mirror of
https://github.com/itsdave-de/msp.git
synced 2025-05-06 15:35:12 +02:00
Auto Invoice Generator
This commit is contained in:
Beate Trzensiok
parent
e5286ee085
commit
90516857ce
0
msp/msp/doctype/auto_invoice_generator/__init__.py
Normal file
0
msp/msp/doctype/auto_invoice_generator/__init__.py
Normal file
@ -0,0 +1,8 @@
|
|||||||
|
// Copyright (c) 2022, itsdave GmbH and contributors
|
||||||
|
// For license information, please see license.txt
|
||||||
|
|
||||||
|
frappe.ui.form.on('Auto Invoice Generator', {
|
||||||
|
// refresh: function(frm) {
|
||||||
|
|
||||||
|
// }
|
||||||
|
});
|
||||||
@ -0,0 +1,97 @@
|
|||||||
|
{
|
||||||
|
"actions": [],
|
||||||
|
"allow_rename": 1,
|
||||||
|
"autoname": "AUTOINV-.#####",
|
||||||
|
"creation": "2022-08-29 13:47:37.295147",
|
||||||
|
"doctype": "DocType",
|
||||||
|
"editable_grid": 1,
|
||||||
|
"engine": "InnoDB",
|
||||||
|
"field_order": [
|
||||||
|
"invoicing_grouped_by",
|
||||||
|
"close_invoiced_delivery_notes_section",
|
||||||
|
"close",
|
||||||
|
"invoices_from_delivery_notes_section",
|
||||||
|
"customer",
|
||||||
|
"get_invoice",
|
||||||
|
"date",
|
||||||
|
"invoice_count",
|
||||||
|
"customer_count"
|
||||||
|
],
|
||||||
|
"fields": [
|
||||||
|
{
|
||||||
|
"fieldname": "invoicing_grouped_by",
|
||||||
|
"fieldtype": "Select",
|
||||||
|
"label": "Invoicing grouped by",
|
||||||
|
"options": "\nService and Goods\nService and Goods and Sales Order"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "close_invoiced_delivery_notes_section",
|
||||||
|
"fieldtype": "Section Break",
|
||||||
|
"label": "Close invoiced Delivery Notes"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "close",
|
||||||
|
"fieldtype": "Button",
|
||||||
|
"label": "Close"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "invoices_from_delivery_notes_section",
|
||||||
|
"fieldtype": "Section Break",
|
||||||
|
"label": "Invoices from delivery notes"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "customer",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"label": "Customer",
|
||||||
|
"options": "Customer"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "get_invoice",
|
||||||
|
"fieldtype": "Button",
|
||||||
|
"label": "Get Invoice",
|
||||||
|
"options": "get_invoice_dict"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "date",
|
||||||
|
"fieldtype": "Date",
|
||||||
|
"in_list_view": 1,
|
||||||
|
"label": "Date"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "invoice_count",
|
||||||
|
"fieldtype": "Int",
|
||||||
|
"in_list_view": 1,
|
||||||
|
"label": "Invoice count"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "customer_count",
|
||||||
|
"fieldtype": "Int",
|
||||||
|
"in_list_view": 1,
|
||||||
|
"label": "Customer count"
|
||||||
|
}
|
||||||
|
],
|
||||||
|
"index_web_pages_for_search": 1,
|
||||||
|
"links": [],
|
||||||
|
"modified": "2022-08-29 14:26:06.333736",
|
||||||
|
"modified_by": "Administrator",
|
||||||
|
"module": "MSP",
|
||||||
|
"name": "Auto Invoice Generator",
|
||||||
|
"owner": "Administrator",
|
||||||
|
"permissions": [
|
||||||
|
{
|
||||||
|
"create": 1,
|
||||||
|
"delete": 1,
|
||||||
|
"email": 1,
|
||||||
|
"export": 1,
|
||||||
|
"print": 1,
|
||||||
|
"read": 1,
|
||||||
|
"report": 1,
|
||||||
|
"role": "System Manager",
|
||||||
|
"share": 1,
|
||||||
|
"write": 1
|
||||||
|
}
|
||||||
|
],
|
||||||
|
"sort_field": "modified",
|
||||||
|
"sort_order": "DESC",
|
||||||
|
"track_changes": 1
|
||||||
|
}
|
||||||
209
msp/msp/doctype/auto_invoice_generator/auto_invoice_generator.py
Normal file
209
msp/msp/doctype/auto_invoice_generator/auto_invoice_generator.py
Normal file
@ -0,0 +1,209 @@
|
|||||||
|
# Copyright (c) 2022, itsdave GmbH and contributors
|
||||||
|
# For license information, please see license.txt
|
||||||
|
|
||||||
|
# import frappe
|
||||||
|
from frappe.model.document import Document
|
||||||
|
from doctest import debug
|
||||||
|
import frappe
|
||||||
|
from frappe.model.document import Document
|
||||||
|
from erpnext.accounts.party import set_taxes as party_st
|
||||||
|
from erpnext.stock.doctype.delivery_note.delivery_note import make_sales_invoice
|
||||||
|
from datetime import datetime
|
||||||
|
from frappe import ValidationError, _
|
||||||
|
|
||||||
|
class AutoInvoiceGenerator(Document):
|
||||||
|
|
||||||
|
@frappe.whitelist()
|
||||||
|
def close_invoiced_delivery_notes(self):
|
||||||
|
dns = frappe.get_all("Delivery Note", filters={"status": "To Bill"})
|
||||||
|
print(len(dns))
|
||||||
|
dns_to_close = []
|
||||||
|
|
||||||
|
for el in dns:
|
||||||
|
try:
|
||||||
|
make_sales_invoice(el["name"])
|
||||||
|
except ValidationError as e:
|
||||||
|
if str(e) == _("All these items have already been Invoiced/Returned"):
|
||||||
|
print(_("All these items have already been Invoiced/Returned") + " in: " + el["name"])
|
||||||
|
dns_to_close.append(el["name"])
|
||||||
|
count = 0
|
||||||
|
print(dns_to_close)
|
||||||
|
for pos in dns_to_close:
|
||||||
|
count +=1
|
||||||
|
frappe.db.set_value("Delivery Note", pos, "status", "Closed")
|
||||||
|
frappe.msgprint( str(count)+ " delivery notes were closed")
|
||||||
|
|
||||||
|
@frappe.whitelist()
|
||||||
|
def get_delivery_notes_for_invoicing(self):
|
||||||
|
|
||||||
|
#Funktion soll eine Liste aller Lieferscheine zurückgeben die abzurechnen sind
|
||||||
|
filters = {"status" : "to bill","is_return": 0, "project": "", "blocked_for_billing": 0 }
|
||||||
|
#filters = {"status" : "to bill","is_return": 0, "project": ""}
|
||||||
|
delivery_notes_list = frappe.get_all("Delivery Note", filters = filters, fields = ["name", "customer", "project"])
|
||||||
|
print(len(delivery_notes_list))
|
||||||
|
dl = [x.name for x in delivery_notes_list if x.project]
|
||||||
|
print(dl)
|
||||||
|
print(len(dl))
|
||||||
|
|
||||||
|
return delivery_notes_list
|
||||||
|
@frappe.whitelist()
|
||||||
|
def get_customer_for_invoicing(self, delivery_note):
|
||||||
|
|
||||||
|
#Funktion erstellt eine Liste von Kunden für die Rechnungen erstellt werden sollen
|
||||||
|
|
||||||
|
delivery_notes = self.get_delivery_notes_for_invoicing()
|
||||||
|
|
||||||
|
customer_list = [x.customer for x in delivery_notes]
|
||||||
|
|
||||||
|
customer_list_exc_duplicate = list(set(customer_list))
|
||||||
|
#print(customer_list_exc_duplicate)
|
||||||
|
|
||||||
|
return customer_list_exc_duplicate
|
||||||
|
|
||||||
|
def get_delivery_notes_for_customer(self, cust, delivery_notes):
|
||||||
|
|
||||||
|
#Funktion listet alle Lieferscheine für den jeweiligen Kunden auf
|
||||||
|
cust_del_note = []
|
||||||
|
|
||||||
|
for el in delivery_notes:
|
||||||
|
|
||||||
|
if el["customer"] == cust:
|
||||||
|
cust_del_note.append(el)
|
||||||
|
|
||||||
|
return cust_del_note
|
||||||
|
@frappe.whitelist()
|
||||||
|
def get_invoice_dict(self):
|
||||||
|
|
||||||
|
|
||||||
|
del_not = self.get_delivery_notes_for_invoicing()
|
||||||
|
print(del_not)
|
||||||
|
cust_list = self.get_customer_for_invoicing(del_not)
|
||||||
|
if self.customer:
|
||||||
|
customer_list = [self.customer]
|
||||||
|
else:
|
||||||
|
customer_list = cust_list
|
||||||
|
|
||||||
|
print(len(customer_list))
|
||||||
|
cust_count = 0
|
||||||
|
invoice_count = 0
|
||||||
|
for cust in customer_list:
|
||||||
|
print(cust)
|
||||||
|
cust_doc = frappe.get_doc("Customer",cust)
|
||||||
|
invoice_in_draft = frappe.get_all("Sales Invoice", filters = {"status" : "Draft", "customer": cust})
|
||||||
|
if len(invoice_in_draft) > 0:
|
||||||
|
print("nicht bearbeitet")
|
||||||
|
print(cust)
|
||||||
|
continue
|
||||||
|
else:
|
||||||
|
cust_count += 1
|
||||||
|
#if self.invoicing_grouped_by == "None":
|
||||||
|
|
||||||
|
delivery_note_list = self.get_delivery_notes_for_customer(cust,del_not)
|
||||||
|
#print(delivery_note_list)
|
||||||
|
if len(delivery_note_list) < 1:
|
||||||
|
frappe.msgprint("Keine abrechnenbaren Lieferscheine vorhanden")
|
||||||
|
sales_order_items = []
|
||||||
|
service_items = []
|
||||||
|
goods_items =[]
|
||||||
|
for dn in delivery_note_list:
|
||||||
|
|
||||||
|
item_doc = frappe.get_doc("Delivery Note", dn["name"])
|
||||||
|
|
||||||
|
for item in item_doc.items:
|
||||||
|
print(item.item_group)
|
||||||
|
invoice_doc_item = frappe.get_doc({
|
||||||
|
"doctype": "Sales Invoice Item",
|
||||||
|
"item_code": item.item_code,
|
||||||
|
"description": item.description,
|
||||||
|
"qty": item.qty,
|
||||||
|
"uom" : item.uom,
|
||||||
|
"rate": item.rate,
|
||||||
|
"sales_order": item.against_sales_order,
|
||||||
|
"dn_detail": item.name,
|
||||||
|
"parent": "delivery_note",
|
||||||
|
"delivery_note": dn["name"]
|
||||||
|
|
||||||
|
})
|
||||||
|
print(item.dn_detail)
|
||||||
|
print(dn["name"])
|
||||||
|
print(item.qty)
|
||||||
|
print(item.uom)
|
||||||
|
if item.item_group == "Dienstleistungen" or item.item_group == "Anfahrten" or item.item_group == "Arbeitszeiten Techniker" or item.item_group == "Anwendungsentwicklung":
|
||||||
|
service_items.append(invoice_doc_item)
|
||||||
|
elif item.against_sales_order:
|
||||||
|
sales_order_items.append(invoice_doc_item)
|
||||||
|
else:
|
||||||
|
goods_items.append(invoice_doc_item)
|
||||||
|
|
||||||
|
if self.invoicing_grouped_by == "Service and Goods and Sales Order":
|
||||||
|
self.create_invoice(cust, goods_items, "Ware " + cust_doc.customer_name)
|
||||||
|
if len(goods_items) > 0:
|
||||||
|
invoice_count += 1
|
||||||
|
self.create_invoice(cust, service_items, "Dienstleistung " + cust_doc.customer_name)
|
||||||
|
if len(service_items) > 0:
|
||||||
|
invoice_count += 1
|
||||||
|
#self.create_invoice(cust, sales_order_items, "Sales Order " + cust_doc.customer_name)
|
||||||
|
if len(sales_order_items) > 0:
|
||||||
|
print("Sales Order Check")
|
||||||
|
x = [i.sales_order for i in sales_order_items]
|
||||||
|
print(x)
|
||||||
|
a = list(set(x))
|
||||||
|
for el in a:
|
||||||
|
sal_ord_it = []
|
||||||
|
for i in sales_order_items:
|
||||||
|
if i.sales_order == el:
|
||||||
|
sal_ord_it.append(i)
|
||||||
|
self.create_invoice(cust, sal_ord_it, "Sales Order "+ el+ " " + cust_doc.customer_name)
|
||||||
|
invoice_count += 1
|
||||||
|
elif self.invoicing_grouped_by == "Service and Goods":
|
||||||
|
invoice_item = sales_order_items + goods_items
|
||||||
|
self.create_invoice(cust, invoice_item, "Ware " + cust_doc.customer_name)
|
||||||
|
if len(invoice_item) > 0:
|
||||||
|
invoice_count += 1
|
||||||
|
self.create_invoice(cust, service_items, "Dienstleistung " + cust_doc.customer_name)
|
||||||
|
if len(service_items) >0:
|
||||||
|
invoice_count += 1
|
||||||
|
else:
|
||||||
|
invoice_item = sales_order_items + service_items + goods_items
|
||||||
|
self.create_invoice(cust, invoice_item, "Dienstleistung und Ware "+ cust_doc.customer_name)
|
||||||
|
if len(invoice_item) > 0:
|
||||||
|
invoice_count += 1
|
||||||
|
frappe.msgprint("Für " + str(cust_count)+ " Kunden wurden " + str(invoice_count) + " Rechnungen erstellt.")
|
||||||
|
self.date = datetime.today().strftime('%Y-%m-%d')
|
||||||
|
self.invoice_count = invoice_count
|
||||||
|
self.customer_count = cust_count
|
||||||
|
def create_invoice(self,cust,invoice_doc_items,title):
|
||||||
|
invoice_doc = frappe.get_doc({
|
||||||
|
"doctype": "Sales Invoice",
|
||||||
|
"title": title,
|
||||||
|
"customer": cust,
|
||||||
|
"company": frappe.get_doc("Global Defaults").default_company,
|
||||||
|
"items": invoice_doc_items
|
||||||
|
})
|
||||||
|
if len(invoice_doc_items)>0:
|
||||||
|
settings_doc = frappe.get_single("Auto Invoice Generator Settings")
|
||||||
|
customer_doc = frappe.get_doc("Customer", cust )
|
||||||
|
|
||||||
|
if customer_doc.payment_terms:
|
||||||
|
invoice_doc.payment_terms_template = customer_doc.payment_terms
|
||||||
|
else:
|
||||||
|
invoice_doc.payment_terms_template = settings_doc.payment_terms_template
|
||||||
|
invoice_doc.tc_name = settings_doc.tc_name
|
||||||
|
tac_doc = frappe.get_doc("Terms and Conditions", settings_doc.tc_name)
|
||||||
|
invoice_doc.terms = tac_doc.terms
|
||||||
|
|
||||||
|
invoice_doc.taxes_and_charges = party_st(invoice_doc.customer, "Customer", invoice_doc.posting_date, invoice_doc.company)
|
||||||
|
taxes = frappe.get_doc("Sales Taxes and Charges Template", settings_doc.taxes_and_charges).taxes
|
||||||
|
|
||||||
|
for tax in taxes:
|
||||||
|
new_tax = frappe.get_doc({
|
||||||
|
"doctype": "Sales Taxes and Charges",
|
||||||
|
"charge_type": tax.charge_type,
|
||||||
|
"account_head": tax.account_head,
|
