From b55afe36c821ced68e1b4f48752f549b30402d17 Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Fri, 19 Dec 2025 12:40:44 +0530 Subject: [PATCH 01/14] refactor: tidy up accounts workspace and dashboard --- .../dashboard_chart/profit_and_loss/profit_and_loss.json | 9 +++++---- 1 file changed, 5 insertions(+), 4 deletions(-) diff --git a/erpnext/accounts/dashboard_chart/profit_and_loss/profit_and_loss.json b/erpnext/accounts/dashboard_chart/profit_and_loss/profit_and_loss.json index 25caa44769b..01701ff7e3a 100644 --- a/erpnext/accounts/dashboard_chart/profit_and_loss/profit_and_loss.json +++ b/erpnext/accounts/dashboard_chart/profit_and_loss/profit_and_loss.json @@ -1,7 +1,7 @@ { "chart_name": "Profit and Loss", "chart_type": "Report", - "creation": "2020-07-17 11:25:34.448572", + "creation": "2025-04-01 20:38:16.986176", "docstatus": 0, "doctype": "Dashboard Chart", "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_fiscal_year\":\"erpnext.utils.get_fiscal_year()\",\"to_fiscal_year\":\"erpnext.utils.get_fiscal_year()\"}", @@ -9,7 +9,7 @@ "idx": 0, "is_public": 1, "is_standard": 1, - "modified": "2023-07-19 13:08:56.470390", + "modified": "2025-12-19 12:37:31.673782", "modified_by": "Administrator", "module": "Accounts", "name": "Profit and Loss", @@ -17,8 +17,9 @@ "owner": "Administrator", "report_name": "Profit and Loss Statement", "roles": [], + "show_values_over_chart": 1, "timeseries": 0, - "type": "Bar", + "type": "Line", "use_report_chart": 1, "y_axis": [] -} \ No newline at end of file +} From 96829787b9d953ddbf63ef01385b3c3baeb3f499 Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Fri, 19 Dec 2025 17:33:46 +0530 Subject: [PATCH 02/14] refactor: move receivables and payables outside of group --- erpnext/desktop_icon/payables.json | 4 ++-- erpnext/desktop_icon/receivables.json | 4 ++-- 2 files changed, 4 insertions(+), 4 deletions(-) diff --git a/erpnext/desktop_icon/payables.json b/erpnext/desktop_icon/payables.json index 0c8064d4d2c..eab39b93d85 100644 --- a/erpnext/desktop_icon/payables.json +++ b/erpnext/desktop_icon/payables.json @@ -10,11 +10,11 @@ "label": "Payables", "link_to": "Payables", "link_type": "Workspace", - "modified": "2025-11-17 15:53:14.737052", + "modified": "2025-12-19 17:33:27.877083", "modified_by": "Administrator", "name": "Payables", "owner": "Administrator", - "parent_icon": "Accounts", + "parent_icon": "", "roles": [], "standard": 1 } diff --git a/erpnext/desktop_icon/receivables.json b/erpnext/desktop_icon/receivables.json index ebf59afd781..3783d46414c 100644 --- a/erpnext/desktop_icon/receivables.json +++ b/erpnext/desktop_icon/receivables.json @@ -10,11 +10,11 @@ "label": "Receivables", "link_to": "Receivables", "link_type": "Workspace", - "modified": "2025-11-17 15:53:24.958812", + "modified": "2025-12-19 17:26:13.072005", "modified_by": "Administrator", "name": "Receivables", "owner": "Administrator", - "parent_icon": "Accounts", + "parent_icon": "", "roles": [], "standard": 1 } From 232cc16bbbba168b4e4e191f23e99c9e3d41a2d1 Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Mon, 22 Dec 2025 12:15:26 +0530 Subject: [PATCH 03/14] refactor: add process payment reconciliation to sidebar --- erpnext/workspace_sidebar/accounting.json | 13 ++++++++++++- 1 file changed, 12 insertions(+), 1 deletion(-) diff --git a/erpnext/workspace_sidebar/accounting.json b/erpnext/workspace_sidebar/accounting.json index 8767e96a22a..31212b400a6 100644 --- a/erpnext/workspace_sidebar/accounting.json +++ b/erpnext/workspace_sidebar/accounting.json @@ -187,6 +187,17 @@ "show_arrow": 0, "type": "Link" }, + { + "child": 1, + "collapsible": 1, + "indent": 0, + "keep_closed": 0, + "label": "Process Payment Reconciliation", + "link_to": "Process Payment Reconciliation", + "link_type": "DocType", + "show_arrow": 0, + "type": "Link" + }, { "child": 0, "collapsible": 1, @@ -387,7 +398,7 @@ "type": "Link" } ], - "modified": "2025-11-25 10:46:09.814457", + "modified": "2025-12-22 12:15:16.026791", "modified_by": "Administrator", "module": "Accounts", "name": "Accounting", From 941b70a185c9205e4ffdb0d3395dd19b91f3ed46 Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Mon, 22 Dec 2025 13:07:30 +0530 Subject: [PATCH 04/14] refactor: reorder icon in ERPNext desktop dialog --- erpnext/desktop_icon/accounting.json | 6 +++--- erpnext/desktop_icon/assets.json | 9 ++++----- erpnext/desktop_icon/buying.json | 9 ++++----- erpnext/desktop_icon/crm.json | 9 ++++----- erpnext/desktop_icon/financial_reports.json | 8 ++++---- erpnext/desktop_icon/manufacturing.json | 9 ++++----- erpnext/desktop_icon/projects.json | 9 ++++----- erpnext/desktop_icon/quality.json | 9 ++++----- erpnext/desktop_icon/selling.json | 9 ++++----- erpnext/desktop_icon/stock.json | 9 ++++----- erpnext/desktop_icon/support.json | 9 ++++----- 11 files changed, 43 insertions(+), 52 deletions(-) diff --git a/erpnext/desktop_icon/accounting.json b/erpnext/desktop_icon/accounting.json index 3d33bea7a3b..38d1e173099 100644 --- a/erpnext/desktop_icon/accounting.json +++ b/erpnext/desktop_icon/accounting.json @@ -1,6 +1,6 @@ { "app": "erpnext", - "creation": "2025-11-17 13:19:04.309749", + "creation": "2025-11-17 20:55:11.854086", "docstatus": 0, "doctype": "Desktop Icon", "hidden": 0, @@ -10,11 +10,11 @@ "label": "Accounting", "link_to": "Accounting", "link_type": "Workspace", - "modified": "2025-11-17 13:33:35.788242", + "modified": "2025-12-22 13:06:21.382175", "modified_by": "Administrator", "name": "Accounting", "owner": "Administrator", - "parent_icon": "Accounts", + "parent_icon": "ERPNext", "roles": [], "standard": 1 } diff --git a/erpnext/desktop_icon/assets.json b/erpnext/desktop_icon/assets.json index abda0f8b9c3..bfb3a3ad6cb 100644 --- a/erpnext/desktop_icon/assets.json +++ b/erpnext/desktop_icon/assets.json @@ -1,21 +1,20 @@ { "app": "erpnext", - "creation": "2025-11-17 13:19:04.299276", + "creation": "2025-11-17 20:55:11.845676", "docstatus": 0, "doctype": "Desktop Icon", "hidden": 0, "icon": "assets", "icon_type": "Link", - "idx": 8, + "idx": 1, "label": "Assets", "link_to": "Assets", "link_type": "Workspace", - "logo_url": "/assets/erpnext/desktop_icons/asset.svg", - "modified": "2025-11-17 17:41:41.635533", + "modified": "2025-12-22 13:07:02.129228", "modified_by": "Administrator", "name": "Assets", "owner": "Administrator", - "parent_icon": "", + "parent_icon": "ERPNext", "roles": [], "standard": 1 } diff --git a/erpnext/desktop_icon/buying.json b/erpnext/desktop_icon/buying.json index 9b195c6305b..09812124474 100644 --- a/erpnext/desktop_icon/buying.json +++ b/erpnext/desktop_icon/buying.json @@ -1,21 +1,20 @@ { "app": "erpnext", - "creation": "2025-11-17 13:19:04.327790", + "creation": "2025-11-17 20:55:11.868134", "docstatus": 0, "doctype": "Desktop Icon", "hidden": 0, "icon": "buying", "icon_type": "Link", - "idx": 3, + "idx": 1, "label": "Buying", "link_to": "Buying", "link_type": "Workspace", - "logo_url": "/assets/erpnext/desktop_icons/buying.svg", - "modified": "2025-11-17 17:38:19.203107", + "modified": "2025-12-22 13:06:55.022406", "modified_by": "Administrator", "name": "Buying", "owner": "Administrator", - "parent_icon": "", + "parent_icon": "ERPNext", "roles": [], "standard": 1 } diff --git a/erpnext/desktop_icon/crm.json b/erpnext/desktop_icon/crm.json index 046920f37c8..ccab2c073f1 100644 --- a/erpnext/desktop_icon/crm.json +++ b/erpnext/desktop_icon/crm.json @@ -1,21 +1,20 @@ { "app": "erpnext", - "creation": "2025-11-17 13:19:04.340610", + "creation": "2025-11-17 20:55:11.876996", "docstatus": 0, "doctype": "Desktop Icon", "hidden": 0, "icon": "crm", "icon_type": "Link", - "idx": 7, + "idx": 1, "label": "CRM", "link_to": "CRM", "link_type": "Workspace", - "logo_url": "/assets/erpnext/desktop_icons/crm.svg", - "modified": "2025-11-17 19:39:59.734778", + "modified": "2025-12-22 13:06:47.900639", "modified_by": "Administrator", "name": "CRM", "owner": "Administrator", - "parent_icon": "", + "parent_icon": "ERPNext", "roles": [], "standard": 1 } diff --git a/erpnext/desktop_icon/financial_reports.json b/erpnext/desktop_icon/financial_reports.json index 1e6f5dbbbfb..17088b3534e 100644 --- a/erpnext/desktop_icon/financial_reports.json +++ b/erpnext/desktop_icon/financial_reports.json @@ -1,20 +1,20 @@ { "app": "erpnext", - "creation": "2025-11-05 12:11:24.655043", + "creation": "2025-11-17 20:55:11.772622", "docstatus": 0, "doctype": "Desktop Icon", "hidden": 0, "icon": "file", "icon_type": "Link", - "idx": 7, + "idx": 0, "label": "Financial Reports", "link_to": "Financial Reports", "link_type": "Workspace", - "modified": "2025-11-17 13:34:48.074533", + "modified": "2025-12-22 13:07:23.514651", "modified_by": "Administrator", "name": "Financial Reports", "owner": "Administrator", - "parent_icon": "Accounts", + "parent_icon": "ERPNext", "roles": [], "standard": 1 } diff --git a/erpnext/desktop_icon/manufacturing.json b/erpnext/desktop_icon/manufacturing.json index 08cbc55fb69..0459c819794 100644 --- a/erpnext/desktop_icon/manufacturing.json +++ b/erpnext/desktop_icon/manufacturing.json @@ -1,21 +1,20 @@ { "app": "erpnext", - "creation": "2025-11-17 13:19:04.269805", + "creation": "2025-11-17 20:55:11.824443", "docstatus": 0, "doctype": "Desktop Icon", "hidden": 0, "icon": "organization", "icon_type": "Link", - "idx": 5, + "idx": 1, "label": "Manufacturing", "link_to": "Manufacturing", "link_type": "Workspace", - "logo_url": "/assets/erpnext/desktop_icons/manufacturing.svg", - "modified": "2025-11-17 17:40:14.207766", + "modified": "2025-12-22 13:07:15.536476", "modified_by": "Administrator", "name": "Manufacturing", "owner": "Administrator", - "parent_icon": "", + "parent_icon": "ERPNext", "roles": [], "standard": 1 } diff --git a/erpnext/desktop_icon/projects.json b/erpnext/desktop_icon/projects.json index 8ec9091c0a7..d9c5a79835d 100644 --- a/erpnext/desktop_icon/projects.json +++ b/erpnext/desktop_icon/projects.json @@ -1,21 +1,20 @@ { "app": "erpnext", - "creation": "2025-11-17 13:19:04.293376", + "creation": "2025-11-17 20:55:11.841426", "docstatus": 0, "doctype": "Desktop Icon", "hidden": 0, "icon": "project", "icon_type": "Link", - "idx": 9, + "idx": 1, "label": "Projects", "link_to": "Projects", "link_type": "Workspace", - "logo_url": "/assets/erpnext/desktop_icons/projects.svg", - "modified": "2025-11-17 17:42:29.470661", + "modified": "2025-12-22 13:07:07.027692", "modified_by": "Administrator", "name": "Projects", "owner": "Administrator", - "parent_icon": "", + "parent_icon": "ERPNext", "roles": [], "standard": 1 } diff --git a/erpnext/desktop_icon/quality.json b/erpnext/desktop_icon/quality.json index 8e35689bcbc..6cd6c58c261 100644 --- a/erpnext/desktop_icon/quality.json +++ b/erpnext/desktop_icon/quality.json @@ -1,21 +1,20 @@ { "app": "erpnext", - "creation": "2025-11-17 13:19:04.281193", + "creation": "2025-11-17 20:55:11.828716", "docstatus": 0, "doctype": "Desktop Icon", "hidden": 0, "icon": "quality", "icon_type": "Link", - "idx": 9, + "idx": 1, "label": "Quality", "link_to": "Quality", "link_type": "Workspace", - "logo_url": "/assets/erpnext/desktop_icons/quality.svg", - "modified": "2025-11-17 17:42:48.371889", + "modified": "2025-12-22 13:07:13.506034", "modified_by": "Administrator", "name": "Quality", "owner": "Administrator", - "parent_icon": "", + "parent_icon": "ERPNext", "roles": [], "standard": 1 } diff --git a/erpnext/desktop_icon/selling.json b/erpnext/desktop_icon/selling.json index 6b1b7940ba6..814048ad329 100644 --- a/erpnext/desktop_icon/selling.json +++ b/erpnext/desktop_icon/selling.json @@ -1,21 +1,20 @@ { "app": "erpnext", - "creation": "2025-11-17 13:19:04.335051", + "creation": "2025-11-17 20:55:11.872574", "docstatus": 0, "doctype": "Desktop Icon", "hidden": 0, "icon": "sell", "icon_type": "Link", - "idx": 2, + "idx": 1, "label": "Selling", "link_to": "Selling", "link_type": "Workspace", - "logo_url": "/assets/erpnext/desktop_icons/selling.svg", - "modified": "2025-11-17 17:37:59.847865", + "modified": "2025-12-22 13:06:51.346923", "modified_by": "Administrator", "name": "Selling", "owner": "Administrator", - "parent_icon": "", + "parent_icon": "ERPNext", "roles": [], "standard": 1 } diff --git a/erpnext/desktop_icon/stock.json b/erpnext/desktop_icon/stock.json index ed1525a5acd..73d2b0330cb 100644 --- a/erpnext/desktop_icon/stock.json +++ b/erpnext/desktop_icon/stock.json @@ -1,21 +1,20 @@ { "app": "erpnext", - "creation": "2025-11-17 13:19:04.304517", + "creation": "2025-11-17 20:55:11.849904", "docstatus": 0, "doctype": "Desktop Icon", "hidden": 0, "icon": "stock", "icon_type": "Link", - "idx": 4, + "idx": 1, "label": "Stock", "link_to": "Stock", "link_type": "Workspace", - "logo_url": "/assets/erpnext/desktop_icons/stock.svg", - "modified": "2025-11-17 17:38:40.957627", + "modified": "2025-12-22 13:07:00.130510", "modified_by": "Administrator", "name": "Stock", "owner": "Administrator", - "parent_icon": "", + "parent_icon": "ERPNext", "roles": [], "standard": 1 } diff --git a/erpnext/desktop_icon/support.json b/erpnext/desktop_icon/support.json index 511769ae247..2f592068f03 100644 --- a/erpnext/desktop_icon/support.json +++ b/erpnext/desktop_icon/support.json @@ -1,21 +1,20 @@ { "app": "erpnext", - "creation": "2025-11-17 13:19:04.288298", + "creation": "2025-11-17 20:55:11.837227", "docstatus": 0, "doctype": "Desktop Icon", "hidden": 0, "icon": "support", "icon_type": "Link", - "idx": 10, + "idx": 1, "label": "Support", "link_to": "Support", "link_type": "Workspace", - "logo_url": "/assets/erpnext/desktop_icons/support.svg", - "modified": "2025-11-17 17:43:09.335445", + "modified": "2025-12-22 13:07:11.812983", "modified_by": "Administrator", "name": "Support", "owner": "Administrator", - "parent_icon": "", + "parent_icon": "ERPNext", "roles": [], "standard": 1 } From 9580a3c9f7352833f20752e4a77c3ae31547e097 Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Mon, 22 Dec 2025 15:01:26 +0530 Subject: [PATCH 05/14] refactor: add charts to financial statements workspace --- .../financial_reports/financial_reports.json | 15 +++++++++++---- 1 file changed, 11 insertions(+), 4 deletions(-) diff --git a/erpnext/accounts/workspace/financial_reports/financial_reports.json b/erpnext/accounts/workspace/financial_reports/financial_reports.json index 3ab4a3e22d7..12645fabd1a 100644 --- a/erpnext/accounts/workspace/financial_reports/financial_reports.json +++ b/erpnext/accounts/workspace/financial_reports/financial_reports.json @@ -1,5 +1,11 @@ { - "charts": [], + "app": "erpnext", + "charts": [ + { + "chart_name": "Profit and Loss", + "label": "Profit and Loss" + } + ], "content": "[{\"id\":\"nKKr6fjgjb\",\"type\":\"card\",\"data\":{\"card_name\":\"Ledgers\",\"col\":4}},{\"id\":\"p7NY6MHe2Y\",\"type\":\"card\",\"data\":{\"card_name\":\"Financial Statements\",\"col\":4}},{\"id\":\"3AK1Zf0oew\",\"type\":\"card\",\"data\":{\"card_name\":\"Profitability\",\"col\":4}},{\"id\":\"Q_hBCnSeJY\",\"type\":\"card\",\"data\":{\"card_name\":\"Other Reports\",\"col\":4}}]", "creation": "2024-01-05 16:09:16.766939", "custom_blocks": [], @@ -260,7 +266,7 @@ "type": "Link" } ], - "modified": "2024-01-18 22:13:07.596844", + "modified": "2025-12-22 13:55:46.095713", "modified_by": "Administrator", "module": "Accounts", "name": "Financial Reports", @@ -273,5 +279,6 @@ "roles": [], "sequence_id": 5.0, "shortcuts": [], - "title": "Financial Reports" -} \ No newline at end of file + "title": "Financial Reports", + "type": "Workspace" +} From c44adc6d980dd8eab3263597612759dd8fe02bd3 Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Mon, 22 Dec 2025 16:17:40 +0530 Subject: [PATCH 06/14] refactor: add opening and closing to Accounting sidebar --- erpnext/workspace_sidebar/accounting.json | 73 ++++++++++++++++++++++- 1 file changed, 72 insertions(+), 1 deletion(-) diff --git a/erpnext/workspace_sidebar/accounting.json b/erpnext/workspace_sidebar/accounting.json index 31212b400a6..dc664a14ca2 100644 --- a/erpnext/workspace_sidebar/accounting.json +++ b/erpnext/workspace_sidebar/accounting.json @@ -242,6 +242,77 @@ "show_arrow": 0, "type": "Link" }, + { + "child": 0, + "collapsible": 1, + "icon": "lock-keyhole-open", + "indent": 1, + "keep_closed": 1, + "label": "Opening & Closing", + "link_type": "DocType", + "show_arrow": 0, + "type": "Section Break" + }, + { + "child": 1, + "collapsible": 1, + "icon": "accounting", + "indent": 0, + "keep_closed": 0, + "label": "COA Importer", + "link_to": "Chart of Accounts Importer", + "link_type": "DocType", + "show_arrow": 0, + "type": "Link" + }, + { + "child": 1, + "collapsible": 1, + "icon": "tool", + "indent": 0, + "keep_closed": 0, + "label": "Opening Invoice Tool", + "link_to": "Opening Invoice Creation Tool", + "link_type": "DocType", + "show_arrow": 0, + "type": "Link" + }, + { + "child": 1, + "collapsible": 1, + "icon": "folder-clock", + "indent": 0, + "keep_closed": 0, + "label": "Accounting Period", + "link_to": "Accounting Period", + "link_type": "DocType", + "show_arrow": 0, + "type": "Link" + }, + { + "child": 1, + "collapsible": 1, + "icon": "expand-alt", + "indent": 0, + "keep_closed": 0, + "label": "FX Revaluation", + "link_to": "Exchange Rate Revaluation", + "link_type": "DocType", + "show_arrow": 0, + "type": "Link" + }, + { + "child": 