fix: serial and batch bundle for POS Invoice (backport #41491)

erpnext/accounts/doctype/pos_closing_entry/test_pos_closing_entry.py

@@ -17,6 +17,10 @@
 from erpnext.accounts.doctype.pos_opening_entry.test_pos_opening_entry import create_opening_entry
 from erpnext.accounts.doctype.pos_profile.test_pos_profile import make_pos_profile
 from erpnext.selling.page.point_of_sale.point_of_sale import get_items
+from erpnext.stock.doctype.item.test_item import make_item
+from erpnext.stock.doctype.serial_and_batch_bundle.test_serial_and_batch_bundle import (
+	get_batch_from_bundle,
+)
 from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
 
 
@@ -179,6 +183,94 @@ def test_pos_closing_for_required_accounting_dimension_in_pos_profile(self):
 		accounting_dimension_department.save()
 		disable_dimension()
 
+	def test_merging_into_sales_invoice_for_batched_item(self):
+		frappe.flags.print_message = False
+		from erpnext.accounts.doctype.pos_closing_entry.test_pos_closing_entry import (
+			init_user_and_profile,
+		)
+		from erpnext.accounts.doctype.pos_invoice_merge_log.pos_invoice_merge_log import (
+			consolidate_pos_invoices,
+		)
+		from erpnext.stock.doctype.batch.batch import get_batch_qty
+
+		frappe.db.sql("delete from `tabPOS Invoice`")
+		item_doc = make_item(
+			"_Test Item With Batch FOR POS Merge Test",
+			properties={
+				"is_stock_item": 1,
+				"has_batch_no": 1,
+				"batch_number_series": "BATCH-PM-POS-MERGE-.####",
+				"create_new_batch": 1,
+			},
+		)
+
+		item_code = item_doc.name
+		se = make_stock_entry(
+			target="_Test Warehouse - _TC",
+			item_code=item_code,
+			qty=10,
+			basic_rate=100,
+			use_serial_batch_fields=0,
+		)
+		batch_no = get_batch_from_bundle(se.items[0].serial_and_batch_bundle)
+
+		test_user, pos_profile = init_user_and_profile()
+		opening_entry = create_opening_entry(pos_profile, test_user.name)
+
+		pos_inv = create_pos_invoice(
+			item_code=item_code, qty=5, rate=300, use_serial_batch_fields=1, batch_no=batch_no
+		)
+		pos_inv2 = create_pos_invoice(
+			item_code=item_code, qty=5, rate=300, use_serial_batch_fields=1, batch_no=batch_no
+		)
+
+		batch_qty = frappe.db.get_value("Batch", batch_no, "batch_qty")
+		self.assertEqual(batch_qty, 10)
+
+		batch_qty_with_pos = get_batch_qty(batch_no, "_Test Warehouse - _TC", item_code)
+		self.assertEqual(batch_qty_with_pos, 0.0)
+
+		pcv_doc = make_closing_entry_from_opening(opening_entry)
+		pcv_doc.submit()
+
+		piv_merge = frappe.db.get_value("POS Invoice Merge Log", {"pos_closing_entry": pcv_doc.name}, "name")
+
+		self.assertTrue(piv_merge)
+		piv_merge_doc = frappe.get_doc("POS Invoice Merge Log", piv_merge)
+		self.assertTrue(piv_merge_doc.pos_invoices[0].pos_invoice)
+		self.assertTrue(piv_merge_doc.pos_invoices[1].pos_invoice)
+
+		pos_inv.load_from_db()
+		self.assertTrue(pos_inv.consolidated_invoice)
+		pos_inv2.load_from_db()
+		self.assertTrue(pos_inv2.consolidated_invoice)
+
+		batch_qty = frappe.db.get_value("Batch", batch_no, "batch_qty")
+		self.assertEqual(batch_qty, 0.0)
+
+		batch_qty_with_pos = get_batch_qty(batch_no, "_Test Warehouse - _TC", item_code)
+		self.assertEqual(batch_qty_with_pos, 0.0)
+
+		frappe.flags.print_message = True
+
+		pcv_doc.reload()
+		pcv_doc.cancel()
+
+		batch_qty = frappe.db.get_value("Batch", batch_no, "batch_qty")
+		self.assertEqual(batch_qty, 10)
+
+		batch_qty_with_pos = get_batch_qty(batch_no, "_Test Warehouse - _TC", item_code)
+		self.assertEqual(batch_qty_with_pos, 0.0)
+
+		pos_inv.reload()
+		pos_inv2.reload()
+
+		pos_inv.cancel()
+		pos_inv2.cancel()
+
+		batch_qty_with_pos = get_batch_qty(batch_no, "_Test Warehouse - _TC", item_code)
+		self.assertEqual(batch_qty_with_pos, 10.0)
+
 
