Merge branch 'develop' of https://github.com/frappe/erpnext into party_account_currency_check

erpnext/accounts/doctype/bank_transaction/bank_transaction.py

@@ -21,6 +21,10 @@ class BankTransaction(StatusUpdater):
 		self.update_allocations()
 		self.clear_linked_payment_entries()
 		self.set_status(update=True)
+	
+	def on_cancel(self):
+		self.clear_linked_payment_entries(for_cancel=True)
+		self.set_status(update=True)
 
 	def update_allocations(self):
 		if self.payment_entries:
@@ -41,21 +45,46 @@ class BankTransaction(StatusUpdater):
 			frappe.db.set_value(self.doctype, self.name, "status", "Reconciled")
 
 		self.reload()
-
+	
-	def clear_linked_payment_entries(self):
+	def clear_linked_payment_entries(self, for_cancel=False):
 		for payment_entry in self.payment_entries:
 			if payment_entry.payment_document in ["Payment Entry", "Journal Entry", "Purchase Invoice", "Expense Claim"]:
-				self.clear_simple_entry(payment_entry)
+				self.clear_simple_entry(payment_entry, for_cancel=for_cancel)
 
 			elif payment_entry.payment_document == "Sales Invoice":
-				self.clear_sales_invoice(payment_entry)
+				self.clear_sales_invoice(payment_entry, for_cancel=for_cancel)
 
-	def clear_simple_entry(self, payment_entry):
+	def clear_simple_entry(self, payment_entry, for_cancel=False):
-		frappe.db.set_value(payment_entry.payment_document, payment_entry.payment_entry, "clearance_date", self.date)
+		if payment_entry.payment_document == "Payment Entry":
+			if frappe.db.get_value("Payment Entry", payment_entry.payment_entry, "payment_type") == "Internal Transfer":
+				if len(get_reconciled_bank_transactions(payment_entry)) < 2:
+					return
 
-	def clear_sales_invoice(self, payment_entry):
+		clearance_date = self.date if not for_cancel else None
-		frappe.db.set_value("Sales Invoice Payment", dict(parenttype=payment_entry.payment_document,
+		frappe.db.set_value(
-			parent=payment_entry.payment_entry), "clearance_date", self.date)
+			payment_entry.payment_document, payment_entry.payment_entry,
+			"clearance_date", clearance_date)
+
+	def clear_sales_invoice(self, payment_entry, for_cancel=False):
+		clearance_date = self.date if not for_cancel else None
+		frappe.db.set_value(
+			"Sales Invoice Payment",
+			dict(
+				parenttype=payment_entry.payment_document,
+				parent=payment_entry.payment_entry
+			),
+			"clearance_date", clearance_date)
+
+def get_reconciled_bank_transactions(payment_entry):
+	reconciled_bank_transactions = frappe.get_all(
+		'Bank Transaction Payments', 
+		filters = {
+			'payment_entry': payment_entry.payment_entry
+		},
+		fields = ['parent']
+	)
+
+	return reconciled_bank_transactions
 
 def get_total_allocated_amount(payment_entry):
 	return frappe.db.sql("""

erpnext/accounts/doctype/bank_transaction/bank_transaction_list.js

@@ -4,10 +4,12 @@
 frappe.listview_settings['Bank Transaction'] = {
 	add_fields: ["unallocated_amount"],
 	get_indicator: function(doc) {
-		if(flt(doc.unallocated_amount)>0) {
+		if(doc.docstatus == 2) {
-			return [__("Unreconciled"), "orange", "unallocated_amount,>,0"];
+			return [__("Cancelled"), "red", "docstatus,=,2"];
 		} else if(flt(doc.unallocated_amount)<=0) {
 			return [__("Reconciled"), "green", "unallocated_amount,=,0"];
+		} else if(flt(doc.unallocated_amount)>0) {
+			return [__("Unreconciled"), "orange", "unallocated_amount,>,0"];
 		}
 	}
 };

erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py

@@ -25,7 +25,8 @@ class TestBankTransaction(unittest.TestCase):
 	def tearDownClass(cls):
 		for bt in frappe.get_all("Bank Transaction"):
 			doc = frappe.get_doc("Bank Transaction", bt.name)
-			doc.cancel()
+			if doc.docstatus == 1:
+				doc.cancel()
 			doc.delete()
 
 		# Delete directly in DB to avoid validation errors for countries not allowing deletion
@@ -57,6 +58,12 @@ class TestBankTransaction(unittest.TestCase):
 		clearance_date = frappe.db.get_value("Payment Entry", payment.name, "clearance_date")
 		self.assertTrue(clearance_date is not None)
 
+		bank_transaction.reload()
+		bank_transaction.cancel()
+
+		clearance_date = frappe.db.get_value("Payment Entry", payment.name, "clearance_date")
+		self.assertFalse(clearance_date)
+
 	# Check if ERPNext can correctly filter a linked payments based on the debit/credit amount
 	def test_debit_credit_output(self):
 		bank_transaction = frappe.get_doc("Bank Transaction", dict(description="Auszahlung Karte MC/000002916 AUTOMAT 698769 K002 27.10. 14:07"))

erpnext/accounts/doctype/finance_book/test_finance_book.py

@@ -9,19 +9,8 @@ import frappe
 import unittest
 
 class TestFinanceBook(unittest.TestCase):
-	def create_finance_book(self):
-		if not frappe.db.exists("Finance Book", "_Test Finance Book"):
-			finance_book = frappe.get_doc({
-				"doctype": "Finance Book",
-				"finance_book_name": "_Test Finance Book"
-			}).insert()
-		else:
-			finance_book = frappe.get_doc("Finance Book", "_Test Finance Book")
-
-		return finance_book
-
 	def test_finance_book(self):
-		finance_book = self.create_finance_book()
+		finance_book = create_finance_book()
 
 		# create jv entry
 		jv = make_journal_entry("_Test Bank - _TC",
@@ -41,3 +30,14 @@ class TestFinanceBook(unittest.TestCase):
 
 		for gl_entry in gl_entries:
 			self.assertEqual(gl_entry.finance_book, finance_book.name)
+
+def create_finance_book():
+	if not frappe.db.exists("Finance Book", "_Test Finance Book"):
+		finance_book = frappe.get_doc({
+			"doctype": "Finance Book",
+			"finance_book_name": "_Test Finance Book"
+		}).insert()
+	else:
+		finance_book = frappe.get_doc("Finance Book", "_Test Finance Book")
+
+	return finance_book

erpnext/accounts/doctype/payment_entry/payment_entry.js

@@ -533,8 +533,8 @@ frappe.ui.form.on('Payment Entry', {
 	source_exchange_rate: function(frm) {
 		if (frm.doc.paid_amount) {
 			frm.set_value("base_paid_amount", flt(frm.doc.paid_amount) * flt(frm.doc.source_exchange_rate));
-			if(!frm.set_paid_amount_based_on_received_amount &&
+			// target exchange rate should always be same as source if both account currencies is same
-					(frm.doc.paid_from_account_currency == frm.doc.paid_to_account_currency)) {
+			if(frm.doc.paid_from_account_currency == frm.doc.paid_to_account_currency) {
 				frm.set_value("target_exchange_rate", frm.doc.source_exchange_rate);
 				frm.set_value("base_received_amount", frm.doc.base_paid_amount);
 			}

erpnext/accounts/doctype/payment_entry/payment_entry.py

@@ -55,14 +55,17 @@ class PaymentEntry(AccountsController):
 		self.validate_mandatory()
 		self.validate_reference_documents()
 		self.set_tax_withholding()
-		self.apply_taxes()
 		self.set_amounts()
+		self.validate_amounts()
+		self.apply_taxes()
+		self.set_amounts_after_tax()
 		self.clear_unallocated_reference_document_rows()
 		self.validate_payment_against_negative_invoice()
 		self.validate_transaction_reference()
 		self.set_title()
 		self.set_remarks()
 		self.validate_duplicate_entry()
+		self.validate_payment_type_with_outstanding()
 		self.validate_allocated_amount()
 		self.validate_paid_invoices()
 		self.ensure_supplier_is_not_blocked()
@@ -118,6 +121,11 @@ class PaymentEntry(AccountsController):
 			if not self.get(field):
 				self.set(field, bank_data.account)
 
+	def validate_payment_type_with_outstanding(self):
+		total_outstanding = sum(d.allocated_amount for d in self.get('references'))
+		if total_outstanding < 0 and self.party_type == 'Customer' and self.payment_type == 'Receive':
+			frappe.throw(_("Cannot receive from customer against negative outstanding"), title=_("Incorrect Payment Type"))
+
 	def validate_allocated_amount(self):
 		for d in self.get("references"):
 			if (flt(d.allocated_amount))> 0:
@@ -236,7 +244,9 @@ class PaymentEntry(AccountsController):
 						self.company_currency, self.posting_date)
 
 	def set_target_exchange_rate(self, ref_doc=None):
-		if self.paid_to and not self.target_exchange_rate:
+		if self.paid_from_account_currency == self.paid_to_account_currency:
+			self.target_exchange_rate = self.source_exchange_rate
+		elif self.paid_to and not self.target_exchange_rate:
 			if ref_doc:
 				if self.paid_to_account_currency == ref_doc.currency:
 					self.target_exchange_rate = ref_doc.get("exchange_rate")
@@ -468,13 +478,22 @@ class PaymentEntry(AccountsController):
 	def set_amounts(self):
 		self.set_received_amount()
 		self.set_amounts_in_company_currency()
-		self.set_amounts_after_tax()
 		self.set_total_allocated_amount()
 		self.set_unallocated_amount()
 		self.set_difference_amount()
 
+	def validate_amounts(self):
+		self.validate_received_amount()
+	
+	def validate_received_amount(self):
+		if self.paid_from_account_currency == self.paid_to_account_currency:
+			if self.paid_amount != self.received_amount:
+				frappe.throw(_("Received Amount cannot be greater than Paid Amount"))
+
 	def set_received_amount(self):
 		self.base_received_amount = self.base_paid_amount
+		if self.paid_from_account_currency == self.paid_to_account_currency:
+			self.received_amount = self.paid_amount
 
 	def set_amounts_after_tax(self):
 		applicable_tax = 0

erpnext/accounts/doctype/payment_entry/test_payment_entry.py

@@ -107,7 +107,7 @@ class TestPaymentEntry(unittest.TestCase):
 		pe = get_payment_entry("Sales Invoice", si.name, bank_account="_Test Bank USD - _TC")
 		pe.reference_no = "1"
 		pe.reference_date = "2016-01-01"
-		pe.target_exchange_rate = 50
+		pe.source_exchange_rate = 50
 		pe.insert()
 		pe.submit()
 
@@ -154,7 +154,7 @@ class TestPaymentEntry(unittest.TestCase):
 		pe = get_payment_entry("Sales Invoice", si.name, bank_account="_Test Bank USD - _TC")
 		pe.reference_no = "1"
 		pe.reference_date = "2016-01-01"
-		pe.target_exchange_rate = 50
+		pe.source_exchange_rate = 50
 		pe.insert()
 		pe.submit()
 
@@ -491,7 +491,7 @@ class TestPaymentEntry(unittest.TestCase):
 		pe = get_payment_entry("Sales Invoice", si.name, bank_account="_Test Bank USD - _TC")
 		pe.reference_no = "1"
 		pe.reference_date = "2016-01-01"
-		pe.target_exchange_rate = 55
+		pe.source_exchange_rate = 55
 
 		pe.append("deductions", {
 			"account": "_Test Exchange Gain/Loss - _TC",

erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py

@@ -50,9 +50,13 @@ class PeriodClosingVoucher(AccountsController):
 				.format(pce[0][0], self.posting_date))
 
 	def make_gl_entries(self):
+		gl_entries = self.get_gl_entries()
+		if gl_entries:
+			from erpnext.accounts.general_ledger import make_gl_entries
+			make_gl_entries(gl_entries)
+	
+	def get_gl_entries(self):
 		gl_entries = []
-		net_pl_balance = 0
-
 		pl_accounts = self.get_pl_balances()
 
 		for acc in pl_accounts:
@@ -60,6 +64,7 @@ class PeriodClosingVoucher(AccountsController):
 				gl_entries.append(self.get_gl_dict({
 					"account": acc.account,
 					"cost_center": acc.cost_center,
+					"finance_book": acc.finance_book,
 					"account_currency": acc.account_currency,
 					"debit_in_account_currency": abs(flt(acc.bal_in_account_currency)) if flt(acc.bal_in_account_currency) < 0 else 0,
 					"debit": abs(flt(acc.bal_in_company_currency)) if flt(acc.bal_in_company_currency) < 0 else 0,
@@ -67,35 +72,13 @@ class PeriodClosingVoucher(AccountsController):
 					"credit": abs(flt(acc.bal_in_company_currency)) if flt(acc.bal_in_company_currency) > 0 else 0
 				}, item=acc))
 
-				net_pl_balance += flt(acc.bal_in_company_currency)
+		if gl_entries:
+			gle_for_net_pl_bal = self.get_pnl_gl_entry(pl_accounts)
+			gl_entries += gle_for_net_pl_bal
 
-		if net_pl_balance:
+		return gl_entries
-			if self.cost_center_wise_pnl:
+	
-				costcenter_wise_gl_entries = self.get_costcenter_wise_pnl_gl_entries(pl_accounts)
+	def get_pnl_gl_entry(self, pl_accounts):
-				gl_entries += costcenter_wise_gl_entries
-			else:
-				gl_entry = self.get_pnl_gl_entry(net_pl_balance)
-				gl_entries.append(gl_entry)
-
-		from erpnext.accounts.general_ledger import make_gl_entries
-		make_gl_entries(gl_entries)
-
-	def get_pnl_gl_entry(self, net_pl_balance):
-		cost_center = frappe.db.get_value("Company", self.company, "cost_center")
-		gl_entry = self.get_gl_dict({
-			"account": self.closing_account_head,
-			"debit_in_account_currency": abs(net_pl_balance) if net_pl_balance > 0 else 0,
-			"debit": abs(net_pl_balance) if net_pl_balance > 0 else 0,
-			"credit_in_account_currency": abs(net_pl_balance) if net_pl_balance < 0 else 0,
-			"credit": abs(net_pl_balance) if net_pl_balance < 0 else 0,
-			"cost_center": cost_center
-		})
-
-		self.update_default_dimensions(gl_entry)
-
-		return gl_entry
-
-	def get_costcenter_wise_pnl_gl_entries(self, pl_accounts):
 		company_cost_center = frappe.db.get_value("Company", self.company, "cost_center")
 		gl_entries = []
 
@@ -104,6 +87,7 @@ class PeriodClosingVoucher(AccountsController):
 				gl_entry = self.get_gl_dict({
 					"account": self.closing_account_head,
 					"cost_center": acc.cost_center or company_cost_center,
+					"finance_book": acc.finance_book,
 					"account_currency": acc.account_currency,
 					"debit_in_account_currency": abs(flt(acc.bal_in_account_currency)) if flt(acc.bal_in_account_currency) > 0 else 0,
 					"debit": abs(flt(acc.bal_in_company_currency)) if flt(acc.bal_in_company_currency) > 0 else 0,
@@ -130,7 +114,7 @@ class PeriodClosingVoucher(AccountsController):
 	def get_pl_balances(self):
 		"""Get balance for dimension-wise pl accounts"""
 
-		dimension_fields = ['t1.cost_center']
+		dimension_fields = ['t1.cost_center', 't1.finance_book']
 
 		self.accounting_dimensions = get_accounting_dimensions()
 		for dimension in self.accounting_dimensions:

erpnext/accounts/doctype/period_closing_voucher/test_period_closing_voucher.py

@@ -8,6 +8,7 @@ import frappe
 from frappe.utils import flt, today
 from erpnext.accounts.utils import get_fiscal_year, now
 from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
+from erpnext.accounts.doctype.finance_book.test_finance_book import create_finance_book
 from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
 
 class TestPeriodClosingVoucher(unittest.TestCase):
@@ -120,6 +121,58 @@ class TestPeriodClosingVoucher(unittest.TestCase):
 
 		self.assertTrue(pcv_gle, expected_gle)
 
+	def test_period_closing_with_finance_book_entries(self):
+		frappe.db.sql("delete from `tabGL Entry` where company='Test PCV Company'")
+
+		company = create_company()
+		surplus_account = create_account()
+		cost_center = create_cost_center("Test Cost Center 1")
+
+		create_sales_invoice(
+			company=company,
+			income_account="Sales - TPC",
+			expense_account="Cost of Goods Sold - TPC",
+			cost_center=cost_center,
+			rate=400,
+			debit_to="Debtors - TPC"
+		)
+		jv = make_journal_entry(
+			account1="Cash - TPC",
+			account2="Sales - TPC",
+			amount=400,
+			cost_center=cost_center,
+			posting_date=now()
+		)
+		jv.company = company
+		jv.finance_book = create_finance_book().name
+		jv.save()
+		jv.submit()
+
+		pcv = frappe.get_doc({
+			"transaction_date": today(),
+			"posting_date": today(),
+			"fiscal_year": get_fiscal_year(today())[0],
+			"company": company,
+			"closing_account_head": surplus_account,
+			"remarks": "Test",
+			"doctype": "Period Closing Voucher"
+		})
+		pcv.insert()
+		pcv.submit()
+
+		expected_gle = (
+			(surplus_account, 0.0, 400.0, ''),
+			(surplus_account, 0.0, 400.0, jv.finance_book),
+			('Sales - TPC', 400.0, 0.0, ''),
+			('Sales - TPC', 400.0, 0.0, jv.finance_book)
+		)
+
+		pcv_gle = frappe.db.sql("""
+			select account, debit, credit, finance_book from `tabGL Entry` where voucher_no=%s
+		""", (pcv.name))
+
+		self.assertTrue(pcv_gle, expected_gle)
+
 	def make_period_closing_voucher(self):
 		pcv = frappe.get_doc({
 			"doctype": "Period Closing Voucher",

erpnext/accounts/doctype/pos_closing_entry/test_pos_closing_entry.py

@@ -85,9 +85,15 @@ class TestPOSClosingEntry(unittest.TestCase):
 
 		pcv_doc.load_from_db()
 		pcv_doc.cancel()
-		si_doc.load_from_db()
+
+		cancelled_invoice = frappe.db.get_value(
+			'POS Invoice Merge Log', {'pos_closing_entry': pcv_doc.name},
+			'consolidated_invoice'
+		)
+		docstatus = frappe.db.get_value("Sales Invoice", cancelled_invoice, 'docstatus')
+		self.assertEqual(docstatus, 2)
+
 		pos_inv1.load_from_db()
-		self.assertEqual(si_doc.docstatus, 2)
 		self.assertEqual(pos_inv1.status, 'Paid')
 
 

erpnext/accounts/doctype/pos_invoice/pos_invoice.js

@@ -16,7 +16,7 @@ erpnext.selling.POSInvoiceController = class POSInvoiceController extends erpnex
 
 	onload(doc) {
 		super.onload();
-		this.frm.ignore_doctypes_on_cancel_all = ['POS Invoice Merge Log'];
+		this.frm.ignore_doctypes_on_cancel_all = ['POS Invoice Merge Log', 'POS Closing Entry'];
 		if(doc.__islocal && doc.is_pos && frappe.get_route_str() !== 'point-of-sale') {
 			this.frm.script_manager.trigger("is_pos");
 			this.frm.refresh_fields();
@@ -111,16 +111,12 @@ erpnext.selling.POSInvoiceController = class POSInvoiceController extends erpnex
 	}
 
 	write_off_outstanding_amount_automatically() {
-		if(cint(this.frm.doc.write_off_outstanding_amount_automatically)) {
+		if (cint(this.frm.doc.write_off_outstanding_amount_automatically)) {
 			frappe.model.round_floats_in(this.frm.doc, ["grand_total", "paid_amount"]);
 			// this will make outstanding amount 0
 			this.frm.set_value("write_off_amount",
 				flt(this.frm.doc.grand_total - this.frm.doc.paid_amount - this.frm.doc.total_advance, precision("write_off_amount"))
 			);
-			this.frm.toggle_enable("write_off_amount", false);
-
-		} else {
-			this.frm.toggle_enable("write_off_amount", true);
 		}
 
 		this.calculate_outstanding_amount(false);

erpnext/accounts/doctype/pos_invoice/pos_invoice.json

@@ -99,6 +99,7 @@
   "loyalty_redemption_account",
   "loyalty_redemption_cost_center",
   "section_break_49",
+  "coupon_code",
   "apply_discount_on",
   "base_discount_amount",
   "column_break_51",
@@ -1183,7 +1184,8 @@
    "label": "Write Off Amount",
    "no_copy": 1,
    "options": "currency",
-   "print_hide": 1
+   "print_hide": 1,
+   "read_only_depends_on": "eval: doc.write_off_outstanding_amount_automatically"
   },
   {
    "fieldname": "base_write_off_amount",
@@ -1549,12 +1551,20 @@
    "no_copy": 1,
    "options": "Sales Invoice",
    "read_only": 1
+  },
+  {
+   "depends_on": "coupon_code",
+   "fieldname": "coupon_code",
+   "fieldtype": "Link",
+   "label": "Coupon Code",
+   "options": "Coupon Code",
+   "print_hide": 1
   }
  ],
  "icon": "fa fa-file-text",
  "is_submittable": 1,
  "links": [],
- "modified": "2021-08-17 20:13:44.255437",
+ "modified": "2021-08-24 18:19:20.728433",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "POS Invoice",

erpnext/accounts/doctype/pos_invoice/pos_invoice.py

@@ -44,6 +44,9 @@ class POSInvoice(SalesInvoice):
 		self.validate_pos()
 		self.validate_payment_amount()
 		self.validate_loyalty_transaction()
+		if self.coupon_code:
+			from erpnext.accounts.doctype.pricing_rule.utils import validate_coupon_code
+			validate_coupon_code(self.coupon_code)
 
 	def on_submit(self):
 		# create the loyalty point ledger entry if the customer is enrolled in any loyalty program
@@ -58,6 +61,10 @@ class POSInvoice(SalesInvoice):
 		self.check_phone_payments()
 		self.set_status(update=True)
 
