Shiloh/brotherton-erpnext
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40 Commits

Author SHA1 Message Date
Deepesh Garg
2341061852 fix: Default year start and end date in reports 2023-07-27 21:03:32 +05:30
Deepesh Garg
4496a6760e fix: Default year start and end dates in reports 2023-07-27 20:54:55 +05:30
Deepesh Garg
cf50bb45ad
Revert "fix: Default year start and end dates in reports" 2023-07-27 19:13:11 +05:30
Deepesh Garg
5dc8195d91
Merge pull request #36249 from deepeshgarg007/default_dates 
fix: Default year start and end dates in reports
 2023-07-27 12:19:44 +05:30
Ankush Menat
1d7dbd3456
perf: don't use ifnull where it's not required (#36336) 
ifnull isn't really required when doing `!= 'anything'` because if it's null then value will be falsy.
ifnull is only required when checking `= ''` if you treat `null = ''`

Actuall better fix would be make things explcitly non-nullable, then we won't ever have to add this on such fields.

ref: https://github.com/frappe/frappe/pull/21822
 2023-07-27 06:06:07 +00:00
Deepesh Garg
61be373800
Merge pull request #36107 from GursheenK/accounting_dimension_in_based_on_filter 
feat: filtering based on accounting dimensions in profitability analysis
 2023-07-25 14:28:46 +05:30
Deepesh Garg
3c92686f0a fix: Default year start and end dates in reports 2023-07-24 11:58:16 +05:30
Gursheen Anand
1c5c310f5a fix: fetch acc dimension fieldname 2023-07-21 13:37:48 +05:30
Deepesh Garg
6270607c6d
fix: Remove current fiscal year from Global Defaults (#35960) 
* fix: Remove current fiscal year from Global Defaults

* fix: Remove button to set default

* fix: Add utils to get fiscal year

* fix: Incorrect import

* feat: Add hook for naming series parser
 2023-07-16 12:58:42 +05:30
Gursheen Anand
21c993a7b3 fix: clear accounting dimension value when based on field changes 2023-07-12 20:32:08 +05:30
Gursheen Anand
dd8c3d5462 feat: filter based on accounting dimension in profitability analysis 2023-07-12 10:00:18 +05:30
Mitchy25
a0c412a0dd
Ignore Cancelled GL Entries 
Profitability Analysis includes 'is_cancelled' GL Entries which means that the profit numbers are incorrect. This change will ensure that the profit figures ignore cancelled GL Entries.
 2022-05-31 15:25:09 +12:00
Ankush Menat
494bd9ef78 style: format code with black 2022-03-28 18:52:46 +05:30
Nabin Hait
3dadfc9048 patch: Removed files and code related to old distributed cost center feature 2022-01-31 15:58:40 +05:30
Ankush Menat
6098e92ba9 chore: remove utf-8 compat code 2021-11-05 11:16:29 +05:30
Chillar Anand
915b34391c
chore: Clean up imports (#27302) 
* chore: Added isort to pre-commit config

* chore: Sort imports with isort

* chore: Clean up imports with pycln

* chore: Sort imports with isort

* chore: Fix import issues

* chore: Clean up sider issues

* chore: Remove import errors from flake8 ignore list

* chore: Clean up lint issues
 2021-09-02 16:44:59 +05:30
Ankush Menat
4551d7d602
chore: mass trailing whitespace and EOF fixes 2021-08-19 13:43:28 +05:30
Subin Tom
a446d61e10 fix: Changed profitability analysis report width 2021-06-22 16:51:15 +05:30
Karthikeyan S
e9ff6d3d52
feat(Cost Center): Distributed Cost Center (#21531) 
* feat: Distributed Cost Center

Squashed commit of the following:

commit 274236eb92dfddfd015583ee1e6b5e1937366d28
Author: Vignesh <kaviya.3111999@gmail.com>
Date:   Mon Mar 23 18:32:26 2020 +0530

