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Merge pull request #38273 from GursheenK/email-digest-annual-income-expense

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fix: annual income and expenses in email digest
This commit is contained in:
Gursheen Kaur Anand 2023-11-24 15:19:09 +05:30 committed by GitHub
commit d32147f8fe
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2 changed files with 5 additions and 1 deletions
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3
erpnext/accounts/utils.py
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@ -183,6 +183,7 @@ def get_balance_on(
cost_center=None,
ignore_account_permission=False,
account_type=None,
start_date=None,
):
if not account and frappe.form_dict.get("account"):
account = frappe.form_dict.get("account")
@ -196,6 +197,8 @@ def get_balance_on(
cost_center = frappe.form_dict.get("cost_center")
cond = ["is_cancelled=0"]
if start_date:
cond.append("posting_date >= %s" % frappe.db.escape(cstr(start_date)))
if date:
cond.append("posting_date <= %s" % frappe.db.escape(cstr(date)))
else:

3
erpnext/setup/doctype/email_digest/email_digest.py
View File

@ -382,9 +382,10 @@ class EmailDigest(Document):
"""Get income to date"""
balance = 0.0
count = 0
fy_start_date = get_fiscal_year(self.future_to_date)[1]
for account in self.get_root_type_accounts(root_type):
balance += get_balance_on(account, date=self.future_to_date)
balance += get_balance_on(account, date=self.future_to_date, start_date=fy_start_date)
count += get_count_on(account, fieldname, date=self.future_to_date)
if fieldname == "income":