feat: Add stub for JW Import doctype and invoice import
This commit is contained in:
parent
1c61196046
commit
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1
.gitignore
vendored
1
.gitignore
vendored
@ -2,5 +2,6 @@
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*.pyc
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*.egg-info
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*.swp
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*~
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tags
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justworks_erpnext/docs/current
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// Copyright (c) 2020, Studio Infinity and contributors
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// For license information, please see license.txt
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function process_invoice_file(frm) {
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return frappe.call({
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method: "process_invoice_file",
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doc: frm.doc,
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callback: function(r, rt) {
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frm.refresh_field("lines");
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frm.refresh_fields();
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}
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});
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}
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frappe.ui.form.on('JW Import', {
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// refresh: function(frm) {
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// }
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setup: function(frm) {
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let lff_field = frm.fields_dict.load_from_file;
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lff_field.on_upload_complete = function(attachment) {
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Object.getPrototypeOf(this).on_upload_complete.call(this, attachment);
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this.frm.doc.load_from_file = attachment.file_url;
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process_invoice_file(this.frm);
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};
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},
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load_from_file: function(frm) {
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if (!frm.doc.load_from_file) {
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frm.clear_table('lines');
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frm.refresh_field('lines');
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}
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}
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});
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@ -0,0 +1,216 @@
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{
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"actions": [
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{
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"action": "List/JW Employee Allocation",
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"action_type": "Route",
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"label": "Edit Allocations"
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},
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{
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"action": "List/JW Account Mapping",
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"action_type": "Route",
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"label": "Edit Accounts"
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},
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{
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"action": "justworks_erpnext.justworks_erpnext_connector.doctype.jw_import.jw_import.record_entries",
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"action_type": "Server Action",
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"label": "Record Entries"
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}
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],
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"creation": "2020-11-18 15:57:57.559832",
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"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.",
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"doctype": "DocType",
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"editable_grid": 1,
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"engine": "InnoDB",
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"field_order": [
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"justworks_company",
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"header_column_break",
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"justworks_currency",
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"invoice_date_section",
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"start_invoice_date",
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"date_column_break",
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"end_invoice_date",
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"accounting_dimensions_section",
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"internal_cost_center",
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"dimension_col_break",
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"ledger_section",
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"jw_obligation_account",
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"jw_collection_debits",
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"jw_payment_account",
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"ledger_column_break",
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"dim_balance_account",
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"jw_collection_credits",
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"auto_submit",
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"invoice_section",
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"load_from_file",
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"lines"
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],
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"fields": [
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{
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"fieldname": "justworks_company",
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"fieldtype": "Link",
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"in_list_view": 1,
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"label": "Company",
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"options": "Company",
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"reqd": 1
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},
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{
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"fieldname": "header_column_break",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "justworks_currency",
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"fieldtype": "Link",
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"in_list_view": 1,
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"label": "Currency",
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"options": "Currency",
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"reqd": 1
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},
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{
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"collapsible": 1,
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"description": "Justworks invoices outside the range defined below (if any) will be ignored.",
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"fieldname": "invoice_date_section",
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"fieldtype": "Section Break",
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"label": "Invoice Date Filter"
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},
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{
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"fieldname": "start_invoice_date",
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"fieldtype": "Date",
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"label": "Start"
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},
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{
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"fieldname": "date_column_break",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "end_invoice_date",
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"fieldtype": "Date",
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"label": "End"
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},
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{
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"collapsible": 1,
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"description": "These are the accounting dimensions that will be used for all ledger entries other than those determined by a JW Employee Allocation.",
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"fieldname": "accounting_dimensions_section",
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"fieldtype": "Section Break",
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"label": "Internal Accounting Dimensions"
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},
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{
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"fieldname": "internal_cost_center",
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"fieldtype": "Link",
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"label": "Cost Center",
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"options": "Cost Center"
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},
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{
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"fieldname": "dimension_col_break",
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"fieldtype": "Column Break"
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},
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{
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"collapsible": 1,
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"fieldname": "ledger_section",
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"fieldtype": "Section Break",
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"label": "Ledger Settings"
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},
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{
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"description": "If set, expense Journal Entry records will generated for employee-related payments and credited to this account.",
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"fieldname": "jw_obligation_account",
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"fieldtype": "Link",
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"label": "Credit Justworks Expenses To:",
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"options": "Account"
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},
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{
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"description": "If this and the corresponding Credit account are specified, Bank Entry records for collections will be generated crediting this account.",
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"fieldname": "jw_collection_debits",
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"fieldtype": "Link",
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"label": "Debit Justworks Collections To:",
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"options": "Account"
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},
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{
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"description": "If specified, Payment Entry records will be generated for charges associated with Accounts of type Payable, and credited to this account.",
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"fieldname": "jw_payment_account",
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"fieldtype": "Link",
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"label": "Credit Justworks Payments To:",
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"options": "Account"
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},
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{
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"fieldname": "ledger_column_break",
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"fieldtype": "Column Break"
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},
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{
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"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.",
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"fieldname": "dim_balance_account",
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"fieldtype": "Link",
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"label": "Balance Accounting Dimensions To:",
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"options": "Account"
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},
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{
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"description": "The (typically Bank) Account that Justworks collections are credited to.",
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"fieldname": "jw_collection_credits",
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"fieldtype": "Link",
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"label": "Credit Justworks Collections To:",
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"options": "Account"
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},
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{
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"default": "0",
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"description": "If checked, all entries generated will be automatically submitted as part of the permanent accounting records.",
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"fieldname": "auto_submit",
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"fieldtype": "Check",
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"label": "Auto-submit?"
