fix: Bosnian translations

test: Custom Financial Statement report coverage

erpnext/accounts/doctype/account/chart_of_accounts/verified/in_standard_chart_of_accounts.json

@@ -37,6 +37,10 @@
                         "account_type": "Stock",
                         "account_category": "Stock Assets"
                     },
+                    "Stock Delivered But Not Billed": {
+                        "account_type": "Stock Delivered But Not Billed",
+                        "account_category": "Stock Assets"
+                    },
                     "account_type": "Stock",
                     "account_category": "Stock Assets"
                 },
@@ -223,10 +227,6 @@
                     "Stock Received But Not Billed": {
                         "account_type": "Stock Received But Not Billed",
                         "account_category": "Trade Payables"
-                    },
-                    "Stock Delivered But Not Billed": {
-                        "account_type": "Stock Delivered But Not Billed",
-                        "account_category": "Trade Payables"
                     }
                 },
                 "Duties and Taxes": {

erpnext/accounts/doctype/journal_entry/journal_entry.js

@@ -29,7 +29,7 @@ frappe.ui.form.on("Journal Entry", {
 
 	refresh(frm) {
 		if (frm.doc.reversal_of && (frm.is_new() || frm.doc.docstatus == 0)) {
-			frm.set_read_only();
+			erpnext.journal_entry.lock_reversal_entry(frm);
 		}
 
 		erpnext.toggle_naming_series();
@@ -232,6 +232,13 @@ Object.assign(erpnext.journal_entry, {
 		}
 	},
 
+	lock_reversal_entry(frm) {
+		frm.fields
+			.filter((field) => field.has_input)
+			.forEach((field) => frm.set_df_property(field.df.fieldname, "read_only", 1));
+		frm.set_df_property("accounts", "read_only", 1);
+	},
+
 	add_custom_buttons(frm) {
 		if (frm.doc.docstatus > 0) {
 			frm.add_custom_button(

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/doctype/process_statement_of_accounts/process_statement_of_accounts.html

@@ -13,7 +13,7 @@
 		</div>
 		{% endif %}
 	</div>
-	<h2 class="text-center">{{ _("GENERAL LEDGER") }}</h2>
+	<h2 class="text-center">{{ _("STATEMENT OF ACCOUNTS") }}</h2>
 	<div>
 		{% if filters.party[0] == filters.party_name[0] %}
 			<h5 style="float: left;">{{ _("Customer: ") }} <b>{{ filters.party_name[0] }}</b></h5>

erpnext/accounts/doctype/sales_invoice/services/gl_composer.py

@@ -33,9 +33,11 @@ class SalesInvoiceGLComposer(BaseGLComposer):
 
 		self.make_item_gl_entries(gl_entries)
 
-		disable_sdbnb_in_sr = frappe.get_cached_value("Company", doc.company, "disable_sdbnb_in_sr")
+		disable_sdbnb_in_sr, is_sdbnb_enabled = frappe.get_cached_value(
+			"Company", doc.company, ["disable_sdbnb_in_sr", "enable_stock_delivered_but_not_billed"]
+		)
 
-		if not (doc.is_return and disable_sdbnb_in_sr):
+		if is_sdbnb_enabled and not (doc.is_return and disable_sdbnb_in_sr):
 			self.stock_delivered_but_not_billed_gl_entries(gl_entries)
 
 		self.make_precision_loss_gl_entry(gl_entries)

erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py

@@ -1576,14 +1576,14 @@ class TestSalesInvoice(ERPNextTestSuite):
 		frappe.db.set_single_value("POS Settings", "post_change_gl_entries", 1)
 
 	def test_stock_delivered_but_not_billed_gl_on_invoice(self):
-		company = "_Test Company with perpetual inventory"
+		company = "_Test SDBNB Company"
 		from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note
 
 		make_purchase_receipt(
 			company=company,
 			item_code="_Test FG Item",
-			warehouse="Stores - TCP1",
-			cost_center="Main - TCP1",
+			warehouse="Stores - _TSDBNB",
+			cost_center="Main - _TSDBNB",
 			qty=5,
 			rate=100,
 		)
@@ -1591,13 +1591,13 @@ class TestSalesInvoice(ERPNextTestSuite):
 		dn = create_delivery_note(
 			company=company,
 			item_code="_Test FG Item",
-			warehouse="Stores - TCP1",
-			cost_center="Main - TCP1",
+			warehouse="Stores - _TSDBNB",
+			cost_center="Main - _TSDBNB",
 			qty=2,
 			rate=300,
 		)
 		# A perpetual-inventory Delivery Note books the cost to the SDBNB account
-		self.assertEqual(dn.items[0].expense_account, "Stock Delivered But Not Billed - TCP1")
+		self.assertEqual(dn.items[0].expense_account, "Stock Delivered But Not Billed - _TSDBNB")
 
 		si = make_sales_invoice(dn.name)
 		si.insert()
@@ -1609,9 +1609,9 @@ class TestSalesInvoice(ERPNextTestSuite):
 			fields=["account", "debit", "credit"],
 		)
 		sdbnb_credit = sum(
-			row.credit for row in gl_entries if row.account == "Stock Delivered But Not Billed - TCP1"
+			row.credit for row in gl_entries if row.account == "Stock Delivered But Not Billed - _TSDBNB"
 		)
-		cogs_debit = sum(row.debit for row in gl_entries if row.account == "Cost of Goods Sold - TCP1")
+		cogs_debit = sum(row.debit for row in gl_entries if row.account == "Cost of Goods Sold - _TSDBNB")
 
 		# Billing reverses SDBNB and recognises the cost in COGS for an equal amount
 		self.assertTrue(sdbnb_credit > 0)

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/accounts_payable/accounts_payable.js

@@ -174,7 +174,17 @@ frappe.query_reports["Accounts Payable"] = {
 	},
 
 	get_datatable_options(options) {
-		return Object.assign(options, { checkboxColumn: true });
+		return Object.assign(options, {
+			checkboxColumn: true,
+			events: {
+				onCheckRow: () => erpnext.accounts.toggle_create_pe_primary_action(frappe.query_report),
+			},
+		});
+	},
+
+	after_refresh: function (report) {
+		report.datatable?.rowmanager?.checkAll(false);
+		report.page.clear_primary_action();
 	},
 
 	onload: function (report) {
@@ -186,20 +196,27 @@ frappe.query_reports["Accounts Payable"] = {
 		if (frappe.boot.sysdefaults.default_ageing_range) {
 			report.set_filter_value("range", frappe.boot.sysdefaults.default_ageing_range);
 		}
-
-		if (frappe.model.can_create("Payment Entry")) {
-			report.page.add_inner_button(
-				__("Create Payment Entries"),
-				function () {
-					erpnext.accounts.create_payment_entries_from_payable_report(report);
-				},
-				__("Actions")
-			);
-		}
 	},
 };
 
 frappe.provide("erpnext.accounts");
+
+erpnext.accounts.toggle_create_pe_primary_action = function (report) {
+	if (!report || !report.datatable || !frappe.model.can_create("Payment Entry")) return;
+
+	const has_purchase_invoice = report.datatable.rowmanager
+		.getCheckedRows()
+		.some((i) => report.datatable.datamanager.data[i]?.voucher_type === "Purchase Invoice");
+
+	if (has_purchase_invoice) {
+		report.page.set_primary_action(__("Create Payment Entries"), () =>
+			erpnext.accounts.create_payment_entries_from_payable_report(report)
+		);
+	} else {
+		report.page.clear_primary_action();
+	}
+};
+
 erpnext.accounts.create_payment_entries_from_payable_report = function (report) {
 	const datatable = report.datatable;
 	if (!datatable) return;

erpnext/accounts/report/accounts_payable_summary/test_accounts_payable_summary.py

@@ -0,0 +1,144 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import today
+
+from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry
+from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
+from erpnext.accounts.report.accounts_payable_summary.accounts_payable_summary import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestAccountsPayableSummary(ERPNextTestSuite):
+	"""Payable Summary is a thin wrapper over AccountsReceivableSummary with
+	account_type=Payable; these tests lock the supplier-side output: invoiced,
+	advance, paid, outstanding, ageing buckets and the optional GL-balance /
+	future-payment columns."""
+
+	def setUp(self):
+		frappe.set_user("Administrator")
+		self.maxDiff = None
+		self.company = "_Test Company"
+		self.supplier = "_Test Supplier"
+
+	def _filters(self, **overrides):
+		filters = {
+			"company": self.company,
+			"supplier": self.supplier,
+			"posting_date": today(),
+			"range": "30, 60, 90, 120",
+		}
+		filters.update(overrides)
+		return filters
+
+	def _make_invoice(self, rate=200):
+		return make_purchase_invoice(
+			company=self.company,
+			supplier=self.supplier,
+			qty=1,
+			rate=rate,
+			price_list_rate=rate,
+			posting_date=today(),
+		)
+
+	def _expected_row(self, pi, **overrides):
+		supplier_group = frappe.db.get_value("Supplier", self.supplier, "supplier_group")
+		row = {
+			"party_type": "Supplier",
+			"advance": 0,
+			"party": self.supplier,
+			"invoiced": 200.0,
+			"paid": 0.0,
+			"credit_note": 0.0,
+			"outstanding": 200.0,
+			"range1": 200.0,
+			"range2": 0.0,
+			"range3": 0.0,
+			"range4": 0.0,
+			"range5": 0.0,
+			"total_due": 200.0,
+			"future_amount": 0.0,
+			"sales_person": [],
+			"currency": pi.currency,
+			"supplier_group": supplier_group,
+		}
+		row.update(overrides)
+		return row
+
+	def test_01_payable_summary_output(self):
+		"""Invoiced -> advance -> partial payment progression for a single supplier."""
+		filters = self._filters()
+		pi = self._make_invoice()
+
+		expected = self._expected_row(pi)
+		rows = execute(filters)[1]
+		self.assertEqual(len(rows), 1)
+		self.assertDictEqual(rows[0], expected)
+
+		# advance payment: pay 50 but allocate nothing against the invoice
+		pe = get_payment_entry(pi.doctype, pi.name)
+		pe.paid_amount = 50
+		pe.references[0].allocated_amount = 0
+		pe.save().submit()
+
+		expected.update({"advance": 50.0, "outstanding": 150.0, "range1": 150.0, "total_due": 150.0})
+		rows = execute(filters)[1]
+		self.assertEqual(len(rows), 1)
+		self.assertDictEqual(rows[0], expected)
+
+		# partial payment allocated against the invoice
+		pe = get_payment_entry(pi.doctype, pi.name)
+		pe.paid_amount = 125
+		pe.references[0].allocated_amount = 125
+		pe.save().submit()
+
+		expected.update(
+			{"advance": 50.0, "paid": 125.0, "outstanding": 25.0, "range1": 25.0, "total_due": 25.0}
+		)
+		rows = execute(filters)[1]
+		self.assertEqual(len(rows), 1)
+		self.assertDictEqual(rows[0], expected)
+
+	@ERPNextTestSuite.change_settings("Buying Settings", {"supp_master_name": "Naming Series"})
+	def test_02_gl_balance_and_future_payment_columns(self):
+		"""Naming-series naming adds party_name; show_gl_balance / show_future_payments
+		add their columns; a fully-paid invoice drops out of the report."""
+		filters = self._filters()
+		pi = self._make_invoice()
+
+		pe = get_payment_entry(pi.doctype, pi.name)
+		pe.paid_amount = 150
+		pe.references[0].allocated_amount = 150
+		pe.save().submit()
+
+		expected = self._expected_row(
+			pi,
+			party_name=frappe.db.get_value("Supplier", self.supplier, "supplier_name"),
+			paid=150.0,
+			outstanding=50.0,
+			range1=50.0,
+			total_due=50.0,
+		)
+		rows = execute(filters)[1]
+		self.assertEqual(len(rows), 1)
+		self.assertDictEqual(rows[0], expected)
+
+		# GL balance reconciliation columns
+		filters.update({"show_gl_balance": True})
+		expected.update({"gl_balance": 50.0, "diff": 0.0})
+		rows = execute(filters)[1]
+		self.assertEqual(len(rows), 1)
+		self.assertDictEqual(rows[0], expected)
+
+		# future payment columns
+		filters.update({"show_future_payments": True})
+		expected.update({"remaining_balance": 50.0})
+		rows = execute(filters)[1]
+		self.assertEqual(len(rows), 1)
+		self.assertDictEqual(rows[0], expected)
+
+		# clear the remaining balance -> supplier drops out of the summary entirely
+		get_payment_entry(pi.doctype, pi.name).save().submit()
+		rows = execute(filters)[1]
+		self.assertEqual(len(rows), 0)

erpnext/accounts/report/bank_clearance_summary/test_bank_clearance_summary.py

@@ -0,0 +1,64 @@
+# 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.bank_clearance_summary.bank_clearance_summary import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+BANK_ACCOUNT = "_Test Bank - _TC"
+
+
+class TestBankClearanceSummary(ERPNextTestSuite):
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"account": BANK_ACCOUNT,
+				"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, payment_entry):
+		for row in data:
+			if row[1] == payment_entry:
+				return row
+		return None
+
+	def test_uncleared_then_cleared_journal_entry(self):
+		je = make_journal_entry(BANK_ACCOUNT, "Sales - _TC", 5000, submit=True, posting_date="2026-06-01")
+
+		# Uncleared: the bank row appears with the debit amount and no clearance date
+		row = self.find_row(self.run_report(), je.name)
+		self.assertIsNotNone(row, "Journal Entry not listed in Bank Clearance Summary")
+		self.assertEqual(row[0], "Journal Entry")
+		self.assertEqual(frappe.utils.getdate(row[2]), frappe.utils.getdate("2026-06-01"))
+		self.assertIsNone(row[4])  # clearance_date empty -> uncleared
+		self.assertEqual(row[5], "Sales - _TC")  # against account
+		self.assertEqual(row[6], 5000)  # debit - credit on the bank account
+
+		# Cleared: set the clearance date on the Journal Entry and re-run
+		frappe.db.set_value("Journal Entry", je.name, "clearance_date", "2026-06-05")
+
+		row = self.find_row(self.run_report(), je.name)
+		self.assertIsNotNone(row)
+		self.assertEqual(frappe.utils.getdate(row[4]), frappe.utils.getdate("2026-06-05"))
+		self.assertEqual(row[6], 5000)
+
+	def test_date_filter_excludes_out_of_range_entries(self):
+		je = make_journal_entry(BANK_ACCOUNT, "Sales - _TC", 3000, submit=True, posting_date="2026-06-10")
+
+		# Within range: present
+		self.assertIsNotNone(self.find_row(self.run_report(), je.name))
+
+		# Window entirely after the posting date (from_date lower bound): excluded
+		after = self.run_report(from_date="2026-07-01", to_date="2026-12-31")
+		self.assertIsNone(self.find_row(after, je.name))
+
+		# Window ending before the posting date (to_date upper bound): excluded
+		before = self.run_report(from_date="2026-01-01", to_date="2026-06-09")
+		self.assertIsNone(self.find_row(before, je.name))

erpnext/accounts/report/billed_items_to_be_received/billed_items_to_be_received.py

@@ -31,7 +31,7 @@ def get_report_filters(report_filters):
 	]
 
 	if report_filters.get("purchase_invoice"):
-		filters.append(["Purchase Invoice", "per_received", "in", [report_filters.get("purchase_invoice")]])
+		filters.append(["Purchase Invoice", "name", "=", report_filters.get("purchase_invoice")])
 
 	return filters
 

erpnext/accounts/report/billed_items_to_be_received/test_billed_items_to_be_received.py

@@ -0,0 +1,102 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import today
+
+from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
+from erpnext.accounts.report.billed_items_to_be_received.billed_items_to_be_received import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestBilledItemsToBeReceived(ERPNextTestSuite):
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"posting_date": today(),
+			}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def get_rows_for(self, data, pi_name):
+		return [row for row in data if row.get("name") == pi_name]
+
+	def test_billed_but_not_received_item_appears(self):
+		pi = make_purchase_invoice(
+			supplier="_Test Supplier",
+			item_code="_Test Item",
+			qty=5,
+			rate=200,
+			update_stock=0,
+		)
+
+		rows = self.get_rows_for(self.run_report(), pi.name)
+		self.assertEqual(len(rows), 1)
+
+		row = rows[0]
+		self.assertEqual(row.get("supplier"), "_Test Supplier")
+		self.assertEqual(row.get("company"), "_Test Company")
+		self.assertEqual(row.get("item_code"), "_Test Item")
+		self.assertEqual(row.get("qty"), 5)
+		self.assertEqual(row.get("received_qty"), 0)
+		self.assertEqual(row.get("rate"), 200)
+		self.assertEqual(row.get("amount"), 1000)
+
+	def test_stock_updating_invoice_is_excluded(self):
+		"""update_stock=1 means the item is already received; it must not appear."""
+		pi = make_purchase_invoice(
+			supplier="_Test Supplier",
+			item_code="_Test Item",
+			qty=5,
+			rate=200,
+			update_stock=1,
+		)
+
+		rows = self.get_rows_for(self.run_report(), pi.name)
+		self.assertEqual(len(rows), 0)
+
+	def test_fully_received_invoice_drops_off(self):
+		"""When per_received reaches 100 the invoice is fully received and drops off."""
+		pi = make_purchase_invoice(
+			supplier="_Test Supplier",
+			item_code="_Test Item",
+			qty=5,
+			rate=200,
+			update_stock=0,
+		)
+
+		# Present while nothing has been received.
+		self.assertEqual(len(self.get_rows_for(self.run_report(), pi.name)), 1)
+
+		frappe.db.set_value("Purchase Invoice", pi.name, "per_received", 100)
+
+		# Absent once fully received.
+		self.assertEqual(len(self.get_rows_for(self.run_report(), pi.name)), 0)
+
+	def test_posting_date_upper_bound_filter(self):
+		"""A PI posted after the filter's posting_date must be excluded."""
+		pi = make_purchase_invoice(
+			supplier="_Test Supplier",
+			item_code="_Test Item",
+			qty=5,
+			rate=200,
+			update_stock=0,
+		)
+
+		rows = self.get_rows_for(self.run_report(posting_date="2000-01-01"), pi.name)
+		self.assertEqual(len(rows), 0)
+
+	def test_purchase_invoice_filter_scopes_to_that_invoice(self):
+		"""The optional purchase_invoice filter must narrow to that invoice only."""
+		pi = make_purchase_invoice(
+			supplier="_Test Supplier", item_code="_Test Item", qty=5, rate=200, update_stock=0
+		)
+		other = make_purchase_invoice(
+			supplier="_Test Supplier", item_code="_Test Item", qty=3, rate=200, update_stock=0
+		)
+
+		names = {row.get("name") for row in self.run_report(purchase_invoice=pi.name)}
+		self.assertEqual(names, {pi.name})
+		self.assertNotIn(other.name, names)

erpnext/accounts/report/budget_variance_report/test_budget_variance_report.py

@@ -4,7 +4,7 @@
 import frappe
 from frappe.utils import nowdate
 
-from erpnext.accounts.doctype.budget.test_budget import make_budget
+from erpnext.accounts.doctype.budget.test_budget import make_budget, set_total_expense_zero
 from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
 from erpnext.accounts.report.budget_variance_report.budget_variance_report import execute
 from erpnext.accounts.utils import get_fiscal_year
@@ -33,7 +33,12 @@ class TestBudgetVarianceReport(ERPNextTestSuite):
 		return execute(filters)[1]
 
 	def report_row(self, data, dimension, account=ACCOUNT):
-		return next(row for row in data if row["budget_against"] == dimension and row["account"] == account)
+		row = next(
+			(r for r in data if r["budget_against"] == dimension and r["account"] == account),
+			None,
+		)
+		self.assertIsNotNone(row, f"No report row for {dimension} / {account}")
+		return row
 
 	def field(self, label):
 		return frappe.scrub(f"{label} {self.fy}")
@@ -55,6 +60,8 @@ class TestBudgetVarianceReport(ERPNextTestSuite):
 		self.assertTrue(columns)
 
 	def test_budget_amount_shown_with_zero_actual(self):
+		# neutralise any committed actuals so the exact Actual/Variance assertions hold
+		set_total_expense_zero(nowdate(), "cost_center")
 		make_budget(
 			budget_against="Cost Center", cost_center=COST_CENTER, budget_amount=120000, submit_budget=1
 		)
@@ -65,6 +72,9 @@ class TestBudgetVarianceReport(ERPNextTestSuite):
 		self.assertEqual(row[self.field("Variance")], 120000)
 
 	def test_actual_expense_updates_actual_and_variance(self):
+		# zero out pre-committed actuals: keeps Actual exact and avoids the budget's
+		# "Stop" action rejecting the journal entry when prior actuals already exist
+		set_total_expense_zero(nowdate(), "cost_center")
 		make_budget(
 			budget_against="Cost Center", cost_center=COST_CENTER, budget_amount=120000, submit_budget=1
 		)
@@ -88,6 +98,8 @@ class TestBudgetVarianceReport(ERPNextTestSuite):
 		self.assertEqual(dimensions, {COST_CENTER})
 
 	def test_monthly_period_totals(self):
+		# zero out pre-committed actuals so total_actual reflects only this test's entry
+		set_total_expense_zero(nowdate(), "cost_center")
 		make_budget(
 			budget_against="Cost Center", cost_center=COST_CENTER, budget_amount=120000, submit_budget=1
 		)

erpnext/accounts/report/calculated_discount_mismatch/test_calculated_discount_mismatch.py

@@ -0,0 +1,82 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import json
+
+import frappe
+from frappe.utils.formatters import format_value
+
+from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
+from erpnext.accounts.report.calculated_discount_mismatch.calculated_discount_mismatch import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestCalculatedDiscountMismatch(ERPNextTestSuite):
+	"""Integrity detector: flag transactions whose stored ``discount_amount`` was tampered
+	after the fact (a Version records the change) while ``additional_discount_percentage``
+	stayed the same, so the stored amount no longer matches the percentage-derived value.
+	"""
+
+	def run_report(self, docname: str) -> dict | None:
+		"""Run the (filter-less) report and return the row for ``docname``, if any."""
+		_columns, data = execute(frappe._dict({}))
+		return next((row for row in data if row["docname"] == docname), None)
+
+	def create_discounted_invoice(self) -> "frappe.Document":
+		"""Draft Sales Invoice (rate 1000) with a 10% additional discount.
+
+		The controller derives ``discount_amount`` = 10% of the grand total = 100.00,
+		so the stored amount is consistent with the percentage.
+		"""
+		invoice = create_sales_invoice(rate=1000, qty=1, do_not_submit=1)
+		invoice.additional_discount_percentage = 10
+		invoice.save()
+		invoice.reload()
+		return invoice
+
+	def test_consistent_discount_is_not_flagged(self):
+		"""A submitted invoice whose discount_amount matches its percentage is not reported."""
+		invoice = self.create_discounted_invoice()
+		invoice.submit()
+		invoice.reload()
+
+		self.assertEqual(invoice.discount_amount, 100.0)
+		self.assertIsNone(self.run_report(invoice.name))
+
+	def test_tampered_discount_is_flagged(self):
+		"""Directly overwriting discount_amount (leaving the percentage intact) is reported.
+
+		This reproduces the real-world integrity breach: a Version records the
+		``discount_amount`` change, its ``new`` value equals the current stored amount, and
+		``additional_discount_percentage`` was not touched -- exactly the shape the report
+		queries for.
+		"""
+		invoice = self.create_discounted_invoice()
+		consistent_amount = invoice.discount_amount  # 100.00, matches the 10% percentage
+		tampered_amount = 250.0
+
+		discount_field = frappe.get_meta("Sales Invoice").get_field("discount_amount")
+		# Format exactly as the report does so version.new == format_value(current amount).
+		suspected = format_value(consistent_amount, df=discount_field, currency=invoice.currency)
+		actual = format_value(tampered_amount, df=discount_field, currency=invoice.currency)
+
+		# Tamper the stored amount directly, bypassing the controller that would recompute it.
+		frappe.db.set_value("Sales Invoice", invoice.name, "discount_amount", tampered_amount)
+		self.record_discount_change(invoice.name, suspected, actual)
+
+		row = self.run_report(invoice.name)
+
+		self.assertIsNotNone(row)
+		self.assertEqual(row["doctype"], "Sales Invoice")
+		self.assertEqual(row["actual_discount_percentage"], 10.0)
+		self.assertEqual(row["actual_discount_amount"], actual)
+		self.assertEqual(row["suspected_discount_amount"], suspected)
+
+	def record_discount_change(self, docname: str, old: str, new: str) -> None:
+		"""Insert the Version audit row a direct discount_amount edit would have produced."""
+		version = frappe.new_doc("Version")
+		version.ref_doctype = "Sales Invoice"
+		version.docname = docname
+		version.data = json.dumps({"changed": [["discount_amount", old, new]]}, separators=(",", ":"))
+		version.flags.ignore_version = True
+		version.insert(ignore_permissions=True)

erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py

@@ -582,7 +582,12 @@ def prepare_data(accounts, start_date, end_date, balance_must_be, companies, com
 				total += flt(row[company])
 
 		row["has_value"] = has_value
-		row["total"] = total
+		# 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
 
 		data.append(row)
 

erpnext/accounts/report/consolidated_financial_statement/test_consolidated_financial_statement.py

@@ -0,0 +1,129 @@
+# 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, last_match=False):
+		"""Return the first (or last) row whose account_name contains the fragment.
+
+		Pass ``last_match=True`` to get the leaf/most-specific match when the fragment
+		is also a prefix of a parent group account (parents precede children in tree order).
+		"""
+		found = None
+		for row in data:
+			if account_name_fragment in str(row.get("account_name") or ""):
+				if not last_match:
+					return row
+				found = row
+		return found
+
+	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", last_match=True)
+		self.assertIsNotNone(sales_row, "Sales row missing from consolidated P&L")
+		# >= so a pre-existing Sales balance in the fiscal year doesn't make this brittle
+		self.assertGreaterEqual(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", last_match=True)
+		self.assertIsNotNone(expense_row, "Marketing Expenses row missing from consolidated P&L")
+		self.assertGreaterEqual(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", last_match=True)
+		self.assertIsNotNone(sales_row)
+		child_value = flt(sales_row.get(CHILD_COMPANY))
+		self.assertGreaterEqual(child_value, amount)
+		# parent column picks up the child value when accumulated
+		self.assertEqual(flt(sales_row.get(PARENT_COMPANY)), child_value)
+		# the total equals the consolidated (group) value, not the sum of parent + child
+		# columns -- this is the regression guard for the double-count fix
+		self.assertEqual(flt(sales_row.get("total")), child_value)
+
+	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/custom_financial_statement/test_custom_financial_statement.py

