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Move logic for download template to dialog

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This commit is contained in:
Deepesh Garg
2020-02-29 20:23:39 +05:30
parent 39790f05e7
commit ec19926a97
3 changed files with 79 additions and 71 deletions
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71
erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.js
View File

@@ -20,30 +20,57 @@ frappe.ui.form.on('Chart of Accounts Importer', {
},
download_template: function(frm) {
var d = new frappe.ui.Dialog({
title: __("Download Template"),
fields: [
{
label : "File Type",
fieldname: "file_type",
fieldtype: "Select",
reqd: 1,
options: ["Excel", "CSV"]
},
{
label: "Template Type",
fieldname: "template_type",
fieldtype: "Select",
reqd: 1,
options: ["Sample Template", "Blank Template"],
change: () => {
let template_type = d.get_value('template_type');
if (!frm.doc.template_type) {
frappe.throw(__('Please select <b>Template Type</b> to download template'));
}
if (template_type === "Sample Template") {
d.set_df_property('template_type', 'description',
`The Sample Template contains all the required accounts pre filled in the template.
You can add more accounts or change existing accounts in the template as per your choice.`);
} else {
d.set_df_property('template_type', 'description',
`The Blank Template contains just the account type and root type required to build the Chart
of Accounts. Please enter the account names and add more rows as per your requirement.`);
}
}
}
],
primary_action: function() {
var data = d.get_values();
open_url_post(
'/api/method/erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.download_template',
{
file_type: frm.doc.file_type,
template_type: frm.doc.template_type
}
);
},
if (!data.template_type) {
frappe.throw(__('Please select <b>Template Type</b> to download template'));
}
template_type: function(frm) {
if (frm.doc.template_type == 'Sample Template') {
frm.set_df_property('template_type', 'description',
`The Sample Template contains all the required accounts pre filled in the template.
You can add more accounts or change existing accounts in the template as per your choice.`);
} else {
frm.set_df_property('template_type', 'description',
`The Blank Template contains just the account type and root type required to build the Chart
of Accounts. Please enter the account names and add more rows as per your requirement.`);
}
open_url_post(
'/api/method/erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.download_template',
{
file_type: data.file_type,
template_type: data.template_type
}
);
d.hide();
},
primary_action_label: __('Download')
});
d.show();
},
import_file: function (frm) {
@@ -96,7 +123,7 @@ var validate_csv_data = function(frm) {
};
var create_import_button = function(frm) {
frm.page.set_primary_action(__("Start Import"), function () {
frm.page.set_primary_action(__("Import"), function () {
frappe.call({
method: "erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.import_coa",
args: {

27
erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.json
View File

@@ -9,10 +9,7 @@
"engine": "InnoDB",
"field_order": [
"company",
"file_type",
"template_type",
"download_template",
"import_file_section",
"import_file",
"chart_preview",
"chart_tree"
@@ -26,11 +23,7 @@
"options": "Company"
},
{
"fieldname": "import_file_section",
"fieldtype": "Section Break"
},
{
"depends_on": "eval:!doc.__islocal",
"depends_on": "company",
"fieldname": "import_file",
"fieldtype": "Attach",
"label": "Attach custom Chart of Accounts file"
@@ -51,28 +44,13 @@
"fieldname": "download_template",
"fieldtype": "Button",
"label": "Download Template"
},
{
"depends_on": "company",
"fieldname": "file_type",
"fieldtype": "Select",
"label": "File Type",
"options": "CSV\nExcel"
},
{
"depends_on": "company",
"fieldname": "template_type",
"fieldtype": "Select",
"label": "Template Type",
"options": "\nBlank Template\nSample Template",
"reqd": 1
}
],
"hide_toolbar": 1,
"in_create": 1,
"issingle": 1,
"links": [],
"modified": "2020-02-24 19:07:52.670868",
"modified": "2020-02-28 08:49:11.422846",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Chart of Accounts Importer",
@@ -88,5 +66,6 @@
],
"quick_entry": 1,
"read_only": 1,
"sort_field": "modified",
"sort_order": "DESC"
}

52
erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py
View File

@@ -22,9 +22,9 @@ def validate_company(company):
'allow_account_creation_against_child_company'])
if parent_company and (not allow_account_creation_against_child_company):
frappe.throw(_("""{0} is child company. Please import accounts in parent company
frappe.throw(_("""{0} is a child company. Please import accounts against parent company
or enable {1} in company master""").format(frappe.bold(company),
frappe.bold('Allow Account Creation Against Child Company')))
frappe.bold('Allow Account Creation Against Child Company')), title='Wrong Company')
if frappe.db.get_all('GL Entry', {"company": company}, "name", limit=1):
return False
@@ -102,7 +102,7 @@ def generate_data_from_excel(file_doc, extension, as_dict=False):
return data
@frappe.whitelist()
def get_coa(doctype, parent, file_type, is_root=False, file_name=None):
def get_coa(doctype, parent, is_root=False, file_name=None):
''' called by tree view (to fetch node's children) '''
file_doc, extension = get_file(file_name)
@@ -144,15 +144,18 @@ def build_forest(data):
# returns the path of any node in list format
def return_parent(data, child):
from frappe import _
for row in data:
account_name, parent_account = row[0:2]
if parent_account == account_name == child:
return [parent_account]
elif account_name == child:
parent_account_list = return_parent(data, parent_account)
if not parent_account_list and parent_account:
frappe.throw(_("The parent account {0} does not exists")
.format(parent_account))
if not parent_account_list:
frappe.throw(_("The parent account {0} does not exists in the uploaded template").format(
frappe.bold(parent_account)))
return [child] + parent_account_list
charts_map, paths = {}, []
@@ -228,7 +231,7 @@ def get_template(template_type):
writer.writerow(['', '', '', 1, '', root_type])
for account in get_mandatory_group_accounts():
writer.writerow(['', '', '', 1, account, 'Asset'])
writer.writerow(['', '', '', 1, account, "Asset"])
for account_type in get_mandatory_account_types():
writer.writerow(['', '', '', 0, account_type.get('account_type'), account_type.get('root_type')])
@@ -239,24 +242,23 @@ def get_template(template_type):
def get_sample_template(writer):
template = [
['Account Name', 'Parent Account', 'Account Number', 'Is Group', 'Account Type', 'Root Type'],
['Application Of Funds(Assets)', '', '', 1, '', 'Asset'],
['Sources Of Funds(Liabilities)', '', '', 1, '', 'Liability'],
['Equity', '', '', 1, '', 'Equity'],
['Expenses', '', '', 1, '', 'Expense'],
['Income', '', '', 1, '', 'Income'],
['Bank Accounts', 'Application Of Funds(Assets)', '', 1, 'Bank', 'Asset'],
['Cash In Hand', 'Application Of Funds(Assets)', '', 1, 'Cash', 'Asset'],
['Stock Assets', 'Application Of Funds(Assets)', '', 1, 'Stock', 'Asset'],
['Cost Of Goods Sold', 'Expenses', '', 0, 'Cost of Goods Sold', 'Expense'],
['Asset Depreciation', 'Expenses', '', 0, 'Depreciation', 'Expense'],
['Fixed Assets', 'Application Of Funds(Assets)', '', 0, 'Fixed Asset', 'Asset'],
['Accounts Payable', 'Sources Of Funds(Liabilities)', '', 0, 'Payable', 'Liability'],
['Accounts Receivable', 'Application Of Funds(Assets)', '', 1, 'Receivable', 'Asset'],
['Stock Expenses', 'Expenses', '', 0, 'Stock Adjustment', 'Expense'],
['Sample Bank', 'Bank Accounts', '', 0, 'Bank', 'Asset'],
['Cash', 'Cash In Hand', '', 0, 'Cash', 'Asset'],
['Stores', 'Stock Asset', '', 0, 'Stock', 'Asset'],
["Application Of Funds(Assets)", "", "", 1, "", "Asset"],
["Sources Of Funds(Liabilities)", "", "", 1, "", "Liability"],
["Equity", "", "", 1, "", "Equity"],
["Expenses", "", "", 1, "", "Expense"],
["Income", "", "", 1, "", "Income"],
["Bank Accounts", "Application Of Funds(Assets)", "", 1, "Bank", "Asset"],
["Cash In Hand", "Application Of Funds(Assets)", "", 1, "Cash", "Asset"],
["Stock Assets", "Application Of Funds(Assets)", "", 1, "Stock", "Asset"],
["Cost Of Goods Sold", "Expenses", "", 0, "Cost of Goods Sold", "Expense"],
["Asset Depreciation", "Expenses", "", 0, "Depreciation", "Expense"],
["Fixed Assets", "Application Of Funds(Assets)", "", 0, "Fixed Asset", "Asset"],
["Accounts Payable", "Sources Of Funds(Liabilities)", "", 0, "Payable", "Liability"],
["Accounts Receivable", "Application Of Funds(Assets)", "", 1, "Receivable", "Asset"],
["Stock Expenses", "Expenses", "", 0, "Stock Adjustment", "Expense"],
["Sample Bank", "Bank Accounts", "", 0, "Bank", "Asset"],
["Cash", "Cash In Hand", "", 0, "Cash", "Asset"],
["Stores", "Stock Assets", "", 0, "Stock", "Asset"],
]
for row in template: