Merge branch 'version-13-hotfix' into backport/version-13-hotfix/27524

.github/helper/documentation.py

@@ -34,9 +34,9 @@ if __name__ == "__main__":
 
 	if response.ok:
 		payload = response.json()
-		title = payload.get("title", "").lower().strip()
+		title = (payload.get("title") or "").lower().strip()
-		head_sha = payload.get("head", {}).get("sha")
+		head_sha = (payload.get("head") or {}).get("sha")
-		body = payload.get("body", "").lower()
+		body = (payload.get("body") or "").lower()
 
 		if (title.startswith("feat")
 			and head_sha

erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.js

@@ -79,7 +79,6 @@ frappe.ui.form.on('Chart of Accounts Importer', {
 			$(frm.fields_dict['chart_tree'].wrapper).empty(); // empty wrapper on removing file
 		} else {
 			generate_tree_preview(frm);
-			validate_csv_data(frm);
 		}
 	},
 
@@ -104,23 +103,6 @@ frappe.ui.form.on('Chart of Accounts Importer', {
 	}
 });
 
-var validate_csv_data = function(frm) {
-	frappe.call({
-		method: "erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.validate_accounts",
-		args: {file_name: frm.doc.import_file},
-		callback: function(r) {
-			if(r.message && r.message[0]===true) {
-				frm.page["show_import_button"] = true;
-				frm.page["total_accounts"] = r.message[1];
-				frm.trigger("refresh");
-			} else {
-				frm.page.set_indicator(__('Resolve error and upload again.'), 'orange');
-				frappe.throw(__(r.message));
-			}
-		}
-	});
-};
-
 var create_import_button = function(frm) {
 	frm.page.set_primary_action(__("Import"), function () {
 		frappe.call({
@@ -151,23 +133,25 @@ var create_reset_button = function(frm) {
 };
 
 var generate_tree_preview = function(frm) {
-	let parent = __('All Accounts');
+	if (frm.doc.import_file) {
-	$(frm.fields_dict['chart_tree'].wrapper).empty(); // empty wrapper to load new data
+		let parent = __('All Accounts');
+		$(frm.fields_dict['chart_tree'].wrapper).empty(); // empty wrapper to load new data
 
-	// generate tree structure based on the csv data
+		// generate tree structure based on the csv data
-	new frappe.ui.Tree({
+		new frappe.ui.Tree({
-		parent: $(frm.fields_dict['chart_tree'].wrapper),
+			parent: $(frm.fields_dict['chart_tree'].wrapper),
-		label: parent,
+			label: parent,
-		expandable: true,
+			expandable: true,
-		method: 'erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.get_coa',
+			method: 'erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.get_coa',
-		args: {
+			args: {
-			file_name: frm.doc.import_file,
+				file_name: frm.doc.import_file,
-			parent: parent,
+				parent: parent,
-			doctype: 'Chart of Accounts Importer',
+				doctype: 'Chart of Accounts Importer',
-			file_type: frm.doc.file_type
+				file_type: frm.doc.file_type
-		},
+			},
-		onclick: function(node) {
+			onclick: function(node) {
-			parent = node.value;
+				parent = node.value;
-		}
+			}
-	});
+		});
+	}
 };

erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py

@@ -25,8 +25,16 @@ from erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts import
 
 
 class ChartofAccountsImporter(Document):
-	def validate(self):
+	pass
-		validate_accounts(self.import_file)
+
+def validate_columns(data):
+	if not data:
+		frappe.throw(_('No data found. Seems like you uploaded a blank file'))
+
+	no_of_columns = max([len(d) for d in data])
+
+	if no_of_columns > 7:
+		frappe.throw(_('More columns found than expected. Please compare the uploaded file with standard template'))
 
 @frappe.whitelist()
 def validate_company(company):
@@ -131,6 +139,8 @@ def get_coa(doctype, parent, is_root=False, file_name=None):
 	else:
 		data = generate_data_from_excel(file_doc, extension)
 
+	validate_columns(data)
+	validate_accounts(data)
 	forest = build_forest(data)
 	accounts = build_tree_from_json("", chart_data=forest) # returns alist of dict in a tree render-able form
 
@@ -322,9 +332,6 @@ def validate_accounts(file_name):
 
 def validate_root(accounts):
 	roots = [accounts[d] for d in accounts if not accounts[d].get('parent_account')]
-	if len(roots) < 4:
-		frappe.throw(_("Number of root accounts cannot be less than 4"))
-
 	error_messages = []
 
 	for account in roots:
@@ -364,20 +371,12 @@ def get_mandatory_account_types():
 
 def validate_account_types(accounts):
 	account_types_for_ledger = ["Cost of Goods Sold", "Depreciation", "Fixed Asset", "Payable", "Receivable", "Stock Adjustment"]
-	account_types = [accounts[d]["account_type"] for d in accounts if not accounts[d]['is_group'] == 1]
+	account_types = [accounts[d]["account_type"] for d in accounts if not cint(accounts[d]['is_group']) == 1]
 
 	missing = list(set(account_types_for_ledger) - set(account_types))
 	if missing:
 		frappe.throw(_("Please identify/create Account (Ledger) for type - {0}").format(' , '.join(missing)))
 
-	account_types_for_group = ["Bank", "Cash", "Stock"]
-	# fix logic bug
-	account_groups = [accounts[d]["account_type"] for d in accounts if accounts[d]['is_group'] == 1]
-
-	missing = list(set(account_types_for_group) - set(account_groups))
-	if missing:
-		frappe.throw(_("Please identify/create Account (Group) for type - {0}").format(' , '.join(missing)))
-
 def unset_existing_data(company):
 	linked = frappe.db.sql('''select fieldname from tabDocField
 		where fieldtype="Link" and options="Account" and parent="Company"''', as_dict=True)

erpnext/accounts/doctype/payment_entry_reference/payment_entry_reference.json

@@ -93,6 +93,7 @@
    "options": "Payment Term"
   },
   {
+   "depends_on": "exchange_gain_loss",
    "fieldname": "exchange_gain_loss",
    "fieldtype": "Currency",
    "label": "Exchange Gain/Loss",
@@ -103,7 +104,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2021-04-21 13:30:11.605388",
+ "modified": "2021-09-26 17:06:55.597389",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Payment Entry Reference",

erpnext/accounts/doctype/payment_reconciliation_allocation/payment_reconciliation_allocation.json

@@ -7,6 +7,7 @@
  "field_order": [
   "reference_type",
   "reference_name",
+  "reference_row",
   "column_break_3",
   "invoice_type",
   "invoice_number",
@@ -121,11 +122,17 @@
    "label": "Amount",
    "options": "Currency",
    "read_only": 1
+  },
+  {
+   "fieldname": "reference_row",
+   "fieldtype": "Data",
+   "hidden": 1,
+   "label": "Reference Row"
   }
  ],
  "istable": 1,
  "links": [],
- "modified": "2021-08-30 10:58:42.665107",
+ "modified": "2021-09-20 17:23:09.455803",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Payment Reconciliation Allocation",

erpnext/accounts/doctype/pos_invoice_merge_log/pos_invoice_merge_log.js

@@ -4,7 +4,7 @@
 frappe.ui.form.on('POS Invoice Merge Log', {
 	setup: function(frm) {
 		frm.set_query("pos_invoice", "pos_invoices", doc => {
-			return{
+			return {
 				filters: {
 					'docstatus': 1,
 					'customer': doc.customer,
@@ -12,5 +12,10 @@ frappe.ui.form.on('POS Invoice Merge Log', {
 				}
 			}
 		});
+	},
+
+	merge_invoices_based_on: function(frm) {
+		frm.set_value('customer', '');
+		frm.set_value('customer_group', '');
 	}
 });

erpnext/accounts/doctype/pos_invoice_merge_log/pos_invoice_merge_log.json

@@ -6,9 +6,11 @@
  "engine": "InnoDB",
  "field_order": [
   "posting_date",
-  "customer",
+  "merge_invoices_based_on",
   "column_break_3",
   "pos_closing_entry",
+  "customer",
+  "customer_group",
   "section_break_3",
   "pos_invoices",
   "references_section",
@@ -88,12 +90,27 @@
    "fieldtype": "Link",
    "label": "POS Closing Entry",
    "options": "POS Closing Entry"
+  },
+  {
+   "fieldname": "merge_invoices_based_on",
+   "fieldtype": "Select",
+   "label": "Merge Invoices Based On",
+   "options": "Customer\nCustomer Group",
+   "reqd": 1
+  },
+  {
+   "depends_on": "eval:doc.merge_invoices_based_on == 'Customer Group'",
+   "fieldname": "customer_group",
+   "fieldtype": "Link",
+   "label": "Customer Group",
+   "mandatory_depends_on": "eval:doc.merge_invoices_based_on == 'Customer Group'",
+   "options": "Customer Group"
   }
  ],
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2020-12-01 11:53:57.267579",
+ "modified": "2021-09-14 11:17:19.001142",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "POS Invoice Merge Log",

erpnext/accounts/doctype/pos_invoice_merge_log/pos_invoice_merge_log.py

@@ -23,6 +23,9 @@ class POSInvoiceMergeLog(Document):
 		self.validate_pos_invoice_status()
 
 	def validate_customer(self):
+		if self.merge_invoices_based_on == 'Customer Group':
+			return
+
 		for d in self.pos_invoices:
 			if d.customer != self.customer:
 				frappe.throw(_("Row #{}: POS Invoice {} is not against customer {}").format(d.idx, d.pos_invoice, self.customer))
@@ -124,7 +127,7 @@ class POSInvoiceMergeLog(Document):
 				found = False
 				for i in items:
 					if (i.item_code == item.item_code and not i.serial_no and not i.batch_no and
-						i.uom == item.uom and i.net_rate == item.net_rate):
+						i.uom == item.uom and i.net_rate == item.net_rate and i.warehouse == item.warehouse):
 						found = True
 						i.qty = i.qty + item.qty
 
