feat: Setting to allow Sales Order creation against expired quotation (#33952)

* feat: Setting to allow Sales Order creation against expired quotation (#33952)

* feat: Setting to allow Sales Order creation against expired quotation

* chore: linting issues

(cherry picked from commit 148703bfc2)

# Conflicts:
#	erpnext/selling/doctype/selling_settings/selling_settings.json

* chore: Resolve conflicts

---------

Co-authored-by: Deepesh Garg <deepeshgarg6@gmail.com>

erpnext/selling/doctype/quotation/quotation.js

@@ -84,11 +84,15 @@ erpnext.selling.QuotationController = erpnext.selling.SellingController.extend({
 		}
 
 		if (doc.docstatus == 1 && !["Lost", "Ordered"].includes(doc.status)) {
-			this.frm.add_custom_button(
-				__("Sales Order"),
-				this.frm.cscript["Make Sales Order"],
-				__("Create")
-			);
+			if (frappe.boot.sysdefaults.allow_sales_order_creation_for_expired_quotation
+				|| (!doc.valid_till)
+				|| frappe.datetime.get_diff(doc.valid_till, frappe.datetime.get_today()) >= 0) {
+					this.frm.add_custom_button(
+						__("Sales Order"),
+						this.frm.cscript["Make Sales Order"],
+						__("Create")
+					);
+				}
 
 			if(doc.status!=="Ordered") {
 				this.frm.add_custom_button(__('Set as Lost'), () => {

erpnext/selling/doctype/quotation/quotation.py

@@ -192,6 +192,17 @@ def get_list_context(context=None):
 
 @frappe.whitelist()
 def make_sales_order(source_name: str, target_doc=None):
+	if not frappe.db.get_singles_value(
+		"Selling Settings", "allow_sales_order_creation_for_expired_quotation"
+	):
+		quotation = frappe.db.get_value(
+			"Quotation", source_name, ["transaction_date", "valid_till"], as_dict=1
+		)
+		if quotation.valid_till and (
+			quotation.valid_till < quotation.transaction_date or quotation.valid_till < getdate(nowdate())
+		):
+			frappe.throw(_("Validity period of this quotation has ended."))
+
 	return _make_sales_order(source_name, target_doc)
 
 

erpnext/selling/doctype/quotation/test_quotation.py

@@ -126,11 +126,21 @@ class TestQuotation(FrappeTestCase):
 	def test_so_from_expired_quotation(self):
 		from erpnext.selling.doctype.quotation.quotation import make_sales_order
 
+		frappe.db.set_single_value(
+			"Selling Settings", "allow_sales_order_creation_for_expired_quotation", 0
+		)
+
 		quotation = frappe.copy_doc(test_records[0])
 		quotation.valid_till = add_days(nowdate(), -1)
 		quotation.insert()
 		quotation.submit()
 
+		self.assertRaises(frappe.ValidationError, make_sales_order, quotation.name)
+
+		frappe.db.set_single_value(
+			"Selling Settings", "allow_sales_order_creation_for_expired_quotation", 1
+		)
+
 		make_sales_order(quotation.name)
 
 	def test_shopping_cart_without_website_item(self):

erpnext/selling/doctype/selling_settings/selling_settings.json

@@ -32,7 +32,8 @@
   "sales_update_frequency",
   "allow_multiple_items",
   "allow_against_multiple_purchase_orders",
-  "hide_tax_id"
+  "hide_tax_id",
+  "allow_sales_order_creation_for_expired_quotation"
  ],
  "fields": [
   {
@@ -199,6 +200,12 @@
    "fieldtype": "Select",
    "label": "Contract Naming By",
    "options": "Party Name\nNaming Series"
+  },
+  {
+    "default": "0",
+    "fieldname": "allow_sales_order_creation_for_expired_quotation",
+    "fieldtype": "Check",
+    "label": "Allow Sales Order Creation For Expired Quotation"
   }
  ],
  "icon": "fa fa-cog",
@@ -206,7 +213,7 @@
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2022-03-28 12:18:06.768403",
+ "modified": "2023-02-04 12:37:53.380857",
  "modified_by": "Administrator",
  "module": "Selling",
  "name": "Selling Settings",

erpnext/startup/boot.py

@@ -26,6 +26,12 @@ def boot_session(bootinfo):
 			frappe.db.get_single_value("Selling Settings", "default_valid_till")
 		)
 
+		bootinfo.sysdefaults.allow_sales_order_creation_for_expired_quotation = cint(
+			frappe.db.get_single_value(
+				"Selling Settings", "allow_sales_order_creation_for_expired_quotation"
+			)
+		)
+
 		# if no company, show a dialog box to create a new company
 		bootinfo.customer_count = frappe.db.sql("""SELECT count(*) FROM `tabCustomer`""")[0][0]