fix: fiscal year can be shorter than 12 months (#23838)
* fix: replace unnecessary SQL query * feat: checkbox "Is Short Year" Also, set checkbox and dates only once. * fix: toggle no longer necessary Date fields use set_only_once. * feat: short years can be less than 12 months * fix: if short year, don't add 12 months to start date * test: short year * fix: move short fiscal year to test records
This commit is contained in:
Raffael Meyer
GitHub
parent
188ecd7b39
commit
4bf09dd02b
@ -9,11 +9,7 @@ frappe.ui.form.on('Fiscal Year', {
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}
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},
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refresh: function (frm) {
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let doc = frm.doc;
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frm.toggle_enable('year_start_date', doc.__islocal);
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frm.toggle_enable('year_end_date', doc.__islocal);
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if (!doc.__islocal && (doc.name != frappe.sys_defaults.fiscal_year)) {
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if (!frm.doc.__islocal && (frm.doc.name != frappe.sys_defaults.fiscal_year)) {
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frm.add_custom_button(__("Set as Default"), () => frm.events.set_as_default(frm));
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frm.set_intro(__("To set this Fiscal Year as Default, click on 'Set as Default'"));
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} else {
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@ -24,8 +20,10 @@ frappe.ui.form.on('Fiscal Year', {
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return frm.call('set_as_default');
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},
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year_start_date: function(frm) {
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let year_end_date =
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frappe.datetime.add_days(frappe.datetime.add_months(frm.doc.year_start_date, 12), -1);
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frm.set_value("year_end_date", year_end_date);
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if (!frm.doc.is_short_year) {
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let year_end_date =
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frappe.datetime.add_days(frappe.datetime.add_months(frm.doc.year_start_date, 12), -1);
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frm.set_value("year_end_date", year_end_date);
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}
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},
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});
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@ -1,347 +1,126 @@
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{
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"allow_copy": 0,
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"allow_guest_to_view": 0,
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"allow_import": 1,
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"allow_rename": 0,
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"autoname": "field:year",
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"beta": 0,
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"creation": "2013-01-22 16:50:25",
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"custom": 0,
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"description": "**Fiscal Year** represents a Financial Year. All accounting entries and other major transactions are tracked against **Fiscal Year**.",
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"docstatus": 0,
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"doctype": "DocType",
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"document_type": "Setup",
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"editable_grid": 0,
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"actions": [],
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"allow_import": 1,
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"autoname": "field:year",
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"creation": "2013-01-22 16:50:25",
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"description": "**Fiscal Year** represents a Financial Year. All accounting entries and other major transactions are tracked against **Fiscal Year**.",
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"doctype": "DocType",
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"document_type": "Setup",
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"engine": "InnoDB",
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"field_order": [
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"year",
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"disabled",
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"is_short_year",
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"year_start_date",
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"year_end_date",
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"companies",
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"auto_created"
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],
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"fields": [
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{
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"allow_bulk_edit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"description": "For e.g. 2012, 2012-13",
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"fieldname": "year",
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"fieldtype": "Data",
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"hidden": 0,
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"in_global_search": 0,
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"in_list_view": 1,
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"in_standard_filter": 0,
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"label": "Year Name",
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"length": 0,
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"oldfieldname": "year",
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"reqd": 1,
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"search_index": 0,
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"set_only_once": 0,
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"translatable": 0,
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"unique": 0
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},
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"description": "For e.g. 2012, 2012-13",
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"fieldname": "year",
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"fieldtype": "Data",
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"in_list_view": 1,
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"label": "Year Name",
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"oldfieldname": "year",
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"oldfieldtype": "Data",
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"reqd": 1,
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"unique": 1
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},
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{
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"bold": 0,
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"columns": 0,
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"fieldname": "disabled",
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"fieldtype": "Check",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"in_standard_filter": 0,
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"label": "Disabled",
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"permlevel": 0,
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"precision": "",
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"translatable": 0,
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"unique": 0
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},
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"default": "0",
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"fieldname": "disabled",
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"fieldtype": "Check",
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"label": "Disabled"
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fieldname": "year_start_date",
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"fieldtype": "Date",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_global_search": 0,
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"in_list_view": 1,
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"in_standard_filter": 0,
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"label": "Year Start Date",
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"length": 0,
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"no_copy": 1,
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"oldfieldname": "year_start_date",
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"oldfieldtype": "Date",
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"reqd": 1,
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"search_index": 0,
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"set_only_once": 0,
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"translatable": 0,
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"unique": 0
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},
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"fieldname": "year_start_date",
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"fieldtype": "Date",
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"in_list_view": 1,
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"label": "Year Start Date",
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"no_copy": 1,
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"oldfieldname": "year_start_date",
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"oldfieldtype": "Date",
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"reqd": 1,
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"set_only_once": 1
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},
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{
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fieldname": "year_end_date",
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"fieldtype": "Date",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 1,
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"in_standard_filter": 0,
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"label": "Year End Date",
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"length": 0,
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"no_copy": 1,
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"permlevel": 0,
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"print_hide": 0,
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"reqd": 1,
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"search_index": 0,
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"set_only_once": 0,
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"translatable": 0,
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"unique": 0
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},
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"fieldname": "year_end_date",
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"fieldtype": "Date",
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"in_list_view": 1,
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"label": "Year End Date",
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"no_copy": 1,
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"reqd": 1,
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"set_only_once": 1
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fieldname": "companies",
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"fieldtype": "Table",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Companies",
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"length": 0,
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"no_copy": 0,
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"options": "Fiscal Year Company",
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"permlevel": 0,
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"precision": "",
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"translatable": 0,
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"unique": 0
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},
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"fieldname": "companies",
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"fieldtype": "Table",
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"label": "Companies",
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"options": "Fiscal Year Company"
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"default": "0",
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"fieldname": "auto_created",
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"fieldtype": "Check",
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"hidden": 1,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Auto Created",
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"length": 0,
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"no_copy": 1,
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"permlevel": 0,
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"precision": "",
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"print_hide": 1,
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"print_hide_if_no_value": 0,
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"read_only": 1,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"translatable": 0,
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"unique": 0
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"default": "0",
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"fieldname": "auto_created",
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"fieldtype": "Check",
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"hidden": 1,
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"label": "Auto Created",
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"no_copy": 1,
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"print_hide": 1,
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"read_only": 1
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},
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{
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"default": "0",
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"description": "Less than 12 months.",
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"fieldname": "is_short_year",
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"fieldtype": "Check",
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"label": "Is Short Year",
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"set_only_once": 1
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}
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],
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"has_web_view": 0,
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"hide_heading": 0,
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"hide_toolbar": 0,
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"icon": "fa fa-calendar",
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"idx": 1,
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"image_view": 0,
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"in_create": 0,
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"is_submittable": 0,
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"issingle": 0,
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"istable": 0,
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"max_attachments": 0,
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"modified": "2018-04-25 14:21:41.273354",
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"modified_by": "Administrator",
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"module": "Accounts",
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"name": "Fiscal Year",
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"owner": "Administrator",
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],
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"icon": "fa fa-calendar",
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"idx": 1,
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"links": [],
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"modified": "2020-11-05 12:16:53.081573",
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"modified_by": "Administrator",
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"module": "Accounts",
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"name": "Fiscal Year",
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"owner": "Administrator",
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"permissions": [
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{
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"permlevel": 0,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "System Manager",
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"set_user_permissions": 0,
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"share": 1,
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"submit": 0,
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"create": 1,
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"delete": 1,
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"email": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "System Manager",
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"share": 1,
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"write": 1
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},
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},
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{
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"amend": 0,
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"cancel": 0,
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"create": 0,
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"delete": 0,
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"email": 0,
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"export": 0,
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"if_owner": 0,
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"import": 0,
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"permlevel": 0,
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"print": 0,
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"read": 1,
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"report": 0,
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"role": "Sales User",
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"set_user_permissions": 0,
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"share": 0,
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"submit": 0,
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"write": 0
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},
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"read": 1,
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"role": "Sales User"
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},
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{
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"amend": 0,
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"cancel": 0,
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"create": 0,
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"delete": 0,
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"email": 0,
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"export": 0,
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"if_owner": 0,
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"import": 0,
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"permlevel": 0,
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"print": 0,
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"read": 1,
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"report": 0,
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"role": "Purchase User",
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"set_user_permissions": 0,
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"share": 0,
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"submit": 0,
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"write": 0
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},
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"read": 1,
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"role": "Purchase User"
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},
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{
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"amend": 0,
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"cancel": 0,
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"create": 0,
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"delete": 0,
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"email": 0,
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"export": 0,
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"if_owner": 0,
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"import": 0,
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"permlevel": 0,
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"print": 0,
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"read": 1,
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"report": 0,
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"role": "Accounts User",
|
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"set_user_permissions": 0,
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"share": 0,
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"submit": 0,
|
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"write": 0
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},
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"read": 1,
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"role": "Accounts User"
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},
|
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{
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"amend": 0,
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"cancel": 0,
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"create": 0,
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"delete": 0,
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"email": 0,
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"export": 0,
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"if_owner": 0,
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"import": 0,
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"permlevel": 0,
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"print": 0,
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"read": 1,
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"report": 0,
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"role": "Stock User",
|
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"set_user_permissions": 0,
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"share": 0,
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"submit": 0,
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"write": 0
|
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},
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"read": 1,
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"role": "Stock User"
|
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},
|
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{
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"amend": 0,
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"cancel": 0,
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"create": 0,
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"delete": 0,
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"email": 0,
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"export": 0,
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"if_owner": 0,
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"import": 0,
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"permlevel": 0,
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"print": 0,
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"read": 1,
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"report": 0,
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"role": "Employee",
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"set_user_permissions": 0,
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"share": 0,
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"submit": 0,
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"write": 0
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"read": 1,
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"role": "Employee"
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}
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],
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"quick_entry": 0,
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"read_only": 0,
|
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"read_only_onload": 0,
|
||||
"show_name_in_global_search": 1,
|
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"sort_field": "name",
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"sort_order": "DESC",
|
||||
"track_changes": 0,
|
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"track_seen": 0
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],
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"show_name_in_global_search": 1,
|
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"sort_field": "name",
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"sort_order": "DESC"
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}
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@ -36,6 +36,11 @@ class FiscalYear(Document):
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frappe.throw(_("Cannot change Fiscal Year Start Date and Fiscal Year End Date once the Fiscal Year is saved."))
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def validate_dates(self):
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if self.is_short_year:
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# Fiscal Year can be shorter than one year, in some jurisdictions
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# under certain circumstances. For example, in the USA and Germany.
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return
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if getdate(self.year_start_date) > getdate(self.year_end_date):
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frappe.throw(_("Fiscal Year Start Date should be one year earlier than Fiscal Year End Date"),
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FiscalYearIncorrectDate)
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@ -116,12 +121,8 @@ def auto_create_fiscal_year():
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pass
|
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|
||||
def get_from_and_to_date(fiscal_year):
|
||||
from_and_to_date_tuple = frappe.db.sql("""select year_start_date, year_end_date
|
||||
from `tabFiscal Year` where name=%s""", (fiscal_year))[0]
|
||||
|
||||
from_and_to_date = {
|
||||
"from_date": from_and_to_date_tuple[0],
|
||||
"to_date": from_and_to_date_tuple[1]
|
||||
}
|
||||
|
||||
return from_and_to_date
|
||||
fields = [
|
||||
"year_start_date as from_date",
|
||||
"year_end_date as to_date"
|
||||
]
|
||||
return frappe.db.get_value("Fiscal Year", fiscal_year, fields, as_dict=1)
|
||||
|
||||
@ -11,6 +11,7 @@ test_records = frappe.get_test_records('Fiscal Year')
|
||||
test_ignore = ["Company"]
|
||||
|
||||
class TestFiscalYear(unittest.TestCase):
|
||||
|
||||
def test_extra_year(self):
|
||||
if frappe.db.exists("Fiscal Year", "_Test Fiscal Year 2000"):
|
||||
frappe.delete_doc("Fiscal Year", "_Test Fiscal Year 2000")
|
||||
|
||||
@ -1,4 +1,11 @@
|
||||
[
|
||||
{
|
||||
"doctype": "Fiscal Year",
|
||||
"year": "_Test Short Fiscal Year 2011",
|
||||
"is_short_year": 1,
|
||||
"year_end_date": "2011-04-01",
|
||||
"year_start_date": "2011-12-31"
|
||||
},
|
||||
{
|
||||
"doctype": "Fiscal Year",
|
||||
"year": "_Test Fiscal Year 2012",
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user