feat: ledger merger doctype

This commit is contained in:
Dany Robert 2021-12-09 13:31:54 +00:00
parent c64d5028b4
commit ad5d7897a8
8 changed files with 264 additions and 0 deletions

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// Copyright (c) 2021, Wahni Green Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Ledger Merge', {
setup: function(frm) {
frm.set_query("account", function(doc) {
if (!doc.company) frappe.throw(__('Please set Company'));
if (!doc.root_type) frappe.throw(__('Please set Root Type'));
return {
filters: {
is_group: 0,
root_type: doc.root_type,
company: doc.company
}
}
});
frm.set_query('account', 'merge_accounts', function(doc, cdt, cdn) {
if (!doc.company) frappe.throw(__('Please set Company'));
if (!doc.root_type) frappe.throw(__('Please set Root Type'));
if (!doc.account) frappe.throw(__('Please set Account'));
return {
filters: {
is_group: 0,
root_type: doc.root_type,
name: ["!=", doc.account],
company: doc.company
}
}
});
},
refresh: function(frm) {
frm.page.hide_icon_group();
},
onload_post_render: function(frm) {
frm.trigger('update_primary_action');
},
after_save: function(frm) {
frm.trigger('update_primary_action');
},
update_primary_action: function(frm) {
if (frm.is_dirty()) {
frm.enable_save();
return;
}
frm.disable_save();
if (frm.doc.status !== 'Success') {
if (!frm.is_new()) {
let label =
frm.doc.status === 'Pending' ? __('Start Merge') : __('Retry');
frm.page.set_primary_action(label, () => frm.events.start_merge(frm));
} else {
frm.page.set_primary_action(__('Save'), () => frm.save());
}
}
},
start_merge: function(frm) {
console.log('Hi');
frm.trigger('set_merge_status');
},
set_merge_status: function(frm) {
if (frm.doc.status == "Pending") return;
let successful_records = 0;
frm.doc.merge_accounts.forEach((row) => {
if(row.merged) successful_records += 1;
});
let message_args = [successful_records, frm.doc.merge_accounts.length];
frm.dashboard.set_headline(__('Successfully merged {0} out of {1}.', message_args));
}
});
frappe.ui.form.on('Ledger Merge Accounts', {
merge_accounts_add: function(frm, cdt, cdn) {
frm.trigger('update_primary_action');
},
merge_accounts_remove: function(frm, cdt, cdn) {
frm.trigger('update_primary_action');
},
account: function(frm, cdt, cdn) {
frm.trigger('update_primary_action');
}
})

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{
"actions": [],
"autoname": "format:{account} merger on {creation}",
"creation": "2021-12-09 15:38:04.556584",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"section_break_1",
"root_type",
"account",
"column_break_3",
"company",
"status",
"section_break_5",
"merge_accounts"
],
"fields": [
{
"depends_on": "root_type",
"fieldname": "account",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Account",
"options": "Account",
"reqd": 1,
"set_only_once": 1
},
{
"fieldname": "section_break_1",
"fieldtype": "Section Break"
},
{
"fieldname": "column_break_3",
"fieldtype": "Column Break"
},
{
"fieldname": "merge_accounts",
"fieldtype": "Table",
"label": "Accounts to Merge",
"options": "Ledger Merge Accounts",
"reqd": 1
},
{
"depends_on": "account",
"fieldname": "section_break_5",
"fieldtype": "Section Break"
},
{
"fieldname": "company",
"fieldtype": "Link",
"label": "Company",
"options": "Company",
"reqd": 1,
"set_only_once": 1
},
{
"fieldname": "status",
"fieldtype": "Select",
"label": "Status",
"options": "Pending\nSuccess\nPartial Success\nError",
"read_only": 1
},
{
"fieldname": "root_type",
"fieldtype": "Select",
"label": "Root Type",
"options": "\nAsset\nLiability\nIncome\nExpense\nEquity",
"reqd": 1,
"set_only_once": 1
}
],
"hide_toolbar": 1,
"links": [],
"modified": "2021-12-09 18:35:30.720538",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Ledger Merge",
"naming_rule": "Expression",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
},
{
"create": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts Manager",
"share": 1,
"write": 1
}
],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

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# Copyright (c) 2021, Wahni Green Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
import frappe
from frappe.model.document import Document
class LedgerMerge(Document):
pass

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# Copyright (c) 2021, Wahni Green Technologies Pvt. Ltd. and Contributors
# See license.txt
# import frappe
import unittest
class TestLedgerMerge(unittest.TestCase):
pass

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{
"actions": [],
"allow_rename": 1,
"creation": "2021-12-09 15:44:58.033398",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"account",
"merged"
],
"fields": [
{
"columns": 8,
"fieldname": "account",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Account",
"options": "Account",
"reqd": 1
},
{
"columns": 2,
"default": "0",
"fieldname": "merged",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Merged",
"read_only": 1
}
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2021-12-09 15:50:09.047183",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Ledger Merge Accounts",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC"
}

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# Copyright (c) 2021, Wahni Green Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class LedgerMergeAccounts(Document):
pass