 def init_user_and_profile(**args):
 	user = "test@example.com"

erpnext/accounts/doctype/pos_invoice/pos_invoice.py

@@ -229,7 +229,9 @@ def on_submit(self):
 		self.check_phone_payments()
 		self.set_status(update=True)
 		self.make_bundle_for_sales_purchase_return()
-		self.submit_serial_batch_bundle()
+		for table_name in ["items", "packed_items"]:
+			self.make_bundle_using_old_serial_batch_fields(table_name)
+			self.submit_serial_batch_bundle(table_name)
 
 		if self.coupon_code:
 			from erpnext.accounts.doctype.pricing_rule.utils import update_coupon_code_count
@@ -283,10 +285,11 @@ def delink_serial_and_batch_bundle(self):
 						{"is_cancelled": 1, "voucher_no": ""},
 					)
 
+				frappe.get_doc("Serial and Batch Bundle", row.serial_and_batch_bundle).cancel()
 				row.db_set("serial_and_batch_bundle", None)
 
-	def submit_serial_batch_bundle(self):
-		for item in self.items:
+	def submit_serial_batch_bundle(self, table_name):
+		for item in self.get(table_name):
 			if item.serial_and_batch_bundle:
 				doc = frappe.get_doc("Serial and Batch Bundle", item.serial_and_batch_bundle)
 
@@ -355,10 +358,16 @@ def validate_serialised_or_batched_item(self):
 		error_msg = []
 		for d in self.get("items"):
 			error_msg = ""
-			if d.get("has_serial_no") and not d.serial_and_batch_bundle:
+			if d.get("has_serial_no") and (
+				(not d.use_serial_batch_fields and not d.serial_and_batch_bundle)
+				or (d.use_serial_batch_fields and not d.serial_no)
+			):
 				error_msg = f"Row #{d.idx}: Please select Serial No. for item {bold(d.item_code)}"
 
-			elif d.get("has_batch_no") and not d.serial_and_batch_bundle:
+			elif d.get("has_batch_no") and (
+				(not d.use_serial_batch_fields and not d.serial_and_batch_bundle)
+				or (d.use_serial_batch_fields and not d.batch_no)
+			):
 				error_msg = f"Row #{d.idx}: Please select Batch No. for item {bold(d.item_code)}"
 
 		if error_msg:

erpnext/accounts/doctype/pos_invoice/test_pos_invoice.py

@@ -780,8 +780,6 @@ def test_pos_batch_reservation(self):
 		pos_inv1.submit()
 		pos_inv1.reload()
 
-		self.assertFalse(pos_inv1.items[0].serial_and_batch_bundle)
-
 		batches = get_auto_batch_nos(
 			frappe._dict({"item_code": "_BATCH ITEM Test For Reserve", "warehouse": "_Test Warehouse - _TC"})
 		)
@@ -957,7 +955,7 @@ def create_pos_invoice(**args):
 	pos_inv.set_missing_values()
 
 	bundle_id = None
-	if args.get("batch_no") or args.get("serial_no"):
+	if not args.use_serial_batch_fields and (args.get("batch_no") or args.get("serial_no")):
 		type_of_transaction = args.type_of_transaction or "Outward"
 
 		if pos_inv.is_return:
@@ -998,6 +996,9 @@ def create_pos_invoice(**args):
 		"expense_account": args.expense_account or "Cost of Goods Sold - _TC",
 		"cost_center": args.cost_center or "_Test Cost Center - _TC",
 		"serial_and_batch_bundle": bundle_id,
+		"use_serial_batch_fields": args.use_serial_batch_fields,
+		"serial_no": args.serial_no if args.use_serial_batch_fields else None,
+		"batch_no": args.batch_no if args.use_serial_batch_fields else None,
 	}
 	# append in pos invoice items without item_code by checking flag without_item_code
 	if args.without_item_code:
@@ -1023,6 +1024,8 @@ def create_pos_invoice(**args):
 		pos_inv.insert()
 		if not args.do_not_submit:
 			pos_inv.submit()
+			if args.use_serial_batch_fields:
+				pos_inv.reload()
 		else:
 			pos_inv.payment_schedule = []
 	else:

erpnext/accounts/doctype/pos_invoice_item/pos_invoice_item.json

@@ -634,7 +634,6 @@
    "depends_on": "eval:doc.use_serial_batch_fields === 1",
    "fieldname": "batch_no",
    "fieldtype": "Link",
-   "hidden": 1,
    "label": "Batch No",
    "options": "Batch",
    "print_hide": 1
@@ -655,7 +654,6 @@
    "depends_on": "eval:doc.use_serial_batch_fields === 1",
    "fieldname": "serial_no",
    "fieldtype": "Text",
-   "hidden": 1,
    "in_list_view": 1,
    "label": "Serial No",
    "oldfieldname": "serial_no",
@@ -827,7 +825,7 @@
    "read_only": 1
   },
   {
-   "depends_on": "eval:doc.use_serial_batch_fields === 1",
+   "depends_on": "eval:doc.use_serial_batch_fields === 0 || doc.serial_and_batch_bundle",
    "fieldname": "serial_and_batch_bundle",
    "fieldtype": "Link",
    "label": "Serial and Batch Bundle",
@@ -853,7 +851,7 @@
  ],
  "istable": 1,
  "links": [],
- "modified": "2024-02-25 15:50:17.140269",
+ "modified": "2024-05-07 15:56:53.343317",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "POS Invoice Item",
@@ -863,4 +861,4 @@
  "sort_field": "modified",
  "sort_order": "DESC",
  "states": []
-}
+}

erpnext/accounts/doctype/pos_invoice_merge_log/pos_invoice_merge_log.py

@@ -131,6 +131,7 @@ def on_cancel(self):
 		pos_invoice_docs = [frappe.get_cached_doc("POS Invoice", d.pos_invoice) for d in self.pos_invoices]
 
 		self.update_pos_invoices(pos_invoice_docs)
+		self.serial_and_batch_bundle_reference_for_pos_invoice()
 		self.cancel_linked_invoices()
 
 	def process_merging_into_sales_invoice(self, data):
@@ -191,6 +192,7 @@ def merge_pos_invoice_into(self, invoice, data):
 				for i in items:
 					if (
 						i.item_code == item.item_code
+						and not i.serial_and_batch_bundle
 						and not i.serial_no
 						and not i.batch_no
 						and i.uom == item.uom
@@ -312,6 +314,12 @@ def update_pos_invoices(self, invoice_docs, sales_invoice="", credit_note=""):
 			doc.set_status(update=True)
 			doc.save()
 
+	def serial_and_batch_bundle_reference_for_pos_invoice(self):
+		for d in self.pos_invoices:
+			pos_invoice = frappe.get_doc("POS Invoice", d.pos_invoice)
+			for table_name in ["items", "packed_items"]:
+				pos_invoice.set_serial_and_batch_bundle(table_name)
+
 	def cancel_linked_invoices(self):
 		for si_name in [self.consolidated_invoice, self.consolidated_credit_note]:
 			if not si_name:

erpnext/selling/page/point_of_sale/pos_controller.js

@@ -583,6 +583,7 @@ erpnext.PointOfSale.Controller = class {
 					new_item["serial_no"] = serial_no;
 				}
 
+				new_item["use_serial_batch_fields"] = 1;
 				if (field === "serial_no") new_item["qty"] = value.split(`\n`).length || 0;
 
 				item_row = this.frm.add_child("items", new_item);

erpnext/selling/page/point_of_sale/pos_item_details.js

@@ -101,7 +101,8 @@ erpnext.PointOfSale.ItemDetails = class {
 
 		const serialized = item_row.has_serial_no;
 		const batched = item_row.has_batch_no;
-		const no_bundle_selected = !item_row.serial_and_batch_bundle;
+		const no_bundle_selected =
+			!item_row.serial_and_batch_bundle && !item_row.serial_no && !item_row.batch_no;
 
 		if ((serialized && no_bundle_selected) || (batched && no_bundle_selected)) {
 			frappe.show_alert({
@@ -403,6 +404,7 @@ erpnext.PointOfSale.ItemDetails = class {
 					frappe.model.set_value(item_row.doctype, item_row.name, {
 						serial_and_batch_bundle: r.name,
 						qty: Math.abs(r.total_qty),
+						use_serial_batch_fields: 0,
 					});
 				}
 			});

erpnext/stock/doctype/serial_and_batch_bundle/serial_and_batch_bundle.py

@@ -935,6 +935,9 @@ def on_cancel(self):
 		self.validate_voucher_no_docstatus()
 
 	def validate_voucher_no_docstatus(self):
+		if self.voucher_type == "POS Invoice":
+			return
+
 		if frappe.db.get_value(self.voucher_type, self.voucher_no, "docstatus") == 1:
 			msg = f"""The {self.voucher_type} {bold(self.voucher_no)}
 				is in submitted state, please cancel it first"""
@@ -1718,6 +1721,7 @@ def get_reserved_batches_for_pos(kwargs) -> dict:
 			"`tabPOS Invoice Item`.warehouse",
 			"`tabPOS Invoice Item`.name as child_docname",
 			"`tabPOS Invoice`.name as parent_docname",
+			"`tabPOS Invoice Item`.use_serial_batch_fields",
 			"`tabPOS Invoice Item`.serial_and_batch_bundle",
 		],
 		filters=[
@@ -1731,7 +1735,7 @@ def get_reserved_batches_for_pos(kwargs) -> dict:
 	ids = [
 		pos_invoice.serial_and_batch_bundle
 		for pos_invoice in pos_invoices
-		if pos_invoice.serial_and_batch_bundle
+		if pos_invoice.serial_and_batch_bundle and not pos_invoice.use_serial_batch_fields
 	]
 
 	if ids:

erpnext/stock/serial_batch_bundle.py

@@ -246,6 +246,9 @@ def validate_item_and_warehouse(self):
 			frappe.throw(_(msg))
 
 	def delink_serial_and_batch_bundle(self):
+		if self.is_pos_transaction():
+			return
+
 		update_values = {
 			"serial_and_batch_bundle": "",
 		}
@@ -295,8 +298,22 @@ def post_process(self):
 			self.cancel_serial_and_batch_bundle()
 
 	def cancel_serial_and_batch_bundle(self):
+		if self.is_pos_transaction():
+			return
+
 		frappe.get_cached_doc("Serial and Batch Bundle", self.sle.serial_and_batch_bundle).cancel()
 
+	def is_pos_transaction(self):
+		if (
+			self.sle.voucher_type == "Sales Invoice"
+			and self.sle.serial_and_batch_bundle
+			and frappe.get_cached_value(
+				"Serial and Batch Bundle", self.sle.serial_and_batch_bundle, "voucher_type"
+			)
+			== "POS Invoice"
+		):
+			return True
+
 	def submit_serial_and_batch_bundle(self):
 		doc = frappe.get_doc("Serial and Batch Bundle", self.sle.serial_and_batch_bundle)
 		self.validate_actual_qty(doc)