    Fix: Indentation

commit beae0b9849f333dd1d9f29c27192ea7de2e4e809
Author: Vignesh <kaviya.3111999@gmail.com>
Date:   Mon Mar 23 18:26:50 2020 +0530

    The validations are added to distributed cost center.

commit 3f66943adacb5797338ef3510251bf6633be3dba
Author: Vignesh <kaviya.3111999@gmail.com>
Date:   Thu Mar 19 22:17:25 2020 +0530

    The distributed cost centers are shown with the percentage allocation in the reports

commit 1ac11df522096fa187d2f5863b4c970e18b37fac
Author: Vignesh <kaviya.3111999@gmail.com>
Date:   Thu Mar 19 13:36:04 2020 +0530

    The child table distributed cost center are added to cost center doctype and then validate percentage allocation.

* fix(Distributed Cost Center): validation and filters

* fix(Distributed Cost Center): financial statement query

* fix(Distributed Cost Center): add test cases

Co-authored-by: Vignesh S <svignesh0308@gmail.com>

* fix(Distributed Cost Center): budget variance, general ledger, profitability analysis reports.

* Merge branch 'develop' into develop-distributed-cost-center

* fix(Distributed Cost Center): Added DCC reflection in actual amount column of Budget Variance Report.

* Update creation field in general ledger report

Co-authored-by: Nabin Hait <nabinhait@gmail.com>

* creation field updated in gl_entries query

Co-authored-by: Nabin Hait <nabinhait@gmail.com>

Co-authored-by: KaviyaPeriyasamy <kaviya.3111999@gmail.com>
Co-authored-by: Vignesh S <svignesh0308@gmail.com>
Co-authored-by: KaviyaPeriyasamy <kaviyaperiyasamy22@gmail.com>
Co-authored-by: Kaviya Periyasamy <36359901+KaviyaPeriyasamy@users.noreply.github.com>
Co-authored-by: Nabin Hait <nabinhait@gmail.com>
 2020-06-08 12:20:21 +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
843b7f6dd5 fix: Reorder Currency column to fix print (#17008) 
Every Financial Report's 2nd column is Currency, which is an implicit requirement to Print them properly. In this case, Income column was not printed. This fixes that.
 2019-03-25 15:50:36 +05:30
Rushabh Mehta
708e47aadf optimize(various) 2018-08-08 16:37:31 +05:30
Faris Ansari
5e096df5ae columnDef => column 2018-07-20 16:35:51 +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 (#14935) 
* 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
Ricardo Johann
3d1434afe7 Export total labels 2017-03-29 17:44:17 +05:30
Rohit Waghchaure
e7485150a1 added roles in the report 2017-03-06 14:26:09 +05:30
Nabin Hait
6ff0caa87a Fixed merge conflict 2017-02-08 11:33:33 +05:30
Rohit Waghchaure
b3489548a9 minor fix 2017-02-08 11:20:04 +05:30
robert schouten
1a92d54dcb [fix] profiability analasyis orderby cost center name 2017-01-13 14:52:11 +08:00
robert schouten
d56627f2b7 [fix] profiability analasyis orderby project name 2017-01-13 11:53:43 +08:00
robert schouten
0a1f3e4058 [fix] financial printing and add to profitability 2016-11-18 10:54:01 +08:00
Rushabh Mehta
fc800b3f2f [enhance] added roles for portal users frappe/frappe#2091 (#6452) 2016-09-23 21:51:51 +05:30
Rushabh Mehta
b2f0920346 [minor] new global for query report filters 2016-09-01 17:53:42 +05:30
Rohit Waghchaure
6462ba4e0b minor changes 2016-08-26 12:42:52 +05:30
Rohit Waghchaure
5794ffd43d added filters project and cost center in profit and loss statement, open profit and loss statement on click of cost center/project in profitability analysis 2016-08-24 19:12:14 +05:30
Rohit Waghchaure
1255a6627e project based profitability Analysis 2016-08-24 18:01:39 +05:30
Rohit Waghchaure
78e08b8af5 [Report] Profitability Analysis 2016-08-24 18:00:22 +05:30