1, + "collapsible": 1, + "icon": "calendar-check", + "indent": 0, + "keep_closed": 0, + "label": "Period Closing Voucher", + "link_to": "Period Closing Voucher", + "link_type": "DocType", + "show_arrow": 0, + "type": "Link" + }, { "child": 0, "collapsible": 1, @@ -398,7 +469,7 @@ "type": "Link" } ], - "modified": "2025-12-22 12:15:16.026791", + "modified": "2025-12-22 16:17:31.777323", "modified_by": "Administrator", "module": "Accounts", "name": "Accounting", From 201dbad54550c65af017b19cf821bf59c6f76cf6 Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Mon, 22 Dec 2025 16:52:27 +0530 Subject: [PATCH 07/14] refactor: remove redundant icons --- erpnext/desktop_icon/opening_&_closing.json | 20 -------------------- erpnext/desktop_icon/payables.json | 20 -------------------- erpnext/desktop_icon/receivables.json | 20 -------------------- 3 files changed, 60 deletions(-) delete mode 100644 erpnext/desktop_icon/opening_&_closing.json delete mode 100644 erpnext/desktop_icon/payables.json delete mode 100644 erpnext/desktop_icon/receivables.json diff --git a/erpnext/desktop_icon/opening_&_closing.json b/erpnext/desktop_icon/opening_&_closing.json deleted file mode 100644 index 9b3e96b6d32..00000000000 --- a/erpnext/desktop_icon/opening_&_closing.json +++ /dev/null @@ -1,20 +0,0 @@ -{ - "app": "erpnext", - "creation": "2025-11-12 15:15:15.824801", - "docstatus": 0, - "doctype": "Desktop Icon", - "hidden": 0, - "icon": "panel-top-open", - "icon_type": "Link", - "idx": 2, - "label": "Opening & Closing", - "link_to": "Period Closing Voucher", - "link_type": "DocType", - "modified": "2025-11-19 15:59:14.805915", - "modified_by": "Administrator", - "name": "Opening & Closing", - "owner": "Administrator", - "parent_icon": "Accounts", - "roles": [], - "standard": 1 -} diff --git a/erpnext/desktop_icon/payables.json b/erpnext/desktop_icon/payables.json deleted file mode 100644 index eab39b93d85..00000000000 --- a/erpnext/desktop_icon/payables.json +++ /dev/null @@ -1,20 +0,0 @@ -{ - "app": "erpnext", - "creation": "2025-11-17 13:19:04.255041", - "docstatus": 0, - "doctype": "Desktop Icon", - "hidden": 0, - "icon": "arrow-left", - "icon_type": "Link", - "idx": 0, - "label": "Payables", - "link_to": "Payables", - "link_type": "Workspace", - "modified": "2025-12-19 17:33:27.877083", - "modified_by": "Administrator", - "name": "Payables", - "owner": "Administrator", - "parent_icon": "", - "roles": [], - "standard": 1 -} diff --git a/erpnext/desktop_icon/receivables.json b/erpnext/desktop_icon/receivables.json deleted file mode 100644 index 3783d46414c..00000000000 --- a/erpnext/desktop_icon/receivables.json +++ /dev/null @@ -1,20 +0,0 @@ -{ - "app": "erpnext", - "creation": "2025-11-17 13:19:04.249828", - "docstatus": 0, - "doctype": "Desktop Icon", - "hidden": 0, - "icon": "arrow-right", - "icon_type": "Link", - "idx": 0, - "label": "Receivables", - "link_to": "Receivables", - "link_type": "Workspace", - "modified": "2025-12-19 17:26:13.072005", - "modified_by": "Administrator", - "name": "Receivables", - "owner": "Administrator", - "parent_icon": "", - "roles": [], - "standard": 1 -} From ca2ddd5d92bc338e0ba24561d84aa8da6fda5d99 Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Mon, 22 Dec 2025 16:56:30 +0530 Subject: [PATCH 08/14] refactor: banking sidebar --- erpnext/desktop_icon/banking.json | 4 +- erpnext/workspace_sidebar/banking.json | 61 +++++++++++++++----------- 2 files changed, 38 insertions(+), 27 deletions(-) diff --git a/erpnext/desktop_icon/banking.json b/erpnext/desktop_icon/banking.json index 34308c086ba..a4fa91ece1a 100644 --- a/erpnext/desktop_icon/banking.json +++ b/erpnext/desktop_icon/banking.json @@ -8,9 +8,9 @@ "icon_type": "Link", "idx": 5, "label": "Banking", - "link_to": "Bank Reconciliation Tool", + "link_to": "Bank Clearance", "link_type": "DocType", - "modified": "2025-11-19 15:57:20.139306", + "modified": "2025-12-22 16:53:37.020794", "modified_by": "Administrator", "name": "Banking", "owner": "Administrator", diff --git a/erpnext/workspace_sidebar/banking.json b/erpnext/workspace_sidebar/banking.json index 1cb227667a2..e6ffcb473ad 100644 --- a/erpnext/workspace_sidebar/banking.json +++ b/erpnext/workspace_sidebar/banking.json @@ -6,30 +6,6 @@ "header_icon": "circle-dollar-sign", "idx": 0, "items": [ - { - "child": 0, - "collapsible": 1, - "icon": "organization", - "indent": 0, - "keep_closed": 0, - "label": "Bank", - "link_to": "Bank", - "link_type": "DocType", - "show_arrow": 0, - "type": "Link" - }, - { - "child": 0, - "collapsible": 1, - "icon": "accounting", - "indent": 0, - "keep_closed": 0, - "label": "Bank Account", - "link_to": "Bank Account", - "link_type": "DocType", - "show_arrow": 0, - "type": "Link" - }, { "child": 0, "collapsible": 1, @@ -69,6 +45,41 @@ { "child": 0, "collapsible": 1, + "icon": "database", + "indent": 1, + "keep_closed": 1, + "label": "Setup", + "link_type": "DocType", + "show_arrow": 0, + "type": "Section Break" + }, + { + "child": 1, + "collapsible": 1, + "icon": "organization", + "indent": 0, + "keep_closed": 0, + "label": "Bank", + "link_to": "Bank", + "link_type": "DocType", + "show_arrow": 0, + "type": "Link" + }, + { + "child": 1, + "collapsible": 1, + "icon": "accounting", + "indent": 0, + "keep_closed": 0, + "label": "Bank Account", + "link_to": "Bank Account", + "link_type": "DocType", + "show_arrow": 0, + "type": "Link" + }, + { + "child": 1, + "collapsible": 1, "icon": "settings", "indent": 0, "keep_closed": 0, @@ -112,7 +123,7 @@ "type": "Link" } ], - "modified": "2025-11-25 10:46:09.274779", + "modified": "2025-12-22 16:57:07.501533", "modified_by": "Administrator", "module": "Accounts", "name": "Banking", From 4a8ed972d036fa732f1392d60cc201888c8c22cf Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Mon, 22 Dec 2025 17:07:43 +0530 Subject: [PATCH 09/14] refactor: subscription and budget sidebars --- erpnext/desktop_icon/subscription.json | 4 +- erpnext/workspace_sidebar/budget.json | 37 +++++++++++------ erpnext/workspace_sidebar/subscription.json | 46 ++++++++++++++++++++- 3 files changed, 71 insertions(+), 16 deletions(-) diff --git a/erpnext/desktop_icon/subscription.json b/erpnext/desktop_icon/subscription.json index be04b0398f7..0c994c56640 100644 --- a/erpnext/desktop_icon/subscription.json +++ b/erpnext/desktop_icon/subscription.json @@ -6,11 +6,11 @@ "hidden": 0, "icon": "monitor-check", "icon_type": "Link", - "idx": 6, + "idx": 99, "label": "Subscription", "link_to": "Subscription", "link_type": "DocType", - "modified": "2025-11-19 16:02:32.686833", + "modified": "2025-12-22 17:04:08.800434", "modified_by": "Administrator", "name": "Subscription", "owner": "Administrator", diff --git a/erpnext/workspace_sidebar/budget.json b/erpnext/workspace_sidebar/budget.json index 9a7fdb06ee1..76480db87fb 100644 --- a/erpnext/workspace_sidebar/budget.json +++ b/erpnext/workspace_sidebar/budget.json @@ -54,18 +54,6 @@ "show_arrow": 0, "type": "Link" }, - { - "child": 0, - "collapsible": 1, - "icon": "file-text", - "indent": 0, - "keep_closed": 0, - "label": "Budget Variance", - "link_to": "Budget Variance Report", - "link_type": "Report", - "show_arrow": 0, - "type": "Link" - }, { "child": 0, "collapsible": 1, @@ -77,9 +65,32 @@ "link_type": "DocType", "show_arrow": 0, "type": "Link" + }, + { + "child": 0, + "collapsible": 1, + "icon": "notepad-text", + "indent": 1, + "keep_closed": 1, + "label": "Reports", + "link_type": "DocType", + "show_arrow": 0, + "type": "Section Break" + }, + { + "child": 1, + "collapsible": 1, + "icon": "file-text", + "indent": 0, + "keep_closed": 0, + "label": "Budget Variance", + "link_to": "Budget Variance Report", + "link_type": "Report", + "show_arrow": 0, + "type": "Link" } ], - "modified": "2025-11-25 10:46:09.281991", + "modified": "2025-12-22 17:01:31.198860", "modified_by": "Administrator", "module": "Accounts", "name": "Budget", diff --git a/erpnext/workspace_sidebar/subscription.json b/erpnext/workspace_sidebar/subscription.json index 8e675086339..ed91cc0c04c 100644 --- a/erpnext/workspace_sidebar/subscription.json +++ b/erpnext/workspace_sidebar/subscription.json @@ -41,9 +41,53 @@ "link_type": "DocType", "show_arrow": 0, "type": "Link" + }, + { + "child": 0, + "collapsible": 1, + "icon": "database", + "indent": 1, + "keep_closed": 1, + "label": "Setup", + "link_type": "DocType", + "show_arrow": 0, + "type": "Section Break" + }, + { + "child": 1, + "collapsible": 1, + "indent": 0, + "keep_closed": 0, + "label": "Customer", + "link_to": "Customer", + "link_type": "DocType", + "show_arrow": 0, + "type": "Link" + }, + { + "child": 1, + "collapsible": 1, + "indent": 0, + "keep_closed": 0, + "label": "Supplier", + "link_to": "Supplier", + "link_type": "DocType", + "show_arrow": 0, + "type": "Link" + }, + { + "child": 1, + "collapsible": 1, + "indent": 0, + "keep_closed": 0, + "label": "Item", + "link_to": "Item", + "link_type": "DocType", + "show_arrow": 0, + "type": "Link" } ], - "modified": "2025-11-25 10:46:09.340108", + "modified": "2025-12-22 17:06:54.262451", "modified_by": "Administrator", "module": "Accounts", "name": "Subscription", From f44a181c81bada8ccb9f8186576087e85cad4827 Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Tue, 23 Dec 2025 13:49:12 +0530 Subject: [PATCH 10/14] refactor: remove columns from chart labels --- erpnext/selling/report/sales_order_trends/sales_order_trends.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/erpnext/selling/report/sales_order_trends/sales_order_trends.py b/erpnext/selling/report/sales_order_trends/sales_order_trends.py index 0827110ae5d..ca11b8302de 100644 --- a/erpnext/selling/report/sales_order_trends/sales_order_trends.py +++ b/erpnext/selling/report/sales_order_trends/sales_order_trends.py @@ -36,7 +36,7 @@ def get_chart_data(data, conditions, filters): # fetch only periodic columns as labels columns = conditions.get("columns")[start:-2][2::2] - labels = [column.split(":")[0] for column in columns] + labels = [column.split(":")[0].replace(" (Amt)", "") for column in columns] datapoints = [0] * len(labels) for row in data: From 3ebff7e2362e62e839c9cef8a11176acfc09acc1 Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Tue, 23 Dec 2025 15:41:45 +0530 Subject: [PATCH 11/14] refactor: number cards in selling --- .../average_sales_order_value.json | 26 +++++++++++++++++++ .../sales_orders_count.json | 26 +++++++++++++++++++ .../total_sales_amount.json | 26 +++++++++++++++++++ .../selling/workspace/selling/selling.json | 22 +++++++++++++--- 4 files changed, 96 insertions(+), 4 deletions(-) create mode 100644 erpnext/selling/number_card/average_sales_order_value/average_sales_order_value.json create mode 100644 erpnext/selling/number_card/sales_orders_count/sales_orders_count.json create mode 100644 erpnext/selling/number_card/total_sales_amount/total_sales_amount.json diff --git a/erpnext/selling/number_card/average_sales_order_value/average_sales_order_value.json b/erpnext/selling/number_card/average_sales_order_value/average_sales_order_value.json new file mode 100644 index 00000000000..c6733b81c97 --- /dev/null +++ b/erpnext/selling/number_card/average_sales_order_value/average_sales_order_value.json @@ -0,0 +1,26 @@ +{ + "aggregate_function_based_on": "base_rounded_total", + "creation": "2025-12-24 19:25:10.194383", + "currency": "", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Purchase Order", + "dynamic_filters_json": "[[\"Purchase Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]", + "filters_json": "[[\"Purchase