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feat: Sales Commissoion Payout
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0
erpnext/payroll/doctype/contributions/__init__.py
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0
erpnext/payroll/doctype/contributions/__init__.py
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101
erpnext/payroll/doctype/contributions/contributions.json
Normal file
101
erpnext/payroll/doctype/contributions/contributions.json
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@@ -0,0 +1,101 @@
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{
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"actions": [],
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"allow_rename": 1,
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"creation": "2021-09-07 12:49:18.526652",
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"doctype": "DocType",
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"editable_grid": 1,
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"engine": "InnoDB",
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"field_order": [
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"document_type",
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"order_or_invoice",
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"customer",
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"customer_name",
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"posting_date",
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"column_break_5",
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"contribution_percent",
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"contribution_amount",
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"commission_rate",
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"commission_amount"
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],
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"fields": [
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{
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"fieldname": "order_or_invoice",
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"fieldtype": "Dynamic Link",
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"in_list_view": 1,
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"label": "Order / Invoice",
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"options": "document_type",
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"read_only": 1
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},
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{
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"fieldname": "customer",
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"fieldtype": "Link",
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"label": "Customer",
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"options": "Customer",
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"read_only": 1
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},
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{
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"fetch_from": "customer.customer_name",
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"fieldname": "customer_name",
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"fieldtype": "Data",
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"label": "Customer Name",
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"read_only": 1
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},
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{
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"fieldname": "posting_date",
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"fieldtype": "Date",
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"in_list_view": 1,
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"label": "Posting Date",
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"read_only": 1
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},
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{
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"fieldname": "commission_rate",
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"fieldtype": "Data",
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"in_list_view": 1,
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"label": "Commission Rate",
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"read_only": 1
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},
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{
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"fieldname": "commission_amount",
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"fieldtype": "Currency",
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"in_list_view": 1,
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"label": "Commission Amount",
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"read_only": 1
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},
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{
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"fieldname": "column_break_5",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "document_type",
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"fieldtype": "Link",
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"hidden": 1,
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"label": "Document Type",
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"options": "DocType"
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},
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{
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"fieldname": "contribution_amount",
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"fieldtype": "Currency",
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"in_list_view": 1,
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"label": "Contribution Amount",
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"read_only": 1
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},
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{
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"fieldname": "contribution_percent",
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"fieldtype": "Data",
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"label": "Contribution %",
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"read_only": 1
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}
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],
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"index_web_pages_for_search": 1,
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"istable": 1,
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"links": [],
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"modified": "2021-09-13 19:11:43.548342",
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"modified_by": "Administrator",
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"module": "Payroll",
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"name": "Contributions",
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"owner": "Administrator",
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"permissions": [],
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"sort_field": "modified",
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"sort_order": "DESC",
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"track_changes": 1
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}
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9
erpnext/payroll/doctype/contributions/contributions.py
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9
erpnext/payroll/doctype/contributions/contributions.py
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@@ -0,0 +1,9 @@
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# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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# import frappe
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from frappe.model.document import Document
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class Contributions(Document):
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pass
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@@ -9,6 +9,7 @@
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"payroll_based_on",
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"consider_unmarked_attendance_as",
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"max_working_hours_against_timesheet",
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"salary_component_for_sales_commission",
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"include_holidays_in_total_working_days",
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"disable_rounded_total",
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"column_break_11",
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@@ -91,13 +92,19 @@
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"fieldname": "show_leave_balances_in_salary_slip",
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"fieldtype": "Check",
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"label": "Show Leave Balances in Salary Slip"
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},
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{
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"fieldname": "salary_component_for_sales_commission",
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"fieldtype": "Link",
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"label": "Salary Component for Sales Commission",
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"options": "Salary Component"
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}
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],
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"icon": "fa fa-cog",
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"index_web_pages_for_search": 1,
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"issingle": 1,
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"links": [],
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"modified": "2021-03-03 17:49:59.579723",
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"modified": "2021-09-07 12:21:16.640474",
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"modified_by": "Administrator",
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"module": "Payroll",
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"name": "Payroll Settings",
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@@ -0,0 +1,17 @@
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// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on('Process Sales Commission', {
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setup: function(frm){
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frm.set_query("department", function() {
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if (!frm.doc.company) {
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frappe.throw(__("Please select company first"))
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}
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return {
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filters: {
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company: frm.doc.company
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}
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}
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});
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},
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});
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@@ -0,0 +1,145 @@
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{
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"actions": [],
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"autoname": "format:PRO-SAL-COM-{#####}",
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"creation": "2021-09-08 13:28:11.658071",
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"doctype": "DocType",
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"editable_grid": 1,
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"engine": "InnoDB",
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"field_order": [
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"company",
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"department",
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"column_break_3",
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"designation",
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"branch",
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"section_break_6",
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"from_date",
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"to_date",
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"column_break_9",
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"commission_based_on",
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"pay_via_salary",
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"amended_from"
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],
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"fields": [
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{
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"fieldname": "company",
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"fieldtype": "Link",
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"in_list_view": 1,
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"label": "Company",
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"options": "Company",
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"reqd": 1
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},
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{
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"fieldname": "department",
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"fieldtype": "Link",
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"label": "Department",
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"options": "Department"
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},
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{
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"fieldname": "column_break_3",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "designation",
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"fieldtype": "Link",
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"label": "Designation",
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"options": "Designation"
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},
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{
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"fieldname": "branch",
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"fieldtype": "Link",
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"label": "Branch",
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"options": "Branch"
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},
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{
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"fieldname": "section_break_6",
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"fieldtype": "Section Break"
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},
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{
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"fieldname": "from_date",
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"fieldtype": "Date",
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"label": "From Date",
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"reqd": 1
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},
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{
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"fieldname": "to_date",
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"fieldtype": "Date",
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"label": "To Date",
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"reqd": 1
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},
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{
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"fieldname": "column_break_9",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "commission_based_on",
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"fieldtype": "Select",
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"label": "Commission Based on",
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"options": "Sales Order\nSales Invoice"
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},
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{
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"default": "0",
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"fieldname": "pay_via_salary",
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"fieldtype": "Check",
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"label": "Pay Via Salary"
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},
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{
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"fieldname": "amended_from",
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"fieldtype": "Link",
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"label": "Amended From",
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"no_copy": 1,
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"options": "Process Sales Commission",
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"print_hide": 1,
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"read_only": 1
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}
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],
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"index_web_pages_for_search": 1,
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"is_submittable": 1,
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"links": [],
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"modified": "2021-09-20 15:45:39.240487",
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"modified_by": "Administrator",
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"module": "Payroll",
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"name": "Process Sales Commission",
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"naming_rule": "Expression",
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"owner": "Administrator",
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"permissions": [
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{
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "System Manager",
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"share": 1,
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"write": 1
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},
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{
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "Sales Manager",
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"share": 1,
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"write": 1
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},
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{
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "HR Manager",
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"share": 1,
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"write": 1
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}
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],
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"sort_field": "modified",
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"sort_order": "DESC",
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"track_changes": 1
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}
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@@ -0,0 +1,98 @@
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# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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import frappe
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from frappe import _
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from frappe.model.document import Document
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from frappe.utils import get_link_to_form
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class ProcessSalesCommission(Document):
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def validate(self):
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self.validate_from_to_dates()
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self.validate_salary_component()
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def validate_from_to_dates(self):
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return super().validate_from_to_dates("from_date", "to_date")
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def validate_salary_component(self):
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if self.pay_via_salary:
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if not frappe.db.get_single_value("Payroll Settings", "salary_component_for_sales_commission"):
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frappe.throw(_("Please set {0} in {1}").format(frappe.bold("Salary Component for Sales Commission"), get_link_to_form("Payroll Settings", "Payroll Settings")))
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def on_submit(self):
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self.process_sales_commission()
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def process_sales_commission(self):
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filter_date = "transaction_date" if self.commission_based_on=="Sales Order" else "posting_date"
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records = [entry.name for entry in frappe.db.get_all(self.commission_based_on, filters={ "company": self.company, filter_date: ('between', [self.from_date, self.to_date])})]
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sales_persons_details = frappe.get_all("Sales Team", filters={"parent": ['in', records]}, fields=["sales_person", "commission_rate", "incentives", "allocated_percentage", "allocated_amount", "parent"])
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if len(sales_persons_details):
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sales_persons = set(e['sales_person'] for e in sales_persons_details)
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sales_persons_list = self.get_sales_persons_list(sales_persons)
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sales_persons_details_map = self.map_sales_persons_details(sales_persons_list, sales_persons_details)
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self.make_sales_commission_document(sales_persons_details_map, filter_date)
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def get_sales_persons_list(self, sales_persons):
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sales_persons_list = sales_persons
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if self.department or self.designation or self.branch:
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for person in sales_persons:
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emp = frappe.db.get_value("Sales Person", filters={"name":person}, fieldname="employee", as_dict=True)['employee']
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if emp:
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employee_details = frappe.db.get_value("Employee", filters={"name":emp}, fieldname=["company", "department", "designation", "branch"], as_dict=True)
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if self.company != employee_details["company"]:
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sales_persons_list.remove(person)
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continue
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if self.department and self.department != employee_details["department"]:
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sales_persons_list.remove(person)
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continue
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if self.designation and self.designation != employee_details["designation"]:
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sales_persons_list.remove(person)
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continue
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if self.branch and self.branch != employee_details["branch"]:
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sales_persons_list.remove(person)
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continue
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return sales_persons_list
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def map_sales_persons_details(self, sales_persons, sales_persons_details):
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sales_persons_details_map = {}
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for person in sales_persons:
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sales_persons_details_map[person] = []
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for details in sales_persons_details:
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if details['sales_person'] == person:
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sales_persons_details_map[person].append(details)
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return sales_persons_details_map
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def make_sales_commission_document(self, sales_persons_details_map, filter_date):
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for record in sales_persons_details_map:
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doc = doc = frappe.new_doc("Sales Commission")
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doc.sales_person = record
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doc.from_date = self.from_date
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doc.to_date = self.to_date
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doc.pay_via_salary = self.pay_via_salary
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doc.process_sales_commission_reference = self.name
