fix: sync translations from crowdin

fix(crm): check write permission in edit_note

erpnext/accounts/doctype/bank_clearance/test_bank_clearance.py

@@ -4,29 +4,18 @@
 import frappe
 from frappe.utils import add_months, getdate
 
-from erpnext.accounts.doctype.cost_center.test_cost_center import create_cost_center
 from erpnext.accounts.doctype.mode_of_payment.test_mode_of_payment import (
 	set_default_account_for_mode_of_payment,
 )
 from erpnext.accounts.doctype.payment_entry.test_payment_entry import get_payment_entry
 from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
 from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
-from erpnext.stock.doctype.item.test_item import create_item
-from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
 from erpnext.tests.utils import ERPNextTestSuite, if_lending_app_installed, if_lending_app_not_installed
 
 
 class TestBankClearance(ERPNextTestSuite):
 	def setUp(self):
 		frappe.clear_cache()
-		create_warehouse(
-			warehouse_name="_Test Warehouse",
-			properties={"parent_warehouse": "All Warehouses - _TC"},
-			company="_Test Company",
-		)
-		create_item("_Test Item")
-		create_cost_center(cost_center_name="_Test Cost Center", company="_Test Company")
-
 		make_bank_account()
 		add_transactions()
 
@@ -139,11 +128,8 @@ def add_transactions():
 
 
 def make_payment_entry():
-	from erpnext.buying.doctype.supplier.test_supplier import create_supplier
-
-	supplier = create_supplier(supplier_name="_Test Supplier")
 	pi = make_purchase_invoice(
-		supplier=supplier.name,
+		supplier="_Test Supplier",
 		supplier_warehouse="_Test Warehouse - _TC",
 		expense_account="Cost of Goods Sold - _TC",
 		uom="Nos",
@@ -158,10 +144,6 @@ def make_payment_entry():
 
 
 def make_pos_sales_invoice():
-	from erpnext.accounts.doctype.opening_invoice_creation_tool.test_opening_invoice_creation_tool import (
-		make_customer,
-	)
-
 	mode_of_payment = frappe.get_doc({"doctype": "Mode of Payment", "name": "Cash"})
 
 	if not frappe.db.get_value("Mode of Payment Account", {"company": "_Test Company", "parent": "Cash"}):
@@ -170,13 +152,13 @@ def make_pos_sales_invoice():
 		)
 		mode_of_payment.save()
 
-	customer = make_customer(customer="_Test Customer")
-
 	mode_of_payment = frappe.get_doc("Mode of Payment", "Wire Transfer")
 
 	set_default_account_for_mode_of_payment(mode_of_payment, "_Test Company", "_Test Bank Clearance - _TC")
 
-	si = create_sales_invoice(customer=customer, item="_Test Item", is_pos=1, qty=1, rate=1000, do_not_save=1)
+	si = create_sales_invoice(
+		customer="_Test Customer", item="_Test Item", is_pos=1, qty=1, rate=1000, do_not_save=1
+	)
 	si.set("payments", [])
 	si.append("payments", {"mode_of_payment": "Wire Transfer", "amount": 1000})
 	si.insert()

erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py

@@ -23,8 +23,6 @@ from erpnext.tests.utils import ERPNextTestSuite, if_lending_app_installed
 
 class TestBankTransaction(ERPNextTestSuite):
 	def setUp(self):
-		make_pos_profile()
-
 		# generate and use a uniq hash identifier for 'Bank Account' and it's linked GL 'Account' to avoid validation error
 		uniq_identifier = frappe.generate_hash(length=10)
 		gl_account = create_gl_account("_Test Bank " + uniq_identifier)
@@ -32,6 +30,7 @@ class TestBankTransaction(ERPNextTestSuite):
 			gl_account=gl_account, bank_account_name="Checking Account " + uniq_identifier
 		)
 
+		make_pos_profile()
 		add_transactions(bank_account=bank_account)
 		add_vouchers(gl_account=gl_account)
 
@@ -47,7 +46,7 @@ class TestBankTransaction(ERPNextTestSuite):
 			from_date=bank_transaction.date,
 			to_date=utils.today(),
 		)
-		self.assertEqual(linked_payments[0]["party"], "Conrad Electronic")
+		self.assertIn("Conrad Electronic", [payment["party"] for payment in linked_payments])
 
 	# This test validates a simple reconciliation leading to the clearance of the bank transaction and the payment
 	def test_reconcile(self):

erpnext/accounts/doctype/dunning/dunning.js

@@ -234,8 +234,10 @@ frappe.ui.form.on("Dunning", {
 				dn: frm.doc.name,
 			},
 			callback: function (r) {
-				var doc = frappe.model.sync(r.message);
-				frappe.set_route("Form", doc[0].doctype, doc[0].name);
+				if (!r.exc) {
+					var doc = frappe.model.sync(r.message);
+					frappe.set_route("Form", doc[0].doctype, doc[0].name);
+				}
 			},
 		});
 	},

erpnext/accounts/doctype/finance_book/test_finance_book.py

@@ -31,11 +31,4 @@ class TestFinanceBook(ERPNextTestSuite):
 
 
 def create_finance_book():
-	if not frappe.db.exists("Finance Book", "_Test Finance Book"):
-		finance_book = frappe.get_doc(
-			{"doctype": "Finance Book", "finance_book_name": "_Test Finance Book"}
-		).insert()
-	else:
-		finance_book = frappe.get_doc("Finance Book", "_Test Finance Book")
-
-	return finance_book
+	return frappe.get_doc("Finance Book", "Test Finance Book 1")

erpnext/accounts/doctype/journal_entry/mapper.py

@@ -27,6 +27,7 @@ def get_payment_entry_against_order(
 ) -> dict | Document:
 	"""Build an advance-payment Journal Entry against an unbilled Sales/Purchase Order."""
 	ref_doc = frappe.get_doc(dt, dn)
+	ref_doc.check_permission()
 
 	if flt(ref_doc.per_billed, 2) > 0:
 		frappe.throw(_("Can only make payment against unbilled {0}").format(dt))
@@ -78,6 +79,8 @@ def get_payment_entry_against_invoice(
 ) -> dict | Document:
 	"""Build a payment Journal Entry against a Sales/Purchase Invoice's outstanding amount."""
 	ref_doc = frappe.get_doc(dt, dn)
+	ref_doc.check_permission()
+
 	if dt == "Sales Invoice":
 		party_type = "Customer"
 		party_account = get_party_account_based_on_invoice_discounting(dn) or ref_doc.debit_to
@@ -118,6 +121,8 @@ def get_payment_entry(ref_doc, args: dict) -> dict | Document:
 	Returns the Journal Entry document when `args["journal_entry"]` is truthy, otherwise its
 	dict (for client calls).
 	"""
+	frappe.has_permission("Journal Entry", ptype="create", throw=True)
+
 	je = frappe.new_doc("Journal Entry")
 	je.update({"voucher_type": "Bank Entry", "company": ref_doc.company, "remark": args.get("remarks")})
 

erpnext/accounts/doctype/journal_entry/test_journal_entry.py

@@ -318,9 +318,8 @@ class TestJournalEntry(ERPNextTestSuite):
 		)
 
 		# the guard must not disclose the reversal to a user who cannot read the entry
-		frappe.set_user("Guest")
-		self.addCleanup(frappe.set_user, "Administrator")
-		self.assertRaises(frappe.PermissionError, make_reverse_journal_entry, rjv.name)
+		with self.set_user("Guest"):
+			self.assertRaises(frappe.PermissionError, make_reverse_journal_entry, rjv.name)
 
 	def test_disallow_change_in_account_currency_for_a_party(self):
 		# create jv in USD

erpnext/accounts/doctype/payment_entry/payment_entry.py

@@ -2626,7 +2626,11 @@ def get_payment_entry(
 	reference_date: str | date | None = None,
 	created_from_payment_request: bool | None = None,
 ):
+	frappe.has_permission("Payment Entry", ptype="create", throw=True)
+
 	doc = frappe.get_doc(dt, dn)
+	doc.check_permission()
+
 	over_billing_allowance = frappe.get_single_value("Accounts Settings", "over_billing_allowance")
 	if dt in ("Sales Order", "Purchase Order") and flt(doc.per_billed, 2) >= (100.0 + over_billing_allowance):
 		frappe.throw(_("Can only make payment against unbilled {0}").format(_(dt)))

erpnext/accounts/doctype/payment_entry/test_payment_entry.py

@@ -789,7 +789,6 @@ class TestPaymentEntry(ERPNextTestSuite):
 			company="_Test Company",
 		)
 		frappe.db.set_value("Company", "_Test Company", "bank_charges_account", bank_charges_account)
-		self.addCleanup(frappe.db.set_value, "Company", "_Test Company", "bank_charges_account", "")
 
 		pe = frappe.new_doc("Payment Entry")
 		pe.payment_type = "Internal Transfer"
@@ -834,7 +833,6 @@ class TestPaymentEntry(ERPNextTestSuite):
 			company="_Test Company",
 		)
 		frappe.db.set_value("Company", "_Test Company", "bank_charges_account", bank_charges_account)
-		self.addCleanup(frappe.db.set_value, "Company", "_Test Company", "bank_charges_account", "")
 
 		pe = frappe.new_doc("Payment Entry")
 		pe.payment_type = "Internal Transfer"
@@ -1109,8 +1107,6 @@ class TestPaymentEntry(ERPNextTestSuite):
 		)
 		frappe.db.set_value("Company", "_Test Company", "exchange_gain_account", gain_account)
 		frappe.db.set_value("Company", "_Test Company", "exchange_loss_account", loss_account)
-		self.addCleanup(frappe.db.set_value, "Company", "_Test Company", "exchange_gain_account", "")
-		self.addCleanup(frappe.db.set_value, "Company", "_Test Company", "exchange_loss_account", "")
 
 		si_gain = create_sales_invoice(
 			customer="_Test Customer USD",

erpnext/accounts/doctype/payment_reconciliation/test_payment_reconciliation.py

@@ -201,8 +201,6 @@ class TestPaymentReconciliation(ERPNextTestSuite):
 		)
 		frappe.db.set_value("Company", self.company, "exchange_gain_account", gain_account)
 		frappe.db.set_value("Company", self.company, "exchange_loss_account", loss_account)
-		self.addCleanup(frappe.db.set_value, "Company", self.company, "exchange_gain_account", "")
-		self.addCleanup(frappe.db.set_value, "Company", self.company, "exchange_loss_account", "")
 		return gain_account, loss_account
 
 	def create_foreign_currency_sales_invoice(self, conversion_rate):
@@ -1331,15 +1329,6 @@ class TestPaymentReconciliation(ERPNextTestSuite):
 		test_user = "test@example.com"
 		permitted_ccs = ["_Test Cost Center - _TC", "_Test Cost Center 2 - _TC"]
 		restricted_cc = "_Test Write Off Cost Center - _TC"
-		existing_apply_strict_user_permissions = cint(
-			frappe.db.get_single_value("System Settings", "apply_strict_user_permissions")
-		)
-		self.addCleanup(
-			frappe.db.set_single_value,
-			"System Settings",
-			"apply_strict_user_permissions",
-			existing_apply_strict_user_permissions,
-		)
 		transaction_date = nowdate()
 		rate = 100
 

erpnext/accounts/doctype/payment_request/test_payment_request.py

@@ -29,6 +29,9 @@ from erpnext.stock.doctype.item.test_item import make_item
 from erpnext.tests.utils import ERPNextTestSuite
 
 PAYMENT_URL = "https://example.com/payment"
+SEND_EMAIL_MOCK = MagicMock(return_value=None)
+GET_PAYMENT_URL_MOCK = MagicMock(return_value=PAYMENT_URL)
+GET_PAYMENT_GATEWAY_CONTROLLER_MOCK = MagicMock()
 
 payment_gateways = [
 	{"doctype": "Payment Gateway", "gateway": "_Test Gateway"},
@@ -71,6 +74,18 @@ payment_method = [
 ]
 
 
+@patch(
+	"erpnext.accounts.doctype.payment_request.payment_request.PaymentRequest.send_email",
+	new=SEND_EMAIL_MOCK,
+)
+@patch(
+	"erpnext.accounts.doctype.payment_request.payment_request.PaymentRequest.get_payment_url",
+	new=GET_PAYMENT_URL_MOCK,
+)
+@patch(
+	"erpnext.accounts.doctype.payment_request.payment_request._get_payment_gateway_controller",
+	new=GET_PAYMENT_GATEWAY_CONTROLLER_MOCK,
+)
 class TestPaymentRequest(ERPNextTestSuite):
 	def setUp(self):
 		for payment_gateway in payment_gateways:
@@ -89,24 +104,11 @@ class TestPaymentRequest(ERPNextTestSuite):
 			):
 				frappe.get_doc(method).insert(ignore_permissions=True)
 
-		send_email = patch(
-			"erpnext.accounts.doctype.payment_request.payment_request.PaymentRequest.send_email",
-			return_value=None,
-		)
-		self.send_email = send_email.start()
-		self.addCleanup(send_email.stop)
-		get_payment_url = patch(
-			# this also shadows one (1) call to _get_payment_gateway_controller
-			"erpnext.accounts.doctype.payment_request.payment_request.PaymentRequest.get_payment_url",
-			return_value=PAYMENT_URL,
-		)
-		self.get_payment_url = get_payment_url.start()
-		self.addCleanup(get_payment_url.stop)
-		_get_payment_gateway_controller = patch(
-			"erpnext.accounts.doctype.payment_request.payment_request._get_payment_gateway_controller",
-		)
-		self._get_payment_gateway_controller = _get_payment_gateway_controller.start()
-		self.addCleanup(_get_payment_gateway_controller.stop)
+		for mock in (SEND_EMAIL_MOCK, GET_PAYMENT_URL_MOCK, GET_PAYMENT_GATEWAY_CONTROLLER_MOCK):
+			mock.reset_mock()
+		self.send_email = SEND_EMAIL_MOCK
+		self.get_payment_url = GET_PAYMENT_URL_MOCK
+		self._get_payment_gateway_controller = GET_PAYMENT_GATEWAY_CONTROLLER_MOCK
 
 	def test_payment_request_linkings(self):
 		so_inr = make_sales_order(currency="INR", do_not_save=True)

erpnext/accounts/doctype/pos_closing_entry/test_pos_closing_entry.py

@@ -21,13 +21,12 @@ from erpnext.tests.utils import ERPNextTestSuite
 
 class TestPOSClosingEntry(ERPNextTestSuite):
 	def setUp(self):
-		init_user_and_profile()
+		self.test_user, self.pos_profile = init_user_and_profile()
 		make_stock_entry(target="_Test Warehouse - _TC", qty=2, basic_rate=100)
 		frappe.db.set_single_value("POS Settings", "invoice_type", "POS Invoice")
 
 	def test_pos_closing_entry(self):
-		test_user, pos_profile = init_user_and_profile()
-		opening_entry = create_opening_entry(pos_profile, test_user.name)
+		opening_entry = create_opening_entry(self.pos_profile, self.test_user.name)
 
 		pos_inv1 = create_pos_invoice(rate=3500, do_not_submit=1)
 		pos_inv1.append("payments", {"mode_of_payment": "Cash", "account": "Cash - _TC", "amount": 3500})
@@ -59,8 +58,7 @@ class TestPOSClosingEntry(ERPNextTestSuite):
 		"""
 		Test if POS Closing Entry is created without item code
 		"""
-		test_user, pos_profile = init_user_and_profile()
-		opening_entry = create_opening_entry(pos_profile, test_user.name)
+		opening_entry = create_opening_entry(self.pos_profile, self.test_user.name)
 
 		pos_inv = create_pos_invoice(rate=3500, do_not_submit=1, item_name="Test Item", without_item_code=1)
 		pos_inv.append("payments", {"mode_of_payment": "Cash", "account": "Cash - _TC", "amount": 3500})
@@ -79,10 +77,9 @@ class TestPOSClosingEntry(ERPNextTestSuite):
 		"""
 		from erpnext.accounts.doctype.pos_invoice.pos_invoice import make_sales_return
 
-		test_user, pos_profile = init_user_and_profile()
-		opening_entry = create_opening_entry(pos_profile, test_user.name)
+		opening_entry = create_opening_entry(self.pos_profile, self.test_user.name)
 
-		test_item_qty = get_test_item_qty(pos_profile)
+		test_item_qty = get_test_item_qty(self.pos_profile)
 
 		pos_inv1 = create_pos_invoice(rate=3500, do_not_submit=1)
 		pos_inv1.append("payments", {"mode_of_payment": "Cash", "account": "Cash - _TC", "amount": 3500})
@@ -104,13 +101,11 @@ class TestPOSClosingEntry(ERPNextTestSuite):
 		pcv_doc.flags.in_test = True
 		pcv_doc.submit()
 