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},
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{
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"fieldname": "invoice_section",
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"fieldtype": "Section Break"
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},
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{
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"fieldname": "lines",
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"fieldtype": "Table",
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"label": "Invoice Lines",
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"options": "JW Invoice Line"
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},
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{
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"fieldname": "load_from_file",
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"fieldtype": "Attach",
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"label": "Load Invoices from File"
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}
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],
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"hide_toolbar": 1,
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"index_web_pages_for_search": 1,
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"issingle": 1,
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"links": [],
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"modified": "2020-11-19 04:05:36.768570",
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"modified_by": "Administrator",
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"module": "Justworks ERPNext Connector",
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"name": "JW Import",
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"owner": "Administrator",
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"permissions": [
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{
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"create": 1,
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"delete": 1,
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"email": 1,
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"print": 1,
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"read": 1,
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"role": "System Manager",
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"share": 1,
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"write": 1
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},
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{
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"create": 1,
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"email": 1,
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"print": 1,
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"read": 1,
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"role": "Accounts User",
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"share": 1,
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"write": 1
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},
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{
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"create": 1,
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"email": 1,
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"print": 1,
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"read": 1,
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"role": "Accounts Manager",
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"share": 1,
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"write": 1
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}
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],
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"quick_entry": 1,
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"sort_field": "modified",
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"sort_order": "DESC"
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}
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@ -0,0 +1,27 @@
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# -*- coding: utf-8 -*-
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# Copyright (c) 2020, Studio Infinity and contributors
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# For license information, please see license.txt
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from __future__ import unicode_literals
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import frappe
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from frappe.model.document import Document
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from frappe.utils.csvutils import read_csv_content
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from frappe.utils.dateutils import parse_date
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import re
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class JWImport(Document):
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def process_invoice_file(self):
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fcontent = frappe.get_doc('File',
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dict(file_url=self.load_from_file)).get_content()
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rows = read_csv_content(fcontent)
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header = [frappe.scrub(h) for h in rows.pop(0)]
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self.set('lines', [])
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for row in rows:
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rec = self.append('lines', {})
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for fieldname, val in zip(header, row):
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if val:
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if fieldname[-4:] == 'date':
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val = parse_date(val)
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elif fieldname == 'amount':
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val = re.sub('^[^.,\d]*', '', val)
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rec.set(fieldname, val)
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@ -0,0 +1,10 @@
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# -*- coding: utf-8 -*-
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# Copyright (c) 2020, Studio Infinity and Contributors
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# See license.txt
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from __future__ import unicode_literals
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# import frappe
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import unittest
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class TestJWImport(unittest.TestCase):
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pass
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@ -0,0 +1,199 @@
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{
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"actions": [],
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"creation": "2020-11-18 15:01:37.898595",
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"description": "One line or summary line of a Justworks Invoice, roughly corresponding to a single ledger entry if recorded.\n",
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"doctype": "DocType",
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"editable_grid": 1,
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"engine": "InnoDB",
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"field_order": [
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"invoice_id",
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"invoice_date",
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"reference",
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"reference_doctype",
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"reference_doc",
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"top_column_break",
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"debit_date",
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"charge_type",
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"charge_subtype",
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"account",
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"amount",
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"status_section",
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"data_status",
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"status_column_break",
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"disposition",
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"voucher_section",
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"voucher_id",
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"voucher_type",
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"voucher_pay_date",
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"voucher_column_break",
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"period_start_date",
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"period_end_date",
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"department",
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"additional_section",
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"reference_work_id",
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"notes"
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],
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"fields": [
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{
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"fieldname": "invoice_id",
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"fieldtype": "Data",
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"label": "Invoice ID",
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"read_only": 1
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},
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{
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"fieldname": "invoice_date",
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"fieldtype": "Date",
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"in_list_view": 1,
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"label": "Invoice Date"
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},
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{
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"fieldname": "reference",
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"fieldtype": "Data",
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"label": "Reference",
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"read_only": 1
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},
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{
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"fieldname": "reference_doctype",
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"fieldtype": "Link",
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"label": "Reference Type",
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"options": "DocType"
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},
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{
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"fieldname": "reference_doc",
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"fieldtype": "Dynamic Link",
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"in_list_view": 1,
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"label": "Reference Doc",
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"options": "reference_doctype"
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},
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{
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"fieldname": "top_column_break",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "debit_date",
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"fieldtype": "Date",
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"label": "Debit Date"
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},
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{
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"fieldname": "charge_type",
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"fieldtype": "Data",
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"label": "Charge Type",
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"read_only": 1
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},
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{
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"fieldname": "charge_subtype",
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"fieldtype": "Data",
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"label": "Charge Subtype",
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"read_only": 1
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},
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{
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"fieldname": "account",
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"fieldtype": "Link",
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"in_list_view": 1,
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"label": "Account",
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"options": "Account"
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},
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{
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"fieldname": "amount",
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"fieldtype": "Currency",
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"in_list_view": 1,
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"label": "Amount",
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"options": "justworks_currency"
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},
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{
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"fieldname": "status_section",
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"fieldtype": "Section Break",
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"label": "Status"
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},
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{
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"columns": 1,
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"fieldname": "data_status",
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"fieldtype": "Select",
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"in_list_view": 1,
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"label": "Data",
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"options": "OK\nBad Alloc\nNo Account",
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"read_only": 1
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},
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{
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"fieldname": "status_column_break",
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"fieldtype": "Column Break"
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},
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{
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"columns": 1,
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"fieldname": "disposition",
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"fieldtype": "Select",
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"in_list_view": 1,
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"label": "Disposition",
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"options": "Journal\nPay Invoice\nPay Expense\nCollection\nIgnore\nDuplicate\nData Missing"
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},
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{
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"fieldname": "voucher_section",
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"fieldtype": "Section Break",
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"label": "Justworks Voucher"
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},
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{
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"fieldname": "voucher_id",
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"fieldtype": "Data",
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"label": "Voucher ID",
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"read_only": 1
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},
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{
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"fieldname": "voucher_type",
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"fieldtype": "Data",
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"label": "Voucher Type"
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},
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{
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"fieldname": "voucher_pay_date",
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"fieldtype": "Date",
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"label": "Pay Date"
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},
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{
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"fieldname": "voucher_column_break",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "period_start_date",
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"fieldtype": "Date",
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"label": "Period Start"
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},
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{
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"fieldname": "period_end_date",
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"fieldtype": "Date",
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"label": "Period End"
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},
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{
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"fieldname": "department",
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"fieldtype": "Data",
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"label": "Department"
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},
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{
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"fieldname": "additional_section",
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"fieldtype": "Section Break",
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"label": "Additional Information"
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},
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{
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"fieldname": "reference_work_id",
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"fieldtype": "Data",
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"label": "Reference Work ID",
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"read_only": 1
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},
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{
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"fieldname": "notes",
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"fieldtype": "Small Text",
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"label": "Notes"
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}
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],
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"index_web_pages_for_search": 1,
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"istable": 1,
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"links": [],
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"modified": "2020-11-18 23:21:36.546404",
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"modified_by": "Administrator",
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"module": "Justworks ERPNext Connector",
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"name": "JW Invoice Line",
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"owner": "Administrator",
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"permissions": [],
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"quick_entry": 1,
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"sort_field": "modified",
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"sort_order": "DESC",
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"track_changes": 1
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}
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@ -0,0 +1,10 @@
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# -*- coding: utf-8 -*-
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# Copyright (c) 2020, Studio Infinity and contributors
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# For license information, please see license.txt
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from __future__ import unicode_literals
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# import frappe
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from frappe.model.document import Document
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class JWInvoiceLine(Document):
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pass
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