feat(opening invoice creation tool): add project to opening invoice child row (backport #54662) (#56401)

Co-authored-by: Ravibharathi <131471282+ravibharathi656@users.noreply.github.com>

erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.js

@@ -74,29 +74,31 @@ frappe.ui.form.on("Opening Invoice Creation Tool", {
 	},
 
 	setup_company_filters: function (frm) {
-		frm.set_query("cost_center", "invoices", function (doc, cdt, cdn) {
+		frm.events.apply_company_query_filter(frm, "cost_center", "invoices", { is_group: 0 });
-			return {
+		frm.events.apply_company_query_filter(frm, "project", "invoices");
-				filters: {
+		frm.events.apply_company_query_filter(frm, "project");
-					company: doc.company,
+		frm.events.apply_company_query_filter(frm, "cost_center", undefined, { is_group: 0 });
-				},
+		frm.events.apply_company_query_filter(frm, "temporary_opening_account", "invoices", {
-			};
+			account_type: "Temporary",
+			is_group: 0,
 		});
+	},
 
-		frm.set_query("cost_center", function (doc) {
+	apply_company_query_filter: function (frm, field_name, child_doctype = null, filters = {}) {
+		const query = function (doc) {
 			return {
 				filters: {
 					company: doc.company,
+					...filters,
 				},
 			};
-		});
+		};
 
-		frm.set_query("temporary_opening_account", "invoices", function (doc, cdt, cdn) {
+		if (child_doctype) {
-			return {
+			frm.set_query(field_name, child_doctype, query);
-				filters: {
+		} else {
-					company: doc.company,
+			frm.set_query(field_name, query);
-				},
+		}
-			};
-		});
 	},
 
 	company: function (frm) {
@@ -120,11 +122,6 @@ frappe.ui.form.on("Opening Invoice Creation Tool", {
 	},
 
 	invoice_type: function (frm) {
-		$.each(frm.doc.invoices, (idx, row) => {
-			row.party_type = frm.doc.invoice_type == "Sales" ? "Customer" : "Supplier";
-			frappe.model.set_value(row.doctype, row.name, "party", "");
-			frappe.model.set_value(row.doctype, row.name, "party_name", "");
-		});
 		frm.clear_table("invoices");
 		frm.refresh_fields();
 		frm.trigger("update_party_labels");
@@ -219,7 +216,19 @@ frappe.ui.form.on("Opening Invoice Creation Tool Item", {
 		});
 	},
 
-	invoices_add: (frm) => {
+	invoices_add: (frm, cdt, cdn) => {
+		const row = frappe.get_doc(cdt, cdn);
+		const field_copy = [];
+
+		["project", "cost_center"].forEach((fieldname) => {
+			if (frm.doc[fieldname]) {
+				frappe.model.set_value(cdt, cdn, fieldname, frm.doc[fieldname]);
+			} else {
+				field_copy.push(fieldname);
+			}
+		});
+
+		frm.script_manager.copy_from_first_row("invoices", row, field_copy);
 		frm.trigger("update_invoice_table");
 	},
 });

erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.py

@@ -133,6 +133,17 @@ class OpeningInvoiceCreationTool(Document):
 			if not row.get(scrub(d)):
 				frappe.throw(mandatory_error_msg.format(row.idx, d, self.invoice_type))
 
+		self.validate_temporary_opening_account(row)
+
+	def validate_temporary_opening_account(self, row):
+		account_type = frappe.get_cached_value("Account", row.temporary_opening_account, "account_type")
+		if account_type != "Temporary":
+			frappe.throw(
+				_("Row #{0}: {1} account is not of type {2}").format(
+					row.idx, row.temporary_opening_account, "Temporary"
+				)
+			)
+
 	def get_invoices(self):
 		invoices = []
 		for row in self.invoices:
@@ -203,6 +214,7 @@ class OpeningInvoiceCreationTool(Document):
 					"description": row.item_name or "Opening Invoice Item",
 					income_expense_account_field: row.temporary_opening_account,
 					"cost_center": cost_center,
+					"project": row.get("project") or self.get("project"),
 				}
 			)
 

erpnext/accounts/doctype/opening_invoice_creation_tool/test_opening_invoice_creation_tool.py

