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Merge pull request #35650 from deepeshgarg007/ledger_preview

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feat: Ledger Preview
This commit is contained in:
Deepesh Garg 2023-06-22 18:30:03 +05:30 committed by GitHub
commit 754eb6bdb6
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GPG Key ID: 4AEE18F83AFDEB23
10 changed files with 240 additions and 4 deletions
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1
erpnext/accounts/doctype/payment_entry/payment_entry.js
View File

@ -155,6 +155,7 @@ frappe.ui.form.on('Payment Entry', {
frm.events.hide_unhide_fields(frm);
frm.events.set_dynamic_labels(frm);
frm.events.show_general_ledger(frm);
erpnext.accounts.ledger_preview.show_accounting_ledger_preview(frm);
},
validate_company: (frm) => {

4
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
View File

@ -54,9 +54,11 @@ erpnext.accounts.PurchaseInvoice = class PurchaseInvoice extends erpnext.buying.
hide_fields(this.frm.doc);
// Show / Hide button
this.show_general_ledger();
erpnext.accounts.ledger_preview.show_accounting_ledger_preview(this.frm);
if(doc.update_stock==1 && doc.docstatus==1) {
if(doc.update_stock==1) {
this.show_stock_ledger();
erpnext.accounts.ledger_preview.show_stock_ledger_preview(this.frm);
}
if(!doc.is_return && doc.docstatus == 1 && doc.outstanding_amount != 0){

6
erpnext/accounts/doctype/sales_invoice/sales_invoice.js
View File

@ -88,8 +88,12 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends e
}
this.show_general_ledger();
erpnext.accounts.ledger_preview.show_accounting_ledger_preview(this.frm);
if(doc.update_stock) this.show_stock_ledger();
if(doc.update_stock){
this.show_stock_ledger();
erpnext.accounts.ledger_preview.show_stock_ledger_preview(this.frm);
}
if (doc.docstatus == 1 && doc.outstanding_amount!=0
&& !(cint(doc.is_return) && doc.return_against)) {

2
erpnext/accounts/doctype/sales_invoice/sales_invoice.json
View File

@ -2157,7 +2157,7 @@
"link_fieldname": "consolidated_invoice"
}
],
"modified": "2023-06-19 16:02:05.309332",
"modified": "2023-06-21 16:02:18.988799",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",

143
erpnext/controllers/stock_controller.py
View File

@ -845,6 +845,149 @@ class StockController(AccountsController):
gl_entries.append(self.get_gl_dict(gl_entry, item=item))
@frappe.whitelist()
def show_accounting_ledger_preview(company, doctype, docname):
filters = {"company": company, "include_dimensions": 1}
doc = frappe.get_doc(doctype, docname)
gl_columns, gl_data = get_accounting_ledger_preview(doc, filters)
frappe.db.rollback()
return {"gl_columns": gl_columns, "gl_data": gl_data}
@frappe.whitelist()
def show_stock_ledger_preview(company, doctype, docname):
filters = {"company": company}
doc = frappe.get_doc(doctype, docname)
sl_columns, sl_data = get_stock_ledger_preview(doc, filters)
frappe.db.rollback()
return {
"sl_columns": sl_columns,
"sl_data": sl_data,
}
def get_accounting_ledger_preview(doc, filters):
from erpnext.accounts.report.general_ledger.general_ledger import get_columns as get_gl_columns
gl_columns, gl_data = [], []
fields = [
"posting_date",
"account",
"debit",
"credit",
"against",
"party",
"party_type",
"cost_center",
"against_voucher_type",
"against_voucher",
]
doc.docstatus = 1
if doc.get("update_stock") or doc.doctype in ("Purchase Receipt", "Delivery Note"):
doc.update_stock_ledger()
doc.make_gl_entries()
columns = get_gl_columns(filters)
gl_entries = get_gl_entries_for_preview(doc.doctype, doc.name, fields)
gl_columns = get_columns(columns, fields)
gl_data = get_data(fields, gl_entries)
return gl_columns, gl_data
def get_stock_ledger_preview(doc, filters):
from erpnext.stock.report.stock_ledger.stock_ledger import get_columns as get_sl_columns
sl_columns, sl_data = [], []
fields = [
"item_code",
"stock_uom",
"actual_qty",
"qty_after_transaction",
"warehouse",
"incoming_rate",
"valuation_rate",
"stock_value",
"stock_value_difference",
]
columns_fields = [
"item_code",
"stock_uom",
"in_qty",
"out_qty",
"qty_after_transaction",
"warehouse",
"incoming_rate",
"in_out_rate",
"stock_value",
"stock_value_difference",
]
if doc.get("update_stock") or doc.doctype in ("Purchase Receipt", "Delivery Note"):
doc.docstatus = 1
doc.update_stock_ledger()
columns = get_sl_columns(filters)
sl_entries = get_sl_entries_for_preview(doc.doctype, doc.name, fields)
sl_columns = get_columns(columns, columns_fields)
sl_data = get_data(columns_fields, sl_entries)
return sl_columns, sl_data
def get_sl_entries_for_preview(doctype, docname, fields):
sl_entries = frappe.get_all(
"Stock Ledger Entry", filters={"voucher_type": doctype, "voucher_no": docname}, fields=fields
)
for entry in sl_entries:
if entry.actual_qty > 0:
entry["in_qty"] = entry.actual_qty
entry["out_qty"] = 0
else:
entry["out_qty"] = abs(entry.actual_qty)
entry["in_qty"] = 0
entry["in_out_rate"] = entry["valuation_rate"]
return sl_entries
def get_gl_entries_for_preview(doctype, docname, fields):
return frappe.get_all(
"GL Entry", filters={"voucher_type": doctype, "voucher_no": docname}, fields=fields
)
def get_columns(raw_columns, fields):
return [
{"name": d.get("label"), "editable": False, "width": 110}
for d in raw_columns
if not d.get("hidden") and d.get("fieldname") in fields
]
def get_data(raw_columns, raw_data):
datatable_data = []
for row in raw_data:
data_row = []
for column in raw_columns:
data_row.append(row.get(column) or "")
datatable_data.append(data_row)
return datatable_data
def repost_required_for_queue(doc: StockController) -> bool:
"""check if stock document contains repeated item-warehouse with queue based valuation.

