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feat(selling): add proforma invoice settings and tracking field
- Selling Settings: "Enable Proforma Invoice" toggle (opt-in) and a default proforma print format - Sales Order Item: non-blocking proforma_qty counter
This commit is contained in:
@@ -102,6 +102,7 @@
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"column_break_69",
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"work_order_qty",
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"delivered_qty",
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"proforma_qty",
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"produced_qty",
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"returned_qty",
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"picked_qty",
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@@ -702,6 +703,14 @@
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"read_only": 1,
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"width": "100px"
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},
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{
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"fieldname": "proforma_qty",
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"fieldtype": "Float",
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"label": "Proforma Qty",
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"no_copy": 1,
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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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"fieldname": "work_order_qty",
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"fieldtype": "Float",
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@@ -71,6 +71,7 @@ class SalesOrderItem(Document):
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price_list_rate: DF.Currency
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pricing_rules: DF.SmallText | None
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produced_qty: DF.Float
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proforma_qty: DF.Float
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production_plan_qty: DF.Float
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project: DF.Link | None
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projected_qty: DF.Float
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@@ -60,6 +60,9 @@
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"allow_delivery_of_overproduced_qty",
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"column_break_mla9",
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"deliver_secondary_items",
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"proforma_invoice_section",
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"enable_proforma_invoice",
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"default_proforma_print_format",
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"default_naming_tab",
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"transaction_naming_html"
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],
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@@ -341,6 +344,26 @@
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"fieldtype": "Check",
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"label": "Deliver secondary Items"
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},
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{
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"fieldname": "proforma_invoice_section",
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"fieldtype": "Section Break",
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"label": "Proforma Invoice"
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},
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{
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"default": "0",
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"description": "Allow issuing Proforma Invoices against a Sales Order.",
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"fieldname": "enable_proforma_invoice",
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"fieldtype": "Check",
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"label": "Enable Proforma Invoice"
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},
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{
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"depends_on": "enable_proforma_invoice",
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"description": "Default print format used when generating a Proforma Invoice PDF.",
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"fieldname": "default_proforma_print_format",
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"fieldtype": "Link",
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"label": "Default Proforma Print Format",
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"options": "Print Format"
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},
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{
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"fieldname": "customer_defaults_tab",
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"fieldtype": "Tab Break",
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@@ -41,6 +41,7 @@ class SellingSettings(Document):
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blanket_order_allowance: DF.Float
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cust_master_name: DF.Literal["Customer Name", "Naming Series", "Auto Name"]
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customer_group: DF.Link | None
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default_proforma_print_format: DF.Link | None
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deliver_secondary_items: DF.Check
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dn_required: DF.Literal["No", "Yes"]
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dont_reserve_sales_order_qty_on_sales_return: DF.Check
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@@ -48,6 +49,7 @@ class SellingSettings(Document):
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editable_price_list_rate: DF.Check
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enable_cutoff_date_on_bulk_delivery_note_creation: DF.Check
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enable_discount_accounting: DF.Check
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enable_proforma_invoice: DF.Check
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enable_tracking_sales_commissions: DF.Check
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enable_utm: DF.Check
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fallback_to_default_price_list: DF.Check
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