def make_delivery_trip(source_name, target_doc=None):
def update_stop_details(source_doc, target_doc, source_parent):
target_doc.customer = source_parent.customer
target_doc.address = source_parent.shipping_address_name
target_doc.customer_address = source_parent.shipping_address
target_doc.contact = source_parent.contact_person
target_doc.customer_contact = source_parent.contact_display
target_doc.grand_total = source_parent.grand_total
# Append unique Delivery Notes in Delivery Trip
delivery_notes.append(target_doc.delivery_note)
delivery_notes = []
doclist = get_mapped_doc(
"Delivery Note", source_name, {
"Delivery Note": {
"doctype": "Delivery Trip",
"validation": {
"docstatus": ["=", 1]
}
},
"Delivery Note Item": {
"doctype": "Delivery Stop",
"field_map": {
"parent": "delivery_note"
},
"condition": lambda item: item.parent not in delivery_notes,
"postprocess": update_stop_details
}
}, target_doc)
return doclist
def make_maintenance_visit(source_name, target_doc=None):
from dataent.model.mapper import get_mapped_doc, map_child_doc
def _update_links(source_doc, target_doc, source_parent):
target_doc.prevdoc_doctype = source_parent.doctype
target_doc.prevdoc_docname = source_parent.name
visit = dataent.db.sql(
"""select t1.name
from `tabMaintenance Visit` t1, `tabMaintenance Visit Purpose` t2
where t2.parent=t1.name and t2.prevdoc_docname=%s
and t1.docstatus=1 and t1.completion_status='Fully Completed'""",
source_name)
if not visit:
target_doc = get_mapped_doc("Warranty Claim", source_name, {
"Warranty Claim": {
"doctype": "Maintenance Visit",
"field_map": {}
}
}, target_doc)
source_doc = dataent.get_doc("Warranty Claim", source_name)
if source_doc.get("item_code"):
table_map = {
"doctype": "Maintenance Visit Purpose",
"postprocess": _update_links
}
map_child_doc(source_doc, target_doc, table_map, source_doc)
return target_doc
def make_maintenance_visit(source_name, target_doc=None):
from dataent.model.mapper import get_mapped_doc
def update_status(source, target, parent):
target.maintenance_type = "Scheduled"
doclist = get_mapped_doc(
"Maintenance Schedule", source_name, {
"Maintenance Schedule": {
"doctype": "Maintenance Visit",
"field_map": {
"name": "maintenance_schedule"
},
"validation": {
"docstatus": ["=", 1]
},
"postprocess": update_status
},
"Maintenance Schedule Item": {
"doctype": "Maintenance Visit Purpose",
"field_map": {
"parent": "prevdoc_docname",
"parenttype": "prevdoc_doctype",
"sales_person": "service_person"
}
}
}, target_doc)
return doclist
def make_supplier_scorecard(source_name, target_doc=None):
def update_criteria_fields(obj, target, source_parent):
target.max_score, target.formula = dataent.db.get_value('Supplier Scorecard Criteria',
obj.criteria_name, ['max_score', 'formula'])
def post_process(source, target):
variables = []
for cr in target.criteria:
for var in get_variables(cr.criteria_name):
if var not in variables:
variables.append(var)
target.extend('variables', variables)
doc = get_mapped_doc("Supplier Scorecard", source_name, {
"Supplier Scorecard": {
"doctype": "Supplier Scorecard Period"
},
"Supplier Scorecard Scoring Criteria": {
"doctype": "Supplier Scorecard Scoring Criteria",
"postprocess": update_criteria_fields,
}
}, target_doc, post_process)
return doc
def make_supplier_quotation(source_name, for_supplier, target_doc=None):
def postprocess(source, target_doc):
target_doc.supplier = for_supplier
args = get_party_details(for_supplier,
party_type="Supplier",
ignore_permissions=True)
target_doc.currency = args.currency or get_party_account_currency(
'Supplier', for_supplier, source.company)
target_doc.buying_price_list = args.buying_price_list or dataent.db.get_value(
'Buying Settings', None, 'buying_price_list')
set_missing_values(source, target_doc)
doclist = get_mapped_doc(
"Request for Quotation", source_name, {
"Request for Quotation": {
"doctype": "Supplier Quotation",
"validation": {
"docstatus": ["=", 1]
}
},
"Request for Quotation Item": {
"doctype": "Supplier Quotation Item",
"field_map": {
"name": "request_for_quotation_item",
"parent": "request_for_quotation"
},
}
}, target_doc, postprocess)
return doclist
def _make_customer(source_name, target_doc=None, ignore_permissions=False):
def set_missing_values(source, target):
if source.company_name:
target.customer_type = "Company"
target.customer_name = source.company_name
else:
target.customer_type = "Individual"
target.customer_name = source.lead_name
target.customer_group = dataent.db.get_default("Customer Group")
doclist = get_mapped_doc("Lead",
source_name, {
"Lead": {
"doctype": "Customer",
"field_map": {
"name": "lead_name",
"company_name": "customer_name",
"contact_no": "phone_1",
"fax": "fax_1"
}
}
},
target_doc,
set_missing_values,
ignore_permissions=ignore_permissions)
return doclist
def make_quotation(source_name, target_doc=None):
def set_missing_values(source, target):
from epaas.controllers.accounts_controller import get_default_taxes_and_charges
quotation = dataent.get_doc(target)
company_currency = dataent.get_cached_value('Company',
quotation.company,
"default_currency")
if quotation.quotation_to == 'Customer' and quotation.party_name:
party_account_currency = get_party_account_currency(
"Customer", quotation.party_name, quotation.company)
else:
party_account_currency = company_currency
quotation.currency = party_account_currency or company_currency
if company_currency == quotation.currency:
exchange_rate = 1
else:
exchange_rate = get_exchange_rate(quotation.currency,
company_currency,
quotation.transaction_date,
args="for_selling")
quotation.conversion_rate = exchange_rate
# get default taxes
taxes = get_default_taxes_and_charges(
"Sales Taxes and Charges Template", company=quotation.company)
if taxes.get('taxes'):
quotation.update(taxes)
quotation.run_method("set_missing_values")
quotation.run_method("calculate_taxes_and_totals")
if not source.with_items:
quotation.opportunity = source.name
doclist = get_mapped_doc(
"Opportunity", source_name, {
"Opportunity": {
"doctype": "Quotation",
"field_map": {
"opportunity_from": "quotation_to",
"opportunity_type": "order_type",
"name": "enq_no",
}
},
"Opportunity Item": {
"doctype": "Quotation Item",
"field_map": {
"parent": "prevdoc_docname",
"parenttype": "prevdoc_doctype",
"uom": "stock_uom"
},
"add_if_empty": True
}
}, target_doc, set_missing_values)
return doclist
def make_maintenance_visit(source_name, target_doc=None):
visit = dataent.db.sql(
"""select t1.name
from `tabMaintenance Visit` t1, `tabMaintenance Visit Purpose` t2
where t2.parent=t1.name and t2.prevdoc_docname=%s
and t1.docstatus=1 and t1.completion_status='Fully Completed'""",
source_name)
if not visit:
doclist = get_mapped_doc(
"Sales Order", source_name, {
"Sales Order": {
"doctype": "Maintenance Visit",
"validation": {
"docstatus": ["=", 1]
}
},
"Sales Order Item": {
"doctype": "Maintenance Visit Purpose",
"field_map": {
"parent": "prevdoc_docname",
"parenttype": "prevdoc_doctype"
},
"add_if_empty": True
}
}, target_doc)
return doclist
def enroll_student(source_name):
"""Creates a Student Record and returns a Program Enrollment.
:param source_name: Student Applicant.
"""
dataent.publish_realtime('enroll_student_progress', {"progress": [1, 4]},
user=dataent.session.user)
student = get_mapped_doc("Student Applicant",
source_name, {
"Student Applicant": {
"doctype": "Student",
"field_map": {
"name": "student_applicant"
}
}
},
ignore_permissions=True)
student.save()
program_enrollment = dataent.new_doc("Program Enrollment")
program_enrollment.student = student.name
program_enrollment.student_name = student.title
program_enrollment.program = dataent.db.get_value("Student Applicant",
source_name, "program")
dataent.publish_realtime('enroll_student_progress', {"progress": [4, 4]},
user=dataent.session.user)
return program_enrollment
def make_project(source_name, target_doc=None):
def postprocess(source, doc):
doc.project_type = "External"
doc.project_name = source.name
doc = get_mapped_doc(
"Sales Order", source_name, {
"Sales Order": {
"doctype": "Project",
"validation": {
"docstatus": ["=", 1]
},
"field_map": {
"name": "sales_order",
"base_grand_total": "estimated_costing",
}
},
"Sales Order Item": {
"doctype": "Project Task",
"field_map": {
"item_code": "title",
},
}
}, target_doc, postprocess)
return doc
def make_maintenance_schedule(source_name, target_doc=None):
maint_schedule = dataent.db.sql(
"""select t1.name
from `tabMaintenance Schedule` t1, `tabMaintenance Schedule Item` t2
where t2.parent=t1.name and t2.sales_order=%s and t1.docstatus=1""",
source_name)
if not maint_schedule:
doclist = get_mapped_doc(
"Sales Order", source_name, {
"Sales Order": {
"doctype": "Maintenance Schedule",
"validation": {
"docstatus": ["=", 1]
}
},
"Sales Order Item": {
"doctype": "Maintenance Schedule Item",
"field_map": {
"parent": "sales_order"
},
"add_if_empty": True
}
}, target_doc)
return doclist
def make_stock_entry(source_name, target_doc=None):
def update_item(obj, target, source_parent):
target.t_warehouse = source_parent.wip_warehouse
def set_missing_values(source, target):
target.purpose = "Material Transfer for Manufacture"
target.from_bom = 1
target.fg_completed_qty = source.get('for_quantity', 0) - source.get(
'transferred_qty', 0)
target.calculate_rate_and_amount()
target.set_missing_values()
doclist = get_mapped_doc(
"Job Card", source_name, {
"Job Card": {
"doctype": "Stock Entry",
"field_map": {
"name": "job_card",
"for_quantity": "fg_completed_qty"
},
},
"Job Card Item": {
"doctype": "Stock Entry Detail",
"field_map": {
"source_warehouse": "s_warehouse",
"required_qty": "qty",
"uom": "stock_uom"
},
"postprocess": update_item,
}
}, target_doc, set_missing_values)
return doclist
def make_material_request(source_name, target_doc=None):
def update_item(obj, target, source_parent):
target.warehouse = source_parent.wip_warehouse
def set_missing_values(source, target):
target.material_request_type = "Material Transfer"
doclist = get_mapped_doc(
"Job Card", source_name, {
"Job Card": {
"doctype": "Material Request",
"field_map": {
"name": "job_card",
},
},
"Job Card Item": {
"doctype": "Material Request Item",
"field_map": {
"required_qty": "qty",
"uom": "stock_uom"
},
"postprocess": update_item,
}
}, target_doc, set_missing_values)
return doclist
def make_purchase_order(source_name):
def update_item(source, target, source_parent):
target_qty = source.get("qty") - source.get("ordered_qty")
target.qty = target_qty if not flt(target_qty) < 0 else 0
item = get_item_defaults(target.item_code, source_parent.company)
if item:
target.item_name = item.get("item_name")
target.description = item.get("description")
target.uom = item.get("stock_uom")
target.warehouse = item.get("default_warehouse")
target_doc = get_mapped_doc(
"Blanket Order", source_name, {
"Blanket Order": {
"doctype": "Purchase Order"
},
"Blanket Order Item": {
"doctype": "Purchase Order Item",
"field_map": {
"rate": "blanket_order_rate",
"parent": "blanket_order"
},
"postprocess": update_item
}
})
return target_doc
def make_installation_note(source_name, target_doc=None):
def update_item(obj, target, source_parent):
target.qty = flt(obj.qty) - flt(obj.installed_qty)
target.serial_no = obj.serial_no
doclist = get_mapped_doc(
"Delivery Note", source_name, {
"Delivery Note": {
"doctype": "Installation Note",
"validation": {
"docstatus": ["=", 1]
}
},
"Delivery Note Item": {
"doctype": "Installation Note Item",
"field_map": {
"name": "prevdoc_detail_docname",
"parent": "prevdoc_docname",
"parenttype": "prevdoc_doctype",
},
"postprocess": update_item,
"condition": lambda doc: doc.installed_qty < doc.qty
}
}, target_doc)
return doclist
def generate_fee(fee_schedule):
doc = dataent.get_doc("Fee Schedule", fee_schedule)
error = False
total_records = sum([int(d.total_students) for d in doc.student_groups])
created_records = 0
if not total_records:
dataent.throw(_("Please setup Students under Student Groups"))
for d in doc.student_groups:
students = get_students(d.student_group, doc.academic_year,
doc.academic_term, doc.student_category)
for student in students:
try:
fees_doc = get_mapped_doc(
"Fee Schedule", fee_schedule, {
"Fee Schedule": {
"doctype": "Fees",
"field_map": {
"name": "Fee Schedule"
}
}
})
fees_doc.student = student.student
fees_doc.student_name = student.student_name
fees_doc.program = student.program
fees_doc.student_batch = student.student_batch_name
fees_doc.send_payment_request = doc.send_email
fees_doc.save()
fees_doc.submit()
created_records += 1
dataent.publish_realtime("fee_schedule_progress", {
"progress":
str(int(created_records * 100 / total_records))
},
user=dataent.session.user)
except Exception as e:
error = True
err_msg = dataent.local.message_log and "\n\n".join(
dataent.local.message_log) or cstr(e)
if error:
dataent.db.rollback()
dataent.db.set_value("Fee Schedule", fee_schedule,
"fee_creation_status", "Failed")
dataent.db.set_value("Fee Schedule", fee_schedule, "error_log",
err_msg)
else:
dataent.db.set_value("Fee Schedule", fee_schedule,
"fee_creation_status", "Successful")
dataent.db.set_value("Fee Schedule", fee_schedule, "error_log", None)
dataent.publish_realtime("fee_schedule_progress", {
"progress": "100",
"reload": 1
},
user=dataent.session.user)
def get_fee_structure(source_name, target_doc=None):
fee_request = get_mapped_doc(
"Fee Structure",
source_name, {"Fee Structure": {
"doctype": "Fee Schedule"
}},
ignore_permissions=True)
return fee_request
def make_employee(source_name, target_doc=None):
def set_missing_values(source, target):
target.personal_email = dataent.db.get_value("Job Applicant", source.job_applicant, "email_id")
doc = get_mapped_doc("Job Offer", source_name, {
"Job Offer": {
"doctype": "Employee",
"field_map": {
"applicant_name": "employee_name",
}}
}, target_doc, set_missing_values)
return doc
def fetch_appraisal_template(source_name, target_doc=None):
target_doc = get_mapped_doc(
"Appraisal Template", source_name, {
"Appraisal Template": {
"doctype": "Appraisal",
},
"Appraisal Template Goal": {
"doctype": "Appraisal Goal",
}
}, target_doc)
return target_doc
def make_loan(source_name, target_doc=None):
doclist = get_mapped_doc(
"Loan Application", source_name, {
"Loan Application": {
"doctype": "Loan",
"validation": {
"docstatus": ["=", 1]
}
}
}, target_doc)
return doclist
def make_fee_schedule(source_name, target_doc=None):
return get_mapped_doc(
"Fee Structure", source_name, {
"Fee Structure": {
"doctype": "Fee Schedule",
"validation": {
"docstatus": ["=", 1],
}
},
"Fee Component": {
"doctype": "Fee Component"
}
}, target_doc)
def make_proof_submission(source_name, target_doc=None):
doclist = get_mapped_doc(
"Employee Tax Exemption Declaration", source_name, {
"Employee Tax Exemption Declaration": {
"doctype": "Employee Tax Exemption Proof Submission",
"field_no_map":
["monthly_house_rent", "monthly_hra_exemption"]
},
"Employee Tax Exemption Declaration Category": {
"doctype": "Employee Tax Exemption Proof Submission Detail",
"add_if_empty": True
}
}, target_doc)
return doclist
def make_request_for_quotation(source_name, target_doc=None):
doclist = get_mapped_doc(
"Opportunity", source_name, {
"Opportunity": {
"doctype": "Request for Quotation"
},
"Opportunity Item": {
"doctype":
"Request for Quotation Item",
"field_map": [["name", "opportunity_item"],
["parent", "opportunity"], ["uom", "uom"]]
}
}, target_doc)
return doclist
def make_quotation(source_name, target_doc=None):
target_doc = get_mapped_doc("Lead", source_name, {
"Lead": {
"doctype": "Quotation",
"field_map": {
"name": "party_name"
}
}
}, target_doc)
target_doc.quotation_to = "Lead"
target_doc.run_method("set_missing_values")
target_doc.run_method("set_other_charges")
target_doc.run_method("calculate_taxes_and_totals")
return target_doc
def make_packing_slip(source_name, target_doc=None):
doclist = get_mapped_doc(
"Delivery Note", source_name, {
"Delivery Note": {
"doctype": "Packing Slip",
"field_map": {
"name": "delivery_note",
"letter_head": "letter_head"
},
"validation": {
"docstatus": ["=", 0]
}
}
}, target_doc)
return doclist
def get_item_from_material_requests_based_on_supplier(source_name,
target_doc=None):
mr_items_list = dataent.db.sql("""
SELECT
mr.name, mr_item.item_code
FROM
`tabItem` as item,
`tabItem Supplier` as item_supp,
`tabMaterial Request Item` as mr_item,
`tabMaterial Request` as mr
WHERE item_supp.supplier = %(supplier)s
AND item.name = item_supp.parent
AND mr_item.parent = mr.name
AND mr_item.item_code = item.name
AND mr.status != "Stopped"
AND mr.material_request_type = "Purchase"
AND mr.docstatus = 1
AND mr.per_ordered < 99.99""", {"supplier": source_name},
as_dict=1)
material_requests = {}
for d in mr_items_list:
material_requests.setdefault(d.name, []).append(d.item_code)
for mr, items in material_requests.items():
target_doc = get_mapped_doc(
"Material Request", mr, {
"Material Request": {
"doctype": "Request for Quotation",
"validation": {
"docstatus": ["=", 1],
"material_request_type": ["=", "Purchase"],
}
},
"Material Request Item": {
"doctype":
"Request for Quotation Item",
"condition":
lambda row: row.item_code in items,
"field_map": [["name", "material_request_item"],
["parent", "material_request"],
["uom", "uom"]]
}
}, target_doc)
return target_doc
def _make_sales_order(source_name, target_doc=None, ignore_permissions=False):
customer = _make_customer(source_name, ignore_permissions)
def set_missing_values(source, target):
if customer:
target.customer = customer.name
target.customer_name = customer.customer_name
target.ignore_pricing_rule = 1
target.flags.ignore_permissions = ignore_permissions
target.run_method("set_missing_values")
target.run_method("calculate_taxes_and_totals")
def update_item(obj, target, source_parent):
target.stock_qty = flt(obj.qty) * flt(obj.conversion_factor)
doclist = get_mapped_doc("Quotation", source_name, {
"Quotation": {
"doctype": "Sales Order",
"validation": {
"docstatus": ["=", 1]
}
},
"Quotation Item": {
"doctype": "Sales Order Item",
"field_map": {
"parent": "prevdoc_docname"
},
"postprocess": update_item
},
"Sales Taxes and Charges": {
"doctype": "Sales Taxes and Charges",
"add_if_empty": True
},
"Sales Team": {
"doctype": "Sales Team",
"add_if_empty": True
},
"Payment Schedule": {
"doctype": "Payment Schedule",
"add_if_empty": True
}
}, target_doc, set_missing_values, ignore_permissions=ignore_permissions)
# postprocess: fetch shipping address, set missing values
return doclist
def make_stock_entry(source_name, target_doc=None):
doc = get_mapped_doc("Purchase Invoice", source_name, {
"Purchase Invoice": {
"doctype": "Stock Entry",
"validation": {
"docstatus": ["=", 1]
}
},
"Purchase Invoice Item": {
"doctype": "Stock Entry Detail",
"field_map": {
"stock_qty": "transfer_qty",
"batch_no": "batch_no"
},
}
}, target_doc)
return doc
def make_supplier_quotation(source_name, target_doc=None):
doclist = get_mapped_doc(
"Opportunity", source_name, {
"Opportunity": {
"doctype": "Supplier Quotation",
"field_map": {
"name": "opportunity"
}
},
"Opportunity Item": {
"doctype": "Supplier Quotation Item",
"field_map": {
"uom": "stock_uom"
}
}
}, target_doc)
return doclist
def make_opportunity(source_name, target_doc=None):
target_doc = get_mapped_doc(
"Lead", source_name, {
"Lead": {
"doctype": "Opportunity",
"field_map": {
"campaign_name": "campaign",
"doctype": "opportunity_from",
"name": "party_name",
"lead_name": "contact_display",
"company_name": "customer_name",
"email_id": "contact_email",
"mobile_no": "contact_mobile"
}
}
}, target_doc)
return target_doc