@@ -2,10 +2,12 @@
 # See license.txt
 
 import frappe
+from frappe.utils import add_days, today
 
 from erpnext.accounts.doctype.opening_invoice_creation_tool.opening_invoice_creation_tool import (
 	get_temporary_opening_account,
 )
+from erpnext.projects.doctype.project.test_project import make_project
 from erpnext.tests.utils import ERPNextTestSuite
 
 
@@ -14,21 +16,26 @@ class TestOpeningInvoiceCreationTool(ERPNextTestSuite):
 		self,
 		invoice_type="Sales",
 		company=None,
-		party_1=None,
+		invoices=None,
-		party_2=None,
+		project=None,
-		invoice_number=None,
+		cost_center=None,
 		department=None,
+		return_doc=False,
 	):
 		doc = frappe.get_single("Opening Invoice Creation Tool")
 		args = get_opening_invoice_creation_dict(
 			invoice_type=invoice_type,
 			company=company,
-			party_1=party_1,
+			invoices=invoices,
-			party_2=party_2,
+			project=project,
-			invoice_number=invoice_number,
+			cost_center=cost_center,
 			department=department,
 		)
 		doc.update(args)
+
+		if return_doc:
+			return doc
+
 		return doc.make_invoices()
 
 	def test_opening_sales_invoice_creation(self):
@@ -37,8 +44,8 @@ class TestOpeningInvoiceCreationTool(ERPNextTestSuite):
 		self.assertEqual(len(invoices), 2)
 		expected_value = {
 			"keys": ["customer", "outstanding_amount", "status"],
-			0: ["_Test Customer", 300, "Overdue"],
+			0: ["_Test Customer", 200, "Overdue"],
-			1: ["_Test Customer 1", 250, "Overdue"],
+			1: ["_Test Customer 1", 200, "Overdue"],
 		}
 		self.check_expected_values(invoices, expected_value)
 
@@ -55,48 +62,34 @@ class TestOpeningInvoiceCreationTool(ERPNextTestSuite):
 			for field_idx, field in enumerate(expected_value["keys"]):
 				self.assertEqual(si.get(field, ""), expected_value[invoice_idx][field_idx])
 
+	def test_opening_invoice_requires_temporary_account_type(self):
+		doc = self.make_invoices(company="_Test Opening Invoice Company", return_doc=True)
+		doc.invoices[0].temporary_opening_account = "Sales - _TOIC"
+		self.assertRaises(frappe.ValidationError, doc.make_invoices)
+
 	def test_opening_purchase_invoice_creation(self):
 		invoices = self.make_invoices(invoice_type="Purchase", company="_Test Opening Invoice Company")
 
 		self.assertEqual(len(invoices), 2)
 		expected_value = {
 			"keys": ["supplier", "outstanding_amount", "status"],
-			0: ["_Test Supplier", 300, "Overdue"],
+			0: ["_Test Supplier", 200, "Overdue"],
-			1: ["_Test Supplier 1", 250, "Overdue"],
+			1: ["_Test Supplier 1", 200, "Overdue"],
 		}
 		self.check_expected_values(invoices, expected_value, "Purchase")
 
 	def test_opening_sales_invoice_creation_with_missing_debit_account(self):
-		company = "_Test Opening Invoice Company"
 		party_1, party_2 = make_customer("Customer A"), make_customer("Customer B")
 
-		old_default_receivable_account = frappe.db.get_value("Company", company, "default_receivable_account")
+		old_default_receivable_account = frappe.db.get_value(
-		frappe.db.set_value("Company", company, "default_receivable_account", "")
+			"Company", "_Test Opening Invoice Company", "default_receivable_account"
+		)
+		frappe.db.set_value("Company", "_Test Opening Invoice Company", "default_receivable_account", "")
 