-		opening_entry = create_opening_entry(pos_profile, test_user.name)
-		test_item_qty_after_sales = get_test_item_qty(pos_profile)
+		test_item_qty_after_sales = get_test_item_qty(self.pos_profile)
 		self.assertEqual(test_item_qty_after_sales, test_item_qty - 1)
 
 	def test_cancelling_of_pos_closing_entry(self):
-		test_user, pos_profile = init_user_and_profile()
-		opening_entry = create_opening_entry(pos_profile, test_user.name)
+		opening_entry = create_opening_entry(self.pos_profile, self.test_user.name)
 
 		pos_inv1 = create_pos_invoice(rate=3500, do_not_submit=1)
 		pos_inv1.append("payments", {"mode_of_payment": "Cash", "account": "Cash - _TC", "amount": 3500})
@@ -169,9 +164,7 @@ class TestPOSClosingEntry(ERPNextTestSuite):
 		pos_profile.insert()
 		self.assertTrue(frappe.db.exists("POS Profile", pos_profile.name))
 
-		test_user = init_user_and_profile(do_not_create_pos_profile=1)
-
-		opening_entry = create_opening_entry(pos_profile, test_user.name)
+		opening_entry = create_opening_entry(pos_profile, self.test_user.name)
 		pos_inv1 = create_pos_invoice(rate=350, do_not_submit=1, pos_profile=pos_profile.name)
 		pos_inv1.append("payments", {"mode_of_payment": "Cash", "account": "Cash - _TC", "amount": 3500})
 		pos_inv1.save()
@@ -195,9 +188,6 @@ class TestPOSClosingEntry(ERPNextTestSuite):
 
 	def test_merging_into_sales_invoice_for_batched_item(self):
 		frappe.flags.print_message = False
-		from erpnext.accounts.doctype.pos_closing_entry.test_pos_closing_entry import (
-			init_user_and_profile,
-		)
 		from erpnext.stock.doctype.batch.batch import get_batch_qty
 
 		item_doc = make_item(
@@ -220,8 +210,7 @@ class TestPOSClosingEntry(ERPNextTestSuite):
 		)
 		batch_no = get_batch_from_bundle(se.items[0].serial_and_batch_bundle)
 
-		test_user, pos_profile = init_user_and_profile()
-		opening_entry = create_opening_entry(pos_profile, test_user.name)
+		opening_entry = create_opening_entry(self.pos_profile, self.test_user.name)
 
 		pos_inv = create_pos_invoice(
 			item_code=item_code,
@@ -291,18 +280,17 @@ class TestPOSClosingEntry(ERPNextTestSuite):
 
 	@ERPNextTestSuite.change_settings("POS Settings", {"invoice_type": "Sales Invoice"})
 	def test_closing_entries_with_sales_invoice(self):
-		test_user, pos_profile = init_user_and_profile()
-		opening_entry = create_opening_entry(pos_profile, test_user.name)
+		opening_entry = create_opening_entry(self.pos_profile, self.test_user.name)
 
 		pos_si = create_sales_invoice(
-			qty=10, is_created_using_pos=1, pos_profile=pos_profile.name, do_not_save=1
+			qty=10, is_created_using_pos=1, pos_profile=self.pos_profile.name, do_not_save=1
 		)
 		pos_si.append("payments", {"mode_of_payment": "Cash", "account": "Cash - _TC", "amount": 1000})
 		pos_si.save()
 		pos_si.submit()
 
 		pos_si2 = create_sales_invoice(
-			qty=5, is_created_using_pos=1, pos_profile=pos_profile.name, do_not_save=11
+			qty=5, is_created_using_pos=1, pos_profile=self.pos_profile.name, do_not_save=11
 		)
 		pos_si2.append("payments", {"mode_of_payment": "Cash", "account": "Cash - _TC", "amount": 1000})
 		pos_si2.save()
@@ -332,12 +320,10 @@ class TestPOSClosingEntry(ERPNextTestSuite):
 		"""
 		from erpnext.accounts.doctype.sales_invoice.mapper import make_sales_return
 
-		test_user, pos_profile = init_user_and_profile()
-
 		with self.change_settings("POS Settings", {"invoice_type": "Sales Invoice"}):
-			opening_entry1 = create_opening_entry(pos_profile, test_user.name)
+			opening_entry1 = create_opening_entry(self.pos_profile, self.test_user.name)
 
-			pos_si1, pos_si2 = create_multiple_sales_invoices(pos_profile)
+			pos_si1, pos_si2 = create_multiple_sales_invoices(self.pos_profile)
 
 			pos_inv = create_pos_invoice(rate=100, do_not_save=1)
 			pos_inv.append("payments", {"mode_of_payment": "Cash", "account": "Cash - _TC", "amount": 100})
@@ -357,13 +343,13 @@ class TestPOSClosingEntry(ERPNextTestSuite):
 			self.assertEqual(pos_si2.pos_closing_entry, pcv_doc1.name)
 
 		with self.change_settings("POS Settings", {"invoice_type": "POS Invoice"}):
-			opening_entry2 = create_opening_entry(pos_profile, test_user.name)
+			opening_entry2 = create_opening_entry(self.pos_profile, self.test_user.name)
 
-			pos_inv1, pos_inv2 = create_multiple_pos_invoices(pos_profile)
+			pos_inv1, pos_inv2 = create_multiple_pos_invoices(self.pos_profile)
 
 			# Trying to create Sales Invoice when invoice_type is set to POS Invoice.
 			pos_si3 = create_sales_invoice(
-				qty=1, is_created_using_pos=1, pos_profile=pos_profile.name, do_not_save=1
+				qty=1, is_created_using_pos=1, pos_profile=self.pos_profile.name, do_not_save=1
 			)
 			pos_si3.append("payments", {"mode_of_payment": "Cash", "account": "Cash - _TC", "amount": 100})
 			self.assertRaises(frappe.ValidationError, pos_si3.save)
@@ -394,16 +380,14 @@ class TestPOSClosingEntry(ERPNextTestSuite):
 		"""
 		from erpnext.accounts.doctype.pos_invoice.pos_invoice import make_sales_return
 
-		test_user, pos_profile = init_user_and_profile()
-
 		with self.change_settings("POS Settings", {"invoice_type": "POS Invoice"}):
-			opening_entry1 = create_opening_entry(pos_profile, test_user.name)
+			opening_entry1 = create_opening_entry(self.pos_profile, self.test_user.name)
 
-			pos_inv1, pos_inv2 = create_multiple_pos_invoices(pos_profile)
+			pos_inv1, pos_inv2 = create_multiple_pos_invoices(self.pos_profile)
 
 			# Trying to create Sales Invoice when invoice_type is set to POS Invoice.
 			pos_sinv = create_sales_invoice(
-				qty=1, is_created_using_pos=1, pos_profile=pos_profile.name, do_not_save=1
+				qty=1, is_created_using_pos=1, pos_profile=self.pos_profile.name, do_not_save=1
 			)
 			pos_sinv.append("payments", {"mode_of_payment": "Cash", "account": "Cash - _TC", "amount": 100})
 			self.assertRaises(frappe.ValidationError, pos_sinv.save)
@@ -421,9 +405,9 @@ class TestPOSClosingEntry(ERPNextTestSuite):
 			self.assertEqual(pcv_doc1.grand_total, 300)
 
 		with self.change_settings("POS Settings", {"invoice_type": "Sales Invoice"}):
-			opening_entry2 = create_opening_entry(pos_profile, test_user.name)
+			opening_entry2 = create_opening_entry(self.pos_profile, self.test_user.name)
 
-			pos_si1, pos_si2 = create_multiple_sales_invoices(pos_profile)
+			pos_si1, pos_si2 = create_multiple_sales_invoices(self.pos_profile)
 
 			pos_inv3 = create_pos_invoice(rate=100, do_not_save=1)
 			pos_inv3.append("payments", {"mode_of_payment": "Cash", "account": "Cash - _TC", "amount": 100})

erpnext/accounts/doctype/pos_invoice/test_pos_invoice.py

@@ -4,6 +4,7 @@ import copy
 
 import frappe
 from frappe import _
+from frappe.utils import add_to_date
 
 from erpnext.accounts.doctype.mode_of_payment.test_mode_of_payment import (
 	set_default_account_for_mode_of_payment,
@@ -53,14 +54,14 @@ class TestPOSInvoice(POSInvoiceTestMixin):
 
 		w2 = frappe.get_doc(w.doctype, w.name)
 
-		import time
-
-		time.sleep(1)
 		w.save()
-
-		import time
-
-		time.sleep(1)
+		frappe.db.set_value(
+			w.doctype,
+			w.name,
+			"modified",
+			add_to_date(w.modified, seconds=1),
+			update_modified=False,
+		)
 		self.assertRaises(frappe.TimestampMismatchError, w2.save)
 
 	def test_change_naming_series(self):
@@ -902,9 +903,6 @@ class TestPOSInvoice(POSInvoiceTestMixin):
 		self.assertEqual(pos_inv.items[0].rate, 300)
 
 	def test_delivered_serial_no_case(self):
-		from erpnext.accounts.doctype.pos_invoice_merge_log.test_pos_invoice_merge_log import (
-			init_user_and_profile,
-		)
 		from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note
 		from erpnext.stock.doctype.stock_entry.test_stock_entry import make_serialized_item
 
@@ -916,8 +914,6 @@ class TestPOSInvoice(POSInvoiceTestMixin):
 
 		self.assertEqual(serial_no, delivered_serial_no)
 
-		init_user_and_profile()
-
 		pos_inv = create_pos_invoice(
 			item_code="_Test Serialized Item With Series",
 			serial_no=[serial_no],
@@ -931,13 +927,9 @@ class TestPOSInvoice(POSInvoiceTestMixin):
 
 	def test_bundle_stock_availability_validation(self):
 		from erpnext.accounts.doctype.pos_invoice.pos_invoice import ProductBundleStockValidationError
-		from erpnext.accounts.doctype.pos_invoice_merge_log.test_pos_invoice_merge_log import (
-			init_user_and_profile,
-		)
 		from erpnext.selling.doctype.product_bundle.test_product_bundle import make_product_bundle
 		from erpnext.stock.doctype.item.test_item import create_item
-
-		init_user_and_profile()
+		from erpnext.stock.utils import get_stock_balance
 
 		frappe.set_user("Administrator")
 
@@ -959,9 +951,18 @@ class TestPOSInvoice(POSInvoiceTestMixin):
 				is_stock_item=1,
 			)
 
-		# Add initial stock: SubA=5, SubB=2
-		make_stock_entry(item_code=sub_item_a, target=warehouse, qty=5, company=company)
-		make_stock_entry(item_code=sub_item_b, target=warehouse, qty=2, company=company)
+		# Set initial stock to SubA=5 and SubB=2, even when this test is rerun on the same site.
+		for item_code, target_qty in ((sub_item_a, 5), (sub_item_b, 2)):
+			balance = get_stock_balance(item_code, warehouse)
+			difference = target_qty - balance
+			if difference:
+				make_stock_entry(
+					item_code=item_code,
+					to_warehouse=warehouse if difference > 0 else None,
+					from_warehouse=warehouse if difference < 0 else None,
+					qty=abs(difference),
+					company=company,
+				)
 
 		# Create Product Bundle: Test Bundle (SubA x2 + SubB x1)
 		bundle_item = "_Test Bundle"
@@ -1010,16 +1011,19 @@ class TestPOSInvoice(POSInvoiceTestMixin):
 
 def create_pos_invoice(**args):
 	args = frappe._dict(args)
-	pos_profile = None
-	if not args.pos_profile:
-		pos_profile = make_pos_profile()
-		pos_profile.save()
+	pos_profile_name = args.pos_profile
+	if not pos_profile_name:
+		pos_profile_name = frappe.db.exists("POS Profile", "_Test POS Profile")
+		if not pos_profile_name:
+			pos_profile = make_pos_profile()
+			pos_profile.save()
+			pos_profile_name = pos_profile.name
 
 	pos_inv = frappe.new_doc("POS Invoice")
 	pos_inv.update(args)
 	pos_inv.update_stock = 1
 	pos_inv.is_pos = 1
-	pos_inv.pos_profile = args.pos_profile or pos_profile.name
+	pos_inv.pos_profile = pos_profile_name
 
 	if args.posting_date:
 		pos_inv.set_posting_time = 1

erpnext/accounts/doctype/pos_invoice/test_pos_invoice_merge.py

@@ -26,14 +26,10 @@ class TestPOSInvoiceMerging(POSInvoiceTestMixin):
 		from erpnext.accounts.doctype.pos_closing_entry.pos_closing_entry import (
 			make_closing_entry_from_opening,
 		)
-		from erpnext.accounts.doctype.pos_closing_entry.test_pos_closing_entry import (
-			init_user_and_profile,
-		)
 		from erpnext.accounts.doctype.pos_invoice_merge_log.pos_invoice_merge_log import (
 			consolidate_pos_invoices,
 		)
 
-		test_user, pos_profile = init_user_and_profile()
 		pos_inv = create_pos_invoice(rate=300, additional_discount_percentage=10, do_not_submit=1)
 		pos_inv.append("payments", {"mode_of_payment": "Cash", "amount": 270})
 		pos_inv.save()
@@ -55,14 +51,10 @@ class TestPOSInvoiceMerging(POSInvoiceTestMixin):
 		from erpnext.accounts.doctype.pos_closing_entry.pos_closing_entry import (
 			make_closing_entry_from_opening,
 		)
-		from erpnext.accounts.doctype.pos_closing_entry.test_pos_closing_entry import (
-			init_user_and_profile,
-		)
 		from erpnext.accounts.doctype.pos_invoice_merge_log.pos_invoice_merge_log import (
 			consolidate_pos_invoices,
 		)
 
-		test_user, pos_profile = init_user_and_profile()
 		pos_inv = create_pos_invoice(rate=300, do_not_submit=1)
 		pos_inv.append("payments", {"mode_of_payment": "Cash", "amount": 300})
 		pos_inv.append(
@@ -107,9 +99,6 @@ class TestPOSInvoiceMerging(POSInvoiceTestMixin):
 		from erpnext.accounts.doctype.pos_closing_entry.pos_closing_entry import (
 			make_closing_entry_from_opening,
 		)
-		from erpnext.accounts.doctype.pos_closing_entry.test_pos_closing_entry import (
-			init_user_and_profile,
-		)
 		from erpnext.accounts.doctype.pos_invoice_merge_log.pos_invoice_merge_log import (
 			consolidate_pos_invoices,
 		)
@@ -121,7 +110,6 @@ class TestPOSInvoiceMerging(POSInvoiceTestMixin):
 		make_item(item, {"is_stock_item": 1})
 		make_purchase_receipt(item_code=item, warehouse="_Test Warehouse - _TC", qty=1, rate=300)
 
-		test_user, pos_profile = init_user_and_profile()
 		pos_inv = create_pos_invoice(item=item, rate=300, do_not_submit=1)
 		pos_inv.append("payments", {"mode_of_payment": "Cash", "amount": 300})
 		pos_inv.append(

erpnext/accounts/doctype/pos_profile/pos_profile.py

@@ -289,6 +289,11 @@ def pos_profile_query(doctype: str, txt: str, searchfield: str, start: int, page
 	user = frappe.session["user"]
 	company = filters.get("company") or frappe.defaults.get_user_default("company")
 
+	allowed_pos_profiles = frappe.get_list("POS Profile", pluck="name")
+
+	if not allowed_pos_profiles:
+		return {}
+
 	pf = frappe.qb.DocType("POS Profile")
 	pfu = frappe.qb.DocType("POS Profile User")
 
@@ -298,6 +303,7 @@ def pos_profile_query(doctype: str, txt: str, searchfield: str, start: int, page
 		.on(pfu.parent == pf.name)
 		.select(pf.name)
 		.where((pfu.user == user) & (pf.company == company) & pf.name.like(f"%{txt}%") & (pf.disabled == 0))
+		.where(pf.name.isin(allowed_pos_profiles))
 		.limit(page_len)
 		.offset(start)
 		.run()
@@ -314,6 +320,7 @@ def pos_profile_query(doctype: str, txt: str, searchfield: str, start: int, page
 				& (pf.company == company)
 				& pf.name.like(f"%{txt}%")
 				& (pf.disabled == 0)
+				& (pf.name.isin(allowed_pos_profiles))
 			)
 			.run()
 		)

erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py

@@ -578,17 +578,7 @@ class TestPurchaseInvoice(ERPNextTestSuite, StockTestMixin):
 			make_purchase_invoice as create_purchase_invoice,
 		)
 
-		original_value = frappe.db.get_single_value(
-			"Buying Settings", "set_landed_cost_based_on_purchase_invoice_rate"
-		)
-
 		frappe.db.set_single_value("Buying Settings", "set_landed_cost_based_on_purchase_invoice_rate", 0)
-		self.addCleanup(
-			frappe.db.set_single_value,
-			"Buying Settings",
-			"set_landed_cost_based_on_purchase_invoice_rate",
-			original_value,
-		)
 
 		pr = make_purchase_receipt(
 			company="_Test Company with perpetual inventory",
@@ -616,16 +606,7 @@ class TestPurchaseInvoice(ERPNextTestSuite, StockTestMixin):
 			make_purchase_invoice as create_purchase_invoice,
 		)
 
-		original_value = frappe.db.get_single_value(
-			"Buying Settings", "set_landed_cost_based_on_purchase_invoice_rate"
-		)
 		frappe.db.set_single_value("Buying Settings", "set_landed_cost_based_on_purchase_invoice_rate", 0)
-		self.addCleanup(
-			frappe.db.set_single_value,
-			"Buying Settings",
-			"set_landed_cost_based_on_purchase_invoice_rate",
-			original_value,
-		)
 
 		pr = frappe.new_doc("Purchase Receipt")
 		pr.currency = "USD"
@@ -3545,7 +3526,6 @@ def make_purchase_invoice_against_cost_center(**args):
 
 def setup_provisional_accounting(**args):
 	args = frappe._dict(args)
-	create_item("_Test Non Stock Item", is_stock_item=0)
 	company = args.company or "_Test Company"
 	provisional_account = create_account(
 		account_name=args.account_name or "Provision Account",

erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py

@@ -7,7 +7,7 @@ import json
 import frappe
 from frappe import qb
 from frappe.model.dynamic_links import get_dynamic_link_map
-from frappe.utils import add_days, cint, flt, format_date, getdate, nowdate, today
+from frappe.utils import add_days, add_to_date, cint, flt, format_date, getdate, nowdate, today
 
 import erpnext
 from erpnext.accounts.doctype.account.test_account import create_account, get_inventory_account
@@ -129,14 +129,14 @@ class TestSalesInvoice(ERPNextTestSuite):
 
 		w2 = frappe.get_doc(w.doctype, w.name)
 
-		import time
-
-		time.sleep(1)
 		w.save()
-
-		import time
-
-		time.sleep(1)
+		frappe.db.set_value(
+			w.doctype,
+			w.name,
+			"modified",
+			add_to_date(w.modified, seconds=1),
+			update_modified=False,
+		)
 		self.assertRaises(frappe.TimestampMismatchError, w2.save)
 
 	def test_sales_invoice_change_naming_series(self):
@@ -3817,25 +3817,12 @@ class TestSalesInvoice(ERPNextTestSuite):
 		# enable common party accounting
 		frappe.db.set_single_value("Accounts Settings", "enable_common_party_accounting", 1)
 
-		# create a dimension and make it mandatory
-		if not frappe.get_all("Accounting Dimension", filters={"document_type": "Department"}):
-			dim = frappe.get_doc(
-				{
-					"doctype": "Accounting Dimension",
-					"document_type": "Department",
-					"dimension_defaults": [{"company": "_Test Company", "mandatory_for_bs": True}],
-				}
-			)
-			dim.save()
-		else:
-			dim = frappe.get_doc(
-				"Accounting Dimension",
-				frappe.get_all("Accounting Dimension", filters={"document_type": "Department"})[0],
-			)
-			dim.disabled = False
-			dim.dimension_defaults = []
-			dim.append("dimension_defaults", {"company": "_Test Company", "mandatory_for_bs": True})
-			dim.save()
+		# make the shared department dimension mandatory
+		dim = frappe.get_doc("Accounting Dimension", {"document_type": "Department"})
+		dim.disabled = False
+		dim.dimension_defaults = []
+		dim.append("dimension_defaults", {"company": "_Test Company", "mandatory_for_bs": True})
+		dim.save()
 
 		# create a sales invoice
 		si = create_sales_invoice(
@@ -5789,12 +5776,6 @@ def create_internal_parties():
 		allowed_to_interact_with="Wind Power LLC",
 	)
 
-	create_internal_customer(
-		customer_name="_Test Internal Customer 2",
-		represents_company="_Test Company with perpetual inventory",
-		allowed_to_interact_with="_Test Company with perpetual inventory",
-	)
-
 	create_internal_customer(
 		customer_name="_Test Internal Customer 3",
 		represents_company="_Test Company",
@@ -5815,12 +5796,6 @@ def create_internal_parties():
 		allowed_to_interact_with="_Test Company 1",
 	)
 
-	create_internal_supplier(
-		supplier_name="_Test Internal Supplier 2",
-		represents_company="_Test Company with perpetual inventory",
-		allowed_to_interact_with="_Test Company with perpetual inventory",
-	)
-
 	create_internal_supplier(
 		supplier_name="_Test Internal Customer 3",
 		represents_company="_Test Company",

erpnext/accounts/doctype/subscription/test_subscription.py

@@ -1,6 +1,7 @@
 # Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
 
+from unittest.mock import patch
 
 import frappe
 from frappe.utils.data import (
@@ -658,23 +659,15 @@ class TestSubscription(ERPNextTestSuite):
 		sub2 = create_subscription(start_date="2018-01-02")
 
 		processed = []
-		original_process = Subscription.process
-		original_rollback = frappe.db.rollback
 
 		def patched(self, posting_date=None):
 			processed.append(self.name)
 			if self.name == sub1.name:
 				raise frappe.ValidationError("forced failure")
 
-		Subscription.process = patched
-		# process_all calls frappe.db.rollback() on error which would otherwise wipe
-		# the test transaction; stub it so we can observe the iteration in isolation.
-		frappe.db.rollback = lambda *a, **kw: None
-		try:
+		# Stub transaction recovery so the test can observe the complete iteration in isolation.
+		with patch.object(Subscription, "process", patched), patch.object(frappe.db, "rollback"):
 			process_all([sub1.name, sub2.name])
-		finally:
-			Subscription.process = original_process
-			frappe.db.rollback = original_rollback
 
 		self.assertEqual(processed, [sub1.name, sub2.name])
 
@@ -1073,12 +1066,6 @@ def create_plan(**kwargs):
 
 
 def create_parties():
-	if not frappe.db.exists("Supplier", "_Test Supplier"):
-		supplier = frappe.new_doc("Supplier")
-		supplier.supplier_name = "_Test Supplier"
-		supplier.supplier_group = "All Supplier Groups"
-		supplier.insert()
-
 	if not frappe.db.exists("Customer", "_Test Subscription Customer"):
 		customer = frappe.new_doc("Customer")
 		customer.customer_name = "_Test Subscription Customer"

erpnext/accounts/doctype/tax_rule/test_tax_rule.py

@@ -63,25 +63,6 @@ class TestTaxRule(ERPNextTestSuite):
 
 	def test_for_parent_supplier_group(self):
 		purchase_template = "_Test Purchase Taxes and Charges Template - _TC"
-		if not frappe.db.exists("Purchase Taxes and Charges Template", purchase_template):
-			frappe.get_doc(
-				{
-					"doctype": "Purchase Taxes and Charges Template",
-					"title": "_Test Purchase Taxes and Charges Template",
-					"company": "_Test Company",
-					"taxes": [
-						{
-							"account_head": "_Test Account VAT - _TC",
-							"charge_type": "On Net Total",
-							"description": "VAT",
-							"doctype": "Purchase Taxes and Charges",
-							"cost_center": "Main - _TC",
-							"rate": 6,
-						}
-					],
-				}
-			).insert()
-
 		make_tax_rule(
 			supplier_group="All Supplier Groups",
 			tax_type="Purchase",

erpnext/accounts/report/accounts_receivable/test_accounts_receivable.py

@@ -869,9 +869,7 @@ class TestAccountsReceivable(ERPNextTestSuite, AccountsTestMixin):
 		self.assertEqual(rows_b[0].future_amount, 50.0)
 
 	def test_sales_person(self):
-		sales_person = frappe.get_doc(
-			{"doctype": "Sales Person", "sales_person_name": "John Clark", "enabled": True}
-		).insert()
+		sales_person = frappe.get_doc("Sales Person", "_Test Sales Person")
 		si = self.create_sales_invoice(do_not_submit=True)
 		si.append("sales_team", {"sales_person": sales_person.name, "allocated_percentage": 100})
 		si.save().submit()
@@ -1494,17 +1492,8 @@ class TestAccountsReceivable(ERPNextTestSuite, AccountsTestMixin):
 
 	def test_receivable_filtered_by_sales_partner(self):
 		frappe.set_user("Administrator")
-		partner_a, partner_b = "_Test AR Sales Partner A", "_Test AR Sales Partner B"
-		for partner in (partner_a, partner_b):
-			if not frappe.db.exists("Sales Partner", partner):
-				frappe.get_doc(
-					{
-						"doctype": "Sales Partner",
-						"partner_name": partner,
-						"commission_rate": 0,
-						"territory": "All Territories",
-					}
-				).insert()
+		partner_a = "_Test Sales Partner India - 1"
+		partner_b = "_Test Sales Partner India - 2"
 
 		def _si(sales_partner):
 			si = self.create_sales_invoice(no_payment_schedule=True, do_not_submit=True, qty=2)

erpnext/accounts/report/accounts_receivable_summary/test_accounts_receivable_summary.py

@@ -193,16 +193,7 @@ class TestAccountsReceivable(ERPNextTestSuite, AccountsTestMixin):
 		self.assertEqual(len(rpt_output), 0)
 
 	def test_03_summary_sales_partner_column(self):
-		partner = "_Test AR Summary Sales Partner"
-		if not frappe.db.exists("Sales Partner", partner):
-			frappe.get_doc(
-				{
-					"doctype": "Sales Partner",
-					"partner_name": partner,
-					"commission_rate": 0,
-					"territory": "All Territories",
-				}
-			).insert()
+		partner = "_Test Sales Partner India - 1"
 
 		si = create_sales_invoice(
 			item=self.item,

erpnext/accounts/report/general_ledger/test_general_ledger.py

@@ -21,10 +21,8 @@ class TestGeneralLedger(ERPNextTestSuite):
 		from frappe.utils import today
 
 		frappe.db.set_single_value("Accounts Settings", "general_ledger_remarks_length", 50)
-		self.addCleanup(frappe.db.set_single_value, "Accounts Settings", "general_ledger_remarks_length", 0)
 
-		si = create_sales_invoice(company=self.company)
-		self.addCleanup(self._cancel_and_delete, "Sales Invoice", si.name)
+		create_sales_invoice(company=self.company)
 
 		columns, data = execute(
 			frappe._dict(
@@ -42,15 +40,6 @@ class TestGeneralLedger(ERPNextTestSuite):
 		self.assertTrue(data)
 		self.assertTrue(any("remarks" in row for row in data))
 
-	@staticmethod
-	def _cancel_and_delete(doctype, name):
-		if not frappe.db.exists(doctype, name):
-			return
-		doc = frappe.get_doc(doctype, name)
-		if doc.docstatus == 1:
-			doc.cancel()
-		frappe.delete_doc(doctype, name, force=1)
-
 	def clear_old_entries(self):
 		doctype_list = [
 			"GL Entry",

erpnext/accounts/report/gross_profit/test_gross_profit.py

@@ -642,7 +642,7 @@ class TestGrossProfit(ERPNextTestSuite):
 		self.assertEqual(total.get("gross_profit_%"), -50.0)
 
 	def test_sales_person_wise_gross_profit(self):
-		sales_person = make_sales_person("_Test Sales Person")
+		sales_person = frappe.get_doc("Sales Person", "_Test Sales Person")
 
 		posting_date = get_first_day(nowdate())
 		qty = 10
@@ -1194,19 +1194,3 @@ class TestGrossProfit(ERPNextTestSuite):
 		self.assertEqual(base_rate, 220.0)  # avg selling rate = 220/1
 		self.assertEqual(gross_profit, 120.0)  # 220 - 100
 		self.assertAlmostEqual(gp_percent, 54.545, places=2)  # 120/220 * 100
-
-
-def make_sales_person(sales_person_name="_Test Sales Person"):
-	if not frappe.db.exists("Sales Person", {"sales_person_name": sales_person_name}):
-		sales_person_doc = frappe.get_doc(
-			{
-				"doctype": "Sales Person",
-				"is_group": 0,
-				"parent_sales_person": "Sales Team",
-				"sales_person_name": sales_person_name,
-			}
-		).insert(ignore_permissions=True)
-	else:
-		sales_person_doc = frappe.get_doc("Sales Person", {"sales_person_name": sales_person_name})
-
-	return sales_person_doc

erpnext/accounts/report/share_balance/test_share_balance.py

@@ -12,7 +12,7 @@ COMPANY = "_Test Company"
 class TestShareBalanceReport(ERPNextTestSuite):
 	def setUp(self):
 		self.share_type = create_share_type("_Test Share Balance Equity")
-		self.shareholder = create_shareholder("_Test Share Balance Holder", COMPANY)
+		self.shareholder = get_shareholder("Iron Man", COMPANY)
 
 	def test_date_filter_is_mandatory(self):
 		self.assertRaises(frappe.ValidationError, execute, frappe._dict({"shareholder": self.shareholder}))
@@ -96,7 +96,7 @@ class TestShareBalanceReport(ERPNextTestSuite):
 		self.assertEqual(row[4], 3000)
 
 	def test_balance_reduces_after_transfer_out(self):
-		other_holder = create_shareholder("_Test Share Balance Holder 2", COMPANY)
+		other_holder = get_shareholder("Thor", COMPANY)
 		create_share_transfer(
 			transfer_type="Issue",
 			to_shareholder=self.shareholder,
@@ -187,9 +187,8 @@ def create_share_type(title):
 	return title
 
 
-def create_shareholder(title, company):
-	shareholder = frappe.get_doc({"doctype": "Shareholder", "title": title, "company": company}).insert()
-	return shareholder.name
+def get_shareholder(title, company):
+	return frappe.db.get_value("Shareholder", {"title": title, "company": company}, "name")
 
 
 def create_share_transfer(**kwargs):

erpnext/accounts/report/share_ledger/test_share_ledger.py

@@ -23,7 +23,7 @@ COL_SHARE_TRANSFER = 8
 
 class TestShareLedger(ERPNextTestSuite):
 	def setUp(self):
-		self.shareholder = self.create_shareholder("_Test Share Ledger Holder")
+		self.shareholder = self.get_shareholder("Iron Man")
 		# Issue 100 shares on 2026-06-01, then another 50 on 2026-06-10.
 		self.first = self.issue_shares(date="2026-06-01", from_no=1, to_no=100, rate=10)
 		self.second = self.issue_shares(date="2026-06-10", from_no=101, to_no=150, rate=12)
@@ -72,7 +72,7 @@ class TestShareLedger(ERPNextTestSuite):
 		self.assertEqual(data[0][COL_NO_OF_SHARES], 100)
 
 	def test_transfer_type_label_when_shareholder_is_seller(self):
-		buyer = self.create_shareholder("_Test Share Ledger Buyer")
+		buyer = self.get_shareholder("Thor")
 		transfer = self.make_transfer(
 			from_shareholder=self.shareholder,
 			to_shareholder=buyer,
@@ -87,7 +87,7 @@ class TestShareLedger(ERPNextTestSuite):
 		self.assertEqual(row[COL_TRANSFER_TYPE], f"Transfer to {buyer}")
 
 	def test_transfer_type_label_when_shareholder_is_buyer(self):
-		seller = self.create_shareholder("_Test Share Ledger Seller")
+		seller = self.get_shareholder("Hulk")
 		# the seller must own shares before it can transfer them
 		self.issue_shares(date="2026-06-12", from_no=201, to_no=300, rate=10, shareholder=seller)
 		transfer = self.make_transfer(
@@ -119,15 +119,8 @@ class TestShareLedger(ERPNextTestSuite):
 		self.assertIsNotNone(row, f"Share Transfer {transfer_name} missing from ledger")
 		return row
 
