fix: add comment in gst return log for backdated transactions

india_compliance/gst_india/doctype/gst_return_log/gst_return_log.py

@@ -7,13 +7,21 @@
 import frappe
 from frappe import _
 from frappe.model.document import Document
-from frappe.utils import get_datetime, get_datetime_str, get_last_day, getdate
+from frappe.utils import (
+    get_datetime,
+    get_datetime_str,
+    get_last_day,
+    get_link_to_form,
+    getdate,
+)
 
 from india_compliance.gst_india.doctype.gst_return_log.generate_gstr_1 import (
     GenerateGSTR1,
 )
 from india_compliance.gst_india.utils import is_production_api_enabled
 
+DOCTYPE = "GST Return Log"
+
 
 class GSTReturnLog(GenerateGSTR1, Document):
     @property
@@ -199,7 +207,7 @@ def process_gstr_1_returns_info(company, gstin, response):
     # existing logs
     gstr1_logs = frappe._dict(
         frappe.get_all(
-            "GST Return Log",
+            DOCTYPE,
             filters={"name": ("in", list(return_info.keys()))},
             fields=["name", "acknowledgement_number"],
             as_list=1,
@@ -234,15 +242,15 @@ def _update_gstr_1_filed_upto(filing_date):
 
         if key in gstr1_logs:
             if gstr1_logs[key] != info["arn"]:
-                frappe.db.set_value("GST Return Log", key, filing_details)
+                frappe.db.set_value(DOCTYPE, key, filing_details)
                 _update_gstr_1_filed_upto(filed_upto)
 
             # No updates if status is same
             continue
 
         frappe.get_doc(
             {
-                "doctype": "GST Return Log",
+                "doctype": DOCTYPE,
                 "company": company,
                 "gstin": gstin,
                 "return_period": info["ret_prd"],
@@ -252,6 +260,36 @@ def _update_gstr_1_filed_upto(filing_date):
         _update_gstr_1_filed_upto(filed_upto)
 
 
+def get_gst_return_log(posting_date, company_gstin):
+    period = getdate(posting_date).strftime("%m%Y")
+    if name := frappe.db.exists(DOCTYPE, f"GSTR1-{period}-{company_gstin}"):
+        return frappe.get_doc(DOCTYPE, name)
+
+
+def add_comment_to_gst_return_log(doc, action):
+    if not (log := get_gst_return_log(doc.posting_date, doc.company_gstin)):
+        return
+
+    log.add_comment(
+        "Comment",
+        f"{doc.doctype} : {get_link_to_form(doc.doctype, doc.name)} has been {action} by {frappe.session.user}",
+    )
+
+
+def update_is_not_latest_gstr1_data(posting_date, company_gstin):
+    period = posting_date.strftime("%m%Y")
+
+    frappe.db.set_value(
+        "GST Return Log", f"GSTR1-{period}-{company_gstin}", "is_latest_data", 0
+    )
+
+    frappe.publish_realtime(
+        "is_not_latest_data",
+        message={"filters": {"company_gstin": company_gstin, "period": period}},
+        doctype="GSTR-1 Beta",
+    )
+
+
 def get_file_doc(doctype, docname, attached_to_field):
     try:
         return frappe.get_doc(

india_compliance/gst_india/doctype/gst_settings/gst_settings.py

@@ -13,6 +13,10 @@
     E_WAYBILL_FIELDS,
     SALES_REVERSE_CHARGE_FIELDS,
 )
+from india_compliance.gst_india.doctype.gst_return_log.gst_return_log import (
+    add_comment_to_gst_return_log,
+    update_is_not_latest_gstr1_data,
+)
 from india_compliance.gst_india.doctype.gstin.gstin import get_gstr_1_filed_upto
 from india_compliance.gst_india.page.india_compliance_account import (
     _disable_api_promo,
@@ -496,12 +500,12 @@ 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 +515,7 @@ 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
@@ -528,20 +532,8 @@ 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)
-
-    return None
-
-
-def update_is_not_latest_gstr1_data(posting_date, company_gstin):
-    period = posting_date.strftime("%m%Y")
+    # postprocess
+    update_is_not_latest_gstr1_data(posting_date, doc.company_gstin)
 
