Merge pull request #649 from frappe/create-invoice-from-stock-transfer

feat: create invoice from stock transfer

models/baseModels/Invoice/Invoice.ts

@@ -45,6 +45,7 @@ export abstract class Invoice extends Transactional {
   discountPercent?: number;
   discountAfterTax?: boolean;
   stockNotTransferred?: number;
+  backReference?: string;
 
   submitted?: boolean;
   cancelled?: boolean;
@@ -479,6 +480,7 @@ export abstract class Invoice extends Transactional {
     terms: () => !(this.terms || !(this.isSubmitted || this.isCancelled)),
     attachment: () =>
       !(this.attachment || !(this.isSubmitted || this.isCancelled)),
+    backReference: () => !this.backReference,
   };
 
   static defaults: DefaultMap = {
@@ -585,16 +587,20 @@ export abstract class Invoice extends Transactional {
 
     const defaults = (this.fyo.singles.Defaults as Defaults) ?? {};
     let terms;
+    let numberSeries;
     if (this.isSales) {
       terms = defaults.shipmentTerms ?? '';
+      numberSeries = defaults.shipmentNumberSeries ?? undefined;
     } else {
       terms = defaults.purchaseReceiptTerms ?? '';
+      numberSeries = defaults.purchaseReceiptNumberSeries ?? undefined;
     }
 
     const data = {
       party: this.party,
       date: new Date().toISOString(),
       terms,
+      numberSeries,
       backReference: this.name,
     };
 
@@ -613,6 +619,8 @@ export abstract class Invoice extends Transactional {
       const quantity = row.stockNotTransferred;
       const trackItem = itemDoc.trackItem;
       const batch = row.batch || null;
+      const description = row.description;
+      const hsnCode = row.hsnCode;
       let rate = row.rate as Money;
 
       if (this.exchangeRate && this.exchangeRate > 1) {
@@ -629,6 +637,8 @@ export abstract class Invoice extends Transactional {
         location,
         rate,
         batch,
+        description,
+        hsnCode,
       });
     }
 

models/baseModels/InvoiceItem/InvoiceItem.ts

@@ -16,6 +16,7 @@ import { FieldTypeEnum, Schema } from 'schemas/types';
 import { safeParseFloat } from 'utils/index';
 import { Invoice } from '../Invoice/Invoice';
 import { Item } from '../Item/Item';
+import { StockTransfer } from 'models/inventory/StockTransfer';
 
 export abstract class InvoiceItem extends Doc {
   item?: string;
@@ -24,6 +25,9 @@ export abstract class InvoiceItem extends Doc {
   parentdoc?: Invoice;
   rate?: Money;
 
+  description?: string;
+  hsnCode?: number;
+
   unit?: string;
   transferUnit?: string;
   quantity?: number;
@@ -347,7 +351,26 @@ export abstract class InvoiceItem extends Doc {
           return 0;
         }
 
-        return this.quantity;
+        const { backReference, stockTransferSchemaName } = this.parentdoc ?? {};
+        if (
+          !backReference ||
+          !stockTransferSchemaName ||
+          typeof this.quantity !== 'number'
+        ) {
+          return this.quantity;
+        }
+
+        const refdoc = (await this.fyo.doc.getDoc(
+          stockTransferSchemaName,
+          backReference
+        )) as StockTransfer;
+
+        const transferred =
+          refdoc.items
+            ?.filter((i) => i.item === this.item)
+            .reduce((acc, i) => i.quantity ?? 0 + acc, 0) ?? 0;
+
+        return Math.max(0, this.quantity - transferred);
       },
       dependsOn: ['item', 'quantity'],
     },

models/helpers.ts

@@ -29,6 +29,17 @@ export function getInvoiceActions(
   ];
 }
 
+export function getStockTransferActions(
+  fyo: Fyo,
+  schemaName: ModelNameEnum.Shipment | ModelNameEnum.PurchaseReceipt
+): Action[] {
+  return [
+    getMakeInvoiceAction(fyo, schemaName),
+    getLedgerLinkAction(fyo, false),
+    getLedgerLinkAction(fyo, true),
+  ];
+}
+
 export function getMakeStockTransferAction(
   fyo: Fyo,
   schemaName: ModelNameEnum.SalesInvoice | ModelNameEnum.PurchaseInvoice
@@ -55,6 +66,32 @@ export function getMakeStockTransferAction(
   };
 }
 
+export function getMakeInvoiceAction(
+  fyo: Fyo,
+  schemaName: ModelNameEnum.Shipment | ModelNameEnum.PurchaseReceipt
+): Action {
+  let label = fyo.t`Sales Invoice`;
+  if (schemaName === ModelNameEnum.PurchaseReceipt) {
+    label = fyo.t`Purchase Invoice`;
+  }
+
+  return {
+    label,
+    group: fyo.t`Create`,
+    condition: (doc: Doc) => doc.isSubmitted && !doc.backReference,
+    action: async (doc: Doc) => {
+      const invoice = await (doc as StockTransfer).getInvoice();
+      if (!invoice) {
+        return;
+      }
+
+      const { routeTo } = await import('src/utils/ui');
+      const path = `/edit/${invoice.schemaName}/${invoice.name}`;
+      await routeTo(path);
+    },
+  };
+}
+
 export function getMakePaymentAction(fyo: Fyo): Action {
   return {
     label: fyo.t`Payment`,

models/inventory/PurchaseReceipt.ts

@@ -1,7 +1,12 @@
-import { ListViewSettings } from 'fyo/model/types';
-import { getTransactionStatusColumn } from 'models/helpers';
+import { Action, ListViewSettings } from 'fyo/model/types';
+import {
+  getStockTransferActions,
+  getTransactionStatusColumn,
+} from 'models/helpers';
 import { PurchaseReceiptItem } from './PurchaseReceiptItem';
 import { StockTransfer } from './StockTransfer';
+import { Fyo } from 'fyo';
+import { ModelNameEnum } from 'models/types';
 
 export class PurchaseReceipt extends StockTransfer {
   items?: PurchaseReceiptItem[];
@@ -17,4 +22,8 @@ export class PurchaseReceipt extends StockTransfer {
       ],
     };
   }
+
+  static getActions(fyo: Fyo): Action[] {
+    return getStockTransferActions(fyo, ModelNameEnum.Shipment);
+  }
 }

models/inventory/Shipment.ts

@@ -1,5 +1,10 @@
-import { ListViewSettings } from 'fyo/model/types';
-import { getTransactionStatusColumn } from 'models/helpers';
+import { Fyo } from 'fyo';
+import { Action, ListViewSettings } from 'fyo/model/types';
+import {
+  getStockTransferActions,
+  getTransactionStatusColumn,
+} from 'models/helpers';
+import { ModelNameEnum } from 'models/types';
 import { ShipmentItem } from './ShipmentItem';
 import { StockTransfer } from './StockTransfer';
 
@@ -17,4 +22,8 @@ export class Shipment extends StockTransfer {
       ],
     };
   }
+
+  static getActions(fyo: Fyo): Action[] {
+    return getStockTransferActions(fyo, ModelNameEnum.Shipment);
+  }
 }

models/inventory/StockTransfer.ts

@@ -1,8 +1,7 @@
-import { Fyo, t } from 'fyo';
+import { t } from 'fyo';
 import { Attachment } from 'fyo/core/types';
 import { Doc } from 'fyo/model/doc';
 import {
-  Action,
   ChangeArg,
   DefaultMap,
   FiltersMap,
@@ -13,7 +12,7 @@ import { ValidationError } from 'fyo/utils/errors';
 import { LedgerPosting } from 'models/Transactional/LedgerPosting';
 import { Defaults } from 'models/baseModels/Defaults/Defaults';
 import { Invoice } from 'models/baseModels/Invoice/Invoice';
-import { addItem, getLedgerLinkAction, getNumberSeries } from 'models/helpers';
+import { addItem, getNumberSeries } from 'models/helpers';
 import { ModelNameEnum } from 'models/types';
 import { Money } from 'pesa';
 import { TargetField } from 'schemas/types';
@@ -27,6 +26,7 @@ import {
   validateBatch,
   validateSerialNumber,
 } from './helpers';
+import { Item } from 'models/baseModels/Item/Item';
 
 export abstract class StockTransfer extends Transfer {
   name?: string;
@@ -42,6 +42,13 @@ export abstract class StockTransfer extends Transfer {
     return this.schemaName === ModelNameEnum.Shipment;
   }
 
+  get invoiceSchemaName() {
+    if (this.isSales) {
+      return ModelNameEnum.SalesInvoice;
+    }
+    return ModelNameEnum.PurchaseInvoice;
+  }
+
   formulas: FormulaMap = {
     grandTotal: {
       formula: () => this.getSum('items', 'amount', false),
@@ -174,10 +181,6 @@ export abstract class StockTransfer extends Transfer {
     await validateSerialNumberStatus(this);
   }
 
-  static getActions(fyo: Fyo): Action[] {
-    return [getLedgerLinkAction(fyo, false), getLedgerLinkAction(fyo, true)];
-  }
-
   async afterSubmit() {
     await super.afterSubmit();
     await updateSerialNumbers(this, false);
@@ -309,6 +312,68 @@ export abstract class StockTransfer extends Transfer {
     await this.set('date', stDoc.date);
     await this.set('items', stDoc.items);
   }
+
+  async getInvoice(): Promise<Invoice | null> {
+    if (!this.isSubmitted || this.backReference) {
+      return null;
+    }
+
+    const schemaName = this.invoiceSchemaName;
+
+    const defaults = (this.fyo.singles.Defaults as Defaults) ?? {};
+    let terms;
+    let numberSeries;
+    if (this.isSales) {
+      terms = defaults.salesInvoiceTerms ?? '';
+      numberSeries = defaults.salesInvoiceNumberSeries ?? undefined;
+    } else {
+      terms = defaults.purchaseInvoiceTerms ?? '';
+      numberSeries = defaults.purchaseInvoiceNumberSeries ?? undefined;
+    }
+
+    const data = {
+      party: this.party,
+      date: new Date().toISOString(),
+      terms,
+      numberSeries,
+      backReference: this.name,
+    };
+
+    const invoice = this.fyo.doc.getNewDoc(schemaName, data) as Invoice;
+    for (const row of this.items ?? []) {
+      if (!row.item) {
+        continue;
+      }
+
+      const item = row.item;
+      const unit = row.unit;
+      const quantity = row.quantity;
+      const batch = row.batch || null;
+      const rate = row.rate ?? this.fyo.pesa(0);
+      const description = row.description;
+      const hsnCode = row.hsnCode;
+
+      if (!quantity) {
+        continue;
+      }
+
+      await invoice.append('items', {
+        item,
+        quantity,
+        unit,
+        rate,
+        batch,
+        hsnCode,
+        description,
+      });
+    }
+
+    if (!invoice.items?.length) {
+      return null;
+    }
+
+    return invoice;
+  }
 }
 
 async function validateSerialNumberStatus(doc: StockTransfer) {

schemas/app/Invoice.json

@@ -174,6 +174,11 @@
       "label": "Attachment",
       "fieldtype": "Attachment",
       "section": "References"
+    },
+    {
+      "abstract": true,
+      "fieldname": "backReference",
+      "section": "References"
     }
   ],
   "keywordFields": ["name", "party"]

schemas/app/PurchaseInvoice.json

@@ -15,6 +15,13 @@
       "default": "PINV-",
       "section": "Default"
     },
+    {
+      "fieldname": "backReference",
+      "label": "Back Reference",
+      "fieldtype": "Link",
+      "target": "PurchaseReceipt",
+      "section": "References"
+    },
     {
       "fieldname": "items",
       "label": "Items",

schemas/app/SalesInvoice.json

@@ -15,6 +15,13 @@
       "default": "SINV-",
       "section": "Default"
     },
+    {
+      "fieldname": "backReference",
+      "label": "Back Reference",
+      "fieldtype": "Link",
+      "target": "Shipment",
+      "section": "References"
+    },
     {
       "fieldname": "items",
       "label": "Items",