@@ -172,6 +175,11 @@ class POSInvoiceMergeLog(Document):
 		invoice.discount_amount = 0.0
 		invoice.taxes_and_charges = None
 		invoice.ignore_pricing_rule = 1
+		invoice.customer = self.customer
+
+		if self.merge_invoices_based_on == 'Customer Group':
+			invoice.flags.ignore_pos_profile = True
+			invoice.pos_profile = ''
 
 		return invoice
 
@@ -228,7 +236,7 @@ def get_all_unconsolidated_invoices():
 	return pos_invoices
 
 def get_invoice_customer_map(pos_invoices):
-	# pos_invoice_customer_map = { 'Customer 1': [{}, {}, {}], 'Custoemr 2' : [{}] }
+	# pos_invoice_customer_map = { 'Customer 1': [{}, {}, {}], 'Customer 2' : [{}] }
 	pos_invoice_customer_map = {}
 	for invoice in pos_invoices:
 		customer = invoice.get('customer')

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py

@@ -15,6 +15,7 @@ from erpnext.accounts.deferred_revenue import validate_service_stop_date
 from erpnext.accounts.doctype.gl_entry.gl_entry import update_outstanding_amt
 from erpnext.accounts.doctype.sales_invoice.sales_invoice import (
 	check_if_return_invoice_linked_with_payment_entry,
+	is_overdue,
 	unlink_inter_company_doc,
 	update_linked_doc,
 	validate_inter_company_party,
@@ -1139,10 +1140,7 @@ class PurchaseInvoice(BuyingController):
 				self.status = 'Draft'
 			return
 
-		precision = self.precision("outstanding_amount")
+		outstanding_amount = flt(self.outstanding_amount, self.precision("outstanding_amount"))
-		outstanding_amount = flt(self.outstanding_amount, precision)
-		due_date = getdate(self.due_date)
-		nowdate = getdate()
 
 		if not status:
 			if self.docstatus == 2:
@@ -1150,9 +1148,11 @@ class PurchaseInvoice(BuyingController):
 			elif self.docstatus == 1:
 				if self.is_internal_transfer():
 					self.status = 'Internal Transfer'
-				elif outstanding_amount > 0 and due_date < nowdate:
+				elif is_overdue(self):
 					self.status = "Overdue"
-				elif outstanding_amount > 0 and due_date >= nowdate:
+				elif 0 < outstanding_amount < flt(self.grand_total, self.precision("grand_total")):
+					self.status = "Partly Paid"
+				elif outstanding_amount > 0 and getdate(self.due_date) >= getdate():
 					self.status = "Unpaid"
 				#Check if outstanding amount is 0 due to debit note issued against invoice
 				elif outstanding_amount <= 0 and self.is_return == 0 and frappe.db.get_value('Purchase Invoice', {'is_return': 1, 'return_against': self.name, 'docstatus': 1}):

erpnext/accounts/doctype/purchase_invoice/purchase_invoice_list.js

@@ -2,28 +2,58 @@
 // License: GNU General Public License v3. See license.txt
 
 // render
-frappe.listview_settings['Purchase Invoice'] = {
+frappe.listview_settings["Purchase Invoice"] = {
-	add_fields: ["supplier", "supplier_name", "base_grand_total", "outstanding_amount", "due_date", "company",
+	add_fields: [
-		"currency", "is_return", "release_date", "on_hold", "represents_company", "is_internal_supplier"],
+		"supplier",
-	get_indicator: function(doc) {
+		"supplier_name",
-		if ((flt(doc.outstanding_amount) <= 0) && doc.docstatus == 1 &&  doc.status == 'Debit Note Issued') {
+		"base_grand_total",
-			return [__("Debit Note Issued"), "darkgrey", "outstanding_amount,<=,0"];
+		"outstanding_amount",
-		} else if (flt(doc.outstanding_amount) > 0 && doc.docstatus==1) {
+		"due_date",
-			if(cint(doc.on_hold) && !doc.release_date) {
+		"company",
-				return [__("On Hold"), "darkgrey"];
+		"currency",
-			} else if (cint(doc.on_hold) && doc.release_date && frappe.datetime.get_diff(doc.release_date, frappe.datetime.nowdate()) > 0) {
+		"is_return",
-				return [__("Temporarily on Hold"), "darkgrey"];
+		"release_date",
-			} else if (frappe.datetime.get_diff(doc.due_date) < 0) {
+		"on_hold",
-				return [__("Overdue"), "red", "outstanding_amount,>,0|due_date,<,Today"];
+		"represents_company",
-			} else {
+		"is_internal_supplier",
-				return [__("Unpaid"), "orange", "outstanding_amount,>,0|due_date,>=,Today"];
+	],
-			}
+	get_indicator(doc) {
-		} else if (cint(doc.is_return)) {
+		if (doc.status == "Debit Note Issued") {
-			return [__("Return"), "gray", "is_return,=,Yes"];
+			return [__(doc.status), "darkgrey", "status,=," + doc.status];
-		} else if (doc.company == doc.represents_company && doc.is_internal_supplier) {
-			return [__("Internal Transfer"), "darkgrey", "outstanding_amount,=,0"];
-		} else if (flt(doc.outstanding_amount)==0 && doc.docstatus==1) {
-			return [__("Paid"), "green", "outstanding_amount,=,0"];
 		}
-	}
+
+		if (
+			flt(doc.outstanding_amount) > 0 &&
+			doc.docstatus == 1 &&
+			cint(doc.on_hold)
+		) {
+			if (!doc.release_date) {
+				return [__("On Hold"), "darkgrey"];
+			} else if (
+				frappe.datetime.get_diff(
+					doc.release_date,
+					frappe.datetime.nowdate()
+				) > 0
+			) {
+				return [__("Temporarily on Hold"), "darkgrey"];
+			}
+		}
+
+		const status_colors = {
+			"Unpaid": "orange",
+			"Paid": "green",
+			"Return": "gray",
+			"Overdue": "red",
+			"Partly Paid": "yellow",
+			"Internal Transfer": "darkgrey",
+		};
+
+		if (status_colors[doc.status]) {
+			return [
+				__(doc.status),
+				status_colors[doc.status],
+				"status,=," + doc.status,
+			];
+		}
+	},
 };

erpnext/accounts/doctype/purchase_invoice_advance/purchase_invoice_advance.json

@@ -97,6 +97,7 @@
    "width": "100px"
   },
   {
+   "depends_on": "exchange_gain_loss",
    "fieldname": "exchange_gain_loss",
    "fieldtype": "Currency",
    "label": "Exchange Gain/Loss",
@@ -104,6 +105,7 @@
    "read_only": 1
   },
   {
+   "depends_on": "exchange_gain_loss",
    "fieldname": "ref_exchange_rate",
    "fieldtype": "Float",
    "label": "Reference Exchange Rate",
@@ -115,7 +117,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2021-04-20 16:26:53.820530",
+ "modified": "2021-09-26 15:47:28.167371",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Purchase Invoice Advance",

erpnext/accounts/doctype/sales_invoice/sales_invoice.json

@@ -1652,7 +1652,7 @@
    "label": "Status",
    "length": 30,
    "no_copy": 1,
-   "options": "\nDraft\nReturn\nCredit Note Issued\nSubmitted\nPaid\nUnpaid\nUnpaid and Discounted\nOverdue and Discounted\nOverdue\nCancelled\nInternal Transfer",
+   "options": "\nDraft\nReturn\nCredit Note Issued\nSubmitted\nPaid\nPartly Paid\nUnpaid\nUnpaid and Discounted\nPartly Paid and Discounted\nOverdue and Discounted\nOverdue\nCancelled\nInternal Transfer",
    "print_hide": 1,
    "read_only": 1
   },
@@ -2032,11 +2032,12 @@
    "link_fieldname": "consolidated_invoice"
   }
  ],
- "modified": "2021-09-08 15:24:25.486499",
+ "modified": "2021-09-21 09:27:50.191854",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Sales Invoice",
  "name_case": "Title Case",
+ "naming_rule": "By \"Naming Series\" field",
  "owner": "Administrator",
  "permissions": [
   {

erpnext/accounts/doctype/sales_invoice/sales_invoice.py

@@ -501,7 +501,7 @@ class SalesInvoice(SellingController):
 			self.account_for_change_amount = frappe.get_cached_value('Company',  self.company,  'default_cash_account')
 
 		from erpnext.stock.get_item_details import get_pos_profile, get_pos_profile_item_details
-		if not self.pos_profile:
+		if not self.pos_profile and not self.flags.ignore_pos_profile:
 			pos_profile = get_pos_profile(self.company) or {}
 			if not pos_profile:
 				return
@@ -1472,14 +1472,7 @@ class SalesInvoice(SellingController):
 				self.status = 'Draft'
 			return
 