Order\",\"transaction_date\",\"Timespan\",\"this quarter\"],[\"Purchase Order\",\"docstatus\",\"=\",\"1\"],[\"Purchase Order\",\"is_subcontracted\",\"=\",0]]", + "function": "Average", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Average Sales Order Value", + "modified": "2025-12-24 19:25:10.194383", + "modified_by": "Administrator", + "module": "Selling", + "name": "Average Sales Order Value", + "owner": "Administrator", + "parent_document_type": "", + "report_function": "Sum", + "show_full_number": 0, + "show_percentage_stats": 1, + "stats_time_interval": "Weekly", + "type": "Document Type" +} diff --git a/erpnext/selling/number_card/sales_orders_count/sales_orders_count.json b/erpnext/selling/number_card/sales_orders_count/sales_orders_count.json new file mode 100644 index 00000000000..ffd8a4b2c73 --- /dev/null +++ b/erpnext/selling/number_card/sales_orders_count/sales_orders_count.json @@ -0,0 +1,26 @@ +{ + "aggregate_function_based_on": "", + "creation": "2025-12-24 19:32:58.320589", + "currency": "", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Sales Order", + "dynamic_filters_json": "[]", + "filters_json": "[[\"Sales Order\",\"transaction_date\",\"Timespan\",\"this quarter\"],[\"Sales Order\",\"docstatus\",\"=\",\"1\"]]", + "function": "Count", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Sales Orders Count", + "modified": "2025-12-24 19:32:58.320589", + "modified_by": "Administrator", + "module": "Selling", + "name": "Sales Orders Count", + "owner": "Administrator", + "parent_document_type": "", + "report_function": "Sum", + "show_full_number": 0, + "show_percentage_stats": 1, + "stats_time_interval": "Weekly", + "type": "Document Type" +} diff --git a/erpnext/selling/number_card/total_sales_amount/total_sales_amount.json b/erpnext/selling/number_card/total_sales_amount/total_sales_amount.json new file mode 100644 index 00000000000..20d742eda43 --- /dev/null +++ b/erpnext/selling/number_card/total_sales_amount/total_sales_amount.json @@ -0,0 +1,26 @@ +{ + "aggregate_function_based_on": "base_rounded_total", + "creation": "2025-12-24 19:28:43.461156", + "currency": "", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Sales Order", + "dynamic_filters_json": "[]", + "filters_json": "[[\"Sales Order\",\"transaction_date\",\"Timespan\",\"this quarter\"],[\"Sales Order\",\"docstatus\",\"=\",\"1\"]]", + "function": "Sum", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Total Sales Amount", + "modified": "2025-12-24 19:28:43.461156", + "modified_by": "Administrator", + "module": "Selling", + "name": "Total Sales Amount", + "owner": "Administrator", + "parent_document_type": "", + "report_function": "Sum", + "show_full_number": 0, + "show_percentage_stats": 0, + "stats_time_interval": "Weekly", + "type": "Document Type" +} diff --git a/erpnext/selling/workspace/selling/selling.json b/erpnext/selling/workspace/selling/selling.json index c9012362622..d0643abc97c 100644 --- a/erpnext/selling/workspace/selling/selling.json +++ b/erpnext/selling/workspace/selling/selling.json @@ -6,7 +6,7 @@ "label": "Sales Order Trends" } ], - "content": "[{\"id\":\"vBSf8Vi9U8\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Sales Order Trends\",\"col\":12}},{\"id\":\"aW2i5R5GRP\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"1it3dCOnm6\",\"type\":\"header\",\"data\":{\"text\":\"Quick Access\",\"col\":12}},{\"id\":\"x7pLl-spS4\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Item\",\"col\":3}},{\"id\":\"SSGrXWmY-H\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Order\",\"col\":3}},{\"id\":\"-5J_yLxDaS\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Analytics\",\"col\":3}},{\"id\":\"6YEYpnIBKV\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Point of Sale\",\"col\":3}},{\"id\":\"c_GjZuZ2oN\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"id\":\"mX-9DJSyT2\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Learn Sales Management\",\"col\":3}},{\"id\":\"oNjjNbnUHp\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"0BcePLg0g1\",\"type\":\"header\",\"data\":{\"text\":\"Reports & Masters\",\"col\":12}},{\"id\":\"uze5dJ1ipL\",\"type\":\"card\",\"data\":{\"card_name\":\"Selling\",\"col\":4}},{\"id\":\"3j2fYwMAkq\",\"type\":\"card\",\"data\":{\"card_name\":\"Point of Sale\",\"col\":4}},{\"id\":\"xImm8NepFt\",\"type\":\"card\",\"data\":{\"card_name\":\"Items and Pricing\",\"col\":4}},{\"id\":\"6MjIe7KCQo\",\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"id\":\"lBu2EKgmJF\",\"type\":\"card\",\"data\":{\"card_name\":\"Key Reports\",\"col\":4}},{\"id\":\"1ARHrjg4kI\",\"type\":\"card\",\"data\":{\"card_name\":\"Other Reports\",\"col\":4}}]", + "content": "[{\"id\":\"vBSf8Vi9U8\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Sales Order Trends\",\"col\":12}},{\"id\":\"aW2i5R5GRP\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"43fzlS1qZg\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Sales Orders\",\"col\":4}},{\"id\":\"jhtxl-XOGi\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Total Sales Amount\",\"col\":4}},{\"id\":\"0Ioq-P11FP\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Average Order Value\",\"col\":4}},{\"id\":\"1it3dCOnm6\",\"type\":\"header\",\"data\":{\"text\":\"Quick Access\",\"col\":12}},{\"id\":\"x7pLl-spS4\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Item\",\"col\":3}},{\"id\":\"SSGrXWmY-H\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Order\",\"col\":3}},{\"id\":\"-5J_yLxDaS\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Analytics\",\"col\":3}},{\"id\":\"6YEYpnIBKV\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Point of Sale\",\"col\":3}},{\"id\":\"c_GjZuZ2oN\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"id\":\"mX-9DJSyT2\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Learn