feat: ledger merger doctype
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c64d5028b4
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0
erpnext/accounts/doctype/ledger_merge/__init__.py
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0
erpnext/accounts/doctype/ledger_merge/__init__.py
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88
erpnext/accounts/doctype/ledger_merge/ledger_merge.js
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88
erpnext/accounts/doctype/ledger_merge/ledger_merge.js
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// Copyright (c) 2021, Wahni Green Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on('Ledger Merge', {
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setup: function(frm) {
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frm.set_query("account", function(doc) {
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if (!doc.company) frappe.throw(__('Please set Company'));
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if (!doc.root_type) frappe.throw(__('Please set Root Type'));
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return {
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filters: {
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is_group: 0,
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root_type: doc.root_type,
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company: doc.company
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}
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}
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});
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frm.set_query('account', 'merge_accounts', function(doc, cdt, cdn) {
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if (!doc.company) frappe.throw(__('Please set Company'));
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if (!doc.root_type) frappe.throw(__('Please set Root Type'));
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if (!doc.account) frappe.throw(__('Please set Account'));
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return {
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filters: {
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is_group: 0,
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root_type: doc.root_type,
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name: ["!=", doc.account],
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company: doc.company
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}
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}
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});
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},
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refresh: function(frm) {
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frm.page.hide_icon_group();
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},
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onload_post_render: function(frm) {
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frm.trigger('update_primary_action');
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},
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after_save: function(frm) {
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frm.trigger('update_primary_action');
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},
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update_primary_action: function(frm) {
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if (frm.is_dirty()) {
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frm.enable_save();
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return;
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}
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frm.disable_save();
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if (frm.doc.status !== 'Success') {
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if (!frm.is_new()) {
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let label =
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frm.doc.status === 'Pending' ? __('Start Merge') : __('Retry');
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frm.page.set_primary_action(label, () => frm.events.start_merge(frm));
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} else {
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frm.page.set_primary_action(__('Save'), () => frm.save());
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}
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}
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},
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start_merge: function(frm) {
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console.log('Hi');
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frm.trigger('set_merge_status');
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},
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set_merge_status: function(frm) {
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if (frm.doc.status == "Pending") return;
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let successful_records = 0;
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frm.doc.merge_accounts.forEach((row) => {
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if(row.merged) successful_records += 1;
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});
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let message_args = [successful_records, frm.doc.merge_accounts.length];
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frm.dashboard.set_headline(__('Successfully merged {0} out of {1}.', message_args));
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}
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});
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frappe.ui.form.on('Ledger Merge Accounts', {
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merge_accounts_add: function(frm, cdt, cdn) {
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frm.trigger('update_primary_action');
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},
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merge_accounts_remove: function(frm, cdt, cdn) {
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frm.trigger('update_primary_action');
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},
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account: function(frm, cdt, cdn) {
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frm.trigger('update_primary_action');
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}
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})
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109
erpnext/accounts/doctype/ledger_merge/ledger_merge.json
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erpnext/accounts/doctype/ledger_merge/ledger_merge.json
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{
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"actions": [],
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"autoname": "format:{account} merger on {creation}",
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"creation": "2021-12-09 15:38:04.556584",
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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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"root_type",
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"account",
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"column_break_3",
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"company",
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"status",
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"section_break_5",
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"merge_accounts"
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],
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"fields": [
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{
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"depends_on": "root_type",
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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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"set_only_once": 1
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},
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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": "column_break_3",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "merge_accounts",
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"fieldtype": "Table",
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"label": "Accounts to Merge",
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"options": "Ledger Merge Accounts",
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"reqd": 1
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},
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{
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"depends_on": "account",
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"fieldname": "section_break_5",
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"fieldtype": "Section Break"
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},
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{
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"fieldname": "company",
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"fieldtype": "Link",
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"label": "Company",
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"options": "Company",
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"reqd": 1,
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"set_only_once": 1
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},
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{
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"fieldname": "status",
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"fieldtype": "Select",
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"label": "Status",
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"options": "Pending\nSuccess\nPartial Success\nError",
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"read_only": 1
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},
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{
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"fieldname": "root_type",
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"fieldtype": "Select",
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"label": "Root Type",
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"options": "\nAsset\nLiability\nIncome\nExpense\nEquity",
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"reqd": 1,
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"set_only_once": 1
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}
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],
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"hide_toolbar": 1,
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"links": [],
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"modified": "2021-12-09 18:35:30.720538",
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"modified_by": "Administrator",
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"module": "Accounts",
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"name": "Ledger Merge",
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"naming_rule": "Expression",
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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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"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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8
erpnext/accounts/doctype/ledger_merge/ledger_merge.py
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8
erpnext/accounts/doctype/ledger_merge/ledger_merge.py
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@ -0,0 +1,8 @@
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# Copyright (c) 2021, Wahni Green Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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import frappe
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from frappe.model.document import Document
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class LedgerMerge(Document):
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pass
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# Copyright (c) 2021, Wahni Green Technologies Pvt. Ltd. and Contributors
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# See license.txt
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# import frappe
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import unittest
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class TestLedgerMerge(unittest.TestCase):
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pass
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{
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"actions": [],
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"allow_rename": 1,
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"creation": "2021-12-09 15:44:58.033398",
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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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"merged"
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],
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"fields": [
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{
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"columns": 8,
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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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"columns": 2,
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"default": "0",
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"fieldname": "merged",
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"fieldtype": "Check",
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"in_list_view": 1,
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"label": "Merged",
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"read_only": 1
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}
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],
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"index_web_pages_for_search": 1,
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"istable": 1,
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"links": [],
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"modified": "2021-12-09 15:50:09.047183",
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"modified_by": "Administrator",
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"module": "Accounts",
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"name": "Ledger Merge Accounts",
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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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}
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# Copyright (c) 2021, Wahni Green Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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# import frappe
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from frappe.model.document import Document
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class LedgerMergeAccounts(Document):
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pass
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