+		if self.coupon_code:
+			from erpnext.accounts.doctype.pricing_rule.utils import update_coupon_code_count
+			update_coupon_code_count(self.coupon_code,'used')
+
 	def before_cancel(self):
 		if self.consolidated_invoice and frappe.db.get_value('Sales Invoice', self.consolidated_invoice, 'docstatus') == 1:
 			pos_closing_entry = frappe.get_all(
@@ -84,6 +91,10 @@ class POSInvoice(SalesInvoice):
 			against_psi_doc.delete_loyalty_point_entry()
 			against_psi_doc.make_loyalty_point_entry()
 
+		if self.coupon_code:
+			from erpnext.accounts.doctype.pricing_rule.utils import update_coupon_code_count
+			update_coupon_code_count(self.coupon_code,'cancelled')
+
 	def check_phone_payments(self):
 		for pay in self.payments:
 			if pay.type == "Phone" and pay.amount >= 0:
@@ -127,7 +138,7 @@ class POSInvoice(SalesInvoice):
 						.format(item.idx, bold_delivered_serial_nos), title=_("Item Unavailable"))
 
 	def validate_stock_availablility(self):
-		if self.is_return:
+		if self.is_return or self.docstatus != 1:
 			return
 
 		allow_negative_stock = frappe.db.get_single_value('Stock Settings', 'allow_negative_stock')

erpnext/accounts/doctype/pos_invoice/test_pos_invoice.py

@@ -320,7 +320,8 @@ class TestPOSInvoice(unittest.TestCase):
 		pos2.get("items")[0].serial_no = serial_nos[0]
 		pos2.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 1000})
 
-		self.assertRaises(frappe.ValidationError, pos2.insert)
+		pos2.insert()
+		self.assertRaises(frappe.ValidationError, pos2.submit)
 
 	def test_delivered_serialized_item_transaction(self):
 		from erpnext.stock.doctype.stock_entry.test_stock_entry import make_serialized_item
@@ -348,7 +349,8 @@ class TestPOSInvoice(unittest.TestCase):
 		pos2.get("items")[0].serial_no = serial_nos[0]
 		pos2.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 1000})
 
-		self.assertRaises(frappe.ValidationError, pos2.insert)
+		pos2.insert()
+		self.assertRaises(frappe.ValidationError, pos2.submit)
 
 	def test_loyalty_points(self):
 		from erpnext.accounts.doctype.loyalty_program.test_loyalty_program import create_records

erpnext/accounts/doctype/pricing_rule/pricing_rule.py

@@ -198,12 +198,19 @@ def apply_pricing_rule(args, doc=None):
 	set_serial_nos_based_on_fifo = frappe.db.get_single_value("Stock Settings",
 		"automatically_set_serial_nos_based_on_fifo")
 
+	item_code_list = tuple(item.get('item_code') for item in item_list)
+	query_items = frappe.get_all('Item', fields=['item_code','has_serial_no'], filters=[['item_code','in',item_code_list]],as_list=1)
+	serialized_items = dict()
+	for item_code, val in query_items:
+		serialized_items.setdefault(item_code, val)
+	
 	for item in item_list:
 		args_copy = copy.deepcopy(args)
 		args_copy.update(item)
 		data = get_pricing_rule_for_item(args_copy, item.get('price_list_rate'), doc=doc)
 		out.append(data)
-		if not item.get("serial_no") and set_serial_nos_based_on_fifo and not args.get('is_return'):
+		
+		if serialized_items.get(item.get('item_code')) and not item.get("serial_no") and set_serial_nos_based_on_fifo and not args.get('is_return'):
 			out[0].update(get_serial_no_for_item(args_copy))
 
 	return out

erpnext/accounts/doctype/sales_invoice/sales_invoice.js

@@ -154,9 +154,9 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends e
 			return
 		}
 
-		$.each(doc["items"], function(i, row) {
+		doc.items.forEach((row) => {
 			if(row.delivery_note) frappe.model.clear_doc("Delivery Note", row.delivery_note)
-		})
+		});
 	}
 
 	set_default_print_format() {
@@ -324,16 +324,12 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends e
 	}
 
 	write_off_outstanding_amount_automatically() {
-		if(cint(this.frm.doc.write_off_outstanding_amount_automatically)) {
+		if (cint(this.frm.doc.write_off_outstanding_amount_automatically)) {
 			frappe.model.round_floats_in(this.frm.doc, ["grand_total", "paid_amount"]);
 			// this will make outstanding amount 0
 			this.frm.set_value("write_off_amount",
 				flt(this.frm.doc.grand_total - this.frm.doc.paid_amount - this.frm.doc.total_advance, precision("write_off_amount"))
 			);
-			this.frm.toggle_enable("write_off_amount", false);
-
-		} else {
-			this.frm.toggle_enable("write_off_amount", true);
 		}
 
 		this.calculate_outstanding_amount(false);
@@ -450,13 +446,25 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends e
 	}
 
 	currency() {
-		super.currency();
+		this._super();
 		$.each(cur_frm.doc.timesheets, function(i, d) {
 			let row = frappe.get_doc(d.doctype, d.name)
 			set_timesheet_detail_rate(row.doctype, row.name, cur_frm.doc.currency, row.timesheet_detail)
 		});
 		calculate_total_billing_amount(cur_frm)
 	}
+
+	currency() {
+		var me = this;
+		super.currency();
+		if (this.frm.doc.timesheets) {
+			this.frm.doc.timesheets.forEach((d) => {
+				let row = frappe.get_doc(d.doctype, d.name)
+				set_timesheet_detail_rate(row.doctype, row.name, me.frm.doc.currency, row.timesheet_detail)
+			});
+			calculate_total_billing_amount(this.frm);
+		}
+	}
 };
 
 // for backward compatibility: combine new and previous states
@@ -787,8 +795,6 @@ frappe.ui.form.on('Sales Invoice', {
 		if (frappe.boot.sysdefaults.country == 'India') unhide_field(['c_form_applicable', 'c_form_no']);
 		else hide_field(['c_form_applicable', 'c_form_no']);
 
-		frm.toggle_enable("write_off_amount", !!!cint(doc.write_off_outstanding_amount_automatically));
-
 		frm.refresh_fields();
 	},
 
@@ -980,9 +986,9 @@ var calculate_total_billing_amount =  function(frm) {
 
 	doc.total_billing_amount = 0.0
 	if (doc.timesheets) {
-		$.each(doc.timesheets, function(index, data){
+		doc.timesheets.forEach((d) => {
-			doc.total_billing_amount += flt(data.billing_amount)
+			doc.total_billing_amount += flt(d.billing_amount)
-		})
+		});
 	}
 
 	refresh_field('total_billing_amount')

erpnext/accounts/doctype/sales_invoice/sales_invoice.json

@@ -247,7 +247,7 @@
    "depends_on": "customer",
    "fetch_from": "customer.customer_name",
    "fieldname": "customer_name",
-   "fieldtype": "Data",
+   "fieldtype": "Small Text",
    "hide_days": 1,
    "hide_seconds": 1,
    "in_global_search": 1,
@@ -692,10 +692,11 @@
   {
    "fieldname": "scan_barcode",
    "fieldtype": "Data",
-   "options": "Barcode",
    "hide_days": 1,
    "hide_seconds": 1,
-   "label": "Scan Barcode"
+   "label": "Scan Barcode",
+   "length": 1,
+   "options": "Barcode"
   },
   {
    "allow_bulk_edit": 1,
@@ -1059,6 +1060,7 @@
    "hide_days": 1,
    "hide_seconds": 1,
    "label": "Apply Additional Discount On",
+   "length": 15,
    "options": "\nGrand Total\nNet Total",
    "print_hide": 1
   },
@@ -1145,7 +1147,7 @@
   {
    "description": "In Words will be visible once you save the Sales Invoice.",
    "fieldname": "base_in_words",
-   "fieldtype": "Data",
+   "fieldtype": "Small Text",
    "hide_days": 1,
    "hide_seconds": 1,
    "label": "In Words (Company Currency)",
@@ -1205,7 +1207,7 @@
   },
   {
    "fieldname": "in_words",
-   "fieldtype": "Data",
+   "fieldtype": "Small Text",
    "hide_days": 1,
    "hide_seconds": 1,
    "label": "In Words",
@@ -1444,7 +1446,8 @@
    "label": "Write Off Amount",
    "no_copy": 1,
    "options": "currency",
-   "print_hide": 1
+   "print_hide": 1,
+   "read_only_depends_on": "eval:doc.write_off_outstanding_amount_automatically"
   },
   {
    "fieldname": "base_write_off_amount",
@@ -1557,6 +1560,7 @@
    "hide_days": 1,
    "hide_seconds": 1,
    "label": "Print Language",
+   "length": 6,
    "print_hide": 1,
    "read_only": 1
   },
@@ -1644,6 +1648,7 @@
    "hide_seconds": 1,
    "in_standard_filter": 1,
    "label": "Status",
+   "length": 30,
    "no_copy": 1,
    "options": "\nDraft\nReturn\nCredit Note Issued\nSubmitted\nPaid\nUnpaid\nUnpaid and Discounted\nOverdue and Discounted\nOverdue\nCancelled\nInternal Transfer",
    "print_hide": 1,
@@ -1703,6 +1708,7 @@
    "hide_days": 1,
    "hide_seconds": 1,
    "label": "Is Opening Entry",
+   "length": 4,
    "oldfieldname": "is_opening",
    "oldfieldtype": "Select",
    "options": "No\nYes",
@@ -1714,6 +1720,7 @@
    "hide_days": 1,
    "hide_seconds": 1,
    "label": "C-Form Applicable",
+   "length": 4,
    "no_copy": 1,
    "options": "No\nYes",
    "print_hide": 1
@@ -2014,7 +2021,7 @@
    "link_fieldname": "consolidated_invoice"
   }
  ],
- "modified": "2021-08-17 20:16:12.737743",
+ "modified": "2021-08-25 14:46:05.279588",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Sales Invoice",

erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py

@@ -26,6 +26,7 @@ from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
 from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
 from erpnext.stock.doctype.delivery_note.delivery_note import make_sales_invoice
 from erpnext.stock.utils import get_incoming_rate
+from erpnext.accounts.utils import PaymentEntryUnlinkError
 
 class TestSalesInvoice(unittest.TestCase):
 	def make(self):
@@ -136,7 +137,7 @@ class TestSalesInvoice(unittest.TestCase):
 		pe.paid_to_account_currency = si.currency
 		pe.source_exchange_rate = 1
 		pe.target_exchange_rate = 1
-		pe.paid_amount = si.grand_total
+		pe.paid_amount = si.outstanding_amount
 		pe.insert()
 		pe.submit()
 
@@ -145,6 +146,42 @@ class TestSalesInvoice(unittest.TestCase):
 		self.assertRaises(frappe.LinkExistsError, si.cancel)
 		unlink_payment_on_cancel_of_invoice()
 
+	def test_payment_entry_unlink_against_standalone_credit_note(self):
+		from erpnext.accounts.doctype.payment_entry.test_payment_entry import get_payment_entry
+		si1 = create_sales_invoice(rate=1000)
+		si2 = create_sales_invoice(rate=300)
+		si3 = create_sales_invoice(qty=-1, rate=300, is_return=1)
+		
+
+		pe = get_payment_entry("Sales Invoice", si1.name, bank_account="_Test Bank - _TC")
+		pe.append('references', {
+			'reference_doctype': 'Sales Invoice',
+			'reference_name': si2.name,
+			'total_amount': si2.grand_total,
+			'outstanding_amount': si2.outstanding_amount,
+			'allocated_amount': si2.outstanding_amount
+		})
+
+		pe.append('references', {
+			'reference_doctype': 'Sales Invoice',
+			'reference_name': si3.name,
+			'total_amount': si3.grand_total,
+			'outstanding_amount': si3.outstanding_amount,
+			'allocated_amount': si3.outstanding_amount
+		})
+
+		pe.reference_no = 'Test001'
+		pe.reference_date = nowdate()
+		pe.save()
+		pe.submit()
+
+		si2.load_from_db()
+		si2.cancel()
+
+		si1.load_from_db()
+		self.assertRaises(PaymentEntryUnlinkError, si1.cancel)
+
+
 	def test_sales_invoice_calculation_export_currency(self):
 		si = frappe.copy_doc(test_records[2])
 		si.currency = "USD"
@@ -2014,7 +2051,7 @@ class TestSalesInvoice(unittest.TestCase):
 
 		data = get_ewb_data("Sales Invoice", [si.name])
 
-		self.assertEqual(data['version'], '1.0.1118')
+		self.assertEqual(data['version'], '1.0.0421')
 		self.assertEqual(data['billLists'][0]['fromGstin'], '27AAECE4835E1ZR')
 		self.assertEqual(data['billLists'][0]['fromTrdName'], '_Test Company')
 		self.assertEqual(data['billLists'][0]['toTrdName'], '_Test Customer')

erpnext/accounts/doctype/subscription/subscription.py

@@ -367,21 +367,25 @@ class Subscription(Document):
 			)
 
 		# Discounts
-		if self.additional_discount_percentage:
+		if self.is_trialling():
-			invoice.additional_discount_percentage = self.additional_discount_percentage
+			invoice.additional_discount_percentage = 100
+		else:
+			if self.additional_discount_percentage:
+				invoice.additional_discount_percentage = self.additional_discount_percentage
 
-		if self.additional_discount_amount:
+			if self.additional_discount_amount:
-			invoice.discount_amount = self.additional_discount_amount
+				invoice.discount_amount = self.additional_discount_amount
 
-		if self.additional_discount_percentage or self.additional_discount_amount:
+			if self.additional_discount_percentage or self.additional_discount_amount:
-			discount_on = self.apply_additional_discount
+				discount_on = self.apply_additional_discount
-			invoice.apply_discount_on = discount_on if discount_on else 'Grand Total'
+				invoice.apply_discount_on = discount_on if discount_on else 'Grand Total'
 
 		# Subscription period
 		invoice.from_date = self.current_invoice_start
 		invoice.to_date = self.current_invoice_end
 
 		invoice.flags.ignore_mandatory = True
+
 		invoice.save()
 
 		if self.submit_invoice:

erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py

@@ -240,14 +240,15 @@ def get_deducted_tax(taxable_vouchers, fiscal_year, tax_details):
 def get_tds_amount(ldc, parties, inv, tax_details, fiscal_year_details, tax_deducted, vouchers):
 	tds_amount = 0
 	invoice_filters = {
-		'name': ('in', vouchers),
+		'name': ('in', vouchers), 
-		'docstatus': 1
+		'docstatus': 1,
+		'apply_tds': 1
 	}
 
 	field = 'sum(net_total)'
 
-	if not cint(tax_details.consider_party_ledger_amount):
+	if cint(tax_details.consider_party_ledger_amount):
-		invoice_filters.update({'apply_tds': 1})
+		invoice_filters.pop('apply_tds', None)
 		field = 'sum(grand_total)'
 
 	supp_credit_amt = frappe.db.get_value('Purchase Invoice', invoice_filters, field) or 0.0

erpnext/accounts/doctype/tax_withholding_category/test_tax_withholding_category.py

@@ -145,6 +145,36 @@ class TestTaxWithholdingCategory(unittest.TestCase):
 		for d in invoices:
 			d.cancel()
 
+	def test_tds_calculation_on_net_total(self):
+		frappe.db.set_value("Supplier", "Test TDS Supplier4", "tax_withholding_category", "Cumulative Threshold TDS")
+		invoices = []
+
+		pi = create_purchase_invoice(supplier = "Test TDS Supplier4", rate = 20000, do_not_save=True)
+		pi.append('taxes', {
+			"category": "Total",
+			"charge_type": "Actual",
+			"account_head": '_Test Account VAT - _TC',
+			"cost_center": 'Main - _TC',
+			"tax_amount": 1000,
+			"description": "Test",
+			"add_deduct_tax": "Add"
+
+		})
+		pi.save()
+		pi.submit()
+		invoices.append(pi)
+
+		# Second Invoice will apply TDS checked
+		pi1 = create_purchase_invoice(supplier = "Test TDS Supplier4", rate = 20000)
+		pi1.submit()
+		invoices.append(pi1)
+
+		self.assertEqual(pi1.taxes[0].tax_amount, 4000)
+
+		#delete invoices to avoid clashing
+		for d in invoices:
+			d.cancel()
+
 def cancel_invoices():
 	purchase_invoices = frappe.get_all("Purchase Invoice", {
 		'supplier': ['in', ['Test TDS Supplier', 'Test TDS Supplier1', 'Test TDS Supplier2']],
@@ -220,7 +250,7 @@ def create_sales_invoice(**args):
 
 def create_records():
 	# create a new suppliers
-	for name in ['Test TDS Supplier', 'Test TDS Supplier1', 'Test TDS Supplier2', 'Test TDS Supplier3']:
+	for name in ['Test TDS Supplier', 'Test TDS Supplier1', 'Test TDS Supplier2', 'Test TDS Supplier3', 'Test TDS Supplier4']:
 		if frappe.db.exists('Supplier', name):
 			continue
 

erpnext/accounts/general_ledger.py

@@ -101,7 +101,7 @@ def merge_similar_entries(gl_map, precision=None):
 
 def check_if_in_list(gle, gl_map, dimensions=None):
 	account_head_fieldnames = ['voucher_detail_no', 'party', 'against_voucher',
-			'cost_center', 'against_voucher_type', 'party_type', 'project']
+			'cost_center', 'against_voucher_type', 'party_type', 'project', 'finance_book']
 
 	if dimensions:
 		account_head_fieldnames = account_head_fieldnames + dimensions

erpnext/accounts/report/accounts_receivable/accounts_receivable.py

@@ -535,6 +535,8 @@ class ReceivablePayableReport(object):
 		if getdate(entry_date) > getdate(self.filters.report_date):
 			row.range1 = row.range2 = row.range3 = row.range4 = row.range5 = 0.0
 
+		row.total_due = row.range1 + row.range2 + row.range3 + row.range4 + row.range5
+
 	def get_ageing_data(self, entry_date, row):
 		# [0-30, 30-60, 60-90, 90-120, 120-above]
 		row.range1 = row.range2 = row.range3 = row.range4 = row.range5 = 0.0

erpnext/accounts/report/accounts_receivable_summary/accounts_receivable_summary.py

@@ -82,6 +82,7 @@ class AccountsReceivableSummary(ReceivablePayableReport):
 			"range3": 0.0,
 			"range4": 0.0,
 			"range5": 0.0,
+			"total_due": 0.0,
 			"sales_person": []
 		}))
 
@@ -135,3 +136,6 @@ class AccountsReceivableSummary(ReceivablePayableReport):
 			"{range3}-{range4}".format(range3=cint(self.filters["range3"])+ 1, range4=self.filters["range4"]),
 			"{range4}-{above}".format(range4=cint(self.filters["range4"])+ 1, above=_("Above"))]):
 				self.add_column(label=label, fieldname='range' + str(i+1))
+
+		# Add column for total due amount
+		self.add_column(label="Total Amount Due", fieldname='total_due')

erpnext/accounts/report/general_ledger/general_ledger.py

@@ -78,13 +78,10 @@ def validate_filters(filters, account_details):
 def validate_party(filters):
 	party_type, party = filters.get("party_type"), filters.get("party")
 
-	if party:
+	if party and party_type:
-		if not party_type:
+		for d in party:
-			frappe.throw(_("To filter based on Party, select Party Type first"))
+			if not frappe.db.exists(party_type, d):
-		else:
+				frappe.throw(_("Invalid {0}: {1}").format(party_type, d))
-			for d in party:
-				if not frappe.db.exists(party_type, d):
-					frappe.throw(_("Invalid {0}: {1}").format(party_type, d))
 
 def set_account_currency(filters):
 	if filters.get("account") or (filters.get('party') and len(filters.party) == 1):

erpnext/accounts/report/gross_profit/gross_profit.json

@@ -1,16 +1,20 @@
 {
- "add_total_row": 1,
+ "add_total_row": 0,
+ "columns": [],
  "creation": "2013-02-25 17:03:34",
+ "disable_prepared_report": 0,
  "disabled": 0,
  "docstatus": 0,
  "doctype": "Report",
+ "filters": [],
  "idx": 3,
  "is_standard": "Yes",
- "modified": "2020-08-13 11:26:39.112352",
+ "modified": "2021-08-19 18:57:07.468202",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Gross Profit",
  "owner": "Administrator",
+ "prepared_report": 0,
  "ref_doctype": "Sales Invoice",
  "report_name": "Gross Profit",
  "report_type": "Script Report",

erpnext/accounts/report/gross_profit/gross_profit.py

@@ -41,12 +41,14 @@ def execute(filters=None):
 
 	columns = get_columns(group_wise_columns, filters)
 
