brotherton-erpnext/erpnext/docs/user/manual/en/accounts
Ameya Shenoy 5c33a04043 Shareholder and related doctypes (#12215)
* Added doctypes related to shares

- Shareholder doctype, the entity who does the transaction
- Share doctype, a child table to kepp list of all shares
- Share Transfer doctype, Logs of all made transactions

* Added logic for share transfer

- update shareholder automatically on share transfer/issue/purchase
- purchase and transfer have method remove_share which doesn't get executed because of some bug

* Added report view for share ledger

* Removed share number tracking

- removed share number tracking from Share Ledger child table for Shareholder doctype
- new doctype Share Type created

* Share Balance report added

- math behind Share Balance report needs fixing

* Changes in shareholder

- Share numbers are not tracked in Shareholder
- Share Ledger doctype deleted
- Share Balance Report bug fixed

* Shareholder

- fixed report for share balance
- remove bug from share transfer by making share type mandatory
- added buttons to shareholder for direct link to report

* Added tests for Share Transfer

* minor codacy fixes

* Added Shareholder to Party Type

* rate in share ledger & balance report is currency

* First attempt at modelling shares after Item

* Share Manager changes

- on creation of shareholder party it should check if the same combo exists
- in shareholder party make report button visible iff folio no exists
- create folio no on creation of share transfer iff it doesnt already exist
- move reports from shareholder to shareholder party

* Shareholder chages

- delete share child table doctype
- autoname added to folio no
- modify tests for share transfer

* minor changes

* removed share_no child doctype

* Restructured Share Transfer Logic (not tested)

- Everything revolves around Share Balance child table in Shareholder Party
- is_company flag still to be utilized

* Tested Share Tranfer

* minor fixes

* started new shareholder structure

* modified shareholder

* renamed Shareholder Party to Shareholder

* Shareholder rewrite complete

* new tests for shareholder written

* codacy fixes

* Added documentation
2018-02-12 11:32:47 +05:30
..
articles docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
setup docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
share Shareholder and related doctypes (#12215) 2018-02-12 11:32:47 +05:30
tools docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
__init__.py [redesign] website routing system 2016-06-24 16:18:07 +05:30
accounting-entries.md [docs] remove {{docs_base_url}} 2017-07-31 16:41:35 +05:30
accounting-reports.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
advance-payment-entry.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
bank-guarantee.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
budgeting.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
chart-of-accounts.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
credit-limit.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
index.md [docs] add headings 2017-07-31 16:21:12 +05:30
index.txt Move subscription module to accounts (#10772) 2017-09-15 16:16:36 +05:30
item-wise-taxation.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
journal-entry.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
multi-currency-accounting.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
opening-accounts.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
payment-entry.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
payment-request.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
payment-terms.md documentation for payment terms 2017-09-22 15:49:02 +01:00
payments.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
point-of-sale-pos-invoice.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
pricing-rule.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
purchase-invoice.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
recurring-orders-and-invoices.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
sales-invoice.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30
subscription.md docs-fixes (#12805) 2018-02-07 18:59:06 +05:30