Auto Invoice Generator

msp/msp/doctype/auto_invoice_generator/auto_invoice_generator.js

@@ -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) {
+
+	// }
+});

msp/msp/doctype/auto_invoice_generator/auto_invoice_generator.json

@@ -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
+}

msp/msp/doctype/auto_invoice_generator/auto_invoice_generator.py

@@ -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()
+
+	

msp/msp/doctype/auto_invoice_generator/test_auto_invoice_generator.py

@@ -0,0 +1,8 @@
+# Copyright (c) 2022, itsdave GmbH and Contributors
+# See license.txt
+
+# import frappe
+import unittest
+
+class TestAutoInvoiceGenerator(unittest.TestCase):
+	pass

msp/msp/doctype/auto_invoice_generator_settings/auto_invoice_generator_settings.js

@@ -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) {
+
+	// }
+});

msp/msp/doctype/auto_invoice_generator_settings/auto_invoice_generator_settings.json

@@ -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
+}

msp/msp/doctype/auto_invoice_generator_settings/auto_invoice_generator_settings.py

@@ -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

msp/msp/doctype/auto_invoice_generator_settings/test_auto_invoice_generator_settings.py

@@ -0,0 +1,8 @@
+# Copyright (c) 2022, itsdave GmbH and Contributors
+# See license.txt
+
+# import frappe
+import unittest
+
+class TestAutoInvoiceGeneratorSettings(unittest.TestCase):
+	pass