-	for src in gross_profit_data.grouped_data:
+	for idx, src in enumerate(gross_profit_data.grouped_data):
 		row = []
 		for col in group_wise_columns.get(scrub(filters.group_by)):
 			row.append(src.get(col))
 
 		row.append(filters.currency)
+		if idx == len(gross_profit_data.grouped_data)-1:
+			row[0] = frappe.bold("Total")
 		data.append(row)
 
 	return columns, data
@@ -154,6 +156,15 @@ class GrossProfitGenerator(object):
 
 	def get_average_rate_based_on_group_by(self):
 		# sum buying / selling totals for group
+		self.totals = frappe._dict(
+			qty=0,
+			base_amount=0,
+			buying_amount=0,
+			gross_profit=0,
+			gross_profit_percent=0,
+			base_rate=0,
+			buying_rate=0
+		)
 		for key in list(self.grouped):
 			if self.filters.get("group_by") != "Invoice":
 				for i, row in enumerate(self.grouped[key]):
@@ -165,6 +176,7 @@ class GrossProfitGenerator(object):
 						new_row.base_amount += flt(row.base_amount, self.currency_precision)
 				new_row = self.set_average_rate(new_row)
 				self.grouped_data.append(new_row)
+				self.add_to_totals(new_row)
 			else:
 				for i, row in enumerate(self.grouped[key]):
 					if row.parent in self.returned_invoices \
@@ -177,15 +189,25 @@ class GrossProfitGenerator(object):
 					if row.qty or row.base_amount:
 						row = self.set_average_rate(row)
 						self.grouped_data.append(row)
+					self.add_to_totals(row)
+		self.set_average_gross_profit(self.totals)
+		self.grouped_data.append(self.totals)
 
 	def set_average_rate(self, new_row):
+		self.set_average_gross_profit(new_row)
+		new_row.buying_rate = flt(new_row.buying_amount / new_row.qty, self.float_precision) if new_row.qty else 0
+		new_row.base_rate = flt(new_row.base_amount / new_row.qty, self.float_precision) if new_row.qty else 0
+		return new_row
+
+	def set_average_gross_profit(self, new_row):
 		new_row.gross_profit = flt(new_row.base_amount - new_row.buying_amount, self.currency_precision)
 		new_row.gross_profit_percent = flt(((new_row.gross_profit / new_row.base_amount) * 100.0), self.currency_precision) \
 			if new_row.base_amount else 0
-		new_row.buying_rate = flt(new_row.buying_amount / new_row.qty, self.float_precision) if new_row.qty else 0
-		new_row.base_rate = flt(new_row.base_amount / new_row.qty, self.float_precision) if new_row.qty else 0
 
-		return new_row
+	def add_to_totals(self, new_row):
+		for key in self.totals:
+			if new_row.get(key):
+				self.totals[key] += new_row[key]
 
 	def get_returned_invoice_items(self):
 		returned_invoices = frappe.db.sql("""

erpnext/accounts/utils.py

@@ -19,6 +19,7 @@ from erpnext.stock import get_warehouse_account_map
 
 class StockValueAndAccountBalanceOutOfSync(frappe.ValidationError): pass
 class FiscalYearError(frappe.ValidationError): pass
+class PaymentEntryUnlinkError(frappe.ValidationError): pass
 
 @frappe.whitelist()
 def get_fiscal_year(date=None, fiscal_year=None, label="Date", verbose=1, company=None, as_dict=False):
@@ -555,10 +556,16 @@ def remove_ref_doc_link_from_pe(ref_type, ref_no):
 			and docstatus < 2""", (now(), frappe.session.user, ref_type, ref_no))
 
 		for pe in linked_pe:
-			pe_doc = frappe.get_doc("Payment Entry", pe)
+			try:
-			pe_doc.set_total_allocated_amount()
+				pe_doc = frappe.get_doc("Payment Entry", pe)
-			pe_doc.set_unallocated_amount()
+				pe_doc.set_amounts()
-			pe_doc.clear_unallocated_reference_document_rows()
+				pe_doc.clear_unallocated_reference_document_rows()
+				pe_doc.validate_payment_type_with_outstanding()
+			except Exception as e:
+				msg = _("There were issues unlinking payment entry {0}.").format(pe_doc.name)
+				msg += '<br>'
+				msg += _("Please cancel payment entry manually first")
+				frappe.throw(msg, exc=PaymentEntryUnlinkError, title=_("Payment Unlink Error"))
 
 			frappe.db.sql("""update `tabPayment Entry` set total_allocated_amount=%s,
 				base_total_allocated_amount=%s, unallocated_amount=%s, modified=%s, modified_by=%s

erpnext/controllers/accounts_controller.py

@@ -160,7 +160,8 @@ class AccountsController(TransactionBase):
 		self.set_due_date()
 		self.set_payment_schedule()
 		self.validate_payment_schedule_amount()
-		self.validate_due_date()
+		if not self.get('ignore_default_payment_terms_template'):
+			self.validate_due_date()
 		self.validate_advance_entries()
 
 	def validate_non_invoice_documents_schedule(self):
@@ -1853,6 +1854,11 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
 
 	for d in data:
 		new_child_flag = False
+
+		if not d.get("item_code"):
+			# ignore empty rows
+			continue
+
 		if not d.get("docname"):
 			new_child_flag = True
 			check_doc_permissions(parent, 'create')

erpnext/controllers/sales_and_purchase_return.py

@@ -329,7 +329,6 @@ def make_return_doc(doctype, source_name, target_doc=None):
 			target_doc.po_detail = source_doc.po_detail
 			target_doc.pr_detail = source_doc.pr_detail
 			target_doc.purchase_invoice_item = source_doc.name
-			target_doc.price_list_rate = 0
 
 		elif doctype == "Delivery Note":
 			returned_qty_map = get_returned_qty_map_for_row(source_doc.name, doctype)
@@ -360,7 +359,6 @@ def make_return_doc(doctype, source_name, target_doc=None):
 			else:
 				target_doc.pos_invoice_item = source_doc.name
 
-			target_doc.price_list_rate = 0
 			if default_warehouse_for_sales_return:
 				target_doc.warehouse = default_warehouse_for_sales_return
 

erpnext/controllers/selling_controller.py

@@ -4,7 +4,7 @@
 from __future__ import unicode_literals
 import frappe
 from frappe.utils import cint, flt, cstr, get_link_to_form, nowtime
-from frappe import _, throw
+from frappe import _, bold, throw
 from erpnext.stock.get_item_details import get_bin_details
 from erpnext.stock.utils import get_incoming_rate
 from erpnext.stock.get_item_details import get_conversion_factor
@@ -16,7 +16,6 @@ from erpnext.controllers.stock_controller import StockController
 from erpnext.controllers.sales_and_purchase_return import get_rate_for_return
 
 class SellingController(StockController):
-
 	def get_feed(self):
 		return _("To {0} | {1} {2}").format(self.customer_name, self.currency,
 			self.grand_total)
@@ -169,39 +168,96 @@ class SellingController(StockController):
 
 	def validate_selling_price(self):
 		def throw_message(idx, item_name, rate, ref_rate_field):
-			bold_net_rate = frappe.bold("net rate")
+			throw(_("""Row #{0}: Selling rate for item {1} is lower than its {2}.
-			msg = (_("""Row #{}: Selling rate for item {} is lower than its {}. Selling {} should be atleast {}""")
+					Selling {3} should be atleast {4}.<br><br>Alternatively,
-						.format(idx, frappe.bold(item_name), frappe.bold(ref_rate_field), bold_net_rate, frappe.bold(rate)))
+					you can disable selling price validation in {5} to bypass
-			msg += "<br><br>"
+					this validation.""").format(
-			msg += (_("""You can alternatively disable selling price validation in {} to bypass this validation.""")
+				idx,
-						.format(get_link_to_form("Selling Settings", "Selling Settings")))
+				bold(item_name),
-			frappe.throw(msg, title=_("Invalid Selling Price"))
+				bold(ref_rate_field),
+				bold("net rate"),
+				bold(rate),
+				get_link_to_form("Selling Settings", "Selling Settings"),
+			), title=_("Invalid Selling Price"))
 
-		if not frappe.db.get_single_value("Selling Settings", "validate_selling_price"):
+		if (
-			return
+			self.get("is_return")
-		if hasattr(self, "is_return") and self.is_return:
+			or not frappe.db.get_single_value("Selling Settings", "validate_selling_price")
+		):
 			return
 
-		for it in self.get("items"):
+		is_internal_customer = self.get('is_internal_customer')
-			if not it.item_code:
+		valuation_rate_map = {}
+
+		for item in self.items:
+			if not item.item_code:
 				continue
 
-			last_purchase_rate, is_stock_item = frappe.get_cached_value("Item", it.item_code, ["last_purchase_rate", "is_stock_item"])
+			last_purchase_rate, is_stock_item = frappe.get_cached_value(
-			last_purchase_rate_in_sales_uom = last_purchase_rate * (it.conversion_factor or 1)
+				"Item", item.item_code, ("last_purchase_rate", "is_stock_item")
-			if flt(it.base_net_rate) < flt(last_purchase_rate_in_sales_uom):
+			)
-				throw_message(it.idx, frappe.bold(it.item_name), last_purchase_rate_in_sales_uom, "last purchase rate")
 
-			last_valuation_rate = frappe.db.sql("""
+			last_purchase_rate_in_sales_uom = (
-				SELECT valuation_rate FROM `tabStock Ledger Entry` WHERE item_code = %s
+				last_purchase_rate * (item.conversion_factor or 1)
-				AND warehouse = %s AND valuation_rate > 0
+			)
-				ORDER BY posting_date DESC, posting_time DESC, creation DESC LIMIT 1
-				""", (it.item_code, it.warehouse))
-			if last_valuation_rate:
-				last_valuation_rate_in_sales_uom = last_valuation_rate[0][0] * (it.conversion_factor or 1)
-				if is_stock_item and flt(it.base_net_rate) < flt(last_valuation_rate_in_sales_uom) \
-					and not self.get('is_internal_customer'):
-					throw_message(it.idx, frappe.bold(it.item_name), last_valuation_rate_in_sales_uom, "valuation rate")
 
+			if flt(item.base_net_rate) < flt(last_purchase_rate_in_sales_uom):
+				throw_message(
+					item.idx,
+					item.item_name,
+					last_purchase_rate_in_sales_uom,
+					"last purchase rate"
+				)
+
+			if is_internal_customer or not is_stock_item:
+				continue
+
+			valuation_rate_map[(item.item_code, item.warehouse)] = None
+
+		if not valuation_rate_map:
+			return
+
+		or_conditions = (
+			f"""(item_code = {frappe.db.escape(valuation_rate[0])}
+			and warehouse = {frappe.db.escape(valuation_rate[1])})"""
+			for valuation_rate in valuation_rate_map
+		)
+
+		valuation_rates = frappe.db.sql(f"""
+			select
+				item_code, warehouse, valuation_rate
+			from
+				`tabBin`
+			where
+				({" or ".join(or_conditions)})
+				and valuation_rate > 0
+		""", as_dict=True)
+
+		for rate in valuation_rates:
+			valuation_rate_map[(rate.item_code, rate.warehouse)] = rate.valuation_rate
+
+		for item in self.items:
+			if not item.item_code:
+				continue
+
+			last_valuation_rate = valuation_rate_map.get(
+				(item.item_code, item.warehouse)
+			)
+
+			if not last_valuation_rate:
+				continue
+
+			last_valuation_rate_in_sales_uom = (
+				last_valuation_rate * (item.conversion_factor or 1)
+			)
+
+			if flt(item.base_net_rate) < flt(last_valuation_rate_in_sales_uom):
+				throw_message(
+					item.idx,
+					item.item_name,
+					last_valuation_rate_in_sales_uom,
+					"valuation rate"
+				)
 
 	def get_item_list(self):
 		il = []

erpnext/controllers/status_updater.py

@@ -86,7 +86,8 @@ status_map = {
 	],
 	"Bank Transaction": [
 		["Unreconciled", "eval:self.docstatus == 1 and self.unallocated_amount>0"],
-		["Reconciled", "eval:self.docstatus == 1 and self.unallocated_amount<=0"]
+		["Reconciled", "eval:self.docstatus == 1 and self.unallocated_amount<=0"],
+		["Cancelled", "eval:self.docstatus == 2"]
 	],
 	"POS Opening Entry": [
 		["Draft", None],

erpnext/controllers/taxes_and_totals.py

@@ -595,7 +595,8 @@ class calculate_taxes_and_totals(object):
 				self.doc.precision("outstanding_amount"))
 
 			if self.doc.doctype == 'Sales Invoice' and self.doc.get('is_pos') and self.doc.get('is_return'):
-			 	self.update_paid_amount_for_return(total_amount_to_pay)
+				self.set_total_amount_to_default_mop(total_amount_to_pay)
+				self.calculate_paid_amount()
 
 	def calculate_paid_amount(self):
 
@@ -675,7 +676,7 @@ class calculate_taxes_and_totals(object):
 	def set_item_wise_tax_breakup(self):
 		self.doc.other_charges_calculation = get_itemised_tax_breakup_html(self.doc)
 
-	def update_paid_amount_for_return(self, total_amount_to_pay):
+	def set_total_amount_to_default_mop(self, total_amount_to_pay):
 		default_mode_of_payment = frappe.db.get_value('POS Payment Method',
 			{'parent': self.doc.pos_profile, 'default': 1}, ['mode_of_payment'], as_dict=1)
 
@@ -685,9 +686,7 @@ class calculate_taxes_and_totals(object):
 				'mode_of_payment': default_mode_of_payment.mode_of_payment,
 				'amount': total_amount_to_pay,
 				'default': 1
-			})
+			})	
-
-		self.calculate_paid_amount()
 
 def get_itemised_tax_breakup_html(doc):
 	if not doc.taxes:

erpnext/crm/doctype/lead/lead.py

@@ -36,7 +36,8 @@ class Lead(SellingController):
 		})
 
 	def set_full_name(self):
-		self.lead_name = " ".join(filter(None, [self.first_name, self.middle_name, self.last_name]))
+		if self.first_name:
+			self.lead_name = " ".join(filter(None, [self.first_name, self.middle_name, self.last_name]))
 
 	def validate_email_id(self):
 		if self.email_id:

erpnext/crm/doctype/linkedin_settings/linkedin_settings.js

@@ -2,8 +2,8 @@
 // For license information, please see license.txt
 
 frappe.ui.form.on('LinkedIn Settings', {
-	onload: function(frm){
+	onload: function(frm) {
-		if (frm.doc.session_status == 'Expired' && frm.doc.consumer_key && frm.doc.consumer_secret){
+		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(){
@@ -14,8 +14,9 @@ frappe.ui.form.on('LinkedIn Settings', {
 				}
 			);
 		}
+		frm.dashboard.set_headline(__("For more information, {0}.", [`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/linkedin-settings'>${__('Click here')}</a>`]));
 	},
-	refresh: function(frm){
+	refresh: function(frm) {
 		if (frm.doc.session_status=="Expired"){
 			let msg = __("Session Not Active. Save doc to login.");
 			frm.dashboard.set_headline_alert(
@@ -53,7 +54,7 @@ frappe.ui.form.on('LinkedIn Settings', {
 			);
 		}
 	},
-	login: function(frm){
+	login: function(frm) {
 		if (frm.doc.consumer_key && frm.doc.consumer_secret){
 			frappe.dom.freeze();
 			frappe.call({
@@ -67,7 +68,7 @@ frappe.ui.form.on('LinkedIn Settings', {
 			});
 		}
 	},
-	after_save: function(frm){
+	after_save: function(frm) {
 		frm.trigger("login");
 	}
 });

erpnext/crm/doctype/linkedin_settings/linkedin_settings.json

@@ -2,6 +2,7 @@
  "actions": [],
  "creation": "2020-01-30 13:36:39.492931",
  "doctype": "DocType",
+ "documentation": "https://docs.erpnext.com/docs/user/manual/en/CRM/linkedin-settings",
  "editable_grid": 1,
  "engine": "InnoDB",
  "field_order": [
@@ -87,7 +88,7 @@
  ],
  "issingle": 1,
  "links": [],
- "modified": "2020-04-16 23:22:51.966397",
+ "modified": "2021-02-18 15:19:21.920725",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "LinkedIn Settings",

erpnext/crm/doctype/linkedin_settings/linkedin_settings.py

@@ -3,11 +3,12 @@
 # For license information, please see license.txt
 
 from __future__ import unicode_literals
-import frappe, requests, json
+import frappe
+import requests
 from frappe import _
-from frappe.utils import get_site_url, get_url_to_form, get_link_to_form
+from frappe.utils import get_url_to_form
 from frappe.model.document import Document
-from frappe.utils.file_manager import get_file, get_file_path
+from frappe.utils.file_manager import get_file_path
 from six.moves.urllib.parse import urlencode
 
 class LinkedInSettings(Document):
@@ -42,11 +43,7 @@ class LinkedInSettings(Document):
 		self.db_set("access_token", response["access_token"])
 
 	def get_member_profile(self):
-		headers = {
+		response = requests.get(url="https://api.linkedin.com/v2/me", headers=self.get_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, {
@@ -55,16 +52,16 @@ class LinkedInSettings(Document):
 			"session_status": "Active"
 		})
 		frappe.local.response["type"] = "redirect"
-		frappe.local.response["location"] = get_url_to_form("LinkedIn Settings","LinkedIn Settings")
+		frappe.local.response["location"] = get_url_to_form("LinkedIn Settings", "LinkedIn Settings")
 
-	def post(self, text, media=None):
+	def post(self, text, title, media=None):
 		if not media:
-			return self.post_text(text)
+			return self.post_text(text, title)
 		else:
 			media_id = self.upload_image(media)
 
 			if media_id:
-				return self.post_text(text, media_id=media_id)
+				return self.post_text(text, title, media_id=media_id)
 			else:
 				frappe.log_error("Failed to upload media.","LinkedIn Upload Error")
 
@@ -82,9 +79,7 @@ class LinkedInSettings(Document):
 				}]
 			}
 		}
-		headers = {
+		headers = self.get_headers()
-			"Authorization": "Bearer {}".format(self.access_token)
-		}
 		response = self.http_post(url=register_url, body=body, headers=headers)
 
 		if response.status_code == 200:
@@ -100,24 +95,33 @@ class LinkedInSettings(Document):
 
 		return None
 
-	def post_text(self, text, media_id=None):
+	def post_text(self, text, title, media_id=None):
 		url = "https://api.linkedin.com/v2/shares"
-		headers = {
+		headers = self.get_headers()
-			"X-Restli-Protocol-Version": "2.0.0",
+		headers["X-Restli-Protocol-Version"] = "2.0.0"
-			"Authorization": "Bearer {}".format(self.access_token),
+		headers["Content-Type"] = "application/json; charset=UTF-8"
-			"Content-Type": "application/json; charset=UTF-8"
+
-		}
 		body = {
 			"distribution": {
 				"linkedInDistributionTarget": {}
 			},
 			"owner":"urn:li:organization:{0}".format(self.company_id),
-			"subject": "Test Share Subject",
+			"subject": title,
 			"text": {
 				"text": text
 			}
 		}
 
+		reference_url = self.get_reference_url(text)
+		if reference_url:
+			body["content"] = {
+				"contentEntities": [
+					{
+						"entityLocation": reference_url
+					}
+				]
+			}
+
 		if media_id:
 			body["content"]= {
 				"contentEntities": [{
@@ -141,20 +145,60 @@ class LinkedInSettings(Document):
 				raise
 
 		except Exception as e:
-			content = json.loads(response.content)
+			self.api_error(response)
-
+		
-			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
 
+	def get_headers(self):
+		return {
+			"Authorization": "Bearer {}".format(self.access_token)
+		}
+
+	def get_reference_url(self, text):
+		import re
+		regex_url = r"http[s]?://(?:[a-zA-Z]|[0-9]|[$-_@.&+]|[!*\(\),]|(?:%[0-9a-fA-F][0-9a-fA-F]))+"
+		urls = re.findall(regex_url, text)
+		if urls:
+			return urls[0]
+
+	def delete_post(self, post_id):
+		try:
+			response = requests.delete(url="https://api.linkedin.com/v2/shares/urn:li:share:{0}".format(post_id), headers=self.get_headers())
+			if response.status_code !=200:
+				raise
+		except Exception:
+			self.api_error(response)
+	
+	def get_post(self, post_id):
+		url = "https://api.linkedin.com/v2/organizationalEntityShareStatistics?q=organizationalEntity&organizationalEntity=urn:li:organization:{0}&shares[0]=urn:li:share:{1}".format(self.company_id, post_id)
+
+		try:
+			response = requests.get(url=url, headers=self.get_headers())
+			if response.status_code !=200:
+				raise
+	
+		except Exception:
+			self.api_error(response)
+
+		response = frappe.parse_json(response.content.decode())
+		if len(response.elements):
+			return response.elements[0]
+
+		return None
+
+	def api_error(self, response):
+		content = frappe.parse_json(response.content.decode())
+
+		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)
+
 @frappe.whitelist(allow_guest=True)
 def callback(code=None, error=None, error_description=None):
 	if not error:

erpnext/crm/doctype/opportunity/opportunity.js

@@ -95,9 +95,17 @@ frappe.ui.form.on("Opportunity", {
 					}, __('Create'));
 			}
 
-			frm.add_custom_button(__('Quotation'),
+			if (frm.doc.opportunity_from != "Customer") {
-				cur_frm.cscript.create_quotation, __('Create'));
+				frm.add_custom_button(__('Customer'),
+					function() {
+						frm.trigger("make_customer")
+					}, __('Create'));
+			}
 
+			frm.add_custom_button(__('Quotation'),
+				function() {
+					frm.trigger("create_quotation")
+				}, __('Create'));
 		}
 
 		if(!frm.doc.__islocal && frm.perm[0].write && frm.doc.docstatus==0) {
@@ -195,6 +203,13 @@ erpnext.crm.Opportunity = class Opportunity extends frappe.ui.form.Controller {
 			frm: cur_frm
 		})
 	}
+
+	make_customer() {
+		frappe.model.open_mapped_doc({
+			method: "erpnext.crm.doctype.opportunity.opportunity.make_customer",
+			frm: cur_frm
+		})
+	}
 };
 
 extend_cscript(cur_frm.cscript, new erpnext.crm.Opportunity({frm: cur_frm}));

erpnext/crm/doctype/opportunity/opportunity.py

@@ -287,6 +287,24 @@ def make_request_for_quotation(source_name, target_doc=None):
 
 	return doclist
 
+@frappe.whitelist()
+def make_customer(source_name, target_doc=None):
+	def set_missing_values(source, target):
+		if source.opportunity_from == "Lead":
+			target.lead_name = source.party_name
+
+	doclist = get_mapped_doc("Opportunity", source_name, {
+		"Opportunity": {
+			"doctype": "Customer",
+			"field_map": {
+				"currency": "default_currency",
+				"customer_name": "customer_name"
+			}
+		}
+	}, target_doc, set_missing_values)
+
+	return doclist
+
 @frappe.whitelist()
 def make_supplier_quotation(source_name, target_doc=None):
 	doclist = get_mapped_doc("Opportunity", source_name, {

erpnext/crm/doctype/social_media_post/social_media_post.js

@@ -1,67 +1,139 @@
 // 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){
+	validate: function(frm) {
-        if (frm.doc.twitter === 0 && frm.doc.linkedin === 0){
+		if (frm.doc.twitter === 0 && frm.doc.linkedin === 0) {
-            frappe.throw(__("Select atleast one Social Media from Share on."))
+			frappe.throw(__("Select atleast one Social Media Platform to Share on."));
-        }
+		}
-        if (frm.doc.scheduled_time) {
+		if (frm.doc.scheduled_time) {
-            let scheduled_time = new Date(frm.doc.scheduled_time);
+			let scheduled_time = new Date(frm.doc.scheduled_time);
-            let date_time = new Date();
+			let date_time = new Date();
-            if (scheduled_time.getTime() < date_time.getTime()){
+			if (scheduled_time.getTime() < date_time.getTime()) {
-                frappe.throw(__("Invalid Scheduled Time"));
+				frappe.throw(__("Scheduled Time must be a future time."));
-            }
+			}
-        }
+		}
-        if (frm.doc.text?.length > 280){
+		frm.trigger('validate_tweet_length');
-            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='';
+	text: function(frm) {
-            if (frm.doc.twitter){
+		if (frm.doc.text) {
-                let color = frm.doc.twitter_post_id ? "green" : "red";
+			frm.set_df_property('text', 'description', `${frm.doc.text.length}/280`);
-                let status = frm.doc.twitter_post_id ? "Posted" : "Not Posted";
+			frm.refresh_field('text');
-                html += `<div class="col-xs-6">
+			frm.trigger('validate_tweet_length');
-                            <span class="indicator whitespace-nowrap ${color}"><span>Twitter : ${status} </span></span>
+		}
-                        </div>` ;
+	},
-            }
+
-            if (frm.doc.linkedin){
+	validate_tweet_length: function(frm) {
-                let color = frm.doc.linkedin_post_id ? "green" : "red";
+		if (frm.doc.text && frm.doc.text.length > 280) {
-                let status = frm.doc.linkedin_post_id ? "Posted" : "Not Posted";
+			frappe.throw(__("Tweet length Must be less than 280."));
-                html += `<div class="col-xs-6">
+		}
-                            <span class="indicator whitespace-nowrap ${color}"><span>LinkedIn : ${status} </span></span>
+	},
-                        </div>` ;
+
-            }
+	onload: function(frm) {
-            html = `<div class="row">${html}</div>`;
+		frm.trigger('make_dashboard');
-            frm.dashboard.set_headline_alert(html);
+	},
-        }
+
-    }
+	make_dashboard: function(frm) {
+		if (frm.doc.post_status == "Posted") {
+			frappe.call({
+				doc: frm.doc,
+				method: 'get_post',
+				freeze: true,
+				callback: (r) => {
+					if (!r.message) {
+						return;
+					}
+
+					let datasets = [], colors = [];
+					if (r.message && r.message.twitter) {
+						colors.push('#1DA1F2');
+						datasets.push({
+							name: 'Twitter',
+							values: [r.message.twitter.favorite_count, r.message.twitter.retweet_count]
+						});
+					}
+					if (r.message && r.message.linkedin) {
+						colors.push('#0077b5');
+						datasets.push({
+							name: 'LinkedIn',
+							values: [r.message.linkedin.totalShareStatistics.likeCount, r.message.linkedin.totalShareStatistics.shareCount]
+						});
+					}
+
+					if (datasets.length) {
+						frm.dashboard.render_graph({
+							data: {
+								labels: ['Likes', 'Retweets/Shares'],
+								datasets: datasets
+							},
+
+							title: __("Post Metrics"),
+							type: 'bar',
+							height: 300,
+							colors: colors
+						});
+					}
+				}
+			});
+		}
+	},
+
+	refresh: function(frm) {
+		frm.trigger('text');
+	
+		if (frm.doc.docstatus === 1) {
+			if (!['Posted', 'Deleted'].includes(frm.doc.post_status)) {
+				frm.trigger('add_post_btn'); 
+			}
+			if (frm.doc.post_status !='Deleted') {
+				frm.add_custom_button(('Delete Post'), function() {
+					frappe.confirm(__('Are you sure want to delete the Post from Social Media platforms?'),
+						function() {
+							frappe.call({
+								doc: frm.doc,
+								method: 'delete_post',
+								freeze: true,
+								callback: () => {
+									frm.reload_doc();
+								}
+							});
+						}
+					);
+				});
+			}
+
+			if (frm.doc.post_status !='Deleted') {
+				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 += `<div class="col-xs-6">
+								<span class="indicator whitespace-nowrap ${color}"><span>Twitter : ${status} </span></span>
+							</div>` ;
+				}
+				if (frm.doc.linkedin) {
+					let color = frm.doc.linkedin_post_id ? "green" : "red";
+					let status = frm.doc.linkedin_post_id ? "Posted" : "Not Posted";
+					html += `<div class="col-xs-6">
+								<span class="indicator whitespace-nowrap ${color}"><span>LinkedIn : ${status} </span></span>
+							</div>` ;
+				}
+				html = `<div class="row">${html}</div>`;
+				frm.dashboard.set_headline_alert(html);
+			}
+		}
+	},
+
+	add_post_btn: function(frm) {
+		frm.add_custom_button(__('Post Now'), function() {
+			frappe.call({
+				doc: frm.doc,
+				method: 'post',
+				freeze: true,
+				callback: function() {
+					frm.reload_doc();
+				}
+			});
+		});
+	}
 });
-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();
-        }
-    })
-
-}

erpnext/crm/doctype/social_media_post/social_media_post.json

@@ -3,9 +3,11 @@
  "autoname": "format: CRM-SMP-{YYYY}-{MM}-{DD}-{###}",
  "creation": "2020-01-30 11:53:13.872864",
  "doctype": "DocType",
+ "documentation": "https://docs.erpnext.com/docs/user/manual/en/CRM/social-media-post",
  "editable_grid": 1,
  "engine": "InnoDB",
  "field_order": [
+  "title",
   "campaign_name",
   "scheduled_time",
   "post_status",
@@ -30,32 +32,24 @@
    "fieldname": "text",
    "fieldtype": "Small Text",
    "label": "Tweet",
-   "mandatory_depends_on": "eval:doc.twitter ==1",
+   "mandatory_depends_on": "eval:doc.twitter ==1"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
    "fieldname": "image",
    "fieldtype": "Attach Image",
-   "label": "Image",
+   "label": "Image"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
-   "default": "0",
+   "default": "1",
    "fieldname": "twitter",
    "fieldtype": "Check",
-   "label": "Twitter",
+   "label": "Twitter"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
-   "default": "0",
+   "default": "1",
    "fieldname": "linkedin",
    "fieldtype": "Check",
-   "label": "LinkedIn",
+   "label": "LinkedIn"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
    "fieldname": "amended_from",
@@ -64,27 +58,22 @@
    "no_copy": 1,
    "options": "Social Media Post",
    "print_hide": 1,
-   "read_only": 1,
+   "read_only": 1
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
    "depends_on": "eval:doc.twitter ==1",
    "fieldname": "content",
    "fieldtype": "Section Break",
-   "label": "Twitter",
+   "label": "Twitter"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
    "allow_on_submit": 1,
    "fieldname": "post_status",
    "fieldtype": "Select",
    "label": "Post Status",
-   "options": "\nScheduled\nPosted\nError",
+   "no_copy": 1,
-   "read_only": 1,
+   "options": "\nScheduled\nPosted\nCancelled\nDeleted\nError",
-   "show_days": 1,
+   "read_only": 1
-   "show_seconds": 1
   },
   {
    "allow_on_submit": 1,
@@ -92,9 +81,8 @@
    "fieldtype": "Data",
    "hidden": 1,
    "label": "Twitter Post Id",
-   "read_only": 1,
+   "no_copy": 1,
-   "show_days": 1,
+   "read_only": 1
-   "show_seconds": 1
   },
   {
    "allow_on_submit": 1,
@@ -102,82 +90,69 @@
    "fieldtype": "Data",
    "hidden": 1,
    "label": "LinkedIn Post Id",
-   "read_only": 1,
+   "no_copy": 1,
-   "show_days": 1,
+   "read_only": 1
-   "show_seconds": 1
   },
   {
    "fieldname": "campaign_name",
    "fieldtype": "Link",
    "in_list_view": 1,
    "label": "Campaign",
-   "options": "Campaign",
+   "options": "Campaign"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
    "fieldname": "column_break_6",
    "fieldtype": "Column Break",
-   "label": "Share On",
+   "label": "Share On"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
    "fieldname": "column_break_14",
-   "fieldtype": "Column Break",
+   "fieldtype": "Column Break"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
    "fieldname": "tweet_preview",
-   "fieldtype": "HTML",
+   "fieldtype": "HTML"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
    "collapsible": 1,
    "depends_on": "eval:doc.linkedin==1",
    "fieldname": "linkedin_section",
    "fieldtype": "Section Break",
-   "label": "LinkedIn",
+   "label": "LinkedIn"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
    "collapsible": 1,
    "fieldname": "attachments_section",
    "fieldtype": "Section Break",
-   "label": "Attachments",
+   "label": "Attachments"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
    "fieldname": "linkedin_post",
    "fieldtype": "Text",
    "label": "Post",
-   "mandatory_depends_on": "eval:doc.linkedin ==1",
+   "mandatory_depends_on": "eval:doc.linkedin ==1"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
    "fieldname": "column_break_15",
-   "fieldtype": "Column Break",
+   "fieldtype": "Column Break"
-   "show_days": 1,
-   "show_seconds": 1
   },
   {
    "allow_on_submit": 1,
    "fieldname": "scheduled_time",
    "fieldtype": "Datetime",
    "label": "Scheduled Time",
-   "read_only_depends_on": "eval:doc.post_status == \"Posted\"",
+   "read_only_depends_on": "eval:doc.post_status == \"Posted\""
-   "show_days": 1,
+  },
-   "show_seconds": 1
+  {
+   "fieldname": "title",
+   "fieldtype": "Data",
+   "label": "Title",
+   "reqd": 1
   }
  ],
  "is_submittable": 1,
  "links": [],
- "modified": "2020-06-14 10:31:33.961381",
+ "modified": "2021-04-14 14:24:59.821223",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "Social Media Post",
@@ -228,5 +203,6 @@
  ],
  "sort_field": "modified",
  "sort_order": "DESC",
+ "title_field": "title",
  "track_changes": 1
 }

erpnext/crm/doctype/social_media_post/social_media_post.py

@@ -10,17 +10,51 @@ import datetime
 
 class SocialMediaPost(Document):
 	def validate(self):
+		if (not self.twitter and not self.linkedin):
+			frappe.throw(_("Select atleast one Social Media Platform to Share on."))
+
 		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"))
+				frappe.throw(_("Scheduled Time must be a future time."))
+
+		if self.text and len(self.text) > 280:
+			frappe.throw(_("Tweet length must be less than 280."))
 
 	def submit(self):
 		if self.scheduled_time:
 			self.post_status = "Scheduled"
 		super(SocialMediaPost, self).submit()
+	
+	def on_cancel(self):
+		self.db_set('post_status', 'Cancelled')
 
+	@frappe.whitelist()
+	def delete_post(self):
+		if self.twitter and self.twitter_post_id:
+			twitter = frappe.get_doc("Twitter Settings")
+			twitter.delete_tweet(self.twitter_post_id)
+	
+		if self.linkedin and self.linkedin_post_id:
+			linkedin = frappe.get_doc("LinkedIn Settings")
+			linkedin.delete_post(self.linkedin_post_id)
+		
+		self.db_set('post_status', 'Deleted')
+
+	@frappe.whitelist()
+	def get_post(self):
+		response = {}
+		if self.linkedin and self.linkedin_post_id:
+			linkedin = frappe.get_doc("LinkedIn Settings")
+			response['linkedin'] = linkedin.get_post(self.linkedin_post_id)
+		if self.twitter and self.twitter_post_id:
+			twitter = frappe.get_doc("Twitter Settings")
+			response['twitter'] = twitter.get_tweet(self.twitter_post_id)
+		
+		return response
+
+	@frappe.whitelist()
 	def post(self):
 		try:
 			if self.twitter and not self.twitter_post_id:
@@ -29,28 +63,22 @@ class SocialMediaPost(Document):
 				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)
+				linkedin_post = linkedin.post(self.linkedin_post, self.title, self.image)
-				self.db_set("linkedin_post_id", linkedin_post.headers['X-RestLi-Id'].split(":")[-1])
+				self.db_set("linkedin_post_id", linkedin_post.headers['X-RestLi-Id'])
 			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=frappe.get_traceback(), title=title)
-			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"])
+	posts = frappe.get_list("Social Media Post", filters={"post_status": "Scheduled", "docstatus":1}, fields= ["name", "scheduled_time"])
 	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)
+				sm_post = frappe.get_doc('Social Media Post', post.name)
-
+				sm_post.post()
-@frappe.whitelist()
-def publish(doctype, name):
-	sm_post = frappe.get_doc(doctype, name)
-	sm_post.post()
-	frappe.db.commit()

erpnext/crm/doctype/social_media_post/social_media_post_list.js

@@ -1,10 +1,11 @@
 frappe.listview_settings['Social Media Post'] = {
-    add_fields: ["status","post_status"],
+	add_fields: ["status", "post_status"],
-    get_indicator: function(doc) {
+	get_indicator: function(doc) {
-        return [__(doc.post_status), {
+		return [__(doc.post_status), {
-            "Scheduled": "orange",
+			"Scheduled": "orange",
-            "Posted": "green",
+			"Posted": "green",
-            "Error": "red"
+			"Error": "red",
-            }[doc.post_status]];
+			"Deleted": "red"
-        }
+		}[doc.post_status]];
+	}
 }

erpnext/crm/doctype/twitter_settings/twitter_settings.js

@@ -2,7 +2,7 @@
 // For license information, please see license.txt
 
 frappe.ui.form.on('Twitter Settings', {
-	onload: function(frm){
+	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?'),
@@ -14,10 +14,11 @@ frappe.ui.form.on('Twitter Settings', {
 				}
 			);
 		}
+		frm.dashboard.set_headline(__("For more information, {0}.", [`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/twitter-settings'>${__('Click here')}</a>`]));
 	},
-	refresh: function(frm){
+	refresh: function(frm) {
 		let msg, color, flag=false;
-		if (frm.doc.session_status == "Active"){
+		if (frm.doc.session_status == "Active") {
 			msg = __("Session Active");
 			color = 'green';
 			flag = true;
@@ -28,7 +29,7 @@ frappe.ui.form.on('Twitter Settings', {
 			flag = true;
 		}
 
-		if (flag){
+		if (flag) {
 			frm.dashboard.set_headline_alert(
 				`<div class="row">
 					<div class="col-xs-12">
@@ -38,7 +39,7 @@ frappe.ui.form.on('Twitter Settings', {
 			);
 		}
 	},
-	login: function(frm){
+	login: function(frm) {
 		if (frm.doc.consumer_key && frm.doc.consumer_secret){
 			frappe.dom.freeze();
 			frappe.call({
@@ -52,7 +53,7 @@ frappe.ui.form.on('Twitter Settings', {
 			});
 		}
 	},
-	after_save: function(frm){
+	after_save: function(frm) {
 		frm.trigger("login");
 	}
 });

erpnext/crm/doctype/twitter_settings/twitter_settings.json

@@ -2,6 +2,7 @@
  "actions": [],
  "creation": "2020-01-30 10:29:08.562108",
  "doctype": "DocType",
+ "documentation": "https://docs.erpnext.com/docs/user/manual/en/CRM/twitter-settings",
  "editable_grid": 1,
  "engine": "InnoDB",
  "field_order": [
@@ -77,7 +78,7 @@
  "image_field": "profile_pic",
  "issingle": 1,
  "links": [],
- "modified": "2020-05-13 17:50:47.934776",
+ "modified": "2021-02-18 15:18:07.900031",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "Twitter Settings",

erpnext/crm/doctype/twitter_settings/twitter_settings.py

@@ -32,7 +32,9 @@ class TwitterSettings(Document):
 
 		try:
 			auth.get_access_token(oauth_verifier)
-			api = self.get_api(auth.access_token, auth.access_token_secret)
+			self.access_token = auth.access_token
+			self.access_token_secret = auth.access_token_secret
+			api = self.get_api()
 			user = api.me()
 			profile_pic = (user._json["profile_image_url"]).replace("_normal","")
 
@@ -50,11 +52,11 @@ class TwitterSettings(Document):
 			frappe.msgprint(_("Error! Failed to get access token."))
 			frappe.throw(_('Invalid Consumer Key or Consumer Secret Key'))
 
-	def get_api(self, access_token, access_token_secret):
+	def get_api(self):
-		# authentication of consumer key and secret
+		# authentication of consumer key and secret 
-		auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret"))
+		auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret")) 
-		# authentication of access token and secret
+		# authentication of access token and secret 
-		auth.set_access_token(access_token, access_token_secret)
+		auth.set_access_token(self.access_token, self.access_token_secret) 
 
 		return tweepy.API(auth)
 
@@ -68,13 +70,13 @@ class TwitterSettings(Document):
 
 	def upload_image(self, media):
 		media = get_file_path(media)
-		api = self.get_api(self.access_token, self.access_token_secret)
+		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(self.access_token, self.access_token_secret)
+		api = self.get_api()
 		try:
 			if media_id:
 				response = api.update_status(status = text, media_ids = [media_id])
@@ -84,12 +86,32 @@ class TwitterSettings(Document):
 			return response
 
 		except TweepError as e:
-			content = json.loads(e.response.content)
+			self.api_error(e)
-			content = content["errors"][0]
+
-			if e.response.status_code == 401:
+	def delete_tweet(self, tweet_id):
-				self.db_set("session_status", "Expired")
+		api = self.get_api()
-				frappe.db.commit()
+		try: 
-			frappe.throw(content["message"],title="Twitter Error {0} {1}".format(e.response.status_code, e.response.reason))
+			api.destroy_status(tweet_id)
+		except TweepError as e:
+			self.api_error(e)
+
+	def get_tweet(self, tweet_id):
+		api = self.get_api()
+		try: 
+			response = api.get_status(tweet_id, trim_user=True, include_entities=True)
+		except TweepError as e:
+			self.api_error(e)
+		
+		return response._json
+	
+	def api_error(self, 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(allow_guest=True)
 def callback(oauth_token = None, oauth_verifier = None):

erpnext/healthcare/doctype/fee_validity/test_fee_validity.py

@@ -29,10 +29,10 @@ class TestFeeValidity(unittest.TestCase):
 		healthcare_settings.save(ignore_permissions=True)
 		patient, medical_department, practitioner = create_healthcare_docs()
 
-		# appointment should not be invoiced. Check Fee Validity created for new patient
+		# For first appointment, invoice is generated
 		appointment = create_appointment(patient, practitioner, nowdate())
 		invoiced = frappe.db.get_value("Patient Appointment", appointment.name, "invoiced")
-		self.assertEqual(invoiced, 0)
+		self.assertEqual(invoiced, 1)
 
