = {"account": encode_company_abbr(entry.LEDGERNAME.string.strip(), self.erpnext_company), "cost_center": self.default_cost_center} + if entry.ISPARTYLEDGER.string.strip() == "Yes": + party_details = get_party(entry.LEDGERNAME.string.strip()) if party_details: party_type, party_account = party_details account["party_type"] = party_type account["account"] = party_account - account["party"] = entry.LEDGERNAME.string - amount = Decimal(entry.AMOUNT.string) + account["party"] = entry.LEDGERNAME.string.strip() + amount = Decimal(entry.AMOUNT.string.strip()) if amount > 0: account["credit_in_account_currency"] = str(abs(amount)) else: @@ -324,21 +348,21 @@ class TallyMigration(Document): journal_entry = { "doctype": "Journal Entry", - "tally_guid": voucher.GUID.string, - "posting_date": voucher.DATE.string, + "tally_guid": voucher.GUID.string.strip(), + "posting_date": voucher.DATE.string.strip(), "company": self.erpnext_company, "accounts": accounts, } return journal_entry def voucher_to_invoice(voucher): - if voucher.VOUCHERTYPENAME.string in ["Sales", "Credit Note"]: + if voucher.VOUCHERTYPENAME.string.strip() in ["Sales", "Credit Note"]: doctype = "Sales Invoice" party_field = "customer" account_field = "debit_to" account_name = encode_company_abbr(self.tally_debtors_account, self.erpnext_company) price_list_field = "selling_price_list" - elif voucher.VOUCHERTYPENAME.string in ["Purchase", "Debit Note"]: + elif voucher.VOUCHERTYPENAME.string.strip() in ["Purchase", "Debit Note"]: doctype = "Purchase Invoice" party_field = "supplier" account_field = "credit_to" @@ -351,10 +375,10 @@ class TallyMigration(Document): invoice = { "doctype": doctype, - party_field: voucher.PARTYNAME.string, - "tally_guid": voucher.GUID.string, - "posting_date": voucher.DATE.string, - "due_date": voucher.DATE.string, + party_field: voucher.PARTYNAME.string.strip(), + "tally_guid": voucher.GUID.string.strip(), + "posting_date": voucher.DATE.string.strip(), + "due_date": voucher.DATE.string.strip(), "items": get_voucher_items(voucher, doctype), "taxes": get_voucher_taxes(voucher), account_field: account_name, @@ -375,15 +399,15 @@ class TallyMigration(Document): for entry in inventory_entries: qty, uom = entry.ACTUALQTY.string.strip().split() items.append({ - "item_code": entry.STOCKITEMNAME.string, - "description": entry.STOCKITEMNAME.string, + "item_code": entry.STOCKITEMNAME.string.strip(), + "description": entry.STOCKITEMNAME.string.strip(), "qty": qty.strip(), "uom": uom.strip(), "conversion_factor": 1, - "price_list_rate": entry.RATE.string.split("/")[0], + "price_list_rate": entry.RATE.string.strip().split("/")[0], "cost_center": self.default_cost_center, "warehouse": self.default_warehouse, - account_field: encode_company_abbr(entry.find_all("ACCOUNTINGALLOCATIONS.LIST")[0].LEDGERNAME.string, self.erpnext_company), + account_field: encode_company_abbr(entry.find_all("ACCOUNTINGALLOCATIONS.LIST")[0].LEDGERNAME.string.strip(), self.erpnext_company), }) return items @@ -391,13 +415,13 @@ class TallyMigration(Document): ledger_entries = voucher.find_all("ALLLEDGERENTRIES.LIST") + voucher.find_all("LEDGERENTRIES.LIST") taxes = [] for entry in ledger_entries: - if entry.ISPARTYLEDGER.string == "No": - tax_account = encode_company_abbr(entry.LEDGERNAME.string, self.erpnext_company) + if entry.ISPARTYLEDGER.string.strip() == "No": + tax_account = encode_company_abbr(entry.LEDGERNAME.string.strip(), self.erpnext_company) taxes.append({ "charge_type": "Actual", "account_head": tax_account, "description": tax_account, - "tax_amount": entry.AMOUNT.string, + "tax_amount": entry.AMOUNT.string.strip(), "cost_center": self.default_cost_center, }) return taxes @@ -408,15 +432,24 @@ class TallyMigration(Document): elif frappe.db.exists({"doctype": "Customer", "customer_name": party}): return "Customer", encode_company_abbr(self.tally_debtors_account, self.erpnext_company) - self.publish("Process Day Book Data", _("Reading Uploaded File"), 1, 3) - collection = self.get_collection(self.day_book_data) - self.publish("Process Day Book Data", _("Processing Vouchers"), 2, 3) - vouchers = get_vouchers(collection) - self.publish("Process Day Book Data", _("Done"), 3, 3) - self.dump_processed_data({"vouchers": vouchers}) - self.status = "" - self.is_day_book_data_processed = 1 - self.save() + try: + self.publish("Process Day Book Data", _("Reading Uploaded File"), 1, 3) + collection = self.get_collection(self.day_book_data) + + self.publish("Process Day Book Data", _("Processing Vouchers"), 2, 3) + vouchers = get_vouchers(collection) + + self.publish("Process Day Book Data", _("Done"), 3, 3) + self.dump_processed_data({"vouchers": vouchers}) + + self.is_day_book_data_processed = 1 + + except: + self.publish("Process Day Book Data", _("Process Failed"), -1, 5) + self.log() + + finally: + self.set_status() def _import_day_book_data(self): def create_fiscal_years(vouchers): @@ -454,23 +487,31 @@ class TallyMigration(Document): "currency": "INR" }).insert() - frappe.db.set_value("Account", encode_company_abbr(self.tally_creditors_account, self.erpnext_company), "account_type", "Payable") - frappe.db.set_value("Account", encode_company_abbr(self.tally_debtors_account, self.erpnext_company), "account_type", "Receivable") - frappe.db.set_value("Company", self.erpnext_company, "round_off_account", self.round_off_account) + try: + frappe.db.set_value("Account", encode_company_abbr(self.tally_creditors_account, self.erpnext_company), "account_type", "Payable") + frappe.db.set_value("Account", encode_company_abbr(self.tally_debtors_account, self.erpnext_company), "account_type", "Receivable") + frappe.db.set_value("Company", self.erpnext_company, "round_off_account", self.round_off_account) - vouchers_file = frappe.get_doc("File", {"file_url": self.vouchers}) - vouchers = json.loads(vouchers_file.get_content()) + vouchers_file = frappe.get_doc("File", {"file_url": self.vouchers}) + vouchers = json.loads(vouchers_file.get_content()) - create_fiscal_years(vouchers) - create_price_list() - create_custom_fields(["Journal Entry", "Purchase Invoice", "Sales Invoice"]) + create_fiscal_years(vouchers) + create_price_list() + create_custom_fields(["Journal Entry", "Purchase Invoice", "Sales Invoice"]) - total = len(vouchers) - is_last = False - for index in range(0, total, VOUCHER_CHUNK_SIZE): - if index + VOUCHER_CHUNK_SIZE >= total: - is_last = True - frappe.enqueue_doc(self.doctype, self.name, "_import_vouchers", queue="long", timeout=3600, start=index+1, total=total, is_last=is_last) + total = len(vouchers) + is_last = False + + for index in range(0, total, VOUCHER_CHUNK_SIZE): + if index + VOUCHER_CHUNK_SIZE >= total: + is_last = True + frappe.enqueue_doc(self.doctype, self.name, "_import_vouchers", queue="long", timeout=3600, start=index+1, total=total, is_last=is_last) + + except: + self.log() + + finally: + self.set_status() def _import_vouchers(self, start, total, is_last=False): frappe.flags.in_migrate = True @@ -494,25 +535,26 @@ class TallyMigration(Document): frappe.flags.in_migrate = False def process_master_data(self): - self.status = "Processing Master Data" - self.save() + self.set_status("Processing Master Data") frappe.enqueue_doc(self.doctype, self.name, "_process_master_data", queue="long", timeout=3600) def import_master_data(self): - self.status = "Importing Master Data" - self.save() + self.set_status("Importing Master Data") frappe.enqueue_doc(self.doctype, self.name, "_import_master_data", queue="long", timeout=3600) def process_day_book_data(self): - self.status = "Processing Day Book Data" - self.save() + self.set_status("Processing Day Book Data") frappe.enqueue_doc(self.doctype, self.name, "_process_day_book_data", queue="long", timeout=3600) def import_day_book_data(self): - self.status = "Importing Day Book Data" - self.save() + self.set_status("Importing Day Book Data") frappe.enqueue_doc(self.doctype, self.name, "_import_day_book_data", queue="long", timeout=3600) def log(self, data=None): - message = "\n".join(["Data", json.dumps(data, default=str, indent=4), "Exception", traceback.format_exc()]) + data = data or self.status + message = "\n".join(["Data:", json.dumps(data, default=str, indent=4), "--" * 50, "\nException:", traceback.format_exc()]) return frappe.log_error(title="Tally Migration Error", message=message) + + def set_status(self, status=""): + self.status = status + self.save() diff --git a/erpnext/healthcare/desk_page/healthcare/healthcare.json b/erpnext/healthcare/desk_page/healthcare/healthcare.json index 258a72c308c..24c6d6fc37f 100644 --- a/erpnext/healthcare/desk_page/healthcare/healthcare.json +++ b/erpnext/healthcare/desk_page/healthcare/healthcare.json @@ -1,28 +1,54 @@ { "cards": [ { - "icon": "icon-cog", - "links": "[\n {\n \"label\": \"Healthcare Settings\",\n \"name\": \"Healthcare Settings\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Medical Department\",\n \"name\": \"Medical Department\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Appointment Type\",\n \"name\": \"Appointment Type\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Prescription Dosage\",\n \"name\": \"Prescription Dosage\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Prescription Duration\",\n \"name\": \"Prescription Duration\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Complaint\",\n \"name\": \"Complaint\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Diagnosis\",\n \"name\": \"Diagnosis\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Lab Test Sample\",\n \"name\": \"Lab Test Sample\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Lab Test UOM\",\n \"name\": \"Lab Test UOM\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Antibiotic\",\n \"name\": \"Antibiotic\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Sensitivity\",\n \"name\": \"Sensitivity\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Lab Test Template\",\n \"name\": \"Lab Test Template\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Clinical Procedure Template\",\n \"name\": \"Clinical Procedure Template\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Healthcare Service Unit Type\",\n \"name\": \"Healthcare Service Unit Type\",\n \"type\": \"doctype\"\n }\n]", - "title": "Settings" + "hidden": 0, + "label": "Masters", + "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient\",\n\t\t\"label\": \"Patient\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Healthcare Practitioner\",\n\t\t\"label\":\"Healthcare Practitioner\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Practitioner Schedule\",\n\t\t\"label\": \"Practitioner Schedule\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Medical Department\",\n\t\t\"label\": \"Medical Department\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Healthcare Service Unit Type\",\n\t\t\"label\": \"Healthcare Service Unit Type\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Healthcare Service Unit\",\n\t\t\"label\": \"Healthcare Service Unit\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Medical Code Standard\",\n\t\t\"label\": \"Medical Code Standard\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Medical Code\",\n\t\t\"label\": \"Medical Code\"\n\t}\n]" }, { - "icon": "icon-list", - "links": "[\n {\n \"label\": \"Lab Test\",\n \"name\": \"Lab Test\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Sample Collection\",\n \"name\": \"Sample Collection\",\n \"type\": \"doctype\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Lab Test Report\",\n \"name\": \"Lab Test Report\",\n \"type\": \"report\"\n }\n]", - "title": "Laboratory" + "hidden": 0, + "label": "Consultation Setup", + "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Appointment Type\",\n\t\t\"label\": \"Appointment Type\"\n },\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Clinical Procedure Template\",\n\t\t\"label\": \"Clinical Procedure Template\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Prescription Dosage\",\n\t\t\"label\": \"Prescription Dosage\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Prescription Duration\",\n\t\t\"label\": \"Prescription Duration\"\n\t},\n\t{\n\t \"type\": \"doctype\",\n\t\t\"name\": \"Antibiotic\",\n\t\t\"label\": \"Antibiotic\"\n\t}\n]" }, { - "icon": "icon-list", - "links": "[\n {\n \"label\": \"Patient\",\n \"name\": \"Patient\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Healthcare Practitioner\",\n \"name\": \"Healthcare Practitioner\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Practitioner Schedule\",\n \"name\": \"Practitioner Schedule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Medical Code Standard\",\n \"name\": \"Medical Code Standard\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Medical Code\",\n \"name\": \"Medical Code\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Healthcare Service Unit\",\n \"name\": \"Healthcare Service Unit\",\n \"type\": \"doctype\"\n }\n]", - "title": "Masters" + "hidden": 0, + "label": "Consultation", + "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Appointment\",\n\t\t\"label\": \"Patient Appointment\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Clinical Procedure\",\n\t\t\"label\": \"Clinical Procedure\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Encounter\",\n\t\t\"label\": \"Patient Encounter\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Vital Signs\",\n\t\t\"label\": \"Vital Signs\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Complaint\",\n\t\t\"label\": \"Complaint\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Diagnosis\",\n\t\t\"label\": \"Diagnosis\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Fee Validity\",\n\t\t\"label\": \"Fee Validity\"\n\t}\n]" }, { - "icon": "icon-star", - "links": "[\n {\n \"label\": \"Patient Appointment\",\n \"name\": \"Patient Appointment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Patient Encounter\",\n \"name\": \"Patient Encounter\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Record Patient Vitals\",\n \"label\": \"Vital Signs\",\n \"name\": \"Vital Signs\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Patient History\",\n \"name\": \"patient_history\",\n \"type\": \"page\"\n },\n {\n \"label\": \"Appointment Analytics\",\n \"name\": \"appointment-analytic\",\n \"type\": \"page\"\n },\n {\n \"label\": \"Clinical Procedure\",\n \"name\": \"Clinical Procedure\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Inpatient Record\",\n \"name\": \"Inpatient Record\",\n \"type\": \"doctype\"\n }\n]", - "title": "Consultation" + "hidden": 0, + "label": "Settings", + "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Healthcare Settings\",\n\t\t\"label\": \"Healthcare Settings\",\n\t\t\"onboard\": 1\n\t}\n]" + }, + { + "hidden": 0, + "label": "Laboratory Setup", + "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Lab Test Template\",\n\t\t\"label\": \"Lab Test Template\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Lab Test Sample\",\n\t\t\"label\": \"Lab Test Sample\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Lab Test UOM\",\n\t\t\"label\": \"Lab Test UOM\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Sensitivity\",\n\t\t\"label\": \"Sensitivity\"\n\t}\n]" + }, + { + "hidden": 0, + "label": "Laboratory", + "links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Lab Test\",\n\t\t\"label\": \"Lab Test\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Sample Collection\",\n\t\t\"label\": \"Sample Collection\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Dosage Form\",\n\t\t\"label\": \"Dosage Form\"\n\t}\n]" + }, + { + "hidden": 0, + "label": "Rehabilitation and Physiotherapy", + "links": "[\n {\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Exercise Type\",\n\t\t\"label\": \"Exercise Type\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Therapy Type\",\n\t\t\"label\": \"Therapy Type\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Therapy Plan\",\n\t\t\"label\": \"Therapy Plan\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Therapy Session\",\n\t\t\"label\": \"Therapy Session\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Assessment Template\",\n\t\t\"label\": \"Patient Assessment Template\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Assessment\",\n\t\t\"label\": \"Patient Assessment\"\n\t}\n]" + }, + { + "hidden": 0, + "label": "Records and History", + "links": "[\n\t{\n\t\t\"type\": \"page\",\n\t\t\"name\": \"patient_history\",\n\t\t\"label\": \"Patient History\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Medical Record\",\n\t\t\"label\": \"Patient Medical Record\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Inpatient Record\",\n\t\t\"label\": \"Inpatient Record\"\n\t}\n]" + }, + { + "hidden": 0, + "label": "Reports", + "links": "[\n\t{\n\t\t\"type\": \"report\",\n\t\t\"is_query_report\": true,\n\t\t\"name\": \"Patient Appointment Analytics\",\n\t\t\"doctype\": \"Patient Appointment\"\n\t},\n\t{\n\t\t\"type\": \"report\",\n\t\t\"is_query_report\": true,\n\t\t\"name\": \"Lab Test Report\",\n\t\t\"doctype\": \"Lab Test\",\n\t\t\"label\": \"Lab Test Report\"\n\t}\n]" } ], "category": "Domains", "charts": [], + "charts_label": "", "creation": "2020-03-02 17:23:17.919682", "developer_mode_only": 0, "disable_user_customization": 0, @@ -32,7 +58,7 @@ "idx": 0, "is_standard": 1, "label": "Healthcare", - "modified": "2020-03-12 16:30:36.952979", + "modified": "2020-04-20 11:42:43.889576", "modified_by": "Administrator", "module": "Healthcare", "name": "Healthcare", @@ -40,5 +66,37 @@ "pin_to_bottom": 0, "pin_to_top": 0, "restrict_to_domain": "Healthcare", - "shortcuts": [] + "shortcuts": [ + { + "format": "{} Open", + "label": "Patient Appointment", + "link_to": "Patient Appointment", + "stats_filter": "{\n \"status\": \"Open\"\n}", + "type": "DocType" + }, + { + "format": "{} Active", + "label": "Patient", + "link_to": "Patient", + "stats_filter": "{\n \"status\": \"Active\"\n}", + "type": "DocType" + }, + { + "format": "{} Vacant", + "label": "Healthcare Service Unit", + "link_to": "Healthcare Service Unit", + "stats_filter": "{\n \"occupancy_status\": \"Vacant\",\n \"is_group\": 0\n}", + "type": "DocType" + }, + { + "label": "Healthcare Practitioner", + "link_to": "Healthcare Practitioner", + "type": "DocType" + }, + { + "label": "Patient History", + "link_to": "patient_history", + "type": "Page" + } + ] } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/appointment_type/appointment_type.json b/erpnext/healthcare/doctype/appointment_type/appointment_type.json index ceabce2de10..58753bb4f05 100644 --- a/erpnext/healthcare/doctype/appointment_type/appointment_type.json +++ b/erpnext/healthcare/doctype/appointment_type/appointment_type.json @@ -1,213 +1,94 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 1, - "autoname": "field:appointment_type", - "beta": 1, - "creation": "2016-07-22 11:52:34.953019", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Setup", - "editable_grid": 0, + "actions": [], + "allow_import": 1, + "allow_rename": 1, + "autoname": "field:appointment_type", + "beta": 1, + "creation": "2016-07-22 11:52:34.953019", + "doctype": "DocType", + "document_type": "Setup", + "engine": "InnoDB", + "field_order": [ + "appointment_type", + "ip", + "default_duration", + "color" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 1, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "appointment_type", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Type", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 1, + "allow_in_quick_entry": 1, + "fieldname": "appointment_type", + "fieldtype": "Data", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Type", + "reqd": 1, + "translatable": 1, "unique": 1 - }, + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 1, - "collapsible": 0, - "columns": 0, - "fieldname": "ip", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Is Inpatient", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "bold": 1, + "default": "0", + "fieldname": "ip", + "fieldtype": "Check", + "label": "Is Inpatient", + "print_hide": 1, + "report_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 1, - "allow_on_submit": 0, - "bold": 1, - "collapsible": 0, - "columns": 0, - "description": "In Minutes", - "fieldname": "default_duration", - "fieldtype": "Int", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 1, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Default Duration", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "allow_in_quick_entry": 1, + "bold": 1, + "fieldname": "default_duration", + "fieldtype": "Int", + "in_filter": 1, + "in_list_view": 1, + "label": "Default Duration (In Minutes)" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 1, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "color", - "fieldtype": "Color", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Color", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "allow_in_quick_entry": 1, + "fieldname": "color", + "fieldtype": "Color", + "in_list_view": 1, + "label": "Color", + "no_copy": 1, + "report_hide": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-08-08 12:57:54.544216", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Appointment Type", - "name_case": "", - "owner": "Administrator", + ], + "links": [], + "modified": "2020-02-03 21:06:05.833050", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Appointment Type", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Healthcare Administrator", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Healthcare Administrator", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Physician", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Physician", + "share": 1, "write": 1 } - ], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "search_fields": "appointment_type", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "title_field": "", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 + ], + "quick_entry": 1, + "restrict_to_domain": "Healthcare", + "search_fields": "appointment_type", + "sort_field": "modified", + "sort_order": "DESC" } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/appointment_type/appointment_type_dashboard.py b/erpnext/healthcare/doctype/appointment_type/appointment_type_dashboard.py new file mode 100644 index 00000000000..845e4466c11 --- /dev/null +++ b/erpnext/healthcare/doctype/appointment_type/appointment_type_dashboard.py @@ -0,0 +1,13 @@ +from __future__ import unicode_literals +from frappe import _ + +def get_data(): + return { + 'fieldname': 'appointment_type', + 'transactions': [ + { + 'label': _('Patient Appointments'), + 'items': ['Patient Appointment'] + }, + ] + } diff --git a/erpnext/healthcare/doctype/body_part/__init__.py b/erpnext/healthcare/doctype/body_part/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/body_part/body_part.js b/erpnext/healthcare/doctype/body_part/body_part.js new file mode 100644 index 00000000000..d2f9d09937d --- /dev/null +++ b/erpnext/healthcare/doctype/body_part/body_part.js @@ -0,0 +1,8 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Body Part', { + // refresh: function(frm) { + + // } +}); diff --git a/erpnext/healthcare/doctype/body_part/body_part.json b/erpnext/healthcare/doctype/body_part/body_part.json new file mode 100644 index 00000000000..6e3d1d4ce3b --- /dev/null +++ b/erpnext/healthcare/doctype/body_part/body_part.json @@ -0,0 +1,45 @@ +{ + "actions": [], + "autoname": "field:body_part", + "creation": "2020-04-10 12:21:55.036402", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "body_part" + ], + "fields": [ + { + "fieldname": "body_part", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Body Part", + "reqd": 1, + "unique": 1 + } + ], + "links": [], + "modified": "2020-04-10 12:26:44.087985", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Body Part", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/accounts/doctype/account_subtype/account_subtype.py b/erpnext/healthcare/doctype/body_part/body_part.py similarity index 61% rename from erpnext/accounts/doctype/account_subtype/account_subtype.py rename to erpnext/healthcare/doctype/body_part/body_part.py index 46c45cc733e..300493a52b6 100644 --- a/erpnext/accounts/doctype/account_subtype/account_subtype.py +++ b/erpnext/healthcare/doctype/body_part/body_part.py @@ -1,9 +1,10 @@ # -*- coding: utf-8 -*- -# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors # For license information, please see license.txt from __future__ import unicode_literals +# import frappe from frappe.model.document import Document -class AccountSubtype(Document): +class BodyPart(Document): pass diff --git a/erpnext/healthcare/doctype/body_part/test_body_part.py b/erpnext/healthcare/doctype/body_part/test_body_part.py new file mode 100644 index 00000000000..cb3a61150ef --- /dev/null +++ b/erpnext/healthcare/doctype/body_part/test_body_part.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestBodyPart(unittest.TestCase): + pass diff --git a/erpnext/healthcare/doctype/body_part_link/__init__.py b/erpnext/healthcare/doctype/body_part_link/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/body_part_link/body_part_link.json b/erpnext/healthcare/doctype/body_part_link/body_part_link.json new file mode 100644 index 00000000000..400b7c6fe81 --- /dev/null +++ b/erpnext/healthcare/doctype/body_part_link/body_part_link.json @@ -0,0 +1,32 @@ +{ + "actions": [], + "creation": "2020-04-10 12:23:15.259816", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "body_part" + ], + "fields": [ + { + "fieldname": "body_part", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Body Part", + "options": "Body Part", + "reqd": 1 + } + ], + "istable": 1, + "links": [], + "modified": "2020-04-10 12:25:23.101749", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Body Part Link", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/body_part_link/body_part_link.py b/erpnext/healthcare/doctype/body_part_link/body_part_link.py new file mode 100644 index 00000000000..03715297692 --- /dev/null +++ b/erpnext/healthcare/doctype/body_part_link/body_part_link.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class BodyPartLink(Document): + pass diff --git a/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.js b/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.js index fa9188449e3..5f36bdd95c6 100644 --- a/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.js +++ b/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.js @@ -4,244 +4,285 @@ frappe.ui.form.on('Clinical Procedure', { setup: function(frm) { frm.set_query('batch_no', 'items', function(doc, cdt, cdn) { - var item = locals[cdt][cdn]; - if(!item.item_code) { - frappe.throw(__("Please enter Item Code to get Batch Number")); + let item = locals[cdt][cdn]; + if (!item.item_code) { + frappe.throw(__('Please enter Item Code to get Batch Number')); } else { + let filters = {'item_code': item.item_code}; + if (frm.doc.status == 'In Progress') { - var filters = { - 'item_code': item.item_code, - 'posting_date': frm.doc.start_date || frappe.datetime.nowdate() - }; - if(frm.doc.warehouse) filters["warehouse"] = frm.doc.warehouse; - } else { - filters = { - 'item_code': item.item_code - }; + filters['posting_date'] = frm.doc.start_date || frappe.datetime.nowdate(); + if (frm.doc.warehouse) filters['warehouse'] = frm.doc.warehouse; } + return { - query : "erpnext.controllers.queries.get_batch_no", + query : 'erpnext.controllers.queries.get_batch_no', filters: filters }; } }); }, + refresh: function(frm) { - frm.set_query("patient", function () { + frm.set_query('patient', function () { return { - filters: {"disabled": 0} + filters: {'status': ['!=', 'Disabled']} }; }); - frm.set_query("appointment", function () { + + frm.set_query('appointment', function () { return { filters: { - "procedure_template": ["not in", null], - "status": ['in', 'Open, Scheduled'] + 'procedure_template': ['not in', null], + 'status': ['in', 'Open, Scheduled'] } }; }); - frm.set_query("service_unit", function(){ + + frm.set_query('service_unit', function() { return { filters: { - "is_group": false, - "allow_appointments": true + 'is_group': false, + 'allow_appointments': true } }; }); - frm.set_query("practitioner", function() { + + frm.set_query('practitioner', function() { return { filters: { 'department': frm.doc.medical_department } }; }); - if(frm.doc.consume_stock){ + + if (frm.doc.consume_stock) { frm.set_indicator_formatter('item_code', - function(doc) { return (doc.qty<=doc.actual_qty) ? "green" : "orange" ; }); + function(doc) { return (doc.qty<=doc.actual_qty) ? 'green' : 'orange' ; }); } - if (!frm.doc.__islocal && frm.doc.status == 'In Progress'){ + if (frm.doc.docstatus == 1) { + if (frm.doc.status == 'In Progress') { + let btn_label = ''; + let msg = ''; + if (frm.doc.consume_stock) { + btn_label = __('Complete and Consume'); + msg = __('Complete {0} and Consume Stock?', [frm.doc.name]); + } else { + btn_label = 'Complete'; + msg = __('Complete {0}?', [frm.doc.name]); + } - if(frm.doc.consume_stock){ - var btn_label = 'Complete and Consume'; - var msg = 'Complete '+frm.doc.name+' and Consume Stock?'; - }else{ - btn_label = 'Complete'; - msg = 'Complete '+frm.doc.name+'?'; - } + frm.add_custom_button(__(btn_label), function () { + frappe.confirm( + msg, + function() { + frappe.call({ + method: 'complete_procedure', + doc: frm.doc, + callback: function(r) { + if (r.message) { + frappe.show_alert({ + message: __('Stock Entry {0} created', + ['' + r.message + '']), + indicator: 'green' + }); + frm.reload_doc(); + } + } + }); + } + ); + }).addClass("btn-primary"); - frm.add_custom_button(__(btn_label), function () { - frappe.confirm( - __(msg), - function(){ - frappe.call({ - doc: frm.doc, - method: "complete", - callback: function(r) { - if(!r.exc){ + } else if (frm.doc.status == 'Pending') { + frm.add_custom_button(__('Start'), function() { + frappe.call({ + doc: frm.doc, + method: 'start_procedure', + callback: function(r) { + if (!r.exc) { + if (r.message == 'insufficient stock') { + let msg = __('Stock quantity to start the Procedure is not available in the Warehouse {0}. Do you want to record a Stock Entry?', + [frm.doc.warehouse.bold()]); + frappe.confirm( + msg, + function() { + frappe.call({ + doc: frm.doc, + method: 'make_material_receipt', + callback: function(r) { + if (!r.exc) { + cur_frm.reload_doc(); + let doclist = frappe.model.sync(r.message); + frappe.set_route('Form', doclist[0].doctype, doclist[0].name); + } + } + }); + } + ); + } else { cur_frm.reload_doc(); } } - }); - } - ); - }); - }else if (frm.doc.status == 'Draft') { - frm.add_custom_button(__("Start"), function () { - frappe.call({ - doc: frm.doc, - method: "start", - callback: function(r) { - if(!r.exc){ - if(frm.doc.status == 'Draft'){ - frappe.confirm( - __("Stock quantity to start procedure is not available in the warehouse. Do you want to record a Stock Transfer"), - function(){ - frappe.call({ - doc: frm.doc, - method: "make_material_transfer", - callback: function(r) { - if(!r.exc){ - cur_frm.reload_doc(); - var doclist = frappe.model.sync(r.message); - frappe.set_route("Form", doclist[0].doctype, doclist[0].name); - } - } - }); - } - ); - }else{ - cur_frm.reload_doc(); - } } - } - }); - }); - } - if (frm.doc.__islocal){ - frm.set_df_property("consumables", "hidden", 1); - }else{ - frm.set_df_property("consumables", "hidden", 0); + }); + }).addClass("btn-primary"); + } } }, - onload: function(frm){ - if(frm.doc.status == 'Completed'){ - frm.set_df_property("items", "read_only", 1); - } - if(frm.is_new()) { - frm.add_fetch("procedure_template", "medical_department", "medical_department"); - frm.set_value("start_time", null); + + onload: function(frm) { + if (frm.is_new()) { + frm.add_fetch('procedure_template', 'medical_department', 'medical_department'); + frm.set_value('start_time', null); } }, + patient: function(frm) { - if(frm.doc.patient){ + if (frm.doc.patient) { frappe.call({ - "method": "erpnext.healthcare.doctype.patient.patient.get_patient_detail", + 'method': 'erpnext.healthcare.doctype.patient.patient.get_patient_detail', args: { patient: frm.doc.patient }, callback: function (data) { - let age = ""; - if(data.message.dob){ + let age = ''; + if (data.message.dob) { age = calculate_age(data.message.dob); - }else if (data.message.age){ + } else if (data.message.age) { age = data.message.age; - if(data.message.age_as_on){ - age = age+" as on "+data.message.age_as_on; + if (data.message.age_as_on) { + age = __('{0} as on {1}', [age, data.message.age_as_on]); } } - frm.set_value("patient_age", age); - frm.set_value("patient_sex", data.message.sex); + frm.set_value('patient_age', age); + frm.set_value('patient_sex', data.message.sex); } }); - }else{ - frm.set_value("patient_age", ""); - frm.set_value("patient_sex", ""); + } else { + frm.set_value('patient_age', ''); + frm.set_value('patient_sex', ''); } }, + appointment: function(frm) { - if(frm.doc.appointment){ + if (frm.doc.appointment) { frappe.call({ - "method": "frappe.client.get", + 'method': 'frappe.client.get', args: { - doctype: "Patient Appointment", + doctype: 'Patient Appointment', name: frm.doc.appointment }, - callback: function (data) { - frm.set_value("patient", data.message.patient); - frm.set_value("procedure_template", data.message.procedure_template); - frm.set_value("medical_department", data.message.department); - frm.set_value("start_date", data.message.appointment_date); - frm.set_value("start_time", data.message.appointment_time); - frm.set_value("notes", data.message.notes); - frm.set_value("service_unit", data.message.service_unit); + callback: function(data) { + frm.set_value('patient', data.message.patient); + frm.set_value('procedure_template', data.message.procedure_template); + frm.set_value('medical_department', data.message.department); + frm.set_value('start_date', data.message.appointment_date); + frm.set_value('start_time', data.message.appointment_time); + frm.set_value('notes', data.message.notes); + frm.set_value('service_unit', data.message.service_unit); } }); } }, + procedure_template: function(frm) { - if(frm.doc.procedure_template){ + if (frm.doc.procedure_template) { frappe.call({ - "method": "frappe.client.get", + 'method': 'frappe.client.get', args: { - doctype: "Clinical Procedure Template", + doctype: 'Clinical Procedure Template', name: frm.doc.procedure_template }, callback: function (data) { - frm.set_value("medical_department", data.message.medical_department); - frm.set_value("consume_stock", data.message.consume_stock); - if(!frm.doc.warehouse){ - frappe.call({ - method: "frappe.client.get_value", - args: { - doctype: "Stock Settings", - fieldname: "default_warehouse" - }, - callback: function (data) { - frm.set_value("warehouse", data.message.default_warehouse); - } - }); - } + frm.set_value('medical_department', data.message.medical_department); + frm.set_value('consume_stock', data.message.consume_stock); + frm.events.set_warehouse(frm); + frm.events.set_procedure_consumables(frm); } }); - }else{ - frm.set_value("consume_stock", 0); } }, + service_unit: function(frm) { - if(frm.doc.service_unit){ + if (frm.doc.service_unit) { frappe.call({ - method: "frappe.client.get_value", + method: 'frappe.client.get_value', args:{ - fieldname: "warehouse", - doctype: "Healthcare Service Unit", + fieldname: 'warehouse', + doctype: 'Healthcare Service Unit', filters:{name: frm.doc.service_unit}, }, callback: function(data) { - if(data.message){ - frm.set_value("warehouse", data.message.warehouse); + if (data.message) { + frm.set_value('warehouse', data.message.warehouse); } } }); } }, + practitioner: function(frm) { - if(frm.doc.practitioner){ + if (frm.doc.practitioner) { frappe.call({ - "method": "frappe.client.get", + 'method': 'frappe.client.get', args: { - doctype: "Healthcare Practitioner", + doctype: 'Healthcare Practitioner', name: frm.doc.practitioner }, callback: function (data) { - frappe.model.set_value(frm.doctype,frm.docname, "medical_department",data.message.department); + frappe.model.set_value(frm.doctype,frm.docname, 'medical_department',data.message.department); } }); } + }, + + set_warehouse: function(frm) { + if (!frm.doc.warehouse) { + frappe.call({ + method: 'frappe.client.get_value', + args: { + doctype: 'Stock Settings', + fieldname: 'default_warehouse' + }, + callback: function (data) { + frm.set_value('warehouse', data.message.default_warehouse); + } + }); + } + }, + + set_procedure_consumables: function(frm) { + frappe.call({ + method: 'erpnext.healthcare.doctype.clinical_procedure.clinical_procedure.get_procedure_consumables', + args: { + procedure_template: frm.doc.procedure_template + }, + callback: function(data) { + if (data.message) { + frm.doc.items = []; + $.each(data.message, function(i, v) { + let item = frm.add_child('items'); + item.item_code = v.item_code; + item.item_name = v.item_name; + item.uom = v.uom; + item.stock_uom = v.stock_uom; + item.qty = flt(v.qty); + item.transfer_qty = v.transfer_qty; + item.conversion_factor = v.conversion_factor; + item.invoice_separately_as_consumables = v.invoice_separately_as_consumables; + item.batch_no = v.batch_no; + }); + refresh_field('items'); + } + } + }); } + }); -cur_frm.set_query("procedure_template", function(doc) { +cur_frm.set_query('procedure_template', function(doc) { return { filters: { 'medical_department': doc.medical_department @@ -249,57 +290,51 @@ cur_frm.set_query("procedure_template", function(doc) { }; }); -cur_frm.set_query("appointment", function() { - return { - filters: { - status:['in',["Open"]] - } - }; -}); - frappe.ui.form.on('Clinical Procedure Item', { - qty: function(frm, cdt, cdn){ - var d = locals[cdt][cdn]; - frappe.model.set_value(cdt, cdn, "transfer_qty", d.qty*d.conversion_factor); + qty: function(frm, cdt, cdn) { + let d = locals[cdt][cdn]; + frappe.model.set_value(cdt, cdn, 'transfer_qty', d.qty*d.conversion_factor); }, - uom: function(doc, cdt, cdn){ - var d = locals[cdt][cdn]; - if(d.uom && d.item_code){ + + uom: function(doc, cdt, cdn) { + let d = locals[cdt][cdn]; + if (d.uom && d.item_code) { return frappe.call({ - method: "erpnext.stock.doctype.stock_entry.stock_entry.get_uom_details", + method: 'erpnext.stock.doctype.stock_entry.stock_entry.get_uom_details', args: { item_code: d.item_code, uom: d.uom, qty: d.qty }, callback: function(r) { - if(r.message) { + if (r.message) { frappe.model.set_value(cdt, cdn, r.message); } } }); } }, + item_code: function(frm, cdt, cdn) { - var d = locals[cdt][cdn]; + let d = locals[cdt][cdn]; let args = null; - if(d.item_code) { + if (d.item_code) { args = { - 'doctype' : "Clinical Procedure", + 'doctype' : 'Clinical Procedure', 'item_code' : d.item_code, 'company' : frm.doc.company, 'warehouse': frm.doc.warehouse }; return frappe.call({ - method: "erpnext.stock.get_item_details.get_item_details", + method: 'erpnext.healthcare.doctype.clinical_procedure_template.clinical_procedure_template.get_item_details', args: {args: args}, callback: function(r) { - if(r.message) { - frappe.model.set_value(cdt, cdn, "item_name", r.message.item_name); - frappe.model.set_value(cdt, cdn, "stock_uom", r.message.stock_uom); - frappe.model.set_value(cdt, cdn, "conversion_factor", r.message.conversion_factor); - frappe.model.set_value(cdt, cdn, "actual_qty", r.message.actual_qty); - refresh_field("items"); + if (r.message) { + let d = locals[cdt][cdn]; + $.each(r.message, function(k, v) { + d[k] = v; + }); + refresh_field('items'); } } }); @@ -307,16 +342,16 @@ frappe.ui.form.on('Clinical Procedure Item', { } }); -var calculate_age = function(birth) { - var ageMS = Date.parse(Date()) - Date.parse(birth); - var age = new Date(); +let calculate_age = function(birth) { + let ageMS = Date.parse(Date()) - Date.parse(birth); + let age = new Date(); age.setTime(ageMS); - var years = age.getFullYear() - 1970; - return years + " Year(s) " + age.getMonth() + " Month(s) " + age.getDate() + " Day(s)"; + let years = age.getFullYear() - 1970; + return years + ' Year(s) ' + age.getMonth() + ' Month(s) ' + age.getDate() + ' Day(s)'; }; // List Stock items -cur_frm.set_query("item_code", "items", function() { +cur_frm.set_query('item_code', 'items', function() { return { filters: { is_stock_item:1 diff --git a/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.json b/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.json index 3097ba3b9ad..3c936bbf277 100644 --- a/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.json +++ b/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.json @@ -1,955 +1,267 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "autoname": "naming_series:", - "beta": 1, - "creation": "2017-04-07 12:52:43.542429", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "autoname": "naming_series:", + "beta": 1, + "creation": "2017-04-07 12:52:43.542429", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "inpatient_record", + "naming_series", + "procedure_template", + "appointment", + "patient", + "patient_sex", + "patient_age", + "prescription", + "medical_department", + "practitioner", + "column_break_7", + "status", + "service_unit", + "warehouse", + "start_date", + "start_time", + "sample", + "invoiced", + "notes", + "company", + "consumables_section", + "consume_stock", + "items", + "section_break_24", + "invoice_separately_as_consumables", + "consumption_invoiced", + "consumable_total_amount", + "column_break_27", + "consumption_details", + "amended_from" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "patient.inpatient_record", - "fieldname": "inpatient_record", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Inpatient Record", - "length": 0, - "no_copy": 0, - "options": "Inpatient Record", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "patient.inpatient_record", + "fieldname": "inpatient_record", + "fieldtype": "Link", + "label": "Inpatient Record", + "options": "Inpatient Record", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "", - "fieldname": "naming_series", - "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Series", - "length": 0, - "no_copy": 0, - "options": "HLC-CPR-.YYYY.-", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "naming_series", + "fieldtype": "Select", + "label": "Series", + "options": "HLC-CPR-.YYYY.-" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "appointment", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Appointment", - "length": 0, - "no_copy": 0, - "options": "Patient Appointment", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 1, - "translatable": 0, - "unique": 0 - }, + "fieldname": "appointment", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Appointment", + "options": "Patient Appointment" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "inpatient_record.patient", - "fieldname": "patient", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Patient", - "length": 0, - "no_copy": 0, - "options": "Patient", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 1, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "inpatient_record.patient", + "fieldname": "patient", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Patient", + "options": "Patient", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "patient_age", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Age", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 1, - "translatable": 0, - "unique": 0 - }, + "fieldname": "patient_age", + "fieldtype": "Data", + "label": "Age", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "patient_sex", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Gender", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 1, - "translatable": 0, - "unique": 0 - }, + "fieldname": "patient_sex", + "fieldtype": "Link", + "label": "Gender", + "options": "Gender", + "read_only": 1, + "set_only_once": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "prescription", - "fieldtype": "Link", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Procedure Prescription", - "length": 0, - "no_copy": 0, - "options": "Procedure Prescription", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "prescription", + "fieldtype": "Link", + "hidden": 1, + "label": "Procedure Prescription", + "options": "Procedure Prescription" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "medical_department", - "fieldtype": "Link", - 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"length": 0, - "no_copy": 0, - "options": "Healthcare Practitioner", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 1, - "translatable": 0, - "unique": 0 - }, + "fieldname": "practitioner", + "fieldtype": "Link", + "label": "Healthcare Practitioner", + "options": "Healthcare Practitioner" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_7", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - 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"remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "status", + "fieldtype": "Select", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Status", + "options": "Draft\nSubmitted\nCancelled\nIn Progress\nCompleted\nPending", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "", - "fieldname": "status", - "fieldtype": "Select", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Status", - "length": 0, - "no_copy": 0, - "options": "Draft\nIn Progress\nCompleted\nPending\nCancelled", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "amended_from", + "fieldtype": "Link", + "label": "Amended From", + "no_copy": 1, + "options": "Clinical Procedure", + "print_hide": 1, + "read_only": 1 + }, + { + "fieldname": "consumables_section", + "fieldtype": "Section Break", + "label": "Consumables" + }, + { + "fieldname": "column_break_27", + "fieldtype": "Column Break" + }, + { + "fieldname": "section_break_24", + "fieldtype": "Section Break" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-08-21 14:44:49.438611", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Clinical Procedure", - "name_case": "", - "owner": "Administrator", + ], + "is_submittable": 1, + "links": [], + "modified": "2020-03-02 11:44:27.970651", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Clinical Procedure", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Nursing User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Nursing User", + "share": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 -} + ], + "restrict_to_domain": "Healthcare", + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.py b/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.py index 7c6f4d5999e..db3afc8807e 100644 --- a/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.py +++ b/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.py @@ -6,88 +6,101 @@ from __future__ import unicode_literals import frappe from frappe import _ from frappe.model.document import Document -from frappe.utils import cint, flt, nowdate, nowtime, cstr +from frappe.utils import flt, nowdate, nowtime, cstr from erpnext.healthcare.doctype.healthcare_settings.healthcare_settings import get_account from erpnext.healthcare.doctype.lab_test.lab_test import create_sample_doc from erpnext.stock.stock_ledger import get_previous_sle from erpnext.stock.get_item_details import get_item_details +from frappe.model.mapper import get_mapped_doc class ClinicalProcedure(Document): def validate(self): - if self.consume_stock and not self.status == 'Draft': - if not self.warehouse: - frappe.throw(_("Set warehouse for Procedure {0} ").format(self.name)) + self.set_status() + if self.consume_stock: self.set_actual_qty() if self.items: self.invoice_separately_as_consumables = False for item in self.items: - if item.invoice_separately_as_consumables == 1: + if item.invoice_separately_as_consumables: self.invoice_separately_as_consumables = True def before_insert(self): if self.consume_stock: - set_stock_items(self, self.procedure_template, "Clinical Procedure Template") - self.set_actual_qty(); + self.set_actual_qty() def after_insert(self): if self.prescription: - frappe.db.set_value("Procedure Prescription", self.prescription, "procedure_created", 1) + frappe.db.set_value('Procedure Prescription', self.prescription, 'procedure_created', 1) if self.appointment: - frappe.db.set_value("Patient Appointment", self.appointment, "status", "Closed") - template = frappe.get_doc("Clinical Procedure Template", self.procedure_template) + frappe.db.set_value('Patient Appointment', self.appointment, 'status', 'Closed') + template = frappe.get_doc('Clinical Procedure Template', self.procedure_template) if template.sample: - patient = frappe.get_doc("Patient", self.patient) + patient = frappe.get_doc('Patient', self.patient) sample_collection = create_sample_doc(template, patient, None) - frappe.db.set_value("Clinical Procedure", self.name, "sample", sample_collection.name) + frappe.db.set_value('Clinical Procedure', self.name, 'sample', sample_collection.name) self.reload() - def complete(self): + def set_status(self): + if self.docstatus == 0: + self.status = 'Draft' + elif self.docstatus == 1: + if self.status not in ['In Progress', 'Completed']: + self.status = 'Pending' + elif self.docstatus == 2: + self.status = 'Cancelled' + + def complete_procedure(self): if self.consume_stock and self.items: - create_stock_entry(self) - frappe.db.set_value("Clinical Procedure", self.name, "status", 'Completed') + stock_entry = make_stock_entry(self) if self.items: consumable_total_amount = 0 consumption_details = False - for item in self.items: - if item.invoice_separately_as_consumables: - price_list, price_list_currency = frappe.db.get_values("Price List", {"selling": 1}, ['name', 'currency'])[0] - args = { - 'doctype': "Sales Invoice", - 'item_code': item.item_code, - 'company': self.company, - 'warehouse': self.warehouse, - 'customer': frappe.db.get_value("Patient", self.patient, "customer"), - 'selling_price_list': price_list, - 'price_list_currency': price_list_currency, - 'plc_conversion_rate': 1.0, - 'conversion_rate': 1.0 - } - item_details = get_item_details(args) - item_price = item_details.price_list_rate * item.transfer_qty - item_consumption_details = item_details.item_name+"\t"+str(item.qty)+" "+item.uom+"\t"+str(item_price) - consumable_total_amount += item_price - if not consumption_details: - consumption_details = "Clinical Procedure ("+self.name+"):\n\t"+item_consumption_details - else: - consumption_details += "\n\t"+item_consumption_details - if consumable_total_amount > 0: - frappe.db.set_value("Clinical Procedure", self.name, "consumable_total_amount", consumable_total_amount) - frappe.db.set_value("Clinical Procedure", self.name, "consumption_details", consumption_details) + customer = frappe.db.get_value('Patient', self.patient, 'customer') + if customer: + for item in self.items: + if item.invoice_separately_as_consumables: + price_list, price_list_currency = frappe.db.get_values('Price List', {'selling': 1}, ['name', 'currency'])[0] + args = { + 'doctype': 'Sales Invoice', + 'item_code': item.item_code, + 'company': self.company, + 'warehouse': self.warehouse, + 'customer': customer, + 'selling_price_list': price_list, + 'price_list_currency': price_list_currency, + 'plc_conversion_rate': 1.0, + 'conversion_rate': 1.0 + } + item_details = get_item_details(args) + item_price = item_details.price_list_rate * item.qty + item_consumption_details = item_details.item_name + ' ' + str(item.qty) + ' ' + item.uom + ' ' + str(item_price) + consumable_total_amount += item_price + if not consumption_details: + consumption_details = _('Clinical Procedure ({0}):').format(self.name) + consumption_details += '\n\t' + item_consumption_details + if consumable_total_amount > 0: + frappe.db.set_value('Clinical Procedure', self.name, 'consumable_total_amount', consumable_total_amount) + frappe.db.set_value('Clinical Procedure', self.name, 'consumption_details', consumption_details) + else: + frappe.throw(_('Please set Customer in Patient {0}').format(frappe.bold(self.patient)), title=_('Customer Not Found')) - def start(self): + frappe.db.set_value('Clinical Procedure', self.name, 'status', 'Completed') + if self.consume_stock and self.items: + return stock_entry + + def start_procedure(self): allow_start = self.set_actual_qty() if allow_start: - self.status = 'In Progress' + self.db_set('status', 'In Progress') insert_clinical_procedure_to_medical_record(self) - else: - self.status = 'Draft' - self.save() + return 'success' + return 'insufficient stock' def set_actual_qty(self): - allow_negative_stock = cint(frappe.db.get_value("Stock Settings", None, "allow_negative_stock")) + allow_negative_stock = frappe.db.get_single_value('Stock Settings', 'allow_negative_stock') allow_start = True for d in self.get('items'): @@ -95,15 +108,16 @@ class ClinicalProcedure(Document): # validate qty if not allow_negative_stock and d.actual_qty < d.qty: allow_start = False + break return allow_start - def make_material_transfer(self): - stock_entry = frappe.new_doc("Stock Entry") + def make_material_receipt(self, submit=False): + stock_entry = frappe.new_doc('Stock Entry') - stock_entry.purpose = "Material Transfer" + stock_entry.stock_entry_type = 'Material Receipt' stock_entry.to_warehouse = self.warehouse - expense_account = get_account(None, "expense_account", "Healthcare Settings", self.company) + expense_account = get_account(None, 'expense_account', 'Healthcare Settings', self.company) for item in self.items: if item.qty > item.actual_qty: se_child = stock_entry.append('items') @@ -111,7 +125,7 @@ class ClinicalProcedure(Document): se_child.item_name = item.item_name se_child.uom = item.uom se_child.stock_uom = item.stock_uom - se_child.qty = flt(item.qty-item.actual_qty) + se_child.qty = flt(item.qty - item.actual_qty) se_child.t_warehouse = self.warehouse # in stock uom se_child.transfer_qty = flt(item.transfer_qty) @@ -119,104 +133,130 @@ class ClinicalProcedure(Document): cost_center = frappe.get_cached_value('Company', self.company, 'cost_center') se_child.cost_center = cost_center se_child.expense_account = expense_account + if submit: + stock_entry.submit() + return stock_entry return stock_entry.as_dict() -@frappe.whitelist() + def get_stock_qty(item_code, warehouse): return get_previous_sle({ - "item_code": item_code, - "warehouse": warehouse, - "posting_date": nowdate(), - "posting_time": nowtime() - }).get("qty_after_transaction") or 0 + 'item_code': item_code, + 'warehouse': warehouse, + 'posting_date': nowdate(), + 'posting_time': nowtime() + }).get('qty_after_transaction') or 0 + + +@frappe.whitelist() +def get_procedure_consumables(procedure_template): + return get_items('Clinical Procedure Item', procedure_template, 'Clinical Procedure Template') + @frappe.whitelist() def set_stock_items(doc, stock_detail_parent, parenttype): - item_dict = get_item_dict("Clinical Procedure Item", stock_detail_parent, parenttype) + items = get_items('Clinical Procedure Item', stock_detail_parent, parenttype) - for d in item_dict: + for item in items: se_child = doc.append('items') - se_child.item_code = d["item_code"] - se_child.item_name = d["item_name"] - se_child.uom = d["uom"] - se_child.stock_uom = d["stock_uom"] - se_child.qty = flt(d["qty"]) + se_child.item_code = item.item_code + se_child.item_name = item.item_name + se_child.uom = item.uom + se_child.stock_uom = item.stock_uom + se_child.qty = flt(item.qty) # in stock uom - se_child.transfer_qty = flt(d["transfer_qty"]) - se_child.conversion_factor = flt(d["conversion_factor"]) - if d["batch_no"]: - se_child.batch_no = d["batch_no"] - if parenttype == "Clinical Procedure Template": - se_child.invoice_separately_as_consumables = d["invoice_separately_as_consumables"] + se_child.transfer_qty = flt(item.transfer_qty) + se_child.conversion_factor = flt(item.conversion_factor) + if item.batch_no: + se_child.batch_no = item.batch_no + if parenttype == 'Clinical Procedure Template': + se_child.invoice_separately_as_consumables = item.invoice_separately_as_consumables + return doc -def get_item_dict(table, parent, parenttype): - query = """select * from `tab{table}` where parent = '{parent}' and parenttype = '{parenttype}' """ - return frappe.db.sql(query.format(table=table, parent=parent, parenttype=parenttype), as_dict=True) +def get_items(table, parent, parenttype): + items = frappe.db.get_all(table, filters={ + 'parent': parent, + 'parenttype': parenttype + }, fields=['*']) -def create_stock_entry(doc): - stock_entry = frappe.new_doc("Stock Entry") - stock_entry = set_stock_items(stock_entry, doc.name, "Clinical Procedure") - stock_entry.purpose = "Material Issue" + return items + + +@frappe.whitelist() +def make_stock_entry(doc): + stock_entry = frappe.new_doc('Stock Entry') + stock_entry = set_stock_items(stock_entry, doc.name, 'Clinical Procedure') + stock_entry.stock_entry_type = 'Material Issue' stock_entry.from_warehouse = doc.warehouse stock_entry.company = doc.company - expense_account = get_account(None, "expense_account", "Healthcare Settings", doc.company) + expense_account = get_account(None, 'expense_account', 'Healthcare Settings', doc.company) for item_line in stock_entry.items: cost_center = frappe.get_cached_value('Company', doc.company, 'cost_center') - #item_line.s_warehouse = warehouse #deaful source warehouse set, stock entry to copy to lines item_line.cost_center = cost_center - #if not expense_account: - # expense_account = frappe.db.get_value("Item", item_line.item_code, "expense_account") item_line.expense_account = expense_account - stock_entry.insert(ignore_permissions = True) + stock_entry.save(ignore_permissions=True) stock_entry.submit() + return stock_entry.name + @frappe.whitelist() -def create_procedure(appointment): - appointment = frappe.get_doc("Patient Appointment",appointment) - procedure = frappe.new_doc("Clinical Procedure") - procedure.appointment = appointment.name - procedure.patient = appointment.patient - procedure.patient_age = appointment.patient_age - procedure.patient_sex = appointment.patient_sex - procedure.procedure_template = appointment.procedure_template - procedure.prescription = appointment.procedure_prescription - procedure.practitioner = appointment.practitioner - procedure.invoiced = appointment.invoiced - procedure.medical_department = appointment.department - procedure.start_date = appointment.appointment_date - procedure.start_time = appointment.appointment_time - procedure.notes = appointment.notes - procedure.service_unit = appointment.service_unit - procedure.company = appointment.company - consume_stock = frappe.db.get_value("Clinical Procedure Template", appointment.procedure_template, "consume_stock") - if consume_stock == 1: - procedure.consume_stock = True - warehouse = False - if appointment.service_unit: - warehouse = frappe.db.get_value("Healthcare Service Unit", appointment.service_unit, "warehouse") - if not warehouse: - warehouse = frappe.db.get_value("Stock Settings", None, "default_warehouse") - if warehouse: - procedure.warehouse = warehouse - return procedure.as_dict() +def make_procedure(source_name, target_doc=None): + def set_missing_values(source, target): + consume_stock = frappe.db.get_value('Clinical Procedure Template', source.procedure_template, 'consume_stock') + if consume_stock: + target.consume_stock = 1 + warehouse = None + if source.service_unit: + warehouse = frappe.db.get_value('Healthcare Service Unit', source.service_unit, 'warehouse') + if not warehouse: + warehouse = frappe.db.get_value('Stock Settings', None, 'default_warehouse') + if warehouse: + target.warehouse = warehouse + + set_stock_items(target, source.procedure_template, 'Clinical Procedure Template') + + doc = get_mapped_doc('Patient Appointment', source_name, { + 'Patient Appointment': { + 'doctype': 'Clinical Procedure', + 'field_map': [ + ['appointment', 'name'], + ['patient', 'patient'], + ['patient_age', 'patient_age'], + ['patient_sex', 'patient_sex'], + ['procedure_template', 'procedure_template'], + ['prescription', 'procedure_prescription'], + ['practitioner', 'practitioner'], + ['medical_department', 'department'], + ['start_date', 'appointment_date'], + ['start_time', 'appointment_time'], + ['notes', 'notes'], + ['service_unit', 'service_unit'], + ['company', 'company'], + ['invoiced', 'invoiced'] + ] + } + }, target_doc, set_missing_values) + + return doc + def insert_clinical_procedure_to_medical_record(doc): subject = cstr(doc.procedure_template) if doc.practitioner: - subject += " "+doc.practitioner + subject += ' ' + doc.practitioner if subject and doc.notes: - subject += "
"+doc.notes + subject += '
' + doc.notes - medical_record = frappe.new_doc("Patient Medical Record") + medical_record = frappe.new_doc('Patient Medical Record') medical_record.patient = doc.patient medical_record.subject = subject - medical_record.status = "Open" + medical_record.status = 'Open' medical_record.communication_date = doc.start_date - medical_record.reference_doctype = "Clinical Procedure" + medical_record.reference_doctype = 'Clinical Procedure' medical_record.reference_name = doc.name medical_record.reference_owner = doc.owner medical_record.save(ignore_permissions=True) diff --git a/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure_list.js b/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure_list.js new file mode 100644 index 00000000000..c8601f96772 --- /dev/null +++ b/erpnext/healthcare/doctype/clinical_procedure/clinical_procedure_list.js @@ -0,0 +1,11 @@ +frappe.listview_settings['Clinical Procedure'] = { + get_indicator: function(doc) { + var colors = { + 'Completed': 'green', + 'In Progress': 'orange', + 'Pending': 'orange', + 'Cancelled': 'grey' + }; + return [__(doc.status), colors[doc.status], 'status,=,' + doc.status]; + } +}; diff --git a/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py b/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py index 09059e1bb46..207351ff209 100644 --- a/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py +++ b/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py @@ -4,6 +4,60 @@ from __future__ import unicode_literals import unittest +import frappe +from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_clinical_procedure_template class TestClinicalProcedure(unittest.TestCase): - pass + def test_procedure_template_item(self): + patient, medical_department, practitioner = create_healthcare_docs() + procedure_template = create_clinical_procedure_template() + self.assertTrue(frappe.db.exists('Item', procedure_template.item)) + + procedure_template.disabled = 1 + procedure_template.save() + self.assertEquals(frappe.db.get_value('Item', procedure_template.item, 'disabled'), 1) + + def test_consumables(self): + patient, medical_department, practitioner = create_healthcare_docs() + procedure_template = create_clinical_procedure_template() + procedure_template.allow_stock_consumption = 1 + consumable = create_consumable() + procedure_template.append('items', { + 'item_code': consumable.item_code, + 'qty': 1, + 'uom': consumable.stock_uom, + 'stock_uom': consumable.stock_uom + }) + procedure_template.save() + procedure = create_procedure(procedure_template, patient, practitioner) + result = procedure.start_procedure() + if result == 'insufficient stock': + procedure.make_material_receipt(submit=True) + result = procedure.start_procedure() + self.assertEqual(procedure.status, 'In Progress') + result = procedure.complete_procedure() + # check consumption + self.assertTrue(frappe.db.exists('Stock Entry', result)) + + +def create_consumable(): + if frappe.db.exists('Item', 'Syringe'): + return frappe.get_doc('Item', 'Syringe') + consumable = frappe.new_doc('Item') + consumable.item_code = 'Syringe' + consumable.item_group = '_Test Item Group' + consumable.stock_uom = 'Nos' + consumable.valuation_rate = 5.00 + consumable.save() + return consumable + +def create_procedure(procedure_template, patient, practitioner): + procedure = frappe.new_doc('Clinical Procedure') + procedure.procedure_template = procedure_template.name + procedure.patient = patient + procedure.practitioner = practitioner + procedure.consume_stock = procedure_template.allow_stock_consumption + procedure.items = procedure_template.items + procedure.warehouse = frappe.db.get_single_value('Stock Settings', 'default_warehouse') + procedure.submit() + return procedure \ No newline at end of file diff --git a/erpnext/healthcare/doctype/clinical_procedure_item/clinical_procedure_item.json b/erpnext/healthcare/doctype/clinical_procedure_item/clinical_procedure_item.json index 75151b1d3f5..a7dde0bcd0a 100644 --- a/erpnext/healthcare/doctype/clinical_procedure_item/clinical_procedure_item.json +++ b/erpnext/healthcare/doctype/clinical_procedure_item/clinical_procedure_item.json @@ -1,431 +1,123 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 1, - "creation": "2017-10-05 16:15:10.876952", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "beta": 1, + "creation": "2017-10-05 16:15:10.876952", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "item_code", + "item_name", + "qty", + "barcode", + "uom", + "invoice_separately_as_consumables", + "column_break_5", + "batch_no", + "conversion_factor", + "stock_uom", + "transfer_qty", + "actual_qty" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 1, - "collapsible": 0, - "columns": 3, - "fieldname": "item_code", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 1, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Item", - "length": 0, - "no_copy": 0, - "options": "Item", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "bold": 1, + "columns": 3, + "fieldname": "item_code", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_global_search": 1, + "in_list_view": 1, + "label": "Item", + "options": "Item", + "reqd": 1, + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "barcode", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Barcode", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "barcode", + "fieldtype": "Data", + "label": "Barcode" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "item_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Item Name", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "item_name", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Item Name", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "qty", - "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Quantity", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "qty", + "fieldtype": "Float", + "in_list_view": 1, + "label": "Quantity", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "uom", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "UOM", - "length": 0, - "no_copy": 0, - "options": "UOM", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "uom", + "fieldtype": "Link", + "in_list_view": 1, + "label": "UOM", + "options": "UOM", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "invoice_separately_as_consumables", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Invoice Separately as Consumables", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "invoice_separately_as_consumables", + "fieldtype": "Check", + "in_list_view": 1, + "label": "Invoice Separately as Consumables" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_5", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_5", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "batch_no", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Batch", - "length": 0, - "no_copy": 0, - "options": "Batch", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "batch_no", + "fieldtype": "Link", + "label": "Batch", + "options": "Batch" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "conversion_factor", - "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Conversion Factor", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "conversion_factor", + "fieldtype": "Float", + "label": "Conversion Factor", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "stock_uom", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Stock UOM", - "length": 0, - "no_copy": 0, - "options": "UOM", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "stock_uom", + "fieldtype": "Link", + "label": "Stock UOM", + "options": "UOM", + "read_only": 1, + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "transfer_qty", - "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Transfer Qty", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "transfer_qty", + "fieldtype": "Float", + "label": "Transfer Qty", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "actual_qty", - "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Actual Qty (at source/target)", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "actual_qty", + "fieldtype": "Float", + "label": "Actual Qty (at source/target)", + "no_copy": 1, + "print_hide": 1, + "read_only": 1, + "search_index": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2018-11-04 03:33:16.833884", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Clinical Procedure Item", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 + ], + "istable": 1, + "links": [], + "modified": "2020-03-01 15:34:54.226722", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Clinical Procedure Item", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "restrict_to_domain": "Healthcare", + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.js b/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.js index 583728dd185..57f4cdf3b2f 100644 --- a/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.js +++ b/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.js @@ -3,170 +3,141 @@ frappe.ui.form.on('Clinical Procedure Template', { template: function(frm) { - if(!frm.doc.item_code) - frm.set_value("item_code", frm.doc.template); - if(!frm.doc.description) - frm.set_value("description", frm.doc.template); + if (!frm.doc.item_code) + frm.set_value('item_code', frm.doc.template); + if (!frm.doc.description) + frm.set_value('description', frm.doc.template); mark_change_in_item(frm); }, + rate: function(frm) { mark_change_in_item(frm); }, + is_billable: function (frm) { mark_change_in_item(frm); }, + item_group: function(frm) { mark_change_in_item(frm); }, + description: function(frm) { mark_change_in_item(frm); }, + medical_department: function(frm) { mark_change_in_item(frm); }, + refresh: function(frm) { - frm.fields_dict["items"].grid.set_column_disp("barcode", false); - frm.fields_dict["items"].grid.set_column_disp("batch_no", false); - cur_frm.set_df_property("item_code", "read_only", frm.doc.__islocal ? 0 : 1); - if(!frm.doc.__islocal) { + frm.fields_dict['items'].grid.set_column_disp('barcode', false); + frm.fields_dict['items'].grid.set_column_disp('batch_no', false); + + if (!frm.doc.__islocal) { cur_frm.add_custom_button(__('Change Item Code'), function() { change_template_code(frm.doc); - } ); - if(frm.doc.disabled == 1){ - cur_frm.add_custom_button(__('Enable Template'), function() { - enable_template(frm.doc); - } ); - } - else{ - cur_frm.add_custom_button(__('Disable Template'), function() { - disable_template(frm.doc); - } ); - } + }); } } }); -var mark_change_in_item = function(frm) { - if(!frm.doc.__islocal){ +let mark_change_in_item = function(frm) { + if (!frm.doc.__islocal) { frm.doc.change_in_item = 1; } }; -var disable_template = function(doc){ - frappe.call({ - method: "erpnext.healthcare.doctype.clinical_procedure_template.clinical_procedure_template.disable_enable_template", - args: {status: 1, name: doc.name, item_code: doc.item_code, is_billable: doc.is_billable}, - callback: function(){ - cur_frm.reload_doc(); - } - }); -}; - -var enable_template = function(doc){ - frappe.call({ - method: "erpnext.healthcare.doctype.clinical_procedure_template.clinical_procedure_template.disable_enable_template", - args: {status: 0, name: doc.name, item_code: doc.item_code, is_billable: doc.is_billable}, - callback: function(){ - cur_frm.reload_doc(); - } - }); -}; - - -var change_template_code = function(doc){ - var d = new frappe.ui.Dialog({ - title:__("Change Template Code"), +let change_template_code = function(doc) { + let d = new frappe.ui.Dialog({ + title:__('Change Item Code'), fields:[ { - "fieldtype": "Data", - "label": "Template Code", - "fieldname": "Item Code", - reqd:1 - }, - { - "fieldtype": "Button", - "label": __("Change Code"), - click: function() { - var values = d.get_values(); - if(!values) - return; - change_item_code_from_template(values["Item Code"], doc); - d.hide(); - } + 'fieldtype': 'Data', + 'label': 'Item Code', + 'fieldname': 'item_code', + reqd: 1 } - ] + ], + primary_action: function() { + let values = d.get_values(); + + if (values) { + frappe.call({ + 'method': 'erpnext.healthcare.doctype.clinical_procedure_template.clinical_procedure_template.change_item_code_from_template', + 'args': {item_code: values.item_code, doc: doc}, + callback: function () { + cur_frm.reload_doc(); + frappe.show_alert({ + message: 'Item Code renamed successfully', + indicator: 'green' + }); + } + }); + } + d.hide(); + }, + primary_action_label: __('Change Item Code') }); d.show(); - d.set_values({ - 'Item Code': doc.item_code - }); -}; -var change_item_code_from_template = function(item_code, doc){ - frappe.call({ - "method": "erpnext.healthcare.doctype.clinical_procedure_template.clinical_procedure_template.change_item_code_from_template", - "args": {item_code: item_code, doc: doc}, - callback: function () { - cur_frm.reload_doc(); - frappe.show_alert({ - message: "Item Code renamed successfully", - indicator: "green" - }); - } + d.set_values({ + 'item_code': doc.item_code }); }; frappe.ui.form.on('Clinical Procedure Item', { - qty: function(frm, cdt, cdn){ - var d = locals[cdt][cdn]; - frappe.model.set_value(cdt, cdn, "transfer_qty", d.qty*d.conversion_factor); + qty: function(frm, cdt, cdn) { + let d = locals[cdt][cdn]; + frappe.model.set_value(cdt, cdn, 'transfer_qty', d.qty * d.conversion_factor); }, + uom: function(doc, cdt, cdn){ - var d = locals[cdt][cdn]; - if(d.uom && d.item_code){ + let d = locals[cdt][cdn]; + if (d.uom && d.item_code) { return frappe.call({ - method: "erpnext.stock.doctype.stock_entry.stock_entry.get_uom_details", + method: 'erpnext.stock.doctype.stock_entry.stock_entry.get_uom_details', args: { item_code: d.item_code, uom: d.uom, qty: d.qty }, callback: function(r) { - if(r.message) { + if (r.message) { frappe.model.set_value(cdt, cdn, r.message); } } }); } }, + item_code: function(frm, cdt, cdn) { - var d = locals[cdt][cdn]; - if(d.item_code) { + let d = locals[cdt][cdn]; + if (d.item_code) { let args = { 'item_code' : d.item_code, 'transfer_qty' : d.transfer_qty, - 'company' : frm.doc.company, - 'quantity' : d.qty + 'quantity' : d.qty }; return frappe.call({ - doc: frm.doc, - method: "get_item_details", - args: args, + method: 'erpnext.healthcare.doctype.clinical_procedure_template.clinical_procedure_template.get_item_details', + args: {args: args}, callback: function(r) { - if(r.message) { - var d = locals[cdt][cdn]; - $.each(r.message, function(k, v){ + if (r.message) { + let d = locals[cdt][cdn]; + $.each(r.message, function(k, v) { d[k] = v; }); - refresh_field("items"); + refresh_field('items'); } } }); } } }); + // List Stock items -cur_frm.set_query("item_code", "items", function() { +cur_frm.set_query('item_code', 'items', function() { return { filters: { is_stock_item:1 diff --git a/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.json b/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.json index 26564a34ce4..9cfd682f1d2 100644 --- a/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.json +++ b/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.json @@ -1,807 +1,236 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 1, - "autoname": "field:template", - "beta": 1, - "creation": "2017-10-05 14:59:55.438359", - "custom": 0, - "description": "Procedure Template", - "docstatus": 0, - "doctype": "DocType", - "document_type": "Setup", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_import": 1, + "allow_rename": 1, + "autoname": "field:template", + "beta": 1, + "creation": "2017-10-05 14:59:55.438359", + "description": "Procedure Template", + "doctype": "DocType", + "document_type": "Setup", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "template", + "item", + "item_code", + "item_group", + "description", + "column_break_5", + "disabled", + "is_billable", + "rate", + "medical_department", + "consumables", + "consume_stock", + "items", + "sample_collection", + "sample", + "sample_uom", + "sample_qty", + "column_break_21", + "sample_details", + "change_in_item" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "template", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 1, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Template Name", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, + "fieldname": "template", + "fieldtype": "Data", + "in_global_search": 1, + "in_list_view": 1, + "label": "Template Name", + "reqd": 1, "unique": 1 - }, + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "item_code", + "fieldname": "item_code", + "fieldtype": "Data", + "label": "Item Code", + "options": "Item", + "read_only_depends_on": "eval: !doc.__islocal ", + "reqd": 1 + }, + { + "fieldname": "item_group", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Item Code", - "length": 0, - "no_copy": 1, - "options": "Item", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "ignore_user_permissions": 1, + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Item Group", + "options": "Item Group", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "item_group", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 1, - "label": "Item Group", - "length": 0, - "no_copy": 0, - "options": "Item Group", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "medical_department", + "fieldtype": "Link", + "label": "Medical Department", + "options": "Medical Department" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "medical_department", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Medical Department", - "length": 0, - "no_copy": 0, - "options": "Medical Department", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_5", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_5", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "is_billable", + "fieldtype": "Check", + "label": "Is Billable" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "is_billable", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Is Billable", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "depends_on": "is_billable", + "fieldname": "rate", + "fieldtype": "Float", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Rate", + "mandatory_depends_on": "is_billable" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "is_billable", - "fieldname": "rate", - "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Rate", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "description", + "fieldtype": "Small Text", + "ignore_xss_filter": 1, + "label": "Description", + "no_copy": 1, + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "description", - "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Description", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "consume_stock", + "fieldtype": "Check", + "label": "Allow Stock Consumption", + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "", - "fieldname": "section_break_9", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "consumables", + "fieldtype": "Section Break", + "label": "Consumables" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "consume_stock", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Allow Stock Consumption", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "depends_on": "eval:doc.consume_stock == 1", + "fieldname": "items", + "fieldtype": "Table", + "ignore_user_permissions": 1, + "label": "Items", + "options": "Clinical Procedure Item" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "eval:doc.consume_stock == 1", - "fieldname": "consumables", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Consumables", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "collapsible": 1, + "fieldname": "sample_collection", + "fieldtype": "Section Break", + "label": "Sample Collection" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "items", - "fieldtype": "Table", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Items", - "length": 0, - "no_copy": 0, - "options": "Clinical Procedure Item", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "sample", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "label": "Sample", + "options": "Lab Test Sample" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 1, - "columns": 0, - "depends_on": "", - "fieldname": "sample_collection", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Sample Collection", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "sample.sample_uom", + "fieldname": "sample_uom", + "fieldtype": "Data", + "label": "Sample UOM", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "sample", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Sample", - "length": 0, - "no_copy": 0, - "options": "Lab Test Sample", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "sample_qty", + "fieldtype": "Float", + "label": "Quantity" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "sample.sample_uom", - "fieldname": "sample_uom", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "UOM", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_21", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "sample_qty", - "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Quantity", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "sample_details", + "fieldtype": "Small Text", + "ignore_xss_filter": 1, + "label": "Collection Details" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_21", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "change_in_item", + "fieldtype": "Check", + "hidden": 1, + "label": "Change In Item", + "no_copy": 1, + "print_hide": 1, + "report_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "sample_details", - "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Collection Details", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "disabled", + "fieldtype": "Check", + "label": "Disabled" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "change_in_item", - "fieldtype": "Check", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Change In Item", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "disabled", - "fieldtype": "Check", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Disabled", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "item", - "fieldtype": "Link", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Item", - "length": 0, - "no_copy": 1, - "options": "Item", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "item", + "fieldtype": "Link", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Item", + "no_copy": 1, + "options": "Item", + "read_only": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2019-02-12 11:37:18.713344", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Clinical Procedure Template", - "name_case": "", - "owner": "Administrator", + ], + "links": [], + "modified": "2020-02-28 14:16:13.184981", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Clinical Procedure Template", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "System Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Healthcare Administrator", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Healthcare Administrator", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 0, - "delete": 0, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Nursing User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, - "write": 0 - }, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Nursing User", + "share": 1 + }, { - "amend": 0, - "cancel": 0, - "create": 0, - "delete": 0, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Physician", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Physician", + "share": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "search_fields": "template", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "title_field": "template", - "track_changes": 1, - "track_seen": 1, - "track_views": 0 + ], + "restrict_to_domain": "Healthcare", + "search_fields": "template", + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "template", + "track_changes": 1, + "track_seen": 1 } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.py b/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.py index 5a71ca5f154..f32b7cf9d8d 100644 --- a/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.py +++ b/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template.py @@ -7,126 +7,115 @@ import frappe, json from frappe import _ from frappe.model.document import Document from frappe.model.rename_doc import rename_doc -from frappe.utils import nowdate class ClinicalProcedureTemplate(Document): - def on_update(self): - #Item and Price List update --> if (change_in_item) - if(self.change_in_item and self.is_billable == 1 and self.item): - updating_item(self) - if(self.rate != 0.0): - updating_rate(self) - elif(self.is_billable == 0 and self.item): - frappe.db.set_value("Item",self.item,"disabled",1) - - frappe.db.set_value(self.doctype,self.name,"change_in_item",0) - self.reload() + def validate(self): + self.enable_disable_item() def after_insert(self): create_item_from_template(self) - #Call before delete the template - def on_trash(self): - if(self.item): - try: - frappe.delete_doc("Item",self.item) - except Exception: - frappe.throw(_("""Not permitted. Please disable the Procedure Template""")) + def on_update(self): + if self.change_in_item: + self.update_item_and_item_price() - def get_item_details(self, args=None): - item = frappe.db.sql("""select stock_uom, item_name - from `tabItem` - where name = %s - and disabled=0 - and (end_of_life is null or end_of_life='0000-00-00' or end_of_life > %s)""", - (args.get('item_code'), nowdate()), as_dict = 1) - if not item: - frappe.throw(_("Item {0} is not active or end of life has been reached").format(args.get('item_code'))) + def enable_disable_item(self): + if self.is_billable: + if self.disabled: + frappe.db.set_value('Item', self.item, 'disabled', 1) + else: + frappe.db.set_value('Item', self.item, 'disabled', 0) - item = item[0] + def update_item_and_item_price(self): + if self.is_billable and self.item: + item_doc = frappe.get_doc('Item', {'item_code': self.item}) + item_doc.item_name = self.template + item_doc.item_group = self.item_group + item_doc.description = self.description + item_doc.disabled = 0 + item_doc.save(ignore_permissions=True) - ret = { - 'uom' : item.stock_uom, - 'stock_uom' : item.stock_uom, - 'item_name' : item.item_name, - 'quantity' : 0, - 'transfer_qty' : 0, - 'conversion_factor' : 1 - } - return ret + if self.rate: + item_price = frappe.get_doc('Item Price', {'item_code': self.item}) + item_price.item_name = self.template + item_price.price_list_rate = self.rate + item_price.save() -def updating_item(self): - frappe.db.sql("""update `tabItem` set item_name=%s, item_group=%s, disabled=0, - description=%s, modified=NOW() where item_code=%s""", - (self.template, self.item_group , self.description, self.item)) -def updating_rate(self): - frappe.db.sql("""update `tabItem Price` set item_name=%s, price_list_rate=%s, modified=NOW() where - item_code=%s""",(self.template, self.rate, self.item)) + elif not self.is_billable and self.item: + frappe.db.set_value('Item', self.item, 'disabled', 1) + + self.db_set('change_in_item', 0) + + +@frappe.whitelist() +def get_item_details(args=None): + if not isinstance(args, dict): + args = json.loads(args) + + item = frappe.db.get_all('Item', + filters={ + 'disabled': 0, + 'name': args.get('item_code') + }, + fields=['stock_uom', 'item_name'] + ) + + if not item: + frappe.throw(_('Item {0} is not active').format(args.get('item_code'))) + + item = item[0] + ret = { + 'uom': item.stock_uom, + 'stock_uom': item.stock_uom, + 'item_name': item.item_name, + 'qty': 1, + 'transfer_qty': 0, + 'conversion_factor': 1 + } + return ret def create_item_from_template(doc): - disabled = 1 - - if(doc.is_billable == 1): + disabled = doc.disabled + if doc.is_billable and not doc.disabled: disabled = 0 - #insert item - item = frappe.get_doc({ - "doctype": "Item", - "item_code": doc.template, - "item_name":doc.template, - "item_group": doc.item_group, - "description":doc.description, - "is_sales_item": 1, - "is_service_item": 1, - "is_purchase_item": 0, - "is_stock_item": 0, - "show_in_website": 0, - "is_pro_applicable": 0, - "disabled": disabled, - "stock_uom": "Unit" - }).insert(ignore_permissions=True) + uom = frappe.db.exists('UOM', 'Unit') or frappe.db.get_single_value('Stock Settings', 'stock_uom') + item = frappe.get_doc({ + 'doctype': 'Item', + 'item_code': doc.template, + 'item_name':doc.template, + 'item_group': doc.item_group, + 'description':doc.description, + 'is_sales_item': 1, + 'is_service_item': 1, + 'is_purchase_item': 0, + 'is_stock_item': 0, + 'show_in_website': 0, + 'is_pro_applicable': 0, + 'disabled': disabled, + 'stock_uom': uom + }).insert(ignore_permissions=True, ignore_mandatory=True) - #insert item price - #get item price list to insert item price - if(doc.rate != 0.0): - price_list_name = frappe.db.get_value("Price List", {"selling": 1}) - if(doc.rate): - make_item_price(item.name, price_list_name, doc.rate) - else: - make_item_price(item.name, price_list_name, 0.0) - #Set item to the template - frappe.db.set_value("Clinical Procedure Template", doc.name, "item", item.name) + make_item_price(item.name, doc.rate) + doc.db_set('item', item.name) - doc.reload() #refresh the doc after insert. - -def make_item_price(item, price_list_name, item_price): +def make_item_price(item, item_price): + price_list_name = frappe.db.get_value('Price List', {'selling': 1}) frappe.get_doc({ - "doctype": "Item Price", - "price_list": price_list_name, - "item_code": item, - "price_list_rate": item_price - }).insert(ignore_permissions=True) + 'doctype': 'Item Price', + 'price_list': price_list_name, + 'item_code': item, + 'price_list_rate': item_price + }).insert(ignore_permissions=True, ignore_mandatory=True) @frappe.whitelist() def change_item_code_from_template(item_code, doc): - args = json.loads(doc) - doc = frappe._dict(args) + doc = frappe._dict(json.loads(doc)) - if(frappe.db.exists({ - "doctype": "Item", - "item_code": item_code})): - frappe.throw(_("Code {0} already exist").format(item_code)) + if frappe.db.exists('Item', {'item_code': item_code}): + frappe.throw(_('Item with Item Code {0} already exists').format(item_code)) else: - rename_doc("Item", doc.item_code, item_code, ignore_permissions=True) - frappe.db.set_value("Clinical Procedure Template", doc.name, "item_code", item_code) + rename_doc('Item', doc.item_code, item_code, ignore_permissions=True) + frappe.db.set_value('Clinical Procedure Template', doc.name, 'item_code', item_code) return -@frappe.whitelist() -def disable_enable_template(status, name, item_code): - frappe.db.set_value("Clinical Procedure Template", name, "disabled", status) - if (frappe.db.exists({ #set Item's disabled field to status - "doctype": "Item", - "item_code": item_code})): - frappe.db.set_value("Item", item_code, "disabled", status) - - return diff --git a/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template_dashboard.py b/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template_dashboard.py new file mode 100644 index 00000000000..9aab5216e1e --- /dev/null +++ b/erpnext/healthcare/doctype/clinical_procedure_template/clinical_procedure_template_dashboard.py @@ -0,0 +1,13 @@ +from __future__ import unicode_literals +from frappe import _ + +def get_data(): + return { + 'fieldname': 'procedure_template', + 'transactions': [ + { + 'label': _('Consultations'), + 'items': ['Clinical Procedure'] + } + ] + } diff --git a/erpnext/healthcare/doctype/codification_table/codification_table.json b/erpnext/healthcare/doctype/codification_table/codification_table.json index e65ae77fbf5..9a917b4ffff 100644 --- a/erpnext/healthcare/doctype/codification_table/codification_table.json +++ b/erpnext/healthcare/doctype/codification_table/codification_table.json @@ -1,140 +1,56 @@ { - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 1, - "creation": "2017-06-22 13:09:23.159579", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_copy": 1, + "beta": 1, + "creation": "2017-06-22 13:09:23.159579", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "medical_code", + "code", + "description" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "medical_code", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Medical Code", - "length": 0, - "no_copy": 0, - "options": "Medical Code", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "medical_code", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_list_view": 1, + "label": "Medical Code", + "options": "Medical Code", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fetch_from": "medical_code.code", - "fieldname": "code", - "fieldtype": "Read Only", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Code", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "code", + "fieldtype": "Data", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Code", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fetch_from": "medical_code.description", - "fieldname": "description", - "fieldtype": "Read Only", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Description", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "description", + "fieldtype": "Small Text", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Description", + "read_only": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2018-05-16 22:43:27.047479", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Codification Table", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0 + ], + "istable": 1, + "links": [], + "modified": "2020-02-26 13:17:49.016293", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Codification Table", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "restrict_to_domain": "Healthcare", + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/drug_prescription/drug_prescription.json b/erpnext/healthcare/doctype/drug_prescription/drug_prescription.json index 5647d3c88e9..5e4d59cacf7 100644 --- a/erpnext/healthcare/doctype/drug_prescription/drug_prescription.json +++ b/erpnext/healthcare/doctype/drug_prescription/drug_prescription.json @@ -1,381 +1,116 @@ { - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 1, - "creation": "2016-09-16 16:41:45.533374", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Document", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_copy": 1, + "beta": 1, + "creation": "2016-09-16 16:41:45.533374", + "doctype": "DocType", + "document_type": "Document", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "drug_code", + "drug_name", + "dosage", + "period", + "dosage_form", + "column_break_7", + "comment", + "usage_interval", + "interval", + "interval_uom", + "update_schedule" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "drug_code", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Drug Code", - "length": 0, - "no_copy": 0, - "options": "Item", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "fieldname": "drug_code", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_list_view": 1, + "label": "Drug", + "options": "Item", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "drug_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Description/Strength", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "fetch_from": "drug_code.item_name", + "fieldname": "drug_name", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Drug Name / Description" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "dosage", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Dosage", - "length": 0, - "no_copy": 0, - "options": "Prescription Dosage", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "fieldname": "dosage", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_list_view": 1, + "label": "Dosage", + "options": "Prescription Dosage" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "period", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Period", - "length": 0, - "no_copy": 0, - "options": "Prescription Duration", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "fieldname": "period", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_list_view": 1, + "label": "Period", + "options": "Prescription Duration" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "dosage_form", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Dosage Form", - "length": 0, - "no_copy": 0, - "options": "Dosage Form", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "fieldname": "dosage_form", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "label": "Dosage Form", + "options": "Dosage Form" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_7", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "fieldname": "column_break_7", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "comment", - "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Comment", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "fieldname": "comment", + "fieldtype": "Small Text", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Comment" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "0", - "fieldname": "use_interval", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Dosage by time interval", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "depends_on": "use_interval", + "fieldname": "interval", + "fieldtype": "Int", + "in_list_view": 1, + "label": "Interval" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "use_interval", - "fieldname": "interval", - "fieldtype": "Int", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Interval", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "default": "1", + "fieldname": "update_schedule", + "fieldtype": "Check", + "hidden": 1, + "label": "Update Schedule", + "print_hide": 1, + "report_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "use_interval", - "fieldname": "in_every", - "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Interval UOM", - "length": 0, - "no_copy": 0, - "options": "\nHour\nDay", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "depends_on": "use_interval", + "fieldname": "interval_uom", + "fieldtype": "Select", + "in_list_view": 1, + "label": "Interval UOM", + "options": "\nHour\nDay" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "1", - "fieldname": "update_schedule", - "fieldtype": "Check", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Update Schedule", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 + "default": "0", + "fieldname": "usage_interval", + "fieldtype": "Check", + "label": "Dosage by Time Interval" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2017-10-04 17:09:54.998517", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Drug Prescription", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 0, - "track_seen": 0 + ], + "istable": 1, + "links": [], + "modified": "2020-02-26 17:02:42.741338", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Drug Prescription", + "owner": "Administrator", + "permissions": [], + "restrict_to_domain": "Healthcare", + "sort_field": "modified", + "sort_order": "DESC" } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/drug_prescription/drug_prescription.py b/erpnext/healthcare/doctype/drug_prescription/drug_prescription.py index 0d99198fdef..68a2dc5d3c3 100755 --- a/erpnext/healthcare/doctype/drug_prescription/drug_prescription.py +++ b/erpnext/healthcare/doctype/drug_prescription/drug_prescription.py @@ -12,21 +12,21 @@ class DrugPrescription(Document): dosage = None period = None - if(self.dosage): - dosage = frappe.get_doc("Prescription Dosage",self.dosage) + if self.dosage: + dosage = frappe.get_doc('Prescription Dosage', self.dosage) for item in dosage.dosage_strength: quantity += item.strength - if(self.period and self.interval): - period = frappe.get_doc("Prescription Duration",self.period) - if(self.interval < period.get_days()): - quantity = quantity*(period.get_days()/self.interval) + if self.period and self.interval: + period = frappe.get_doc('Prescription Duration', self.period) + if self.interval < period.get_days(): + quantity = quantity * (period.get_days()/self.interval) - elif(self.interval and self.in_every and self.period): - period = frappe.get_doc("Prescription Duration",self.period) - interval_in = self.in_every - if(interval_in == 'Day' and (self.interval < period.get_days())): + elif self.interval and self.interval_uom and self.period: + period = frappe.get_doc('Prescription Duration', self.period) + interval_in = self.interval_uom + if interval_in == 'Day' and self.interval < period.get_days(): quantity = period.get_days()/self.interval - elif(interval_in == 'Hour' and (self.interval < period.get_hours())): + elif interval_in == 'Hour' and self.interval < period.get_hours(): quantity = period.get_hours()/self.interval if quantity > 0: return quantity diff --git a/erpnext/healthcare/doctype/exercise/__init__.py b/erpnext/healthcare/doctype/exercise/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/exercise/exercise.json b/erpnext/healthcare/doctype/exercise/exercise.json new file mode 100644 index 00000000000..2486a5d53ad --- /dev/null +++ b/erpnext/healthcare/doctype/exercise/exercise.json @@ -0,0 +1,61 @@ +{ + "actions": [], + "creation": "2020-03-11 09:25:00.968572", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "exercise_type", + "difficulty_level", + "counts_target", + "counts_completed", + "assistance_level" + ], + "fields": [ + { + "fieldname": "exercise_type", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Exercise Type", + "options": "Exercise Type", + "reqd": 1 + }, + { + "fetch_from": "exercise_type.difficulty_level", + "fieldname": "difficulty_level", + "fieldtype": "Link", + "label": "Difficulty Level", + "options": "Exercise Difficulty Level" + }, + { + "fieldname": "counts_target", + "fieldtype": "Int", + "in_list_view": 1, + "label": "Counts Target" + }, + { + "depends_on": "eval:doc.parenttype==\"Therapy\";", + "fieldname": "counts_completed", + "fieldtype": "Int", + "label": "Counts Completed" + }, + { + "fieldname": "assistance_level", + "fieldtype": "Select", + "label": "Assistance Level", + "options": "\nPassive\nActive Assist\nActive" + } + ], + "istable": 1, + "links": [], + "modified": "2020-04-10 13:41:06.662351", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Exercise", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/exercise/exercise.py b/erpnext/healthcare/doctype/exercise/exercise.py new file mode 100644 index 00000000000..efd89997fec --- /dev/null +++ b/erpnext/healthcare/doctype/exercise/exercise.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class Exercise(Document): + pass diff --git a/erpnext/healthcare/doctype/exercise_difficulty_level/__init__.py b/erpnext/healthcare/doctype/exercise_difficulty_level/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/exercise_difficulty_level/exercise_difficulty_level.js b/erpnext/healthcare/doctype/exercise_difficulty_level/exercise_difficulty_level.js new file mode 100644 index 00000000000..ff51c34f3f6 --- /dev/null +++ b/erpnext/healthcare/doctype/exercise_difficulty_level/exercise_difficulty_level.js @@ -0,0 +1,8 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Exercise Difficulty Level', { + // refresh: function(frm) { + + // } +}); diff --git a/erpnext/healthcare/doctype/exercise_difficulty_level/exercise_difficulty_level.json b/erpnext/healthcare/doctype/exercise_difficulty_level/exercise_difficulty_level.json new file mode 100644 index 00000000000..a6aed75e7a5 --- /dev/null +++ b/erpnext/healthcare/doctype/exercise_difficulty_level/exercise_difficulty_level.json @@ -0,0 +1,45 @@ +{ + "actions": [], + "autoname": "field:difficulty_level", + "creation": "2020-03-29 21:12:55.835941", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "difficulty_level" + ], + "fields": [ + { + "fieldname": "difficulty_level", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Difficulty Level", + "reqd": 1, + "unique": 1 + } + ], + "links": [], + "modified": "2020-03-31 23:14:33.554066", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Exercise Difficulty Level", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/exercise_difficulty_level/exercise_difficulty_level.py b/erpnext/healthcare/doctype/exercise_difficulty_level/exercise_difficulty_level.py new file mode 100644 index 00000000000..17e97b89609 --- /dev/null +++ b/erpnext/healthcare/doctype/exercise_difficulty_level/exercise_difficulty_level.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class ExerciseDifficultyLevel(Document): + pass diff --git a/erpnext/healthcare/doctype/exercise_difficulty_level/test_exercise_difficulty_level.py b/erpnext/healthcare/doctype/exercise_difficulty_level/test_exercise_difficulty_level.py new file mode 100644 index 00000000000..80ef3a7de89 --- /dev/null +++ b/erpnext/healthcare/doctype/exercise_difficulty_level/test_exercise_difficulty_level.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestExerciseDifficultyLevel(unittest.TestCase): + pass diff --git a/erpnext/healthcare/doctype/exercise_type/__init__.py b/erpnext/healthcare/doctype/exercise_type/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/exercise_type/exercise_type.js b/erpnext/healthcare/doctype/exercise_type/exercise_type.js new file mode 100644 index 00000000000..f450c9bccb0 --- /dev/null +++ b/erpnext/healthcare/doctype/exercise_type/exercise_type.js @@ -0,0 +1,180 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Exercise Type', { + refresh: function(frm) { + let wrapper = frm.fields_dict.steps_html.wrapper; + + frm.ExerciseEditor = new erpnext.ExerciseEditor(frm, wrapper); + } +}); + +erpnext.ExerciseEditor = Class.extend({ + init: function(frm, wrapper) { + this.wrapper = wrapper; + this.frm = frm; + this.make(frm, wrapper); + }, + + make: function(frm, wrapper) { + $(this.wrapper).empty(); + + this.exercise_toolbar = $('

\ + ').appendTo(this.wrapper); + + this.exercise_cards = $('

').appendTo(this.wrapper); + + let me = this; + + this.exercise_toolbar.find(".btn-add") + .html(__('Add')) + .on("click", function() { + me.show_add_card_dialog(frm); + }); + + if (frm.doc.steps_table.length > 0) { + this.make_cards(frm); + this.make_buttons(frm); + } + }, + + make_cards: function(frm) { + var me = this; + $(me.exercise_cards).empty(); + this.row = $('
').appendTo(me.exercise_cards); + + $.each(frm.doc.steps_table, function(i, step) { + $(repl(` +
+
+
+ ... +

%(title)s

+

%(description)s

+
+
+ + +
+
+
`, {image_src: step.image, title: step.title, description: step.description, col_id: "col-"+i, card_id: "card-"+i, id: i})).appendTo(me.row); + }); + }, + + make_buttons: function(frm) { + let me = this; + $('.btn-edit').on('click', function() { + let id = $(this).attr('data-id'); + me.show_edit_card_dialog(frm, id); + }); + + $('.btn-del').on('click', function() { + let id = $(this).attr('data-id'); + $('#card-'+id).addClass("zoomOutDelete"); + + setTimeout(() => { + // not using grid_rows[id].remove because + // grid_rows is not defined when the table is hidden + frm.doc.steps_table.pop(id); + frm.refresh_field('steps_table'); + $('#col-'+id).remove(); + }, 300); + }); + }, + + show_add_card_dialog: function(frm) { + let me = this; + let d = new frappe.ui.Dialog({ + title: __('Add Exercise Step'), + fields: [ + { + "label": "Title", + "fieldname": "title", + "fieldtype": "Data", + "reqd": 1 + }, + { + "label": "Attach Image", + "fieldname": "image", + "fieldtype": "Attach Image" + }, + { + "label": "Step Description", + "fieldname": "step_description", + "fieldtype": "Long Text" + } + ], + primary_action: function() { + let data = d.get_values(); + let i = frm.doc.steps_table.length; + $(repl(` +
+
+
+ ... +

%(title)s

+

%(description)s

+
+
+ + +
+
+
`, {image_src: data.image, title: data.title, description: data.step_description, col_id: "col-"+i, card_id: "card-"+i, id: i})).appendTo(me.row); + let step = frappe.model.add_child(frm.doc, 'Exercise Type Step', 'steps_table'); + step.title = data.title; + step.image = data.image; + step.description = data.step_description; + me.make_buttons(frm); + frm.refresh_field('steps_table'); + d.hide(); + }, + primary_action_label: __('Add') + }); + d.show(); + }, + + show_edit_card_dialog: function(frm, id) { + let new_dialog = new frappe.ui.Dialog({ + title: __("Edit Exercise Step"), + fields: [ + { + "label": "Title", + "fieldname": "title", + "fieldtype": "Data", + "reqd": 1 + }, + { + "label": "Attach Image", + "fieldname": "image", + "fieldtype": "Attach Image" + }, + { + "label": "Step Description", + "fieldname": "step_description", + "fieldtype": "Long Text" + } + ], + primary_action: () => { + let data = new_dialog.get_values(); + $('#card-'+id).find('.card-title').html(data.title); + $('#card-'+id).find('img').attr('src', data.image); + $('#card-'+id).find('.card-text').html(data.step_description); + + frm.doc.steps_table[id].title = data.title; + frm.doc.steps_table[id].image = data.image; + frm.doc.steps_table[id].description = data.step_description; + refresh_field('steps_table'); + new_dialog.hide(); + }, + primary_action_label: __("Save"), + }); + + new_dialog.set_values({ + title: frm.doc.steps_table[id].title, + image: frm.doc.steps_table[id].image, + step_description: frm.doc.steps_table[id].description + }); + new_dialog.show(); + } +}); diff --git a/erpnext/healthcare/doctype/exercise_type/exercise_type.json b/erpnext/healthcare/doctype/exercise_type/exercise_type.json new file mode 100644 index 00000000000..0db9c6e796c --- /dev/null +++ b/erpnext/healthcare/doctype/exercise_type/exercise_type.json @@ -0,0 +1,144 @@ +{ + "actions": [], + "creation": "2020-03-29 21:37:03.366344", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "exercise_name", + "body_parts", + "column_break_3", + "difficulty_level", + "section_break_5", + "description", + "section_break_7", + "exercise_steps", + "column_break_9", + "exercise_video", + "section_break_11", + "steps_html", + "section_break_13", + "steps_table" + ], + "fields": [ + { + "fieldname": "exercise_name", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Exercise Name", + "reqd": 1 + }, + { + "fieldname": "difficulty_level", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Difficulty Level", + "options": "Exercise Difficulty Level" + }, + { + "fieldname": "column_break_3", + "fieldtype": "Column Break" + }, + { + "fieldname": "section_break_5", + "fieldtype": "Section Break" + }, + { + "fieldname": "description", + "fieldtype": "Long Text", + "label": "Description" + }, + { + "fieldname": "section_break_7", + "fieldtype": "Section Break" + }, + { + "fieldname": "exercise_steps", + "fieldtype": "Attach", + "label": "Exercise Instructions" + }, + { + "fieldname": "exercise_video", + "fieldtype": "Link", + "label": "Exercise Video", + "options": "Video" + }, + { + "fieldname": "column_break_9", + "fieldtype": "Column Break" + }, + { + "fieldname": "steps_html", + "fieldtype": "HTML", + "label": "Steps" + }, + { + "fieldname": "steps_table", + "fieldtype": "Table", + "hidden": 1, + "label": "Steps Table", + "options": "Exercise Type Step" + }, + { + "fieldname": "section_break_11", + "fieldtype": "Section Break", + "label": "Exercise Steps" + }, + { + "fieldname": "section_break_13", + "fieldtype": "Section Break" + }, + { + "fieldname": "body_parts", + "fieldtype": "Table MultiSelect", + "label": "Body Parts", + "options": "Body Part Link" + } + ], + "links": [], + "modified": "2020-04-21 13:05:36.555060", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Exercise Type", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Healthcare Administrator", + "share": 1, + "write": 1 + }, + { + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Physician", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/exercise_type/exercise_type.py b/erpnext/healthcare/doctype/exercise_type/exercise_type.py new file mode 100644 index 00000000000..fb635c85788 --- /dev/null +++ b/erpnext/healthcare/doctype/exercise_type/exercise_type.py @@ -0,0 +1,15 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class ExerciseType(Document): + def autoname(self): + if self.difficulty_level: + self.name = ' - '.join(filter(None, [self.exercise_name, self.difficulty_level])) + else: + self.name = self.exercise_name + diff --git a/erpnext/healthcare/doctype/exercise_type/test_exercise_type.py b/erpnext/healthcare/doctype/exercise_type/test_exercise_type.py new file mode 100644 index 00000000000..bf217e893a6 --- /dev/null +++ b/erpnext/healthcare/doctype/exercise_type/test_exercise_type.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestExerciseType(unittest.TestCase): + pass diff --git a/erpnext/healthcare/doctype/exercise_type_step/__init__.py b/erpnext/healthcare/doctype/exercise_type_step/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/exercise_type_step/exercise_type_step.json b/erpnext/healthcare/doctype/exercise_type_step/exercise_type_step.json new file mode 100644 index 00000000000..b37ff007cb9 --- /dev/null +++ b/erpnext/healthcare/doctype/exercise_type_step/exercise_type_step.json @@ -0,0 +1,44 @@ +{ + "actions": [], + "creation": "2020-03-31 23:01:18.761967", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "title", + "image", + "description" + ], + "fields": [ + { + "fieldname": "title", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Title", + "reqd": 1 + }, + { + "fieldname": "image", + "fieldtype": "Attach Image", + "label": "Image" + }, + { + "fieldname": "description", + "fieldtype": "Long Text", + "in_list_view": 1, + "label": "Description" + } + ], + "istable": 1, + "links": [], + "modified": "2020-04-02 20:39:34.258512", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Exercise Type Step", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/exercise_type_step/exercise_type_step.py b/erpnext/healthcare/doctype/exercise_type_step/exercise_type_step.py new file mode 100644 index 00000000000..13d7e5732f6 --- /dev/null +++ b/erpnext/healthcare/doctype/exercise_type_step/exercise_type_step.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class ExerciseTypeStep(Document): + pass diff --git a/erpnext/healthcare/doctype/fee_validity/fee_validity.json b/erpnext/healthcare/doctype/fee_validity/fee_validity.json index 802f04a359c..b001bf024ce 100644 --- a/erpnext/healthcare/doctype/fee_validity/fee_validity.json +++ b/erpnext/healthcare/doctype/fee_validity/fee_validity.json @@ -1,259 +1,134 @@ { - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 0, - "beta": 1, - "creation": "2017-01-05 10:56:29.564806", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Setup", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_copy": 1, + "allow_import": 1, + "beta": 1, + "creation": "2017-01-05 10:56:29.564806", + "doctype": "DocType", + "document_type": "Setup", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "practitioner", + "patient", + "column_break_3", + "status", + "section_break_5", + "section_break_3", + "max_visits", + "visited", + "ref_appointments", + "column_break_6", + "start_date", + "valid_till" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "practitioner", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Healthcare Practitioner", - "length": 0, - "no_copy": 0, - "options": "Healthcare Practitioner", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "practitioner", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Healthcare Practitioner", + "options": "Healthcare Practitioner", + "read_only": 1, + "reqd": 1, + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "patient", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Patient", - "length": 0, - "no_copy": 0, - "options": "Patient", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "patient", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Patient", + "options": "Patient", + "read_only": 1, + "reqd": 1, + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "max_visit", - "fieldtype": "Int", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Max number of visit", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "visited", + "fieldtype": "Int", + "label": "Visited yet", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "visited", - "fieldtype": "Int", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Visited yet", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "valid_till", + "fieldtype": "Date", + "label": "Valid till", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "valid_till", - "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Valid till", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "section_break_3", + "fieldtype": "Section Break", + "label": "Validity", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "ref_invoice", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Reference Inv", - "length": 0, - "no_copy": 0, - "options": "Sales Invoice", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "column_break_6", + "fieldtype": "Column Break" + }, + { + "fieldname": "max_visits", + "fieldtype": "Int", + "label": "Max number of visit", + "read_only": 1 + }, + { + "fieldname": "column_break_3", + "fieldtype": "Column Break" + }, + { + "fieldname": "status", + "fieldtype": "Select", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Status", + "options": "Completed\nPending", + "read_only": 1 + }, + { + "fetch_from": "ref_appointment.appointment_date", + "fieldname": "start_date", + "fieldtype": "Date", + "label": "Start Date", + "read_only": 1 + }, + { + "fieldname": "ref_appointments", + "fieldtype": "Table MultiSelect", + "label": "Reference Appointments", + "options": "Fee Validity Reference", + "read_only": 1 + }, + { + "collapsible": 1, + "fieldname": "section_break_5", + "fieldtype": "Section Break" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-07-16 12:43:45.635230", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Fee Validity", - "name_case": "", - "owner": "Administrator", + ], + "in_create": 1, + "links": [], + "modified": "2020-03-17 20:25:06.487418", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Fee Validity", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Healthcare Administrator", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Healthcare Administrator", + "share": 1, "write": 1 } - ], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "search_fields": "practitioner, patient", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "title_field": "practitioner", - "track_changes": 0, - "track_seen": 0 + ], + "quick_entry": 1, + "restrict_to_domain": "Healthcare", + "search_fields": "practitioner, patient", + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "practitioner" } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/fee_validity/fee_validity.py b/erpnext/healthcare/doctype/fee_validity/fee_validity.py index 90285459ce5..058bc971929 100644 --- a/erpnext/healthcare/doctype/fee_validity/fee_validity.py +++ b/erpnext/healthcare/doctype/fee_validity/fee_validity.py @@ -9,28 +9,55 @@ from frappe.utils import getdate import datetime class FeeValidity(Document): - pass + def validate(self): + self.update_status() + self.set_start_date() -def update_fee_validity(fee_validity, date, ref_invoice=None): - max_visit = frappe.db.get_value("Healthcare Settings", None, "max_visit") - valid_days = frappe.db.get_value("Healthcare Settings", None, "valid_days") - if not valid_days: - valid_days = 1 - if not max_visit: - max_visit = 1 - date = getdate(date) - valid_till = date + datetime.timedelta(days=int(valid_days)) - fee_validity.max_visit = max_visit + def update_status(self): + if self.visited >= self.max_visits: + self.status = 'Completed' + else: + self.status = 'Pending' + + def set_start_date(self): + self.start_date = getdate() + for appointment in self.ref_appointments: + appointment_date = frappe.db.get_value('Patient Appointment', appointment.appointment, 'appointment_date') + if getdate(appointment_date) < self.start_date: + self.start_date = getdate(appointment_date) + + +def create_fee_validity(appointment): + if not check_is_new_patient(appointment): + return + + fee_validity = frappe.new_doc('Fee Validity') + fee_validity.practitioner = appointment.practitioner + fee_validity.patient = appointment.patient + fee_validity.max_visits = frappe.db.get_single_value('Healthcare Settings', 'max_visits') or 1 + valid_days = frappe.db.get_single_value('Healthcare Settings', 'valid_days') or 1 fee_validity.visited = 1 - fee_validity.valid_till = valid_till - fee_validity.ref_invoice = ref_invoice + fee_validity.valid_till = getdate(appointment.appointment_date) + datetime.timedelta(days=int(valid_days)) + fee_validity.append('ref_appointments', { + 'appointment': appointment.name + }) fee_validity.save(ignore_permissions=True) return fee_validity +def check_is_new_patient(appointment): + validity_exists = frappe.db.exists('Fee Validity', { + 'practitioner': appointment.practitioner, + 'patient': appointment.patient + }) + if validity_exists: + return False -def create_fee_validity(practitioner, patient, date, ref_invoice=None): - fee_validity = frappe.new_doc("Fee Validity") - fee_validity.practitioner = practitioner - fee_validity.patient = patient - fee_validity = update_fee_validity(fee_validity, date, ref_invoice) - return fee_validity + appointment_exists = frappe.db.get_all('Patient Appointment', { + 'name': ('!=', appointment.name), + 'status': ('!=', 'Cancelled'), + 'patient': appointment.patient, + 'practitioner': appointment.practitioner + }) + if len(appointment_exists) and appointment_exists[0]: + return False + return True \ No newline at end of file diff --git a/erpnext/healthcare/doctype/fee_validity/test_fee_validity.py b/erpnext/healthcare/doctype/fee_validity/test_fee_validity.py index 26b14504630..cdf692e68bd 100644 --- a/erpnext/healthcare/doctype/fee_validity/test_fee_validity.py +++ b/erpnext/healthcare/doctype/fee_validity/test_fee_validity.py @@ -5,100 +5,44 @@ from __future__ import unicode_literals import frappe import unittest -from frappe.utils.make_random import get_random -from frappe.utils import nowdate, add_days, getdate +from frappe.utils import nowdate, add_days +from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_appointment, create_healthcare_service_items test_dependencies = ["Company"] class TestFeeValidity(unittest.TestCase): - def test_fee_validity(self): + def setUp(self): frappe.db.sql("""delete from `tabPatient Appointment`""") frappe.db.sql("""delete from `tabFee Validity`""") - patient = get_random("Patient") - practitioner = get_random("Healthcare Practitioner") - department = get_random("Medical Department") + frappe.db.sql("""delete from `tabPatient`""") - if not patient: - patient = frappe.new_doc("Patient") - patient.patient_name = "_Test Patient" - patient.sex = "Male" - patient.save(ignore_permissions=True) - patient = patient.name + def test_fee_validity(self): + item = create_healthcare_service_items() + healthcare_settings = frappe.get_single("Healthcare Settings") + healthcare_settings.enable_free_follow_ups = 1 + healthcare_settings.max_visits = 2 + healthcare_settings.valid_days = 7 + healthcare_settings.automate_appointment_invoicing = 1 + healthcare_settings.op_consulting_charge_item = item + healthcare_settings.save(ignore_permissions=True) + patient, medical_department, practitioner = create_healthcare_docs() - if not department: - medical_department = frappe.new_doc("Medical Department") - medical_department.department = "_Test Medical Department" - medical_department.save(ignore_permissions=True) - department = medical_department.name - - if not practitioner: - practitioner = frappe.new_doc("Healthcare Practitioner") - practitioner.first_name = "_Test Healthcare Practitioner" - practitioner.department = department - practitioner.save(ignore_permissions=True) - practitioner = practitioner.name - - - - frappe.db.set_value("Healthcare Settings", None, "max_visit", 2) - frappe.db.set_value("Healthcare Settings", None, "valid_days", 7) - - appointment = create_appointment(patient, practitioner, nowdate(), department) + # appointment should not be invoiced. Check Fee Validity created for new patient + appointment = create_appointment(patient, practitioner, nowdate()) invoiced = frappe.db.get_value("Patient Appointment", appointment.name, "invoiced") self.assertEqual(invoiced, 0) - invoice_appointment(appointment) - - appointment = create_appointment(patient, practitioner, add_days(nowdate(), 4), department) - invoiced = frappe.db.get_value("Patient Appointment", appointment.name, "invoiced") - self.assertTrue(invoiced) - - appointment = create_appointment(patient, practitioner, add_days(nowdate(), 5), department) + # appointment should not be invoiced as it is within fee validity + appointment = create_appointment(patient, practitioner, add_days(nowdate(), 4)) invoiced = frappe.db.get_value("Patient Appointment", appointment.name, "invoiced") self.assertEqual(invoiced, 0) - appointment = create_appointment(patient, practitioner, add_days(nowdate(), 10), department) + # appointment should be invoiced as it is within fee validity but the max_visits are exceeded + appointment = create_appointment(patient, practitioner, add_days(nowdate(), 5), invoice=1) invoiced = frappe.db.get_value("Patient Appointment", appointment.name, "invoiced") - self.assertEqual(invoiced, 0) + self.assertEqual(invoiced, 1) -def create_appointment(patient, practitioner, appointment_date, department): - appointment = frappe.new_doc("Patient Appointment") - appointment.patient = patient - appointment.practitioner = practitioner - appointment.department = department - appointment.appointment_date = appointment_date - appointment.company = "_Test Company" - appointment.duration = 15 - appointment.save(ignore_permissions=True) - return appointment - -def invoice_appointment(appointment_doc): - if not appointment_doc.name: - return False - sales_invoice = frappe.new_doc("Sales Invoice") - sales_invoice.customer = frappe.get_value("Patient", appointment_doc.patient, "customer") - sales_invoice.due_date = getdate() - sales_invoice.is_pos = 0 - sales_invoice.company = appointment_doc.company - sales_invoice.debit_to = "_Test Receivable - _TC" - - create_invoice_items(appointment_doc, sales_invoice) - - sales_invoice.save(ignore_permissions=True) - sales_invoice.submit() - -def create_invoice_items(appointment, invoice): - item_line = invoice.append("items") - item_line.item_name = "Consulting Charges" - item_line.description = "Consulting Charges: " + appointment.practitioner - item_line.uom = "Nos" - item_line.conversion_factor = 1 - item_line.income_account = "_Test Account Cost for Goods Sold - _TC" - item_line.cost_center = "_Test Cost Center - _TC" - item_line.rate = 250 - item_line.amount = 250 - item_line.qty = 1 - item_line.reference_dt = "Patient Appointment" - item_line.reference_dn = appointment.name - - return invoice + # appointment should be invoiced as it is not within fee validity and the max_visits are exceeded + appointment = create_appointment(patient, practitioner, add_days(nowdate(), 10), invoice=1) + invoiced = frappe.db.get_value("Patient Appointment", appointment.name, "invoiced") + self.assertEqual(invoiced, 1) \ No newline at end of file diff --git a/erpnext/healthcare/doctype/fee_validity_reference/__init__.py b/erpnext/healthcare/doctype/fee_validity_reference/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/fee_validity_reference/fee_validity_reference.json b/erpnext/healthcare/doctype/fee_validity_reference/fee_validity_reference.json new file mode 100644 index 00000000000..40f128e973d --- /dev/null +++ b/erpnext/healthcare/doctype/fee_validity_reference/fee_validity_reference.json @@ -0,0 +1,32 @@ +{ + "actions": [], + "creation": "2020-03-13 16:08:42.859996", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "appointment" + ], + "fields": [ + { + "fieldname": "appointment", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Patient Appointment", + "options": "Patient Appointment", + "reqd": 1 + } + ], + "istable": 1, + "links": [], + "modified": "2020-03-15 00:27:02.076470", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Fee Validity Reference", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/fee_validity_reference/fee_validity_reference.py b/erpnext/healthcare/doctype/fee_validity_reference/fee_validity_reference.py new file mode 100644 index 00000000000..c8192808320 --- /dev/null +++ b/erpnext/healthcare/doctype/fee_validity_reference/fee_validity_reference.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class FeeValidityReference(Document): + pass diff --git a/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.js b/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.js index efca484d6ac..4ab3b6e9c1b 100644 --- a/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.js +++ b/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.js @@ -4,7 +4,7 @@ frappe.ui.form.on('Healthcare Practitioner', { setup: function(frm) { frm.set_query('account', 'accounts', function(doc, cdt, cdn) { - var d = locals[cdt][cdn]; + let d = locals[cdt][cdn]; return { filters: { 'root_type': 'Income', @@ -16,23 +16,28 @@ frappe.ui.form.on('Healthcare Practitioner', { }, refresh: function(frm) { frappe.dynamic_link = {doc: frm.doc, fieldname: 'name', doctype: 'Healthcare Practitioner'}; - if(!frm.is_new()) { + + if (!frm.is_new()) { frappe.contacts.render_address_and_contact(frm); + } else { + frappe.contacts.clear_address_and_contact(frm); } - frm.set_query("service_unit", "practitioner_schedules", function(){ + + frm.set_query('service_unit', 'practitioner_schedules', function(){ return { filters: { - "is_group": false, - "allow_appointments": true + 'is_group': false, + 'allow_appointments': true } }; }); + set_query_service_item(frm, 'inpatient_visit_charge_item'); set_query_service_item(frm, 'op_consulting_charge_item'); } }); -var set_query_service_item = function(frm, service_item_field) { +let set_query_service_item = function(frm, service_item_field) { frm.set_query(service_item_field, function() { return { filters: { @@ -43,62 +48,62 @@ var set_query_service_item = function(frm, service_item_field) { }); }; -frappe.ui.form.on("Healthcare Practitioner", "user_id",function(frm) { - if(frm.doc.user_id){ +frappe.ui.form.on('Healthcare Practitioner', 'user_id',function(frm) { + if (frm.doc.user_id) { frappe.call({ - "method": "frappe.client.get", + 'method': 'frappe.client.get', args: { - doctype: "User", + doctype: 'User', name: frm.doc.user_id }, callback: function (data) { frappe.model.get_value('Employee', {'user_id': frm.doc.user_id}, 'name', function(data) { - if(data){ - if(!frm.doc.employee || frm.doc.employee != data.name) - frappe.model.set_value(frm.doctype,frm.docname, "employee", data.name); - }else{ - frappe.model.set_value(frm.doctype,frm.docname, "employee", ""); + if (data) { + if (!frm.doc.employee || frm.doc.employee != data.name) + frappe.model.set_value(frm.doctype, frm.docname, 'employee', data.name); + } else { + frappe.model.set_value(frm.doctype, frm.docname, 'employee', ''); } } ); - if(!frm.doc.first_name || frm.doc.first_name != data.message.first_name) - frappe.model.set_value(frm.doctype,frm.docname, "first_name", data.message.first_name); - if(!frm.doc.middle_name || frm.doc.middle_name != data.message.middle_name) - frappe.model.set_value(frm.doctype,frm.docname, "middle_name", data.message.middle_name); - if(!frm.doc.last_name || frm.doc.last_name != data.message.last_name) - frappe.model.set_value(frm.doctype,frm.docname, "last_name", data.message.last_name); - if(!frm.doc.mobile_phone || frm.doc.mobile_phone != data.message.mobile_no) - frappe.model.set_value(frm.doctype,frm.docname, "mobile_phone", data.message.mobile_no); + if (!frm.doc.first_name || frm.doc.first_name != data.message.first_name) + frappe.model.set_value(frm.doctype,frm.docname, 'first_name', data.message.first_name); + if (!frm.doc.middle_name || frm.doc.middle_name != data.message.middle_name) + frappe.model.set_value(frm.doctype,frm.docname, 'middle_name', data.message.middle_name); + if (!frm.doc.last_name || frm.doc.last_name != data.message.last_name) + frappe.model.set_value(frm.doctype,frm.docname, 'last_name', data.message.last_name); + if (!frm.doc.mobile_phone || frm.doc.mobile_phone != data.message.mobile_no) + frappe.model.set_value(frm.doctype,frm.docname, 'mobile_phone', data.message.mobile_no); } }); } }); -frappe.ui.form.on("Healthcare Practitioner", "employee", function(frm) { - if(frm.doc.employee){ +frappe.ui.form.on('Healthcare Practitioner', 'employee', function(frm) { + if (frm.doc.employee){ frappe.call({ - "method": "frappe.client.get", + 'method': 'frappe.client.get', args: { - doctype: "Employee", + doctype: 'Employee', name: frm.doc.employee }, callback: function (data) { - if(!frm.doc.user_id || frm.doc.user_id != data.message.user_id) - frm.set_value("user_id", data.message.user_id); - if(!frm.doc.designation || frm.doc.designation != data.message.designation) - frappe.model.set_value(frm.doctype,frm.docname, "designation", data.message.designation); - if(!frm.doc.first_name || !frm.doc.user_id){ - frappe.model.set_value(frm.doctype,frm.docname, "first_name", data.message.employee_name); - frappe.model.set_value(frm.doctype,frm.docname, "middle_name", ""); - frappe.model.set_value(frm.doctype,frm.docname, "last_name", ""); + if (!frm.doc.user_id || frm.doc.user_id != data.message.user_id) + frm.set_value('user_id', data.message.user_id); + if (!frm.doc.designation || frm.doc.designation != data.message.designation) + frappe.model.set_value(frm.doctype,frm.docname, 'designation', data.message.designation); + if (!frm.doc.first_name || !frm.doc.user_id){ + frappe.model.set_value(frm.doctype,frm.docname, 'first_name', data.message.first_name); + frappe.model.set_value(frm.doctype,frm.docname, 'middle_name', ''); + frappe.model.set_value(frm.doctype,frm.docname, 'last_name', data.message.last_name); } - if(!frm.doc.mobile_phone || !frm.doc.user_id) - frappe.model.set_value(frm.doctype,frm.docname, "mobile_phone", data.message.cell_number); - if(!frm.doc.address || frm.doc.address != data.message.current_address) - frappe.model.set_value(frm.doctype,frm.docname, "address", data.message.current_address); + if (!frm.doc.mobile_phone || !frm.doc.user_id) + frappe.model.set_value(frm.doctype,frm.docname, 'mobile_phone', data.message.cell_number); + if (!frm.doc.address || frm.doc.address != data.message.current_address) + frappe.model.set_value(frm.doctype,frm.docname, 'address', data.message.current_address); } }); } diff --git a/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.json b/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.json index 4a848a081da..fd5b6e12f66 100644 --- a/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.json +++ b/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.json @@ -1,1041 +1,327 @@ { + "actions": [], "allow_copy": 1, - 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"report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Inpatient Visit Charge" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "contacts_and_address", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Contacts and Address", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, + "depends_on": "eval: !doc.__islocal", "fieldname": "address_html", "fieldtype": "HTML", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Address HTML", - "length": 0, "no_copy": 1, - "permlevel": 0, - "precision": "", "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "report_hide": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "column_break_19", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldtype": "Column Break" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, + "depends_on": "eval: !doc.__islocal", "fieldname": "contact_html", "fieldtype": "HTML", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Contact HTML", - "length": 0, "no_copy": 1, - "permlevel": 0, - "precision": "", "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "report_hide": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, + "collapsible": 1, "fieldname": "account_details", "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Account Details", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Account Details" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "accounts", "fieldtype": "Table", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Income Account", - "length": 0, - "no_copy": 0, - "options": "Party Account", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "Party Account" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "default_currency", "fieldtype": "Link", "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Default Currency", - "length": 0, "no_copy": 1, "options": "Currency", - "permlevel": 0, - "precision": "", "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, + "report_hide": 1 + }, + { + "bold": 1, + "fieldname": "practitioner_name", + "fieldtype": "Data", + "in_global_search": 1, + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Full Name", + "read_only": 1, + "search_index": 1 + }, + { + "fieldname": "naming_series", + "fieldtype": "Select", + "label": "Series", + "options": "HLC-PRAC-.YYYY.-", "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "set_only_once": 1 + }, + { + "fieldname": "gender", + "fieldtype": "Link", + "label": "Gender", + "options": "Gender" + }, + { + "fieldname": "employee_and_user_details_section", + "fieldtype": "Section Break", + "label": "Employee and User Details" + }, + { + "fieldname": "column_break_17", + "fieldtype": "Column Break" + }, + { + "default": "Active", + "fieldname": "status", + "fieldtype": "Select", + "in_list_view": 1, + "label": "Status", + "options": "\nActive\nDisabled", + "reqd": 1 + }, + { + "fieldname": "basic_details_section", + "fieldtype": "Section Break", + "label": "Basic Details" + }, + { + "collapsible": 1, + "depends_on": "eval: !doc.__islocal", + "fieldname": "address_and_contacts_section", + "fieldtype": "Section Break", + "label": "Address and Contacts" } ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, "image_field": "image", - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-11-23 08:54:51.442105", + "links": [], + "modified": "2020-04-06 13:44:24.759623", "modified_by": "Administrator", "module": "Healthcare", "name": "Healthcare Practitioner", - "name_case": "", "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, "create": 1, - "delete": 0, "email": 1, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Laboratory User", - "set_user_permissions": 0, "share": 1, - "submit": 0, "write": 1 }, { - "amend": 0, - "cancel": 0, "create": 1, "delete": 1, "email": 1, "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Physician", - "set_user_permissions": 0, "share": 1, - "submit": 0, "write": 1 }, { - "amend": 0, - "cancel": 0, "create": 1, "delete": 1, "email": 1, "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Nursing User", - "set_user_permissions": 0, "share": 1, - "submit": 0, "write": 1 } ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, "restrict_to_domain": "Healthcare", - "search_fields": "first_name,mobile_phone,office_phone", + "search_fields": "practitioner_name, mobile_phone, office_phone", "show_name_in_global_search": 1, "sort_field": "modified", "sort_order": "DESC", - "title_field": "first_name", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 + "title_field": "practitioner_name", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.py b/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.py index ad32e946312..0c13b6af9db 100644 --- a/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.py +++ b/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.py @@ -5,10 +5,10 @@ from __future__ import unicode_literals import frappe from frappe.model.document import Document -from frappe import throw, _ -from frappe.utils import cstr +from frappe import _ from erpnext.accounts.party import validate_party_accounts from frappe.contacts.address_and_contact import load_address_and_contact, delete_contact_and_address +from frappe.model.naming import append_number_if_name_exists from frappe.desk.reportview import build_match_conditions, get_filters_cond class HealthcarePractitioner(Document): @@ -16,63 +16,66 @@ class HealthcarePractitioner(Document): load_address_and_contact(self) def autoname(self): - # practitioner first_name and last_name - self.name = " ".join(filter(None, - [cstr(self.get(f)).strip() for f in ["first_name","middle_name","last_name"]])) + # concat first and last name + self.name = self.practitioner_name + + if frappe.db.exists('Healthcare Practitioner', self.name): + self.name = append_number_if_name_exists('Contact', self.name) def validate(self): + self.set_full_name() validate_party_accounts(self) if self.inpatient_visit_charge_item: - validate_service_item(self.inpatient_visit_charge_item, "Configure a service Item for Inpatient Visit Charge Item") + validate_service_item(self.inpatient_visit_charge_item, 'Configure a service Item for Inpatient Consulting Charge Item') if self.op_consulting_charge_item: - validate_service_item(self.op_consulting_charge_item, "Configure a service Item for Out Patient Consulting Charge Item") + validate_service_item(self.op_consulting_charge_item, 'Configure a service Item for Out Patient Consulting Charge Item') if self.user_id: - self.validate_for_enabled_user_id() - self.validate_duplicate_user_id() - existing_user_id = frappe.db.get_value("Healthcare Practitioner", self.name, "user_id") - if self.user_id != existing_user_id: - frappe.permissions.remove_user_permission( - "Healthcare Practitioner", self.name, existing_user_id) - + self.validate_user_id() else: - existing_user_id = frappe.db.get_value("Healthcare Practitioner", self.name, "user_id") + existing_user_id = frappe.db.get_value('Healthcare Practitioner', self.name, 'user_id') if existing_user_id: frappe.permissions.remove_user_permission( - "Healthcare Practitioner", self.name, existing_user_id) + 'Healthcare Practitioner', self.name, existing_user_id) def on_update(self): if self.user_id: - frappe.permissions.add_user_permission("Healthcare Practitioner", self.name, self.user_id) + frappe.permissions.add_user_permission('Healthcare Practitioner', self.name, self.user_id) + def set_full_name(self): + if self.last_name: + self.practitioner_name = ' '.join(filter(None, [self.first_name, self.last_name])) + else: + self.practitioner_name = self.first_name - def validate_for_enabled_user_id(self): - enabled = frappe.db.get_value("User", self.user_id, "enabled") - if enabled is None: - frappe.throw(_("User {0} does not exist").format(self.user_id)) - if enabled == 0: - frappe.throw(_("User {0} is disabled").format(self.user_id)) + def validate_user_id(self): + if not frappe.db.exists('User', self.user_id): + frappe.throw(_('User {0} does not exist').format(self.user_id)) + elif not frappe.db.exists('User', self.user_id, 'enabled'): + frappe.throw(_('User {0} is disabled').format(self.user_id)) - def validate_duplicate_user_id(self): - practitioner = frappe.db.sql_list("""select name from `tabHealthcare Practitioner` where - user_id=%s and name!=%s""", (self.user_id, self.name)) + # check duplicate + practitioner = frappe.db.exists('Healthcare Practitioner', { + 'user_id': self.user_id, + 'name': ('!=', self.name) + }) if practitioner: - throw(_("User {0} is already assigned to Healthcare Practitioner {1}").format( - self.user_id, practitioner[0]), frappe.DuplicateEntryError) + frappe.throw(_('User {0} is already assigned to Healthcare Practitioner {1}').format( + self.user_id, practitioner)) def on_trash(self): delete_contact_and_address('Healthcare Practitioner', self.name) def validate_service_item(item, msg): - if frappe.db.get_value("Item", item, "is_stock_item") == 1: + if frappe.db.get_value('Item', item, 'is_stock_item'): frappe.throw(_(msg)) def get_practitioner_list(doctype, txt, searchfield, start, page_len, filters=None): - fields = ["name", "first_name", "mobile_phone"] + fields = ['name', 'practitioner_name', 'mobile_phone'] filters = { - 'name': ("like", "%%%s%%" % txt) + 'name': ('like', '%%%s%%' % txt) } - return frappe.get_all("Healthcare Practitioner", fields = fields, - filters = filters, start=start, page_length=page_len, order_by="name, first_name", as_list=1) + return frappe.get_all('Healthcare Practitioner', fields = fields, + filters = filters, start=start, page_length=page_len, order_by='name, practitioner_name', as_list=1) diff --git a/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner_dashboard.py b/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner_dashboard.py index 70c0b3c098d..bcee44430ac 100644 --- a/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner_dashboard.py +++ b/erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner_dashboard.py @@ -9,7 +9,11 @@ def get_data(): 'transactions': [ { 'label': _('Appointments and Patient Encounters'), - 'items': ['Patient Appointment', 'Patient Encounter'] + 'items': ['Patient Appointment', 'Patient Encounter', 'Fee Validity'] + }, + { + 'label': _('Consultation'), + 'items': ['Clinical Procedure', 'Lab Test'] } ] } diff --git a/erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.js b/erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.js index 8480a526b44..2cdd5506565 100644 --- a/erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.js +++ b/erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.js @@ -3,7 +3,7 @@ frappe.ui.form.on('Healthcare Service Unit', { onload: function(frm) { - frm.list_route = "Tree/Healthcare Service Unit"; + frm.list_route = 'Tree/Healthcare Service Unit'; // get query select healthcare service unit frm.fields_dict['parent_healthcare_service_unit'].get_query = function(doc) { @@ -16,32 +16,32 @@ frappe.ui.form.on('Healthcare Service Unit', { }; }, refresh: function(frm) { - frm.trigger("set_root_readonly"); - frm.set_df_property("service_unit_type", "reqd", 1); - frm.add_custom_button(__("Healthcare Service Unit Tree"), function() { - frappe.set_route("Tree", "Healthcare Service Unit"); + frm.trigger('set_root_readonly'); + frm.set_df_property('service_unit_type', 'reqd', 1); + frm.add_custom_button(__('Healthcare Service Unit Tree'), function() { + frappe.set_route('Tree', 'Healthcare Service Unit'); }); }, set_root_readonly: function(frm) { // read-only for root healthcare service unit - frm.set_intro(""); - if(!frm.doc.parent_healthcare_service_unit) { + frm.set_intro(''); + if (!frm.doc.parent_healthcare_service_unit) { frm.set_read_only(); - frm.set_intro(__("This is a root healthcare service unit and cannot be edited."), true); + frm.set_intro(__('This is a root healthcare service unit and cannot be edited.'), true); } }, allow_appointments: function(frm) { - if(!frm.doc.allow_appointments){ - frm.set_value("overlap_appointments", false); + if (!frm.doc.allow_appointments) { + frm.set_value('overlap_appointments', false); } }, is_group: function(frm) { - if(frm.doc.is_group == 1){ - frm.set_value("allow_appointments", false); - frm.set_df_property("service_unit_type", "reqd", 0); + if (frm.doc.is_group == 1) { + frm.set_value('allow_appointments', false); + frm.set_df_property('service_unit_type', 'reqd', 0); } - else{ - frm.set_df_property("service_unit_type", "reqd", 1); + else { + frm.set_df_property('service_unit_type', 'reqd', 1); } } }); diff --git a/erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.json b/erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.json index 8601f69c075..ea4ae846f7d 100644 --- a/erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.json +++ b/erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.json @@ -9,6 +9,7 @@ "doctype": "DocType", "document_type": "Setup", "editable_grid": 1, + "engine": "InnoDB", "field_order": [ "healthcare_service_unit_name", "parent_healthcare_service_unit", @@ -18,6 +19,7 @@ "overlap_appointments", "inpatient_occupancy", "occupancy_status", + "column_break_9", "warehouse", "company", "lft", @@ -99,9 +101,13 @@ "fieldtype": "Select", "label": "Occupancy Status", "no_copy": 1, - "options": "Vacant\nOccupied", + "options": "\nVacant\nOccupied", "read_only": 1 }, + { + "fieldname": "column_break_9", + "fieldtype": "Column Break" + }, { "bold": 1, "depends_on": "eval:doc.is_group != 1", @@ -153,13 +159,11 @@ "report_hide": 1 } ], - "is_tree": 1, "links": [], - "modified": "2020-03-18 18:02:23.713439", + "modified": "2020-03-26 16:13:08.675952", "modified_by": "Administrator", "module": "Healthcare", "name": "Healthcare Service Unit", - "nsm_parent_field": "parent_healthcare_service_unit", "owner": "Administrator", "permissions": [ { diff --git a/erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.py b/erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.py index b40869348d6..13cc43d2be4 100644 --- a/erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.py +++ b/erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.py @@ -23,9 +23,9 @@ class HealthcareServiceUnit(NestedSet): self.validate_one_root() def validate(self): - if self.is_group == 1: + if self.is_group: self.allow_appointments = 0 self.overlap_appointments = 0 self.inpatient_occupancy = 0 - elif self.allow_appointments != 1: + elif not self.allow_appointments: self.overlap_appointments = 0 diff --git a/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type.js b/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type.js index 288ebc40b4e..eb33ab68c0d 100644 --- a/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type.js +++ b/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type.js @@ -2,118 +2,85 @@ // For license information, please see license.txt frappe.ui.form.on('Healthcare Service Unit Type', { + refresh: function(frm) { + frm.set_df_property('item_code', 'read_only', frm.doc.__islocal ? 0 : 1); + if (!frm.doc.__islocal && frm.doc.is_billable) { + frm.add_custom_button(__('Change Item Code'), function() { + change_item_code(cur_frm, frm.doc); + }); + } + }, + service_unit_type: function(frm) { set_item_details(frm); - if(!frm.doc.__islocal){ + + if (!frm.doc.__islocal) { frm.doc.change_in_item = 1; } }, + is_billable: function(frm) { set_item_details(frm); }, - refresh: function(frm) { - frm.set_df_property("item_code", "read_only", frm.doc.__islocal ? 0 : 1); - if(!frm.doc.__islocal) { - frm.add_custom_button(__('Change Item Code'), function() { - change_item_code(cur_frm,frm.doc); - } ); - if(frm.doc.disabled == 1){ - frm.add_custom_button(__('Enable'), function() { - enable(cur_frm); - } ); - } - else{ - frm.add_custom_button(__('Disable'), function() { - disable(cur_frm); - } ); - } - } - }, + rate: function(frm) { - if(!frm.doc.__islocal){ + if (!frm.doc.__islocal) { frm.doc.change_in_item = 1; } }, item_group: function(frm) { - if(!frm.doc.__islocal){ + if (!frm.doc.__islocal) { frm.doc.change_in_item = 1; } }, description: function(frm) { - if(!frm.doc.__islocal){ + if (!frm.doc.__islocal) { frm.doc.change_in_item = 1; } } }); -var disable = function(frm){ - var doc = frm.doc; - frappe.call({ - method: "erpnext.healthcare.doctype.healthcare_service_unit_type.healthcare_service_unit_type.disable_enable", - args: {status: 1, doc_name: doc.name, item: doc.item, is_billable: doc.is_billable}, - callback: function(){ - cur_frm.reload_doc(); - } - }); +let set_item_details = function(frm) { + if (frm.doc.service_unit_type && frm.doc.is_billable) { + if (!frm.doc.item_code) + frm.set_value('item_code', frm.doc.service_unit_type); + if (!frm.doc.description) + frm.set_value('description', frm.doc.service_unit_type); + if (!frm.doc.item_group) + frm.set_value('item_group', 'Services'); + } }; -var enable = function(frm){ - var doc = frm.doc; - frappe.call({ - method: "erpnext.healthcare.doctype.healthcare_service_unit_type.healthcare_service_unit_type.disable_enable", - args: {status: 0, doc_name: doc.name, item: doc.item, is_billable: doc.is_billable}, - callback: function(){ - cur_frm.reload_doc(); - } - }); -}; - -var change_item_code = function(frm, doc){ - var d = new frappe.ui.Dialog({ - title:__("Change Item Code"), - fields:[ +let change_item_code = function(frm, doc) { + let d = new frappe.ui.Dialog({ + title: __('Change Item Code'), + fields: [ { - "fieldtype": "Data", - "label": "Item Code", - "fieldname": "Item Code", - reqd:1 - }, - { - "fieldtype": "Button", - "label": __("Change Code"), - click: function() { - var values = d.get_values(); - if(!values) - return; - change_item_code_from_unit_type(values["Item Code"], doc); - d.hide(); - } + 'fieldtype': 'Data', + 'label': 'Item Code', + 'fieldname': 'item_code', + 'default': doc.item_code, + reqd: 1, } - ] + ], + primary_action: function() { + let values = d.get_values(); + if (values) { + frappe.call({ + "method": "erpnext.healthcare.doctype.healthcare_service_unit_type.healthcare_service_unit_type.change_item_code", + "args": {item: doc.item, item_code: values['item_code'], doc_name: doc.name}, + callback: function () { + frm.reload_doc(); + } + }); + } + d.hide(); + }, + primary_action_label: __("Change Template Code") }); + d.show(); d.set_values({ 'Item Code': frm.doc.item_code }); - - var change_item_code_from_unit_type = function(item_code, doc){ - frappe.call({ - "method": "erpnext.healthcare.doctype.healthcare_service_unit_type.healthcare_service_unit_type.change_item_code", - "args": {item: doc.item, item_code: item_code, doc_name: doc.name}, - callback: function () { - frm.reload_doc(); - } - }); - }; -}; - -var set_item_details = function(frm) { - if(frm.doc.service_unit_type && frm.doc.is_billable == 1){ - if(!frm.doc.item_code) - frm.set_value("item_code", frm.doc.service_unit_type); - if(!frm.doc.description) - frm.set_value("description", frm.doc.service_unit_type); - if(!frm.doc.item_group) - frm.set_value("item_group", 'Services'); - } }; diff --git a/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type.json b/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type.json index 40681e9f77d..5fa47d91bc2 100644 --- a/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type.json +++ b/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type.json @@ -1,588 +1,164 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 1, - "autoname": "field:service_unit_type", - "beta": 0, - "creation": "2018-07-11 16:47:51.414675", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_import": 1, + "allow_rename": 1, + "autoname": "field:service_unit_type", + "creation": "2018-07-11 16:47:51.414675", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "disabled", + "service_unit_type", + "allow_appointments", + "overlap_appointments", + "inpatient_occupancy", + "is_billable", + "item_details", + "item", + "item_code", + "item_group", + "uom", + "no_of_hours", + "column_break_11", + "rate", + "description", + "change_in_item" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "service_unit_type", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Service Unit Type", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, + "fieldname": "service_unit_type", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Service Unit Type", + "reqd": 1, "unique": 1 - }, + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 1, - "collapsible": 0, - "columns": 0, - "default": "0", - "depends_on": "eval:doc.inpatient_occupancy != 1", - "fieldname": "allow_appointments", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Allow Appointments", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "bold": 1, + "default": "0", + "depends_on": "eval:doc.inpatient_occupancy != 1", + "fieldname": "allow_appointments", + "fieldtype": "Check", + "label": "Allow Appointments", + "no_copy": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 1, - "collapsible": 0, - "columns": 0, - "default": "0", - "depends_on": "eval:doc.allow_appointments == 1 && doc.inpatient_occupany != 1", - "fieldname": "overlap_appointments", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Allow Overlap", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "bold": 1, + "default": "0", + "depends_on": "eval:doc.allow_appointments == 1 && doc.inpatient_occupany != 1", + "fieldname": "overlap_appointments", + "fieldtype": "Check", + "label": "Allow Overlap", + "no_copy": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 1, - "collapsible": 0, - "columns": 0, - "default": "0", - "depends_on": "eval:doc.allow_appointments != 1", - "fieldname": "inpatient_occupancy", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Inpatient Occupancy", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "bold": 1, + "default": "0", + "depends_on": "eval:doc.allow_appointments != 1", + "fieldname": "inpatient_occupancy", + "fieldtype": "Check", + "label": "Inpatient Occupancy", + "no_copy": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 1, - "collapsible": 0, - "columns": 0, - "depends_on": "eval:doc.inpatient_occupancy == 1 && doc.allow_appointments != 1", - "fieldname": "is_billable", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Is Billable", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "bold": 1, + "default": "0", + "depends_on": "eval:doc.inpatient_occupancy == 1 && doc.allow_appointments != 1", + "fieldname": "is_billable", + "fieldtype": "Check", + "label": "Is Billable" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "is_billable", - "fieldname": "item_details", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Item Details", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "depends_on": "is_billable", + "fieldname": "item_details", + "fieldtype": "Section Break", + "label": "Item Details" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "item", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Item", - "length": 0, - "no_copy": 0, - "options": "Item", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "item", + "fieldtype": "Link", + "label": "Item", + "options": "Item", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "item_code", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Item Code", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "item_code", + "fieldtype": "Data", + "label": "Item Code", + "mandatory_depends_on": "eval: doc.is_billable == 1" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "item_group", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Item Group", - "length": 0, - "no_copy": 0, - "options": "Item Group", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "item_group", + "fieldtype": "Link", + "label": "Item Group", + "mandatory_depends_on": "eval: doc.is_billable == 1", + "options": "Item Group" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "uom", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "UOM", - "length": 0, - "no_copy": 0, - "options": "UOM", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "uom", + "fieldtype": "Link", + "label": "UOM", + "mandatory_depends_on": "eval: doc.is_billable == 1", + "options": "UOM" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "no_of_hours", - "fieldtype": "Int", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "UOM Conversion in Hours", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "no_of_hours", + "fieldtype": "Int", + "label": "UOM Conversion in Hours", + "mandatory_depends_on": "eval: doc.is_billable == 1" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_11", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_11", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "rate", - "fieldtype": "Currency", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Rate / UOM", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "rate", + "fieldtype": "Currency", + "label": "Rate / UOM" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "0", - "fieldname": "disabled", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Disabled", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "disabled", + "fieldtype": "Check", + "label": "Disabled", + "no_copy": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "description", - "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Description", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "description", + "fieldtype": "Small Text", + "label": "Description" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "change_in_item", - "fieldtype": "Check", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Change in Item", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "default": "0", + "fieldname": "change_in_item", + "fieldtype": "Check", + "hidden": 1, + "label": "Change in Item" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-08-08 13:00:23.751635", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Healthcare Service Unit Type", - "name_case": "", - "owner": "Administrator", + ], + "links": [], + "modified": "2020-01-30 16:06:00.624496", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Healthcare Service Unit Type", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Healthcare Administrator", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Healthcare Administrator", + "share": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "title_field": "service_unit_type", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 + ], + "restrict_to_domain": "Healthcare", + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "service_unit_type" } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type.py b/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type.py index 43f01c86b94..286ecc0ff8e 100644 --- a/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type.py +++ b/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type.py @@ -10,109 +10,107 @@ from frappe.model.rename_doc import rename_doc class HealthcareServiceUnitType(Document): def validate(self): - if self.is_billable == 1: - if not self.uom or not self.item_group or not self.description or not self.no_of_hours > 0: - frappe.throw(_("Configure Item Fields like UOM, Item Group, Description and No of Hours.")) + if self.is_billable: + if self.disabled: + frappe.db.set_value('Item', self.item, 'disabled', 1) + else: + frappe.db.set_value('Item', self.item, 'disabled', 0) def after_insert(self): if self.inpatient_occupancy and self.is_billable: create_item(self) def on_trash(self): - if(self.item): + if self.item: try: - frappe.delete_doc("Item",self.item) + frappe.delete_doc('Item', self.item) except Exception: - frappe.throw(_("""Not permitted. Please disable the Service Unit Type""")) + frappe.throw(_('Not permitted. Please disable the Service Unit Type')) def on_update(self): - if(self.change_in_item and self.is_billable == 1 and self.item): - updating_item(self) - item_price = item_price_exist(self) - if not item_price: - if(self.rate != 0.0): - price_list_name = frappe.db.get_value("Price List", {"selling": 1}) - if(self.rate): - make_item_price(self.item_code, price_list_name, self.rate) - else: - make_item_price(self.item_code, price_list_name, 0.0) - else: - frappe.db.set_value("Item Price", item_price, "price_list_rate", self.rate) + if self.change_in_item and self.is_billable and self.item: + update_item(self) - frappe.db.set_value(self.doctype,self.name,"change_in_item",0) - elif(self.is_billable == 0 and self.item): - frappe.db.set_value("Item",self.item,"disabled",1) + item_price = item_price_exists(self) + + if not item_price: + price_list_name = frappe.db.get_value('Price List', {'selling': 1}) + if self.rate: + make_item_price(self.item_code, price_list_name, self.rate) + else: + make_item_price(self.item_code, price_list_name, 0.0) + else: + frappe.db.set_value('Item Price', item_price, 'price_list_rate', self.rate) + + frappe.db.set_value(self.doctype, self.name, 'change_in_item',0) + elif not self.is_billable and self.item: + frappe.db.set_value('Item', self.item, 'disabled', 1) self.reload() -def item_price_exist(doc): - item_price = frappe.db.exists({ - "doctype": "Item Price", - "item_code": doc.item_code}) - if(item_price): - return item_price[0][0] - else: - return False -def updating_item(doc): - frappe.db.sql("""update `tabItem` set item_name=%s, item_group=%s, disabled=0, standard_rate=%s, - description=%s, modified=NOW() where item_code=%s""", - (doc.service_unit_type, doc.item_group , doc.rate, doc.description, doc.item)) +def item_price_exists(doc): + item_price = frappe.db.exists({'doctype': 'Item Price', 'item_code': doc.item_code}) + if len(item_price): + return item_price[0][0] + return False def create_item(doc): - #insert item + # insert item item = frappe.get_doc({ - "doctype": "Item", - "item_code": doc.item_code, - "item_name":doc.service_unit_type, - "item_group": doc.item_group, - "description":doc.description, - "is_sales_item": 1, - "is_service_item": 1, - "is_purchase_item": 0, - "is_stock_item": 0, - "show_in_website": 0, - "is_pro_applicable": 0, - "disabled": 0, - "stock_uom": doc.uom - }).insert(ignore_permissions=True) + 'doctype': 'Item', + 'item_code': doc.item_code, + 'item_name': doc.service_unit_type, + 'item_group': doc.item_group, + 'description': doc.description or doc.item_code, + 'is_sales_item': 1, + 'is_service_item': 1, + 'is_purchase_item': 0, + 'is_stock_item': 0, + 'show_in_website': 0, + 'is_pro_applicable': 0, + 'disabled': 0, + 'stock_uom': doc.uom + }).insert(ignore_permissions=True, ignore_mandatory=True) - #insert item price - #get item price list to insert item price - if(doc.rate != 0.0): - price_list_name = frappe.db.get_value("Price List", {"selling": 1}) - if(doc.rate): - make_item_price(item.name, price_list_name, doc.rate) - item.standard_rate = doc.rate - else: - make_item_price(item.name, price_list_name, 0.0) - item.standard_rate = 0.0 - item.save(ignore_permissions = True) - #Set item to the Doc - frappe.db.set_value("Healthcare Service Unit Type", doc.name, "item", item.name) + # insert item price + # get item price list to insert item price + price_list_name = frappe.db.get_value('Price List', {'selling': 1}) + if doc.rate: + make_item_price(item.name, price_list_name, doc.rate) + item.standard_rate = doc.rate + else: + make_item_price(item.name, price_list_name, 0.0) + item.standard_rate = 0.0 - doc.reload() #refresh the doc after insert. + item.save(ignore_permissions=True) + + # Set item in the doc + doc.db_set('item', item.name) def make_item_price(item, price_list_name, item_price): frappe.get_doc({ - "doctype": "Item Price", - "price_list": price_list_name, - "item_code": item, - "price_list_rate": item_price - }).insert(ignore_permissions=True) + 'doctype': 'Item Price', + 'price_list': price_list_name, + 'item_code': item, + 'price_list_rate': item_price + }).insert(ignore_permissions=True, ignore_mandatory=True) + +def update_item(doc): + item = frappe.get_doc("Item", doc.item) + if item: + item.update({ + "item_name": doc.service_unit_type, + "item_group": doc.item_group, + "disabled": 0, + "standard_rate": doc.rate, + "description": doc.description + }) + item.db_update() @frappe.whitelist() def change_item_code(item, item_code, doc_name): - item_exist = frappe.db.exists({ - "doctype": "Item", - "item_code": item_code}) - if(item_exist): - frappe.throw(_("Code {0} already exist").format(item_code)) + if frappe.db.exists({'doctype': 'Item', 'item_code': item_code}): + frappe.throw(_('Item with Item Code {0} already exists').format(item_code)) else: - rename_doc("Item", item, item_code, ignore_permissions=True) - frappe.db.set_value("Healthcare Service Unit Type", doc_name, "item_code", item_code) - -@frappe.whitelist() -def disable_enable(status, doc_name, item=None, is_billable=None): - frappe.db.set_value("Healthcare Service Unit Type", doc_name, "disabled", status) - if(is_billable == 1): - frappe.db.set_value("Item", item, "disabled", status) + rename_doc('Item', item, item_code, ignore_permissions=True) + frappe.db.set_value('Healthcare Service Unit Type', doc_name, 'item_code', item_code) diff --git a/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type_dashboard.py b/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type_dashboard.py new file mode 100644 index 00000000000..0ac548b3ffd --- /dev/null +++ b/erpnext/healthcare/doctype/healthcare_service_unit_type/healthcare_service_unit_type_dashboard.py @@ -0,0 +1,13 @@ +from __future__ import unicode_literals +from frappe import _ + +def get_data(): + return { + 'fieldname': 'service_unit_type', + 'transactions': [ + { + 'label': _('Healthcare Service Units'), + 'items': ['Healthcare Service Unit'] + }, + ] + } diff --git a/erpnext/healthcare/doctype/healthcare_service_unit_type/test_healthcare_service_unit_type.py b/erpnext/healthcare/doctype/healthcare_service_unit_type/test_healthcare_service_unit_type.py index 3c5b64fd930..01cf4b0a494 100644 --- a/erpnext/healthcare/doctype/healthcare_service_unit_type/test_healthcare_service_unit_type.py +++ b/erpnext/healthcare/doctype/healthcare_service_unit_type/test_healthcare_service_unit_type.py @@ -3,6 +3,31 @@ # See license.txt from __future__ import unicode_literals import unittest +import frappe class TestHealthcareServiceUnitType(unittest.TestCase): - pass + def test_item_creation(self): + unit_type = get_unit_type() + self.assertTrue(frappe.db.exists('Item', unit_type.item)) + + # check item disabled + unit_type.disabled = 1 + unit_type.save() + self.assertEqual(frappe.db.get_value('Item', unit_type.item, 'disabled'), 1) + + +def get_unit_type(): + if frappe.db.exists('Healthcare Service Unit Type', 'Inpatient Rooms'): + return frappe.get_doc('Healthcare Service Unit Type', 'Inpatient Rooms') + + unit_type = frappe.new_doc('Healthcare Service Unit Type') + unit_type.service_unit_type = 'Inpatient Rooms' + unit_type.inpatient_occupancy = 1 + unit_type.is_billable = 1 + unit_type.item_code = 'Inpatient Rooms' + unit_type.item_group = 'Services' + unit_type.uom = 'Hour' + unit_type.no_of_hours = 1 + unit_type.rate = 4000 + unit_type.save() + return unit_type \ No newline at end of file diff --git a/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json b/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json index 95d9e44cddb..de086201795 100644 --- a/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json +++ b/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json @@ -7,40 +7,40 @@ "engine": "InnoDB", "field_order": [ "sb_op_settings", - "patient_master_name", - "manage_customer", + "patient_name_by", + "link_customer_to_patient", "default_medical_code_standard", "column_break_9", "collect_registration_fee", "registration_fee", - "manage_appointment_invoice_automatically", - "max_visit", + "automate_appointment_invoicing", + "enable_free_follow_ups", + "max_visits", "valid_days", "healthcare_service_items", "inpatient_visit_charge_item", "op_consulting_charge_item", "column_break_13", "clinical_procedure_consumable_item", - "out_patient_sms_alerts", - "reg_sms", - "reg_msg", - "app_con", - "app_con_msg", - "no_con", - "column_break_16", - "app_rem", - "app_rem_msg", - "rem_before", "sb_in_ac", "income_account", - "sb_r_ac", "receivable_account", + "out_patient_sms_alerts", + "send_registration_msg", + "registration_msg", + "send_appointment_confirmation", + "appointment_confirmation_msg", + "avoid_confirmation", + "column_break_16", + "send_appointment_reminder", + "appointment_reminder_msg", + "remind_before", "sb_lab_settings", - "create_test_on_si_submit", - "require_sample_collection", - "require_test_result_approval", + "create_lab_test_on_si_submit", + "create_sample_collection_for_lab_test", "column_break_34", "employee_name_and_designation_in_print", + "lab_test_approval_required", "custom_signature_in_print", "laboratory_sms_alerts", "sms_printed", @@ -53,19 +53,6 @@ "fieldtype": "Section Break", "label": "Out Patient Settings" }, - { - "fieldname": "patient_master_name", - "fieldtype": "Select", - "label": "Patient Name By", - "options": "Patient Name\nNaming Series" - }, - { - "default": "1", - "description": "If checked, a customer will be created, mapped to Patient.\nPatient Invoices will be created against this Customer. You can also select existing Customer while creating Patient.", - "fieldname": "manage_customer", - "fieldtype": "Check", - "label": "Manage Customer" - }, { "fieldname": "default_medical_code_standard", "fieldtype": "Link", @@ -78,6 +65,7 @@ }, { "default": "0", + "description": "Checking this will create new Patients with a Disabled status by default and will only be enabled after invoicing the Registration Fee.", "fieldname": "collect_registration_fee", "fieldtype": "Check", "label": "Collect Fee for Patient Registration" @@ -91,27 +79,19 @@ "options": "Currency" }, { - "default": "0", - "description": "Manage Appointment Invoice submit and cancel automatically for Patient Encounter", - "fieldname": "manage_appointment_invoice_automatically", - "fieldtype": "Check", - "label": "Invoice Appointments Automatically" - }, - { - "fieldname": "max_visit", - "fieldtype": "Int", - "label": "Patient Encounters in valid days" - }, - { + "depends_on": "eval:doc.enable_free_follow_ups == 1", + "description": "Time period (Valid number of days) for free consultations", "fieldname": "valid_days", "fieldtype": "Int", - "label": "Valid number of days" + "label": "Valid Number of Days", + "mandatory_depends_on": "eval:doc.enable_free_follow_ups == 1" }, { "collapsible": 1, + "description": "You can configure default Items for billing consultation charges, procedure consumption items and inpatient visits", "fieldname": "healthcare_service_items", "fieldtype": "Section Break", - "label": "Healthcare Service Items" + "label": "Default Healthcare Service Items" }, { "fieldname": "inpatient_visit_charge_item", @@ -141,87 +121,25 @@ "fieldtype": "Section Break", "label": "Out Patient SMS Alerts" }, - { - "default": "0", - "fieldname": "reg_sms", - "fieldtype": "Check", - "label": "Patient Registration" - }, - { - "default": "Hello {{doc.patient}}, Thank you for registering with {{doc.company}}. Your ID is {{doc.id}} . Please note this ID for future reference. \nThank You, Get well soon!", - "depends_on": "reg_sms", - "fieldname": "reg_msg", - "fieldtype": "Small Text", - "ignore_xss_filter": 1, - "label": "Registration Message" - }, - { - "default": "0", - "fieldname": "app_con", - "fieldtype": "Check", - "label": "Appointment Confirmation" - }, - { - "default": "Hello {{doc.patient}}, You have scheduled an appointment with {{doc.practitioner}} by {{doc.start_dt}} at {{doc.company}}.\nThank you, Good day!", - "depends_on": "app_con", - "fieldname": "app_con_msg", - "fieldtype": "Small Text", - "ignore_xss_filter": 1, - "label": "Confirmation Message" - }, - { - "default": "0", - "depends_on": "app_con", - "description": "Do not confirm if appointment is created for the same day", - "fieldname": "no_con", - "fieldtype": "Check", - "label": "Avoid Confirmation" - }, { "fieldname": "column_break_16", "fieldtype": "Column Break" }, - { - "default": "0", - "fieldname": "app_rem", - "fieldtype": "Check", - "label": "Appointment Reminder" - }, - { - "default": "Hello {{doc.patient}}, You have an appointment with {{doc.practitioner}} by {{doc.appointment_time}} at {{doc.company}}.\nThank you, Good day!\n", - "depends_on": "app_rem", - "fieldname": "app_rem_msg", - "fieldtype": "Small Text", - "ignore_xss_filter": 1, - "label": "Reminder Message" - }, - { - "depends_on": "app_rem", - "fieldname": "rem_before", - "fieldtype": "Time", - "label": "Remind Before" - }, { "collapsible": 1, - "description": "Default income accounts to be used if not set in Healthcare Practitioner to book Appointment charges.", "fieldname": "sb_in_ac", "fieldtype": "Section Break", - "label": "Income Account" + "label": "Default Accounts" }, { + "description": "Default income accounts to be used if not set in Healthcare Practitioner to book Appointment charges.", "fieldname": "income_account", "fieldtype": "Table", "label": "Income Account", "options": "Party Account" }, { - "collapsible": 1, - "description": "Default receivable accounts to be used if not set in Patient to book Appointment charges.", - "fieldname": "sb_r_ac", - "fieldtype": "Section Break", - "label": "Receivable Account" - }, - { + "description": "Default receivable accounts to be used to book Appointment charges.", "fieldname": "receivable_account", "fieldtype": "Table", "label": "Receivable Account", @@ -233,31 +151,13 @@ "fieldtype": "Section Break", "label": "Laboratory Settings" }, - { - "default": "0", - "fieldname": "create_test_on_si_submit", - "fieldtype": "Check", - "label": "Create Lab Test(s) on Sales Invoice Submit" - }, - { - "default": "0", - "description": "Create documents for sample collection", - "fieldname": "require_sample_collection", - "fieldtype": "Check", - "label": "Manage Sample Collection" - }, - { - "default": "0", - "fieldname": "require_test_result_approval", - "fieldtype": "Check", - "label": "Require Lab Test Approval" - }, { "fieldname": "column_break_34", "fieldtype": "Column Break" }, { "default": "1", + "description": "Check this if you want the Name and Designation of the Employee associated with the User who submits the document to be printed in the Lab Test Report.", "fieldname": "employee_name_and_designation_in_print", "fieldtype": "Check", "label": "Employee name and designation in print" @@ -279,7 +179,7 @@ "fieldname": "sms_printed", "fieldtype": "Small Text", "ignore_xss_filter": 1, - "label": "Result Printed" + "label": "Result Printed Message" }, { "fieldname": "column_break_28", @@ -290,12 +190,123 @@ "fieldname": "sms_emailed", "fieldtype": "Small Text", "ignore_xss_filter": 1, - "label": "Result Emailed" + "label": "Result Emailed Message" + }, + { + "default": "0", + "description": "Checking this will restrict printing and emailing of Lab Test documents unless they have the status as Approved.", + "fieldname": "lab_test_approval_required", + "fieldtype": "Check", + "label": "Do not print or email Lab Tests without Approval" + }, + { + "default": "1", + "description": "If checked, a customer will be created, mapped to Patient.\nPatient Invoices will be created against this Customer. You can also select existing Customer while creating Patient.", + "fieldname": "link_customer_to_patient", + "fieldtype": "Check", + "label": "Link Customer to Patient" + }, + { + "default": "0", + "description": "Checking this will create Lab Test(s) specified in the Sales Invoice on submission.", + "fieldname": "create_lab_test_on_si_submit", + "fieldtype": "Check", + "label": "Create Lab Test(s) on Sales Invoice Submission" + }, + { + "default": "0", + "description": "Checking this will create a Sample Collection document every time you create a Lab Test", + "fieldname": "create_sample_collection_for_lab_test", + "fieldtype": "Check", + "label": "Create Sample Collection document for Lab Test" + }, + { + "fieldname": "patient_name_by", + "fieldtype": "Select", + "label": "Patient Name By", + "options": "Patient Name\nNaming Series" + }, + { + "default": "0", + "description": "Manage Appointment Invoice submit and cancel automatically for Patient Encounter", + "fieldname": "automate_appointment_invoicing", + "fieldtype": "Check", + "label": "Automate Appointment Invoicing" + }, + { + "default": "0", + "fieldname": "send_registration_msg", + "fieldtype": "Check", + "label": "Patient Registration" + }, + { + "default": "Hello {{doc.patient}}, Thank you for registering with {{doc.company}}. Your ID is {{doc.id}} . Please note this ID for future reference. \nThank You, Get well soon!", + "depends_on": "send_registration_msg", + "fieldname": "registration_msg", + "fieldtype": "Small Text", + "ignore_xss_filter": 1, + "label": "Registration Message" + }, + { + "default": "0", + "fieldname": "send_appointment_confirmation", + "fieldtype": "Check", + "label": "Appointment Confirmation" + }, + { + "default": "Hello {{doc.patient}}, You have scheduled an appointment with {{doc.practitioner}} by {{doc.start_dt}} at {{doc.company}}.\nThank you, Good day!", + "depends_on": "send_appointment_confirmation", + "fieldname": "appointment_confirmation_msg", + "fieldtype": "Small Text", + "ignore_xss_filter": 1, + "label": "Confirmation Message" + }, + { + "default": "0", + "depends_on": "send_appointment_confirmation", + "description": "Do not confirm if appointment is created for the same day", + "fieldname": "avoid_confirmation", + "fieldtype": "Check", + "label": "Avoid Confirmation" + }, + { + "default": "0", + "fieldname": "send_appointment_reminder", + "fieldtype": "Check", + "label": "Appointment Reminder" + }, + { + "default": "Hello {{doc.patient}}, You have an appointment with {{doc.practitioner}} by {{doc.appointment_time}} at {{doc.company}}.\nThank you, Good day!\n", + "depends_on": "send_appointment_reminder", + "fieldname": "appointment_reminder_msg", + "fieldtype": "Small Text", + "ignore_xss_filter": 1, + "label": "Reminder Message" + }, + { + "depends_on": "send_appointment_reminder", + "fieldname": "remind_before", + "fieldtype": "Time", + "label": "Remind Before" + }, + { + "depends_on": "eval:doc.enable_free_follow_ups == 1", + "description": "The number of free follow ups (Patient Encounters in valid days) allowed", + "fieldname": "max_visits", + "fieldtype": "Int", + "label": "Number of Patient Encounters in Valid Days", + "mandatory_depends_on": "eval:doc.enable_free_follow_ups == 1" + }, + { + "default": "0", + "fieldname": "enable_free_follow_ups", + "fieldtype": "Check", + "label": "Enable Free Follow-ups" } ], "issingle": 1, "links": [], - "modified": "2020-01-23 13:31:43.699711", + "modified": "2020-03-26 11:25:21.842092", "modified_by": "Administrator", "module": "Healthcare", "name": "Healthcare Settings", diff --git a/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.py b/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.py index 8555e80f848..a16fceb74dd 100644 --- a/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.py +++ b/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.py @@ -11,69 +11,80 @@ import json class HealthcareSettings(Document): def validate(self): - for key in ["collect_registration_fee","manage_customer","patient_master_name", - "require_test_result_approval","require_sample_collection", "default_medical_code_standard"]: + for key in ['collect_registration_fee', 'link_customer_to_patient', 'patient_name_by', + 'lab_test_approval_required', 'create_sample_collection_for_lab_test', 'default_medical_code_standard']: frappe.db.set_default(key, self.get(key, "")) - if(self.collect_registration_fee): - if self.registration_fee <= 0 : - frappe.throw(_("Registration fee can not be Zero")) + + if self.collect_registration_fee: + if self.registration_fee <= 0: + frappe.throw(_('Registration Fee cannot be negative or zero')) + if self.inpatient_visit_charge_item: - validate_service_item(self.inpatient_visit_charge_item, "Configure a service Item for Inpatient Visit Charge Item") + validate_service_item(self.inpatient_visit_charge_item) if self.op_consulting_charge_item: - validate_service_item(self.op_consulting_charge_item, "Configure a service Item for Out Patient Consulting Charge Item") + validate_service_item(self.op_consulting_charge_item) if self.clinical_procedure_consumable_item: - validate_service_item(self.clinical_procedure_consumable_item, "Configure a service Item for Clinical Procedure Consumable Item") + validate_service_item(self.clinical_procedure_consumable_item) + + +def validate_service_item(item): + if frappe.db.get_value('Item', item, 'is_stock_item'): + frappe.throw(_('Configure a service Item for {0}').format(item)) @frappe.whitelist() def get_sms_text(doc): - sms_text = {} - doc = frappe.get_doc("Lab Test",doc) - #doc = json.loads(doc) - context = {"doc": doc, "alert": doc, "comments": None} - emailed = frappe.db.get_value("Healthcare Settings", None, "sms_emailed") - sms_text['emailed'] = frappe.render_template(emailed, context) - printed = frappe.db.get_value("Healthcare Settings", None, "sms_printed") - sms_text['printed'] = frappe.render_template(printed, context) - return sms_text + sms_text = {} + doc = frappe.get_doc('Lab Test', doc) + context = {'doc': doc, 'alert': doc, 'comments': None} + + emailed = frappe.db.get_value('Healthcare Settings', None, 'sms_emailed') + sms_text['emailed'] = frappe.render_template(emailed, context) + + printed = frappe.db.get_value('Healthcare Settings', None, 'sms_printed') + sms_text['printed'] = frappe.render_template(printed, context) + + return sms_text def send_registration_sms(doc): - if (frappe.db.get_value("Healthcare Settings", None, "reg_sms")=='1'): - if doc.mobile: - context = {"doc": doc, "alert": doc, "comments": None} - if doc.get("_comments"): - context["comments"] = json.loads(doc.get("_comments")) - messages = frappe.db.get_value("Healthcare Settings", None, "reg_msg") - messages = frappe.render_template(messages, context) - number = [doc.mobile] - send_sms(number,messages) - else: - frappe.msgprint(doc.name + " Has no mobile number to send registration SMS", alert=True) - + if frappe.db.get_single_value('Healthcare Settings', 'send_registration_msg'): + if doc.mobile: + context = {'doc': doc, 'alert': doc, 'comments': None} + if doc.get('_comments'): + context['comments'] = json.loads(doc.get('_comments')) + messages = frappe.db.get_single_value('Healthcare Settings', 'registration_msg') + messages = frappe.render_template(messages, context) + number = [doc.mobile] + send_sms(number,messages) + else: + frappe.msgprint(doc.name + ' has no mobile number to send registration SMS', alert=True) def get_receivable_account(company): - receivable_account = get_account(None, "receivable_account", "Healthcare Settings", company) - if receivable_account: - return receivable_account - return frappe.get_cached_value('Company', company, "default_receivable_account") + receivable_account = get_account(None, 'receivable_account', 'Healthcare Settings', company) + if receivable_account: + return receivable_account + + return frappe.get_cached_value('Company', company, 'default_receivable_account') def get_income_account(practitioner, company): - if(practitioner): - income_account = get_account("Healthcare Practitioner", None, practitioner, company) - if income_account: - return income_account - income_account = get_account(None, "income_account", "Healthcare Settings", company) - if income_account: - return income_account - return frappe.get_cached_value('Company', company, "default_income_account") + # check income account in Healthcare Practitioner + if practitioner: + income_account = get_account('Healthcare Practitioner', None, practitioner, company) + if income_account: + return income_account + + # else check income account in Healthcare Settings + income_account = get_account(None, 'income_account', 'Healthcare Settings', company) + if income_account: + return income_account + + # else return default income account of company + return frappe.get_cached_value('Company', company, 'default_income_account') def get_account(parent_type, parent_field, parent, company): - if(parent_type): - return frappe.db.get_value("Party Account", - {"parenttype": parent_type, "parent": parent, "company": company}, "account") - if(parent_field): - return frappe.db.get_value("Party Account", - {"parentfield": parent_field, "parent": parent, "company": company}, "account") + if parent_type: + return frappe.db.get_value('Party Account', + {'parenttype': parent_type, 'parent': parent, 'company': company}, 'account') -def validate_service_item(item, msg): - if frappe.db.get_value("Item", item, "is_stock_item") == 1: - frappe.throw(_(msg)) + if parent_field: + return frappe.db.get_value('Party Account', + {'parentfield': parent_field, 'parent': parent, 'company': company}, 'account') diff --git a/erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py b/erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py index f10725ed9b6..e15324c55bf 100644 --- a/erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py +++ b/erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py @@ -8,11 +8,12 @@ import unittest from frappe.utils import now_datetime, today from frappe.utils.make_random import get_random from erpnext.healthcare.doctype.inpatient_record.inpatient_record import admit_patient, discharge_patient, schedule_discharge +from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_patient class TestInpatientRecord(unittest.TestCase): def test_admit_and_discharge(self): frappe.db.sql("""delete from `tabInpatient Record`""") - patient = get_patient() + patient = create_patient() # Schedule Admission ip_record = create_inpatient(patient) ip_record.save(ignore_permissions = True) @@ -41,7 +42,7 @@ class TestInpatientRecord(unittest.TestCase): def test_validate_overlap_admission(self): frappe.db.sql("""delete from `tabInpatient Record`""") - patient = get_patient() + patient = create_patient() ip_record = create_inpatient(patient) ip_record.save(ignore_permissions = True) @@ -75,17 +76,6 @@ def create_inpatient(patient): inpatient_record.scheduled_date = today() return inpatient_record -def get_patient(): - patient = get_random("Patient") - if not patient: - patient = frappe.new_doc("Patient") - patient.patient_name = "Test Patient" - patient.sex = "Male" - patient.save(ignore_permissions=True) - return patient.name - return patient - - def get_healthcare_service_unit(): service_unit = get_random("Healthcare Service Unit", filters={"inpatient_occupancy": 1}) if not service_unit: diff --git a/erpnext/healthcare/doctype/lab_prescription/lab_prescription.json b/erpnext/healthcare/doctype/lab_prescription/lab_prescription.json index d6691d4295d..0720bb4eecd 100644 --- a/erpnext/healthcare/doctype/lab_prescription/lab_prescription.json +++ b/erpnext/healthcare/doctype/lab_prescription/lab_prescription.json @@ -1,238 +1,78 @@ { - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 1, - "creation": "2016-09-16 16:53:06.882970", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Document", - "editable_grid": 1, + "actions": [], + "allow_copy": 1, + "beta": 1, + "creation": "2016-09-16 16:53:06.882970", + "doctype": "DocType", + "document_type": "Document", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "lab_test_code", + "lab_test_name", + "invoiced", + "column_break_4", + "lab_test_comment", + "lab_test_created" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "lab_test_code", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Test Code", - "length": 0, - "no_copy": 0, - "options": "Lab Test Template", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "lab_test_code", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_list_view": 1, + "label": "Lab Test", + "options": "Lab Test Template", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "lab_test_code.lab_test_name", - "fieldname": "lab_test_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Test", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "lab_test_code.lab_test_name", + "fieldname": "lab_test_name", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Lab Test Name" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "0", - "fieldname": "invoiced", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Invoiced", - "length": 0, - "no_copy": 1, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "invoiced", + "fieldtype": "Check", + "label": "Invoiced", + "no_copy": 1, + "read_only": 1, + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_4", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_4", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "lab_test_comment", - "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Comments", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "lab_test_comment", + "fieldtype": "Small Text", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Comments" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "lab_test_created", - "fieldtype": "Check", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Test Created", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "default": "0", + "fieldname": "lab_test_created", + "fieldtype": "Check", + "hidden": 1, + "label": "Test Created", + "no_copy": 1, + "print_hide": 1, + "report_hide": 1, + "search_index": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2018-09-04 09:02:18.592637", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Lab Prescription", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 + ], + "istable": 1, + "links": [], + "modified": "2020-02-26 17:03:00.255560", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Lab Prescription", + "owner": "Administrator", + "permissions": [], + "restrict_to_domain": "Healthcare", + "sort_field": "modified", + "sort_order": "DESC" } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/lab_test/lab_test.js b/erpnext/healthcare/doctype/lab_test/lab_test.js index b60e70fd766..5b3f4c705ad 100644 --- a/erpnext/healthcare/doctype/lab_test/lab_test.js +++ b/erpnext/healthcare/doctype/lab_test/lab_test.js @@ -29,7 +29,7 @@ frappe.ui.form.on('Lab Test', { get_lab_test_prescribed(frm); }); } - if(frm.doc.docstatus==1 && frm.doc.status!='Approved' && frm.doc.status!='Rejected' && frappe.defaults.get_default("require_test_result_approval") && frappe.user.has_role("LabTest Approver")){ + if(frm.doc.docstatus==1 && frm.doc.status!='Approved' && frm.doc.status!='Rejected' && frappe.defaults.get_default("lab_test_approval_required") && frappe.user.has_role("LabTest Approver")){ frm.add_custom_button(__('Approve'), function() { status_update(1,frm); }); diff --git a/erpnext/healthcare/doctype/lab_test/lab_test.json b/erpnext/healthcare/doctype/lab_test/lab_test.json index 00e613a179f..ccbc24b3fb6 100644 --- a/erpnext/healthcare/doctype/lab_test/lab_test.json +++ b/erpnext/healthcare/doctype/lab_test/lab_test.json @@ -1,1597 +1,478 @@ { - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 0, - "autoname": "naming_series:", - "beta": 1, - "creation": "2016-03-29 17:34:47.509094", - "custom": 0, - "default_print_format": "", - "docstatus": 0, - "doctype": "DocType", - "document_type": "Document", - "editable_grid": 0, + "actions": [], + "allow_copy": 1, + "allow_import": 1, + "autoname": "naming_series:", + "beta": 1, + "creation": "2016-03-29 17:34:47.509094", + "doctype": "DocType", + "document_type": "Document", + "engine": "InnoDB", + "field_order": [ + "inpatient_record", + "naming_series", + "invoiced", + "patient", + "patient_name", + "patient_age", + "patient_sex", + "practitioner", + "email", + "mobile", + "company", + "c_b", + "department", + "status", + "submitted_date", + "approved_date", + "sample", + "result_date", + "employee", + "employee_name", + "employee_designation", + "user", + "report_preference", + "sb_first", + "lab_test_name", + "column_break_26", + "template", + "lab_test_group", + "sb_normal", + "normal_test_items", + "sb_special", + "special_test_items", + "sb_sensitivity", + "sensitivity_test_items", + "sb_comments", + "lab_test_comment", + "sb_customresult", + "custom_result", + "email_sent", + "sms_sent", + "printed", + "normal_toggle", + "special_toggle", + "sensitivity_toggle", + "amended_from", + "prescription" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "patient.inpatient_record", - "fieldname": "inpatient_record", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Inpatient Record", - "length": 0, - "no_copy": 0, - "options": "Inpatient Record", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "patient.inpatient_record", + "fieldname": "inpatient_record", + "fieldtype": "Link", + "label": "Inpatient Record", + "options": "Inpatient Record", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "naming_series", - "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Series", - "length": 0, - "no_copy": 0, - "options": "LP-", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "naming_series", + "fieldtype": "Select", + "label": "Series", + "options": "LP-", + "print_hide": 1, + "report_hide": 1, + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "0", - "fieldname": "invoiced", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Invoiced", - "length": 0, - "no_copy": 1, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "invoiced", + "fieldtype": "Check", + "label": "Invoiced", + "no_copy": 1, + "read_only": 1, + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "inpatient_record.patient", - "fieldname": "patient", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 1, - "label": "Patient", - "length": 0, - "no_copy": 0, - "options": "Patient", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 1, - "set_only_once": 1, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "inpatient_record.patient", + "fieldname": "patient", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Patient", + "options": "Patient", + "reqd": 1, + "search_index": 1, + "set_only_once": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "patient.patient_name", - "fieldname": "patient_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Patient Name", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "patient.patient_name", + "fieldname": "patient_name", + "fieldtype": "Data", + "label": "Patient Name", + "print_hide": 1, + "read_only": 1, + "report_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "patient_age", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Age", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 1, - 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"ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "special_toggle", + "fieldtype": "Check", + "hidden": 1, + "print_hide": 1, + "report_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "0", - "fieldname": "sensitivity_toggle", - "fieldtype": "Check", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "sensitivity_toggle", + "fieldtype": "Check", + "hidden": 1, + "print_hide": 1, + "report_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "amended_from", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Amended From", - "length": 0, - "no_copy": 1, - "options": "Lab Test", - "permlevel": 0, - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "amended_from", + "fieldtype": "Link", + "label": "Amended From", + "no_copy": 1, + "options": "Lab Test", + "print_hide": 1, + "read_only": 1, + "report_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "prescription", - "fieldtype": "Link", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Prescription", - "length": 0, - "no_copy": 1, - "options": "Lab Prescription", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "prescription", + "fieldtype": "Link", + "hidden": 1, + "label": "Prescription", + "no_copy": 1, + "options": "Lab Prescription", + "print_hide": 1, + "read_only": 1, + "report_hide": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "icon": "", - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 1, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-09-04 10:19:33.422304", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Lab Test", - "name_case": "", - "owner": "Administrator", + ], + "is_submittable": 1, + "links": [], + "modified": "2020-03-23 19:37:06.617764", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Lab Test", + "owner": "Administrator", "permissions": [ { - "amend": 1, - "cancel": 1, - "create": 1, - "delete": 0, - "email": 1, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Laboratory User", - "set_user_permissions": 0, - "share": 1, - "submit": 1, + "amend": 1, + "cancel": 1, + "create": 1, + "email": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Laboratory User", + "share": 1, + "submit": 1, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 0, - "delete": 0, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "LabTest Approver", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "LabTest Approver", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 0, - "delete": 0, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Physician", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Physician", + "share": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "search_fields": "patient,practitioner,lab_test_name,sample", - "show_name_in_global_search": 1, - "sort_field": "modified", - "sort_order": "DESC", - "title_field": "patient", - "track_changes": 1, - "track_seen": 1, - "track_views": 0 + ], + "restrict_to_domain": "Healthcare", + "search_fields": "patient,practitioner,lab_test_name,sample", + "show_name_in_global_search": 1, + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "patient", + "track_changes": 1, + "track_seen": 1 } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/lab_test/lab_test.py b/erpnext/healthcare/doctype/lab_test/lab_test.py index 86094896154..4e4015d2f09 100644 --- a/erpnext/healthcare/doctype/lab_test/lab_test.py +++ b/erpnext/healthcare/doctype/lab_test/lab_test.py @@ -191,20 +191,24 @@ def create_specials(template, lab_test): special.template = template.name def create_sample_doc(template, patient, invoice): - if(template.sample): - sample_exist = frappe.db.exists({ + if template.sample: + sample_exists = frappe.db.exists({ "doctype": "Sample Collection", "patient": patient.name, "docstatus": 0, - "sample": template.sample}) - if sample_exist : - #Update Sample Collection by adding quantity - sample_collection = frappe.get_doc("Sample Collection",sample_exist[0][0]) - quantity = int(sample_collection.sample_quantity)+int(template.sample_quantity) - if(template.sample_collection_details): - sample_collection_details = sample_collection.sample_collection_details+"\n==============\n"+"Test :"+template.lab_test_name+"\n"+"Collection Detials:\n\t"+template.sample_collection_details - frappe.db.set_value("Sample Collection", sample_collection.name, "sample_collection_details",sample_collection_details) - frappe.db.set_value("Sample Collection", sample_collection.name, "sample_quantity",quantity) + "sample": template.sample + }) + if sample_exists: + # update Sample Collection by adding quantity + sample_collection = frappe.get_doc("Sample Collection", sample_exists[0][0]) + quantity = int(sample_collection.sample_qty) + int(template.sample_qty) + if template.sample_details: + sample_details = sample_collection.sample_details + "\n==============\n" + _("Test: ") + sample_details += (template.get("lab_test_name") or template.get("template")) + "\n" + sample_details += _("Collection Details: ") + "\n\t" + template.sample_details + + frappe.db.set_value("Sample Collection", sample_collection.name, "sample_details", sample_details) + frappe.db.set_value("Sample Collection", sample_collection.name, "sample_qty", quantity) else: #create Sample Collection for template, copy vals from Invoice @@ -216,15 +220,15 @@ def create_sample_doc(template, patient, invoice): sample_collection.patient_sex = patient.sex sample_collection.sample = template.sample sample_collection.sample_uom = template.sample_uom - sample_collection.sample_quantity = template.sample_quantity - if(template.sample_collection_details): - sample_collection.sample_collection_details = "Test :"+template.lab_test_name+"\n"+"Collection Detials:\n\t"+template.sample_collection_details + sample_collection.sample_qty = template.sample_qty + if(template.sample_details): + sample_collection.sample_details = "Test :" + (template.get("lab_test_name") or template.get("template")) +"\n"+"Collection Detials:\n\t"+template.sample_details sample_collection.save(ignore_permissions=True) return sample_collection def create_sample_collection(lab_test, template, patient, invoice): - if(frappe.db.get_value("Healthcare Settings", None, "require_sample_collection") == "1"): + if(frappe.db.get_value("Healthcare Settings", None, "create_sample_collection_for_lab_test") == "1"): sample_collection = create_sample_doc(template, patient, invoice) if(sample_collection): lab_test.sample = sample_collection.name @@ -290,10 +294,14 @@ def insert_lab_test_to_medical_record(doc): comment = "" if item.lab_test_comment: comment = str(item.lab_test_comment) - event = "" + table_row = item.lab_test_name + if item.lab_test_event: - event = item.lab_test_event - table_row = item.lab_test_name +" "+ event +" "+ item.result_value + table_row += " " + item.lab_test_event + + if item.result_value: + table_row += " " + item.result_value + if item.normal_range: table_row += " normal_range("+item.normal_range+")" table_row += " "+comment diff --git a/erpnext/healthcare/doctype/lab_test_sample/lab_test_sample.json b/erpnext/healthcare/doctype/lab_test_sample/lab_test_sample.json index 46c04c696e2..2830038eafd 100644 --- a/erpnext/healthcare/doctype/lab_test_sample/lab_test_sample.json +++ b/erpnext/healthcare/doctype/lab_test_sample/lab_test_sample.json @@ -1,145 +1,68 @@ { - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 1, - "autoname": "field:sample", - "beta": 1, - "creation": "2016-04-04 17:35:44.823951", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Setup", - "editable_grid": 0, + "actions": [], + "allow_copy": 1, + "allow_import": 1, + "allow_rename": 1, + "autoname": "field:sample", + "beta": 1, + "creation": "2016-04-04 17:35:44.823951", + "doctype": "DocType", + "document_type": "Setup", + "engine": "InnoDB", + "field_order": [ + "sample", + "sample_uom" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "sample", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Sample", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "fieldname": "sample", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Sample", + "reqd": 1, + "unique": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 1, - "collapsible": 0, - "columns": 0, - "fieldname": "sample_uom", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "UOM", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 + "bold": 1, + "fieldname": "sample_uom", + "fieldtype": "Link", + "in_list_view": 1, + "label": "UOM", + "options": "Lab Test UOM" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2017-08-31 13:46:22.508908", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Lab Test Sample", - "name_case": "", - "owner": "Administrator", + ], + "links": [], + "modified": "2020-01-29 23:02:02.249839", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Lab Test Sample", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "apply_user_permissions": 0, - "cancel": 0, - "create": 1, - "delete": 0, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Healthcare Administrator", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Healthcare Administrator", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "apply_user_permissions": 0, - "cancel": 0, - "create": 0, - "delete": 0, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Laboratory User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, - "write": 0 + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Laboratory User", + "share": 1 } - ], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "title_field": "sample", - "track_changes": 1, - "track_seen": 0 + ], + "quick_entry": 1, + "restrict_to_domain": "Healthcare", + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "sample", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/lab_test_template/lab_test_template.json b/erpnext/healthcare/doctype/lab_test_template/lab_test_template.json index fcfecba5767..a606bc4b1d0 100644 --- a/erpnext/healthcare/doctype/lab_test_template/lab_test_template.json +++ b/erpnext/healthcare/doctype/lab_test_template/lab_test_template.json @@ -35,8 +35,8 @@ "sb_sample_collection", "sample", "sample_uom", - "sample_quantity", - "sample_collection_details", + "sample_qty", + "sample_details", "change_in_item" ], "fields": [ @@ -105,7 +105,7 @@ "description": "If unchecked, the item wont be appear in Sales Invoice, but can be used in group test creation. ", "fieldname": "is_billable", "fieldtype": "Check", - "label": "Is billable", + "label": "Is Billable", "search_index": 1 }, { @@ -114,7 +114,8 @@ "fieldname": "lab_test_rate", "fieldtype": "Currency", "in_list_view": 1, - "label": "Standard Selling Rate" + "label": "Rate", + "mandatory_depends_on": "eval:doc.is_billable == 1" }, { "depends_on": "eval:doc.lab_test_template_type == 'Single'", @@ -209,18 +210,6 @@ "label": "UOM", "read_only": 1 }, - { - "default": "0", - "fieldname": "sample_quantity", - "fieldtype": "Float", - "label": "Quantity" - }, - { - "fieldname": "sample_collection_details", - "fieldtype": "Text", - "ignore_xss_filter": 1, - "label": "Collection Details" - }, { "default": "0", "fieldname": "change_in_item", @@ -236,11 +225,23 @@ "fieldname": "disabled", "fieldtype": "Check", "label": "Disabled" + }, + { + "default": "0", + "fieldname": "sample_qty", + "fieldtype": "Float", + "label": "Quantity" + }, + { + "fieldname": "sample_details", + "fieldtype": "Text", + "ignore_xss_filter": 1, + "label": "Collection Details" } ], "links": [], - "modified": "2020-01-21 21:02:16.108347", - "modified_by": "ruchamahabal2@gmail.com", + "modified": "2020-03-25 16:53:01.740103", + "modified_by": "Administrator", "module": "Healthcare", "name": "Lab Test Template", "owner": "Administrator", diff --git a/erpnext/healthcare/doctype/lab_test_template/lab_test_template.py b/erpnext/healthcare/doctype/lab_test_template/lab_test_template.py index fd7ae801d97..e2b47b45593 100644 --- a/erpnext/healthcare/doctype/lab_test_template/lab_test_template.py +++ b/erpnext/healthcare/doctype/lab_test_template/lab_test_template.py @@ -74,38 +74,36 @@ class LabTestTemplate(Document): def create_item_from_template(doc): - if doc.is_billable: + disabled = doc.disabled + if doc.is_billable and not doc.disabled: disabled = 0 - else: - disabled = 1 + + uom = frappe.db.exists('UOM', 'Unit') or frappe.db.get_single_value('Stock Settings', 'stock_uom') # insert item item = frappe.get_doc({ - "doctype": "Item", - "item_code": doc.lab_test_code, - "item_name":doc.lab_test_name, - "item_group": doc.lab_test_group, - "description":doc.lab_test_description, - "is_sales_item": 1, - "is_service_item": 1, - "is_purchase_item": 0, - "is_stock_item": 0, - "show_in_website": 0, - "is_pro_applicable": 0, - "disabled": disabled, - "stock_uom": "Unit" - }).insert(ignore_permissions=True) + "doctype": "Item", + "item_code": doc.lab_test_code, + "item_name":doc.lab_test_name, + "item_group": doc.lab_test_group, + "description":doc.lab_test_description, + "is_sales_item": 1, + "is_service_item": 1, + "is_purchase_item": 0, + "is_stock_item": 0, + "show_in_website": 0, + "is_pro_applicable": 0, + "disabled": disabled, + "stock_uom": uom + }).insert(ignore_permissions=True, ignore_mandatory=True) # insert item price # get item price list to insert item price if doc.lab_test_rate != 0.0: price_list_name = frappe.db.get_value("Price List", {"selling": 1}) - if(doc.lab_test_rate): + if doc.lab_test_rate: make_item_price(item.name, price_list_name, doc.lab_test_rate) - item.standard_rate = doc.lab_test_rate else: make_item_price(item.name, price_list_name, 0.0) - item.standard_rate = 0.0 - item.save(ignore_permissions = True) # Set item in the template frappe.db.set_value("Lab Test Template", doc.name, "item", item.name) diff --git a/erpnext/healthcare/doctype/patient/patient.js b/erpnext/healthcare/doctype/patient/patient.js index 1a34fe8076f..d5df9567ec5 100644 --- a/erpnext/healthcare/doctype/patient/patient.js +++ b/erpnext/healthcare/doctype/patient/patient.js @@ -3,128 +3,77 @@ frappe.ui.form.on('Patient', { refresh: function (frm) { - frm.set_query("patient", "patient_relation", function () { + frm.set_query('patient', 'patient_relation', function () { return { filters: [ - ["Patient", "name", "!=", frm.doc.name] + ['Patient', 'name', '!=', frm.doc.name] ] }; }); - if (frappe.defaults.get_default("patient_master_name") != "Naming Series") { - frm.toggle_display("naming_series", false); + + if (frappe.defaults.get_default('patient_name_by') != 'Naming Series') { + frm.toggle_display('naming_series', false); } else { erpnext.toggle_naming_series(); } - if (frappe.defaults.get_default("collect_registration_fee") && frm.doc.disabled == 1) { + + if (frappe.defaults.get_default('collect_registration_fee') && frm.doc.status == 'Disabled') { frm.add_custom_button(__('Invoice Patient Registration'), function () { - btn_invoice_registration(frm); + invoice_registration(frm); }); } - if (frm.doc.patient_name && frappe.user.has_role("Physician")) { - frm.add_custom_button(__('Patient History'), function () { - frappe.route_options = { "patient": frm.doc.name }; - frappe.set_route("patient_history"); - },"View"); + + if (frm.doc.patient_name && frappe.user.has_role('Physician')) { + frm.add_custom_button(__('Patient History'), function() { + frappe.route_options = {'patient': frm.doc.name}; + frappe.set_route('patient_history'); + },'View'); } - if (!frm.doc.__islocal && (frappe.user.has_role("Nursing User") || frappe.user.has_role("Physician"))) { + + if (!frm.doc.__islocal && (frappe.user.has_role('Nursing User') || frappe.user.has_role('Physician'))) { frm.add_custom_button(__('Vital Signs'), function () { - btn_create_vital_signs(frm); - }, "Create"); + create_vital_signs(frm); + }, 'Create'); frm.add_custom_button(__('Medical Record'), function () { create_medical_record(frm); - }, "Create"); + }, 'Create'); frm.add_custom_button(__('Patient Encounter'), function () { - btn_create_encounter(frm); - }, "Create"); + create_encounter(frm); + }, 'Create'); } }, onload: function (frm) { if(!frm.doc.dob){ - $(frm.fields_dict['age_html'].wrapper).html(""); + $(frm.fields_dict['age_html'].wrapper).html(''); } if(frm.doc.dob){ - $(frm.fields_dict['age_html'].wrapper).html("AGE : " + get_age(frm.doc.dob)); + $(frm.fields_dict['age_html'].wrapper).html('AGE : ' + get_age(frm.doc.dob)); } } }); -frappe.ui.form.on("Patient", "dob", function(frm) { - if(frm.doc.dob) { - var today = new Date(); - var birthDate = new Date(frm.doc.dob); - if(today < birthDate){ - frappe.msgprint(__("Please select a valid Date")); - frappe.model.set_value(frm.doctype,frm.docname, "dob", ""); +frappe.ui.form.on('Patient', 'dob', function(frm) { + if (frm.doc.dob) { + let today = new Date(); + let birthDate = new Date(frm.doc.dob); + if (today < birthDate){ + frappe.msgprint(__('Please select a valid Date')); + frappe.model.set_value(frm.doctype,frm.docname, 'dob', ''); } - else{ - var age_str = get_age(frm.doc.dob); - $(frm.fields_dict['age_html'].wrapper).html("AGE : " + age_str); + else { + let age_str = get_age(frm.doc.dob); + $(frm.fields_dict['age_html'].wrapper).html('AGE : ' + age_str); } } else { - $(frm.fields_dict['age_html'].wrapper).html(""); + $(frm.fields_dict['age_html'].wrapper).html(''); } }); -var create_medical_record = function (frm) { - frappe.route_options = { - "patient": frm.doc.name, - "status": "Open", - "reference_doctype": "Patient Medical Record", - "reference_owner": frm.doc.owner - }; - frappe.new_doc("Patient Medical Record"); -}; - -var get_age = function (birth) { - var ageMS = Date.parse(Date()) - Date.parse(birth); - var age = new Date(); - age.setTime(ageMS); - var years = age.getFullYear() - 1970; - return years + " Year(s) " + age.getMonth() + " Month(s) " + age.getDate() + " Day(s)"; -}; - -var btn_create_vital_signs = function (frm) { - if (!frm.doc.name) { - frappe.throw(__("Please save the patient first")); - } - frappe.route_options = { - "patient": frm.doc.name, - }; - frappe.new_doc("Vital Signs"); -}; - -var btn_create_encounter = function (frm) { - if (!frm.doc.name) { - frappe.throw(__("Please save the patient first")); - } - frappe.route_options = { - "patient": frm.doc.name, - }; - frappe.new_doc("Patient Encounter"); -}; - -var btn_invoice_registration = function (frm) { - frappe.call({ - doc: frm.doc, - method: "invoice_patient_registration", - callback: function(data){ - if(!data.exc){ - if(data.message.invoice){ - /* frappe.show_alert(__('Sales Invoice {0} created', - ['' + data.message.invoice+ ''])); */ - frappe.set_route("Form", "Sales Invoice", data.message.invoice); - } - cur_frm.reload_doc(); - } - } - }); -}; - frappe.ui.form.on('Patient Relation', { patient_relation_add: function(frm){ frm.fields_dict['patient_relation'].grid.get_field('patient').get_query = function(doc){ - var patient_list = []; + let patient_list = []; if(!doc.__islocal) patient_list.push(doc.name); $.each(doc.patient_relation, function(idx, val){ if (val.patient) patient_list.push(val.patient); @@ -133,3 +82,56 @@ frappe.ui.form.on('Patient Relation', { }; } }); + +let create_medical_record = function (frm) { + frappe.route_options = { + 'patient': frm.doc.name, + 'status': 'Open', + 'reference_doctype': 'Patient Medical Record', + 'reference_owner': frm.doc.owner + }; + frappe.new_doc('Patient Medical Record'); +}; + +let get_age = function (birth) { + let ageMS = Date.parse(Date()) - Date.parse(birth); + let age = new Date(); + age.setTime(ageMS); + let years = age.getFullYear() - 1970; + return years + ' Year(s) ' + age.getMonth() + ' Month(s) ' + age.getDate() + ' Day(s)'; +}; + +let create_vital_signs = function (frm) { + if (!frm.doc.name) { + frappe.throw(__('Please save the patient first')); + } + frappe.route_options = { + 'patient': frm.doc.name, + }; + frappe.new_doc('Vital Signs'); +}; + +let create_encounter = function (frm) { + if (!frm.doc.name) { + frappe.throw(__('Please save the patient first')); + } + frappe.route_options = { + 'patient': frm.doc.name, + }; + frappe.new_doc('Patient Encounter'); +}; + +let invoice_registration = function (frm) { + frappe.call({ + doc: frm.doc, + method: 'invoice_patient_registration', + callback: function(data) { + if (!data.exc) { + if (data.message.invoice) { + frappe.set_route('Form', 'Sales Invoice', data.message.invoice); + } + cur_frm.reload_doc(); + } + } + }); +}; diff --git a/erpnext/healthcare/doctype/patient/patient.json b/erpnext/healthcare/doctype/patient/patient.json index 0136f72f5be..4258e4011de 100644 --- a/erpnext/healthcare/doctype/patient/patient.json +++ b/erpnext/healthcare/doctype/patient/patient.json @@ -1,4 +1,5 @@ { + "actions": [], "allow_copy": 1, "allow_import": 1, "allow_rename": 1, @@ -11,23 +12,29 @@ "engine": "InnoDB", "field_order": [ "basic_info", - "inpatient_status", - "inpatient_record", "naming_series", + "first_name", + "middle_name", + "last_name", "patient_name", "sex", "blood_group", "dob", "age_html", - "status", "image", "column_break_14", + "status", + "inpatient_status", + "inpatient_record", "customer", - "report_preference", "mobile", "email", "phone", - "disabled", + "report_preference", + "personal_and_social_history", + "occupation", + "column_break_25", + "marital_status", "sb_relation", "patient_relation", "allergy_medical_and_surgical_history", @@ -36,10 +43,6 @@ "column_break_20", "medical_history", "surgical_history", - "personal_and_social_history", - "occupation", - "column_break_25", - "marital_status", "risk_factors", "tobacco_past_use", "tobacco_current_use", @@ -78,28 +81,28 @@ { "fieldname": "naming_series", "fieldtype": "Select", - "label": "Patient ID", + "label": "Series", "options": "HLC-PAT-.YYYY.-", "print_hide": 1, - "report_hide": 1 + "report_hide": 1, + "set_only_once": 1 }, { "bold": 1, "fieldname": "patient_name", "fieldtype": "Data", - "in_filter": 1, + "in_global_search": 1, + "in_list_view": 1, "in_standard_filter": 1, "label": "Full Name", - "no_copy": 1, - "oldfieldtype": "Data", - "reqd": 1, + "read_only": 1, "search_index": 1 }, { "fieldname": "sex", - "fieldtype": "Select", + "fieldtype": "Link", "label": "Gender", - "options": "\nMale\nFemale\nOther", + "options": "Gender", "reqd": 1 }, { @@ -125,15 +128,15 @@ "report_hide": 1 }, { - "default": "Active", "fieldname": "status", "fieldtype": "Select", - "hidden": 1, + "in_filter": 1, + "in_list_view": 1, "label": "Status", "no_copy": 1, - "options": "Active\nDormant\nOpen", + "options": "Active\nDisabled", "print_hide": 1, - "report_hide": 1 + "read_only": 1 }, { "fieldname": "image", @@ -149,12 +152,12 @@ "fieldtype": "Column Break" }, { + "description": "If \"Link Customer to Patient\" is checked in Healthcare Settings and an existing Customer is not selected then, a Customer will be created for this Patient for recording transactions in Accounts module.", "fieldname": "customer", "fieldtype": "Link", "ignore_user_permissions": 1, "label": "Customer", - "options": "Customer", - "set_only_once": 1 + "options": "Customer" }, { "fieldname": "report_preference", @@ -183,19 +186,8 @@ "fieldname": "phone", "fieldtype": "Data", "in_filter": 1, - "in_list_view": 1, "label": "Phone" }, - { - "default": "0", - "fieldname": "disabled", - "fieldtype": "Check", - "hidden": 1, - "label": "Disabled", - "no_copy": 1, - "print_hide": 1, - "report_hide": 1 - }, { "collapsible": 1, "fieldname": "sb_relation", @@ -276,25 +268,25 @@ "fieldname": "tobacco_past_use", "fieldtype": "Data", "ignore_xss_filter": 1, - "label": "Tobacco Past Use" + "label": "Tobacco Consumption Habbits (Past)" }, { "fieldname": "tobacco_current_use", "fieldtype": "Data", "ignore_xss_filter": 1, - "label": "Tobacco Current Use" + "label": "Tobacco Consumption Habbits (Present)" }, { "fieldname": "alcohol_past_use", "fieldtype": "Data", "ignore_xss_filter": 1, - "label": "Alcohol Past Use" + "label": "Alcohol Consumption Habbits (Past)" }, { "fieldname": "alcohol_current_use", "fieldtype": "Data", "ignore_user_permissions": 1, - "label": "Alcohol Current Use" + "label": "Alcohol Consumption Habbits (Present)" }, { "fieldname": "column_break_32", @@ -342,12 +334,30 @@ "label": "Default Currency", "options": "Currency", "print_hide": 1 + }, + { + "fieldname": "last_name", + "fieldtype": "Data", + "label": "Last Name" + }, + { + "fieldname": "first_name", + "fieldtype": "Data", + "label": "First Name", + "oldfieldtype": "Data", + "reqd": 1 + }, + { + "fieldname": "middle_name", + "fieldtype": "Data", + "label": "Middle Name (optional)" } ], "icon": "fa fa-user", "image_field": "image", + "links": [], "max_attachments": 50, - "modified": "2019-09-25 23:30:49.905893", + "modified": "2020-04-06 12:55:30.807744", "modified_by": "Administrator", "module": "Healthcare", "name": "Patient", diff --git a/erpnext/healthcare/doctype/patient/patient.py b/erpnext/healthcare/doctype/patient/patient.py index e3eea96f859..e304a0bbc36 100644 --- a/erpnext/healthcare/doctype/patient/patient.py +++ b/erpnext/healthcare/doctype/patient/patient.py @@ -6,46 +6,57 @@ from __future__ import unicode_literals import frappe from frappe import _ from frappe.model.document import Document -from frappe.utils import cint, cstr, getdate, flt +from frappe.utils import cint, cstr, getdate import dateutil from frappe.model.naming import set_name_by_naming_series -from erpnext.healthcare.doctype.healthcare_settings.healthcare_settings import get_receivable_account,get_income_account,send_registration_sms +from frappe.utils.nestedset import get_root_of +from erpnext.healthcare.doctype.healthcare_settings.healthcare_settings import get_receivable_account, get_income_account, send_registration_sms class Patient(Document): - def after_insert(self): - if(frappe.db.get_value("Healthcare Settings", None, "manage_customer") == '1' and not self.customer): - create_customer(self) - if(frappe.db.get_value("Healthcare Settings", None, "collect_registration_fee") == '1'): - frappe.db.set_value("Patient", self.name, "disabled", 1) - else: - send_registration_sms(self) - self.reload() - - def on_update(self): + def validate(self): + self.set_full_name() self.add_as_website_user() + def after_insert(self): + self.add_as_website_user() + self.reload() + if frappe.db.get_single_value('Healthcare Settings', 'link_customer_to_patient') and not self.customer: + create_customer(self) + if frappe.db.get_single_value('Healthcare Settings', 'collect_registration_fee'): + frappe.db.set_value('Patient', self.name, 'status', 'Disabled') + else: + send_registration_sms(self) + + def set_full_name(self): + if self.last_name: + self.patient_name = ' '.join(filter(None, [self.first_name, self.last_name])) + else: + self.patient_name = self.first_name + def add_as_website_user(self): - if(self.email): - if not frappe.db.exists ("User", self.email): + if self.email: + if not frappe.db.exists ('User', self.email): user = frappe.get_doc({ - "doctype": "User", - "first_name": self.patient_name, - "email": self.email, - "user_type": "Website User" + 'doctype': 'User', + 'first_name': self.first_name, + 'last_name': self.last_name, + 'email': self.email, + 'user_type': 'Website User' }) user.flags.ignore_permissions = True - user.add_roles("Patient") + user.add_roles('Patient') def autoname(self): - patient_master_name = frappe.defaults.get_global_default('patient_master_name') - if patient_master_name == 'Patient Name': + patient_name_by = frappe.db.get_single_value('Healthcare Settings', 'patient_name_by') + if patient_name_by == 'Patient Name': self.name = self.get_patient_name() else: set_name_by_naming_series(self) def get_patient_name(self): + self.set_full_name() name = self.patient_name - if frappe.db.get_value("Patient", name): + if frappe.db.get_value('Patient', name): count = frappe.db.sql("""select ifnull(MAX(CAST(SUBSTRING_INDEX(name, ' ', -1) AS UNSIGNED)), 0) from tabPatient where name like %s""", "%{0} - %".format(name), as_list=1)[0][0] count = cint(count) + 1 @@ -54,56 +65,62 @@ class Patient(Document): return name def get_age(self): - age_str = "" + age_str = '' if self.dob: - born = getdate(self.dob) - age = dateutil.relativedelta.relativedelta(getdate(), born) - age_str = str(age.years) + " year(s) " + str(age.months) + " month(s) " + str(age.days) + " day(s)" + dob = getdate(self.dob) + age = dateutil.relativedelta.relativedelta(getdate(), dob) + age_str = str(age.years) + ' year(s) ' + str(age.months) + ' month(s) ' + str(age.days) + ' day(s)' return age_str def invoice_patient_registration(self): - frappe.db.set_value("Patient", self.name, "disabled", 0) - send_registration_sms(self) - if(flt(frappe.get_value("Healthcare Settings", None, "registration_fee"))>0): + if frappe.db.get_single_value('Healthcare Settings', 'registration_fee'): company = frappe.defaults.get_user_default('company') if not company: - company = frappe.db.get_value("Global Defaults", None, "default_company") + company = frappe.db.get_single_value('Global Defaults', 'default_company') + sales_invoice = make_invoice(self.name, company) sales_invoice.save(ignore_permissions=True) + frappe.db.set_value('Patient', self.name, 'status', 'Active') + send_registration_sms(self) + return {'invoice': sales_invoice.name} def create_customer(doc): - customer_group = frappe.get_value("Selling Settings", None, "customer_group") - territory = frappe.get_value("Selling Settings", None, "territory") + customer_group = frappe.db.get_single_value('Selling Settings', 'customer_group') + territory = frappe.db.get_single_value('Selling Settings', 'territory') if not (customer_group and territory): - customer_group = "Commercial" - territory = "Rest Of The World" - frappe.msgprint(_("Please set default customer group and territory in Selling Settings"), alert=True) - customer = frappe.get_doc({"doctype": "Customer", - "customer_name": doc.patient_name, - "customer_group": customer_group, - "territory" : territory, - "customer_type": "Individual" - }).insert(ignore_permissions=True) - frappe.db.set_value("Patient", doc.name, "customer", customer.name) - frappe.msgprint(_("Customer {0} is created.").format(customer.name), alert=True) + customer_group = get_root_of('Customer Group') + territory = get_root_of('Territory') + frappe.msgprint(_('Please set default customer group and territory in Selling Settings'), alert=True) + + customer = frappe.get_doc({ + 'doctype': 'Customer', + 'customer_name': doc.patient_name, + 'customer_group': customer_group, + 'territory' : territory, + 'customer_type': 'Individual' + }).insert(ignore_permissions=True, ignore_mandatory=True) + + frappe.db.set_value('Patient', doc.name, 'customer', customer.name) + frappe.msgprint(_('Customer {0} is created.').format(customer.name), alert=True) def make_invoice(patient, company): - sales_invoice = frappe.new_doc("Sales Invoice") - sales_invoice.customer = frappe.get_value("Patient", patient, "customer") + uom = frappe.db.exists('UOM', 'Nos') or frappe.db.get_single_value('Stock Settings', 'stock_uom') + sales_invoice = frappe.new_doc('Sales Invoice') + sales_invoice.customer = frappe.db.get_value('Patient', patient, 'customer') sales_invoice.due_date = getdate() sales_invoice.company = company - sales_invoice.is_pos = '0' + sales_invoice.is_pos = 0 sales_invoice.debit_to = get_receivable_account(company) - item_line = sales_invoice.append("items") - item_line.item_name = "Registeration Fee" - item_line.description = "Registeration Fee" + item_line = sales_invoice.append('items') + item_line.item_name = 'Registeration Fee' + item_line.description = 'Registeration Fee' item_line.qty = 1 - item_line.uom = "Nos" + item_line.uom = uom item_line.conversion_factor = 1 item_line.income_account = get_income_account(None, company) - item_line.rate = frappe.get_value("Healthcare Settings", None, "registration_fee") + item_line.rate = frappe.db.get_single_value('Healthcare Settings', 'registration_fee') item_line.amount = item_line.rate sales_invoice.set_missing_values() return sales_invoice @@ -112,7 +129,7 @@ def make_invoice(patient, company): def get_patient_detail(patient): patient_dict = frappe.db.sql("""select * from tabPatient where name=%s""", (patient), as_dict=1) if not patient_dict: - frappe.throw(_("Patient not found")) + frappe.throw(_('Patient not found')) vital_sign = frappe.db.sql("""select * from `tabVital Signs` where patient=%s order by signs_date desc limit 1""", (patient), as_dict=1) diff --git a/erpnext/healthcare/doctype/patient/test_patient.py b/erpnext/healthcare/doctype/patient/test_patient.py index aebaa6b989b..9274b6f5e85 100644 --- a/erpnext/healthcare/doctype/patient/test_patient.py +++ b/erpnext/healthcare/doctype/patient/test_patient.py @@ -4,8 +4,31 @@ from __future__ import unicode_literals import unittest - -# test_records = frappe.get_test_records('Patient') +import frappe +from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_patient class TestPatient(unittest.TestCase): - pass + def test_customer_created(self): + frappe.db.sql("""delete from `tabPatient`""") + frappe.db.set_value('Healthcare Settings', None, 'link_customer_to_patient', 1) + patient = create_patient() + self.assertTrue(frappe.db.get_value('Patient', patient, 'customer')) + + def test_patient_registration(self): + frappe.db.sql("""delete from `tabPatient`""") + settings = frappe.get_single('Healthcare Settings') + settings.collect_registration_fee = 1 + settings.registration_fee = 500 + settings.save() + + patient = create_patient() + patient = frappe.get_doc('Patient', patient) + self.assertEqual(patient.status, 'Disabled') + + # check sales invoice and patient status + result = patient.invoice_patient_registration() + self.assertTrue(frappe.db.exists('Sales Invoice', result.get('invoice'))) + self.assertTrue(patient.status, 'Active') + + settings.collect_registration_fee = 0 + settings.save() diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js index 858145eef3c..fa589347ffa 100644 --- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js +++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js @@ -1,6 +1,6 @@ // Copyright (c) 2016, ESS LLP and contributors // For license information, please see license.txt -frappe.provide("erpnext.queries"); +frappe.provide('erpnext.queries'); frappe.ui.form.on('Patient Appointment', { setup: function(frm) { frm.custom_make_buttons = { @@ -8,151 +8,225 @@ frappe.ui.form.on('Patient Appointment', { 'Patient Encounter': 'Patient Encounter' }; }, + + onload: function(frm) { + if (frm.is_new()) { + frm.set_value('appointment_time', null); + frm.disable_save(); + } + }, + refresh: function(frm) { - frm.set_query("patient", function () { + frm.set_query('patient', function () { return { - filters: {"disabled": 0} + filters: {'status': 'Active'} }; }); - frm.set_query("practitioner", function() { + frm.set_query('practitioner', function() { return { filters: { 'department': frm.doc.department } }; }); - frm.set_query("service_unit", function(){ + frm.set_query('service_unit', function(){ return { filters: { - "is_group": false, - "allow_appointments": true + 'is_group': 0, + 'allow_appointments': 1 } }; }); - if(frm.doc.patient){ + + if (frm.is_new()) { + frm.page.set_primary_action(__('Check Availability'), function() { + if (!frm.doc.patient) { + frappe.msgprint({ + title: __('Not Allowed'), + message: __('Please select Patient first'), + indicator: 'red' + }); + } else { + frappe.call({ + method: 'erpnext.healthcare.doctype.patient_appointment.patient_appointment.check_payment_fields_reqd', + args: {'patient': frm.doc.patient}, + callback: function(data) { + if (data.message == true) { + if (frm.doc.mode_of_payment && frm.doc.paid_amount) { + check_and_set_availability(frm); + } + if (!frm.doc.mode_of_payment) { + frappe.msgprint({ + title: __('Not Allowed'), + message: __('Please select a Mode of Payment first'), + indicator: 'red' + }); + } + if (!frm.doc.paid_amount) { + frappe.msgprint({ + title: __('Not Allowed'), + message: __('Please set the Paid Amount first'), + indicator: 'red' + }); + } + } else { + check_and_set_availability(frm); + } + } + }); + } + }); + } else { + frm.page.set_primary_action(__('Save'), () => frm.save()); + } + + if (frm.doc.patient) { frm.add_custom_button(__('Patient History'), function() { - frappe.route_options = {"patient": frm.doc.patient}; - frappe.set_route("patient_history"); - },__("View")); + frappe.route_options = {'patient': frm.doc.patient}; + frappe.set_route('patient_history'); + }, __('View')); } - if(frm.doc.status == "Open"){ + + if (frm.doc.status == 'Open' || (frm.doc.status == 'Scheduled' && !frm.doc.__islocal)) { frm.add_custom_button(__('Cancel'), function() { - btn_update_status(frm, "Cancelled"); + update_status(frm, 'Cancelled'); }); frm.add_custom_button(__('Reschedule'), function() { check_and_set_availability(frm); }); - if(frm.doc.procedure_template){ - frm.add_custom_button(__("Procedure"),function(){ - btn_create_procedure(frm); - },"Create"); - } - else{ - frm.add_custom_button(__("Patient Encounter"),function(){ - btn_create_encounter(frm); - },"Create"); + + if (frm.doc.procedure_template) { + frm.add_custom_button(__('Clinical Procedure'), function(){ + frappe.model.open_mapped_doc({ + method: 'erpnext.healthcare.doctype.clinical_procedure.clinical_procedure.make_procedure', + frm: frm, + }); + }, __('Create')); + } else if (frm.doc.therapy_type) { + frm.add_custom_button(__('Therapy Session'),function(){ + frappe.model.open_mapped_doc({ + method: 'erpnext.healthcare.doctype.therapy_session.therapy_session.create_therapy_session', + frm: frm, + }) + }, 'Create'); + } else { + frm.add_custom_button(__('Patient Encounter'), function() { + frappe.model.open_mapped_doc({ + method: 'erpnext.healthcare.doctype.patient_appointment.patient_appointment.make_encounter', + frm: frm, + }); + }, __('Create')); } frm.add_custom_button(__('Vital Signs'), function() { - btn_create_vital_signs(frm); - },"Create"); + create_vital_signs(frm); + }, __('Create')); } - if(frm.doc.status == "Scheduled" && !frm.doc.__islocal){ - frm.add_custom_button(__('Cancel'), function() { - btn_update_status(frm, "Cancelled"); - }); - frm.add_custom_button(__('Reschedule'), function() { - check_and_set_availability(frm); - }); - if(frm.doc.procedure_template){ - frm.add_custom_button(__("Procedure"),function(){ - btn_create_procedure(frm); - },"Create"); - } - else{ - frm.add_custom_button(__("Patient Encounter"),function(){ - btn_create_encounter(frm); - },"Create"); - } + }, - frm.add_custom_button(__('Vital Signs'), function() { - btn_create_vital_signs(frm); - },"Create"); + patient: function(frm) { + if (frm.doc.patient) { + frm.trigger('toggle_payment_fields'); } - if(frm.doc.status == "Pending"){ - frm.add_custom_button(__('Set Open'), function() { - btn_update_status(frm, "Open"); - }); - frm.add_custom_button(__('Cancel'), function() { - btn_update_status(frm, "Cancelled"); + }, + + therapy_type: function(frm) { + if (frm.doc.therapy_type) { + frappe.db.get_value('Therapy Type', frm.doc.therapy_type, 'default_duration', (r) => { + if (r.default_duration) { + frm.set_value('duration', r.default_duration) + } }); } - frm.set_df_property("get_procedure_from_encounter", "read_only", frm.doc.__islocal ? 0 : 1); - frappe.db.get_value('Healthcare Settings', {name: 'Healthcare Settings'}, 'manage_appointment_invoice_automatically', (r) => { - if(r.manage_appointment_invoice_automatically == 1){ - frm.set_df_property("mode_of_payment", "hidden", 0); - frm.set_df_property("paid_amount", "hidden", 0); - frm.set_df_property("mode_of_payment", "reqd", 1); - frm.set_df_property("paid_amount", "reqd", 1); - } - else{ - frm.set_df_property("mode_of_payment", "hidden", 1); - frm.set_df_property("paid_amount", "hidden", 1); - frm.set_df_property("mode_of_payment", "reqd", 0); - frm.set_df_property("paid_amount", "reqd", 0); + }, + + get_procedure_from_encounter: function(frm) { + get_prescribed_procedure(frm); + }, + + toggle_payment_fields: function(frm) { + frappe.call({ + method: 'erpnext.healthcare.doctype.patient_appointment.patient_appointment.check_payment_fields_reqd', + args: {'patient': frm.doc.patient}, + callback: function(data) { + if (data.message.fee_validity) { + // if fee validity exists and automated appointment invoicing is enabled, + // show payment fields as non-mandatory + frm.toggle_display('mode_of_payment', 0); + frm.toggle_display('paid_amount', 0); + frm.toggle_reqd('mode_of_payment', 0); + frm.toggle_reqd('paid_amount', 0); + } else { + // if automated appointment invoicing is disabled, hide fields + frm.toggle_display('mode_of_payment', data.message ? 1 : 0); + frm.toggle_display('paid_amount', data.message ? 1 : 0); + frm.toggle_reqd('mode_of_payment', data.message ? 1 : 0); + frm.toggle_reqd('paid_amount', data.message ? 1 :0); + } } }); }, - check_availability: function(frm) { - check_and_set_availability(frm); - }, - onload:function(frm){ - if(frm.is_new()) { - frm.set_value("appointment_time", null); - frm.disable_save(); + + get_prescribed_therapies: function(frm) { + if (frm.doc.patient) { + frappe.call({ + method: "erpnext.healthcare.doctype.patient_appointment.patient_appointment.get_prescribed_therapies", + args: {patient: frm.doc.patient}, + callback: function(r) { + if (r.message) { + show_therapy_types(frm, r.message); + } else { + frappe.msgprint({ + title: __('Not Therapies Prescribed'), + message: __('There are no Therapies prescribed for Patient {0}', [frm.doc.patient.bold()]), + indicator: 'blue' + }); + } + } + }); } - }, - get_procedure_from_encounter: function(frm) { - get_procedure_prescribed(frm); } }); -var check_and_set_availability = function(frm) { - var selected_slot = null; - var service_unit = null; - var duration = null; +let check_and_set_availability = function(frm) { + let selected_slot = null; + let service_unit = null; + let duration = null; show_availability(); function show_empty_state(practitioner, appointment_date) { frappe.msgprint({ title: __('Not Available'), - message: __("Healthcare Practitioner {0} not available on {1}", [practitioner.bold(), appointment_date.bold()]), + message: __('Healthcare Practitioner {0} not available on {1}', [practitioner.bold(), appointment_date.bold()]), indicator: 'red' }); } function show_availability() { let selected_practitioner = ''; - var d = new frappe.ui.Dialog({ - title: __("Available slots"), + let d = new frappe.ui.Dialog({ + title: __('Available slots'), fields: [ - { fieldtype: 'Link', options: 'Medical Department', reqd:1, fieldname: 'department', label: 'Medical Department'}, + { fieldtype: 'Link', options: 'Medical Department', reqd: 1, fieldname: 'department', label: 'Medical Department'}, { fieldtype: 'Column Break'}, - { fieldtype: 'Link', options: 'Healthcare Practitioner', reqd:1, fieldname: 'practitioner', label: 'Healthcare Practitioner'}, + { fieldtype: 'Link', options: 'Healthcare Practitioner', reqd: 1, fieldname: 'practitioner', label: 'Healthcare Practitioner'}, { fieldtype: 'Column Break'}, - { fieldtype: 'Date', reqd:1, fieldname: 'appointment_date', label: 'Date'}, + { fieldtype: 'Date', reqd: 1, fieldname: 'appointment_date', label: 'Date'}, { fieldtype: 'Section Break'}, { fieldtype: 'HTML', fieldname: 'available_slots'} + ], - primary_action_label: __("Book"), + primary_action_label: __('Book'), primary_action: function() { frm.set_value('appointment_time', selected_slot); - frm.set_value('service_unit', service_unit || ''); frm.set_value('duration', duration); frm.set_value('practitioner', d.get_value('practitioner')); frm.set_value('department', d.get_value('department')); frm.set_value('appointment_date', d.get_value('appointment_date')); + if (service_unit) { + frm.set_value('service_unit', service_unit); + } d.hide(); frm.enable_save(); frm.save(); @@ -167,16 +241,16 @@ var check_and_set_availability = function(frm) { 'appointment_date': frm.doc.appointment_date }); - d.fields_dict["department"].df.onchange = () => { + d.fields_dict['department'].df.onchange = () => { d.set_values({ 'practitioner': '' }); - var department = d.get_value('department'); - if(department){ + let department = d.get_value('department'); + if (department) { d.fields_dict.practitioner.get_query = function() { return { filters: { - "department": department + 'department': department } }; }; @@ -188,13 +262,13 @@ var check_and_set_availability = function(frm) { // Field Change Handler - var fd = d.fields_dict; + let fd = d.fields_dict; - d.fields_dict["appointment_date"].df.onchange = () => { + d.fields_dict['appointment_date'].df.onchange = () => { show_slots(d, fd); }; - d.fields_dict["practitioner"].df.onchange = () => { - if(d.get_value('practitioner') && d.get_value('practitioner') != selected_practitioner){ + d.fields_dict['practitioner'].df.onchange = () => { + if (d.get_value('practitioner') && d.get_value('practitioner') != selected_practitioner) { selected_practitioner = d.get_value('practitioner'); show_slots(d, fd); } @@ -203,8 +277,8 @@ var check_and_set_availability = function(frm) { } function show_slots(d, fd) { - if (d.get_value('appointment_date') && d.get_value('practitioner')){ - fd.available_slots.html(""); + if (d.get_value('appointment_date') && d.get_value('practitioner')) { + fd.available_slots.html(''); frappe.call({ method: 'erpnext.healthcare.doctype.patient_appointment.patient_appointment.get_availability_data', args: { @@ -212,13 +286,13 @@ var check_and_set_availability = function(frm) { date: d.get_value('appointment_date') }, callback: (r) => { - var data = r.message; - if(data.slot_details.length > 0) { - var $wrapper = d.fields_dict.available_slots.$wrapper; + let data = r.message; + if (data.slot_details.length > 0) { + let $wrapper = d.fields_dict.available_slots.$wrapper; // make buttons for each slot - var slot_details = data.slot_details; - var slot_html = ""; + let slot_details = data.slot_details; + let slot_html = ''; for (let i = 0; i < slot_details.length; i++) { slot_html = slot_html + ``; slot_html = slot_html + `
` + slot_details[i].avail_slot.map(slot => { @@ -232,14 +306,14 @@ var check_and_set_availability = function(frm) { let booked_moment = moment(booked.appointment_time, 'HH:mm:ss'); let end_time = booked_moment.clone().add(booked.duration, 'minutes'); // Deal with 0 duration appointments - if(booked_moment.isSame(slot_start_time) || booked_moment.isBetween(slot_start_time, slot_to_time)){ + if (booked_moment.isSame(slot_start_time) || booked_moment.isBetween(slot_start_time, slot_to_time)) { if(booked.duration == 0){ disabled = 'disabled="disabled"'; return false; } } // Check for overlaps considering appointment duration - if(slot_start_time.isBefore(end_time) && slot_to_time.isAfter(booked_moment)){ + if (slot_start_time.isBefore(end_time) && slot_to_time.isAfter(booked_moment)) { // There is an overlap disabled = 'disabled="disabled"'; return false; @@ -263,7 +337,7 @@ var check_and_set_availability = function(frm) { // blue button when clicked $wrapper.on('click', 'button', function() { - var $btn = $(this); + let $btn = $(this); $wrapper.find('button').removeClass('btn-primary'); $btn.addClass('btn-primary'); selected_slot = $btn.attr('data-name'); @@ -273,48 +347,57 @@ var check_and_set_availability = function(frm) { d.get_primary_btn().attr('disabled', null); }); - }else { - // fd.available_slots.html("Please select a valid date.".bold()) + } else { + // fd.available_slots.html('Please select a valid date.'.bold()) show_empty_state(d.get_value('practitioner'), d.get_value('appointment_date')); } }, freeze: true, - freeze_message: __("Fetching records......") + freeze_message: __('Fetching records......') }); - }else{ - fd.available_slots.html("Appointment date and Healthcare Practitioner are Mandatory".bold()); + } else { + fd.available_slots.html(__('Appointment date and Healthcare Practitioner are Mandatory').bold()); } } }; -var get_procedure_prescribed = function(frm){ - if(frm.doc.patient){ +let get_prescribed_procedure = function(frm) { + if (frm.doc.patient) { frappe.call({ - method:"erpnext.healthcare.doctype.patient_appointment.patient_appointment.get_procedure_prescribed", + method: 'erpnext.healthcare.doctype.patient_appointment.patient_appointment.get_procedure_prescribed', args: {patient: frm.doc.patient}, - callback: function(r){ - show_procedure_templates(frm, r.message); + callback: function(r) { + if (r.message && r.message.length) { + show_procedure_templates(frm, r.message); + } else { + frappe.msgprint({ + title: __('Not Found'), + message: __('No Prescribed Procedures found for the selected Patient') + }); + } } }); - } - else{ - frappe.msgprint(__("Please select Patient to get prescribed procedure")); + } else { + frappe.msgprint({ + title: __('Not Allowed'), + message: __('Please select a Patient first') + }); } }; -var show_procedure_templates = function(frm, result){ - var d = new frappe.ui.Dialog({ - title: __("Prescribed Procedures"), +let show_procedure_templates = function(frm, result){ + let d = new frappe.ui.Dialog({ + title: __('Prescribed Procedures'), fields: [ { - fieldtype: "HTML", fieldname: "procedure_template" + fieldtype: 'HTML', fieldname: 'procedure_template' } ] }); - var html_field = d.fields_dict.procedure_template.$wrapper; + let html_field = d.fields_dict.procedure_template.$wrapper; html_field.empty(); - $.each(result, function(x, y){ - var row = $(repl('
\ + $.each(result, function(x, y) { + let row = $(repl('
\
%(encounter)s
%(consulting_practitioner)s
%(encounter_date)s
\
%(procedure_template)s
%(practitioner)s
%(date)s
\
\ @@ -326,76 +409,91 @@ var show_procedure_templates = function(frm, result){ encounter:y[2], consulting_practitioner:y[3], encounter_date:y[4], practitioner:y[5]? y[5]:'', date: y[6]? y[6]:'', department: y[7]? y[7]:''})).appendTo(html_field); row.find("a").click(function() { - frm.doc.procedure_template = $(this).attr("data-procedure-template"); - frm.doc.procedure_prescription = $(this).attr("data-name"); - frm.doc.practitioner = $(this).attr("data-practitioner"); - frm.doc.appointment_date = $(this).attr("data-date"); - frm.doc.department = $(this).attr("data-department"); - refresh_field("procedure_template"); - refresh_field("procedure_prescription"); - refresh_field("appointment_date"); - refresh_field("practitioner"); - refresh_field("department"); + frm.doc.procedure_template = $(this).attr('data-procedure-template'); + frm.doc.procedure_prescription = $(this).attr('data-name'); + frm.doc.practitioner = $(this).attr('data-practitioner'); + frm.doc.appointment_date = $(this).attr('data-date'); + frm.doc.department = $(this).attr('data-department'); + refresh_field('procedure_template'); + refresh_field('procedure_prescription'); + refresh_field('appointment_date'); + refresh_field('practitioner'); + refresh_field('department'); d.hide(); return false; }); }); - if(!result){ - var msg = "There are no procedure prescribed for "+frm.doc.patient; + if (!result) { + let msg = __('There are no procedure prescribed for ') + frm.doc.patient; $(repl('
%(msg)s
', {msg: msg})).appendTo(html_field); } d.show(); }; -var btn_create_procedure = function(frm){ - var doc = frm.doc; - frappe.call({ - method:"erpnext.healthcare.doctype.clinical_procedure.clinical_procedure.create_procedure", - args: {appointment: doc.name}, - callback: function(data){ - if(!data.exc){ - var doclist = frappe.model.sync(data.message); - frappe.set_route("Form", doclist[0].doctype, doclist[0].name); +let show_therapy_types = function(frm, result) { + var d = new frappe.ui.Dialog({ + title: __('Prescribed Therapies'), + fields: [ + { + fieldtype: 'HTML', fieldname: 'therapy_type' } - } + ] }); + var html_field = d.fields_dict.therapy_type.$wrapper; + $.each(result, function(x, y){ + var row = $(repl('
\ +
%(encounter)s
%(practitioner)s
%(date)s
\ +
%(therapy)s
\ +
\ + \ +
', {therapy:y[0], + name: y[1], encounter:y[2], practitioner:y[3], date:y[4], + department:y[6]? y[6]:'', therapy_plan:y[5]})).appendTo(html_field); + + row.find("a").click(function() { + frm.doc.therapy_type = $(this).attr("data-therapy"); + frm.doc.practitioner = $(this).attr("data-practitioner"); + frm.doc.department = $(this).attr("data-department"); + frm.doc.therapy_plan = $(this).attr("data-therapy-plan"); + frm.refresh_field("therapy_type"); + frm.refresh_field("practitioner"); + frm.refresh_field("department"); + frm.refresh_field("therapy-plan"); + frappe.db.get_value('Therapy Type', frm.doc.therapy_type, 'default_duration', (r) => { + if (r.default_duration) { + frm.set_value('duration', r.default_duration) + } + }); + d.hide(); + return false; + }); + }); + d.show(); }; -var btn_create_encounter = function(frm){ - var doc = frm.doc; - frappe.call({ - method:"erpnext.healthcare.doctype.patient_appointment.patient_appointment.create_encounter", - args: {appointment: doc.name}, - callback: function(data){ - if(!data.exc){ - var doclist = frappe.model.sync(data.message); - frappe.set_route("Form", doclist[0].doctype, doclist[0].name); - } - } - }); -}; - -var btn_create_vital_signs = function (frm) { - if(!frm.doc.patient){ - frappe.throw(__("Please select patient")); +let create_vital_signs = function(frm) { + if (!frm.doc.patient) { + frappe.throw(__('Please select patient')); } frappe.route_options = { - "patient": frm.doc.patient, - "appointment": frm.doc.name, + 'patient': frm.doc.patient, + 'appointment': frm.doc.name, }; - frappe.new_doc("Vital Signs"); + frappe.new_doc('Vital Signs'); }; -var btn_update_status = function(frm, status){ - var doc = frm.doc; +let update_status = function(frm, status){ + let doc = frm.doc; frappe.confirm(__('Are you sure you want to cancel this appointment?'), function() { frappe.call({ - method: - "erpnext.healthcare.doctype.patient_appointment.patient_appointment.update_status", + method: 'erpnext.healthcare.doctype.patient_appointment.patient_appointment.update_status', args: {appointment_id: doc.name, status:status}, - callback: function(data){ - if(!data.exc){ + callback: function(data) { + if (!data.exc) { frm.reload_doc(); } } @@ -404,60 +502,60 @@ var btn_update_status = function(frm, status){ ); }; -frappe.ui.form.on("Patient Appointment", "practitioner", function(frm) { - if(frm.doc.practitioner){ +frappe.ui.form.on('Patient Appointment', 'practitioner', function(frm) { + if (frm.doc.practitioner) { frappe.call({ - "method": "frappe.client.get", + method: 'frappe.client.get', args: { - doctype: "Healthcare Practitioner", + doctype: 'Healthcare Practitioner', name: frm.doc.practitioner }, callback: function (data) { - frappe.model.set_value(frm.doctype,frm.docname, "department",data.message.department); - frappe.model.set_value(frm.doctype,frm.docname, "paid_amount",data.message.op_consulting_charge); + frappe.model.set_value(frm.doctype, frm.docname, 'department', data.message.department); + frappe.model.set_value(frm.doctype, frm.docname, 'paid_amount', data.message.op_consulting_charge); } }); } }); -frappe.ui.form.on("Patient Appointment", "patient", function(frm) { - if(frm.doc.patient){ +frappe.ui.form.on('Patient Appointment', 'patient', function(frm) { + if (frm.doc.patient) { frappe.call({ - "method": "frappe.client.get", + method: 'frappe.client.get', args: { - doctype: "Patient", + doctype: 'Patient', name: frm.doc.patient }, callback: function (data) { - var age = null; - if(data.message.dob){ + let age = null; + if (data.message.dob) { age = calculate_age(data.message.dob); } - frappe.model.set_value(frm.doctype,frm.docname, "patient_age", age); + frappe.model.set_value(frm.doctype,frm.docname, 'patient_age', age); } }); } }); -frappe.ui.form.on("Patient Appointment", "appointment_type", function(frm) { - if(frm.doc.appointment_type) { +frappe.ui.form.on('Patient Appointment', 'appointment_type', function(frm) { + if (frm.doc.appointment_type) { frappe.call({ - "method": "frappe.client.get", + method: 'frappe.client.get', args: { - doctype: "Appointment Type", + doctype: 'Appointment Type', name: frm.doc.appointment_type }, - callback: function (data) { - frappe.model.set_value(frm.doctype,frm.docname, "duration",data.message.default_duration); + callback: function(data) { + frappe.model.set_value(frm.doctype,frm.docname, 'duration',data.message.default_duration); } }); } }); -var calculate_age = function(birth) { - var ageMS = Date.parse(Date()) - Date.parse(birth); - var age = new Date(); +let calculate_age = function(birth) { + let ageMS = Date.parse(Date()) - Date.parse(birth); + let age = new Date(); age.setTime(ageMS); - var years = age.getFullYear() - 1970; - return years + " Year(s) " + age.getMonth() + " Month(s) " + age.getDate() + " Day(s)"; + let years = age.getFullYear() - 1970; + return years + ' Year(s) ' + age.getMonth() + ' Month(s) ' + age.getDate() + ' Day(s)'; }; diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.json b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.json index ee9f013084b..57e6c479d1e 100644 --- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.json +++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.json @@ -1,1177 +1,358 @@ { + "actions": [], "allow_copy": 1, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, "allow_import": 1, - "allow_rename": 0, - "autoname": "OP-.######", + "autoname": "naming_series:", "beta": 1, "creation": "2017-05-04 11:52:40.941507", - "custom": 0, - "docstatus": 0, "doctype": "DocType", "document_type": "Document", - "editable_grid": 0, "engine": "InnoDB", + "field_order": [ + "naming_series", + "patient", + "patient_name", + "patient_sex", + "patient_age", + "inpatient_record", + "column_break_1", + "status", + "procedure_template", + "get_procedure_from_encounter", + "procedure_prescription", + "therapy_type", + "get_prescribed_therapies", + "therapy_plan", + "service_unit", + "section_break_12", + "practitioner", + "department", + "appointment_type", + "column_break_17", + "appointment_date", + "appointment_time", + "appointment_datetime", + "duration", + "section_break_16", + "mode_of_payment", + "paid_amount", + "company", + "column_break_2", + "invoiced", + "ref_sales_invoice", + "section_break_3", + "notes", + "referring_practitioner", + "reminded" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fetch_from": "patient.inpatient_record", "fieldname": "inpatient_record", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Inpatient Record", - "length": 0, - "no_copy": 0, "options": "Inpatient Record", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fetch_from": "inpatient_record.patient", "fieldname": "patient", "fieldtype": "Link", - "hidden": 0, "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, "in_standard_filter": 1, "label": "Patient", - "length": 0, - "no_copy": 0, "options": "Patient", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, "reqd": 1, "search_index": 1, - "set_only_once": 1, - "translatable": 0, - "unique": 0 + "set_only_once": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "appointment_type", "fieldtype": "Link", - "hidden": 0, "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Appointment Type", - "length": 0, - "no_copy": 0, "options": "Appointment Type", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 1, - "translatable": 0, - "unique": 0 + "set_only_once": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "description": "In Minutes", "fieldname": "duration", "fieldtype": "Int", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, "in_filter": 1, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Duration", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Duration (In Minutes)" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "column_break_1", "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "Scheduled", "depends_on": "eval:!doc.__islocal", "fieldname": "status", "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, "in_filter": 1, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, + "in_list_view": 1, "label": "Status", - "length": 0, - "no_copy": 0, - "options": "\nScheduled\nOpen\nClosed\nPending\nCancelled", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, + "options": "\nScheduled\nOpen\nClosed\nCancelled", "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "search_index": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "procedure_template", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Procedure", - "length": 0, - "no_copy": 0, + "label": "Clinical Procedure Template", "options": "Clinical Procedure Template", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 1, - "translatable": 0, - "unique": 0 + "set_only_once": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, + "depends_on": "eval:doc.__islocal && doc.patient", "fieldname": "get_procedure_from_encounter", "fieldtype": "Button", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Get prescribed procedures", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Get Prescribed Clinical Procedures" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "procedure_prescription", "fieldtype": "Link", "hidden": 1, - 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"has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-11-14 13:24:01.529536", + "links": [], + "modified": "2020-03-31 16:16:32.116865", "modified_by": "Administrator", "module": "Healthcare", "name": "Patient Appointment", - "name_case": "", "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, "create": 1, "delete": 1, "email": 1, "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Healthcare Administrator", - "set_user_permissions": 0, "share": 1, - "submit": 0, "write": 1 }, { - "amend": 0, - "cancel": 0, "create": 1, "delete": 1, "email": 1, "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Physician", - "set_user_permissions": 0, "share": 1, - "submit": 0, "write": 1 }, { - "amend": 0, - "cancel": 0, "create": 1, "delete": 1, "email": 1, "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Nursing User", - "set_user_permissions": 0, "share": 1, - "submit": 0, "write": 1 } ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, "restrict_to_domain": "Healthcare", "search_fields": "patient, practitioner, department, appointment_date, appointment_time", "show_name_in_global_search": 1, @@ -1179,6 +360,5 @@ "sort_order": "DESC", "title_field": "patient", "track_changes": 1, - "track_seen": 1, - "track_views": 0 -} + "track_seen": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.py b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.py index 5f48c9ffe45..512d44ec370 100755 --- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.py +++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.py @@ -6,26 +6,42 @@ from __future__ import unicode_literals import frappe from frappe.model.document import Document import json -from frappe.utils import getdate, add_days, get_time +from frappe.utils import getdate, get_time +from frappe.model.mapper import get_mapped_doc from frappe import _ import datetime from frappe.core.doctype.sms_settings.sms_settings import send_sms from erpnext.hr.doctype.employee.employee import is_holiday -from erpnext.healthcare.doctype.healthcare_settings.healthcare_settings import get_receivable_account,get_income_account -from erpnext.healthcare.utils import validity_exists, service_item_and_practitioner_charge +from erpnext.healthcare.doctype.healthcare_settings.healthcare_settings import get_receivable_account, get_income_account +from erpnext.healthcare.utils import check_fee_validity, get_service_item_and_practitioner_charge, manage_fee_validity class PatientAppointment(Document): - def on_update(self): - today = datetime.date.today() + def validate(self): + self.validate_overlaps() + self.set_appointment_datetime() + self.validate_customer_created() + self.set_status() + + def after_insert(self): + self.update_prescription_details() + invoice_appointment(self) + self.update_fee_validity() + send_confirmation_msg(self) + + def set_status(self): + today = getdate() appointment_date = getdate(self.appointment_date) - # If appointment created for today set as open - if today == appointment_date: - frappe.db.set_value("Patient Appointment", self.name, "status", "Open") - self.reload() + # If appointment is created for today set status as Open else Scheduled + if appointment_date == today: + self.status = 'Open' + elif appointment_date > today: + self.status = 'Scheduled' + + def validate_overlaps(self): + end_time = datetime.datetime.combine(getdate(self.appointment_date), get_time(self.appointment_time)) \ + + datetime.timedelta(minutes=float(self.duration)) - def validate(self): - end_time = datetime.datetime.combine(getdate(self.appointment_date), get_time(self.appointment_time)) + datetime.timedelta(minutes=float(self.duration)) overlaps = frappe.db.sql(""" select name, practitioner, patient, appointment_time, duration @@ -41,135 +57,153 @@ class PatientAppointment(Document): self.appointment_time, end_time.time(), self.appointment_time, end_time.time(), self.appointment_time)) if overlaps: - frappe.throw(_("""Appointment overlaps with {0}.
{1} has appointment scheduled - with {2} at {3} having {4} minute(s) duration.""").format(overlaps[0][0], overlaps[0][1], overlaps[0][2], overlaps[0][3], overlaps[0][4])) + overlapping_details = _('Appointment overlaps with ') + overlapping_details += "{0}
".format(overlaps[0][0]) + overlapping_details += _('{0} has appointment scheduled with {1} at {2} having {3} minute(s) duration.').format( + overlaps[0][1], overlaps[0][2], overlaps[0][3], overlaps[0][4]) + frappe.throw(overlapping_details, title=_('Appointments Overlapping')) - def after_insert(self): + def set_appointment_datetime(self): + self.appointment_datetime = "%s %s" % (self.appointment_date, self.appointment_time or "00:00:00") + + def validate_customer_created(self): + if frappe.db.get_single_value('Healthcare Settings', 'automate_appointment_invoicing'): + if not frappe.db.get_value('Patient', self.patient, 'customer'): + msg = _("Please set a Customer linked to the Patient") + msg += " {0}".format(self.patient) + frappe.throw(msg, title=_('Customer Not Found')) + + def update_prescription_details(self): if self.procedure_prescription: - frappe.db.set_value("Procedure Prescription", self.procedure_prescription, "appointment_booked", True) + frappe.db.set_value('Procedure Prescription', self.procedure_prescription, 'appointment_booked', 1) if self.procedure_template: - comments = frappe.db.get_value("Procedure Prescription", self.procedure_prescription, "comments") + comments = frappe.db.get_value('Procedure Prescription', self.procedure_prescription, 'comments') if comments: - frappe.db.set_value("Patient Appointment", self.name, "notes", comments) - # Check fee validity exists - appointment = self - validity_exist = validity_exists(appointment.practitioner, appointment.patient) - if validity_exist: - fee_validity = frappe.get_doc("Fee Validity", validity_exist[0][0]) + frappe.db.set_value('Patient Appointment', self.name, 'notes', comments) - # Check if the validity is valid - appointment_date = getdate(appointment.appointment_date) - if (fee_validity.valid_till >= appointment_date) and (fee_validity.visited < fee_validity.max_visit): - visited = fee_validity.visited + 1 - frappe.db.set_value("Fee Validity", fee_validity.name, "visited", visited) - if fee_validity.ref_invoice: - frappe.db.set_value("Patient Appointment", appointment.name, "invoiced", True) - frappe.msgprint(_("{0} has fee validity till {1}").format(appointment.patient, fee_validity.valid_till)) - confirm_sms(self) + def update_fee_validity(self): + fee_validity = manage_fee_validity(self) + if fee_validity: + frappe.msgprint(_('{0} has fee validity till {1}').format(self.patient, fee_validity.valid_till)) - if frappe.db.get_value("Healthcare Settings", None, "manage_appointment_invoice_automatically") == '1' and \ - frappe.db.get_value("Patient Appointment", self.name, "invoiced") != 1: - invoice_appointment(self) @frappe.whitelist() -def invoice_appointment(appointment_doc): - if not appointment_doc.name: - return False - sales_invoice = frappe.new_doc("Sales Invoice") - sales_invoice.customer = frappe.get_value("Patient", appointment_doc.patient, "customer") - sales_invoice.appointment = appointment_doc.name - sales_invoice.due_date = getdate() - sales_invoice.is_pos = True - sales_invoice.company = appointment_doc.company - sales_invoice.debit_to = get_receivable_account(appointment_doc.company) - - item_line = sales_invoice.append("items") - service_item, practitioner_charge = service_item_and_practitioner_charge(appointment_doc) - item_line.item_code = service_item - item_line.description = "Consulting Charges: " + appointment_doc.practitioner - item_line.income_account = get_income_account(appointment_doc.practitioner, appointment_doc.company) - item_line.rate = practitioner_charge - item_line.amount = practitioner_charge - item_line.qty = 1 - item_line.reference_dt = "Patient Appointment" - item_line.reference_dn = appointment_doc.name - - payments_line = sales_invoice.append("payments") - payments_line.mode_of_payment = appointment_doc.mode_of_payment - payments_line.amount = appointment_doc.paid_amount - - sales_invoice.set_missing_values(for_validate = True) - - sales_invoice.save(ignore_permissions=True) - sales_invoice.submit() - frappe.msgprint(_("Sales Invoice {0} created as paid").format(sales_invoice.name), alert=True) - -def appointment_cancel(appointment_id): - appointment = frappe.get_doc("Patient Appointment", appointment_id) - # If invoiced --> fee_validity update with -1 visit - if appointment.invoiced: - sales_invoice = exists_sales_invoice(appointment) - if sales_invoice and cancel_sales_invoice(sales_invoice): - frappe.msgprint( - _("Appointment {0} and Sales Invoice {1} cancelled").format(appointment.name, sales_invoice.name) - ) - else: - validity = validity_exists(appointment.practitioner, appointment.patient) - if validity: - fee_validity = frappe.get_doc("Fee Validity", validity[0][0]) - if appointment_valid_in_fee_validity(appointment, fee_validity.valid_till, True, fee_validity.ref_invoice): - visited = fee_validity.visited - 1 - frappe.db.set_value("Fee Validity", fee_validity.name, "visited", visited) - frappe.msgprint( - _("Appointment cancelled, Please review and cancel the invoice {0}").format(fee_validity.ref_invoice) - ) - else: - frappe.msgprint(_("Appointment cancelled")) - else: - frappe.msgprint(_("Appointment cancelled")) - else: - frappe.msgprint(_("Appointment cancelled")) - -def appointment_valid_in_fee_validity(appointment, valid_end_date, invoiced, ref_invoice): - valid_days = frappe.db.get_value("Healthcare Settings", None, "valid_days") - max_visit = frappe.db.get_value("Healthcare Settings", None, "max_visit") - valid_start_date = add_days(getdate(valid_end_date), -int(valid_days)) - - # Appointments which has same fee validity range with the appointment - appointments = frappe.get_list("Patient Appointment",{'patient': appointment.patient, 'invoiced': invoiced, - 'appointment_date':("<=", getdate(valid_end_date)), 'appointment_date':(">=", getdate(valid_start_date)), - 'practitioner': appointment.practitioner}, order_by="appointment_date desc", limit=int(max_visit)) - - if appointments and len(appointments) > 0: - appointment_obj = appointments[len(appointments)-1] - sales_invoice = exists_sales_invoice(appointment_obj) - if sales_invoice.name == ref_invoice: - return True +def check_payment_fields_reqd(patient): + automate_invoicing = frappe.db.get_single_value('Healthcare Settings', 'automate_appointment_invoicing') + free_follow_ups = frappe.db.get_single_value('Healthcare Settings', 'enable_free_follow_ups') + if automate_invoicing: + if free_follow_ups: + fee_validity = frappe.db.exists('Fee Validity', {'patient': patient, 'status': 'Pending'}) + if fee_validity: + return {'fee_validity': fee_validity} + if check_is_new_patient(patient): + return False + return True return False +def invoice_appointment(appointment_doc): + automate_invoicing = frappe.db.get_single_value('Healthcare Settings', 'automate_appointment_invoicing') + appointment_invoiced = frappe.db.get_value('Patient Appointment', appointment_doc.name, 'invoiced') + enable_free_follow_ups = frappe.db.get_single_value('Healthcare Settings', 'enable_free_follow_ups') + if enable_free_follow_ups: + fee_validity = check_fee_validity(appointment_doc) + if fee_validity and fee_validity.status == 'Completed': + fee_validity = None + elif not fee_validity: + if frappe.db.exists('Fee Validity Reference', {'appointment': appointment_doc.name}): + return + if check_is_new_patient(appointment_doc.patient, appointment_doc.name): + return + else: + fee_validity = None + + if automate_invoicing and not appointment_invoiced and not fee_validity: + sales_invoice = frappe.new_doc('Sales Invoice') + sales_invoice.customer = frappe.get_value('Patient', appointment_doc.patient, 'customer') + sales_invoice.appointment = appointment_doc.name + sales_invoice.due_date = getdate() + sales_invoice.is_pos = 1 + sales_invoice.company = appointment_doc.company + sales_invoice.debit_to = get_receivable_account(appointment_doc.company) + + item = sales_invoice.append('items', {}) + item = get_appointment_item(appointment_doc, item) + + payment = sales_invoice.append('payments', {}) + payment.mode_of_payment = appointment_doc.mode_of_payment + payment.amount = appointment_doc.paid_amount + + sales_invoice.set_missing_values(for_validate=True) + sales_invoice.flags.ignore_mandatory = True + sales_invoice.save(ignore_permissions=True) + sales_invoice.submit() + frappe.msgprint(_('Sales Invoice {0} created as paid'.format(sales_invoice.name)), alert=True) + frappe.db.set_value('Patient Appointment', appointment_doc.name, 'invoiced', 1) + frappe.db.set_value('Patient Appointment', appointment_doc.name, 'ref_sales_invoice', sales_invoice.name) + + +def check_is_new_patient(patient, name=None): + filters = {'patient': patient, 'status': ('!=','Cancelled')} + if name: + filters['name'] = ('!=', name) + + has_previous_appointment = frappe.db.exists('Patient Appointment', filters) + if has_previous_appointment: + return False + return True + + +def get_appointment_item(appointment_doc, item): + service_item, practitioner_charge = get_service_item_and_practitioner_charge(appointment_doc) + item.item_code = service_item + item.description = _('Consulting Charges: {0}').format(appointment_doc.practitioner) + item.income_account = get_income_account(appointment_doc.practitioner, appointment_doc.company) + item.cost_center = frappe.get_cached_value('Company', appointment_doc.company, 'cost_center') + item.rate = practitioner_charge + item.amount = practitioner_charge + item.qty = 1 + item.reference_dt = 'Patient Appointment' + item.reference_dn = appointment_doc.name + return item + + +def cancel_appointment(appointment_id): + appointment = frappe.get_doc('Patient Appointment', appointment_id) + if appointment.invoiced: + sales_invoice = check_sales_invoice_exists(appointment) + if sales_invoice and cancel_sales_invoice(sales_invoice): + msg = _('Appointment {0} and Sales Invoice {1} cancelled').format(appointment.name, sales_invoice.name) + else: + msg = _('Appointment Cancelled. Please review and cancel the invoice {0}').format(sales_invoice.name) + else: + fee_validity = manage_fee_validity(appointment) + msg = _('Appointment Cancelled.') + if fee_validity: + msg += _('Fee Validity {0} updated.').format(fee_validity.name) + + frappe.msgprint(msg) + + def cancel_sales_invoice(sales_invoice): - if frappe.db.get_value("Healthcare Settings", None, "manage_appointment_invoice_automatically") == '1': + if frappe.db.get_single_value('Healthcare Settings', 'automate_appointment_invoicing'): if len(sales_invoice.items) == 1: sales_invoice.cancel() return True return False -def exists_sales_invoice_item(appointment): - return frappe.db.exists( - "Sales Invoice Item", - { - "reference_dt": "Patient Appointment", - "reference_dn": appointment.name - } - ) -def exists_sales_invoice(appointment): - sales_item_exist = exists_sales_invoice_item(appointment) - if sales_item_exist: - sales_invoice = frappe.get_doc("Sales Invoice", frappe.db.get_value("Sales Invoice Item", sales_item_exist, "parent")) +def check_sales_invoice_exists(appointment): + sales_invoice = frappe.db.get_value('Sales Invoice Item', { + 'reference_dt': 'Patient Appointment', + 'reference_dn': appointment.name + }, 'parent') + + if sales_invoice: + sales_invoice = frappe.get_doc('Sales Invoice', sales_invoice) return sales_invoice return False + @frappe.whitelist() def get_availability_data(date, practitioner): """ @@ -180,169 +214,163 @@ def get_availability_data(date, practitioner): """ date = getdate(date) - weekday = date.strftime("%A") + weekday = date.strftime('%A') - available_slots = [] - slot_details = [] - practitioner_schedule = None + practitioner_doc = frappe.get_doc('Healthcare Practitioner', practitioner) + check_employee_wise_availability(date, practitioner_doc) + + if practitioner_doc.practitioner_schedules: + slot_details = get_available_slots(practitioner_doc, date) + else: + frappe.throw(_('{0} does not have a Healthcare Practitioner Schedule. Add it in Healthcare Practitioner master').format( + practitioner), title=_('Practitioner Schedule Not Found')) + + + if not slot_details: + # TODO: return available slots in nearby dates + frappe.throw(_('Healthcare Practitioner not available on {0}').format(weekday), title=_('Not Available')) + + return {'slot_details': slot_details} + + +def check_employee_wise_availability(date, practitioner_doc): employee = None - - practitioner_obj = frappe.get_doc("Healthcare Practitioner", practitioner) - - # Get practitioner employee relation - if practitioner_obj.employee: - employee = practitioner_obj.employee - elif practitioner_obj.user_id: - if frappe.db.exists({ - "doctype": "Employee", - "user_id": practitioner_obj.user_id - }): - employee = frappe.get_doc("Employee", {"user_id": practitioner_obj.user_id}).name + if practitioner_doc.employee: + employee = practitioner_doc.employee + elif practitioner_doc.user_id: + employee = frappe.db.get_value('Employee', {'user_id': practitioner_doc.user_id}, 'name') if employee: - # Check if it is Holiday + # check holiday if is_holiday(employee, date): - frappe.throw(_("{0} is a company holiday").format(date)) + frappe.throw(_('{0} is a holiday'.format(date)), title=_('Not Available')) - # Check if He/She on Leave + # check leave status leave_record = frappe.db.sql("""select half_day from `tabLeave Application` where employee = %s and %s between from_date and to_date and docstatus = 1""", (employee, date), as_dict=True) if leave_record: if leave_record[0].half_day: - frappe.throw(_("{0} on Half day Leave on {1}").format(practitioner, date)) + frappe.throw(_('{0} is on a Half day Leave on {1}').format(practitioner_doc.name, date), title=_('Not Available')) else: - frappe.throw(_("{0} on Leave on {1}").format(practitioner, date)) + frappe.throw(_('{0} is on Leave on {1}').format(practitioner_doc.name, date), title=_('Not Available')) - # get practitioners schedule - if practitioner_obj.practitioner_schedules: - for schedule in practitioner_obj.practitioner_schedules: - if schedule.schedule: - practitioner_schedule = frappe.get_doc("Practitioner Schedule", schedule.schedule) - else: - frappe.throw(_("{0} does not have a Healthcare Practitioner Schedule. Add it in Healthcare Practitioner master").format(practitioner)) - if practitioner_schedule: - available_slots = [] - for t in practitioner_schedule.time_slots: - if weekday == t.day: - available_slots.append(t) +def get_available_slots(practitioner_doc, date): + available_slots = [] + slot_details = [] + weekday = date.strftime('%A') + practitioner = practitioner_doc.name - if available_slots: - appointments = [] + for schedule_entry in practitioner_doc.practitioner_schedules: + if schedule_entry.schedule: + practitioner_schedule = frappe.get_doc('Practitioner Schedule', schedule_entry.schedule) + else: + frappe.throw(_('{0} does not have a Healthcare Practitioner Schedule. Add it in Healthcare Practitioner').format( + frappe.bold(practitioner)), title=_('Practitioner Schedule Not Found')) - if schedule.service_unit: - slot_name = schedule.schedule+" - "+schedule.service_unit - allow_overlap = frappe.get_value('Healthcare Service Unit', schedule.service_unit, 'overlap_appointments') - if allow_overlap: - # fetch all appointments to practitioner by service unit - appointments = frappe.get_all( - "Patient Appointment", - filters={"practitioner": practitioner, "service_unit": schedule.service_unit, "appointment_date": date, "status": ["not in",["Cancelled"]]}, - fields=["name", "appointment_time", "duration", "status"]) - else: - # fetch all appointments to service unit - appointments = frappe.get_all( - "Patient Appointment", - filters={"service_unit": schedule.service_unit, "appointment_date": date, "status": ["not in",["Cancelled"]]}, - fields=["name", "appointment_time", "duration", "status"]) - else: - slot_name = schedule.schedule - # fetch all appointments to practitioner without service unit - appointments = frappe.get_all( - "Patient Appointment", - filters={"practitioner": practitioner, "service_unit": '', "appointment_date": date, "status": ["not in",["Cancelled"]]}, - fields=["name", "appointment_time", "duration", "status"]) + if practitioner_schedule: + available_slots = [] + for time_slot in practitioner_schedule.time_slots: + if weekday == time_slot.day: + available_slots.append(time_slot) - slot_details.append({"slot_name":slot_name, "service_unit":schedule.service_unit, - "avail_slot":available_slots, 'appointments': appointments}) + if available_slots: + appointments = [] + # fetch all appointments to practitioner by service unit + filters = { + 'practitioner': practitioner, + 'service_unit': schedule_entry.service_unit, + 'appointment_date': date, + 'status': ['not in',['Cancelled']] + } - else: - frappe.throw(_("{0} does not have a Healthcare Practitioner Schedule. Add it in Healthcare Practitioner master").format(practitioner)) + if schedule_entry.service_unit: + slot_name = schedule_entry.schedule + ' - ' + schedule_entry.service_unit + allow_overlap = frappe.get_value('Healthcare Service Unit', schedule_entry.service_unit, 'overlap_appointments') + if not allow_overlap: + # fetch all appointments to service unit + filters.pop('practitioner') + else: + slot_name = schedule_entry.schedule + # fetch all appointments to practitioner without service unit + filters['practitioner'] = practitioner + filters.pop('service_unit') - if not available_slots and not slot_details: - # TODO: return available slots in nearby dates - frappe.throw(_("Healthcare Practitioner not available on {0}").format(weekday)) + appointments = frappe.get_all( + 'Patient Appointment', + filters=filters, + fields=['name', 'appointment_time', 'duration', 'status']) - return { - "slot_details": slot_details - } + slot_details.append({'slot_name':slot_name, 'service_unit':schedule_entry.service_unit, + 'avail_slot':available_slots, 'appointments': appointments}) + + return slot_details @frappe.whitelist() def update_status(appointment_id, status): - frappe.db.set_value("Patient Appointment", appointment_id, "status", status) + frappe.db.set_value('Patient Appointment', appointment_id, 'status', status) appointment_booked = True - if status == "Cancelled": + if status == 'Cancelled': appointment_booked = False - appointment_cancel(appointment_id) + cancel_appointment(appointment_id) - procedure_prescription = frappe.db.get_value("Patient Appointment", appointment_id, "procedure_prescription") + procedure_prescription = frappe.db.get_value('Patient Appointment', appointment_id, 'procedure_prescription') if procedure_prescription: - frappe.db.set_value("Procedure Prescription", procedure_prescription, "appointment_booked", appointment_booked) + frappe.db.set_value('Procedure Prescription', procedure_prescription, 'appointment_booked', appointment_booked) -@frappe.whitelist() -def set_open_appointments(): - today = getdate() - frappe.db.sql( - "update `tabPatient Appointment` set status='Open' where status = 'Scheduled'" - " and appointment_date = %s", today) - - -@frappe.whitelist() -def set_pending_appointments(): - today = getdate() - frappe.db.sql( - "update `tabPatient Appointment` set status='Pending' where status in " - "('Scheduled','Open') and appointment_date < %s", today) - - -def confirm_sms(doc): - if frappe.db.get_value("Healthcare Settings", None, "app_con") == '1': - message = frappe.db.get_value("Healthcare Settings", None, "app_con_msg") +def send_confirmation_msg(doc): + if frappe.db.get_single_value('Healthcare Settings', 'send_appointment_confirmation'): + message = frappe.db.get_single_value('Healthcare Settings', 'appointment_confirmation_msg') send_message(doc, message) + @frappe.whitelist() -def create_encounter(appointment): - appointment = frappe.get_doc("Patient Appointment", appointment) - encounter = frappe.new_doc("Patient Encounter") - encounter.appointment = appointment.name - encounter.patient = appointment.patient - encounter.practitioner = appointment.practitioner - encounter.visit_department = appointment.department - encounter.patient_sex = appointment.patient_sex - encounter.encounter_date = appointment.appointment_date - if appointment.invoiced: - encounter.invoiced = True - return encounter.as_dict() +def make_encounter(source_name, target_doc=None): + doc = get_mapped_doc('Patient Appointment', source_name, { + 'Patient Appointment': { + 'doctype': 'Patient Encounter', + 'field_map': [ + ['appointment', 'name'], + ['patient', 'patient'], + ['practitioner', 'practitioner'], + ['medical_department', 'department'], + ['patient_sex', 'patient_sex'], + ['encounter_date', 'appointment_date'], + ['invoiced', 'invoiced'] + ] + } + }, target_doc) + return doc -def remind_appointment(): - if frappe.db.get_value("Healthcare Settings", None, "app_rem") == '1': - rem_before = datetime.datetime.strptime(frappe.get_value("Healthcare Settings", None, "rem_before"), "%H:%M:%S") - rem_dt = datetime.datetime.now() + datetime.timedelta( - hours=rem_before.hour, minutes=rem_before.minute, seconds=rem_before.second) +def send_appointment_reminder(): + if frappe.db.get_single_value('Healthcare Settings', 'send_appointment_reminder'): + remind_before = datetime.datetime.strptime(frappe.db.get_single_value('Healthcare Settings', 'remind_before'), '%H:%M:%S') + reminder_dt = datetime.datetime.now() + datetime.timedelta( + hours=remind_before.hour, minutes=remind_before.minute, seconds=remind_before.second) - appointment_list = frappe.db.sql( - "select name from `tabPatient Appointment` where start_dt between %s and %s and reminded = 0 ", - (datetime.datetime.now(), rem_dt) - ) + appointment_list = frappe.db.get_all('Patient Appointment', { + 'appointment_datetime': ['between', (datetime.datetime.now(), reminder_dt)], + 'reminded': 0, + 'status': ['!=', 'Cancelled'] + }) - for i in range(0, len(appointment_list)): - doc = frappe.get_doc("Patient Appointment", appointment_list[i][0]) - message = frappe.db.get_value("Healthcare Settings", None, "app_rem_msg") + for appointment in appointment_list: + doc = frappe.get_doc('Patient Appointment', appointment.name) + message = frappe.db.get_single_value('Healthcare Settings', 'appointment_reminder_msg') send_message(doc, message) - frappe.db.set_value("Patient Appointment", doc.name, "reminded",1) - + frappe.db.set_value('Patient Appointment', doc.name, 'reminded', 1) def send_message(doc, message): - patient = frappe.get_doc("Patient", doc.patient) + patient = frappe.get_doc('Patient', doc.patient) if patient.mobile: - context = {"doc": doc, "alert": doc, "comments": None} - if doc.get("_comments"): - context["comments"] = json.loads(doc.get("_comments")) + context = {'doc': doc, 'alert': doc, 'comments': None} + if doc.get('_comments'): + context['comments'] = json.loads(doc.get('_comments')) # jinja to string convertion happens here message = frappe.render_template(message, context) @@ -359,7 +387,7 @@ def get_events(start, end, filters=None): :param filters: Filters (JSON). """ from frappe.desk.calendar import get_event_conditions - conditions = get_event_conditions("Patient Appointment", filters) + conditions = get_event_conditions('Patient Appointment', filters) data = frappe.db.sql(""" select @@ -381,10 +409,46 @@ def get_events(start, end, filters=None): return data + @frappe.whitelist() def get_procedure_prescribed(patient): - return frappe.db.sql("""select pp.name, pp.procedure, pp.parent, ct.practitioner, - ct.encounter_date, pp.practitioner, pp.date, pp.department - from `tabPatient Encounter` ct, `tabProcedure Prescription` pp - where ct.patient=%(patient)s and pp.parent=ct.name and pp.appointment_booked=0 - order by ct.creation desc""", {"patient": patient}) + return frappe.db.sql( + """ + SELECT + pp.name, pp.procedure, pp.parent, ct.practitioner, + ct.encounter_date, pp.practitioner, pp.date, pp.department + FROM + `tabPatient Encounter` ct, `tabProcedure Prescription` pp + WHERE + ct.patient=%(patient)s and pp.parent=ct.name and pp.appointment_booked=0 + ORDER BY + ct.creation desc + """, {'patient': patient} + ) + + +@frappe.whitelist() +def get_prescribed_therapies(patient): + return frappe.db.sql( + """ + SELECT + t.therapy_type, t.name, t.parent, e.practitioner, + e.encounter_date, e.therapy_plan, e.visit_department + FROM + `tabPatient Encounter` e, `tabTherapy Plan Detail` t + WHERE + e.patient=%(patient)s and t.parent=e.name + ORDER BY + e.creation desc + """, {'patient': patient} + ) + + +def update_appointment_status(): + # update the status of appointments daily + appointments = frappe.get_all('Patient Appointment', { + 'status': ('not in', ['Closed', 'Cancelled']) + }, as_dict=1) + + for appointment in appointments: + frappe.get_doc('Patient Appointment', appointment.name).set_status() diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment_list.js b/erpnext/healthcare/doctype/patient_appointment/patient_appointment_list.js index 701cb69806e..721887b4593 100644 --- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment_list.js +++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment_list.js @@ -3,4 +3,14 @@ */ frappe.listview_settings['Patient Appointment'] = { filters: [["status", "=", "Open"]], + get_indicator: function(doc) { + var colors = { + "Open": "orange", + "Scheduled": "yellow", + "Closed": "green", + "Cancelled": "red", + "Expired": "grey" + }; + return [__(doc.status), colors[doc.status], "status,=," + doc.status]; + } }; diff --git a/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py b/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py index 3536a5f9513..7075af5d00c 100644 --- a/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py +++ b/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py @@ -3,8 +3,144 @@ # See license.txt from __future__ import unicode_literals import unittest - -# test_records = frappe.get_test_records('Patient Appointment') +import frappe +from erpnext.healthcare.doctype.patient_appointment.patient_appointment import update_status +from frappe.utils import nowdate, add_days +from frappe.utils.make_random import get_random class TestPatientAppointment(unittest.TestCase): - pass + def setUp(self): + frappe.db.sql("""delete from `tabPatient Appointment`""") + frappe.db.sql("""delete from `tabFee Validity""") + + def test_status(self): + patient, medical_department, practitioner = create_healthcare_docs() + frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 0) + appointment = create_appointment(patient, practitioner, nowdate()) + self.assertEquals(appointment.status, 'Open') + appointment = create_appointment(patient, practitioner, add_days(nowdate(), 2)) + self.assertEquals(appointment.status, 'Scheduled') + create_encounter(appointment) + self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Closed') + + def test_invoicing(self): + patient, medical_department, practitioner = create_healthcare_docs() + frappe.db.set_value('Healthcare Settings', None, 'enable_free_follow_ups', 0) + frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 0) + appointment = create_appointment(patient, practitioner, nowdate()) + self.assertEqual(frappe.db.get_value('Patient Appointment', appointment.name, 'invoiced'), 0) + + frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 1) + appointment = create_appointment(patient, practitioner, add_days(nowdate(), 2), invoice=1) + self.assertEqual(frappe.db.get_value('Patient Appointment', appointment.name, 'invoiced'), 1) + self.assertTrue(frappe.db.get_value('Patient Appointment', appointment.name, 'ref_sales_invoice')) + + def test_appointment_cancel(self): + patient, medical_department, practitioner = create_healthcare_docs() + frappe.db.set_value('Healthcare Settings', None, 'enable_free_follow_ups', 1) + appointment = create_appointment(patient, practitioner, nowdate()) + fee_validity = frappe.db.get_value('Fee Validity Reference', {'appointment': appointment.name}, 'parent') + # fee validity created + self.assertTrue(fee_validity) + + visited = frappe.db.get_value('Fee Validity', fee_validity, 'visited') + update_status(appointment.name, 'Cancelled') + # check fee validity updated + self.assertEqual(frappe.db.get_value('Fee Validity', fee_validity, 'visited'), visited - 1) + + frappe.db.set_value('Healthcare Settings', None, 'enable_free_follow_ups', 0) + frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 1) + appointment = create_appointment(patient, practitioner, nowdate(), invoice=1) + update_status(appointment.name, 'Cancelled') + # check invoice cancelled + sales_invoice = frappe.db.get_value('Patient Appointment', appointment.name, 'ref_sales_invoice') + self.assertEqual(frappe.db.get_value('Sales Invoice', sales_invoice, 'status'), 'Cancelled') + + +def create_healthcare_docs(): + patient = create_patient() + practitioner = frappe.db.exists('Healthcare Practitioner', '_Test Healthcare Practitioner') + medical_department = frappe.db.exists('Medical Department', '_Test Medical Department') + + if not medical_department: + medical_department = frappe.new_doc('Medical Department') + medical_department.department = '_Test Medical Department' + medical_department.save(ignore_permissions=True) + medical_department = medical_department.name + + if not practitioner: + practitioner = frappe.new_doc('Healthcare Practitioner') + practitioner.first_name = '_Test Healthcare Practitioner' + practitioner.gender = 'Female' + practitioner.department = medical_department + practitioner.op_consulting_charge = 500 + practitioner.inpatient_visit_charge = 500 + practitioner.save(ignore_permissions=True) + practitioner = practitioner.name + + return patient, medical_department, practitioner + +def create_patient(): + patient = frappe.db.exists('Patient', '_Test Patient') + if not patient: + patient = frappe.new_doc('Patient') + patient.first_name = '_Test Patient' + patient.sex = 'Female' + patient.save(ignore_permissions=True) + patient = patient.name + return patient + +def create_encounter(appointment=None): + encounter = frappe.new_doc('Patient Encounter') + if appointment: + encounter.appointment = appointment.name + encounter.patient = appointment.patient + encounter.practitioner = appointment.practitioner + encounter.encounter_date = appointment.appointment_date + encounter.encounter_time = appointment.appointment_time + encounter.save() + encounter.submit() + return encounter + +def create_appointment(patient, practitioner, appointment_date, invoice=0, procedure_template=0): + item = create_healthcare_service_items() + frappe.db.set_value('Healthcare Settings', None, 'inpatient_visit_charge_item', item) + frappe.db.set_value('Healthcare Settings', None, 'op_consulting_charge_item', item) + appointment = frappe.new_doc('Patient Appointment') + appointment.patient = patient + appointment.practitioner = practitioner + appointment.department = '_Test Medical Department' + appointment.appointment_date = appointment_date + appointment.company = '_Test Company' + appointment.duration = 15 + if invoice: + appointment.mode_of_payment = 'Cash' + appointment.paid_amount = 500 + if procedure_template: + appointment.procedure_template = create_clinical_procedure_template().get('name') + appointment.save(ignore_permissions=True) + return appointment + +def create_healthcare_service_items(): + if frappe.db.exists('Item', 'HLC-SI-001'): + return 'HLC-SI-001' + item = frappe.new_doc('Item') + item.item_code = 'HLC-SI-001' + item.item_name = 'Consulting Charges' + item.item_group = 'Services' + item.is_stock_item = 0 + item.save() + return item.name + +def create_clinical_procedure_template(): + if frappe.db.exists('Clinical Procedure Template', 'Knee Surgery and Rehab'): + return frappe.get_doc('Clinical Procedure Template', 'Knee Surgery and Rehab') + template = frappe.new_doc('Clinical Procedure Template') + template.template = 'Knee Surgery and Rehab' + template.item_code = 'Knee Surgery and Rehab' + template.item_group = 'Services' + template.is_billable = 1 + template.description = 'Knee Surgery and Rehab' + template.rate = 50000 + template.save() + return template \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_assessment/__init__.py b/erpnext/healthcare/doctype/patient_assessment/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/patient_assessment/patient_assessment.js b/erpnext/healthcare/doctype/patient_assessment/patient_assessment.js new file mode 100644 index 00000000000..c7074e88d5d --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment/patient_assessment.js @@ -0,0 +1,86 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Patient Assessment', { + refresh: function(frm) { + if (frm.doc.assessment_template) { + frm.trigger('set_score_range'); + } + + if (!frm.doc.__islocal) { + frm.trigger('show_patient_progress'); + } + }, + + assessment_template: function(frm) { + if (frm.doc.assessment_template) { + frappe.call({ + 'method': 'frappe.client.get', + args: { + doctype: 'Patient Assessment Template', + name: frm.doc.assessment_template + }, + callback: function(data) { + frm.doc.assessment_sheet = []; + $.each(data.message.parameters, function(_i, e) { + let entry = frm.add_child('assessment_sheet'); + entry.parameter = e.assessment_parameter; + }); + + frm.set_value('scale_min', data.message.scale_min); + frm.set_value('scale_max', data.message.scale_max); + frm.set_value('assessment_description', data.message.assessment_description); + frm.set_value('total_score', data.message.scale_max * data.message.parameters.length); + frm.trigger('set_score_range'); + refresh_field('assessment_sheet'); + } + }); + } + }, + + set_score_range: function(frm) { + let options = []; + for(let i = frm.doc.scale_min; i <= frm.doc.scale_max; i++) { + options.push(i); + } + frappe.meta.get_docfield('Patient Assessment Sheet', 'score', frm.doc.name).options = [''].concat(options); + }, + + calculate_total_score: function(frm, cdt, cdn) { + let row = locals[cdt][cdn]; + let total_score = 0; + $.each(frm.doc.assessment_sheet || [], function(_i, item) { + if (item.score) { + total_score += parseInt(item.score); + } + }); + + frm.set_value('total_score_obtained', total_score); + }, + + show_patient_progress: function(frm) { + let bars = []; + let message = ''; + let added_min = false; + + let title = __('{0} out of {1}', [frm.doc.total_score_obtained, frm.doc.total_score]); + + bars.push({ + 'title': title, + 'width': (frm.doc.total_score_obtained / frm.doc.total_score * 100) + '%', + 'progress_class': 'progress-bar-success' + }); + if (bars[0].width == '0%') { + bars[0].width = '0.5%'; + added_min = 0.5; + } + message = title; + frm.dashboard.add_progress(__('Status'), bars, message); + }, +}); + +frappe.ui.form.on('Patient Assessment Sheet', { + score: function(frm, cdt, cdn) { + frm.events.calculate_total_score(frm, cdt, cdn); + } +}); \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_assessment/patient_assessment.json b/erpnext/healthcare/doctype/patient_assessment/patient_assessment.json new file mode 100644 index 00000000000..3952a8153f7 --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment/patient_assessment.json @@ -0,0 +1,172 @@ +{ + "actions": [], + "autoname": "naming_series:", + "creation": "2020-04-19 22:45:12.356209", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "naming_series", + "therapy_session", + "patient", + "assessment_template", + "column_break_4", + "healthcare_practitioner", + "assessment_datetime", + "assessment_description", + "section_break_7", + "assessment_sheet", + "section_break_9", + "total_score_obtained", + "column_break_11", + "total_score", + "scale_min", + "scale_max", + "amended_from" + ], + "fields": [ + { + "fetch_from": "therapy_session.patient", + "fieldname": "patient", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Patient", + "options": "Patient", + "reqd": 1 + }, + { + "fieldname": "assessment_template", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Assessment Template", + "options": "Patient Assessment Template", + "reqd": 1 + }, + { + "fieldname": "therapy_session", + "fieldtype": "Link", + "label": "Therapy Session", + "options": "Therapy Session" + }, + { + "fieldname": "column_break_4", + "fieldtype": "Column Break" + }, + { + "fetch_from": "therapy_session.practitioner", + "fieldname": "healthcare_practitioner", + "fieldtype": "Link", + "label": "Healthcare Practitioner", + "options": "Healthcare Practitioner" + }, + { + "fieldname": "assessment_datetime", + "fieldtype": "Datetime", + "label": "Assessment Datetime" + }, + { + "fieldname": "section_break_7", + "fieldtype": "Section Break" + }, + { + "fieldname": "assessment_sheet", + "fieldtype": "Table", + "label": "Assessment Sheet", + "options": "Patient Assessment Sheet" + }, + { + "fieldname": "section_break_9", + "fieldtype": "Section Break" + }, + { + "fieldname": "total_score", + "fieldtype": "Int", + "label": "Total Score", + "read_only": 1 + }, + { + "fieldname": "column_break_11", + "fieldtype": "Column Break" + }, + { + "fieldname": "total_score_obtained", + "fieldtype": "Int", + "label": "Total Score Obtained", + "read_only": 1 + }, + { + "fieldname": "scale_min", + "fieldtype": "Int", + "hidden": 1, + "label": "Scale Min", + "read_only": 1 + }, + { + "fieldname": "scale_max", + "fieldtype": "Int", + "hidden": 1, + "label": "Scale Max", + "read_only": 1 + }, + { + "fieldname": "naming_series", + "fieldtype": "Select", + "label": "Naming Series", + "options": "HLC-PA-.YYYY.-" + }, + { + "fieldname": "amended_from", + "fieldtype": "Link", + "label": "Amended From", + "no_copy": 1, + "options": "Patient Assessment", + "print_hide": 1, + "read_only": 1 + }, + { + "fieldname": "assessment_description", + "fieldtype": "Small Text", + "label": "Assessment Description" + } + ], + "is_submittable": 1, + "links": [], + "modified": "2020-04-21 13:23:09.815007", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Patient Assessment", + "owner": "Administrator", + "permissions": [ + { + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "submit": 1, + "write": 1 + }, + { + "cancel": 1, + "create": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Physician", + "share": 1, + "submit": 1, + "write": 1 + } + ], + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "patient", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_assessment/patient_assessment.py b/erpnext/healthcare/doctype/patient_assessment/patient_assessment.py new file mode 100644 index 00000000000..3033a3e6ac9 --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment/patient_assessment.py @@ -0,0 +1,36 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +from frappe.model.document import Document +from frappe.model.mapper import get_mapped_doc + +class PatientAssessment(Document): + def validate(self): + self.set_total_score() + + def set_total_score(self): + total_score = 0 + for entry in self.assessment_sheet: + total_score += int(entry.score) + self.total_score_obtained = total_score + +@frappe.whitelist() +def create_patient_assessment(source_name, target_doc=None): + doc = get_mapped_doc('Therapy Session', source_name, { + 'Therapy Session': { + 'doctype': 'Patient Assessment', + 'field_map': [ + ['therapy_session', 'name'], + ['patient', 'patient'], + ['practitioner', 'practitioner'] + ] + } + }, target_doc) + + return doc + + + diff --git a/erpnext/healthcare/doctype/patient_assessment/test_patient_assessment.py b/erpnext/healthcare/doctype/patient_assessment/test_patient_assessment.py new file mode 100644 index 00000000000..3fda8550f6c --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment/test_patient_assessment.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestPatientAssessment(unittest.TestCase): + pass diff --git a/erpnext/healthcare/doctype/patient_assessment_detail/__init__.py b/erpnext/healthcare/doctype/patient_assessment_detail/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/patient_assessment_detail/patient_assessment_detail.json b/erpnext/healthcare/doctype/patient_assessment_detail/patient_assessment_detail.json new file mode 100644 index 00000000000..179f441044e --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment_detail/patient_assessment_detail.json @@ -0,0 +1,32 @@ +{ + "actions": [], + "creation": "2020-04-19 19:33:00.115395", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "assessment_parameter" + ], + "fields": [ + { + "fieldname": "assessment_parameter", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Assessment Parameter", + "options": "Patient Assessment Parameter", + "reqd": 1 + } + ], + "istable": 1, + "links": [], + "modified": "2020-04-19 19:33:00.115395", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Patient Assessment Detail", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_assessment_detail/patient_assessment_detail.py b/erpnext/healthcare/doctype/patient_assessment_detail/patient_assessment_detail.py new file mode 100644 index 00000000000..0519599ac0c --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment_detail/patient_assessment_detail.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class PatientAssessmentDetail(Document): + pass diff --git a/erpnext/healthcare/doctype/patient_assessment_parameter/__init__.py b/erpnext/healthcare/doctype/patient_assessment_parameter/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/patient_assessment_parameter/patient_assessment_parameter.js b/erpnext/healthcare/doctype/patient_assessment_parameter/patient_assessment_parameter.js new file mode 100644 index 00000000000..2c5d270d575 --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment_parameter/patient_assessment_parameter.js @@ -0,0 +1,8 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Patient Assessment Parameter', { + // refresh: function(frm) { + + // } +}); diff --git a/erpnext/healthcare/doctype/patient_assessment_parameter/patient_assessment_parameter.json b/erpnext/healthcare/doctype/patient_assessment_parameter/patient_assessment_parameter.json new file mode 100644 index 00000000000..098bdefea70 --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment_parameter/patient_assessment_parameter.json @@ -0,0 +1,45 @@ +{ + "actions": [], + "autoname": "field:assessment_parameter", + "creation": "2020-04-15 14:34:46.551042", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "assessment_parameter" + ], + "fields": [ + { + "fieldname": "assessment_parameter", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Assessment Parameter", + "reqd": 1, + "unique": 1 + } + ], + "links": [], + "modified": "2020-04-20 09:22:19.135196", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Patient Assessment Parameter", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_assessment_parameter/patient_assessment_parameter.py b/erpnext/healthcare/doctype/patient_assessment_parameter/patient_assessment_parameter.py new file mode 100644 index 00000000000..b8e00747171 --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment_parameter/patient_assessment_parameter.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class PatientAssessmentParameter(Document): + pass diff --git a/erpnext/healthcare/doctype/patient_assessment_parameter/test_patient_assessment_parameter.py b/erpnext/healthcare/doctype/patient_assessment_parameter/test_patient_assessment_parameter.py new file mode 100644 index 00000000000..e722f9905ec --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment_parameter/test_patient_assessment_parameter.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestPatientAssessmentParameter(unittest.TestCase): + pass diff --git a/erpnext/healthcare/doctype/patient_assessment_sheet/__init__.py b/erpnext/healthcare/doctype/patient_assessment_sheet/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/patient_assessment_sheet/patient_assessment_sheet.json b/erpnext/healthcare/doctype/patient_assessment_sheet/patient_assessment_sheet.json new file mode 100644 index 00000000000..64e4aef7cf0 --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment_sheet/patient_assessment_sheet.json @@ -0,0 +1,57 @@ +{ + "actions": [], + "creation": "2020-04-19 23:07:02.220244", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "parameter", + "score", + "time", + "column_break_4", + "comments" + ], + "fields": [ + { + "fieldname": "parameter", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Parameter", + "options": "Patient Assessment Parameter", + "reqd": 1 + }, + { + "fieldname": "score", + "fieldtype": "Select", + "in_list_view": 1, + "label": "Score", + "reqd": 1 + }, + { + "fieldname": "time", + "fieldtype": "Time", + "label": "Time" + }, + { + "fieldname": "column_break_4", + "fieldtype": "Column Break" + }, + { + "fieldname": "comments", + "fieldtype": "Small Text", + "label": "Comments" + } + ], + "istable": 1, + "links": [], + "modified": "2020-04-20 09:56:28.746619", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Patient Assessment Sheet", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_assessment_sheet/patient_assessment_sheet.py b/erpnext/healthcare/doctype/patient_assessment_sheet/patient_assessment_sheet.py new file mode 100644 index 00000000000..40da7630132 --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment_sheet/patient_assessment_sheet.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class PatientAssessmentSheet(Document): + pass diff --git a/erpnext/healthcare/doctype/patient_assessment_template/__init__.py b/erpnext/healthcare/doctype/patient_assessment_template/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/patient_assessment_template/patient_assessment_template.js b/erpnext/healthcare/doctype/patient_assessment_template/patient_assessment_template.js new file mode 100644 index 00000000000..40419362a4a --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment_template/patient_assessment_template.js @@ -0,0 +1,8 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Patient Assessment Template', { + // refresh: function(frm) { + + // } +}); diff --git a/erpnext/healthcare/doctype/patient_assessment_template/patient_assessment_template.json b/erpnext/healthcare/doctype/patient_assessment_template/patient_assessment_template.json new file mode 100644 index 00000000000..de006b18056 --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment_template/patient_assessment_template.json @@ -0,0 +1,109 @@ +{ + "actions": [], + "autoname": "field:assessment_name", + "creation": "2020-04-19 19:33:13.204707", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "assessment_name", + "section_break_2", + "parameters", + "assessment_scale_details_section", + "scale_min", + "scale_max", + "column_break_8", + "assessment_description" + ], + "fields": [ + { + "fieldname": "parameters", + "fieldtype": "Table", + "label": "Parameters", + "options": "Patient Assessment Detail" + }, + { + "fieldname": "assessment_name", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Assessment Name", + "reqd": 1, + "unique": 1 + }, + { + "fieldname": "section_break_2", + "fieldtype": "Section Break", + "label": "Assessment Parameters" + }, + { + "fieldname": "assessment_scale_details_section", + "fieldtype": "Section Break", + "label": "Assessment Scale" + }, + { + "fieldname": "scale_min", + "fieldtype": "Int", + "label": "Scale Minimum" + }, + { + "fieldname": "scale_max", + "fieldtype": "Int", + "label": "Scale Maximum" + }, + { + "fieldname": "column_break_8", + "fieldtype": "Column Break" + }, + { + "fieldname": "assessment_description", + "fieldtype": "Small Text", + "label": "Assessment Description" + } + ], + "links": [], + "modified": "2020-04-21 13:14:19.075167", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Patient Assessment Template", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Healthcare Administrator", + "share": 1, + "write": 1 + }, + { + "create": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Physician", + "share": 1, + "write": 1 + } + ], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_assessment_template/patient_assessment_template.py b/erpnext/healthcare/doctype/patient_assessment_template/patient_assessment_template.py new file mode 100644 index 00000000000..083cab5d017 --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment_template/patient_assessment_template.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class PatientAssessmentTemplate(Document): + pass diff --git a/erpnext/healthcare/doctype/patient_assessment_template/test_patient_assessment_template.py b/erpnext/healthcare/doctype/patient_assessment_template/test_patient_assessment_template.py new file mode 100644 index 00000000000..86dbd5438cd --- /dev/null +++ b/erpnext/healthcare/doctype/patient_assessment_template/test_patient_assessment_template.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestPatientAssessmentTemplate(unittest.TestCase): + pass diff --git a/erpnext/healthcare/doctype/patient_encounter/patient_encounter.js b/erpnext/healthcare/doctype/patient_encounter/patient_encounter.js index 088bc8161b1..78e789d3594 100644 --- a/erpnext/healthcare/doctype/patient_encounter/patient_encounter.js +++ b/erpnext/healthcare/doctype/patient_encounter/patient_encounter.js @@ -3,6 +3,10 @@ frappe.ui.form.on('Patient Encounter', { setup: function(frm) { + frm.get_field('therapies').grid.editable_fields = [ + {fieldname: 'therapy_type', columns: 8}, + {fieldname: 'no_of_sessions', columns: 2} + ]; frm.get_field('drug_prescription').grid.editable_fields = [ {fieldname: 'drug_code', columns: 2}, {fieldname: 'drug_name', columns: 2}, @@ -19,297 +23,237 @@ frappe.ui.form.on('Patient Encounter', { refresh: function(frm) { refresh_field('drug_prescription'); refresh_field('lab_test_prescription'); - if (!frm.doc.__islocal){ - frappe.call({ - method: 'frappe.client.get_value', - args: { - doctype: 'Patient', - fieldname: 'inpatient_status', - filters: {name: frm.doc.patient} - }, - callback: function(data) { - if(data.message && data.message.inpatient_status == "Admission Scheduled" || data.message.inpatient_status == "Admitted"){ - frm.add_custom_button(__('Schedule Discharge'), function() { - schedule_discharge(frm); - }); - } - else if(data.message.inpatient_status != "Discharge Scheduled"){ - frm.add_custom_button(__('Schedule Admission'), function() { - schedule_inpatient(frm); - }); - } - } - }); - } - frm.add_custom_button(__('Patient History'), function() { - if (frm.doc.patient) { - frappe.route_options = {"patient": frm.doc.patient}; - frappe.set_route("patient_history"); - } else { - frappe.msgprint(__("Please select Patient")); + + if (!frm.doc.__islocal) { + + if (frm.doc.inpatient_status == 'Admission Scheduled' || frm.doc.inpatient_status == 'Admitted') { + frm.add_custom_button(__('Schedule Discharge'), function() { + schedule_discharge(frm); + }); + } else if (frm.doc.inpatient_status != 'Discharge Scheduled') { + frm.add_custom_button(__('Schedule Admission'), function() { + schedule_inpatient(frm); + }); } - },"View"); - frm.add_custom_button(__('Vital Signs'), function() { - btn_create_vital_signs(frm); - },"Create"); - frm.add_custom_button(__('Medical Record'), function() { - create_medical_record(frm); - },"Create"); - frm.add_custom_button(__("Procedure"),function(){ - btn_create_procedure(frm); - },"Create"); + frm.add_custom_button(__('Patient History'), function() { + if (frm.doc.patient) { + frappe.route_options = {'patient': frm.doc.patient}; + frappe.set_route('patient_history'); + } else { + frappe.msgprint(__('Please select Patient')); + } + },'View'); - frm.set_query("patient", function () { + frm.add_custom_button(__('Vital Signs'), function() { + create_vital_signs(frm); + },'Create'); + + frm.add_custom_button(__('Medical Record'), function() { + create_medical_record(frm); + },'Create'); + + frm.add_custom_button(__('Clinical Procedure'), function() { + create_procedure(frm); + },'Create'); + + } + + frm.set_query('patient', function() { return { - filters: {"disabled": 0} + filters: {'status': 'Active'} }; }); - frm.set_query("drug_code", "drug_prescription", function() { + + frm.set_query('drug_code', 'drug_prescription', function() { return { filters: { - is_stock_item:'1' + is_stock_item: 1 } }; }); - frm.set_query("lab_test_code", "lab_test_prescription", function() { + + frm.set_query('lab_test_code', 'lab_test_prescription', function() { return { filters: { - is_billable:'1' + is_billable: 1 } }; }); - frm.set_query("medical_code", "codification_table", function() { - return { - filters: { - medical_code_standard: frappe.defaults.get_default("default_medical_code_standard") - } - }; - }); - frm.set_query("appointment", function() { + + frm.set_query('appointment', function() { return { filters: { // Scheduled filter for demo ... - status:['in',["Open","Scheduled"]] + status:['in',['Open','Scheduled']] } }; }); - frm.set_df_property("appointment", "read_only", frm.doc.__islocal ? 0:1); - frm.set_df_property("patient", "read_only", frm.doc.__islocal ? 0:1); - frm.set_df_property("patient_age", "read_only", frm.doc.__islocal ? 0:1); - frm.set_df_property("patient_sex", "read_only", frm.doc.__islocal ? 0:1); - frm.set_df_property("type", "read_only", frm.doc.__islocal ? 0:1); - frm.set_df_property("practitioner", "read_only", frm.doc.__islocal ? 0:1); - frm.set_df_property("visit_department", "read_only", frm.doc.__islocal ? 0:1); - frm.set_df_property("encounter_date", "read_only", frm.doc.__islocal ? 0:1); - frm.set_df_property("encounter_time", "read_only", frm.doc.__islocal ? 0:1); - } -}); -var schedule_inpatient = function(frm) { - frappe.call({ - method: "erpnext.healthcare.doctype.inpatient_record.inpatient_record.schedule_inpatient", - args: {patient: frm.doc.patient, encounter_id: frm.doc.name, practitioner: frm.doc.practitioner}, - callback: function(data) { - if(!data.exc){ - frm.reload_doc(); - } - }, - freeze: true, - freeze_message: "Process Inpatient Scheduling" - }); -}; + frm.set_df_property('patient', 'read_only', frm.doc.appointment ? 1 : 0); + }, -var schedule_discharge = function(frm) { - frappe.call({ - method: "erpnext.healthcare.doctype.inpatient_record.inpatient_record.schedule_discharge", - args: {patient: frm.doc.patient, encounter_id: frm.doc.name, practitioner: frm.doc.practitioner}, - callback: function(data) { - if(!data.exc){ - frm.reload_doc(); - } - }, - freeze: true, - freeze_message: "Process Discharge" - }); -}; + appointment: function(frm) { + frm.events.set_appointment_fields(frm); + }, -var create_medical_record = function (frm) { - if(!frm.doc.patient){ - frappe.throw(__("Please select patient")); - } - frappe.route_options = { - "patient": frm.doc.patient, - "status": "Open", - "reference_doctype": "Patient Medical Record", - "reference_owner": frm.doc.owner - }; - frappe.new_doc("Patient Medical Record"); -}; + patient: function(frm) { + frm.events.set_patient_info(frm); + }, -var btn_create_vital_signs = function (frm) { - if(!frm.doc.patient){ - frappe.throw(__("Please select patient")); - } - frappe.route_options = { - "patient": frm.doc.patient, - "appointment": frm.doc.appointment - }; - frappe.new_doc("Vital Signs"); -}; - -var btn_create_procedure = function (frm) { - if(!frm.doc.patient){ - frappe.throw(__("Please select patient")); - } - frappe.route_options = { - "patient": frm.doc.patient, - "medical_department": frm.doc.visit_department - }; - frappe.new_doc("Clinical Procedure"); -}; - -frappe.ui.form.on("Patient Encounter", "appointment", function(frm){ - if(frm.doc.appointment){ - frappe.call({ - "method": "frappe.client.get", - args: { - doctype: "Patient Appointment", - name: frm.doc.appointment - }, - callback: function (data) { - frappe.model.set_value(frm.doctype,frm.docname, "patient", data.message.patient); - frappe.model.set_value(frm.doctype,frm.docname, "type", data.message.appointment_type); - frappe.model.set_value(frm.doctype,frm.docname, "practitioner", data.message.practitioner); - frappe.model.set_value(frm.doctype,frm.docname, "invoiced", data.message.invoiced); - } - }); - } - else{ - frappe.model.set_value(frm.doctype,frm.docname, "patient", ""); - frappe.model.set_value(frm.doctype,frm.docname, "type", ""); - frappe.model.set_value(frm.doctype,frm.docname, "practitioner", ""); - frappe.model.set_value(frm.doctype,frm.docname, "invoiced", 0); - } -}); - -frappe.ui.form.on("Patient Encounter", "practitioner", function(frm) { - if(frm.doc.practitioner){ - frappe.call({ - "method": "frappe.client.get", - args: { - doctype: "Healthcare Practitioner", - name: frm.doc.practitioner - }, - callback: function (data) { - frappe.model.set_value(frm.doctype,frm.docname, "visit_department",data.message.department); - } - }); - } -}); - -frappe.ui.form.on("Patient Encounter", "symptoms_select", function(frm) { - if(frm.doc.symptoms_select){ - var symptoms = null; - if(frm.doc.symptoms) - symptoms = frm.doc.symptoms + "\n" +frm.doc.symptoms_select; - else - symptoms = frm.doc.symptoms_select; - frappe.model.set_value(frm.doctype,frm.docname, "symptoms", symptoms); - frappe.model.set_value(frm.doctype,frm.docname, "symptoms_select", null); - } -}); -frappe.ui.form.on("Patient Encounter", "diagnosis_select", function(frm) { - if(frm.doc.diagnosis_select){ - var diagnosis = null; - if(frm.doc.diagnosis) - diagnosis = frm.doc.diagnosis + "\n" +frm.doc.diagnosis_select; - else - diagnosis = frm.doc.diagnosis_select; - frappe.model.set_value(frm.doctype,frm.docname, "diagnosis", diagnosis); - frappe.model.set_value(frm.doctype,frm.docname, "diagnosis_select", null); - } -}); - -frappe.ui.form.on("Patient Encounter", "patient", function(frm) { - if(frm.doc.patient){ - frappe.call({ - "method": "erpnext.healthcare.doctype.patient.patient.get_patient_detail", - args: { - patient: frm.doc.patient - }, - callback: function (data) { - var age = ""; - if(data.message.dob){ - age = calculate_age(data.message.dob); - } - frappe.model.set_value(frm.doctype,frm.docname, "patient_age", age); - frappe.model.set_value(frm.doctype,frm.docname, "patient_sex", data.message.sex); - } - }); - } -}); - -frappe.ui.form.on("Drug Prescription", { - drug_code: function(frm, cdt, cdn) { - var child = locals[cdt][cdn]; - if(child.drug_code){ + set_appointment_fields: function(frm) { + if (frm.doc.appointment) { frappe.call({ - "method": "frappe.client.get", + method: 'frappe.client.get', args: { - doctype: "Item", - name: child.drug_code, + doctype: 'Patient Appointment', + name: frm.doc.appointment }, - callback: function (data) { - frappe.model.set_value(cdt, cdn, 'drug_name',data.message.item_name); + callback: function(data) { + let values = { + 'patient':data.message.patient, + 'type': data.message.appointment_type, + 'practitioner': data.message.practitioner, + 'invoiced': data.message.invoiced + }; + frm.set_value(values); } }); } + else { + let values = { + 'patient': '', + 'patient_name': '', + 'type': '', + 'practitioner': '', + 'invoiced': 0, + 'patient_sex': '', + 'patient_age': '', + 'inpatient_record': '', + 'inpatient_status': '' + }; + frm.set_value(values); + } }, + + set_patient_info: function(frm) { + if (frm.doc.patient) { + frappe.call({ + method: 'erpnext.healthcare.doctype.patient.patient.get_patient_detail', + args: { + patient: frm.doc.patient + }, + callback: function(data) { + let age = ''; + if (data.message.dob) { + age = calculate_age(data.message.dob); + } + frappe.model.set_value(frm.doctype, frm.docname, 'patient_age', age); + frappe.model.set_value(frm.doctype, frm.docname, 'patient_sex', data.message.sex); + if (data.message.inpatient_record) { + frappe.model.set_value(frm.doctype, frm.docname, 'inpatient_record', data.message.inpatient_record); + frappe.model.set_value(frm.doctype, frm.docname, 'inpatient_status', data.message.inpatient_status); + } + } + }); + } else { + frappe.model.set_value(frm.doctype, frm.docname, 'patient_sex', ''); + frappe.model.set_value(frm.doctype, frm.docname, 'patient_age', ''); + frappe.model.set_value(frm.doctype, frm.docname, 'inpatient_record', ''); + frappe.model.set_value(frm.doctype, frm.docname, 'inpatient_status', ''); + } + } +}); + +let schedule_inpatient = function(frm) { + frappe.call({ + method: 'erpnext.healthcare.doctype.inpatient_record.inpatient_record.schedule_inpatient', + args: {patient: frm.doc.patient, encounter_id: frm.doc.name, practitioner: frm.doc.practitioner}, + callback: function(data) { + if (!data.exc) { + frm.reload_doc(); + } + }, + freeze: true, + freeze_message: __('Process Inpatient Scheduling') + }); +}; + +let schedule_discharge = function(frm) { + frappe.call({ + method: 'erpnext.healthcare.doctype.inpatient_record.inpatient_record.schedule_discharge', + args: {patient: frm.doc.patient, encounter_id: frm.doc.name, practitioner: frm.doc.practitioner}, + callback: function(data) { + if (!data.exc) { + frm.reload_doc(); + } + }, + freeze: true, + freeze_message: 'Process Discharge' + }); +}; + +let create_medical_record = function (frm) { + if (!frm.doc.patient) { + frappe.throw(__('Please select patient')); + } + frappe.route_options = { + 'patient': frm.doc.patient, + 'status': 'Open', + 'reference_doctype': 'Patient Medical Record', + 'reference_owner': frm.doc.owner + }; + frappe.new_doc('Patient Medical Record'); +}; + +let create_vital_signs = function (frm) { + if (!frm.doc.patient) { + frappe.throw(__('Please select patient')); + } + frappe.route_options = { + 'patient': frm.doc.patient, + 'appointment': frm.doc.appointment, + 'encounter': frm.doc.name + }; + frappe.new_doc('Vital Signs'); +}; + +let create_procedure = function (frm) { + if (!frm.doc.patient) { + frappe.throw(__('Please select patient')); + } + frappe.route_options = { + 'patient': frm.doc.patient, + 'medical_department': frm.doc.medical_department + }; + frappe.new_doc('Clinical Procedure'); +}; + +frappe.ui.form.on('Drug Prescription', { dosage: function(frm, cdt, cdn){ frappe.model.set_value(cdt, cdn, 'update_schedule', 1); - var child = locals[cdt][cdn]; - if(child.dosage){ - frappe.model.set_value(cdt, cdn, 'in_every', 'Day'); + let child = locals[cdt][cdn]; + if (child.dosage) { + frappe.model.set_value(cdt, cdn, 'interval_uom', 'Day'); frappe.model.set_value(cdt, cdn, 'interval', 1); } }, - period: function(frm, cdt, cdn){ + period: function(frm, cdt, cdn) { frappe.model.set_value(cdt, cdn, 'update_schedule', 1); }, - in_every: function(frm, cdt, cdn){ + interval_uom: function(frm, cdt, cdn) { frappe.model.set_value(cdt, cdn, 'update_schedule', 1); - var child = locals[cdt][cdn]; - if(child.in_every == "Hour"){ + let child = locals[cdt][cdn]; + if (child.interval_uom == 'Hour') { frappe.model.set_value(cdt, cdn, 'dosage', null); } } }); -frappe.ui.form.on("Procedure Prescription", { - procedure: function(frm, cdt, cdn) { - var child = locals[cdt][cdn]; - if(child.procedure){ - frappe.call({ - "method": "frappe.client.get_value", - args: { - doctype: "Clinical Procedure Template", - fieldname: "medical_department", - filters: {name: child.procedure} - }, - callback: function (data) { - frappe.model.set_value(cdt, cdn, 'department',data.message.medical_department); - } - }); - } - } -}); - - -var calculate_age = function(birth) { - var ageMS = Date.parse(Date()) - Date.parse(birth); - var age = new Date(); +let calculate_age = function(birth) { + let ageMS = Date.parse(Date()) - Date.parse(birth); + let age = new Date(); age.setTime(ageMS); - var years = age.getFullYear() - 1970; - return years + " Year(s) " + age.getMonth() + " Month(s) " + age.getDate() + " Day(s)"; + let years = age.getFullYear() - 1970; + return years + ' Year(s) ' + age.getMonth() + ' Month(s) ' + age.getDate() + ' Day(s)'; }; diff --git a/erpnext/healthcare/doctype/patient_encounter/patient_encounter.json b/erpnext/healthcare/doctype/patient_encounter/patient_encounter.json index 91c9d7bcf2c..5f11039e19b 100644 --- a/erpnext/healthcare/doctype/patient_encounter/patient_encounter.json +++ b/erpnext/healthcare/doctype/patient_encounter/patient_encounter.json @@ -1,1183 +1,351 @@ { - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 0, - "autoname": "naming_series:", - "beta": 1, - "creation": "2016-04-21 10:53:44.637684", - "custom": 0, - "default_print_format": "", - "docstatus": 0, - "doctype": "DocType", - "document_type": "Document", - "editable_grid": 1, + "actions": [], + "allow_copy": 1, + "allow_import": 1, + "autoname": "naming_series:", + "beta": 1, + "creation": "2016-04-21 10:53:44.637684", + "doctype": "DocType", + "document_type": "Document", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "naming_series", + "appointment", + "appointment_type", + "patient", + "patient_name", + "patient_sex", + "patient_age", + "company", + "column_break_6", + "practitioner", + "medical_department", + "encounter_date", + "encounter_time", + "invoiced", + "section_break_1", + "inpatient_record", + "column_break_17", + "inpatient_status", + "sb_symptoms", + "symptoms", + "symptoms_in_print", + "physical_examination", + "diagnosis", + "diagnosis_in_print", + "codification", + "codification_table", + "sb_drug_prescription", + "drug_prescription", + "sb_test_prescription", + "lab_test_prescription", + "sb_procedures", + "procedure_prescription", + "rehabilitation_section", + "therapy_plan", + "therapies", + "section_break_33", + "encounter_comment", + "amended_from" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "patient.inpatient_record", - "fieldname": "inpatient_record", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Inpatient Record", - "length": 0, - "no_copy": 0, - "options": "Inpatient Record", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "inpatient_record", + "fieldtype": "Link", + "label": "Inpatient Record", + "options": "Inpatient Record", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "section_break_1", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "collapsible": 1, + "fieldname": "section_break_1", + "fieldtype": "Section Break", + "label": "Inpatient Details" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "", - "fieldname": "naming_series", - "fieldtype": "Select", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Series", - "length": 0, - "no_copy": 0, - "options": "HLC-ENC-.YYYY.-", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "naming_series", + "fieldtype": "Select", + "label": "Series", + "no_copy": 1, + "options": "HLC-ENC-.YYYY.-", + "set_only_once": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "", - "fieldname": "appointment", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Appointment", - "length": 0, - "no_copy": 0, - "options": "Patient Appointment", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "appointment", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "label": "Appointment", + "options": "Patient Appointment", + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "type", - "fieldtype": "Link", - "hidden": 1, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Type", - "length": 0, - "no_copy": 1, - "options": "Appointment Type", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "inpatient_record.patient", + "fieldname": "patient", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Patient", + "options": "Patient", + "reqd": 1, + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "inpatient_record.patient", - "fieldname": "patient", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 1, - "label": "Patient", - "length": 0, - "no_copy": 0, - "options": "Patient", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "patient.patient_name", + "fieldname": "patient_name", + "fieldtype": "Data", + "label": "Patient Name", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "", - "fetch_from": "patient.patient_name", - "fieldname": "patient_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Patient Name", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "patient_age", + "fieldtype": "Data", + "label": "Age", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "patient_age", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Age", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "patient_sex", + "fieldtype": "Link", + "label": "Gender", + "options": "Gender", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "patient_sex", - "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Gender", - "length": 0, - "no_copy": 0, - "options": "\nMale\nFemale\nOther", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "company", + "fieldtype": "Link", + "hidden": 1, + "label": "Company", + "options": "Company" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "company", - "fieldtype": "Link", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Company", - "length": 0, - "no_copy": 0, - "options": "Company", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_6", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_6", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "practitioner", + "fieldtype": "Link", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Healthcare Practitioner", + "options": "Healthcare Practitioner", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "practitioner", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 1, - "label": "Healthcare Practitioner", - "length": 0, - "no_copy": 0, - "options": "Healthcare Practitioner", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "Today", + "fieldname": "encounter_date", + "fieldtype": "Date", + "in_list_view": 1, + "label": "Encounter Date", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "visit_department", - 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"report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "amended_from", + "fieldtype": "Link", + "label": "Amended From", + "no_copy": 1, + "options": "Patient Encounter", + "print_hide": 1, + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "sb_procedures", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Procedures", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "rehabilitation_section", + "fieldtype": "Section Break", + "label": "Rehabilitation" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "procedure_prescription", - "fieldtype": "Table", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Procedures", - "length": 0, - "no_copy": 1, - "options": "Procedure Prescription", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "therapies", + "fieldtype": "Table", + "label": "Therapies", + "options": "Therapy Plan Detail" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "encounter_comment", - "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Review Details", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "section_break_33", + "fieldtype": "Section Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "amended_from", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Amended From", - "length": 0, - "no_copy": 1, - "options": "Patient Encounter", - "permlevel": 0, - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "therapy_plan", + "fieldtype": "Link", + "hidden": 1, + "label": "Therapy Plan", + "options": "Therapy Plan", + "read_only": 1 + }, + { + "fieldname": "appointment_type", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "label": "Appointment Type", + "no_copy": 1, + "options": "Appointment Type", + "print_hide": 1, + "read_only": 1, + "report_hide": 1 + }, + { + "fetch_from": "practitioner.department", + "fieldname": "medical_department", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Department", + "options": "Medical Department", + "read_only": 1 + }, + { + "fieldname": "inpatient_status", + "fieldtype": "Data", + "label": "Inpatient Status", + "read_only": 1 + }, + { + "fieldname": "column_break_17", + "fieldtype": "Column Break" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 1, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-09-04 11:50:52.217175", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Patient Encounter", - "name_case": "", - "owner": "Administrator", + ], + "is_submittable": 1, + "links": [], + "modified": "2020-04-14 16:18:08.180457", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Patient Encounter", + "owner": "Administrator", "permissions": [ { - "amend": 1, - "cancel": 1, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Physician", - "set_user_permissions": 0, - "share": 1, - "submit": 1, + "amend": 1, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Physician", + "share": 1, + "submit": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "search_fields": "patient, practitioner, visit_department, encounter_date, encounter_time", - "show_name_in_global_search": 1, - "sort_field": "modified", - "sort_order": "DESC", - "title_field": "patient", - "track_changes": 1, - "track_seen": 1, - "track_views": 0 + ], + "restrict_to_domain": "Healthcare", + "search_fields": "patient, practitioner, medical_department, encounter_date, encounter_time", + "show_name_in_global_search": 1, + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "patient", + "track_changes": 1, + "track_seen": 1 } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_encounter/patient_encounter.py b/erpnext/healthcare/doctype/patient_encounter/patient_encounter.py index fe7ac8eb33e..767643bc73a 100644 --- a/erpnext/healthcare/doctype/patient_encounter/patient_encounter.py +++ b/erpnext/healthcare/doctype/patient_encounter/patient_encounter.py @@ -4,61 +4,84 @@ from __future__ import unicode_literals import frappe +from frappe import _ from frappe.model.document import Document from frappe.utils import cstr +from frappe import _ class PatientEncounter(Document): def on_update(self): - if(self.appointment): - frappe.db.set_value("Patient Appointment", self.appointment, "status", "Closed") - update_encounter_to_medical_record(self) + if self.appointment: + frappe.db.set_value('Patient Appointment', self.appointment, 'status', 'Closed') + update_encounter_medical_record(self) def after_insert(self): insert_encounter_to_medical_record(self) def on_cancel(self): - if(self.appointment): - frappe.db.set_value("Patient Appointment", self.appointment, "status", "Open") + if self.appointment: + frappe.db.set_value('Patient Appointment', self.appointment, 'status', 'Open') delete_medical_record(self) + def on_submit(self): + create_therapy_plan(self) + +def create_therapy_plan(encounter): + if len(encounter.therapies): + doc = frappe.new_doc('Therapy Plan') + doc.patient = encounter.patient + doc.start_date = encounter.encounter_date + for entry in encounter.therapies: + doc.append('therapy_plan_details', { + 'therapy_type': entry.therapy_type, + 'no_of_sessions': entry.no_of_sessions + }) + doc.save(ignore_permissions=True) + if doc.get('name'): + encounter.db_set('therapy_plan', doc.name) + frappe.msgprint(_('Therapy Plan {0} created successfully.').format(frappe.bold(doc.name)), alert=True) + def insert_encounter_to_medical_record(doc): subject = set_subject_field(doc) - medical_record = frappe.new_doc("Patient Medical Record") + medical_record = frappe.new_doc('Patient Medical Record') medical_record.patient = doc.patient medical_record.subject = subject - medical_record.status = "Open" + medical_record.status = 'Open' medical_record.communication_date = doc.encounter_date - medical_record.reference_doctype = "Patient Encounter" + medical_record.reference_doctype = 'Patient Encounter' medical_record.reference_name = doc.name medical_record.reference_owner = doc.owner medical_record.save(ignore_permissions=True) -def update_encounter_to_medical_record(encounter): - medical_record_id = frappe.db.sql("select name from `tabPatient Medical Record` where reference_name=%s", (encounter.name)) +def update_encounter_medical_record(encounter): + medical_record_id = frappe.db.exists('Patient Medical Record', {'reference_name': encounter.name}) + if medical_record_id and medical_record_id[0][0]: subject = set_subject_field(encounter) - frappe.db.set_value("Patient Medical Record", medical_record_id[0][0], "subject", subject) + frappe.db.set_value('Patient Medical Record', medical_record_id[0][0], 'subject', subject) else: insert_encounter_to_medical_record(encounter) def delete_medical_record(encounter): - frappe.db.sql("""delete from `tabPatient Medical Record` where reference_name = %s""", (encounter.name)) + frappe.db.delete_doc_if_exists('Patient Medical Record', 'reference_name', encounter.name) def set_subject_field(encounter): - subject = encounter.practitioner+"
" - if(encounter.symptoms): - subject += "Symptoms: "+ cstr(encounter.symptoms)+".
" + subject = encounter.practitioner + '\n' + if encounter.symptoms: + subject += _('Symptoms: ') + cstr(encounter.symptoms) + '\n' else: - subject += "No Symptoms
" - if(encounter.diagnosis): - subject += "Diagnosis: "+ cstr(encounter.diagnosis)+".
" + subject += _('No Symptoms') + '\n' + + if encounter.diagnosis: + subject += _('Diagnosis: ') + cstr(encounter.diagnosis) + '\n' else: - subject += "No Diagnosis
" - if(encounter.drug_prescription): - subject +="\nDrug(s) Prescribed. " - if(encounter.lab_test_prescription): - subject += "\nTest(s) Prescribed." - if(encounter.procedure_prescription): - subject += "\nProcedure(s) Prescribed." + subject += _('No Diagnosis') + '\n' + + if encounter.drug_prescription: + subject += '\n' + _('Drug(s) Prescribed.') + if encounter.lab_test_prescription: + subject += '\n' + _('Test(s) Prescribed.') + if encounter.procedure_prescription: + subject += '\n' + _('Procedure(s) Prescribed.') return subject diff --git a/erpnext/healthcare/doctype/patient_encounter/patient_encounter_list.js b/erpnext/healthcare/doctype/patient_encounter/patient_encounter_list.js index 93c02f60c5c..d8f63bd0fa5 100644 --- a/erpnext/healthcare/doctype/patient_encounter/patient_encounter_list.js +++ b/erpnext/healthcare/doctype/patient_encounter/patient_encounter_list.js @@ -2,5 +2,5 @@ (c) ESS 2015-16 */ frappe.listview_settings['Patient Encounter'] = { - filters:[["docstatus","!=","1"]] + filters:[["docstatus","!=","2"]] }; diff --git a/erpnext/healthcare/doctype/patient_encounter_diagnosis/__init__.py b/erpnext/healthcare/doctype/patient_encounter_diagnosis/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/patient_encounter_diagnosis/patient_encounter_diagnosis.json b/erpnext/healthcare/doctype/patient_encounter_diagnosis/patient_encounter_diagnosis.json new file mode 100644 index 00000000000..00ca309d63e --- /dev/null +++ b/erpnext/healthcare/doctype/patient_encounter_diagnosis/patient_encounter_diagnosis.json @@ -0,0 +1,33 @@ +{ + "actions": [], + "beta": 1, + "creation": "2020-02-26 16:48:16.835105", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "diagnosis" + ], + "fields": [ + { + "fieldname": "diagnosis", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Diagnosis", + "options": "Diagnosis", + "reqd": 1 + } + ], + "istable": 1, + "links": [], + "modified": "2020-02-26 16:58:16.480583", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Patient Encounter Diagnosis", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_encounter_diagnosis/patient_encounter_diagnosis.py b/erpnext/healthcare/doctype/patient_encounter_diagnosis/patient_encounter_diagnosis.py new file mode 100644 index 00000000000..34b0cf8a580 --- /dev/null +++ b/erpnext/healthcare/doctype/patient_encounter_diagnosis/patient_encounter_diagnosis.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class PatientEncounterDiagnosis(Document): + pass diff --git a/erpnext/healthcare/doctype/patient_encounter_symptom/__init__.py b/erpnext/healthcare/doctype/patient_encounter_symptom/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/patient_encounter_symptom/patient_encounter_symptom.json b/erpnext/healthcare/doctype/patient_encounter_symptom/patient_encounter_symptom.json new file mode 100644 index 00000000000..bc921458674 --- /dev/null +++ b/erpnext/healthcare/doctype/patient_encounter_symptom/patient_encounter_symptom.json @@ -0,0 +1,33 @@ +{ + "actions": [], + "beta": 1, + "creation": "2020-02-26 16:47:00.525657", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "complaint" + ], + "fields": [ + { + "fieldname": "complaint", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Complaint", + "options": "Complaint", + "reqd": 1 + } + ], + "istable": 1, + "links": [], + "modified": "2020-02-26 16:57:37.997481", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Patient Encounter Symptom", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_encounter_symptom/patient_encounter_symptom.py b/erpnext/healthcare/doctype/patient_encounter_symptom/patient_encounter_symptom.py new file mode 100644 index 00000000000..bdb7bb218eb --- /dev/null +++ b/erpnext/healthcare/doctype/patient_encounter_symptom/patient_encounter_symptom.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class PatientEncounterSymptom(Document): + pass diff --git a/erpnext/healthcare/doctype/patient_medical_record/patient_medical_record.json b/erpnext/healthcare/doctype/patient_medical_record/patient_medical_record.json index c6a6b44ce74..3655e24cb98 100644 --- a/erpnext/healthcare/doctype/patient_medical_record/patient_medical_record.json +++ b/erpnext/healthcare/doctype/patient_medical_record/patient_medical_record.json @@ -1,457 +1,155 @@ { - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 0, - "autoname": "naming_series:", - "beta": 1, - "creation": "2016-06-09 11:30:44.972056", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Setup", - "editable_grid": 0, + "actions": [], + "allow_copy": 1, + "allow_import": 1, + "autoname": "naming_series:", + "beta": 1, + "creation": "2016-06-09 11:30:44.972056", + "doctype": "DocType", + "document_type": "Setup", + "engine": "InnoDB", + "field_order": [ + "naming_series", + "patient", + "status", + "column_break_2", + "attach", + "section_break_4", + "subject", + "section_break_8", + "communication_date", + "reference_doctype", + "reference_name", + "column_break_9", + "reference_owner", + "user" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "", - "fieldname": "naming_series", - "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Series", - "length": 0, - "no_copy": 0, - "options": "HLC-PMR-.YYYY.-", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "naming_series", + "fieldtype": "Select", + "label": "Series", + "options": "HLC-PMR-.YYYY.-", + "print_hide": 1, + "report_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "patient", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Patient", - "length": 0, - "no_copy": 0, - "options": "Patient", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "patient", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_list_view": 1, + "label": "Patient", + "options": "Patient", + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_2", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_2", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "attach", - "fieldtype": "Attach", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "attach", + "fieldtype": "Attach", + "label": "Attach Medical Record" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "section_break_4", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "section_break_4", + "fieldtype": "Section Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "subject", - "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Subject", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "subject", + "fieldtype": "Small Text", + "ignore_xss_filter": 1, + "label": "Subject" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "status", - "fieldtype": "Select", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Status", - "length": 0, - "no_copy": 0, - "options": "Open\nClose", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "status", + "fieldtype": "Select", + "label": "Status", + "options": "Open\nClose", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "Today", - "fieldname": "communication_date", - "fieldtype": "Date", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Datetime", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "Today", + "fieldname": "communication_date", + "fieldtype": "Date", + "in_list_view": 1, + "label": "Datetime", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "reference_doctype", - "fieldtype": "Link", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Reference DocType", - "length": 0, - "no_copy": 0, - "options": "DocType", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "reference_doctype", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Reference DocType", + "options": "DocType", + "read_only": 1, + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "reference_name", - "fieldtype": "Dynamic Link", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Reference Name", - "length": 0, - "no_copy": 0, - "options": "reference_doctype", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "reference_name", + "fieldtype": "Dynamic Link", + "in_list_view": 1, + "label": "Reference Name", + "options": "reference_doctype", + "read_only": 1, + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "reference_name.owner", - "fieldname": "reference_owner", - "fieldtype": "Data", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Reference Owner", - "length": 0, - "no_copy": 1, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "reference_name.owner", + "fieldname": "reference_owner", + "fieldtype": "Data", + "label": "Reference Owner", + "no_copy": 1, + "print_hide": 1, + "read_only": 1, + "report_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "__user", - "fieldname": "user", - "fieldtype": "Link", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "User", - "length": 0, - "no_copy": 0, - "options": "User", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "default": "__user", + "fieldname": "user", + "fieldtype": "Link", + "label": "User", + "options": "User", + "print_hide": 1, + "read_only": 1, + "report_hide": 1 + }, + { + "fieldname": "column_break_9", + "fieldtype": "Column Break" + }, + { + "fieldname": "section_break_8", + "fieldtype": "Section Break" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 1, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-08-21 14:44:37.927284", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Patient Medical Record", - "name_case": "", - "owner": "Administrator", + ], + "in_create": 1, + "links": [], + "modified": "2020-03-23 19:26:59.308383", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Patient Medical Record", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Physician", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Physician", + "share": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "search_fields": "patient, subject, communication_date, reference_doctype, reference_name", - "show_name_in_global_search": 1, - "sort_field": "modified", - "sort_order": "DESC", - "title_field": "patient", - "track_changes": 1, - "track_seen": 1, - "track_views": 0 -} + ], + "restrict_to_domain": "Healthcare", + "search_fields": "patient, subject, communication_date, reference_doctype, reference_name", + "show_name_in_global_search": 1, + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "patient", + "track_changes": 1, + "track_seen": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_medical_record/test_patient_medical_record.py b/erpnext/healthcare/doctype/patient_medical_record/test_patient_medical_record.py index 460774a7ec8..e5a5e4c010d 100644 --- a/erpnext/healthcare/doctype/patient_medical_record/test_patient_medical_record.py +++ b/erpnext/healthcare/doctype/patient_medical_record/test_patient_medical_record.py @@ -3,8 +3,86 @@ # See license.txt from __future__ import unicode_literals import unittest - -# test_records = frappe.get_test_records('Patient Medical Record') +import frappe +from frappe.utils import nowdate +from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_encounter, create_healthcare_docs, create_appointment class TestPatientMedicalRecord(unittest.TestCase): - pass + def setUp(self): + frappe.db.set_value('Healthcare Settings', None, 'enable_free_follow_ups', 0) + frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 1) + + def test_medical_record(self): + patient, medical_department, practitioner = create_healthcare_docs() + appointment = create_appointment(patient, practitioner, nowdate(), invoice=1) + encounter = create_encounter(appointment) + # check for encounter + medical_rec = frappe.db.exists('Patient Medical Record', {'status': 'Open', 'reference_name': encounter.name}) + self.assertTrue(medical_rec) + + vital_signs = create_vital_signs(appointment) + # check for vital signs + medical_rec = frappe.db.exists('Patient Medical Record', {'status': 'Open', 'reference_name': vital_signs.name}) + self.assertTrue(medical_rec) + + appointment = create_appointment(patient, practitioner, nowdate(), invoice=1, procedure_template=1) + procedure = create_procedure(appointment) + procedure.start_procedure() + procedure.complete_procedure() + # check for clinical procedure + medical_rec = frappe.db.exists('Patient Medical Record', {'status': 'Open', 'reference_name': procedure.name}) + self.assertTrue(medical_rec) + + template = create_lab_test_template(medical_department) + lab_test = create_lab_test(template, patient) + # check for lab test + medical_rec = frappe.db.exists('Patient Medical Record', {'status': 'Open', 'reference_name': lab_test.name}) + self.assertTrue(medical_rec) + + +def create_procedure(appointment): + if appointment: + procedure = frappe.new_doc('Clinical Procedure') + procedure.procedure_template = appointment.procedure_template + procedure.appointment = appointment.name + procedure.patient = appointment.patient + procedure.practitioner = appointment.practitioner + procedure.medical_department = appointment.department + procedure.start_dt = appointment.appointment_date + procedure.start_time = appointment.appointment_time + procedure.save() + procedure.submit() + return procedure + +def create_vital_signs(appointment): + vital_signs = frappe.new_doc('Vital Signs') + vital_signs.patient = appointment.patient + vital_signs.signs_date = appointment.appointment_date + vital_signs.signs_time = appointment.appointment_time + vital_signs.temperature = 38.5 + vital_signs.save() + vital_signs.submit() + return vital_signs + +def create_lab_test_template(medical_department): + if frappe.db.exists('Lab Test Template', 'Blood Test'): + return 'Blood Test' + + template = frappe.new_doc('Lab Test Template') + template.lab_test_name = 'Blood Test' + template.lab_test_code = 'Blood Test' + template.lab_test_group = 'Services' + template.department = medical_department + template.is_billable = 1 + template.lab_test_rate = 2000 + template.save() + return template.name + +def create_lab_test(template, patient): + lab_test = frappe.new_doc('Lab Test') + lab_test.patient = patient + lab_test.patient_sex = frappe.db.get_value('Patient', patient, 'sex') + lab_test.template = template + lab_test.save() + lab_test.submit() + return lab_test \ No newline at end of file diff --git a/erpnext/healthcare/doctype/patient_relation/patient_relation.json b/erpnext/healthcare/doctype/patient_relation/patient_relation.json index 209a3746a6e..376f7f76d66 100644 --- a/erpnext/healthcare/doctype/patient_relation/patient_relation.json +++ b/erpnext/healthcare/doctype/patient_relation/patient_relation.json @@ -1,134 +1,52 @@ { - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 1, - "creation": "2017-04-26 15:40:11.561855", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_copy": 1, + "beta": 1, + "creation": "2017-04-26 15:40:11.561855", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "patient", + "relation", + "description" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "relation", - "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Relation", - "length": 0, - "no_copy": 0, - "options": "\nFather\nMother\nSpouse\nSiblings\nFamily", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "unique": 0 - }, + "fieldname": "relation", + "fieldtype": "Select", + "in_list_view": 1, + "label": "Relation", + "options": "\nFather\nMother\nSpouse\nSiblings\nFamily\nOther", + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "patient", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Patient", - "length": 0, - "no_copy": 0, - "options": "Patient", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "fieldname": "patient", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_list_view": 1, + "label": "Patient", + "options": "Patient", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "description", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Description", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 + "fieldname": "description", + "fieldtype": "Small Text", + "ignore_xss_filter": 1, + "label": "Description" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2017-10-04 16:12:45.485333", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Patient Relation", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0 + ], + "istable": 1, + "links": [], + "modified": "2020-01-29 12:45:40.081899", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Patient Relation", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "restrict_to_domain": "Healthcare", + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/practitioner_schedule/practitioner_schedule.js b/erpnext/healthcare/doctype/practitioner_schedule/practitioner_schedule.js index f247856b92f..7cb7c4b65e6 100644 --- a/erpnext/healthcare/doctype/practitioner_schedule/practitioner_schedule.js +++ b/erpnext/healthcare/doctype/practitioner_schedule/practitioner_schedule.js @@ -5,9 +5,9 @@ frappe.ui.form.on('Practitioner Schedule', { refresh: function(frm) { cur_frm.fields_dict["time_slots"].grid.wrapper.find('.grid-add-row').hide(); cur_frm.fields_dict["time_slots"].grid.add_custom_button(__('Add Time Slots'), () => { - var d = new frappe.ui.Dialog({ + let d = new frappe.ui.Dialog({ fields: [ - {fieldname: 'days', label: __('Select Days'), fieldtype:'MultiSelect', + {fieldname: 'days', label: __('Select Days'), fieldtype: 'MultiSelect', options:[ {value:'Sunday', label:__('Sunday')}, {value:'Monday', label:__('Monday')}, @@ -17,40 +17,41 @@ frappe.ui.form.on('Practitioner Schedule', { {value:'Friday', label:__('Friday')}, {value:'Saturday', label:__('Saturday')}, ], reqd: 1}, - {fieldname: 'from_time', label:__('From'), fieldtype:'Time', + {fieldname: 'from_time', label: __('From'), fieldtype: 'Time', 'default': '09:00:00', reqd: 1}, - {fieldname: 'to_time', label:__('To'), fieldtype:'Time', + {fieldname: 'to_time', label: __('To'), fieldtype: 'Time', 'default': '12:00:00', reqd: 1}, - {fieldname: 'duration', label:__('Appointment Duration (mins)'), + {fieldname: 'duration', label: __('Appointment Duration (mins)'), fieldtype:'Int', 'default': 15, reqd: 1}, ], primary_action_label: __('Add Timeslots'), primary_action: () => { - var values = d.get_values(); - if(values) { + let values = d.get_values(); + if (values) { let slot_added = false; values.days.split(',').forEach(function(day){ day = $.trim(day); - if(['Sunday', 'Monday', 'Tuesday', 'Wednesday', + if (['Sunday', 'Monday', 'Tuesday', 'Wednesday', 'Thursday', 'Friday', 'Saturday'].includes(day)){ add_slots(day); } }); + function check_overlap_or_add_slot(week_day, cur_time, end_time, add_slots_to_child){ let overlap = false; - while(cur_time < end_time) { + while (cur_time < end_time) { let add_to_child = true; let to_time = cur_time.clone().add(values.duration, 'minutes'); - if(to_time <= end_time) { - if(frm.doc.time_slots){ + if (to_time <= end_time) { + if (frm.doc.time_slots){ frm.doc.time_slots.forEach(function(slot) { - if(slot.day == week_day){ + if (slot.day == week_day){ let slot_from_moment = moment(slot.from_time, 'HH:mm:ss'); let slot_to_moment = moment(slot.to_time, 'HH:mm:ss'); - if(cur_time.isSame(slot_from_moment) || cur_time.isBetween(slot_from_moment, slot_to_moment) || - to_time.isSame(slot_to_moment) || to_time.isBetween(slot_from_moment, slot_to_moment)){ + if (cur_time.isSame(slot_from_moment) || cur_time.isBetween(slot_from_moment, slot_to_moment) || + to_time.isSame(slot_to_moment) || to_time.isBetween(slot_from_moment, slot_to_moment)) { overlap = true; - if(add_slots_to_child){ + if (add_slots_to_child) { frappe.show_alert({ message:__('Time slot skiped, the slot {0} to {1} overlap exisiting slot {2} to {3}', [cur_time.format('HH:mm:ss'), to_time.format('HH:mm:ss'), slot.from_time, slot.to_time]), @@ -63,7 +64,7 @@ frappe.ui.form.on('Practitioner Schedule', { }); } // add a new timeslot - if(add_to_child && add_slots_to_child){ + if (add_to_child && add_slots_to_child) { frm.add_child('time_slots', { from_time: cur_time.format('HH:mm:ss'), to_time: to_time.format('HH:mm:ss'), @@ -76,10 +77,11 @@ frappe.ui.form.on('Practitioner Schedule', { } return overlap; } - function add_slots(week_day){ + + function add_slots(week_day) { let cur_time = moment(values.from_time, 'HH:mm:ss'); let end_time = moment(values.to_time, 'HH:mm:ss'); - if(check_overlap_or_add_slot(week_day, cur_time, end_time, false)){ + if (check_overlap_or_add_slot(week_day, cur_time, end_time, false)) { frappe.confirm(__('Schedules for {0} overlaps, do you want to proceed after skiping overlaped slots ?', [week_day]), function() { // if Yes @@ -88,21 +90,22 @@ frappe.ui.form.on('Practitioner Schedule', { function() { // if No frappe.show_alert({ - message:__('Slots for {0} are not added to the schedule', [week_day]), - indicator:'red' + message: __('Slots for {0} are not added to the schedule', [week_day]), + indicator: 'red' }); } ); - } - else{ + } else { check_overlap_or_add_slot(week_day, cur_time, end_time, true); } } + frm.refresh_field('time_slots'); - if(slot_added){ + + if (slot_added) { frappe.show_alert({ - message:__('Time slots added'), - indicator:'green' + message: __('Time slots added'), + indicator: 'green' }); } } diff --git a/erpnext/healthcare/doctype/practitioner_schedule/practitioner_schedule.json b/erpnext/healthcare/doctype/practitioner_schedule/practitioner_schedule.json index 08a1b86969c..cff100cc704 100644 --- a/erpnext/healthcare/doctype/practitioner_schedule/practitioner_schedule.json +++ b/erpnext/healthcare/doctype/practitioner_schedule/practitioner_schedule.json @@ -1,160 +1,71 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 1, - "autoname": "field:schedule_name", - "beta": 1, - "creation": "2017-05-03 17:28:03.926787", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_import": 1, + "allow_rename": 1, + "autoname": "field:schedule_name", + "beta": 1, + "creation": "2017-05-03 17:28:03.926787", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "disabled", + "schedule_details_section", + "schedule_name", + "time_slots" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "schedule_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Schedule Name", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "schedule_name", + "fieldtype": "Data", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Schedule Name", + "reqd": 1, + "unique": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "time_slots", - "fieldtype": "Table", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Time Slots", - "length": 0, - "no_copy": 0, - "options": "Healthcare Schedule Time Slot", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "time_slots", + "fieldtype": "Table", + "label": "Time Slots", + "options": "Healthcare Schedule Time Slot" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "disabled", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Disabled", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "default": "0", + "fieldname": "disabled", + "fieldtype": "Check", + "label": "Disabled", + "print_hide": 1 + }, + { + "fieldname": "schedule_details_section", + "fieldtype": "Section Break", + "label": "Schedule Details" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-06-29 14:55:34.795995", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Practitioner Schedule", - "name_case": "", - "owner": "rmehta@gmail.com", + ], + "links": [], + "modified": "2020-01-31 12:21:45.975488", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Practitioner Schedule", + "owner": "rmehta@gmail.com", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Healthcare Administrator", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Healthcare Administrator", + "share": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 1, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0 + ], + "restrict_to_domain": "Healthcare", + "show_name_in_global_search": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/procedure_prescription/procedure_prescription.json b/erpnext/healthcare/doctype/procedure_prescription/procedure_prescription.json index 236c2b84023..e4c01d79c10 100644 --- a/erpnext/healthcare/doctype/procedure_prescription/procedure_prescription.json +++ b/erpnext/healthcare/doctype/procedure_prescription/procedure_prescription.json @@ -1,338 +1,99 @@ { - "allow_copy": 1, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 1, - "creation": "2017-11-17 15:52:48.324157", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_copy": 1, + "beta": 1, + "creation": "2017-11-17 15:52:48.324157", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "procedure", + "procedure_name", + "department", + "practitioner", + "date", + "comments", + "appointment_booked", + "procedure_created", + "invoiced" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "procedure", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Procedure", - "length": 0, - "no_copy": 0, - "options": "Clinical Procedure Template", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "procedure", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Clinical Procedure", + "options": "Clinical Procedure Template", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "procedure.template", - "fieldname": "procedure_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Procedure Name", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "procedure.template", + "fieldname": "procedure_name", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Procedure Name" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "department", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Department", - "length": 0, - "no_copy": 0, - "options": "Medical Department", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "procedure.medical_department", + "fieldname": "department", + "fieldtype": "Link", + "label": "Department", + "options": "Medical Department" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "practitioner", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Referral", - "length": 0, - "no_copy": 0, - "options": "Healthcare Practitioner", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "practitioner", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Referring Practitioner", + "options": "Healthcare Practitioner" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "date", - "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Date", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "date", + "fieldtype": "Date", + "in_list_view": 1, + "label": "Date" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "comments", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Comments", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "comments", + "fieldtype": "Data", + "label": "Comments" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "appointment_booked", - "fieldtype": "Check", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Appointment Booked", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "appointment_booked", + "fieldtype": "Check", + "hidden": 1, + "label": "Appointment Booked", + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "procedure_created", - "fieldtype": "Check", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Procedure Created", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "procedure_created", + "fieldtype": "Check", + "hidden": 1, + "label": "Procedure Created", + "no_copy": 1, + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "0", - "fieldname": "invoiced", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Invoiced", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "default": "0", + "fieldname": "invoiced", + "fieldtype": "Check", + "label": "Invoiced", + "read_only": 1, + "search_index": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2018-11-04 03:33:35.939816", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Procedure Prescription", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 + ], + "istable": 1, + "links": [], + "modified": "2020-02-26 15:42:33.988081", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Procedure Prescription", + "owner": "Administrator", + "permissions": [], + "restrict_to_domain": "Healthcare", + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/sample_collection/sample_collection.js b/erpnext/healthcare/doctype/sample_collection/sample_collection.js index 9934ce48451..2f5278b2d53 100644 --- a/erpnext/healthcare/doctype/sample_collection/sample_collection.js +++ b/erpnext/healthcare/doctype/sample_collection/sample_collection.js @@ -3,7 +3,7 @@ frappe.ui.form.on('Sample Collection', { refresh: function(frm) { - if(frappe.defaults.get_default("require_sample_collection")){ + if(frappe.defaults.get_default("create_sample_collection_for_lab_test")){ frm.add_custom_button(__("View Lab Tests"), function() { frappe.route_options = {"sample": frm.doc.name}; frappe.set_route("List", "Lab Test"); diff --git a/erpnext/healthcare/doctype/sample_collection/sample_collection.json b/erpnext/healthcare/doctype/sample_collection/sample_collection.json index 783fc3d0440..39cead88621 100644 --- a/erpnext/healthcare/doctype/sample_collection/sample_collection.json +++ b/erpnext/healthcare/doctype/sample_collection/sample_collection.json @@ -1,687 +1,199 @@ { - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 0, - "autoname": "naming_series:", - "beta": 1, - "creation": "2016-04-05 15:58:18.076977", - "custom": 0, - "default_print_format": "", - "docstatus": 0, - "doctype": "DocType", - "document_type": "Document", - "editable_grid": 0, + "actions": [], + "allow_copy": 1, + "allow_import": 1, + "autoname": "naming_series:", + "beta": 1, + "creation": "2016-04-05 15:58:18.076977", + "doctype": "DocType", + "document_type": "Document", + "engine": "InnoDB", + "field_order": [ + "inpatient_record", + "naming_series", + "invoiced", + "patient", + "column_break_4", + "patient_age", + "patient_sex", + "company", + "section_break_6", + "sample", + "sample_uom", + "sample_qty", + "column_break_10", + "collected_by", + "collected_time", + "num_print", + "amended_from", + "section_break_15", + "sample_details" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "patient.inpatient_record", - "fieldname": "inpatient_record", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Inpatient Record", - "length": 0, - "no_copy": 0, - "options": "Inpatient Record", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "patient.inpatient_record", + "fieldname": "inpatient_record", + "fieldtype": "Link", + "label": "Inpatient Record", + "options": "Inpatient Record", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 1, - "collapsible": 0, - "columns": 0, - "default": "", - "fieldname": "naming_series", - "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Series", - "length": 0, - "no_copy": 1, - "options": "HLC-SC-.YYYY.-", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "bold": 1, + "fieldname": "naming_series", + "fieldtype": "Select", + "label": "Series", + "no_copy": 1, + "options": "HLC-SC-.YYYY.-", + "print_hide": 1, + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "invoiced", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Invoiced", - "length": 0, - "no_copy": 1, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "invoiced", + "fieldtype": "Check", + "label": "Invoiced", + "no_copy": 1, + "read_only": 1, + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "inpatient_record.patient", - "fieldname": "patient", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 1, - "label": "Patient", - "length": 0, - "no_copy": 0, - "options": "Patient", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 1, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "inpatient_record.patient", + "fieldname": "patient", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_standard_filter": 1, + "label": "Patient", + "options": "Patient", + "search_index": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_4", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - 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"allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "patient.sex", - "fieldname": "patient_sex", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Gender", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "patient.sex", + "fieldname": "patient_sex", + "fieldtype": "Data", + "label": "Gender" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "company", - "fieldtype": "Link", - "hidden": 1, - "ignore_user_permissions": 0, - 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"unique": 0 - }, + "fieldname": "collected_time", + "fieldtype": "Datetime", + "label": "Collected Time" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "collected_time", - "fieldtype": "Datetime", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Collected Time", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "allow_on_submit": 1, + "default": "1", + "fieldname": "num_print", + "fieldtype": "Int", + "label": "No. of print", + "print_hide": 1, + "report_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 1, - 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], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 1, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-08-21 14:44:39.128989", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Sample Collection", - "name_case": "", - "owner": "Administrator", + ], + "is_submittable": 1, + "links": [], + "modified": "2020-03-25 16:55:52.376834", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Sample Collection", + "owner": "Administrator", "permissions": [ { - "amend": 1, - "cancel": 1, - "create": 1, - "delete": 0, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Laboratory User", - "set_user_permissions": 0, - "share": 1, - "submit": 1, + "amend": 1, + "cancel": 1, + "create": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Laboratory User", + "share": 1, + "submit": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "search_fields": "patient, sample", - "show_name_in_global_search": 1, - "sort_field": "modified", - "sort_order": "DESC", - "title_field": "patient", - "track_changes": 1, - "track_seen": 1, - "track_views": 0 -} + ], + "restrict_to_domain": "Healthcare", + "search_fields": "patient, sample", + "show_name_in_global_search": 1, + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "patient", + "track_changes": 1, + "track_seen": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/therapy_plan/__init__.py b/erpnext/healthcare/doctype/therapy_plan/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py b/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py new file mode 100644 index 00000000000..526bb95b70e --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py @@ -0,0 +1,57 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +import frappe +import unittest +from frappe.utils import getdate +from erpnext.healthcare.doctype.therapy_type.test_therapy_type import create_therapy_type +from erpnext.healthcare.doctype.therapy_plan.therapy_plan import make_therapy_session +from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_patient + +class TestTherapyPlan(unittest.TestCase): + def test_creation_on_encounter_submission(self): + patient, medical_department, practitioner = create_healthcare_docs() + encounter = create_encounter(patient, medical_department, practitioner) + self.assertTrue(frappe.db.exists('Therapy Plan', encounter.therapy_plan)) + + def test_status(self): + plan = create_therapy_plan() + self.assertEquals(plan.status, 'Not Started') + + session = make_therapy_session(plan.name, plan.patient, 'Basic Rehab') + frappe.get_doc(session).submit() + self.assertEquals(frappe.db.get_value('Therapy Plan', plan.name, 'status'), 'In Progress') + + session = make_therapy_session(plan.name, plan.patient, 'Basic Rehab') + frappe.get_doc(session).submit() + self.assertEquals(frappe.db.get_value('Therapy Plan', plan.name, 'status'), 'Completed') + + +def create_therapy_plan(): + patient = create_patient() + therapy_type = create_therapy_type() + plan = frappe.new_doc('Therapy Plan') + plan.patient = patient + plan.start_date = getdate() + plan.append('therapy_plan_details', { + 'therapy_type': therapy_type.name, + 'no_of_sessions': 2 + }) + plan.save() + return plan + +def create_encounter(patient, medical_department, practitioner): + encounter = frappe.new_doc('Patient Encounter') + encounter.patient = patient + encounter.practitioner = practitioner + encounter.medical_department = medical_department + therapy_type = create_therapy_type() + encounter.append('therapies', { + 'therapy_type': therapy_type.name, + 'no_of_sessions': 2 + }) + encounter.save() + encounter.submit() + return encounter diff --git a/erpnext/healthcare/doctype/therapy_plan/therapy_plan.js b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.js new file mode 100644 index 00000000000..dea0cfeb849 --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.js @@ -0,0 +1,90 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Therapy Plan', { + setup: function(frm) { + frm.get_field('therapy_plan_details').grid.editable_fields = [ + {fieldname: 'therapy_type', columns: 6}, + {fieldname: 'no_of_sessions', columns: 2}, + {fieldname: 'sessions_completed', columns: 2} + ]; + }, + + refresh: function(frm) { + if (!frm.doc.__islocal) { + frm.trigger('show_progress_for_therapies'); + } + + if (!frm.doc.__islocal && frm.doc.status != 'Completed') { + let therapy_types = (frm.doc.therapy_plan_details || []).map(function(d){ return d.therapy_type }); + const fields = [{ + fieldtype: 'Link', + label: __('Therapy Type'), + fieldname: 'therapy_type', + options: 'Therapy Type', + reqd: 1, + get_query: function() { + return { + filters: { 'therapy_type': ['in', therapy_types]} + } + } + }]; + + frm.add_custom_button(__('Therapy Session'), function() { + frappe.prompt(fields, data => { + frappe.call({ + method: 'erpnext.healthcare.doctype.therapy_plan.therapy_plan.make_therapy_session', + args: { + therapy_plan: frm.doc.name, + patient: frm.doc.patient, + therapy_type: data.therapy_type + }, + freeze: true, + callback: function(r) { + if (r.message) { + frappe.model.sync(r.message); + frappe.set_route('Form', r.message.doctype, r.message.name); + } + } + }); + }, __('Select Therapy Type'), __('Create')); + }, __('Create')); + } + }, + + show_progress_for_therapies: function(frm) { + let bars = []; + let message = ''; + let added_min = false; + + // completed sessions + let title = __('{0} sessions completed', [frm.doc.total_sessions_completed]); + if (frm.doc.total_sessions_completed === 1) { + title = __('{0} session completed', [frm.doc.total_sessions_completed]); + } + title += __(' out of {0}', [frm.doc.total_sessions]); + + bars.push({ + 'title': title, + 'width': (frm.doc.total_sessions_completed / frm.doc.total_sessions * 100) + '%', + 'progress_class': 'progress-bar-success' + }); + if (bars[0].width == '0%') { + bars[0].width = '0.5%'; + added_min = 0.5; + } + message = title; + frm.dashboard.add_progress(__('Status'), bars, message); + }, +}); + +frappe.ui.form.on('Therapy Plan Detail', { + no_of_sessions: function(frm) { + let total = 0; + $.each(frm.doc.therapy_plan_details, function(_i, e) { + total += e.no_of_sessions; + }); + frm.set_value('total_sessions', total); + refresh_field('total_sessions'); + } +}); \ No newline at end of file diff --git a/erpnext/healthcare/doctype/therapy_plan/therapy_plan.json b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.json new file mode 100644 index 00000000000..ca78b6618ec --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.json @@ -0,0 +1,151 @@ +{ + "actions": [], + "autoname": "naming_series:", + "creation": "2020-03-29 20:56:49.758602", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "naming_series", + "patient", + "patient_name", + "column_break_4", + "status", + "start_date", + "section_break_3", + "therapy_plan_details", + "title", + "section_break_9", + "total_sessions", + "column_break_11", + "total_sessions_completed" + ], + "fields": [ + { + "fieldname": "patient", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Patient", + "options": "Patient", + "reqd": 1 + }, + { + "fieldname": "start_date", + "fieldtype": "Date", + "in_list_view": 1, + "label": "Start Date", + "reqd": 1 + }, + { + "fieldname": "section_break_3", + "fieldtype": "Section Break" + }, + { + "fieldname": "therapy_plan_details", + "fieldtype": "Table", + "label": "Therapy Plan Details", + "options": "Therapy Plan Detail", + "reqd": 1 + }, + { + "fieldname": "naming_series", + "fieldtype": "Select", + "label": "Naming Series", + "options": "HLC-THP-.YYYY.-" + }, + { + "fetch_from": "patient.patient_name", + "fieldname": "patient_name", + "fieldtype": "Data", + "label": "Patient Name", + "read_only": 1 + }, + { + "default": "{patient_name}", + "fieldname": "title", + "fieldtype": "Data", + "hidden": 1, + "label": "Title", + "no_copy": 1 + }, + { + "fieldname": "column_break_4", + "fieldtype": "Column Break" + }, + { + "fieldname": "section_break_9", + "fieldtype": "Section Break" + }, + { + "fieldname": "total_sessions", + "fieldtype": "Int", + "label": "Total Sessions", + "read_only": 1 + }, + { + "fieldname": "column_break_11", + "fieldtype": "Column Break" + }, + { + "fieldname": "total_sessions_completed", + "fieldtype": "Int", + "label": "Total Sessions Completed", + "read_only": 1 + }, + { + "fieldname": "status", + "fieldtype": "Select", + "label": "Status", + "options": "Not Started\nIn Progress\nCompleted\nCancelled", + "read_only": 1 + } + ], + "links": [], + "modified": "2020-04-21 13:13:43.956014", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Therapy Plan", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Healthcare Administrator", + "share": 1, + "write": 1 + }, + { + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Physician", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "search_fields": "patient", + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "patient", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py new file mode 100644 index 00000000000..201264f8294 --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py @@ -0,0 +1,42 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +from frappe.model.document import Document + +class TherapyPlan(Document): + def validate(self): + self.set_totals() + self.set_status() + + def set_status(self): + if not self.total_sessions_completed: + self.status = 'Not Started' + else: + if self.total_sessions_completed < self.total_sessions: + self.status = 'In Progress' + elif self.total_sessions_completed == self.total_sessions: + self.status = 'Completed' + + def set_totals(self): + total_sessions = sum([int(d.no_of_sessions) for d in self.get('therapy_plan_details')]) + total_sessions_completed = sum([int(d.sessions_completed) for d in self.get('therapy_plan_details')]) + self.db_set('total_sessions', total_sessions) + self.db_set('total_sessions_completed', total_sessions_completed) + + +@frappe.whitelist() +def make_therapy_session(therapy_plan, patient, therapy_type): + therapy_type = frappe.get_doc('Therapy Type', therapy_type) + + therapy_session = frappe.new_doc('Therapy Session') + therapy_session.therapy_plan = therapy_plan + therapy_session.patient = patient + therapy_session.therapy_type = therapy_type.name + therapy_session.duration = therapy_type.default_duration + therapy_session.rate = therapy_type.rate + therapy_session.exercises = therapy_type.exercises + + return therapy_session.as_dict() \ No newline at end of file diff --git a/erpnext/healthcare/doctype/therapy_plan/therapy_plan_dashboard.py b/erpnext/healthcare/doctype/therapy_plan/therapy_plan_dashboard.py new file mode 100644 index 00000000000..df647829dbc --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_plan/therapy_plan_dashboard.py @@ -0,0 +1,13 @@ +from __future__ import unicode_literals +from frappe import _ + +def get_data(): + return { + 'fieldname': 'therapy_plan', + 'transactions': [ + { + 'label': _('Therapy Sessions'), + 'items': ['Therapy Session'] + } + ] + } diff --git a/erpnext/healthcare/doctype/therapy_plan/therapy_plan_list.js b/erpnext/healthcare/doctype/therapy_plan/therapy_plan_list.js new file mode 100644 index 00000000000..63967aff33b --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_plan/therapy_plan_list.js @@ -0,0 +1,11 @@ +frappe.listview_settings['Therapy Plan'] = { + get_indicator: function(doc) { + var colors = { + 'Completed': 'green', + 'In Progress': 'orange', + 'Not Started': 'red', + 'Cancelled': 'grey' + }; + return [__(doc.status), colors[doc.status], 'status,=,' + doc.status]; + } +}; diff --git a/erpnext/healthcare/doctype/therapy_plan_detail/__init__.py b/erpnext/healthcare/doctype/therapy_plan_detail/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/therapy_plan_detail/therapy_plan_detail.json b/erpnext/healthcare/doctype/therapy_plan_detail/therapy_plan_detail.json new file mode 100644 index 00000000000..9eb20e2ef3b --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_plan_detail/therapy_plan_detail.json @@ -0,0 +1,48 @@ +{ + "actions": [], + "creation": "2020-03-29 20:52:57.068731", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "therapy_type", + "no_of_sessions", + "sessions_completed" + ], + "fields": [ + { + "fieldname": "therapy_type", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Therapy Type", + "options": "Therapy Type", + "reqd": 1 + }, + { + "fieldname": "no_of_sessions", + "fieldtype": "Int", + "in_list_view": 1, + "label": "No of Sessions" + }, + { + "default": "0", + "depends_on": "eval:doc.parenttype=='Therapy Plan';", + "fieldname": "sessions_completed", + "fieldtype": "Int", + "label": "Sessions Completed", + "read_only": 1 + } + ], + "istable": 1, + "links": [], + "modified": "2020-03-30 22:02:01.740109", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Therapy Plan Detail", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/therapy_plan_detail/therapy_plan_detail.py b/erpnext/healthcare/doctype/therapy_plan_detail/therapy_plan_detail.py new file mode 100644 index 00000000000..44211f32e3a --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_plan_detail/therapy_plan_detail.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class TherapyPlanDetail(Document): + pass diff --git a/erpnext/healthcare/doctype/therapy_session/__init__.py b/erpnext/healthcare/doctype/therapy_session/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/therapy_session/test_therapy_session.py b/erpnext/healthcare/doctype/therapy_session/test_therapy_session.py new file mode 100644 index 00000000000..75bb8df1963 --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_session/test_therapy_session.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestTherapySession(unittest.TestCase): + pass diff --git a/erpnext/healthcare/doctype/therapy_session/therapy_session.js b/erpnext/healthcare/doctype/therapy_session/therapy_session.js new file mode 100644 index 00000000000..bb675752bbc --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_session/therapy_session.js @@ -0,0 +1,60 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Therapy Session', { + setup: function(frm) { + frm.get_field('exercises').grid.editable_fields = [ + {fieldname: 'exercise_type', columns: 7}, + {fieldname: 'counts_target', columns: 1}, + {fieldname: 'counts_completed', columns: 1}, + {fieldname: 'assistance_level', columns: 1} + ]; + }, + + refresh: function(frm) { + if (!frm.doc.__islocal) { + let target = 0; + let completed = 0; + $.each(frm.doc.exercises, function(_i, e) { + target += e.counts_target; + completed += e.counts_completed; + }); + frm.dashboard.add_indicator(__('Counts Targetted: {0}', [target]), 'blue'); + frm.dashboard.add_indicator(__('Counts Completed: {0}', [completed]), (completed < target) ? 'orange' : 'green'); + } + + if (frm.doc.docstatus === 1) { + frm.add_custom_button(__('Patient Assessment'),function() { + frappe.model.open_mapped_doc({ + method: 'erpnext.healthcare.doctype.patient_assessment.patient_assessment.create_patient_assessment', + frm: frm, + }) + }, 'Create'); + } + }, + + therapy_type: function(frm) { + if (frm.doc.therapy_type) { + frappe.call({ + 'method': 'frappe.client.get', + args: { + doctype: 'Therapy Type', + name: frm.doc.therapy_type + }, + callback: function(data) { + frm.set_value('duration', data.message.default_duration); + frm.set_value('rate', data.message.rate); + frm.doc.exercises = []; + $.each(data.message.exercises, function(_i, e) { + let exercise = frm.add_child('exercises'); + exercise.exercise_type = e.exercise_type; + exercise.difficulty_level = e.difficulty_level; + exercise.counts_target = e.counts_target; + exercise.assistance_level = e.assistance_level; + }); + refresh_field('exercises'); + } + }); + } + } +}); \ No newline at end of file diff --git a/erpnext/healthcare/doctype/therapy_session/therapy_session.json b/erpnext/healthcare/doctype/therapy_session/therapy_session.json new file mode 100644 index 00000000000..5ff719672fb --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_session/therapy_session.json @@ -0,0 +1,218 @@ +{ + "actions": [], + "autoname": "naming_series:", + "creation": "2020-03-11 08:57:40.669857", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "naming_series", + "appointment", + "patient", + "patient_age", + "gender", + "column_break_5", + "therapy_plan", + "therapy_type", + "practitioner", + "department", + "details_section", + "duration", + "rate", + "location", + "company", + "column_break_12", + "service_unit", + "start_date", + "start_time", + "invoiced", + "exercises_section", + "exercises", + "amended_from" + ], + "fields": [ + { + "fieldname": "naming_series", + "fieldtype": "Select", + "label": "Series", + "options": "HLC-THP-.YYYY.-" + }, + { + "fieldname": "appointment", + "fieldtype": "Link", + "label": "Appointment", + "options": "Patient Appointment" + }, + { + "fieldname": "patient", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Patient", + "options": "Patient", + "reqd": 1 + }, + { + "fetch_from": "patient.sex", + "fieldname": "gender", + "fieldtype": "Link", + "label": "Gender", + "options": "Gender", + "read_only": 1 + }, + { + "fieldname": "column_break_5", + "fieldtype": "Column Break" + }, + { + "fieldname": "practitioner", + "fieldtype": "Link", + "label": "Healthcare Practitioner", + "options": "Healthcare Practitioner" + }, + { + "fieldname": "department", + "fieldtype": "Link", + "label": "Medical Department", + "options": "Medical Department" + }, + { + "fieldname": "details_section", + "fieldtype": "Section Break", + "label": "Details" + }, + { + "fetch_from": "therapy_template.default_duration", + "fieldname": "duration", + "fieldtype": "Int", + "label": "Duration" + }, + { + "fieldname": "location", + "fieldtype": "Select", + "label": "Location", + "options": "\nCenter\nHome\nTele" + }, + { + "fieldname": "column_break_12", + "fieldtype": "Column Break" + }, + { + "fetch_from": "therapy_template.rate", + "fieldname": "rate", + "fieldtype": "Currency", + "label": "Rate" + }, + { + "fieldname": "exercises_section", + "fieldtype": "Section Break", + "label": "Exercises" + }, + { + "fieldname": "exercises", + "fieldtype": "Table", + "label": "Exercises", + "options": "Exercise" + }, + { + "depends_on": "eval: doc.therapy_plan", + "fieldname": "therapy_type", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Therapy Type", + "options": "Therapy Type", + "reqd": 1 + }, + { + "fieldname": "therapy_plan", + "fieldtype": "Link", + "label": "Therapy Plan", + "options": "Therapy Plan", + "reqd": 1, + "set_only_once": 1 + }, + { + "fieldname": "amended_from", + "fieldtype": "Link", + "label": "Amended From", + "no_copy": 1, + "options": "Therapy Session", + "print_hide": 1, + "read_only": 1 + }, + { + "fieldname": "service_unit", + "fieldtype": "Link", + "label": "Healthcare Service Unit", + "options": "Healthcare Service Unit" + }, + { + "fieldname": "start_date", + "fieldtype": "Date", + "label": "Start Date" + }, + { + "fieldname": "start_time", + "fieldtype": "Time", + "label": "Start Time" + }, + { + "fieldname": "company", + "fieldtype": "Link", + "label": "Company", + "options": "Company" + }, + { + "default": "0", + "fieldname": "invoiced", + "fieldtype": "Check", + "label": "Invoiced", + "read_only": 1 + }, + { + "fieldname": "patient_age", + "fieldtype": "Data", + "label": "Patient Age", + "read_only": 1 + } + ], + "is_submittable": 1, + "links": [], + "modified": "2020-04-21 13:16:46.378798", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Therapy Session", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + }, + { + "cancel": 1, + "create": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Physician", + "share": 1, + "submit": 1, + "write": 1 + } + ], + "quick_entry": 1, + "search_fields": "patient,appointment,therapy_plan,therapy_type", + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "patient", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/therapy_session/therapy_session.py b/erpnext/healthcare/doctype/therapy_session/therapy_session.py new file mode 100644 index 00000000000..45d2ee60e61 --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_session/therapy_session.py @@ -0,0 +1,55 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +from frappe.model.document import Document +from frappe.model.mapper import get_mapped_doc + +class TherapySession(Document): + def on_submit(self): + self.update_sessions_count_in_therapy_plan() + + def on_cancel(self): + self.update_sessions_count_in_therapy_plan(on_cancel=True) + + def update_sessions_count_in_therapy_plan(self, on_cancel=False): + therapy_plan = frappe.get_doc('Therapy Plan', self.therapy_plan) + for entry in therapy_plan.therapy_plan_details: + if entry.therapy_type == self.therapy_type: + if on_cancel: + entry.sessions_completed -= 1 + else: + entry.sessions_completed += 1 + therapy_plan.save() + + +@frappe.whitelist() +def create_therapy_session(source_name, target_doc=None): + def set_missing_values(source, target): + therapy_type = frappe.get_doc('Therapy Type', source.therapy_type) + target.exercises = therapy_type.exercises + + doc = get_mapped_doc('Patient Appointment', source_name, { + 'Patient Appointment': { + 'doctype': 'Therapy Session', + 'field_map': [ + ['appointment', 'name'], + ['patient', 'patient'], + ['patient_age', 'patient_age'], + ['gender', 'patient_sex'], + ['therapy_type', 'therapy_type'], + ['therapy_plan', 'therapy_plan'], + ['practitioner', 'practitioner'], + ['department', 'department'], + ['start_date', 'appointment_date'], + ['start_time', 'appointment_time'], + ['service_unit', 'service_unit'], + ['company', 'company'], + ['invoiced', 'invoiced'] + ] + } + }, target_doc, set_missing_values) + + return doc \ No newline at end of file diff --git a/erpnext/healthcare/doctype/therapy_session/therapy_session_dashboard.py b/erpnext/healthcare/doctype/therapy_session/therapy_session_dashboard.py new file mode 100644 index 00000000000..9de7e293238 --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_session/therapy_session_dashboard.py @@ -0,0 +1,13 @@ +from __future__ import unicode_literals +from frappe import _ + +def get_data(): + return { + 'fieldname': 'therapy_session', + 'transactions': [ + { + 'label': _('Assessments'), + 'items': ['Patient Assessment'] + } + ] + } diff --git a/erpnext/healthcare/doctype/therapy_type/__init__.py b/erpnext/healthcare/doctype/therapy_type/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/doctype/therapy_type/test_therapy_type.py b/erpnext/healthcare/doctype/therapy_type/test_therapy_type.py new file mode 100644 index 00000000000..03a1be8a4e7 --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_type/test_therapy_type.py @@ -0,0 +1,50 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +import frappe +import unittest + +class TestTherapyType(unittest.TestCase): + def test_therapy_type_item(self): + therapy_type = create_therapy_type() + self.assertTrue(frappe.db.exists('Item', therapy_type.item)) + + therapy_type.disabled = 1 + therapy_type.save() + self.assertEquals(frappe.db.get_value('Item', therapy_type.item, 'disabled'), 1) + +def create_therapy_type(): + exercise = create_exercise_type() + therapy_type = frappe.db.exists('Therapy Type', 'Basic Rehab') + if not therapy_type: + therapy_type = frappe.new_doc('Therapy Type') + therapy_type.therapy_type = 'Basic Rehab' + therapy_type.default_duration = 30 + therapy_type.is_billable = 1 + therapy_type.rate = 5000 + therapy_type.item_code = 'Basic Rehab' + therapy_type.item_name = 'Basic Rehab' + therapy_type.item_group = 'Services' + therapy_type.append('exercises', { + 'exercise_type': exercise.name, + 'counts_target': 10, + 'assistance_level': 'Passive' + }) + therapy_type.save() + else: + therapy_type = frappe.get_doc('Therapy Type', 'Basic Rehab') + return therapy_type + +def create_exercise_type(): + exercise_type = frappe.db.exists('Exercise Type', 'Sit to Stand') + if not exercise_type: + exercise_type = frappe.new_doc('Exercise Type') + exercise_type.exercise_name = 'Sit to Stand' + exercise_type.append('steps_table', { + 'title': 'Step 1', + 'description': 'Squat and Rise' + }) + exercise_type.save() + return exercise_type \ No newline at end of file diff --git a/erpnext/healthcare/doctype/therapy_type/therapy_type.js b/erpnext/healthcare/doctype/therapy_type/therapy_type.js new file mode 100644 index 00000000000..7a61b0def03 --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_type/therapy_type.js @@ -0,0 +1,93 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Therapy Type', { + setup: function(frm) { + frm.get_field('exercises').grid.editable_fields = [ + {fieldname: 'exercise_type', columns: 7}, + {fieldname: 'difficulty_level', columns: 1}, + {fieldname: 'counts_target', columns: 1}, + {fieldname: 'assistance_level', columns: 1} + ]; + }, + + refresh: function(frm) { + if (!frm.doc.__islocal) { + cur_frm.add_custom_button(__('Change Item Code'), function() { + change_template_code(frm.doc); + }); + } + }, + + therapy_type: function(frm) { + if (!frm.doc.item_code) + frm.set_value('item_code', frm.doc.therapy_type); + if (!frm.doc.description) + frm.set_value('description', frm.doc.therapy_type); + mark_change_in_item(frm); + }, + + rate: function(frm) { + mark_change_in_item(frm); + }, + + is_billable: function (frm) { + mark_change_in_item(frm); + }, + + item_group: function(frm) { + mark_change_in_item(frm); + }, + + description: function(frm) { + mark_change_in_item(frm); + }, + + medical_department: function(frm) { + mark_change_in_item(frm); + } +}); + +let mark_change_in_item = function(frm) { + if (!frm.doc.__islocal) { + frm.doc.change_in_item = 1; + } +}; + +let change_template_code = function(doc) { + let d = new frappe.ui.Dialog({ + title:__('Change Item Code'), + fields:[ + { + 'fieldtype': 'Data', + 'label': 'Item Code', + 'fieldname': 'item_code', + reqd: 1 + } + ], + primary_action: function() { + let values = d.get_values(); + + if (values) { + frappe.call({ + 'method': 'erpnext.healthcare.doctype.therapy_type.therapy_type.change_item_code_from_therapy', + 'args': {item_code: values.item_code, doc: doc}, + callback: function () { + cur_frm.reload_doc(); + frappe.show_alert({ + message: 'Item Code renamed successfully', + indicator: 'green' + }); + } + }); + } + d.hide(); + }, + primary_action_label: __('Change Item Code') + }); + d.show(); + + d.set_values({ + 'item_code': doc.item_code + }); +}; diff --git a/erpnext/healthcare/doctype/therapy_type/therapy_type.json b/erpnext/healthcare/doctype/therapy_type/therapy_type.json new file mode 100644 index 00000000000..0b3c3caeaab --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_type/therapy_type.json @@ -0,0 +1,211 @@ +{ + "actions": [], + "autoname": "field:therapy_type", + "creation": "2020-03-29 20:48:31.715063", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "disabled", + "section_break_2", + "therapy_type", + "default_duration", + "medical_department", + "column_break_3", + "is_billable", + "rate", + "healthcare_service_unit", + "item_details_section", + "item", + "item_code", + "item_name", + "item_group", + "column_break_12", + "description", + "section_break_18", + "therapy_for", + "add_exercises", + "section_break_6", + "exercises", + "change_in_item" + ], + "fields": [ + { + "fieldname": "therapy_type", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Therapy Type", + "reqd": 1, + "unique": 1 + }, + { + "fieldname": "column_break_3", + "fieldtype": "Column Break" + }, + { + "default": "0", + "fieldname": "is_billable", + "fieldtype": "Check", + "label": "Is Billable" + }, + { + "depends_on": "eval:doc.is_billable;", + "fieldname": "rate", + "fieldtype": "Currency", + "label": "Rate", + "mandatory_depends_on": "eval:doc.is_billable;" + }, + { + "fieldname": "section_break_6", + "fieldtype": "Section Break", + "label": "Exercises" + }, + { + "fieldname": "exercises", + "fieldtype": "Table", + "label": "Exercises", + "options": "Exercise" + }, + { + "fieldname": "default_duration", + "fieldtype": "Int", + "label": "Default Duration (In Minutes)" + }, + { + "default": "0", + "fieldname": "disabled", + "fieldtype": "Check", + "label": "Disabled" + }, + { + "fieldname": "item_details_section", + "fieldtype": "Section Break", + "label": "Item Details" + }, + { + "fieldname": "item", + "fieldtype": "Link", + "label": "Item", + "options": "Item", + "read_only": 1 + }, + { + "fieldname": "item_code", + "fieldtype": "Data", + "label": "Item Code", + "reqd": 1, + "set_only_once": 1 + }, + { + "fieldname": "item_group", + "fieldtype": "Link", + "label": "Item Group", + "options": "Item Group", + "reqd": 1 + }, + { + "fieldname": "item_name", + "fieldtype": "Data", + "label": "Item Name", + "reqd": 1 + }, + { + "fieldname": "column_break_12", + "fieldtype": "Column Break" + }, + { + "fieldname": "description", + "fieldtype": "Small Text", + "label": "Description" + }, + { + "fieldname": "section_break_2", + "fieldtype": "Section Break" + }, + { + "fieldname": "medical_department", + "fieldtype": "Link", + "label": "Medical Department", + "options": "Medical Department" + }, + { + "default": "0", + "fieldname": "change_in_item", + "fieldtype": "Check", + "hidden": 1, + "label": "Change In Item", + "print_hide": 1, + "read_only": 1, + "report_hide": 1 + }, + { + "fieldname": "therapy_for", + "fieldtype": "Table MultiSelect", + "label": "Therapy For", + "options": "Body Part Link" + }, + { + "fieldname": "healthcare_service_unit", + "fieldtype": "Link", + "label": "Healthcare Service Unit", + "options": "Healthcare Service Unit" + }, + { + "depends_on": "eval: doc.therapy_for", + "fieldname": "add_exercises", + "fieldtype": "Button", + "label": "Add Exercises", + "options": "add_exercises" + }, + { + "fieldname": "section_break_18", + "fieldtype": "Section Break" + } + ], + "links": [], + "modified": "2020-04-21 13:09:04.006289", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Therapy Type", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Healthcare Administrator", + "share": 1, + "write": 1 + }, + { + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Physician", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/therapy_type/therapy_type.py b/erpnext/healthcare/doctype/therapy_type/therapy_type.py new file mode 100644 index 00000000000..ea3d84e7c5d --- /dev/null +++ b/erpnext/healthcare/doctype/therapy_type/therapy_type.py @@ -0,0 +1,122 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +import json +from frappe import _ +from frappe.utils import cint +from frappe.model.document import Document +from frappe.model.rename_doc import rename_doc + +class TherapyType(Document): + def validate(self): + self.enable_disable_item() + + def after_insert(self): + create_item_from_therapy(self) + + def on_update(self): + if self.change_in_item: + self.update_item_and_item_price() + + def enable_disable_item(self): + if self.is_billable: + if self.disabled: + frappe.db.set_value('Item', self.item, 'disabled', 1) + else: + frappe.db.set_value('Item', self.item, 'disabled', 0) + + def update_item_and_item_price(self): + if self.is_billable and self.item: + item_doc = frappe.get_doc('Item', {'item_code': self.item}) + item_doc.item_name = self.item_name + item_doc.item_group = self.item_group + item_doc.description = self.description + item_doc.disabled = 0 + item_doc.ignore_mandatory = True + item_doc.save(ignore_permissions=True) + + if self.rate: + item_price = frappe.get_doc('Item Price', {'item_code': self.item}) + item_price.item_name = self.item_name + item_price.price_list_name = self.rate + item_price.ignore_mandatory = True + item_price.save() + + elif not self.is_billable and self.item: + frappe.db.set_value('Item', self.item, 'disabled', 1) + + self.db_set('change_in_item', 0) + + def add_exercises(self): + exercises = self.get_exercises_for_body_parts() + last_idx = max([cint(d.idx) for d in self.get('exercises')] or [0,]) + for i, d in enumerate(exercises): + ch = self.append('exercises', {}) + ch.exercise_type = d.parent + ch.idx = last_idx + i + 1 + + def get_exercises_for_body_parts(self): + body_parts = [entry.body_part for entry in self.therapy_for] + + exercises = frappe.db.sql( + """ + SELECT DISTINCT + b.parent, e.name, e.difficulty_level + FROM + `tabExercise Type` e, `tabBody Part Link` b + WHERE + b.body_part IN %(body_parts)s AND b.parent=e.name + """, {'body_parts': body_parts}, as_dict=1) + + return exercises + + +def create_item_from_therapy(doc): + disabled = doc.disabled + if doc.is_billable and not doc.disabled: + disabled = 0 + + uom = frappe.db.exists('UOM', 'Unit') or frappe.db.get_single_value('Stock Settings', 'stock_uom') + + item = frappe.get_doc({ + 'doctype': 'Item', + 'item_code': doc.item_code, + 'item_name': doc.item_name, + 'item_group': doc.item_group, + 'description': doc.description, + 'is_sales_item': 1, + 'is_service_item': 1, + 'is_purchase_item': 0, + 'is_stock_item': 0, + 'show_in_website': 0, + 'is_pro_applicable': 0, + 'disabled': disabled, + 'stock_uom': uom + }).insert(ignore_permissions=True, ignore_mandatory=True) + + make_item_price(item.name, doc.rate) + doc.db_set('item', item.name) + + +def make_item_price(item, item_price): + price_list_name = frappe.db.get_value('Price List', {'selling': 1}) + frappe.get_doc({ + 'doctype': 'Item Price', + 'price_list': price_list_name, + 'item_code': item, + 'price_list_rate': item_price + }).insert(ignore_permissions=True, ignore_mandatory=True) + +@frappe.whitelist() +def change_item_code_from_therapy(item_code, doc): + doc = frappe._dict(json.loads(doc)) + + if frappe.db.exists('Item', {'item_code': item_code}): + frappe.throw(_('Item with Item Code {0} already exists').format(item_code)) + else: + rename_doc('Item', doc.item, item_code, ignore_permissions=True) + frappe.db.set_value('Therapy Type', doc.name, 'item_code', item_code) + return diff --git a/erpnext/healthcare/doctype/vital_signs/vital_signs.js b/erpnext/healthcare/doctype/vital_signs/vital_signs.js index a5f9d612952..78509e0323c 100644 --- a/erpnext/healthcare/doctype/vital_signs/vital_signs.js +++ b/erpnext/healthcare/doctype/vital_signs/vital_signs.js @@ -1,49 +1,52 @@ // Copyright (c) 2016, ESS LLP and contributors // For license information, please see license.txt -frappe.ui.form.on("Vital Signs", "height", function(frm) { - if(frm.doc.height && frm.doc.weight){ - calculate_bmi(frm); +frappe.ui.form.on('Vital Signs', { + height: function(frm) { + if (frm.doc.height && frm.doc.weight) { + calculate_bmi(frm); + } + }, + + weight: function(frm) { + if (frm.doc.height && frm.doc.weight) { + calculate_bmi(frm); + } + }, + + bp_systolic: function(frm) { + if (frm.doc.bp_systolic && frm.doc.bp_diastolic) { + set_bp(frm); + } + }, + + bp_diastolic: function(frm) { + if (frm.doc.bp_systolic && frm.doc.bp_diastolic) { + set_bp(frm); + } } }); -frappe.ui.form.on("Vital Signs", "weight", function(frm) { - if(frm.doc.height && frm.doc.weight){ - calculate_bmi(frm); - } -}); - -var calculate_bmi = function(frm){ +let calculate_bmi = function(frm){ // Reference https://en.wikipedia.org/wiki/Body_mass_index // bmi = weight (in Kg) / height * height (in Meter) - var bmi = (frm.doc.weight/(frm.doc.height*frm.doc.height)).toFixed(2); - var bmi_note = null; - if(bmi<18.5){ - bmi_note = "Underweight"; - }else if(bmi>=18.5 && bmi<25){ - bmi_note = "Normal"; - }else if(bmi>=25 && bmi<30){ - bmi_note = "Overweight"; - }else if(bmi>=30){ - bmi_note = "Obese"; + let bmi = (frm.doc.weight / (frm.doc.height * frm.doc.height)).toFixed(2); + let bmi_note = null; + + if (bmi<18.5) { + bmi_note = 'Underweight'; + } else if (bmi>=18.5 && bmi<25) { + bmi_note = 'Normal'; + } else if (bmi>=25 && bmi<30) { + bmi_note = 'Overweight'; + } else if (bmi>=30) { + bmi_note = 'Obese'; } - frappe.model.set_value(frm.doctype,frm.docname, "bmi", bmi); - frappe.model.set_value(frm.doctype,frm.docname, "nutrition_note", bmi_note); + frappe.model.set_value(frm.doctype,frm.docname, 'bmi', bmi); + frappe.model.set_value(frm.doctype,frm.docname, 'nutrition_note', bmi_note); }; -frappe.ui.form.on("Vital Signs", "bp_systolic", function(frm) { - if(frm.doc.bp_systolic && frm.doc.bp_diastolic){ - set_bp(frm); - } -}); - -frappe.ui.form.on("Vital Signs", "bp_diastolic", function(frm) { - if(frm.doc.bp_systolic && frm.doc.bp_diastolic){ - set_bp(frm); - } -}); - -var set_bp = function(frm){ - var bp = frm.doc.bp_systolic+"/"+frm.doc.bp_diastolic+" mmHg"; - frappe.model.set_value(frm.doctype,frm.docname, "bp", bp); +let set_bp = function(frm){ + let bp = frm.doc.bp_systolic+ '/' + frm.doc.bp_diastolic + ' mmHg'; + frappe.model.set_value(frm.doctype,frm.docname, 'bp', bp); }; diff --git a/erpnext/healthcare/doctype/vital_signs/vital_signs.json b/erpnext/healthcare/doctype/vital_signs/vital_signs.json index 1503f835a47..75726dbe070 100644 --- a/erpnext/healthcare/doctype/vital_signs/vital_signs.json +++ b/erpnext/healthcare/doctype/vital_signs/vital_signs.json @@ -1,991 +1,273 @@ { + "actions": [], "allow_copy": 1, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, "allow_import": 1, - "allow_rename": 0, "beta": 1, "creation": "2017-02-02 11:00:24.853005", - "custom": 0, - "docstatus": 0, "doctype": "DocType", - "document_type": "", "editable_grid": 1, "engine": "InnoDB", + "field_order": [ + "inpatient_record", + "patient", + "patient_name", + "appointment", + "encounter", + "column_break_2", + "signs_date", + "signs_time", + "sb_vs", + "temperature", + "pulse", + "respiratory_rate", + "tongue", + "abdomen", + "column_break_8", + "reflexes", + "bp_systolic", + "bp_diastolic", + "bp", + "vital_signs_note", + "sb_nutrition_values", + "height", + "weight", + "bmi", + "column_break_14", + "nutrition_note", + "company", + "amended_from" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fetch_from": "patient.inpatient_record", "fieldname": "inpatient_record", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Inpatient Record", - "length": 0, - "no_copy": 0, "options": "Inpatient Record", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fetch_from": "inpatient_record.patient", "fieldname": "patient", "fieldtype": "Link", - "hidden": 0, "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, "in_standard_filter": 1, "label": "Patient", - "length": 0, - "no_copy": 0, "options": "Patient", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "reqd": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fetch_from": "patient.patient_name", "fieldname": "patient_name", "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Patient Name", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "appointment", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, "in_filter": 1, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Appointment", - "length": 0, - "no_copy": 1, "options": "Patient Appointment", - "permlevel": 0, - "precision": "", "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "encounter", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, "in_filter": 1, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Patient Encounter", - "length": 0, "no_copy": 1, "options": "Patient Encounter", - "permlevel": 0, - "precision": "", "print_hide": 1, - "print_hide_if_no_value": 0, "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "report_hide": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "column_break_2", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldtype": "Column Break" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "default": "Today", "fieldname": "signs_date", "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Date", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "reqd": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "", "fieldname": "signs_time", "fieldtype": "Time", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Time", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "reqd": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "sb_vs", "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Vital Signs", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Vital Signs" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "description": "Presence of a fever (temp > 38.5 \u00b0C/101.3 \u00b0F or sustained temp > 38 \u00b0C/100.4 \u00b0F)", "fieldname": "temperature", "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, - "label": "Body Temperature", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Body Temperature" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "description": "Adults' pulse rate is anywhere between 50 and 80 beats per minute.", "fieldname": "pulse", "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, - "label": "Heart Rate / Pulse", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Heart Rate / Pulse" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "description": "Normal reference range for an adult is 16\u201320 breaths/minute (RCP 2012)", "fieldname": "respiratory_rate", "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, - "label": "Respiratory rate", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Respiratory rate" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "tongue", "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Tongue", - "length": 0, - "no_copy": 0, - "options": "\nCoated\nVery Coated\nNormal\nFurry\nCuts", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "\nCoated\nVery Coated\nNormal\nFurry\nCuts" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "abdomen", "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Abdomen", - "length": 0, - "no_copy": 0, - "options": "\nNormal\nBloated\nFull\nFluid\nConstipated", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "\nNormal\nBloated\nFull\nFluid\nConstipated" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "column_break_8", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldtype": "Column Break" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "reflexes", "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Reflexes", - "length": 0, - "no_copy": 0, - "options": "\nNormal\nHyper\nVery Hyper\nOne Sided", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "\nNormal\nHyper\nVery Hyper\nOne Sided" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "bp_systolic", "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, - "label": "Blood Pressure (systolic)", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Blood Pressure (systolic)" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "description": "", "fieldname": "bp_diastolic", "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, - "label": "Blood Pressure (diastolic)", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Blood Pressure (diastolic)" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "description": "Normal resting blood pressure in an adult is approximately 120 mmHg systolic, and 80 mmHg diastolic, abbreviated \"120/80 mmHg\"", "fieldname": "bp", "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Blood Pressure", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "vital_signs_note", "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Notes", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Notes" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "sb_nutrition_values", "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Nutrition Values", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Nutrition Values" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "height", "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, - "label": "Height (In Meter)", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Height (In Meter)" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "weight", "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, - "label": "Weight (In Kilogram)", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Weight (In Kilogram)" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "default": "0.00", "fieldname": "bmi", "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, "label": "BMI", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "column_break_14", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldtype": "Column Break" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "nutrition_note", "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Notes", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Notes" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "company", "fieldtype": "Link", "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Company", - "length": 0, - "no_copy": 0, - "options": "Company", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "Company" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "amended_from", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Amended From", - "length": 0, "no_copy": 1, "options": "Vital Signs", - "permlevel": 0, "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 } ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, "is_submittable": 1, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-11-23 14:14:05.933292", + "links": [], + "modified": "2020-03-04 17:19:29.549889", "modified_by": "Administrator", "module": "Healthcare", "name": "Vital Signs", - "name_case": "", "owner": "Administrator", "permissions": [ { - "amend": 0, "cancel": 1, "create": 1, "delete": 1, "email": 1, "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Physician", - "set_user_permissions": 0, "share": 1, "submit": 1, "write": 1 }, { - "amend": 0, "cancel": 1, "create": 1, "delete": 1, "email": 1, "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Nursing User", - "set_user_permissions": 0, "share": 1, "submit": 1, "write": 1 } ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, "restrict_to_domain": "Healthcare", "search_fields": "patient, signs_date", "show_name_in_global_search": 1, @@ -993,6 +275,5 @@ "sort_order": "DESC", "title_field": "patient", "track_changes": 1, - "track_seen": 1, - "track_views": 0 + "track_seen": 1 } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/vital_signs/vital_signs.py b/erpnext/healthcare/doctype/vital_signs/vital_signs.py index bf4dace22b3..959e8504c47 100644 --- a/erpnext/healthcare/doctype/vital_signs/vital_signs.py +++ b/erpnext/healthcare/doctype/vital_signs/vital_signs.py @@ -6,6 +6,7 @@ from __future__ import unicode_literals import frappe from frappe.model.document import Document from frappe.utils import cstr +from frappe import _ class VitalSigns(Document): def on_submit(self): @@ -16,34 +17,35 @@ class VitalSigns(Document): def insert_vital_signs_to_medical_record(doc): subject = set_subject_field(doc) - medical_record = frappe.new_doc("Patient Medical Record") + medical_record = frappe.new_doc('Patient Medical Record') medical_record.patient = doc.patient medical_record.subject = subject - medical_record.status = "Open" + medical_record.status = 'Open' medical_record.communication_date = doc.signs_date - medical_record.reference_doctype = "Vital Signs" + medical_record.reference_doctype = 'Vital Signs' medical_record.reference_name = doc.name medical_record.reference_owner = doc.owner + medical_record.flags.ignore_mandatory = True medical_record.save(ignore_permissions=True) def delete_vital_signs_from_medical_record(doc): - medical_record_id = frappe.db.sql("select name from `tabPatient Medical Record` where reference_name=%s",(doc.name)) - if medical_record_id and medical_record_id[0][0]: - frappe.delete_doc("Patient Medical Record", medical_record_id[0][0]) + medical_record = frappe.db.get_value('Patient Medical Record', {'reference_name': doc.name}) + if medical_record: + frappe.delete_doc('Patient Medical Record', medical_record) def set_subject_field(doc): - subject = "" + subject = '' if(doc.temperature): - subject += "Temperature: \n"+ cstr(doc.temperature)+". " + subject += _('Temperature: ') + '\n'+ cstr(doc.temperature) + '. ' if(doc.pulse): - subject += "Pulse: \n"+ cstr(doc.pulse)+". " + subject += _('Pulse: ') + '\n' + cstr(doc.pulse) + '. ' if(doc.respiratory_rate): - subject += "Respiratory Rate: \n"+ cstr(doc.respiratory_rate)+". " + subject += _('Respiratory Rate: ') + '\n' + cstr(doc.respiratory_rate) + '. ' if(doc.bp): - subject += "BP: \n"+ cstr(doc.bp)+". " + subject += _('BP: ') + '\n' + cstr(doc.bp) + '. ' if(doc.bmi): - subject += "BMI: \n"+ cstr(doc.bmi)+". " + subject += _('BMI: ') + '\n' + cstr(doc.bmi) + '. ' if(doc.nutrition_note): - subject += "Note: \n"+ cstr(doc.nutrition_note)+". " + subject += _('Note: ') + '\n' + cstr(doc.nutrition_note) + '. ' return subject diff --git a/erpnext/healthcare/page/appointment_analytic/appointment_analytic.js b/erpnext/healthcare/page/appointment_analytic/appointment_analytic.js deleted file mode 100644 index 9f2e552efcb..00000000000 --- a/erpnext/healthcare/page/appointment_analytic/appointment_analytic.js +++ /dev/null @@ -1,205 +0,0 @@ -frappe.pages['appointment-analytic'].on_page_load = function(wrapper) { - frappe.ui.make_app_page({ - parent: wrapper, - title: 'Appointment Analytics', - single_column: true - }); - new erpnext.AppointmentAnalytics(wrapper); - frappe.breadcrumbs.add("Medical"); -}; - -erpnext.AppointmentAnalytics = frappe.views.TreeGridReport.extend({ - init: function(wrapper) { - this._super({ - title: __("Appointment Analytics"), - parent: $(wrapper).find('.layout-main'), - page: wrapper.page, - doctypes: ["Patient Appointment", "Healthcare Practitioner", "Medical Department", "Appointment Type", "Patient"], - tree_grid: { show: true } - }); - - this.tree_grids = { - "Medical Department": { - label: __("Department"), - show: true, - item_key: "practitioner", - parent_field: "department", - formatter: function(item) { - return item.name; - } - }, - "Healthcare Practitioner": { - label: __("Healthcare Practitioner"), - show: true, - item_key: "practitioner", - formatter: function(item) { - return item.name; - } - }, - }; - }, - setup_columns: function() { - this.tree_grid = this.tree_grids[this.tree_type]; - - var std_columns = [ - {id: "name", name: this.tree_grid.label, field: "name", width: 300}, - {id: "total", name: "Total", field: "total", plot: false, - formatter: this.currency_formatter} - ]; - - this.make_date_range_columns(); - this.columns = std_columns.concat(this.columns); - }, - filters: [ - {fieldtype:"Select", label: __("Tree Type"), fieldname: "tree_type", - options:["Healthcare Practitioner", "Medical Department"], filter: function(val, item, opts, me) { - return me.apply_zero_filter(val, item, opts, me);}}, - {fieldtype:"Select", label: __("Status"), fieldname: "status", - options:[ - {label: __("Select Status"), value: "Select Status..."}, - {label: __("Open"), value: "Open"}, - {label: __("Closed"), value: "Closed"}, - {label: __("Pending"), value: "Pending"}, - {label: __("Scheduled"), value: "Scheduled"}, - {label: __("Cancelled"), value: "Cancelled"}]}, - {fieldtype:"Select", label: __("Type"), link:"Appointment Type", fieldname: "type", - default_value: __("Select Type...")}, - {fieldtype:"Select", label: __("Healthcare Practitioner"), link:"Healthcare Practitioner", fieldname: "practitioner", - default_value: __("Select Healthcare Practitioner..."), filter: function(val, item, opts) { - return val == opts.default_value || item.name == val || item._show; - }, link_formatter: {filter_input: "practitioner"}}, - {fieldtype:"Select", label: __("Department"), link:"Medical Department", fieldname: "department", - default_value: __("Select Department..."), filter: function(val, item, opts) { - return val == opts.default_value || item.department == val || item._show; - }, link_formatter: {filter_input: "department"}}, - {fieldtype:"Date", label: __("From Date"), fieldname: "from_date"}, - {fieldtype:"Date", label: __("To Date"), fieldname: "to_date"}, - {fieldtype:"Select", label: __("Range"), fieldname: "range", - options:[{label: __("Daily"), value: "Daily"}, {label: __("Weekly"), value: "Weekly"}, - {label: __("Monthly"), value: "Monthly"}, {label: __("Quarterly"), value: "Quarterly"}, - {label: __("Yearly"), value: "Yearly"}]} - ], - setup_filters: function() { - this._super(); - this.trigger_refresh_on_change(["tree_type", "practitioner", "department", "status", "type"]); - - // this.show_zero_check() - }, - init_filter_values: function() { - this._super(); - this.filter_inputs.range.val('Quarterly'); - }, - prepare_data: function() { - var me = this; - if (!this.tl) { - this.tl = frappe.report_dump.data["Patient Appointment"]; - } - if(!this.data || me.item_type != me.tree_type) { - var items = null; - if(me.tree_type=='Healthcare Practitioner') { - items = frappe.report_dump.data["Healthcare Practitioner"]; - } if(me.tree_type=='Medical Department') { - items = this.prepare_tree("Healthcare Practitioner", "Medical Department"); - } - me.item_type = me.tree_type; - me.parent_map = {}; - me.item_by_name = {}; - me.data = []; - - $.each(items, function(i, v) { - var d = copy_dict(v); - - me.data.push(d); - me.item_by_name[d.name] = d; - if(d[me.tree_grid.parent_field]) { - me.parent_map[d.name] = d[me.tree_grid.parent_field]; - } - me.reset_item_values(d); - }); - - this.set_indent(); - - - } else { - // otherwise, only reset values - $.each(this.data, function(i, d) { - me.reset_item_values(d); - }); - } - this.prepare_balances(); - if(me.tree_grid.show) { - this.set_totals(false); - this.update_groups(); - } else { - this.set_totals(true); - } - - - }, - prepare_balances: function() { - var me = this; - var from_date = frappe.datetime.str_to_obj(this.from_date); - var status = this.status; - var type = this.type; - var to_date = frappe.datetime.str_to_obj(this.to_date); - $.each(this.tl, function(i, tl) { - if (me.is_default('company') ? true : tl.company === me.company) { - - var date = frappe.datetime.str_to_obj(tl.appointment_date); - if (date >= from_date && date <= to_date) { - var item = me.item_by_name[tl[me.tree_grid.item_key]] || - me.item_by_name['Not Set']; - - var d = tl.appointment_date.split(" ")[0]; - if(status == "Select Status..." && type=="Select Type...") - { - item[me.column_map[d].field] += 1; - - }else if (status !== "Select Status..." && type == "Select Type..."){ - if(status === tl.status){item[me.column_map[d].field] += 1;} - }else if (status == "Select Status..." && type !== "Select Type..."){ - if(type === tl.appointment_type){item[me.column_map[d].field] += 1;} - }else { - if(type === tl.appointment_type && status === tl.status){item[me.column_map[d].field] += 1;} - } - } - } - }); - }, - update_groups: function() { - var me = this; - - $.each(this.data, function(i, item) { - var parent = me.parent_map[item.name]; - while(parent) { - var parent_group = me.item_by_name[parent]; - - $.each(me.columns, function(c, col) { - if (col.formatter == me.currency_formatter) { - parent_group[col.field] = - flt(parent_group[col.field]) - + flt(item[col.field]); - } - }); - parent = me.parent_map[parent]; - } - }); - }, - set_totals: function(sort) { - var me = this; - $.each(this.data, function(i, d) { - d.total = 0.0; - $.each(me.columns, function(i, col) { - if(col.formatter==me.currency_formatter && !col.hidden && col.field!="total") - d.total += d[col.field]; - }); - }); - - if(sort)this.data = this.data.sort(function(a, b) { return b.total - a.total; }); - - if(!this.checked) { - this.data[0].checked = true; - } - } - -}); diff --git a/erpnext/healthcare/page/appointment_analytic/appointment_analytic.json b/erpnext/healthcare/page/appointment_analytic/appointment_analytic.json deleted file mode 100644 index ac5ca1a266e..00000000000 --- a/erpnext/healthcare/page/appointment_analytic/appointment_analytic.json +++ /dev/null @@ -1,24 +0,0 @@ -{ - "content": null, - "creation": "2016-08-18 12:29:52.497819", - "docstatus": 0, - "doctype": "Page", - "idx": 0, - "modified": "2018-08-06 11:40:53.082863", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "appointment-analytic", - "owner": "Administrator", - "page_name": "Appointment Analytics", - "restrict_to_domain": "Healthcare", - "roles": [ - { - "role": "Physician" - } - ], - "script": null, - "standard": "Yes", - "style": null, - "system_page": 0, - "title": "Appointment Analytics" -} \ No newline at end of file diff --git a/erpnext/healthcare/print_format/encounter_print/encounter_print.json b/erpnext/healthcare/print_format/encounter_print/encounter_print.json index 20e44b79049..ec1e0f202a2 100644 --- a/erpnext/healthcare/print_format/encounter_print/encounter_print.json +++ b/erpnext/healthcare/print_format/encounter_print/encounter_print.json @@ -1,22 +1,22 @@ { - "align_labels_right": 0, - "creation": "2017-04-10 14:05:53.355863", - "custom_format": 1, - "disabled": 0, - "doc_type": "Patient Encounter", - "docstatus": 0, - "doctype": "Print Format", - "font": "Default", - "html": "
\n {% if letter_head and not no_letterhead -%}\n
{{ letter_head }}
\n
\n {% else %}\n
\n

{{doc.name}}

\n
\n {%- endif %}\n
\n
\n {% if doc.appointment %}\n\t
\n\t\t\t
\n\t\t\t\n\t\t\t
\n\t\t\t
\n\t\t\t: {{doc.appointment}}\n\t\t\t
\n\t\t
\n\t\t{%- endif -%}\n\n
\n\t\t
\n\t\t\t \n\t\t
\n {% if doc.patient %}\n\t\t
\n\t\t\t : {{doc.patient}}\n\t\t
\n {% else %}\n
\n\t\t\t : Patient Name\n\t\t
\n {%- endif -%}\n\t\t
\n\t
\n\t\t\t
\n\t\t\t\t\n\t\t\t
\n\t\t\t
\n\t\t\t : {{doc.patient_age}}\n\t\t\t
\n\t\t
\n\n
\n
\n\t\t\t\t\n\t\t\t
\n\t\t\t
\n\t\t\t : {{doc.patient_sex}}\n\t\t\t
\n
\n\n
\n
\n\n
\n\t
\n\t\t \n\t
\n {% if doc.practitioner %}\n\t
\n\t\t\t: {{doc.practitioner}}\n\t
\n {%- endif -%}\n\t
\n\n {% if doc.encounter_date %}\n\t
\n\t\t
\n\t\t\n\t\t
\n\t\t
\n\t\t: {{doc.encounter_date}}\n\t\t
\n
\n\t {%- endif -%}\n {% if doc.encounter_time %}\n\t
\n\t\t
\n\t\t\n\t\t
\n\t\t
\n\t\t: {{doc.encounter_time}}\n\t\t
\n
\n\t {%- endif -%}\n {% if doc.visit_department %}\n\t
\n\t\t
\n\t\t\n\t\t
\n\t\t
\n\t\t: {{doc.visit_department}}\n\t\t
\n
\n {%- endif -%}\n
\n\n
\n\n
\n
\n
\n {% if doc.symptoms_in_print%}\n {% if doc.symptoms %}\n Complaints:\n {{doc.symptoms}}\n \t
\n {%- endif -%}\n {%- endif -%}\n\n {% if doc.diagnosis_in_print%}\n {% if doc.diagnosis %}\n \t Diagnosis:\n {{doc.diagnosis}}\n
\n {%- endif -%}\n {%- endif -%}\n\n
\n\n
\n {% if doc.drug_prescription %}\n
\n Rx,\n \n \n \n\n {%- for row in doc.drug_prescription -%}\n \n \n \t\n \t\n \n \n\t {%- endfor -%}\n \n
\n {%- if row.drug_name -%}{{ row.drug_name }}{%- endif -%}\n \n {%- if row.dosage -%}{{ row.dosage }}{%- endif -%}\n \n {%- if row.period -%}{{ row.period }}{%- endif -%}\n\t\t \n\t\t\t
\n {%- if row.comment -%}{{ row.comment }}{%- endif -%}\n
\n\t\t
\n\n\n {%- endif -%}\n
\n\n\n
\n {% if doc.lab_test_prescription %}\n Investigations,\n \n \n \n\n {%- for row in doc.lab_test_prescription -%}\n \n \n \n \n\n\t {%- endfor -%}\n \n
\n {%- if row.lab_test_name -%}{{ row.lab_test_name }}{%- endif -%}\n \n\t\t\t
\n {%- if row.lab_test_comment -%}{{ row.lab_test_comment }}{%- endif -%}\n
\n\t\t
\n\n\n {%- endif -%}\n
\n
\n {% if doc.encounter_comment %}\n
\n {{doc.encounter_comment}}\n {%- endif -%}\n
\n", - "idx": 0, - "line_breaks": 0, - "modified": "2018-09-04 11:52:54.473702", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Encounter Print", - "owner": "Administrator", - "print_format_builder": 0, - "print_format_type": "Server", - "show_section_headings": 0, + "align_labels_right": 0, + "creation": "2017-04-10 14:05:53.355863", + "custom_format": 1, + "disabled": 0, + "doc_type": "Patient Encounter", + "docstatus": 0, + "doctype": "Print Format", + "font": "Default", + "html": "
\n {% if letter_head and not no_letterhead -%}\n
{{ letter_head }}
\n
\n {% else %}\n
\n

