feat: add option to create production plan from sales order (backport #53662) (#54323)

Co-authored-by: sudarsan2001 <[email protected]>
Co-authored-by: Venkatesh <[email protected]>
Co-authored-by: Mihir Kandoi <[email protected]>

Author: 4 people

erpnext/selling/doctype/sales_order/sales_order.js

@@ -18,6 +18,7 @@ frappe.ui.form.on("Sales Order", {
 			Project: "Project",
 			"Payment Entry": "Payment",
 			"Work Order": "Work Order",
+			"Production Plan": "Production Plan",
 		};
 		frm.add_fetch("customer", "tax_id", "tax_id");
 
@@ -1059,6 +1060,14 @@ erpnext.selling.SalesOrderController = class SalesOrderController extends erpnex
 								__("Create")
 							);
 						}
+
+						if (frappe.model.can_create("Production Plan") && !doc.is_subcontracted) {
+							this.frm.add_custom_button(
+								__("Production Plan"),
+								() => this.make_production_plan(),
+								__("Create")
+							);
+						}
 					}
 
 					// sales invoice
@@ -1339,6 +1348,13 @@ erpnext.selling.SalesOrderController = class SalesOrderController extends erpnex
 		});
 	}
 
+	make_production_plan() {
+		frappe.model.open_mapped_doc({
+			method: "erpnext.selling.doctype.sales_order.sales_order.make_production_plan",
+			frm: this.frm,
+		});
+	}
+
 	order_type() {
 		this.toggle_delivery_date();
 	}

erpnext/selling/doctype/sales_order/sales_order.py

@@ -27,6 +27,7 @@
 )
 from erpnext.manufacturing.doctype.production_plan.production_plan import (
 	get_items_for_material_requests,
+	get_sales_orders,
 )
 from erpnext.selling.doctype.customer.customer import check_credit_limit
 from erpnext.setup.doctype.item_group.item_group import get_item_group_defaults
@@ -1801,6 +1802,36 @@ def make_work_orders(items, sales_order, company, project=None):
 	return [p.name for p in out]
 
 
+def make_production_plan(source_name, target_doc=None):
+	sales_order = frappe.get_doc("Sales Order", source_name)
+
+	production_plan = frappe.new_doc(
+		"Production Plan",
+		company=sales_order.company,
+		get_items_from="Sales Order",
+		posting_date=nowdate(),
+	)
+
+	open_so = [data.name for data in get_sales_orders(production_plan)]
+	if sales_order.name not in open_so:
+		frappe.throw(_("Sales Order {0} is not available for production").format(sales_order.name))
+
+	production_plan.append(
+		"sales_orders",
+		{
+			"sales_order": sales_order.name,
+			"sales_order_date": sales_order.transaction_date,
+			"customer": sales_order.customer,
+			"grand_total": sales_order.base_grand_total,
+		},
+	)
+	production_plan.get_items()
+	if not production_plan.get("po_items"):
+		frappe.throw(_("Sales Order {0} is not available for production").format(sales_order.name))
+
+	return production_plan
+
+
 @frappe.whitelist()
 def update_status(status, name):
 	so = frappe.get_doc("Sales Order", name, check_permission="submit")

erpnext/selling/doctype/sales_order/test_sales_order.py

@@ -8,7 +8,7 @@
 import frappe.permissions
 from frappe.core.doctype.user_permission.test_user_permission import create_user
 from frappe.tests import change_settings
-from frappe.utils import add_days, flt, nowdate, today
+from frappe.utils import add_days, flt, getdate, nowdate, today
 
 from erpnext.controllers.accounts_controller import InvalidQtyError, get_due_date, update_child_qty_rate
 from erpnext.maintenance.doctype.maintenance_schedule.test_maintenance_schedule import (
@@ -24,6 +24,7 @@
 	create_pick_list,
 	make_delivery_note,
 	make_material_request,
+	make_production_plan,
 	make_raw_material_request,
 	make_sales_invoice,
 	make_work_orders,
@@ -213,6 +214,26 @@ def test_make_delivery_note(self):
 		self.assertEqual(dn.doctype, "Delivery Note")
 		self.assertEqual(len(dn.get("items")), len(so.get("items")))
 
+	def test_make_production_plan(self):
+		from erpnext.manufacturing.doctype.production_plan.test_production_plan import make_bom
+
+		fg_item = make_item("Test PP FG Item", {"is_stock_item": 1}).name
+		make_bom(item=fg_item, rate=100, raw_materials=["_Test Item"])
+
+		so = make_sales_order(item_code=fg_item, do_not_submit=True)
+		self.assertRaises(frappe.ValidationError, make_production_plan, so.name)
+
+		so.submit()
+		pp = make_production_plan(so.name)
+
+		self.assertEqual(pp.doctype, "Production Plan")
+		self.assertGreater(len(pp.get("po_items")), 0)
+		self.assertEqual(pp.get("po_items")[0].sales_order, so.name)
+		self.assertEqual(pp.get("sales_orders")[0].sales_order, so.name)
+		self.assertEqual(getdate(pp.get("sales_orders")[0].sales_order_date), getdate(so.transaction_date))
+		self.assertEqual(pp.get("sales_orders")[0].customer, so.customer)
+		self.assertEqual(pp.get("sales_orders")[0].grand_total, so.base_grand_total)
+
 	def test_make_sales_invoice(self):
 		so = make_sales_order(do_not_submit=True)
 
@@ -2787,7 +2808,6 @@ def make_sales_order(**args):
 		)
 
 	so.delivery_date = add_days(so.transaction_date, 10)
-
 	if not args.do_not_save:
 		so.insert()
 		if not args.do_not_submit: