fix: validate reverse GL entries on current date under immutable ledger (#56709)

* fix: validate reverse GL entries on current date under immutable ledger

When Immutable Ledger is enabled, the reverse GL entry is posted on the
current date, but the closed-period checks in make_reverse_gl_entries still
validate against the original (backdated) posting date. This blocks cancelling
a backdated voucher, such as a suspense Journal Entry for a migrated NPA loan,
with a books-closed error even though the reverse entry lands in an open period.

Validate both check_freezing_date and validate_against_pcv against the current
date when Immutable Ledger is enabled. When it is disabled, behaviour is
unchanged.

Follow-up to #55268.

* test: reset frozen till date after reverse entry test

The freeze date set on the company was not reset, so it leaked into the next
test which posts entries in that period. Reset it in a finally block.

* fix: prefer explicit posting_date under immutable ledger

Prefer the posting_date argument before frappe.form_dict and getdate, at both
the validation and the GL entry site, so an explicit date passed by the caller
is honoured and validation still matches the posted date.

erpnext/accounts/doctype/gl_entry/gl_entry.py

@@ -471,6 +471,25 @@ def on_doctype_update():
 	frappe.db.add_index("GL Entry", ["posting_date", "company"])
 	frappe.db.add_index("GL Entry", ["party_type", "party"])
 
+	if frappe.db.db_type == "postgres":
+		# Postgres-only partial/covering indexes for the financial reports (General Ledger, Trial
+		# Balance, Balance Sheet, P&L), which always filter `is_cancelled = 0` and scope by company.
+		# `where`/`include` are no-ops on MariaDB and its optimizer ignores these anyway, so they are
+		# added only on postgres to avoid dead write overhead on this insert-hot table.
+		frappe.db.add_index(
+			"GL Entry",
+			["company", "posting_date", "account"],
+			index_name="gle_active_detail",
+			where="is_cancelled = 0",
+		)
+		frappe.db.add_index(
+			"GL Entry",
+			["company", "account", "posting_date"],
+			index_name="gle_active_cover",
+			where="is_cancelled = 0",
+			include=["debit", "credit"],
+		)
+
 
 def rename_gle_sle_docs():
 	for doctype in ["GL Entry", "Stock Ledger Entry"]:

erpnext/accounts/doctype/period_closing_voucher/test_period_closing_voucher.py

@@ -360,12 +360,15 @@ class TestPeriodClosingVoucher(ERPNextTestSuite):
 
 		self.make_period_closing_voucher(posting_date="2021-03-31")
 
-		# Passed posting_date is after PCV end date, so cancellation should not fail.
-		make_reverse_gl_entries(
-			voucher_type="Journal Entry",
-			voucher_no=jv.name,
-			posting_date="2022-01-01",
-		)
+		frappe.db.set_value("Company", "Test PCV Company", "accounts_frozen_till_date", "2021-12-31")
+
+		try:
+			make_reverse_gl_entries(
+				voucher_type="Journal Entry",
+				voucher_no=jv.name,
+			)
+		finally:
+			frappe.db.set_value("Company", "Test PCV Company", "accounts_frozen_till_date", None)
 
 		totals_after_cancel = frappe.get_all(
 			"GL Entry",

erpnext/accounts/general_ledger.py

@@ -640,13 +640,15 @@ def make_reverse_gl_entries(
 			partial_cancel=partial_cancel,
 		)
 		validate_accounting_period(gl_entries)
-		check_freezing_date(gl_entries[0]["posting_date"], gl_entries[0]["company"], adv_adj)
 
 		is_opening = any(d.get("is_opening") == "Yes" for d in gl_entries)
 
-		# For reverse entries, use the posting_date parameter if provided and valid
-		# Otherwise fall back to original posting_date
-		validation_date = posting_date if posting_date else gl_entries[0]["posting_date"]
+		if immutable_ledger_enabled:
+			validation_date = posting_date or frappe.form_dict.get("posting_date") or getdate()
+		else:
+			validation_date = posting_date if posting_date else gl_entries[0]["posting_date"]
+
+		check_freezing_date(validation_date, gl_entries[0]["company"], adv_adj)
 		validate_against_pcv(is_opening, validation_date, gl_entries[0]["company"])
 
 		if partial_cancel:
@@ -715,7 +717,7 @@ def make_reverse_gl_entries(
 
 			if immutable_ledger_enabled:
 				new_gle["is_cancelled"] = 0
-				new_gle["posting_date"] = frappe.form_dict.get("posting_date") or getdate()
+				new_gle["posting_date"] = posting_date or frappe.form_dict.get("posting_date") or getdate()
 			elif posting_date:
 				new_gle["posting_date"] = posting_date
 

erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py

@@ -582,12 +582,7 @@ def prepare_data(accounts, start_date, end_date, balance_must_be, companies, com
 				total += flt(row[company])
 
 		row["has_value"] = has_value
-		# when accumulating into the group company, that company's column already consolidates its
-		# descendants, so summing every company column would double-count; use the group total directly.
-		if filters.get("accumulated_in_group_company"):
-			row["total"] = flt(row.get(filters.company, 0.0), 3)
-		else:
-			row["total"] = total
+		row["total"] = total
 
 		data.append(row)
 

erpnext/accounts/report/consolidated_financial_statement/test_consolidated_financial_statement.py

@@ -1,118 +0,0 @@
-# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
-# See license.txt
-
-import frappe
-from frappe.utils import flt, today
-
-from erpnext.accounts.report.consolidated_financial_statement.consolidated_financial_statement import (
-	execute,
-)
-from erpnext.accounts.utils import get_fiscal_year
-from erpnext.tests.utils import ERPNextTestSuite
-
-PARENT_COMPANY = "Parent Group Company India"
-CHILD_COMPANY = "Child Company India"
-
-
-class TestConsolidatedFinancialStatement(ERPNextTestSuite):
-	"""Consolidation is exercised via the bootstrap group of companies
-	(`Parent Group Company India` with child `Child Company India`). Income and
-	expense posted in the child company must surface in the report that is run
-	for the parent (group) company."""
-
-	def setUp(self):
-		self.fiscal_year = get_fiscal_year(today(), company=PARENT_COMPANY)[0]
-
-	def run_report(self, **extra):
-		filters = frappe._dict(
-			{
-				"company": PARENT_COMPANY,
-				"filter_based_on": "Fiscal Year",
-				"from_fiscal_year": self.fiscal_year,
-				"to_fiscal_year": self.fiscal_year,
-				"periodicity": "Yearly",
-				"include_default_book_entries": 1,
-			}
-		)
-		filters.update(extra)
-		return execute(filters)[1]
-
-	def post_journal_entry(self, debit_account, credit_account, amount):
-		je = frappe.new_doc("Journal Entry")
-		je.posting_date = today()
-		je.company = CHILD_COMPANY
-		je.set(
-			"accounts",
-			[
-				{"account": debit_account, "debit_in_account_currency": amount},
-				{"account": credit_account, "credit_in_account_currency": amount},
-			],
-		)
-		je.save()
-		je.submit()
-		return je
-
-	def get_row(self, data, account_name_fragment):
-		for row in data:
-			if account_name_fragment in str(row.get("account_name") or ""):
-				return row
-		return None
-
-	def test_profit_and_loss_reflects_child_company_income(self):
-		amount = 7000
-		self.post_journal_entry("Cash - CCI", "Sales - CCI", amount)
-
-		data = self.run_report(report="Profit and Loss Statement", accumulated_in_group_company=0)
-
-		self.assertTrue(data, "Report returned no rows")
-
-		# child's Sales account is mapped onto the parent chart (Sales - PGCI)
-		sales_row = self.get_row(data, "Sales")
-		self.assertIsNotNone(sales_row, "Sales row missing from consolidated P&L")
-		self.assertEqual(flt(sales_row.get(CHILD_COMPANY)), amount)
-
-		total_income_row = self.get_row(data, "Total Income (Credit)")
-		self.assertIsNotNone(total_income_row, "Total Income row missing")
-		self.assertGreaterEqual(flt(total_income_row.get("total")), amount)
-
-	def test_profit_and_loss_reflects_child_company_expense(self):
-		amount = 3000
-		self.post_journal_entry("Marketing Expenses - CCI", "Cash - CCI", amount)
-
-		data = self.run_report(report="Profit and Loss Statement", accumulated_in_group_company=0)
-
-		expense_row = self.get_row(data, "Marketing Expenses")
-		self.assertIsNotNone(expense_row, "Marketing Expenses row missing from consolidated P&L")
-		self.assertEqual(flt(expense_row.get(CHILD_COMPANY)), amount)
-
-		total_expense_row = self.get_row(data, "Total Expense (Debit)")
-		self.assertIsNotNone(total_expense_row, "Total Expense row missing")
-		self.assertGreaterEqual(flt(total_expense_row.get("total")), amount)
-
-	def test_accumulated_in_group_company_rolls_up_to_parent(self):
-		"""With `accumulated_in_group_company`, the child's amount is also
-		accumulated into the parent company column."""
-		amount = 5000
-		self.post_journal_entry("Cash - CCI", "Sales - CCI", amount)
-
-		data = self.run_report(report="Profit and Loss Statement", accumulated_in_group_company=1)
-
-		sales_row = self.get_row(data, "Sales")
-		self.assertIsNotNone(sales_row)
-		self.assertEqual(flt(sales_row.get(CHILD_COMPANY)), amount)
-		# parent column picks up the child value when accumulated
-		self.assertEqual(flt(sales_row.get(PARENT_COMPANY)), amount)
-		# the total must equal the consolidated (group) value, not the sum of parent + child columns
-		self.assertEqual(flt(sales_row.get("total")), amount)
-
-	def test_balance_sheet_executes_and_returns_rows(self):
-		# posting income leaves a balancing entry in the child's Cash (Asset) account
-		amount = 4000
-		self.post_journal_entry("Cash - CCI", "Sales - CCI", amount)
-
-		data = self.run_report(report="Balance Sheet", accumulated_in_group_company=0)
-
-		self.assertTrue(data, "Balance Sheet returned no rows")
-		cash_row = self.get_row(data, "Cash")
-		self.assertIsNotNone(cash_row, "Cash asset row missing from consolidated Balance Sheet")
-		self.assertGreaterEqual(flt(cash_row.get(CHILD_COMPANY)), amount)

erpnext/accounts/report/delivered_items_to_be_billed/test_delivered_items_to_be_billed.py

@@ -0,0 +1,89 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.accounts.report.delivered_items_to_be_billed.delivered_items_to_be_billed import execute
+from erpnext.stock.doctype.delivery_note.mapper import make_sales_invoice
+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
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestDeliveredItemsToBeBilled(ERPNextTestSuite):
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"posting_date": "2026-06-30",
+			}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def stock_up_item(self):
+		make_stock_entry(
+			item_code="_Test Item",
+			target="Stores - _TC",
+			qty=20,
+			basic_rate=100,
+			posting_date="2026-05-25",
+		)
+
+	def test_unbilled_delivery_note_appears(self):
+		self.stock_up_item()
+		dn = create_delivery_note(
+			item_code="_Test Item",
+			warehouse="Stores - _TC",
+			qty=5,
+			rate=300,
+			customer="_Test Customer",
+			posting_date="2026-06-01",
+		)
+
+		rows = self.run_report(delivery_note=dn.name)
+		self.assertEqual(len(rows), 1)
+
+		row = rows[0]
+		self.assertEqual(row.name, dn.name)
+		self.assertEqual(row.customer, "_Test Customer")
+		self.assertEqual(row.item_code, "_Test Item")
+		self.assertEqual(row.amount, 1500)
+		self.assertEqual(row.billed_amount, 0)
+		self.assertEqual(row.returned_amount, 0)
+		self.assertEqual(row.pending_amount, 1500)
+
+	def test_fully_billed_delivery_note_drops_out(self):
+		self.stock_up_item()
+		dn = create_delivery_note(
+			item_code="_Test Item",
+			warehouse="Stores - _TC",
+			qty=5,
+			rate=300,
+			customer="_Test Customer",
+			posting_date="2026-06-01",
+		)
+
+		self.assertEqual(len(self.run_report(delivery_note=dn.name)), 1)
+
+		si = make_sales_invoice(dn.name)
+		si.posting_date = "2026-06-02"
+		si.set_posting_time = 1
+		si.insert()
+		si.submit()
+
+		self.assertEqual(self.run_report(delivery_note=dn.name), [])
+
+	def test_date_filter_excludes_later_delivery_notes(self):
+		self.stock_up_item()
+		dn = create_delivery_note(
+			item_code="_Test Item",
+			warehouse="Stores - _TC",
+			qty=5,
+			rate=300,
+			customer="_Test Customer",
+			posting_date="2026-07-15",
+		)
+
+		rows = self.run_report(delivery_note=dn.name, posting_date="2026-06-30")
+		self.assertEqual(rows, [])

erpnext/accounts/report/invalid_ledger_entries/invalid_ledger_entries.py

@@ -84,7 +84,8 @@ def build_query_filters(filters: dict | None = None) -> list:
 	qb_filters = []
 	if filters:
 		if filters.account:
-			qb_filters.append(qb.Field("account").isin(filters.account))
+			accounts = filters.account if isinstance(filters.account, list | tuple) else [filters.account]
+			qb_filters.append(qb.Field("account").isin(accounts))
 
 		if filters.voucher_no:
 			qb_filters.append(qb.Field("voucher_no").eq(filters.voucher_no))

erpnext/accounts/report/invalid_ledger_entries/test_invalid_ledger_entries.py

@@ -0,0 +1,152 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe import qb
+
+from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
+from erpnext.accounts.report.invalid_ledger_entries.invalid_ledger_entries import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestInvalidLedgerEntries(ERPNextTestSuite):
+	"""Tests for the Invalid Ledger Entries integrity report.
+
+	The report flags vouchers that still have *active* ledger entries
+	(GL Entry with is_cancelled=0 or Payment Ledger Entry with delinked=0)
+	in the given period, but whose source voucher document is no longer
+	submitted (docstatus != 1). Such orphaned ledgers indicate corruption.
+	"""
+
+	def setUp(self):
+		self.company = "_Test Company"
+		self.debit_account = "_Test Bank - _TC"
+		self.credit_account = "_Test Cash - _TC"
+		self.from_date = "2026-01-01"
+		self.to_date = "2026-12-31"
+		self.posting_date = "2026-06-01"
+
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": self.company,
+				"from_date": self.from_date,
+				"to_date": self.to_date,
+			}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def make_submitted_jv(self):
+		return make_journal_entry(
+			self.debit_account,
+			self.credit_account,
+			amount=500,
+			posting_date=self.posting_date,
+			company=self.company,
+			submit=True,
+		)
+
+	def test_healthy_voucher_not_flagged(self):
+		"""A normal balanced, submitted Journal Entry must NOT be flagged."""
+		jv = self.make_submitted_jv()
+
+		# It genuinely posted active GL entries, so it is in scope of the scan.
+		self.assertTrue(
+			frappe.db.exists(
+				"GL Entry",
+				{"voucher_no": jv.name, "is_cancelled": 0, "company": self.company},
+			)
+		)
+
+		flagged = {row.get("voucher_no") for row in self.run_report()}
+		self.assertNotIn(jv.name, flagged)
+
+	def test_orphaned_gl_entries_flagged(self):
+		"""A voucher whose document was set non-submitted while its GL entries
+		remain active (is_cancelled=0) must be flagged as invalid."""
+		jv = self.make_submitted_jv()
+
+		# Corrupt the state: mark the source document as cancelled (docstatus=2)
+		# without cancelling/removing its GL Entries. This is the exact orphaned
+		# ledger condition the report detects.
+		frappe.db.set_value("Journal Entry", jv.name, "docstatus", 2, update_modified=False)
+
+		data = self.run_report()
+
+		matching = [
+			row
+			for row in data
+			if row.get("voucher_no") == jv.name and row.get("voucher_type") == "Journal Entry"
+		]
+		self.assertEqual(len(matching), 1, "Orphaned voucher should be flagged exactly once")
+		self.assertEqual(matching[0]["voucher_type"], "Journal Entry")
+		self.assertEqual(matching[0]["voucher_no"], jv.name)
+
+	def test_voucher_no_filter_scopes_scan(self):
+		"""The voucher_no filter must restrict the scan to that voucher only."""
+		orphan = self.make_submitted_jv()
+		other = self.make_submitted_jv()
+		frappe.db.set_value("Journal Entry", orphan.name, "docstatus", 2, update_modified=False)
+		frappe.db.set_value("Journal Entry", other.name, "docstatus", 2, update_modified=False)
+
+		flagged = {row.get("voucher_no") for row in self.run_report(voucher_no=orphan.name)}
+		self.assertIn(orphan.name, flagged)
+		self.assertNotIn(other.name, flagged)
+
+	def test_account_filter_scopes_scan(self):
+		"""The account filter (a MultiSelectList, so a list) must restrict the
+		scan to vouchers touching one of the given accounts."""
+		orphan = self.make_submitted_jv()
+		frappe.db.set_value("Journal Entry", orphan.name, "docstatus", 2, update_modified=False)
+
+		# Filtering on an account the voucher touches -> flagged.
+		flagged = {row.get("voucher_no") for row in self.run_report(account=[self.debit_account])}
+		self.assertIn(orphan.name, flagged)
+
+		# Filtering on an unrelated account -> not in scope.
+		unrelated = "Creditors - _TC"
+		flagged = {row.get("voucher_no") for row in self.run_report(account=[unrelated])}
+		self.assertNotIn(orphan.name, flagged)
+
+	def test_account_filter_accepts_a_scalar(self):
+		"""A scalar (non-list) account filter must not crash the query."""
+		orphan = self.make_submitted_jv()
+		frappe.db.set_value("Journal Entry", orphan.name, "docstatus", 2, update_modified=False)
+
+		flagged = {row.get("voucher_no") for row in self.run_report(account=self.debit_account)}
+		self.assertIn(orphan.name, flagged)
+
+	def test_period_filter_excludes_out_of_range(self):
+		"""Vouchers posted outside the from/to window must not be scanned."""
+		orphan = self.make_submitted_jv()
+		frappe.db.set_value("Journal Entry", orphan.name, "docstatus", 2, update_modified=False)
+
+		flagged = {
+			row.get("voucher_no") for row in self.run_report(from_date="2025-01-01", to_date="2025-12-31")
+		}
+		self.assertNotIn(orphan.name, flagged)
+
+	def test_cancelled_gl_entries_not_flagged(self):
+		"""If the ledger entries are properly cancelled (is_cancelled=1), the
+		voucher is out of scope even when its document is non-submitted."""
+		jv = self.make_submitted_jv()
+
+		gle = qb.DocType("GL Entry")
+		qb.update(gle).set(gle.is_cancelled, 1).where(gle.voucher_no == jv.name).run()
+		frappe.db.set_value("Journal Entry", jv.name, "docstatus", 2, update_modified=False)
+
+		flagged = {row.get("voucher_no") for row in self.run_report()}
+		self.assertNotIn(jv.name, flagged)
+
+	def test_missing_filters_raises(self):
+		"""validate_filters must guard mandatory inputs."""
+		self.assertRaises(frappe.ValidationError, execute, None)
+
+		bad = frappe._dict({"from_date": self.from_date, "to_date": self.to_date})
+		self.assertRaises(frappe.ValidationError, execute, bad)
+
+		reversed_dates = frappe._dict(
+			{"company": self.company, "from_date": self.to_date, "to_date": self.from_date}
+		)
+		self.assertRaises(frappe.ValidationError, execute, reversed_dates)

erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.py

@@ -21,6 +21,8 @@ def execute(filters=None):
 	entries = get_entries(filters)
 	invoice_details = get_invoice_posting_date_map(filters)
 
+	report = ReceivablePayableReport(filters)
+
 	data = []
 	for d in entries:
 		invoice = invoice_details.get(d.against_voucher_no) or frappe._dict()
@@ -29,7 +31,9 @@ def execute(filters=None):
 		d.update({"range1": 0, "range2": 0, "range3": 0, "range4": 0, "outstanding": payment_amount})
 
 		if d.against_voucher_no:
-			ReceivablePayableReport(filters).get_ageing_data(invoice.posting_date, d)
+			# age the payment by how long after the invoice it was made (payment date - invoice date)
+			report.age_as_on = getdate(d.posting_date)
+			report.get_ageing_data(invoice.posting_date, d)
 
 		row = [
 			d.voucher_type,

erpnext/accounts/report/payment_period_based_on_invoice_date/test_payment_period_based_on_invoice_date.py