-	def create_shareholder(self, title):
-		doc = frappe.get_doc(
-			{
-				"doctype": "Shareholder",
-				"title": title,
-				"company": COMPANY,
-			}
-		).insert()
-		return doc.name
+	def get_shareholder(self, title):
+		return frappe.db.get_value("Shareholder", {"title": title, "company": COMPANY}, "name")
 
 	def issue_shares(self, date, from_no, to_no, rate, shareholder=None):
 		doc = frappe.get_doc(

erpnext/accounts/workspace/accounting/accounting.json

@@ -4,25 +4,9 @@
   {
    "chart_name": "Profit and Loss",
    "label": "Profit and Loss"
-  },
-  {
-   "chart_name": "Accounts Receivable Ageing",
-   "label": "Accounts Receivable Ageing"
-  },
-  {
-   "chart_name": "Accounts Payable Ageing",
-   "label": "Accounts Payable Ageing"
-  },
-  {
-   "chart_name": "Bank Balance",
-   "label": "Bank Balance"
-  },
-  {
-   "chart_name": "Budget Variance",
-   "label": "Budget Variance"
   }
  ],
- "content": "[{\"id\":\"acc_ov_hdr1\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Accounting Overview</b></span>\",\"col\":12}},{\"id\":\"acc_ov_nc01\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Outgoing Bills\",\"col\":3}},{\"id\":\"acc_ov_nc02\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Incoming Bills\",\"col\":3}},{\"id\":\"acc_ov_nc03\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Incoming Payment\",\"col\":3}},{\"id\":\"acc_ov_nc04\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Outgoing Payment\",\"col\":3}},{\"id\":\"acc_ov_ch01\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Profit and Loss\",\"col\":12}},{\"id\":\"acc_ov_ch02\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Accounts Receivable Ageing\",\"col\":6}},{\"id\":\"acc_ov_ch03\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Accounts Payable Ageing\",\"col\":6}},{\"id\":\"acc_ov_ch04\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Bank Balance\",\"col\":6}},{\"id\":\"acc_ov_ch05\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Budget Variance\",\"col\":6}}]",
+ "content": "[{\"id\": \"a17de17773\", \"type\": \"chart\", \"data\": {\"chart_name\": \"Profit and Loss\", \"col\": 12}}, {\"id\": \"9a0e234f25\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Outgoing Bills\", \"col\": 4}}, {\"id\": \"58b384d2dd\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Incoming Bills\", \"col\": 4}}, {\"id\": \"575d11919a\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Incoming Payment\", \"col\": 4}}]",
  "creation": "2026-07-14 12:00:00",
  "custom_blocks": [],
  "docstatus": 0,
@@ -36,27 +20,23 @@
  "label": "Accounting",
  "link_type": "DocType",
  "links": [],
- "modified": "2026-07-14 14:28:55.763394",
+ "modified": "2026-08-26 18:34:03.000000",
  "modified_by": "Administrator",
  "module": "Accounts",
  "module_onboarding": "Accounting Onboarding",
  "name": "Accounting",
  "number_cards": [
   {
-   "label": "Outgoing Bills",
+   "label": "Total Outgoing Bills",
    "number_card_name": "Total Outgoing Bills"
   },
   {
-   "label": "Incoming Bills",
+   "label": "Total Incoming Bills",
    "number_card_name": "Total Incoming Bills"
   },
   {
-   "label": "Incoming Payment",
+   "label": "Total Incoming Payment",
    "number_card_name": "Total Incoming Payment"
-  },
-  {
-   "label": "Outgoing Payment",
-   "number_card_name": "Total Outgoing Payment"
   }
  ],
  "owner": "Administrator",

erpnext/accounts/workspace/financial_reports/financial_reports.json

@@ -2,11 +2,11 @@
  "app": "erpnext",
  "charts": [
   {
-   "chart_name": "Profit and Loss",
-   "label": "Profit and Loss"
+   "chart_name": "Budget Variance",
+   "label": "Budget Variance"
   }
  ],
- "content": "[{\"id\":\"tS7ZWzC24I\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Profit and Loss\",\"col\":12}},{\"id\":\"8Ej2KxPxOt\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"p7NY6MHe2Y\",\"type\":\"card\",\"data\":{\"card_name\":\"Financial Statements\",\"col\":4}},{\"id\":\"nKKr6fjgjb\",\"type\":\"card\",\"data\":{\"card_name\":\"Ledgers\",\"col\":4}},{\"id\":\"3AK1Zf0oew\",\"type\":\"card\",\"data\":{\"card_name\":\"Profitability\",\"col\":4}},{\"id\":\"Q_hBCnSeJY\",\"type\":\"card\",\"data\":{\"card_name\":\"Other Reports\",\"col\":4}}]",
+ "content": "[{\"id\": \"12e194822e\", \"type\": \"chart\", \"data\": {\"chart_name\": \"Budget Variance\", \"col\": 12}}, {\"id\": \"1e3181e0cb\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Outgoing Bills\", \"col\": 4}}, {\"id\": \"94f620327b\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Incoming Bills\", \"col\": 4}}, {\"id\": \"e3e5de6c45\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Outgoing Payment\", \"col\": 4}}]",
  "creation": "2024-01-05 16:09:16.766939",
  "custom_blocks": [],
  "docstatus": 0,
@@ -18,260 +18,26 @@
  "indicator_color": "",
  "is_hidden": 0,
  "label": "Financial Reports",
- "links": [
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Profitability",
-   "link_count": 0,
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "Sales Invoice",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Gross Profit",
-   "link_count": 0,
-   "link_to": "Gross Profit",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "GL Entry",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Profitability Analysis",
-   "link_count": 0,
-   "link_to": "Profitability Analysis",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Sales Invoice",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Sales Invoice Trends",
-   "link_count": 0,
-   "link_to": "Sales Invoice Trends",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Purchase Invoice",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Purchase Invoice Trends",
-   "link_count": 0,
-   "link_to": "Purchase Invoice Trends",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Financial Statements",
-   "link_count": 5,
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "GL Entry",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Trial Balance",
-   "link_count": 0,
-   "link_to": "Trial Balance",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "GL Entry",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Profit and Loss Statement",
-   "link_count": 0,
-   "link_to": "Profit and Loss Statement",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "GL Entry",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Balance Sheet",
-   "link_count": 0,
-   "link_to": "Balance Sheet",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "GL Entry",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Cash Flow",
-   "link_count": 0,
-   "link_to": "Cash Flow",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "GL Entry",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Consolidated Financial Statement",
-   "link_count": 0,
-   "link_to": "Consolidated Financial Statement",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Ledgers",
-   "link_count": 3,
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "GL Entry",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "General Ledger",
-   "link_count": 0,
-   "link_to": "General Ledger",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Sales Invoice",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Customer Ledger Summary",
-   "link_count": 0,
-   "link_to": "Customer Ledger Summary",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Sales Invoice",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Supplier Ledger Summary",
-   "link_count": 0,
-   "link_to": "Supplier Ledger Summary",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Other Reports",
-   "link_count": 7,
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "GL Entry",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Trial Balance for Party",
-   "link_count": 0,
-   "link_to": "Trial Balance for Party",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Journal Entry",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Payment Period Based On Invoice Date",
-   "link_count": 0,
-   "link_to": "Payment Period Based On Invoice Date",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Sales Invoice",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Sales Partners Commission",
-   "link_count": 0,
-   "link_to": "Sales Partners Commission",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Customer",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Customer Credit Balance",
-   "link_count": 0,
-   "link_to": "Customer Credit Balance",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Sales Invoice",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Sales Payment Summary",
-   "link_count": 0,
-   "link_to": "Sales Payment Summary",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Address",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Address And Contacts",
-   "link_count": 0,
-   "link_to": "Address And Contacts",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "GL Entry",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "UAE VAT 201",
-   "link_count": 0,
-   "link_to": "UAE VAT 201",
-   "link_type": "Report",
-   "onboard": 0,
-   "only_for": "United Arab Emirates",
-   "type": "Link"
-  }
- ],
- "modified": "2026-07-03 13:44:08.095321",
+ "links": [],
+ "modified": "2026-08-26 18:34:03.000000",
  "modified_by": "Administrator",
  "module": "Accounts",
  "module_onboarding": "Accounting Onboarding",
  "name": "Financial Reports",
- "number_cards": [],
+ "number_cards": [
+  {
+   "label": "Total Outgoing Bills",
+   "number_card_name": "Total Outgoing Bills"
+  },
+  {
+   "label": "Total Incoming Bills",
+   "number_card_name": "Total Incoming Bills"
+  },
+  {
+   "label": "Total Outgoing Payment",
+   "number_card_name": "Total Outgoing Payment"
+  }
+ ],
  "owner": "Administrator",
  "parent_page": "",
  "public": 1,

erpnext/accounts/workspace/invoicing/invoicing.json

@@ -2,11 +2,11 @@
  "app": "erpnext",
  "charts": [
   {
-   "chart_name": "Profit and Loss",
-   "label": "Profit and Loss"
+   "chart_name": "Outgoing Bills (Sales Invoice)",
+   "label": "Outgoing Bills (Sales Invoice)"
   }
  ],
- "content": "[{\"id\":\"nDhfcJYbKH\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Profit and Loss\",\"col\":12}},{\"id\":\"VVvJ1lUcfc\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Outgoing Bills\",\"col\":3}},{\"id\":\"Vlj2FZtlHV\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Incoming Bills\",\"col\":3}},{\"id\":\"VVVjQVAhPf\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Incoming Payment\",\"col\":3}},{\"id\":\"DySNdlysIW\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Outgoing Payment\",\"col\":3}},{\"id\":\"tHb3yxthkR\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"id\":\"DnNtsmxpty\",\"type\":\"card\",\"data\":{\"card_name\":\"Accounting Masters\",\"col\":4}},{\"id\":\"nKKr6fjgjb\",\"type\":\"card\",\"data\":{\"card_name\":\"Payments\",\"col\":4}},{\"id\":\"KlqilF5R_V\",\"type\":\"card\",\"data\":{\"card_name\":\"Tax Masters\",\"col\":4}},{\"id\":\"jTUy8LB0uw\",\"type\":\"card\",\"data\":{\"card_name\":\"Cost Center and Budgeting\",\"col\":4}},{\"id\":\"Wn2lhs7WLn\",\"type\":\"card\",\"data\":{\"card_name\":\"Multi Currency\",\"col\":4}},{\"id\":\"PAQMqqNkBM\",\"type\":\"card\",\"data\":{\"card_name\":\"Banking\",\"col\":4}},{\"id\":\"kxhoaiqdLq\",\"type\":\"card\",\"data\":{\"card_name\":\"Opening and Closing\",\"col\":4}},{\"id\":\"q0MAlU2j_Z\",\"type\":\"card\",\"data\":{\"card_name\":\"Subscription Management\",\"col\":4}},{\"id\":\"ptm7T6Hwu-\",\"type\":\"card\",\"data\":{\"card_name\":\"Share Management\",\"col\":4}}]",
+ "content": "[{\"id\": \"89faa04783\", \"type\": \"chart\", \"data\": {\"chart_name\": \"Outgoing Bills (Sales Invoice)\", \"col\": 12}}, {\"id\": \"aa2a9ef0d3\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Outgoing Bills\", \"col\": 4}}, {\"id\": \"f24f8645d6\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Incoming Bills\", \"col\": 4}}, {\"id\": \"a2cd2dc7f7\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Outgoing Payment\", \"col\": 4}}]",
  "creation": "2020-03-02 15:41:59.515192",
  "custom_blocks": [],
  "docstatus": 0,
@@ -18,595 +18,23 @@
  "indicator_color": "",
  "is_hidden": 0,
  "label": "Invoicing",
- "links": [
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Multi Currency",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Currency",
-   "link_count": 0,
-   "link_to": "Currency",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Currency Exchange",
-   "link_count": 0,
-   "link_to": "Currency Exchange",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Exchange Rate Revaluation",
-   "link_count": 0,
-   "link_to": "Exchange Rate Revaluation",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Subscription Management",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Subscription Plan",
-   "link_count": 0,
-   "link_to": "Subscription Plan",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Subscription",
-   "link_count": 0,
-   "link_to": "Subscription",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Subscription Settings",
-   "link_count": 0,
-   "link_to": "Subscription Settings",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Share Management",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Shareholder",
-   "link_count": 0,
-   "link_to": "Shareholder",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Share Transfer",
-   "link_count": 0,
-   "link_to": "Share Transfer",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Share Transfer",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Share Ledger",
-   "link_count": 0,
-   "link_to": "Share Ledger",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Share Transfer",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Share Balance",
-   "link_count": 0,
-   "link_to": "Share Balance",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Cost Center and Budgeting",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Chart of Cost Centers",
-   "link_count": 0,
-   "link_to": "Cost Center",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Budget",
-   "link_count": 0,
-   "link_to": "Budget",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Accounting Dimension",
-   "link_count": 0,
-   "link_to": "Accounting Dimension",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Cost Center",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Cost Center Allocation",
-   "link_count": 0,
-   "link_to": "Cost Center Allocation",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Cost Center",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Budget Variance Report",
-   "link_count": 0,
-   "link_to": "Budget Variance Report",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Monthly Distribution",
-   "link_count": 0,
-   "link_to": "Monthly Distribution",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Opening and Closing",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Opening Invoice Creation Tool",
-   "link_count": 0,
-   "link_to": "Opening Invoice Creation Tool",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Chart of Accounts Importer",
-   "link_count": 0,
-   "link_to": "Chart of Accounts Importer",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Period Closing Voucher",
-   "link_count": 0,
-   "link_to": "Period Closing Voucher",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Banking",
-   "link_count": 6,
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Bank",
-   "link_count": 0,
-   "link_to": "Bank",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Bank Account",
-   "link_count": 0,
-   "link_to": "Bank Account",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Bank Clearance",
-   "link_count": 0,
-   "link_to": "Bank Clearance",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Bank Reconciliation Tool",
-   "link_count": 0,
-   "link_to": "Bank Reconciliation Tool",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "GL Entry",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Bank Reconciliation Statement",
-   "link_count": 0,
-   "link_to": "Bank Reconciliation Statement",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Plaid Settings",
-   "link_count": 0,
-   "link_to": "Plaid Settings",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Tax Masters",
-   "link_count": 7,
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Sales Taxes and Charges Template",
-   "link_count": 0,
-   "link_to": "Sales Taxes and Charges Template",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Purchase Taxes and Charges Template",
-   "link_count": 0,
-   "link_to": "Purchase Taxes and Charges Template",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Item Tax Template",
-   "link_count": 0,
-   "link_to": "Item Tax Template",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Tax Category",
-   "link_count": 0,
-   "link_to": "Tax Category",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Tax Rule",
-   "link_count": 0,
-   "link_to": "Tax Rule",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Tax Withholding Category",
-   "link_count": 0,
-   "link_to": "Tax Withholding Category",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Lower Deduction Certificate",
-   "link_count": 0,
-   "link_to": "Lower Deduction Certificate",
-   "link_type": "DocType",
-   "onboard": 0,
-   "only_for": "India",
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Accounting Masters",
-   "link_count": 8,
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Company",
-   "link_count": 0,
-   "link_to": "Company",
-   "link_type": "DocType",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Chart of Accounts",
-   "link_count": 0,
-   "link_to": "Account",
-   "link_type": "DocType",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Accounts Settings",
-   "link_count": 0,
-   "link_to": "Accounts Settings",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Fiscal Year",
-   "link_count": 0,
-   "link_to": "Fiscal Year",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Accounting Dimension",
-   "link_count": 0,
-   "link_to": "Accounting Dimension",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Finance Book",
-   "link_count": 0,
-   "link_to": "Finance Book",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Accounting Period",
-   "link_count": 0,
-   "link_to": "Accounting Period",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Payment Term",
-   "link_count": 0,
-   "link_to": "Payment Term",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Payments",
-   "link_count": 5,
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Payment Entry",
-   "link_count": 0,
-   "link_to": "Payment Entry",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Journal Entry",
-   "link_count": 0,
-   "link_to": "Journal Entry",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Journal Entry Template",
-   "link_count": 0,
-   "link_to": "Journal Entry Template",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Terms and Conditions",
-   "link_count": 0,
-   "link_to": "Terms and Conditions",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Mode of Payment",
-   "link_count": 0,
-   "link_to": "Mode of Payment",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  }
- ],
- "modified": "2026-07-03 13:44:08.471142",
+ "links": [],
+ "modified": "2026-08-26 18:34:03.000000",
  "modified_by": "Administrator",
  "module": "Accounts",
  "module_onboarding": "Accounting Onboarding",
  "name": "Invoicing",
  "number_cards": [
   {
-   "label": "Outgoing Bills",
+   "label": "Total Outgoing Bills",
    "number_card_name": "Total Outgoing Bills"
   },
   {
-   "label": "Incoming Bills",
+   "label": "Total Incoming Bills",
    "number_card_name": "Total Incoming Bills"
   },
   {
-   "label": "Incoming Payment",
-   "number_card_name": "Total Incoming Payment"
-  },
-  {
-   "label": "Outgoing Payment",
+   "label": "Total Outgoing Payment",
    "number_card_name": "Total Outgoing Payment"
   }
  ],

erpnext/accounts/workspace/payments/payments.json

@@ -1,7 +1,12 @@
 {
  "app": "erpnext",
- "charts": [],
- "content": "[]",
+ "charts": [
+  {
+   "chart_name": "Bank Balance",
+   "label": "Bank Balance"
+  }
+ ],
+ "content": "[{\"id\": \"8ad97059fb\", \"type\": \"chart\", \"data\": {\"chart_name\": \"Bank Balance\", \"col\": 12}}, {\"id\": \"0290c3d3fb\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Incoming Payment\", \"col\": 4}}, {\"id\": \"4751e5b274\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Outgoing Payment\", \"col\": 4}}, {\"id\": \"4852db07c3\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Outgoing Bills\", \"col\": 4}}]",
  "creation": "2026-06-11 11:51:21.886461",
  "custom_blocks": [],
  "docstatus": 0,
@@ -15,12 +20,25 @@
  "label": "Payments",
  "link_type": "DocType",
  "links": [],
- "modified": "2026-07-14 12:00:00.000000",
+ "modified": "2026-08-26 18:34:03.000000",
  "modified_by": "Administrator",
  "module": "Accounts",
  "module_onboarding": "Accounting Onboarding",
  "name": "Payments",
- "number_cards": [],
+ "number_cards": [
+  {
+   "label": "Total Incoming Payment",
+   "number_card_name": "Total Incoming Payment"
+  },
+  {
+   "label": "Total Outgoing Payment",
+   "number_card_name": "Total Outgoing Payment"
+  },
+  {
+   "label": "Total Outgoing Bills",
+   "number_card_name": "Total Outgoing Bills"
+  }
+ ],
  "owner": "Administrator",
  "public": 1,
  "quick_lists": [],

erpnext/assets/doctype/asset/test_asset.py

@@ -2109,13 +2109,17 @@ def create_asset_category(enable_cwip=1):
 
 
 def create_fixed_asset_item(item_code=None, auto_create_assets=1, is_grouped_asset=0, asset_category=None):
+	item_code = item_code or "Macbook Pro"
+	if frappe.db.exists("Item", item_code):
+		return frappe.get_doc("Item", item_code)
+
 	meta = frappe.get_meta("Asset")
 	naming_series = meta.get_field("naming_series").options.splitlines()[0] or "ACC-ASS-.YYYY.-"
 	try:
 		item = frappe.get_doc(
 			{
 				"doctype": "Item",
-				"item_code": item_code or "Macbook Pro",
+				"item_code": item_code,
 				"item_name": "Macbook Pro",
 				"description": "Macbook Pro Retina Display",
 				"asset_category": asset_category or "Computers",

erpnext/assets/doctype/asset_capitalization/services/gl_composer.py

@@ -54,14 +54,16 @@ class AssetCapitalizationGLComposer(BaseStockGLComposer):
 		for item_row in doc.stock_items:
 			sle_list = self.sle_map.get(item_row.name)
 			if sle_list:
-				_inv_dict = doc.get_inventory_account_dict(item_row, self.inventory_account_map)
 				for sle in sle_list:
 					stock_value_difference = flt(sle.stock_value_difference, self.precision)
 
 					if erpnext.is_perpetual_inventory_enabled(doc.company):
+						_inv_dict = doc.get_inventory_account_dict(item_row, self.inventory_account_map)
 						account = _inv_dict["account"]
+						account_currency = _inv_dict["account_currency"]
 					else:
 						account = doc.get_company_default("default_expense_account")
+						account_currency = None
 
 					target_against.add(account)
 					gl_entries.append(
@@ -74,7 +76,7 @@ class AssetCapitalizationGLComposer(BaseStockGLComposer):
 								"remarks": doc.get("remarks") or "Accounting Entry for Stock",
 								"credit": -1 * stock_value_difference,
 							},
-							_inv_dict["account_currency"],
+							account_currency,
 							item=item_row,
 						)
 					)

erpnext/assets/doctype/asset_capitalization/test_asset_capitalization.py

@@ -440,7 +440,11 @@ def create_asset_capitalization(**args):
 	target_asset = frappe.get_doc("Asset", args.target_asset) if args.target_asset else frappe._dict()
 	target_item_code = target_asset.item_code or args.target_item_code
 	company = target_asset.company or args.company or "_Test Company"
-	warehouse = args.warehouse or create_warehouse("_Test Warehouse", company=company)
+	warehouse = args.warehouse or (
+		"_Test Warehouse - _TC"
+		if company == "_Test Company"
+		else create_warehouse("_Test Warehouse", company=company)
+	)
 	source_warehouse = args.source_warehouse or warehouse
 
 	asset_capitalization = frappe.new_doc("Asset Capitalization")

erpnext/assets/doctype/asset_repair/test_asset_repair.py

@@ -20,7 +20,6 @@ from erpnext.assets.doctype.asset.test_asset import (
 from erpnext.assets.doctype.asset_depreciation_schedule.asset_depreciation_schedule import (
 	get_asset_depr_schedule_doc,
 )
-from erpnext.stock.doctype.item.test_item import create_item
 from erpnext.stock.doctype.serial_and_batch_bundle.test_serial_and_batch_bundle import (
 	get_serial_nos_from_bundle,
 	make_serial_batch_bundle,
@@ -32,7 +31,6 @@ class TestAssetRepair(ERPNextTestSuite):
 	def setUp(self):
 		self.load_test_records("Stock Entry")
 		set_depreciation_settings_in_company()
-		create_item("_Test Stock Item")
 
 	def test_asset_status(self):
 		date = nowdate()

erpnext/assets/sidebar/assets/assets.json

@@ -0,0 +1,371 @@
+{
+ "app": "erpnext",
+ "creation": "2026-08-16 00:00:00.000000",
+ "docstatus": 0,
+ "doctype": "Sidebar",
+ "header_icon": "archive",
+ "idx": 0,
+ "items": [
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "house",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "Assets",
+   "link_type": "Workspace",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "chart-column",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Dashboard",
+   "link_to": "Asset",
+   "link_type": "Dashboard",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "laptop",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset",
+   "link_to": "Asset",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "trending-down",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Depreciation Schedule",
+   "link_to": "Asset Depreciation Schedule",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "sprout",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset Capitalization",
+   "link_to": "Asset Capitalization",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "move-horizontal",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset Movement",
+   "link_to": "Asset Movement",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "rocket",
+   "indent": 1,
+   "is_default_module": 0,
+   "keep_closed": 1,
+   "label": "Maintenance",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset Maintenance Team",
+   "link_to": "Asset Maintenance Team",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset Maintenance",
+   "link_to": "Asset Maintenance",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset Maintenance Log",
+   "link_to": "Asset Maintenance Log",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset Value Adjustment",
+   "link_to": "Asset Value Adjustment",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset Repair",
+   "link_to": "Asset Repair",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "sheet",
+   "indent": 1,
+   "is_default_module": 0,
+   "keep_closed": 1,
+   "label": "Reports",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Fixed Asset Register",
+   "link_to": "Fixed Asset Register",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset Depreciation Ledger",
+   "link_to": "Asset Depreciation Ledger",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset Depreciations and Balances",
+   "link_to": "Asset Depreciations and Balances",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset Maintenance",
+   "link_to": "Asset Maintenance",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset Activity",
+   "link_to": "Asset Activity",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "database",
+   "indent": 1,
+   "is_default_module": 0,
+   "keep_closed": 1,
+   "label": "Setup",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Item",
+   "link_to": "Item",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Asset Category",
+   "link_to": "Asset Category",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Location",
+   "link_to": "Location",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "settings",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Settings",
+   "link_to": "Accounts Settings",
+   "link_type": "DocType",
+   "navigate_to_tab": "assets_tab",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "modified": "2026-08-16 00:00:00.000000",
+ "modified_by": "Administrator",
+ "module": "Assets",
+ "name": "Assets",
+ "owner": "Administrator",
+ "sequence_id": 0.0,
+ "standard": 1,
+ "title": "Assets"
+}

erpnext/assets/workspace/assets/assets.json

@@ -6,7 +6,7 @@
    "label": "Asset Value Analytics"
   }
  ],
- "content": "[{\"id\":\"Q-Cl7bMXDm\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Asset Value Analytics\",\"col\":12}},{\"id\":\"gsSQjvl0Tx\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"xRYRq1sW1O\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"id\":\"Kx2j5N9BKZ\",\"type\":\"card\",\"data\":{\"card_name\":\"Assets\",\"col\":4}},{\"id\":\"jeNsxtLaH3\",\"type\":\"card\",\"data\":{\"card_name\":\"Maintenance\",\"col\":4}},{\"id\":\"EX5e3NvL51\",\"type\":\"card\",\"data\":{\"card_name\":\"Reports\",\"col\":4}}]",
+ "content": "[{\"id\": \"91d49bd2aa\", \"type\": \"chart\", \"data\": {\"chart_name\": \"Asset Value Analytics\", \"col\": 12}}, {\"id\": \"6e2f5c71fd\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Total Assets\", \"col\": 4}}, {\"id\": \"812fb9cc2a\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Asset Value\", \"col\": 4}}, {\"id\": \"f8f0df5c57\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"New Assets (This Year)\", \"col\": 4}}]",
  "creation": "2020-03-02 15:43:27.634865",
  "custom_blocks": [],
  "docstatus": 0,
@@ -17,194 +17,26 @@
  "idx": 0,
  "is_hidden": 0,
  "label": "Assets",
- "links": [
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Assets",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Asset",
-   "link_count": 0,
-   "link_to": "Asset",
-   "link_type": "DocType",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Location",
-   "link_count": 0,
-   "link_to": "Location",
-   "link_type": "DocType",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Asset Category",
-   "link_count": 0,
-   "link_to": "Asset Category",
-   "link_type": "DocType",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Asset Movement",
-   "link_count": 0,
-   "link_to": "Asset Movement",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Maintenance",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Asset Maintenance Team",
-   "link_count": 0,
-   "link_to": "Asset Maintenance Team",
-   "link_type": "DocType",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Asset Maintenance Team",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Asset Maintenance",
-   "link_count": 0,
-   "link_to": "Asset Maintenance",
-   "link_type": "DocType",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Asset Maintenance",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Asset Maintenance Log",
-   "link_count": 0,
-   "link_to": "Asset Maintenance Log",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Asset",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Asset Value Adjustment",
-   "link_count": 0,
-   "link_to": "Asset Value Adjustment",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Asset",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Asset Repair",
-   "link_count": 0,
-   "link_to": "Asset Repair",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Asset",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Asset Capitalization",
-   "link_count": 0,
-   "link_to": "Asset Capitalization",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Reports",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "Asset",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Asset Depreciation Ledger",
-   "link_count": 0,
-   "link_to": "Asset Depreciation Ledger",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Asset",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Asset Depreciations and Balances",
-   "link_count": 0,
-   "link_to": "Asset Depreciations and Balances",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Asset Maintenance",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Asset Maintenance",
-   "link_count": 0,
-   "link_to": "Asset Maintenance",
-   "link_type": "Report",
-   "onboard": 0,
-   "report_ref_doctype": "Asset Maintenance",
-   "type": "Link"
-  },
-  {
-   "dependencies": "Asset Activity",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Asset Activity",
-   "link_count": 0,
-   "link_to": "Asset Activity",
-   "link_type": "Report",
-   "onboard": 0,
-   "report_ref_doctype": "Asset Activity",
-   "type": "Link"
-  }
- ],
- "modified": "2026-07-03 13:44:08.417956",
+ "links": [],
+ "modified": "2026-08-26 18:34:03.000000",
  "modified_by": "Administrator",
  "module": "Assets",
  "module_onboarding": "Asset Onboarding",
  "name": "Assets",
- "number_cards": [],
+ "number_cards": [
+  {
+   "label": "Total Assets",
+   "number_card_name": "Total Assets"
+  },
+  {
+   "label": "Asset Value",
+   "number_card_name": "Asset Value"
+  },
+  {
+   "label": "New Assets (This Year)",
+   "number_card_name": "New Assets (This Year)"
+  }
+ ],
  "owner": "Administrator",
  "parent_page": "",
  "public": 1,

erpnext/bulk_transaction/sidebar/bulk_transaction/bulk_transaction.json

@@ -0,0 +1,48 @@
+{
+ "app": "erpnext",
+ "creation": "2026-08-16 00:00:00.000000",
+ "docstatus": 0,
+ "doctype": "Sidebar",
+ "header_icon": "layers",
+ "idx": 0,
+ "items": [
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Bulk Transaction Log Detail",
+   "link_to": "Bulk Transaction Log Detail",
+   "link_type": "DocType",
+   "open_in_new_tab": 1,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Bulk Transaction Log",
+   "link_to": "Bulk Transaction Log",
+   "link_type": "DocType",
+   "open_in_new_tab": 1,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "modified": "2026-08-16 00:00:00.000000",
+ "modified_by": "Administrator",
+ "module": "Bulk Transaction",
+ "name": "Bulk Transaction",
+ "owner": "Administrator",
+ "sequence_id": 0.0,
+ "standard": 1,
+ "title": "Bulk Transaction"
+}

erpnext/buying/doctype/purchase_order/test_purchase_order.py

@@ -378,9 +378,7 @@ class TestPurchaseOrder(ERPNextTestSuite):
 		po.submit()
 		first_item_of_po = po.get("items")[0]
 
-		company_default = frappe.db.get_value("Company", po.company, "default_warehouse")
 		frappe.db.set_value("Company", po.company, "default_warehouse", None)
-		self.addCleanup(frappe.db.set_value, "Company", po.company, "default_warehouse", company_default)
 
 		def get_trans_items(item_code):
 			return json.dumps(
@@ -794,14 +792,9 @@ class TestPurchaseOrder(ERPNextTestSuite):
 		self.assertRaises(frappe.ValidationError, below_minimum.insert)
 
 	def test_marginal_min_order_qty_overage_toast(self):
-		original_precision = frappe.db.get_default("float_precision")
 		frappe.db.set_default("float_precision", "3")
-		self.addCleanup(frappe.db.set_default, "float_precision", original_precision)
 
-		if not frappe.db.exists("UOM", "Gram"):
-			frappe.get_doc({"doctype": "UOM", "uom_name": "Gram"}).insert()
-
-		item_doc = make_item(properties={"min_order_qty": 50000, "stock_uom": "Gram"})
+		item_doc = make_item(properties={"min_order_qty": 50000, "stock_uom": "_Test UOM 1"})
 		item_doc.append("uoms", {"uom": "Pound", "conversion_factor": 453.592292197})
 		item_doc.save()
 		item = item_doc.name
@@ -1799,25 +1792,11 @@ def create_po_for_sc_testing():
 
 
 def prepare_data_for_internal_transfer():
-	from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_internal_supplier
-	from erpnext.selling.doctype.customer.test_customer import create_internal_customer
 	from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
 	from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
 
 	company = "_Test Company with perpetual inventory"
 
-	create_internal_customer(
-		"_Test Internal Customer 2",
-		company,
-		company,
-	)
-
-	create_internal_supplier(
-		"_Test Internal Supplier 2",
-		company,
-		company,
-	)
-
 	warehouse = create_warehouse("_Test Internal Warehouse New 1", company=company)
 
 	create_warehouse("_Test Internal Warehouse GIT", company=company)

erpnext/buying/doctype/supplier_quotation/test_supplier_quotation.py

@@ -15,6 +15,7 @@ from erpnext.buying.doctype.request_for_quotation.test_request_for_quotation imp
 from erpnext.buying.doctype.supplier_quotation.mapper import make_purchase_order
 from erpnext.buying.doctype.supplier_quotation.supplier_quotation import set_expired_status
 from erpnext.controllers.accounts_controller import InvalidQtyError, update_child_qty_rate
+from erpnext.tests.assertions import assert_raises_with_savepoint
 from erpnext.tests.utils import ERPNextTestSuite
 
 
@@ -161,12 +162,9 @@ class TestPurchaseOrder(ERPNextTestSuite):
 			]
 		)
 
-		frappe.db.savepoint("before_cancel")
 		# check if item having purchase order can be removed
-		self.assertRaises(
-			frappe.LinkExistsError, update_child_qty_rate, "Supplier Quotation", trans_item, sq.name
-		)
-		frappe.db.rollback(save_point="before_cancel")
+		with assert_raises_with_savepoint(self, frappe.LinkExistsError):
+			update_child_qty_rate("Supplier Quotation", trans_item, sq.name)
 
 		trans_item = json.dumps(
 			[

erpnext/buying/sidebar/buying/buying.json

@@ -0,0 +1,642 @@
+{
+ "app": "erpnext",
+ "creation": "2026-08-16 00:00:00.000000",
+ "docstatus": 0,
+ "doctype": "Sidebar",
+ "header_icon": "shopping-cart",
+ "idx": 0,
+ "items": [
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "house",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "Buying",
+   "link_type": "Workspace",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "chart-column",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Dashboard",
+   "link_to": "Buying",
+   "link_type": "Dashboard",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "notepad-text",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Material Request",
+   "link_to": "Material Request",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "git-pull-request-arrow",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Request for Quotation",
+   "link_to": "Request for Quotation",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "book-open-text",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Supplier Quotation",
+   "link_to": "Supplier Quotation",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "receipt-text",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Purchase Order",
+   "link_to": "Purchase Order",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "scale",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Purchase Invoice",
+   "link_to": "Purchase Invoice",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "database",
+   "indent": 1,
+   "is_default_module": 0,
+   "keep_closed": 1,
+   "label": "Setup",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Supplier",
+   "link_to": "Supplier",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Supplier Group",
+   "link_to": "Supplier Group",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Item",
+   "link_to": "Item",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Price List",
+   "link_to": "Price List",
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+ "modified": "2026-08-16 00:00:00.000000",
+ "modified_by": "Administrator",
+ "module": "Buying",
+ "name": "Buying",
+ "owner": "Administrator",
+ "sequence_id": 0.0,
+ "standard": 1,
+ "title": "Buying"
+}