-    frappe.db.set_value(
-        "GST Return Log", f"GSTR1-{period}-{company_gstin}", "is_latest_data", 0
-    )
-
-    frappe.publish_realtime(
-        "is_not_latest_data",
-        message={"filters": {"company_gstin": company_gstin, "period": period}},
-        doctype="GSTR-1 Beta",
-    )
+    if posting_date <= getdate(gstr_1_filed_upto):
+        add_comment_to_gst_return_log(doc, action)

india_compliance/gst_india/overrides/payment_entry.py

@@ -83,8 +83,6 @@ def validate(doc, method=None):
         return
 
     if doc.party_type == "Customer":
-        validate_backdated_transaction(doc)
-
         # Presume is export with GST if GST accounts are present
         doc.is_export_with_gst = 1
         validate_transaction_for_advance_payment(doc, method)
@@ -98,6 +96,9 @@ def validate(doc, method=None):
 
 
 def on_submit(doc, method=None):
+    if doc.party_type == "Customer":
+        validate_backdated_transaction(doc)
+
     make_gst_revesal_entry_from_advance_payment(doc)
 
 
@@ -112,7 +113,7 @@ def before_cancel(doc, method=None):
     validate_backdated_transaction(doc, action="cancel")
 
 
-def validate_backdated_transaction(doc, action="create"):
+def validate_backdated_transaction(doc, action="submit"):
     for row in doc.taxes:
         if row.gst_tax_type in TAX_TYPES and row.tax_amount != 0:
             _validate_backdated_transaction(doc, action=action)

india_compliance/gst_india/overrides/sales_invoice.py

@@ -58,7 +58,6 @@ def validate(doc, method=None):
 
     gst_settings = frappe.get_cached_doc("GST Settings")
 
-    validate_backdated_transaction(doc, gst_settings)
     validate_invoice_number(doc)
     validate_credit_debit_note(doc)
     validate_fields_and_set_status_for_e_invoice(doc, gst_settings)
@@ -139,6 +138,8 @@ def is_shipping_address_in_india(doc):
 
 
 def on_submit(doc, method=None):
+    validate_backdated_transaction(doc)
+
     if getattr(doc, "_submitted_from_ui", None) or validate_transaction(doc) is False:
         return
 

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,
 )
@@ -958,6 +958,10 @@ def get_lead(first_name):
 
 
 class TestSpecificTransactions(IntegrationTestCase):
+    @classmethod
+    def tearDown(cls):
+        frappe.db.rollback()
+
     def test_copy_e_waybill_fields_from_dn_to_si(self):
         "Make sure e-Waybill fields are copied from Delivery Note to Sales Invoice"
         dn = create_transaction(doctype="Delivery Note", vehicle_no="GJ01AA1111")
@@ -972,6 +976,63 @@ 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)
+
+        # update filing date
+        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)
+
+        # create user
+        test_user = frappe.get_doc("User", {"email": "test@example.com"})
+        test_user.add_roles("Accounts User")
+        frappe.set_user(test_user.name)
+
+        # submit invoice
+        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)
+
+        # create filing log
+        posting_date = getdate(si.posting_date)
+        gst_return_log = frappe.new_doc(
+            "GST Return Log",
+            return_period=f"{posting_date.month:02d}{posting_date.year}",
+            gstin=si.company_gstin,
+            return_type="GSTR1",
+        )
+        gst_return_log.save()
+
+        # update filing date
+        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)
+
+        # submit invoice
+        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

@@ -660,10 +660,8 @@ def get_source_state_code(doc):
     return (doc.supplier_gstin or doc.company_gstin)[:2]
 
 
-def validate_backdated_transaction(doc, gst_settings=None, action="create"):
-    if gstr_1_filed_upto := restrict_gstr_1_transaction_for(
-        doc.posting_date, doc.company_gstin, gst_settings
-    ):
+def validate_backdated_transaction(doc, gst_settings=None, action="submit"):
+    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}"