fix: add test case

india_compliance/gst_india/doctype/gst_settings/gst_settings.py

@@ -5,7 +5,7 @@
 from frappe import _
 from frappe.model.document import Document
 from frappe.query_builder.functions import IfNull
-from frappe.utils import add_to_date, getdate
+from frappe.utils import add_to_date, cint, get_link_to_form, getdate
 
 from india_compliance.gst_india.constants import GST_ACCOUNT_FIELDS, GST_PARTY_TYPES
 from india_compliance.gst_india.constants.custom_fields import (
@@ -496,12 +496,12 @@ def update_not_applicable_status(e_invoice_applicability_date=None, company=None
     query.run()
 
 
-def restrict_gstr_1_transaction_for(posting_date, company_gstin, gst_settings=None):
+def restrict_gstr_1_transaction_for(doc, gst_settings=None, action="submit"):
     """
     Check if the user is allowed to modify transactions before the GSTR-1 filing date
     Additionally, update the `is_not_latest_gstr1_data` field in the GST Return Log
     """
-    posting_date = getdate(posting_date)
+    posting_date = getdate(doc.posting_date)
 
     if not gst_settings:
         gst_settings = frappe.get_cached_doc("GST Settings")
@@ -511,7 +511,7 @@ def restrict_gstr_1_transaction_for(posting_date, company_gstin, gst_settings=No
     if not gst_settings.restrict_changes_after_gstr_1:
         restrict = False
 
-    gstr_1_filed_upto = get_gstr_1_filed_upto(company_gstin)
+    gstr_1_filed_upto = get_gstr_1_filed_upto(doc.company_gstin)
 
     if not gstr_1_filed_upto:
         restrict = False
@@ -528,7 +528,47 @@ def restrict_gstr_1_transaction_for(posting_date, company_gstin, gst_settings=No
     if restrict:
         return gstr_1_filed_upto
 
-    update_is_not_latest_gstr1_data(posting_date, company_gstin)
+    update_is_not_latest_gstr1_data(posting_date, doc.company_gstin)
+
+    if posting_date <= getdate(gstr_1_filed_upto):
+        gst_return_log_name = get_gst_return_log_name(
+            doc.posting_date, doc.company_gstin
+        )
+        if not gst_return_log_name:
+            return
+
+        gst_return_log = frappe.get_doc("GST Return Log", gst_return_log_name)
+        gst_return_log.add_comment(
+            "Comment",
+            f"{doc.doctype} : {get_link_to_form(doc.doctype, doc.name)} has been {action} by {frappe.session.user}",
+        )
+
+
+def get_gst_return_log_name(posting_date, company_gstin):
+    posting_date = getdate(posting_date)
+    year = posting_date.year
+    month = f"{posting_date.month:02d}"
+
+    # monthly
+    if doc_name := frappe.db.exists(
+        "GST Return Log",
+        {
+            "return_period": f"{month}{year}",
+            "gstin": company_gstin,
+        },
+    ):
+        return doc_name
+
+    # quarterly
+    quarter_month = (cint(month) - 1) // 3 * 3 + 3
+    if doc_name := frappe.db.exists(
+        "GST Return Log",
+        {
+            "return_period": f"{quarter_month:02d}{year}",
+            "gstin": company_gstin,
+        },
+    ):
+        return doc_name
 
     return None
 

india_compliance/gst_india/overrides/test_transaction.py

@@ -5,7 +5,7 @@
 
 import frappe
 from frappe.tests import IntegrationTestCase, change_settings
-from frappe.utils import today
+from frappe.utils import add_days, getdate, today
 from erpnext.accounts.doctype.purchase_invoice.purchase_invoice import (
     make_regional_gl_entries,
 )
@@ -972,6 +972,59 @@ def test_copy_e_waybill_fields_from_si_to_return(self):
 
         self.assertEqual(si_return.vehicle_no, None)
 
+    @change_settings("GST Settings", {"restrict_changes_after_gstr_1": 1})
+    def test_backdated_transaction(self):
+        si = create_transaction(doctype="Sales Invoice", do_not_submit=True)
+
+        gstin_doc = frappe.new_doc(
+            "GSTIN",
+            gstin=si.company_gstin,
+            status="Active",
+            gstr_1_filed_upto=add_days(today(), 1),
+        )
+        gstin_doc.save(ignore_permissions=True)
+
+        test_user = frappe.get_doc("User", {"email": "test@example.com"})
+        test_user.add_roles("Accounts User")
+        frappe.set_user(test_user.name)
+
+        self.assertRaisesRegex(
+            frappe.exceptions.ValidationError,
+            re.compile(r"You are not allowed to submit Sales Invoice"),
+            si.submit,
+        )
+
+    def test_backdated_transaction_with_comment(self):
+        si = create_transaction(doctype="Sales Invoice", do_not_submit=True)
+
+        gstin_doc = frappe.new_doc(
+            "GSTIN",
+            gstin=si.company_gstin,
+            status="Active",
+            gstr_1_filed_upto=add_days(today(), 1),
+        )
+        gstin_doc.save()
+
+        posting_date = getdate(si.posting_date)
+        year = posting_date.year
+        month = f"{posting_date.month:02d}"
+        gst_return_log = frappe.new_doc(
+            "GST Return Log",
+            return_period=f"{month}{year}",
+            gstin=si.company_gstin,
+            return_type="GSTR1",
+        )
+        gst_return_log.save()
+
+        si.submit()
+
+        comment = frappe.get_value(
+            "Comment",
+            {"comment_type": "Comment", "reference_name": gst_return_log.name},
+            ["content"],
+        )
+        self.assertTrue(si.name in comment)
+
 
 def create_cess_accounts():
     input_cess_non_advol_account = create_tax_accounts("Input Tax Cess Non Advol")

india_compliance/gst_india/overrides/transaction.py

@@ -5,7 +5,7 @@
 from frappe import _, bold
 from frappe.contacts.doctype.address.address import get_default_address
 from frappe.model.utils import get_fetch_values
-from frappe.utils import cint, flt, format_date, get_link_to_form, getdate
+from frappe.utils import cint, flt, format_date
 from erpnext.controllers.accounts_controller import get_taxes_and_charges
 
 from india_compliance.gst_india.constants import (
@@ -20,10 +20,7 @@
 from india_compliance.gst_india.doctype.gst_settings.gst_settings import (
     restrict_gstr_1_transaction_for,
 )
-from india_compliance.gst_india.doctype.gstin.gstin import (
-    get_and_validate_gstin_status,
-    get_gstr_1_filed_upto,
-)
+from india_compliance.gst_india.doctype.gstin.gstin import get_and_validate_gstin_status
 from india_compliance.gst_india.utils import (
     get_all_gst_accounts,
     get_gst_account_gst_tax_type_map,
@@ -664,46 +661,14 @@ def get_source_state_code(doc):
 
 
 def validate_backdated_transaction(doc, gst_settings=None, action="submit"):
-    gst_settings = gst_settings or frappe.get_cached_doc("GST Settings")
-
-    gstr_1_filed_upto = restrict_gstr_1_transaction_for(
-        doc.posting_date, doc.company_gstin, gst_settings
-    )
-
-    if gstr_1_filed_upto:
+    if gstr_1_filed_upto := restrict_gstr_1_transaction_for(doc, gst_settings, action):
         frappe.throw(
             _(
                 "You are not allowed to {0} {1} as GSTR-1 has been filed upto {2}"
             ).format(action, doc.doctype, frappe.bold(format_date(gstr_1_filed_upto))),
             title=_("Restricted Changes"),
         )
 
-    gstr_1_filed_upto = get_gstr_1_filed_upto(doc.company_gstin)
-    if not gstr_1_filed_upto or getdate(doc.posting_date) > gstr_1_filed_upto:
-        return
-
-    gst_return_log_name = get_gst_return_log_name(doc.company_gstin, gstr_1_filed_upto)
-    if not gst_return_log_name:
-        return
-
-    gst_return_log = frappe.get_doc("GST Return Log", gst_return_log_name)
-    gst_return_log.add_comment(
-        "Comment",
-        f"{doc.doctype} : {get_link_to_form(doc.doctype, doc.name)} has been {action} by {frappe.session.user}",
-    )
-
-
-def get_gst_return_log_name(company_gstin, gstr_1_filed_upto):
-    filters = {
-        "return_period": f"{gstr_1_filed_upto.month:02d}{gstr_1_filed_upto.year}",
-        "gstin": company_gstin,
-    }
-
-    if doc_name := frappe.db.exists("GST Return Log", filters):
-        return doc_name
-
-    return None
-
 
 def validate_hsn_codes(doc, throw=False, message=None):
     validate_hsn_code, valid_hsn_length = get_hsn_settings()