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Merge pull request #38324 from frappe/mergify/bp/version-14-hotfix/pr-38273

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fix: annual income and expenses in email digest (#38273)
This commit is contained in:
Deepesh Garg
2023-11-24 16:29:16 +05:30
committed by GitHub
parent 7601861f21 aea169d4d4
commit bdde30a456
2 changed files with 5 additions and 1 deletions
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3
erpnext/accounts/utils.py
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@@ -179,6 +179,7 @@ def get_balance_on(
in_account_currency=True, in_account_currency=True,
cost_center=None, cost_center=None,
ignore_account_permission=False, ignore_account_permission=False,
start_date=None,
): ):
if not account and frappe.form_dict.get("account"): if not account and frappe.form_dict.get("account"):
account = frappe.form_dict.get("account") account = frappe.form_dict.get("account")
@@ -192,6 +193,8 @@ def get_balance_on(
cost_center = frappe.form_dict.get("cost_center") cost_center = frappe.form_dict.get("cost_center")
cond = ["is_cancelled=0"] cond = ["is_cancelled=0"]
if start_date:
cond.append("posting_date >= %s" % frappe.db.escape(cstr(start_date)))
if date: if date:
cond.append("posting_date <= %s" % frappe.db.escape(cstr(date))) cond.append("posting_date <= %s" % frappe.db.escape(cstr(date)))
else: else:

3
erpnext/setup/doctype/email_digest/email_digest.py
View File

@@ -382,9 +382,10 @@ class EmailDigest(Document):
"""Get income to date""" """Get income to date"""
balance = 0.0 balance = 0.0
count = 0 count = 0
fy_start_date = get_fiscal_year(self.future_to_date)[1]
for account in self.get_root_type_accounts(root_type): for account in self.get_root_type_accounts(root_type):
balance += get_balance_on(account, date=self.future_to_date) balance += get_balance_on(account, date=self.future_to_date, start_date=fy_start_date)
count += get_count_on(account, fieldname, date=self.future_to_date) count += get_count_on(account, fieldname, date=self.future_to_date)
if fieldname == "income": if fieldname == "income":