diff --git a/erpnext/__init__.py b/erpnext/__init__.py
index 21abfaf360c..608e6b75b6d 100644
--- a/erpnext/__init__.py
+++ b/erpnext/__init__.py
@@ -5,7 +5,7 @@ import frappe
from erpnext.hooks import regional_overrides
from frappe.utils import getdate
-__version__ = '11.1.20'
+__version__ = '11.1.21'
def get_default_company(user=None):
'''Get default company for user'''
@@ -144,15 +144,4 @@ def is_member():
last_membership = get_last_membership()
if last_membership and getdate(last_membership.to_date) > getdate():
return True
- return False
-
-def check_branch_compatibility_with_frappe():
- from frappe.utils.change_log import get_versions
- versions = get_versions()
- frappe_branch = versions["frappe"]["branch"]
- erpnext_branch = versions["erpnext"]["branch"]
-
- if frappe_branch in ("hotfix", "master") and erpnext_branch == "develop":
- raise frappe.IncompatibleApp("Frappe is on branch: {} and ERPNext is on branch: {}".format(frappe_branch, erpnext_branch))
- if erpnext_branch in ("hotfix", "master") and frappe_branch == "develop":
- raise frappe.IncompatibleApp("Frappe is on branch: {} and ERPNext is on branch: {}".format(frappe_branch, erpnext_branch))
+ return False
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/account_subtype/__init__.py b/erpnext/accounts/doctype/account_subtype/__init__.py
new file mode 100644
index 00000000000..e69de29bb2d
diff --git a/erpnext/accounts/doctype/account_subtype/account_subtype.js b/erpnext/accounts/doctype/account_subtype/account_subtype.js
new file mode 100644
index 00000000000..30144adeea6
--- /dev/null
+++ b/erpnext/accounts/doctype/account_subtype/account_subtype.js
@@ -0,0 +1,8 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Account Subtype', {
+ refresh: function() {
+
+ }
+});
diff --git a/erpnext/accounts/doctype/account_subtype/account_subtype.json b/erpnext/accounts/doctype/account_subtype/account_subtype.json
new file mode 100644
index 00000000000..6b1f2a2526e
--- /dev/null
+++ b/erpnext/accounts/doctype/account_subtype/account_subtype.json
@@ -0,0 +1,134 @@
+{
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "field:account_subtype",
+ "beta": 0,
+ "creation": "2018-10-25 15:46:08.054586",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "account_subtype",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Account Subtype",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 1
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-10-25 15:47:03.841390",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Account Subtype",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 0,
+ "track_seen": 0,
+ "track_views": 0
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/account_subtype/account_subtype.py b/erpnext/accounts/doctype/account_subtype/account_subtype.py
new file mode 100644
index 00000000000..46c45cc733e
--- /dev/null
+++ b/erpnext/accounts/doctype/account_subtype/account_subtype.py
@@ -0,0 +1,9 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+from frappe.model.document import Document
+
+class AccountSubtype(Document):
+ pass
diff --git a/erpnext/accounts/doctype/account_subtype/test_account_subtype.js b/erpnext/accounts/doctype/account_subtype/test_account_subtype.js
new file mode 100644
index 00000000000..5646763bbd0
--- /dev/null
+++ b/erpnext/accounts/doctype/account_subtype/test_account_subtype.js
@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Account Subtype", function (assert) {
+ let done = assert.async();
+
+ // number of asserts
+ assert.expect(1);
+
+ frappe.run_serially([
+ // insert a new Account Subtype
+ () => frappe.tests.make('Account Subtype', [
+ // values to be set
+ {key: 'value'}
+ ]),
+ () => {
+ assert.equal(cur_frm.doc.key, 'value');
+ },
+ () => done()
+ ]);
+
+});
diff --git a/erpnext/accounts/doctype/account_subtype/test_account_subtype.py b/erpnext/accounts/doctype/account_subtype/test_account_subtype.py
new file mode 100644
index 00000000000..c37b5b9db7d
--- /dev/null
+++ b/erpnext/accounts/doctype/account_subtype/test_account_subtype.py
@@ -0,0 +1,9 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import unittest
+
+class TestAccountSubtype(unittest.TestCase):
+ pass
diff --git a/erpnext/accounts/doctype/account_type/__init__.py b/erpnext/accounts/doctype/account_type/__init__.py
new file mode 100644
index 00000000000..e69de29bb2d
diff --git a/erpnext/accounts/doctype/account_type/account_type.js b/erpnext/accounts/doctype/account_type/account_type.js
new file mode 100644
index 00000000000..858b56c077a
--- /dev/null
+++ b/erpnext/accounts/doctype/account_type/account_type.js
@@ -0,0 +1,8 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Account Type', {
+ refresh: function() {
+
+ }
+});
diff --git a/erpnext/accounts/doctype/account_type/account_type.json b/erpnext/accounts/doctype/account_type/account_type.json
new file mode 100644
index 00000000000..6b8f724b408
--- /dev/null
+++ b/erpnext/accounts/doctype/account_type/account_type.json
@@ -0,0 +1,134 @@
+{
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "field:account_type",
+ "beta": 0,
+ "creation": "2018-10-25 15:45:45.789963",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "account_type",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Account Type",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 1
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-10-25 15:46:51.042604",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Account Type",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 0,
+ "track_seen": 0,
+ "track_views": 0
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/account_type/account_type.py b/erpnext/accounts/doctype/account_type/account_type.py
new file mode 100644
index 00000000000..3e6429318b0
--- /dev/null
+++ b/erpnext/accounts/doctype/account_type/account_type.py
@@ -0,0 +1,9 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+from frappe.model.document import Document
+
+class AccountType(Document):
+ pass
diff --git a/erpnext/accounts/doctype/account_type/test_account_type.js b/erpnext/accounts/doctype/account_type/test_account_type.js
new file mode 100644
index 00000000000..76e434f4ab5
--- /dev/null
+++ b/erpnext/accounts/doctype/account_type/test_account_type.js
@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Account Type", function (assert) {
+ let done = assert.async();
+
+ // number of asserts
+ assert.expect(1);
+
+ frappe.run_serially([
+ // insert a new Account Type
+ () => frappe.tests.make('Account Type', [
+ // values to be set
+ {key: 'value'}
+ ]),
+ () => {
+ assert.equal(cur_frm.doc.key, 'value');
+ },
+ () => done()
+ ]);
+
+});
diff --git a/erpnext/accounts/doctype/account_type/test_account_type.py b/erpnext/accounts/doctype/account_type/test_account_type.py
new file mode 100644
index 00000000000..824c2f66ae3
--- /dev/null
+++ b/erpnext/accounts/doctype/account_type/test_account_type.py
@@ -0,0 +1,9 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import unittest
+
+class TestAccountType(unittest.TestCase):
+ pass
diff --git a/erpnext/accounts/doctype/bank/bank.js b/erpnext/accounts/doctype/bank/bank.js
index 1063a07b820..463d29c9f83 100644
--- a/erpnext/accounts/doctype/bank/bank.js
+++ b/erpnext/accounts/doctype/bank/bank.js
@@ -2,7 +2,29 @@
// For license information, please see license.txt
frappe.ui.form.on('Bank', {
+ onload: function(frm) {
+ add_fields_to_mapping_table(frm);
+ },
refresh: function(frm) {
-
+ add_fields_to_mapping_table(frm);
}
});
+
+
+let add_fields_to_mapping_table = function (frm) {
+ let options = [];
+
+ frappe.model.with_doctype("Bank Transaction", function() {
+ let meta = frappe.get_meta("Bank Transaction");
+ meta.fields.forEach(value => {
+ if (!["Section Break", "Column Break"].includes(value.fieldtype)) {
+ options.push(value.fieldname);
+ }
+ });
+ });
+
+ frappe.meta.get_docfield("Bank Transaction Mapping", "bank_transaction_field",
+ frm.doc.name).options = options;
+
+ frm.fields_dict.bank_transaction_mapping.grid.refresh();
+};
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/bank/bank.json b/erpnext/accounts/doctype/bank/bank.json
index 0a24726f36a..4fa0e4f29ba 100644
--- a/erpnext/accounts/doctype/bank/bank.json
+++ b/erpnext/accounts/doctype/bank/bank.json
@@ -1,5 +1,6 @@
{
"allow_copy": 0,
+ "allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
@@ -15,6 +16,7 @@
"fields": [
{
"allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@@ -42,6 +44,134 @@
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
+ "unique": 1
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 1,
+ "columns": 0,
+ "fieldname": "data_import_configuration_section",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Data Import Configuration",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "bank_transaction_mapping",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Bank Transaction Mapping",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Bank Transaction Mapping",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_4",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "plaid_access_token",
+ "fieldtype": "Data",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Plaid Access Token",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
@@ -55,7 +185,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2018-04-07 17:00:21.246202",
+ "modified": "2018-11-27 16:12:13.938776",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Bank",
@@ -64,7 +194,6 @@
"permissions": [
{
"amend": 0,
- "apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@@ -90,5 +219,6 @@
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
- "track_seen": 0
+ "track_seen": 0,
+ "track_views": 0
}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/bank_account/bank_account.js b/erpnext/accounts/doctype/bank_account/bank_account.js
index 5ac41e44520..5d616e5fb7e 100644
--- a/erpnext/accounts/doctype/bank_account/bank_account.js
+++ b/erpnext/accounts/doctype/bank_account/bank_account.js
@@ -1,4 +1,4 @@
-// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Bank Account', {
@@ -24,5 +24,13 @@ frappe.ui.form.on('Bank Account', {
else {
frappe.contacts.render_address_and_contact(frm);
}
+
+ if (frm.doc.integration_id) {
+ frm.add_custom_button(__("Unlink external integrations"), function() {
+ frappe.confirm(__("This action will unlink this account from any external service integrating ERPNext with your bank accounts. It cannot be undone. Are you certain ?"), function() {
+ frm.set_value("integration_id", "");
+ });
+ });
+ }
}
});
diff --git a/erpnext/accounts/doctype/bank_account/bank_account.json b/erpnext/accounts/doctype/bank_account/bank_account.json
index 84a8e6857c3..75987b84886 100644
--- a/erpnext/accounts/doctype/bank_account/bank_account.json
+++ b/erpnext/accounts/doctype/bank_account/bank_account.json
@@ -1,729 +1,1019 @@
{
- "allow_copy": 0,
- "allow_events_in_timeline": 0,
- "allow_guest_to_view": 0,
- "allow_import": 0,
- "allow_rename": 1,
- "autoname": "field:account_name",
- "beta": 0,
- "creation": "2017-05-29 21:35:13.136357",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Setup",
- "editable_grid": 0,
- "engine": "InnoDB",
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 1,
+ "autoname": "",
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diff --git a/erpnext/accounts/doctype/bank_account/bank_account.py b/erpnext/accounts/doctype/bank_account/bank_account.py
index b13259b55d3..3c679fa215a 100644
--- a/erpnext/accounts/doctype/bank_account/bank_account.py
+++ b/erpnext/accounts/doctype/bank_account/bank_account.py
@@ -13,6 +13,9 @@ class BankAccount(Document):
"""Load address and contacts in `__onload`"""
load_address_and_contact(self)
+ def autoname(self):
+ self.name = self.account_name + " - " + self.bank
+
def on_trash(self):
delete_contact_and_address('BankAccount', self.name)
diff --git a/erpnext/accounts/doctype/bank_transaction/__init__.py b/erpnext/accounts/doctype/bank_transaction/__init__.py
new file mode 100644
index 00000000000..e69de29bb2d
diff --git a/erpnext/accounts/doctype/bank_transaction/bank_transaction.js b/erpnext/accounts/doctype/bank_transaction/bank_transaction.js
new file mode 100644
index 00000000000..cf041cd3c77
--- /dev/null
+++ b/erpnext/accounts/doctype/bank_transaction/bank_transaction.js
@@ -0,0 +1,14 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Bank Transaction', {
+ onload: function(frm) {
+ frm.set_query('payment_document', 'payment_entries', function() {
+ return {
+ "filters": {
+ "name": ["in", ["Payment Entry", "Journal Entry", "Sales Invoice", "Purchase Invoice", "Expense Claim"]]
+ }
+ };
+ });
+ }
+});
diff --git a/erpnext/accounts/doctype/bank_transaction/bank_transaction.json b/erpnext/accounts/doctype/bank_transaction/bank_transaction.json
new file mode 100644
index 00000000000..e7f6c2c3f3a
--- /dev/null
+++ b/erpnext/accounts/doctype/bank_transaction/bank_transaction.json
@@ -0,0 +1,800 @@
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+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "allocated_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Allocated Amount",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "unallocated_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Unallocated Amount",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Bank Transaction",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2019-03-22 10:52:04.540756",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Bank Transaction",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "date",
+ "sort_order": "DESC",
+ "title_field": "bank_account",
+ "track_changes": 0,
+ "track_seen": 0,
+ "track_views": 0
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/bank_transaction/bank_transaction.py b/erpnext/accounts/doctype/bank_transaction/bank_transaction.py
new file mode 100644
index 00000000000..d8b5f00f6ee
--- /dev/null
+++ b/erpnext/accounts/doctype/bank_transaction/bank_transaction.py
@@ -0,0 +1,25 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+from frappe.utils import flt
+
+class BankTransaction(Document):
+ def after_insert(self):
+ self.unallocated_amount = abs(flt(self.credit) - flt(self.debit))
+
+ def on_update_after_submit(self):
+ allocated_amount = reduce(lambda x, y: flt(x) + flt(y), [x.allocated_amount for x in self.payment_entries])
+
+ if allocated_amount:
+ frappe.db.set_value(self.doctype, self.name, "allocated_amount", flt(allocated_amount))
+ frappe.db.set_value(self.doctype, self.name, "unallocated_amount", abs(flt(self.credit) - flt(self.debit)) - flt(allocated_amount))
+
+ else:
+ frappe.db.set_value(self.doctype, self.name, "allocated_amount", 0)
+ frappe.db.set_value(self.doctype, self.name, "unallocated_amount", abs(flt(self.credit) - flt(self.debit)))
+
+ self.reload()
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/bank_transaction/bank_transaction_list.js b/erpnext/accounts/doctype/bank_transaction/bank_transaction_list.js
new file mode 100644
index 00000000000..44dfaf18766
--- /dev/null
+++ b/erpnext/accounts/doctype/bank_transaction/bank_transaction_list.js
@@ -0,0 +1,13 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+// License: GNU General Public License v3. See license.txt
+
+frappe.listview_settings['Bank Transaction'] = {
+ add_fields: ["unallocated_amount"],
+ get_indicator: function(doc) {
+ if(flt(doc.unallocated_amount)>0) {
+ return [__("Unreconciled"), "orange", "unallocated_amount,>,0"];
+ } else if(flt(doc.unallocated_amount)===0) {
+ return [__("Reconciled"), "green", "unallocated_amount,=,0"];
+ }
+ }
+};
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/bank_transaction/bank_transaction_upload.py b/erpnext/accounts/doctype/bank_transaction/bank_transaction_upload.py
new file mode 100644
index 00000000000..d5d8c0e0465
--- /dev/null
+++ b/erpnext/accounts/doctype/bank_transaction/bank_transaction_upload.py
@@ -0,0 +1,75 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+import json
+from frappe.utils import getdate
+from frappe.utils.dateutils import parse_date
+
+@frappe.whitelist()
+def upload_bank_statement():
+ if getattr(frappe, "uploaded_file", None):
+ with open(frappe.uploaded_file, "rb") as upfile:
+ fcontent = upfile.read()
+ else:
+ from frappe.utils.file_manager import get_uploaded_content
+ fname, fcontent = get_uploaded_content()
+
+ if frappe.safe_encode(fname).lower().endswith("csv"):
+ from frappe.utils.csvutils import read_csv_content
+ rows = read_csv_content(fcontent, False)
+
+ elif frappe.safe_encode(fname).lower().endswith("xlsx"):
+ from frappe.utils.xlsxutils import read_xlsx_file_from_attached_file
+ rows = read_xlsx_file_from_attached_file(fcontent=fcontent)
+
+ columns = rows[0]
+ rows.pop(0)
+ data = rows
+ return {"columns": columns, "data": data}
+
+
+@frappe.whitelist()
+def create_bank_entries(columns, data, bank_account):
+ header_map = get_header_mapping(columns, bank_account)
+
+ count = 0
+ for d in json.loads(data):
+ if all(item is None for item in d) is True:
+ continue
+ fields = {}
+ for key, value in header_map.iteritems():
+ fields.update({key: d[int(value)-1]})
+
+
+ bank_transaction = frappe.get_doc({
+ "doctype": "Bank Transaction"
+ })
+ bank_transaction.update(fields)
+ bank_transaction.date = getdate(parse_date(bank_transaction.date))
+ bank_transaction.bank_account = bank_account
+ bank_transaction.insert()
+ bank_transaction.submit()
+ count = count + 1
+
+ return count
+
+def get_header_mapping(columns, bank_account):
+ mapping = get_bank_mapping(bank_account)
+
+ header_map = {}
+ for column in json.loads(columns):
+ if column["content"] in mapping:
+ header_map.update({mapping[column["content"]]: column["colIndex"]})
+
+ return header_map
+
+def get_bank_mapping(bank_account):
+ bank_name = frappe.db.get_value("Bank Account", bank_account, "bank")
+ bank = frappe.get_doc("Bank", bank_name)
+
+ mapping = {row.file_field:row.bank_transaction_field for row in bank.bank_transaction_mapping}
+
+ return mapping
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/bank_transaction/test_bank_transaction.js b/erpnext/accounts/doctype/bank_transaction/test_bank_transaction.js
new file mode 100644
index 00000000000..305119e1370
--- /dev/null
+++ b/erpnext/accounts/doctype/bank_transaction/test_bank_transaction.js
@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Bank Transaction", function (assert) {
+ let done = assert.async();
+
+ // number of asserts
+ assert.expect(1);
+
+ frappe.run_serially([
+ // insert a new Bank Transaction
+ () => frappe.tests.make('Bank Transaction', [
+ // values to be set
+ {key: 'value'}
+ ]),
+ () => {
+ assert.equal(cur_frm.doc.key, 'value');
+ },
+ () => done()
+ ]);
+
+});
diff --git a/erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py b/erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py
new file mode 100644
index 00000000000..cb05f64d3ee
--- /dev/null
+++ b/erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py
@@ -0,0 +1,286 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
+from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
+from erpnext.accounts.doctype.payment_entry.test_payment_entry import get_payment_entry
+from erpnext.accounts.page.bank_reconciliation.bank_reconciliation import reconcile, get_linked_payments
+
+test_dependencies = ["Item", "Cost Center"]
+
+class TestBankTransaction(unittest.TestCase):
+ def setUp(self):
+ add_transactions()
+ add_payments()
+
+ def tearDown(self):
+ for bt in frappe.get_all("Bank Transaction"):
+ doc = frappe.get_doc("Bank Transaction", bt.name)
+ doc.cancel()
+ doc.delete()
+
+ # Delete directly in DB to avoid validation errors for countries not allowing deletion
+ frappe.db.sql("""delete from `tabPayment Entry Reference`""")
+ frappe.db.sql("""delete from `tabPayment Entry`""")
+
+ frappe.flags.test_bank_transactions_created = False
+ frappe.flags.test_payments_created = False
+
+ # This test checks if ERPNext is able to provide a linked payment for a bank transaction based on the amount of the bank transaction.
+ def test_linked_payments(self):
+ bank_transaction = frappe.get_doc("Bank Transaction", dict(description="Re 95282925234 FE/000002917 AT171513000281183046 Conrad Electronic"))
+ linked_payments = get_linked_payments(bank_transaction.name)
+ self.assertTrue(linked_payments[0].party == "Conrad Electronic")
+
+ # This test validates a simple reconciliation leading to the clearance of the bank transaction and the payment
+ def test_reconcile(self):
+ bank_transaction = frappe.get_doc("Bank Transaction", dict(description="1512567 BG/000002918 OPSKATTUZWXXX AT776000000098709837 Herr G"))
+ payment = frappe.get_doc("Payment Entry", dict(party="Mr G", paid_amount=1200))
+ reconcile(bank_transaction.name, "Payment Entry", payment.name)
+
+ unallocated_amount = frappe.db.get_value("Bank Transaction", bank_transaction.name, "unallocated_amount")
+ self.assertTrue(unallocated_amount == 0)
+
+ clearance_date = frappe.db.get_value("Payment Entry", payment.name, "clearance_date")
+ self.assertTrue(clearance_date is not None)
+
+ # Check if ERPNext can correctly fetch a linked payment based on the party
+ def test_linked_payments_based_on_party(self):
+ bank_transaction = frappe.get_doc("Bank Transaction", dict(description="1512567 BG/000003025 OPSKATTUZWXXX AT776000000098709849 Herr G"))
+ linked_payments = get_linked_payments(bank_transaction.name)
+ self.assertTrue(len(linked_payments)==1)
+
+ # 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"))
+ linked_payments = get_linked_payments(bank_transaction.name)
+ self.assertTrue(linked_payments[0].payment_type == "Pay")
+
+ # Check error if already reconciled
+ def test_already_reconciled(self):
+ bank_transaction = frappe.get_doc("Bank Transaction", dict(description="1512567 BG/000002918 OPSKATTUZWXXX AT776000000098709837 Herr G"))
+ payment = frappe.get_doc("Payment Entry", dict(party="Mr G", paid_amount=1200))
+ reconcile(bank_transaction.name, "Payment Entry", payment.name)
+
+ bank_transaction = frappe.get_doc("Bank Transaction", dict(description="1512567 BG/000002918 OPSKATTUZWXXX AT776000000098709837 Herr G"))
+ payment = frappe.get_doc("Payment Entry", dict(party="Mr G", paid_amount=1200))
+ self.assertRaises(frappe.ValidationError, reconcile, bank_transaction=bank_transaction.name, payment_doctype="Payment Entry", payment_name=payment.name)
+
+ # Raise an error if creditor transaction vs creditor payment
+ def test_invalid_creditor_reconcilation(self):
+ bank_transaction = frappe.get_doc("Bank Transaction", dict(description="I2015000011 VD/000002514 ATWWXXX AT4701345000003510057 Bio"))
+ payment = frappe.get_doc("Payment Entry", dict(party="Conrad Electronic", paid_amount=690))
+ self.assertRaises(frappe.ValidationError, reconcile, bank_transaction=bank_transaction.name, payment_doctype="Payment Entry", payment_name=payment.name)
+
+ # Raise an error if debitor transaction vs debitor payment
+ def test_invalid_debitor_reconcilation(self):
+ bank_transaction = frappe.get_doc("Bank Transaction", dict(description="Auszahlung Karte MC/000002916 AUTOMAT 698769 K002 27.10. 14:07"))
+ payment = frappe.get_doc("Payment Entry", dict(party="Fayva", paid_amount=109080))
+ self.assertRaises(frappe.ValidationError, reconcile, bank_transaction=bank_transaction.name, payment_doctype="Payment Entry", payment_name=payment.name)
+
+ # Raise an error if debitor transaction vs debitor payment
+ def test_clear_sales_invoice(self):
+ bank_transaction = frappe.get_doc("Bank Transaction", dict(description="I2015000011 VD/000002514 ATWWXXX AT4701345000003510057 Bio"))
+ payment = frappe.get_doc("Sales Invoice", dict(customer="Fayva", status=["=", "Paid"]))
+ reconcile(bank_transaction.name, "Sales Invoice", payment.name)
+
+ self.assertEqual(frappe.db.get_value("Bank Transaction", bank_transaction.name, "unallocated_amount"), 0)
+ self.assertTrue(frappe.db.get_value("Sales Invoice Payment", dict(parent=payment.name), "clearance_date") is not None)
+
+def add_transactions():
+ if frappe.flags.test_bank_transactions_created:
+ return
+
+ frappe.set_user("Administrator")
+ try:
+ frappe.get_doc({
+ "doctype": "Bank",
+ "bank_name":"Citi Bank",
+ }).insert()
+ except frappe.DuplicateEntryError:
+ pass
+
+ try:
+ frappe.get_doc({
+ "doctype": "Bank Account",
+ "account_name":"Checking Account",
+ "bank": "Citi Bank",
+ "account": "_Test Bank - _TC"
+ }).insert()
+ except frappe.DuplicateEntryError:
+ pass
+
+ doc = frappe.get_doc({
+ "doctype": "Bank Transaction",
+ "description":"1512567 BG/000002918 OPSKATTUZWXXX AT776000000098709837 Herr G",
+ "date": "2018-10-23",
+ "debit": 1200,
+ "currency": "INR",
+ "bank_account": "Checking Account - Citi Bank"
+ }).insert()
+ doc.submit()
+
+ doc = frappe.get_doc({
+ "doctype": "Bank Transaction",
+ "description":"1512567 BG/000003025 OPSKATTUZWXXX AT776000000098709849 Herr G",
+ "date": "2018-10-23",
+ "debit": 1700,
+ "currency": "INR",
+ "bank_account": "Checking Account - Citi Bank"
+ }).insert()
+ doc.submit()
+
+ doc = frappe.get_doc({
+ "doctype": "Bank Transaction",
+ "description":"Re 95282925234 FE/000002917 AT171513000281183046 Conrad Electronic",
+ "date": "2018-10-26",
+ "debit": 690,
+ "currency": "INR",
+ "bank_account": "Checking Account - Citi Bank"
+ }).insert()
+ doc.submit()
+
+ doc = frappe.get_doc({
+ "doctype": "Bank Transaction",
+ "description":"Auszahlung Karte MC/000002916 AUTOMAT 698769 K002 27.10. 14:07",
+ "date": "2018-10-27",
+ "debit": 3900,
+ "currency": "INR",
+ "bank_account": "Checking Account - Citi Bank"
+ }).insert()
+ doc.submit()
+
+ doc = frappe.get_doc({
+ "doctype": "Bank Transaction",
+ "description":"I2015000011 VD/000002514 ATWWXXX AT4701345000003510057 Bio",
+ "date": "2018-10-27",
+ "credit": 109080,
+ "currency": "INR",
+ "bank_account": "Checking Account - Citi Bank"
+ }).insert()
+ doc.submit()
+
+ frappe.flags.test_bank_transactions_created = True
+
+def add_payments():
+ if frappe.flags.test_payments_created:
+ return
+
+ frappe.set_user("Administrator")
+
+ try:
+ frappe.get_doc({
+ "doctype": "Supplier",
+ "supplier_group":"All Supplier Groups",
+ "supplier_type": "Company",
+ "supplier_name": "Conrad Electronic"
+ }).insert()
+
+ except frappe.DuplicateEntryError:
+ pass
+
+ pi = make_purchase_invoice(supplier="Conrad Electronic", qty=1, rate=690)
+ pe = get_payment_entry("Purchase Invoice", pi.name, bank_account="_Test Bank - _TC")
+ pe.reference_no = "Conrad Oct 18"
+ pe.reference_date = "2018-10-24"
+ pe.insert()
+ pe.submit()
+
+ try:
+ frappe.get_doc({
+ "doctype": "Supplier",
+ "supplier_group":"All Supplier Groups",
+ "supplier_type": "Company",
+ "supplier_name": "Mr G"
+ }).insert()
+ except frappe.DuplicateEntryError:
+ pass
+
+ pi = make_purchase_invoice(supplier="Mr G", qty=1, rate=1200)
+ pe = get_payment_entry("Purchase Invoice", pi.name, bank_account="_Test Bank - _TC")
+ pe.reference_no = "Herr G Oct 18"
+ pe.reference_date = "2018-10-24"
+ pe.insert()
+ pe.submit()
+
+ pi = make_purchase_invoice(supplier="Mr G", qty=1, rate=1700)
+ pe = get_payment_entry("Purchase Invoice", pi.name, bank_account="_Test Bank - _TC")
+ pe.reference_no = "Herr G Nov 18"
+ pe.reference_date = "2018-11-01"
+ pe.insert()
+ pe.submit()
+
+ try:
+ frappe.get_doc({
+ "doctype": "Supplier",
+ "supplier_group":"All Supplier Groups",
+ "supplier_type": "Company",
+ "supplier_name": "Poore Simon's"
+ }).insert()
+ except frappe.DuplicateEntryError:
+ pass
+
+ try:
+ frappe.get_doc({
+ "doctype": "Customer",
+ "customer_group":"All Customer Groups",
+ "customer_type": "Company",
+ "customer_name": "Poore Simon's"
+ }).insert()
+ except frappe.DuplicateEntryError:
+ pass
+
+ pi = make_purchase_invoice(supplier="Poore Simon's", qty=1, rate=3900)
+ pe = get_payment_entry("Purchase Invoice", pi.name, bank_account="_Test Bank - _TC")
+ pe.reference_no = "Poore Simon's Oct 18"
+ pe.reference_date = "2018-10-28"
+ pe.insert()
+ pe.submit()
+
+ si = create_sales_invoice(customer="Poore Simon's", qty=1, rate=3900)
+ pe = get_payment_entry("Sales Invoice", si.name, bank_account="_Test Bank - _TC")
+ pe.reference_no = "Poore Simon's Oct 18"
+ pe.reference_date = "2018-10-28"
+ pe.insert()
+ pe.submit()
+
+ try:
+ frappe.get_doc({
+ "doctype": "Customer",
+ "customer_group":"All Customer Groups",
+ "customer_type": "Company",
+ "customer_name": "Fayva"
+ }).insert()
+ except frappe.DuplicateEntryError:
+ pass
+
+ si = create_sales_invoice(customer="Fayva", qty=1, rate=109080)
+ pe = get_payment_entry("Sales Invoice", si.name, bank_account="_Test Bank - _TC")
+ pe.reference_no = "Fayva Oct 18"
+ pe.reference_date = "2018-10-29"
+ pe.insert()
+ pe.submit()
+
+ company = frappe.db.get_single_value('Global Defaults', 'default_company')
+ frappe.get_doc({
+ "doctype": "Mode of Payment",
+ "name": "Cash"
+ }).append("accounts", {
+ "company": company,
+ "default_account": "_Test Bank - _TC"
+ }).save()
+ si = create_sales_invoice(customer="Fayva", qty=1, rate=109080, do_not_submit=1)
+ si.is_pos = 1
+ si.append("payments", {
+ "mode_of_payment": "Cash",
+ "account": "_Test Bank - _TC",
+ "amount": 109080
+ })
+ si.save()
+ si.submit()
+
+ frappe.flags.test_payments_created = True
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/bank_transaction_mapping/__init__.py b/erpnext/accounts/doctype/bank_transaction_mapping/__init__.py
new file mode 100644
index 00000000000..e69de29bb2d
diff --git a/erpnext/accounts/doctype/bank_transaction_mapping/bank_transaction_mapping.json b/erpnext/accounts/doctype/bank_transaction_mapping/bank_transaction_mapping.json
new file mode 100644
index 00000000000..ace554b2440
--- /dev/null
+++ b/erpnext/accounts/doctype/bank_transaction_mapping/bank_transaction_mapping.json
@@ -0,0 +1,107 @@
+{
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-10-24 15:24:56.713277",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "bank_transaction_field",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Field in Bank Transaction",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "file_field",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Column in Bank File",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-10-24 15:24:56.713277",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Bank Transaction Mapping",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 0,
+ "track_seen": 0,
+ "track_views": 0
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/bank_transaction_mapping/bank_transaction_mapping.py b/erpnext/accounts/doctype/bank_transaction_mapping/bank_transaction_mapping.py
new file mode 100644
index 00000000000..95a5bc33883
--- /dev/null
+++ b/erpnext/accounts/doctype/bank_transaction_mapping/bank_transaction_mapping.py
@@ -0,0 +1,9 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+from frappe.model.document import Document
+
+class BankTransactionMapping(Document):
+ pass
diff --git a/erpnext/accounts/doctype/bank_transaction_payments/__init__.py b/erpnext/accounts/doctype/bank_transaction_payments/__init__.py
new file mode 100644
index 00000000000..e69de29bb2d
diff --git a/erpnext/accounts/doctype/bank_transaction_payments/bank_transaction_payments.json b/erpnext/accounts/doctype/bank_transaction_payments/bank_transaction_payments.json
new file mode 100644
index 00000000000..a75e866997d
--- /dev/null
+++ b/erpnext/accounts/doctype/bank_transaction_payments/bank_transaction_payments.json
@@ -0,0 +1,141 @@
+{
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-11-28 08:55:40.815355",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "payment_document",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Payment Document",
+ "length": 0,
+ "no_copy": 0,
+ "options": "DocType",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "payment_entry",
+ "fieldtype": "Dynamic Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Payment Entry",
+ "length": 0,
+ "no_copy": 0,
+ "options": "payment_document",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "allocated_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Allocated Amount",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-12-06 10:57:02.635141",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Bank Transaction Payments",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0,
+ "track_views": 0
+}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/bank_transaction_payments/bank_transaction_payments.py b/erpnext/accounts/doctype/bank_transaction_payments/bank_transaction_payments.py
new file mode 100644
index 00000000000..d6d7c109cf5
--- /dev/null
+++ b/erpnext/accounts/doctype/bank_transaction_payments/bank_transaction_payments.py
@@ -0,0 +1,9 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+from frappe.model.document import Document
+
+class BankTransactionPayments(Document):
+ pass
diff --git a/erpnext/accounts/doctype/payment_entry/payment_entry.py b/erpnext/accounts/doctype/payment_entry/payment_entry.py
index 443c8fb9805..b0c70a18cbf 100644
