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Merge pull request #54479 from Abdeali099/cash-flow-fixes

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Smit Vora
2026-04-28 17:30:32 +05:30
committed by GitHub
parent 084c7f72f0 3854d2cbf6
commit d0f0e38e8d
2 changed files with 31 additions and 7 deletions
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30
erpnext/accounts/doctype/financial_report_template/financial_report_engine.py
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@@ -226,14 +226,38 @@ class FinancialReportEngine:
return context.get_result() return context.get_result()
def _validate_filters(self, filters: dict[str, Any]) -> None: def _validate_filters(self, filters: dict[str, Any]) -> None:
required_filters = ["report_template", "period_start_date", "period_end_date"] filter_labels = {
"report_template": _("Report Template"),
"filter_based_on": _("Filter Based On"),
"period_start_date": _("Start Date"),
"period_end_date": _("End Date"),
"from_fiscal_year": _("Start Year"),
"to_fiscal_year": _("End Year"),
}
required_filters_by_basis = {
"Date Range": ("period_start_date", "period_end_date"),
"Fiscal Year": ("from_fiscal_year", "to_fiscal_year"),
}
required_filters = ["report_template", "filter_based_on"]
required_filters.extend(required_filters_by_basis.get(filters.get("filter_based_on"), ()))
for filter_key in required_filters: for filter_key in required_filters:
if not filters.get(filter_key): if not filters.get(filter_key):
frappe.throw(_("Missing required filter: {0}").format(filter_key)) frappe.throw(
title=_("Missing Required Filter"),
msg=_("Missing required filter: {0}").format(
frappe.bold(filter_labels.get(filter_key, filter_key))
),
)
if filters.get("presentation_currency"): if filters.get("presentation_currency"):
frappe.msgprint(_("Currency filters are currently unsupported in Custom Financial Report.")) frappe.msgprint(
title=_("Unsupported Feature"),
msg=_("Currency filters are currently unsupported in Custom Financial Report."),
indicator="orange",
)
# Margin view is dependent on first row being an income account. Hence not supported. # Margin view is dependent on first row being an income account. Hence not supported.
# Way to implement this would be using calculated rows with formulas. # Way to implement this would be using calculated rows with formulas.

8
erpnext/public/js/financial_statements.js
View File

@@ -64,7 +64,7 @@ erpnext.financial_statements = {
const isPeriodColumn = periodKeys.includes(baseName); const isPeriodColumn = periodKeys.includes(baseName);
return { return {
isAccount: baseName === erpnext.financial_statements.name_field, isAccount: baseName === "account", // DO NOT USE `name_field` ! This can be overridden in some reports!
isPeriod: isPeriodColumn, isPeriod: isPeriodColumn,
segmentIndex: valueMatch && valueMatch[1] ? parseInt(valueMatch[1]) : null, segmentIndex: valueMatch && valueMatch[1] ? parseInt(valueMatch[1]) : null,
fieldname: baseName, fieldname: baseName,
@@ -298,7 +298,7 @@ erpnext.financial_statements = {
let fiscal_year = erpnext.utils.get_fiscal_year(frappe.datetime.get_today()); let fiscal_year = erpnext.utils.get_fiscal_year(frappe.datetime.get_today());
var filters = report.get_values(); var filters = report.get_values();
if (!filters.period_start_date || !filters.period_end_date) { if (fiscal_year && (!filters.period_start_date || !filters.period_end_date)) {
frappe.model.with_doc("Fiscal Year", fiscal_year, function (r) { frappe.model.with_doc("Fiscal Year", fiscal_year, function (r) {
var fy = frappe.model.get_doc("Fiscal Year", fiscal_year); var fy = frappe.model.get_doc("Fiscal Year", fiscal_year);
frappe.query_report.set_filter_value({ frappe.query_report.set_filter_value({
@@ -422,16 +422,16 @@ function get_filters() {
label: __("Start Year"), label: __("Start Year"),
fieldtype: "Link", fieldtype: "Link",
options: "Fiscal Year", options: "Fiscal Year",
reqd: 1,
depends_on: "eval:doc.filter_based_on == 'Fiscal Year'", depends_on: "eval:doc.filter_based_on == 'Fiscal Year'",
mandatory_depends_on: "eval:doc.filter_based_on == 'Fiscal Year'",
}, },
{ {
fieldname: "to_fiscal_year", fieldname: "to_fiscal_year",
label: __("End Year"), label: __("End Year"),
fieldtype: "Link", fieldtype: "Link",
options: "Fiscal Year", options: "Fiscal Year",
reqd: 1,
depends_on: "eval:doc.filter_based_on == 'Fiscal Year'", depends_on: "eval:doc.filter_based_on == 'Fiscal Year'",
mandatory_depends_on: "eval:doc.filter_based_on == 'Fiscal Year'",
}, },
{ {
fieldname: "periodicity", fieldname: "periodicity",