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feat: add budget amount field on parent

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This commit is contained in:
khushi8112
2025-10-15 14:43:48 +05:30
parent d8deb33c8c
commit 882b6c2950
2 changed files with 51 additions and 27 deletions
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10
erpnext/accounts/doctype/budget/budget.json
View File

@@ -12,15 +12,16 @@
"company",
"cost_center",
"project",
"account",
"fiscal_year",
"column_break_3",
"monthly_distribution",
"amended_from",
"account",
"distribution_type",
"allocation_frequency",
"budget_start_date",
"budget_end_date",
"budget_amount",
"section_break_6",
"applicable_on_material_request",
"action_if_annual_budget_exceeded_on_mr",
@@ -307,13 +308,18 @@
"label": "Allocation Frequency",
"options": "Monthly\nQuarterly\nHalf-Yearly\nYearly\nDate Range",
"reqd": 1
},
{
"fieldname": "budget_amount",
"fieldtype": "Currency",
"label": "Budget Amount"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2025-10-15 01:20:30.551362",
"modified": "2025-10-15 02:29:23.201493",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Budget",

68
erpnext/accounts/doctype/budget/budget.py
View File

@@ -53,6 +53,7 @@ class Budget(Document):
applicable_on_material_request: DF.Check
applicable_on_purchase_order: DF.Check
budget_against: DF.Literal["", "Cost Center", "Project"]
budget_amount: DF.Currency
budget_distribution: DF.Table[BudgetDistribution]
budget_end_date: DF.Date
budget_start_date: DF.Date
@@ -166,51 +167,68 @@ class Budget(Document):
end = getdate(self.budget_end_date)
freq = self.allocation_frequency
months = month_diff(end, start) + 1
if freq == "Monthly":
total_periods = months
elif freq == "Quarterly":
total_periods = months // 3 + (1 if months % 3 else 0)
elif freq == "Half-Yearly":
total_periods = months // 6 + (1 if months % 6 else 0)
else:
total_periods = end.year - start.year + 1
if self.distribution_type == "Amount":
per_row = flt(self.budget_amount / total_periods, 2)
else:
per_row = flt(100 / total_periods, 2)
assigned = 0
current = start
if freq == "Monthly":
while current <= end:
row = self.append("budget_distribution", {})
while current <= end:
row = self.append("budget_distribution", {})
if freq == "Monthly":
row.start_date = get_first_day(current)
row.end_date = get_last_day(current)
current = add_months(current, 1)
elif freq == "Quarterly":
while current <= end:
row = self.append("budget_distribution", {})
elif freq == "Quarterly":
month = ((current.month - 1) // 3) * 3 + 1
quarter_start = date(current.year, month, 1)
quarter_end = get_last_day(add_months(quarter_start, 2))
if quarter_end > end:
quarter_end = end
row.start_date = quarter_start
row.end_date = quarter_end
row.end_date = min(quarter_end, end)
current = add_months(quarter_start, 3)
elif freq == "Half-Yearly":
while current <= end:
row = self.append("budget_distribution", {})
elif freq == "Half-Yearly":
half = 1 if current.month <= 6 else 2
half_start = date(current.year, 1, 1) if half == 1 else date(current.year, 7, 1)
half_end = date(current.year, 6, 30) if half == 1 else date(current.year, 12, 31)
if half_end > end:
half_end = end
row.start_date = half_start
row.end_date = half_end
row.end_date = min(half_end, end)
current = add_months(half_start, 6)
elif freq == "Yearly":
while current <= end:
row = self.append("budget_distribution", {})
else: # Yearly
year_start = date(current.year, 1, 1)
year_end = date(current.year, 12, 31)
if year_end > end:
year_end = end
row.start_date = year_start
row.end_date = year_end
row.end_date = min(year_end, end)
current = date(current.year + 1, 1, 1)
if self.distribution_type == "Amount":
if len(self.budget_distribution) == total_periods:
row.amount = flt(self.budget_amount - assigned)
else:
row.amount = per_row
assigned += per_row
row.percent = flt(row.amount * 100 / self.budget_amount)
else:
if len(self.budget_distribution) == total_periods:
row.percent = flt(100 - assigned)
else:
row.percent = per_row
assigned += per_row
row.amount = flt(row.percent * self.budget_amount / 100)
def validate_expense_against_budget(args, expense_amount=0):
args = frappe._dict(args)