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30 Commits

Author SHA1 Message Date
mergify[bot]
5f6952b15c fix: restrict jinja globals in process statement of accounts templates (backport #56458) (#57232)
fix: restrict jinja globals in process statement of accounts templates

(cherry picked from commit ecb6d48ec0)

Co-authored-by: Shllokkk <shllokosan23@gmail.com>
2026-07-17 08:20:41 +00:00
mergify[bot]
3948951904 fix: added missing validations for Dunning Type (backport #57224) (#57227)
* fix: added missing validations for `Dunning Type`

(cherry picked from commit c8e7674d63)

* test: added tests for `Dunning Type` validation

(cherry picked from commit 2325068b19)

# Conflicts:
#	erpnext/accounts/doctype/dunning_type/test_dunning_type.py

* chore: resolve conflict

---------

Co-authored-by: diptanilsaha <diptanil@frappe.io>
2026-07-17 06:57:37 +00:00
Shllokkk
915562c7a8 Merge pull request #57219 from frappe/mergify/bp/version-16-hotfix/pr-57198
fix: strip account number when building account name in COA importer (backport #57198)
2026-07-17 11:39:00 +05:30
Mihir Kandoi
dfd05caeb0 Merge pull request #57017 from frappe/mergify/bp/version-16-hotfix/pr-56693
fix(stock): correct stock ageing value for moving average and lifo items (backport #56693)
2026-07-17 07:49:09 +05:30
MochaMind
827831a247 fix: sync translations from crowdin (#57187) 2026-07-16 18:00:39 +02:00
Shllokkk
e1ebfa7163 fix: strip account number when building account name in COA importer
(cherry picked from commit cbe406ee2a)
2026-07-16 15:21:50 +00:00
mergify[bot]
c055de2da6 refactor(dunning): converted get_dunning_letter_text to doc method and restrict_globals on render_template (backport #57205) (#57214)
Co-authored-by: Diptanil Saha <diptanil@frappe.io>
2026-07-16 11:33:41 +00:00
Mihir Kandoi
c5d94d5fc3 Merge pull request #57211 from frappe/mergify/bp/version-16-hotfix/pr-57179
feat(stock): automatically link portal users to their associated contact profiles for customers and suppliers (backport #57179)
2026-07-16 16:29:56 +05:30
Afsal Syed
74451366c2 test(stock): add portal user contact link verification for customer and supplier
(cherry picked from commit 9ae2069bd9)
2026-07-16 15:46:06 +05:30
Afsal Syed
134d63de78 feat(stock): automatically link portal users to their associated contact profiles for customers and suppliers
(cherry picked from commit 337a06dfb6)
2026-07-16 15:44:45 +05:30
Mihir Kandoi
8946fc41a2 Merge pull request #57208 from mihir-kandoi/fix-production-plan-min-order-qty-v16
fix: consider min order qty in the purchase/transfer flow of production plan (backport #57204)
2026-07-16 13:46:23 +05:30
Mihir Kandoi
cbd4f93f3d fix: consider min order qty in the purchase/transfer flow of production plan (backport #57204)
The transfer flow ignored Consider Minimum Order Qty twice: the JS
handler force-reset the checkbox before fetching items, and the
purchase remainder left after allocating transfers from other
warehouses was never raised to min_order_qty (the check runs on the
total requirement before the split).

Drop the JS reset and apply min order qty to the purchase remainder,
in stock UOM before the purchase UOM conversion.
2026-07-16 13:36:04 +05:30
mergify[bot]
0817d1064c fix: permission issue (backport #57112) (backport #57142) (#57184)
* fix: permission issue (backport #57112) (#57142)

* fix: permission issue (#57112)

(cherry picked from commit 1fd2faa68d)

# Conflicts:
#	erpnext/controllers/stock_controller.py

* chore: fix conflicts

---------

Co-authored-by: rohitwaghchaure <rohitw1991@gmail.com>
(cherry picked from commit 6b23b007a4)

# Conflicts:
#	erpnext/controllers/stock_controller.py

* chore: fix conflicts

* chore: fix conflicts

---------

Co-authored-by: mergify[bot] <37929162+mergify[bot]@users.noreply.github.com>
Co-authored-by: rohitwaghchaure <rohitw1991@gmail.com>
2026-07-15 15:05:17 +05:30
mergify[bot]
b1adec7e9e fix(project): improved access control for project users (backport #56675) (#57181)
Co-authored-by: Diptanil Saha <diptanil@frappe.io>
2026-07-15 14:19:07 +05:30
mergify[bot]
caea21208e Revert "chore: remove unused whitelisted method from project" (backport #56660) (#57178)
Co-authored-by: Diptanil Saha <diptanil@frappe.io>
2026-07-15 07:09:36 +00:00
Mihir Kandoi
2808b34d42 Merge pull request #57170 from mihir-kandoi/backport-57169-version-16-hotfix
fix: allow delivery when a batch is reserved across multiple sales orders (backport #57169)
2026-07-15 12:31:39 +05:30
Mihir Kandoi
7ccb2584c4 test: set delivered batch on the row explicitly on v16
The v16 reserved-stock mapper attaches neither a bundle nor row
serial/batch fields when use_serial_batch_fields is enabled, and
update_stock_reservation_entries crashes on the missing bundle (fixed
on develop by 9c5f9218b5, not backported). Deliver via an explicit row
batch_no like the guard test so the bundle is built from row fields
before the reservation update runs.
2026-07-15 12:19:21 +05:30
Mihir Kandoi
f3e1b3fca7 fix: round outstanding qty guard consistently with the conflict gate 2026-07-15 12:00:02 +05:30
Mihir Kandoi
555c607f2f fix: exclude fully-delivered reservations from the conflict message 2026-07-15 12:00:02 +05:30
Mihir Kandoi
7cd7e4ab0f test: deliver reserved batches via bundles on v16
use_serial_batch_fields delivery of reserved stock crashes on v16 with
'Serial and Batch Bundle None not found' (fixed on develop only), so
deliver through auto-created bundles like test_auto_reserve_serial_and_batch.
2026-07-15 12:00:02 +05:30
Mihir Kandoi
839fd5e3b6 fix: name every conflicting voucher in the reserved batch error 2026-07-15 12:00:02 +05:30
Mihir Kandoi
56bbca0203 fix: allow delivery when a batch is reserved across multiple sales orders (backport #57169)
validate_reserved_batches compared the voucher's own qty against the
remaining batch qty, so delivering one order's reserved unit threw
Reserved Batch Conflict whenever the remainder exactly matched another
order's reservation. Compare the remaining batch qty against the
aggregated outstanding reserved qty (qty - delivered_qty) of other
vouchers instead, excluding reservations the voucher itself delivers.
2026-07-15 12:00:02 +05:30
Mihir Kandoi
478719b828 Merge pull request #57173 from frappe/mergify/bp/version-16-hotfix/pr-57137
feat: add on hold status to project (backport #57137)
2026-07-15 11:29:14 +05:30
Poovitha Palanivelu
57a49ce168 feat: add on hold status to project
(cherry picked from commit 672fadaa78)
2026-07-15 05:47:16 +00:00
Mihir Kandoi
6d47c51c5b Merge pull request #57166 from frappe/mergify/bp/version-16-hotfix/pr-57163
fix: hide job card field in purchase order item (backport #57163)
2026-07-15 11:03:06 +05:30
Mihir Kandoi
6ab1668b37 Merge pull request #57168 from frappe/mergify/bp/version-16-hotfix/pr-57164
fix: set correct currency in supplier quotation net rate field (backport #57164)
2026-07-15 10:58:18 +05:30
Mihir Kandoi
b256c76c3b chore: resolve conflicts 2026-07-15 10:48:51 +05:30
Mihir Kandoi
e24ef847dc fix: set correct currency in supplier quotation net rate field
(cherry picked from commit 27672851cd)
2026-07-15 05:17:11 +00:00
Mihir Kandoi
20f6ac81b9 fix: hide job card field in purchase order item
(cherry picked from commit f44bcae47d)

# Conflicts:
#	erpnext/buying/doctype/purchase_order_item/purchase_order_item.json
2026-07-15 05:13:39 +00:00
Sudharsanan Ashok
02549ef8c4 fix(stock): correct stock ageing value for moving average and lifo items (#56693)
* fix(stock): recompute moving average item slots

* test(stock): add test to validate the stock value of moving average items

* fix(stock): support lifo valuation in stock ageing report

lifo items were aged as fifo (oldest consumed first), so the report kept the
newest lots on hand and reported the wrong stock value and average age. prefetch
each item's valuation method (it can't be resolved mid-stream without breaking the
unbuffered cursor) and consume from the tail for lifo items. also reuse that shared
lookup in the moving average revaluation pass. scoped to plain items; batch, serial
and same-voucher repack legs stay on fifo.

* test(stock): add test for lifo consumption in stock ageing report

(cherry picked from commit 9cb6610b9e)

# Conflicts:
#	erpnext/stock/report/stock_ageing/stock_ageing.py
2026-07-10 15:40:37 +05:30
61 changed files with 56481 additions and 43021 deletions

View File

@@ -218,6 +218,7 @@ def build_forest(data):
for row in data:
account_name, parent_account, account_number, parent_account_number = row[0:4]
if account_number:
account_number = cstr(account_number).strip()
account_name = f"{account_number} - {account_name}"
if parent_account_number:
parent_account_number = cstr(parent_account_number).strip()

View File

@@ -169,23 +169,10 @@ frappe.ui.form.on("Dunning", {
},
get_dunning_letter_text: function (frm) {
if (frm.doc.dunning_type) {
frappe.call({
method: "erpnext.accounts.doctype.dunning.dunning.get_dunning_letter_text",
args: {
dunning_type: frm.doc.dunning_type,
language: frm.doc.language,
doc: frm.doc,
},
callback: function (r) {
if (r.message) {
frm.set_value("body_text", r.message.body_text);
frm.set_value("closing_text", r.message.closing_text);
frm.set_value("language", r.message.language);
} else {
frm.set_value("body_text", "");
frm.set_value("closing_text", "");
}
},
frm.call("get_dunning_letter_text").then((r) => {
if (!r.exc) {
frm.refresh_fields();
}
});
}
},

View File

@@ -163,6 +163,46 @@ class Dunning(AccountsController):
"Serial and Batch Bundle",
]
@frappe.whitelist()
def get_dunning_letter_text(self):
DOCTYPE = "Dunning Letter Text"
FIELDS = ["body_text", "closing_text", "language"]
if not self.dunning_type:
return
filters = {"parent": self.dunning_type, "is_default_language": 1}
if self.language:
filters.pop("is_default_language")
filters["language"] = self.language
letter_text = frappe.db.get_value(DOCTYPE, filters, FIELDS, as_dict=True)
if not letter_text:
msg = (
_("Dunning Letter for Dunning Type {0} in language '{1}' not found.").format(
frappe.bold(self.dunning_type), frappe.bold(self.language)
)
if self.language
else _("Dunning Letter for Dunning Type {0} not found.").format(
frappe.bold(self.dunning_type)
)
)
frappe.msgprint(msg, alert=True, indicator="yellow")
self.body_text = (
frappe.render_template(letter_text.body_text, self.as_dict(), restrict_globals=True)
if letter_text
else None
)
self.closing_text = (
frappe.render_template(letter_text.closing_text, self.as_dict(), restrict_globals=True)
if letter_text
else None
)
self.language = letter_text.language if letter_text else self.language
def update_linked_dunnings(doc, previous_outstanding_amount):
if (
@@ -241,35 +281,3 @@ def get_linked_dunnings_as_per_state(sales_invoice, state):
& (overdue_payment.sales_invoice == sales_invoice)
)
).run(as_dict=True)
@frappe.whitelist()
def get_dunning_letter_text(dunning_type: str, doc: str | dict, language: str | None = None) -> dict:
DOCTYPE = "Dunning Letter Text"
FIELDS = ["body_text", "closing_text", "language"]
if isinstance(doc, str):
doc = json.loads(doc)
if not language:
language = doc.get("language")
letter_text = None
if language:
letter_text = frappe.db.get_value(
DOCTYPE, {"parent": dunning_type, "language": language}, FIELDS, as_dict=1
)
if not letter_text:
letter_text = frappe.db.get_value(
DOCTYPE, {"parent": dunning_type, "is_default_language": 1}, FIELDS, as_dict=1
)
if not letter_text:
return {}
return {
"body_text": frappe.render_template(letter_text.body_text, doc),
"closing_text": frappe.render_template(letter_text.closing_text, doc),
"language": letter_text.language,
}

View File

@@ -3,7 +3,10 @@
import frappe
from frappe import _
from frappe.model.document import Document
from frappe.utils import comma_and
from frappe.utils.jinja import validate_template
class DunningType(Document):
@@ -30,3 +33,134 @@ class DunningType(Document):
def autoname(self):
company_abbr = frappe.get_value("Company", self.company, "abbr")
self.name = f"{self.dunning_type} - {company_abbr}"
def validate(self):
self.validate_dunning_letter_text()
self.validate_income_account()
self.validate_cost_center()
self.set_default_dunning_type()
def validate_dunning_letter_text(self):
self.validate_languages()
self.validate_is_default_language()
self.validate_dunning_letter_text_templates()
def validate_income_account(self):
if not self.income_account:
return
account = frappe.get_cached_doc("Account", self.income_account)
msg = []
if account.company != self.company:
msg.append(
_(
"{0} doesn't belong to Company {1}. Please select an Income Account that belongs to Company {1}."
).format(frappe.bold(self.income_account), frappe.bold(self.company))
)
if account.disabled:
msg.append(
_("{0} is disabled. Please select a valid Income Account.").format(
frappe.bold(self.income_account)
)
)
if account.root_type != "Income":
msg.append(
_("{0} is not an Income Account. Please select a valid Income Account.").format(
frappe.bold(self.income_account)
)
)
if account.is_group:
msg.append(
_("{0} is a group account. Please select a non-group Income Account.").format(
frappe.bold(self.income_account)
)
)
if msg:
frappe.msgprint(
msg,
title=_("Income Account Validation Error"),
as_list=True,
raise_exception=frappe.ValidationError,
)
def validate_cost_center(self):
if not self.cost_center:
return
cost_center = frappe.get_cached_doc("Cost Center", self.cost_center)
msg = []
if cost_center.company != self.company:
msg.append(
_(
"{0} doesn't belong to Company {1}. Please select a Cost Center that belongs to Company {1}."
).format(frappe.bold(self.cost_center), frappe.bold(self.company))
)
if cost_center.disabled:
msg.append(
_("{0} is disabled. Please select an enabled Cost Center.").format(
frappe.bold(self.cost_center)
)
)
if cost_center.is_group:
msg.append(
_("{0} is a group Cost Center. Please select a non-group Cost Center.").format(
frappe.bold(self.cost_center)
)
)
if msg:
frappe.msgprint(
msg,
title=_("Cost Center Validation Error"),
as_list=True,
raise_exception=frappe.ValidationError,
)
def validate_languages(self):
languages = [d.language for d in self.dunning_letter_text]
if len(languages) == len(set(languages)):
return
frappe.throw(_("Duplicate languages found on Dunning Letter Text. Keep only one of them."))
def validate_is_default_language(self):
is_default_language_list = [
d.language for d in self.dunning_letter_text if d.is_default_language == 1
]
if len(is_default_language_list) <= 1:
return
frappe.throw(
_("{0} languages are marked as default languages. Please select only one of them.").format(
comma_and(is_default_language_list, add_quotes=True)
)
)
def validate_dunning_letter_text_templates(self):
for d in self.dunning_letter_text:
if d.body_text:
validate_template(d.body_text, restrict_globals=True)
if d.closing_text:
validate_template(d.closing_text, restrict_globals=True)
def set_default_dunning_type(self):
if self.is_default != 1:
return
frappe.db.set_value(
"Dunning Type",
{"company": self.company, "is_default": 1, "name": ["!=", self.name]},
"is_default",
0,
)

View File

@@ -1,10 +1,200 @@
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
# import frappe
import unittest
import frappe
from erpnext.tests.utils import ERPNextTestSuite
def make_dunning_type(dunning_type, company="_Test Company", **kwargs):
doc = frappe.new_doc("Dunning Type")
doc.dunning_type = dunning_type
doc.company = company
doc.dunning_fee = kwargs.get("dunning_fee", 100)
doc.rate_of_interest = kwargs.get("rate_of_interest", 5)
doc.is_default = kwargs.get("is_default", 0)
if "income_account" in kwargs:
doc.income_account = kwargs["income_account"]
elif kwargs.get("income_account") is not False:
doc.income_account = "Sales - _TC" if company == "_Test Company" else "Sales - _TC1"
if "cost_center" in kwargs:
doc.cost_center = kwargs["cost_center"]
elif kwargs.get("cost_center") is not False:
doc.cost_center = "Main - _TC" if company == "_Test Company" else "Main - _TC1"
for row in kwargs.get("dunning_letter_text", [{"language": "en", "body_text": "Test body"}]):
doc.append("dunning_letter_text", row)
return doc
class TestDunningType(ERPNextTestSuite):
pass
def test_income_account_must_belong_to_company(self):
doc = make_dunning_type("_Test Dunning Wrong Company Account", income_account="Sales - _TC1")
self.assertRaisesRegex(frappe.ValidationError, "doesn't belong to Company", doc.insert)
def test_income_account_must_not_be_disabled(self):
disabled_account = frappe.get_doc(
{
"doctype": "Account",
"account_name": "_Test Disabled Income Account",
"parent_account": "Direct Income - _TC",
"company": "_Test Company",
"account_type": "Income Account",
"disabled": 1,
}
).insert()
doc = make_dunning_type("_Test Dunning Disabled Account", income_account=disabled_account.name)
self.assertRaisesRegex(frappe.ValidationError, "is disabled", doc.insert)
def test_income_account_must_be_income_type(self):
doc = make_dunning_type("_Test Dunning Non Income Account", income_account="Debtors - _TC")
self.assertRaisesRegex(frappe.ValidationError, "is not an Income Account", doc.insert)
def test_income_account_must_not_be_group(self):
doc = make_dunning_type("_Test Dunning Group Account", income_account="Income - _TC")
self.assertRaisesRegex(frappe.ValidationError, "is a group account", doc.insert)
def test_income_account_is_optional(self):
doc = make_dunning_type("_Test Dunning No Income Account", income_account=False)
doc.insert()
self.assertFalse(doc.income_account)
def test_valid_income_account_passes(self):
doc = make_dunning_type("_Test Dunning Valid Income Account", income_account="Sales - _TC")
doc.insert()
self.assertEqual(doc.income_account, "Sales - _TC")
def test_cost_center_must_belong_to_company(self):
doc = make_dunning_type("_Test Dunning Wrong Company CC", cost_center="Main - _TC1")
self.assertRaisesRegex(frappe.ValidationError, "doesn't belong to Company", doc.insert)
def test_cost_center_must_not_be_disabled(self):
disabled_cc = frappe.get_doc(
{
"doctype": "Cost Center",
"cost_center_name": "_Test Disabled Cost Center",
"parent_cost_center": "_Test Company - _TC",
"company": "_Test Company",
"disabled": 1,
}
).insert()
doc = make_dunning_type("_Test Dunning Disabled CC", cost_center=disabled_cc.name)
self.assertRaisesRegex(frappe.ValidationError, "is disabled", doc.insert)
def test_cost_center_must_not_be_group(self):
doc = make_dunning_type("_Test Dunning Group CC", cost_center="_Test Company - _TC")
self.assertRaisesRegex(frappe.ValidationError, "is a group Cost Center", doc.insert)
def test_cost_center_is_optional(self):
doc = make_dunning_type("_Test Dunning No CC", cost_center=False)
doc.insert()
self.assertFalse(doc.cost_center)
def test_valid_cost_center_passes(self):
doc = make_dunning_type("_Test Dunning Valid CC", cost_center="Main - _TC")
doc.insert()
self.assertEqual(doc.cost_center, "Main - _TC")
def test_duplicate_languages_not_allowed(self):
doc = make_dunning_type(
"_Test Dunning Duplicate Language",
dunning_letter_text=[
{"language": "en", "body_text": "Body one"},
{"language": "en", "body_text": "Body two"},
],
)
self.assertRaisesRegex(frappe.ValidationError, "Duplicate languages found", doc.insert)
def test_unique_languages_allowed(self):
doc = make_dunning_type(
"_Test Dunning Unique Languages",
dunning_letter_text=[
{"language": "en", "body_text": "Body one"},
{"language": "de", "body_text": "Body two"},
],
)
doc.insert()
self.assertEqual(len(doc.dunning_letter_text), 2)
def test_only_one_default_language_allowed(self):
doc = make_dunning_type(
"_Test Dunning Multiple Default Language",
dunning_letter_text=[
{"language": "en", "body_text": "Body one", "is_default_language": 1},
{"language": "de", "body_text": "Body two", "is_default_language": 1},
],
)
self.assertRaisesRegex(
frappe.ValidationError, "languages are marked as default languages", doc.insert
)
def test_single_default_language_allowed(self):
doc = make_dunning_type(
"_Test Dunning Single Default Language",
dunning_letter_text=[
{"language": "en", "body_text": "Body one", "is_default_language": 1},
{"language": "de", "body_text": "Body two", "is_default_language": 0},
],
)
doc.insert()
self.assertEqual(doc.dunning_letter_text[0].is_default_language, 1)
def test_invalid_jinja_template_in_body_text_raises(self):
doc = make_dunning_type(
"_Test Dunning Invalid Body Template",
dunning_letter_text=[{"language": "en", "body_text": "{{ unclosed"}],
)
self.assertRaisesRegex(frappe.ValidationError, "Syntax error in template", doc.insert)
def test_invalid_jinja_template_in_closing_text_raises(self):
doc = make_dunning_type(
"_Test Dunning Invalid Closing Template",
dunning_letter_text=[
{"language": "en", "body_text": "Valid body", "closing_text": "{{ unclosed"}
],
)
self.assertRaisesRegex(frappe.ValidationError, "Syntax error in template", doc.insert)
def test_valid_jinja_template_passes(self):
doc = make_dunning_type(
"_Test Dunning Valid Template",
dunning_letter_text=[
{
"language": "en",
"body_text": "Outstanding amount is {{ outstanding_amount }}",
"closing_text": "Regards, {{ company }}",
}
],
)
doc.insert()
self.assertTrue(doc.name)
def test_set_default_dunning_type_unsets_previous_default(self):
first = make_dunning_type("_Test Dunning Default One", is_default=1)
first.insert()
self.assertEqual(frappe.db.get_value("Dunning Type", first.name, "is_default"), 1)
second = make_dunning_type("_Test Dunning Default Two", is_default=1)
second.insert()
self.assertEqual(frappe.db.get_value("Dunning Type", first.name, "is_default"), 0)
self.assertEqual(frappe.db.get_value("Dunning Type", second.name, "is_default"), 1)
def test_set_default_dunning_type_scoped_per_company(self):
company_1 = make_dunning_type("_Test Dunning Default Co1", is_default=1)
company_1.insert()
company_2 = make_dunning_type(
"_Test Dunning Default Co2",
company="_Test Company 1",
is_default=1,
)
company_2.insert()
self.assertEqual(frappe.db.get_value("Dunning Type", company_1.name, "is_default"), 1)
self.assertEqual(frappe.db.get_value("Dunning Type", company_2.name, "is_default"), 1)

View File

@@ -99,9 +99,9 @@ class ProcessStatementOfAccounts(Document):
if not self.pdf_name:
self.pdf_name = "{{ customer.customer_name }}"
validate_template(self.subject)
validate_template(self.body)
validate_template(self.pdf_name)
validate_template(self.subject, restrict_globals=True)
validate_template(self.body, restrict_globals=True)
validate_template(self.pdf_name, restrict_globals=True)
if not self.customers:
frappe.throw(_("Customers not selected."))
@@ -527,15 +527,15 @@ def send_emails(document_name, from_scheduler=False, posting_date=None):
if report:
for customer, report_pdf in report.items():
context = get_context(customer, doc)
filename = frappe.render_template(doc.pdf_name, context)
filename = frappe.render_template(doc.pdf_name, context, restrict_globals=True)
attachments = [{"fname": filename + ".pdf", "fcontent": report_pdf}]
recipients, cc = get_recipients_and_cc(customer, doc)
if not recipients:
continue
subject = frappe.render_template(doc.subject, context)
message = frappe.render_template(doc.body, context)
subject = frappe.render_template(doc.subject, context, restrict_globals=True)
message = frappe.render_template(doc.body, context, restrict_globals=True)
if doc.sender:
sender_email = frappe.db.get_value("Email Account", doc.sender, "email_id")

View File

@@ -3156,8 +3156,6 @@ def create_dunning(source_name, target_doc=None, ignore_permissions=False):
from frappe.model.mapper import get_mapped_doc
def postprocess_dunning(source, target):
from erpnext.accounts.doctype.dunning.dunning import get_dunning_letter_text
dunning_type = frappe.db.exists("Dunning Type", {"is_default": 1, "company": source.company})
if dunning_type:
dunning_type = frappe.get_doc("Dunning Type", dunning_type)
@@ -3166,14 +3164,8 @@ def create_dunning(source_name, target_doc=None, ignore_permissions=False):
target.dunning_fee = dunning_type.dunning_fee
target.income_account = dunning_type.income_account
target.cost_center = dunning_type.cost_center
letter_text = get_dunning_letter_text(
dunning_type=dunning_type.name, doc=target.as_dict(), language=source.language
)
if letter_text:
target.body_text = letter_text.get("body_text")
target.closing_text = letter_text.get("closing_text")
target.language = letter_text.get("language")
target.language = source.language
target.get_dunning_letter_text()
# update outstanding from doc
if source.payment_schedule and len(source.payment_schedule) == 1:

View File

@@ -923,8 +923,10 @@
"fieldname": "job_card",
"fieldtype": "Link",
"label": "Job Card",
"no_copy": 1,
"options": "Job Card",
"search_index": 1
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "distributed_discount_amount",
@@ -951,7 +953,7 @@
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2026-05-14 12:16:16.192936",
"modified": "2026-07-15 10:30:04.600510",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order Item",

View File

@@ -16,7 +16,10 @@ from erpnext.accounts.party import (
validate_party_accounts,
validate_party_currency_before_merging,
)
from erpnext.controllers.website_list_for_contact import add_role_for_portal_user
from erpnext.controllers.website_list_for_contact import (
add_role_for_portal_user,
link_portal_users_to_contacts,
)
from erpnext.utilities.transaction_base import TransactionBase
@@ -109,6 +112,7 @@ class Supplier(TransactionBase):
def on_update(self):
self.create_primary_contact()
self.create_primary_address()
link_portal_users_to_contacts(self)
def add_role_for_user(self):
for portal_user in self.portal_users:

View File

@@ -203,3 +203,24 @@ class TestSupplierPortal(ERPNextTestSuite):
_, suppliers = get_customers_suppliers("Purchase Order", user)
self.assertIn(supplier.name, suppliers)
def test_portal_user_contact_link(self):
user_email = frappe.generate_hash() + "@example.com"
user = frappe.new_doc("User")
user.email = user_email
user.first_name = "Test Portal Contact User"
user.send_welcome_email = False
user.insert(ignore_permissions=True)
contact = frappe.new_doc("Contact")
contact.first_name = "Test Portal Contact User"
contact.add_email(user_email, is_primary=1)
contact.links = []
contact.insert(ignore_permissions=True)
supplier = create_supplier()
supplier.append("portal_users", {"user": user.name})
supplier.save()
contact.reload()
self.assertTrue(contact.has_link("Supplier", supplier.name))

View File

@@ -307,6 +307,7 @@
"fieldname": "net_rate",
"fieldtype": "Currency",
"label": "Net Rate",
"options": "currency",
"print_hide": 1,
"read_only": 1
},
@@ -613,7 +614,7 @@
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2025-06-17 12:05:52.441645",
"modified": "2026-07-15 10:33:24.855979",
"modified_by": "Administrator",
"module": "Buying",
"name": "Supplier Quotation Item",

View File

@@ -1347,66 +1347,63 @@ class StockController(AccountsController):
if not batches:
return
field_mapper = {
"Sales Invoice": [["Sales Order", "sales_order"]],
"Delivery Note": [["Sales Order", "against_sales_order"]],
"Stock Entry": [
["Work Order", "work_order"],
["Subcontracting Inward Order", "subcontracting_inward_order"],
],
reference_fields = {
"Sales Invoice": ["sales_order"],
"Delivery Note": ["against_sales_order"],
"Stock Entry": ["work_order", "subcontracting_inward_order"],
}.get(self.doctype)
qty_field = {
"Sales Invoice": "qty",
"Delivery Note": "qty",
"Stock Entry": "fg_completed_qty",
}.get(self.doctype)
reserved_batches_data = self.get_reserved_batches(batches)
items = self.items
if self.doctype == "Stock Entry":
items = [self]
for item in items:
for field in field_mapper:
if not item.get(field[1]):
continue
own_vouchers = {item.get(field) for item in items for field in reference_fields if item.get(field)}
value = item.get(field[1])
for row in reserved_batches_data:
if self.doctype in ["Sales Invoice", "Delivery Note"] and row.item_code != item.get(
"item_code"
):
continue
outstanding_qty = defaultdict(float)
reservations = defaultdict(list)
for row in self.get_reserved_batches(batches):
if row.voucher_no in own_vouchers:
continue
if row.voucher_no == value:
continue
key = (row.batch_no, row.warehouse)
outstanding = flt(row.qty) - flt(row.delivered_qty)
outstanding_qty[key] += outstanding
if outstanding > 0:
reservations[key].append(row)
batch_qty = get_batch_qty(
row.batch_no,
row.warehouse,
posting_date=self.posting_date,
posting_time=self.posting_time,
consider_negative_batches=True,
)
for (batch_no, warehouse), reserved_qty in outstanding_qty.items():
if flt(reserved_qty, 6) <= 0:
continue
if item.get(qty_field) < batch_qty:
continue
batch_qty = get_batch_qty(
batch_no,
warehouse,
posting_date=self.posting_date,
posting_time=self.posting_time,
consider_negative_batches=True,
)
frappe.throw(
_(
"The batch {0} is already reserved in {1} {2}. So, cannot proceed with the {3} {4}, which is created against the {5} {6}."
).format(
frappe.bold(row.batch_no),
frappe.bold(row.voucher_type),
frappe.bold(row.voucher_no),
frappe.bold(self.doctype),
frappe.bold(self.name),
frappe.bold(field[0]),
frappe.bold(value),
),
title=_("Reserved Batch Conflict"),
)
if flt(batch_qty, 6) >= flt(reserved_qty, 6):
continue
vouchers = ", ".join(
f"{frappe.bold(voucher_type)} {frappe.bold(voucher_no)}"
for voucher_type, voucher_no in dict.fromkeys(
(row.voucher_type, row.voucher_no) for row in reservations[(batch_no, warehouse)]
)
)
frappe.throw(
_(
"The batch {0} is reserved for {1} in the warehouse {2} and the remaining quantity is not enough to cover the reservations. So, cannot proceed with the {3} {4}."
).format(
frappe.bold(batch_no),
vouchers,
frappe.bold(warehouse),
frappe.bold(self.doctype),
frappe.bold(self.name),
),
title=_("Reserved Batch Conflict"),
)
def get_reserved_batches(self, batches):
doctype = frappe.qb.DocType("Stock Reservation Entry")
@@ -1418,9 +1415,10 @@ class StockController(AccountsController):
.on(doctype.name == child_doc.parent)
.select(
child_doc.batch_no,
child_doc.qty,
child_doc.delivered_qty,
doctype.voucher_type,
doctype.voucher_no,
doctype.item_code,
doctype.warehouse,
)
.where((doctype.docstatus == 1) & (child_doc.batch_no.isin(batches)))
@@ -2057,7 +2055,7 @@ class StockController(AccountsController):
@frappe.whitelist()
def show_accounting_ledger_preview(company, doctype, docname):
def show_accounting_ledger_preview(company: str, doctype: str, docname: str):
filters = frappe._dict(company=company, include_dimensions=1)
doc = frappe.get_lazy_doc(doctype, docname)
doc.check_permission("read")
@@ -2071,7 +2069,7 @@ def show_accounting_ledger_preview(company, doctype, docname):
@frappe.whitelist()
def show_stock_ledger_preview(company, doctype, docname):
def show_stock_ledger_preview(company: str, doctype: str, docname: str):
filters = frappe._dict(company=company)
doc = frappe.get_lazy_doc(doctype, docname)
doc.check_permission("read")

View File

@@ -7,6 +7,8 @@ import json
import frappe
from frappe import _
from frappe.modules.utils import get_module_app
from frappe.query_builder import Criterion
from frappe.query_builder.functions import Lower
from frappe.utils import cint, flt, has_common
from frappe.utils.user import is_website_user
@@ -306,3 +308,63 @@ def add_role_for_portal_user(portal_user, role):
user_doc.add_roles(role)
frappe.msgprint(_("Added {1} Role to User {0}.").format(frappe.bold(user_doc.name), role), alert=True)
def link_portal_users_to_contacts(doc):
"""When portal users are added to Supplier/Customer, link them to the Contact profile."""
# a User's name is its (lowercased) email, so portal_users are already the emails
portal_users = {p.user for p in doc.get("portal_users") or [] if p.user}
if not portal_users:
return
before = doc.get_doc_before_save()
if before:
previous_users = {p.user for p in before.get("portal_users") or [] if p.user}
if portal_users == previous_users:
return
portal_users = list(portal_users)
contact = frappe.qb.DocType("Contact")
contact_email = frappe.qb.DocType("Contact Email")
query = (
frappe.qb.from_(contact)
.left_join(contact_email)
.on(contact_email.parent == contact.name)
.select(contact.name)
.distinct()
)
conditions = [
contact.user.isin(portal_users),
Lower(contact.email_id).isin(portal_users),
Lower(contact_email.email_id).isin(portal_users),
]
query = query.where(Criterion.any(conditions))
contacts = query.run(pluck=True)
if not contacts:
return
dynamic_link = frappe.qb.DocType("Dynamic Link")
existing_links = (
frappe.qb.from_(dynamic_link)
.select(dynamic_link.parent)
.where(
(dynamic_link.parenttype == "Contact")
& (dynamic_link.parent.isin(contacts))
& (dynamic_link.link_doctype == doc.doctype)
& (dynamic_link.link_name == doc.name)
)
.run(pluck=True)
)
contacts_to_link = [name for name in contacts if name not in existing_links]
for name in contacts_to_link:
contact_doc = frappe.get_doc("Contact", name)
if not contact_doc.has_link(doc.doctype, doc.name):
contact_doc.append("links", {"link_doctype": doc.doctype, "link_name": doc.name})
contact_doc.save(ignore_permissions=True)

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View File

@@ -445,8 +445,6 @@ frappe.ui.form.on("Production Plan", {
frappe.throw(__("Select the Warehouse"));
}
frm.set_value("consider_minimum_order_qty", 0);
if (!frm.doc.ignore_existing_ordered_qty) {
frm.events.get_items_for_material_requests(frm);
} else {

View File

@@ -1823,7 +1823,13 @@ def get_items_for_material_requests(doc, warehouses=None, get_parent_warehouse_d
if (ignore_existing_ordered_qty or get_parent_warehouse_data) and warehouses:
new_mr_items = []
for item in mr_items:
get_materials_from_other_locations(item, warehouses, new_mr_items, company)
get_materials_from_other_locations(
item,
warehouses,
new_mr_items,
company,
consider_minimum_order_qty=doc.get("consider_minimum_order_qty"),
)
mr_items = new_mr_items
@@ -1845,7 +1851,9 @@ def get_items_for_material_requests(doc, warehouses=None, get_parent_warehouse_d
return mr_items
def get_materials_from_other_locations(item, warehouses, new_mr_items, company):
def get_materials_from_other_locations(
item, warehouses, new_mr_items, company, consider_minimum_order_qty=False
):
from erpnext.stock.doctype.pick_list.pick_list import get_available_item_locations
purchase_uom = frappe.db.get_value("Item", item.get("item_code"), "purchase_uom")
@@ -1888,7 +1896,8 @@ def get_materials_from_other_locations(item, warehouses, new_mr_items, company):
precision = frappe.get_precision("Material Request Plan Item", "quantity")
if flt(required_qty, precision) > 0:
required_qty = required_qty
if consider_minimum_order_qty:
required_qty = max(required_qty, flt(item.get("min_order_qty")))
if frappe.db.get_value("UOM", purchase_uom, "must_be_whole_number"):
required_qty = ceil(required_qty)

View File

@@ -2030,6 +2030,18 @@ class TestProductionPlan(ERPNextTestSuite):
for d in mr_items:
self.assertEqual(d.get("quantity"), 1000.0)
source_warehouse = create_warehouse("MOQ Source Warehouse", company="_Test Company")
make_stock_entry(item_code=rm_item, qty=7, rate=100, target=source_warehouse)
pln.ignore_existing_ordered_qty = 1
mr_items = get_items_for_material_requests(
pln.as_dict(), warehouses=[{"warehouse": source_warehouse}]
)
self.assertEqual(len(mr_items), 2)
items_by_type = {d.get("material_request_type"): d for d in mr_items}
self.assertEqual(items_by_type["Material Transfer"].get("quantity"), 7.0)
self.assertEqual(items_by_type["Purchase"].get("quantity"), 1000.0)
def test_fg_item_quantity(self):
fg_item = make_item(properties={"is_stock_item": 1}).name
rm_item = make_item(properties={"is_stock_item": 1}).name

View File

@@ -490,3 +490,4 @@ erpnext.patches.v15_0.backfill_sla_link_filters_on_custom_field
erpnext.patches.v15_0.backfill_sla_link_filters_on_docfield
erpnext.patches.v16_0.crm_settings_handle_allowed_users_for_frappe_crm
erpnext.patches.v16_0.backfill_pick_list_transferred_qty
erpnext.patches.v16_0.access_control_for_project_users

View File

@@ -0,0 +1,33 @@
import frappe
def execute():
Project = frappe.qb.DocType("Project")
ProjectUser = frappe.qb.DocType("Project User")
query = (
frappe.qb.from_(Project)
.join(ProjectUser)
.on(Project.name == ProjectUser.parent)
.select(Project.name, ProjectUser.user)
)
proj_users = query.run(as_dict=1)
project_mapped_users = get_project_mapped_users(proj_users)
for d in proj_users:
if d.user in project_mapped_users[d.name]:
continue
frappe.share.add_docshare("Project", d.name, user=d.user)
def get_project_mapped_users(proj_users):
projects = set([d.name for d in proj_users])
project_mapped_users = {}
for d in projects:
project_mapped_users[d] = [d.user for d in frappe.share.get_users("Project", d)]
return project_mapped_users

View File

@@ -86,7 +86,7 @@
"no_copy": 1,
"oldfieldname": "status",
"oldfieldtype": "Select",
"options": "Open\nCompleted\nCancelled",
"options": "Open\nOn hold\nCompleted\nCancelled",
"search_index": 1
},
{
@@ -210,13 +210,15 @@
"fieldname": "users",
"fieldtype": "Table",
"label": "Users",
"options": "Project User"
"options": "Project User",
"permlevel": 1
},
{
"fieldname": "copied_from",
"fieldtype": "Data",
"hidden": 1,
"label": "Copied From",
"permlevel": 1,
"read_only": 1
},
{
@@ -482,13 +484,25 @@
"index_web_pages_for_search": 1,
"links": [],
"max_attachments": 4,
"modified": "2026-05-22 16:45:50.762759",
"modified": "2026-07-14 14:32:11.328347",
"modified_by": "Administrator",
"module": "Projects",
"name": "Project",
"naming_rule": "By \"Naming Series\" field",
"owner": "Administrator",
"permissions": [
{
"delete": 1,
"email": 1,
"export": 1,
"permlevel": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Projects Manager",
"share": 1,
"write": 1
},
{
"create": 1,
"delete": 1,

View File

@@ -61,7 +61,7 @@ class Project(Document):
project_type: DF.Link | None
sales_order: DF.Link | None
second_email: DF.Time | None
status: DF.Literal["Open", "Completed", "Cancelled"]
status: DF.Literal["Open", "On hold", "Completed", "Cancelled"]
subject: DF.Data | None
to_time: DF.Time | None
total_billable_amount: DF.Currency
@@ -92,7 +92,8 @@ class Project(Document):
def validate(self):
if not self.is_new():
self.copy_from_template() # nosemgrep
self.copy_from_template()
self.control_access_for_project_users()
self.send_welcome_email()
self.update_costing()
self.update_percent_complete()
@@ -205,6 +206,7 @@ class Project(Document):
self.copy_from_template() # nosemgrep
if self.sales_order:
frappe.db.set_value("Sales Order", self.sales_order, "project", self.name)
self.control_access_for_project_users()
def on_trash(self):
frappe.db.set_value("Sales Order", {"project": self.name}, "project", "")
@@ -262,8 +264,8 @@ class Project(Document):
pct_complete += row["progress"] * frappe.utils.safe_div(row["task_weight"], weight_sum)
self.percent_complete = flt(flt(pct_complete), 2)
# don't update status if it is cancelled
if self.status == "Cancelled":
# don't update status if it is manually set to cancelled or on hold
if self.status in ("Cancelled", "On hold"):
return
self.status = "Completed" if self.percent_complete == 100 else "Open"
@@ -377,6 +379,34 @@ class Project(Document):
)
user.welcome_email_sent = 1
def control_access_for_project_users(self):
def revoke_access_for_project_users(removed_users):
users = set([d.user for d in frappe.share.get_users(self.doctype, self.name)])
for user in removed_users:
if user not in users:
continue
frappe.share.remove(self.doctype, self.name, user)
def grant_access_for_project_users(new_users):
for user in new_users:
frappe.share.add_docshare(self.doctype, self.name, user=user)
current_users = set([d.user for d in self.users])
old_doc = self.get_doc_before_save()
if not old_doc:
grant_access_for_project_users(current_users)
return
previous_users = set([d.user for d in old_doc.users])
new_users = current_users - previous_users
removed_users = previous_users - current_users
revoke_access_for_project_users(removed_users)
grant_access_for_project_users(new_users)
def get_timeline_data(doctype: str, name: str) -> dict[int, int]:
"""Return timeline for attendance"""

View File

@@ -4,6 +4,8 @@ frappe.listview_settings["Project"] = {
get_indicator: function (doc) {
if (doc.status == "Open" && doc.percent_complete) {
return [__("{0}%", [cint(doc.percent_complete)]), "orange", "percent_complete,>,0|status,=,Open"];
} else if (doc.status == "On hold") {
return [__("On hold"), "blue", "status,=,On hold"];
} else {
return [__(doc.status), frappe.utils.guess_colour(doc.status), "status,=," + doc.status];
}

View File

@@ -244,6 +244,61 @@ class TestProject(ERPNextTestSuite):
project.save()
self.assertEqual(project.status, "Completed")
def _create_portal_user(self, email):
"""A user with no Project-related role, so read access can only come from
control_access_for_project_users() sharing the doc with them."""
if not frappe.db.exists("User", email):
frappe.get_doc(
{
"doctype": "User",
"email": email,
"first_name": "Portal",
"send_welcome_email": 0,
}
).insert(ignore_permissions=True)
return email
def test_new_project_grants_access_to_its_users(self):
member = self._create_portal_user(f"new_proj_member_{frappe.generate_hash(length=6)}@example.com")
project = frappe.get_doc(
doctype="Project",
project_name=f"_Test New Project Access {frappe.generate_hash(length=6)}",
status="Open",
company="_Test Company",
)
project.append("users", {"user": member, "welcome_email_sent": 1})
project.insert() # must not raise
self.assertTrue(project.has_permission(user=member))
shared_with = [d.user for d in frappe.share.get_users("Project", project.name)]
self.assertIn(member, shared_with)
def test_adding_and_removing_project_user_updates_access(self):
stays = self._create_portal_user(f"stays_{frappe.generate_hash(length=6)}@example.com")
leaves = self._create_portal_user(f"leaves_{frappe.generate_hash(length=6)}@example.com")
project = frappe.get_doc(
doctype="Project",
project_name=f"_Test Project User Membership {frappe.generate_hash(length=6)}",
status="Open",
company="_Test Company",
)
project.append("users", {"user": stays, "welcome_email_sent": 1})
project.insert()
self.assertTrue(project.has_permission(user=stays))
# adding a user on update (not insert) must also grant them access
project.append("users", {"user": leaves, "welcome_email_sent": 1})
project.save()
self.assertTrue(project.has_permission(user=leaves))
# removing a user must revoke the share that was granted for membership
project.users = [d for d in project.users if d.user != leaves]
project.save()
self.assertFalse(project.has_permission(user=leaves))
self.assertTrue(project.has_permission(user=stays))
def get_project(name, template):
project = frappe.get_doc(

View File

@@ -24,7 +24,10 @@ from erpnext.accounts.party import (
validate_party_accounts,
validate_party_currency_before_merging,
)
from erpnext.controllers.website_list_for_contact import add_role_for_portal_user
from erpnext.controllers.website_list_for_contact import (
add_role_for_portal_user,
link_portal_users_to_contacts,
)
from erpnext.utilities.transaction_base import TransactionBase
@@ -273,6 +276,8 @@ class Customer(TransactionBase):
self.update_customer_groups()
link_portal_users_to_contacts(self)
def add_role_for_user(self):
for portal_user in self.portal_users:
add_role_for_portal_user(portal_user, "Customer")

View File

@@ -398,6 +398,33 @@ class TestCustomer(ERPNextTestSuite):
self.assertEqual(middle, "Michael")
self.assertEqual(last, "Doe")
def test_portal_user_contact_link(self):
user_email = frappe.generate_hash() + "@example.com"
user = frappe.new_doc("User")
user.email = user_email
user.first_name = "Test Portal Customer User"
user.send_welcome_email = False
user.insert(ignore_permissions=True)
contact = frappe.new_doc("Contact")
contact.first_name = "Test Portal Customer User"
contact.add_email(user_email, is_primary=1)
contact.links = []
contact.insert(ignore_permissions=True)
customer = frappe.get_doc(
{
"doctype": "Customer",
"customer_name": "Test Portal Contact Customer",
"customer_type": "Individual",
}
)
customer.append("portal_users", {"user": user.name})
customer.insert()
contact.reload()
self.assertTrue(contact.has_link("Customer", customer.name))
def get_customer_dict(customer_name):
return {

View File

@@ -697,6 +697,66 @@ class TestStockReservationEntry(ERPNextTestSuite):
# Test - 1: ValidationError should be thrown as the inwarded stock is reserved.
self.assertRaises(frappe.ValidationError, se.cancel)
@ERPNextTestSuite.change_settings(
"Stock Settings",
{
"allow_negative_stock": 0,
"enable_stock_reservation": 1,
"auto_reserve_serial_and_batch": 1,
"pick_serial_and_batch_based_on": "FIFO",
"use_serial_batch_fields": 1,
},
)
def test_batch_shared_across_sales_orders_can_be_delivered(self) -> None:
# Regression (#57159): one batch reserved by two Sales Orders. Delivering each order's own
# reserved unit must not raise Reserved Batch Conflict — the remainder covers the other order.
# The batch is set on the row explicitly as the v16 reserved-stock mapper does not carry
# the reserved batch onto the Delivery Note row.
item_doc = make_batch_item()
create_material_receipt(items={item_doc.name: item_doc}, warehouse=self.warehouse, qty=2)
orders = []
for _i in range(2):
so = make_sales_order(item_code=item_doc.name, warehouse=self.warehouse, qty=1, rate=100)
so.create_stock_reservation_entries()
orders.append(so)
(batch_no,) = get_reserved_batch_nos(orders[0].name) | get_reserved_batch_nos(orders[1].name)
for so in orders:
dn = make_delivery_note(so.name)
dn.items[0].batch_no = batch_no
dn.save()
dn.submit()
self.assertEqual(dn.docstatus, 1)
@ERPNextTestSuite.change_settings(
"Stock Settings",
{
"allow_negative_stock": 0,
"enable_stock_reservation": 1,
"auto_reserve_serial_and_batch": 1,
"pick_serial_and_batch_based_on": "FIFO",
"use_serial_batch_fields": 1,
},
)
def test_delivery_draining_a_batch_reserved_for_another_sales_order_is_blocked(self) -> None:
# Guard for #57159 fix: an order without a reservation must still be blocked from draining
# a batch below what another order has reserved from it, even if other batches have stock.
item_doc = make_batch_item()
create_material_receipt(items={item_doc.name: item_doc}, warehouse=self.warehouse, qty=2)
create_material_receipt(items={item_doc.name: item_doc}, warehouse=self.warehouse, qty=2)
so_a = make_sales_order(item_code=item_doc.name, warehouse=self.warehouse, qty=2, rate=100)
so_a.create_stock_reservation_entries()
(reserved_batch_no,) = get_reserved_batch_nos(so_a.name)
so_b = make_sales_order(item_code=item_doc.name, warehouse=self.warehouse, qty=2, rate=100)
dn = make_delivery_note(so_b.name)
dn.items[0].batch_no = reserved_batch_no
dn.save()
self.assertRaisesRegex(frappe.ValidationError, "is reserved for", dn.submit)
def create_items() -> dict:
items_properties = [
@@ -737,6 +797,33 @@ def create_items() -> dict:
return items
def make_batch_item():
return make_item(
properties={
"is_stock_item": 1,
"valuation_rate": 100,
"has_batch_no": 1,
"create_new_batch": 1,
"batch_number_series": "SRBI-.#####.",
}
)
def get_reserved_batch_nos(sales_order: str) -> set:
sre = frappe.qb.DocType("Stock Reservation Entry")
sb_entry = frappe.qb.DocType("Serial and Batch Entry")
batch_nos = (
frappe.qb.from_(sre)
.inner_join(sb_entry)
.on(sre.name == sb_entry.parent)
.select(sb_entry.batch_no)
.where((sre.voucher_no == sales_order) & (sre.docstatus == 1))
).run(pluck=True)
return set(batch_nos)
def create_material_receipt(
items: dict, warehouse: str = "_Test Warehouse - _TC", qty: float = 100
) -> StockEntry:

