ci: Rebuild mysqlclient

.coderabbit.yml

@@ -1,12 +0,0 @@
-reviews:
-  auto_review:
-    ignore_title_keywords:
-      - "sync translations"
-      - "update POT file"
-      - "style: "
-  review_status: false
-  poem: false
-  collapse_walkthrough: true
-  sequence_diagrams: false
-  changed_files_summary: false
-  high_level_summary: false

.git-blame-ignore-revs

@@ -45,9 +45,3 @@ d827ed21adc7b36047e247cbb0dc6388d048a7f9
 
 # `frappe.flags.in_test` => `frappe.in_test`
 7a482a69985c952de0e8193c9d4e086aee65ee6d
-
-# these commits actually changed something valuable
-# but they have a lot of whitespace changes that make blame noisy
-# PR: https://github.com/frappe/erpnext/pull/49816
-3ffd50c772735877b330d010c1058f623da8721d
-0e8f8677b8eb31e7834f72d1c6314d3c3f392ca6

.github/CONTRIBUTING.md

@@ -1,4 +1,4 @@
-### Introduction (for first timers)
+### Introduction (first timers)
 
 Thank you for your interest in raising an Issue with ERPNext. An Issue could mean a bug report or a request for a missing feature. By raising a bug report, you are contributing to the development of ERPNext and this is the first step of participating in the community. Bug reports are very helpful for developers as they quickly fix the issue before other users start facing it.
 
@@ -6,31 +6,31 @@ Feature requests are also a great way to take the product forward. New ideas can
 
 When you are raising an Issue, you should keep a few things in mind. Remember that the developer does not have access to your machine so you must give all the information you can while raising an Issue. If you are suggesting a feature, you should be very clear about what you want.
 
-The Issue list is not the right place to ask a question or start a general discussion. If you want to do that, then the right place is the forum [https://discuss.frappe.io](https://discuss.frappe.io/c/erpnext/6).
+The Issue list is not the right place to ask a question or start a general discussion. If you want to do that , then the right place is the forum [https://discuss.erpnext.com](https://discuss.erpnext.com).
 
 ### Reply and Closing Policy
 
-If your issue is not clear or does not meet the guidelines, then it will be closed. If it is closed, please supply the requested information and re-open it.
+If your issue is not clear or does not meet the guidelines, then it will be closed. If it is closed, please supply the information asked and re-open it.
 
 ### General Issue Guidelines
 
-1. **Search existing Issues:** Before raising an Issue, search if it has been raised before. Maybe add a 👍 or give additional help by creating a mockup if it is not already created.
-2. **Report each issue separately:** Don't club multiple, unrelated issues in one note.
-3. **Brief:** Please don't include long explanations. Use screenshots and bullet points instead of descriptive paragraphs.
+1. **Search existing Issues:** Before raising a Issue, search if it has been raised before. Maybe add a 👍 or give additional help by creating a mockup if it is not already created.
+1. **Report each issue separately:** Don't club multiple, unreleated issues in one note.
+1. **Brief:** Please don't include long explanations. Use screenshots and bullet points instead of descriptive paragraphs.
 
 ### Bug Report Guidelines
 
 1. **Steps to Reproduce:** The bug report must have a list of steps needed to reproduce a bug. If we cannot reproduce it, then we cannot solve it.
-2. **Version Number:** Please add the version number in your report. Often a bug is fixed in the latest version.
-3. **Clear Title:** Add a clear subject to your bug report like "Unable to submit Purchase Order without Basic Rate" instead of just "Cannot Submit".
-4. **Screenshots:** Screenshots are a great way of communicating issues. Try adding annotations or using LICEcap to take a screencast in `.gif` format.
+1. **Version Number:** Please add the version number in your report. Often a bug is fixed in the latest version
+1. **Clear Title:** Add a clear subject to your bug report like "Unable to submit Purchase Order without Basic Rate" instead of just "Cannot Submit"
+1. **Screenshots:** Screenshots are a great way of communicating issues. Try adding annotations or using LiceCAP to take a screencast in `gif`.
 
 ### Feature Request Guidelines
 
-1. **Clarity:** Clearly specify how you want the feature to behave. Don't just say "I would like multiple PDF formats", instead say "Ability to add multiple print formats for customers with different languages".
-2. **Solution:** Try to identify what the feature should look like.
-3. **Mockups:** Mockups are a great way to explain your requirement.
+1. **Clarity:** Clearly specify how do you want the feature to behave. Don't just say "I would like multiple PDF formats", say that "Ability to add multiple print formats for customers with different languages".
+1. **Solution:** Try and identify how the feature should look like.
+1. **Mockups:** Mockups are a great way to explain your requirement.
 
-### What if my issue is closed
+### What if my Issue is closed
 
 Don't worry, take the feedback, supply the correct information and re-open it!

.github/ISSUE_TEMPLATE/bug_report.yaml

@@ -9,7 +9,7 @@ body:
         Welcome to ERPNext issue tracker! Before creating an issue, please heed the following:
 
         1. This tracker should only be used to report bugs and request features / enhancements to ERPNext
-            - For questions and general support, checkout the [user manual](https://docs.erpnext.com/) or use [forum](https://discuss.frappe.io/c/erpnext/6)
+            - For questions and general support, checkout the [user manual](https://docs.erpnext.com/) or use [forum](https://discuss.erpnext.com)
             - For documentation issues, propose edit on [documentation site](https://docs.erpnext.com/) directly.
         2. When making a bug report, make sure you provide all required information. The easier it is for
            maintainers to reproduce, the faster it'll be fixed.
@@ -60,7 +60,7 @@ body:
       description: Share exact version number of Frappe and ERPNext you are using.
       placeholder: |
         Frappe version -
-        ERPNext version -
+        ERPNext Verion -
     validations:
       required: true
 

.github/ISSUE_TEMPLATE/config.yml

@@ -1,5 +1,5 @@
 blank_issues_enabled: false
 contact_links:
   - name: Community Forum
-    url: https://discuss.frappe.io/c/erpnext/6
+    url: https://discuss.erpnext.com/
     about: For general QnA, discussions and community help.

.github/ISSUE_TEMPLATE/feature_request.md

@@ -1,6 +1,6 @@
 ---
 name: Feature request
-about: Suggest an idea or enhancement for ERPNext
+about: Suggest an idea to improve ERPNext
 title: ''
 labels: feature-request
 assignees: ''
@@ -11,27 +11,23 @@ assignees: ''
 Welcome to ERPNext issue tracker! Before creating an issue, please heed the following:
 
 1. This tracker should only be used to report bugs and request features / enhancements to ERPNext
-    - For questions and general support, checkout the manual https://docs.erpnext.com or use https://discuss.frappe.io/c/erpnext/6
+    - For questions and general support, checkout the manual https://erpnext.com/docs/user/manual/en or use https://discuss.erpnext.com
 2. Use the search function before creating a new issue. Duplicates will be closed and directed to
    the original discussion.
 3. When making a feature request, make sure to be as verbose as possible. The better you convey your message, the greater the drive to make it happen.
 
 
-Please keep in mind that we get many requests and we can't possibly work on all of them, we prioritize development based on the goals of the product and organization. Feature requests are still welcome as it helps us in research when we do decide to work on the requested feature. 
+Please keep in mind that we get many many requests and we can't possibly work on all of them, we prioritize development based on the goals of the product and organization. Feature requests are still welcome as it helps us in research when we do decide to work on the requested feature. 
 
-If you're in urgent need of a feature, please try the following channels to get paid developments done quickly:
+If you're in urgent need to a feature, please try the following channels to get paid developments done quickly:
 1. Certified ERPNext partners: https://erpnext.com/partners 
-2. Developer community on ERPNext forums: https://discuss.frappe.io/c/framework/5  
+2. Developer community on ERPNext forums: https://discuss.erpnext.com/c/developers/5 
 3. Telegram group for ERPNext/Frappe development work: https://t.me/erpnext_opps 
 
 -->
-## Before Submitting
-- [ ] I searched existing issues and confirmed this is not a duplicate
-- [ ] This is a feature request, not a bug or support question
-- [ ] For support: https://discuss.frappe.io/c/erpnext/6
 
 **Is your feature request related to a problem? Please describe.**
-A clear and concise description of what the problem is. Ex. As a [role], I have to [painful task] because [missing feature].
+A clear and concise description of what the problem is. Ex. I'm always frustrated when [...]
 
 **Describe the solution you'd like**
 A clear and concise description of what you want to happen.
@@ -39,17 +35,5 @@ A clear and concise description of what you want to happen.
 **Describe alternatives you've considered**
 A clear and concise description of any alternative solutions or features you've considered.
 
-**Impact**
-<!-- Check one: -->
-- [ ] Blocks critical workflow — no viable workaround
-- [ ] Significant friction — workaround exists but is painful
-- [ ] Nice to have — minor improvement
-
 **Additional context**
 Add any other context or screenshots about the feature request here.
-
-**Environment**
-- ERPNext Version: <!-- Find this in Help > About, e.g. v15.12.0 -->
-- Frappe Version: <!-- Find this in Help > About, e.g. v15.10.0 -->
-- Deployment: <!-- Frappe Cloud / Self-hosted / ERPNext Cloud -->
-

.github/helper/install.sh

@@ -4,10 +4,14 @@ set -e
 
 cd ~ || exit
 
+
+curl -LsS https://r.mariadb.com/downloads/mariadb_repo_setup | sudo bash
 sudo apt update
 sudo apt remove mysql-server mysql-client
 sudo apt install libcups2-dev redis-server mariadb-client libmariadb-dev
 
+pip cache remove mysqlclient
+
 pip install frappe-bench
 
 githubbranch=${GITHUB_BASE_REF:-${GITHUB_REF##*/}}

.github/workflows/backport.yml

@@ -14,7 +14,7 @@ jobs:
     timeout-minutes: 60
     steps:
       - name: Checkout Actions
-        uses: actions/checkout@v6
+        uses: actions/checkout@v2
         with:
           repository: "frappe/backport"
           path: ./actions

.github/workflows/docs-checker.yml

@@ -13,12 +13,12 @@ jobs:
 
     steps:
       - name: 'Setup Environment'
-        uses: actions/setup-python@v6
+        uses: actions/setup-python@v2
         with:
           python-version: '3.10'
 
       - name: 'Clone repo'
-        uses: actions/checkout@v6
+        uses: actions/checkout@v2
 
       - name: Validate Docs
         env:

.github/workflows/generate-pot-file.yml

@@ -15,25 +15,20 @@ jobs:
     strategy:
       fail-fast: false
       matrix:
-        branch: ["develop", "version-16-hotfix"]
+        branch: ["develop"]
     permissions:
       contents: write
 
     steps:
         - name: Checkout
-          uses: actions/checkout@v6
+          uses: actions/checkout@v4
           with:
             ref: ${{ matrix.branch }}
 
         - name: Setup Python
-          uses: actions/setup-python@v6
+          uses: actions/setup-python@v5
           with:
-            python-version: "3.14"
-
-        - name: Setup Node
-          uses: actions/setup-node@v6
-          with:
-            node-version: 24
+            python-version: "3.12"
 
         - name: Run script to update POT file
           run: |

.github/workflows/initiate_release.yml

@@ -19,7 +19,7 @@ jobs:
     strategy:
       fail-fast: false
       matrix:
-        version: ["15", "16"]
+        version: ["14", "15"]
 
     steps:
       - uses: octokit/request-action@v2.x

.github/workflows/linters.yml

@@ -12,12 +12,12 @@ jobs:
     name: linters
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v6
+      - uses: actions/checkout@v3
 
-      - name: Set up Python 3.14
-        uses: actions/setup-python@v6
+      - name: Set up Python 3.10
+        uses: actions/setup-python@v4
         with:
-          python-version: '3.14'
+          python-version: '3.10'
           cache: pip
 
       - name: Install and Run Pre-commit
@@ -27,12 +27,12 @@ jobs:
     name: semgrep
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v6
+      - uses: actions/checkout@v3
 
-      - name: Set up Python 3.14
-        uses: actions/setup-python@v6
+      - name: Set up Python 3.10
+        uses: actions/setup-python@v4
         with:
-          python-version: '3.14'
+          python-version: '3.10'
           cache: pip
 
       - name: Download Semgrep rules
@@ -43,6 +43,3 @@ jobs:
 
       - name: Run Semgrep rules
         run: semgrep ci --config ./frappe-semgrep-rules/rules --config r/python.lang.correctness
-
-      - name: Semgrep for Test Correctness
-        run: semgrep ci --include=**/test_*.py --config ./semgrep/test-correctness.yml

.github/workflows/patch.yml

@@ -8,9 +8,6 @@ on:
       - '**.md'
       - '**.html'
       - '**.csv'
-      - 'crowdin.yml'
-      - '.coderabbit.yml'
-      - '.mergify.yml'
   workflow_dispatch:
 
 permissions:
@@ -29,7 +26,7 @@ jobs:
 
     services:
       mysql:
-        image: mariadb:11.8
+        image: mariadb:10.6
         env:
           MARIADB_ROOT_PASSWORD: 'root'
         ports:
@@ -38,7 +35,7 @@ jobs:
 
     steps:
       - name: Clone
-        uses: actions/checkout@v6
+        uses: actions/checkout@v4
 
       - name: Check for valid Python & Merge Conflicts
         run: |
@@ -49,17 +46,14 @@ jobs:
           fi
 
       - name: Setup Python
-        uses: actions/setup-python@v6
+        uses: actions/setup-python@v5
         with:
-          python-version: |
-            3.11
-            3.13
-            3.14
+          python-version: '3.11'
 
       - name: Setup Node
-        uses: actions/setup-node@v6
+        uses: actions/setup-node@v4
         with:
-          node-version: 24
+          node-version: 18
           check-latest: true
 
       - name: Add to Hosts
@@ -88,7 +82,7 @@ jobs:
 
       - name: Get yarn cache directory path
         id: yarn-cache-dir-path
-        run: echo "dir=$(yarn cache dir)" >> $GITHUB_OUTPUT
+        run: echo "::set-output name=dir::$(yarn cache dir)"
 
       - uses: actions/cache@v4
         id: yarn-cache
@@ -113,8 +107,8 @@ jobs:
           jq 'del(.install_apps)' ~/frappe-bench/sites/test_site/site_config.json > tmp.json
           mv tmp.json ~/frappe-bench/sites/test_site/site_config.json
 
-          wget https://frappe.io/files/erpnext-v14.sql.gz
-          bench --site test_site --force restore ~/frappe-bench/erpnext-v14.sql.gz
+          wget https://erpnext.com/files/v13-erpnext.sql.gz
+          bench --site test_site --force restore ~/frappe-bench/v13-erpnext.sql.gz
 
           git -C "apps/frappe" remote set-url upstream https://github.com/frappe/frappe.git
           git -C "apps/erpnext" remote set-url upstream https://github.com/frappe/erpnext.git
@@ -135,15 +129,15 @@ jobs:
             # Resetup env and install apps
             pgrep honcho | xargs kill
             rm -rf ~/frappe-bench/env
-            bench -v setup env --python python$2
+            bench -v setup env
             bench pip install -e ./apps/erpnext
             bench start &>> ~/frappe-bench/bench_start.log &
 
             bench --site test_site migrate
           }
 
-          update_to_version 15 3.13
-          update_to_version 16 3.14
+          update_to_version 14
+          update_to_version 15
 
           echo "Updating to latest version"
           git -C "apps/frappe" fetch --depth 1 upstream "${GITHUB_BASE_REF:-${GITHUB_REF##*/}}"

.github/workflows/patch_faux.yml

@@ -10,9 +10,6 @@ on:
       - "**.md"
       - "**.html"
       - "**.csv"
-      - 'crowdin.yml'
-      - '.coderabbit.yml'
-      - '.mergify.yml'
 
 permissions:
   contents: read

.github/workflows/release.yml

@@ -13,12 +13,12 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout Entire Repository
-        uses: actions/checkout@v6
+        uses: actions/checkout@v2
         with:
           fetch-depth: 0
           persist-credentials: false
       - name: Setup Node.js
-        uses: actions/setup-node@v6
+        uses: actions/setup-node@v2
         with:
           node-version: 20
       - name: Setup dependencies

.github/workflows/run-indinvidual-tests.yml

@@ -4,8 +4,8 @@ on:
   workflow_dispatch:
 
 concurrency:
-  group: server-individual-tests-lightmode-develop
-  cancel-in-progress: true
+  group: server-individual-tests-develop-${{ github.event_name }}-${{ github.event.number || github.event_name == 'workflow_dispatch' && github.run_id || '' }}
+  cancel-in-progress: false
 
 permissions:
   contents: read
@@ -17,11 +17,11 @@ jobs:
       matrix: ${{ steps.set-matrix.outputs.matrix }}
     steps:
     - name: Clone
-      uses: actions/checkout@v6
+      uses: actions/checkout@v4
     - id: set-matrix
       run: |
         # Use grep and find to get the list of test files
-        matrix=$(find . -path '*/test_*.py' | xargs grep -l 'def test_' | sort | awk '{
+        matrix=$(find . -path '*/doctype/*/test_*.py' | xargs grep -l 'def test_' | awk '{
             # Remove ./ prefix, file extension, and replace / with .
             gsub(/^\.\//, "", $0)
             gsub(/\.py$/, "", $0)
@@ -58,7 +58,6 @@ jobs:
     strategy:
       fail-fast: false
       matrix: ${{fromJson(needs.discover.outputs.matrix)}}
-      max-parallel: 14
 
     name: Test
 
@@ -73,17 +72,17 @@ jobs:
 
     steps:
       - name: Clone
-        uses: actions/checkout@v6
+        uses: actions/checkout@v4
 
       - name: Setup Python
-        uses: actions/setup-python@v6
+        uses: actions/setup-python@v5
         with:
-          python-version: '3.14'
+          python-version: '3.12'
 
       - name: Setup Node
-        uses: actions/setup-node@v6
+        uses: actions/setup-node@v4
         with:
-          node-version: 24
+          node-version: 18
           check-latest: true
 
       - name: Add to Hosts
@@ -112,7 +111,7 @@ jobs:
 
       - name: Get yarn cache directory path
         id: yarn-cache-dir-path
-        run: echo "dir=$(yarn cache dir)" >> $GITHUB_OUTPUT
+        run: echo "::set-output name=dir::$(yarn cache dir)"
 
       - uses: actions/cache@v4
         id: yarn-cache
@@ -131,13 +130,4 @@ jobs:
           FRAPPE_BRANCH: ${{ github.event.inputs.branch }}
 
       - name: Run Tests
-        run: |
-          site_name=$(echo "${{matrix.test}}" | sed -e 's/.*\.\(test_.*$\)/\1/')
-          echo "$site_name"
-          mkdir ~/frappe-bench/sites/$site_name
-          cp -r "${GITHUB_WORKSPACE}/.github/helper/site_config_mariadb.json" ~/frappe-bench/sites/$site_name/site_config.json
-          cd ~/frappe-bench/
-          bench --site $site_name reinstall --yes
-          bench --site $site_name set-config allow_tests true
-          bench --site $site_name run-tests --module ${{ matrix.test }} --lightmode
-
+        run: 'cd ~/frappe-bench/ && bench --site test_site run-tests --app erpnext --module ${{ matrix.test }}'

.github/workflows/semantic-commits.yml

@@ -15,11 +15,11 @@ jobs:
     name: Check Commit Titles
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v6
+      - uses: actions/checkout@v3
         with:
           fetch-depth: 200
 
-      - uses: actions/setup-node@v6
+      - uses: actions/setup-node@v3
         with:
           node-version: 18
           check-latest: true

.github/workflows/server-tests-mariadb-faux.yml

@@ -7,12 +7,8 @@ on:
     paths:
       - "**.js"
       - "**.css"
-      - "**.svg"
       - "**.md"
       - "**.html"
-      - 'crowdin.yml'
-      - '.coderabbit.yml'
-      - '.mergify.yml'
 
 permissions:
   contents: read

.github/workflows/server-tests-mariadb.yml

@@ -7,12 +7,8 @@ on:
     paths-ignore:
       - '**.js'
       - '**.css'
-      - '**.svg'
       - '**.md'
       - '**.html'
-      - 'crowdin.yml'
-      - '.coderabbit.yml'
-      - '.mergify.yml'
   schedule:
     # Run everday at midnight UTC / 5:30 IST
     - cron: "0 0 * * *"
@@ -41,7 +37,6 @@ jobs:
     runs-on: ubuntu-latest
     timeout-minutes: 60
     env:
-      TZ: 'Asia/Kolkata'
       NODE_ENV: "production"
       WITH_COVERAGE: ${{ github.event_name != 'pull_request' }}
 
@@ -57,7 +52,6 @@ jobs:
       mysql:
         image: mariadb:10.6
         env:
-          TZ: 'Asia/Kolkata'
           MARIADB_ROOT_PASSWORD: 'root'
         ports:
           - 3306:3306
@@ -65,12 +59,12 @@ jobs:
 
     steps:
       - name: Clone
-        uses: actions/checkout@v6
+        uses: actions/checkout@v4
 
       - name: Setup Python
-        uses: actions/setup-python@v6
+        uses: actions/setup-python@v5
         with:
-          python-version: '3.14'
+          python-version: '3.12'
 
       - name: Check for valid Python & Merge Conflicts
         run: |
@@ -81,9 +75,9 @@ jobs:
           fi
 
       - name: Setup Node
-        uses: actions/setup-node@v6
+        uses: actions/setup-node@v4
         with:
-          node-version: 24
+          node-version: 18
           check-latest: true
 
       - name: Add to Hosts
@@ -112,7 +106,7 @@ jobs:
 
       - name: Get yarn cache directory path
         id: yarn-cache-dir-path
-        run: echo "dir=$(yarn cache dir)" >> $GITHUB_OUTPUT
+        run: echo "::set-output name=dir::$(yarn cache dir)"
 
       - uses: actions/cache@v4
         id: yarn-cache
@@ -131,9 +125,10 @@ jobs:
           FRAPPE_BRANCH: ${{ github.event.client_payload.sha || github.event.inputs.branch }}
 
       - name: Run Tests
-        run: 'cd ~/frappe-bench/ && bench --site test_site run-parallel-tests --lightmode --app erpnext --total-builds ${{ strategy.job-total }} --build-number ${{ matrix.container }} --with-coverage'
+        run: 'cd ~/frappe-bench/ && bench --site test_site run-parallel-tests --app erpnext --total-builds ${{ strategy.job-total }} --build-number ${{ matrix.container }}'
         env:
           TYPE: server
+          CAPTURE_COVERAGE: ${{ github.event_name != 'pull_request' }}
 
 
       - name: Show bench output
@@ -142,6 +137,7 @@ jobs:
 
       - name: Upload coverage data
         uses: actions/upload-artifact@v4
+        if: github.event_name != 'pull_request'
         with:
           name: coverage-${{ matrix.container }}
           path: /home/runner/frappe-bench/sites/coverage.xml
@@ -150,9 +146,10 @@ jobs:
     name: Coverage Wrap Up
     needs: test
     runs-on: ubuntu-latest
+    if: ${{ github.event_name != 'pull_request' }}
     steps:
       - name: Clone
-        uses: actions/checkout@v6
+        uses: actions/checkout@v4
 
       - name: Download artifacts
         uses: actions/download-artifact@v4

.github/workflows/server-tests-postgres.yml

@@ -6,9 +6,6 @@ on:
       - '**.js'
       - '**.md'
       - '**.html'
-      - 'crowdin.yml'
-      - '.coderabbit.yml'
-      - '.mergify.yml'
     types: [opened, labelled, synchronize, reopened]
 
 concurrency:
@@ -47,12 +44,12 @@ jobs:
     steps:
 
       - name: Clone
-        uses: actions/checkout@v6
+        uses: actions/checkout@v4
 
       - name: Setup Python
-        uses: actions/setup-python@v6
+        uses: actions/setup-python@v5
         with:
-          python-version: '3.14'
+          python-version: '3.12'
 
       - name: Check for valid Python & Merge Conflicts
         run: |
@@ -63,9 +60,9 @@ jobs:
           fi
 
       - name: Setup Node
-        uses: actions/setup-node@v6
+        uses: actions/setup-node@v4
         with:
-          node-version: 24
+          node-version: 18
           check-latest: true
 
       - name: Add to Hosts
@@ -94,7 +91,7 @@ jobs:
 
       - name: Get yarn cache directory path
         id: yarn-cache-dir-path
-        run: echo "dir=$(yarn cache dir)" >> $GITHUB_OUTPUT
+        run: echo "::set-output name=dir::$(yarn cache dir)"
 
       - uses: actions/cache@v4
         id: yarn-cache

.mergify.yml

@@ -50,15 +50,6 @@ pull_request_rules:
           - version-15-hotfix
         assignees:
           - "{{ author }}"
-  - name: backport to version-16-hotfix
-    conditions:
-      - label="backport version-16-hotfix"
-    actions:
-      backport:
-        branches:
-          - version-16-hotfix
-        assignees:
-          - "{{ author }}"
   - name: Automatic merge on CI success and review
     conditions:
       - status-success=linters

.pre-commit-config.yaml

@@ -32,6 +32,8 @@ repos:
                 cypress/.*|
                 .*node_modules.*|
                 .*boilerplate.*|
+                erpnext/public/js/controllers/.*|
+                erpnext/templates/pages/order.js|
                 erpnext/templates/includes/.*
             )$
 

CODEOWNERS

@@ -7,17 +7,18 @@ erpnext/accounts/               @ruthra-kumar
 erpnext/assets/                 @khushi8112
 erpnext/regional                @ruthra-kumar
 erpnext/selling                 @ruthra-kumar
+erpnext/support/                @ruthra-kumar
+pos*                            
 
-erpnext/buying/                 @rohitwaghchaure @mihir-kandoi
-erpnext/maintenance/            @rohitwaghchaure @mihir-kandoi
-erpnext/manufacturing/          @rohitwaghchaure @mihir-kandoi
-erpnext/quality_management/     @rohitwaghchaure @mihir-kandoi
-erpnext/stock/                  @rohitwaghchaure @mihir-kandoi
-erpnext/subcontracting/         @mihir-kandoi
-erpnext/projects/               @nishkagosalia
+erpnext/buying/                 @rohitwaghchaure
+erpnext/maintenance/            @rohitwaghchaure
+erpnext/manufacturing/          @rohitwaghchaure
+erpnext/quality_management/     @rohitwaghchaure
+erpnext/stock/                  @rohitwaghchaure
+erpnext/subcontracting          @rohitwaghchaure
 
-erpnext/controllers/            @ruthra-kumar @rohitwaghchaure @mihir-kandoi
-erpnext/patches/                @ruthra-kumar @rohitwaghchaure @mihir-kandoi
+erpnext/controllers/            @ruthra-kumar @rohitwaghchaure
+erpnext/patches/                @ruthra-kumar
 
-.github/                        @ruthra-kumar @mihir-kandoi
-pyproject.toml                  @ruthra-kumar
+.github/                        @ruthra-kumar
+pyproject.toml                  @akhilnarang

README.md

@@ -1,12 +1,11 @@
-
 <div align="center">
     <a href="https://frappe.io/erpnext">
-	<img src="./erpnext/public/images/v16/erpnext.svg" alt="ERPNext Logo" height="80px" width="80px"/>
+	<img src="./erpnext/public/images/v16/erpnext.svg" alt="ERPNext Logo" height="80px" width="80xp"/>
     </a>
     <h2>ERPNext</h2>
-    <div align="center">
+    <p align="center">
         <p>Powerful, Intuitive and Open-Source ERP</p>
-    </div>
+    </p>
 
 [![Learn on Frappe School](https://img.shields.io/badge/Frappe%20School-Learn%20ERPNext-blue?style=flat-square)](https://frappe.school)<br><br>
 [![CI](https://github.com/frappe/erpnext/actions/workflows/server-tests-mariadb.yml/badge.svg?event=schedule)](https://github.com/frappe/erpnext/actions/workflows/server-tests-mariadb.yml)
@@ -15,7 +14,7 @@
 </div>
 
 <div align="center">
-	<img src="./erpnext/public/images/v16/hero_image.png" alt="ERPNext Hero Image"/>
+	<img src="./erpnext/public/images/v16/hero_image.png"/>
 </div>
 
 <div align="center">
@@ -28,19 +27,19 @@
 
 ## ERPNext
 
-100% Open-Source ERP System to help you run your business.
+100% Open-Source ERP system to help you run your business.
 