-		precision = self.precision("outstanding_amount")
+		outstanding_amount = flt(self.outstanding_amount, self.precision("outstanding_amount"))
-		outstanding_amount = flt(self.outstanding_amount, precision)
-		due_date = getdate(self.due_date)
-		nowdate = getdate()
-
-		discounting_status = None
-		if self.is_discounted:
-			discounting_status = get_discounting_status(self.name)
 
 		if not status:
 			if self.docstatus == 2:
@@ -1487,15 +1480,13 @@ class SalesInvoice(SellingController):
 			elif self.docstatus == 1:
 				if self.is_internal_transfer():
 					self.status = 'Internal Transfer'
-				elif outstanding_amount > 0 and due_date < nowdate and self.is_discounted and discounting_status=='Disbursed':
+				elif is_overdue(self):
-					self.status = "Overdue and Discounted"
-				elif outstanding_amount > 0 and due_date < nowdate:
 					self.status = "Overdue"
-				elif outstanding_amount > 0 and due_date >= nowdate and self.is_discounted and discounting_status=='Disbursed':
+				elif 0 < outstanding_amount < flt(self.grand_total, self.precision("grand_total")):
-					self.status = "Unpaid and Discounted"
+					self.status = "Partly Paid"
-				elif outstanding_amount > 0 and due_date >= nowdate:
+				elif outstanding_amount > 0 and getdate(self.due_date) >= getdate():
 					self.status = "Unpaid"
-				#Check if outstanding amount is 0 due to credit note issued against invoice
+				# Check if outstanding amount is 0 due to credit note issued against invoice
 				elif outstanding_amount <= 0 and self.is_return == 0 and frappe.db.get_value('Sales Invoice', {'is_return': 1, 'return_against': self.name, 'docstatus': 1}):
 					self.status = "Credit Note Issued"
 				elif self.is_return == 1:
@@ -1504,12 +1495,42 @@ class SalesInvoice(SellingController):
 					self.status = "Paid"
 				else:
 					self.status = "Submitted"
+
+				if (
+					self.status in ("Unpaid", "Partly Paid", "Overdue")
+					and self.is_discounted
+					and get_discounting_status(self.name) == "Disbursed"
+				):
+					self.status += " and Discounted"
+
 			else:
 				self.status = "Draft"
 
 		if update:
 			self.db_set('status', self.status, update_modified = update_modified)
 
+def is_overdue(doc):
+	outstanding_amount = flt(doc.outstanding_amount, doc.precision("outstanding_amount"))
+
+	if outstanding_amount <= 0:
+		return
+
+	grand_total = flt(doc.grand_total, doc.precision("grand_total"))
+	nowdate = getdate()
+	if doc.payment_schedule:
+		# calculate payable amount till date
+		payable_amount = sum(
+			payment.payment_amount
+			for payment in doc.payment_schedule
+			if getdate(payment.due_date) < nowdate
+		)
+
+		if (grand_total - outstanding_amount) < payable_amount:
+			return True
+
+	elif getdate(doc.due_date) < nowdate:
+		return True
+
 def get_discounting_status(sales_invoice):
 	status = None
 

erpnext/accounts/doctype/sales_invoice/sales_invoice_list.js

@@ -6,18 +6,20 @@ frappe.listview_settings['Sales Invoice'] = {
 	add_fields: ["customer", "customer_name", "base_grand_total", "outstanding_amount", "due_date", "company",
 		"currency", "is_return"],
 	get_indicator: function(doc) {
-		var status_color = {
+		const status_colors = {
 			"Draft": "grey",
 			"Unpaid": "orange",
 			"Paid": "green",
 			"Return": "gray",
 			"Credit Note Issued": "gray",
 			"Unpaid and Discounted": "orange",
+			"Partly Paid and Discounted": "yellow",
 			"Overdue and Discounted": "red",
 			"Overdue": "red",
+			"Partly Paid": "yellow",
 			"Internal Transfer": "darkgrey"
 		};
-		return [__(doc.status), status_color[doc.status], "status,=,"+doc.status];
+		return [__(doc.status), status_colors[doc.status], "status,=,"+doc.status];
 	},
 	right_column: "grand_total"
 };

erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py

@@ -131,6 +131,7 @@ class TestSalesInvoice(unittest.TestCase):
 
 	def test_payment_entry_unlink_against_invoice(self):
 		from erpnext.accounts.doctype.payment_entry.test_payment_entry import get_payment_entry
+
 		si = frappe.copy_doc(test_records[0])
 		si.is_pos = 0
 		si.insert()
@@ -154,6 +155,7 @@ class TestSalesInvoice(unittest.TestCase):
 
 	def test_payment_entry_unlink_against_standalone_credit_note(self):
 		from erpnext.accounts.doctype.payment_entry.test_payment_entry import get_payment_entry
+
 		si1 = create_sales_invoice(rate=1000)
 		si2 = create_sales_invoice(rate=300)
 		si3 = create_sales_invoice(qty=-1, rate=300, is_return=1)
@@ -1653,6 +1655,7 @@ class TestSalesInvoice(unittest.TestCase):
 
 	def test_credit_note(self):
 		from erpnext.accounts.doctype.payment_entry.test_payment_entry import get_payment_entry
+
 		si = create_sales_invoice(item_code = "_Test Item", qty = (5 * -1), rate=500, is_return = 1)
 
 		outstanding_amount = get_outstanding_amount(si.doctype,
@@ -2241,6 +2244,54 @@ class TestSalesInvoice(unittest.TestCase):
 		party_link.delete()
 		frappe.db.set_value('Accounts Settings', None, 'enable_common_party_accounting', 0)
 
+	def test_payment_statuses(self):
+		from erpnext.accounts.doctype.payment_entry.test_payment_entry import get_payment_entry
+
+		today = nowdate()
+
+		# Test Overdue
+		si = create_sales_invoice(do_not_submit=True)
+		si.payment_schedule = []
+		si.append("payment_schedule", {
+			"due_date": add_days(today, -5),
+			"invoice_portion": 50,
+			"payment_amount": si.grand_total / 2
+		})
+		si.append("payment_schedule", {
+			"due_date": add_days(today, 5),
+			"invoice_portion": 50,
+			"payment_amount": si.grand_total / 2
+		})
+		si.submit()
+		self.assertEqual(si.status, "Overdue")
+
+		# Test payment less than due amount
+		pe = get_payment_entry("Sales Invoice", si.name, bank_account="_Test Bank - _TC")
+		pe.reference_no = "1"
+		pe.reference_date = nowdate()
+		pe.paid_amount = 1
+		pe.references[0].allocated_amount = pe.paid_amount
+		pe.submit()
+		si.reload()
+		self.assertEqual(si.status, "Overdue")
+
+		# Test Partly Paid
+		pe = frappe.copy_doc(pe)
+		pe.paid_amount = si.grand_total / 2
+		pe.references[0].allocated_amount = pe.paid_amount
+		pe.submit()
+		si.reload()
+		self.assertEqual(si.status, "Partly Paid")
+
+		# Test Paid
+		pe = get_payment_entry("Sales Invoice", si.name, bank_account="_Test Bank - _TC")
+		pe.reference_no = "1"
+		pe.reference_date = nowdate()
+		pe.paid_amount = si.outstanding_amount
+		pe.submit()
+		si.reload()
+		self.assertEqual(si.status, "Paid")
+
 def get_sales_invoice_for_e_invoice():
 	si = make_sales_invoice_for_ewaybill()
 	si.naming_series = 'INV-2020-.#####'

erpnext/accounts/doctype/sales_invoice_advance/sales_invoice_advance.json

@@ -98,6 +98,7 @@
    "width": "120px"
   },
   {
+   "depends_on": "exchange_gain_loss",
    "fieldname": "exchange_gain_loss",
    "fieldtype": "Currency",
    "label": "Exchange Gain/Loss",
@@ -105,6 +106,7 @@
    "read_only": 1
   },
   {
+   "depends_on": "exchange_gain_loss",
    "fieldname": "ref_exchange_rate",
    "fieldtype": "Float",
    "label": "Reference Exchange Rate",
@@ -116,7 +118,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2021-06-04 20:25:49.832052",
+ "modified": "2021-09-26 15:47:46.911595",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Sales Invoice Advance",

erpnext/controllers/accounts_controller.py

@@ -690,13 +690,17 @@ class AccountsController(TransactionBase):
 							.format(d.reference_name, d.against_order))
 
 	def set_advance_gain_or_loss(self):
-		if not self.get("advances"):
+		if self.get('conversion_rate') == 1 or not self.get("advances"):
+			return
+
+		is_purchase_invoice = self.doctype == 'Purchase Invoice'
+		party_account = self.credit_to if is_purchase_invoice else self.debit_to
+		if get_account_currency(party_account) != self.currency:
 			return
 
 		for d in self.get("advances"):
 			advance_exchange_rate = d.ref_exchange_rate
-			if (d.allocated_amount and self.conversion_rate != 1
+			if (d.allocated_amount and self.conversion_rate != advance_exchange_rate):
-				and self.conversion_rate != advance_exchange_rate):
 
 				base_allocated_amount_in_ref_rate = advance_exchange_rate * d.allocated_amount
 				base_allocated_amount_in_inv_rate = self.conversion_rate * d.allocated_amount
@@ -715,7 +719,7 @@ class AccountsController(TransactionBase):
 
 					gain_loss_account = frappe.db.get_value('Company', self.company, 'exchange_gain_loss_account')
 					if not gain_loss_account:
-						frappe.throw(_("Please set Default Exchange Gain/Loss Account in Company {}")
+						frappe.throw(_("Please set default Exchange Gain/Loss Account in Company {}")
 							.format(self.get('company')))
 					account_currency = get_account_currency(gain_loss_account)
 					if account_currency != self.company_currency:
@@ -734,7 +738,7 @@ class AccountsController(TransactionBase):
 							"against": party,
 							dr_or_cr + "_in_account_currency": abs(d.exchange_gain_loss),
 							dr_or_cr: abs(d.exchange_gain_loss),
-							"cost_center": self.cost_center,
+							"cost_center": self.cost_center or erpnext.get_default_cost_center(self.company),
 							"project": self.project
 						}, item=d)
 					)
@@ -985,42 +989,55 @@ class AccountsController(TransactionBase):
 		item_allowance = {}
 		global_qty_allowance, global_amount_allowance = None, None
 
+		role_allowed_to_over_bill = frappe.db.get_single_value('Accounts Settings', 'role_allowed_to_over_bill')
+		user_roles = frappe.get_roles()
+
+		total_overbilled_amt = 0.0
+
 		for item in self.get("items"):
-			if item.get(item_ref_dn):
+			if not item.get(item_ref_dn):
-				ref_amt = flt(frappe.db.get_value(ref_dt + " Item",
+				continue
-					item.get(item_ref_dn), based_on), self.precision(based_on, item))
-				if not ref_amt:
-					frappe.msgprint(
-						_("Warning: System will not check overbilling since amount for Item {0} in {1} is zero")
-							.format(item.item_code, ref_dt))
-				else:
-					already_billed = frappe.db.sql("""
-						select sum(%s)
-						from `tab%s`
-						where %s=%s and docstatus=1 and parent != %s
-					""" % (based_on, self.doctype + " Item", item_ref_dn, '%s', '%s'),
-					   (item.get(item_ref_dn), self.name))[0][0]
 
-					total_billed_amt = flt(flt(already_billed) + flt(item.get(based_on)),
+			ref_amt = flt(frappe.db.get_value(ref_dt + " Item",
-						self.precision(based_on, item))
+				item.get(item_ref_dn), based_on), self.precision(based_on, item))
+			if not ref_amt:
+				frappe.msgprint(
+					_("System will not check overbilling since amount for Item {0} in {1} is zero")
+						.format(item.item_code, ref_dt), title=_("Warning"), indicator="orange")
+				continue
 
-					allowance, item_allowance, global_qty_allowance, global_amount_allowance = \
+			already_billed = frappe.db.sql("""
-						get_allowance_for(item.item_code, item_allowance, global_qty_allowance, global_amount_allowance, "amount")
+				select sum(%s)
+				from `tab%s`
+				where %s=%s and docstatus=1 and parent != %s
+			""" % (based_on, self.doctype + " Item", item_ref_dn, '%s', '%s'),
+				(item.get(item_ref_dn), self.name))[0][0]
 
-					max_allowed_amt = flt(ref_amt * (100 + allowance) / 100)
+			total_billed_amt = flt(flt(already_billed) + flt(item.get(based_on)),
+				self.precision(based_on, item))
 
-					if total_billed_amt < 0 and max_allowed_amt < 0:
+			allowance, item_allowance, global_qty_allowance, global_amount_allowance = \
-						# while making debit note against purchase return entry(purchase receipt) getting overbill error
+				get_allowance_for(item.item_code, item_allowance, global_qty_allowance, global_amount_allowance, "amount")
-						total_billed_amt = abs(total_billed_amt)
-						max_allowed_amt = abs(max_allowed_amt)
 
-					role_allowed_to_over_bill = frappe.db.get_single_value('Accounts Settings', 'role_allowed_to_over_bill')
+			max_allowed_amt = flt(ref_amt * (100 + allowance) / 100)
 
-					if total_billed_amt - max_allowed_amt > 0.01 and role_allowed_to_over_bill not in frappe.get_roles():
+			if total_billed_amt < 0 and max_allowed_amt < 0:
-						if self.doctype != "Purchase Invoice":
+				# while making debit note against purchase return entry(purchase receipt) getting overbill error
-							self.throw_overbill_exception(item, max_allowed_amt)
+				total_billed_amt = abs(total_billed_amt)
-						elif not cint(frappe.db.get_single_value("Buying Settings", "bill_for_rejected_quantity_in_purchase_invoice")):
+				max_allowed_amt = abs(max_allowed_amt)
-							self.throw_overbill_exception(item, max_allowed_amt)
+
+			overbill_amt = total_billed_amt - max_allowed_amt
+			total_overbilled_amt += overbill_amt
+
+			if overbill_amt > 0.01 and role_allowed_to_over_bill not in user_roles:
+				if self.doctype != "Purchase Invoice":
+					self.throw_overbill_exception(item, max_allowed_amt)
+				elif not cint(frappe.db.get_single_value("Buying Settings", "bill_for_rejected_quantity_in_purchase_invoice")):
+					self.throw_overbill_exception(item, max_allowed_amt)
+
+		if role_allowed_to_over_bill in user_roles and total_overbilled_amt > 0.1:
+			frappe.msgprint(_("Overbilling of {} ignored because you have {} role.")
+					.format(total_overbilled_amt, role_allowed_to_over_bill), title=_("Warning"), indicator="orange")
 
 	def throw_overbill_exception(self, item, max_allowed_amt):
 		frappe.throw(_("Cannot overbill for Item {0} in row {1} more than {2}. To allow over-billing, please set allowance in Accounts Settings")
@@ -1673,14 +1690,18 @@ def get_advance_payment_entries(party_type, party, party_account, order_doctype,
 	return list(payment_entries_against_order) + list(unallocated_payment_entries)
 
 def update_invoice_status():
-	# Daily update the status of the invoices
+	"""Updates status as Overdue for applicable invoices. Runs daily."""
-
-	frappe.db.sql(""" update `tabSales Invoice` set status = 'Overdue'
-		where due_date < CURDATE() and docstatus = 1 and outstanding_amount > 0""")
-
-	frappe.db.sql(""" update `tabPurchase Invoice` set status = 'Overdue'
-		where due_date < CURDATE() and docstatus = 1 and outstanding_amount > 0""")
 
+	for doctype in ("Sales Invoice", "Purchase Invoice"):
+		frappe.db.sql("""
+			update `tab{}` as dt set dt.status = 'Overdue'
+			where dt.docstatus = 1
+				and dt.status != 'Overdue'
+				and dt.outstanding_amount > 0
+				and (dt.grand_total - dt.outstanding_amount) <
+					(select sum(payment_amount) from `tabPayment Schedule` as ps
+						where ps.parent = dt.name and ps.due_date < %s)
+		""".format(doctype), getdate())
 
 @frappe.whitelist()
 def get_payment_terms(terms_template, posting_date=None, grand_total=None, base_grand_total=None, bill_date=None):

erpnext/controllers/website_list_for_contact.py

@@ -7,6 +7,7 @@ import json
 
 import frappe
 from frappe import _
+from frappe.modules.utils import get_module_app
 from frappe.utils import flt, has_common
 from frappe.utils.user import is_website_user
 
@@ -21,8 +22,32 @@ def get_list_context(context=None):
 		"get_list": get_transaction_list
 	}
 
+def get_webform_list_context(module):
+	if get_module_app(module) != 'erpnext':
+		return
+	return {
+		"get_list": get_webform_transaction_list
+	}
 