View File

@@ -287,6 +287,7 @@ class FIFOSlots:
self.serial_no_details = {}
self.batch_no_details = {}
self.batchwise_valuation_by_batch = {}
self.valuation_method_by_item = {}
self.filters = filters
self.sle = sle
@@ -307,9 +308,10 @@ class FIFOSlots:
self.prepare_stock_reco_voucher_wise_count()
if stock_ledger_entries is None:
# nested queries invalidate the streaming cursor below,
# so batchwise valuation flags must be resolved beforehand
# streaming path: nested queries invalidate the streaming cursor below,
# so batchwise valuation flags and item valuation methods must be resolved beforehand
self._prefetch_batchwise_valuations()
self._prefetch_valuation_methods()
with frappe.db.unbuffered_cursor():
if stock_ledger_entries is None:
@@ -321,12 +323,28 @@ class FIFOSlots:
# Note that stock_ledger_entries is an iterator, you can not reuse it like a list
del stock_ledger_entries
self._recompute_moving_average_slots()
if not self.filters.get("show_warehouse_wise_stock"):
# (Item 1, WH 1), (Item 1, WH 2) => (Item 1)
self.item_details = self._aggregate_details_by_item(self.item_details)
return self.item_details
def _recompute_moving_average_slots(self) -> None:
for item_dict in self.item_details.values():
if item_dict.get("has_serial_no") or item_dict.get("has_batch_no"):
continue
details = item_dict["details"]
if self._get_item_valuation_method(details.name) != "Moving Average":
continue
rate = flt(details.valuation_rate)
for slot in item_dict["fifo_queue"]:
if is_qty_slot(slot):
slot[FIFO_VALUE_INDEX] = flt(slot[FIFO_QTY_INDEX] * rate)
def _get_bundle_wise_details(self, stock_ledger_entries: list | None) -> tuple[dict, dict]:
if stock_ledger_entries is not None:
return frappe._dict({}), frappe._dict({})
@@ -347,7 +365,10 @@ class FIFOSlots:
if row.actual_qty > 0:
self._compute_incoming_stock(row, fifo_queue, transferred_item_key, serial_nos, batch_nos)
else:
self._compute_outgoing_stock(row, fifo_queue, transferred_item_key, serial_nos, batch_nos)
from_end = self._get_item_valuation_method(row.name) == "LIFO"
self._compute_outgoing_stock(
row, fifo_queue, transferred_item_key, serial_nos, batch_nos, from_end
)
self._update_balances(row, key)
self._trim_serial_fifo_queue(row, key, fifo_queue)
@@ -460,6 +481,45 @@ class FIFOSlots:
for batch_no, use_batchwise_valuation in query.run():
self.batchwise_valuation_by_batch[batch_no] = use_batchwise_valuation
def _get_item_valuation_method(self, item_code: str) -> str:
from erpnext.stock.utils import get_valuation_method
if item_code not in self.valuation_method_by_item:
# only reachable when stock ledger entries are passed in directly;
# the streaming path prefetches all methods before iteration
self.valuation_method_by_item[item_code] = get_valuation_method(
item_code, self.filters.get("company")
)
return self.valuation_method_by_item[item_code]
def _prefetch_valuation_methods(self) -> None:
from erpnext.stock.utils import get_valuation_method
company = self.filters.get("company")
sle = frappe.qb.DocType("Stock Ledger Entry")
item = frappe.qb.DocType("Item")
to_date = get_datetime(self.filters.get("to_date") + " 23:59:59")
query = (
frappe.qb.from_(sle)
.inner_join(item)
.on(sle.item_code == item.name)
.select(item.name, item.valuation_method)
.distinct()
.where((sle.company == company) & (sle.posting_datetime <= to_date) & (sle.is_cancelled != 1))
)
query = self._apply_filter(query, sle, "item_code")
# items with no item-level method share the company/settings default; resolve it once
default_method = None
for item_code, valuation_method in query.run():
if not valuation_method:
if default_method is None:
default_method = get_valuation_method(item_code, company)
valuation_method = default_method
self.valuation_method_by_item[item_code] = valuation_method
def _init_key_stores(self, row: dict) -> tuple:
"Initialise keys and FIFO Queue."
@@ -576,7 +636,13 @@ class FIFOSlots:
fifo_queue[0][FIFO_VALUE_INDEX] += flt(row.stock_value_difference)
def _compute_outgoing_stock(
self, row: dict, fifo_queue: list, transfer_key: tuple, serial_nos: list, batch_nos: list
self,
row: dict,
fifo_queue: list,
transfer_key: tuple,
serial_nos: list,
batch_nos: list,
from_end: bool = False,
):
"Update FIFO Queue on outward stock."
if serial_nos:
@@ -584,7 +650,7 @@ class FIFOSlots:
elif batch_nos:
self._consume_batch_fifo_slots(row, fifo_queue, transfer_key, batch_nos)
else:
self._consume_fifo_slots(row, fifo_queue, transfer_key)
self._consume_fifo_slots(row, fifo_queue, transfer_key, from_end)
def _consume_serial_fifo_slots(self, fifo_queue: list, serial_nos: list) -> None:
fifo_queue[:] = [slot for slot in fifo_queue if slot[FIFO_QTY_INDEX] not in serial_nos]
@@ -661,19 +727,23 @@ class FIFOSlots:
)
self.transferred_item_details[transfer_key].append([qty, row.posting_date, stock_value_difference])
def _consume_fifo_slots(self, row: dict, fifo_queue: list, transfer_key: tuple) -> None:
def _consume_fifo_slots(
self, row: dict, fifo_queue: list, transfer_key: tuple, from_end: bool = False
) -> None:
# LIFO consumes the most recent inward first, so pop from the tail instead of the head.
index = -1 if from_end else 0
qty_to_pop = abs(row.actual_qty)
stock_value = abs(row.stock_value_difference)
while qty_to_pop:
slot = fifo_queue[0] if fifo_queue else [0, None, 0]
slot = fifo_queue[index] if fifo_queue else [0, None, 0]
slot_qty = flt(slot[FIFO_QTY_INDEX])
slot_value = flt(slot[FIFO_VALUE_INDEX])
if 0 < slot_qty <= qty_to_pop:
qty_to_pop -= slot_qty
stock_value -= slot_value
self.transferred_item_details[transfer_key].append(fifo_queue.pop(0))
self.transferred_item_details[transfer_key].append(fifo_queue.pop(index))
elif not fifo_queue:
fifo_queue.append([-(qty_to_pop), row.posting_date, -(stock_value)])
self.transferred_item_details[transfer_key].append(