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doc.set("contributions", [])
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self.add_contributions(doc, sales_persons_details_map[record], filter_date)
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doc.insert()
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if not frappe.db.get_single_value("Selling Settings", "approval_required_for_sales_commission_payout"):
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doc.reload()
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if self.pay_via_salary and doc.employee:
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if frappe.db.exists('Salary Structure Assignment', {'employee': doc.employee}):
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doc.submit()
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def add_contributions(self, doc, records, filter_date):
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for items in records:
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sales_record_details = frappe.db.get_value(self.commission_based_on, filters={"name": items["parent"]}, fieldname=["customer", filter_date], as_dict=True)
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contribution = {
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"document_type": self.commission_based_on,
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"order_or_invoice": items["parent"],
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"customer": sales_record_details["customer"],
|
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"posting_date": sales_record_details[filter_date],
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"contribution_percent": items["allocated_percentage"],
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"contribution_amount": items["allocated_amount"],
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"commission_rate": items["commission_rate"],
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"commission_amount": items["incentives"],
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}
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doc.append("contributions", contribution)
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@@ -0,0 +1,9 @@
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# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
|
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# See license.txt
|
||||
|
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# import frappe
|
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import unittest
|
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|
||||
|
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class TestProcessSalesCommission(unittest.TestCase):
|
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pass
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118
erpnext/payroll/doctype/sales_commission/sales_commission.js
Normal file
118
erpnext/payroll/doctype/sales_commission/sales_commission.js
Normal file
@@ -0,0 +1,118 @@
|
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// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Sales Commission', {
|
||||
setup: function(frm){
|
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frm.set_query("commission_based_on", function() {
|
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return {
|
||||
filters: [
|
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['name', 'in', ["Sales Order", "Sales Invoice"]]
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]
|
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}
|
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});
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},
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refresh: function(frm) {
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if (frm.doc.docstatus == 1) {
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if (frm.custom_buttons) frm.clear_custom_buttons();
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frm.events.add_context_buttons(frm);
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}
|
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},
|
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|
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add_context_buttons: function (frm) {
|
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if (!frm.doc.reference_name) {
|
||||
if (frm.doc.pay_via_salary) {
|
||||
frm.add_custom_button(__("Create Additional Salary"), function () {
|
||||
create_additional_salary(frm);
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}).addClass("btn-primary");
|
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} else {
|
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frm.add_custom_button(__("Create Payment Entry"), function () {
|
||||
create_payment_entry(frm);
|
||||
}).addClass("btn-primary");
|
||||
}
|
||||
}
|
||||
},
|
||||
|
||||
});
|
||||
|
||||
const create_payment_entry = function (frm) {
|
||||
var d = new frappe.ui.Dialog({
|
||||
title: __("Select Mode of Payment"),
|
||||
fields: [
|
||||
{
|
||||
'fieldname': 'mode_of_payment',
|
||||
'fieldtype': 'Link',
|
||||
'label': __('Mode of Payment'),
|
||||
'options': 'Mode of Payment',
|
||||
"get_query": function () {
|
||||
return {
|
||||
filters: {
|
||||
type: ["in", ["Bank", "Cash"]]
|
||||
}
|
||||
};
|
||||
},
|
||||
'reqd': 1
|
||||
}
|
||||
],
|
||||
});
|
||||
d.set_primary_action(__('Create'), function() {
|
||||
d.hide();
|
||||
var arg = d.get_values();
|
||||
frappe.confirm(__("Creating Payment Entry. Do you want to proceed?"),
|
||||
function () {
|
||||
frappe.call({
|
||||
method: 'payout_entry',
|
||||
args: {
|
||||
"mode_of_payment": arg.mode_of_payment
|
||||
},
|
||||
callback: function () {
|
||||
frappe.set_route(
|
||||
'Form', "Payment Entry", {
|
||||
"Payment Entry Reference.reference_name": frm.doc.name
|
||||
}
|
||||
);
|
||||
},
|
||||
doc: frm.doc,
|
||||
freeze: true,
|
||||
freeze_message: __('Creating Payment Entry')
|
||||
});
|
||||
},
|
||||
function () {
|
||||
if (frappe.dom.freeze_count) {
|
||||
frappe.dom.unfreeze();
|
||||
frm.events.refresh(frm);
|
||||
}
|
||||
}
|
||||
);
|
||||
});
|
||||
d.show();
|
||||
};
|
||||
|
||||
const create_additional_salary = function (frm) {
|
||||
if (!frm.doc.employee) {
|
||||
frappe.throw(__("No employee is linked to Sales Person {0}. Please select an employee for {1} to process this Commission.").format(frappe.bold(frm.doc.sales_person), get_link_to_form("Sales Person", frm.doc.sales_person)))
