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Bank reconciliation dashboard

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This commit is contained in:
Charles-Henri Decultot
2018-12-12 14:14:23 +00:00
parent 818492387a
commit e394cec194
7 changed files with 250 additions and 10 deletions
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35
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.json
View File

@@ -45,6 +45,39 @@
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.enabled==1",
"fieldname": "automatic_sync",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Synchronize all accounts every hour",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
@@ -89,7 +122,7 @@
"issingle": 1,
"istable": 0,
"max_attachments": 0,
"modified": "2018-12-07 10:28:10.837885",
"modified": "2018-12-10 16:53:23.292974",
"modified_by": "Administrator",
"module": "ERPNext Integrations",
"name": "Plaid Settings",

12
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
View File

@@ -113,7 +113,7 @@ def add_account_subtype(account_subtype):
frappe.throw(frappe.get_traceback())
@frappe.whitelist()
def sync_transactions(bank, bank_account=None):
def sync_transactions(bank, bank_account):
last_sync_date = frappe.db.get_value("Bank Account", bank_account, "last_integration_date")
if last_sync_date:
@@ -135,7 +135,6 @@ def sync_transactions(bank, bank_account=None):
except Exception:
frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))
def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
access_token = None
@@ -188,3 +187,12 @@ def new_bank_transaction(transaction):
frappe.throw(frappe.get_traceback())
return result
def automatic_synchronization():
settings = frappe.get_doc("Plaid Settings", "Plaid Settings")
if settings.enabled == 1 and settings.automatic_sync == 1:
plaid_accounts = frappe.get_all("Bank Account", filter={"integration_id": ["!=", ""]}, fields=["name", "bank"])
for plaid_account in plaid_accounts:
frappe.enqueue("erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions", bank=plaid_account.bank, bank_account=plaid_account.name)