--- a/erpnext/accounts/doctype/payment_entry/payment_entry.py
+++ b/erpnext/accounts/doctype/payment_entry/payment_entry.py
@@ -536,9 +536,13 @@ class PaymentEntry(AccountsController):
@frappe.whitelist()
def get_outstanding_reference_documents(args):
+
if isinstance(args, string_types):
args = json.loads(args)
+ if args.get('party_type') == 'Member':
+ return
+
# confirm that Supplier is not blocked
if args.get('party_type') == 'Supplier':
supplier_status = get_supplier_block_status(args['party'])
diff --git a/erpnext/accounts/doctype/payment_reconciliation/payment_reconciliation.py b/erpnext/accounts/doctype/payment_reconciliation/payment_reconciliation.py
index 094ece95e81..5e4a121e2c5 100644
--- a/erpnext/accounts/doctype/payment_reconciliation/payment_reconciliation.py
+++ b/erpnext/accounts/doctype/payment_reconciliation/payment_reconciliation.py
@@ -13,20 +13,20 @@ class PaymentReconciliation(Document):
def get_unreconciled_entries(self):
self.get_nonreconciled_payment_entries()
self.get_invoice_entries()
-
+
def get_nonreconciled_payment_entries(self):
self.check_mandatory_to_fetch()
-
+
payment_entries = self.get_payment_entries()
journal_entries = self.get_jv_entries()
-
+
self.add_payment_entries(payment_entries + journal_entries)
-
+
def get_payment_entries(self):
order_doctype = "Sales Order" if self.party_type=="Customer" else "Purchase Order"
- payment_entries = get_advance_payment_entries(self.party_type, self.party,
+ payment_entries = get_advance_payment_entries(self.party_type, self.party,
self.receivable_payable_account, order_doctype, against_all_orders=True, limit=self.limit)
-
+
return payment_entries
def get_jv_entries(self):
@@ -36,12 +36,12 @@ class PaymentReconciliation(Document):
bank_account_condition = "t2.against_account like %(bank_cash_account)s" \
if self.bank_cash_account else "1=1"
- limit_cond = "limit %s" % (self.limit or 1000)
+ limit_cond = "limit %s" % self.limit if self.limit else ""
journal_entries = frappe.db.sql("""
select
- "Journal Entry" as reference_type, t1.name as reference_name,
- t1.posting_date, t1.remark as remarks, t2.name as reference_row,
+ "Journal Entry" as reference_type, t1.name as reference_name,
+ t1.posting_date, t1.remark as remarks, t2.name as reference_row,
{dr_or_cr} as amount, t2.is_advance
from
`tabJournal Entry` t1, `tabJournal Entry Account` t2
@@ -49,8 +49,8 @@ class PaymentReconciliation(Document):
t1.name = t2.parent and t1.docstatus = 1 and t2.docstatus = 1
and t2.party_type = %(party_type)s and t2.party = %(party)s
and t2.account = %(account)s and {dr_or_cr} > 0
- and (t2.reference_type is null or t2.reference_type = '' or
- (t2.reference_type in ('Sales Order', 'Purchase Order')
+ and (t2.reference_type is null or t2.reference_type = '' or
+ (t2.reference_type in ('Sales Order', 'Purchase Order')
and t2.reference_name is not null and t2.reference_name != ''))
and (CASE
WHEN t1.voucher_type in ('Debit Note', 'Credit Note')
@@ -83,7 +83,10 @@ class PaymentReconciliation(Document):
condition = self.check_condition()
non_reconciled_invoices = get_outstanding_invoices(self.party_type, self.party,
- self.receivable_payable_account, condition=condition, limit=self.limit)
+ self.receivable_payable_account, condition=condition)
+
+ if self.limit:
+ non_reconciled_invoices = non_reconciled_invoices[:self.limit]
self.add_invoice_entries(non_reconciled_invoices)
@@ -109,7 +112,7 @@ class PaymentReconciliation(Document):
self.validate_invoice()
dr_or_cr = ("credit_in_account_currency"
if erpnext.get_party_account_type(self.party_type) == 'Receivable' else "debit_in_account_currency")
-
+
lst = []
for e in self.get('payments'):
if e.invoice_number and e.allocated_amount:
@@ -127,11 +130,11 @@ class PaymentReconciliation(Document):
'unadjusted_amount' : flt(e.amount),
'allocated_amount' : flt(e.allocated_amount)
}))
-
+
if lst:
from erpnext.accounts.utils import reconcile_against_document
reconcile_against_document(lst)
-
+
msgprint(_("Successfully Reconciled"))
self.get_unreconciled_entries()
diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
index 97b60365f88..8702a82cd6b 100644
--- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
+++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
@@ -522,8 +522,13 @@ frappe.ui.form.on("Purchase Invoice", {
},
onload: function(frm) {
- if(frm.doc.__onload && !frm.doc.__onload.supplier_tds) {
- me.frm.set_df_property("apply_tds", "read_only", 1);
+ if(frm.doc.__onload) {
+ if(frm.doc.supplier) {
+ frm.doc.apply_tds = frm.doc.__onload.supplier_tds ? 1 : 0;
+ }
+ if(!frm.doc.__onload.supplier_tds) {
+ frm.set_df_property("apply_tds", "read_only", 1);
+ }
}
erpnext.queries.setup_queries(frm, "Warehouse", function() {
diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json
index 41b3c13a3b9..d798fd5fdc6 100755
--- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json
+++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json
@@ -1,4844 +1,5019 @@
{
- "allow_copy": 0,
- "allow_events_in_timeline": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 0,
- "autoname": "naming_series:",
- "beta": 0,
- "creation": "2013-05-21 16:16:39",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Document",
- "editable_grid": 0,
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "naming_series:",
+ "beta": 0,
+ "creation": "2013-05-21 16:16:39",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Document",
+ "editable_grid": 0,
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 1,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "default": "{supplier_name}",
- "fieldname": "title",
- "fieldtype": "Data",
- "hidden": 1,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Title",
- "length": 0,
- "no_copy": 1,
- "permlevel": 0,
- "precision": "",
- "print_hide": 1,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 1,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "{supplier_name}",
+ "fetch_if_empty": 0,
+ "fieldname": "title",
+ "fieldtype": "Data",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Title",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "default": "",
- "fieldname": "naming_series",
- "fieldtype": "Select",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Series",
- "length": 0,
- "no_copy": 1,
- "oldfieldname": "naming_series",
- "oldfieldtype": "Select",
- "options": "ACC-PINV-.YYYY.-",
- "permlevel": 0,
- "print_hide": 1,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 1,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "",
+ "fetch_if_empty": 0,
+ "fieldname": "naming_series",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Series",
+ "length": 0,
+ "no_copy": 1,
+ "oldfieldname": "naming_series",
+ "oldfieldtype": "Select",
+ "options": "ACC-PINV-.YYYY.-",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 1,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "supplier",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 1,
- "label": "Supplier",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "supplier",
- "oldfieldtype": "Link",
- "options": "Supplier",
- "permlevel": 0,
- "print_hide": 1,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 1,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "supplier",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 1,
+ "label": "Supplier",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldname": "supplier",
+ "oldfieldtype": "Link",
+ "options": "Supplier",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 1,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 1,
- "collapsible": 0,
- "columns": 0,
- "depends_on": "supplier",
- "fetch_from": "supplier.supplier_name",
- "fieldname": "supplier_name",
- "fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 1,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Supplier Name",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "supplier_name",
- "oldfieldtype": "Data",
- "options": "",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
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- "read": 1,
- "report": 0,
- "role": "Accounts Manager",
- "set_user_permissions": 0,
- "share": 0,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 1,
+ "print": 0,
+ "read": 1,
+ "report": 0,
+ "role": "Accounts Manager",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 1
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 1,
- "search_fields": "posting_date, supplier, bill_no, base_grand_total, outstanding_amount",
- "show_name_in_global_search": 1,
- "sort_field": "modified",
- "sort_order": "DESC",
- "timeline_field": "supplier",
- "title_field": "title",
- "track_changes": 1,
- "track_seen": 0,
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 1,
+ "search_fields": "posting_date, supplier, bill_no, base_grand_total, outstanding_amount",
+ "show_name_in_global_search": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "timeline_field": "supplier",
+ "title_field": "title",
+ "track_changes": 1,
+ "track_seen": 0,
"track_views": 0
}
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
index 450f2d0eb7b..53db2086768 100644
--- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
+++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
@@ -789,9 +789,8 @@ class PurchaseInvoice(BuyingController):
for d in self.items:
if d.project and d.project not in project_list:
project = frappe.get_doc("Project", d.project)
- project.flags.dont_sync_tasks = True
project.update_purchase_costing()
- project.save()
+ project.db_update()
project_list.append(d.project)
def validate_supplier_invoice(self):
diff --git a/erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py b/erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
index c8c23c74e9c..dde12d79c7a 100644
--- a/erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
+++ b/erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
@@ -344,6 +344,7 @@ class TestPurchaseInvoice(unittest.TestCase):
pi = frappe.copy_doc(test_records[0])
pi.disable_rounded_total = 1
+ pi.allocate_advances_automatically = 0
pi.append("advances", {
"reference_type": "Journal Entry",
"reference_name": jv.name,
@@ -383,6 +384,7 @@ class TestPurchaseInvoice(unittest.TestCase):
pi = frappe.copy_doc(test_records[0])
pi.disable_rounded_total = 1
+ pi.allocate_advances_automatically = 0
pi.append("advances", {
"reference_type": "Journal Entry",
"reference_name": jv.name,
@@ -551,7 +553,7 @@ class TestPurchaseInvoice(unittest.TestCase):
sum(credit) as credit, debit_in_account_currency, credit_in_account_currency
from `tabGL Entry` where voucher_type='Purchase Invoice' and voucher_no=%s
group by account, voucher_no order by account asc;""", pi.name, as_dict=1)
-
+
stock_in_hand_account = get_inventory_account(pi.company, pi.get("items")[0].warehouse)
self.assertTrue(gl_entries)
@@ -634,7 +636,7 @@ class TestPurchaseInvoice(unittest.TestCase):
self.assertEqual(frappe.db.get_value("Serial No", pi.get("items")[0].rejected_serial_no,
"warehouse"), pi.get("items")[0].rejected_warehouse)
-
+
def test_outstanding_amount_after_advance_jv_cancelation(self):
from erpnext.accounts.doctype.journal_entry.test_journal_entry \
import test_records as jv_test_records
@@ -656,14 +658,14 @@ class TestPurchaseInvoice(unittest.TestCase):
pi.insert()
pi.submit()
pi.load_from_db()
-
+
#check outstanding after advance allocation
self.assertEqual(flt(pi.outstanding_amount), flt(pi.rounded_total - pi.total_advance))
-
+
#added to avoid Document has been modified exception
jv = frappe.get_doc("Journal Entry", jv.name)
jv.cancel()
-
+
pi.load_from_db()
#check outstanding after advance cancellation
self.assertEqual(flt(pi.outstanding_amount), flt(pi.rounded_total + pi.total_advance))
@@ -722,7 +724,7 @@ class TestPurchaseInvoice(unittest.TestCase):
shipping_rule = create_shipping_rule(shipping_rule_type = "Buying", shipping_rule_name = "Shipping Rule - Purchase Invoice Test")
pi = frappe.copy_doc(test_records[0])
-
+
pi.shipping_rule = shipping_rule.name
pi.insert()
@@ -740,14 +742,14 @@ class TestPurchaseInvoice(unittest.TestCase):
"tax_amount": shipping_amount,
"description": shipping_rule.name,
"add_deduct_tax": "Add"
- }
+ }
pi.append("taxes", shipping_charge)
pi.save()
self.assertEqual(pi.net_total, 1250)
self.assertEqual(pi.total_taxes_and_charges, 462.3)
- self.assertEqual(pi.grand_total, 1712.3)
+ self.assertEqual(pi.grand_total, 1712.3)
def test_make_pi_without_terms(self):
pi = make_purchase_invoice(do_not_save=1)
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
index 077d99512ac..7f7e6f981a9 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
@@ -22,6 +22,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "customer_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -55,6 +56,7 @@
"collapsible": 0,
"columns": 0,
"default": "{customer_name}",
+ "fetch_if_empty": 0,
"fieldname": "title",
"fieldtype": "Data",
"hidden": 1,
@@ -88,6 +90,7 @@
"collapsible": 0,
"columns": 0,
"default": "",
+ "fetch_if_empty": 0,
"fieldname": "naming_series",
"fieldtype": "Select",
"hidden": 0,
@@ -122,6 +125,7 @@
"bold": 1,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "customer",
"fieldtype": "Link",
"hidden": 0,
@@ -158,6 +162,7 @@
"columns": 0,
"depends_on": "customer",
"fetch_from": "customer.customer_name",
+ "fetch_if_empty": 0,
"fieldname": "customer_name",
"fieldtype": "Data",
"hidden": 0,
@@ -192,6 +197,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "tax_id",
"fieldtype": "Data",
"hidden": 0,
@@ -224,6 +230,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "project",
"fieldtype": "Link",
"hidden": 0,
@@ -258,6 +265,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "is_pos",
"fieldtype": "Check",
"hidden": 0,
@@ -292,6 +300,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "is_pos",
+ "fetch_if_empty": 0,
"fieldname": "pos_profile",
"fieldtype": "Link",
"hidden": 0,
@@ -325,6 +334,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "offline_pos_name",
"fieldtype": "Data",
"hidden": 1,
@@ -358,6 +368,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "is_return",
"fieldtype": "Check",
"hidden": 0,
@@ -390,6 +401,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break1",
"fieldtype": "Column Break",
"hidden": 0,
@@ -421,6 +433,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "company",
"fieldtype": "Link",
"hidden": 0,
@@ -455,6 +468,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "cost_center",
"fieldtype": "Link",
"hidden": 0,
@@ -489,6 +503,7 @@
"collapsible": 0,
"columns": 0,
"default": "Today",
+ "fetch_if_empty": 0,
"fieldname": "posting_date",
"fieldtype": "Date",
"hidden": 0,
@@ -522,6 +537,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "posting_time",
"fieldtype": "Time",
"hidden": 0,
@@ -556,6 +572,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.docstatus==0",
+ "fetch_if_empty": 0,
"fieldname": "set_posting_time",
"fieldtype": "Check",
"hidden": 0,
@@ -588,6 +605,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "due_date",
"fieldtype": "Date",
"hidden": 0,
@@ -621,6 +639,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "amended_from",
"fieldtype": "Link",
"hidden": 0,
@@ -656,6 +675,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "return_against",
+ "fetch_if_empty": 0,
"fieldname": "returns",
"fieldtype": "Section Break",
"hidden": 0,
@@ -689,6 +709,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "return_against",
+ "fetch_if_empty": 0,
"fieldname": "return_against",
"fieldtype": "Link",
"hidden": 0,
@@ -722,6 +743,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_21",
"fieldtype": "Column Break",
"hidden": 0,
@@ -754,6 +776,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "eval: doc.is_return && doc.return_against",
+ "fetch_if_empty": 0,
"fieldname": "update_billed_amount_in_sales_order",
"fieldtype": "Check",
"hidden": 0,
@@ -787,6 +810,7 @@
"collapsible": 1,
"collapsible_depends_on": "po_no",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "customer_po_details",
"fieldtype": "Section Break",
"hidden": 0,
@@ -819,6 +843,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "po_no",
"fieldtype": "Data",
"hidden": 0,
@@ -851,6 +876,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_23",
"fieldtype": "Column Break",
"hidden": 0,
@@ -882,6 +908,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "po_date",
"fieldtype": "Date",
"hidden": 0,
@@ -915,6 +942,7 @@
"collapsible": 1,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "address_and_contact",
"fieldtype": "Section Break",
"hidden": 0,
@@ -947,6 +975,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "customer_address",
"fieldtype": "Link",
"hidden": 0,
@@ -979,6 +1008,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "address_display",
"fieldtype": "Small Text",
"hidden": 0,
@@ -1010,6 +1040,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "contact_person",
"fieldtype": "Link",
"hidden": 0,
@@ -1042,6 +1073,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "contact_display",
"fieldtype": "Small Text",
"hidden": 0,
@@ -1073,6 +1105,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "contact_mobile",
"fieldtype": "Small Text",
"hidden": 1,
@@ -1104,6 +1137,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "contact_email",
"fieldtype": "Data",
"hidden": 1,
@@ -1136,6 +1170,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "territory",
"fieldtype": "Link",
"hidden": 0,
@@ -1169,6 +1204,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "col_break4",
"fieldtype": "Column Break",
"hidden": 0,
@@ -1200,6 +1236,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "shipping_address_name",
"fieldtype": "Link",
"hidden": 0,
@@ -1233,6 +1270,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "shipping_address",
"fieldtype": "Small Text",
"hidden": 0,
@@ -1265,6 +1303,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "company_address",
"fieldtype": "Link",
"hidden": 0,
@@ -1298,6 +1337,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "company_address_display",
"fieldtype": "Small Text",
"hidden": 1,
@@ -1331,6 +1371,7 @@
"collapsible": 1,
"columns": 0,
"depends_on": "customer",
+ "fetch_if_empty": 0,
"fieldname": "currency_and_price_list",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1363,6 +1404,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "currency",
"fieldtype": "Link",
"hidden": 0,
@@ -1398,6 +1440,7 @@
"collapsible": 0,
"columns": 0,
"description": "Rate at which Customer Currency is converted to customer's base currency",
+ "fetch_if_empty": 0,
"fieldname": "conversion_rate",
"fieldtype": "Float",
"hidden": 0,
@@ -1432,6 +1475,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break2",
"fieldtype": "Column Break",
"hidden": 0,
@@ -1463,6 +1507,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "selling_price_list",
"fieldtype": "Link",
"hidden": 0,
@@ -1497,6 +1542,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "price_list_currency",
"fieldtype": "Link",
"hidden": 0,
@@ -1530,6 +1576,7 @@
"collapsible": 0,
"columns": 0,
"description": "Rate at which Price list currency is converted to customer's base currency",
+ "fetch_if_empty": 0,
"fieldname": "plc_conversion_rate",
"fieldtype": "Float",
"hidden": 0,
@@ -1562,6 +1609,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "ignore_pricing_rule",
"fieldtype": "Check",
"hidden": 0,
@@ -1593,6 +1641,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sec_warehouse",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1625,6 +1674,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "update_stock",
+ "fetch_if_empty": 0,
"fieldname": "set_warehouse",
"fieldtype": "Link",
"hidden": 0,
@@ -1658,6 +1708,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "items_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1691,6 +1742,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "update_stock",
"fieldtype": "Check",
"hidden": 0,
@@ -1724,6 +1776,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "scan_barcode",
"fieldtype": "Data",
"hidden": 0,
@@ -1756,6 +1809,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "items",
"fieldtype": "Table",
"hidden": 0,
@@ -1790,6 +1844,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "packing_list",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1822,6 +1877,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "packed_items",
"fieldtype": "Table",
"hidden": 0,
@@ -1854,6 +1910,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "product_bundle_help",
"fieldtype": "HTML",
"hidden": 0,
@@ -1887,6 +1944,7 @@
"collapsible_depends_on": "eval:doc.total_billing_amount > 0",
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "time_sheet_list",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1919,6 +1977,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "timesheets",
"fieldtype": "Table",
"hidden": 0,
@@ -1953,6 +2012,7 @@
"collapsible": 0,
"columns": 0,
"default": "0",
+ "fetch_if_empty": 0,
"fieldname": "total_billing_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -1985,6 +2045,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_30",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2015,6 +2076,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "total_qty",
"fieldtype": "Float",
"hidden": 0,
@@ -2047,6 +2109,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -2080,6 +2143,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_net_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -2114,6 +2178,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_32",
"fieldtype": "Column Break",
"hidden": 0,
@@ -2144,6 +2209,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "total",
"fieldtype": "Currency",
"hidden": 0,
@@ -2177,6 +2243,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "net_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -2209,6 +2276,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "total_net_weight",
"fieldtype": "Float",
"hidden": 0,
@@ -2241,6 +2309,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "taxes_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2274,6 +2343,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "taxes_and_charges",
"fieldtype": "Link",
"hidden": 0,
@@ -2308,6 +2378,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_38",
"fieldtype": "Column Break",
"hidden": 0,
@@ -2338,6 +2409,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "shipping_rule",
"fieldtype": "Link",
"hidden": 0,
@@ -2371,6 +2443,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_40",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2401,6 +2474,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "taxes",
"fieldtype": "Table",
"hidden": 0,
@@ -2435,6 +2509,7 @@
"bold": 0,
"collapsible": 1,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sec_tax_breakup",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2467,6 +2542,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "other_charges_calculation",
"fieldtype": "Text",
"hidden": 0,
@@ -2499,6 +2575,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_43",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2529,6 +2606,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_total_taxes_and_charges",
"fieldtype": "Currency",
"hidden": 0,
@@ -2563,6 +2641,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_47",
"fieldtype": "Column Break",
"hidden": 0,
@@ -2594,6 +2673,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "total_taxes_and_charges",
"fieldtype": "Currency",
"hidden": 0,
@@ -2628,6 +2708,7 @@
"collapsible_depends_on": "",
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "loyalty_points_redemption",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2661,6 +2742,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "redeem_loyalty_points",
+ "fetch_if_empty": 0,
"fieldname": "loyalty_points",
"fieldtype": "Int",
"hidden": 0,
@@ -2694,6 +2776,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "redeem_loyalty_points",
+ "fetch_if_empty": 0,
"fieldname": "loyalty_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -2727,6 +2810,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "redeem_loyalty_points",
"fieldtype": "Check",
"hidden": 0,
@@ -2759,6 +2843,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_77",
"fieldtype": "Column Break",
"hidden": 0,
@@ -2792,6 +2877,7 @@
"columns": 0,
"depends_on": "",
"fetch_from": "customer.loyalty_program",
+ "fetch_if_empty": 0,
"fieldname": "loyalty_program",
"fieldtype": "Link",
"hidden": 0,
@@ -2826,6 +2912,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "redeem_loyalty_points",
+ "fetch_if_empty": 0,
"fieldname": "loyalty_redemption_account",
"fieldtype": "Link",
"hidden": 0,
@@ -2860,6 +2947,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "redeem_loyalty_points",
+ "fetch_if_empty": 0,
"fieldname": "loyalty_redemption_cost_center",
"fieldtype": "Link",
"hidden": 0,
@@ -2894,6 +2982,7 @@
"collapsible": 1,
"collapsible_depends_on": "discount_amount",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_49",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2927,6 +3016,7 @@
"collapsible": 0,
"columns": 0,
"default": "Grand Total",
+ "fetch_if_empty": 0,
"fieldname": "apply_discount_on",
"fieldtype": "Select",
"hidden": 0,
@@ -2960,6 +3050,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_discount_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -2993,6 +3084,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_51",
"fieldtype": "Column Break",
"hidden": 0,
@@ -3023,6 +3115,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "additional_discount_percentage",
"fieldtype": "Float",
"hidden": 0,
@@ -3055,6 +3148,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "discount_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -3087,6 +3181,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "totals",
"fieldtype": "Section Break",
"hidden": 0,
@@ -3120,6 +3215,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_grand_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -3154,6 +3250,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_rounding_adjustment",
"fieldtype": "Currency",
"hidden": 0,
@@ -3187,6 +3284,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_rounded_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -3222,6 +3320,7 @@
"collapsible": 0,
"columns": 0,
"description": "In Words will be visible once you save the Sales Invoice.",
+ "fetch_if_empty": 0,
"fieldname": "base_in_words",
"fieldtype": "Data",
"hidden": 0,
@@ -3255,6 +3354,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break5",
"fieldtype": "Column Break",
"hidden": 0,
@@ -3287,6 +3387,7 @@
"bold": 1,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "grand_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -3321,6 +3422,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "rounding_adjustment",
"fieldtype": "Currency",
"hidden": 0,
@@ -3354,6 +3456,7 @@
"bold": 1,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "rounded_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -3388,6 +3491,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "in_words",
"fieldtype": "Data",
"hidden": 0,
@@ -3421,6 +3525,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "total_advance",
"fieldtype": "Currency",
"hidden": 0,
@@ -3455,6 +3560,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "outstanding_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -3490,6 +3596,7 @@
"collapsible": 1,
"collapsible_depends_on": "advances",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "advances_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -3523,6 +3630,8 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "default": "1",
+ "fetch_if_empty": 0,
"fieldname": "allocate_advances_automatically",
"fieldtype": "Check",
"hidden": 0,
@@ -3556,6 +3665,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "eval:!doc.allocate_advances_automatically",
+ "fetch_if_empty": 0,
"fieldname": "get_advances",
"fieldtype": "Button",
"hidden": 0,
@@ -3589,6 +3699,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "advances",
"fieldtype": "Table",
"hidden": 0,
@@ -3624,6 +3735,7 @@
"collapsible": 1,
"collapsible_depends_on": "eval:(!doc.is_pos && !doc.is_return)",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "payment_schedule_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -3657,6 +3769,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "eval:(!doc.is_pos && !doc.is_return)",
+ "fetch_if_empty": 0,
"fieldname": "payment_terms_template",
"fieldtype": "Link",
"hidden": 0,
@@ -3691,6 +3804,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "eval:(!doc.is_pos && !doc.is_return)",
+ "fetch_if_empty": 0,
"fieldname": "payment_schedule",
"fieldtype": "Table",
"hidden": 0,
@@ -3726,6 +3840,7 @@
"collapsible_depends_on": "",
"columns": 0,
"depends_on": "eval:doc.is_pos===1||(doc.advances && doc.advances.length>0)",
+ "fetch_if_empty": 0,
"fieldname": "payments_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -3759,6 +3874,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "is_pos",
+ "fetch_if_empty": 0,
"fieldname": "cash_bank_account",
"fieldtype": "Link",
"hidden": 1,
@@ -3794,6 +3910,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.is_pos===1",
+ "fetch_if_empty": 0,
"fieldname": "payments",
"fieldtype": "Table",
"hidden": 0,
@@ -3827,6 +3944,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_84",
"fieldtype": "Section Break",
"hidden": 0,
@@ -3858,6 +3976,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_paid_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -3891,6 +4010,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_86",
"fieldtype": "Column Break",
"hidden": 0,
@@ -3923,6 +4043,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "eval: doc.is_pos || doc.redeem_loyalty_points",
+ "fetch_if_empty": 0,
"fieldname": "paid_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -3957,6 +4078,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_88",
"fieldtype": "Section Break",
"hidden": 0,
@@ -3989,6 +4111,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "is_pos",
+ "fetch_if_empty": 0,
"fieldname": "base_change_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -4022,6 +4145,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_90",
"fieldtype": "Column Break",
"hidden": 0,
@@ -4054,6 +4178,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "is_pos",
+ "fetch_if_empty": 0,
"fieldname": "change_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -4088,6 +4213,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "is_pos",
+ "fetch_if_empty": 0,
"fieldname": "account_for_change_amount",
"fieldtype": "Link",
"hidden": 0,
@@ -4123,6 +4249,7 @@
"collapsible_depends_on": "write_off_amount",
"columns": 0,
"depends_on": "grand_total",
+ "fetch_if_empty": 0,
"fieldname": "column_break4",
"fieldtype": "Section Break",
"hidden": 0,
@@ -4156,6 +4283,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "write_off_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -4188,6 +4316,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_write_off_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -4222,6 +4351,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "is_pos",
+ "fetch_if_empty": 0,
"fieldname": "write_off_outstanding_amount_automatically",
"fieldtype": "Check",
"hidden": 0,
@@ -4254,6 +4384,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "column_break_74",
"fieldtype": "Column Break",
"hidden": 0,
@@ -4286,6 +4417,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "write_off_account",
"fieldtype": "Link",
"hidden": 0,
@@ -4319,6 +4451,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "write_off_cost_center",
"fieldtype": "Link",
"hidden": 0,
@@ -4352,6 +4485,7 @@
"collapsible": 1,
"collapsible_depends_on": "terms",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "terms_section_break",
"fieldtype": "Section Break",
"hidden": 0,
@@ -4385,6 +4519,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "tc_name",
"fieldtype": "Link",
"hidden": 0,
@@ -4419,6 +4554,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "terms",
"fieldtype": "Text Editor",
"hidden": 0,
@@ -4452,6 +4588,7 @@
"bold": 0,
"collapsible": 1,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "edit_printing_settings",
"fieldtype": "Section Break",
"hidden": 0,
@@ -4484,6 +4621,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "letter_head",
"fieldtype": "Link",
"hidden": 0,
@@ -4518,6 +4656,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "group_same_items",
"fieldtype": "Check",
"hidden": 0,
@@ -4550,6 +4689,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "language",
"fieldtype": "Data",
"hidden": 0,
@@ -4582,6 +4722,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_84",
"fieldtype": "Column Break",
"hidden": 0,
@@ -4613,6 +4754,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "select_print_heading",
"fieldtype": "Link",
"hidden": 0,
@@ -4648,6 +4790,7 @@
"collapsible": 1,
"columns": 0,
"depends_on": "customer",
+ "fetch_if_empty": 0,
"fieldname": "more_information",
"fieldtype": "Section Break",
"hidden": 0,
@@ -4680,6 +4823,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "inter_company_invoice_reference",
"fieldtype": "Link",
"hidden": 0,
@@ -4714,6 +4858,7 @@
"collapsible": 0,
"columns": 0,
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "customer_group",
"fieldtype": "Link",
"hidden": 1,
@@ -4747,6 +4892,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "campaign",
"fieldtype": "Link",
"hidden": 0,
@@ -4781,6 +4927,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "col_break23",
"fieldtype": "Column Break",
"hidden": 0,
@@ -4813,6 +4960,7 @@
"collapsible": 0,
"columns": 0,
"default": "Draft",
+ "fetch_if_empty": 0,
"fieldname": "status",
"fieldtype": "Select",
"hidden": 0,
@@ -4846,6 +4994,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "source",
"fieldtype": "Link",
"hidden": 0,
@@ -4880,6 +5029,7 @@
"bold": 0,
"collapsible": 1,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "more_info",
"fieldtype": "Section Break",
"hidden": 0,
@@ -4914,6 +5064,7 @@
"collapsible": 0,
"columns": 0,
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "debit_to",
"fieldtype": "Link",
"hidden": 0,
@@ -4948,6 +5099,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "party_account_currency",
"fieldtype": "Link",
"hidden": 1,
@@ -4983,6 +5135,7 @@
"columns": 0,
"default": "No",
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "is_opening",
"fieldtype": "Select",
"hidden": 0,
@@ -5017,6 +5170,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "c_form_applicable",
"fieldtype": "Select",
"hidden": 0,
@@ -5049,6 +5203,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "c_form_no",
"fieldtype": "Link",
"hidden": 0,
@@ -5081,6 +5236,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break8",
"fieldtype": "Column Break",
"hidden": 0,
@@ -5112,6 +5268,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "remarks",
"fieldtype": "Small Text",
"hidden": 0,
@@ -5146,6 +5303,7 @@
"collapsible": 1,
"collapsible_depends_on": "sales_partner",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sales_team_section_break",
"fieldtype": "Section Break",
"hidden": 0,
@@ -5179,6 +5337,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sales_partner",
"fieldtype": "Link",
"hidden": 0,
@@ -5213,6 +5372,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break10",
"fieldtype": "Column Break",
"hidden": 0,
@@ -5245,6 +5405,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "commission_rate",
"fieldtype": "Float",
"hidden": 0,
@@ -5278,6 +5439,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "total_commission",
"fieldtype": "Currency",
"hidden": 0,
@@ -5313,6 +5475,7 @@
"collapsible": 1,
"collapsible_depends_on": "sales_team",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break2",
"fieldtype": "Section Break",
"hidden": 0,
@@ -5344,6 +5507,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sales_team",
"fieldtype": "Table",
"hidden": 0,
@@ -5378,6 +5542,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "subscription_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -5412,6 +5577,7 @@
"columns": 0,
"depends_on": "",
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "from_date",
"fieldtype": "Date",
"hidden": 0,
@@ -5445,6 +5611,7 @@
"columns": 0,
"depends_on": "",
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "to_date",
"fieldtype": "Date",
"hidden": 0,
@@ -5476,6 +5643,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_140",
"fieldtype": "Column Break",
"hidden": 0,
@@ -5507,6 +5675,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "auto_repeat",
"fieldtype": "Link",
"hidden": 0,
@@ -5541,6 +5710,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "eval: doc.auto_repeat",
+ "fetch_if_empty": 0,
"fieldname": "update_auto_repeat_reference",
"fieldtype": "Button",
"hidden": 0,
@@ -5573,6 +5743,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "against_income_account",
"fieldtype": "Small Text",
"hidden": 1,
@@ -5606,6 +5777,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "pos_total_qty",
"fieldtype": "Float",
"hidden": 1,
@@ -5644,7 +5816,7 @@
"istable": 0,
"max_attachments": 0,
"menu_index": 0,
- "modified": "2019-02-18 18:56:51.265257",
+ "modified": "2019-04-10 16:10:34.266458",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
index 489343c00c8..56d52069c69 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py
@@ -1022,9 +1022,8 @@ class SalesInvoice(SellingController):
def update_project(self):
if self.project:
project = frappe.get_doc("Project", self.project)
- project.flags.dont_sync_tasks = True
project.update_billed_amount()
- project.save()
+ project.db_update()
def verify_payment_amount_is_positive(self):
diff --git a/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
index 45a29505fc0..dc02a6b3e6f 100644
--- a/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
+++ b/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
@@ -855,6 +855,7 @@ class TestSalesInvoice(unittest.TestCase):
jv.submit()
si = frappe.copy_doc(test_records[0])
+ si.allocate_advances_automatically = 0
si.append("advances", {
"doctype": "Sales Invoice Advance",
"reference_type": "Journal Entry",
@@ -1361,7 +1362,7 @@ class TestSalesInvoice(unittest.TestCase):
"included_in_print_rate": 1
})
si.save()
-
+ si.submit()
self.assertEqual(si.net_total, 19453.13)
self.assertEqual(si.grand_total, 24900)
self.assertEqual(si.total_taxes_and_charges, 5446.88)
@@ -1383,6 +1384,50 @@ class TestSalesInvoice(unittest.TestCase):
self.assertEqual(expected_values[gle.account][1], gle.debit)
self.assertEqual(expected_values[gle.account][2], gle.credit)
+ def test_rounding_adjustment_2(self):
+ si = create_sales_invoice(rate=400, do_not_save=True)
+ for rate in [400, 600, 100]:
+ si.append("items", {
+ "item_code": "_Test Item",
+ "gst_hsn_code": "999800",
+ "warehouse": "_Test Warehouse - _TC",
+ "qty": 1,
+ "rate": rate,
+ "income_account": "Sales - _TC",
+ "cost_center": "_Test Cost Center - _TC"
+ })
+ for tax_account in ["_Test Account VAT - _TC", "_Test Account Service Tax - _TC"]:
+ si.append("taxes", {
+ "charge_type": "On Net Total",
+ "account_head": tax_account,
+ "description": tax_account,
+ "rate": 9,
+ "cost_center": "_Test Cost Center - _TC",
+ "included_in_print_rate": 1
+ })
+ si.save()
+ si.submit()
+ self.assertEqual(si.net_total, 1271.19)
+ self.assertEqual(si.grand_total, 1500)
+ self.assertEqual(si.total_taxes_and_charges, 228.82)
+ self.assertEqual(si.rounding_adjustment, -0.01)
+
+ expected_values = dict((d[0], d) for d in [
+ [si.debit_to, 1500, 0.0],
+ ["_Test Account Service Tax - _TC", 0.0, 114.41],
+ ["_Test Account VAT - _TC", 0.0, 114.41],
+ ["Sales - _TC", 0.0, 1271.18]
+ ])
+
+ gl_entries = frappe.db.sql("""select account, debit, credit
+ from `tabGL Entry` where voucher_type='Sales Invoice' and voucher_no=%s
+ order by account asc""", si.name, as_dict=1)
+
+ for gle in gl_entries:
+ self.assertEqual(expected_values[gle.account][0], gle.account)
+ self.assertEqual(expected_values[gle.account][1], gle.debit)
+ self.assertEqual(expected_values[gle.account][2], gle.credit)
+
def test_sales_invoice_with_shipping_rule(self):
from erpnext.accounts.doctype.shipping_rule.test_shipping_rule \
import create_shipping_rule
diff --git a/erpnext/accounts/doctype/sales_invoice_payment/sales_invoice_payment.json b/erpnext/accounts/doctype/sales_invoice_payment/sales_invoice_payment.json
index 1c5962acf6e..52cf810ae4c 100644
--- a/erpnext/accounts/doctype/sales_invoice_payment/sales_invoice_payment.json
+++ b/erpnext/accounts/doctype/sales_invoice_payment/sales_invoice_payment.json
@@ -295,7 +295,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
- "modified": "2019-03-06 15:58:37.839241",
+ "modified": "2019-03-19 14:54:56.524556",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice Payment",
diff --git a/erpnext/accounts/general_ledger.py b/erpnext/accounts/general_ledger.py
index a661c03b35b..36cba427186 100644
--- a/erpnext/accounts/general_ledger.py
+++ b/erpnext/accounts/general_ledger.py
@@ -135,9 +135,9 @@ def round_off_debit_credit(gl_map):
.format(gl_map[0].voucher_type, gl_map[0].voucher_no, debit_credit_diff))
elif abs(debit_credit_diff) >= (1.0 / (10**precision)):
- make_round_off_gle(gl_map, debit_credit_diff)
+ make_round_off_gle(gl_map, debit_credit_diff, precision)
-def make_round_off_gle(gl_map, debit_credit_diff):
+def make_round_off_gle(gl_map, debit_credit_diff, precision):
round_off_account, round_off_cost_center = get_round_off_account_and_cost_center(gl_map[0].company)
round_off_account_exists = False
round_off_gle = frappe._dict()
@@ -150,6 +150,10 @@ def make_round_off_gle(gl_map, debit_credit_diff):
debit_credit_diff += flt(d.credit_in_account_currency)
round_off_account_exists = True
+ if round_off_account_exists and abs(debit_credit_diff) <= (1.0 / (10**precision)):
+ gl_map.remove(round_off_gle)
+ return
+
if not round_off_gle:
for k in ["voucher_type", "voucher_no", "company",
"posting_date", "remarks", "is_opening"]:
diff --git a/erpnext/accounts/page/bank_reconciliation/__init__.py b/erpnext/accounts/page/bank_reconciliation/__init__.py
new file mode 100644
index 00000000000..e69de29bb2d
diff --git a/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.js b/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.js
new file mode 100644
index 00000000000..5cb4bba6a55
--- /dev/null
+++ b/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.js
@@ -0,0 +1,572 @@
+frappe.provide("erpnext.accounts");
+
+frappe.pages['bank-reconciliation'].on_page_load = function(wrapper) {
+ new erpnext.accounts.bankReconciliation(wrapper);
+}
+
+erpnext.accounts.bankReconciliation = class BankReconciliation {
+ constructor(wrapper) {
+ this.page = frappe.ui.make_app_page({
+ parent: wrapper,
+ title: __("Bank Reconciliation"),
+ single_column: true
+ });
+ this.parent = wrapper;
+ this.page = this.parent.page;
+
+ this.check_plaid_status();
+ this.make();
+ }
+
+ make() {
+ const me = this;
+
+ me.$main_section = $(`
`).appendTo(me.page.main);
+ const empty_state = __("Upload a bank statement, link or reconcile a bank account")
+ me.$main_section.append(`
${empty_state} `)
+
+ me.page.add_field({
+ fieldtype: 'Link',
+ label: __('Company'),
+ fieldname: 'company',
+ options: "Company",
+ onchange: function() {
+ console.log(this.value)
+ if (this.value) {
+ me.company = this.value;
+ } else {
+ me.company = null;
+ me.bank_account = null;
+ }
+ }
+ })
+ me.page.add_field({
+ fieldtype: 'Link',
+ label: __('Bank Account'),
+ fieldname: 'bank_account',
+ options: "Bank Account",
+ get_query: function() {
+ if(!me.company) {
+ frappe.throw(__("Please select company first"));
+ return
+ }
+
+ return {
+ filters: {
+ "company": me.company
+ }
+ }
+ },
+ onchange: function() {
+ if (this.value) {
+ me.bank_account = this.value;
+ me.add_actions();
+ } else {
+ me.bank_account = null;
+ me.page.hide_actions_menu();
+ }
+ }
+ })
+ }
+
+ check_plaid_status() {
+ const me = this;
+ frappe.db.get_value("Plaid Settings", "Plaid Settings", "enabled", (r) => {
+ if (r && r.enabled == "1") {
+ me.plaid_status = "active"
+ } else {
+ me.plaid_status = "inactive"
+ }
+ })
+ }
+
+ add_actions() {
+ const me = this;
+
+ me.page.show_menu()
+
+ me.page.add_menu_item(__("Upload a statement"), function() {
+ me.clear_page_content();
+ new erpnext.accounts.bankTransactionUpload(me);
+ }, true)
+
+ if (me.plaid_status==="active") {
+ me.page.add_menu_item(__("Synchronize this account"), function() {
+ me.clear_page_content();
+ new erpnext.accounts.bankTransactionSync(me);
+ }, true)
+ }
+
+ me.page.add_menu_item(__("Reconcile this account"), function() {
+ me.clear_page_content();
+ me.make_reconciliation_tool();
+ }, true)
+ }
+
+ clear_page_content() {
+ const me = this;
+ $(me.page.body).find('.frappe-list').remove();
+ me.$main_section.empty();
+ }
+
+ make_reconciliation_tool() {
+ const me = this;
+ frappe.model.with_doctype("Bank Transaction", () => {
+ erpnext.accounts.ReconciliationList = new erpnext.accounts.ReconciliationTool({
+ parent: me.parent,
+ doctype: "Bank Transaction"
+ });
+ })
+ }
+}
+
+
+erpnext.accounts.bankTransactionUpload = class bankTransactionUpload {
+ constructor(parent) {
+ this.parent = parent;
+ this.data = [];
+
+ const assets = [
+ "/assets/frappe/css/frappe-datatable.css",
+ "/assets/frappe/js/lib/clusterize.min.js",
+ "/assets/frappe/js/lib/Sortable.min.js",
+ "/assets/frappe/js/lib/frappe-datatable.js"
+ ];
+
+ frappe.require(assets, () => {
+ this.make();
+ });
+ }
+
+ make() {
+ const me = this;
+ frappe.upload.make({
+ args: {
+ method: 'erpnext.accounts.doctype.bank_transaction.bank_transaction_upload.upload_bank_statement',
+ allow_multiple: 0
+ },
+ no_socketio: true,
+ sample_url: "e.g. http://example.com/somefile.csv",
+ callback: function(attachment, r) {
+ if (!r.exc && r.message) {
+ me.data = r.message;
+ me.setup_transactions_dom();
+ me.create_datatable();
+ me.add_primary_action();
+ }
+ }
+ })
+ }
+
+ setup_transactions_dom() {
+ const me = this;
+ me.parent.$main_section.append(`
`)
+ }
+
+ create_datatable() {
+ try {
+ this.datatable = new DataTable('.transactions-table', {
+ columns: this.data.columns,
+ data: this.data.data
+ })
+ }
+ catch(err) {
+ let msg = __(`Your file could not be processed by ERPNext.
+ It should be a standard CSV or XLSX file.
+ The headers should be in the first row.`)
+ frappe.throw(msg)
+ }
+
+ }
+
+ add_primary_action() {
+ const me = this;
+ me.parent.page.set_primary_action(__("Submit"), function() {
+ me.add_bank_entries()
+ }, null, __("Creating bank entries..."))
+ }
+
+ add_bank_entries() {
+ const me = this;
+ frappe.xcall('erpnext.accounts.doctype.bank_transaction.bank_transaction_upload.create_bank_entries',
+ {columns: this.datatable.datamanager.columns, data: this.datatable.datamanager.data, bank_account: me.parent.bank_account}
+ ).then((result) => {
+ let result_title = __("{0} bank transaction(s) created", [result])
+ let result_msg = `
+
+
${result_title}
+ `
+ me.parent.page.clear_primary_action();
+ me.parent.$main_section.empty();
+ me.parent.$main_section.append(result_msg);
+ frappe.show_alert({message:__("All bank transactions have been created"), indicator:'green'});
+ })
+ }
+}
+
+erpnext.accounts.bankTransactionSync = class bankTransactionSync {
+ constructor(parent) {
+ this.parent = parent;
+ this.data = [];
+
+ this.init_config()
+ }
+
+ init_config() {
+ const me = this;
+ frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.plaid_configuration')
+ .then(result => {
+ me.plaid_env = result.plaid_env;
+ me.plaid_public_key = result.plaid_public_key;
+ me.client_name = result.client_name;
+ me.sync_transactions()
+ })
+ }
+
+ sync_transactions() {
+ const me = this;
+ frappe.db.get_value("Bank Account", me.parent.bank_account, "bank", (v) => {
+ frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions', {
+ bank: v['bank'],
+ bank_account: me.parent.bank_account,
+ freeze: true
+ })
+ .then((result) => {
+ let result_title = (result.length > 0) ? __("{0} bank transaction(s) created", [result.length]) : __("This bank account is already synchronized")
+ let result_msg = `
+
+
${result_title}
+ `
+ this.parent.$main_section.append(result_msg)
+ frappe.show_alert({message:__("Bank account '{0}' has been synchronized", [me.parent.bank_account]), indicator:'green'});
+ })
+ })
+ }
+}
+
+
+erpnext.accounts.ReconciliationTool = class ReconciliationTool extends frappe.views.BaseList {
+ constructor(opts) {
+ super(opts);
+ this.show();
+ }
+
+ setup_defaults() {
+ super.setup_defaults();
+
+ this.page_title = __("Bank Reconciliation");
+ this.doctype = 'Bank Transaction';
+ this.fields = ['date', 'description', 'debit', 'credit', 'currency']
+
+ }
+
+ setup_view() {
+ this.render_header();
+ }
+
+ setup_side_bar() {
+ //
+ }
+
+ make_standard_filters() {
+ //
+ }
+
+ freeze() {
+ this.$result.find('.list-count').html(`${__('Refreshing')}... `);
+ }
+
+ get_args() {
+ const args = super.get_args();
+
+ return Object.assign({}, args, {
+ ...args.filters.push(["Bank Transaction", "docstatus", "=", 1],
+ ["Bank Transaction", "unallocated_amount", ">", 0])
+ });
+
+ }
+
+ update_data(r) {
+ let data = r.message || [];
+
+ if (this.start === 0) {
+ this.data = data;
+ } else {
+ this.data = this.data.concat(data);
+ }
+ }
+
+ render() {
+ const me = this;
+ this.$result.find('.list-row-container').remove();
+ $('[data-fieldname="name"]').remove();
+ me.data.map((value) => {
+ const row = $('').data("data", value).appendTo(me.$result).get(0);
+ new erpnext.accounts.ReconciliationRow(row, value);
+ })
+ }
+
+ render_header() {
+ const me = this;
+ if ($(this.wrapper).find('.transaction-header').length === 0) {
+ me.$result.append(frappe.render_template("bank_transaction_header"));
+ }
+ }
+}
+
+erpnext.accounts.ReconciliationRow = class ReconciliationRow {
+ constructor(row, data) {
+ this.data = data;
+ this.row = row;
+ this.make();
+ this.bind_events();
+ }
+
+ make() {
+ $(this.row).append(frappe.render_template("bank_transaction_row", this.data))
+ }
+
+ bind_events() {
+ const me = this;
+ $(me.row).on('click', '.clickable-section', function() {
+ me.bank_entry = $(this).attr("data-name");
+ me.show_dialog($(this).attr("data-name"));
+ })
+
+ $(me.row).on('click', '.new-reconciliation', function() {
+ me.bank_entry = $(this).attr("data-name");
+ me.show_dialog($(this).attr("data-name"));
+ })
+
+ $(me.row).on('click', '.new-payment', function() {
+ me.bank_entry = $(this).attr("data-name");
+ me.new_payment();
+ })
+
+ $(me.row).on('click', '.new-invoice', function() {
+ me.bank_entry = $(this).attr("data-name");
+ me.new_invoice();
+ })
+
+ $(me.row).on('click', '.new-expense', function() {
+ me.bank_entry = $(this).attr("data-name");
+ me.new_expense();
+ })
+ }
+
+ new_payment() {
+ const me = this;
+ const paid_amount = me.data.credit > 0 ? me.data.credit : me.data.debit;
+ const payment_type = me.data.credit > 0 ? "Receive": "Pay";
+ const party_type = me.data.credit > 0 ? "Customer": "Supplier";
+
+ frappe.new_doc("Payment Entry", {"payment_type": payment_type, "paid_amount": paid_amount,
+ "party_type": party_type, "paid_from": me.data.bank_account})
+ }
+
+ new_invoice() {
+ const me = this;
+ const invoice_type = me.data.credit > 0 ? "Sales Invoice" : "Purchase Invoice";
+
+ frappe.new_doc(invoice_type)
+ }
+
+ new_expense() {
+ frappe.new_doc("Expense Claim")
+ }
+
+
+ show_dialog(data) {
+ const me = this;
+
+ frappe.db.get_value("Bank Account", me.data.bank_account, "account", (r) => {
+ me.gl_account = r.account;
+ })
+
+ frappe.xcall('erpnext.accounts.page.bank_reconciliation.bank_reconciliation.get_linked_payments',
+ {bank_transaction: data, freeze:true, freeze_message:__("Finding linked payments")}
+ ).then((result) => {
+ me.make_dialog(result)
+ })
+ }
+
+ make_dialog(data) {
+ const me = this;
+ me.selected_payment = null;
+
+ const fields = [
+ {
+ fieldtype: 'Section Break',
+ fieldname: 'section_break_1',
+ label: __('Automatic Reconciliation')
+ },
+ {
+ fieldtype: 'HTML',
+ fieldname: 'payment_proposals'
+ },
+ {
+ fieldtype: 'Section Break',
+ fieldname: 'section_break_2',
+ label: __('Search for a payment')
+ },
+ {
+ fieldtype: 'Link',
+ fieldname: 'payment_doctype',
+ options: 'DocType',
+ label: 'Payment DocType',
+ get_query: () => {
+ return {
+ filters : {
+ "name": ["in", ["Payment Entry", "Journal Entry", "Sales Invoice", "Purchase Invoice", "Expense Claim"]]
+ }
+ }
+ },
+ },
+ {
+ fieldtype: 'Column Break',
+ fieldname: 'column_break_1',
+ },
+ {
+ fieldtype: 'Dynamic Link',
+ fieldname: 'payment_entry',
+ options: 'payment_doctype',
+ label: 'Payment Document',
+ get_query: () => {
+ let dt = this.dialog.fields_dict.payment_doctype.value;
+ if (dt === "Payment Entry") {
+ return {
+ query: "erpnext.accounts.page.bank_reconciliation.bank_reconciliation.payment_entry_query",
+ filters : {
+ "bank_account": this.data.bank_account,
+ "company": this.data.company
+ }
+ }
+ } else if (dt === "Journal Entry") {
+ return {
+ query: "erpnext.accounts.page.bank_reconciliation.bank_reconciliation.journal_entry_query",
+ filters : {
+ "bank_account": this.data.bank_account,
+ "company": this.data.company
+ }
+ }
+ } else if (dt === "Sales Invoice") {
+ return {
+ query: "erpnext.accounts.page.bank_reconciliation.bank_reconciliation.sales_invoices_query"
+ }
+ } else if (dt === "Purchase Invoice") {
+ return {
+ filters : [
+ ["Purchase Invoice", "ifnull(clearance_date, '')", "=", ""],
+ ["Purchase Invoice", "docstatus", "=", 1],
+ ["Purchase Invoice", "company", "=", this.data.company]
+ ]
+ }
+ } else if (dt === "Expense Claim") {
+ return {
+ filters : [
+ ["Expense Claim", "ifnull(clearance_date, '')", "=", ""],
+ ["Expense Claim", "docstatus", "=", 1],
+ ["Expense Claim", "company", "=", this.data.company]
+ ]
+ }
+ }
+ },
+ onchange: function() {
+ if (me.selected_payment !== this.value) {
+ me.selected_payment = this.value;
+ me.display_payment_details(this);
+ }
+ }
+ },
+ {
+ fieldtype: 'Section Break',
+ fieldname: 'section_break_3'
+ },
+ {
+ fieldtype: 'HTML',
+ fieldname: 'payment_details'
+ },
+ ];
+
+ me.dialog = new frappe.ui.Dialog({
+ title: __("Choose a corresponding payment"),
+ fields: fields,
+ size: "large"
+ });
+
+ const proposals_wrapper = me.dialog.fields_dict.payment_proposals.$wrapper;
+ if (data && data.length > 0) {
+ proposals_wrapper.append(frappe.render_template("linked_payment_header"));
+ data.map(value => {
+ proposals_wrapper.append(frappe.render_template("linked_payment_row", value))
+ })
+ } else {
+ const empty_data_msg = __("ERPNext could not find any matching payment entry")
+ proposals_wrapper.append(`
${empty_data_msg} `)
+ }
+
+ $(me.dialog.body).on('click', '.reconciliation-btn', (e) => {
+ const payment_entry = $(e.target).attr('data-name');
+ const payment_doctype = $(e.target).attr('data-doctype');
+ frappe.xcall('erpnext.accounts.page.bank_reconciliation.bank_reconciliation.reconcile',
+ {bank_transaction: me.bank_entry, payment_doctype: payment_doctype, payment_name: payment_entry})
+ .then((result) => {
+ setTimeout(function(){
+ erpnext.accounts.ReconciliationList.refresh();
+ }, 2000);
+ me.dialog.hide();
+ })
+ })
+
+ me.dialog.show();
+ }
+
+ display_payment_details(event) {
+ const me = this;
+ if (event.value) {
+ let dt = me.dialog.fields_dict.payment_doctype.value;
+ me.dialog.fields_dict['payment_details'].$wrapper.empty();
+ frappe.db.get_doc(dt, event.value)
+ .then(doc => {
+ let displayed_docs = []
+ if (dt === "Payment Entry") {
+ doc.currency = doc.payment_type == "Receive" ? doc.paid_to_account_currency : doc.paid_from_account_currency;
+ displayed_docs.push(doc);
+ } else if (dt === "Journal Entry") {
+ doc.accounts.forEach(payment => {
+ if (payment.account === me.gl_account) {
+ payment.posting_date = doc.posting_date;
+ payment.party = doc.pay_to_recd_from;
+ payment.reference_no = doc.cheque_no;
+ payment.reference_date = doc.cheque_date;
+ payment.currency = payment.account_currency;
+ payment.paid_amount = payment.credit > 0 ? payment.credit : payment.debit;
+ payment.name = doc.name;
+ displayed_docs.push(payment);
+ }
+ })
+ } else if (dt === "Sales Invoice") {
+ doc.payments.forEach(payment => {
+ if (payment.clearance_date === null || payment.clearance_date === "") {
+ payment.posting_date = doc.posting_date;
+ payment.party = doc.customer;
+ payment.reference_no = doc.remarks;
+ payment.currency = doc.currency;
+ payment.paid_amount = payment.amount;
+ payment.name = doc.name;
+ displayed_docs.push(payment);
+ }
+ })
+ }
+
+ const details_wrapper = me.dialog.fields_dict.payment_details.$wrapper;
+ details_wrapper.append(frappe.render_template("linked_payment_header"));
+ displayed_docs.forEach(values => {
+ details_wrapper.append(frappe.render_template("linked_payment_row", values));
+ })
+ })
+ }
+
+ }
+}
\ No newline at end of file
diff --git a/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.json b/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.json
new file mode 100644
index 00000000000..feea36860b1
--- /dev/null
+++ b/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.json
@@ -0,0 +1,29 @@
+{
+ "content": null,
+ "creation": "2018-11-24 12:03:14.646669",
+ "docstatus": 0,
+ "doctype": "Page",
+ "idx": 0,
+ "modified": "2018-11-24 12:03:14.646669",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "bank-reconciliation",
+ "owner": "Administrator",
+ "page_name": "bank-reconciliation",
+ "roles": [
+ {
+ "role": "System Manager"
+ },
+ {
+ "role": "Accounts Manager"
+ },
+ {
+ "role": "Accounts User"
+ }
+ ],
+ "script": null,
+ "standard": "Yes",
+ "style": null,
+ "system_page": 0,
+ "title": "Bank Reconciliation"
+}
\ No newline at end of file
diff --git a/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.py b/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.py
new file mode 100644
index 00000000000..e39cf9ea950
--- /dev/null
+++ b/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.py
@@ -0,0 +1,385 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+import difflib
+from frappe.utils import flt
+from six import iteritems
+from erpnext import get_company_currency
+
+@frappe.whitelist()
+def reconcile(bank_transaction, payment_doctype, payment_name):
+ transaction = frappe.get_doc("Bank Transaction", bank_transaction)
+ payment_entry = frappe.get_doc(payment_doctype, payment_name)
+
+ account = frappe.db.get_value("Bank Account", transaction.bank_account, "account")
+ gl_entry = frappe.get_doc("GL Entry", dict(account=account, voucher_type=payment_doctype, voucher_no=payment_name))
+
+ if transaction.unallocated_amount == 0:
+ frappe.throw(_("This bank transaction is already fully reconciled"))
+
+ if transaction.credit > 0 and gl_entry.credit > 0:
+ frappe.throw(_("The selected payment entry should be linked with a debtor bank transaction"))
+
+ if transaction.debit > 0 and gl_entry.debit > 0:
+ frappe.throw(_("The selected payment entry should be linked with a creditor bank transaction"))
+
+ add_payment_to_transaction(transaction, payment_entry, gl_entry)
+ clear_payment_entry(transaction, payment_entry, gl_entry)
+
+ return 'reconciled'
+
+def add_payment_to_transaction(transaction, payment_entry, gl_entry):
+ transaction.append("payment_entries", {
+ "payment_document": payment_entry.doctype,
+ "payment_entry": payment_entry.name,
+ "allocated_amount": gl_entry.credit if gl_entry.credit > 0 else gl_entry.debit
+ })
+ transaction.save()
+
+def clear_payment_entry(transaction, payment_entry, gl_entry):
+ linked_bank_transactions = frappe.db.sql("""
+ SELECT
+ bt.credit, bt.debit
+ FROM
+ `tabBank Transaction Payments` as btp
+ LEFT JOIN
+ `tabBank Transaction` as bt on btp.parent=bt.name
+ WHERE
+ btp.payment_document = %s
+ AND
+ btp.payment_entry = %s
+ AND
+ bt.docstatus = 1
+ """, (payment_entry.doctype, payment_entry.name), as_dict=True)
+
+ amount_cleared = (flt(linked_bank_transactions[0].credit) - flt(linked_bank_transactions[0].debit))
+ amount_to_be_cleared = (flt(gl_entry.debit) - flt(gl_entry.credit))
+
+ if payment_entry.doctype in ("Payment Entry", "Journal Entry", "Purchase Invoice", "Expense Claim"):
+ clear_simple_entry(amount_cleared, amount_to_be_cleared, payment_entry, transaction)
+
+ elif payment_entry.doctype == "Sales Invoice":
+ clear_sales_invoice(amount_cleared, amount_to_be_cleared, payment_entry, transaction)
+
+def clear_simple_entry(amount_cleared, amount_to_be_cleared, payment_entry, transaction):
+ if amount_cleared >= amount_to_be_cleared:
+ frappe.db.set_value(payment_entry.doctype, payment_entry.name, "clearance_date", transaction.date)
+
+def clear_sales_invoice(amount_cleared, amount_to_be_cleared, payment_entry, transaction):
+ if amount_cleared >= amount_to_be_cleared:
+ frappe.db.set_value("Sales Invoice Payment", dict(parenttype=payment_entry.doctype,
+ parent=payment_entry.name), "clearance_date", transaction.date)
+
+@frappe.whitelist()
+def get_linked_payments(bank_transaction):
+ transaction = frappe.get_doc("Bank Transaction", bank_transaction)
+ bank_account = frappe.db.get_values("Bank Account", transaction.bank_account, ["account", "company"], as_dict=True)
+
+ # Get all payment entries with a matching amount
+ amount_matching = check_matching_amount(bank_account[0].account, bank_account[0].company, transaction)
+
+ # Get some data from payment entries linked to a corresponding bank transaction
+ description_matching = get_matching_descriptions_data(bank_account[0].account, transaction)
+
+ if amount_matching:
+ return check_amount_vs_description(amount_matching, description_matching)
+
+ elif description_matching:
+ return sorted(description_matching, key = lambda x: x["posting_date"], reverse=True)
+
+ else:
+ return []
+
+def check_matching_amount(bank_account, company, transaction):
+ payments = []
+ amount = transaction.credit if transaction.credit > 0 else transaction.debit
+
+ payment_type = "Receive" if transaction.credit > 0 else "Pay"
+ account_from_to = "paid_to" if transaction.credit > 0 else "paid_from"
+ currency_field = "paid_to_account_currency as currency" if transaction.credit > 0 else "paid_from_account_currency as currency"
+
+ payment_entries = frappe.get_all("Payment Entry", fields=["'Payment Entry' as doctype", "name", "paid_amount", "payment_type", "reference_no", "reference_date",
+ "party", "party_type", "posting_date", "{0}".format(currency_field)], filters=[["paid_amount", "like", "{0}%".format(amount)],
+ ["docstatus", "=", "1"], ["payment_type", "=", payment_type], ["ifnull(clearance_date, '')", "=", ""], ["{0}".format(account_from_to), "=", "{0}".format(bank_account)]])
+
+ if transaction.credit > 0:
+ journal_entries = frappe.db.sql("""
+ SELECT
+ 'Journal Entry' as doctype, je.name, je.posting_date, je.cheque_no as reference_no,
+ je.pay_to_recd_from as party, je.cheque_date as reference_date, jea.debit_in_account_currency as paid_amount
+ FROM
+ `tabJournal Entry Account` as jea
+ JOIN
+ `tabJournal Entry` as je
+ ON
+ jea.parent = je.name
+ WHERE
+ (je.clearance_date is null or je.clearance_date='0000-00-00')
+ AND
+ jea.account = %s
+ AND
+ jea.debit_in_account_currency like %s
+ AND
+ je.docstatus = 1
+ """, (bank_account, amount), as_dict=True)
+ else:
+ journal_entries = frappe.db.sql("""
+ SELECT
+ 'Journal Entry' as doctype, je.name, je.posting_date, je.cheque_no as reference_no,
+ je.pay_to_recd_from as party, je.cheque_date as reference_date, jea.credit_in_account_currency as paid_amount
+ FROM
+ `tabJournal Entry Account` as jea
+ JOIN
+ `tabJournal Entry` as je
+ ON
+ jea.parent = je.name
+ WHERE
+ (je.clearance_date is null or je.clearance_date='0000-00-00')
+ AND
+ jea.account = %s
+ AND
+ jea.credit_in_account_currency like %s
+ AND
+ je.docstatus = 1
+ """, (bank_account, amount), as_dict=True)
+
+ if transaction.credit > 0:
+ sales_invoices = frappe.db.sql("""
+ SELECT
+ 'Sales Invoice' as doctype, si.name, si.customer as party,
+ si.posting_date, sip.amount as paid_amount
+ FROM
+ `tabSales Invoice Payment` as sip
+ JOIN
+ `tabSales Invoice` as si
+ ON
+ sip.parent = si.name
+ WHERE
+ (sip.clearance_date is null or sip.clearance_date='0000-00-00')
+ AND
+ sip.account = %s
+ AND
+ sip.amount like %s
+ AND
+ si.docstatus = 1
+ """, (bank_account, amount), as_dict=True)
+ else:
+ sales_invoices = []
+
+ if transaction.debit > 0:
+ purchase_invoices = frappe.get_all("Purchase Invoice",
+ fields = ["'Purchase Invoice' as doctype", "name", "paid_amount", "supplier as party", "posting_date", "currency"],
+ filters=[
+ ["paid_amount", "like", "{0}%".format(amount)],
+ ["docstatus", "=", "1"],
+ ["is_paid", "=", "1"],
+ ["ifnull(clearance_date, '')", "=", ""],
+ ["cash_bank_account", "=", "{0}".format(bank_account)]
+ ]
+ )
+
+ mode_of_payments = [x["parent"] for x in frappe.db.get_list("Mode of Payment Account",
+ filters={"default_account": bank_account}, fields=["parent"])]
+
+ company_currency = get_company_currency(company)
+
+ expense_claims = frappe.get_all("Expense Claim",
+ fields=["'Expense Claim' as doctype", "name", "total_sanctioned_amount as paid_amount",
+ "employee as party", "posting_date", "'{0}' as currency".format(company_currency)],
+ filters=[
+ ["total_sanctioned_amount", "like", "{0}%".format(amount)],
+ ["docstatus", "=", "1"],
+ ["is_paid", "=", "1"],
+ ["ifnull(clearance_date, '')", "=", ""],
+ ["mode_of_payment", "in", "{0}".format(tuple(mode_of_payments))]
+ ]
+ )
+ else:
+ purchase_invoices = expense_claims = []
+
+ for data in [payment_entries, journal_entries, sales_invoices, purchase_invoices, expense_claims]:
+ if data:
+ payments.extend(data)
+
+ return payments
+
+def get_matching_descriptions_data(bank_account, transaction):
+ if not transaction.description :
+ return []
+
+ bank_transactions = frappe.db.sql("""
+ SELECT
+ bt.name, bt.description, bt.date, btp.payment_document, btp.payment_entry
+ FROM
+ `tabBank Transaction` as bt
+ LEFT JOIN
+ `tabBank Transaction Payments` as btp
+ ON
+ bt.name = btp.parent
+ WHERE
+ bt.allocated_amount > 0
+ AND
+ bt.docstatus = 1
+ """, as_dict=True)
+
+ selection = []
+ for bank_transaction in bank_transactions:
+ if bank_transaction.description:
+ seq=difflib.SequenceMatcher(lambda x: x == " ", transaction.description, bank_transaction.description)
+
+ if seq.ratio() > 0.6:
+ bank_transaction["ratio"] = seq.ratio()
+ selection.append(bank_transaction)
+
+ document_types = set([x["payment_document"] for x in selection])
+
+ links = {}
+ for document_type in document_types:
+ links[document_type] = [x["payment_entry"] for x in selection if x["payment_document"]==document_type]
+
+
+ data = []
+ for key, value in iteritems(links):
+ if key == "Payment Entry":
+ data.extend(frappe.get_all("Payment Entry", filters=[["name", "in", value]], fields=["'Payment Entry' as doctype", "posting_date", "party", "reference_no", "reference_date", "paid_amount"]))
+ if key == "Journal Entry":
+ data.extend(frappe.get_all("Journal Entry", filters=[["name", "in", value]], fields=["'Journal Entry' as doctype", "posting_date", "paid_to_recd_from as party", "cheque_no as reference_no", "cheque_date as reference_date"]))
+ if key == "Sales Invoice":
+ data.extend(frappe.get_all("Sales Invoice", filters=[["name", "in", value]], fields=["'Sales Invoice' as doctype", "posting_date", "customer_name as party"]))
+ if key == "Purchase Invoice":
+ data.append(frappe.get_all("Purchase Invoice", filters=[["name", "in", value]], fields=["'Purchase Invoice' as doctype", "posting_date", "supplier_name as party"]))
+ if key == "Purchase Invoice":
+ data.append(frappe.get_all("Expense Claim", filters=[["name", "in", value]], fields=["'Expense Claim' as doctype", "posting_date", "employee_name as party"]))
+
+ return data
+
+def check_amount_vs_description(amount_matching, description_matching):
+ result = []
+
+ if description_matching:
+ for am_match in amount_matching:
+ for des_match in description_matching:
+ if am_match["party"] == des_match["party"]:
+ if am_match not in result:
+ result.append(am_match)
+ continue
+
+ if hasattr(am_match, "reference_no") and hasattr(des_match, "reference_no"):
+ if difflib.SequenceMatcher(lambda x: x == " ", am_match["reference_no"], des_match["reference_no"]) > 70:
+ if am_match not in result:
+ result.append(am_match)
+ if result:
+ return sorted(result, key = lambda x: x["posting_date"], reverse=True)
+ else:
+ return sorted(amount_matching, key = lambda x: x["posting_date"], reverse=True)
+
+ else:
+ return sorted(amount_matching, key = lambda x: x["posting_date"], reverse=True)
+
+def get_matching_transactions_payments(description_matching):
+ payments = [x["payment_entry"] for x in description_matching]
+
+ payment_by_ratio = {x["payment_entry"]: x["ratio"] for x in description_matching}
+
+ if payments:
+ reference_payment_list = frappe.get_all("Payment Entry", fields=["name", "paid_amount", "payment_type", "reference_no", "reference_date",
+ "party", "party_type", "posting_date", "paid_to_account_currency"], filters=[["name", "in", payments]])
+
+ return sorted(reference_payment_list, key=lambda x: payment_by_ratio[x["name"]])
+
+ else:
+ return []
+
+def payment_entry_query(doctype, txt, searchfield, start, page_len, filters):
+ account = frappe.db.get_value("Bank Account", filters.get("bank_account"), "account")
+ if not account:
+ return
+
+ return frappe.db.sql("""
+ SELECT
+ name, party, paid_amount, received_amount, reference_no
+ FROM
+ `tabPayment Entry`
+ WHERE
+ (clearance_date is null or clearance_date='0000-00-00')
+ AND (paid_from = %(account)s or paid_to = %(account)s)
+ AND (name like %(txt)s or party like %(txt)s)
+ AND docstatus = 1
+ ORDER BY
+ if(locate(%(_txt)s, name), locate(%(_txt)s, name), 99999), name
+ LIMIT
+ %(start)s, %(page_len)s""",
+ {
+ 'txt': "%%%s%%" % txt,
+ '_txt': txt.replace("%", ""),
+ 'start': start,
+ 'page_len': page_len,
+ 'account': account
+ }
+ )
+
+def journal_entry_query(doctype, txt, searchfield, start, page_len, filters):
+ account = frappe.db.get_value("Bank Account", filters.get("bank_account"), "account")
+
+ return frappe.db.sql("""
+ SELECT
+ jea.parent, je.pay_to_recd_from,
+ if(jea.debit_in_account_currency > 0, jea.debit_in_account_currency, jea.credit_in_account_currency)
+ FROM
+ `tabJournal Entry Account` as jea
+ LEFT JOIN
+ `tabJournal Entry` as je
+ ON
+ jea.parent = je.name
+ WHERE
+ (je.clearance_date is null or je.clearance_date='0000-00-00')
+ AND
+ jea.account = %(account)s
+ AND
+ (jea.parent like %(txt)s or je.pay_to_recd_from like %(txt)s)
+ AND
+ je.docstatus = 1
+ ORDER BY
+ if(locate(%(_txt)s, jea.parent), locate(%(_txt)s, jea.parent), 99999),
+ jea.parent
+ LIMIT
+ %(start)s, %(page_len)s""",
+ {
+ 'txt': "%%%s%%" % txt,
+ '_txt': txt.replace("%", ""),
+ 'start': start,
+ 'page_len': page_len,
+ 'account': account
+ }
+ )
+
+def sales_invoices_query(doctype, txt, searchfield, start, page_len, filters):
+ return frappe.db.sql("""
+ SELECT
+ sip.parent, si.customer, sip.amount, sip.mode_of_payment
+ FROM
+ `tabSales Invoice Payment` as sip
+ LEFT JOIN
+ `tabSales Invoice` as si
+ ON
+ sip.parent = si.name
+ WHERE
+ (sip.clearance_date is null or sip.clearance_date='0000-00-00')
+ AND
+ (sip.parent like %(txt)s or si.customer like %(txt)s)
+ ORDER BY
+ if(locate(%(_txt)s, sip.parent), locate(%(_txt)s, sip.parent), 99999),
+ sip.parent
+ LIMIT
+ %(start)s, %(page_len)s""",
+ {
+ 'txt': "%%%s%%" % txt,
+ '_txt': txt.replace("%", ""),
+ 'start': start,
+ 'page_len': page_len
+ }
+ )
\ No newline at end of file
diff --git a/erpnext/accounts/page/bank_reconciliation/bank_transaction_header.html b/erpnext/accounts/page/bank_reconciliation/bank_transaction_header.html
new file mode 100644
index 00000000000..94f183b793b
--- /dev/null
+++ b/erpnext/accounts/page/bank_reconciliation/bank_transaction_header.html
@@ -0,0 +1,21 @@
+
diff --git a/erpnext/accounts/page/bank_reconciliation/bank_transaction_row.html b/erpnext/accounts/page/bank_reconciliation/bank_transaction_row.html
new file mode 100644
index 00000000000..742b84c63f5
--- /dev/null
+++ b/erpnext/accounts/page/bank_reconciliation/bank_transaction_row.html
@@ -0,0 +1,36 @@
+
+
+
+
+ {%= frappe.datetime.str_to_user(date) %}
+
+
+ {{ description }}
+
+
+ {%= format_currency(debit, currency) %}
+
+
+ {%= format_currency(credit, currency) %}
+
+
+ {{ currency }}
+
+
+
+
+
diff --git a/erpnext/accounts/page/bank_reconciliation/linked_payment_header.html b/erpnext/accounts/page/bank_reconciliation/linked_payment_header.html
new file mode 100644
index 00000000000..4542c36e0dc
--- /dev/null
+++ b/erpnext/accounts/page/bank_reconciliation/linked_payment_header.html
@@ -0,0 +1,21 @@
+
diff --git a/erpnext/accounts/page/bank_reconciliation/linked_payment_row.html b/erpnext/accounts/page/bank_reconciliation/linked_payment_row.html
new file mode 100644
index 00000000000..bdbc9fce033
--- /dev/null
+++ b/erpnext/accounts/page/bank_reconciliation/linked_payment_row.html
@@ -0,0 +1,36 @@
+
+
+
+ {{ name }}
+
+
+ {% if (typeof reference_date !== "undefined") %}
+ {%= frappe.datetime.str_to_user(reference_date) %}
+ {% else %}
+ {% if (typeof posting_date !== "undefined") %}
+ {%= frappe.datetime.str_to_user(posting_date) %}
+ {% endif %}
+ {% endif %}
+
+
+ {{ format_currency(paid_amount, currency) }}
+
+
+ {% if (typeof party !== "undefined") %}
+ {{ party }}
+ {% endif %}
+
+
+ {% if (typeof reference_no !== "undefined") %}
+ {{ reference_no }}
+ {% else %}
+ {{ "" }}
+ {% endif %}
+
+
+
+ {{ __("Reconcile") }}
+
+
+
+
\ No newline at end of file
diff --git a/erpnext/accounts/print_format/bank_and_cash_payment_voucher/bank_and_cash_payment_voucher.html b/erpnext/accounts/print_format/bank_and_cash_payment_voucher/bank_and_cash_payment_voucher.html
index 2eadb2a92ac..69e42c3bdbc 100644
--- a/erpnext/accounts/print_format/bank_and_cash_payment_voucher/bank_and_cash_payment_voucher.html
+++ b/erpnext/accounts/print_format/bank_and_cash_payment_voucher/bank_and_cash_payment_voucher.html
@@ -6,17 +6,18 @@
-
+
+ {% set gl = frappe.get_list(doctype="GL Entry", fields=["account", "party_type", "party", "debit", "credit", "remarks"], filters={"voucher_type": doc.doctype, "voucher_no": doc.name}) %}
{%- if not doc.get("print_heading") and not doc.get("select_print_heading")
and doc.set("select_print_heading", _("Payment Entry")) -%}{%- endif -%}
{{ add_header(0, 1, doc, letter_head, no_letterhead, print_settings) }}
-
+
Voucher No: {{ doc.name }}
-
+
Date: {{ frappe.utils.formatdate(doc.creation) }}
@@ -30,53 +31,46 @@
Party
Amount
+
+ Debit
+
+ {% for entries in gl %}
+ {% if entries.credit == 0.0 %}
+
+ {{ entries.account }}
+ {{ entries.party_type }}
+ {{ entries.party }}
+ {{ entries.debit }}
+
+
+ Narration {{ entries.remarks }}
+
+ {% endif %}
+ {% endfor %}
+
+ Total (debit)
+ {{ gl | sum(attribute='debit') }}
+
Credit
- {% set total_credit = 0 -%}
- {% for entries in doc.gl_entries %}
+ {% for entries in gl %}
{% if entries.debit == 0.0 %}
{{ entries.account }}
{{ entries.party_type }}
{{ entries.party }}
{{ entries.credit }}
- {% set total_credit = total_credit + entries.credit -%}
Narration {{ entries.remarks }}
+ {% endif %}
+ {% endfor %}
Total (credit)
- {{total_credit}}
+ {{ gl | sum(attribute='credit') }}
- {% endif %}
- {% endfor %}
-
-
-
-
- Debit
-
- {% set total_debit = 0 -%}
- {% for entries in doc.gl_entries %}
- {% if entries.credit == 0.0 %}
-
- {{ entries.account }}
- {{ entries.party_type }}
- {{ entries.party }}
- {% set total_debit = total_debit + entries.debit -%}
- {{ entries.debit }}
-
-
- Narration {{ entries.remarks }}
-
-
- Total (debit)
- {{total_debit}}
-
- {% endif %}
- {% endfor %}
\ No newline at end of file
diff --git a/erpnext/accounts/print_format/journal_auditing_voucher/journal_auditing_voucher.html b/erpnext/accounts/print_format/journal_auditing_voucher/journal_auditing_voucher.html
index 4565559084a..13515179816 100644
--- a/erpnext/accounts/print_format/journal_auditing_voucher/journal_auditing_voucher.html
+++ b/erpnext/accounts/print_format/journal_auditing_voucher/journal_auditing_voucher.html
@@ -3,26 +3,25 @@
.table-bordered td.top-bottom {border-top: none !important;border-bottom: none !important;}
.table-bordered td.right{border-right: none !important;}
.table-bordered td.left{border-left: none !important;}
-
-
-
+
+ {% set gl = frappe.get_list(doctype="GL Entry", fields=["account", "party_type", "party", "debit", "credit", "remarks"], filters={"voucher_type": doc.doctype, "voucher_no": doc.name}) %}
{%- if not doc.get("print_heading") and not doc.get("select_print_heading")
and doc.set("select_print_heading", _("Journal Entry")) -%}{%- endif -%}
{{ add_header(0, 1, doc, letter_head, no_letterhead, print_settings) }}
-
-
+
+
- Voucher No: {{ doc.name }}
+ Voucher No: {{ doc.name }}
-
+
Date: {{ frappe.utils.formatdate(doc.creation) }}
-
+
Account
@@ -30,47 +29,43 @@
Party
Amount
+
+ Debit
+
+ {% for entries in gl %}
+ {% if entries.credit == 0.0 %}
+
+ {{ entries.account }}
+ {{ entries.party_type }}
+ {{ entries.party }}
+ {{ entries.debit }}
+
+ {% endif %}
+ {% endfor %}
+
+ Total (debit)
+ {{ gl | sum(attribute='debit') }}
+
Credit
- {% set total_credit = 0 -%}
- {% for entries in doc.gl_entries %}
+ {% for entries in gl %}
{% if entries.debit == 0.0 %}
{{ entries.account }}
{{ entries.party_type }}
{{ entries.party }}
{{ entries.credit }}
- {% set total_credit = total_credit + entries.credit -%}
-
-
- Total (credit)
- {{total_credit}}
{% endif %}
{% endfor %}
-
+ Total (credit)
+ {{ gl | sum(attribute='credit') }}
- Debit
+ Narration: {{ gl[0].remarks }}
- {% set total_debit = 0 -%}
- {% for entries in doc.gl_entries %}
- {% if entries.credit == 0.0 %}
-
- {{ entries.account }}
- {{ entries.party_type }}
- {{ entries.party }}
- {% set total_debit = total_debit + entries.debit -%}
- {{ entries.debit }}
-
-
- Total (debit)
- {{total_debit}}
-
- {% endif %}
- {% endfor %}
\ No newline at end of file
diff --git a/erpnext/accounts/print_format/purchase_auditing_voucher/purchase_auditing_voucher.html b/erpnext/accounts/print_format/purchase_auditing_voucher/purchase_auditing_voucher.html
index 35852e1e1c8..a7c3bce0b4f 100644
--- a/erpnext/accounts/print_format/purchase_auditing_voucher/purchase_auditing_voucher.html
+++ b/erpnext/accounts/print_format/purchase_auditing_voucher/purchase_auditing_voucher.html
@@ -1,10 +1,11 @@
{%- from "templates/print_formats/standard_macros.html" import add_header -%}
-
+
+ {% set gl = frappe.get_list(doctype="GL Entry", fields=["account", "party_type", "party", "debit", "credit", "remarks"], filters={"voucher_type": doc.doctype, "voucher_no": doc.name}) %}
{%- if not doc.get("print_heading") and not doc.get("select_print_heading")
and doc.set("select_print_heading", _("Purchase Invoice")) -%}{%- endif -%}
{{ add_header(0, 1, doc, letter_head, no_letterhead, print_settings) }}
-
+
Supplier Name: {{ doc.supplier }}
Due Date: {{ frappe.utils.formatdate(doc.due_date) }}
@@ -13,7 +14,7 @@
Mobile no: {{doc.contact_mobile}}
-
+
Voucher No: {{ doc.name }}
Date: {{ frappe.utils.formatdate(doc.creation) }}
@@ -49,21 +50,27 @@
-
+
Total Quantity: {{ doc.total_qty }}
Total: {{doc.total}}
Net Weight: {{ doc.total_net_weight }}
-
+
Tax and Charges: {{doc.taxes_and_charges}}
{% for tax in doc.taxes %}
- {{ tax.account_head }}: {{ tax.tax_amount_after_discount_amount }}
+ {% if tax.tax_amount_after_discount_amount!= 0 %}
+ {{ tax.account_head }}: {{ tax.tax_amount_after_discount_amount }}
+ {% endif %}
{% endfor %}
+ {% if doc.taxes_and_charges_added!= 0 %}
Taxes and Charges Added: {{ doc.taxes_and_charges_added }}
+ {% endif %}
+ {% if doc.taxes_and_charges_deducted!= 0 %}
Taxes and Charges Deducted: {{ doc.taxes_and_charges_deducted }}
+ {% endif %}
Total Taxes and Charges: {{ doc.total_taxes_and_charges }}
Net Payable: {{ doc.grand_total }}
@@ -76,17 +83,17 @@
Account
Party Type
Party
-
Credit Amount
Debit Amount
+
Credit Amount
- {% for entries in doc.gl_entries %}
+ {% for entries in gl %}
{{ loop.index }}
{{ entries.account }}
{{ entries.party_type }}
{{ entries.party }}
- {{ entries.credit }}
{{ entries.debit }}
+ {{ entries.credit }}
{% endfor %}
diff --git a/erpnext/accounts/print_format/sales_auditing_voucher/sales_auditing_voucher.html b/erpnext/accounts/print_format/sales_auditing_voucher/sales_auditing_voucher.html
index 04de83de708..ef4ada14a3e 100644
--- a/erpnext/accounts/print_format/sales_auditing_voucher/sales_auditing_voucher.html
+++ b/erpnext/accounts/print_format/sales_auditing_voucher/sales_auditing_voucher.html
@@ -1,10 +1,11 @@
{%- from "templates/print_formats/standard_macros.html" import add_header -%}
-
+
+ {% set gl = frappe.get_list(doctype="GL Entry", fields=["account", "party_type", "party", "debit", "credit", "remarks"], filters={"voucher_type": doc.doctype, "voucher_no": doc.name}) %}
{%- if not doc.get("print_heading") and not doc.get("select_print_heading")
and doc.set("select_print_heading", _("Sales Invoice")) -%}{%- endif -%}
{{ add_header(0, 1, doc, letter_head, no_letterhead, print_settings) }}
-
+
Customer Name: {{ doc.customer }}
Due Date: {{ frappe.utils.formatdate(doc.due_date) }}
@@ -13,7 +14,7 @@
Mobile no: {{doc.contact_mobile}}
-
+
Voucher No: {{ doc.name }}
Date: {{ frappe.utils.formatdate(doc.creation) }}
@@ -45,18 +46,20 @@
-
+
Total Quantity: {{ doc.total_qty }}
Total: {{doc.total}}
Net Weight: {{ doc.total_net_weight }}
-
+
Tax and Charges: {{doc.taxes_and_charges}}
{% for tax in doc.taxes %}
- {{ tax.account_head }}: {{ tax.tax_amount_after_discount_amount }}
+ {% if tax.tax_amount_after_discount_amount!= 0 %}
+ {{ tax.account_head }}: {{ tax.tax_amount_after_discount_amount }}
+ {% endif %}
{% endfor %}
Total Taxes and Charges: {{ doc.total_taxes_and_charges }}
Net Payable: {{ doc.grand_total }}
@@ -70,17 +73,17 @@
Account
Party Type
Party
- Credit Amount
Debit Amount
+ Credit Amount
- {% for entries in doc.gl_entries %}
+ {% for entries in gl %}
{{ loop.index }}
{{ entries.account }}
{{ entries.party_type }}
{{ entries.party }}
- {{ entries.credit }}
{{ entries.debit }}
+ {{ entries.credit }}
{% endfor %}
diff --git a/erpnext/accounts/report/accounts_receivable/accounts_receivable.py b/erpnext/accounts/report/accounts_receivable/accounts_receivable.py
index b8c98542dc4..d49a33bd016 100755
--- a/erpnext/accounts/report/accounts_receivable/accounts_receivable.py
+++ b/erpnext/accounts/report/accounts_receivable/accounts_receivable.py
@@ -194,10 +194,9 @@ class ReceivablePayableReport(object):
self.payment_term_map = self.get_payment_term_detail(voucher_nos)
for gle in gl_entries_data:
- if self.is_receivable_or_payable(gle, self.dr_or_cr, future_vouchers):
+ if self.is_receivable_or_payable(gle, self.dr_or_cr, future_vouchers, return_entries):
outstanding_amount, credit_note_amount, payment_amount = self.get_outstanding_amount(
gle,self.filters.report_date, self.dr_or_cr, return_entries)
-
temp_outstanding_amt = outstanding_amount
temp_credit_note_amt = credit_note_amount
@@ -377,7 +376,7 @@ class ReceivablePayableReport(object):
# returns a generator
return self.get_gl_entries(party_type, report_date)
- def is_receivable_or_payable(self, gle, dr_or_cr, future_vouchers):
+ def is_receivable_or_payable(self, gle, dr_or_cr, future_vouchers, return_entries):
return (
# advance
(not gle.against_voucher) or
@@ -388,30 +387,37 @@ class ReceivablePayableReport(object):
# sales invoice/purchase invoice
(gle.against_voucher==gle.voucher_no and gle.get(dr_or_cr) > 0) or
+ # standalone credit notes
+ (gle.against_voucher==gle.voucher_no and gle.voucher_no in return_entries and not return_entries.get(gle.voucher_no)) or
+
# entries adjusted with future vouchers
((gle.against_voucher_type, gle.against_voucher) in future_vouchers)
)
def get_return_entries(self, party_type):
doctype = "Sales Invoice" if party_type=="Customer" else "Purchase Invoice"
- return [d.name for d in frappe.get_all(doctype, filters={"is_return": 1, "docstatus": 1})]
+ return_entries = frappe._dict(frappe.get_all(doctype,
+ filters={"is_return": 1, "docstatus": 1}, fields=["name", "return_against"], as_list=1))
+ return return_entries
def get_outstanding_amount(self, gle, report_date, dr_or_cr, return_entries):
payment_amount, credit_note_amount = 0.0, 0.0
reverse_dr_or_cr = "credit" if dr_or_cr=="debit" else "debit"
-
for e in self.get_gl_entries_for(gle.party, gle.party_type, gle.voucher_type, gle.voucher_no):
- if getdate(e.posting_date) <= report_date and e.name!=gle.name:
+ if getdate(e.posting_date) <= report_date \
+ and (e.name!=gle.name or (e.voucher_no in return_entries and not return_entries.get(e.voucher_no))):
+
amount = flt(e.get(reverse_dr_or_cr), self.currency_precision) - flt(e.get(dr_or_cr), self.currency_precision)
if e.voucher_no not in return_entries:
payment_amount += amount
else:
credit_note_amount += amount
- outstanding_amount = (flt((flt(gle.get(dr_or_cr), self.currency_precision)
- - flt(gle.get(reverse_dr_or_cr), self.currency_precision)
- - payment_amount - credit_note_amount), self.currency_precision))
+ voucher_amount = flt(gle.get(dr_or_cr), self.currency_precision) - flt(gle.get(reverse_dr_or_cr), self.currency_precision)
+ if gle.voucher_no in return_entries and not return_entries.get(gle.voucher_no):
+ voucher_amount = 0
+ outstanding_amount = flt((voucher_amount - payment_amount - credit_note_amount), self.currency_precision)
credit_note_amount = flt(credit_note_amount, self.currency_precision)
return outstanding_amount, credit_note_amount, payment_amount
diff --git a/erpnext/accounts/report/sales_register/sales_register.py b/erpnext/accounts/report/sales_register/sales_register.py
index d37caaf59d7..de60995ca22 100644
--- a/erpnext/accounts/report/sales_register/sales_register.py
+++ b/erpnext/accounts/report/sales_register/sales_register.py
@@ -157,7 +157,7 @@ def get_conditions(filters):
conditions += """ and exists(select name from `tabSales Invoice Item`
where parent=`tabSales Invoice`.name
and ifnull(`tabSales Invoice Item`.brand, '') = %(brand)s)"""
-
+
if filters.get("item_group"):
conditions += """ and exists(select name from `tabSales Invoice Item`
where parent=`tabSales Invoice`.name
@@ -171,7 +171,7 @@ def get_invoices(filters, additional_query_columns):
conditions = get_conditions(filters)
return frappe.db.sql("""
- select name, posting_date, debit_to, project, customer,
+ select name, posting_date, debit_to, project, customer,
customer_name, owner, remarks, territory, tax_id, customer_group,
base_net_total, base_grand_total, base_rounded_total, outstanding_amount {0}
from `tabSales Invoice`
diff --git a/erpnext/accounts/utils.py b/erpnext/accounts/utils.py
index 2de51041830..e9ae6ee21ac 100644
--- a/erpnext/accounts/utils.py
+++ b/erpnext/accounts/utils.py
@@ -615,7 +615,7 @@ def get_held_invoices(party_type, party):
return held_invoices
-def get_outstanding_invoices(party_type, party, account, condition=None, limit=None):
+def get_outstanding_invoices(party_type, party, account, condition=None):
outstanding_invoices = []
precision = frappe.get_precision("Sales Invoice", "outstanding_amount") or 2
@@ -628,7 +628,6 @@ def get_outstanding_invoices(party_type, party, account, condition=None, limit=N
invoice = 'Sales Invoice' if erpnext.get_party_account_type(party_type) == 'Receivable' else 'Purchase Invoice'
held_invoices = get_held_invoices(party_type, party)
- limit_cond = "limit %s" % limit if limit else ""
invoice_list = frappe.db.sql("""
select
@@ -643,11 +642,10 @@ def get_outstanding_invoices(party_type, party, account, condition=None, limit=N
and (against_voucher = '' or against_voucher is null))
or (voucher_type not in ('Journal Entry', 'Payment Entry')))
group by voucher_type, voucher_no
- order by posting_date, name {limit_cond}""".format(
+ order by posting_date, name""".format(
dr_or_cr=dr_or_cr,
invoice = invoice,
- condition=condition or "",
- limit_cond = limit_cond
+ condition=condition or ""
), {
"party_type": party_type,
"party": party,
diff --git a/erpnext/assets/doctype/asset/asset.js b/erpnext/assets/doctype/asset/asset.js
index ed02d87e446..18ba8f9b5cb 100644
--- a/erpnext/assets/doctype/asset/asset.js
+++ b/erpnext/assets/doctype/asset/asset.js
@@ -31,7 +31,7 @@ frappe.ui.form.on('Asset', {
}
};
});
-
+
frm.set_query("cost_center", function() {
return {
"filters": {
@@ -206,12 +206,10 @@ frappe.ui.form.on('Asset', {
erpnext.asset.set_accululated_depreciation(frm);
},
- depreciation_method: function(frm) {
- frm.events.make_schedules_editable(frm);
- },
-
make_schedules_editable: function(frm) {
- var is_editable = frm.doc.depreciation_method==="Manual" ? true : false;
+ var is_editable = frm.doc.finance_books.filter(d => d.depreciation_method == "Manual").length > 0
+ ? true : false;
+
frm.toggle_enable("schedules", is_editable);
frm.fields_dict["schedules"].grid.toggle_enable("schedule_date", is_editable);
frm.fields_dict["schedules"].grid.toggle_enable("depreciation_amount", is_editable);
@@ -296,6 +294,44 @@ frappe.ui.form.on('Asset', {
})
frm.toggle_reqd("finance_books", frm.doc.calculate_depreciation);
+ },
+
+ set_depreciation_rate: function(frm, row) {
+ if (row.total_number_of_depreciations && row.frequency_of_depreciation) {
+ frappe.call({
+ method: "get_depreciation_rate",
+ doc: frm.doc,
+ args: row,
+ callback: function(r) {
+ if (r.message) {
+ frappe.model.set_value(row.doctype, row.name, "rate_of_depreciation", r.message);
+ }
+ }
+ });
+ }
+ }
+});
+
+frappe.ui.form.on('Asset Finance Book', {
+ depreciation_method: function(frm, cdt, cdn) {
+ const row = locals[cdt][cdn];
+ frm.events.set_depreciation_rate(frm, row);
+ frm.events.make_schedules_editable(frm);
+ },
+
+ expected_value_after_useful_life: function(frm, cdt, cdn) {
+ const row = locals[cdt][cdn];
+ frm.events.set_depreciation_rate(frm, row);
+ },
+
+ frequency_of_depreciation: function(frm, cdt, cdn) {
+ const row = locals[cdt][cdn];
+ frm.events.set_depreciation_rate(frm, row);
+ },
+
+ total_number_of_depreciations: function(frm, cdt, cdn) {
+ const row = locals[cdt][cdn];
+ frm.events.set_depreciation_rate(frm, row);
}
});
diff --git a/erpnext/assets/doctype/asset/asset.json b/erpnext/assets/doctype/asset/asset.json
index bbe92f636a7..45df6c838b7 100644
--- a/erpnext/assets/doctype/asset/asset.json
+++ b/erpnext/assets/doctype/asset/asset.json
@@ -1,1942 +1,1999 @@
{
- "allow_copy": 0,
+ "allow_copy": 0,
"allow_events_in_timeline": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 1,
- "autoname": "naming_series:",
- "beta": 0,
- "creation": "2016-03-01 17:01:27.920130",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Document",
- "editable_grid": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 1,
+ "autoname": "naming_series:",
+ "beta": 0,
+ "creation": "2016-03-01 17:01:27.920130",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Document",
+ "editable_grid": 0,
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "default": "",
- "fieldname": "naming_series",
- "fieldtype": "Select",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Naming Series",
- "length": 0,
- "no_copy": 0,
- "options": "ACC-ASS-.YYYY.-",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "",
+ "fetch_if_empty": 0,
+ "fieldname": "naming_series",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Naming Series",
+ "length": 0,
+ "no_copy": 0,
+ "options": "ACC-ASS-.YYYY.-",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "asset_name",
- "fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 0,
- "label": "Asset Name",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "asset_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Asset Name",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "item_code",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 1,
- "label": "Item Code",
- "length": 0,
- "no_copy": 0,
- "options": "Item",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fetch_from": "item_code.item_name",
- "fieldname": "item_name",
- "fieldtype": "Read Only",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Item Name",
- "length": 0,
- "no_copy": 0,
- "options": "",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fetch_from": "item_code.asset_category",
- "fieldname": "asset_category",
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "item_code",
"fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 1,
- "in_list_view": 1,
- "in_standard_filter": 1,
- "label": "Asset Category",
- "length": 0,
- "no_copy": 0,
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 1,
+ "label": "Item Code",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Item",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_from": "item_code.item_name",
+ "fetch_if_empty": 0,
+ "fieldname": "item_name",
+ "fieldtype": "Read Only",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Item Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_from": "item_code.asset_category",
+ "fetch_if_empty": 0,
+ "fieldname": "asset_category",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 1,
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Asset Category",
+ "length": 0,
+ "no_copy": 0,
"options": "Asset Category",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
+ "permlevel": 0,
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+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 1,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "other_details",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Other Details",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
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+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 1,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "Draft",
+ "fetch_if_empty": 0,
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Status",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Draft\nSubmitted\nPartially Depreciated\nFully Depreciated\nSold\nScrapped\nIn Maintenance\nOut of Order\nIssue\nReceipt",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "0",
+ "fetch_if_empty": 0,
+ "fieldname": "booked_fixed_asset",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Booked Fixed Asset",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
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+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "column_break_51",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "purchase_receipt",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Purchase Receipt",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Purchase Receipt",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "purchase_receipt_amount",
+ "fieldtype": "Currency",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Purchase Receipt Amount",
+ "length": 0,
+ "no_copy": 1,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "purchase_invoice",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Purchase Invoice",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Purchase Invoice",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_from": "company.default_finance_book",
+ "fetch_if_empty": 0,
+ "fieldname": "default_finance_book",
+ "fieldtype": "Link",
+ "hidden": 1,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Default Finance Book",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Finance Book",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Asset",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "idx": 72,
- "image_field": "image",
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 1,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2019-02-12 11:29:01.747819",
- "modified_by": "Administrator",
- "module": "Assets",
- "name": "Asset",
- "name_case": "",
- "owner": "Administrator",
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 72,
+ "image_field": "image",
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2019-04-15 11:13:23.295772",
+ "modified_by": "Administrator",
+ "module": "Assets",
+ "name": "Asset",
+ "name_case": "",
+ "owner": "Administrator",
"permissions": [
{
- "amend": 1,
- "cancel": 1,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 1,
- "if_owner": 0,
- "import": 1,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Accounts User",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 1,
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 1,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Accounts User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
"write": 1
- },
+ },
{
- "amend": 0,
- "cancel": 1,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Quality Manager",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 1,
+ "amend": 0,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Quality Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
"write": 1
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 1,
- "show_name_in_global_search": 1,
- "sort_field": "modified",
- "sort_order": "DESC",
- "title_field": "asset_name",
- "track_changes": 0,
- "track_seen": 0,
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 1,
+ "show_name_in_global_search": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "asset_name",
+ "track_changes": 0,
+ "track_seen": 0,
"track_views": 0
}
\ No newline at end of file
diff --git a/erpnext/assets/doctype/asset/asset.py b/erpnext/assets/doctype/asset/asset.py
index cfacb5ab494..8011038b1b1 100644
--- a/erpnext/assets/doctype/asset/asset.py
+++ b/erpnext/assets/doctype/asset/asset.py
@@ -3,8 +3,9 @@
# For license information, please see license.txt
from __future__ import unicode_literals
-import frappe, erpnext
+import frappe, erpnext, math, json
from frappe import _
+from six import string_types
from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff
from frappe.model.document import Document
from erpnext.assets.doctype.asset_category.asset_category import get_asset_category_account
@@ -20,6 +21,7 @@ class Asset(AccountsController):
self.validate_item()
self.set_missing_values()
if self.calculate_depreciation:
+ self.set_depreciation_rate()
self.make_depreciation_schedule()
self.set_accumulated_depreciation()
else:
@@ -89,17 +91,22 @@ class Asset(AccountsController):
if self.is_existing_asset:
return
- date = nowdate()
docname = self.purchase_receipt or self.purchase_invoice
if docname:
doctype = 'Purchase Receipt' if self.purchase_receipt else 'Purchase Invoice'
date = frappe.db.get_value(doctype, docname, 'posting_date')
- if self.available_for_use_date and getdate(self.available_for_use_date) < getdate(date):
+ if self.available_for_use_date and getdate(self.available_for_use_date) < getdate(self.purchase_date):
frappe.throw(_("Available-for-use Date should be after purchase date"))
+ def set_depreciation_rate(self):
+ for d in self.get("finance_books"):
+ d.rate_of_depreciation = self.get_depreciation_rate(d)
+
def make_depreciation_schedule(self):
- if self.depreciation_method != 'Manual':
+ depreciation_method = [d.depreciation_method for d in self.finance_books]
+
+ if 'Manual' not in depreciation_method:
self.schedules = []
if not self.get("schedules") and self.available_for_use_date:
@@ -254,14 +261,16 @@ class Asset(AccountsController):
return flt(self.get('finance_books')[cint(idx)-1].value_after_depreciation)
def get_depreciation_amount(self, depreciable_value, total_number_of_depreciations, row):
- percentage_value = 100.0 if row.depreciation_method == 'Written Down Value' else 200.0
+ if row.depreciation_method in ["Straight Line", "Manual"]:
+ amt = (flt(self.gross_purchase_amount) - flt(row.expected_value_after_useful_life) -
+ flt(self.opening_accumulated_depreciation))
- factor = percentage_value / cint(total_number_of_depreciations)
- depreciation_amount = flt(depreciable_value * factor / 100, 0)
-
- value_after_depreciation = flt(depreciable_value) - depreciation_amount
- if value_after_depreciation < flt(row.expected_value_after_useful_life):
- depreciation_amount = flt(depreciable_value) - flt(row.expected_value_after_useful_life)
+ depreciation_amount = amt * row.rate_of_depreciation
+ else:
+ depreciation_amount = flt(depreciable_value) * (flt(row.rate_of_depreciation) / 100)
+ value_after_depreciation = flt(depreciable_value) - depreciation_amount
+ if value_after_depreciation < flt(row.expected_value_after_useful_life):
+ depreciation_amount = flt(depreciable_value) - flt(row.expected_value_after_useful_life)
return depreciation_amount
@@ -394,6 +403,32 @@ class Asset(AccountsController):
make_gl_entries(gl_entries)
self.db_set('booked_fixed_asset', 1)
+ def get_depreciation_rate(self, args):
+ if isinstance(args, string_types):
+ args = json.loads(args)
+
+ number_of_depreciations_booked = 0
+ if self.is_existing_asset:
+ number_of_depreciations_booked = self.number_of_depreciations_booked
+
+ float_precision = cint(frappe.db.get_default("float_precision")) or 2
+ tot_no_of_depreciation = flt(args.get("total_number_of_depreciations")) - flt(number_of_depreciations_booked)
+
+ if args.get("depreciation_method") in ["Straight Line", "Manual"]:
+ return 1.0 / tot_no_of_depreciation
+
+ if args.get("depreciation_method") == 'Double Declining Balance':
+ return 200.0 / args.get("total_number_of_depreciations")
+
+ if args.get("depreciation_method") == "Written Down Value" and not args.get("rate_of_depreciation"):
+ no_of_years = flt(args.get("total_number_of_depreciations") * flt(args.get("frequency_of_depreciation"))) / 12
+ value = flt(args.get("expected_value_after_useful_life")) / flt(self.gross_purchase_amount)
+
+ # square root of flt(salvage_value) / flt(asset_cost)
+ depreciation_rate = math.pow(value, 1.0/flt(no_of_years, 2))
+
+ return 100 * (1 - flt(depreciation_rate, float_precision))
+
def update_maintenance_status():
assets = frappe.get_all('Asset', filters = {'docstatus': 1, 'maintenance_required': 1})
@@ -480,7 +515,6 @@ def create_asset_adjustment(asset, asset_category, company):
@frappe.whitelist()
def transfer_asset(args):
- import json
args = json.loads(args)
if args.get('serial_no'):
@@ -557,4 +591,4 @@ def make_journal_entry(asset_name):
return je
def is_cwip_accounting_disabled():
- return cint(frappe.db.get_single_value("Asset Settings", "disable_cwip_accounting"))
\ No newline at end of file
+ return cint(frappe.db.get_single_value("Asset Settings", "disable_cwip_accounting"))
diff --git a/erpnext/assets/doctype/asset/test_asset.py b/erpnext/assets/doctype/asset/test_asset.py
index a12348e451b..985097b447d 100644
--- a/erpnext/assets/doctype/asset/test_asset.py
+++ b/erpnext/assets/doctype/asset/test_asset.py
@@ -160,9 +160,9 @@ class TestAsset(unittest.TestCase):
asset.save()
expected_schedules = [
- ["2020-06-06", 66667.0, 66667.0],
- ["2021-04-06", 22222.0, 88889.0],
- ["2022-02-06", 1111.0, 90000.0]
+ ["2020-06-06", 66666.67, 66666.67],
+ ["2021-04-06", 22222.22, 88888.89],
+ ["2022-02-06", 1111.11, 90000.0]
]
schedules = [[cstr(d.schedule_date), d.depreciation_amount, d.accumulated_depreciation_amount]
@@ -192,8 +192,8 @@ class TestAsset(unittest.TestCase):
asset.save()
expected_schedules = [
- ["2020-06-06", 33333.0, 83333.0],
- ["2021-04-06", 6667.0, 90000.0]
+ ["2020-06-06", 33333.33, 83333.33],
+ ["2021-04-06", 6666.67, 90000.0]
]
schedules = [[cstr(d.schedule_date), d.depreciation_amount, d.accumulated_depreciation_amount]
@@ -209,7 +209,7 @@ class TestAsset(unittest.TestCase):
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
asset = frappe.get_doc('Asset', asset_name)
asset.calculate_depreciation = 1
- asset.purchase_date = '2020-06-06'
+ asset.purchase_date = '2020-01-30'
asset.is_existing_asset = 0
asset.available_for_use_date = "2020-01-30"
asset.append("finance_books", {
@@ -244,7 +244,7 @@ class TestAsset(unittest.TestCase):
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
asset = frappe.get_doc('Asset', asset_name)
asset.calculate_depreciation = 1
- asset.purchase_date = '2020-06-06'
+ asset.purchase_date = '2020-01-30'
asset.available_for_use_date = "2020-01-30"
asset.append("finance_books", {
"expected_value_after_useful_life": 10000,
@@ -277,6 +277,37 @@ class TestAsset(unittest.TestCase):
self.assertEqual(gle, expected_gle)
self.assertEqual(asset.get("value_after_depreciation"), 0)
+ def test_depreciation_entry_for_wdv(self):
+ pr = make_purchase_receipt(item_code="Macbook Pro",
+ qty=1, rate=8000.0, location="Test Location")
+
+ asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
+ asset = frappe.get_doc('Asset', asset_name)
+ asset.calculate_depreciation = 1
+ asset.available_for_use_date = '2030-06-06'
+ asset.purchase_date = '2030-06-06'
+ asset.append("finance_books", {
+ "expected_value_after_useful_life": 1000,
+ "depreciation_method": "Written Down Value",
+ "total_number_of_depreciations": 3,
+ "frequency_of_depreciation": 12,
+ "depreciation_start_date": "2030-12-31"
+ })
+ asset.save(ignore_permissions=True)
+
+ self.assertEqual(asset.finance_books[0].rate_of_depreciation, 50.0)
+
+ expected_schedules = [
+ ["2030-12-31", 4000.0, 4000.0],
+ ["2031-12-31", 2000.0, 6000.0],
+ ["2032-12-31", 1000.0, 7000.0],
+ ]
+
+ schedules = [[cstr(d.schedule_date), flt(d.depreciation_amount, 2), flt(d.accumulated_depreciation_amount, 2)]
+ for d in asset.get("schedules")]
+
+ self.assertEqual(schedules, expected_schedules)
+
def test_depreciation_entry_cancellation(self):
pr = make_purchase_receipt(item_code="Macbook Pro",
qty=1, rate=100000.0, location="Test Location")
diff --git a/erpnext/assets/doctype/asset_finance_book/asset_finance_book.json b/erpnext/assets/doctype/asset_finance_book/asset_finance_book.json
index f75c8510dcb..c80f95e1555 100644
--- a/erpnext/assets/doctype/asset_finance_book/asset_finance_book.json
+++ b/erpnext/assets/doctype/asset_finance_book/asset_finance_book.json
@@ -1,5 +1,6 @@
{
"allow_copy": 0,
+ "allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
@@ -14,11 +15,13 @@
"fields": [
{
"allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "finance_book",
"fieldtype": "Link",
"hidden": 0,
@@ -42,14 +45,17 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "depreciation_method",
"fieldtype": "Select",
"hidden": 0,
@@ -73,14 +79,17 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "total_number_of_depreciations",
"fieldtype": "Int",
"hidden": 0,
@@ -103,14 +112,17 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_5",
"fieldtype": "Column Break",
"hidden": 0,
@@ -133,14 +145,17 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "frequency_of_depreciation",
"fieldtype": "Int",
"hidden": 0,
@@ -163,15 +178,18 @@
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:parent.doctype == 'Asset'",
+ "fetch_if_empty": 0,
"fieldname": "depreciation_start_date",
"fieldtype": "Date",
"hidden": 0,
@@ -194,16 +212,19 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "0",
"depends_on": "eval:parent.doctype == 'Asset'",
+ "fetch_if_empty": 0,
"fieldname": "expected_value_after_useful_life",
"fieldtype": "Currency",
"hidden": 0,
@@ -227,14 +248,17 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "value_after_depreciation",
"fieldtype": "Currency",
"hidden": 1,
@@ -258,20 +282,54 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:doc.depreciation_method == 'Written Down Value'",
+ "description": "In Percentage",
+ "fetch_if_empty": 0,
+ "fieldname": "rate_of_depreciation",
+ "fieldtype": "Percent",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Rate of Depreciation",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
],
"has_web_view": 0,
- "hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
- "image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 1,
"max_attachments": 0,
- "modified": "2018-05-12 14:56:44.800046",
+ "modified": "2019-04-09 19:45:14.523488",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Finance Book",
@@ -280,10 +338,10 @@
"permissions": [],
"quick_entry": 1,
"read_only": 0,
- "read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
- "track_seen": 0
+ "track_seen": 0,
+ "track_views": 0
}
\ No newline at end of file
diff --git a/erpnext/buying/doctype/purchase_order/purchase_order.py b/erpnext/buying/doctype/purchase_order/purchase_order.py
index 720160676f2..e259c04acec 100644
--- a/erpnext/buying/doctype/purchase_order/purchase_order.py
+++ b/erpnext/buying/doctype/purchase_order/purchase_order.py
@@ -379,7 +379,9 @@ def make_purchase_invoice(source_name, target_doc=None):
def postprocess(source, target):
set_missing_values(source, target)
#Get the advance paid Journal Entries in Purchase Invoice Advance
- target.set_advances()
+
+ if target.get("allocate_advances_automatically"):
+ target.set_advances()
def update_item(obj, target, source_parent):
target.amount = flt(obj.amount) - flt(obj.billed_amt)
diff --git a/erpnext/config/accounts.py b/erpnext/config/accounts.py
index 42d0df0a06f..31366b4f1b7 100644
--- a/erpnext/config/accounts.py
+++ b/erpnext/config/accounts.py
@@ -76,6 +76,14 @@ def get_data():
{
"type": "doctype",
"name": "Item",
+ },
+ {
+ "type": "doctype",
+ "name": "Bank",
+ },
+ {
+ "type": "doctype",
+ "name": "Bank Account",
}
]
},
@@ -135,6 +143,12 @@ def get_data():
"name": "Bank Reconciliation",
"description": _("Update bank payment dates with journals.")
},
+ {
+ "type": "page",
+ "label": _("Reconcile payments and bank transactions"),
+ "name": "bank-reconciliation",
+ "description": _("Link bank transactions with payments.")
+ },
{
"type": "doctype",
"label": _("Match Payments with Invoices"),
diff --git a/erpnext/config/integrations.py b/erpnext/config/integrations.py
index 01e077fba39..52c9ab8e46c 100644
--- a/erpnext/config/integrations.py
+++ b/erpnext/config/integrations.py
@@ -35,6 +35,11 @@ def get_data():
"type": "doctype",
"name": "Amazon MWS Settings",
"description": _("Connect Amazon with ERPNext"),
+ },
+ {
+ "type": "doctype",
+ "name": "Plaid Settings",
+ "description": _("Connect your bank accounts to ERPNext"),
}
]
}
diff --git a/erpnext/controllers/accounts_controller.py b/erpnext/controllers/accounts_controller.py
index 86b1ab6ece8..bb088cfe118 100644
--- a/erpnext/controllers/accounts_controller.py
+++ b/erpnext/controllers/accounts_controller.py
@@ -30,8 +30,9 @@ class AccountsController(TransactionBase):
return self.__company_currency
def onload(self):
- self.get("__onload").make_payment_via_journal_entry \
- = frappe.db.get_single_value('Accounts Settings', 'make_payment_via_journal_entry')
+ if self.get("__onload"):
+ self.get("__onload").make_payment_via_journal_entry \
+ = frappe.db.get_single_value('Accounts Settings', 'make_payment_via_journal_entry')
if self.is_new():
relevant_docs = ("Quotation", "Purchase Order", "Sales Order",
@@ -116,12 +117,6 @@ class AccountsController(TransactionBase):
self.validate_non_invoice_documents_schedule()
def before_print(self):
- if self.doctype in ['Journal Entry', 'Payment Entry', 'Sales Invoice', 'Purchase Invoice']:
- self.gl_entries = frappe.get_list("GL Entry", filters={
- "voucher_type": self.doctype,
- "voucher_no": self.name
- }, fields=["account", "party_type", "party", "debit", "credit", "remarks"])
-
if self.doctype in ['Purchase Order', 'Sales Order', 'Sales Invoice', 'Purchase Invoice',
'Supplier Quotation', 'Purchase Receipt', 'Delivery Note', 'Quotation']:
if self.get("group_same_items"):
@@ -965,11 +960,11 @@ def get_advance_journal_entries(party_type, party, party_account, amount_field,
def get_advance_payment_entries(party_type, party, party_account, order_doctype,
- order_list=None, include_unallocated=True, against_all_orders=False, limit=1000):
+ order_list=None, include_unallocated=True, against_all_orders=False, limit=None):
party_account_field = "paid_from" if party_type == "Customer" else "paid_to"
payment_type = "Receive" if party_type == "Customer" else "Pay"
payment_entries_against_order, unallocated_payment_entries = [], []
- limit_cond = "limit %s" % (limit or 1000)
+ limit_cond = "limit %s" % limit if limit else ""
if order_list or against_all_orders:
if order_list:
diff --git a/erpnext/controllers/sales_and_purchase_return.py b/erpnext/controllers/sales_and_purchase_return.py
index a425bf5643c..f2b15ad20ce 100644
--- a/erpnext/controllers/sales_and_purchase_return.py
+++ b/erpnext/controllers/sales_and_purchase_return.py
@@ -244,6 +244,10 @@ def make_return_doc(doctype, source_name, target_doc=None):
doc.paid_amount = -1 * source.paid_amount
doc.base_paid_amount = -1 * source.base_paid_amount
+ if doc.get("is_return") and hasattr(doc, "packed_items"):
+ for d in doc.get("packed_items"):
+ d.qty = d.qty * -1
+
doc.discount_amount = -1 * source.discount_amount
doc.run_method("calculate_taxes_and_totals")
diff --git a/erpnext/controllers/tests/test_item_variant.py b/erpnext/controllers/tests/test_item_variant.py
index d4b5dd2e1ef..c257215e718 100644
--- a/erpnext/controllers/tests/test_item_variant.py
+++ b/erpnext/controllers/tests/test_item_variant.py
@@ -42,10 +42,10 @@ def create_variant_with_tables(item, args):
return variant
def make_item_variant():
- frappe.delete_doc_if_exists("Item", "_Test Variant Item-S", force=1)
- variant = create_variant_with_tables("_Test Variant Item", '{"Test Size": "Small"}')
- variant.item_code = "_Test Variant Item-S"
- variant.item_name = "_Test Variant Item-S"
+ frappe.delete_doc_if_exists("Item", "_Test Variant Item-XSL", force=1)
+ variant = create_variant_with_tables("_Test Variant Item", '{"Test Size": "Extra Small"}')
+ variant.item_code = "_Test Variant Item-XSL"
+ variant.item_name = "_Test Variant Item-XSL"
variant.save()
return variant
diff --git a/erpnext/erpnext_integrations/connectors/woocommerce_connection.py b/erpnext/erpnext_integrations/connectors/woocommerce_connection.py
index 04accd9b25a..46386e45721 100644
--- a/erpnext/erpnext_integrations/connectors/woocommerce_connection.py
+++ b/erpnext/erpnext_integrations/connectors/woocommerce_connection.py
@@ -19,27 +19,24 @@ def verify_request():
frappe.get_request_header("X-Wc-Webhook-Signature") and \
not sig == bytes(frappe.get_request_header("X-Wc-Webhook-Signature").encode()):
frappe.throw(_("Unverified Webhook Data"))
- frappe.set_user(woocommerce_settings.modified_by)
+ frappe.set_user(woocommerce_settings.creation_user)
@frappe.whitelist(allow_guest=True)
-def order(data=None):
- if not data:
- verify_request()
+def order():
+ woocommerce_settings = frappe.get_doc("Woocommerce Settings")
+ if frappe.flags.woocomm_test_order_data:
+ fd = frappe.flags.woocomm_test_order_data
+ event = "created"
- if frappe.request and frappe.request.data:
+ elif frappe.request and frappe.request.data:
+ verify_request()
fd = json.loads(frappe.request.data)
- elif data:
- fd = data
+ event = frappe.get_request_header("X-Wc-Webhook-Event")
+
else:
return "success"
- if not data:
- event = frappe.get_request_header("X-Wc-Webhook-Event")
- else:
- event = "created"
-
if event == "created":
-
raw_billing_data = fd.get("billing")
customer_woo_com_email = raw_billing_data.get("email")
@@ -73,7 +70,7 @@ def order(data=None):
new_sales_order.po_no = fd.get("id")
new_sales_order.woocommerce_id = fd.get("id")
- new_sales_order.naming_series = "SO-"
+ new_sales_order.naming_series = woocommerce_settings.sales_order_series or "SO-WOO-"
placed_order_date = created_date[0]
raw_date = datetime.datetime.strptime(placed_order_date, "%Y-%m-%d")
@@ -100,10 +97,10 @@ def order(data=None):
"item_name": found_item.item_name,
"description": found_item.item_name,
"delivery_date":order_delivery_date,
- "uom": "Nos",
+ "uom": woocommerce_settings.uom or _("Nos"),
"qty": item.get("quantity"),
"rate": item.get("price"),
- "warehouse": "Stores" + " - " + company_abbr
+ "warehouse": woocommerce_settings.warehouse or "Stores" + " - " + company_abbr
})
add_tax_details(new_sales_order,ordered_items_tax,"Ordered Item tax",0)
@@ -175,6 +172,7 @@ def link_customer_and_address(raw_billing_data,customer_status):
frappe.db.commit()
def link_item(item_data,item_status):
+ woocommerce_settings = frappe.get_doc("Woocommerce Settings")
if item_status == 0:
#Create Item
@@ -189,6 +187,7 @@ def link_item(item_data,item_status):
item.item_code = "woocommerce - " + str(item_data.get("product_id"))
item.woocommerce_id = str(item_data.get("product_id"))
item.item_group = "WooCommerce Products"
+ item.stock_uom = woocommerce_settings.uom or _("Nos")
item.save()
frappe.db.commit()
@@ -209,4 +208,4 @@ def add_tax_details(sales_order,price,desc,status):
"account_head": account_head_type,
"tax_amount": price,
"description": desc
- })
\ No newline at end of file
+ })
diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/__init__.py b/erpnext/erpnext_integrations/doctype/plaid_settings/__init__.py
new file mode 100644
index 00000000000..e69de29bb2d
diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py
new file mode 100644
index 00000000000..fbb0ebc2c80
--- /dev/null
+++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py
@@ -0,0 +1,81 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+import requests
+from plaid import Client
+from plaid.errors import APIError, ItemError
+
+class PlaidConnector():
+ def __init__(self, access_token=None):
+
+ if not(frappe.conf.get("plaid_client_id") and frappe.conf.get("plaid_secret") and frappe.conf.get("plaid_public_key")):
+ frappe.throw(_("Please complete your Plaid API configuration before synchronizing your account"))
+
+ self.config = {
+ "plaid_client_id": frappe.conf.get("plaid_client_id"),
+ "plaid_secret": frappe.conf.get("plaid_secret"),
+ "plaid_public_key": frappe.conf.get("plaid_public_key"),
+ "plaid_env": frappe.conf.get("plaid_env")
+ }
+
+ self.client = Client(client_id=self.config["plaid_client_id"],
+ secret=self.config["plaid_secret"],
+ public_key=self.config["plaid_public_key"],
+ environment=self.config["plaid_env"]
+ )
+
+ self.access_token = access_token
+
+ def get_access_token(self, public_token):
+ if public_token is None:
+ frappe.log_error(_("Public token is missing for this bank"), _("Plaid public token error"))
+
+ response = self.client.Item.public_token.exchange(public_token)
+ access_token = response['access_token']
+
+ return access_token
+
+ def auth(self):
+ try:
+ self.client.Auth.get(self.access_token)
+ print("Authentication successful.....")
+ except ItemError as e:
+ if e.code == 'ITEM_LOGIN_REQUIRED':
+ pass
+ else:
+ pass
+ except APIError as e:
+ if e.code == 'PLANNED_MAINTENANCE':
+ pass
+ else:
+ pass
+ except requests.Timeout:
+ pass
+ except Exception as e:
+ print(e)
+ frappe.log_error(frappe.get_traceback(), _("Plaid authentication error"))
+ frappe.msgprint({"title": _("Authentication Failed"), "message":e, "raise_exception":1, "indicator":'red'})
+
+ def get_transactions(self, start_date, end_date, account_id=None):
+ try:
+ self.auth()
+ if account_id:
+ account_ids = [account_id]
+
+ response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date, account_ids=account_ids)
+
+ else:
+ response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date)
+
+ transactions = response['transactions']
+
+ while len(transactions) < response['total_transactions']:
+ response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date, offset=len(transactions))
+ transactions.extend(response['transactions'])
+ return transactions
+ except Exception:
+ frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))
\ No newline at end of file
diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
new file mode 100644
index 00000000000..76205e6c823
--- /dev/null
+++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
@@ -0,0 +1,104 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.provide("erpnext.integrations");
+
+frappe.ui.form.on('Plaid Settings', {
+ link_new_account: function(frm) {
+ new erpnext.integrations.plaidLink(frm);
+ }
+});
+
+erpnext.integrations.plaidLink = class plaidLink {
+ constructor(parent) {
+ this.frm = parent;
+ this.product = ["transactions", "auth"];
+ this.plaidUrl = 'https://cdn.plaid.com/link/v2/stable/link-initialize.js';
+ this.init_config();
+ }
+
+ init_config() {
+ const me = this;
+ frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.plaid_configuration')
+ .then(result => {
+ if (result !== "disabled") {
+ me.plaid_env = result.plaid_env;
+ me.plaid_public_key = result.plaid_public_key;
+ me.client_name = result.client_name;
+ me.init_plaid();
+ } else {
+ frappe.throw(__("Please save your document before adding a new account"));
+ }
+ });
+ }
+
+ init_plaid() {
+ const me = this;
+ me.loadScript(me.plaidUrl)
+ .then(() => {
+ me.onScriptLoaded(me);
+ })
+ .then(() => {
+ if (me.linkHandler) {
+ me.linkHandler.open();
+ }
+ })
+ .catch((error) => {
+ me.onScriptError(error);
+ });
+ }
+
+ loadScript(src) {
+ return new Promise(function (resolve, reject) {
+ if (document.querySelector('script[src="' + src + '"]')) {
+ resolve();
+ return;
+ }
+ const el = document.createElement('script');
+ el.type = 'text/javascript';
+ el.async = true;
+ el.src = src;
+ el.addEventListener('load', resolve);
+ el.addEventListener('error', reject);
+ el.addEventListener('abort', reject);
+ document.head.appendChild(el);
+ });
+ }
+
+ onScriptLoaded(me) {
+ me.linkHandler = window.Plaid.create({
+ clientName: me.client_name,
+ env: me.plaid_env,
+ key: me.plaid_public_key,
+ onSuccess: me.plaid_success,
+ product: me.product
+ });
+ }
+
+ onScriptError(error) {
+ frappe.msgprint('There was an issue loading the link-initialize.js script');
+ frappe.msgprint(error);
+ }
+
+ plaid_success(token, response) {
+ const me = this;
+
+ frappe.prompt({
+ fieldtype:"Link",
+ options: "Company",
+ label:__("Company"),
+ fieldname:"company",
+ reqd:1
+ }, (data) => {
+ me.company = data.company;
+ frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_institution', {token: token, response: response})
+ .then((result) => {
+ frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_bank_accounts', {response: response,
+ bank: result, company: me.company});
+ })
+ .then(() => {
+ frappe.show_alert({message:__("Bank accounts added"), indicator:'green'});
+ });
+ }, __("Select a company"), __("Continue"));
+ }
+};
\ No newline at end of file
diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.json b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.json
new file mode 100644
index 00000000000..ed51c4e8f80
--- /dev/null
+++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.json
@@ -0,0 +1,161 @@
+{
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-10-25 10:02:48.656165",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "enabled",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Enabled",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:doc.enabled==1",
+ "fieldname": "automatic_sync",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Synchronize all accounts every hour",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:(doc.enabled==1)&&(!doc.__islocal)",
+ "fieldname": "link_new_account",
+ "fieldtype": "Button",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Link a new bank account",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 1,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-12-14 12:51:12.331395",
+ "modified_by": "Administrator",
+ "module": "ERPNext Integrations",
+ "name": "Plaid Settings",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 0,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 0,
+ "track_seen": 0,
+ "track_views": 0
+}
\ No newline at end of file
diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
new file mode 100644
index 00000000000..8d31e24cd6c
--- /dev/null
+++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
@@ -0,0 +1,198 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+import json
+from frappe import _
+from frappe.model.document import Document
+from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
+from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_connector import PlaidConnector
+from frappe.utils import getdate, formatdate, today, add_months
+
+class PlaidSettings(Document):
+ pass
+
+@frappe.whitelist()
+def plaid_configuration():
+ if frappe.db.get_value("Plaid Settings", None, "enabled") == "1":
+ return {"plaid_public_key": frappe.conf.get("plaid_public_key") or None, "plaid_env": frappe.conf.get("plaid_env") or None, "client_name": frappe.local.site }
+ else:
+ return "disabled"
+
+@frappe.whitelist()
+def add_institution(token, response):
+ response = json.loads(response)
+
+ plaid = PlaidConnector()
+ access_token = plaid.get_access_token(token)
+
+ if not frappe.db.exists("Bank", response["institution"]["name"]):
+ try:
+ bank = frappe.get_doc({
+ "doctype": "Bank",
+ "bank_name": response["institution"]["name"],
+ "plaid_access_token": access_token
+ })
+ bank.insert()
+ except Exception:
+ frappe.throw(frappe.get_traceback())
+
+ else:
+ bank = frappe.get_doc("Bank", response["institution"]["name"])
+ bank.plaid_access_token = access_token
+ bank.save()
+
+ return bank
+
+@frappe.whitelist()
+def add_bank_accounts(response, bank, company):
+ response = json.loads(response) if not "accounts" in response else response
+ bank = json.loads(bank)
+ result = []
+
+ default_gl_account = get_default_bank_cash_account(company, "Bank")
+ if not default_gl_account:
+ frappe.throw(_("Please setup a default bank account for company {0}".format(company)))
+
+ for account in response["accounts"]:
+ acc_type = frappe.db.get_value("Account Type", account["type"])
+ if not acc_type:
+ add_account_type(account["type"])
+
+ acc_subtype = frappe.db.get_value("Account Subtype", account["subtype"])
+ if not acc_subtype:
+ add_account_subtype(account["subtype"])
+
+ if not frappe.db.exists("Bank Account", dict(integration_id=account["id"])):
+ try:
+ new_account = frappe.get_doc({
+ "doctype": "Bank Account",
+ "bank": bank["bank_name"],
+ "account": default_gl_account.account,
+ "account_name": account["name"],
+ "account_type": account["type"] or "",
+ "account_subtype": account["subtype"] or "",
+ "mask": account["mask"] or "",
+ "integration_id": account["id"],
+ "is_company_account": 1,
+ "company": company
+ })
+ new_account.insert()
+
+ result.append(new_account.name)
+
+ except frappe.UniqueValidationError:
+ frappe.msgprint(_("Bank account {0} already exists and could not be created again").format(new_account.account_name))
+ except Exception:
+ frappe.throw(frappe.get_traceback())
+
+ else:
+ result.append(frappe.db.get_value("Bank Account", dict(integration_id=account["id"]), "name"))
+
+ return result
+
+def add_account_type(account_type):
+ try:
+ frappe.get_doc({
+ "doctype": "Account Type",
+ "account_type": account_type
+ }).insert()
+ except Exception:
+ frappe.throw(frappe.get_traceback())
+
+
+def add_account_subtype(account_subtype):
+ try:
+ frappe.get_doc({
+ "doctype": "Account Subtype",
+ "account_subtype": account_subtype
+ }).insert()
+ except Exception:
+ frappe.throw(frappe.get_traceback())
+
+@frappe.whitelist()
+def sync_transactions(bank, bank_account):
+
+ last_sync_date = frappe.db.get_value("Bank Account", bank_account, "last_integration_date")
+ if last_sync_date:
+ start_date = formatdate(last_sync_date, "YYYY-MM-dd")
+ else:
+ start_date = formatdate(add_months(today(), -12), "YYYY-MM-dd")
+ end_date = formatdate(today(), "YYYY-MM-dd")
+
+ try:
+ transactions = get_transactions(bank=bank, bank_account=bank_account, start_date=start_date, end_date=end_date)
+ result = []
+ if transactions:
+ for transaction in transactions:
+ result.append(new_bank_transaction(transaction))
+
+ frappe.db.set_value("Bank Account", bank_account, "last_integration_date", getdate(end_date))
+
+ return result
+ except Exception:
+ frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))
+
+def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
+ access_token = None
+
+ if bank_account:
+ related_bank = frappe.db.get_values("Bank Account", bank_account, ["bank", "integration_id"], as_dict=True)
+ access_token = frappe.db.get_value("Bank", related_bank[0].bank, "plaid_access_token")
+ account_id = related_bank[0].integration_id
+
+ else:
+ access_token = frappe.db.get_value("Bank", bank, "plaid_access_token")
+ account_id = None
+
+ plaid = PlaidConnector(access_token)
+ transactions = plaid.get_transactions(start_date=start_date, end_date=end_date, account_id=account_id)
+
+ return transactions
+
+def new_bank_transaction(transaction):
+ result = []
+
+ bank_account = frappe.db.get_value("Bank Account", dict(integration_id=transaction["account_id"]))
+
+ if float(transaction["amount"]) >= 0:
+ debit = float(transaction["amount"])
+ credit = 0
+ else:
+ debit = 0
+ credit = abs(float(transaction["amount"]))
+
+ status = "Pending" if transaction["pending"] == "True" else "Settled"
+
+ if not frappe.db.exists("Bank Transaction", dict(transaction_id=transaction["transaction_id"])):
+ try:
+ new_transaction = frappe.get_doc({
+ "doctype": "Bank Transaction",
+ "date": getdate(transaction["date"]),
+ "status": status,
+ "bank_account": bank_account,
+ "debit": debit,
+ "credit": credit,
+ "currency": transaction["iso_currency_code"],
+ "description": transaction["name"]
+ })
+ new_transaction.insert()
+ new_transaction.submit()
+
+ result.append(new_transaction.name)
+
+ except Exception:
+ frappe.throw(frappe.get_traceback())
+
+ return result
+
+def automatic_synchronization():
+ settings = frappe.get_doc("Plaid Settings", "Plaid Settings")
+
+ if settings.enabled == 1 and settings.automatic_sync == 1:
+ plaid_accounts = frappe.get_all("Bank Account", filter={"integration_id": ["!=", ""]}, fields=["name", "bank"])
+
+ for plaid_account in plaid_accounts:
+ frappe.enqueue("erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions", bank=plaid_account.bank, bank_account=plaid_account.name)
diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.js b/erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.js
new file mode 100644
index 00000000000..dc91347336d
--- /dev/null
+++ b/erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.js
@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Plaid Settings", function (assert) {
+ let done = assert.async();
+
+ // number of asserts
+ assert.expect(1);
+
+ frappe.run_serially([
+ // insert a new Plaid Settings
+ () => frappe.tests.make('Plaid Settings', [
+ // values to be set
+ {key: 'value'}
+ ]),
+ () => {
+ assert.equal(cur_frm.doc.key, 'value');
+ },
+ () => done()
+ ]);
+
+});
diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.py b/erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.py
new file mode 100644
index 00000000000..29e8fa4fec8
--- /dev/null
+++ b/erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.py
@@ -0,0 +1,155 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import unittest
+import frappe
+from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings import plaid_configuration, add_account_type, add_account_subtype, new_bank_transaction, add_bank_accounts
+import json
+from frappe.utils.response import json_handler
+from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
+
+class TestPlaidSettings(unittest.TestCase):
+ def setUp(self):
+ pass
+
+ def tearDown(self):
+ for bt in frappe.get_all("Bank Transaction"):
+ doc = frappe.get_doc("Bank Transaction", bt.name)
+ doc.cancel()
+ doc.delete()
+
+ for ba in frappe.get_all("Bank Account"):
+ frappe.get_doc("Bank Account", ba.name).delete()
+
+ for at in frappe.get_all("Account Type"):
+ frappe.get_doc("Account Type", at.name).delete()
+
+ for ast in frappe.get_all("Account Subtype"):
+ frappe.get_doc("Account Subtype", ast.name).delete()
+
+ def test_plaid_disabled(self):
+ frappe.db.set_value("Plaid Settings", None, "enabled", 0)
+ self.assertTrue(plaid_configuration() == "disabled")
+
+ def test_add_account_type(self):
+ add_account_type("brokerage")
+ self.assertEqual(frappe.get_doc("Account Type", "brokerage").name, "brokerage")
+
+ def test_add_account_subtype(self):
+ add_account_subtype("loan")