-		if not frappe.db.exists("Cost Center", "_Test Opening Invoice Company - _TOIC"):
+		self.make_invoices(
-			cc = frappe.get_doc(
+			company="_Test Opening Invoice Company",
-				{
+			invoices=[{"party": party_1}, {"party": party_2}],
-					"doctype": "Cost Center",
+		)
-					"cost_center_name": "_Test Opening Invoice Company",
-					"is_group": 1,
-					"company": "_Test Opening Invoice Company",
-				}
-			)
-			cc.insert(ignore_mandatory=True)
-			cc2 = frappe.get_doc(
-				{
-					"doctype": "Cost Center",
-					"cost_center_name": "Main",
-					"is_group": 0,
-					"company": "_Test Opening Invoice Company",
-					"parent_cost_center": cc.name,
-				}
-			)
-			cc2.insert()
-
-		frappe.db.set_value("Company", company, "cost_center", "Main - _TOIC")
-
-		self.make_invoices(company="_Test Opening Invoice Company", party_1=party_1, party_2=party_2)
 
 		# Check if missing debit account error raised
 		error_log = frappe.db.exists(
@@ -106,71 +99,107 @@ class TestOpeningInvoiceCreationTool(ERPNextTestSuite):
 		self.assertTrue(error_log)
 
 		# teardown
-		frappe.db.set_value("Company", company, "default_receivable_account", old_default_receivable_account)
+		frappe.db.set_value(
-
+			"Company",
-	def test_renaming_of_invoice_using_invoice_number_field(self):
+			"_Test Opening Invoice Company",
-		company = "_Test Opening Invoice Company"
+			"default_receivable_account",
-		party_1, party_2 = make_customer("Customer A"), make_customer("Customer B")
+			old_default_receivable_account,
-		self.make_invoices(
-			company=company, party_1=party_1, party_2=party_2, invoice_number="TEST-NEW-INV-11"
 		)
 
-		sales_inv1 = frappe.get_all("Sales Invoice", filters={"customer": "Customer A"})[0].get("name")
+	def test_renaming_of_invoice_using_invoice_number_field(self):
-		sales_inv2 = frappe.get_all("Sales Invoice", filters={"customer": "Customer B"})[0].get("name")
+		party_1, party_2 = make_customer("Customer A"), make_customer("Customer B")
-		self.assertEqual(sales_inv1, "TEST-NEW-INV-11")
+		invoices = self.make_invoices(
+			company="_Test Opening Invoice Company",
+			invoices=[
+				{"party": party_1, "invoice_number": "TEST-NEW-INV-11"},
+				{"party": party_2},
+			],
+		)
 
-		# teardown
+		self.assertEqual(invoices[0], "TEST-NEW-INV-11")
-		for inv in [sales_inv1, sales_inv2]:
-			doc = frappe.get_doc("Sales Invoice", inv)
-			doc.cancel()
 
 	def test_opening_invoice_with_accounting_dimension(self):
 		invoices = self.make_invoices(
 			invoice_type="Sales", company="_Test Opening Invoice Company", department="Sales - _TOIC"
 		)
 
-		expected_value = {
+		for invoice in invoices:
-			"keys": ["customer", "outstanding_amount", "status", "department"],
+			self.assertEqual(frappe.db.get_value("Sales Invoice", invoice, "department"), "Sales - _TOIC")
-			0: ["_Test Customer", 300, "Overdue", "Sales - _TOIC"],
+
-			1: ["_Test Customer 1", 250, "Overdue", "Sales - _TOIC"],
+	def test_opening_entry_project_linking(self):
-		}
+		doc = self.make_invoices(
-		self.check_expected_values(invoices, expected_value, invoice_type="Sales")
+			company="_Test Opening Invoice Company", invoice_type="Sales", return_doc=True
+		)
+		project_1 = make_project(
+			{"project_name": "Test Opening Invoice projecty 01", "company": "_Test Opening Invoice Company"}
+		)
+		project_2 = make_project(
+			{"project_name": "Test Opening Invoice projecty 02", "company": "_Test Opening Invoice Company"}
+		)
+		doc.invoices[0].project = project_1.name
+		doc.invoices[1].project = project_2.name
+		invoices = doc.make_invoices()
+		sales_invoice_1 = frappe.get_doc("Sales Invoice", invoices[0])
+		sales_invoice_2 = frappe.get_doc("Sales Invoice", invoices[1])
+
+		self.assertEqual(sales_invoice_1.items[0].project, project_1.name)
+		self.assertEqual(sales_invoice_2.items[0].project, project_2.name)
 
 
 def get_opening_invoice_creation_dict(**args):
 	party = "Customer" if args.get("invoice_type", "Sales") == "Sales" else "Supplier"
 	company = args.get("company", "_Test Company")
+	default_invoices = []
+	default_invoice_rows = [
+		{
+			"qty": 1.0,
+			"outstanding_amount": 200,
+			"party": f"_Test {party}",
+			"item_name": "Opening Item",
+			"due_date": add_days(today(), -10),
+			"posting_date": add_days(today(), -15),
+			"temporary_opening_account": get_temporary_opening_account(company),
+		},
+		{
+			"qty": 1.0,
+			"outstanding_amount": 200,
+			"party": f"_Test {party} 1",
+			"item_name": "Opening Item",
+			"due_date": add_days(today(), -10),
+			"posting_date": add_days(today(), -15),
+			"temporary_opening_account": get_temporary_opening_account(company),
+		},
+	]
+
+	for row in args.get("invoices") or default_invoice_rows:
+		default_invoices.append(
+			{
+				"qty": row.get("qty") or 1.0,
+				"outstanding_amount": row.get("outstanding_amount") or 200,
+				"party": row.get("party") or f"_Test {party}",
+				"item_name": row.get("item_name") or "Opening Item",
+				"due_date": row.get("due_date") or add_days(today(), -10),
+				"posting_date": row.get("posting_date") or add_days(today(), -15),
+				"temporary_opening_account": row.get("temporary_opening_account")
+				or get_temporary_opening_account(company),
+				"invoice_number": row.get("invoice_number"),
+				"project": row.get("project"),
+				"cost_center": row.get("cost_center"),
+			}
+		)
 
 	invoice_dict = frappe._dict(
 		{
 			"company": company,
 			"invoice_type": args.get("invoice_type", "Sales"),
-			"invoices": [
+			"project": args.get("project"),
-				{
+			"cost_center": args.get("cost_center"),
-					"qty": 1.0,
+			"invoices": default_invoices,
-					"outstanding_amount": 300,
-					"party": args.get("party_1") or f"_Test {party}",
-					"item_name": "Opening Item",
-					"due_date": "2016-09-10",
-					"posting_date": "2016-09-05",
-					"temporary_opening_account": get_temporary_opening_account(company),
-					"invoice_number": args.get("invoice_number"),
-				},
-				{
-					"qty": 2.0,
-					"outstanding_amount": 250,
-					"party": args.get("party_2") or f"_Test {party} 1",
-					"item_name": "Opening Item",
-					"due_date": "2016-09-10",
-					"posting_date": "2016-09-05",
-					"temporary_opening_account": get_temporary_opening_account(company),
-					"invoice_number": None,
-				},
-			],
 		}
 	)
 
 	invoice_dict.update(args)
+	invoice_dict.invoices = default_invoices
 	return invoice_dict
 
 

erpnext/accounts/doctype/opening_invoice_creation_tool_item/opening_invoice_creation_tool_item.json

@@ -21,7 +21,8 @@
   "qty",
   "accounting_dimensions_section",
   "cost_center",
-  "dimension_col_break"
+  "dimension_col_break",
+  "project"
  ],
  "fields": [
   {
@@ -125,11 +126,17 @@
    "fieldtype": "Data",
    "in_list_view": 1,
    "label": "Party Name"
+  },
+  {
+   "fieldname": "project",
+   "fieldtype": "Link",
+   "label": "Project",
+   "options": "Project"
   }
  ],
  "istable": 1,
  "links": [],
- "modified": "2026-03-20 02:11:42.023575",
+ "modified": "2026-04-29 17:08:15.617047",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Opening Invoice Creation Tool Item",

erpnext/accounts/doctype/opening_invoice_creation_tool_item/opening_invoice_creation_tool_item.py

@@ -26,6 +26,7 @@ class OpeningInvoiceCreationToolItem(Document):
 		party_name: DF.Data | None
 		party_type: DF.Link | None
 		posting_date: DF.Date | None
+		project: DF.Link | None
 		qty: DF.Data | None
 		supplier_invoice_date: DF.Date | None
 		temporary_opening_account: DF.Link | None