added filters project and cost center in profit and loss statement, open profit and loss statement on click of cost center/project in profitability analysis

erpnext/accounts/report/financial_statements.py

@@ -104,7 +104,7 @@ def get_label(periodicity, from_date, to_date):
 
 	return label
 	
-def get_data(company, root_type, balance_must_be, period_list, 
+def get_data(company, root_type, balance_must_be, period_list, filters=None,
 		accumulated_values=1, only_current_fiscal_year=True, ignore_closing_entries=False,
 		ignore_accumulated_values_for_fy=False):
 	accounts = get_accounts(company, root_type)
@@ -122,7 +122,7 @@ def get_data(company, root_type, balance_must_be, period_list,
 		set_gl_entries_by_account(company, 
 			period_list[0]["year_start_date"] if only_current_fiscal_year else None,
 			period_list[-1]["to_date"], 
-			root.lft, root.rgt, 
+			root.lft, root.rgt, filters,
 			gl_entries_by_account, ignore_closing_entries=ignore_closing_entries)
 
 	calculate_values(accounts_by_name, gl_entries_by_account, period_list, accumulated_values, ignore_accumulated_values_for_fy)
@@ -288,16 +288,11 @@ def sort_root_accounts(roots):
 
 	roots.sort(compare_roots)
 
-def set_gl_entries_by_account(company, from_date, to_date, root_lft, root_rgt, gl_entries_by_account,
+def set_gl_entries_by_account(company, from_date, to_date, root_lft, root_rgt, filters, gl_entries_by_account,
 		ignore_closing_entries=False):
 	"""Returns a dict like { "account": [gl entries], ... }"""
-	additional_conditions = []
 
-	if ignore_closing_entries:
-		additional_conditions.append("and ifnull(voucher_type, '')!='Period Closing Voucher'")
-
-	if from_date:
-		additional_conditions.append("and posting_date >= %(from_date)s")
+	additional_conditions = get_additional_conditions(from_date, ignore_closing_entries, filters)
 
 	gl_entries = frappe.db.sql("""select posting_date, account, debit, credit, is_opening from `tabGL Entry`
 		where company=%(company)s
@@ -305,7 +300,7 @@ def set_gl_entries_by_account(company, from_date, to_date, root_lft, root_rgt, g
 		and posting_date <= %(to_date)s
 		and account in (select name from `tabAccount`
 			where lft >= %(lft)s and rgt <= %(rgt)s)
-		order by account, posting_date""".format(additional_conditions="\n".join(additional_conditions)),
+		order by account, posting_date""".format(additional_conditions=additional_conditions),
 		{
 			"company": company,
 			"from_date": from_date,
@@ -320,6 +315,22 @@ def set_gl_entries_by_account(company, from_date, to_date, root_lft, root_rgt, g
 
 	return gl_entries_by_account
 
+def get_additional_conditions(from_date, ignore_closing_entries, filters):
+	additional_conditions = []
+
+	if ignore_closing_entries:
+		additional_conditions.append("ifnull(voucher_type, '')!='Period Closing Voucher'")
+
+	if from_date:
+		additional_conditions.append("posting_date >= %(from_date)s")
+
+	if filters:
+		for key in filters:
+			if filters.get(key) and key in ['cost_center', 'project']:
+				additional_conditions.append("%s = '%s'"%(key, filters.get(key)))
+
+	return " and {}".format(" and ".join(additional_conditions)) if additional_conditions else ""
+
 def get_columns(periodicity, period_list, accumulated_values=1, company=None):
 	columns = [{
 		"fieldname": "account",

erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.js

@@ -5,9 +5,23 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
 	frappe.query_reports["Profit and Loss Statement"] = $.extend({},
 		erpnext.financial_statements);
 
-	frappe.query_reports["Profit and Loss Statement"]["filters"].push({
-		"fieldname": "accumulated_values",
-		"label": __("Accumulated Values"),
-		"fieldtype": "Check"
-	});
+	frappe.query_reports["Profit and Loss Statement"]["filters"].push(
+		{
+			"fieldname":"cost_center",
+			"label": __("Cost Center"),
+			"fieldtype": "Link",
+			"options": "Cost Center"
+		},
+		{
+			"fieldname":"project",
+			"label": __("Project"),
+			"fieldtype": "Link",
+			"options": "Project"
+		},
+		{
+			"fieldname": "accumulated_values",
+			"label": __("Accumulated Values"),
+			"fieldtype": "Check"
+		}
+	);
 });

erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py

@@ -10,9 +10,9 @@ from erpnext.accounts.report.financial_statements import (get_period_list, get_c
 def execute(filters=None):
 	period_list = get_period_list(filters.from_fiscal_year, filters.to_fiscal_year, filters.periodicity)
 	
