Browse Source

feat: Add stub for JW Import doctype and invoice import

master
Glen Whitney 1 year ago
parent
commit
a3dfdc31ff
  1. 1
      .gitignore
  2. 0
      justworks_erpnext/justworks_erpnext_connector/doctype/jw_import/__init__.py
  3. 34
      justworks_erpnext/justworks_erpnext_connector/doctype/jw_import/jw_import.js
  4. 216
      justworks_erpnext/justworks_erpnext_connector/doctype/jw_import/jw_import.json
  5. 27
      justworks_erpnext/justworks_erpnext_connector/doctype/jw_import/jw_import.py
  6. 10
      justworks_erpnext/justworks_erpnext_connector/doctype/jw_import/test_jw_import.py
  7. 0
      justworks_erpnext/justworks_erpnext_connector/doctype/jw_invoice_line/__init__.py
  8. 199
      justworks_erpnext/justworks_erpnext_connector/doctype/jw_invoice_line/jw_invoice_line.json
  9. 10
      justworks_erpnext/justworks_erpnext_connector/doctype/jw_invoice_line/jw_invoice_line.py

1
.gitignore

@ -2,5 +2,6 @@
*.pyc
*.egg-info
*.swp
*~
tags
justworks_erpnext/docs/current

0
justworks_erpnext/justworks_erpnext_connector/doctype/jw_import/__init__.py

34
justworks_erpnext/justworks_erpnext_connector/doctype/jw_import/jw_import.js

@ -0,0 +1,34 @@
// Copyright (c) 2020, Studio Infinity and contributors
// For license information, please see license.txt
function process_invoice_file(frm) {
return frappe.call({
method: "process_invoice_file",
doc: frm.doc,
callback: function(r, rt) {
frm.refresh_field("lines");
frm.refresh_fields();
}
});
}
frappe.ui.form.on('JW Import', {
// refresh: function(frm) {
// }
setup: function(frm) {
let lff_field = frm.fields_dict.load_from_file;
lff_field.on_upload_complete = function(attachment) {
Object.getPrototypeOf(this).on_upload_complete.call(this, attachment);
this.frm.doc.load_from_file = attachment.file_url;
process_invoice_file(this.frm);
};
},
load_from_file: function(frm) {
if (!frm.doc.load_from_file) {
frm.clear_table('lines');
frm.refresh_field('lines');
}
}
});

216
justworks_erpnext/justworks_erpnext_connector/doctype/jw_import/jw_import.json

@ -0,0 +1,216 @@
{
"actions": [
{
"action": "List/JW Employee Allocation",
"action_type": "Route",
"label": "Edit Allocations"
},
{
"action": "List/JW Account Mapping",
"action_type": "Route",
"label": "Edit Accounts"
},
{
"action": "justworks_erpnext.justworks_erpnext_connector.doctype.jw_import.jw_import.record_entries",
"action_type": "Server Action",
"label": "Record Entries"
}
],
"creation": "2020-11-18 15:57:57.559832",
"description": "Use this Form to import the information from a Justworks Invoice Details report (as a csv file). Note the report may contain details on multiple invoices.",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"justworks_company",
"header_column_break",
"justworks_currency",
"invoice_date_section",
"start_invoice_date",
"date_column_break",
"end_invoice_date",
"accounting_dimensions_section",
"internal_cost_center",
"dimension_col_break",
"ledger_section",
"jw_obligation_account",
"jw_collection_debits",
"jw_payment_account",
"ledger_column_break",
"dim_balance_account",
"jw_collection_credits",
"auto_submit",
"invoice_section",
"load_from_file",
"lines"
],
"fields": [
{
"fieldname": "justworks_company",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Company",
"options": "Company",
"reqd": 1
},
{
"fieldname": "header_column_break",
"fieldtype": "Column Break"
},
{
"fieldname": "justworks_currency",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Currency",
"options": "Currency",
"reqd": 1
},
{
"collapsible": 1,
"description": "Justworks invoices outside the range defined below (if any) will be ignored.",
"fieldname": "invoice_date_section",
"fieldtype": "Section Break",
"label": "Invoice Date Filter"
},
{
"fieldname": "start_invoice_date",
"fieldtype": "Date",
"label": "Start"
},
{
"fieldname": "date_column_break",
"fieldtype": "Column Break"
},
{
"fieldname": "end_invoice_date",
"fieldtype": "Date",
"label": "End"
},
{
"collapsible": 1,
"description": "These are the accounting dimensions that will be used for all ledger entries other than those determined by a JW Employee Allocation.",
"fieldname": "accounting_dimensions_section",
"fieldtype": "Section Break",
"label": "Internal Accounting Dimensions"
},
{
"fieldname": "internal_cost_center",
"fieldtype": "Link",
"label": "Cost Center",
"options": "Cost Center"
},
{
"fieldname": "dimension_col_break",
"fieldtype": "Column Break"
},
{
"collapsible": 1,
"fieldname": "ledger_section",
"fieldtype": "Section Break",
"label": "Ledger Settings"
},
{
"description": "If set, expense Journal Entry records will generated for employee-related payments and credited to this account.",
"fieldname": "jw_obligation_account",
"fieldtype": "Link",
"label": "Credit Justworks Expenses To:",
"options": "Account"
},
{
"description": "If this and the corresponding Credit account are specified, Bank Entry records for collections will be generated crediting this account.",
"fieldname": "jw_collection_debits",
"fieldtype": "Link",
"label": "Debit Justworks Collections To:",
"options": "Account"
},
{
"description": "If specified, Payment Entry records will be generated for charges associated with Accounts of type Payable, and credited to this account.",
"fieldname": "jw_payment_account",
"fieldtype": "Link",
"label": "Credit Justworks Payments To:",
"options": "Account"
},
{
"fieldname": "ledger_column_break",
"fieldtype": "Column Break"
},
{
"description": "If specified, Journal Entry records will be balanced per Accounting Dimension to those specified in the Internal Accounting Dimensions, using this account for automatically-generated transfers.",
"fieldname": "dim_balance_account",
"fieldtype": "Link",
"label": "Balance Accounting Dimensions To:",
"options": "Account"
},
{
"description": "The (typically Bank) Account that Justworks collections are credited to.",
"fieldname": "jw_collection_credits",
"fieldtype": "Link",
"label": "Credit Justworks Collections To:",
"options": "Account"
},
{
"default": "0",
"description": "If checked, all entries generated will be automatically submitted as part of the permanent accounting records.",
"fieldname": "auto_submit",
"fieldtype": "Check",
"label": "Auto-submit?"
},
{
"fieldname": "invoice_section",
"fieldtype": "Section Break"
},
{
"fieldname": "lines",
"fieldtype": "Table",
"label": "Invoice Lines",
"options": "JW Invoice Line"
},
{
"fieldname": "load_from_file",
"fieldtype": "Attach",
"label": "Load Invoices from File"
}
],
"hide_toolbar": 1,
"index_web_pages_for_search": 1,
"issingle": 1,
"links": [],
"modified": "2020-11-19 04:05:36.768570",
"modified_by": "Administrator",
"module": "Justworks ERPNext Connector",
"name": "JW Import",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"print": 1,
"read": 1,
"role": "System Manager",
"share": 1,
"write": 1
},
{
"create": 1,
"email": 1,
"print": 1,
"read": 1,
"role": "Accounts User",
"share": 1,
"write": 1
},
{
"create": 1,
"email": 1,
"print": 1,
"read": 1,
"role": "Accounts Manager",
"share": 1,
"write": 1
}
],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC"
}

27
justworks_erpnext/justworks_erpnext_connector/doctype/jw_import/jw_import.py

@ -0,0 +1,27 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Studio Infinity and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe.model.document import Document
from frappe.utils.csvutils import read_csv_content
from frappe.utils.dateutils import parse_date
import re
class JWImport(Document):
def process_invoice_file(self):
fcontent = frappe.get_doc('File',
dict(file_url=self.load_from_file)).get_content()
rows = read_csv_content(fcontent)
header = [frappe.scrub(h) for h in rows.pop(0)]
self.set('lines', [])
for row in rows:
rec = self.append('lines', {})
for fieldname, val in zip(header, row):
if val:
if fieldname[-4:] == 'date':
val = parse_date(val)
elif fieldname == 'amount':
val = re.sub('^[^.,\d]*', '', val)
rec.set(fieldname, val)

10
justworks_erpnext/justworks_erpnext_connector/doctype/jw_import/test_jw_import.py

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Studio Infinity and Contributors
# See license.txt
from __future__ import unicode_literals
# import frappe
import unittest
class TestJWImport(unittest.TestCase):
pass

0
justworks_erpnext/justworks_erpnext_connector/doctype/jw_invoice_line/__init__.py

199
justworks_erpnext/justworks_erpnext_connector/doctype/jw_invoice_line/jw_invoice_line.json

@ -0,0 +1,199 @@
{
"actions": [],
"creation": "2020-11-18 15:01:37.898595",
"description": "One line or summary line of a Justworks Invoice, roughly corresponding to a single ledger entry if recorded.\n",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"invoice_id",
"invoice_date",
"reference",
"reference_doctype",
"reference_doc",
"top_column_break",
"debit_date",
"charge_type",
"charge_subtype",
"account",
"amount",
"status_section",
"data_status",
"status_column_break",
"disposition",
"voucher_section",
"voucher_id",
"voucher_type",
"voucher_pay_date",
"voucher_column_break",
"period_start_date",
"period_end_date",
"department",
"additional_section",
"reference_work_id",
"notes"
],
"fields": [
{
"fieldname": "invoice_id",
"fieldtype": "Data",
"label": "Invoice ID",
"read_only": 1
},
{
"fieldname": "invoice_date",
"fieldtype": "Date",
"in_list_view": 1,
"label": "Invoice Date"
},
{
"fieldname": "reference",
"fieldtype": "Data",
"label": "Reference",
"read_only": 1
},
{
"fieldname": "reference_doctype",
"fieldtype": "Link",
"label": "Reference Type",
"options": "DocType"
},
{
"fieldname": "reference_doc",
"fieldtype": "Dynamic Link",
"in_list_view": 1,
"label": "Reference Doc",
"options": "reference_doctype"
},
{
"fieldname": "top_column_break",
"fieldtype": "Column Break"
},
{
"fieldname": "debit_date",
"fieldtype": "Date",
"label": "Debit Date"
},
{
"fieldname": "charge_type",
"fieldtype": "Data",
"label": "Charge Type",
"read_only": 1
},
{
"fieldname": "charge_subtype",
"fieldtype": "Data",
"label": "Charge Subtype",
"read_only": 1
},
{
"fieldname": "account",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Account",
"options": "Account"
},
{
"fieldname": "amount",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Amount",
"options": "justworks_currency"
},
{
"fieldname": "status_section",
"fieldtype": "Section Break",
"label": "Status"
},
{
"columns": 1,
"fieldname": "data_status",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Data",
"options": "OK\nBad Alloc\nNo Account",
"read_only": 1
},
{
"fieldname": "status_column_break",
"fieldtype": "Column Break"
},
{
"columns": 1,
"fieldname": "disposition",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Disposition",
"options": "Journal\nPay Invoice\nPay Expense\nCollection\nIgnore\nDuplicate\nData Missing"
},
{
"fieldname": "voucher_section",
"fieldtype": "Section Break",
"label": "Justworks Voucher"
},
{
"fieldname": "voucher_id",
"fieldtype": "Data",
"label": "Voucher ID",
"read_only": 1
},
{
"fieldname": "voucher_type",
"fieldtype": "Data",
"label": "Voucher Type"
},
{
"fieldname": "voucher_pay_date",
"fieldtype": "Date",
"label": "Pay Date"
},
{
"fieldname": "voucher_column_break",
"fieldtype": "Column Break"
},
{
"fieldname": "period_start_date",
"fieldtype": "Date",
"label": "Period Start"
},
{
"fieldname": "period_end_date",
"fieldtype": "Date",
"label": "Period End"
},
{
"fieldname": "department",
"fieldtype": "Data",
"label": "Department"
},
{
"fieldname": "additional_section",
"fieldtype": "Section Break",
"label": "Additional Information"
},
{
"fieldname": "reference_work_id",
"fieldtype": "Data",
"label": "Reference Work ID",
"read_only": 1
},
{
"fieldname": "notes",
"fieldtype": "Small Text",
"label": "Notes"
}
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2020-11-18 23:21:36.546404",
"modified_by": "Administrator",
"module": "Justworks ERPNext Connector",
"name": "JW Invoice Line",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

10
justworks_erpnext/justworks_erpnext_connector/doctype/jw_invoice_line/jw_invoice_line.py

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Studio Infinity and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
# import frappe
from frappe.model.document import Document
class JWInvoiceLine(Document):
pass
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