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