 ### Motivation
 
-Running a business is a complex task - handling invoices, tracking stock, managing personnel, and other daily operations. In a market where software is sold separately to manage each of these tasks, ERPNext does all of the above and more, for free.
+Running a business is a complex task - handling invoices, tracking stock, managing personnel and even more ad-hoc activities. In a market where software is sold separately to manage each of these tasks, ERPNext does all of the above and more, for free.
 
 ### Key Features
 
 - **Accounting**: All the tools you need to manage cash flow in one place, right from recording transactions to summarizing and analyzing financial reports.
 - **Order Management**: Track inventory levels, replenish stock, and manage sales orders, customers, suppliers, shipments, deliverables, and order fulfillment.
 - **Manufacturing**: Simplifies the production cycle, helps track material consumption, exhibits capacity planning, handles subcontracting, and more!
-- **Asset Management**: From purchase to disposal, IT infrastructure to equipment. Covers every branch of your organization, all in one centralized system.
-- **Projects**: Deliver both internal and external projects on time, budget and profitability. Track tasks, timesheets, and issues by project.
+- **Asset Management**: From purchase to perishment, IT infrastructure to equipment. Cover every branch of your organization, all in one centralized system.
+- **Projects**: Delivery both internal and external Projects on time, budget and Profitability. Track tasks, timesheets, and issues by project.
 
 <details open>
 
@@ -53,7 +52,7 @@ Running a business is a complex task - handling invoices, tracking stock, managi
 
 ### Under the Hood
 
-- [**Frappe Framework**](https://github.com/frappe/frappe): A full-stack web application framework written in Python and JavaScript. The framework provides a robust foundation for building web applications, including a database abstraction layer, user authentication, and a REST API.
+- [**Frappe Framework**](https://github.com/frappe/frappe): A full-stack web application framework written in Python and Javascript. The framework provides a robust foundation for building web applications, including a database abstraction layer, user authentication, and a REST API.
 
 - [**Frappe UI**](https://github.com/frappe/frappe-ui): A Vue-based UI library, to provide a modern user interface. The Frappe UI library provides a variety of components that can be used to build single-page applications on top of the Frappe Framework.
 
@@ -61,12 +60,12 @@ Running a business is a complex task - handling invoices, tracking stock, managi
 
 ### Managed Hosting
 
-You can try [Frappe Cloud](https://frappecloud.com), a simple, user-friendly, and sophisticated [open-source](https://github.com/frappe/press) platform to host Frappe applications reliably and securely.
+You can try [Frappe Cloud](https://frappecloud.com), a simple, user-friendly and sophisticated [open-source](https://github.com/frappe/press) platform to host Frappe applications with peace of mind.
 
-It handles installation, setup, upgrades, monitoring, maintenance, and support of your Frappe deployments. It is a fully featured developer platform with an ability to manage and control multiple Frappe deployments.
+It takes care of installation, setup, upgrades, monitoring, maintenance and support of your Frappe deployments. It is a fully featured developer platform with an ability to manage and control multiple Frappe deployments.
 
 <div>
-	<a href="https://erpnext-demo.frappe.cloud/app/home" target="_blank" rel="noopener noreferrer">
+	<a href="https://erpnext-demo.frappe.cloud/app/home" target="_blank">
 		<picture>
 			<source media="(prefers-color-scheme: dark)" srcset="https://frappe.io/files/try-on-fc-white.png">
 			<img src="https://frappe.io/files/try-on-fc-black.png" alt="Try on Frappe Cloud" height="28" />
@@ -75,48 +74,25 @@ It handles installation, setup, upgrades, monitoring, maintenance, and support o
 </div>
 
 
+
 ### Self-Hosted
 #### Docker
 
-See [Frappe Docker Documentation](https://github.com/frappe/frappe_docker) for full documentation & FAQ on Docker setup
+Prerequisites: docker, docker-compose, git. Refer [Docker Documentation](https://docs.docker.com) for more details on Docker setup.
 
-#### Prerequisites
+Run following commands:
 
