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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
This commit is contained in:
committed by
Rushabh Mehta
parent
be9a7231d4
commit
5c33a04043
@@ -456,6 +456,34 @@ def get_data():
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}
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]
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},
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{
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"label": _("Share Management"),
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"icon": "fa fa-microchip ",
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"items": [
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{
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"type": "doctype",
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"name":"Shareholder",
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"description": _("List of available Shareholders with folio numbers")
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},
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{
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"type": "doctype",
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"name":"Share Transfer",
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"description": _("List of all share transactions"),
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},
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{
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"type": "report",
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"name": "Share Ledger",
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"doctype": "Share Transfer",
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"is_query_report": True
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},
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{
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"type": "report",
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"name": "Share Balance",
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"doctype": "Share Transfer",
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"is_query_report": True
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}
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]
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},
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{
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"label": _("Help"),
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"icon": "fa fa-facetime-video",
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