Merge accounts functionality (#14993)
* Add dialog to merge accounts * Add conditions and merge functionality * Fix travis * Add test case * Add more test scenarios
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@ -53,6 +53,12 @@ frappe.ui.form.on('Account', {
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frm.trigger("update_account_number");
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});
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}
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if(!frm.doc.__islocal) {
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frm.add_custom_button(__('Merge Account'), function () {
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frm.trigger("merge_account");
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});
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}
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},
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account_type: function (frm) {
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if (frm.doc.is_group == 0) {
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@ -98,6 +104,44 @@ frappe.ui.form.on('Account', {
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}
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},
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merge_account: function(frm) {
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var d = new frappe.ui.Dialog({
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title: __('Merge with Existing Account'),
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fields: [
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{
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"label" : "Name",
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"fieldname": "name",
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"fieldtype": "Data",
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"reqd": 1,
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"default": frm.doc.name
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}
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],
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primary_action: function() {
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var data = d.get_values();
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frappe.call({
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method: "erpnext.accounts.doctype.account.account.merge_account",
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args: {
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old: frm.doc.name,
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new: data.name,
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is_group: frm.doc.is_group,
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root_type: frm.doc.root_type,
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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.exc) {
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if(r.message) {
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frappe.set_route("Form", "Account", r.message);
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}
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d.hide();
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}
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}
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});
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},
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primary_action_label: __('Merge')
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});
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d.show();
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},
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update_account_number: function(frm) {
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var d = new frappe.ui.Dialog({
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title: __('Update Account Number / Name'),
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@ -217,3 +217,23 @@ def update_account_number(name, account_name, account_number=None):
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if name != new_name:
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frappe.rename_doc("Account", name, new_name, ignore_permissions=1)
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return new_name
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@frappe.whitelist()
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def merge_account(old, new, is_group, root_type, company):
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# Validate properties before merging
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if not frappe.db.exists("Account", new):
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throw(_("Account {0} does not exist").format(new))
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val = list(frappe.db.get_value("Account", new,
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["is_group", "root_type", "company"]))
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if val != [cint(is_group), root_type, company]:
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throw(_("""Merging is only possible if following properties are same in both records. Is Group, Root Type, Company"""))
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if is_group and frappe.db.get_value("Account", new, "parent_account") == old:
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frappe.db.set_value("Account", new, "parent_account",
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frappe.db.get_value("Account", old, "parent_account"))
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frappe.rename_doc("Account", old, new, merge=1, ignore_permissions=1)
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return new
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@ -6,6 +6,7 @@ import unittest
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import frappe
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from erpnext.stock import get_warehouse_account, get_company_default_inventory_account
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from erpnext.accounts.doctype.account.account import update_account_number
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from erpnext.accounts.doctype.account.account import merge_account
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class TestAccount(unittest.TestCase):
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def test_rename_account(self):
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@ -25,7 +26,7 @@ class TestAccount(unittest.TestCase):
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new_account_number = "1211-11-4 - 6 - "
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new_account_name = "Debtors 1 - Test - "
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update_account_number("1210 - Debtors - _TC", new_account_number, new_account_name)
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update_account_number("1210 - Debtors - _TC", new_account_name, new_account_number)
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new_acc = frappe.db.get_value("Account", "1211-11-4 - 6 - - Debtors 1 - Test - - _TC",
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["account_name", "account_number"], as_dict=1)
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@ -35,6 +36,67 @@ class TestAccount(unittest.TestCase):
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frappe.delete_doc("Account", "1211-11-4 - 6 - Debtors 1 - Test - - _TC")
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def test_merge_account(self):
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if not frappe.db.exists("Account", "Current Assets - _TC"):
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acc = frappe.new_doc("Account")
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acc.account_name = "Current Assets"
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acc.is_group = 1
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acc.parent_account = "Application of Funds (Assets) - _TC"
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acc.company = "_Test Company"
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acc.insert()
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if not frappe.db.exists("Account", "Securities and Deposits - _TC"):
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acc = frappe.new_doc("Account")
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acc.account_name = "Securities and Deposits"
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acc.parent_account = "Current Assets - _TC"
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acc.is_group = 1
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acc.company = "_Test Company"
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acc.insert()
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if not frappe.db.exists("Account", "Earnest Money - _TC"):
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acc = frappe.new_doc("Account")
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acc.account_name = "Earnest Money"
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acc.parent_account = "Securities and Deposits - _TC"
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acc.company = "_Test Company"
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acc.insert()
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if not frappe.db.exists("Account", "Cash In Hand - _TC"):
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acc = frappe.new_doc("Account")
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acc.account_name = "Cash In Hand"
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acc.is_group = 1
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acc.parent_account = "Current Assets - _TC"
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acc.company = "_Test Company"
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acc.insert()
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if not frappe.db.exists("Account", "Accumulated Depreciation - _TC"):
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acc = frappe.new_doc("Account")
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acc.account_name = "Accumulated Depreciation"
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acc.parent_account = "Fixed Assets - _TC"
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acc.company = "_Test Company"
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acc.insert()
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doc = frappe.get_doc("Account", "Securities and Deposits - _TC")
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parent = frappe.db.get_value("Account", "Earnest Money - _TC", "parent_account")
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self.assertEqual(parent, "Securities and Deposits - _TC")
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merge_account("Securities and Deposits - _TC", "Cash In Hand - _TC", doc.is_group, doc.root_type, doc.company)
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parent = frappe.db.get_value("Account", "Earnest Money - _TC", "parent_account")
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# Parent account of the child account changes after merging
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self.assertEqual(parent, "Cash In Hand - _TC")
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# Old account doesn't exist after merging
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self.assertFalse(frappe.db.exists("Account", "Securities and Deposits - _TC"))
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doc = frappe.get_doc("Account", "Current Assets - _TC")
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# Raise error as is_group property doesn't match
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self.assertRaises(frappe.ValidationError, merge_account, "Current Assets - _TC",\
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"Accumulated Depreciation - _TC", doc.is_group, doc.root_type, doc.company)
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doc = frappe.get_doc("Account", "Capital Stock - _TC")
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# Raise error as root_type property doesn't match
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self.assertRaises(frappe.ValidationError, merge_account, "Capital Stock - _TC",\
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"Softwares - _TC", doc.is_group, doc.root_type, doc.company)
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def _make_test_records(verbose):
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from frappe.test_runner import make_test_objects
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