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feat: auto-generate budget distribution rows based on start and end date

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khushi8112
2025-10-15 02:13:41 +05:30
parent 8857037971
commit d8deb33c8c
1 changed files with 58 additions and 0 deletions
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58
erpnext/accounts/doctype/budget/budget.py
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@@ -8,6 +8,7 @@ import frappe
from frappe import _
from frappe.model.document import Document
from frappe.utils import add_months, flt, fmt_money, get_last_day, getdate, month_diff
from frappe.utils.data import get_first_day
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
get_accounting_dimensions,
@@ -153,6 +154,63 @@ class Budget(Document):
def set_total_budget_amount(self):
self.total_budget_amount = flt(sum(d.budget_amount for d in self.accounts))
def before_save(self):
self.allocate_budget()
def allocate_budget(self):
self.set("budget_distribution", [])
if not (self.budget_start_date and self.budget_end_date and self.allocation_frequency):
return
start = getdate(self.budget_start_date)
end = getdate(self.budget_end_date)
freq = self.allocation_frequency
current = start
if freq == "Monthly":
while current <= end:
row = self.append("budget_distribution", {})
row.start_date = get_first_day(current)
row.end_date = get_last_day(current)
current = add_months(current, 1)
elif freq == "Quarterly":
while current <= end:
row = self.append("budget_distribution", {})
month = ((current.month - 1) // 3) * 3 + 1
quarter_start = date(current.year, month, 1)
quarter_end = get_last_day(add_months(quarter_start, 2))
if quarter_end > end:
quarter_end = end
row.start_date = quarter_start
row.end_date = quarter_end
current = add_months(quarter_start, 3)
elif freq == "Half-Yearly":
while current <= end:
row = self.append("budget_distribution", {})
half = 1 if current.month <= 6 else 2
half_start = date(current.year, 1, 1) if half == 1 else date(current.year, 7, 1)
half_end = date(current.year, 6, 30) if half == 1 else date(current.year, 12, 31)
if half_end > end:
half_end = end
row.start_date = half_start
row.end_date = half_end
current = add_months(half_start, 6)
elif freq == "Yearly":
while current <= end:
row = self.append("budget_distribution", {})
year_start = date(current.year, 1, 1)
year_end = date(current.year, 12, 31)
if year_end > end:
year_end = end
row.start_date = year_start
row.end_date = year_end
current = date(current.year + 1, 1, 1)
def validate_expense_against_budget(args, expense_amount=0):
args = frappe._dict(args)