 		# appointment should not be invoiced as it is within fee validity
 		appointment = create_appointment(patient, practitioner, add_days(nowdate(), 4))

erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.json

@@ -282,7 +282,7 @@
  ],
  "image_field": "image",
  "links": [],
- "modified": "2021-01-22 10:14:43.187675",
+ "modified": "2021-08-24 10:42:08.513054",
  "modified_by": "Administrator",
  "module": "Healthcare",
  "name": "Healthcare Practitioner",
@@ -295,6 +295,7 @@
    "read": 1,
    "report": 1,
    "role": "Laboratory User",
+   "select": 1,
    "share": 1,
    "write": 1
   },
@@ -307,6 +308,7 @@
    "read": 1,
    "report": 1,
    "role": "Physician",
+   "select": 1,
    "share": 1,
    "write": 1
   },
@@ -319,6 +321,7 @@
    "read": 1,
    "report": 1,
    "role": "Nursing User",
+   "select": 1,
    "share": 1,
    "write": 1
   }

erpnext/healthcare/doctype/patient_appointment/patient_appointment.js

@@ -241,6 +241,13 @@ frappe.ui.form.on('Patient Appointment', {
 					frm.toggle_reqd('mode_of_payment', 0);
 					frm.toggle_reqd('paid_amount', 0);
 					frm.toggle_reqd('billing_item', 0);
+				} else if (data.message) {
+					frm.toggle_display('mode_of_payment', 1);
+					frm.toggle_display('paid_amount', 1);
+					frm.toggle_display('billing_item', 1);
+					frm.toggle_reqd('mode_of_payment', 1);
+					frm.toggle_reqd('paid_amount', 1);
+					frm.toggle_reqd('billing_item', 1);
 				} else {
 					// if automated appointment invoicing is disabled, hide fields
 					frm.toggle_display('mode_of_payment', data.message ? 1 : 0);

erpnext/healthcare/doctype/patient_appointment/patient_appointment.json

@@ -134,6 +134,7 @@
    "set_only_once": 1
   },
   {
+   "depends_on": "eval:doc.practitioner;",
    "fieldname": "section_break_12",
    "fieldtype": "Section Break",
    "label": "Appointment Details"
@@ -141,7 +142,6 @@
   {
    "fieldname": "practitioner",
    "fieldtype": "Link",
-   "ignore_user_permissions": 1,
    "in_standard_filter": 1,
    "label": "Healthcare Practitioner",
    "options": "Healthcare Practitioner",
@@ -349,7 +349,7 @@
   }
  ],
  "links": [],
- "modified": "2021-02-08 13:13:15.116833",
+ "modified": "2021-06-16 00:40:26.841794",
  "modified_by": "Administrator",
  "module": "Healthcare",
  "name": "Patient Appointment",
@@ -400,4 +400,4 @@
  "title_field": "title",
  "track_changes": 1,
  "track_seen": 1
-}
+}

erpnext/healthcare/doctype/patient_appointment/patient_appointment.py

@@ -136,8 +136,6 @@ def check_payment_fields_reqd(patient):
 			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
 
@@ -152,8 +150,6 @@ def invoice_appointment(appointment_doc):
 		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
 
@@ -199,9 +195,7 @@ def check_is_new_patient(patient, name=None):
 		filters['name'] = ('!=', name)
 
 	has_previous_appointment = frappe.db.exists('Patient Appointment', filters)
-	if has_previous_appointment:
+	return not has_previous_appointment
-		return False
-	return True
 
 
 def get_appointment_item(appointment_doc, item):

erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py

@@ -4,11 +4,12 @@
 from __future__ import unicode_literals
 import unittest
 import frappe
-from erpnext.healthcare.doctype.patient_appointment.patient_appointment import update_status, make_encounter
+from erpnext.healthcare.doctype.patient_appointment.patient_appointment import update_status, make_encounter, check_payment_fields_reqd, check_is_new_patient
 from frappe.utils import nowdate, add_days, now_datetime
 from frappe.utils.make_random import get_random
 from erpnext.accounts.doctype.pos_profile.test_pos_profile import make_pos_profile
 
+
 class TestPatientAppointment(unittest.TestCase):
 	def setUp(self):
 		frappe.db.sql("""delete from `tabPatient Appointment`""")
@@ -176,10 +177,55 @@ class TestPatientAppointment(unittest.TestCase):
 		mark_invoiced_inpatient_occupancy(ip_record1)
 		discharge_patient(ip_record1)
 
+	def test_payment_should_be_mandatory_for_new_patient_appointment(self):
+		frappe.db.set_value('Healthcare Settings', None, 'enable_free_follow_ups', 1)
+		frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 1)
+		frappe.db.set_value('Healthcare Settings', None, 'max_visits', 3)
+		frappe.db.set_value('Healthcare Settings', None, 'valid_days', 30)
+
+		patient = create_patient()
+		assert check_is_new_patient(patient)
+		payment_required = check_payment_fields_reqd(patient)
+		assert payment_required is True
+
+	def test_sales_invoice_should_be_generated_for_new_patient_appointment(self):
+		patient, medical_department, practitioner = create_healthcare_docs()
+		frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 1)
+		invoice_count = frappe.db.count('Sales Invoice')
+
+		assert check_is_new_patient(patient)
+		create_appointment(patient, practitioner, nowdate())
+		new_invoice_count = frappe.db.count('Sales Invoice')
+
+		assert new_invoice_count == invoice_count + 1
+
+	def test_patient_appointment_should_consider_permissions_while_fetching_appointments(self):
+		patient, medical_department, practitioner = create_healthcare_docs()
+		create_appointment(patient, practitioner, nowdate())
+
+		patient, medical_department, new_practitioner = create_healthcare_docs(practitioner_name='Dr. John')
+		create_appointment(patient, new_practitioner, nowdate())
+
+		roles = [{"doctype": "Has Role", "role": "Physician"}]
+		user = create_user(roles=roles)
+		new_practitioner = frappe.get_doc('Healthcare Practitioner', new_practitioner)
+		new_practitioner.user_id = user.email
+		new_practitioner.save()
+
+		frappe.set_user(user.name)
+		appointments = frappe.get_list('Patient Appointment')
+		assert len(appointments) == 1
+
+		frappe.set_user("Administrator")
+		appointments = frappe.get_list('Patient Appointment')
+		assert len(appointments) == 2
+
+def create_healthcare_docs(practitioner_name=None):
+	if not practitioner_name:
+		practitioner_name = '_Test Healthcare Practitioner'
 
-def create_healthcare_docs():
 	patient = create_patient()
-	practitioner = frappe.db.exists('Healthcare Practitioner', '_Test Healthcare Practitioner')
+	practitioner = frappe.db.exists('Healthcare Practitioner', practitioner_name)
 	medical_department = frappe.db.exists('Medical Department', '_Test Medical Department')
 
 	if not medical_department:
@@ -190,7 +236,7 @@ def create_healthcare_docs():
 
 	if not practitioner:
 		practitioner = frappe.new_doc('Healthcare Practitioner')
-		practitioner.first_name = '_Test Healthcare Practitioner'
+		practitioner.first_name = practitioner_name
 		practitioner.gender = 'Female'
 		practitioner.department = medical_department
 		practitioner.op_consulting_charge = 500
@@ -297,3 +343,17 @@ def create_appointment_type(args=None):
 			'price_list': args.get('price_list') or frappe.db.get_value("Price List", {"selling": 1}),
 			'items': args.get('items') or items
 		}).insert()
+
+def create_user(email=None, roles=None):
+	if not email:
+		email = '{}@frappe.com'.format(frappe.utils.random_string(10))
+	user = frappe.db.exists('User', email)
+	if not user:
+		user = frappe.get_doc({
+			"doctype": "User",
+			"email": email,
+			"first_name": "test_user",
+			"password": "password",
+			"roles": roles,
+		}).insert()
+	return user

erpnext/hooks.py

@@ -355,7 +355,8 @@ scheduler_events = {
 		"erpnext.crm.doctype.opportunity.opportunity.auto_close_opportunity",
 		"erpnext.controllers.accounts_controller.update_invoice_status",
 		"erpnext.accounts.doctype.fiscal_year.fiscal_year.auto_create_fiscal_year",
-		"erpnext.hr.doctype.employee.employee.send_birthday_reminders",
+		"erpnext.hr.doctype.employee.employee_reminders.send_work_anniversary_reminders",
+		"erpnext.hr.doctype.employee.employee_reminders.send_birthday_reminders",
 		"erpnext.projects.doctype.task.task.set_tasks_as_overdue",
 		"erpnext.assets.doctype.asset.depreciation.post_depreciation_entries",
 		"erpnext.hr.doctype.daily_work_summary_group.daily_work_summary_group.send_summary",
@@ -387,6 +388,12 @@ scheduler_events = {
 		"erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual.process_loan_interest_accrual_for_term_loans",
 		"erpnext.crm.doctype.lead.lead.daily_open_lead"
 	],
+	"weekly": [
+		"erpnext.hr.doctype.employee.employee_reminders.send_reminders_in_advance_weekly"
+	],
+	"monthly": [
+		"erpnext.hr.doctype.employee.employee_reminders.send_reminders_in_advance_monthly"
+	],
 	"monthly_long": [
 		"erpnext.accounts.deferred_revenue.process_deferred_accounting",
 		"erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual.process_loan_interest_accrual_for_demand_loans"

erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.py

@@ -8,7 +8,7 @@ from frappe import _
 from frappe.utils import date_diff, add_days, getdate, cint, format_date
 from frappe.model.document import Document
 from erpnext.hr.utils import validate_dates, validate_overlap, get_leave_period, validate_active_employee, \
-	get_holidays_for_employee, create_additional_leave_ledger_entry
+	create_additional_leave_ledger_entry, get_holiday_dates_for_employee
 
 class CompensatoryLeaveRequest(Document):
 
@@ -39,7 +39,7 @@ class CompensatoryLeaveRequest(Document):
 			frappe.throw(_("You are not present all day(s) between compensatory leave request days"))
 
 	def validate_holidays(self):
-		holidays = get_holidays_for_employee(self.employee, self.work_from_date, self.work_end_date)
+		holidays = get_holiday_dates_for_employee(self.employee, self.work_from_date, self.work_end_date)
 		if len(holidays) < date_diff(self.work_end_date, self.work_from_date) + 1:
 			if date_diff(self.work_end_date, self.work_from_date):
 				msg = _("The days between {0} to {1} are not valid holidays.").format(frappe.bold(format_date(self.work_from_date)), frappe.bold(format_date(self.work_end_date)))

erpnext/hr/doctype/employee/employee.py

@@ -1,7 +1,5 @@
 # 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 getdate, validate_email_address, today, add_years, cstr
@@ -9,7 +7,6 @@ from frappe.model.naming import set_name_by_naming_series
 from frappe import throw, _, scrub
 from frappe.permissions import add_user_permission, remove_user_permission, \
 	set_user_permission_if_allowed, has_permission, get_doc_permissions
-from frappe.model.document import Document
 from erpnext.utilities.transaction_base import delete_events
 from frappe.utils.nestedset import NestedSet
 
@@ -286,94 +283,8 @@ def update_user_permissions(doc, method):
 		employee = frappe.get_doc("Employee", {"user_id": doc.name})
 		employee.update_user_permissions()
 
-def send_birthday_reminders():
-	"""Send Employee birthday reminders if no 'Stop Birthday Reminders' is not set."""
-	if int(frappe.db.get_single_value("HR Settings", "stop_birthday_reminders") or 0):
-		return
-
-	employees_born_today = get_employees_who_are_born_today()
-
-	for company, birthday_persons in employees_born_today.items():
-		employee_emails = get_all_employee_emails(company)
-		birthday_person_emails = [get_employee_email(doc) for doc in birthday_persons]
-		recipients = list(set(employee_emails) - set(birthday_person_emails))
-
-		reminder_text, message = get_birthday_reminder_text_and_message(birthday_persons)
-		send_birthday_reminder(recipients, reminder_text, birthday_persons, message)
-
-		if len(birthday_persons) > 1:
-			# special email for people sharing birthdays
-			for person in birthday_persons:
-				person_email = person["user_id"] or person["personal_email"] or person["company_email"]
-				others = [d for d in birthday_persons if d != person]
-				reminder_text, message = get_birthday_reminder_text_and_message(others)
-				send_birthday_reminder(person_email, reminder_text, others, message)
-
 def get_employee_email(employee_doc):
-	return employee_doc["user_id"] or employee_doc["personal_email"] or employee_doc["company_email"]
+	return employee_doc.get("user_id") or employee_doc.get("personal_email") or employee_doc.get("company_email")
-
-def get_birthday_reminder_text_and_message(birthday_persons):
-	if len(birthday_persons) == 1:
-		birthday_person_text = birthday_persons[0]['name']
-	else:
-		# converts ["Jim", "Rim", "Dim"] to Jim, Rim & Dim
-		person_names = [d['name'] for d in birthday_persons]
-		last_person = person_names[-1]
-		birthday_person_text = ", ".join(person_names[:-1])
-		birthday_person_text = _("{} & {}").format(birthday_person_text, last_person)
-
-	reminder_text = _("Today is {0}'s birthday 🎉").format(birthday_person_text)
-	message = _("A friendly reminder of an important date for our team.")
-	message += "<br>"
-	message += _("Everyone, let’s congratulate {0} on their birthday.").format(birthday_person_text)
-
-	return reminder_text, message
-
-def send_birthday_reminder(recipients, reminder_text, birthday_persons, message):
-	frappe.sendmail(
-		recipients=recipients,
-		subject=_("Birthday Reminder"),
-		template="birthday_reminder",
-		args=dict(
-			reminder_text=reminder_text,
-			birthday_persons=birthday_persons,
-			message=message,
-		),
-		header=_("Birthday Reminder 🎂")
-	)
-
-def get_employees_who_are_born_today():
-	"""Get all employee born today & group them based on their company"""
-	from collections import defaultdict
-	employees_born_today = frappe.db.multisql({
-		"mariadb": """
-			SELECT `personal_email`, `company`, `company_email`, `user_id`, `employee_name` AS 'name', `image`
-			FROM `tabEmployee`
-			WHERE
-				DAY(date_of_birth) = DAY(%(today)s)
-			AND
-				MONTH(date_of_birth) = MONTH(%(today)s)
-			AND
-				`status` = 'Active'
-		""",
-		"postgres": """
-			SELECT "personal_email", "company", "company_email", "user_id", "employee_name" AS 'name', "image"
-			FROM "tabEmployee"
-			WHERE
-				DATE_PART('day', "date_of_birth") = date_part('day', %(today)s)
-			AND
-				DATE_PART('month', "date_of_birth") = date_part('month', %(today)s)
-			AND
-				"status" = 'Active'
-		""",
-	}, dict(today=today()), as_dict=1)
-
-	grouped_employees = defaultdict(lambda: [])
-
-	for employee_doc in employees_born_today:
-		grouped_employees[employee_doc.get('company')].append(employee_doc)
-
-	return grouped_employees
 
 def get_holiday_list_for_employee(employee, raise_exception=True):
 	if employee:
@@ -390,17 +301,40 @@ def get_holiday_list_for_employee(employee, raise_exception=True):
 
 	return holiday_list
 
-def is_holiday(employee, date=None, raise_exception=True):
+def is_holiday(employee, date=None, raise_exception=True, only_non_weekly=False, with_description=False):
-	'''Returns True if given Employee has an holiday on the given date
+	'''
-	:param employee: Employee `name`
+	Returns True if given Employee has an holiday on the given date
-	:param date: Date to check. Will check for today if None'''
+		:param employee: Employee `name`
+		:param date: Date to check. Will check for today if None
+		:param raise_exception: Raise an exception if no holiday list found, default is True
+		:param only_non_weekly: Check only non-weekly holidays, default is False
+	'''
 
 	holiday_list = get_holiday_list_for_employee(employee, raise_exception)
 	if not date:
 		date = today()
 
-	if holiday_list:
+	if not holiday_list:
-		return frappe.get_all('Holiday List', dict(name=holiday_list, holiday_date=date)) and True or False
+		return False
+
+	filters = {
+		'parent': holiday_list,
+		'holiday_date': date
+	}
+	if only_non_weekly:
+		filters['weekly_off'] = False
+
+	holidays = frappe.get_all(
+		'Holiday',
+		fields=['description'],
+		filters=filters,
+		pluck='description'
+	)
+
+	if with_description:
+		return len(holidays) > 0, holidays
+
+	return len(holidays) > 0
 
 @frappe.whitelist()
 def deactivate_sales_person(status = None, employee = None):
@@ -503,7 +437,6 @@ def get_children(doctype, parent=None, company=None, is_root=False, is_tree=Fals
 
 	return employees
 
-
 def on_doctype_update():
 	frappe.db.add_index("Employee", ["lft", "rgt"])
 

erpnext/hr/doctype/employee/employee_reminders.py

@@ -0,0 +1,247 @@
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import frappe
+from frappe import _
+from frappe.utils import comma_sep, getdate, today, add_months, add_days
+from erpnext.hr.doctype.employee.employee import get_all_employee_emails, get_employee_email
+from erpnext.hr.utils import get_holidays_for_employee
+
+# -----------------
+# HOLIDAY REMINDERS
+# -----------------
+def send_reminders_in_advance_weekly():
+	to_send_in_advance = int(frappe.db.get_single_value("HR Settings", "send_holiday_reminders") or 1)
+	frequency = frappe.db.get_single_value("HR Settings", "frequency")
+	if not (to_send_in_advance and frequency == "Weekly"):
+		return
+
+	send_advance_holiday_reminders("Weekly")
+
+def send_reminders_in_advance_monthly():
+	to_send_in_advance = int(frappe.db.get_single_value("HR Settings", "send_holiday_reminders") or 1)
+	frequency = frappe.db.get_single_value("HR Settings", "frequency")
+	if not (to_send_in_advance and frequency == "Monthly"):
+		return
+
+	send_advance_holiday_reminders("Monthly")
+
+def send_advance_holiday_reminders(frequency):
+	"""Send Holiday Reminders in Advance to Employees
+	`frequency` (str): 'Weekly' or 'Monthly'
+	"""
+	if frequency == "Weekly":
+		start_date = getdate()
+		end_date = add_days(getdate(), 7)
+	elif frequency == "Monthly":
+		# Sent on 1st of every month
+		start_date = getdate()
+		end_date = add_months(getdate(), 1)
+	else:
+		return
+
+	employees = frappe.db.get_all('Employee', pluck='name')
+	for employee in employees:
+		holidays = get_holidays_for_employee(
+			employee,
+			start_date, end_date,
+			only_non_weekly=True,
+			raise_exception=False
+		)
+
+		if not (holidays is None):
+			send_holidays_reminder_in_advance(employee, holidays)
+
+def send_holidays_reminder_in_advance(employee, holidays):
+	employee_doc = frappe.get_doc('Employee', employee)
+	employee_email = get_employee_email(employee_doc)
+	frequency = frappe.db.get_single_value("HR Settings", "frequency")
+
+	email_header = _("Holidays this Month.") if frequency == "Monthly" else _("Holidays this Week.")
+	frappe.sendmail(
+		recipients=[employee_email],
+		subject=_("Upcoming Holidays Reminder"),
+		template="holiday_reminder",
+		args=dict(
+			reminder_text=_("Hey {}! This email is to remind you about the upcoming holidays.").format(employee_doc.get('first_name')),
+			message=_("Below is the list of upcoming holidays for you:"),
+			advance_holiday_reminder=True,
+			holidays=holidays,
+			frequency=frequency[:-2]
+		),
+		header=email_header
+	)
+
+# ------------------
+# BIRTHDAY REMINDERS
+# ------------------
+def send_birthday_reminders():
+	"""Send Employee birthday reminders if no 'Stop Birthday Reminders' is not set."""
+	to_send = int(frappe.db.get_single_value("HR Settings", "send_birthday_reminders") or 1)
+	if not to_send:
+		return
+
+	employees_born_today = get_employees_who_are_born_today()
+
+	for company, birthday_persons in employees_born_today.items():
+		employee_emails = get_all_employee_emails(company)
+		birthday_person_emails = [get_employee_email(doc) for doc in birthday_persons]
+		recipients = list(set(employee_emails) - set(birthday_person_emails))
+
+		reminder_text, message = get_birthday_reminder_text_and_message(birthday_persons)
+		send_birthday_reminder(recipients, reminder_text, birthday_persons, message)
+
+		if len(birthday_persons) > 1:
+			# special email for people sharing birthdays
+			for person in birthday_persons:
+				person_email = person["user_id"] or person["personal_email"] or person["company_email"]
+				others = [d for d in birthday_persons if d != person]
+				reminder_text, message = get_birthday_reminder_text_and_message(others)
+				send_birthday_reminder(person_email, reminder_text, others, message)
+
+def get_birthday_reminder_text_and_message(birthday_persons):
+	if len(birthday_persons) == 1:
+		birthday_person_text = birthday_persons[0]['name']
+	else:
+		# converts ["Jim", "Rim", "Dim"] to Jim, Rim & Dim
+		person_names = [d['name'] for d in birthday_persons]
+		birthday_person_text = comma_sep(person_names, frappe._("{0} & {1}"), False)
+
+	reminder_text = _("Today is {0}'s birthday 🎉").format(birthday_person_text)
+	message = _("A friendly reminder of an important date for our team.")
+	message += "<br>"
+	message += _("Everyone, let’s congratulate {0} on their birthday.").format(birthday_person_text)
+
+	return reminder_text, message
+
+def send_birthday_reminder(recipients, reminder_text, birthday_persons, message):
+	frappe.sendmail(
+		recipients=recipients,
+		subject=_("Birthday Reminder"),
+		template="birthday_reminder",
+		args=dict(
+			reminder_text=reminder_text,
+			birthday_persons=birthday_persons,
+			message=message,
+		),
+		header=_("Birthday Reminder 🎂")
+	)
+
+def get_employees_who_are_born_today():
+	"""Get all employee born today & group them based on their company"""
+	return get_employees_having_an_event_today("birthday")
+
+def get_employees_having_an_event_today(event_type):
+	"""Get all employee who have `event_type` today
+	& group them based on their company. `event_type`
+	can be `birthday` or `work_anniversary`"""
+
+	from collections import defaultdict
+
+	# Set column based on event type
+	if event_type == 'birthday':
+		condition_column = 'date_of_birth'
+	elif event_type == 'work_anniversary':
+		condition_column = 'date_of_joining'
+	else:
+		return
+
+	employees_born_today = frappe.db.multisql({
+		"mariadb": f"""
+			SELECT `personal_email`, `company`, `company_email`, `user_id`, `employee_name` AS 'name', `image`, `date_of_joining`
+			FROM `tabEmployee`
+			WHERE
+				DAY({condition_column}) = DAY(%(today)s)
+			AND
+				MONTH({condition_column}) = MONTH(%(today)s)
+			AND
+				`status` = 'Active'
+		""",
+		"postgres": f"""
+			SELECT "personal_email", "company", "company_email", "user_id", "employee_name" AS 'name', "image"
+			FROM "tabEmployee"
+			WHERE
+				DATE_PART('day', {condition_column}) = date_part('day', %(today)s)
+			AND
+				DATE_PART('month', {condition_column}) = date_part('month', %(today)s)
+			AND
+				"status" = 'Active'
+		""",
+	}, dict(today=today(), condition_column=condition_column), as_dict=1)
+
+	grouped_employees = defaultdict(lambda: [])
+
+	for employee_doc in employees_born_today:
+		grouped_employees[employee_doc.get('company')].append(employee_doc)
+
+	return grouped_employees
+
+
+# --------------------------
+# WORK ANNIVERSARY REMINDERS
+# --------------------------
+def send_work_anniversary_reminders():
+	"""Send Employee Work Anniversary Reminders if 'Send Work Anniversary Reminders' is checked"""
+	to_send = int(frappe.db.get_single_value("HR Settings", "send_work_anniversary_reminders") or 1)
+	if not to_send:
+		return
+
+	employees_joined_today = get_employees_having_an_event_today("work_anniversary")
+
+	for company, anniversary_persons in employees_joined_today.items():
+		employee_emails = get_all_employee_emails(company)
+		anniversary_person_emails = [get_employee_email(doc) for doc in anniversary_persons]
+		recipients = list(set(employee_emails) - set(anniversary_person_emails))
+
+		reminder_text, message = get_work_anniversary_reminder_text_and_message(anniversary_persons)
+		send_work_anniversary_reminder(recipients, reminder_text, anniversary_persons, message)
+
+		if len(anniversary_persons) > 1:
+			# email for people sharing work anniversaries
+			for person in anniversary_persons:
+				person_email = person["user_id"] or person["personal_email"] or person["company_email"]
+				others = [d for d in anniversary_persons if d != person]
+				reminder_text, message = get_work_anniversary_reminder_text_and_message(others)
+				send_work_anniversary_reminder(person_email, reminder_text, others, message)
+
+def get_work_anniversary_reminder_text_and_message(anniversary_persons):
+	if len(anniversary_persons) == 1:
+		anniversary_person = anniversary_persons[0]['name']
+		persons_name = anniversary_person
+		# Number of years completed at the company
+		completed_years = getdate().year - anniversary_persons[0]['date_of_joining'].year
+		anniversary_person += f" completed {completed_years} years"
+	else:
+		person_names_with_years = []
+		names = []
+		for person in anniversary_persons:
+			person_text = person['name']
+			names.append(person_text)
+			# Number of years completed at the company
+			completed_years = getdate().year - person['date_of_joining'].year
+			person_text += f" completed {completed_years} years"
+			person_names_with_years.append(person_text)
+
+		# converts ["Jim", "Rim", "Dim"] to Jim, Rim & Dim
+		anniversary_person = comma_sep(person_names_with_years, frappe._("{0} & {1}"), False)
+		persons_name = comma_sep(names, frappe._("{0} & {1}"), False)
+
+	reminder_text = _("Today {0} at our Company! 🎉").format(anniversary_person)
+	message = _("A friendly reminder of an important date for our team.")
+	message += "<br>"
+	message += _("Everyone, let’s congratulate {0} on their work anniversary!").format(persons_name)
+
+	return reminder_text, message
+
+def send_work_anniversary_reminder(recipients, reminder_text, anniversary_persons, message):
+	frappe.sendmail(
+		recipients=recipients,
+		subject=_("Work Anniversary Reminder"),
+		template="anniversary_reminder",
+		args=dict(
+			reminder_text=reminder_text,
+			anniversary_persons=anniversary_persons,
+			message=message,
+		),
+		header=_("🎊️🎊️ Work Anniversary Reminder 🎊️🎊️")
+	)

erpnext/hr/doctype/employee/test_employee.py

@@ -1,7 +1,5 @@
 # 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
 import erpnext
@@ -12,29 +10,6 @@ from erpnext.hr.doctype.employee.employee import InactiveEmployeeStatusError
 test_records = frappe.get_test_records('Employee')
 
 class TestEmployee(unittest.TestCase):
-	def test_birthday_reminders(self):
-		employee = frappe.get_doc("Employee", frappe.db.sql_list("select name from tabEmployee limit 1")[0])
-		employee.date_of_birth = "1992" + frappe.utils.nowdate()[4:]
-		employee.company_email = "test@example.com"
-		employee.company = "_Test Company"
-		employee.save()
-
-		from erpnext.hr.doctype.employee.employee import get_employees_who_are_born_today, send_birthday_reminders
-
-		employees_born_today = get_employees_who_are_born_today()
-		self.assertTrue(employees_born_today.get("_Test Company"))
-
-		frappe.db.sql("delete from `tabEmail Queue`")
-
-		hr_settings = frappe.get_doc("HR Settings", "HR Settings")
-		hr_settings.stop_birthday_reminders = 0
-		hr_settings.save()
-
-		send_birthday_reminders()
-
-		email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
-		self.assertTrue("Subject: Birthday Reminder" in email_queue[0].message)
-
 	def test_employee_status_left(self):
 		employee1 = make_employee("test_employee_1@company.com")
 		employee2 = make_employee("test_employee_2@company.com")

erpnext/hr/doctype/employee/test_employee_reminders.py

@@ -0,0 +1,173 @@
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+import frappe
+import unittest
+
+from frappe.utils import getdate
+from datetime import timedelta
+from erpnext.hr.doctype.employee.test_employee import make_employee
+from erpnext.hr.doctype.hr_settings.hr_settings import set_proceed_with_frequency_change
+
+
+class TestEmployeeReminders(unittest.TestCase):
+	@classmethod
+	def setUpClass(cls):
+		from erpnext.hr.doctype.holiday_list.test_holiday_list import make_holiday_list
+
+		# Create a test holiday list
+		test_holiday_dates = cls.get_test_holiday_dates()
+		test_holiday_list = make_holiday_list(
+			'TestHolidayRemindersList', 
+			holiday_dates=[
+				{'holiday_date': test_holiday_dates[0], 'description': 'test holiday1'},
+				{'holiday_date': test_holiday_dates[1], 'description': 'test holiday2'},
+				{'holiday_date': test_holiday_dates[2], 'description': 'test holiday3', 'weekly_off': 1},
+				{'holiday_date': test_holiday_dates[3], 'description': 'test holiday4'},
+				{'holiday_date': test_holiday_dates[4], 'description': 'test holiday5'},
+				{'holiday_date': test_holiday_dates[5], 'description': 'test holiday6'},
+			],
+			from_date=getdate()-timedelta(days=10),
+			to_date=getdate()+timedelta(weeks=5)
+		)
+
+		# Create a test employee
+		test_employee = frappe.get_doc(
+			'Employee',
+			make_employee('test@gopher.io', company="_Test Company")
+		)
+
+		# Attach the holiday list to employee
+		test_employee.holiday_list = test_holiday_list.name
+		test_employee.save()
+
+		# Attach to class
+		cls.test_employee = test_employee
+		cls.test_holiday_dates = test_holiday_dates
+
+	@classmethod
+	def get_test_holiday_dates(cls):
+		today_date = getdate()
+		return [
+			today_date, 
+			today_date-timedelta(days=4), 
+			today_date-timedelta(days=3),
+			today_date+timedelta(days=1),
+			today_date+timedelta(days=3),
+			today_date+timedelta(weeks=3)
+		]
+
+	def setUp(self):
+		# Clear Email Queue
+		frappe.db.sql("delete from `tabEmail Queue`")
+
+	def test_is_holiday(self):
+		from erpnext.hr.doctype.employee.employee import is_holiday
+		
+		self.assertTrue(is_holiday(self.test_employee.name))
+		self.assertTrue(is_holiday(self.test_employee.name, date=self.test_holiday_dates[1]))
+		self.assertFalse(is_holiday(self.test_employee.name, date=getdate()-timedelta(days=1)))
+
+		# Test weekly_off holidays
+		self.assertTrue(is_holiday(self.test_employee.name, date=self.test_holiday_dates[2]))
+		self.assertFalse(is_holiday(self.test_employee.name, date=self.test_holiday_dates[2], only_non_weekly=True))
+
+		# Test with descriptions
+		has_holiday, descriptions = is_holiday(self.test_employee.name, with_description=True)
+		self.assertTrue(has_holiday)
+		self.assertTrue('test holiday1' in descriptions)
+
+	def test_birthday_reminders(self):
+		employee = frappe.get_doc("Employee", frappe.db.sql_list("select name from tabEmployee limit 1")[0])
+		employee.date_of_birth = "1992" + frappe.utils.nowdate()[4:]
+		employee.company_email = "test@example.com"
+		employee.company = "_Test Company"
+		employee.save()
+
+		from erpnext.hr.doctype.employee.employee_reminders import get_employees_who_are_born_today, send_birthday_reminders
+
+		employees_born_today = get_employees_who_are_born_today()
+		self.assertTrue(employees_born_today.get("_Test Company"))
+
+		hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+		hr_settings.send_birthday_reminders = 1
+		hr_settings.save()
+
+		send_birthday_reminders()
+
+		email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+		self.assertTrue("Subject: Birthday Reminder" in email_queue[0].message)
+
+	def test_work_anniversary_reminders(self):
+		employee = frappe.get_doc("Employee", frappe.db.sql_list("select name from tabEmployee limit 1")[0])
+		employee.date_of_joining = "1998" + frappe.utils.nowdate()[4:]
+		employee.company_email = "test@example.com"
+		employee.company = "_Test Company"
+		employee.save()
+
+		from erpnext.hr.doctype.employee.employee_reminders import get_employees_having_an_event_today, send_work_anniversary_reminders
+
+		employees_having_work_anniversary = get_employees_having_an_event_today('work_anniversary')
+		self.assertTrue(employees_having_work_anniversary.get("_Test Company"))
+
+		hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+		hr_settings.send_work_anniversary_reminders = 1
+		hr_settings.save()
+
+		send_work_anniversary_reminders()
+
+		email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+		self.assertTrue("Subject: Work Anniversary Reminder" in email_queue[0].message)
+	
+	def test_send_holidays_reminder_in_advance(self):
+		from erpnext.hr.utils import get_holidays_for_employee
+		from erpnext.hr.doctype.employee.employee_reminders import send_holidays_reminder_in_advance
+
+		# Get HR settings and enable advance holiday reminders
+		hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+		hr_settings.send_holiday_reminders = 1
+		set_proceed_with_frequency_change()
+		hr_settings.frequency = 'Weekly'
+		hr_settings.save()
+
+		holidays = get_holidays_for_employee(
+					self.test_employee.get('name'),
+					getdate(), getdate() + timedelta(days=3),
+					only_non_weekly=True, 
+					raise_exception=False
+				)
+		
+		send_holidays_reminder_in_advance(
+			self.test_employee.get('name'),
+			holidays
+		)
+
+		email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+		self.assertEqual(len(email_queue), 1)
+
+	def test_advance_holiday_reminders_monthly(self):
+		from erpnext.hr.doctype.employee.employee_reminders import send_reminders_in_advance_monthly
+		# Get HR settings and enable advance holiday reminders
+		hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+		hr_settings.send_holiday_reminders = 1
+		set_proceed_with_frequency_change()
+		hr_settings.frequency = 'Monthly'
+		hr_settings.save()
+
+		send_reminders_in_advance_monthly()
+
+		email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+		self.assertTrue(len(email_queue) > 0)
+	
+	def test_advance_holiday_reminders_weekly(self):
+		from erpnext.hr.doctype.employee.employee_reminders import send_reminders_in_advance_weekly
+		# Get HR settings and enable advance holiday reminders
+		hr_settings = frappe.get_doc("HR Settings", "HR Settings")
+		hr_settings.send_holiday_reminders = 1
+		hr_settings.frequency = 'Weekly'
+		hr_settings.save()
+
+		send_reminders_in_advance_weekly()
+
+		email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
+		self.assertTrue(len(email_queue) > 0)

erpnext/hr/doctype/hr_settings/hr_settings.json

@@ -11,8 +11,14 @@
   "emp_created_by",
   "column_break_4",
   "standard_working_hours",
-  "stop_birthday_reminders",
   "expense_approver_mandatory_in_expense_claim",
+  "reminders_section",
+  "send_birthday_reminders",
+  "column_break_9",
+  "send_work_anniversary_reminders",
+  "column_break_11",
+  "send_holiday_reminders",
+  "frequency",
   "leave_settings",
   "send_leave_notification",
   "leave_approval_notification_template",
@@ -50,13 +56,6 @@
    "fieldname": "column_break_4",
    "fieldtype": "Column Break"
   },
-  {
-   "default": "0",
-   "description": "Don't send employee birthday reminders",
-   "fieldname": "stop_birthday_reminders",
-   "fieldtype": "Check",
-   "label": "Stop Birthday Reminders"
-  },
   {
    "default": "1",
    "fieldname": "expense_approver_mandatory_in_expense_claim",
@@ -142,13 +141,53 @@
    "fieldname": "standard_working_hours",
    "fieldtype": "Int",
    "label": "Standard Working Hours"
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "reminders_section",
+   "fieldtype": "Section Break",
+   "label": "Reminders"
+  },
+  {
+   "default": "1",
+   "fieldname": "send_holiday_reminders",
+   "fieldtype": "Check",
+   "label": "Holidays"
+  },
+  {
+   "default": "1",
+   "fieldname": "send_work_anniversary_reminders",
+   "fieldtype": "Check",
+   "label": "Work Anniversaries "
+  },
+  {
+   "default": "Weekly",
+   "depends_on": "eval:doc.send_holiday_reminders",
+   "fieldname": "frequency",
+   "fieldtype": "Select",
+   "label": "Set the frequency for holiday reminders",
+   "options": "Weekly\nMonthly"
+  },
+  {
+   "default": "1",
+   "fieldname": "send_birthday_reminders",
+   "fieldtype": "Check",
+   "label": "Birthdays"
+  },
+  {
+   "fieldname": "column_break_9",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "column_break_11",
+   "fieldtype": "Column Break"
   }
  ],
  "icon": "fa fa-cog",
  "idx": 1,
  "issingle": 1,
  "links": [],
- "modified": "2021-05-11 10:52:56.192773",
+ "modified": "2021-08-24 14:54:12.834162",
  "modified_by": "Administrator",
  "module": "HR",
  "name": "HR Settings",

erpnext/hr/doctype/hr_settings/hr_settings.py

@@ -1,17 +1,79 @@
-# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
 # License: GNU General Public License v3. See license.txt
 
 # For license information, please see license.txt
 
-from __future__ import unicode_literals
 import frappe
+
 from frappe.model.document import Document
+from frappe.utils import format_date
+
+# Wether to proceed with frequency change
+PROCEED_WITH_FREQUENCY_CHANGE = False
 
 class HRSettings(Document):
 	def validate(self):
 		self.set_naming_series()
 
+		# Based on proceed flag
+		global PROCEED_WITH_FREQUENCY_CHANGE
+		if not PROCEED_WITH_FREQUENCY_CHANGE:
+			self.validate_frequency_change()
+		PROCEED_WITH_FREQUENCY_CHANGE = False
+
 	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",
 			self.get("emp_created_by")=="Naming Series", hide_name_field=True)
+
+	def validate_frequency_change(self):
+		weekly_job, monthly_job = None, None
+
+		try:
+			weekly_job = frappe.get_doc(
+				'Scheduled Job Type',
+				'employee_reminders.send_reminders_in_advance_weekly'
+			)
+
+			monthly_job = frappe.get_doc(
+				'Scheduled Job Type',
+				'employee_reminders.send_reminders_in_advance_monthly'
+			)
+		except frappe.DoesNotExistError:
+			return
+
+		next_weekly_trigger = weekly_job.get_next_execution()
+		next_monthly_trigger = monthly_job.get_next_execution()
+
+		if self.freq_changed_from_monthly_to_weekly():
+			if next_monthly_trigger < next_weekly_trigger:
+				self.show_freq_change_warning(next_monthly_trigger, next_weekly_trigger)
+
+		elif self.freq_changed_from_weekly_to_monthly():
+			if next_monthly_trigger > next_weekly_trigger:
+				self.show_freq_change_warning(next_weekly_trigger, next_monthly_trigger)
+
+	def freq_changed_from_weekly_to_monthly(self):
+		return self.has_value_changed("frequency") and self.frequency == "Monthly"
+
+	def freq_changed_from_monthly_to_weekly(self):
+		return self.has_value_changed("frequency") and self.frequency == "Weekly"
+
+	def show_freq_change_warning(self, from_date, to_date):
+		from_date = frappe.bold(format_date(from_date))
+		to_date = frappe.bold(format_date(to_date))
+		frappe.msgprint(
+			msg=frappe._('Employees will miss holiday reminders from {} until {}. <br> Do you want to proceed with this change?').format(from_date, to_date),
+			title='Confirm change in Frequency',
+			primary_action={
+				'label': frappe._('Yes, Proceed'),
+				'client_action': 'erpnext.proceed_save_with_reminders_frequency_change'
+			},
+			raise_exception=frappe.ValidationError
+		)
+
+@frappe.whitelist()
+def set_proceed_with_frequency_change():
+	'''Enables proceed with frequency change'''
+	global PROCEED_WITH_FREQUENCY_CHANGE
+	PROCEED_WITH_FREQUENCY_CHANGE = True

erpnext/hr/doctype/upload_attendance/upload_attendance.py

@@ -10,7 +10,7 @@ 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
+from erpnext.hr.utils import get_holiday_dates_for_employee
 
 class UploadAttendance(Document):
 	pass
@@ -94,7 +94,7 @@ 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))
+		holiday = get_holiday_dates_for_employee(employee, getdate(from_date), getdate(to_date))
 		if holiday_list not in holidays:
 			holidays[holiday_list] = holiday
 

erpnext/hr/utils.py

@@ -335,21 +335,44 @@ def get_sal_slip_total_benefit_given(employee, payroll_period, component=False):
 		total_given_benefit_amount = sum_of_given_benefit[0].total_amount
 	return total_given_benefit_amount
 
-def get_holidays_for_employee(employee, start_date, end_date):
+def get_holiday_dates_for_employee(employee, start_date, end_date):
-	holiday_list = get_holiday_list_for_employee(employee)
+	"""return a list of holiday dates for the given employee between start_date and end_date"""
+	# return only date	
+	holidays = get_holidays_for_employee(employee, start_date, end_date) 
+	
+	return [cstr(h.holiday_date) for h in holidays]
 
-	holidays = frappe.db.sql_list('''select holiday_date from `tabHoliday`
-		where
-			parent=%(holiday_list)s
-			and holiday_date >= %(start_date)s
-			and holiday_date <= %(end_date)s''', {
-				"holiday_list": holiday_list,
-				"start_date": start_date,
-				"end_date": end_date
-			})
 
-	holidays = [cstr(i) for i in holidays]
+def get_holidays_for_employee(employee, start_date, end_date, raise_exception=True, only_non_weekly=False):
+	"""Get Holidays for a given employee
 
+		`employee` (str)
+		`start_date` (str or datetime)
+		`end_date` (str or datetime)
+		`raise_exception` (bool)
+		`only_non_weekly` (bool)
+
+		return: list of dicts with `holiday_date` and `description` 
+	"""
+	holiday_list = get_holiday_list_for_employee(employee, raise_exception=raise_exception)
+
+	if not holiday_list:
+		return []
+
+	filters = {
+		'parent': holiday_list,
+		'holiday_date': ('between', [start_date, end_date])
+	}
+
+	if only_non_weekly:
+		filters['weekly_off'] = False
+
+	holidays = frappe.get_all(
+		'Holiday', 
+		fields=['description', 'holiday_date'],
+		filters=filters
+	)
+	
 	return holidays
 
 @erpnext.allow_regional

erpnext/manufacturing/doctype/bom/bom.py

@@ -148,6 +148,7 @@ class BOM(WebsiteGenerator):
 		self.set_plc_conversion_rate()
 		self.validate_uom_is_interger()
 		self.set_bom_material_details()
+		self.set_bom_scrap_items_detail()
 		self.validate_materials()
 		self.set_routing_operations()
 		self.validate_operations()
@@ -200,7 +201,7 @@ class BOM(WebsiteGenerator):
 
 	def set_bom_material_details(self):
 		for item in self.get("items"):
-			self.validate_bom_currecny(item)
+			self.validate_bom_currency(item)
 
 			ret = self.get_bom_material_detail({
 				"company": self.company,
@@ -219,6 +220,19 @@ class BOM(WebsiteGenerator):
 				if not item.get(r):
 					item.set(r, ret[r])
 