-def get_transaction_list(doctype, txt=None, filters=None, limit_start=0, limit_page_length=20, order_by="modified"):
+def get_webform_transaction_list(doctype, txt=None, filters=None, limit_start=0, limit_page_length=20, order_by="modified"):
+	""" Get List of transactions for custom doctypes """
+	from frappe.www.list import get_list
+
+	if not filters:
+		filters = []
+
+	meta = frappe.get_meta(doctype)
+
+	for d in meta.fields:
+		if d.fieldtype == 'Link' and d.fieldname != 'amended_from':
+			allowed_docs = [d.name for d in get_transaction_list(doctype=d.options, custom=True)]
+			allowed_docs.append('')
+			filters.append((d.fieldname, 'in', allowed_docs))
+
+	return get_list(doctype, txt, filters, limit_start, limit_page_length, ignore_permissions=False,
+		fields=None, order_by="modified")
+
+def get_transaction_list(doctype, txt=None, filters=None, limit_start=0, limit_page_length=20, order_by="modified", custom=False):
 	user = frappe.session.user
 	ignore_permissions = False
 
@@ -46,7 +71,7 @@ def get_transaction_list(doctype, txt=None, filters=None, limit_start=0, limit_p
 				filters.append(('customer', 'in', customers))
 		elif suppliers:
 			filters.append(('supplier', 'in', suppliers))
-		else:
+		elif not custom:
 			return []
 
 		if doctype == 'Request for Quotation':
@@ -56,9 +81,16 @@ def get_transaction_list(doctype, txt=None, filters=None, limit_start=0, limit_p
 		# Since customers and supplier do not have direct access to internal doctypes
 		ignore_permissions = True
 
+		if not customers and not suppliers and custom:
+			ignore_permissions = False
+			filters = []
+
 	transactions = get_list_for_transactions(doctype, txt, filters, limit_start, limit_page_length,
 		fields='name', ignore_permissions=ignore_permissions, order_by='modified desc')
 
+	if custom:
+		return transactions
+
 	return post_process(doctype, transactions)
 
 def get_list_for_transactions(doctype, txt, filters, limit_start, limit_page_length=20,

erpnext/e_commerce/redisearch.py

@@ -20,14 +20,16 @@ def get_indexable_web_fields():
 	return [df.fieldname for df in valid_fields]
 
 def is_search_module_loaded():
-	cache = frappe.cache()
+	try:
-	out = cache.execute_command('MODULE LIST')
+		cache = frappe.cache()
+		out = cache.execute_command('MODULE LIST')
 
-	parsed_output = " ".join(
+		parsed_output = " ".join(
-		(" ".join([s.decode() for s in o if not isinstance(s, int)]) for o in out)
+			(" ".join([s.decode() for s in o if not isinstance(s, int)]) for o in out)
-	)
+		)
-
+		return "search" in parsed_output
-	return "search" in parsed_output
+	except Exception:
+		return False
 
 def if_redisearch_loaded(function):
 	"Decorator to check if Redisearch is loaded."

erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py

@@ -85,10 +85,8 @@ def add_bank_accounts(response, bank, company):
 		if not acc_subtype:
 			add_account_subtype(account["subtype"])
 
-		existing_bank_account = frappe.db.exists("Bank Account", {
+		bank_account_name = "{} - {}".format(account["name"], bank["bank_name"])
-			'account_name': account["name"],
+		existing_bank_account = frappe.db.exists("Bank Account", bank_account_name)
-			'bank': bank["bank_name"]
-		})
 
 		if not existing_bank_account:
 			try:
@@ -197,6 +195,7 @@ def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
 
 	plaid = PlaidConnector(access_token)
 
+	transactions = []
 	try:
 		transactions = plaid.get_transactions(start_date=start_date, end_date=end_date, account_id=account_id)
 	except ItemError as e:
@@ -205,7 +204,7 @@ def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
 			msg += _("Please refresh or reset the Plaid linking of the Bank {}.").format(bank) + " "
 			frappe.log_error(msg, title=_("Plaid Link Refresh Required"))
 
-	return transactions or []
+	return transactions
 
 
 def new_bank_transaction(transaction):

erpnext/healthcare/doctype/patient/patient.py

@@ -40,7 +40,7 @@ class Patient(Document):
 			frappe.db.set_value('Patient', self.name, 'status', 'Disabled')
 		else:
 			send_registration_sms(self)
-		self.reload() # self.notify_update()
+		self.reload()
 
 	def on_update(self):
 		if frappe.db.get_single_value('Healthcare Settings', 'link_customer_to_patient'):
@@ -93,23 +93,27 @@ class Patient(Document):
 			self.language = frappe.db.get_single_value('System Settings', 'language')
 
 	def create_website_user(self):
-		if self.email and not frappe.db.exists('User', self.email):
+		users = frappe.db.get_all('User', fields=['email', 'mobile_no'], or_filters={'email': self.email, 'mobile_no': self.mobile})
-			user = frappe.get_doc({
+		if users and users[0]:
-				'doctype': 'User',
+			frappe.throw(_("User exists with Email {}, Mobile {}<br>Please check email / mobile or disable 'Invite as User' to skip creating User")
-				'first_name': self.first_name,
+				.format(frappe.bold(users[0].email), frappe.bold(users[0].mobile_no)), frappe.DuplicateEntryError)
-				'last_name': self.last_name,
+
-				'email': self.email,
+		user = frappe.get_doc({
-				'user_type': 'Website User',
+			'doctype': 'User',
-				'gender': self.sex,
+			'first_name': self.first_name,
-				'phone': self.phone,
+			'last_name': self.last_name,
-				'mobile_no': self.mobile,
+			'email': self.email,
-				'birth_date': self.dob
+			'user_type': 'Website User',
-			})
+			'gender': self.sex,
-			user.flags.ignore_permissions = True
+			'phone': self.phone,
-			user.enabled = True
+			'mobile_no': self.mobile,
-			user.send_welcome_email = True
+			'birth_date': self.dob
-			user.add_roles('Patient')
+		})
-			frappe.db.set_value(self.doctype, self.name, 'user_id', user.name)
+		user.flags.ignore_permissions = True
+		user.enabled = True
+		user.send_welcome_email = True
+		user.add_roles('Patient')
+		self.db_set('user_id', user.name)
 
 	def autoname(self):
 		patient_name_by = frappe.db.get_single_value('Healthcare Settings', 'patient_name_by')
@@ -159,54 +163,65 @@ class Patient(Document):
 			return {'invoice': sales_invoice.name}
 
 	def set_contact(self):
-		if frappe.db.exists('Dynamic Link', {'parenttype':'Contact', 'link_doctype':'Patient', 'link_name':self.name}):
+		contact = get_default_contact(self.doctype, self.name)
-			old_doc = self.get_doc_before_save()
-			if old_doc.email != self.email or old_doc.mobile != self.mobile or old_doc.phone != self.phone:
-				self.update_contact()
-		else:
-			self.reload()
-			if self.email or self.mobile or self.phone:
-				contact = frappe.get_doc({
-					'doctype': 'Contact',
-					'first_name': self.first_name,
-					'middle_name': self.middle_name,
-					'last_name': self.last_name,
-					'gender': self.sex,
-					'is_primary_contact': 1
-				})
-				contact.append('links', dict(link_doctype='Patient', link_name=self.name))
-				if self.customer:
-					contact.append('links', dict(link_doctype='Customer', link_name=self.customer))
-
-				contact.insert(ignore_permissions=True)
-				self.update_contact(contact) # update email, mobile and phone
-
-	def update_contact(self, contact=None):
-		if not contact:
-			contact_name = get_default_contact(self.doctype, self.name)
-			if contact_name:
-				contact = frappe.get_doc('Contact', contact_name)
 
 		if contact:
-			if self.email and self.email != contact.email_id:
+			old_doc = self.get_doc_before_save()
-				for email in contact.email_ids:
+			if not old_doc:
-					email.is_primary = True if email.email_id == self.email else False
+				return
-				contact.add_email(self.email, is_primary=True)
-				contact.set_primary_email()
 
-			if self.mobile and self.mobile != contact.mobile_no:
+			if old_doc.email != self.email or old_doc.mobile != self.mobile or old_doc.phone != self.phone:
-				for mobile in contact.phone_nos:
+				self.update_contact(contact)
-					mobile.is_primary_mobile_no = True if mobile.phone == self.mobile else False
+		else:
-				contact.add_phone(self.mobile, is_primary_mobile_no=True)
+			if self.customer:
-				contact.set_primary('mobile_no')
+				# customer contact exists, link patient
+				contact = get_default_contact('Customer', self.customer)
 
-			if self.phone and self.phone != contact.phone:
+			if contact:
-				for phone in contact.phone_nos:
+				self.update_contact(contact)
-					phone.is_primary_phone = True if phone.phone == self.phone else False
+			else:
-				contact.add_phone(self.phone, is_primary_phone=True)
+				self.reload()
-				contact.set_primary('phone')
+				if self.email or self.mobile or self.phone:
+					contact = frappe.get_doc({
+						'doctype': 'Contact',
+						'first_name': self.first_name,
+						'middle_name': self.middle_name,
+						'last_name': self.last_name,
+						'gender': self.sex,
+						'is_primary_contact': 1
+					})
+					contact.append('links', dict(link_doctype='Patient', link_name=self.name))
+					if self.customer:
+						contact.append('links', dict(link_doctype='Customer', link_name=self.customer))
 
