feat(Non Profit): 80G Certificates and Donations (#24657)

* feat: 80G Certificates

* feat: add non-profit custom fields for India

* feat: 80G Certificate print format for memberships

* feat: Donation doctype and API endpoint to capture donations via razorpay

* chore: Rename Membership Settings to Non Profit Settings

* chore: clean up Non Profit Settings

- Rename fields, better labels

- patch for renaming

* feat: Webhook secret generation for Razorpay donations in Non-Profit Settings

* feat: Payment Entry for donations

- added Donor as Party Type

- setting for automating payment entries for donations created via web form

* fix: linter and sider issues

* fix: translation syntax

* feat: PAN Details custom field for Indian donors

* feat: 80G certificates for Donations with Print Format

* fix: sider

* feat: validations for donor and donation

- create donor for website user from donations

- validate donor email

* feat: extract member name from subscription notes

* test: Donation

* test: Tax Exemption 80G Certificate

* chore: styling fixes

* fix: tests

* fix: sider

* feat: extract PAN number from additional subscription notes

* feat: Add creation user field in Non Profit Settings

fix: Payment Entry not generating for memberships and donations

* feat: update desk page

* fix: tests
This commit is contained in:
Rucha Mahabal
2021-03-11 13:19:44 +05:30
committed by GitHub
parent 63eb6bdb3c
commit be2c1fca7b
42 changed files with 1801 additions and 335 deletions

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{
"absolute_value": 0,
"align_labels_right": 0,
"creation": "2021-02-22 00:17:33.878581",
"css": ".details {\n font-size: 15px;\n font-family: Tahoma, sans-serif;;\n line-height: 150%;\n}\n\n.certificate-footer {\n font-size: 15px;\n font-family: Tahoma, sans-serif;\n line-height: 140%;\n margin-top: 120px;\n}\n\n.company-address {\n color: #666666;\n font-size: 15px;\n font-family: Tahoma, sans-serif;;\n}",
"custom_format": 1,
"default_print_language": "en",
"disabled": 0,
"doc_type": "Tax Exemption 80G Certificate",
"docstatus": 0,
"doctype": "Print Format",
"font": "Default",
"html": "{% if letter_head and not no_letterhead -%}\n <div class=\"letter-head\">{{ letter_head }}</div>\n{%- endif %}\n\n<div>\n <h3 class=\"text-center\">{{ doc.company }} 80G Donor Certificate</h3>\n</div>\n<br><br>\n\n<div class=\"details\">\n <p> <b>{{ _(\"Certificate No. : \") }}</b> {{ doc.name }} </p>\n <p>\n \t<b>{{ _(\"Date\") }} :</b> {{ doc.get_formatted(\"date\") }}<br>\n </p>\n <br><br>\n \n <div>\n\n This is to confirm that the {{ doc.company }} received an amount of <b>{{doc.get_formatted(\"amount\")}}</b>\n from <b>{{ doc.donor_name }}</b>\n {% if doc.pan_number -%}\n bearing PAN Number {{ doc.member_pan_number }}\n {%- endif %}\n\n via the Mode of Payment {{doc.mode_of_payment}}\n\n {% if doc.razorpay_payment_id -%}\n bearing RazorPay Payment ID {{ doc.razorpay_payment_id }}\n {%- endif %}\n\n on {{ doc.get_formatted(\"date_of_donation\") }}\n <br><br>\n \n <p>\n We thank you for your contribution towards the corpus of the {{ doc.company }} and helping support our work.\n </p>\n\n </div>\n</div>\n\n<br><br>\n<p class=\"company-address text-left\"> {{doc.company_address_display }}</p>\n\n<div class=\"certificate-footer text-center\">\n <p><i>Computer generated receipt - Does not require signature</i></p><br>\n \n {% if doc.company_pan_number %}\n <p>\n <b>{{ doc.company }}'s PAN Account No :</b> {{ doc.company_pan_number }}\n <p><br>\n {% endif %}\n \n <p>\n <b>80G Number : </b> {{ doc.company_80g_number }}\n {% if doc.company_80g_wef %}\n ( w.e.f. {{ doc.get_formatted('company_80g_wef') }} )\n {% endif %}\n </p><br>\n</div>",
"idx": 0,
"line_breaks": 0,
"modified": "2021-02-22 00:20:08.516600",
"modified_by": "Administrator",
"module": "Regional",
"name": "80G Certificate for Donation",
"owner": "Administrator",
"print_format_builder": 0,
"print_format_type": "Jinja",
"raw_printing": 0,
"show_section_headings": 0,
"standard": "Yes"
}

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{
"absolute_value": 0,
"align_labels_right": 0,
"creation": "2021-02-15 16:53:55.026611",
"css": ".details {\n font-size: 15px;\n font-family: Tahoma, sans-serif;;\n line-height: 150%;\n}\n\n.certificate-footer {\n font-size: 15px;\n font-family: Tahoma, sans-serif;\n line-height: 140%;\n margin-top: 120px;\n}\n\n.company-address {\n color: #666666;\n font-size: 15px;\n font-family: Tahoma, sans-serif;;\n}",
"custom_format": 1,
"default_print_language": "en",
"disabled": 0,
"doc_type": "Tax Exemption 80G Certificate",
"docstatus": 0,
"doctype": "Print Format",
"font": "Default",
"html": "{% if letter_head and not no_letterhead -%}\n <div class=\"letter-head\">{{ letter_head }}</div>\n{%- endif %}\n\n<div>\n <h3 class=\"text-center\">{{ doc.company }} Members 80G Donor Certificate</h3>\n <h3 class=\"text-center\">Financial Cycle {{ doc.fiscal_year }}</h3>\n</div>\n<br><br>\n\n<div class=\"details\">\n <p> <b>{{ _(\"Certificate No. : \") }}</b> {{ doc.name }} </p>\n <p>\n \t<b>{{ _(\"Date\") }} :</b> {{ doc.get_formatted(\"date\") }}<br>\n </p>\n <br><br>\n \n <div>\n This is to confirm that the {{ doc.company }} received a total amount of <b>{{doc.get_formatted(\"total\")}}</b>\n from <b>{{ doc.member_name }}</b>\n {% if doc.pan_number -%}\n bearing PAN Number {{ doc.member_pan_number }}\n {%- endif %}\n as per the payment details given below:\n \n <br><br>\n <table class=\"table table-bordered table-condensed\">\n \t<thead>\n \t\t<tr>\n \t\t\t<th >{{ _(\"Date\") }}</th>\n \t\t\t<th class=\"text-right\">{{ _(\"Amount\") }}</th>\n \t\t\t<th class=\"text-right\">{{ _(\"Invoice ID\") }}</th>\n \t\t</tr>\n \t</thead>\n \t<tbody>\n \t\t{%- for payment in doc.payments -%}\n \t\t<tr>\n \t\t\t<td> {{ payment.date }} </td>\n \t\t\t<td class=\"text-right\">{{ payment.get_formatted(\"amount\") }}</td>\n \t\t\t<td class=\"text-right\">{{ payment.invoice_id }}</td>\n \t\t</tr>\n \t\t{%- endfor -%}\n \t</tbody>\n </table>\n \n <br>\n \n <p>\n We thank you for your contribution towards the corpus of the {{ doc.company }} and helping support our work.\n </p>\n\n </div>\n</div>\n\n<br><br>\n<p class=\"company-address text-left\"> {{doc.company_address_display }}</p>\n\n<div class=\"certificate-footer text-center\">\n <p><i>Computer generated receipt - Does not require signature</i></p><br>\n \n {% if doc.company_pan_number %}\n <p>\n <b>{{ doc.company }}'s PAN Account No :</b> {{ doc.company_pan_number }}\n <p><br>\n {% endif %}\n \n <p>\n <b>80G Number : </b> {{ doc.company_80g_number }}\n {% if doc.company_80g_wef %}\n ( w.e.f. {{ doc.get_formatted('company_80g_wef') }} )\n {% endif %}\n </p><br>\n</div>",
"idx": 0,
"line_breaks": 0,
"modified": "2021-02-21 23:29:00.778973",
"modified_by": "Administrator",
"module": "Regional",
"name": "80G Certificate for Membership",
"owner": "Administrator",
"print_format_builder": 0,
"print_format_type": "Jinja",
"raw_printing": 0,
"show_section_headings": 0,
"standard": "Yes"
}