2
erpnext/public/js/controllers/stock_controller.js
View File

@ -66,7 +66,7 @@ erpnext.stock.StockController = class StockController extends frappe.ui.form.Con
}
show_general_ledger() {
var me = this;
let me = this;
if(this.frm.doc.docstatus > 0) {
cur_frm.add_custom_button(__('Accounting Ledger'), function() {
frappe.route_options = {

1
erpnext/public/js/erpnext.bundle.js
View File

@ -17,6 +17,7 @@ import "./utils/customer_quick_entry";
import "./utils/supplier_quick_entry";
import "./call_popup/call_popup";
import "./utils/dimension_tree_filter";
import "./utils/ledger_preview.js"
import "./utils/barcode_scanner";
import "./telephony";
import "./templates/call_link.html";

78
erpnext/public/js/utils/ledger_preview.js Normal file
View File

@ -0,0 +1,78 @@
frappe.provide('erpnext.accounts');
erpnext.accounts.ledger_preview = {
show_accounting_ledger_preview(frm) {
let me = this;
if(!frm.is_new() && frm.doc.docstatus == 0) {
frm.add_custom_button(__('Accounting Ledger'), function() {
frappe.call({
"type": "GET",
"method": "erpnext.controllers.stock_controller.show_accounting_ledger_preview",
"args": {
"company": frm.doc.company,
"doctype": frm.doc.doctype,
"docname": frm.doc.name
},
"callback": function(response) {
me.make_dialog("Accounting Ledger Preview", "accounting_ledger_preview_html", response.message.gl_columns, response.message.gl_data);
}
})
}, __("Preview"));
}
},
show_stock_ledger_preview(frm) {
let me = this
if(!frm.is_new() && frm.doc.docstatus == 0) {
frm.add_custom_button(__('Stock Ledger'), function() {
frappe.call({
"type": "GET",
"method": "erpnext.controllers.stock_controller.show_stock_ledger_preview",
"args": {
"company": frm.doc.company,
"doctype": frm.doc.doctype,
"docname": frm.doc.name
},
"callback": function(response) {
me.make_dialog("Stock Ledger Preview", "stock_ledger_preview_html", response.message.sl_columns, response.message.sl_data);
}
})
}, __("Preview"));
}
},
make_dialog(label, fieldname, columns, data) {
let me = this;
let dialog = new frappe.ui.Dialog({
"size": "extra-large",
"title": __(label),
"fields": [
{
"fieldtype": "HTML",
"fieldname": fieldname,
},
]
});
setTimeout(function() {
me.get_datatable(columns, data, dialog.get_field(fieldname).wrapper);
}, 200);
dialog.show();
},
get_datatable(columns, data, wrapper) {
const datatable_options = {
columns: columns,
data: data,
dynamicRowHeight: true,
checkboxColumn: false,
inlineFilters: true,
};
new frappe.DataTable(
wrapper,
datatable_options
);
}
}

3
erpnext/stock/doctype/delivery_note/delivery_note.js
View File

@ -200,6 +200,9 @@ erpnext.stock.DeliveryNoteController = class DeliveryNoteController extends erpn
}
}
erpnext.accounts.ledger_preview.show_accounting_ledger_preview(this.frm);
erpnext.accounts.ledger_preview.show_stock_ledger_preview(this.frm);
if (doc.docstatus > 0) {
this.show_stock_ledger();
if (erpnext.is_perpetual_inventory_enabled(doc.company)) {

4
erpnext/stock/doctype/purchase_receipt/purchase_receipt.js
View File

@ -121,6 +121,10 @@ erpnext.stock.PurchaseReceiptController = class PurchaseReceiptController extend
refresh() {
var me = this;
super.refresh();
erpnext.accounts.ledger_preview.show_accounting_ledger_preview(this.frm);
erpnext.accounts.ledger_preview.show_stock_ledger_preview(this.frm);
if(this.frm.doc.docstatus > 0) {
this.show_stock_ledger();
//removed for temporary