+ self.assertEqual(frappe.get_doc("Account Subtype", "loan").name, "loan")
+
+ def test_default_bank_account(self):
+ if not frappe.db.exists("Bank", "Citi"):
+ frappe.get_doc({
+ "doctype": "Bank",
+ "bank_name": "Citi"
+ }).insert()
+
+ bank_accounts = {
+ 'account': {
+ 'subtype': 'checking',
+ 'mask': '0000',
+ 'type': 'depository',
+ 'id': '6GbM6RRQgdfy3lAqGz4JUnpmR948WZFg8DjQK',
+ 'name': 'Plaid Checking'
+ },
+ 'account_id': '6GbM6RRQgdfy3lAqGz4JUnpmR948WZFg8DjQK',
+ 'link_session_id': 'db673d75-61aa-442a-864f-9b3f174f3725',
+ 'accounts': [{
+ 'type': 'depository',
+ 'subtype': 'checking',
+ 'mask': '0000',
+ 'id': '6GbM6RRQgdfy3lAqGz4JUnpmR948WZFg8DjQK',
+ 'name': 'Plaid Checking'
+ }],
+ 'institution': {
+ 'institution_id': 'ins_6',
+ 'name': 'Citi'
+ }
+ }
+
+ bank = json.dumps(frappe.get_doc("Bank", "Citi").as_dict(), default=json_handler)
+ company = frappe.db.get_single_value('Global Defaults', 'default_company')
+ frappe.db.set_value("Company", company, "default_bank_account", None)
+
+ self.assertRaises(frappe.ValidationError, add_bank_accounts, response=bank_accounts, bank=bank, company=company)
+
+ def test_new_transaction(self):
+ if not frappe.db.exists("Bank", "Citi"):
+ frappe.get_doc({
+ "doctype": "Bank",
+ "bank_name": "Citi"
+ }).insert()
+
+ bank_accounts = {
+ 'account': {
+ 'subtype': 'checking',
+ 'mask': '0000',
+ 'type': 'depository',
+ 'id': '6GbM6RRQgdfy3lAqGz4JUnpmR948WZFg8DjQK',
+ 'name': 'Plaid Checking'
+ },
+ 'account_id': '6GbM6RRQgdfy3lAqGz4JUnpmR948WZFg8DjQK',
+ 'link_session_id': 'db673d75-61aa-442a-864f-9b3f174f3725',
+ 'accounts': [{
+ 'type': 'depository',
+ 'subtype': 'checking',
+ 'mask': '0000',
+ 'id': '6GbM6RRQgdfy3lAqGz4JUnpmR948WZFg8DjQK',
+ 'name': 'Plaid Checking'
+ }],
+ 'institution': {
+ 'institution_id': 'ins_6',
+ 'name': 'Citi'
+ }
+ }
+
+ bank = json.dumps(frappe.get_doc("Bank", "Citi").as_dict(), default=json_handler)
+ company = frappe.db.get_single_value('Global Defaults', 'default_company')
+
+ if frappe.db.get_value("Company", company, "default_bank_account") is None:
+ frappe.db.set_value("Company", company, "default_bank_account", get_default_bank_cash_account(company, "Cash").get("account"))
+
+ add_bank_accounts(bank_accounts, bank, company)
+
+ transactions = {
+ 'account_owner': None,
+ 'category': ['Food and Drink', 'Restaurants'],
+ 'account_id': 'b4Jkp1LJDZiPgojpr1ansXJrj5Q6w9fVmv6ov',
+ 'pending_transaction_id': None,
+ 'transaction_id': 'x374xPa7DvUewqlR5mjNIeGK8r8rl3Sn647LM',
+ 'unofficial_currency_code': None,
+ 'name': 'INTRST PYMNT',
+ 'transaction_type': 'place',
+ 'amount': -4.22,
+ 'location': {
+ 'city': None,
+ 'zip': None,
+ 'store_number': None,
+ 'lon': None,
+ 'state': None,
+ 'address': None,
+ 'lat': None
+ },
+ 'payment_meta': {
+ 'reference_number': None,
+ 'payer': None,
+ 'payment_method': None,
+ 'reason': None,
+ 'payee': None,
+ 'ppd_id': None,
+ 'payment_processor': None,
+ 'by_order_of': None
+ },
+ 'date': '2017-12-22',
+ 'category_id': '13005000',
+ 'pending': False,
+ 'iso_currency_code': 'USD'
+ }
+
+ new_bank_transaction(transactions)
+
+ self.assertTrue(len(frappe.get_all("Bank Transaction")) == 1)
\ No newline at end of file
diff --git a/erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.js b/erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.js
index 7056931f6cf..d7a3d36a5f1 100644
--- a/erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.js
+++ b/erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.js
@@ -42,4 +42,15 @@ frappe.ui.form.on('Woocommerce Settings', {
frm.set_df_property("api_consumer_key", "reqd", frm.doc.enable_sync);
frm.set_df_property("api_consumer_secret", "reqd", frm.doc.enable_sync);
}
-});
\ No newline at end of file
+});
+
+frappe.ui.form.on("Woocommerce Settings", "onload", function () {
+ frappe.call({
+ method: "erpnext.erpnext_integrations.doctype.woocommerce_settings.woocommerce_settings.get_series",
+ callback: function (r) {
+ $.each(r.message, function (key, value) {
+ set_field_options(key, value);
+ });
+ }
+ });
+});
diff --git a/erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.json b/erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.json
index 2fa79600368..dd3c24dce59 100644
--- a/erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.json
+++ b/erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.json
@@ -1,465 +1,694 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 0,
- "allow_rename": 0,
- "beta": 0,
- "creation": "2018-02-12 15:10:05.495713",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "",
- "editable_grid": 1,
- "engine": "InnoDB",
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-02-12 15:10:05.495713",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "enable_sync",
- "fieldtype": "Check",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Enable Sync",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "enable_sync",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Enable Sync",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "sb_00",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
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+ "description": "The fallback series is \"SO-WOO-\".",
+ "fetch_if_empty": 0,
+ "fieldname": "sales_order_series",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Sales Order Series",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "description": "This is the default UOM used for items and Sales orders. The fallback UOM is \"Nos\".",
+ "fetch_if_empty": 0,
+ "fieldname": "uom",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "UOM",
+ "length": 0,
+ "no_copy": 0,
+ "options": "UOM",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "endpoints",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Endpoints",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "endpoint",
+ "fieldtype": "Code",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Endpoint",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "idx": 0,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 1,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2018-03-23 16:57:20.880513",
- "modified_by": "Administrator",
- "module": "ERPNext Integrations",
- "name": "Woocommerce Settings",
- "name_case": "",
- "owner": "Administrator",
+ ],
+ "has_web_view": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 1,
+ "istable": 0,
+ "max_attachments": 0,
+ "menu_index": 0,
+ "modified": "2019-04-08 17:04:16.720696",
+ "modified_by": "Administrator",
+ "module": "ERPNext Integrations",
+ "name": "Woocommerce Settings",
+ "name_case": "",
+ "owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "apply_user_permissions": 0,
- "cancel": 0,
- "create": 1,
- "delete": 0,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 0,
- "role": "System Manager",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 0,
+ "email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 0,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
"write": 1
}
- ],
- "quick_entry": 1,
- "read_only": 0,
- "read_only_onload": 0,
- "show_name_in_global_search": 0,
- "sort_field": "modified",
- "sort_order": "DESC",
- "track_changes": 1,
- "track_seen": 0
+ ],
+ "quick_entry": 1,
+ "read_only": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0,
+ "track_views": 0
}
\ No newline at end of file
diff --git a/erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.py b/erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.py
index 10e307134d0..7dc93c285f4 100644
--- a/erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.py
+++ b/erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.py
@@ -122,3 +122,9 @@ def generate_secret():
woocommerce_settings = frappe.get_doc("Woocommerce Settings")
woocommerce_settings.secret = frappe.generate_hash()
woocommerce_settings.save()
+
+@frappe.whitelist()
+def get_series():
+ return {
+ "sales_order_series" : frappe.get_meta("Sales Order").get_options("naming_series") or "SO-WOO-",
+ }
\ No newline at end of file
diff --git a/erpnext/healthcare/doctype/patient/patient.js b/erpnext/healthcare/doctype/patient/patient.js
index de5bce0aa65..169281430ce 100644
--- a/erpnext/healthcare/doctype/patient/patient.js
+++ b/erpnext/healthcare/doctype/patient/patient.js
@@ -123,13 +123,13 @@ var btn_invoice_registration = function (frm) {
frappe.ui.form.on('Patient Relation', {
patient_relation_add: function(frm){
- frm.fields_dict['patient_relation'].grid.get_field('patient').get_query = function(frm){
+ frm.fields_dict['patient_relation'].grid.get_field('patient').get_query = function(doc){
var patient_list = [];
- if(!frm.doc.__islocal) patient_list.push(frm.doc.name);
- $.each(frm.doc.patient_relation, function(idx, val){
+ if(!doc.__islocal) patient_list.push(doc.name);
+ $.each(doc.patient_relation, function(idx, val){
if (val.patient) patient_list.push(val.patient);
});
return { filters: [['Patient', 'name', 'not in', patient_list]] };
};
}
-});
\ No newline at end of file
+});
diff --git a/erpnext/hooks.py b/erpnext/hooks.py
index dbb5aff3d9f..89eb85247b4 100644
--- a/erpnext/hooks.py
+++ b/erpnext/hooks.py
@@ -27,8 +27,6 @@ doctype_js = {
welcome_email = "erpnext.setup.utils.welcome_email"
-connect = "erpnext.check_branch_compatibility_with_frappe"
-
# setup wizard
setup_wizard_requires = "assets/erpnext/js/setup_wizard.js"
setup_wizard_stages = "erpnext.setup.setup_wizard.setup_wizard.get_setup_stages"
@@ -231,6 +229,7 @@ scheduler_events = {
'erpnext.hr.doctype.daily_work_summary_group.daily_work_summary_group.trigger_emails',
"erpnext.accounts.doctype.subscription.subscription.process_all",
"erpnext.erpnext_integrations.doctype.amazon_mws_settings.amazon_mws_settings.schedule_get_order_details",
+ "erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.automatic_synchronization",
"erpnext.projects.doctype.project.project.hourly_reminder",
"erpnext.projects.doctype.project.project.collect_project_status"
],
diff --git a/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
index ec640fc22b5..09bbcba0e4e 100644
--- a/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
+++ b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
@@ -39,6 +39,7 @@ class TestEmployeeOnboarding(unittest.TestCase):
# complete the task
project = frappe.get_doc('Project', onboarding.project)
+ project.load_tasks()
project.tasks[0].status = 'Closed'
project.save()
diff --git a/erpnext/hr/doctype/employee_separation/test_employee_separation.py b/erpnext/hr/doctype/employee_separation/test_employee_separation.py
index 4c3e5667132..2fa114d3452 100644
--- a/erpnext/hr/doctype/employee_separation/test_employee_separation.py
+++ b/erpnext/hr/doctype/employee_separation/test_employee_separation.py
@@ -10,9 +10,9 @@ test_dependencies = ["Employee Onboarding"]
class TestEmployeeSeparation(unittest.TestCase):
def test_employee_separation(self):
- employee = get_employee()
+ employee = frappe.db.get_value("Employee", {"status": "Active"})
separation = frappe.new_doc('Employee Separation')
- separation.employee = employee.name
+ separation.employee = employee
separation.company = '_Test Company'
separation.append('activities', {
'activity_name': 'Deactivate Employee',
@@ -23,7 +23,4 @@ class TestEmployeeSeparation(unittest.TestCase):
separation.submit()
self.assertEqual(separation.docstatus, 1)
separation.cancel()
- self.assertEqual(separation.project, "")
-
-def get_employee():
- return frappe.get_doc('Employee', {'employee_name': 'Test Researcher'})
\ No newline at end of file
+ self.assertEqual(separation.project, "")
\ No newline at end of file
diff --git a/erpnext/hr/doctype/expense_claim/expense_claim.json b/erpnext/hr/doctype/expense_claim/expense_claim.json
index 44b70c67a13..187387c83e2 100644
--- a/erpnext/hr/doctype/expense_claim/expense_claim.json
+++ b/erpnext/hr/doctype/expense_claim/expense_claim.json
@@ -1,1253 +1,1285 @@
{
- "allow_copy": 0,
- "allow_events_in_timeline": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 0,
- "autoname": "naming_series:",
- "beta": 0,
- "creation": "2013-01-10 16:34:14",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Setup",
- "editable_grid": 0,
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "naming_series:",
+ "beta": 0,
+ "creation": "2013-01-10 16:34:14",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Setup",
+ "editable_grid": 0,
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "default": "",
- "fieldname": "naming_series",
- "fieldtype": "Select",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Series",
- "length": 0,
- "no_copy": 1,
- "options": "HR-EXP-.YYYY.-",
- "permlevel": 0,
- "precision": "",
- "print_hide": 1,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 1,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "",
+ "fieldname": "naming_series",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Series",
+ "length": 0,
+ "no_copy": 1,
+ "options": "HR-EXP-.YYYY.-",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 1,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "employee",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 1,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "From Employee",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "employee",
- "oldfieldtype": "Link",
- "options": "Employee",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 1,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 1,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "From Employee",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldname": "employee",
+ "oldfieldtype": "Link",
+ "options": "Employee",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 1,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fetch_from": "employee.employee_name",
- "fieldname": "employee_name",
- "fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 1,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Employee Name",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "employee_name",
- "oldfieldtype": "Data",
- "options": "",
- "permlevel": 0,
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_from": "employee.employee_name",
+ "fieldname": "employee_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 1,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Employee Name",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldname": "employee_name",
+ "oldfieldtype": "Data",
+ "options": "",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0,
"width": "150px"
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fetch_from": "employee.department",
- "fieldname": "department",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Department",
- "length": 0,
- "no_copy": 0,
- "options": "Department",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_from": "employee.department",
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Department",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Department",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "column_break_5",
- "fieldtype": "Column Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
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- "in_global_search": 0,
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- "print_hide": 0,
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- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_5",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "expense_approver",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Expense Approver",
- "length": 0,
- "no_copy": 0,
- "options": "User",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
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- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "expense_approver",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
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+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "amended_from",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 1,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Amended From",
- "length": 0,
- "no_copy": 1,
- "oldfieldname": "amended_from",
- "oldfieldtype": "Data",
- "options": "Expense Claim",
- "permlevel": 0,
- "print_hide": 1,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 1,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "Draft",
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Status",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Draft\nPaid\nUnpaid\nRejected\nSubmitted\nCancelled",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 1,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "oldfieldname": "amended_from",
+ "oldfieldtype": "Data",
+ "options": "Expense Claim",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 1,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0,
"width": "160px"
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "advance_payments",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Advance Payments",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "advance_payments",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Advance Payments",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "advances",
- "fieldtype": "Table",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Advances",
- "length": 0,
- "no_copy": 0,
- "options": "Expense Claim Advance",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "advances",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Advances",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Expense Claim Advance",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "total_advance_amount",
- "fieldtype": "Currency",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "Total Advance Amount",
- "length": 0,
- "no_copy": 0,
- "options": "Company:company:default_currency",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "total_advance_amount",
+ "fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Total Advance Amount",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Company:company:default_currency",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "icon": "fa fa-money",
- "idx": 1,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 1,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "menu_index": 0,
- "modified": "2019-01-30 11:28:10.324137",
- "modified_by": "Administrator",
- "module": "HR",
- "name": "Expense Claim",
- "name_case": "Title Case",
- "owner": "harshada@webnotestech.com",
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "icon": "fa fa-money",
+ "idx": 1,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "menu_index": 0,
+ "modified": "2019-01-31 11:28:10.324137",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Expense Claim",
+ "name_case": "Title Case",
+ "owner": "harshada@webnotestech.com",
"permissions": [
{
- "amend": 1,
- "cancel": 1,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "HR Manager",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 1,
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
"write": 1
- },
+ },
{
- "amend": 0,
- "cancel": 0,
- "create": 1,
- "delete": 0,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Employee",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 0,
+ "email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Employee",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
"write": 1
- },
+ },
{
- "amend": 1,
- "cancel": 1,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Expense Approver",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 1,
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Expense Approver",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
"write": 1
- },
+ },
{
- "amend": 1,
- "cancel": 1,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 0,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "HR User",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 1,
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
"write": 1
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 0,
- "search_fields": "employee,employee_name",
- "show_name_in_global_search": 1,
- "sort_field": "modified",
- "sort_order": "DESC",
- "timeline_field": "employee",
- "title_field": "title",
- "track_changes": 0,
- "track_seen": 0,
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "search_fields": "employee,employee_name",
+ "show_name_in_global_search": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "timeline_field": "employee",
+ "title_field": "title",
+ "track_changes": 0,
+ "track_seen": 0,
"track_views": 0
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/expense_claim/expense_claim.py b/erpnext/hr/doctype/expense_claim/expense_claim.py
index 09cdd547f5d..44879abf053 100644
--- a/erpnext/hr/doctype/expense_claim/expense_claim.py
+++ b/erpnext/hr/doctype/expense_claim/expense_claim.py
@@ -18,7 +18,7 @@ class ExpenseApproverIdentityError(frappe.ValidationError): pass
class ExpenseClaim(AccountsController):
def onload(self):
- self.get("__onload").make_payment_via_journal_entry = frappe.db.get_single_value('Accounts Settings',
+ self.get("__onload").make_payment_via_journal_entry = frappe.db.get_single_value('Accounts Settings',
'make_payment_via_journal_entry')
def validate(self):
@@ -103,7 +103,7 @@ class ExpenseClaim(AccountsController):
self.validate_account_details()
payable_amount = flt(self.total_sanctioned_amount) - flt(self.total_advance_amount)
-
+
# payable entry
if payable_amount:
gl_entry.append(
@@ -233,7 +233,7 @@ class ExpenseClaim(AccountsController):
expense.default_account = get_expense_claim_account(expense.expense_type, self.company)["account"]
def update_reimbursed_amount(doc):
- amt = frappe.db.sql("""select ifnull(sum(debit_in_account_currency), 0) as amt
+ amt = frappe.db.sql("""select ifnull(sum(debit_in_account_currency), 0) as amt
from `tabGL Entry` where against_voucher_type = 'Expense Claim' and against_voucher = %s
and party = %s """, (doc.name, doc.employee) ,as_dict=1)[0].amt
@@ -288,7 +288,7 @@ def get_expense_claim_account(expense_claim_type, company):
if not account:
frappe.throw(_("Please set default account in Expense Claim Type {0}")
.format(expense_claim_type))
-
+
return {
"account": account
}
@@ -301,9 +301,9 @@ def get_advances(employee, advance_id=None):
condition = 'name="{0}"'.format(frappe.db.escape(advance_id))
return frappe.db.sql("""
- select
+ select
name, posting_date, paid_amount, claimed_amount, advance_account
- from
+ from
`tabEmployee Advance`
where {0}
""".format(condition), as_dict=1)
diff --git a/erpnext/hr/doctype/expense_claim/test_expense_claim.py b/erpnext/hr/doctype/expense_claim/test_expense_claim.py
index 075bc63345d..dcf0e68400d 100644
--- a/erpnext/hr/doctype/expense_claim/test_expense_claim.py
+++ b/erpnext/hr/doctype/expense_claim/test_expense_claim.py
@@ -13,19 +13,23 @@ test_dependencies = ['Employee']
class TestExpenseClaim(unittest.TestCase):
def test_total_expense_claim_for_project(self):
frappe.db.sql("""delete from `tabTask` where project = "_Test Project 1" """)
+ frappe.db.sql("""delete from `tabProject Task` where parent = "_Test Project 1" """)
frappe.db.sql("""delete from `tabProject` where name = "_Test Project 1" """)
-
+ frappe.db.sql("delete from `tabExpense Claim` where project='_Test Project 1'")
frappe.get_doc({
"project_name": "_Test Project 1",
"doctype": "Project",
- "tasks" :
- [{ "title": "_Test Project Task 1", "status": "Open" }]
+ }).save()
+
+ task = frappe.get_doc({
+ "doctype": "Task",
+ "subject": "_Test Project Task 1",
+ "project": "_Test Project 1"
}).save()
task_name = frappe.db.get_value("Task", {"project": "_Test Project 1"})
payable_account = get_payable_account("Wind Power LLC")
-
make_expense_claim(payable_account, 300, 200, "Wind Power LLC","Travel Expenses - WP", "_Test Project 1", task_name)
self.assertEqual(frappe.db.get_value("Task", task_name, "total_expense_claim"), 200)
@@ -103,9 +107,10 @@ def get_payable_account(company):
return frappe.get_cached_value('Company', company, 'default_payable_account')
def make_expense_claim(payable_account,claim_amount, sanctioned_amount, company, account, project=None, task_name=None):
+ employee = frappe.db.get_value("Employee", {"status": "Active"})
expense_claim = frappe.get_doc({
"doctype": "Expense Claim",
- "employee": "_T-Employee-00001",
+ "employee": employee,
"payable_account": payable_account,
"approval_status": "Approved",
"company": company,
diff --git a/erpnext/hr/doctype/salary_slip/salary_slip.py b/erpnext/hr/doctype/salary_slip/salary_slip.py
index 684f3483f06..3fd266b4bba 100644
--- a/erpnext/hr/doctype/salary_slip/salary_slip.py
+++ b/erpnext/hr/doctype/salary_slip/salary_slip.py
@@ -441,7 +441,7 @@ class SalarySlip(TransactionBase):
def calculate_net_pay(self):
if self.salary_structure:
self.calculate_component_amounts()
-
+
disable_rounded_total = cint(frappe.db.get_value("Global Defaults", None, "disable_rounded_total"))
precision = frappe.defaults.get_global_default("currency_precision")
self.total_deduction = 0
@@ -452,10 +452,10 @@ class SalarySlip(TransactionBase):
self.set_loan_repayment()
- self.net_pay = (flt(self.gross_pay) - (flt(self.total_deduction) + flt(self.total_loan_repayment))) * flt(self.payment_days / self.total_working_days)
+ self.net_pay = flt(self.gross_pay) - (flt(self.total_deduction) + flt(self.total_loan_repayment))
self.rounded_total = rounded(self.net_pay,
self.precision("net_pay") if disable_rounded_total else 0)
-
+
if self.net_pay < 0:
frappe.throw(_("Net Pay cannnot be negative"))
diff --git a/erpnext/hr/doctype/training_feedback/training_feedback.py b/erpnext/hr/doctype/training_feedback/training_feedback.py
index b7eae38ae48..b47e2b4be88 100644
--- a/erpnext/hr/doctype/training_feedback/training_feedback.py
+++ b/erpnext/hr/doctype/training_feedback/training_feedback.py
@@ -15,9 +15,11 @@ class TrainingFeedback(Document):
def on_submit(self):
training_event = frappe.get_doc("Training Event", self.training_event)
+ status = None
for e in training_event.employees:
if e.employee == self.employee:
- training_event.status = 'Feedback Submitted'
+ status = 'Feedback Submitted'
break
- training_event.save()
+ if status:
+ frappe.db.set_value("Training Event", self.training_event, "status", status)
diff --git a/erpnext/patches.txt b/erpnext/patches.txt
index 9dcb285a0a3..e64aa378e2e 100755
--- a/erpnext/patches.txt
+++ b/erpnext/patches.txt
@@ -589,4 +589,5 @@ erpnext.patches.v11_0.remove_barcodes_field_from_copy_fields_to_variants
erpnext.patches.v10_0.item_barcode_childtable_migrate # 16-02-2019
erpnext.patches.v11_0.make_italian_localization_fields # 26-03-2019
erpnext.patches.v11_1.make_job_card_time_logs
-erpnext.patches.v11_1.set_variant_based_on
\ No newline at end of file
+erpnext.patches.v11_1.set_variant_based_on
+erpnext.patches.v11_1.woocommerce_set_creation_user
\ No newline at end of file
diff --git a/erpnext/patches/v11_1/woocommerce_set_creation_user.py b/erpnext/patches/v11_1/woocommerce_set_creation_user.py
new file mode 100644
index 00000000000..e50d5ae711b
--- /dev/null
+++ b/erpnext/patches/v11_1/woocommerce_set_creation_user.py
@@ -0,0 +1,10 @@
+from __future__ import unicode_literals
+import frappe
+
+def execute():
+ woocommerce_setting_enable_sync = frappe.db.sql("SELECT t.value FROM tabSingles t WHERE doctype = 'Woocommerce Settings' AND field = 'enable_sync'", as_dict=True)
+ if len(woocommerce_setting_enable_sync) and woocommerce_setting_enable_sync[0].value == '1':
+ frappe.db.sql("""UPDATE tabSingles
+ SET value = (SELECT t.value FROM tabSingles t WHERE doctype = 'Woocommerce Settings' AND field = 'modified_by')
+ WHERE doctype = 'Woocommerce Settings'
+ AND field = 'creation_user';""")
\ No newline at end of file
diff --git a/erpnext/projects/doctype/project/project.py b/erpnext/projects/doctype/project/project.py
index e3fd1a8622b..f52d8fde35c 100644
--- a/erpnext/projects/doctype/project/project.py
+++ b/erpnext/projects/doctype/project/project.py
@@ -30,11 +30,13 @@ class Project(Document):
self.update_costing()
- def __setup__(self):
+ def before_print(self):
self.onload()
def load_tasks(self):
"""Load `tasks` from the database"""
+ project_task_custom_fields = frappe.get_all("Custom Field", {"dt": "Project Task"}, "fieldname")
+
self.tasks = []
for task in self.get_tasks():
task_map = {
@@ -47,7 +49,7 @@ class Project(Document):
"task_weight": task.task_weight
}
- self.map_custom_fields(task, task_map)
+ self.map_custom_fields(task, task_map, project_task_custom_fields)
self.append("tasks", task_map)
@@ -149,7 +151,7 @@ class Project(Document):
"task_weight": t.task_weight
})
- self.map_custom_fields(t, task)
+ self.map_custom_fields(t, task, custom_fields)
task.flags.ignore_links = True
task.flags.from_project = True
@@ -173,10 +175,6 @@ class Project(Document):
for t in frappe.get_all("Task", ["name"], {"project": self.name, "name": ("not in", task_names)}):
self.deleted_task_list.append(t.name)
- def update_costing_and_percentage_complete(self):
- self.update_percent_complete()
- self.update_costing()
-
def is_row_updated(self, row, existing_task_data, fields):
if self.get("__islocal") or not existing_task_data: return True
@@ -186,10 +184,8 @@ class Project(Document):
if row.get(field) != d.get(field):
return True
- def map_custom_fields(self, source, target):
- project_task_custom_fields = frappe.get_all("Custom Field", {"dt": "Project Task"}, "fieldname")
-
- for field in project_task_custom_fields:
+ def map_custom_fields(self, source, target, custom_fields):
+ for field in custom_fields:
target.update({
field.fieldname: source.get(field.fieldname)
})
@@ -197,8 +193,6 @@ class Project(Document):
def update_project(self):
self.update_percent_complete()
self.update_costing()
- self.flags.dont_sync_tasks = True
- self.save(ignore_permissions=True)
def after_insert(self):
if self.sales_order:
@@ -233,6 +227,7 @@ class Project(Document):
self.status = "Completed"
elif not self.status == "Cancelled":
self.status = "Open"
+ self.db_update()
def update_costing(self):
from_time_sheet = frappe.db.sql("""select
@@ -246,7 +241,7 @@ class Project(Document):
from_expense_claim = frappe.db.sql("""select
sum(total_sanctioned_amount) as total_sanctioned_amount
from `tabExpense Claim` where project = %s
- and docstatus = 1""", self.name, as_dict=1)[0]
+ and docstatus = 1""", self.name, as_dict=1, debug=1)[0]
self.actual_start_date = from_time_sheet.start_date
self.actual_end_date = from_time_sheet.end_date
@@ -260,6 +255,7 @@ class Project(Document):
self.update_sales_amount()
self.update_billed_amount()
self.calculate_gross_margin()
+ self.db_update()
def calculate_gross_margin(self):
expense_amount = (flt(self.total_costing_amount) + flt(self.total_expense_claim)
@@ -313,7 +309,7 @@ class Project(Document):
def on_update(self):
self.delete_task()
self.load_tasks()
- self.update_costing_and_percentage_complete()
+ self.update_project()
self.update_dependencies_on_duplicated_project()
def delete_task(self):
diff --git a/erpnext/projects/report/billing_summary.py b/erpnext/projects/report/billing_summary.py
index 214dcef8fdb..4906ba9d997 100644
--- a/erpnext/projects/report/billing_summary.py
+++ b/erpnext/projects/report/billing_summary.py
@@ -31,20 +31,20 @@ def get_columns():
"width": 150
},
{
- "label": _("Total Billable Hours"),
- "fieldtype": "Int",
+ "label": _("Billable Hours"),
+ "fieldtype": "Float",
"fieldname": "total_billable_hours",
"width": 50
},
{
- "label": _("Total Hours"),
- "fieldtype": "Int",
+ "label": _("Working Hours"),
+ "fieldtype": "Float",
"fieldname": "total_hours",
"width": 50
},
{
"label": _("Amount"),
- "fieldtype": "Int",
+ "fieldtype": "Currency",
"fieldname": "amount",
"width": 100
}
@@ -54,12 +54,16 @@ def get_data(filters):
data = []
record = get_records(filters)
+ billable_hours_worked = 0
+ hours_worked = 0
+ working_cost = 0
for entries in record:
total_hours = 0
total_billable_hours = 0
total_amount = 0
entries_exists = False
timesheet_details = get_timesheet_details(filters, entries.name)
+
for activity in timesheet_details:
entries_exists = True
time_start = activity.from_time
@@ -67,16 +71,21 @@ def get_data(filters):
from_date = frappe.utils.get_datetime(filters.from_date)
to_date = frappe.utils.get_datetime(filters.to_date)
- if time_start <= from_date and time_end <= to_date:
+ if time_start <= from_date and time_end >= from_date:
total_hours, total_billable_hours, total_amount = get_billable_and_total_hours(activity,
time_end, from_date, total_hours, total_billable_hours, total_amount)
- elif time_start >= from_date and time_end >= to_date:
+ elif time_start <= to_date and time_end >= to_date:
total_hours, total_billable_hours, total_amount = get_billable_and_total_hours(activity,
to_date, time_start, total_hours, total_billable_hours, total_amount)
elif time_start >= from_date and time_end <= to_date:
total_hours, total_billable_hours, total_amount = get_billable_and_total_hours(activity,
time_end, time_start, total_hours, total_billable_hours, total_amount)
+
+ hours_worked += total_hours
+ billable_hours_worked += total_billable_hours
+ working_cost += total_amount
+
row = {
"employee": entries.employee,
"employee_name": entries.employee_name,
@@ -85,17 +94,24 @@ def get_data(filters):
"total_hours": total_hours,
"amount": total_amount
}
-
if entries_exists:
data.append(row)
entries_exists = False
+ total = {
+ "total_billable_hours": billable_hours_worked,
+ "total_hours": hours_worked,
+ "amount": working_cost
+ }
+ if billable_hours_worked !=0 or hours_worked !=0 or working_cost !=0:
+ data.append(total)
return data
def get_records(filters):
record_filters = [
["start_date", "<=", filters.to_date],
- ["end_date", ">=", filters.from_date]
+ ["end_date", ">=", filters.from_date],
+ ["docstatus", "=", 1]
]
if "employee" in filters:
diff --git a/erpnext/projects/report/employee_billing_summary/employee_billing_summary.js b/erpnext/projects/report/employee_billing_summary/employee_billing_summary.js
index 65c2a690cf2..13f49ed6bed 100644
--- a/erpnext/projects/report/employee_billing_summary/employee_billing_summary.js
+++ b/erpnext/projects/report/employee_billing_summary/employee_billing_summary.js
@@ -15,14 +15,14 @@ frappe.query_reports["Employee Billing Summary"] = {
fieldname:"from_date",
label: __("From Date"),
fieldtype: "Date",
- default: frappe.datetime.get_today(),
+ default: frappe.datetime.add_months(frappe.datetime.month_start(), -1),
reqd: 1
},
{
fieldname:"to_date",
label: __("To Date"),
fieldtype: "Date",
- default: frappe.datetime.add_days(frappe.datetime.get_today(), 30),
+ default: frappe.datetime.add_days(frappe.datetime.month_start(), -1),
reqd: 1
},
]
diff --git a/erpnext/projects/report/project_billing_summary/project_billing_summary.js b/erpnext/projects/report/project_billing_summary/project_billing_summary.js
index 62362c35cff..caac1d86b45 100644
--- a/erpnext/projects/report/project_billing_summary/project_billing_summary.js
+++ b/erpnext/projects/report/project_billing_summary/project_billing_summary.js
@@ -15,14 +15,14 @@ frappe.query_reports["Project Billing Summary"] = {
fieldname:"from_date",
label: __("From Date"),
fieldtype: "Date",
- default: frappe.datetime.get_today(),
+ default: frappe.datetime.add_months(frappe.datetime.month_start(), -1),
reqd: 1
},
{
fieldname:"to_date",
label: __("To Date"),
fieldtype: "Date",
- default: frappe.datetime.add_days(frappe.datetime.get_today(), 30),
+ default: frappe.datetime.add_days(frappe.datetime.month_start(),-1),
reqd: 1
},
]
diff --git a/erpnext/public/build.json b/erpnext/public/build.json
index c34eef25080..1f702e69cca 100644
--- a/erpnext/public/build.json
+++ b/erpnext/public/build.json
@@ -1,58 +1,58 @@
{
- "css/erpnext.css": [
- "public/less/erpnext.less",
- "public/less/hub.less"
- ],
- "css/marketplace.css": [
- "public/less/hub.less"
- ],
- "js/erpnext-web.min.js": [
- "public/js/website_utils.js",
- "public/js/shopping_cart.js"
- ],
+ "css/erpnext.css": [
+ "public/less/erpnext.less",
+ "public/less/hub.less"
+ ],
+ "css/marketplace.css": [
+ "public/less/hub.less"
+ ],
+ "js/erpnext-web.min.js": [
+ "public/js/website_utils.js",
+ "public/js/shopping_cart.js"
+ ],
"css/erpnext-web.css": [
"public/less/website.less"
],
- "js/marketplace.min.js": [
- "public/js/hub/marketplace.js"
- ],
- "js/erpnext.min.js": [
- "public/js/conf.js",
- "public/js/utils.js",
- "public/js/queries.js",
- "public/js/sms_manager.js",
- "public/js/utils/party.js",
- "public/js/templates/address_list.html",
- "public/js/templates/contact_list.html",
- "public/js/controllers/stock_controller.js",
- "public/js/payment/payments.js",
- "public/js/controllers/taxes_and_totals.js",
- "public/js/controllers/transaction.js",
- "public/js/pos/pos.html",
- "public/js/pos/pos_bill_item.html",
- "public/js/pos/pos_bill_item_new.html",
- "public/js/pos/pos_selected_item.html",
- "public/js/pos/pos_item.html",
- "public/js/pos/pos_tax_row.html",
- "public/js/pos/customer_toolbar.html",
- "public/js/pos/pos_invoice_list.html",
- "public/js/payment/pos_payment.html",
- "public/js/payment/payment_details.html",
- "public/js/templates/item_selector.html",
+ "js/marketplace.min.js": [
+ "public/js/hub/marketplace.js"
+ ],
+ "js/erpnext.min.js": [
+ "public/js/conf.js",
+ "public/js/utils.js",
+ "public/js/queries.js",
+ "public/js/sms_manager.js",
+ "public/js/utils/party.js",
+ "public/js/templates/address_list.html",
+ "public/js/templates/contact_list.html",
+ "public/js/controllers/stock_controller.js",
+ "public/js/payment/payments.js",
+ "public/js/controllers/taxes_and_totals.js",
+ "public/js/controllers/transaction.js",
+ "public/js/pos/pos.html",
+ "public/js/pos/pos_bill_item.html",
+ "public/js/pos/pos_bill_item_new.html",
+ "public/js/pos/pos_selected_item.html",
+ "public/js/pos/pos_item.html",
+ "public/js/pos/pos_tax_row.html",
+ "public/js/pos/customer_toolbar.html",
+ "public/js/pos/pos_invoice_list.html",
+ "public/js/payment/pos_payment.html",
+ "public/js/payment/payment_details.html",
+ "public/js/templates/item_selector.html",
"public/js/templates/employees_to_mark_attendance.html",
- "public/js/utils/item_selector.js",
- "public/js/help_links.js",
- "public/js/agriculture/ternary_plot.js",
- "public/js/templates/item_quick_entry.html",
- "public/js/utils/item_quick_entry.js",
+ "public/js/utils/item_selector.js",
+ "public/js/help_links.js",
+ "public/js/agriculture/ternary_plot.js",
+ "public/js/templates/item_quick_entry.html",
+ "public/js/utils/item_quick_entry.js",
"public/js/utils/customer_quick_entry.js",
- "public/js/education/student_button.html",
- "public/js/education/assessment_result_tool.html",
- "public/js/hub/hub_factory.js"
- ],
- "js/item-dashboard.min.js": [
- "stock/dashboard/item_dashboard.html",
- "stock/dashboard/item_dashboard_list.html",
- "stock/dashboard/item_dashboard.js"
- ]
+ "public/js/education/student_button.html",
+ "public/js/education/assessment_result_tool.html",
+ "public/js/hub/hub_factory.js"
+ ],
+ "js/item-dashboard.min.js": [
+ "stock/dashboard/item_dashboard.html",
+ "stock/dashboard/item_dashboard_list.html",
+ "stock/dashboard/item_dashboard.js"
+ ]
}
diff --git a/erpnext/public/less/erpnext.less b/erpnext/public/less/erpnext.less
index b746cc138f6..8ed5f1adb05 100644
--- a/erpnext/public/less/erpnext.less
+++ b/erpnext/public/less/erpnext.less
@@ -25,10 +25,10 @@
.app-icon-svg {
display: inline-block;
- margin: auto;
- text-align: center;
- border-radius: 16px;
- cursor: pointer;
+ margin: auto;
+ text-align: center;
+ border-radius: 16px;
+ cursor: pointer;
box-shadow: 0px 2px 5px rgba(0, 0, 0, 0.15);
}
@@ -458,4 +458,4 @@ body[data-route="pos"] {
.list-item_content {
padding-right: 45px;
}
-}
+}
\ No newline at end of file
diff --git a/erpnext/selling/doctype/sales_order/sales_order.json b/erpnext/selling/doctype/sales_order/sales_order.json
index b916505a0f0..3dba26238c2 100644
--- a/erpnext/selling/doctype/sales_order/sales_order.json
+++ b/erpnext/selling/doctype/sales_order/sales_order.json
@@ -21,6 +21,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "customer_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -53,6 +54,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break0",
"fieldtype": "Column Break",
"hidden": 0,
@@ -86,6 +88,7 @@
"collapsible": 0,
"columns": 0,
"default": "{customer_name}",
+ "fetch_if_empty": 0,
"fieldname": "title",
"fieldtype": "Data",
"hidden": 1,
@@ -119,6 +122,7 @@
"collapsible": 0,
"columns": 0,
"default": "",
+ "fetch_if_empty": 0,
"fieldname": "naming_series",
"fieldtype": "Select",
"hidden": 0,
@@ -153,6 +157,7 @@
"bold": 1,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "customer",
"fieldtype": "Link",
"hidden": 0,
@@ -188,6 +193,7 @@
"collapsible": 0,
"columns": 0,
"fetch_from": "customer.customer_name",
+ "fetch_if_empty": 0,
"fieldname": "customer_name",
"fieldtype": "Data",
"hidden": 0,
@@ -222,6 +228,7 @@
"columns": 0,
"default": "Sales",
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "order_type",
"fieldtype": "Select",
"hidden": 0,
@@ -256,6 +263,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break1",
"fieldtype": "Column Break",
"hidden": 0,
@@ -288,6 +296,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "amended_from",
"fieldtype": "Link",
"hidden": 1,
@@ -324,6 +333,7 @@
"collapsible": 0,
"columns": 0,
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "company",
"fieldtype": "Link",
"hidden": 0,
@@ -360,6 +370,7 @@
"collapsible": 0,
"columns": 0,
"default": "Today",
+ "fetch_if_empty": 0,
"fieldname": "transaction_date",
"fieldtype": "Date",
"hidden": 0,
@@ -394,6 +405,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "delivery_date",
"fieldtype": "Date",
"hidden": 0,
@@ -428,6 +440,7 @@
"columns": 0,
"depends_on": "",
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "po_no",
"fieldtype": "Data",
"hidden": 0,
@@ -464,6 +477,7 @@
"columns": 0,
"depends_on": "eval:doc.po_no",
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "po_date",
"fieldtype": "Date",
"hidden": 0,
@@ -498,6 +512,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "tax_id",
"fieldtype": "Data",
"hidden": 0,
@@ -533,6 +548,7 @@
"collapsible_depends_on": "",
"columns": 0,
"depends_on": "customer",
+ "fetch_if_empty": 0,
"fieldname": "contact_info",
"fieldtype": "Section Break",
"hidden": 0,
@@ -565,6 +581,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "customer_address",
"fieldtype": "Link",
"hidden": 0,
@@ -597,6 +614,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "address_display",
"fieldtype": "Small Text",
"hidden": 0,
@@ -628,6 +646,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "contact_person",
"fieldtype": "Link",
"hidden": 0,
@@ -660,6 +679,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "contact_display",
"fieldtype": "Small Text",
"hidden": 0,
@@ -691,6 +711,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "contact_mobile",
"fieldtype": "Small Text",
"hidden": 0,
@@ -722,6 +743,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "contact_email",
"fieldtype": "Data",
"hidden": 1,
@@ -754,38 +776,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
- "fieldname": "company_address_display",
- "fieldtype": "Small Text",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 0,
- "in_standard_filter": 0,
- "label": "",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "company_address",
"fieldtype": "Link",
"hidden": 0,
@@ -795,7 +786,7 @@
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
- "label": "Company Address",
+ "label": "Company Address Name",
"length": 0,
"no_copy": 0,
"options": "Address",
@@ -819,6 +810,40 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "company_address_display",
+ "fieldtype": "Small Text",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Company Address",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "col_break46",
"fieldtype": "Column Break",
"hidden": 0,
@@ -850,6 +875,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "shipping_address_name",
"fieldtype": "Link",
"hidden": 0,
@@ -882,6 +908,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "shipping_address",
"fieldtype": "Small Text",
"hidden": 0,
@@ -914,6 +941,7 @@
"collapsible": 0,
"columns": 0,
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "customer_group",
"fieldtype": "Link",
"hidden": 1,
@@ -947,6 +975,7 @@
"collapsible": 0,
"columns": 0,
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "territory",
"fieldtype": "Link",
"hidden": 0,
@@ -979,6 +1008,7 @@
"bold": 0,
"collapsible": 1,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "currency_and_price_list",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1011,6 +1041,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "currency",
"fieldtype": "Link",
"hidden": 0,
@@ -1047,6 +1078,7 @@
"collapsible": 0,
"columns": 0,
"description": "Rate at which customer's currency is converted to company's base currency",
+ "fetch_if_empty": 0,
"fieldname": "conversion_rate",
"fieldtype": "Float",
"hidden": 0,
@@ -1082,6 +1114,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break2",
"fieldtype": "Column Break",
"hidden": 0,
@@ -1113,6 +1146,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "selling_price_list",
"fieldtype": "Link",
"hidden": 0,
@@ -1148,6 +1182,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "price_list_currency",
"fieldtype": "Link",
"hidden": 0,
@@ -1181,6 +1216,7 @@
"collapsible": 0,
"columns": 0,
"description": "Rate at which Price list currency is converted to company's base currency",
+ "fetch_if_empty": 0,
"fieldname": "plc_conversion_rate",
"fieldtype": "Float",
"hidden": 0,
@@ -1214,6 +1250,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "ignore_pricing_rule",
"fieldtype": "Check",
"hidden": 0,
@@ -1245,6 +1282,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sec_warehouse",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1276,6 +1314,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "set_warehouse",
"fieldtype": "Link",
"hidden": 0,
@@ -1309,6 +1348,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "items_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1342,6 +1382,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "scan_barcode",
"fieldtype": "Data",
"hidden": 0,
@@ -1374,6 +1415,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "items",
"fieldtype": "Table",
"hidden": 0,
@@ -1408,6 +1450,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_31",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1438,6 +1481,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_33a",
"fieldtype": "Column Break",
"hidden": 0,
@@ -1468,6 +1512,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "total_qty",
"fieldtype": "Float",
"hidden": 0,
@@ -1500,6 +1545,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -1533,6 +1579,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_net_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -1568,6 +1615,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_33",
"fieldtype": "Column Break",
"hidden": 0,
@@ -1598,6 +1646,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "total",
"fieldtype": "Currency",
"hidden": 0,
@@ -1631,6 +1680,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "net_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -1663,6 +1713,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "total_net_weight",
"fieldtype": "Float",
"hidden": 0,
@@ -1695,6 +1746,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "taxes_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1728,6 +1780,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "taxes_and_charges",
"fieldtype": "Link",
"hidden": 0,
@@ -1762,6 +1815,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_38",
"fieldtype": "Column Break",
"hidden": 0,
@@ -1792,6 +1846,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "shipping_rule",
"fieldtype": "Link",
"hidden": 0,
@@ -1825,6 +1880,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_40",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1855,6 +1911,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "taxes",
"fieldtype": "Table",
"hidden": 0,
@@ -1889,6 +1946,7 @@
"bold": 0,
"collapsible": 1,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sec_tax_breakup",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1921,6 +1979,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "other_charges_calculation",
"fieldtype": "Text",
"hidden": 0,
@@ -1953,6 +2012,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_43",
"fieldtype": "Section Break",
"hidden": 0,
@@ -1983,6 +2043,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_total_taxes_and_charges",
"fieldtype": "Currency",
"hidden": 0,
@@ -2018,6 +2079,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_46",
"fieldtype": "Column Break",
"hidden": 0,
@@ -2049,6 +2111,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "total_taxes_and_charges",
"fieldtype": "Currency",
"hidden": 0,
@@ -2081,6 +2144,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "loyalty_points_redemption",
"fieldtype": "Section Break",
"hidden": 1,
@@ -2113,6 +2177,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "loyalty_points",
"fieldtype": "Int",
"hidden": 1,
@@ -2145,6 +2210,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "loyalty_amount",
"fieldtype": "Currency",
"hidden": 1,
@@ -2178,6 +2244,7 @@
"collapsible": 1,
"collapsible_depends_on": "discount_amount",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_48",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2211,6 +2278,7 @@
"collapsible": 0,
"columns": 0,
"default": "Grand Total",
+ "fetch_if_empty": 0,
"fieldname": "apply_discount_on",
"fieldtype": "Select",
"hidden": 0,
@@ -2244,6 +2312,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_discount_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -2277,6 +2346,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_50",
"fieldtype": "Column Break",
"hidden": 0,
@@ -2308,6 +2378,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "additional_discount_percentage",
"fieldtype": "Float",
"hidden": 0,
@@ -2341,6 +2412,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "discount_amount",
"fieldtype": "Currency",
"hidden": 0,
@@ -2373,6 +2445,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "totals",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2406,6 +2479,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_grand_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -2441,6 +2515,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_rounding_adjustment",
"fieldtype": "Currency",
"hidden": 0,
@@ -2474,6 +2549,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "base_rounded_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -2510,6 +2586,7 @@
"collapsible": 0,
"columns": 0,
"description": "In Words will be visible once you save the Sales Order.",
+ "fetch_if_empty": 0,
"fieldname": "base_in_words",
"fieldtype": "Data",
"hidden": 0,
@@ -2544,6 +2621,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break3",
"fieldtype": "Column Break",
"hidden": 0,
@@ -2576,6 +2654,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "grand_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -2612,6 +2691,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "rounding_adjustment",
"fieldtype": "Currency",
"hidden": 0,
@@ -2645,6 +2725,7 @@
"bold": 1,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "rounded_total",
"fieldtype": "Currency",
"hidden": 0,
@@ -2680,6 +2761,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "in_words",
"fieldtype": "Data",
"hidden": 0,
@@ -2714,6 +2796,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "advance_paid",
"fieldtype": "Currency",
"hidden": 0,
@@ -2748,6 +2831,7 @@
"collapsible_depends_on": "packed_items",
"columns": 0,
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "packing_list",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2781,6 +2865,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "packed_items",
"fieldtype": "Table",
"hidden": 0,
@@ -2815,6 +2900,7 @@
"collapsible": 0,
"collapsible_depends_on": "",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "payment_schedule_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2847,6 +2933,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "payment_terms_template",
"fieldtype": "Link",
"hidden": 0,
@@ -2880,6 +2967,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "payment_schedule",
"fieldtype": "Table",
"hidden": 0,
@@ -2914,6 +3002,7 @@
"collapsible": 1,
"collapsible_depends_on": "terms",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "terms_section_break",
"fieldtype": "Section Break",
"hidden": 0,
@@ -2947,6 +3036,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "tc_name",
"fieldtype": "Link",
"hidden": 0,
@@ -2981,6 +3071,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "terms",
"fieldtype": "Text Editor",
"hidden": 0,
@@ -3015,6 +3106,7 @@
"collapsible": 1,
"collapsible_depends_on": "project",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "more_info",
"fieldtype": "Section Break",
"hidden": 0,
@@ -3049,6 +3141,7 @@
"collapsible": 0,
"columns": 0,
"description": "Track this Sales Order against any Project",
+ "fetch_if_empty": 0,
"fieldname": "project",
"fieldtype": "Link",
"hidden": 0,
@@ -3083,6 +3176,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "party_account_currency",
"fieldtype": "Link",
"hidden": 1,
@@ -3116,6 +3210,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_77",
"fieldtype": "Column Break",
"hidden": 0,
@@ -3147,6 +3242,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "source",
"fieldtype": "Link",
"hidden": 0,
@@ -3182,6 +3278,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "",
+ "fetch_if_empty": 0,
"fieldname": "campaign",
"fieldtype": "Link",
"hidden": 0,
@@ -3216,6 +3313,7 @@
"bold": 0,
"collapsible": 1,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "printing_details",
"fieldtype": "Section Break",
"hidden": 0,
@@ -3248,6 +3346,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "language",
"fieldtype": "Data",
"hidden": 0,
@@ -3280,6 +3379,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "letter_head",
"fieldtype": "Link",
"hidden": 0,
@@ -3314,6 +3414,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break4",
"fieldtype": "Column Break",
"hidden": 0,
@@ -3346,6 +3447,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "select_print_heading",
"fieldtype": "Link",
"hidden": 0,
@@ -3380,6 +3482,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "group_same_items",
"fieldtype": "Check",
"hidden": 0,
@@ -3412,6 +3515,7 @@
"bold": 0,
"collapsible": 1,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_78",
"fieldtype": "Section Break",
"hidden": 0,
@@ -3446,6 +3550,7 @@
"collapsible": 0,
"columns": 0,
"default": "Draft",
+ "fetch_if_empty": 0,
"fieldname": "status",
"fieldtype": "Select",
"hidden": 0,
@@ -3481,6 +3586,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "delivery_status",
"fieldtype": "Select",
"hidden": 1,
@@ -3515,6 +3621,7 @@
"columns": 0,
"depends_on": "eval:!doc.__islocal",
"description": "% of materials delivered against this Sales Order",
+ "fetch_if_empty": 0,
"fieldname": "per_delivered",
"fieldtype": "Percent",
"hidden": 0,
@@ -3549,6 +3656,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_81",
"fieldtype": "Column Break",
"hidden": 0,
@@ -3581,6 +3689,7 @@
"columns": 0,
"depends_on": "eval:!doc.__islocal",
"description": "% of materials billed against this Sales Order",
+ "fetch_if_empty": 0,
"fieldname": "per_billed",
"fieldtype": "Percent",
"hidden": 0,
@@ -3615,6 +3724,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "billing_status",
"fieldtype": "Select",
"hidden": 1,
@@ -3648,6 +3758,7 @@
"collapsible": 1,
"collapsible_depends_on": "commission_rate",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sales_team_section_break",
"fieldtype": "Section Break",
"hidden": 0,
@@ -3681,6 +3792,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sales_partner",
"fieldtype": "Link",
"hidden": 0,
@@ -3716,6 +3828,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break7",
"fieldtype": "Column Break",
"hidden": 0,
@@ -3747,6 +3860,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "commission_rate",
"fieldtype": "Float",
"hidden": 0,
@@ -3781,6 +3895,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "total_commission",
"fieldtype": "Currency",
"hidden": 0,
@@ -3816,6 +3931,7 @@
"collapsible": 1,
"collapsible_depends_on": "sales_team",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break1",
"fieldtype": "Section Break",
"hidden": 0,
@@ -3847,6 +3963,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sales_team",
"fieldtype": "Table",
"hidden": 0,
@@ -3881,6 +3998,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "subscription_section",
"fieldtype": "Section Break",
"hidden": 0,
@@ -3915,6 +4033,7 @@
"columns": 0,
"depends_on": "",
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "from_date",
"fieldtype": "Date",
"hidden": 0,
@@ -3948,6 +4067,7 @@
"columns": 0,
"depends_on": "",
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "to_date",
"fieldtype": "Date",
"hidden": 0,
@@ -3979,6 +4099,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_108",
"fieldtype": "Column Break",
"hidden": 0,
@@ -4010,6 +4131,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "auto_repeat",
"fieldtype": "Link",
"hidden": 0,
@@ -4044,6 +4166,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "eval: doc.auto_repeat",
+ "fetch_if_empty": 0,
"fieldname": "update_auto_repeat_reference",
"fieldtype": "Button",
"hidden": 0,
@@ -4081,7 +4204,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2019-01-09 16:51:47.917329",
+ "modified": "2019-04-05 03:44:46.037178",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Order",
diff --git a/erpnext/selling/doctype/sales_order/sales_order.py b/erpnext/selling/doctype/sales_order/sales_order.py
index 2345762233f..bafe3c2cc6c 100755
--- a/erpnext/selling/doctype/sales_order/sales_order.py
+++ b/erpnext/selling/doctype/sales_order/sales_order.py
@@ -202,9 +202,8 @@ class SalesOrder(SellingController):
if self.project:
project = frappe.get_doc("Project", self.project)
- project.flags.dont_sync_tasks = True
project.update_sales_amount()
- project.save()
+ project.db_update()
def check_credit_limit(self):
# if bypass credit limit check is set to true (1) at sales order level,
@@ -612,7 +611,8 @@ def make_sales_invoice(source_name, target_doc=None, ignore_permissions=False):
def postprocess(source, target):
set_missing_values(source, target)
#Get the advance paid Journal Entries in Sales Invoice Advance
- target.set_advances()
+ if target.get("allocate_advances_automatically"):
+ target.set_advances()
def set_missing_values(source, target):
target.is_pos = 0
diff --git a/erpnext/selling/page/point_of_sale/point_of_sale.js b/erpnext/selling/page/point_of_sale/point_of_sale.js
index 26cadae4ef9..3e6ee86df00 100644
--- a/erpnext/selling/page/point_of_sale/point_of_sale.js
+++ b/erpnext/selling/page/point_of_sale/point_of_sale.js
@@ -54,8 +54,16 @@ erpnext.pos.PointOfSale = class PointOfSale {
this.prepare_menu();
this.set_online_status();
},
- () => this.setup_company(),
() => this.make_new_invoice(),
+ () => {
+ if(!this.frm.doc.company) {
+ this.setup_company()
+ .then((company) => {
+ this.frm.doc.company = company;
+ this.get_pos_profile();
+ });
+ }
+ },
() => {
frappe.dom.unfreeze();
},
@@ -63,6 +71,22 @@ erpnext.pos.PointOfSale = class PointOfSale {
]);
}
+ get_pos_profile() {
+ return frappe.xcall("erpnext.stock.get_item_details.get_pos_profile",
+ {'company': this.frm.doc.company})
+ .then((r) => {
+ if(r) {
+ this.frm.doc.pos_profile = r.name;
+ this.set_pos_profile_data()
+ .then(() => {
+ this.on_change_pos_profile();
+ });
+ } else {
+ this.raise_exception_for_pos_profile();
+ }
+ });
+ }
+
set_online_status() {
this.connection_status = false;
this.page.set_indicator(__("Offline"), "grey");
@@ -77,6 +101,11 @@ erpnext.pos.PointOfSale = class PointOfSale {
});
}
+ raise_exception_for_pos_profile() {
+ setTimeout(() => frappe.set_route('List', 'POS Profile'), 2000);
+ frappe.throw(__("POS Profile is required to use Point-of-Sale"));
+ }
+
prepare_dom() {
this.wrapper.append(`
@@ -447,7 +476,7 @@ erpnext.pos.PointOfSale = class PointOfSale {
setup_company() {
return new Promise(resolve => {
- if(!frappe.sys_defaults.company) {
+ if(!this.frm.doc.company) {
frappe.prompt({fieldname:"company", options: "Company", fieldtype:"Link",
label: __("Select Company"), reqd: 1}, (data) => {
this.company = data.company;
@@ -487,6 +516,10 @@ erpnext.pos.PointOfSale = class PointOfSale {
return new Promise(resolve => {
if (this.frm) {
this.frm = get_frm(this.frm);
+ if(this.company) {
+ this.frm.doc.company = this.company;
+ }
+
resolve();
} else {
frappe.model.with_doctype(doctype, () => {
@@ -503,6 +536,7 @@ erpnext.pos.PointOfSale = class PointOfSale {
frm.refresh(name);
frm.doc.items = [];
frm.doc.is_pos = 1;
+
return frm;
}
}
@@ -512,6 +546,10 @@ erpnext.pos.PointOfSale = class PointOfSale {
this.frm.doc.company = this.company;
}
+ if (!this.frm.doc.company) {
+ return;
+ }
+
return new Promise(resolve => {
return this.frm.call({
doc: this.frm.doc,
@@ -520,8 +558,7 @@ erpnext.pos.PointOfSale = class PointOfSale {
if(!r.exc) {
if (!this.frm.doc.pos_profile) {
frappe.dom.unfreeze();
- setTimeout(() => frappe.set_route('List', 'POS Profile'), 2000);
- frappe.throw(__("POS Profile is required to use Point-of-Sale"));
+ this.raise_exception_for_pos_profile();
}
this.frm.script_manager.trigger("update_stock");
frappe.model.set_default_values(this.frm.doc);
diff --git a/erpnext/selling/page/point_of_sale/point_of_sale.py b/erpnext/selling/page/point_of_sale/point_of_sale.py
index 56d91518d8c..e088679917b 100644
--- a/erpnext/selling/page/point_of_sale/point_of_sale.py
+++ b/erpnext/selling/page/point_of_sale/point_of_sale.py
@@ -39,7 +39,7 @@ def get_items(start, page_length, price_list, item_group, search_value="", pos_p
if display_items_in_stock == 0:
- res = frappe.db.sql("""select i.name as item_code, i.item_name, i.image as item_image,
+ res = frappe.db.sql("""select i.name as item_code, i.item_name, i.image as item_image, i.idx as idx,
i.is_stock_item, item_det.price_list_rate, item_det.currency
from `tabItem` i LEFT JOIN
(select item_code, price_list_rate, currency from
@@ -49,7 +49,7 @@ def get_items(start, page_length, price_list, item_group, search_value="", pos_p
where
i.disabled = 0 and i.has_variants = 0 and i.is_sales_item = 1
and i.item_group in (select name from `tabItem Group` where lft >= {lft} and rgt <= {rgt})
- and {condition} limit {start}, {page_length}""".format(start=start,page_length=page_length,lft=lft, rgt=rgt, condition=condition),
+ and {condition} order by idx desc limit {start}, {page_length}""".format(start=start,page_length=page_length,lft=lft, rgt=rgt, condition=condition),
{
'item_code': item_code,
'price_list': price_list
@@ -60,7 +60,7 @@ def get_items(start, page_length, price_list, item_group, search_value="", pos_p
}
elif display_items_in_stock == 1:
- query = """select i.name as item_code, i.item_name, i.image as item_image,
+ query = """select i.name as item_code, i.item_name, i.image as item_image, i.idx as idx,
i.is_stock_item, item_det.price_list_rate, item_det.currency
from `tabItem` i LEFT JOIN
(select item_code, price_list_rate, currency from
@@ -79,7 +79,7 @@ def get_items(start, page_length, price_list, item_group, search_value="", pos_p
where
i.disabled = 0 and i.has_variants = 0 and i.is_sales_item = 1
and i.item_group in (select name from `tabItem Group` where lft >= {lft} and rgt <= {rgt})
- and {condition} limit {start}, {page_length}""".format
+ and {condition} order by idx desc limit {start}, {page_length}""".format
(start=start,page_length=page_length,lft=lft, rgt=rgt, condition=condition),
{
'item_code': item_code,
diff --git a/erpnext/selling/report/pending_so_items_for_purchase_request/pending_so_items_for_purchase_request.py b/erpnext/selling/report/pending_so_items_for_purchase_request/pending_so_items_for_purchase_request.py
index 87216518c65..670b4e98bf3 100644
--- a/erpnext/selling/report/pending_so_items_for_purchase_request/pending_so_items_for_purchase_request.py
+++ b/erpnext/selling/report/pending_so_items_for_purchase_request/pending_so_items_for_purchase_request.py
@@ -47,9 +47,8 @@ def get_columns():
},
{
"label": _("Material Request"),
- "options": "Material Request",
"fieldname": "material_request",
- "fieldtype": "Link",
+ "fieldtype": "Data",
"width": 140
},
{
@@ -116,33 +115,43 @@ def get_data():
{"sales_order_item": ("!=",""), "docstatus": 1},
["parent", "qty", "sales_order", "item_code"])
- grouped_records = {}
+ materials_request_dict = {}
for record in mr_records:
- grouped_records.setdefault(record.sales_order, []).append(record)
+ key = (record.sales_order, record.item_code)
+ if key not in materials_request_dict:
+ materials_request_dict.setdefault(key, {
+ 'qty': 0,
+ 'material_requests': [record.parent]
+ })
+
+ details = materials_request_dict.get(key)
+ details['qty'] += record.qty
+
+ if record.parent not in details.get('material_requests'):
+ details['material_requests'].append(record.parent)
pending_so=[]
for so in sales_order_entry:
# fetch all the material request records for a sales order item
- mr_list = grouped_records.get(so.name) or [{}]
- mr_item_record = ([mr for mr in mr_list if mr.get('item_code') == so.item_code] or [{}])
+ key = (so.name, so.item_code)
+ materials_request = materials_request_dict.get(key) or {}
- for mr in mr_item_record:
- # check for pending sales order
- if cint(so.net_qty) > cint(mr.get('qty')):
- so_record = {
- "item_code": so.item_code,
- "item_name": so.item_name,
- "description": so.description,
- "sales_order_no": so.name,
- "date": so.transaction_date,
- "material_request": cstr(mr.get('parent')),
- "customer": so.customer,
- "territory": so.territory,
- "so_qty": so.net_qty,
- "requested_qty": cint(mr.get('qty')),