-- [Docker](https://docs.docker.com/get-docker/)
-- [Docker Compose v2](https://docs.docker.com/compose/)
-- [git](https://docs.github.com/en/get-started/getting-started-with-git/set-up-git)
-
-> For Docker basics and best practices refer to Docker's [documentation](https://docs.docker.com)
-
-#### Demo setup
-
-The fastest way to try ERPNext is to play in a pre-configured sandbox, in your browser, click the button below:
-
-<a href="https://labs.play-with-docker.com/?stack=https://raw.githubusercontent.com/frappe/frappe_docker/main/pwd.yml">
-  <img src="https://raw.githubusercontent.com/play-with-docker/stacks/master/assets/images/button.png" alt="Try in PWD"/>
-</a>
-
-### Try on your environment
-
-> **⚠️ Disposable demo only**
->
-> **This setup is intended for quick evaluation. Expect to throw the environment away.** You will not be able to install custom apps to this setup. For production deployments, custom configurations, and detailed explanations, see the full documentation.
-
-First clone the repo:
-
-```sh
+```
 git clone https://github.com/frappe/frappe_docker
 cd frappe_docker
-```
-
-Then run:
-
-```sh
 docker compose -f pwd.yml up -d
 ```
-Wait for a couple of minutes for ERPNext site to be created or check the `create-site` container logs before opening browser on port `8080`. (username: `Administrator`, password: `admin`)
 
-See [Frappe Docker](https://github.com/frappe/frappe_docker/blob/main/docs/01-getting-started/03-arm64.md) for ARM based docker setup
+After a couple of minutes, site should be accessible on your localhost port: 8080. Use below default login credentials to access the site.
+- Username: Administrator
+- Password: admin
+
+See [Frappe Docker](https://github.com/frappe/frappe_docker?tab=readme-ov-file#to-run-on-arm64-architecture-follow-this-instructions) for ARM based docker setup.
 
 
 ## Development Setup
@@ -124,7 +100,7 @@ See [Frappe Docker](https://github.com/frappe/frappe_docker/blob/main/docs/01-ge
 
 The Easy Way: our install script for bench will install all dependencies (e.g. MariaDB). See https://github.com/frappe/bench for more details.
 
-New passwords will be created for the ERPNext "Administrator" user, the MariaDB root user, and the Frappe user (the script displays the passwords and saves them to ~/frappe_passwords.txt).
+New passwords will be created for the ERPNext "Administrator" user, the MariaDB root user, and the frappe user (the script displays the passwords and saves them to ~/frappe_passwords.txt).
 
 
 ### Local
@@ -153,20 +129,20 @@ To setup the repository locally follow the steps mentioned below:
 
 4. Open the URL `http://erpnext.localhost:8000/app` in your browser, you should see the app running
 
-## Learning and Community
+## Learning and community
 
 1. [Frappe School](https://school.frappe.io) - Learn Frappe Framework and ERPNext from the various courses by the maintainers or from the community.
 2. [Official documentation](https://docs.erpnext.com/) - Extensive documentation for ERPNext.
-3. [Discussion Forum](https://discuss.frappe.io/c/erpnext/6) - Engage with the community of ERPNext users and service providers.
+3. [Discussion Forum](https://discuss.erpnext.com/) - Engage with community of ERPNext users and service providers.
 4. [Telegram Group](https://erpnext_public.t.me) - Get instant help from huge community of users.
 
 
 ## Contributing
 
 1. [Issue Guidelines](https://github.com/frappe/erpnext/wiki/Issue-Guidelines)
-2. [Report Security Vulnerabilities](https://erpnext.com/security)
-3. [Pull Request Requirements](https://github.com/frappe/erpnext/wiki/Contribution-Guidelines)
-4. [Translations](https://crowdin.com/project/frappe)
+1. [Report Security Vulnerabilities](https://erpnext.com/security)
+1. [Pull Request Requirements](https://github.com/frappe/erpnext/wiki/Contribution-Guidelines)
+2. [Translations](https://crowdin.com/project/frappe)
 
 
 ## Logo and Trademark Policy

SECURITY.md

@@ -1,7 +1,7 @@
 # Security Policy
 
-The ERPNext team and community take security issues seriously. To report a security issue, please go through the information mentioned [here](https://frappe.io/security).
+The ERPNext team and community take security issues seriously. To report a security issue, fill out the form at [https://erpnext.com/security/report](https://erpnext.com/security/report).
 
-You can help us make ERPNext and all its users more secure by following the [Reporting guidelines](https://frappe.io/security).
+You can help us make ERPNext and all it's users more secure by following the [Reporting guidelines](https://erpnext.com/security).
 
-We appreciate your efforts to responsibly disclose your findings. We'll endeavor to respond quickly, and will keep you updated throughout the process.
+We appreciate your efforts to responsibly disclose your findings. We'll endeavor to respond quickly, and will keep you updated throughout the process.

TRADEMARK_POLICY.md

@@ -18,9 +18,8 @@ We will grant permission to use the ERPNext name and logo for projects that meet
 
 - The primary purpose of your project is to promote the spread and improvement of the ERPNext software.
 - Your project is non-commercial in nature (it can make money to cover its costs or contribute to non-profit entities, but it cannot be run as a for-profit project or business).
-- Your project neither promotes nor is associated with entities that currently fail to comply with the GPL license under which ERPNext is distributed.
-
-If your project meets these criteria, you will be permitted to use the ERPNext name and logo to promote your project in any way you see fit with one exception: Please do not use ERPNext as part of a domain name.
+Your project neither promotes nor is associated with entities that currently fail to comply with the GPL license under which ERPNext is distributed.
+- If your project meets these criteria, you will be permitted to use the ERPNext name and logo to promote your project in any way you see fit with one exception: Please do not use ERPNext as part of a domain name.
 
 Use of the ERPNext name and logo is additionally allowed in the following situations:
 

erpnext/__init__.py

@@ -6,7 +6,7 @@ import frappe
 from frappe.model.document import Document
 from frappe.utils.user import is_website_user
 
-__version__ = "17.0.0-dev"
+__version__ = "16.0.0-dev"
 
 
 def get_default_company(user=None):

erpnext/accounts/accounts_dashboard/payments/payments.json

@@ -1,50 +0,0 @@
-{
- "cards": [
-  {
-   "card": "Total Outgoing Bills"
-  },
-  {
-   "card": "Total Incoming Bills"
-  },
-  {
-   "card": "Total Incoming Payment"
-  },
-  {
-   "card": "Total Outgoing Payment"
-  }
- ],
- "charts": [
-  {
-   "chart": "Incoming Bills (Purchase Invoice)",
-   "width": "Half"
-  },
-  {
-   "chart": "Outgoing Bills (Sales Invoice)",
-   "width": "Half"
-  },
-  {
-   "chart": "Accounts Receivable Ageing",
-   "width": "Half"
-  },
-  {
-   "chart": "Accounts Payable Ageing",
-   "width": "Half"
-  },
-  {
-   "chart": "Bank Balance",
-   "width": "Full"
-  }
- ],
- "creation": "2026-01-26 21:25:12.793893",
- "dashboard_name": "Payments",
- "docstatus": 0,
- "doctype": "Dashboard",
- "idx": 0,
- "is_default": 0,
- "is_standard": 1,
- "modified": "2026-01-26 21:25:12.793893",
- "modified_by": "Administrator",
- "module": "Accounts",
- "name": "Payments",
- "owner": "Administrator"
-}

erpnext/accounts/custom/address.py

@@ -10,10 +10,8 @@ from frappe.contacts.doctype.address.address import (
 class ERPNextAddress(Address):
 	def validate(self):
 		self.validate_reference()
-		self.update_company_address()
-
-		if hasattr(super(), "validate"):
-			super().validate()
+		self.update_compnay_address()
+		super().validate()
 
 	def link_address(self):
 		"""Link address based on owner"""
@@ -22,7 +20,7 @@ class ERPNextAddress(Address):
 
 		return super().link_address()
 
-	def update_company_address(self):
+	def update_compnay_address(self):
 		for link in self.get("links"):
 			if link.link_doctype == "Company":
 				self.is_your_company_address = 1
@@ -40,10 +38,6 @@ class ERPNextAddress(Address):
 		"""
 		After Address is updated, update the related 'Primary Address' on Customer.
 		"""
-
-		if hasattr(super(), "on_update"):
-			super().on_update()
-
 		address_display = get_address_display(self.as_dict())
 		filters = {"customer_primary_address": self.name}
 		customers = frappe.db.get_all("Customer", filters=filters, as_list=True)
@@ -52,7 +46,7 @@ class ERPNextAddress(Address):
 
 
 @frappe.whitelist()
-def get_shipping_address(company: str, address: str | None = None):
+def get_shipping_address(company, address=None):
 	filters = [
 		["Dynamic Link", "link_doctype", "=", "Company"],
 		["Dynamic Link", "link_name", "=", company],

erpnext/accounts/dashboard_chart/bank_balance/bank_balance.json

@@ -9,20 +9,18 @@
  "idx": 0,
  "is_public": 1,
  "is_standard": 1,
- "last_synced_on": "2026-01-02 13:01:24.037552",
- "modified": "2026-01-02 13:04:57.850305",
+ "last_synced_on": "2020-07-22 12:19:59.879476",
+ "modified": "2020-07-22 12:21:48.780513",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Bank Balance",
  "number_of_groups": 0,
  "owner": "Administrator",
- "roles": [],
- "show_values_over_chart": 1,
  "source": "Account Balance Timeline",
- "time_interval": "Monthly",
- "timeseries": 1,
+ "time_interval": "Quarterly",
+ "timeseries": 0,
  "timespan": "Last Year",
  "type": "Line",
  "use_report_chart": 0,
  "y_axis": []
-}
+}

erpnext/accounts/dashboard_chart/profit_and_loss/profit_and_loss.json

@@ -1,7 +1,7 @@
 {
  "chart_name": "Profit and Loss",
  "chart_type": "Report",
- "creation": "2025-04-01 20:38:16.986176",
+ "creation": "2020-07-17 11:25:34.448572",
  "docstatus": 0,
  "doctype": "Dashboard Chart",
  "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_fiscal_year\":\"erpnext.utils.get_fiscal_year()\",\"to_fiscal_year\":\"erpnext.utils.get_fiscal_year()\"}",
@@ -9,7 +9,7 @@
  "idx": 0,
  "is_public": 1,
  "is_standard": 1,
- "modified": "2025-12-19 12:37:31.673782",
+ "modified": "2023-07-19 13:08:56.470390",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Profit and Loss",
@@ -17,9 +17,8 @@
  "owner": "Administrator",
  "report_name": "Profit and Loss Statement",
  "roles": [],
- "show_values_over_chart": 1,
  "timeseries": 0,
- "type": "Line",
+ "type": "Bar",
  "use_report_chart": 1,
  "y_axis": []
-}
+}

erpnext/accounts/dashboard_chart_source/account_balance_timeline/account_balance_timeline.js

@@ -17,15 +17,6 @@ frappe.dashboards.chart_sources["Account Balance Timeline"] = {
 			fieldtype: "Link",
 			options: "Account",
 			reqd: 1,
-			default: locals[":Company"][frappe.defaults.get_user_default("Company")]["default_bank_account"],
-			get_query: () => {
-				return {
-					filters: {
-						account_type: "Bank",
-						is_group: 0,
-					},
-				};
-			},
 		},
 	],
 };

erpnext/accounts/dashboard_chart_source/account_balance_timeline/account_balance_timeline.py

@@ -4,7 +4,7 @@
 
 import frappe
 from frappe import _
-from frappe.utils import add_to_date, formatdate, getdate, nowdate
+from frappe.utils import add_to_date, formatdate, get_link_to_form, getdate, nowdate
 from frappe.utils.dashboard import cache_source
 from frappe.utils.dateutils import get_from_date_from_timespan, get_period_ending
 from frappe.utils.nestedset import get_descendants_of
@@ -13,15 +13,15 @@ from frappe.utils.nestedset import get_descendants_of
 @frappe.whitelist()
 @cache_source
 def get(
-	chart_name: str | None = None,
-	chart: str | dict | None = None,
-	no_cache: bool | None = None,
-	filters: str | dict | None = None,
-	from_date: str | None = None,
-	to_date: str | None = None,
-	timespan: str | None = None,
-	time_interval: str | None = None,
-	heatmap_year: str | None = None,
+	chart_name=None,
+	chart=None,
+	no_cache=None,
+	filters=None,
+	from_date=None,
+	to_date=None,
+	timespan=None,
+	time_interval=None,
+	heatmap_year=None,
 ):
 	if chart_name:
 		chart = frappe.get_doc("Dashboard Chart", chart_name)
@@ -37,14 +37,21 @@ def get(
 	filters = frappe.parse_json(filters) or frappe.parse_json(chart.filters_json)
 
 	account = filters.get("account")
-	company = filters.get("company")
+	filters.get("company")
 
-	if not company and not account:
-		frappe.throw(_("Company and account filters not set!"))
-	if not company:
-		frappe.throw(_("Company filter not set!"))
-	if not account:
-		frappe.throw(_("Account filter not set!"))
+	if not account and chart_name:
+		frappe.throw(
+			_("Account is not set for the dashboard chart {0}").format(
+				get_link_to_form("Dashboard Chart", chart_name)
+			)
+		)
+
+	if not frappe.db.exists("Account", account) and chart_name:
+		frappe.throw(
+			_("Account {0} does not exists in the dashboard chart {1}").format(
+				account, get_link_to_form("Dashboard Chart", chart_name)
+			)
+		)
 
 	if not to_date:
 		to_date = nowdate()

erpnext/accounts/deferred_revenue.py

@@ -46,8 +46,7 @@ def validate_service_stop_date(doc):
 		if (
 			old_stop_dates
 			and old_stop_dates.get(item.name)
-			and item.service_stop_date
-			and getdate(item.service_stop_date) != getdate(old_stop_dates.get(item.name))
+			and item.service_stop_date != old_stop_dates.get(item.name)
 		):
 			frappe.throw(_("Cannot change Service Stop Date for item in row {0}").format(item.idx))
 
@@ -318,7 +317,7 @@ def get_already_booked_amount(doc, item):
 def book_deferred_income_or_expense(doc, deferred_process, posting_date=None):
 	enable_check = "enable_deferred_revenue" if doc.doctype == "Sales Invoice" else "enable_deferred_expense"
 
-	accounts_frozen_upto = frappe.db.get_value("Company", doc.company, "accounts_frozen_till_date")
+	accounts_frozen_upto = frappe.get_single_value("Accounts Settings", "acc_frozen_upto")
 
 	def _book_deferred_revenue_or_expense(
 		item,
@@ -449,12 +448,14 @@ def process_deferred_accounting(posting_date=None):
 	for company in companies:
 		for record_type in ("Income", "Expense"):
 			doc = frappe.get_doc(
-				doctype="Process Deferred Accounting",
-				company=company.name,
-				posting_date=posting_date,
-				start_date=start_date,
-				end_date=end_date,
-				type=record_type,
+				dict(
+					doctype="Process Deferred Accounting",
+					company=company.name,
+					posting_date=posting_date,
+					start_date=start_date,
+					end_date=end_date,
+					type=record_type,
+				)
 			)
 
 			doc.insert()
@@ -523,8 +524,7 @@ def make_gl_entries(
 	if gl_entries:
 		try:
 			make_gl_entries(gl_entries, cancel=(doc.docstatus == 2), merge_entries=True)
-			if not frappe.in_test:
-				frappe.db.commit()
+			frappe.db.commit()
 		except Exception as e:
 			if frappe.in_test:
 				doc.log_error(f"Error while processing deferred accounting for Invoice {doc.name}")
@@ -606,8 +606,7 @@ def book_revenue_via_journal_entry(
 		if submit:
 			journal_entry.submit()
 
-		if not frappe.in_test:
-			frappe.db.commit()
+		frappe.db.commit()
 	except Exception:
 		frappe.db.rollback()
 		doc.log_error(f"Error while processing deferred accounting for Invoice {doc.name}")

erpnext/accounts/doctype/account/account.js

@@ -5,7 +5,8 @@ frappe.ui.form.on("Account", {
 	setup: function (frm) {
 		frm.add_fetch("parent_account", "report_type", "report_type");
 		frm.add_fetch("parent_account", "root_type", "root_type");
-
+	},
+	onload: function (frm) {
 		frm.set_query("parent_account", function (doc) {
 			return {
 				filters: {
@@ -14,18 +15,7 @@ frappe.ui.form.on("Account", {
 				},
 			};
 		});
-
-		frm.set_query("account_category", function () {
-			if (!frm.doc.root_type) return;
-
-			return {
-				filters: {
-					root_type: ["in", [frm.doc.root_type, ""]],
-				},
-			};
-		});
 	},
-
 	refresh: function (frm) {
 		frm.toggle_display("account_name", frm.is_new());
 
@@ -68,20 +58,12 @@ frappe.ui.form.on("Account", {
 			}
 		}
 	},
-
 	account_type: function (frm) {
 		if (frm.doc.is_group == 0) {
 			frm.toggle_display(["tax_rate"], frm.doc.account_type == "Tax");
 			frm.toggle_display("warehouse", frm.doc.account_type == "Stock");
 		}
 	},
-
-	root_type: function (frm) {
-		if (frm.doc.account_category) {
-			frm.set_value("account_category", "");
-		}
-	},
-
 	add_toolbar_buttons: function (frm) {
 		frm.add_custom_button(
 			__("Chart of Accounts"),

erpnext/accounts/doctype/account/account.json

@@ -21,7 +21,6 @@
   "account_currency",
   "column_break1",
   "parent_account",
-  "account_category",
   "account_type",
   "tax_rate",
   "freeze_account",
@@ -190,20 +189,13 @@
    "fieldname": "disabled",
    "fieldtype": "Check",
    "label": "Disable"
-  },
-  {
-   "description": "Used with Financial Report Template",
-   "fieldname": "account_category",
-   "fieldtype": "Link",
-   "label": "Account Category",
-   "options": "Account Category"
   }
  ],
  "icon": "fa fa-money",
  "idx": 1,
  "is_tree": 1,
  "links": [],
- "modified": "2026-04-14 18:14:42.202065",
+ "modified": "2025-01-22 10:40:35.766017",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Account",
@@ -256,17 +248,8 @@
    "role": "Accounts Manager",
    "share": 1,
    "write": 1
-  },
-  {
-   "role": "HR User",
-   "select": 1
-  },
-  {
-   "role": "HR Manager",
-   "select": 1
   }
  ],
- "row_format": "Dynamic",
  "search_fields": "account_number",
  "show_name_in_global_search": 1,
  "show_preview_popup": 1,
@@ -274,4 +257,4 @@
  "sort_order": "ASC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/account/account.py

@@ -31,7 +31,6 @@ class Account(NestedSet):
 	if TYPE_CHECKING:
 		from frappe.types import DF
 
-		account_category: DF.Link | None
 		account_currency: DF.Link | None
 		account_name: DF.Data
 		account_number: DF.Data | None
@@ -93,10 +92,8 @@ class Account(NestedSet):
 			super().on_update()
 
 	def onload(self):
-		role_allowed_for_frozen_entries = frappe.db.get_value(
-			"Company", self.company, "role_allowed_for_frozen_entries"
-		)
-		if not role_allowed_for_frozen_entries or role_allowed_for_frozen_entries in frappe.get_roles():
+		frozen_accounts_modifier = frappe.get_single_value("Accounts Settings", "frozen_accounts_modifier")
+		if not frozen_accounts_modifier or frozen_accounts_modifier in frappe.get_roles():
 			self.set_onload("can_freeze_account", True)
 
 	def autoname(self):
@@ -111,7 +108,6 @@ class Account(NestedSet):
 		self.validate_parent_child_account_type()
 		self.validate_root_details()
 		self.validate_account_number()
-		self.validate_disabled()
 		self.validate_group_or_ledger()
 		self.set_root_and_report_type()
 		self.validate_mandatory()
@@ -171,7 +167,7 @@ class Account(NestedSet):
 			if par.root_type:
 				self.root_type = par.root_type
 
-		if cint(self.is_group):
+		if self.is_group:
 			db_value = self.get_doc_before_save()
 			if db_value:
 				if self.report_type != db_value.report_type:
@@ -214,7 +210,7 @@ class Account(NestedSet):
 		if doc_before_save and not doc_before_save.parent_account:
 			throw(_("Root cannot be edited."), RootNotEditable)
 
-		if not self.parent_account and not cint(self.is_group):
+		if not self.parent_account and not self.is_group:
 			throw(_("The root account {0} must be a group").format(frappe.bold(self.name)))
 
 	def validate_root_company_and_sync_account_to_children(self):
@@ -256,14 +252,6 @@ class Account(NestedSet):
 
 			self.create_account_for_child_company(parent_acc_name_map, descendants, parent_acc_name)
 
-	def validate_disabled(self):
-		doc_before_save = self.get_doc_before_save()
-		if not doc_before_save or cint(doc_before_save.disabled) == cint(self.disabled):
-			return
-
-		if cint(self.disabled):
-			self.validate_default_accounts_in_company()
-
 	def validate_group_or_ledger(self):
 		doc_before_save = self.get_doc_before_save()
 		if not doc_before_save or cint(doc_before_save.is_group) == cint(self.is_group):
@@ -271,44 +259,21 @@ class Account(NestedSet):
 
 		if self.check_gle_exists():
 			throw(_("Account with existing transaction cannot be converted to ledger"))
-		elif cint(self.is_group):
+		elif self.is_group:
 			if self.account_type and not self.flags.exclude_account_type_check:
 				throw(_("Cannot covert to Group because Account Type is selected."))
-			self.validate_default_accounts_in_company()
 		elif self.check_if_child_exists():
 			throw(_("Account with child nodes cannot be set as ledger"))
 
-	def validate_default_accounts_in_company(self):
-		default_account_fields = get_company_default_account_fields()
-
-		company_default_accounts = frappe.db.get_value(
-			"Company", self.company, list(default_account_fields.keys()), as_dict=1
-		)
-
-		msg = _("Account {0} cannot be disabled as it is already set as {1} for {2}.")
-
-		if not self.disabled:
-			msg = _("Account {0} cannot be converted to Group as it is already set as {1} for {2}.")
-
-		for d in default_account_fields:
-			if company_default_accounts.get(d) == self.name:
-				throw(
-					msg.format(
-						frappe.bold(self.name),
-						frappe.bold(default_account_fields.get(d)),
-						frappe.bold(self.company),
-					)
-				)
-
 	def validate_frozen_accounts_modifier(self):
 		doc_before_save = self.get_doc_before_save()
 		if not doc_before_save or doc_before_save.freeze_account == self.freeze_account:
 			return
 
-		role_allowed_for_frozen_entries = frappe.get_cached_value(
-			"Company", self.company, "role_allowed_for_frozen_entries"
+		frozen_accounts_modifier = frappe.get_cached_value(
+			"Accounts Settings", "Accounts Settings", "frozen_accounts_modifier"
 		)
-		if not role_allowed_for_frozen_entries or role_allowed_for_frozen_entries not in frappe.get_roles():
+		if not frozen_accounts_modifier or frozen_accounts_modifier not in frappe.get_roles():
 			throw(_("You are not authorized to set Frozen value"))
 
 	def validate_balance_must_be_debit_or_credit(self):
@@ -337,9 +302,7 @@ class Account(NestedSet):
 			self.account_currency = frappe.get_cached_value("Company", self.company, "default_currency")
 			self.currency_explicitly_specified = False
 
-		gl_currency = frappe.db.get_value(
-			"GL Entry", {"account": self.name, "is_cancelled": 0}, "account_currency"
-		)
+		gl_currency = frappe.db.get_value("GL Entry", {"account": self.name}, "account_currency")
 
 		if gl_currency and self.account_currency != gl_currency:
 			if frappe.db.get_value("GL Entry", {"account": self.name}):
@@ -471,7 +434,7 @@ class Account(NestedSet):
 
 @frappe.whitelist()
 @frappe.validate_and_sanitize_search_inputs
-def get_parent_account(doctype: str, txt: str, searchfield: str, start: int, page_len: int, filters: dict):
+def get_parent_account(doctype, txt, searchfield, start, page_len, filters):
 	return frappe.db.sql(
 		"""select name from tabAccount
 		where is_group = 1 and docstatus != 2 and company = {}
@@ -515,9 +478,7 @@ def get_account_autoname(account_number, account_name, company):
 
 
 @frappe.whitelist()
-def update_account_number(
-	name: str, account_name: str, account_number: str | None = None, from_descendant: bool = False
-):
+def update_account_number(name, account_name, account_number=None, from_descendant=False):
 	_ensure_idle_system()
 	account = frappe.get_cached_doc("Account", name)
 	if not account:
@@ -579,7 +540,7 @@ def update_account_number(
 
 
 @frappe.whitelist()
-def merge_account(old: str, new: str):
+def merge_account(old, new):
 	_ensure_idle_system()
 	# Validate properties before merging
 	new_account = frappe.get_cached_doc("Account", new)
@@ -616,7 +577,7 @@ def merge_account(old: str, new: str):
 
 
 @frappe.whitelist()
-def get_root_company(company: str):
+def get_root_company(company):
 	# return the topmost company in the hierarchy
 	ancestors = get_ancestors_of("Company", company, "lft asc")
 	return [ancestors[0]] if ancestors else []
@@ -662,27 +623,3 @@ def _ensure_idle_system():
 			).format(pretty_date(last_gl_update)),
 			title=_("System In Use"),
 		)
-
-
-def get_company_default_account_fields():
-	return {
-		"default_bank_account": "Default Bank Account",
-		"default_cash_account": "Default Cash Account",
-		"default_receivable_account": "Default Receivable Account",
-		"default_payable_account": "Default Payable Account",
-		"default_expense_account": "Default Expense Account",
-		"default_income_account": "Default Income Account",
-		"stock_received_but_not_billed": "Stock Received But Not Billed Account",
-		"stock_adjustment_account": "Stock Adjustment Account",
-		"write_off_account": "Write Off Account",
-		"default_discount_account": "Default Payment Discount Account",
-		"unrealized_profit_loss_account": "Unrealized Profit / Loss Account",
-		"exchange_gain_loss_account": "Exchange Gain / Loss Account",
-		"unrealized_exchange_gain_loss_account": "Unrealized Exchange Gain / Loss Account",
-		"round_off_account": "Round Off Account",
-		"default_deferred_revenue_account": "Default Deferred Revenue Account",
-		"default_deferred_expense_account": "Default Deferred Expense Account",
-		"accumulated_depreciation_account": "Accumulated Depreciation Account",
-		"depreciation_expense_account": "Depreciation Expense Account",
-		"disposal_account": "Gain/Loss Account on Asset Disposal",
-	}

erpnext/accounts/doctype/account/account_tree.js

@@ -52,55 +52,59 @@ frappe.treeview_settings["Account"] = {
 	],
 	root_label: "Accounts",
 	get_tree_nodes: "erpnext.accounts.utils.get_children",
-	on_node_render: function (node, deep) {
-		const render_balances = () => {
-			for (let account of cur_tree.account_balance_data) {
-				const node = cur_tree.nodes && cur_tree.nodes[account.value];
-				if (!node || node.is_root) continue;
-
-				// show Dr if positive since balance is calculated as debit - credit else show Cr
-				const balance = account.balance_in_account_currency || account.balance;
-				const dr_or_cr = balance > 0 ? __("Dr") : __("Cr");
-				const format = (value, currency) => format_currency(Math.abs(value), currency);
-
-				if (account.balance !== undefined) {
-					node.parent && node.parent.find(".balance-area").remove();
-					$(
-						'<span class="balance-area pull-right">' +
-							(account.account_currency != account.company_currency
-								? format(account.balance_in_account_currency, account.account_currency) +
-								  " / "
-								: "") +
-							format(account.balance, account.company_currency) +
-							" " +
-							dr_or_cr +
-							"</span>"
-					).insertBefore(node.$ul);
-				}
-			}
-		};
-
+	on_get_node: function (nodes, deep = false) {
 		if (frappe.boot.user.can_read.indexOf("GL Entry") == -1) return;
-		if (!cur_tree.account_balance_data) {
-			frappe.db.get_single_value("Accounts Settings", "show_balance_in_coa").then((value) => {
-				if (value) {
-					frappe.call({
-						method: "erpnext.accounts.utils.get_account_balances_coa",
-						args: {
-							company: cur_tree.args.company,
-							include_default_fb_balances: true,
-						},
-						callback: function (r) {
-							if (!r.message || r.message.length === 0) return;
-							cur_tree.account_balance_data = r.message || [];
-							render_balances();
-						},
-					});
-				}
-			});
+
+		let accounts = [];
+		if (deep) {
+			// in case of `get_all_nodes`
+			accounts = nodes.reduce((acc, node) => [...acc, ...node.data], []);
 		} else {
-			render_balances();
+			accounts = nodes;
 		}
+
+		frappe.db.get_single_value("Accounts Settings", "show_balance_in_coa").then((value) => {
+			if (value) {
+				const get_balances = frappe.call({
+					method: "erpnext.accounts.utils.get_account_balances",
+					args: {
+						accounts: accounts,
+						company: cur_tree.args.company,
+					},
+				});
+
+				get_balances.then((r) => {
+					if (!r.message || r.message.length == 0) return;
+
+					for (let account of r.message) {
+						const node = cur_tree.nodes && cur_tree.nodes[account.value];
+						if (!node || node.is_root) continue;
+
+						// show Dr if positive since balance is calculated as debit - credit else show Cr
+						const balance = account.balance_in_account_currency || account.balance;
+						const dr_or_cr = balance > 0 ? __("Dr") : __("Cr");
+						const format = (value, currency) => format_currency(Math.abs(value), currency);
+
+						if (account.balance !== undefined) {
+							node.parent && node.parent.find(".balance-area").remove();
+							$(
+								'<span class="balance-area pull-right">' +
+									(account.balance_in_account_currency
+										? format(
+												account.balance_in_account_currency,
+												account.account_currency
+										  ) + " / "
+										: "") +
+									format(account.balance, account.company_currency) +
+									" " +
+									dr_or_cr +
+									"</span>"
+							).insertBefore(node.$ul);
+						}
+					}
+				});
+			}
+		});
 	},
 	add_tree_node: "erpnext.accounts.utils.add_ac",
 	menu_items: [
@@ -156,14 +160,6 @@ frappe.treeview_settings["Account"] = {
 				.options,
 			description: __("Optional. This setting will be used to filter in various transactions."),
 		},
-		{
-			fieldtype: "Link",
-			fieldname: "account_category",
-			label: __("Account Category"),
-			options: frappe.get_meta("Account").fields.filter((d) => d.fieldname == "account_category")[0]
-				.options,
-			description: __("Optional. Used with Financial Report Template"),
-		},
 		{
 			fieldtype: "Float",
 			fieldname: "tax_rate",
@@ -274,14 +270,12 @@ frappe.treeview_settings["Account"] = {
 			label: __("View Ledger"),
 			click: function (node, btn) {
 				frappe.route_options = {
+					account: node.label,
 					from_date: erpnext.utils.get_fiscal_year(frappe.datetime.get_today(), true)[1],
 					to_date: erpnext.utils.get_fiscal_year(frappe.datetime.get_today(), true)[2],
 					company:
 						frappe.treeview_settings["Account"].treeview.page.fields_dict.company.get_value(),
 				};
-				if (node.parent_label) {
-					frappe.route_options["account"] = node.label;
-				}
 				frappe.set_route("query-report", "General Ledger");
 			},
 			btnClass: "hidden-xs",

erpnext/accounts/doctype/account/chart_of_accounts/chart_of_accounts.py

@@ -18,12 +18,19 @@ def create_charts(
 		accounts = []
 
 		def _import_accounts(children, parent, root_type, root_account=False):
-			nonlocal custom_chart
 			for account_name, child in children.items():
 				if root_account:
 					root_type = child.get("root_type")
 
-				if account_name not in get_chart_metadata_fields():
+				if account_name not in [
+					"account_name",
+					"account_number",
+					"account_type",
+					"root_type",
+					"is_group",
+					"tax_rate",
+					"account_currency",
+				]:
 					account_number = cstr(child.get("account_number")).strip()
 					account_name, account_name_in_db = add_suffix_if_duplicate(
 						account_name, account_number, accounts
@@ -47,10 +54,8 @@ def create_charts(
 							"report_type": report_type,
 							"account_number": account_number,
 							"account_type": child.get("account_type"),
-							"account_category": child.get("account_category"),
 							"account_currency": child.get("account_currency")
-							if custom_chart
-							else frappe.get_cached_value("Company", company, "default_currency"),
+							or frappe.get_cached_value("Company", company, "default_currency"),
 							"tax_rate": child.get("tax_rate"),
 						}
 					)
@@ -90,7 +95,20 @@ def add_suffix_if_duplicate(account_name, account_number, accounts):
 def identify_is_group(child):
 	if child.get("is_group"):
 		is_group = child.get("is_group")
-	elif len(set(child.keys()) - set(get_chart_metadata_fields())):
+	elif len(
+		set(child.keys())
+		- set(
+			[
+				"account_name",
+				"account_type",
+				"root_type",
+				"is_group",
+				"tax_rate",
+				"account_number",
+				"account_currency",
+			]
+		)
+	):
 		is_group = 1
 	else:
 		is_group = 0
@@ -99,7 +117,7 @@ def identify_is_group(child):
 
 
 @frappe.whitelist()
-def get_chart(chart_template: str | None, existing_company: str | None = None):
+def get_chart(chart_template, existing_company=None):
 	chart = {}
 	if existing_company:
 		return get_account_tree_from_existing_company(existing_company)
@@ -132,7 +150,7 @@ def get_chart(chart_template: str | None, existing_company: str | None = None):
 
 
 @frappe.whitelist()
-def get_charts_for_country(country: str, with_standard: bool = False):
+def get_charts_for_country(country, with_standard=False):
 	charts = []
 
 	def _get_chart_name(content):
@@ -225,7 +243,7 @@ def build_account_tree(tree, parent, all_accounts):
 
 
 @frappe.whitelist()
-def validate_bank_account(coa: str, bank_account: str):
+def validate_bank_account(coa, bank_account):
 	accounts = []
 	chart = get_chart(coa)
 
@@ -233,7 +251,13 @@ def validate_bank_account(coa: str, bank_account: str):
 
 		def _get_account_names(account_master):
 			for account_name, child in account_master.items():
-				if account_name not in get_chart_metadata_fields():
+				if account_name not in [
+					"account_number",
+					"account_type",
+					"root_type",
+					"is_group",
+					"tax_rate",
+				]:
 					accounts.append(account_name)
 
 					_get_account_names(child)
@@ -244,9 +268,7 @@ def validate_bank_account(coa: str, bank_account: str):
 
 
 @frappe.whitelist()
-def build_tree_from_json(
-	chart_template: str, chart_data: dict | None = None, from_coa_importer: bool = False
-):
+def build_tree_from_json(chart_template, chart_data=None, from_coa_importer=False):
 	"""get chart template from its folder and parse the json to be rendered as tree"""
 	chart = chart_data or get_chart(chart_template)
 
@@ -260,7 +282,15 @@ def build_tree_from_json(
 		"""recursively called to form a parent-child based list of dict from chart template"""
 		for account_name, child in children.items():
 			account = {}
-			if account_name in get_chart_metadata_fields():
+			if account_name in [
+				"account_name",
+				"account_number",
+				"account_type",
+				"root_type",
+				"is_group",
+				"tax_rate",
+				"account_currency",
+			]:
 				continue
 
 			if from_coa_importer:
@@ -278,16 +308,3 @@ def build_tree_from_json(
 
 	_import_accounts(chart, None)
 	return accounts
-
-
-def get_chart_metadata_fields():
-	return [
-		"account_name",
-		"account_number",
-		"account_type",
-		"account_category",
-		"root_type",
-		"is_group",
-		"tax_rate",
-		"account_currency",
-	]

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

@@ -1,817 +0,0 @@
-{
-	"country_code": "au",
-	"name": "Australia - Chart of Accounts with Account Numbers",
-	"tree": {
-		"Assets": {
-			"Current Assets": {
-				"Cash On Hand": {
-					"Cash On Hand": {
-						"account_number": "11010",
-						"account_type": "Cash"
-					},
-					"account_number": "110",
-					"is_group": 1
-				},
-				"Cash at Bank": {
-					"Every Day Bank Account": {
-						"account_number": "11510",
-						"account_type": "Bank"
-					},
-					"Business Savings Account": {
-						"account_number": "11520"
-					},
-					"Business Term Deposit": {
-						"account_number": "11530"
-					},
-					"account_number": "115",
-					"is_group": 1
-				},
-				"Trade Receivables": {
-					"Trade Debtors": {
-						"account_number": "12010",
-						"account_type": "Receivable"
-					},
-					"Provision for Doubtful Debts": {
-						"account_number": "12020"
-					},
-					"Sundry Debtors": {
-						"account_number": "12030"
-					},
-					"Debtor Refund": {
-						"account_number": "12040"
-					},
-					"account_number": "120",
-					"is_group": 1
-				},
-				"Inventory": {
-					"Stock On Hand": {
-						"account_number": "13010",
-						"account_type": "Stock"
-					},
-					"WIP - Work In Progress - Manufacturing": {
-						"account_number": "13020"
-					},
-					"account_number": "130",
-					"is_group": 1
-				},
-				"Prepayments": {
-					"Prepayments": {
-						"account_number": "14010"
-					},
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-						"account_type": "Fixed Asset"
-					},
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-						"account_type": "Fixed Asset"
-					},
-					"Accumulated Depreciation Motor Vehicle": {
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-						"account_type": "Accumulated Depreciation"
-					},
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-					},
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-						"account_type": "Accumulated Depreciation"
-					},
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-						"account_type": "Fixed Asset"
-					},
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-						"account_type": "Accumulated Depreciation"
-					},
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-						"account_type": "Accumulated Depreciation"
-					},
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-						"account_type": "Capital Work in Progress"
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-						"account_type": "Accumulated Depreciation"
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-			"root_type": "Asset"
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-					},
-					"Payroll - Superannuation Deductions": {
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-					},
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-					"account_type": "Tax",
-					"is_group": 1
-				},
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-					"is_group": 1
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-				"Bank Overdraft": {
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-					"is_group": 1
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-				},
-				"Lease Liabilities": {
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-					"is_group": 1
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-				"Provisions": {
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-					"account_number": "245",
-					"is_group": 1
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-				"is_group": 1
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-			"Non Current Liabilities": {
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-					"is_group": 1
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-				"Interest & Non Bearing Liabilities - Non Current": {
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-				"Bank Loans - Non Current": {
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-				"Lease Liabilities - Non Current": {
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-				"Provisions - Non Current": {
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-					"Provision for Holiday Pay": {
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-				"is_group": 1
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-			"root_type": "Liability"
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-						"account_type": "Equity"
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-						"account_type": "Equity"
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-					"Retained Earnings": {
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-			"root_type": "Equity"
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-						"account_type": "Income Account"
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-						"account_type": "Income Account"
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-						"account_type": "Income Account"
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-						"account_type": "Income Account"
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-					"is_group": 1
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-					"Interest received": {
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-					"Profit/Loss on Sales of Assets": {
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-					"Rent Received": {
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-					"is_group": 1
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-				"is_group": 1
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-			"root_type": "Income"
-		},
-		"Cost of Goods": {
-			"Cost of Goods": {
-				"Cost of Goods Sold": {
-					"Cost of Goods Sold": {
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-						"account_type": "Cost of Goods Sold"
-					},
-					"Freight Expenses (sales related)": {
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-					"Discounts Given": {
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-					"account_number": "510",
-					"is_group": 1
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-				"Other COGS": {
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-					"Duty & Customs Fees": {
-						"account_number": "52020",
-						"account_type": "Tax"
-					},
-					"Freight Inwards": {
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-						"account_type": "Chargeable"
-					},
-					"Stock Adjustment": {
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-						"account_type": "Stock Adjustment"
-					},
-					"Stock Wirte Off": {
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-						"account_type": "Stock Adjustment"
-					},
-					"Stock Valuation Expenses": {
-						"account_number": "52060",
-						"account_type": "Expenses Included In Valuation"
-					},
-					"Asset Valuation Expenses": {
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-						"account_type": "Expenses Included In Asset Valuation"
-					},
-					"account_number": "520",
-					"is_group": 1
-				},
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-				"is_group": 1
-			},
-			"account_number": "5",
-			"root_type": "Expense"
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-		"Expenses": {
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-					},
-					"Superannuation": {
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-					},
-					"Staff Amenities - GST Paid": {
-						"account_number": "61020"
-					},
-					"Staff Amenities - GST Free": {
-						"account_number": "61025"
-					},
-					"Staff Recruitment": {
-						"account_number": "61030"
-					},
-					"Staff Training": {
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-					},
-					"Fringe Benefits Tax": {
-						"account_number": "61040"
-					},
-					"Payroll Tax": {
-						"account_number": "61045"
-					},
-					"Workers Compensation": {
-						"account_number": "61050"
-					},
-					"Long Service Leave": {
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-					},
-					"Mileage Reimbursement": {
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-					"Overtime": {
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-					},
-					"Worksafe Insurance": {
-						"account_number": "61090"
-					},
-					"account_number": "610",
-					"is_group": 1
-				},
-				"Depreciation Expenses": {
-					"Depreciation - Plant & Equipment": {
-						"account_number": "62010",
-						"account_type": "Depreciation"
-					},
-					"Depreciation - Motor Vehicle": {
-						"account_number": "62020",
-						"account_type": "Depreciation"
-					},
-					"Depreciation - Office Equipment": {
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-						"account_type": "Depreciation"
-					},
-					"Depreciation - Computer Equipment": {
-						"account_number": "62040",
-						"account_type": "Depreciation"
-					},
-					"Depreciation - Building": {
-						"account_number": "62050",
-						"account_type": "Depreciation"
-					},
-					"Depreciation - Others": {
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-						"account_type": "Depreciation"
-					},
-					"account_number": "620",
-					"is_group": 1
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-				"is_group": 1
-			},
-			"Accrued Expenses": {
-				"Accrued Expenses": {
-					"Accrued Expenses - Salaries & Wages": {
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-					"Accrued Expenses - Interest": {
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-				"is_group": 1
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-			"Operating Expenses": {
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-					"Office Supplies": {
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-					"Postage & Courier": {
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-					"Printing & Stationery": {
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-					"Registration Fees / Filing Fees": {
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-					},
-					"Travel & Accommodation - Local": {
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-					},
-					"Travel & Accommodation - Overseas": {
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-					"Relocation Costs": {
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-					},
-					"Hire Charges": {
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-					"Repairs & Maintenance": {
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-					},
-					"Cleaning Expenses": {
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-					},
-					"Uniforms": {
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-					"Security": {
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-					},
-					"Subscriptions & Licences": {
-						"account_number": "64510"
-					},
-					"Software Expenses": {
-						"account_number": "64515"
-					},
-					"Marketing Expenses": {
-						"account_number": "64520"
-					},
-					"Advertising Expenses": {
-						"account_number": "64525"
-					},
-					"Website Hosting & Domain Expenses": {
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-					},
-					"Computer Repairs / Supplies": {
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-					},
-					"Conferences": {
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-					"Consultancy /Contract Services": {
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-					"Training Services": {
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-					"Workshop Supplies": {
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-					"Consumables": {
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-					},
-					"Entertainment Expenses - Deductible": {
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-					},
-					"Entertainment Expenses - Non Deductible": {
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-					},
-					"Amortisation Of Goodwill": {
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-					},
-					"General / Miscellaneous Expenses": {
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-						"account_type": "Chargeable"
-					},
-					"Donations": {
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-					},
-					"Client Gifts": {
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-					"Employee Gifts": {
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-					"is_group": 1
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-				"Occupancy Expenses": {
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-					},
-					"Property Insurance": {
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-					},
-					"Electricity Expenses": {
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-					},
-					"Water Rates": {
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-					"Gas Expenses": {
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-					},
-					"Property Taxes": {
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-					"Rates": {
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-					"account_number": "650",
-					"is_group": 1
-				},
-				"Communication & Vehicle Expenses": {
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-					},
-					"Mobile Telephone": {
-						"account_number": "66020"
-					},
-					"Telephone Expenses": {
-						"account_number": "66030"
-					},
-					"Motor Vehicle - Fuel Expenses": {
-						"account_number": "66040"
-					},
-					"Motor Vehicle - Parking & Tolls": {
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-					},
-					"Motor Vehicle - Registration & Insurance": {
-						"account_number": "66060"
-					},
-					"Motor Vehicle - Service & Repairs": {
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-					"Taxi": {
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-					"account_number": "660",
-					"is_group": 1
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-				"account_number": "64",
-				"is_group": 1
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-			"Non-Operating Expenses": {
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-					},
-					"Interest - Finance Leases": {
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-					},
-					"Interest  - Other Loans": {
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-					},
-					"Insurance": {
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-					},
-					"Bank Charges": {
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-					},
-					"Rounding off": {
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-						"account_type": "Round Off"
-					},
-					"Audit Fees": {
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-					},
-					"Accounting Fees": {
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-					},
-					"Legal Fees": {
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-					"Management Fees": {
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-					"account_number": "670",
-					"is_group": 1
-				},
-				"Other Costs": {
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-					},
-					"Fines": {
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-					},
-					"Debt Collection": {
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-					"Bad Debts": {
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-					"account_number": "675",
-					"is_group": 1
-				},
-				"account_number": "67",
-				"is_group": 1
-			},
-			"Variable Expenses": {
-				"Variable Expenses": {
-					"Bonus & Commissions Paid": {
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-					},
-					"Bonus & Commissions To be Paid": {
-						"account_number": "68020"
-					},
-					"Warranty Claims": {
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-					"account_number": "680",
-					"is_group": 1
-				},
-				"account_number": "68",
-				"is_group": 1
-			},
-			"account_number": "6",
-			"root_type": "Expense"
-		},
-		"Other Income": {
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-					"Interest Income": {
-						"account_number": "71010"
-					},
-					"account_number": "710",
-					"is_group": 1
-				},
-				"Asset Disposal Income": {
-					"Gain on Asset Disposal": {
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-					},
-					"account_number": "730",
-					"is_group": 1
-				},
-				"account_number": "71",
-				"is_group": 1
-			},
-			"account_number": "7",
-			"root_type": "Income"
-		},
-		"Other Expenses": {
-			"Other Expenses": {
-				"Income Tax Expenses": {
-					"Income Tax Expenses": {
-						"account_number": "81010"
-					},
-					"account_number": "810",
-					"is_group": 1
-				},
-				"Foreign Exchange Gain/Loss": {
-					"Exchange Loss/Gain - Realized": {
-						"account_number": "82010"
-					},
-					"account_number": "820",
-					"is_group": 1
-				},
-				"Asset Disposal Expenses": {
-					"Loss on Asset Disposal": {
-						"account_number": "83010"
-					},
-					"account_number": "830",
-					"is_group": 1
-				},
-				"account_number": "81",
-				"is_group": 1
-			},
-			"account_number": "8",
-			"root_type": "Expense"
-		}
-	}
-}

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

@@ -33,17 +33,6 @@
                         }, 
                         "account_number": "1151.000"
                     }, 
-                    "Pajak Dibayar di Muka": {
-                        "PPN Masukan": {
-                            "account_number": "1152.001",
-                            "account_type": "Tax"
-                        },
-                        "PPh 23 Dibayar di Muka": {
-                            "account_number": "1152.002",
-                            "account_type": "Tax"
-                        },
-                        "account_number": "1152.000"
-                    },
                     "account_number": "1150.000"
                 }, 
                 "Kas": {
@@ -108,6 +97,17 @@
                     }, 
                     "account_number": "1130.000"
                 },
+                "Pajak Dibayar di Muka": {
+                    "PPN Masukan": {
+                        "account_number": "1151.001", 
+                        "account_type": "Tax"
+                    },
+                    "PPh 23 Dibayar di Muka": {
+                        "account_number": "1152.001", 
+                        "account_type": "Tax"
+                    }, 
+                    "account_number": "1150.000"
+                },
                 "account_number": "1100.000"
                 
             }, 

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

@@ -6,83 +6,64 @@
             "Current Assets": {
                 "Accounts Receivable": {
                     "Debtors": {
-                        "account_type": "Receivable",
-                        "account_category": "Trade Receivables"
+                        "account_type": "Receivable"
                     }
                 },
                 "Bank Accounts": {
                     "account_type": "Bank",
-                    "is_group": 1,
-                    "account_category": "Cash and Cash Equivalents"
+                    "is_group": 1
                 },
                 "Cash In Hand": {
                     "Cash": {
-                        "account_type": "Cash",
-                        "account_category": "Cash and Cash Equivalents"
+                        "account_type": "Cash"
                     },
-                    "account_type": "Cash",
-                    "account_category": "Cash and Cash Equivalents"
+                    "account_type": "Cash"
                 },
                 "Loans and Advances (Assets)": {
-                    "is_group": 1,
-                    "account_category": "Other Receivables"
+                    "is_group": 1
                 },
                 "Securities and Deposits": {
-                    "Earnest Money": {
-                        "account_category": "Other Current Assets"
-                    }
+                    "Earnest Money": {}
                 },
                 "Stock Assets": {
                     "Stock In Hand": {
-                        "account_type": "Stock",
-                        "account_category": "Stock Assets"
+                        "account_type": "Stock"
                     },
-                    "account_type": "Stock",
-                    "account_category": "Stock Assets"
+                    "account_type": "Stock"
                 },
                 "Tax Assets": {
-                    "is_group": 1,
-                    "account_category": "Other Current Assets"
+                    "is_group": 1
                 }
             },
             "Fixed Assets": {
                 "Capital Equipment": {
-                    "account_type": "Fixed Asset",
-                    "account_category": "Tangible Assets"
+                    "account_type": "Fixed Asset"
                 },
                 "Electronic Equipment": {
-                    "account_type": "Fixed Asset",
-                    "account_category": "Tangible Assets"
+                    "account_type": "Fixed Asset"
                 },
                 "Furniture and Fixtures": {
-                    "account_type": "Fixed Asset",
-                    "account_category": "Tangible Assets"
+                    "account_type": "Fixed Asset"
                 },
                 "Office Equipment": {
-                    "account_type": "Fixed Asset",
-                    "account_category": "Tangible Assets"
+                    "account_type": "Fixed Asset"
                 },
                 "Plants and Machineries": {
-                    "account_type": "Fixed Asset",
-                    "account_category": "Tangible Assets"
+                    "account_type": "Fixed Asset"
                 },
                 "Buildings": {
-                    "account_type": "Fixed Asset",
-                    "account_category": "Tangible Assets"
+                    "account_type": "Fixed Asset"
                 },
                 "Accumulated Depreciations": {
-                    "account_type": "Accumulated Depreciation",
-                    "account_category": "Tangible Assets"
+                    "account_type": "Accumulated Depreciation"
                 }
             },
             "Investments": {
-                "is_group": 1,
-                "account_category": "Long-term Investments"
+                "is_group": 1
             },
             "Temporary Accounts": {
                 "Temporary Opening": {
-                    "account_type": "Temporary",
-                    "account_category": "Other Non-current Assets"
+                    "account_type": "Temporary"
                 }
             },
             "root_type": "Asset"
@@ -91,103 +72,55 @@
             "Direct Expenses": {
                 "Stock Expenses": {
                     "Cost of Goods Sold": {
-                        "account_type": "Cost of Goods Sold",
-                        "account_category": "Cost of Goods Sold"
+                        "account_type": "Cost of Goods Sold"
                     },
                     "Expenses Included In Valuation": {
-                        "account_type": "Expenses Included In Valuation",
-                        "account_category": "Other Direct Costs"
+                        "account_type": "Expenses Included In Valuation"
                     },
                     "Stock Adjustment": {
-                        "account_type": "Stock Adjustment",
-                        "account_category": "Other Direct Costs"
+                        "account_type": "Stock Adjustment"
                     }
                 }
             },
             "Indirect Expenses": {
-                "Administrative Expenses": {
-                    "account_category": "Operating Expenses"
-                },
-                "Commission on Sales": {
-                    "account_category": "Operating Expenses"
-                },
+                "Administrative Expenses": {},
+                "Commission on Sales": {},
                 "Depreciation": {
-                    "account_type": "Depreciation",
-                    "account_category": "Operating Expenses"
-                },
-                "Entertainment Expenses": {
-                    "account_category": "Operating Expenses"
+                    "account_type": "Depreciation"
                 },
+                "Entertainment Expenses": {},
                 "Freight and Forwarding Charges": {
-                    "account_type": "Chargeable",
-                    "account_category": "Operating Expenses"
-                },
-                "Legal Expenses": {
-                    "account_category": "Operating Expenses"
-                },
-                "Marketing Expenses": {
-                    "account_type": "Chargeable",
-                    "account_category": "Operating Expenses"
-                },
-                "Miscellaneous Expenses": {
-                    "account_type": "Chargeable",
-                    "account_category": "Operating Expenses"
-                },
-                "Office Maintenance Expenses": {
-                    "account_category": "Operating Expenses"
-                },
-                "Office Rent": {
-                    "account_category": "Operating Expenses"
-                },
-                "Postal Expenses": {
-                    "account_category": "Operating Expenses"
-                },
-                "Print and Stationery": {
-                    "account_category": "Operating Expenses"
+                    "account_type": "Chargeable"
                 },
+                "Legal Expenses": {},
+                "Marketing Expenses": {},
+                "Miscellaneous Expenses": {},
+                "Office Maintenance Expenses": {},
+                "Office Rent": {},
+                "Postal Expenses": {},
+                "Print and Stationery": {},
                 "Rounded Off": {
-                    "account_type": "Round Off",
-                    "account_category": "Operating Expenses"
+                    "account_type": "Round Off"
                 },
-                "Salary": {
-                    "account_category": "Operating Expenses"
-                },
-                "Sales Expenses": {
-                    "account_category": "Operating Expenses"
-                },
-                "Telephone Expenses": {
-                    "account_category": "Operating Expenses"
-                },
-                "Travel Expenses": {
-                    "account_category": "Operating Expenses"
-                },
-                "Utility Expenses": {
-                    "account_category": "Operating Expenses"
-                },
-                "Write Off": {
-                    "account_category": "Operating Expenses"
-                },
-                "Exchange Gain/Loss": {
-                    "account_category": "Operating Expenses"
-                },
-                "Gain/Loss on Asset Disposal": {
-                    "account_category": "Other Operating Income"
-                },
-                "Impairment": {
-                    "account_category": "Operating Expenses"
-                }
+                "Salary": {},
+                "Sales Expenses": {},
+                "Telephone Expenses": {},
+                "Travel Expenses": {},
+                "Utility Expenses": {},
+                "Write Off": {},
+                "Exchange Gain/Loss": {},
+                "Gain/Loss on Asset Disposal": {},
+                "Impairment": {}
             },
             "root_type": "Expense"
         },
         "Income": {
             "Direct Income": {
                 "Sales": {
-                    "account_type": "Income Account",
-                    "account_category": "Revenue from Operations"
+                    "account_type": "Income Account"
                 },
                 "Service": {
-                    "account_type": "Income Account",
-                    "account_category": "Revenue from Operations"
+                    "account_type": "Income Account"
                 },
                 "account_type": "Income Account"
             },
@@ -199,51 +132,31 @@
         },
         "Source of Funds (Liabilities)": {
             "Capital Account": {
-                "Reserves and Surplus": {
-                    "account_category": "Reserves and Surplus"
-                },
-                "Shareholders Funds": {
-                    "account_category": "Share Capital"
-                },
-                "Revaluation Surplus": {
-                    "account_category": "Reserves and Surplus"
-                }
+                "Reserves and Surplus": {},
+                "Shareholders Funds": {},
+                "Revaluation Surplus": {}
             },
             "Current Liabilities": {
                 "Accounts Payable": {
                     "Creditors": {
-                        "account_type": "Payable",
-                        "account_category": "Trade Payables"
+                        "account_type": "Payable"
                     },
-                    "Payroll Payable": {
-                        "account_category": "Other Payables"
-                    }
+                    "Payroll Payable": {}
                 },
                 "Stock Liabilities": {
                     "Stock Received But Not Billed": {
-                        "account_type": "Stock Received But Not Billed",
-                        "account_category": "Trade Payables"
+                        "account_type": "Stock Received But Not Billed"
                     }
                 },
                 "Duties and Taxes": {
                     "TDS": {
-                        "account_type": "Tax",
-                        "account_category": "Current Tax Liabilities"
-                    },
-                    "account_type": "Tax",
-                    "is_group": 1,
-                    "account_category": "Current Tax Liabilities"
+                        "account_type": "Tax"
+                    }
                 },
                 "Loans (Liabilities)": {
-                    "Secured Loans": {
-                        "account_category": "Long-term Borrowings"
-                    },
-                    "Unsecured Loans": {
-                        "account_category": "Long-term Borrowings"
-                    },
-                    "Bank Overdraft Account": {
-                        "account_category": "Short-term Borrowings"
-                    }
+                    "Secured Loans": {},
+                    "Unsecured Loans": {},
+                    "Bank Overdraft Account": {}
                 }
             },
             "root_type": "Liability"

erpnext/accounts/doctype/account/chart_of_accounts/verified/standard_chart_of_accounts.py

@@ -9,192 +9,103 @@ def get():
 	return {
 		_("Application of Funds (Assets)"): {
 			_("Current Assets"): {
-				_("Accounts Receivable"): {
-					_("Debtors"): {"account_type": "Receivable", "account_category": "Trade Receivables"}
-				},
-				_("Bank Accounts"): {
-					"account_type": "Bank",
-					"is_group": 1,
-					"account_category": "Cash and Cash Equivalents",
-				},
-				_("Cash In Hand"): {
-					_("Cash"): {"account_type": "Cash", "account_category": "Cash and Cash Equivalents"},
-					"account_type": "Cash",
-					"account_category": "Cash and Cash Equivalents",
-				},
+				_("Accounts Receivable"): {_("Debtors"): {"account_type": "Receivable"}},
+				_("Bank Accounts"): {"account_type": "Bank", "is_group": 1},
+				_("Cash In Hand"): {_("Cash"): {"account_type": "Cash"}, "account_type": "Cash"},
 				_("Loans and Advances (Assets)"): {
-					_("Employee Advances"): {
-						"account_type": "Payable",
-						"account_category": "Other Receivables",
-					},
+					_("Employee Advances"): {},
 				},
-				_("Securities and Deposits"): {
-					_("Earnest Money"): {"account_category": "Other Current Assets"}
-				},
-				_("Prepaid Expenses"): {"account_category": "Other Current Assets"},
-				_("Short-term Investments"): {"account_category": "Short-term Investments"},
+				_("Securities and Deposits"): {_("Earnest Money"): {}},
 				_("Stock Assets"): {
-					_("Stock In Hand"): {"account_type": "Stock", "account_category": "Stock Assets"},
+					_("Stock In Hand"): {"account_type": "Stock"},
 					"account_type": "Stock",
-					"account_category": "Stock Assets",
 				},
-				_("Tax Assets"): {"is_group": 1, "account_category": "Other Current Assets"},
+				_("Tax Assets"): {"is_group": 1},
 			},
 			_("Fixed Assets"): {
-				_("Capital Equipment"): {
-					"account_type": "Fixed Asset",
-					"account_category": "Tangible Assets",
-				},
-				_("Electronic Equipment"): {
-					"account_type": "Fixed Asset",
-					"account_category": "Tangible Assets",
-				},
-				_("Furniture and Fixtures"): {
-					"account_type": "Fixed Asset",
-					"account_category": "Tangible Assets",
-				},
-				_("Office Equipment"): {"account_type": "Fixed Asset", "account_category": "Tangible Assets"},
-				_("Plants and Machineries"): {
-					"account_type": "Fixed Asset",
-					"account_category": "Tangible Assets",
-				},
-				_("Buildings"): {"account_type": "Fixed Asset", "account_category": "Tangible Assets"},
-				_("Software"): {"account_type": "Fixed Asset", "account_category": "Intangible Assets"},
-				_("Accumulated Depreciation"): {
-					"account_type": "Accumulated Depreciation",
-					"account_category": "Tangible Assets",
-				},
+				_("Capital Equipment"): {"account_type": "Fixed Asset"},
+				_("Electronic Equipment"): {"account_type": "Fixed Asset"},
+				_("Furniture and Fixtures"): {"account_type": "Fixed Asset"},
+				_("Office Equipment"): {"account_type": "Fixed Asset"},
+				_("Plants and Machineries"): {"account_type": "Fixed Asset"},
+				_("Buildings"): {"account_type": "Fixed Asset"},
+				_("Software"): {"account_type": "Fixed Asset"},
+				_("Accumulated Depreciation"): {"account_type": "Accumulated Depreciation"},
 				_("CWIP Account"): {
 					"account_type": "Capital Work in Progress",
-					"account_category": "Tangible Assets",
 				},
 			},
-			_("Investments"): {"is_group": 1, "account_category": "Long-term Investments"},
-			_("Temporary Accounts"): {
-				_("Temporary Opening"): {
-					"account_type": "Temporary",
-					"account_category": "Other Non-current Assets",
-				}
-			},
+			_("Investments"): {"is_group": 1},
+			_("Temporary Accounts"): {_("Temporary Opening"): {"account_type": "Temporary"}},
 			"root_type": "Asset",
 		},
 		_("Expenses"): {
 			_("Direct Expenses"): {
 				_("Stock Expenses"): {
-					_("Cost of Goods Sold"): {
-						"account_type": "Cost of Goods Sold",
-						"account_category": "Cost of Goods Sold",
-					},
+					_("Cost of Goods Sold"): {"account_type": "Cost of Goods Sold"},
 					_("Expenses Included In Asset Valuation"): {
-						"account_type": "Expenses Included In Asset Valuation",
-						"account_category": "Other Direct Costs",
-					},
-					_("Expenses Included In Valuation"): {
-						"account_type": "Expenses Included In Valuation",
-						"account_category": "Other Direct Costs",
-					},
-					_("Stock Adjustment"): {
-						"account_type": "Stock Adjustment",
-						"account_category": "Other Direct Costs",
+						"account_type": "Expenses Included In Asset Valuation"
 					},
+					_("Expenses Included In Valuation"): {"account_type": "Expenses Included In Valuation"},
+					_("Stock Adjustment"): {"account_type": "Stock Adjustment"},
 				},
 			},
 			_("Indirect Expenses"): {
-				_("Administrative Expenses"): {"account_category": "Operating Expenses"},
-				_("Commission on Sales"): {"account_category": "Operating Expenses"},
-				_("Depreciation"): {"account_type": "Depreciation", "account_category": "Operating Expenses"},
-				_("Entertainment Expenses"): {"account_category": "Operating Expenses"},
-				_("Freight and Forwarding Charges"): {
-					"account_type": "Chargeable",
-					"account_category": "Operating Expenses",
-				},
-				_("Legal Expenses"): {"account_category": "Operating Expenses"},
-				_("Marketing Expenses"): {
-					"account_type": "Chargeable",
-					"account_category": "Operating Expenses",
-				},
-				_("Miscellaneous Expenses"): {
-					"account_type": "Chargeable",
-					"account_category": "Operating Expenses",
-				},
-				_("Office Maintenance Expenses"): {"account_category": "Operating Expenses"},
-				_("Office Rent"): {"account_category": "Operating Expenses"},
-				_("Postal Expenses"): {"account_category": "Operating Expenses"},
-				_("Print and Stationery"): {"account_category": "Operating Expenses"},
-				_("Round Off"): {"account_type": "Round Off", "account_category": "Operating Expenses"},
-				_("Salary"): {"account_category": "Operating Expenses"},
-				_("Sales Expenses"): {"account_category": "Operating Expenses"},
-				_("Telephone Expenses"): {"account_category": "Operating Expenses"},
-				_("Travel Expenses"): {"account_category": "Operating Expenses"},
-				_("Utility Expenses"): {"account_category": "Operating Expenses"},
-				_("Write Off"): {"account_category": "Operating Expenses"},
-				_("Exchange Gain/Loss"): {"account_category": "Operating Expenses"},
-				_("Interest Expense"): {"account_category": "Finance Costs"},
-				_("Bank Charges"): {"account_category": "Finance Costs"},
-				_("Gain/Loss on Asset Disposal"): {"account_category": "Other Operating Income"},
-				_("Impairment"): {"account_category": "Operating Expenses"},
-				_("Tax Expense"): {"account_category": "Tax Expense"},
+				_("Administrative Expenses"): {},
+				_("Commission on Sales"): {},
+				_("Depreciation"): {"account_type": "Depreciation"},
+				_("Entertainment Expenses"): {},
+				_("Freight and Forwarding Charges"): {"account_type": "Chargeable"},
+				_("Legal Expenses"): {},
+				_("Marketing Expenses"): {"account_type": "Chargeable"},
+				_("Miscellaneous Expenses"): {"account_type": "Chargeable"},
+				_("Office Maintenance Expenses"): {},
+				_("Office Rent"): {},
+				_("Postal Expenses"): {},
+				_("Print and Stationery"): {},
+				_("Round Off"): {"account_type": "Round Off"},
+				_("Salary"): {},
+				_("Sales Expenses"): {},
+				_("Telephone Expenses"): {},
+				_("Travel Expenses"): {},
+				_("Utility Expenses"): {},
+				_("Write Off"): {},
+				_("Exchange Gain/Loss"): {},
+				_("Gain/Loss on Asset Disposal"): {},
+				_("Impairment"): {},
 			},
 			"root_type": "Expense",
 		},
 		_("Income"): {
-			_("Direct Income"): {
-				_("Sales"): {"account_category": "Revenue from Operations"},
-				_("Service"): {"account_category": "Revenue from Operations"},
-			},
-			_("Indirect Income"): {
-				_("Interest Income"): {"account_category": "Investment Income"},
-				_("Interest on Fixed Deposits"): {"account_category": "Investment Income"},
-				"is_group": 1,
-			},
+			_("Direct Income"): {_("Sales"): {}, _("Service"): {}},
+			_("Indirect Income"): {"is_group": 1},
 			"root_type": "Income",
 		},
 		_("Source of Funds (Liabilities)"): {
 			_("Current Liabilities"): {
 				_("Accounts Payable"): {
-					_("Creditors"): {"account_type": "Payable", "account_category": "Trade Payables"},
-					_("Payroll Payable"): {"account_category": "Other Payables"},
+					_("Creditors"): {"account_type": "Payable"},
+					_("Payroll Payable"): {},
 				},
-				_("Accrued Expenses"): {"account_category": "Other Current Liabilities"},
-				_("Customer Advances"): {"account_category": "Other Current Liabilities"},
 				_("Stock Liabilities"): {
-					_("Stock Received But Not Billed"): {
-						"account_type": "Stock Received But Not Billed",
-						"account_category": "Trade Payables",
-					},
-					_("Asset Received But Not Billed"): {
-						"account_type": "Asset Received But Not Billed",
-						"account_category": "Trade Payables",
-					},
+					_("Stock Received But Not Billed"): {"account_type": "Stock Received But Not Billed"},
+					_("Asset Received But Not Billed"): {"account_type": "Asset Received But Not Billed"},
 				},
-				_("Duties and Taxes"): {
-					"account_type": "Tax",
-					"is_group": 1,
-					"account_category": "Current Tax Liabilities",
-				},
-				_("Short-term Provisions"): {"account_category": "Short-term Provisions"},
+				_("Duties and Taxes"): {"account_type": "Tax", "is_group": 1},
 				_("Loans (Liabilities)"): {
-					_("Secured Loans"): {"account_category": "Long-term Borrowings"},
-					_("Unsecured Loans"): {"account_category": "Long-term Borrowings"},
-					_("Bank Overdraft Account"): {"account_category": "Short-term Borrowings"},
+					_("Secured Loans"): {},
+					_("Unsecured Loans"): {},
+					_("Bank Overdraft Account"): {},
 				},
 			},
-			_("Non-Current Liabilities"): {
-				_("Long-term Provisions"): {"account_category": "Long-term Provisions"},
-				_("Employee Benefits Obligation"): {"account_category": "Other Non-current Liabilities"},
-				"is_group": 1,
-			},
 			"root_type": "Liability",
 		},
 		_("Equity"): {
-			_("Capital Stock"): {"account_type": "Equity", "account_category": "Share Capital"},
-			_("Dividends Paid"): {"account_type": "Equity", "account_category": "Reserves and Surplus"},
-			_("Opening Balance Equity"): {
-				"account_type": "Equity",
-				"account_category": "Reserves and Surplus",
-			},
-			_("Retained Earnings"): {"account_type": "Equity", "account_category": "Reserves and Surplus"},
-			_("Revaluation Surplus"): {"account_type": "Equity", "account_category": "Reserves and Surplus"},
+			_("Capital Stock"): {"account_type": "Equity"},
+			_("Dividends Paid"): {"account_type": "Equity"},
+			_("Opening Balance Equity"): {"account_type": "Equity"},
+			_("Retained Earnings"): {"account_type": "Equity"},
+			_("Revaluation Surplus"): {"account_type": "Equity"},
 			"root_type": "Equity",
 		},
 	}

erpnext/accounts/doctype/account/chart_of_accounts/verified/standard_chart_of_accounts_with_account_number.py

@@ -10,128 +10,49 @@ def get():
 		_("Application of Funds (Assets)"): {
 			_("Current Assets"): {
 				_("Accounts Receivable"): {
-					_("Debtors"): {
-						"account_type": "Receivable",
-						"account_number": "1310",
-						"account_category": "Trade Receivables",
-					},
+					_("Debtors"): {"account_type": "Receivable", "account_number": "1310"},
 					"account_number": "1300",
 				},
-				_("Bank Accounts"): {
-					"account_type": "Bank",
-					"is_group": 1,
-					"account_number": "1200",
-					"account_category": "Cash and Cash Equivalents",
-				},
+				_("Bank Accounts"): {"account_type": "Bank", "is_group": 1, "account_number": "1200"},
 				_("Cash In Hand"): {
-					_("Cash"): {
-						"account_type": "Cash",
-						"account_number": "1110",
-						"account_category": "Cash and Cash Equivalents",
-					},
+					_("Cash"): {"account_type": "Cash", "account_number": "1110"},
 					"account_type": "Cash",
 					"account_number": "1100",
-					"account_category": "Cash and Cash Equivalents",
 				},
 				_("Loans and Advances (Assets)"): {
-					_("Employee Advances"): {
-						"account_number": "1610",
-						"account_type": "Payable",
-						"account_category": "Other Receivables",
-					},
+					_("Employee Advances"): {"account_number": "1610"},
 					"account_number": "1600",
 				},
 				_("Securities and Deposits"): {
-					_("Earnest Money"): {
-						"account_number": "1651",
-						"account_category": "Other Current Assets",
-					},
+					_("Earnest Money"): {"account_number": "1651"},
 					"account_number": "1650",
 				},
-				_("Prepaid Expenses"): {
-					"account_number": "1660",
-					"account_category": "Other Current Assets",
-				},
-				_("Short-term Investments"): {
-					"account_number": "1670",
-					"account_category": "Short-term Investments",
-				},
 				_("Stock Assets"): {
-					_("Stock In Hand"): {
-						"account_type": "Stock",
-						"account_number": "1410",
-						"account_category": "Stock Assets",
-					},
+					_("Stock In Hand"): {"account_type": "Stock", "account_number": "1410"},
 					"account_type": "Stock",
 					"account_number": "1400",
-					"account_category": "Stock Assets",
-				},
-				_("Tax Assets"): {
-					"is_group": 1,
-					"account_number": "1500",
-					"account_category": "Other Current Assets",
 				},
+				_("Tax Assets"): {"is_group": 1, "account_number": "1500"},
 				"account_number": "1100-1600",
 			},
 			_("Fixed Assets"): {
-				_("Capital Equipment"): {
-					"account_type": "Fixed Asset",
-					"account_number": "1710",
-					"account_category": "Tangible Assets",
-				},
-				_("Electronic Equipment"): {
-					"account_type": "Fixed Asset",
-					"account_number": "1720",
-					"account_category": "Tangible Assets",
-				},
-				_("Furniture and Fixtures"): {
-					"account_type": "Fixed Asset",
-					"account_number": "1730",
-					"account_category": "Tangible Assets",
-				},
-				_("Office Equipment"): {
-					"account_type": "Fixed Asset",
-					"account_number": "1740",
-					"account_category": "Tangible Assets",
-				},
-				_("Plants and Machineries"): {
-					"account_type": "Fixed Asset",
-					"account_number": "1750",
-					"account_category": "Tangible Assets",
-				},
-				_("Buildings"): {
-					"account_type": "Fixed Asset",
-					"account_number": "1760",
-					"account_category": "Tangible Assets",
-				},
-				_("Software"): {
-					"account_type": "Fixed Asset",
-					"account_number": "1770",
-					"account_category": "Intangible Assets",
-				},
+				_("Capital Equipment"): {"account_type": "Fixed Asset", "account_number": "1710"},
+				_("Electronic Equipment"): {"account_type": "Fixed Asset", "account_number": "1720"},
+				_("Furniture and Fixtures"): {"account_type": "Fixed Asset", "account_number": "1730"},
+				_("Office Equipment"): {"account_type": "Fixed Asset", "account_number": "1740"},
+				_("Plants and Machineries"): {"account_type": "Fixed Asset", "account_number": "1750"},
+				_("Buildings"): {"account_type": "Fixed Asset", "account_number": "1760"},
+				_("Software"): {"account_type": "Fixed Asset", "account_number": "1770"},
 				_("Accumulated Depreciation"): {
 					"account_type": "Accumulated Depreciation",
 					"account_number": "1780",
-					"account_category": "Tangible Assets",
-				},
-				_("CWIP Account"): {
-					"account_type": "Capital Work in Progress",
-					"account_number": "1790",
-					"account_category": "Tangible Assets",
 				},
+				_("CWIP Account"): {"account_type": "Capital Work in Progress", "account_number": "1790"},
 				"account_number": "1700",
 			},
-			_("Investments"): {
-				"is_group": 1,
-				"account_number": "1800",
-				"account_category": "Long-term Investments",
-			},
+			_("Investments"): {"is_group": 1, "account_number": "1800"},
 			_("Temporary Accounts"): {
-				_("Temporary Opening"): {
-					"account_type": "Temporary",
-					"account_number": "1910",
-					"account_category": "Other Non-current Assets",
-				},
+				_("Temporary Opening"): {"account_type": "Temporary", "account_number": "1910"},
 				"account_number": "1900",
 			},
 			"root_type": "Asset",
@@ -140,94 +61,42 @@ def get():
 		_("Expenses"): {
 			_("Direct Expenses"): {
 				_("Stock Expenses"): {
-					_("Cost of Goods Sold"): {
-						"account_type": "Cost of Goods Sold",
-						"account_number": "5111",
-						"account_category": "Cost of Goods Sold",
-					},
+					_("Cost of Goods Sold"): {"account_type": "Cost of Goods Sold", "account_number": "5111"},
 					_("Expenses Included In Asset Valuation"): {
 						"account_type": "Expenses Included In Asset Valuation",
 						"account_number": "5112",
-						"account_category": "Other Direct Costs",
 					},
 					_("Expenses Included In Valuation"): {
 						"account_type": "Expenses Included In Valuation",
 						"account_number": "5118",
-						"account_category": "Other Direct Costs",
-					},
-					_("Stock Adjustment"): {
-						"account_type": "Stock Adjustment",
-						"account_number": "5119",
-						"account_category": "Other Direct Costs",
 					},
+					_("Stock Adjustment"): {"account_type": "Stock Adjustment", "account_number": "5119"},
 					"account_number": "5110",
 				},
 				"account_number": "5100",
 			},
 			_("Indirect Expenses"): {
-				_("Administrative Expenses"): {
-					"account_number": "5201",
-					"account_category": "Operating Expenses",
-				},
-				_("Commission on Sales"): {
-					"account_number": "5202",
-					"account_category": "Operating Expenses",
-				},
-				_("Depreciation"): {
-					"account_type": "Depreciation",
-					"account_number": "5203",
-					"account_category": "Operating Expenses",
-				},
-				_("Entertainment Expenses"): {
-					"account_number": "5204",
-					"account_category": "Operating Expenses",
-				},
-				_("Freight and Forwarding Charges"): {
-					"account_type": "Chargeable",
-					"account_number": "5205",
-					"account_category": "Operating Expenses",
-				},
-				_("Legal Expenses"): {"account_number": "5206", "account_category": "Operating Expenses"},
-				_("Marketing Expenses"): {
-					"account_type": "Chargeable",
-					"account_number": "5207",
-					"account_category": "Operating Expenses",
-				},
-				_("Office Maintenance Expenses"): {
-					"account_number": "5208",
-					"account_category": "Operating Expenses",
-				},
-				_("Office Rent"): {"account_number": "5209", "account_category": "Operating Expenses"},
-				_("Postal Expenses"): {"account_number": "5210", "account_category": "Operating Expenses"},
-				_("Print and Stationery"): {
-					"account_number": "5211",
-					"account_category": "Operating Expenses",
-				},
-				_("Round Off"): {
-					"account_type": "Round Off",
-					"account_number": "5212",
-					"account_category": "Operating Expenses",
-				},
-				_("Salary"): {"account_number": "5213", "account_category": "Operating Expenses"},
-				_("Sales Expenses"): {"account_number": "5214", "account_category": "Operating Expenses"},
-				_("Telephone Expenses"): {"account_number": "5215", "account_category": "Operating Expenses"},
-				_("Travel Expenses"): {"account_number": "5216", "account_category": "Operating Expenses"},
-				_("Utility Expenses"): {"account_number": "5217", "account_category": "Operating Expenses"},
-				_("Write Off"): {"account_number": "5218", "account_category": "Operating Expenses"},
-				_("Exchange Gain/Loss"): {"account_number": "5219", "account_category": "Operating Expenses"},
-				_("Interest Expense"): {"account_number": "5220", "account_category": "Finance Costs"},
-				_("Bank Charges"): {"account_number": "5221", "account_category": "Finance Costs"},
-				_("Gain/Loss on Asset Disposal"): {
-					"account_number": "5222",
-					"account_category": "Other Operating Income",
-				},
-				_("Miscellaneous Expenses"): {
-					"account_type": "Chargeable",
-					"account_number": "5223",
-					"account_category": "Operating Expenses",
-				},
-				_("Impairment"): {"account_number": "5224", "account_category": "Operating Expenses"},
-				_("Tax Expense"): {"account_number": "5225", "account_category": "Tax Expense"},
+				_("Administrative Expenses"): {"account_number": "5201"},
+				_("Commission on Sales"): {"account_number": "5202"},
+				_("Depreciation"): {"account_type": "Depreciation", "account_number": "5203"},
+				_("Entertainment Expenses"): {"account_number": "5204"},
+				_("Freight and Forwarding Charges"): {"account_type": "Chargeable", "account_number": "5205"},
+				_("Legal Expenses"): {"account_number": "5206"},
+				_("Marketing Expenses"): {"account_type": "Chargeable", "account_number": "5207"},
+				_("Office Maintenance Expenses"): {"account_number": "5208"},
+				_("Office Rent"): {"account_number": "5209"},
+				_("Postal Expenses"): {"account_number": "5210"},
+				_("Print and Stationery"): {"account_number": "5211"},
+				_("Round Off"): {"account_type": "Round Off", "account_number": "5212"},
+				_("Salary"): {"account_number": "5213"},
+				_("Sales Expenses"): {"account_number": "5214"},
+				_("Telephone Expenses"): {"account_number": "5215"},
+				_("Travel Expenses"): {"account_number": "5216"},
+				_("Utility Expenses"): {"account_number": "5217"},
+				_("Write Off"): {"account_number": "5218"},
+				_("Exchange Gain/Loss"): {"account_number": "5219"},
+				_("Gain/Loss on Asset Disposal"): {"account_number": "5220"},
+				_("Miscellaneous Expenses"): {"account_type": "Chargeable", "account_number": "5221"},
 				"account_number": "5200",
 			},
 			"root_type": "Expense",
@@ -235,126 +104,54 @@ def get():
 		},
 		_("Income"): {
 			_("Direct Income"): {
-				_("Sales"): {"account_number": "4110", "account_category": "Revenue from Operations"},
-				_("Service"): {"account_number": "4120", "account_category": "Revenue from Operations"},
+				_("Sales"): {"account_number": "4110"},
+				_("Service"): {"account_number": "4120"},
 				"account_number": "4100",
 			},
-			_("Indirect Income"): {
-				_("Interest Income"): {"account_number": "4210", "account_category": "Investment Income"},
-				_("Interest on Fixed Deposits"): {
-					"account_number": "4220",
-					"account_category": "Investment Income",
-				},
-				"is_group": 1,
-				"account_number": "4200",
-			},
+			_("Indirect Income"): {"is_group": 1, "account_number": "4200"},
 			"root_type": "Income",
 			"account_number": "4000",
 		},
 		_("Source of Funds (Liabilities)"): {
 			_("Current Liabilities"): {
 				_("Accounts Payable"): {
-					_("Creditors"): {
-						"account_type": "Payable",
-						"account_number": "2110",
-						"account_category": "Trade Payables",
-					},
-					_("Payroll Payable"): {"account_number": "2120", "account_category": "Other Payables"},
+					_("Creditors"): {"account_type": "Payable", "account_number": "2110"},
+					_("Payroll Payable"): {"account_number": "2120"},
 					"account_number": "2100",
 				},
-				_("Accrued Expenses"): {
-					"account_number": "2150",
-					"account_category": "Other Current Liabilities",
-				},
-				_("Customer Advances"): {
-					"account_number": "2160",
-					"account_category": "Other Current Liabilities",
-				},
 				_("Stock Liabilities"): {
 					_("Stock Received But Not Billed"): {
 						"account_type": "Stock Received But Not Billed",
 						"account_number": "2210",
-						"account_category": "Trade Payables",
 					},
 					_("Asset Received But Not Billed"): {
 						"account_type": "Asset Received But Not Billed",
 						"account_number": "2211",
-						"account_category": "Trade Payables",
 					},
 					"account_number": "2200",
 				},
 				_("Duties and Taxes"): {
-					_("TDS Payable"): {
-						"account_number": "2310",
-						"account_category": "Current Tax Liabilities",
-					},
+					_("TDS Payable"): {"account_number": "2310"},
 					"account_type": "Tax",
 					"is_group": 1,
 					"account_number": "2300",
-					"account_category": "Current Tax Liabilities",
-				},
-				_("Short-term Provisions"): {
-					"account_number": "2350",
-					"account_category": "Short-term Provisions",
 				},
 				_("Loans (Liabilities)"): {
-					_("Secured Loans"): {
-						"account_number": "2410",
-						"account_category": "Long-term Borrowings",
-					},
-					_("Unsecured Loans"): {
-						"account_number": "2420",
-						"account_category": "Long-term Borrowings",
-					},
-					_("Bank Overdraft Account"): {
-						"account_number": "2430",
-						"account_category": "Short-term Borrowings",
-					},
+					_("Secured Loans"): {"account_number": "2410"},
+					_("Unsecured Loans"): {"account_number": "2420"},
+					_("Bank Overdraft Account"): {"account_number": "2430"},
 					"account_number": "2400",
 				},
 				"account_number": "2100-2400",
 			},
-			_("Non-Current Liabilities"): {
-				_("Long-term Provisions"): {
-					"account_number": "2510",
-					"account_category": "Long-term Provisions",
-				},
-				_("Employee Benefits Obligation"): {
-					"account_number": "2520",
-					"account_category": "Other Non-current Liabilities",
-				},
-				"is_group": 1,
-				"account_number": "2500",
-			},
 			"root_type": "Liability",
 			"account_number": "2000",
 		},
 		_("Equity"): {
-			_("Capital Stock"): {
-				"account_type": "Equity",
-				"account_number": "3100",
-				"account_category": "Share Capital",
-			},
-			_("Dividends Paid"): {
-				"account_type": "Equity",
-				"account_number": "3200",
-				"account_category": "Reserves and Surplus",
-			},
-			_("Opening Balance Equity"): {
-				"account_type": "Equity",
-				"account_number": "3300",
-				"account_category": "Reserves and Surplus",
-			},
-			_("Retained Earnings"): {
-				"account_type": "Equity",
-				"account_number": "3400",
-				"account_category": "Reserves and Surplus",
-			},
-			_("Revaluation Surplus"): {
-				"account_type": "Equity",
-				"account_number": "3500",
-				"account_category": "Reserves and Surplus",
-			},
+			_("Capital Stock"): {"account_type": "Equity", "account_number": "3100"},
+			_("Dividends Paid"): {"account_type": "Equity", "account_number": "3200"},
+			_("Opening Balance Equity"): {"account_type": "Equity", "account_number": "3300"},
+			_("Retained Earnings"): {"account_type": "Equity", "account_number": "3400"},
 			"root_type": "Equity",
 			"account_number": "3000",
 		},

erpnext/accounts/doctype/account/test_account.py

@@ -1,7 +1,9 @@
 # Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
 # License: GNU General Public License v3. See license.txt
+import unittest
 
 import frappe
+from frappe.tests import IntegrationTestCase
 from frappe.utils import nowdate
 
 from erpnext.accounts.doctype.account.account import (
@@ -10,10 +12,11 @@ from erpnext.accounts.doctype.account.account import (
 	update_account_number,
 )
 from erpnext.stock import get_company_default_inventory_account, get_warehouse_account
-from erpnext.tests.utils import ERPNextTestSuite
+
+EXTRA_TEST_RECORD_DEPENDENCIES = ["Company"]
 
 
-class TestAccount(ERPNextTestSuite):
+class TestAccount(IntegrationTestCase):
 	def test_rename_account(self):
 		if not frappe.db.exists("Account", "1210 - Debtors - _TC"):
 			acc = frappe.new_doc("Account")
@@ -320,6 +323,72 @@ class TestAccount(ERPNextTestSuite):
 		self.assertEqual(balance, 0)
 
 
+def _make_test_records(verbose=None):
+	from frappe.tests.utils import make_test_objects
+
+	accounts = [
+		# [account_name, parent_account, is_group]
+		["_Test Bank", "Bank Accounts", 0, "Bank", None],
+		["_Test Bank USD", "Bank Accounts", 0, "Bank", "USD"],
+		["_Test Bank EUR", "Bank Accounts", 0, "Bank", "EUR"],
+		["_Test Cash", "Cash In Hand", 0, "Cash", None],
+		["_Test Account Stock Expenses", "Direct Expenses", 1, None, None],
+		["_Test Account Shipping Charges", "_Test Account Stock Expenses", 0, "Chargeable", None],
+		["_Test Account Customs Duty", "_Test Account Stock Expenses", 0, "Tax", None],
+		["_Test Account Insurance Charges", "_Test Account Stock Expenses", 0, "Chargeable", None],
+		["_Test Account Stock Adjustment", "_Test Account Stock Expenses", 0, "Stock Adjustment", None],
+		["_Test Employee Advance", "Current Liabilities", 0, None, None],
+		["_Test Account Tax Assets", "Current Assets", 1, None, None],
+		["_Test Account VAT", "_Test Account Tax Assets", 0, "Tax", None],
+		["_Test Account Service Tax", "_Test Account Tax Assets", 0, "Tax", None],
+		["_Test Account Reserves and Surplus", "Current Liabilities", 0, None, None],
+		["_Test Account Cost for Goods Sold", "Expenses", 0, None, None],
+		["_Test Account Excise Duty", "_Test Account Tax Assets", 0, "Tax", None],
+		["_Test Account Education Cess", "_Test Account Tax Assets", 0, "Tax", None],
+		["_Test Account S&H Education Cess", "_Test Account Tax Assets", 0, "Tax", None],
+		["_Test Account CST", "Direct Expenses", 0, "Tax", None],
+		["_Test Account Discount", "Direct Expenses", 0, None, None],
+		["_Test Write Off", "Indirect Expenses", 0, None, None],
+		["_Test Exchange Gain/Loss", "Indirect Expenses", 0, None, None],
+		["_Test Account Sales", "Direct Income", 0, None, None],
+		# related to Account Inventory Integration
+		["_Test Account Stock In Hand", "Current Assets", 0, None, None],
+		# fixed asset depreciation
+		["_Test Fixed Asset", "Current Assets", 0, "Fixed Asset", None],
+		["_Test Accumulated Depreciations", "Current Assets", 0, "Accumulated Depreciation", None],
+		["_Test Depreciations", "Expenses", 0, "Depreciation", None],
+		["_Test Gain/Loss on Asset Disposal", "Expenses", 0, None, None],
+		# Receivable / Payable Account
+		["_Test Receivable", "Current Assets", 0, "Receivable", None],
+		["_Test Payable", "Current Liabilities", 0, "Payable", None],
+		["_Test Receivable USD", "Current Assets", 0, "Receivable", "USD"],
+		["_Test Payable USD", "Current Liabilities", 0, "Payable", "USD"],
+	]
+
+	for company, abbr in [
+		["_Test Company", "_TC"],
+		["_Test Company 1", "_TC1"],
+		["_Test Company with perpetual inventory", "TCP1"],
+	]:
+		test_objects = make_test_objects(
+			"Account",
+			[
+				{
+					"doctype": "Account",
+					"account_name": account_name,
+					"parent_account": parent_account + " - " + abbr,
+					"company": company,
+					"is_group": is_group,
+					"account_type": account_type,
+					"account_currency": currency,
+				}
+				for account_name, parent_account, is_group, account_type, currency in accounts
+			],
+		)
+
+	return test_objects
+
+
 def get_inventory_account(company, warehouse=None):
 	account = None
 	if warehouse:
@@ -346,13 +415,15 @@ def create_account(**kwargs):
 		return account.name
 	else:
 		account = frappe.get_doc(
-			doctype="Account",
-			is_group=kwargs.get("is_group", 0),
-			account_name=kwargs.get("account_name"),
-			account_type=kwargs.get("account_type"),
-			parent_account=kwargs.get("parent_account"),
-			company=kwargs.get("company"),
-			account_currency=kwargs.get("account_currency"),
+			dict(
+				doctype="Account",
+				is_group=kwargs.get("is_group", 0),
+				account_name=kwargs.get("account_name"),
+				account_type=kwargs.get("account_type"),
+				parent_account=kwargs.get("parent_account"),
+				company=kwargs.get("company"),
+				account_currency=kwargs.get("account_currency"),
+			)
 		)
 
 		account.save()

erpnext/accounts/doctype/account/test_records.json

@@ -0,0 +1,6 @@
+[
+	{
+		"doctype": "Account",
+		"name": "_Test Account 1"
+	}
+]

erpnext/accounts/doctype/account_category/account_category.js

@@ -1,8 +0,0 @@
-// Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
-// For license information, please see license.txt
-
-// frappe.ui.form.on("Account Category", {
-// 	refresh(frm) {
-
-// 	},
-// });

erpnext/accounts/doctype/account_category/account_category.json

@@ -1,91 +0,0 @@
-{
- "actions": [],
- "allow_rename": 1,
- "autoname": "field:account_category_name",
- "creation": "2025-08-02 06:22:31.835063",
- "doctype": "DocType",
- "engine": "InnoDB",
- "field_order": [
-  "account_category_name",
-  "root_type",
-  "column_break_qluu",
-  "description"
- ],
- "fields": [
-  {
-   "fieldname": "account_category_name",
-   "fieldtype": "Data",
-   "in_list_view": 1,
-   "in_standard_filter": 1,
-   "label": "Account Category Name",
-   "reqd": 1,
-   "unique": 1
-  },
-  {
-   "fieldname": "description",
-   "fieldtype": "Small Text",
-   "label": "Description"
-  },
-  {
-   "fieldname": "column_break_qluu",
-   "fieldtype": "Column Break"
-  },
-  {
-   "fieldname": "root_type",
-   "fieldtype": "Select",
-   "in_list_view": 1,
-   "in_standard_filter": 1,
-   "label": "Root Type",
-   "options": "\nAsset\nLiability\nIncome\nExpense\nEquity"
-  }
- ],
- "grid_page_length": 50,
- "index_web_pages_for_search": 1,
- "links": [
-  {
-   "link_doctype": "Account",
-   "link_fieldname": "account_category"
-  }
- ],
- "modified": "2026-03-05 06:49:34.430723",
- "modified_by": "Administrator",
- "module": "Accounts",
- "name": "Account Category",
- "naming_rule": "By fieldname",
- "owner": "Administrator",
- "permissions": [
-  {
-   "create": 1,
-   "delete": 1,
-   "email": 1,
-   "export": 1,
-   "print": 1,
-   "read": 1,
-   "report": 1,
-   "role": "Accounts User",
-   "share": 1,
-   "write": 1
-  },
-  {
-   "create": 1,
-   "delete": 1,
-   "email": 1,
-   "export": 1,
-   "print": 1,
-   "read": 1,
-   "report": 1,
-   "role": "Accounts Manager",
-   "share": 1,
-   "write": 1
-  },
-  {
-   "read": 1,
-   "role": "Auditor"
-  }
- ],
- "row_format": "Dynamic",
- "search_fields": "account_category_name, root_type",
- "sort_field": "creation",
- "sort_order": "DESC",
- "states": []
-}

erpnext/accounts/doctype/account_category/account_category.py

@@ -1,95 +0,0 @@
-# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
-# For license information, please see license.txt
-import json
-import os
-
-import frappe
-from frappe import _
-from frappe.model.document import Document, bulk_insert
-
-DOCTYPE = "Account Category"
-
-
-class AccountCategory(Document):
-	# begin: auto-generated types
-	# This code is auto-generated. Do not modify anything in this block.
-
-	from typing import TYPE_CHECKING
-
-	if TYPE_CHECKING:
-		from frappe.types import DF
-
-		account_category_name: DF.Data
-		description: DF.SmallText | None
-		root_type: DF.Literal["", "Asset", "Liability", "Income", "Expense", "Equity"]
-	# end: auto-generated types
-
-	def after_rename(self, old_name, new_name, merge):
-		from erpnext.accounts.doctype.financial_report_template.financial_report_engine import (
-			FormulaFieldUpdater,
-		)
-
-		# get all template rows with this account category being used
-		row = frappe.qb.DocType("Financial Report Row")
-		rows = frappe._dict(
-			frappe.qb.from_(row)
-			.select(row.name, row.calculation_formula)
-			.where(row.calculation_formula.like(f"%{old_name}%"))
-			.run()
-		)
-
-		if not rows:
-			return
-
-		# Update formulas with new name
-		updater = FormulaFieldUpdater(
-			field_name="account_category",
-			value_mapping={old_name: new_name},
-			exclude_operators=["like", "not like"],
-		)
-
-		updated_formulas = updater.update_in_rows(rows)
-
-		if updated_formulas:
-			frappe.msgprint(
-				_("Updated {0} Financial Report Row(s) with new category name").format(len(updated_formulas))
-			)
-
-
-def import_account_categories(template_path: str):
-	categories_file = os.path.join(template_path, "account_categories.json")
-
-	if not os.path.exists(categories_file):
-		return
-
-	with open(categories_file) as f:
-		categories = json.load(f, object_hook=frappe._dict)
-
-	create_account_categories(categories)
-
-
-def create_account_categories(categories: list[dict]):
-	if not categories:
-		return
-
-	existing_categories = set(frappe.get_all(DOCTYPE, pluck="name"))
-	new_categories = []
-
-	for category_data in categories:
-		category_name = category_data.get("account_category_name")
-		if not category_name or category_name in existing_categories:
-			continue
-
-		doc = frappe.get_doc(
-			{
-				**category_data,
-				"doctype": DOCTYPE,
-				"name": category_name,
-			}
-		)
-
-		new_categories.append(doc)
-		existing_categories.add(category_name)
-
-	if new_categories:
-		bulk_insert(DOCTYPE, new_categories)

erpnext/accounts/doctype/account_category/test_account_category.py

@@ -1,4 +0,0 @@
-# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and Contributors
-# See license.txt
-
-# import frappe

erpnext/accounts/doctype/account_closing_balance/account_closing_balance.js

@@ -1,8 +1,8 @@
 // Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 
-frappe.ui.form.on("Account Closing Balance", {
-	refresh(frm) {
-		frm.page.btn_secondary.hide();
-	},
-});
+// frappe.ui.form.on("Account Closing Balance", {
+// 	refresh(frm) {
+
+// 	},
+// });

erpnext/accounts/doctype/account_closing_balance/account_closing_balance.json

@@ -5,16 +5,12 @@
  "doctype": "DocType",
  "document_type": "Document",
  "engine": "InnoDB",
- "is_submittable": 1,
  "field_order": [
   "closing_date",
   "account",
   "cost_center",
   "debit",
   "credit",
-  "reporting_currency_exchange_rate",
-  "debit_in_reporting_currency",
-  "credit_in_reporting_currency",
   "account_currency",
   "debit_in_account_currency",
   "credit_in_account_currency",
@@ -128,30 +124,12 @@
    "fieldname": "is_period_closing_voucher_entry",
    "fieldtype": "Check",
    "label": "Is Period Closing Voucher Entry"
-  },
-  {
-   "fieldname": "debit_in_reporting_currency",
-   "fieldtype": "Currency",
-   "label": "Debit Amount in Reporting Currency",
-   "options": "Company:company:reporting_currency"
-  },
-  {
-   "fieldname": "credit_in_reporting_currency",
-   "fieldtype": "Currency",
-   "label": "Credit Amount in Reporting Currency",
-   "options": "Company:company:reporting_currency"
-  },
-  {
-   "fieldname": "reporting_currency_exchange_rate",
-   "fieldtype": "Float",
-   "label": "Reporting Currency Exchange Rate",
-   "precision": "9"
   }
  ],
  "icon": "fa fa-list",
  "in_create": 1,
  "links": [],
- "modified": "2025-08-22 19:13:50.400404",
+ "modified": "2024-03-27 13:05:56.710541",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Account Closing Balance",
@@ -180,8 +158,7 @@
    "role": "Auditor"
   }
  ],
- "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": []
-}
+}

erpnext/accounts/doctype/account_closing_balance/account_closing_balance.py

@@ -2,15 +2,12 @@
 # For license information, please see license.txt
 
 import frappe
-from frappe import _
 from frappe.model.document import Document
-from frappe.utils import cint, cstr, flt
+from frappe.utils import cint, cstr
 
 from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
 	get_accounting_dimensions,
 )
-from erpnext.exceptions import ReportingCurrencyExchangeNotFoundError
-from erpnext.setup.utils import get_exchange_rate
 
 
 class AccountClosingBalance(Document):
@@ -29,15 +26,12 @@ class AccountClosingBalance(Document):
 		cost_center: DF.Link | None
 		credit: DF.Currency
 		credit_in_account_currency: DF.Currency
-		credit_in_reporting_currency: DF.Currency
 		debit: DF.Currency
 		debit_in_account_currency: DF.Currency
-		debit_in_reporting_currency: DF.Currency
 		finance_book: DF.Link | None
 		is_period_closing_voucher_entry: DF.Check
 		period_closing_voucher: DF.Link | None
 		project: DF.Link | None
-		reporting_currency_exchange_rate: DF.Float
 	# end: auto-generated types
 
 	pass
@@ -61,7 +55,6 @@ def make_closing_entries(closing_entries, voucher_name, company, closing_date):
 				"closing_date": closing_date,
 			}
 		)
-		set_amount_in_reporting_currency(cle, company, closing_date)
 		cle.flags.ignore_permissions = True
 		cle.flags.ignore_links = True
 		cle.submit()
@@ -151,29 +144,3 @@ def get_previous_closing_entries(company, closing_date, accounting_dimensions):
 		entries = query.run(as_dict=1)
 
 	return entries
-
-
-def set_amount_in_reporting_currency(cle, company, closing_date):
-	default_currency, reporting_currency = frappe.get_cached_value(
-		"Company", company, ["default_currency", "reporting_currency"]
-	)
-
-	reporting_currency_exchange_rate = get_exchange_rate(default_currency, reporting_currency, closing_date)
-	if not reporting_currency_exchange_rate:
-		frappe.throw(
-			title=_("Reporting Currency Exchange Not Found"),
-			msg=_(
-				"Unable to find exchange rate for {0} to {1} for key date {2}. Please create a Currency Exchange record manually."
-			).format(default_currency, reporting_currency, closing_date),
-			exc=ReportingCurrencyExchangeNotFoundError,
-		)
-	debit_in_reporting_currency = flt(cle.get("debit", 0) * reporting_currency_exchange_rate)
-	credit_in_reporting_currency = flt(cle.get("credit", 0) * reporting_currency_exchange_rate)
-
-	cle.update(
-		{
-			"reporting_currency_exchange_rate": reporting_currency_exchange_rate,
-			"debit_in_reporting_currency": debit_in_reporting_currency,
-			"credit_in_reporting_currency": credit_in_reporting_currency,
-		}
-	)

erpnext/accounts/doctype/account_closing_balance/test_account_closing_balance.py

@@ -2,9 +2,8 @@
 # See license.txt
 
 # import frappe
-
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestAccountClosingBalance(ERPNextTestSuite):
+class TestAccountClosingBalance(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py

@@ -82,7 +82,7 @@ class AccountingDimension(Document):
 			else:
 				frappe.throw(_("Company {0} is added more than once").format(frappe.bold(default.company)))
 
-	def on_update(self):
+	def after_insert(self):
 		if frappe.in_test:
 			make_dimension_in_accounting_doctypes(doc=self)
 		else:
@@ -103,19 +103,25 @@ class AccountingDimension(Document):
 		if not self.fieldname:
 			self.fieldname = scrub(self.label)
 
+	def on_update(self):
+		frappe.flags.accounting_dimensions = None
+		frappe.flags.accounting_dimensions_details = None
+
 
 def make_dimension_in_accounting_doctypes(doc, doclist=None):
 	if not doclist:
 		doclist = get_doctypes_with_dimensions()
+
 	doc_count = len(get_accounting_dimensions())
 	count = 0
-	repostable_doctypes = get_allowed_types_from_settings(child_doc=True)
+	repostable_doctypes = get_allowed_types_from_settings()
 
 	for doctype in doclist:
 		if (doc_count + 1) % 2 == 0:
 			insert_after_field = "dimension_col_break"
 		else:
 			insert_after_field = "accounting_dimensions_section"
+
 		df = {
 			"fieldname": doc.fieldname,
 			"label": doc.label,
@@ -206,7 +212,7 @@ def delete_accounting_dimension(doc):
 
 
 @frappe.whitelist()
-def disable_dimension(doc: str):
+def disable_dimension(doc):
 	if frappe.in_test:
 		toggle_disabling(doc=doc)
 	else:
@@ -237,26 +243,34 @@ def get_doctypes_with_dimensions():
 	return frappe.get_hooks("accounting_dimension_doctypes")
 
 
-def get_accounting_dimensions(as_list=True):
-	accounting_dimensions = frappe.get_all(
-		"Accounting Dimension",
-		fields=["label", "fieldname", "disabled", "document_type"],
-		filters={"disabled": 0},
-	)
+def get_accounting_dimensions(as_list=True, filters=None):
+	if not filters:
+		filters = {"disabled": 0}
+
+	if frappe.flags.accounting_dimensions is None:
+		frappe.flags.accounting_dimensions = frappe.get_all(
+			"Accounting Dimension",
+			fields=["label", "fieldname", "disabled", "document_type"],
+			filters=filters,
+		)
 
 	if as_list:
-		return [d.fieldname for d in accounting_dimensions]
+		return [d.fieldname for d in frappe.flags.accounting_dimensions]
 	else:
-		return accounting_dimensions
+		return frappe.flags.accounting_dimensions
 
 
 def get_checks_for_pl_and_bs_accounts():
-	return frappe.db.sql(
-		"""SELECT p.label, p.disabled, p.fieldname, c.default_dimension, c.company, c.mandatory_for_pl, c.mandatory_for_bs
+	if frappe.flags.accounting_dimensions_details is None:
+		# nosemgrep
+		frappe.flags.accounting_dimensions_details = frappe.db.sql(
+			"""SELECT p.label, p.disabled, p.fieldname, c.default_dimension, c.company, c.mandatory_for_pl, c.mandatory_for_bs
 			FROM `tabAccounting Dimension`p ,`tabAccounting Dimension Detail` c
 			WHERE p.name = c.parent AND p.disabled = 0""",
-		as_dict=1,
-	)
+			as_dict=1,
+		)
+
+	return frappe.flags.accounting_dimensions_details
 
 
 def get_dimension_with_children(doctype, dimensions):
@@ -274,7 +288,7 @@ def get_dimension_with_children(doctype, dimensions):
 
 
 @frappe.whitelist()
-def get_dimensions(with_cost_center_and_project: str | bool = False):
+def get_dimensions(with_cost_center_and_project=False):
 	c = frappe.qb.DocType("Accounting Dimension Detail")
 	p = frappe.qb.DocType("Accounting Dimension")
 	dimension_filters = (
@@ -297,8 +311,8 @@ def get_dimensions(with_cost_center_and_project: str | bool = False):
 	if with_cost_center_and_project:
 		dimension_filters.extend(
 			[
-				frappe._dict({"fieldname": "cost_center", "document_type": "Cost Center"}),
-				frappe._dict({"fieldname": "project", "document_type": "Project"}),
+				{"fieldname": "cost_center", "document_type": "Cost Center"},
+				{"fieldname": "project", "document_type": "Project"},
 			]
 		)
 

erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py

@@ -1,14 +1,20 @@
 # Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
+import unittest
 
 import frappe
+from frappe.tests import IntegrationTestCase
 
 from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
 from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
-from erpnext.tests.utils import ERPNextTestSuite
+
+EXTRA_TEST_RECORD_DEPENDENCIES = ["Cost Center", "Location", "Warehouse", "Department"]
 
 
-class TestAccountingDimension(ERPNextTestSuite):
+class TestAccountingDimension(IntegrationTestCase):
+	def setUp(self):
+		create_dimension()
+
 	def test_dimension_against_sales_invoice(self):
 		si = create_sales_invoice(do_not_save=1)
 
@@ -73,3 +79,68 @@ class TestAccountingDimension(ERPNextTestSuite):
 
 		si.save()
 		self.assertRaises(frappe.ValidationError, si.submit)
+
+	def tearDown(self):
+		disable_dimension()
+		frappe.flags.accounting_dimensions_details = None
+		frappe.flags.dimension_filter_map = None
+
+
+def create_dimension():
+	frappe.set_user("Administrator")
+
+	if not frappe.db.exists("Accounting Dimension", {"document_type": "Department"}):
+		dimension = frappe.get_doc(
+			{
+				"doctype": "Accounting Dimension",
+				"document_type": "Department",
+			}
+		)
+		dimension.append(
+			"dimension_defaults",
+			{
+				"company": "_Test Company",
+				"reference_document": "Department",
+				"default_dimension": "_Test Department - _TC",
+			},
+		)
+		dimension.insert()
+		dimension.save()
+	else:
+		dimension = frappe.get_doc("Accounting Dimension", "Department")
+		dimension.disabled = 0
+		dimension.save()
+
+	if not frappe.db.exists("Accounting Dimension", {"document_type": "Location"}):
+		dimension1 = frappe.get_doc(
+			{
+				"doctype": "Accounting Dimension",
+				"document_type": "Location",
+			}
+		)
+
+		dimension1.append(
+			"dimension_defaults",
+			{
+				"company": "_Test Company",
+				"reference_document": "Location",
+				"default_dimension": "Block 1",
+			},
+		)
+
+		dimension1.insert()
+		dimension1.save()
+	else:
+		dimension1 = frappe.get_doc("Accounting Dimension", "Location")
+		dimension1.disabled = 0
+		dimension1.save()
+
+
+def disable_dimension():
+	dimension1 = frappe.get_doc("Accounting Dimension", "Department")
+	dimension1.disabled = 1
+	dimension1.save()
+
+	dimension2 = frappe.get_doc("Accounting Dimension", "Location")
+	dimension2.disabled = 1
+	dimension2.save()

erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.json

@@ -7,7 +7,6 @@
  "engine": "InnoDB",
  "field_order": [
   "accounting_dimension",
-  "fieldname",
   "disabled",
   "column_break_2",
   "company",
@@ -91,17 +90,11 @@
    "fieldname": "apply_restriction_on_values",
    "fieldtype": "Check",
    "label": "Apply restriction on dimension values"
-  },
-  {
-   "fieldname": "fieldname",
-   "fieldtype": "Data",
-   "hidden": 1,
-   "label": "Fieldname"
   }
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-08-08 14:13:22.203011",
+ "modified": "2024-03-27 13:05:57.199186",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Accounting Dimension Filter",
@@ -146,9 +139,8 @@
   }
  ],
  "quick_entry": 1,
- "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.py

@@ -3,7 +3,7 @@
 
 
 import frappe
-from frappe import _
+from frappe import _, scrub
 from frappe.model.document import Document
 
 
@@ -17,16 +17,17 @@ class AccountingDimensionFilter(Document):
 		from frappe.types import DF
 
 		from erpnext.accounts.doctype.allowed_dimension.allowed_dimension import AllowedDimension
-		from erpnext.accounts.doctype.applicable_on_account.applicable_on_account import ApplicableOnAccount
+		from erpnext.accounts.doctype.applicable_on_account.applicable_on_account import (
+			ApplicableOnAccount,
+		)
 
-		accounting_dimension: DF.Literal[None]
+		accounting_dimension: DF.Literal
 		accounts: DF.Table[ApplicableOnAccount]
 		allow_or_restrict: DF.Literal["Allow", "Restrict"]
 		apply_restriction_on_values: DF.Check
 		company: DF.Link
 		dimensions: DF.Table[AllowedDimension]
 		disabled: DF.Check
-		fieldname: DF.Data | None
 	# end: auto-generated types
 
 	def before_save(self):
@@ -36,10 +37,6 @@ class AccountingDimensionFilter(Document):
 			self.set("dimensions", [])
 
 	def validate(self):
-		self.fieldname = frappe.db.get_value(
-			"Accounting Dimension", {"document_type": self.accounting_dimension}, "fieldname"
-		) or frappe.scrub(self.accounting_dimension)  # scrub to handle default accounting dimension
-
 		self.validate_applicable_accounts()
 
 	def validate_applicable_accounts(self):
@@ -69,34 +66,39 @@ class AccountingDimensionFilter(Document):
 
 
 def get_dimension_filter_map():
-	filters = frappe.db.sql(
-		"""
-		SELECT
-			a.applicable_on_account, d.dimension_value, p.accounting_dimension,
-			p.allow_or_restrict, p.fieldname, a.is_mandatory
-		FROM
-			`tabApplicable On Account` a,
-			`tabAccounting Dimension Filter` p
-		LEFT JOIN `tabAllowed Dimension` d ON d.parent = p.name
-		WHERE
-			p.name = a.parent
-			AND p.disabled = 0
-	""",
-		as_dict=1,
-	)
-
-	dimension_filter_map = {}
-
-	for f in filters:
-		build_map(
-			dimension_filter_map,
-			f.fieldname,
-			f.applicable_on_account,
-			f.dimension_value,
-			f.allow_or_restrict,
-			f.is_mandatory,
+	if not frappe.flags.get("dimension_filter_map"):
+		filters = frappe.db.sql(
+			"""
+			SELECT
+				a.applicable_on_account, d.dimension_value, p.accounting_dimension,
+				p.allow_or_restrict, a.is_mandatory
+			FROM
+				`tabApplicable On Account` a,
+				`tabAccounting Dimension Filter` p
+			LEFT JOIN `tabAllowed Dimension` d ON d.parent = p.name
+			WHERE
+				p.name = a.parent
+				AND p.disabled = 0
+		""",
+			as_dict=1,
 		)
-	return dimension_filter_map
+
+		dimension_filter_map = {}
+
+		for f in filters:
+			f.fieldname = scrub(f.accounting_dimension)
+
+			build_map(
+				dimension_filter_map,
+				f.fieldname,
+				f.applicable_on_account,
+				f.dimension_value,
+				f.allow_or_restrict,
+				f.is_mandatory,
+			)
+		frappe.flags.dimension_filter_map = dimension_filter_map
+
+	return frappe.flags.dimension_filter_map
 
 
 def build_map(map_object, dimension, account, filter_value, allow_or_restrict, is_mandatory):

erpnext/accounts/doctype/accounting_dimension_filter/test_accounting_dimension_filter.py

@@ -1,15 +1,23 @@
 # Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
 
+import unittest
+
 import frappe
 
+from erpnext.accounts.doctype.accounting_dimension.test_accounting_dimension import (
+	create_dimension,
+	disable_dimension,
+)
 from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
 from erpnext.exceptions import InvalidAccountDimensionError, MandatoryAccountDimensionError
-from erpnext.tests.utils import ERPNextTestSuite
+
+EXTRA_TEST_RECORD_DEPENDENCIES = ["Location", "Cost Center", "Department"]
 
 
-class TestAccountingDimensionFilter(ERPNextTestSuite):
+class TestAccountingDimensionFilter(unittest.TestCase):
 	def setUp(self):
+		create_dimension()
 		create_accounting_dimension_filter()
 		self.invoice_list = []
 
@@ -36,6 +44,17 @@ class TestAccountingDimensionFilter(ERPNextTestSuite):
 		self.assertRaises(MandatoryAccountDimensionError, si.submit)
 		self.invoice_list.append(si)
 
+	def tearDown(self):
+		disable_dimension_filter()
+		disable_dimension()
+		frappe.flags.accounting_dimensions_details = None
+		frappe.flags.dimension_filter_map = None
+
+		for si in self.invoice_list:
+			si.load_from_db()
+			if si.docstatus == 1:
+				si.cancel()
+
 
 def create_accounting_dimension_filter():
 	if not frappe.db.get_value("Accounting Dimension Filter", {"accounting_dimension": "Cost Center"}):

erpnext/accounts/doctype/accounting_period/accounting_period.json

@@ -11,8 +11,6 @@
   "end_date",
   "column_break_4",
   "company",
-  "disabled",
-  "exempted_role",
   "section_break_7",
   "closed_documents"
  ],
@@ -20,6 +18,7 @@
   {
    "fieldname": "period_name",
    "fieldtype": "Data",
+   "in_list_view": 1,
    "label": "Period Name",
    "reqd": 1,
    "unique": 1
@@ -50,13 +49,6 @@
    "options": "Company",
    "reqd": 1
   },
-  {
-   "default": "0",
-   "fieldname": "disabled",
-   "fieldtype": "Check",
-   "in_list_view": 1,
-   "label": "Disabled"
-  },
   {
    "fieldname": "section_break_7",
    "fieldtype": "Section Break"
@@ -67,22 +59,13 @@
    "label": "Closed Documents",
    "options": "Closed Document",
    "reqd": 1
-  },
-  {
-   "description": "Role allowed to bypass period restrictions.",
-   "fieldname": "exempted_role",
-   "fieldtype": "Link",
-   "label": "Exempted Role",
-   "link_filters": "[[\"Role\",\"disabled\",\"=\",0]]",
-   "options": "Role"
   }
  ],
  "links": [],
- "modified": "2026-03-09 17:15:33.577217",
+ "modified": "2024-03-27 13:05:57.388109",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Accounting Period",
- "naming_rule": "By fieldname",
  "owner": "Administrator",
  "permissions": [
   {
@@ -122,9 +105,8 @@
    "write": 1
   }
  ],
- "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/accounting_period/accounting_period.py

@@ -28,9 +28,7 @@ class AccountingPeriod(Document):
 
 		closed_documents: DF.Table[ClosedDocument]
 		company: DF.Link
-		disabled: DF.Check
 		end_date: DF.Date
-		exempted_role: DF.Link | None
 		period_name: DF.Data
 		start_date: DF.Date
 	# end: auto-generated types
@@ -97,7 +95,7 @@ def validate_accounting_period_on_doc_save(doc, method=None):
 	if doc.doctype == "Bank Clearance":
 		return
 	elif doc.doctype == "Asset":
-		if doc.asset_type == "Existing Asset":
+		if doc.is_existing_asset:
 			return
 		else:
 			date = doc.available_for_use_date
@@ -114,11 +112,10 @@ def validate_accounting_period_on_doc_save(doc, method=None):
 	accounting_period = (
 		frappe.qb.from_(ap)
 		.from_(cd)
-		.select(ap.name, ap.exempted_role)
+		.select(ap.name)
 		.where(
 			(ap.name == cd.parent)
 			& (ap.company == doc.company)
-			& (ap.disabled == 0)
 			& (cd.closed == 1)
 			& (cd.document_type == doc.doctype)
 			& (date >= ap.start_date)
@@ -127,11 +124,6 @@ def validate_accounting_period_on_doc_save(doc, method=None):
 	).run(as_dict=1)
 
 	if accounting_period:
-		if (
-			accounting_period[0].get("exempted_role")
-			and accounting_period[0].get("exempted_role") in frappe.get_roles()
-		):
-			return
 		frappe.throw(
 			_("You cannot create a {0} within the closed Accounting Period {1}").format(
 				doc.doctype, frappe.bold(accounting_period[0]["name"])

erpnext/accounts/doctype/accounting_period/test_accounting_period.py

@@ -1,7 +1,9 @@
 # Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
+import unittest
 
 import frappe
+from frappe.tests import IntegrationTestCase
 from frappe.utils import add_months, nowdate
 
 from erpnext.accounts.doctype.accounting_period.accounting_period import (
@@ -9,10 +11,11 @@ from erpnext.accounts.doctype.accounting_period.accounting_period import (
 	OverlapError,
 )
 from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
-from erpnext.tests.utils import ERPNextTestSuite
+
+EXTRA_TEST_RECORD_DEPENDENCIES = ["Item"]
 
 
-class TestAccountingPeriod(ERPNextTestSuite):
+class TestAccountingPeriod(IntegrationTestCase):
 	def test_overlap(self):
 		ap1 = create_accounting_period(
 			start_date="2018-04-01", end_date="2018-06-30", company="Wind Power LLC"
@@ -34,58 +37,9 @@ class TestAccountingPeriod(ERPNextTestSuite):
 		doc = create_sales_invoice(do_not_save=1, cost_center="_Test Company - _TC", warehouse="Stores - _TC")
 		self.assertRaises(ClosedAccountingPeriod, doc.save)
 
-	def test_accounting_period_exempted_role(self):
-		# Create Accounting Period with exempted role
-		ap = create_accounting_period(
-			period_name="Test Accounting Period Exempted",
-			exempted_role="Accounts Manager",
-			start_date="2025-12-01",
-			end_date="2025-12-31",
-		)
-		ap.save()
-
-		# Create users
-		users = frappe.get_all("User", filters={"email": ["like", "test%"]}, limit=1)
-		user = None
-
-		if users[0].name:
-			user = frappe.get_doc("User", users[0].name)
-		else:
-			user = frappe.get_doc(
-				{
-					"doctype": "User",
-					"email": "test1@example.com",
-					"first_name": "Test1",
-				}
-			)
-			user.insert()
-
-		user.roles = []
-		user.append("roles", {"role": "Accounts User"})
-
-		# ---- Non-exempted user should FAIL ----
-		user.save(ignore_permissions=True)
-		frappe.clear_cache(user=user.name)
-
-		frappe.set_user(user.name)
-		posting_date = "2025-12-11"
-		doc = create_sales_invoice(
-			do_not_save=1,
-			posting_date=posting_date,
-		)
-
-		with self.assertRaises(frappe.ValidationError):
-			doc.submit()
-
-		# ---- Exempted role should PASS ----
-		user.append("roles", {"role": "Accounts Manager"})
-		user.save(ignore_permissions=True)
-		frappe.clear_cache(user=user.name)
-
-		doc = create_sales_invoice(do_not_save=1, posting_date=posting_date)
-
-		doc.submit()  # Should not raise
-		self.assertEqual(doc.docstatus, 1)
+	def tearDown(self):
+		for d in frappe.get_all("Accounting Period"):
+			frappe.delete_doc("Accounting Period", d.name)
 
 
 def create_accounting_period(**args):
@@ -97,6 +51,5 @@ def create_accounting_period(**args):
 	accounting_period.company = args.company or "_Test Company"
 	accounting_period.period_name = args.period_name or "_Test_Period_Name_1"
 	accounting_period.append("closed_documents", {"document_type": "Sales Invoice", "closed": 1})
-	accounting_period.exempted_role = args.exempted_role or ""
 
 	return accounting_period

erpnext/accounts/doctype/accounts_settings/accounts_settings.js

@@ -2,15 +2,7 @@
 // For license information, please see license.txt
 
 frappe.ui.form.on("Accounts Settings", {
-	refresh: function (frm) {
-		frm.set_query("document_type", "repost_allowed_types", function (doc, cdt, cdn) {
-			return {
-				filters: {
-					name: ["in", frappe.boot.sysdefaults.repost_allowed_doctypes],
-				},
-			};
-		});
-	},
+	refresh: function (frm) {},
 	enable_immutable_ledger: function (frm) {
 		if (!frm.doc.enable_immutable_ledger) {
 			return;
@@ -34,20 +26,9 @@ frappe.ui.form.on("Accounts Settings", {
 	add_taxes_from_taxes_and_charges_template(frm) {
 		toggle_tax_settings(frm, "add_taxes_from_taxes_and_charges_template");
 	},
-
 	add_taxes_from_item_tax_template(frm) {
 		toggle_tax_settings(frm, "add_taxes_from_item_tax_template");
 	},
-
-	drop_ar_procedures: function (frm) {
-		frm.call({
-			doc: frm.doc,
-			method: "drop_ar_sql_procedures",
-			callback: function (r) {
-				frappe.show_alert(__("Procedures dropped"), 5);
-			},
-		});
-	},
 });
 
 function toggle_tax_settings(frm, field_name) {

erpnext/accounts/doctype/accounts_settings/accounts_settings.json

@@ -16,15 +16,10 @@
   "invoicing_features_section",
   "check_supplier_invoice_uniqueness",
   "automatically_fetch_payment_terms",
-  "enable_subscription",
   "column_break_17",
   "enable_common_party_accounting",
   "allow_multi_currency_invoices_against_single_party_account",
   "confirm_before_resetting_posting_date",
-  "analytics_section",
-  "enable_accounting_dimensions",
-  "column_break_vtnr",
-  "enable_discounts_and_margin",
   "journals_section",
   "merge_similar_account_heads",
   "deferred_accounting_settings_section",
@@ -47,7 +42,6 @@
   "show_payment_schedule_in_print",
   "item_price_settings_section",
   "maintain_same_internal_transaction_rate",
-  "fetch_valuation_rate_for_internal_transaction",
   "column_break_feyo",
   "maintain_same_rate_action",
   "role_to_override_stop_action",
@@ -56,19 +50,12 @@
   "allow_pegged_currencies_exchange_rates",
   "column_break_yuug",
   "stale_days",
-  "payments_tab",
   "section_break_jpd0",
   "auto_reconcile_payments",
   "auto_reconciliation_job_trigger",
   "reconciliation_queue_size",
   "column_break_resa",
   "exchange_gain_loss_posting_date",
-  "repost_section",
-  "repost_allowed_types",
-  "payment_options_section",
-  "enable_loyalty_point_program",
-  "column_break_ctam",
-  "fetch_payment_schedule_in_payment_request",
   "invoicing_settings_tab",
   "accounts_transactions_settings_section",
   "over_billing_allowance",
@@ -76,17 +63,26 @@
   "role_allowed_to_over_bill",
   "credit_controller",
   "make_payment_via_journal_entry",
+  "pos_tab",
+  "pos_setting_section",
+  "post_change_gl_entries",
+  "column_break_xrnd",
   "assets_tab",
   "asset_settings_section",
   "calculate_depr_using_total_days",
   "column_break_gjcc",
   "book_asset_depreciation_entry_automatically",
-  "role_to_notify_on_depreciation_failure",
   "closing_settings_tab",
   "period_closing_settings_section",
+  "acc_frozen_upto",
   "ignore_account_closing_balance",
-  "use_legacy_controller_for_pcv",
   "column_break_25",
+  "frozen_accounts_modifier",
+  "tab_break_dpet",
+  "show_balance_in_coa",
+  "banking_tab",
+  "enable_party_matching",
+  "enable_fuzzy_matching",
   "reports_tab",
   "remarks_section",
   "general_ledger_remarks_length",
@@ -94,23 +90,29 @@
   "receivable_payable_remarks_length",
   "accounts_receivable_payable_tuning_section",
   "receivable_payable_fetch_method",
-  "default_ageing_range",
-  "column_break_ntmi",
-  "drop_ar_procedures",
   "legacy_section",
   "ignore_is_opening_check_for_reporting",
-  "tab_break_dpet",
-  "chart_of_accounts_section",
-  "show_balance_in_coa",
-  "banking_section",
-  "enable_party_matching",
-  "enable_fuzzy_matching",
-  "payment_request_section",
+  "payment_request_settings",
   "create_pr_in_draft_status",
-  "budget_section",
-  "use_legacy_budget_controller"
+  "budget_settings",
+  "use_new_budget_controller"
  ],
  "fields": [
+  {
+   "description": "Accounting entries are frozen up to this date. Nobody can create or modify entries except users with the role specified below",
+   "fieldname": "acc_frozen_upto",
+   "fieldtype": "Date",
+   "in_list_view": 1,
+   "label": "Accounts Frozen Till Date"
+  },
+  {
+   "description": "Users with this role are allowed to set frozen accounts and create / modify accounting entries against frozen accounts",
+   "fieldname": "frozen_accounts_modifier",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Role Allowed to Set Frozen Accounts and Edit Frozen Entries",
+   "options": "Role"
+  },
   {
    "default": "Billing Address",
    "description": "Address used to determine Tax Category in transactions",
@@ -209,7 +211,7 @@
    "description": "Payment Terms from orders will be fetched into the invoices as is",
    "fieldname": "automatically_fetch_payment_terms",
    "fieldtype": "Check",
-   "label": "Automatically Fetch Payment Terms from Order/Quotation"
+   "label": "Automatically Fetch Payment Terms from Order"
   },
   {
    "description": "The percentage you are allowed to bill more against the amount ordered. For example, if the order value is $100 for an item and tolerance is set as 10%, then you are allowed to bill up to $110 ",
@@ -291,9 +293,16 @@
    "fieldname": "column_break_19",
    "fieldtype": "Column Break"
   },
+  {
+   "default": "1",
+   "description": "If enabled, ledger entries will be posted for change amount in POS transactions",
+   "fieldname": "post_change_gl_entries",
+   "fieldtype": "Check",
+   "label": "Create Ledger Entries for Change Amount"
+  },
   {
    "default": "0",
-   "description": "Learn about <a href=\"https://docs.frappe.io/erpnext/user/manual/en/common_party_accounting\" rel=\"noopener noreferrer\">Common Party</a>",
+   "description": "Learn about <a href=\"https://docs.erpnext.com/docs/v13/user/manual/en/accounts/articles/common_party_accounting#:~:text=Common%20Party%20Accounting%20in%20ERPNext,Invoice%20against%20a%20primary%20Supplier.\">Common Party</a>",
    "fieldname": "enable_common_party_accounting",
    "fieldtype": "Check",
    "label": "Enable Common Party Accounting"
@@ -331,6 +340,11 @@
    "fieldtype": "Tab Break",
    "label": "Accounts Closing"
   },
+  {
+   "fieldname": "pos_setting_section",
+   "fieldtype": "Section Break",
+   "label": "POS Setting"
+  },
   {
    "fieldname": "invoice_and_billing_tab",
    "fieldtype": "Tab Break",
@@ -345,6 +359,11 @@
    "fieldname": "column_break_17",
    "fieldtype": "Column Break"
   },
+  {
+   "fieldname": "pos_tab",
+   "fieldtype": "Tab Break",
+   "label": "POS"
+  },
   {
    "default": "0",
    "description": "Enabling this will allow creation of multi-currency invoices against single party account in company currency",
@@ -355,7 +374,7 @@
   {
    "fieldname": "tab_break_dpet",
    "fieldtype": "Tab Break",
-   "label": "Others"
+   "label": "Chart Of Accounts"
   },
   {
    "default": "1",
@@ -399,6 +418,11 @@
    "fieldtype": "Check",
    "label": "Show Taxes as Table in Print"
   },
+  {
+   "fieldname": "banking_tab",
+   "fieldtype": "Tab Break",
+   "label": "Banking"
+  },
   {
    "default": "0",
    "description": "Auto match and set the Party in Bank Transactions",
@@ -474,9 +498,14 @@
    "fieldtype": "Check",
    "label": "Calculate daily depreciation using total days in depreciation period"
   },
+  {
+   "description": "Payment Request created from Sales Order or Purchase Order will be in Draft status. When disabled document will be in unsaved state.",
+   "fieldname": "payment_request_settings",
+   "fieldtype": "Tab Break",
+   "label": "Payment Request"
+  },
   {
    "default": "1",
-   "description": "Payment Requests made from Sales / Purchase Invoice will be put in Draft explicitly",
    "fieldname": "create_pr_in_draft_status",
    "fieldtype": "Check",
    "label": "Create in Draft Status"
@@ -518,12 +547,16 @@
    "label": "Posting Date Inheritance for Exchange Gain / Loss",
    "options": "Invoice\nPayment\nReconciliation Date"
   },
+  {
+   "fieldname": "column_break_xrnd",
+   "fieldtype": "Column Break"
+  },
   {
    "default": "Buffered Cursor",
    "fieldname": "receivable_payable_fetch_method",
    "fieldtype": "Select",
    "label": "Data Fetch Method",
-   "options": "Buffered Cursor\nUnBuffered Cursor\nRaw SQL"
+   "options": "Buffered Cursor\nUnBuffered Cursor"
   },
   {
    "fieldname": "accounts_receivable_payable_tuning_section",
@@ -557,6 +590,17 @@
    "label": "Role Allowed to Override Stop Action",
    "options": "Role"
   },
+  {
+   "fieldname": "budget_settings",
+   "fieldtype": "Tab Break",
+   "label": "Budget"
+  },
+  {
+   "default": "1",
+   "fieldname": "use_new_budget_controller",
+   "fieldtype": "Check",
+   "label": "Use New Budget Controller"
+  },
   {
    "default": "1",
    "description": "If enabled, user will be alerted before resetting posting date to current date in relevant transactions",
@@ -587,135 +631,6 @@
    "fieldname": "add_taxes_from_taxes_and_charges_template",
    "fieldtype": "Check",
    "label": "Automatically Add Taxes from Taxes and Charges Template"
-  },
-  {
-   "fieldname": "column_break_ntmi",
-   "fieldtype": "Column Break"
-  },
-  {
-   "depends_on": "eval:doc.receivable_payable_fetch_method == \"Raw SQL\"",
-   "description": "Drops existing SQL Procedures and Function setup by Accounts Receivable report",
-   "fieldname": "drop_ar_procedures",
-   "fieldtype": "Button",
-   "label": "Drop Procedures"
-  },
-  {
-   "default": "0",
-   "fieldname": "fetch_valuation_rate_for_internal_transaction",
-   "fieldtype": "Check",
-   "label": "Fetch Valuation Rate for Internal Transaction"
-  },
-  {
-   "default": "0",
-   "fieldname": "use_legacy_budget_controller",
-   "fieldtype": "Check",
-   "label": "Use Legacy Budget Controller"
-  },
-  {
-   "default": "1",
-   "fieldname": "use_legacy_controller_for_pcv",
-   "fieldtype": "Check",
-   "label": "Use Legacy Controller For Period Closing Voucher"
-  },
-  {
-   "description": "Users with this role will be notified if the asset depreciation gets failed",
-   "fieldname": "role_to_notify_on_depreciation_failure",
-   "fieldtype": "Link",
-   "label": "Role to Notify on Depreciation Failure",
-   "options": "Role"
-  },
-  {
-   "default": "30, 60, 90, 120",
-   "fieldname": "default_ageing_range",
-   "fieldtype": "Data",
-   "label": "Default Ageing Range"
-  },
-  {
-   "fieldname": "chart_of_accounts_section",
-   "fieldtype": "Section Break",
-   "label": "Chart Of Accounts"
-  },
-  {
-   "fieldname": "banking_section",
-   "fieldtype": "Section Break",
-   "label": "Banking"
-  },
-  {
-   "fieldname": "payment_request_section",
-   "fieldtype": "Section Break",
-   "label": "Payment Request"
-  },
-  {
-   "fieldname": "budget_section",
-   "fieldtype": "Section Break",
-   "label": "Budget"
-  },
-  {
-   "fieldname": "analytics_section",
-   "fieldtype": "Section Break",
-   "label": "Analytical Accounting"
-  },
-  {
-   "fieldname": "column_break_vtnr",
-   "fieldtype": "Column Break"
-  },
-  {
-   "default": "0",
-   "description": "Apply discounts and margins on products",
-   "fieldname": "enable_discounts_and_margin",
-   "fieldtype": "Check",
-   "label": "Enable Discounts and Margin"
-  },
-  {
-   "fieldname": "payments_tab",
-   "fieldtype": "Tab Break",
-   "label": "Payments"
-  },
-  {
-   "fieldname": "payment_options_section",
-   "fieldtype": "Section Break",
-   "label": "Payment Options"
-  },
-  {
-   "default": "0",
-   "fieldname": "enable_loyalty_point_program",
-   "fieldtype": "Check",
-   "label": "Enable Loyalty Point Program"
-  },
-  {
-   "fieldname": "column_break_ctam",
-   "fieldtype": "Column Break"
-  },
-  {
-   "default": "0",
-   "description": "Enable cost center, projects and other custom accounting dimensions",
-   "fieldname": "enable_accounting_dimensions",
-   "fieldtype": "Check",
-   "label": "Enable Accounting Dimensions"
-  },
-  {
-   "default": "1",
-   "description": "Enable Subscription tracking in invoice",
-   "fieldname": "enable_subscription",
-   "fieldtype": "Check",
-   "label": "Enable Subscription"
-  },
-  {
-   "default": "1",
-   "fieldname": "fetch_payment_schedule_in_payment_request",
-   "fieldtype": "Check",
-   "label": "Fetch Payment Schedule In Payment Request"
-  },
-  {
-   "fieldname": "repost_section",
-   "fieldtype": "Section Break",
-   "label": "Repost"
-  },
-  {
-   "fieldname": "repost_allowed_types",
-   "fieldtype": "Table",
-   "label": "Allowed Doctypes",
-   "options": "Repost Allowed Types"
   }
  ],
  "grid_page_length": 50,
@@ -724,7 +639,7 @@
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2026-04-13 15:30:28.729627",
+ "modified": "2025-06-23 15:55:33.346398",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Accounts Settings",

erpnext/accounts/doctype/accounts_settings/accounts_settings.py

@@ -10,32 +10,8 @@ from frappe.custom.doctype.property_setter.property_setter import make_property_
 from frappe.model.document import Document
 from frappe.utils import cint
 
-from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
-	get_accounting_dimensions,
-)
 from erpnext.accounts.utils import sync_auto_reconcile_config
-
-SELLING_DOCTYPES = [
-	"Sales Invoice",
-	"Sales Order",
-	"Delivery Note",
-	"Quotation",
-	"Sales Invoice Item",
-	"Sales Order Item",
-	"Delivery Note Item",
-	"Quotation Item",
-	"POS Invoice",
-	"POS Invoice Item",
-]
-
-BUYING_DOCTYPES = [
-	"Purchase Invoice",
-	"Purchase Order",
-	"Purchase Receipt",
-	"Purchase Invoice Item",
-	"Purchase Order Item",
-	"Purchase Receipt Item",
-]
+from erpnext.stock.utils import check_pending_reposting
 
 
 class AccountsSettings(Document):
@@ -47,8 +23,7 @@ class AccountsSettings(Document):
 	if TYPE_CHECKING:
 		from frappe.types import DF
 
-		from erpnext.accounts.doctype.repost_allowed_types.repost_allowed_types import RepostAllowedTypes
-
+		acc_frozen_upto: DF.Date | None
 		add_taxes_from_item_tax_template: DF.Check
 		add_taxes_from_taxes_and_charges_template: DF.Check
 		allow_multi_currency_invoices_against_single_party_account: DF.Check
@@ -67,20 +42,14 @@ class AccountsSettings(Document):
 		confirm_before_resetting_posting_date: DF.Check
 		create_pr_in_draft_status: DF.Check
 		credit_controller: DF.Link | None
-		default_ageing_range: DF.Data | None
 		delete_linked_ledger_entries: DF.Check
 		determine_address_tax_category_from: DF.Literal["Billing Address", "Shipping Address"]
-		enable_accounting_dimensions: DF.Check
 		enable_common_party_accounting: DF.Check
-		enable_discounts_and_margin: DF.Check
 		enable_fuzzy_matching: DF.Check
 		enable_immutable_ledger: DF.Check
-		enable_loyalty_point_program: DF.Check
 		enable_party_matching: DF.Check
-		enable_subscription: DF.Check
 		exchange_gain_loss_posting_date: DF.Literal["Invoice", "Payment", "Reconciliation Date"]
-		fetch_payment_schedule_in_payment_request: DF.Check
-		fetch_valuation_rate_for_internal_transaction: DF.Check
+		frozen_accounts_modifier: DF.Link | None
 		general_ledger_remarks_length: DF.Int
 		ignore_account_closing_balance: DF.Check
 		ignore_is_opening_check_for_reporting: DF.Check
@@ -89,12 +58,11 @@ class AccountsSettings(Document):
 		make_payment_via_journal_entry: DF.Check
 		merge_similar_account_heads: DF.Check
 		over_billing_allowance: DF.Currency
-		receivable_payable_fetch_method: DF.Literal["Buffered Cursor", "UnBuffered Cursor", "Raw SQL"]
+		post_change_gl_entries: DF.Check
+		receivable_payable_fetch_method: DF.Literal["Buffered Cursor", "UnBuffered Cursor"]
 		receivable_payable_remarks_length: DF.Int
 		reconciliation_queue_size: DF.Int
-		repost_allowed_types: DF.Table[RepostAllowedTypes]
 		role_allowed_to_over_bill: DF.Link | None
-		role_to_notify_on_depreciation_failure: DF.Link | None
 		role_to_override_stop_action: DF.Link | None
 		round_row_wise_tax: DF.Check
 		show_balance_in_coa: DF.Check
@@ -105,8 +73,7 @@ class AccountsSettings(Document):
 		submit_journal_entries: DF.Check
 		unlink_advance_payment_on_cancelation_of_order: DF.Check
 		unlink_payment_on_cancellation_of_invoice: DF.Check
-		use_legacy_budget_controller: DF.Check
-		use_legacy_controller_for_pcv: DF.Check
+		use_new_budget_controller: DF.Check
 	# end: auto-generated types
 
 	def validate(self):
