fix: Tax Category not able to set hence it calculating zero tax for item whoes tax template set (#34525)
* fix: Tax Category not able to set hence it calculating zero tax for item whoes tax template set
* fix: minor change added
(cherry picked from commit 7aafc90d58)
Co-authored-by: Vishal Dhayagude <vishdha@users.noreply.github.com>
fix: don't get zero value entries for exchange rate calculation (#34475)
* fix: multiply None by float
* chore: remove debug
(cherry picked from commit 393bc25e2d)
Co-authored-by: Devin Slauenwhite <devin.slauenwhite@gmail.com>
fix: Party Name in SOA print when viewed from Customer/Supplier master (#34597)
fix: Party Name in SOA print when viewd from Customer/Supplier master
(cherry picked from commit 50c1172f29)
Co-authored-by: Deepesh Garg <deepeshgarg6@gmail.com>
1. 'Party type' and 'Party' filters have been added
2. checkbox to include Amount in Acccount Currency
3. Grouping vouchers on Party
4. Replaced Company with Posting Date
(cherry picked from commit f7780cdb58)
fix: Sales person variance report without item group (#34552)
fix: Sales person variance report witout item group
(cherry picked from commit 87108be11a)
Co-authored-by: Deepesh Garg <deepeshgarg6@gmail.com>
fix: POS not picking up pos profile company address instead fetch any random company address (#34521)
(cherry picked from commit 6966fa4d88)
Co-authored-by: Vishal Dhayagude <vishdha@users.noreply.github.com>
* fix: incorrect currency symbol in Bank Reconciliation tool
(cherry picked from commit 2d14d92b32)
* refactor: allow for concurrent use of reconciliation tool
1. set default filter dates a period of one month from current date
(cherry picked from commit 1eea585d29)
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Co-authored-by: ruthra kumar <ruthra@erpnext.com>
2 New test cases added.
1. Standalone Cr notes will be reported as normal Invoices
2. Cr notes against an Invoice will not overallocate qty if there are
multiple instances of same item
perf: index against_sales_invoice field on DN items (#34509)
This is used on Sales invoice dashboard and takes a lot of time to load
as db size increases.
Results:
Before: ~10-20 seconds to load dashboard
After: few milliseconds because of index
[skip ci]
(cherry picked from commit 109a9f1390)
Co-authored-by: Ankush Menat <ankush@frappe.io>
feat: bank reconciliation and plaid changes (#33986)
fix: plaid link refresh: update account ids
fix: plaid transactions for credit cards & add accounts on link refresh if they don't exist
fix: bank reconciliation amount matching
fix: bank reconciliation dialog usability
feat: rewrite bank transaction reconciliation to allow multiple transactions to reconcile against vouchers before clearance
fix: matching transaction amounts and race condition bug
fix: ensure there is a reference number in plaid transactions and other tweaks
feat: add references to Payroll Entry Bank Journal Entry
feat: only clear Voucher once all Bank GLEs are allocated to Bank Transactions
fix: strange type error
feat: add payment method field to bank and plaid transactions and prepopulate relevant bank reconciliation new voucher fields
feat: bank reconciliation - allow bank transactions to reconcile against themselves for when there are banking amendments
fix: bank transaction self-reconcile bug and tidy
fix: bank reconciliation datatable index update
Co-authored-by: Richard Case <110036763+casesolved-co-uk@users.noreply.github.com>
