Merge pull request #42648 from frappe/version-14-hotfix

chore: release v14

.github/workflows/linters.yml

@@ -23,7 +23,7 @@ jobs:
         run: git clone --depth 1 https://github.com/frappe/semgrep-rules.git frappe-semgrep-rules
 
       - name: Download semgrep
-        run: pip install semgrep==0.97.0
+        run: pip install semgrep
 
       - name: Run Semgrep rules
         run: semgrep ci --config ./frappe-semgrep-rules/rules --config r/python.lang.correctness

erpnext/accounts/doctype/payment_entry/payment_entry.js

@@ -145,10 +145,27 @@ frappe.ui.form.on('Payment Entry', {
 				filters: filters
 			};
 		});
-	},
 
-	refresh: function(frm) {
-		erpnext.hide_company();
+		frm.set_query("sales_taxes_and_charges_template", function () {
+			return {
+				filters: {
+					company: frm.doc.company,
+					disabled: false,
+				},
+			};
+		});
+
+		frm.set_query("purchase_taxes_and_charges_template", function () {
+			return {
+				filters: {
+					company: frm.doc.company,
+					disabled: false,
+				},
+			};
+		});
+	},
+	refresh: function (frm) {
+		erpnext.hide_company(frm);
 		frm.events.hide_unhide_fields(frm);
 		frm.events.set_dynamic_labels(frm);
 		frm.events.show_general_ledger(frm);

erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py

@@ -343,12 +343,14 @@ def get_invoice_vouchers(parties, tax_details, company, party_type="Supplier"):
 			AND ja.party in %s
 			AND j.apply_tds = 1
 			AND j.tax_withholding_category = %s
+			AND j.company = %s
 	""",
 		(
 			tax_details.from_date,
 			tax_details.to_date,
 			tuple(parties),
 			tax_details.get("tax_withholding_category"),
+			company,
 		),
 		as_dict=1,
 	)
@@ -465,6 +467,7 @@ def get_tds_amount(ldc, parties, inv, tax_details, vouchers):
 		"unallocated_amount": (">", 0),
 		"posting_date": ["between", (tax_details.from_date, tax_details.to_date)],
 		"tax_withholding_category": tax_details.get("tax_withholding_category"),
+		"company": inv.company,
 	}
 
 	field = "sum(tax_withholding_net_total)"

erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py

@@ -109,7 +109,7 @@ def get_balance_sheet_data(fiscal_year, companies, columns, filters):
 	if total_credit:
 		data.append(total_credit)
 
-	report_summary = get_bs_summary(
+	report_summary, primitive_summary = get_bs_summary(
 		companies,
 		asset,
 		liability,
@@ -180,7 +180,7 @@ def get_profit_loss_data(fiscal_year, companies, columns, filters):
 
 	chart = get_pl_chart_data(filters, columns, income, expense, net_profit_loss)
 
-	report_summary = get_pl_summary(
+	report_summary, primitive_summary = get_pl_summary(
 		companies, "", income, expense, net_profit_loss, company_currency, filters, True
 	)
 

erpnext/accounts/report/general_ledger/general_ledger.js

@@ -199,6 +199,11 @@ frappe.query_reports["General Ledger"] = {
 			label: __("Ignore Exchange Rate Revaluation Journals"),
 			fieldtype: "Check",
 		},
+		{
+			fieldname: "ignore_cr_dr_notes",
+			label: __("Ignore System Generated Credit / Debit Notes"),
+			fieldtype: "Check",
+		},
 	],
 };
 

erpnext/accounts/report/general_ledger/general_ledger.py

@@ -234,6 +234,20 @@ def get_conditions(filters):
 		if err_journals:
 			filters.update({"voucher_no_not_in": [x[0] for x in err_journals]})
 
+	if filters.get("ignore_cr_dr_notes"):
+		system_generated_cr_dr_journals = frappe.db.get_all(
+			"Journal Entry",
+			filters={
+				"company": filters.get("company"),
+				"docstatus": 1,
+				"voucher_type": ("in", ["Credit Note", "Debit Note"]),
+				"is_system_generated": 1,
+			},
+			as_list=True,
+		)
+		if system_generated_cr_dr_journals:
+			filters.update({"voucher_no_not_in": [x[0] for x in system_generated_cr_dr_journals]})
+
 	if filters.get("voucher_no_not_in"):
 		conditions.append("voucher_no not in %(voucher_no_not_in)s")
 

erpnext/accounts/report/general_ledger/test_general_ledger.py

@@ -2,13 +2,32 @@
 # MIT License. See license.txt
 
 import frappe
+from frappe import qb
 from frappe.tests.utils import FrappeTestCase
 from frappe.utils import flt, today
 
+from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
 from erpnext.accounts.report.general_ledger.general_ledger import execute
+from erpnext.controllers.sales_and_purchase_return import make_return_doc
 
 
 class TestGeneralLedger(FrappeTestCase):
+	def setUp(self):
+		self.company = "_Test Company"
+		self.clear_old_records()
+
+	def clear_old_records(self):
+		doctype_list = [
+			"GL Entry",
+			"Payment Ledger Entry",
+			"Sales Invoice",
+			"Purchase Invoice",
+			"Payment Entry",
+			"Journal Entry",
+		]
+		for doctype in doctype_list:
+			qb.from_(qb.DocType(doctype)).delete().where(qb.DocType(doctype).company == self.company).run()
+
 	def test_foreign_account_balance_after_exchange_rate_revaluation(self):
 		"""
 		Checks the correctness of balance after exchange rate revaluation
@@ -248,3 +267,68 @@ class TestGeneralLedger(FrappeTestCase):
 			)
 		)
 		self.assertIn(revaluation_jv.name, set([x.voucher_no for x in data]))
+
+	def test_ignore_cr_dr_notes_filter(self):
+		si = create_sales_invoice()
+
+		cr_note = make_return_doc(si.doctype, si.name)
+		cr_note.submit()
+
+		pr = frappe.get_doc("Payment Reconciliation")
+		pr.company = si.company
+		pr.party_type = "Customer"
+		pr.party = si.customer
+		pr.receivable_payable_account = si.debit_to
+
+		pr.get_unreconciled_entries()
+
+		invoices = [invoice.as_dict() for invoice in pr.invoices if invoice.invoice_number == si.name]
+		payments = [payment.as_dict() for payment in pr.payments if payment.reference_name == cr_note.name]
+		pr.allocate_entries(frappe._dict({"invoices": invoices, "payments": payments}))
+		pr.reconcile()
+
+		system_generated_journal = frappe.db.get_all(
+			"Journal Entry",
+			filters={
+				"docstatus": 1,
+				"reference_type": si.doctype,
+				"reference_name": si.name,
+				"voucher_type": "Credit Note",
+				"is_system_generated": True,
+			},
+			fields=["name"],
+		)
+		self.assertEqual(len(system_generated_journal), 1)
+		expected = set([si.name, cr_note.name, system_generated_journal[0].name])
+		# Without ignore_cr_dr_notes
+		columns, data = execute(
+			frappe._dict(
+				{
+					"company": si.company,
+					"from_date": si.posting_date,
+					"to_date": si.posting_date,
+					"account": [si.debit_to],
+					"group_by": "Group by Voucher (Consolidated)",
+					"ignore_cr_dr_notes": False,
+				}
+			)
+		)
+		actual = set([x.voucher_no for x in data if x.voucher_no])
+		self.assertEqual(expected, actual)
+
+		# Without ignore_cr_dr_notes
+		expected = set([si.name, cr_note.name])
+		columns, data = execute(
+			frappe._dict(
+				{
+					"company": si.company,
+					"from_date": si.posting_date,
+					"to_date": si.posting_date,
+					"account": [si.debit_to],
+					"group_by": "Group by Voucher (Consolidated)",
+					"ignore_cr_dr_notes": True,
+				}
+			)
+		)
+		actual = set([x.voucher_no for x in data if x.voucher_no])
+		self.assertEqual(expected, actual)

erpnext/accounts/report/item_wise_purchase_register/item_wise_purchase_register.py

@@ -289,7 +289,7 @@ def get_columns(additional_table_columns, filters):
 
 
 def apply_conditions(query, pi, pii, filters):
-	for opts in ("company", "supplier", "item_code", "mode_of_payment"):
+	for opts in ("company", "supplier", "mode_of_payment"):
 		if filters.get(opts):
 			query = query.where(pi[opts] == filters[opts])
 
@@ -299,6 +299,9 @@ def apply_conditions(query, pi, pii, filters):
 	if filters.get("to_date"):
 		query = query.where(pi.posting_date <= filters.get("to_date"))
 
+	if filters.get("item_code"):
+		query = query.where(pii.item_code == filters.get("item_code"))
+
 	if filters.get("item_group"):
 		query = query.where(pii.item_group == filters.get("item_group"))
 

erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.js

@@ -54,6 +54,12 @@ frappe.query_reports["Item-wise Sales Register"] = {
 			fieldtype: "Link",
 			options: "Brand",
 		},
+		{
+			fieldname: "item_code",
+			label: __("Item"),
+			fieldtype: "Link",
+			options: "Item",
+		},
 		{
 			fieldname: "item_group",
 			label: __("Item Group"),

erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.py

@@ -342,7 +342,7 @@ def get_columns(additional_table_columns, filters):
 
 
 def apply_conditions(query, si, sii, filters, additional_conditions=None):
-	for opts in ("company", "customer", "item_code"):
+	for opts in ("company", "customer"):
 		if filters.get(opts):
 			query = query.where(si[opts] == filters[opts])
 
@@ -371,6 +371,9 @@ def apply_conditions(query, si, sii, filters, additional_conditions=None):
 	if filters.get("brand"):
 		query = query.where(sii.brand == filters.get("brand"))
 
+	if filters.get("item_code"):
+		query = query.where(sii.item_code == filters.get("item_code"))
+
 	if filters.get("item_group"):
 		query = query.where(sii.item_group == filters.get("item_group"))
 

erpnext/assets/doctype/asset/asset.py

@@ -362,11 +362,16 @@ class Asset(AccountsController):
 		final_number_of_depreciations = cint(finance_book.total_number_of_depreciations) - cint(
 			self.number_of_depreciations_booked
 		)
-		has_pro_rata = self.check_is_pro_rata(finance_book)
+		for_income_tax = 0
+		if frappe.db.has_column("Finance Book", "for_income_tax"):
+			for_income_tax = frappe.db.get_value("Finance Book", finance_book.finance_book, "for_income_tax")
+		has_pro_rata = False
+		if not for_income_tax:
+			has_pro_rata = self.check_is_pro_rata(finance_book)
 		depr_already_booked = any(
 			[d.journal_entry for d in self.get("schedules") if d.finance_book == finance_book.finance_book]
 		)
-		if has_pro_rata and not depr_already_booked:
+		if has_pro_rata and not depr_already_booked and not for_income_tax:
 			final_number_of_depreciations += 1
 
 		has_wdv_or_dd_non_yearly_pro_rata = False
@@ -517,10 +522,13 @@ class Asset(AccountsController):
 			)
 
