chart of account fixes, added delete, rename
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833f070991
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7dd13a45f6
@ -23,6 +23,11 @@ cur_frm.cscript.onload = function(doc, cdt, cdn) {
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// Refresh
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// -----------------------------------------
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cur_frm.cscript.refresh = function(doc, cdt, cdn) {
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if(doc.__islocal) {
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msgprint("Please create new account from Chart of Accounts.");
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throw "cannot create";
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}
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cur_frm.toggle_display('account_name', doc.__islocal);
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// hide fields if group
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@ -34,7 +39,7 @@ cur_frm.cscript.refresh = function(doc, cdt, cdn) {
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'is_pl_account', 'company'], false);
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// read-only for root accounts
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root_acc = ['Application of Funds (Assets)','Expenses','Income','Source of Funds (Liabilities)'];
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root_acc = doc.parent ? false : true;
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if(in_list(root_acc, doc.account_name)) {
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cur_frm.perm = [[1,0,0], [1,0,0]];
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cur_frm.set_intro("This is a root account and cannot be edited.");
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@ -48,7 +53,7 @@ cur_frm.cscript.refresh = function(doc, cdt, cdn) {
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cur_frm.cscript.account_type(doc, cdt, cdn);
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// show / hide convert buttons
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cur_frm.cscript.hide_unhide_group_ledger(doc);
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cur_frm.cscript.add_toolbar_buttons(doc);
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}
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}
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@ -76,7 +81,10 @@ cur_frm.cscript.account_type = function(doc, cdt, cdn) {
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// Hide/unhide group or ledger
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// -----------------------------------------
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cur_frm.cscript.hide_unhide_group_ledger = function(doc) {
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cur_frm.cscript.add_toolbar_buttons = function(doc) {
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cur_frm.add_custom_button('Chart of Accounts',
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function() { wn.set_route("Accounts Browser", "Account"); }, 'icon-list')
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if (cstr(doc.group_or_ledger) == 'Group') {
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cur_frm.add_custom_button('Convert to Ledger',
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function() { cur_frm.cscript.convert_to_ledger(); }, 'icon-retweet')
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@ -61,10 +61,13 @@ class DocType:
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elif par and not self.doc.is_pl_account:
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self.doc.is_pl_account = par[0][2]
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self.doc.debit_or_credit = par[0][3]
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elif self.doc.account_name not in ['Income','Source of Funds (Liabilities)',\
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'Expenses','Application of Funds (Assets)']:
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msgprint("Parent Account is mandatory", raise_exception=1)
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def validate_max_root_accounts(self):
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if webnotes.conn.sql("""select count(*) from tabAccount where
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company=%s and ifnull(parent_account,'')='' and docstatus != 2""",
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self.doc.company)[0][0] > 4:
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webnotes.msgprint("One company cannot have more than 4 root Accounts",
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raise_exception=1)
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# Account name must be unique
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def validate_duplicate_account(self):
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@ -74,21 +77,10 @@ class DocType:
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def validate_root_details(self):
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#does not exists parent
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if self.doc.account_name in ['Income','Source of Funds', 'Expenses','Application of Funds'] and self.doc.parent_account:
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msgprint("You can not assign parent for root account", raise_exception=1)
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# Debit / Credit
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if self.doc.account_name in ['Income','Source of Funds']:
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self.doc.debit_or_credit = 'Credit'
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elif self.doc.account_name in ['Expenses','Application of Funds']:
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self.doc.debit_or_credit = 'Debit'
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# Is PL Account
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if self.doc.account_name in ['Income','Expenses']:
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self.doc.is_pl_account = 'Yes'
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elif self.doc.account_name in ['Source of Funds','Application of Funds']:
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self.doc.is_pl_account = 'No'
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if webnotes.conn.exists("Account", self.doc.name):
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if not self.doc.get_value("Account", self.doc.name, "parent_account"):
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webnotes.msgprint("Root cannot be edited.", raise_exception=1)
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def convert_group_to_ledger(self):
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if self.check_if_child_exists():
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msgprint("Account: %s has existing child. You can not convert this account to ledger" % (self.doc.name), raise_exception=1)
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@ -144,6 +136,7 @@ class DocType:
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def on_update(self):
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# update nsm
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self.validate_max_root_accounts()
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self.update_nsm_model()
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# Check user role for approval process
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@ -52,6 +52,12 @@ pscript['onload_Accounts Browser'] = function(wrapper){
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wrapper.$company_select.val(sys_defaults.company || r[0]).change();
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}
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});
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// refresh on rename
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$(document).bind('rename', function(event, dt, old_name, new_name) {
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if(erpnext.account_chart.ctype==dt)
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wrapper.$company_select.change();
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});
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}
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pscript['onshow_Accounts Browser'] = function(wrapper){
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@ -71,6 +77,11 @@ erpnext.AccountsChart = Class.extend({
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$(wrapper).find('.tree-area').empty();
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var me = this;
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me.ctype = ctype;
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me.can_create = wn.boot.profile.can_create.indexOf(this.ctype);
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me.can_delete = wn.model.can_delete(this.ctype);
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me.can_write = wn.boot.profile.can_write.indexOf(this.ctype);
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me.company = company;
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this.tree = new wn.ui.Tree({
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parent: $(wrapper).find('.tree-area'),
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@ -116,17 +127,24 @@ erpnext.AccountsChart = Class.extend({
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var node_links = [];
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// edit
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if (wn.boot.profile.can_read.indexOf(this.ctype) !== -1) {
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node_links.push('<a href="#!Form/'+encodeURIComponent(this.ctype)+'/'
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node_links.push('<a href="#Form/'+encodeURIComponent(this.ctype)+'/'
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+encodeURIComponent(data.value)+'">Edit</a>');
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}
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if (data.expandable) {
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if((wn.boot.profile.can_create.indexOf(this.ctype) !== -1) ||
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(wn.boot.profile.in_create.indexOf(this.ctype) !== -1)) {
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if(this.can_create) {
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node_links.push('<a onclick="erpnext.account_chart.new_node();">Add Child</a>');
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}
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} else if (this.ctype === 'Account' && wn.boot.profile.can_read.indexOf("GL Entry") !== -1) {
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node_links.push('<a onclick="erpnext.account_chart.show_ledger();">View Ledger</a>');
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}
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if (this.can_write !== -1) {
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node_links.push('<a onclick="erpnext.account_chart.rename()">Rename</a>');
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};
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if (this.can_delete !== -1) {
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node_links.push('<a onclick="erpnext.account_chart.delete()">Delete</a>');
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};
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link.toolbar.append(node_links.join(" | "));
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},
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@ -135,6 +153,18 @@ erpnext.AccountsChart = Class.extend({
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var node = me.selected_node();
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wn.set_route("general-ledger", "account=" + node.data('label'));
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},
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rename: function() {
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var me = this;
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var node = me.selected_node();
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wn.model.rename_doc("Account", node.data('label'));
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},
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delete: function() {
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var me = this;
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var node = me.selected_node();
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wn.model.delete_doc("Account", node.data('label'), function() {
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node.parent().remove();
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});
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},
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new_node: function() {
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if(this.ctype=='Account') {
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this.new_account();
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@ -216,6 +246,8 @@ erpnext.AccountsChart = Class.extend({
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$(fd.group_or_ledger.input).change();
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$(fd.account_type.input).change();
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}
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$(fd.group_or_ledger.input).val("Ledger").change();
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d.show();
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},
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@ -2,19 +2,20 @@
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{
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"owner": "Administrator",
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"docstatus": 0,
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"creation": "2012-11-24 17:21:44",
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"creation": "2012-12-03 10:31:06",
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"modified_by": "Administrator",
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"modified": "2012-11-30 10:54:00"
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"modified": "2012-12-03 13:57:32"
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},
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{
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"is_submittable": 1,
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"autoname": "naming_series:",
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"name": "__common__",
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"description": "Potential Sales Deal",
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"default_print_format": "Standard",
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"search_fields": "status,transaction_date,customer,lead,enquiry_type,territory,company",
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"module": "Selling",
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"doctype": "DocType",
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"document_type": "Transaction"
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"document_type": "Transaction",
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"name": "__common__"
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},
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{
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"name": "__common__",
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@ -35,16 +36,6 @@
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"name": "Opportunity",
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"doctype": "DocType"
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},
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{
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"description": "Enter customer enquiry for which you might raise a quotation in future",
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"oldfieldtype": "Section Break",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Basic Info",
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"fieldname": "basic_info",
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"fieldtype": "Section Break",
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"permlevel": 0
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},
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{
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"description": "To manage multiple series please go to Setup > Manage Series",
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"no_copy": 1,
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@ -474,14 +465,24 @@
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"fieldtype": "Date",
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"permlevel": 1
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},
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{
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"amend": 0,
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"create": 0,
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"doctype": "DocPerm",
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"submit": 0,
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"write": 0,
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"cancel": 0,
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"role": "Sales Manager",
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"permlevel": 1
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},
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{
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"amend": 1,
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"create": 1,
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"doctype": "DocPerm",
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"submit": 1,
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"write": 1,
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"role": "System Manager",
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"cancel": 1,
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"role": "System Manager",
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"permlevel": 0
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},
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{
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@ -495,8 +496,8 @@
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"doctype": "DocPerm",
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"submit": 1,
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"write": 1,
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"role": "Sales User",
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"cancel": 1,
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"role": "Sales User",
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"permlevel": 0
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},
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{
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@ -505,8 +506,8 @@
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"doctype": "DocPerm",
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"submit": 0,
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"write": 0,
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"role": "Sales User",
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"cancel": 0,
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"role": "Sales User",
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"permlevel": 1
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},
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{
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@ -515,18 +516,8 @@
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"doctype": "DocPerm",
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"submit": 1,
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"write": 1,
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"role": "Sales Manager",
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"cancel": 1,
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"permlevel": 0
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},
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{
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"amend": 0,
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"create": 0,
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"doctype": "DocPerm",
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"submit": 0,
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"write": 0,
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"role": "Sales Manager",
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"cancel": 0,
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"permlevel": 1
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"permlevel": 0
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}
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]
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