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feat: flexible budget allocation frequency

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This commit is contained in:
khushi8112
2025-10-15 01:38:46 +05:30
parent ccb89fee75
commit 8857037971
2 changed files with 23 additions and 2 deletions
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16
erpnext/accounts/doctype/budget/budget.json
View File

@@ -19,6 +19,8 @@
"account", "account",
"distribution_type", "distribution_type",
"allocation_frequency", "allocation_frequency",
"budget_start_date",
"budget_end_date",
"section_break_6", "section_break_6",
"applicable_on_material_request", "applicable_on_material_request",
"action_if_annual_budget_exceeded_on_mr", "action_if_annual_budget_exceeded_on_mr",
@@ -286,6 +288,18 @@
"options": "Amount\nPercent", "options": "Amount\nPercent",
"reqd": 1 "reqd": 1
}, },
{
"fieldname": "budget_start_date",
"fieldtype": "Date",
"label": "Budget Start Date",
"reqd": 1
},
{
"fieldname": "budget_end_date",
"fieldtype": "Date",
"label": "Budget End Date",
"reqd": 1
},
{ {
"default": "Monthly", "default": "Monthly",
"fieldname": "allocation_frequency", "fieldname": "allocation_frequency",
@@ -299,7 +313,7 @@
"index_web_pages_for_search": 1, "index_web_pages_for_search": 1,
"is_submittable": 1, "is_submittable": 1,
"links": [], "links": [],
"modified": "2025-10-13 16:15:53.046278", "modified": "2025-10-15 01:20:30.551362",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "Accounts", "module": "Accounts",
"name": "Budget", "name": "Budget",

9
erpnext/accounts/doctype/budget/budget.py
View File

@@ -2,10 +2,12 @@
# For license information, please see license.txt # For license information, please see license.txt
from datetime import date
import frappe import frappe
from frappe import _ from frappe import _
from frappe.model.document import Document from frappe.model.document import Document
from frappe.utils import add_months, flt, fmt_money, get_last_day, getdate from frappe.utils import add_months, flt, fmt_money, get_last_day, getdate, month_diff
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import ( from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
get_accounting_dimensions, get_accounting_dimensions,
@@ -33,6 +35,7 @@ class Budget(Document):
from erpnext.accounts.doctype.budget_account.budget_account import BudgetAccount from erpnext.accounts.doctype.budget_account.budget_account import BudgetAccount
from erpnext.accounts.doctype.budget_distribution.budget_distribution import BudgetDistribution from erpnext.accounts.doctype.budget_distribution.budget_distribution import BudgetDistribution
account: DF.Link
accounts: DF.Table[BudgetAccount] accounts: DF.Table[BudgetAccount]
action_if_accumulated_monthly_budget_exceeded: DF.Literal["", "Stop", "Warn", "Ignore"] action_if_accumulated_monthly_budget_exceeded: DF.Literal["", "Stop", "Warn", "Ignore"]
action_if_accumulated_monthly_budget_exceeded_on_mr: DF.Literal["", "Stop", "Warn", "Ignore"] action_if_accumulated_monthly_budget_exceeded_on_mr: DF.Literal["", "Stop", "Warn", "Ignore"]
@@ -42,6 +45,7 @@ class Budget(Document):
action_if_annual_budget_exceeded_on_mr: DF.Literal["", "Stop", "Warn", "Ignore"] action_if_annual_budget_exceeded_on_mr: DF.Literal["", "Stop", "Warn", "Ignore"]
action_if_annual_budget_exceeded_on_po: DF.Literal["", "Stop", "Warn", "Ignore"] action_if_annual_budget_exceeded_on_po: DF.Literal["", "Stop", "Warn", "Ignore"]
action_if_annual_exceeded_on_cumulative_expense: DF.Literal["", "Stop", "Warn", "Ignore"] action_if_annual_exceeded_on_cumulative_expense: DF.Literal["", "Stop", "Warn", "Ignore"]
allocation_frequency: DF.Literal["Monthly", "Quarterly", "Half-Yearly", "Yearly", "Date Range"]
amended_from: DF.Link | None amended_from: DF.Link | None
applicable_on_booking_actual_expenses: DF.Check applicable_on_booking_actual_expenses: DF.Check
applicable_on_cumulative_expense: DF.Check applicable_on_cumulative_expense: DF.Check
@@ -49,8 +53,11 @@ class Budget(Document):
applicable_on_purchase_order: DF.Check applicable_on_purchase_order: DF.Check
budget_against: DF.Literal["", "Cost Center", "Project"] budget_against: DF.Literal["", "Cost Center", "Project"]
budget_distribution: DF.Table[BudgetDistribution] budget_distribution: DF.Table[BudgetDistribution]
budget_end_date: DF.Date
budget_start_date: DF.Date
company: DF.Link company: DF.Link
cost_center: DF.Link | None cost_center: DF.Link | None
distribution_type: DF.Literal["Amount", "Percent"]
fiscal_year: DF.Link fiscal_year: DF.Link
monthly_distribution: DF.Link | None monthly_distribution: DF.Link | None
naming_series: DF.Literal["BUDGET-.YYYY.-"] naming_series: DF.Literal["BUDGET-.YYYY.-"]