feat: Journal Entry Template
This commit is contained in:
Abhishek Balam
parent
d124581044
commit
7bbb77e66f
@ -0,0 +1,31 @@
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{
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"actions": [],
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"creation": "2020-04-09 01:48:42.783620",
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"doctype": "DocType",
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"editable_grid": 1,
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"engine": "InnoDB",
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"field_order": [
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"account"
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],
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"fields": [
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{
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"fieldname": "account",
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"fieldtype": "Link",
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"in_list_view": 1,
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"label": "Account",
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"options": "Account",
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"reqd": 1
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}
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],
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"istable": 1,
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"links": [],
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"modified": "2020-04-25 01:15:44.879839",
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"modified_by": "Administrator",
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"module": "Accounts",
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"name": "JE Template Account",
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"owner": "Administrator",
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"permissions": [],
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"sort_field": "modified",
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"sort_order": "DESC",
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"track_changes": 1
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}
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@ -0,0 +1,10 @@
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# -*- coding: utf-8 -*-
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# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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from __future__ import unicode_literals
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# import frappe
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from frappe.model.document import Document
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class JETemplateAccount(Document):
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pass
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@ -12,8 +12,10 @@ frappe.ui.form.on("Journal Entry", {
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refresh: function(frm) {
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erpnext.toggle_naming_series();
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frm.cscript.voucher_type(frm.doc);
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// frm.cscript.voucher_type(frm.doc);
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cur_frm.set_df_property("cheque_no", "reqd", frm.doc.voucher_type=="Bank Entry");
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cur_frm.set_df_property("cheque_date", "reqd", frm.doc.voucher_type=="Bank Entry");
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if(frm.doc.docstatus==1) {
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frm.add_custom_button(__('Ledger'), function() {
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frappe.route_options = {
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@ -120,6 +122,32 @@ frappe.ui.form.on("Journal Entry", {
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}
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}
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});
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},
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from_template: function(frm){
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var update_jv_details = function(doc, r) {
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frappe.model.clear_table(frm.doc, "accounts");
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$.each(r, function(i, d) {
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var row = frappe.model.add_child(doc, "Journal Entry Account", "accounts");
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row.account = d.account;
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row.balance = d.balance;
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});
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refresh_field("accounts");
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}
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if (frm.doc.from_template){
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frappe.db.get_doc("Journal Entry Template", frm.doc.from_template)
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.then((doc) => {
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frm.set_value("company",doc.company);
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frm.set_value("voucher_type", doc.voucher_type);
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frm.set_value("naming_series", doc.je_naming_series);
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frm.set_value("is_opening", doc.is_opening);
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update_jv_details(frm.doc, doc.accounts);
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})
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.catch((err)=>{
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console.log(err);
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})
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}
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}
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});
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@ -1,4 +1,5 @@
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{
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"actions": [],
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"allow_import": 1,
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"autoname": "naming_series:",
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"creation": "2013-03-25 10:53:52",
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@ -10,6 +11,7 @@
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"title",
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"voucher_type",
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"naming_series",
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"from_template",
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"column_break1",
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"posting_date",
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"company",
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@ -484,12 +486,19 @@
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"options": "Journal Entry",
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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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"fieldname": "from_template",
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"fieldtype": "Link",
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"label": "From Template",
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"options": "Journal Entry Template"
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}
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],
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"icon": "fa fa-file-text",
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"idx": 176,
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"is_submittable": 1,
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"modified": "2020-01-16 13:05:30.634226",
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"links": [],
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"modified": "2020-04-25 02:02:04.017198",
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"modified_by": "Administrator",
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"module": "Accounts",
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"name": "Journal Entry",
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@ -1,4 +1,5 @@
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{
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"actions": [],
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"autoname": "hash",
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"creation": "2013-02-22 01:27:39",
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"doctype": "DocType",
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@ -271,7 +272,8 @@
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],
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"idx": 1,
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"istable": 1,
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"modified": "2020-01-13 12:41:33.968025",
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"links": [],
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"modified": "2020-04-25 01:47:49.060128",
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"modified_by": "Administrator",
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"module": "Accounts",
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"name": "Journal Entry Account",
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@ -280,4 +282,4 @@
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"sort_field": "modified",
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"sort_order": "DESC",
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"track_changes": 1
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}
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}
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@ -0,0 +1,77 @@
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// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on("Journal Entry Template", {
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// refresh: function(frm) {
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// }
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setup: function(frm) {
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frm.set_query("account" ,"accounts", () => {
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return {
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filters: {
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"company": frm.doc.company==undefined ? null: frm.doc.company,
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}
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}
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});
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},
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onload_post_render: function(frm){
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// frm.get_field("accounts").grid.set_multiple_add("account");
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},
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all_accounts: function(frm) {
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frm.trigger("clear_child");
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},
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voucher_type: function(frm) {
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var add_accounts = function(doc, r) {
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$.each(r, function(i, d) {
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var row = frappe.model.add_child(doc, "JE Template Account", "accounts");
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row.account = d.account;
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});
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refresh_field("accounts");
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}
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frm.trigger("clear_child");
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switch(frm.doc.voucher_type){
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case "Opening Entry":
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if(frm.doc.company == undefined){
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frappe.throw("Please select Company!");
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}
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frm.set_value("is_opening", "Yes");
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frappe.call({
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type:"GET",
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method: "erpnext.accounts.doctype.journal_entry.journal_entry.get_opening_accounts",
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args: {
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"company": frm.doc.company
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},
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callback: function(r) {
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if(r.message) {
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add_accounts(frm.doc, r.message);
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}
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}
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})
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break;
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case "Bank Entry":
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case "Cash Entry":
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frappe.call({
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type: "GET",
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method: "erpnext.accounts.doctype.journal_entry.journal_entry.get_default_bank_cash_account",
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args: {
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"account_type": (frm.doc.voucher_type=="Bank Entry" ?
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"Bank" : (frm.doc.voucher_type=="Cash Entry" ? "Cash" : null)),
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"company": frm.doc.company
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},
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callback: function(r) {
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if(r.message) {
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add_accounts(frm.doc, [r.message]);
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}
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}
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})
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break;
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default:
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frm.trigger("clear_child");
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}
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},
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clear_child: function(frm){
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frappe.model.clear_table(frm.doc, "accounts");
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refresh_field("accounts");
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}
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});
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@ -0,0 +1,114 @@
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{
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"actions": [],
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"autoname": "naming_series:",
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"creation": "2020-04-09 01:32:51.332301",
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"doctype": "DocType",
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"editable_grid": 1,
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"engine": "InnoDB",
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"field_order": [
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"section_break_1",
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"voucher_type",
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"company",
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"column_break_3",
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"je_naming_series",
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"is_opening",
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"section_break_2",
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"accounts"
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],
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"fields": [
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{
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"fieldname": "section_break_1",
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"fieldtype": "Section Break"
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},
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{
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"fieldname": "voucher_type",
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"fieldtype": "Select",
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"in_list_view": 1,
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"label": "Journal Entry Type",
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"options": "Journal Entry\nInter Company Journal Entry\nBank Entry\nCash Entry\nCredit Card Entry\nDebit Note\nCredit Note\nContra Entry\nExcise Entry\nWrite Off Entry\nOpening Entry\nDepreciation Entry\nExchange Rate Revaluation",
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"reqd": 1
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},
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{
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"fieldname": "company",
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"fieldtype": "Link",
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"in_list_view": 1,
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"label": "Company",
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"options": "Company",
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"reqd": 1
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},
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{
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"fieldname": "column_break_3",
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"fieldtype": "Column Break"
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},
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{
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"default": "ACC-JV-.YYYY.-",
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"fieldname": "je_naming_series",
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"fieldtype": "Data",
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"label": "Naming Series"
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},
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{
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"default": "No",
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"fieldname": "is_opening",
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"fieldtype": "Select",
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"label": "Is Opening",
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"options": "No\nYes"
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},
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{
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"fieldname": "section_break_2",
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"fieldtype": "Section Break"
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},
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{
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"fieldname": "accounts",
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"fieldtype": "Table",
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"label": "Accounting Entries",
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"options": "JE Template Account"
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}
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],
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"links": [],
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"modified": "2020-04-25 02:14:35.185062",
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"modified_by": "Administrator",
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"module": "Accounts",
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"name": "Journal Entry Template",
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"owner": "Administrator",
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"permissions": [
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{
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 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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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "Accounts User",
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"share": 1,
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"write": 1
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},
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{
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "Accounts 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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"sort_field": "modified",
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"sort_order": "DESC",
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"track_changes": 1
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}
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@ -0,0 +1,13 @@
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# -*- coding: utf-8 -*-
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# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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from __future__ import unicode_literals
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import frappe
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from frappe.model.document import Document
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from erpnext.accounts.utils import get_balance_on
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class JournalEntryTemplate(Document):
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def autoname(self):
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self.name = self.voucher_type + ' - ' + frappe.get_value('Company', self.company, 'abbr')
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@ -0,0 +1,10 @@
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# -*- coding: utf-8 -*-
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# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
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# See license.txt
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from __future__ import unicode_literals
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# import frappe
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import unittest
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class TestJournalEntryTemplate(unittest.TestCase):
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pass
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