@@ -0,0 +1,122 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import getdate
+
+from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry
+from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
+from erpnext.accounts.report.payment_period_based_on_invoice_date.payment_period_based_on_invoice_date import (
+	execute,
+)
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestPaymentPeriodBasedOnInvoiceDate(ERPNextTestSuite):
+	"""Depth tests for the Payment Period Based On Invoice Date report.
+
+	The report lists Payment Ledger Entries against invoices and buckets the paid
+	amount by the payment period -- how long after the invoice the payment was made
+	(payment date - invoice date) -- into ranges: range1 (0-30), range2 (30-60),
+	range3 (60-90), range4 (90 Above).
+	"""
+
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"payment_type": "Incoming",
+				"party_type": "Customer",
+				"from_date": "2026-01-01",
+				"to_date": "2026-12-31",
+			}
+		)
+		filters.update(extra)
+		return execute(filters)
+
+	def find_payment_row(self, data, payment_name):
+		# Row shape (positional): payment_document, payment_entry(voucher_no),
+		# party_type, party, posting_date, invoice(against_voucher_no),
+		# invoice_posting_date, due_date, amount, remarks, age,
+		# range1, range2, range3, range4, [delay_in_payment]
+		for row in data:
+			if row[1] == payment_name:
+				return row
+		return None
+
+	def pay_invoice(self, invoice, payment_date):
+		pe = get_payment_entry("Sales Invoice", invoice.name)
+		pe.posting_date = payment_date
+		pe.reference_no = "1"
+		pe.reference_date = payment_date
+		pe.submit()
+		return pe
+
+	def test_paid_amount_lands_in_0_30_bucket(self):
+		# invoice 2026-06-01, paid 2026-06-20 -> 19 days after -> 0-30 bucket
+		invoice = create_sales_invoice(customer="_Test Customer", rate=1000, posting_date="2026-06-01")
+		payment = self.pay_invoice(invoice, "2026-06-20")
+
+		columns, data = self.run_report()
+
+		row = self.find_payment_row(data, payment.name)
+		self.assertIsNotNone(row, "Payment row not found in report output")
+
+		# Positional assertions on the row shape.
+		self.assertEqual(row[2], "Customer")
+		self.assertEqual(row[4], getdate("2026-06-20"))  # payment posting date
+		self.assertEqual(row[5], invoice.name)  # against invoice
+		self.assertEqual(row[6], getdate("2026-06-01"))  # invoice posting date
+		self.assertEqual(row[8], 1000)  # amount
+		self.assertEqual(row[10], 19)  # age = payment date - invoice date
+
+		# Buckets: 0-30 filled, others empty.
+		self.assertEqual(row[11], 1000)  # range1 (0-30)
+		self.assertEqual(row[12], 0)  # range2 (30-60)
+		self.assertEqual(row[13], 0)  # range3 (60-90)
+		self.assertEqual(row[14], 0)  # range4 (90 Above)
+
+	def test_paid_amount_lands_in_30_60_bucket(self):
+		# invoice 2026-06-01, paid 2026-07-16 -> 45 days after -> 30-60 bucket
+		invoice = create_sales_invoice(customer="_Test Customer 1", rate=1000, posting_date="2026-06-01")
+		payment = self.pay_invoice(invoice, "2026-07-16")
+
+		columns, data = self.run_report()
+
+		row = self.find_payment_row(data, payment.name)
+		self.assertIsNotNone(row, "Payment row not found in report output")
+
+		self.assertEqual(row[8], 1000)  # amount
+		self.assertEqual(row[10], 45)  # age = payment date - invoice date
+		# Buckets: 30-60 filled, others empty.
+		self.assertEqual(row[11], 0)  # range1 (0-30)
+		self.assertEqual(row[12], 1000)  # range2 (30-60)
+		self.assertEqual(row[13], 0)  # range3 (60-90)
+		self.assertEqual(row[14], 0)  # range4 (90 Above)
+
+	def test_columns_expose_expected_age_buckets(self):
+		columns, _data = self.run_report()
+		labels_by_fieldname = {c["fieldname"]: c["label"] for c in columns}
+		self.assertEqual(labels_by_fieldname["range1"], "0-30")
+		self.assertEqual(labels_by_fieldname["range2"], "30-60")
+		self.assertEqual(labels_by_fieldname["range3"], "60-90")
+		self.assertEqual(labels_by_fieldname["range4"], "90 Above")
+		# Sales Invoice link for Incoming payments.
+		invoice_col = next(c for c in columns if c["fieldname"] == "invoice")
+		self.assertEqual(invoice_col["options"], "Sales Invoice")
+
+	def test_invalid_payment_type_party_type_combo_throws(self):
+		# Incoming + Supplier is invalid.
+		self.assertRaises(
+			frappe.ValidationError,
+			self.run_report,
+			payment_type="Incoming",
+			party_type="Supplier",
+		)
+		# Outgoing + Customer is invalid.
+		self.assertRaises(
+			frappe.ValidationError,
+			self.run_report,
+			payment_type="Outgoing",
+			party_type="Customer",
+		)

erpnext/accounts/report/purchase_invoice_trends/test_purchase_invoice_trends.py

@@ -0,0 +1,171 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
+from erpnext.accounts.report.purchase_invoice_trends.purchase_invoice_trends import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+FISCAL_YEAR = "_Test Fiscal Year 2026"
+COMPANY = "_Test Company"
+SUPPLIER = "_Test Supplier"
+ITEM = "_Test Item"
+POSTING_DATE = "2026-06-01"
+
+
+def make_dated_purchase_invoice(qty, rate):
+	# make_purchase_invoice ignores posting_date unless posting time is explicitly set, so build the
+	# invoice unsubmitted, pin the posting date, then submit to land it in the intended period bucket.
+	pi = make_purchase_invoice(
+		supplier=SUPPLIER, item_code=ITEM, qty=qty, rate=rate, posting_date=POSTING_DATE, do_not_submit=1
+	)
+	pi.set_posting_time = 1
+	pi.posting_date = POSTING_DATE
+	pi.submit()
+	return pi
+
+
+class TestPurchaseInvoiceTrends(ERPNextTestSuite):
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": COMPANY,
+				"fiscal_year": FISCAL_YEAR,
+				"period": "Yearly",
+				"based_on": "Item",
+			}
+		)
+		filters.update(extra)
+		columns, data = execute(filters)
+		labels = [c.split(":")[0] if isinstance(c, str) else c.get("label") for c in columns]
+		return labels, data
+
+	@staticmethod
+	def _cell(labels, row, label):
+		return row[labels.index(label)]
+
+	def _find_row(self, data, key):
+		for row in data:
+			if row and row[0] == key:
+				return row
+		return None
+
+	def test_yearly_item_qty_and_amount(self):
+		labels_before, data_before = self.run_report()
+		before = self._find_row(data_before, ITEM)
+
+		qty, rate = 4, 250
+		make_dated_purchase_invoice(qty, rate)
+
+		labels, data = self.run_report()
+		self.assertIn("Item", labels)
+		self.assertIn("Item Name", labels)
+		self.assertIn("Currency", labels)
+		self.assertIn("Total(Qty)", labels)
+		self.assertIn("Total(Amt)", labels)
+		# Yearly period bucket uses the fiscal year name as the label prefix
+		self.assertIn(f"{FISCAL_YEAR} (Qty)", labels)
+		self.assertIn(f"{FISCAL_YEAR} (Amt)", labels)
+
+		row = self._find_row(data, ITEM)
+		self.assertIsNotNone(row)
+
+		before_qty = self._cell(labels_before, before, f"{FISCAL_YEAR} (Qty)") if before else 0
+		before_amt = self._cell(labels_before, before, f"{FISCAL_YEAR} (Amt)") if before else 0
+		before_tqty = self._cell(labels_before, before, "Total(Qty)") if before else 0
+		before_tamt = self._cell(labels_before, before, "Total(Amt)") if before else 0
+
+		self.assertEqual(self._cell(labels, row, f"{FISCAL_YEAR} (Qty)") - before_qty, qty)
+		self.assertEqual(self._cell(labels, row, f"{FISCAL_YEAR} (Amt)") - before_amt, qty * rate)
+		self.assertEqual(self._cell(labels, row, "Total(Qty)") - before_tqty, qty)
+		self.assertEqual(self._cell(labels, row, "Total(Amt)") - before_tamt, qty * rate)
+
+	def test_monthly_bucket(self):
+		labels_before, data_before = self.run_report(period="Monthly")
+		before = self._find_row(data_before, ITEM)
+
+		qty, rate = 3, 100
+		make_dated_purchase_invoice(qty, rate)
+
+		labels, data = self.run_report(period="Monthly")
+		# posting_date 2026-06-01 -> June bucket
+		self.assertIn("Jun (Qty)", labels)
+		self.assertIn("Jun (Amt)", labels)
+
+		row = self._find_row(data, ITEM)
+		before_qty = self._cell(labels_before, before, "Jun (Qty)") if before else 0
+		before_tamt = self._cell(labels_before, before, "Total(Amt)") if before else 0
+
+		self.assertEqual(self._cell(labels, row, "Jun (Qty)") - before_qty, qty)
+		self.assertEqual(self._cell(labels, row, "Total(Amt)") - before_tamt, qty * rate)
+
+	def test_quarterly_bucket(self):
+		labels_before, data_before = self.run_report(period="Quarterly")
+		before = self._find_row(data_before, ITEM)
+
+		qty, rate = 2, 150
+		make_dated_purchase_invoice(qty, rate)
+
+		labels, data = self.run_report(period="Quarterly")
+		# 2026-06-01 falls in the Apr-Jun quarter
+		self.assertIn("Apr-Jun (Qty)", labels)
+		self.assertIn("Apr-Jun (Amt)", labels)
+
+		row = self._find_row(data, ITEM)
+		before_qty = self._cell(labels_before, before, "Apr-Jun (Qty)") if before else 0
+		before_amt = self._cell(labels_before, before, "Apr-Jun (Amt)") if before else 0
+
+		self.assertEqual(self._cell(labels, row, "Apr-Jun (Qty)") - before_qty, qty)
+		self.assertEqual(self._cell(labels, row, "Apr-Jun (Amt)") - before_amt, qty * rate)
+
+	def test_based_on_supplier(self):
+		labels_before, data_before = self.run_report(based_on="Supplier")
+		before = self._find_row(data_before, SUPPLIER)
+
+		qty, rate = 5, 200
+		make_dated_purchase_invoice(qty, rate)
+
+		labels, data = self.run_report(based_on="Supplier")
+		self.assertIn("Supplier", labels)
+		self.assertIn("Supplier Name", labels)
+		self.assertIn("Supplier Group", labels)
+
+		row = self._find_row(data, SUPPLIER)
+		self.assertIsNotNone(row)
+
+		before_tqty = self._cell(labels_before, before, "Total(Qty)") if before else 0
+		before_tamt = self._cell(labels_before, before, "Total(Amt)") if before else 0
+
+		self.assertEqual(self._cell(labels, row, "Total(Qty)") - before_tqty, qty)
+		self.assertEqual(self._cell(labels, row, "Total(Amt)") - before_tamt, qty * rate)
+
+	def test_group_by_item_under_supplier(self):
+		labels_before, data_before = self.run_report(based_on="Supplier", group_by="Item")
+		# group_by inserts an "Item" column; the item breakdown row carries the item key there
+		item_idx = labels_before.index("Item")
+		before = None
+		for r in data_before:
+			if r and r[0] != SUPPLIER and r[item_idx] == ITEM:
+				before = r
+				break
+
+		qty, rate = 6, 300
+		make_dated_purchase_invoice(qty, rate)
+
+		labels, data = self.run_report(based_on="Supplier", group_by="Item")
+		self.assertIn("Item", labels)
+
+		item_idx = labels.index("Item")
+		row = None
+		for r in data:
+			if r and r[0] != SUPPLIER and r[0] != "'Total'" and r[item_idx] == ITEM:
+				row = r
+				break
+		self.assertIsNotNone(row)
+
+		before_tqty = self._cell(labels_before, before, "Total(Qty)") if before else 0
+		before_tamt = self._cell(labels_before, before, "Total(Amt)") if before else 0
+
+		self.assertEqual(self._cell(labels, row, "Total(Qty)") - before_tqty, qty)
+		self.assertEqual(self._cell(labels, row, "Total(Amt)") - before_tamt, qty * rate)

erpnext/accounts/report/received_items_to_be_billed/test_received_items_to_be_billed.py

@@ -0,0 +1,101 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.accounts.report.received_items_to_be_billed.received_items_to_be_billed import execute
+from erpnext.stock.doctype.purchase_receipt.mapper import make_purchase_invoice as make_pi_from_pr
+from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestReceivedItemsToBeBilled(ERPNextTestSuite):
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"posting_date": "2026-06-30",
+			}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def get_row(self, data, purchase_receipt):
+		matches = [row for row in data if row.get("name") == purchase_receipt]
+		return matches[0] if matches else None
+
+	def test_unbilled_receipt_appears_with_pending_amount(self):
+		pr = make_purchase_receipt(
+			item_code="_Test Item",
+			qty=5,
+			rate=200,
+			supplier="_Test Supplier",
+			posting_date="2026-06-01",
+		)
+
+		row = self.get_row(self.run_report(), pr.name)
+
+		self.assertIsNotNone(row, "Unbilled Purchase Receipt should appear in the report")
+		self.assertEqual(row.get("supplier"), "_Test Supplier")
+		self.assertEqual(row.get("item_code"), "_Test Item")
+		self.assertEqual(row.get("amount"), 1000.0)
+		self.assertEqual(row.get("billed_amount"), 0.0)
+		self.assertEqual(row.get("returned_amount"), 0.0)
+		self.assertEqual(row.get("pending_amount"), 1000.0)
+
+	def test_billed_receipt_drops_out_of_report(self):
+		pr = make_purchase_receipt(
+			item_code="_Test Item",
+			qty=5,
+			rate=200,
+			supplier="_Test Supplier",
+			posting_date="2026-06-01",
+		)
+
+		self.assertIsNotNone(self.get_row(self.run_report(), pr.name))
+
+		pi = make_pi_from_pr(pr.name)
+		pi.set_posting_time = 1
+		pi.posting_date = "2026-06-02"
+		pi.submit()
+
+		self.assertIsNone(
+			self.get_row(self.run_report(), pr.name),
+			"Fully billed Purchase Receipt should no longer appear in the report",
+		)
+
+	def test_reference_field_filter_limits_to_single_receipt(self):
+		first_pr = make_purchase_receipt(
+			item_code="_Test Item",
+			qty=5,
+			rate=200,
+			supplier="_Test Supplier",
+			posting_date="2026-06-01",
+		)
+		second_pr = make_purchase_receipt(
+			item_code="_Test Item",
+			qty=3,
+			rate=100,
+			supplier="_Test Supplier",
+			posting_date="2026-06-01",
+		)
+
+		data = self.run_report(purchase_receipt=first_pr.name)
+
+		self.assertIsNotNone(self.get_row(data, first_pr.name))
+		self.assertIsNone(self.get_row(data, second_pr.name))
+
+	def test_posting_date_cutoff_excludes_later_receipts(self):
+		pr = make_purchase_receipt(
+			item_code="_Test Item",
+			qty=5,
+			rate=200,
+			supplier="_Test Supplier",
+			posting_date="2026-06-15",
+		)
+
+		self.assertIsNone(
+			self.get_row(self.run_report(posting_date="2026-06-01"), pr.name),
+			"Receipt dated after the cutoff should be excluded",
+		)
+		self.assertIsNotNone(self.get_row(self.run_report(posting_date="2026-06-30"), pr.name))

erpnext/accounts/report/sales_invoice_trends/test_sales_invoice_trends.py

@@ -0,0 +1,118 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
+from erpnext.accounts.report.sales_invoice_trends.sales_invoice_trends import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+FISCAL_YEAR = "_Test Fiscal Year 2026"
+POSTING_DATE = "2026-06-01"
+
+
+class TestSalesInvoiceTrends(ERPNextTestSuite):
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"fiscal_year": FISCAL_YEAR,
+				"based_on": "Item",
+				"period": "Yearly",
+			}
+		)
+		filters.update(extra)
+		columns, data = execute(filters)
+		labels = [c.split(":")[0] if isinstance(c, str) else c.get("label") for c in columns]
+		return labels, data
+
+	def _cell(self, data, key_label, key_value, col_label, labels):
+		"""Return the value at column `col_label` for the row whose first-column
+		value equals `key_value`, or 0 if that row does not exist yet."""
+		key_idx = labels.index(key_label)
+		col_idx = labels.index(col_label)
+		for row in data:
+			if row[key_idx] == key_value:
+				return row[col_idx] or 0
+		return 0
+
+	def test_yearly_item_amount_and_total(self):
+		# Yearly period => a single "<FY> (Qty)"/"(Amt)" bucket, plus Total(Qty)/Total(Amt).
+		labels, before = self.run_report()
+		qty_col = f"{FISCAL_YEAR} (Qty)"
+		amt_col = f"{FISCAL_YEAR} (Amt)"
+		before_qty = self._cell(before, "Item", "_Test Item", qty_col, labels)
+		before_amt = self._cell(before, "Item", "_Test Item", amt_col, labels)
+		before_tot_qty = self._cell(before, "Item", "_Test Item", "Total(Qty)", labels)
+		before_tot_amt = self._cell(before, "Item", "_Test Item", "Total(Amt)", labels)
+
+		create_sales_invoice(item="_Test Item", qty=4, rate=200, posting_date=POSTING_DATE)
+
+		labels, after = self.run_report()
+		self.assertEqual(self._cell(after, "Item", "_Test Item", qty_col, labels) - before_qty, 4)
+		self.assertEqual(self._cell(after, "Item", "_Test Item", amt_col, labels) - before_amt, 800)
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Total(Qty)", labels) - before_tot_qty, 4)
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Total(Amt)", labels) - before_tot_amt, 800)
+
+	def test_monthly_lands_in_june_bucket(self):
+		# Monthly period => one bucket per month; a 2026-06-01 invoice hits "Jun (Qty)"/"(Amt)".
+		labels, before = self.run_report(period="Monthly")
+		before_qty = self._cell(before, "Item", "_Test Item", "Jun (Qty)", labels)
+		before_amt = self._cell(before, "Item", "_Test Item", "Jun (Amt)", labels)
+		before_tot = self._cell(before, "Item", "_Test Item", "Total(Amt)", labels)
+
+		create_sales_invoice(item="_Test Item", qty=3, rate=100, posting_date=POSTING_DATE)
+
+		labels, after = self.run_report(period="Monthly")
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Jun (Qty)", labels) - before_qty, 3)
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Jun (Amt)", labels) - before_amt, 300)
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Total(Amt)", labels) - before_tot, 300)
+		# Nothing should leak into an unrelated month.
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Jan (Amt)", labels), 0)
+
+	def test_quarterly_lands_in_apr_jun_bucket(self):
+		# Quarterly period over a Jan-Dec fiscal year => Apr-Jun is the 2nd quarter; June lands there.
+		labels, before = self.run_report(period="Quarterly")
+		before_qty = self._cell(before, "Item", "_Test Item", "Apr-Jun (Qty)", labels)
+		before_amt = self._cell(before, "Item", "_Test Item", "Apr-Jun (Amt)", labels)
+
+		create_sales_invoice(item="_Test Item", qty=5, rate=50, posting_date=POSTING_DATE)
+
+		labels, after = self.run_report(period="Quarterly")
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Apr-Jun (Qty)", labels) - before_qty, 5)
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Apr-Jun (Amt)", labels) - before_amt, 250)
+		# Jan-Mar quarter must stay untouched.
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Jan-Mar (Amt)", labels), 0)
+
+	def test_based_on_customer_total(self):
+		# based_on=Customer => first column is "Customer"; the customer's Total(Amt) reflects the sale.
+		labels, before = self.run_report(based_on="Customer")
+		before_tot_qty = self._cell(before, "Customer", "_Test Customer", "Total(Qty)", labels)
+		before_tot_amt = self._cell(before, "Customer", "_Test Customer", "Total(Amt)", labels)
+
+		create_sales_invoice(
+			customer="_Test Customer", item="_Test Item", qty=2, rate=300, posting_date=POSTING_DATE
+		)
+
+		labels, after = self.run_report(based_on="Customer")
+		self.assertEqual(
+			self._cell(after, "Customer", "_Test Customer", "Total(Qty)", labels) - before_tot_qty, 2
+		)
+		self.assertEqual(
+			self._cell(after, "Customer", "_Test Customer", "Total(Amt)", labels) - before_tot_amt, 600
+		)
+
+	def test_group_by_item_under_customer(self):
+		# based_on=Customer + group_by=Item inserts an "Item" breakdown column before the period
+		# buckets; the per-item detail row carries the item key and the amount for that customer/item.
+		labels, before = self.run_report(based_on="Customer", group_by="Item")
+		# In group_by mode the detail rows key off the group_by column ("Item"), so snapshot by item.
+		before_amt = self._cell(before, "Item", "_Test Item", "Total(Amt)", labels)
+
+		create_sales_invoice(
+			customer="_Test Customer", item="_Test Item", qty=6, rate=100, posting_date=POSTING_DATE
+		)
+
+		labels, after = self.run_report(based_on="Customer", group_by="Item")
+		self.assertIn("Item", labels)
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Total(Amt)", labels) - before_amt, 600)

erpnext/accounts/report/share_balance/share_balance.py

@@ -15,8 +15,6 @@ def execute(filters=None):
 
 	columns = get_columns(filters)
 
-	filters.get("date")
-
 	data = []
 
 	if not filters.get("shareholder"):
@@ -24,7 +22,7 @@ def execute(filters=None):
 	else:
 		share_type, no_of_shares, rate, amount = 1, 2, 3, 4
 
-		all_shares = get_all_shares(filters.get("shareholder"))
+		all_shares = get_all_shares(filters.get("shareholder"), filters.get("date"))
 		for share_entry in all_shares:
 			row = False
 			for datum in data:
@@ -63,5 +61,28 @@ def get_columns(filters):
 	return columns
 
 
-def get_all_shares(shareholder):
-	return frappe.get_doc("Shareholder", shareholder).share_balance
+def get_all_shares(shareholder, date):
+	"""Share movements for the shareholder up to (and including) `date`, signed by direction:
+	shares received are positive, shares transferred/sold out are negative."""
+	transfers = frappe.get_all(
+		"Share Transfer",
+		filters={"docstatus": 1, "date": ("<=", date)},
+		fields=["share_type", "no_of_shares", "rate", "amount", "from_shareholder", "to_shareholder"],
+		order_by="date",
+	)
+
+	shares = []
+	for transfer in transfers:
+		if transfer.to_shareholder == shareholder:
+			shares.append(transfer)
+		elif transfer.from_shareholder == shareholder:
+			shares.append(
+				frappe._dict(
+					share_type=transfer.share_type,
+					no_of_shares=-transfer.no_of_shares,
+					rate=transfer.rate,
+					amount=-transfer.amount,
+				)
+			)
+
+	return shares

