Commit Graph

38 Commits

Author SHA1 Message Date
Shivam Mishra
b6fb13258f feat: move financial statement switcher to page toolbar 2020-07-23 17:02:32 +05:30
Diksha Jadhav
09b8caf866 fix(report): fix alignment in script report that extends financial_statements.js 2020-07-21 17:35:10 +05:30
Deepesh Garg
1f3fe59e36
fix: Default period start date and period end date for financial statements () 2020-05-28 18:36:21 +05:30
Deepesh Garg
11ea0b1289 fix: Do not add filters in report on accounting dimension creation if it already exists 2020-05-26 19:23:45 +05:30
Deepesh Garg
24a2c9b978
feat: Date range in financial statements ()
* feat: Date range in financial statements

* feat: Add date range filter in consolidated financial statement

* fix: Handle API changes in query_report

Co-authored-by: Saqib <nextchamp.saqib@gmail.com>
2020-04-07 12:16:25 +05:30
thefalconx33
a639f16dc9 fix: column data not visible after manual selection of columns 2019-12-04 09:46:42 +05:30
deepeshgarg007
f1f79ff1e1 fix: Remove dimensions from boot 2019-07-29 12:14:49 +05:30
deepeshgarg007
7d270edf79 fix: Added default dimension and filter in bootinfo 2019-07-29 12:14:49 +05:30
deepeshgarg007
6bb5ade667 fix: Add accounting dimensions to various reports and fixes 2019-07-07 21:24:45 +05:30
Faris Ansari
2632107129
fix: User MultiSelectList control for Party filter ()
* fix: User MultiSelectList control for Party filter

The comma based filter wouldn't work for values that had comma in them

* fix: Replace with MultiSelectList in reports

* fix: Parse json instead of string split
2019-06-19 12:15:37 +05:30
deepeshgarg007
a8cb00f31f fix: Styling and test case fixes 2019-05-28 16:03:08 +05:30
deepeshgarg007
f5b6ee9ae7 fix: Multiple fixes in accounting doctype 2019-05-28 12:15:56 +05:30
deepeshgarg007
e64c357216 fix: Commified function to get dimensions 2019-05-14 08:50:45 +05:30
deepeshgarg007
d83cf65be1 fix: Added dimensions in financial reports and general ledger 2019-05-12 18:34:23 +05:30
Nabin Hait
b479a87031 fix(report): Cost center filters in financial statements and general ledger 2018-09-07 13:17:23 +05:30
Sanjay Kumar
1b49f3a4e7 Allow cost center in entry of balance sheet accounts ()
* Allow Cost Center In Entry of Balance Sheet Account

* Add parent cost center in get payment entry

* Add Tests for Allow Cost Center In Entry of Balance Sheet Account

* Add tests for cost center wise account and party balance

* set parent cost center in taxes

* 1. Remove copy parent cost_center to child
2. Improve update party and account balance functionality on cost_center change
3. Add cost_center filter to get_outstanding_documents

* fix Codacy and Travis issue
2018-09-06 14:39:35 +05:30
Nabin Hait
f6b784e39e Test fixes 2018-08-30 18:42:35 +05:30
Faris Ansari
5986d59b01 Financial Reports
- Update formatter for use with DataTable
- Fetch Currency from  filters and fallback to company currency
2018-07-20 15:11:55 +05:30
Faris Ansari
9e874af9ba Query report print ()
* QueryReport

- Only print visible columns in report
- Use get_columns_for_print method instead of directly
accessing report.columns

* Query Report

- Replace frappe.query_report_filters_by_name with new API
2018-07-18 09:28:44 +05:30
Nabin Hait
b9fed2aa38 Removed company from Finance Book and related changes 2018-05-09 15:10:29 +05:30
Gaurav Naik
8cbbdfdf30 Added finance book filter to financial_statements.js 2018-05-09 15:03:05 +05:30
tundebabzy
c89782502c Report presentation currency ()
* Add new Select to filters

* get the currencies from database rather than hardcoded

* label report columns:
- If presentation currency is available in filters, use it or
- If company is available in filters, use it or
- use default company currency

* add new function - get_currency

* tweak new function `get_currency`

* add new function `convert` to convert a value to another currency

* add new function `convert_to_presentation_currency`

* clean up `get_currency` first pass

* memoise the exchange rates

* limit fetched GL entries to to_date

* check if account type is p&l or not and use appropriate exchange rate based on that

* change EXCHANGE RATE to a dict, use for memoisation

* rename EXCHANGE_RATE

* cache exchange rates and use them as needed

* add docstrings

* add presentation currency logic to financial statement reports

* move new functions from `general_ledger.py` to new module

* clean up

* PEP 8 clean up

* move function to util.py

* PEP 8 clean up

* remove presentation currency option from cashflow

* adjust currency as needed

* allow users to save presentation currency in Accounts Settings

* add new function `get_presentation_currency_list`

* refactor query_report modules with no promises

* Revert "allow users to save presentation currency in Accounts Settings"

This reverts commit 3b58a6296cf3f7b4d80ac55b03f9d5d4887b796b.

* show print page in correct currency

* Update utils.py
2018-02-12 15:04:50 +05:30
Francisco Roldán
44c1a610a1 Financial Statements Button translateabled () 2017-05-26 21:32:51 +05:30
Rohit Waghchaure
019501e4a0 [fix] Balance Sheet, linking account to general ledger is not working 2017-04-19 20:46:30 +05:30
Ricardo Johann
34354237fd added project filter to gl and carry project filter from P&L 2017-01-24 06:46:07 -03:00
Rushabh Mehta
b2f0920346 [minor] new global for query report filters 2016-09-01 17:53:42 +05:30
Rohit Waghchaure
26b646f8a3 Added validation for fiscal year 2016-08-21 17:14:12 +05:30
Rohit Waghchaure
4275c30059 [Enhancement] Multi year financial statements 2016-08-19 18:04:32 +05:30
Nabin Hait
44c1b8e63b Line/Bar chart in Balance Sheet / Profit and Loss statement 2016-05-26 15:26:01 +05:30
Rushabh Mehta
0525387328 [enhancement] added reserved_qty_for_production in bin and updated item dashboard 2016-04-18 19:27:46 +05:30
Anand Doshi
561e6cd27b [fix] Trial Balance to General Ledger: use data.from_date and data.to_date 2016-02-16 11:56:53 +05:30
Nabin Hait
bd7f48cfd4 [report] Financial Statements: Accumulated periodic balance based on filters 2016-02-02 19:05:43 +05:30
ShashaQin
539a826b37 Update financial_statements.js
Adding Accumulated Values check box on Profit and Loss, Balance Sheet
2016-02-02 19:05:42 +05:30
Rushabh Mehta
eb961370ff [translations] fixes 2016-01-04 15:48:37 +05:30
Nabin Hait
b6b56453e1 [fix] Get defaults based on doctype or fieldname 2015-12-23 16:37:06 +05:30
Anand Doshi
cb86d597b7 Report: Trial Balance 2014-07-22 19:49:16 +05:30
Anand Doshi
5f0459c321 Fixes to Financial Statements 2014-07-21 16:13:06 +05:30
Anand Doshi
825d014616 Commonfied code for Financial Statements and added Profit and Loss Statement 2014-07-21 11:43:18 +05:30