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fix: show contextual balance label on party dashboard for net balances

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(cherry picked from commit 3251b40365)
This commit is contained in:
Shllokkk
2026-06-23 00:07:53 +05:30
committed by Mergify
parent e5894b67bc
commit 9b6adc42b6
2 changed files with 33 additions and 7 deletions
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9
erpnext/accounts/party.py
View File

@@ -922,6 +922,15 @@ def get_dashboard_info(party_type, party, loyalty_program=None):
if party_type == "Supplier":
info["total_unpaid"] = -1 * info["total_unpaid"]
if info["total_unpaid"] < 0:
info["balance_label"] = (
"Total Advance Paid" if party_type == "Supplier" else "Total Advance Received"
)
info["balance_amount"] = abs(info["total_unpaid"])
else:
info["balance_label"] = "Total Unpaid"
info["balance_amount"] = info["total_unpaid"]
company_wise_info.append(info)
return company_wise_info

31
erpnext/public/js/utils.js
View File

@@ -93,11 +93,19 @@ $.extend(erpnext.utils, {
]),
"blue"
);
var info = company_wise_info[0];
var is_advance = info.balance_label !== "Total Unpaid";
var indicator_label =
info.balance_label === "Total Advance Paid"
? __("Total Advance Paid: {0}", [format_currency(info.balance_amount, info.currency)])
: info.balance_label === "Total Advance Received"
? __("Total Advance Received: {0}", [
format_currency(info.balance_amount, info.currency),
])
: __("Total Unpaid: {0}", [format_currency(info.balance_amount, info.currency)]);
frm.dashboard.add_indicator(
__("Total Unpaid: {0}", [
format_currency(company_wise_info[0].total_unpaid, company_wise_info[0].currency),
]),
company_wise_info[0].total_unpaid ? "orange" : "green"
indicator_label,
is_advance ? "green" : info.balance_amount ? "orange" : "green"
);
if (company_wise_info[0].loyalty_points) {
@@ -140,7 +148,14 @@ $.extend(erpnext.utils, {
frm.dashboard.stats_area_row.addClass("flex");
frm.dashboard.stats_area_row.css("flex-wrap", "wrap");
var color = info.total_unpaid ? "orange" : "green";
var is_advance = info.balance_label !== "Total Unpaid";
var color = is_advance ? "green" : info.balance_amount ? "orange" : "green";
var balance_label_text =
info.balance_label === "Total Advance Paid"
? __("Total Advance Paid")
: info.balance_label === "Total Advance Received"
? __("Total Advance Received")
: __("Total Unpaid");
var indicator = $(
'<div class="flex-column col-xs-6">' +
@@ -154,8 +169,10 @@ $.extend(erpnext.utils, {
'<div class="badge-link small" style="margin-bottom:10px">' +
'<span class="indicator ' +
color +
'">Total Unpaid: ' +
format_currency(info.total_unpaid, info.currency) +
'">' +
balance_label_text +
": " +
format_currency(info.balance_amount, info.currency) +
"</span></div>" +
"</div>"
).appendTo(frm.dashboard.stats_area_row);