Merge pull request #47901 from khushi8112/asset-transfer-and-movement-in-single-asset-movement-record

feat: Asset Transfer and Issue in single asset movement record

erpnext/assets/doctype/asset_movement/asset_movement.js

@@ -62,8 +62,8 @@ frappe.ui.form.on("Asset Movement", {
 			fieldnames_to_be_altered = {
 				target_location: { read_only: 0, reqd: 1 },
 				source_location: { read_only: 1, reqd: 0 },
-				from_employee: { read_only: 0, reqd: 0 },
+				from_employee: { read_only: 1, reqd: 0 },
-				to_employee: { read_only: 1, reqd: 0 },
+				to_employee: { read_only: 0, reqd: 0 },
 			};
 		} else if (frm.doc.purpose === "Issue") {
 			fieldnames_to_be_altered = {
@@ -72,6 +72,13 @@ frappe.ui.form.on("Asset Movement", {
 				from_employee: { read_only: 1, reqd: 0 },
 				to_employee: { read_only: 0, reqd: 1 },
 			};
+		} else if (frm.doc.purpose === "Transfer and Issue") {
+			fieldnames_to_be_altered = {
+				target_location: { read_only: 0, reqd: 1 },
+				source_location: { read_only: 0, reqd: 1 },
+				from_employee: { read_only: 0, reqd: 1 },
+				to_employee: { read_only: 0, reqd: 1 },
+			};
 		}
 		if (fieldnames_to_be_altered) {
 			Object.keys(fieldnames_to_be_altered).forEach((fieldname) => {

erpnext/assets/doctype/asset_movement/asset_movement.json

@@ -33,7 +33,7 @@
    "fieldname": "purpose",
    "fieldtype": "Select",
    "label": "Purpose",
-   "options": "\nIssue\nReceipt\nTransfer",
+   "options": "\nIssue\nReceipt\nTransfer\nTransfer and Issue",
    "reqd": 1
   },
   {
@@ -93,10 +93,11 @@
    "fieldtype": "Column Break"
   }
  ],
+ "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2024-03-27 13:06:35.116228",
+ "modified": "2025-05-30 17:01:55.864353",
  "modified_by": "Administrator",
  "module": "Assets",
  "name": "Asset Movement",
@@ -149,7 +150,8 @@
    "write": 1
   }
  ],
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": []
-}
+}

erpnext/assets/doctype/asset_movement/asset_movement.py

@@ -24,105 +24,82 @@ class AssetMovement(Document):
 		amended_from: DF.Link | None
 		assets: DF.Table[AssetMovementItem]
 		company: DF.Link
-		purpose: DF.Literal["", "Issue", "Receipt", "Transfer"]
+		purpose: DF.Literal["", "Issue", "Receipt", "Transfer", "Transfer and Issue"]
 		reference_doctype: DF.Link | None
 		reference_name: DF.DynamicLink | None
 		transaction_date: DF.Datetime
 	# end: auto-generated types
 
 	def validate(self):
-		self.validate_asset()
-		self.validate_location()
-		self.validate_employee()
-
-	def validate_asset(self):
 		for d in self.assets:
-			status, company = frappe.db.get_value("Asset", d.asset, ["status", "company"])
+			self.validate_asset(d)
-			if self.purpose == "Transfer" and status in ("Draft", "Scrapped", "Sold"):
+			self.validate_movement(d)
-				frappe.throw(_("{0} asset cannot be transferred").format(status))
 
-			if company != self.company:
+	def validate_asset(self, d):
-				frappe.throw(_("Asset {0} does not belong to company {1}").format(d.asset, self.company))
+		status, company = frappe.db.get_value("Asset", d.asset, ["status", "company"])
+		if self.purpose == "Transfer" and status in ("Draft", "Scrapped", "Sold"):
+			frappe.throw(_("{0} asset cannot be transferred").format(status))
 
-			if not (d.source_location or d.target_location or d.from_employee or d.to_employee):
+		if company != self.company:
-				frappe.throw(_("Either location or employee must be required"))
+			frappe.throw(_("Asset {0} does not belong to company {1}").format(d.asset, self.company))
 
-	def validate_location(self):
+	def validate_movement(self, d):
-		for d in self.assets:
+		if self.purpose == "Transfer and Issue":
-			if self.purpose in ["Transfer", "Issue"]:
+			self.validate_location_and_employee(d)
-				current_location = frappe.db.get_value("Asset", d.asset, "location")
+		elif self.purpose in ["Receipt", "Transfer"]:
-				if d.source_location:
+			self.validate_location(d)
-					if current_location != d.source_location:
+		else:
-						frappe.throw(
+			self.validate_employee(d)
-							_("Asset {0} does not belongs to the location {1}").format(
-								d.asset, d.source_location
-							)
-						)
-				else:
-					d.source_location = current_location
 
