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:
Ameya Shenoy
2018-02-12 11:32:47 +05:30
committed by Rushabh Mehta
parent be9a7231d4
commit 5c33a04043
44 changed files with 2616 additions and 0 deletions

View File

@@ -216,6 +216,7 @@ def install(country=None):
{'doctype': "Party Type", "party_type": "Supplier"},
{'doctype': "Party Type", "party_type": "Employee"},
{'doctype': "Party Type", "party_type": "Member"},
{'doctype': "Party Type", "party_type": "Shareholder"},
{'doctype': "Opportunity Type", "name": "Hub"},
{'doctype': "Opportunity Type", "name": _("Sales")},
@@ -246,6 +247,11 @@ def install(country=None):
{'doctype': 'Assessment Group', 'assessment_group_name': _('All Assessment Groups'),
'is_group': 1, 'parent_assessment_group': ''},
# Share Management
{"doctype": "Share Type", "title": _("Equity")},
{"doctype": "Share Type", "title": _("Preference")},
]
from erpnext.setup.setup_wizard.data.industry_type import get_industry_types