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moved modules inside erpnext folder
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499
erpnext/utilities/transaction_base.py
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499
erpnext/utilities/transaction_base.py
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# Copyright (c) 2013, Web Notes Technologies Pvt. Ltd. and Contributors
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# License: GNU General Public License v3. See license.txt
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from __future__ import unicode_literals
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import webnotes
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from webnotes import msgprint, _
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from webnotes.utils import load_json, cstr, flt, now_datetime, cint
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from webnotes.model.doc import addchild
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from controllers.status_updater import StatusUpdater
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class TransactionBase(StatusUpdater):
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def get_default_address_and_contact(self, party_field, party_name=None):
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"""get a dict of default field values of address and contact for a given party type
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party_type can be one of: customer, supplier"""
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if not party_name:
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party_name = self.doc.fields.get(party_field)
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return get_default_address_and_contact(party_field, party_name,
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fetch_shipping_address=True if self.meta.get_field("shipping_address_name") else False)
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def set_address_fields(self):
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party_type, party_name = self.get_party_type_and_name()
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if party_type in ("Customer", "Lead"):
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if self.doc.customer_address:
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self.doc.address_display = get_address_display(self.doc.customer_address)
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if self.doc.shipping_address_name:
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self.doc.shipping_address = get_address_display(self.doc.shipping_address_name)
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elif self.doc.supplier_address:
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self.doc.address_display = get_address_display(self.doc.supplier_address)
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def set_contact_fields(self):
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party_type, party_name = self.get_party_type_and_name()
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if party_type == "Lead":
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contact_dict = map_lead_contact_details(party_name)
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else:
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contact_dict = map_party_contact_details(self.doc.contact_person, party_type, party_name)
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for fieldname, value in contact_dict.items():
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if self.meta.get_field(fieldname):
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self.doc.fields[fieldname] = value
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def get_party_type_and_name(self):
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if not hasattr(self, "_party_type_and_name"):
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for party_type in ("Lead", "Customer", "Supplier"):
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party_field = party_type.lower()
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if self.meta.get_field(party_field) and self.doc.fields.get(party_field):
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self._party_type_and_name = (party_type, self.doc.fields.get(party_field))
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break
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return self._party_type_and_name
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def get_customer_defaults(self):
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if not self.doc.customer: return {}
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out = self.get_default_address_and_contact("customer")
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customer = webnotes.doc("Customer", self.doc.customer)
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for f in ['customer_name', 'customer_group', 'territory']:
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out[f] = customer.fields.get(f)
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# fields prepended with default in Customer doctype
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for f in ['sales_partner', 'commission_rate', 'currency', 'price_list']:
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if customer.fields.get("default_" + f):
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out[f] = customer.fields.get("default_" + f)
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return out
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def set_customer_defaults(self):
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"""
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For a customer:
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1. Sets default address and contact
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2. Sets values like Territory, Customer Group, etc.
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3. Clears existing Sales Team and fetches the one mentioned in Customer
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"""
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customer_defaults = self.get_customer_defaults()
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customer_defaults["selling_price_list"] = customer_defaults.get("price_list") or \
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webnotes.conn.get_value("Customer Group", self.doc.customer_group, "default_price_list") or \
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self.doc.selling_price_list
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for fieldname, val in customer_defaults.items():
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if self.meta.get_field(fieldname):
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self.doc.fields[fieldname] = val
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if self.meta.get_field("sales_team") and self.doc.customer:
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self.set_sales_team_for_customer()
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def set_sales_team_for_customer(self):
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from webnotes.model import default_fields
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# clear table
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self.doclist = self.doc.clear_table(self.doclist, "sales_team")
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sales_team = webnotes.conn.sql("""select * from `tabSales Team`
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where parenttype="Customer" and parent=%s""", self.doc.customer, as_dict=True)
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for i, sales_person in enumerate(sales_team):
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# remove default fields
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for fieldname in default_fields:
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if fieldname in sales_person:
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del sales_person[fieldname]
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sales_person.update({
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"doctype": "Sales Team",
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"parentfield": "sales_team",
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"idx": i+1
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})
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# add child
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self.doclist.append(sales_person)
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def get_supplier_defaults(self):
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out = self.get_default_address_and_contact("supplier")
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supplier = webnotes.doc("Supplier", self.doc.supplier)
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out["supplier_name"] = supplier.supplier_name
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if supplier.default_currency:
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out["currency"] = supplier.default_currency
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if supplier.default_price_list:
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out["buying_price_list"] = supplier.default_price_list
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return out
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def set_supplier_defaults(self):
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for fieldname, val in self.get_supplier_defaults().items():
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if self.meta.get_field(fieldname):
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self.doc.fields[fieldname] = val
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def get_lead_defaults(self):
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out = self.get_default_address_and_contact("lead")
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lead = webnotes.conn.get_value("Lead", self.doc.lead,
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["territory", "company_name", "lead_name"], as_dict=True) or {}
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out["territory"] = lead.get("territory")
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out["customer_name"] = lead.get("company_name") or lead.get("lead_name")
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return out
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def set_lead_defaults(self):
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self.doc.fields.update(self.get_lead_defaults())
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def get_customer_address(self, args):
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args = load_json(args)
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ret = {
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'customer_address' : args["address"],
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'address_display' : get_address_display(args["address"]),
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}
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if args.get('contact'):
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ret.update(map_party_contact_details(args['contact']))
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return ret
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def set_customer_address(self, args):
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self.doc.fields.update(self.get_customer_address(args))
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# TODO deprecate this - used only in sales_order.js
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def get_shipping_address(self, name):
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shipping_address = get_default_address("customer", name, is_shipping_address=True)
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return {
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'shipping_address_name' : shipping_address,
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'shipping_address' : get_address_display(shipping_address) if shipping_address else None
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}
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# Get Supplier Default Primary Address - first load
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# -----------------------
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def get_default_supplier_address(self, args):
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if isinstance(args, basestring):
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args = load_json(args)
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address_name = get_default_address("supplier", args["supplier"])
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ret = {
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'supplier_address' : address_name,
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'address_display' : get_address_display(address_name),
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}
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ret.update(map_party_contact_details(None, "supplier", args["supplier"]))
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ret.update(self.get_supplier_details(args['supplier']))
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return ret
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# Get Supplier Address
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# -----------------------
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def get_supplier_address(self, args):
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args = load_json(args)
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ret = {
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'supplier_address' : args['address'],
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'address_display' : get_address_display(args["address"]),
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}
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ret.update(map_party_contact_details(contact_name=args['contact']))
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return ret
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def set_supplier_address(self, args):
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self.doc.fields.update(self.get_supplier_address(args))
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# Get Supplier Details
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# -----------------------
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def get_supplier_details(self, name):
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supplier_details = webnotes.conn.sql("""\
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select supplier_name, default_currency
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from `tabSupplier`
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where name = %s and docstatus < 2""", name, as_dict=1)
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if supplier_details:
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return {
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'supplier_name': (supplier_details[0]['supplier_name']
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or self.doc.fields.get('supplier_name')),
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'currency': (supplier_details[0]['default_currency']
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or self.doc.fields.get('currency')),
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}
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else:
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return {}
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# Get Sales Person Details of Customer
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# ------------------------------------
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def get_sales_person(self, name):
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self.doclist = self.doc.clear_table(self.doclist,'sales_team')
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idx = 0
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for d in webnotes.conn.sql("select sales_person, allocated_percentage, allocated_amount, incentives from `tabSales Team` where parent = '%s'" % name):
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ch = addchild(self.doc, 'sales_team', 'Sales Team', self.doclist)
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ch.sales_person = d and cstr(d[0]) or ''
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ch.allocated_percentage = d and flt(d[1]) or 0
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ch.allocated_amount = d and flt(d[2]) or 0
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ch.incentives = d and flt(d[3]) or 0
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ch.idx = idx
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idx += 1
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def load_notification_message(self):
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dt = self.doc.doctype.lower().replace(" ", "_")
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if int(webnotes.conn.get_value("Notification Control", None, dt) or 0):
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self.doc.fields["__notification_message"] = \
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webnotes.conn.get_value("Notification Control", None, dt + "_message")
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def validate_posting_time(self):
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if not self.doc.posting_time:
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self.doc.posting_time = now_datetime().strftime('%H:%M:%S')
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def add_calendar_event(self, opts, force=False):
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if self.doc.contact_by != cstr(self._prev.contact_by) or \
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self.doc.contact_date != cstr(self._prev.contact_date) or force:
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self.delete_events()
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self._add_calendar_event(opts)
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def delete_events(self):
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webnotes.delete_doc("Event", webnotes.conn.sql_list("""select name from `tabEvent`
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where ref_type=%s and ref_name=%s""", (self.doc.doctype, self.doc.name)),
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ignore_permissions=True)
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def _add_calendar_event(self, opts):
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opts = webnotes._dict(opts)
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if self.doc.contact_date:
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event_doclist = [{
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"doctype": "Event",
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"owner": opts.owner or self.doc.owner,
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"subject": opts.subject,
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"description": opts.description,
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"starts_on": self.doc.contact_date + " 10:00:00",
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"event_type": "Private",
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"ref_type": self.doc.doctype,
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"ref_name": self.doc.name
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}]
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if webnotes.conn.exists("Profile", self.doc.contact_by):
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event_doclist.append({
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"doctype": "Event User",
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"parentfield": "event_individuals",
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"person": self.doc.contact_by
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})
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webnotes.bean(event_doclist).insert()
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def validate_uom_is_integer(self, uom_field, qty_fields):
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validate_uom_is_integer(self.doclist, uom_field, qty_fields)
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def validate_with_previous_doc(self, source_dt, ref):
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for key, val in ref.items():
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is_child = val.get("is_child_table")
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ref_doc = {}
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item_ref_dn = []
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for d in self.doclist.get({"doctype": source_dt}):
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ref_dn = d.fields.get(val["ref_dn_field"])
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if ref_dn:
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if is_child:
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self.compare_values({key: [ref_dn]}, val["compare_fields"], d)
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if ref_dn not in item_ref_dn:
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item_ref_dn.append(ref_dn)
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elif not val.get("allow_duplicate_prev_row_id"):
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webnotes.msgprint(_("Row ") + cstr(d.idx + 1) +
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_(": Duplicate row from same ") + key, raise_exception=1)
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elif ref_dn:
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ref_doc.setdefault(key, [])
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if ref_dn not in ref_doc[key]:
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ref_doc[key].append(ref_dn)
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if ref_doc:
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self.compare_values(ref_doc, val["compare_fields"])
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def compare_values(self, ref_doc, fields, doc=None):
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for ref_doctype, ref_dn_list in ref_doc.items():
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for ref_docname in ref_dn_list:
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prevdoc_values = webnotes.conn.get_value(ref_doctype, ref_docname,
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[d[0] for d in fields], as_dict=1)
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for field, condition in fields:
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if prevdoc_values[field] is not None:
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self.validate_value(field, condition, prevdoc_values[field], doc)
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def get_default_address_and_contact(party_field, party_name, fetch_shipping_address=False):
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out = {}
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# get addresses
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billing_address = get_default_address(party_field, party_name)
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if billing_address:
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out[party_field + "_address"] = billing_address
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out["address_display"] = get_address_display(billing_address)
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else:
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out[party_field + "_address"] = out["address_display"] = None
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if fetch_shipping_address:
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shipping_address = get_default_address(party_field, party_name, is_shipping_address=True)
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if shipping_address:
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out["shipping_address_name"] = shipping_address
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out["shipping_address"] = get_address_display(shipping_address)
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else:
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out["shipping_address_name"] = out["shipping_address"] = None
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# get contact
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if party_field == "lead":
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out["customer_address"] = out.get("lead_address")
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out.update(map_lead_contact_details(party_name))
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else:
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out.update(map_party_contact_details(None, party_field, party_name))
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return out
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def get_default_address(party_field, party_name, is_shipping_address=False):
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if is_shipping_address:
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order_by = "is_shipping_address desc, is_primary_address desc, name asc"
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else:
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order_by = "is_primary_address desc, name asc"
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address = webnotes.conn.sql("""select name from `tabAddress` where `%s`=%s order by %s
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limit 1""" % (party_field, "%s", order_by), party_name)
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return address[0][0] if address else None
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def get_default_contact(party_field, party_name):
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contact = webnotes.conn.sql("""select name from `tabContact` where `%s`=%s
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order by is_primary_contact desc, name asc limit 1""" % (party_field, "%s"),
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(party_name,))
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return contact[0][0] if contact else None
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def get_address_display(address_dict):
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if not isinstance(address_dict, dict):
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address_dict = webnotes.conn.get_value("Address", address_dict, "*", as_dict=True) or {}
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meta = webnotes.get_doctype("Address")
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sequence = (("", "address_line1"), ("\n", "address_line2"), ("\n", "city"),
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("\n", "state"), ("\n" + meta.get_label("pincode") + ": ", "pincode"), ("\n", "country"),
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("\n" + meta.get_label("phone") + ": ", "phone"), ("\n" + meta.get_label("fax") + ": ", "fax"))
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display = ""
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for separator, fieldname in sequence:
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if address_dict.get(fieldname):
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display += separator + address_dict.get(fieldname)
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return display.strip()
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def map_lead_contact_details(party_name):
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out = {}
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for fieldname in ["contact_display", "contact_email", "contact_mobile", "contact_phone"]:
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out[fieldname] = None
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lead = webnotes.conn.sql("""select * from `tabLead` where name=%s""", party_name, as_dict=True)
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if lead:
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lead = lead[0]
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out.update({
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"contact_display": lead.get("lead_name"),
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"contact_email": lead.get("email_id"),
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"contact_mobile": lead.get("mobile_no"),
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"contact_phone": lead.get("phone"),
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})
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return out
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def map_party_contact_details(contact_name=None, party_field=None, party_name=None):
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out = {}
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for fieldname in ["contact_person", "contact_display", "contact_email",
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"contact_mobile", "contact_phone", "contact_designation", "contact_department"]:
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out[fieldname] = None
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if not contact_name and party_field:
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contact_name = get_default_contact(party_field, party_name)
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if contact_name:
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contact = webnotes.conn.sql("""select * from `tabContact` where name=%s""",
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contact_name, as_dict=True)
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if contact:
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contact = contact[0]
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out.update({
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"contact_person": contact.get("name"),
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"contact_display": " ".join(filter(None,
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[contact.get("first_name"), contact.get("last_name")])),
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"contact_email": contact.get("email_id"),
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"contact_mobile": contact.get("mobile_no"),
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"contact_phone": contact.get("phone"),
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"contact_designation": contact.get("designation"),
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"contact_department": contact.get("department")
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})
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return out
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def get_address_territory(address_doc):
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territory = None
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for fieldname in ("city", "state", "country"):
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value = address_doc.fields.get(fieldname)
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if value:
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territory = webnotes.conn.get_value("Territory", value.strip())
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if territory:
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break
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return territory
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||||
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||||
def validate_conversion_rate(currency, conversion_rate, conversion_rate_label, company):
|
||||
"""common validation for currency and price list currency"""
|
||||
|
||||
company_currency = webnotes.conn.get_value("Company", company, "default_currency")
|
||||
|
||||
if not conversion_rate:
|
||||
msgprint(_('%(conversion_rate_label)s is mandatory. Maybe Currency Exchange \
|
||||
record is not created for %(from_currency)s to %(to_currency)s') % {
|
||||
"conversion_rate_label": conversion_rate_label,
|
||||
"from_currency": currency,
|
||||
"to_currency": company_currency
|
||||
}, raise_exception=True)
|
||||
|
||||
def validate_item_fetch(args, item):
|
||||
from stock.utils import validate_end_of_life
|
||||
validate_end_of_life(item.name, item.end_of_life)
|
||||
|
||||
# validate company
|
||||
if not args.company:
|
||||
msgprint(_("Please specify Company"), raise_exception=True)
|
||||
|
||||
def validate_currency(args, item, meta=None):
|
||||
from webnotes.model.meta import get_field_precision
|
||||
if not meta:
|
||||
meta = webnotes.get_doctype(args.doctype)
|
||||
|
||||
# validate conversion rate
|
||||
if meta.get_field("currency"):
|
||||
validate_conversion_rate(args.currency, args.conversion_rate,
|
||||
meta.get_label("conversion_rate"), args.company)
|
||||
|
||||
# round it
|
||||
args.conversion_rate = flt(args.conversion_rate,
|
||||
get_field_precision(meta.get_field("conversion_rate"),
|
||||
webnotes._dict({"fields": args})))
|
||||
|
||||
# validate price list conversion rate
|
||||
if meta.get_field("price_list_currency") and (args.selling_price_list or args.buying_price_list) \
|
||||
and args.price_list_currency:
|
||||
validate_conversion_rate(args.price_list_currency, args.plc_conversion_rate,
|
||||
meta.get_label("plc_conversion_rate"), args.company)
|
||||
|
||||
# round it
|
||||
args.plc_conversion_rate = flt(args.plc_conversion_rate,
|
||||
get_field_precision(meta.get_field("plc_conversion_rate"),
|
||||
webnotes._dict({"fields": args})))
|
||||
|
||||
def delete_events(ref_type, ref_name):
|
||||
webnotes.delete_doc("Event", webnotes.conn.sql_list("""select name from `tabEvent`
|
||||
where ref_type=%s and ref_name=%s""", (ref_type, ref_name)), for_reload=True)
|
||||
|
||||
class UOMMustBeIntegerError(webnotes.ValidationError): pass
|
||||
|
||||
def validate_uom_is_integer(doclist, uom_field, qty_fields):
|
||||
if isinstance(qty_fields, basestring):
|
||||
qty_fields = [qty_fields]
|
||||
|
||||
integer_uoms = filter(lambda uom: webnotes.conn.get_value("UOM", uom,
|
||||
"must_be_whole_number") or None, doclist.get_distinct_values(uom_field))
|
||||
|
||||
if not integer_uoms:
|
||||
return
|
||||
|
||||
for d in doclist:
|
||||
if d.fields.get(uom_field) in integer_uoms:
|
||||
for f in qty_fields:
|
||||
if d.fields.get(f):
|
||||
if cint(d.fields[f])!=d.fields[f]:
|
||||
webnotes.msgprint(_("For UOM") + " '" + d.fields[uom_field] \
|
||||
+ "': " + _("Quantity cannot be a fraction.") \
|
||||
+ " " + _("In Row") + ": " + str(d.idx),
|
||||
raise_exception=UOMMustBeIntegerError)
|
||||
Reference in New Issue
Block a user