@@ -0,0 +1,94 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import flt
+
+from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
+from erpnext.accounts.report.custom_financial_statement.custom_financial_statement import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestCustomFinancialStatement(ERPNextTestSuite):
+	"""The report renders a Financial Report Template through FinancialReportEngine.
+	These tests exercise its own entry point: a template with an account-data row
+	and a calculated row, and the guard that returns nothing without a template."""
+
+	def setUp(self):
+		frappe.set_user("Administrator")
+		self.company = "_Test Company"
+		self.expense_account = "_Test Account Cost for Goods Sold - _TC"
+		self.cash_account = "Cash - _TC"
+
+	def _make_template(self):
+		# rows filter by exact account name so the value is isolated from other data
+		template_name = f"Test Custom FS {frappe.generate_hash()[:8]}"
+		return frappe.get_doc(
+			{
+				"doctype": "Financial Report Template",
+				"template_name": template_name,
+				"report_type": "Profit and Loss Statement",
+				"rows": [
+					{
+						"reference_code": "EXP",
+						"display_name": "Test Expense",
+						"indentation_level": 0,
+						"data_source": "Account Data",
+						"balance_type": "Closing Balance",
+						"calculation_formula": f'["name", "=", "{self.expense_account}"]',
+					},
+					{
+						"reference_code": "EXP_X2",
+						"display_name": "Expense Doubled",
+						"indentation_level": 0,
+						"data_source": "Calculated Amount",
+						"calculation_formula": "EXP * 2",
+					},
+				],
+			}
+		).insert()
+
+	def _filters(self, template_name):
+		return frappe._dict(
+			{
+				"company": self.company,
+				"report_template": template_name,
+				"from_fiscal_year": "2024",
+				"to_fiscal_year": "2024",
+				"period_start_date": "2024-01-01",
+				"period_end_date": "2024-12-31",
+				"filter_based_on": "Date Range",
+				"periodicity": "Yearly",
+				"accumulated_values": 0,
+			}
+		)
+
+	def test_account_and_calculated_rows(self):
+		make_journal_entry(
+			self.expense_account,
+			self.cash_account,
+			2000,
+			posting_date="2024-06-15",
+			company=self.company,
+			submit=True,
+		)
+		template = self._make_template()
+
+		columns, data = execute(self._filters(template.template_name))[:2]
+		self.assertTrue(columns)
+
+		rows = {row.get("account_name"): row for row in data}
+		self.assertIn("Test Expense", rows)
+		self.assertIn("Expense Doubled", rows)
+
+		period_keys = rows["Test Expense"].get("_segment_info", {}).get("period_keys", [])
+		self.assertTrue(period_keys, "expected at least one period key in _segment_info")
+		period_key = period_keys[0]
+
+		# the account-data row picks up the posted expense; the calculated row doubles it
+		self.assertEqual(flt(rows["Test Expense"][period_key]), 2000.0)
+		self.assertEqual(flt(rows["Expense Doubled"][period_key]), 4000.0)
+
+	def test_no_template_returns_nothing(self):
+		"""Without a report_template the report short-circuits and returns None."""
+		self.assertIsNone(execute(frappe._dict({"company": self.company})))

erpnext/accounts/report/dimension_wise_accounts_balance_report/test_dimension_wise_accounts_balance_report.py

@@ -0,0 +1,82 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import today
+
+from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
+from erpnext.accounts.report.dimension_wise_accounts_balance_report.dimension_wise_accounts_balance_report import (
+	execute,
+)
+from erpnext.accounts.utils import get_fiscal_year
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestDimensionWiseAccountsBalance(ERPNextTestSuite):
+	"""Balances accounts one column per value of an accounting dimension (here
+	Cost Center). Locks the two behaviours that matter: an entry lands in its
+	own dimension column as debit - credit, and children roll up into parents."""
+
+	def setUp(self):
+		frappe.set_user("Administrator")
+		self.company = "_Test Company"
+		self.expense_account = "_Test Account Cost for Goods Sold - _TC"
+		self.cash_account = "Cash - _TC"
+
+	def _make_cost_center(self, name):
+		full_name = f"{name} - _TC"
+		if not frappe.db.exists("Cost Center", full_name):
+			frappe.get_doc(
+				{
+					"doctype": "Cost Center",
+					"cost_center_name": name,
+					"parent_cost_center": "_Test Company - _TC",
+					"company": self.company,
+					"is_group": 0,
+				}
+			).insert()
+		return full_name
+
+	def _filters(self, **overrides):
+		filters = frappe._dict(
+			{
+				"company": self.company,
+				"dimension": "Cost Center",
+				"fiscal_year": get_fiscal_year(today(), company=self.company)[0],
+			}
+		)
+		filters.update(overrides)
+		return filters
+
+	def test_dimension_column_and_rollup(self):
+		# a dedicated cost center isolates our column from any other posted data
+		cost_center = self._make_cost_center("Test Dimension CC")
+		make_journal_entry(
+			self.expense_account,
+			self.cash_account,
+			300,
+			cost_center=cost_center,
+			posting_date=today(),
+			submit=True,
+		)
+
+		columns, data = execute(self._filters())
+		column = frappe.scrub(cost_center)
+		self.assertIn(column, [c["fieldname"] for c in columns])
+
+		rows = {row["account"]: row for row in data}
+
+		# the entry shows as debit - credit under its own dimension column
+		self.assertEqual(rows[self.expense_account][column], 300.0)
+		self.assertEqual(rows[self.cash_account][column], -300.0)
+
+		# and rolls up into each account's parent (isolated to our cost center)
+		expense_parent = frappe.db.get_value("Account", self.expense_account, "parent_account")
+		cash_parent = frappe.db.get_value("Account", self.cash_account, "parent_account")
+		self.assertEqual(rows[expense_parent][column], 300.0)
+		self.assertEqual(rows[cash_parent][column], -300.0)
+
+	def test_requires_fiscal_year(self):
+		filters = self._filters()
+		filters.pop("fiscal_year")
+		self.assertRaises(frappe.ValidationError, execute, filters)

erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.py

@@ -21,7 +21,12 @@ def execute(filters=None):
 	entries = get_entries(filters)
 	invoice_details = get_invoice_posting_date_map(filters)
 
-	report = ReceivablePayableReport(filters)
+	# Only four range columns are defined (range1-range4, the last being "90 Above").
+	# Three thresholds yield exactly four buckets, so payments more than 90 days after
+	# the invoice land in range4 instead of an unread range5.
+	report_filters = frappe._dict(filters)
+	report_filters.range = "30, 60, 90"
+	report = ReceivablePayableReport(report_filters)
 
 	data = []
 	for d in entries:

erpnext/accounts/report/payment_period_based_on_invoice_date/test_payment_period_based_on_invoice_date.py

@@ -32,15 +32,15 @@ class TestPaymentPeriodBasedOnInvoiceDate(ERPNextTestSuite):
 			}
 		)
 		filters.update(extra)
-		return execute(filters)
+		columns, data = execute(filters)
+		fieldnames = [c["fieldname"] for c in columns]
+		# Map each positional row to a dict keyed by column fieldname so assertions
+		# stay correct even if a column is inserted or reordered.
+		return columns, [dict(zip(fieldnames, row, strict=False)) for row in data]
 
 	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:
+			if row["payment_entry"] == payment_name:
 				return row
 		return None
 
@@ -57,42 +57,60 @@ class TestPaymentPeriodBasedOnInvoiceDate(ERPNextTestSuite):
 		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()
+		_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
+		self.assertEqual(row["party_type"], "Customer")
+		self.assertEqual(row["posting_date"], getdate("2026-06-20"))
+		self.assertEqual(row["invoice"], invoice.name)
+		self.assertEqual(row["invoice_posting_date"], getdate("2026-06-01"))
+		self.assertEqual(row["amount"], 1000)
+		self.assertEqual(row["age"], 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)
+		self.assertEqual(row["range1"], 1000)  # 0-30
+		self.assertEqual(row["range2"], 0)  # 30-60
+		self.assertEqual(row["range3"], 0)  # 60-90
+		self.assertEqual(row["range4"], 0)  # 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()
+		_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
+		self.assertEqual(row["amount"], 1000)
+		self.assertEqual(row["age"], 45)
 		# 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)
+		self.assertEqual(row["range1"], 0)
+		self.assertEqual(row["range2"], 1000)
+		self.assertEqual(row["range3"], 0)
+		self.assertEqual(row["range4"], 0)
+
+	def test_payment_over_90_days_lands_in_90_above_bucket(self):
+		# invoice 2026-01-01, paid 2026-06-01 -> 151 days after -> "90 Above" bucket.
+		# Regression guard: with four range columns, a payment older than the last
+		# threshold must fall into range4 rather than an unread range5 (showing 0).
+		invoice = create_sales_invoice(customer="_Test Customer 2", rate=1000, posting_date="2026-01-01")
+		payment = self.pay_invoice(invoice, "2026-06-01")
+
+		_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["amount"], 1000)
+		self.assertEqual(row["age"], 151)
+		self.assertEqual(row["range1"], 0)
+		self.assertEqual(row["range2"], 0)
+		self.assertEqual(row["range3"], 0)
+		self.assertEqual(row["range4"], 1000)  # 90 Above captures the full amount
 
 	def test_columns_expose_expected_age_buckets(self):
 		columns, _data = self.run_report()

erpnext/accounts/report/profitability_analysis/test_profitability_analysis.py

@@ -46,8 +46,9 @@ class TestProfitabilityAnalysis(ERPNextTestSuite):
 		)
 
 	def test_income_expense_and_gross_profit(self):
-		# bootstrap leaf cost center; clean of committed GL so exact assertions hold
-		cc = "_Test Cost Center - _TC"
+		# a dedicated leaf cost center keeps these exact assertions free of GL that
+		# other tests may book against a shared cost center in the same fiscal year
+		cc = self.make_cc("_Test PA Income Expense")
 		self.book_income(cc, 10000)
 		self.book_expense(cc, 4000)
 
@@ -74,7 +75,7 @@ class TestProfitabilityAnalysis(ERPNextTestSuite):
 		self.assertEqual(parent_row["gross_profit_loss"], 7000)
 
 	def test_date_range_excludes_out_of_period_entries(self):
-		cc = "_Test Cost Center 2 - _TC"
+		cc = self.make_cc("_Test PA Date Range")
 		self.book_income(cc, 10000, posting_date="2025-06-01")
 
 		# the 2025 income must not appear in a 2026 report (zero-value rows are dropped)
@@ -97,7 +98,8 @@ class TestProfitabilityAnalysis(ERPNextTestSuite):
 		data = self.run_report()
 		# the report appends a blank separator row and a totals row at the end
 		total_row = data[-1]
-		self.assertEqual(total_row["account"], "'Total'")
+		# the report wraps the (possibly translated) "Total" label in single quotes
+		self.assertEqual(total_row["account"], "'" + frappe._("Total") + "'")
 		# total is built from direct (non-accumulated) values, so it stays internally consistent
 		self.assertEqual(total_row["gross_profit_loss"], total_row["income"] - total_row["expense"])
 		# and it includes this test's bookings

erpnext/accounts/report/share_balance/share_balance.py

@@ -22,7 +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"), filters.get("date"))
+		all_shares = get_all_shares(filters.get("shareholder"), filters.get("date"), filters.get("company"))
 		for share_entry in all_shares:
 			row = False
 			for datum in data:
@@ -61,16 +61,35 @@ def get_columns(filters):
 	return columns
 
 
-def get_all_shares(shareholder, date):
+def get_all_shares(shareholder, date, company=None):
 	"""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 received are positive, shares transferred/sold out are negative.
+
+	The shareholder and company predicates are pushed into the query so only the
+	relevant transfers are fetched instead of scanning the whole table."""
+	share_transfer = frappe.qb.DocType("Share Transfer")
+	query = (
+		frappe.qb.from_(share_transfer)
+		.select(
+			share_transfer.share_type,
+			share_transfer.no_of_shares,
+			share_transfer.rate,
+			share_transfer.amount,
+			share_transfer.from_shareholder,
+			share_transfer.to_shareholder,
+		)
+		.where((share_transfer.docstatus == 1) & (share_transfer.date <= date))
+		.where(
+			(share_transfer.to_shareholder == shareholder) | (share_transfer.from_shareholder == shareholder)
+		)
+		.orderby(share_transfer.date)
 	)
 
+	if company:
+		query = query.where(share_transfer.company == company)
+
+	transfers = query.run(as_dict=True)
+
 	shares = []
 	for transfer in transfers:
 		if transfer.to_shareholder == shareholder:

erpnext/accounts/report/share_balance/test_share_balance.py

@@ -42,6 +42,30 @@ class TestShareBalanceReport(ERPNextTestSuite):
 		self.assertEqual(row[3], 10)  # average rate
 		self.assertEqual(row[4], 1000)  # amount = 100 * 10
 
+	def test_company_filter_scopes_transfers(self):
+		# the transfer is booked under `_Test 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",
+		)
+
+		# matching company: the holding shows up
+		self.assertEqual(self.get_row(date="2026-06-05")[2], 100)
+
+		# a different company must not surface this shareholder's transfer
+		other_company_data = execute(
+			frappe._dict(
+				{"date": "2026-06-05", "company": "_Test Company 1", "shareholder": self.shareholder}
+			)
+		)[1]
+		self.assertEqual(other_company_data, [])
+
 	def test_balance_increases_on_second_issue(self):
 		create_share_transfer(
 			transfer_type="Issue",

erpnext/accounts/report/share_ledger/test_share_ledger.py

@@ -0,0 +1,171 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.accounts.report.share_ledger.share_ledger import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+COMPANY = "_Test Company"
+
+# The report returns legacy positional columns (no fieldnames); name the indices once
+# here so a column reorder needs a single edit instead of silently shifting assertions.
+COL_SHAREHOLDER = 0
+COL_DATE = 1
+COL_TRANSFER_TYPE = 2
+COL_SHARE_TYPE = 3
+COL_NO_OF_SHARES = 4
+COL_RATE = 5
+COL_AMOUNT = 6
+COL_COMPANY = 7
+COL_SHARE_TRANSFER = 8
+
+
+class TestShareLedger(ERPNextTestSuite):
+	def setUp(self):
+		self.shareholder = self.create_shareholder("_Test Share Ledger Holder")
+		# Issue 100 shares on 2026-06-01, then another 50 on 2026-06-10.
+		self.first = self.issue_shares(date="2026-06-01", from_no=1, to_no=100, rate=10)
+		self.second = self.issue_shares(date="2026-06-10", from_no=101, to_no=150, rate=12)
+
+	def test_ledger_lists_all_transfers_upto_date(self):
+		data = self.run_report(shareholder=self.shareholder, date="2026-06-30")
+
+		self.assertEqual(len(data), 2)
+
+		first_row, second_row = data
+		self.assertEqual(first_row[COL_SHAREHOLDER], self.shareholder)
+		self.assertEqual(first_row[COL_DATE], frappe.utils.getdate("2026-06-01"))
+		self.assertEqual(first_row[COL_TRANSFER_TYPE], "Issue")
+		self.assertEqual(first_row[COL_SHARE_TYPE], "Equity")
+		self.assertEqual(first_row[COL_NO_OF_SHARES], 100)
+		self.assertEqual(first_row[COL_RATE], 10)
+		self.assertEqual(first_row[COL_AMOUNT], 1000)
+		self.assertEqual(first_row[COL_COMPANY], COMPANY)
+		self.assertEqual(first_row[COL_SHARE_TRANSFER], self.first)
+
+		self.assertEqual(second_row[COL_DATE], frappe.utils.getdate("2026-06-10"))
+		self.assertEqual(second_row[COL_NO_OF_SHARES], 50)
+		self.assertEqual(second_row[COL_RATE], 12)
+		self.assertEqual(second_row[COL_AMOUNT], 600)
+		self.assertEqual(second_row[COL_SHARE_TRANSFER], self.second)
+
+	def test_running_balance_of_shares(self):
+		data = self.run_report(shareholder=self.shareholder, date="2026-06-30")
+
+		# The ledger records each transfer's raw no_of_shares (always positive); it does
+		# not sign by direction. With only incoming "Issue" rows here, summing them is a
+		# valid running total. (Directional balances are the Share Balance report's job.)
+		running = 0
+		balances = []
+		for row in data:
+			running += row[COL_NO_OF_SHARES]
+			balances.append(running)
+
+		self.assertEqual(balances, [100, 150])
+
+	def test_as_on_date_between_transfers_shows_only_first(self):
+		data = self.run_report(shareholder=self.shareholder, date="2026-06-05")
+
+		self.assertEqual(len(data), 1)
+		self.assertEqual(data[0][COL_SHARE_TRANSFER], self.first)
+		self.assertEqual(data[0][COL_NO_OF_SHARES], 100)
+
+	def test_transfer_type_label_when_shareholder_is_seller(self):
+		buyer = self.create_shareholder("_Test Share Ledger Buyer")
+		transfer = self.make_transfer(
+			from_shareholder=self.shareholder,
+			to_shareholder=buyer,
+			date="2026-06-15",
+			from_no=1,
+			to_no=40,
+			rate=10,
+		)
+
+		row = self.transfer_row(self.run_report(shareholder=self.shareholder, date="2026-06-30"), transfer)
+		# seller side: the label names the counterparty it went "to"
+		self.assertEqual(row[COL_TRANSFER_TYPE], f"Transfer to {buyer}")
+
+	def test_transfer_type_label_when_shareholder_is_buyer(self):
+		seller = self.create_shareholder("_Test Share Ledger Seller")
+		# the seller must own shares before it can transfer them
+		self.issue_shares(date="2026-06-12", from_no=201, to_no=300, rate=10, shareholder=seller)
+		transfer = self.make_transfer(
+			from_shareholder=seller,
+			to_shareholder=self.shareholder,
+			date="2026-06-15",
+			from_no=201,
+			to_no=240,
+			rate=10,
+		)
+
+		row = self.transfer_row(self.run_report(shareholder=self.shareholder, date="2026-06-30"), transfer)
+		# buyer side: the label names the counterparty it came "from"
+		self.assertEqual(row[COL_TRANSFER_TYPE], f"Transfer from {seller}")
+
+	def test_missing_date_throws(self):
+		self.assertRaises(frappe.ValidationError, execute, frappe._dict(shareholder=self.shareholder))
+
+	def test_missing_shareholder_returns_no_rows(self):
+		data = self.run_report(date="2026-06-30")
+		self.assertEqual(data, [])
+
+	def run_report(self, **extra):
+		filters = frappe._dict({"company": COMPANY, **extra})
+		return execute(filters)[1]
+
+	def transfer_row(self, data, transfer_name):
+		row = next((r for r in data if r[COL_SHARE_TRANSFER] == transfer_name), None)
+		self.assertIsNotNone(row, f"Share Transfer {transfer_name} missing from ledger")
+		return row
+
+	def create_shareholder(self, title):
+		doc = frappe.get_doc(
+			{
+				"doctype": "Shareholder",
+				"title": title,
+				"company": COMPANY,
+			}
+		).insert()
+		return doc.name
+
+	def issue_shares(self, date, from_no, to_no, rate, shareholder=None):
+		doc = frappe.get_doc(
+			{
+				"doctype": "Share Transfer",
+				"transfer_type": "Issue",
+				"date": date,
+				"to_shareholder": shareholder or self.shareholder,
+				"share_type": "Equity",
+				"from_no": from_no,
+				"to_no": to_no,
+				"no_of_shares": to_no - from_no + 1,
+				"rate": rate,
+				"company": COMPANY,
+				"asset_account": "Cash - _TC",
+				"equity_or_liability_account": "Creditors - _TC",
+			}
+		)
+		doc.submit()
+		return doc.name
+
+	def make_transfer(self, from_shareholder, to_shareholder, date, from_no, to_no, rate):
+		doc = frappe.get_doc(
+			{
+				"doctype": "Share Transfer",
+				"transfer_type": "Transfer",
+				"date": date,
+				"from_shareholder": from_shareholder,
+				"to_shareholder": to_shareholder,
+				"share_type": "Equity",
+				"from_no": from_no,
+				"to_no": to_no,
+				"no_of_shares": to_no - from_no + 1,
+				"rate": rate,
+				"company": COMPANY,
+				"asset_account": "Cash - _TC",
+				"equity_or_liability_account": "Creditors - _TC",
+			}
+		)
+		doc.submit()
+		return doc.name

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"
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erpnext/accounts/workspace/banking/banking.json

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erpnext/accounts/workspace/budgeting/budgeting.json

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erpnext/accounts/workspace/financial_reports/financial_reports.json

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+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Payment Summary",
+   "link_to": "Sales Payment Summary",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Address 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": "UAE VAT 201",
+   "link_to": "UAE VAT 201",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "Financial Reports",
  "type": "Workspace"
 }

erpnext/accounts/workspace/invoicing/invoicing.json

@@ -587,9 +587,10 @@
    "type": "Link"
   }
  ],
- "modified": "2026-01-23 11:05:47.246213",
+ "modified": "2026-06-14 13:44:08.471142",
  "modified_by": "Administrator",
  "module": "Accounts",
+ "module_onboarding": "Accounting Onboarding",
  "name": "Invoicing",
  "number_cards": [
   {
@@ -617,6 +618,354 @@
  "roles": [],
  "sequence_id": 2.0,
  "shortcuts": [],
+ "sidebar_items": [
+  {
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+   "label": "Home",
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+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
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+   "collapsible": 1,
+   "icon": "chart",
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+   "keep_closed": 0,
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+   "link_to": "Accounts",
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+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "list-tree",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Chart of Accounts",
+   "link_to": "Account",
+   "link_type": "DocType",
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+   "collapsible": 1,
+   "icon": "arrow-left-to-line",
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+   "label": "Receivables",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
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+   "icon": "",
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+   "label": "Customer",
+   "link_to": "Customer",
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+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
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+   "show_arrow": 0,
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+  {
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+   "link_to": "Sales Invoice",
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+   "route_options": "{\"is_return\": 1}",
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+  {
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+   "show_arrow": 0,
+   "type": "Link"
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+   "icon": "arrow-right-from-line",
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+   "label": "Payables",
+   "link_type": "DocType",
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+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
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+   "icon": "",
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+   "label": "Supplier",
+   "link_to": "Supplier",
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+   "show_arrow": 0,
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+  },
+  {
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+   "link_to": "Purchase Invoice",
+   "link_type": "DocType",
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+   "type": "Link"
+  },
+  {
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+   "label": "Debit Note",
+   "link_to": "Purchase Invoice",
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+   "route_options": "{\"is_return\": 1}",
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+   "type": "Link"
+  },
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+   "type": "Section Break"
+  },
+  {
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+  },
+  {
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+  },
+  {
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+   "link_type": "DocType",
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+   "show_arrow": 0,
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+   "label": "Process Payment Reconciliation",
+   "link_to": "Process Payment Reconciliation",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
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+   "label": "Repost Accounting Ledger",
+   "link_to": "Repost Accounting Ledger",
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+   "label": "Repost Payment Ledger",
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+  {
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+  },
+  {
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+  {
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+   "icon": "settings",
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+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
  "title": "Invoicing",
  "type": "Workspace"
 }

erpnext/accounts/workspace/payments/payments.json

@@ -0,0 +1,240 @@
+{
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+ "content": "[]",
+ "creation": "2026-06-11 11:51:21.886461",
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+ "modified": "2026-06-14 13:43:50.184761",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "module_onboarding": "Accounting Onboarding",
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+  {
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+ "standard": 1,
+ "title": "Payments",
+ "type": "Workspace"
+}

erpnext/accounts/workspace/share_management/share_management.json

@@ -0,0 +1,86 @@
+{
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+ "content": "[]",
+ "creation": "2026-06-11 11:51:22.831729",
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+ "links": [],
+ "modified": "2026-06-14 13:43:51.040978",
+ "modified_by": "Administrator",
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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",
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+   "icon": "receipt-text",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Subscription Plan",
+   "link_to": "Subscription Plan",
+   "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": "Subscription Settings",
+   "link_to": "Subscription Settings",
+   "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": "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": "Supplier",
+   "link_to": "Supplier",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "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"
+  }
+ ],
+ "standard": 1,
+ "title": "Subscriptions",
+ "type": "Workspace"
+}

erpnext/accounts/workspace/taxes/taxes.json

@@ -0,0 +1,188 @@
+{
+ "app": "erpnext",
+ "charts": [],
+ "content": "[]",
+ "creation": "2026-06-11 11:51:22.649582",
+ "custom_blocks": [],
+ "docstatus": 0,
+ "doctype": "Workspace",
+ "for_user": "",
+ "hide_custom": 0,
+ "icon": "money-coins-1",
+ "idx": 0,
+ "indicator_color": "green",
+ "is_hidden": 0,
+ "label": "Taxes",
+ "link_type": "DocType",
+ "links": [],
+ "modified": "2026-06-14 13:43:50.894825",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "module_onboarding": "Accounting Onboarding",
+ "name": "Taxes",
+ "number_cards": [],
+ "owner": "Administrator",
+ "public": 1,
+ "quick_lists": [],
+ "roles": [],
+ "sequence_id": 48.0,
+ "shortcuts": [],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "panel-bottom-close",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Sales Tax Template",
+   "link_to": "Sales Taxes and Charges Template",
+   "link_type": "DocType",
+   "navigate_to_tab": "",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "panel-top-close",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Purchase Tax Template",
+   "link_to": "Purchase Taxes and Charges Template",
+   "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": "Item Tax Template",
+   "link_to": "Item Tax Template",
+   "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": "triangle",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Tax Category",
+   "link_to": "Tax Category",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "book-open-text",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Tax Rule",
+   "link_to": "Tax Rule",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "book-text",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Tax Withholding Category",
+   "link_to": "Tax Withholding Category",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Tax Withholding Group",
+   "link_to": "Tax Withholding Group",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "notebook-text",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Deduction Certificate",
+   "link_to": "Lower Deduction Certificate",
+   "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_to": "",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "TDS Computation Summary",
+   "link_to": "TDS Computation Summary",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Tax Withholding Details",
+   "link_to": "Tax Withholding Details",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "standard": 1,
+ "title": "Taxes",
+ "type": "Workspace"
+}

erpnext/assets/workspace/assets/assets.json

@@ -199,9 +199,10 @@
    "type": "Link"
   }
  ],
- "modified": "2025-12-31 16:22:38.132729",
+ "modified": "2026-06-14 13:44:08.417956",
  "modified_by": "Administrator",
  "module": "Assets",
+ "module_onboarding": "Asset Onboarding",
  "name": "Assets",
  "number_cards": [],
  "owner": "Administrator",
@@ -212,6 +213,294 @@
  "roles": [],
  "sequence_id": 7.0,
  "shortcuts": [],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "home",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "Assets",
+   "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": "Asset",
+   "link_type": "Dashboard",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "laptop",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Asset",
+   "link_to": "Asset",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "trending-down",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Depreciation Schedule",
+   "link_to": "Asset Depreciation Schedule",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "sprout",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Asset Capitalization",
+   "link_to": "Asset Capitalization",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "move-horizontal",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Asset Movement",
+   "link_to": "Asset Movement",
+   "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": "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": "Asset Maintenance Team",
+   "link_to": "Asset Maintenance Team",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Asset Maintenance",
+   "link_to": "Asset Maintenance",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Asset Maintenance Log",
+   "link_to": "Asset Maintenance Log",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Asset Value Adjustment",
+   "link_to": "Asset Value Adjustment",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Asset Repair",
+   "link_to": "Asset Repair",
+   "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": "Fixed Asset Register",
+   "link_to": "Fixed Asset Register",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Asset Depreciation Ledger",
+   "link_to": "Asset Depreciation Ledger",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Asset Depreciations and Balances",
+   "link_to": "Asset Depreciations and Balances",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Asset Maintenance",
+   "link_to": "Asset Maintenance",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Asset Activity",
+   "link_to": "Asset Activity",
+   "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,
+   "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": "Asset Category",
+   "link_to": "Asset Category",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Location",
+   "link_to": "Location",
+   "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": "Accounts Settings",
+   "link_type": "DocType",
+   "navigate_to_tab": "assets_tab",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link",
+   "url": ""
+  }
+ ],
+ "standard": 1,
  "title": "Assets",
  "type": "Workspace"
 }

erpnext/buying/report/purchase_analytics/test_purchase_analytics.py

@@ -0,0 +1,93 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import flt
+
+from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
+from erpnext.buying.report.purchase_analytics.purchase_analytics import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+COMPANY = "_Test Company"
+SUPPLIER = "_Test Supplier"
+SUPPLIER_GROUP = "_Test Supplier Group"
+# A historical window that ordinary test fixtures don't post into.
+FROM_DATE = "2019-04-01"
+TO_DATE = "2019-06-30"
+
+
+class TestPurchaseAnalytics(ERPNextTestSuite):
+	"""purchase_analytics reuses the shared Analytics engine; these tests lock its
+	wiring (doc_type=Purchase Order) across the Supplier Group / Item Group trees."""
+
+	def setUp(self):
+		frappe.set_user("Administrator")
+
+	def _filters(self, **overrides):
+		filters = {
+			"doc_type": "Purchase Order",
+			"value_quantity": "Value",
+			"range": "Monthly",
+			"company": COMPANY,
+			"from_date": FROM_DATE,
+			"to_date": TO_DATE,
+		}
+		filters.update(overrides)
+		return frappe._dict(filters)
+
+	def _rows(self, filters):
+		return {row["entity"]: row for row in execute(filters)[1]}
+
+	def make_po(self, qty=4, rate=250):
+		return create_purchase_order(
+			company=COMPANY, supplier=SUPPLIER, qty=qty, rate=rate, transaction_date="2019-04-10"
+		)
+
+	def test_supplier_group_tree_rolls_up_to_root(self):
+		filters = self._filters(tree_type="Supplier Group")
+		base = self._rows(filters)
+		base_group = flt(base.get(SUPPLIER_GROUP, {}).get("total", 0.0))
+
+		po = self.make_po(qty=4, rate=250)
+		rows = self._rows(filters)
+
+		# supplier is remapped to its group; the root sits at indent 0
+		self.assertIn(SUPPLIER_GROUP, rows)
+		self.assertIn("All Supplier Groups", rows)
+		self.assertNotIn(SUPPLIER, rows)
+		self.assertEqual(rows["All Supplier Groups"]["indent"], 0)
+
+		self.assertAlmostEqual(rows[SUPPLIER_GROUP]["total"] - base_group, flt(po.base_net_total), places=2)
+		self.assertGreaterEqual(flt(rows["All Supplier Groups"]["total"]), flt(po.base_net_total))
+
+	def test_item_group_tree_rolls_up_to_root(self):
+		item_group = frappe.db.get_value("Item", "_Test Item", "item_group")
+		filters = self._filters(tree_type="Item Group")
+		base = self._rows(filters)
+		base_group = flt(base.get(item_group, {}).get("total", 0.0))
+
+		po = self.make_po(qty=4, rate=250)
+		rows = self._rows(filters)
+
+		self.assertIn(item_group, rows)
+		self.assertIn("All Item Groups", rows)
+		# the raw item code must not leak as its own entity; the root sits at indent 0
+		self.assertNotIn("_Test Item", rows)
+		self.assertEqual(rows["All Item Groups"]["indent"], 0)
+		self.assertAlmostEqual(rows[item_group]["total"] - base_group, flt(po.base_net_total), places=2)
+		self.assertGreaterEqual(flt(rows["All Item Groups"]["total"]), flt(po.base_net_total))
+
+	def test_supplier_group_by_quantity(self):
+		filters = self._filters(tree_type="Supplier Group", value_quantity="Quantity")
+		base = self._rows(filters)
+		base_qty = flt(base.get(SUPPLIER_GROUP, {}).get("total", 0.0))
+		base_root_qty = flt(base.get("All Supplier Groups", {}).get("total", 0.0))
+
+		po = self.make_po(qty=7, rate=100)
+		rows = self._rows(filters)
+
+		self.assertAlmostEqual(rows[SUPPLIER_GROUP]["total"] - base_qty, flt(po.total_qty), places=2)
+		# the quantity must roll up to the root too, not just the leaf group
+		self.assertAlmostEqual(
+			rows["All Supplier Groups"]["total"] - base_root_qty, flt(po.total_qty), places=2
+		)

erpnext/buying/report/subcontract_order_summary/test_subcontract_order_summary.py

@@ -0,0 +1,49 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import add_days, today
+
+from erpnext.buying.report.subcontract_order_summary.subcontract_order_summary import execute
+from erpnext.controllers.tests.test_subcontracting_controller import (
+	get_subcontracting_order,
+	make_bom_for_subcontracted_items,
+	make_raw_materials,
+	make_service_items,
+	make_subcontracted_items,
+)
+from erpnext.tests.utils import ERPNextTestSuite
+
+FG_ITEM = "Subcontracted Item SA7"
+
+
+class TestSubcontractOrderSummary(ERPNextTestSuite):
+	"""The report lists Subcontracting Order finished items with their ordered and
+	received quantities within the transaction-date window."""
+
+	def setUp(self):
+		make_subcontracted_items()
+		make_raw_materials()
+		make_service_items()
+		make_bom_for_subcontracted_items()
+
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{"company": "_Test Company", "from_date": add_days(today(), -1), "to_date": add_days(today(), 1)}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def test_subcontracting_order_is_listed(self):
+		sco = get_subcontracting_order()
+
+		rows = [r for r in self.run_report(name=sco.name) if r.get("item_code") == FG_ITEM]
+		self.assertTrue(rows, "Subcontracting Order finished item missing from report")
+		self.assertEqual(rows[0]["qty"], 10)
+		self.assertEqual(rows[0]["received_qty"], 0)  # nothing received yet
+
+	def test_out_of_range_date_excludes_order(self):
+		sco = get_subcontracting_order()
+
+		data = self.run_report(name=sco.name, from_date="2019-01-01", to_date="2019-01-31")
+		self.assertEqual(data, [])

erpnext/buying/report/supplier_quotation_comparison/test_supplier_quotation_comparison.py

@@ -0,0 +1,66 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.buying.report.supplier_quotation_comparison.supplier_quotation_comparison import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+COMPANY = "_Test Company"
+ITEM = "_Test Item"
+
+
+class TestSupplierQuotationComparison(ERPNextTestSuite):
+	"""The report lists Supplier Quotation item lines so quotes for the same item can
+	be compared across suppliers."""
+
+	def make_quotation(self, supplier, qty, rate, uom=None):
+		item = {"item_code": ITEM, "qty": qty, "rate": rate, "warehouse": "_Test Warehouse - _TC"}
+		if uom:
+			item["uom"] = uom
+		sq = frappe.get_doc(
+			{
+				"doctype": "Supplier Quotation",
+				"supplier": supplier,
+				"company": COMPANY,
+				"currency": "INR",
+				"transaction_date": "2026-06-01",
+				"items": [item],
+			}
+		)
+		sq.insert()
+		sq.submit()
+		return sq
+
+	def run_report(self, **extra):
+		filters = frappe._dict({"company": COMPANY, "from_date": "2026-01-01", "to_date": "2026-12-31"})
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def test_no_filters_returns_empty(self):
+		self.assertEqual(execute(None)[1], [])
+
+	def test_quotation_line_listed_with_price(self):
+		# _Test UOM 1 converts at 10 stock units per qty, so price_per_unit
+		# (amount / stock_qty) diverges from base_rate and the division path is tested
+		sq = self.make_quotation("_Test Supplier", qty=10, rate=100, uom="_Test UOM 1")
+
+		rows = [r for r in self.run_report(item_code=ITEM) if r.get("quotation") == sq.name]
+		self.assertTrue(rows, "Supplier Quotation line missing from report")
+		row = rows[0]
+		self.assertEqual(row["supplier_name"], "_Test Supplier")
+		self.assertEqual(row["qty"], 10)
+		self.assertEqual(row["base_rate"], 100)
+		self.assertEqual(row["base_amount"], 1000)
+		# 1000 amount / (10 qty * 10 conversion) = 10, distinct from the 100 base_rate
+		self.assertEqual(row["price_per_unit"], 10)
+
+	def test_compares_multiple_suppliers_for_item(self):
+		sq1 = self.make_quotation("_Test Supplier", qty=10, rate=100)
+		sq2 = self.make_quotation("_Test Supplier 1", qty=10, rate=120)
+
+		quotes = {r["quotation"]: r for r in self.run_report(item_code=ITEM)}
+		self.assertIn(sq1.name, quotes)
+		self.assertIn(sq2.name, quotes)
+		self.assertEqual(quotes[sq1.name]["base_rate"], 100)
+		self.assertEqual(quotes[sq2.name]["base_rate"], 120)

erpnext/buying/workspace/buying/buying.json

@@ -341,17 +341,6 @@
    "onboard": 1,
    "type": "Link"
   },
-  {
-   "dependencies": "",
-   "hidden": 0,
-   "is_query_report": 1,
-   "label": "Item Wise Consumption",
-   "link_count": 0,
-   "link_to": "Item Wise Consumption",
-   "link_type": "Report",
-   "onboard": 1,
-   "type": "Link"
-  },
   {
    "dependencies": "",
    "hidden": 0,
@@ -512,9 +501,10 @@
    "type": "Link"
   }
  ],
- "modified": "2026-01-02 14:55:59.078773",
+ "modified": "2026-06-14 13:43:50.509039",
  "modified_by": "Administrator",
  "module": "Buying",
+ "module_onboarding": "Buying Onboarding",
  "name": "Buying",
  "number_cards": [
   {
@@ -538,6 +528,403 @@
  "roles": [],
  "sequence_id": 5.0,
  "shortcuts": [],
+ "sidebar_items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "home",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Home",
+   "link_to": "Buying",
+   "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": "Buying",
+   "link_type": "Dashboard",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "notepad-text",
+   "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,
+   "icon": "git-pull-request-arrow",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Request for Quotation",
+   "link_to": "Request for Quotation",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "book-open-text",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Supplier Quotation",
+   "link_to": "Supplier Quotation",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "receipt-text",
+   "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": 0,
+   "collapsible": 1,
+   "icon": "liabilities",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Purchase Invoice",
+   "link_to": "Purchase Invoice",
+   "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": "Supplier",
+   "link_to": "Supplier",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Supplier Group",
+   "link_to": "Supplier Group",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "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": "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": "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": "Contacts",
+   "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": "Supplier Scorecard",
+   "link_to": "Supplier Scorecard",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Supplier Scorecard Criteria",
+   "link_to": "Supplier Scorecard Criteria",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Supplier Scorecard Variable",
+   "link_to": "Supplier Scorecard Variable",
+   "link_type": "DocType",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Supplier Scorecard Standing",
+   "link_to": "Supplier Scorecard Standing",
+   "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": "Purchase Analytics",
+   "link_to": "Purchase Analytics",
+   "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 Analysis",
+   "link_to": "Purchase 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": "Requested Items to Order and Receive",
+   "link_to": "Requested Items to Order and Receive",
+   "link_type": "Report",
+   "open_in_new_tab": 0,
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Items To Be Requested",
+   "link_to": "Items To Be Requested",
+   "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 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/crm/report/lead_owner_efficiency/test_lead_owner_efficiency.py

@@ -0,0 +1,71 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import add_days, today
+
+from erpnext.crm.report.lead_owner_efficiency.lead_owner_efficiency import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestLeadOwnerEfficiency(ERPNextTestSuite):
+	"""Groups leads by their owner and counts the opportunity/quotation/order funnel
+	derived from those leads."""
+
+	def setUp(self):
+		# a unique owner keeps the per-owner counts isolated from other tests' leads
+		self.owner = self.make_user()
+
+	def make_user(self):
+		email = f"lead_owner_{frappe.generate_hash(length=8)}@example.com"
+		frappe.get_doc(
+			{"doctype": "User", "email": email, "first_name": "Lead Owner", "send_welcome_email": 0}
+		).insert()
+		return email
+
+	def make_lead(self):
+		return frappe.get_doc(
+			{
+				"doctype": "Lead",
+				"lead_name": f"Lead {frappe.generate_hash(length=6)}",
+				"lead_owner": self.owner,
+				"company": "_Test Company",
+			}
+		).insert()
+
+	def run_report(self, **extra):
+		filters = frappe._dict({"from_date": add_days(today(), -1), "to_date": today()})
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def owner_row(self, data):
+		return next((r for r in data if r["lead_owner"] == self.owner), None)
+
+	def test_lead_count_grouped_by_owner(self):
+		self.make_lead()
+		self.make_lead()
+
+		row = self.owner_row(self.run_report())
+		self.assertIsNotNone(row, "Lead owner missing from report")
+		self.assertEqual(row["lead_count"], 2)
+		self.assertEqual(row["opp_count"], 0)
+		self.assertEqual(row["opp_lead"], 0.0)
+
+	def test_opportunity_from_lead_is_counted(self):
+		lead = self.make_lead()
+		frappe.get_doc(
+			{
+				"doctype": "Opportunity",
+				"opportunity_from": "Lead",
+				"party_name": lead.name,
+				"company": "_Test Company",
+				"currency": "INR",
+			}
+		).insert()
+
+		row = self.owner_row(self.run_report())
+		self.assertIsNotNone(row, "Lead owner missing from report")
+		self.assertEqual(row["lead_count"], 1)
+		self.assertEqual(row["opp_count"], 1)
+		# one opportunity from one lead -> 100% opp/lead conversion
+		self.assertEqual(row["opp_lead"], 100.0)

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/locale/fa.po

@@ -3,7 +3,7 @@ msgstr ""
 "Project-Id-Version: frappe\n"
 "Report-Msgid-Bugs-To: hello@frappe.io\n"
 "POT-Creation-Date: 2026-06-28 10:20+0000\n"
-"PO-Revision-Date: 2026-06-29 20:08\n"
+"PO-Revision-Date: 2026-07-01 20:39\n"
 "Last-Translator: hello@frappe.io\n"
 "Language-Team: Persian\n"
 "MIME-Version: 1.0\n"
@@ -14218,7 +14218,7 @@ msgstr "آدرس فعلی"
 #. Label of the current_accommodation_type (Select) field in DocType 'Employee'
 #: erpnext/setup/doctype/employee/employee.json
 msgid "Current Address Is"
-msgstr "آدرس فعلی است"
+msgstr "آدرس فعلی"
 
 #. Label of the current_amount (Currency) field in DocType 'Stock
 #. Reconciliation Item'
@@ -17767,7 +17767,7 @@ msgstr "سود سهام پرداخت شده"
 #. Option for the 'Marital Status' (Select) field in DocType 'Employee'
 #: erpnext/setup/doctype/employee/employee.json
 msgid "Divorced"
-msgstr "جدا شده"
+msgstr "طلاق گرفته"
 
 #. Option for the 'Status' (Select) field in DocType 'Lead'
 #: erpnext/crm/doctype/lead/lead.json
@@ -30241,7 +30241,7 @@ msgstr "متخصص بازاریابی"
 #. Option for the 'Marital Status' (Select) field in DocType 'Employee'
 #: erpnext/setup/doctype/employee/employee.json
 msgid "Married"
-msgstr "متاهل"
+msgstr "متأهل"
 
 #: erpnext/setup/setup_wizard/data/marketing_source.txt:7
 msgid "Mass Mailing"
@@ -34688,7 +34688,7 @@ msgstr ""
 #. Option for the 'Current Address Is' (Select) field in DocType 'Employee'
 #: erpnext/setup/doctype/employee/employee.json
 msgid "Owned"
-msgstr "مالکیت"
+msgstr "ملکی"
 
 #: erpnext/accounts/report/sales_payment_summary/sales_payment_summary.js:29
 #: erpnext/accounts/report/sales_payment_summary/sales_payment_summary.py:24
@@ -37162,7 +37162,7 @@ msgstr "آدرس دائمی"
 #. 'Employee'
 #: erpnext/setup/doctype/employee/employee.json
 msgid "Permanent Address Is"
-msgstr "آدرس دائمی است"
+msgstr "آدرس دائمی"
 
 #: erpnext/accounts/doctype/bank_statement_import_log/bank_statement_import_log.py:73
 #: erpnext/accounts/doctype/bank_statement_import_log/bank_statement_import_log.py:77
@@ -44208,7 +44208,7 @@ msgstr "اجاره"
 #. Option for the 'Current Address Is' (Select) field in DocType 'Employee'
 #: erpnext/setup/doctype/employee/employee.json
 msgid "Rented"
-msgstr "اجاره شده"
+msgstr "استیجاری"
 
 #. Label of the reorder_level (Float) field in DocType 'Material Request Item'
 #: erpnext/stock/doctype/material_request_item/material_request_item.json
@@ -50940,7 +50940,7 @@ msgstr ""
 #. Option for the 'Marital Status' (Select) field in DocType 'Employee'
 #: erpnext/setup/doctype/employee/employee.json
 msgid "Single"
-msgstr "تنها"
+msgstr "مجرد"
 
 #. Option for the 'Bank Entry Type' (Select) field in DocType 'Bank Transaction
 #. Rule'
@@ -60982,7 +60982,7 @@ msgstr "هنگام تهیه فاکتور خرید از سفارش خرید، ب
 #. Option for the 'Marital Status' (Select) field in DocType 'Employee'
 #: erpnext/setup/doctype/employee/employee.json
 msgid "Widowed"
-msgstr "بیوه"
+msgstr "همسر فوت شده"
 
 #. Label of the width (Float) field in DocType 'Shipment Parcel'
 #. Label of the width (Float) field in DocType 'Shipment Parcel Template'
@@ -61884,7 +61884,7 @@ msgstr "تراز صفر"
 
 #: erpnext/accounts/doctype/exchange_rate_revaluation/exchange_rate_revaluation.py:353
 msgid "Zero Balance Journal: {0}"
-msgstr ""
+msgstr "دفتر تراز صفر: {0}"
 
 #: erpnext/regional/report/uae_vat_201/uae_vat_201.py:78
 msgid "Zero Rated"
@@ -62008,7 +62008,7 @@ msgstr "fieldname"
 
 #: erpnext/setup/doctype/item_group/item_group.py:49
 msgid "for tax category {0}"
-msgstr ""
+msgstr "برای دسته بندی مالیاتی {0}"
 
 #. Option for the 'Service Provider' (Select) field in DocType 'Currency
 #. Exchange Settings'
@@ -62375,7 +62375,7 @@ msgstr ""
 
 #: erpnext/public/js/utils/sales_common.js:336
 msgid "{0} cannot be greater than 100"
-msgstr ""
+msgstr "{0} نمی‌تواند بزرگتر از ۱۰۰ باشد"
 
 #: erpnext/accounts/doctype/cost_center_allocation/cost_center_allocation.py:136
 msgid "{0} cannot be used as a Main Cost Center because it has been used as child in Cost Center Allocation {1}"
@@ -62444,7 +62444,7 @@ msgstr "{0} با موفقیت ارسال شد"
 
 #: erpnext/controllers/buying_controller.py:289
 msgid "{0} has submitted assets linked to it. You need to cancel the assets to create purchase return."
-msgstr ""
+msgstr "{0} دارایی‌های مرتبط با آن را ارسال کرده است. برای ایجاد بازگشت خرید، باید دارایی‌ها را لغو کنید."
 
 #: erpnext/projects/doctype/project/project_dashboard.html:15
 msgid "{0} hours"
@@ -62456,7 +62456,7 @@ msgstr "{0} در ردیف {1}"
 
 #: erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py:66
 msgid "{0} is a child company."
-msgstr ""
+msgstr "{0} یک شرکت فرزند است."
 
 #: erpnext/setup/doctype/transaction_deletion_record/transaction_deletion_record.py:465
 msgid "{0} is a child table and will be deleted automatically with its parent"
@@ -62539,7 +62539,7 @@ msgstr "{0} در {1} فعال نیست"
 
 #: erpnext/setup/doctype/transaction_deletion_record/transaction_deletion_record.py:649
 msgid "{0} is not running. Cannot trigger events for this document"
-msgstr ""
+msgstr "{0} در حال اجرا نیست. نمی‌توان رویدادها را برای این سند فعال کرد"
 
 #: erpnext/stock/doctype/material_request/material_request.py:478
 msgid "{0} is not the default supplier for any items."
@@ -62547,7 +62547,7 @@ msgstr "{0} تامین کننده پیش‌فرض هیچ موردی نیست."
 
 #: erpnext/accounts/doctype/payment_entry/payment_entry.py:2686
 msgid "{0} is on hold until {1}"
-msgstr ""
+msgstr "{0} تا زمان {1} در حالت انتظار است"
 
 #: erpnext/accounts/doctype/pos_opening_entry/pos_opening_entry.py:68
 msgid "{0} is open. Close the POS or cancel the existing POS Opening Entry to create a new POS Opening Entry."
@@ -62722,11 +62722,11 @@ msgstr ""
 #: erpnext/accounts/doctype/party_link/party_link.py:53
 #: erpnext/accounts/doctype/party_link/party_link.py:63
 msgid "{0} {1} is already linked with another {2}"
-msgstr ""
+msgstr "{0} {1} از قبل به {2} دیگری لینک شده است"
 
 #: erpnext/accounts/doctype/party_link/party_link.py:40
 msgid "{0} {1} is already linked with {2} {3}"
-msgstr ""
+msgstr "{0} {1} از قبل به {2} {3} لینک شده است"
 
 #: erpnext/accounts/doctype/payment_entry/payment_entry.py:711
 msgid "{0} {1} is associated with {2}, but Party Account is {3}"
@@ -62767,7 +62767,7 @@ msgstr "{0} {1} فعال نیست"
 
 #: erpnext/accounts/doctype/bank_transaction/bank_transaction.py:452
 msgid "{0} {1} is not affecting bank account {2}"
-msgstr ""
+msgstr "{0} {1} تاثیری بر حساب بانکی {2} ندارد"
 
 #: erpnext/accounts/doctype/payment_entry/payment_entry.py:688
 msgid "{0} {1} is not associated with {2} {3}"

erpnext/locale/sv.po

@@ -3,7 +3,7 @@ msgstr ""
 "Project-Id-Version: frappe\n"
 "Report-Msgid-Bugs-To: hello@frappe.io\n"
 "POT-Creation-Date: 2026-06-28 10:20+0000\n"
-"PO-Revision-Date: 2026-06-29 20:08\n"
+"PO-Revision-Date: 2026-07-03 21:32\n"
 "Last-Translator: hello@frappe.io\n"
 "Language-Team: Swedish\n"
 "MIME-Version: 1.0\n"
@@ -5054,7 +5054,7 @@ msgstr "Fel uppstod under uppdatering process"
 
 #: erpnext/stock/reorder_item.py:368
 msgid "An error occurred for certain Items while creating Material Requests based on Re-order level. Please rectify these issues :"
-msgstr "Fel uppstod för vissa artiklar när Material Begäran skapades baserat på beställning nivå. Vänligen åtgärda dessa problem:"
+msgstr "Fel uppstod för vissa artiklar när Material Begäran skapades baserat på återbeställning nivå. Vänligen åtgärda dessa problem:"
 
 #: erpnext/buying/report/supplier_quotation_comparison/supplier_quotation_comparison.html:124
 msgid "Analysis Chart"
@@ -6451,7 +6451,7 @@ msgstr "Automatiskt Skapad"
 #. Request'
 #: erpnext/stock/doctype/material_request/material_request.json
 msgid "Auto Created (Reorder)"
-msgstr "Skapas automatiskt (ombeställning)"
+msgstr "Skapas automatiskt (återbeställning)"
 
 #. Label of the auto_created_serial_and_batch_bundle (Check) field in DocType
 #. 'Stock Ledger Entry'
@@ -6569,7 +6569,7 @@ msgstr "Automatiskt avstämning av Parti i Bank Transaktioner"
 #. Label of the reorder_section (Section Break) field in DocType 'Item'
 #: erpnext/stock/doctype/item/item.json
 msgid "Auto re-order"
-msgstr "Automatisk Ombeställning"
+msgstr "Automatisk Återbeställning"
 
 #. Label of the auto_reconcile_payments (Check) field in DocType 'Accounts
 #. Settings'
@@ -8221,13 +8221,13 @@ msgstr "Parti {0} av Artikel {1} är Inaktiverad."
 #: erpnext/stock/workspace/stock/stock.json
 #: erpnext/workspace_sidebar/stock.json
 msgid "Batch-Wise Balance History"
-msgstr "Saldo Historik per Parti"
+msgstr "Partibaserad Saldo Historik"
 
 #: erpnext/stock/report/fifo_queue_vs_qty_after_transaction_comparison/fifo_queue_vs_qty_after_transaction_comparison.py:164
 #: erpnext/stock/report/stock_ledger_invariant_check/stock_ledger_invariant_check.py:183
 #: erpnext/stock/report/stock_ledger_variance/stock_ledger_variance.py:86
 msgid "Batchwise Valuation"
-msgstr "Partivis Värdering"
+msgstr "Partibaserad Värdering"
 
 #. Label of the section_break_3 (Section Break) field in DocType 'Stock
 #. Reconciliation Item'
@@ -9319,7 +9319,7 @@ msgstr "Beräkna Uppskatade Ankomst Tider"
 #. Settings'
 #: erpnext/selling/doctype/selling_settings/selling_settings.json
 msgid "Calculate Product Bundle price based on child Item's rates"
-msgstr "Beräkna Artikel Paket pris baserat på priser för underordnade artiklar"
+msgstr "Beräkna Artikel Paket pris baserat på priser för paket artiklar"
 
 #. Description of the 'Hidden Line (Internal Use Only)' (Check) field in
 #. DocType 'Financial Report Row'
@@ -9814,7 +9814,7 @@ msgstr "Kan inte demontera {0} mot Lager Post {1}. Endast {2} tillgängliga för
 
 #: erpnext/setup/doctype/company/company.py:233
 msgid "Cannot enable Item-wise Inventory Account, as there are existing Stock Ledger Entries for the company {0} with Warehouse-wise Inventory Account. Please cancel the stock transactions first and try again."
-msgstr "Kan inte aktivera Lager Konto per Lager, eftersom det redan finns befintliga Lager Register Poster för {0} med Lager Konto per Lager. Avbryt lager transaktioner först och försök igen."
+msgstr "Kan inte aktivera Artikelbaserad Lager Konto, eftersom det redan finns befintliga Lager Register Poster för {0} med Lagerbaserad Lager Konto. Avbryt lager transaktioner först och försök igen."
 
