brotherton-erpnext/erpnext/accounts/report/general_ledger/general_ledger.py

186 lines
6.2 KiB
Python

# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
from frappe.utils import cstr, flt, getdate
from frappe import _
def execute(filters=None):
account_details = {}
for acc in frappe.db.sql("""select name, group_or_ledger from tabAccount""", as_dict=1):
account_details.setdefault(acc.name, acc)
validate_filters(filters, account_details)
validate_party(filters)
columns = get_columns()
res = get_result(filters, account_details)
return columns, res
def validate_filters(filters, account_details):
if filters.get("account") and not account_details.get(filters.account):
frappe.throw(_("Account {0} does not exists").format(filters.account))
if filters.get("account") and filters.get("group_by_account") \
and account_details[filters.account].group_or_ledger == "Ledger":
frappe.throw(_("Can not filter based on Account, if grouped by Account"))
if filters.get("voucher_no") and filters.get("group_by_voucher"):
frappe.throw(_("Can not filter based on Voucher No, if grouped by Voucher"))
if filters.from_date > filters.to_date:
frappe.throw(_("From Date must be before To Date"))
def validate_party(filters):
party_type, party = filters.get("party_type"), filters.get("party")
if party:
if not party_type:
frappe.throw(_("To filter based on Party, select Party Type first"))
elif not frappe.db.exists(party_type, party):
frappe.throw(_("Invalid {0}: {1}").format(party_type, party))
def get_columns():
return [_("Posting Date") + ":Date:90", _("Account") + ":Link/Account:200",
_("Debit") + ":Float:100", _("Credit") + ":Float:100",
_("Voucher Type") + "::120", _("Voucher No") + ":Dynamic Link/Voucher Type:160",
_("Against Account") + "::120", _("Party Type") + "::80", _("Party") + "::150",
_("Cost Center") + ":Link/Cost Center:100", _("Remarks") + "::400"]
def get_result(filters, account_details):
gl_entries = get_gl_entries(filters)
data = get_data_with_opening_closing(filters, account_details, gl_entries)
result = get_result_as_list(data)
return result
def get_gl_entries(filters):
group_by_condition = "group by voucher_type, voucher_no, account" \
if filters.get("group_by_voucher") else "group by name"
gl_entries = frappe.db.sql("""select posting_date, account, party_type, party,
sum(ifnull(debit, 0)) as debit, sum(ifnull(credit, 0)) as credit,
voucher_type, voucher_no, cost_center, remarks, is_opening, against
from `tabGL Entry`
where company=%(company)s {conditions}
{group_by_condition}
order by posting_date, account"""\
.format(conditions=get_conditions(filters), group_by_condition=group_by_condition),
filters, as_dict=1)
return gl_entries
def get_conditions(filters):
conditions = []
if filters.get("account"):
lft, rgt = frappe.db.get_value("Account", filters["account"], ["lft", "rgt"])
conditions.append("""account in (select name from tabAccount
where lft>=%s and rgt<=%s and docstatus<2)""" % (lft, rgt))
else:
conditions.append("posting_date between %(from_date)s and %(to_date)s")
if filters.get("voucher_no"):
conditions.append("voucher_no=%(voucher_no)s")
if filters.get("party_type"):
conditions.append("party_type=%(party_type)s")
if filters.get("party"):
conditions.append("party=%(party)s")
from frappe.desk.reportview import build_match_conditions
match_conditions = build_match_conditions("GL Entry")
if match_conditions: conditions.append(match_conditions)
return "and {}".format(" and ".join(conditions)) if conditions else ""
def get_data_with_opening_closing(filters, account_details, gl_entries):
data = []
gle_map = initialize_gle_map(gl_entries)
opening, total_debit, total_credit, gle_map = get_accountwise_gle(filters, gl_entries, gle_map)
# Opening for filtered account
if filters.get("account"):
data += [get_balance_row("Opening", opening), {}]
for acc, acc_dict in gle_map.items():
if acc_dict.entries:
# Opening for individual ledger, if grouped by account
if filters.get("group_by_account"):
data.append(get_balance_row("Opening", acc_dict.opening))
data += acc_dict.entries
# Totals and closing for individual ledger, if grouped by account
if filters.get("group_by_account"):
data += [{"account": "Totals", "debit": acc_dict.total_debit,
"credit": acc_dict.total_credit},
get_balance_row("Closing (Opening + Totals)",
(acc_dict.opening + acc_dict.total_debit - acc_dict.total_credit)), {}]
# Total debit and credit between from and to date
if total_debit or total_credit:
data.append({"account": "Totals", "debit": total_debit, "credit": total_credit})
# Closing for filtered account
if filters.get("account"):
data.append(get_balance_row("Closing (Opening + Totals)",
(opening + total_debit - total_credit)))
return data
def initialize_gle_map(gl_entries):
gle_map = frappe._dict()
for gle in gl_entries:
gle_map.setdefault(gle.account, frappe._dict({
"opening": 0,
"entries": [],
"total_debit": 0,
"total_credit": 0,
"closing": 0
}))
return gle_map
def get_accountwise_gle(filters, gl_entries, gle_map):
opening, total_debit, total_credit = 0, 0, 0
for gle in gl_entries:
amount = flt(gle.debit, 3) - flt(gle.credit, 3)
if filters.get("account") and \
(gle.posting_date < getdate(filters.from_date) or cstr(gle.is_opening)=="Yes"):
gle_map[gle.account].opening += amount
opening += amount
elif gle.posting_date <= getdate(filters.to_date):
gle_map[gle.account].entries.append(gle)
gle_map[gle.account].total_debit += flt(gle.debit, 3)
gle_map[gle.account].total_credit += flt(gle.credit, 3)
total_debit += flt(gle.debit, 3)
total_credit += flt(gle.credit, 3)
return opening, total_debit, total_credit, gle_map
def get_balance_row(label, balance):
return {
"account": label,
"debit": balance if balance > 0 else 0,
"credit": -1*balance if balance < 0 else 0,
}
def get_result_as_list(data):
result = []
for d in data:
result.append([d.get("posting_date"), d.get("account"), d.get("debit"),
d.get("credit"), d.get("voucher_type"), d.get("voucher_no"),
d.get("against"), d.get("party_type"), d.get("party"),
d.get("cost_center"), d.get("remarks")])
return result