Sales Management\",\"col\":3}},{\"id\":\"oNjjNbnUHp\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"0BcePLg0g1\",\"type\":\"header\",\"data\":{\"text\":\"Reports & Masters\",\"col\":12}},{\"id\":\"uze5dJ1ipL\",\"type\":\"card\",\"data\":{\"card_name\":\"Selling\",\"col\":4}},{\"id\":\"3j2fYwMAkq\",\"type\":\"card\",\"data\":{\"card_name\":\"Point of Sale\",\"col\":4}},{\"id\":\"xImm8NepFt\",\"type\":\"card\",\"data\":{\"card_name\":\"Items and Pricing\",\"col\":4}},{\"id\":\"6MjIe7KCQo\",\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"id\":\"lBu2EKgmJF\",\"type\":\"card\",\"data\":{\"card_name\":\"Key Reports\",\"col\":4}},{\"id\":\"1ARHrjg4kI\",\"type\":\"card\",\"data\":{\"card_name\":\"Other Reports\",\"col\":4}}]", "creation": "2020-01-28 11:49:12.092882", "custom_blocks": [], "docstatus": 0, @@ -622,11 +622,24 @@ "type": "Link" } ], - "modified": "2024-12-13 14:37:39.781540", + "modified": "2025-12-24 19:34:01.452100", "modified_by": "Administrator", "module": "Selling", "name": "Selling", - "number_cards": [], + "number_cards": [ + { + "label": "Total Sales Amount", + "number_card_name": "Total Sales Amount" + }, + { + "label": "Sales Orders", + "number_card_name": "Sales Orders Count" + }, + { + "label": "Average Order Value", + "number_card_name": "Average Sales Order Value" + } + ], "owner": "Administrator", "parent_page": "", "public": 1, @@ -640,7 +653,7 @@ "doc_view": "List", "label": "Learn Sales Management", "type": "URL", - "url": "https://school.frappe.io/lms/courses/sales-management-course?utm_source=in_app" + "url": "https://frappe.school/lms/courses/sales-management-course?utm_source=in_app" }, { "label": "Point of Sale", @@ -668,6 +681,7 @@ "format": "{} Open", "label": "Sales Analytics", "link_to": "Sales Analytics", + "report_ref_doctype": "Sales Order", "stats_filter": "{ \"Status\": \"Open\" }", "type": "Report" }, From e8777d4f723284fc17246ac87eeb6621070ba2c1 Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Tue, 23 Dec 2025 15:56:27 +0530 Subject: [PATCH 12/14] refactor: remove workspace for receivable and payable --- .../accounts/workspace/payables/payables.json | 204 -------------- .../workspace/receivables/receivables.json | 254 ------------------ erpnext/workspace_sidebar/payables.json | 88 ------ erpnext/workspace_sidebar/receivables.json | 99 ------- 4 files changed, 645 deletions(-) delete mode 100644 erpnext/accounts/workspace/payables/payables.json delete mode 100644 erpnext/accounts/workspace/receivables/receivables.json delete mode 100644 erpnext/workspace_sidebar/payables.json delete mode 100644 erpnext/workspace_sidebar/receivables.json diff --git a/erpnext/accounts/workspace/payables/payables.json b/erpnext/accounts/workspace/payables/payables.json deleted file mode 100644 index 96c626c7291..00000000000 --- a/erpnext/accounts/workspace/payables/payables.json +++ /dev/null @@ -1,204 +0,0 @@ -{ - "charts": [], - "content": "[{\"id\":\"rMMsfn2eB4\",\"type\":\"header\",\"data\":{\"text\":\"Shortcuts\",\"col\":12}},{\"id\":\"G984SgVRJN\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Purchase Invoice\",\"col\":3}},{\"id\":\"F9f4I1viNr\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Payment Entry\",\"col\":3}},{\"id\":\"1ArNvt9qhz\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Journal Entry\",\"col\":3}},{\"id\":\"4IBBOIxfqW\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Accounts Payable\",\"col\":3}},{\"id\":\"B7-uxs8tkU\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"jAcOH-cC-Q\",\"type\":\"header\",\"data\":{\"text\":\"Reports & Masters\",\"col\":12}},{\"id\":\"7dj93PEUjW\",\"type\":\"card\",\"data\":{\"card_name\":\"Invoicing\",\"col\":4}},{\"id\":\"_Cb7C8XdJJ\",\"type\":\"card\",\"data\":{\"card_name\":\"Payments\",\"col\":4}},{\"id\":\"9yseIkdG50\",\"type\":\"card\",\"data\":{\"card_name\":\"Reports\",\"col\":4}}]", - "creation": "2024-01-05 15:29:11.144373", - "custom_blocks": [], - "docstatus": 0, - "doctype": "Workspace", - "for_user": "", - "hide_custom": 0, - "icon": "arrow-left", - "idx": 0, - "indicator_color": "", - "is_hidden": 0, - "label": "Payables", - "links": [ - { - "hidden": 0, - "is_query_report": 0, - "label": "Invoicing", - "link_count": 2, - "link_type": "DocType", - "onboard": 0, - "type": "Card Break" - }, - { - "hidden": 0, - "is_query_report": 0, - "label": "Purchase Invoice", - "link_count": 0, - "link_to": "Purchase 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"hidden": 0, - "is_query_report": 0, - "label": "Reports", - "link_count": 7, - "link_type": "DocType", - "onboard": 0, - "type": "Card Break" - }, - { - "hidden": 0, - "is_query_report": 1, - "label": "Accounts Payable", - "link_count": 0, - "link_to": "Accounts Payable", - "link_type": "Report", - "onboard": 0, - "type": "Link" - }, - { - "hidden": 0, - "is_query_report": 1, - "label": "Accounts Payable Summary", - "link_count": 0, - "link_to": "Accounts Payable Summary", - "link_type": "Report", - "onboard": 0, - "type": "Link" - }, - { - "hidden": 0, - "is_query_report": 1, - "label": "Purchase Register", - "link_count": 0, - "link_to": "Purchase Register", - "link_type": "Report", - "onboard": 0, - "type": "Link" - }, - { - "hidden": 0, - "is_query_report": 1, - "label": "Item-wise Purchase Register", - "link_count": 0, - "link_to": "Item-wise Purchase Register", - "link_type": "Report", - "onboard": 0, - "type": "Link" - }, - { - "hidden": 0, - "is_query_report": 1, - "label": 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deleted file mode 100644 index 5932569028c..00000000000 --- a/erpnext/workspace_sidebar/payables.json +++ /dev/null @@ -1,88 +0,0 @@ -{ - "app": "erpnext", - "creation": "2025-11-17 