 #: erpnext/crm/doctype/crm_settings/crm_settings.py:43
 msgid "Cannot enable Opportunity creation from Contact Us because the Contact Us form is disabled."
@@ -10213,7 +10213,7 @@ msgstr "Kategori Detaljer"
 
 #: erpnext/assets/dashboard_fixtures.py:93
 msgid "Category-wise Asset Value"
-msgstr "Tillgång Värde per Kategori"
+msgstr "Kategoribaserad Tillgång Värde"
 
 #: erpnext/buying/doctype/purchase_order/purchase_order.py:289
 #: erpnext/buying/doctype/request_for_quotation/request_for_quotation.py:140
@@ -15118,7 +15118,7 @@ msgstr "Kund eller Artikel"
 
 #: erpnext/setup/doctype/authorization_rule/authorization_rule.py:93
 msgid "Customer required for 'Customerwise Discount'"
-msgstr "Kund erfordras för \"Kund Rabatt\""
+msgstr "Kund erfordras för \"Kundbaserad Rabatt\""
 
 #: erpnext/accounts/doctype/sales_invoice/sales_invoice.py:885
 #: erpnext/selling/doctype/sales_order/sales_order.py:392
@@ -15171,7 +15171,7 @@ msgstr "Kundens Leverantör"
 #. Name of a report
 #: erpnext/selling/report/customer_wise_item_price/customer_wise_item_price.json
 msgid "Customer-wise Item Price"
-msgstr "Artikel Pris per Kund"
+msgstr "Kundbaserad Artikel Pris"
 
 #: erpnext/crm/report/lost_opportunity/lost_opportunity.py:43
 msgid "Customer/Lead Name"
@@ -15206,7 +15206,7 @@ msgstr "Kunder inte valda."
 #. Option for the 'Based On' (Select) field in DocType 'Authorization Rule'
 #: erpnext/setup/doctype/authorization_rule/authorization_rule.json
 msgid "Customerwise Discount"
-msgstr "Rabatt per Kund"
+msgstr "Kundbaserad Rabatt"
 
 #. Name of a DocType
 #. Label of the customs_tariff_number (Link) field in DocType 'Item'
@@ -15680,7 +15680,7 @@ msgstr "Avdraget från"
 #. Deduction Certificate'
 #: erpnext/regional/doctype/lower_deduction_certificate/lower_deduction_certificate.json
 msgid "Deductee Details"
-msgstr "Avdragsberättigad Detaljer"
+msgstr "Avdragstagare Detaljer"
 
 #. Label of a Workspace Sidebar Item
 #: erpnext/workspace_sidebar/taxes.json
@@ -17168,7 +17168,7 @@ msgstr "Dimension Namn"
 #. Name of a report
 #: erpnext/accounts/report/dimension_wise_accounts_balance_report/dimension_wise_accounts_balance_report.json
 msgid "Dimension-wise Accounts Balance Report"
-msgstr "Bokföring Saldo Rapport per Dimension"
+msgstr "Dimension baserad Bokföring Saldo Rapport"
 
 #. Label of the dimensions_section (Section Break) field in DocType 'GL Entry'
 #: erpnext/accounts/doctype/gl_entry/gl_entry.json
@@ -17872,7 +17872,7 @@ msgstr "Utvidga Ej"
 
 #: erpnext/stock/doctype/stock_settings/stock_settings.py:129
 msgid "Do Not Use Batchwise Valuation"
-msgstr "Använd inte Parti baserad Värdering"
+msgstr "Använd inte Partibaserad Värdering"
 
 #. Label of the do_not_fetch_incoming_rate_from_serial_no (Check) field in
 #. DocType 'Stock Reposting Settings'
@@ -17908,7 +17908,7 @@ msgstr "Uppdatera inte Varianter vid Spara"
 #. Settings'
 #: erpnext/stock/doctype/stock_settings/stock_settings.json
 msgid "Do not use Batch-wise Valuation"
-msgstr "Använd inte Partivis Värdering"
+msgstr "Använd inte Partibaserad Värdering"
 
 #: erpnext/assets/doctype/asset/asset.js:957
 msgid "Do you really want to restore this scrapped asset?"
@@ -18890,7 +18890,7 @@ msgstr "Aktivera Automatisk E-post"
 
 #: erpnext/stock/doctype/item/item.py:1171
 msgid "Enable Auto Re-Order"
-msgstr "Aktivera Automatisk Ombeställning"
+msgstr "Aktivera Automatisk Återbeställning"
 
 #. Label of the enable_party_matching (Check) field in DocType 'Accounts
 #. Settings'
@@ -18969,7 +18969,7 @@ msgstr "Aktivera Oförenderlig Bokföring"
 #. 'Company'
 #: erpnext/setup/doctype/company/company.json
 msgid "Enable Item-wise Inventory Account"
-msgstr "Aktivera Lager Konto per Artikel"
+msgstr "Aktivera Artikelbaserad Lager Konto"
 
 #. Label of the enable_loyalty_point_program (Check) field in DocType 'Accounts
 #. Settings'
@@ -19193,9 +19193,9 @@ msgid "Enabling this will do the following:\n"
 msgstr "Om du aktiverar detta kommer följande att hända:\n"
 "<ul style=\"padding-left:16px\">\n"
 "<li>Pris Kolumn i alla Artikel Paket tabeller redigerbar.</li>\n"
-"<li>Beräkna priser för alla <a href=\"/desk/product-bundle\" rel=\"noopener noreferrer\">artikel paket</a> i Artikel tabell, baserat på priser för dess underordnade artiklar, som anges i Artikel Paket tabell. </li>\n"
+"<li>Beräkna priser för alla <a href=\"/desk/product-bundle\" rel=\"noopener noreferrer\">Artikel Paket</a> i Artikel tabell, baserat på priser för paket artiklar, som anges i Artikel Paket tabell. </li>\n"
 "</ul>\n"
-"Observera: Om detta är aktiverat kommer uppdatering av pris för artikel paket i artikel tabell inte att ändra dess pris. Det kommer att återställas till det pris som baseras på dess underordnade artiklar när dokumentet sparas."
+"Observera: Om detta är aktiverat kommer uppdatering av pris för artikel paket i artikel tabell inte att ändra deras pris. Det kommer att återställas till pris som baseras på paket artiklar när dokument sparas."
 
 #. Label of the encashment_date (Date) field in DocType 'Employee'
 #: erpnext/setup/doctype/employee/employee.json
@@ -21056,7 +21056,7 @@ msgstr "Följ Kalender Månader"
 
 #: erpnext/templates/emails/reorder_item.html:1
 msgid "Following Material Requests have been raised automatically based on Item's re-order level"
-msgstr "Följande Material Begäran skapades automatiskt baserat på Artikel beställning nivå"
+msgstr "Följande Material Begäran skapades automatiskt baserat på Artikel återbeställning nivå"
 
 #: erpnext/selling/doctype/customer/mapper.py:173
 msgid "Following fields are mandatory to create address:"
@@ -23792,7 +23792,7 @@ msgstr "Om artikel handlas som Noll Värdering Pris i denna post, aktivera 'Till
 #. Request Item'
 #: erpnext/stock/doctype/material_request_item/material_request_item.json
 msgid "If the reorder check is set at the Group warehouse level, the available quantity becomes the sum of the projected quantities of all its child warehouses."
-msgstr "Om ombeställning kontroll är angiven på grupp lager nivå blir tillgänglig kvantitet summa av planerad kvantitet för alla underordnade lager."
+msgstr "Om återbeställning kontroll är angiven på grupp lager nivå blir tillgänglig kvantitet summa av planerad kvantitet för alla underordnade lager."
 
 #: erpnext/manufacturing/doctype/work_order/work_order.js:1286
 msgid "If the selected BOM has Operations mentioned in it, the system will fetch all Operations from BOM, these values can be changed."
@@ -24688,7 +24688,7 @@ msgstr "Felaktig Parti Förbrukad"
 
 #: erpnext/stock/doctype/item/item.py:602
 msgid "Incorrect Check in (group) Warehouse for Reorder"
-msgstr "Felaktig vald (grupp) Lager för Ombeställning"
+msgstr "Felaktig vald (grupp) Lager för Återbeställning"
 
 #: erpnext/stock/doctype/landed_cost_voucher/landed_cost_voucher.py:148
 msgid "Incorrect Company"
@@ -27177,7 +27177,7 @@ msgstr "Artikel Grupp inte angiven i Artikel Inställningar för Artikel {0}"
 #. Option for the 'Based On' (Select) field in DocType 'Authorization Rule'
 #: erpnext/setup/doctype/authorization_rule/authorization_rule.json
 msgid "Item Group wise Discount"
-msgstr "Rabatt per Artikel Grupp"
+msgstr "Artikel Grupp baserad Rabatt"
 
 #. Label of the item_groups (Table) field in DocType 'POS Profile'
 #: erpnext/accounts/doctype/pos_profile/pos_profile.json
@@ -27519,7 +27519,7 @@ msgstr "Artikel Referens"
 #: erpnext/stock/doctype/item_reorder/item_reorder.json
 #: erpnext/stock/doctype/material_request_item/material_request_item.json
 msgid "Item Reorder"
-msgstr "Artikel Ombeställning"
+msgstr "Artikel Återbeställning"
 
 #. Label of the item_row (Data) field in DocType 'Item Wise Tax Detail'
 #: erpnext/accounts/doctype/item_wise_tax_detail/item_wise_tax_detail.json
@@ -27730,12 +27730,12 @@ msgstr "Var Används Artikel"
 #: erpnext/stock/report/item_wise_consumption/item_wise_consumption.json
 #: erpnext/workspace_sidebar/buying.json
 msgid "Item Wise Consumption"
-msgstr "Artikelvis Förbrukning"
+msgstr "Artikelbaserad Förbrukning"
 
 #. Name of a DocType
 #: erpnext/accounts/doctype/item_wise_tax_detail/item_wise_tax_detail.json
 msgid "Item Wise Tax Detail"
-msgstr "Moms Detalj per Artikel"
+msgstr "Artikelbaserad Moms Detalj"
 
 #. Label of the item_wise_tax_details (Table) field in DocType 'POS Invoice'
 #. Label of the item_wise_tax_details (Table) field in DocType 'Purchase
@@ -27759,11 +27759,11 @@ msgstr "Moms Detalj per Artikel"
 #: erpnext/stock/doctype/delivery_note/delivery_note.json
 #: erpnext/stock/doctype/purchase_receipt/purchase_receipt.json
 msgid "Item Wise Tax Details"
-msgstr "Artikel Moms Detaljer"
+msgstr "Artikelbaserade Moms Detaljer"
 
 #: erpnext/controllers/taxes_and_totals.py:562
 msgid "Item Wise Tax Details do not match with Taxes and Charges at the following rows:"
-msgstr "Artikel Moms Detaljer stämmer inte överens med Moms och Avgifter på följande rader:"
+msgstr "Artikelbaserade Moms Detaljer stämmer inte med Moms och Avgifter på följande rader:"
 
 #. Label of the section_break_rrrx (Section Break) field in DocType 'Sales
 #. Forecast'
@@ -27967,7 +27967,7 @@ msgstr "Artikel {0}: {1} Kvantitet producerad ."
 #. Name of a report
 #: erpnext/stock/report/item_wise_price_list_rate/item_wise_price_list_rate.json
 msgid "Item-wise Price List Rate"
-msgstr "Prislista Pris per Artikel"
+msgstr "Artikelbaserad Prislista Pris "
 
 #. Name of a report
 #. Label of a Link in the Buying Workspace
@@ -27976,14 +27976,14 @@ msgstr "Prislista Pris per Artikel"
 #: erpnext/buying/workspace/buying/buying.json
 #: erpnext/workspace_sidebar/buying.json
 msgid "Item-wise Purchase History"
-msgstr "Inköp Historik per Artikel"
+msgstr "Artikelbaserad Inköp Historik"
 
 #. Name of a report
 #. Label of a Workspace Sidebar Item
 #: erpnext/accounts/report/item_wise_purchase_register/item_wise_purchase_register.json
 #: erpnext/workspace_sidebar/financial_reports.json
 msgid "Item-wise Purchase Register"
-msgstr "Inköp Register per Artikel"
+msgstr "Artikelbaserad Inköp Register"
 
 #. Name of a report
 #. Label of a Link in the Selling Workspace
@@ -27992,19 +27992,19 @@ msgstr "Inköp Register per Artikel"
 #: erpnext/selling/workspace/selling/selling.json
 #: erpnext/workspace_sidebar/selling.json
 msgid "Item-wise Sales History"
-msgstr "Försäljning Historik per Artikel"
+msgstr "Artikelbaserad Försäljning Historik"
 
 #. Name of a report
 #. Label of a Workspace Sidebar Item
 #: erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.json
 #: erpnext/workspace_sidebar/selling.json
 msgid "Item-wise Sales Register"
-msgstr "Försäljning Register per Artikel"
+msgstr "Artikelbaserad Försäljning Register"
 
 #. Label of a Workspace Sidebar Item
 #: erpnext/workspace_sidebar/financial_reports.json
 msgid "Item-wise sales Register"
-msgstr "Försäljning Register per Artikel"
+msgstr "Artikelbaserad Försäljning Register"
 
 #: erpnext/stock/get_item_details.py:769
 msgid "Item/Item Code required to get Item Tax Template."
@@ -28111,7 +28111,7 @@ msgstr "Artikel {0} saknas i Artikel Register."
 #. Option for the 'Based On' (Select) field in DocType 'Authorization Rule'
 #: erpnext/setup/doctype/authorization_rule/authorization_rule.json
 msgid "Itemwise Discount"
-msgstr "Rabatt per Artikel"
+msgstr "Artikelbaserad Rabatt"
 
 #. Name of a report
 #. Label of a Link in the Stock Workspace
@@ -28120,7 +28120,7 @@ msgstr "Rabatt per Artikel"
 #: erpnext/stock/workspace/stock/stock.json
 #: erpnext/workspace_sidebar/stock.json
 msgid "Itemwise Recommended Reorder Level"
-msgstr "Rekommenderad Ombeställning Nivå per Artikel"
+msgstr "Artikelbaserad Rekommenderad Återbeställning Nivå"
 
 #. Option for the 'Barcode Type' (Select) field in DocType 'Item Barcode'
 #: erpnext/stock/doctype/item_barcode/item_barcode.json
@@ -33834,7 +33834,7 @@ msgstr "Öppning Faktura Verktyg"
 #: erpnext/accounts/doctype/purchase_invoice/services/gl_composer.py:832
 #: erpnext/accounts/doctype/sales_invoice/services/gl_composer.py:642
 msgid "Opening Invoice has rounding adjustment of {0}.<br><br> '{1}' account is required to post these values. Please set it in Company: {2}.<br><br> Or, '{3}' can be enabled to not post any rounding adjustment."
-msgstr "Öppning Fakturan har avrundning justering på {0}.<br><br> '{1}' konto erfordras för att bokföra dessa värden. Ange det i Bolag: {2}.<br><br> Eller så kan '{3}' aktiveras för att inte bokföra någon avrundning justering."
+msgstr "Öppning Faktura har avrundning justering på {0}.<br><br> '{1}' konto erfordras för att bokföra dessa värden. Ange det i Bolag: {2}.<br><br> Eller så kan '{3}' aktiveras för att inte bokföra någon avrundning justering."
 
 #: erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool_dashboard.html:8
 msgid "Opening Invoices"
@@ -40686,16 +40686,16 @@ msgstr "Projekt kommer att vara tillgänglig på hemsida till dessa Användare"
 #: erpnext/projects/workspace/projects/projects.json
 #: erpnext/workspace_sidebar/projects.json
 msgid "Project wise Stock Tracking"
-msgstr "Lager Spårning per Projekt"
+msgstr "Projektbaserad Lager Spårning"
 
 #. Name of a report
 #: erpnext/projects/report/project_wise_stock_tracking/project_wise_stock_tracking.json
 msgid "Project wise Stock Tracking "
-msgstr "Lager Spårning per Projekt"
+msgstr "Projektbaserad Lager Spårning "
 
 #: erpnext/controllers/trends.py:457
 msgid "Project-wise data is not available for Quotation"
-msgstr "Data per Projekt finns inte tillgängligt för Försäljning Offert"
+msgstr "Projektbaserad data är inte tillgängligt för Försäljning Offert"
 
 #. Label of the projected_on_hand (Float) field in DocType 'Material Request
 #. Item'
@@ -41821,7 +41821,7 @@ msgstr "Kvantitet att Producera"
 
 #: erpnext/manufacturing/report/quality_inspection_summary/quality_inspection_summary.py:56
 msgid "Qty Wise Chart"
-msgstr "Kvantitet Diagram"
+msgstr "Kvantitetbaserad Diagram"
 
 #. Label of the section_break_6 (Section Break) field in DocType 'Asset
 #. Capitalization Service Item'
@@ -42669,7 +42669,7 @@ msgstr "Inköp Offerter är inte tillåtna för {0} på grund av Resultat Kort v
 #. Label of the auto_indent (Check) field in DocType 'Stock Settings'
 #: erpnext/stock/doctype/stock_settings/stock_settings.json
 msgid "Raise Material Request when stock reaches re-order level"
-msgstr "Skapa Material Begäran när Lager når ombeställning nivå"
+msgstr "Skapa Material Begäran när Lager når återbeställning nivå"
 
 #. Label of the complaint_raised_by (Data) field in DocType 'Warranty Claim'
 #: erpnext/support/doctype/warranty_claim/warranty_claim.json
@@ -43168,12 +43168,12 @@ msgstr "Återöppna"
 #. Label of the warehouse_reorder_level (Float) field in DocType 'Item Reorder'
 #: erpnext/stock/doctype/item_reorder/item_reorder.json
 msgid "Re-order Level"
-msgstr "Ombeställning Nivå"
+msgstr "Återbeställning Nivå"
 
 #. Label of the warehouse_reorder_qty (Float) field in DocType 'Item Reorder'
 #: erpnext/stock/doctype/item_reorder/item_reorder.json
 msgid "Re-order Qty"
-msgstr "Ombeställning Kvantitet"
+msgstr "Återbeställning Kvantitet"
 
 #: erpnext/accounts/doctype/bisect_accounting_statements/bisect_accounting_statements.py:227
 msgid "Reached Root"
@@ -44313,18 +44313,18 @@ msgstr "Hyrd"
 #: erpnext/stock/report/itemwise_recommended_reorder_level/itemwise_recommended_reorder_level.py:64
 #: erpnext/stock/report/stock_projected_qty/stock_projected_qty.py:213
 msgid "Reorder Level"
-msgstr "Ombeställning Nivå"
+msgstr "Återbeställning Nivå"
 
 #. Label of the reorder_qty (Float) field in DocType 'Material Request Item'
 #: erpnext/stock/doctype/material_request_item/material_request_item.json
 #: erpnext/stock/report/stock_projected_qty/stock_projected_qty.py:220
 msgid "Reorder Qty"
-msgstr "Ombeställning Kvantitet"
+msgstr "Återbeställning Kvantitet"
 
 #. Label of the reorder_levels (Table) field in DocType 'Item'
 #: erpnext/stock/doctype/item/item.json
 msgid "Reorder level based on Warehouse"
-msgstr "Ombeställning Nivå Baserad på Lager"
+msgstr "Återbeställning Nivå Baserad på Lager"
 
 #. Option for the 'Purpose' (Select) field in DocType 'Stock Entry'
 #. Option for the 'Purpose' (Select) field in DocType 'Stock Entry Type'
@@ -46411,7 +46411,7 @@ msgstr "Rad #{0}: Välj Underenhet Lager"
 
 #: erpnext/stock/doctype/item/item.py:590
 msgid "Row #{0}: Please set reorder quantity"
-msgstr "Rad # {0}: Ange Ombeställning Kvantitet"
+msgstr "Rad #{0}: Ange Återbeställning Kvantitet"
 
 #: erpnext/controllers/accounts_controller.py:522
 msgid "Row #{0}: Please update deferred revenue/expense account in item row or default account in company master"
@@ -48044,7 +48044,7 @@ msgstr "Säljare Mål"
 #: erpnext/selling/workspace/selling/selling.json
 #: erpnext/workspace_sidebar/selling.json
 msgid "Sales Person-wise Transaction Summary"
-msgstr "Transaktion Översikt per Säljare"
+msgstr "Säljarebaserad Transaktion Översikt"
 
 #. Label of a Workspace Sidebar Item
 #: erpnext/selling/page/sales_funnel/sales_funnel.js:50
@@ -49993,7 +49993,7 @@ msgstr "Ange Total Summa till Standard Betalning Metod"
 #. 'Territory'
 #: erpnext/setup/doctype/territory/territory.json
 msgid "Set Item Group-wise budgets on this Territory. You can also include seasonality by setting the Distribution."
-msgstr "Ange Budget per Artikel Grupp för detta Distrikt. Man kan även inkludera säsongvariationer genom att ange Fördelning."
+msgstr "Ange Artikel Grupp baserad Budget för detta Distrikt. Inkludera även säsongvariationer genom att ange Fördelning."
 
 #. Label of the set_landed_cost_based_on_purchase_invoice_rate (Check) field in
 #. DocType 'Buying Settings'
@@ -50726,7 +50726,7 @@ msgstr "Visa Kumulativ Belopp"
 
 #: erpnext/stock/report/stock_balance/stock_balance.js:143
 msgid "Show Dimension Wise Stock"
-msgstr "Visa Lager per Dimension"
+msgstr "Visa Dimensionbaserad Lager"
 
 #: erpnext/stock/report/stock_qty_vs_serial_no_count/stock_qty_vs_serial_no_count.js:29
 msgid "Show Disabled Items"
@@ -50863,7 +50863,7 @@ msgstr "Visa Varianter"
 
 #: erpnext/stock/report/stock_ageing/stock_ageing.js:64
 msgid "Show Warehouse-wise Stock"
-msgstr "Visa Lager Värde per Lager"
+msgstr "Visa Lagerbaserad Lager Värde"
 
 #: erpnext/manufacturing/report/bom_stock_analysis/bom_stock_analysis.js:26
 msgid "Show availability of exploded items"
@@ -55085,7 +55085,7 @@ msgstr "Distrikt Mål"
 #. Name of a report
 #: erpnext/selling/report/territory_wise_sales/territory_wise_sales.json
 msgid "Territory-wise Sales"
-msgstr "Försäljning per Distrikt"
+msgstr "Distriktbaserad Försäljning"
 
 #. Name of a UOM
 #: erpnext/setup/setup_wizard/data/uom_data.json
@@ -55656,7 +55656,7 @@ msgstr "{0} innehåller Enhet Pris Artiklar."
 
 #: erpnext/stock/doctype/item/item.py:491
 msgid "The {0} prefix '{1}' already exists. Please change the Serial No Series, otherwise you will get a Duplicate Entry error."
-msgstr "Prefix {0} '{1}' finns redan. Ändra serienummer, annars blir det dubblett post."
+msgstr "Prefix {0} '{1}' finns redan. Ändra serie nummer, annars blir det Dubbel Post."
 
 #: erpnext/stock/doctype/material_request/material_request.py:572
 msgid "The {0} {1} created successfully"
@@ -59194,7 +59194,7 @@ msgstr "Använd <strong>Python</strong> filter för att hämta Konton"
 #. Label of the use_batchwise_valuation (Check) field in DocType 'Batch'
 #: erpnext/stock/doctype/batch/batch.json
 msgid "Use Batch-wise Valuation"
-msgstr "Använd Partivis Värdering"
+msgstr "Använd Partibaserad Värdering"
 
 #. Label of the use_csv_sniffer (Check) field in DocType 'Bank Statement
 #. Import'
@@ -60435,7 +60435,7 @@ msgstr "Verifikat {0} är övertilldelad av {1}"
 #. Name of a report
 #: erpnext/accounts/report/voucher_wise_balance/voucher_wise_balance.json
 msgid "Voucher-wise Balance"
-msgstr "Saldo per Verifikat"
+msgstr "Verifikatbaserad Saldo"
 
 #. Label of the vouchers (Table) field in DocType 'Repost Accounting Ledger'
 #. Label of the selected_vouchers_section (Section Break) field in DocType
@@ -60563,7 +60563,7 @@ msgstr "Lager Typ"
 #: erpnext/stock/workspace/stock/stock.json
 #: erpnext/workspace_sidebar/stock.json
 msgid "Warehouse Wise Stock Balance"
-msgstr "Lager Saldo per Lager"
+msgstr "Lagerbaserad Lager Saldo"
 
 #. Label of the warehouse_and_reference (Section Break) field in DocType
 #. 'Request for Quotation Item'
@@ -60616,7 +60616,7 @@ msgstr "Lager erfodras för Lager Artikel {0}"
 #. Name of a report
 #: erpnext/stock/report/warehouse_wise_item_balance_age_and_value/warehouse_wise_item_balance_age_and_value.json
 msgid "Warehouse wise Item Balance Age and Value"
-msgstr "Artikel Saldo Ålder och Värde per Lager"
+msgstr "Lagerbaserad Artikel Saldo, Ålder och Värde"
 
 #: erpnext/stock/doctype/warehouse/warehouse.py:95
 msgid "Warehouse {0} can not be deleted as quantity exists for Item {1}"
@@ -60825,7 +60825,7 @@ msgstr "Garanti Utgång (Serienummer)"
 #: erpnext/stock/doctype/serial_no/serial_no.json
 #: erpnext/support/doctype/warranty_claim/warranty_claim.json
 msgid "Warranty Expiry Date"
-msgstr "Garanti Utgångsdatum"
+msgstr "Garanti Utgång Datum"
 
 #. Label of the warranty_period (Int) field in DocType 'Serial No'
 #: erpnext/stock/doctype/serial_no/serial_no.json
@@ -61926,7 +61926,7 @@ msgstr "Du har inte utfört några avstämningar i denna sessionen ännu."
 
 #: erpnext/stock/doctype/item/item.py:1170
 msgid "You have to enable auto re-order in Stock Settings to maintain re-order levels."
-msgstr "Du måste aktivera automatisk ombeställning i lager inställningar för att behålla ombeställning nivåer."
+msgstr "Du måste aktivera automatisk återbeställning i Lager Inställningar för att behålla återbeställning nivåer."
 
