def get_appr_user_role(self, det, doctype_name, total, based_on, condition, item, company):
amt_list, appr_users, appr_roles = [], [], []
users, roles = '',''
if det:
for x in det:
amt_list.append(flt(x[0]))
max_amount = max(amt_list)
app_dtl = sql("select approving_user, approving_role from `tabAuthorization Rule` where transaction = %s and (value = %s or value > %s) and docstatus != 2 and based_on = %s and company = %s %s" % ('%s', '%s', '%s', '%s', '%s', condition), (doctype_name, flt(max_amount), total, based_on, company))
if not app_dtl:
app_dtl = sql("select approving_user, approving_role from `tabAuthorization Rule` where transaction = %s and (value = %s or value > %s) and docstatus != 2 and based_on = %s and ifnull(company,'') = '' %s" % ('%s', '%s', '%s', '%s', condition), (doctype_name, flt(max_amount), total, based_on))
for d in app_dtl:
if(d[0]): appr_users.append(d[0])
if(d[1]): appr_roles.append(d[1])
if not has_common(appr_roles, webnotes.user.get_roles()) and not has_common(appr_users, [session['user']]):
msg, add_msg = '',''
if max_amount:
dcc = get_company_currency(self.doc.company)
if based_on == 'Grand Total': msg = "since Grand Total exceeds %s. %s" % (dcc, flt(max_amount))
elif based_on == 'Itemwise Discount': msg = "since Discount exceeds %s for Item Code : %s" % (cstr(max_amount)+'%', item)
elif based_on == 'Average Discount' or based_on == 'Customerwise Discount': msg = "since Discount exceeds %s" % (cstr(max_amount)+'%')
if appr_users: add_msg = "Users : "+cstr(appr_users)
if appr_roles: add_msg = "Roles : "+cstr(appr_roles)
if appr_users and appr_roles: add_msg = "Users : "+cstr(appr_users)+" or "+"Roles : "+cstr(appr_roles)
msgprint("You are not authorize to submit this %s %s. Please send for approval to %s" % (doctype_name, msg, add_msg))
raise Exception
def get_comp(self):
ret = {}
type = []
comp = []
# ------ get period -----------
ret['period'] = ['Annual','Half Yearly','Quarterly','Monthly']
# ---- get companies ---------
from accounts.page.accounts_browser.accounts_browser import get_companies
ret['company'] = get_companies()
#--- to get fiscal year and start_date of that fiscal year -----
res = sql("select name, year_start_date from `tabFiscal Year`")
ret['fiscal_year'] = [r[0] for r in res]
ret['start_dates'] = {}
for r in res:
ret['start_dates'][r[0]] = str(r[1])
#--- from month and to month (for MIS - Comparison Report) -------
month_list = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
fiscal_start_month = sql("select MONTH(year_start_date) from `tabFiscal Year` where name = %s",(get_defaults()['fiscal_year']))
fiscal_start_month = fiscal_start_month and fiscal_start_month[0][0] or 1
mon = ['']
for i in range(fiscal_start_month,13): mon.append(month_list[i-1])
for i in range(0,fiscal_start_month-1): mon.append(month_list[i])
ret['month'] = mon
# ------------------------ get MIS Type on basis of roles of session user ------------------------------------------
if has_common(self.roles, ['Sales Manager']):
type.append('Sales')
if has_common(self.roles, ['Purchase Manager']):
type.append('Purchase')
ret['type'] = type
return ret
def get_comp(self):
ret = {}
type = []
comp = []
# ------ get period -----------
ret['period'] = ['Annual','Half Yearly','Quarterly','Monthly']
# ---- get companies ---------
from accounts.page.accounts_browser.accounts_browser import get_companies
ret['company'] = get_companies()
#--- to get fiscal year and start_date of that fiscal year -----
res = webnotes.conn.sql("select name, year_start_date from `tabFiscal Year`")
ret['fiscal_year'] = [r[0] for r in res]
ret['start_dates'] = {}
for r in res:
ret['start_dates'][r[0]] = str(r[1])
#--- from month and to month (for MIS - Comparison Report) -------
month_list = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
fiscal_start_month = webnotes.conn.sql("select MONTH(year_start_date) from `tabFiscal Year` where name = %s",(webnotes.defaults.get_global_default("fiscal_year")))
fiscal_start_month = fiscal_start_month and fiscal_start_month[0][0] or 1
mon = ['']
for i in range(fiscal_start_month,13): mon.append(month_list[i-1])
for i in range(0,fiscal_start_month-1): mon.append(month_list[i])
ret['month'] = mon
# ------------------------ get MIS Type on basis of roles of session user ------------------------------------------
self.roles = webnotes.user.get_roles()
if has_common(self.roles, ['Sales Manager']):
type.append('Sales')
if has_common(self.roles, ['Purchase Manager']):
type.append('Purchase')
ret['type'] = type
return ret
def validate_rule(self):
if self.doc.transaction != 'Appraisal':
if not self.doc.approving_role and not self.doc.approving_user:
msgprint("Please enter Approving Role or Approving User", raise_exception=1)
elif self.doc.system_user and self.doc.system_user == self.doc.approving_user:
msgprint("Approving User cannot be same as user the rule is Applicable To (User)",
raise_exception=1)
elif self.doc.system_role and self.doc.system_role == self.doc.approving_role:
msgprint("Approving Role cannot be same as user the rule is \
Applicable To (Role).", raise_exception=1)
elif self.doc.system_user and self.doc.approving_role and \
has_common([self.doc.approving_role], [x[0] for x in \
sql("select role from `tabUserRole` where parent = '%s'" % \
(self.doc.system_user))]):
msgprint("System User : %s is assigned role : %s. So rule does not make sense" %
(self.doc.system_user,self.doc.approving_role), raise_exception=1)
elif self.doc.transaction in ['Purchase Order', 'Purchase Receipt', \
'Purchase Invoice', 'Stock Entry'] and self.doc.based_on \
in ['Average Discount', 'Customerwise Discount', 'Itemwise Discount']:
msgprint("You cannot set authorization on basis of Discount for %s" %
self.doc.transaction, raise_exception=1)
elif self.doc.based_on == 'Average Discount' and flt(self.doc.value) > 100.00:
msgprint("Discount cannot given for more than 100%", raise_exception=1)
elif self.doc.based_on == 'Customerwise Discount' and not self.doc.master_name:
msgprint("Please enter Customer Name for 'Customerwise Discount'",
raise_exception=1)
else:
if self.doc.transaction == 'Appraisal' and self.doc.based_on != 'Not Applicable':
msgprint("Based on should be 'Not Applicable' while setting authorization rule\
for 'Appraisal'", raise_exception=1)
def validate_rule(self):
if not self.doc.transaction == 'Expense Voucher' and not self.doc.transaction == 'Appraisal':
if not self.doc.approving_role and not self.doc.approving_user:
msgprint("Please enter Approving Role or Approving User")
raise Exception
elif self.doc.system_user and self.doc.system_user == self.doc.approving_user:
msgprint("Approving User cannot be same as user the rule is Applicable To (User).")
raise Exception
elif self.doc.system_role and self.doc.system_role == self.doc.approving_role:
msgprint("Approving Role cannot be same as user the rule is Applicable To (Role).")
raise Exception
elif self.doc.system_user and self.doc.approving_role and has_common([self.doc.approving_role],[x[0] for x in sql("select role from `tabUserRole` where parent = '%s'" % (self.doc.system_user))]):
msgprint("System User : %s is assigned role : %s. So rule does not make sense." % (self.doc.system_user,self.doc.approving_role))
raise Exception
elif (self.doc.transaction == 'Purchase Order' or self.doc.transaction == 'Purchase Receipt' or self.doc.transaction == 'Purchase Invoice' or self.doc.transaction == 'Stock Entry') and (self.doc.based_on == 'Average Discount' or self.doc.based_on == 'Customerwise Discount' or self.doc.based_on == 'Itemwise Discount'):
msgprint("You cannot set authorization on basis of Discount for %s." % (self.doc.transaction))
raise Exception
elif self.doc.based_on == 'Average Discount' and flt(self.doc.value) > 100.00:
msgprint("Discount cannot given for more than 100 %s." % ('%'))
raise Exception
elif self.doc.based_on == 'Customerwise Discount' and not self.doc.master_name:
msgprint("Please enter Customer Name for 'Customerwise Discount'")
raise Exception
else:
if self.doc.transaction == 'Appraisal' and self.doc.based_on != 'Not Applicable':
msgprint("Based on is 'Not Applicable' while setting authorization rule for 'Appraisal'")
raise Exception
if self.doc.transaction == 'Expense Voucher' and self.doc.based_on != 'Total Claimed Amount':
msgprint("Authorization rule should be based on 'Total Calimed Amount' while setting authorization rule for 'Expense Voucher'")
raise Exception
def account_expiry_reminder(self):
import webnotes.utils
from datetime import datetime
# Payment Reminder in case of not enough balance
cr_reqd = cint(self.doc.total_users)
days_left = cint(self.calc_days())
# check if account balance is sufficient
if cint(self.doc.credit_balance)<(cr_reqd):
# Difference between last payment date and current date
if self.doc.last_deduction_date: last_payment = date_diff(nowdate(),self.doc.last_deduction_date)
else: last_payment = -1
# 7 days extension
remaining_days = days_left - 24
if last_payment > 30 or last_payment == -1:
if remaining_days < 8 and remaining_days >= 1:
return "Your account will be de-activated in " + cstr(remaining_days) + " days. Please contact your System Manager to buy credits."
elif remaining_days==0:
return "Your account will be disabled from tomorrow. Please contact your System Manager to buy credits."
elif not has_common(['Administrator'],webnotes.user.get_roles()):
return "Stopped"
# check if user account is extended for seven days
if cint(self.doc.is_trial_account)==0:
if days_left < 10 and days_left >= 0:
return "You have only %s Credits in your account. Buy credits before %s." % (cint(self.doc.credit_balance),formatdate(self.next_bill_sdate))
def trial_payment_reminders(self):
if cint(self.doc.is_trial_account)==1:
# Trial Period Expiry
trial_end_date = add_days(self.doc.account_start_date, 30)
days = date_diff(trial_end_date, nowdate())
# check if trial period has expired
if days < 10 and days >= 0 and has_common(['System Manager'],webnotes.user.get_roles()):
return "Your Trial Period expires on '%s'. Please buy credits online using Manage Account." % (formatdate(trial_end_date))
# trial period has already expired
elif days < 0 and days >= -6:
extended_days = 7 + days
return "Your Trial Period has expired on %s. However, your account will be live for %s days. Please contact your System Manager to buy credits." % (formatdate(trial_end_date),cstr(extended_days))
elif not has_common(['Administrator'],webnotes.user.get_roles()) and days < -6:
return "Stopped"
# Account is not a trial account
else:
return self.account_expiry_reminder()
def get_comp(self):
ret = {}
type = []
comp = []
# ------ get period -----------
ret["period"] = ["Annual", "Half Yearly", "Quarterly", "Monthly"]
# ---- get companies ---------
res = sql("select name from `tabCompany`")
for r in res:
comp.append(r[0])
# comp.append(r[0] for r in res)
ret["company"] = comp
# --- to get fiscal year and start_date of that fiscal year -----
res = sql("select name, year_start_date from `tabFiscal Year`")
ret["fiscal_year"] = [r[0] for r in res]
ret["start_dates"] = {}
for r in res:
ret["start_dates"][r[0]] = str(r[1])
# --- from month and to month (for MIS - Comparison Report) -------
month_list = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"]
fiscal_start_month = sql(
"select MONTH(year_start_date) from `tabFiscal Year` where name = %s", (get_defaults()["fiscal_year"])
)
fiscal_start_month = fiscal_start_month and fiscal_start_month[0][0] or 1