{{doc.name}}

\n
\n {%- endif %}\n
\n
\n {% if doc.appointment %}\n\t
\n\t\t\t
\n\t\t\t\n\t\t\t
\n\t\t\t
\n\t\t\t: {{doc.appointment}}\n\t\t\t
\n\t\t
\n\t\t{%- endif -%}\n\n
\n\t\t
\n\t\t\t \n\t\t
\n {% if doc.patient %}\n\t\t
\n\t\t\t : {{doc.patient}}\n\t\t
\n {% else %}\n
\n\t\t\t : Patient Name\n\t\t
\n {%- endif -%}\n\t\t
\n\t
\n\t\t\t
\n\t\t\t\t\n\t\t\t
\n\t\t\t
\n\t\t\t : {{doc.patient_age}}\n\t\t\t
\n\t\t
\n\n
\n
\n\t\t\t\t\n\t\t\t
\n\t\t\t
\n\t\t\t : {{doc.patient_sex}}\n\t\t\t
\n
\n\n
\n
\n\n
\n\t
\n\t\t \n\t
\n {% if doc.practitioner %}\n\t
\n\t\t\t: {{doc.practitioner}}\n\t
\n {%- endif -%}\n\t
\n\n {% if doc.encounter_date %}\n\t
\n\t\t
\n\t\t\n\t\t
\n\t\t
\n\t\t: {{doc.encounter_date}}\n\t\t
\n
\n\t {%- endif -%}\n {% if doc.encounter_time %}\n\t
\n\t\t
\n\t\t\n\t\t
\n\t\t
\n\t\t: {{doc.encounter_time}}\n\t\t
\n
\n\t {%- endif -%}\n {% if doc.medical_department %}\n\t
\n\t\t
\n\t\t\n\t\t
\n\t\t
\n\t\t: {{doc.visit_department}}\n\t\t
\n
\n {%- endif -%}\n
\n\n
\n\n
\n
\n
\n {% if doc.symptoms_in_print%}\n {% if doc.symptoms %}\n Complaints:\n {{doc.symptoms}}\n \t
\n {%- endif -%}\n {%- endif -%}\n\n {% if doc.diagnosis_in_print%}\n {% if doc.diagnosis %}\n \t Diagnosis:\n {{doc.diagnosis}}\n
\n {%- endif -%}\n {%- endif -%}\n\n
\n\n
\n {% if doc.drug_prescription %}\n
\n Rx,\n \n \n \n\n {%- for row in doc.drug_prescription -%}\n \n \n \t\n \t\n \n \n\t {%- endfor -%}\n \n
\n {%- if row.drug_name -%}{{ row.drug_name }}{%- endif -%}\n \n {%- if row.dosage -%}{{ row.dosage }}{%- endif -%}\n \n {%- if row.period -%}{{ row.period }}{%- endif -%}\n\t\t \n\t\t\t
\n {%- if row.comment -%}{{ row.comment }}{%- endif -%}\n
\n\t\t
\n\n\n {%- endif -%}\n
\n\n\n
\n {% if doc.lab_test_prescription %}\n Investigations,\n \n \n \n\n {%- for row in doc.lab_test_prescription -%}\n \n \n \n \n\n\t {%- endfor -%}\n \n
\n {%- if row.lab_test_name -%}{{ row.lab_test_name }}{%- endif -%}\n \n\t\t\t
\n {%- if row.lab_test_comment -%}{{ row.lab_test_comment }}{%- endif -%}\n
\n\t\t
\n\n\n {%- endif -%}\n
\n
\n {% if doc.encounter_comment %}\n
\n {{doc.encounter_comment}}\n {%- endif -%}\n
\n", + "idx": 0, + "line_breaks": 0, + "modified": "2018-09-04 11:52:54.473702", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Encounter Print", + "owner": "Administrator", + "print_format_builder": 0, + "print_format_type": "Server", + "show_section_headings": 0, "standard": "Yes" } \ No newline at end of file diff --git a/erpnext/healthcare/print_format/lab_test_print/lab_test_print.json b/erpnext/healthcare/print_format/lab_test_print/lab_test_print.json index 6badc6f82dc..e8e95d8439c 100644 --- a/erpnext/healthcare/print_format/lab_test_print/lab_test_print.json +++ b/erpnext/healthcare/print_format/lab_test_print/lab_test_print.json @@ -1,22 +1,22 @@ { - "align_labels_right": 0, - "creation": "2017-04-24 15:38:45.332473", - "custom_format": 1, - "disabled": 0, - "doc_type": "Lab Test", - "docstatus": 0, - "doctype": "Print Format", - "font": "Default", - "html": "
\n {% if letter_head and not no_letterhead -%}\n
{{ letter_head }}
\n
\n {%- endif %}\n\n {% if (doc.docstatus != 1) %}\n Lab Tests have to be Submitted for Print .. !\n {% elif (frappe.db.get_value(\"Healthcare Settings\", \"None\", \"require_test_result_approval\") == '1' and doc.approval_status != \"Approved\") %}\n Lab Tests have to be Approved for Print .. !\n {%- else -%}\n
\n
\n\n
\n
\n \n
\n {% if doc.patient %}\n
\n : {{doc.patient}}\n
\n {% else %}\n
\n : Patient Name\n
\n {%- endif -%}\n
\n\n
\n
\n \n
\n
\n : {{doc.patient_age}}\n
\n
\n\n
\n
\n \n
\n
\n : {{doc.patient_sex}}\n
\n
\n\n
\n\n
\n\n
\n
\n \n
\n {% if doc.practitioner %}\n
\n : {{doc.practitioner}}\n
\n {%- endif -%}\n
\n\n {% if doc.sample_date %}\n
\n
\n \n
\n
\n : {{doc.sample_date}}\n
\n
\n {%- endif -%}\n\n {% if doc.result_date %}\n
\n
\n \n
\n
\n : {{doc.result_date}}\n
\n
\n {%- endif -%}\n\n
\n\n
\n\n
\n

Department of {{doc.department}}

\n
\n\n \n \n {%- if doc.normal_test_items -%}\n \n \n \n \n \n\n {%- if doc.normal_test_items|length > 1 %}\n \n {%- endif -%}\n\n {%- for row in doc.normal_test_items -%}\n \n \n\n \n\n \n \n\n {%- endfor -%}\n {%- endif -%}\n \n
Name of TestResultNormal Range
{{ doc.lab_test_name }}
\n {%- if doc.normal_test_items|length > 1 %}  {%- endif -%}\n {%- if row.lab_test_name -%}{{ row.lab_test_name }}\n {%- else -%}   {%- endif -%}\n {%- if row.lab_test_event -%}   {{ row.lab_test_event }}{%- endif -%}\n \n {%- if row.result_value -%}{{ row.result_value }}{%- endif -%} \n {%- if row.lab_test_uom -%}{{ row.lab_test_uom }}{%- endif -%}\n \n
\n {%- if row.normal_range -%}{{ row.normal_range }}{%- endif -%}\n
\n
\n\n \n \n {%- if doc.special_test_items -%}\n \n \n \n \n \n {%- for row in doc.special_test_items -%}\n \n \n \n \n\n {%- endfor -%}\n {%- endif -%}\n\n {%- if doc.sensitivity_test_items -%}\n \n \n \n \n {%- for row in doc.sensitivity_test_items -%}\n \n \n \n \n\n {%- endfor -%}\n {%- endif -%}\n\n \n
Name of TestResult
{{ doc.lab_test_name }}
  {{ row.lab_test_particulars }} \n {%- if row.result_value -%}{{ row.result_value }}{%- endif -%}\n
AntibioticSensitivity
{{ row.antibiotic }} {{ row.antibiotic_sensitivity }}
\n {%- endif -%}\n\n
\n {%- if (frappe.db.get_value(\"Healthcare Settings\", \"None\", \"employee_name_and_designation_in_print\") == '1') -%}\n
{{doc.employee_name}}
\n
{{doc.employee_designation}}
\n {%- else -%}\n
{{frappe.db.get_value(\"Healthcare Settings\", \"None\", \"custom_signature_in_print\") }}
\n {%- endif -%}\n
\n
\n", - "idx": 0, - "line_breaks": 0, - "modified": "2018-09-04 12:03:47.066918", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Lab Test Print", - "owner": "Administrator", - "print_format_builder": 0, - "print_format_type": "Server", - "show_section_headings": 0, + "align_labels_right": 0, + "creation": "2017-04-24 15:38:45.332473", + "custom_format": 1, + "disabled": 0, + "doc_type": "Lab Test", + "docstatus": 0, + "doctype": "Print Format", + "font": "Default", + "html": "
\n {% if letter_head and not no_letterhead -%}\n
{{ letter_head }}
\n
\n {%- endif %}\n\n {% if (doc.docstatus != 1) %}\n Lab Tests have to be Submitted for Print .. !\n {% elif (frappe.db.get_value(\"Healthcare Settings\", \"None\", \"lab_test_approval_required\") == '1' and doc.approval_status != \"Approved\") %}\n Lab Tests have to be Approved for Print .. !\n {%- else -%}\n
\n
\n\n
\n
\n \n
\n {% if doc.patient %}\n
\n : {{doc.patient}}\n
\n {% else %}\n
\n : Patient Name\n
\n {%- endif -%}\n
\n\n
\n
\n \n
\n
\n : {{doc.patient_age}}\n
\n
\n\n
\n
\n \n
\n
\n : {{doc.patient_sex}}\n
\n
\n\n
\n\n
\n\n
\n
\n \n
\n {% if doc.practitioner %}\n
\n : {{doc.practitioner}}\n
\n {%- endif -%}\n
\n\n {% if doc.sample_date %}\n
\n
\n \n
\n
\n : {{doc.sample_date}}\n
\n
\n {%- endif -%}\n\n {% if doc.result_date %}\n
\n
\n \n
\n
\n : {{doc.result_date}}\n
\n
\n {%- endif -%}\n\n
\n\n
\n\n
\n

Department of {{doc.department}}

\n
\n\n \n \n {%- if doc.normal_test_items -%}\n \n \n \n \n \n\n {%- if doc.normal_test_items|length > 1 %}\n \n {%- endif -%}\n\n {%- for row in doc.normal_test_items -%}\n \n \n\n \n\n \n \n\n {%- endfor -%}\n {%- endif -%}\n \n
Name of TestResultNormal Range
{{ doc.lab_test_name }}
\n {%- if doc.normal_test_items|length > 1 %}  {%- endif -%}\n {%- if row.lab_test_name -%}{{ row.lab_test_name }}\n {%- else -%}   {%- endif -%}\n {%- if row.lab_test_event -%}   {{ row.lab_test_event }}{%- endif -%}\n \n {%- if row.result_value -%}{{ row.result_value }}{%- endif -%} \n {%- if row.lab_test_uom -%}{{ row.lab_test_uom }}{%- endif -%}\n \n
\n {%- if row.normal_range -%}{{ row.normal_range }}{%- endif -%}\n
\n
\n\n \n \n {%- if doc.special_test_items -%}\n \n \n \n \n \n {%- for row in doc.special_test_items -%}\n \n \n \n \n\n {%- endfor -%}\n {%- endif -%}\n\n {%- if doc.sensitivity_test_items -%}\n \n \n \n \n {%- for row in doc.sensitivity_test_items -%}\n \n \n \n \n\n {%- endfor -%}\n {%- endif -%}\n\n \n
Name of TestResult
{{ doc.lab_test_name }}
  {{ row.lab_test_particulars }} \n {%- if row.result_value -%}{{ row.result_value }}{%- endif -%}\n
AntibioticSensitivity
{{ row.antibiotic }} {{ row.antibiotic_sensitivity }}
\n {%- endif -%}\n\n
\n {%- if (frappe.db.get_value(\"Healthcare Settings\", \"None\", \"employee_name_and_designation_in_print\") == '1') -%}\n
{{doc.employee_name}}
\n
{{doc.employee_designation}}
\n {%- else -%}\n
{{frappe.db.get_value(\"Healthcare Settings\", \"None\", \"custom_signature_in_print\") }}
\n {%- endif -%}\n
\n
\n", + "idx": 0, + "line_breaks": 0, + "modified": "2018-09-04 12:03:47.066918", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Lab Test Print", + "owner": "Administrator", + "print_format_builder": 0, + "print_format_type": "Server", + "show_section_headings": 0, "standard": "Yes" } \ No newline at end of file diff --git a/erpnext/healthcare/report/patient_appointment_analytics/__init__.py b/erpnext/healthcare/report/patient_appointment_analytics/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/report/patient_appointment_analytics/patient_appointment_analytics.js b/erpnext/healthcare/report/patient_appointment_analytics/patient_appointment_analytics.js new file mode 100644 index 00000000000..18d252ede13 --- /dev/null +++ b/erpnext/healthcare/report/patient_appointment_analytics/patient_appointment_analytics.js @@ -0,0 +1,128 @@ +// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt +/* eslint-disable */ + +frappe.query_reports['Patient Appointment Analytics'] = { + "filters": [ + { + fieldname: 'tree_type', + label: __('Tree Type'), + fieldtype: 'Select', + options: ['Healthcare Practitioner', 'Medical Department'], + default: 'Healthcare Practitioner', + reqd: 1 + }, + { + fieldname: 'status', + label: __('Appointment Status'), + fieldtype: 'Select', + options:[ + {label: __('Scheduled'), value: 'Scheduled'}, + {label: __('Open'), value: 'Open'}, + {label: __('Closed'), value: 'Closed'}, + {label: __('Expired'), value: 'Expired'}, + {label: __('Cancelled'), value: 'Cancelled'} + ] + }, + { + fieldname: 'appointment_type', + label: __('Appointment Type'), + fieldtype: 'Link', + options: 'Appointment Type' + }, + { + fieldname: 'practitioner', + label: __('Healthcare Practitioner'), + fieldtype: 'Link', + options: 'Healthcare Practitioner' + }, + { + fieldname: 'department', + label: __('Medical Department'), + fieldtype: 'Link', + options: 'Medical Department' + }, + { + fieldname: 'from_date', + label: __('From Date'), + fieldtype: 'Date', + default: frappe.defaults.get_user_default('year_start_date'), + reqd: 1 + }, + { + fieldname: 'to_date', + label: __('To Date'), + fieldtype: 'Date', + default: frappe.defaults.get_user_default('year_end_date'), + reqd: 1 + }, + { + fieldname: 'range', + label: __('Range'), + fieldtype: 'Select', + options:[ + {label: __('Weekly'), value: 'Weekly'}, + {label: __('Monthly'), value: 'Monthly'}, + {label: __('Quarterly'), value: 'Quarterly'}, + {label: __('Yearly'), value: 'Yearly'} + ], + default: 'Monthly', + reqd: 1 + } + ], + after_datatable_render: function(datatable_obj) { + $(datatable_obj.wrapper).find(".dt-row-0").find('input[type=checkbox]').click(); + }, + get_datatable_options(options) { + return Object.assign(options, { + checkboxColumn: true, + events: { + onCheckRow: function(data) { + row_name = data[2].content; + length = data.length; + + row_values = data.slice(3,length-1).map(function (column) { + return column.content; + }) + + entry = { + 'name': row_name, + 'values': row_values + } + + let raw_data = frappe.query_report.chart.data; + let new_datasets = raw_data.datasets; + + let found = false; + for (let i=0; i < new_datasets.length;i++) { + if (new_datasets[i].name == row_name) { + found = true; + new_datasets.splice(i,1); + break; + } + } + + if (!found) { + new_datasets.push(entry); + } + + let new_data = { + labels: raw_data.labels, + datasets: new_datasets + } + + setTimeout(() => { + frappe.query_report.chart.update(new_data) + }, 500) + + + setTimeout(() => { + frappe.query_report.chart.draw(true); + }, 1000) + + frappe.query_report.raw_chart_data = new_data; + }, + } + }) + }, +}; diff --git a/erpnext/healthcare/report/patient_appointment_analytics/patient_appointment_analytics.json b/erpnext/healthcare/report/patient_appointment_analytics/patient_appointment_analytics.json new file mode 100644 index 00000000000..64750c012f1 --- /dev/null +++ b/erpnext/healthcare/report/patient_appointment_analytics/patient_appointment_analytics.json @@ -0,0 +1,36 @@ +{ + "add_total_row": 1, + "creation": "2020-03-02 15:13:16.273493", + "disable_prepared_report": 0, + "disabled": 0, + "docstatus": 0, + "doctype": "Report", + "idx": 0, + "is_standard": "Yes", + "modified": "2020-03-02 15:13:16.273493", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Patient Appointment Analytics", + "owner": "Administrator", + "prepared_report": 0, + "ref_doctype": "Patient Appointment", + "report_name": "Patient Appointment Analytics", + "report_type": "Script Report", + "roles": [ + { + "role": "Healthcare Administrator" + }, + { + "role": "LabTest Approver" + }, + { + "role": "Physician" + }, + { + "role": "Nursing User" + }, + { + "role": "Laboratory User" + } + ] +} \ No newline at end of file diff --git a/erpnext/healthcare/report/patient_appointment_analytics/patient_appointment_analytics.py b/erpnext/healthcare/report/patient_appointment_analytics/patient_appointment_analytics.py new file mode 100644 index 00000000000..9c35dbb3ea5 --- /dev/null +++ b/erpnext/healthcare/report/patient_appointment_analytics/patient_appointment_analytics.py @@ -0,0 +1,194 @@ +# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +from frappe.utils import getdate, flt, add_to_date, add_days +from frappe import _ , scrub +from six import iteritems +from erpnext.accounts.utils import get_fiscal_year + +def execute(filters=None): + return Analytics(filters).run() + +class Analytics(object): + def __init__(self, filters=None): + """Patient Appointment Analytics Report.""" + self.filters = frappe._dict(filters or {}) + self.months = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'] + self.get_period_date_ranges() + + def run(self): + self.get_columns() + self.get_data() + self.get_chart_data() + + return self.columns, self.data, None, self.chart + + def get_period_date_ranges(self): + from dateutil.relativedelta import relativedelta, MO + from_date, to_date = getdate(self.filters.from_date), getdate(self.filters.to_date) + + increment = { + 'Monthly': 1, + 'Quarterly': 3, + 'Half-Yearly': 6, + 'Yearly': 12 + }.get(self.filters.range, 1) + + if self.filters.range in ['Monthly', 'Quarterly']: + from_date = from_date.replace(day=1) + elif self.filters.range == 'Yearly': + from_date = get_fiscal_year(from_date)[1] + else: + from_date = from_date + relativedelta(from_date, weekday=MO(-1)) + + self.periodic_daterange = [] + for dummy in range(1, 53): + if self.filters.range == 'Weekly': + period_end_date = add_days(from_date, 6) + else: + period_end_date = add_to_date(from_date, months=increment, days=-1) + + if period_end_date > to_date: + period_end_date = to_date + + self.periodic_daterange.append(period_end_date) + + from_date = add_days(period_end_date, 1) + if period_end_date == to_date: + break + + def get_columns(self): + self.columns = [] + + if self.filters.tree_type == 'Healthcare Practitioner': + self.columns.append({ + 'label': _('Healthcare Practitioner'), + 'options': 'Healthcare Practitioner', + 'fieldname': 'practitioner', + 'fieldtype': 'Link', + 'width': 200 + }) + + elif self.filters.tree_type == 'Medical Department': + self.columns.append({ + 'label': _('Medical Department'), + 'fieldname': 'department', + 'fieldtype': 'Link', + 'options': 'Medical Department', + 'width': 150 + }) + + for end_date in self.periodic_daterange: + period = self.get_period(end_date) + self.columns.append({ + 'label': _(period), + 'fieldname': scrub(period), + 'fieldtype': 'Int', + 'width': 120 + }) + + self.columns.append({ + 'label': _('Total'), + 'fieldname': 'total', + 'fieldtype': 'Int', + 'width': 120 + }) + + def get_data(self): + if self.filters.tree_type == 'Healthcare Practitioner': + self.get_appointments_based_on_healthcare_practitioner() + self.get_rows() + + elif self.filters.tree_type == 'Medical Department': + self.get_appointments_based_on_medical_department() + self.get_rows() + + def get_period(self, appointment_date): + if self.filters.range == 'Weekly': + period = 'Week ' + str(appointment_date.isocalendar()[1]) + elif self.filters.range == 'Monthly': + period = str(self.months[appointment_date.month - 1]) + elif self.filters.range == 'Quarterly': + period = 'Quarter ' + str(((appointment_date.month - 1) // 3) + 1) + else: + year = get_fiscal_year(appointment_date, company=self.filters.company) + period = str(year[0]) + + if getdate(self.filters.from_date).year != getdate(self.filters.to_date).year: + period += ' ' + str(appointment_date.year) + + return period + + def get_appointments_based_on_healthcare_practitioner(self): + filters = self.get_common_filters() + + self.entries = frappe.db.get_all('Patient Appointment', + fields=['appointment_date', 'name', 'patient', 'practitioner'], + filters=filters + ) + + def get_appointments_based_on_medical_department(self): + filters = self.get_common_filters() + if not filters.get('department'): + filters['department'] = ('!=', '') + + self.entries = frappe.db.get_all('Patient Appointment', + fields=['appointment_date', 'name', 'patient', 'practitioner', 'department'], + filters=filters + ) + + def get_common_filters(self): + filters = {} + filters['appointment_date'] = ('between', [self.filters.from_date, self.filters.to_date]) + for entry in ['appointment_type', 'practitioner', 'department', 'status']: + if self.filters.get(entry): + filters[entry] = self.filters.get(entry) + + return filters + + def get_rows(self): + self.data = [] + self.get_periodic_data() + + for entity, period_data in iteritems(self.appointment_periodic_data): + if self.filters.tree_type == 'Healthcare Practitioner': + row = {'practitioner': entity} + elif self.filters.tree_type == 'Medical Department': + row = {'department': entity} + + total = 0 + for end_date in self.periodic_daterange: + period = self.get_period(end_date) + amount = flt(period_data.get(period, 0.0)) + row[scrub(period)] = amount + total += amount + + row['total'] = total + + self.data.append(row) + + def get_periodic_data(self): + self.appointment_periodic_data = frappe._dict() + + for d in self.entries: + period = self.get_period(d.get('appointment_date')) + if self.filters.tree_type == 'Healthcare Practitioner': + self.appointment_periodic_data.setdefault(d.practitioner, frappe._dict()).setdefault(period, 0.0) + self.appointment_periodic_data[d.practitioner][period] += 1 + + elif self.filters.tree_type == 'Medical Department': + self.appointment_periodic_data.setdefault(d.department, frappe._dict()).setdefault(period, 0.0) + self.appointment_periodic_data[d.department][period] += 1 + + def get_chart_data(self): + length = len(self.columns) + labels = [d.get("label") for d in self.columns[1:length - 1]] + self.chart = { + "data": { + 'labels': labels, + 'datasets': [] + }, + "type": "line" + } \ No newline at end of file diff --git a/erpnext/healthcare/utils.py b/erpnext/healthcare/utils.py index 97bb98f6779..a7565323585 100644 --- a/erpnext/healthcare/utils.py +++ b/erpnext/healthcare/utils.py @@ -4,417 +4,491 @@ from __future__ import unicode_literals import frappe -import datetime from frappe import _ import math -from frappe.utils import time_diff_in_hours, rounded, getdate, add_days +from frappe.utils import time_diff_in_hours, rounded from erpnext.healthcare.doctype.healthcare_settings.healthcare_settings import get_income_account -from erpnext.healthcare.doctype.fee_validity.fee_validity import create_fee_validity, update_fee_validity +from erpnext.healthcare.doctype.fee_validity.fee_validity import create_fee_validity from erpnext.healthcare.doctype.lab_test.lab_test import create_multiple @frappe.whitelist() def get_healthcare_services_to_invoice(patient): - patient = frappe.get_doc("Patient", patient) + patient = frappe.get_doc('Patient', patient) if patient: - if patient.customer: - item_to_invoice = [] - patient_appointments = frappe.get_list("Patient Appointment",{'patient': patient.name, 'invoiced': False}, - order_by="appointment_date") - if patient_appointments: - fee_validity_details = [] - valid_days = frappe.db.get_value("Healthcare Settings", None, "valid_days") - max_visit = frappe.db.get_value("Healthcare Settings", None, "max_visit") - for patient_appointment in patient_appointments: - patient_appointment_obj = frappe.get_doc("Patient Appointment", patient_appointment['name']) + validate_customer_created(patient) + items_to_invoice = [] + patient_appointments = frappe.get_list( + 'Patient Appointment', + fields='*', + filters={'patient': patient.name, 'invoiced': 0}, + order_by='appointment_date' + ) + if patient_appointments: + items_to_invoice = get_fee_validity(patient_appointments) - if patient_appointment_obj.procedure_template: - if frappe.db.get_value("Clinical Procedure Template", patient_appointment_obj.procedure_template, "is_billable") == 1: - item_to_invoice.append({'reference_type': 'Patient Appointment', 'reference_name': patient_appointment_obj.name, 'service': patient_appointment_obj.procedure_template}) - else: - practitioner_exist_in_list = False - skip_invoice = False - if fee_validity_details: - for validity in fee_validity_details: - if validity['practitioner'] == patient_appointment_obj.practitioner: - practitioner_exist_in_list = True - if validity['valid_till'] >= patient_appointment_obj.appointment_date: - validity['visits'] = validity['visits']+1 - if int(max_visit) > validity['visits']: - skip_invoice = True - if not skip_invoice: - validity['visits'] = 1 - validity['valid_till'] = patient_appointment_obj.appointment_date + datetime.timedelta(days=int(valid_days)) - if not practitioner_exist_in_list: - valid_till = patient_appointment_obj.appointment_date + datetime.timedelta(days=int(valid_days)) - visits = 0 - validity_exist = validity_exists(patient_appointment_obj.practitioner, patient_appointment_obj.patient) - if validity_exist: - fee_validity = frappe.get_doc("Fee Validity", validity_exist[0][0]) - valid_till = fee_validity.valid_till - visits = fee_validity.visited - fee_validity_details.append({'practitioner': patient_appointment_obj.practitioner, - 'valid_till': valid_till, 'visits': visits}) + encounters = get_encounters_to_invoice(patient) + lab_tests = get_lab_tests_to_invoice(patient) + clinical_procedures = get_clinical_procedures_to_invoice(patient) + inpatient_services = get_inpatient_services_to_invoice(patient) + therapy_sessions = get_therapy_sessions_to_invoice(patient) - if not skip_invoice: - practitioner_charge = 0 - income_account = None - service_item = None - if patient_appointment_obj.practitioner: - service_item, practitioner_charge = service_item_and_practitioner_charge(patient_appointment_obj) - income_account = get_income_account(patient_appointment_obj.practitioner, patient_appointment_obj.company) - item_to_invoice.append({'reference_type': 'Patient Appointment', 'reference_name': patient_appointment_obj.name, - 'service': service_item, 'rate': practitioner_charge, - 'income_account': income_account}) + items_to_invoice += encounters + lab_tests + clinical_procedures + inpatient_services + therapy_sessions + return items_to_invoice - encounters = frappe.get_list("Patient Encounter", {'patient': patient.name, 'invoiced': False, 'docstatus': 1}) - if encounters: - for encounter in encounters: - encounter_obj = frappe.get_doc("Patient Encounter", encounter['name']) - if not encounter_obj.appointment: - practitioner_charge = 0 - income_account = None - service_item = None - if encounter_obj.practitioner: - service_item, practitioner_charge = service_item_and_practitioner_charge(encounter_obj) - income_account = get_income_account(encounter_obj.practitioner, encounter_obj.company) +def validate_customer_created(patient): + if not frappe.db.get_value('Patient', patient.name, 'customer'): + msg = _("Please set a Customer linked to the Patient") + msg += " {0}".format(patient.name) + frappe.throw(msg, title=_('Customer Not Found')) - item_to_invoice.append({'reference_type': 'Patient Encounter', 'reference_name': encounter_obj.name, - 'service': service_item, 'rate': practitioner_charge, - 'income_account': income_account}) +def get_fee_validity(patient_appointments): + if not frappe.db.get_single_value('Healthcare Settings', 'enable_free_follow_ups'): + return [] - lab_tests = frappe.get_list("Lab Test", {'patient': patient.name, 'invoiced': False, 'docstatus': 1}) - if lab_tests: - for lab_test in lab_tests: - lab_test_obj = frappe.get_doc("Lab Test", lab_test['name']) - if frappe.db.get_value("Lab Test Template", lab_test_obj.template, "is_billable") == 1: - item_to_invoice.append({'reference_type': 'Lab Test', 'reference_name': lab_test_obj.name, - 'service': frappe.db.get_value("Lab Test Template", lab_test_obj.template, "item")}) - - lab_rxs = frappe.db.sql("""select lp.name from `tabPatient Encounter` et, `tabLab Prescription` lp - where et.patient=%s and lp.parent=et.name and lp.lab_test_created=0 and lp.invoiced=0""", (patient.name)) - if lab_rxs: - for lab_rx in lab_rxs: - rx_obj = frappe.get_doc("Lab Prescription", lab_rx[0]) - if rx_obj.lab_test_code and (frappe.db.get_value("Lab Test Template", rx_obj.lab_test_code, "is_billable") == 1): - item_to_invoice.append({'reference_type': 'Lab Prescription', 'reference_name': rx_obj.name, - 'service': frappe.db.get_value("Lab Test Template", rx_obj.lab_test_code, "item")}) - - procedures = frappe.get_list("Clinical Procedure", {'patient': patient.name, 'invoiced': False}) - if procedures: - for procedure in procedures: - procedure_obj = frappe.get_doc("Clinical Procedure", procedure['name']) - if not procedure_obj.appointment: - if procedure_obj.procedure_template and (frappe.db.get_value("Clinical Procedure Template", procedure_obj.procedure_template, "is_billable") == 1): - item_to_invoice.append({'reference_type': 'Clinical Procedure', 'reference_name': procedure_obj.name, - 'service': frappe.db.get_value("Clinical Procedure Template", procedure_obj.procedure_template, "item")}) - - procedure_rxs = frappe.db.sql("""select pp.name from `tabPatient Encounter` et, - `tabProcedure Prescription` pp where et.patient=%s and pp.parent=et.name and - pp.procedure_created=0 and pp.invoiced=0 and pp.appointment_booked=0""", (patient.name)) - if procedure_rxs: - for procedure_rx in procedure_rxs: - rx_obj = frappe.get_doc("Procedure Prescription", procedure_rx[0]) - if frappe.db.get_value("Clinical Procedure Template", rx_obj.procedure, "is_billable") == 1: - item_to_invoice.append({'reference_type': 'Procedure Prescription', 'reference_name': rx_obj.name, - 'service': frappe.db.get_value("Clinical Procedure Template", rx_obj.procedure, "item")}) - - procedures = frappe.get_list("Clinical Procedure", - {'patient': patient.name, 'invoice_separately_as_consumables': True, 'consumption_invoiced': False, - 'consume_stock': True, 'status': 'Completed'}) - if procedures: - service_item = get_healthcare_service_item('clinical_procedure_consumable_item') - if not service_item: - msg = _(("Please Configure {0} in ").format("Clinical Procedure Consumable Item") \ - + """Healthcare Settings""") - frappe.throw(msg) - for procedure in procedures: - procedure_obj = frappe.get_doc("Clinical Procedure", procedure['name']) - item_to_invoice.append({'reference_type': 'Clinical Procedure', 'reference_name': procedure_obj.name, - 'service': service_item, 'rate': procedure_obj.consumable_total_amount, 'description': procedure_obj.consumption_details}) - - inpatient_services = frappe.db.sql("""select io.name, io.parent from `tabInpatient Record` ip, - `tabInpatient Occupancy` io where ip.patient=%s and io.parent=ip.name and - io.left=1 and io.invoiced=0""", (patient.name)) - if inpatient_services: - for inpatient_service in inpatient_services: - inpatient_occupancy = frappe.get_doc("Inpatient Occupancy", inpatient_service[0]) - service_unit_type = frappe.get_doc("Healthcare Service Unit Type", frappe.db.get_value("Healthcare Service Unit", inpatient_occupancy.service_unit, "service_unit_type")) - if service_unit_type and service_unit_type.is_billable == 1: - hours_occupied = time_diff_in_hours(inpatient_occupancy.check_out, inpatient_occupancy.check_in) - qty = 0.5 - if hours_occupied > 0: - actual_qty = hours_occupied / service_unit_type.no_of_hours - floor = math.floor(actual_qty) - decimal_part = actual_qty - floor - if decimal_part > 0.5: - qty = rounded(floor + 1, 1) - elif decimal_part < 0.5 and decimal_part > 0: - qty = rounded(floor + 0.5, 1) - if qty <= 0: - qty = 0.5 - item_to_invoice.append({'reference_type': 'Inpatient Occupancy', 'reference_name': inpatient_occupancy.name, - 'service': service_unit_type.item, 'qty': qty}) - - return item_to_invoice + items_to_invoice = [] + for appointment in patient_appointments: + if appointment.procedure_template: + if frappe.db.get_value('Clinical Procedure Template', appointment.procedure_template, 'is_billable'): + items_to_invoice.append({ + 'reference_type': 'Patient Appointment', + 'reference_name': appointment.name, + 'service': appointment.procedure_template + }) else: - frappe.throw(_("The Patient {0} do not have customer refrence to invoice").format(patient.name)) + fee_validity = frappe.db.exists('Fee Validity Reference', {'appointment': appointment.name}) + if not fee_validity: + practitioner_charge = 0 + income_account = None + service_item = None + if appointment.practitioner: + service_item, practitioner_charge = get_service_item_and_practitioner_charge(appointment) + income_account = get_income_account(appointment.practitioner, appointment.company) + items_to_invoice.append({ + 'reference_type': 'Patient Appointment', + 'reference_name': appointment.name, + 'service': service_item, + 'rate': practitioner_charge, + 'income_account': income_account + }) -def service_item_and_practitioner_charge(doc): - is_ip = doc_is_ip(doc) - if is_ip: - service_item = get_practitioner_service_item(doc.practitioner, "inpatient_visit_charge_item") + return items_to_invoice + + +def get_encounters_to_invoice(patient): + encounters_to_invoice = [] + encounters = frappe.get_list( + 'Patient Encounter', + fields=['*'], + filters={'patient': patient.name, 'invoiced': False, 'docstatus': 1} + ) + if encounters: + for encounter in encounters: + if not encounter.appointment: + practitioner_charge = 0 + income_account = None + service_item = None + if encounter.practitioner: + service_item, practitioner_charge = get_service_item_and_practitioner_charge(encounter) + income_account = get_income_account(encounter.practitioner, encounter.company) + + encounters_to_invoice.append({ + 'reference_type': 'Patient Encounter', + 'reference_name': encounter.name, + 'service': service_item, + 'rate': practitioner_charge, + 'income_account': income_account + }) + + return encounters_to_invoice + + +def get_lab_tests_to_invoice(patient): + lab_tests_to_invoice = [] + lab_tests = frappe.get_list( + 'Lab Test', + fields=['name', 'template'], + filters={'patient': patient.name, 'invoiced': False, 'docstatus': 1} + ) + for lab_test in lab_tests: + item, is_billable = frappe.get_cached_value('Lab Test Template', lab_test.template, ['item', 'is_billable']) + if is_billable: + lab_tests_to_invoice.append({ + 'reference_type': 'Lab Test', + 'reference_name': lab_test.name, + 'service': item + }) + + lab_prescriptions = frappe.db.sql( + ''' + SELECT + lp.name, lp.lab_test_code + FROM + `tabPatient Encounter` et, `tabLab Prescription` lp + WHERE + et.patient=%s + and lp.parent=et.name + and lp.lab_test_created=0 + and lp.invoiced=0 + ''', (patient.name), as_dict=1) + + for prescription in lab_prescriptions: + item, is_billable = frappe.get_cached_value('Lab Test Template', prescription.lab_test_code, ['item', 'is_billable']) + if prescription.lab_test_code and is_billable: + lab_tests_to_invoice.append({ + 'reference_type': 'Lab Prescription', + 'reference_name': prescription.name, + 'service': item + }) + + return lab_tests_to_invoice + + +def get_clinical_procedures_to_invoice(patient): + clinical_procedures_to_invoice = [] + procedures = frappe.get_list( + 'Clinical Procedure', + fields='*', + filters={'patient': patient.name, 'invoiced': False} + ) + for procedure in procedures: + if not procedure.appointment: + item, is_billable = frappe.get_cached_value('Clinical Procedure Template', procedure.procedure_template, ['item', 'is_billable']) + if procedure.procedure_template and is_billable: + clinical_procedures_to_invoice.append({ + 'reference_type': 'Clinical Procedure', + 'reference_name': procedure.name, + 'service': item + }) + + # consumables + if procedure.invoice_separately_as_consumables and procedure.consume_stock \ + and procedure.status == 'Completed' and not procedure.consumption_invoiced: + + service_item = get_healthcare_service_item('clinical_procedure_consumable_item') + if not service_item: + msg = _('Please Configure Clinical Procedure Consumable Item in ') + msg += '''Healthcare Settings''' + frappe.throw(msg, title=_('Missing Configuration')) + + clinical_procedures_to_invoice.append({ + 'reference_type': 'Clinical Procedure', + 'reference_name': procedure.name, + 'service': service_item, + 'rate': procedure.consumable_total_amount, + 'description': procedure.consumption_details + }) + + procedure_prescriptions = frappe.db.sql( + ''' + SELECT + pp.name, pp.procedure + FROM + `tabPatient Encounter` et, `tabProcedure Prescription` pp + WHERE + et.patient=%s + and pp.parent=et.name + and pp.procedure_created=0 + and pp.invoiced=0 + and pp.appointment_booked=0 + ''', (patient.name), as_dict=1) + + for prescription in procedure_prescriptions: + item, is_billable = frappe.get_cached_value('Clinical Procedure Template', prescription.procedure, ['item', 'is_billable']) + if is_billable: + clinical_procedures_to_invoice.append({ + 'reference_type': 'Procedure Prescription', + 'reference_name': prescription.name, + 'service': item + }) + + return clinical_procedures_to_invoice + + +def get_inpatient_services_to_invoice(patient): + services_to_invoice = [] + inpatient_services = frappe.db.sql( + ''' + SELECT + io.* + FROM + `tabInpatient Record` ip, `tabInpatient Occupancy` io + WHERE + ip.patient=%s + and io.parent=ip.name + and io.left=1 + and io.invoiced=0 + ''', (patient.name), as_dict=1) + + for inpatient_occupancy in inpatient_services: + service_unit_type = frappe.db.get_value('Healthcare Service Unit', inpatient_occupancy.service_unit, 'service_unit_type') + service_unit_type = frappe.get_cached_doc('Healthcare Service Unit Type', service_unit_type) + if service_unit_type and service_unit_type.is_billable: + hours_occupied = time_diff_in_hours(inpatient_occupancy.check_out, inpatient_occupancy.check_in) + qty = 0.5 + if hours_occupied > 0: + actual_qty = hours_occupied / service_unit_type.no_of_hours + floor = math.floor(actual_qty) + decimal_part = actual_qty - floor + if decimal_part > 0.5: + qty = rounded(floor + 1, 1) + elif decimal_part < 0.5 and decimal_part > 0: + qty = rounded(floor + 0.5, 1) + if qty <= 0: + qty = 0.5 + services_to_invoice.append({ + 'reference_type': 'Inpatient Occupancy', + 'reference_name': inpatient_occupancy.name, + 'service': service_unit_type.item, 'qty': qty + }) + + return services_to_invoice + + +def get_therapy_sessions_to_invoice(patient): + therapy_sessions_to_invoice = [] + therapy_sessions = frappe.get_list( + 'Therapy Session', + fields='*', + filters={'patient': patient.name, 'invoiced': False} + ) + for therapy in therapy_sessions: + if not therapy.appointment: + if therapy.therapy_type and frappe.db.get_value('Therapy Type', therapy.therapy_type, 'is_billable'): + therapy_sessions_to_invoice.append({ + 'reference_type': 'Therapy Session', + 'reference_name': therapy.name, + 'service': frappe.db.get_value('Therapy Type', therapy.therapy_type, 'item') + }) + + return therapy_sessions_to_invoice + + +def get_service_item_and_practitioner_charge(doc): + is_inpatient = doc.inpatient_record + if is_inpatient: + service_item = get_practitioner_service_item(doc.practitioner, 'inpatient_visit_charge_item') if not service_item: - service_item = get_healthcare_service_item("inpatient_visit_charge_item") + service_item = get_healthcare_service_item('inpatient_visit_charge_item') else: - service_item = get_practitioner_service_item(doc.practitioner, "op_consulting_charge_item") + service_item = get_practitioner_service_item(doc.practitioner, 'op_consulting_charge_item') if not service_item: - service_item = get_healthcare_service_item("op_consulting_charge_item") + service_item = get_healthcare_service_item('op_consulting_charge_item') if not service_item: - throw_config_service_item(is_ip) + throw_config_service_item(is_inpatient) - practitioner_charge = get_practitioner_charge(doc.practitioner, is_ip) + practitioner_charge = get_practitioner_charge(doc.practitioner, is_inpatient) if not practitioner_charge: - throw_config_practitioner_charge(is_ip, doc.practitioner) + throw_config_practitioner_charge(is_inpatient, doc.practitioner) return service_item, practitioner_charge -def throw_config_service_item(is_ip): - service_item_lable = "Out Patient Consulting Charge Item" - if is_ip: - service_item_lable = "Inpatient Visit Charge Item" - msg = _(("Please Configure {0} in ").format(service_item_lable) \ - + """Healthcare Settings""") - frappe.throw(msg) +def throw_config_service_item(is_inpatient): + service_item_label = _('Out Patient Consulting Charge Item') + if is_inpatient: + service_item_label = _('Inpatient Visit Charge Item') -def throw_config_practitioner_charge(is_ip, practitioner): - charge_name = "OP Consulting Charge" - if is_ip: - charge_name = "Inpatient Visit Charge" + msg = _(('Please Configure {0} in ').format(service_item_label) \ + + '''Healthcare Settings''') + frappe.throw(msg, title=_('Missing Configuration')) + + +def throw_config_practitioner_charge(is_inpatient, practitioner): + charge_name = _('OP Consulting Charge') + if is_inpatient: + charge_name = _('Inpatient Visit Charge') + + msg = _(('Please Configure {0} for Healthcare Practitioner').format(charge_name) \ + + ''' {0}'''.format(practitioner)) + frappe.throw(msg, title=_('Missing Configuration')) - msg = _(("Please Configure {0} for Healthcare Practitioner").format(charge_name) \ - + """ {0}""".format(practitioner)) - frappe.throw(msg) def get_practitioner_service_item(practitioner, service_item_field): - return frappe.db.get_value("Healthcare Practitioner", practitioner, service_item_field) + return frappe.db.get_value('Healthcare Practitioner', practitioner, service_item_field) + def get_healthcare_service_item(service_item_field): - return frappe.db.get_value("Healthcare Settings", None, service_item_field) + return frappe.db.get_single_value('Healthcare Settings', service_item_field) -def doc_is_ip(doc): - is_ip = False - if doc.inpatient_record: - is_ip = True - return is_ip -def get_practitioner_charge(practitioner, is_ip): - if is_ip: - practitioner_charge = frappe.db.get_value("Healthcare Practitioner", practitioner, "inpatient_visit_charge") +def get_practitioner_charge(practitioner, is_inpatient): + if is_inpatient: + practitioner_charge = frappe.db.get_value('Healthcare Practitioner', practitioner, 'inpatient_visit_charge') else: - practitioner_charge = frappe.db.get_value("Healthcare Practitioner", practitioner, "op_consulting_charge") + practitioner_charge = frappe.db.get_value('Healthcare Practitioner', practitioner, 'op_consulting_charge') if practitioner_charge: return practitioner_charge return False + def manage_invoice_submit_cancel(doc, method): if doc.items: for item in doc.items: - if item.get("reference_dt") and item.get("reference_dn"): - if frappe.get_meta(item.reference_dt).has_field("invoiced"): + if item.get('reference_dt') and item.get('reference_dn'): + if frappe.get_meta(item.reference_dt).has_field('invoiced'): set_invoiced(item, method, doc.name) - if method=="on_submit" and frappe.db.get_value("Healthcare Settings", None, "create_test_on_si_submit") == '1': - create_multiple("Sales Invoice", doc.name) + if method=='on_submit' and frappe.db.get_single_value('Healthcare Settings', 'create_lab_test_on_si_submit'): + create_multiple('Sales Invoice', doc.name) + def set_invoiced(item, method, ref_invoice=None): invoiced = False - if(method=="on_submit"): + if method=='on_submit': validate_invoiced_on_submit(item) invoiced = True if item.reference_dt == 'Clinical Procedure': if get_healthcare_service_item('clinical_procedure_consumable_item') == item.item_code: - frappe.db.set_value(item.reference_dt, item.reference_dn, "consumption_invoiced", invoiced) + frappe.db.set_value(item.reference_dt, item.reference_dn, 'consumption_invoiced', invoiced) else: - frappe.db.set_value(item.reference_dt, item.reference_dn, "invoiced", invoiced) + frappe.db.set_value(item.reference_dt, item.reference_dn, 'invoiced', invoiced) else: - frappe.db.set_value(item.reference_dt, item.reference_dn, "invoiced", invoiced) + frappe.db.set_value(item.reference_dt, item.reference_dn, 'invoiced', invoiced) if item.reference_dt == 'Patient Appointment': if frappe.db.get_value('Patient Appointment', item.reference_dn, 'procedure_template'): - dt_from_appointment = "Clinical Procedure" + dt_from_appointment = 'Clinical Procedure' else: - manage_fee_validity(item.reference_dn, method, ref_invoice) - dt_from_appointment = "Patient Encounter" - manage_doc_for_appoitnment(dt_from_appointment, item.reference_dn, invoiced) + dt_from_appointment = 'Patient Encounter' + manage_doc_for_appointment(dt_from_appointment, item.reference_dn, invoiced) elif item.reference_dt == 'Lab Prescription': - manage_prescriptions(invoiced, item.reference_dt, item.reference_dn, "Lab Test", "lab_test_created") + manage_prescriptions(invoiced, item.reference_dt, item.reference_dn, 'Lab Test', 'lab_test_created') elif item.reference_dt == 'Procedure Prescription': - manage_prescriptions(invoiced, item.reference_dt, item.reference_dn, "Clinical Procedure", "procedure_created") + manage_prescriptions(invoiced, item.reference_dt, item.reference_dn, 'Clinical Procedure', 'procedure_created') + def validate_invoiced_on_submit(item): if item.reference_dt == 'Clinical Procedure' and get_healthcare_service_item('clinical_procedure_consumable_item') == item.item_code: - is_invoiced = frappe.db.get_value(item.reference_dt, item.reference_dn, "consumption_invoiced") + is_invoiced = frappe.db.get_value(item.reference_dt, item.reference_dn, 'consumption_invoiced') else: - is_invoiced = frappe.db.get_value(item.reference_dt, item.reference_dn, "invoiced") - if is_invoiced == 1: - frappe.throw(_("The item referenced by {0} - {1} is already invoiced"\ + is_invoiced = frappe.db.get_value(item.reference_dt, item.reference_dn, 'invoiced') + if is_invoiced: + frappe.throw(_('The item referenced by {0} - {1} is already invoiced'\ ).format(item.reference_dt, item.reference_dn)) + def manage_prescriptions(invoiced, ref_dt, ref_dn, dt, created_check_field): created = frappe.db.get_value(ref_dt, ref_dn, created_check_field) - if created == 1: + if created: # Fetch the doc created for the prescription doc_created = frappe.db.get_value(dt, {'prescription': ref_dn}) frappe.db.set_value(dt, doc_created, 'invoiced', invoiced) -def validity_exists(practitioner, patient): - return frappe.db.exists({ - "doctype": "Fee Validity", - "practitioner": practitioner, - "patient": patient}) -def manage_fee_validity(appointment_name, method, ref_invoice=None): - appointment_doc = frappe.get_doc("Patient Appointment", appointment_name) - validity_exist = validity_exists(appointment_doc.practitioner, appointment_doc.patient) - do_not_update = False - visited = 0 - if validity_exist: - fee_validity = frappe.get_doc("Fee Validity", validity_exist[0][0]) - # Check if the validity is valid - if (fee_validity.valid_till >= appointment_doc.appointment_date): - if (method == "on_cancel" and appointment_doc.status != "Closed"): - if ref_invoice == fee_validity.ref_invoice: - visited = fee_validity.visited - 1 - if visited < 0: - visited = 0 - frappe.db.set_value("Fee Validity", fee_validity.name, "visited", visited) - do_not_update = True - elif (method == "on_submit" and fee_validity.visited < fee_validity.max_visit): - visited = fee_validity.visited + 1 - frappe.db.set_value("Fee Validity", fee_validity.name, "visited", visited) - do_not_update = True - else: - do_not_update = False +def check_fee_validity(appointment): + if not frappe.db.get_single_value('Healthcare Settings', 'enable_free_follow_ups'): + return - if not do_not_update: - fee_validity = update_fee_validity(fee_validity, appointment_doc.appointment_date, ref_invoice) - visited = fee_validity.visited + validity = frappe.db.exists('Fee Validity', { + 'practitioner': appointment.practitioner, + 'patient': appointment.patient, + 'valid_till': ('>=', appointment.appointment_date) + }) + if not validity: + return + + validity = frappe.get_doc('Fee Validity', validity) + return validity + + +def manage_fee_validity(appointment): + fee_validity = check_fee_validity(appointment) + if fee_validity: + if appointment.status == 'Cancelled' and fee_validity.visited > 0: + fee_validity.visited -= 1 + frappe.db.delete('Fee Validity Reference', {'appointment': appointment.name}) + elif fee_validity.status == 'Completed': + return + else: + fee_validity.visited += 1 + fee_validity.append('ref_appointments', { + 'appointment': appointment.name + }) + fee_validity.save(ignore_permissions=True) else: - fee_validity = create_fee_validity(appointment_doc.practitioner, appointment_doc.patient, appointment_doc.appointment_date, ref_invoice) - visited = fee_validity.visited + fee_validity = create_fee_validity(appointment) + return fee_validity - # Mark All Patient Appointment invoiced = True in the validity range do not cross the max visit - if (method == "on_cancel"): - invoiced = True - else: - invoiced = False - patient_appointments = appointments_valid_in_fee_validity(appointment_doc, invoiced) - if patient_appointments and fee_validity: - visit = visited - for appointment in patient_appointments: - if (method == "on_cancel" and appointment.status != "Closed"): - if ref_invoice == fee_validity.ref_invoice: - visited = visited - 1 - if visited < 0: - visited = 0 - frappe.db.set_value("Fee Validity", fee_validity.name, "visited", visited) - frappe.db.set_value("Patient Appointment", appointment.name, "invoiced", False) - manage_doc_for_appoitnment("Patient Encounter", appointment.name, False) - elif method == "on_submit" and int(fee_validity.max_visit) > visit: - if ref_invoice == fee_validity.ref_invoice: - visited = visited + 1 - frappe.db.set_value("Fee Validity", fee_validity.name, "visited", visited) - frappe.db.set_value("Patient Appointment", appointment.name, "invoiced", True) - manage_doc_for_appoitnment("Patient Encounter", appointment.name, True) - if ref_invoice == fee_validity.ref_invoice: - visit = visit + 1 - - if method == "on_cancel": - ref_invoice_in_fee_validity = frappe.db.get_value("Fee Validity", fee_validity.name, 'ref_invoice') - if ref_invoice_in_fee_validity == ref_invoice: - frappe.delete_doc("Fee Validity", fee_validity.name) - -def appointments_valid_in_fee_validity(appointment, invoiced): - valid_days = frappe.db.get_value("Healthcare Settings", None, "valid_days") - max_visit = frappe.db.get_value("Healthcare Settings", None, "max_visit") - if int(max_visit) < 1: - max_visit = 1 - valid_days_date = add_days(getdate(appointment.appointment_date), int(valid_days)) - return frappe.get_list("Patient Appointment",{'patient': appointment.patient, 'invoiced': invoiced, - 'appointment_date':("<=", valid_days_date), 'appointment_date':(">=", getdate(appointment.appointment_date)), - 'practitioner': appointment.practitioner}, order_by="appointment_date", limit=int(max_visit)-1) - -def manage_doc_for_appoitnment(dt_from_appointment, appointment, invoiced): - dn_from_appointment = frappe.db.exists( +def manage_doc_for_appointment(dt_from_appointment, appointment, invoiced): + dn_from_appointment = frappe.db.get_value( dt_from_appointment, - { - "appointment": appointment - } + filters={'appointment': appointment} ) if dn_from_appointment: - frappe.db.set_value(dt_from_appointment, dn_from_appointment, "invoiced", invoiced) + frappe.db.set_value(dt_from_appointment, dn_from_appointment, 'invoiced', invoiced) + @frappe.whitelist() def get_drugs_to_invoice(encounter): - encounter = frappe.get_doc("Patient Encounter", encounter) + encounter = frappe.get_doc('Patient Encounter', encounter) if encounter: - patient = frappe.get_doc("Patient", encounter.patient) - if patient and patient.customer: - item_to_invoice = [] + patient = frappe.get_doc('Patient', encounter.patient) + if patient: + if patient.customer: + items_to_invoice = [] for drug_line in encounter.drug_prescription: if drug_line.drug_code: qty = 1 - if frappe.db.get_value("Item", drug_line.drug_code, "stock_uom") == "Nos": + if frappe.db.get_value('Item', drug_line.drug_code, 'stock_uom') == 'Nos': qty = drug_line.get_quantity() - description = False - if drug_line.dosage: - description = drug_line.dosage - if description and drug_line.period: - description += " for "+drug_line.period - if not description: - description = "" - item_to_invoice.append({'drug_code': drug_line.drug_code, 'quantity': qty, - 'description': description}) - return item_to_invoice + + description = '' + if drug_line.dosage and drug_line.period: + description = _('{0} for {1}').format(drug_line.dosage, drug_line.period) + + items_to_invoice.append({ + 'drug_code': drug_line.drug_code, + 'quantity': qty, + 'description': description + }) + return items_to_invoice + else: + validate_customer_created(patient) + @frappe.whitelist() def get_children(doctype, parent, company, is_root=False): - parent_fieldname = 'parent_' + doctype.lower().replace(' ', '_') + parent_fieldname = "parent_" + doctype.lower().replace(" ", "_") fields = [ - 'name as value', - 'is_group as expandable', - 'lft', - 'rgt' + "name as value", + "is_group as expandable", + "lft", + "rgt" ] - # fields = [ 'name', 'is_group', 'lft', 'rgt' ] - filters = [['ifnull(`{0}`,"")'.format(parent_fieldname), '=', '' if is_root else parent]] + # fields = [ "name", "is_group", "lft", "rgt" ] + filters = [["ifnull(`{0}`,'')".format(parent_fieldname), "=", "" if is_root else parent]] if is_root: - fields += ['service_unit_type'] if doctype == 'Healthcare Service Unit' else [] - filters.append(['company', '=', company]) + fields += ["service_unit_type"] if doctype == "Healthcare Service Unit" else [] + filters.append(["company", "=", company]) else: - fields += ['service_unit_type', 'allow_appointments', 'inpatient_occupancy', 'occupancy_status'] if doctype == 'Healthcare Service Unit' else [] - fields += [parent_fieldname + ' as parent'] + fields += ["service_unit_type", "allow_appointments", "inpatient_occupancy", "occupancy_status"] if doctype == "Healthcare Service Unit" else [] + fields += [parent_fieldname + " as parent"] hc_service_units = frappe.get_list(doctype, fields=fields, filters=filters) - if doctype == 'Healthcare Service Unit': + if doctype == "Healthcare Service Unit": for each in hc_service_units: occupancy_msg = "" - if each['expandable'] == 1: + if each["expandable"] == 1: occupied = False vacant = False - child_list = frappe.db.sql(""" - select name, occupancy_status from `tabHealthcare Service Unit` - where inpatient_occupancy = 1 and - lft > %s and rgt < %s""", - (each['lft'], each['rgt'])) + child_list = frappe.db.sql( + ''' + SELECT + name, occupancy_status + FROM + `tabHealthcare Service Unit` + WHERE + inpatient_occupancy = 1 + and lft > %s and rgt < %s + ''', (each['lft'], each['rgt'])) + for child in child_list: if not occupied: occupied = 0 @@ -425,39 +499,44 @@ def get_children(doctype, parent, company, is_root=False): if child[1] == "Vacant": vacant += 1 if vacant and occupied: - occupancy_total = vacant+occupied + occupancy_total = vacant + occupied occupancy_msg = str(occupied) + " Occupied out of " + str(occupancy_total) each["occupied_out_of_vacant"] = occupancy_msg return hc_service_units + @frappe.whitelist() def get_patient_vitals(patient, from_date=None, to_date=None): if not patient: return - vitals = frappe.db.sql("""select * from `tabVital Signs` where \ - docstatus=1 and patient=%s order by signs_date, signs_time""", \ - (patient), as_dict=1) - if vitals and vitals[0]: + + vitals = frappe.db.get_all('Vital Signs', { + 'docstatus': 1, + 'patient': patient + }, order_by='signs_date, signs_time') + + if len(vitals): return vitals - else: - return False + return False + @frappe.whitelist() def render_docs_as_html(docs): # docs key value pair {doctype: docname} docs_html = "
" for doc in docs: - docs_html += render_doc_as_html(doc['doctype'], doc['docname'])['html'] + "
" + docs_html += render_doc_as_html(doc['doctype'], doc['docname'])['html'] + '
' return {'html': docs_html} + @frappe.whitelist() def render_doc_as_html(doctype, docname, exclude_fields = []): #render document as html, three column layout will break doc = frappe.get_doc(doctype, docname) meta = frappe.get_meta(doctype) doc_html = "
" - section_html = "" - section_label = "" - html = "" + section_html = '' + section_label = '' + html = '' sec_on = False col_on = 0 has_data = False @@ -476,8 +555,8 @@ def render_doc_as_html(doctype, docname, exclude_fields = []): sec_on = True has_data= False col_on = 0 - section_html = "" - html = "" + section_html = '' + html = '' if df.label: section_label = df.label continue @@ -493,19 +572,19 @@ def render_doc_as_html(doctype, docname, exclude_fields = []): d-6 col-sm-6'>" + html + "
" elif sec_on and not col_on: section_html += "
" - html = "" + html = '' col_on += 1 if df.label: html += '
' + df.label continue #on table iterate in items and create table based on in_list_view, append to section html or doc html - if df.fieldtype == "Table": + if df.fieldtype == 'Table': items = doc.get(df.fieldname) if not items: continue child_meta = frappe.get_meta(df.options) if not has_data : has_data = True - table_head = "" - table_row = "" + table_head = '' + table_row = '' create_head = True for item in items: table_row += '' @@ -521,24 +600,24 @@ def render_doc_as_html(doctype, docname, exclude_fields = []): create_head = False table_row += '' if sec_on: - section_html += '' + table_head + table_row + '
' + section_html += "" + table_head + table_row + '
' else: - html += '' \ - + table_head + table_row + '
' + html += "" \ + + table_head + table_row + "
" continue #on other field types add label and value to html if not df.hidden and not df.print_hide and doc.get(df.fieldname) and df.fieldname not in exclude_fields: - html += "
{0} : {1}".format(df.label or df.fieldname, \ + html += '
{0} : {1}'.format(df.label or df.fieldname, \ doc.get(df.fieldname)) if not has_data : has_data = True if sec_on and col_on and has_data: - doc_html += section_html + html + "
" + doc_html += section_html + html + '
' elif sec_on and not col_on and has_data: doc_html += "
" \ - + section_html + html +"
" + + section_html + html +'
' if doc_html: - doc_html = "
" %(doctype, docname) + doc_html + "
" + doc_html = "
" %(doctype, docname) + doc_html + '
' return {'html': doc_html} diff --git a/erpnext/healthcare/web_form/patient_registration/__init__.py b/erpnext/healthcare/web_form/patient_registration/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/healthcare/web_form/patient_registration/patient_registration.js b/erpnext/healthcare/web_form/patient_registration/patient_registration.js new file mode 100644 index 00000000000..7da3f1fb41c --- /dev/null +++ b/erpnext/healthcare/web_form/patient_registration/patient_registration.js @@ -0,0 +1,3 @@ +frappe.ready(function() { + // bind events here +}); \ No newline at end of file diff --git a/erpnext/healthcare/web_form/patient_registration/patient_registration.json b/erpnext/healthcare/web_form/patient_registration/patient_registration.json new file mode 100644 index 00000000000..9ed92de16f5 --- /dev/null +++ b/erpnext/healthcare/web_form/patient_registration/patient_registration.json @@ -0,0 +1,397 @@ +{ + "accept_payment": 0, + "allow_comments": 0, + "allow_delete": 0, + "allow_edit": 1, + "allow_incomplete": 0, + "allow_multiple": 0, + "allow_print": 0, + "amount": 0.0, + "amount_based_on_field": 0, + "button_label": "Register", + "creation": "2020-03-03 01:01:16.250607", + "currency": "INR", + "doc_type": "Patient", + "docstatus": 0, + "doctype": "Web Form", + "idx": 0, + "introduction_text": "", + "is_standard": 1, + "login_required": 0, + "max_attachment_size": 0, + "modified": "2020-03-26 17:25:15.361918", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "patient-registration", + "owner": "Administrator", + "payment_button_label": "Buy Now", + "published": 1, + "route": "patient-registration", + "route_to_success_link": 0, + "show_attachments": 0, + "show_in_grid": 0, + "show_sidebar": 1, + "sidebar_items": [], + "success_message": "Registration Successfully. Thank You!", + "success_url": "/patient-registration", + "title": "Patient Registration", + "web_form_fields": [ + { + "allow_read_on_all_link_options": 0, + "fieldname": "basic_info", + "fieldtype": "Section Break", + "hidden": 0, + "label": "Patient Demographics", + "max_length": 0, + "max_value": 0, + "options": "fa fa-user", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "first_name", + "fieldtype": "Data", + "hidden": 0, + "label": "First Name", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 1, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "middle_name", + "fieldtype": "Data", + "hidden": 0, + "label": "Middle Name (optional)", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "last_name", + "fieldtype": "Data", + "hidden": 0, + "label": "Last Name", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 1, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "sex", + "fieldtype": "Link", + "hidden": 0, + "label": "Gender", + "max_length": 0, + "max_value": 0, + "options": "Gender", + "read_only": 0, + "reqd": 1, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "blood_group", + "fieldtype": "Select", + "hidden": 0, + "label": "Blood Group", + "max_length": 0, + "max_value": 0, + "options": "\nA Positive\nA Negative\nAB Positive\nAB Negative\nB Positive\nB Negative\nO Positive\nO Negative", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "", + "fieldtype": "Column Break", + "hidden": 0, + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "dob", + "fieldtype": "Date", + "hidden": 0, + "label": "Date of birth", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "mobile", + "fieldtype": "Data", + "hidden": 0, + "label": "Mobile", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "email", + "fieldtype": "Data", + "hidden": 0, + "label": "Email", + "max_length": 0, + "max_value": 0, + "options": "Email", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "phone", + "fieldtype": "Data", + "hidden": 0, + "label": "Phone", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "", + "fieldtype": "Section Break", + "hidden": 0, + "label": "Personal Details", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "occupation", + "fieldtype": "Data", + "hidden": 0, + "label": "Occupation", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "", + "fieldtype": "Column Break", + "hidden": 0, + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "marital_status", + "fieldtype": "Select", + "hidden": 0, + "label": "Marital Status", + "max_length": 0, + "max_value": 0, + "options": "\nSingle\nMarried\nDivorced\nWidow", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "allergy_medical_and_surgical_history", + "fieldtype": "Section Break", + "hidden": 0, + "label": "Allergies, Medical and Surgical History", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "allergies", + "fieldtype": "Small Text", + "hidden": 0, + "label": "Allergies", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "medication", + "fieldtype": "Small Text", + "hidden": 0, + "label": "Medication", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "column_break_20", + "fieldtype": "Column Break", + "hidden": 0, + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "medical_history", + "fieldtype": "Small Text", + "hidden": 0, + "label": "Medical History", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "surgical_history", + "fieldtype": "Small Text", + "hidden": 0, + "label": "Surgical History", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "risk_factors", + "fieldtype": "Section Break", + "hidden": 0, + "label": "Risk Factors", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "default": "0", + "fieldname": "tobacco_past_use", + "fieldtype": "Check", + "hidden": 0, + "label": "Check if you have a history of Tobacco Consumption", + "max_length": 0, + "max_value": 0, + "options": "", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "default": "0", + "fieldname": "tobacco_current_use", + "fieldtype": "Check", + "hidden": 0, + "label": "Check if you consume Tobacco", + "max_length": 0, + "max_value": 0, + "options": "", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "default": "0", + "fieldname": "alcohol_past_use", + "fieldtype": "Check", + "hidden": 0, + "label": "Check if you have a history of Alcohol Consumption", + "max_length": 0, + "max_value": 0, + "options": "", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "default": "0", + "fieldname": "alcohol_current_use", + "fieldtype": "Check", + "hidden": 0, + "label": "Check if you consume Alcohol", + "max_length": 0, + "max_value": 0, + "options": "", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "column_break_32", + "fieldtype": "Column Break", + "hidden": 0, + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "surrounding_factors", + "fieldtype": "Small Text", + "hidden": 0, + "label": "Occupational Hazards and Environmental Factors", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "other_risk_factors", + "fieldtype": "Small Text", + "hidden": 0, + "label": "Other Risk Factors", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + } + ] +} \ No newline at end of file diff --git a/erpnext/healthcare/web_form/patient_registration/patient_registration.py b/erpnext/healthcare/web_form/patient_registration/patient_registration.py new file mode 100644 index 00000000000..1bc4d1874c8 --- /dev/null +++ b/erpnext/healthcare/web_form/patient_registration/patient_registration.py @@ -0,0 +1,5 @@ +from __future__ import unicode_literals + +def get_context(context): + # do your magic here + pass diff --git a/erpnext/hooks.py b/erpnext/hooks.py index 54f1a1e452e..e6f6c8e47a4 100644 --- a/erpnext/hooks.py +++ b/erpnext/hooks.py @@ -55,12 +55,8 @@ treeviews = ['Account', 'Cost Center', 'Warehouse', 'Item Group', 'Customer Grou update_website_context = ["erpnext.shopping_cart.utils.update_website_context", "erpnext.education.doctype.education_settings.education_settings.update_website_context"] my_account_context = "erpnext.shopping_cart.utils.update_my_account_context" -email_append_to = ["Job Applicant", "Lead", "Opportunity", "Issue"] - calendars = ["Task", "Work Order", "Leave Application", "Sales Order", "Holiday List", "Course Schedule"] - - domains = { 'Agriculture': 'erpnext.domains.agriculture', 'Distribution': 'erpnext.domains.distribution', @@ -243,7 +239,7 @@ doc_events = { "on_trash": "erpnext.regional.check_deletion_permission" }, "Payment Entry": { - "on_submit": ["erpnext.regional.create_transaction_log", "erpnext.accounts.doctype.payment_request.payment_request.make_status_as_paid"], + "on_submit": ["erpnext.regional.create_transaction_log", "erpnext.accounts.doctype.payment_request.payment_request.update_payment_req_status"], "on_trash": "erpnext.regional.check_deletion_permission" }, 'Address': { @@ -273,7 +269,9 @@ auto_cancel_exempted_doctypes= [ scheduler_events = { "all": [ - "erpnext.projects.doctype.project.project.project_status_update_reminder" + "erpnext.projects.doctype.project.project.project_status_update_reminder", + "erpnext.healthcare.doctype.patient_appointment.patient_appointment.send_appointment_reminder", + "erpnext.crm.doctype.social_media_post.social_media_post.process_scheduled_social_media_posts" ], "hourly": [ 'erpnext.hr.doctype.daily_work_summary_group.daily_work_summary_group.trigger_emails', @@ -308,21 +306,22 @@ scheduler_events = { "erpnext.support.doctype.service_level_agreement.service_level_agreement.check_agreement_status", "erpnext.crm.doctype.email_campaign.email_campaign.send_email_to_leads_or_contacts", "erpnext.crm.doctype.email_campaign.email_campaign.set_email_campaign_status", - "erpnext.selling.doctype.quotation.quotation.set_expired_status" + "erpnext.selling.doctype.quotation.quotation.set_expired_status", + "erpnext.healthcare.doctype.patient_appointment.patient_appointment.update_appointment_status" ], "daily_long": [ "erpnext.setup.doctype.email_digest.email_digest.send", "erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool.update_latest_price_in_all_boms", "erpnext.hr.doctype.leave_ledger_entry.leave_ledger_entry.process_expired_allocation", "erpnext.hr.utils.generate_leave_encashment", - "erpnext.loan_management.doctype.loan_security_shortfall.loan_security_shortfall.check_for_ltv_shortfall", - "erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual.make_accrual_interest_entry_for_term_loans" + "erpnext.loan_management.doctype.loan_security_shortfall.loan_security_shortfall.create_process_loan_security_shortfall", + "erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual.process_loan_interest_accrual_for_term_loans" ], "monthly_long": [ "erpnext.accounts.deferred_revenue.convert_deferred_revenue_to_income", "erpnext.accounts.deferred_revenue.convert_deferred_expense_to_expense", "erpnext.hr.utils.allocate_earned_leaves", - "erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual.process_loan_interest_accrual" + "erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual.process_loan_interest_accrual_for_demand_loans" ] } @@ -349,6 +348,8 @@ get_site_info = 'erpnext.utilities.get_site_info' payment_gateway_enabled = "erpnext.accounts.utils.create_payment_gateway_account" +communication_doctypes = ["Customer", "Supplier"] + regional_overrides = { 'France': { 'erpnext.tests.test_regional.test_method': 'erpnext.regional.france.utils.test_method' diff --git a/erpnext/hr/desk_page/hr/hr.json b/erpnext/hr/desk_page/hr/hr.json index ec38ef078d4..743aa232391 100644 --- a/erpnext/hr/desk_page/hr/hr.json +++ b/erpnext/hr/desk_page/hr/hr.json @@ -1,66 +1,79 @@ { "cards": [ { - "links": "[\n {\n \"label\": \"Employee\",\n \"name\": \"Employee\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Employment Type\",\n \"name\": \"Employment Type\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Branch\",\n \"name\": \"Branch\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Department\",\n \"name\": \"Department\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Designation\",\n \"name\": \"Designation\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Employee Grade\",\n \"name\": \"Employee Grade\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Group\",\n \"name\": \"Employee Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Employee Health Insurance\",\n \"name\": \"Employee Health Insurance\",\n \"type\": \"doctype\"\n }\n]", - "title": "Employee" + "hidden": 0, + "label": "Employee", + "links": "[\n {\n \"label\": \"Employee\",\n \"name\": \"Employee\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Employment Type\",\n \"name\": \"Employment Type\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Branch\",\n \"name\": \"Branch\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Department\",\n \"name\": \"Department\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Designation\",\n \"name\": \"Designation\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Employee Grade\",\n \"name\": \"Employee Grade\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Group\",\n \"name\": \"Employee Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Employee Health Insurance\",\n \"name\": \"Employee Health Insurance\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"Job Applicant\"\n ],\n \"label\": \"Employee Onboarding\",\n \"name\": \"Employee Onboarding\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Skill Map\",\n \"name\": \"Employee Skill Map\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Promotion\",\n \"name\": \"Employee Promotion\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Transfer\",\n \"name\": \"Employee Transfer\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Separation\",\n \"name\": \"Employee Separation\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Onboarding Template\",\n \"name\": \"Employee Onboarding Template\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Separation Template\",\n \"name\": \"Employee Separation Template\",\n \"type\": \"doctype\"\n }\n]", - "title": "Employee Lifecycle" + "hidden": 0, + "label": "Employee Lifecycle", + "links": "[\n {\n \"dependencies\": [\n \"Job Applicant\"\n ],\n \"label\": \"Employee Onboarding\",\n \"name\": \"Employee Onboarding\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Skill Map\",\n \"name\": \"Employee Skill Map\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Promotion\",\n \"name\": \"Employee Promotion\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Transfer\",\n \"name\": \"Employee Transfer\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Separation\",\n \"name\": \"Employee Separation\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Onboarding Template\",\n \"name\": \"Employee Onboarding Template\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Separation Template\",\n \"name\": \"Employee Separation Template\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Shift Type\",\n \"name\": \"Shift Type\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Shift Request\",\n \"name\": \"Shift Request\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Shift Assignment\",\n \"name\": \"Shift Assignment\",\n \"type\": \"doctype\"\n }\n]", - "title": "Shift Management" + "hidden": 0, + "label": "Shift Management", + "links": "[\n {\n \"label\": \"Shift Type\",\n \"name\": \"Shift Type\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Shift Request\",\n \"name\": \"Shift Request\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Shift Assignment\",\n \"name\": \"Shift Assignment\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Leave Application\",\n \"name\": \"Leave Application\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Leave Allocation\",\n \"name\": \"Leave Allocation\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Leave Type\"\n ],\n \"label\": \"Leave Policy\",\n \"name\": \"Leave Policy\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Leave Period\",\n \"name\": \"Leave Period\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Leave Type\",\n \"name\": \"Leave Type\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Holiday List\",\n \"name\": \"Holiday List\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Compensatory Leave Request\",\n \"name\": \"Compensatory Leave Request\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Leave Encashment\",\n \"name\": \"Leave Encashment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Leave Block List\",\n \"name\": \"Leave Block List\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Leave Application\"\n ],\n \"doctype\": \"Leave Application\",\n \"is_query_report\": true,\n \"label\": \"Employee Leave Balance\",\n \"name\": \"Employee Leave Balance\",\n \"type\": \"report\"\n }\n]", - "title": "Leaves" + "hidden": 0, + "label": "Leaves", + "links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Leave Application\",\n \"name\": \"Leave Application\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Leave Allocation\",\n \"name\": \"Leave Allocation\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Leave Type\"\n ],\n \"label\": \"Leave Policy\",\n \"name\": \"Leave Policy\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Leave Period\",\n \"name\": \"Leave Period\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Leave Type\",\n \"name\": \"Leave Type\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Holiday List\",\n \"name\": \"Holiday List\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Compensatory Leave Request\",\n \"name\": \"Compensatory Leave Request\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Leave Encashment\",\n \"name\": \"Leave Encashment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Leave Block List\",\n \"name\": \"Leave Block List\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Leave Application\"\n ],\n \"doctype\": \"Leave Application\",\n \"is_query_report\": true,\n \"label\": \"Employee Leave Balance\",\n \"name\": \"Employee Leave Balance\",\n \"type\": \"report\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Salary Structure\",\n \"name\": \"Salary Structure\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Salary Structure\",\n \"Employee\"\n ],\n \"label\": \"Salary Structure Assignment\",\n \"name\": \"Salary Structure Assignment\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Payroll Entry\",\n \"name\": \"Payroll Entry\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Salary Slip\",\n \"name\": \"Salary Slip\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Payroll Period\",\n \"name\": \"Payroll Period\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Salary Component\",\n \"name\": \"Salary Component\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Additional Salary\",\n \"name\": \"Additional Salary\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Retention Bonus\",\n \"name\": \"Retention Bonus\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Incentive\",\n \"name\": \"Employee Incentive\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Salary Slip\"\n ],\n \"doctype\": \"Salary Slip\",\n \"is_query_report\": true,\n \"label\": \"Salary Register\",\n \"name\": \"Salary Register\",\n \"type\": \"report\"\n }\n]", - "title": "Payroll" + "hidden": 0, + "label": "Payroll", + "links": "[\n {\n \"label\": \"Salary Structure\",\n \"name\": \"Salary Structure\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Salary Structure\",\n \"Employee\"\n ],\n \"label\": \"Salary Structure Assignment\",\n \"name\": \"Salary Structure Assignment\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Payroll Entry\",\n \"name\": \"Payroll Entry\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Salary Slip\",\n \"name\": \"Salary Slip\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Payroll Period\",\n \"name\": \"Payroll Period\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Salary Component\",\n \"name\": \"Salary Component\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Additional Salary\",\n \"name\": \"Additional Salary\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Retention Bonus\",\n \"name\": \"Retention Bonus\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Incentive\",\n \"name\": \"Employee Incentive\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Salary Slip\"\n ],\n \"doctype\": \"Salary Slip\",\n \"is_query_report\": true,\n \"label\": \"Salary Register\",\n \"name\": \"Salary Register\",\n \"type\": \"report\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"hide_count\": true,\n \"label\": \"Employee Attendance Tool\",\n \"name\": \"Employee Attendance Tool\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Attendance\",\n \"name\": \"Attendance\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Attendance Request\",\n \"name\": \"Attendance Request\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"hide_count\": true,\n \"label\": \"Upload Attendance\",\n \"name\": \"Upload Attendance\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"hide_count\": true,\n \"label\": \"Employee Checkin\",\n \"name\": \"Employee Checkin\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Attendance\"\n ],\n \"doctype\": \"Attendance\",\n \"is_query_report\": true,\n \"label\": \"Monthly Attendance Sheet\",\n \"name\": \"Monthly Attendance Sheet\",\n \"type\": \"report\"\n }\n]", - "title": "Attendance" + "hidden": 0, + "label": "Attendance", + "links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"hide_count\": true,\n \"label\": \"Employee Attendance Tool\",\n \"name\": \"Employee Attendance Tool\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Attendance\",\n \"name\": \"Attendance\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Attendance Request\",\n \"name\": \"Attendance Request\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"hide_count\": true,\n \"label\": \"Upload Attendance\",\n \"name\": \"Upload Attendance\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"hide_count\": true,\n \"label\": \"Employee Checkin\",\n \"name\": \"Employee Checkin\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Attendance\"\n ],\n \"doctype\": \"Attendance\",\n \"is_query_report\": true,\n \"label\": \"Monthly Attendance Sheet\",\n \"name\": \"Monthly Attendance Sheet\",\n \"type\": \"report\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Expense Claim\",\n \"name\": \"Expense Claim\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Advance\",\n \"name\": \"Employee Advance\",\n \"type\": \"doctype\"\n }\n]", - "title": "Expense Claims" + "hidden": 0, + "label": "Expense Claims", + "links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Expense Claim\",\n \"name\": \"Expense Claim\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Advance\",\n \"name\": \"Employee Advance\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-cog", - "links": "[\n {\n \"label\": \"HR Settings\",\n \"name\": \"HR Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Daily Work Summary Group\",\n \"name\": \"Daily Work Summary Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Team Updates\",\n \"name\": \"team-updates\",\n \"type\": \"page\"\n }\n]", - "title": "Settings" + "hidden": 0, + "label": "Settings", + "links": "[\n {\n \"label\": \"HR Settings\",\n \"name\": \"HR Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Daily Work Summary Group\",\n \"name\": \"Daily Work Summary Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Team Updates\",\n \"name\": \"team-updates\",\n \"type\": \"page\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Vehicle\",\n \"name\": \"Vehicle\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Vehicle Log\",\n \"name\": \"Vehicle Log\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Vehicle\"\n ],\n \"doctype\": \"Vehicle\",\n \"is_query_report\": true,\n \"label\": \"Vehicle Expenses\",\n \"name\": \"Vehicle Expenses\",\n \"type\": \"report\"\n }\n]", - "title": "Fleet Management" + "hidden": 0, + "label": "Fleet Management", + "links": "[\n {\n \"label\": \"Vehicle\",\n \"name\": \"Vehicle\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Vehicle Log\",\n \"name\": \"Vehicle Log\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Vehicle\"\n ],\n \"doctype\": \"Vehicle\",\n \"is_query_report\": true,\n \"label\": \"Vehicle Expenses\",\n \"name\": \"Vehicle Expenses\",\n \"type\": \"report\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Job Opening\",\n \"name\": \"Job Opening\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Job Applicant\",\n \"name\": \"Job Applicant\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Job Offer\",\n \"name\": \"Job Offer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Staffing Plan\",\n \"name\": \"Staffing Plan\",\n \"type\": \"doctype\"\n }\n]", - "title": "Recruitment" + "hidden": 0, + "label": "Recruitment", + "links": "[\n {\n \"label\": \"Job Opening\",\n \"name\": \"Job Opening\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Job Applicant\",\n \"name\": \"Job Applicant\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Job Offer\",\n \"name\": \"Job Offer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Staffing Plan\",\n \"name\": \"Staffing Plan\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n }\n]", - "title": "Loans" + "hidden": 0, + "label": "Loans", + "links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Training Program\",\n \"name\": \"Training Program\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Training Event\",\n \"name\": \"Training Event\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Training Result\",\n \"name\": \"Training Result\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Training Feedback\",\n \"name\": \"Training Feedback\",\n \"type\": \"doctype\"\n }\n]", - "title": "Training" + "hidden": 0, + "label": "Training", + "links": "[\n {\n \"label\": \"Training Program\",\n \"name\": \"Training Program\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Training Event\",\n \"name\": \"Training Event\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Training Result\",\n \"name\": \"Training Result\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Training Feedback\",\n \"name\": \"Training Feedback\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-list", - "links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"doctype\": \"Employee\",\n \"is_query_report\": true,\n \"label\": \"Employee Birthday\",\n \"name\": \"Employee Birthday\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"doctype\": \"Employee\",\n \"is_query_report\": true,\n \"label\": \"Employees working on a holiday\",\n \"name\": \"Employees working on a holiday\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"doctype\": \"Employee\",\n \"is_query_report\": true,\n \"label\": \"Department Analytics\",\n \"name\": \"Department Analytics\",\n \"type\": \"report\"\n }\n]", - "title": "Reports" + "hidden": 0, + "label": "Reports", + "links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"doctype\": \"Employee\",\n \"is_query_report\": true,\n \"label\": \"Employee Birthday\",\n \"name\": \"Employee Birthday\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"doctype\": \"Employee\",\n \"is_query_report\": true,\n \"label\": \"Employees working on a holiday\",\n \"name\": \"Employees working on a holiday\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"doctype\": \"Employee\",\n \"is_query_report\": true,\n \"label\": \"Department Analytics\",\n \"name\": \"Department Analytics\",\n \"type\": \"report\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Appraisal\",\n \"name\": \"Appraisal\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Appraisal Template\",\n \"name\": \"Appraisal Template\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Energy Point Rule\",\n \"name\": \"Energy Point Rule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Energy Point Log\",\n \"name\": \"Energy Point Log\",\n \"type\": \"doctype\"\n }\n]", - "title": "Performance" + "hidden": 0, + "label": "Performance", + "links": "[\n {\n \"label\": \"Appraisal\",\n \"name\": \"Appraisal\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Appraisal Template\",\n \"name\": \"Appraisal Template\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Energy Point Rule\",\n \"name\": \"Energy Point Rule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Energy Point Log\",\n \"name\": \"Energy Point Log\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Tax Exemption Declaration\",\n \"name\": \"Employee Tax Exemption Declaration\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Tax Exemption Proof Submission\",\n \"name\": \"Employee Tax Exemption Proof Submission\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Benefit Application\",\n \"name\": \"Employee Benefit Application\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Benefit Claim\",\n \"name\": \"Employee Benefit Claim\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Tax Exemption Category\",\n \"name\": \"Employee Tax Exemption Category\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Tax Exemption Sub Category\",\n \"name\": \"Employee Tax Exemption Sub Category\",\n \"type\": \"doctype\"\n }\n]", - "title": "Employee Tax and Benefits" + "hidden": 0, + "label": "Employee Tax and Benefits", + "links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Tax Exemption Declaration\",\n \"name\": \"Employee Tax Exemption Declaration\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Tax Exemption Proof Submission\",\n \"name\": \"Employee Tax Exemption Proof Submission\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Benefit Application\",\n \"name\": \"Employee Benefit Application\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Benefit Claim\",\n \"name\": \"Employee Benefit Claim\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Tax Exemption Category\",\n \"name\": \"Employee Tax Exemption Category\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Tax Exemption Sub Category\",\n \"name\": \"Employee Tax Exemption Sub Category\",\n \"type\": \"doctype\"\n }\n]" } ], "category": "Modules", @@ -75,7 +88,7 @@ "idx": 0, "is_standard": 1, "label": "HR", - "modified": "2020-03-12 16:30:35.211246", + "modified": "2020-04-01 11:28:50.860012", "modified_by": "Administrator", "module": "HR", "name": "HR", @@ -85,37 +98,37 @@ "shortcuts": [ { "format": "{} Active", - "is_query_report": 0, + "label": "Employee", "link_to": "Employee", "stats_filter": "{\"status\":\"Active\"}", "type": "DocType" }, { "format": "{} Unpaid", - "is_query_report": 0, + "label": "Expense Claim", "link_to": "Expense Claim", "stats_filter": "{\"approval_status\":\"Draft\"}", "type": "DocType" }, { "format": "{} Open", - "is_query_report": 0, + "label": "Job Applicant", "link_to": "Job Applicant", "stats_filter": "{\n \"status\": \"Open\"\n}", "type": "DocType" }, { - "is_query_report": 0, + "label": "Salary Structure", "link_to": "Salary Structure", "type": "DocType" }, { - "is_query_report": 0, + "label": "Leave Application", "link_to": "Leave Application", "type": "DocType" }, { - "is_query_report": 0, + "label": "Salary Register", "link_to": "Salary Register", "type": "Report" } diff --git a/erpnext/hr/doctype/attendance/attendance.json b/erpnext/hr/doctype/attendance/attendance.json index eaca9f6ebe5..906f6f77f21 100644 --- a/erpnext/hr/doctype/attendance/attendance.json +++ b/erpnext/hr/doctype/attendance/attendance.json @@ -87,11 +87,12 @@ "search_index": 1 }, { - "depends_on": "eval:doc.status==\"On Leave\"", + "depends_on": "eval:in_list([\"On Leave\", \"Half Day\"], doc.status)", "fieldname": "leave_type", "fieldtype": "Link", "in_standard_filter": 1, "label": "Leave Type", + "mandatory_depends_on": "eval:in_list([\"On Leave\", \"Half Day\"], doc.status)", "oldfieldname": "leave_type", "oldfieldtype": "Link", "options": "Leave Type" @@ -100,6 +101,7 @@ "fieldname": "leave_application", "fieldtype": "Link", "label": "Leave Application", + "no_copy": 1, "options": "Leave Application", "read_only": 1 }, @@ -175,7 +177,8 @@ "icon": "fa fa-ok", "idx": 1, "is_submittable": 1, - "modified": "2020-02-19 14:25:32.945842", + "links": [], + "modified": "2020-04-11 11:40:14.319496", "modified_by": "Administrator", "module": "HR", "name": "Attendance", diff --git a/erpnext/hr/doctype/attendance/attendance.py b/erpnext/hr/doctype/attendance/attendance.py index 9e965dbc392..b6c80655c2e 100644 --- a/erpnext/hr/doctype/attendance/attendance.py +++ b/erpnext/hr/doctype/attendance/attendance.py @@ -7,33 +7,15 @@ import frappe from frappe.utils import getdate, nowdate from frappe import _ from frappe.model.document import Document -from frappe.utils import cstr, get_datetime, get_datetime_str -from frappe.utils import update_progress_bar +from frappe.utils import cstr, get_datetime, formatdate class Attendance(Document): - def validate_duplicate_record(self): - res = frappe.db.sql("""select name from `tabAttendance` where employee = %s and attendance_date = %s - and name != %s and docstatus != 2""", - (self.employee, getdate(self.attendance_date), self.name)) - if res: - frappe.throw(_("Attendance for employee {0} is already marked").format(self.employee)) - - def check_leave_record(self): - leave_record = frappe.db.sql("""select leave_type, half_day, half_day_date from `tabLeave Application` - where employee = %s and %s between from_date and to_date and status = 'Approved' - and docstatus = 1""", (self.employee, self.attendance_date), as_dict=True) - if leave_record: - for d in leave_record: - if d.half_day_date == getdate(self.attendance_date): - self.status = 'Half Day' - frappe.msgprint(_("Employee {0} on Half day on {1}").format(self.employee, self.attendance_date)) - else: - self.status = 'On Leave' - self.leave_type = d.leave_type - frappe.msgprint(_("Employee {0} is on Leave on {1}").format(self.employee, self.attendance_date)) - - if self.status == "On Leave" and not leave_record: - frappe.throw(_("No leave record found for employee {0} for {1}").format(self.employee, self.attendance_date)) + def validate(self): + from erpnext.controllers.status_updater import validate_status + validate_status(self.status, ["Present", "Absent", "On Leave", "Half Day", "Work From Home"]) + self.validate_attendance_date() + self.validate_duplicate_record() + self.check_leave_record() def validate_attendance_date(self): date_of_joining = frappe.db.get_value("Employee", self.employee, "date_of_joining") @@ -44,19 +26,52 @@ class Attendance(Document): elif date_of_joining and getdate(self.attendance_date) < getdate(date_of_joining): frappe.throw(_("Attendance date can not be less than employee's joining date")) + def validate_duplicate_record(self): + res = frappe.db.sql(""" + select name from `tabAttendance` + where employee = %s + and attendance_date = %s + and name != %s + and docstatus != 2 + """, (self.employee, getdate(self.attendance_date), self.name)) + if res: + frappe.throw(_("Attendance for employee {0} is already marked").format(self.employee)) + + def check_leave_record(self): + leave_record = frappe.db.sql(""" + select leave_type, half_day, half_day_date + from `tabLeave Application` + where employee = %s + and %s between from_date and to_date + and status = 'Approved' + and docstatus = 1 + """, (self.employee, self.attendance_date), as_dict=True) + if leave_record: + for d in leave_record: + self.leave_type = d.leave_type + if d.half_day_date == getdate(self.attendance_date): + self.status = 'Half Day' + frappe.msgprint(_("Employee {0} on Half day on {1}") + .format(self.employee, formatdate(self.attendance_date))) + else: + self.status = 'On Leave' + frappe.msgprint(_("Employee {0} is on Leave on {1}") + .format(self.employee, formatdate(self.attendance_date))) + + if self.status in ("On Leave", "Half Day"): + if not leave_record: + frappe.msgprint(_("No leave record found for employee {0} on {1}") + .format(self.employee, formatdate(self.attendance_date)), alert=1) + elif self.leave_type: + self.leave_type = None + self.leave_application = None + def validate_employee(self): emp = frappe.db.sql("select name from `tabEmployee` where name = %s and status = 'Active'", self.employee) if not emp: frappe.throw(_("Employee {0} is not active or does not exist").format(self.employee)) - def validate(self): - from erpnext.controllers.status_updater import validate_status - validate_status(self.status, ["Present", "Absent", "On Leave", "Half Day", "Work From Home"]) - self.validate_attendance_date() - self.validate_duplicate_record() - self.check_leave_record() - @frappe.whitelist() def get_events(start, end, filters=None): events = [] @@ -90,18 +105,20 @@ def add_attendance(events, start, end, conditions=None): if e not in events: events.append(e) -def mark_attendance(employee, attendance_date, status, shift=None): - employee_doc = frappe.get_doc('Employee', employee) +def mark_attendance(employee, attendance_date, status, shift=None, leave_type=None, ignore_validate=False): if not frappe.db.exists('Attendance', {'employee':employee, 'attendance_date':attendance_date, 'docstatus':('!=', '2')}): - doc_dict = { + company = frappe.db.get_value('Employee', employee, 'company') + attendance = frappe.get_doc({ 'doctype': 'Attendance', 'employee': employee, 'attendance_date': attendance_date, 'status': status, - 'company': employee_doc.company, - 'shift': shift - } - attendance = frappe.get_doc(doc_dict).insert() + 'company': company, + 'shift': shift, + 'leave_type': leave_type + }) + attendance.flags.ignore_validate = ignore_validate + attendance.insert() attendance.submit() return attendance.name diff --git a/erpnext/hr/doctype/employee/employee.js b/erpnext/hr/doctype/employee/employee.js index 7d153d432c5..c21d4b893cc 100755 --- a/erpnext/hr/doctype/employee/employee.js +++ b/erpnext/hr/doctype/employee/employee.js @@ -55,8 +55,8 @@ frappe.ui.form.on('Employee',{ }; }); }, - prefered_contact_email:function(frm){ - frm.events.update_contact(frm) + prefered_contact_email:function(frm){ + frm.events.update_contact(frm) }, personal_email:function(frm){ frm.events.update_contact(frm) diff --git a/erpnext/hr/doctype/employee/employee.json b/erpnext/hr/doctype/employee/employee.json index 3f0b9c49ac3..13c202c7759 100644 --- a/erpnext/hr/doctype/employee/employee.json +++ b/erpnext/hr/doctype/employee/employee.json @@ -259,7 +259,8 @@ "bold": 1, "fieldname": "emergency_phone_number", "fieldtype": "Data", - "label": "Emergency Phone" + "label": "Emergency Phone", + "options": "Phone" }, { "bold": 1, @@ -480,7 +481,8 @@ { "fieldname": "cell_number", "fieldtype": "Data", - "label": "Mobile" + "label": "Mobile", + "options": "Phone" }, { "fieldname": "prefered_contact_email", @@ -787,7 +789,7 @@ "idx": 24, "image_field": "image", "links": [], - "modified": "2020-01-09 04:23:55.611366", + "modified": "2020-04-08 12:25:34.306695", "modified_by": "Administrator", "module": "HR", "name": "Employee", @@ -834,6 +836,5 @@ "show_name_in_global_search": 1, "sort_field": "modified", "sort_order": "DESC", - "title_field": "employee_name", - "track_changes": 1 -} + "title_field": "employee_name" +} \ No newline at end of file diff --git a/erpnext/hr/doctype/employee_advance/employee_advance.py b/erpnext/hr/doctype/employee_advance/employee_advance.py index a9cccd7b285..23e4992066b 100644 --- a/erpnext/hr/doctype/employee_advance/employee_advance.py +++ b/erpnext/hr/doctype/employee_advance/employee_advance.py @@ -148,9 +148,18 @@ def create_return_through_additional_salary(doc): @frappe.whitelist() def make_return_entry(employee_name, company, employee_advance_name, return_amount, mode_of_payment, advance_account): return_account = get_default_bank_cash_account(company, account_type='Cash', mode_of_payment = mode_of_payment) + + mode_of_payment_type = '' + if mode_of_payment: + mode_of_payment_type = frappe.get_cached_value('Mode of Payment', mode_of_payment, 'type') + if mode_of_payment_type not in ["Cash", "Bank"]: + # if mode of payment is General then it unset the type + mode_of_payment_type = None + je = frappe.new_doc('Journal Entry') je.posting_date = nowdate() - je.voucher_type = 'Bank Entry' + # if mode of payment is Bank then voucher type is Bank Entry + je.voucher_type = '{} Entry'.format(mode_of_payment_type) if mode_of_payment_type else 'Cash Entry' je.company = company je.remark = 'Return against Employee Advance: ' + employee_advance_name diff --git a/erpnext/hr/doctype/employee_other_income/__init__.py b/erpnext/hr/doctype/employee_other_income/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/hr/doctype/employee_other_income/employee_other_income.js b/erpnext/hr/doctype/employee_other_income/employee_other_income.js new file mode 100644 index 00000000000..c1a74e863ba --- /dev/null +++ b/erpnext/hr/doctype/employee_other_income/employee_other_income.js @@ -0,0 +1,8 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Employee Other Income', { + // refresh: function(frm) { + + // } +}); diff --git a/erpnext/hr/doctype/employee_other_income/employee_other_income.json b/erpnext/hr/doctype/employee_other_income/employee_other_income.json new file mode 100644 index 00000000000..2dd6c10988d --- /dev/null +++ b/erpnext/hr/doctype/employee_other_income/employee_other_income.json @@ -0,0 +1,138 @@ +{ + "actions": [], + "autoname": "HR-INCOME-.######", + "creation": "2020-03-18 15:04:40.767434", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "employee", + "employee_name", + "payroll_period", + "column_break_3", + "company", + "source", + "amount", + "amended_from" + ], + "fields": [ + { + "fieldname": "employee", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Employee", + "options": "Employee", + "reqd": 1 + }, + { + "fieldname": "payroll_period", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Payroll Period", + "options": "Payroll Period", + "reqd": 1 + }, + { + "fieldname": "column_break_3", + "fieldtype": "Column Break" + }, + { + "fieldname": "company", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Company", + "options": "Company", + "reqd": 1 + }, + { + "fieldname": "source", + "fieldtype": "Data", + "label": "Source" + }, + { + "fieldname": "amount", + "fieldtype": "Currency", + "in_list_view": 1, + "label": "Amount", + "options": "Company:company:default_currency", + "reqd": 1 + }, + { + "fetch_from": "employee.employee_name", + "fieldname": "employee_name", + "fieldtype": "Data", + "label": "Employee Name", + "read_only": 1 + }, + { + "fieldname": "amended_from", + "fieldtype": "Link", + "label": "Amended From", + "no_copy": 1, + "options": "Employee Other Income", + "print_hide": 1, + "read_only": 1 + } + ], + "is_submittable": 1, + "links": [], + "modified": "2020-03-19 18:06:45.361830", + "modified_by": "Administrator", + "module": "HR", + "name": "Employee Other Income", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR User", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Employee", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/hr/doctype/employee_other_income/employee_other_income.py b/erpnext/hr/doctype/employee_other_income/employee_other_income.py new file mode 100644 index 00000000000..ab63c0de623 --- /dev/null +++ b/erpnext/hr/doctype/employee_other_income/employee_other_income.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class EmployeeOtherIncome(Document): + pass diff --git a/erpnext/hr/doctype/employee_other_income/test_employee_other_income.py b/erpnext/hr/doctype/employee_other_income/test_employee_other_income.py new file mode 100644 index 00000000000..2eeca7a23de --- /dev/null +++ b/erpnext/hr/doctype/employee_other_income/test_employee_other_income.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestEmployeeOtherIncome(unittest.TestCase): + pass diff --git a/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.json b/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.json index e102ff8d705..18fad85c4b3 100644 --- a/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.json +++ b/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.json @@ -1,620 +1,180 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 1, - "autoname": "HR-TAX-DEC-.YYYY.-.#####", - "beta": 0, - "creation": "2018-04-13 16:53:36.175504", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_import": 1, + "allow_rename": 1, + "autoname": "HR-TAX-DEC-.YYYY.-.#####", + "creation": "2018-04-13 16:53:36.175504", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "employee", + "employee_name", + "department", + "column_break_2", + "payroll_period", + "company", + "amended_from", + "section_break_8", + "declarations", + "section_break_10", + "total_declared_amount", + "column_break_12", + "total_exemption_amount" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "employee", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Employee", - "length": 0, - "no_copy": 0, - "options": "Employee", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "employee", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Employee", + "options": "Employee", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "employee.employee_name", - "fetch_if_empty": 0, - "fieldname": "employee_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Employee Name", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "employee.employee_name", + "fieldname": "employee_name", + "fieldtype": "Data", + "label": "Employee Name", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "employee.department", - "fetch_if_empty": 0, - "fieldname": "department", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Department", - "length": 0, - "no_copy": 0, - "options": "Department", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "employee.department", + "fieldname": "department", + "fieldtype": "Link", + "label": "Department", + "options": "Department", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "column_break_2", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_2", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "payroll_period", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Payroll Period", - "length": 0, - "no_copy": 0, - "options": "Payroll Period", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "payroll_period", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Payroll Period", + "options": "Payroll Period", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "employee.company", - "fetch_if_empty": 0, - "fieldname": "company", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Company", - "length": 0, - "no_copy": 0, - "options": "Company", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "employee.company", + "fieldname": "company", + "fieldtype": "Link", + "label": "Company", + "options": "Company" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "amended_from", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Amended From", - "length": 0, - "no_copy": 1, - "options": "Employee Tax Exemption Declaration", - "permlevel": 0, - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "amended_from", + "fieldtype": "Link", + "label": "Amended From", + "no_copy": 1, + "options": "Employee Tax Exemption Declaration", + "print_hide": 1, + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "section_break_8", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "section_break_8", + "fieldtype": "Section Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "declarations", - "fieldtype": "Table", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Declarations", - "length": 0, - "no_copy": 0, - "options": "Employee Tax Exemption Declaration Category", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "declarations", + "fieldtype": "Table", + "label": "Declarations", + "options": "Employee Tax Exemption Declaration Category" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "section_break_10", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "section_break_10", + "fieldtype": "Section Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "total_declared_amount", - "fieldtype": "Currency", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Total Declared Amount", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "total_declared_amount", + "fieldtype": "Currency", + "label": "Total Declared Amount", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "column_break_12", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_12", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "total_exemption_amount", - "fieldtype": "Currency", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Total Exemption Amount", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "other_incomes_section", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Other Incomes", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "income_from_other_sources", - "fieldtype": "Currency", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Income From Other Sources", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "total_exemption_amount", + "fieldtype": "Currency", + "label": "Total Exemption Amount", + "read_only": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 1, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2019-05-11 16:13:50.472670", - "modified_by": "Administrator", - "module": "HR", - "name": "Employee Tax Exemption Declaration", - "name_case": "", - "owner": "Administrator", + ], + "is_submittable": 1, + "links": [], + "modified": "2020-03-18 14:56:25.625717", + "modified_by": "Administrator", + "module": "HR", + "name": "Employee Tax Exemption Declaration", + "owner": "Administrator", "permissions": [ { - "amend": 1, - "cancel": 1, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "System Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 1, + "amend": 1, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "submit": 1, "write": 1 - }, + }, { - "amend": 1, - "cancel": 1, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "HR Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 1, + "amend": 1, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR Manager", + "share": 1, + "submit": 1, "write": 1 - }, + }, { - "amend": 1, - "cancel": 1, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "HR User", - "set_user_permissions": 0, - "share": 1, - "submit": 1, + "amend": 1, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR User", + "share": 1, + "submit": 1, "write": 1 - }, + }, { - "amend": 1, - "cancel": 1, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Employee", - "set_user_permissions": 0, - "share": 1, - "submit": 1, + "amend": 1, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Employee", + "share": 1, + "submit": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 + ], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.py b/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.py index f2bba7afed7..fb71a2877a1 100644 --- a/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.py +++ b/erpnext/hr/doctype/employee_tax_exemption_declaration/employee_tax_exemption_declaration.py @@ -8,31 +8,17 @@ from frappe.model.document import Document from frappe import _ from frappe.utils import flt from frappe.model.mapper import get_mapped_doc -from erpnext.hr.utils import validate_tax_declaration, get_total_exemption_amount, calculate_annual_eligible_hra_exemption - -class DuplicateDeclarationError(frappe.ValidationError): pass +from erpnext.hr.utils import validate_tax_declaration, get_total_exemption_amount, \ + calculate_annual_eligible_hra_exemption, validate_duplicate_exemption_for_payroll_period class EmployeeTaxExemptionDeclaration(Document): def validate(self): validate_tax_declaration(self.declarations) - self.validate_duplicate() + validate_duplicate_exemption_for_payroll_period(self.doctype, self.name, self.payroll_period, self.employee) self.set_total_declared_amount() self.set_total_exemption_amount() self.calculate_hra_exemption() - def validate_duplicate(self): - duplicate = frappe.db.get_value("Employee Tax Exemption Declaration", - filters = { - "employee": self.employee, - "payroll_period": self.payroll_period, - "name": ["!=", self.name], - "docstatus": ["!=", 2] - } - ) - if duplicate: - frappe.throw(_("Duplicate Tax Declaration of {0} for period {1}") - .format(self.employee, self.payroll_period), DuplicateDeclarationError) - def set_total_declared_amount(self): self.total_declared_amount = 0.0 for d in self.declarations: diff --git a/erpnext/hr/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.py b/erpnext/hr/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.py index 9c87bbd1f30..9549fd1b757 100644 --- a/erpnext/hr/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.py +++ b/erpnext/hr/doctype/employee_tax_exemption_declaration/test_employee_tax_exemption_declaration.py @@ -6,7 +6,7 @@ from __future__ import unicode_literals import frappe, erpnext import unittest from erpnext.hr.doctype.employee.test_employee import make_employee -from erpnext.hr.doctype.employee_tax_exemption_declaration.employee_tax_exemption_declaration import DuplicateDeclarationError +from erpnext.hr.utils import DuplicateDeclarationError class TestEmployeeTaxExemptionDeclaration(unittest.TestCase): def setUp(self): diff --git a/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.json b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.json index c170c1693d7..8b117a25b54 100644 --- a/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.json +++ b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.json @@ -21,8 +21,6 @@ "total_actual_amount", "column_break_12", "exemption_amount", - "other_incomes_section", - "income_from_other_sources", "attachment_section", "attachments", "amended_from" @@ -111,16 +109,6 @@ "label": "Total Exemption Amount", "read_only": 1 }, - { - "fieldname": "other_incomes_section", - "fieldtype": "Section Break", - "label": "Other Incomes" - }, - { - "fieldname": "income_from_other_sources", - "fieldtype": "Currency", - "label": "Income From Other Sources" - }, { "fieldname": "attachment_section", "fieldtype": "Section Break" @@ -142,7 +130,7 @@ ], "is_submittable": 1, "links": [], - "modified": "2020-03-02 19:02:15.398486", + "modified": "2020-03-18 14:55:51.420016", "modified_by": "Administrator", "module": "HR", "name": "Employee Tax Exemption Proof Submission", diff --git a/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.py b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.py index 97ceb63476b..5bc33a65f2c 100644 --- a/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.py +++ b/erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.py @@ -7,7 +7,8 @@ import frappe from frappe.model.document import Document from frappe import _ from frappe.utils import flt -from erpnext.hr.utils import validate_tax_declaration, get_total_exemption_amount, calculate_hra_exemption_for_period +from erpnext.hr.utils import validate_tax_declaration, get_total_exemption_amount, \ + calculate_hra_exemption_for_period, validate_duplicate_exemption_for_payroll_period class EmployeeTaxExemptionProofSubmission(Document): def validate(self): @@ -15,6 +16,7 @@ class EmployeeTaxExemptionProofSubmission(Document): self.set_total_actual_amount() self.set_total_exemption_amount() self.calculate_hra_exemption() + validate_duplicate_exemption_for_payroll_period(self.doctype, self.name, self.payroll_period, self.employee) def set_total_actual_amount(self): self.total_actual_amount = flt(self.get("house_rent_payment_amount")) @@ -32,4 +34,4 @@ class EmployeeTaxExemptionProofSubmission(Document): self.exemption_amount += hra_exemption["total_eligible_hra_exemption"] self.monthly_hra_exemption = hra_exemption["monthly_exemption"] self.monthly_house_rent = hra_exemption["monthly_house_rent"] - self.total_eligible_hra_exemption = hra_exemption["total_eligible_hra_exemption"] \ No newline at end of file + self.total_eligible_hra_exemption = hra_exemption["total_eligible_hra_exemption"] diff --git a/erpnext/hr/doctype/expense_claim/expense_claim.js b/erpnext/hr/doctype/expense_claim/expense_claim.js index 88f3865434b..fb2310396b7 100644 --- a/erpnext/hr/doctype/expense_claim/expense_claim.js +++ b/erpnext/hr/doctype/expense_claim/expense_claim.js @@ -17,7 +17,7 @@ erpnext.hr.ExpenseClaimController = frappe.ui.form.Controller.extend({ return; } return frappe.call({ - method: "erpnext.hr.doctype.expense_claim.expense_claim.get_expense_claim_account", + method: "erpnext.hr.doctype.expense_claim.expense_claim.get_expense_claim_account_and_cost_center", args: { "expense_claim_type": d.expense_type, "company": doc.company @@ -25,6 +25,7 @@ erpnext.hr.ExpenseClaimController = frappe.ui.form.Controller.extend({ callback: function(r) { if (r.message) { d.default_account = r.message.account; + d.cost_center = r.message.cost_center; } } }); diff --git a/erpnext/hr/doctype/expense_claim/expense_claim.py b/erpnext/hr/doctype/expense_claim/expense_claim.py index fe8afdf8734..ad9d86b66e2 100644 --- a/erpnext/hr/doctype/expense_claim/expense_claim.py +++ b/erpnext/hr/doctype/expense_claim/expense_claim.py @@ -2,9 +2,9 @@ # License: GNU General Public License v3. See license.txt from __future__ import unicode_literals -import frappe +import frappe, erpnext from frappe import _ -from frappe.utils import get_fullname, flt, cstr +from frappe.utils import get_fullname, flt, cstr, get_link_to_form from frappe.model.document import Document from erpnext.hr.utils import set_employee_name from erpnext.accounts.party import get_party_account @@ -192,7 +192,8 @@ class ExpenseClaim(AccountsController): def validate_account_details(self): for data in self.expenses: if not data.cost_center: - frappe.throw(_("Cost center is required to book an expense claim")) + frappe.throw(_("Row {0}: {1} is required in the expenses table to book an expense claim.") + .format(data.idx, frappe.bold("Cost Center"))) if self.is_paid: if not self.mode_of_payment: @@ -308,13 +309,23 @@ def make_bank_entry(dt, dn): return je.as_dict() +@frappe.whitelist() +def get_expense_claim_account_and_cost_center(expense_claim_type, company): + data = get_expense_claim_account(expense_claim_type, company) + cost_center = erpnext.get_default_cost_center(company) + + return { + "account": data.get("account"), + "cost_center": cost_center + } + @frappe.whitelist() def get_expense_claim_account(expense_claim_type, company): account = frappe.db.get_value("Expense Claim Account", {"parent": expense_claim_type, "company": company}, "default_account") if not account: - frappe.throw(_("Please set default account in Expense Claim Type {0}") - .format(expense_claim_type)) + frappe.throw(_("Set the default account for the {0} {1}") + .format(frappe.bold("Expense Claim Type"), get_link_to_form("Expense Claim Type", expense_claim_type))) return { "account": account diff --git a/erpnext/hr/doctype/hr_settings/hr_settings.json b/erpnext/hr/doctype/hr_settings/hr_settings.json index 90f49886f84..9161ed822ac 100644 --- a/erpnext/hr/doctype/hr_settings/hr_settings.json +++ b/erpnext/hr/doctype/hr_settings/hr_settings.json @@ -13,10 +13,12 @@ "stop_birthday_reminders", "expense_approver_mandatory_in_expense_claim", "payroll_settings", + "payroll_based_on", + "max_working_hours_against_timesheet", "include_holidays_in_total_working_days", "disable_rounded_total", - "max_working_hours_against_timesheet", "column_break_11", + "daily_wages_fraction_for_half_day", "email_salary_slip_to_employee", "encrypt_salary_slips_in_emails", "password_policy", @@ -184,13 +186,27 @@ "fieldtype": "Link", "label": "Role Allowed to Create Backdated Leave Application", "options": "Role" + }, + { + "default": "Leave", + "fieldname": "payroll_based_on", + "fieldtype": "Select", + "label": "Calculate Working Days in Payroll based on", + "options": "Leave\nAttendance" + }, + { + "default": "0.5", + "description": "The fraction of daily wages to be paid for half-day attendance", + "fieldname": "daily_wages_fraction_for_half_day", + "fieldtype": "Float", + "label": "Daily Wages Fraction for Half Day" } ], "icon": "fa fa-cog", "idx": 1, "issingle": 1, "links": [], - "modified": "2020-01-06 18:46:30.189815", + "modified": "2020-04-13 21:20:59.382394", "modified_by": "Administrator", "module": "HR", "name": "HR Settings", diff --git a/erpnext/hr/doctype/hr_settings/hr_settings.py b/erpnext/hr/doctype/hr_settings/hr_settings.py index bf919067cae..5ed4c87c62f 100644 --- a/erpnext/hr/doctype/hr_settings/hr_settings.py +++ b/erpnext/hr/doctype/hr_settings/hr_settings.py @@ -15,6 +15,9 @@ class HRSettings(Document): self.set_naming_series() self.validate_password_policy() + if not self.daily_wages_fraction_for_half_day: + self.daily_wages_fraction_for_half_day = 0.5 + def set_naming_series(self): from erpnext.setup.doctype.naming_series.naming_series import set_by_naming_series set_by_naming_series("Employee", "employee_number", diff --git a/erpnext/hr/doctype/income_tax_slab/__init__.py b/erpnext/hr/doctype/income_tax_slab/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/hr/doctype/income_tax_slab/income_tax_slab.js b/erpnext/hr/doctype/income_tax_slab/income_tax_slab.js new file mode 100644 index 00000000000..73a54eb8dd9 --- /dev/null +++ b/erpnext/hr/doctype/income_tax_slab/income_tax_slab.js @@ -0,0 +1,6 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Income Tax Slab', { + +}); diff --git a/erpnext/hr/doctype/income_tax_slab/income_tax_slab.json b/erpnext/hr/doctype/income_tax_slab/income_tax_slab.json new file mode 100644 index 00000000000..6d89b197d27 --- /dev/null +++ b/erpnext/hr/doctype/income_tax_slab/income_tax_slab.json @@ -0,0 +1,160 @@ +{ + "actions": [], + "autoname": "Prompt", + "creation": "2020-03-17 16:50:35.564915", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "effective_from", + "company", + "column_break_3", + "allow_tax_exemption", + "standard_tax_exemption_amount", + "disabled", + "amended_from", + "taxable_salary_slabs_section", + "slabs", + "taxes_and_charges_on_income_tax_section", + "other_taxes_and_charges" + ], + "fields": [ + { + "fieldname": "effective_from", + "fieldtype": "Date", + "in_list_view": 1, + "label": "Effective from", + "reqd": 1 + }, + { + "fieldname": "column_break_3", + "fieldtype": "Column Break" + }, + { + "default": "0", + "description": "If enabled, Tax Exemption Declaration will be considered for income tax calculation.", + "fieldname": "allow_tax_exemption", + "fieldtype": "Check", + "label": "Allow Tax Exemption" + }, + { + "fieldname": "taxable_salary_slabs_section", + "fieldtype": "Section Break", + "label": "Taxable Salary Slabs" + }, + { + "fieldname": "amended_from", + "fieldtype": "Link", + "label": "Amended From", + "no_copy": 1, + "options": "Income Tax Slab", + "print_hide": 1, + "read_only": 1 + }, + { + "fieldname": "slabs", + "fieldtype": "Table", + "label": "Taxable Salary Slabs", + "options": "Taxable Salary Slab", + "reqd": 1 + }, + { + "allow_on_submit": 1, + "default": "0", + "fieldname": "disabled", + "fieldtype": "Check", + "label": "Disabled" + }, + { + "depends_on": "allow_tax_exemption", + "fieldname": "standard_tax_exemption_amount", + "fieldtype": "Currency", + "label": "Standard Tax Exemption Amount", + "options": "Company:company:default_currency" + }, + { + "fieldname": "company", + "fieldtype": "Link", + "label": "Company", + "options": "Company" + }, + { + "collapsible": 1, + "fieldname": "taxes_and_charges_on_income_tax_section", + "fieldtype": "Section Break", + "label": "Taxes and Charges on Income Tax" + }, + { + "fieldname": "other_taxes_and_charges", + "fieldtype": "Table", + "label": "Other Taxes and Charges", + "options": "Income Tax Slab Other Charges" + } + ], + "is_submittable": 1, + "links": [], + "modified": "2020-04-24 12:28:36.805904", + "modified_by": "Administrator", + "module": "HR", + "name": "Income Tax Slab", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + }, + { + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR Manager", + "share": 1, + "submit": 1, + "write": 1 + }, + { + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR User", + "share": 1, + "submit": 1, + "write": 1 + }, + { + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Administrator", + "share": 1, + "submit": 1, + "write": 1 + } + ], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/hr/doctype/income_tax_slab/income_tax_slab.py b/erpnext/hr/doctype/income_tax_slab/income_tax_slab.py new file mode 100644 index 00000000000..253f023f68b --- /dev/null +++ b/erpnext/hr/doctype/income_tax_slab/income_tax_slab.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class IncomeTaxSlab(Document): + pass diff --git a/erpnext/hr/doctype/income_tax_slab/test_income_tax_slab.py b/erpnext/hr/doctype/income_tax_slab/test_income_tax_slab.py new file mode 100644 index 00000000000..deaaf650a96 --- /dev/null +++ b/erpnext/hr/doctype/income_tax_slab/test_income_tax_slab.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestIncomeTaxSlab(unittest.TestCase): + pass diff --git a/erpnext/hr/doctype/income_tax_slab_other_charges/__init__.py b/erpnext/hr/doctype/income_tax_slab_other_charges/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/hr/doctype/income_tax_slab_other_charges/income_tax_slab_other_charges.json b/erpnext/hr/doctype/income_tax_slab_other_charges/income_tax_slab_other_charges.json new file mode 100644 index 00000000000..b23fb3dc317 --- /dev/null +++ b/erpnext/hr/doctype/income_tax_slab_other_charges/income_tax_slab_other_charges.json @@ -0,0 +1,75 @@ +{ + "actions": [], + "creation": "2020-04-24 11:46:59.041180", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "description", + "column_break_2", + "percent", + "conditions_section", + "min_taxable_income", + "column_break_7", + "max_taxable_income" + ], + "fields": [ + { + "fieldname": "column_break_2", + "fieldtype": "Column Break" + }, + { + "columns": 2, + "fieldname": "min_taxable_income", + "fieldtype": "Currency", + "in_list_view": 1, + "label": "Min Taxable Income", + "options": "Company:company:default_currency" + }, + { + "columns": 4, + "fieldname": "description", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Description", + "reqd": 1 + }, + { + "columns": 2, + "fieldname": "percent", + "fieldtype": "Percent", + "in_list_view": 1, + "label": "Percent", + "reqd": 1 + }, + { + "fieldname": "conditions_section", + "fieldtype": "Section Break", + "label": "Conditions" + }, + { + "fieldname": "column_break_7", + "fieldtype": "Column Break" + }, + { + "columns": 2, + "fieldname": "max_taxable_income", + "fieldtype": "Currency", + "in_list_view": 1, + "label": "Max Taxable Income", + "options": "Company:company:default_currency" + } + ], + "istable": 1, + "links": [], + "modified": "2020-04-24 13:27:43.598967", + "modified_by": "Administrator", + "module": "HR", + "name": "Income Tax Slab Other Charges", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/hr/doctype/income_tax_slab_other_charges/income_tax_slab_other_charges.py b/erpnext/hr/doctype/income_tax_slab_other_charges/income_tax_slab_other_charges.py new file mode 100644 index 00000000000..b4098ecbf3e --- /dev/null +++ b/erpnext/hr/doctype/income_tax_slab_other_charges/income_tax_slab_other_charges.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class IncomeTaxSlabOtherCharges(Document): + pass diff --git a/erpnext/hr/doctype/job_applicant/job_applicant.json b/erpnext/hr/doctype/job_applicant/job_applicant.json index b0cddc257e8..c13548ab82e 100644 --- a/erpnext/hr/doctype/job_applicant/job_applicant.json +++ b/erpnext/hr/doctype/job_applicant/job_applicant.json @@ -1,385 +1,123 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 1, - "autoname": "HR-APP-.YYYY.-.#####", - "beta": 0, - "creation": "2013-01-29 19:25:37", - "custom": 0, - "description": "Applicant for a Job", - "docstatus": 0, - "doctype": "DocType", - "document_type": "Document", - "editable_grid": 0, - "engine": "InnoDB", + "actions": [], + "allow_rename": 1, + "autoname": "HR-APP-.YYYY.-.#####", + "creation": "2013-01-29 19:25:37", + "description": "Applicant for a Job", + "doctype": "DocType", + "document_type": "Document", + "email_append_to": 1, + "engine": "InnoDB", + "field_order": [ + "applicant_name", + "email_id", + "status", + "column_break_3", + "job_title", + "source", + "source_name", + "section_break_6", + "notes", + "cover_letter", + "resume_attachment" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 1, - "collapsible": 0, - "columns": 0, - "fieldname": "applicant_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 1, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Applicant Name", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "bold": 1, + "fieldname": "applicant_name", + "fieldtype": "Data", + "in_global_search": 1, + "label": "Applicant Name", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 1, - "collapsible": 0, - "columns": 0, - "fieldname": "email_id", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Email Address", - "length": 0, - "no_copy": 0, - "options": "Email", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "bold": 1, + "fieldname": "email_id", + "fieldtype": "Data", + "label": "Email Address", + "options": "Email", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "status", - "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 1, - "label": "Status", - "length": 0, - "no_copy": 0, - "options": "Open\nReplied\nRejected\nHold\nAccepted", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "status", + "fieldtype": "Select", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Status", + "options": "Open\nReplied\nRejected\nHold\nAccepted", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_3", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0, + "fieldname": "column_break_3", + "fieldtype": "Column Break", "width": "50%" - }, + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "job_title", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Job Opening", - "length": 0, - "no_copy": 0, - "options": "Job Opening", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "job_title", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Job Opening", + "options": "Job Opening" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "source", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Source", - "length": 0, - "no_copy": 0, - "options": "Job Applicant Source", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "source", + "fieldtype": "Link", + "label": "Source", + "options": "Job Applicant Source" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "eval: doc.source==\"Employee Referral\" ", - "fieldname": "source_name", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Source Name", - "length": 0, - "no_copy": 0, - "options": "Employee", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "depends_on": "eval: doc.source==\"Employee Referral\" ", + "fieldname": "source_name", + "fieldtype": "Link", + "label": "Source Name", + "options": "Employee" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "section_break_6", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "section_break_6", + "fieldtype": "Section Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "cover_letter", - "fieldtype": "Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Cover Letter", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "cover_letter", + "fieldtype": "Text", + "label": "Cover Letter" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "resume_attachment", - "fieldtype": "Attach", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Resume Attachment", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "resume_attachment", + "fieldtype": "Attach", + "label": "Resume Attachment" + }, + { + "fieldname": "notes", + "fieldtype": "Data", + "label": "Notes", + "read_only": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "icon": "fa fa-user", - "idx": 1, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2019-07-21 16:15:43.552049", - "modified_by": "Administrator", - "module": "HR", - "name": "Job Applicant", - "owner": "Administrator", + ], + "icon": "fa fa-user", + "idx": 1, + "links": [], + "modified": "2020-01-13 16:19:39.113330", + "modified_by": "Administrator", + "module": "HR", + "name": "Job Applicant", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "HR User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR User", + "share": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "search_fields": "applicant_name", - "show_name_in_global_search": 0, - "sort_order": "ASC", - "title_field": "applicant_name", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 + ], + "search_fields": "applicant_name", + "sender_field": "email_id", + "sort_field": "modified", + "sort_order": "ASC", + "subject_field": "notes", + "title_field": "applicant_name" } \ No newline at end of file diff --git a/erpnext/hr/doctype/job_applicant/job_applicant.py b/erpnext/hr/doctype/job_applicant/job_applicant.py index 4fc7719f383..a6aef049195 100644 --- a/erpnext/hr/doctype/job_applicant/job_applicant.py +++ b/erpnext/hr/doctype/job_applicant/job_applicant.py @@ -9,8 +9,6 @@ import frappe from frappe import _ from frappe.utils import comma_and, validate_email_address -sender_field = "email_id" - class DuplicationError(frappe.ValidationError): pass class JobApplicant(Document): diff --git a/erpnext/hr/doctype/leave_allocation/leave_allocation.py b/erpnext/hr/doctype/leave_allocation/leave_allocation.py index d13bb4577cd..03fe3fa035c 100755 --- a/erpnext/hr/doctype/leave_allocation/leave_allocation.py +++ b/erpnext/hr/doctype/leave_allocation/leave_allocation.py @@ -30,16 +30,16 @@ class LeaveAllocation(Document): def validate_leave_allocation_days(self): company = frappe.db.get_value("Employee", self.employee, "company") leave_period = get_leave_period(self.from_date, self.to_date, company) - max_leaves_allowed = frappe.db.get_value("Leave Type", self.leave_type, "max_leaves_allowed") + max_leaves_allowed = flt(frappe.db.get_value("Leave Type", self.leave_type, "max_leaves_allowed")) if max_leaves_allowed > 0: leave_allocated = 0 if leave_period: leave_allocated = get_leave_allocation_for_period(self.employee, self.leave_type, leave_period[0].from_date, leave_period[0].to_date) - leave_allocated += self.new_leaves_allocated + leave_allocated += flt(self.new_leaves_allocated) if leave_allocated > max_leaves_allowed: frappe.throw(_("Total allocated leaves are more days than maximum allocation of {0} leave type for employee {1} in the period") - .format(self.leave_type, self.employee)) + .format(self.leave_type, self.employee)) def on_submit(self): self.create_leave_ledger_entry() diff --git a/erpnext/hr/doctype/leave_application/leave_application.py b/erpnext/hr/doctype/leave_application/leave_application.py index 96e4cb5bb30..47b1bb7684e 100755 --- a/erpnext/hr/doctype/leave_application/leave_application.py +++ b/erpnext/hr/doctype/leave_application/leave_application.py @@ -130,7 +130,7 @@ class LeaveApplication(Document): if self.status == "Approved": for dt in daterange(getdate(self.from_date), getdate(self.to_date)): date = dt.strftime("%Y-%m-%d") - status = "Half Day" if date == self.half_day_date else "On Leave" + status = "Half Day" if getdate(date) == getdate(self.half_day_date) else "On Leave" attendance_name = frappe.db.exists('Attendance', dict(employee = self.employee, attendance_date = date, docstatus = ('!=', 2))) @@ -374,7 +374,8 @@ class LeaveApplication(Document): leaves=self.total_leave_days * -1, from_date=self.from_date, to_date=self.to_date, - is_lwp=lwp + is_lwp=lwp, + holiday_list=get_holiday_list_for_employee(self.employee) ) create_leave_ledger_entry(self, args, submit) @@ -384,7 +385,9 @@ class LeaveApplication(Document): from_date=self.from_date, to_date=expiry_date, leaves=(date_diff(expiry_date, self.from_date) + 1) * -1, - is_lwp=lwp + is_lwp=lwp, + holiday_list=get_holiday_list_for_employee(self.employee), + ) create_leave_ledger_entry(self, args, submit) @@ -410,7 +413,7 @@ def get_allocation_expiry(employee, leave_type, to_date, from_date): return expiry[0]['to_date'] if expiry else None @frappe.whitelist() -def get_number_of_leave_days(employee, leave_type, from_date, to_date, half_day = None, half_day_date = None): +def get_number_of_leave_days(employee, leave_type, from_date, to_date, half_day = None, half_day_date = None, holiday_list = None): number_of_days = 0 if cint(half_day) == 1: if from_date == to_date: @@ -424,7 +427,7 @@ def get_number_of_leave_days(employee, leave_type, from_date, to_date, half_day number_of_days = date_diff(to_date, from_date) + 1 if not frappe.db.get_value("Leave Type", leave_type, "include_holiday"): - number_of_days = flt(number_of_days) - flt(get_holidays(employee, from_date, to_date)) + number_of_days = flt(number_of_days) - flt(get_holidays(employee, from_date, to_date, holiday_list=holiday_list)) return number_of_days @frappe.whitelist() @@ -575,24 +578,27 @@ def get_leaves_for_period(employee, leave_type, from_date, to_date): {'name': leave_entry.transaction_name}, ['half_day_date']) leave_days += get_number_of_leave_days(employee, leave_type, - leave_entry.from_date, leave_entry.to_date, half_day, half_day_date) * -1 + leave_entry.from_date, leave_entry.to_date, half_day, half_day_date, holiday_list=leave_entry.holiday_list) * -1 return leave_days def skip_expiry_leaves(leave_entry, date): - ''' Checks whether the expired leaves coincide with the to_date of leave balance check ''' + ''' Checks whether the expired leaves coincide with the to_date of leave balance check. + This allows backdated leave entry creation for non carry forwarded allocation ''' end_date = frappe.db.get_value("Leave Allocation", {'name': leave_entry.transaction_name}, ['to_date']) return True if end_date == date and not leave_entry.is_carry_forward else False def get_leave_entries(employee, leave_type, from_date, to_date): - ''' Returns leave entries between from_date and to_date ''' + ''' Returns leave entries between from_date and to_date. ''' return frappe.db.sql(""" SELECT - employee, leave_type, from_date, to_date, leaves, transaction_name, transaction_type, + employee, leave_type, from_date, to_date, leaves, transaction_name, transaction_type, holiday_list, is_carry_forward, is_expired FROM `tabLeave Ledger Entry` WHERE employee=%(employee)s AND leave_type=%(leave_type)s - AND docstatus=1 AND leaves<0 + AND docstatus=1 + AND (leaves<0 + OR is_expired=1) AND (from_date between %(from_date)s AND %(to_date)s OR to_date between %(from_date)s AND %(to_date)s OR (from_date < %(from_date)s AND to_date > %(to_date)s)) @@ -604,9 +610,10 @@ def get_leave_entries(employee, leave_type, from_date, to_date): }, as_dict=1) @frappe.whitelist() -def get_holidays(employee, from_date, to_date): +def get_holidays(employee, from_date, to_date, holiday_list = None): '''get holidays between two dates for the given employee''' - holiday_list = get_holiday_list_for_employee(employee) + if not holiday_list: + holiday_list = get_holiday_list_for_employee(employee) holidays = frappe.db.sql("""select count(distinct holiday_date) from `tabHoliday` h1, `tabHoliday List` h2 where h1.parent = h2.name and h1.holiday_date between %s and %s @@ -687,8 +694,7 @@ def add_leaves(events, start, end, filter_conditions=None): "to_date": d.to_date, "docstatus": d.docstatus, "color": d.color, - "title": cstr(d.employee_name) + \ - (d.half_day and _(" (Half Day)") or ""), + "title": cstr(d.employee_name) + (' ' + _('(Half Day)') if d.half_day else ''), } if e not in events: events.append(e) diff --git a/erpnext/hr/doctype/leave_encashment/leave_encashment.py b/erpnext/hr/doctype/leave_encashment/leave_encashment.py index 56f2f4ca086..50a08b12bc0 100644 --- a/erpnext/hr/doctype/leave_encashment/leave_encashment.py +++ b/erpnext/hr/doctype/leave_encashment/leave_encashment.py @@ -8,7 +8,6 @@ from frappe import _ from frappe.model.document import Document from frappe.utils import getdate, nowdate, flt from erpnext.hr.utils import set_employee_name -from erpnext.hr.doctype.leave_application.leave_application import get_leave_balance_on from erpnext.hr.doctype.salary_structure_assignment.salary_structure_assignment import get_assigned_salary_structure from erpnext.hr.doctype.leave_ledger_entry.leave_ledger_entry import create_leave_ledger_entry from erpnext.hr.doctype.leave_allocation.leave_allocation import get_unused_leaves diff --git a/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json b/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json index 771e706bbb3..a5ac3f3d471 100644 --- a/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json +++ b/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json @@ -1,4 +1,5 @@ { + "actions": [], "creation": "2019-05-09 15:47:39.760406", "doctype": "DocType", "engine": "InnoDB", @@ -12,6 +13,7 @@ "column_break_7", "from_date", "to_date", + "holiday_list", "is_carry_forward", "is_expired", "is_lwp", @@ -98,11 +100,18 @@ "fieldname": "is_lwp", "fieldtype": "Check", "label": "Is Leave Without Pay" + }, + { + "fieldname": "holiday_list", + "fieldtype": "Link", + "label": "Holiday List", + "options": "Holiday List" } ], "in_create": 1, "is_submittable": 1, - "modified": "2019-08-20 14:40:04.130799", + "links": [], + "modified": "2020-02-27 14:40:10.502605", "modified_by": "Administrator", "module": "HR", "name": "Leave Ledger Entry", diff --git a/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.py b/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.py index bfc6d95d172..9ed58c9e59b 100644 --- a/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.py +++ b/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.py @@ -141,6 +141,7 @@ def expire_allocation(allocation, expiry_date=None): leaves = get_remaining_leaves(allocation) expiry_date = expiry_date if expiry_date else allocation.to_date + # allows expired leaves entry to be created/reverted if leaves: args = dict( leaves=flt(leaves) * -1, @@ -160,6 +161,8 @@ def expire_carried_forward_allocation(allocation): from erpnext.hr.doctype.leave_application.leave_application import get_leaves_for_period leaves_taken = get_leaves_for_period(allocation.employee, allocation.leave_type, allocation.from_date, allocation.to_date) leaves = flt(allocation.leaves) + flt(leaves_taken) + + # allow expired leaves entry to be created if leaves > 0: args = frappe._dict( transaction_name=allocation.name, diff --git a/erpnext/hr/doctype/payroll_entry/test_payroll_entry.py b/erpnext/hr/doctype/payroll_entry/test_payroll_entry.py index 35f5a57a1c3..49671d5e224 100644 --- a/erpnext/hr/doctype/payroll_entry/test_payroll_entry.py +++ b/erpnext/hr/doctype/payroll_entry/test_payroll_entry.py @@ -13,7 +13,7 @@ from erpnext.hr.doctype.salary_slip.test_salary_slip import get_salary_component make_earning_salary_component, make_deduction_salary_component from erpnext.hr.doctype.salary_structure.test_salary_structure import make_salary_structure from erpnext.loan_management.doctype.loan.test_loan import create_loan, make_loan_disbursement_entry -from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual import make_accrual_interest_entry_for_term_loans +from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual_for_term_loans class TestPayrollEntry(unittest.TestCase): def setUp(self): @@ -81,7 +81,7 @@ class TestPayrollEntry(unittest.TestCase): make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=add_months(nowdate(), -1)) - make_accrual_interest_entry_for_term_loans(posting_date=nowdate()) + process_loan_interest_accrual_for_term_loans(posting_date=nowdate()) dates = get_start_end_dates('Monthly', nowdate()) diff --git a/erpnext/hr/doctype/payroll_period/payroll_period.json b/erpnext/hr/doctype/payroll_period/payroll_period.json index c9bac095f9f..c0fa506e7f0 100644 --- a/erpnext/hr/doctype/payroll_period/payroll_period.json +++ b/erpnext/hr/doctype/payroll_period/payroll_period.json @@ -1,401 +1,102 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 0, - "autoname": "Prompt", - "beta": 0, - "creation": "2018-04-13 15:18:53.698553", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_import": 1, + "autoname": "Prompt", + "creation": "2018-04-13 15:18:53.698553", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "company", + "column_break_2", + "start_date", + "end_date", + "section_break_5", + "periods" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "company", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Company", - "length": 0, - "no_copy": 0, - "options": "Company", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "company", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Company", + "options": "Company", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "column_break_2", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_2", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "start_date", - "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Start Date", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "start_date", + "fieldtype": "Date", + "label": "Start Date", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "end_date", - "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "End Date", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "end_date", + "fieldtype": "Date", + "label": "End Date", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "section_break_5", - "fieldtype": "Section Break", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Payroll Periods", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "section_break_5", + "fieldtype": "Section Break", + "hidden": 1, + "label": "Payroll Periods" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "periods", - "fieldtype": "Table", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Payroll Periods", - "length": 0, - "no_copy": 0, - "options": "Payroll Period Date", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "section_break_7", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Taxable Salary Slabs", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "taxable_salary_slabs", - "fieldtype": "Table", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Taxable Salary Slabs", - "length": 0, - "no_copy": 0, - "options": "Taxable Salary Slab", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "standard_tax_exemption_amount", - "fieldtype": "Currency", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Standard Tax Exemption Amount", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "periods", + "fieldtype": "Table", + "label": "Payroll Periods", + "options": "Payroll Period Date" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2019-04-26 01:45:03.160929", - "modified_by": "Administrator", - "module": "HR", - "name": "Payroll Period", - "name_case": "", - "owner": "Administrator", + ], + "links": [], + "modified": "2020-03-18 18:13:23.859980", + "modified_by": "Administrator", + "module": "HR", + "name": "Payroll Period", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "System Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "HR Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR Manager", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "HR User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR User", + "share": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 + ], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/hr/doctype/payroll_period/payroll_period.py b/erpnext/hr/doctype/payroll_period/payroll_period.py index c1769591eaf..6956c382854 100644 --- a/erpnext/hr/doctype/payroll_period/payroll_period.py +++ b/erpnext/hr/doctype/payroll_period/payroll_period.py @@ -45,8 +45,9 @@ class PayrollPeriod(Document): + _(") for {0}").format(self.company) frappe.throw(msg) -def get_payroll_period_days(start_date, end_date, employee): - company = frappe.db.get_value("Employee", employee, "company") +def get_payroll_period_days(start_date, end_date, employee, company=None): + if not company: + company = frappe.db.get_value("Employee", employee, "company") payroll_period = frappe.db.sql(""" select name, start_date, end_date from `tabPayroll Period` diff --git a/erpnext/hr/doctype/salary_component/salary_component.json b/erpnext/hr/doctype/salary_component/salary_component.json index 986030d8c58..5487e1dee85 100644 --- a/erpnext/hr/doctype/salary_component/salary_component.json +++ b/erpnext/hr/doctype/salary_component/salary_component.json @@ -1,264 +1,263 @@ { - "allow_import": 1, - "allow_rename": 1, - "autoname": "field:salary_component", - "creation": "2016-06-30 15:42:43.631931", - "doctype": "DocType", - "document_type": "Setup", - "editable_grid": 1, - "engine": "InnoDB", - "field_order": [ - "salary_component", - "salary_component_abbr", - "type", - "description", - "column_break_4", - "is_payable", - "depends_on_payment_days", - "is_tax_applicable", - "deduct_full_tax_on_selected_payroll_date", - "round_to_the_nearest_integer", - "statistical_component", - "do_not_include_in_total", - "disabled", - "flexible_benefits", - "is_flexible_benefit", - "max_benefit_amount", - "column_break_9", - "pay_against_benefit_claim", - "only_tax_impact", - "create_separate_payment_entry_against_benefit_claim", - "section_break_11", - "variable_based_on_taxable_salary", - "section_break_5", - "accounts", - "condition_and_formula", - "condition", - "amount", - "amount_based_on_formula", - "formula", - "column_break_28", - "help" - ], - "fields": [ - { - "fieldname": "salary_component", - "fieldtype": "Data", - "in_list_view": 1, - "label": "Name", - "reqd": 1, - "unique": 1 - }, - { - "fieldname": "salary_component_abbr", - "fieldtype": "Data", - "in_list_view": 1, - "label": "Abbr", - "print_width": "120px", - "reqd": 1, - "width": "120px" - }, - { - "fieldname": "type", - "fieldtype": "Select", - "in_standard_filter": 1, - "label": "Type", - "options": "Earning\nDeduction", - "reqd": 1 - }, - { - "default": "1", - "depends_on": "eval:doc.type == \"Earning\"", - "fieldname": "is_tax_applicable", - "fieldtype": "Check", - "label": "Is Tax Applicable" - }, - { - "default": "1", - "fieldname": "is_payable", - "fieldtype": "Check", - "label": "Is Payable" - }, - { - "default": "1", - "fieldname": "depends_on_payment_days", - "fieldtype": "Check", - "label": "Depends on Payment Days", - "print_hide": 1 - }, - { - "default": "0", - "fieldname": "do_not_include_in_total", - "fieldtype": "Check", - "label": "Do Not Include in Total" - }, - { - "default": "0", - "depends_on": "is_tax_applicable", - "fieldname": "deduct_full_tax_on_selected_payroll_date", - "fieldtype": "Check", - "label": "Deduct Full Tax on Selected Payroll Date" - }, - { - "fieldname": "column_break_4", - "fieldtype": "Column Break" - }, - { - "default": "0", - "fieldname": "disabled", - "fieldtype": "Check", - "label": "Disabled" - }, - { - "fieldname": "description", - "fieldtype": "Small Text", - "in_list_view": 1, - "label": "Description" - }, - { - "default": "0", - "description": "If selected, the value specified or calculated in this component will not contribute to the earnings or deductions. However, it's value can be referenced by other components that can be added or deducted. ", - "fieldname": "statistical_component", - "fieldtype": "Check", - "label": "Statistical Component" - }, - { - "depends_on": "eval:doc.type==\"Earning\" && doc.statistical_component!=1", - "fieldname": "flexible_benefits", - "fieldtype": "Section Break", - "label": "Flexible Benefits" - }, - { - "default": "0", - "fieldname": "is_flexible_benefit", - "fieldtype": "Check", - "label": "Is Flexible Benefit" - }, - { - "depends_on": "is_flexible_benefit", - "fieldname": "max_benefit_amount", - "fieldtype": "Currency", - "label": "Max Benefit Amount (Yearly)" - }, - { - "fieldname": "column_break_9", - "fieldtype": "Column Break" - }, - { - "default": "0", - "depends_on": "is_flexible_benefit", - "fieldname": "pay_against_benefit_claim", - "fieldtype": "Check", - "label": "Pay Against Benefit Claim" - }, - { - "default": "0", - "depends_on": "eval:doc.is_flexible_benefit == 1 & doc.create_separate_payment_entry_against_benefit_claim !=1", - "fieldname": "only_tax_impact", - "fieldtype": "Check", - "label": "Only Tax Impact (Cannot Claim But Part of Taxable Income)" - }, - { - "default": "0", - "depends_on": "eval:doc.is_flexible_benefit == 1 & doc.only_tax_impact !=1", - "fieldname": "create_separate_payment_entry_against_benefit_claim", - "fieldtype": "Check", - "label": "Create Separate Payment Entry Against Benefit Claim" - }, - { - "depends_on": "eval:doc.type=='Deduction'", - "fieldname": "section_break_11", - "fieldtype": "Section Break" - }, - { - "default": "0", - "fieldname": "variable_based_on_taxable_salary", - "fieldtype": "Check", - "label": "Variable Based On Taxable Salary" - }, - { - "depends_on": "eval:doc.statistical_component != 1", - "fieldname": "section_break_5", - "fieldtype": "Section Break", - "label": "Accounts" - }, - { - "fieldname": "accounts", - "fieldtype": "Table", - "label": "Accounts", - "options": "Salary Component Account" - }, - { - "collapsible": 1, - "depends_on": "eval:doc.is_flexible_benefit != 1 && doc.variable_based_on_taxable_salary != 1", - "fieldname": "condition_and_formula", - "fieldtype": "Section Break", - "label": "Condition and Formula" - }, - { - "fieldname": "condition", - "fieldtype": "Code", - "label": "Condition" - }, - { - "default": "0", - "fieldname": "amount_based_on_formula", - "fieldtype": "Check", - "label": "Amount based on formula" - }, - { - "depends_on": "amount_based_on_formula", - "fieldname": "formula", - "fieldtype": "Code", - "label": "Formula" - }, - { - "depends_on": "eval:doc.amount_based_on_formula!==1", - "fieldname": "amount", - "fieldtype": "Currency", - "label": "Amount" - }, - { - "fieldname": "column_break_28", - "fieldtype": "Column Break" - }, - { - "fieldname": "help", - "fieldtype": "HTML", - "label": "Help", - "options": "