 #: erpnext/selling/page/point_of_sale/pos_controller.js:272
 msgid "You have unsaved changes. Do you want to save the invoice?"
@@ -62020,7 +62020,7 @@ msgstr "Zip Fil"
 
 #: erpnext/stock/reorder_item.py:364
 msgid "[Important] [ERPNext] Auto Reorder Errors"
-msgstr "[Viktigt] [System] Automatisk Ombeställning Fel"
+msgstr "[Viktigt] [System] Automatisk Återbeställning Fel"
 
 #: erpnext/controllers/status_updater.py:306
 msgid "`Allow Negative rates for Items`"

erpnext/manufacturing/doctype/bom/test_bom.py

@@ -881,8 +881,13 @@ def reset_item_valuation_rate(item_code, warehouse_list=None, qty=None, rate=Non
 		warehouse_list = [warehouse_list]
 
 	if not warehouse_list:
+		# Reconcile every warehouse the item has a non-zero balance in -- including
+		# negative balances left by other tests. `get_valuation_rate` averages
+		# Sum(stock_value)/Sum(actual_qty) across all bins, so a leftover negative
+		# balance in one warehouse can cancel the reset qty elsewhere and make the
+		# average collapse to 0, which is a source of flaky BOM-cost failures.
 		warehouse_list = frappe.get_all(
-			"Bin", filters={"item_code": item_code, "actual_qty": [">", 0]}, pluck="warehouse"
+			"Bin", filters={"item_code": item_code, "actual_qty": ["!=", 0]}, pluck="warehouse"
 		)
 
 		if not warehouse_list:

erpnext/manufacturing/doctype/production_plan/test_production_plan.py

@@ -2322,6 +2322,145 @@ class TestProductionPlan(ERPNextTestSuite):
 		self.assertEqual(len(reserved_entries), 0)
 		frappe.db.set_single_value("Stock Settings", "enable_stock_reservation", 0)
 
+	def test_no_stock_reservation_via_purchase_receipt_when_reserve_stock_disabled(self):
+		from erpnext.buying.doctype.purchase_order.mapper import make_purchase_receipt
+		from erpnext.manufacturing.doctype.bom.test_bom import create_nested_bom
+		from erpnext.stock.doctype.material_request.mapper import make_purchase_order
+
+		frappe.db.set_single_value("Stock Settings", "enable_stock_reservation", 1)
+		frappe.db.set_single_value("Stock Settings", "auto_reserve_stock", 0)
+
+		bom_tree = {"FG For SR No Auto Reserve": {"RM For SR No Auto Reserve": {}}}
+		parent_bom = create_nested_bom(bom_tree, prefix="")
+
+		warehouse = "_Test Warehouse - _TC"
+
+		# reserve_stock is deliberately left unset (defaults to 0): this is what happens when
+		# "Auto Reserve Stock" is off and nobody ticks "Reserve Stock" on the Production Plan by hand.
+		plan = create_production_plan(
+			item_code=parent_bom.item,
+			planned_qty=5,
+			ignore_existing_ordered_qty=1,
+			do_not_submit=1,
+			warehouse=warehouse,
+			for_warehouse=warehouse,
+		)
+		plan.get_sub_assembly_items()
+		plan.set("mr_items", [])
+		for d in get_items_for_material_requests(plan.as_dict()):
+			plan.append("mr_items", d)
+		plan.save()
+
+		self.assertEqual(plan.reserve_stock, 0)
+		plan.submit()
+
+		plan.submit_material_request = 1
+		plan.make_material_request()
+
+		material_requests = frappe.get_all(
+			"Material Request", filters={"production_plan": plan.name}, pluck="name"
+		)
+		self.assertGreater(len(material_requests), 0)
+
+		for mr_name in list(set(material_requests)):
+			po = make_purchase_order(mr_name)
+			po.supplier = "_Test Supplier"
+			po.submit()
+
+			pr = make_purchase_receipt(po.name)
+			pr.submit()
+
+		sre = StockReservation(plan)
+		reserved_entries = sre.get_reserved_entries("Production Plan", plan.name)
+		self.assertEqual(len(reserved_entries), 0)
+
+		frappe.db.set_single_value("Stock Settings", "enable_stock_reservation", 0)
+
+	def test_stock_reservation_ignores_production_plans_with_reserve_stock_off_on_shared_purchase_order(self):
+		from erpnext.buying.doctype.purchase_order.mapper import make_purchase_receipt
+		from erpnext.manufacturing.doctype.bom.test_bom import create_nested_bom
+
+		frappe.db.set_single_value("Stock Settings", "enable_stock_reservation", 1)
+		frappe.db.set_single_value("Stock Settings", "auto_reserve_stock", 0)
+
+		warehouse = "_Test Warehouse - _TC"
+
+		bom_reserve = create_nested_bom({"FG SR Mixed Reserve": {"RM SR Mixed Reserve": {}}}, prefix="")
+		bom_skip = create_nested_bom({"FG SR Mixed Skip": {"RM SR Mixed Skip": {}}}, prefix="")
+
+		def make_submitted_plan(item_code, reserve_stock):
+			plan = create_production_plan(
+				item_code=item_code,
+				planned_qty=5,
+				ignore_existing_ordered_qty=1,
+				do_not_submit=1,
+				warehouse=warehouse,
+				for_warehouse=warehouse,
+				reserve_stock=reserve_stock,
+			)
+			plan.get_sub_assembly_items()
+			plan.set("mr_items", [])
+			for d in get_items_for_material_requests(plan.as_dict()):
+				plan.append("mr_items", d)
+			plan.save()
+			plan.submit()
+			plan.submit_material_request = 1
+			plan.make_material_request()
+			return plan
+
+		plan_reserve = make_submitted_plan(bom_reserve.item, reserve_stock=1)
+		plan_skip = make_submitted_plan(bom_skip.item, reserve_stock=0)
+
+		self.assertEqual(plan_reserve.reserve_stock, 1)
+		self.assertEqual(plan_skip.reserve_stock, 0)
+
+		mr_reserve = frappe.get_all(
+			"Material Request", filters={"production_plan": plan_reserve.name}, pluck="name"
+		)[0]
+		mr_skip = frappe.get_all(
+			"Material Request", filters={"production_plan": plan_skip.name}, pluck="name"
+		)[0]
+
+		# One Purchase Order pulling rows from both Material Requests, so the Purchase Receipt made
+		# from it has both a reservable and a non-reservable Production Plan reference in `doc.items`.
+		po = frappe.new_doc("Purchase Order")
+		po.supplier = "_Test Supplier"
+		po.company = plan_reserve.company
+		po.schedule_date = nowdate()
+
+		for mr_name in (mr_reserve, mr_skip):
+			mr = frappe.get_doc("Material Request", mr_name)
+			for item in mr.items:
+				po.append(
+					"items",
+					{
+						"item_code": item.item_code,
+						"qty": item.qty,
+						"rate": 100,
+						"schedule_date": nowdate(),
+						"warehouse": warehouse,
+						"material_request": mr.name,
+						"material_request_item": item.name,
+					},
+				)
+
+		po.submit()
+
+		pr = make_purchase_receipt(po.name)
+		pr.submit()
+
+		reserved_for_plan_reserve = StockReservation(plan_reserve).get_reserved_entries(
+			"Production Plan", plan_reserve.name
+		)
+		reserved_for_plan_skip = StockReservation(plan_skip).get_reserved_entries(
+			"Production Plan", plan_skip.name
+		)
+
+		self.assertGreater(len(reserved_for_plan_reserve), 0)
+		self.assertEqual(len(reserved_for_plan_skip), 0)
+
+		frappe.db.set_single_value("Stock Settings", "enable_stock_reservation", 0)
+
 	def test_stock_reservation_restored_on_work_order_cancel(self):
 		# Spec #5 (cancellation path): when a Work Order created from a Production Plan is cancelled,
 		# the reservation that was transferred PP -> WO must flow back to the still-open Production

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

@@ -132,7 +132,9 @@ class StatusService:
 
 		status = (
 			"In Process"
-			if flt(self.doc.material_transferred_for_manufacturing) > 0 or self.doc.skip_transfer
+			if flt(self.doc.material_transferred_for_manufacturing) > 0
+			or self.doc.skip_transfer
+			or self._has_transferred_material()
 			else "Not Started"
 		)
 		precision = frappe.get_precision("Work Order", "produced_qty")
@@ -141,6 +143,26 @@ class StatusService:
 			status = "Completed"
 		return status
 
+	def _has_transferred_material(self):
+		"""True if any raw material was transferred against this work order via a pick list
+		(these leave material_transferred_for_manufacturing at 0 via the min-fraction rule)."""
+		ste = frappe.qb.DocType("Stock Entry")
+		ste_child = frappe.qb.DocType("Stock Entry Detail")
+		qty = (
+			frappe.qb.from_(ste)
+			.inner_join(ste_child)
+			.on(ste_child.parent == ste.name)
+			.select(Sum(ste_child.transfer_qty))
+			.where(
+				(ste.work_order == self.doc.name)
+				& (ste.docstatus == 1)
+				& (ste.purpose == "Material Transfer for Manufacture")
+				& (ste.is_return == 0)
+				& (ste.pick_list.isnotnull())
+			)
+		).run()[0][0]
+		return flt(qty) > 0
+
 	def _is_partial_skip_transfer(self):
 		return bool(
 			self.doc.skip_transfer

erpnext/manufacturing/doctype/work_order/test_work_order.py

@@ -1528,6 +1528,38 @@ class TestWorkOrder(ERPNextTestSuite):
 		work_order.reload()
 		self.assertEqual(work_order.material_transferred_for_manufacturing, 2.0)
 
+	def test_status_in_process_when_only_one_required_item_transferred(self):
+		"""Stock Entry created from a Pick List that picked only one of the required items:
+		min-fraction keeps material_transferred_for_manufacturing at 0, but the work order must
+		still move to In Process because material is already in WIP."""
+		from erpnext.manufacturing.doctype.work_order.mapper import create_pick_list
+		from erpnext.stock.doctype.pick_list.mapper import create_stock_entry
+
+		work_order = make_wo_order_test_record(
+			planned_start_date=now(), qty=2, source_warehouse="Stores - _TC"
+		)
+		test_stock_entry.make_stock_entry(
+			item_code="_Test Item", target="Stores - _TC", qty=10, basic_rate=5000.0
+		)
+		test_stock_entry.make_stock_entry(
+			item_code="_Test Item Home Desktop 100", target="Stores - _TC", qty=10, basic_rate=1000.0
+		)
+
+		pick_list = create_pick_list(work_order.name, for_qty=work_order.qty)
+		# pick only _Test Item; the other required item is left out of this pick list
+		pick_list.pick_manually = 1
+		pick_list.locations = [loc for loc in pick_list.locations if loc.item_code == "_Test Item"]
+		pick_list.save()
+		pick_list.submit()
+
+		stock_entry = frappe.get_doc(create_stock_entry(pick_list.as_dict()))
+		self.assertEqual(stock_entry.fg_completed_qty, 0.0)
+		stock_entry.submit()
+
+		work_order.reload()
+		self.assertEqual(work_order.material_transferred_for_manufacturing, 0.0)
+		self.assertEqual(work_order.status, "In Process")
+
 	def test_backflushed_batch_raw_materials_based_on_transferred(self):
 		frappe.db.set_single_value(
 			"Manufacturing Settings",

erpnext/manufacturing/report/bom_explorer/test_bom_explorer.py

@@ -0,0 +1,80 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.manufacturing.doctype.bom.test_bom import create_nested_bom
+from erpnext.manufacturing.report.bom_explorer.bom_explorer import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestBOMExplorer(ERPNextTestSuite):
+	def setUp(self):
+		# the tests look up `_Test FG Item`'s BOM, which comes from the BOM fixtures;
+		# load them so the file also passes when run in isolation
+		self.load_test_records("BOM")
+
+	def run_report(self, bom):
+		filters = frappe._dict({"bom": bom})
+		return execute(filters)[1]
+
+	def top_level_rows_by_item(self, data):
+		# key only the direct (indent 0) components, so an item that also appears in a
+		# deeper sub-assembly can't overwrite the top-level row we assert against
+		return {row["item_code"]: row for row in data if row["indent"] == 0}
+
+	def test_default_bom_lists_components_at_top_level(self):
+		bom = frappe.db.get_value("BOM", {"item": "_Test FG Item", "is_active": 1, "is_default": 1})
+		self.assertIsNotNone(bom, "Default active BOM for _Test FG Item not found")
+
+		data = self.run_report(bom)
+		rows_by_item = self.top_level_rows_by_item(data)
+
+		self.assertIn("_Test Item", rows_by_item)
+		self.assertIn("_Test Item Home Desktop 100", rows_by_item)
+
+		for item_code in ("_Test Item", "_Test Item Home Desktop 100"):
+			row = rows_by_item[item_code]
+			self.assertEqual(row["indent"], 0)
+			self.assertEqual(row["bom_level"], 0)
+
+	def test_qty_matches_bom_item_qty(self):
+		bom = frappe.db.get_value("BOM", {"item": "_Test FG Item", "is_active": 1, "is_default": 1})
+		data = self.run_report(bom)
+		rows_by_item = self.top_level_rows_by_item(data)
+
+		for bom_item in frappe.get_all(
+			"BOM Item", filters={"parent": bom}, fields=["item_code", "qty", "uom"]
+		):
+			row = rows_by_item[bom_item.item_code]
+			self.assertEqual(row["qty"], bom_item.qty)
+			self.assertEqual(row["uom"], bom_item.uom)
+
+	def test_nested_bom_shows_deeper_level(self):
+		# Sub-assembly: "sub" is itself a BOM containing "leaf".
+		parent_bom = create_nested_bom(
+			{"parent": {"sub": {"leaf": {}}, "flat": {}}},
+			prefix="_Test explorer ",
+		)
+
+		data = self.run_report(parent_bom.name)
+		rows_by_item = {row["item_code"]: row for row in data}
+
+		sub_item = "_Test explorer sub"
+		leaf_item = "_Test explorer leaf"
+		flat_item = "_Test explorer flat"
+
+		self.assertIn(sub_item, rows_by_item)
+		self.assertIn(flat_item, rows_by_item)
+		self.assertIn(leaf_item, rows_by_item)
+
+		# Direct components of the parent sit at level 0.
+		self.assertEqual(rows_by_item[flat_item]["indent"], 0)
+		self.assertEqual(rows_by_item[sub_item]["indent"], 0)
+
+		# The sub-assembly row carries its own BOM reference.
+		self.assertTrue(rows_by_item[sub_item]["bom"])
+
+		# The leaf belongs to the sub-assembly, so it is exploded one level deeper.
+		self.assertEqual(rows_by_item[leaf_item]["indent"], 1)
+		self.assertEqual(rows_by_item[leaf_item]["bom_level"], 1)

erpnext/manufacturing/report/bom_operations_time/test_bom_operations_time.py

@@ -9,77 +9,93 @@ from erpnext.tests.utils import ERPNextTestSuite
 
 OPERATION = "_Test BOM Ops Time Operation"
 WORKSTATION = "_Test BOM Ops Time Workstation"
+OTHER_OPERATION = "_Test BOM Ops Time Operation 2"
+OTHER_WORKSTATION = "_Test BOM Ops Time Workstation 2"
 TIME_IN_MINS = 45
 
 
 class TestBOMOperationsTime(ERPNextTestSuite):
 	def setUp(self):
-		ensure_workstation_and_operation()
+		ensure_workstation_and_operation(WORKSTATION, 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)
+		self.bom = build_bom_with_operation(self.fg_item, self.rm_item, OPERATION, WORKSTATION)
 
-	def run_report(self, **extra):
-		filters = frappe._dict({"bom_id": [self.bom.name]})
-		filters.update(extra)
-		return execute(filters)[1]
+	def run_report(self, **filters):
+		return execute(frappe._dict(filters))[1]
+
+	def bom_names(self, rows):
+		return {row.name for row in rows}
+
+	def build_other_bom(self):
+		"""A submitted BOM for a different item, built on a different workstation."""
+		ensure_workstation_and_operation(OTHER_WORKSTATION, OTHER_OPERATION)
+		other_fg = make_item(properties={"is_stock_item": 1}).name
+		return build_bom_with_operation(other_fg, self.rm_item, OTHER_OPERATION, OTHER_WORKSTATION)
 
 	def test_operation_row_appears_with_expected_values(self):
-		rows = self.run_report()
+		rows = self.run_report(bom_id=[self.bom.name])
 
-		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(len(rows), 1)
+		row = rows[0]
+		self.assertEqual(row.name, self.bom.name)
 		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)
+	def test_item_code_filter_includes_matching_and_excludes_other(self):
+		other_bom = self.build_other_bom()
 
-		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})
+		# no bom_id here, so the item_code filter alone must scope the result
+		names = self.bom_names(self.run_report(item_code=self.fg_item))
+		self.assertIn(self.bom.name, names)
+		self.assertNotIn(other_bom.name, names)
 
-	def test_workstation_filter(self):
-		matching = self.run_report(workstation=WORKSTATION)
-		self.assertIn(self.bom.name, {row.name for row in matching})
+		# reverse direction: filtering the other item drops our BOM
+		other_names = self.bom_names(self.run_report(item_code=other_bom.item))
+		self.assertIn(other_bom.name, other_names)
+		self.assertNotIn(self.bom.name, other_names)
 
-		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_workstation_filter_includes_matching_and_excludes_other(self):
+		other_bom = self.build_other_bom()
+
+		# no bom_id here, so the workstation filter alone must scope the result
+		names = self.bom_names(self.run_report(workstation=WORKSTATION))
+		self.assertIn(self.bom.name, names)
+		self.assertNotIn(other_bom.name, names)
+
+		# reverse direction: filtering the other workstation drops our BOM
+		other_names = self.bom_names(self.run_report(workstation=OTHER_WORKSTATION))
+		self.assertIn(other_bom.name, other_names)
+		self.assertNotIn(self.bom.name, other_names)
 
 	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
+			make_item(properties={"is_stock_item": 1}).name,
+			self.rm_item,
+			OPERATION,
+			WORKSTATION,
+			do_not_submit=True,
 		)
 
-		rows = execute(frappe._dict({"bom_id": [draft_bom.name]}))[1]
+		rows = self.run_report(bom_id=[draft_bom.name])
 		self.assertEqual(rows, [])
 
 
-def ensure_workstation_and_operation():
-	if not frappe.db.exists("Workstation", WORKSTATION):
-		frappe.get_doc({"doctype": "Workstation", "workstation_name": WORKSTATION}).insert(
+def ensure_workstation_and_operation(workstation, 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(
+	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):
+def build_bom_with_operation(fg_item, rm_item, operation, workstation, do_not_submit=False):
 	bom = make_bom(
 		item=fg_item,
 		raw_materials=[rm_item],
@@ -89,8 +105,8 @@ def build_bom_with_operation(fg_item, rm_item, do_not_submit=False):
 	bom.append(
 		"operations",
 		{
-			"operation": OPERATION,
-			"workstation": WORKSTATION,
+			"operation": operation,
+			"workstation": workstation,
 			"time_in_mins": TIME_IN_MINS,
 			"hour_rate": 100,
 		},

erpnext/manufacturing/report/bom_variance_report/test_bom_variance_report.py

@@ -0,0 +1,110 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+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.bom_variance_report.bom_variance_report import execute
+from erpnext.stock.doctype.stock_entry import test_stock_entry
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestBOMVarianceReport(ERPNextTestSuite):
+	def setUp(self):
+		self.production_item = "_Test FG Item"
+		self.warehouse = "_Test Warehouse - _TC"
+		self.bom_no = frappe.db.get_value(
+			"BOM", {"item": self.production_item, "is_active": 1, "is_default": 1}
+		)
+		self.raw_materials = self.get_bom_raw_materials()
+
+		# allow over-production so a Work Order can produce more than planned; ERPNextTestSuite
+		# rolls this back at tearDown, so no manual restore is needed
+		frappe.db.set_single_value("Manufacturing Settings", "overproduction_percentage_for_work_order", 100)
+
+	def get_bom_raw_materials(self):
+		return {
+			row.item_code: row.qty
+			for row in frappe.get_all(
+				"BOM Item", filters={"parent": self.bom_no}, fields=["item_code", "qty"]
+			)
+		}
+
+	def create_over_produced_work_order(self, ordered_qty=2, produced_qty=3):
+		work_order = make_wo_order_test_record(
+			item=self.production_item,
+			qty=ordered_qty,
+			source_warehouse=self.warehouse,
+			skip_transfer=1,
+		)
+
+		for item_code in self.raw_materials:
+			test_stock_entry.make_stock_entry(
+				item_code=item_code, target=self.warehouse, qty=100, basic_rate=100
+			)
+
+		stock_entry = frappe.get_doc(make_stock_entry(work_order.name, "Manufacture", produced_qty))
+		stock_entry.submit()
+
+		work_order.reload()
+		self.assertEqual(work_order.produced_qty, produced_qty)
+		return work_order
+
+	def run_report(self, **extra):
+		filters = frappe._dict({"bom_no": self.bom_no, **extra})
+		return execute(filters)[1]
+
+	def test_over_produced_work_order_appears_with_planned_and_actual(self):
+		work_order = self.create_over_produced_work_order(ordered_qty=2, produced_qty=3)
+
+		data = self.run_report(work_order=work_order.name)
+
+		summary_rows = [row for row in data if row.get("work_order") == work_order.name]
+		self.assertEqual(len(summary_rows), 1)
+
+		summary = summary_rows[0]
+		self.assertEqual(summary.get("production_item"), self.production_item)
+		self.assertEqual(summary.get("bom_no"), self.bom_no)
+		self.assertEqual(summary.get("qty"), 2)
+		self.assertEqual(summary.get("produced_qty"), 3)
+
+		raw_material_rows = {
+			row.get("raw_material_code"): row for row in data if row.get("raw_material_code")
+		}
+		for item_code, per_unit_qty in self.raw_materials.items():
+			self.assertIn(item_code, raw_material_rows)
+			# planned/required qty scales with the ordered qty on the work order
+			self.assertEqual(raw_material_rows[item_code].get("required_qty"), per_unit_qty * 2)
+
+	def test_bom_no_filter_returns_over_produced_orders(self):
+		work_order = self.create_over_produced_work_order(ordered_qty=2, produced_qty=3)
+
+		data = self.run_report()
+
+		matched = [row for row in data if row.get("work_order") == work_order.name]
+		self.assertEqual(len(matched), 1)
+		self.assertEqual(matched[0].get("bom_no"), self.bom_no)
+
+	def test_unstarted_work_order_is_excluded(self):
+		work_order = make_wo_order_test_record(
+			item=self.production_item,
+			qty=2,
+			source_warehouse=self.warehouse,
+			skip_transfer=1,
+		)
+
+		data = self.run_report(work_order=work_order.name)
+
+		matched = [row for row in data if row.get("work_order") == work_order.name]
+		self.assertEqual(matched, [])
+
+	def test_work_order_produced_exactly_on_plan_is_excluded(self):
+		# the canonical no-variance case: produced qty equals the planned qty, so the
+		# report (which lists only over-produced orders) must not include it
+		work_order = self.create_over_produced_work_order(ordered_qty=2, produced_qty=2)
+
+		data = self.run_report(work_order=work_order.name)
+
+		matched = [row for row in data if row.get("work_order") == work_order.name]
+		self.assertEqual(matched, [])

erpnext/manufacturing/report/cost_of_poor_quality_report/cost_of_poor_quality_report.py

@@ -120,6 +120,12 @@ def get_columns(filters):
 			"options": "Workstation",
 			"width": "100",
 		},
+		{
+			"label": _("Hour Rate"),
+			"fieldtype": "Currency",
+			"fieldname": "hour_rate",
+			"width": "120",
+		},
 		{
 			"label": _("Operating Cost"),
 			"fieldtype": "Currency",

erpnext/manufacturing/report/cost_of_poor_quality_report/test_cost_of_poor_quality_report.py

@@ -0,0 +1,130 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils.data import add_to_date, now
+
+from erpnext.manufacturing.doctype.job_card.mapper import make_corrective_job_card
+from erpnext.manufacturing.doctype.work_order.test_work_order import make_wo_order_test_record
+from erpnext.manufacturing.report.cost_of_poor_quality_report.cost_of_poor_quality_report import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestCostOfPoorQualityReport(ERPNextTestSuite):
+	"""A Job Card appears in this report only when it is submitted (docstatus == 1) and flagged
+	as a corrective job card (is_corrective_job_card == 1). Such a card is created against a
+	corrective Operation (is_corrective_operation == 1); without any corrective operation the
+	report returns no rows at all."""
+
+	def setUp(self):
+		self.load_test_records("BOM")
+
+	def create_corrective_job_card(self, hour_rate=100):
+		"""Produce a submitted corrective Job Card and return (corrective_jc, operation, workstation)."""
+		work_order = make_wo_order_test_record(item="_Test FG Item 2", qty=2)
+
+		job_card = frappe.get_last_doc("Job Card", {"work_order": work_order.name})
+		job_card.append(
+			"time_logs",
+			{"from_time": now(), "to_time": add_to_date(now(), hours=1), "completed_qty": 2},
+		)
+		job_card.submit()
+
+		corrective_operation = frappe.get_doc(
+			doctype="Operation", is_corrective_operation=1, name=frappe.generate_hash()
+		).insert()
+
+		corrective_job_card = make_corrective_job_card(
+			job_card.name, operation=corrective_operation.name, for_operation=job_card.operation
+		)
+		corrective_job_card.hour_rate = hour_rate
+		corrective_job_card.insert()
+		corrective_job_card.append(
+			"time_logs",
+			{
+				"from_time": add_to_date(now(), hours=2),
+				"to_time": add_to_date(now(), hours=2, minutes=30),
+				"completed_qty": 2,
+			},
+		)
+		corrective_job_card.submit()
+
+		return corrective_job_card, corrective_operation.name, corrective_job_card.workstation
+
+	def run_report(self, **filters):
+		return execute(frappe._dict(filters))[1]
+
+	def test_corrective_job_card_is_listed_with_expected_fields(self):
+		corrective_jc, operation, workstation = self.create_corrective_job_card(hour_rate=100)
+
+		rows = self.run_report(company="_Test Company")
+		row = next((r for r in rows if r["name"] == corrective_jc.name), None)
+
+		self.assertIsNotNone(row, "Submitted corrective job card must appear in the report")
+		self.assertEqual(row["work_order"], corrective_jc.work_order)
+		self.assertEqual(row["operation"], operation)
+		self.assertEqual(row["workstation"], workstation)
+		self.assertEqual(row["item_code"], corrective_jc.production_item)
+		self.assertEqual(row["hour_rate"], 100)
+		self.assertEqual(row["total_time_in_mins"], corrective_jc.total_time_in_mins)
+		# operating_cost = hour_rate * total_time_in_mins / 60 (SQL float -> compare approximately)
+		self.assertAlmostEqual(row["operating_cost"], 100 * corrective_jc.total_time_in_mins / 60.0, places=6)
+
+	def test_non_corrective_job_card_is_excluded(self):
+		corrective_jc, _operation, _workstation = self.create_corrective_job_card()
+
+		# The regular (non-corrective) job card the corrective one was raised against must not appear.
+		regular_jc = corrective_jc.for_job_card
+		rows = self.run_report(company="_Test Company")
+		self.assertNotIn(regular_jc, {r["name"] for r in rows})
+
+	def test_operation_filter_scopes_rows(self):
+		corrective_jc, operation, _workstation = self.create_corrective_job_card()
+
+		matching = self.run_report(company="_Test Company", operation=operation)
+		self.assertIn(corrective_jc.name, {r["name"] for r in matching})
+
+		other_operation = frappe.get_doc(
+			doctype="Operation", is_corrective_operation=1, name=frappe.generate_hash()
+		).insert()
+		filtered = self.run_report(company="_Test Company", operation=other_operation.name)
+		self.assertNotIn(corrective_jc.name, {r["name"] for r in filtered})
+
+	def test_workstation_filter_scopes_rows(self):
+		corrective_jc, _operation, workstation = self.create_corrective_job_card()
+
+		matching = self.run_report(company="_Test Company", workstation=workstation)
+		self.assertIn(corrective_jc.name, {r["name"] for r in matching})
+
+		filtered = self.run_report(company="_Test Company", workstation="__non_existent_ws__")
+		self.assertNotIn(corrective_jc.name, {r["name"] for r in filtered})
+
+	def test_work_order_and_name_filters_scope_rows(self):
+		corrective_jc, _operation, _workstation = self.create_corrective_job_card()
+
+		by_work_order = self.run_report(company="_Test Company", work_order=corrective_jc.work_order)
+		self.assertIn(corrective_jc.name, {r["name"] for r in by_work_order})
+
+		by_name = self.run_report(company="_Test Company", name=corrective_jc.name)
+		self.assertEqual({r["name"] for r in by_name}, {corrective_jc.name})
+
+	def test_date_filter_scopes_rows(self):
+		corrective_jc, _operation, _workstation = self.create_corrective_job_card()
+
+		# Time logs sit ~2 hours from now; a window covering today includes the card.
+		within = self.run_report(
+			company="_Test Company",
+			work_order=corrective_jc.work_order,
+			from_date=add_to_date(now(), days=-1),
+			to_date=add_to_date(now(), days=1),
+		)
+		self.assertIn(corrective_jc.name, {r["name"] for r in within})
+
+		# A future-only window excludes it, proving the Job Card Time Log join filters by time.
+		outside = self.run_report(
+			company="_Test Company",
+			work_order=corrective_jc.work_order,
+			from_date=add_to_date(now(), days=5),
+			to_date=add_to_date(now(), days=6),
+		)
+		self.assertNotIn(corrective_jc.name, {r["name"] for r in outside})

erpnext/manufacturing/report/exponential_smoothing_forecasting/test_exponential_smoothing_forecasting.py

@@ -0,0 +1,101 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import flt
+
+from erpnext.manufacturing.report.exponential_smoothing_forecasting.exponential_smoothing_forecasting import (
+	execute,
+)
+from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
+from erpnext.stock.doctype.item.test_item import make_item
+from erpnext.tests.utils import ERPNextTestSuite
+
+FROM_DATE = "2026-06-01"
+TO_DATE = "2026-08-31"
+SMOOTHING_CONSTANT = 0.5
+
+
+class TestExponentialSmoothingForecasting(ERPNextTestSuite):
+	"""Drive real submitted Sales Orders and assert the report buckets the ordered
+	quantities into the correct historical periods and produces a forecast."""
+
+	def setUp(self):
+		# The forecast query has no lower date bound, so it would pick up any committed
+		# Sales Order for the item. A uniquely-named item keeps the buckets scoped to
+		# just this test's orders.
+		self.item = make_item(properties={"is_stock_item": 1}).name
+
+	def test_monthly_qty_forecast_from_sales_orders(self):
+		# Historical demand: distinct calendar months strictly before FROM_DATE.
+		# Monthly period keys are derived from the period's last day (e.g. "mar_2026").
+		history = {"mar_2026": 7, "apr_2026": 4, "may_2026": 9}
+		self.create_sales_orders(
+			{
+				"2026-03-15": history["mar_2026"],
+				"2026-04-15": history["apr_2026"],
+				"2026-05-15": history["may_2026"],
+			}
+		)
+
+		columns, row = self.run_report()
+		fields = {col["fieldname"] for col in columns}
+
+		# For Monthly periodicity only future periods are exposed as columns, each as a
+		# forecast_ field. Historical demand lives in the row data (keyed by month) but is
+		# not surfaced as its own column.
+		self.assertIn("forecast_jun_2026", fields, "expected future forecast column")
+		self.assertNotIn("jun_2026", fields, "future period must not expose raw demand column")
+		self.assertNotIn("mar_2026", fields, "historical month is not a Monthly report column")
+
+		# Historical buckets must exactly reflect the ordered quantities.
+		for key, qty in history.items():
+			self.assertEqual(flt(row.get(key)), flt(qty), f"bucket {key} mismatch")
+
+		# The forecast seeds at the average of the non-zero historical months and then
+		# smooths through them in order: F = F + a*(actual - F). Asserting the exact
+		# analytical value pins the smoothing formula (Jun 2026 works out to ~7.2083).
+		expected_avg = sum(history.values()) / len(history)
+		self.assertAlmostEqual(flt(row.get("avg")), expected_avg, places=6)
+
+		forecast = expected_avg
+		for month in ("mar_2026", "apr_2026", "may_2026"):
+			forecast = forecast + SMOOTHING_CONSTANT * (history[month] - forecast)
+		self.assertAlmostEqual(flt(row.get("forecast_jun_2026")), forecast, places=6)
+
+	def test_ignores_documents_outside_range_and_other_docstatus(self):
+		self.create_sales_orders({"2026-05-10": 6})
+		# A draft SO and a future-dated SO must not contribute to historical demand.
+		make_sales_order(item_code=self.item, qty=100, transaction_date="2026-05-20", do_not_submit=True)
+		make_sales_order(item_code=self.item, qty=100, transaction_date=FROM_DATE)
+
+		_columns, row = self.run_report()
+		self.assertEqual(flt(row.get("may_2026")), 6.0)
+
+	def create_sales_orders(self, date_to_qty):
+		for transaction_date, qty in date_to_qty.items():
+			make_sales_order(item_code=self.item, qty=qty, transaction_date=transaction_date)
+
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"based_on_document": "Sales Order",
+				"based_on_field": "Qty",
+				"no_of_years": 3,
+				"periodicity": "Monthly",
+				"from_date": FROM_DATE,
+				"to_date": TO_DATE,
+				"smoothing_constant": SMOOTHING_CONSTANT,
+				"item_code": self.item,
+			}
+		)
+		filters.update(extra)
+
+		columns, data = execute(filters)[:2]
+		item_row = next(
+			(r for r in data if r.get("item_code") == self.item),
+			None,
+		)
+		self.assertIsNotNone(item_row, f"{self.item} row missing from report output")
+		return columns, item_row

erpnext/manufacturing/report/job_card_summary/test_job_card_summary.py

@@ -0,0 +1,87 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+
+import frappe
+from frappe.utils import add_days, today
+
+from erpnext.manufacturing.doctype.work_order.test_work_order import make_wo_order_test_record
+from erpnext.manufacturing.report.job_card_summary.job_card_summary import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestJobCardSummary(ERPNextTestSuite):
+	def setUp(self):
+		# `_Test FG Item 2` has a default active BOM with operations, so submitting a
+		# Work Order for it auto-creates Job Cards (one per operation).
+		self.work_order = make_wo_order_test_record(item="_Test FG Item 2", qty=2)
+		self.job_cards = frappe.get_all(
+			"Job Card",
+			filters={"work_order": self.work_order.name},
+			fields=["name", "operation", "workstation", "production_item", "status"],
+		)
+
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"from_date": add_days(today(), -1),
+				"to_date": add_days(today(), 1),
+			}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def rows_for_work_order(self, rows):
+		return [row for row in rows if row.get("work_order") == self.work_order.name]
+
+	def test_job_cards_are_listed(self):
+		self.assertTrue(self.job_cards, "Work Order did not produce any Job Cards")
+
+		rows = self.rows_for_work_order(self.run_report())
+		self.assertEqual(len(rows), len(self.job_cards))
+
+		reported_names = {row.get("name") for row in rows}
+		self.assertEqual(reported_names, {jc.name for jc in self.job_cards})
+
+		# Fresh (unsubmitted) job cards are reported as Open, and each row carries the
+		# operation / workstation / production item pulled from the Job Card.
+		for jc in self.job_cards:
+			row = next(row for row in rows if row.get("name") == jc.name)
+			self.assertEqual(row.get("status"), "Open")
+			self.assertEqual(row.get("operation"), jc.operation)
+			self.assertEqual(row.get("workstation"), jc.workstation)
+			self.assertEqual(row.get("production_item"), jc.production_item)
+
+	def test_operation_filter_scopes_rows(self):
+		self.assertTrue(self.job_cards, "Work Order did not produce any Job Cards")
+		operation = self.job_cards[0].operation
+		matching = {jc.name for jc in self.job_cards if jc.operation == operation}
+
+		rows = self.rows_for_work_order(self.run_report(operation=operation))
+		self.assertEqual({row.get("name") for row in rows}, matching)
+
+	def test_status_filter(self):
+		self.assertTrue(self.job_cards, "Work Order did not produce any Job Cards")
+
+		# The status filter matches the Job Card's *stored* status, so derive the
+		# expected set from that rather than assuming fresh cards are literally "Open".
+		stored_status = self.job_cards[0].status
+		expected = {jc.name for jc in self.job_cards if jc.status == stored_status}
+
+		rows = self.rows_for_work_order(self.run_report(status=stored_status))
+		self.assertEqual({row.get("name") for row in rows}, expected)
+		# any non-completed card is displayed as "Open" regardless of its stored status
+		for row in rows:
+			self.assertEqual(row.get("status"), "Open")
+
+		# None of the freshly created job cards are Completed yet.
+		completed_rows = self.rows_for_work_order(self.run_report(status="Completed"))
+		self.assertEqual(completed_rows, [])
+
+	def test_date_filter_excludes_out_of_range(self):
+		# Job Card posting_date defaults to today; a past-only window should exclude them.
+		rows = self.rows_for_work_order(
+			self.run_report(from_date=add_days(today(), -10), to_date=add_days(today(), -5))
+		)
+		self.assertEqual(rows, [])

erpnext/manufacturing/report/process_loss_report/process_loss_report.py

@@ -50,11 +50,11 @@ def get_data(filters: Filters) -> Data:
 		.groupby(se.work_order)
 	)
 
-	if "item" in filters:
-		query.where(wo.production_item == filters.item)
+	if filters.get("item"):
+		query = query.where(wo.production_item == filters.item)
 
-	if "work_order" in filters:
-		query.where(wo.name == filters.work_order)
+	if filters.get("work_order"):
+		query = query.where(wo.name == filters.work_order)
 
 	data = query.run(as_dict=True)
 

erpnext/manufacturing/report/process_loss_report/test_process_loss_report.py

@@ -73,7 +73,7 @@ class TestProcessLossReport(ERPNextTestSuite):
 		self.assertEqual(wo_order.process_loss_qty, 1)
 		self.assertEqual(wo_order.produced_qty, 4)
 
-		data = self.run_report(work_order=wo_order.name)
+		data = self.run_report()
 		row = self.find_row(data, wo_order.name)
 
 		self.assertIsNotNone(row, "Work order with process loss should appear in the report")
@@ -93,26 +93,22 @@ class TestProcessLossReport(ERPNextTestSuite):
 		self.assertEqual(wo_order.process_loss_qty, 0)
 		self.assertEqual(wo_order.produced_qty, 5)
 
-		data = self.run_report(work_order=wo_order.name)
+		data = self.run_report()
 		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`.
-		"""
+	def test_item_filter_scopes_rows(self):
 		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",
-		)
+		# a matching production item includes the row, a non-matching one excludes it
+		self.assertIsNotNone(self.find_row(self.run_report(item="_Test FG Item"), wo_order.name))
+		self.assertIsNone(self.find_row(self.run_report(item="_Test FG Item 2"), wo_order.name))
+
+	def test_work_order_filter_scopes_rows(self):
+		wo_order = self.make_manufactured_work_order(planned_qty=5, produced_qty=4)
+
+		# the matching work order is included, a different work order name is excluded
+		self.assertIsNotNone(self.find_row(self.run_report(work_order=wo_order.name), wo_order.name))
+		self.assertIsNone(self.find_row(self.run_report(work_order=f"{wo_order.name}-XX"), wo_order.name))

erpnext/manufacturing/report/production_analytics/production_analytics.py

@@ -4,7 +4,7 @@
 
 import frappe
 from frappe import _, scrub
-from frappe.utils import getdate, today
+from frappe.utils import get_datetime, getdate, today
 
 from erpnext.stock.report.stock_analytics.stock_analytics import (
 	get_period,
@@ -31,7 +31,9 @@ def get_columns(period_columns):
 
 def get_work_orders(filters):
 	from_date = filters.get("from_date")
-	to_date = filters.get("to_date")
+	# `creation` and `actual_end_date` are datetime columns, so a bare date upper
+	# bound would coerce to midnight and drop records created later on the last day.
+	to_date = get_datetime(filters.get("to_date")).replace(hour=23, minute=59, second=59)
 
 	WorkOrder = frappe.qb.DocType("Work Order")
 

erpnext/manufacturing/report/production_analytics/test_production_analytics.py

@@ -0,0 +1,66 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe import _
+from frappe.utils import get_first_day, get_last_day, today
+
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestProductionAnalytics(ERPNextTestSuite):
+	def run_report(self, **extra):
+		from erpnext.manufacturing.report.production_analytics.production_analytics import execute
+
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"from_date": get_first_day(today()),
+				"to_date": get_last_day(today()),
+				"range": "Monthly",
+			}
+		)
+		filters.update(extra)
+		columns, data, _msg, _chart = execute(filters)
+		return columns, data
+
+	def get_period_count(self, columns, data, status, period_label):
+		"""Return the count for a status row under the period column resolved by label."""
+		period_fieldname = next(col["fieldname"] for col in columns if col.get("label") == period_label)
+		# the report stores the translated status label, so translate before matching
+		row = next(row for row in data if row["status"] == _(status))
+		return row[period_fieldname]
+
+	def test_submitted_work_order_increments_status_count(self):
+		from erpnext.manufacturing.doctype.work_order.test_work_order import make_wo_order_test_record
+
+		# pin the reporting window once so both runs use the same period even if the
+		# test happens to straddle a month boundary
+		from_date, to_date = get_first_day(today()), get_last_day(today())
+
+		# The current month is the period a newly created Work Order falls into (bucketed by creation date).
+		cols_before, data_before = self.run_report(from_date=from_date, to_date=to_date)
+		period_label = cols_before[-1]["label"]
+		before = self.get_period_count(cols_before, data_before, "Not Started", period_label)
+
+		wo = make_wo_order_test_record(production_item="_Test FG Item", qty=10, company="_Test Company")
+		self.assertEqual(wo.docstatus, 1)
+		# A freshly submitted Work Order with no material transfer has status "Not Started".
+		self.assertEqual(wo.status, "Not Started")
+
+		cols_after, data_after = self.run_report(from_date=from_date, to_date=to_date)
+		after = self.get_period_count(cols_after, data_after, "Not Started", period_label)
+
+		self.assertEqual(after, before + 1)
+
+	def test_report_shape(self):
+		columns, data = self.run_report()
+
+		# First column is the Status column, followed by one column per period.
+		self.assertEqual(columns[0]["fieldname"], "status")
+		self.assertGreaterEqual(len(columns), 2)
+
+		# One row per known Work Order status.
+		statuses = {row["status"] for row in data}
+		for status in ("Not Started", "Overdue", "Pending", "Completed", "Closed", "Stopped"):
+			self.assertIn(_(status), statuses)

erpnext/manufacturing/report/production_plan_summary/production_plan_summary.py

@@ -42,7 +42,9 @@ def get_production_plan_item_details(filters, data, order_details):
 
 		order_qty = row.planned_qty
 		total_produced_qty = 0.0
-		pending_qty = 0.0
+		# default to the full planned qty so a plan without any work order still
+		# reports everything as pending rather than a misleading zero
+		pending_qty = flt(order_qty)
 		for work_order in work_orders:
 			produced_qty = flt(order_details.get((work_order, row.item_code), {}).get("produced_qty", 0))
 			pending_qty = flt(order_qty) - produced_qty

erpnext/manufacturing/report/production_plan_summary/test_production_plan_summary.py

@@ -0,0 +1,130 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.manufacturing.doctype.production_plan.test_production_plan import create_production_plan
+from erpnext.manufacturing.doctype.work_order.mapper import make_stock_entry as make_se_from_wo
+from erpnext.manufacturing.doctype.work_order.test_work_order import make_wo_order_test_record
+from erpnext.manufacturing.report.production_plan_summary.production_plan_summary import execute
+from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestProductionPlanSummary(ERPNextTestSuite):
+	def run_report(self, production_plan):
+		filters = frappe._dict({"production_plan": production_plan})
+		return execute(filters)[1]
+
+	def make_plan(self, planned_qty=2):
+		return create_production_plan(
+			item_code="_Test FG Item",
+			planned_qty=planned_qty,
+			skip_getting_mr_items=1,
+		)
+
+	def make_submitted_work_order(self, plan, qty):
+		wo = make_wo_order_test_record(
+			item_code="_Test FG Item",
+			qty=qty,
+			company=plan.company,
+			wip_warehouse="Work In Progress - _TC",
+			fg_warehouse="Finished Goods - _TC",
+			skip_transfer=1,
+			use_multi_level_bom=1,
+			do_not_submit=True,
+		)
+		wo.production_plan = plan.name
+		wo.production_plan_item = plan.po_items[0].name
+		wo.submit()
+		return wo
+
+	def stock_required_materials(self, wo):
+		# make sure every raw material is available in its source warehouse before manufacturing,
+		# otherwise a clean database raises NegativeStockError
+		for item in wo.required_items:
+			make_stock_entry(
+				item_code=item.item_code,
+				to_warehouse=item.source_warehouse or "_Test Warehouse - _TC",
+				qty=item.required_qty + 10,
+				rate=100,
+			)
+
+	def get_work_order_row(self, data, item_code):
+		for row in data:
+			if row.get("item_code") == item_code and row.get("document_type") == "Work Order":
+				return row
+		return None
+
+	def get_summary_row(self, data, item_code):
+		for row in data:
+			if row.get("item_code") == item_code and not row.get("document_type"):
+				return row
+		return None
+
+	def test_summary_without_work_order(self):
+		"""A submitted plan with no work order still yields a summary row for the planned item."""
+		plan = self.make_plan(planned_qty=2)
+
+		data = self.run_report(plan.name)
+		summary = self.get_summary_row(data, "_Test FG Item")
+
+		self.assertIsNotNone(summary)
+		self.assertEqual(summary.get("qty"), 2)
+		self.assertEqual(summary.get("produced_qty"), 0)
+		# nothing produced yet, so the whole planned qty is pending
+		self.assertEqual(summary.get("pending_qty"), 2)
+		self.assertIsNone(self.get_work_order_row(data, "_Test FG Item"))
+
+	def test_summary_with_pending_work_order(self):
+		"""An unproduced work order shows full planned qty as pending."""
+		plan = self.make_plan(planned_qty=2)
+		wo = self.make_submitted_work_order(plan, qty=2)
+
+		data = self.run_report(plan.name)
+		wo_row = self.get_work_order_row(data, "_Test FG Item")
+
+		self.assertIsNotNone(wo_row)
+		self.assertEqual(wo_row.get("document_name"), wo.name)
+		self.assertEqual(wo_row.get("qty"), 2)
+		self.assertEqual(wo_row.get("produced_qty"), 0)
+		self.assertEqual(wo_row.get("pending_qty"), 2)
+
+		summary = self.get_summary_row(data, "_Test FG Item")
+		self.assertEqual(summary.get("qty"), 2)
+		self.assertEqual(summary.get("produced_qty"), 0)
+
+	def test_summary_reflects_produced_qty(self):
+		"""Producing part of the work order updates produced and pending quantities."""
+		plan = self.make_plan(planned_qty=2)
+		wo = self.make_submitted_work_order(plan, qty=2)
+		self.stock_required_materials(wo)
+
+		se = frappe.get_doc(make_se_from_wo(wo.name, "Manufacture", 1))
+		se.submit()
+
+		data = self.run_report(plan.name)
+		wo_row = self.get_work_order_row(data, "_Test FG Item")
+
+		self.assertEqual(wo_row.get("document_name"), wo.name)
+		self.assertEqual(wo_row.get("produced_qty"), 1)
+		self.assertEqual(wo_row.get("pending_qty"), 1)
+
+		summary = self.get_summary_row(data, "_Test FG Item")
+		self.assertEqual(summary.get("qty"), 2)
+		self.assertEqual(summary.get("produced_qty"), 1)
+		self.assertEqual(summary.get("pending_qty"), 1)
+
+	def test_summary_scoped_to_its_own_plan(self):
+		"""Each plan's report only reports its own work order documents."""
+		plan_a = self.make_plan(planned_qty=2)
+		wo_a = self.make_submitted_work_order(plan_a, qty=2)
+
+		plan_b = self.make_plan(planned_qty=3)
+		wo_b = self.make_submitted_work_order(plan_b, qty=3)
+
+		data_a = self.run_report(plan_a.name)
+		document_names = {row.get("document_name") for row in data_a if row.get("document_name")}
+
+		self.assertIn(wo_a.name, document_names)
+		self.assertNotIn(wo_b.name, document_names)

erpnext/manufacturing/report/quality_inspection_summary/test_quality_inspection_summary.py

@@ -0,0 +1,81 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import add_days, nowdate
+
+from erpnext.manufacturing.report.quality_inspection_summary.quality_inspection_summary import execute
+from erpnext.stock.doctype.item.test_item import create_item
+from erpnext.stock.doctype.quality_inspection.test_quality_inspection import (
+	create_quality_inspection,
+	make_minimal_job_card,
+)
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestQualityInspectionSummary(ERPNextTestSuite):
+	def setUp(self):
+		super().setUp()
+		create_item("_Test Item")
+		self.job_card = make_minimal_job_card(production_item="_Test Item")
+		self.qi = create_quality_inspection(
+			item_code="_Test Item",
+			reference_type="Job Card",
+			reference_name=self.job_card,
+			status="Accepted",
+		)
+
+	def run_report(self, **extra):
+		filters = frappe._dict(extra)
+		return execute(filters)[1]
+
+	def _rows_for_qi(self, data):
+		return [row for row in data if row.get("name") == self.qi.name]
+
+	def test_appears_in_date_range(self):
+		data = self.run_report(from_date=add_days(nowdate(), -1), to_date=add_days(nowdate(), 1))
+		rows = self._rows_for_qi(data)
+		self.assertEqual(len(rows), 1)
+
+		row = rows[0]
+		self.assertEqual(row["status"], "Accepted")
+		self.assertEqual(row["item_code"], "_Test Item")
+		self.assertEqual(row["reference_type"], "Job Card")
+		self.assertEqual(row["reference_name"], self.job_card)
+
+	def test_excluded_outside_date_range(self):
+		data = self.run_report(from_date=add_days(nowdate(), -10), to_date=add_days(nowdate(), -5))
+		self.assertEqual(self._rows_for_qi(data), [])
+
+	def test_status_filter_includes_matching(self):
+		data = self.run_report(
+			from_date=add_days(nowdate(), -1),
+			to_date=add_days(nowdate(), 1),
+			status=["Accepted"],
+		)
+		self.assertEqual(len(self._rows_for_qi(data)), 1)
+
+	def test_status_filter_excludes_non_matching(self):
+		data = self.run_report(
+			from_date=add_days(nowdate(), -1),
+			to_date=add_days(nowdate(), 1),
+			status=["Rejected"],
+		)
+		self.assertEqual(self._rows_for_qi(data), [])
+
+	def test_item_code_filter_includes_matching(self):
+		data = self.run_report(
+			from_date=add_days(nowdate(), -1),
+			to_date=add_days(nowdate(), 1),
+			item_code=["_Test Item"],
+		)
+		self.assertEqual(len(self._rows_for_qi(data)), 1)
+
+	def test_item_code_filter_excludes_other_item(self):
+		other_item = frappe.generate_hash(length=10)
+		data = self.run_report(
+			from_date=add_days(nowdate(), -1),
+			to_date=add_days(nowdate(), 1),
+			item_code=[other_item],
+		)
+		self.assertEqual(self._rows_for_qi(data), [])

erpnext/manufacturing/report/work_order_consumed_materials/test_work_order_consumed_materials.py

@@ -0,0 +1,111 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import add_days, 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.work_order_consumed_materials.work_order_consumed_materials import execute
+from erpnext.stock.doctype.stock_entry import test_stock_entry
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestWorkOrderConsumedMaterials(ERPNextTestSuite):
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"from_date": add_days(nowdate(), -1),
+				"to_date": add_days(nowdate(), 1),
+			}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def make_manufactured_work_order(self, qty=2):
+		"""Create a submitted WO, stock its raw materials, transfer and fully manufacture it."""
+		wo = make_wo_order_test_record(production_item="_Test FG Item", qty=qty, company="_Test Company")
+
+		for item in wo.required_items:
+			test_stock_entry.make_stock_entry(
+				item_code=item.item_code,
+				target=wo.wip_warehouse,
+				qty=item.required_qty,
+				basic_rate=100,
+			)
+
+		transfer = frappe.get_doc(make_stock_entry(wo.name, "Material Transfer for Manufacture", qty))
+		transfer.insert()
+		transfer.submit()
+
+		manufacture = frappe.get_doc(make_stock_entry(wo.name, "Manufacture", qty))
+		manufacture.insert()
+		manufacture.submit()
+
+		wo.reload()
+		return wo
+
+	def get_wo_rows(self, data, work_order):
+		"""The report blanks parent fields after the first raw-material row, so match by raw
+		material's parent work order instead of the (blanked) `name` column."""
+		return [row for row in data if row.get("parent") == work_order]
+
+	def test_consumed_materials_reported_after_manufacture(self):
+		wo = self.make_manufactured_work_order(qty=2)
+
+		# fully producing the WO consumes exactly the required quantity of each raw material
+		self.assertEqual(wo.produced_qty, 2)
+
+		data = self.run_report()
+		rows = self.get_wo_rows(data, wo.name)
+
+		self.assertEqual(len(rows), len(wo.required_items))
+
+		# pair rows to required items by sorting rather than a dict keyed on item code, so
+		# a BOM with two lines for the same component wouldn't silently collapse to one row
+		rows_sorted = sorted(rows, key=lambda r: (r["raw_material_item_code"], r["required_qty"]))
+		items_sorted = sorted(wo.required_items, key=lambda i: (i.item_code, i.required_qty))
+		for row, item in zip(rows_sorted, items_sorted, strict=True):
+			self.assertEqual(row["raw_material_item_code"], item.item_code)
+			self.assertEqual(row["required_qty"], item.required_qty)
+			self.assertEqual(row["transferred_qty"], item.required_qty)
+			self.assertEqual(row["consumed_qty"], item.required_qty)
+			# no over-consumption in a clean full manufacture
+			self.assertEqual(row["extra_consumed_qty"], 0.0)
+			self.assertEqual(row["returned_qty"], 0.0)
+
+		# parent columns are populated on the first row only
+		first = rows[0]
+		self.assertEqual(first["status"], wo.status)
+		self.assertEqual(first["production_item"], "_Test FG Item")
+		self.assertEqual(first["qty"], 2)
+		self.assertEqual(first["produced_qty"], 2)
+
+	def test_work_order_filter_scopes_output(self):
+		wo = self.make_manufactured_work_order(qty=1)
+
+		data = self.run_report(name=wo.name)
+
+		parents = {row.get("parent") for row in data}
+		self.assertEqual(parents, {wo.name})
+		self.assertTrue(data)
+
+	def test_draft_work_order_is_excluded(self):
+		# report only lists WOs in status In Process / Completed / Stopped
+		draft = make_wo_order_test_record(
+			production_item="_Test FG Item", qty=1, company="_Test Company", do_not_submit=True
+		)
+
+		data = self.run_report()
+		self.assertNotIn(draft.name, {row.get("parent") for row in data})
+
+	def test_date_range_filter_excludes_work_order(self):
+		wo = self.make_manufactured_work_order(qty=1)
+
+		# positive anchor: the WO shows up within the default (current) window
+		self.assertIn(wo.name, {row.get("parent") for row in self.run_report()})
+
+		# a window that ends before the WO was created must not include it
+		data = self.run_report(from_date=add_days(nowdate(), -10), to_date=add_days(nowdate(), -5))
+		self.assertNotIn(wo.name, {row.get("parent") for row in data})

erpnext/manufacturing/report/work_order_summary/test_work_order_summary.py

@@ -0,0 +1,60 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import add_days, today
+
+from erpnext.manufacturing.doctype.work_order.test_work_order import make_wo_order_test_record
+from erpnext.manufacturing.report.work_order_summary.work_order_summary import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestWorkOrderSummary(ERPNextTestSuite):
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"from_date": add_days(today(), -1),
+				"to_date": today(),
+			}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def test_work_order_appears_with_expected_fields(self):
+		wo = make_wo_order_test_record(production_item="_Test FG Item", qty=10, company="_Test Company")
+
+		rows = {row["name"]: row for row in self.run_report()}
+		self.assertIn(wo.name, rows)
+
+		row = rows[wo.name]
+		self.assertEqual(row["production_item"], "_Test FG Item")
+		self.assertEqual(row["qty"], 10)
+		self.assertEqual(row["produced_qty"], 0)
+		self.assertEqual(row["status"], "Not Started")
+
+	def test_status_filter_excludes_other_statuses(self):
+		wo = make_wo_order_test_record(production_item="_Test FG Item", qty=10, company="_Test Company")
+		self.assertEqual(wo.status, "Not Started")
+
+		# A "Completed" filter must not return a "Not Started" work order.
+		names = {row["name"] for row in self.run_report(status="Completed")}
+		self.assertNotIn(wo.name, names)
+
+		# The matching status still returns it.
+		names = {row["name"] for row in self.run_report(status="Not Started")}
+		self.assertIn(wo.name, names)
+
+	def test_date_range_excludes_work_order_outside_window(self):
+		wo = make_wo_order_test_record(production_item="_Test FG Item", qty=10, company="_Test Company")
+
+		# A window entirely in the past cannot contain a WO created today.
+		names = {
+			row["name"]
+			for row in self.run_report(from_date=add_days(today(), -10), to_date=add_days(today(), -5))
+		}
+		self.assertNotIn(wo.name, names)
+
+		# A window that includes today does contain it.
+		names = {row["name"] for row in self.run_report()}
+		self.assertIn(wo.name, names)

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/v16_0/complete_onboarding_steps_for_older_sites.py

@@ -34,6 +34,7 @@ def complete_onboarding_steps_if_record_exists(steps):
 		if (
 			step.action == "Create Entry"
 			and step.reference_document
+			and frappe.db.exists("DocType", step.reference_document)
 			and frappe.get_all(step.reference_document, limit=1)
 		):
 			frappe.db.set_value("Onboarding Step", step.name, "is_complete", 1, update_modified=False)

erpnext/projects/report/project_summary/test_project_summary.py

@@ -0,0 +1,65 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe import _
+
+from erpnext.projects.report.project_summary.project_summary import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestProjectSummary(ERPNextTestSuite):
+	"""Lists projects with their total / completed / overdue task counts."""
+
+	def make_project(self):
+		return frappe.get_doc(
+			{
+				"doctype": "Project",
+				"project_name": f"_Test PS {frappe.generate_hash(length=6)}",
+				"company": "_Test Company",
+			}
+		).insert()
+
+	def make_task(self, project, status="Open"):
+		task = frappe.get_doc(
+			{
+				"doctype": "Task",
+				"subject": f"Task {frappe.generate_hash(length=6)}",
+				"project": project.name,
+			}
+		).insert()
+		if status != "Open":
+			# set the status directly; the report counts tasks by their stored status
+			frappe.db.set_value("Task", task.name, "status", status)
+		return task
+
+	def run_report(self, project):
+		return execute(frappe._dict({"name": project.name}))
+
+	def project_row(self, project):
+		_columns, data, *_rest = self.run_report(project)
+		return next((r for r in data if r["name"] == project.name), None)
+
+	def test_task_counts(self):
+		project = self.make_project()
+		self.make_task(project, "Completed")
+		self.make_task(project, "Completed")
+		self.make_task(project, "Open")
+		self.make_task(project, "Overdue")
+
+		row = self.project_row(project)
+		self.assertIsNotNone(row, "Project missing from report")
+		self.assertEqual(row["total_tasks"], 4)
+		self.assertEqual(row["completed_tasks"], 2)
+		self.assertEqual(row["overdue_tasks"], 1)
+
+	def test_report_summary_totals(self):
+		project = self.make_project()
+		self.make_task(project, "Completed")
+		self.make_task(project, "Open")
+
+		_columns, _data, _message, _chart, report_summary = self.run_report(project)
+		summary = {s["label"]: s["value"] for s in report_summary}
+		self.assertEqual(summary[_("Total Tasks")], 2)
+		self.assertEqual(summary[_("Completed Tasks")], 1)
+		self.assertEqual(summary[_("Overdue Tasks")], 0)

erpnext/projects/report/timesheet_billing_summary/test_timesheet_billing_summary.py

@@ -0,0 +1,64 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.projects.doctype.timesheet.test_timesheet import make_timesheet
+from erpnext.projects.report.timesheet_billing_summary.timesheet_billing_summary import execute
+from erpnext.setup.doctype.employee.test_employee import make_employee
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestTimesheetBillingSummary(ERPNextTestSuite):
+	"""Lists submitted Timesheet Detail rows with working/billing hours and amount,
+	optionally grouped by date/project/employee."""
+
+	def setUp(self):
+		self.employee = make_employee("timesheet_billing@example.com", company="_Test Company")
+		self.project = frappe.get_doc(
+			{
+				"doctype": "Project",
+				"project_name": f"_Test TBS {frappe.generate_hash(length=6)}",
+				"company": "_Test Company",
+			}
+		).insert()
+
+	def make_ts(self, is_billable=1):
+		return make_timesheet(
+			self.employee, simulate=True, is_billable=is_billable, project=self.project.name
+		)
+
+	def run_report(self, **extra):
+		filters = frappe._dict({"company": "_Test Company", "employee": self.employee})
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def test_billable_timesheet_row(self):
+		ts = self.make_ts(is_billable=1)
+		detail = ts.time_logs[0]
+
+		rows = [r for r in self.run_report() if r.get("timesheet") == ts.name]
+		self.assertTrue(rows, "Timesheet missing from report")
+		row = rows[0]
+		self.assertEqual(row["hours"], 2)
+		self.assertEqual(row["billing_hours"], detail.billing_hours)
+		self.assertEqual(row["billing_amount"], detail.billing_amount)
+		self.assertEqual(row["project"], self.project.name)
+
+	def test_group_by_project_sums_hours(self):
+		self.make_ts(is_billable=1)
+
+		data = self.run_report(group_by="project")
+		group_rows = [r for r in data if r.get("is_group") and r.get("project") == self.project.name]
+		self.assertTrue(group_rows, "Grouped project row missing")
+		self.assertEqual(group_rows[0]["hours"], 2)
+
+	def test_draft_excluded_unless_requested(self):
+		ts = make_timesheet(
+			self.employee, simulate=True, is_billable=1, project=self.project.name, do_not_submit=True
+		)
+
+		# submitted-only by default: the draft timesheet is absent
+		self.assertNotIn(ts.name, {r.get("timesheet") for r in self.run_report()})
+		# ... but included when draft timesheets are requested
+		self.assertIn(ts.name, {r.get("timesheet") for r in self.run_report(include_draft_timesheets=1)})

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/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/report/customer_wise_item_price/test_customer_wise_item_price.py

@@ -0,0 +1,69 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.selling.report.customer_wise_item_price.customer_wise_item_price import execute
+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.tests.utils import ERPNextTestSuite
+
+PRICE_LIST = "Standard Selling"
+
+
+class TestCustomerWiseItemPrice(ERPNextTestSuite):
+	"""The report lists sales items with the selling rate from the customer's price
+	list and the available stock (summed across warehouses)."""
+
+	def setUp(self):
+		self.item = make_item(properties={"is_stock_item": 1, "is_sales_item": 1}).name
+		self.customer = self.create_customer()
+		frappe.get_doc(
+			{
+				"doctype": "Item Price",
+				"item_code": self.item,
+				"price_list": PRICE_LIST,
+				"selling": 1,
+				"price_list_rate": 250,
+			}
+		).insert()
+		make_stock_entry(item_code=self.item, to_warehouse="Stores - _TC", qty=10, rate=100)
+
+	def create_customer(self):
+		name = "_Test CWIP Customer"
+		if not frappe.db.exists("Customer", name):
+			frappe.get_doc(
+				{
+					"doctype": "Customer",
+					"customer_name": name,
+					"customer_group": "_Test Customer Group",
+					"territory": "_Test Territory",
+					"default_price_list": PRICE_LIST,
+				}
+			).insert()
+		return name
+
+	def run_report(self, **extra):
+		filters = frappe._dict({"customer": self.customer})
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def test_customer_filter_is_mandatory(self):
+		self.assertRaises(frappe.ValidationError, execute, frappe._dict({}))
+
+	def test_selling_rate_and_available_stock_for_item(self):
+		rows = self.run_report(item=self.item)
+
+		row = next((r for r in rows if r["item_code"] == self.item), None)
+		self.assertIsNotNone(row, "Sales item missing from report")
+		self.assertEqual(row["item_name"], frappe.db.get_value("Item", self.item, "item_name"))
+		self.assertEqual(row["selling_rate"], 250)  # from the customer's price list
+		self.assertEqual(row["available_stock"], 10)  # stocked into Stores - _TC
+		self.assertEqual(row["price_list"], PRICE_LIST)
+
+	def test_item_filter_scopes_to_single_item(self):
+		other = make_item(properties={"is_stock_item": 1, "is_sales_item": 1}).name
+
+		item_codes = {r["item_code"] for r in self.run_report(item=self.item)}
+		self.assertIn(self.item, item_codes)
+		self.assertNotIn(other, item_codes)

erpnext/selling/report/quotation_trends/test_quotation_trends.py

@@ -0,0 +1,88 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.selling.doctype.quotation.test_quotation import make_quotation
+from erpnext.selling.report.quotation_trends.quotation_trends import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+FISCAL_YEAR = "_Test Fiscal Year 2026"
+TXN_DATE = "2026-06-01"
+
+
+class TestQuotationTrends(ERPNextTestSuite):
+	"""The trends report buckets submitted Quotation quantities/amounts by period
+	(Yearly/Monthly) for the chosen `based_on` dimension (Item, Customer, ...)."""
+
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"fiscal_year": FISCAL_YEAR,
+				"based_on": "Item",
+				"period": "Yearly",
+			}
+		)
+		filters.update(extra)
+		result = execute(filters)
+		columns, data = result[0], result[1]
+		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):
+		"""Value at column `col_label` for the row whose `key_label` column equals
+		`key_value`, or 0 when that row doesn't 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)
+
+		make_quotation(item="_Test Item", qty=4, rate=200, transaction_date=TXN_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 quotation hits "Jun (Qty)"/"(Amt)".
+		labels, before = self.run_report(period="Monthly")
+		before_jun_qty = self._cell(before, "Item", "_Test Item", "Jun (Qty)", labels)
+		before_jun_amt = self._cell(before, "Item", "_Test Item", "Jun (Amt)", labels)
+		before_may_qty = self._cell(before, "Item", "_Test Item", "May (Qty)", labels)
+
+		make_quotation(item="_Test Item", qty=3, rate=100, transaction_date=TXN_DATE)
+
+		labels, after = self.run_report(period="Monthly")
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Jun (Qty)", labels) - before_jun_qty, 3)
+		# the amount path is a separate SUM(base_net_amount) case, so assert it too
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "Jun (Amt)", labels) - before_jun_amt, 300)
+		# nothing was quoted in May, so that bucket is unchanged
+		self.assertEqual(self._cell(after, "Item", "_Test Item", "May (Qty)", labels) - before_may_qty, 0)
+
+	def test_based_on_customer_groups_amount_by_party(self):
+		# based_on Customer keys rows on the "Party" column (the customer id)
+		labels, before = self.run_report(based_on="Customer")
+		amt_col = f"{FISCAL_YEAR} (Amt)"
+		before_amt = self._cell(before, "Party", "_Test Customer", amt_col, labels)
+
+		make_quotation(
+			party_name="_Test Customer", item="_Test Item", qty=2, rate=150, transaction_date=TXN_DATE
+		)
+
+		labels, after = self.run_report(based_on="Customer")
+		self.assertEqual(self._cell(after, "Party", "_Test Customer", amt_col, labels) - before_amt, 300)

erpnext/selling/report/sales_person_commission_summary/test_sales_person_commission_summary.py

@@ -0,0 +1,85 @@
+# 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.selling.report.sales_person_commission_summary.sales_person_commission_summary import (
+	execute,
+)
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestSalesPersonCommissionSummary(ERPNextTestSuite):
+	"""The report joins a sales document (Sales Invoice/Order/Delivery Note) with its
+	Sales Team rows, listing each sales person's contribution and commission."""
+
+	def setUp(self):
+		# reuse the bootstrap sales persons (under the "Sales Team" group)
+		self.sales_person = "_Test Sales Person"
+
+	def make_invoice_with_commission(self, percentage=100, commission_rate=5, incentives=50):
+		si = create_sales_invoice(rate=1000, qty=1, do_not_save=True, posting_date="2026-06-01")
+		si.append(
+			"sales_team",
+			{
+				"sales_person": self.sales_person,
+				"allocated_percentage": percentage,
+				"commission_rate": commission_rate,
+				"incentives": incentives,
+			},
+		)
+		si.insert()
+		si.submit()
+		si.reload()  # reflect any values recomputed on submit
+		return si
+
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{
+				"company": "_Test Company",
+				"doc_type": "Sales Invoice",
+				"sales_person": self.sales_person,
+				# scope to this test's posting date so the query isn't unbounded over
+				# every invoice for the shared sales person
+				"from_date": "2026-06-01",
+				"to_date": "2026-06-01",
+			}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def test_doc_type_is_mandatory(self):
+		self.assertRaises(frappe.ValidationError, execute, frappe._dict({"company": "_Test Company"}))
+
+	def test_commission_row_matches_sales_team_entry(self):
+		si = self.make_invoice_with_commission(percentage=100, commission_rate=5, incentives=50)
+		team = si.sales_team[0]
+
+		rows = self.run_report()
+		row = next((r for r in rows if r[0] == si.name), None)
+		self.assertIsNotNone(row, "Invoice with commission missing from report")
+
+		# row: name, customer, territory, posting_date, base_net_amount, sales_person,
+		#      allocated_percentage, commission_rate, allocated_amount, incentives
+		self.assertEqual(row[1], si.customer)
+		self.assertEqual(row[4], si.base_net_total)
+		self.assertEqual(row[5], self.sales_person)
+		self.assertEqual(row[6], team.allocated_percentage)
+		self.assertEqual(row[7], team.commission_rate)
+		self.assertEqual(row[8], team.allocated_amount)
+		self.assertEqual(row[9], team.incentives)
+
+	def test_appends_total_row(self):
+		self.make_invoice_with_commission()
+		rows = self.run_report()
+		# the report appends a blank total row after one or more real data rows
+		self.assertGreaterEqual(len(rows), 2)
+		self.assertTrue(any(r[0] for r in rows[:-1]), "expected real data rows before the total row")
+		self.assertEqual(rows[-1], [""] * len(rows[0]))
+
+	def test_sales_person_filter_scopes_rows(self):
+		si = self.make_invoice_with_commission()
+
+		filtered = self.run_report(sales_person="_Test Sales Person 1")
+		self.assertNotIn(si.name, {r[0] for r in filtered if r[0]})

erpnext/selling/report/sales_person_wise_transaction_summary/sales_person_wise_transaction_summary.py

@@ -183,8 +183,22 @@ def get_entries(filters):
 		.as_("contribution_amt")
 	)
 
+	# Only pass valid document-field filters to get_query; report-specific keys such as
+	# doc_type / sales_person / item_group are handled separately below.
+	doc_filters = {"docstatus": 1}
+	for field in ["company", "customer", "territory"]:
+		if filters.get(field):
+			doc_filters[field] = filters.get(field)
+
+	if filters.get("from_date") and filters.get("to_date"):
+		doc_filters[date_field] = ["between", [filters.get("from_date"), filters.get("to_date")]]
+	elif filters.get("from_date"):
+		doc_filters[date_field] = [">=", filters.get("from_date")]
+	elif filters.get("to_date"):
+		doc_filters[date_field] = ["<=", filters.get("to_date")]
+
 	query = (
-		frappe.get_query(dt, filters=filters, ignore_permissions=False)
+		frappe.get_query(dt, filters=doc_filters, ignore_permissions=False)
 		.join(dt_item)
 		.on(dt.name == dt_item.parent)
 		.join(st)
@@ -203,48 +217,29 @@ def get_entries(filters):
 			contribution_amt_case,
 		)
 		.where(st.parenttype == doc_type)
-		.where(dt.docstatus == 1)
 	)
 
+	if filters.get("sales_person"):
+		lft, rgt = frappe.db.get_value("Sales Person", filters.get("sales_person"), ["lft", "rgt"])
+		sp = frappe.qb.DocType("Sales Person")
+		query = query.where(
+			st.sales_person.isin(frappe.qb.from_(sp).select(sp.name).where((sp.lft >= lft) & (sp.rgt <= rgt)))
+		)
+
+	# only resolve items when an item_group/brand filter is set; otherwise get_items
+	# would return every item in the system and add a huge IN() clause on each run
+	if filters.get("item_group") or filters.get("brand"):
+		items = get_items(filters)
+		if not items:
+			# the item_group/brand filter matched nothing -> no rows
+			return []
+		query = query.where(dt_item.item_code.isin([d[0] for d in items]))
+
 	query = query.orderby(st.sales_person).orderby(dt.name, order=frappe.qb.desc)
 
 	return query.run(as_dict=True)
 
 
-def get_conditions(filters, date_field):
-	conditions = [""]
-	values = []
-
-	for field in ["company", "customer", "territory"]:
-		if filters.get(field):
-			conditions.append(f"dt.{field}=%s")
-			values.append(filters[field])
-
-	if filters.get("sales_person"):
-		lft, rgt = frappe.get_value("Sales Person", filters.get("sales_person"), ["lft", "rgt"])
-		conditions.append(
-			f"exists(select name from `tabSales Person` where lft >= {lft} and rgt <= {rgt} and name=st.sales_person)"
-		)
-
-	if filters.get("from_date"):
-		conditions.append(f"dt.{date_field}>=%s")
-		values.append(filters["from_date"])
-
-	if filters.get("to_date"):
-		conditions.append(f"dt.{date_field}<=%s")
-		values.append(filters["to_date"])
-
-	items = get_items(filters)
-	if items:
-		conditions.append("dt_item.item_code in (%s)" % ", ".join(["%s"] * len(items)))
-		values += items
-	else:
-		# return empty result, if no items are fetched after filtering on 'item group' and 'brand'
-		conditions.append("dt_item.item_code = Null")
-
-	return " and ".join(conditions), values
-
-
 def get_items(filters):
 	item = qb.DocType("Item")
 

erpnext/selling/report/sales_person_wise_transaction_summary/test_sales_person_wise_transaction_summary.py

@@ -0,0 +1,69 @@
+# 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.selling.report.sales_person_wise_transaction_summary.sales_person_wise_transaction_summary import (
+	execute,
+)
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestSalesPersonWiseTransactionSummary(ERPNextTestSuite):
+	"""Item-level summary joining a sales document with its Sales Team rows, showing
+	each sales person's contributed qty and amount per item line."""
+
+	def setUp(self):
+		self.sales_person = "_Test Sales Person"
+
+	def make_invoice_with_commission(self, qty=5, rate=200, percentage=100):
+		si = create_sales_invoice(
+			item="_Test Item", qty=qty, rate=rate, do_not_save=True, posting_date="2026-06-01"
+		)
+		si.append("sales_team", {"sales_person": self.sales_person, "allocated_percentage": percentage})
+		si.insert()
+		si.submit()
+		return si
+
+	def run_report(self, **extra):
+		filters = frappe._dict(
+			{"company": "_Test Company", "doc_type": "Sales Invoice", "sales_person": self.sales_person}
+		)
+		filters.update(extra)
+		return execute(filters)[1]
+
+	def test_doc_type_is_mandatory(self):
+		self.assertRaises(frappe.ValidationError, execute, frappe._dict({"company": "_Test Company"}))
+
+	def test_invalid_doc_type_throws(self):
+		self.assertRaises(
+			frappe.ValidationError,
+			execute,
+			frappe._dict({"company": "_Test Company", "doc_type": "Purchase Invoice"}),
+		)
+
+	def test_item_line_contribution(self):
+		si = self.make_invoice_with_commission(qty=5, rate=200, percentage=100)
+		item = si.items[0]
+
+		rows = self.run_report()
+		row = next((r for r in rows if r[0] == si.name and r[5] == "_Test Item"), None)
+		self.assertIsNotNone(row, "Invoice item line missing from report")
+
+		# row: name, customer, territory, warehouse, posting_date, item_code, item_group,
+		#      brand, stock_qty, base_net_amount, sales_person, allocated_percentage,
+		#      contributed_qty, contribution_amt, currency
+		self.assertEqual(row[1], si.customer)
+		self.assertEqual(row[8], item.stock_qty)
+		self.assertEqual(row[9], item.base_net_amount)
+		self.assertEqual(row[10], self.sales_person)
+		self.assertEqual(row[11], 100)
+		self.assertEqual(row[12], item.stock_qty * 100 / 100)  # contributed qty
+		self.assertEqual(row[13], item.base_net_amount * 100 / 100)  # contribution amount
+
+	def test_appends_total_row(self):
+		self.make_invoice_with_commission()
+		rows = self.run_report()
+		self.assertTrue(rows)
+		self.assertEqual(rows[-1], [""] * len(rows[0]))

erpnext/selling/report/territory_target_variance_based_on_item_group/test_territory_target_variance_based_on_item_group.py

@@ -0,0 +1,68 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.utils import flt, nowdate
+
+from erpnext.accounts.utils import get_fiscal_year
+from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
+from erpnext.selling.report.sales_person_target_variance_based_on_item_group.test_sales_person_target_variance_based_on_item_group import (
+	create_target_distribution,
+)
+from erpnext.selling.report.territory_target_variance_based_on_item_group.territory_target_variance_based_on_item_group import (
+	execute,
+)
+from erpnext.tests.utils import ERPNextTestSuite
+
+
+class TestTerritoryTargetVarianceBasedOnItemGroup(ERPNextTestSuite):
+	def setUp(self):
+		self.fiscal_year = get_fiscal_year(nowdate())[0]
+
+	def test_achieved_target_and_variance(self):
+		distribution = create_target_distribution(self.fiscal_year)
+		territory = create_territory_with_target(
+			"_Test Target Territory", self.fiscal_year, distribution.name, target_qty=50
+		)
+
+		# a Sales Order in that territory contributes to the achieved quantity
+		so = make_sales_order(rate=1000, qty=20, do_not_submit=True)
+		so.territory = territory.name
+		so.submit()
+
+		result = execute(
+			frappe._dict(
+				{
+					"fiscal_year": self.fiscal_year,
+					"doctype": "Sales Order",
+					"period": "Yearly",
+					"target_on": "Quantity",
+				}
+			)
+		)[1]
+
+		# no item_group is set on the target, so the report emits exactly one row per
+		# territory -- assert all three figures against that single row
+		rows = [frappe._dict(r) for r in result if r.get("territory") == territory.name]
+		self.assertEqual(len(rows), 1, "expected exactly one row for the target territory")
+		row = rows[0]
+		self.assertEqual(flt(row.total_target, 2), 50)
+		self.assertEqual(flt(row.total_achieved, 2), 20)
+		self.assertEqual(flt(row.total_variance, 2), -30)
+
+
+def create_territory_with_target(name, fiscal_year, distribution_id, target_qty=50):
+	doc = frappe.new_doc("Territory")
+	doc.territory_name = name
+	doc.parent_territory = "All Territories"
+	doc.is_group = 0
+	doc.append(
+		"targets",
+		{
+			"fiscal_year": fiscal_year,
+			"target_qty": target_qty,
+			"target_amount": 30000,
+			"distribution_id": distribution_id,
+		},
+	)
+	return doc.insert()

erpnext/selling/report/territory_wise_sales/test_territory_wise_sales.py

@@ -0,0 +1,62 @@
+# Copyright (c) 2026, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+
+from erpnext.selling.doctype.quotation.test_quotation import make_quotation
+from erpnext.selling.report.territory_wise_sales.territory_wise_sales import execute
+from erpnext.tests.utils import ERPNextTestSuite
+
+TERRITORY = "_Test Territory"
+
+
+class TestTerritoryWiseSales(ERPNextTestSuite):
+	"""The report walks the Opportunity -> Quotation -> Sales Order -> Sales Invoice
+	funnel and totals each stage's amount per territory.
+
+	These tests cover the Opportunity and Quotation stages; the Sales Order and
+	Sales Invoice (order_amount / billing_amount) stages are not yet exercised."""
+
+	def make_opportunity(self, amount=5000):
+		return frappe.get_doc(
+			{
+				"doctype": "Opportunity",
+				"opportunity_from": "Customer",
+				"party_name": "_Test Customer",
+				"territory": TERRITORY,
+				"company": "_Test Company",
+				"currency": "INR",
+				"opportunity_amount": amount,
+				"transaction_date": "2026-06-01",
+			}
+		).insert()
+
+	def make_quotation_for(self, opportunity, qty, rate):
+		qo = make_quotation(item="_Test Item", qty=qty, rate=rate, do_not_save=True)
+		qo.opportunity = opportunity.name
+		qo.insert()
+		qo.submit()
+		return qo
+
+	def amount_for(self, territory, field):
+		for row in execute(frappe._dict({"company": "_Test Company"}))[1]:
+			if row["territory"] == territory:
+				return row[field]
+		return 0
+
+	def test_opportunity_amount_grouped_by_territory(self):
+		before = self.amount_for(TERRITORY, "opportunity_amount")
+		opp = self.make_opportunity(5000)
+		self.assertEqual(opp.territory, TERRITORY)
+
+		after = self.amount_for(TERRITORY, "opportunity_amount")
+		self.assertEqual(after - before, 5000)
+
+	def test_quotation_amount_flows_from_opportunity(self):
+		before = self.amount_for(TERRITORY, "quotation_amount")
+
+		opp = self.make_opportunity()
+		quotation = self.make_quotation_for(opp, qty=2, rate=500)
+
+		after = self.amount_for(TERRITORY, "quotation_amount")
+		self.assertEqual(after - before, quotation.base_grand_total)