+	def set_bom_scrap_items_detail(self):
+		for item in self.get("scrap_items"):
+			args = {
+				"item_code": item.item_code,
+				"company": self.company,
+				"scrap_items": True,
+				"bom_no": '',
+			}
+			ret = self.get_bom_material_detail(args)
+			for key, value in ret.items():
+				if not item.get(key):
+					item.set(key, value)
+
 	@frappe.whitelist()
 	def get_bom_material_detail(self, args=None):
 		""" Get raw material details like uom, desc and rate"""
@@ -255,7 +269,7 @@ class BOM(WebsiteGenerator):
 
 		return ret_item
 
-	def validate_bom_currecny(self, item):
+	def validate_bom_currency(self, item):
 		if item.get('bom_no') and frappe.db.get_value('BOM', item.get('bom_no'), 'currency') != self.currency:
 			frappe.throw(_("Row {0}: Currency of the BOM #{1} should be equal to the selected currency {2}")
 				.format(item.idx, item.bom_no, self.currency))

erpnext/manufacturing/doctype/job_card/job_card.py

@@ -26,17 +26,17 @@ class JobCard(Document):
 		self.set_status()
 		self.validate_operation_id()
 		self.validate_sequence_id()
-		self.get_sub_operations()
+		self.set_sub_operations()
 		self.update_sub_operation_status()
 
-	def get_sub_operations(self):
+	def set_sub_operations(self):
 		if self.operation:
 			self.sub_operations = []
-			for row in frappe.get_all("Sub Operation",
+			for row in frappe.get_all('Sub Operation',
-				filters = {"parent": self.operation}, fields=["operation", "idx"]):
+				filters = {'parent': self.operation}, fields=['operation', 'idx'], order_by='idx'):
-				row.status = "Pending"
+				row.status = 'Pending'
 				row.sub_operation = row.operation
-				self.append("sub_operations", row)
+				self.append('sub_operations', row)
 
 	def validate_time_logs(self):
 		self.total_time_in_mins = 0.0
@@ -690,7 +690,7 @@ def make_corrective_job_card(source_name, operation=None, for_operation=None, ta
 		target.set('time_logs', [])
 		target.set('employee', [])
 		target.set('items', [])
-		target.get_sub_operations()
+		target.set_sub_operations()
 		target.get_required_items()
 		target.validate_time_logs()
 

erpnext/patches.txt

@@ -275,6 +275,7 @@ erpnext.patches.v13_0.remove_attribute_field_from_item_variant_setting
 erpnext.patches.v13_0.germany_make_custom_fields
 erpnext.patches.v13_0.germany_fill_debtor_creditor_number
 erpnext.patches.v13_0.set_pos_closing_as_failed
+erpnext.patches.v13_0.rename_stop_to_send_birthday_reminders
 execute:frappe.rename_doc("Workspace", "Loan Management", "Loans", force=True)
 erpnext.patches.v13_0.update_timesheet_changes
 erpnext.patches.v13_0.add_doctype_to_sla #14-06-2021
@@ -294,5 +295,6 @@ erpnext.patches.v13_0.update_tds_check_field #3
 erpnext.patches.v13_0.add_custom_field_for_south_africa #2
 erpnext.patches.v13_0.update_recipient_email_digest
 erpnext.patches.v13_0.shopify_deprecation_warning
+erpnext.patches.v13_0.reset_clearance_date_for_intracompany_payment_entries
 erpnext.patches.v13_0.einvoicing_deprecation_warning
 erpnext.patches.v14_0.delete_einvoicing_doctypes

erpnext/patches/v13_0/rename_stop_to_send_birthday_reminders.py

@@ -0,0 +1,23 @@
+import frappe
+from frappe.model.utils.rename_field import rename_field
+
+def execute():
+	frappe.reload_doc('hr', 'doctype', 'hr_settings')
+
+	try:
+		# Rename the field
+		rename_field('HR Settings', 'stop_birthday_reminders', 'send_birthday_reminders')
+		
+		# Reverse the value
+		old_value = frappe.db.get_single_value('HR Settings', 'send_birthday_reminders')
+
+		frappe.db.set_value(
+			'HR Settings', 
+			'HR Settings', 
+			'send_birthday_reminders', 
+			1 if old_value == 0 else 0
+		)
+		
+	except Exception as e:
+		if e.args[0] != 1054:
+			raise

erpnext/patches/v13_0/reset_clearance_date_for_intracompany_payment_entries.py

@@ -0,0 +1,45 @@
+# Copyright (c) 2019, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+
+import frappe
+
+def execute():
+    """
+        Reset Clearance Date for Payment Entries of type Internal Transfer that have only been reconciled with one Bank Transaction.
+        This will allow the Payment Entries to be reconciled with the second Bank Transaction using the Bank Reconciliation Tool.
+    """
+
+    intra_company_pe = get_intra_company_payment_entries_with_clearance_dates()
+    reconciled_bank_transactions = get_reconciled_bank_transactions(intra_company_pe)
+
+    for payment_entry in reconciled_bank_transactions:
+        if len(reconciled_bank_transactions[payment_entry]) == 1:
+            frappe.db.set_value('Payment Entry', payment_entry, 'clearance_date', None)
+
+def get_intra_company_payment_entries_with_clearance_dates():
+    return frappe.get_all(
+        'Payment Entry',
+        filters = {
+            'payment_type': 'Internal Transfer',
+            'clearance_date': ["not in", None]
+        },
+        pluck = 'name'
+    )
+
+def get_reconciled_bank_transactions(intra_company_pe):
+    """Returns dictionary where each key:value pair is Payment Entry : List of Bank Transactions reconciled with Payment Entry"""
+
+    reconciled_bank_transactions = {}
+
+    for payment_entry in intra_company_pe:
+        reconciled_bank_transactions[payment_entry] = frappe.get_all(
+            'Bank Transaction Payments', 
+            filters = {
+                'payment_entry': payment_entry
+            }, 
+            pluck='parent'
+        )
+
+    return reconciled_bank_transactions

erpnext/payroll/doctype/employee_benefit_application/employee_benefit_application.py

@@ -9,7 +9,7 @@ from frappe.utils import date_diff, getdate, rounded, add_days, cstr, cint, flt
 from frappe.model.document import Document
 from erpnext.payroll.doctype.payroll_period.payroll_period import get_payroll_period_days, get_period_factor
 from erpnext.payroll.doctype.salary_structure_assignment.salary_structure_assignment import get_assigned_salary_structure
-from erpnext.hr.utils import get_sal_slip_total_benefit_given, get_holidays_for_employee, get_previous_claimed_amount, validate_active_employee
+from erpnext.hr.utils import get_sal_slip_total_benefit_given, get_holiday_dates_for_employee, get_previous_claimed_amount, validate_active_employee
 
 class EmployeeBenefitApplication(Document):
 	def validate(self):
@@ -139,7 +139,7 @@ def get_max_benefits_remaining(employee, on_date, payroll_period):
 			# Then the sum multiply with the no of lwp in that period
 			# Include that amount to the prev_sal_slip_flexi_total to get the actual
 			if have_depends_on_payment_days and per_day_amount_total > 0:
-				holidays = get_holidays_for_employee(employee, payroll_period_obj.start_date, on_date)
+				holidays = get_holiday_dates_for_employee(employee, payroll_period_obj.start_date, on_date)
 				working_days = date_diff(on_date, payroll_period_obj.start_date) + 1
 				leave_days = calculate_lwp(employee, payroll_period_obj.start_date, holidays, working_days)
 				leave_days_amount = leave_days * per_day_amount_total

erpnext/payroll/doctype/payroll_period/payroll_period.py

@@ -7,7 +7,7 @@ import frappe
 from frappe import _
 from frappe.utils import date_diff, getdate, formatdate, cint, month_diff, flt, add_months
 from frappe.model.document import Document
-from erpnext.hr.utils import get_holidays_for_employee
+from erpnext.hr.utils import get_holiday_dates_for_employee
 
 class PayrollPeriod(Document):
 	def validate(self):
@@ -65,7 +65,7 @@ def get_payroll_period_days(start_date, end_date, employee, company=None):
 		actual_no_of_days = date_diff(getdate(payroll_period[0][2]), getdate(payroll_period[0][1])) + 1
 		working_days = actual_no_of_days
 		if not cint(frappe.db.get_value("Payroll Settings", None, "include_holidays_in_total_working_days")):
-			holidays = get_holidays_for_employee(employee, getdate(payroll_period[0][1]), getdate(payroll_period[0][2]))
+			holidays = get_holiday_dates_for_employee(employee, getdate(payroll_period[0][1]), getdate(payroll_period[0][2]))
 			working_days -= len(holidays)
 		return payroll_period[0][0], working_days, actual_no_of_days
 	return False, False, False

erpnext/payroll/doctype/salary_component/salary_component.js

@@ -4,18 +4,11 @@
 frappe.ui.form.on('Salary Component', {
 	setup: function(frm) {
 		frm.set_query("account", "accounts", function(doc, cdt, cdn) {
-			let d = frappe.get_doc(cdt, cdn);
+			var d = locals[cdt][cdn];
-
-			let root_type = "Liability";
-			if (frm.doc.type == "Deduction") {
-				root_type = "Expense";
-			}
-
 			return {
 				filters: {
 					"is_group": 0,
-					"company": d.company,
+					"company": d.company
-					"root_type": root_type
 				}
 			};
 		});

erpnext/payroll/doctype/salary_slip/salary_slip.py

@@ -11,6 +11,7 @@ from frappe.model.naming import make_autoname
 from frappe import msgprint, _
 from erpnext.payroll.doctype.payroll_entry.payroll_entry import get_start_end_dates
 from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee
+from erpnext.hr.utils import get_holiday_dates_for_employee
 from erpnext.utilities.transaction_base import TransactionBase
 from frappe.utils.background_jobs import enqueue
 from erpnext.payroll.doctype.additional_salary.additional_salary import get_additional_salaries
@@ -337,20 +338,7 @@ class SalarySlip(TransactionBase):
 		return payment_days
 
 	def get_holidays_for_employee(self, start_date, end_date):
-		holiday_list = get_holiday_list_for_employee(self.employee)
+		return get_holiday_dates_for_employee(self.employee, start_date, end_date)
-		holidays = frappe.db.sql_list('''select holiday_date from `tabHoliday`
-			where
-				parent=%(holiday_list)s
-				and holiday_date >= %(start_date)s
-				and holiday_date <= %(end_date)s''', {
-					"holiday_list": holiday_list,
-					"start_date": start_date,
-					"end_date": end_date
-				})
-
-		holidays = [cstr(i) for i in holidays]
-
-		return holidays
 
 	def calculate_lwp_or_ppl_based_on_leave_application(self, holidays, working_days):
 		lwp = 0

erpnext/public/js/controllers/taxes_and_totals.js

@@ -754,8 +754,6 @@ erpnext.taxes_and_totals = class TaxesAndTotals extends erpnext.payments {
 			}
 		});
 		this.frm.refresh_fields();
-
-		this.calculate_paid_amount();
 	}
 
 	set_default_payment(total_amount_to_pay, update_paid_amount) {

erpnext/public/js/controllers/transaction.js

@@ -2242,12 +2242,19 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
 
 	coupon_code() {
 		var me = this;
-		frappe.run_serially([
+		if (this.frm.doc.coupon_code) {
-			() => this.frm.doc.ignore_pricing_rule=1,
+			frappe.run_serially([
-			() => me.ignore_pricing_rule(),
+				() => this.frm.doc.ignore_pricing_rule=1,
-			() => this.frm.doc.ignore_pricing_rule=0,
+				() => me.ignore_pricing_rule(),
-			() => me.apply_pricing_rule()
+				() => this.frm.doc.ignore_pricing_rule=0,
-		]);
+				() => me.apply_pricing_rule()
+			]);
+		} else {
+			frappe.run_serially([
+				() => this.frm.doc.ignore_pricing_rule=1,
+				() => me.ignore_pricing_rule()
+			]);
+		}
 	}
 };
 

erpnext/public/js/utils.js

@@ -82,6 +82,17 @@ $.extend(erpnext, {
 			});
 			frappe.set_route('Form','Journal Entry', journal_entry.name);
 		});
+	},
+
+	proceed_save_with_reminders_frequency_change: () => {
+		frappe.ui.hide_open_dialog();
+		
+		frappe.call({
+			method: 'erpnext.hr.doctype.hr_settings.hr_settings.set_proceed_with_frequency_change', 
+			callback: () => {
+				cur_frm.save();
+			}
+		});
 	}
 });
 
@@ -563,7 +574,7 @@ erpnext.utils.update_child_items = function(opts) {
 			},
 		],
 		primary_action: function() {
-			const trans_items = this.get_values()["trans_items"];
+			const trans_items = this.get_values()["trans_items"].filter((item) => !!item.item_code);
 			frappe.call({
 				method: 'erpnext.controllers.accounts_controller.update_child_qty_rate',
 				freeze: true,

erpnext/public/scss/point-of-sale.scss

@@ -860,6 +860,8 @@
 
 				.invoice-fields {
 					overflow-y: scroll;
+					height: 100%;
+					padding-right: var(--padding-sm);
 				}
 			}
 

erpnext/regional/india/setup.py

@@ -531,6 +531,7 @@ def make_custom_fields(update=True):
 				fieldtype='Link', options='Salary Component', insert_after='hra_section'),
 			dict(fieldname='hra_component', label='HRA Component',
 				fieldtype='Link', options='Salary Component', insert_after='basic_component'),
+			dict(fieldname='hra_column_break', fieldtype='Column Break', insert_after='hra_component'),
 			dict(fieldname='arrear_component', label='Arrear Component',
 				fieldtype='Link', options='Salary Component', insert_after='hra_component'),
 			dict(fieldname='non_profit_section', label='Non Profit Settings',
@@ -539,6 +540,7 @@ def make_custom_fields(update=True):
 				fieldtype='Data', insert_after='non_profit_section'),
 			dict(fieldname='with_effect_from', label='80G With Effect From',
 				fieldtype='Date', insert_after='company_80g_number'),
+			dict(fieldname='non_profit_column_break', fieldtype='Column Break', insert_after='with_effect_from'),
 			dict(fieldname='pan_details', label='PAN Number',
 				fieldtype='Data', insert_after='with_effect_from')
 		],

erpnext/regional/india/utils.py

@@ -475,7 +475,7 @@ def get_ewb_data(dt, dn):
 		ewaybills.append(data)
 
 	data = {
-		'version': '1.0.1118',
+		'version': '1.0.0421',
 		'billLists': ewaybills
 	}
 

erpnext/regional/italy/utils.py

@@ -6,9 +6,8 @@ import frappe
 from frappe.utils import flt, cstr
 from erpnext.controllers.taxes_and_totals import get_itemised_tax
 from frappe import _
-from frappe.core.doctype.file.file import remove_file
+from frappe.utils.file_manager import remove_file
 from six import string_types
-from frappe.desk.form.load import get_attachments
 from erpnext.regional.italy import state_codes
 
 

erpnext/regional/report/gstr_1/gstr_1.py

@@ -588,7 +588,7 @@ def get_json(filters, report_name, data):
 
 	fp = "%02d%s" % (getdate(filters["to_date"]).month, getdate(filters["to_date"]).year)
 
-	gst_json = {"version": "GST2.2.9",
+	gst_json = {"version": "GST3.0.4",
 		"hash": "hash", "gstin": gstin, "fp": fp}
 
 	res = {}
@@ -765,7 +765,7 @@ def get_cdnr_reg_json(res, gstin):
 				"ntty": invoice[0]["document_type"],
 				"pos": "%02d" % int(invoice[0]["place_of_supply"].split('-')[0]),
 				"rchrg": invoice[0]["reverse_charge"],
-				"inv_type": get_invoice_type_for_cdnr(invoice[0])
+				"inv_typ": get_invoice_type_for_cdnr(invoice[0])
 			}
 
 			inv_item["itms"] = []

erpnext/selling/doctype/customer/customer.json

@@ -20,6 +20,7 @@
   "tax_withholding_category",
   "default_bank_account",
   "lead_name",
+  "opportunity_name",
   "image",
   "column_break0",
   "account_manager",
@@ -493,6 +494,14 @@
    "fieldtype": "Link",
    "label": "Tax Withholding Category",
    "options": "Tax Withholding Category"
+  },
+  {
+   "fieldname": "opportunity_name",
+   "fieldtype": "Link",
+   "label": "From Opportunity",
+   "no_copy": 1,
+   "options": "Opportunity",
+   "print_hide": 1
   }
  ],
  "icon": "fa fa-user",
@@ -500,7 +509,7 @@
  "image_field": "image",
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2021-01-28 12:54:57.258959",
+ "modified": "2021-08-25 18:56:09.929905",
  "modified_by": "Administrator",
  "module": "Selling",
  "name": "Customer",

erpnext/selling/sales_common.js

@@ -394,6 +394,10 @@ erpnext.selling.SellingController = class SellingController extends erpnext.Tran
 	}
 
 	_set_batch_number(doc) {
+		if (doc.batch_no) {
+			return
+		}
+
 		let args = {'item_code': doc.item_code, 'warehouse': doc.warehouse, 'qty': flt(doc.qty) * flt(doc.conversion_factor)};
 		if (doc.has_serial_no && doc.serial_no) {
 			args['serial_no'] = doc.serial_no

erpnext/setup/doctype/company/company.js

@@ -46,6 +46,43 @@ frappe.ui.form.on("Company", {
 		});
 	},
 
+	change_abbreviation(frm) {
+		var dialog = new frappe.ui.Dialog({
+			title: "Replace Abbr",
+			fields: [
+				{"fieldtype": "Data", "label": "New Abbreviation", "fieldname": "new_abbr",
+					"reqd": 1 },
+				{"fieldtype": "Button", "label": "Update", "fieldname": "update"},
+			]
+		});
+	
+		dialog.fields_dict.update.$input.click(function() {
+			var args = dialog.get_values();
+			if (!args) return; 
+			frappe.show_alert(__("Update in progress. It might take a while."));
+			return frappe.call({
+				method: "erpnext.setup.doctype.company.company.enqueue_replace_abbr",
+				args: {
+					"company": frm.doc.name,
+					"old": frm.doc.abbr,
+					"new": args.new_abbr
+				},
+				callback: function(r) {
+					if (r.exc) {
+						frappe.msgprint(__("There were errors."));
+						return;
+					} else {
+						frm.set_value("abbr", args.new_abbr);
+					}
+					dialog.hide();
+					frm.refresh();
+				},
+				btn: this
+			});
+		});
+		dialog.show();
+	},
+
 	company_name: function(frm) {
 		if(frm.doc.__islocal) {
 			// add missing " " arg in split method
@@ -127,6 +164,10 @@ frappe.ui.form.on("Company", {
 					}, __('Manage'));
 				}
 			}
+
+			frm.add_custom_button(__('Change Abbreviation'), () => {
+				frm.trigger('change_abbreviation');
+			}, __('Manage'));
 		}
 
 		erpnext.company.set_chart_of_accounts_options(frm.doc);
@@ -204,43 +245,6 @@ erpnext.company.set_chart_of_accounts_options = function(doc) {
 	}
 }
 
