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refactor(quotation): move mapping functions to mapper.py
This commit is contained in:
Nabin Hait
280
erpnext/selling/doctype/quotation/mapper.py
Normal file
280
erpnext/selling/doctype/quotation/mapper.py
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@@ -0,0 +1,280 @@
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# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
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# License: GNU General Public License v3. See license.txt
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import json
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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.model.mapper import get_mapped_doc
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from frappe.utils import cint, flt, getdate, nowdate
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@frappe.whitelist()
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def make_sales_order(
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source_name: str, target_doc: str | Document | None = None, args: str | dict | None = None
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):
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if not frappe.db.get_singles_value(
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"Selling Settings", "allow_sales_order_creation_for_expired_quotation"
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):
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quotation = frappe.db.get_value(
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"Quotation", source_name, ["transaction_date", "valid_till"], as_dict=1
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)
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if quotation.valid_till and (
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quotation.valid_till < quotation.transaction_date or quotation.valid_till < getdate(nowdate())
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):
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frappe.throw(_("Validity period of this quotation has ended."))
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return _make_sales_order(source_name, target_doc, args=args)
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def _make_sales_order(source_name, target_doc=None, ignore_permissions=False, args=None):
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if args is None:
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args = {}
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if isinstance(args, str):
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args = json.loads(args)
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customer = _make_customer(source_name, ignore_permissions)
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ordered_items = get_ordered_items(source_name)
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selected_rows = [x.get("name") for x in frappe.flags.get("args", {}).get("selected_items", [])]
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# 0 qty is accepted, as the qty uncertain for some items
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has_unit_price_items = frappe.db.get_value("Quotation", source_name, "has_unit_price_items")
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def is_unit_price_row(source) -> bool:
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return has_unit_price_items and source.qty == 0
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def set_missing_values(source, target):
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if customer:
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target.customer = customer.name
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target.customer_name = customer.customer_name
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# sales team
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if not target.get("sales_team"):
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for d in customer.get("sales_team") or []:
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target.append(
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"sales_team",
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{
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"sales_person": d.sales_person,
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"allocated_percentage": d.allocated_percentage or None,
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"commission_rate": d.commission_rate,
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},
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)
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if source.referral_sales_partner:
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target.sales_partner = source.referral_sales_partner
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target.commission_rate = frappe.get_value(
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"Sales Partner", source.referral_sales_partner, "commission_rate"
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)
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target.flags.ignore_permissions = ignore_permissions
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target.run_method("set_missing_values")
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target.run_method("calculate_taxes_and_totals")
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def update_item(obj, target, source_parent):
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balance_stock_qty = obj.stock_qty - ordered_items.get(obj.name, 0.0)
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target.stock_qty = balance_stock_qty if balance_stock_qty > 0 else 0
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target.qty = flt(target.stock_qty) / flt(obj.conversion_factor)
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if obj.against_blanket_order:
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target.against_blanket_order = obj.against_blanket_order
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target.blanket_order = obj.blanket_order
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target.blanket_order_rate = obj.blanket_order_rate
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def can_map_row(item) -> bool:
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"""
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Row mapping from Quotation to Sales order:
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1. If no selections, map all non-alternative rows (that sum up to the grand total)
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2. If selections: Is Alternative Item/Has Alternative Item: Map if selected and adequate qty
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3. If no selections: Simple row: Map if adequate qty
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"""
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if not ((item.stock_qty > ordered_items.get(item.name, 0.0)) or is_unit_price_row(item)):
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return False
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if not selected_rows:
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return not item.is_alternative
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if selected_rows and (item.is_alternative or item.has_alternative_item):
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return item.name in selected_rows
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# Simple row
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return True
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def select_item(d):
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filtered_items = args.get("filtered_children", [])
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child_filter = d.name in filtered_items if filtered_items else True
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return child_filter
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automatically_fetch_payment_terms = cint(
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frappe.get_single_value("Accounts Settings", "automatically_fetch_payment_terms")