-			if self.purpose == "Issue":
+	def validate_location_and_employee(self, d):
-				if d.target_location:
+		self.validate_location(d)
+		self.validate_employee(d)
+
+	def validate_location(self, d):
+		if self.purpose in ["Transfer", "Transfer and Issue"]:
+			current_location = frappe.db.get_value("Asset", d.asset, "location")
+			if d.source_location:
+				if current_location != d.source_location:
 					frappe.throw(
-						_(
+						_("Asset {0} does not belongs to the location {1}").format(d.asset, d.source_location)
-							"Issuing cannot be done to a location. Please enter employee to issue the Asset {0} to"
-						).format(d.asset),
-						title=_("Incorrect Movement Purpose"),
 					)
-				if not d.to_employee:
+			else:
-					frappe.throw(_("Employee is required while issuing Asset {0}").format(d.asset))
+				d.source_location = current_location
 
-			if self.purpose == "Transfer":
+			if not d.target_location:
-				if d.to_employee:
+				frappe.throw(_("Target Location is required for transferring Asset {0}").format(d.asset))
-					frappe.throw(
+			if d.source_location == d.target_location:
-						_(
+				frappe.throw(_("Source and Target Location cannot be same"))
-							"Transferring cannot be done to an Employee. Please enter location where Asset {0} has to be transferred"
-						).format(d.asset),
-						title=_("Incorrect Movement Purpose"),
-					)
-				if not d.target_location:
-					frappe.throw(
-						_("Target Location is required while transferring Asset {0}").format(d.asset)
-					)
-				if d.source_location == d.target_location:
-					frappe.throw(_("Source and Target Location cannot be same"))
-
-			if self.purpose == "Receipt":
-				if not (d.source_location) and not d.target_location and not d.to_employee:
-					frappe.throw(
-						_("Target Location or To Employee is required while receiving Asset {0}").format(
-							d.asset
-						)
-					)
-				elif d.source_location:
-					if d.from_employee and not d.target_location:
-						frappe.throw(
-							_(
-								"Target Location is required while receiving Asset {0} from an employee"
-							).format(d.asset)
-						)
-					elif d.to_employee and d.target_location:
-						frappe.throw(
-							_(
-								"Asset {0} cannot be received at a location and given to an employee in a single movement"
-							).format(d.asset)
-						)
-
-	def validate_employee(self):
-		for d in self.assets:
-			if d.from_employee:
-				current_custodian = frappe.db.get_value("Asset", d.asset, "custodian")
-
-				if current_custodian != d.from_employee:
-					frappe.throw(
-						_("Asset {0} does not belongs to the custodian {1}").format(d.asset, d.from_employee)
-					)
 
+		if self.purpose == "Receipt":
+			if not d.target_location:
+				frappe.throw(_("Target Location is required while receiving Asset {0}").format(d.asset))
 			if d.to_employee and frappe.db.get_value("Employee", d.to_employee, "company") != self.company:
 				frappe.throw(
 					_("Employee {0} does not belongs to the company {1}").format(d.to_employee, self.company)
 				)
 
+	def validate_employee(self, d):
+		if self.purpose == "Tranfer and Issue":
+			if not d.from_employee:
+				frappe.throw(_("From Employee is required while issuing Asset {0}").format(d.asset))
+
+		if d.from_employee:
+			current_custodian = frappe.db.get_value("Asset", d.asset, "custodian")
+
+			if current_custodian != d.from_employee:
+				frappe.throw(
+					_("Asset {0} does not belongs to the custodian {1}").format(d.asset, d.from_employee)
+				)
+
+		if not d.to_employee:
+			frappe.throw(_("Employee is required while issuing Asset {0}").format(d.asset))
+
+		if d.to_employee and frappe.db.get_value("Employee", d.to_employee, "company") != self.company:
+			frappe.throw(
+				_("Employee {0} does not belongs to the company {1}").format(d.to_employee, self.company)
+			)
+
 	def on_submit(self):
 		self.set_latest_location_and_custodian_in_asset()
 
@@ -130,53 +107,63 @@ class AssetMovement(Document):
 		self.set_latest_location_and_custodian_in_asset()
 
 	def set_latest_location_and_custodian_in_asset(self):
+		for d in self.assets:
+			current_location, current_employee = self.get_latest_location_and_custodian(d.asset)
+			self.update_asset_location_and_custodian(d.asset, current_location, current_employee)
+			self.log_asset_activity(d.asset, current_location, current_employee)
+
+	def get_latest_location_and_custodian(self, asset):
 		current_location, current_employee = "", ""
 		cond = "1=1"
 
-		for d in self.assets:
+		# latest entry corresponds to current document's location, employee when transaction date > previous dates
-			args = {"asset": d.asset, "company": self.company}
+		# In case of cancellation it corresponds to previous latest document's location, employee
+		args = {"asset": asset, "company": self.company}
+		latest_movement_entry = frappe.db.sql(
+			f"""
+			SELECT asm_item.target_location, asm_item.to_employee
+			FROM `tabAsset Movement Item` asm_item
+			JOIN `tabAsset Movement` asm ON asm_item.parent = asm.name
+			WHERE
+				asm_item.asset = %(asset)s AND
+				asm.company = %(company)s AND
+				asm.docstatus = 1 AND {cond}
+			ORDER BY asm.transaction_date DESC
+			LIMIT 1
+			""",
+			args,
+		)
 
-			# latest entry corresponds to current document's location, employee when transaction date > previous dates
+		if latest_movement_entry:
-			# In case of cancellation it corresponds to previous latest document's location, employee
+			current_location = latest_movement_entry[0][0]
-			latest_movement_entry = frappe.db.sql(
+			current_employee = latest_movement_entry[0][1]
-				f"""
+
-				SELECT asm_item.target_location, asm_item.to_employee
+		return current_location, current_employee
-				FROM `tabAsset Movement Item` asm_item, `tabAsset Movement` asm
+
-				WHERE
+	def update_asset_location_and_custodian(self, asset_id, location, employee):
-					asm_item.parent=asm.name and
+		asset = frappe.get_doc("Asset", asset_id)
-					asm_item.asset=%(asset)s and
+
-					asm.company=%(company)s and
+		if employee and employee != asset.custodian:
-					asm.docstatus=1 and {cond}
+			frappe.db.set_value("Asset", asset_id, "custodian", employee)
-				ORDER BY
+		if location and location != asset.location:
-					asm.transaction_date desc limit 1
+			frappe.db.set_value("Asset", asset_id, "location", location)
-				""",
+
-				args,
+	def log_asset_activity(self, asset_id, location, employee):
+		if location and employee:
+			add_asset_activity(
+				asset_id,
+				_("Asset received at Location {0} and issued to Employee {1}").format(
+					get_link_to_form("Location", location),
+					get_link_to_form("Employee", employee),
+				),
+			)
+		elif location:
+			add_asset_activity(
+				asset_id,
+				_("Asset transferred to Location {0}").format(get_link_to_form("Location", location)),
+			)
+		elif employee:
+			add_asset_activity(
+				asset_id,
+				_("Asset issued to Employee {0}").format(get_link_to_form("Employee", employee)),
 			)
-
-			if latest_movement_entry:
-				current_location = latest_movement_entry[0][0]
-				current_employee = latest_movement_entry[0][1]
-
-			frappe.db.set_value("Asset", d.asset, "location", current_location, update_modified=False)
-			frappe.db.set_value("Asset", d.asset, "custodian", current_employee, update_modified=False)
-
-			if current_location and current_employee:
-				add_asset_activity(
-					d.asset,
-					_("Asset received at Location {0} and issued to Employee {1}").format(
-						get_link_to_form("Location", current_location),
-						get_link_to_form("Employee", current_employee),
-					),
-				)
-			elif current_location:
-				add_asset_activity(
-					d.asset,
-					_("Asset transferred to Location {0}").format(
-						get_link_to_form("Location", current_location)
-					),
-				)
-			elif current_employee:
-				add_asset_activity(
-					d.asset,
-					_("Asset issued to Employee {0}").format(get_link_to_form("Employee", current_employee)),
-				)

erpnext/assets/doctype/asset_movement/test_asset_movement.py

@@ -88,7 +88,7 @@ class TestAssetMovement(IntegrationTestCase):
 		)
 
 		# after issuing, asset should belong to an employee not at a location
-		self.assertEqual(frappe.db.get_value("Asset", asset.name, "location"), None)
+		self.assertEqual(frappe.db.get_value("Asset", asset.name, "location"), "Test Location 2")
 		self.assertEqual(frappe.db.get_value("Asset", asset.name, "custodian"), employee)
 
 		create_asset_movement(