feat: select child item when creating one document from another

(cherry picked from commit a9936ae133)

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js

@@ -153,6 +153,9 @@ erpnext.accounts.PurchaseInvoice = class PurchaseInvoice extends erpnext.buying.
 							per_billed: ["<", 99.99],
 							company: me.frm.doc.company,
 						},
+						allow_child_item_selection: true,
+						child_fieldname: "items",
+						child_columns: ["item_code", "item_name", "qty", "amount", "billed_amt"],
 					});
 				},
 				__("Get Items From")
@@ -175,6 +178,9 @@ erpnext.accounts.PurchaseInvoice = class PurchaseInvoice extends erpnext.buying.
 							company: me.frm.doc.company,
 							is_return: 0,
 						},
+						allow_child_item_selection: true,
+						child_fieldname: "items",
+						child_columns: ["item_code", "item_name", "qty", "amount", "billed_amt"],
 					});
 				},
 				__("Get Items From")

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py

@@ -2,6 +2,8 @@
 # License: GNU General Public License v3. See license.txt
 
 
+import json
+
 import frappe
 from frappe import _, qb, throw
 from frappe.model.mapper import get_mapped_doc
@@ -2070,7 +2072,12 @@ def make_inter_company_sales_invoice(source_name, target_doc=None):
 
 
 @frappe.whitelist()
-def make_purchase_receipt(source_name, target_doc=None):
+def make_purchase_receipt(source_name, target_doc=None, args=None):
+	if args is None:
+		args = {}
+	if isinstance(args, str):
+		args = json.loads(args)
+
 	def update_item(obj, target, source_parent):
 		target.qty = flt(obj.qty) - flt(obj.received_qty)
 		target.received_qty = flt(obj.qty) - flt(obj.received_qty)
@@ -2080,6 +2087,11 @@ def make_purchase_receipt(source_name, target_doc=None):
 			(flt(obj.qty) - flt(obj.received_qty)) * flt(obj.rate) * flt(source_parent.conversion_rate)
 		)
 
+	def select_item(d):
+		filtered_items = args.get("filtered_children", [])
+		child_filter = d.name in filtered_items if filtered_items else True
+		return child_filter
+
 	doc = get_mapped_doc(
 		"Purchase Invoice",
 		source_name,
@@ -2103,7 +2115,7 @@ def make_purchase_receipt(source_name, target_doc=None):
 					"wip_composite_asset": "wip_composite_asset",
 				},
 				"postprocess": update_item,
-				"condition": lambda doc: abs(doc.received_qty) < abs(doc.qty),
+				"condition": lambda doc: abs(doc.received_qty) < abs(doc.qty) and select_item(doc),
 			},
 			"Purchase Taxes and Charges": {"doctype": "Purchase Taxes and Charges"},
 		},

erpnext/accounts/doctype/sales_invoice/sales_invoice.js

@@ -259,6 +259,9 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends (
 						per_billed: ["<", 99.99],
 						company: me.frm.doc.company,
 					},
+					allow_child_item_selection: true,
+					child_fieldname: "items",
+					child_columns: ["item_code", "item_name", "qty", "amount", "billed_amt"],
 				});
 			},
 			__("Get Items From")
@@ -288,6 +291,9 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends (
 						status: ["!=", "Lost"],
 						company: me.frm.doc.company,
 					},
+					allow_child_item_selection: true,
+					child_fieldname: "items",
+					child_columns: ["item_code", "item_name", "qty", "rate", "amount"],
 				});
 			},
 			__("Get Items From")
@@ -319,6 +325,9 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends (
 							filters: filters,
 						};
 					},
+					allow_child_item_selection: true,
+					child_fieldname: "items",
+					child_columns: ["item_code", "item_name", "qty", "amount", "billed_amt"],
 				});
 			},
 			__("Get Items From")

erpnext/buying/doctype/purchase_order/purchase_order.py

@@ -724,7 +724,12 @@ def set_missing_values(source, target):
 
 
 @frappe.whitelist()
-def make_purchase_receipt(source_name, target_doc=None):
+def make_purchase_receipt(source_name, target_doc=None, args=None):
+	if args is None:
+		args = {}
+	if isinstance(args, str):
+		args = json.loads(args)
+
 	has_unit_price_items = frappe.db.get_value("Purchase Order", source_name, "has_unit_price_items")
 
 	def is_unit_price_row(source):
@@ -738,6 +743,11 @@ def make_purchase_receipt(source_name, target_doc=None):
 			(flt(obj.qty) - flt(obj.received_qty)) * flt(obj.rate) * flt(source_parent.conversion_rate)
 		)
 
+	def select_item(d):
+		filtered_items = args.get("filtered_children", [])
+		child_filter = d.name in filtered_items if filtered_items else True
+		return child_filter
+
 	doc = get_mapped_doc(
 		"Purchase Order",
 		source_name,
@@ -765,7 +775,8 @@ def make_purchase_receipt(source_name, target_doc=None):
 				"condition": lambda doc: (
 					True if is_unit_price_row(doc) else abs(doc.received_qty) < abs(doc.qty)
 				)
-				and doc.delivered_by_supplier != 1,
+				and doc.delivered_by_supplier != 1
+				and select_item(doc),
 			},
 			"Purchase Taxes and Charges": {"doctype": "Purchase Taxes and Charges", "reset_value": True},
 		},
@@ -777,8 +788,8 @@ def make_purchase_receipt(source_name, target_doc=None):
 
 
 @frappe.whitelist()
-def make_purchase_invoice(source_name, target_doc=None):
-	return get_mapped_purchase_invoice(source_name, target_doc)
+def make_purchase_invoice(source_name, target_doc=None, args=None):
+	return get_mapped_purchase_invoice(source_name, target_doc, args=args)
 
 
 @frappe.whitelist()
@@ -792,7 +803,12 @@ def make_purchase_invoice_from_portal(purchase_order_name):
 	frappe.response.location = "/purchase-invoices/" + doc.name
 
 
-def get_mapped_purchase_invoice(source_name, target_doc=None, ignore_permissions=False):
+def get_mapped_purchase_invoice(source_name, target_doc=None, ignore_permissions=False, args=None):
+	if args is None:
+		args = {}
+	if isinstance(args, str):
+		args = json.loads(args)
+
 	def postprocess(source, target):
 		target.flags.ignore_permissions = ignore_permissions
 		set_missing_values(source, target)
@@ -832,6 +848,11 @@ def get_mapped_purchase_invoice(source_name, target_doc=None, ignore_permissions
 			or item_group.get("buying_cost_center")
 		)
 
+	def select_item(d):
+		filtered_items = args.get("filtered_children", [])
+		child_filter = d.name in filtered_items if filtered_items else True
+		return child_filter
+
 	fields = {
 		"Purchase Order": {
 			"doctype": "Purchase Invoice",
@@ -854,7 +875,8 @@ def get_mapped_purchase_invoice(source_name, target_doc=None, ignore_permissions
 				"wip_composite_asset": "wip_composite_asset",
 			},
 			"postprocess": update_item,
-			"condition": lambda doc: (doc.base_amount == 0 or abs(doc.billed_amt) < abs(doc.amount)),
+			"condition": lambda doc: (doc.base_amount == 0 or abs(doc.billed_amt) < abs(doc.amount))
+			and select_item(doc),
 		},
 		"Purchase Taxes and Charges": {"doctype": "Purchase Taxes and Charges", "reset_value": True},
 	}

erpnext/selling/doctype/quotation/quotation.py

@@ -2,6 +2,8 @@
 # License: GNU General Public License v3. See license.txt
 
 
+import json
+
 import frappe
 from frappe import _
 from frappe.model.mapper import get_mapped_doc
@@ -347,7 +349,7 @@ def get_list_context(context=None):
 
 
 @frappe.whitelist()
-def make_sales_order(source_name: str, target_doc=None):
+def make_sales_order(source_name: str, target_doc=None, args=None):
 	if not frappe.db.get_singles_value(
 		"Selling Settings", "allow_sales_order_creation_for_expired_quotation"
 	):
@@ -359,10 +361,15 @@ def make_sales_order(source_name: str, target_doc=None):
 		):
 			frappe.throw(_("Validity period of this quotation has ended."))
 
-	return _make_sales_order(source_name, target_doc)
+	return _make_sales_order(source_name, target_doc, args=args)
 
 
-def _make_sales_order(source_name, target_doc=None, ignore_permissions=False):
+def _make_sales_order(source_name, target_doc=None, ignore_permissions=False, args=None):
+	if args is None:
+		args = {}
+	if isinstance(args, str):
+		args = json.loads(args)
+
 	customer = _make_customer(source_name, ignore_permissions)
 	ordered_items = get_ordered_items(source_name)
 
@@ -430,6 +437,11 @@ def _make_sales_order(source_name, target_doc=None, ignore_permissions=False):
 		# Simple row
 		return True
 
+	def select_item(d):
+		filtered_items = args.get("filtered_children", [])
+		child_filter = d.name in filtered_items if filtered_items else True
+		return child_filter
+
 	doclist = get_mapped_doc(
 		"Quotation",
 		source_name,
@@ -439,7 +451,7 @@ def _make_sales_order(source_name, target_doc=None, ignore_permissions=False):
 				"doctype": "Sales Order Item",
 				"field_map": {"parent": "prevdoc_docname", "name": "quotation_item"},
 				"postprocess": update_item,
-				"condition": can_map_row,
+				"condition": lambda d: can_map_row(d) and select_item(d),
 			},
 			"Sales Taxes and Charges": {"doctype": "Sales Taxes and Charges", "reset_value": True},
 			"Sales Team": {"doctype": "Sales Team", "add_if_empty": True},
@@ -476,11 +488,16 @@ def set_expired_status():
 
 
 @frappe.whitelist()
-def make_sales_invoice(source_name, target_doc=None):
-	return _make_sales_invoice(source_name, target_doc)
+def make_sales_invoice(source_name, target_doc=None, args=None):
+	return _make_sales_invoice(source_name, target_doc, args=args)
 
 
-def _make_sales_invoice(source_name, target_doc=None, ignore_permissions=False):
+def _make_sales_invoice(source_name, target_doc=None, ignore_permissions=False, args=None):
+	if args is None:
+		args = {}
+	if isinstance(args, str):
+		args = json.loads(args)
+
 	customer = _make_customer(source_name, ignore_permissions)
 
 	def set_missing_values(source, target):
@@ -496,6 +513,11 @@ def _make_sales_invoice(source_name, target_doc=None, ignore_permissions=False):
 		target.cost_center = None
 		target.stock_qty = flt(obj.qty) * flt(obj.conversion_factor)
 
+	def select_item(d):
+		filtered_items = args.get("filtered_children", [])
+		child_filter = d.name in filtered_items if filtered_items else True
+		return child_filter
+
 	doclist = get_mapped_doc(
 		"Quotation",
 		source_name,
@@ -504,7 +526,7 @@ def _make_sales_invoice(source_name, target_doc=None, ignore_permissions=False):
 			"Quotation Item": {
 				"doctype": "Sales Invoice Item",
 				"postprocess": update_item,
-				"condition": lambda row: not row.is_alternative,
+				"condition": lambda row: not row.is_alternative and select_item(row),
 			},
 			"Sales Taxes and Charges": {"doctype": "Sales Taxes and Charges", "reset_value": True},
 			"Sales Team": {"doctype": "Sales Team", "add_if_empty": True},

erpnext/selling/doctype/sales_order/sales_order.js

@@ -793,6 +793,9 @@ erpnext.selling.SalesOrderController = class SalesOrderController extends erpnex
 							docstatus: 1,
 							status: ["!=", "Lost"],
 						},
+						allow_child_item_selection: true,
+						child_fieldname: "items",
+						child_columns: ["item_code", "item_name", "qty", "rate", "amount"],
 					});
 
 					setTimeout(() => {

erpnext/selling/doctype/sales_order/sales_order.py

@@ -977,6 +977,11 @@ def make_delivery_note(source_name, target_doc=None, kwargs=None):
 	def is_unit_price_row(source):
 		return has_unit_price_items and source.qty == 0
 
+	def select_item(d):
+		filtered_items = kwargs.get("filtered_children", [])
+		child_filter = d.name in filtered_items if filtered_items else True
+		return child_filter
+
 	def set_missing_values(source, target):
 		if kwargs.get("ignore_pricing_rule"):
 			# Skip pricing rule when the dn is creating from the pick list
@@ -1042,7 +1047,7 @@ def make_delivery_note(source_name, target_doc=None, kwargs=None):
 				"name": "so_detail",
 				"parent": "against_sales_order",
 			},
-			"condition": condition,
+			"condition": lambda d: condition(d) and select_item(d),
 			"postprocess": update_item,
 		}
 
@@ -1098,7 +1103,12 @@ def make_delivery_note(source_name, target_doc=None, kwargs=None):
 
 
 @frappe.whitelist()
-def make_sales_invoice(source_name, target_doc=None, ignore_permissions=False):
+def make_sales_invoice(source_name, target_doc=None, ignore_permissions=False, args=None):
+	if args is None:
+		args = {}
+	if isinstance(args, str):
+		args = json.loads(args)
+
 	# 0 qty is accepted, as the qty is uncertain for some items
 	has_unit_price_items = frappe.db.get_value("Sales Order", source_name, "has_unit_price_items")
 
@@ -1158,6 +1168,11 @@ def make_sales_invoice(source_name, target_doc=None, ignore_permissions=False):
 			if cost_center:
 				target.cost_center = cost_center
 
+	def select_item(d):
+		filtered_items = args.get("filtered_children", [])
+		child_filter = d.name in filtered_items if filtered_items else True
+		return child_filter
+
 	doclist = get_mapped_doc(
 		"Sales Order",
 		source_name,
@@ -1182,7 +1197,8 @@ def make_sales_invoice(source_name, target_doc=None, ignore_permissions=False):
 					True
 					if is_unit_price_row(doc)
 					else (doc.qty and (doc.base_amount == 0 or abs(doc.billed_amt) < abs(doc.amount)))
-				),
+				)
+				and select_item(doc),
 			},
 			"Sales Taxes and Charges": {
 				"doctype": "Sales Taxes and Charges",

erpnext/stock/doctype/delivery_note/delivery_note.js

@@ -182,6 +182,9 @@ erpnext.stock.DeliveryNoteController = class DeliveryNoteController extends (
 							company: me.frm.doc.company,
 							project: me.frm.doc.project || undefined,
 						},
+						allow_child_item_selection: true,
+						child_fieldname: "items",
+						child_columns: ["item_code", "item_name", "qty", "delivered_qty"],
 					});
 				},
 				__("Get Items From")
@@ -231,6 +234,9 @@ erpnext.stock.DeliveryNoteController = class DeliveryNoteController extends (
 						},
 						get_query_method: "erpnext.stock.doctype.pick_list.pick_list.get_pick_list_query",
 						size: "extra-large",
+						allow_child_item_selection: true,
+						child_fieldname: "locations",
+						child_columns: ["item_code", "item_name", "stock_qty", "delivered_qty"],
 					});
 				},
 				__("Get Items From")

erpnext/stock/doctype/delivery_note/delivery_note.py

@@ -2,6 +2,8 @@
 # License: GNU General Public License v3. See license.txt
 
 
+import json
+
 import frappe
 from frappe import _
 from frappe.contacts.doctype.address.address import get_company_address
@@ -824,6 +826,11 @@ def get_returned_qty_map(delivery_note):
 
 @frappe.whitelist()
 def make_sales_invoice(source_name, target_doc=None, args=None):
+	if args is None:
+		args = {}
+	if isinstance(args, str):
+		args = json.loads(args)
+
 	doc = frappe.get_doc("Delivery Note", source_name)
 
 	to_make_invoice_qty_map = {}
@@ -875,6 +882,11 @@ def make_sales_invoice(source_name, target_doc=None, args=None):
 
 		return pending_qty
 
+	def select_item(d):
+		filtered_items = args.get("filtered_children", [])
+		child_filter = d.name in filtered_items if filtered_items else True
+		return child_filter
+
 	doc = get_mapped_doc(
 		"Delivery Note",
 		source_name,
@@ -897,6 +909,7 @@ def make_sales_invoice(source_name, target_doc=None, args=None):
 				"filter": lambda d: get_pending_qty(d) <= 0
 				if not doc.get("is_return")
 				else get_pending_qty(d) > 0,
+				"condition": select_item,
 			},
 			"Sales Taxes and Charges": {
 				"doctype": "Sales Taxes and Charges",

erpnext/stock/doctype/pick_list/pick_list.py

@@ -1252,11 +1252,16 @@ def create_dn_wo_so(pick_list, delivery_note=None):
 @frappe.whitelist()
 def create_dn_for_pick_lists(source_name, target_doc=None, kwargs=None):
 	"""Get Items from Multiple Pick Lists and create a Delivery Note for filtered customer"""
+	if kwargs is None:
+		kwargs = {}
+	if isinstance(kwargs, str):
+		kwargs = json.loads(kwargs)
+
 	pick_list = frappe.get_doc("Pick List", source_name)
 	validate_item_locations(pick_list)
 
-	sales_order_arg = kwargs.get("sales_order") if kwargs else None
-	customer_arg = kwargs.get("customer") if kwargs else None
+	sales_order_arg = kwargs.get("sales_order")
+	customer_arg = kwargs.get("customer")
 
 	if sales_order_arg:
 		sales_orders = {sales_order_arg}
@@ -1270,7 +1275,7 @@ def create_dn_for_pick_lists(source_name, target_doc=None, kwargs=None):
 				pluck="name",
 			)
 