- "pending_qty": so.net_qty - cint(mr.get('qty')),
- "company": so.company
- }
- pending_so.append(so_record)
+ # check for pending sales order
+ if cint(so.net_qty) > cint(materials_request.get('qty')):
+ so_record = {
+ "item_code": so.item_code,
+ "item_name": so.item_name,
+ "description": so.description,
+ "sales_order_no": so.name,
+ "date": so.transaction_date,
+ "material_request": ','.join(materials_request.get('material_requests', [])),
+ "customer": so.customer,
+ "territory": so.territory,
+ "so_qty": so.net_qty,
+ "requested_qty": cint(materials_request.get('qty')),
+ "pending_qty": so.net_qty - cint(materials_request.get('qty')),
+ "company": so.company
+ }
+ pending_so.append(so_record)
return pending_so
\ No newline at end of file
diff --git a/erpnext/setup/doctype/naming_series/naming_series.py b/erpnext/setup/doctype/naming_series/naming_series.py
index 2167b12e32c..ffcfa2edb37 100644
--- a/erpnext/setup/doctype/naming_series/naming_series.py
+++ b/erpnext/setup/doctype/naming_series/naming_series.py
@@ -135,7 +135,7 @@ class NamingSeries(Document):
def validate_series_name(self, n):
import re
- if not re.match("^[\w\- /.#]*$", n, re.UNICODE):
+ if not (re.match("^[\w\- /.#]*$", n, re.UNICODE) or re.match("\{(.*?)\}", n, re.UNICODE)):
throw(_('Special Characters except "-", "#", "." and "/" not allowed in naming series'))
def get_options(self, arg=None):
diff --git a/erpnext/setup/doctype/sales_person/sales_person.json b/erpnext/setup/doctype/sales_person/sales_person.json
index 73f7623ba04..1c34657c54c 100644
--- a/erpnext/setup/doctype/sales_person/sales_person.json
+++ b/erpnext/setup/doctype/sales_person/sales_person.json
@@ -22,6 +22,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "name_and_employee_id",
"fieldtype": "Section Break",
"hidden": 0,
@@ -54,6 +55,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "sales_person_name",
"fieldtype": "Data",
"hidden": 0,
@@ -88,6 +90,7 @@
"collapsible": 0,
"columns": 0,
"description": "Select company name first.",
+ "fetch_if_empty": 0,
"fieldname": "parent_sales_person",
"fieldtype": "Link",
"hidden": 0,
@@ -122,6 +125,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "commission_rate",
"fieldtype": "Data",
"hidden": 0,
@@ -154,6 +158,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "is_group",
"fieldtype": "Check",
"hidden": 0,
@@ -189,6 +194,7 @@
"collapsible": 0,
"columns": 0,
"default": "1",
+ "fetch_if_empty": 0,
"fieldname": "enabled",
"fieldtype": "Check",
"hidden": 0,
@@ -221,6 +227,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "cb0",
"fieldtype": "Column Break",
"hidden": 0,
@@ -251,6 +258,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "employee",
"fieldtype": "Link",
"hidden": 0,
@@ -270,7 +278,7 @@
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
- "reqd": 1,
+ "reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
@@ -284,6 +292,7 @@
"collapsible": 0,
"columns": 0,
"fetch_from": "employee.department",
+ "fetch_if_empty": 0,
"fieldname": "department",
"fieldtype": "Link",
"hidden": 0,
@@ -317,6 +326,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "lft",
"fieldtype": "Int",
"hidden": 1,
@@ -350,6 +360,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "rgt",
"fieldtype": "Int",
"hidden": 1,
@@ -383,6 +394,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "old_parent",
"fieldtype": "Data",
"hidden": 1,
@@ -417,6 +429,7 @@
"collapsible": 0,
"columns": 0,
"description": "Set targets Item Group-wise for this Sales Person.",
+ "fetch_if_empty": 0,
"fieldname": "target_details_section_break",
"fieldtype": "Section Break",
"hidden": 0,
@@ -450,6 +463,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "targets",
"fieldtype": "Table",
"hidden": 0,
@@ -485,6 +499,7 @@
"collapsible": 0,
"columns": 0,
"description": "Select Monthly Distribution to unevenly distribute targets across months.",
+ "fetch_if_empty": 0,
"fieldname": "distribution_id",
"fieldtype": "Link",
"hidden": 0,
@@ -524,7 +539,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
- "modified": "2019-01-30 11:28:16.966735",
+ "modified": "2019-04-09 20:03:35.967037",
"modified_by": "Administrator",
"module": "Setup",
"name": "Sales Person",
@@ -594,7 +609,7 @@
"search_fields": "parent_sales_person",
"show_name_in_global_search": 1,
"sort_order": "ASC",
- "track_changes": 1,
+ "track_changes": 0,
"track_seen": 0,
"track_views": 0
}
\ No newline at end of file
diff --git a/erpnext/setup/doctype/sales_person/sales_person.py b/erpnext/setup/doctype/sales_person/sales_person.py
index ab65f7455e2..3379534cf82 100644
--- a/erpnext/setup/doctype/sales_person/sales_person.py
+++ b/erpnext/setup/doctype/sales_person/sales_person.py
@@ -21,18 +21,18 @@ class SalesPerson(NestedSet):
self.load_dashboard_info()
def load_dashboard_info(self):
- company_default_currency = get_default_currency()
+ company_default_currency = get_default_currency()
allocated_amount = frappe.db.sql("""
select sum(allocated_amount)
- from `tabSales Team`
+ from `tabSales Team`
where sales_person = %s and docstatus=1 and parenttype = 'Sales Order'
""",(self.sales_person_name))
info = {}
info["allocated_amount"] = flt(allocated_amount[0][0]) if allocated_amount else 0
info["currency"] = company_default_currency
-
+
self.set_onload('dashboard_info', info)
def on_update(self):
@@ -48,10 +48,11 @@ class SalesPerson(NestedSet):
return frappe.db.get_value("User", user, "email") or user
def validate_employee_id(self):
- sales_person = frappe.db.get_value("Sales Person", {"employee": self.employee})
-
- if sales_person and sales_person != self.name:
- frappe.throw(_("Another Sales Person {0} exists with the same Employee id").format(sales_person))
+ if self.employee:
+ sales_person = frappe.db.get_value("Sales Person", {"employee": self.employee})
+
+ if sales_person and sales_person != self.name:
+ frappe.throw(_("Another Sales Person {0} exists with the same Employee id").format(sales_person))
def on_doctype_update():
frappe.db.add_index("Sales Person", ["lft", "rgt"])
@@ -65,7 +66,7 @@ def get_timeline_data(doctype, name):
from
`tabSales Order` dt, `tabSales Team` st
where
- st.sales_person = %s and st.parent = dt.name and dt.transaction_date > date_sub(curdate(), interval 1 year)
+ st.sales_person = %s and st.parent = dt.name and dt.transaction_date > date_sub(curdate(), interval 1 year)
group by dt.transaction_date ''', name)))
sales_invoice = dict(frappe.db.sql('''select
@@ -75,7 +76,7 @@ def get_timeline_data(doctype, name):
where
st.sales_person = %s and st.parent = dt.name and dt.posting_date > date_sub(curdate(), interval 1 year)
group by dt.posting_date ''', name))
-
+
for key in sales_invoice:
if out.get(key):
out[key] += sales_invoice[key]
@@ -97,5 +98,3 @@ def get_timeline_data(doctype, name):
out[key] = delivery_note[key]
return out
-
-
diff --git a/erpnext/shopping_cart/cart.py b/erpnext/shopping_cart/cart.py
index cc3205c7d70..0abe057af9a 100644
--- a/erpnext/shopping_cart/cart.py
+++ b/erpnext/shopping_cart/cart.py
@@ -51,7 +51,9 @@ def get_cart_quotation(doc=None):
@frappe.whitelist()
def place_order():
quotation = _get_cart_quotation()
- quotation.company = frappe.db.get_value("Shopping Cart Settings", None, "company")
+ cart_settings = frappe.db.get_value("Shopping Cart Settings", None,
+ ["company", "allow_items_not_in_stock"], as_dict=1)
+ quotation.company = cart_settings.company
if not quotation.get("customer_address"):
throw(_("{0} is required").format(_(quotation.meta.get_label("customer_address"))))
@@ -64,14 +66,16 @@ def place_order():
from erpnext.selling.doctype.quotation.quotation import _make_sales_order
sales_order = frappe.get_doc(_make_sales_order(quotation.name, ignore_permissions=True))
- for item in sales_order.get("items"):
- item.reserved_warehouse, is_stock_item = frappe.db.get_value("Item",
- item.item_code, ["website_warehouse", "is_stock_item"])
- if is_stock_item:
- item_stock = get_qty_in_stock(item.item_code, "website_warehouse")
- if item.qty > item_stock.stock_qty[0][0]:
- throw(_("Only {0} in stock for item {1}").format(item_stock.stock_qty[0][0], item.item_code))
+ if not cart_settings.allow_items_not_in_stock:
+ for item in sales_order.get("items"):
+ item.reserved_warehouse, is_stock_item = frappe.db.get_value("Item",
+ item.item_code, ["website_warehouse", "is_stock_item"])
+
+ if is_stock_item:
+ item_stock = get_qty_in_stock(item.item_code, "website_warehouse")
+ if item.qty > item_stock.stock_qty[0][0]:
+ throw(_("Only {0} in stock for item {1}").format(item_stock.stock_qty[0][0], item.item_code))
sales_order.flags.ignore_permissions = True
sales_order.insert()
diff --git a/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.json b/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.json
index 724c1e9ba26..898a1c39be8 100644
--- a/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.json
+++ b/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.json
@@ -1,5 +1,6 @@
{
"allow_copy": 0,
+ "allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
@@ -19,6 +20,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "enabled",
"fieldtype": "Check",
"hidden": 0,
@@ -51,6 +53,7 @@
"collapsible": 0,
"columns": 0,
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "display_settings",
"fieldtype": "Section Break",
"hidden": 0,
@@ -84,6 +87,7 @@
"collapsible": 0,
"columns": 0,
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "show_attachments",
"fieldtype": "Check",
"hidden": 0,
@@ -118,6 +122,7 @@
"columns": 0,
"depends_on": "eval:doc.enabled==0",
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "show_price",
"fieldtype": "Check",
"hidden": 0,
@@ -150,6 +155,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_5",
"fieldtype": "Column Break",
"hidden": 0,
@@ -181,6 +187,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "show_stock_availability",
"fieldtype": "Check",
"hidden": 0,
@@ -214,6 +221,7 @@
"collapsible": 0,
"columns": 0,
"depends_on": "show_stock_availability",
+ "fetch_if_empty": 0,
"fieldname": "show_quantity_in_website",
"fieldtype": "Check",
"hidden": 0,
@@ -246,6 +254,40 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "allow_items_not_in_stock",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Allow items not in stock to be added to cart",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_2",
"fieldtype": "Section Break",
"hidden": 0,
@@ -276,6 +318,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "company",
"fieldtype": "Link",
"hidden": 0,
@@ -309,6 +352,7 @@
"collapsible": 0,
"columns": 0,
"description": "Prices will not be shown if Price List is not set",
+ "fetch_if_empty": 0,
"fieldname": "price_list",
"fieldtype": "Link",
"hidden": 0,
@@ -342,6 +386,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_4",
"fieldtype": "Column Break",
"hidden": 0,
@@ -373,6 +418,7 @@
"collapsible": 0,
"columns": 0,
"description": "",
+ "fetch_if_empty": 0,
"fieldname": "default_customer_group",
"fieldtype": "Link",
"hidden": 0,
@@ -405,6 +451,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "quotation_series",
"fieldtype": "Select",
"hidden": 0,
@@ -437,6 +484,7 @@
"collapsible": 1,
"collapsible_depends_on": "eval:doc.enable_checkout",
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "section_break_8",
"fieldtype": "Section Break",
"hidden": 0,
@@ -469,6 +517,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "enable_checkout",
"fieldtype": "Check",
"hidden": 0,
@@ -503,6 +552,7 @@
"columns": 0,
"default": "Orders",
"description": "After payment completion redirect user to selected page.",
+ "fetch_if_empty": 0,
"fieldname": "payment_success_url",
"fieldtype": "Select",
"hidden": 0,
@@ -536,6 +586,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "column_break_11",
"fieldtype": "Column Break",
"hidden": 0,
@@ -567,6 +618,7 @@
"bold": 0,
"collapsible": 0,
"columns": 0,
+ "fetch_if_empty": 0,
"fieldname": "payment_gateway_account",
"fieldtype": "Link",
"hidden": 0,
@@ -605,8 +657,8 @@
"issingle": 1,
"istable": 0,
"max_attachments": 0,
- "modified": "2018-05-31 03:11:58.911732",
- "modified_by": "sushant@digithinkit.com",
+ "modified": "2019-04-09 18:29:43.270862",
+ "modified_by": "Administrator",
"module": "Shopping Cart",
"name": "Shopping Cart Settings",
"owner": "Administrator",
@@ -637,5 +689,6 @@
"show_name_in_global_search": 0,
"sort_order": "ASC",
"track_changes": 0,
- "track_seen": 0
-}
+ "track_seen": 0,
+ "track_views": 0
+}
\ No newline at end of file
diff --git a/erpnext/stock/doctype/delivery_note/delivery_note.js b/erpnext/stock/doctype/delivery_note/delivery_note.js
index f8a34972b70..41e65d0497e 100644
--- a/erpnext/stock/doctype/delivery_note/delivery_note.js
+++ b/erpnext/stock/doctype/delivery_note/delivery_note.js
@@ -101,6 +101,30 @@ erpnext.stock.DeliveryNoteController = erpnext.selling.SellingController.extend(
refresh: function(doc, dt, dn) {
var me = this;
this._super();
+
+ if ((!doc.is_return) && (doc.status!="Closed" || doc.is_new())) {
+ if (this.frm.doc.docstatus===0) {
+ this.frm.add_custom_button(__('Sales Order'),
+ function() {
+ erpnext.utils.map_current_doc({
+ method: "erpnext.selling.doctype.sales_order.sales_order.make_delivery_note",
+ source_doctype: "Sales Order",
+ target: me.frm,
+ setters: {
+ customer: me.frm.doc.customer || undefined,
+ },
+ get_query_filters: {
+ docstatus: 1,
+ status: ["!=", "Closed"],
+ per_delivered: ["<", 99.99],
+ company: me.frm.doc.company,
+ project: me.frm.doc.project || undefined,
+ }
+ })
+ }, __("Get items from"));
+ }
+ }
+
if (!doc.is_return && doc.status!="Closed") {
if(flt(doc.per_installed, 2) < 100 && doc.docstatus==1)
this.frm.add_custom_button(__('Installation Note'), function() {
@@ -127,27 +151,6 @@ erpnext.stock.DeliveryNoteController = erpnext.selling.SellingController.extend(
if (!doc.__islocal && doc.docstatus==1) {
this.frm.page.set_inner_btn_group_as_primary(__("Make"));
}
-
- if (this.frm.doc.docstatus===0) {
- this.frm.add_custom_button(__('Sales Order'),
- function() {
- erpnext.utils.map_current_doc({
- method: "erpnext.selling.doctype.sales_order.sales_order.make_delivery_note",
- source_doctype: "Sales Order",
- target: me.frm,
- setters: {
- customer: me.frm.doc.customer || undefined,
- },
- get_query_filters: {
- docstatus: 1,
- status: ["!=", "Closed"],
- per_delivered: ["<", 99.99],
- company: me.frm.doc.company,
- project: me.frm.doc.project || undefined,
- }
- })
- }, __("Get items from"));
- }
}
if (doc.docstatus==1) {
diff --git a/erpnext/stock/doctype/delivery_note/delivery_note.py b/erpnext/stock/doctype/delivery_note/delivery_note.py
index 1eb2b0985ac..a3bda0161d0 100644
--- a/erpnext/stock/doctype/delivery_note/delivery_note.py
+++ b/erpnext/stock/doctype/delivery_note/delivery_note.py
@@ -391,19 +391,7 @@ def get_invoiced_qty_map(delivery_note):
return invoiced_qty_map
-def get_returned_qty_map_against_so(sales_orders):
- """returns a map: {so_detail: returned_qty}"""
- returned_qty_map = {}
-
- for name, returned_qty in frappe.get_all('Sales Order Item', fields = ["name", "returned_qty"],
- filters = {'parent': ('in', sales_orders), 'docstatus': 1}, as_list=1):
- if not returned_qty_map.get(name):
- returned_qty_map[name] = 0
- returned_qty_map[name] += returned_qty
-
- return returned_qty_map
-
-def get_returned_qty_map_against_dn(delivery_note):
+def get_returned_qty_map(delivery_note):
"""returns a map: {so_detail: returned_qty}"""
returned_qty_map = frappe._dict(frappe.db.sql("""select dn_item.item_code, sum(abs(dn_item.qty)) as qty
from `tabDelivery Note Item` dn_item, `tabDelivery Note` dn
@@ -420,8 +408,7 @@ def get_returned_qty_map_against_dn(delivery_note):
def make_sales_invoice(source_name, target_doc=None):
doc = frappe.get_doc('Delivery Note', source_name)
sales_orders = [d.against_sales_order for d in doc.items]
- returned_qty_map_against_so = get_returned_qty_map_against_so(sales_orders)
- returned_qty_map_against_dn = get_returned_qty_map_against_dn(source_name)
+ returned_qty_map = get_returned_qty_map(source_name)
invoiced_qty_map = get_invoiced_qty_map(source_name)
def set_missing_values(source, target):
@@ -442,17 +429,16 @@ def make_sales_invoice(source_name, target_doc=None):
def update_item(source_doc, target_doc, source_parent):
target_doc.qty, returned_qty = get_pending_qty(source_doc)
- if not source_doc.so_detail:
- returned_qty_map_against_dn[source_doc.item_code] = returned_qty
+ returned_qty_map[source_doc.item_code] = returned_qty
if source_doc.serial_no and source_parent.per_billed > 0:
target_doc.serial_no = get_delivery_note_serial_no(source_doc.item_code,
target_doc.qty, source_parent.name)
def get_pending_qty(item_row):
- pending_qty = item_row.qty - invoiced_qty_map.get(item_row.name, 0) - returned_qty_map_against_so.get(item_row.so_detail, 0)
- returned_qty = flt(returned_qty_map_against_dn.get(item_row.item_code, 0))
- if not item_row.so_detail:
+ pending_qty = item_row.qty - invoiced_qty_map.get(item_row.name, 0)
+ returned_qty = flt(returned_qty_map.get(item_row.item_code, 0))
+ if returned_qty:
if returned_qty >= pending_qty:
pending_qty = 0
returned_qty -= pending_qty
diff --git a/erpnext/stock/doctype/delivery_note/test_delivery_note.py b/erpnext/stock/doctype/delivery_note/test_delivery_note.py
index 5c031213d8a..bc95c965bc5 100644
--- a/erpnext/stock/doctype/delivery_note/test_delivery_note.py
+++ b/erpnext/stock/doctype/delivery_note/test_delivery_note.py
@@ -655,7 +655,7 @@ class TestDeliveryNote(unittest.TestCase):
si = make_sales_invoice(dn.name)
self.assertEquals(si.items[0].qty, 1)
- def test_make_sales_invoice_from_dn_with_returned_qty_against_dn(self):
+ def test_make_sales_invoice_from_dn_with_returned_qty_duplicate_items(self):
from erpnext.stock.doctype.delivery_note.delivery_note import make_sales_invoice
dn = create_delivery_note(qty=8, do_not_submit=True)
diff --git a/erpnext/stock/doctype/item/item.py b/erpnext/stock/doctype/item/item.py
index e93e7d9b615..8f93c3f7ff2 100644
--- a/erpnext/stock/doctype/item/item.py
+++ b/erpnext/stock/doctype/item/item.py
@@ -767,7 +767,7 @@ class Item(WebsiteGenerator):
attributes.append(d.attribute)
def validate_variant_attributes(self):
- if self.variant_of and self.variant_based_on == 'Item Attribute':
+ if self.is_new() and self.variant_of and self.variant_based_on == 'Item Attribute':
args = {}
for d in self.attributes:
if cstr(d.attribute_value).strip() == '':
diff --git a/erpnext/stock/doctype/item_attribute/test_records.json b/erpnext/stock/doctype/item_attribute/test_records.json
index 0208c176d32..d346979496f 100644
--- a/erpnext/stock/doctype/item_attribute/test_records.json
+++ b/erpnext/stock/doctype/item_attribute/test_records.json
@@ -6,7 +6,8 @@
"item_attribute_values": [
{"attribute_value": "Small", "abbr": "S"},
{"attribute_value": "Medium", "abbr": "M"},
- {"attribute_value": "Large", "abbr": "L"}
+ {"attribute_value": "Large", "abbr": "L"},
+ {"attribute_value": "Extra Small", "abbr": "XSL"}
]
},
{
diff --git a/erpnext/stock/doctype/item_price/item_price.json b/erpnext/stock/doctype/item_price/item_price.json
index 593f8b420d4..9e29ad08ee3 100644
--- a/erpnext/stock/doctype/item_price/item_price.json
+++ b/erpnext/stock/doctype/item_price/item_price.json
@@ -1,953 +1,981 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 0,
- "autoname": "",
- "beta": 0,
- "creation": "2013-05-02 16:29:48",
- "custom": 0,
- "description": "Multiple Item prices.",
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Setup",
- "editable_grid": 0,
- "engine": "InnoDB",
+ "allow_copy": 0,
+ "allow_events_in_timeline": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "",
+ "beta": 0,
+ "creation": "2013-05-02 16:29:48",
+ "custom": 0,
+ "description": "Multiple Item prices.",
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Setup",
+ "editable_grid": 0,
+ "engine": "InnoDB",
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "item_code",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 1,
- "in_global_search": 1,
- "in_list_view": 0,
- "in_standard_filter": 1,
- "label": "Item Code",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "price_list_name",
- "oldfieldtype": "Select",
- "options": "Item",
- "permlevel": 0,
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- "report_hide": 0,
- "reqd": 1,
- "search_index": 1,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
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+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fetch_if_empty": 0,
+ "fieldname": "item_code",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 1,
+ "in_global_search": 1,
+ "in_list_view": 0,
+ "in_standard_filter": 1,
+ "label": "Item Code",
+ "length": 0,
+ "no_copy": 0,
+ "oldfieldname": "price_list_name",
+ "oldfieldtype": "Select",
+ "options": "Item",
+ "permlevel": 0,
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 1,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
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"unique": 0
- },
+ },
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- "bold": 0,
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- "columns": 0,
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- "description": "Quantity that must be bought or sold per UOM",
- "fieldname": "packing_unit",
- "fieldtype": "Int",
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- "modified": "2018-08-29 06:27:16.102833",
- "modified_by": "Administrator",
- "module": "Stock",
- "name": "Item Price",
- "name_case": "Title Case",
- "owner": "Administrator",
+ ],
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+ "modified": "2019-04-12 12:33:54.621527",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Item Price",
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+ "owner": "Administrator",
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+ ],
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}
\ No newline at end of file
diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
index ed7f2ca4323..eb821023568 100644
--- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
+++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
@@ -407,10 +407,7 @@ def update_billed_amount_based_on_po(po_detail, update_modified=True):
def make_purchase_invoice(source_name, target_doc=None):
from frappe.model.mapper import get_mapped_doc
doc = frappe.get_doc('Purchase Receipt', source_name)
- purchase_orders = [d.purchase_order for d in doc.items]
- returned_qty_map_against_po = get_returned_qty_map_against_po(purchase_orders)
- returned_qty_map_against_pr = get_returned_qty_map_against_pr(source_name)
-
+ returned_qty_map = get_returned_qty_map(source_name)
invoiced_qty_map = get_invoiced_qty_map(source_name)
def set_missing_values(source, target):
@@ -419,19 +416,18 @@ def make_purchase_invoice(source_name, target_doc=None):
doc = frappe.get_doc(target)
doc.ignore_pricing_rule = 1
+ doc.run_method("onload")
doc.run_method("set_missing_values")
doc.run_method("calculate_taxes_and_totals")
def update_item(source_doc, target_doc, source_parent):
target_doc.qty, returned_qty = get_pending_qty(source_doc)
- if not source_doc.purchase_order_item:
- returned_qty_map_against_pr[source_doc.item_code] = returned_qty
+ returned_qty_map[source_doc.item_code] = returned_qty
def get_pending_qty(item_row):
- pending_qty = item_row.qty - invoiced_qty_map.get(item_row.name, 0) \
- - returned_qty_map_against_po.get(item_row.purchase_order_item, 0)
- returned_qty = flt(returned_qty_map_against_pr.get(item_row.item_code, 0))
- if not item_row.purchase_order_item:
+ pending_qty = item_row.qty - invoiced_qty_map.get(item_row.name, 0)
+ returned_qty = flt(returned_qty_map.get(item_row.item_code, 0))
+ if returned_qty:
if returned_qty >= pending_qty:
pending_qty = 0
returned_qty -= pending_qty
@@ -484,19 +480,7 @@ def get_invoiced_qty_map(purchase_receipt):
return invoiced_qty_map
-def get_returned_qty_map_against_po(purchase_orders):
- """returns a map: {so_detail: returned_qty}"""
- returned_qty_map = {}
-
- for name, returned_qty in frappe.get_all('Purchase Order Item', fields = ["name", "returned_qty"],
- filters = {'parent': ('in', purchase_orders), 'docstatus': 1}, as_list=1):
- if not returned_qty_map.get(name):
- returned_qty_map[name] = 0
- returned_qty_map[name] += returned_qty
-
- return returned_qty_map
-
-def get_returned_qty_map_against_pr(purchase_receipt):
+def get_returned_qty_map(purchase_receipt):
"""returns a map: {so_detail: returned_qty}"""
returned_qty_map = frappe._dict(frappe.db.sql("""select pr_item.item_code, sum(abs(pr_item.qty)) as qty
from `tabPurchase Receipt Item` pr_item, `tabPurchase Receipt` pr
diff --git a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
index c5ae838c8f0..d124ae4747d 100644
--- a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
+++ b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
@@ -418,7 +418,7 @@ class TestPurchaseReceipt(unittest.TestCase):
pi = make_purchase_invoice(pr.name)
self.assertEquals(pi.items[0].qty, 3)
- def test_make_purchase_invoice_from_dn_with_returned_qty_against_dn(self):
+ def test_make_purchase_invoice_from_pr_with_returned_qty_duplicate_items(self):
pr1 = make_purchase_receipt(qty=8, do_not_submit=True)
pr1.append("items", {
"item_code": "_Test Item",
diff --git a/erpnext/stock/report/stock_ledger/stock_ledger.py b/erpnext/stock/report/stock_ledger/stock_ledger.py
index ef9fbe41c02..a6210a697a9 100644
--- a/erpnext/stock/report/stock_ledger/stock_ledger.py
+++ b/erpnext/stock/report/stock_ledger/stock_ledger.py
@@ -22,12 +22,8 @@ def execute(filters=None):
for sle in sl_entries:
item_detail = item_details[sle.item_code]
- data.append([sle.date, sle.item_code, item_detail.item_name, item_detail.item_group,
- item_detail.brand, item_detail.description, sle.warehouse,
- item_detail.stock_uom, sle.actual_qty, sle.qty_after_transaction,
- (sle.incoming_rate if sle.actual_qty > 0 else 0.0),
- sle.valuation_rate, sle.stock_value, sle.voucher_type, sle.voucher_no,
- sle.batch_no, sle.serial_no, sle.project, sle.company])
+ sle.update(item_detail)
+ data.append(sle)
if include_uom:
conversion_factors.append(item_detail.conversion_factor)
diff --git a/erpnext/stock/report/supplier_wise_sales_analytics/supplier_wise_sales_analytics.py b/erpnext/stock/report/supplier_wise_sales_analytics/supplier_wise_sales_analytics.py
index 2a02b469fb0..6a86889aa3d 100644
--- a/erpnext/stock/report/supplier_wise_sales_analytics/supplier_wise_sales_analytics.py
+++ b/erpnext/stock/report/supplier_wise_sales_analytics/supplier_wise_sales_analytics.py
@@ -94,9 +94,13 @@ def get_suppliers_details(filters):
item_supplier_map.setdefault(d.item_code, []).append(d.supplier)
if supplier:
+ invalid_items = []
for item_code, suppliers in iteritems(item_supplier_map):
if supplier not in suppliers:
- del item_supplier_map[item_code]
+ invalid_items.append(item_code)
+
+ for item_code in invalid_items:
+ del item_supplier_map[item_code]
return item_supplier_map
diff --git a/erpnext/templates/includes/product_page.js b/erpnext/templates/includes/product_page.js
index ef69e200d9c..af98fc7987a 100644
--- a/erpnext/templates/includes/product_page.js
+++ b/erpnext/templates/includes/product_page.js
@@ -14,7 +14,9 @@ frappe.ready(function() {
callback: function(r) {
if(r.message) {
if(r.message.cart_settings.enabled) {
- $(".item-cart, .item-price, .item-stock").toggleClass("hide", (!!!r.message.product_info.price || !!!r.message.product_info.in_stock));
+ let hide_add_to_cart = !r.message.product_info.price
+ || (!r.message.product_info.in_stock && !r.message.cart_settings.allow_items_not_in_stock);
+ $(".item-cart, .item-price, .item-stock").toggleClass('hide', hide_add_to_cart);
}
if(r.message.cart_settings.show_price) {
$(".item-price").toggleClass("hide", false);
diff --git a/erpnext/templates/pages/cart.html b/erpnext/templates/pages/cart.html
index fb0c05fcddb..04d737f0557 100644
--- a/erpnext/templates/pages/cart.html
+++ b/erpnext/templates/pages/cart.html
@@ -60,7 +60,7 @@
{{doc.terms}}
{% endif %}
diff --git a/erpnext/tests/test_woocommerce.py b/erpnext/tests/test_woocommerce.py
index 373d0a0ca4f..fc850d57d76 100644
--- a/erpnext/tests/test_woocommerce.py
+++ b/erpnext/tests/test_woocommerce.py
@@ -20,15 +20,17 @@ class TestWoocommerce(unittest.TestCase):
woo_settings.enable_sync = 1
woo_settings.tax_account = "Sales Expenses - W"
woo_settings.f_n_f_account = "Expenses - W"
+ woo_settings.creation_user = "Administrator"
woo_settings.save(ignore_permissions=True)
def test_sales_order_for_woocommerece(self):
- data = {"id":75,"parent_id":0,"number":"74","order_key":"wc_order_5aa1281c2dacb","created_via":"checkout","version":"3.3.3","status":"processing","currency":"INR","date_created":"2018-03-08T12:10:04","date_created_gmt":"2018-03-08T12:10:04","date_modified":"2018-03-08T12:10:04","date_modified_gmt":"2018-03-08T12:10:04","discount_total":"0.00","discount_tax":"0.00","shipping_total":"150.00","shipping_tax":"0.00","cart_tax":"0.00","total":"649.00","total_tax":"0.00","prices_include_tax":False,"customer_id":12,"customer_ip_address":"103.54.99.5","customer_user_agent":"mozilla\\/5.0 (x11; linux x86_64) applewebkit\\/537.36 (khtml, like gecko) chrome\\/64.0.3282.186 safari\\/537.36","customer_note":"","billing":{"first_name":"Tony","last_name":"Stark","company":"Woocommerce","address_1":"Mumbai","address_2":"","city":"Dadar","state":"MH","postcode":"123","country":"IN","email":"tony@gmail.com","phone":"123457890"},"shipping":{"first_name":"Tony","last_name":"Stark","company":"","address_1":"Mumbai","address_2":"","city":"Dadar","state":"MH","postcode":"123","country":"IN"},"payment_method":"cod","payment_method_title":"Cash on delivery","transaction_id":"","date_paid":"","date_paid_gmt":"","date_completed":"","date_completed_gmt":"","cart_hash":"8e76b020d5790066496f244860c4703f","meta_data":[],"line_items":[{"id":80,"name":"Marvel","product_id":56,"variation_id":0,"quantity":1,"tax_class":"","subtotal":"499.00","subtotal_tax":"0.00","total":"499.00","total_tax":"0.00","taxes":[],"meta_data":[],"sku":"","price":499}],"tax_lines":[],"shipping_lines":[{"id":81,"method_title":"Flat rate","method_id":"flat_rate:1","total":"150.00","total_tax":"0.00","taxes":[],"meta_data":[{"id":623,"key":"Items","value":"Marvel × 1"}]}],"fee_lines":[],"coupon_lines":[],"refunds":[]}
- order(data)
+ frappe.flags.woocomm_test_order_data = {"id":75,"parent_id":0,"number":"74","order_key":"wc_order_5aa1281c2dacb","created_via":"checkout","version":"3.3.3","status":"processing","currency":"INR","date_created":"2018-03-08T12:10:04","date_created_gmt":"2018-03-08T12:10:04","date_modified":"2018-03-08T12:10:04","date_modified_gmt":"2018-03-08T12:10:04","discount_total":"0.00","discount_tax":"0.00","shipping_total":"150.00","shipping_tax":"0.00","cart_tax":"0.00","total":"649.00","total_tax":"0.00","prices_include_tax":False,"customer_id":12,"customer_ip_address":"103.54.99.5","customer_user_agent":"mozilla\\/5.0 (x11; linux x86_64) applewebkit\\/537.36 (khtml, like gecko) chrome\\/64.0.3282.186 safari\\/537.36","customer_note":"","billing":{"first_name":"Tony","last_name":"Stark","company":"Woocommerce","address_1":"Mumbai","address_2":"","city":"Dadar","state":"MH","postcode":"123","country":"IN","email":"tony@gmail.com","phone":"123457890"},"shipping":{"first_name":"Tony","last_name":"Stark","company":"","address_1":"Mumbai","address_2":"","city":"Dadar","state":"MH","postcode":"123","country":"IN"},"payment_method":"cod","payment_method_title":"Cash on delivery","transaction_id":"","date_paid":"","date_paid_gmt":"","date_completed":"","date_completed_gmt":"","cart_hash":"8e76b020d5790066496f244860c4703f","meta_data":[],"line_items":[{"id":80,"name":"Marvel","product_id":56,"variation_id":0,"quantity":1,"tax_class":"","subtotal":"499.00","subtotal_tax":"0.00","total":"499.00","total_tax":"0.00","taxes":[],"meta_data":[],"sku":"","price":499}],"tax_lines":[],"shipping_lines":[{"id":81,"method_title":"Flat rate","method_id":"flat_rate:1","total":"150.00","total_tax":"0.00","taxes":[],"meta_data":[{"id":623,"key":"Items","value":"Marvel × 1"}]}],"fee_lines":[],"coupon_lines":[],"refunds":[]}
+ order()
self.assertTrue(frappe.get_value("Customer",{"woocommerce_email":"tony@gmail.com"}))
self.assertTrue(frappe.get_value("Item",{"woocommerce_id": 56}))
self.assertTrue(frappe.get_value("Sales Order",{"woocommerce_id":75}))
+ frappe.flags.woocomm_test_order_data = {}
def emulate_request():
# Emulate Woocommerce Request
@@ -52,4 +54,4 @@ def emulate_request():
r = requests.post(url=url, headers=headers, data=data)
time.sleep(5)
- return r
\ No newline at end of file
+ return r
diff --git a/requirements.txt b/requirements.txt
index 0fee6c10847..28ba9f676ff 100644
--- a/requirements.txt
+++ b/requirements.txt
@@ -6,4 +6,5 @@ python-stdnum
braintree
gocardless_pro
woocommerce
-pandas
\ No newline at end of file
+pandas
+plaid-python
\ No newline at end of file