Help

\n\n

Notes:

\n\n
    \n
  1. Use field base for using base salary of the Employee
    2. \n
  2. Use Salary Component abbreviations in conditions and formulas. BS = Basic Salary
    3. \n
  3. Use field name for employee details in conditions and formulas. Employment Type = employment_typeBranch = branch
    4. \n
  4. Use field name from Salary Slip in conditions and formulas. Payment Days = payment_daysLeave without pay = leave_without_pay
    5. \n
  5. Direct Amount can also be entered based on Condtion. See example 3
\n\n

Examples

\n
    \n
  1. Calculating Basic Salary based on base\n
    Condition: base < 10000
    \n
    Formula: base * .2
    2. \n
  2. Calculating HRA based on Basic SalaryBS \n
    Condition: BS > 2000
    \n
    Formula: BS * .1
    3. \n
  3. Calculating TDS based on Employment Typeemployment_type \n
    Condition: employment_type==\"Intern\"
    \n
    Amount: 1000
    4. \n
" - }, - { - "default": "0", - "fieldname": "round_to_the_nearest_integer", - "fieldtype": "Check", - "label": "Round to the Nearest Integer" - } - ], - "icon": "fa fa-flag", - "modified": "2019-06-05 11:34:14.231228", - "modified_by": "Administrator", - "module": "HR", - "name": "Salary Component", - "owner": "Administrator", - "permissions": [ - { - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "print": 1, - "read": 1, - "report": 1, - "role": "HR User", - "share": 1, - "write": 1 - }, - { - "read": 1, - "role": "Employee" - } - ], - "sort_field": "modified", - "sort_order": "DESC" - } \ No newline at end of file + "actions": [], + "allow_import": 1, + "allow_rename": 1, + "autoname": "field:salary_component", + "creation": "2016-06-30 15:42:43.631931", + "doctype": "DocType", + "document_type": "Setup", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "salary_component", + "salary_component_abbr", + "type", + "description", + "column_break_4", + "depends_on_payment_days", + "is_tax_applicable", + "deduct_full_tax_on_selected_payroll_date", + "variable_based_on_taxable_salary", + "exempted_from_income_tax", + "round_to_the_nearest_integer", + "statistical_component", + "do_not_include_in_total", + "disabled", + "flexible_benefits", + "is_flexible_benefit", + "max_benefit_amount", + "column_break_9", + "pay_against_benefit_claim", + "only_tax_impact", + "create_separate_payment_entry_against_benefit_claim", + "section_break_5", + "accounts", + "condition_and_formula", + "condition", + "amount", + "amount_based_on_formula", + "formula", + "column_break_28", + "help" + ], + "fields": [ + { + "fieldname": "salary_component", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Name", + "reqd": 1, + "unique": 1 + }, + { + "fieldname": "salary_component_abbr", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Abbr", + "print_width": "120px", + "reqd": 1, + "width": "120px" + }, + { + "fieldname": "type", + "fieldtype": "Select", + "in_standard_filter": 1, + "label": "Type", + "options": "Earning\nDeduction", + "reqd": 1 + }, + { + "default": "1", + "depends_on": "eval:doc.type == \"Earning\"", + "fieldname": "is_tax_applicable", + "fieldtype": "Check", + "label": "Is Tax Applicable" + }, + { + "default": "1", + "fieldname": "depends_on_payment_days", + "fieldtype": "Check", + "label": "Depends on Payment Days", + "print_hide": 1 + }, + { + "default": "0", + "fieldname": "do_not_include_in_total", + "fieldtype": "Check", + "label": "Do Not Include in Total" + }, + { + "default": "0", + "depends_on": "eval:doc.is_tax_applicable && doc.type=='Earning'", + "fieldname": "deduct_full_tax_on_selected_payroll_date", + "fieldtype": "Check", + "label": "Deduct Full Tax on Selected Payroll Date" + }, + { + "fieldname": "column_break_4", + "fieldtype": "Column Break" + }, + { + "default": "0", + "fieldname": "disabled", + "fieldtype": "Check", + "label": "Disabled" + }, + { + "fieldname": "description", + "fieldtype": "Small Text", + "in_list_view": 1, + "label": "Description" + }, + { + "default": "0", + "description": "If selected, the value specified or calculated in this component will not contribute to the earnings or deductions. However, it's value can be referenced by other components that can be added or deducted. ", + "fieldname": "statistical_component", + "fieldtype": "Check", + "label": "Statistical Component" + }, + { + "depends_on": "eval:doc.type==\"Earning\" && doc.statistical_component!=1", + "fieldname": "flexible_benefits", + "fieldtype": "Section Break", + "label": "Flexible Benefits" + }, + { + "default": "0", + "fieldname": "is_flexible_benefit", + "fieldtype": "Check", + "label": "Is Flexible Benefit" + }, + { + "depends_on": "is_flexible_benefit", + "fieldname": "max_benefit_amount", + "fieldtype": "Currency", + "label": "Max Benefit Amount (Yearly)" + }, + { + "fieldname": "column_break_9", + "fieldtype": "Column Break" + }, + { + "default": "0", + "depends_on": "is_flexible_benefit", + "fieldname": "pay_against_benefit_claim", + "fieldtype": "Check", + "label": "Pay Against Benefit Claim" + }, + { + "default": "0", + "depends_on": "eval:doc.is_flexible_benefit == 1 & doc.create_separate_payment_entry_against_benefit_claim !=1", + "fieldname": "only_tax_impact", + "fieldtype": "Check", + "label": "Only Tax Impact (Cannot Claim But Part of Taxable Income)" + }, + { + "default": "0", + "depends_on": "eval:doc.is_flexible_benefit == 1 & doc.only_tax_impact !=1", + "fieldname": "create_separate_payment_entry_against_benefit_claim", + "fieldtype": "Check", + "label": "Create Separate Payment Entry Against Benefit Claim" + }, + { + "default": "0", + "depends_on": "eval:doc.type == \"Deduction\"", + "fieldname": "variable_based_on_taxable_salary", + "fieldtype": "Check", + "label": "Variable Based On Taxable Salary" + }, + { + "depends_on": "eval:doc.statistical_component != 1", + "fieldname": "section_break_5", + "fieldtype": "Section Break", + "label": "Accounts" + }, + { + "fieldname": "accounts", + "fieldtype": "Table", + "label": "Accounts", + "options": "Salary Component Account" + }, + { + "collapsible": 1, + "depends_on": "eval:doc.is_flexible_benefit != 1 && doc.variable_based_on_taxable_salary != 1", + "fieldname": "condition_and_formula", + "fieldtype": "Section Break", + "label": "Condition and Formula" + }, + { + "fieldname": "condition", + "fieldtype": "Code", + "label": "Condition" + }, + { + "default": "0", + "fieldname": "amount_based_on_formula", + "fieldtype": "Check", + "label": "Amount based on formula" + }, + { + "depends_on": "amount_based_on_formula", + "fieldname": "formula", + "fieldtype": "Code", + "label": "Formula" + }, + { + "depends_on": "eval:doc.amount_based_on_formula!==1", + "fieldname": "amount", + "fieldtype": "Currency", + "label": "Amount" + }, + { + "fieldname": "column_break_28", + "fieldtype": "Column Break" + }, + { + "fieldname": "help", + "fieldtype": "HTML", + "label": "Help", + "options": "

Help

\n\n

Notes:

\n\n
    \n
  1. Use field base for using base salary of the Employee
    2. \n
  2. Use Salary Component abbreviations in conditions and formulas. BS = Basic Salary
    3. \n
  3. Use field name for employee details in conditions and formulas. Employment Type = employment_typeBranch = branch
    4. \n
  4. Use field name from Salary Slip in conditions and formulas. Payment Days = payment_daysLeave without pay = leave_without_pay
    5. \n
  5. Direct Amount can also be entered based on Condtion. See example 3
\n\n