mon = [""]
for i in range(fiscal_start_month, 13):
mon.append(month_list[i - 1])
for i in range(0, fiscal_start_month - 1):
mon.append(month_list[i])
ret["month"] = mon
# ------------------------ get MIS Type on basis of roles of session user ------------------------------------------
if has_common(self.roles, ["Sales Manager"]):
type.append("Sales")
if has_common(self.roles, ["Purchase Manager"]):
type.append("Purchase")
ret["type"] = type
return ret
def check_approving_authority(self, doctype_name, grand_total):
det = sql("select amount from `tabApproval Structure` where doctype_name = '%s' and parent = 'Authorization Rules' and amount <= '%s'" % (doctype_name, grand_total))
amt_list, auth_users = [], []
if det:
for x in det:
amt_list.append(flt(x[0]))
max_amount = max(amt_list)
# Get names of all approving authority with max amount
for d in sql("select approving_authority from `tabApproval Structure` where doctype_name = '%s' and parent = 'Authorization Rules' and amount = '%s'" % (doctype_name, flt(max_amount))): auth_users.append(d[0])
for x in sql("select approving_authority from `tabApproval Structure` where doctype_name = '%s' and parent = 'Authorization Rules' and amount > '%s'" % (doctype_name, grand_total)): auth_users.append(x[0])
if not has_common(auth_users, session['data']['profile']['roles']):
msgprint("You do not have an authority to submit this %s. Only %s can submit since amount exceeds %s. %s" % (doctype_name, auth_users, get_defaults()['currency'], flt(max_amount)))
raise Exception
def get_comp(self):
ret = {}
type = []
ret["period"] = ["Annual", "Half Yearly", "Quarterly", "Monthly"]
from accounts.page.accounts_browser.accounts_browser import get_companies
ret["company"] = get_companies()
# --- to get fiscal year and start_date of that fiscal year -----
res = webnotes.conn.sql("select name, year_start_date from `tabFiscal Year`")
ret["fiscal_year"] = [r[0] for r in res]
ret["start_dates"] = {}
for r in res:
ret["start_dates"][r[0]] = str(r[1])
# --- from month and to month (for MIS - Comparison Report) -------
month_list = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"]
fiscal_start_month = webnotes.conn.sql(
"select MONTH(year_start_date) from `tabFiscal Year` where name = %s",
(webnotes.defaults.get_global_default("fiscal_year")),
)
fiscal_start_month = fiscal_start_month and fiscal_start_month[0][0] or 1
mon = [""]
for i in range(fiscal_start_month, 13):
mon.append(month_list[i - 1])
for i in range(0, fiscal_start_month - 1):
mon.append(month_list[i])
ret["month"] = mon
# get MIS Type on basis of roles of session user
self.roles = webnotes.user.get_roles()
if has_common(self.roles, ["Sales Manager"]):
type.append("Sales")
if has_common(self.roles, ["Purchase Manager"]):
type.append("Purchase")
ret["type"] = type
return ret
def validate_rule(self):
if self.doc.transaction != 'Appraisal':
if not self.doc.approving_role and not self.doc.approving_user:
msgprint("Please enter Approving Role or Approving User",
raise_exception=1)
elif self.doc.system_user and self.doc.system_user == self.doc.approving_user:
msgprint(
"Approving User cannot be same as user the rule is Applicable To (User)",
raise_exception=1)
elif self.doc.system_role and self.doc.system_role == self.doc.approving_role:
msgprint("Approving Role cannot be same as user the rule is \
Applicable To (Role).",
raise_exception=1)
elif self.doc.system_user and self.doc.approving_role and \
has_common([self.doc.approving_role], [x[0] for x in \
sql("select role from `tabUserRole` where parent = '%s'" % \
(self.doc.system_user))]):
msgprint(
"System User : %s is assigned role : %s. So rule does not make sense"
% (self.doc.system_user, self.doc.approving_role),
raise_exception=1)
elif self.doc.transaction in ['Purchase Order', 'Purchase Receipt', \
'Purchase Invoice', 'Stock Entry'] and self.doc.based_on \
in ['Average Discount', 'Customerwise Discount', 'Itemwise Discount']:
msgprint(
"You cannot set authorization on basis of Discount for %s"
% self.doc.transaction,
raise_exception=1)
elif self.doc.based_on == 'Average Discount' and flt(
self.doc.value) > 100.00:
msgprint("Discount cannot given for more than 100%",
raise_exception=1)
elif self.doc.based_on == 'Customerwise Discount' and not self.doc.master_name:
msgprint(
"Please enter Customer Name for 'Customerwise Discount'",
raise_exception=1)
else:
if self.doc.transaction == 'Appraisal' and self.doc.based_on != 'Not Applicable':
msgprint(
"Based on should be 'Not Applicable' while setting authorization rule\
for 'Appraisal'",
raise_exception=1)