13:19:04.870143", - "docstatus": 0, - "doctype": "Workspace Sidebar", - "header_icon": "arrow-left", - "idx": 0, - "items": [ - { - "child": 0, - "collapsible": 1, - "icon": "home", - "indent": 0, - "keep_closed": 0, - "label": "Home", - "link_to": "Payables", - "link_type": "Workspace", - "show_arrow": 0, - "type": "Link" - }, - { - "child": 0, - "collapsible": 1, - "icon": "customer", - "indent": 0, - "keep_closed": 0, - "label": "Supplier", - "link_to": "Supplier", - "link_type": "DocType", - "show_arrow": 0, - "type": "Link" - }, - { - "child": 0, - "collapsible": 1, - "icon": "liabilities", - "indent": 0, - "keep_closed": 0, - "label": "Purchase Invoice", - "link_to": "Purchase Invoice", - "link_type": "DocType", - "show_arrow": 0, - "type": "Link" - }, - { - "child": 0, - "collapsible": 1, - "icon": 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a/erpnext/workspace_sidebar/receivables.json +++ /dev/null @@ -1,99 +0,0 @@ -{ - "app": "erpnext", - "creation": "2025-11-17 13:19:04.958271", - "docstatus": 0, - "doctype": "Workspace Sidebar", - "header_icon": "arrow-right", - "idx": 0, - "items": [ - { - "child": 0, - "collapsible": 1, - "indent": 0, - "keep_closed": 0, - "label": "Home", - "link_to": "Receivables", - "link_type": "Workspace", - "show_arrow": 0, - "type": "Link" - }, - { - "child": 0, - "collapsible": 1, - "icon": "customer", - "indent": 0, - "keep_closed": 0, - "label": "Customer", - "link_to": "Customer", - "link_type": "DocType", - "show_arrow": 0, - "type": "Link" - }, - { - "child": 0, - "collapsible": 1, - "icon": "receipt", - "indent": 0, - "keep_closed": 0, - "label": "Sales Invoice", - "link_to": "Sales Invoice", - "link_type": "DocType", - "show_arrow": 0, - "type": "Link" - }, - { - "child": 0, - "collapsible": 1, - "icon": "dollar-sign", - "indent": 0, - "keep_closed": 0, - "label": "Payment Entry", - "link_to": "Payment Entry", - "link_type": "DocType", - "show_arrow": 0, - "type": "Link" - }, - { - "child": 0, - "collapsible": 1, - "icon": "file-text", - "indent": 0, - "keep_closed": 0, - "label": "Journal Entry", - "link_to": "Journal Entry", - "link_type": "DocType", - "show_arrow": 0, - "type": "Link" - }, - { - "child": 0, - "collapsible": 1, - "icon": "computer", - "indent": 0, - "keep_closed": 0, - "label": "POS Invoice", - "link_to": "POS Invoice", - "link_type": "DocType", - "show_arrow": 0, - "type": "Link" - }, - { - "child": 0, - "collapsible": 1, - "icon": "notepad-text", - "indent": 0, - "keep_closed": 0, - "label": "Accounts Receivable", - "link_to": "Accounts Receivable", - "link_type": "Report", - "show_arrow": 0, - "type": "Link" - } - ], - "modified": "2025-11-25 10:46:09.185843", - "modified_by": "Administrator", - "module": "Accounts", - "name": "Receivables", - "owner": "Administrator", - "title": "Receivables" -} From 20654acdd7581500edb49148372ceb0a5ff6c302 Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Wed, 24 Dec 2025 12:48:14 +0530 Subject: [PATCH 13/14] refactor: update icon and chart in financial report workspace --- .../workspace/financial_reports/financial_reports.json | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/erpnext/accounts/workspace/financial_reports/financial_reports.json b/erpnext/accounts/workspace/financial_reports/financial_reports.json index 12645fabd1a..3211845f5ea 100644 --- a/erpnext/accounts/workspace/financial_reports/financial_reports.json +++ b/erpnext/accounts/workspace/financial_reports/financial_reports.json @@ -6,14 +6,14 @@ "label": "Profit and Loss" } ], - "content": "[{\"id\":\"nKKr6fjgjb\",\"type\":\"card\",\"data\":{\"card_name\":\"Ledgers\",\"col\":4}},{\"id\":\"p7NY6MHe2Y\",\"type\":\"card\",\"data\":{\"card_name\":\"Financial 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"is_hidden": 0, @@ -266,7 +266,7 @@ "type": "Link" } ], - "modified": "2025-12-22 13:55:46.095713", + "modified": "2025-12-24 12:49:25.266357", "modified_by": "Administrator", "module": "Accounts", "name": "Financial Reports", From 666c77dd91f6004cd10200d37c7896c19e95eafb Mon Sep 17 00:00:00 2001 From: ruthra kumar Date: Wed, 24 Dec 2025 13:20:53 +0530 Subject: [PATCH 14/14] refactor: accounting workspace --- .../accounts/workspace/accounting/accounting.json | 14 +++++++------- 1 file changed, 7 insertions(+), 7 deletions(-) diff --git a/erpnext/accounts/workspace/accounting/accounting.json b/erpnext/accounts/workspace/accounting/accounting.json index 07c3e472944..8205c258068 100644 --- a/erpnext/accounts/workspace/accounting/accounting.json +++ b/erpnext/accounts/workspace/accounting/accounting.json @@ -6,7 +6,7 @@ "label": "Profit and Loss" } ], - "content": "[{\"id\":\"nDhfcJYbKH\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Profit and Loss\",\"col\":12}},{\"id\":\"VVvJ1lUcfc\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Total Outgoing Bills\",\"col\":3}},{\"id\":\"Vlj2FZtlHV\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Total Incoming Bills\",\"col\":3}},{\"id\":\"VVVjQVAhPf\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Total Incoming Payment\",\"col\":3}},{\"id\":\"DySNdlysIW\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Total Outgoing Payment\",\"col\":3}},{\"id\":\"tHb3yxthkR\",\"type\":\"header\",\"data\":{\"text\":\"Reports & Masters\",\"col\":12}},{\"id\":\"DnNtsmxpty\",\"type\":\"card\",\"data\":{\"card_name\":\"Accounting Masters\",\"col\":4}},{\"id\":\"nKKr6fjgjb\",\"type\":\"card\",\"data\":{\"card_name\":\"Payments\",\"col\":4}},{\"id\":\"KlqilF5R_V\",\"type\":\"card\",\"data\":{\"card_name\":\"Tax Masters\",\"col\":4}},{\"id\":\"jTUy8LB0uw\",\"type\":\"card\",\"data\":{\"card_name\":\"Cost Center and 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"number_card_name": "Total Outgoing Payment" } ],