-	income = get_data(filters.company, "Income", "Credit", period_list, 
+	income = get_data(filters.company, "Income", "Credit", period_list, filters = filters,
 		accumulated_values=filters.accumulated_values, ignore_closing_entries=True, ignore_accumulated_values_for_fy= True)
-	expense = get_data(filters.company, "Expense", "Debit", period_list, 
+	expense = get_data(filters.company, "Expense", "Debit", period_list, filters=filters,
 		accumulated_values=filters.accumulated_values, ignore_closing_entries=True, ignore_accumulated_values_for_fy= True)
 	
 	net_profit_loss = get_net_profit_loss(income, expense, period_list, filters.company)

erpnext/accounts/report/profitability_analysis/profitability_analysis.js

@@ -58,7 +58,45 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
 				"fieldtype": "Check"
 			}
 		],
-		"formatter": erpnext.financial_statements.formatter,
+		"formatter": function(row, cell, value, columnDef, dataContext, default_formatter) {
+			if (columnDef.df.fieldname=="account") {
+				value = dataContext.account_name;
+
+				columnDef.df.link_onclick =
+					"frappe.query_reports['Profitability Analysis'].open_profit_and_loss_statement(" + JSON.stringify(dataContext) + ")";
+				columnDef.df.is_tree = true;
+			}
+
+			value = default_formatter(row, cell, value, columnDef, dataContext);
+
+			if (!dataContext.parent_account && dataContext.based_on != 'project') {
+				var $value = $(value).css("font-weight", "bold");
+				if (dataContext.warn_if_negative && dataContext[columnDef.df.fieldname] < 0) {
+					$value.addClass("text-danger");
+				}
+
+				value = $value.wrap("<p></p>").parent().html();
+			}
+
+			return value;
+		},
+		"open_profit_and_loss_statement": function(data) {
+			if (!data.account) return;
+
+			frappe.route_options = {
+				"company": frappe.query_report.filters_by_name.company.get_value(),
+				"from_fiscal_year": data.fiscal_year,
+				"to_fiscal_year": data.fiscal_year
+			};
+
+			if(data.based_on == 'cost_center'){
+				frappe.route_options["cost_center"] = data.account
+			} else {
+				frappe.route_options["project"] = data.account
+			}
+
+			frappe.set_route("query-report", "Profit and Loss Statement");
+		},
 		"tree": true,
 		"name_field": "account",
 		"parent_field": "parent_account",

erpnext/accounts/report/profitability_analysis/profitability_analysis.py

@@ -39,7 +39,7 @@ def get_data(accounts, filters, based_on):
 	total_row = calculate_values(accounts, gl_entries_by_account, filters)
 	accumulate_values_into_parents(accounts, accounts_by_name)
 
-	data = prepare_data(accounts, filters, total_row, parent_children_map)
+	data = prepare_data(accounts, filters, total_row, parent_children_map, based_on)
 	data = filter_out_zero_value_rows(data, parent_children_map, 
 		show_zero_values=filters.get("show_zero_values"))
 
@@ -88,7 +88,7 @@ def accumulate_values_into_parents(accounts, accounts_by_name):
 			for key in value_fields:
 				accounts_by_name[d.parent_account][key] += d[key]
 
-def prepare_data(accounts, filters, total_row, parent_children_map):
+def prepare_data(accounts, filters, total_row, parent_children_map, based_on):
 	data = []
 	company_currency = frappe.db.get_value("Company", filters.company, "default_currency")
 
@@ -99,10 +99,9 @@ def prepare_data(accounts, filters, total_row, parent_children_map):
 			"account": d.name,
 			"parent_account": d.parent_account,
 			"indent": d.indent,
-			"from_date": filters.from_date,
-			"to_date": filters.to_date,
+			"fiscal_year": filters.fiscal_year,
 			"currency": company_currency,
-			"based_on": filters.based_on
+			"based_on": based_on
 		}
 
 		for key in value_fields:

erpnext/accounts/report/trial_balance/trial_balance.py

@@ -65,7 +65,7 @@ def get_data(filters):
 	gl_entries_by_account = {}
 
 	set_gl_entries_by_account(filters.company, filters.from_date,
-		filters.to_date, min_lft, max_rgt, gl_entries_by_account, ignore_closing_entries=not flt(filters.with_period_closing_entry))
+		filters.to_date, min_lft, max_rgt, filters, gl_entries_by_account, ignore_closing_entries=not flt(filters.with_period_closing_entry))
 
 	opening_balances = get_opening_balances(filters)