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.js

@@ -339,7 +339,7 @@ erpnext.company.setup_queries = function (frm) {
 				],
 				[
 					"stock_delivered_but_not_billed",
-					{ root_type: "Liability", account_type: "Stock Delivered But Not Billed" },
+					{ root_type: "Asset", account_type: "Stock Delivered But Not Billed" },
 				],
 				[
 					"service_received_but_not_billed",

erpnext/setup/doctype/company/company.json

@@ -132,6 +132,7 @@
   "default_purchase_price_variance_account",
   "default_manufacturing_variance_account",
   "stock_received_but_not_billed",
+  "enable_stock_delivered_but_not_billed",
   "stock_delivered_but_not_billed",
   "disable_sdbnb_in_sr",
   "default_provisional_account",
@@ -353,33 +354,48 @@
    "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 +542,19 @@
    "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 +569,39 @@
    "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 +733,21 @@
    "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 +789,10 @@
    "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 +801,10 @@
    "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 +884,12 @@
    "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"
   },
   {
@@ -1006,18 +1049,28 @@
   },
   {
    "default": "0",
+   "depends_on": "enable_stock_delivered_but_not_billed",
    "fieldname": "disable_sdbnb_in_sr",
    "fieldtype": "Check",
    "label": "Disable Stock Delivered But Not Billed in Sales Return",
    "no_copy": 1
   },
   {
+   "depends_on": "enable_stock_delivered_but_not_billed",
    "fieldname": "stock_delivered_but_not_billed",
    "fieldtype": "Link",
    "ignore_user_permissions": 1,
    "label": "Stock Delivered But Not Billed",
+   "mandatory_depends_on": "enable_stock_delivered_but_not_billed",
    "no_copy": 1,
    "options": "Account"
+  },
+  {
+   "default": "0",
+   "description": "If enabled, the value of goods delivered before invoicing will be recorded in the Stock Delivered But Not Billed account.",
+   "fieldname": "enable_stock_delivered_but_not_billed",
+   "fieldtype": "Check",
+   "label": "Enable Stock Delivered But Not Billed"
   }
  ],
  "grid_page_length": 50,
@@ -1026,7 +1079,7 @@
  "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
@@ -99,6 +100,7 @@ class Company(NestedSet):
 		enable_item_wise_inventory_account: DF.Check
 		enable_perpetual_inventory: DF.Check
 		enable_provisional_accounting_for_non_stock_items: DF.Check
+		enable_stock_delivered_but_not_billed: DF.Check
 		exception_budget_approver_role: DF.Link | None
 		exchange_gain_loss_account: DF.Link | None
 		existing_company: DF.Link | None
@@ -185,6 +187,64 @@ class Company(NestedSet):
 		self.validate_inventory_account_settings()
 		self.cant_change_valuation_method()
 		self.validate_pending_reposts(old_doc)
+		self.validate_sdbnb_configuration()
+
+	def validate_outstanding_sdbnb_transactions(self, account):
+		GLEntry = frappe.qb.DocType("GL Entry")
+		DeliveryNote = frappe.qb.DocType("Delivery Note")
+
+		delivery_notes = (
+			frappe.qb.from_(GLEntry)
+			.join(DeliveryNote)
+			.on((GLEntry.voucher_type == "Delivery Note") & (GLEntry.voucher_no == DeliveryNote.name))
+			.select(DeliveryNote.name)
+			.where(
+				(GLEntry.is_cancelled == 0)
+				& (GLEntry.company == self.name)
+				& (GLEntry.account == account)
+				& (DeliveryNote.per_billed < 100)
+				& (DeliveryNote.docstatus == 1)
+				& (DeliveryNote.status.isin(["To Bill", "Partially Billed"]))
+			)
+			.distinct()
+			.run(pluck=True)
+		)
+
+		if delivery_notes:
+			dn_links = ", ".join(get_link_to_form("Delivery Note", dn) for dn in delivery_notes[:10])
+
+			frappe.throw(
+				_(
+					"Stock Delivered But Not Billed Account cannot be changed or disabled since account {0} contains outstanding Delivery Notes: {1}"
+				).format(
+					bold(account),
+					dn_links,
+				)
+			)
+
+	def validate_sdbnb_configuration(self):
+		if self.get("__islocal"):
+			return
+
+		if self.enable_stock_delivered_but_not_billed and not self.stock_delivered_but_not_billed:
+			frappe.throw(_("Please select Stock Delivered But Not Billed Account"))
+
+		doc_before_save = self.get_doc_before_save()
+
+		if not (doc_before_save and doc_before_save.stock_delivered_but_not_billed):
+			return
+
+		account_changed = (
+			self.stock_delivered_but_not_billed != doc_before_save.stock_delivered_but_not_billed
+		)
+
+		feature_disabled = (
+			doc_before_save.enable_stock_delivered_but_not_billed
+			and not self.enable_stock_delivered_but_not_billed
+		)
+
+		if account_changed or feature_disabled:
+			self.validate_outstanding_sdbnb_transactions(doc_before_save.stock_delivered_but_not_billed)
 
 	def cant_change_valuation_method(self):
 		doc_before_save = self.get_doc_before_save()

erpnext/setup/doctype/company/company_list.js

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

erpnext/setup/doctype/company/test_company.py

@@ -10,7 +10,11 @@ from frappe.utils import random_string
 from erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts import (
 	get_charts_for_country,
 )
+from erpnext.accounts.doctype.account.test_account import create_account
 from erpnext.setup.doctype.company.company import get_default_company_address
+from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note
+from erpnext.stock.doctype.item.test_item import make_item
+from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
 from erpnext.tests.utils import ERPNextTestSuite
 
 
@@ -234,6 +238,44 @@ class TestCompany(ERPNextTestSuite):
 		after = get_all_transactions_annual_history(company).get(key, 0)
 		self.assertEqual(after - before, 2)
 
+	def test_sdbnb_validation_requires_account_when_enabled(self):
+		company = get_test_company()
+
+		company.enable_stock_delivered_but_not_billed = 1
+		company.stock_delivered_but_not_billed = None
+
+		with self.assertRaises(frappe.ValidationError):
+			company.save()
+
+	def test_disable_sdbnb_with_outstanding_delivery_note_fails(self):
+		company = get_test_company()
+
+		item_code = create_stock_item_with_inventory()
+		create_outstanding_delivery_note(item_code)
+
+		company.enable_stock_delivered_but_not_billed = 0
+
+		with self.assertRaises(frappe.ValidationError):
+			company.save()
+
+	def test_cannot_change_sdbnb_account_with_outstanding_delivery_note(self):
+		company = get_test_company()
+
+		item_code = create_stock_item_with_inventory()
+		create_outstanding_delivery_note(item_code)
+
+		new_account = create_account(
+			account_name="Stock Delivered But Not Billed - New",
+			account_type="Stock Delivered But Not Billed",
+			parent_account="Stock Assets - _TSDBNB",
+			company=company.name,
+		)
+
+		company.stock_delivered_but_not_billed = new_account
+
+		with self.assertRaises(frappe.ValidationError):
+			company.save()
+
 	def test_demo_data(self):
 		from erpnext.setup.demo import clear_demo_data, setup_demo_data
 
@@ -297,3 +339,49 @@ def create_test_lead_in_company(company):
 		lead.company = company
 		lead.save()
 	return lead.name
+
+
+def get_test_company():
+	if frappe.db.exists("Company", "_Test SDBNB Company"):
+		return frappe.get_doc("Company", "_Test SDBNB Company")
+
+	return frappe.get_doc(
+		{
+			"doctype": "Company",
+			"company_name": "_Test SDBNB Company",
+			"abbr": "_TSDBNB",
+			"country": "India",
+			"default_currency": "INR",
+			"enable_perpetual_inventory": 1,
+			"enable_stock_delivered_but_not_billed": 1,
+		}
+	).insert()
+
+
+def create_stock_item_with_inventory():
+	item_code = make_item(
+		"SDBNB Test Item",
+		properties={"is_stock_item": 1},
+	).name
+
+	make_stock_entry(
+		item_code=item_code,
+		target="Stores - _TSDBNB",
+		qty=10,
+		basic_rate=100,
+		company="_Test SDBNB Company",
+	)
+
+	return item_code
+
+
+def create_outstanding_delivery_note(item_code):
+	return create_delivery_note(
+		item_code=item_code,
+		qty=5,
+		rate=150,
+		company="_Test SDBNB Company",
+		warehouse="Stores - _TSDBNB",
+		cost_center="Main - _TSDBNB",
+		expense_account="Stock Delivered But Not Billed - _TSDBNB",
+	)

erpnext/setup/doctype/company/test_records.json

@@ -223,5 +223,17 @@
 		"doctype": "Company",
 		"chart_of_accounts": "Standard",
 		"create_chart_of_accounts_based_on": "Standard Template"
+	},
+	{
+		"abbr": "_TSDBNB",
+		"company_name": "_Test SDBNB Company",
+		"country": "India",
+		"default_currency": "INR",
+		"doctype": "Company",
+		"domain": "Manufacturing",
+		"chart_of_accounts": "Standard",
+		"default_holiday_list": "_Test Holiday List",
+		"enable_perpetual_inventory": 1,
+		"enable_stock_delivered_but_not_billed": 1
 	}
-]
+]

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/delivery_note/delivery_note.py

@@ -426,6 +426,7 @@ class DeliveryNote(SellingController):
 				"stock_delivered_but_not_billed",
 				"disable_sdbnb_in_sr",
 				"default_expense_account",
+				"enable_stock_delivered_but_not_billed",
 			],
 			as_dict=True,
 		)
@@ -433,7 +434,7 @@ class DeliveryNote(SellingController):
 		sdbnb_account = company_values.stock_delivered_but_not_billed
 		disable_sdbnb_in_sr = company_values.disable_sdbnb_in_sr
 		default_expense_account = company_values.default_expense_account
-
+		is_enabled_sdbnb = company_values.enable_stock_delivered_but_not_billed
 		for item in self.items:
 			if item.get("against_sales_invoice"):
 				if sdbnb_account and item.expense_account == sdbnb_account:
@@ -447,14 +448,16 @@ class DeliveryNote(SellingController):
 				# Only stock items
 				if is_stock_item and not item.get("is_fixed_asset") and not item.get("is_subcontracted"):
 					# Sales Return handling
-					if self.is_return and disable_sdbnb_in_sr:
+					if self.is_return and disable_sdbnb_in_sr and sdbnb_account and is_enabled_sdbnb:
 						if default_expense_account and (
 							not item.expense_account or item.expense_account == sdbnb_account
 						):
 							item.expense_account = default_expense_account
 
-					elif sdbnb_account:
+					elif sdbnb_account and is_enabled_sdbnb:
 						item.expense_account = sdbnb_account
+					elif sdbnb_account and item.expense_account == sdbnb_account:
+						item.expense_account = default_expense_account
 			if not item.expense_account and default_expense_account:
 				item.expense_account = default_expense_account
 

erpnext/stock/doctype/delivery_note/test_delivery_note.py

@@ -50,7 +50,7 @@ class TestDeliveryNote(ERPNextTestSuite):
 		self.load_test_records("Stock Entry")
 
 	def get_perpetual_defaults(self):
-		company = frappe.get_doc("Company", "_Test Company with perpetual inventory")
+		company = frappe.get_doc("Company", "_Test SDBNB Company")
 		self.perpetual_company = company.name
 		self.perpetual_account = company.stock_delivered_but_not_billed
 		self.perpetual_cost_center = company.cost_center

erpnext/stock/doctype/item/item.py

@@ -239,6 +239,7 @@ class Item(Document):
 		self.validate_item_defaults()
 		self.validate_auto_reorder_enabled_in_stock_settings()
 		self.cant_change()
+		self.validate_serialized_change_with_bundle()
 		self.validate_standard_cost_change()
 		self.validate_item_tax_net_rate_range()
 
@@ -1130,6 +1131,25 @@ class Item(Document):
 
 			frappe.throw(msg, title=_("Linked with submitted documents"))
 
+	def validate_serialized_change_with_bundle(self):
+		"""Block turning a serialized item non-serialized while any Serial and Batch Bundle still exists
+		for it. Such bundles carry the item's serial numbers; the user must delete or cancel them first."""
+		if self.is_new() or self.has_serial_no or not self._doc_before_save:
+			return
+
+		# Only relevant when the item was serialized before and is now being unset.
+		if not self._doc_before_save.has_serial_no:
+			return
+
+		# Draft (docstatus 0) or submitted (docstatus 1) bundles block the change; cancelled ones don't.
+		if frappe.db.count("Serial and Batch Bundle", {"item_code": self.name, "docstatus": ("<", 2)}):
+			frappe.throw(
+				_(
+					"Cannot change Item {0} from serialized to non-serialized because a Serial and Batch Bundle exists for it. Please delete or cancel the Serial and Batch Bundle first."
+				).format(frappe.bold(self.name)),
+				title=_("Serial and Batch Bundle Exists"),
+			)
+
 	def _get_linked_submitted_documents(self, changed_fields: list[str]) -> dict[str, str] | None:
 		linked_doctypes = [
 			"Delivery Note Item",

erpnext/stock/doctype/item/test_item.py

@@ -1120,6 +1120,47 @@ class TestItem(ERPNextTestSuite):
 			sabb_qty = frappe.db.get_value("Serial and Batch Bundle", serial_and_batch_bundle, "total_qty")
 			self.assertEqual(abs(sabb_qty), properties["opening_stock"])
 
+	def test_cannot_unset_serialized_while_bundle_exists(self):
+		from erpnext.stock.doctype.serial_and_batch_bundle.test_serial_and_batch_bundle import (
+			make_serial_batch_bundle,
+		)
+
+		item = make_item(
+			properties={"has_serial_no": 1, "is_stock_item": 1, "serial_no_series": "TSN-UNSET-.####"}
+		).name
+
+		serial_no = f"{item}-SN-01"
+		frappe.get_doc(
+			{"doctype": "Serial No", "serial_no": serial_no, "item_code": item, "company": "_Test Company"}
+		).insert()
+
+		# A draft (unsubmitted) Serial and Batch Bundle for the item must block the change.
+		bundle = make_serial_batch_bundle(
+			{
+				"item_code": item,
+				"warehouse": "_Test Warehouse - _TC",
+				"company": "_Test Company",
+				"qty": 1,
+				"rate": 100,
+				"voucher_type": "Stock Entry",
+				"serial_nos": [serial_no],
+				"type_of_transaction": "Inward",
+				"do_not_submit": True,
+				"ignore_sabb_validation": True,
+			}
+		)
+
+		doc = frappe.get_doc("Item", item)
+		doc.has_serial_no = 0
+		self.assertRaises(frappe.ValidationError, doc.save)
+
+		# Once the bundle is removed, the item can be made non-serialized.
+		frappe.delete_doc("Serial and Batch Bundle", bundle.name, force=True)
+		doc = frappe.get_doc("Item", item)
+		doc.has_serial_no = 0
+		doc.save()
+		self.assertEqual(frappe.db.get_value("Item", item, "has_serial_no"), 0)
+
 
 def set_item_variant_settings(fields):
 	doc = frappe.get_doc("Item Variant Settings")

erpnext/stock/doctype/purchase_receipt/services/reservation.py

@@ -63,6 +63,13 @@ class PurchaseReceiptStockReservation:
 			return
 
 		production_plan_references = self.get_production_plan_references()
+		if not production_plan_references:
+			return
+
+		reservable_plans = self.get_reservable_production_plans(production_plan_references)
+		if not reservable_plans:
+			return
+
 		production_plan_items = []
 		doc.reload()
 
@@ -70,6 +77,9 @@ class PurchaseReceiptStockReservation:
 		for row in doc.items:
 			if row.material_request_item and row.material_request_item in production_plan_references:
 				_ref = production_plan_references[row.material_request_item]
+				if _ref.production_plan not in reservable_plans:
+					continue
+
 				docnames.append(_ref.production_plan)
 				row.update(
 					{
@@ -95,6 +105,25 @@ class PurchaseReceiptStockReservation:
 				docnames, from_doctype="Production Plan", to_doctype="Work Order"
 			)
 
+	def get_reservable_production_plans(self, production_plan_references: frappe._dict) -> set:
+		"""Production Plans that opted into stock reservation (``reserve_stock``).
+
+		A Production Plan only gets this flag set if "Auto Reserve Stock" was enabled in
+		Stock Settings when it was created, or the user ticked "Reserve Stock" manually.
+		Without this check, a Purchase Receipt would auto-reserve stock for every
+		Production Plan whenever "Enable Stock Reservation" is on, ignoring both of those.
+		"""
+		plan_names = {ref.production_plan for ref in production_plan_references.values()}
+		return {
+			p.name
+			for p in frappe.get_all(
+				"Production Plan",
+				filters={"name": ["in", list(plan_names)]},
+				fields=["name", "reserve_stock"],
+			)
+			if p.reserve_stock
+		}
+
 	def get_production_plan_references(self) -> frappe._dict:
 		production_plan_references = frappe._dict()
 		material_request_items = []

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:
@@ -510,7 +511,7 @@ def repost_gl_entries(doc):
 	transactions = directly_dependent_transactions + list(repost_affected_transaction)
 
 	# handle stock delivered but not billed ledger entries
-	if frappe.get_cached_value("Company", doc.company, "stock_delivered_but_not_billed"):
+	if frappe.get_cached_value("Company", doc.company, "enable_stock_delivered_but_not_billed"):
 		_update_post_delivery_billed_vouchers(transactions)
 
 	enable_separate_reposting_for_gl = frappe.db.get_single_value(

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/get_item_details.py

@@ -455,6 +455,7 @@ def get_basic_details(ctx: frappe._dict, item, overwrite_warehouse=True) -> frap
 		[
 			"stock_delivered_but_not_billed",
 			"disable_sdbnb_in_sr",
+			"enable_stock_delivered_but_not_billed",
 		],
 		as_dict=True,
 	)
@@ -464,6 +465,7 @@ def get_basic_details(ctx: frappe._dict, item, overwrite_warehouse=True) -> frap
 		and ctx.is_stock_item
 		and company_values
 		and company_values.stock_delivered_but_not_billed
+		and company_values.enable_stock_delivered_but_not_billed
 		and not ctx.get("is_fixed_asset")
 		and not ctx.get("is_subcontracted")
 	):

erpnext/stock/report/cogs_by_item_group/test_cogs_by_item_group.py

@@ -4,15 +4,18 @@
 import frappe
 
 from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
+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.cogs_by_item_group.cogs_by_item_group import execute
 from erpnext.tests.utils import ERPNextTestSuite
 
+COMPANY = "_Test Company with perpetual inventory"
+
 
 class TestCogsByItemGroup(ERPNextTestSuite):
 	def run_report(self, **extra) -> list:
 		filters = frappe._dict(
-			company="_Test Company with perpetual inventory",
+			company=COMPANY,
 			from_date="2026-01-01",
 			to_date="2026-12-31",
 		)
@@ -20,16 +23,21 @@ class TestCogsByItemGroup(ERPNextTestSuite):
 		return execute(filters)[1]
 
 	def test_cogs_for_item_group(self):
-		# Reuse the bootstrap item `_Test Item` (item group `_Test Item Group`).
-		# It has zero stock in `Stores - TCP1`, so this receipt starts from a clean balance.
-		item = "_Test Item"
+		# A dedicated item group with a single item keeps `agg_value` scoped to this
+		# test's COGS. The report sums COGS up the whole item-group tree keyed on the
+		# company's default expense account, so a shared group would accumulate COGS
+		# booked by any other test/fixture for the same company within the date range.
+		# The group name is unique per run so items created by earlier runs (which
+		# reuse a fixed group name) can't inflate the total either.
+		item_group = make_item_group(f"_Test COGS Item Group {frappe.generate_hash(length=6)}")
+		item = make_item(properties={"is_stock_item": 1, "item_group": item_group}).name
 
 		make_stock_entry(
 			item_code=item,
 			to_warehouse="Stores - TCP1",
 			qty=10,
 			rate=100,
-			company="_Test Company with perpetual inventory",
+			company=COMPANY,
 			posting_date="2026-06-01",
 		)
 
@@ -40,7 +48,7 @@ class TestCogsByItemGroup(ERPNextTestSuite):
 			qty=4,
 			rate=150,
 			warehouse="Stores - TCP1",
-			company="_Test Company with perpetual inventory",
+			company=COMPANY,
 			update_stock=1,
 			cost_center="Main - TCP1",
 			parent_cost_center="Main - TCP1",
@@ -51,7 +59,20 @@ class TestCogsByItemGroup(ERPNextTestSuite):
 		)
 
 		data = self.run_report()
-		rows = [row for row in data if "_Test Item Group" in row.get("item_group")]
-		self.assertTrue(rows, "No row found for _Test Item Group")
+		rows = [row for row in data if item_group in row.get("item_group")]
+		self.assertTrue(rows, "No row found for the dedicated item group")
 		# 4 units delivered at 100 valuation rate -> 400 COGS.
 		self.assertEqual(rows[0].get("cogs_debit"), 400)
+
+
+def make_item_group(name: str) -> str:
+	if not frappe.db.exists("Item Group", name):
+		frappe.get_doc(
+			{
+				"doctype": "Item Group",
+				"item_group_name": name,
+				"parent_item_group": "All Item Groups",
+				"is_group": 0,
+			}
+		).insert()
+	return name

erpnext/stock/report/incorrect_balance_qty_after_transaction/test_incorrect_balance_qty_after_transaction.py

@@ -3,6 +3,7 @@
 
 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_balance_qty_after_transaction.incorrect_balance_qty_after_transaction import (
 	execute,
@@ -28,6 +29,30 @@ class TestIncorrectBalanceQtyAfterTransaction(ERPNextTestSuite):
 		flagged = [row for row in data if row.get("item_code") == item]
 		self.assertEqual(flagged, [])
 
+	def test_inconsistent_balance_qty_is_flagged(self):
+		# a unique item keeps this SLE the only ledger entry for the item/warehouse
+		item = make_item(properties={"is_stock_item": 1}).name
+		entry = make_stock_entry(
+			item_code=item, to_warehouse=WAREHOUSE, qty=10, rate=100, posting_date="2026-06-01"
+		)
+
+		# Corrupt the running balance so it no longer matches the cumulative actual_qty --
+		# exactly the inconsistency this report exists to detect. set_value bypasses the
+		# ledger recompute that would otherwise keep the two in sync.
+		sle_name = frappe.db.get_value(
+			"Stock Ledger Entry",
+			{"voucher_no": entry.name, "item_code": item, "warehouse": WAREHOUSE},
+			"name",
+		)
+		frappe.db.set_value("Stock Ledger Entry", sle_name, "qty_after_transaction", 5)
+
+		flagged = [row for row in self.run_report(item_code=item) if row.get("name") == sle_name]
+		self.assertEqual(len(flagged), 1, "The tampered stock ledger entry should be flagged")
+		row = flagged[0]
+		self.assertEqual(row["expected_balance_qty"], 10)  # cumulative actual_qty
+		self.assertEqual(row["qty_after_transaction"], 5)  # tampered balance
+		self.assertEqual(row["differnce"], 5)
+
 	def test_sequence_of_movements_not_flagged(self):
 		item = "_Test Item 2"
 		make_stock_entry(item_code=item, to_warehouse=WAREHOUSE, qty=20, rate=50, posting_date="2026-06-01")

erpnext/stock/report/item_wise_consumption/test_item_wise_consumption.py

@@ -4,6 +4,7 @@
 import frappe
 
 from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note
+from erpnext.stock.doctype.item.test_item import make_item
 from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
 from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
 from erpnext.stock.report.item_wise_consumption.item_wise_consumption import execute
@@ -22,7 +23,9 @@ class TestItemWiseConsumption(ERPNextTestSuite):
 		return execute(filters)[1]
 
 	def test_consumed_vs_delivered_split(self):
-		item = "_Test Item"
+		# a uniquely-named item guarantees no residual stock/consumption from other
+		# tests leaks in -- the report aggregates an item across all warehouses.
+		item = make_item(properties={"is_stock_item": 1}).name
 		# purchase receipt gives the supplier mapping and stocks the item
 		make_purchase_receipt(
 			item_code=item,
@@ -41,5 +44,7 @@ class TestItemWiseConsumption(ERPNextTestSuite):
 		self.assertEqual(row[5], 400)  # consumed amount
 		self.assertEqual(row[6], 3)  # delivered qty
 		self.assertEqual(row[7], 300)  # delivered amount
-		self.assertEqual(row[8], 7)  # total qty
+		self.assertEqual(row[8], 7)  # total qty = consumed + delivered
+		self.assertEqual(row[9], 700)  # total amount = consumed + delivered amount
+		self.assertEqual(row[9], row[5] + row[7])  # total aggregates the two amounts
 		self.assertIn("_Test Supplier", row[10])