From ad5d7897a8b032c3152e344450b785d60cf8ab17 Mon Sep 17 00:00:00 2001 From: Dany Robert Date: Thu, 9 Dec 2021 13:31:54 +0000 Subject: [PATCH] feat: ledger merger doctype --- .../accounts/doctype/ledger_merge/__init__.py | 0 .../doctype/ledger_merge/ledger_merge.js | 88 ++++++++++++++ .../doctype/ledger_merge/ledger_merge.json | 109 ++++++++++++++++++ .../doctype/ledger_merge/ledger_merge.py | 8 ++ .../doctype/ledger_merge/test_ledger_merge.py | 8 ++ .../doctype/ledger_merge_accounts/__init__.py | 0 .../ledger_merge_accounts.json | 43 +++++++ .../ledger_merge_accounts.py | 8 ++ 8 files changed, 264 insertions(+) create mode 100644 erpnext/accounts/doctype/ledger_merge/__init__.py create mode 100644 erpnext/accounts/doctype/ledger_merge/ledger_merge.js create mode 100644 erpnext/accounts/doctype/ledger_merge/ledger_merge.json create mode 100644 erpnext/accounts/doctype/ledger_merge/ledger_merge.py create mode 100644 erpnext/accounts/doctype/ledger_merge/test_ledger_merge.py create mode 100644 erpnext/accounts/doctype/ledger_merge_accounts/__init__.py create mode 100644 erpnext/accounts/doctype/ledger_merge_accounts/ledger_merge_accounts.json create mode 100644 erpnext/accounts/doctype/ledger_merge_accounts/ledger_merge_accounts.py diff --git a/erpnext/accounts/doctype/ledger_merge/__init__.py b/erpnext/accounts/doctype/ledger_merge/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/accounts/doctype/ledger_merge/ledger_merge.js b/erpnext/accounts/doctype/ledger_merge/ledger_merge.js new file mode 100644 index 0000000000..ff69ddce97 --- /dev/null +++ b/erpnext/accounts/doctype/ledger_merge/ledger_merge.js @@ -0,0 +1,88 @@ +// 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'); + } +}) diff --git a/erpnext/accounts/doctype/ledger_merge/ledger_merge.json b/erpnext/accounts/doctype/ledger_merge/ledger_merge.json new file mode 100644 index 0000000000..b3652bbabd --- /dev/null +++ b/erpnext/accounts/doctype/ledger_merge/ledger_merge.json @@ -0,0 +1,109 @@ +{ + "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 +} \ No newline at end of file diff --git a/erpnext/accounts/doctype/ledger_merge/ledger_merge.py b/erpnext/accounts/doctype/ledger_merge/ledger_merge.py new file mode 100644 index 0000000000..bf12ff5b2a --- /dev/null +++ b/erpnext/accounts/doctype/ledger_merge/ledger_merge.py @@ -0,0 +1,8 @@ +# 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 diff --git a/erpnext/accounts/doctype/ledger_merge/test_ledger_merge.py b/erpnext/accounts/doctype/ledger_merge/test_ledger_merge.py new file mode 100644 index 0000000000..c24caedda8 --- /dev/null +++ b/erpnext/accounts/doctype/ledger_merge/test_ledger_merge.py @@ -0,0 +1,8 @@ +# Copyright (c) 2021, Wahni Green Technologies Pvt. Ltd. and Contributors +# See license.txt + +# import frappe +import unittest + +class TestLedgerMerge(unittest.TestCase): + pass diff --git a/erpnext/accounts/doctype/ledger_merge_accounts/__init__.py b/erpnext/accounts/doctype/ledger_merge_accounts/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/accounts/doctype/ledger_merge_accounts/ledger_merge_accounts.json b/erpnext/accounts/doctype/ledger_merge_accounts/ledger_merge_accounts.json new file mode 100644 index 0000000000..f5dab369a7 --- /dev/null +++ b/erpnext/accounts/doctype/ledger_merge_accounts/ledger_merge_accounts.json @@ -0,0 +1,43 @@ +{ + "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" +} \ No newline at end of file diff --git a/erpnext/accounts/doctype/ledger_merge_accounts/ledger_merge_accounts.py b/erpnext/accounts/doctype/ledger_merge_accounts/ledger_merge_accounts.py new file mode 100644 index 0000000000..1b37095735 --- /dev/null +++ b/erpnext/accounts/doctype/ledger_merge_accounts/ledger_merge_accounts.py @@ -0,0 +1,8 @@ +# 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