brotherton-erpnext/erpnext/accounts/report/share_balance/share_balance.json
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

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JSON

{
"add_total_row": 0,
"apply_user_permissions": 1,
"creation": "2017-12-28 16:12:34.154787",
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
"modified": "2017-12-28 16:12:37.155649",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Share Balance",
"owner": "Administrator",
"ref_doctype": "Share Transfer",
"report_name": "Share Balance",
"report_type": "Script Report",
"roles": [
{
"role": "System Manager"
}
]
}