Examples

\n
    \n
  1. Calculating Basic Salary based on base\n
    Condition: base < 10000
    \n
    Formula: base * .2
    2. \n
  2. Calculating HRA based on Basic SalaryBS \n
    Condition: BS > 2000
    \n
    Formula: BS * .1
    3. \n
  3. Calculating TDS based on Employment Typeemployment_type \n
    Condition: employment_type==\"Intern\"
    \n
    Amount: 1000
    4. \n
" + }, + { + "default": "0", + "fieldname": "round_to_the_nearest_integer", + "fieldtype": "Check", + "label": "Round to the Nearest Integer" + }, + { + "default": "0", + "depends_on": "eval:doc.type == \"Deduction\" && !doc.variable_based_on_taxable_salary", + "description": "If checked, the full amount will be deducted from taxable income before calculating income tax. Otherwise, it can be exempted via Employee Tax Exemption Declaration.", + "fieldname": "exempted_from_income_tax", + "fieldtype": "Check", + "label": "Exempted from Income Tax" + } + ], + "icon": "fa fa-flag", + "links": [], + "modified": "2020-04-24 14:50:28.994054", + "modified_by": "Administrator", + "module": "HR", + "name": "Salary Component", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR User", + "share": 1, + "write": 1 + }, + { + "read": 1, + "role": "Employee" + } + ], + "sort_field": "modified", + "sort_order": "DESC" +} \ No newline at end of file diff --git a/erpnext/hr/doctype/salary_component/test_records.json b/erpnext/hr/doctype/salary_component/test_records.json index 7b22b481f36..104b44ffa1b 100644 --- a/erpnext/hr/doctype/salary_component/test_records.json +++ b/erpnext/hr/doctype/salary_component/test_records.json @@ -3,14 +3,12 @@ "doctype": "Salary Component", "salary_component": "_Test Basic Salary", "type": "Earning", - "is_payable": 1, "is_tax_applicable": 1 }, { "doctype": "Salary Component", "salary_component": "_Test Allowance", "type": "Earning", - "is_payable": 1, "is_tax_applicable": 1 }, { @@ -27,14 +25,12 @@ "doctype": "Salary Component", "salary_component": "Basic", "type": "Earning", - "is_payable": 1, "is_tax_applicable": 1 }, { "doctype": "Salary Component", "salary_component": "Leave Encashment", "type": "Earning", - "is_payable": 1, "is_tax_applicable": 1 } ] \ No newline at end of file diff --git a/erpnext/hr/doctype/salary_component/test_salary_component.py b/erpnext/hr/doctype/salary_component/test_salary_component.py index 965cc9e9ffd..4f7db0c71ca 100644 --- a/erpnext/hr/doctype/salary_component/test_salary_component.py +++ b/erpnext/hr/doctype/salary_component/test_salary_component.py @@ -18,6 +18,5 @@ def create_salary_component(component_name, **args): "doctype": "Salary Component", "salary_component": component_name, "type": args.get("type") or "Earning", - "is_payable": args.get("is_payable") or 1, "is_tax_applicable": args.get("is_tax_applicable") or 1 }).insert() diff --git a/erpnext/hr/doctype/salary_detail/salary_detail.json b/erpnext/hr/doctype/salary_detail/salary_detail.json index 5a55593506c..5ac7e69f296 100644 --- a/erpnext/hr/doctype/salary_detail/salary_detail.json +++ b/erpnext/hr/doctype/salary_detail/salary_detail.json @@ -12,6 +12,7 @@ "deduct_full_tax_on_selected_payroll_date", "depends_on_payment_days", "is_tax_applicable", + "exempted_from_income_tax", "is_flexible_benefit", "variable_based_on_taxable_salary", "section_break_2", @@ -63,6 +64,7 @@ }, { "default": "0", + "depends_on": "eval:doc.parentfield=='earnings'", "fetch_from": "salary_component.is_tax_applicable", "fieldname": "is_tax_applicable", "fieldtype": "Check", @@ -72,6 +74,7 @@ }, { "default": "0", + "depends_on": "eval:doc.parentfield=='earnings'", "fetch_from": "salary_component.is_flexible_benefit", "fieldname": "is_flexible_benefit", "fieldtype": "Check", @@ -81,6 +84,7 @@ }, { "default": "0", + "depends_on": "eval:doc.parentfield=='deductions'", "fetch_from": "salary_component.variable_based_on_taxable_salary", "fieldname": "variable_based_on_taxable_salary", "fieldtype": "Check", @@ -194,12 +198,20 @@ "fieldtype": "Link", "label": "Additional Salary ", "options": "Additional Salary", + }, + { + "default": "0", + "depends_on": "eval:doc.parentfield=='deductions'", + "fetch_from": "salary_component.exempted_from_income_tax", + "fieldname": "exempted_from_income_tax", + "fieldtype": "Check", + "label": "Exempted from Income Tax", "read_only": 1 } ], "istable": 1, "links": [], - "modified": "2020-03-02 18:16:38.571005", + "modified": "2020-04-24 20:00:16.475295", "modified_by": "Administrator", "module": "HR", "name": "Salary Detail", diff --git a/erpnext/hr/doctype/salary_slip/salary_slip.js b/erpnext/hr/doctype/salary_slip/salary_slip.js index f430eeed4ee..1c4d4e34c56 100644 --- a/erpnext/hr/doctype/salary_slip/salary_slip.js +++ b/erpnext/hr/doctype/salary_slip/salary_slip.js @@ -51,7 +51,7 @@ frappe.ui.form.on("Salary Slip", { }, end_date: function(frm) { - frm.events.get_emp_and_leave_details(frm); + frm.events.get_emp_and_working_day_details(frm); }, set_end_date: function(frm){ @@ -86,7 +86,7 @@ frappe.ui.form.on("Salary Slip", { salary_slip_based_on_timesheet: function(frm) { frm.trigger("toggle_fields"); - frm.events.get_emp_and_leave_details(frm); + frm.events.get_emp_and_working_day_details(frm); }, payroll_frequency: function(frm) { @@ -95,15 +95,14 @@ frappe.ui.form.on("Salary Slip", { }, employee: function(frm) { - frm.events.get_emp_and_leave_details(frm); + frm.events.get_emp_and_working_day_details(frm); }, leave_without_pay: function(frm){ if (frm.doc.employee && frm.doc.start_date && frm.doc.end_date) { return frappe.call({ - method: 'process_salary_based_on_leave', + method: 'process_salary_based_on_working_days', doc: frm.doc, - args: {"lwp": frm.doc.leave_without_pay}, callback: function(r, rt) { frm.refresh(); } @@ -115,12 +114,12 @@ frappe.ui.form.on("Salary Slip", { frm.toggle_display(['hourly_wages', 'timesheets'], cint(frm.doc.salary_slip_based_on_timesheet)===1); frm.toggle_display(['payment_days', 'total_working_days', 'leave_without_pay'], - frm.doc.payroll_frequency!=""); + frm.doc.payroll_frequency != ""); }, - get_emp_and_leave_details: function(frm) { + get_emp_and_working_day_details: function(frm) { return frappe.call({ - method: 'get_emp_and_leave_details', + method: 'get_emp_and_working_day_details', doc: frm.doc, callback: function(r, rt) { frm.refresh(); diff --git a/erpnext/hr/doctype/salary_slip/salary_slip.json b/erpnext/hr/doctype/salary_slip/salary_slip.json index e73d41a28ed..54a8164587e 100644 --- a/erpnext/hr/doctype/salary_slip/salary_slip.json +++ b/erpnext/hr/doctype/salary_slip/salary_slip.json @@ -11,20 +11,20 @@ "employee_name", "department", "designation", + "branch", "column_break1", - "company", + "status", "journal_entry", "payroll_entry", + "company", "letter_head", - "branch", - "status", "section_break_10", "salary_slip_based_on_timesheet", - "payroll_frequency", "start_date", "end_date", "column_break_15", "salary_structure", + "payroll_frequency", "total_working_days", "leave_without_pay", "payment_days", @@ -309,6 +309,7 @@ { "fieldname": "earning", "fieldtype": "Column Break", + "label": "Earning", "oldfieldtype": "Column Break", "width": "50%" }, @@ -323,6 +324,7 @@ { "fieldname": "deduction", "fieldtype": "Column Break", + "label": "Deduction", "oldfieldtype": "Column Break", "width": "50%" }, @@ -372,8 +374,7 @@ "fieldtype": "Table", "label": "Employee Loan", "options": "Salary Slip Loan", - "print_hide": 1, - "read_only": 1 + "print_hide": 1 }, { "fieldname": "section_break_43", @@ -464,7 +465,7 @@ "idx": 9, "is_submittable": 1, "links": [], - "modified": "2019-12-31 17:13:45.146271", + "modified": "2020-04-14 20:02:53.159827", "modified_by": "Administrator", "module": "HR", "name": "Salary Slip", diff --git a/erpnext/hr/doctype/salary_slip/salary_slip.py b/erpnext/hr/doctype/salary_slip/salary_slip.py index 1d19427dc44..46600a47ba6 100644 --- a/erpnext/hr/doctype/salary_slip/salary_slip.py +++ b/erpnext/hr/doctype/salary_slip/salary_slip.py @@ -5,7 +5,7 @@ from __future__ import unicode_literals import frappe, erpnext import datetime, math -from frappe.utils import add_days, cint, cstr, flt, getdate, rounded, date_diff, money_in_words +from frappe.utils import add_days, cint, cstr, flt, getdate, rounded, date_diff, money_in_words, formatdate from frappe.model.naming import make_autoname from frappe import msgprint, _ @@ -44,9 +44,9 @@ class SalarySlip(TransactionBase): if not (len(self.get("earnings")) or len(self.get("deductions"))): # get details from salary structure - self.get_emp_and_leave_details() + self.get_emp_and_working_day_details() else: - self.get_leave_details(lwp = self.leave_without_pay) + self.get_working_days_details(lwp = self.leave_without_pay) self.calculate_net_pay() @@ -116,7 +116,7 @@ class SalarySlip(TransactionBase): self.start_date = date_details.start_date self.end_date = date_details.end_date - def get_emp_and_leave_details(self): + def get_emp_and_working_day_details(self): '''First time, load all the components from salary structure''' if self.employee: self.set("earnings", []) @@ -128,7 +128,8 @@ class SalarySlip(TransactionBase): joining_date, relieving_date = frappe.get_cached_value("Employee", self.employee, ["date_of_joining", "relieving_date"]) - self.get_leave_details(joining_date, relieving_date) + #getin leave details + self.get_working_days_details(joining_date, relieving_date) struct = self.check_sal_struct(joining_date, relieving_date) if struct: @@ -187,10 +188,9 @@ class SalarySlip(TransactionBase): make_salary_slip(self._salary_structure_doc.name, self) - def get_leave_details(self, joining_date=None, relieving_date=None, lwp=None, for_preview=0): - if not joining_date: - joining_date, relieving_date = frappe.get_cached_value("Employee", self.employee, - ["date_of_joining", "relieving_date"]) + def get_working_days_details(self, joining_date=None, relieving_date=None, lwp=None, for_preview=0): + payroll_based_on = frappe.db.get_value("HR Settings", None, "payroll_based_on") + include_holidays_in_total_working_days = frappe.db.get_single_value("HR Settings", "include_holidays_in_total_working_days") working_days = date_diff(self.end_date, self.start_date) + 1 if for_preview: @@ -199,24 +199,42 @@ class SalarySlip(TransactionBase): return holidays = self.get_holidays_for_employee(self.start_date, self.end_date) - actual_lwp = self.calculate_lwp(holidays, working_days) - if not cint(frappe.db.get_value("HR Settings", None, "include_holidays_in_total_working_days")): + + if not cint(include_holidays_in_total_working_days): working_days -= len(holidays) if working_days < 0: frappe.throw(_("There are more holidays than working days this month.")) + if not payroll_based_on: + frappe.throw(_("Please set Payroll based on in HR settings")) + + if payroll_based_on == "Attendance": + actual_lwp = self.calculate_lwp_based_on_attendance(holidays) + else: + actual_lwp = self.calculate_lwp_based_on_leave_application(holidays, working_days) + if not lwp: lwp = actual_lwp elif lwp != actual_lwp: - frappe.msgprint(_("Leave Without Pay does not match with approved Leave Application records")) + frappe.msgprint(_("Leave Without Pay does not match with approved {} records") + .format(payroll_based_on)) - self.total_working_days = working_days self.leave_without_pay = lwp + self.total_working_days = working_days - payment_days = flt(self.get_payment_days(joining_date, relieving_date)) - flt(lwp) - self.payment_days = payment_days > 0 and payment_days or 0 + payment_days = self.get_payment_days(joining_date, + relieving_date, include_holidays_in_total_working_days) + + if flt(payment_days) > flt(lwp): + self.payment_days = flt(payment_days) - flt(lwp) + else: + self.payment_days = 0 + + def get_payment_days(self, joining_date, relieving_date, include_holidays_in_total_working_days): + if not joining_date: + joining_date, relieving_date = frappe.get_cached_value("Employee", self.employee, + ["date_of_joining", "relieving_date"]) - def get_payment_days(self, joining_date, relieving_date): start_date = getdate(self.start_date) if joining_date: if getdate(self.start_date) <= joining_date <= getdate(self.end_date): @@ -234,9 +252,10 @@ class SalarySlip(TransactionBase): payment_days = date_diff(end_date, start_date) + 1 - if not cint(frappe.db.get_value("HR Settings", None, "include_holidays_in_total_working_days")): + if not cint(include_holidays_in_total_working_days): holidays = self.get_holidays_for_employee(start_date, end_date) payment_days -= len(holidays) + return payment_days def get_holidays_for_employee(self, start_date, end_date): @@ -255,27 +274,67 @@ class SalarySlip(TransactionBase): return holidays - def calculate_lwp(self, holidays, working_days): + def calculate_lwp_based_on_leave_application(self, holidays, working_days): lwp = 0 holidays = "','".join(holidays) + daily_wages_fraction_for_half_day = \ + flt(frappe.db.get_value("HR Settings", None, "daily_wages_fraction_for_half_day")) or 0.5 + for d in range(working_days): dt = add_days(cstr(getdate(self.start_date)), d) leave = frappe.db.sql(""" SELECT t1.name, - CASE WHEN t1.half_day_date = %(dt)s or t1.to_date = t1.from_date + CASE WHEN (t1.half_day_date = %(dt)s or t1.to_date = t1.from_date) THEN t1.half_day else 0 END FROM `tabLeave Application` t1, `tabLeave Type` t2 WHERE t2.name = t1.leave_type AND t2.is_lwp = 1 AND t1.docstatus = 1 AND t1.employee = %(employee)s - AND CASE WHEN t2.include_holiday != 1 THEN %(dt)s not in ('{0}') and %(dt)s between from_date and to_date and ifnull(t1.salary_slip, '') = '' - WHEN t2.include_holiday THEN %(dt)s between from_date and to_date and ifnull(t1.salary_slip, '') = '' - END + AND ifnull(t1.salary_slip, '') = '' + AND CASE + WHEN t2.include_holiday != 1 + THEN %(dt)s not in ('{0}') and %(dt)s between from_date and to_date + WHEN t2.include_holiday + THEN %(dt)s between from_date and to_date + END """.format(holidays), {"employee": self.employee, "dt": dt}) if leave: - lwp = cint(leave[0][1]) and (lwp + 0.5) or (lwp + 1) + is_half_day_leave = cint(leave[0][1]) + lwp += (1 - daily_wages_fraction_for_half_day) if is_half_day_leave else 1 + + return lwp + + def calculate_lwp_based_on_attendance(self, holidays): + lwp = 0 + + daily_wages_fraction_for_half_day = \ + flt(frappe.db.get_value("HR Settings", None, "daily_wages_fraction_for_half_day")) or 0.5 + + lwp_leave_types = dict(frappe.get_all("Leave Type", {"is_lwp": 1}, ["name", "include_holiday"], as_list=1)) + + attendances = frappe.db.sql(''' + SELECT attendance_date, status, leave_type + FROM `tabAttendance` + WHERE + status in ("Absent", "Half Day", "On leave") + AND employee = %s + AND docstatus = 1 + AND attendance_date between %s and %s + ''', values=(self.employee, self.start_date, self.end_date), as_dict=1) + + for d in attendances: + if d.status in ('Half Day', 'On Leave') and d.leave_type and d.leave_type not in lwp_leave_types: + continue + + if formatdate(d.attendance_date, "yyyy-mm-dd") in holidays: + if d.status == "Absent" or \ + (d.leave_type and d.leave_type in lwp_leave_types and not lwp_leave_types[d.leave_type]): + continue + + lwp += (1 - daily_wages_fraction_for_half_day) if d.status == "Half Day" else 1 + return lwp def add_earning_for_hourly_wages(self, doc, salary_component, amount): @@ -355,13 +414,13 @@ class SalarySlip(TransactionBase): def eval_condition_and_formula(self, d, data): try: - condition = d.condition.strip() if d.condition else None + condition = d.condition.strip().replace("\n", " ") if d.condition else None if condition: if not frappe.safe_eval(condition, self.whitelisted_globals, data): return None amount = d.amount if d.amount_based_on_formula: - formula = d.formula.strip() if d.formula else None + formula = d.formula.strip().replace("\n", " ") if d.formula else None if formula: amount = flt(frappe.safe_eval(formula, self.whitelisted_globals, data), d.precision("amount")) if amount: @@ -451,7 +510,8 @@ class SalarySlip(TransactionBase): 'is_flexible_benefit': struct_row.is_flexible_benefit, 'variable_based_on_taxable_salary': struct_row.variable_based_on_taxable_salary, 'deduct_full_tax_on_selected_payroll_date': struct_row.deduct_full_tax_on_selected_payroll_date, - 'additional_amount': amount if struct_row.get("is_additional_component") else 0 + 'additional_amount': amount if struct_row.get("is_additional_component") else 0, + 'exempted_from_income_tax': struct_row.exempted_from_income_tax }) else: if struct_row.get("is_additional_component"): @@ -483,10 +543,12 @@ class SalarySlip(TransactionBase): return self.calculate_variable_tax(payroll_period, tax_component) def calculate_variable_tax(self, payroll_period, tax_component): + # get Tax slab from salary structure assignment for the employee and payroll period + tax_slab = self.get_income_tax_slabs(payroll_period) + # get remaining numbers of sub-period (period for which one salary is processed) remaining_sub_periods = get_period_factor(self.employee, self.start_date, self.end_date, self.payroll_frequency, payroll_period)[1] - # get taxable_earnings, paid_taxes for previous period previous_taxable_earnings = self.get_taxable_earnings_for_prev_period(payroll_period.start_date, self.start_date) previous_total_paid_taxes = self.get_tax_paid_in_period(payroll_period.start_date, self.start_date, tax_component) @@ -508,23 +570,27 @@ class SalarySlip(TransactionBase): unclaimed_taxable_benefits += current_taxable_earnings_for_payment_days.flexi_benefits # Total exemption amount based on tax exemption declaration - total_exemption_amount, other_incomes = self.get_total_exemption_amount_and_other_incomes(payroll_period) + total_exemption_amount = self.get_total_exemption_amount(payroll_period, tax_slab) + + #Employee Other Incomes + other_incomes = self.get_income_form_other_sources(payroll_period) or 0.0 # Total taxable earnings including additional and other incomes total_taxable_earnings = previous_taxable_earnings + current_structured_taxable_earnings + future_structured_taxable_earnings \ + current_additional_earnings + other_incomes + unclaimed_taxable_benefits - total_exemption_amount - + # Total taxable earnings without additional earnings with full tax total_taxable_earnings_without_full_tax_addl_components = total_taxable_earnings - current_additional_earnings_with_full_tax # Structured tax amount - total_structured_tax_amount = self.calculate_tax_by_tax_slab(payroll_period, total_taxable_earnings_without_full_tax_addl_components) + total_structured_tax_amount = self.calculate_tax_by_tax_slab( + total_taxable_earnings_without_full_tax_addl_components, tax_slab) current_structured_tax_amount = (total_structured_tax_amount - previous_total_paid_taxes) / remaining_sub_periods - + # Total taxable earnings with additional earnings with full tax full_tax_on_additional_earnings = 0.0 if current_additional_earnings_with_full_tax: - total_tax_amount = self.calculate_tax_by_tax_slab(payroll_period, total_taxable_earnings) + total_tax_amount = self.calculate_tax_by_tax_slab(total_taxable_earnings, tax_slab) full_tax_on_additional_earnings = total_tax_amount - total_structured_tax_amount current_tax_amount = current_structured_tax_amount + full_tax_on_additional_earnings @@ -533,12 +599,30 @@ class SalarySlip(TransactionBase): return current_tax_amount + def get_income_tax_slabs(self, payroll_period): + income_tax_slab, ss_assignment_name = frappe.db.get_value("Salary Structure Assignment", + {"employee": self.employee, "salary_structure": self.salary_structure, "docstatus": 1}, ["income_tax_slab", 'name']) + + if not income_tax_slab: + frappe.throw(_("Income Tax Slab not set in Salary Structure Assignment: {0}").format(ss_assignment_name)) + + income_tax_slab_doc = frappe.get_doc("Income Tax Slab", income_tax_slab) + if income_tax_slab_doc.disabled: + frappe.throw(_("Income Tax Slab: {0} is disabled").format(income_tax_slab)) + + if getdate(income_tax_slab_doc.effective_from) > getdate(payroll_period.start_date): + frappe.throw(_("Income Tax Slab must be effective on or before Payroll Period Start Date: {0}") + .format(payroll_period.start_date)) + + return income_tax_slab_doc + + def get_taxable_earnings_for_prev_period(self, start_date, end_date): taxable_earnings = frappe.db.sql(""" select sum(sd.amount) from `tabSalary Detail` sd join `tabSalary Slip` ss on sd.parent=ss.name - where + where sd.parentfield='earnings' and sd.is_tax_applicable=1 and is_flexible_benefit=0 @@ -551,7 +635,28 @@ class SalarySlip(TransactionBase): "from_date": start_date, "to_date": end_date }) - return flt(taxable_earnings[0][0]) if taxable_earnings else 0 + taxable_earnings = flt(taxable_earnings[0][0]) if taxable_earnings else 0 + + exempted_amount = frappe.db.sql(""" + select sum(sd.amount) + from + `tabSalary Detail` sd join `tabSalary Slip` ss on sd.parent=ss.name + where + sd.parentfield='deductions' + and sd.exempted_from_income_tax=1 + and is_flexible_benefit=0 + and ss.docstatus=1 + and ss.employee=%(employee)s + and ss.start_date between %(from_date)s and %(to_date)s + and ss.end_date between %(from_date)s and %(to_date)s + """, { + "employee": self.employee, + "from_date": start_date, + "to_date": end_date + }) + exempted_amount = flt(exempted_amount[0][0]) if exempted_amount else 0 + + return taxable_earnings - exempted_amount def get_tax_paid_in_period(self, start_date, end_date, tax_component): # find total_tax_paid, tax paid for benefit, additional_salary @@ -611,6 +716,13 @@ class SalarySlip(TransactionBase): else: taxable_earnings += amount + for ded in self.deductions: + if ded.exempted_from_income_tax: + amount = ded.amount + if based_on_payment_days: + amount = self.get_amount_based_on_payment_days(ded, joining_date, relieving_date)[0] + taxable_earnings -= flt(amount) + return frappe._dict({ "taxable_earnings": taxable_earnings, "additional_income": additional_income, @@ -673,40 +785,63 @@ class SalarySlip(TransactionBase): return total_benefits_paid - total_benefits_claimed - def get_total_exemption_amount_and_other_incomes(self, payroll_period): - total_exemption_amount, other_incomes = 0, 0 - if self.deduct_tax_for_unsubmitted_tax_exemption_proof: - exemption_proof = frappe.db.get_value("Employee Tax Exemption Proof Submission", - {"employee": self.employee, "payroll_period": payroll_period.name, "docstatus": 1}, - ["exemption_amount", "income_from_other_sources"]) - if exemption_proof: - total_exemption_amount, other_incomes = exemption_proof - else: - declaration = frappe.db.get_value("Employee Tax Exemption Declaration", - {"employee": self.employee, "payroll_period": payroll_period.name, "docstatus": 1}, - ["total_exemption_amount", "income_from_other_sources"]) - if declaration: - total_exemption_amount, other_incomes = declaration + def get_total_exemption_amount(self, payroll_period, tax_slab): + total_exemption_amount = 0 + if tax_slab.allow_tax_exemption: + if self.deduct_tax_for_unsubmitted_tax_exemption_proof: + exemption_proof = frappe.db.get_value("Employee Tax Exemption Proof Submission", + {"employee": self.employee, "payroll_period": payroll_period.name, "docstatus": 1}, + ["exemption_amount"]) + if exemption_proof: + total_exemption_amount = exemption_proof + else: + declaration = frappe.db.get_value("Employee Tax Exemption Declaration", + {"employee": self.employee, "payroll_period": payroll_period.name, "docstatus": 1}, + ["total_exemption_amount"]) + if declaration: + total_exemption_amount = declaration - return total_exemption_amount, other_incomes + total_exemption_amount += flt(tax_slab.standard_tax_exemption_amount) - def calculate_tax_by_tax_slab(self, payroll_period, annual_taxable_earning): - payroll_period_obj = frappe.get_doc("Payroll Period", payroll_period) - annual_taxable_earning -= flt(payroll_period_obj.standard_tax_exemption_amount) + return total_exemption_amount + + def get_income_form_other_sources(self, payroll_period): + return frappe.get_all("Employee Other Income", + filters={ + "employee": self.employee, + "payroll_period": payroll_period.name, + "company": self.company, + "docstatus": 1 + }, + fields="SUM(amount) as total_amount" + )[0].total_amount + + def calculate_tax_by_tax_slab(self, annual_taxable_earning, tax_slab): data = self.get_data_for_eval() data.update({"annual_taxable_earning": annual_taxable_earning}) - taxable_amount = 0 - for slab in payroll_period_obj.taxable_salary_slabs: + tax_amount = 0 + for slab in tax_slab.slabs: if slab.condition and not self.eval_tax_slab_condition(slab.condition, data): continue if not slab.to_amount and annual_taxable_earning > slab.from_amount: - taxable_amount += (annual_taxable_earning - slab.from_amount) * slab.percent_deduction *.01 + tax_amount += (annual_taxable_earning - slab.from_amount) * slab.percent_deduction *.01 continue if annual_taxable_earning > slab.from_amount and annual_taxable_earning < slab.to_amount: - taxable_amount += (annual_taxable_earning - slab.from_amount) * slab.percent_deduction *.01 + tax_amount += (annual_taxable_earning - slab.from_amount) * slab.percent_deduction *.01 elif annual_taxable_earning > slab.from_amount and annual_taxable_earning > slab.to_amount: - taxable_amount += (slab.to_amount - slab.from_amount) * slab.percent_deduction * .01 - return taxable_amount + tax_amount += (slab.to_amount - slab.from_amount) * slab.percent_deduction * .01 + + # other taxes and charges on income tax + for d in tax_slab.other_taxes_and_charges: + if flt(d.min_taxable_income) and flt(d.min_taxable_income) > tax_amount: + continue + + if flt(d.max_taxable_income) and flt(d.max_taxable_income) < tax_amount: + continue + + tax_amount += tax_amount * flt(d.percent) / 100 + + return tax_amount def eval_tax_slab_condition(self, condition, data): try: @@ -756,30 +891,37 @@ class SalarySlip(TransactionBase): d.amount = self.get_amount_based_on_payment_days(d, joining_date, relieving_date)[0] def set_loan_repayment(self): - self.set('loans', []) self.total_loan_repayment = 0 self.total_interest_amount = 0 self.total_principal_amount = 0 - for loan in self.get_loan_details(): + if not self.get('loans'): + for loan in self.get_loan_details(): - amounts = calculate_amounts(loan.name, self.posting_date, "Regular Payment") + amounts = calculate_amounts(loan.name, self.posting_date, "Regular Payment") - total_payment = amounts['interest_amount'] + amounts['payable_principal_amount'] + if amounts['interest_amount'] or amounts['payable_principal_amount']: + self.append('loans', { + 'loan': loan.name, + 'total_payment': amounts['interest_amount'] + amounts['payable_principal_amount'], + 'interest_amount': amounts['interest_amount'], + 'principal_amount': amounts['payable_principal_amount'], + 'loan_account': loan.loan_account, + 'interest_income_account': loan.interest_income_account + }) - if total_payment: - self.append('loans', { - 'loan': loan.name, - 'total_payment': total_payment, - 'interest_amount': amounts['interest_amount'], - 'principal_amount': amounts['payable_principal_amount'], - 'loan_account': loan.loan_account, - 'interest_income_account': loan.interest_income_account - }) + for payment in self.get('loans'): + amounts = calculate_amounts(payment.loan, self.posting_date, "Regular Payment") + total_amount = amounts['interest_amount'] + amounts['payable_principal_amount'] + if payment.total_payment > total_amount: + frappe.throw(_("""Row {0}: Paid amount {1} is greater than pending accrued amount {2} + against loan {3}""").format(payment.idx, frappe.bold(payment.total_payment), + frappe.bold(total_amount), frappe.bold(payment.loan))) - self.total_loan_repayment += total_payment - self.total_interest_amount += amounts['interest_amount'] - self.total_principal_amount += amounts['payable_principal_amount'] + self.total_interest_amount += payment.interest_amount + self.total_principal_amount += payment.principal_amount + + self.total_loan_repayment += payment.total_payment def get_loan_details(self): @@ -855,7 +997,7 @@ class SalarySlip(TransactionBase): if not self.salary_slip_based_on_timesheet: self.get_date_details() self.pull_emp_details() - self.get_leave_details(for_preview=for_preview) + self.get_working_days_details(for_preview=for_preview) self.calculate_net_pay() def pull_emp_details(self): @@ -864,8 +1006,8 @@ class SalarySlip(TransactionBase): self.bank_name = emp.bank_name self.bank_account_no = emp.bank_ac_no - def process_salary_based_on_leave(self, lwp=0): - self.get_leave_details(lwp=lwp) + def process_salary_based_on_working_days(self): + self.get_working_days_details(lwp=self.leave_without_pay) self.calculate_net_pay() def unlink_ref_doc_from_salary_slip(ref_no): diff --git a/erpnext/hr/doctype/salary_slip/test_salary_slip.py b/erpnext/hr/doctype/salary_slip/test_salary_slip.py index 9acfd1f5c64..fc687a355c0 100644 --- a/erpnext/hr/doctype/salary_slip/test_salary_slip.py +++ b/erpnext/hr/doctype/salary_slip/test_salary_slip.py @@ -21,18 +21,105 @@ class TestSalarySlip(unittest.TestCase): make_earning_salary_component(setup=True, company_list=["_Test Company"]) make_deduction_salary_component(setup=True, company_list=["_Test Company"]) - for dt in ["Leave Application", "Leave Allocation", "Salary Slip"]: + for dt in ["Leave Application", "Leave Allocation", "Salary Slip", "Attendance"]: frappe.db.sql("delete from `tab%s`" % dt) self.make_holiday_list() frappe.db.set_value("Company", erpnext.get_default_company(), "default_holiday_list", "Salary Slip Test Holiday List") frappe.db.set_value("HR Settings", None, "email_salary_slip_to_employee", 0) - + frappe.db.set_value('HR Settings', None, 'leave_status_notification_template', None) + frappe.db.set_value('HR Settings', None, 'leave_approval_notification_template', None) + def tearDown(self): frappe.db.set_value("HR Settings", None, "include_holidays_in_total_working_days", 0) frappe.set_user("Administrator") + def test_payment_days_based_on_attendance(self): + from erpnext.hr.doctype.attendance.attendance import mark_attendance + no_of_days = self.get_no_of_days() + + # Payroll based on attendance + frappe.db.set_value("HR Settings", None, "payroll_based_on", "Attendance") + frappe.db.set_value("HR Settings", None, "daily_wages_fraction_for_half_day", 0.75) + + emp_id = make_employee("test_for_attendance@salary.com") + frappe.db.set_value("Employee", emp_id, {"relieving_date": None, "status": "Active"}) + + frappe.db.set_value("Leave Type", "Leave Without Pay", "include_holiday", 0) + + month_start_date = get_first_day(nowdate()) + month_end_date = get_last_day(nowdate()) + + first_sunday = frappe.db.sql(""" + select holiday_date from `tabHoliday` + where parent = 'Salary Slip Test Holiday List' + and holiday_date between %s and %s + order by holiday_date + """, (month_start_date, month_end_date))[0][0] + + mark_attendance(emp_id, first_sunday, 'Absent', ignore_validate=True) # invalid lwp + mark_attendance(emp_id, add_days(first_sunday, 1), 'Absent', ignore_validate=True) # valid lwp + mark_attendance(emp_id, add_days(first_sunday, 2), 'Half Day', leave_type='Leave Without Pay', ignore_validate=True) # valid 0.75 lwp + mark_attendance(emp_id, add_days(first_sunday, 3), 'On Leave', leave_type='Leave Without Pay', ignore_validate=True) # valid lwp + mark_attendance(emp_id, add_days(first_sunday, 4), 'On Leave', leave_type='Casual Leave', ignore_validate=True) # invalid lwp + mark_attendance(emp_id, add_days(first_sunday, 7), 'On Leave', leave_type='Leave Without Pay', ignore_validate=True) # invalid lwp + + ss = make_employee_salary_slip("test_for_attendance@salary.com", "Monthly") + + self.assertEqual(ss.leave_without_pay, 2.25) + + days_in_month = no_of_days[0] + no_of_holidays = no_of_days[1] + + self.assertEqual(ss.payment_days, days_in_month - no_of_holidays - 2.25) + + #Gross pay calculation based on attendances + gross_pay = 78000 - ((78000 / (days_in_month - no_of_holidays)) * flt(ss.leave_without_pay)) + + self.assertEqual(ss.gross_pay, gross_pay) + + frappe.db.set_value("HR Settings", None, "payroll_based_on", "Leave") + + def test_payment_days_based_on_leave_application(self): + no_of_days = self.get_no_of_days() + + # Payroll based on attendance + frappe.db.set_value("HR Settings", None, "payroll_based_on", "Leave") + + emp_id = make_employee("test_for_attendance@salary.com") + frappe.db.set_value("Employee", emp_id, {"relieving_date": None, "status": "Active"}) + + frappe.db.set_value("Leave Type", "Leave Without Pay", "include_holiday", 0) + + month_start_date = get_first_day(nowdate()) + month_end_date = get_last_day(nowdate()) + + first_sunday = frappe.db.sql(""" + select holiday_date from `tabHoliday` + where parent = 'Salary Slip Test Holiday List' + and holiday_date between %s and %s + order by holiday_date + """, (month_start_date, month_end_date))[0][0] + + make_leave_application(emp_id, first_sunday, add_days(first_sunday, 3), "Leave Without Pay") + + ss = make_employee_salary_slip("test_for_attendance@salary.com", "Monthly") + + self.assertEqual(ss.leave_without_pay, 3) + + days_in_month = no_of_days[0] + no_of_holidays = no_of_days[1] + + self.assertEqual(ss.payment_days, days_in_month - no_of_holidays - 3) + + #Gross pay calculation based on attendances + gross_pay = 78000 - ((78000 / (days_in_month - no_of_holidays)) * flt(ss.leave_without_pay)) + + self.assertEqual(ss.gross_pay, gross_pay) + + frappe.db.set_value("HR Settings", None, "payroll_based_on", "Leave") + def test_salary_slip_with_holidays_included(self): no_of_days = self.get_no_of_days() frappe.db.set_value("HR Settings", None, "include_holidays_in_total_working_days", 1) @@ -47,10 +134,7 @@ class TestSalarySlip(unittest.TestCase): self.assertEqual(ss.payment_days, no_of_days[0]) self.assertEqual(ss.earnings[0].amount, 50000) self.assertEqual(ss.earnings[1].amount, 3000) - self.assertEqual(ss.deductions[0].amount, 5000) - self.assertEqual(ss.deductions[1].amount, 5000) self.assertEqual(ss.gross_pay, 78000) - self.assertEqual(ss.net_pay, 68000.0) def test_salary_slip_with_holidays_excluded(self): no_of_days = self.get_no_of_days() @@ -67,10 +151,7 @@ class TestSalarySlip(unittest.TestCase): self.assertEqual(ss.earnings[0].amount, 50000) self.assertEqual(ss.earnings[0].default_amount, 50000) self.assertEqual(ss.earnings[1].amount, 3000) - self.assertEqual(ss.deductions[0].amount, 5000) - self.assertEqual(ss.deductions[1].amount, 5000) self.assertEqual(ss.gross_pay, 78000) - self.assertEqual(ss.net_pay, 68000.0) def test_payment_days(self): no_of_days = self.get_no_of_days() @@ -80,8 +161,8 @@ class TestSalarySlip(unittest.TestCase): # set joinng date in the same month make_employee("test_employee@salary.com") if getdate(nowdate()).day >= 15: - date_of_joining = getdate(add_days(nowdate(),-10)) relieving_date = getdate(add_days(nowdate(),-10)) + date_of_joining = getdate(add_days(nowdate(),-10)) elif getdate(nowdate()).day < 15 and getdate(nowdate()).day >= 5: date_of_joining = getdate(add_days(nowdate(),-3)) relieving_date = getdate(add_days(nowdate(),-3)) @@ -131,9 +212,7 @@ class TestSalarySlip(unittest.TestCase): def test_email_salary_slip(self): frappe.db.sql("delete from `tabEmail Queue`") - hr_settings = frappe.get_doc("HR Settings", "HR Settings") - hr_settings.email_salary_slip_to_employee = 1 - hr_settings.save() + frappe.db.set_value("HR Settings", None, "email_salary_slip_to_employee", 1) make_employee("test_employee@salary.com") ss = make_employee_salary_slip("test_employee@salary.com", "Monthly") @@ -146,7 +225,7 @@ class TestSalarySlip(unittest.TestCase): def test_loan_repayment_salary_slip(self): from erpnext.loan_management.doctype.loan.test_loan import create_loan_type, create_loan, make_loan_disbursement_entry, create_loan_accounts - from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual import make_accrual_interest_entry_for_term_loans + from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual_for_term_loans applicant = make_employee("test_loanemployee@salary.com", company="_Test Company") @@ -166,7 +245,7 @@ class TestSalarySlip(unittest.TestCase): make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=add_months(nowdate(), -1)) - make_accrual_interest_entry_for_term_loans(posting_date=nowdate()) + process_loan_interest_accrual_for_term_loans(posting_date=nowdate()) ss = make_employee_salary_slip("test_loanemployee@salary.com", "Monthly") ss.submit() @@ -203,8 +282,11 @@ class TestSalarySlip(unittest.TestCase): # as per assigned salary structure 40500 in monthly salary so 236000*5/100/12 frappe.db.sql("""delete from `tabPayroll Period`""") frappe.db.sql("""delete from `tabSalary Component`""") + payroll_period = create_payroll_period() - create_tax_slab(payroll_period) + + create_tax_slab(payroll_period, allow_tax_exemption=True) + employee = make_employee("test_tax@salary.slip") delete_docs = [ "Salary Slip", @@ -230,8 +312,7 @@ class TestSalarySlip(unittest.TestCase): payroll_period, deduct_random=False) tax_paid = get_tax_paid_in_period(employee) - # total taxable income 586000, 250000 @ 5%, 86000 @ 20% ie. 12500 + 17200 - annual_tax = 113568 + annual_tax = 113589.0 try: self.assertEqual(tax_paid, annual_tax) except AssertionError: @@ -255,8 +336,7 @@ class TestSalarySlip(unittest.TestCase): raise # Submit proof for total 120000 - data["proof-1"] = create_proof_submission(employee, payroll_period, 50000) - data["proof-2"] = create_proof_submission(employee, payroll_period, 70000) + data["proof"] = create_proof_submission(employee, payroll_period, 120000) # Submit benefit claim for total 50000 data["benefit-1"] = create_benefit_claim(employee, payroll_period, 15000, "Medical Allowance") @@ -270,7 +350,7 @@ class TestSalarySlip(unittest.TestCase): # total taxable income 416000, 166000 @ 5% ie. 8300 try: - self.assertEqual(tax_paid, 88608) + self.assertEqual(tax_paid, 82389.0) except AssertionError: print("\nSalary Slip - Tax calculation failed on following case\n", data, "\n") raise @@ -285,7 +365,7 @@ class TestSalarySlip(unittest.TestCase): # total taxable income 566000, 250000 @ 5%, 66000 @ 20%, 12500 + 13200 tax_paid = get_tax_paid_in_period(employee) try: - self.assertEqual(tax_paid, 121211) + self.assertEqual(tax_paid, annual_tax) except AssertionError: print("\nSalary Slip - Tax calculation failed on following case\n", data, "\n") raise @@ -322,11 +402,11 @@ class TestSalarySlip(unittest.TestCase): return [no_of_days_in_month[1], no_of_holidays_in_month] - def make_employee_salary_slip(user, payroll_frequency, salary_structure=None): from erpnext.hr.doctype.salary_structure.test_salary_structure import make_salary_structure if not salary_structure: salary_structure = payroll_frequency + " Salary Structure Test for Salary Slip" + employee = frappe.db.get_value("Employee", {"user_id": user}) salary_structure_doc = make_salary_structure(salary_structure, payroll_frequency, employee) salary_slip = frappe.db.get_value("Salary Slip", {"employee": frappe.db.get_value("Employee", {"user_id": user})}) @@ -456,17 +536,15 @@ def make_deduction_salary_component(setup=False, test_tax=False, company_list=No { "salary_component": 'Professional Tax', "abbr":'PT', - "condition": 'base > 10000', - "formula": 'base*.1', "type": "Deduction", - "amount_based_on_formula": 1 + "amount": 200, + "exempted_from_income_tax": 1 + }, { "salary_component": 'TDS', "abbr":'T', - "formula": 'base*.1', "type": "Deduction", - "amount_based_on_formula": 1, "depends_on_payment_days": 0, "variable_based_on_taxable_salary": 1, "round_to_the_nearest_integer": 1 @@ -477,9 +555,7 @@ def make_deduction_salary_component(setup=False, test_tax=False, company_list=No "salary_component": 'TDS', "abbr":'T', "condition": 'employment_type=="Intern"', - "formula": 'base*.1', "type": "Deduction", - "amount_based_on_formula": 1, "round_to_the_nearest_integer": 1 }) if setup or test_tax: @@ -535,29 +611,47 @@ def create_benefit_claim(employee, payroll_period, amount, component): }).submit() return claim_date -def create_tax_slab(payroll_period): - data = [ +def create_tax_slab(payroll_period, effective_date = None, allow_tax_exemption = False, dont_submit = False): + if frappe.db.exists("Income Tax Slab", "Tax Slab: " + payroll_period.name): + return + + slabs = [ { "from_amount": 250000, "to_amount": 500000, - "percent_deduction": 5.2, + "percent_deduction": 5, "condition": "annual_taxable_earning > 500000" }, { "from_amount": 500001, "to_amount": 1000000, - "percent_deduction": 20.8 + "percent_deduction": 20 }, { "from_amount": 1000001, - "percent_deduction": 31.2 + "percent_deduction": 30 } ] - payroll_period.taxable_salary_slabs = [] - for item in data: - payroll_period.append("taxable_salary_slabs", item) - payroll_period.standard_tax_exemption_amount = 52500 - payroll_period.save() + + income_tax_slab = frappe.new_doc("Income Tax Slab") + income_tax_slab.name = "Tax Slab: " + payroll_period.name + income_tax_slab.effective_from = effective_date or add_days(payroll_period.start_date, -2) + + if allow_tax_exemption: + income_tax_slab.allow_tax_exemption = 1 + income_tax_slab.standard_tax_exemption_amount = 50000 + + for item in slabs: + income_tax_slab.append("slabs", item) + + income_tax_slab.append("other_taxes_and_charges", { + "description": "cess", + "percent": 4 + }) + + income_tax_slab.save() + if not dont_submit: + income_tax_slab.submit() def create_salary_slips_for_payroll_period(employee, salary_structure, payroll_period, deduct_random=True): deducted_dates = [] @@ -595,3 +689,17 @@ def create_additional_salary(employee, payroll_period, amount): "type": "Earning" }).submit() return salary_date + +def make_leave_application(employee, from_date, to_date, leave_type, company=None): + leave_application = frappe.get_doc(dict( + doctype = 'Leave Application', + employee = employee, + leave_type = leave_type, + from_date = from_date, + to_date = to_date, + company = company or erpnext.get_default_company() or "_Test Company", + docstatus = 1, + status = "Approved", + leave_approver = 'test@example.com' + )) + leave_application.submit() \ No newline at end of file diff --git a/erpnext/hr/doctype/salary_structure/salary_structure.js b/erpnext/hr/doctype/salary_structure/salary_structure.js index 71204481006..7748403513f 100755 --- a/erpnext/hr/doctype/salary_structure/salary_structure.js +++ b/erpnext/hr/doctype/salary_structure/salary_structure.js @@ -82,6 +82,7 @@ frappe.ui.form.on('Salary Structure', { {fieldname:"employee", fieldtype: "Link", options: "Employee", label: __("Employee")}, {fieldname:'base_variable', fieldtype:'Section Break'}, {fieldname:'from_date', fieldtype:'Date', label: __('From Date'), "reqd": 1}, + {fieldname:'income_tax_slab', fieldtype:'Link', label: __('Income Tax Slab'), options: 'Income Tax Slab'}, {fieldname:'base_col_br', fieldtype:'Column Break'}, {fieldname:'base', fieldtype:'Currency', label: __('Base')}, {fieldname:'variable', fieldtype:'Currency', label: __('Variable')} diff --git a/erpnext/hr/doctype/salary_structure/salary_structure.py b/erpnext/hr/doctype/salary_structure/salary_structure.py index 568277f8a73..df76458fe02 100644 --- a/erpnext/hr/doctype/salary_structure/salary_structure.py +++ b/erpnext/hr/doctype/salary_structure/salary_structure.py @@ -16,6 +16,7 @@ class SalaryStructure(Document): self.validate_amount() self.strip_condition_and_formula_fields() self.validate_max_benefits_with_flexi() + self.validate_component_based_on_tax_slab() def set_missing_values(self): overwritten_fields = ["depends_on_payment_days", "variable_based_on_taxable_salary", "is_tax_applicable", "is_flexible_benefit"] @@ -34,6 +35,12 @@ class SalaryStructure(Document): for fieldname in overwritten_fields_if_missing: d.set(fieldname, component_default_value.get(fieldname)) + def validate_component_based_on_tax_slab(self): + for row in self.deductions: + if row.variable_based_on_taxable_salary and (row.amount or row.formula): + frappe.throw(_("Row #{0}: Cannot set amount or formula for Salary Component {1} with Variable Based On Taxable Salary") + .format(row.idx, row.salary_component)) + def validate_amount(self): if flt(self.net_pay) < 0 and self.salary_slip_based_on_timesheet: frappe.throw(_("Net pay cannot be negative")) @@ -82,21 +89,23 @@ class SalaryStructure(Document): @frappe.whitelist() def assign_salary_structure(self, company=None, grade=None, department=None, designation=None,employee=None, - from_date=None, base=None,variable=None): + from_date=None, base=None, variable=None, income_tax_slab=None): employees = self.get_employees(company= company, grade= grade,department= department,designation= designation,name=employee) if employees: if len(employees) > 20: frappe.enqueue(assign_salary_structure_for_employees, timeout=600, - employees=employees, salary_structure=self,from_date=from_date, base=base,variable=variable) + employees=employees, salary_structure=self,from_date=from_date, + base=base, variable=variable, income_tax_slab=income_tax_slab) else: - assign_salary_structure_for_employees(employees, self, from_date=from_date, base=base,variable=variable) + assign_salary_structure_for_employees(employees, self, from_date=from_date, + base=base, variable=variable, income_tax_slab=income_tax_slab) else: frappe.msgprint(_("No Employee Found")) -def assign_salary_structure_for_employees(employees, salary_structure, from_date=None, base=None,variable=None): +def assign_salary_structure_for_employees(employees, salary_structure, from_date=None, base=None, variable=None, income_tax_slab=None): salary_structures_assignments = [] existing_assignments_for = get_existing_assignments(employees, salary_structure, from_date) count=0 @@ -105,7 +114,8 @@ def assign_salary_structure_for_employees(employees, salary_structure, from_date continue count +=1 - salary_structures_assignment = create_salary_structures_assignment(employee, salary_structure, from_date, base, variable) + salary_structures_assignment = create_salary_structures_assignment(employee, + salary_structure, from_date, base, variable, income_tax_slab) salary_structures_assignments.append(salary_structures_assignment) frappe.publish_progress(count*100/len(set(employees) - set(existing_assignments_for)), title = _("Assigning Structures...")) @@ -113,7 +123,7 @@ def assign_salary_structure_for_employees(employees, salary_structure, from_date frappe.msgprint(_("Structures have been assigned successfully")) -def create_salary_structures_assignment(employee, salary_structure, from_date, base, variable): +def create_salary_structures_assignment(employee, salary_structure, from_date, base, variable, income_tax_slab=None): assignment = frappe.new_doc("Salary Structure Assignment") assignment.employee = employee assignment.salary_structure = salary_structure.name @@ -121,6 +131,7 @@ def create_salary_structures_assignment(employee, salary_structure, from_date, b assignment.from_date = from_date assignment.base = base assignment.variable = variable + assignment.income_tax_slab = income_tax_slab assignment.save(ignore_permissions = True) assignment.submit() return assignment.name diff --git a/erpnext/hr/doctype/salary_structure/test_salary_structure.py b/erpnext/hr/doctype/salary_structure/test_salary_structure.py index 6ca6dfd2c02..c1869f05d7d 100644 --- a/erpnext/hr/doctype/salary_structure/test_salary_structure.py +++ b/erpnext/hr/doctype/salary_structure/test_salary_structure.py @@ -9,8 +9,9 @@ from frappe.utils.make_random import get_random from frappe.utils import nowdate, add_days, add_years, getdate, add_months from erpnext.hr.doctype.salary_structure.salary_structure import make_salary_slip from erpnext.hr.doctype.salary_slip.test_salary_slip import make_earning_salary_component,\ - make_deduction_salary_component, make_employee_salary_slip + make_deduction_salary_component, make_employee_salary_slip, create_tax_slab from erpnext.hr.doctype.employee.test_employee import make_employee +from erpnext.hr.doctype.employee_tax_exemption_declaration.test_employee_tax_exemption_declaration import create_payroll_period test_dependencies = ["Fiscal Year"] @@ -70,10 +71,8 @@ class TestSalaryStructure(unittest.TestCase): self.assertEqual(sal_slip.get("earnings")[1].amount, 3000) self.assertEqual(sal_slip.get("earnings")[2].amount, 25000) self.assertEqual(sal_slip.get("gross_pay"), 78000) - self.assertEqual(sal_slip.get("deductions")[0].amount, 5000) - self.assertEqual(sal_slip.get("deductions")[1].amount, 5000) - self.assertEqual(sal_slip.get("total_deduction"), 10000) - self.assertEqual(sal_slip.get("net_pay"), 68000) + self.assertEqual(sal_slip.get("deductions")[0].amount, 200) + self.assertEqual(sal_slip.get("net_pay"), 78000 - sal_slip.get("total_deduction")) def test_whitespaces_in_formula_conditions_fields(self): salary_structure = make_salary_structure("Salary Structure Sample", "Monthly", dont_submit=True) @@ -112,6 +111,7 @@ def make_salary_structure(salary_structure, payroll_frequency, employee=None, do test_tax=False, company=None): if test_tax: frappe.db.sql("""delete from `tabSalary Structure` where name=%s""",(salary_structure)) + if not frappe.db.exists('Salary Structure', salary_structure): details = { "doctype": "Salary Structure", @@ -124,7 +124,8 @@ def make_salary_structure(salary_structure, payroll_frequency, employee=None, do } if other_details and isinstance(other_details, dict): details.update(other_details) - salary_structure_doc = frappe.get_doc(details).insert() + salary_structure_doc = frappe.get_doc(details) + salary_structure_doc.insert() if not dont_submit: salary_structure_doc.submit() else: @@ -139,13 +140,18 @@ def make_salary_structure(salary_structure, payroll_frequency, employee=None, do def create_salary_structure_assignment(employee, salary_structure, from_date=None, company=None): if frappe.db.exists("Salary Structure Assignment", {"employee": employee}): frappe.db.sql("""delete from `tabSalary Structure Assignment` where employee=%s""",(employee)) + + payroll_period = create_payroll_period() + create_tax_slab(payroll_period, allow_tax_exemption=True) + salary_structure_assignment = frappe.new_doc("Salary Structure Assignment") salary_structure_assignment.employee = employee salary_structure_assignment.base = 50000 salary_structure_assignment.variable = 5000 - salary_structure_assignment.from_date = from_date or add_months(nowdate(), -1) + salary_structure_assignment.from_date = from_date or add_days(nowdate(), -1) salary_structure_assignment.salary_structure = salary_structure salary_structure_assignment.company = company or erpnext.get_default_company() salary_structure_assignment.save(ignore_permissions=True) + salary_structure_assignment.income_tax_slab = "Tax Slab: _Test Payroll Period" salary_structure_assignment.submit() return salary_structure_assignment diff --git a/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.js b/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.js index 56a05e04956..818e853154d 100644 --- a/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.js +++ b/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.js @@ -20,6 +20,16 @@ frappe.ui.form.on('Salary Structure Assignment', { } } }); + + frm.set_query("income_tax_slab", function() { + return { + filters: { + company: frm.doc.company, + docstatus: 1, + disabled: 0 + } + } + }); }, employee: function(frm) { if(frm.doc.employee){ diff --git a/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.json b/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.json index 380c889477f..0098aa8ec80 100644 --- a/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.json +++ b/erpnext/hr/doctype/salary_structure_assignment/salary_structure_assignment.json @@ -10,11 +10,12 @@ "employee", "employee_name", "department", - "designation", + "company", "column_break_6", + "designation", "salary_structure", "from_date", - "company", + "income_tax_slab", "section_break_7", "base", "column_break_9", @@ -113,11 +114,17 @@ "options": "Salary Structure Assignment", "print_hide": 1, "read_only": 1 + }, + { + "fieldname": "income_tax_slab", + "fieldtype": "Link", + "label": "Income Tax Slab", + "options": "Income Tax Slab" } ], "is_submittable": 1, "links": [], - "modified": "2019-12-31 16:35:34.415099", + "modified": "2020-04-25 18:24:23.617088", "modified_by": "Administrator", "module": "HR", "name": "Salary Structure Assignment", diff --git a/erpnext/hr/doctype/upload_attendance/upload_attendance.py b/erpnext/hr/doctype/upload_attendance/upload_attendance.py index 1707e3578bf..f75bb4155ed 100644 --- a/erpnext/hr/doctype/upload_attendance/upload_attendance.py +++ b/erpnext/hr/doctype/upload_attendance/upload_attendance.py @@ -9,6 +9,8 @@ from frappe.utils import cstr, add_days, date_diff, getdate from frappe import _ from frappe.utils.csvutils import UnicodeWriter from frappe.model.document import Document +from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee +from erpnext.hr.utils import get_holidays_for_employee class UploadAttendance(Document): pass @@ -48,6 +50,7 @@ def add_data(w, args): def get_data(args): dates = get_dates(args) employees = get_active_employees() + holidays = get_holidays_for_employees([employee.name for employee in employees], args["from_date"], args["to_date"]) existing_attendance_records = get_existing_attendance_records(args) data = [] for date in dates: @@ -63,6 +66,9 @@ def get_data(args): and getdate(employee.date_of_joining) <= getdate(date) \ and getdate(employee.relieving_date) >= getdate(date): existing_attendance = existing_attendance_records[tuple([getdate(date), employee.name])] + + employee_holiday_list = get_holiday_list_for_employee(employee.name) + row = [ existing_attendance and existing_attendance.name or "", employee.name, employee.employee_name, date, @@ -70,9 +76,22 @@ def get_data(args): existing_attendance and existing_attendance.leave_type or "", employee.company, existing_attendance and existing_attendance.naming_series or get_naming_series(), ] + if date in holidays[employee_holiday_list]: + row[4] = "Holiday" data.append(row) + return data +def get_holidays_for_employees(employees, from_date, to_date): + holidays = {} + for employee in employees: + holiday_list = get_holiday_list_for_employee(employee) + holiday = get_holidays_for_employee(employee, getdate(from_date), getdate(to_date)) + if holiday_list not in holidays: + holidays[holiday_list] = holiday + + return holidays + def writedata(w, data): for row in data: w.writerow(row) @@ -123,6 +142,11 @@ def upload(): frappe.enqueue(import_attendances, rows=rows, now=True if len(rows) < 200 else False) def import_attendances(rows): + + def remove_holidays(rows): + rows = [ row for row in rows if row[4] != "Holiday"] + return + from frappe.modules import scrub rows = list(filter(lambda x: x and any(x), rows)) @@ -133,6 +157,8 @@ def import_attendances(rows): ret = [] error = False + rows = remove_holidays(rows) + from frappe.utils.csvutils import check_record, import_doc for i, row in enumerate(rows): diff --git a/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py b/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py index 35c8630e8e2..97be5cd813c 100644 --- a/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py +++ b/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py @@ -1,85 +1,186 @@ -# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors -# License: GNU General Public License v3. See license.txt +# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt from __future__ import unicode_literals import frappe -from frappe import _ from frappe.utils import flt -from erpnext.hr.doctype.leave_application.leave_application \ - import get_leave_balance_on, get_leaves_for_period - -from erpnext.hr.report.employee_leave_balance_summary.employee_leave_balance_summary \ - import get_department_leave_approver_map +from frappe import _ +from erpnext.hr.doctype.leave_application.leave_application import get_leaves_for_period, get_leave_balance_on, get_leave_allocation_records def execute(filters=None): - leave_types = frappe.db.sql_list("select name from `tabLeave Type` order by name asc") + if filters.to_date <= filters.from_date: + frappe.throw(_('From date can not be greater than than To date')) - columns = get_columns(leave_types) - data = get_data(filters, leave_types) + columns = get_columns() + data = get_data(filters) return columns, data -def get_columns(leave_types): - columns = [ - _("Employee") + ":Link.Employee:150", - _("Employee Name") + "::200", - _("Department") +"::150" - ] - - for leave_type in leave_types: - columns.append(_(leave_type) + " " + _("Opening") + ":Float:160") - columns.append(_(leave_type) + " " + _("Taken") + ":Float:160") - columns.append(_(leave_type) + " " + _("Balance") + ":Float:160") +def get_columns(): + columns = [{ + 'label': _('Leave Type'), + 'fieldtype': 'Link', + 'fieldname': 'leave_type', + 'width': 200, + 'options': 'Leave Type' + }, { + 'label': _('Employee'), + 'fieldtype': 'Link', + 'fieldname': 'employee', + 'width': 100, + 'options': 'Employee' + }, { + 'label': _('Employee Name'), + 'fieldtype': 'Data', + 'fieldname': 'employee_name', + 'width': 100, + }, { + 'label': _('Opening Balance'), + 'fieldtype': 'float', + 'fieldname': 'opening_balance', + 'width': 130, + }, { + 'label': _('Leaves Allocated'), + 'fieldtype': 'float', + 'fieldname': 'leaves_allocated', + 'width': 130, + }, { + 'label': _('Leaves Taken'), + 'fieldtype': 'float', + 'fieldname': 'leaves_taken', + 'width': 130, + }, { + 'label': _('Leaves Expired'), + 'fieldtype': 'float', + 'fieldname': 'leaves_expired', + 'width': 130, + }, { + 'label': _('Closing Balance'), + 'fieldtype': 'float', + 'fieldname': 'closing_balance', + 'width': 130, + }] return columns -def get_conditions(filters): - conditions = { - "status": "Active", - "company": filters.company, - } - if filters.get("department"): - conditions.update({"department": filters.get("department")}) - if filters.get("employee"): - conditions.update({"employee": filters.get("employee")}) +def get_data(filters): + leave_types = frappe.db.sql_list("SELECT `name` FROM `tabLeave Type` ORDER BY `name` ASC") - return conditions - -def get_data(filters, leave_types): - user = frappe.session.user conditions = get_conditions(filters) - if filters.to_date <= filters.from_date: - frappe.throw(_("From date can not be greater than than To date")) - - active_employees = frappe.get_all("Employee", - filters=conditions, - fields=["name", "employee_name", "department", "user_id", "leave_approver"]) - + user = frappe.session.user department_approver_map = get_department_leave_approver_map(filters.get('department')) + active_employees = frappe.get_list('Employee', + filters=conditions, + fields=['name', 'employee_name', 'department', 'user_id', 'leave_approver']) + data = [] - for employee in active_employees: - leave_approvers = department_approver_map.get(employee.department_name, []) - if employee.leave_approver: - leave_approvers.append(employee.leave_approver) - if (len(leave_approvers) and user in leave_approvers) or (user in ["Administrator", employee.user_id]) or ("HR Manager" in frappe.get_roles(user)): - row = [employee.name, employee.employee_name, employee.department] + for leave_type in leave_types: + if len(active_employees) > 1: + data.append({ + 'leave_type': leave_type + }) + else: + row = frappe._dict({ + 'leave_type': leave_type + }) + + for employee in active_employees: + + leave_approvers = department_approver_map.get(employee.department_name, []).append(employee.leave_approver) + + if (leave_approvers and len(leave_approvers) and user in leave_approvers) or (user in ["Administrator", employee.user_id]) \ + or ("HR Manager" in frappe.get_roles(user)): + if len(active_employees) > 1: + row = frappe._dict() + row.employee = employee.name, + row.employee_name = employee.employee_name - for leave_type in leave_types: - # leaves taken leaves_taken = get_leaves_for_period(employee.name, leave_type, filters.from_date, filters.to_date) * -1 - # opening balance + new_allocation, expired_leaves = get_allocated_and_expired_leaves(filters.from_date, filters.to_date, employee.name, leave_type) + + opening = get_leave_balance_on(employee.name, leave_type, filters.from_date) + closing = get_leave_balance_on(employee.name, leave_type, filters.to_date) - # closing balance - closing = max(opening - leaves_taken, 0) + row.leaves_allocated = new_allocation + row.leaves_expired = expired_leaves - leaves_taken if expired_leaves - leaves_taken > 0 else 0 + row.opening_balance = opening + row.leaves_taken = leaves_taken + row.closing_balance = closing + row.indent = 1 + data.append(row) + new_leaves_allocated = 0 - row += [opening, leaves_taken, closing] - data.append(row) + return data - return data \ No newline at end of file +def get_conditions(filters): + conditions={ + 'status': 'Active', + } + if filters.get('employee'): + conditions['name'] = filters.get('employee') + + if filters.get('employee'): + conditions['name'] = filters.get('employee') + + return conditions + +def get_department_leave_approver_map(department=None): + conditions='' + if department: + conditions="and (department_name = '%(department)s' or parent_department = '%(department)s')"%{'department': department} + + # get current department and all its child + department_list = frappe.db.sql_list(""" SELECT name FROM `tabDepartment` WHERE disabled=0 {0}""".format(conditions)) #nosec + + # retrieve approvers list from current department and from its subsequent child departments + approver_list = frappe.get_all('Department Approver', filters={ + 'parentfield': 'leave_approvers', + 'parent': ('in', department_list) + }, fields=['parent', 'approver'], as_list=1) + + approvers = {} + + for k, v in approver_list: + approvers.setdefault(k, []).append(v) + + return approvers + +def get_allocated_and_expired_leaves(from_date, to_date, employee, leave_type): + + from frappe.utils import getdate + + new_allocation = 0 + expired_leaves = 0 + + records= frappe.db.sql(""" + SELECT + employee, leave_type, from_date, to_date, leaves, transaction_name, + is_carry_forward, is_expired + FROM `tabLeave Ledger Entry` + WHERE employee=%(employee)s AND leave_type=%(leave_type)s + AND docstatus=1 AND leaves>0 + AND (from_date between %(from_date)s AND %(to_date)s + OR to_date between %(from_date)s AND %(to_date)s + OR (from_date < %(from_date)s AND to_date > %(to_date)s)) + """, { + "from_date": from_date, + "to_date": to_date, + "employee": employee, + "leave_type": leave_type + }, as_dict=1) + + for record in records: + if record.to_date <= getdate(to_date): + expired_leaves += record.leaves + + if record.from_date >= getdate(from_date): + new_allocation += record.leaves + + return new_allocation, expired_leaves diff --git a/erpnext/hr/report/employee_leave_balance_summary/employee_leave_balance_summary.js b/erpnext/hr/report/employee_leave_balance_summary/employee_leave_balance_summary.js index 3fb8f6e9c1a..cb05d1138f8 100644 --- a/erpnext/hr/report/employee_leave_balance_summary/employee_leave_balance_summary.js +++ b/erpnext/hr/report/employee_leave_balance_summary/employee_leave_balance_summary.js @@ -5,18 +5,11 @@ frappe.query_reports['Employee Leave Balance Summary'] = { filters: [ { - fieldname:'from_date', - label: __('From Date'), + fieldname:'date', + label: __('Date'), fieldtype: 'Date', reqd: 1, - default: frappe.defaults.get_default('year_start_date') - }, - { - fieldname:'to_date', - label: __('To Date'), - fieldtype: 'Date', - reqd: 1, - default: frappe.defaults.get_default('year_end_date') + default: frappe.datetime.now_date() }, { fieldname:'company', diff --git a/erpnext/hr/report/employee_leave_balance_summary/employee_leave_balance_summary.py b/erpnext/hr/report/employee_leave_balance_summary/employee_leave_balance_summary.py index 777de022387..a5cdecf36a7 100644 --- a/erpnext/hr/report/employee_leave_balance_summary/employee_leave_balance_summary.py +++ b/erpnext/hr/report/employee_leave_balance_summary/employee_leave_balance_summary.py @@ -1,130 +1,75 @@ -# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors -# For license information, please see license.txt +# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors +# License: GNU General Public License v3. See license.txt from __future__ import unicode_literals import frappe -from frappe.utils import flt from frappe import _ -from erpnext.hr.doctype.leave_application.leave_application import get_leaves_for_period, get_leave_balance_on +from frappe.utils import flt +from erpnext.hr.doctype.leave_application.leave_application \ + import get_leave_balance_on, get_leaves_for_period + +from erpnext.hr.report.employee_leave_balance.employee_leave_balance \ + import get_department_leave_approver_map def execute(filters=None): - if filters.to_date <= filters.from_date: - frappe.throw(_('From date can not be greater than than To date')) + leave_types = frappe.db.sql_list("select name from `tabLeave Type` order by name asc") - columns = get_columns() - data = get_data(filters) + columns = get_columns(leave_types) + data = get_data(filters, leave_types) return columns, data -def get_columns(): - columns = [{ - 'label': _('Leave Type'), - 'fieldtype': 'Link', - 'fieldname': 'leave_type', - 'width': 300, - 'options': 'Leave Type' - }, { - 'label': _('Employee'), - 'fieldtype': 'Link', - 'fieldname': 'employee', - 'width': 100, - 'options': 'Employee' - }, { - 'label': _('Employee Name'), - 'fieldtype': 'Data', - 'fieldname': 'employee_name', - 'width': 100, - }, { - 'label': _('Opening Balance'), - 'fieldtype': 'float', - 'fieldname': 'opening_balance', - 'width': 160, - }, { - 'label': _('Leaves Taken'), - 'fieldtype': 'float', - 'fieldname': 'leaves_taken', - 'width': 160, - }, { - 'label': _('Closing Balance'), - 'fieldtype': 'float', - 'fieldname': 'closing_balance', - 'width': 160, - }] +def get_columns(leave_types): + columns = [ + _("Employee") + ":Link.Employee:150", + _("Employee Name") + "::200", + _("Department") +"::150" + ] + + for leave_type in leave_types: + columns.append(_(leave_type) + ":Float:160") return columns -def get_data(filters): - leave_types = frappe.db.sql_list("SELECT `name` FROM `tabLeave Type` ORDER BY `name` ASC") - - conditions = get_conditions(filters) - - user = frappe.session.user - department_approver_map = get_department_leave_approver_map(filters.get('department')) - - active_employees = frappe.get_list('Employee', - filters=conditions, - fields=['name', 'employee_name', 'department', 'user_id', 'leave_approver']) - - data = [] - - for leave_type in leave_types: - data.append({ - 'leave_type': leave_type - }) - for employee in active_employees: - - leave_approvers = department_approver_map.get(employee.department_name, []).append(employee.leave_approver) - - if (leave_approvers and len(leave_approvers) and user in leave_approvers) or (user in ["Administrator", employee.user_id]) \ - or ("HR Manager" in frappe.get_roles(user)): - row = frappe._dict({ - 'employee': employee.name, - 'employee_name': employee.employee_name - }) - - leaves_taken = get_leaves_for_period(employee.name, leave_type, - filters.from_date, filters.to_date) * -1 - - opening = get_leave_balance_on(employee.name, leave_type, filters.from_date) - closing = get_leave_balance_on(employee.name, leave_type, filters.to_date) - - row.opening_balance = opening - row.leaves_taken = leaves_taken - row.closing_balance = closing - row.indent = 1 - data.append(row) - - return data - def get_conditions(filters): - conditions={ - 'status': 'Active', + conditions = { + "status": "Active", + "company": filters.company, } - if filters.get('employee'): - conditions['name'] = filters.get('employee') - - if filters.get('employee'): - conditions['name'] = filters.get('employee') + if filters.get("department"): + conditions.update({"department": filters.get("department")}) + if filters.get("employee"): + conditions.update({"employee": filters.get("employee")}) return conditions -def get_department_leave_approver_map(department=None): - conditions='' - if department: - conditions="and (department_name = '%(department)s' or parent_department = '%(department)s')"%{'department': department} +def get_data(filters, leave_types): + user = frappe.session.user + conditions = get_conditions(filters) - # get current department and all its child - department_list = frappe.db.sql_list(""" SELECT name FROM `tabDepartment` WHERE disabled=0 {0}""".format(conditions)) #nosec + active_employees = frappe.get_all("Employee", + filters=conditions, + fields=["name", "employee_name", "department", "user_id", "leave_approver"]) - # retrieve approvers list from current department and from its subsequent child departments - approver_list = frappe.get_all('Department Approver', filters={ - 'parentfield': 'leave_approvers', - 'parent': ('in', department_list) - }, fields=['parent', 'approver'], as_list=1) + department_approver_map = get_department_leave_approver_map(filters.get('department')) - approvers = {} + data = [] + for employee in active_employees: + leave_approvers = department_approver_map.get(employee.department_name, []) + if employee.leave_approver: + leave_approvers.append(employee.leave_approver) - for k, v in approver_list: - approvers.setdefault(k, []).append(v) + if (len(leave_approvers) and user in leave_approvers) or (user in ["Administrator", employee.user_id]) or ("HR Manager" in frappe.get_roles(user)): + row = [employee.name, employee.employee_name, employee.department] - return approvers + for leave_type in leave_types: + + # opening balance + opening = get_leave_balance_on(employee.name, leave_type, filters.date) + + + row += [opening] + + data.append(row) + + return data \ No newline at end of file diff --git a/erpnext/hr/utils.py b/erpnext/hr/utils.py index ef276001c58..cd125108c61 100644 --- a/erpnext/hr/utils.py +++ b/erpnext/hr/utils.py @@ -9,6 +9,8 @@ from frappe.model.document import Document from frappe.desk.form import assign_to from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee +class DuplicateDeclarationError(frappe.ValidationError): pass + class EmployeeBoardingController(Document): ''' Create the project and the task for the boarding process @@ -226,6 +228,17 @@ def get_employee_leave_policy(employee): else: frappe.throw(_("Please set leave policy for employee {0} in Employee / Grade record").format(employee)) +def validate_duplicate_exemption_for_payroll_period(doctype, docname, payroll_period, employee): + existing_record = frappe.db.exists(doctype, { + "payroll_period": payroll_period, + "employee": employee, + 'docstatus': ['<', 2], + 'name': ['!=', docname] + }) + if existing_record: + frappe.throw(_("{0} already exists for employee {1} and period {2}") + .format(doctype, employee, payroll_period), DuplicateDeclarationError) + def validate_tax_declaration(declarations): subcategories = [] for d in declarations: diff --git a/erpnext/loan_management/desk_page/loan_management/loan_management.json b/erpnext/loan_management/desk_page/loan_management/loan_management.json index 1d60ca4913a..691d2c1e0cb 100644 --- a/erpnext/loan_management/desk_page/loan_management/loan_management.json +++ b/erpnext/loan_management/desk_page/loan_management/loan_management.json @@ -1,24 +1,29 @@ { "cards": [ { - "links": "[\n {\n \"description\": \"Loan Type for interest and penalty rates\",\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loan Applications from customers and employees.\",\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loans provided to customers and employees.\",\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n }\n]", - "title": "Loan" + "hidden": 0, + "label": "Loan", + "links": "[\n {\n \"description\": \"Loan Type for interest and penalty rates\",\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loan Applications from customers and employees.\",\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loans provided to customers and employees.\",\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Process Loan Security Shortfall\",\n \"name\": \"Process Loan Security Shortfall\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Process Loan Interest Accrual\",\n \"name\": \"Process Loan Interest Accrual\",\n \"type\": \"doctype\"\n }\n]", - "title": "Loan Processes" + "hidden": 0, + "label": "Loan Processes", + "links": "[\n {\n \"label\": \"Process Loan Security Shortfall\",\n \"name\": \"Process Loan Security Shortfall\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Process Loan Interest Accrual\",\n \"name\": \"Process Loan Interest Accrual\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Loan Disbursement\",\n \"name\": \"Loan Disbursement\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Repayment\",\n \"name\": \"Loan Repayment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Interest Accrual\",\n \"name\": \"Loan Interest Accrual\",\n \"type\": \"doctype\"\n }\n]", - "title": "Disbursement and Repayment" + "hidden": 0, + "label": "Disbursement and Repayment", + "links": "[\n {\n \"label\": \"Loan Disbursement\",\n \"name\": \"Loan Disbursement\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Repayment\",\n \"name\": \"Loan Repayment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Interest Accrual\",\n \"name\": \"Loan Interest Accrual\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Loan Security Type\",\n \"name\": \"Loan Security Type\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security Price\",\n \"name\": \"Loan Security Price\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security\",\n \"name\": \"Loan Security\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security Pledge\",\n \"name\": \"Loan Security Pledge\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security Unpledge\",\n \"name\": \"Loan Security Unpledge\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security Shortfall\",\n \"name\": \"Loan Security Shortfall\",\n \"type\": \"doctype\"\n }\n]", - "title": "Loan Security" + "hidden": 0, + "label": "Loan Security", + "links": "[\n {\n \"label\": \"Loan Security Type\",\n \"name\": \"Loan Security Type\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security Price\",\n \"name\": \"Loan Security Price\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security\",\n \"name\": \"Loan Security\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security Pledge\",\n \"name\": \"Loan Security Pledge\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security Unpledge\",\n \"name\": \"Loan Security Unpledge\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security Shortfall\",\n \"name\": \"Loan Security Shortfall\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"Loan Repayment\"\n ],\n \"doctype\": \"Loan Repayment\",\n \"incomplete_dependencies\": [\n \"Loan Repayment\"\n ],\n \"is_query_report\": true,\n \"label\": \"Loan Repayment and Closure\",\n \"name\": \"Loan Repayment and Closure\",\n \"route\": \"#query-report/Loan Repayment and Closure\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Loan Security Pledge\"\n ],\n \"doctype\": \"Loan Security Pledge\",\n \"incomplete_dependencies\": [\n \"Loan Security Pledge\"\n ],\n \"is_query_report\": true,\n \"label\": \"Loan Security Status\",\n \"name\": \"Loan Security Status\",\n \"route\": \"#query-report/Loan Security Status\",\n \"type\": \"report\"\n }\n]", - "title": "Reports" + "hidden": 0, + "label": "Reports", + "links": "[\n {\n \"dependencies\": [\n \"Loan Repayment\"\n ],\n \"doctype\": \"Loan Repayment\",\n \"incomplete_dependencies\": [\n \"Loan Repayment\"\n ],\n \"is_query_report\": true,\n \"label\": \"Loan Repayment and Closure\",\n \"name\": \"Loan Repayment and Closure\",\n \"route\": \"#query-report/Loan Repayment and Closure\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Loan Security Pledge\"\n ],\n \"doctype\": \"Loan Security Pledge\",\n \"incomplete_dependencies\": [\n \"Loan Security Pledge\"\n ],\n \"is_query_report\": true,\n \"label\": \"Loan Security Status\",\n \"name\": \"Loan Security Status\",\n \"route\": \"#query-report/Loan Security Status\",\n \"type\": \"report\"\n }\n]" } ], "category": "Modules", @@ -32,7 +37,7 @@ "idx": 0, "is_standard": 1, "label": "Loan Management", - "modified": "2020-03-12 16:38:00.347959", + "modified": "2020-04-01 11:28:51.380509", "modified_by": "Administrator", "module": "Loan Management", "name": "Loan Management", @@ -41,12 +46,12 @@ "pin_to_top": 0, "shortcuts": [ { - "is_query_report": 0, + "label": "Loan Application", "link_to": "Loan Application", "type": "DocType" }, { - "is_query_report": 0, + "label": "Loan", "link_to": "Loan", "type": "DocType" } diff --git a/erpnext/loan_management/doctype/loan/loan.js b/erpnext/loan_management/doctype/loan/loan.js index 8b220171e8a..9cd8b2e90a9 100644 --- a/erpnext/loan_management/doctype/loan/loan.js +++ b/erpnext/loan_management/doctype/loan/loan.js @@ -97,6 +97,8 @@ frappe.ui.form.on('Loan', { "company": frm.doc.company, "applicant_type": frm.doc.applicant_type, "applicant": frm.doc.applicant, + "pending_amount": frm.doc.loan_amount - frm.doc.disbursed_amount > 0 ? + frm.doc.loan_amount - frm.doc.disbursed_amount : 0, "as_dict": 1 }, method: "erpnext.loan_management.doctype.loan.loan.make_loan_disbursement", @@ -149,10 +151,10 @@ frappe.ui.form.on('Loan', { return frappe.call({ method: "erpnext.loan_management.doctype.loan.loan.get_loan_application", args: { - "loan_application": frm.doc.loan_application - }, - callback: function (r) { - if (!r.exc && r.message) { + "loan_application": frm.doc.loan_application + }, + callback: function (r) { + if (!r.exc && r.message) { let loan_fields = ["loan_type", "loan_amount", "repayment_method", "monthly_repayment_amount", "repayment_periods", "rate_of_interest", "is_secured_loan"] diff --git a/erpnext/loan_management/doctype/loan/loan.json b/erpnext/loan_management/doctype/loan/loan.json index 2834e5b655a..b04e82274e9 100644 --- a/erpnext/loan_management/doctype/loan/loan.json +++ b/erpnext/loan_management/doctype/loan/loan.json @@ -126,7 +126,7 @@ "depends_on": "eval:doc.applicant_type==\"Employee\"", "fieldname": "repay_from_salary", "fieldtype": "Check", - "label": "Repay from Salary" + "label": "Repay From Salary" }, { "fieldname": "section_break_8", @@ -178,6 +178,8 @@ }, { "depends_on": "is_term_loan", + "fetch_from": "loan_application.repayment_amount", + "fetch_if_empty": 1, "fieldname": "monthly_repayment_amount", "fieldtype": "Currency", "label": "Monthly Repayment Amount", @@ -350,7 +352,7 @@ ], "is_submittable": 1, "links": [], - "modified": "2020-02-07 01:31:25.172173", + "modified": "2020-04-13 13:16:10.192624", "modified_by": "Administrator", "module": "Loan Management", "name": "Loan", diff --git a/erpnext/loan_management/doctype/loan/loan.py b/erpnext/loan_management/doctype/loan/loan.py index 696410b7bb5..c7a2fba878e 100644 --- a/erpnext/loan_management/doctype/loan/loan.py +++ b/erpnext/loan_management/doctype/loan/loan.py @@ -19,6 +19,7 @@ class Loan(AccountsController): self.validate_loan_security_pledge() self.validate_loan_amount() self.check_sanctioned_amount_limit() + self.validate_repay_from_salary() if self.is_term_loan: validate_repayment_method(self.repayment_method, self.loan_amount, self.monthly_repayment_amount, @@ -77,6 +78,10 @@ class Loan(AccountsController): if sanctioned_amount_limit and flt(self.loan_amount) + flt(total_loan_amount) > flt(sanctioned_amount_limit): frappe.throw(_("Sanctioned Amount limit crossed for {0} {1}").format(self.applicant_type, frappe.bold(self.applicant))) + def validate_repay_from_salary(self): + if not self.is_term_loan and self.repay_from_salary: + frappe.throw(_("Repay From Salary can be selected only for term loans")) + def make_repayment_schedule(self): if not self.repayment_start_date: @@ -198,7 +203,7 @@ def close_loan(loan, total_amount_paid): frappe.db.set_value("Loan", loan, "status", "Closed") @frappe.whitelist() -def make_loan_disbursement(loan, company, applicant_type, applicant, disbursed_amount=0, as_dict=0): +def make_loan_disbursement(loan, company, applicant_type, applicant, pending_amount=0, as_dict=0): disbursement_entry = frappe.new_doc("Loan Disbursement") disbursement_entry.against_loan = loan disbursement_entry.applicant_type = applicant_type @@ -206,8 +211,7 @@ def make_loan_disbursement(loan, company, applicant_type, applicant, disbursed_a disbursement_entry.company = company disbursement_entry.disbursement_date = nowdate() - if disbursed_amount: - disbursement_entry.disbursed_amount = disbursed_amount + disbursement_entry.disbursed_amount = pending_amount if as_dict: return disbursement_entry.as_dict() else: diff --git a/erpnext/loan_management/doctype/loan/test_loan.py b/erpnext/loan_management/doctype/loan/test_loan.py index 759b0d8e094..2d1ad33ed01 100644 --- a/erpnext/loan_management/doctype/loan/test_loan.py +++ b/erpnext/loan_management/doctype/loan/test_loan.py @@ -10,10 +10,10 @@ from frappe.utils import (nowdate, add_days, getdate, now_datetime, add_to_date, add_months, get_first_day, get_last_day, flt, date_diff) from erpnext.selling.doctype.customer.test_customer import get_customer_dict from erpnext.hr.doctype.salary_structure.test_salary_structure import make_employee -from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual -from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual import (make_accrual_interest_entry_for_term_loans, days_in_year) - -from erpnext.loan_management.doctype.loan_security_shortfall.loan_security_shortfall import check_for_ltv_shortfall +from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import (process_loan_interest_accrual_for_demand_loans, + process_loan_interest_accrual_for_term_loans) +from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual import days_in_year +from erpnext.loan_management.doctype.process_loan_security_shortfall.process_loan_security_shortfall import create_process_loan_security_shortfall class TestLoan(unittest.TestCase): def setUp(self): @@ -145,17 +145,23 @@ class TestLoan(unittest.TestCase): make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date) - process_loan_interest_accrual(posting_date = last_date) + process_loan_interest_accrual_for_demand_loans(posting_date = last_date) repayment_entry = create_repayment_entry(loan.name, self.applicant2, add_days(last_date, 10), "Regular Payment", 111118.68) repayment_entry.save() + repayment_entry.submit() penalty_amount = (accrued_interest_amount * 5 * 25) / (100 * days_in_year(get_datetime(first_date).year)) - - self.assertEquals(flt(repayment_entry.interest_payable, 2), flt(accrued_interest_amount, 2)) self.assertEquals(flt(repayment_entry.penalty_amount, 2), flt(penalty_amount, 2)) - repayment_entry.submit() + amounts = frappe.db.get_value('Loan Interest Accrual', {'loan': loan.name}, ['paid_interest_amount', + 'paid_principal_amount']) + + loan.load_from_db() + + self.assertEquals(amounts[0], repayment_entry.interest_payable) + self.assertEquals(flt(loan.total_principal_paid, 2), flt(repayment_entry.amount_paid - + penalty_amount - amounts[0], 2)) def test_loan_closure_repayment(self): pledges = [] @@ -186,18 +192,22 @@ class TestLoan(unittest.TestCase): / (days_in_year(get_datetime(first_date).year) * 100) make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date) - process_loan_interest_accrual(posting_date = last_date) + process_loan_interest_accrual_for_demand_loans(posting_date = last_date) repayment_entry = create_repayment_entry(loan.name, self.applicant2, add_days(last_date, 5), - "Loan Closure", 13315.0681) - repayment_entry.save() + "Loan Closure", flt(loan.loan_amount + accrued_interest_amount)) + repayment_entry.submit() - repayment_entry.amount_paid = repayment_entry.payable_amount + amounts = frappe.db.get_value('Loan Interest Accrual', {'loan': loan.name}, ['paid_interest_amount', + 'paid_principal_amount']) - self.assertEquals(flt(repayment_entry.interest_payable, 3), flt(accrued_interest_amount, 3)) + unaccrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * 6) \ + / (days_in_year(get_datetime(first_date).year) * 100) + + self.assertEquals(flt(amounts[0] + unaccrued_interest_amount, 3), + flt(accrued_interest_amount, 3)) self.assertEquals(flt(repayment_entry.penalty_amount, 5), 0) - repayment_entry.submit() loan.load_from_db() self.assertEquals(loan.status, "Loan Closure Requested") @@ -224,60 +234,18 @@ class TestLoan(unittest.TestCase): make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=add_months(nowdate(), -1)) - make_accrual_interest_entry_for_term_loans(posting_date=nowdate()) + process_loan_interest_accrual_for_term_loans(posting_date=nowdate()) repayment_entry = create_repayment_entry(loan.name, self.applicant2, add_days(get_last_day(nowdate()), 5), - "Regular Payment", 89768.7534247) + "Regular Payment", 89768.75) - repayment_entry.save() repayment_entry.submit() - repayment_entry.load_from_db() + amounts = frappe.db.get_value('Loan Interest Accrual', {'loan': loan.name}, ['paid_interest_amount', + 'paid_principal_amount']) - self.assertEquals(repayment_entry.interest_payable, 11250.00) - self.assertEquals(repayment_entry.payable_principal_amount, 78303.00) - - def test_partial_loan_repayment(self): - pledges = [] - pledges.append({ - "loan_security": "Test Security 1", - "qty": 4000.00, - "haircut": 50 - }) - - loan_security_pledge = create_loan_security_pledge(self.applicant2, pledges) - - loan = create_demand_loan(self.applicant2, "Demand Loan", loan_security_pledge.name, - posting_date=get_first_day(nowdate())) - - loan.submit() - - self.assertEquals(loan.loan_amount, 1000000) - - first_date = '2019-10-01' - last_date = '2019-10-30' - - no_of_days = date_diff(last_date, first_date) + 1 - - accrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * no_of_days) \ - / (days_in_year(get_datetime().year) * 100) - - make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date) - - process_loan_interest_accrual(posting_date = add_days(first_date, 15)) - process_loan_interest_accrual(posting_date = add_days(first_date, 30)) - - repayment_entry = create_repayment_entry(loan.name, self.applicant2, add_days(last_date, 1), "Regular Payment", 6500) - repayment_entry.save() - repayment_entry.submit() - - penalty_amount = (accrued_interest_amount * 4 * 25) / (100 * days_in_year(get_datetime(first_date).year)) - - lia1 = frappe.get_value("Loan Interest Accrual", {"loan": loan.name, "is_paid": 1}, 'name') - lia2 = frappe.get_value("Loan Interest Accrual", {"loan": loan.name, "is_paid": 0}, 'name') - - self.assertTrue(lia1) - self.assertTrue(lia2) + self.assertEquals(amounts[0], 11250.00) + self.assertEquals(amounts[1], 78303.00) def test_security_shortfall(self): pledges = [] @@ -294,10 +262,10 @@ class TestLoan(unittest.TestCase): make_loan_disbursement_entry(loan.name, loan.loan_amount) - frappe.db.sql(""" UPDATE `tabLoan Security Price` SET loan_security_price = 100 + frappe.db.sql("""UPDATE `tabLoan Security Price` SET loan_security_price = 100 where loan_security='Test Security 2'""") - check_for_ltv_shortfall() + create_process_loan_security_shortfall() loan_security_shortfall = frappe.get_doc("Loan Security Shortfall", {"loan": loan.name}) self.assertTrue(loan_security_shortfall) diff --git a/erpnext/loan_management/doctype/loan_application/loan_application.js b/erpnext/loan_management/doctype/loan_application/loan_application.js index 57050d86c61..6cf47bf85c7 100644 --- a/erpnext/loan_management/doctype/loan_application/loan_application.js +++ b/erpnext/loan_management/doctype/loan_application/loan_application.js @@ -31,13 +31,15 @@ frappe.ui.form.on('Loan Application', { add_toolbar_buttons: function(frm) { if (frm.doc.status == "Approved") { - frappe.db.get_value("Loan Security Pledge", {"loan_application": frm.doc.name, "docstatus": 1}, "name", (r) => { - if (!r) { - frm.add_custom_button(__('Loan Security Pledge'), function() { - frm.trigger('create_loan_security_pledge') - },__('Create')) - } - }); + if (frm.doc.is_secured_loan) { + frappe.db.get_value("Loan Security Pledge", {"loan_application": frm.doc.name, "docstatus": 1}, "name", (r) => { + if (!r) { + frm.add_custom_button(__('Loan Security Pledge'), function() { + frm.trigger('create_loan_security_pledge') + },__('Create')) + } + }); + } frappe.db.get_value("Loan", {"loan_application": frm.doc.name, "docstatus": 1}, "name", (r) => { if (!r) { @@ -61,6 +63,11 @@ frappe.ui.form.on('Loan Application', { }); }, create_loan_security_pledge: function(frm) { + + if(!frm.doc.is_secured_loan) { + frappe.throw(__("Loan Security Pledge can only be created for secured loans")); + } + frappe.call({ method: "erpnext.loan_management.doctype.loan_application.loan_application.create_pledge", args: { diff --git a/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.json b/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.json index 72a4ddcc8fe..2d9c45d1225 100644 --- a/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.json +++ b/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.json @@ -1,4 +1,5 @@ { + "actions": [], "autoname": "LM-DIS-.#####", "creation": "2019-09-07 12:44:49.125452", "doctype": "DocType", @@ -13,7 +14,6 @@ "applicant_type", "applicant", "section_break_7", - "pending_amount_for_disbursal", "disbursed_amount", "accounting_dimensions_section", "cost_center", @@ -83,13 +83,6 @@ "label": "Posting Date", "read_only": 1 }, - { - "fieldname": "pending_amount_for_disbursal", - "fieldtype": "Currency", - "label": "Pending Amount For Disbursal", - "options": "Company:company:default_currency", - "read_only": 1 - }, { "fieldname": "column_break_4", "fieldtype": "Column Break" @@ -99,6 +92,7 @@ "fieldtype": "Section Break" }, { + "collapsible": 1, "fieldname": "section_break_13", "fieldtype": "Section Break" }, @@ -123,7 +117,8 @@ } ], "is_submittable": 1, - "modified": "2019-10-24 12:32:32.230881", + "links": [], + "modified": "2020-04-09 14:44:28.527271", "modified_by": "Administrator", "module": "Loan Management", "name": "Loan Disbursement", diff --git a/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py b/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py index fa7db2d565a..c9e36a84ddb 100644 --- a/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py +++ b/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py @@ -4,21 +4,24 @@ from __future__ import unicode_literals import frappe, erpnext +from frappe import _ from frappe.model.document import Document from frappe.utils import nowdate, getdate, add_days, flt from erpnext.controllers.accounts_controller import AccountsController from erpnext.accounts.general_ledger import make_gl_entries -from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual +from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual_for_demand_loans class LoanDisbursement(AccountsController): def validate(self): self.set_missing_values() - self.set_pending_amount_for_disbursal() def before_submit(self): self.set_status_and_amounts() + def before_cancel(self): + self.set_status_and_amounts(cancel=1) + def on_submit(self): self.make_gl_entries() @@ -38,13 +41,7 @@ class LoanDisbursement(AccountsController): if not self.bank_account and self.applicant_type == "Customer": self.bank_account = frappe.db.get_value("Customer", self.applicant, "default_bank_account") - def set_pending_amount_for_disbursal(self): - loan_amount, disbursed_amount = frappe.db.get_value('Loan', - {'name': self.against_loan}, ['loan_amount', 'disbursed_amount']) - - self.pending_amount_for_disbursal = loan_amount - disbursed_amount - - def set_status_and_amounts(self): + def set_status_and_amounts(self, cancel=0): loan_details = frappe.get_all("Loan", fields = ["loan_amount", "disbursed_amount", "total_principal_paid", "status", "is_term_loan"], @@ -52,26 +49,32 @@ class LoanDisbursement(AccountsController): )[0] if loan_details.status == "Disbursed" and not loan_details.is_term_loan: - process_loan_interest_accrual(posting_date=add_days(self.disbursement_date, -1), + process_loan_interest_accrual_for_demand_loans(posting_date=add_days(self.disbursement_date, -1), loan=self.against_loan) - disbursed_amount = self.disbursed_amount + loan_details.disbursed_amount - - if flt(disbursed_amount) - flt(loan_details.total_principal_paid) > flt(loan_details.loan_amount): - frappe.throw(_("Disbursed Amount cannot be greater than loan amount")) - - if flt(disbursed_amount) > flt(loan_details.loan_amount): - total_principal_paid = loan_details.total_principal_paid - (disbursed_amount - loan_details.loan_amount) - frappe.db.set_value("Loan", self.against_loan, "total_principal_paid", total_principal_paid) - - if flt(loan_details.loan_amount) == flt(disbursed_amount): - frappe.db.set_value("Loan", self.against_loan, "status", "Disbursed") + if cancel: + disbursed_amount = loan_details.disbursed_amount - self.disbursed_amount + if disbursed_amount == 0: + status = "Sanctioned" + elif disbursed_amount >= loan_details.disbursed_amount: + status = "Disbursed" + else: + status = "Partially Disbursed" else: - frappe.db.set_value("Loan", self.against_loan, "status", "Partially Disbursed") + disbursed_amount = self.disbursed_amount + loan_details.disbursed_amount + + if flt(disbursed_amount) - flt(loan_details.total_principal_paid) > flt(loan_details.loan_amount): + frappe.throw(_("Disbursed Amount cannot be greater than loan amount")) + + if flt(disbursed_amount) >= loan_details.disbursed_amount: + status = "Disbursed" + else: + status = "Partially Disbursed" frappe.db.set_value("Loan", self.against_loan, { "disbursement_date": self.disbursement_date, - "disbursed_amount": disbursed_amount + "disbursed_amount": disbursed_amount, + "status": status }) def make_gl_entries(self, cancel=0, adv_adj=0): @@ -81,7 +84,7 @@ class LoanDisbursement(AccountsController): gle_map.append( self.get_gl_dict({ "account": loan_details.loan_account, - "against": loan_details.applicant, + "against": loan_details.payment_account, "debit": self.disbursed_amount, "debit_in_account_currency": self.disbursed_amount, "against_voucher_type": "Loan", @@ -97,7 +100,7 @@ class LoanDisbursement(AccountsController): gle_map.append( self.get_gl_dict({ "account": loan_details.payment_account, - "against": loan_details.applicant, + "against": loan_details.loan_account, "credit": self.disbursed_amount, "credit_in_account_currency": self.disbursed_amount, "against_voucher_type": "Loan", diff --git a/erpnext/loan_management/doctype/loan_disbursement/test_loan_disbursement.py b/erpnext/loan_management/doctype/loan_disbursement/test_loan_disbursement.py index 968e377fcc5..0c1578ffef5 100644 --- a/erpnext/loan_management/doctype/loan_disbursement/test_loan_disbursement.py +++ b/erpnext/loan_management/doctype/loan_disbursement/test_loan_disbursement.py @@ -7,8 +7,8 @@ import unittest from frappe.utils import (nowdate, add_days, get_datetime, get_first_day, get_last_day, date_diff, flt, add_to_date) from erpnext.loan_management.doctype.loan.test_loan import (create_loan_type, create_loan_security_pledge, create_repayment_entry, make_loan_disbursement_entry, create_loan_accounts, create_loan_security_type, create_loan_security, create_demand_loan, create_loan_security_price) -from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual -from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual import (make_accrual_interest_entry_for_term_loans, days_in_year) +from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual_for_demand_loans +from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual import days_in_year from erpnext.selling.doctype.customer.test_customer import get_customer_dict class TestLoanDisbursement(unittest.TestCase): @@ -56,20 +56,18 @@ class TestLoanDisbursement(unittest.TestCase): make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date) - process_loan_interest_accrual(posting_date=add_days(last_date, 1)) + process_loan_interest_accrual_for_demand_loans(posting_date=add_days(last_date, 1)) + + # Should not be able to create loan disbursement entry before repayment + self.assertRaises(frappe.ValidationError, make_loan_disbursement_entry, loan.name, + 500000, first_date) - # Paid 511095.89 amount includes 5,00,000 principal amount and 11095.89 interest amount repayment_entry = create_repayment_entry(loan.name, self.applicant, add_days(get_last_day(nowdate()), 5), "Regular Payment", 611095.89) - repayment_entry.submit() + repayment_entry.submit() loan.reload() + # After repayment loan disbursement entry should go through make_loan_disbursement_entry(loan.name, 500000, disbursement_date=add_days(last_date, 16)) - total_principal_paid = loan.total_principal_paid - - loan.reload() - - # Loan Topup will result in decreasing the Total Principal Paid - self.assertEqual(flt(loan.total_principal_paid, 2), flt(total_principal_paid - 500000, 2)) diff --git a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json index 33f496fc3ed..5fc3e8f4b60 100644 --- a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json +++ b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json @@ -15,14 +15,16 @@ "company", "posting_date", "is_term_loan", - "is_paid", "section_break_7", "pending_principal_amount", "payable_principal_amount", + "paid_principal_amount", "column_break_14", "interest_amount", + "paid_interest_amount", "section_break_15", "process_loan_interest_accrual", + "repayment_schedule_name", "amended_from" ], "fields": [ @@ -100,13 +102,6 @@ "label": "Company", "options": "Company" }, - { - "default": "0", - "fieldname": "is_paid", - "fieldtype": "Check", - "label": "Is Paid", - "read_only": 1 - }, { "default": "0", "fetch_from": "loan.is_term_loan", @@ -135,12 +130,31 @@ { "fieldname": "column_break_14", "fieldtype": "Column Break" + }, + { + "fieldname": "repayment_schedule_name", + "fieldtype": "Data", + "hidden": 1, + "label": "Repayment Schedule Name", + "read_only": 1 + }, + { + "fieldname": "paid_principal_amount", + "fieldtype": "Currency", + "label": "Paid Principal Amount", + "options": "Company:company:default_currency" + }, + { + "fieldname": "paid_interest_amount", + "fieldtype": "Currency", + "label": "Paid Interest Amount", + "options": "Company:company:default_currency" } ], "in_create": 1, "is_submittable": 1, "links": [], - "modified": "2020-02-07 01:22:06.924125", + "modified": "2020-04-16 11:24:23.258404", "modified_by": "Administrator", "module": "Loan Management", "name": "Loan Interest Accrual", diff --git a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py index b8e6dabba7a..094b9c698c7 100644 --- a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py +++ b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py @@ -27,8 +27,14 @@ class LoanInterestAccrual(AccountsController): self.make_gl_entries() def on_cancel(self): + if self.repayment_schedule_name: + self.update_is_accrued() + self.make_gl_entries(cancel=1) + def update_is_accrued(self): + frappe.db.set_value('Repayment Schedule', self.repayment_schedule_name, 'is_accrued', 0) + def make_gl_entries(self, cancel=0, adv_adj=0): gle_map = [] @@ -83,9 +89,19 @@ def calculate_accrual_amount_for_demand_loans(loan, posting_date, process_loan_i interest_per_day = (pending_principal_amount * loan.rate_of_interest) / (days_in_year(get_datetime(posting_date).year) * 100) payable_interest = interest_per_day * no_of_days - make_loan_interest_accrual_entry(loan.name, loan.applicant_type, loan.applicant,loan.interest_income_account, - loan.loan_account, pending_principal_amount, payable_interest, process_loan_interest = process_loan_interest, - posting_date=posting_date) + args = frappe._dict({ + 'loan': loan.name, + 'applicant_type': loan.applicant_type, + 'applicant': loan.applicant, + 'interest_income_account': loan.interest_income_account, + 'loan_account': loan.loan_account, + 'pending_principal_amount': pending_principal_amount, + 'interest_amount': payable_interest, + 'process_loan_interest': process_loan_interest, + 'posting_date': posting_date + }) + + make_loan_interest_accrual_entry(args) def make_accrual_interest_entry_for_demand_loans(posting_date, process_loan_interest, open_loans=None, loan_type=None): query_filters = { @@ -107,49 +123,71 @@ def make_accrual_interest_entry_for_demand_loans(posting_date, process_loan_inte for loan in open_loans: calculate_accrual_amount_for_demand_loans(loan, posting_date, process_loan_interest) -def make_accrual_interest_entry_for_term_loans(posting_date=None): +def make_accrual_interest_entry_for_term_loans(posting_date, process_loan_interest, term_loan=None, loan_type=None): curr_date = posting_date or add_days(nowdate(), 1) - term_loans = frappe.db.sql("""SELECT l.name, l.total_payment, l.total_amount_paid, l.loan_account, - l.interest_income_account, l.is_term_loan, l.disbursement_date, l.applicant_type, l.applicant, - l.rate_of_interest, l.total_interest_payable, l.repayment_start_date, rs.name as payment_entry, - rs.payment_date, rs.principal_amount, rs.interest_amount, rs.is_accrued , rs.balance_loan_amount - FROM `tabLoan` l, `tabRepayment Schedule` rs - WHERE rs.parent = l.name - AND l.docstatus=1 - AND l.is_term_loan =1 - AND rs.payment_date <= %s - AND rs.is_accrued=0 - AND l.status = 'Disbursed'""", (curr_date), as_dict=1) + term_loans = get_term_loans(curr_date, term_loan, loan_type) accrued_entries = [] for loan in term_loans: accrued_entries.append(loan.payment_entry) - make_loan_interest_accrual_entry(loan.name, loan.applicant_type, loan.applicant,loan.interest_income_account, - loan.loan_account, loan.principal_amount + loan.balance_loan_amount, loan.interest_amount, - payable_principal = loan.principal_amount , posting_date=posting_date) + args = frappe._dict({ + 'loan': loan.name, + 'applicant_type': loan.applicant_type, + 'applicant': loan.applicant, + 'interest_income_account': loan.interest_income_account, + 'loan_account': loan.loan_account, + 'interest_amount': loan.interest_amount, + 'payable_principal': loan.principal_amount, + 'process_loan_interest': process_loan_interest, + 'repayment_schedule_name': loan.payment_entry, + 'posting_date': posting_date + }) + + make_loan_interest_accrual_entry(args) if accrued_entries: frappe.db.sql("""UPDATE `tabRepayment Schedule` SET is_accrued = 1 where name in (%s)""" #nosec % ", ".join(['%s']*len(accrued_entries)), tuple(accrued_entries)) -def make_loan_interest_accrual_entry(loan, applicant_type, applicant, interest_income_account, loan_account, - pending_principal_amount, interest_amount, payable_principal=None, process_loan_interest=None, posting_date=None): - loan_interest_accrual = frappe.new_doc("Loan Interest Accrual") - loan_interest_accrual.loan = loan - loan_interest_accrual.applicant_type = applicant_type - loan_interest_accrual.applicant = applicant - loan_interest_accrual.interest_income_account = interest_income_account - loan_interest_accrual.loan_account = loan_account - loan_interest_accrual.pending_principal_amount = flt(pending_principal_amount, 2) - loan_interest_accrual.interest_amount = flt(interest_amount, 2) - loan_interest_accrual.posting_date = posting_date or nowdate() - loan_interest_accrual.process_loan_interest_accrual = process_loan_interest +def get_term_loans(date, term_loan=None, loan_type=None): + condition = '' - if payable_principal: - loan_interest_accrual.payable_principal_amount = payable_principal + if term_loan: + condition +=' AND l.name = %s' % frappe.db.escape(term_loan) + + if loan_type: + condition += ' AND l.loan_type = %s' % frappe.db.escape(loan_type) + + term_loans = frappe.db.sql("""SELECT l.name, l.total_payment, l.total_amount_paid, l.loan_account, + l.interest_income_account, l.is_term_loan, l.disbursement_date, l.applicant_type, l.applicant, + l.rate_of_interest, l.total_interest_payable, l.repayment_start_date, rs.name as payment_entry, + rs.payment_date, rs.principal_amount, rs.interest_amount, rs.is_accrued , rs.balance_loan_amount + FROM `tabLoan` l, `tabRepayment Schedule` rs + WHERE rs.parent = l.name + AND l.docstatus=1 + AND l.is_term_loan =1 + AND rs.payment_date <= %s + AND rs.is_accrued=0 {0} + AND l.status = 'Disbursed'""".format(condition), (getdate(date)), as_dict=1) + + return term_loans + +def make_loan_interest_accrual_entry(args): + loan_interest_accrual = frappe.new_doc("Loan Interest Accrual") + loan_interest_accrual.loan = args.loan + loan_interest_accrual.applicant_type = args.applicant_type + loan_interest_accrual.applicant = args.applicant + loan_interest_accrual.interest_income_account = args.interest_income_account + loan_interest_accrual.loan_account = args.loan_account + loan_interest_accrual.pending_principal_amount = flt(args.pending_principal_amount, 2) + loan_interest_accrual.interest_amount = flt(args.interest_amount, 2) + loan_interest_accrual.posting_date = args.posting_date or nowdate() + loan_interest_accrual.process_loan_interest_accrual = args.process_loan_interest + loan_interest_accrual.repayment_schedule_name = args.repayment_schedule_name + loan_interest_accrual.payable_principal_amount = args.payable_principal loan_interest_accrual.save() loan_interest_accrual.submit() diff --git a/erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py b/erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py index e681ae42c34..2afed08e185 100644 --- a/erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py +++ b/erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py @@ -7,8 +7,8 @@ import unittest from frappe.utils import (nowdate, add_days, get_datetime, get_first_day, get_last_day, date_diff, flt, add_to_date) from erpnext.loan_management.doctype.loan.test_loan import (create_loan_type, create_loan_security_pledge, create_loan_security_price, make_loan_disbursement_entry, create_loan_accounts, create_loan_security_type, create_loan_security, create_demand_loan) -from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual -from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual import (make_accrual_interest_entry_for_term_loans, days_in_year) +from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual_for_demand_loans +from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual import days_in_year from erpnext.selling.doctype.customer.test_customer import get_customer_dict class TestLoanInterestAccrual(unittest.TestCase): @@ -54,7 +54,7 @@ class TestLoanInterestAccrual(unittest.TestCase): make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date) - process_loan_interest_accrual(posting_date=last_date) + process_loan_interest_accrual_for_demand_loans(posting_date=last_date) loan_interest_accural = frappe.get_doc("Loan Interest Accrual", {'loan': loan.name}) diff --git a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.json b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.json index 4b930c50aef..789c1299463 100644 --- a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.json +++ b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.json @@ -30,9 +30,8 @@ "reference_number", "column_break_21", "reference_date", - "paid_accrual_entries", - "partial_paid_entry", "principal_amount_paid", + "repayment_details", "amended_from" ], "fields": [ @@ -155,13 +154,6 @@ "options": "Company:company:default_currency", "read_only": 1 }, - { - "fieldname": "paid_accrual_entries", - "fieldtype": "Text", - "hidden": 1, - "label": "Paid Accrual Entries", - "read_only": 1 - }, { "default": "0", "fetch_from": "against_loan.is_term_loan", @@ -197,13 +189,6 @@ "fieldname": "column_break_21", "fieldtype": "Column Break" }, - { - "fieldname": "partial_paid_entry", - "fieldtype": "Text", - "hidden": 1, - "label": "Partial Paid Entry", - "read_only": 1 - }, { "default": "0.0", "fieldname": "principal_amount_paid", @@ -225,11 +210,18 @@ "fieldtype": "Date", "label": "Due Date", "read_only": 1 + }, + { + "fieldname": "repayment_details", + "fieldtype": "Table", + "hidden": 1, + "label": "Repayment Details", + "options": "Loan Repayment Detail" } ], "is_submittable": 1, "links": [], - "modified": "2020-02-26 06:18:54.934538", + "modified": "2020-04-16 18:14:45.166754", "modified_by": "Administrator", "module": "Loan Management", "name": "Loan Repayment", @@ -264,7 +256,6 @@ "write": 1 } ], - "quick_entry": 1, "sort_field": "modified", "sort_order": "DESC", "track_changes": 1 diff --git a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py index a70e3128808..87e8a15ab48 100644 --- a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py +++ b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py @@ -19,11 +19,11 @@ class LoanRepayment(AccountsController): def validate(self): amounts = calculate_amounts(self.against_loan, self.posting_date, self.payment_type) self.set_missing_values(amounts) - - def before_submit(self): - self.mark_as_paid() + self.validate_amount() + self.allocate_amounts(amounts['pending_accrual_entries']) def on_submit(self): + self.update_paid_amount() self.make_gl_entries() def on_cancel(self): @@ -38,32 +38,25 @@ class LoanRepayment(AccountsController): self.cost_center = erpnext.get_default_cost_center(self.company) if not self.interest_payable: - self.interest_payable = amounts['interest_amount'] + self.interest_payable = flt(amounts['interest_amount'], 2) if not self.penalty_amount: - self.penalty_amount = amounts['penalty_amount'] + self.penalty_amount = flt(amounts['penalty_amount'], 2) if not self.pending_principal_amount: - self.pending_principal_amount = amounts['pending_principal_amount'] + self.pending_principal_amount = flt(amounts['pending_principal_amount'], 2) if not self.payable_principal_amount and self.is_term_loan: - self.payable_principal_amount = amounts['payable_principal_amount'] + self.payable_principal_amount = flt(amounts['payable_principal_amount'], 2) if not self.payable_amount: - self.payable_amount = amounts['payable_amount'] - - if amounts.get('paid_accrual_entries'): - self.paid_accrual_entries = frappe.as_json(amounts.get('paid_accrual_entries')) + self.payable_amount = flt(amounts['payable_amount'], 2) if amounts.get('due_date'): self.due_date = amounts.get('due_date') - def mark_as_paid(self): - paid_entries = [] - paid_amount = self.amount_paid - interest_paid = paid_amount - - if not paid_amount: + def validate_amount(self): + if not self.amount_paid: frappe.throw(_("Amount paid cannot be zero")) if self.amount_paid < self.penalty_amount: @@ -74,37 +67,15 @@ class LoanRepayment(AccountsController): msg = _("Amount of {0} is required for Loan closure").format(self.payable_amount) frappe.throw(msg) + def update_paid_amount(self): loan = frappe.get_doc("Loan", self.against_loan) - if self.paid_accrual_entries: - paid_accrual_entries = json.loads(self.paid_accrual_entries) - - if paid_amount - self.penalty_amount > 0 and self.paid_accrual_entries: - - interest_paid = paid_amount - self.penalty_amount - - for lia, interest_amount in iteritems(paid_accrual_entries): - if interest_amount <= interest_paid: - paid_entries.append(lia) - interest_paid -= interest_amount - elif interest_paid: - self.partial_paid_entry = frappe.as_json({"name": lia, "interest_amount": interest_amount}) - frappe.db.set_value("Loan Interest Accrual", lia, "interest_amount", - interest_amount - interest_paid) - interest_paid = 0 - - if paid_entries: - self.paid_accrual_entries = frappe.as_json(paid_entries) - else: - self.paid_accrual_entries = "" - - if interest_paid: - self.principal_amount_paid = interest_paid - - if paid_entries: - frappe.db.sql("""UPDATE `tabLoan Interest Accrual` - SET is_paid = 1 where name in (%s)""" #nosec - % ", ".join(['%s']*len(paid_entries)), tuple(paid_entries)) + for payment in self.repayment_details: + frappe.db.sql(""" UPDATE `tabLoan Interest Accrual` + SET paid_principal_amount = `paid_principal_amount` + %s, + paid_interest_amount = `paid_interest_amount` + %s + WHERE name = %s""", + (flt(payment.paid_principal_amount), flt(payment.paid_interest_amount), payment.loan_interest_accrual)) if flt(loan.total_principal_paid + self.principal_amount_paid, 2) >= flt(loan.total_payment, 2): frappe.db.set_value("Loan", self.against_loan, "status", "Loan Closure Requested") @@ -116,21 +87,14 @@ class LoanRepayment(AccountsController): update_shortfall_status(self.against_loan, self.principal_amount_paid) def mark_as_unpaid(self): - loan = frappe.get_doc("Loan", self.against_loan) - if self.paid_accrual_entries: - paid_accrual_entries = json.loads(self.paid_accrual_entries) - - if self.paid_accrual_entries: - frappe.db.sql("""UPDATE `tabLoan Interest Accrual` - SET is_paid = 0 where name in (%s)""" #nosec - % ", ".join(['%s']*len(paid_accrual_entries)), tuple(paid_accrual_entries)) - - if self.partial_paid_entry: - partial_paid_entry = json.loads(self.partial_paid_entry) - frappe.db.set_value("Loan Interest Accrual", partial_paid_entry["name"], "interest_amount", - partial_paid_entry["interest_amount"]) + for payment in self.repayment_details: + frappe.db.sql(""" UPDATE `tabLoan Interest Accrual` + SET paid_principal_amount = `paid_principal_amount` - %s, + paid_interest_amount = `paid_interest_amount` - %s + WHERE name = %s""", + (payment.paid_principal_amount, payment.paid_interest_amount, payment.loan_interest_accrual)) frappe.db.sql(""" UPDATE `tabLoan` SET total_amount_paid = %s, total_principal_paid = %s WHERE name = %s """, (loan.total_amount_paid - self.amount_paid, @@ -139,6 +103,38 @@ class LoanRepayment(AccountsController): if loan.status == "Loan Closure Requested": frappe.db.set_value("Loan", self.against_loan, "status", "Disbursed") + def allocate_amounts(self, paid_entries): + self.set('repayment_details', []) + self.principal_amount_paid = 0 + + if self.amount_paid - self.penalty_amount > 0 and paid_entries: + interest_paid = self.amount_paid - self.penalty_amount + for lia, amounts in iteritems(paid_entries): + if amounts['interest_amount'] + amounts['payable_principal_amount'] <= interest_paid: + interest_amount = amounts['interest_amount'] + paid_principal = amounts['payable_principal_amount'] + self.principal_amount_paid += paid_principal + interest_paid -= (interest_amount + paid_principal) + elif interest_paid: + if interest_paid >= amounts['interest_amount']: + interest_amount = amounts['interest_amount'] + paid_principal = interest_paid - interest_amount + self.principal_amount_paid += paid_principal + interest_paid = 0 + else: + interest_amount = interest_paid + interest_paid = 0 + paid_principal=0 + + self.append('repayment_details', { + 'loan_interest_accrual': lia, + 'paid_interest_amount': interest_amount, + 'paid_principal_amount': paid_principal + }) + + if interest_paid: + self.principal_amount_paid += interest_paid + def make_gl_entries(self, cancel=0, adv_adj=0): gle_map = [] loan_details = frappe.get_doc("Loan", self.against_loan) @@ -210,7 +206,7 @@ class LoanRepayment(AccountsController): ) if gle_map: - make_gl_entries(gle_map, cancel=cancel, adv_adj=adv_adj) + make_gl_entries(gle_map, cancel=cancel, adv_adj=adv_adj, merge_entries=False) def create_repayment_entry(loan, applicant, company, posting_date, loan_type, payment_type, interest_payable, payable_principal_amount, amount_paid, penalty_amount=None): @@ -223,7 +219,7 @@ def create_repayment_entry(loan, applicant, company, posting_date, loan_type, "posting_date": posting_date, "applicant": applicant, "penalty_amount": penalty_amount, - "interets_payable": interest_payable, + "interest_payable": interest_payable, "payable_principal_amount": payable_principal_amount, "amount_paid": amount_paid, "loan_type": loan_type @@ -232,14 +228,22 @@ def create_repayment_entry(loan, applicant, company, posting_date, loan_type, return lr def get_accrued_interest_entries(against_loan): - accrued_interest_entries = frappe.get_all("Loan Interest Accrual", - fields=["name", "interest_amount", "posting_date", "payable_principal_amount"], - filters = { - "loan": against_loan, - "is_paid": 0 - }, order_by="posting_date") - return accrued_interest_entries + unpaid_accrued_entries = frappe.db.sql( + """ + SELECT name, posting_date, interest_amount - paid_interest_amount as interest_amount, + payable_principal_amount - paid_principal_amount as payable_principal_amount + FROM + `tabLoan Interest Accrual` + WHERE + loan = %s + AND (interest_amount - paid_interest_amount > 0 OR + payable_principal_amount - paid_principal_amount > 0) + AND + docstatus = 1 + """, (against_loan), as_dict=1) + + return unpaid_accrued_entries # This function returns the amounts that are payable at the time of loan repayment based on posting date # So it pulls all the unpaid Loan Interest Accrual Entries and calculates the penalty if applicable @@ -272,7 +276,11 @@ def get_amounts(amounts, against_loan, posting_date, payment_type): total_pending_interest += entry.interest_amount payable_principal_amount += entry.payable_principal_amount - pending_accrual_entries.setdefault(entry.name, entry.interest_amount) + pending_accrual_entries.setdefault(entry.name, { + 'interest_amount': flt(entry.interest_amount), + 'payable_principal_amount': flt(entry.payable_principal_amount) + }) + final_due_date = due_date pending_principal_amount = against_loan_doc.total_payment - against_loan_doc.total_principal_paid - against_loan_doc.total_interest_payable @@ -288,7 +296,7 @@ def get_amounts(amounts, against_loan, posting_date, payment_type): amounts["interest_amount"] = total_pending_interest amounts["penalty_amount"] = penalty_amount amounts["payable_amount"] = payable_principal_amount + total_pending_interest + penalty_amount - amounts["paid_accrual_entries"] = pending_accrual_entries + amounts["pending_accrual_entries"] = pending_accrual_entries if final_due_date: amounts["due_date"] = final_due_date diff --git a/erpnext/loan_management/doctype/loan_repayment_detail/__init__.py b/erpnext/loan_management/doctype/loan_repayment_detail/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/loan_management/doctype/loan_repayment_detail/loan_repayment_detail.json b/erpnext/loan_management/doctype/loan_repayment_detail/loan_repayment_detail.json new file mode 100644 index 00000000000..cff1dbb1d29 --- /dev/null +++ b/erpnext/loan_management/doctype/loan_repayment_detail/loan_repayment_detail.json @@ -0,0 +1,43 @@ +{ + "actions": [], + "creation": "2020-04-15 18:31:54.026923", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "loan_interest_accrual", + "paid_principal_amount", + "paid_interest_amount" + ], + "fields": [ + { + "fieldname": "loan_interest_accrual", + "fieldtype": "Link", + "label": "Loan Interest Accrual", + "options": "Loan Interest Accrual" + }, + { + "fieldname": "paid_principal_amount", + "fieldtype": "Currency", + "label": "Paid Principal Amount", + "options": "Company:company:default_currency" + }, + { + "fieldname": "paid_interest_amount", + "fieldtype": "Currency", + "label": "Paid Interest Amount", + "options": "Company:company:default_currency" + } + ], + "istable": 1, + "links": [], + "modified": "2020-04-15 21:50:03.837019", + "modified_by": "Administrator", + "module": "Loan Management", + "name": "Loan Repayment Detail", + "owner": "Administrator", + "permissions": [], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/loan_management/doctype/loan_repayment_detail/loan_repayment_detail.py b/erpnext/loan_management/doctype/loan_repayment_detail/loan_repayment_detail.py new file mode 100644 index 00000000000..a83b9b59415 --- /dev/null +++ b/erpnext/loan_management/doctype/loan_repayment_detail/loan_repayment_detail.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class LoanRepaymentDetail(Document): + pass diff --git a/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.py b/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.py index b405ccae55d..eb6135868d0 100644 --- a/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.py +++ b/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.py @@ -30,7 +30,8 @@ class LoanSecurityPledge(Document): if not pledge.qty and not pledge.amount: frappe.throw(_("Qty or Amount is mandatroy for loan security")) - pledge.loan_security_price = get_loan_security_price(pledge.loan_security) + if not (self.loan_application and pledge.loan_security_price): + pledge.loan_security_price = get_loan_security_price(pledge.loan_security) if not pledge.qty: pledge.qty = cint(pledge.amount/pledge.loan_security_price) diff --git a/erpnext/loan_management/doctype/loan_security_price/loan_security_price.py b/erpnext/loan_management/doctype/loan_security_price/loan_security_price.py index 2855b52610a..32d81afed5d 100644 --- a/erpnext/loan_management/doctype/loan_security_price/loan_security_price.py +++ b/erpnext/loan_management/doctype/loan_security_price/loan_security_price.py @@ -37,7 +37,7 @@ def get_loan_security_price(loan_security, valid_time=None): }, 'loan_security_price') if not loan_security_price: - frappe.throw(_("No valid Loan Security Price found for {0}").format(frappe.bold(loan_security))) + frappe.throw(_("No valid Loan Security Price found for {0}").format(frappe.bold(loan_security))) else: return loan_security_price diff --git a/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py b/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py index b7be84f8366..ab040f1d333 100644 --- a/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py +++ b/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py @@ -37,17 +37,10 @@ def add_security(loan): return loan_security_pledge.as_dict() -def check_for_ltv_shortfall(process_loan_security_shortfall=None): +def check_for_ltv_shortfall(process_loan_security_shortfall): update_time = get_datetime() - if not process_loan_security_shortfall: - process = frappe.new_doc("Process Loan Security Shortfall") - process.update_time = update_time - process.submit() - - process_loan_security_shortfall = process.name - loan_security_price_map = frappe._dict(frappe.get_all("Loan Security Price", fields=["loan_security", "loan_security_price"], filters = { diff --git a/erpnext/loan_management/doctype/loan_type/loan_type.json b/erpnext/loan_management/doctype/loan_type/loan_type.json index a3525db9a56..51c5cb98a63 100644 --- a/erpnext/loan_management/doctype/loan_type/loan_type.json +++ b/erpnext/loan_management/doctype/loan_type/loan_type.json @@ -119,6 +119,7 @@ "label": "Penalty Interest Rate (%) Per Day" }, { + "description": "No. of days from due date until which penalty won't be charged in case of delay in loan repayment", "fieldname": "grace_period_in_days", "fieldtype": "Int", "label": "Grace Period in Days" @@ -142,7 +143,7 @@ ], "is_submittable": 1, "links": [], - "modified": "2020-02-03 05:03:00.334813", + "modified": "2020-04-15 00:24:43.259963", "modified_by": "Administrator", "module": "Loan Management", "name": "Loan Type", diff --git a/erpnext/loan_management/doctype/loan_type/loan_type.py b/erpnext/loan_management/doctype/loan_type/loan_type.py index 14b18ab57a1..208cb19c88e 100644 --- a/erpnext/loan_management/doctype/loan_type/loan_type.py +++ b/erpnext/loan_management/doctype/loan_type/loan_type.py @@ -19,3 +19,6 @@ class LoanType(Document): frappe.throw(_("Account {0} does not belong to company {1}").format(frappe.bold(self.get(fieldname)), frappe.bold(self.company))) + if self.get('loan_account') == self.get('payment_account'): + frappe.throw(_('Loan Account and Payment Account cannot be same')) + diff --git a/erpnext/loan_management/doctype/process_loan_interest_accrual/process_loan_interest_accrual.json b/erpnext/loan_management/doctype/process_loan_interest_accrual/process_loan_interest_accrual.json index 7f79cb1fd93..0ef098f278f 100644 --- a/erpnext/loan_management/doctype/process_loan_interest_accrual/process_loan_interest_accrual.json +++ b/erpnext/loan_management/doctype/process_loan_interest_accrual/process_loan_interest_accrual.json @@ -9,6 +9,7 @@ "posting_date", "loan_type", "loan", + "process_type", "amended_from" ], "fields": [ @@ -39,11 +40,18 @@ "fieldtype": "Link", "label": "Loan ", "options": "Loan" + }, + { + "fieldname": "process_type", + "fieldtype": "Data", + "hidden": 1, + "label": "Process Type", + "read_only": 1 } ], "is_submittable": 1, "links": [], - "modified": "2020-02-01 08:14:33.978636", + "modified": "2020-04-09 22:52:53.911416", "modified_by": "Administrator", "module": "Loan Management", "name": "Process Loan Interest Accrual", @@ -74,7 +82,6 @@ "write": 1 } ], - "quick_entry": 1, "sort_field": "modified", "sort_order": "DESC", "track_changes": 1 diff --git a/erpnext/loan_management/doctype/process_loan_interest_accrual/process_loan_interest_accrual.py b/erpnext/loan_management/doctype/process_loan_interest_accrual/process_loan_interest_accrual.py index 0f33da918d2..cd3cf7ec96b 100644 --- a/erpnext/loan_management/doctype/process_loan_interest_accrual/process_loan_interest_accrual.py +++ b/erpnext/loan_management/doctype/process_loan_interest_accrual/process_loan_interest_accrual.py @@ -6,7 +6,8 @@ from __future__ import unicode_literals import frappe from frappe.utils import nowdate from frappe.model.document import Document -from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual import make_accrual_interest_entry_for_demand_loans +from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual import (make_accrual_interest_entry_for_demand_loans, + make_accrual_interest_entry_for_term_loans) class ProcessLoanInterestAccrual(Document): def on_submit(self): @@ -14,16 +15,45 @@ class ProcessLoanInterestAccrual(Document): if self.loan: loan_doc = frappe.get_doc('Loan', self.loan) - open_loans.append(loan_doc) + if loan_doc: + open_loans.append(loan_doc) - make_accrual_interest_entry_for_demand_loans(self.posting_date, self.name, - open_loans = open_loans, loan_type = self.loan_type) + if (not self.loan or not loan_doc.is_term_loan) and self.process_type != 'Term Loans': + make_accrual_interest_entry_for_demand_loans(self.posting_date, self.name, + open_loans = open_loans, loan_type = self.loan_type) -def process_loan_interest_accrual(posting_date=None, loan_type=None, loan=None): + if (not self.loan or loan_doc.is_term_loan) and self.process_type != 'Demand Loans': + make_accrual_interest_entry_for_term_loans(self.posting_date, self.name, term_loan=self.loan, + loan_type=self.loan_type) + + +def process_loan_interest_accrual_for_demand_loans(posting_date=None, loan_type=None, loan=None): loan_process = frappe.new_doc('Process Loan Interest Accrual') loan_process.posting_date = posting_date or nowdate() loan_process.loan_type = loan_type + loan_process.process_type = 'Demand Loans' loan_process.loan = loan loan_process.submit() +def process_loan_interest_accrual_for_term_loans(posting_date=None, loan_type=None, loan=None): + + if not term_loan_accrual_pending(posting_date or nowdate()): + return + + loan_process = frappe.new_doc('Process Loan Interest Accrual') + loan_process.posting_date = posting_date or nowdate() + loan_process.loan_type = loan_type + loan_process.process_type = 'Term Loans' + loan_process.loan = loan + + loan_process.submit() + +def term_loan_accrual_pending(date): + pending_accrual = frappe.db.get_value('Repayment Schedule', { + 'payment_date': ('<=', date), + 'is_accrued': 0 + }) + + return pending_accrual + diff --git a/erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.py b/erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.py index 417e3678c93..b4aad25ac80 100644 --- a/erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.py +++ b/erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.py @@ -14,4 +14,13 @@ class ProcessLoanSecurityShortfall(Document): self.set_onload('update_time', get_datetime()) def on_submit(self): - check_for_ltv_shortfall(process_loan_security_shortfall = self.name) + check_for_ltv_shortfall(self.name) + +def create_process_loan_security_shortfall(): + if check_for_secured_loans(): + process = frappe.new_doc("Process Loan Security Shortfall") + process.update_time = get_datetime() + process.submit() + +def check_for_secured_loans(): + return frappe.db.count('Loan', {'docstatus': 1, 'is_secured_loan': 1}) diff --git a/erpnext/loan_management/doctype/salary_slip_loan/salary_slip_loan.json b/erpnext/loan_management/doctype/salary_slip_loan/salary_slip_loan.json index ce020fff07d..2f4fe249456 100644 --- a/erpnext/loan_management/doctype/salary_slip_loan/salary_slip_loan.json +++ b/erpnext/loan_management/doctype/salary_slip_loan/salary_slip_loan.json @@ -1,4 +1,5 @@ { + "actions": [], "creation": "2019-08-29 18:11:36.829526", "doctype": "DocType", "editable_grid": 1, @@ -27,7 +28,6 @@ { "fieldname": "loan_account", "fieldtype": "Link", - "in_list_view": 1, "label": "Loan Account", "options": "Account", "read_only": 1 @@ -63,9 +63,9 @@ { "fieldname": "total_payment", "fieldtype": "Currency", + "in_list_view": 1, "label": "Total Payment", - "options": "Company:company:default_currency", - "read_only": 1 + "options": "Company:company:default_currency" }, { "fieldname": "loan_repayment_entry", @@ -79,11 +79,13 @@ "fieldname": "loan_type", "fieldtype": "Link", "label": "Loan Type", - "options": "Loan Type" + "options": "Loan Type", + "read_only": 1 } ], "istable": 1, - "modified": "2019-10-28 09:15:31.174244", + "links": [], + "modified": "2020-04-16 13:17:04.798335", "modified_by": "Administrator", "module": "Loan Management", "name": "Salary Slip Loan", diff --git a/erpnext/manufacturing/desk_page/manufacturing/manufacturing.json b/erpnext/manufacturing/desk_page/manufacturing/manufacturing.json index 6127ef6896c..18604e283ab 100644 --- a/erpnext/manufacturing/desk_page/manufacturing/manufacturing.json +++ b/erpnext/manufacturing/desk_page/manufacturing/manufacturing.json @@ -1,32 +1,34 @@ { "cards": [ { - "icon": "fa fa-star", - "links": "[\n {\n \"dependencies\": [\n \"Item\",\n \"BOM\"\n ],\n \"description\": \"Orders released for production.\",\n \"label\": \"Work Order\",\n \"name\": \"Work Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"BOM\"\n ],\n \"description\": \"Generate Material Requests (MRP) and Work Orders.\",\n \"label\": \"Production Plan\",\n \"name\": \"Production Plan\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Stock Entry\",\n \"name\": \"Stock Entry\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Activity Type\"\n ],\n \"description\": \"Time Sheet for manufacturing.\",\n \"label\": \"Timesheet\",\n \"name\": \"Timesheet\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Job Card\",\n \"name\": \"Job Card\",\n \"type\": \"doctype\"\n }\n]", - "title": "Production" + "hidden": 0, + "label": "Production", + "links": "[\n {\n \"dependencies\": [\n \"Item\",\n \"BOM\"\n ],\n \"description\": \"Orders released for production.\",\n \"label\": \"Work Order\",\n \"name\": \"Work Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"BOM\"\n ],\n \"description\": \"Generate Material Requests (MRP) and Work Orders.\",\n \"label\": \"Production Plan\",\n \"name\": \"Production Plan\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Stock Entry\",\n \"name\": \"Stock Entry\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Activity Type\"\n ],\n \"description\": \"Time Sheet for manufacturing.\",\n \"label\": \"Timesheet\",\n \"name\": \"Timesheet\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Job Card\",\n \"name\": \"Job Card\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"All Products or Services.\",\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Bill of Materials (BOM)\",\n \"label\": \"Bill of Materials\",\n \"name\": \"BOM\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Where manufacturing operations are carried.\",\n \"label\": \"Workstation\",\n \"name\": \"Workstation\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Details of the operations carried out.\",\n \"label\": \"Operation\",\n \"name\": \"Operation\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Routing\",\n \"name\": \"Routing\",\n \"type\": \"doctype\"\n }\n]", - "title": "Bill of Materials" + "hidden": 0, + "label": "Bill of Materials", + "links": "[\n {\n \"description\": \"All Products or Services.\",\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Bill of Materials (BOM)\",\n \"label\": \"Bill of Materials\",\n \"name\": \"BOM\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Where manufacturing operations are carried.\",\n \"label\": \"Workstation\",\n \"name\": \"Workstation\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Details of the operations carried out.\",\n \"label\": \"Operation\",\n \"name\": \"Operation\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Routing\",\n \"name\": \"Routing\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-list", - "links": "[\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Open Work Orders\",\n \"name\": \"Open Work Orders\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Work Orders in Progress\",\n \"name\": \"Work Orders in Progress\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Issued Items Against Work Order\",\n \"name\": \"Issued Items Against Work Order\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Completed Work Orders\",\n \"name\": \"Completed Work Orders\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Production Analytics\",\n \"name\": \"Production Analytics\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"BOM\"\n ],\n \"doctype\": \"BOM\",\n \"is_query_report\": true,\n \"label\": \"BOM Search\",\n \"name\": \"BOM Search\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"BOM\"\n ],\n \"doctype\": \"BOM\",\n \"is_query_report\": true,\n \"label\": \"BOM Stock Report\",\n \"name\": \"BOM Stock Report\",\n \"type\": \"report\"\n }\n]", - "title": "Reports" + "hidden": 0, + "label": "Reports", + "links": "[\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Open Work Orders\",\n \"name\": \"Open Work Orders\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Work Orders in Progress\",\n \"name\": \"Work Orders in Progress\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Issued Items Against Work Order\",\n \"name\": \"Issued Items Against Work Order\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Completed Work Orders\",\n \"name\": \"Completed Work Orders\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Production Analytics\",\n \"name\": \"Production Analytics\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"BOM\"\n ],\n \"doctype\": \"BOM\",\n \"is_query_report\": true,\n \"label\": \"BOM Search\",\n \"name\": \"BOM Search\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"BOM\"\n ],\n \"doctype\": \"BOM\",\n \"is_query_report\": true,\n \"label\": \"BOM Stock Report\",\n \"name\": \"BOM Stock Report\",\n \"type\": \"report\"\n }\n]" }, { - "icon": "fa fa-wrench", - "links": "[\n {\n \"description\": \"Replace BOM and update latest price in all BOMs\",\n \"label\": \"BOM Update Tool\",\n \"name\": \"BOM Update Tool\",\n \"type\": \"doctype\"\n },\n {\n \"data_doctype\": \"BOM\",\n \"description\": \"Compare BOMs for changes in Raw Materials and Operations\",\n \"label\": \"BOM Comparison Tool\",\n \"name\": \"bom-comparison-tool\",\n \"type\": \"page\"\n }\n]", - "title": "Tools" + "hidden": 0, + "label": "Tools", + "links": "[\n {\n \"description\": \"Replace BOM and update latest price in all BOMs\",\n \"label\": \"BOM Update Tool\",\n \"name\": \"BOM Update Tool\",\n \"type\": \"doctype\"\n },\n {\n \"data_doctype\": \"BOM\",\n \"description\": \"Compare BOMs for changes in Raw Materials and Operations\",\n \"label\": \"BOM Comparison Tool\",\n \"name\": \"bom-comparison-tool\",\n \"type\": \"page\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Global settings for all manufacturing processes.\",\n \"label\": \"Manufacturing Settings\",\n \"name\": \"Manufacturing Settings\",\n \"type\": \"doctype\"\n }\n]", - "title": "Settings" + "hidden": 0, + "label": "Settings", + "links": "[\n {\n \"description\": \"Global settings for all manufacturing processes.\",\n \"label\": \"Manufacturing Settings\",\n \"name\": \"Manufacturing Settings\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-facetime-video", - "links": "[\n {\n \"label\": \"Work Order\",\n \"name\": \"Work Order\",\n \"type\": \"help\",\n \"youtube_id\": \"ZotgLyp2YFY\"\n }\n]", - "title": "Help" + "hidden": 0, + "label": "Help", + "links": "[\n {\n \"label\": \"Work Order\",\n \"name\": \"Work Order\",\n \"type\": \"help\",\n \"youtube_id\": \"ZotgLyp2YFY\"\n }\n]" } ], "category": "Domains", @@ -40,7 +42,7 @@ "idx": 0, "is_standard": 1, "label": "Manufacturing", - "modified": "2020-03-12 16:30:36.389877", + "modified": "2020-04-01 11:28:50.979358", "modified_by": "Administrator", "module": "Manufacturing", "name": "Manufacturing", diff --git a/erpnext/manufacturing/doctype/blanket_order/blanket_order.js b/erpnext/manufacturing/doctype/blanket_order/blanket_order.js index 1cd9446c8ba..4c31bd0b7d0 100644 --- a/erpnext/manufacturing/doctype/blanket_order/blanket_order.js +++ b/erpnext/manufacturing/doctype/blanket_order/blanket_order.js @@ -14,27 +14,37 @@ frappe.ui.form.on('Blanket Order', { refresh: function(frm) { erpnext.hide_company(); if (frm.doc.customer && frm.doc.docstatus === 1) { - frm.add_custom_button(__('View Orders'), function() { - frappe.set_route('List', 'Sales Order', {blanket_order: frm.doc.name}); - }); - frm.add_custom_button(__("Create Sales Order"), function(){ + frm.add_custom_button(__("Sales Order"), function() { frappe.model.open_mapped_doc({ - method: "erpnext.manufacturing.doctype.blanket_order.blanket_order.make_sales_order", - frm: frm + method: "erpnext.manufacturing.doctype.blanket_order.blanket_order.make_order", + frm: frm, + args: { + doctype: 'Sales Order' + } }); - }).addClass("btn-primary"); + }, __('Create')); + + frm.add_custom_button(__("Quotation"), function() { + frappe.model.open_mapped_doc({ + method: "erpnext.manufacturing.doctype.blanket_order.blanket_order.make_order", + frm: frm, + args: { + doctype: 'Quotation' + } + }); + }, __('Create')); } if (frm.doc.supplier && frm.doc.docstatus === 1) { - frm.add_custom_button(__('View Orders'), function() { - frappe.set_route('List', 'Purchase Order', {blanket_order: frm.doc.name}); - }); - frm.add_custom_button(__("Create Purchase Order"), function(){ + frm.add_custom_button(__("Purchase Order"), function(){ frappe.model.open_mapped_doc({ - method: "erpnext.manufacturing.doctype.blanket_order.blanket_order.make_purchase_order", - frm: frm + method: "erpnext.manufacturing.doctype.blanket_order.blanket_order.make_order", + frm: frm, + args: { + doctype: 'Purchase Order' + } }); - }).addClass("btn-primary"); + }, __('Create')); } }, diff --git a/erpnext/manufacturing/doctype/blanket_order/blanket_order.py b/erpnext/manufacturing/doctype/blanket_order/blanket_order.py index 38118bd78d4..d7556add805 100644 --- a/erpnext/manufacturing/doctype/blanket_order/blanket_order.py +++ b/erpnext/manufacturing/doctype/blanket_order/blanket_order.py @@ -14,10 +14,18 @@ from erpnext.stock.doctype.item.item import get_item_defaults class BlanketOrder(Document): def validate(self): self.validate_dates() + self.validate_duplicate_items() def validate_dates(self): if getdate(self.from_date) > getdate(self.to_date): - frappe.throw(_("From date cannot be greater than To date")) + frappe.throw(_("From date cannot be greater than To date")) + + def validate_duplicate_items(self): + item_list = [] + for item in self.items: + if item.item_code in item_list: + frappe.throw(_("Note: Item {0} added multiple times").format(frappe.bold(item.item_code))) + item_list.append(item.item_code) def update_ordered_qty(self): ref_doctype = "Sales Order" if self.blanket_order_type == "Selling" else "Purchase Order" @@ -35,7 +43,14 @@ class BlanketOrder(Document): d.db_set("ordered_qty", item_ordered_qty.get(d.item_code, 0)) @frappe.whitelist() -def make_sales_order(source_name): +def make_order(source_name): + doctype = frappe.flags.args.doctype + + def update_doc(source_doc, target_doc, source_parent): + if doctype == 'Quotation': + target_doc.quotation_to = 'Customer' + target_doc.party_name = source_doc.customer + def update_item(source, target, source_parent): target_qty = source.get("qty") - source.get("ordered_qty") target.qty = target_qty if not flt(target_qty) < 0 else 0 @@ -49,39 +64,11 @@ def make_sales_order(source_name): target_doc = get_mapped_doc("Blanket Order", source_name, { "Blanket Order": { - "doctype": "Sales Order" + "doctype": doctype, + "postprocess": update_doc }, "Blanket Order Item": { - "doctype": "Sales Order Item", - "field_map": { - "rate": "blanket_order_rate", - "parent": "blanket_order" - }, - "postprocess": update_item - } - }) - return target_doc - -@frappe.whitelist() -def make_purchase_order(source_name): - def update_item(source, target, source_parent): - target_qty = source.get("qty") - source.get("ordered_qty") - target.qty = target_qty if not flt(target_qty) < 0 else 0 - item = get_item_defaults(target.item_code, source_parent.company) - if item: - target.item_name = item.get("item_name") - target.description = item.get("description") - target.uom = item.get("stock_uom") - target.warehouse = item.get("default_warehouse") - target.against_blanket_order = 1 - target.blanket_order = source_name - - target_doc = get_mapped_doc("Blanket Order", source_name, { - "Blanket Order": { - "doctype": "Purchase Order" - }, - "Blanket Order Item": { - "doctype": "Purchase Order Item", + "doctype": doctype + " Item", "field_map": { "rate": "blanket_order_rate", "parent": "blanket_order" diff --git a/erpnext/manufacturing/doctype/blanket_order/blanket_order_dashboard.py b/erpnext/manufacturing/doctype/blanket_order/blanket_order_dashboard.py index ed319a0cefd..d9aa0ca49d0 100644 --- a/erpnext/manufacturing/doctype/blanket_order/blanket_order_dashboard.py +++ b/erpnext/manufacturing/doctype/blanket_order/blanket_order_dashboard.py @@ -6,7 +6,7 @@ def get_data(): 'fieldname': 'blanket_order', 'transactions': [ { - 'items': ['Purchase Order', 'Sales Order'] + 'items': ['Purchase Order', 'Sales Order', 'Quotation'] } ] } diff --git a/erpnext/manufacturing/doctype/blanket_order/test_blanket_order.py b/erpnext/manufacturing/doctype/blanket_order/test_blanket_order.py index 455ea06137a..3171defdaea 100644 --- a/erpnext/manufacturing/doctype/blanket_order/test_blanket_order.py +++ b/erpnext/manufacturing/doctype/blanket_order/test_blanket_order.py @@ -7,13 +7,17 @@ import frappe import unittest from frappe.utils import add_months, today from erpnext import get_company_currency -from .blanket_order import make_sales_order, make_purchase_order +from .blanket_order import make_order class TestBlanketOrder(unittest.TestCase): + def setUp(self): + frappe.flags.args = frappe._dict() + def test_sales_order_creation(self): bo = make_blanket_order(blanket_order_type="Selling") - so = make_sales_order(bo.name) + frappe.flags.args.doctype = 'Sales Order' + so = make_order(bo.name) so.currency = get_company_currency(so.company) so.delivery_date = today() so.items[0].qty = 10 @@ -29,7 +33,8 @@ class TestBlanketOrder(unittest.TestCase): self.assertEqual(so.items[0].qty, bo.items[0].ordered_qty) # test the quantity - so1 = make_sales_order(bo.name) + frappe.flags.args.doctype = 'Sales Order' + so1 = make_order(bo.name) so1.currency = get_company_currency(so1.company) self.assertEqual(so1.items[0].qty, (bo.items[0].qty-bo.items[0].ordered_qty)) @@ -37,7 +42,8 @@ class TestBlanketOrder(unittest.TestCase): def test_purchase_order_creation(self): bo = make_blanket_order(blanket_order_type="Purchasing") - po = make_purchase_order(bo.name) + frappe.flags.args.doctype = 'Purchase Order' + po = make_order(bo.name) po.currency = get_company_currency(po.company) po.schedule_date = today() po.items[0].qty = 10 @@ -53,7 +59,8 @@ class TestBlanketOrder(unittest.TestCase): self.assertEqual(po.items[0].qty, bo.items[0].ordered_qty) # test the quantity - po1 = make_sales_order(bo.name) + frappe.flags.args.doctype = 'Purchase Order' + po1 = make_order(bo.name) po1.currency = get_company_currency(po1.company) self.assertEqual(po1.items[0].qty, (bo.items[0].qty-bo.items[0].ordered_qty)) @@ -78,7 +85,7 @@ def make_blanket_order(**args): "qty": args.quantity or 1000, "rate": args.rate or 100 }) - + bo.insert() bo.submit() return bo \ No newline at end of file diff --git a/erpnext/manufacturing/doctype/bom/bom.js b/erpnext/manufacturing/doctype/bom/bom.js index 0051ad9dffd..ebfb7626407 100644 --- a/erpnext/manufacturing/doctype/bom/bom.js +++ b/erpnext/manufacturing/doctype/bom/bom.js @@ -29,7 +29,10 @@ frappe.ui.form.on("BOM", { frm.set_query("item", function() { return { - query: "erpnext.controllers.queries.item_query" + query: "erpnext.controllers.queries.item_query", + filters: { + "doctype": "BOM" + } }; }); @@ -119,23 +122,58 @@ frappe.ui.form.on("BOM", { }); } } + + + if (frm.doc.__onload && frm.doc.__onload["has_variants"]) { + frm.set_intro(__('This is a Template BOM and will be used to make the work order for {0} of the item {1}', + [ + `variants`, + `${frm.doc.item}`, + ]), true); + + frm.$wrapper.find(".variants-intro").on("click", () => { + frappe.set_route("List", "Item", {"variant_of": frm.doc.item}); + }); + } }, make_work_order: function(frm) { - const fields = [{ + const fields = []; + + if (frm.doc.__onload && frm.doc.__onload["has_variants"]) { + fields.push({ + fieldtype: 'Link', + label: __('Variant Item'), + fieldname: 'item', + options: "Item", + reqd: 1, + get_query: function() { + return { + query: "erpnext.controllers.queries.item_query", + filters: { + "variant_of": frm.doc.item + } + }; + } + }); + } + + fields.push({ fieldtype: 'Float', label: __('Qty To Manufacture'), fieldname: 'qty', reqd: 1, default: 1 - }]; + }); frappe.prompt(fields, data => { + let item = data.item || frm.doc.item; + frappe.call({ method: "erpnext.manufacturing.doctype.work_order.work_order.make_work_order", args: { bom_no: frm.doc.name, - item: frm.doc.item, + item: item, qty: data.qty || 0.0, project: frm.doc.project }, diff --git a/erpnext/manufacturing/doctype/bom/bom.py b/erpnext/manufacturing/doctype/bom/bom.py index b3e602bdfab..b1fc4deae91 100644 --- a/erpnext/manufacturing/doctype/bom/bom.py +++ b/erpnext/manufacturing/doctype/bom/bom.py @@ -59,6 +59,10 @@ class BOM(WebsiteGenerator): self.name = name + def onload(self): + super(BOM, self).onload() + if self.get("item") and cint(frappe.db.get_value("Item", self.item, "has_variants")): + self.set_onload("has_variants", True) def validate(self): self.route = frappe.scrub(self.name).replace('_', '-') @@ -189,7 +193,7 @@ class BOM(WebsiteGenerator): if self.rm_cost_as_per == 'Valuation Rate': rate = self.get_valuation_rate(arg) * (arg.get("conversion_factor") or 1) elif self.rm_cost_as_per == 'Last Purchase Rate': - rate = (arg.get('last_purchase_rate') \ + rate = flt(arg.get('last_purchase_rate') \ or frappe.db.get_value("Item", arg['item_code'], "last_purchase_rate")) \ * (arg.get("conversion_factor") or 1) elif self.rm_cost_as_per == "Price List": @@ -242,12 +246,13 @@ class BOM(WebsiteGenerator): if rate: d.rate = rate d.amount = flt(d.rate) * flt(d.qty) + d.db_update() if self.docstatus == 1: self.flags.ignore_validate_update_after_submit = True self.calculate_cost() if save: - self.save() + self.db_update() self.update_exploded_items() # update parent BOMs diff --git a/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py b/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py index 2758a423716..e6c10ad12b0 100644 --- a/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py +++ b/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py @@ -82,7 +82,7 @@ def enqueue_replace_bom(args): @frappe.whitelist() def enqueue_update_cost(): - frappe.enqueue("erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool.update_cost") + frappe.enqueue("erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool.update_cost", timeout=40000) frappe.msgprint(_("Queued for updating latest price in all Bill of Materials. It may take a few minutes.")) def update_latest_price_in_all_boms(): @@ -98,6 +98,9 @@ def replace_bom(args): doc.replace_bom() def update_cost(): + frappe.db.auto_commit_on_many_writes = 1 bom_list = get_boms_in_bottom_up_order() for bom in bom_list: - frappe.get_doc("BOM", bom).update_cost(update_parent=False, from_child_bom=True) \ No newline at end of file + frappe.get_doc("BOM", bom).update_cost(update_parent=False, from_child_bom=True) + + frappe.db.auto_commit_on_many_writes = 0 \ No newline at end of file diff --git a/erpnext/manufacturing/doctype/bom_update_tool/test_bom_update_tool.py b/erpnext/manufacturing/doctype/bom_update_tool/test_bom_update_tool.py index 154addf14e8..ac9a409bcbe 100644 --- a/erpnext/manufacturing/doctype/bom_update_tool/test_bom_update_tool.py +++ b/erpnext/manufacturing/doctype/bom_update_tool/test_bom_update_tool.py @@ -5,6 +5,9 @@ from __future__ import unicode_literals import unittest import frappe +from erpnext.stock.doctype.item.test_item import create_item +from erpnext.manufacturing.doctype.production_plan.test_production_plan import make_bom +from erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool import update_cost test_records = frappe.get_test_records('BOM') @@ -27,4 +30,31 @@ class TestBOMUpdateTool(unittest.TestCase): # reverse, as it affects other testcases update_tool.current_bom = bom_doc.name update_tool.new_bom = current_bom - update_tool.replace_bom() \ No newline at end of file + update_tool.replace_bom() + + def test_bom_cost(self): + for item in ["BOM Cost Test Item 1", "BOM Cost Test Item 2", "BOM Cost Test Item 3"]: + item_doc = create_item(item, valuation_rate=100) + if item_doc.valuation_rate != 100.00: + frappe.db.set_value("Item", item_doc.name, "valuation_rate", 100) + + bom_no = frappe.db.get_value('BOM', {'item': 'BOM Cost Test Item 1'}, "name") + if not bom_no: + doc = make_bom(item = 'BOM Cost Test Item 1', + raw_materials =['BOM Cost Test Item 2', 'BOM Cost Test Item 3'], currency="INR") + else: + doc = frappe.get_doc("BOM", bom_no) + + self.assertEquals(doc.total_cost, 200) + + frappe.db.set_value("Item", "BOM Cost Test Item 2", "valuation_rate", 200) + update_cost() + + doc.load_from_db() + self.assertEquals(doc.total_cost, 300) + + frappe.db.set_value("Item", "BOM Cost Test Item 2", "valuation_rate", 100) + update_cost() + + doc.load_from_db() + self.assertEquals(doc.total_cost, 200) diff --git a/erpnext/manufacturing/doctype/job_card/job_card.js b/erpnext/manufacturing/doctype/job_card/job_card.js index 8c7876d48de..bab0dfb6b43 100644 --- a/erpnext/manufacturing/doctype/job_card/job_card.js +++ b/erpnext/manufacturing/doctype/job_card/job_card.js @@ -82,7 +82,9 @@ frappe.ui.form.on('Job Card', { frm.set_value('current_time' , 0); } - frm.save(); + frm.save("Save", () => {}, "", () => { + frm.doc.time_logs.pop(-1); + }); }, complete_job: function(frm, completed_time, completed_qty) { @@ -105,6 +107,24 @@ frappe.ui.form.on('Job Card', { }); }, + validate: function(frm) { + if ((!frm.doc.time_logs || !frm.doc.time_logs.length) && frm.doc.started_time) { + frm.trigger("reset_timer"); + } + }, + + employee: function(frm) { + if (frm.doc.job_started && !frm.doc.current_time) { + frm.trigger("reset_timer"); + } + }, + + reset_timer: function(frm) { + frm.set_value('started_time' , ''); + frm.set_value('job_started', 0); + frm.set_value('current_time' , 0); + }, + make_dashboard: function(frm) { if(frm.doc.__islocal) return; @@ -137,12 +157,12 @@ frappe.ui.form.on('Job Card', { updateStopwatch(current); }, 1000); } - + function updateStopwatch(increment) { var hours = Math.floor(increment / 3600); var minutes = Math.floor((increment - (hours * 3600)) / 60); var seconds = increment - (hours * 3600) - (minutes * 60); - + $(section).find(".hours").text(hours < 10 ? ("0" + hours.toString()) : hours.toString()); $(section).find(".minutes").text(minutes < 10 ? ("0" + minutes.toString()) : minutes.toString()); $(section).find(".seconds").text(seconds < 10 ? ("0" + seconds.toString()) : seconds.toString()); @@ -205,5 +225,10 @@ frappe.ui.form.on('Job Card', { frappe.ui.form.on('Job Card Time Log', { completed_qty: function(frm) { frm.events.set_total_completed_qty(frm); + }, + + to_time: function(frm) { + frm.set_value('job_started', 0); + frm.set_value('started_time', ''); } }) \ No newline at end of file diff --git a/erpnext/manufacturing/doctype/job_card/job_card.py b/erpnext/manufacturing/doctype/job_card/job_card.py index f8c60f2a114..e9627a55145 100644 --- a/erpnext/manufacturing/doctype/job_card/job_card.py +++ b/erpnext/manufacturing/doctype/job_card/job_card.py @@ -9,7 +9,7 @@ from frappe import _ from frappe.model.mapper import get_mapped_doc from frappe.model.document import Document from frappe.utils import (flt, cint, time_diff_in_hours, get_datetime, getdate, - get_time, add_to_date, time_diff, add_days, get_datetime_str) + get_time, add_to_date, time_diff, add_days, get_datetime_str, get_link_to_form) from erpnext.manufacturing.doctype.manufacturing_settings.manufacturing_settings import get_mins_between_operations @@ -189,11 +189,15 @@ class JobCard(Document): def validate_job_card(self): if not self.time_logs: - frappe.throw(_("Time logs are required for job card {0}").format(self.name)) + frappe.throw(_("Time logs are required for {0} {1}") + .format(frappe.bold("Job Card"), get_link_to_form("Job Card", self.name))) if self.for_quantity and self.total_completed_qty != self.for_quantity: - frappe.throw(_("The total completed qty({0}) must be equal to qty to manufacture({1})" - .format(frappe.bold(self.total_completed_qty),frappe.bold(self.for_quantity)))) + total_completed_qty = frappe.bold(_("Total Completed Qty")) + qty_to_manufacture = frappe.bold(_("Qty to Manufacture")) + + frappe.throw(_("The {0} ({1}) must be equal to {2} ({3})" + .format(total_completed_qty, frappe.bold(self.total_completed_qty), qty_to_manufacture,frappe.bold(self.for_quantity)))) def update_work_order(self): if not self.work_order: diff --git a/erpnext/manufacturing/doctype/production_plan/production_plan.js b/erpnext/manufacturing/doctype/production_plan/production_plan.js index 96e5cd57c35..b49b0ba0f74 100644 --- a/erpnext/manufacturing/doctype/production_plan/production_plan.js +++ b/erpnext/manufacturing/doctype/production_plan/production_plan.js @@ -188,7 +188,7 @@ frappe.ui.form.on('Production Plan', { }, get_items_for_mr: function(frm) { - const set_fields = ['actual_qty', 'item_code','item_name', 'description', 'uom', + const set_fields = ['actual_qty', 'item_code','item_name', 'description', 'uom', 'min_order_qty', 'quantity', 'sales_order', 'warehouse', 'projected_qty', 'material_request_type']; frappe.call({ method: "erpnext.manufacturing.doctype.production_plan.production_plan.get_items_for_material_requests", diff --git a/erpnext/manufacturing/doctype/production_plan/production_plan.py b/erpnext/manufacturing/doctype/production_plan/production_plan.py index 358a5429d91..c3f27cd3ded 100644 --- a/erpnext/manufacturing/doctype/production_plan/production_plan.py +++ b/erpnext/manufacturing/doctype/production_plan/production_plan.py @@ -346,6 +346,7 @@ class ProductionPlan(Document): if not wo.fg_warehouse: wo.fg_warehouse = warehouse.get('fg_warehouse') try: + wo.flags.ignore_mandatory = True wo.insert() return wo.name except OverProductionError: diff --git a/erpnext/manufacturing/doctype/production_plan/test_production_plan.py b/erpnext/manufacturing/doctype/production_plan/test_production_plan.py index f70c9cc43fc..26f580db339 100644 --- a/erpnext/manufacturing/doctype/production_plan/test_production_plan.py +++ b/erpnext/manufacturing/doctype/production_plan/test_production_plan.py @@ -192,9 +192,10 @@ def make_bom(**args): args = frappe._dict(args) bom = frappe.get_doc({ - 'doctype': "BOM", + 'doctype': 'BOM', 'is_default': 1, 'item': args.item, + 'currency': args.currency or 'USD', 'quantity': args.quantity or 1, 'company': args.company or '_Test Company' }) @@ -211,4 +212,5 @@ def make_bom(**args): }) bom.insert(ignore_permissions=True) - bom.submit() \ No newline at end of file + bom.submit() + return bom \ No newline at end of file diff --git a/erpnext/manufacturing/doctype/work_order/work_order.js b/erpnext/manufacturing/doctype/work_order/work_order.js index 9c8aa453a68..43145170f7f 100644 --- a/erpnext/manufacturing/doctype/work_order/work_order.js +++ b/erpnext/manufacturing/doctype/work_order/work_order.js @@ -240,6 +240,8 @@ frappe.ui.form.on("Work Order", { }); }, __("Job Card"), __("Create")); + dialog.fields_dict["operations"].grid.wrapper.find('.grid-add-row').hide(); + var pending_qty = 0; frm.doc.operations.forEach(data => { if(data.completed_qty != frm.doc.qty) { @@ -311,7 +313,7 @@ frappe.ui.form.on("Work Order", { "Work in Progress": "progress-bar-warning", "Completed": "progress-bar-success" }; - + let bars = []; let message = ''; let title = ''; @@ -402,7 +404,6 @@ frappe.ui.form.on("Work Order", { }, before_submit: function(frm) { - frm.toggle_reqd(["fg_warehouse", "wip_warehouse"], true); frm.fields_dict.required_items.grid.toggle_reqd("source_warehouse", true); frm.toggle_reqd("transfer_material_against", frm.doc.operations && frm.doc.operations.length > 0); diff --git a/erpnext/manufacturing/doctype/work_order/work_order.json b/erpnext/manufacturing/doctype/work_order/work_order.json index e6990fd985c..00a67a03d67 100644 --- a/erpnext/manufacturing/doctype/work_order/work_order.json +++ b/erpnext/manufacturing/doctype/work_order/work_order.json @@ -231,6 +231,7 @@ "fieldname": "wip_warehouse", "fieldtype": "Link", "label": "Work-in-Progress Warehouse", + "mandatory_depends_on": "eval:!doc.skip_transfer || doc.from_wip_warehouse", "options": "Warehouse" }, { @@ -238,7 +239,8 @@ "fieldname": "fg_warehouse", "fieldtype": "Link", "label": "Target Warehouse", - "options": "Warehouse" + "options": "Warehouse", + "reqd": 1 }, { "fieldname": "column_break_12", @@ -481,7 +483,7 @@ "image_field": "image", "is_submittable": 1, "links": [], - "modified": "2020-01-31 12:46:23.636033", + "modified": "2020-04-24 19:32:43.323054", "modified_by": "Administrator", "module": "Manufacturing", "name": "Work Order", diff --git a/erpnext/manufacturing/report/bom_stock_report/bom_stock_report.py b/erpnext/manufacturing/report/bom_stock_report/bom_stock_report.py index 65f4d08459a..75ebcbc971b 100644 --- a/erpnext/manufacturing/report/bom_stock_report/bom_stock_report.py +++ b/erpnext/manufacturing/report/bom_stock_report/bom_stock_report.py @@ -18,10 +18,10 @@ def get_columns(): """return columns""" columns = [ _("Item") + ":Link/Item:150", - _("Description") + "::500", - _("Qty per BOM Line") + ":Float:100", - _("Required Qty") + ":Float:100", - _("In Stock Qty") + ":Float:100", + _("Description") + "::300", + _("BOM Qty") + ":Float:160", + _("Required Qty") + ":Float:120", + _("In Stock Qty") + ":Float:120", _("Enough Parts to Build") + ":Float:200", ] @@ -59,13 +59,14 @@ def get_bom_stock(filters): bom_item.item_code, bom_item.description , bom_item.{qty_field}, - bom_item.{qty_field} * {qty_to_produce}, + bom_item.{qty_field} * {qty_to_produce} / bom.quantity, sum(ledger.actual_qty) as actual_qty, - sum(FLOOR(ledger.actual_qty / (bom_item.{qty_field} * {qty_to_produce}))) + sum(FLOOR(ledger.actual_qty / (bom_item.{qty_field} * {qty_to_produce} / bom.quantity))) FROM - {table} AS bom_item + `tabBOM` AS bom INNER JOIN {table} AS bom_item + ON bom.name = bom_item.parent LEFT JOIN `tabBin` AS ledger - ON bom_item.item_code = ledger.item_code + ON bom_item.item_code = ledger.item_code {conditions} WHERE bom_item.parent = '{bom}' and bom_item.parenttype='BOM' diff --git a/erpnext/non_profit/desk_page/non_profit/non_profit.json b/erpnext/non_profit/desk_page/non_profit/non_profit.json index 5d759ba113e..ebe61948935 100644 --- a/erpnext/non_profit/desk_page/non_profit/non_profit.json +++ b/erpnext/non_profit/desk_page/non_profit/non_profit.json @@ -1,30 +1,34 @@ { "cards": [ { - "icon": "icon-list", - "links": "[\n {\n \"description\": \"Define various loan types\",\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loan Application\",\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n }\n]", - "title": "Loan Management" + "hidden": 0, + "label": "Loan Management", + "links": "[\n {\n \"description\": \"Define various loan types\",\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loan Application\",\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Grant information.\",\n \"label\": \"Grant Application\",\n \"name\": \"Grant Application\",\n \"type\": \"doctype\"\n }\n]", - "title": "Grant Application" + "hidden": 0, + "label": "Grant Application", + "links": "[\n {\n \"description\": \"Grant information.\",\n \"label\": \"Grant Application\",\n \"name\": \"Grant Application\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Member information.\",\n \"label\": \"Member\",\n \"name\": \"Member\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Memebership Details\",\n \"label\": \"Membership\",\n \"name\": \"Membership\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Memebership Type Details\",\n \"label\": \"Membership Type\",\n \"name\": \"Membership Type\",\n \"type\": \"doctype\"\n }\n]", - "title": "Membership" + "hidden": 0, + "label": "Membership", + "links": "[\n {\n \"description\": \"Member information.\",\n \"label\": \"Member\",\n \"name\": \"Member\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Membership Details\",\n \"label\": \"Membership\",\n \"name\": \"Membership\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Membership Type Details\",\n \"label\": \"Membership Type\",\n \"name\": \"Membership Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Billing and Gateway Settings\",\n \"label\": \"Membership Settings\",\n \"name\": \"Membership Settings\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Volunteer information.\",\n \"label\": \"Volunteer\",\n \"name\": \"Volunteer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Volunteer Type information.\",\n \"label\": \"Volunteer Type\",\n \"name\": \"Volunteer Type\",\n \"type\": \"doctype\"\n }\n]", - "title": "Volunteer" + "hidden": 0, + "label": "Volunteer", + "links": "[\n {\n \"description\": \"Volunteer information.\",\n \"label\": \"Volunteer\",\n \"name\": \"Volunteer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Volunteer Type information.\",\n \"label\": \"Volunteer Type\",\n \"name\": \"Volunteer Type\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-star", - "links": "[\n {\n \"description\": \"Chapter information.\",\n \"label\": \"Chapter\",\n \"name\": \"Chapter\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "Chapter" + "hidden": 0, + "label": "Chapter", + "links": "[\n {\n \"description\": \"Chapter information.\",\n \"label\": \"Chapter\",\n \"name\": \"Chapter\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Donor information.\",\n \"label\": \"Donor\",\n \"name\": \"Donor\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Donor Type information.\",\n \"label\": \"Donor Type\",\n \"name\": \"Donor Type\",\n \"type\": \"doctype\"\n }\n]", - "title": "Donor" + "hidden": 0, + "label": "Donor", + "links": "[\n {\n \"description\": \"Donor information.\",\n \"label\": \"Donor\",\n \"name\": \"Donor\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Donor Type information.\",\n \"label\": \"Donor Type\",\n \"name\": \"Donor Type\",\n \"type\": \"doctype\"\n }\n]" } ], "category": "Domains", @@ -38,7 +42,7 @@ "idx": 0, "is_standard": 1, "label": "Non Profit", - "modified": "2020-03-12 16:30:36.683012", + "modified": "2020-04-13 13:41:52.373705", "modified_by": "Administrator", "module": "Non Profit", "name": "Non Profit", @@ -46,5 +50,31 @@ "pin_to_bottom": 0, "pin_to_top": 0, "restrict_to_domain": "Non Profit", - "shortcuts": [] + "shortcuts": [ + { + "label": "Member", + "link_to": "Member", + "type": "DocType" + }, + { + "label": "Membership Settings", + "link_to": "Membership Settings", + "type": "DocType" + }, + { + "label": "Membership", + "link_to": "Membership", + "type": "DocType" + }, + { + "label": "Chapter", + "link_to": "Chapter", + "type": "DocType" + }, + { + "label": "Chapter Member", + "link_to": "Chapter Member", + "type": "DocType" + } + ] } \ No newline at end of file diff --git a/erpnext/non_profit/doctype/member/member.js b/erpnext/non_profit/doctype/member/member.js index eb74dc1507e..3e9d0baba5f 100644 --- a/erpnext/non_profit/doctype/member/member.js +++ b/erpnext/non_profit/doctype/member/member.js @@ -2,6 +2,14 @@ // For license information, please see license.txt frappe.ui.form.on('Member', { + setup: function(frm) { + frappe.db.get_single_value("Membership Settings", "enable_razorpay").then(val => { + if (val && (frm.doc.subscription_id || frm.doc.customer_id)) { + frm.set_df_property('razorpay_details_section', 'hidden', false); + } + }) + }, + refresh: function(frm) { frappe.dynamic_link = {doc: frm.doc, fieldname: 'name', doctype: 'Member'}; diff --git a/erpnext/non_profit/doctype/member/member.json b/erpnext/non_profit/doctype/member/member.json index 941497494c8..bb73a843eeb 100644 --- a/erpnext/non_profit/doctype/member/member.json +++ b/erpnext/non_profit/doctype/member/member.json @@ -1,604 +1,216 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 1, - "autoname": "naming_series:", - "beta": 0, - "creation": "2017-09-11 09:24:52.898356", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_rename": 1, + "autoname": "naming_series:", + "creation": "2017-09-11 09:24:52.898356", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "naming_series", + "member_name", + "membership_expiry_date", + "column_break_5", + "membership_type", + "email", + "email_id", + "image", + "customer_section", + "customer", + "customer_name", + "supplier_section", + "supplier", + "address_contacts", + "address_html", + "column_break_9", + "contact_html", + "razorpay_details_section", + "subscription_id", + "customer_id", + "subscription_activated", + "column_break_21", + "subscription_start", + "subscription_end" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "", - "fieldname": "naming_series", - "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Series", - "length": 0, - "no_copy": 0, - "options": "NPO-MEM-.YYYY.-", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "naming_series", + "fieldtype": "Select", + "label": "Series", + "options": "NPO-MEM-.YYYY.-", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "member_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Member Name", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "member_name", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Member Name", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "membership_expiry_date", - "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Membership Expiry Date", - "length": 0, - "no_copy": 0, - 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}, + "fieldname": "column_break_5", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "membership_type", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Membership Type", - "length": 0, - "no_copy": 0, - "options": "Membership Type", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "membership_type", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Membership Type", + "options": "Membership Type", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "email", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Email", - "length": 0, - "no_copy": 0, - "options": "User", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "email", + "fieldtype": "Link", + "in_list_view": 1, + "label": "User", + "options": "User" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "image", - "fieldtype": "Attach Image", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Image", - "length": 0, - "no_copy": 1, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "image", + "fieldtype": "Attach Image", + "hidden": 1, + "label": "Image", + "no_copy": 1, + "print_hide": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 1, - "columns": 0, - "fieldname": "customer_section", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Customer", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "collapsible": 1, + "fieldname": "customer_section", + "fieldtype": "Section Break", + "label": "Customer" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "customer", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Customer", - "length": 0, - "no_copy": 0, - "options": "Customer", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "customer", + "fieldtype": "Link", + "label": "Customer", + "options": "Customer" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "customer.customer_name", - "fieldname": "customer_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Customer Name", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fetch_from": "customer.customer_name", + "fieldname": "customer_name", + "fieldtype": "Data", + "label": "Customer Name", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 1, - "columns": 0, - "fieldname": "supplier_section", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Supplier", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "collapsible": 1, + "fieldname": "supplier_section", + "fieldtype": "Section Break", + "label": "Supplier" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "supplier", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Supplier", - "length": 0, - "no_copy": 0, - "options": "Supplier", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "supplier", + "fieldtype": "Link", + "label": "Supplier", + "options": "Supplier" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "address_contacts", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Address and Contact", - "length": 0, - "no_copy": 0, - "options": "fa fa-map-marker", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "address_contacts", + "fieldtype": "Section Break", + "label": "Address and Contact", + "options": "fa fa-map-marker" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "address_html", - "fieldtype": "HTML", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Address HTML", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "address_html", + "fieldtype": "HTML", + "label": "Address HTML" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_9", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_9", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "contact_html", - "fieldtype": "HTML", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Contact HTML", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "contact_html", + "fieldtype": "HTML", + "label": "Contact HTML" + }, + { + "fieldname": "email_id", + "fieldtype": "Data", + "label": "Email Address" + }, + { + "fieldname": "subscription_id", + "fieldtype": "Data", + "label": "Subscription ID", + "read_only": 1 + }, + { + "fieldname": "customer_id", + "fieldtype": "Data", + "label": "Customer ID", + "read_only": 1 + }, + { + "fieldname": "razorpay_details_section", + "fieldtype": "Section Break", + "hidden": 1, + "label": "Razorpay Details" + }, + { + "fieldname": "column_break_21", + "fieldtype": "Column Break" + }, + { + "default": "0", + "fieldname": "subscription_activated", + "fieldtype": "Check", + "label": "Subscription Activated" + }, + { + "fieldname": "subscription_start", + "fieldtype": "Date", + "label": "Subscription Start " + }, + { + "fieldname": "subscription_end", + "fieldtype": "Date", + "label": "Subscription End" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_field": "image", - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-08-21 14:44:23.218109", - "modified_by": "Administrator", - "module": "Non Profit", - "name": "Member", - "name_case": "", - "owner": "Administrator", + ], + "image_field": "image", + "links": [], + "modified": "2020-04-07 14:20:33.215700", + "modified_by": "Administrator", + "module": "Non Profit", + "name": "Member", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Non Profit Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Non Profit Manager", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Non Profit Member", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Non Profit Member", + "share": 1, "write": 1 } - ], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Non Profit", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "title_field": "member_name", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 + ], + "quick_entry": 1, + "restrict_to_domain": "Non Profit", + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "member_name", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/non_profit/doctype/member/member.py b/erpnext/non_profit/doctype/member/member.py index 9afaf90e7ab..571f87af874 100644 --- a/erpnext/non_profit/doctype/member/member.py +++ b/erpnext/non_profit/doctype/member/member.py @@ -3,9 +3,12 @@ # For license information, please see license.txt from __future__ import unicode_literals +import frappe +from frappe import _ from frappe.model.document import Document from frappe.contacts.address_and_contact import load_address_and_contact - +from frappe.utils import cint +from frappe.integrations.utils import get_payment_gateway_controller class Member(Document): def onload(self): @@ -14,8 +17,114 @@ class Member(Document): def validate(self): - self.validate_email_type(self.email) + if self.email: + self.validate_email_type(self.email) + if self.email_id: + self.validate_email_type(self.email_id) def validate_email_type(self, email): from frappe.utils import validate_email_address - validate_email_address(email.strip(), True) \ No newline at end of file + validate_email_address(email.strip(), True) + + def setup_subscription(self): + membership_settings = frappe.get_doc("Membership Settings") + if not membership_settings.enable_razorpay: + frappe.throw("Please enable Razorpay to setup subscription") + + controller = get_payment_gateway_controller("Razorpay") + settings = controller.get_settings({}) + + plan_id = frappe.get_value("Membership Type", self.membership_type, "razorpay_plan_id") + + if not plan_id: + frappe.throw(_("Please setup Razorpay Plan ID")) + + subscription_details = { + "plan_id": plan_id, + "billing_frequency": cint(membership_settings.billing_frequency), + "customer_notify": 1 + } + + args = { + 'subscription_details': subscription_details + } + + subscription = controller.setup_subscription(settings, **args) + + return subscription + +def get_or_create_member(user_details): + member_list = frappe.get_all("Member", filters={'email': user_details.email, 'membership_type': user_details.plan_id}) + if member_list and member_list[0]: + return member_list[0]['name'] + else: + return create_member(user_details) + +def create_member(user_details): + member = frappe.new_doc("Member") + member.update({ + "member_name": user_details.fullname, + "email_id": user_details.email, + "pan_number": user_details.pan, + "membership_type": user_details.plan_id, + "customer": create_customer(user_details) + }) + + member.insert(ignore_permissions=True) + return member + +def create_customer(user_details): + customer = frappe.new_doc("Customer") + customer.customer_name = user_details.fullname + customer.customer_type = "Individual" + customer.insert(ignore_permissions=True) + + try: + contact = frappe.new_doc("Contact") + contact.first_name = user_details.fullname + contact.add_phone(user_details.mobile, is_primary_phone=1, is_primary_mobile_no=1) + contact.add_email(user_details.email, is_primary=1) + contact.insert(ignore_permissions=True) + + contact.append("links", { + "link_doctype": "Customer", + "link_name": customer.name + }) + + contact.insert() + except Exception as e: + frappe.log_error(frappe.get_traceback(), _("Contact Creation Failed")) + pass + + return customer.name + +@frappe.whitelist(allow_guest=True) +def create_member_subscription_order(user_details): + """Create Member subscription and order for payment + + Args: + user_details (TYPE): Description + + Returns: + Dictionary: Dictionary with subscription details + { + 'subscription_details': { + 'plan_id': 'plan_EXwyxDYDCj3X4v', + 'billing_frequency': 24, + 'customer_notify': 1 + }, + 'subscription_id': 'sub_EZycCvXFvqnC6p' + } + """ + # {"plan_id":"IFF Starter","fullname":"Shivam Mishra","mobile":"7506056962","email":"shivam@shivam.dev","pan":"Testing123"} + user_details = frappe._dict(user_details) + member = get_or_create_member(user_details) + if not member: + member = create_member(user_details) + + subscription = member.setup_subscription() + + member.subscription_id = subscription.get('subscription_id') + member.save(ignore_permissions=True) + + return subscription \ No newline at end of file diff --git a/erpnext/non_profit/doctype/membership/membership.js b/erpnext/non_profit/doctype/membership/membership.js index 421087995a5..554549a0bd1 100644 --- a/erpnext/non_profit/doctype/membership/membership.js +++ b/erpnext/non_profit/doctype/membership/membership.js @@ -2,7 +2,13 @@ // For license information, please see license.txt frappe.ui.form.on('Membership', { - onload:function(frm) { + setup: function(frm) { + frappe.db.get_single_value("Membership Settings", "enable_razorpay").then(val => { + if (val) frm.set_df_property('razorpay_details_section', 'hidden', false); + }) + }, + + onload: function(frm) { frm.add_fetch('membership_type', 'amount', 'amount'); } }); diff --git a/erpnext/non_profit/doctype/membership/membership.json b/erpnext/non_profit/doctype/membership/membership.json index 9a204b19bfc..9f10d0cfc70 100644 --- a/erpnext/non_profit/doctype/membership/membership.json +++ b/erpnext/non_profit/doctype/membership/membership.json @@ -1,501 +1,164 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "autoname": "NPO-MSH-.YYYY.-.#####", - "beta": 0, - "creation": "2017-09-11 11:39:18.492184", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "autoname": "NPO-MSH-.YYYY.-.#####", + "creation": "2017-09-11 11:39:18.492184", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "member", + "membership_type", + "column_break_3", + "membership_status", + "membership_validity_section", + "from_date", + "to_date", + "column_break_8", + "member_since_date", + "payment_details", + "paid", + "currency", + "amount", + "razorpay_details_section", + "subscription_id", + "payment_id", + "webhook_payload" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "member", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Member", - "length": 0, - "no_copy": 0, - "options": "Member", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "member", + "fieldtype": "Link", + "label": "Member", + "options": "Member" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "membership_type", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Membership Type", - "length": 0, - "no_copy": 0, - "options": "Membership Type", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "membership_type", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Membership Type", + "options": "Membership Type", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_3", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_3", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "membership_status", - "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Membership Status", - "length": 0, - "no_copy": 0, - "options": "New\nCurrent\nExpired\nPending\nCancelled", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "membership_status", + "fieldtype": "Select", + "label": "Membership Status", + "options": "New\nCurrent\nExpired\nPending\nCancelled" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "membership_validity_section", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Validity", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "membership_validity_section", + "fieldtype": "Section Break", + "label": "Validity" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "from_date", - "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "From", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "from_date", + "fieldtype": "Date", + "in_list_view": 1, + "label": "From", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "to_date", - "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "To", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "to_date", + "fieldtype": "Date", + "in_list_view": 1, + "label": "To", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_8", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_8", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "member_since_date", - "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Member Since", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "member_since_date", + "fieldtype": "Date", + "label": "Member Since" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "payment_details", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Payment Details", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "payment_details", + "fieldtype": "Section Break", + "label": "Payment Details" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "paid", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Paid", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "paid", + "fieldtype": "Check", + "label": "Paid" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "currency", - "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Currency", - "length": 0, - "no_copy": 0, - "options": "USD\nINR", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "currency", + "fieldtype": "Select", + "label": "Currency", + "options": "USD\nINR" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "amount", - "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Amount", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "amount", + "fieldtype": "Float", + "label": "Amount" + }, + { + "fieldname": "razorpay_details_section", + "fieldtype": "Section Break", + "hidden": 1, + "label": "Razorpay Details" + }, + { + "fieldname": "subscription_id", + "fieldtype": "Data", + "label": "Subscription ID", + "read_only": 1 + }, + { + "fieldname": "payment_id", + "fieldtype": "Data", + "label": "Payment ID", + "read_only": 1 + }, + { + "fieldname": "webhook_payload", + "fieldtype": "Code", + "label": "Webhook Payload", + "options": "JSON", + "read_only": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-08-21 16:15:42.323446", - "modified_by": "Administrator", - "module": "Non Profit", - "name": "Membership", - "name_case": "", - "owner": "Administrator", + ], + "links": [], + "modified": "2020-04-06 14:29:33.856060", + "modified_by": "Administrator", + "module": "Non Profit", + "name": "Membership", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Non Profit Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Non Profit Manager", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Non Profit Member", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Non Profit Member", + "share": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Non Profit", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 + ], + "restrict_to_domain": "Non Profit", + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/non_profit/doctype/membership/membership.py b/erpnext/non_profit/doctype/membership/membership.py index 98bee56979f..a523a238e4b 100644 --- a/erpnext/non_profit/doctype/membership/membership.py +++ b/erpnext/non_profit/doctype/membership/membership.py @@ -3,9 +3,13 @@ # For license information, please see license.txt from __future__ import unicode_literals +import json import frappe +import six +from datetime import datetime from frappe.model.document import Document -from frappe.utils import add_days, add_years, nowdate, getdate +from frappe.email import sendmail_to_system_managers +from frappe.utils import add_days, add_years, nowdate, getdate, add_months, get_link_to_form from frappe import _ import erpnext @@ -43,11 +47,80 @@ class Membership(Document): else: self.from_date = nowdate() - self.to_date = add_years(self.from_date, 1) + if frappe.db.get_single_value("Membership Settings", "billing_cycle") == "Yearly": + self.to_date = add_years(self.from_date, 1) + else: + self.to_date = add_months(self.from_date, 1) def on_payment_authorized(self, status_changed_to=None): if status_changed_to in ("Completed", "Authorized"): self.load_from_db() self.db_set('paid', 1) +def get_member_based_on_subscription(subscription_id, email): + members = frappe.get_all("Member", filters={ + 'subscription_id': subscription_id, + 'email_id': email + }, order_by="creation desc") + return frappe.get_doc("Member", members[0]['name']) + + +@frappe.whitelist() +def trigger_razorpay_subscription(data): + if isinstance(data, six.string_types): + data = json.loads(data) + data = frappe._dict(data) + + subscription = data.payload.get("subscription", {}).get('entity', {}) + subscription = frappe._dict(subscription) + + payment = data.payload.get("payment", {}).get('entity', {}) + payment = frappe._dict(payment) + + try: + data_json = json.dumps(data, indent=4, sort_keys=True) + member = get_member_based_on_subscription(subscription.id, payment.email) + except Exception as e: + error_log = frappe.log_error(frappe.get_traceback() + '\n' + data_json , _("Membership Webhook Failed")) + notify_failure(error_log) + raise e + + if data.event == "subscription.activated": + member.customer_id = payment.customer_id + member.subscription_start = datetime.fromtimestamp(subscription.start_at) + member.subscription_end = datetime.fromtimestamp(subscription.end_at) + member.subscription_activated = 1 + member.save(ignore_permissions=True) + elif data.event == "subscription.charged": + membership = frappe.new_doc("Membership") + membership.update({ + "member": member.name, + "membership_status": "Current", + "membership_type": member.membership_type, + "currency": "INR", + "paid": 1, + "payment_id": payment.id, + "webhook_payload": data_json, + "from_date": datetime.fromtimestamp(subscription.current_start), + "to_date": datetime.fromtimestamp(subscription.current_end), + "amount": payment.amount / 100 # Convert to rupees from paise + }) + membership.insert(ignore_permissions=True) + + return True + + + +def notify_failure(log): + try: + content = """Dear System Manager, +Razorpay webhook for creating renewing membership subscription failed due to some reason. Please check the following error log linked below + +Error Log: {0} + +Regards, +Administrator""".format(get_link_to_form("Error Log", log.name)) + sendmail_to_system_managers("[Important] [ERPNext] Razorpay membership webhook failed , please check.", content) + except: + pass diff --git a/erpnext/non_profit/doctype/membership_settings/__init__.py b/erpnext/non_profit/doctype/membership_settings/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.js b/erpnext/non_profit/doctype/membership_settings/membership_settings.js new file mode 100644 index 00000000000..c01a0b23d5d --- /dev/null +++ b/erpnext/non_profit/doctype/membership_settings/membership_settings.js @@ -0,0 +1,8 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Membership Settings', { + refresh: function(frm) { + + } +}); diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.json b/erpnext/non_profit/doctype/membership_settings/membership_settings.json new file mode 100644 index 00000000000..56b8eac4b12 --- /dev/null +++ b/erpnext/non_profit/doctype/membership_settings/membership_settings.json @@ -0,0 +1,62 @@ +{ + "actions": [], + "creation": "2020-03-29 12:57:03.005120", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "enable_razorpay", + "razorpay_settings_section", + "billing_cycle", + "billing_frequency" + ], + "fields": [ + { + "fieldname": "billing_cycle", + "fieldtype": "Select", + "label": "Billing Cycle", + "options": "Monthly\nYearly" + }, + { + "default": "0", + "fieldname": "enable_razorpay", + "fieldtype": "Check", + "label": "Enable RazorPay For Memberships" + }, + { + "depends_on": "eval:doc.enable_razorpay", + "fieldname": "razorpay_settings_section", + "fieldtype": "Section Break", + "label": "RazorPay Settings" + }, + { + "description": "The number of billing cycles for which the customer should be charged. For example, if a customer is buying a 1-year membership that should be billed on a monthly basis, this value should be 12.", + "fieldname": "billing_frequency", + "fieldtype": "Int", + "label": "Billing Frequency" + } + ], + "issingle": 1, + "links": [], + "modified": "2020-04-07 18:42:51.496807", + "modified_by": "Administrator", + "module": "Non Profit", + "name": "Membership Settings", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "role": "System Manager", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.py b/erpnext/non_profit/doctype/membership_settings/membership_settings.py new file mode 100644 index 00000000000..2b8e37f2a65 --- /dev/null +++ b/erpnext/non_profit/doctype/membership_settings/membership_settings.py @@ -0,0 +1,17 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +from frappe.integrations.utils import get_payment_gateway_controller +from frappe.model.document import Document + +class MembershipSettings(Document): + pass + +@frappe.whitelist() +def get_plans_for_membership(*args, **kwargs): + controller = get_payment_gateway_controller("Razorpay") + plans = controller.get_plans() + return [plan.get("item") for plan in plans.get("items")] \ No newline at end of file diff --git a/erpnext/non_profit/doctype/membership_settings/test_membership_settings.py b/erpnext/non_profit/doctype/membership_settings/test_membership_settings.py new file mode 100644 index 00000000000..2ad7984583d --- /dev/null +++ b/erpnext/non_profit/doctype/membership_settings/test_membership_settings.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestMembershipSettings(unittest.TestCase): + pass diff --git a/erpnext/non_profit/doctype/membership_type/membership_type.js b/erpnext/non_profit/doctype/membership_type/membership_type.js index 3ef39aee7d5..226981dc783 100644 --- a/erpnext/non_profit/doctype/membership_type/membership_type.js +++ b/erpnext/non_profit/doctype/membership_type/membership_type.js @@ -2,7 +2,9 @@ // For license information, please see license.txt frappe.ui.form.on('Membership Type', { - refresh: function() { - + refresh: function(frm) { + frappe.db.get_single_value("Membership Settings", "enable_razorpay").then(val => { + if (val) frm.set_df_property('razorpay_plan_id', 'hidden', false); + }) } }); diff --git a/erpnext/non_profit/doctype/membership_type/membership_type.json b/erpnext/non_profit/doctype/membership_type/membership_type.json index 35a7902c9f7..319078fd6c3 100644 --- a/erpnext/non_profit/doctype/membership_type/membership_type.json +++ b/erpnext/non_profit/doctype/membership_type/membership_type.json @@ -1,124 +1,63 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "autoname": "field:membership_type", - "beta": 0, - "creation": "2017-09-18 12:56:56.343999", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "autoname": "field:membership_type", + "creation": "2017-09-18 12:56:56.343999", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "membership_type", + "amount", + "razorpay_plan_id" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "membership_type", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 1, - "label": "Membership Type", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, + "fieldname": "membership_type", + "fieldtype": "Data", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Membership Type", + "reqd": 1, + "unique": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "amount", - "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Amount", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "unique": 0 + "fieldname": "amount", + "fieldtype": "Float", + "in_list_view": 1, + "label": "Amount", + "reqd": 1 + }, + { + "fieldname": "razorpay_plan_id", + "fieldtype": "Data", + "hidden": 1, + "label": "Razorpay Plan ID", + "unique": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2017-12-05 07:03:45.860757", - "modified_by": "Administrator", - "module": "Non Profit", - "name": "Membership Type", - "name_case": "", - "owner": "Administrator", + ], + "links": [], + "modified": "2020-03-30 12:54:07.850857", + "modified_by": "Administrator", + "module": "Non Profit", + "name": "Membership Type", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "apply_user_permissions": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Non Profit Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Non Profit Manager", + "share": 1, "write": 1 } - ], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Non Profit", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0 + ], + "quick_entry": 1, + "restrict_to_domain": "Non Profit", + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/patches.txt b/erpnext/patches.txt index 8aec8bddb9c..a216f53a8ba 100644 --- a/erpnext/patches.txt +++ b/erpnext/patches.txt @@ -581,7 +581,7 @@ erpnext.patches.v11_0.rename_bom_wo_fields erpnext.patches.v12_0.set_default_homepage_type erpnext.patches.v11_0.rename_additional_salary_component_additional_salary erpnext.patches.v11_0.renamed_from_to_fields_in_project -erpnext.patches.v11_0.add_permissions_in_gst_settings +erpnext.patches.v11_0.add_permissions_in_gst_settings #2020-04-04 erpnext.patches.v11_1.setup_guardian_role execute:frappe.delete_doc('DocType', 'Notification Control') erpnext.patches.v12_0.set_gst_category @@ -626,10 +626,11 @@ erpnext.patches.v12_0.update_ewaybill_field_position erpnext.patches.v12_0.create_accounting_dimensions_in_missing_doctypes erpnext.patches.v11_1.set_status_for_material_request_type_manufacture erpnext.patches.v12_0.move_plaid_settings_to_doctype -execute:frappe.reload_doc('desk', 'doctype','dashboard_chart_link') -execute:frappe.reload_doc('desk', 'doctype','dashboard') -execute:frappe.reload_doc('desk', 'doctype','dashboard_chart_source') -execute:frappe.reload_doc('desk', 'doctype','dashboard_chart') +execute:frappe.reload_doc('desk', 'doctype', 'dashboard_chart_link') +execute:frappe.reload_doc('desk', 'doctype', 'dashboard') +execute:frappe.reload_doc('desk', 'doctype', 'dashboard_chart_source') +execute:frappe.reload_doc('desk', 'doctype', 'dashboard_chart') +execute:frappe.reload_doc('desk', 'doctype', 'dashboard_chart_field') erpnext.patches.v12_0.add_default_dashboards erpnext.patches.v12_0.remove_bank_remittance_custom_fields erpnext.patches.v12_0.generate_leave_ledger_entries @@ -660,3 +661,17 @@ erpnext.patches.v12_0.set_job_offer_applicant_email erpnext.patches.v12_0.create_irs_1099_field_united_states erpnext.patches.v12_0.move_bank_account_swift_number_to_bank erpnext.patches.v12_0.rename_bank_reconciliation_fields # 2020-01-22 +erpnext.patches.v12_0.add_permission_in_lower_deduction +erpnext.patches.v12_0.set_received_qty_in_material_request_as_per_stock_uom +erpnext.patches.v12_0.rename_account_type_doctype +erpnext.patches.v12_0.recalculate_requested_qty_in_bin +erpnext.patches.v12_0.update_healthcare_refactored_changes +erpnext.patches.v12_0.set_total_batch_quantity +erpnext.patches.v12_0.rename_mws_settings_fields +erpnext.patches.v12_0.set_updated_purpose_in_pick_list +erpnext.patches.v12_0.set_default_payroll_based_on +erpnext.patches.v12_0.repost_stock_ledger_entries_for_target_warehouse +erpnext.patches.v12_0.update_end_date_and_status_in_email_campaign +erpnext.patches.v13_0.move_tax_slabs_from_payroll_period_to_income_tax_slab #123 +erpnext.patches.v12_0.fix_quotation_expired_status +erpnext.patches.v12_0.update_appointment_reminder_scheduler_entry \ No newline at end of file diff --git a/erpnext/patches/v10_0/update_address_template_for_india.py b/erpnext/patches/v10_0/update_address_template_for_india.py index 145ed452e9c..1ddca937609 100644 --- a/erpnext/patches/v10_0/update_address_template_for_india.py +++ b/erpnext/patches/v10_0/update_address_template_for_india.py @@ -3,10 +3,10 @@ from __future__ import unicode_literals import frappe -from erpnext.regional.india.setup import update_address_template +from erpnext.regional.address_template.setup import set_up_address_templates def execute(): if frappe.db.get_value('Company', {'country': 'India'}, 'name'): address_template = frappe.db.get_value('Address Template', 'India', 'template') if not address_template or "gstin" not in address_template: - update_address_template() + set_up_address_templates(default_country='India') diff --git a/erpnext/patches/v11_0/add_permissions_in_gst_settings.py b/erpnext/patches/v11_0/add_permissions_in_gst_settings.py index e8fcf33bede..d7936110edb 100644 --- a/erpnext/patches/v11_0/add_permissions_in_gst_settings.py +++ b/erpnext/patches/v11_0/add_permissions_in_gst_settings.py @@ -1,12 +1,10 @@ import frappe -from frappe.permissions import add_permission, update_permission_property +from erpnext.regional.india.setup import add_permissions def execute(): company = frappe.get_all('Company', filters = {'country': 'India'}) if not company: return - for doctype in ('GST HSN Code', 'GST Settings'): - add_permission(doctype, 'Accounts Manager', 0) - update_permission_property(doctype, 'Accounts Manager', 0, 'write', 1) - update_permission_property(doctype, 'Accounts Manager', 0, 'create', 1) \ No newline at end of file + frappe.reload_doc("regional", "doctype", "lower_deduction_certificate") + add_permissions() \ No newline at end of file diff --git a/erpnext/patches/v11_0/set_salary_component_properties.py b/erpnext/patches/v11_0/set_salary_component_properties.py index fa3605ba5f1..83fb53d2a73 100644 --- a/erpnext/patches/v11_0/set_salary_component_properties.py +++ b/erpnext/patches/v11_0/set_salary_component_properties.py @@ -5,8 +5,7 @@ def execute(): frappe.reload_doc('hr', 'doctype', 'salary_detail') frappe.reload_doc('hr', 'doctype', 'salary_component') - frappe.db.sql("update `tabSalary Component` set is_payable=1, is_tax_applicable=1 where type='Earning'") - frappe.db.sql("update `tabSalary Component` set is_payable=0 where type='Deduction'") + frappe.db.sql("update `tabSalary Component` set is_tax_applicable=1 where type='Earning'") frappe.db.sql("""update `tabSalary Component` set variable_based_on_taxable_salary=1 where type='Deduction' and name in ('TDS', 'Tax Deducted at Source')""") diff --git a/erpnext/patches/v12_0/add_permission_in_lower_deduction.py b/erpnext/patches/v12_0/add_permission_in_lower_deduction.py new file mode 100644 index 00000000000..af9bf74f30e --- /dev/null +++ b/erpnext/patches/v12_0/add_permission_in_lower_deduction.py @@ -0,0 +1,13 @@ +import frappe +from frappe.permissions import add_permission, update_permission_property + +def execute(): + company = frappe.get_all('Company', filters = {'country': 'India'}) + if not company: + return + + frappe.reload_doc('regional', 'doctype', 'Lower Deduction Certificate') + + add_permission('Lower Deduction Certificate', 'Accounts Manager', 0) + update_permission_property('Lower Deduction Certificate', 'Accounts Manager', 0, 'write', 1) + update_permission_property('Lower Deduction Certificate', 'Accounts Manager', 0, 'create', 1) \ No newline at end of file diff --git a/erpnext/patches/v12_0/fix_quotation_expired_status.py b/erpnext/patches/v12_0/fix_quotation_expired_status.py new file mode 100644 index 00000000000..c8708d80134 --- /dev/null +++ b/erpnext/patches/v12_0/fix_quotation_expired_status.py @@ -0,0 +1,34 @@ +import frappe + +def execute(): + # fixes status of quotations which have status 'Expired' despite having valid sales order created + + # filter out submitted expired quotations which has sales order created + cond = "qo.docstatus = 1 and qo.status = 'Expired'" + invalid_so_against_quo = """ + SELECT + so.name FROM `tabSales Order` so, `tabSales Order Item` so_item + WHERE + so_item.docstatus = 1 and so.docstatus = 1 + and so_item.parent = so.name + and so_item.prevdoc_docname = qo.name + and qo.valid_till < so.transaction_date""" # check if SO was created after quotation expired + + frappe.db.sql( + """UPDATE `tabQuotation` qo SET qo.status = 'Expired' WHERE {cond} and exists({invalid_so_against_quo})""" + .format(cond=cond, invalid_so_against_quo=invalid_so_against_quo) + ) + + valid_so_against_quo = """ + SELECT + so.name FROM `tabSales Order` so, `tabSales Order Item` so_item + WHERE + so_item.docstatus = 1 and so.docstatus = 1 + and so_item.parent = so.name + and so_item.prevdoc_docname = qo.name + and qo.valid_till >= so.transaction_date""" # check if SO was created before quotation expired + + frappe.db.sql( + """UPDATE `tabQuotation` qo SET qo.status = 'Closed' WHERE {cond} and exists({valid_so_against_quo})""" + .format(cond=cond, valid_so_against_quo=valid_so_against_quo) + ) diff --git a/erpnext/patches/v12_0/move_item_tax_to_item_tax_template.py b/erpnext/patches/v12_0/move_item_tax_to_item_tax_template.py index 31d500ea2f7..8889056e2d2 100644 --- a/erpnext/patches/v12_0/move_item_tax_to_item_tax_template.py +++ b/erpnext/patches/v12_0/move_item_tax_to_item_tax_template.py @@ -118,7 +118,9 @@ def get_item_tax_template(item_tax_templates, item_tax_map, item_code, parenttyp account.insert() tax_type = account.name - if tax_type: + account_type = frappe.get_cached_value("Account", tax_type, "account_type") + + if tax_type and account_type in ('Tax', 'Chargeable', 'Income Account', 'Expense Account', 'Expenses Included In Valuation'): item_tax_template.append("taxes", {"tax_type": tax_type, "tax_rate": tax_rate}) item_tax_templates.setdefault(item_tax_template.title, {}) item_tax_templates[item_tax_template.title][tax_type] = tax_rate diff --git a/erpnext/patches/v12_0/recalculate_requested_qty_in_bin.py b/erpnext/patches/v12_0/recalculate_requested_qty_in_bin.py new file mode 100644 index 00000000000..8267df95e11 --- /dev/null +++ b/erpnext/patches/v12_0/recalculate_requested_qty_in_bin.py @@ -0,0 +1,13 @@ +from __future__ import unicode_literals +import frappe +from erpnext.stock.stock_balance import update_bin_qty, get_indented_qty + +def execute(): + bin_details = frappe.db.sql(""" + SELECT item_code, warehouse + FROM `tabBin`""",as_dict=1) + + for entry in bin_details: + update_bin_qty(entry.get("item_code"), entry.get("warehouse"), { + "indented_qty": get_indented_qty(entry.get("item_code"), entry.get("warehouse")) + }) \ No newline at end of file diff --git a/erpnext/patches/v12_0/rename_account_type_doctype.py b/erpnext/patches/v12_0/rename_account_type_doctype.py new file mode 100644 index 00000000000..ffb4e937b18 --- /dev/null +++ b/erpnext/patches/v12_0/rename_account_type_doctype.py @@ -0,0 +1,7 @@ +from __future__ import unicode_literals +import frappe + +def execute(): + frappe.rename_doc('DocType', 'Account Type', 'Bank Account Type', force=True) + frappe.rename_doc('DocType', 'Account Subtype', 'Bank Account Subtype', force=True) + frappe.reload_doc('accounts', 'doctype', 'bank_account') \ No newline at end of file diff --git a/erpnext/patches/v12_0/rename_mws_settings_fields.py b/erpnext/patches/v12_0/rename_mws_settings_fields.py new file mode 100644 index 00000000000..e08e3769153 --- /dev/null +++ b/erpnext/patches/v12_0/rename_mws_settings_fields.py @@ -0,0 +1,11 @@ +# Copyright (c) 2020, Frappe and Contributors +# License: GNU General Public License v3. See license.txt + +import frappe + +def execute(): + count = frappe.db.sql("SELECT COUNT(*) FROM `tabSingles` WHERE doctype='Amazon MWS Settings' AND field='enable_sync';")[0][0] + if count == 0: + frappe.db.sql("UPDATE `tabSingles` SET field='enable_sync' WHERE doctype='Amazon MWS Settings' AND field='enable_synch';") + + frappe.reload_doc("ERPNext Integrations", "doctype", "Amazon MWS Settings") diff --git a/erpnext/patches/v12_0/repost_stock_ledger_entries_for_target_warehouse.py b/erpnext/patches/v12_0/repost_stock_ledger_entries_for_target_warehouse.py new file mode 100644 index 00000000000..13e935b2d39 --- /dev/null +++ b/erpnext/patches/v12_0/repost_stock_ledger_entries_for_target_warehouse.py @@ -0,0 +1,71 @@ +# Copyright (c) 2020, Frappe and Contributors +# License: GNU General Public License v3. See license.txt + +from __future__ import unicode_literals +import frappe + +def execute(): + warehouse_perm = frappe.get_all("User Permission", + fields=["count(*) as p_count", "is_default", "user"], filters={"allow": "Warehouse"}, group_by="user") + + if not warehouse_perm: + return + + execute_patch = False + for perm_data in warehouse_perm: + if perm_data.p_count == 1 or (perm_data.p_count > 1 and frappe.get_all("User Permission", + filters = {"user": perm_data.user, "allow": "warehouse", "is_default": 1}, limit=1)): + execute_patch = True + break + + if not execute_patch: return + + for doctype in ["Sales Invoice", "Delivery Note"]: + if not frappe.get_meta(doctype + ' Item').get_field("target_warehouse").hidden: continue + + cond = "" + if doctype == "Sales Invoice": + cond = " AND parent_doc.update_stock = 1" + + data = frappe.db.sql(""" SELECT parent_doc.name as name, child_doc.name as child_name + FROM + `tab{doctype}` parent_doc, `tab{doctype} Item` child_doc + WHERE + parent_doc.name = child_doc.parent AND parent_doc.docstatus < 2 + AND child_doc.target_warehouse is not null AND child_doc.target_warehouse != '' + AND child_doc.creation > '2020-04-16' {cond} + """.format(doctype=doctype, cond=cond), as_dict=1) + + if data: + names = [d.child_name for d in data] + frappe.db.sql(""" UPDATE `tab{0} Item` set target_warehouse = null + WHERE name in ({1}) """.format(doctype, ','.join(["%s"] * len(names) )), tuple(names)) + + frappe.db.sql(""" UPDATE `tabPacked Item` set target_warehouse = null + WHERE parenttype = '{0}' and parent_detail_docname in ({1}) + """.format(doctype, ','.join(["%s"] * len(names) )), tuple(names)) + + parent_names = list(set([d.name for d in data])) + + for d in parent_names: + doc = frappe.get_doc(doctype, d) + if doc.docstatus != 1: continue + + doc.docstatus = 2 + doc.update_stock_ledger() + doc.make_gl_entries_on_cancel(repost_future_gle=False) + + # update stock & gl entries for submit state of PR + doc.docstatus = 1 + doc.update_stock_ledger() + doc.make_gl_entries() + + if frappe.get_meta('Sales Order Item').get_field("target_warehouse").hidden: + frappe.db.sql(""" UPDATE `tabSales Order Item` set target_warehouse = null + WHERE creation > '2020-04-16' and docstatus < 2 """) + + frappe.db.sql(""" UPDATE `tabPacked Item` set target_warehouse = null + WHERE creation > '2020-04-16' and docstatus < 2 and parenttype = 'Sales Order' """) + + + diff --git a/erpnext/patches/v12_0/set_against_blanket_order_in_sales_and_purchase_order.py b/erpnext/patches/v12_0/set_against_blanket_order_in_sales_and_purchase_order.py index 3fccbfa7003..85202bff4d6 100644 --- a/erpnext/patches/v12_0/set_against_blanket_order_in_sales_and_purchase_order.py +++ b/erpnext/patches/v12_0/set_against_blanket_order_in_sales_and_purchase_order.py @@ -1,10 +1,11 @@ import frappe + def execute(): - frappe.reload_doc('selling', 'doctype', frappe.scrub('Sales Order Item')) - frappe.reload_doc('buying', 'doctype', frappe.scrub('Purchase Order Item')) + frappe.reload_doc('selling', 'doctype', 'sales_order_item', force=True) + frappe.reload_doc('buying', 'doctype', 'purchase_order_item', force=True) - for doctype in ['Sales Order Item', 'Purchase Order Item']: + for doctype in ('Sales Order Item', 'Purchase Order Item'): frappe.db.sql(""" UPDATE `tab{0}` SET against_blanket_order = 1 diff --git a/erpnext/patches/v12_0/set_default_payroll_based_on.py b/erpnext/patches/v12_0/set_default_payroll_based_on.py new file mode 100644 index 00000000000..04b54a6cf61 --- /dev/null +++ b/erpnext/patches/v12_0/set_default_payroll_based_on.py @@ -0,0 +1,6 @@ +from __future__ import unicode_literals +import frappe + +def execute(): + frappe.reload_doc("hr", "doctype", "hr_settings") + frappe.db.set_value("HR Settings", None, "payroll_based_on", "Leave") \ No newline at end of file diff --git a/erpnext/patches/v12_0/set_permission_einvoicing.py b/erpnext/patches/v12_0/set_permission_einvoicing.py index 1095c8c43e7..e2235105f94 100644 --- a/erpnext/patches/v12_0/set_permission_einvoicing.py +++ b/erpnext/patches/v12_0/set_permission_einvoicing.py @@ -10,6 +10,8 @@ def execute(): make_custom_fields() + frappe.reload_doc("regional", "doctype", "import_supplier_invoice") + add_permission('Import Supplier Invoice', 'Accounts Manager', 0) update_permission_property('Import Supplier Invoice', 'Accounts Manager', 0, 'write', 1) - update_permission_property('Import Supplier Invoice', 'Accounts Manager', 0, 'create', 1) \ No newline at end of file + update_permission_property('Import Supplier Invoice', 'Accounts Manager', 0, 'create', 1) diff --git a/erpnext/patches/v12_0/set_received_qty_in_material_request_as_per_stock_uom.py b/erpnext/patches/v12_0/set_received_qty_in_material_request_as_per_stock_uom.py new file mode 100644 index 00000000000..88c3e2e3024 --- /dev/null +++ b/erpnext/patches/v12_0/set_received_qty_in_material_request_as_per_stock_uom.py @@ -0,0 +1,30 @@ +from __future__ import unicode_literals +import frappe + +def execute(): + purchase_receipts = frappe.db.sql(""" + SELECT + parent from `tabPurchase Receipt Item` + WHERE + material_request is not null + AND docstatus=1 + """,as_dict=1) + + purchase_receipts = set([d.parent for d in purchase_receipts]) + + for pr in purchase_receipts: + doc = frappe.get_doc("Purchase Receipt", pr) + doc.status_updater = [ + { + 'source_dt': 'Purchase Receipt Item', + 'target_dt': 'Material Request Item', + 'join_field': 'material_request_item', + 'target_field': 'received_qty', + 'target_parent_dt': 'Material Request', + 'target_parent_field': 'per_received', + 'target_ref_field': 'stock_qty', + 'source_field': 'stock_qty', + 'percent_join_field': 'material_request' + } + ] + doc.update_qty() diff --git a/erpnext/patches/v12_0/set_task_status.py b/erpnext/patches/v12_0/set_task_status.py index 70f65097dc3..dbd7e5a8181 100644 --- a/erpnext/patches/v12_0/set_task_status.py +++ b/erpnext/patches/v12_0/set_task_status.py @@ -1,16 +1,15 @@ import frappe def execute(): - frappe.reload_doctype('Task') + frappe.reload_doctype('Task') - # add "Completed" if customized - for doctype in ('Task'): - property_setter_name = frappe.db.exists('Property Setter', dict(doc_type = doctype, field_name = 'status', property = 'options')) - if property_setter_name: - property_setter = frappe.get_doc('Property Setter', property_setter_name) - if not "Completed" in property_setter.value: - property_setter.value = property_setter.value + '\nCompleted' - property_setter.save() + # add "Completed" if customized + property_setter_name = frappe.db.exists('Property Setter', dict(doc_type='Task', field_name = 'status', property = 'options')) + if property_setter_name: + property_setter = frappe.get_doc('Property Setter', property_setter_name) + if not "Completed" in property_setter.value: + property_setter.value = property_setter.value + '\nCompleted' + property_setter.save() - # renamed default status to Completed as status "Closed" is ambiguous - frappe.db.sql('update tabTask set status = "Completed" where status = "Closed"') \ No newline at end of file + # renamed default status to Completed as status "Closed" is ambiguous + frappe.db.sql('update tabTask set status = "Completed" where status = "Closed"') diff --git a/erpnext/patches/v12_0/set_total_batch_quantity.py b/erpnext/patches/v12_0/set_total_batch_quantity.py new file mode 100644 index 00000000000..d373275c253 --- /dev/null +++ b/erpnext/patches/v12_0/set_total_batch_quantity.py @@ -0,0 +1,11 @@ +import frappe + + +def execute(): + frappe.reload_doc("stock", "doctype", "batch") + + for batch in frappe.get_all("Batch", fields=["name", "batch_id"]): + batch_qty = frappe.db.get_value("Stock Ledger Entry", + {"docstatus": 1, "batch_no": batch.batch_id, "is_cancelled": "No"}, + "sum(actual_qty)") or 0.0 + frappe.db.set_value("Batch", batch.name, "batch_qty", batch_qty, update_modified=False) diff --git a/erpnext/patches/v12_0/set_updated_purpose_in_pick_list.py b/erpnext/patches/v12_0/set_updated_purpose_in_pick_list.py new file mode 100644 index 00000000000..63ca540a8e2 --- /dev/null +++ b/erpnext/patches/v12_0/set_updated_purpose_in_pick_list.py @@ -0,0 +1,11 @@ +# Copyright (c) 2019, Frappe and Contributors +# License: GNU General Public License v3. See license.txt + +from __future__ import unicode_literals + +import frappe + +def execute(): + frappe.reload_doc("stock", "doctype", "pick_list") + frappe.db.sql("""UPDATE `tabPick List` set purpose = 'Delivery' + WHERE docstatus = 1 and purpose = 'Delivery against Sales Order' """) \ No newline at end of file diff --git a/erpnext/patches/v12_0/update_appointment_reminder_scheduler_entry.py b/erpnext/patches/v12_0/update_appointment_reminder_scheduler_entry.py new file mode 100644 index 00000000000..91931eeb3bc --- /dev/null +++ b/erpnext/patches/v12_0/update_appointment_reminder_scheduler_entry.py @@ -0,0 +1,7 @@ +import frappe + +def execute(): + job = frappe.db.exists('Scheduled Job Type', 'patient_appointment.send_appointment_reminder') + if job: + method = 'erpnext.healthcare.doctype.patient_appointment.patient_appointment.send_appointment_reminder' + frappe.db.set_value('Scheduled Job Type', job, 'method', method) \ No newline at end of file diff --git a/erpnext/patches/v12_0/update_end_date_and_status_in_email_campaign.py b/erpnext/patches/v12_0/update_end_date_and_status_in_email_campaign.py new file mode 100644 index 00000000000..db71a735def --- /dev/null +++ b/erpnext/patches/v12_0/update_end_date_and_status_in_email_campaign.py @@ -0,0 +1,24 @@ +from __future__ import unicode_literals +import frappe +from frappe.utils import add_days, getdate, today + +def execute(): + if frappe.db.exists('DocType', 'Email Campaign'): + email_campaign = frappe.get_all('Email Campaign') + for campaign in email_campaign: + doc = frappe.get_doc("Email Campaign",campaign["name"]) + send_after_days = [] + + camp = frappe.get_doc("Campaign", doc.campaign_name) + for entry in camp.get("campaign_schedules"): + send_after_days.append(entry.send_after_days) + if send_after_days: + end_date = add_days(getdate(doc.start_date), max(send_after_days)) + doc.db_set("end_date", end_date) + today_date = getdate(today()) + if doc.start_date > today_date: + doc.db_set("status", "Scheduled") + elif end_date >= today_date: + doc.db_set("status", "In Progress") + elif end_date < today_date: + doc.db_set("status", "Completed") \ No newline at end of file diff --git a/erpnext/patches/v12_0/update_healthcare_refactored_changes.py b/erpnext/patches/v12_0/update_healthcare_refactored_changes.py new file mode 100644 index 00000000000..d06c5713d23 --- /dev/null +++ b/erpnext/patches/v12_0/update_healthcare_refactored_changes.py @@ -0,0 +1,137 @@ +from __future__ import unicode_literals +import frappe +from frappe.model.utils.rename_field import rename_field +from frappe.modules import scrub, get_doctype_module + +field_rename_map = { + 'Healthcare Settings': [ + ['patient_master_name', 'patient_name_by'], + ['max_visit', 'max_visits'], + ['reg_sms', 'send_registration_msg'], + ['reg_msg', 'registration_msg'], + ['app_con', 'send_appointment_confirmation'], + ['app_con_msg', 'appointment_confirmation_msg'], + ['no_con', 'avoid_confirmation'], + ['app_rem', 'send_appointment_reminder'], + ['app_rem_msg', 'appointment_reminder_msg'], + ['rem_before', 'remind_before'], + ['manage_customer', 'link_customer_to_patient'], + ['create_test_on_si_submit', 'create_lab_test_on_si_submit'], + ['require_sample_collection', 'create_sample_collection_for_lab_test'], + ['require_test_result_approval', 'lab_test_approval_required'], + ['manage_appointment_invoice_automatically', 'automate_appointment_invoicing'] + ], + 'Drug Prescription':[ + ['use_interval', 'usage_interval'], + ['in_every', 'interval_uom'] + ], + 'Lab Test Template':[ + ['sample_quantity', 'sample_qty'], + ['sample_collection_details', 'sample_details'] + ], + 'Sample Collection':[ + ['sample_quantity', 'sample_qty'], + ['sample_collection_details', 'sample_details'] + ], + 'Fee Validity': [ + ['max_visit', 'max_visits'] + ] +} + +def execute(): + for dn in field_rename_map: + if frappe.db.exists('DocType', dn): + if dn == 'Healthcare Settings': + frappe.reload_doctype('Healthcare Settings') + else: + frappe.reload_doc(get_doctype_module(dn), "doctype", scrub(dn)) + + for dt, field_list in field_rename_map.items(): + if frappe.db.exists('DocType', dt): + for field in field_list: + if dt == 'Healthcare Settings': + rename_field(dt, field[0], field[1]) + elif frappe.db.has_column(dt, field[0]): + rename_field(dt, field[0], field[1]) + + # first name mandatory in Patient + if frappe.db.exists('DocType', 'Patient'): + patients = frappe.db.sql("select name, patient_name from `tabPatient`", as_dict=1) + frappe.reload_doc('healthcare', 'doctype', 'patient') + for entry in patients: + name = entry.patient_name.split(' ') + frappe.db.set_value('Patient', entry.name, 'first_name', name[0]) + + # mark Healthcare Practitioner status as Disabled + if frappe.db.exists('DocType', 'Healthcare Practitioner'): + practitioners = frappe.db.sql("select name from `tabHealthcare Practitioner` where 'active'= 0", as_dict=1) + practitioners_lst = [p.name for p in practitioners] + frappe.reload_doc('healthcare', 'doctype', 'healthcare_practitioner') + if practitioners_lst: + frappe.db.sql("update `tabHealthcare Practitioner` set status = 'Disabled' where name IN %(practitioners)s""", {"practitioners": practitioners_lst}) + + # set Clinical Procedure status + if frappe.db.exists('DocType', 'Clinical Procedure'): + frappe.reload_doc('healthcare', 'doctype', 'clinical_procedure') + frappe.db.sql(""" + UPDATE + `tabClinical Procedure` + SET + docstatus = (CASE WHEN status = 'Cancelled' THEN 2 + WHEN status = 'Draft' THEN 0 + ELSE 1 + END) + """) + + # set complaints and diagnosis in table multiselect in Patient Encounter + if frappe.db.exists('DocType', 'Patient Encounter'): + field_list = [ + ['visit_department', 'medical_department'], + ['type', 'appointment_type'] + ] + encounter_details = frappe.db.sql("""select symptoms, diagnosis, name from `tabPatient Encounter`""", as_dict=True) + frappe.reload_doc('healthcare', 'doctype', 'patient_encounter') + frappe.reload_doc('healthcare', 'doctype', 'patient_encounter_symptom') + frappe.reload_doc('healthcare', 'doctype', 'patient_encounter_diagnosis') + + for field in field_list: + if frappe.db.has_column(dt, field[0]): + rename_field(dt, field[0], field[1]) + + for entry in encounter_details: + doc = frappe.get_doc('Patient Encounter', entry.name) + symptoms = entry.symptoms.split('\n') if entry.symptoms else [] + for symptom in symptoms: + if not frappe.db.exists('Complaint', symptom): + frappe.get_doc({ + 'doctype': 'Complaint', + 'complaints': symptom + }).insert() + row = doc.append('symptoms', { + 'complaint': symptom + }) + row.db_update() + + diagnosis = entry.diagnosis.split('\n') if entry.diagnosis else [] + for d in diagnosis: + if not frappe.db.exists('Diagnosis', d): + frappe.get_doc({ + 'doctype': 'Diagnosis', + 'diagnosis': d + }).insert() + row = doc.append('diagnosis', { + 'diagnosis': d + }) + row.db_update() + doc.db_update() + + if frappe.db.exists('DocType', 'Fee Validity'): + # update fee validity status + frappe.db.sql(""" + UPDATE + `tabFee Validity` + SET + status = (CASE WHEN visited >= max_visits THEN 'Completed' + ELSE 'Pending' + END) + """) \ No newline at end of file diff --git a/erpnext/patches/v13_0/__init__.py b/erpnext/patches/v13_0/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/patches/v13_0/move_tax_slabs_from_payroll_period_to_income_tax_slab.py b/erpnext/patches/v13_0/move_tax_slabs_from_payroll_period_to_income_tax_slab.py new file mode 100644 index 00000000000..179be2cfde5 --- /dev/null +++ b/erpnext/patches/v13_0/move_tax_slabs_from_payroll_period_to_income_tax_slab.py @@ -0,0 +1,99 @@ +# Copyright (c) 2019, Frappe and Contributors +# License: GNU General Public License v3. See license.txt + +from __future__ import unicode_literals + +import frappe +from frappe.model.utils.rename_field import rename_field + +def execute(): + if not frappe.db.table_exists("Payroll Period"): + return + + for doctype in ("income_tax_slab", "salary_structure_assignment", "employee_other_income", "income_tax_slab_other_charges"): + frappe.reload_doc("hr", "doctype", doctype) + + + for company in frappe.get_all("Company"): + payroll_periods = frappe.db.sql(""" + SELECT + name, start_date, end_date, standard_tax_exemption_amount + FROM + `tabPayroll Period` + WHERE company=%s + ORDER BY start_date DESC + """, company.name, as_dict = 1) + + for i, period in enumerate(payroll_periods): + income_tax_slab = frappe.new_doc("Income Tax Slab") + income_tax_slab.name = "Tax Slab:" + period.name + + if i == 0: + income_tax_slab.disabled = 0 + else: + income_tax_slab.disabled = 1 + + income_tax_slab.effective_from = period.start_date + income_tax_slab.company = company.name + income_tax_slab.allow_tax_exemption = 1 + income_tax_slab.standard_tax_exemption_amount = period.standard_tax_exemption_amount + + income_tax_slab.flags.ignore_mandatory = True + income_tax_slab.submit() + + frappe.db.sql( + """ UPDATE `tabTaxable Salary Slab` + SET parent = %s , parentfield = 'slabs' , parenttype = "Income Tax Slab" + WHERE parent = %s + """, (income_tax_slab.name, period.name), as_dict = 1) + + if i == 0: + frappe.db.sql(""" + UPDATE + `tabSalary Structure Assignment` + set + income_tax_slab = %s + where + company = %s + and from_date >= %s + and docstatus < 2 + """, (income_tax_slab.name, company.name, period.start_date)) + + # move other incomes to separate document + migrated = [] + proofs = frappe.get_all("Employee Tax Exemption Proof Submission", + filters = {'docstatus': 1}, + fields =['payroll_period', 'employee', 'company', 'income_from_other_sources'] + ) + for proof in proofs: + if proof.income_from_other_sources: + employee_other_income = frappe.new_doc("Employee Other Income") + employee_other_income.employee = proof.employee + employee_other_income.payroll_period = proof.payroll_period + employee_other_income.company = proof.company + employee_other_income.amount = proof.income_from_other_sources + + try: + employee_other_income.submit() + migrated.append([proof.employee, proof.payroll_period]) + except: + pass + + declerations = frappe.get_all("Employee Tax Exemption Declaration", + filters = {'docstatus': 1}, + fields =['payroll_period', 'employee', 'company', 'income_from_other_sources'] + ) + + for declaration in declerations: + if declaration.income_from_other_sources \ + and [declaration.employee, declaration.payroll_period] not in migrated: + employee_other_income = frappe.new_doc("Employee Other Income") + employee_other_income.employee = declaration.employee + employee_other_income.payroll_period = declaration.payroll_period + employee_other_income.company = declaration.company + employee_other_income.amount = declaration.income_from_other_sources + + try: + employee_other_income.submit() + except: + pass diff --git a/erpnext/patches/v8_1/gst_fixes.py b/erpnext/patches/v8_1/gst_fixes.py index 22fa53ba373..34255eb0a42 100644 --- a/erpnext/patches/v8_1/gst_fixes.py +++ b/erpnext/patches/v8_1/gst_fixes.py @@ -1,7 +1,8 @@ from __future__ import unicode_literals import frappe from frappe.custom.doctype.custom_field.custom_field import create_custom_field -from erpnext.regional.india.setup import update_address_template +from erpnext.regional.address_template.setup import set_up_address_templates + def execute(): company = frappe.get_all('Company', filters = {'country': 'India'}) @@ -10,9 +11,10 @@ def execute(): update_existing_custom_fields() add_custom_fields() - update_address_template() + set_up_address_templates(default_country='India') frappe.reload_doc("regional", "print_format", "gst_tax_invoice") + def update_existing_custom_fields(): frappe.db.sql("""update `tabCustom Field` set label = 'HSN/SAC' where fieldname='gst_hsn_code' and label='GST HSN Code' @@ -34,6 +36,7 @@ def update_existing_custom_fields(): where fieldname='gst_hsn_code' and dt in ('Sales Invoice Item', 'Purchase Invoice Item') """) + def add_custom_fields(): hsn_sac_field = dict(fieldname='gst_hsn_code', label='HSN/SAC', fieldtype='Data', options='item_code.gst_hsn_code', insert_after='description') diff --git a/erpnext/projects/desk_page/projects/projects.json b/erpnext/projects/desk_page/projects/projects.json index 13fd1b848f1..a07cdffcbeb 100644 --- a/erpnext/projects/desk_page/projects/projects.json +++ b/erpnext/projects/desk_page/projects/projects.json @@ -1,18 +1,19 @@ { "cards": [ { - "icon": "fa fa-star", - "links": "[\n {\n \"description\": \"Project master.\",\n \"label\": \"Project\",\n \"name\": \"Project\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Project activity / task.\",\n \"label\": \"Task\",\n \"name\": \"Task\",\n \"onboard\": 1,\n \"route\": \"#List/Task\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Make project from a template.\",\n \"label\": \"Project Template\",\n \"name\": \"Project Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Define Project type.\",\n \"label\": \"Project Type\",\n \"name\": \"Project Type\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Project\"\n ],\n \"description\": \"Project Update.\",\n \"label\": \"Project Update\",\n \"name\": \"Project Update\",\n \"type\": \"doctype\"\n }\n]", - "title": "Projects" + "hidden": 0, + "label": "Projects", + "links": "[\n {\n \"description\": \"Project master.\",\n \"label\": \"Project\",\n \"name\": \"Project\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Project activity / task.\",\n \"label\": \"Task\",\n \"name\": \"Task\",\n \"onboard\": 1,\n \"route\": \"#List/Task\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Make project from a template.\",\n \"label\": \"Project Template\",\n \"name\": \"Project Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Define Project type.\",\n \"label\": \"Project Type\",\n \"name\": \"Project Type\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Project\"\n ],\n \"description\": \"Project Update.\",\n \"label\": \"Project Update\",\n \"name\": \"Project Update\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Timesheet for tasks.\",\n \"label\": \"Timesheet\",\n \"name\": \"Timesheet\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Types of activities for Time Logs\",\n \"label\": \"Activity Type\",\n \"name\": \"Activity Type\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Activity Type\"\n ],\n \"description\": \"Cost of various activities\",\n \"label\": \"Activity Cost\",\n \"name\": \"Activity Cost\",\n \"type\": \"doctype\"\n }\n]", - "title": "Time Tracking" + "hidden": 0, + "label": "Time Tracking", + "links": "[\n {\n \"description\": \"Timesheet for tasks.\",\n \"label\": \"Timesheet\",\n \"name\": \"Timesheet\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Types of activities for Time Logs\",\n \"label\": \"Activity Type\",\n \"name\": \"Activity Type\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Activity Type\"\n ],\n \"description\": \"Cost of various activities\",\n \"label\": \"Activity Cost\",\n \"name\": \"Activity Cost\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-list", - "links": "[\n {\n \"dependencies\": [\n \"Timesheet\"\n ],\n \"doctype\": \"Timesheet\",\n \"is_query_report\": true,\n \"label\": \"Daily Timesheet Summary\",\n \"name\": \"Daily Timesheet Summary\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Project\"\n ],\n \"doctype\": \"Project\",\n \"is_query_report\": true,\n \"label\": \"Project wise Stock Tracking\",\n \"name\": \"Project wise Stock Tracking\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Project\"\n ],\n \"doctype\": \"Project\",\n \"is_query_report\": true,\n \"label\": \"Project Billing Summary\",\n \"name\": \"Project Billing Summary\",\n \"type\": \"report\"\n }\n]", - "title": "Reports" + "hidden": 0, + "label": "Reports", + "links": "[\n {\n \"dependencies\": [\n \"Timesheet\"\n ],\n \"doctype\": \"Timesheet\",\n \"is_query_report\": true,\n \"label\": \"Daily Timesheet Summary\",\n \"name\": \"Daily Timesheet Summary\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Project\"\n ],\n \"doctype\": \"Project\",\n \"is_query_report\": true,\n \"label\": \"Project wise Stock Tracking\",\n \"name\": \"Project wise Stock Tracking\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Project\"\n ],\n \"doctype\": \"Project\",\n \"is_query_report\": true,\n \"label\": \"Project Billing Summary\",\n \"name\": \"Project Billing Summary\",\n \"type\": \"report\"\n }\n]" } ], "category": "Modules", @@ -27,7 +28,7 @@ "idx": 0, "is_standard": 1, "label": "Projects", - "modified": "2020-03-12 16:30:41.538685", + "modified": "2020-04-01 11:28:51.245756", "modified_by": "Administrator", "module": "Projects", "name": "Projects", @@ -37,23 +38,23 @@ "shortcuts": [ { "format": "{} Assigned", - "is_query_report": 0, + "label": "Task", "link_to": "Task", "stats_filter": "{\n \"_assign\": [\"like\", '%' + frappe.session.user + '%'],\n \"status\": \"Open\"\n}", "type": "DocType" }, { - "is_query_report": 0, + "label": "Project", "link_to": "Project", "type": "DocType" }, { - "is_query_report": 0, + "label": "Timesheet", "link_to": "Timesheet", "type": "DocType" }, { - "is_query_report": 0, + "label": "Project Billing Summary", "link_to": "Project Billing Summary", "type": "Report" } diff --git a/erpnext/projects/doctype/project/project.json b/erpnext/projects/doctype/project/project.json index 7d47db371d5..f3cecd9059b 100644 --- a/erpnext/projects/doctype/project/project.json +++ b/erpnext/projects/doctype/project/project.json @@ -1,4 +1,5 @@ { + "actions": [], "allow_import": 1, "allow_rename": 1, "autoname": "field:project_name", @@ -82,7 +83,6 @@ "oldfieldname": "status", "oldfieldtype": "Select", "options": "Open\nCompleted\nCancelled", - "reqd": 1, "search_index": 1 }, { @@ -435,16 +435,18 @@ }, { "depends_on": "collect_progress", - "description": "Message will sent to users to get their status on the project", + "description": "Message will be sent to the users to get their status on the Project", "fieldname": "message", "fieldtype": "Text", - "label": "Message" + "label": "Message", + "mandatory_depends_on": "collect_progress" } ], "icon": "fa fa-puzzle-piece", "idx": 29, + "links": [], "max_attachments": 4, - "modified": "2019-09-24 15:02:50.208301", + "modified": "2020-04-08 22:11:14.552615", "modified_by": "Administrator", "module": "Projects", "name": "Project", @@ -487,4 +489,4 @@ "sort_order": "DESC", "timeline_field": "customer", "track_seen": 1 -} \ No newline at end of file +} diff --git a/erpnext/projects/report/billing_summary.py b/erpnext/projects/report/billing_summary.py index 76379f1de2e..b808268d1b8 100644 --- a/erpnext/projects/report/billing_summary.py +++ b/erpnext/projects/report/billing_summary.py @@ -53,7 +53,7 @@ def get_columns(): def get_data(filters): data = [] if(filters.from_date > filters.to_date): - frappe.msgprint(_(" From Date can not be greater than To Date")) + frappe.msgprint(_("From Date can not be greater than To Date")) return data timesheets = get_timesheets(filters) diff --git a/erpnext/public/build.json b/erpnext/public/build.json index 1490374d2d2..e94d1ffe5c0 100644 --- a/erpnext/public/build.json +++ b/erpnext/public/build.json @@ -1,18 +1,18 @@ { - "css/erpnext.css": [ - "public/less/erpnext.less", - "public/less/hub.less", - "public/less/call_popup.less" - ], - "css/marketplace.css": [ - "public/less/hub.less" - ], - "js/erpnext-web.min.js": [ - "public/js/website_utils.js", - "public/js/shopping_cart.js" - ], + "css/erpnext.css": [ + "public/less/erpnext.less", + "public/less/hub.less", + "public/less/call_popup.less" + ], + "css/marketplace.css": [ + "public/less/hub.less" + ], + "js/erpnext-web.min.js": [ + "public/js/website_utils.js", + "public/js/shopping_cart.js" + ], "css/erpnext-web.css": [ - "public/scss/website.scss" + "public/scss/website.scss" ], "js/marketplace.min.js": [ "public/js/hub/marketplace.js" @@ -47,15 +47,15 @@ "public/js/templates/item_quick_entry.html", "public/js/utils/item_quick_entry.js", "public/js/utils/customer_quick_entry.js", - "public/js/education/student_button.html", - "public/js/education/assessment_result_tool.html", - "public/js/hub/hub_factory.js", - "public/js/call_popup/call_popup.js", - "public/js/utils/dimension_tree_filter.js" - ], - "js/item-dashboard.min.js": [ - "stock/dashboard/item_dashboard.html", - "stock/dashboard/item_dashboard_list.html", - "stock/dashboard/item_dashboard.js" - ] + "public/js/education/student_button.html", + "public/js/education/assessment_result_tool.html", + "public/js/hub/hub_factory.js", + "public/js/call_popup/call_popup.js", + "public/js/utils/dimension_tree_filter.js" + ], + "js/item-dashboard.min.js": [ + "stock/dashboard/item_dashboard.html", + "stock/dashboard/item_dashboard_list.html", + "stock/dashboard/item_dashboard.js" + ] } diff --git a/erpnext/public/css/erpnext.css b/erpnext/public/css/erpnext.css index c55e4221515..6e4efcb6685 100644 --- a/erpnext/public/css/erpnext.css +++ b/erpnext/public/css/erpnext.css @@ -370,3 +370,39 @@ body[data-route="pos"] .collapse-btn { .leaderboard .list-item_content { padding-right: 45px; } +.exercise-card { + box-shadow: 0 1px 3px rgba(0,0,0,0.30); + border-radius: 2px; + padding: 6px 6px 6px 8px; + margin-top: 10px; + height: 100% !important; +} +.exercise-card .card-img-top { + width: 100%; + height: 15vw; + object-fit: cover; +} +.exercise-card .btn-edit { + position: absolute; + bottom: 10px; + left: 20px; +} +.exercise-card .btn-del { + position: absolute; + bottom: 10px; + left: 50px; +} +.exercise-card .card-body { + margin-bottom: 10px; +} +.exercise-card .card-footer { + padding: 10px; +} +.exercise-row { + height: 100% !important; + display: flex; + flex-wrap: wrap; +} +.exercise-col { + padding: 10px; +} diff --git a/erpnext/public/js/conf.js b/erpnext/public/js/conf.js index 615f6a43f9e..9870f819105 100644 --- a/erpnext/public/js/conf.js +++ b/erpnext/public/js/conf.js @@ -43,7 +43,6 @@ $.extend(frappe.breadcrumbs.preferred, { $.extend(frappe.breadcrumbs.module_map, { 'ERPNext Integrations': 'Integrations', 'Geo': 'Settings', - 'Accounts': 'Accounting', 'Portal': 'Website', 'Utilities': 'Settings', 'Shopping Cart': 'Website', diff --git a/erpnext/public/js/controllers/buying.js b/erpnext/public/js/controllers/buying.js index 3d4c4a64595..d5dc412e7d0 100644 --- a/erpnext/public/js/controllers/buying.js +++ b/erpnext/public/js/controllers/buying.js @@ -85,12 +85,6 @@ erpnext.buying.BuyingController = erpnext.TransactionController.extend({ filters:{ 'is_sub_contracted_item': 1 } } } - else if (me.frm.doc.material_request_type == "Customer Provided") { - return{ - query: "erpnext.controllers.queries.item_query", - filters:{ 'customer': me.frm.doc.customer } - } - } else { return{ query: "erpnext.controllers.queries.item_query", @@ -385,7 +379,31 @@ erpnext.buying.BuyingController = erpnext.TransactionController.extend({ } }); } - } + }, + + manufacturer_part_no: function(doc, cdt, cdn) { + const row = locals[cdt][cdn]; + + if (row.manufacturer_part_no) { + frappe.model.get_value('Item Manufacturer', + { + 'item_code': row.item_code, + 'manufacturer': row.manufacturer, + 'manufacturer_part_no': row.manufacturer_part_no + }, + 'name', + function(data) { + if (!data) { + let msg = { + message: __("Manufacturer Part Number {0} is invalid", [row.manufacturer_part_no]), + title: __("Invalid Part Number") + } + frappe.throw(msg); + } + }); + + } + } }); cur_frm.add_fetch('project', 'cost_center', 'cost_center'); @@ -426,75 +444,69 @@ erpnext.buying.get_items_from_product_bundle = function(frm) { "fieldname": "quantity", "reqd": 1, "default": 1 - }, - { - "fieldtype": "Button", - "label": __("Get Items"), - "fieldname": "get_items", - "cssClass": "btn-primary" } - ] - }); - - dialog.fields_dict.get_items.$input.click(function() { - var args = dialog.get_values(); - if(!args) return; - dialog.hide(); - return frappe.call({ - type: "GET", - method: "erpnext.stock.doctype.packed_item.packed_item.get_items_from_product_bundle", - args: { + ], + primary_action_label: 'Get Items', + primary_action(args){ + if(!args) return; + dialog.hide(); + return frappe.call({ + type: "GET", + method: "erpnext.stock.doctype.packed_item.packed_item.get_items_from_product_bundle", args: { - item_code: args.product_bundle, - quantity: args.quantity, - parenttype: frm.doc.doctype, - parent: frm.doc.name, - supplier: frm.doc.supplier, - currency: frm.doc.currency, - conversion_rate: frm.doc.conversion_rate, - price_list: frm.doc.buying_price_list, - price_list_currency: frm.doc.price_list_currency, - plc_conversion_rate: frm.doc.plc_conversion_rate, - company: frm.doc.company, - is_subcontracted: frm.doc.is_subcontracted, - transaction_date: frm.doc.transaction_date || frm.doc.posting_date, - ignore_pricing_rule: frm.doc.ignore_pricing_rule, - doctype: frm.doc.doctype - } - }, - freeze: true, - callback: function(r) { - const first_row_is_empty = function(child_table){ - if($.isArray(child_table) && child_table.length > 0) { - return !child_table[0].item_code; + args: { + item_code: args.product_bundle, + quantity: args.quantity, + parenttype: frm.doc.doctype, + parent: frm.doc.name, + supplier: frm.doc.supplier, + currency: frm.doc.currency, + conversion_rate: frm.doc.conversion_rate, + price_list: frm.doc.buying_price_list, + price_list_currency: frm.doc.price_list_currency, + plc_conversion_rate: frm.doc.plc_conversion_rate, + company: frm.doc.company, + is_subcontracted: frm.doc.is_subcontracted, + transaction_date: frm.doc.transaction_date || frm.doc.posting_date, + ignore_pricing_rule: frm.doc.ignore_pricing_rule, + doctype: frm.doc.doctype } - return false; - }; + }, + freeze: true, + callback: function(r) { + const first_row_is_empty = function(child_table){ + if($.isArray(child_table) && child_table.length > 0) { + return !child_table[0].item_code; + } + return false; + }; - const remove_empty_first_row = function(frm){ - if (first_row_is_empty(frm.doc.items)){ - frm.doc.items = frm.doc.items.splice(1); - } - }; + const remove_empty_first_row = function(frm){ + if (first_row_is_empty(frm.doc.items)){ + frm.doc.items = frm.doc.items.splice(1); + } + }; - if(!r.exc && r.message) { - remove_empty_first_row(frm); - for ( var i=0; i< r.message.length; i++ ) { - var d = frm.add_child("items"); - var item = r.message[i]; - for ( var key in item) { - if ( !is_null(item[key]) ) { - d[key] = item[key]; + if(!r.exc && r.message) { + remove_empty_first_row(frm); + for ( var i=0; i< r.message.length; i++ ) { + var d = frm.add_child("items"); + var item = r.message[i]; + for ( var key in item) { + if ( !is_null(item[key]) ) { + d[key] = item[key]; + } + } + if(frappe.meta.get_docfield(d.doctype, "price_list_rate", d.name)) { + frm.script_manager.trigger("price_list_rate", d.doctype, d.name); } } - if(frappe.meta.get_docfield(d.doctype, "price_list_rate", d.name)) { - frm.script_manager.trigger("price_list_rate", d.doctype, d.name); - } + frm.refresh_field("items"); } - frm.refresh_field("items"); } - } - }) + }) + } }); + dialog.show(); } diff --git a/erpnext/public/js/controllers/taxes_and_totals.js b/erpnext/public/js/controllers/taxes_and_totals.js index 9a5b750e8ce..dbe48ec6544 100644 --- a/erpnext/public/js/controllers/taxes_and_totals.js +++ b/erpnext/public/js/controllers/taxes_and_totals.js @@ -6,7 +6,7 @@ erpnext.taxes_and_totals = erpnext.payments.extend({ apply_pricing_rule_on_item: function(item){ let effective_item_rate = item.price_list_rate; - if (item.parenttype === "Sales Order" && item.blanket_order_rate) { + if (in_list(["Sales Order", "Quotation"], item.parenttype) && item.blanket_order_rate) { effective_item_rate = item.blanket_order_rate; } if(item.margin_type == "Percentage"){ diff --git a/erpnext/public/js/controllers/transaction.js b/erpnext/public/js/controllers/transaction.js index 4397fe49c3c..c9d77285215 100644 --- a/erpnext/public/js/controllers/transaction.js +++ b/erpnext/public/js/controllers/transaction.js @@ -175,6 +175,20 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ }; } + if (this.frm.fields_dict["items"].grid.get_field('blanket_order')) { + this.frm.set_query("blanket_order", "items", function(doc, cdt, cdn) { + var item = locals[cdt][cdn]; + return { + query: "erpnext.controllers.queries.get_blanket_orders", + filters: { + "company": doc.company, + "blanket_order_type": doc.doctype === "Sales Order" ? "Selling" : "Purchasing", + "item": item.item_code + } + } + }); + } + }, onload: function() { var me = this; @@ -288,7 +302,7 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ this.setup_sms(); this.setup_quality_inspection(); let scan_barcode_field = this.frm.get_field('scan_barcode'); - if (scan_barcode_field) { + if (scan_barcode_field && scan_barcode_field.get_value()) { scan_barcode_field.set_value(""); scan_barcode_field.set_new_description(""); @@ -473,6 +487,7 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ item_code: item.item_code, barcode: item.barcode, serial_no: item.serial_no, + batch_no: item.batch_no, set_warehouse: me.frm.doc.set_warehouse, warehouse: item.warehouse, customer: me.frm.doc.customer || me.frm.doc.party_name, @@ -498,7 +513,6 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ conversion_factor: item.conversion_factor, weight_per_unit: item.weight_per_unit, weight_uom: item.weight_uom, - uom : item.uom, manufacturer: item.manufacturer, stock_uom: item.stock_uom, pos_profile: me.frm.doc.doctype == 'Sales Invoice' ? me.frm.doc.pos_profile : '', @@ -550,6 +564,10 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ if(!d[k]) d[k] = v; }); + if (d.has_batch_no && d.has_serial_no) { + d.batch_no = undefined; + } + erpnext.show_serial_batch_selector(me.frm, d, (item) => { me.frm.script_manager.trigger('qty', item.doctype, item.name); if (!me.frm.doc.set_warehouse) @@ -558,7 +576,13 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ } }, () => me.conversion_factor(doc, cdt, cdn, true), - () => me.remove_pricing_rule(item) + () => me.remove_pricing_rule(item), + () => { + if (item.apply_rule_on_other_items) { + let key = item.name; + me.apply_rule_on_other_items({key: item}); + } + } ]); } } @@ -637,6 +661,7 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ // Add the new list to the serial no. field in grid with each in new line item.serial_no = valid_serial_nos.join('\n'); + item.conversion_factor = item.conversion_factor || 1; refresh_field("serial_no", item.name, item.parentfield); if(!doc.is_return && cint(user_defaults.set_qty_in_transactions_based_on_serial_no_input)) { @@ -892,7 +917,7 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ shipping_rule: function() { var me = this; - if(this.frm.doc.shipping_rule) { + if(this.frm.doc.shipping_rule && this.frm.doc.shipping_address) { return this.frm.call({ doc: this.frm.doc, method: "apply_shipping_rule", @@ -1392,20 +1417,22 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ apply_rule_on_other_items: function(args) { const me = this; - const fields = ["discount_percentage", "discount_amount", "rate"]; + const fields = ["discount_percentage", "pricing_rules", "discount_amount", "rate"]; for(var k in args) { let data = args[k]; - me.frm.doc.items.forEach(d => { - if (in_list(data.apply_rule_on_other_items, d[data.apply_rule_on])) { - for(var k in data) { - if (in_list(fields, k)) { - frappe.model.set_value(d.doctype, d.name, k, data[k]); + if (data && data.apply_rule_on_other_items) { + me.frm.doc.items.forEach(d => { + if (in_list(data.apply_rule_on_other_items, d[data.apply_rule_on])) { + for(var k in data) { + if (in_list(fields, k) && data[k] && (data.price_or_product_discount === 'price' || k === 'pricing_rules')) { + frappe.model.set_value(d.doctype, d.name, k, data[k]); + } } } - } - }); + }); + } } }, @@ -1420,6 +1447,8 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ for (let key in free_item_data) { row_to_modify[key] = free_item_data[key]; } + } if (items && items.length && free_item_data) { + items[0].qty = free_item_data.qty } }, diff --git a/erpnext/public/js/education/lms/quiz.js b/erpnext/public/js/education/lms/quiz.js index 52481291e02..91cbbf4d662 100644 --- a/erpnext/public/js/education/lms/quiz.js +++ b/erpnext/public/js/education/lms/quiz.js @@ -29,7 +29,7 @@ class Quiz { this.questions.push(question) this.wrapper.appendChild(question_wrapper); }) - if (data.activity.is_complete) { + if (data.activity && data.activity.is_complete) { this.disable() let indicator = 'red' let message = 'Your are not allowed to attempt the quiz again.' diff --git a/erpnext/public/js/financial_statements.js b/erpnext/public/js/financial_statements.js index dead309a5d0..296c6280d84 100644 --- a/erpnext/public/js/financial_statements.js +++ b/erpnext/public/js/financial_statements.js @@ -78,6 +78,39 @@ function get_filters(){ "fieldtype": "Link", "options": "Finance Book" }, + { + "fieldname":"filter_based_on", + "label": __("Filter Based On"), + "fieldtype": "Select", + "options": ["Fiscal Year", "Date Range"], + "default": ["Fiscal Year"], + "reqd": 1, + on_change: function() { + let filter_based_on = frappe.query_report.get_filter_value('filter_based_on'); + frappe.query_report.toggle_filter_display('from_fiscal_year', filter_based_on === 'Date Range'); + frappe.query_report.toggle_filter_display('to_fiscal_year', filter_based_on === 'Date Range'); + frappe.query_report.toggle_filter_display('period_start_date', filter_based_on === 'Fiscal Year'); + frappe.query_report.toggle_filter_display('period_end_date', filter_based_on === 'Fiscal Year'); + + frappe.query_report.refresh(); + } + }, + { + "fieldname":"period_start_date", + "label": __("Start Date"), + "fieldtype": "Date", + "default": frappe.datetime.nowdate(), + "hidden": 1, + "reqd": 1 + }, + { + "fieldname":"period_end_date", + "label": __("End Date"), + "fieldtype": "Date", + "default": frappe.datetime.add_months(frappe.datetime.nowdate(), 12), + "hidden": 1, + "reqd": 1 + }, { "fieldname":"from_fiscal_year", "label": __("Start Year"), diff --git a/erpnext/public/js/utils.js b/erpnext/public/js/utils.js index 4eb31751869..58969f2a9fd 100755 --- a/erpnext/public/js/utils.js +++ b/erpnext/public/js/utils.js @@ -436,6 +436,44 @@ erpnext.utils.update_child_items = function(opts) { const cannot_add_row = (typeof opts.cannot_add_row === 'undefined') ? true : opts.cannot_add_row; const child_docname = (typeof opts.cannot_add_row === 'undefined') ? "items" : opts.child_docname; this.data = []; + const fields = [{ + fieldtype:'Data', + fieldname:"docname", + read_only: 1, + hidden: 1, + }, { + fieldtype:'Link', + fieldname:"item_code", + options: 'Item', + in_list_view: 1, + read_only: 0, + disabled: 0, + label: __('Item Code') + }, { + fieldtype:'Float', + fieldname:"qty", + default: 0, + read_only: 0, + in_list_view: 1, + label: __('Qty') + }, { + fieldtype:'Currency', + fieldname:"rate", + default: 0, + read_only: 0, + in_list_view: 1, + label: __('Rate') + }]; + + if (frm.doc.doctype == 'Sales Order' || frm.doc.doctype == 'Purchase Order' ) { + fields.splice(2, 0, { + fieldtype: 'Date', + fieldname: frm.doc.doctype == 'Sales Order' ? "delivery_date" : "schedule_date", + in_list_view: 1, + label: frm.doc.doctype == 'Sales Order' ? __("Delivery Date") : __("Reqd by date") + }) + } + const dialog = new frappe.ui.Dialog({ title: __("Update Items"), fields: [ @@ -450,33 +488,7 @@ erpnext.utils.update_child_items = function(opts) { get_data: () => { return this.data; }, - fields: [{ - fieldtype:'Data', - fieldname:"docname", - hidden: 0, - }, { - fieldtype:'Link', - fieldname:"item_code", - options: 'Item', - in_list_view: 1, - read_only: 0, - disabled: 0, - label: __('Item Code') - }, { - fieldtype:'Float', - fieldname:"qty", - default: 0, - read_only: 0, - in_list_view: 1, - label: __('Qty') - }, { - fieldtype:'Currency', - fieldname:"rate", - default: 0, - read_only: 0, - in_list_view: 1, - label: __('Rate') - }] + fields: fields }, ], primary_action: function() { @@ -505,6 +517,8 @@ erpnext.utils.update_child_items = function(opts) { "docname": d.name, "name": d.name, "item_code": d.item_code, + "delivery_date": d.delivery_date, + "schedule_date": d.schedule_date, "qty": d.qty, "rate": d.rate, }); diff --git a/erpnext/public/js/utils/item_quick_entry.js b/erpnext/public/js/utils/item_quick_entry.js index 2947d5b98eb..27ef107acef 100644 --- a/erpnext/public/js/utils/item_quick_entry.js +++ b/erpnext/public/js/utils/item_quick_entry.js @@ -8,12 +8,19 @@ frappe.ui.form.ItemQuickEntryForm = frappe.ui.form.QuickEntryForm.extend({ render_dialog: function() { this.mandatory = this.get_variant_fields().concat(this.mandatory); this.mandatory = this.mandatory.concat(this.get_attributes_fields()); + this.check_naming_series_based_on(); this._super(); this.init_post_render_dialog_operations(); this.preset_fields_for_template(); this.dialog.$wrapper.find('.edit-full').text(__('Edit in full page for more options like assets, serial nos, batches etc.')) }, + check_naming_series_based_on: function() { + if (frappe.defaults.get_default("item_naming_by") === "Naming Series") { + this.mandatory = this.mandatory.filter(d => d.fieldname !== "item_code"); + } + }, + init_post_render_dialog_operations: function() { this.dialog.fields_dict.attribute_html.$wrapper.append(frappe.render_template("item_quick_entry")); this.init_for_create_variant_trigger(); diff --git a/erpnext/public/less/erpnext.less b/erpnext/public/less/erpnext.less index abe48685f03..8685837d33d 100644 --- a/erpnext/public/less/erpnext.less +++ b/erpnext/public/less/erpnext.less @@ -458,4 +458,50 @@ body[data-route="pos"] { .list-item_content { padding-right: 45px; } +} + +// Healthcare + +.exercise-card { + box-shadow: 0 1px 3px rgba(0,0,0,0.30); + border-radius: 2px; + padding: 6px 6px 6px 8px; + margin-top: 10px; + height: 100% !important; + + .card-img-top { + width: 100%; + height: 15vw; + object-fit: cover; + } + + .btn-edit { + position: absolute; + bottom: 10px; + left: 20px; + } + + .btn-del { + position: absolute; + bottom: 10px; + left: 50px; + } + + .card-body { + margin-bottom: 10px; + } + + .card-footer { + padding: 10px; + } +} + +.exercise-row { + height: 100% !important; + display: flex; + flex-wrap: wrap; +} + +.exercise-col { + padding: 10px; } \ No newline at end of file diff --git a/erpnext/public/scss/website.scss b/erpnext/public/scss/website.scss index 7b9a70d232e..735b417da17 100644 --- a/erpnext/public/scss/website.scss +++ b/erpnext/public/scss/website.scss @@ -78,3 +78,7 @@ z-index: 0; } } + +.place-order-container { + text-align: right; +} \ No newline at end of file diff --git a/erpnext/quality_management/desk_page/quality/quality.json b/erpnext/quality_management/desk_page/quality/quality.json index 5193e0cfded..5ee70008dd8 100644 --- a/erpnext/quality_management/desk_page/quality/quality.json +++ b/erpnext/quality_management/desk_page/quality/quality.json @@ -1,20 +1,24 @@ { "cards": [ { - "links": "[\n {\n \"description\": \"Quality Goal.\",\n \"label\": \"Quality Goal\",\n \"name\": \"Quality Goal\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Quality Procedure.\",\n \"label\": \"Quality Procedure\",\n \"name\": \"Quality Procedure\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of Quality Procedures.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Tree of Procedures\",\n \"name\": \"Quality Procedure\",\n \"route\": \"#Tree/Quality Procedure\",\n \"type\": \"doctype\"\n }\n]", - "title": "Goal and Procedure" + "hidden": 0, + "label": "Goal and Procedure", + "links": "[\n {\n \"description\": \"Quality Goal.\",\n \"label\": \"Quality Goal\",\n \"name\": \"Quality Goal\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Quality Procedure.\",\n \"label\": \"Quality Procedure\",\n \"name\": \"Quality Procedure\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of Quality Procedures.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Tree of Procedures\",\n \"name\": \"Quality Procedure\",\n \"route\": \"#Tree/Quality Procedure\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Quality Feedback\",\n \"label\": \"Quality Feedback\",\n \"name\": \"Quality Feedback\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Quality Feedback Template\",\n \"label\": \"Quality Feedback Template\",\n \"name\": \"Quality Feedback Template\",\n \"type\": \"doctype\"\n }\n]", - "title": "Feedback" + "hidden": 0, + "label": "Feedback", + "links": "[\n {\n \"description\": \"Quality Feedback\",\n \"label\": \"Quality Feedback\",\n \"name\": \"Quality Feedback\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Quality Feedback Template\",\n \"label\": \"Quality Feedback Template\",\n \"name\": \"Quality Feedback Template\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Quality Meeting\",\n \"label\": \"Quality Meeting\",\n \"name\": \"Quality Meeting\",\n \"type\": \"doctype\"\n }\n]", - "title": "Meeting" + "hidden": 0, + "label": "Meeting", + "links": "[\n {\n \"description\": \"Quality Meeting\",\n \"label\": \"Quality Meeting\",\n \"name\": \"Quality Meeting\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Quality Review\",\n \"label\": \"Quality Review\",\n \"name\": \"Quality Review\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Quality Action\",\n \"label\": \"Quality Action\",\n \"name\": \"Quality Action\",\n \"type\": \"doctype\"\n }\n]", - "title": "Review and Action" + "hidden": 0, + "label": "Review and Action", + "links": "[\n {\n \"description\": \"Quality Review\",\n \"label\": \"Quality Review\",\n \"name\": \"Quality Review\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Quality Action\",\n \"label\": \"Quality Action\",\n \"name\": \"Quality Action\",\n \"type\": \"doctype\"\n }\n]" } ], "category": "Modules", @@ -29,7 +33,7 @@ "idx": 0, "is_standard": 1, "label": "Quality", - "modified": "2020-03-12 16:30:39.093081", + "modified": "2020-04-01 11:28:51.095012", "modified_by": "Administrator", "module": "Quality Management", "name": "Quality", @@ -38,17 +42,17 @@ "pin_to_top": 0, "shortcuts": [ { - "is_query_report": 0, + "label": "Quality Goal", "link_to": "Quality Goal", "type": "DocType" }, { - "is_query_report": 0, + "label": "Quality Procedure", "link_to": "Quality Procedure", "type": "DocType" }, { - "is_query_report": 0, + "label": "Quality Inspection", "link_to": "Quality Inspection", "type": "DocType" } diff --git a/erpnext/regional/address_template/README.md b/erpnext/regional/address_template/README.md new file mode 100644 index 00000000000..991573448e1 --- /dev/null +++ b/erpnext/regional/address_template/README.md @@ -0,0 +1,18 @@ +To add an **Address Template** for your country, place a new file in this directory: + + * File name: `your_country.html` (lower case with underscores) + * File content: a [Jinja Template](http://jinja.pocoo.org/docs/templates/). + +All the fields of **Address** (including Custom Fields, if any) will be available to the template. Example: + +```jinja +{{ address_line1 }}
+{% if address_line2 %}{{ address_line2 }}
{% endif -%} +{{ city }}
+{% if state %}{{ state }}
{% endif -%} +{% if pincode %} PIN: {{ pincode }}
{% endif -%} +{{ country }}
+{% if phone %}Phone: {{ phone }}
{% endif -%} +{% if fax %}Fax: {{ fax }}
{% endif -%} +{% if email_id %}Email: {{ email_id }}
{% endif -%} +``` diff --git a/erpnext/regional/address_template/__init__.py b/erpnext/regional/address_template/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/regional/address_template/setup.py b/erpnext/regional/address_template/setup.py new file mode 100644 index 00000000000..9f318de3451 --- /dev/null +++ b/erpnext/regional/address_template/setup.py @@ -0,0 +1,53 @@ +"""Import Address Templates from ./templates directory.""" +import os +import frappe + +def set_up_address_templates(default_country=None): + for country, html in get_address_templates(): + is_default = 1 if country == default_country else 0 + update_address_template(country, html, is_default) + +def get_address_templates(): + """ + Return country and path for all HTML files in this directory. + + Returns a list of dicts. + """ + def country(file_name): + """Convert 'united_states.html' to 'United States'.""" + suffix_pos = file_name.find(".html") + country_snake_case = file_name[:suffix_pos] + country_title_case = " ".join(country_snake_case.split("_")).title() + return country_title_case + + def get_file_content(file_name): + """Convert 'united_states.html' to '/path/to/united_states.html'.""" + full_path = os.path.join(template_dir, file_name) + with open(full_path, "r") as f: + content = f.read() + return content + + dir_name = os.path.dirname(__file__) + template_dir = os.path.join(dir_name, "templates") + file_names = os.listdir(template_dir) + html_files = [file for file in file_names if file.endswith(".html")] + + return [(country(file_name), get_file_content(file_name)) for file_name in html_files] + + +def update_address_template(country, html, is_default=0): + """Update existing Address Template or create a new one.""" + if not frappe.db.exists("Country", country): + frappe.log_error("Country {} for regional Address Template does not exist.".format(country)) + return + + if frappe.db.exists("Address Template", country): + frappe.db.set_value("Address Template", country, "template", html) + frappe.db.set_value("Address Template", country, "is_default", is_default) + else: + frappe.get_doc(dict( + doctype="Address Template", + country=country, + is_default=is_default, + template=html + )).insert() diff --git a/erpnext/regional/germany/address_template.html b/erpnext/regional/address_template/templates/germany.html similarity index 100% rename from erpnext/regional/germany/address_template.html rename to erpnext/regional/address_template/templates/germany.html diff --git a/erpnext/regional/india/address_template.html b/erpnext/regional/address_template/templates/india.html similarity index 89% rename from erpnext/regional/india/address_template.html rename to erpnext/regional/address_template/templates/india.html index 55cc9af0d16..ffb9d0547e0 100644 --- a/erpnext/regional/india/address_template.html +++ b/erpnext/regional/address_template/templates/india.html @@ -6,4 +6,4 @@ {% if phone %}Phone: {{ phone }}
{% endif -%} {% if fax %}Fax: {{ fax }}
{% endif -%} {% if email_id %}Email: {{ email_id }}
{% endif -%} -{% if gstin %}GSTIN: {{ gstin }}
{% endif -%} \ No newline at end of file +{% if gstin %}GSTIN: {{ gstin }}
{% endif -%} diff --git a/erpnext/regional/united_states/address_template.html b/erpnext/regional/address_template/templates/united_states.html similarity index 100% rename from erpnext/regional/united_states/address_template.html rename to erpnext/regional/address_template/templates/united_states.html diff --git a/erpnext/regional/address_template/test_regional_address_template.py b/erpnext/regional/address_template/test_regional_address_template.py new file mode 100644 index 00000000000..8a05ea26f45 --- /dev/null +++ b/erpnext/regional/address_template/test_regional_address_template.py @@ -0,0 +1,45 @@ +from __future__ import unicode_literals +from unittest import TestCase + +import frappe +from erpnext.regional.address_template.setup import get_address_templates +from erpnext.regional.address_template.setup import update_address_template + +def ensure_country(country): + if frappe.db.exists("Country", country): + return frappe.get_doc("Country", country) + else: + c = frappe.get_doc({ + "doctype": "Country", + "country_name": country + }) + c.insert() + return c + +class TestRegionalAddressTemplate(TestCase): + def test_get_address_templates(self): + """Get the countries and paths from the templates directory.""" + templates = get_address_templates() + self.assertIsInstance(templates, list) + self.assertIsInstance(templates[0], tuple) + + def test_create_address_template(self): + """Create a new Address Template.""" + country = ensure_country("Germany") + update_address_template(country.name, "TEST") + doc = frappe.get_doc("Address Template", country.name) + self.assertEqual(doc.template, "TEST") + + def test_update_address_template(self): + """Update an existing Address Template.""" + country = ensure_country("Germany") + if not frappe.db.exists("Address Template", country.name): + template = frappe.get_doc({ + "doctype": "Address Template", + "country": country.name, + "template": "EXISTING" + }).insert() + + update_address_template(country.name, "NEW") + doc = frappe.get_doc("Address Template", country.name) + self.assertEqual(doc.template, "NEW") diff --git a/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.html b/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.html index 2da79a63648..35f9cf674ce 100644 --- a/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.html +++ b/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.html @@ -29,7 +29,7 @@ - (a) {{__("Outward taxable supplies(other than zero rated, nil rated and exempted")}} + (a) {{__("Outward taxable supplies(other than zero rated, nil rated and exempted)")}} {{ flt(data.sup_details.osup_det.txval, 2) }} {{ flt(data.sup_details.osup_det.iamt, 2) }} {{ flt(data.sup_details.osup_det.camt, 2) }} diff --git a/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.json b/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.json index 548d40b9745..1f208df1f23 100644 --- a/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.json +++ b/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.json @@ -1,4 +1,5 @@ { + "actions": [], "autoname": "format:GSTR3B-{month}-{year}-{company_address}", "creation": "2019-02-04 11:35:55.964639", "doctype": "DocType", @@ -48,25 +49,13 @@ "read_only": 1 } ], - "modified": "2019-08-10 22:30:26.727038", + "links": [], + "modified": "2020-04-04 19:32:30.772908", "modified_by": "Administrator", "module": "Regional", "name": "GSTR 3B Report", "owner": "Administrator", - "permissions": [ - { - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "print": 1, - "read": 1, - "report": 1, - "role": "System Manager", - "share": 1, - "write": 1 - } - ], + "permissions": [], "sort_field": "modified", "sort_order": "DESC", "track_changes": 1 diff --git a/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.py b/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.py index a2b32fec781..9e7a023926d 100644 --- a/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.py +++ b/erpnext/regional/doctype/gstr_3b_report/gstr_3b_report.py @@ -277,7 +277,7 @@ class GSTR3BReport(Document): def get_itc_details(self, reverse_charge='N'): itc_amount = frappe.db.sql(""" - select s.gst_category, sum(t.tax_amount) as tax_amount, t.account_head, s.eligibility_for_itc, s.reverse_charge + select s.gst_category, sum(t.tax_amount_after_discount_amount) as tax_amount, t.account_head, s.eligibility_for_itc, s.reverse_charge from `tabPurchase Invoice` s , `tabPurchase Taxes and Charges` t where s.docstatus = 1 and t.parent = s.name and s.reverse_charge = %s and month(s.posting_date) = %s and year(s.posting_date) = %s and s.company = %s @@ -312,7 +312,7 @@ class GSTR3BReport(Document): and s.company = %s and s.company_gstin = %s and s.gst_category in ('Unregistered', 'Registered Composition', 'UIN Holders') group by s.gst_category, s.place_of_supply""", (self.month_no, self.year, self.company, self.gst_details.get("gstin")), as_dict=1) - inter_state_supply_tax = frappe.db.sql(""" select sum(t.tax_amount) as tax_amount, s.place_of_supply, s.gst_category + inter_state_supply_tax = frappe.db.sql(""" select sum(t.tax_amount_after_discount_amount) as tax_amount, s.place_of_supply, s.gst_category from `tabSales Invoice` s, `tabSales Taxes and Charges` t where t.parent = s.name and s.docstatus = 1 and month(s.posting_date) = %s and year(s.posting_date) = %s and s.company = %s and s.company_gstin = %s and s.gst_category in ('Unregistered', 'Registered Composition', 'UIN Holders') @@ -385,7 +385,7 @@ class GSTR3BReport(Document): tax_template = 'Purchase Taxes and Charges' tax_amounts = frappe.db.sql(""" - select s.gst_category, sum(t.tax_amount) as tax_amount, t.account_head + select s.gst_category, sum(t.tax_amount_after_discount_amount) as tax_amount, t.account_head from `tab{doctype}` s , `tab{template}` t where s.docstatus = 1 and t.parent = s.name and s.reverse_charge = %s and month(s.posting_date) = %s and year(s.posting_date) = %s and s.company = %s diff --git a/erpnext/regional/doctype/lower_deduction_certificate/__init__.py b/erpnext/regional/doctype/lower_deduction_certificate/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/regional/doctype/lower_deduction_certificate/lower_deduction_certificate.js b/erpnext/regional/doctype/lower_deduction_certificate/lower_deduction_certificate.js new file mode 100644 index 00000000000..8257bf8a969 --- /dev/null +++ b/erpnext/regional/doctype/lower_deduction_certificate/lower_deduction_certificate.js @@ -0,0 +1,8 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Lower Deduction Certificate', { + // refresh: function(frm) { + + // } +}); diff --git a/erpnext/regional/doctype/lower_deduction_certificate/lower_deduction_certificate.json b/erpnext/regional/doctype/lower_deduction_certificate/lower_deduction_certificate.json new file mode 100644 index 00000000000..f48fe6f4763 --- /dev/null +++ b/erpnext/regional/doctype/lower_deduction_certificate/lower_deduction_certificate.json @@ -0,0 +1,138 @@ +{ + "actions": [], + "autoname": "field:certificate_no", + "creation": "2020-03-10 23:12:10.072631", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "certificate_details_section", + "section_code", + "fiscal_year", + "column_break_3", + "certificate_no", + "section_break_3", + "supplier", + "column_break_7", + "pan_no", + "validity_details_section", + "valid_from", + "column_break_10", + "valid_upto", + "section_break_9", + "rate", + "column_break_14", + "certificate_limit" + ], + "fields": [ + { + "fieldname": "certificate_no", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Certificate No", + "reqd": 1, + "unique": 1 + }, + { + "fieldname": "section_code", + "fieldtype": "Select", + "label": "Section Code", + "options": "192\n193\n194\n194A\n194C\n194D\n194H\n194I\n194J\n194LA\n194LBB\n194LBC\n195", + "reqd": 1 + }, + { + "fieldname": "section_break_3", + "fieldtype": "Section Break", + "label": "Deductee Details" + }, + { + "fieldname": "supplier", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Supplier", + "options": "Supplier", + "reqd": 1 + }, + { + "fetch_from": "supplier.pan", + "fetch_if_empty": 1, + "fieldname": "pan_no", + "fieldtype": "Data", + "in_list_view": 1, + "label": "PAN No", + "reqd": 1 + }, + { + "fieldname": "validity_details_section", + "fieldtype": "Section Break", + "label": "Validity Details" + }, + { + "fieldname": "valid_upto", + "fieldtype": "Date", + "label": "Valid Upto", + "reqd": 1 + }, + { + "fieldname": "section_break_9", + "fieldtype": "Section Break" + }, + { + "fieldname": "rate", + "fieldtype": "Percent", + "label": "Rate Of TDS As Per Certificate", + "reqd": 1 + }, + { + "fieldname": "certificate_limit", + "fieldtype": "Currency", + "label": "Certificate Limit", + "reqd": 1 + }, + { + "fieldname": "certificate_details_section", + "fieldtype": "Section Break", + "label": "Certificate Details" + }, + { + "fieldname": "column_break_3", + "fieldtype": "Column Break" + }, + { + "fieldname": "column_break_10", + "fieldtype": "Column Break" + }, + { + "fieldname": "column_break_14", + "fieldtype": "Column Break" + }, + { + "fieldname": "column_break_7", + "fieldtype": "Column Break" + }, + { + "fieldname": "valid_from", + "fieldtype": "Date", + "in_list_view": 1, + "label": "Valid From", + "reqd": 1 + }, + { + "fieldname": "fiscal_year", + "fieldtype": "Link", + "label": "Fiscal Year", + "options": "Fiscal Year", + "reqd": 1 + } + ], + "links": [], + "modified": "2020-04-23 23:04:41.203721", + "modified_by": "Administrator", + "module": "Regional", + "name": "Lower Deduction Certificate", + "owner": "Administrator", + "permissions": [], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/regional/doctype/lower_deduction_certificate/lower_deduction_certificate.py b/erpnext/regional/doctype/lower_deduction_certificate/lower_deduction_certificate.py new file mode 100644 index 00000000000..e8a8ed87505 --- /dev/null +++ b/erpnext/regional/doctype/lower_deduction_certificate/lower_deduction_certificate.py @@ -0,0 +1,26 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +from frappe import _ +from frappe.utils import getdate +from frappe.model.document import Document +from erpnext.accounts.utils import get_fiscal_year + +class LowerDeductionCertificate(Document): + def validate(self): + if getdate(self.valid_upto) < getdate(self.valid_from): + frappe.throw(_("Valid Upto date cannot be before Valid From date")) + + fiscal_year = get_fiscal_year(fiscal_year=self.fiscal_year, as_dict=True) + + if not (fiscal_year.year_start_date <= getdate(self.valid_from) \ + <= fiscal_year.year_end_date): + frappe.throw(_("Valid From date not in Fiscal Year {0}").format(frappe.bold(self.fiscal_year))) + + if not (fiscal_year.year_start_date <= getdate(self.valid_upto) \ + <= fiscal_year.year_end_date): + frappe.throw(_("Valid Upto date not in Fiscal Year {0}").format(frappe.bold(self.fiscal_year))) + diff --git a/erpnext/regional/doctype/lower_deduction_certificate/test_lower_deduction_certificate.py b/erpnext/regional/doctype/lower_deduction_certificate/test_lower_deduction_certificate.py new file mode 100644 index 00000000000..7e950206fcc --- /dev/null +++ b/erpnext/regional/doctype/lower_deduction_certificate/test_lower_deduction_certificate.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestLowerDeductionCertificate(unittest.TestCase): + pass diff --git a/erpnext/regional/germany/setup.py b/erpnext/regional/germany/setup.py index a5471366ca2..d6047e863ce 100644 --- a/erpnext/regional/germany/setup.py +++ b/erpnext/regional/germany/setup.py @@ -3,29 +3,4 @@ import frappe def setup(company=None, patch=True): - if not patch: - update_address_template() - - -def update_address_template(): - """ - Read address template from file. Update existing Address Template or create a - new one. - """ - dir_name = os.path.dirname(__file__) - template_path = os.path.join(dir_name, 'address_template.html') - - with open(template_path, 'r') as template_file: - template_html = template_file.read() - - address_template = frappe.db.get_value('Address Template', 'Germany') - - if address_template: - frappe.db.set_value('Address Template', 'Germany', 'template', template_html) - else: - # make new html template for Germany - frappe.get_doc(dict( - doctype='Address Template', - country='Germany', - template=template_html - )).insert() + pass diff --git a/erpnext/regional/india/setup.py b/erpnext/regional/india/setup.py index 970a831e0ea..8593966cc3a 100644 --- a/erpnext/regional/india/setup.py +++ b/erpnext/regional/india/setup.py @@ -13,7 +13,6 @@ from frappe.utils import today def setup(company=None, patch=True): setup_company_independent_fixtures() if not patch: - update_address_template() make_fixtures(company) # TODO: for all countries @@ -24,21 +23,6 @@ def setup_company_independent_fixtures(): frappe.enqueue('erpnext.regional.india.setup.add_hsn_sac_codes', now=frappe.flags.in_test) add_print_formats() -def update_address_template(): - with open(os.path.join(os.path.dirname(__file__), 'address_template.html'), 'r') as f: - html = f.read() - - address_template = frappe.db.get_value('Address Template', 'India') - if address_template: - frappe.db.set_value('Address Template', 'India', 'template', html) - else: - # make new html template for India - frappe.get_doc(dict( - doctype='Address Template', - country='India', - template=html - )).insert() - def add_hsn_sac_codes(): # HSN codes with open(os.path.join(os.path.dirname(__file__), 'hsn_code_data.json'), 'r') as f: @@ -77,13 +61,19 @@ def add_custom_roles_for_reports(): )).insert() def add_permissions(): - for doctype in ('GST HSN Code', 'GST Settings'): + for doctype in ('GST HSN Code', 'GST Settings', 'GSTR 3B Report', 'Lower Deduction Certificate'): add_permission(doctype, 'All', 0) - for role in ('Accounts Manager', 'System Manager', 'Item Manager', 'Stock Manager'): + for role in ('Accounts Manager', 'Accounts User', 'System Manager'): add_permission(doctype, role, 0) update_permission_property(doctype, role, 0, 'write', 1) update_permission_property(doctype, role, 0, 'create', 1) + if doctype == 'GST HSN Code': + for role in ('Item Manager', 'Stock Manager'): + add_permission(doctype, role, 0) + update_permission_property(doctype, role, 0, 'write', 1) + update_permission_property(doctype, role, 0, 'create', 1) + def add_print_formats(): frappe.reload_doc("regional", "print_format", "gst_tax_invoice") frappe.reload_doc("accounts", "print_format", "gst_pos_invoice") @@ -95,7 +85,7 @@ def make_custom_fields(update=True): hsn_sac_field = dict(fieldname='gst_hsn_code', label='HSN/SAC', fieldtype='Data', fetch_from='item_code.gst_hsn_code', insert_after='description', allow_on_submit=1, print_hide=1, fetch_if_empty=1) - nil_rated_exempt = dict(fieldname='is_nil_exempt', label='Is nil rated or exempted', + nil_rated_exempt = dict(fieldname='is_nil_exempt', label='Is Nil Rated or Exempted', fieldtype='Check', fetch_from='item_code.is_nil_exempt', insert_after='gst_hsn_code', print_hide=1) is_non_gst = dict(fieldname='is_non_gst', label='Is Non GST', @@ -398,7 +388,7 @@ def make_custom_fields(update=True): 'Item': [ dict(fieldname='gst_hsn_code', label='HSN/SAC', fieldtype='Link', options='GST HSN Code', insert_after='item_group'), - dict(fieldname='is_nil_exempt', label='Is nil rated or exempted', + dict(fieldname='is_nil_exempt', label='Is Nil Rated or Exempted', fieldtype='Check', insert_after='gst_hsn_code'), dict(fieldname='is_non_gst', label='Is Non GST ', fieldtype='Check', insert_after='is_nil_exempt') @@ -507,6 +497,14 @@ def make_custom_fields(update=True): 'depends_on':'eval:in_list(["SEZ", "Overseas", "Deemed Export"], doc.gst_category)', 'options': '\nWith Payment of Tax\nWithout Payment of Tax' } + ], + "Member": [ + { + 'fieldname': 'pan_number', + 'label': 'PAN Details', + 'fieldtype': 'Data', + 'insert_after': 'email' + } ] } create_custom_fields(custom_fields, update=update) @@ -533,12 +531,18 @@ def make_fixtures(company=None): def set_salary_components(docs): docs.extend([ - {'doctype': 'Salary Component', 'salary_component': 'Professional Tax', 'description': 'Professional Tax', 'type': 'Deduction'}, - {'doctype': 'Salary Component', 'salary_component': 'Provident Fund', 'description': 'Provident fund', 'type': 'Deduction'}, - {'doctype': 'Salary Component', 'salary_component': 'House Rent Allowance', 'description': 'House Rent Allowance', 'type': 'Earning'}, - {'doctype': 'Salary Component', 'salary_component': 'Basic', 'description': 'Basic', 'type': 'Earning'}, - {'doctype': 'Salary Component', 'salary_component': 'Arrear', 'description': 'Arrear', 'type': 'Earning'}, - {'doctype': 'Salary Component', 'salary_component': 'Leave Encashment', 'description': 'Leave Encashment', 'type': 'Earning'} + {'doctype': 'Salary Component', 'salary_component': 'Professional Tax', + 'description': 'Professional Tax', 'type': 'Deduction', 'exempted_from_income_tax': 1}, + {'doctype': 'Salary Component', 'salary_component': 'Provident Fund', + 'description': 'Provident fund', 'type': 'Deduction', 'is_tax_applicable': 1}, + {'doctype': 'Salary Component', 'salary_component': 'House Rent Allowance', + 'description': 'House Rent Allowance', 'type': 'Earning', 'is_tax_applicable': 1}, + {'doctype': 'Salary Component', 'salary_component': 'Basic', + 'description': 'Basic', 'type': 'Earning', 'is_tax_applicable': 1}, + {'doctype': 'Salary Component', 'salary_component': 'Arrear', + 'description': 'Arrear', 'type': 'Earning', 'is_tax_applicable': 1}, + {'doctype': 'Salary Component', 'salary_component': 'Leave Encashment', + 'description': 'Leave Encashment', 'type': 'Earning', 'is_tax_applicable': 1} ]) def set_tax_withholding_category(company): @@ -728,4 +732,4 @@ def get_tds_details(accounts, fiscal_year): doctype="Tax Withholding Category", accounts=accounts, rates=[{"fiscal_year": fiscal_year, "tax_withholding_rate": 20, "single_threshold": 2500, "cumulative_threshold": 0}]) - ] + ] \ No newline at end of file diff --git a/erpnext/regional/india/utils.py b/erpnext/regional/india/utils.py index 02823821c41..094f01017b9 100644 --- a/erpnext/regional/india/utils.py +++ b/erpnext/regional/india/utils.py @@ -372,7 +372,6 @@ def calculate_hra_exemption_for_period(doc): return exemptions def get_ewb_data(dt, dn): - dn = dn.split(',') ewaybills = [] for doc_name in dn: @@ -453,16 +452,22 @@ def get_ewb_data(dt, dn): @frappe.whitelist() def generate_ewb_json(dt, dn): + dn = json.loads(dn) + return get_ewb_data(dt, dn) - data = get_ewb_data(dt, dn) +@frappe.whitelist() +def download_ewb_json(): + data = frappe._dict(frappe.local.form_dict) - frappe.local.response.filecontent = json.dumps(data, indent=4, sort_keys=True) + frappe.local.response.filecontent = json.dumps(data['data'], indent=4, sort_keys=True) frappe.local.response.type = 'download' - if len(data['billLists']) > 1: + billList = json.loads(data['data'])['billLists'] + + if len(billList) > 1: doc_name = 'Bulk' else: - doc_name = dn + doc_name = data['docname'] frappe.local.response.filename = '{0}_e-WayBill_Data_{1}.json'.format(doc_name, frappe.utils.random_string(5)) diff --git a/erpnext/regional/report/datev/datev.py b/erpnext/regional/report/datev/datev.py index a6579121cbf..a8e40cc4930 100644 --- a/erpnext/regional/report/datev/datev.py +++ b/erpnext/regional/report/datev/datev.py @@ -13,6 +13,7 @@ import json import zlib import zipfile import six +from csv import QUOTE_NONNUMERIC from six import BytesIO from six import string_types import frappe @@ -80,7 +81,7 @@ def get_transactions(filters, as_dict=1): gl.posting_date as 'Belegdatum', gl.voucher_no as 'Belegfeld 1', - gl.remarks as 'Buchungstext', + LEFT(gl.remarks, 60) as 'Buchungstext', gl.voucher_type as 'Beleginfo - Art 1', gl.voucher_no as 'Beleginfo - Inhalt 1', gl.against_voucher_type as 'Beleginfo - Art 2', @@ -268,7 +269,9 @@ def get_datev_csv(data, filters, csv_class): # Do not number rows index=False, # Use all columns defined above - columns=csv_class.COLUMNS + columns=csv_class.COLUMNS, + # Quote most fields, even currency values with "," separator + quoting=QUOTE_NONNUMERIC ) if not six.PY2: @@ -285,6 +288,7 @@ def get_datev_csv(data, filters, csv_class): def get_header(filters, csv_class): coa = frappe.get_value("Company", filters.get("company"), "chart_of_accounts") + description = filters.get("voucher_type", csv_class.FORMAT_NAME) coa_used = "04" if "SKR04" in coa else ("03" if "SKR03" in coa else "") header = [ @@ -323,12 +327,8 @@ def get_header(filters, csv_class): frappe.utils.formatdate(filters.get('from_date'), "yyyyMMdd"), # P = Transaction batch end date (YYYYMMDD) frappe.utils.formatdate(filters.get('to_date'), "yyyyMMdd"), - # Q = Description (for example, "January - February 2019 Transactions") - '"{} - {} {}"'.format( - frappe.utils.formatdate(filters.get('from_date'), "MMMM yyyy"), - frappe.utils.formatdate(filters.get('to_date'), "MMMM yyyy"), - csv_class.FORMAT_NAME - ), + # Q = Description (for example, "Sales Invoice") Max. 30 chars + '"{}"'.format(_(description)), # R = Diktatkürzel '', # S = Buchungstyp diff --git a/erpnext/regional/united_states/setup.py b/erpnext/regional/united_states/setup.py index cb82b639ba8..6d344025d26 100644 --- a/erpnext/regional/united_states/setup.py +++ b/erpnext/regional/united_states/setup.py @@ -5,12 +5,9 @@ from __future__ import unicode_literals import frappe from frappe.custom.doctype.custom_field.custom_field import create_custom_fields - def setup(company=None, patch=True): make_custom_fields() add_print_formats() - update_address_template() - def make_custom_fields(): custom_fields = { @@ -21,22 +18,7 @@ def make_custom_fields(): } create_custom_fields(custom_fields) - def add_print_formats(): frappe.reload_doc("regional", "print_format", "irs_1099_form") frappe.db.sql(""" update `tabPrint Format` set disabled = 0 where name in('IRS 1099 Form') """) - - -def update_address_template(): - html = """{{ address_line1 }}
- {% if address_line2 %}{{ address_line2 }}
{% endif -%} - {{ city }}, {% if state %}{{ state }}{% endif -%}{% if pincode %} {{ pincode }}
{% endif -%} - {% if country != "United States" %}{{ country|upper }}{% endif -%} - """ - - address_template = frappe.db.get_value('Address Template', 'United States') - if address_template: - frappe.db.set_value('Address Template', 'United States', 'template', html) - else: - frappe.get_doc(dict(doctype='Address Template', country='United States', template=html)).insert() diff --git a/erpnext/selling/desk_page/retail/retail.json b/erpnext/selling/desk_page/retail/retail.json index 9838462f684..7b30af20ccb 100644 --- a/erpnext/selling/desk_page/retail/retail.json +++ b/erpnext/selling/desk_page/retail/retail.json @@ -1,8 +1,9 @@ { "cards": [ { - "links": "[\n {\n \"description\": \"Setup default values for POS Invoices\",\n \"label\": \"Point-of-Sale Profile\",\n \"name\": \"POS Profile\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"POS Profile\"\n ],\n \"description\": \"Point of Sale\",\n \"label\": \"POS\",\n \"name\": \"pos\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"description\": \"Cashier Closing\",\n \"label\": \"Cashier Closing\",\n \"name\": \"Cashier Closing\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Setup mode of POS (Online / Offline)\",\n \"label\": \"POS Settings\",\n \"name\": \"POS Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To make Customer based incentive schemes.\",\n \"label\": \"Loyalty Program\",\n \"name\": \"Loyalty Program\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To view logs of Loyalty Points assigned to a Customer.\",\n \"label\": \"Loyalty Point Entry\",\n \"name\": \"Loyalty Point Entry\",\n \"type\": \"doctype\"\n }\n]", - "title": "Retail Operations" + "hidden": 0, + "label": "Retail Operations", + "links": "[\n {\n \"description\": \"Setup default values for POS Invoices\",\n \"label\": \"Point-of-Sale Profile\",\n \"name\": \"POS Profile\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"POS Profile\"\n ],\n \"description\": \"Point of Sale\",\n \"label\": \"POS\",\n \"name\": \"pos\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"description\": \"Cashier Closing\",\n \"label\": \"Cashier Closing\",\n \"name\": \"Cashier Closing\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Setup mode of POS (Online / Offline)\",\n \"label\": \"POS Settings\",\n \"name\": \"POS Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To make Customer based incentive schemes.\",\n \"label\": \"Loyalty Program\",\n \"name\": \"Loyalty Program\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To view logs of Loyalty Points assigned to a Customer.\",\n \"label\": \"Loyalty Point Entry\",\n \"name\": \"Loyalty Point Entry\",\n \"type\": \"doctype\"\n }\n]" } ], "category": "Domains", @@ -16,7 +17,7 @@ "idx": 0, "is_standard": 1, "label": "Retail", - "modified": "2020-03-12 16:30:36.154297", + "modified": "2020-04-26 22:42:39.346750", "modified_by": "Administrator", "module": "Selling", "name": "Retail", diff --git a/erpnext/selling/desk_page/selling/selling.json b/erpnext/selling/desk_page/selling/selling.json index 7a0111c8f99..a20806b264e 100644 --- a/erpnext/selling/desk_page/selling/selling.json +++ b/erpnext/selling/desk_page/selling/selling.json @@ -1,36 +1,36 @@ { "cards": [ { - "links": "[\n {\n \"description\": \"All Products or Services.\",\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Price List\"\n ],\n \"description\": \"Multiple Item prices.\",\n \"label\": \"Item Price\",\n \"name\": \"Item Price\",\n \"onboard\": 1,\n \"route\": \"#Report/Item Price\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Price List master.\",\n \"label\": \"Price List\",\n \"name\": \"Price List\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of Item Groups.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Item Group\",\n \"link\": \"Tree/Item Group\",\n \"name\": \"Item Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Bundle items at time of sale.\",\n \"label\": \"Product Bundle\",\n \"name\": \"Product Bundle\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for applying different promotional schemes.\",\n \"label\": \"Promotional Scheme\",\n \"name\": \"Promotional Scheme\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Rules for applying pricing and discount.\",\n \"label\": \"Pricing Rule\",\n \"name\": \"Pricing Rule\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for adding shipping costs.\",\n \"label\": \"Shipping Rule\",\n \"name\": \"Shipping Rule\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Define coupon codes.\",\n \"label\": \"Coupon Code\",\n \"name\": \"Coupon Code\",\n \"type\": \"doctype\"\n }\n]", - "title": "Items and Pricing" + "hidden": 0, + "label": "Items and Pricing", + "links": "[\n {\n \"description\": \"All Products or Services.\",\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Price List\"\n ],\n \"description\": \"Multiple Item prices.\",\n \"label\": \"Item Price\",\n \"name\": \"Item Price\",\n \"onboard\": 1,\n \"route\": \"#Report/Item Price\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Price List master.\",\n \"label\": \"Price List\",\n \"name\": \"Price List\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of Item Groups.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Item Group\",\n \"link\": \"Tree/Item Group\",\n \"name\": \"Item Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Bundle items at time of sale.\",\n \"label\": \"Product Bundle\",\n \"name\": \"Product Bundle\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for applying different promotional schemes.\",\n \"label\": \"Promotional Scheme\",\n \"name\": \"Promotional Scheme\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Rules for applying pricing and discount.\",\n \"label\": \"Pricing Rule\",\n \"name\": \"Pricing Rule\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for adding shipping costs.\",\n \"label\": \"Shipping Rule\",\n \"name\": \"Shipping Rule\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Define coupon codes.\",\n \"label\": \"Coupon Code\",\n \"name\": \"Coupon Code\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-cog", - "links": "[\n {\n \"description\": \"Default settings for selling transactions.\",\n \"label\": \"Selling Settings\",\n \"name\": \"Selling Settings\",\n \"settings\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Template of terms or contract.\",\n \"label\": \"Terms and Conditions Template\",\n \"name\": \"Terms and Conditions\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for selling transactions.\",\n \"label\": \"Sales Taxes and Charges Template\",\n \"name\": \"Sales Taxes and Charges Template\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Track Leads by Lead Source.\",\n \"label\": \"Lead Source\",\n \"name\": \"Lead Source\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Customer Group Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Customer Group\",\n \"link\": \"Tree/Customer Group\",\n \"name\": \"Customer Group\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Contacts.\",\n \"label\": \"Contact\",\n \"name\": \"Contact\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Addresses.\",\n \"label\": \"Address\",\n \"name\": \"Address\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Territory Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Territory\",\n \"link\": \"Tree/Territory\",\n \"name\": \"Territory\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Sales campaigns.\",\n \"label\": \"Campaign\",\n \"name\": \"Campaign\",\n \"type\": \"doctype\"\n }\n]", - "title": "Settings" + "hidden": 0, + "label": "Settings", + "links": "[\n {\n \"description\": \"Default settings for selling transactions.\",\n \"label\": \"Selling Settings\",\n \"name\": \"Selling Settings\",\n \"settings\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Template of terms or contract.\",\n \"label\": \"Terms and Conditions Template\",\n \"name\": \"Terms and Conditions\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for selling transactions.\",\n \"label\": \"Sales Taxes and Charges Template\",\n \"name\": \"Sales Taxes and Charges Template\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Track Leads by Lead Source.\",\n \"label\": \"Lead Source\",\n \"name\": \"Lead Source\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Customer Group Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Customer Group\",\n \"link\": \"Tree/Customer Group\",\n \"name\": \"Customer Group\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Contacts.\",\n \"label\": \"Contact\",\n \"name\": \"Contact\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Addresses.\",\n \"label\": \"Address\",\n \"name\": \"Address\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Territory Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Territory\",\n \"link\": \"Tree/Territory\",\n \"name\": \"Territory\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Sales campaigns.\",\n \"label\": \"Campaign\",\n \"name\": \"Campaign\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-list", - "links": "[\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Details\",\n \"name\": \"Lead Details\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Address\"\n ],\n \"doctype\": \"Address\",\n \"is_query_report\": true,\n \"label\": \"Customer Addresses And Contacts\",\n \"name\": \"Address And Contacts\",\n \"route_options\": {\n \"party_type\": \"Customer\"\n },\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"BOM\"\n ],\n \"doctype\": \"BOM\",\n \"is_query_report\": true,\n \"label\": \"BOM Search\",\n \"name\": \"BOM Search\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Available Stock for Packing Items\",\n \"name\": \"Available Stock for Packing Items\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Pending SO Items For Purchase Request\",\n \"name\": \"Pending SO Items For Purchase Request\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Customer Credit Balance\",\n \"name\": \"Customer Credit Balance\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Customers Without Any Sales Transactions\",\n \"name\": \"Customers Without Any Sales Transactions\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Sales Partners Commission\",\n \"name\": \"Sales Partners Commission\",\n \"type\": \"report\"\n }\n]", - "title": "Other Reports" + "hidden": 0, + "label": "Other Reports", + "links": "[\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Details\",\n \"name\": \"Lead Details\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Address\"\n ],\n \"doctype\": \"Address\",\n \"is_query_report\": true,\n \"label\": \"Customer Addresses And Contacts\",\n \"name\": \"Address And Contacts\",\n \"route_options\": {\n \"party_type\": \"Customer\"\n },\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"BOM\"\n ],\n \"doctype\": \"BOM\",\n \"is_query_report\": true,\n \"label\": \"BOM Search\",\n \"name\": \"BOM Search\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Available Stock for Packing Items\",\n \"name\": \"Available Stock for Packing Items\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Pending SO Items For Purchase Request\",\n \"name\": \"Pending SO Items For Purchase Request\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Customer Credit Balance\",\n \"name\": \"Customer Credit Balance\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Customers Without Any Sales Transactions\",\n \"name\": \"Customers Without Any Sales Transactions\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Sales Partners Commission\",\n \"name\": \"Sales Partners Commission\",\n \"type\": \"report\"\n }\n]" }, { - "icon": "fa fa-star", - "links": "[\n {\n \"description\": \"Customer Database.\",\n \"label\": \"Customer\",\n \"name\": \"Customer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Quotes to Leads or Customers.\",\n \"label\": \"Quotation\",\n \"name\": \"Quotation\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Confirmed orders from Customers.\",\n \"label\": \"Sales Order\",\n \"name\": \"Sales Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Invoices for Costumers.\",\n \"label\": \"Sales Invoice\",\n \"name\": \"Sales Invoice\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Blanket Orders from Costumers.\",\n \"label\": \"Blanket Order\",\n \"name\": \"Blanket Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Manage Sales Partners.\",\n \"label\": \"Sales Partner\",\n \"name\": \"Sales Partner\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Manage Sales Person Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Sales Person\",\n \"link\": \"Tree/Sales Person\",\n \"name\": \"Sales Person\",\n \"type\": \"doctype\"\n }\n]", - "title": "Sales" + "hidden": 0, + "label": "Sales", + "links": "[\n {\n \"description\": \"Customer Database.\",\n \"label\": \"Customer\",\n \"name\": \"Customer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Quotes to Leads or Customers.\",\n \"label\": \"Quotation\",\n \"name\": \"Quotation\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Confirmed orders from Customers.\",\n \"label\": \"Sales Order\",\n \"name\": \"Sales Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Invoices for Costumers.\",\n \"label\": \"Sales Invoice\",\n \"name\": \"Sales Invoice\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Blanket Orders from Costumers.\",\n \"label\": \"Blanket Order\",\n \"name\": \"Blanket Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Manage Sales Partners.\",\n \"label\": \"Sales Partner\",\n \"name\": \"Sales Partner\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Manage Sales Person Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Sales Person\",\n \"link\": \"Tree/Sales Person\",\n \"name\": \"Sales Person\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-table", - "links": "[\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Analytics\",\n \"name\": \"Sales Analytics\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Sales Funnel\",\n \"name\": \"sales-funnel\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"icon\": \"fa fa-bar-chart\",\n \"is_query_report\": true,\n \"label\": \"Customer Acquisition and Loyalty\",\n \"name\": \"Customer Acquisition and Loyalty\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Inactive Customers\",\n \"name\": \"Inactive Customers\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Ordered Items To Be Delivered\",\n \"name\": \"Ordered Items To Be Delivered\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Person-wise Transaction Summary\",\n \"name\": \"Sales Person-wise Transaction Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Item-wise Sales History\",\n \"name\": \"Item-wise Sales History\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Quotation\"\n ],\n \"doctype\": \"Quotation\",\n \"is_query_report\": true,\n \"label\": \"Quotation Trends\",\n \"name\": \"Quotation Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Order Trends\",\n \"name\": \"Sales Order Trends\",\n \"type\": \"report\"\n }\n]", - "title": "Key Reports" + "hidden": 0, + "label": "Key Reports", + "links": "[\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Analytics\",\n \"name\": \"Sales Analytics\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Sales Funnel\",\n \"name\": \"sales-funnel\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"icon\": \"fa fa-bar-chart\",\n \"is_query_report\": true,\n \"label\": \"Customer Acquisition and Loyalty\",\n \"name\": \"Customer Acquisition and Loyalty\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Inactive Customers\",\n \"name\": \"Inactive Customers\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Ordered Items To Be Delivered\",\n \"name\": \"Ordered Items To Be Delivered\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Person-wise Transaction Summary\",\n \"name\": \"Sales Person-wise Transaction Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Item-wise Sales History\",\n \"name\": \"Item-wise Sales History\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Quotation\"\n ],\n \"doctype\": \"Quotation\",\n \"is_query_report\": true,\n \"label\": \"Quotation Trends\",\n \"name\": \"Quotation Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Order Trends\",\n \"name\": \"Sales Order Trends\",\n \"type\": \"report\"\n }\n]" } ], "category": "Modules", "charts": [ { "chart_name": "Income", - "label": "Income", - "size": "Full" + "label": "Income" } ], "creation": "2020-01-28 11:49:12.092882", @@ -43,7 +43,7 @@ "idx": 0, "is_standard": 1, "label": "Selling", - "modified": "2020-03-12 16:30:38.207013", + "modified": "2020-04-01 11:28:51.047373", "modified_by": "Administrator", "module": "Selling", "name": "Selling", @@ -52,32 +52,32 @@ "pin_to_top": 0, "shortcuts": [ { - "is_query_report": 0, + "label": "Sales Invoice", "link_to": "Sales Invoice", "type": "DocType" }, { - "is_query_report": 0, + "label": "Sales Order", "link_to": "Sales Order", "type": "DocType" }, { - "is_query_report": 0, + "label": "Quotation", "link_to": "Quotation", "type": "DocType" }, { - "is_query_report": 0, + "label": "Delivery Note", "link_to": "Delivery Note", "type": "DocType" }, { - "is_query_report": 0, + "label": "Accounts Receivable", "link_to": "Accounts Receivable", "type": "Report" }, { - "is_query_report": 0, + "label": "Sales Register", "link_to": "Sales Register", "type": "Report" } diff --git a/erpnext/selling/doctype/campaign/campaign_dashboard.py b/erpnext/selling/doctype/campaign/campaign_dashboard.py index a9d8eca38c2..3cef560c32f 100644 --- a/erpnext/selling/doctype/campaign/campaign_dashboard.py +++ b/erpnext/selling/doctype/campaign/campaign_dashboard.py @@ -8,6 +8,10 @@ def get_data(): { 'label': _('Email Campaigns'), 'items': ['Email Campaign'] + }, + { + 'label': _('Social Media Campaigns'), + 'items': ['Social Media Post'] } - ], + ] } diff --git a/erpnext/selling/doctype/customer/customer.json b/erpnext/selling/doctype/customer/customer.json index df563ee8fff..557c7151d96 100644 --- a/erpnext/selling/doctype/customer/customer.json +++ b/erpnext/selling/doctype/customer/customer.json @@ -25,6 +25,8 @@ "territory", "tax_id", "tax_category", + "so_required", + "dn_required", "disabled", "is_internal_customer", "represents_company", @@ -465,13 +467,25 @@ "fieldtype": "Table", "label": "Credit Limit", "options": "Customer Credit Limit" + }, + { + "default": "0", + "fieldname": "so_required", + "fieldtype": "Check", + "label": "Allow Sales Invoice Creation Without Sales Order" + }, + { + "default": "0", + "fieldname": "dn_required", + "fieldtype": "Check", + "label": "Allow Sales Invoice Creation Without Delivery Note" } ], "icon": "fa fa-user", "idx": 363, "image_field": "image", "links": [], - "modified": "2020-01-29 20:36:37.879581", + "modified": "2020-03-17 11:03:42.706907", "modified_by": "Administrator", "module": "Selling", "name": "Customer", diff --git a/erpnext/selling/doctype/customer/customer.py b/erpnext/selling/doctype/customer/customer.py index 02667e8c233..50e719f02e8 100644 --- a/erpnext/selling/doctype/customer/customer.py +++ b/erpnext/selling/doctype/customer/customer.py @@ -150,7 +150,7 @@ class Customer(TransactionBase): contact.save() else: - lead.lead_name = lead.lead_name.split(" ") + lead.lead_name = lead.lead_name.lstrip().split(" ") lead.first_name = lead.lead_name[0] lead.last_name = " ".join(lead.lead_name[1:]) diff --git a/erpnext/selling/doctype/quotation/quotation.py b/erpnext/selling/doctype/quotation/quotation.py index b79c91cef19..7cfec5a046a 100644 --- a/erpnext/selling/doctype/quotation/quotation.py +++ b/erpnext/selling/doctype/quotation/quotation.py @@ -155,6 +155,11 @@ def _make_sales_order(source_name, target_doc=None, ignore_permissions=False): def update_item(obj, target, source_parent): target.stock_qty = flt(obj.qty) * flt(obj.conversion_factor) + if obj.against_blanket_order: + target.against_blanket_order = obj.against_blanket_order + target.blanket_order = obj.blanket_order + target.blanket_order_rate = obj.blanket_order_rate + doclist = get_mapped_doc("Quotation", source_name, { "Quotation": { "doctype": "Sales Order", @@ -188,12 +193,23 @@ def _make_sales_order(source_name, target_doc=None, ignore_permissions=False): return doclist def set_expired_status(): - frappe.db.sql(""" - UPDATE - `tabQuotation` SET `status` = 'Expired' - WHERE - `status` not in ('Ordered', 'Expired', 'Lost', 'Cancelled') AND `valid_till` < %s - """, (nowdate())) + # filter out submitted non expired quotations whose validity has been ended + cond = "qo.docstatus = 1 and qo.status != 'Expired' and qo.valid_till < %s" + # check if those QUO have SO against it + so_against_quo = """ + SELECT + so.name FROM `tabSales Order` so, `tabSales Order Item` so_item + WHERE + so_item.docstatus = 1 and so.docstatus = 1 + and so_item.parent = so.name + and so_item.prevdoc_docname = qo.name""" + + # if not exists any SO, set status as Expired + frappe.db.sql( + """UPDATE `tabQuotation` qo SET qo.status = 'Expired' WHERE {cond} and not exists({so_against_quo})""" + .format(cond=cond, so_against_quo=so_against_quo), + (nowdate()) + ) @frappe.whitelist() def make_sales_invoice(source_name, target_doc=None): diff --git a/erpnext/selling/doctype/quotation_item/quotation_item.json b/erpnext/selling/doctype/quotation_item/quotation_item.json index 3ff5555e827..d50397cfad4 100644 --- a/erpnext/selling/doctype/quotation_item/quotation_item.json +++ b/erpnext/selling/doctype/quotation_item/quotation_item.json @@ -55,6 +55,9 @@ "weight_uom", "reference", "warehouse", + "against_blanket_order", + "blanket_order", + "blanket_order_rate", "column_break_30", "prevdoc_doctype", "prevdoc_docname", @@ -573,12 +576,38 @@ "fieldname": "image_section", "fieldtype": "Section Break", "label": "Image" + }, + { + "depends_on": "eval:doc.against_blanket_order", + "fieldname": "blanket_order", + "fieldtype": "Link", + "label": "Blanket Order", + "no_copy": 1, + "options": "Blanket Order", + "print_hide": 1 + }, + { + "depends_on": "eval:doc.against_blanket_order", + "fieldname": "blanket_order_rate", + "fieldtype": "Currency", + "label": "Blanket Order Rate", + "no_copy": 1, + "print_hide": 1, + "read_only": 1 + }, + { + "default": "0", + "fieldname": "against_blanket_order", + "fieldtype": "Check", + "label": "Against Blanket Order", + "no_copy": 1, + "print_hide": 1 } ], "idx": 1, "istable": 1, "links": [], - "modified": "2020-03-05 14:18:58.783751", + "modified": "2020-03-30 18:40:28.782720", "modified_by": "Administrator", "module": "Selling", "name": "Quotation Item", diff --git a/erpnext/selling/doctype/sales_order/sales_order.js b/erpnext/selling/doctype/sales_order/sales_order.js index 61aa608dd36..45a43c5e7e9 100644 --- a/erpnext/selling/doctype/sales_order/sales_order.js +++ b/erpnext/selling/doctype/sales_order/sales_order.js @@ -65,15 +65,6 @@ frappe.ui.form.on("Sales Order", { } }); - frm.set_query("blanket_order", "items", function() { - return { - filters: { - "company": frm.doc.company, - "docstatus": 1 - } - } - }); - erpnext.queries.setup_warehouse_query(frm); }, @@ -149,8 +140,13 @@ erpnext.selling.SalesOrderController = erpnext.selling.SellingController.extend( this.frm.add_custom_button(__('Pick List'), () => this.create_pick_list(), __('Create')); + const order_is_a_sale = ["Sales", "Shopping Cart"].indexOf(doc.order_type) !== -1; + const order_is_maintenance = ["Maintenance"].indexOf(doc.order_type) !== -1; + // order type has been customised then show all the action buttons + const order_is_a_custom_sale = ["Sales", "Shopping Cart", "Maintenance"].indexOf(doc.order_type) === -1; + // delivery note - if(flt(doc.per_delivered, 6) < 100 && ["Sales", "Shopping Cart"].indexOf(doc.order_type)!==-1 && allow_delivery) { + if(flt(doc.per_delivered, 6) < 100 && (order_is_a_sale || order_is_a_custom_sale) && allow_delivery) { this.frm.add_custom_button(__('Delivery Note'), () => this.make_delivery_note_based_on_delivery_date(), __('Create')); this.frm.add_custom_button(__('Work Order'), () => this.make_work_order(), __('Create')); } @@ -161,8 +157,7 @@ erpnext.selling.SalesOrderController = erpnext.selling.SellingController.extend( } // material request - if(!doc.order_type || ["Sales", "Shopping Cart"].indexOf(doc.order_type)!==-1 - && flt(doc.per_delivered, 6) < 100) { + if(!doc.order_type || (order_is_a_sale || order_is_a_custom_sale) && flt(doc.per_delivered, 6) < 100) { this.frm.add_custom_button(__('Material Request'), () => this.make_material_request(), __('Create')); this.frm.add_custom_button(__('Request for Raw Materials'), () => this.make_raw_material_request(), __('Create')); } @@ -171,14 +166,13 @@ erpnext.selling.SalesOrderController = erpnext.selling.SellingController.extend( this.frm.add_custom_button(__('Purchase Order'), () => this.make_purchase_order(), __('Create')); // maintenance - if(flt(doc.per_delivered, 2) < 100 && - ["Sales", "Shopping Cart"].indexOf(doc.order_type)===-1) { + if(flt(doc.per_delivered, 2) < 100 && (order_is_maintenance || order_is_a_custom_sale)) { this.frm.add_custom_button(__('Maintenance Visit'), () => this.make_maintenance_visit(), __('Create')); this.frm.add_custom_button(__('Maintenance Schedule'), () => this.make_maintenance_schedule(), __('Create')); } // project - if(flt(doc.per_delivered, 2) < 100 && ["Sales", "Shopping Cart"].indexOf(doc.order_type)!==-1 && allow_delivery) { + if(flt(doc.per_delivered, 2) < 100 && (order_is_a_sale || order_is_a_custom_sale) && allow_delivery) { this.frm.add_custom_button(__('Project'), () => this.make_project(), __('Create')); } diff --git a/erpnext/selling/doctype/sales_order/sales_order.json b/erpnext/selling/doctype/sales_order/sales_order.json index 54e87f7a3b5..6462d3bc8c3 100644 --- a/erpnext/selling/doctype/sales_order/sales_order.json +++ b/erpnext/selling/doctype/sales_order/sales_order.json @@ -60,9 +60,9 @@ "base_total", "base_net_total", "column_break_33", + "total_net_weight", "total", "net_total", - "total_net_weight", "taxes_section", "tax_category", "column_break_38", @@ -1196,7 +1196,7 @@ "idx": 105, "is_submittable": 1, "links": [], - "modified": "2019-12-30 19:15:28.605085", + "modified": "2020-04-17 12:50:39.640534", "modified_by": "Administrator", "module": "Selling", "name": "Sales Order", diff --git a/erpnext/selling/doctype/sales_order/sales_order.py b/erpnext/selling/doctype/sales_order/sales_order.py index ef2d19ac546..05e4aa892b0 100755 --- a/erpnext/selling/doctype/sales_order/sales_order.py +++ b/erpnext/selling/doctype/sales_order/sales_order.py @@ -1036,7 +1036,7 @@ def create_pick_list(source_name, target_doc=None): }, }, target_doc) - doc.purpose = 'Delivery against Sales Order' + doc.purpose = 'Delivery' doc.set_item_locations() diff --git a/erpnext/selling/page/point_of_sale/point_of_sale.js b/erpnext/selling/page/point_of_sale/point_of_sale.js index df487833a8c..7011cf9804b 100644 --- a/erpnext/selling/page/point_of_sale/point_of_sale.js +++ b/erpnext/selling/page/point_of_sale/point_of_sale.js @@ -287,7 +287,7 @@ erpnext.pos.PointOfSale = class PointOfSale { if (in_list(['serial_no', 'batch_no'], field)) { args[field] = value; } - + // add to cur_frm const item = this.frm.add_child('items', args); frappe.flags.hide_serial_batch_dialog = true; @@ -1176,7 +1176,7 @@ class POSCart { return `
+ data-batch-no="${batch_no}" title="Item: ${item.item_name} Available Qty: ${item.actual_qty} ${item.stock_uom}">
${item.item_name}
diff --git a/erpnext/selling/page/point_of_sale/point_of_sale.py b/erpnext/selling/page/point_of_sale/point_of_sale.py index 17136e04723..dfa0f7f2dbf 100644 --- a/erpnext/selling/page/point_of_sale/point_of_sale.py +++ b/erpnext/selling/page/point_of_sale/point_of_sale.py @@ -37,20 +37,33 @@ def get_items(start, page_length, price_list, item_group, search_value="", pos_p lft, rgt = frappe.db.get_value('Item Group', item_group, ['lft', 'rgt']) # locate function is used to sort by closest match from the beginning of the value - result = [] - items_data = frappe.db.sql(""" SELECT name as item_code, - item_name, image as item_image, idx as idx,is_stock_item + items_data = frappe.db.sql(""" + SELECT + name AS item_code, + item_name, + stock_uom, + image AS item_image, + idx AS idx, + is_stock_item FROM `tabItem` WHERE - disabled = 0 and has_variants = 0 and is_sales_item = 1 - and item_group in (select name from `tabItem Group` where lft >= {lft} and rgt <= {rgt}) - and {condition} order by idx desc limit {start}, {page_length}""" + disabled = 0 + AND has_variants = 0 + AND is_sales_item = 1 + AND item_group in (SELECT name FROM `tabItem Group` WHERE lft >= {lft} AND rgt <= {rgt}) + AND {condition} + ORDER BY + idx desc + LIMIT + {start}, {page_length}""" .format( - start=start, page_length=page_length, - lft=lft, rgt=rgt, + start=start, + page_length=page_length, + lft=lft, + rgt=rgt, condition=condition ), as_dict=1) diff --git a/erpnext/selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.py b/erpnext/selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.py index 4509904249f..aa57665a815 100644 --- a/erpnext/selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.py +++ b/erpnext/selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.py @@ -4,7 +4,7 @@ from __future__ import unicode_literals import frappe from frappe import _ -from frappe.utils import getdate, cint +from frappe.utils import getdate, cint, cstr import calendar def execute(filters=None): @@ -48,15 +48,16 @@ def execute(filters=None): new = new_customers_in.get(key, [0,0.0]) repeat = repeat_customers_in.get(key, [0,0.0]) - out.append([year, calendar.month_name[month], + out.append([cstr(year), calendar.month_name[month], new[0], repeat[0], new[0] + repeat[0], new[1], repeat[1], new[1] + repeat[1]]) return [ - _("Year"), _("Month"), - _("New Customers") + ":Int", - _("Repeat Customers") + ":Int", - _("Total") + ":Int", + _("Year") + "::100", + _("Month") + "::100", + _("New Customers") + ":Int:100", + _("Repeat Customers") + ":Int:100", + _("Total") + ":Int:100", _("New Customer Revenue") + ":Currency:150", _("Repeat Customer Revenue") + ":Currency:150", _("Total Revenue") + ":Currency:150" diff --git a/erpnext/selling/sales_common.js b/erpnext/selling/sales_common.js index af100692c6f..095b7c3dffa 100644 --- a/erpnext/selling/sales_common.js +++ b/erpnext/selling/sales_common.js @@ -228,9 +228,15 @@ erpnext.selling.SellingController = erpnext.TransactionController.extend({ warehouse: function(doc, cdt, cdn) { var me = this; var item = frappe.get_doc(cdt, cdn); + + if (item.serial_no && item.qty === item.serial_no.split(`\n`).length) { + return; + } + if (item.serial_no && !item.batch_no) { item.serial_no = null; } + var has_batch_no; frappe.db.get_value('Item', {'item_code': item.item_code}, 'has_batch_no', (r) => { has_batch_no = r && r.has_batch_no; diff --git a/erpnext/setup/desk_page/erpnext_settings/erpnext_settings.json b/erpnext/setup/desk_page/erpnext_settings/erpnext_settings.json index ac0a4b21fb3..253d711b322 100644 --- a/erpnext/setup/desk_page/erpnext_settings/erpnext_settings.json +++ b/erpnext/setup/desk_page/erpnext_settings/erpnext_settings.json @@ -12,7 +12,7 @@ "idx": 0, "is_standard": 1, "label": "ERPNext Settings", - "modified": "2020-03-12 18:03:17.126782", + "modified": "2020-04-01 11:28:51.400851", "modified_by": "Administrator", "module": "Setup", "name": "ERPNext Settings", @@ -22,89 +22,89 @@ "shortcuts": [ { "icon": "octicon octicon-rocket", - "is_query_report": 0, + "label": "Projects Settings", "link_to": "Projects Settings", "type": "DocType" }, { "icon": "octicon octicon-repo", - "is_query_report": 0, + "label": "Accounts Settings", "link_to": "Accounts Settings", "type": "DocType" }, { "icon": "octicon octicon-package", - "is_query_report": 0, + "label": "Stock Settings", "link_to": "Stock Settings", "type": "DocType" }, { "icon": "octicon octicon-organization", - "is_query_report": 0, + "label": "HR Settings", "link_to": "HR Settings", "type": "DocType" }, { "icon": "octicon octicon-tag", - "is_query_report": 0, + "label": "Selling Settings", "link_to": "Selling Settings", "type": "DocType" }, { "icon": "octicon octicon-briefcase", - "is_query_report": 0, + "label": "Buying Settings", "link_to": "Buying Settings", "type": "DocType" }, { "icon": "fa fa-life-ring", - "is_query_report": 0, + "label": "Support Settings", "link_to": "Support Settings", "type": "DocType" }, { "icon": "fa fa-shopping-cart", - "is_query_report": 0, + "label": "Shopping Cart Settings", "link_to": "Shopping Cart Settings", "type": "DocType" }, { "icon": "fa fa-globe", - "is_query_report": 0, + "label": "Portal Settings", "link_to": "Portal Settings", "type": "DocType" }, { "icon": "octicon octicon-tools", - "is_query_report": 0, + "label": "Manufacturing Settings", "link_to": "Manufacturing Settings", "restrict_to_domain": "Manufacturing", "type": "DocType" }, { "icon": "octicon octicon-mortar-board", - "is_query_report": 0, + "label": "Education Settings", "link_to": "Education Settings", "restrict_to_domain": "Education", "type": "DocType" }, { "icon": "fa fa-bed", - "is_query_report": 0, + "label": "Hotel Settings", "link_to": "Hotel Settings", "restrict_to_domain": "Hospitality", "type": "DocType" }, { "icon": "fa fa-heartbeat", - "is_query_report": 0, + "label": "Healthcare Settings", "link_to": "Healthcare Settings", "restrict_to_domain": "Healthcare", "type": "DocType" }, { "icon": "fa fa-cog", - "is_query_report": 0, + "label": "Domain Settings", "link_to": "Domain Settings", "type": "DocType" } diff --git a/erpnext/setup/desk_page/getting_started/getting_started.json b/erpnext/setup/desk_page/getting_started/getting_started.json index b045b5d083d..63d8984c405 100644 --- a/erpnext/setup/desk_page/getting_started/getting_started.json +++ b/erpnext/setup/desk_page/getting_started/getting_started.json @@ -1,40 +1,49 @@ { "cards": [ { - "links": "[\n {\n \"label\": \"Patient\",\n \"name\": \"Patient\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Diagnosis\",\n \"name\": \"Diagnosis\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "Healthcare" + "hidden": 0, + "label": "Healthcare", + "links": "[\n {\n \"label\": \"Patient\",\n \"name\": \"Patient\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Diagnosis\",\n \"name\": \"Diagnosis\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Crop\",\n \"name\": \"Crop\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Crop Cycle\",\n \"name\": \"Crop Cycle\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Location\",\n \"name\": \"Location\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fertilizer\",\n \"name\": \"Fertilizer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "Agriculture" + "hidden": 0, + "label": "Agriculture", + "links": "[\n {\n \"label\": \"Crop\",\n \"name\": \"Crop\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Crop Cycle\",\n \"name\": \"Crop Cycle\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Location\",\n \"name\": \"Location\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fertilizer\",\n \"name\": \"Fertilizer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Warehouse\",\n \"name\": \"Warehouse\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Brand\",\n \"name\": \"Brand\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Unit of Measure (UOM)\",\n \"name\": \"UOM\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Stock Reconciliation\",\n \"name\": \"Stock Reconciliation\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "Stock" + "hidden": 0, + "label": "Education", + "links": "[\n {\n \"label\": \"Student\",\n \"name\": \"Student\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course\",\n \"name\": \"Course\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Instructor\",\n \"name\": \"Instructor\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Room\",\n \"name\": \"Room\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Employee\",\n \"name\": \"Employee\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"hide_count\": true,\n \"label\": \"Employee Attendance Tool\",\n \"name\": \"Employee Attendance Tool\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Salary Structure\",\n \"name\": \"Salary Structure\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "Human Resources" + "hidden": 0, + "label": "Non Profit", + "links": "[\n {\n \"description\": \"Member information.\",\n \"label\": \"Member\",\n \"name\": \"Member\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Volunteer information.\",\n \"label\": \"Volunteer\",\n \"name\": \"Volunteer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Chapter information.\",\n \"label\": \"Chapter\",\n \"name\": \"Chapter\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Donor information.\",\n \"label\": \"Donor\",\n \"name\": \"Donor\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Database of potential customers.\",\n \"label\": \"Lead\",\n \"name\": \"Lead\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Customer Group Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Customer Group\",\n \"link\": \"Tree/Customer Group\",\n \"name\": \"Customer Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Territory Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Territory\",\n \"link\": \"Tree/Territory\",\n \"name\": \"Territory\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "CRM" + "hidden": 0, + "label": "Stock", + "links": "[\n {\n \"label\": \"Warehouse\",\n \"name\": \"Warehouse\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Brand\",\n \"name\": \"Brand\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Unit of Measure (UOM)\",\n \"name\": \"UOM\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Stock Reconciliation\",\n \"name\": \"Stock Reconciliation\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Customer database.\",\n \"label\": \"Customer\",\n \"name\": \"Customer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Supplier database.\",\n \"label\": \"Supplier\",\n \"name\": \"Supplier\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Company (not Customer or Supplier) master.\",\n \"label\": \"Company\",\n \"name\": \"Company\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of financial accounts.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Chart of Accounts\",\n \"name\": \"Account\",\n \"onboard\": 1,\n \"route\": \"#Tree/Account\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Create Opening Sales and Purchase Invoices\",\n \"label\": \"Opening Invoice Creation Tool\",\n \"name\": \"Opening Invoice Creation Tool\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "Accounting" + "hidden": 0, + "label": "Human Resources", + "links": "[\n {\n \"label\": \"Employee\",\n \"name\": \"Employee\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"hide_count\": true,\n \"label\": \"Employee Attendance Tool\",\n \"name\": \"Employee Attendance Tool\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Salary Structure\",\n \"name\": \"Salary Structure\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Student\",\n \"name\": \"Student\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course\",\n \"name\": \"Course\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Instructor\",\n \"name\": \"Instructor\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Room\",\n \"name\": \"Room\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "Education" + "hidden": 0, + "label": "CRM", + "links": "[\n {\n \"description\": \"Database of potential customers.\",\n \"label\": \"Lead\",\n \"name\": \"Lead\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Customer Group Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Customer Group\",\n \"link\": \"Tree/Customer Group\",\n \"name\": \"Customer Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Territory Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Territory\",\n \"link\": \"Tree/Territory\",\n \"name\": \"Territory\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Import Data from CSV / Excel files.\",\n \"icon\": \"octicon octicon-cloud-upload\",\n \"label\": \"Import Data\",\n \"name\": \"Data Import\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Import Chart Of Accounts from CSV / Excel files\",\n \"labe\": \"Chart Of Accounts Importer\",\n \"label\": \"Chart of Accounts Importer\",\n \"name\": \"Chart of Accounts Importer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Letter Heads for print templates.\",\n \"label\": \"Letter Head\",\n \"name\": \"Letter Head\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Add / Manage Email Accounts.\",\n \"label\": \"Email Account\",\n \"name\": \"Email Account\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "Data Import and Settings" + "hidden": 0, + "label": "Accounting", + "links": "[\n {\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Customer database.\",\n \"label\": \"Customer\",\n \"name\": \"Customer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Supplier database.\",\n \"label\": \"Supplier\",\n \"name\": \"Supplier\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Company (not Customer or Supplier) master.\",\n \"label\": \"Company\",\n \"name\": \"Company\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of financial accounts.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Chart of Accounts\",\n \"name\": \"Account\",\n \"onboard\": 1,\n \"route\": \"#Tree/Account\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Create Opening Sales and Purchase Invoices\",\n \"label\": \"Opening Invoice Creation Tool\",\n \"name\": \"Opening Invoice Creation Tool\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Member information.\",\n \"label\": \"Member\",\n \"name\": \"Member\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Volunteer information.\",\n \"label\": \"Volunteer\",\n \"name\": \"Volunteer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Chapter information.\",\n \"label\": \"Chapter\",\n \"name\": \"Chapter\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Donor information.\",\n \"label\": \"Donor\",\n \"name\": \"Donor\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]", - "title": "Non Profit" + "hidden": 0, + "label": "Data Import and Settings", + "links": "[\n {\n \"description\": \"Import Data from CSV / Excel files.\",\n \"icon\": \"octicon octicon-cloud-upload\",\n \"label\": \"Import Data\",\n \"name\": \"Data Import\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Import Chart Of Accounts from CSV / Excel files\",\n \"labe\": \"Chart Of Accounts Importer\",\n \"label\": \"Chart of Accounts Importer\",\n \"name\": \"Chart of Accounts Importer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Letter Heads for print templates.\",\n \"label\": \"Letter Head\",\n \"name\": \"Letter Head\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Add / Manage Email Accounts.\",\n \"label\": \"Email Account\",\n \"name\": \"Email Account\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]" } ], "category": "Modules", @@ -54,7 +63,7 @@ "idx": 0, "is_standard": 1, "label": "Getting Started", - "modified": "2020-03-23 11:20:49.161823", + "modified": "2020-04-01 11:30:19.763099", "modified_by": "Administrator", "module": "Setup", "name": "Getting Started", @@ -63,32 +72,32 @@ "pin_to_top": 1, "shortcuts": [ { - "is_query_report": 0, + "label": "Item", "link_to": "Item", "type": "DocType" }, { - "is_query_report": 0, + "label": "Customer", "link_to": "Customer", "type": "DocType" }, { - "is_query_report": 0, + "label": "Supplier", "link_to": "Supplier", "type": "DocType" }, { - "is_query_report": 0, + "label": "Sales Invoice", "link_to": "Sales Invoice", "type": "DocType" }, { - "is_query_report": 0, + "label": "Dashboard", "link_to": "dashboard", "type": "Page" }, { - "is_query_report": 0, + "label": "Leaderboard", "link_to": "leaderboard", "type": "Page" } diff --git a/erpnext/setup/doctype/company/company.py b/erpnext/setup/doctype/company/company.py index 956deef9287..8bcaa287072 100644 --- a/erpnext/setup/doctype/company/company.py +++ b/erpnext/setup/doctype/company/company.py @@ -16,6 +16,7 @@ from frappe.utils.nestedset import NestedSet from past.builtins import cmp import functools +from erpnext.accounts.doctype.account.account import get_account_currency class Company(NestedSet): nsm_parent_field = 'parent_company' @@ -73,18 +74,22 @@ class Company(NestedSet): def validate_default_accounts(self): accounts = [ - "default_bank_account", "default_cash_account", - "default_receivable_account", "default_payable_account", - "default_expense_account", "default_income_account", - "stock_received_but_not_billed", "stock_adjustment_account", - "expenses_included_in_valuation", "default_payroll_payable_account" + ["Default Bank Account", "default_bank_account"], ["Default Cash Account", "default_cash_account"], + ["Default Receivable Account", "default_receivable_account"], ["Default Payable Account", "default_payable_account"], + ["Default Expense Account", "default_expense_account"], ["Default Income Account", "default_income_account"], + ["Stock Received But Not Billed Account", "stock_received_but_not_billed"], ["Stock Adjustment Account", "stock_adjustment_account"], + ["Expense Included In Valuation Account", "expenses_included_in_valuation"], ["Default Payroll Payable Account", "default_payroll_payable_account"] ] - for field in accounts: - if self.get(field): - for_company = frappe.db.get_value("Account", self.get(field), "company") + for account in accounts: + if self.get(account[1]): + for_company = frappe.db.get_value("Account", self.get(account[1]), "company") if for_company != self.name: - frappe.throw(_("Account {0} does not belong to company: {1}").format(self.get(field), self.name)) + frappe.throw(_("Account {0} does not belong to company: {1}").format(self.get(account[1]), self.name)) + + if get_account_currency(self.get(account[1])) != self.default_currency: + frappe.throw(_("""{0} currency must be same as company's default currency. + Please select another account""").format(frappe.bold(account[0]))) def validate_currency(self): if self.is_new(): diff --git a/erpnext/setup/setup_wizard/operations/install_fixtures.py b/erpnext/setup/setup_wizard/operations/install_fixtures.py index ebd7b509396..e4986e36b7b 100644 --- a/erpnext/setup/setup_wizard/operations/install_fixtures.py +++ b/erpnext/setup/setup_wizard/operations/install_fixtures.py @@ -8,9 +8,11 @@ import frappe, os, json from frappe import _ from frappe.desk.page.setup_wizard.setup_wizard import make_records from frappe.utils import cstr, getdate -from erpnext.accounts.doctype.account.account import RootNotEditable from frappe.desk.doctype.global_search_settings.global_search_settings import update_global_search_doctypes +from erpnext.accounts.doctype.account.account import RootNotEditable +from erpnext.regional.address_template.setup import set_up_address_templates + default_lead_sources = ["Existing Customer", "Reference", "Advertisement", "Cold Calling", "Exhibition", "Supplier Reference", "Mass Mailing", "Customer's Vendor", "Campaign", "Walk In"] @@ -30,7 +32,7 @@ def install(country=None): { 'doctype': 'Domain', 'domain': 'Agriculture'}, { 'doctype': 'Domain', 'domain': 'Non Profit'}, - # address template + # ensure at least an empty Address Template exists for this Country {'doctype':"Address Template", "country": country}, # item group @@ -269,12 +271,11 @@ def install(country=None): # Records for the Supplier Scorecard from erpnext.buying.doctype.supplier_scorecard.supplier_scorecard import make_default_records + make_default_records() - make_records(records) - + set_up_address_templates(default_country=country) set_more_defaults() - update_global_search_doctypes() # path = frappe.get_app_path('erpnext', 'regional', frappe.scrub(country)) diff --git a/erpnext/shopping_cart/cart.py b/erpnext/shopping_cart/cart.py index 1dac9bd162b..e11e1bb5dcd 100644 --- a/erpnext/shopping_cart/cart.py +++ b/erpnext/shopping_cart/cart.py @@ -38,14 +38,14 @@ def get_cart_quotation(doc=None): addresses = get_address_docs(party=party) if not doc.customer_address and addresses: - update_cart_address("customer_address", addresses[0].name) + update_cart_address("billing", addresses[0].name) return { "doc": decorate_quotation_doc(doc), "shipping_addresses": [{"name": address.name, "display": address.display} - for address in addresses], + for address in addresses if address.address_type == "Shipping"], "billing_addresses": [{"name": address.name, "display": address.display} - for address in addresses], + for address in addresses if address.address_type == "Billing"], "shipping_rules": get_applicable_shipping_rules(party), "cart_settings": frappe.get_cached_doc("Shopping Cart Settings") } @@ -64,6 +64,9 @@ def place_order(): # company used to create customer accounts frappe.defaults.set_user_default("company", quotation.company) + if not (quotation.shipping_address_name or quotation.customer_address): + frappe.throw(_("Set Shipping Address or Billing Address")) + from erpnext.selling.doctype.quotation.quotation import _make_sales_order sales_order = frappe.get_doc(_make_sales_order(quotation.name, ignore_permissions=True)) sales_order.payment_schedule = [] @@ -194,21 +197,18 @@ def get_terms_and_conditions(terms_name): return frappe.db.get_value('Terms and Conditions', terms_name, 'terms') @frappe.whitelist() -def update_cart_address(address_fieldname, address_name): +def update_cart_address(address_type, address_name): quotation = _get_cart_quotation() address_display = get_address_display(frappe.get_doc("Address", address_name).as_dict()) - if address_fieldname == "shipping_address_name": - quotation.shipping_address_name = address_name - quotation.shipping_address = address_display - - if not quotation.customer_address: - address_fieldname == "customer_address" - - if address_fieldname == "customer_address": + if address_type.lower() == "billing": quotation.customer_address = address_name quotation.address_display = address_display - + quotation.shipping_address_name == quotation.shipping_address_name or address_name + elif address_type.lower() == "shipping": + quotation.shipping_address_name = address_name + quotation.shipping_address = address_display + quotation.customer_address == quotation.customer_address or address_name apply_cart_settings(quotation=quotation) diff --git a/erpnext/stock/dashboard/item_dashboard.js b/erpnext/stock/dashboard/item_dashboard.js index 1bfa2cf56c6..9bd03d45cbb 100644 --- a/erpnext/stock/dashboard/item_dashboard.js +++ b/erpnext/stock/dashboard/item_dashboard.js @@ -108,8 +108,8 @@ erpnext.stock.ItemDashboard = Class.extend({ if (context.data.length > 0) { $(frappe.render_template('item_dashboard_list', context)).appendTo(this.result); } else { - var message = __(" Currently no stock available in any warehouse") - $(""+message+"").appendTo(this.result); + var message = __("Currently no stock available in any warehouse"); + $(` ${message} `).appendTo(this.result); } }, get_item_dashboard_data: function(data, max_count, show_item) { diff --git a/erpnext/stock/desk_page/stock/stock.json b/erpnext/stock/desk_page/stock/stock.json index 779e61f81a5..38475a6f269 100644 --- a/erpnext/stock/desk_page/stock/stock.json +++ b/erpnext/stock/desk_page/stock/stock.json @@ -1,40 +1,44 @@ { "cards": [ { - "links": "[\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Stock Entry\",\n \"name\": \"Stock Entry\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"label\": \"Delivery Note\",\n \"name\": \"Delivery Note\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"label\": \"Purchase Receipt\",\n \"name\": \"Purchase Receipt\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Material Request\",\n \"name\": \"Material Request\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Pick List\",\n \"name\": \"Pick List\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Delivery Trip\",\n \"name\": \"Delivery Trip\",\n \"type\": \"doctype\"\n }\n]", - "title": "Stock Transactions" + "hidden": 0, + "label": "Stock Transactions", + "links": "[\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Stock Entry\",\n \"name\": \"Stock Entry\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"label\": \"Delivery Note\",\n \"name\": \"Delivery Note\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"label\": \"Purchase Receipt\",\n \"name\": \"Purchase Receipt\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Material Request\",\n \"name\": \"Material Request\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Pick List\",\n \"name\": \"Pick List\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Delivery Trip\",\n \"name\": \"Delivery Trip\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Stock Ledger Entry\",\n \"is_query_report\": true,\n \"label\": \"Stock Ledger\",\n \"name\": \"Stock Ledger\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Stock Ledger Entry\",\n \"is_query_report\": true,\n \"label\": \"Stock Balance\",\n \"name\": \"Stock Balance\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Stock Projected Qty\",\n \"name\": \"Stock Projected Qty\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Stock Summary\",\n \"name\": \"stock-balance\",\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Stock Ageing\",\n \"name\": \"Stock Ageing\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Item Price Stock\",\n \"name\": \"Item Price Stock\",\n \"type\": \"report\"\n }\n]", - "title": "Stock Reports" + "hidden": 0, + "label": "Stock Reports", + "links": "[\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Stock Ledger Entry\",\n \"is_query_report\": true,\n \"label\": \"Stock Ledger\",\n \"name\": \"Stock Ledger\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Stock Ledger Entry\",\n \"is_query_report\": true,\n \"label\": \"Stock Balance\",\n \"name\": \"Stock Balance\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Stock Projected Qty\",\n \"name\": \"Stock Projected Qty\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Stock Summary\",\n \"name\": \"stock-balance\",\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Stock Ageing\",\n \"name\": \"Stock Ageing\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Item Price Stock\",\n \"name\": \"Item Price Stock\",\n \"type\": \"report\"\n }\n]" }, { - "icon": "fa fa-cog", - "links": "[\n {\n \"label\": \"Stock Settings\",\n \"name\": \"Stock Settings\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Warehouse\",\n \"name\": \"Warehouse\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Unit of Measure (UOM)\",\n \"name\": \"UOM\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Brand\",\n \"name\": \"Brand\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Attribute\",\n \"name\": \"Item Attribute\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Variant Settings\",\n \"name\": \"Item Variant Settings\",\n \"type\": \"doctype\"\n }\n]", - "title": "Settings" + "hidden": 0, + "label": "Settings", + "links": "[\n {\n \"label\": \"Stock Settings\",\n \"name\": \"Stock Settings\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Warehouse\",\n \"name\": \"Warehouse\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Unit of Measure (UOM)\",\n \"name\": \"UOM\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Brand\",\n \"name\": \"Brand\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Attribute\",\n \"name\": \"Item Attribute\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Variant Settings\",\n \"name\": \"Item Variant Settings\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Product Bundle\",\n \"name\": \"Product Bundle\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Item Group\",\n \"link\": \"Tree/Item Group\",\n \"name\": \"Item Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Price List\",\n \"name\": \"Price List\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Price\",\n \"name\": \"Item Price\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Shipping Rule\",\n \"name\": \"Shipping Rule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Pricing Rule\",\n \"name\": \"Pricing Rule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Alternative\",\n \"name\": \"Item Alternative\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Manufacturer\",\n \"name\": \"Item Manufacturer\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Variant Settings\",\n \"name\": \"Item Variant Settings\",\n \"type\": \"doctype\"\n }\n]", - "title": "Items and Pricing" + "hidden": 0, + "label": "Items and Pricing", + "links": "[\n {\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Product Bundle\",\n \"name\": \"Product Bundle\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Item Group\",\n \"link\": \"Tree/Item Group\",\n \"name\": \"Item Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Price List\",\n \"name\": \"Price List\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Price\",\n \"name\": \"Item Price\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Shipping Rule\",\n \"name\": \"Shipping Rule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Pricing Rule\",\n \"name\": \"Pricing Rule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Alternative\",\n \"name\": \"Item Alternative\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Manufacturer\",\n \"name\": \"Item Manufacturer\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Item Variant Settings\",\n \"name\": \"Item Variant Settings\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Serial No\",\n \"name\": \"Serial No\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Batch\",\n \"name\": \"Batch\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Installation Note\",\n \"name\": \"Installation Note\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Serial No\"\n ],\n \"doctype\": \"Serial No\",\n \"label\": \"Serial No Service Contract Expiry\",\n \"name\": \"Serial No Service Contract Expiry\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Serial No\"\n ],\n \"doctype\": \"Serial No\",\n \"label\": \"Serial No Status\",\n \"name\": \"Serial No Status\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Serial No\"\n ],\n \"doctype\": \"Serial No\",\n \"label\": \"Serial No Warranty Expiry\",\n \"name\": \"Serial No Warranty Expiry\",\n \"type\": \"report\"\n }\n]", - "title": "Serial No and Batch" + "hidden": 0, + "label": "Serial No and Batch", + "links": "[\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Serial No\",\n \"name\": \"Serial No\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Batch\",\n \"name\": \"Batch\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Installation Note\",\n \"name\": \"Installation Note\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Serial No\"\n ],\n \"doctype\": \"Serial No\",\n \"label\": \"Serial No Service Contract Expiry\",\n \"name\": \"Serial No Service Contract Expiry\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Serial No\"\n ],\n \"doctype\": \"Serial No\",\n \"label\": \"Serial No Status\",\n \"name\": \"Serial No Status\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Serial No\"\n ],\n \"doctype\": \"Serial No\",\n \"label\": \"Serial No Warranty Expiry\",\n \"name\": \"Serial No Warranty Expiry\",\n \"type\": \"report\"\n }\n]" }, { - "icon": "fa fa-wrench", - "links": "[\n {\n \"label\": \"Stock Reconciliation\",\n \"name\": \"Stock Reconciliation\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Landed Cost Voucher\",\n \"name\": \"Landed Cost Voucher\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Packing Slip\",\n \"name\": \"Packing Slip\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quality Inspection\",\n \"name\": \"Quality Inspection\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quality Inspection Template\",\n \"name\": \"Quality Inspection Template\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quick Stock Balance\",\n \"name\": \"Quick Stock Balance\",\n \"type\": \"doctype\"\n }\n]", - "title": "Tools" + "hidden": 0, + "label": "Tools", + "links": "[\n {\n \"label\": \"Stock Reconciliation\",\n \"name\": \"Stock Reconciliation\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Landed Cost Voucher\",\n \"name\": \"Landed Cost Voucher\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Packing Slip\",\n \"name\": \"Packing Slip\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quality Inspection\",\n \"name\": \"Quality Inspection\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quality Inspection Template\",\n \"name\": \"Quality Inspection Template\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quick Stock Balance\",\n \"name\": \"Quick Stock Balance\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-table", - "links": "[\n {\n \"dependencies\": [\n \"Item Price\"\n ],\n \"doctype\": \"Item Price\",\n \"is_query_report\": false,\n \"label\": \"Item-wise Price List Rate\",\n \"name\": \"Item-wise Price List Rate\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Stock Entry\"\n ],\n \"doctype\": \"Stock Entry\",\n \"is_query_report\": true,\n \"label\": \"Stock Analytics\",\n \"name\": \"Stock Analytics\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Delivery Note\"\n ],\n \"doctype\": \"Delivery Note\",\n \"is_query_report\": true,\n \"label\": \"Delivery Note Trends\",\n \"name\": \"Delivery Note Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Receipt\"\n ],\n \"doctype\": \"Purchase Receipt\",\n \"is_query_report\": true,\n \"label\": \"Purchase Receipt Trends\",\n \"name\": \"Purchase Receipt Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Delivery Note\"\n ],\n \"doctype\": \"Delivery Note\",\n \"is_query_report\": true,\n \"label\": \"Ordered Items To Be Delivered\",\n \"name\": \"Ordered Items To Be Delivered\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Receipt\"\n ],\n \"doctype\": \"Purchase Receipt\",\n \"is_query_report\": true,\n \"label\": \"Purchase Order Items To Be Received\",\n \"name\": \"Purchase Order Items To Be Received\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Bin\"\n ],\n \"doctype\": \"Bin\",\n \"is_query_report\": true,\n \"label\": \"Item Shortage Report\",\n \"name\": \"Item Shortage Report\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Batch\"\n ],\n \"doctype\": \"Batch\",\n \"is_query_report\": true,\n \"label\": \"Batch-Wise Balance History\",\n \"name\": \"Batch-Wise Balance History\",\n \"type\": \"report\"\n }\n]", - "title": "Key Reports" + "hidden": 0, + "label": "Key Reports", + "links": "[\n {\n \"dependencies\": [\n \"Item Price\"\n ],\n \"doctype\": \"Item Price\",\n \"is_query_report\": false,\n \"label\": \"Item-wise Price List Rate\",\n \"name\": \"Item-wise Price List Rate\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Stock Entry\"\n ],\n \"doctype\": \"Stock Entry\",\n \"is_query_report\": true,\n \"label\": \"Stock Analytics\",\n \"name\": \"Stock Analytics\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Delivery Note\"\n ],\n \"doctype\": \"Delivery Note\",\n \"is_query_report\": true,\n \"label\": \"Delivery Note Trends\",\n \"name\": \"Delivery Note Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Receipt\"\n ],\n \"doctype\": \"Purchase Receipt\",\n \"is_query_report\": true,\n \"label\": \"Purchase Receipt Trends\",\n \"name\": \"Purchase Receipt Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Delivery Note\"\n ],\n \"doctype\": \"Delivery Note\",\n \"is_query_report\": true,\n \"label\": \"Ordered Items To Be Delivered\",\n \"name\": \"Ordered Items To Be Delivered\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Receipt\"\n ],\n \"doctype\": \"Purchase Receipt\",\n \"is_query_report\": true,\n \"label\": \"Purchase Order Items To Be Received\",\n \"name\": \"Purchase Order Items To Be Received\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Bin\"\n ],\n \"doctype\": \"Bin\",\n \"is_query_report\": true,\n \"label\": \"Item Shortage Report\",\n \"name\": \"Item Shortage Report\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Batch\"\n ],\n \"doctype\": \"Batch\",\n \"is_query_report\": true,\n \"label\": \"Batch-Wise Balance History\",\n \"name\": \"Batch-Wise Balance History\",\n \"type\": \"report\"\n }\n]" }, { - "icon": "fa fa-list", - "links": "[\n {\n \"dependencies\": [\n \"Material Request\"\n ],\n \"doctype\": \"Material Request\",\n \"is_query_report\": true,\n \"label\": \"Requested Items To Be Transferred\",\n \"name\": \"Requested Items To Be Transferred\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Stock Ledger Entry\"\n ],\n \"doctype\": \"Stock Ledger Entry\",\n \"is_query_report\": true,\n \"label\": \"Batch Item Expiry Status\",\n \"name\": \"Batch Item Expiry Status\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Price List\"\n ],\n \"doctype\": \"Price List\",\n \"is_query_report\": true,\n \"label\": \"Item Prices\",\n \"name\": \"Item Prices\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Itemwise Recommended Reorder Level\",\n \"name\": \"Itemwise Recommended Reorder Level\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Item Variant Details\",\n \"name\": \"Item Variant Details\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Order\"\n ],\n \"doctype\": \"Purchase Order\",\n \"is_query_report\": true,\n \"label\": \"Subcontracted Raw Materials To Be Transferred\",\n \"name\": \"Subcontracted Raw Materials To Be Transferred\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Order\"\n ],\n \"doctype\": \"Purchase Order\",\n \"is_query_report\": true,\n \"label\": \"Subcontracted Item To Be Received\",\n \"name\": \"Subcontracted Item To Be Received\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Stock Ledger Entry\"\n ],\n \"doctype\": \"Stock Ledger Entry\",\n \"is_query_report\": true,\n \"label\": \"Stock and Account Value Comparison\",\n \"name\": \"Stock and Account Value Comparison\",\n \"type\": \"report\"\n }\n]", - "title": "Other Reports" + "hidden": 0, + "label": "Other Reports", + "links": "[\n {\n \"dependencies\": [\n \"Material Request\"\n ],\n \"doctype\": \"Material Request\",\n \"is_query_report\": true,\n \"label\": \"Requested Items To Be Transferred\",\n \"name\": \"Requested Items To Be Transferred\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Stock Ledger Entry\"\n ],\n \"doctype\": \"Stock Ledger Entry\",\n \"is_query_report\": true,\n \"label\": \"Batch Item Expiry Status\",\n \"name\": \"Batch Item Expiry Status\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Price List\"\n ],\n \"doctype\": \"Price List\",\n \"is_query_report\": true,\n \"label\": \"Item Prices\",\n \"name\": \"Item Prices\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Itemwise Recommended Reorder Level\",\n \"name\": \"Itemwise Recommended Reorder Level\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Item Variant Details\",\n \"name\": \"Item Variant Details\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Order\"\n ],\n \"doctype\": \"Purchase Order\",\n \"is_query_report\": true,\n \"label\": \"Subcontracted Raw Materials To Be Transferred\",\n \"name\": \"Subcontracted Raw Materials To Be Transferred\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Order\"\n ],\n \"doctype\": \"Purchase Order\",\n \"is_query_report\": true,\n \"label\": \"Subcontracted Item To Be Received\",\n \"name\": \"Subcontracted Item To Be Received\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Stock Ledger Entry\"\n ],\n \"doctype\": \"Stock Ledger Entry\",\n \"is_query_report\": true,\n \"label\": \"Stock and Account Value Comparison\",\n \"name\": \"Stock and Account Value Comparison\",\n \"type\": \"report\"\n }\n]" } ], "category": "Modules", @@ -49,7 +53,7 @@ "idx": 0, "is_standard": 1, "label": "Stock", - "modified": "2020-03-12 16:30:39.881667", + "modified": "2020-04-01 11:28:51.148421", "modified_by": "Administrator", "module": "Stock", "name": "Stock", @@ -58,27 +62,27 @@ "pin_to_top": 0, "shortcuts": [ { - "is_query_report": 0, + "label": "Item", "link_to": "Item", "type": "DocType" }, { - "is_query_report": 0, + "label": "Pricing Rule", "link_to": "Pricing Rule", "type": "DocType" }, { - "is_query_report": 0, + "label": "Stock Entry", "link_to": "Stock Entry", "type": "DocType" }, { - "is_query_report": 0, + "label": "Stock Ledger", "link_to": "Stock Ledger", "type": "Report" }, { - "is_query_report": 0, + "label": "Stock Balance", "link_to": "Stock Balance", "type": "Report" } diff --git a/erpnext/stock/doctype/batch/batch.json b/erpnext/stock/doctype/batch/batch.json index e6d4e9d8b1b..1eb457734e0 100644 --- a/erpnext/stock/doctype/batch/batch.json +++ b/erpnext/stock/doctype/batch/batch.json @@ -1,554 +1,194 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, "allow_import": 1, - "allow_rename": 0, "autoname": "field:batch_id", - "beta": 0, "creation": "2013-03-05 14:50:38", - "custom": 0, - "docstatus": 0, "doctype": "DocType", "document_type": "Setup", - "editable_grid": 0, "engine": "InnoDB", + "field_order": [ + "sb_disabled", + "disabled", + "sb_batch", + "batch_id", + "item", + "item_name", + "image", + "parent_batch", + "manufacturing_date", + "column_break_3", + "batch_qty", + "stock_uom", + "expiry_date", + "source", + "supplier", + "column_break_9", + "reference_doctype", + "reference_name", + "section_break_7", + "description" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, + "default": "0", + "fieldname": "disabled", + "fieldtype": "Check", + "label": "Disabled" + }, + { "depends_on": "eval:doc.__islocal", "fieldname": "batch_id", "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, "label": "Batch ID", - "length": 0, "no_copy": 1, "oldfieldname": "batch_id", "oldfieldtype": "Data", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, "unique": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "item", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, "in_standard_filter": 1, "label": "Item", - "length": 0, - "no_copy": 0, "oldfieldname": "item", "oldfieldtype": "Link", "options": "Item", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "reqd": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "image", "fieldtype": "Attach Image", "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "image", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "image" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "depends_on": "eval:doc.parent_batch", "fieldname": "parent_batch", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Parent Batch", - "length": 0, - "no_copy": 0, "options": "Batch", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_3", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "disabled", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Disabled", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "default": "Today", "fieldname": "manufacturing_date", "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Manufacturing Date", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Manufacturing Date" + }, + { + "fieldname": "column_break_3", + "fieldtype": "Column Break" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "expiry_date", "fieldtype": "Date", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Expiry Date", - "length": 0, - "no_copy": 0, "oldfieldname": "expiry_date", - "oldfieldtype": "Date", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "oldfieldtype": "Date" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "source", "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Source", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Source" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "supplier", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Supplier", - "length": 0, - "no_copy": 0, "options": "Supplier", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "column_break_9", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldtype": "Column Break" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "reference_doctype", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Source Document Type", - "length": 0, - "no_copy": 0, "options": "DocType", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "reference_name", "fieldtype": "Dynamic Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Source Document Name", - "length": 0, - "no_copy": 0, "options": "reference_doctype", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "read_only": 1 }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "section_break_7", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldtype": "Section Break" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "description", "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Batch Description", - "length": 0, - "no_copy": 0, "oldfieldname": "description", "oldfieldtype": "Small Text", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0, "width": "300px" + }, + { + "fieldname": "sb_disabled", + "fieldtype": "Section Break" + }, + { + "fieldname": "sb_batch", + "fieldtype": "Section Break", + "label": "Batch Details" + }, + { + "fetch_from": "item.item_name", + "fieldname": "item_name", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Item Name", + "read_only": 1 + }, + { + "fieldname": "batch_qty", + "fieldtype": "Float", + "in_list_view": 1, + "label": "Batch Quantity", + "read_only": 1 + }, + { + "fetch_from": "item.stock_uom", + "fieldname": "stock_uom", + "fieldtype": "Link", + "label": "Batch UOM", + "options": "UOM", + "read_only": 1 } ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, "icon": "fa fa-archive", "idx": 1, "image_field": "image", - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, "max_attachments": 5, - "modified": "2018-08-29 06:28:57.985997", + "modified": "2019-10-03 22:38:45.104056", "modified_by": "Administrator", "module": "Stock", "name": "Batch", "owner": "harshada@webnotestech.com", "permissions": [ { - "amend": 0, - "cancel": 0, "create": 1, "delete": 1, "email": 1, "export": 1, - "if_owner": 0, "import": 1, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Item Manager", "set_user_permissions": 1, "share": 1, - "submit": 0, "write": 1 } ], "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, + "sort_field": "modified", "sort_order": "DESC", - "title_field": "item", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 + "title_field": "batch_id" } \ No newline at end of file diff --git a/erpnext/stock/doctype/batch/batch_dashboard.py b/erpnext/stock/doctype/batch/batch_dashboard.py new file mode 100644 index 00000000000..eb6a97ecfd8 --- /dev/null +++ b/erpnext/stock/doctype/batch/batch_dashboard.py @@ -0,0 +1,27 @@ +from __future__ import unicode_literals + +from frappe import _ + + +def get_data(): + return { + 'fieldname': 'batch_no', + 'transactions': [ + { + 'label': _('Buy'), + 'items': ['Purchase Invoice', 'Purchase Receipt'] + }, + { + 'label': _('Sell'), + 'items': ['Sales Invoice', 'Delivery Note'] + }, + { + 'label': _('Move'), + 'items': ['Stock Entry'] + }, + { + 'label': _('Quality'), + 'items': ['Quality Inspection'] + } + ] + } diff --git a/erpnext/stock/doctype/batch/batch_list.js b/erpnext/stock/doctype/batch/batch_list.js index 7ee81aa7e9f..d4f74c3a217 100644 --- a/erpnext/stock/doctype/batch/batch_list.js +++ b/erpnext/stock/doctype/batch/batch_list.js @@ -1,12 +1,14 @@ frappe.listview_settings['Batch'] = { - add_fields: ["item", "expiry_date"], - get_indicator: function(doc) { - if(doc.expiry_date && frappe.datetime.get_diff(doc.expiry_date, frappe.datetime.nowdate()) <= 0) { - return [__("Expired"), "red", "expiry_date,>=,Today"] - } else if(doc.expiry_date) { - return [__("Not Expired"), "green", "expiry_date,<,Today"] + add_fields: ["item", "expiry_date", "batch_qty", "disabled"], + get_indicator: (doc) => { + if (doc.disabled) { + return [__("Disabled"), "darkgrey", "disabled,=,1"]; + } else if (!doc.batch_qty) { + return [__("Empty"), "darkgrey", "batch_qty,=,0|disabled,=,0"]; + } else if (doc.expiry_date && frappe.datetime.get_diff(doc.expiry_date, frappe.datetime.nowdate()) <= 0) { + return [__("Expired"), "red", "expiry_date,not in,|expiry_date,<=,Today|batch_qty,>,0|disabled,=,0"] } else { - return ["Not Set", "darkgrey", ""]; - } + return [__("Active"), "green", "batch_qty,>,0|disabled,=,0"]; + }; } }; diff --git a/erpnext/stock/doctype/batch/test_batch.py b/erpnext/stock/doctype/batch/test_batch.py index 32445a618d1..1fce5046f91 100644 --- a/erpnext/stock/doctype/batch/test_batch.py +++ b/erpnext/stock/doctype/batch/test_batch.py @@ -7,7 +7,7 @@ from frappe.exceptions import ValidationError import unittest from erpnext.stock.doctype.batch.batch import get_batch_qty, UnableToSelectBatchError, get_batch_no -from frappe.utils import cint +from frappe.utils import cint, flt from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory class TestBatch(unittest.TestCase): @@ -35,12 +35,13 @@ class TestBatch(unittest.TestCase): receipt = frappe.get_doc(dict( doctype='Purchase Receipt', supplier='_Test Supplier', + company='_Test Company', items=[ dict( item_code='ITEM-BATCH-1', qty=batch_qty, rate=10, - warehouse= 'Stores - WP' + warehouse= 'Stores - _TC' ) ] )).insert() @@ -175,6 +176,18 @@ class TestBatch(unittest.TestCase): self.assertEqual(get_batch_qty('batch a', '_Test Warehouse - _TC'), 90) + def test_total_batch_qty(self): + self.make_batch_item('ITEM-BATCH-3') + existing_batch_qty = flt(frappe.db.get_value("Batch", "B100", "batch_qty")) + stock_entry = self.make_new_batch_and_entry('ITEM-BATCH-3', 'B100', '_Test Warehouse - _TC') + + current_batch_qty = flt(frappe.db.get_value("Batch", "B100", "batch_qty")) + self.assertEqual(current_batch_qty, existing_batch_qty + 90) + + stock_entry.cancel() + current_batch_qty = flt(frappe.db.get_value("Batch", "B100", "batch_qty")) + self.assertEqual(current_batch_qty, existing_batch_qty) + @classmethod def make_new_batch_and_entry(cls, item_name, batch_name, warehouse): '''Make a new stock entry for given target warehouse and batch name of item''' @@ -208,6 +221,8 @@ class TestBatch(unittest.TestCase): stock_entry.insert() stock_entry.submit() + return stock_entry + def test_batch_name_with_naming_series(self): stock_settings = frappe.get_single('Stock Settings') use_naming_series = cint(stock_settings.use_naming_series) diff --git a/erpnext/stock/doctype/delivery_note/delivery_note.json b/erpnext/stock/doctype/delivery_note/delivery_note.json index 6f9d83d6749..9f5dee901ce 100644 --- a/erpnext/stock/doctype/delivery_note/delivery_note.json +++ b/erpnext/stock/doctype/delivery_note/delivery_note.json @@ -66,9 +66,9 @@ "base_total", "base_net_total", "column_break_33", + "total_net_weight", "total", "net_total", - "total_net_weight", "taxes_section", "tax_category", "column_break_39", @@ -1256,7 +1256,7 @@ "idx": 146, "is_submittable": 1, "links": [], - "modified": "2019-12-31 19:17:13.122644", + "modified": "2020-04-17 12:51:41.288600", "modified_by": "Administrator", "module": "Stock", "name": "Delivery Note", diff --git a/erpnext/stock/doctype/delivery_note/delivery_note.py b/erpnext/stock/doctype/delivery_note/delivery_note.py index 30d82ca415d..dc96e7bd493 100644 --- a/erpnext/stock/doctype/delivery_note/delivery_note.py +++ b/erpnext/stock/doctype/delivery_note/delivery_note.py @@ -112,7 +112,6 @@ class DeliveryNote(SellingController): self.so_required() self.validate_proj_cust() self.check_sales_order_on_hold_or_close("against_sales_order") - self.validate_for_items() self.validate_warehouse() self.validate_uom_is_integer("stock_uom", "stock_qty") self.validate_uom_is_integer("uom", "qty") @@ -166,12 +165,6 @@ class DeliveryNote(SellingController): if not res: frappe.throw(_("Customer {0} does not belong to project {1}").format(self.customer, self.project)) - def validate_for_items(self): - for d in self.get('items'): - #Customer Provided parts will have zero valuation rate - if frappe.db.get_value('Item', d.item_code, 'is_customer_provided_item'): - d.allow_zero_valuation_rate = 1 - def validate_warehouse(self): super(DeliveryNote, self).validate_warehouse() diff --git a/erpnext/stock/doctype/delivery_note/regional/india.js b/erpnext/stock/doctype/delivery_note/regional/india.js index 0c1ca5caaa8..5e1ff980009 100644 --- a/erpnext/stock/doctype/delivery_note/regional/india.js +++ b/erpnext/stock/doctype/delivery_note/regional/india.js @@ -3,21 +3,28 @@ erpnext.setup_auto_gst_taxation('Delivery Note'); frappe.ui.form.on('Delivery Note', { - refresh: function(frm) { - if(frm.doc.docstatus == 1 && !frm.is_dirty() && !frm.doc.ewaybill) { + refresh: function(frm) { + if(frm.doc.docstatus == 1 && !frm.is_dirty() && !frm.doc.ewaybill) { frm.add_custom_button('E-Way Bill JSON', () => { - var w = window.open( - frappe.urllib.get_full_url( - "/api/method/erpnext.regional.india.utils.generate_ewb_json?" - + "dt=" + encodeURIComponent(frm.doc.doctype) - + "&dn=" + encodeURIComponent(frm.doc.name) - ) - ); - if (!w) { - frappe.msgprint(__("Please enable pop-ups")); return; - } + frappe.call({ + method: 'erpnext.regional.india.utils.generate_ewb_json', + args: { + 'dt': frm.doc.doctype, + 'dn': [frm.doc.name] + }, + callback: function(r) { + if (r.message) { + const args = { + cmd: 'erpnext.regional.india.utils.download_ewb_json', + data: r.message, + docname: frm.doc.name + }; + open_url_post(frappe.request.url, args); + } + } + }); }, __("Create")); } - } + } }) diff --git a/erpnext/stock/doctype/delivery_note/test_delivery_note.py b/erpnext/stock/doctype/delivery_note/test_delivery_note.py index dc92c5c9ff2..d7a93fb6917 100644 --- a/erpnext/stock/doctype/delivery_note/test_delivery_note.py +++ b/erpnext/stock/doctype/delivery_note/test_delivery_note.py @@ -21,6 +21,7 @@ from erpnext.stock.doctype.stock_reconciliation.test_stock_reconciliation \ from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order, create_dn_against_so from erpnext.accounts.doctype.account.test_account import get_inventory_account, create_account from erpnext.stock.doctype.warehouse.test_warehouse import get_warehouse +from erpnext.stock.doctype.item.test_item import create_item class TestDeliveryNote(unittest.TestCase): def setUp(self): @@ -671,7 +672,7 @@ def create_delivery_note(**args): "item_code": args.item or args.item_code or "_Test Item", "warehouse": args.warehouse or "_Test Warehouse - _TC", "qty": args.qty or 1, - "rate": args.rate or 100, + "rate": args.rate if args.get("rate") is not None else 100, "conversion_factor": 1.0, "allow_zero_valuation_rate": args.allow_zero_valuation_rate or 1, "expense_account": args.expense_account or "Cost of Goods Sold - _TC", diff --git a/erpnext/stock/doctype/delivery_trip/delivery_trip.js b/erpnext/stock/doctype/delivery_trip/delivery_trip.js index a025f06711b..a6fbb66aa2b 100755 --- a/erpnext/stock/doctype/delivery_trip/delivery_trip.js +++ b/erpnext/stock/doctype/delivery_trip/delivery_trip.js @@ -95,8 +95,6 @@ frappe.ui.form.on('Delivery Trip', { }; }, - }, - optimize_route: function (frm) { if (!frm.doc.driver_address) { frappe.throw(__("Cannot Optimize Route as Driver Address is Missing.")); diff --git a/erpnext/stock/doctype/item/item.json b/erpnext/stock/doctype/item/item.json index aa6b2fedd7c..7d2e3112fb3 100644 --- a/erpnext/stock/doctype/item/item.json +++ b/erpnext/stock/doctype/item/item.json @@ -114,6 +114,8 @@ "is_sub_contracted_item", "column_break_74", "customer_code", + "default_item_manufacturer", + "default_manufacturer_part_no", "website_section", "show_in_website", "show_variant_in_website", @@ -1038,6 +1040,18 @@ "fieldname": "auto_create_assets", "fieldtype": "Check", "label": "Auto Create Assets on Purchase" + }, + { + "fieldname": "default_item_manufacturer", + "fieldtype": "Data", + "label": "Default Item Manufacturer", + "read_only": 1 + }, + { + "fieldname": "default_manufacturer_part_no", + "fieldtype": "Data", + "label": "Default Manufacturer Part No", + "read_only": 1 } ], "has_web_view": 1, @@ -1046,7 +1060,7 @@ "image_field": "image", "links": [], "max_attachments": 1, - "modified": "2020-03-24 16:14:36.950677", + "modified": "2020-04-07 15:56:06.195722", "modified_by": "Administrator", "module": "Stock", "name": "Item", diff --git a/erpnext/stock/doctype/item/item.py b/erpnext/stock/doctype/item/item.py index e2e84c47473..c62b3ab583d 100644 --- a/erpnext/stock/doctype/item/item.py +++ b/erpnext/stock/doctype/item/item.py @@ -101,6 +101,7 @@ class Item(WebsiteGenerator): self.add_default_uom_in_conversion_factor_table() self.validate_conversion_factor() self.validate_item_type() + self.validate_naming_series() self.check_for_active_boms() self.fill_customer_code() self.check_item_tax() @@ -186,7 +187,7 @@ class Item(WebsiteGenerator): or frappe.db.get_single_value('Stock Settings', 'default_warehouse')) if default_warehouse: warehouse_company = frappe.db.get_value("Warehouse", default_warehouse, "company") - + if not default_warehouse or warehouse_company != default.company: default_warehouse = frappe.db.get_value('Warehouse', {'warehouse_name': _('Stores'), 'company': default.company}) @@ -307,7 +308,7 @@ class Item(WebsiteGenerator): if self.retain_sample and not frappe.db.get_single_value('Stock Settings', 'sample_retention_warehouse'): frappe.throw(_("Please select Sample Retention Warehouse in Stock Settings first")) if self.retain_sample and not self.has_batch_no: - frappe.throw(_(" {0} Retain Sample is based on batch, please check Has Batch No to retain sample of item").format( + frappe.throw(_("{0} Retain Sample is based on batch, please check Has Batch No to retain sample of item").format( self.item_code)) def get_context(self, context): @@ -522,6 +523,13 @@ class Item(WebsiteGenerator): if self.has_serial_no == 0 and self.serial_no_series: self.serial_no_series = None + def validate_naming_series(self): + for field in ["serial_no_series", "batch_number_series"]: + series = self.get(field) + if series and "#" in series and "." not in series: + frappe.throw(_("Invalid naming series (. missing) for {0}") + .format(frappe.bold(self.meta.get_field(field).label))) + def check_for_active_boms(self): if self.default_bom: bom_item = frappe.db.get_value("BOM", self.default_bom, "item") @@ -1007,8 +1015,6 @@ def get_last_purchase_details(item_code, doc_name=None, conversion_rate=1.0): order by pr.posting_date desc, pr.posting_time desc, pr.name desc limit 1""", (item_code, cstr(doc_name)), as_dict=1) - - purchase_order_date = getdate(last_purchase_order and last_purchase_order[0].transaction_date or "1900-01-01") purchase_receipt_date = getdate(last_purchase_receipt and @@ -1016,7 +1022,7 @@ def get_last_purchase_details(item_code, doc_name=None, conversion_rate=1.0): if last_purchase_order and (purchase_order_date >= purchase_receipt_date or not last_purchase_receipt): # use purchase order - + last_purchase = last_purchase_order[0] purchase_date = purchase_order_date @@ -1036,7 +1042,7 @@ def get_last_purchase_details(item_code, doc_name=None, conversion_rate=1.0): "discount_percentage": flt(last_purchase.discount_percentage), "purchase_date": purchase_date }) - + conversion_rate = flt(conversion_rate) or 1.0 out.update({ diff --git a/erpnext/stock/doctype/item_manufacturer/item_manufacturer.json b/erpnext/stock/doctype/item_manufacturer/item_manufacturer.json index 956c92e6738..0cef6eafaef 100644 --- a/erpnext/stock/doctype/item_manufacturer/item_manufacturer.json +++ b/erpnext/stock/doctype/item_manufacturer/item_manufacturer.json @@ -1,4 +1,5 @@ { + "actions": [], "allow_import": 1, "creation": "2019-06-02 04:41:37.332911", "doctype": "DocType", @@ -10,7 +11,8 @@ "manufacturer_part_no", "column_break_3", "item_name", - "description" + "description", + "is_default" ], "fields": [ { @@ -52,9 +54,17 @@ "fieldtype": "Small Text", "label": "Description", "read_only": 1 + }, + { + "default": "0", + "fieldname": "is_default", + "fieldtype": "Check", + "in_list_view": 1, + "label": "Is Default" } ], - "modified": "2019-06-06 19:07:31.175919", + "links": [], + "modified": "2020-04-07 20:25:55.507905", "modified_by": "Administrator", "module": "Stock", "name": "Item Manufacturer", diff --git a/erpnext/stock/doctype/item_manufacturer/item_manufacturer.py b/erpnext/stock/doctype/item_manufacturer/item_manufacturer.py index 67eab82d970..c27d1be7892 100644 --- a/erpnext/stock/doctype/item_manufacturer/item_manufacturer.py +++ b/erpnext/stock/doctype/item_manufacturer/item_manufacturer.py @@ -11,6 +11,10 @@ from frappe.model.document import Document class ItemManufacturer(Document): def validate(self): self.validate_duplicate_entry() + self.manage_default_item_manufacturer() + + def on_trash(self): + self.manage_default_item_manufacturer(delete=True) def validate_duplicate_entry(self): if self.is_new(): @@ -24,6 +28,40 @@ class ItemManufacturer(Document): frappe.throw(_("Duplicate entry against the item code {0} and manufacturer {1}") .format(self.item_code, self.manufacturer)) + def manage_default_item_manufacturer(self, delete=False): + from frappe.model.utils import set_default + + item = frappe.get_doc("Item", self.item_code) + default_manufacturer = item.default_item_manufacturer + default_part_no = item.default_manufacturer_part_no + + if not self.is_default: + # if unchecked and default in Item master, clear it. + if default_manufacturer == self.manufacturer and default_part_no == self.manufacturer_part_no: + frappe.db.set_value("Item", item.name, + { + "default_item_manufacturer": None, + "default_manufacturer_part_no": None + }) + + elif self.is_default: + set_default(self, "item_code") + manufacturer, manufacturer_part_no = default_manufacturer, default_part_no + + if delete: + manufacturer, manufacturer_part_no = None, None + + elif (default_manufacturer != self.manufacturer) or \ + (default_manufacturer == self.manufacturer and default_part_no != self.manufacturer_part_no): + manufacturer = self.manufacturer + manufacturer_part_no = self.manufacturer_part_no + + frappe.db.set_value("Item", item.name, + { + "default_item_manufacturer": manufacturer, + "default_manufacturer_part_no": manufacturer_part_no + }) + @frappe.whitelist() def get_item_manufacturer_part_no(item_code, manufacturer): return frappe.db.get_value("Item Manufacturer", diff --git a/erpnext/stock/doctype/material_request/material_request.js b/erpnext/stock/doctype/material_request/material_request.js index 6b26d383773..eb298a60aa3 100644 --- a/erpnext/stock/doctype/material_request/material_request.js +++ b/erpnext/stock/doctype/material_request/material_request.js @@ -12,18 +12,14 @@ frappe.ui.form.on('Material Request', { 'Purchase Order': 'Purchase Order', 'Request for Quotation': 'Request for Quotation', 'Supplier Quotation': 'Supplier Quotation', - 'Work Order': 'Work Order' + 'Work Order': 'Work Order', + 'Purchase Receipt': 'Purchase Receipt' }; // formatter for material request item frm.set_indicator_formatter('item_code', function(doc) { return (doc.qty<=doc.ordered_qty) ? "green" : "orange"; }); - frm.set_query("item_code", "items", function() { - return { - query: "erpnext.controllers.queries.item_query" - }; - }); }, onload: function(frm) { @@ -32,11 +28,20 @@ frappe.ui.form.on('Material Request', { // set schedule_date set_schedule_date(frm); - frm.fields_dict["items"].grid.get_field("warehouse").get_query = function(doc) { + + let filters = {'company': frm.doc.company} + + frm.set_query("warehouse", "items", function() { return { - filters: {'company': doc.company} + filters: filters }; - }; + }); + + frm.set_query("set_warehouse", function(){ + return { + filters: filters + }; + }); }, onload_post_render: function(frm) { @@ -134,18 +139,20 @@ frappe.ui.form.on('Material Request', { source_doctype: "Sales Order", target: frm, setters: { - company: frm.doc.company + customer: frm.doc.customer || undefined }, get_query_filters: { docstatus: 1, status: ["not in", ["Closed", "On Hold"]], per_delivered: ["<", 99.99], + company: frm.doc.company } }); }, get_item_data: function(frm, item) { - if (!item.item_code) return; + if (item && !item.item_code) { return; } + frm.call({ method: "erpnext.stock.get_item_details.get_item_details", child: item, @@ -186,46 +193,46 @@ frappe.ui.form.on('Material Request', { options:"BOM", reqd: 1, get_query: function() { return {filters: { docstatus:1 }}; }}, - {"fieldname":"warehouse", "fieldtype":"Link", "label":__("Warehouse"), + {"fieldname":"warehouse", "fieldtype":"Link", "label":__("For Warehouse"), options:"Warehouse", reqd: 1}, {"fieldname":"qty", "fieldtype":"Float", "label":__("Quantity"), reqd: 1, "default": 1}, {"fieldname":"fetch_exploded", "fieldtype":"Check", - "label":__("Fetch exploded BOM (including sub-assemblies)"), "default":1}, - {fieldname:"fetch", "label":__("Get Items from BOM"), "fieldtype":"Button"} - ] - }); - d.get_input("fetch").on("click", function() { - var values = d.get_values(); - if(!values) return; - values["company"] = frm.doc.company; - if(!frm.doc.company) frappe.throw(__("Company field is required")); - frappe.call({ - method: "erpnext.manufacturing.doctype.bom.bom.get_bom_items", - args: values, - callback: function(r) { - if (!r.message) { - frappe.throw(__("BOM does not contain any stock item")); - } else { - erpnext.utils.remove_empty_first_row(frm, "items"); - $.each(r.message, function(i, item) { - var d = frappe.model.add_child(cur_frm.doc, "Material Request Item", "items"); - d.item_code = item.item_code; - d.item_name = item.item_name; - d.description = item.description; - d.warehouse = values.warehouse; - d.uom = item.stock_uom; - d.stock_uom = item.stock_uom; - d.conversion_factor = 1; - d.qty = item.qty; - d.project = item.project; - }); + "label":__("Fetch exploded BOM (including sub-assemblies)"), "default":1} + ], + primary_action_label: 'Get Items', + primary_action(values) { + if(!values) return; + values["company"] = frm.doc.company; + if(!frm.doc.company) frappe.throw(__("Company field is required")); + frappe.call({ + method: "erpnext.manufacturing.doctype.bom.bom.get_bom_items", + args: values, + callback: function(r) { + if (!r.message) { + frappe.throw(__("BOM does not contain any stock item")); + } else { + erpnext.utils.remove_empty_first_row(frm, "items"); + $.each(r.message, function(i, item) { + var d = frappe.model.add_child(cur_frm.doc, "Material Request Item", "items"); + d.item_code = item.item_code; + d.item_name = item.item_name; + d.description = item.description; + d.warehouse = values.warehouse; + d.uom = item.stock_uom; + d.stock_uom = item.stock_uom; + d.conversion_factor = 1; + d.qty = item.qty; + d.project = item.project; + }); + } + d.hide(); + refresh_field("items"); } - d.hide(); - refresh_field("items"); - } - }); + }); + } }); + d.show(); }, @@ -252,7 +259,8 @@ frappe.ui.form.on('Material Request', { run_link_triggers: true }); }, - __('Enter Supplier') + __('Enter Supplier'), + __('Create') ) }, @@ -291,6 +299,7 @@ frappe.ui.form.on('Material Request', { args: { "material_request": frm.doc.name }, + freeze: true, callback: function(r) { if(r.message.length) { frm.reload_doc(); @@ -360,6 +369,22 @@ erpnext.buying.MaterialRequestController = erpnext.buying.BuyingController.exten set_schedule_date(this.frm); }, + onload: function(doc, cdt, cdn) { + this.frm.set_query("item_code", "items", function() { + if (doc.material_request_type == "Customer Provided") { + return{ + query: "erpnext.controllers.queries.item_query", + filters:{ 'customer': me.frm.doc.customer } + } + } else if (doc.material_request_type != "Manufacture") { + return{ + query: "erpnext.controllers.queries.item_query", + filters: {'is_purchase_item': 1} + } + } + }); + }, + items_add: function(doc, cdt, cdn) { var row = frappe.get_doc(cdt, cdn); if(doc.schedule_date) { diff --git a/erpnext/stock/doctype/material_request/material_request.json b/erpnext/stock/doctype/material_request/material_request.json index d0025d12ab0..536f5fa0ac5 100644 --- a/erpnext/stock/doctype/material_request/material_request.json +++ b/erpnext/stock/doctype/material_request/material_request.json @@ -1,9 +1,11 @@ { + "actions": [], "allow_import": 1, "autoname": "naming_series:", "creation": "2013-03-07 14:48:38", "doctype": "DocType", "document_type": "Document", + "engine": "InnoDB", "field_order": [ "type_section", "naming_series", @@ -14,6 +16,8 @@ "schedule_date", "company", "amended_from", + "warehouse_section", + "set_warehouse", "items_section", "scan_barcode", "items", @@ -66,7 +70,7 @@ "fieldtype": "Select", "in_list_view": 1, "in_standard_filter": 1, - "label": "Type", + "label": "Purpose", "options": "Purchase\nMaterial Transfer\nMaterial Issue\nManufacture\nCustomer Provided", "reqd": 1 }, @@ -85,7 +89,7 @@ "allow_on_submit": 1, "fieldname": "schedule_date", "fieldtype": "Date", - "label": "Required Date" + "label": "Required By" }, { "fieldname": "company", @@ -190,6 +194,7 @@ "width": "100px" }, { + "depends_on": "eval:doc.docstatus==1", "fieldname": "per_ordered", "fieldtype": "Percent", "label": "% Ordered", @@ -200,6 +205,7 @@ "read_only": 1 }, { + "depends_on": "eval:doc.docstatus==1", "fieldname": "per_received", "fieldtype": "Percent", "label": "% Received", @@ -270,12 +276,24 @@ "options": "Job Card", "print_hide": 1, "read_only": 1 + }, + { + "fieldname": "warehouse_section", + "fieldtype": "Section Break" + }, + { + "description": "Sets 'For Warehouse' in each row of the Items table.", + "fieldname": "set_warehouse", + "fieldtype": "Link", + "label": "Set Warehouse", + "options": "Warehouse" } ], "icon": "fa fa-ticket", "idx": 70, "is_submittable": 1, - "modified": "2019-04-29 11:45:07.570292", + "links": [], + "modified": "2020-03-02 20:21:09.990867", "modified_by": "Administrator", "module": "Stock", "name": "Material Request", diff --git a/erpnext/stock/doctype/material_request/material_request.py b/erpnext/stock/doctype/material_request/material_request.py index 285643d712c..739d7492caa 100644 --- a/erpnext/stock/doctype/material_request/material_request.py +++ b/erpnext/stock/doctype/material_request/material_request.py @@ -8,7 +8,7 @@ from __future__ import unicode_literals import frappe import json -from frappe.utils import cstr, flt, getdate, new_line_sep, nowdate, add_days +from frappe.utils import cstr, flt, getdate, new_line_sep, nowdate, add_days, get_link_to_form from frappe import msgprint, _ from frappe.model.mapper import get_mapped_doc from erpnext.stock.stock_balance import update_bin_qty, get_indented_qty @@ -175,12 +175,11 @@ class MaterialRequest(BuyingController): frappe.db.set_value(d.doctype, d.name, "ordered_qty", d.ordered_qty) - target_ref_field = 'qty' if self.material_request_type == "Manufacture" else 'stock_qty' self._update_percent_field({ "target_dt": "Material Request Item", "target_parent_dt": self.doctype, "target_parent_field": "per_ordered", - "target_ref_field": target_ref_field, + "target_ref_field": "stock_qty", "target_field": "ordered_qty", "name": self.name, }, update_modified) @@ -454,6 +453,9 @@ def make_stock_entry(source_name, target_doc=None): else: target.s_warehouse = obj.warehouse + if source_parent.material_request_type == "Customer Provided": + target.allow_zero_valuation_rate = 1 + def set_missing_values(source, target): target.purpose = source.material_request_type if source.job_card: @@ -471,7 +473,7 @@ def make_stock_entry(source_name, target_doc=None): "doctype": "Stock Entry", "validation": { "docstatus": ["=", 1], - "material_request_type": ["in", ["Material Transfer", "Material Issue"]] + "material_request_type": ["in", ["Material Transfer", "Material Issue", "Customer Provided"]] } }, "Material Request Item": { @@ -496,7 +498,7 @@ def raise_work_orders(material_request): default_wip_warehouse = frappe.db.get_single_value("Manufacturing Settings", "default_wip_warehouse") for d in mr.items: - if (d.qty - d.ordered_qty) >0: + if (d.stock_qty - d.ordered_qty) > 0: if frappe.db.exists("BOM", {"item": d.item_code, "is_default": 1}): wo_order = frappe.new_doc("Work Order") wo_order.update({ @@ -520,15 +522,22 @@ def raise_work_orders(material_request): work_orders.append(wo_order.name) else: - errors.append(_("Row {0}: Bill of Materials not found for the Item {1}").format(d.idx, d.item_code)) + errors.append(_("Row {0}: Bill of Materials not found for the Item {1}") + .format(d.idx, get_link_to_form("Item", d.item_code))) if work_orders: - message = ["""%s""" % \ - (p, p) for p in work_orders] - msgprint(_("The following Work Orders were created:") + '\n' + new_line_sep(message)) + work_orders_list = [get_link_to_form("Work Order", d) for d in work_orders] + + if len(work_orders) > 1: + msgprint(_("The following {0} were created: {1}") + .format(frappe.bold(_("Work Orders")), '
' + ', '.join(work_orders_list))) + else: + msgprint(_("The {0} {1} created sucessfully") + .format(frappe.bold(_("Work Order")), work_orders_list[0])) if errors: - frappe.throw(_("Productions Orders cannot be raised for:") + '\n' + new_line_sep(errors)) + frappe.throw(_("Work Order cannot be created for following reason:
{0}") + .format(new_line_sep(errors))) return work_orders diff --git a/erpnext/stock/doctype/material_request/material_request_dashboard.py b/erpnext/stock/doctype/material_request/material_request_dashboard.py index cbd64784c63..0e4fb7a6dd0 100644 --- a/erpnext/stock/doctype/material_request/material_request_dashboard.py +++ b/erpnext/stock/doctype/material_request/material_request_dashboard.py @@ -8,7 +8,12 @@ def get_data(): 'transactions': [ { 'label': _('Related'), - 'items': ['Request for Quotation', 'Supplier Quotation', 'Purchase Order', 'Stock Entry', 'Pick List'] + 'items': ['Request for Quotation', 'Supplier Quotation', 'Purchase Order'] + }, + { + 'label': _('Stock'), + 'items': ['Stock Entry', 'Purchase Receipt', 'Pick List'] + }, { 'label': _('Manufacturing'), diff --git a/erpnext/stock/doctype/material_request/test_material_request.py b/erpnext/stock/doctype/material_request/test_material_request.py index 79cdc1ad18a..19924b16363 100644 --- a/erpnext/stock/doctype/material_request/test_material_request.py +++ b/erpnext/stock/doctype/material_request/test_material_request.py @@ -7,7 +7,8 @@ from __future__ import unicode_literals import frappe, unittest, erpnext from frappe.utils import flt, today -from erpnext.stock.doctype.material_request.material_request import raise_work_orders +from erpnext.stock.doctype.material_request.material_request \ + import raise_work_orders, make_stock_entry, make_purchase_order, make_supplier_quotation from erpnext.stock.doctype.item.test_item import create_item class TestMaterialRequest(unittest.TestCase): @@ -15,8 +16,6 @@ class TestMaterialRequest(unittest.TestCase): erpnext.set_perpetual_inventory(0) def test_make_purchase_order(self): - from erpnext.stock.doctype.material_request.material_request import make_purchase_order - mr = frappe.copy_doc(test_records[0]).insert() self.assertRaises(frappe.ValidationError, make_purchase_order, @@ -30,8 +29,6 @@ class TestMaterialRequest(unittest.TestCase): self.assertEqual(len(po.get("items")), len(mr.get("items"))) def test_make_supplier_quotation(self): - from erpnext.stock.doctype.material_request.material_request import make_supplier_quotation - mr = frappe.copy_doc(test_records[0]).insert() self.assertRaises(frappe.ValidationError, make_supplier_quotation, mr.name) @@ -45,12 +42,9 @@ class TestMaterialRequest(unittest.TestCase): def test_make_stock_entry(self): - from erpnext.stock.doctype.material_request.material_request import make_stock_entry - mr = frappe.copy_doc(test_records[0]).insert() - self.assertRaises(frappe.ValidationError, make_stock_entry, - mr.name) + self.assertRaises(frappe.ValidationError, make_stock_entry, mr.name) mr = frappe.get_doc("Material Request", mr.name) mr.material_request_type = "Material Transfer" @@ -62,40 +56,40 @@ class TestMaterialRequest(unittest.TestCase): def _insert_stock_entry(self, qty1, qty2, warehouse = None ): se = frappe.get_doc({ - "company": "_Test Company", - "doctype": "Stock Entry", - "posting_date": "2013-03-01", - "posting_time": "00:00:00", - "purpose": "Material Receipt", - "items": [ - { - "conversion_factor": 1.0, - "doctype": "Stock Entry Detail", - "item_code": "_Test Item Home Desktop 100", - "parentfield": "items", - "basic_rate": 100, - "qty": qty1, - "stock_uom": "_Test UOM 1", - "transfer_qty": qty1, - "uom": "_Test UOM 1", - "t_warehouse": warehouse or "_Test Warehouse 1 - _TC", - "cost_center": "_Test Cost Center - _TC" - }, - { - "conversion_factor": 1.0, - "doctype": "Stock Entry Detail", - "item_code": "_Test Item Home Desktop 200", - "parentfield": "items", - "basic_rate": 100, - "qty": qty2, - "stock_uom": "_Test UOM 1", - "transfer_qty": qty2, - "uom": "_Test UOM 1", - "t_warehouse": warehouse or "_Test Warehouse 1 - _TC", - "cost_center": "_Test Cost Center - _TC" - } - ] - }) + "company": "_Test Company", + "doctype": "Stock Entry", + "posting_date": "2013-03-01", + "posting_time": "00:00:00", + "purpose": "Material Receipt", + "items": [ + { + "conversion_factor": 1.0, + "doctype": "Stock Entry Detail", + "item_code": "_Test Item Home Desktop 100", + "parentfield": "items", + "basic_rate": 100, + "qty": qty1, + "stock_uom": "_Test UOM 1", + "transfer_qty": qty1, + "uom": "_Test UOM 1", + "t_warehouse": warehouse or "_Test Warehouse 1 - _TC", + "cost_center": "_Test Cost Center - _TC" + }, + { + "conversion_factor": 1.0, + "doctype": "Stock Entry Detail", + "item_code": "_Test Item Home Desktop 200", + "parentfield": "items", + "basic_rate": 100, + "qty": qty2, + "stock_uom": "_Test UOM 1", + "transfer_qty": qty2, + "uom": "_Test UOM 1", + "t_warehouse": warehouse or "_Test Warehouse 1 - _TC", + "cost_center": "_Test Cost Center - _TC" + } + ] + }) se.set_stock_entry_type() se.insert() @@ -198,14 +192,7 @@ class TestMaterialRequest(unittest.TestCase): mr.insert() mr.submit() - # check if per complete is None - mr.load_from_db() - self.assertEqual(mr.per_ordered, 0) - self.assertEqual(mr.get("items")[0].ordered_qty, 0) - self.assertEqual(mr.get("items")[1].ordered_qty, 0) - # map a purchase order - from erpnext.stock.doctype.material_request.material_request import make_purchase_order po_doc = make_purchase_order(mr.name) po_doc.supplier = "_Test Supplier" po_doc.transaction_date = "2013-07-07" @@ -279,8 +266,6 @@ class TestMaterialRequest(unittest.TestCase): self.assertEqual(current_requested_qty_item1, existing_requested_qty_item1 + 54.0) self.assertEqual(current_requested_qty_item2, existing_requested_qty_item2 + 3.0) - from erpnext.stock.doctype.material_request.material_request import make_stock_entry - # map a stock entry se_doc = make_stock_entry(mr.name) se_doc.update({ @@ -357,14 +342,7 @@ class TestMaterialRequest(unittest.TestCase): mr.insert() mr.submit() - # check if per complete is None - mr.load_from_db() - self.assertEqual(mr.per_ordered, 0) - self.assertEqual(mr.get("items")[0].ordered_qty, 0) - self.assertEqual(mr.get("items")[1].ordered_qty, 0) - # map a stock entry - from erpnext.stock.doctype.material_request.material_request import make_stock_entry se_doc = make_stock_entry(mr.name) se_doc.update({ @@ -435,9 +413,6 @@ class TestMaterialRequest(unittest.TestCase): mr.insert() mr.submit() - # map a stock entry - from erpnext.stock.doctype.material_request.material_request import make_stock_entry - se_doc = make_stock_entry(mr.name) se_doc.update({ "posting_date": "2013-03-01", @@ -468,8 +443,6 @@ class TestMaterialRequest(unittest.TestCase): mr.insert() mr.submit() - # map a stock entry - from erpnext.stock.doctype.material_request.material_request import make_stock_entry se_doc = make_stock_entry(mr.name) self.assertEqual(se_doc.get("items")[0].s_warehouse, "_Test Warehouse - _TC") @@ -483,8 +456,6 @@ class TestMaterialRequest(unittest.TestCase): return flt(frappe.db.get_value("Bin", {"item_code": item_code, "warehouse": warehouse}, "indented_qty")) def test_make_stock_entry_for_material_issue(self): - from erpnext.stock.doctype.material_request.material_request import make_stock_entry - mr = frappe.copy_doc(test_records[0]).insert() self.assertRaises(frappe.ValidationError, make_stock_entry, @@ -503,8 +474,6 @@ class TestMaterialRequest(unittest.TestCase): return flt(frappe.db.get_value("Bin", {"item_code": "_Test Item Home Desktop 100", "warehouse": "_Test Warehouse - _TC"}, "indented_qty")) - from erpnext.stock.doctype.material_request.material_request import make_stock_entry - existing_requested_qty = _get_requested_qty() mr = frappe.copy_doc(test_records[0]) @@ -512,7 +481,7 @@ class TestMaterialRequest(unittest.TestCase): mr.submit() #testing bin value after material request is submitted - self.assertEqual(_get_requested_qty(), existing_requested_qty + 54.0) + self.assertEqual(_get_requested_qty(), existing_requested_qty - 54.0) # receive items to allow issue self._insert_stock_entry(60, 6, "_Test Warehouse - _TC") @@ -563,9 +532,37 @@ class TestMaterialRequest(unittest.TestCase): item_code= %s and warehouse= %s """, (mr.items[0].item_code, mr.items[0].warehouse))[0][0] self.assertEqual(requested_qty, new_requested_qty) - def test_multi_uom_for_purchase(self): - from erpnext.stock.doctype.material_request.material_request import make_purchase_order + def test_requested_qty_multi_uom(self): + existing_requested_qty = self._get_requested_qty('_Test FG Item', '_Test Warehouse - _TC') + mr = make_material_request(item_code='_Test FG Item', material_request_type='Manufacture', + uom="_Test UOM 1", conversion_factor=12) + + requested_qty = self._get_requested_qty('_Test FG Item', '_Test Warehouse - _TC') + + self.assertEqual(requested_qty, existing_requested_qty + 120) + + work_order = raise_work_orders(mr.name) + wo = frappe.get_doc("Work Order", work_order[0]) + wo.qty = 50 + wo.wip_warehouse = "_Test Warehouse 1 - _TC" + wo.submit() + + requested_qty = self._get_requested_qty('_Test FG Item', '_Test Warehouse - _TC') + self.assertEqual(requested_qty, existing_requested_qty + 70) + + wo.cancel() + + requested_qty = self._get_requested_qty('_Test FG Item', '_Test Warehouse - _TC') + self.assertEqual(requested_qty, existing_requested_qty + 120) + + mr.reload() + mr.cancel() + requested_qty = self._get_requested_qty('_Test FG Item', '_Test Warehouse - _TC') + self.assertEqual(requested_qty, existing_requested_qty) + + + def test_multi_uom_for_purchase(self): mr = frappe.copy_doc(test_records[0]) mr.material_request_type = 'Purchase' item = mr.items[0] @@ -607,8 +604,9 @@ class TestMaterialRequest(unittest.TestCase): self.assertEqual(mr.per_ordered, 100) def test_customer_provided_parts_mr(self): - from erpnext.stock.doctype.material_request.material_request import make_stock_entry create_item('CUST-0987', is_customer_provided_item = 1, customer = '_Test Customer', is_purchase_item = 0) + existing_requested_qty = self._get_requested_qty("_Test Customer", "_Test Warehouse - _TC") + mr = make_material_request(item_code='CUST-0987', material_request_type='Customer Provided') se = make_stock_entry(mr.name) se.insert() @@ -617,7 +615,10 @@ class TestMaterialRequest(unittest.TestCase): self.assertEqual(se.get("items")[0].material_request, mr.name) mr = frappe.get_doc("Material Request", mr.name) mr.submit() + current_requested_qty = self._get_requested_qty("_Test Customer", "_Test Warehouse - _TC") + self.assertEqual(mr.per_ordered, 100) + self.assertEqual(existing_requested_qty, current_requested_qty) def make_material_request(**args): args = frappe._dict(args) @@ -628,6 +629,8 @@ def make_material_request(**args): mr.append("items", { "item_code": args.item_code or "_Test Item", "qty": args.qty or 10, + "uom": args.uom or "_Test UOM", + "conversion_factor": args.conversion_factor or 1, "schedule_date": args.schedule_date or today(), "warehouse": args.warehouse or "_Test Warehouse - _TC", "cost_center": args.cost_center or "_Test Cost Center - _TC" diff --git a/erpnext/stock/doctype/material_request_item/material_request_item.json b/erpnext/stock/doctype/material_request_item/material_request_item.json index 9d1dafb136b..2bdc268c78a 100644 --- a/erpnext/stock/doctype/material_request_item/material_request_item.json +++ b/erpnext/stock/doctype/material_request_item/material_request_item.json @@ -1,5 +1,4 @@ { - "actions": [], "autoname": "hash", "creation": "2013-02-22 01:28:02", "doctype": "DocType", @@ -8,36 +7,38 @@ "engine": "InnoDB", "field_order": [ "item_code", - "col_break1", "item_name", + "col_break1", + "schedule_date", "section_break_4", "description", "item_group", "brand", "image_section", "image", - "manufacture_details", - "manufacturer", "column_break_12", "manufacturer_part_no", "quantity_and_warehouse", "qty", - "uom", - "conversion_factor", "stock_uom", "warehouse", "col_break2", - "schedule_date", - "rate", - "amount", + "uom", + "conversion_factor", "stock_qty", + "rate_and_amount_section_break", + "rate", + "col_break3", + "amount", + "manufacture_details", + "manufacturer", "more_info", "lead_time_date", "sales_order", "sales_order_item", "production_plan", "material_request_plan_item", - "col_break3", + "col_break4", "min_order_qty", "projected_qty", "actual_qty", @@ -176,7 +177,7 @@ "fieldname": "schedule_date", "fieldtype": "Date", "in_list_view": 1, - "label": "Required Date", + "label": "Required By", "oldfieldname": "schedule_date", "oldfieldtype": "Date", "print_width": "100px", @@ -186,14 +187,12 @@ { "fieldname": "rate", "fieldtype": "Currency", - "label": "Rate", - "no_copy": 1 + "label": "Rate" }, { "fieldname": "amount", "fieldtype": "Currency", "label": "Amount", - "no_copy": 1, "read_only": 1 }, { @@ -205,6 +204,7 @@ "read_only": 1 }, { + "collapsible": 1, "fieldname": "more_info", "fieldtype": "Section Break", "label": "More Information" @@ -332,6 +332,7 @@ "read_only": 1 }, { + "collapsible": 1, "fieldname": "accounting_details", "fieldtype": "Section Break", "label": "Accounting Details" @@ -374,7 +375,10 @@ { "fieldname": "received_qty", "fieldtype": "Float", - "label": "Received Quantity" + "label": "Received Quantity", + "no_copy": 1, + "print_hide": 1, + "read_only": 1 }, { "collapsible": 1, @@ -387,6 +391,7 @@ "fieldtype": "Column Break" }, { + "collapsible": 1, "fieldname": "manufacture_details", "fieldtype": "Section Break", "label": "Manufacture" @@ -406,12 +411,20 @@ "fieldtype": "Data", "label": "Manufacturer Part Number", "read_only": 1 + }, + { + "fieldname": "rate_and_amount_section_break", + "fieldtype": "Section Break" + }, + { + "fieldname": "col_break4", + "fieldtype": "Column Break" } ], "idx": 1, "istable": 1, "links": [], - "modified": "2020-02-25 03:09:10.698967", + "modified": "2020-04-16 09:00:00.992835", "modified_by": "Administrator", "module": "Stock", "name": "Material Request Item", diff --git a/erpnext/stock/doctype/pick_list/pick_list.js b/erpnext/stock/doctype/pick_list/pick_list.js index 278971125f0..d46b98b461b 100644 --- a/erpnext/stock/doctype/pick_list/pick_list.js +++ b/erpnext/stock/doctype/pick_list/pick_list.js @@ -38,13 +38,17 @@ frappe.ui.form.on('Pick List', { }; }); }, - get_item_locations: (frm) => { - if (!frm.doc.locations || !frm.doc.locations.length) { - frappe.msgprint(__('First add items in the Item Locations table')); + set_item_locations:(frm, save) => { + if (!(frm.doc.locations && frm.doc.locations.length)) { + frappe.msgprint(__('Add items in the Item Locations table')); } else { - frm.call('set_item_locations'); + frm.call('set_item_locations', {save: save}); } }, + get_item_locations: (frm) => { + // Button on the form + frm.events.set_item_locations(frm, false); + }, refresh: (frm) => { frm.trigger('add_get_items_button'); if (frm.doc.docstatus === 1) { @@ -52,8 +56,13 @@ frappe.ui.form.on('Pick List', { 'pick_list_name': frm.doc.name, 'purpose': frm.doc.purpose }).then(target_document_exists => { + frm.set_df_property("locations", "allow_on_submit", target_document_exists ? 0 : 1); + if (target_document_exists) return; - if (frm.doc.purpose === 'Delivery against Sales Order') { + + frm.add_custom_button(__('Update Current Stock'), () => frm.trigger('update_pick_list_stock')); + + if (frm.doc.purpose === 'Delivery') { frm.add_custom_button(__('Delivery Note'), () => frm.trigger('create_delivery_note'), __('Create')); } else { frm.add_custom_button(__('Stock Entry'), () => frm.trigger('create_stock_entry'), __('Create')); @@ -105,6 +114,7 @@ frappe.ui.form.on('Pick List', { method: 'erpnext.stock.doctype.pick_list.pick_list.create_delivery_note', frm: frm }); + }, create_stock_entry: (frm) => { frappe.xcall('erpnext.stock.doctype.pick_list.pick_list.create_stock_entry', { @@ -114,9 +124,12 @@ frappe.ui.form.on('Pick List', { frappe.set_route("Form", 'Stock Entry', stock_entry.name); }); }, + update_pick_list_stock: (frm) => { + frm.events.set_item_locations(frm, true); + }, add_get_items_button: (frm) => { let purpose = frm.doc.purpose; - if (purpose != 'Delivery against Sales Order' || frm.doc.docstatus !== 0) return; + if (purpose != 'Delivery' || frm.doc.docstatus !== 0) return; let get_query_filters = { docstatus: 1, per_delivered: ['<', 100], diff --git a/erpnext/stock/doctype/pick_list/pick_list.json b/erpnext/stock/doctype/pick_list/pick_list.json index 8d5ef3d12ab..c01388dcd21 100644 --- a/erpnext/stock/doctype/pick_list/pick_list.json +++ b/erpnext/stock/doctype/pick_list/pick_list.json @@ -1,4 +1,5 @@ { + "actions": [], "autoname": "naming_series:", "creation": "2019-07-11 16:03:13.681045", "doctype": "DocType", @@ -44,7 +45,7 @@ "options": "Warehouse" }, { - "depends_on": "eval:doc.purpose==='Delivery against Sales Order'", + "depends_on": "eval:doc.purpose==='Delivery'", "fieldname": "customer", "fieldtype": "Link", "in_list_view": 1, @@ -59,6 +60,7 @@ "options": "Work Order" }, { + "allow_on_submit": 1, "fieldname": "locations", "fieldtype": "Table", "label": "Item Locations", @@ -86,7 +88,7 @@ "fieldname": "purpose", "fieldtype": "Select", "label": "Purpose", - "options": "Material Transfer for Manufacture\nMaterial Transfer\nDelivery against Sales Order" + "options": "Material Transfer for Manufacture\nMaterial Transfer\nDelivery" }, { "depends_on": "eval:['Material Transfer', 'Material Issue'].includes(doc.purpose)", @@ -111,7 +113,8 @@ } ], "is_submittable": 1, - "modified": "2019-08-29 21:10:11.572387", + "links": [], + "modified": "2020-03-17 11:38:41.932875", "modified_by": "Administrator", "module": "Stock", "name": "Pick List", diff --git a/erpnext/stock/doctype/pick_list/pick_list.py b/erpnext/stock/doctype/pick_list/pick_list.py index c4d8c41ebb7..616de5e00a9 100644 --- a/erpnext/stock/doctype/pick_list/pick_list.py +++ b/erpnext/stock/doctype/pick_list/pick_list.py @@ -29,7 +29,7 @@ class PickList(Document): frappe.throw(_('For item {0} at row {1}, count of serial numbers does not match with the picked quantity') .format(frappe.bold(item.item_code), frappe.bold(item.idx))) - def set_item_locations(self): + def set_item_locations(self, save=False): items = self.aggregate_item_qty() self.item_location_map = frappe._dict() @@ -43,7 +43,7 @@ class PickList(Document): item_code = item_doc.item_code self.item_location_map.setdefault(item_code, - get_available_item_locations(item_code, from_warehouses, self.item_count_map.get(item_code))) + get_available_item_locations(item_code, from_warehouses, self.item_count_map.get(item_code), self.company)) locations = get_items_with_location_and_quantity(item_doc, self.item_location_map) @@ -59,12 +59,17 @@ class PickList(Document): location.update(row) self.append('locations', location) + if save: + self.save() + def aggregate_item_qty(self): locations = self.get('locations') self.item_count_map = {} # aggregate qty for same item item_map = OrderedDict() for item in locations: + if not item.item_code: + frappe.throw("Row #{0}: Item Code is Mandatory".format(item.idx)) item_code = item.item_code reference = item.sales_order_item or item.material_request_item key = (item_code, item.uom, reference) @@ -85,6 +90,10 @@ class PickList(Document): return item_map.values() +def validate_item_locations(pick_list): + if not pick_list.locations: + frappe.throw(_("Add items in the Item Locations table")) + def get_items_with_location_and_quantity(item_doc, item_location_map): available_locations = item_location_map.get(item_doc.item_code) locations = [] @@ -130,14 +139,14 @@ def get_items_with_location_and_quantity(item_doc, item_location_map): item_location_map[item_doc.item_code] = available_locations return locations -def get_available_item_locations(item_code, from_warehouses, required_qty): +def get_available_item_locations(item_code, from_warehouses, required_qty, company): locations = [] if frappe.get_cached_value('Item', item_code, 'has_serial_no'): - locations = get_available_item_locations_for_serialized_item(item_code, from_warehouses, required_qty) + locations = get_available_item_locations_for_serialized_item(item_code, from_warehouses, required_qty, company) elif frappe.get_cached_value('Item', item_code, 'has_batch_no'): - locations = get_available_item_locations_for_batched_item(item_code, from_warehouses, required_qty) + locations = get_available_item_locations_for_batched_item(item_code, from_warehouses, required_qty, company) else: - locations = get_available_item_locations_for_other_item(item_code, from_warehouses, required_qty) + locations = get_available_item_locations_for_other_item(item_code, from_warehouses, required_qty, company) total_qty_available = sum(location.get('qty') for location in locations) @@ -150,9 +159,10 @@ def get_available_item_locations(item_code, from_warehouses, required_qty): return locations -def get_available_item_locations_for_serialized_item(item_code, from_warehouses, required_qty): +def get_available_item_locations_for_serialized_item(item_code, from_warehouses, required_qty, company): filters = frappe._dict({ 'item_code': item_code, + 'company': company, 'warehouse': ['!=', ''] }) @@ -180,7 +190,7 @@ def get_available_item_locations_for_serialized_item(item_code, from_warehouses, return locations -def get_available_item_locations_for_batched_item(item_code, from_warehouses, required_qty): +def get_available_item_locations_for_batched_item(item_code, from_warehouses, required_qty, company): warehouse_condition = 'and warehouse in %(warehouses)s' if from_warehouses else '' batch_locations = frappe.db.sql(""" SELECT @@ -192,6 +202,7 @@ def get_available_item_locations_for_batched_item(item_code, from_warehouses, re WHERE sle.batch_no = batch.name and sle.`item_code`=%(item_code)s + and sle.`company` = %(company)s and IFNULL(batch.`expiry_date`, '2200-01-01') > %(today)s {warehouse_condition} GROUP BY @@ -202,16 +213,20 @@ def get_available_item_locations_for_batched_item(item_code, from_warehouses, re ORDER BY IFNULL(batch.`expiry_date`, '2200-01-01'), batch.`creation` """.format(warehouse_condition=warehouse_condition), { #nosec 'item_code': item_code, + 'company': company, 'today': today(), 'warehouses': from_warehouses }, as_dict=1) return batch_locations -def get_available_item_locations_for_other_item(item_code, from_warehouses, required_qty): +def get_available_item_locations_for_other_item(item_code, from_warehouses, required_qty, company): # gets all items available in different warehouses + warehouses = [x.get('name') for x in frappe.get_list("Warehouse", {'company': company}, "name")] + filters = frappe._dict({ 'item_code': item_code, + 'warehouse': ['in', warehouses], 'actual_qty': ['>', 0] }) @@ -230,7 +245,9 @@ def get_available_item_locations_for_other_item(item_code, from_warehouses, requ @frappe.whitelist() def create_delivery_note(source_name, target_doc=None): pick_list = frappe.get_doc('Pick List', source_name) - sales_orders = [d.sales_order for d in pick_list.locations] + validate_item_locations(pick_list) + + sales_orders = [d.sales_order for d in pick_list.locations if d.sales_order] sales_orders = set(sales_orders) delivery_note = None @@ -238,6 +255,10 @@ def create_delivery_note(source_name, target_doc=None): delivery_note = create_delivery_note_from_sales_order(sales_order, delivery_note, skip_item_mapping=True) + # map rows without sales orders as well + if not delivery_note: + delivery_note = frappe.new_doc("Delivery Note") + item_table_mapper = { 'doctype': 'Delivery Note Item', 'field_map': { @@ -248,9 +269,25 @@ def create_delivery_note(source_name, target_doc=None): 'condition': lambda doc: abs(doc.delivered_qty) < abs(doc.qty) and doc.delivered_by_supplier!=1 } + item_table_mapper_without_so = { + 'doctype': 'Delivery Note Item', + 'field_map': { + 'rate': 'rate', + 'name': 'name', + 'parent': '', + } + } + for location in pick_list.locations: - sales_order_item = frappe.get_cached_doc('Sales Order Item', location.sales_order_item) - dn_item = map_child_doc(sales_order_item, delivery_note, item_table_mapper) + if location.sales_order_item: + sales_order_item = frappe.get_cached_doc('Sales Order Item', {'name':location.sales_order_item}) + else: + sales_order_item = None + + source_doc, table_mapper = [sales_order_item, item_table_mapper] if sales_order_item \ + else [location, item_table_mapper_without_so] + + dn_item = map_child_doc(source_doc, delivery_note, table_mapper) if dn_item: dn_item.warehouse = location.warehouse @@ -258,7 +295,7 @@ def create_delivery_note(source_name, target_doc=None): dn_item.batch_no = location.batch_no dn_item.serial_no = location.serial_no - update_delivery_note_item(sales_order_item, dn_item, delivery_note) + update_delivery_note_item(source_doc, dn_item, delivery_note) set_delivery_note_missing_values(delivery_note) @@ -269,6 +306,7 @@ def create_delivery_note(source_name, target_doc=None): @frappe.whitelist() def create_stock_entry(pick_list): pick_list = frappe.get_doc(json.loads(pick_list)) + validate_item_locations(pick_list) if stock_entry_exists(pick_list.get('name')): return frappe.msgprint(_('Stock Entry has been already created against this Pick List')) @@ -318,7 +356,7 @@ def get_pending_work_orders(doctype, txt, searchfield, start, page_length, filte @frappe.whitelist() def target_document_exists(pick_list_name, purpose): - if purpose == 'Delivery against Sales Order': + if purpose == 'Delivery': return frappe.db.exists('Delivery Note', { 'pick_list': pick_list_name }) diff --git a/erpnext/stock/doctype/pick_list/test_pick_list.py b/erpnext/stock/doctype/pick_list/test_pick_list.py index 6b4f73b140a..1b9ff41cc33 100644 --- a/erpnext/stock/doctype/pick_list/test_pick_list.py +++ b/erpnext/stock/doctype/pick_list/test_pick_list.py @@ -111,6 +111,7 @@ class TestPickList(unittest.TestCase): stock_reconciliation = frappe.get_doc({ 'doctype': 'Stock Reconciliation', + 'purpose': 'Stock Reconciliation', 'company': '_Test Company', 'items': [{ 'item_code': '_Test Serialized Item', diff --git a/erpnext/stock/doctype/pick_list_item/pick_list_item.json b/erpnext/stock/doctype/pick_list_item/pick_list_item.json index c7a35df51f5..71fbf9a866a 100644 --- a/erpnext/stock/doctype/pick_list_item/pick_list_item.json +++ b/erpnext/stock/doctype/pick_list_item/pick_list_item.json @@ -1,4 +1,5 @@ { + "actions": [], "creation": "2019-07-11 16:01:22.832885", "doctype": "DocType", "editable_grid": 1, @@ -8,6 +9,7 @@ "item_name", "column_break_2", "description", + "item_group", "section_break_5", "warehouse", "quantity_section", @@ -120,7 +122,8 @@ "fieldtype": "Link", "in_list_view": 1, "label": "Item", - "options": "Item" + "options": "Item", + "reqd": 1 }, { "fieldname": "quantity_section", @@ -166,10 +169,18 @@ "fieldtype": "Data", "label": "Material Request Item", "read_only": 1 + }, + { + "fetch_from": "item_code.item_group", + "fieldname": "item_group", + "fieldtype": "Data", + "label": "Item Group", + "read_only": 1 } ], "istable": 1, - "modified": "2019-08-29 21:28:39.539007", + "links": [], + "modified": "2020-03-13 19:08:21.995986", "modified_by": "Administrator", "module": "Stock", "name": "Pick List Item", diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.json b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.json index 35446ecb1fc..467a206d188 100755 --- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.json +++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.json @@ -16,10 +16,10 @@ "supplier_name", "supplier_delivery_note", "column_break1", + "company", "posting_date", "posting_time", "set_posting_time", - "company", "is_return", "return_against", "section_addresses", @@ -47,20 +47,21 @@ "is_subcontracted", "supplier_warehouse", "items_section", + "scan_barcode", "items", - "pricing_rule_details", - "pricing_rules", - "get_current_stock", - "raw_material_details", - "supplied_items", "section_break0", "total_qty", "base_total", "base_net_total", "column_break_27", + "total_net_weight", "total", "net_total", - "total_net_weight", + "pricing_rule_details", + "pricing_rules", + "raw_material_details", + "get_current_stock", + "supplied_items", "taxes_charges_section", "tax_category", "shipping_col", @@ -112,13 +113,13 @@ "auto_repeat", "printing_settings", "letter_head", - "select_print_heading", "language", - "group_same_items", - "column_break_97", - "other_details", "instructions", + "column_break_97", + "select_print_heading", + "other_details", "remarks", + "group_same_items", "transporter_info", "transporter_name", "column_break5", @@ -403,6 +404,7 @@ "fieldtype": "Section Break" }, { + "description": "Sets 'Accepted Warehouse' in each row of the items table.", "fieldname": "set_warehouse", "fieldtype": "Link", "label": "Accepted Warehouse", @@ -410,7 +412,7 @@ "print_hide": 1 }, { - "description": "Warehouse where you are maintaining stock of rejected items", + "description": "Sets 'Rejected Warehouse' in each row of the items table.", "fieldname": "rejected_warehouse", "fieldtype": "Link", "label": "Rejected Warehouse", @@ -428,7 +430,7 @@ "default": "No", "fieldname": "is_subcontracted", "fieldtype": "Select", - "label": "Raw Materials Supplied", + "label": "Raw Materials Consumed", "oldfieldname": "is_subcontracted", "oldfieldtype": "Select", "options": "No\nYes", @@ -464,6 +466,7 @@ "reqd": 1 }, { + "collapsible": 1, "fieldname": "pricing_rule_details", "fieldtype": "Section Break", "label": "Pricing Rules" @@ -476,9 +479,10 @@ "read_only": 1 }, { + "depends_on": "supplied_items", "fieldname": "get_current_stock", "fieldtype": "Button", - "label": "Get current stock", + "label": "Get Current Stock", "oldfieldtype": "Button", "options": "get_current_stock", "print_hide": 1 @@ -488,7 +492,7 @@ "collapsible_depends_on": "supplied_items", "fieldname": "raw_material_details", "fieldtype": "Section Break", - "label": "Raw Materials Supplied", + "label": "Raw Materials Consumed", "oldfieldtype": "Section Break", "options": "fa fa-table", "print_hide": 1, @@ -497,7 +501,7 @@ { "fieldname": "supplied_items", "fieldtype": "Table", - "label": "Supplied Items", + "label": "Consumed Items", "no_copy": 1, "oldfieldname": "pr_raw_material_details", "oldfieldtype": "Table", @@ -1070,13 +1074,18 @@ "label": "Inter Company Reference", "options": "Delivery Note", "read_only": 1 + }, + { + "fieldname": "scan_barcode", + "fieldtype": "Data", + "label": "Scan Barcode" } ], "icon": "fa fa-truck", "idx": 261, "is_submittable": 1, "links": [], - "modified": "2019-12-30 19:12:49.709711", + "modified": "2020-04-18 18:02:18.020763", "modified_by": "Administrator", "module": "Stock", "name": "Purchase Receipt", @@ -1143,4 +1152,4 @@ "timeline_field": "supplier", "title_field": "title", "track_changes": 1 -} \ No newline at end of file +} diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py index 3b43690658f..c2b38927f75 100644 --- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py +++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py @@ -50,8 +50,8 @@ class PurchaseReceipt(BuyingController): 'target_field': 'received_qty', 'target_parent_dt': 'Material Request', 'target_parent_field': 'per_received', - 'target_ref_field': 'qty', - 'source_field': 'qty', + 'target_ref_field': 'stock_qty', + 'source_field': 'stock_qty', 'percent_join_field': 'material_request' }] if cint(self.is_return): @@ -357,7 +357,7 @@ class PurchaseReceipt(BuyingController): if warehouse_with_no_account: frappe.msgprint(_("No accounting entries for the following warehouses") + ": \n" + "\n".join(warehouse_with_no_account)) - + return process_gl_map(gl_entries) def get_asset_gl_entry(self, gl_entries): @@ -628,7 +628,7 @@ def get_item_account_wise_additional_cost(purchase_document): if not landed_cost_vouchers: return - + item_account_wise_cost = {} for lcv in landed_cost_vouchers: diff --git a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py index cba7f201536..40d7cc2537c 100644 --- a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py +++ b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py @@ -356,8 +356,8 @@ class TestPurchaseReceipt(unittest.TestCase): 'accounts': [{ 'company_name': '_Test Company', 'fixed_asset_account': '_Test Fixed Asset - _TC', - 'accumulated_depreciation_account': 'Depreciation - _TC', - 'depreciation_expense_account': 'Depreciation - _TC' + 'accumulated_depreciation_account': '_Test Accumulated Depreciations - _TC', + 'depreciation_expense_account': '_Test Depreciation - _TC' }] }).insert() @@ -375,6 +375,33 @@ class TestPurchaseReceipt(unittest.TestCase): location = frappe.db.get_value('Asset', assets[0].name, 'location') self.assertEquals(location, "Test Location") + + def test_purchase_return_with_submitted_asset(self): + from erpnext.stock.doctype.purchase_receipt.purchase_receipt import make_purchase_return + + pr = make_purchase_receipt(item_code="Test Asset Item", qty=1) + + asset = frappe.get_doc("Asset", { + 'purchase_receipt': pr.name + }) + asset.available_for_use_date = frappe.utils.nowdate() + asset.gross_purchase_amount = 50.0 + asset.append("finance_books", { + "expected_value_after_useful_life": 10, + "depreciation_method": "Straight Line", + "total_number_of_depreciations": 3, + "frequency_of_depreciation": 1, + "depreciation_start_date": frappe.utils.nowdate() + }) + asset.submit() + + pr_return = make_purchase_return(pr.name) + self.assertRaises(frappe.exceptions.ValidationError, pr_return.submit) + + asset.load_from_db() + asset.cancel() + + pr_return.submit() def test_purchase_receipt_for_enable_allow_cost_center_in_entry_of_bs_account(self): from erpnext.accounts.doctype.cost_center.test_cost_center import create_cost_center diff --git a/erpnext/stock/doctype/purchase_receipt_item/purchase_receipt_item.json b/erpnext/stock/doctype/purchase_receipt_item/purchase_receipt_item.json index a8b9c81ff0e..bc6bce95d6e 100644 --- a/erpnext/stock/doctype/purchase_receipt_item/purchase_receipt_item.json +++ b/erpnext/stock/doctype/purchase_receipt_item/purchase_receipt_item.json @@ -15,15 +15,11 @@ "item_name", "section_break_4", "description", - "item_group", "brand", - "image_section", + "image_column", + "item_group", "image", "image_view", - "manufacture_details", - "manufacturer", - "column_break_16", - "manufacturer_part_no", "received_and_accepted", "received_qty", "qty", @@ -32,6 +28,7 @@ "uom", "stock_uom", "conversion_factor", + "stock_qty", "retain_sample", "sample_quantity", "rate_and_amount", @@ -60,11 +57,6 @@ "rm_supp_cost", "landed_cost_voucher_amount", "billed_amt", - "item_weight_details", - "weight_per_unit", - "total_weight", - "column_break_41", - "weight_uom", "warehouse_and_reference", "warehouse", "rejected_warehouse", @@ -77,20 +69,27 @@ "asset_category", "schedule_date", "quality_inspection", - "stock_qty", "purchase_order_item", "material_request_item", "section_break_45", "allow_zero_valuation_rate", "bom", - "col_break5", "serial_no", + "col_break5", + "include_exploded_items", "batch_no", - "column_break_48", "rejected_serial_no", "expense_account", - "include_exploded_items", "item_tax_rate", + "item_weight_details", + "weight_per_unit", + "total_weight", + "column_break_41", + "weight_uom", + "manufacture_details", + "manufacturer", + "column_break_16", + "manufacturer_part_no", "accounting_dimensions_section", "project", "dimension_col_break", @@ -526,7 +525,7 @@ { "fieldname": "stock_qty", "fieldtype": "Float", - "label": "Qty as per Stock UOM", + "label": "Accepted Qty as per Stock UOM", "oldfieldname": "stock_qty", "oldfieldtype": "Currency", "print_hide": 1, @@ -553,17 +552,13 @@ "fieldname": "batch_no", "fieldtype": "Link", "in_list_view": 1, - "label": "Batch No!", + "label": "Batch No", "no_copy": 1, "oldfieldname": "batch_no", "oldfieldtype": "Link", "options": "Batch", "print_hide": 1 }, - { - "fieldname": "column_break_48", - "fieldtype": "Column Break" - }, { "depends_on": "eval:!doc.is_fixed_asset", "fieldname": "rejected_serial_no", @@ -658,6 +653,7 @@ "read_only": 1 }, { + "fetch_from": "item_code.brand", "fieldname": "brand", "fieldtype": "Link", "hidden": 1, @@ -669,9 +665,9 @@ "read_only": 1 }, { + "fetch_from": "item_code.item_group", "fieldname": "item_group", "fieldtype": "Link", - "hidden": 1, "label": "Item Group", "oldfieldname": "item_group", "oldfieldtype": "Link", @@ -748,22 +744,19 @@ "fieldname": "section_break_80", "fieldtype": "Section Break" }, - { - "collapsible": 1, - "fieldname": "image_section", - "fieldtype": "Section Break", - "label": "Image" - }, { "fieldname": "material_request", "fieldtype": "Link", "label": "Material Request", - "options": "Material Request" + "options": "Material Request", + "read_only": 1 }, { "fieldname": "material_request_item", "fieldtype": "Data", - "label": "Material Request Item" + "hidden": 1, + "label": "Material Request Item", + "read_only": 1 }, { "fieldname": "expense_account", @@ -801,8 +794,7 @@ { "fieldname": "manufacturer_part_no", "fieldtype": "Data", - "label": "Manufacturer Part Number", - "read_only": 1 + "label": "Manufacturer Part Number" }, { "depends_on": "is_fixed_asset", @@ -827,12 +819,17 @@ "ignore_user_permissions": 1, "label": "Supplier Warehouse", "options": "Warehouse" + }, + { + "collapsible": 1, + "fieldname": "image_column", + "fieldtype": "Column Break" } ], "idx": 1, "istable": 1, "links": [], - "modified": "2020-03-11 14:19:48.799370", + "modified": "2020-04-10 19:01:21.154963", "modified_by": "Administrator", "module": "Stock", "name": "Purchase Receipt Item", diff --git a/erpnext/stock/doctype/quality_inspection_template/quality_inspection_template.json b/erpnext/stock/doctype/quality_inspection_template/quality_inspection_template.json index eab08e2216f..9646f2d8e8f 100644 --- a/erpnext/stock/doctype/quality_inspection_template/quality_inspection_template.json +++ b/erpnext/stock/doctype/quality_inspection_template/quality_inspection_template.json @@ -1,186 +1,96 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 1, - "allow_rename": 1, - "autoname": "field:quality_inspection_template_name", - "beta": 0, - "creation": "2018-01-24 16:23:41.691127", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "allow_import": 1, + "allow_rename": 1, + "autoname": "field:quality_inspection_template_name", + "creation": "2018-01-24 16:23:41.691127", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "quality_inspection_template_name", + "item_quality_inspection_parameter" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "quality_inspection_template_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Quality Inspection Template Name", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "quality_inspection_template_name", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Quality Inspection Template Name", + "reqd": 1, + "unique": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "item_quality_inspection_parameter", - "fieldtype": "Table", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Item Quality Inspection Parameter", - "length": 0, - "no_copy": 0, - "options": "Item Quality Inspection Parameter", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "item_quality_inspection_parameter", + "fieldtype": "Table", + "label": "Item Quality Inspection Parameter", + "options": "Item Quality Inspection Parameter", + "reqd": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-02-21 12:05:29.304432", - "modified_by": "Administrator", - "module": "Stock", - "name": "Quality Inspection Template", - "name_case": "", - "owner": "Administrator", + ], + "links": [ + { + "group": "Quality Inspection", + "link_doctype": "Quality Inspection", + "link_fieldname": "quality_inspection_template" + } + ], + "modified": "2020-04-26 20:13:02.810132", + "modified_by": "Administrator", + "module": "Stock", + "name": "Quality Inspection Template", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "apply_user_permissions": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "System Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "apply_user_permissions": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Stock User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Stock User", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "apply_user_permissions": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Quality Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Quality Manager", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "apply_user_permissions": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "Manufacturing User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Manufacturing User", + "share": 1, "write": 1 } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0 + ], + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/stock/doctype/serial_no/serial_no.json b/erpnext/stock/doctype/serial_no/serial_no.json index fb28b5c079d..731a7302797 100644 --- a/erpnext/stock/doctype/serial_no/serial_no.json +++ b/erpnext/stock/doctype/serial_no/serial_no.json @@ -1,4 +1,5 @@ { + "actions": [], "allow_import": 1, "allow_rename": 1, "autoname": "field:serial_no", @@ -41,7 +42,6 @@ "delivery_document_no", "delivery_date", "delivery_time", - "is_cancelled", "column_break5", "customer", "customer_name", @@ -56,7 +56,8 @@ "warranty_period", "more_info", "serial_no_details", - "company" + "company", + "status" ], "fields": [ { @@ -306,16 +307,6 @@ "no_copy": 1, "read_only": 1 }, - { - "fieldname": "is_cancelled", - "fieldtype": "Select", - "hidden": 1, - "label": "Is Cancelled", - "oldfieldname": "is_cancelled", - "oldfieldtype": "Select", - "options": "\nYes\nNo", - "report_hide": 1 - }, { "fieldname": "column_break5", "fieldtype": "Column Break", @@ -423,11 +414,20 @@ "remember_last_selected_value": 1, "reqd": 1, "search_index": 1 + }, + { + "fieldname": "status", + "fieldtype": "Select", + "in_standard_filter": 1, + "label": "Status", + "options": "\nActive\nDelivered\nExpired", + "read_only": 1 } ], "icon": "fa fa-barcode", "idx": 1, - "modified": "2020-02-28 19:31:09.357323", + "links": [], + "modified": "2020-04-08 13:29:58.517772", "modified_by": "Administrator", "module": "Stock", "name": "Serial No", diff --git a/erpnext/stock/doctype/serial_no/serial_no.py b/erpnext/stock/doctype/serial_no/serial_no.py index 772ac58af6f..b32c709be36 100644 --- a/erpnext/stock/doctype/serial_no/serial_no.py +++ b/erpnext/stock/doctype/serial_no/serial_no.py @@ -35,6 +35,15 @@ class SerialNo(StockController): self.set_maintenance_status() self.validate_warehouse() self.validate_item() + self.set_status() + + def set_status(self): + if self.delivery_document_type: + self.status = "Delivered" + elif self.warranty_expiry_date and getdate(self.warranty_expiry_date) <= getdate(nowdate()): + self.status = "Expired" + else: + self.status = "Active" def set_maintenance_status(self): if not self.warranty_expiry_date and not self.amc_expiry_date: @@ -197,6 +206,7 @@ class SerialNo(StockController): self.set_purchase_details(last_sle.get("purchase_sle")) self.set_sales_details(last_sle.get("delivery_sle")) self.set_maintenance_status() + self.set_status() def process_serial_no(sle): item_det = get_item_details(sle.item_code) diff --git a/erpnext/stock/doctype/serial_no/serial_no_list.js b/erpnext/stock/doctype/serial_no/serial_no_list.js index 5b1e312f68f..651f790583d 100644 --- a/erpnext/stock/doctype/serial_no/serial_no_list.js +++ b/erpnext/stock/doctype/serial_no/serial_no_list.js @@ -1,14 +1,12 @@ frappe.listview_settings['Serial No'] = { - add_fields: ["is_cancelled", "item_code", "warehouse", "warranty_expiry_date", "delivery_document_type"], + add_fields: ["item_code", "warehouse", "warranty_expiry_date", "delivery_document_type"], get_indicator: (doc) => { - if (doc.is_cancelled) { - return [__("Cancelled"), "red", "is_cancelled,=,Yes"]; - } else if (doc.delivery_document_type) { - return [__("Delivered"), "green", "delivery_document_type,is,set|is_cancelled,=,No"]; + if (doc.delivery_document_type) { + return [__("Delivered"), "green", "delivery_document_type,is,set"]; } else if (doc.warranty_expiry_date && frappe.datetime.get_diff(doc.warranty_expiry_date, frappe.datetime.nowdate()) <= 0) { - return [__("Expired"), "red", "warranty_expiry_date,not in,|warranty_expiry_date,<=,Today|delivery_document_type,is,not set|is_cancelled,=,No"]; + return [__("Expired"), "red", "warranty_expiry_date,not in,|warranty_expiry_date,<=,Today|delivery_document_type,is,not set"]; } else { - return [__("Active"), "green", "delivery_document_type,is,not set|is_cancelled,=,No"]; + return [__("Active"), "green", "delivery_document_type,is,not set"]; } } }; diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.js b/erpnext/stock/doctype/stock_entry/stock_entry.js index 3bb941573b6..496a865af72 100644 --- a/erpnext/stock/doctype/stock_entry/stock_entry.js +++ b/erpnext/stock/doctype/stock_entry/stock_entry.js @@ -220,8 +220,8 @@ frappe.ui.form.on('Stock Entry', { }, get_query_filters: { docstatus: 1, - material_request_type: "Material Transfer", - status: ['!=', 'Transferred'] + material_request_type: ["in", ["Material Transfer", "Material Issue"]], + status: ["not in", ["Transferred", "Issued"]] } }) }, __("Get items from")); @@ -312,10 +312,9 @@ frappe.ui.form.on('Stock Entry', { callback: function(r) { if (!r.exe && r.message){ frappe.model.set_value(cdt, cdn, "serial_no", r.message); - - if (callback) { - callback(); - } + } + if (callback) { + callback(); } } }); @@ -511,9 +510,10 @@ frappe.ui.form.on('Stock Entry', { item.amount = flt(item.basic_amount + flt(item.additional_cost), precision("amount", item)); - item.valuation_rate = flt(flt(item.basic_rate) - + (flt(item.additional_cost) / flt(item.transfer_qty)), - precision("valuation_rate", item)); + if (flt(item.transfer_qty)) { + item.valuation_rate = flt(flt(item.basic_rate) + (flt(item.additional_cost) / flt(item.transfer_qty)), + precision("valuation_rate", item)); + } } refresh_field('items'); diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.py b/erpnext/stock/doctype/stock_entry/stock_entry.py index be4c78b1ebd..95f9d4633b5 100644 --- a/erpnext/stock/doctype/stock_entry/stock_entry.py +++ b/erpnext/stock/doctype/stock_entry/stock_entry.py @@ -50,6 +50,7 @@ class StockEntry(StockController): self.validate_posting_time() self.validate_purpose() self.validate_item() + self.validate_customer_provided_item() self.validate_qty() self.set_transfer_qty() self.validate_uom_is_integer("uom", "qty") @@ -203,10 +204,6 @@ class StockEntry(StockController): frappe.throw(_("Row #{0}: Please specify Serial No for Item {1}").format(item.idx, item.item_code), frappe.MandatoryError) - #Customer Provided parts will have zero valuation rate - if frappe.db.get_value('Item', item.item_code, 'is_customer_provided_item'): - item.allow_zero_valuation_rate = 1 - def validate_qty(self): manufacture_purpose = ["Manufacture", "Material Consumption for Manufacture"] @@ -868,14 +865,6 @@ class StockEntry(StockController): self.add_to_stock_entry_detail(item_dict) - if self.purpose != "Send to Subcontractor" and self.purpose in ["Manufacture", "Repack"]: - scrap_item_dict = self.get_bom_scrap_material(self.fg_completed_qty) - for item in itervalues(scrap_item_dict): - if self.pro_doc and self.pro_doc.scrap_warehouse: - item["to_warehouse"] = self.pro_doc.scrap_warehouse - - self.add_to_stock_entry_detail(scrap_item_dict, bom_no=self.bom_no) - # fetch the serial_no of the first stock entry for the second stock entry if self.work_order and self.purpose == "Manufacture": self.set_serial_nos(self.work_order) @@ -886,9 +875,20 @@ class StockEntry(StockController): if self.purpose in ("Manufacture", "Repack"): self.load_items_from_bom() + self.set_scrap_items() self.set_actual_qty() self.calculate_rate_and_amount(raise_error_if_no_rate=False) + def set_scrap_items(self): + if self.purpose != "Send to Subcontractor" and self.purpose in ["Manufacture", "Repack"]: + scrap_item_dict = self.get_bom_scrap_material(self.fg_completed_qty) + for item in itervalues(scrap_item_dict): + item.idx = '' + if self.pro_doc and self.pro_doc.scrap_warehouse: + item["to_warehouse"] = self.pro_doc.scrap_warehouse + + self.add_to_stock_entry_detail(scrap_item_dict, bom_no=self.bom_no) + def set_work_order_details(self): if not getattr(self, "pro_doc", None): self.pro_doc = frappe._dict() diff --git a/erpnext/stock/doctype/stock_entry/test_stock_entry.py b/erpnext/stock/doctype/stock_entry/test_stock_entry.py index ee5f2370987..2afabe1480d 100644 --- a/erpnext/stock/doctype/stock_entry/test_stock_entry.py +++ b/erpnext/stock/doctype/stock_entry/test_stock_entry.py @@ -744,7 +744,7 @@ class TestStockEntry(unittest.TestCase): def test_customer_provided_parts_se(self): create_item('CUST-0987', is_customer_provided_item = 1, customer = '_Test Customer', is_purchase_item = 0) - se = make_stock_entry(item_code='CUST-0987', purporse = 'Material Receipt', qty=4, to_warehouse = "_Test Warehouse - _TC") + se = make_stock_entry(item_code='CUST-0987', purpose = 'Material Receipt', qty=4, to_warehouse = "_Test Warehouse - _TC") self.assertEqual(se.get("items")[0].allow_zero_valuation_rate, 1) self.assertEqual(se.get("items")[0].amount, 0) diff --git a/erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.py b/erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.py index 5fe89d6e227..dab5a7beb87 100644 --- a/erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.py +++ b/erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.py @@ -37,11 +37,19 @@ class StockLedgerEntry(Document): def on_submit(self): self.check_stock_frozen_date() self.actual_amt_check() + self.calculate_batch_qty() if not self.get("via_landed_cost_voucher"): from erpnext.stock.doctype.serial_no.serial_no import process_serial_no process_serial_no(self) + def calculate_batch_qty(self): + if self.batch_no: + batch_qty = frappe.db.get_value("Stock Ledger Entry", + {"docstatus": 1, "batch_no": self.batch_no, "is_cancelled": "No"}, + "sum(actual_qty)") or 0 + frappe.db.set_value("Batch", self.batch_no, "batch_qty", batch_qty) + #check for item quantity available in stock def actual_amt_check(self): if self.batch_no and not self.get("allow_negative_stock"): @@ -64,7 +72,7 @@ class StockLedgerEntry(Document): frappe.throw(_("Actual Qty is mandatory")) def validate_item(self): - item_det = frappe.db.sql("""select name, has_batch_no, docstatus, + item_det = frappe.db.sql("""select name, item_name, has_batch_no, docstatus, is_stock_item, has_variants, stock_uom, create_new_batch from tabItem where name=%s""", self.item_code, as_dict=True) @@ -79,10 +87,11 @@ class StockLedgerEntry(Document): # check if batch number is required if self.voucher_type != 'Stock Reconciliation': if item_det.has_batch_no ==1: + batch_item = self.item_code if self.item_code == item_det.item_name else self.item_code + ":" + item_det.item_name if not self.batch_no: - frappe.throw(_("Batch number is mandatory for Item {0}").format(self.item_code)) + frappe.throw(_("Batch number is mandatory for Item {0}").format(batch_item)) elif not frappe.db.get_value("Batch",{"item": self.item_code, "name": self.batch_no}): - frappe.throw(_("{0} is not a valid Batch Number for Item {1}").format(self.batch_no, self.item_code)) + frappe.throw(_("{0} is not a valid Batch Number for Item {1}").format(self.batch_no, batch_item)) elif item_det.has_batch_no ==0 and self.batch_no and self.is_cancelled == "No": frappe.throw(_("The Item {0} cannot have Batch").format(self.item_code)) @@ -139,4 +148,3 @@ def on_doctype_update(): frappe.db.add_index("Stock Ledger Entry", ["voucher_no", "voucher_type"]) frappe.db.add_index("Stock Ledger Entry", ["batch_no", "item_code", "warehouse"]) - diff --git a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.json b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.json index 7f4efba33f8..b7d1497319f 100644 --- a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.json +++ b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.json @@ -4,6 +4,7 @@ "description": "This tool helps you to update or fix the quantity and valuation of stock in the system. It is typically used to synchronise the system values and what actually exists in your warehouses.", "doctype": "DocType", "document_type": "Document", + "engine": "InnoDB", "field_order": [ "naming_series", "company", @@ -44,11 +45,11 @@ "reqd": 1 }, { - "default": "Stock Reconciliation", "fieldname": "purpose", "fieldtype": "Select", "label": "Purpose", - "options": "Opening Stock\nStock Reconciliation" + "options": "\nOpening Stock\nStock Reconciliation", + "reqd": 1 }, { "fieldname": "col1", @@ -153,7 +154,7 @@ "idx": 1, "is_submittable": 1, "max_attachments": 1, - "modified": "2019-05-26 09:03:09.542141", + "modified": "2020-04-08 17:02:47.196206", "modified_by": "Administrator", "module": "Stock", "name": "Stock Reconciliation", diff --git a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.py b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.py index afa239466b5..0a49c26b629 100644 --- a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.py +++ b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.py @@ -488,12 +488,14 @@ def get_stock_balance_for(item_code, warehouse, ["has_serial_no", "has_batch_no"], as_dict=1) serial_nos = "" - if item_dict.get("has_serial_no"): - qty, rate, serial_nos = get_qty_rate_for_serial_nos(item_code, - warehouse, posting_date, posting_time, item_dict) + with_serial_no = True if item_dict.get("has_serial_no") else False + data = get_stock_balance(item_code, warehouse, posting_date, posting_time, + with_valuation_rate=with_valuation_rate, with_serial_no=with_serial_no) + + if with_serial_no: + qty, rate, serial_nos = data else: - qty, rate = get_stock_balance(item_code, warehouse, - posting_date, posting_time, with_valuation_rate=with_valuation_rate) + qty, rate = data if item_dict.get("has_batch_no"): qty = get_batch_qty(batch_no, warehouse) or 0 @@ -504,28 +506,6 @@ def get_stock_balance_for(item_code, warehouse, 'serial_nos': serial_nos } -def get_qty_rate_for_serial_nos(item_code, warehouse, posting_date, posting_time, item_dict): - args = { - "item_code": item_code, - "warehouse": warehouse, - "posting_date": posting_date, - "posting_time": posting_time, - } - - serial_nos_list = [serial_no.get("name") - for serial_no in get_available_serial_nos(args)] - - qty = len(serial_nos_list) - serial_nos = '\n'.join(serial_nos_list) - args.update({ - 'qty': qty, - "serial_nos": serial_nos - }) - - rate = get_incoming_rate(args, raise_error_if_no_rate=False) or 0 - - return qty, rate, serial_nos - @frappe.whitelist() def get_difference_account(purpose, company): if purpose == 'Stock Reconciliation': diff --git a/erpnext/stock/doctype/stock_reconciliation/test_stock_reconciliation.py b/erpnext/stock/doctype/stock_reconciliation/test_stock_reconciliation.py index e6d7e3fea7d..51d027f22ef 100644 --- a/erpnext/stock/doctype/stock_reconciliation/test_stock_reconciliation.py +++ b/erpnext/stock/doctype/stock_reconciliation/test_stock_reconciliation.py @@ -240,6 +240,7 @@ def create_batch_or_serial_no_items(): def create_stock_reconciliation(**args): args = frappe._dict(args) sr = frappe.new_doc("Stock Reconciliation") + sr.purpose = args.purpose or "Stock Reconciliation" sr.posting_date = args.posting_date or nowdate() sr.posting_time = args.posting_time or nowtime() sr.set_posting_time = 1 diff --git a/erpnext/stock/doctype/stock_settings/stock_settings.json b/erpnext/stock/doctype/stock_settings/stock_settings.json index f43390f19d2..c9a3527e919 100644 --- a/erpnext/stock/doctype/stock_settings/stock_settings.json +++ b/erpnext/stock/doctype/stock_settings/stock_settings.json @@ -1,955 +1,238 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "autoname": "", - "beta": 0, + "actions": [], "creation": "2013-06-24 16:37:54", - "custom": 0, "description": "Settings", - "docstatus": 0, "doctype": "DocType", - "editable_grid": 0, + "engine": "InnoDB", + "field_order": [ + "item_naming_by", + "item_group", + "stock_uom", + "default_warehouse", + "sample_retention_warehouse", + "column_break_4", + "valuation_method", + "over_delivery_receipt_allowance", + "action_if_quality_inspection_is_not_submitted", + "show_barcode_field", + "clean_description_html", + "section_break_7", + "auto_insert_price_list_rate_if_missing", + "allow_negative_stock", + "column_break_10", + "automatically_set_serial_nos_based_on_fifo", + "set_qty_in_transactions_based_on_serial_no_input", + "auto_material_request", + "auto_indent", + "reorder_email_notify", + "inter_warehouse_transfer_settings_section", + "allow_from_dn", + "allow_from_pr", + "freeze_stock_entries", + "stock_frozen_upto", + "stock_frozen_upto_days", + "stock_auth_role", + "batch_id_sb", + "use_naming_series", + "naming_series_prefix" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "default": "Item Code", - "fetch_if_empty": 0, "fieldname": "item_naming_by", "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, "label": "Item Naming By", - "length": 0, - "no_copy": 0, - "options": "Item Code\nNaming Series", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "Item Code\nNaming Series" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "description": "", - "fetch_if_empty": 0, "fieldname": "item_group", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, "label": "Default Item Group", - "length": 0, - "no_copy": 0, - "options": "Item Group", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "Item Group" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "stock_uom", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, "in_list_view": 1, - "in_standard_filter": 0, "label": "Default Stock UOM", - "length": 0, - "no_copy": 0, - "options": "UOM", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "UOM" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "default_warehouse", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Default Warehouse", - "length": 0, - "no_copy": 0, - "options": "Warehouse", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "Warehouse" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "sample_retention_warehouse", "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Sample Retention Warehouse", - "length": 0, - "no_copy": 0, - "options": "Warehouse", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "Warehouse" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "column_break_4", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldtype": "Column Break" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, "fieldname": "valuation_method", "fieldtype": "Select", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, "label": "Default Valuation Method", - "length": 0, - "no_copy": 0, - "options": "FIFO\nMoving Average", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "options": "FIFO\nMoving Average" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "description": "Percentage you are allowed to receive or deliver more against the quantity ordered. For example: If you have ordered 100 units. and your Allowance is 10% then you are allowed to receive 110 units.", - "fetch_if_empty": 0, "fieldname": "over_delivery_receipt_allowance", "fieldtype": "Float", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Over Delivery/Receipt Allowance (%)", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Over Delivery/Receipt Allowance (%)" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "default": "Stop", - "fetch_if_empty": 0, "fieldname": "action_if_quality_inspection_is_not_submitted", "fieldtype": "Select", - "hidden": 0, - 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"label": "Batch Identification", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Batch Identification" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "default": "0", - "fetch_if_empty": 0, "fieldname": "use_naming_series", "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Use Naming Series", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Use Naming Series" }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "default": "BATCH-", "depends_on": "eval:doc.use_naming_series==1", - "fetch_if_empty": 0, "fieldname": "naming_series_prefix", "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Naming Series Prefix", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "label": "Naming Series Prefix" + }, + { + "fieldname": "inter_warehouse_transfer_settings_section", + "fieldtype": "Section Break", + "label": "Inter Warehouse Transfer Settings" + }, + { + "default": "0", + "fieldname": "allow_from_dn", + "fieldtype": "Check", + "label": "Allow Material Transfer From Delivery Note and Sales Invoice" + }, + { + "default": "0", + "fieldname": "allow_from_pr", + "fieldtype": "Check", + "label": "Allow Material Transfer From Purchase Receipt and Purchase Invoice" } ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, "icon": "icon-cog", "idx": 1, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, "issingle": 1, - "istable": 0, - "max_attachments": 0, - "modified": "2019-07-04 01:19:07.738045", + "links": [], + "modified": "2020-04-01 18:11:25.417678", "modified_by": "Administrator", "module": "Stock", "name": "Stock Settings", "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, "create": 1, - "delete": 0, "email": 1, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, - "report": 0, "role": "Stock Manager", - "set_user_permissions": 0, "share": 1, - "submit": 0, "write": 1 } ], "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_order": "ASC", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 + "sort_field": "modified", + "sort_order": "ASC" } \ No newline at end of file diff --git a/erpnext/stock/doctype/stock_settings/stock_settings.py b/erpnext/stock/doctype/stock_settings/stock_settings.py index 93b5eee75c2..4c7828b8737 100644 --- a/erpnext/stock/doctype/stock_settings/stock_settings.py +++ b/erpnext/stock/doctype/stock_settings/stock_settings.py @@ -8,6 +8,8 @@ import frappe from frappe import _ from frappe.model.document import Document from frappe.utils.html_utils import clean_html +from frappe.utils import cint +from frappe.custom.doctype.property_setter.property_setter import make_property_setter class StockSettings(Document): def validate(self): @@ -61,6 +63,15 @@ class StockSettings(Document): # changed to text frappe.enqueue('erpnext.stock.doctype.stock_settings.stock_settings.clean_all_descriptions', now=frappe.flags.in_test) + def on_update(self): + self.toggle_warehouse_field_for_inter_warehouse_transfer() + + def toggle_warehouse_field_for_inter_warehouse_transfer(self): + make_property_setter("Sales Invoice Item", "target_warehouse", "hidden", 1 - cint(self.allow_from_dn), "Check") + make_property_setter("Delivery Note Item", "target_warehouse", "hidden", 1 - cint(self.allow_from_dn), "Check") + make_property_setter("Purchase Invoice Item", "from_warehouse", "hidden", 1 - cint(self.allow_from_pr), "Check") + make_property_setter("Purchase Receipt Item", "from_warehouse", "hidden", 1 - cint(self.allow_from_pr), "Check") + def clean_all_descriptions(): for item in frappe.get_all('Item', ['name', 'description']): diff --git a/erpnext/stock/get_item_details.py b/erpnext/stock/get_item_details.py index 53964f24c4e..61429cc1c11 100644 --- a/erpnext/stock/get_item_details.py +++ b/erpnext/stock/get_item_details.py @@ -240,26 +240,13 @@ def get_basic_details(args, item, overwrite_warehouse=True): item_group_defaults = get_item_group_defaults(item.name, args.company) brand_defaults = get_brand_defaults(item.name, args.company) - if overwrite_warehouse or not args.warehouse: - warehouse = ( - args.get("set_warehouse") or - item_defaults.get("default_warehouse") or - item_group_defaults.get("default_warehouse") or - brand_defaults.get("default_warehouse") or - args.warehouse - ) + defaults = frappe._dict({ + 'item_defaults': item_defaults, + 'item_group_defaults': item_group_defaults, + 'brand_defaults': brand_defaults + }) - if not warehouse: - defaults = frappe.defaults.get_defaults() or {} - warehouse_exists = frappe.db.exists("Warehouse", { - 'name': defaults.default_warehouse, - 'company': args.company - }) - if defaults.get("default_warehouse") and warehouse_exists: - warehouse = defaults.default_warehouse - - else: - warehouse = args.warehouse + warehouse = get_item_warehouse(item, args, overwrite_warehouse, defaults) if args.get('doctype') == "Material Request" and not args.get('material_request_type'): args['material_request_type'] = frappe.db.get_value('Material Request', @@ -272,7 +259,7 @@ def get_basic_details(args, item, overwrite_warehouse=True): expense_account = get_asset_category_account(fieldname = "fixed_asset_account", item = args.item_code, company= args.company) #Set the UOM to the Default Sales UOM or Default Purchase UOM if configured in the Item Master - if not args.uom: + if not args.get('uom'): if args.get('doctype') in sales_doctypes: args.uom = item.sales_uom if item.sales_uom else item.stock_uom elif (args.get('doctype') in ['Purchase Order', 'Purchase Receipt', 'Purchase Invoice']) or \ @@ -292,7 +279,7 @@ def get_basic_details(args, item, overwrite_warehouse=True): "cost_center": get_default_cost_center(args, item_defaults, item_group_defaults, brand_defaults), 'has_serial_no': item.has_serial_no, 'has_batch_no': item.has_batch_no, - "batch_no": None, + "batch_no": args.get("batch_no"), "uom": args.uom, "min_order_qty": flt(item.min_order_qty) if args.doctype == "Material Request" else "", "qty": flt(args.qty) or 1.0, @@ -354,6 +341,9 @@ def get_basic_details(args, item, overwrite_warehouse=True): else: out["manufacturer_part_no"] = None out["manufacturer"] = None + else: + out["manufacturer"], out["manufacturer_part_no"] = frappe.get_value("Item", item.name, + ["default_item_manufacturer", "default_manufacturer_part_no"] ) child_doctype = args.doctype + ' Item' meta = frappe.get_meta(child_doctype) @@ -362,6 +352,37 @@ def get_basic_details(args, item, overwrite_warehouse=True): return out +def get_item_warehouse(item, args, overwrite_warehouse, defaults={}): + if not defaults: + defaults = frappe._dict({ + 'item_defaults' : get_item_defaults(item.name, args.company), + 'item_group_defaults' : get_item_group_defaults(item.name, args.company), + 'brand_defaults' : get_brand_defaults(item.name, args.company) + }) + + if overwrite_warehouse or not args.warehouse: + warehouse = ( + args.get("set_warehouse") or + defaults.item_defaults.get("default_warehouse") or + defaults.item_group_defaults.get("default_warehouse") or + defaults.brand_defaults.get("default_warehouse") or + args.get('warehouse') + ) + + if not warehouse: + defaults = frappe.defaults.get_defaults() or {} + warehouse_exists = frappe.db.exists("Warehouse", { + 'name': defaults.default_warehouse, + 'company': args.company + }) + if defaults.get("default_warehouse") and warehouse_exists: + warehouse = defaults.default_warehouse + + else: + warehouse = args.get('warehouse') + + return warehouse + def update_barcode_value(out): from erpnext.accounts.doctype.sales_invoice.pos import get_barcode_data barcode_data = get_barcode_data([out]) diff --git a/erpnext/stock/reorder_item.py b/erpnext/stock/reorder_item.py index 97776739a87..4c721acdc12 100644 --- a/erpnext/stock/reorder_item.py +++ b/erpnext/stock/reorder_item.py @@ -4,6 +4,7 @@ from __future__ import unicode_literals import frappe import erpnext +import json from frappe.utils import flt, nowdate, add_days, cint from frappe import _ @@ -198,19 +199,16 @@ def send_email_notification(mr_list): subject=_('Auto Material Requests Generated'), message = msg) def notify_errors(exceptions_list): - subject = "[Important] [ERPNext] Auto Reorder Errors" - content = """Dear System Manager, + subject = _("[Important] [ERPNext] Auto Reorder Errors") + content = _("Dear System Manager,") + "
" + _("An error occured for certain Items while creating Material Requests based on Re-order level. \ + Please rectify these issues :") + "
" -An error occured for certain Items while creating Material Requests based on Re-order level. + for exception in exceptions_list: + exception = json.loads(exception) + error_message = """
{0}

""".format(_(exception.get("message"))) + content += error_message -Please rectify these issues: ---- -
-%s
-
---- -Regards, -Administrator""" % ("\n\n".join(exceptions_list),) + content += _("Regards,") + "
" + _("Administrator") from frappe.email import sendmail_to_system_managers sendmail_to_system_managers(subject, content) diff --git a/erpnext/stock/report/stock_and_account_value_comparison/stock_and_account_value_comparison.py b/erpnext/stock/report/stock_and_account_value_comparison/stock_and_account_value_comparison.py index 94ec314e8c9..1af68dd7f22 100644 --- a/erpnext/stock/report/stock_and_account_value_comparison/stock_and_account_value_comparison.py +++ b/erpnext/stock/report/stock_and_account_value_comparison/stock_and_account_value_comparison.py @@ -35,7 +35,7 @@ def get_data(report_filters): gl_data = voucher_wise_gl_data.get(key) or {} d.account_value = gl_data.get("account_value", 0) d.difference_value = (d.stock_value - d.account_value) - if abs(d.difference_value) > 1.0/10 ** currency_precision: + if abs(d.difference_value) > 0.1: data.append(d) return data diff --git a/erpnext/stock/report/stock_balance/stock_balance.py b/erpnext/stock/report/stock_balance/stock_balance.py index ff03381389c..ab87ee114d4 100644 --- a/erpnext/stock/report/stock_balance/stock_balance.py +++ b/erpnext/stock/report/stock_balance/stock_balance.py @@ -170,6 +170,8 @@ def get_item_warehouse_map(filters, sle): from_date = getdate(filters.get("from_date")) to_date = getdate(filters.get("to_date")) + float_precision = cint(frappe.db.get_default("float_precision")) or 3 + for d in sle: key = (d.company, d.item_code, d.warehouse) if key not in iwb_map: @@ -184,7 +186,7 @@ def get_item_warehouse_map(filters, sle): qty_dict = iwb_map[(d.company, d.item_code, d.warehouse)] if d.voucher_type == "Stock Reconciliation": - qty_diff = flt(d.qty_after_transaction) - qty_dict.bal_qty + qty_diff = flt(d.qty_after_transaction) - flt(qty_dict.bal_qty) else: qty_diff = flt(d.actual_qty) @@ -195,7 +197,7 @@ def get_item_warehouse_map(filters, sle): qty_dict.opening_val += value_diff elif d.posting_date >= from_date and d.posting_date <= to_date: - if qty_diff > 0: + if flt(qty_diff, float_precision) >= 0: qty_dict.in_qty += qty_diff qty_dict.in_val += value_diff else: @@ -206,16 +208,15 @@ def get_item_warehouse_map(filters, sle): qty_dict.bal_qty += qty_diff qty_dict.bal_val += value_diff - iwb_map = filter_items_with_no_transactions(iwb_map) + iwb_map = filter_items_with_no_transactions(iwb_map, float_precision) return iwb_map -def filter_items_with_no_transactions(iwb_map): +def filter_items_with_no_transactions(iwb_map, float_precision): for (company, item, warehouse) in sorted(iwb_map): qty_dict = iwb_map[(company, item, warehouse)] no_transactions = True - float_precision = cint(frappe.db.get_default("float_precision")) or 3 for key, val in iteritems(qty_dict): val = flt(val, float_precision) qty_dict[key] = val diff --git a/erpnext/stock/stock_balance.py b/erpnext/stock/stock_balance.py index e5dc6b12df7..56973153609 100644 --- a/erpnext/stock/stock_balance.py +++ b/erpnext/stock/stock_balance.py @@ -113,13 +113,30 @@ def get_reserved_qty(item_code, warehouse): return flt(reserved_qty[0][0]) if reserved_qty else 0 def get_indented_qty(item_code, warehouse): - indented_qty = frappe.db.sql("""select sum((mr_item.qty - mr_item.ordered_qty) * mr_item.conversion_factor) + # Ordered Qty is always maintained in stock UOM + inward_qty = frappe.db.sql(""" + select sum(mr_item.stock_qty - mr_item.ordered_qty) from `tabMaterial Request Item` mr_item, `tabMaterial Request` mr where mr_item.item_code=%s and mr_item.warehouse=%s - and mr_item.qty > mr_item.ordered_qty and mr_item.parent=mr.name - and mr.status!='Stopped' and mr.docstatus=1""", (item_code, warehouse)) + and mr.material_request_type in ('Purchase', 'Manufacture', 'Customer Provided', 'Material Transfer') + and mr_item.stock_qty > mr_item.ordered_qty and mr_item.parent=mr.name + and mr.status!='Stopped' and mr.docstatus=1 + """, (item_code, warehouse)) + inward_qty = flt(inward_qty[0][0]) if inward_qty else 0 - return flt(indented_qty[0][0]) if indented_qty else 0 + outward_qty = frappe.db.sql(""" + select sum(mr_item.stock_qty - mr_item.ordered_qty) + from `tabMaterial Request Item` mr_item, `tabMaterial Request` mr + where mr_item.item_code=%s and mr_item.warehouse=%s + and mr.material_request_type = 'Material Issue' + and mr_item.stock_qty > mr_item.ordered_qty and mr_item.parent=mr.name + and mr.status!='Stopped' and mr.docstatus=1 + """, (item_code, warehouse)) + outward_qty = flt(outward_qty[0][0]) if outward_qty else 0 + + requested_qty = inward_qty - outward_qty + + return requested_qty def get_ordered_qty(item_code, warehouse): ordered_qty = frappe.db.sql(""" @@ -145,9 +162,9 @@ def update_bin_qty(item_code, warehouse, qty_dict=None): from erpnext.stock.utils import get_bin bin = get_bin(item_code, warehouse) mismatch = False - for fld, val in qty_dict.items(): - if flt(bin.get(fld)) != flt(val): - bin.set(fld, flt(val)) + for field, value in qty_dict.items(): + if flt(bin.get(field)) != flt(value): + bin.set(field, flt(value)) mismatch = True if mismatch: diff --git a/erpnext/stock/stock_ledger.py b/erpnext/stock/stock_ledger.py index b100f453273..7567a1ae758 100644 --- a/erpnext/stock/stock_ledger.py +++ b/erpnext/stock/stock_ledger.py @@ -428,7 +428,7 @@ class update_entries_after(object): frappe.get_desk_link(self.exceptions[0]["voucher_type"], self.exceptions[0]["voucher_no"])) if self.verbose: - frappe.throw(msg, NegativeStockError, title='Insufficent Stock') + frappe.throw(msg, NegativeStockError, title='Insufficient Stock') else: raise NegativeStockError(msg) diff --git a/erpnext/stock/utils.py b/erpnext/stock/utils.py index f3381c76091..7f32b8d8bb8 100644 --- a/erpnext/stock/utils.py +++ b/erpnext/stock/utils.py @@ -74,7 +74,8 @@ def get_stock_value_on(warehouse=None, posting_date=None, item_code=None): return sum(sle_map.values()) @frappe.whitelist() -def get_stock_balance(item_code, warehouse, posting_date=None, posting_time=None, with_valuation_rate=False): +def get_stock_balance(item_code, warehouse, posting_date=None, posting_time=None, + with_valuation_rate=False, with_serial_no=False): """Returns stock balance quantity at given warehouse on given posting date or current date. If `with_valuation_rate` is True, will return tuple (qty, rate)""" @@ -84,17 +85,51 @@ def get_stock_balance(item_code, warehouse, posting_date=None, posting_time=None if not posting_date: posting_date = nowdate() if not posting_time: posting_time = nowtime() - last_entry = get_previous_sle({ + args = { "item_code": item_code, "warehouse":warehouse, "posting_date": posting_date, - "posting_time": posting_time }) + "posting_time": posting_time + } + + last_entry = get_previous_sle(args) if with_valuation_rate: - return (last_entry.qty_after_transaction, last_entry.valuation_rate) if last_entry else (0.0, 0.0) + if with_serial_no: + serial_nos = last_entry.get("serial_no") + + if (serial_nos and + len(get_serial_nos_data(serial_nos)) < last_entry.qty_after_transaction): + serial_nos = get_serial_nos_data_after_transactions(args) + + return ((last_entry.qty_after_transaction, last_entry.valuation_rate, serial_nos) + if last_entry else (0.0, 0.0, 0.0)) + else: + return (last_entry.qty_after_transaction, last_entry.valuation_rate) if last_entry else (0.0, 0.0) else: return last_entry.qty_after_transaction if last_entry else 0.0 +def get_serial_nos_data_after_transactions(args): + serial_nos = [] + data = frappe.db.sql(""" SELECT serial_no, actual_qty + FROM `tabStock Ledger Entry` + WHERE + item_code = %(item_code)s and warehouse = %(warehouse)s + and timestamp(posting_date, posting_time) < timestamp(%(posting_date)s, %(posting_time)s) + order by posting_date, posting_time asc """, args, as_dict=1) + + for d in data: + if d.actual_qty > 0: + serial_nos.extend(get_serial_nos_data(d.serial_no)) + else: + serial_nos = list(set(serial_nos) - set(get_serial_nos_data(d.serial_no))) + + return '\n'.join(serial_nos) + +def get_serial_nos_data(serial_nos): + from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos + return get_serial_nos(serial_nos) + @frappe.whitelist() def get_latest_stock_qty(item_code, warehouse=None): values, condition = [item_code], "" diff --git a/erpnext/support/desk_page/support/support.json b/erpnext/support/desk_page/support/support.json index 4a7885e46f9..596987f46a5 100644 --- a/erpnext/support/desk_page/support/support.json +++ b/erpnext/support/desk_page/support/support.json @@ -1,30 +1,34 @@ { "cards": [ { - "links": "[\n {\n \"description\": \"Service Level.\",\n \"label\": \"Service Level\",\n \"name\": \"Service Level\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Service Level Agreement.\",\n \"label\": \"Service Level Agreement\",\n \"name\": \"Service Level Agreement\",\n \"type\": \"doctype\"\n }\n]", - "title": "Service Level Agreement" + "hidden": 0, + "label": "Service Level Agreement", + "links": "[\n {\n \"description\": \"Service Level.\",\n \"label\": \"Service Level\",\n \"name\": \"Service Level\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Service Level Agreement.\",\n \"label\": \"Service Level Agreement\",\n \"name\": \"Service Level Agreement\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"label\": \"Maintenance Schedule\",\n \"name\": \"Maintenance Schedule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Maintenance Visit\",\n \"name\": \"Maintenance Visit\",\n \"type\": \"doctype\"\n }\n]", - "title": "Maintenance" + "hidden": 0, + "label": "Maintenance", + "links": "[\n {\n \"label\": \"Maintenance Schedule\",\n \"name\": \"Maintenance Schedule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Maintenance Visit\",\n \"name\": \"Maintenance Visit\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Support queries from customers.\",\n \"label\": \"Issue\",\n \"name\": \"Issue\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Issue Type.\",\n \"label\": \"Issue Type\",\n \"name\": \"Issue Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Issue Priority.\",\n \"label\": \"Issue Priority\",\n \"name\": \"Issue Priority\",\n \"type\": \"doctype\"\n }\n]", - "title": "Issues" + "hidden": 0, + "label": "Issues", + "links": "[\n {\n \"description\": \"Support queries from customers.\",\n \"label\": \"Issue\",\n \"name\": \"Issue\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Issue Type.\",\n \"label\": \"Issue Type\",\n \"name\": \"Issue Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Issue Priority.\",\n \"label\": \"Issue Priority\",\n \"name\": \"Issue Priority\",\n \"type\": \"doctype\"\n }\n]" }, { - "links": "[\n {\n \"description\": \"Warranty Claim against Serial No.\",\n \"label\": \"Warranty Claim\",\n \"name\": \"Warranty Claim\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Single unit of an Item.\",\n \"label\": \"Serial No\",\n \"name\": \"Serial No\",\n \"type\": \"doctype\"\n }\n]", - "title": "Warranty" + "hidden": 0, + "label": "Warranty", + "links": "[\n {\n \"description\": \"Warranty Claim against Serial No.\",\n \"label\": \"Warranty Claim\",\n \"name\": \"Warranty Claim\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Single unit of an Item.\",\n \"label\": \"Serial No\",\n \"name\": \"Serial No\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-list", - "links": "[\n {\n \"label\": \"Support Settings\",\n \"name\": \"Support Settings\",\n \"type\": \"doctype\"\n }\n]", - "title": "Settings" + "hidden": 0, + "label": "Settings", + "links": "[\n {\n \"label\": \"Support Settings\",\n \"name\": \"Support Settings\",\n \"type\": \"doctype\"\n }\n]" }, { - "icon": "fa fa-list", - "links": "[\n {\n \"dependencies\": [\n \"Issue\"\n ],\n \"doctype\": \"Issue\",\n \"is_query_report\": true,\n \"label\": \"Minutes to First Response for Issues\",\n \"name\": \"Minutes to First Response for Issues\",\n \"type\": \"report\"\n }\n]", - "title": "Reports" + "hidden": 0, + "label": "Reports", + "links": "[\n {\n \"dependencies\": [\n \"Issue\"\n ],\n \"doctype\": \"Issue\",\n \"is_query_report\": true,\n \"label\": \"Minutes to First Response for Issues\",\n \"name\": \"Minutes to First Response for Issues\",\n \"type\": \"report\"\n }\n]" } ], "category": "Modules", @@ -39,7 +43,7 @@ "idx": 0, "is_standard": 1, "label": "Support", - "modified": "2020-03-12 16:30:39.482621", + "modified": "2020-04-01 11:28:51.120583", "modified_by": "Administrator", "module": "Support", "name": "Support", @@ -48,17 +52,17 @@ "pin_to_top": 0, "shortcuts": [ { - "is_query_report": 0, + "label": "Issue", "link_to": "Issue", "type": "DocType" }, { - "is_query_report": 0, + "label": "Service Level", "link_to": "Service Level", "type": "DocType" }, { - "is_query_report": 0, + "label": "Maintenance Visit", "link_to": "Maintenance Visit", "type": "DocType" } diff --git a/erpnext/support/doctype/issue/issue.json b/erpnext/support/doctype/issue/issue.json index 6641f56d182..c12cef4a5f3 100644 --- a/erpnext/support/doctype/issue/issue.json +++ b/erpnext/support/doctype/issue/issue.json @@ -6,6 +6,7 @@ "creation": "2013-02-01 10:36:25", "doctype": "DocType", "document_type": "Setup", + "email_append_to": 1, "engine": "InnoDB", "field_order": [ "subject_section", @@ -366,7 +367,7 @@ "icon": "fa fa-ticket", "idx": 7, "links": [], - "modified": "2020-02-26 02:19:49.477928", + "modified": "2020-03-13 02:19:49.477928", "modified_by": "Administrator", "module": "Support", "name": "Issue", @@ -386,8 +387,10 @@ ], "quick_entry": 1, "search_fields": "status,customer,subject,raised_by", + "sender_field": "raised_by", "sort_field": "modified", "sort_order": "DESC", + "subject_field": "subject", "timeline_field": "customer", "title_field": "subject", "track_changes": 1, diff --git a/erpnext/support/doctype/issue/issue.py b/erpnext/support/doctype/issue/issue.py index 1ca6de48cb2..117267f1a42 100644 --- a/erpnext/support/doctype/issue/issue.py +++ b/erpnext/support/doctype/issue/issue.py @@ -14,9 +14,6 @@ from frappe.utils.user import is_website_user from erpnext.support.doctype.service_level_agreement.service_level_agreement import get_active_service_level_agreement_for from frappe.email.inbox import link_communication_to_document -sender_field = "raised_by" - - class Issue(Document): def get_feed(self): return "{0}: {1}".format(_(self.status), self.subject) @@ -338,8 +335,13 @@ def get_issue_list(doctype, txt, filters, limit_start, limit_page_length=20, ord ignore_permissions = False if is_website_user(): - if not filters: filters = [] - filters.append(("Issue", "customer", "=", customer)) if customer else filters.append(("Issue", "raised_by", "=", user)) + if not filters: filters = {} + + if customer: + filters["customer"] = customer + else: + filters["raised_by"] = user + ignore_permissions = True return get_list(doctype, txt, filters, limit_start, limit_page_length, ignore_permissions=ignore_permissions) diff --git a/erpnext/templates/includes/cart.js b/erpnext/templates/includes/cart.js index 456bc7e4136..c6dfd35e29e 100644 --- a/erpnext/templates/includes/cart.js +++ b/erpnext/templates/includes/cart.js @@ -26,15 +26,14 @@ $.extend(shopping_cart, { bind_address_select: function() { $(".cart-addresses").on('click', '.address-card', function(e) { const $card = $(e.currentTarget); - const address_fieldname = $card.closest('[data-fieldname]').attr('data-fieldname'); + const address_type = $card.closest('[data-address-type]').attr('data-address-type'); const address_name = $card.closest('[data-address-name]').attr('data-address-name'); - return frappe.call({ type: "POST", method: "erpnext.shopping_cart.cart.update_cart_address", freeze: true, args: { - address_fieldname, + address_type, address_name }, callback: function(r) { diff --git a/erpnext/templates/includes/cart/cart_address.html b/erpnext/templates/includes/cart/cart_address.html index f7f35483208..60de3af17bf 100644 --- a/erpnext/templates/includes/cart/cart_address.html +++ b/erpnext/templates/includes/cart/cart_address.html @@ -18,7 +18,7 @@
{{ _("Shipping Address") }}
{% for address in shipping_addresses %} -
+
{% include "templates/includes/cart/address_card.html" %}
{% endfor %} @@ -28,7 +28,7 @@
{{ _("Billing Address") }}
{% for address in billing_addresses %} -
+
{% include "templates/includes/cart/address_card.html" %}
{% endfor %} @@ -123,9 +123,19 @@ frappe.ready(() => { primary_action: (values) => { frappe.call('erpnext.shopping_cart.cart.add_new_address', { doc: values }) .then(r => { - d.hide(); - window.location.reload(); + frappe.call({ + method: "erpnext.shopping_cart.cart.update_cart_address", + args: { + address_type: r.message.address_type, + address_name: r.message.name + }, + callback: function (r) { + d.hide(); + window.location.reload(); + } + }); }); + } }) diff --git a/erpnext/templates/includes/itemised_tax_breakup.html b/erpnext/templates/includes/itemised_tax_breakup.html index c27e4cede0d..c2f13539cdf 100644 --- a/erpnext/templates/includes/itemised_tax_breakup.html +++ b/erpnext/templates/includes/itemised_tax_breakup.html @@ -16,7 +16,11 @@ {{ item }} - {{ frappe.utils.fmt_money(itemised_taxable_amount.get(item, 0), None, currency) }} + {% if doc.get('is_return') %} + {{ frappe.utils.fmt_money((itemised_taxable_amount.get(item, 0))|abs, None, doc.currency) }} + {% else %} + {{ frappe.utils.fmt_money(itemised_taxable_amount.get(item, 0), None, doc.currency) }} + {% endif %} {% for tax_account in tax_accounts %} {% set tax_details = taxes.get(tax_account) %} @@ -25,7 +29,11 @@ {% if tax_details.tax_rate or not tax_details.tax_amount %} ({{ tax_details.tax_rate }}%) {% endif %} - {{ frappe.utils.fmt_money(tax_details.tax_amount / conversion_rate, None, currency) }} + {% if doc.get('is_return') %} + {{ frappe.utils.fmt_money((tax_details.tax_amount / doc.conversion_rate)|abs, None, doc.currency) }} + {% else %} + {{ frappe.utils.fmt_money(tax_details.tax_amount / doc.conversion_rate, None, doc.currency) }} + {% endif %} {% else %} diff --git a/erpnext/templates/includes/order/order_taxes.html b/erpnext/templates/includes/order/order_taxes.html index 4a32aa47446..ebec838d03e 100644 --- a/erpnext/templates/includes/order/order_taxes.html +++ b/erpnext/templates/includes/order/order_taxes.html @@ -10,16 +10,16 @@ {% endif %} {% for d in doc.taxes %} -{% if d.base_tax_amount > 0 %} - - - {{ d.description }} - - - {{ d.get_formatted("base_tax_amount") }} - - -{% endif %} + {% if d.base_tax_amount %} + + + {{ d.description }} + + + {{ d.get_formatted("base_tax_amount") }} + + + {% endif %} {% endfor %} {% if doc.doctype == 'Quotation' %} diff --git a/erpnext/templates/pages/cart.html b/erpnext/templates/pages/cart.html index 912702e386d..3033d1587d6 100644 --- a/erpnext/templates/pages/cart.html +++ b/erpnext/templates/pages/cart.html @@ -12,16 +12,6 @@ {% block header_actions %} -{% if doc.items and cart_settings.enable_checkout %} - -{% endif %} -{% if doc.items and not cart_settings.enable_checkout %} - -{% endif %} {% endblock %} {% block page_content %} @@ -55,6 +45,20 @@

{{ _('Your cart is Empty') }}

{% endif %} + {% if doc.items %} +
+ {% if cart_settings.enable_checkout %} + + {% else %} + + {% endif %} +
+ {% endif %} + {% if doc.items %} {% if doc.tc_name %}
diff --git a/erpnext/utilities/transaction_base.py b/erpnext/utilities/transaction_base.py index f88ffd44e3c..14674c067cd 100644 --- a/erpnext/utilities/transaction_base.py +++ b/erpnext/utilities/transaction_base.py @@ -126,7 +126,7 @@ class TransactionBase(StatusUpdater): frappe.msgprint(_("Row #{0}: Rate must be same as {1}: {2} ({3} / {4}) ") .format(d.idx, ref_dt, d.get(ref_dn_field), d.rate, ref_rate)) frappe.throw(_("To allow different rates, disable the {0} checkbox in {1}.") - .format(frappe.bold("Maintain Same Rate Throughout Sales Cycle"), + .format(frappe.bold(_("Maintain Same Rate Throughout Sales Cycle")), get_link_to_form("Selling Settings", "Selling Settings", frappe.bold("Selling Settings")))) def get_link_filters(self, for_doctype): @@ -179,4 +179,6 @@ def validate_uom_is_integer(doc, uom_field, qty_fields, child_dt=None): qty = d.get(f) if qty: if abs(cint(qty) - flt(qty)) > 0.0000001: - frappe.throw(_("Quantity ({0}) cannot be a fraction in row {1}").format(qty, d.idx), UOMMustBeIntegerError) + frappe.throw(_("Row {1}: Quantity ({0}) cannot be a fraction. To allow this, disable '{2}' in UOM {3}.") \ + .format(qty, d.idx, frappe.bold(_("Must be Whole Number")), frappe.bold(d.get(uom_field))), + UOMMustBeIntegerError) diff --git a/erpnext/www/book-appointment/__init__.py b/erpnext/www/book-appointment/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/www/book-appointment/verify/__init__.py b/erpnext/www/book-appointment/verify/__init__.py new file mode 100644 index 00000000000..e69de29bb2d diff --git a/erpnext/www/lms/content.html b/erpnext/www/lms/content.html index 5607c0814d4..cdc71412c48 100644 --- a/erpnext/www/lms/content.html +++ b/erpnext/www/lms/content.html @@ -63,7 +63,7 @@
-

{{ content.name }} ({{ position + 1 }}/{{length}})

+

{{ content.name }} ({{ position + 1 }}/{{length}})

{% endmacro %} diff --git a/requirements.txt b/requirements.txt index c277545fab5..9da537e4933 100644 --- a/requirements.txt +++ b/requirements.txt @@ -8,3 +8,4 @@ PyGithub==1.44.1 python-stdnum==1.12 Unidecode==1.1.1 WooCommerce==2.1.1 +tweepy==3.8.0 \ No newline at end of file diff --git a/yarn.lock b/yarn.lock index 9b315180fe4..c5509d6e1a5 100644 --- a/yarn.lock +++ b/yarn.lock @@ -1133,9 +1133,9 @@ minimatch@^3.0.4: brace-expansion "^1.1.7" minimist@^1.2.0: - version "1.2.0" - resolved "https://registry.yarnpkg.com/minimist/-/minimist-1.2.0.tgz#a35008b20f41383eec1fb914f4cd5df79a264284" - integrity sha1-o1AIsg9BOD7sH7kU9M1d95omQoQ= + version "1.2.5" + resolved "https://registry.yarnpkg.com/minimist/-/minimist-1.2.5.tgz#67d66014b66a6a8aaa0c083c5fd58df4e4e97602" + integrity sha512-FM9nNUYrRBAELZQT3xeZQ7fmMOBg6nWNmJKTcgsJeaLstP/UODVpGsr5OhXhhXg6f+qtJ8uiZ+PUxkDWcgIXLw== ms@2.0.0: version "2.0.0"