View File

@@ -1,6 +1,8 @@
# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from unittest.mock import patch
import frappe
from erpnext.stock.report.stock_ageing.stock_ageing import FIFOSlots, format_report_data, get_average_age
@@ -63,6 +65,131 @@ class TestStockAgeing(ERPNextTestSuite):
data = format_report_data(self.filters, slots, self.filters["to_date"])
self.assertEqual(data[0][8], 40.0) # valuating for stock value between age 0-30
def test_moving_average_value_ties_to_stock_balance(self):
"""For Moving Average items the queue value is re-derived as qty * rate so the
report's stock value ties to Stock Balance, instead of stranding a residual
from FIFO-by-qty consumption vs blended outgoing value."""
sle = [
frappe._dict(
name="MA Item",
actual_qty=10,
qty_after_transaction=10,
stock_value_difference=1000,
valuation_rate=100,
warehouse="WH 1",
posting_date="2021-12-01",
voucher_type="Stock Entry",
voucher_no="001",
has_serial_no=False,
serial_no=None,
),
frappe._dict(
name="MA Item",
actual_qty=10,
qty_after_transaction=20,
stock_value_difference=2000,
valuation_rate=150,
warehouse="WH 1",
posting_date="2021-12-02",
voucher_type="Stock Entry",
voucher_no="002",
has_serial_no=False,
serial_no=None,
),
frappe._dict(
name="MA Item",
actual_qty=(-10),
qty_after_transaction=10,
stock_value_difference=(-1500),
valuation_rate=150,
warehouse="WH 1",
posting_date="2021-12-03",
voucher_type="Stock Entry",
voucher_no="003",
has_serial_no=False,
serial_no=None,
),
frappe._dict(
name="MA Item",
actual_qty=(-5),
qty_after_transaction=5,
stock_value_difference=(-750),
valuation_rate=150,
warehouse="WH 1",
posting_date="2021-12-04",
voucher_type="Stock Entry",
voucher_no="004",
has_serial_no=False,
serial_no=None,
),
]
with patch("erpnext.stock.utils.get_valuation_method", return_value="Moving Average"):
slots = FIFOSlots(self.filters, sle).generate()
queue = slots["MA Item"]["fifo_queue"]
total_value = sum(slot[2] for slot in queue)
# Stock Balance bal_val = qty_after_transaction * valuation_rate = 5 * 150
self.assertEqual(total_value, 750.0)
def test_lifo_consumes_newest_first(self):
"""LIFO items consume the most recent inward first, so the oldest lot stays on
hand. The remaining queue, stock value and average age must reflect the older
stock, unlike the default FIFO which retains the newest lots."""
sle = [
frappe._dict(
name="LIFO Item",
actual_qty=30,
qty_after_transaction=30,
stock_value_difference=30,
warehouse="WH 1",
posting_date="2021-12-01",
voucher_type="Stock Entry",
voucher_no="001",
has_serial_no=False,
serial_no=None,
),
frappe._dict(
name="LIFO Item",
actual_qty=20,
qty_after_transaction=50,
stock_value_difference=20,
warehouse="WH 1",
posting_date="2021-12-02",
voucher_type="Stock Entry",
voucher_no="002",
has_serial_no=False,
serial_no=None,
),
frappe._dict(
name="LIFO Item",
actual_qty=(-10),
qty_after_transaction=40,
stock_value_difference=(-10),
warehouse="WH 1",
posting_date="2021-12-03",
voucher_type="Stock Entry",
voucher_no="003",
has_serial_no=False,
serial_no=None,
),
]
with patch("erpnext.stock.utils.get_valuation_method", return_value="LIFO"):
slots = FIFOSlots(self.filters, sle).generate()
queue = slots["LIFO Item"]["fifo_queue"]
# newest lot (day 2) is consumed first: oldest 30 stays, newest drops 20 -> 10
self.assertEqual(queue[0][0], 30.0)
self.assertEqual(queue[-1][0], 10.0)
self.assertEqual(sum(slot[0] for slot in queue), 40.0)
self.assertEqual(sum(slot[2] for slot in queue), 40.0)
# average age skews older than the FIFO result (8.5) because the old lot is retained
self.assertEqual(get_average_age(queue, self.filters["to_date"]), 8.75)
def test_insufficient_balance(self):
"Reference: Case 3 in stock_ageing_fifo_logic.md (same wh)"
sle = [

View File

@@ -6,21 +6,12 @@ import frappe
def get_context(context):
project_user = frappe.db.get_value(
"Project User",
{"parent": frappe.form_dict.project, "user": frappe.session.user},
["user", "view_attachments", "hide_timesheets"],
as_dict=True,
)
if frappe.session.user != "Administrator" and (not project_user or frappe.session.user == "Guest"):
raise frappe.PermissionError
project_user = validate_and_get_project_user(project=frappe.form_dict.project)
context.no_cache = 1
context.show_sidebar = True
project = frappe.get_doc("Project", frappe.form_dict.project)
project.has_permission("read")
project.tasks = get_tasks(
project.name, start=0, item_status="open", search=frappe.form_dict.get("search")
)
@@ -64,6 +55,22 @@ def get_tasks(project, start=0, search=None, item_status=None):
return list(filter(lambda x: not x.parent_task, tasks))
@frappe.whitelist()
def get_task_html(project: str, start: int = 0, item_status: str | None = None):
validate_and_get_project_user(project=project)
return frappe.render_template(
"erpnext/templates/includes/projects/project_tasks.html",
{
"doc": {
"name": project,
"project_name": project,
"tasks": get_tasks(project, start, item_status=item_status),
}
},
is_path=True,
)
def get_timesheets(project, start=0, search=None):
filters = {"project": project}
if search:
@@ -89,9 +96,28 @@ def get_timesheets(project, start=0, search=None):
return timesheets
@frappe.whitelist()
def get_timesheet_html(project: str, start: int = 0):
validate_and_get_project_user(project=project)
return frappe.render_template(
"erpnext/templates/includes/projects/project_timesheets.html",
{"doc": {"timesheets": get_timesheets(project, start)}},
is_path=True,
)
def get_attachments(project):
return frappe.get_all(
"File",
filters={"attached_to_name": project, "attached_to_doctype": "Project", "is_private": 0},
fields=["file_name", "file_url", "file_size"],
)
def validate_and_get_project_user(project: str):
project_doc = frappe.get_doc("Project", project)
project_doc.check_permission()
project_user = next((d for d in project_doc.users if d.user == frappe.session.user), None)
return project_user

View File

@@ -0,0 +1,72 @@
# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import frappe
from erpnext.projects.doctype.project.test_project import make_project
from erpnext.templates.pages.projects import validate_and_get_project_user
from erpnext.tests.utils import ERPNextTestSuite
class TestProjectsPage(ERPNextTestSuite):
"""validate_and_get_project_user() gates the /projects portal page. It must raise
frappe.PermissionError for a user who can't read the Project, and otherwise return
that user's Project User row (or None if they're permitted but not listed as one --
e.g. an internal Projects Manager browsing the portal)."""
def _create_user(self, email):
if not frappe.db.exists("User", email):
frappe.get_doc(
{
"doctype": "User",
"email": email,
"first_name": "Portal",
"send_welcome_email": 0,
}
).insert(ignore_permissions=True)
return email
def test_raises_permission_error_for_user_without_access(self):
project = make_project({"project_name": f"_Test Portal Access {frappe.generate_hash(length=6)}"})
outsider = self._create_user(f"outsider_{frappe.generate_hash(length=6)}@example.com")
with self.set_user(outsider):
self.assertRaises(frappe.PermissionError, validate_and_get_project_user, project.name)
def test_allows_user_listed_as_project_user_and_returns_their_row(self):
# Being a Project User shares the Project with that user (see
# Project.control_access_for_project_users), which is what lets them past
# check_permission() here.
member = self._create_user(f"member_{frappe.generate_hash(length=6)}@example.com")
project = frappe.get_doc(
doctype="Project",
project_name=f"_Test Portal Access {frappe.generate_hash(length=6)}",
status="Open",
company="_Test Company",
)
project.append(
"users", {"user": member, "view_attachments": 1, "hide_timesheets": 1, "welcome_email_sent": 1}
)
project.insert()
with self.set_user(member):
project_user = validate_and_get_project_user(project.name)
self.assertIsNotNone(project_user)
self.assertEqual(project_user.user, member)
self.assertEqual(project_user.view_attachments, 1)
self.assertEqual(project_user.hide_timesheets, 1)
def test_allows_internally_permitted_user_not_listed_as_project_user(self):
# The permission gate must be the real permission system (check_permission()),
# not "is this user in the Project's users child table" -- a Projects Manager
# can open any project's portal page without ever being added as its user.
project = make_project({"project_name": f"_Test Portal Access {frappe.generate_hash(length=6)}"})
manager = self._create_user(f"manager_{frappe.generate_hash(length=6)}@example.com")
frappe.get_doc("User", manager).add_roles("Projects Manager")
with self.set_user(manager):
project_user = validate_and_get_project_user(project.name)
self.assertIsNone(project_user)