feat: copy terms attachments to transactions (backport #53403) (#54660)

Co-authored-by: Raffael Meyer <14891507+barredterra@users.noreply.github.com>

erpnext/selling/doctype/quotation/test_quotation.py

@@ -175,6 +175,61 @@ class TestQuotation(FrappeTestCase):
 
 		self.assertTrue(quotation.payment_schedule)
 
+	def test_terms_attachments_are_copied_to_quotation(self):
+		terms = make_terms_and_conditions(copy_attachments_to_transaction=True)
+		first_attachment = make_file_attachment(
+			"Terms and Conditions",
+			terms.name,
+			content="First terms attachment",
+		)
+
+		quotation = make_quotation(do_not_save=1)
+		quotation.tc_name = terms.name
+		quotation.insert()
+
+		self.assertEqual(get_attachment_urls("Quotation", quotation.name), {first_attachment.file_url})
+
+		second_attachment = make_file_attachment(
+			"Terms and Conditions",
+			terms.name,
+			content="Second terms attachment",
+		)
+		quotation.valid_till = add_days(getdate(quotation.valid_till), 1)
+		quotation.save()
+
+		quotation_attachments = get_attachment_urls("Quotation", quotation.name)
+		self.assertEqual(quotation_attachments, {first_attachment.file_url})
+		self.assertNotIn(second_attachment.file_url, quotation_attachments)
+
+		new_terms = make_terms_and_conditions(copy_attachments_to_transaction=True)
+		new_terms_attachment = make_file_attachment(
+			"Terms and Conditions",
+			new_terms.name,
+			content="Attachment from updated terms",
+		)
+		quotation.tc_name = new_terms.name
+		quotation.valid_till = add_days(getdate(quotation.valid_till), 1)
+		quotation.save()
+
+		self.assertEqual(
+			get_attachment_urls("Quotation", quotation.name),
+			{first_attachment.file_url, new_terms_attachment.file_url},
+		)
+
+	def test_terms_attachments_are_not_copied_when_disabled(self):
+		terms = make_terms_and_conditions(copy_attachments_to_transaction=False)
+		make_file_attachment(
+			"Terms and Conditions",
+			terms.name,
+			content="Terms attachment should stay on the template",
+		)
+
+		quotation = make_quotation(do_not_save=1)
+		quotation.tc_name = terms.name
+		quotation.insert()
+
+		self.assertFalse(get_attachment_urls("Quotation", quotation.name))
+
 	@change_settings(
 		"Accounts Settings",
 		{"automatically_fetch_payment_terms": 1},
@@ -1142,6 +1197,42 @@ def get_quotation_dict(party_name=None, item_code=None):
 	}
 
 
+def make_terms_and_conditions(copy_attachments_to_transaction=False):
+	return frappe.get_doc(
+		{
+			"doctype": "Terms and Conditions",
+			"title": f"_Test Terms and Conditions {frappe.generate_hash(length=8)}",
+			"selling": 1,
+			"terms": "Test terms",
+			"copy_attachments_to_transaction": 1 if copy_attachments_to_transaction else 0,
+		}
+	).insert()
+
+
+def make_file_attachment(doctype, docname, content):
+	return frappe.get_doc(
+		{
+			"doctype": "File",
+			"file_name": f"terms-attachment-{frappe.generate_hash(length=8)}.txt",
+			"attached_to_doctype": doctype,
+			"attached_to_name": docname,
+			"content": content,
+		}
+	).insert()
+
+
+def get_attachment_urls(doctype, docname):
+	return {
+		file.file_url
+		for file in frappe.get_all(
+			"File",
+			filters={"attached_to_doctype": doctype, "attached_to_name": docname},
+			fields=["file_url"],
+		)
+		if file.file_url
+	}
+
+
 def make_quotation(**args):
 	qo = frappe.new_doc("Quotation")
 	args = frappe._dict(args)