erpnext/accounts/report/share_balance/test_share_balance.py

@@ -0,0 +1,177 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.accounts.report.share_balance.share_balance import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+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)
+
+	def test_date_filter_is_mandatory(self):
+		self.assertRaises(frappe.ValidationError, execute, frappe._dict({"shareholder": self.shareholder}))
+
+	def test_no_shareholder_returns_empty_data(self):
+		# `shareholder` is optional; without it the report yields no rows.
+		columns, data = execute(frappe._dict({"date": "2026-06-01", "company": COMPANY}))
+		self.assertEqual(data, [])
+		self.assertEqual(len(columns), 5)
+
+	def test_balance_after_issue(self):
+		create_share_transfer(
+			transfer_type="Issue",
+			to_shareholder=self.shareholder,
+			share_type=self.share_type,
+			from_no=1,
+			to_no=100,
+			no_of_shares=100,
+			rate=10,
+			date="2026-06-01",
+		)
+
+		row = self.get_row(date="2026-06-05")
+		self.assertEqual(row[0], self.shareholder)
+		self.assertEqual(row[1], self.share_type)
+		self.assertEqual(row[2], 100)  # no_of_shares
+		self.assertEqual(row[3], 10)  # average rate
+		self.assertEqual(row[4], 1000)  # amount = 100 * 10
+
+	def test_balance_increases_on_second_issue(self):
+		create_share_transfer(
+			transfer_type="Issue",
+			to_shareholder=self.shareholder,
+			share_type=self.share_type,
+			from_no=1,
+			to_no=100,
+			no_of_shares=100,
+			rate=10,
+			date="2026-06-01",
+		)
+		create_share_transfer(
+			transfer_type="Issue",
+			to_shareholder=self.shareholder,
+			share_type=self.share_type,
+			from_no=101,
+			to_no=200,
+			no_of_shares=100,
+			rate=20,
+			date="2026-06-10",
+		)
+
+		# The report groups by share type, summing shares and amount and
+		# recomputing the average rate: (1000 + 2000) / 200 = 15.
+		row = self.get_row(date="2026-06-15")
+		self.assertEqual(row[2], 200)
+		self.assertEqual(row[3], 15)
+		self.assertEqual(row[4], 3000)
+
+	def test_balance_reduces_after_transfer_out(self):
+		other_holder = create_shareholder("_Test Share Balance Holder 2", COMPANY)
+		create_share_transfer(
+			transfer_type="Issue",
+			to_shareholder=self.shareholder,
+			share_type=self.share_type,
+			from_no=1,
+			to_no=100,
+			no_of_shares=100,
+			rate=10,
+			date="2026-06-01",
+		)
+		create_share_transfer(
+			transfer_type="Transfer",
+			from_shareholder=self.shareholder,
+			to_shareholder=other_holder,
+			share_type=self.share_type,
+			from_no=1,
+			to_no=40,
+			no_of_shares=40,
+			rate=10,
+			date="2026-06-10",
+		)
+
+		row = self.get_row(date="2026-06-15")
+		self.assertEqual(row[2], 60)  # 100 issued - 40 transferred out
+		self.assertEqual(row[4], 600)
+
+		other_row = self.get_row(date="2026-06-15", shareholder=other_holder)
+		self.assertEqual(other_row[2], 40)
+		self.assertEqual(other_row[4], 400)
+
+	def test_as_on_date_before_issue_shows_no_holding(self):
+		# the report is as-on `date`: before any share transfer, the shareholder holds nothing
+		create_share_transfer(
+			transfer_type="Issue",
+			to_shareholder=self.shareholder,
+			share_type=self.share_type,
+			from_no=1,
+			to_no=100,
+			no_of_shares=100,
+			rate=10,
+			date="2026-06-01",
+		)
+
+		data = execute(
+			frappe._dict({"date": "2026-05-01", "company": COMPANY, "shareholder": self.shareholder})
+		)[1]
+		self.assertEqual(data, [])
+
+	def test_as_on_date_reflects_holding_up_to_that_date(self):
+		# two issues on different dates; an as-on date between them sees only the first
+		create_share_transfer(
+			transfer_type="Issue",
+			to_shareholder=self.shareholder,
+			share_type=self.share_type,
+			from_no=1,
+			to_no=100,
+			no_of_shares=100,
+			rate=10,
+			date="2026-06-01",
+		)
+		create_share_transfer(
+			transfer_type="Issue",
+			to_shareholder=self.shareholder,
+			share_type=self.share_type,
+			from_no=101,
+			to_no=200,
+			no_of_shares=100,
+			rate=20,
+			date="2026-06-10",
+		)
+
+		self.assertEqual(self.get_row(date="2026-06-05")[2], 100)  # only the first issue
+		self.assertEqual(self.get_row(date="2026-06-15")[2], 200)  # both issues
+
+	def get_row(self, date, shareholder=None):
+		filters = frappe._dict(
+			{"date": date, "company": COMPANY, "shareholder": shareholder or self.shareholder}
+		)
+		data = execute(filters)[1]
+		holdings = [r for r in data if r[1] == self.share_type]
+		self.assertEqual(len(holdings), 1, f"Expected one row for share type, got: {data}")
+		return holdings[0]
+
+
+def create_share_type(title):
+	if not frappe.db.exists("Share Type", title):
+		frappe.get_doc({"doctype": "Share Type", "title": title}).insert()
+	return title
+
+
+def create_shareholder(title, company):
+	shareholder = frappe.get_doc({"doctype": "Shareholder", "title": title, "company": company}).insert()
+	return shareholder.name
+
+
+def create_share_transfer(**kwargs):
+	kwargs.setdefault("company", COMPANY)
+	kwargs.setdefault("asset_account", "Cash - _TC")
+	kwargs.setdefault("equity_or_liability_account", "Creditors - _TC")
+	transfer = frappe.get_doc({"doctype": "Share Transfer", **kwargs})
+	transfer.submit()
+	return transfer

erpnext/accounts/report/voucher_wise_balance/test_voucher_wise_balance.py

@@ -0,0 +1,63 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
+from erpnext.accounts.report.voucher_wise_balance.voucher_wise_balance import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestVoucherWiseBalance(ERPNextTestSuite):
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"from_date": "2026-01-01",
+				"to_date": "2026-12-31",
+			}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def find_row(self, data, voucher_no):
+		for row in data:
+			if row.get("voucher_no") == voucher_no:
+				return row
+		return None
+
+	def test_balanced_voucher_not_flagged(self):
+		jv = make_journal_entry(
+			"Sales - _TC", "_Test Bank - _TC", 1000, submit=True, posting_date="2026-06-01"
+		)
+
+		data = self.run_report()
+		self.assertIsNone(
+			self.find_row(data, jv.name),
+			msg="A balanced voucher (debit == credit) must not be flagged.",
+		)
+
+	def test_imbalanced_voucher_flagged(self):
+		jv = make_journal_entry(
+			"Sales - _TC", "_Test Bank - _TC", 1000, submit=True, posting_date="2026-06-01"
+		)
+
+		# Tamper one GL Entry: drop the debit side so debit != credit for this voucher.
+		gle_name = frappe.db.get_value(
+			"GL Entry",
+			{"voucher_no": jv.name, "is_cancelled": 0, "debit": [">", 0]},
+			"name",
+		)
+		self.assertIsNotNone(gle_name, msg="Expected a debit GL Entry for the journal entry.")
+		frappe.db.set_value("GL Entry", gle_name, {"debit": 400, "debit_in_account_currency": 400})
+
+		data = self.run_report()
+		row = self.find_row(data, jv.name)
+		self.assertIsNotNone(row, msg="An imbalanced voucher must be flagged by the report.")
+
+		self.assertEqual(row.get("voucher_type"), "Journal Entry")
+		self.assertEqual(row.get("credit"), 1000)
+		self.assertEqual(row.get("debit"), 400)
+		self.assertNotEqual(
+			row.get("debit"), row.get("credit"), msg="Flagged rows must have debit != credit."
+		)

erpnext/accounts/workspace/accounts_setup/accounts_setup.json

@@ -0,0 +1,329 @@
+{
+ "app": "erpnext",
+ "charts": [],
+ "content": "[]",
+ "creation": "2026-06-14 12:44:31.994274",
+ "custom_blocks": [],
+ "docstatus": 0,
+ "doctype": "Workspace",
+ "for_user": "",
+ "hide_custom": 0,
+ "icon": "database",
+ "idx": 0,
+ "indicator_color": "green",
+ "is_hidden": 0,
+ "label": "Accounts Setup",
+ "link_type": "DocType",
+ "links": [],
+ "modified": "2026-06-14 13:43:50.138704",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "module_onboarding": "Accounting Onboarding",
+ "name": "Accounts Setup",
+ "number_cards": [],
+ "owner": "Administrator",
+ "public": 1,
+ "quick_lists": [],
+ "roles": [],
+ "sequence_id": 55.0,
+ "shortcuts": [],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "database",
+   "indent": 1,
+   "keep_closed": 0,
+   "label": "Setup",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Chart of Accounts",
+   "link_to": "Account",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Chart of Cost Centers",
+   "link_to": "Cost Center",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Account Category",
+   "link_to": "Account Category",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Accounting Dimension",
+   "link_to": "Accounting Dimension",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Currency",
+   "link_to": "Currency",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Currency Exchange",
+   "link_to": "Currency Exchange",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Finance Book",
+   "link_to": "Finance Book",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Mode of Payment",
+   "link_to": "Mode of Payment",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Payment Term",
+   "link_to": "Payment Term",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Journal Entry Template",
+   "link_to": "Journal Entry Template",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Terms and Conditions",
+   "link_to": "Terms and Conditions",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Company",
+   "link_to": "Company",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Fiscal Year",
+   "link_to": "Fiscal Year",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Taxes",
+   "link_to": "Sales Taxes and Charges Template",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "lock-keyhole-open",
+   "indent": 1,
+   "keep_closed": 0,
+   "label": "Opening & Closing",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "COA Importer",
+   "link_to": "Chart of Accounts Importer",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Opening Invoice Tool",
+   "link_to": "Opening Invoice Creation Tool",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Accounting Period",
+   "link_to": "Accounting Period",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "FX Revaluation",
+   "link_to": "Exchange Rate Revaluation",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Period Closing Voucher",
+   "link_to": "Period Closing Voucher",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "settings",
+   "indent": 1,
+   "keep_closed": 0,
+   "label": "Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Accounts Settings",
+   "link_to": "Accounts Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Currency Exchange Settings",
+   "link_to": "Currency Exchange Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
+ "title": "Accounts Setup",
+ "type": "Workspace"
+}

erpnext/accounts/workspace/banking/banking.json

@@ -0,0 +1,222 @@
+{
+ "app": "erpnext",
+ "charts": [],
+ "content": "[]",
+ "creation": "2026-06-11 11:51:22.767176",
+ "custom_blocks": [],
+ "docstatus": 0,
+ "doctype": "Workspace",
+ "for_user": "",
+ "hide_custom": 0,
+ "icon": "circle-dollar-sign",
+ "idx": 0,
+ "indicator_color": "green",
+ "is_hidden": 0,
+ "label": "Banking",
+ "link_type": "DocType",
+ "links": [],
+ "modified": "2026-06-14 13:43:50.924019",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Banking",
+ "number_cards": [],
+ "owner": "Administrator",
+ "public": 1,
+ "quick_lists": [],
+ "roles": [],
+ "sequence_id": 49.0,
+ "shortcuts": [],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "book-open-check",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Bank Clearance",
+   "link_to": "Bank Clearance",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "tool",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Bank Reconciliation",
+   "link_to": "Bank Reconciliation Tool",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
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+   "icon": "clipboard-check",
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erpnext/accounts/workspace/budgeting/budgeting.json

@@ -0,0 +1,104 @@
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erpnext/accounts/workspace/financial_reports/financial_reports.json

@@ -13,7 +13,7 @@
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@@ -266,9 +266,10 @@
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+ "modified": "2026-06-14 13:44:08.095321",
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+ "module_onboarding": "Accounting Onboarding",
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@@ -279,6 +280,417 @@
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 }

erpnext/accounts/workspace/invoicing/invoicing.json

@@ -587,9 +587,10 @@
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+  }
+ ],
+ "standard": 1,
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  "type": "Workspace"
 }

erpnext/accounts/workspace/payments/payments.json

@@ -0,0 +1,240 @@
+{
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+}

erpnext/accounts/workspace/share_management/share_management.json

@@ -0,0 +1,86 @@
+{
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+ "charts": [],
+ "content": "[]",
+ "creation": "2026-06-11 11:51:22.831729",
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+ "links": [],
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+ "modified_by": "Administrator",
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+   "show_arrow": 0,
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+ ],
+ "standard": 1,
+ "title": "Share Management",
+ "type": "Workspace"
+}

erpnext/accounts/workspace/subscriptions/subscriptions.json

@@ -0,0 +1,121 @@
+{
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+ "content": "[]",
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+ "modified": "2026-06-14 14:08:36.999272",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Subscriptions",
+ "number_cards": [],
+ "owner": "Administrator",
+ "public": 1,
+ "quick_lists": [],
+ "roles": [],
+ "sequence_id": 56.0,
+ "shortcuts": [],
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+  {
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+   "link_to": "Subscription Plan",
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+ ],
+ "standard": 1,
+ "title": "Subscriptions",
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+}

erpnext/accounts/workspace/taxes/taxes.json

@@ -0,0 +1,188 @@
+{
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+ "modified_by": "Administrator",
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+   "show_arrow": 0,
+   "type": "Link"
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+  {
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+ "title": "Taxes",
+ "type": "Workspace"
+}

erpnext/assets/workspace/assets/assets.json

@@ -199,9 +199,10 @@
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   }
  ],
- "modified": "2025-12-31 16:22:38.132729",
+ "modified": "2026-06-14 13:44:08.417956",
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  "module": "Assets",
+ "module_onboarding": "Asset Onboarding",
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  "number_cards": [],
  "owner": "Administrator",
@@ -212,6 +213,294 @@
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  "shortcuts": [],
+ "sidebar_items": [
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  "type": "Workspace"
 }

erpnext/buying/workspace/buying/buying.json

@@ -341,17 +341,6 @@
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@@ -512,9 +501,10 @@
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+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item-wise Purchase History",
+   "link_to": "Item-wise Purchase History",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Purchase Receipt Trends ",
+   "link_to": "Purchase Receipt Trends",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Purchase Invoice Trends",
+   "link_to": "Purchase Invoice Trends",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Purchase Order Trends",
+   "link_to": "Purchase Order Trends",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Procurement Tracker",
+   "link_to": "Procurement Tracker",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item Wise Consumption",
+   "link_to": "Item Wise Consumption",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Supplier Quotation Comparison",
+   "link_to": "Supplier Quotation Comparison",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Supplier Addresses And Contacts",
+   "link_to": "Address And Contacts",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "settings",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Settings",
+   "link_to": "Buying Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "Buying",
  "type": "Workspace"
 }

erpnext/controllers/status_updater.py

@@ -167,7 +167,8 @@ status_map = {
 	"Pick List": [
 		["Draft", None],
 		["Open", "eval:self.docstatus == 1"],
-		["Completed", "stock_entry_exists"],
+		["Completed", "is_fully_transferred"],
+		["Partially Transferred", "is_partially_transferred"],
 		[
 			"Partly Delivered",
 			"eval:self.purpose == 'Delivery' and self.delivery_status == 'Partly Delivered'",

erpnext/crm/workspace/crm/crm.json

@@ -2,11 +2,11 @@
  "app": "erpnext",
  "charts": [
   {
-   "chart_name": "Won Opportunities",
-   "label": "Won Opportunities"
+   "chart_name": "Territory Wise Sales",
+   "label": "Territory Wise Sales"
   }
  ],
- "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=\\\"https://frappe.io/crm\\\">Frappe CRM</a> instead.\",\"col\":12}},{\"id\":\"-bzBQ_IbL9\",\"type\":\"chart\",\"data\":{\"chart_name\":\"Won Opportunities\",\"col\":12}},{\"id\":\"LdM1QgUnqU\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"New Lead (Last 1 Month)\",\"col\":4}},{\"id\":\"X23-SXBcYG\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"New Opportunity (Last 1 Month)\",\"col\":4}},{\"id\":\"3rm7fH52M-\",\"type\":\"number_card\",\"data\":{\"number_card_name\":\"Won Opportunity (Last 1 Month)\",\"col\":4}},{\"id\":\"K6a2Kh5Zav\",\"type\":\"spacer\",\"data\":{\"col\":12}}]",
+ "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}}]",
  "creation": "2020-01-23 14:48:30.183272",
  "custom_blocks": [],
  "docstatus": 0,
@@ -18,6 +18,14 @@
  "is_hidden": 0,
  "label": "CRM",
  "links": [
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Reports",
+   "link_count": 0,
+   "onboard": 0,
+   "type": "Card Break"
+  },
   {
    "dependencies": "Lead",
    "hidden": 0,
@@ -115,6 +123,14 @@
    "onboard": 0,
    "type": "Link"
   },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Maintenance",
+   "link_count": 0,
+   "onboard": 0,
+   "type": "Card Break"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -148,6 +164,183 @@
    "onboard": 0,
    "type": "Link"
   },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Sales Pipeline",
+   "link_count": 7,
+   "onboard": 0,
+   "type": "Card Break"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Lead",
+   "link_count": 0,
+   "link_to": "Lead",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Opportunity",
+   "link_count": 0,
+   "link_to": "Opportunity",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Customer",
+   "link_count": 0,
+   "link_to": "Customer",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Contract",
+   "link_count": 0,
+   "link_to": "Contract",
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Appointment",
+   "link_count": 0,
+   "link_to": "Appointment",
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Newsletter",
+   "link_count": 0,
+   "link_to": "Newsletter",
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Communication",
+   "link_count": 0,
+   "link_to": "Communication",
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Settings",
+   "link_count": 2,
+   "onboard": 0,
+   "type": "Card Break"
+  },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "CRM Settings",
+   "link_count": 0,
+   "link_to": "CRM Settings",
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "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,
@@ -228,24 +421,11 @@
    "type": "Link"
   }
  ],
- "modified": "2026-01-03 15:05:23.983099",
+ "modified": "2026-06-14 13:44:08.297053",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "CRM",
- "number_cards": [
-  {
-   "label": "New Lead (Last 1 Month)",
-   "number_card_name": "New Lead (Last 1 Month)"
-  },
-  {
-   "label": "New Opportunity (Last 1 Month)",
-   "number_card_name": "New Opportunity (Last 1 Month)"
-  },
-  {
-   "label": "Won Opportunity (Last 1 Month)",
-   "number_card_name": "Won Opportunity (Last 1 Month)"
-  }
- ],
+ "number_cards": [],
  "owner": "Administrator",
  "parent_page": "",
  "public": 1,
@@ -253,7 +433,552 @@
  "restrict_to_domain": "",
  "roles": [],
  "sequence_id": 17.0,
- "shortcuts": [],
+ "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"
+  }
+ ],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "chart",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "CRM",
+   "link_type": "Dashboard",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "users-round",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Lead",
+   "link_to": "Lead",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "lightbulb",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Opportunity",
+   "link_to": "Opportunity",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "customer",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Customer",
+   "link_to": "Customer",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "sheet",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Reports",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Analytics",
+   "link_to": "Sales Analytics",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Lead Details",
+   "link_to": "Lead Details",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 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"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 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"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Funnel",
+   "link_to": "sales-funnel",
+   "link_type": "Page",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 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,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "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"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Campaign Efficiency",
+   "link_to": "Campaign Efficiency",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Lead Owner Efficiency",
+   "link_to": "Lead Owner Efficiency",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "getting-started",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Maintenance",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Maintenance Schedule",
+   "link_to": "Maintenance Schedule",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Maintenance Visit",
+   "link_to": "Maintenance Visit",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Warranty Claim",
+   "link_to": "Warranty Claim",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "funnel",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Sales Pipeline",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Lead",
+   "link_to": "Lead",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Opportunity",
+   "link_to": "Opportunity",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Customer",
+   "link_to": "Customer",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Contract",
+   "link_to": "Contract",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Appointment",
+   "link_to": "Appointment",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Communication",
+   "link_to": "Communication",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "sell",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Campaign",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Campaign",
+   "link_to": "Campaign",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Email Campaign",
+   "link_to": "Email Campaign",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "SMS Center",
+   "link_to": "SMS Center",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "SMS Log",
+   "link_to": "SMS Log",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Email Group",
+   "link_to": "Email Group",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "database",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Setup",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Territory",
+   "link_to": "Territory",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Customer Group",
+   "link_to": "Customer Group",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Contact",
+   "link_to": "Contact",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Prospect",
+   "link_to": "Prospect",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Person",
+   "link_to": "Sales Person",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Stage",
+   "link_to": "Sales Stage",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Lead Source",
+   "link_to": "UTM Source",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "settings",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "CRM Settings",
+   "link_to": "CRM Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "SMS Settings",
+   "link_to": "SMS Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "CRM",
  "type": "Workspace"
 }

erpnext/hooks.py

@@ -8,7 +8,7 @@ app_email = "hello@frappe.io"
 app_license = "GNU General Public License (v3)"
 source_link = "https://github.com/frappe/erpnext"
 app_logo_url = "/assets/erpnext/images/erpnext-logo.svg"
-app_home = "/desk"
+app_home = "/desk/home"
 
 add_to_apps_screen = [
 	{

erpnext/manufacturing/doctype/bom/bom.py

@@ -739,7 +739,7 @@ class BOM(WebsiteGenerator):
 				)
 			)
 
-	def check_recursion(self, bom_list=None):
+	def check_recursion(self):
 		"""Check whether recursion occurs in any bom"""
 		bom_list = self.traverse_tree()
 		child_items = frappe.get_all(
@@ -861,21 +861,30 @@ class BOM(WebsiteGenerator):
 
 		self.append("items", row)
 
-	def traverse_tree(self, bom_list=None):
-		count = 0
-		if not bom_list:
-			bom_list = []
+	def traverse_tree(self):
+		"""Return this BOM and every descendant BOM. The whole sub-tree is fetched in one recursive
+		CTE (frappe.qb) instead of a query-per-node walk; the only caller (check_recursion) uses the
+		result purely as a membership set. Portable across postgres and mariadb 10.2+."""
+		bom_item = frappe.qb.DocType("BOM Item")
+		tree = frappe.qb.Table("bom_tree")
 
-		if self.name not in bom_list:
-			bom_list.append(self.name)
+		seed = (
+			frappe.qb.from_(bom_item)
+			.select(bom_item.bom_no.as_("bom"))
+			.where((bom_item.parent == self.name) & (bom_item.bom_no != "") & (bom_item.parenttype == "BOM"))
+		)
+		recursion = (
+			frappe.qb.from_(bom_item)
+			.join(tree)
+			.on(bom_item.parent == tree.bom)
+			.select(bom_item.bom_no)
+			.where((bom_item.bom_no != "") & (bom_item.parenttype == "BOM"))
+		)
+		descendants = (
+			frappe.qb.with_(seed + recursion, "bom_tree", recursive=True).from_(tree).select(tree.bom)
+		).run(pluck=True)
 
-		while count < len(bom_list):
-			for child_bom in _get_bom_children(bom_list[count]):
-				if child_bom not in bom_list:
-					bom_list.append(child_bom)
-			count += 1
-		bom_list.reverse()
-		return bom_list
+		return [self.name, *descendants]
 
 	def company_currency(self):
 		return erpnext.get_company_currency(self.company)

erpnext/manufacturing/doctype/bom_update_log/bom_updation_utils.py

@@ -67,29 +67,33 @@ def update_cost_in_level(doc: "BOMUpdateLog", bom_list: list[str], batch_name: i
 			frappe.db.commit()  # nosemgrep
 
 
-def get_ancestor_boms(new_bom: str, bom_list: list | None = None) -> list:
-	"Recursively get all ancestors of BOM."
-
-	bom_list = bom_list or []
+def get_ancestor_boms(new_bom: str) -> list:
+	"""Return every ancestor BOM of `new_bom` (BOMs that consume it, transitively) in one recursive
+	CTE built with frappe.qb -- portable across postgres and mariadb 10.2+. `UNION` makes it
+	cycle-safe (it stops once no new BOM is reached); a BOM that is its own ancestor is rejected."""
 	bom_item = frappe.qb.DocType("BOM Item")
+	tree = frappe.qb.Table("ancestor_boms")
 
-	parents = (
+	seed = (
 		frappe.qb.from_(bom_item)
-		.select(bom_item.parent)
+		.select(bom_item.parent.as_("bom"))
 		.where((bom_item.bom_no == new_bom) & (bom_item.docstatus < 2) & (bom_item.parenttype == "BOM"))
-		.run(as_dict=True)
 	)
+	recursion = (
+		frappe.qb.from_(bom_item)
+		.join(tree)
+		.on(bom_item.bom_no == tree.bom)
+		.select(bom_item.parent)
+		.where((bom_item.docstatus < 2) & (bom_item.parenttype == "BOM"))
+	)
+	ancestors = (
+		frappe.qb.with_(seed + recursion, "ancestor_boms", recursive=True).from_(tree).select(tree.bom)
+	).run(pluck=True)
 
-	for d in parents:
-		if new_bom == d.parent:
-			frappe.throw(_("BOM recursion: {0} cannot be child of {1}").format(new_bom, d.parent))
+	if new_bom in ancestors:
+		frappe.throw(_("BOM recursion: {0} cannot be an ancestor of itself").format(new_bom))
 
-		if d.parent not in tuple(bom_list):
-			bom_list.append(d.parent)
-
-		get_ancestor_boms(d.parent, bom_list)
-
-	return bom_list
+	return ancestors
 
 
 def update_new_bom_in_bom_items(unit_cost: float, current_bom: str, new_bom: str) -> None:

erpnext/manufacturing/doctype/work_order/services/required_items.py

@@ -149,6 +149,16 @@ class RequiredItemsService:
 
 		self.recompute_material_transferred_for_manufacturing(transferred_items)
 
+	def refresh_material_transferred_for_manufacturing(self):
+		"""Recompute material_transferred_for_manufacturing only, without touching per-row
+		transferred_qty or stock reservations. Used to get a status decision (Not Started vs
+		In Process) based on fresh data, ahead of the fuller update_required_items() pass.
+		"""
+		if self.doc.skip_transfer:
+			return
+		transferred_items = self._material_transfer_qty_by_item(is_return=0)
+		self.recompute_material_transferred_for_manufacturing(transferred_items)
+
 	def recompute_material_transferred_for_manufacturing(self, transferred_items):
 		"""Set material_transferred_for_manufacturing based on actual item-level transfers, not fg_completed_qty."""
 		# When fg_completed_qty > 0 (direct stock entries, excess transfer), preserve the

erpnext/manufacturing/doctype/work_order/services/status.py

@@ -87,6 +87,12 @@ class StatusService:
 
 	def update_status(self, status=None):
 		"""Update status of work order if unknown"""
+		if self.doc.docstatus == 1:
+			# Refresh material_transferred_for_manufacturing before deciding status so pick-list-
+			# driven transfers (where this qty is derived from item transfers, not fg_completed_qty)
+			# are reflected immediately, instead of only after the next status update call.
+			self.doc.refresh_material_transferred_for_manufacturing()
+
 		if self.doc.status != "Closed":
 			if status not in ["Stopped", "Closed"]:
 				status = self.get_status(status)

erpnext/manufacturing/doctype/work_order/work_order.py

@@ -1003,6 +1003,9 @@ class WorkOrder(Document):
 	def update_transferred_qty_for_required_items(self):
 		return RequiredItemsService(self).update_transferred_qty_for_required_items()
 
+	def refresh_material_transferred_for_manufacturing(self):
+		return RequiredItemsService(self).refresh_material_transferred_for_manufacturing()
+
 	def update_returned_qty(self):
 		return RequiredItemsService(self).update_returned_qty()
 

erpnext/manufacturing/report/bom_explorer/bom_explorer.py

@@ -2,6 +2,8 @@
 # For license information, please see license.txt
 
 
+from collections import defaultdict
+
 import frappe
 from frappe import _
 
@@ -14,29 +16,47 @@ def execute(filters=None):
 
 
 def get_data(filters, data):
-	get_exploded_items(filters.bom, data)
+	children_map = fetch_exploded_bom_items(filters.bom)
+	build_exploded_rows(filters.bom, children_map, data)
 
 
-def get_exploded_items(bom, data, indent=0, qty=1):
-	exploded_items = frappe.get_all(
-		"BOM Item",
-		filters={"parent": bom},
-		fields=[
-			"qty",
-			"bom_no",
-			"qty",
-			"item_code",
-			"item_name",
-			"description",
-			"uom",
-			"idx",
-			"is_phantom_item",
-		],
-		order_by="idx ASC",
+def fetch_exploded_bom_items(root_bom):
+	"""Every BOM Item in the exploded tree of `root_bom`, grouped by its parent BOM, in one
+	recursive CTE -- replaces a query-per-node walk with a single query. UNION keeps it cycle-safe
+	and fetches each sub-BOM's items only once even when it is reused across the tree."""
+	bom_item = frappe.qb.DocType("BOM Item")
+	tree = frappe.qb.Table("exploded_bom")
+	fields = [
+		bom_item.parent,
+		bom_item.qty,
+		bom_item.bom_no,
+		bom_item.item_code,
+		bom_item.item_name,
+		bom_item.description,
+		bom_item.uom,
+		bom_item.idx,
+		bom_item.is_phantom_item,
+	]
+	seed = frappe.qb.from_(bom_item).select(*fields).where(bom_item.parent == root_bom)
+	recursion = (
+		frappe.qb.from_(bom_item)
+		.join(tree)
+		.on(bom_item.parent == tree.bom_no)
+		.select(*fields)
+		.where(tree.bom_no != "")
 	)
+	rows = (
+		frappe.qb.with_(seed + recursion, "exploded_bom", recursive=True).from_(tree).select(tree.star)
+	).run(as_dict=True)
 
-	for item in exploded_items:
-		item["indent"] = indent
+	children_map = defaultdict(list)
+	for row in rows:
+		children_map[row.parent].append(row)
+	return children_map
+
+
+def build_exploded_rows(bom, children_map, data, indent=0, qty=1):
+	for item in sorted(children_map.get(bom, []), key=lambda row: row.idx):
 		data.append(
 			{
 				"item_code": item.item_code,
@@ -51,7 +71,7 @@ def get_exploded_items(bom, data, indent=0, qty=1):
 			}
 		)
 		if item.bom_no:
-			get_exploded_items(item.bom_no, data, indent=indent + 1, qty=item.qty)
+			build_exploded_rows(item.bom_no, children_map, data, indent + 1, item.qty)
 
 
 def get_columns():

erpnext/manufacturing/report/bom_operations_time/test_bom_operations_time.py

@@ -0,0 +1,101 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+import frappe
+
+from erpnext.manufacturing.doctype.production_plan.test_production_plan import make_bom
+from erpnext.manufacturing.report.bom_operations_time.bom_operations_time import execute
+from erpnext.stock.doctype.item.test_item import make_item
+from erpnext.tests.utils import ERPNextTestSuite
+
+OPERATION = "_Test BOM Ops Time Operation"
+WORKSTATION = "_Test BOM Ops Time Workstation"
+TIME_IN_MINS = 45
+
+
+class TestBOMOperationsTime(ERPNextTestSuite):
+	def setUp(self):
+		ensure_workstation_and_operation()
+		self.rm_item = make_item(properties={"is_stock_item": 1, "valuation_rate": 100}).name
+		self.fg_item = make_item(properties={"is_stock_item": 1}).name
+		self.bom = build_bom_with_operation(self.fg_item, self.rm_item)
+
+	def run_report(self, **extra):
+		filters = frappe._dict({"bom_id": [self.bom.name]})
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def test_operation_row_appears_with_expected_values(self):
+		rows = self.run_report()
+
+		bom_rows = [row for row in rows if row.name == self.bom.name]
+		self.assertEqual(len(bom_rows), 1)
+
+		row = bom_rows[0]
+		self.assertEqual(row.item, self.fg_item)
+		self.assertEqual(row.operation, OPERATION)
+		self.assertEqual(row.workstation, WORKSTATION)
+		self.assertEqual(row.time_in_mins, TIME_IN_MINS)
+
+	def test_item_code_filter_scopes_to_bom(self):
+		rows = self.run_report(item_code=self.fg_item)
+
+		self.assertTrue(rows)
+		self.assertTrue(all(row.item == self.fg_item for row in rows))
+		self.assertIn(self.bom.name, {row.name for row in rows})
+
+	def test_workstation_filter(self):
+		matching = self.run_report(workstation=WORKSTATION)
+		self.assertIn(self.bom.name, {row.name for row in matching})
+
+		other_workstation = ensure_other_workstation()
+		non_matching = self.run_report(workstation=other_workstation)
+		self.assertNotIn(self.bom.name, {row.name for row in non_matching})
+
+	def test_draft_bom_excluded(self):
+		draft_bom = build_bom_with_operation(
+			make_item(properties={"is_stock_item": 1}).name, self.rm_item, do_not_submit=True
+		)
+
+		rows = execute(frappe._dict({"bom_id": [draft_bom.name]}))[1]
+		self.assertEqual(rows, [])
+
+
+def ensure_workstation_and_operation():
+	if not frappe.db.exists("Workstation", WORKSTATION):
+		frappe.get_doc({"doctype": "Workstation", "workstation_name": WORKSTATION}).insert(
+			ignore_permissions=True
+		)
+
+	if not frappe.db.exists("Operation", OPERATION):
+		frappe.get_doc({"doctype": "Operation", "name": OPERATION, "workstation": WORKSTATION}).insert(
+			ignore_permissions=True
+		)
+
+
+def ensure_other_workstation():
+	name = "_Test BOM Ops Time Workstation 2"
+	if not frappe.db.exists("Workstation", name):
+		frappe.get_doc({"doctype": "Workstation", "workstation_name": name}).insert(ignore_permissions=True)
+	return name
+
+
+def build_bom_with_operation(fg_item, rm_item, do_not_submit=False):
+	bom = make_bom(
+		item=fg_item,
+		raw_materials=[rm_item],
+		with_operations=1,
+		do_not_save=True,
+	)
+	bom.append(
+		"operations",
+		{
+			"operation": OPERATION,
+			"workstation": WORKSTATION,
+			"time_in_mins": TIME_IN_MINS,
+			"hour_rate": 100,
+		},
+	)
+	bom.insert(ignore_permissions=True)
+	if not do_not_submit:
+		bom.submit()
+	return bom

erpnext/manufacturing/report/downtime_analysis/test_downtime_analysis.py

@@ -0,0 +1,92 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+
+import frappe
+from frappe.utils import add_days, get_datetime, today
+
+from erpnext.manufacturing.doctype.workstation.test_workstation import make_workstation
+from erpnext.manufacturing.report.downtime_analysis.downtime_analysis import execute
+from erpnext.setup.doctype.employee.test_employee import make_employee
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestDowntimeAnalysis(ERPNextTestSuite):
+	def setUp(self):
+		self.workstation = make_workstation(workstation="_Test Downtime Workstation").name
+		self.other_workstation = make_workstation(workstation="_Test Downtime Workstation 2").name
+		self.operator = make_employee("test_downtime_operator@example.com", company="_Test Company")
+
+		# from_time / to_time are two hours apart -> downtime of 120 minutes (2 hours).
+		self.from_time = get_datetime(f"{today()} 09:00:00")
+		self.to_time = get_datetime(f"{today()} 11:00:00")
+		self.entry = self.make_downtime_entry(self.workstation)
+
+	def make_downtime_entry(self, workstation, **extra):
+		values = {
+			"doctype": "Downtime Entry",
+			"workstation": workstation,
+			"operator": self.operator,
+			"from_time": self.from_time,
+			"to_time": self.to_time,
+			"stop_reason": "Machine malfunction",
+		}
+		values.update(extra)
+		return frappe.get_doc(values).insert()
+
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"from_date": add_days(today(), -1),
+				"to_date": add_days(today(), 1),
+			}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def row_for_entry(self, rows, name):
+		return next((row for row in rows if row.get("name") == name), None)
+
+	def test_downtime_is_computed_in_hours(self):
+		# validate() stores downtime in minutes; the report converts it to hours.
+		self.assertEqual(self.entry.downtime, 120)
+
+		row = self.row_for_entry(self.run_report(), self.entry.name)
+		self.assertIsNotNone(row, "Downtime Entry not present in report output")
+		self.assertEqual(row.get("workstation"), self.workstation)
+		self.assertEqual(row.get("operator"), self.operator)
+		self.assertEqual(row.get("stop_reason"), "Machine malfunction")
+		self.assertEqual(row.get("downtime"), 2.0)
+
+	def test_workstation_filter_scopes_rows(self):
+		other = self.make_downtime_entry(self.other_workstation)
+
+		rows = self.run_report(workstation=self.workstation)
+		names = {row.get("name") for row in rows}
+		self.assertIn(self.entry.name, names)
+		self.assertNotIn(other.name, names)
+		self.assertTrue(all(row.get("workstation") == self.workstation for row in rows))
+
+	def test_date_range_excludes_out_of_window_entries(self):
+		# The report filters from_time >= from_date and to_time <= to_date; a window
+		# ending before the entry's from_time must exclude it.
+		rows = self.run_report(from_date=add_days(today(), -10), to_date=add_days(today(), -5))
+		self.assertIsNone(self.row_for_entry(rows, self.entry.name))
+
+	def test_chart_aggregates_downtime_per_workstation(self):
+		self.make_downtime_entry(self.workstation)
+
+		chart = execute(
+			frappe._dict(
+				{
+					"from_date": add_days(today(), -1),
+					"to_date": add_days(today(), 1),
+					"workstation": self.workstation,
+				}
+			)
+		)[3]
+
+		self.assertIn(self.workstation, chart["data"]["labels"])
+		index = chart["data"]["labels"].index(self.workstation)
+		# Two entries of 2 hours each for this workstation -> 4 hours aggregated.
+		self.assertEqual(chart["data"]["datasets"][0]["values"][index], 4.0)

erpnext/manufacturing/report/process_loss_report/test_process_loss_report.py

@@ -0,0 +1,118 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import nowdate
+
+from erpnext.manufacturing.doctype.work_order.mapper import make_stock_entry
+from erpnext.manufacturing.doctype.work_order.test_work_order import make_wo_order_test_record
+from erpnext.manufacturing.report.process_loss_report.process_loss_report import execute
+from erpnext.stock.doctype.stock_entry import test_stock_entry
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestProcessLossReport(ERPNextTestSuite):
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"from_date": nowdate(),
+				"to_date": nowdate(),
+			}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def find_row(self, data, work_order):
+		for row in data:
+			if row.get("name") == work_order:
+				return row
+		return None
+
+	def make_manufactured_work_order(self, planned_qty, produced_qty):
+		"""Create a submitted WO and manufacture `produced_qty` of `planned_qty`.
+
+		The difference is booked as process loss on the Manufacture stock entry,
+		which propagates to the work order's `process_loss_qty`.
+		"""
+		wo_order = make_wo_order_test_record(production_item="_Test FG Item", qty=planned_qty)
+
+		test_stock_entry.make_stock_entry(
+			item_code="_Test Item", target="Stores - _TC", qty=100, basic_rate=100
+		)
+		test_stock_entry.make_stock_entry(
+			item_code="_Test Item Home Desktop 100", target="Stores - _TC", qty=100, basic_rate=100
+		)
+
+		transfer = frappe.get_doc(
+			make_stock_entry(wo_order.name, "Material Transfer for Manufacture", planned_qty)
+		)
+		for d in transfer.get("items"):
+			d.s_warehouse = "Stores - _TC"
+		transfer.insert()
+		transfer.submit()
+
+		manufacture = frappe.get_doc(make_stock_entry(wo_order.name, "Manufacture", planned_qty))
+		# Reduce the finished good qty below fg_completed_qty so the difference is
+		# recorded as process loss.
+		process_loss_qty = planned_qty - produced_qty
+		if process_loss_qty:
+			for d in manufacture.get("items"):
+				if d.is_finished_item:
+					d.qty = produced_qty
+					d.transfer_qty = produced_qty * (d.conversion_factor or 1)
+		manufacture.insert()
+		manufacture.submit()
+
+		wo_order.reload()
+		return wo_order
+
+	def test_work_order_with_process_loss_is_listed(self):
+		wo_order = self.make_manufactured_work_order(planned_qty=5, produced_qty=4)
+
+		self.assertEqual(wo_order.process_loss_qty, 1)
+		self.assertEqual(wo_order.produced_qty, 4)
+
+		data = self.run_report(work_order=wo_order.name)
+		row = self.find_row(data, wo_order.name)
+
+		self.assertIsNotNone(row, "Work order with process loss should appear in the report")
+		self.assertEqual(row.production_item, "_Test FG Item")
+		self.assertEqual(row.qty_to_manufacture, 5)
+		self.assertEqual(row.produced_qty, 4)
+		self.assertEqual(row.process_loss_qty, 1)
+
+		# total_pl_value = process_loss_qty * (total_fg_value / qty_to_manufacture)
+		expected_pl_value = row.process_loss_qty * (row.total_fg_value / row.qty_to_manufacture)
+		self.assertAlmostEqual(row.total_pl_value, expected_pl_value)
+		self.assertGreater(row.total_pl_value, 0)
+
+	def test_work_order_without_process_loss_is_not_listed(self):
+		wo_order = self.make_manufactured_work_order(planned_qty=5, produced_qty=5)
+
+		self.assertEqual(wo_order.process_loss_qty, 0)
+		self.assertEqual(wo_order.produced_qty, 5)
+
+		data = self.run_report(work_order=wo_order.name)
+		self.assertIsNone(
+			self.find_row(data, wo_order.name),
+			"Work order that produced the full planned qty should not appear (no loss)",
+		)
+
+	def test_item_and_work_order_filters_are_ineffective(self):
+		"""BUG: the `item` and `work_order` filters in process_loss_report.get_data
+		call `query.where(...)` without reassigning the result. frappe's query
+		builder is immutable, so `.where()` returns a new query and these extra
+		conditions are silently dropped. A non-matching item filter therefore fails
+		to exclude the row. This test documents the current (buggy) behaviour; if the
+		report is fixed to reassign the query, update the assertion below to
+		`assertIsNone`.
+		"""
+		wo_order = self.make_manufactured_work_order(planned_qty=5, produced_qty=4)
+
+		# A non-matching item filter should exclude the row, but currently does not.
+		data = self.run_report(item="_Test FG Item 2")
+		self.assertIsNotNone(
+			self.find_row(data, wo_order.name),
+			"Filter bug regressed/fixed: `item` filter now takes effect - update this test",
+		)

erpnext/manufacturing/workspace/manufacturing/manufacturing.json

@@ -432,9 +432,10 @@
    "type": "Link"
   }
  ],
- "modified": "2026-05-05 11:00:26.131777",
+ "modified": "2026-06-14 13:44:07.420267",
  "modified_by": "Administrator",
  "module": "Manufacturing",
+ "module_onboarding": "Manufacturing Onboarding",
  "name": "Manufacturing",
  "number_cards": [
   {
@@ -458,6 +459,465 @@
  "roles": [],
  "sequence_id": 8.0,
  "shortcuts": [],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "home",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "Manufacturing",
+   "link_type": "Workspace",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "chart",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Dashboard",
+   "link_to": "Manufacturing",
+   "link_type": "Dashboard",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "list-tree",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "BOM",
+   "link_to": "BOM",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "factory",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Work Order",
+   "link_to": "Work Order",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "person-standing",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Job Card",
+   "link_to": "Job Card",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "stock",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Entry",
+   "link_to": "Stock Entry",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "getting-started",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Material Planning",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item Lead Time",
+   "link_to": "Item Lead Time",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Production Plan",
+   "link_to": "Production Plan",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Forecasting",
+   "link_to": "Exponential Smoothing Forecasting",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Master Production Schedule",
+   "link_to": "Master Production Schedule",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Forecast",
+   "link_to": "Sales Forecast",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Production Planning Report",
+   "link_to": "Production Planning Report",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "tool",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Tools",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "BOM Creator",
+   "link_to": "BOM Creator",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "BOM Update Tool",
+   "link_to": "BOM Update Tool",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "BOM Comparison Tool",
+   "link_to": "bom-comparison-tool",
+   "link_type": "Page",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Downtime Entry",
+   "link_to": "Downtime Entry",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "notepad-text",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Reports",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Production Planning Report",
+   "link_to": "Production Planning Report",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Work Order Summary",
+   "link_to": "Work Order Summary",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quality Inspection Summary",
+   "link_to": "Quality Inspection Summary",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Downtime Analysis",
+   "link_to": "Downtime Analysis",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Job Card Summary",
+   "link_to": "Job Card Summary",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "BOM Search",
+   "link_to": "BOM Search",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Production Analytics",
+   "link_to": "Production Analytics",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "BOM Operations Time",
+   "link_to": "BOM Operations Time",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Work Order Consumed Materials",
+   "link_to": "Work Order Consumed Materials",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "database",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Setup",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item",
+   "link_to": "Item",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Warehouse",
+   "link_to": "Warehouse",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Operation",
+   "link_to": "Operation",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Workstation",
+   "link_to": "Workstation",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Workstation Type",
+   "link_to": "Workstation Type",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Plant Floor",
+   "link_to": "Plant Floor",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Routing",
+   "link_to": "Routing",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "settings",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Settings",
+   "link_to": "Manufacturing Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "Manufacturing",
  "type": "Workspace"
 }

erpnext/patches.txt

@@ -492,3 +492,4 @@ erpnext.patches.v16_0.rename_subscription_billing_period_fields
 erpnext.patches.v16_0.drop_redundant_serial_no_index_from_sabb
 erpnext.patches.v16_0.set_default_close_opportunity_after_days
 execute:frappe.db.set_single_value("Accounts Settings", "pcv_job_timeout", 3600)
+erpnext.patches.v16_0.backfill_pick_list_transferred_qty

erpnext/patches/v16_0/backfill_pick_list_transferred_qty.py

@@ -0,0 +1,58 @@
+import frappe
+from frappe.query_builder.functions import Sum
+from frappe.utils import flt
+
+
+def execute():
+	StockEntry = frappe.qb.DocType("Stock Entry")
+	StockEntryDetail = frappe.qb.DocType("Stock Entry Detail")
+
+	pick_lists = (
+		frappe.qb.from_(StockEntry)
+		.select(StockEntry.pick_list)
+		.distinct()
+		.where((StockEntry.pick_list.isnotnull()) & (StockEntry.docstatus == 1))
+	).run(pluck=True)
+
+	if not pick_lists:
+		return
+
+	rows = (
+		frappe.qb.from_(StockEntryDetail)
+		.join(StockEntry)
+		.on(StockEntryDetail.parent == StockEntry.name)
+		.select(
+			StockEntry.pick_list,
+			StockEntryDetail.item_code,
+			StockEntryDetail.s_warehouse,
+			Sum(StockEntryDetail.transfer_qty).as_("qty"),
+		)
+		.where((StockEntry.pick_list.isin(pick_lists)) & (StockEntry.docstatus == 1))
+		.groupby(StockEntry.pick_list, StockEntryDetail.item_code, StockEntryDetail.s_warehouse)
+	).run(as_dict=True)
+
+	transferred = {(r.pick_list, r.item_code, r.s_warehouse): flt(r.qty) for r in rows}
+
+	items = frappe.get_all(
+		"Pick List Item",
+		filters={"parent": ("in", pick_lists), "picked_qty": (">", 0)},
+		fields=["name", "parent", "item_code", "warehouse", "picked_qty"],
+		order_by="idx",
+	)
+
+	updates = {}
+	for row in items:
+		key = (row.parent, row.item_code, row.warehouse)
+		available = transferred.get(key, 0)
+		if available <= 0:
+			continue
+		qty = min(flt(row.picked_qty), available)
+		transferred[key] = available - qty
+		updates[row.name] = {"transferred_qty": qty}
+
+	if not updates:
+		return
+
+	frappe.db.auto_commit_on_many_writes = True
+	frappe.db.bulk_update("Pick List Item", updates)
+	frappe.db.auto_commit_on_many_writes = False

erpnext/projects/doctype/task/task.py

@@ -9,7 +9,7 @@ from frappe import _, throw
 from frappe.desk.form.assign_to import clear, close_all_assignments
 from frappe.model.mapper import get_mapped_doc
 from frappe.query_builder.functions import Max, Min, Sum
-from frappe.utils import add_days, add_to_date, cstr, date_diff, flt, get_link_to_form, getdate, today
+from frappe.utils import add_days, add_to_date, date_diff, flt, get_link_to_form, getdate, today
 from frappe.utils.data import format_date
 from frappe.utils.nestedset import NestedSet
 
@@ -247,25 +247,32 @@ class Task(NestedSet):
 	def check_recursion(self):
 		if self.flags.ignore_recursion_check:
 			return
-		check_list = [["task", "parent"], ["parent", "task"]]
-		for d in check_list:
-			task_list, count = [self.name], 0
-			while len(task_list) > count:
-				tasks = frappe.get_all(
-					"Task Depends On",
-					filters={d[1]: cstr(task_list[count])},
-					fields=[d[0]],
-					as_list=True,
-				)
-				count = count + 1
-				for b in tasks:
-					if b[0] == self.name:
-						frappe.throw(_("Circular Reference Error"), CircularReferenceError)
-					if b[0]:
-						task_list.append(b[0])
+		# "Task Depends On" is a directed edge (parent depends on `task`); a cycle exists if this
+		# task is reachable from itself along either direction. One recursive CTE per direction
+		# fetches the whole reachable set in a single query -- UNION makes it cycle-safe at any
+		# depth, so unlike the old per-node BFS it needs no arbitrary depth cap.
+		for select_field, filter_field in (("task", "parent"), ("parent", "task")):
+			if self._reaches_self(select_field, filter_field):
+				frappe.throw(_("Circular Reference Error"), CircularReferenceError)
 
-				if count == 15:
-					break
+	def _reaches_self(self, select_field: str, filter_field: str) -> bool:
+		depends_on = frappe.qb.DocType("Task Depends On")
+		tree = frappe.qb.Table("dependency_tree")
+		seed = (
+			frappe.qb.from_(depends_on)
+			.select(depends_on[select_field].as_("node"))
+			.where(depends_on[filter_field] == self.name)
+		)
+		recursion = (
+			frappe.qb.from_(depends_on)
+			.join(tree)
+			.on(depends_on[filter_field] == tree.node)
+			.select(depends_on[select_field])
+		)
+		reachable = (
+			frappe.qb.with_(seed + recursion, "dependency_tree", recursive=True).from_(tree).select(tree.node)
+		).run(pluck=True)
+		return self.name in reachable
 
 	def reschedule_dependent_tasks(self):
 		end_date = self.exp_end_date or self.act_end_date

erpnext/projects/workspace/projects/projects.json

@@ -18,6 +18,14 @@
  "is_hidden": 0,
  "label": "Projects",
  "links": [
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Projects",
+   "link_count": 0,
+   "onboard": 0,
+   "type": "Card Break"
+  },
   {
    "hidden": 0,
    "is_query_report": 0,
@@ -37,6 +45,28 @@
    "onboard": 1,
    "type": "Link"
   },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Project",
+   "link_count": 0,
+   "link_to": "Project",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Task",
+   "link_count": 0,
+   "link_to": "Task",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -59,6 +89,17 @@
    "onboard": 0,
    "type": "Link"
   },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Project Template",
+   "link_count": 0,
+   "link_to": "Project Template",
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -70,6 +111,28 @@
    "onboard": 0,
    "type": "Link"
   },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Project Type",
+   "link_count": 0,
+   "link_to": "Project Type",
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "dependencies": "Project",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Project Update",
+   "link_count": 0,
+   "link_to": "Project Update",
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Link"
+  },
   {
    "dependencies": "Project",
    "hidden": 0,
@@ -89,6 +152,14 @@
    "onboard": 0,
    "type": "Card Break"
   },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Time Tracking",
+   "link_count": 0,
+   "onboard": 0,
+   "type": "Card Break"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -100,6 +171,28 @@
    "onboard": 1,
    "type": "Link"
   },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Timesheet",
+   "link_count": 0,
+   "link_to": "Timesheet",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Activity Type",
+   "link_count": 0,
+   "link_to": "Activity Type",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -122,6 +215,17 @@
    "onboard": 0,
    "type": "Link"
   },
+  {
+   "dependencies": "Activity Type",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Activity Cost",
+   "link_count": 0,
+   "link_to": "Activity Cost",
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Link"
+  },
   {
    "hidden": 0,
    "is_query_report": 0,
@@ -130,6 +234,25 @@
    "onboard": 0,
    "type": "Card Break"
   },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Reports",
+   "link_count": 0,
+   "onboard": 0,
+   "type": "Card Break"
+  },
+  {
+   "dependencies": "Timesheet",
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Daily Timesheet Summary",
+   "link_count": 0,
+   "link_to": "Daily Timesheet Summary",
+   "link_type": "Report",
+   "onboard": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "Timesheet",
    "hidden": 0,
@@ -152,6 +275,17 @@
    "onboard": 0,
    "type": "Link"
   },
+  {
+   "dependencies": "Project",
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Project wise Stock Tracking",
+   "link_count": 0,
+   "link_to": "Project wise Stock Tracking",
+   "link_type": "Report",
+   "onboard": 0,
+   "type": "Link"
+  },
   {
    "dependencies": "Project",
    "hidden": 0,
@@ -163,6 +297,28 @@
    "onboard": 0,
    "type": "Link"
   },
+  {
+   "dependencies": "Project",
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Timesheet Billing Summary",
+   "link_count": 0,
+   "link_to": "Timesheet Billing Summary",
+   "link_type": "Report",
+   "onboard": 0,
+   "type": "Link"
+  },
+  {
+   "dependencies": "Task",
+   "hidden": 0,
+   "is_query_report": 1,
+   "label": "Delayed Tasks Summary",
+   "link_count": 0,
+   "link_to": "Delayed Tasks Summary",
+   "link_type": "Report",
+   "onboard": 0,
+   "type": "Link"
+  },
   {
    "dependencies": "Task",
    "hidden": 0,
@@ -182,6 +338,24 @@
    "onboard": 0,
    "type": "Card Break"
   },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Settings",
+   "link_count": 1,
+   "onboard": 0,
+   "type": "Card Break"
+  },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Projects Settings",
+   "link_count": 0,
+   "link_to": "Projects Settings",
+   "link_type": "DocType",
+   "onboard": 0,
+   "type": "Link"
+  },
   {
    "hidden": 0,
    "is_query_report": 0,
@@ -193,9 +367,10 @@
    "type": "Link"
   }
  ],
- "modified": "2026-01-02 17:26:44.644507",
+ "modified": "2026-07-01 13:20:50.651608",
  "modified_by": "Administrator",
  "module": "Projects",
+ "module_onboarding": "Projects Onboarding",
  "name": "Projects",
  "number_cards": [
   {
@@ -219,6 +394,250 @@
  "roles": [],
  "sequence_id": 11.0,
  "shortcuts": [],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "home",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "Projects",
+   "link_type": "Workspace",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "chart",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Dashboard",
+   "link_to": "Project",
+   "link_type": "Dashboard",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "projects",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Project",
+   "link_to": "Project",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "list-todo",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Task",
+   "link_to": "Task",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "calendar-clock",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Timesheet",
+   "link_to": "Timesheet",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "database",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Setup",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Activity Type",
+   "link_to": "Activity Type",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Activity Cost",
+   "link_to": "Activity Cost",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Project Template",
+   "link_to": "Project Template",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Project Type",
+   "link_to": "Project Type",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Project Update",
+   "link_to": "Project Update",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "sheet",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Reports",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Project Summary",
+   "link_to": "Project Summary",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Daily Timesheet Summary",
+   "link_to": "Daily Timesheet Summary",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Timesheet Billing Summary",
+   "link_to": "Timesheet Billing Summary",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Project wise Stock Tracking",
+   "link_to": "Project wise Stock Tracking",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Delayed Tasks Summary",
+   "link_to": "Delayed Tasks Summary",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "settings",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Settings",
+   "link_to": "Projects Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "Projects",
  "type": "Workspace"
 }

erpnext/quality_management/workspace/quality/quality.json

@@ -161,7 +161,7 @@
    "type": "Link"
   }
  ],
- "modified": "2026-01-02 17:32:47.522875",
+ "modified": "2026-06-14 13:44:07.920643",
  "modified_by": "Administrator",
  "module": "Quality Management",
  "name": "Quality",
@@ -174,6 +174,161 @@
  "roles": [],
  "sequence_id": 9.0,
  "shortcuts": [],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "home",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "Quality",
+   "link_type": "Workspace",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "inspection-panel",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quality Inspection",
+   "link_to": "Quality Inspection",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "goal",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quality Goal",
+   "link_to": "Quality Goal",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "review",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quality Review",
+   "link_to": "Quality Review",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "square-activity",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quality Action",
+   "link_to": "Quality Action",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "grid-2x2-check",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Non Conformance",
+   "link_to": "Non Conformance",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "thumbs-up",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quality Feedback",
+   "link_to": "Quality Feedback",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "users",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quality Meeting",
+   "link_to": "Quality Meeting",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "database",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Setup",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quality Procedure",
+   "link_to": "Quality Procedure",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Feedback Template",
+   "link_to": "Quality Feedback Template",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quality Inspection Template",
+   "link_to": "Quality Inspection Template",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "Quality",
  "type": "Workspace"
 }

erpnext/selling/doctype/customer/mapper.py

@@ -21,9 +21,6 @@ def make_quotation(source_name: str, target_doc: str | Document | None = None):
 	)
 
 	target_doc.quotation_to = "Customer"
-	target_doc.run_method("set_missing_values")
-	target_doc.run_method("set_other_charges")
-	target_doc.run_method("calculate_taxes_and_totals")
 
 	price_list, currency = frappe.db.get_value(
 		"Customer", {"name": source_name}, ["default_price_list", "default_currency"]
@@ -33,6 +30,10 @@ def make_quotation(source_name: str, target_doc: str | Document | None = None):
 	if currency:
 		target_doc.currency = currency
 
+	target_doc.run_method("set_missing_values")
+	target_doc.run_method("set_other_charges")
+	target_doc.run_method("calculate_taxes_and_totals")
+
 	return target_doc
 
 

erpnext/selling/doctype/customer/test_customer.py

@@ -5,7 +5,7 @@
 import json
 
 import frappe
-from frappe.utils import flt
+from frappe.utils import flt, nowdate
 
 from erpnext.accounts.party import get_due_date
 from erpnext.exceptions import PartyDisabled, PartyFrozen
@@ -14,12 +14,53 @@ from erpnext.selling.doctype.customer.customer import (
 	get_customer_outstanding,
 )
 from erpnext.selling.doctype.customer.mapper import (
+	make_quotation,
 	parse_full_name,
 )
 from erpnext.tests.utils import ERPNextTestSuite
 
 
 class TestCustomer(ERPNextTestSuite):
+	def test_quotation_from_customer_uses_actual_exchange_rate(self):
+		company = "_Test Company"
+		company_currency = frappe.get_cached_value("Company", company, "default_currency")
+		foreign_currency = "USD" if company_currency != "USD" else "EUR"
+
+		frappe.defaults.set_user_default("company", company)
+		self.addCleanup(frappe.defaults.clear_user_default, "company")
+
+		# Seed a deterministic rate so the test does not depend on the live exchange-rate API.
+		rate = 83.0
+		exchange = frappe.get_doc(
+			{
+				"doctype": "Currency Exchange",
+				"date": nowdate(),
+				"from_currency": foreign_currency,
+				"to_currency": company_currency,
+				"exchange_rate": rate,
+				"for_selling": 1,
+				"for_buying": 1,
+			}
+		).insert(ignore_if_duplicate=True)
+		self.addCleanup(frappe.delete_doc, "Currency Exchange", exchange.name, force=1)
+
+		customer = frappe.get_doc(
+			{
+				"doctype": "Customer",
+				"customer_name": "_Test Customer FX Quotation",
+				"customer_type": "Company",
+				"default_currency": foreign_currency,
+			}
+		).insert()
+		self.addCleanup(frappe.delete_doc, "Customer", customer.name, force=1)
+
+		quotation = make_quotation(customer.name)
+
+		self.assertEqual(quotation.currency, foreign_currency)
+		self.assertNotEqual(flt(quotation.conversion_rate), 1.0)
+		self.assertNotEqual(flt(quotation.conversion_rate), 0.0)
+		self.assertEqual(flt(quotation.conversion_rate), rate)
+
 	def test_get_customer_name_dedupes_with_numeric_suffix(self):
 		# When a customer name already exists, get_customer_name appends "- <max suffix + 1>". The
 		# Postgres branch extracts the suffix with regexp_replace/NULLIF/CAST (pypika's Substring cannot

erpnext/selling/doctype/quotation/mapper.py

@@ -228,7 +228,7 @@ def _make_customer(source_name, ignore_permissions=False):
 
 
 def create_customer_from_lead(lead_name, ignore_permissions=False):
-	from erpnext.crm.doctype.lead.lead import _make_customer
+	from erpnext.crm.doctype.lead.mapper import _make_customer
 
 	customer = _make_customer(lead_name, ignore_permissions=ignore_permissions)
 	customer.flags.ignore_permissions = ignore_permissions

erpnext/selling/workspace/selling/selling.json

@@ -622,9 +622,10 @@
    "type": "Link"
   }
  ],
- "modified": "2026-02-19 13:01:26.893303",
+ "modified": "2026-06-14 13:44:07.820564",
  "modified_by": "Administrator",
  "module": "Selling",
+ "module_onboarding": "Selling Onboarding",
  "name": "Selling",
  "number_cards": [
   {
@@ -648,6 +649,762 @@
  "roles": [],
  "sequence_id": 6.0,
  "shortcuts": [],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "home",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "Selling",
+   "link_type": "Workspace",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "chart",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Dashboard",
+   "link_to": "Selling",
+   "link_type": "Dashboard",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "receipt-text",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quotation",
+   "link_to": "Quotation",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "sell",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Order",
+   "link_to": "Sales Order",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "receipt",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Invoice",
+   "link_to": "Sales Invoice",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "computer",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "POS",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "POS",
+   "link_to": "point-of-sale",
+   "link_type": "Page",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "POS Profile",
+   "link_to": "POS Profile",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "POS Invoice",
+   "link_to": "POS Invoice",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "POS Opening Entry",
+   "link_to": "POS Opening Entry",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "POS Closing Entry",
+   "link_to": "POS Closing Entry",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "POS Invoice Merge Log",
+   "link_to": "POS Invoice Merge Log",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "POS Settings",
+   "link_to": "POS Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Loyalty Program",
+   "link_to": "Loyalty Program",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Loyalty Point Entry",
+   "link_to": "Loyalty Point Entry",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "stock",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Items & Pricing",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item",
+   "link_to": "Item",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item Group",
+   "link_to": "Item Group",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Price List",
+   "link_to": "Price List",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item Price",
+   "link_to": "Item Price",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Pricing Rule",
+   "link_to": "Pricing Rule",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Promotional Scheme",
+   "link_to": "Promotional Scheme",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Coupon Code",
+   "link_to": "Coupon Code",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Blanket Order",
+   "link_to": "Blanket Order",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "database",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Setup",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Customer",
+   "link_to": "Customer",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Customer Group",
+   "link_to": "Customer Group",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Address",
+   "link_to": "Address",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Contact",
+   "link_to": "Contact",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Territory",
+   "link_to": "Territory",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Campaign",
+   "link_to": "Campaign",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Person",
+   "link_to": "Sales Person",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Partner",
+   "link_to": "Sales Partner",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Monthly Distribution",
+   "link_to": "Monthly Distribution",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Terms Template",
+   "link_to": "Terms and Conditions",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Tax Template",
+   "link_to": "Sales Taxes and Charges Template",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Product Bundle",
+   "link_to": "Product Bundle",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "UTM Source",
+   "link_to": "UTM Source",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Shipping Rule",
+   "link_to": "Shipping Rule",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "sheet",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Reports",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Register",
+   "link_to": "Sales Register",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item-wise Sales Register",
+   "link_to": "Item-wise Sales Register",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Analytics",
+   "link_to": "Sales Analytics",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Customer Addresses And Contacts",
+   "link_to": "Address And Contacts",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Inactive Customers",
+   "link_to": "Inactive Customers",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Invoice Trends",
+   "link_to": "Sales Invoice Trends",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Customer Credit Balance",
+   "link_to": "Customer Credit Balance",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Customers Without Any Sales Transactions",
+   "link_to": "Customers Without Any Sales Transactions",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Partners Commission",
+   "link_to": "Sales Partners Commission",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Available Stock for Packing Items",
+   "link_to": "Available Stock for Packing Items",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Territory Target Variance Based On Item Group",
+   "link_to": "Territory Target Variance Based On Item Group",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Person Target Variance Based On Item Group",
+   "link_to": "Sales Person Target Variance Based On Item Group",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Partner Target Variance Based On Item Group",
+   "link_to": "Sales Partner Target Variance based on Item Group",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Pending SO Items For Purchase Request",
+   "link_to": "Pending SO Items For Purchase Request",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Funnel",
+   "link_to": "sales-funnel",
+   "link_type": "Page",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Order Analysis",
+   "link_to": "Sales Order Analysis",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Customer Acquisition and Loyalty",
+   "link_to": "Customer Acquisition and Loyalty",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quotation Trends",
+   "link_to": "Quotation Trends",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Order Trends",
+   "link_to": "Sales Order Trends",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item-wise Sales History",
+   "link_to": "Item-wise Sales History",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Person-wise Transaction Summary",
+   "link_to": "Sales Person-wise Transaction Summary",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "settings",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Settings",
+   "link_to": "Selling Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "Selling",
  "type": "Workspace"
 }

erpnext/setup/doctype/company/company.json

@@ -353,33 +353,48 @@
    "options": "Account"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "round_off_account",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Round Off Account",
+   "no_copy": 1,
    "options": "Account"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "round_off_cost_center",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Round Off Cost Center",
+   "no_copy": 1,
    "options": "Cost Center"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "write_off_account",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Write Off Account",
+   "no_copy": 1,
    "options": "Account"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "exchange_gain_loss_account",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Exchange Gain / Loss Account",
+   "no_copy": 1,
    "options": "Account"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "unrealized_exchange_gain_loss_account",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Unrealized Exchange Gain/Loss Account",
+   "no_copy": 1,
    "options": "Account"
   },
   {
@@ -526,15 +541,19 @@
    "options": "Account"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "accumulated_depreciation_account",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Accumulated Depreciation Account",
    "no_copy": 1,
    "options": "Account"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "depreciation_expense_account",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Depreciation Expense Account",
    "no_copy": 1,
    "options": "Account"
@@ -549,29 +568,39 @@
    "fieldtype": "Column Break"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "disposal_account",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Gain/Loss Account on Asset Disposal",
    "no_copy": 1,
    "options": "Account"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "depreciation_cost_center",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Asset Depreciation Cost Center",
    "no_copy": 1,
    "options": "Cost Center"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "capital_work_in_progress_account",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Capital Work In Progress Account",
+   "no_copy": 1,
    "options": "Account"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "asset_received_but_not_billed",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Asset Received But Not Billed",
+   "no_copy": 1,
    "options": "Account"
   },
   {
@@ -703,15 +732,21 @@
    "options": "Warehouse"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "unrealized_profit_loss_account",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Unrealized Profit / Loss Account",
+   "no_copy": 1,
    "options": "Account"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "default_discount_account",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Default Payment Discount Account",
+   "no_copy": 1,
    "options": "Account"
   },
   {
@@ -753,8 +788,10 @@
    "documentation_url": "https://docs.erpnext.com/docs/user/manual/en/advance-in-separate-party-account",
    "fieldname": "default_advance_received_account",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Default Advance Received Account",
    "mandatory_depends_on": "book_advance_payments_as_liability",
+   "no_copy": 1,
    "options": "Account"
   },
   {
@@ -763,8 +800,10 @@
    "documentation_url": "https://docs.erpnext.com/docs/user/manual/en/advance-in-separate-party-account",
    "fieldname": "default_advance_paid_account",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Default Advance Paid Account",
    "mandatory_depends_on": "book_advance_payments_as_liability",
+   "no_copy": 1,
    "options": "Account"
   },
   {
@@ -844,9 +883,12 @@
    "options": "Account"
   },
   {
+   "depends_on": "eval:!doc.__islocal",
    "fieldname": "round_off_for_opening",
    "fieldtype": "Link",
+   "ignore_user_permissions": 1,
    "label": "Round Off for Opening",
+   "no_copy": 1,
    "options": "Account"
   },
   {
@@ -1026,7 +1068,7 @@
  "image_field": "company_logo",
  "is_tree": 1,
  "links": [],
- "modified": "2026-07-01 11:48:07.853494",
+ "modified": "2026-07-02 07:21:21.794533",
  "modified_by": "Administrator",
  "module": "Setup",
  "name": "Company",

erpnext/setup/doctype/company/company.py

@@ -84,6 +84,7 @@ class Company(NestedSet):
 		default_operating_cost_account: DF.Link | None
 		default_payable_account: DF.Link | None
 		default_provisional_account: DF.Link | None
+		default_purchase_price_variance_account: DF.Link | None
 		default_receivable_account: DF.Link | None
 		default_sales_contact: DF.Link | None
 		default_scrap_warehouse: DF.Link | None

erpnext/setup/doctype/company/company_list.js

@@ -1,5 +0,0 @@
-frappe.listview_settings["Company"] = {
-	onload() {
-		frappe.breadcrumbs.add("Accounts");
-	},
-};

erpnext/setup/workspace/erpnext_settings/erpnext_settings.json

@@ -69,7 +69,7 @@
    "type": "Link"
   }
  ],
- "modified": "2026-01-09 13:05:08.007297",
+ "modified": "2026-06-14 13:43:50.429297",
  "modified_by": "Administrator",
  "module": "Setup",
  "name": "ERPNext Settings",
@@ -128,6 +128,236 @@
    "type": "DocType"
   }
  ],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "earth",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Global Defaults",
+   "link_to": "Global Defaults",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "washing-machine",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "System Settings",
+   "link_to": "System Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "accounting",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Accounts Settings",
+   "link_to": "Accounts Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "computer",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "POS Settings",
+   "link_to": "POS Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "sell",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Selling Settings",
+   "link_to": "Selling Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "buying",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Buying Settings",
+   "link_to": "Buying Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "stock",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Settings",
+   "link_to": "Stock Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "building-2",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Manufacturing Settings",
+   "link_to": "Manufacturing Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "projects",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Projects Settings",
+   "link_to": "Projects Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "crm",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "CRM Settings",
+   "link_to": "CRM Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "support",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Support Settings",
+   "link_to": "Support Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "getting-started",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Other Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Subscription Settings",
+   "link_to": "Subscription Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item Variant Settings",
+   "link_to": "Item Variant Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Delivery Settings",
+   "link_to": "Delivery Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Currency Exchange Settings",
+   "link_to": "Currency Exchange Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Appointment Booking Settings",
+   "link_to": "Appointment Booking Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Reposting Settings",
+   "link_to": "Stock Reposting Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "ERPNext Settings",
  "type": "Workspace"
 }

erpnext/setup/workspace/home/home.json

@@ -1,7 +1,7 @@
 {
  "app": "erpnext",
  "charts": [],
- "content": "[{\"id\":\"aCk49ShVRs\",\"type\":\"onboarding\",\"data\":{\"onboarding_name\":\"Home\",\"col\":12}},{\"id\":\"kb3XPLg8lb\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Your Shortcuts</b></span>\",\"col\":12}},{\"id\":\"nWd2KJPW8l\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Item\",\"col\":3}},{\"id\":\"snrzfbFr5Y\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Customer\",\"col\":3}},{\"id\":\"SHJKakmLLf\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Supplier\",\"col\":3}},{\"id\":\"CPxEyhaf3G\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Invoice\",\"col\":3}},{\"id\":\"WU4F-HUcIQ\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Leaderboard\",\"col\":3}},{\"id\":\"d_KVM1gsf9\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"JVu8-FJZCu\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"id\":\"JiuSi0ubOg\",\"type\":\"card\",\"data\":{\"card_name\":\"Accounting\",\"col\":4}},{\"id\":\"ji2Jlm3Q8i\",\"type\":\"card\",\"data\":{\"card_name\":\"Stock\",\"col\":4}},{\"id\":\"N61oiXpuwK\",\"type\":\"card\",\"data\":{\"card_name\":\"CRM\",\"col\":4}},{\"id\":\"6J0CVl1mPo\",\"type\":\"card\",\"data\":{\"card_name\":\"Data Import and Settings\",\"col\":4}}]",
+ "content": "[{\"id\":\"kb3XPLg8lb\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Your Shortcuts</b></span>\",\"col\":12}},{\"id\":\"nWd2KJPW8l\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Item\",\"col\":3}},{\"id\":\"snrzfbFr5Y\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Customer\",\"col\":3}},{\"id\":\"SHJKakmLLf\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Supplier\",\"col\":3}},{\"id\":\"CPxEyhaf3G\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Sales Invoice\",\"col\":3}},{\"id\":\"d_KVM1gsf9\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"JVu8-FJZCu\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"id\":\"JiuSi0ubOg\",\"type\":\"card\",\"data\":{\"card_name\":\"Accounting\",\"col\":4}},{\"id\":\"ji2Jlm3Q8i\",\"type\":\"card\",\"data\":{\"card_name\":\"Stock\",\"col\":4}},{\"id\":\"N61oiXpuwK\",\"type\":\"card\",\"data\":{\"card_name\":\"CRM\",\"col\":4}},{\"id\":\"6J0CVl1mPo\",\"type\":\"card\",\"data\":{\"card_name\":\"Data Import and Settings\",\"col\":4}}]",
  "creation": "2020-01-23 13:46:38.833076",
  "custom_blocks": [],
  "docstatus": 0,
@@ -13,6 +13,14 @@
  "is_hidden": 0,
  "label": "Home",
  "links": [
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Accounting",
+   "link_count": 0,
+   "onboard": 0,
+   "type": "Card Break"
+  },
   {
    "hidden": 0,
    "is_query_report": 0,
@@ -32,6 +40,28 @@
    "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": "Company",
+   "link_count": 0,
+   "link_to": "Company",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -54,6 +84,28 @@
    "onboard": 1,
    "type": "Link"
   },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Customer",
+   "link_count": 0,
+   "link_to": "Customer",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Supplier",
+   "link_count": 0,
+   "link_to": "Supplier",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -73,6 +125,14 @@
    "onboard": 0,
    "type": "Card Break"
   },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Stock",
+   "link_count": 0,
+   "onboard": 0,
+   "type": "Card Break"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -84,6 +144,28 @@
    "onboard": 1,
    "type": "Link"
   },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Item",
+   "link_count": 0,
+   "link_to": "Item",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Warehouse",
+   "link_count": 0,
+   "link_to": "Warehouse",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -106,6 +188,17 @@
    "onboard": 1,
    "type": "Link"
   },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Brand",
+   "link_count": 0,
+   "link_to": "Brand",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -117,6 +210,28 @@
    "onboard": 1,
    "type": "Link"
   },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Unit of Measure (UOM)",
+   "link_count": 0,
+   "link_to": "UOM",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Stock Reconciliation",
+   "link_count": 0,
+   "link_to": "Stock Reconciliation",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -136,6 +251,25 @@
    "onboard": 0,
    "type": "Card Break"
   },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "CRM",
+   "link_count": 0,
+   "onboard": 0,
+   "type": "Card Break"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Lead",
+   "link_count": 0,
+   "link_to": "Lead",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -158,6 +292,28 @@
    "onboard": 1,
    "type": "Link"
   },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Customer Group",
+   "link_count": 0,
+   "link_to": "Customer Group",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Territory",
+   "link_count": 0,
+   "link_to": "Territory",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -177,6 +333,14 @@
    "onboard": 0,
    "type": "Card Break"
   },
+  {
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Data Import and Settings",
+   "link_count": 0,
+   "onboard": 0,
+   "type": "Card Break"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -188,6 +352,28 @@
    "onboard": 1,
    "type": "Link"
   },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Import Data",
+   "link_count": 0,
+   "link_to": "Data Import",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
+  {
+   "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": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -210,6 +396,28 @@
    "onboard": 1,
    "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": 1,
+   "type": "Link"
+  },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Letter Head",
+   "link_count": 0,
+   "link_to": "Letter Head",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -221,6 +429,17 @@
    "onboard": 1,
    "type": "Link"
   },
+  {
+   "dependencies": "",
+   "hidden": 0,
+   "is_query_report": 0,
+   "label": "Email Account",
+   "link_count": 0,
+   "link_to": "Email Account",
+   "link_type": "DocType",
+   "onboard": 1,
+   "type": "Link"
+  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -233,7 +452,7 @@
    "type": "Link"
   }
  ],
- "modified": "2025-07-02 14:12:28.407612",
+ "modified": "2026-07-01 14:22:16.927245",
  "modified_by": "Administrator",
  "module": "Setup",
  "name": "Home",
@@ -267,6 +486,74 @@
    "type": "DocType"
   }
  ],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item",
+   "link_to": "Item",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "Home",
+   "link_type": "Workspace",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Customer",
+   "link_to": "Customer",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Supplier",
+   "link_to": "Supplier",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Invoice",
+   "link_to": "Sales Invoice",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "Home",
  "type": "Workspace"
 }

erpnext/setup/workspace/organization/organization.json

@@ -0,0 +1,204 @@
+{
+ "allowed_users": [
+  {
+   "user": "Administrator"
+  },
+  {
+   "user": "Guest"
+  },
+  {
+   "user": "accounts@test.com"
+  },
+  {
+   "user": "ankush@erpnext.com"
+  },
+  {
+   "user": "faris@erpnext.com"
+  },
+  {
+   "user": "mention_test_user@example.com"
+  },
+  {
+   "user": "project@frappe.io"
+  },
+  {
+   "user": "rushabh@erpnext.com"
+  },
+  {
+   "user": "saqib@erpnext.com"
+  },
+  {
+   "user": "soham@frappe.io"
+  },
+  {
+   "user": "sohamengineer123@gmail.com"
+  },
+  {
+   "user": "sohamkulkarns9@gmail.com"
+  },
+  {
+   "user": "sydel@frappe.io"
+  },
+  {
+   "user": "test'5@example.com"
+  },
+  {
+   "user": "test1@example.com"
+  },
+  {
+   "user": "test2@example.com"
+  },
+  {
+   "user": "test3@example.com"
+  },
+  {
+   "user": "test4@example.com"
+  },
+  {
+   "user": "test@example.com"
+  },
+  {
+   "user": "test@portal.com"
+  },
+  {
+   "user": "testpassword@example.com"
+  },
+  {
+   "user": "testperm@example.com"
+  },
+  {
+   "user": "web@web.com"
+  }
+ ],
+ "app": "erpnext",
+ "charts": [],
+ "content": "[]",
+ "creation": "2026-06-11 11:51:21.789012",
+ "custom_blocks": [],
+ "docstatus": 0,
+ "doctype": "Workspace",
+ "for_user": "",
+ "hide_custom": 0,
+ "icon": "organization",
+ "idx": 0,
+ "indicator_color": "green",
+ "is_hidden": 0,
+ "label": "Organization",
+ "link_type": "DocType",
+ "links": [],
+ "modified": "2026-06-16 00:45:57.595188",
+ "modified_by": "Administrator",
+ "module": "Setup",
+ "module_onboarding": "Organization Onboarding",
+ "name": "Organization",
+ "number_cards": [],
+ "owner": "Administrator",
+ "public": 1,
+ "quick_lists": [],
+ "roles": [],
+ "sequence_id": 46.0,
+ "shortcuts": [],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 1,
+   "icon": "organization",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Company",
+   "link_to": "Company",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "book-text",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Letter Head",
+   "link_to": "Letter Head",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "file-user",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Department",
+   "link_to": "Department",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "book-user",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Branch",
+   "link_to": "Branch",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "users",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "User",
+   "link_to": "User",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "user-round-check",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Role Permissions",
+   "link_to": "permission-manager",
+   "link_type": "Page",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "mail",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Email Account",
+   "link_to": "Email Account",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
+ "title": "Organization",
+ "type": "Workspace"
+}

erpnext/stock/doctype/item/item.js

@@ -1074,62 +1074,141 @@ $.extend(erpnext.item, {
 
 		function make_fields_from_attribute_values(attr_dict) {
 			let fields = [];
-			let att_key = frm.doc.attributes.map((idx) => idx.attribute);
-			att_key.forEach((name, i) => {
+			let attributes = frm.doc.attributes.filter((row) => !row.disabled);
+			attributes.forEach((row, i) => {
+				let name = row.attribute;
 				if (i % 3 === 0) {
 					fields.push({ fieldtype: "Section Break" });
 				}
-				fields.push({ fieldtype: "Column Break", label: name });
+				fields.push({ fieldtype: "Column Break" });
 				fields.push({
-					fieldtype: "Data",
-					placeholder: "Search",
-					fieldname: `search_${frappe.scrub(name)}`,
-					onchange: function (e) {
-						let value = e.target.value;
-						let result = attr_dict[name].filter((attr_value) =>
-							attr_value.toString().toLowerCase().includes(value.toLowerCase())
-						);
-						attr_dict[name].forEach((attr_value) => {
-							if (result.includes(attr_value)) {
-								me.multiple_variant_dialog.set_df_property(attr_value, "hidden", 0);
-							} else {
-								me.multiple_variant_dialog.set_df_property(attr_value, "hidden", 1);
-							}
-						});
-					},
-				});
-				attr_dict[name].forEach((value) => {
-					fields.push({
-						fieldtype: "Check",
-						label: value,
-						fieldname: value,
-						default: 0,
-						onchange: function () {
-							let selected_attributes = get_selected_attributes();
-							let lengths = Object.keys(selected_attributes).map((key) => {
-								return selected_attributes[key].length;
-							});
-							if (!lengths.length) {
-								me.multiple_variant_dialog.get_primary_btn().html(__("Create Variants"));
-								me.multiple_variant_dialog.disable_primary_action();
-							} else {
-								let no_of_combinations = lengths.reduce((a, b) => a * b, 1);
-								let msg;
-								if (no_of_combinations === 1) {
-									msg = __("Make {0} Variant", [no_of_combinations]);
-								} else {
-									msg = __("Make {0} Variants", [no_of_combinations]);
-								}
-								me.multiple_variant_dialog.get_primary_btn().html(msg);
-								me.multiple_variant_dialog.enable_primary_action();
-							}
-						},
-					});
+					fieldtype: "MultiSelectPills",
+					label: name,
+					fieldname: frappe.scrub(name),
+					placeholder: __("Search values..."),
+					get_data: (txt) => get_attribute_suggestions(attr_dict[name], txt),
+					onchange: update_primary_action,
 				});
 			});
 			return fields;
 		}
 
+		function get_attribute_suggestions(spec, txt) {
+			if (!spec) return [];
+			return Array.isArray(spec) ? filter_list(spec, txt) : numeric_suggestions(spec, txt);
+		}
+
+		// Cap matches so a long value list never hands everything to Awesomplete,
+		// which would freeze the browser.
+		function filter_list(values, txt) {
+			txt = (txt || "").toLowerCase();
+			let matches = [];
+			for (let value of values) {
+				if (!txt || value.toLowerCase().includes(txt)) {
+					matches.push(value);
+					if (matches.length >= 50) break;
+				}
+			}
+			return matches;
+		}
+
+		// Numeric ranges aren't enumerated. With no input, preview the first few
+		// values; once the user types, accept it only if it lies on the increment
+		// within [from, to]. Both paths are cheap even for huge ranges.
+		function numeric_suggestions(range, txt) {
+			let { from_range: from, to_range: to, increment } = range;
+			if (!(increment > 0) || from > to) return [];
+
+			txt = (txt || "").trim();
+			if (!txt) {
+				let preview = [];
+				for (
+					let value = from;
+					value <= to && preview.length < 50;
+					value = flt(value + increment, 6)
+				) {
+					preview.push(String(value));
+				}
+				return preview;
+			}
+
+			return is_valid_attribute_value(range, txt) ? [String(flt(txt, 6))] : [];
+		}
+
+		function is_valid_attribute_value(spec, value) {
+			if (!spec || !value) return false;
+			if (Array.isArray(spec)) return spec.includes(value);
+
+			let { from_range: from, to_range: to, increment } = spec;
+			if (!(increment > 0)) return false;
+
+			// Reject anything that isn't cleanly a number ("abc", "5000xyz", "");
+			// flt would coerce these to 0 and wrongly accept them.
+			let text = String(value).trim();
+			let num = Number(text);
+			if (text === "" || !Number.isFinite(num)) return false;
+
+			if (num < from || num > to) return false;
+			let steps = (num - from) / increment;
+			return Math.abs(Math.round(steps) - steps) <= 1e-6;
+		}
+
+		// Block variant creation if anything is wrong: an invalid committed pill, or
+		// text typed but not added as a pill (which get_selected_attributes would
+		// otherwise drop silently). The user must fix each before creation proceeds.
+		function validate_selected_attributes() {
+			let errors = [];
+			frm.doc.attributes.forEach((row) => {
+				if (row.disabled) return;
+				let field = me.multiple_variant_dialog.get_field(frappe.scrub(row.attribute));
+				if (!field) return;
+
+				let attribute = frappe.utils.escape_html(row.attribute);
+				let spec = attr_val_fields[row.attribute];
+
+				let invalid = [
+					...new Set((field.get_value() || []).filter((v) => !is_valid_attribute_value(spec, v))),
+				];
+				if (invalid.length) {
+					let values = invalid.map(frappe.utils.escape_html).join(", ");
+					errors.push(__("{0}: remove invalid value(s) {1}", [attribute, values]));
+				}
+
+				let pending = (field.$input?.val() || "").trim();
+				if (pending) {
+					let value = frappe.utils.escape_html(pending);
+					errors.push(
+						__("{0}: select the typed value {1} from the list or clear it", [attribute, value])
+					);
+				}
+			});
+
+			if (errors.length) {
+				frappe.throw({
+					title: __("Invalid Attribute Values"),
+					message: errors.join("<br>"),
+					indicator: "red",
+				});
+			}
+		}
+
+		function update_primary_action() {
+			let selected_attributes = get_selected_attributes();
+			let counts = Object.keys(selected_attributes).map((key) => selected_attributes[key].length);
+			if (!counts.length) {
+				me.multiple_variant_dialog.get_primary_btn().html(__("Create Variants"));
+				me.multiple_variant_dialog.disable_primary_action();
+			} else {
+				let no_of_combinations = counts.reduce((a, b) => a * b, 1);
+				let msg =
+					no_of_combinations === 1
+						? __("Make {0} Variant", [no_of_combinations])
+						: __("Make {0} Variants", [no_of_combinations]);
+				me.multiple_variant_dialog.get_primary_btn().html(msg);
+				me.multiple_variant_dialog.enable_primary_action();
+			}
+		}
+
 		function make_and_show_dialog(fields) {
 			me.multiple_variant_dialog = new frappe.ui.Dialog({
 				title: __("Select Attribute Values"),
@@ -1155,6 +1234,8 @@ $.extend(erpnext.item, {
 			});
 
 			me.multiple_variant_dialog.set_primary_action(__("Create Variants"), () => {
+				validate_selected_attributes();
+
 				let selected_attributes = get_selected_attributes();
 				let use_template_image = me.multiple_variant_dialog.get_value("use_template_image");
 
@@ -1182,72 +1263,70 @@ $.extend(erpnext.item, {
 				});
 			});
 
-			$($(me.multiple_variant_dialog.$wrapper.find(".form-column")).find(".frappe-control")).css(
-				"margin-bottom",
-				"0px"
-			);
-
 			me.multiple_variant_dialog.disable_primary_action();
 			me.multiple_variant_dialog.clear();
 			me.multiple_variant_dialog.show();
-			me.multiple_variant_dialog.$wrapper
-				.find("div[data-fieldname^='search_']")
-				.find(".clearfix")
-				.hide();
 		}
 
 		function get_selected_attributes() {
 			let selected_attributes = {};
-			me.multiple_variant_dialog.$wrapper.find(".form-column").each((i, col) => {
-				if (i === 0) return;
-				let attribute_name = $(col).find(".column-label").html().trim();
-				selected_attributes[attribute_name] = [];
-				let checked_opts = $(col).find(".checkbox input");
-				checked_opts.each((i, opt) => {
-					if ($(opt).is(":checked")) {
-						selected_attributes[attribute_name].push($(opt).attr("data-fieldname"));
-					}
-				});
-				if (!selected_attributes[attribute_name].length) {
-					delete selected_attributes[attribute_name];
+			frm.doc.attributes.forEach((row) => {
+				if (row.disabled) return;
+				let values = me.multiple_variant_dialog.get_value(frappe.scrub(row.attribute));
+				if (values && values.length) {
+					selected_attributes[row.attribute] = values;
 				}
 			});
-
 			return selected_attributes;
 		}
 
 		frm.doc.attributes.forEach(function (d) {
 			if (!d.disabled) {
 				let p = new Promise((resolve) => {
-					if (!d.numeric_values) {
-						frappe
-							.call({
-								method: "frappe.client.get_list",
-								args: {
-									doctype: "Item Attribute Value",
-									filters: [["parent", "=", d.attribute]],
-									fields: ["attribute_value"],
-									limit_page_length: 0,
-									parent: "Item Attribute",
-									order_by: "idx",
-								},
-							})
-							.then((r) => {
-								if (r.message) {
-									attr_val_fields[d.attribute] = r.message.map(function (d) {
-										return d.attribute_value;
+					// Read the numeric configuration from the Item Attribute master
+					// instead of the variant attribute row, which may be stale or
+					// blank if the attribute was made numeric after it was added here.
+					frappe.db
+						.get_value("Item Attribute", d.attribute, [
+							"numeric_values",
+							"from_range",
+							"to_range",
+							"increment",
+						])
+						.then((res) => {
+							let attr = res.message || {};
+
+							if (!attr.numeric_values) {
+								frappe
+									.call({
+										method: "frappe.client.get_list",
+										args: {
+											doctype: "Item Attribute Value",
+											filters: [["parent", "=", d.attribute]],
+											fields: ["attribute_value"],
+											limit_page_length: 0,
+											parent: "Item Attribute",
+											order_by: "idx",
+										},
+									})
+									.then((r) => {
+										attr_val_fields[d.attribute] = (r.message || []).map(
+											(row) => row.attribute_value
+										);
+										resolve();
 									});
-									resolve();
-								}
-							});
-					} else {
-						let values = [];
-						for (var i = d.from_range; i <= d.to_range; i = flt(i + d.increment, 6)) {
-							values.push(i);
-						}
-						attr_val_fields[d.attribute] = values;
-						resolve();
-					}
+							} else {
+								// Store the range instead of enumerating it; a large range
+								// (e.g. 1-100000) is slow to build and to search. Values are
+								// validated against the range on demand while typing.
+								attr_val_fields[d.attribute] = {
+									from_range: flt(attr.from_range),
+									to_range: flt(attr.to_range),
+									increment: flt(attr.increment),
+								};
+								resolve();
+							}
+						});
 				});
 
 				promises.push(p);

erpnext/stock/doctype/item/item.py

@@ -1372,7 +1372,8 @@ def get_purchase_voucher_details(doctype, item_code, document_name=None):
 		query = query.select(parent_doc.transaction_date)
 		query = query.orderby(parent_doc.transaction_date, parent_doc.name, order=Order.desc)
 
-	return query.run(as_dict=1)
+	# only the latest ([0]) row is ever used, so fetch just that instead of every purchase of the item
+	return query.limit(1).run(as_dict=1)
 
 
 def check_stock_uom_with_bin(item, stock_uom):
@@ -1762,3 +1763,13 @@ def get_default_warehouse_for_opening_stock(item, company: str, warehouse: str |
 			"No warehouse found for company {0}. Please set a Default Warehouse in Item Defaults or Stock Settings."
 		).format(frappe.bold(company))
 	)
+
+
+def on_doctype_update():
+	if frappe.db.db_type == "postgres":
+		# The Item link-search (erpnext.controllers.queries.item_query) filters
+		# `item_code/item_name LIKE '%txt%'` -- a leading-wildcard LIKE no btree can serve. pg_trgm
+		# GIN indexes accelerate it. Item is read-heavy/write-light master data, so GIN maintenance
+		# cost is negligible. Postgres-only (`using` is a no-op on MariaDB, which has its own FULLTEXT).
+		frappe.db.add_index("Item", ["item_code"], using="gin_trgm")
+		frappe.db.add_index("Item", ["item_name"], using="gin_trgm")

erpnext/stock/doctype/item_attribute/item_attribute.js

@@ -1,4 +1,13 @@
 // Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 
-frappe.ui.form.on("Item Attribute", {});
+frappe.ui.form.on("Item Attribute", {
+	numeric_values(frm) {
+		// Numeric attributes have no discrete values; drop the rows so their
+		// mandatory Attribute Value / Abbreviation don't block the save.
+		if (frm.doc.numeric_values) {
+			frm.clear_table("item_attribute_values");
+			frm.refresh_field("item_attribute_values");
+		}
+	},
+});

erpnext/stock/doctype/pick_list/mapper.py

@@ -285,9 +285,6 @@ def create_stock_entry(pick_list: str | dict):
 	pick_list = frappe.get_doc(frappe.parse_json(pick_list))
 	validate_item_locations(pick_list)
 
-	if stock_entry_exists(pick_list.get("name")):
-		return frappe.msgprint(_("Stock Entry has already been created against this Pick List"))
-
 	stock_entry = frappe.new_doc("Stock Entry")
 	stock_entry.pick_list = pick_list.get("name")
 	stock_entry.purpose = pick_list.get("purpose")
@@ -301,6 +298,9 @@ def create_stock_entry(pick_list: str | dict):
 	else:
 		stock_entry = update_stock_entry_items_with_no_reference(pick_list, stock_entry)
 
+	if not stock_entry.get("items"):
+		return frappe.msgprint(_("All picked items have already been transferred against this Pick List"))
+
 	stock_entry.set_missing_values()
 
 	return stock_entry.as_dict()
@@ -366,6 +366,8 @@ def update_stock_entry_based_on_work_order(pick_list, stock_entry):
 	stock_entry.project = work_order.project
 
 	for location in pick_list.locations:
+		if get_pending_transfer_stock_qty(location) <= 0:
+			continue
 		item = frappe._dict()
 		update_common_item_properties(item, location)
 		item.t_warehouse = wip_warehouse
@@ -377,6 +379,8 @@ def update_stock_entry_based_on_work_order(pick_list, stock_entry):
 
 def update_stock_entry_based_on_material_request(pick_list, stock_entry):
 	for location in pick_list.locations:
+		if get_pending_transfer_stock_qty(location) <= 0:
+			continue
 		target_warehouse = None
 		if location.material_request_item:
 			target_warehouse = frappe.get_value(
@@ -392,6 +396,8 @@ def update_stock_entry_based_on_material_request(pick_list, stock_entry):
 
 def update_stock_entry_items_with_no_reference(pick_list, stock_entry):
 	for location in pick_list.locations:
+		if get_pending_transfer_stock_qty(location) <= 0:
+			continue
 		item = frappe._dict()
 		update_common_item_properties(item, location)
 
@@ -400,11 +406,18 @@ def update_stock_entry_items_with_no_reference(pick_list, stock_entry):
 	return stock_entry
 
 
+def get_pending_transfer_stock_qty(location):
+	"""Stock qty of this pick list row still to be moved into a Stock Entry."""
+	return flt(location.picked_qty) - flt(location.transferred_qty)
+
+
 def update_common_item_properties(item, location):
+	pending_stock_qty = get_pending_transfer_stock_qty(location)
 	item.item_code = location.item_code
+	item.item_name = location.item_name
 	item.s_warehouse = location.warehouse
-	item.transfer_qty = location.picked_qty
-	item.qty = flt(location.picked_qty / (location.conversion_factor or 1), location.precision("qty"))
+	item.transfer_qty = pending_stock_qty
+	item.qty = flt(pending_stock_qty / (location.conversion_factor or 1), location.precision("qty"))
 	item.uom = location.uom
 	item.conversion_factor = location.conversion_factor
 	item.stock_uom = location.stock_uom
@@ -412,3 +425,4 @@ def update_common_item_properties(item, location):
 	item.serial_no = location.serial_no
 	item.batch_no = location.batch_no
 	item.material_request_item = location.material_request_item
+	item.pick_list_item = location.name

erpnext/stock/doctype/pick_list/pick_list.json

@@ -190,7 +190,7 @@
    "in_standard_filter": 1,
    "label": "Status",
    "no_copy": 1,
-   "options": "Draft\nOpen\nPartly Delivered\nCompleted\nCancelled",
+   "options": "Draft\nOpen\nPartly Delivered\nPartially Transferred\nCompleted\nCancelled",
    "print_hide": 1,
    "read_only": 1,
    "report_hide": 1,
@@ -278,7 +278,7 @@
  ],
  "is_submittable": 1,
  "links": [],
- "modified": "2026-02-06 18:14:18.361039",
+ "modified": "2026-07-01 14:27:50.617011",
  "modified_by": "Administrator",
  "module": "Stock",
  "name": "Pick List",

erpnext/stock/doctype/pick_list/pick_list.py

@@ -71,7 +71,9 @@ class PickList(TransactionBase):
 		purpose: DF.Literal["Material Transfer for Manufacture", "Material Transfer", "Delivery"]
 		scan_barcode: DF.Data | None
 		scan_mode: DF.Check
-		status: DF.Literal["Draft", "Open", "Partly Delivered", "Completed", "Cancelled"]
+		status: DF.Literal[
+			"Draft", "Open", "Partly Delivered", "Partially Transferred", "Completed", "Cancelled"
+		]
 		work_order: DF.Link | None
 	# end: auto-generated types
 
@@ -417,6 +419,34 @@ class PickList(TransactionBase):
 
 		return stock_entry_exists(self.name)
 
+	def get_transfer_status(self):
+		"""Return the pick list's transfer progress based on how much of the picked qty has been
+		moved into submitted Stock Entries (tracked on Pick List Item.transferred_qty).
+
+		Only applies to purposes that move stock via Stock Entry; the Delivery purpose is tracked
+		via delivery_status instead. Returns "Completed", "Partially Transferred" or None."""
+		if self.purpose == "Delivery":
+			return None
+
+		total_picked = sum(flt(row.picked_qty) for row in self.locations)
+		if not total_picked:
+			return None
+
+		total_transferred = sum(flt(row.transferred_qty) for row in self.locations)
+		if total_transferred <= 0:
+			return None
+
+		if total_transferred >= total_picked:
+			return "Completed"
+
+		return "Partially Transferred"
+
+	def is_fully_transferred(self):
+		return self.get_transfer_status() == "Completed"
+
+	def is_partially_transferred(self):
+		return self.get_transfer_status() == "Partially Transferred"
+
 	def update_reference_qty(self):
 		packed_items = []
 		so_items = []

erpnext/stock/doctype/pick_list/pick_list_list.js

@@ -7,6 +7,7 @@ frappe.listview_settings["Pick List"] = {
 			Draft: "red",
 			Open: "orange",
 			"Partly Delivered": "orange",
+			"Partially Transferred": "yellow",
 			Completed: "green",
 			Cancelled: "red",
 		};

erpnext/stock/doctype/pick_list/test_pick_list.py

@@ -13,6 +13,7 @@ from erpnext.stock.doctype.pick_list.mapper import (
 	create_delivery,
 	create_delivery_note,
 	create_dn_for_pick_lists,
+	create_stock_entry,
 )
 from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
 from erpnext.stock.doctype.serial_and_batch_bundle.test_serial_and_batch_bundle import (
@@ -1221,6 +1222,64 @@ class TestPickList(ERPNextTestSuite):
 		pl.reload()
 		self.assertEqual(pl.status, "Cancelled")
 
+	def test_pick_list_partial_transfer_status(self):
+		"""Partial Stock Entries from a Pick List should track transferred_qty and drive the
+		Partially Transferred / Completed status, and allow further transfers for the remainder."""
+		from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
+
+		item = make_item(properties={"is_stock_item": 1}).name
+		source_warehouse = "_Test Warehouse - _TC"
+		target_warehouse = create_warehouse("_Test Transfer Target Warehouse")
+		make_stock_entry(item=item, to_warehouse=source_warehouse, qty=10)
+
+		pick_list = frappe.get_doc(
+			{
+				"doctype": "Pick List",
+				"company": "_Test Company",
+				"purpose": "Material Transfer",
+				"pick_manually": 1,
+				"locations": [
+					{
+						"item_code": item,
+						"qty": 10,
+						"stock_qty": 10,
+						"conversion_factor": 1,
+						"warehouse": source_warehouse,
+						"picked_qty": 10,
+					}
+				],
+			}
+		)
+		pick_list.submit()
+		self.assertEqual(pick_list.status, "Open")
+
+		# Transfer 4 of the 10 picked units.
+		se1 = frappe.get_doc(create_stock_entry(pick_list.as_dict()))
+		self.assertEqual(se1.items[0].qty, 10)
+		se1.items[0].qty = 4
+		se1.items[0].t_warehouse = target_warehouse
+		se1.submit()
+
+		pick_list.reload()
+		self.assertEqual(pick_list.locations[0].transferred_qty, 4)
+		self.assertEqual(pick_list.status, "Partially Transferred")
+
+		# The next Stock Entry should only offer the remaining 6 units.
+		se2 = frappe.get_doc(create_stock_entry(pick_list.as_dict()))
+		self.assertEqual(se2.items[0].qty, 6)
+		se2.items[0].t_warehouse = target_warehouse
+		se2.submit()
+
+		pick_list.reload()
+		self.assertEqual(pick_list.locations[0].transferred_qty, 10)
+		self.assertEqual(pick_list.status, "Completed")
+
+		# Cancelling the last entry rolls transferred_qty and status back.
+		se2.cancel()
+		pick_list.reload()
+		self.assertEqual(pick_list.locations[0].transferred_qty, 4)
+		self.assertEqual(pick_list.status, "Partially Transferred")
+
 	def test_pick_list_validation(self):
 		warehouse = "_Test Warehouse - _TC"
 		item = make_item("Test Non Serialized Pick List Item", properties={"is_stock_item": 1}).name

erpnext/stock/doctype/pick_list_item/pick_list_item.json

@@ -22,6 +22,7 @@
   "conversion_factor",
   "stock_uom",
   "delivered_qty",
+  "transferred_qty",
   "available_quantity_section",
   "actual_qty",
   "column_break_kyek",
@@ -255,6 +256,16 @@
    "read_only": 1,
    "report_hide": 1
   },
+  {
+   "default": "0",
+   "fieldname": "transferred_qty",
+   "fieldtype": "Float",
+   "label": "Transferred Qty (in Stock UOM)",
+   "no_copy": 1,
+   "print_hide": 1,
+   "read_only": 1,
+   "report_hide": 1
+  },
   {
    "fieldname": "available_quantity_section",
    "fieldtype": "Section Break",
@@ -285,7 +296,7 @@
  ],
  "istable": 1,
  "links": [],
- "modified": "2026-03-17 16:25:10.358013",
+ "modified": "2026-07-01 14:27:50.617011",
  "modified_by": "Administrator",
  "module": "Stock",
  "name": "Pick List Item",

erpnext/stock/doctype/pick_list_item/pick_list_item.py

@@ -39,6 +39,7 @@ class PickListItem(Document):
 		stock_qty: DF.Float
 		stock_reserved_qty: DF.Float
 		stock_uom: DF.Link | None
+		transferred_qty: DF.Float
 		uom: DF.Link | None
 		use_serial_batch_fields: DF.Check
 		warehouse: DF.Link | None

erpnext/stock/doctype/repost_item_valuation/repost_item_valuation.py

@@ -425,10 +425,10 @@ def repost(doc):
 		if isinstance(message, dict):
 			message = message.get("message")
 
-		status = "Failed"
-		# If failed because of timeout, set status to In Progress
-		if traceback and ("timeout" in traceback.lower() or "Deadlock found" in traceback):
-			status = "In Progress"
+		# Recoverable errors (deadlock, lock/query timeout, job timeout) re-queue as In Progress.
+		# Classify by type: the old traceback string-match only knew MariaDB's "Deadlock found" and
+		# missed Postgres deadlocks ("deadlock detected"), failing them permanently.
+		status = "In Progress" if isinstance(e, RecoverableErrors) else "Failed"
 
 		if traceback:
 			message += "<br><br>" + "<b>Traceback:</b> <br>" + traceback
@@ -447,7 +447,8 @@ def repost(doc):
 				"Email Account", {"default_outgoing": 1, "enable_outgoing": 1}, "name"
 			)
 
-			if outgoing_email_account and not isinstance(e, RecoverableErrors):
+			# status == "Failed" already implies e is not recoverable, so no need to re-check here.
+			if outgoing_email_account:
 				notify_error_to_stock_managers(doc, message)
 				doc.set_status("Failed")
 	finally:

erpnext/stock/doctype/repost_item_valuation/test_repost_item_valuation.py

@@ -220,6 +220,39 @@ class TestRepostItemValuation(ERPNextTestSuite, StockTestMixin):
 			sorted(frappe.parse_json(frappe.as_json(set([("a", "b"), ("c", "d")])))),
 		)
 
+	def test_recoverable_error_requeues_instead_of_failing(self):
+		# A recoverable DB error (e.g. Postgres deadlock -> QueryDeadlockError) must re-queue the
+		# repost as "In Progress"; a non-recoverable error still fails. Regression: the old check
+		# string-matched MariaDB's "Deadlock found" and missed Postgres deadlocks ("deadlock detected").
+		from unittest.mock import patch
+
+		from frappe.exceptions import QueryDeadlockError
+
+		from erpnext.stock.doctype.repost_item_valuation import repost_item_valuation as riv
+
+		orig_max_writes = frappe.db.MAX_WRITES_PER_TRANSACTION
+		self.addCleanup(setattr, frappe.db, "MAX_WRITES_PER_TRANSACTION", orig_max_writes)
+
+		def status_after(error):
+			doc = frappe.new_doc("Repost Item Valuation")
+			doc.name = "test-recoverable-riv"
+			doc.set_status = doc.log_error = doc.db_set = MagicMock()
+			captured = {}
+			with (
+				patch.object(frappe, "in_test", False),
+				patch.object(frappe.db, "exists", return_value=True),
+				patch.object(frappe.db, "commit"),
+				patch.object(frappe.db, "rollback"),
+				patch.object(frappe.db, "set_value", side_effect=lambda *a, **k: captured.update(a[2])),
+				patch.object(riv, "repost_sl_entries", side_effect=error),
+				patch.object(frappe, "get_cached_value", return_value=None),
+			):
+				riv.repost(doc)
+			return captured.get("status")
+
+		self.assertEqual(status_after(QueryDeadlockError("deadlock detected")), "In Progress")
+		self.assertEqual(status_after(ValueError("boom")), "Failed")
+
 	def test_gl_repost_progress(self):
 		from erpnext.accounts import utils
 

erpnext/stock/doctype/serial_and_batch_bundle/serial_and_batch_bundle.py

@@ -1814,6 +1814,27 @@ class SerialandBatchBundle(Document):
 		self.set("entries", [])
 
 
+def on_doctype_update():
+	if frappe.db.db_type == "postgres":
+		# Bundle-direct lookups (get_ledgers_from_serial_batch_bundle, get_picked_*) always filter
+		# `is_cancelled = 0` and scope by voucher_no or item_code+warehouse -- none of which the parent
+		# bundle is otherwise indexed on (only voucher_type/voucher_detail_no are). Partial indexes keep
+		# only the active bundles. Postgres-only (`where` is a no-op on MariaDB, and MariaDB's optimizer
+		# ignores partial predicates anyway).
+		frappe.db.add_index(
+			"Serial and Batch Bundle",
+			["voucher_no"],
+			index_name="sabb_active_voucher",
+			where="is_cancelled = 0",
+		)
+		frappe.db.add_index(
+			"Serial and Batch Bundle",
+			["item_code", "warehouse"],
+			index_name="sabb_active_item_wh",
+			where="is_cancelled = 0",
+		)
+
+
 @frappe.whitelist()
 def download_blank_csv_template(content: str | list):
 	csv_data = []

erpnext/stock/doctype/stock_entry/stock_entry.py

@@ -164,6 +164,15 @@ class StockEntry(StockController, SubcontractingInwardController):
 	def __init__(self, *args, **kwargs):
 		super().__init__(*args, **kwargs)
 		self._configure_purpose_class()
+		self.status_updater = [
+			{
+				"source_dt": "Stock Entry Detail",
+				"target_dt": "Pick List Item",
+				"join_field": "pick_list_item",
+				"target_field": "transferred_qty",
+				"source_field": "transfer_qty",
+			}
+		]
 
 		if self.subcontracting_inward_order:
 			self.subcontract_data = frappe._dict(
@@ -349,6 +358,7 @@ class StockEntry(StockController, SubcontractingInwardController):
 		self.delink_asset_repair_sabb()
 		self.validate_closed_subcontracting_order()
 		self.update_subcontracting_order_status()
+		self.update_pick_list_status()
 		self.cancel_stock_reserve_for_wip_and_fg()
 
 		if self.work_order and self.purpose == "Material Consumption for Manufacture":
@@ -1484,6 +1494,9 @@ class StockEntry(StockController, SubcontractingInwardController):
 	def update_pick_list_status(self):
 		from erpnext.stock.doctype.pick_list.pick_list import update_pick_list_status
 
+		if self.pick_list:
+			self.update_qty()
+
 		update_pick_list_status(self.pick_list)
 
 	def set_missing_values(self):

erpnext/stock/doctype/stock_entry_detail/stock_entry_detail.json

@@ -72,6 +72,7 @@
   "col_break6",
   "material_request",
   "material_request_item",
+  "pick_list_item",
   "original_item",
   "reference_section",
   "against_stock_entry",
@@ -424,6 +425,16 @@
    "print_hide": 1,
    "read_only": 1
   },
+  {
+   "fieldname": "pick_list_item",
+   "fieldtype": "Link",
+   "hidden": 1,
+   "label": "Pick List Item",
+   "no_copy": 1,
+   "options": "Pick List Item",
+   "print_hide": 1,
+   "read_only": 1
+  },
   {
    "fieldname": "original_item",
    "fieldtype": "Link",
@@ -679,7 +690,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2026-06-30 12:18:34.132425",
+ "modified": "2026-07-01 14:27:50.617011",
  "modified_by": "Administrator",
  "module": "Stock",
  "name": "Stock Entry Detail",

erpnext/stock/doctype/stock_entry_detail/stock_entry_detail.py

@@ -58,6 +58,7 @@ class StockEntryDetail(Document):
 		parent: DF.Data
 		parentfield: DF.Data
 		parenttype: DF.Data
+		pick_list_item: DF.Link | None
 		po_detail: DF.Data | None
 		project: DF.Link | None
 		putaway_rule: DF.Link | None

erpnext/stock/doctype/stock_ledger_entry/stock_ledger_entry.py

@@ -364,3 +364,15 @@ class StockLedgerEntry(Document):
 def on_doctype_update():
 	frappe.db.add_index("Stock Ledger Entry", ["voucher_no", "voucher_type"])
 	frappe.db.add_index("Stock Ledger Entry", ["item_code", "warehouse", "posting_datetime", "creation"])
+
+	if frappe.db.db_type == "postgres":
+		# Postgres-only partial index for date-range stock reports (Stock Ledger / Stock Balance)
+		# that scan across all items: they filter `is_cancelled = 0` and sort by posting_datetime.
+		# The existing item_code-leading composite can't serve an all-items date scan. `where` is a
+		# no-op on MariaDB, so this is added only on postgres.
+		frappe.db.add_index(
+			"Stock Ledger Entry",
+			["company", "posting_datetime", "creation"],
+			index_name="sle_active_posting",
+			where="is_cancelled = 0",
+		)

erpnext/stock/report/incorrect_serial_and_batch_bundle/test_incorrect_serial_and_batch_bundle.py

@@ -0,0 +1,83 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.stock.doctype.item.test_item import make_item
+from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
+from erpnext.stock.report.incorrect_serial_and_batch_bundle.incorrect_serial_and_batch_bundle import (
+	execute,
+)
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestIncorrectSerialAndBatchBundle(ERPNextTestSuite):
+	def run_report(self, **extra):
+		filters = frappe._dict({"company": "_Test Company"})
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def test_healthy_bundles_not_flagged(self):
+		batch_item = make_item(
+			properties={
+				"is_stock_item": 1,
+				"has_batch_no": 1,
+				"create_new_batch": 1,
+				"batch_number_series": "ISBB-.#####",
+			}
+		).name
+		serial_item = "_Test Serialized Item With Series"
+
+		make_stock_entry(
+			item_code=batch_item,
+			qty=10,
+			rate=100,
+			to_warehouse="Stores - _TC",
+			posting_date="2026-06-01",
+		)
+		make_stock_entry(
+			item_code=serial_item,
+			qty=3,
+			rate=100,
+			to_warehouse="Stores - _TC",
+			posting_date="2026-06-01",
+		)
+
+		data = self.run_report()
+
+		bundles = frappe.get_all(
+			"Serial and Batch Bundle",
+			filters={"item_code": ["in", [batch_item, serial_item]]},
+			pluck="name",
+		)
+
+		flagged_names = {row.get("name") for row in data}
+		self.assertFalse(
+			flagged_names.intersection(bundles),
+			msg="Healthy serial/batch bundles should not be flagged as incorrect.",
+		)
+
+	def test_unlinked_bundle_is_flagged(self):
+		# an actual incorrect state: a submitted Serial and Batch Bundle left without any linking
+		# Stock Ledger Entry (e.g. the SLE was purged but the bundle survived)
+		batch_item = make_item(
+			properties={
+				"is_stock_item": 1,
+				"has_batch_no": 1,
+				"create_new_batch": 1,
+				"batch_number_series": "ISBB-ORPHAN-.#####",
+			}
+		).name
+
+		entry = make_stock_entry(
+			item_code=batch_item, qty=5, rate=100, to_warehouse="Stores - _TC", posting_date="2026-06-01"
+		)
+		bundle = frappe.db.get_value("Serial and Batch Bundle", {"voucher_no": entry.name}, "name")
+		self.assertTrue(bundle)
+
+		# orphan the bundle: drop the Stock Ledger Entry that referenced it
+		frappe.db.delete("Stock Ledger Entry", {"serial_and_batch_bundle": bundle})
+
+		flagged = {row.get("name"): row for row in self.run_report()}
+		self.assertIn(bundle, flagged)
+		self.assertEqual(flagged[bundle]["is_cancelled"], 0)

erpnext/stock/stock_ledger.py

@@ -5,6 +5,7 @@ import copy
 import gzip
 import json
 from collections import deque
+from contextlib import nullcontext
 
 import frappe
 from frappe import _, bold, scrub
@@ -261,6 +262,28 @@ def make_entry(args, allow_negative_stock=False, via_landed_cost_voucher=False):
 	return sle
 
 
+# A repost waits this long for another repost's per-(item, warehouse) gate before giving up. Kept
+# well under the 1800s repost job timeout so a wait can't burn the whole budget, and short enough
+# that a contended worker re-queues (recoverable QueryTimeoutError) and frees the slot for other
+# items instead of pinning it.
+REPOST_LOCK_TIMEOUT = 300
+
+
+def repost_gate(item_code, warehouse):
+	"""Serialize concurrent background reposts of the same (item, warehouse) with a session-level
+	advisory lock taken before the inner `... for update` row locks, so they take turns instead of
+	racing into a lock-order deadlock. Row locks still enforce correctness; this only cuts the
+	deadlock/retry churn. Scope is repost-vs-repost only -- the synchronous repost_current_voucher
+	submit path is deliberately not gated (blocking a submit behind a background repost would be a
+	worse regression) and keeps relying on the existing deadlock retry. No advisory locks, no gate."""
+	# hasattr keeps this a graceful opt-in: on an ERPNext predating frappe.db.advisory_lock, fall
+	# back to no gate rather than raising and marking the Repost Item Valuation permanently Failed.
+	if frappe.db.db_type in ("postgres", "mariadb") and hasattr(frappe.db, "advisory_lock"):
+		# Tuple key: a colon in item_code/warehouse can't collide two distinct pairs onto one lock.
+		return frappe.db.advisory_lock(("stock_repost", item_code, warehouse), timeout=REPOST_LOCK_TIMEOUT)
+	return nullcontext()
+
+
 def repost_future_sle(
 	items_to_be_repost=None,
 	voucher_type=None,
@@ -289,22 +312,25 @@ def repost_future_sle(
 	while index < len(items_to_be_repost):
 		validate_item_warehouse(items_to_be_repost[index])
 
-		obj = update_entries_after(
-			{
-				"item_code": items_to_be_repost[index].get("item_code"),
-				"warehouse": items_to_be_repost[index].get("warehouse"),
-				"posting_date": items_to_be_repost[index].get("posting_date"),
-				"posting_time": items_to_be_repost[index].get("posting_time"),
-				"creation": items_to_be_repost[index].get("creation"),
-				"current_idx": index,
-				"items_to_be_repost": items_to_be_repost,
-				"repost_doc": doc,
-				"repost_affected_transaction": repost_affected_transaction,
-				"item_wh_wise_last_posted_sle": resume_item_wh_wise_last_posted_sle,
-			},
-			allow_negative_stock=allow_negative_stock,
-			via_landed_cost_voucher=via_landed_cost_voucher,
-		)
+		item_code = items_to_be_repost[index].get("item_code")
+		warehouse = items_to_be_repost[index].get("warehouse")
+		with repost_gate(item_code, warehouse):
+			obj = update_entries_after(
+				{
+					"item_code": item_code,
+					"warehouse": warehouse,
+					"posting_date": items_to_be_repost[index].get("posting_date"),
+					"posting_time": items_to_be_repost[index].get("posting_time"),
+					"creation": items_to_be_repost[index].get("creation"),
+					"current_idx": index,
+					"items_to_be_repost": items_to_be_repost,
+					"repost_doc": doc,
+					"repost_affected_transaction": repost_affected_transaction,
+					"item_wh_wise_last_posted_sle": resume_item_wh_wise_last_posted_sle,
+				},
+				allow_negative_stock=allow_negative_stock,
+				via_landed_cost_voucher=via_landed_cost_voucher,
+			)
 
 		index += 1
 

erpnext/stock/workspace/stock/stock.json

@@ -1,4 +1,78 @@
 {
+ "allowed_users": [
+  {
+   "user": "Administrator"
+  },
+  {
+   "user": "Guest"
+  },
+  {
+   "user": "accounts@test.com"
+  },
+  {
+   "user": "ankush@erpnext.com"
+  },
+  {
+   "user": "faris@erpnext.com"
+  },
+  {
+   "user": "mention_test_user@example.com"
+  },
+  {
+   "user": "project@frappe.io"
+  },
+  {
+   "user": "rushabh@erpnext.com"
+  },
+  {
+   "user": "saqib@erpnext.com"
+  },
+  {
+   "user": "soham@frappe.io"
+  },
+  {
+   "user": "sohamengineer123@gmail.com"
+  },
+  {
+   "user": "sohamkulkarns9@gmail.com"
+  },
+  {
+   "user": "stock@xyz.com"
+  },
+  {
+   "user": "sydel@frappe.io"
+  },
+  {
+   "user": "test'5@example.com"
+  },
+  {
+   "user": "test1@example.com"
+  },
+  {
+   "user": "test2@example.com"
+  },
+  {
+   "user": "test3@example.com"
+  },
+  {
+   "user": "test4@example.com"
+  },
+  {
+   "user": "test@example.com"
+  },
+  {
+   "user": "test@portal.com"
+  },
+  {
+   "user": "testpassword@example.com"
+  },
+  {
+   "user": "testperm@example.com"
+  },
+  {
+   "user": "web@web.com"
+  }
+ ],
  "app": "erpnext",
  "charts": [
   {
@@ -789,9 +863,10 @@
    "type": "Link"
   }
  ],
- "modified": "2026-01-02 12:38:50.043198",
+ "modified": "2026-06-17 12:11:34.739020",
  "modified_by": "Administrator",
  "module": "Stock",
+ "module_onboarding": "Stock Onboarding",
  "name": "Stock",
  "number_cards": [
   {
@@ -815,6 +890,737 @@
  "roles": [],
  "sequence_id": 7.0,
  "shortcuts": [],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "home",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "Stock",
+   "link_type": "Workspace",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "chart",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Dashboard",
+   "link_to": "Stock",
+   "link_type": "Dashboard",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "stock",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Entry",
+   "link_to": "Stock Entry",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "receipt-text",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Purchase Receipt",
+   "link_to": "Purchase Receipt",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "truck",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Delivery Note",
+   "link_to": "Delivery Note",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "arrow-left-to-line",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Material Request",
+   "link_to": "Material Request",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "caravan",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Pick List",
+   "link_to": "Pick List",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "tool",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Tools",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Reconciliation",
+   "link_to": "Stock Reconciliation",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Landed Cost Voucher",
+   "link_to": "Landed Cost Voucher",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Repost Item Valuation",
+   "link_to": "Repost Item Valuation",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Packing Slip",
+   "link_to": "Packing Slip",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quality Inspection",
+   "link_to": "Quality Inspection",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "database",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Setup",
+   "link_to": "",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item",
+   "link_to": "Item",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item Group",
+   "link_to": "Item Group",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item Attribute",
+   "link_to": "Item Attribute",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Brand",
+   "link_to": "Brand",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Warehouse",
+   "link_to": "Warehouse",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Unit of Measure (UOM)",
+   "link_to": "UOM",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "UOM Conversion Factor",
+   "link_to": "UOM Conversion Factor",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Serial No",
+   "link_to": "Serial No",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Batch No",
+   "link_to": "Batch",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Serial and Batch Bundle",
+   "link_to": "Serial and Batch Bundle",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Inventory Dimension",
+   "link_to": "Inventory Dimension",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Shipping Rule",
+   "link_to": "Shipping Rule",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item Alternative",
+   "link_to": "Item Alternative",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quality Inspection Template",
+   "link_to": "Quality Inspection Template",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Delivery Trip",
+   "link_to": "Delivery Trip",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "sheet",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Reports",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Ledger",
+   "link_to": "Stock Ledger",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Balance",
+   "link_to": "Stock Balance",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Quick Stock Balance",
+   "link_to": "Quick Stock Balance",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Projected Qty",
+   "link_to": "Stock Projected Qty",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Analytics",
+   "link_to": "Stock Analytics",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Ageing",
+   "link_to": "Stock Ageing",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Purchase Receipt Trends",
+   "link_to": "Purchase Receipt Trends",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Delivery Note Trends",
+   "link_to": "Delivery Note Trends",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item Price Stock",
+   "link_to": "Item Price Stock",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Warehouse Wise Stock Balance",
+   "link_to": "Warehouse Wise Stock Balance",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item Shortage Report",
+   "link_to": "Item Shortage Report",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Serial No and Batch Traceability",
+   "link_to": "Serial No and Batch Traceability",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Serial No Status",
+   "link_to": "Serial No Status",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Serial No Ledger",
+   "link_to": "Serial No Ledger",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Serial No Warranty Expiry",
+   "link_to": "Serial No Warranty Expiry",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Batch-Wise Balance History",
+   "link_to": "Batch-Wise Balance History",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Batch Item Expiry Status",
+   "link_to": "Batch Item Expiry Status",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Requested Items To Be Transferred",
+   "link_to": "Requested Items To Be Transferred",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Itemwise Recommended Reorder Level",
+   "link_to": "Itemwise Recommended Reorder Level",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item Variant Details",
+   "link_to": "Item Variant Details",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "settings",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Settings",
+   "link_to": "Stock Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item Variant Settings",
+   "link_to": "Item Variant Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Reposting Settings",
+   "link_to": "Stock Reposting Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "default_workspace": 0,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Delivery Settings",
+   "link_to": "Delivery Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "Stock",
  "type": "Workspace"
 }

erpnext/subcontracting/workspace/subcontracting/subcontracting.json

@@ -13,7 +13,7 @@
  "doctype": "Workspace",
  "for_user": "",
  "hide_custom": 0,
- "icon": "organization",
+ "icon": "getting-started",
  "idx": 2,
  "is_hidden": 0,
  "label": "Subcontracting",
@@ -138,9 +138,10 @@
    "type": "Link"
   }
  ],
- "modified": "2025-12-19 16:50:25.976741",
+ "modified": "2026-06-14 13:43:50.289920",
  "modified_by": "Administrator",
  "module": "Subcontracting",
+ "module_onboarding": "Subcontracting Onboarding",
  "name": "Subcontracting",
  "number_cards": [
   {
@@ -164,6 +165,251 @@
  "roles": [],
  "sequence_id": 8.0,
  "shortcuts": [],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "home",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "Subcontracting",
+   "link_type": "Workspace",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "folder-tree",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Subcontracting BOM",
+   "link_to": "Subcontracting BOM",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "move-horizontal",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Stock Entry",
+   "link_to": "Stock Entry",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "arrow-left-to-line",
+   "indent": 1,
+   "keep_closed": 0,
+   "label": "Inward Order",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Order",
+   "link_to": "Sales Order",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Subcontracting Inward Order",
+   "link_to": "Subcontracting Inward Order",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Subcontracting Delivery",
+   "link_to": "Stock Entry",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "arrow-right-from-line",
+   "indent": 1,
+   "keep_closed": 0,
+   "label": "Outward Order",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Purchase Order",
+   "link_to": "Purchase Order",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Subcontracting Order",
+   "link_to": "Subcontracting Order",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Subcontracting Receipt",
+   "link_to": "Subcontracting Receipt",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "database",
+   "indent": 1,
+   "keep_closed": 0,
+   "label": "Setup",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Item",
+   "link_to": "Item",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Bill of Materials",
+   "link_to": "BOM",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "notepad-text",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Reports",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Subcontract Order Summary",
+   "link_to": "Subcontract Order Summary",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Materials To Be Transferred",
+   "link_to": "Subcontracted Raw Materials To Be Transferred",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Items To Be Received",
+   "link_to": "Subcontracted Item To Be Received",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "settings",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Settings",
+   "link_to": "Buying Settings",
+   "link_type": "DocType",
+   "navigate_to_tab": "subcontract",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "Subcontracting",
  "type": "Workspace"
 }

erpnext/support/workspace/support/support.json

@@ -1,7 +1,7 @@
 {
  "app": "erpnext",
  "charts": [],
- "content": "[{\"id\":\"HOEnlt9aR9\",\"type\":\"header\",\"data\":{\"text\":\"This module is scheduled for deprecation and will be completely removed in version 17, please use <a href=\\\"https://frappe.io/helpdesk\\\">Frappe Helpdesk</a> instead.\",\"col\":12}},{\"id\":\"oxhWhXp9b2\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"id\":\"Ff8Ab3nLLN\",\"type\":\"card\",\"data\":{\"card_name\":\"Issues\",\"col\":4}},{\"id\":\"_lndiuJTVP\",\"type\":\"card\",\"data\":{\"card_name\":\"Maintenance\",\"col\":4}},{\"id\":\"R_aNO5ESzJ\",\"type\":\"card\",\"data\":{\"card_name\":\"Service Level Agreement\",\"col\":4}},{\"id\":\"N8aA2afWfi\",\"type\":\"card\",\"data\":{\"card_name\":\"Warranty\",\"col\":4}},{\"id\":\"M5fxGuFwUR\",\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"id\":\"xKH0kO9q4P\",\"type\":\"card\",\"data\":{\"card_name\":\"Reports\",\"col\":4}}]",
+ "content": "[{\"id\":\"HOEnlt9aR9\",\"type\":\"header\",\"data\":{\"text\":\"This module is scheduled for deprecation and will be completely removed in version 17, please use <a href=\\\"https://frappe.io/helpdesk\\\">Frappe Helpdesk</a> instead.\",\"col\":12}},{\"id\":\"qzP2mZrGOu\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Your Shortcuts</b></span>\",\"col\":12}},{\"id\":\"Fkdjo6bJ7A\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Issue\",\"col\":3}},{\"id\":\"OTS8kx2f3x\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Maintenance Visit\",\"col\":3}},{\"id\":\"smDTSjBR3Z\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Service Level Agreement\",\"col\":3}},{\"id\":\"WCqL_gBYGU\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"oxhWhXp9b2\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"id\":\"Ff8Ab3nLLN\",\"type\":\"card\",\"data\":{\"card_name\":\"Issues\",\"col\":4}},{\"id\":\"_lndiuJTVP\",\"type\":\"card\",\"data\":{\"card_name\":\"Maintenance\",\"col\":4}},{\"id\":\"R_aNO5ESzJ\",\"type\":\"card\",\"data\":{\"card_name\":\"Service Level Agreement\",\"col\":4}},{\"id\":\"N8aA2afWfi\",\"type\":\"card\",\"data\":{\"card_name\":\"Warranty\",\"col\":4}},{\"id\":\"M5fxGuFwUR\",\"type\":\"card\",\"data\":{\"card_name\":\"Settings\",\"col\":4}},{\"id\":\"xKH0kO9q4P\",\"type\":\"card\",\"data\":{\"card_name\":\"Reports\",\"col\":4}}]",
  "creation": "2020-03-02 15:48:23.224699",
  "custom_blocks": [],
  "docstatus": 0,
@@ -172,7 +172,7 @@
    "type": "Link"
   }
  ],
- "modified": "2026-01-02 17:45:04.203273",
+ "modified": "2026-06-14 13:44:07.764547",
  "modified_by": "Administrator",
  "module": "Support",
  "name": "Support",
@@ -184,7 +184,179 @@
  "restrict_to_domain": "",
  "roles": [],
  "sequence_id": 12.0,
- "shortcuts": [],
+ "shortcuts": [
+  {
+   "color": "Yellow",
+   "format": "{} Assigned",
+   "label": "Issue",
+   "link_to": "Issue",
+   "stats_filter": "{\n    \"_assign\": [\"like\", '%' + frappe.session.user + '%'],\n    \"status\": \"Open\"\n}",
+   "type": "DocType"
+  },
+  {
+   "label": "Maintenance Visit",
+   "link_to": "Maintenance Visit",
+   "type": "DocType"
+  },
+  {
+   "label": "Service Level Agreement",
+   "link_to": "Service Level Agreement",
+   "type": "DocType"
+  }
+ ],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "home",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "Support",
+   "link_type": "Workspace",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "file-question-mark",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Issue",
+   "link_to": "Issue",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "calendar-days",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Maintenance Schedule",
+   "link_to": "Maintenance Schedule",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "calendar-check-2",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Maintenance Visit",
+   "link_to": "Maintenance Visit",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "grid-2x2-check",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Warranty Claim",
+   "link_to": "Warranty Claim",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "database",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Setup",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Issue Type",
+   "link_to": "Issue Type",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Issue Priority",
+   "link_to": "Issue Priority",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Service Level Agreement",
+   "link_to": "Service Level Agreement",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "notepad-text",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Reports",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "First Response Time for Issues",
+   "link_to": "First Response Time for Issues",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "settings",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Settings",
+   "link_to": "Support Settings",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "Support",
  "type": "Workspace"
 }

erpnext/workspace_sidebar/accounts_setup.json

@@ -14,6 +14,7 @@
    "keep_closed": 0,
    "label": "Setup",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Section Break"
   },
@@ -25,6 +26,7 @@
    "label": "Chart of Accounts",
    "link_to": "Account",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -36,6 +38,7 @@
    "label": "Chart of Cost Centers",
    "link_to": "Cost Center",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -47,6 +50,7 @@
    "label": "Account Category",
    "link_to": "Account Category",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -58,6 +62,7 @@
    "label": "Accounting Dimension",
    "link_to": "Accounting Dimension",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -69,6 +74,7 @@
    "label": "Currency",
    "link_to": "Currency",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -80,6 +86,7 @@
    "label": "Currency Exchange",
    "link_to": "Currency Exchange",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -91,6 +98,7 @@
    "label": "Finance Book",
    "link_to": "Finance Book",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -102,6 +110,7 @@
    "label": "Mode of Payment",
    "link_to": "Mode of Payment",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -113,6 +122,7 @@
    "label": "Payment Term",
    "link_to": "Payment Term",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -124,6 +134,7 @@
    "label": "Journal Entry Template",
    "link_to": "Journal Entry Template",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -135,6 +146,7 @@
    "label": "Terms and Conditions",
    "link_to": "Terms and Conditions",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -146,6 +158,7 @@
    "label": "Company",
    "link_to": "Company",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -157,6 +170,7 @@
    "label": "Fiscal Year",
    "link_to": "Fiscal Year",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -168,6 +182,7 @@
    "label": "Sales Taxes",
    "link_to": "Sales Taxes and Charges Template",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -179,6 +194,7 @@
    "keep_closed": 0,
    "label": "Opening & Closing",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Section Break"
   },
@@ -191,6 +207,7 @@
    "label": "COA Importer",
    "link_to": "Chart of Accounts Importer",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -203,6 +220,7 @@
    "label": "Opening Invoice Tool",
    "link_to": "Opening Invoice Creation Tool",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -215,6 +233,7 @@
    "label": "Accounting Period",
    "link_to": "Accounting Period",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -227,6 +246,7 @@
    "label": "FX Revaluation",
    "link_to": "Exchange Rate Revaluation",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -239,6 +259,7 @@
    "label": "Period Closing Voucher",
    "link_to": "Period Closing Voucher",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -250,6 +271,7 @@
    "keep_closed": 0,
    "label": "Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Section Break"
   },
@@ -262,6 +284,7 @@
    "label": "Accounts Settings",
    "link_to": "Accounts Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -273,22 +296,12 @@
    "label": "Currency Exchange Settings",
    "link_to": "Currency Exchange Settings",
    "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Repost Accounting Ledger Settings",
-   "link_to": "Repost Accounting Ledger Settings",
-   "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   }
  ],
- "modified": "2026-02-23 22:20:51.043478",
+ "modified": "2026-06-12 14:50:50.262533",
  "modified_by": "Administrator",
  "module": "Accounts",
  "module_onboarding": "Accounting Onboarding",

erpnext/workspace_sidebar/budgeting.json

@@ -15,6 +15,7 @@
    "label": "Budget",
    "link_to": "Budget",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -27,6 +28,7 @@
    "label": "Cost Center",
    "link_to": "Cost Center",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -39,6 +41,7 @@
    "label": "Accounting Dimension",
    "link_to": "Accounting Dimension",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -51,6 +54,7 @@
    "label": "Cost Center Allocation",
    "link_to": "Cost Center Allocation",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -63,6 +67,7 @@
    "label": "Budget Variance",
    "link_to": "Budget Variance Report",
    "link_type": "Report",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   }
@@ -70,8 +75,8 @@
  "modified": "2026-01-10 00:06:13.032297",
  "modified_by": "Administrator",
  "module": "Accounts",
- "name": "Budget",
+ "name": "Budgeting",
  "owner": "Administrator",
  "standard": 1,
- "title": "Budget"
+ "title": "Budgeting"
 }

erpnext/workspace_sidebar/erpnext_settings.json

@@ -15,6 +15,7 @@
    "label": "Global Defaults",
    "link_to": "Global Defaults",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -27,6 +28,7 @@
    "label": "System Settings",
    "link_to": "System Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -39,6 +41,7 @@
    "label": "Accounts Settings",
    "link_to": "Accounts Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -51,6 +54,7 @@
    "label": "POS Settings",
    "link_to": "POS Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -63,6 +67,7 @@
    "label": "Selling Settings",
    "link_to": "Selling Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -75,6 +80,7 @@
    "label": "Buying Settings",
    "link_to": "Buying Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -87,6 +93,7 @@
    "label": "Stock Settings",
    "link_to": "Stock Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -99,6 +106,7 @@
    "label": "Manufacturing Settings",
    "link_to": "Manufacturing Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -111,6 +119,7 @@
    "label": "Projects Settings",
    "link_to": "Projects Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -123,6 +132,7 @@
    "label": "CRM Settings",
    "link_to": "CRM Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -135,6 +145,7 @@
    "label": "Support Settings",
    "link_to": "Support Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -146,6 +157,7 @@
    "keep_closed": 1,
    "label": "Other Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Section Break"
   },
@@ -157,6 +169,7 @@
    "label": "Subscription Settings",
    "link_to": "Subscription Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -168,6 +181,7 @@
    "label": "Item Variant Settings",
    "link_to": "Item Variant Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -179,6 +193,7 @@
    "label": "Delivery Settings",
    "link_to": "Delivery Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -190,6 +205,7 @@
    "label": "Currency Exchange Settings",
    "link_to": "Currency Exchange Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -201,6 +217,7 @@
    "label": "Appointment Booking Settings",
    "link_to": "Appointment Booking Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -212,22 +229,12 @@
    "label": "Stock Reposting Settings",
    "link_to": "Stock Reposting Settings",
    "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Repost Accounting Ledger Settings",
-   "link_to": "Repost Accounting Ledger Settings",
-   "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   }
  ],
- "modified": "2026-01-10 00:06:12.956275",
+ "modified": "2026-06-12 14:51:11.333051",
  "modified_by": "Administrator",
  "module": "Setup",
  "name": "ERPNext Settings",

erpnext/workspace_sidebar/organization.json

@@ -9,89 +9,103 @@
   {
    "child": 0,
    "collapsible": 1,
+   "default_workspace": 1,
    "icon": "organization",
    "indent": 0,
    "keep_closed": 0,
    "label": "Company",
    "link_to": "Company",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
   {
    "child": 0,
    "collapsible": 1,
+   "default_workspace": 0,
    "icon": "book-text",
    "indent": 0,
    "keep_closed": 0,
    "label": "Letter Head",
    "link_to": "Letter Head",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
   {
    "child": 0,
    "collapsible": 1,
+   "default_workspace": 0,
    "icon": "file-user",
    "indent": 0,
    "keep_closed": 0,
    "label": "Department",
    "link_to": "Department",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
   {
    "child": 0,
    "collapsible": 1,
+   "default_workspace": 0,
    "icon": "book-user",
    "indent": 0,
    "keep_closed": 0,
    "label": "Branch",
    "link_to": "Branch",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
   {
    "child": 0,
    "collapsible": 1,
+   "default_workspace": 0,
    "icon": "users",
    "indent": 0,
    "keep_closed": 0,
    "label": "User",
    "link_to": "User",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
   {
    "child": 0,
    "collapsible": 1,
+   "default_workspace": 0,
    "icon": "user-round-check",
    "indent": 0,
    "keep_closed": 0,
    "label": "Role Permissions",
    "link_to": "permission-manager",
    "link_type": "Page",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
   {
    "child": 0,
    "collapsible": 1,
+   "default_workspace": 0,
    "icon": "mail",
    "indent": 0,
    "keep_closed": 0,
    "label": "Email Account",
    "link_to": "Email Account",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   }
  ],
- "modified": "2026-02-24 18:08:00.796746",
+ "modified": "2026-06-16 00:37:22.942285",
  "modified_by": "Administrator",
  "module": "Setup",
  "module_onboarding": "Organization Onboarding",

erpnext/workspace_sidebar/subscriptions.json

@@ -15,6 +15,7 @@
    "label": "Subscription",
    "link_to": "Subscription",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -27,6 +28,7 @@
    "label": "Subscription Plan",
    "link_to": "Subscription Plan",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -39,6 +41,7 @@
    "label": "Subscription Settings",
    "link_to": "Subscription Settings",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -50,6 +53,7 @@
    "keep_closed": 1,
    "label": "Setup",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Section Break"
   },
@@ -61,6 +65,7 @@
    "label": "Customer",
    "link_to": "Customer",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -72,6 +77,7 @@
    "label": "Supplier",
    "link_to": "Supplier",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   },
@@ -83,6 +89,7 @@
    "label": "Item",
    "link_to": "Item",
    "link_type": "DocType",
+   "open_in_new_tab": 0,
    "show_arrow": 0,
    "type": "Link"
   }
@@ -90,8 +97,8 @@
  "modified": "2026-01-10 00:06:13.048591",
  "modified_by": "Administrator",
  "module": "Accounts",
- "name": "Subscription",
+ "name": "Subscriptions",
  "owner": "Administrator",
  "standard": 1,
- "title": "Subscription"
+ "title": "Subscriptions"
 }