Added company filters for reports
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00f989a916
commit
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@ -299,10 +299,11 @@ class EmailDigest(Document):
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})
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})
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label = get_link_to_report("General Ledger",self.meta.get_label("income"),
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label = get_link_to_report("General Ledger",self.meta.get_label("income"),
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filters={"company": self.company,
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filters={
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"from_date": self.future_from_date,
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"from_date": self.future_from_date,
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"to_date": self.future_to_date,
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"to_date": self.future_to_date,
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"account": income_account[0].name
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"account": income_account[0].name,
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"company": self.company
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}
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}
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)
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)
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return {
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return {
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@ -332,14 +333,16 @@ class EmailDigest(Document):
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if fieldname == 'income':
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if fieldname == 'income':
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filters = {
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filters = {
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"root_type": "Income",
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"root_type": "Income",
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"report_date":self.future_to_date,
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"report_date": self.future_to_date,
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"company": self.company
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}
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}
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label = get_link_to_report('Account Balance', label=self.meta.get_label(root_type + "_year_to_date"), filters=filters)
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label = get_link_to_report('Account Balance', label=self.meta.get_label(root_type + "_year_to_date"), filters=filters)
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elif fieldname == 'expenses_booked':
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elif fieldname == 'expenses_booked':
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filters = {
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filters = {
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"root_type": "Expense",
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"root_type": "Expense",
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"report_date":self.future_to_date,
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"report_date": self.future_to_date,
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"company": self.company
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}
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}
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label = get_link_to_report('Account Balance', label=self.meta.get_label(root_type + "_year_to_date"), filters=filters)
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label = get_link_to_report('Account Balance', label=self.meta.get_label(root_type + "_year_to_date"), filters=filters)
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@ -376,10 +379,11 @@ class EmailDigest(Document):
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)
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)
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label = get_link_to_report("General Ledger",self.meta.get_label("expenses_booked"),
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label = get_link_to_report("General Ledger",self.meta.get_label("expenses_booked"),
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filters={"company":self.company,
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filters={
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"from_date":self.future_from_date,
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"company":self.company,
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"to_date":self.future_to_date,
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"from_date":self.future_from_date,
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"account": expense_account[0].name
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"to_date":self.future_to_date,
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"account": expense_account[0].name
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}
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}
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)
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)
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return {
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return {
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@ -414,7 +418,8 @@ class EmailDigest(Document):
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filters = {
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filters = {
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"status": [['!=', "Closed"], ['!=', "Cancelled"], ['!=', "Completed"]],
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"status": [['!=', "Closed"], ['!=', "Cancelled"], ['!=', "Completed"]],
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"billing_status": [['!=', "Fully Billed"]],
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"billing_status": [['!=', "Fully Billed"]],
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"transaction_date": [['<=', self.future_to_date]]
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"transaction_date": [['<=', self.future_to_date]],
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"company": self.company
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}
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}
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)
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)
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@ -438,7 +443,8 @@ class EmailDigest(Document):
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filters = {
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filters = {
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"status": [['!=', "Closed"], ['!=', "Cancelled"], ['!=', "Completed"]],
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"status": [['!=', "Closed"], ['!=', "Cancelled"], ['!=', "Completed"]],
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"delivery_status": [['!=', "Fully Delivered"]],
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"delivery_status": [['!=', "Fully Delivered"]],
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"transaction_date": [['<=', self.future_to_date]]
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"transaction_date": [['<=', self.future_to_date]],
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"company": self.company
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}
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}
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)
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)
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@ -462,7 +468,8 @@ class EmailDigest(Document):
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filters = {
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filters = {
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"status": [['!=', "Closed"], ['!=', "Cancelled"], ['!=', "Completed"]],
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"status": [['!=', "Closed"], ['!=', "Cancelled"], ['!=', "Completed"]],
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"per_received": [['<', 100]],
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"per_received": [['<', 100]],
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"transaction_date": [['<=', self.future_to_date]]
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"transaction_date": [['<=', self.future_to_date]],
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"company": self.company
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}
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}
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)
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)
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@ -486,7 +493,8 @@ class EmailDigest(Document):
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filters = {
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filters = {
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"status": [['!=', "Closed"], ['!=', "Cancelled"], ['!=', "Completed"]],
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"status": [['!=', "Closed"], ['!=', "Cancelled"], ['!=', "Completed"]],
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"per_received": [['<', 100]],
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"per_received": [['<', 100]],
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"transaction_date": [['<=', self.future_to_date]]
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"transaction_date": [['<=', self.future_to_date]],
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"company": self.company
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}
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}
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)
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)
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@ -520,14 +528,16 @@ class EmailDigest(Document):
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filters = {
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filters = {
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"root_type": "Asset",
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"root_type": "Asset",
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"account_type": "Bank",
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"account_type": "Bank",
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"date": self.future_to_date
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"date": self.future_to_date,
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"company": self.company
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}
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}
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label = get_link_to_report('Account Balance', label=self.meta.get_label(fieldname), filters=filters)
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label = get_link_to_report('Account Balance', label=self.meta.get_label(fieldname), filters=filters)
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else:
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else:
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filters = {
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filters = {
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"root_type": "Liability",
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"root_type": "Liability",
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"account_type": "Bank",
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"account_type": "Bank",
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"to_date": self.future_to_date
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"to_date": self.future_to_date,
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"company": self.company
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}
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}
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label = get_link_to_report('Account Balance', label=self.meta.get_label(fieldname), filters=filters)
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label = get_link_to_report('Account Balance', label=self.meta.get_label(fieldname), filters=filters)
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@ -539,10 +549,16 @@ class EmailDigest(Document):
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else:
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else:
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if account_type == 'Payable':
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if account_type == 'Payable':
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label = get_link_to_report('Accounts Payable', label=self.meta.get_label(fieldname),
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label = get_link_to_report('Accounts Payable', label=self.meta.get_label(fieldname),
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filters={"report_date": self.future_to_date} )
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filters={
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"report_date": self.future_to_date,
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"company": self.company
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} )
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elif account_type == 'Receivable':
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elif account_type == 'Receivable':
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label = get_link_to_report('Accounts Receivable', label=self.meta.get_label(fieldname),
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label = get_link_to_report('Accounts Receivable', label=self.meta.get_label(fieldname),
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filters={"report_date": self.future_to_date})
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filters={
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"report_date": self.future_to_date,
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"company": self.company
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})
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else:
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else:
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label = self.meta.get_label(fieldname)
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label = self.meta.get_label(fieldname)
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