|
||||
}
|
||||
frappe.confirm(__("Creating Additional Salary. Do you want to proceed?"),
|
||||
function () {
|
||||
frappe.call({
|
||||
method: 'payout_entry',
|
||||
args: {},
|
||||
callback: function () {
|
||||
frappe.set_route(
|
||||
"Form", "Additional Salary", {
|
||||
"Additional Salary.ref_docname": frm.doc.name
|
||||
}
|
||||
);
|
||||
},
|
||||
doc: frm.doc,
|
||||
freeze: true,
|
||||
freeze_message: __('Creating Additional Salary')
|
||||
});
|
||||
},
|
||||
function () {
|
||||
if (frappe.dom.freeze_count) {
|
||||
frappe.dom.unfreeze();
|
||||
frm.events.refresh(frm);
|
||||
}
|
||||
}
|
||||
);
|
||||
};
|
||||
263
erpnext/payroll/doctype/sales_commission/sales_commission.json
Normal file
263
erpnext/payroll/doctype/sales_commission/sales_commission.json
Normal file
@@ -0,0 +1,263 @@
|
||||
{
|
||||
"actions": [],
|
||||
"autoname": "format:SAL-COM-{#####}",
|
||||
"creation": "2021-09-07 12:43:03.200379",
|
||||
"doctype": "DocType",
|
||||
"editable_grid": 1,
|
||||
"engine": "InnoDB",
|
||||
"field_order": [
|
||||
"sales_person",
|
||||
"employee",
|
||||
"employee_name",
|
||||
"designation",
|
||||
"department",
|
||||
"branch",
|
||||
"column_break_6",
|
||||
"status",
|
||||
"company",
|
||||
"pay_via_salary",
|
||||
"section_break_10",
|
||||
"from_date",
|
||||
"to_date",
|
||||
"column_break_13",
|
||||
"commission_based_on",
|
||||
"process_sales_commission_reference",
|
||||
"section_break_15",
|
||||
"contributions",
|
||||
"section_break_17",
|
||||
"total_contribution",
|
||||
"total_commission_amount",
|
||||
"remarks",
|
||||
"column_break_21",
|
||||
"commission_rate",
|
||||
"calculate_commission_manually",
|
||||
"amended_from",
|
||||
"reference_doctype",
|
||||
"reference_name"
|
||||
],
|
||||
"fields": [
|
||||
{
|
||||
"fetch_from": "sales_person.employee",
|
||||
"fieldname": "employee",
|
||||
"fieldtype": "Link",
|
||||
"label": "Employee",
|
||||
"options": "Employee",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"depends_on": "employee",
|
||||
"fetch_from": "employee.employee_name",
|
||||
"fieldname": "employee_name",
|
||||
"fieldtype": "Data",
|
||||
"label": "Employee Name",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fetch_from": "employee.designation",
|
||||
"fieldname": "designation",
|
||||
"fieldtype": "Link",
|
||||
"label": "Designation",
|
||||
"options": "Designation",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fetch_from": "employee.department",
|
||||
"fieldname": "department",
|
||||
"fieldtype": "Link",
|
||||
"label": "Department",
|
||||
"options": "Department",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fetch_from": "employee.branch",
|
||||
"fieldname": "branch",
|
||||
"fieldtype": "Link",
|
||||
"label": "Branch",
|
||||
"options": "Branch",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fetch_from": "employee.company",
|
||||
"fieldname": "company",
|
||||
"fieldtype": "Link",
|
||||
"label": "Company",
|
||||
"options": "Company",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "status",
|
||||
"fieldtype": "Select",
|
||||
"label": "Status",
|
||||
"options": "Draft\nUnpaid\nPaid",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"default": "0",
|
||||
"fieldname": "pay_via_salary",
|
||||
"fieldtype": "Check",
|
||||
"label": "Pay Via Salary"
|
||||
},
|
||||
{
|
||||
"fieldname": "from_date",
|
||||
"fieldtype": "Date",
|
||||
"label": "From Date"
|
||||
},
|
||||
{
|
||||
"fieldname": "to_date",
|
||||
"fieldtype": "Date",
|
||||
"label": "To Date"
|
||||
},
|
||||
{
|
||||
"fieldname": "commission_based_on",
|
||||
"fieldtype": "Select",
|
||||
"label": "Commission Based on",
|
||||
"options": "Sales Order\nSales Invoice"
|
||||
},
|
||||
{
|
||||
"fieldname": "total_contribution",
|
||||
"fieldtype": "Currency",
|
||||
"label": "Total Contribution",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"default": "0",
|
||||
"fieldname": "calculate_commission_manually",
|
||||
"fieldtype": "Check",
|
||||
"label": "Calculate Commission Manually"
|
||||
},
|
||||
{
|
||||
"depends_on": "calculate_commission_manually",
|
||||
"fieldname": "commission_rate",
|
||||
"fieldtype": "Float",
|
||||
"label": "Commission Rate"
|
||||
},
|
||||
{
|
||||
"fieldname": "total_commission_amount",
|
||||
"fieldtype": "Currency",
|
||||
"label": "Total Commission Amount",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "remarks",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 1,
|
||||
"label": "Remarks"
|
||||
},
|
||||
{
|
||||
"fieldname": "amended_from",
|
||||
"fieldtype": "Link",
|
||||
"label": "Amended From",
|
||||
"no_copy": 1,
|
||||
"options": "Sales Commission",
|
||||
"print_hide": 1,
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "contributions",
|
||||
"fieldtype": "Table",
|
||||
"label": "Contributions",
|
||||
"options": "Contributions"
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_6",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "section_break_10",
|
||||
"fieldtype": "Section Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_13",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "section_break_15",
|
||||
"fieldtype": "Section Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "section_break_17",
|
||||
"fieldtype": "Section Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_21",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "process_sales_commission_reference",
|
||||
"fieldtype": "Link",
|
||||
"label": "Process Sales Commission Reference",
|
||||
"options": "Process Sales Commission",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "sales_person",
|
||||
"fieldtype": "Link",
|
||||
"label": "Sales Person",
|
||||
"options": "Sales Person"
|
||||
},
|
||||
{
|
||||
"fieldname": "reference_doctype",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 1,
|
||||
"label": "Reference Doctype",
|
||||
"options": "DocType"
|
||||
},
|
||||
{
|
||||
"fieldname": "reference_name",
|
||||
"fieldtype": "Dynamic Link",
|
||||
"hidden": 1,
|
||||
"label": "Reference Name",
|
||||
"options": "reference_doctype"
|
||||
}
|
||||
],
|
||||
"index_web_pages_for_search": 1,
|
||||
"is_submittable": 1,
|
||||
"links": [],
|
||||
"modified": "2021-09-20 15:46:26.805073",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Payroll",
|
||||
"name": "Sales Commission",
|
||||
"naming_rule": "Expression",
|
||||
"owner": "Administrator",
|
||||
"permissions": [
|
||||
{
|
||||
"create": 1,
|
||||
"delete": 1,
|
||||
"email": 1,
|
||||
"export": 1,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "System Manager",
|
||||
"share": 1,
|
||||
"write": 1
|
||||
},
|
||||
{
|
||||
"create": 1,
|
||||
"delete": 1,
|
||||
"email": 1,
|
||||
"export": 1,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "Sales Manager",
|
||||
"share": 1,
|
||||
"write": 1
|
||||
},
|
||||
{
|
||||
"create": 1,
|
||||
"delete": 1,
|
||||
"email": 1,
|
||||
"export": 1,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "HR Manager",
|
||||
"share": 1,
|
||||
"write": 1
|
||||
}
|
||||
],
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"track_changes": 1
|
||||
}
|
||||
103
erpnext/payroll/doctype/sales_commission/sales_commission.py
Normal file
103
erpnext/payroll/doctype/sales_commission/sales_commission.py
Normal file
@@ -0,0 +1,103 @@
|
||||
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
import frappe
|
||||
from frappe import _
|
||||
from frappe.model.document import Document
|
||||
from frappe.utils import get_link_to_form
|
||||
|
||||
|
||||
class SalesCommission(Document):
|
||||
def validate(self):
|
||||
self.validate_from_to_dates()
|
||||
self.validate_salary_component()
|
||||
self.calculate_total_contribution_and_total_commission_amount()
|
||||
|
||||
def validate_from_to_dates(self):
|
||||
return super().validate_from_to_dates("from_date", "to_date")
|
||||
|
||||
def validate_salary_component(self):
|
||||
if self.pay_via_salary:
|
||||
if not frappe.db.get_single_value("Payroll Settings", "salary_component_for_sales_commission"):
|
||||
frappe.throw(_("Please set {0} in {1}").format(frappe.bold("Salary Component for Sales Commission"), get_link_to_form("Payroll Settings", "Payroll Settings")))
|
||||
|
||||
def calculate_total_contribution_and_total_commission_amount(self):
|
||||
total_contribution, total_commission_amount = 0,0
|
||||
for entry in self.contributions:
|
||||
total_contribution += entry.contribution_amount
|
||||
total_commission_amount += entry.commission_amount
|
||||
|
||||
if self.calculate_commission_manually:
|
||||
rate = self.commission_rate
|
||||
total_commission_amount = total_contribution * (rate / 100)
|
||||
|
||||
self.total_contribution = total_contribution
|
||||
self.total_commission_amount = total_commission_amount
|
||||
|
||||
def on_submit(self):
|
||||
if not self.employee:
|
||||
frappe.throw(_("No employee is linked to Sales Person: {0}. Please select an employee for {1} to submit this document.").format(frappe.bold(self.sales_person), get_link_to_form("Sales Person", self.sales_person)))
|
||||
if self.pay_via_salary:
|
||||
self.make_additional_salary()
|
||||
else:
|
||||
self.make_payment_entry()
|
||||
|
||||
@frappe.whitelist()
|
||||
def payout_entry(self, mode_of_payment=None):
|
||||
from erpnext.accounts.doctype.sales_invoice.sales_invoice import get_bank_cash_account
|
||||
if mode_of_payment:
|
||||
paid_from = get_bank_cash_account(mode_of_payment, self.company).get("account")
|
||||
|
||||
paid_to = frappe.db.get_value("Company", filters={"name":self.company}, fieldname=['default_payable_account'], as_dict=True)['default_payable_account']
|
||||
if not paid_to:
|
||||
frappe.throw(_("Please set Default Payable Account in {}").format(get_link_to_form("Company", self.company)))
|
||||
if self.pay_via_salary:
|
||||
self.make_additional_salary()
|
||||
else:
|
||||
self.make_payment_entry(mode_of_payment, paid_from, paid_to)
|
||||
|
||||
|
||||
def make_additional_salary(self):
|
||||
doc = frappe.new_doc("Additional Salary")
|
||||
doc.employee = self.employee
|
||||
doc.company = self.company
|
||||
doc.salary_component = frappe.db.get_single_value("Payroll Settings", "salary_component_for_sales_commission")
|
||||
doc.payroll_date = self.to_date
|
||||
doc.amount = self.total_commission_amount
|
||||
doc.ref_doctype = self.doctype
|
||||
doc.ref_docname = self.name
|
||||
|
||||
doc.submit()
|
||||
|
||||
self.db_set("reference_doctype", "Additional Salary")
|
||||
self.db_set("reference_name", doc.name)
|
||||
|
||||
def make_payment_entry(self, mode_of_payment, paid_from, paid_to):
|
||||
doc = frappe.new_doc("Payment Entry")
|
||||
doc.company = self.company
|
||||
doc.payment_type = "Pay"
|
||||
doc.mode_of_payment = mode_of_payment
|
||||
doc.party_type = "Employee"
|
||||
doc.party = self.employee
|
||||
doc.paid_from = paid_from
|
||||
doc.paid_to = paid_to
|
||||
doc.paid_amount = self.total_commission_amount
|
||||
doc.received_amount = self.total_commission_amount
|
||||
doc.source_exchange_rate = 1
|
||||
doc.target_exchange_rate = 1
|
||||
doc.set("references", [])
|
||||
self.add_references(doc)
|
||||
doc.submit()
|
||||
|
||||
self.db_set("reference_doctype", "Payment Entry")
|
||||
self.db_set("reference_name", doc.name)
|
||||
|
||||
def add_references(self, doc):
|
||||
reference = {}
|
||||
reference['reference_doctype'] = "Sales Commission"
|
||||
reference['reference_name'] = self.name
|
||||
reference['due_date'] = self.to_date
|
||||
reference['total_amount'] = self.total_commission_amount
|
||||
reference['outstanding_amount'] = self.total_commission_amount
|
||||
reference['allocated_amount'] = self.total_commission_amount
|
||||
doc.append("references", reference)
|
||||
@@ -0,0 +1,9 @@
|
||||
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# See license.txt
|
||||
|
||||
# import frappe
|
||||
import unittest
|
||||
|
||||
|
||||
class TestSalesCommission(unittest.TestCase):
|
||||
pass
|
||||
@@ -28,7 +28,7 @@
|
||||
"allow_multiple_items",
|
||||
"allow_against_multiple_purchase_orders",
|
||||
"hide_tax_id",
|
||||
"enable_discount_accounting"
|
||||
"approval_required_for_sales_commission_payout"
|
||||
],
|
||||
"fields": [
|
||||
{
|
||||
@@ -168,10 +168,9 @@
|
||||
},
|
||||
{
|
||||
"default": "0",
|
||||
"description": "If enabled, additional ledger entries will be made for discounts in a separate Discount Account",
|
||||
"fieldname": "enable_discount_accounting",
|
||||
"fieldname": "approval_required_for_sales_commission_payout",
|
||||
"fieldtype": "Check",
|
||||
"label": "Enable Discount Accounting for Selling"
|
||||
"label": "Approval Required for Sales Commission Payout"
|
||||
}
|
||||
],
|
||||
"icon": "fa fa-cog",
|
||||
@@ -179,7 +178,7 @@
|
||||
"index_web_pages_for_search": 1,
|
||||
"issingle": 1,
|
||||
"links": [],
|
||||
"modified": "2022-04-14 16:01:29.405642",
|
||||
"modified": "2022-05-14 16:01:29.405642",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Selling",
|
||||
"name": "Selling Settings",
|
||||
@@ -199,4 +198,4 @@
|
||||
"sort_order": "DESC",
|
||||
"states": [],
|
||||
"track_changes": 1
|
||||
}
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user