erpnext/setup/doctype/terms_and_conditions/terms_and_conditions.json

@@ -11,6 +11,8 @@
  "field_order": [
   "title",
   "disabled",
+  "column_break_ofhb",
+  "copy_attachments_to_transaction",
   "applicable_modules_section",
   "selling",
   "buying",
@@ -72,12 +74,22 @@
   {
    "fieldname": "section_break_7",
    "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "column_break_ofhb",
+   "fieldtype": "Column Break"
+  },
+  {
+   "default": "0",
+   "fieldname": "copy_attachments_to_transaction",
+   "fieldtype": "Check",
+   "label": "Copy Attachments to Transaction"
   }
  ],
  "icon": "icon-legal",
  "idx": 1,
  "links": [],
- "modified": "2024-01-30 12:47:52.325531",
+ "modified": "2026-04-29 22:51:49.285298",
  "modified_by": "Administrator",
  "module": "Setup",
  "name": "Terms and Conditions",

erpnext/setup/doctype/terms_and_conditions/terms_and_conditions.py

@@ -21,6 +21,7 @@ class TermsandConditions(Document):
 		from frappe.types import DF
 
 		buying: DF.Check
+		copy_attachments_to_transaction: DF.Check
 		disabled: DF.Check
 		selling: DF.Check
 		terms: DF.TextEditor | None

erpnext/utilities/transaction_base.py

@@ -15,6 +15,14 @@ class UOMMustBeIntegerError(frappe.ValidationError):
 
 
 class TransactionBase(StatusUpdater):
+	def on_change(self):
+		# `on_change` also fires for `db_set()`, so only run during an actual insert/save.
+		is_real_save = self.flags.in_insert or (self.doctype, self.name) in frappe.flags.currently_saving
+		if not is_real_save:
+			return
+
+		self.copy_terms_and_conditions_attachments()
+
 	def validate_posting_time(self):
 		# set Edit Posting Date and Time to 1 while data import
 		if frappe.flags.in_import and self.posting_date:
@@ -33,6 +41,56 @@ class TransactionBase(StatusUpdater):
 	def validate_uom_is_integer(self, uom_field, qty_fields, child_dt=None):
 		validate_uom_is_integer(self, uom_field, qty_fields, child_dt)
 
+	def copy_terms_and_conditions_attachments(self):
+		if (
+			not self.name
+			or not self.meta.has_field("tc_name")
+			or not self.tc_name
+			or not self.has_value_changed("tc_name")
+		):
+			return
+
+		copy_attachments_to_transaction = frappe.db.get_value(
+			"Terms and Conditions", self.tc_name, "copy_attachments_to_transaction"
+		)
+		if not cint(copy_attachments_to_transaction):
+			return
+
+		source_attachments = frappe.get_all(
+			"File",
+			filters={
+				"attached_to_doctype": "Terms and Conditions",
+				"attached_to_name": self.tc_name,
+			},
+			fields=["name", "file_url"],
+		)
+		if not source_attachments:
+			return
+
+		existing_file_urls = {
+			attachment.file_url
+			for attachment in frappe.get_all(
+				"File",
+				filters={
+					"attached_to_doctype": self.doctype,
+					"attached_to_name": self.name,
+				},
+				fields=["file_url"],
+			)
+			if attachment.file_url
+		}
+
+		for source_attachment in source_attachments:
+			if not source_attachment.file_url or source_attachment.file_url in existing_file_urls:
+				continue
+
+			# Reuse the existing file metadata so the same on-disk blob is shared.
+			new_attachment = frappe.get_doc("File", source_attachment.name).create_attachment_copy(
+				attached_to_doctype=self.doctype,
+				attached_to_name=self.name,
+			)
+			existing_file_urls.add(new_attachment.file_url)
+
 	def validate_with_previous_doc(self, ref):
 		self.exclude_fields = ["conversion_factor", "uom"] if self.get("is_return") else []