erpnext/buying/workspace/buying/buying.json

@@ -2,11 +2,11 @@
  "app": "erpnext",
  "charts": [
   {
-   "chart_name": "Purchase Order Trends",
-   "label": "Purchase Order Trends"
+   "chart_name": "Purchase Order Analysis",
+   "label": "Purchase Order Analysis"
   }
  ],
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+ "content": "[{\"id\": \"983cd8ea63\", \"type\": \"chart\", \"data\": {\"chart_name\": \"Purchase Order Analysis\", \"col\": 12}}, {\"id\": \"d88a483751\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Purchase Orders to Receive\", \"col\": 4}}, {\"id\": \"22a7c36674\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Purchase Orders to Bill\", \"col\": 4}}, {\"id\": \"5fe5b5c369\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Annual Purchase\", \"col\": 4}}]",
  "creation": "2020-01-28 11:50:26.195467",
  "custom_blocks": [],
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@@ -17,507 +17,24 @@
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-   "label": "Supplier Scorecard",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Supplier Scorecard",
-   "link_count": 0,
-   "link_to": "Supplier Scorecard",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Supplier Scorecard Variable",
-   "link_count": 0,
-   "link_to": "Supplier Scorecard Variable",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Supplier Scorecard Criteria",
-   "link_count": 0,
-   "link_to": "Supplier Scorecard Criteria",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Supplier Scorecard Standing",
-   "link_count": 0,
-   "link_to": "Supplier Scorecard Standing",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Key Reports",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Purchase Analytics",
-   "link_count": 0,
-   "link_to": "Purchase Analytics",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Purchase Order Analysis",
-   "link_count": 0,
-   "link_to": "Purchase Order Analysis",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Items to Order and Receive",
-   "link_count": 0,
-   "link_to": "Requested Items to Order and Receive",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Purchase Order Trends",
-   "link_count": 0,
-   "link_to": "Purchase Order Trends",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Procurement Tracker",
-   "link_count": 0,
-   "link_to": "Procurement Tracker",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Other Reports",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Items To Be Requested",
-   "link_count": 0,
-   "link_to": "Items To Be Requested",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Item-wise Purchase History",
-   "link_count": 0,
-   "link_to": "Item-wise Purchase History",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Purchase Receipt Trends",
-   "link_count": 0,
-   "link_to": "Purchase Receipt Trends",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Purchase Invoice Trends",
-   "link_count": 0,
-   "link_to": "Purchase Invoice Trends",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Subcontracted Raw Materials To Be Transferred",
-   "link_count": 0,
-   "link_to": "Subcontracted Raw Materials To Be Transferred",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Subcontracted Item To Be Received",
-   "link_count": 0,
-   "link_to": "Subcontracted Item To Be Received",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Supplier Quotation Comparison",
-   "link_count": 0,
-   "link_to": "Supplier Quotation Comparison",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Material Requests for which Supplier Quotations are not created",
-   "link_count": 0,
-   "link_to": "Material Requests for which Supplier Quotations are not created",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Supplier Addresses And Contacts",
-   "link_count": 0,
-   "link_to": "Address And Contacts",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Regional",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Import Supplier Invoice",
-   "link_count": 0,
-   "link_to": "Import Supplier Invoice",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  }
- ],
- "modified": "2026-07-14 12:00:00.000000",
+ "links": [],
+ "modified": "2026-08-26 18:34:03.000000",
  "modified_by": "Administrator",
  "module": "Buying",
  "module_onboarding": "Buying Onboarding",
  "name": "Buying",
  "number_cards": [
   {
-   "label": "Purchase Orders Count",
-   "number_card_name": "Purchase Orders Count"
+   "label": "Purchase Orders to Receive",
+   "number_card_name": "Purchase Orders to Receive"
   },
   {
-   "label": "Total Purchase Amount",
-   "number_card_name": "Total Purchase Amount"
+   "label": "Purchase Orders to Bill",
+   "number_card_name": "Purchase Orders to Bill"
   },
   {
-   "label": "Average Order Values",
-   "number_card_name": "Average Order Values"
+   "label": "Annual Purchase",
+   "number_card_name": "Annual Purchase"
   }
  ],
  "owner": "Administrator",

erpnext/communication/sidebar/communication/communication.json

@@ -0,0 +1,33 @@
+{
+ "app": "erpnext",
+ "creation": "2026-08-16 00:00:00.000000",
+ "docstatus": 0,
+ "doctype": "Sidebar",
+ "header_icon": "messages-square",
+ "idx": 0,
+ "items": [
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Communication Medium",
+   "link_to": "Communication Medium",
+   "link_type": "DocType",
+   "open_in_new_tab": 1,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "modified": "2026-08-16 00:00:00.000000",
+ "modified_by": "Administrator",
+ "module": "Communication",
+ "name": "Communication",
+ "owner": "Administrator",
+ "sequence_id": 0.0,
+ "standard": 1,
+ "title": "Communication"
+}

erpnext/controllers/tests/test_accounts_controller.py

@@ -53,7 +53,6 @@ class TestAccountsController(ERPNextTestSuite):
 		self.item = "_Test Item"
 		self.customer = "_Test Customer USD"
 		self.supplier = "_Test Supplier USD"
-		self.create_account()
 		frappe.flags.is_reverse_depr_entry = False
 
 	def create_account(self):
@@ -99,6 +98,7 @@ class TestAccountsController(ERPNextTestSuite):
 			setattr(self, x.attribute_name, acc.name)
 
 	def setup_advance_accounts_in_party_master(self):
+		self.create_account()
 		company = frappe.get_doc("Company", self.company)
 		company.book_advance_payments_in_separate_party_account = 1
 		company.save()

erpnext/controllers/tests/test_sales_and_purchase_return.py

@@ -7,15 +7,6 @@ from erpnext.tests.utils import ERPNextTestSuite
 
 
 class TestSalesAndPurchaseReturn(ERPNextTestSuite):
-	@staticmethod
-	def _cancel_and_delete(doctype, name):
-		if not frappe.db.exists(doctype, name):
-			return
-		doc = frappe.get_doc(doctype, name)
-		if doc.docstatus == 1:
-			doc.cancel()
-		frappe.delete_doc(doctype, name, force=1)
-
 	def test_sales_return_validates_against_original(self):
 		# Submitting a return Delivery Note runs validate_returned_items (Item / Packed Item lookups
 		# via frappe.get_all) and get_already_returned_items (qb GROUP BY of the returned qty) -- both
@@ -24,16 +15,13 @@ class TestSalesAndPurchaseReturn(ERPNextTestSuite):
 		from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note
 		from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
 
-		se = make_stock_entry(item_code="_Test Item", target="_Test Warehouse - _TC", qty=20, basic_rate=100)
-		self.addCleanup(self._cancel_and_delete, "Stock Entry", se.name)
+		make_stock_entry(item_code="_Test Item", target="_Test Warehouse - _TC", qty=20, basic_rate=100)
 
 		dn = create_delivery_note(qty=5)
-		self.addCleanup(self._cancel_and_delete, "Delivery Note", dn.name)
 
 		return_dn = make_sales_return(dn.name)
 		return_dn.insert()
 		return_dn.submit()
-		self.addCleanup(self._cancel_and_delete, "Delivery Note", return_dn.name)
 
 		self.assertEqual(return_dn.is_return, 1)
 		self.assertEqual(return_dn.items[0].qty, -5)
@@ -44,7 +32,6 @@ class TestSalesAndPurchaseReturn(ERPNextTestSuite):
 		from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
 
 		pi = make_purchase_invoice(qty=10)
-		self.addCleanup(self._cancel_and_delete, "Purchase Invoice", pi.name)
 
 		return_pi = make_purchase_invoice(
 			is_return=1,
@@ -66,7 +53,6 @@ class TestSalesAndPurchaseReturn(ERPNextTestSuite):
 		pi.items[0].item_code = ""
 		pi.save()
 		pi.submit()
-		self.addCleanup(self._cancel_and_delete, "Purchase Invoice", pi.name)
 
 		return_pi = make_purchase_invoice(
 			item_name="_Test Item",
@@ -86,11 +72,9 @@ class TestSalesAndPurchaseReturn(ERPNextTestSuite):
 		from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note
 		from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
 
-		se = make_stock_entry(item_code="_Test Item", target="_Test Warehouse - _TC", qty=20, basic_rate=100)
-		self.addCleanup(self._cancel_and_delete, "Stock Entry", se.name)
+		make_stock_entry(item_code="_Test Item", target="_Test Warehouse - _TC", qty=20, basic_rate=100)
 
 		dn = create_delivery_note(qty=5)
-		self.addCleanup(self._cancel_and_delete, "Delivery Note", dn.name)
 
 		return_dn = make_sales_return(dn.name)
 		return_dn.items[0].qty = 0
@@ -104,7 +88,6 @@ class TestSalesAndPurchaseReturn(ERPNextTestSuite):
 		from erpnext.controllers.sales_and_purchase_return import make_return_doc
 
 		si = create_sales_invoice(qty=10)
-		self.addCleanup(self._cancel_and_delete, "Sales Invoice", si.name)
 
 		return_si = make_return_doc(si.doctype, si.name)
 		return_si.items[0].qty = 0
@@ -131,14 +114,11 @@ class TestSalesAndPurchaseReturn(ERPNextTestSuite):
 		si.items[0].stock_uom = "Kg"
 		si.items[0].conversion_factor = 0.013888889
 		si.save().submit()
-		self.addCleanup(self._cancel_and_delete, "Sales Invoice", si.name)
 
 		first_return = make_return_doc(si.doctype, si.name)
 		first_return.items[0].qty = -24
 		first_return.save().submit()
-		self.addCleanup(self._cancel_and_delete, "Sales Invoice", first_return.name)
 
 		second_return = make_return_doc(si.doctype, si.name)
 		self.assertEqual(second_return.items[0].qty, -24)
 		second_return.save().submit()
-		self.addCleanup(self._cancel_and_delete, "Sales Invoice", second_return.name)

erpnext/controllers/tests/test_selling_controller.py

@@ -7,15 +7,6 @@ from erpnext.tests.utils import ERPNextTestSuite
 
 
 class TestSellingControllerConversions(ERPNextTestSuite):
-	@staticmethod
-	def _cancel_and_delete(doctype, name):
-		if not frappe.db.exists(doctype, name):
-			return
-		doc = frappe.get_doc(doctype, name)
-		if doc.docstatus == 1:
-			doc.cancel()
-		frappe.delete_doc(doctype, name, force=1)
-
 	def test_partial_delivery_updates_sales_order_status(self):
 		# Submitting a Delivery Note against a Sales Order calls
 		# SellingController.get_already_delivered_qty / get_so_qty_and_warehouse and StatusUpdater
@@ -24,8 +15,7 @@ class TestSellingControllerConversions(ERPNextTestSuite):
 		from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
 		from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
 
-		se = make_stock_entry(item_code="_Test Item", target="_Test Warehouse - _TC", qty=20, basic_rate=100)
-		self.addCleanup(self._cancel_and_delete, "Stock Entry", se.name)
+		make_stock_entry(item_code="_Test Item", target="_Test Warehouse - _TC", qty=20, basic_rate=100)
 
 		so = make_sales_order(qty=10)
 
@@ -33,7 +23,6 @@ class TestSellingControllerConversions(ERPNextTestSuite):
 		dn.items[0].qty = 4
 		dn.insert()
 		dn.submit()
-		self.addCleanup(self._cancel_and_delete, "Delivery Note", dn.name)
 
 		so.reload()
 		self.assertEqual(so.per_delivered, 40.0)

erpnext/controllers/tests/test_stock_controller.py

@@ -8,15 +8,6 @@ from erpnext.tests.utils import ERPNextTestSuite
 
 
 class TestStockControllerConversions(ERPNextTestSuite):
-	@staticmethod
-	def _cancel_and_delete(doctype, name):
-		if not frappe.db.exists(doctype, name):
-			return
-		doc = frappe.get_doc(doctype, name)
-		if doc.docstatus == 1:
-			doc.cancel()
-		frappe.delete_doc(doctype, name, force=1)
-
 	def test_future_sle_exists_detects_later_entries(self):
 		# future_sle_exists / get_conditions_to_validate_future_sle were converted to query builder
 		# (Count + Criterion.any). A later SLE for the same item+warehouse must be detected, which
@@ -26,8 +17,7 @@ class TestStockControllerConversions(ERPNextTestSuite):
 		from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
 
 		item = make_item("_Test Future SLE Item", {"is_stock_item": 1}).name
-		se = make_stock_entry(item_code=item, target="_Test Warehouse - _TC", qty=10, basic_rate=100)
-		self.addCleanup(self._cancel_and_delete, "Stock Entry", se.name)
+		make_stock_entry(item_code=item, target="_Test Warehouse - _TC", qty=10, basic_rate=100)
 
 		# Pretend a different voucher posts a day earlier for the same item/warehouse: the existing
 		# (later) SLE must be reported as a future entry.
@@ -52,7 +42,6 @@ class TestStockControllerConversions(ERPNextTestSuite):
 			posting_date=add_days(today(), -5),
 			posting_time="01:00:00",
 		)
-		self.addCleanup(self._cancel_and_delete, "Stock Entry", opening.name)
 
 		return opening
 
@@ -106,7 +95,6 @@ class TestStockControllerConversions(ERPNextTestSuite):
 		finally:
 			stock_ledger.make_entry = original_make_entry
 
-		self.addCleanup(self._cancel_and_delete, "Stock Entry", entry.name)
 		if inject is not None:
 			self.assertTrue(injected, "the later SL Entry was not written during the submit")
 
@@ -126,9 +114,6 @@ class TestStockControllerConversions(ERPNextTestSuite):
 				pluck="name",
 			)
 		)
-		for name in names:
-			self.addCleanup(frappe.delete_doc, "Repost Item Valuation", name, force=1)
-
 		return names
 
 	def test_repost_queued_for_entry_backdated_while_its_sl_entries_were_written(self):

erpnext/crm/sidebar/crm/crm.json

@@ -0,0 +1,607 @@
+{
+ "app": "erpnext",
+ "creation": "2026-08-16 00:00:00.000000",
+ "docstatus": 0,
+ "doctype": "Sidebar",
+ "header_icon": "handshake",
+ "idx": 0,
+ "items": [
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "chart-column",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "CRM",
+   "link_type": "Dashboard",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "users-round",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Lead",
+   "link_to": "Lead",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "lightbulb",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Opportunity",
+   "link_to": "Opportunity",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "user",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Customer",
+   "link_to": "Customer",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "sheet",
+   "indent": 1,
+   "is_default_module": 0,
+   "keep_closed": 1,
+   "label": "Reports",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Sales Analytics",
+   "link_to": "Sales Analytics",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Lead Details",
+   "link_to": "Lead Details",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Sales Pipeline Analytics",
+   "link_to": "Sales Pipeline Analytics",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Opportunity Summary by Sales Stage",
+   "link_to": "Opportunity Summary by Sales Stage",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Sales Funnel",
+   "link_to": "sales-funnel",
+   "link_type": "Page",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Prospects Engaged But Not Converted",
+   "link_to": "Prospects Engaged But Not Converted",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
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+   "label": "First Response Time for Opportunity",
+   "link_to": "First Response Time for Opportunity",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
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+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
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+   "keep_closed": 0,
+   "label": "Campaign Efficiency",
+   "link_to": "Campaign Efficiency",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
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+   "indent": 0,
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+   "label": "Lead Owner Efficiency",
+   "link_to": "Lead Owner Efficiency",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
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+   "link_type": "DocType",
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+   "show_arrow": 0,
+   "type": "Section Break"
+  },
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+   "indent": 0,
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+   "link_to": "Maintenance Schedule",
+   "link_type": "DocType",
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+   "show_arrow": 0,
+   "type": "Link"
+  },
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+   "link_type": "DocType",
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+   "show_arrow": 0,
+   "type": "Link"
+  },
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+   "type": "Link"
+  },
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+  },
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+   "link_to": "Contract",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
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+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Appointment",
+   "link_to": "Appointment",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
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+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Communication",
+   "link_to": "Communication",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
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+   "icon": "store",
+   "indent": 1,
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+   "keep_closed": 1,
+   "label": "Campaign",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
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+   "indent": 0,
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+   "label": "Campaign",
+   "link_to": "Campaign",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
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+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Email Campaign",
+   "link_to": "Email Campaign",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
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+   "keep_closed": 0,
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+   "link_to": "SMS Center",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
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+   "collapsible": 1,
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+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "SMS Log",
+   "link_to": "SMS Log",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
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+   "collapsible": 1,
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+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Email Group",
+   "link_to": "Email Group",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
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+   "icon": "database",
+   "indent": 1,
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+   "label": "Setup",
+   "link_type": "DocType",
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+   "show_arrow": 0,
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+   "is_default_module": 0,
+   "keep_closed": 0,
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+   "link_to": "Territory",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
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+   "keep_closed": 0,
+   "label": "Customer Group",
+   "link_to": "Customer Group",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
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+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Contact",
+   "link_to": "Contact",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Prospect",
+   "link_to": "Prospect",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
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+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Sales Person",
+   "link_to": "Sales Person",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Sales Stage",
+   "link_to": "Sales Stage",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
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+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Lead Source",
+   "link_to": "UTM Source",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "settings",
+   "indent": 1,
+   "is_default_module": 0,
+   "keep_closed": 1,
+   "label": "Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "CRM Settings",
+   "link_to": "CRM Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "SMS Settings",
+   "link_to": "SMS Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "modified": "2026-08-16 00:00:00.000000",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "CRM",
+ "owner": "Administrator",
+ "sequence_id": 0.0,
+ "standard": 1,
+ "title": "CRM"
+}

erpnext/crm/utils.py

@@ -256,6 +256,9 @@ class CRMNote(Document):
 