 			# Adjust depreciation amount in the last period based on the expected value after useful life
-			if (
-				n == cint(final_number_of_depreciations) - 1
-				and flt(value_after_depreciation) != flt(finance_book.expected_value_after_useful_life)
-			) or flt(value_after_depreciation) < flt(finance_book.expected_value_after_useful_life):
+			if not for_income_tax and (
+				(
+					n == cint(final_number_of_depreciations) - 1
+					and flt(value_after_depreciation) != flt(finance_book.expected_value_after_useful_life)
+				)
+				or flt(value_after_depreciation) < flt(finance_book.expected_value_after_useful_life)
+			):
 				depreciation_amount += flt(value_after_depreciation) - flt(
 					finance_book.expected_value_after_useful_life
 				)

erpnext/buying/utils.py

@@ -14,6 +14,9 @@ from erpnext.stock.doctype.item.item import get_last_purchase_details, validate_
 def update_last_purchase_rate(doc, is_submit) -> None:
 	"""updates last_purchase_rate in item table for each item"""
 
+	if doc.get("is_internal_supplier"):
+		return
+
 	this_purchase_date = getdate(doc.get("posting_date") or doc.get("transaction_date"))
 
 	for d in doc.get("items"):

erpnext/crm/report/sales_pipeline_analytics/sales_pipeline_analytics.py

@@ -8,7 +8,7 @@ from itertools import groupby
 import frappe
 from dateutil.relativedelta import relativedelta
 from frappe import _
-from frappe.utils import cint, flt
+from frappe.utils import cint, flt, getdate
 
 from erpnext.setup.utils import get_exchange_rate
 
@@ -21,7 +21,15 @@ class SalesPipelineAnalytics:
 	def __init__(self, filters=None):
 		self.filters = frappe._dict(filters or {})
 
+	def validate_filters(self):
+		if not self.filters.from_date:
+			frappe.throw(_("From Date is mandatory"))
+
+		if not self.filters.to_date:
+			frappe.throw(_("To Date is mandatory"))
+
 	def run(self):
+		self.validate_filters()
 		self.get_columns()
 		self.get_data()
 		self.get_chart_data()
@@ -185,7 +193,7 @@ class SalesPipelineAnalytics:
 			count_or_amount = info.get(based_on)
 
 			if self.filters.get("pipeline_by") == "Owner":
-				if value == "Not Assigned" or value == "[]" or value is None:
+				if value == "Not Assigned" or value == "[]" or value is None or not value:
 					assigned_to = ["Not Assigned"]
 				else:
 					assigned_to = json.loads(value)
@@ -227,10 +235,9 @@ class SalesPipelineAnalytics:
 
 	def get_month_list(self):
 		month_list = []
-		current_date = date.today()
-		month_number = date.today().month
+		current_date = getdate(self.filters.get("from_date"))
 
-		for _month in range(month_number, 13):
+		while current_date < getdate(self.filters.get("to_date")):
 			month_list.append(current_date.strftime("%B"))
 			current_date = current_date + relativedelta(months=1)
 

erpnext/crm/report/sales_pipeline_analytics/test_sales_pipeline_analytics.py

@@ -1,19 +1,21 @@
 import unittest
 
 import frappe
+from frappe.tests.utils import FrappeTestCase
 
 from erpnext.crm.report.sales_pipeline_analytics.sales_pipeline_analytics import execute
 
 
-class TestSalesPipelineAnalytics(unittest.TestCase):
-	@classmethod
-	def setUpClass(self):
+class TestSalesPipelineAnalytics(FrappeTestCase):
+	def setUp(self):
 		frappe.db.delete("Opportunity")
 		create_company()
 		create_customer()
 		create_opportunity()
 
 	def test_sales_pipeline_analytics(self):
+		self.from_date = "2021-01-01"
+		self.to_date = "2021-12-31"
 		self.check_for_monthly_and_number()
 		self.check_for_monthly_and_amount()
 		self.check_for_quarterly_and_number()
@@ -28,6 +30,8 @@ class TestSalesPipelineAnalytics(unittest.TestCase):
 			"status": "Open",
 			"opportunity_type": "Sales",
 			"company": "Best Test",
+			"from_date": self.from_date,
+			"to_date": self.to_date,
 		}
 
 		report = execute(filters)
@@ -43,6 +47,8 @@ class TestSalesPipelineAnalytics(unittest.TestCase):
 			"status": "Open",
 			"opportunity_type": "Sales",
 			"company": "Best Test",
+			"from_date": self.from_date,
+			"to_date": self.to_date,
 		}
 
 		report = execute(filters)
@@ -59,6 +65,8 @@ class TestSalesPipelineAnalytics(unittest.TestCase):
 			"status": "Open",
 			"opportunity_type": "Sales",
 			"company": "Best Test",
+			"from_date": self.from_date,
+			"to_date": self.to_date,
 		}
 
 		report = execute(filters)
@@ -74,6 +82,8 @@ class TestSalesPipelineAnalytics(unittest.TestCase):
 			"status": "Open",
 			"opportunity_type": "Sales",
 			"company": "Best Test",
+			"from_date": self.from_date,
+			"to_date": self.to_date,
 		}
 
 		report = execute(filters)
@@ -90,6 +100,8 @@ class TestSalesPipelineAnalytics(unittest.TestCase):
 			"status": "Open",
 			"opportunity_type": "Sales",
 			"company": "Best Test",
+			"from_date": self.from_date,
+			"to_date": self.to_date,
 		}
 
 		report = execute(filters)
@@ -105,6 +117,8 @@ class TestSalesPipelineAnalytics(unittest.TestCase):
 			"status": "Open",
 			"opportunity_type": "Sales",
 			"company": "Best Test",
+			"from_date": self.from_date,
+			"to_date": self.to_date,
 		}
 
 		report = execute(filters)
@@ -121,6 +135,8 @@ class TestSalesPipelineAnalytics(unittest.TestCase):
 			"status": "Open",
 			"opportunity_type": "Sales",
 			"company": "Best Test",
+			"from_date": self.from_date,
+			"to_date": self.to_date,
 		}
 
 		report = execute(filters)
@@ -136,6 +152,8 @@ class TestSalesPipelineAnalytics(unittest.TestCase):
 			"status": "Open",
 			"opportunity_type": "Sales",
 			"company": "Best Test",
+			"from_date": self.from_date,
+			"to_date": self.to_date,
 		}
 
 		report = execute(filters)
@@ -153,8 +171,8 @@ class TestSalesPipelineAnalytics(unittest.TestCase):
 			"opportunity_type": "Sales",
 			"company": "Best Test",
 			"opportunity_source": "Cold Calling",
-			"from_date": "2021-08-01",
-			"to_date": "2021-08-31",
+			"from_date": self.from_date,
+			"to_date": self.to_date,
 		}
 
 		report = execute(filters)

erpnext/public/js/controllers/transaction.js

@@ -472,6 +472,8 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
 							quotation_to: me.frm.doc.quotation_to,
 							supplier: me.frm.doc.supplier,
 							currency: me.frm.doc.currency,
+							is_internal_supplier: me.frm.doc.is_internal_supplier,
+							is_internal_customer: me.frm.doc.is_internal_customer,
 							update_stock: update_stock,
 							conversion_rate: me.frm.doc.conversion_rate,
 							price_list: me.frm.doc.selling_price_list || me.frm.doc.buying_price_list,
@@ -1489,7 +1491,9 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
 			"update_stock": ['Sales Invoice', 'Purchase Invoice'].includes(me.frm.doc.doctype) ? cint(me.frm.doc.update_stock) : 0,
 			"conversion_factor": me.frm.doc.conversion_factor,
 			"pos_profile": me.frm.doc.doctype == 'Sales Invoice' ? me.frm.doc.pos_profile : '',
-			"coupon_code": me.frm.doc.coupon_code
+			"coupon_code": me.frm.doc.coupon_code,
+			"is_internal_supplier": me.frm.doc.is_internal_supplier,
+			"is_internal_customer": me.frm.doc.is_internal_customer,
 		};
 	}
 

erpnext/selling/page/sales_funnel/sales_funnel.js

@@ -193,6 +193,9 @@ erpnext.SalesFunnel = class SalesFunnel {
 		this.options.width = ($(this.elements.funnel_wrapper).width() * 2.0) / 3.0;
 		this.options.height = (Math.sqrt(3) * this.options.width) / 2.0;
 
+		const min_height = (this.options.height * 0.1) / this.options.data.length;
+		const height = this.options.height * 0.9;
+
 		// calculate total weightage
 		// as height decreases, area decreases by the square of the reduction
 		// hence, compensating by squaring the index value
@@ -202,7 +205,7 @@ erpnext.SalesFunnel = class SalesFunnel {
 
 		// calculate height for each data
 		$.each(this.options.data, function (i, d) {
-			d.height = (me.options.height * d.value * Math.pow(i + 1, 2)) / me.options.total_weightage;
+			d.height = (height * d.value * Math.pow(i + 1, 2)) / me.options.total_weightage + min_height;
 		});
 
 		this.elements.canvas = $("<canvas></canvas>")

erpnext/stock/get_item_details.py

@@ -855,6 +855,9 @@ def get_price_list_rate(args, item_doc, out=None):
 		if price_list_rate is None or frappe.db.get_single_value(
 			"Stock Settings", "update_existing_price_list_rate"
 		):
+			if args.get("is_internal_supplier") or args.get("is_internal_customer"):
+				return out
+
 			if args.price_list and args.rate:
 				insert_item_price(args)
 
@@ -866,7 +869,11 @@ def get_price_list_rate(args, item_doc, out=None):
 		if frappe.db.get_single_value("Buying Settings", "disable_last_purchase_rate"):
 			return out
 
-		if not out.price_list_rate and args.transaction_type == "buying":
+		if (
+			not args.get("is_internal_supplier")
+			and not out.price_list_rate
+			and args.transaction_type == "buying"
+		):
 			from erpnext.stock.doctype.item.item import get_last_purchase_details
 
 			out.update(get_last_purchase_details(item_doc.name, args.name, args.conversion_rate))

erpnext/stock/report/available_batch_report/available_batch_report.py

@@ -54,6 +54,12 @@ def get_columns(filters):
 				"width": 150,
 				"options": "Batch",
 			},
+			{
+				"label": _("Expiry Date"),
+				"fieldname": "expiry_date",
+				"fieldtype": "Date",
+				"width": 120,
+			},
 			{"label": _("Balance Qty"), "fieldname": "balance_qty", "fieldtype": "Float", "width": 150},
 		]
 	)
@@ -96,6 +102,7 @@ def get_batchwise_data_from_stock_ledger(filters):
 			table.item_code,
 			table.batch_no,
 			table.warehouse,
+			batch.expiry_date,
 			Sum(table.actual_qty).as_("balance_qty"),
 		)
 		.where(table.is_cancelled == 0)
@@ -118,10 +125,14 @@ def get_query_based_on_filters(query, batch, table, filters):
 	if filters.batch_no:
 		query = query.where(batch.name == filters.batch_no)
 
-	if not filters.include_expired_batches:
-		query = query.where((batch.expiry_date >= today()) | (batch.expiry_date.isnull()))
-		if filters.to_date == today():
-			query = query.where(batch.batch_qty > 0)
+	if filters.to_date == today():
+		if not filters.include_expired_batches:
+			query = query.where((batch.expiry_date >= today()) | (batch.expiry_date.isnull()))
+
+		query = query.where(batch.batch_qty > 0)
+
+	else:
+		query = query.where(table.posting_date <= filters.to_date)
 
 	if filters.warehouse:
 		lft, rgt = frappe.db.get_value("Warehouse", filters.warehouse, ["lft", "rgt"])