implement fund transfers

church/church_finances/doctype/church_fund_transfer/church_fund_transfer.js

@@ -0,0 +1,19 @@
+// Copyright (c) 2025, meichthys and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Church Fund Transfer', {
+    from_fund: function(frm) {
+        // Dynamically filter 'to_fund' to exclude the selected 'from_fund'
+        frm.set_query('to_fund', () => ({
+            filters: [
+                ['name', '!=', frm.doc.from_fund]
+            ]
+        }));
+
+        // Clear to_fund if it's the same as from_fund
+        if (frm.doc.to_fund === frm.doc.from_fund) {
+            frm.set_value('to_fund', null);
+        }
+    },
+
+});

church/church_finances/doctype/church_fund_transfer/church_fund_transfer.json

@@ -0,0 +1,122 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "autoname": "format:{from_fund} to {to_fund} - {date}",
+ "creation": "2025-10-09 23:26:05.829776",
+ "description": "A financial currency transfer between two `Church Fund`s",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "section_break_ev5b",
+  "from_fund",
+  "to_fund",
+  "column_break_qjba",
+  "amount",
+  "date",
+  "amended_from",
+  "section_break_wqbf",
+  "notes"
+ ],
+ "fields": [
+  {
+   "fieldname": "section_break_ev5b",
+   "fieldtype": "Section Break"
+  },
+  {
+   "allow_in_quick_entry": 1,
+   "fieldname": "from_fund",
+   "fieldtype": "Link",
+   "in_filter": 1,
+   "in_list_view": 1,
+   "in_preview": 1,
+   "in_standard_filter": 1,
+   "label": "From Fund",
+   "options": "Church Fund",
+   "reqd": 1
+  },
+  {
+   "allow_in_quick_entry": 1,
+   "fieldname": "to_fund",
+   "fieldtype": "Link",
+   "in_filter": 1,
+   "in_list_view": 1,
+   "in_preview": 1,
+   "in_standard_filter": 1,
+   "label": "To Fund",
+   "options": "Church Fund",
+   "reqd": 1
+  },
+  {
+   "allow_in_quick_entry": 1,
+   "fieldname": "amount",
+   "fieldtype": "Currency",
+   "in_list_view": 1,
+   "in_preview": 1,
+   "label": "Amount",
+   "reqd": 1
+  },
+  {
+   "fieldname": "notes",
+   "fieldtype": "Small Text",
+   "in_list_view": 1,
+   "in_preview": 1,
+   "label": "Notes"
+  },
+  {
+   "fieldname": "amended_from",
+   "fieldtype": "Link",
+   "label": "Amended From",
+   "no_copy": 1,
+   "options": "Church Fund Transfer",
+   "print_hide": 1,
+   "read_only": 1,
+   "search_index": 1
+  },
+  {
+   "fieldname": "column_break_qjba",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "section_break_wqbf",
+   "fieldtype": "Section Break"
+  },
+  {
+   "default": "Now",
+   "fieldname": "date",
+   "fieldtype": "Datetime",
+   "in_list_view": 1,
+   "in_preview": 1,
+   "label": "Date",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "is_submittable": 1,
+ "links": [],
+ "modified": "2025-10-10 00:09:27.051847",
+ "modified_by": "Administrator",
+ "module": "Church Finances",
+ "name": "Church Fund Transfer",
+ "naming_rule": "Expression",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "submit": 1,
+   "write": 1
+  }
+ ],
+ "row_format": "Dynamic",
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

church/church_finances/doctype/church_fund_transfer/church_fund_transfer.py

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+import frappe
+from frappe.model.document import Document
+from frappe.utils import get_link_to_form, nowdate
+
+
+class ChurchFundTransfer(Document):
+	def validate(self):
+		if self.from_fund == self.to_fund:
+			frappe.throw("Source and destination funds must be different.")
+		if self.amount <= 0:
+			frappe.throw("Transfer amount must be greater than zero.")
+
+	def on_submit(self):
+		self.transfer_funds()
+
+	def on_cancel(self):
+		self.remove_fund_transfer_transactions()
+
+	def transfer_funds(self):
+		from_fund = frappe.get_doc("Church Fund", self.from_fund)
+		to_fund = frappe.get_doc("Church Fund", self.to_fund)
+
+		transfer_note = self.notes or ""
+		from_note = f"Transfer to {self.to_fund}"
+		to_note = f"Transfer from {self.from_fund}"
+		if transfer_note:
+			from_note += f" — {transfer_note}"
+			to_note += f" — {transfer_note}"
+
+		# Add transactions (no manual balance updates needed)
+		from_fund.append(
+			"transactions",
+			{
+				"amount": -self.amount,
+				"source_type": "Church Fund Transfer",
+				"source": self.name,
+				"date": self.date or nowdate(),
+				"notes": from_note,
+			},
+		)
+
+		to_fund.append(
+			"transactions",
+			{
+				"amount": self.amount,
+				"source_type": "Church Fund Transfer",
+				"source": self.name,
+				"date": self.date or nowdate(),
+				"notes": to_note,
+			},
+		)
+
+		from_fund.save(ignore_permissions=True)
+		to_fund.save(ignore_permissions=True)
+
+		frappe.msgprint(
+			f"✅ Transferred ${self.amount} from "
+			f"{get_link_to_form('Church Fund', self.from_fund)} to "
+			f"{get_link_to_form('Church Fund', self.to_fund)}."
+		)
+
+	def remove_fund_transfer_transactions(self):
+		# Remove matching transactions from both funds
+		for fund_name in [self.from_fund, self.to_fund]:
+			fund_doc = frappe.get_doc("Church Fund", fund_name)
+			# Keep only transactions not from this transfer
+			fund_doc.set(
+				"transactions",
+				[
+					tx
+					for tx in fund_doc.transactions
+					if not (tx.source_type == "Church Fund Transfer" and tx.source == self.name)
+				],
+			)
+			fund_doc.save(ignore_permissions=True)
+			fund_doc.reload()
+
+		frappe.msgprint(
+			f"⏪ Reverted transfer of ${self.amount} from "
+			f"{get_link_to_form('Church Fund', self.from_fund)} to "
+			f"{get_link_to_form('Church Fund', self.to_fund)}."
+		)

church/church_finances/doctype/church_fund_transfer/test_church_fund_transfer.py

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+# Copyright (c) 2025, meichthys and Contributors
+# See license.txt
+
+# import frappe
+from frappe.tests.utils import FrappeTestCase
+
+
+class TestChurchFundTransfer(FrappeTestCase):
+	pass