refactor: update_invoice_status with query builder

erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py

@@ -20,6 +20,7 @@
 from erpnext.accounts.utils import PaymentEntryUnlinkError
 from erpnext.assets.doctype.asset.depreciation import post_depreciation_entries
 from erpnext.assets.doctype.asset.test_asset import create_asset, create_asset_data
+from erpnext.controllers.accounts_controller import update_invoice_status
 from erpnext.controllers.taxes_and_totals import get_itemised_tax_breakup_data
 from erpnext.exceptions import InvalidAccountCurrency, InvalidCurrency
 from erpnext.regional.india.utils import get_ewb_data
@@ -2385,6 +2386,41 @@ def test_payment_statuses(self):
 		si.reload()
 		self.assertEqual(si.status, "Paid")
 
+	def test_update_invoice_status(self):
+		today = nowdate()
+
+		# Sales Invoice without Payment Schedule
+		si = create_sales_invoice(posting_date=add_days(today, -5))
+
+		# Sales Invoice with Payment Schedule
+		si_with_payment_schedule = create_sales_invoice(do_not_submit=True)
+		si_with_payment_schedule.extend("payment_schedule", [
+			{
+				"due_date": add_days(today, -5),
+				"invoice_portion": 50,
+				"payment_amount": si_with_payment_schedule.grand_total / 2
+			},
+			{
+				"due_date": add_days(today, 5),
+				"invoice_portion": 50,
+				"payment_amount": si_with_payment_schedule.grand_total / 2
+			}
+		])
+		si_with_payment_schedule.submit()
+
+
+		for invoice in (si, si_with_payment_schedule):
+			invoice.db_set("status", "Unpaid")
+			update_invoice_status()
+			invoice.reload()
+			self.assertEqual(invoice.status, "Overdue")
+
+			invoice.db_set("status", "Unpaid and Discounted")
+			update_invoice_status()
+			invoice.reload()
+			self.assertEqual(invoice.status, "Overdue and Discounted")
+
+
 	def test_sales_commission(self):
 		si = frappe.copy_doc(test_records[0])
 		item = copy.deepcopy(si.get('items')[0])

erpnext/controllers/accounts_controller.py

@@ -7,6 +7,7 @@
 import frappe
 from frappe import _, throw
 from frappe.model.workflow import get_workflow_name, is_transition_condition_satisfied
+from frappe.query_builder.functions import Sum
 from frappe.utils import (
 	add_days,
 	add_months,
@@ -1686,58 +1687,69 @@ def get_advance_payment_entries(party_type, party, party_account, order_doctype,
 def update_invoice_status():
 	"""Updates status as Overdue for applicable invoices. Runs daily."""
 	today = getdate()
-
+	payment_schedule = frappe.qb.DocType("Payment Schedule")
 	for doctype in ("Sales Invoice", "Purchase Invoice"):
-		frappe.db.sql("""
-			UPDATE `tab{doctype}` invoice SET invoice.status = 'Overdue'
-			WHERE invoice.docstatus = 1
-				AND invoice.status REGEXP '^Unpaid|^Partly Paid'
-				AND invoice.outstanding_amount > 0
-				AND (
-						{or_condition}
-						(
-							(
-								CASE
-									WHEN invoice.party_account_currency = invoice.currency
-									THEN (
-										CASE
-											WHEN invoice.disable_rounded_total
-											THEN invoice.grand_total
-											ELSE invoice.rounded_total
-										END
-									)
-									ELSE (
-										CASE
-											WHEN invoice.disable_rounded_total
-											THEN invoice.base_grand_total
-											ELSE invoice.base_rounded_total
-										END
-									)
-								END
-							) - invoice.outstanding_amount
-						) < (
-							SELECT SUM(
-								CASE
-									WHEN invoice.party_account_currency = invoice.currency
-									THEN ps.payment_amount
-									ELSE ps.base_payment_amount
-								END
-							)
-							FROM `tabPayment Schedule` ps
-							WHERE ps.parent = invoice.name
-								AND ps.due_date < %(today)s
-						)
-					)
-		""".format(
-				doctype=doctype,
-				or_condition=(
-					"invoice.is_pos AND invoice.due_date < %(today)s OR"
-					if doctype == "Sales Invoice"
-					else ""
-				)
-			), {"today": today}
+		invoice = frappe.qb.DocType(doctype)
+
+		consider_base_amount = invoice.party_account_currency != invoice.currency
+		payment_amount = (
+			frappe.qb.terms.Case()
+			.when(consider_base_amount, payment_schedule.base_payment_amount)
+			.else_(payment_schedule.payment_amount)
+		)
+
+		payable_amount = (
+			frappe.qb.from_(payment_schedule)
+			.select(Sum(payment_amount))
+			.where(
+				(payment_schedule.parent == invoice.name)
+				& (payment_schedule.due_date < today)
+			)
+		)
+
+		total = (
+			frappe.qb.terms.Case()
+			.when(invoice.disable_rounded_total, invoice.grand_total)
+			.else_(invoice.rounded_total)
+		)
+
+		base_total = (
+			frappe.qb.terms.Case()
+			.when(invoice.disable_rounded_total, invoice.base_grand_total)
+			.else_(invoice.base_rounded_total)
 		)
 
+		total_amount = (
+			frappe.qb.terms.Case()
+			.when(consider_base_amount, base_total)
+			.else_(total)
+		)
+
+		is_overdue = total_amount - invoice.outstanding_amount < payable_amount
+
+		conditions = (
+			(invoice.docstatus == 1)
+			& (invoice.outstanding_amount > 0)
+			& (
+				invoice.status.like("Unpaid%")
+				| invoice.status.like("Partly Paid%")
+			)
+			& (
+				((invoice.is_pos & invoice.due_date < today) | is_overdue)
+				if doctype == "Sales Invoice"
+				else is_overdue
+			)
+		)
+
+		status = (
+			frappe.qb.terms.Case()
+			.when(invoice.status.like("%Discounted"), "Overdue and Discounted")
+			.else_("Overdue")
+		)
+
+		frappe.qb.update(invoice).set("status", status).where(conditions).run()
+
+
 @frappe.whitelist()
 def get_payment_terms(terms_template, posting_date=None, grand_total=None, base_grand_total=None, bill_date=None):
 	if not terms_template: