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Reconciliation dashboard wip

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This commit is contained in:
Charles-Henri Decultot
2018-11-16 09:41:56 +00:00
parent c75a2b1eed
commit 09cad814cd
11 changed files with 837 additions and 75 deletions
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66
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.json
View File

@@ -77,70 +77,6 @@
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},
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"bold": 0,
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"columns": 0,
"depends_on": "eval:doc.enabled==1",
"fieldname": "section_break_3",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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"precision": "",
"print_hide": 0,
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},
{
"allow_bulk_edit": 0,
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"fieldname": "last_sync_date",
"fieldtype": "Date",
"hidden": 0,
"ignore_user_permissions": 0,
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"in_filter": 0,
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"label": "Last Synchronization Date",
"length": 0,
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"precision": "",
"print_hide": 0,
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}
],
"has_web_view": 0,
@@ -153,7 +89,7 @@
"issingle": 1,
"istable": 0,
"max_attachments": 0,
"modified": "2018-10-26 17:28:47.689735",
"modified": "2018-11-15 17:37:48.531027",
"modified_by": "Administrator",
"module": "ERPNext Integrations",
"name": "Plaid Settings",

4
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
View File

@@ -110,7 +110,7 @@ def add_account_subtype(account_subtype):
@frappe.whitelist()
def sync_transactions(bank, bank_account=None):
last_sync_date = frappe.db.get_value("Plaid Settings", None, "last_sync_date")
last_sync_date = frappe.db.get_value("Bank Account", bank_account, "last_integration_date")
if last_sync_date:
start_date = formatdate(last_sync_date, "YYYY-MM-dd")
else:
@@ -124,7 +124,7 @@ def sync_transactions(bank, bank_account=None):
for transaction in transactions:
result.append(new_bank_transaction(transaction))
frappe.db.set_value("Plaid Settings", None, "last_sync_date", getdate(end_date))
frappe.db.set_value("Bank Account", bank_account, "last_integration_date", getdate(end_date))
return result
except Exception: