[Enhance] GL Entry - ability to multiselect party (#13769)
* change dynamic link to multiselect field and improv * print based fix * refactor changes according to multiselect changes
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@ -2,7 +2,7 @@
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<h4 class="text-center">
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{% if (filters.party_name) { %}
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{%= filters.party_name %}
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{% } else if (filters.party) { %}
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{% } else if (filters.party && filters.show_name) { %}
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{%= filters.party %}
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{% } else if (filters.account) { %}
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{%= filters.account %}
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@ -72,22 +72,50 @@ frappe.query_reports["General Ledger"] = {
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{
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"fieldname":"party",
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"label": __("Party"),
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"fieldtype": "Dynamic Link",
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"get_options": function() {
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"fieldtype": "MultiSelect",
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get_data: function() {
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if(!frappe.query_report_filters_by_name) return;
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var party_type = frappe.query_report_filters_by_name.party_type.get_value();
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var party = frappe.query_report_filters_by_name.party.get_value();
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if(party && !party_type) {
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var parties = frappe.query_report_filters_by_name.party.get_value();
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if(!party_type) {
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frappe.throw(__("Please select Party Type first"));
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}
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return party_type;
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const values = parties.split(/\s*,\s*/).filter(d => d);
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const txt = parties.match(/[^,\s*]*$/)[0] || '';
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let data = [];
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frappe.call({
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type: "GET",
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method:'frappe.desk.search.search_link',
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async: false,
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no_spinner: true,
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args: {
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doctype: frappe.query_report_filters_by_name.party_type.get_value(),
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txt: txt,
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filters: {
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"name": ["not in", values]
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}
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},
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callback: function(r) {
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data = r.results;
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}
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});
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return data;
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},
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on_change: function() {
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var party_type = frappe.query_report_filters_by_name.party_type.get_value();
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var party = frappe.query_report_filters_by_name.party.get_value();
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if(!party_type || !party) {
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var parties = frappe.query_report_filters_by_name.party.get_value();
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const values = parties.split(/\s*,\s*/).filter(d => d);
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if(!party_type || !parties || values.length>1) {
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frappe.query_report_filters_by_name.party_name.set_value("");
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frappe.query_report_filters_by_name.tax_id.set_value("");
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return;
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}
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} else {
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var party = values[0];
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frappe.query_report_filters_by_name.show_name = true;
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var fieldname = erpnext.utils.get_party_name(party_type) || "name";
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frappe.db.get_value(party_type, party, fieldname, function(value) {
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frappe.query_report_filters_by_name.party_name.set_value(value[fieldname]);
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@ -99,6 +127,7 @@ frappe.query_reports["General Ledger"] = {
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});
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}
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}
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}
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},
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{
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"fieldname":"party_name",
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@ -20,6 +20,10 @@ def execute(filters=None):
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for acc in frappe.db.sql("""select name, is_group from tabAccount""", as_dict=1):
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account_details.setdefault(acc.name, acc)
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if filters.get('party'):
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parties = str(filters.get("party")).strip()
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filters.party = [d.strip() for d in parties.split(',') if d]
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validate_filters(filters, account_details)
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validate_party(filters)
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@ -57,14 +61,13 @@ def validate_party(filters):
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if party:
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if not party_type:
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frappe.throw(_("To filter based on Party, select Party Type first"))
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elif not frappe.db.exists(party_type, party):
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frappe.throw(_("Invalid {0}: {1}").format(party_type, party))
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else:
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for d in party:
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if not frappe.db.exists(party_type, d):
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frappe.throw(_("Invalid {0}: {1}").format(party_type, d))
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def set_account_currency(filters):
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if not (filters.get("account") or filters.get("party")):
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return filters
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else:
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if filters.get("account") or (filters.get('party') and len(filters.party) == 1):
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filters["company_currency"] = frappe.db.get_value("Company", filters.company, "default_currency")
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account_currency = None
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@ -73,7 +76,7 @@ def set_account_currency(filters):
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elif filters.get("party"):
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gle_currency = frappe.db.get_value(
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"GL Entry", {
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"party_type": filters.party_type, "party": filters.party, "company": filters.company
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"party_type": filters.party_type, "party": filters.party[0], "company": filters.company
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},
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"account_currency"
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)
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@ -82,7 +85,7 @@ def set_account_currency(filters):
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account_currency = gle_currency
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else:
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account_currency = None if filters.party_type in ["Employee", "Student", "Shareholder"] else \
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frappe.db.get_value(filters.party_type, filters.party, "default_currency")
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frappe.db.get_value(filters.party_type, filters.party[0], "default_currency")
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filters["account_currency"] = account_currency or filters.company_currency
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@ -151,7 +154,7 @@ def get_conditions(filters):
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conditions.append("party_type=%(party_type)s")
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if filters.get("party"):
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conditions.append("party=%(party)s")
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conditions.append("party in %(party)s")
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if not (filters.get("account") or filters.get("party") or
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filters.get("group_by") in ["Group by Account", "Group by Party"]):
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@ -7,7 +7,7 @@ from frappe.model.naming import set_name_by_naming_series
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from frappe import _, msgprint, throw
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import frappe.defaults
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from frappe.utils import flt, cint, cstr
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from frappe.desk.reportview import build_match_conditions
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from frappe.desk.reportview import build_match_conditions, get_filters_cond
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from erpnext.utilities.transaction_base import TransactionBase
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from erpnext.accounts.party import validate_party_accounts, get_dashboard_info, get_timeline_data # keep this
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from frappe.contacts.address_and_contact import load_address_and_contact, delete_contact_and_address
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@ -179,7 +179,7 @@ class Customer(TransactionBase):
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frappe.db.set(self, "customer_name", newdn)
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def get_customer_list(doctype, txt, searchfield, start, page_len, filters):
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def get_customer_list(doctype, txt, searchfield, start, page_len, filters=None):
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if frappe.db.get_default("cust_master_name") == "Customer Name":
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fields = ["name", "customer_group", "territory"]
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else:
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@ -188,6 +188,10 @@ def get_customer_list(doctype, txt, searchfield, start, page_len, filters):
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match_conditions = build_match_conditions("Customer")
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match_conditions = "and {}".format(match_conditions) if match_conditions else ""
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if filters:
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filter_conditions = get_filters_cond(doctype, filters, [])
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match_conditions += "{}".format(filter_conditions)
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return frappe.db.sql("""select %s from `tabCustomer` where docstatus < 2
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and (%s like %s or customer_name like %s)
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{match_conditions}
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