-		contact.flags.ignore_validate = True # disable hook TODO: safe?
+					contact.insert(ignore_permissions=True)
+					self.update_contact(contact.name)
+
+	def update_contact(self, contact):
+		contact = frappe.get_doc('Contact', contact)
+
+		if not contact.has_link(self.doctype, self.name):
+			contact.append('links', dict(link_doctype=self.doctype, link_name=self.name))
+
+		if self.email and self.email != contact.email_id:
+			for email in contact.email_ids:
+				email.is_primary = True if email.email_id == self.email else False
+			contact.add_email(self.email, is_primary=True)
+			contact.set_primary_email()
+
+		if self.mobile and self.mobile != contact.mobile_no:
+			for mobile in contact.phone_nos:
+				mobile.is_primary_mobile_no = True if mobile.phone == self.mobile else False
+			contact.add_phone(self.mobile, is_primary_mobile_no=True)
+			contact.set_primary('mobile_no')
+
+		if self.phone and self.phone != contact.phone:
+			for phone in contact.phone_nos:
+				phone.is_primary_phone = True if phone.phone == self.phone else False
+			contact.add_phone(self.phone, is_primary_phone=True)
+			contact.set_primary('phone')
+
+		contact.flags.skip_patient_update = True
 		contact.save(ignore_permissions=True)
 
 

erpnext/healthcare/doctype/patient/test_patient.py

@@ -35,3 +35,40 @@ class TestPatient(unittest.TestCase):
 
 		settings.collect_registration_fee = 0
 		settings.save()
+
+	def test_patient_contact(self):
+		frappe.db.sql("""delete from `tabPatient` where name like '_Test Patient%'""")
+		frappe.db.sql("""delete from `tabCustomer` where name like '_Test Patient%'""")
+		frappe.db.sql("""delete from `tabContact` where name like'_Test Patient%'""")
+		frappe.db.sql("""delete from `tabDynamic Link` where parent like '_Test Patient%'""")
+
+		patient = create_patient(patient_name='_Test Patient Contact', email='test-patient@example.com', mobile='+91 0000000001')
+		customer = frappe.db.get_value('Patient', patient, 'customer')
+		self.assertTrue(customer)
+		self.assertTrue(frappe.db.exists('Dynamic Link', {'parenttype': 'Contact', 'link_doctype': 'Patient', 'link_name': patient}))
+		self.assertTrue(frappe.db.exists('Dynamic Link', {'parenttype': 'Contact', 'link_doctype': 'Customer', 'link_name': customer}))
+
+		# a second patient linking with same customer
+		new_patient = create_patient(email='test-patient@example.com', mobile='+91 0000000009', customer=customer)
+		self.assertTrue(frappe.db.exists('Dynamic Link', {'parenttype': 'Contact', 'link_doctype': 'Patient', 'link_name': new_patient}))
+		self.assertTrue(frappe.db.exists('Dynamic Link', {'parenttype': 'Contact', 'link_doctype': 'Customer', 'link_name': customer}))
+
+	def test_patient_user(self):
+		frappe.db.sql("""delete from `tabUser` where email='test-patient-user@example.com'""")
+		frappe.db.sql("""delete from `tabDynamic Link` where parent like '_Test Patient%'""")
+		frappe.db.sql("""delete from `tabPatient` where name like '_Test Patient%'""")
+
+		patient = create_patient(patient_name='_Test Patient User', email='test-patient-user@example.com', mobile='+91 0000000009', create_user=True)
+		user = frappe.db.get_value('Patient', patient, 'user_id')
+		self.assertTrue(frappe.db.exists('User', user))
+
+		new_patient = frappe.get_doc({
+			'doctype': 'Patient',
+			'first_name': '_Test Patient Duplicate User',
+			'sex': 'Male',
+			'email': 'test-patient-user@example.com',
+			'mobile': '+91 0000000009',
+			'invite_user': 1
+		})
+
+		self.assertRaises(frappe.exceptions.DuplicateEntryError, new_patient.insert)

erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py

@@ -307,14 +307,18 @@ def create_healthcare_docs(id=0):
 	return patient, practitioner
 
 
-def create_patient(id=0):
+def create_patient(id=0, patient_name=None, email=None, mobile=None, customer=None, create_user=False):
 	if frappe.db.exists('Patient', {'firstname':f'_Test Patient {str(id)}'}):
 		patient = frappe.db.get_value('Patient', {'first_name': f'_Test Patient {str(id)}'}, ['name'])
 		return patient
 
 	patient = frappe.new_doc('Patient')
-	patient.first_name = f'_Test Patient {str(id)}'
+	patient.first_name = patient_name if patient_name else f'_Test Patient {str(id)}'
 	patient.sex = 'Female'
+	patient.mobile = mobile
+	patient.email = email
+	patient.customer = customer
+	patient.invite_user = create_user
 	patient.save(ignore_permissions=True)
 
 	return patient.name

erpnext/healthcare/doctype/patient_medical_record/test_patient_medical_record.py

@@ -6,7 +6,7 @@ from __future__ import unicode_literals
 import unittest
 
 import frappe
-from frappe.utils import nowdate
+from frappe.utils import add_days, nowdate
 
 from erpnext.accounts.doctype.pos_profile.test_pos_profile import make_pos_profile
 from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import (
@@ -38,7 +38,7 @@ class TestPatientMedicalRecord(unittest.TestCase):
 		medical_rec = frappe.db.exists('Patient Medical Record', {'status': 'Open', 'reference_name': vital_signs.name})
 		self.assertTrue(medical_rec)
 
-		appointment = create_appointment(patient, practitioner, nowdate(), invoice=1, procedure_template=1)
+		appointment = create_appointment(patient, practitioner, add_days(nowdate(), 1), invoice=1, procedure_template=1)
 		procedure = create_procedure(appointment)
 		procedure.start_procedure()
 		procedure.complete_procedure()

erpnext/healthcare/utils.py

@@ -776,7 +776,7 @@ def update_patient_email_and_phone_numbers(contact, method):
 	Hook validate Contact
 	Update linked Patients' primary mobile and phone numbers
 	'''
-	if 'Healthcare' not in frappe.get_active_domains():
+	if 'Healthcare' not in frappe.get_active_domains() or contact.flags.skip_patient_update:
 		return
 
 	if contact.is_primary_contact and (contact.email_id or contact.mobile_no or contact.phone):
@@ -784,9 +784,15 @@ def update_patient_email_and_phone_numbers(contact, method):
 
 		for link in patient_links:
 			contact_details = frappe.db.get_value('Patient', link.get('link_name'), ['email', 'mobile', 'phone'], as_dict=1)
+
+			new_contact_details = {}
+
 			if contact.email_id and contact.email_id != contact_details.get('email'):
-				frappe.db.set_value('Patient', link.get('link_name'), 'email', contact.email_id)
+				new_contact_details.update({'email': contact.email_id})
 			if contact.mobile_no and contact.mobile_no != contact_details.get('mobile'):
-				frappe.db.set_value('Patient', link.get('link_name'), 'mobile', contact.mobile_no)
+				new_contact_details.update({'mobile': contact.mobile_no})
 			if contact.phone and contact.phone != contact_details.get('phone'):
-				frappe.db.set_value('Patient', link.get('link_name'), 'phone', contact.phone)
+				new_contact_details.update({'phone': contact.phone})
+
+			if new_contact_details:
+				frappe.db.set_value('Patient', link.get('link_name'), new_contact_details)

erpnext/hooks.py

@@ -61,6 +61,7 @@ treeviews = ['Account', 'Cost Center', 'Warehouse', 'Item Group', 'Customer Grou
 # website
 update_website_context = ["erpnext.e_commerce.shopping_cart.utils.update_website_context", "erpnext.education.doctype.education_settings.education_settings.update_website_context"]
 my_account_context = "erpnext.e_commerce.shopping_cart.utils.update_my_account_context"
+webform_list_context = "erpnext.controllers.website_list_for_contact.get_webform_list_context"
 
 calendars = ["Task", "Work Order", "Leave Application", "Sales Order", "Holiday List", "Course Schedule"]
 
@@ -436,7 +437,7 @@ accounting_dimension_doctypes = ["GL Entry", "Sales Invoice", "Purchase Invoice"
 	"Purchase Receipt Item", "Stock Entry Detail", "Payment Entry Deduction", "Sales Taxes and Charges", "Purchase Taxes and Charges", "Shipping Rule",
 	"Landed Cost Item", "Asset Value Adjustment", "Loyalty Program", "Fee Schedule", "Fee Structure", "Stock Reconciliation",
 	"Travel Request", "Fees", "POS Profile", "Opening Invoice Creation Tool", "Opening Invoice Creation Tool Item", "Subscription",
-	"Subscription Plan"
+	"Subscription Plan", "POS Invoice", "POS Invoice Item"
 ]
 
 regional_overrides = {

erpnext/hr/doctype/employee/employee_reminders.py

@@ -184,7 +184,7 @@ def get_employees_having_an_event_today(event_type):
 # --------------------------
 def send_work_anniversary_reminders():
 	"""Send Employee Work Anniversary Reminders if 'Send Work Anniversary Reminders' is checked"""
-	to_send = int(frappe.db.get_single_value("HR Settings", "send_work_anniversary_reminders") or 1)
+	to_send = int(frappe.db.get_single_value("HR Settings", "send_work_anniversary_reminders"))
 	if not to_send:
 		return
 

erpnext/hr/doctype/training_result/training_result.js

@@ -21,7 +21,7 @@ frappe.ui.form.on('Training Result', {
 					frm.set_value("employees" ,"");
 					if (r.message) {
 						$.each(r.message, function(i, d) {
-							var row = frappe.model.add_child(cur_frm.doc, "Training Result Employee", "employees");
+							var row = frappe.model.add_child(frm.doc, "Training Result Employee", "employees");
 							row.employee = d.employee;
 							row.employee_name = d.employee_name;
 						});

erpnext/manufacturing/doctype/job_card/job_card.py

@@ -677,7 +677,7 @@ def get_job_details(start, end, filters=None):
 	conditions = get_filters_cond("Job Card", filters, [])
 
 	job_cards = frappe.db.sql(""" SELECT `tabJob Card`.name, `tabJob Card`.work_order,
-			`tabJob Card`.employee_name, `tabJob Card`.status, ifnull(`tabJob Card`.remarks, ''),
+			`tabJob Card`.status, ifnull(`tabJob Card`.remarks, ''),
 			min(`tabJob Card Time Log`.from_time) as from_time,
 			max(`tabJob Card Time Log`.to_time) as to_time
 		FROM `tabJob Card` , `tabJob Card Time Log`
@@ -687,7 +687,7 @@ def get_job_details(start, end, filters=None):
 
 	for d in job_cards:
 			subject_data = []
-			for field in ["name", "work_order", "remarks", "employee_name"]:
+			for field in ["name", "work_order", "remarks"]:
 				if not d.get(field): continue
 
 				subject_data.append(d.get(field))

erpnext/manufacturing/doctype/production_plan/production_plan.py

@@ -457,7 +457,8 @@ class ProductionPlan(Document):
 
 	def prepare_args_for_sub_assembly_items(self, row, args):
 		for field in ["production_item", "item_name", "qty", "fg_warehouse",
-			"description", "bom_no", "stock_uom", "bom_level", "production_plan_item"]:
+			"description", "bom_no", "stock_uom", "bom_level",
+			"production_plan_item", "schedule_date"]:
 			args[field] = row.get(field)
 
 		args.update({

erpnext/patches.txt

@@ -315,3 +315,5 @@ erpnext.patches.v13_0.make_homepage_products_website_items
 erpnext.patches.v13_0.update_dates_in_tax_withholding_category
 erpnext.patches.v13_0.replace_supplier_item_group_with_party_specific_item
 erpnext.patches.v13_0.gst_fields_for_pos_invoice
+erpnext.patches.v13_0.create_accounting_dimensions_in_pos_doctypes
+erpnext.patches.v13_0.modify_invalid_gain_loss_gl_entries

erpnext/patches/v13_0/create_accounting_dimensions_in_pos_doctypes.py

@@ -0,0 +1,42 @@
+import frappe
+from frappe.custom.doctype.custom_field.custom_field import create_custom_field
+
+
+def execute():
+	frappe.reload_doc('accounts', 'doctype', 'accounting_dimension')
+	accounting_dimensions = frappe.db.sql("""select fieldname, label, document_type, disabled from
+		`tabAccounting Dimension`""", as_dict=1)
+
+	if not accounting_dimensions:
+		return
+
+	count = 1
+	for d in accounting_dimensions:
+
+		if count % 2 == 0:
+			insert_after_field = 'dimension_col_break'
+		else:
+			insert_after_field = 'accounting_dimensions_section'
+
+		for doctype in ["POS Invoice", "POS Invoice Item"]:
+
+			field = frappe.db.get_value("Custom Field", {"dt": doctype, "fieldname": d.fieldname})
+
+			if field:
+				continue
+			meta = frappe.get_meta(doctype, cached=False)
+			fieldnames = [d.fieldname for d in meta.get("fields")]
+
+			df = {
+				"fieldname": d.fieldname,
+				"label": d.label,
+				"fieldtype": "Link",
+				"options": d.document_type,
+				"insert_after": insert_after_field
+			}
+
+			if df['fieldname'] not in fieldnames:
+				create_custom_field(doctype, df)
+				frappe.clear_cache(doctype=doctype)
+
+		count += 1

erpnext/patches/v13_0/modify_invalid_gain_loss_gl_entries.py

@@ -0,0 +1,49 @@
+from __future__ import unicode_literals
+
+import json
+
+import frappe
+
+
+def execute():
+	frappe.reload_doc('accounts', 'doctype', 'purchase_invoice_advance')
+	frappe.reload_doc('accounts', 'doctype', 'sales_invoice_advance')
+
+	purchase_invoices = frappe.db.sql("""
+		select
+			parenttype as type, parent as name
+		from
+			`tabPurchase Invoice Advance`
+		where
+			ref_exchange_rate = 1
+			and docstatus = 1
+			and ifnull(exchange_gain_loss, '') != ''
+		group by
+			parent
+	""", as_dict=1)
+
+	sales_invoices = frappe.db.sql("""
+		select
+			parenttype as type, parent as name
+		from
+			`tabSales Invoice Advance`
+		where
+			ref_exchange_rate = 1
+			and docstatus = 1
+			and ifnull(exchange_gain_loss, '') != ''
+		group by
+			parent
+	""", as_dict=1)
+
+	if purchase_invoices + sales_invoices:
+		frappe.log_error(json.dumps(purchase_invoices + sales_invoices, indent=2), title="Patch Log")
+
+	for invoice in purchase_invoices + sales_invoices:
+		doc = frappe.get_doc(invoice.type, invoice.name)
+		doc.docstatus = 2
+		doc.make_gl_entries()
+		for advance in doc.advances:
+			if advance.ref_exchange_rate == 1:
+				advance.db_set('exchange_gain_loss', 0, False)
+		doc.docstatus = 1
+		doc.make_gl_entries()

erpnext/public/js/controllers/transaction.js

@@ -864,7 +864,9 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({
 						if (r.message) {
 							me.frm.set_value("billing_address", r.message);
 						} else {
-							me.frm.set_value("company_address", "");
+							if (frappe.meta.get_docfield(me.frm.doctype, 'company_address')) {
+								me.frm.set_value("company_address", "");
+							}
 						}
 					}
 				});

erpnext/public/js/utils.js

@@ -714,12 +714,15 @@ erpnext.utils.map_current_doc = function(opts) {
 			child_columns: opts.child_columns,
 			action: function(selections, args) {
 				let values = selections;
-				if(values.length === 0){
+				if (values.length === 0) {
 					frappe.msgprint(__("Please select {0}", [opts.source_doctype]))
 					return;
 				}
 				opts.source_name = values;
-				opts.args = args;
+				if (opts.allow_child_item_selection) {
+					// args contains filtered child docnames
+					opts.args = args;
+				}
 				d.dialog.hide();
 				_map();
 			},

erpnext/regional/india/setup.py

@@ -797,7 +797,7 @@ def set_salary_components(docs):
 
 def set_tax_withholding_category(company):
 	accounts = []
-	fiscal_year = None
+	fiscal_year_details = None
 	abbr = frappe.get_value("Company", company, "abbr")
 	tds_account = frappe.get_value("Account", 'TDS Payable - {0}'.format(abbr), 'name')
 

erpnext/regional/india/utils.py

@@ -112,10 +112,7 @@ def validate_gstin_check_digit(gstin, label='GSTIN'):
 		frappe.throw(_("""Invalid {0}! The check digit validation has failed. Please ensure you've typed the {0} correctly.""").format(label))
 
 def get_itemised_tax_breakup_header(item_doctype, tax_accounts):
-	if frappe.get_meta(item_doctype).has_field('gst_hsn_code'):
+	return [_("Item"), _("Taxable Amount")] + tax_accounts
-		return [_("HSN/SAC"), _("Taxable Amount")] + tax_accounts
-	else:
-		return [_("Item"), _("Taxable Amount")] + tax_accounts
 
 def get_itemised_tax_breakup_data(doc, account_wise=False, hsn_wise=False):
 	itemised_tax = get_itemised_tax(doc.taxes, with_tax_account=account_wise)

erpnext/selling/doctype/selling_settings/selling_settings.json

@@ -25,7 +25,7 @@
   "editable_price_list_rate",
   "validate_selling_price",
   "editable_bundle_item_rates",
-  "transaction_settings_section",
+  "sales_transactions_settings_section",
   "so_required",
   "dn_required",
   "sales_update_frequency",
@@ -143,15 +143,14 @@
   {
    "default": "Stop",
    "depends_on": "maintain_same_sales_rate",
-   "description": "Configure the action to stop the transaction or just warn if the same rate is not maintained.",
    "fieldname": "maintain_same_rate_action",
    "fieldtype": "Select",
-   "label": "Action If Same Rate is Not Maintained",
+   "label": "Action if Same Rate is Not Maintained Throughout Sales Cycle",
    "mandatory_depends_on": "maintain_same_sales_rate",
    "options": "Stop\nWarn"
   },
   {
-   "depends_on": "eval: doc.maintain_same_rate_action == 'Stop'",
+   "depends_on": "eval: doc.maintain_same_sales_rate && doc.maintain_same_rate_action == 'Stop'",
    "fieldname": "role_to_override_stop_action",
    "fieldtype": "Link",
    "label": "Role Allowed to Override Stop Action",
@@ -191,13 +190,15 @@
    "label": "Item Price Settings"
   },
   {
-   "fieldname": "transaction_settings_section",
+   "fieldname": "sales_transactions_settings_section",
    "fieldtype": "Section Break",
    "label": "Transaction Settings"
   },
   {
-   "fieldname": "column_break_5",
+   "default": "0",
-   "fieldtype": "Column Break"
+   "fieldname": "editable_bundle_item_rates",
+   "fieldtype": "Check",
+   "label": "Calculate Product Bundle Price based on Child Items' Rates"
   }
  ],
  "icon": "fa fa-cog",
@@ -205,7 +206,7 @@
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2021-09-08 19:38:10.175989",
+ "modified": "2021-09-14 22:05:06.139820",
  "modified_by": "Administrator",
  "module": "Selling",
  "name": "Selling Settings",

erpnext/setup/setup_wizard/data/country_wise_tax.json

@@ -2116,9 +2116,9 @@
 	},
 
 	"Saudi Arabia": {
-		"KSA VAT 5%": {
+		"KSA VAT 15%": {
-			"account_name": "VAT 5%",
+			"account_name": "VAT 15%",
-			"tax_rate": 5.00
+			"tax_rate": 15.00
 		},
 		"KSA VAT Zero": {
 			"account_name": "VAT Zero",

erpnext/stock/doctype/material_request/material_request.py

@@ -272,8 +272,9 @@ def update_status(name, status):
 	material_request.update_status(status)
 
 @frappe.whitelist()
-def make_purchase_order(source_name, target_doc=None, args={}):
+def make_purchase_order(source_name, target_doc=None, args=None):
-
+	if args is None:
+		args = {}
 	if isinstance(args, string_types):
 		args = json.loads(args)
 

erpnext/stock/doctype/packed_item/packed_item.py

@@ -44,8 +44,10 @@ def update_packing_list_item(doc, packing_item_code, qty, main_item_row, descrip
 	# check if exists
 	exists = 0
 	for d in doc.get("packed_items"):
-		if d.parent_item == main_item_row.item_code and d.item_code == packing_item_code and\
+		if d.parent_item == main_item_row.item_code and d.item_code == packing_item_code:
-				d.parent_detail_docname == main_item_row.name:
+			if d.parent_detail_docname != main_item_row.name:
+				d.parent_detail_docname = main_item_row.name
+
 			pi, exists = d, 1
 			break
 

erpnext/templates/emails/holiday_reminder.html

@@ -11,6 +11,6 @@
         {% endfor %}
     </ol>
     {% else %}
-    <p>You don't have no upcoming holidays this {{ frequency }}.</p>
+    <p>You have no upcoming holidays this {{ frequency }}.</p>
     {% endif %}
 {% endif %}

erpnext/tests/test_webform.py

@@ -0,0 +1,138 @@
+import unittest
+
+import frappe
+
+from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
+
+
+class TestWebsite(unittest.TestCase):
+	def test_permission_for_custom_doctype(self):
+		create_user('Supplier 1', 'supplier1@gmail.com')
+		create_user('Supplier 2', 'supplier2@gmail.com')
+		create_supplier_with_contact('Supplier1', 'All Supplier Groups', 'Supplier 1', 'supplier1@gmail.com')
+		create_supplier_with_contact('Supplier2', 'All Supplier Groups', 'Supplier 2', 'supplier2@gmail.com')
+		po1 = create_purchase_order(supplier='Supplier1')
+		po2 = create_purchase_order(supplier='Supplier2')
+
+		create_custom_doctype()
+		create_webform()
+		create_order_assignment(supplier='Supplier1', po = po1.name)
+		create_order_assignment(supplier='Supplier2', po = po2.name)
+
+		frappe.set_user("Administrator")
+		# checking if data consist of all order assignment of Supplier1 and Supplier2
+		self.assertTrue('Supplier1' and 'Supplier2' in [data.supplier for data in get_data()])
+
+		frappe.set_user("supplier1@gmail.com")
+		# checking if data only consist of order assignment of Supplier1
+		self.assertTrue('Supplier1' in [data.supplier for data in get_data()])
+		self.assertFalse([data.supplier for data in get_data() if data.supplier != 'Supplier1'])
+
+		frappe.set_user("supplier2@gmail.com")
+		# checking if data only consist of order assignment of Supplier2
+		self.assertTrue('Supplier2' in [data.supplier for data in get_data()])
+		self.assertFalse([data.supplier for data in get_data() if data.supplier != 'Supplier2'])
+
+		frappe.set_user("Administrator")
+
+def get_data():
+	webform_list_contexts = frappe.get_hooks('webform_list_context')
+	if webform_list_contexts:
+		context = frappe._dict(frappe.get_attr(webform_list_contexts[0])('Buying') or {})
+	kwargs = dict(doctype='Order Assignment', order_by = 'modified desc')
+	return context.get_list(**kwargs)
+
+def create_user(name, email):
+	frappe.get_doc({
+		'doctype': 'User',
+		'send_welcome_email': 0,
+		'user_type': 'Website User',
+		'first_name': name,
+		'email': email,
+		'roles': [{"doctype": "Has Role", "role": "Supplier"}]
+	}).insert(ignore_if_duplicate = True)
+
+def create_supplier_with_contact(name, group, contact_name, contact_email):
+	supplier = frappe.get_doc({
+		'doctype': 'Supplier',
+		'supplier_name': name,
+		'supplier_group': group
+	}).insert(ignore_if_duplicate = True)
+
+	if not frappe.db.exists('Contact', contact_name+'-1-'+name):
+		new_contact = frappe.new_doc("Contact")
+		new_contact.first_name = contact_name
+		new_contact.is_primary_contact = True,
+		new_contact.append('links', {
+			"link_doctype": "Supplier",
+			"link_name": supplier.name
+		})
+		new_contact.append('email_ids', {
+			"email_id": contact_email,
+			"is_primary": 1
+		})
+
+		new_contact.insert(ignore_mandatory=True)
+
+def create_custom_doctype():
+	frappe.get_doc({
+		'doctype': 'DocType',
+		'name': 'Order Assignment',
+		'module': 'Buying',
+		'custom': 1,
+		'autoname': 'field:po',
+		'fields': [
+			{'label': 'PO', 'fieldname': 'po', 'fieldtype': 'Link', 'options': 'Purchase Order'},
+			{'label': 'Supplier', 'fieldname': 'supplier', 'fieldtype': 'Data', "fetch_from": "po.supplier"}
+		],
+		'permissions': [
+			{
+				"create": 1,
+				"delete": 1,
+				"email": 1,
+				"export": 1,
+				"print": 1,
+				"read": 1,
+				"report": 1,
+				"role": "System Manager",
+				"share": 1,
+				"write": 1
+			},
+			{
+				"read": 1,
+				"role": "Supplier"
+			}
+		]
+	}).insert(ignore_if_duplicate = True)
+
+def create_webform():
+	frappe.get_doc({
+		'doctype': 'Web Form',
+		'module': 'Buying',
+		'title': 'SO Schedule',
+		'route': 'so-schedule',
+		'doc_type': 'Order Assignment',
+		'web_form_fields': [
+			{
+				'doctype': 'Web Form Field',
+				'fieldname': 'po',
+				'fieldtype': 'Link',
+				'options': 'Purchase Order',
+				'label': 'PO'
+			},
+			{
+				'doctype': 'Web Form Field',
+				'fieldname': 'supplier',
+				'fieldtype': 'Data',
+				'label': 'Supplier'
+			}
+		]
+
+	}).insert(ignore_if_duplicate = True)
+
+def create_order_assignment(supplier, po):
+	frappe.get_doc({
+		'doctype': 'Order Assignment',
+		'po': po,
+		'supplier': supplier,
+	}).insert(ignore_if_duplicate = True)