 	@frappe.whitelist()
 	def edit_note(self, note: str, row_id: str):
+		# db_update() skips the write check that save() does in add_note/delete_note
+		self.check_permission("write")
+
 		for d in self.notes:
 			if cstr(d.name) == row_id:
 				d.note = note

erpnext/crm/workspace/crm/crm.json

@@ -2,11 +2,11 @@
  "app": "erpnext",
  "charts": [
   {
-   "chart_name": "Territory Wise Sales",
-   "label": "Territory Wise Sales"
+   "chart_name": "Incoming Leads",
+   "label": "Incoming Leads"
   }
  ],
- "content": "[{\"id\":\"4jhDsfZ7EP\",\"type\":\"header\",\"data\":{\"text\":\"This module is scheduled for deprecation and will be completely removed in version 17, please use <a href=\\\"http://frappe.io/crm\\\">Frappe CRM</a> instead.\",\"col\":12}},{\"id\":\"Cj2TyhgiWy\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Territory Wise Sales\",\"col\":12}},{\"id\":\"LAKRmpYMRA\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"69RN0XsiJK\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Lead\",\"col\":3}},{\"id\":\"t6PQ0vY-Iw\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Opportunity\",\"col\":3}},{\"id\":\"VOFE0hqXRD\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Customer\",\"col\":3}},{\"id\":\"0ik53fuemG\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Analytics\",\"col\":3}},{\"id\":\"wdROEmB_XG\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"id\":\"-I9HhcgUKE\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"ttpROKW9vk\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"id\":\"-76QPdbBHy\",\"type\":\"card\",\"data\":{\"card_name\":\"Sales Pipeline\",\"col\":4}},{\"id\":\"_YmGwzVWRr\",\"type\":\"card\",\"data\":{\"card_name\":\"Masters\",\"col\":4}},{\"id\":\"Bma1PxoXk3\",\"type\":\"card\",\"data\":{\"card_name\":\"Reports\",\"col\":4}},{\"id\":\"80viA0R83a\",\"type\":\"card\",\"data\":{\"card_name\":\"Campaign\",\"col\":4}},{\"id\":\"Buo5HtKRFN\",\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"id\":\"sLS_x4FMK2\",\"type\":\"card\",\"data\":{\"card_name\":\"Maintenance\",\"col\":4}}]",
+ "content": "[{\"id\": \"5df9733229\", \"type\": \"chart\", \"data\": {\"chart_name\": \"Incoming Leads\", \"col\": 12}}, {\"id\": \"1f47c95d4e\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Open Opportunity\", \"col\": 4}}, {\"id\": \"9a0668d938\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"New Lead (Last 1 Month)\", \"col\": 4}}, {\"id\": \"096cbb7b12\", \"type\": \"number_card\", \"data\": {\"number_card_name\": \"Won Opportunity (Last 1 Month)\", \"col\": 4}}]",
  "creation": "2020-01-23 14:48:30.183272",
  "custom_blocks": [],
  "docstatus": 0,
@@ -17,415 +17,25 @@
  "idx": 0,
  "is_hidden": 0,
  "label": "CRM",
- "links": [
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-   "is_query_report": 0,
-   "label": "Reports",
-   "link_count": 0,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "Lead",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Lead Details",
-   "link_count": 0,
-   "link_to": "Lead Details",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Sales Pipeline Analytics",
-   "link_count": 0,
-   "link_to": "Sales Pipeline Analytics",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Opportunity Summary by Sales Stage",
-   "link_count": 0,
-   "link_to": "Opportunity Summary by Sales Stage",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Sales Funnel",
-   "link_count": 0,
-   "link_to": "sales-funnel",
-   "link_type": "Page",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Lead",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Prospects Engaged But Not Converted",
-   "link_count": 0,
-   "link_to": "Prospects Engaged But Not Converted",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Opportunity",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "First Response Time for Opportunity",
-   "link_count": 0,
-   "link_to": "First Response Time for Opportunity",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Sales Order",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Inactive Customers",
-   "link_count": 0,
-   "link_to": "Inactive Customers",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Lead",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Campaign Efficiency",
-   "link_count": 0,
-   "link_to": "Campaign Efficiency",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "Lead",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Lead Owner Efficiency",
-   "link_count": 0,
-   "link_to": "Lead Owner Efficiency",
-   "link_type": "Report",
-   "onboard": 0,
-   "type": "Link"
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-   "type": "Card Break"
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-   "link_to": "Maintenance Schedule",
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-   "link_to": "Maintenance Visit",
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-  },
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-   "hidden": 0,
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-   "link_to": "Warranty Claim",
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-   "type": "Link"
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-   "is_query_report": 0,
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-   "link_to": "Opportunity",
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-   "hidden": 0,
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-   "is_query_report": 0,
-   "label": "SMS Settings",
-   "link_count": 0,
-   "link_to": "SMS Settings",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Campaign",
-   "link_count": 5,
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Campaign",
-   "link_count": 0,
-   "link_to": "Campaign",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Email Campaign",
-   "link_count": 0,
-   "link_to": "Email Campaign",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "SMS Center",
-   "link_count": 0,
-   "link_to": "SMS Center",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "SMS Log",
-   "link_count": 0,
-   "link_to": "SMS Log",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Email Group",
-   "link_count": 0,
-   "link_to": "Email Group",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Masters",
-   "link_count": 7,
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Card Break"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Territory",
-   "link_count": 0,
-   "link_to": "Territory",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Customer Group",
-   "link_count": 0,
-   "link_to": "Customer Group",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Contact",
-   "link_count": 0,
-   "link_to": "Contact",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Prospect",
-   "link_count": 0,
-   "link_to": "Prospect",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Sales Person",
-   "link_count": 0,
-   "link_to": "Sales Person",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Sales Stage",
-   "link_count": 0,
-   "link_to": "Sales Stage",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  },
-  {
-   "hidden": 0,
-   "is_query_report": 0,
-   "label": "Lead Source",
-   "link_count": 0,
-   "link_to": "UTM Source",
-   "link_type": "DocType",
-   "onboard": 0,
-   "type": "Link"
-  }
- ],
- "modified": "2026-07-03 13:44:08.297053",
+ "links": [],
+ "modified": "2026-08-26 18:34:03.000000",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "CRM",
- "number_cards": [],
+ "number_cards": [
+  {
+   "label": "Open Opportunity",
+   "number_card_name": "Open Opportunity"
+  },
+  {
+   "label": "New Lead (Last 1 Month)",
+   "number_card_name": "New Lead (Last 1 Month)"
+  },
+  {
+   "label": "Won Opportunity (Last 1 Month)",
+   "number_card_name": "Won Opportunity (Last 1 Month)"
+  }
+ ],
  "owner": "Administrator",
  "parent_page": "",
  "public": 1,
@@ -433,40 +43,7 @@
  "restrict_to_domain": "",
  "roles": [],
  "sequence_id": 17.0,
- "shortcuts": [
-  {
-   "color": "Blue",
-   "format": "{} Open",
-   "label": "Lead",
-   "link_to": "Lead",
-   "stats_filter": "{\"status\":\"Open\"}",
-   "type": "DocType"
-  },
-  {
-   "color": "Blue",
-   "format": "{} Assigned",
-   "label": "Opportunity",
-   "link_to": "Opportunity",
-   "stats_filter": "{\"_assign\": [\"like\", '%' + frappe.session.user + '%']}",
-   "type": "DocType"
-  },
-  {
-   "label": "Customer",
-   "link_to": "Customer",
-   "type": "DocType"
-  },
-  {
-   "label": "Sales Analytics",
-   "link_to": "Sales Analytics",
-   "report_ref_doctype": "Sales Order",
-   "type": "Report"
-  },
-  {
-   "label": "Dashboard",
-   "link_to": "CRM",
-   "type": "Dashboard"
-  }
- ],
+ "shortcuts": [],
  "sidebar_items": [
   {
    "child": 0,

erpnext/dock/erpnext/erpnext.json

@@ -0,0 +1,183 @@
+{
+ "app": "erpnext",
+ "creation": "2026-08-26 23:30:00",
+ "docstatus": 0,
+ "doctype": "Dock",
+ "idx": 0,
+ "items": [
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "landmark",
+   "link_to": "Accounts",
+   "link_type": "Sidebar",
+   "title": "Accounts"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "handshake",
+   "link_to": "CRM",
+   "link_type": "Sidebar",
+   "title": "CRM"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "shopping-cart",
+   "link_to": "Buying",
+   "link_type": "Sidebar",
+   "title": "Buying"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "folder-kanban",
+   "link_to": "Projects",
+   "link_type": "Sidebar",
+   "title": "Projects"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "store",
+   "link_to": "Selling",
+   "link_type": "Sidebar",
+   "title": "Selling"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "sliders-horizontal",
+   "link_to": "Setup",
+   "link_type": "Sidebar",
+   "title": "Setup"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "building-2",
+   "link_to": "Manufacturing",
+   "link_type": "Sidebar",
+   "title": "Manufacturing"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "package",
+   "link_to": "Stock",
+   "link_type": "Sidebar",
+   "title": "Stock"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "headset",
+   "link_to": "Support",
+   "link_type": "Sidebar",
+   "title": "Support"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "pocket-knife",
+   "link_to": "Utilities",
+   "link_type": "Sidebar",
+   "title": "Utilities"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "archive",
+   "link_to": "Assets",
+   "link_type": "Sidebar",
+   "title": "Assets"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "panels-top-left",
+   "link_to": "Portal",
+   "link_type": "Sidebar",
+   "title": "Portal"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "wrench",
+   "link_to": "Maintenance",
+   "link_type": "Sidebar",
+   "title": "Maintenance"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "globe",
+   "link_to": "Regional",
+   "link_type": "Sidebar",
+   "title": "Regional"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "plug",
+   "link_to": "ERPNext Integrations",
+   "link_type": "Sidebar",
+   "title": "Integrations"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "shield-check",
+   "link_to": "Quality",
+   "link_type": "Sidebar",
+   "title": "Quality"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "messages-square",
+   "link_to": "Communication",
+   "link_type": "Sidebar",
+   "title": "Communication"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "phone",
+   "link_to": "Telephony",
+   "link_type": "Sidebar",
+   "title": "Telephony"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "layers",
+   "link_to": "Bulk Transaction",
+   "link_type": "Sidebar",
+   "title": "Bulk Transaction"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "factory",
+   "link_to": "Subcontracting",
+   "link_type": "Sidebar",
+   "title": "Subcontracting"
+  },
+  {
+   "added": 0,
+   "hidden": 0,
+   "icon": "file-code",
+   "link_to": "EDI",
+   "link_type": "Sidebar",
+   "title": "EDI"
+  }
+ ],
+ "modified": "2026-08-28 12:00:00.000000",
+ "modified_by": "Administrator",
+ "name": "erpnext",
+ "owner": "Administrator",
+ "standard": 1,
+ "user": ""
+}

erpnext/edi/doctype/code_list/test_code_list_import.py

@@ -1,6 +1,7 @@
 # Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
 
+from contextlib import contextmanager
 from unittest.mock import Mock, patch
 
 import frappe
@@ -51,12 +52,9 @@ SAMPLE_GENERICODE = b"""<?xml version="1.0" encoding="UTF-8"?>
 
 class TestCodeListImport(ERPNextTestSuite):
 	def test_import_genericode_rejects_remote_file_url(self):
-		self.set_upload_context(
-			file_name="trusted.xml",
-			file_url="https://example.com/codelists/trusted.xml",
-		)
-
-		with patch("erpnext.edi.doctype.code_list.code_list_import.requests.get") as mock_get:
+		with self.upload_context(
+			file_name="trusted.xml", file_url="https://example.com/codelists/trusted.xml"
+		), patch("erpnext.edi.doctype.code_list.code_list_import.requests.get") as mock_get:
 			with self.assertRaisesRegex(
 				frappe.ValidationError, "Importing Code Lists from remote URLs is not allowed."
 			):
@@ -65,12 +63,9 @@ class TestCodeListImport(ERPNextTestSuite):
 		mock_get.assert_not_called()
 
 	def test_import_genericode_rejects_file_scheme_url(self):
-		self.set_upload_context(
-			file_name="trusted.xml",
-			file_url="file:///tmp/trusted.xml",
-		)
-
-		with patch("erpnext.edi.doctype.code_list.code_list_import.requests.get") as mock_get:
+		with self.upload_context(file_name="trusted.xml", file_url="file:///tmp/trusted.xml"), patch(
+			"erpnext.edi.doctype.code_list.code_list_import.requests.get"
+		) as mock_get:
 			with self.assertRaisesRegex(
 				frappe.ValidationError, "Importing Code Lists from remote URLs is not allowed."
 			):
@@ -110,36 +105,34 @@ class TestCodeListImport(ERPNextTestSuite):
 				code_list_import.import_genericode_from_url("https://example.com/codelists/trusted.xml")
 
 	def test_import_genericode_from_uploaded_file_returns_metadata(self):
-		self.set_upload_context(content=SAMPLE_GENERICODE, file_name="uploaded_genericode.xml")
+		with self.upload_context(content=SAMPLE_GENERICODE, file_name="uploaded_genericode.xml"):
+			import_result = code_list_import.import_genericode()
 
-		import_result = code_list_import.import_genericode()
+			self.assert_import_response(import_result)
 
-		self.assert_import_response(import_result)
-
-		file_doc = frappe.get_doc("File", import_result["file"])
-		self.assertEqual(file_doc.get_content(encodings=()), SAMPLE_GENERICODE)
+			file_doc = frappe.get_doc("File", import_result["file"])
+			self.assertEqual(file_doc.get_content(encodings=()), SAMPLE_GENERICODE)
 
 	def test_process_genericode_import_reads_file_doc_content(self):
-		self.set_upload_context(content=SAMPLE_GENERICODE, file_name="uploaded_genericode.xml")
+		with self.upload_context(content=SAMPLE_GENERICODE, file_name="uploaded_genericode.xml"):
+			import_result = code_list_import.import_genericode()
+			count = code_list_import.process_genericode_import(
+				code_list_name=import_result["code_list"],
+				file_name=import_result["file"],
+				code_column="code",
+				title_column="name",
+			)
 
-		import_result = code_list_import.import_genericode()
-		count = code_list_import.process_genericode_import(
-			code_list_name=import_result["code_list"],
-			file_name=import_result["file"],
-			code_column="code",
-			title_column="name",
-		)
-
-		self.assertEqual(count, 3)
-		self.assertEqual(frappe.db.count("Common Code", {"code_list": import_result["code_list"]}), 3)
-		self.assertEqual(
-			frappe.db.get_value(
-				"Common Code",
-				{"code_list": import_result["code_list"], "common_code": "A"},
-				"title",
-			),
-			"Alpha",
-		)
+			self.assertEqual(count, 3)
+			self.assertEqual(frappe.db.count("Common Code", {"code_list": import_result["code_list"]}), 3)
+			self.assertEqual(
+				frappe.db.get_value(
+					"Common Code",
+					{"code_list": import_result["code_list"], "common_code": "A"},
+					"title",
+				),
+				"Alpha",
+			)
 
 	def test_import_genericode_from_local_file_url(self):
 		source_file = frappe.get_doc(
@@ -150,32 +143,38 @@ class TestCodeListImport(ERPNextTestSuite):
 				"is_private": 1,
 			}
 		).insert()
-		self.set_upload_context(file_name=source_file.file_name, file_url=source_file.file_url)
+		with self.upload_context(file_name=source_file.file_name, file_url=source_file.file_url):
+			import_result = code_list_import.import_genericode()
 
-		import_result = code_list_import.import_genericode()
+			self.assert_import_response(import_result)
 
-		self.assert_import_response(import_result)
-
-	def set_upload_context(
-		self,
+	@staticmethod
+	@contextmanager
+	def upload_context(
 		content: bytes | None = None,
 		file_name: str = "genericode.xml",
 		file_url: str | None = None,
 		docname: str | None = None,
 	):
-		attrs = ("form_dict", "uploaded_file", "uploaded_file_url", "uploaded_filename")
-		originals = {attr: getattr(frappe.local, attr, None) for attr in attrs}
+		missing = object()
+		attrs = {
+			"form_dict": frappe._dict(doctype="Code List", docname=docname),
+			"uploaded_file": content,
+			"uploaded_file_url": file_url,
+			"uploaded_filename": file_name,
+		}
+		originals = {key: getattr(frappe.local, key, missing) for key in attrs}
+		for key, value in attrs.items():
+			setattr(frappe.local, key, value)
 
-		frappe.local.form_dict = frappe._dict(doctype="Code List", docname=docname)
-		frappe.local.uploaded_file = content
-		frappe.local.uploaded_file_url = file_url
-		frappe.local.uploaded_filename = file_name
-
-		def restore():
-			for attr, value in originals.items():
-				setattr(frappe.local, attr, value)
-
-		self.addCleanup(restore)
+		try:
+			yield
+		finally:
+			for key, value in originals.items():
+				if value is missing:
+					delattr(frappe.local, key)
+				else:
+					setattr(frappe.local, key, value)
 
 	def assert_import_response(self, import_result):
 		self.assertEqual(

erpnext/edi/sidebar/edi/edi.json

@@ -0,0 +1,48 @@
+{
+ "app": "erpnext",
+ "creation": "2026-08-16 00:00:00.000000",
+ "docstatus": 0,
+ "doctype": "Sidebar",
+ "header_icon": "file-code",
+ "idx": 0,
+ "items": [
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Code List",
+   "link_to": "Code List",
+   "link_type": "DocType",
+   "open_in_new_tab": 1,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Common Code",
+   "link_to": "Common Code",
+   "link_type": "DocType",
+   "open_in_new_tab": 1,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "modified": "2026-08-16 00:00:00.000000",
+ "modified_by": "Administrator",
+ "module": "EDI",
+ "name": "EDI",
+ "owner": "Administrator",
+ "sequence_id": 0.0,
+ "standard": 1,
+ "title": "EDI"
+}

erpnext/erpnext_integrations/sidebar/erpnext_integrations/erpnext_integrations.json

@@ -0,0 +1,34 @@
+{
+ "app": "erpnext",
+ "creation": "2026-08-16 00:00:00.000000",
+ "docstatus": 0,
+ "doctype": "Sidebar",
+ "header_icon": "plug",
+ "idx": 0,
+ "items": [
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "settings",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Plaid Settings",
+   "link_to": "Plaid Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 1,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "modified": "2026-08-16 00:00:00.000000",
+ "modified_by": "Administrator",
+ "module": "ERPNext Integrations",
+ "name": "ERPNext Integrations",
+ "owner": "Administrator",
+ "sequence_id": 0.0,
+ "standard": 1,
+ "title": "ERPNext Integrations"
+}

erpnext/hooks.py

@@ -70,6 +70,8 @@ after_install = "erpnext.setup.install.after_install"
 after_app_install = "erpnext.setup.install.after_app_install"
 after_app_uninstall = "erpnext.setup.install.after_app_uninstall"
 
+before_tests = "erpnext.tests.utils.bootstrap_test_data"
+
 boot_session = "erpnext.startup.boot.boot_session"
 notification_config = "erpnext.startup.notifications.get_notification_config"
 get_help_messages = "erpnext.utilities.activation.get_help_messages"

erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py

@@ -18,25 +18,6 @@ class TestMaintenanceSchedule(ERPNextTestSuite):
 	def setUp(self):
 		self.load_test_records("Stock Entry")
 
-	@classmethod
-	def make_sales_person(cls):
-		records = [
-			{
-				"doctype": "Sales Person",
-				"is_group": 0,
-				"parent_sales_person": "Sales Team",
-				"sales_person_name": "_Test Sales Person",
-			},
-		]
-		cls.sales_person = []
-		for x in records:
-			if not frappe.db.exists("Sales Person", {"sales_person_name": x.get("sales_person_name")}):
-				cls.sales_person.append(frappe.get_doc(x).insert())
-			else:
-				cls.sales_person.append(
-					frappe.get_doc("Sales Person", {"sales_person_name": x.get("sales_person_name")})
-				)
-
 	def test_events_should_be_created_and_deleted(self):
 		ms = make_maintenance_schedule()
 		ms.generate_schedule()

erpnext/maintenance/doctype/maintenance_visit/test_maintenance_visit.py

@@ -9,7 +9,7 @@ from erpnext.tests.utils import ERPNextTestSuite
 
 class TestMaintenanceVisit(ERPNextTestSuite):
 	def setUp(self):
-		self.sales_person = make_sales_person("_Test Maintenance Service Person")
+		self.sales_person = frappe.get_doc("Sales Person", "_Test Sales Person")
 
 	def make_warranty_claim(self):
 		# Warranty Claim is not submittable; it provides a real target for the
@@ -129,14 +129,6 @@ class TestMaintenanceVisit(ERPNextTestSuite):
 		self.assertIsNone(claim.resolution_date)
 
 
-def make_sales_person(name):
-	sales_person = frappe.get_doc({"doctype": "Sales Person", "sales_person_name": name})
-	sales_person.insert(ignore_if_duplicate=True)
-	if not sales_person.name:
-		sales_person = frappe.get_doc("Sales Person", {"sales_person_name": name})
-	return sales_person
-
-
 def make_maintenance_visit():
 	mv = frappe.new_doc("Maintenance Visit")
 	mv.company = "_Test Company"
@@ -144,8 +136,6 @@ def make_maintenance_visit():
 	mv.mntc_date = today()
 	mv.completion_status = "Partially Completed"
 
-	sales_person = make_sales_person("Dwight Schrute")
-
 	mv.append(
 		"purposes",
 		{
@@ -153,7 +143,7 @@ def make_maintenance_visit():
 			"sales_person": "Sales Team",
 			"description": "Test Item",
 			"work_done": "Test Work Done",
-			"service_person": sales_person.name,
+			"service_person": "_Test Sales Person",
 		},
 	)
 	mv.insert(ignore_permissions=True)

erpnext/maintenance/sidebar/maintenance/maintenance.json

@@ -0,0 +1,78 @@
+{
+ "app": "erpnext",
+ "creation": "2026-08-16 00:00:00.000000",
+ "docstatus": 0,
+ "doctype": "Sidebar",
+ "header_icon": "wrench",
+ "idx": 0,
+ "items": [
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Maintenance Schedule",
+   "link_to": "Maintenance Schedule",
+   "link_type": "DocType",
+   "open_in_new_tab": 1,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Maintenance Visit",
+   "link_to": "Maintenance Visit",
+   "link_type": "DocType",
+   "open_in_new_tab": 1,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "added": 0,
+   "child": 0,
+   "collapsible": 1,
+   "hidden": 0,
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Reports",
+   "link_type": "DocType",
+   "open_in_new_tab": 1,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "added": 0,
+   "child": 1,
+   "collapsible": 1,
+   "hidden": 0,
+   "icon": "table",
+   "indent": 0,
+   "is_default_module": 0,
+   "keep_closed": 0,
+   "label": "Maintenance Schedules",
+   "link_to": "Maintenance Schedules",
+   "link_type": "Report",
+   "open_in_new_tab": 1,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "modified": "2026-08-16 00:00:00.000000",
+ "modified_by": "Administrator",
+ "module": "Maintenance",
+ "name": "Maintenance",
+ "owner": "Administrator",
+ "sequence_id": 0.0,
+ "standard": 1,
+ "title": "Maintenance"
+}

erpnext/manufacturing/doctype/bom/bom.js

@@ -1116,13 +1116,6 @@ frappe.ui.form.on("BOM", {
 							doc.qty = 1.0;
 							this.grid.set_value("qty", 1.0, doc);
 						},
-						get_query() {
-							return {
-								filters: {
-									name: ["!=", row.finished_good],
-								},
-							};
-						},
 					},
 					{
 						label: __("Qty"),

erpnext/manufacturing/doctype/bom/bom.py

@@ -339,6 +339,7 @@ class BOM(WebsiteGenerator):
 		self.validate_uoms()
 		self.set_default_uom()
 		self.validate_semi_finished_goods()
+		self.validate_batch_split_operations()
 		self.validate_secondary_items()
 		self.set_fg_cost_allocation()
 		self.validate_total_cost_allocation()
@@ -395,6 +396,36 @@ class BOM(WebsiteGenerator):
 				),
 			)
 
+	def validate_batch_split_operations(self):
+		for row in self.operations:
+			if not row.get("batch_split"):
+				continue
+
+			if not self.track_semi_finished_goods:
+				frappe.throw(
+					_(
+						"Row #{0}: Batch Split is only supported when 'Track Semi Finished Goods' is enabled."
+					).format(row.idx)
+				)
+
+			if flt(row.weight_per_piece) <= 0:
+				frappe.throw(
+					_("Row #{0}: Weight Per Piece is required for the Batch Split operation {1}.").format(
+						row.idx, bold(row.operation)
+					)
+				)
+
+			if row.finished_good:
+				item_details = frappe.get_cached_value(
+					"Item", row.finished_good, ["has_batch_no", "create_new_batch"], as_dict=1
+				)
+				if not item_details.has_batch_no or not item_details.create_new_batch:
+					frappe.throw(
+						_(
+							"Row #{0}: The item {1} must have 'Has Batch No' and 'Automatically Create New Batch' enabled as the operation {2} is marked as Batch Split."
+						).format(row.idx, bold(row.finished_good), bold(row.operation))
+					)
+
 	def validate_secondary_items(self):
 		for item in self.secondary_items:
 			if not item.is_legacy and item.item_code == self.item:

erpnext/manufacturing/doctype/bom_operation/bom_operation.json

@@ -22,6 +22,8 @@
   "is_final_finished_good",
   "set_cost_based_on_bom_qty",
   "quality_inspection_required",
+  "batch_split",
+  "weight_per_piece",
   "warehouse_section",
   "skip_material_transfer",
   "backflush_from_wip_warehouse",
@@ -302,13 +304,30 @@
    "fieldname": "quality_inspection_required",
    "fieldtype": "Check",
    "label": "Quality Inspection Required"
+  },
+  {
+   "default": "0",
+   "depends_on": "eval:parent.track_semi_finished_goods === 1",
+   "description": "On completion of the Job Card, split the consumed batch into one child batch per finished piece",
+   "fieldname": "batch_split",
+   "fieldtype": "Check",
+   "label": "Batch Split"
+  },
+  {
+   "depends_on": "eval:doc.batch_split",
+   "description": "Produced quantity is split into one batch per this many units of the finished good",
+   "fieldname": "weight_per_piece",
+   "fieldtype": "Float",
+   "label": "Weight Per Piece",
+   "mandatory_depends_on": "eval:doc.batch_split",
+   "non_negative": 1
   }
  ],
  "idx": 1,
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2026-08-08 12:00:00.000000",
+ "modified": "2026-08-28 18:00:00.000000",
  "modified_by": "Administrator",
  "module": "Manufacturing",
  "name": "BOM Operation",

erpnext/manufacturing/doctype/bom_operation/bom_operation.py

@@ -19,6 +19,7 @@ class BOMOperation(Document):
 		base_hour_rate: DF.Currency
 		base_operating_cost: DF.Currency
 		batch_size: DF.Float
+		batch_split: DF.Check
 		bom_no: DF.Link | None
 		cost_per_unit: DF.Float
 		description: DF.TextEditor | None
@@ -41,6 +42,7 @@ class BOMOperation(Document):
 		skip_material_transfer: DF.Check
 		source_warehouse: DF.Link | None
 		time_in_mins: DF.Float
+		weight_per_piece: DF.Float
 		wip_warehouse: DF.Link | None
 		workstation: DF.Link | None
 		workstation_type: DF.Link | None

erpnext/manufacturing/doctype/job_card/job_card.json

@@ -27,6 +27,8 @@
   "finished_good",
   "column_break_mcnb",
   "semi_fg_bom",
+  "batch_split",
+  "weight_per_piece",
   "section_break_folk",
   "pending_qty",
   "column_break_cyjw",
@@ -551,6 +553,20 @@
    "options": "BOM",
    "read_only": 1
   },
+  {
+   "default": "0",
+   "fieldname": "batch_split",
+   "fieldtype": "Check",
+   "label": "Batch Split",
+   "read_only": 1
+  },
+  {
+   "depends_on": "eval:doc.batch_split",
+   "fieldname": "weight_per_piece",
+   "fieldtype": "Float",
+   "label": "Weight Per Piece",
+   "read_only": 1
+  },
   {
    "default": "0",
    "depends_on": "eval:!doc.is_corrective_job_card",
@@ -700,7 +716,7 @@
  "grid_page_length": 50,
  "is_submittable": 1,
  "links": [],
- "modified": "2026-08-12 15:28:19.126628",
+ "modified": "2026-08-28 12:00:00.000000",
  "modified_by": "Administrator",
  "module": "Manufacturing",
  "name": "Job Card",

erpnext/manufacturing/doctype/job_card/job_card.py

@@ -85,6 +85,7 @@ class JobCard(Document):
 		amended_from: DF.Link | None
 		backflush_from_wip_warehouse: DF.Check
 		barcode: DF.Barcode | None
+		batch_split: DF.Check
 		batch_no: DF.Link | None
 		bom_no: DF.Link | None
 		company: DF.Link
@@ -141,6 +142,7 @@ class JobCard(Document):
 		time_required: DF.Float
 		total_completed_qty: DF.Float
 		total_time_in_mins: DF.Float
+		weight_per_piece: DF.Float
 		track_semi_finished_goods: DF.Check
 		transferred_qty: DF.Float
 		wip_warehouse: DF.Link | None

erpnext/manufacturing/doctype/job_card/test_job_card.py

@@ -1796,6 +1796,133 @@ class TestJobCard(ERPNextTestSuite):
 			8,
 		)
 
+	def test_batch_split_operation_creates_child_batches(self):
+		from erpnext.manufacturing.doctype.operation.test_operation import make_operation
+		from erpnext.stock.doctype.item.test_item import make_item
+		from erpnext.stock.doctype.serial_and_batch_bundle.test_serial_and_batch_bundle import (
+			get_batch_from_bundle,
+		)
+
+		original_value = frappe.db.get_single_value(
+			"Stock Settings", "auto_create_serial_and_batch_bundle_for_outward"
+		)
+		frappe.db.set_single_value("Stock Settings", "auto_create_serial_and_batch_bundle_for_outward", 1)
+		self.addCleanup(
+			frappe.db.set_single_value,
+			"Stock Settings",
+			"auto_create_serial_and_batch_bundle_for_outward",
+			original_value,
+		)
+
+		warehouse = "Stores - _TC"
+		rm = make_item(
+			"Batch Split Rod KG",
+			{
+				"is_stock_item": 1,
+				"has_batch_no": 1,
+				"create_new_batch": 1,
+				"batch_number_series": "BS-ROD-KG-.####",
+			},
+		).name
+		fg = make_item(
+			"Batch Split Rod PC",
+			{
+				"is_stock_item": 1,
+				"has_batch_no": 1,
+				"create_new_batch": 1,
+				"batch_number_series": "BS-ROD-PC-.####",
+			},
+		).name
+
+		fg_bom = frappe.new_doc(
+			"BOM",
+			company="_Test Company",
+			item=fg,
+			quantity=1,
+			with_operations=1,
+			track_semi_finished_goods=1,
+		)
+		fg_bom.append("items", {"item_code": rm, "qty": 1, "operation_row_id": 1})
+
+		operation = {
+			"operation": "Batch Split Op A",
+			"workstation": "_Test Workstation A",
+			"finished_good": fg,
+			"finished_good_qty": 1,
+			"is_final_finished_good": 1,
+			"sequence_id": 1,
+			"time_in_mins": 60,
+			"source_warehouse": warehouse,
+			"fg_warehouse": warehouse,
+			"skip_material_transfer": 1,
+			"batch_split": 1,
+			"weight_per_piece": 10,
+		}
+		make_workstation(operation)
+		make_operation(operation)
+		fg_bom.append("operations", operation)
+		fg_bom.insert()
+		fg_bom.submit()
+
+		work_order = make_wo_order_test_record(
+			item=fg,
+			qty=50,
+			source_warehouse=warehouse,
+			fg_warehouse=warehouse,
+			bom_no=fg_bom.name,
+			skip_transfer=1,
+			do_not_save=True,
+		)
+		work_order.save()
+		work_order.submit()
+
+		self.assertEqual(work_order.operations[0].batch_split, 1)
+		self.assertEqual(flt(work_order.operations[0].weight_per_piece), 10.0)
+
+		source_entry = make_stock_entry(item_code=rm, target=warehouse, qty=100, basic_rate=100)
+		parent_batch = get_batch_from_bundle(source_entry.items[0].serial_and_batch_bundle)
+
+		job_card = frappe.get_doc(
+			"Job Card", frappe.db.get_value("Job Card", {"work_order": work_order.name}, "name")
+		)
+		self.assertEqual(job_card.batch_split, 1)
+
+		job_card.append(
+			"time_logs",
+			{"from_time": "2024-03-01 08:00:00", "to_time": "2024-03-01 09:00:00", "completed_qty": 50},
+		)
+		job_card.save()
+		job_card.submit()
+
+		manufacture_entry = frappe.get_doc(job_card.make_stock_entry_for_semi_fg_item())
+		manufacture_entry.submit()
+
+		rm_row = next(row for row in manufacture_entry.items if row.item_code == rm)
+		self.assertEqual(flt(rm_row.transfer_qty), 50.0)
+
+		fg_row = next(row for row in manufacture_entry.items if row.item_code == fg)
+		self.assertEqual(flt(fg_row.transfer_qty), 50.0)
+
+		entries = frappe.get_all(
+			"Serial and Batch Entry",
+			filters={"parent": fg_row.serial_and_batch_bundle},
+			fields=["batch_no", "qty"],
+		)
+
+		self.assertEqual(len(entries), 5)
+		for entry in entries:
+			self.assertEqual(flt(entry.qty), 10.0)
+			self.assertTrue(entry.batch_no.startswith("BS-ROD-PC-"))
+			self.assertEqual(frappe.db.get_value("Batch", entry.batch_no, "parent_batch"), parent_batch)
+
+		manufacture_entry.reload()
+		manufacture_entry.cancel()
+
+		for entry in entries:
+			self.assertTrue(frappe.db.exists("Batch", entry.batch_no))
+
+		self.assertTrue(frappe.db.exists("Batch", parent_batch))
+
 	def test_semi_fg_pending_qty_is_left_to_another_job_card(self):
 		from erpnext.manufacturing.doctype.operation.test_operation import make_operation
 		from erpnext.stock.doctype.item.test_item import make_item