177 lines
5.2 KiB
JavaScript
177 lines
5.2 KiB
JavaScript
frappe.provide("erpnext.financial_statements");
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erpnext.financial_statements = {
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"filters": get_filters(),
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"formatter": function(value, row, column, data, default_formatter) {
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if (data && column.fieldname=="account") {
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value = data.account_name || value;
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column.link_onclick =
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"erpnext.financial_statements.open_general_ledger(" + JSON.stringify(data) + ")";
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column.is_tree = true;
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}
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value = default_formatter(value, row, column, data);
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if (data && !data.parent_account) {
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value = $(`<span>${value}</span>`);
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var $value = $(value).css("font-weight", "bold");
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if (data.warn_if_negative && data[column.fieldname] < 0) {
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$value.addClass("text-danger");
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}
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value = $value.wrap("<p></p>").parent().html();
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}
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return value;
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},
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"open_general_ledger": function(data) {
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if (!data.account) return;
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var project = $.grep(frappe.query_report.filters, function(e){ return e.df.fieldname == 'project'; })
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frappe.route_options = {
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"account": data.account,
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"company": frappe.query_report.get_filter_value('company'),
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"from_date": data.from_date || data.year_start_date,
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"to_date": data.to_date || data.year_end_date,
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"project": (project && project.length > 0) ? project[0].$input.val() : ""
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};
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frappe.set_route("query-report", "General Ledger");
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},
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"tree": true,
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"name_field": "account",
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"parent_field": "parent_account",
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"initial_depth": 3,
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onload: function(report) {
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// dropdown for links to other financial statements
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erpnext.financial_statements.filters = get_filters()
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let fiscal_year = frappe.defaults.get_user_default("fiscal_year")
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frappe.model.with_doc("Fiscal Year", fiscal_year, function(r) {
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var fy = frappe.model.get_doc("Fiscal Year", fiscal_year);
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frappe.query_report.set_filter_value({
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period_start_date: fy.year_start_date,
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period_end_date: fy.year_end_date
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});
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});
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report.page.add_inner_button(__("Balance Sheet"), function() {
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var filters = report.get_values();
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frappe.set_route('query-report', 'Balance Sheet', {company: filters.company});
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}, __('Financial Statements'));
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report.page.add_inner_button(__("Profit and Loss"), function() {
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var filters = report.get_values();
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frappe.set_route('query-report', 'Profit and Loss Statement', {company: filters.company});
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}, __('Financial Statements'));
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report.page.add_inner_button(__("Cash Flow Statement"), function() {
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var filters = report.get_values();
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frappe.set_route('query-report', 'Cash Flow', {company: filters.company});
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}, __('Financial Statements'));
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}
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};
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function get_filters() {
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let filters = [
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{
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"fieldname":"company",
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"label": __("Company"),
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"fieldtype": "Link",
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"options": "Company",
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"default": frappe.defaults.get_user_default("Company"),
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"reqd": 1
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},
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{
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"fieldname":"finance_book",
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"label": __("Finance Book"),
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"fieldtype": "Link",
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"options": "Finance Book"
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},
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{
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"fieldname":"filter_based_on",
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"label": __("Filter Based On"),
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"fieldtype": "Select",
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"options": ["Fiscal Year", "Date Range"],
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"default": ["Fiscal Year"],
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"reqd": 1,
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on_change: function() {
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let filter_based_on = frappe.query_report.get_filter_value('filter_based_on');
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frappe.query_report.toggle_filter_display('from_fiscal_year', filter_based_on === 'Date Range');
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frappe.query_report.toggle_filter_display('to_fiscal_year', filter_based_on === 'Date Range');
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frappe.query_report.toggle_filter_display('period_start_date', filter_based_on === 'Fiscal Year');
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frappe.query_report.toggle_filter_display('period_end_date', filter_based_on === 'Fiscal Year');
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frappe.query_report.refresh();
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}
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},
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{
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"fieldname":"period_start_date",
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"label": __("Start Date"),
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"fieldtype": "Date",
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"hidden": 1,
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"reqd": 1
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},
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{
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"fieldname":"period_end_date",
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"label": __("End Date"),
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"fieldtype": "Date",
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"hidden": 1,
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"reqd": 1
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},
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{
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"fieldname":"from_fiscal_year",
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"label": __("Start Year"),
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"fieldtype": "Link",
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"options": "Fiscal Year",
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"default": frappe.defaults.get_user_default("fiscal_year"),
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"reqd": 1
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},
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{
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"fieldname":"to_fiscal_year",
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"label": __("End Year"),
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"fieldtype": "Link",
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"options": "Fiscal Year",
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"default": frappe.defaults.get_user_default("fiscal_year"),
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"reqd": 1
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},
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{
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"fieldname": "periodicity",
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"label": __("Periodicity"),
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"fieldtype": "Select",
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"options": [
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{ "value": "Monthly", "label": __("Monthly") },
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{ "value": "Quarterly", "label": __("Quarterly") },
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{ "value": "Half-Yearly", "label": __("Half-Yearly") },
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{ "value": "Yearly", "label": __("Yearly") }
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],
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"default": "Yearly",
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"reqd": 1
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},
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// Note:
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// If you are modifying this array such that the presentation_currency object
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// is no longer the last object, please make adjustments in cash_flow.js
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// accordingly.
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{
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"fieldname": "presentation_currency",
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"label": __("Currency"),
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"fieldtype": "Select",
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"options": erpnext.get_presentation_currency_list()
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},
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{
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"fieldname": "cost_center",
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"label": __("Cost Center"),
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"fieldtype": "MultiSelectList",
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get_data: function(txt) {
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return frappe.db.get_link_options('Cost Center', txt, {
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company: frappe.query_report.get_filter_value("company")
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});
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}
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}
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]
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return filters;
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}
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