feat: fetching details from supplier/customer groups

erpnext/buying/doctype/supplier/supplier.js

@@ -60,10 +60,23 @@ frappe.ui.form.on("Supplier", {
 				erpnext.utils.make_pricing_rule(frm.doc.doctype, frm.doc.name);
 			}, __('Create'));
 
+			frm.add_custom_button(__('Get Supplier Group Details'), function () {
+				frm.trigger("get_supplier_group_details");
+			}, __('Actions'));
+
 			// indicators
 			erpnext.utils.set_party_dashboard_indicators(frm);
 		}
 	},
+	get_supplier_group_details: function(frm) {
+		frappe.call({
+			method: "get_supplier_group_details",
+			doc: frm.doc,
+			callback: function() {
+				frm.refresh();
+			}
+		});
+	},
 
 	is_internal_supplier: function(frm) {
 		if (frm.doc.is_internal_supplier == 1) {

erpnext/buying/doctype/supplier/supplier.py

@@ -51,6 +51,23 @@ def validate(self):
 		validate_party_accounts(self)
 		self.validate_internal_supplier()
 
+	@frappe.whitelist()
+	def get_supplier_group_details(self):
+		doc = frappe.get_doc('Supplier Group', self.supplier_group)
+		self.payment_terms = ""
+		self.accounts = []
+
+		if doc.accounts:
+			for account in doc.accounts:
+				child = self.append('accounts')
+				child.company = account.company
+				child.account = account.account
+
+		if doc.payment_terms:
+			self.payment_terms = doc.payment_terms
+
+		self.save()
+
 	def validate_internal_supplier(self):
 		internal_supplier = frappe.db.get_value("Supplier",
 			{"is_internal_supplier": 1, "represents_company": self.represents_company, "name": ("!=", self.name)}, "name")
@@ -86,4 +103,4 @@ def create_onboarding_docs(self, args):
 						create_contact(supplier, 'Supplier',
 							doc.name, args.get('supplier_email_' + str(i)))
 				except frappe.NameError:
-					pass
+					pass

erpnext/buying/doctype/supplier/test_supplier.py

@@ -13,6 +13,30 @@
 
 
 class TestSupplier(unittest.TestCase):
+    def test_get_supplier_group_details(self):
+        doc = frappe.new_doc("Supplier Group")
+        doc.supplier_group_name = "_Testing Supplier Group"
+        doc.payment_terms = "_Test Payment Term Template 3"
+        doc.accounts = []
+        test_account_details = {
+            "company": "_Test Company",
+            "account": "Creditors - _TC",
+        }
+        doc.append("accounts", test_account_details)
+        doc.save()
+        s_doc = frappe.new_doc("Supplier")
+        s_doc.supplier_name = "Testing Supplier"
+        s_doc.supplier_group = "_Testing Supplier Group"
+        s_doc.payment_terms = ""
+        s_doc.accounts = []
+        s_doc.insert()
+        s_doc.get_supplier_group_details()
+        self.assertEqual(s_doc.payment_terms, "_Test Payment Term Template 3")
+        self.assertEqual(s_doc.accounts[0].company, "_Test Company")
+        self.assertEqual(s_doc.accounts[0].account, "Creditors - _TC")
+        s_doc.delete()
+        doc.delete()
+
     def test_supplier_default_payment_terms(self):
         # Payment Term based on Days after invoice date
         frappe.db.set_value(
@@ -136,4 +160,4 @@ def create_supplier(**args):
         return doc
 
     except frappe.DuplicateEntryError:
-        return frappe.get_doc("Supplier", args.supplier_name)
+        return frappe.get_doc("Supplier", args.supplier_name)

erpnext/selling/doctype/customer/customer.js

@@ -130,6 +130,10 @@ frappe.ui.form.on("Customer", {
 				erpnext.utils.make_pricing_rule(frm.doc.doctype, frm.doc.name);
 			}, __('Create'));
 
+			frm.add_custom_button(__('Get Customer Group Details'), function () {
+				frm.trigger("get_customer_group_details");
+			}, __('Actions'));
+
 			// indicator
 			erpnext.utils.set_party_dashboard_indicators(frm);
 
@@ -145,4 +149,15 @@ frappe.ui.form.on("Customer", {
 		if(frm.doc.lead_name) frappe.model.clear_doc("Lead", frm.doc.lead_name);
 
 	},
-});
+	get_customer_group_details: function(frm) {
+		frappe.call({
+			method: "get_customer_group_details",
+			doc: frm.doc,
+			callback: function() {
+				frm.refresh();
+			}
+		});
+
+	}
+});
+

erpnext/selling/doctype/customer/customer.py

@@ -78,6 +78,29 @@ def validate(self):
 			if sum(member.allocated_percentage or 0 for member in self.sales_team) != 100:
 				frappe.throw(_("Total contribution percentage should be equal to 100"))
 
+	@frappe.whitelist()
+	def get_customer_group_details(self):
+		doc = frappe.get_doc('Customer Group', self.customer_group)
+		self.accounts = self.credit_limits = []
+		self.payment_terms = self.default_price_list = ""
+
+		tables = [["accounts", "account"], ["credit_limits", "credit_limit"]]
+		fields = ["payment_terms", "default_price_list"]
+
+		for row in tables:
+			table, field = row[0], row[1]
+			if not doc.get(table): continue
+
+			for entry in doc.get(table):
+				child = self.append(table)
+				child.update({"company": entry.company, field: entry.get(field)})
+
+		for field in fields:
+			if not doc.get(field): continue
+			self.update({field: doc.get(field)})
+
+		self.save()
+
 	def check_customer_group_change(self):
 		frappe.flags.customer_group_changed = False
 

erpnext/selling/doctype/customer/test_customer.py

@@ -27,6 +27,42 @@ def setUp(self):
 	def tearDown(self):
 		set_credit_limit('_Test Customer', '_Test Company', 0)
 
+	def test_get_customer_group_details(self):
+		doc = frappe.new_doc("Customer Group")
+		doc.customer_group_name = "_Testing Customer Group"
+		doc.payment_terms = "_Test Payment Term Template 3"
+		doc.accounts = []
+		doc.default_price_list = "Standard Buying"
+		doc.credit_limits = []
+		test_account_details = {
+			"company": "_Test Company",
+			"account": "Creditors - _TC",
+		}
+		test_credit_limits = {
+			"company": "_Test Company",
+			"credit_limit": 350000
+		}
+		doc.append("accounts", test_account_details)
+		doc.append("credit_limits", test_credit_limits)
+		doc.insert()
+
+		c_doc = frappe.new_doc("Customer")
+		c_doc.customer_name = "Testing Customer"
+		c_doc.customer_group = "_Testing Customer Group"
+		c_doc.payment_terms = c_doc.default_price_list = ""
+		c_doc.accounts = c_doc.credit_limits= []
+		c_doc.insert()
+		c_doc.get_customer_group_details()
+		self.assertEqual(c_doc.payment_terms, "_Test Payment Term Template 3")
+
+		self.assertEqual(c_doc.accounts[0].company, "_Test Company")
+		self.assertEqual(c_doc.accounts[0].account, "Creditors - _TC")
+
+		self.assertEqual(c_doc.credit_limits[0].company, "_Test Company")
+		self.assertEqual(c_doc.credit_limits[0].credit_limit, 350000)
+		c_doc.delete()
+		doc.delete()
+
 	def test_party_details(self):
 		from erpnext.accounts.party import get_party_details