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)
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doclist = get_mapped_doc(
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"Quotation",
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source_name,
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{
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"Quotation": {
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"doctype": "Sales Order",
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"validation": {"docstatus": ["=", 1]},
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"field_no_map": ["payment_terms_template"],
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},
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"Quotation Item": {
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"doctype": "Sales Order Item",
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"field_map": {"parent": "prevdoc_docname", "name": "quotation_item"},
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"postprocess": update_item,
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"condition": lambda d: can_map_row(d) and select_item(d),
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},
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"Sales Taxes and Charges": {"doctype": "Sales Taxes and Charges", "reset_value": True},
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"Sales Team": {"doctype": "Sales Team", "add_if_empty": True},
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},
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target_doc,
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set_missing_values,
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ignore_permissions=ignore_permissions,
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)
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if automatically_fetch_payment_terms:
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from erpnext.accounts.services.payment_schedule import PaymentScheduleService
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PaymentScheduleService(doclist).set_payment_schedule()
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return doclist
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@frappe.whitelist()
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def make_sales_invoice(
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source_name: str, target_doc: str | Document | None = None, args: str | dict | None = None
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):
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return _make_sales_invoice(source_name, target_doc, args=args)
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def _make_sales_invoice(source_name, target_doc=None, ignore_permissions=False, args=None):
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if args is None:
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args = {}
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if isinstance(args, str):
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args = json.loads(args)
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customer = _make_customer(source_name, ignore_permissions)
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def set_missing_values(source, target):
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if customer:
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target.customer = customer.name
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target.customer_name = customer.customer_name
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target.flags.ignore_permissions = ignore_permissions
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target.run_method("set_missing_values")
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target.run_method("calculate_taxes_and_totals")
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def update_item(obj, target, source_parent):
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target.cost_center = None
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target.stock_qty = flt(obj.qty) * flt(obj.conversion_factor)
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def select_item(d):
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filtered_items = args.get("filtered_children", [])
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child_filter = d.name in filtered_items if filtered_items else True
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return child_filter
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doclist = get_mapped_doc(
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"Quotation",
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source_name,
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{
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"Quotation": {"doctype": "Sales Invoice", "validation": {"docstatus": ["=", 1]}},
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"Quotation Item": {
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"doctype": "Sales Invoice Item",
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"postprocess": update_item,
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"condition": lambda row: not row.is_alternative and select_item(row),
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},
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"Sales Taxes and Charges": {"doctype": "Sales Taxes and Charges", "reset_value": True},
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"Sales Team": {"doctype": "Sales Team", "add_if_empty": True},
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},
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target_doc,
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set_missing_values,
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ignore_permissions=ignore_permissions,
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)
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return doclist
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def _make_customer(source_name, ignore_permissions=False):
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quotation = frappe.db.get_value(
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"Quotation",
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source_name,
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["order_type", "quotation_to", "party_name", "customer_name"],
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as_dict=1,
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)
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if quotation.quotation_to == "Customer":
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return frappe.get_doc("Customer", quotation.party_name)
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elif quotation.quotation_to == "CRM Deal":
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customer_name = frappe.get_value("Customer", {"crm_deal": quotation.party_name})
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if customer_name:
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return frappe.get_doc("Customer", customer_name)
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# Check if a Customer already exists for the Lead or Prospect.
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existing_customer = None
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if quotation.quotation_to == "Lead":
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existing_customer = frappe.db.get_value("Customer", {"lead_name": quotation.party_name})
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elif quotation.quotation_to == "Prospect":
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existing_customer = frappe.db.get_value("Customer", {"prospect_name": quotation.party_name})
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if existing_customer:
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return frappe.get_doc("Customer", existing_customer)
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# If no Customer exists, create a new Customer or Prospect.