||||||
|
"rate": tax.rate,
|
||||||
|
"description": tax.description
|
||||||
|
})
|
||||||
|
invoice_doc.append("taxes", new_tax)
|
||||||
|
invoice_doc.save()
|
||||||
|
|
||||||
|
|
||||||
@ -0,0 +1,8 @@
|
|||||||
|
# Copyright (c) 2022, itsdave GmbH and Contributors
|
||||||
|
# See license.txt
|
||||||
|
|
||||||
|
# import frappe
|
||||||
|
import unittest
|
||||||
|
|
||||||
|
class TestAutoInvoiceGenerator(unittest.TestCase):
|
||||||
|
pass
|
||||||
@ -0,0 +1,8 @@
|
|||||||
|
// Copyright (c) 2022, itsdave GmbH and contributors
|
||||||
|
// For license information, please see license.txt
|
||||||
|
|
||||||
|
frappe.ui.form.on('Auto Invoice Generator Settings', {
|
||||||
|
// refresh: function(frm) {
|
||||||
|
|
||||||
|
// }
|
||||||
|
});
|
||||||
@ -0,0 +1,56 @@
|
|||||||
|
{
|
||||||
|
"actions": [],
|
||||||
|
"allow_rename": 1,
|
||||||
|
"creation": "2022-08-29 14:02:35.295304",
|
||||||
|
"doctype": "DocType",
|
||||||
|
"editable_grid": 1,
|
||||||
|
"engine": "InnoDB",
|
||||||
|
"field_order": [
|
||||||
|
"tc_name",
|
||||||
|
"payment_terms_template",
|
||||||
|
"taxes_and_charges"
|
||||||
|
],
|
||||||
|
"fields": [
|
||||||
|
{
|
||||||
|
"fieldname": "tc_name",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"label": "Terms and Conditions",
|
||||||
|
"options": "Terms and Conditions"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "payment_terms_template",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"label": "Payment Terms Template",
|
||||||
|
"options": "Payment Terms Template"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"fieldname": "taxes_and_charges",
|
||||||
|
"fieldtype": "Link",
|
||||||
|
"label": "Taxes and Charges",
|
||||||
|
"options": "Sales Taxes and Charges Template"
|
||||||
|
}
|
||||||
|
],
|
||||||
|
"index_web_pages_for_search": 1,
|
||||||
|
"issingle": 1,
|
||||||
|
"links": [],
|
||||||
|
"modified": "2022-08-29 14:04:11.402701",
|
||||||
|
"modified_by": "Administrator",
|
||||||
|
"module": "MSP",
|
||||||
|
"name": "Auto Invoice Generator Settings",
|
||||||
|
"owner": "Administrator",
|
||||||
|
"permissions": [
|
||||||
|
{
|
||||||
|
"create": 1,
|
||||||
|
"delete": 1,
|
||||||
|
"email": 1,
|
||||||
|
"print": 1,
|
||||||
|
"read": 1,
|
||||||
|
"role": "System Manager",
|
||||||
|
"share": 1,
|
||||||
|
"write": 1
|
||||||
|
}
|
||||||
|
],
|
||||||
|
"sort_field": "modified",
|
||||||
|
"sort_order": "DESC",
|
||||||
|
"track_changes": 1
|
||||||
|
}
|
||||||
@ -0,0 +1,8 @@
|
|||||||
|
# Copyright (c) 2022, itsdave GmbH and contributors
|
||||||
|
# For license information, please see license.txt
|
||||||
|
|
||||||
|
# import frappe
|
||||||
|
from frappe.model.document import Document
|
||||||
|
|
||||||
|
class AutoInvoiceGeneratorSettings(Document):
|
||||||
|
pass
|
||||||
@ -0,0 +1,8 @@
|
|||||||
|
# Copyright (c) 2022, itsdave GmbH and Contributors
|
||||||
|
# See license.txt
|
||||||
|
|
||||||
|
# import frappe
|
||||||
|
import unittest
|
||||||
|
|
||||||
|
class TestAutoInvoiceGeneratorSettings(unittest.TestCase):
|
||||||
|
pass
|
||||||
Loading…
x
Reference in New Issue
Block a user