-	delivery_note = create_dn_from_so(pick_list, sales_orders, delivery_note=target_doc)
+	delivery_note = create_dn_from_so(pick_list, sales_orders, delivery_note=target_doc, kwargs=kwargs)
 
 	if not sales_order_arg and not all(item.sales_order for item in pick_list.locations):
 		if isinstance(delivery_note, str):
@@ -1296,10 +1301,15 @@ def create_dn_with_so(sales_dict, pick_list):
 	return delivery_note
 
 
-def create_dn_from_so(pick_list, sales_order_list, delivery_note=None):
+def create_dn_from_so(pick_list, sales_order_list, delivery_note=None, kwargs=None):
 	if not sales_order_list:
 		return delivery_note
 
+	def select_item(d):
+		filtered_items = kwargs.get("filtered_children", [])
+		child_filter = d.name in filtered_items if filtered_items else True
+		return child_filter
+
 	item_table_mapper = {
 		"doctype": "Delivery Note Item",
 		"field_map": {
@@ -1307,7 +1317,9 @@ def create_dn_from_so(pick_list, sales_order_list, delivery_note=None):
 			"name": "so_detail",
 			"parent": "against_sales_order",
 		},
-		"condition": lambda doc: abs(doc.delivered_qty) < abs(doc.qty) and doc.delivered_by_supplier != 1,
+		"condition": lambda doc: abs(doc.delivered_qty) < abs(doc.qty)
+		and doc.delivered_by_supplier != 1
+		and select_item(doc),
 	}
 
 	kwargs = {"skip_item_mapping": True, "ignore_pricing_rule": pick_list.ignore_pricing_rule}

erpnext/stock/doctype/purchase_receipt/purchase_receipt.js

@@ -150,7 +150,11 @@ frappe.ui.form.on("Purchase Receipt", {
 							docstatus: 1,
 							per_received: ["<", 100],
 							company: frm.doc.company,
+							update_stock: 0,
 						},
+						allow_child_item_selection: true,
+						child_fieldname: "items",
+						child_columns: ["item_code", "item_name", "qty", "received_qty"],
 					});
 				},
 				__("Get Items From")
@@ -255,6 +259,9 @@ erpnext.stock.PurchaseReceiptController = class PurchaseReceiptController extend
 								per_received: ["<", 99.99],
 								company: me.frm.doc.company,
 							},
+							allow_child_item_selection: true,
+							child_fieldname: "items",
+							child_columns: ["item_code", "item_name", "qty", "received_qty"],
 						});
 					},
 					__("Get Items From")

erpnext/stock/doctype/purchase_receipt/purchase_receipt.py

@@ -2,6 +2,8 @@
 # License: GNU General Public License v3. See license.txt
 
 
+import json
+
 import frappe
 from frappe import _, throw
 from frappe.desk.notifications import clear_doctype_notifications
@@ -1225,6 +1227,11 @@ def get_item_wise_returned_qty(pr_doc):
 
 @frappe.whitelist()
 def make_purchase_invoice(source_name, target_doc=None, args=None):
+	if args is None:
+		args = {}
+	if isinstance(args, str):
+		args = json.loads(args)
+
 	from erpnext.accounts.party import get_payment_terms_template
 
 	doc = frappe.get_doc("Purchase Receipt", source_name)
@@ -1279,6 +1286,11 @@ def make_purchase_invoice(source_name, target_doc=None, args=None):
 
 		return pending_qty, returned_qty
 
+	def select_item(d):
+		filtered_items = args.get("filtered_children", [])
+		child_filter = d.name in filtered_items if filtered_items else True
+		return child_filter
+
 	doclist = get_mapped_doc(
 		"Purchase Receipt",
 		source_name,
@@ -1308,9 +1320,10 @@ def make_purchase_invoice(source_name, target_doc=None, args=None):
 					"wip_composite_asset": "wip_composite_asset",
 				},
 				"postprocess": update_item,
-				"filter": lambda d: get_pending_qty(d)[0] <= 0
-				if not doc.get("is_return")
-				else get_pending_qty(d)[0] > 0,
+				"filter": lambda d: (
+					get_pending_qty(d)[0] <= 0 if not doc.get("is_return") else get_pending_qty(d)[0] > 0
+				)
+				and select_item(d),
 			},
 			"Purchase Taxes and Charges": {
 				"doctype": "Purchase Taxes and Charges",