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if quotation.quotation_to == "Lead":
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return create_customer_from_lead(quotation.party_name, ignore_permissions=ignore_permissions)
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elif quotation.quotation_to == "Prospect":
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return create_customer_from_prospect(quotation.party_name, ignore_permissions=ignore_permissions)
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return None
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def create_customer_from_lead(lead_name, ignore_permissions=False):
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from erpnext.crm.doctype.lead.lead import _make_customer
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customer = _make_customer(lead_name, ignore_permissions=ignore_permissions)
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customer.flags.ignore_permissions = ignore_permissions
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try:
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customer.insert()
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return customer
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except frappe.MandatoryError as e:
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handle_mandatory_error(e, customer, lead_name)
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def create_customer_from_prospect(prospect_name, ignore_permissions=False):
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from erpnext.crm.doctype.prospect.prospect import make_customer as make_customer_from_prospect
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customer = make_customer_from_prospect(prospect_name)
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customer.flags.ignore_permissions = ignore_permissions
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try:
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customer.insert()
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return customer
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except frappe.MandatoryError as e:
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handle_mandatory_error(e, customer, prospect_name)
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def handle_mandatory_error(e, customer, lead_name):
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from frappe.utils import get_link_to_form
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mandatory_fields = e.args[0].split(":")[1].split(",")
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mandatory_fields = [_(customer.meta.get_label(field.strip())) for field in mandatory_fields]
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frappe.local.message_log = []
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message = _("Could not auto create Customer due to the following missing mandatory field(s):") + "<br>"
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message += "<br><ul><li>" + "</li><li>".join(mandatory_fields) + "</li></ul>"
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message += _("Please create Customer from Lead {0}.").format(get_link_to_form("Lead", lead_name))
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frappe.throw(message, title=_("Mandatory Missing"))
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def get_ordered_items(quotation: str) -> frappe._dict:
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return frappe._dict(
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frappe.get_all(
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"Quotation Item",
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{"docstatus": 1, "parent": quotation, "ordered_qty": (">", 0)},
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["name", "ordered_qty"],
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as_list=True,
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)
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)
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@@ -2,16 +2,22 @@
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# License: GNU General Public License v3. See license.txt
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import json
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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.model.mapper import get_mapped_doc
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from frappe.utils import cint, flt, getdate, nowdate
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from frappe.utils import getdate, nowdate
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from erpnext.controllers.selling_controller import SellingController
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from .mapper import (
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_make_sales_order,
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create_customer_from_lead,
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create_customer_from_prospect,
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get_ordered_items,
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make_sales_invoice,
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make_sales_order,
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)
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form_grid_templates = {"items": "templates/form_grid/item_grid.html"}
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@@ -356,137 +362,6 @@ def get_list_context(context=None):
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return list_context
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@frappe.whitelist()
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def make_sales_order(
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source_name: str, target_doc: str | Document | None = None, args: str | dict | None = None
|
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):
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if not frappe.db.get_singles_value(
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"Selling Settings", "allow_sales_order_creation_for_expired_quotation"
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):
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quotation = frappe.db.get_value(
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"Quotation", source_name, ["transaction_date", "valid_till"], as_dict=1
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)
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if quotation.valid_till and (
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quotation.valid_till < quotation.transaction_date or quotation.valid_till < getdate(nowdate())
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):
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frappe.throw(_("Validity period of this quotation has ended."))
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return _make_sales_order(source_name, target_doc, args=args)
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def _make_sales_order(source_name, target_doc=None, ignore_permissions=False, args=None):
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if args is None:
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args = {}
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if isinstance(args, str):
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args = json.loads(args)
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customer = _make_customer(source_name, ignore_permissions)
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ordered_items = get_ordered_items(source_name)
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selected_rows = [x.get("name") for x in frappe.flags.get("args", {}).get("selected_items", [])]
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# 0 qty is accepted, as the qty uncertain for some items
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has_unit_price_items = frappe.db.get_value("Quotation", source_name, "has_unit_price_items")
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def is_unit_price_row(source) -> bool:
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return has_unit_price_items and source.qty == 0
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def set_missing_values(source, target):
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if customer:
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target.customer = customer.name
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target.customer_name = customer.customer_name
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# sales team
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if not target.get("sales_team"):
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for d in customer.get("sales_team") or []:
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target.append(
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"sales_team",
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{
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"sales_person": d.sales_person,
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"allocated_percentage": d.allocated_percentage or None,
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"commission_rate": d.commission_rate,
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},
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)
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if source.referral_sales_partner:
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target.sales_partner = source.referral_sales_partner
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target.commission_rate = frappe.get_value(
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"Sales Partner", source.referral_sales_partner, "commission_rate"
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)
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target.flags.ignore_permissions = ignore_permissions
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target.run_method("set_missing_values")
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target.run_method("calculate_taxes_and_totals")
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def update_item(obj, target, source_parent):
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balance_stock_qty = obj.stock_qty - ordered_items.get(obj.name, 0.0)
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target.stock_qty = balance_stock_qty if balance_stock_qty > 0 else 0
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target.qty = flt(target.stock_qty) / flt(obj.conversion_factor)
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if obj.against_blanket_order:
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target.against_blanket_order = obj.against_blanket_order
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target.blanket_order = obj.blanket_order
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target.blanket_order_rate = obj.blanket_order_rate
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def can_map_row(item) -> bool:
|
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"""
|
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Row mapping from Quotation to Sales order:
|
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1. If no selections, map all non-alternative rows (that sum up to the grand total)
|
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2. If selections: Is Alternative Item/Has Alternative Item: Map if selected and adequate qty
|
||||
3. If no selections: Simple row: Map if adequate qty
|
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"""
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if not ((item.stock_qty > ordered_items.get(item.name, 0.0)) or is_unit_price_row(item)):
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return False
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if not selected_rows:
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return not item.is_alternative
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if selected_rows and (item.is_alternative or item.has_alternative_item):
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return item.name in selected_rows
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# Simple row
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return True
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def select_item(d):
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filtered_items = args.get("filtered_children", [])
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child_filter = d.name in filtered_items if filtered_items else True
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return child_filter
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automatically_fetch_payment_terms = cint(
|
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frappe.get_single_value("Accounts Settings", "automatically_fetch_payment_terms")
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)
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|
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doclist = get_mapped_doc(
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"Quotation",
|
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source_name,
|
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{
|
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"Quotation": {
|
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"doctype": "Sales Order",
|
||||
"validation": {"docstatus": ["=", 1]},
|
||||
"field_no_map": ["payment_terms_template"],
|
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},
|
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"Quotation Item": {
|
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"doctype": "Sales Order Item",
|
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"field_map": {"parent": "prevdoc_docname", "name": "quotation_item"},
|
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"postprocess": update_item,
|
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"condition": lambda d: can_map_row(d) and select_item(d),
|
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},
|
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"Sales Taxes and Charges": {"doctype": "Sales Taxes and Charges", "reset_value": True},
|
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"Sales Team": {"doctype": "Sales Team", "add_if_empty": True},
|
||||
},
|
||||
target_doc,
|
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set_missing_values,
|
||||
ignore_permissions=ignore_permissions,
|
||||
)
|
||||
|
||||
if automatically_fetch_payment_terms:
|
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from erpnext.accounts.services.payment_schedule import PaymentScheduleService
|
||||
|
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PaymentScheduleService(doclist).set_payment_schedule()
|
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|
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return doclist
|
||||
|
||||
|
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def set_expired_status():
|
||||
# filter out submitted non expired quotations whose validity has been ended
|
||||
cond = "`tabQuotation`.docstatus = 1 and `tabQuotation`.status NOT IN ('Expired', 'Lost') and `tabQuotation`.valid_till < %s"
|
||||
@@ -507,142 +382,3 @@ def set_expired_status():
|
||||
},
|
||||
(nowdate()),
|
||||
)
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def make_sales_invoice(
|
||||
source_name: str, target_doc: str | Document | None = None, args: str | dict | None = None
|
||||
):
|
||||
return _make_sales_invoice(source_name, target_doc, args=args)
|
||||
|
||||
|
||||
def _make_sales_invoice(source_name, target_doc=None, ignore_permissions=False, args=None):
|
||||
if args is None:
|
||||
args = {}
|
||||
if isinstance(args, str):
|
||||
args = json.loads(args)
|
||||
|
||||
customer = _make_customer(source_name, ignore_permissions)
|
||||
|
||||
def set_missing_values(source, target):
|
||||
if customer:
|
||||
target.customer = customer.name
|
||||
target.customer_name = customer.customer_name
|
||||
|
||||
target.flags.ignore_permissions = ignore_permissions
|
||||
target.run_method("set_missing_values")
|
||||
target.run_method("calculate_taxes_and_totals")
|
||||
|
||||
def update_item(obj, target, source_parent):
|
||||
target.cost_center = None
|
||||
target.stock_qty = flt(obj.qty) * flt(obj.conversion_factor)
|
||||
|
||||
def select_item(d):
|
||||
filtered_items = args.get("filtered_children", [])
|
||||
child_filter = d.name in filtered_items if filtered_items else True
|
||||
return child_filter
|
||||
|
||||
doclist = get_mapped_doc(
|
||||
"Quotation",
|
||||
source_name,
|
||||
{
|
||||
"Quotation": {"doctype": "Sales Invoice", "validation": {"docstatus": ["=", 1]}},
|
||||
"Quotation Item": {
|
||||
"doctype": "Sales Invoice Item",
|
||||
"postprocess": update_item,
|
||||
"condition": lambda row: not row.is_alternative and select_item(row),
|
||||
},
|
||||
"Sales Taxes and Charges": {"doctype": "Sales Taxes and Charges", "reset_value": True},
|
||||
"Sales Team": {"doctype": "Sales Team", "add_if_empty": True},
|
||||
},
|
||||
target_doc,
|
||||
set_missing_values,
|
||||
ignore_permissions=ignore_permissions,
|
||||
)
|
||||
|
||||
return doclist
|
||||
|
||||
|
||||
def _make_customer(source_name, ignore_permissions=False):
|
||||
quotation = frappe.db.get_value(
|
||||
"Quotation",
|
||||
source_name,
|
||||
["order_type", "quotation_to", "party_name", "customer_name"],
|
||||
as_dict=1,
|
||||
)
|
||||
|
||||
if quotation.quotation_to == "Customer":
|
||||
return frappe.get_doc("Customer", quotation.party_name)
|
||||
elif quotation.quotation_to == "CRM Deal":
|
||||
customer_name = frappe.get_value("Customer", {"crm_deal": quotation.party_name})
|
||||
if customer_name:
|
||||
return frappe.get_doc("Customer", customer_name)
|
||||
|
||||
# Check if a Customer already exists for the Lead or Prospect.
|
||||
existing_customer = None
|
||||
if quotation.quotation_to == "Lead":
|
||||
existing_customer = frappe.db.get_value("Customer", {"lead_name": quotation.party_name})
|
||||
elif quotation.quotation_to == "Prospect":
|
||||
existing_customer = frappe.db.get_value("Customer", {"prospect_name": quotation.party_name})
|
||||
|
||||
if existing_customer:
|
||||
return frappe.get_doc("Customer", existing_customer)
|
||||
|
||||
# If no Customer exists, create a new Customer or Prospect.
|
||||
if quotation.quotation_to == "Lead":
|
||||
return create_customer_from_lead(quotation.party_name, ignore_permissions=ignore_permissions)
|
||||
elif quotation.quotation_to == "Prospect":
|
||||
return create_customer_from_prospect(quotation.party_name, ignore_permissions=ignore_permissions)
|
||||
|
||||
return None
|
||||
|
||||
|
||||
def create_customer_from_lead(lead_name, ignore_permissions=False):
|
||||
from erpnext.crm.doctype.lead.lead import _make_customer
|
||||
|
||||
customer = _make_customer(lead_name, ignore_permissions=ignore_permissions)
|
||||
customer.flags.ignore_permissions = ignore_permissions
|
||||
|
||||
try:
|
||||
customer.insert()
|
||||
return customer
|
||||
except frappe.MandatoryError as e:
|
||||
handle_mandatory_error(e, customer, lead_name)
|
||||
|
||||
|
||||
def create_customer_from_prospect(prospect_name, ignore_permissions=False):
|
||||
from erpnext.crm.doctype.prospect.prospect import make_customer as make_customer_from_prospect
|
||||
|
||||
customer = make_customer_from_prospect(prospect_name)
|
||||
customer.flags.ignore_permissions = ignore_permissions
|
||||
|
||||
try:
|
||||
customer.insert()
|
||||
return customer
|
||||
except frappe.MandatoryError as e:
|
||||
handle_mandatory_error(e, customer, prospect_name)
|
||||
|
||||
|
||||
def handle_mandatory_error(e, customer, lead_name):
|
||||
from frappe.utils import get_link_to_form
|
||||
|
||||
mandatory_fields = e.args[0].split(":")[1].split(",")
|
||||
mandatory_fields = [_(customer.meta.get_label(field.strip())) for field in mandatory_fields]
|
||||
|
||||
frappe.local.message_log = []
|
||||
message = _("Could not auto create Customer due to the following missing mandatory field(s):") + "<br>"
|
||||
message += "<br><ul><li>" + "</li><li>".join(mandatory_fields) + "</li></ul>"
|
||||
message += _("Please create Customer from Lead {0}.").format(get_link_to_form("Lead", lead_name))
|
||||
|
||||
frappe.throw(message, title=_("Mandatory Missing"))
|
||||
|
||||
|
||||
def get_ordered_items(quotation: str):
|
||||
return frappe._dict(
|
||||
frappe.get_all(
|
||||
"Quotation Item",
|
||||
{"docstatus": 1, "parent": quotation, "ordered_qty": (">", 0)},
|
||||
["name", "ordered_qty"],
|
||||
as_list=True,
|
||||
)
|
||||
)
|
||||
|
||||
Reference in New Issue
Block a user