-cur_frm.cscript.change_abbr = function() {
-	var dialog = new frappe.ui.Dialog({
-		title: "Replace Abbr",
-		fields: [
-			{"fieldtype": "Data", "label": "New Abbreviation", "fieldname": "new_abbr",
-				"reqd": 1 },
-			{"fieldtype": "Button", "label": "Update", "fieldname": "update"},
-		]
-	});
-
-	dialog.fields_dict.update.$input.click(function() {
-		var args = dialog.get_values();
-		if(!args) return;
-		frappe.show_alert(__("Update in progress. It might take a while."));
-		return frappe.call({
-			method: "erpnext.setup.doctype.company.company.enqueue_replace_abbr",
-			args: {
-				"company": cur_frm.doc.name,
-				"old": cur_frm.doc.abbr,
-				"new": args.new_abbr
-			},
-			callback: function(r) {
-				if(r.exc) {
-					frappe.msgprint(__("There were errors."));
-					return;
-				} else {
-					cur_frm.set_value("abbr", args.new_abbr);
-				}
-				dialog.hide();
-				cur_frm.refresh();
-			},
-			btn: this
-		})
-	});
-	dialog.show();
-}
-
 erpnext.company.setup_queries = function(frm) {
 	$.each([
 		["default_bank_account", {"account_type": "Bank"}],

erpnext/setup/doctype/company/company.json

@@ -12,33 +12,48 @@
   "details",
   "company_name",
   "abbr",
-  "change_abbr",
+  "default_currency",
+  "country",
   "is_group",
   "cb0",
-  "domain",
-  "parent_company",
-  "charts_section",
-  "default_currency",
   "default_letter_head",
-  "default_holiday_list",
-  "default_finance_book",
-  "default_selling_terms",
-  "default_buying_terms",
-  "default_warehouse_for_sales_return",
-  "default_in_transit_warehouse",
-  "column_break_10",
-  "country",
-  "create_chart_of_accounts_based_on",
-  "chart_of_accounts",
-  "existing_company",
   "tax_id",
+  "domain",
   "date_of_establishment",
+  "parent_company",
+  "company_info",
+  "company_logo",
+  "date_of_incorporation",
+  "phone_no",
+  "email",
+  "company_description",
+  "column_break1",
+  "date_of_commencement",
+  "fax",
+  "website",
+  "address_html",
+  "section_break_28",
+  "create_chart_of_accounts_based_on",
+  "existing_company",
+  "column_break_26",
+  "chart_of_accounts",
+  "charts_section",
   "sales_settings",
-  "monthly_sales_target",
+  "default_buying_terms",
   "sales_monthly_history",
-  "column_break_goals",
+  "monthly_sales_target",
-  "transactions_annual_history",
   "total_monthly_sales",
+  "column_break_goals",
+  "default_selling_terms",
+  "default_warehouse_for_sales_return",
+  "credit_limit",
+  "transactions_annual_history",
+  "hr_settings_section",
+  "default_holiday_list",
+  "default_expense_claim_payable_account",
+  "column_break_10",
+  "default_employee_advance_account",
+  "default_payroll_payable_account",
   "default_settings",
   "default_bank_account",
   "default_cash_account",
@@ -52,24 +67,20 @@
   "column_break0",
   "allow_account_creation_against_child_company",
   "default_payable_account",
-  "default_employee_advance_account",
   "default_expense_account",
   "default_income_account",
   "default_deferred_revenue_account",
   "default_deferred_expense_account",
-  "default_payroll_payable_account",
-  "default_expense_claim_payable_account",
   "default_discount_account",
-  "section_break_22",
-  "cost_center",
-  "column_break_26",
-  "credit_limit",
   "payment_terms",
+  "cost_center",
+  "default_finance_book",
   "auto_accounting_for_stock_settings",
   "enable_perpetual_inventory",
   "enable_perpetual_inventory_for_non_stock_items",
   "default_inventory_account",
   "stock_adjustment_account",
+  "default_in_transit_warehouse",
   "column_break_32",
   "stock_received_but_not_billed",
   "service_received_but_not_billed",
@@ -79,25 +90,14 @@
   "depreciation_expense_account",
   "series_for_depreciation_entry",
   "expenses_included_in_asset_valuation",
+  "repair_and_maintenance_account",
   "column_break_40",
   "disposal_account",
   "depreciation_cost_center",
   "capital_work_in_progress_account",
-  "repair_and_maintenance_account",
   "asset_received_but_not_billed",
   "budget_detail",
   "exception_budget_approver_role",
-  "company_info",
-  "company_logo",
-  "date_of_incorporation",
-  "address_html",
-  "date_of_commencement",
-  "phone_no",
-  "fax",
-  "email",
-  "website",
-  "column_break1",
-  "company_description",
   "registration_info",
   "registration_details",
   "lft",
@@ -127,12 +127,6 @@
    "oldfieldtype": "Data",
    "reqd": 1
   },
-  {
-   "depends_on": "eval:!doc.__islocal && in_list(frappe.user_roles, \"System Manager\")",
-   "fieldname": "change_abbr",
-   "fieldtype": "Button",
-   "label": "Change Abbreviation"
-  },
   {
    "bold": 1,
    "default": "0",
@@ -176,10 +170,9 @@
    "label": "Company Description"
   },
   {
-   "collapsible": 1,
    "fieldname": "sales_settings",
    "fieldtype": "Section Break",
-   "label": "Sales Settings"
+   "label": "Buying & Selling Settings"
   },
   {
    "fieldname": "sales_monthly_history",
@@ -442,10 +435,6 @@
    "no_copy": 1,
    "options": "Account"
   },
-  {
-   "fieldname": "section_break_22",
-   "fieldtype": "Section Break"
-  },
   {
    "depends_on": "eval:!doc.__islocal",
    "fieldname": "cost_center",
@@ -455,10 +444,6 @@
    "no_copy": 1,
    "options": "Cost Center"
   },
-  {
-   "fieldname": "column_break_26",
-   "fieldtype": "Column Break"
-  },
   {
    "depends_on": "eval:!doc.__islocal",
    "fieldname": "credit_limit",
@@ -589,10 +574,10 @@
   },
   {
    "collapsible": 1,
-   "description": "For reference only.",
+   "depends_on": "eval: doc.docstatus == 0 && doc.__islocal != 1",
    "fieldname": "company_info",
    "fieldtype": "Section Break",
-   "label": "Company Info"
+   "label": "Address & Contact"
   },
   {
    "fieldname": "date_of_incorporation",
@@ -741,6 +726,20 @@
    "fieldtype": "Link",
    "label": "Repair and Maintenance Account",
    "options": "Account"
+  },
+  {
+   "fieldname": "section_break_28",
+   "fieldtype": "Section Break",
+   "label": "Chart of Accounts"
+  },
+  {
+   "fieldname": "hr_settings_section",
+   "fieldtype": "Section Break",
+   "label": "HR & Payroll Settings"
+  },
+  {
+   "fieldname": "column_break_26",
+   "fieldtype": "Column Break"
   }
  ],
  "icon": "fa fa-building",
@@ -748,7 +747,7 @@
  "image_field": "company_logo",
  "is_tree": 1,
  "links": [],
- "modified": "2021-05-12 16:51:08.187233",
+ "modified": "2021-07-12 11:27:06.353860",
  "modified_by": "Administrator",
  "module": "Setup",
  "name": "Company",

erpnext/setup/doctype/company/company.py

@@ -423,11 +423,11 @@ def replace_abbr(company, old, new):
 			_rename_record(d)
 	try:
 		frappe.db.auto_commit_on_many_writes = 1
-		frappe.db.set_value("Company", company, "abbr", new)
 		for dt in ["Warehouse", "Account", "Cost Center", "Department",
 				"Sales Taxes and Charges Template", "Purchase Taxes and Charges Template"]:
 			_rename_records(dt)
 			frappe.db.commit()
+		frappe.db.set_value("Company", company, "abbr", new)
 
 	except Exception:
 		frappe.log_error(title=_('Abbreviation Rename Error'))

erpnext/stock/doctype/delivery_note/delivery_note.js

@@ -356,3 +356,23 @@ erpnext.stock.delivery_note.set_print_hide = function(doc, cdt, cdn){
 			dn_fields['taxes'].print_hide = 0;
 	}
 }
+
+
+frappe.tour['Delivery Note'] = [
+	{
+		fieldname: "customer",
+		title: __("Customer"),
+		description: __("This field is used to set the 'Customer'.")
+	},
+	{
+		fieldname: "items",
+		title: __("Items"),
+		description: __("This table is used to set details about the 'Item', 'Qty', 'Basic Rate', etc.") + " " +
+		__("Different 'Source Warehouse' and 'Target Warehouse' can be set for each row.")
+	},
+	{
+		fieldname: "set_posting_time",
+		title: __("Edit Posting Date and Time"),
+		description: __("This option can be checked to edit the 'Posting Date' and 'Posting Time' fields.")
+	}
+]

erpnext/stock/doctype/item/item.js

@@ -792,4 +792,4 @@ frappe.ui.form.on("UOM Conversion Detail", {
 			});
 		}
 	}
-})
+});

erpnext/stock/doctype/stock_entry/stock_entry.js

@@ -1101,3 +1101,4 @@ function check_should_not_attach_bom_items(bom_no) {
 }
 
 $.extend(cur_frm.cscript, new erpnext.stock.StockEntry({frm: cur_frm}));
+

erpnext/stock/doctype/stock_entry/stock_entry.json

@@ -84,8 +84,6 @@
    "oldfieldtype": "Section Break"
   },
   {
-   "allow_on_submit": 1,
-   "default": "{purpose}",
    "fieldname": "title",
    "fieldtype": "Data",
    "hidden": 1,
@@ -630,7 +628,7 @@
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2021-08-17 20:16:12.737743",
+ "modified": "2021-08-20 19:19:31.514846",
  "modified_by": "Administrator",
  "module": "Stock",
  "name": "Stock Entry",

erpnext/stock/doctype/stock_entry/stock_entry.py

@@ -58,6 +58,7 @@ class StockEntry(StockController):
 
 		self.validate_posting_time()
 		self.validate_purpose()
+		self.set_title()
 		self.validate_item()
 		self.validate_customer_provided_item()
 		self.validate_qty()
@@ -1608,6 +1609,14 @@ class StockEntry(StockController):
 
 		return sorted(list(set(get_serial_nos(self.pro_doc.serial_no)) - set(used_serial_nos)))
 
+	def set_title(self):
+		if frappe.flags.in_import and self.title:
+			# Allow updating title during data import/update
+			return
+
+		self.title = self.purpose
+
+
 @frappe.whitelist()
 def move_sample_to_retention_warehouse(company, items):
 	if isinstance(items, string_types):

erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js

@@ -302,3 +302,4 @@ erpnext.stock.StockReconciliation = class StockReconciliation extends erpnext.st
 };
 
 cur_frm.cscript = new erpnext.stock.StockReconciliation({frm: cur_frm});
+

erpnext/stock/doctype/stock_settings/stock_settings.js

@@ -16,36 +16,3 @@ frappe.ui.form.on('Stock Settings', {
 	}
 });
 
-frappe.tour['Stock Settings'] = [
-	{
-		fieldname: "item_naming_by",
-		title: __("Item Naming By"),
-		description: __("By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a ") + "<a href='https://docs.erpnext.com/docs/user/manual/en/setting-up/settings/naming-series' target='_blank'>Naming Series</a>" + __(" choose the 'Naming Series' option."),
-	},
-	{
-		fieldname: "default_warehouse",
-		title: __("Default Warehouse"),
-		description: __("Set a Default Warehouse for Inventory Transactions. This will be fetched into the Default Warehouse in the Item master.")
-	},
-	{
-		fieldname: "allow_negative_stock",
-		title: __("Allow Negative Stock"),
-		description: __("This will allow stock items to be displayed in negative values. Using this option depends on your use case. With this option unchecked, the system warns before obstructing a transaction that is causing negative stock.")
-
-	},
-	{
-		fieldname: "valuation_method",
-		title: __("Valuation Method"),
-		description: __("Choose between FIFO and Moving Average Valuation Methods. Click ") + "<a href='https://docs.erpnext.com/docs/user/manual/en/stock/articles/item-valuation-fifo-and-moving-average' target='_blank'>here</a>" + __(" to know more about them.")
-	},
-	{
-		fieldname: "show_barcode_field",
-		title: __("Show Barcode Field"),
-		description: __("Show 'Scan Barcode' field above every child table to insert Items with ease.")
-	},
-	{
-		fieldname: "automatically_set_serial_nos_based_on_fifo",
-		title: __("Automatically Set Serial Nos based on FIFO"),
-		description: __("Serial numbers for stock will be set automatically based on the Items entered based on first in first out in transactions like Purchase/Sales Invoices, Delivery Notes, etc.")
-	}
-];

erpnext/stock/doctype/warehouse/warehouse.js

@@ -86,3 +86,4 @@ function convert_to_group_or_ledger(frm){
 
 	})
 }
+

erpnext/stock/form_tour/stock_entry/stock_entry.json

@@ -0,0 +1,56 @@
+{
+ "creation": "2021-08-24 14:44:22.292652",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "idx": 0,
+ "is_standard": 1,
+ "modified": "2021-08-25 16:31:31.441194",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Stock Entry",
+ "owner": "Administrator",
+ "reference_doctype": "Stock Entry",
+ "save_on_complete": 1,
+ "steps": [
+  {
+   "description": "Select the type of Stock Entry to be made. For now, to receive stock into a warehouses select <a href=\"https://docs.erpnext.com/docs/v13/user/manual/en/stock/articles/stock-entry-purpose#2purpose-material-receipt\" target=\"_blank\">Material Receipt.</a>",
+   "field": "",
+   "fieldname": "stock_entry_type",
+   "fieldtype": "Link",
+   "has_next_condition": 1,
+   "is_table_field": 0,
+   "label": "Stock Entry Type",
+   "next_step_condition": "eval: doc.stock_entry_type === \"Material Receipt\"",
+   "parent_field": "",
+   "position": "Top",
+   "title": "Stock Entry Type"
+  },
+  {
+   "description": "Select a target warehouse where the stock will be received.",
+   "field": "",
+   "fieldname": "to_warehouse",
+   "fieldtype": "Link",
+   "has_next_condition": 1,
+   "is_table_field": 0,
+   "label": "Default Target Warehouse",
+   "next_step_condition": "eval: doc.to_warehouse",
+   "parent_field": "",
+   "position": "Top",
+   "title": "Default Target Warehouse"
+  },
+  {
+   "description": "Select an item and entry quantity to be delivered.",
+   "field": "",
+   "fieldname": "items",
+   "fieldtype": "Table",
+   "has_next_condition": 1,
+   "is_table_field": 0,
+   "label": "Items",
+   "next_step_condition": "eval: doc.items[0]?.item_code",
+   "parent_field": "",
+   "position": "Top",
+   "title": "Items"
+  }
+ ],
+ "title": "Stock Entry"
+}

erpnext/stock/form_tour/stock_reconciliation/stock_reconciliation.json

@@ -0,0 +1,55 @@
+{
+ "creation": "2021-08-24 14:44:46.770952",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "idx": 0,
+ "is_standard": 1,
+ "modified": "2021-08-25 16:26:11.718664",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Stock Reconciliation",
+ "owner": "Administrator",
+ "reference_doctype": "Stock Reconciliation",
+ "save_on_complete": 1,
+ "steps": [
+  {
+   "description": "Set Purpose to Opening Stock to set the stock opening balance.",
+   "field": "",
+   "fieldname": "purpose",
+   "fieldtype": "Select",
+   "has_next_condition": 1,
+   "is_table_field": 0,
+   "label": "Purpose",
+   "next_step_condition": "eval: doc.purpose === \"Opening Stock\"",
+   "parent_field": "",
+   "position": "Top",
+   "title": "Purpose"
+  },
+  {
+   "description": "Select the items for which the opening stock has to be set.",
+   "field": "",
+   "fieldname": "items",
+   "fieldtype": "Table",
+   "has_next_condition": 1,
+   "is_table_field": 0,
+   "label": "Items",
+   "next_step_condition": "eval: doc.items[0]?.item_code",
+   "parent_field": "",
+   "position": "Top",
+   "title": "Items"
+  },
+  {
+   "description": "Edit the Posting Date by clicking on the Edit Posting Date and Time checkbox below.",
+   "field": "",
+   "fieldname": "posting_date",
+   "fieldtype": "Date",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Posting Date",
+   "parent_field": "",
+   "position": "Bottom",
+   "title": "Posting Date"
+  }
+ ],
+ "title": "Stock Reconciliation"
+}

erpnext/stock/form_tour/stock_settings/stock_settings.json

@@ -0,0 +1,89 @@
+{
+ "creation": "2021-08-20 15:20:59.336585",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "idx": 0,
+ "is_standard": 1,
+ "modified": "2021-08-25 16:19:37.699528",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Stock Settings",
+ "owner": "Administrator",
+ "reference_doctype": "Stock Settings",
+ "save_on_complete": 1,
+ "steps": [
+  {
+   "description": "By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a Naming Series choose the 'Naming Series' option.",
+   "field": "",
+   "fieldname": "item_naming_by",
+   "fieldtype": "Select",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Item Naming By",
+   "parent_field": "",
+   "position": "Bottom",
+   "title": "Item Naming By"
+  },
+  {
+   "description": "Set a Default Warehouse for Inventory Transactions. This will be fetched into the Default Warehouse in the Item master.",
+   "field": "",
+   "fieldname": "default_warehouse",
+   "fieldtype": "Link",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Default Warehouse",
+   "parent_field": "",
+   "position": "Bottom",
+   "title": "Default Warehouse"
+  },
+  {
+   "description": "Quality inspection is performed on the inward and outward movement of goods. Receipt and delivery transactions will be stopped or the user will be warned if the quality inspection is not performed.",
+   "field": "",
+   "fieldname": "action_if_quality_inspection_is_not_submitted",
+   "fieldtype": "Select",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Action If Quality Inspection Is Not Submitted",
+   "parent_field": "",
+   "position": "Bottom",
+   "title": "Action if Quality Inspection Is Not Submitted"
+  },
+  {
+   "description": "Serial numbers for stock will be set automatically based on the Items entered based on first in first out in transactions like Purchase/Sales Invoices, Delivery Notes, etc.",
+   "field": "",
+   "fieldname": "automatically_set_serial_nos_based_on_fifo",
+   "fieldtype": "Check",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Automatically Set Serial Nos Based on FIFO",
+   "parent_field": "",
+   "position": "Bottom",
+   "title": "Automatically Set Serial Nos based on FIFO"
+  },
+  {
+   "description": "Show 'Scan Barcode' field above every child table to insert Items with ease.",
+   "field": "",
+   "fieldname": "show_barcode_field",
+   "fieldtype": "Check",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Show Barcode Field in Stock Transactions",
+   "parent_field": "",
+   "position": "Bottom",
+   "title": "Show Barcode Field"
+  },
+  {
+   "description": "Choose between FIFO and Moving Average Valuation Methods. Click <a href=\"https://docs.erpnext.com/docs/user/manual/en/stock/articles/item-valuation-fifo-and-moving-average\" target=\"_blank\">here</a> to know more about them.",
+   "field": "",
+   "fieldname": "valuation_method",
+   "fieldtype": "Select",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Default Valuation Method",
+   "parent_field": "",
+   "position": "Bottom",
+   "title": "Default Valuation Method"
+  }
+ ],
+ "title": "Stock Settings"
+}

erpnext/stock/form_tour/warehouse/warehouse.json

@@ -0,0 +1,54 @@
+{
+ "creation": "2021-08-24 14:43:44.465237",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "idx": 0,
+ "is_standard": 1,
+ "modified": "2021-08-24 14:50:31.988256",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Warehouse",
+ "owner": "Administrator",
+ "reference_doctype": "Warehouse",
+ "save_on_complete": 1,
+ "steps": [
+  {
+   "description": "Select a name for the warehouse. This should reflect its location or purpose.",
+   "field": "",
+   "fieldname": "warehouse_name",
+   "fieldtype": "Data",
+   "has_next_condition": 1,
+   "is_table_field": 0,
+   "label": "Warehouse Name",
+   "next_step_condition": "eval: doc.warehouse_name",
+   "parent_field": "",
+   "position": "Bottom",
+   "title": "Warehouse Name"
+  },
+  {
+   "description": "Select a warehouse type to categorize the warehouse into a sub-group.",
+   "field": "",
+   "fieldname": "warehouse_type",
+   "fieldtype": "Link",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Warehouse Type",
+   "parent_field": "",
+   "position": "Top",
+   "title": "Warehouse Type"
+  },
+  {
+   "description": "Select an account to set a default account for all transactions with this warehouse.",
+   "field": "",
+   "fieldname": "account",
+   "fieldtype": "Link",
+   "has_next_condition": 0,
+   "is_table_field": 0,
+   "label": "Account",
+   "parent_field": "",
+   "position": "Top",
+   "title": "Account"
+  }
+ ],
+ "title": "Warehouse"
+}

erpnext/stock/get_item_details.py

@@ -278,6 +278,10 @@ def get_basic_details(args, item, overwrite_warehouse=True):
 		else:
 			args.uom = item.stock_uom
 
+	if (args.get("batch_no") and
+		item.name != frappe.get_cached_value('Batch', args.get("batch_no"), 'item')):
+		args['batch_no'] = ''
+
 	out = frappe._dict({
 		"item_code": item.name,
 		"item_name": item.item_name,

erpnext/stock/module_onboarding/stock/stock.json

@@ -19,32 +19,26 @@
  "documentation_url": "https://docs.erpnext.com/docs/user/manual/en/stock",
  "idx": 0,
  "is_complete": 0,
- "modified": "2020-10-14 14:54:42.741971",
+ "modified": "2021-08-20 14:38:55.570067",
  "modified_by": "Administrator",
  "module": "Stock",
  "name": "Stock",
  "owner": "Administrator",
  "steps": [
   {
-   "step": "Setup your Warehouse"
+   "step": "Stock Settings"
   },
   {
-   "step": "Create a Product"
+   "step": "Create a Warehouse"
-  },
-  {
-   "step": "Create a Supplier"
-  },
-  {
-   "step": "Introduction to Stock Entry"
   },
   {
    "step": "Create a Stock Entry"
   },
   {
-   "step": "Create a Purchase Receipt"
+   "step": "Stock Opening Balance"
   },
   {
-   "step": "Stock Settings"
+   "step": "View Stock Projected Qty"
   }
  ],
  "subtitle": "Inventory, Warehouses, Analysis, and more.",

erpnext/stock/onboarding_step/create_a_purchase_receipt/create_a_purchase_receipt.json

@@ -1,19 +0,0 @@
-{
- "action": "Create Entry",
- "creation": "2020-05-19 18:59:13.266713",
- "docstatus": 0,
- "doctype": "Onboarding Step",
- "idx": 0,
- "is_complete": 0,
- "is_mandatory": 0,
- "is_single": 0,
- "is_skipped": 0,
- "modified": "2020-10-14 14:53:25.618434",
- "modified_by": "Administrator",
- "name": "Create a Purchase Receipt",
- "owner": "Administrator",
- "reference_document": "Purchase Receipt",
- "show_full_form": 1,
- "title": "Create a Purchase Receipt",
- "validate_action": 1
-}

erpnext/stock/onboarding_step/create_a_stock_entry/create_a_stock_entry.json

@@ -1,19 +1,21 @@
 {
  "action": "Create Entry",
+ "action_label": "Create a Material Transfer Entry",
  "creation": "2020-05-15 03:20:16.277043",
+ "description": "# Manage Stock Movements\nStock entry allows you to register the movement of stock for various purposes like transfer, received, issues, repacked, etc. To address issues related to theft and pilferages,  you can always ensure that the movement of goods happens against a document reference Stock Entry in ERPNext.\n\nLet\u2019s get a quick walk-through on the various scenarios covered in Stock Entry by watching [*this video*](https://www.youtube.com/watch?v=Njt107hlY3I).",
  "docstatus": 0,
  "doctype": "Onboarding Step",
  "idx": 0,
  "is_complete": 0,
- "is_mandatory": 0,
  "is_single": 0,
  "is_skipped": 0,
- "modified": "2020-10-14 14:53:00.105905",
+ "modified": "2021-06-18 13:57:11.434063",
  "modified_by": "Administrator",
  "name": "Create a Stock Entry",
  "owner": "Administrator",
  "reference_document": "Stock Entry",
+ "show_form_tour": 1,
  "show_full_form": 1,
- "title": "Create a Stock Entry",
+ "title": "Manage Stock Movements",
  "validate_action": 1
 }