@@ -131,27 +98,13 @@ class AccountsSettings(Document):
 		if old_doc.show_payment_schedule_in_print != self.show_payment_schedule_in_print:
 			self.enable_payment_schedule_in_print()
 
-		if old_doc.enable_accounting_dimensions != self.enable_accounting_dimensions:
-			toggle_accounting_dimension_sections(not self.enable_accounting_dimensions)
-			clear_cache = True
-
-		if old_doc.enable_discounts_and_margin != self.enable_discounts_and_margin:
-			toggle_sales_discount_section(not self.enable_discounts_and_margin)
-			clear_cache = True
-
-		if old_doc.enable_loyalty_point_program != self.enable_loyalty_point_program:
-			toggle_loyalty_point_program_section(not self.enable_loyalty_point_program)
-			clear_cache = True
-
-		if old_doc.enable_subscription != self.enable_subscription:
-			toggle_subscription_sections(not self.enable_subscription)
-			clear_cache = True
+		if old_doc.acc_frozen_upto != self.acc_frozen_upto:
+			self.validate_pending_reposts()
 
 		if clear_cache:
 			frappe.clear_cache()
 
 		self.validate_and_sync_auto_reconcile_config()
-		self.update_property_for_accounting_dimension()
 
 	def validate_stale_days(self):
 		if not self.allow_stale and cint(self.stale_days) <= 0:
@@ -174,6 +127,10 @@ class AccountsSettings(Document):
 				validate_fields_for_doctype=False,
 			)
 
+	def validate_pending_reposts(self):
+		if self.acc_frozen_upto:
+			check_pending_reposting(self.acc_frozen_upto)
+
 	def validate_and_sync_auto_reconcile_config(self):
 		if self.has_value_changed("auto_reconciliation_job_trigger"):
 			if (
@@ -192,74 +149,8 @@ class AccountsSettings(Document):
 		if self.add_taxes_from_item_tax_template and self.add_taxes_from_taxes_and_charges_template:
 			frappe.throw(
 				_("You cannot enable both the settings '{0}' and '{1}'.").format(
-					frappe.bold(_(self.meta.get_label("add_taxes_from_item_tax_template"))),
-					frappe.bold(_(self.meta.get_label("add_taxes_from_taxes_and_charges_template"))),
+					frappe.bold(self.meta.get_label("add_taxes_from_item_tax_template")),
+					frappe.bold(self.meta.get_label("add_taxes_from_taxes_and_charges_template")),
 				),
 				title=_("Auto Tax Settings Error"),
 			)
-
-	def update_property_for_accounting_dimension(self):
-		doctypes = [entry.document_type for entry in self.repost_allowed_types]
-		if not doctypes:
-			return
-
-		from erpnext.accounts.doctype.repost_accounting_ledger.repost_accounting_ledger import get_child_docs
-
-		doctypes += get_child_docs(doctypes)
-
-		set_allow_on_submit_for_dimension_fields(doctypes)
-
-	@frappe.whitelist()
-	def drop_ar_sql_procedures(self):
-		from erpnext.accounts.report.accounts_receivable.accounts_receivable import InitSQLProceduresForAR
-
-		frappe.db.sql(f"drop procedure if exists {InitSQLProceduresForAR.init_procedure_name}")
-		frappe.db.sql(f"drop procedure if exists {InitSQLProceduresForAR.allocate_procedure_name}")
-
-
-def toggle_accounting_dimension_sections(hide):
-	accounting_dimension_doctypes = frappe.get_hooks("accounting_dimension_doctypes")
-	for doctype in accounting_dimension_doctypes:
-		create_property_setter_for_hiding_field(doctype, "accounting_dimensions_section", hide)
-
-
-def toggle_sales_discount_section(hide):
-	for doctype in SELLING_DOCTYPES + BUYING_DOCTYPES:
-		meta = frappe.get_meta(doctype)
-		if meta.has_field("additional_discount_section"):
-			create_property_setter_for_hiding_field(doctype, "additional_discount_section", hide)
-		if meta.has_field("discount_and_margin"):
-			create_property_setter_for_hiding_field(doctype, "discount_and_margin", hide)
-
-
-def toggle_loyalty_point_program_section(hide):
-	for doctype in SELLING_DOCTYPES:
-		meta = frappe.get_meta(doctype)
-		if meta.has_field("loyalty_points_redemption"):
-			create_property_setter_for_hiding_field(doctype, "loyalty_points_redemption", hide)
-
-
-def toggle_subscription_sections(hide):
-	subscription_doctypes = frappe.get_hooks("subscription_doctypes")
-	for doctype in subscription_doctypes:
-		create_property_setter_for_hiding_field(doctype, "subscription_section", hide)
-
-
-def create_property_setter_for_hiding_field(doctype, field_name, hide):
-	make_property_setter(
-		doctype,
-		field_name,
-		"hidden",
-		hide,
-		"Check",
-		validate_fields_for_doctype=False,
-	)
-
-
-def set_allow_on_submit_for_dimension_fields(doctypes):
-	for dt in doctypes:
-		meta = frappe.get_meta(dt)
-		for dimension in get_accounting_dimensions():
-			df = meta.get_field(dimension)
-			if df and not df.allow_on_submit:
-				frappe.db.set_value("Custom Field", dt + "-" + dimension, "allow_on_submit", 1)

erpnext/accounts/doctype/accounts_settings/regional/united_states.js

@@ -1,16 +1,11 @@
 frappe.ui.form.on("Accounts Settings", {
 	refresh: function (frm) {
-		frm.set_df_property("credit_controller", "label", "Credit Manager");
-	},
-});
-
-frappe.ui.form.on("Company", {
-	refresh: function (frm) {
-		frm.set_df_property("accounts_frozen_till_date", "label", "Books Closed Through");
+		frm.set_df_property("acc_frozen_upto", "label", "Books Closed Through");
 		frm.set_df_property(
-			"role_allowed_for_frozen_entries",
+			"frozen_accounts_modifier",
 			"label",
 			"Role Allowed to Close Books & Make Changes to Closed Periods"
 		);
+		frm.set_df_property("credit_controller", "label", "Credit Manager");
 	},
 });

erpnext/accounts/doctype/accounts_settings/test_accounts_settings.py

@@ -1,9 +1,17 @@
+import unittest
+
 import frappe
-
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestAccountsSettings(ERPNextTestSuite):
+class TestAccountsSettings(IntegrationTestCase):
+	def tearDown(self):
+		# Just in case `save` method succeeds, we need to take things back to default so that other tests
+		# don't break
+		cur_settings = frappe.get_doc("Accounts Settings", "Accounts Settings")
+		cur_settings.allow_stale = 1
+		cur_settings.save()
+
 	def test_stale_days(self):
 		cur_settings = frappe.get_doc("Accounts Settings", "Accounts Settings")
 		cur_settings.allow_stale = 0

erpnext/accounts/doctype/advance_payment_ledger_entry/advance_payment_ledger_entry.js

@@ -1,10 +1,8 @@
 // Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 
-frappe.ui.form.on("Advance Payment Ledger Entry", {
-	refresh(frm) {
-		frm.page.btn_secondary.hide();
-		frm.set_currency_labels(["amount"], frm.doc.currency);
-		frm.set_currency_labels(["base_amount"], erpnext.get_currency(frm.doc.company));
-	},
-});
+// frappe.ui.form.on("Advance Payment Ledger Entry", {
+// 	refresh(frm) {
+
+// 	},
+// });

erpnext/accounts/doctype/advance_payment_ledger_entry/advance_payment_ledger_entry.json

@@ -4,19 +4,15 @@
  "creation": "2024-10-16 16:57:12.085072",
  "doctype": "DocType",
  "engine": "InnoDB",
- "is_submittable": 1,
  "field_order": [
   "company",
   "voucher_type",
   "voucher_no",
   "against_voucher_type",
   "against_voucher_no",
-  "currency",
-  "exchange_rate",
   "amount",
-  "base_amount",
-  "event",
-  "delinked"
+  "currency",
+  "event"
  ],
  "fields": [
   {
@@ -51,7 +47,6 @@
    "fieldname": "amount",
    "fieldtype": "Currency",
    "label": "Amount",
-   "options": "currency",
    "read_only": 1
   },
   {
@@ -73,36 +68,12 @@
    "label": "Company",
    "options": "Company",
    "read_only": 1
-  },
-  {
-   "default": "0",
-   "fieldname": "delinked",
-   "fieldtype": "Check",
-   "label": "DeLinked",
-   "read_only": 1
-  },
-  {
-   "depends_on": "base_amount",
-   "fieldname": "base_amount",
-   "fieldtype": "Currency",
-   "label": "Amount (Company Currency)",
-   "options": "Company:company:default_currency",
-   "read_only": 1
-  },
-  {
-   "depends_on": "exchange_rate",
-   "fieldname": "exchange_rate",
-   "fieldtype": "Float",
-   "label": "Exchange Rate",
-   "precision": "9",
-   "read_only": 1
   }
  ],
- "grid_page_length": 50,
  "in_create": 1,
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2025-11-13 12:45:03.014555",
+ "modified": "2024-11-05 10:31:28.736671",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Advance Payment Ledger Entry",
@@ -136,8 +107,7 @@
    "share": 1
   }
  ],
- "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": []
-}
+}

erpnext/accounts/doctype/advance_payment_ledger_entry/advance_payment_ledger_entry.py

@@ -1,11 +1,9 @@
 # Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
 # For license information, please see license.txt
 
-import frappe
+# import frappe
 from frappe.model.document import Document
 
-from erpnext.accounts.utils import get_advance_payment_doctypes, update_voucher_outstanding
-
 
 class AdvancePaymentLedgerEntry(Document):
 	# begin: auto-generated types
@@ -19,32 +17,11 @@ class AdvancePaymentLedgerEntry(Document):
 		against_voucher_no: DF.DynamicLink | None
 		against_voucher_type: DF.Link | None
 		amount: DF.Currency
-		base_amount: DF.Currency
 		company: DF.Link | None
 		currency: DF.Link | None
-		delinked: DF.Check
 		event: DF.Data | None
-		exchange_rate: DF.Float
 		voucher_no: DF.DynamicLink | None
 		voucher_type: DF.Link | None
 	# end: auto-generated types
 
-	def on_update(self):
-		if (
-			self.against_voucher_type in get_advance_payment_doctypes()
-			and self.flags.update_outstanding == "Yes"
-			and not frappe.flags.is_reverse_depr_entry
-		):
-			update_voucher_outstanding(self.against_voucher_type, self.against_voucher_no, None, None, None)
-
-
-def on_doctype_update():
-	frappe.db.add_index(
-		"Advance Payment Ledger Entry",
-		["against_voucher_type", "against_voucher_no"],
-	)
-
-	frappe.db.add_index(
-		"Advance Payment Ledger Entry",
-		["voucher_type", "voucher_no"],
-	)
+	pass

erpnext/accounts/doctype/advance_payment_ledger_entry/test_advance_payment_ledger_entry.py

@@ -2,6 +2,7 @@
 # See license.txt
 
 import frappe
+from frappe.tests import IntegrationTestCase
 from frappe.utils import nowdate, today
 
 from erpnext.accounts.doctype.payment_entry.test_payment_entry import get_payment_entry
@@ -9,13 +10,14 @@ from erpnext.accounts.test.accounts_mixin import AccountsTestMixin
 from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
 from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
 
-# On ERPNextTestSuite, the doctype test records and all
+# On IntegrationTestCase, the doctype test records and all
 # link-field test record depdendencies are recursively loaded
 # Use these module variables to add/remove to/from that list
-from erpnext.tests.utils import ERPNextTestSuite
+EXTRA_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+IGNORE_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
 
 
-class TestAdvancePaymentLedgerEntry(ERPNextTestSuite, AccountsTestMixin):
+class TestAdvancePaymentLedgerEntry(AccountsTestMixin, IntegrationTestCase):
 	"""
 	Integration tests for AdvancePaymentLedgerEntry.
 	Use this class for testing interactions between multiple components.
@@ -28,6 +30,9 @@ class TestAdvancePaymentLedgerEntry(ERPNextTestSuite, AccountsTestMixin):
 		self.create_item()
 		self.clear_old_entries()
 
+	def tearDown(self):
+		frappe.db.rollback()
+
 	def create_sales_order(self, qty=1, rate=100, currency="INR", do_not_submit=False):
 		"""
 		Helper method

erpnext/accounts/doctype/advance_tax/advance_tax.json

@@ -0,0 +1,57 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2021-11-25 10:24:39.836195",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "reference_type",
+  "reference_name",
+  "reference_detail",
+  "account_head",
+  "allocated_amount"
+ ],
+ "fields": [
+  {
+   "fieldname": "reference_type",
+   "fieldtype": "Link",
+   "label": "Reference Type",
+   "options": "DocType"
+  },
+  {
+   "fieldname": "reference_name",
+   "fieldtype": "Dynamic Link",
+   "label": "Reference Name",
+   "options": "reference_type"
+  },
+  {
+   "fieldname": "reference_detail",
+   "fieldtype": "Data",
+   "label": "Reference Detail"
+  },
+  {
+   "fieldname": "account_head",
+   "fieldtype": "Link",
+   "label": "Account Head",
+   "options": "Account"
+  },
+  {
+   "fieldname": "allocated_amount",
+   "fieldtype": "Currency",
+   "label": "Allocated Amount",
+   "options": "party_account_currency"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2024-03-27 13:05:58.308002",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Advance Tax",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

erpnext/accounts/doctype/advance_tax/advance_tax.py

@@ -1,11 +1,11 @@
-# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
 # For license information, please see license.txt
 
 # import frappe
 from frappe.model.document import Document
 
 
-class BudgetDistribution(Document):
+class AdvanceTax(Document):
 	# begin: auto-generated types
 	# This code is auto-generated. Do not modify anything in this block.
 
@@ -14,13 +14,14 @@ class BudgetDistribution(Document):
 	if TYPE_CHECKING:
 		from frappe.types import DF
 
-		amount: DF.Currency
-		end_date: DF.Date | None
+		account_head: DF.Link | None
+		allocated_amount: DF.Currency
 		parent: DF.Data
 		parentfield: DF.Data
 		parenttype: DF.Data
-		percent: DF.Percent
-		start_date: DF.Date | None
+		reference_detail: DF.Data | None
+		reference_name: DF.DynamicLink | None
+		reference_type: DF.Link | None
 	# end: auto-generated types
 
 	pass

erpnext/accounts/doctype/advance_taxes_and_charges/advance_taxes_and_charges.json

@@ -14,11 +14,9 @@
   "description",
   "included_in_paid_amount",
   "set_by_item_tax_template",
-  "is_tax_withholding_account",
   "accounting_dimensions_section",
   "cost_center",
   "dimension_col_break",
-  "project",
   "section_break_8",
   "rate",
   "section_break_9",
@@ -26,6 +24,7 @@
   "net_amount",
   "tax_amount",
   "total",
+  "allocated_amount",
   "column_break_13",
   "base_tax_amount",
   "base_net_amount",
@@ -96,13 +95,6 @@
    "fieldname": "dimension_col_break",
    "fieldtype": "Column Break"
   },
-  {
-   "allow_on_submit": 1,
-   "fieldname": "project",
-   "fieldtype": "Link",
-   "label": "Project",
-   "options": "Project"
-  },
   {
    "fieldname": "section_break_8",
    "fieldtype": "Section Break"
@@ -172,6 +164,12 @@
    "fieldtype": "Check",
    "label": "Considered In Paid Amount"
   },
+  {
+   "fieldname": "allocated_amount",
+   "fieldtype": "Currency",
+   "label": "Allocated Amount",
+   "options": "currency"
+  },
   {
    "fetch_from": "account_head.account_currency",
    "fieldname": "currency",
@@ -207,26 +205,18 @@
    "print_hide": 1,
    "read_only": 1,
    "report_hide": 1
-  },
-  {
-   "default": "0",
-   "fieldname": "is_tax_withholding_account",
-   "fieldtype": "Check",
-   "label": "Is Tax Withholding Account",
-   "read_only": 1
   }
  ],
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-12-15 06:42:18.707671",
+ "modified": "2024-11-22 19:16:22.346267",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Advance Taxes and Charges",
  "owner": "Administrator",
  "permissions": [],
- "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "ASC",
  "states": []
-}
+}

erpnext/accounts/doctype/advance_taxes_and_charges/advance_taxes_and_charges.py

@@ -17,6 +17,7 @@ class AdvanceTaxesandCharges(Document):
 
 		account_head: DF.Link
 		add_deduct_tax: DF.Literal["Add", "Deduct"]
+		allocated_amount: DF.Currency
 		base_net_amount: DF.Currency
 		base_tax_amount: DF.Currency
 		base_total: DF.Currency
@@ -27,12 +28,10 @@ class AdvanceTaxesandCharges(Document):
 		currency: DF.Link | None
 		description: DF.SmallText
 		included_in_paid_amount: DF.Check
-		is_tax_withholding_account: DF.Check
 		net_amount: DF.Currency
 		parent: DF.Data
 		parentfield: DF.Data
 		parenttype: DF.Data
-		project: DF.Link | None
 		rate: DF.Float
 		row_id: DF.Data | None
 		set_by_item_tax_template: DF.Check

erpnext/accounts/doctype/bank/bank.js

@@ -3,6 +3,9 @@
 frappe.provide("erpnext.integrations");
 
 frappe.ui.form.on("Bank", {
+	onload: function (frm) {
+		add_fields_to_mapping_table(frm);
+	},
 	refresh: function (frm) {
 		add_fields_to_mapping_table(frm);
 		frm.toggle_display(["address_html", "contact_html"], !frm.doc.__islocal);
@@ -34,11 +37,11 @@ let add_fields_to_mapping_table = function (frm) {
 		});
 	});
 
-	const grid = frm.fields_dict.bank_transaction_mapping?.grid;
-
-	if (grid) {
-		grid.update_docfield_property("bank_transaction_field", "options", options);
-	}
+	frm.fields_dict.bank_transaction_mapping.grid.update_docfield_property(
+		"bank_transaction_field",
+		"options",
+		options
+	);
 };
 
 erpnext.integrations.refreshPlaidLink = class refreshPlaidLink {
@@ -113,7 +116,7 @@ erpnext.integrations.refreshPlaidLink = class refreshPlaidLink {
 				"There was an issue connecting to Plaid's authentication server. Check browser console for more information"
 			)
 		);
-		console.error(error);
+		console.log(error);
 	}
 
 	plaid_success(token, response) {

erpnext/accounts/doctype/bank/test_bank.py

@@ -1,8 +1,9 @@
 # Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
+import unittest
 
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestBank(ERPNextTestSuite):
+class TestBank(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/bank_account/bank_account.js

@@ -42,4 +42,8 @@ frappe.ui.form.on("Bank Account", {
 			});
 		}
 	},
+
+	is_company_account: function (frm) {
+		frm.set_df_property("account", "reqd", frm.doc.is_company_account);
+	},
 });

erpnext/accounts/doctype/bank_account/bank_account.json

@@ -52,7 +52,6 @@
    "fieldtype": "Link",
    "in_list_view": 1,
    "label": "Company Account",
-   "mandatory_depends_on": "is_company_account",
    "options": "Account"
   },
   {
@@ -99,7 +98,6 @@
    "in_list_view": 1,
    "in_standard_filter": 1,
    "label": "Company",
-   "mandatory_depends_on": "is_company_account",
    "options": "Company"
   },
   {
@@ -134,8 +132,7 @@
    "fieldtype": "Data",
    "in_list_view": 1,
    "label": "IBAN",
-   "length": 34,
-   "options": "IBAN"
+   "length": 30
   },
   {
    "fieldname": "column_break_12",
@@ -211,7 +208,6 @@
    "label": "Disabled"
   }
  ],
- "grid_page_length": 50,
  "links": [
   {
    "group": "Transactions",
@@ -254,7 +250,7 @@
    "link_fieldname": "default_bank_account"
   }
  ],
- "modified": "2026-01-20 00:46:16.633364",
+ "modified": "2024-10-30 09:41:14.113414",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Bank Account",
@@ -286,10 +282,9 @@
    "write": 1
   }
  ],
- "row_format": "Dynamic",
  "search_fields": "bank,account",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/bank_account/bank_account.py

@@ -51,29 +51,55 @@ class BankAccount(Document):
 		delete_contact_and_address("Bank Account", self.name)
 
 	def validate(self):
-		self.validate_is_company_account()
+		self.validate_company()
+		self.validate_iban()
+		self.validate_account()
 		self.update_default_bank_account()
 
-	def validate_is_company_account(self):
-		if self.is_company_account:
-			if not self.company:
-				frappe.throw(_("Company is mandatory for company account"))
-
-			if not self.account:
-				frappe.throw(_("Company Account is mandatory"))
-
-			self.validate_account()
-
 	def validate_account(self):
-		if accounts := frappe.db.get_all(
-			"Bank Account", filters={"account": self.account, "name": ["!=", self.name]}, as_list=1
-		):
-			frappe.throw(
-				_("'{0}' account is already used by {1}. Use another account.").format(
-					frappe.bold(self.account),
-					frappe.bold(comma_and([get_link_to_form(self.doctype, x[0]) for x in accounts])),
+		if self.account:
+			if accounts := frappe.db.get_all(
+				"Bank Account", filters={"account": self.account, "name": ["!=", self.name]}, as_list=1
+			):
+				frappe.throw(
+					_("'{0}' account is already used by {1}. Use another account.").format(
+						frappe.bold(self.account),
+						frappe.bold(comma_and([get_link_to_form(self.doctype, x[0]) for x in accounts])),
+					)
 				)
-			)
+
+	def validate_company(self):
+		if self.is_company_account and not self.company:
+			frappe.throw(_("Company is mandatory for company account"))
+
+	def validate_iban(self):
+		"""
+		Algorithm: https://en.wikipedia.org/wiki/International_Bank_Account_Number#Validating_the_IBAN
+		"""
+		# IBAN field is optional
+		if not self.iban:
+			return
+
+		def encode_char(c):
+			# Position in the alphabet (A=1, B=2, ...) plus nine
+			return str(9 + ord(c) - 64)
+
+		# remove whitespaces, upper case to get the right number from ord()
+		iban = "".join(self.iban.split(" ")).upper()
+
+		# Move country code and checksum from the start to the end
+		flipped = iban[4:] + iban[:4]
+
+		# Encode characters as numbers
+		encoded = [encode_char(c) if ord(c) >= 65 and ord(c) <= 90 else c for c in flipped]
+
+		try:
+			to_check = int("".join(encoded))
+		except ValueError:
+			frappe.throw(_("IBAN is not valid"))
+
+		if to_check % 97 != 1:
+			frappe.throw(_("IBAN is not valid"))
 
 	def update_default_bank_account(self):
 		if self.is_default and not self.disabled:
@@ -83,7 +109,6 @@ class BankAccount(Document):
 					"party_type": self.party_type,
 					"party": self.party,
 					"is_company_account": self.is_company_account,
-					"company": self.company,
 					"is_default": 1,
 					"disabled": 0,
 				},
@@ -92,6 +117,15 @@ class BankAccount(Document):
 			)
 
 
+@frappe.whitelist()
+def make_bank_account(doctype, docname):
+	doc = frappe.new_doc("Bank Account")
+	doc.party_type = doctype
+	doc.party = docname
+
+	return doc
+
+
 def get_party_bank_account(party_type, party):
 	return frappe.db.get_value(
 		"Bank Account",
@@ -115,8 +149,7 @@ def get_default_company_bank_account(company, party_type, party):
 
 
 @frappe.whitelist()
-def get_bank_account_details(bank_account: str):
-	frappe.has_permission("Bank Account", doc=bank_account, ptype="read", throw=True)
+def get_bank_account_details(bank_account):
 	return frappe.get_cached_value(
 		"Bank Account", bank_account, ["account", "bank", "bank_account_no"], as_dict=1
 	)

erpnext/accounts/doctype/bank_account/test_bank_account.py

@@ -1,8 +1,45 @@
 # Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
+import unittest
 
-from erpnext.tests.utils import ERPNextTestSuite
+import frappe
+from frappe import ValidationError
+from frappe.tests import IntegrationTestCase
 
 
-class TestBankAccount(ERPNextTestSuite):
-	pass
+class TestBankAccount(IntegrationTestCase):
+	def test_validate_iban(self):
+		valid_ibans = [
+			"GB82 WEST 1234 5698 7654 32",
+			"DE91 1000 0000 0123 4567 89",
+			"FR76 3000 6000 0112 3456 7890 189",
+		]
+
+		invalid_ibans = [
+			# wrong checksum (3rd place)
+			"GB72 WEST 1234 5698 7654 32",
+			"DE81 1000 0000 0123 4567 89",
+			"FR66 3000 6000 0112 3456 7890 189",
+		]
+
+		bank_account = frappe.get_doc({"doctype": "Bank Account"})
+
+		try:
+			bank_account.validate_iban()
+		except AttributeError:
+			msg = "BankAccount.validate_iban() failed for empty IBAN"
+			self.fail(msg=msg)
+
+		for iban in valid_ibans:
+			bank_account.iban = iban
+			try:
+				bank_account.validate_iban()
+			except ValidationError:
+				msg = f"BankAccount.validate_iban() failed for valid IBAN {iban}"
+				self.fail(msg=msg)
+
+		for not_iban in invalid_ibans:
+			bank_account.iban = not_iban
+			msg = f"BankAccount.validate_iban() accepted invalid IBAN {not_iban}"
+			with self.assertRaises(ValidationError, msg=msg):
+				bank_account.validate_iban()

erpnext/accounts/doctype/bank_account_subtype/test_bank_account_subtype.py

@@ -1,8 +1,9 @@
 # Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
+import unittest
 
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestBankAccountSubtype(ERPNextTestSuite):
+class TestBankAccountSubtype(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/bank_account_type/test_bank_account_type.py

@@ -1,9 +1,10 @@
 # Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
 # import frappe
+import unittest
 
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestBankAccountType(ERPNextTestSuite):
+class TestBankAccountType(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/bank_clearance/bank_clearance.py

@@ -5,10 +5,8 @@
 import frappe
 from frappe import _, msgprint
 from frappe.model.document import Document
-from frappe.query_builder import Case
 from frappe.query_builder.custom import ConstantColumn
-from frappe.query_builder.functions import Coalesce, Sum
-from frappe.utils import cint, flt, fmt_money, getdate
+from frappe.utils import cint, flt, fmt_money, get_link_to_form, getdate
 from pypika import Order
 
 import erpnext
@@ -91,92 +89,46 @@ class BankClearance(Document):
 
 	@frappe.whitelist()
 	def update_clearance_date(self):
-		invalid_document = []
-		invalid_cheque_date = []
-		entries_to_update = []
-
-		def validate_entry(d):
-			is_valid = True
-			if not d.payment_document:
-				invalid_document.append(str(d.idx))
-				is_valid = False
-
-			if d.clearance_date and d.cheque_date and getdate(d.clearance_date) < getdate(d.cheque_date):
-				invalid_cheque_date.append(str(d.idx))
-				is_valid = False
-
-			return is_valid
-
+		clearance_date_updated = False
 		for d in self.get("payment_entries"):
-			if validate_entry(d) and (d.clearance_date or self.include_reconciled_entries):
+			if d.clearance_date:
+				if not d.payment_document:
+					frappe.throw(_("Row #{0}: Payment document is required to complete the transaction"))
+
+				if d.cheque_date and getdate(d.clearance_date) < getdate(d.cheque_date):
+					frappe.throw(
+						_("Row #{0}: For {1} Clearance date {2} cannot be before Cheque Date {3}").format(
+							d.idx,
+							get_link_to_form(d.payment_document, d.payment_entry),
+							d.clearance_date,
+							d.cheque_date,
+						)
+					)
+
+			if d.clearance_date or self.include_reconciled_entries:
 				if not d.clearance_date:
 					d.clearance_date = None
 
-				entries_to_update.append(d)
-
-		if invalid_document or invalid_cheque_date:
-			msg = _("<p>Please correct the following row(s):</p><ul>")
-			if invalid_document:
-				msg += _("<li>Payment document required for row(s): {0}</li>").format(
-					", ".join(invalid_document)
-				)
-
-			if invalid_cheque_date:
-				msg += _("<li>Clearance date must be after cheque date for row(s): {0}</li>").format(
-					", ".join(invalid_cheque_date)
-				)
-
-			msg += "</ul>"
-			msgprint(_(msg))
-			return
-
-		if not entries_to_update:
-			msgprint(_("Clearance Date not mentioned"))
-			return
-
-		for d in entries_to_update:
-			if d.payment_document == "Sales Invoice":
-				old_clearance_date = frappe.db.get_value(
-					"Sales Invoice Payment",
-					{
-						"parent": d.payment_entry,
-						"account": self.account,
-						"amount": [">", 0],
-					},
-					"clearance_date",
-				)
-				if d.clearance_date or old_clearance_date:
+				if d.payment_document == "Sales Invoice":
 					frappe.db.set_value(
 						"Sales Invoice Payment",
 						{"parent": d.payment_entry, "account": self.get("account"), "amount": [">", 0]},
 						"clearance_date",
 						d.clearance_date,
 					)
-					sales_invoice = frappe.get_lazy_doc("Sales Invoice", d.payment_entry)
-					sales_invoice.add_comment(
-						"Comment",
-						_("Clearance date changed from {0} to {1} via Bank Clearance Tool").format(
-							old_clearance_date, d.clearance_date
-						),
-					)
 
-			else:
-				payment_entry = frappe.get_lazy_doc(d.payment_document, d.payment_entry)
-				old_clearance_date = payment_entry.clearance_date
-
-				if d.clearance_date or old_clearance_date:
+				else:
 					# using db_set to trigger notification
+					payment_entry = frappe.get_doc(d.payment_document, d.payment_entry)
 					payment_entry.db_set("clearance_date", d.clearance_date)
 
-					payment_entry.add_comment(
-						"Comment",
-						_("Clearance date changed from {0} to {1} via Bank Clearance Tool").format(
-							old_clearance_date, d.clearance_date
-						),
-					)
+				clearance_date_updated = True
 
-		self.get_payment_entries()
-		msgprint(_("Clearance Date updated"))
+		if clearance_date_updated:
+			self.get_payment_entries()
+			msgprint(_("Clearance Date updated"))
+		else:
+			msgprint(_("Clearance Date not mentioned"))
 
 
 def get_payment_entries_for_bank_clearance(
@@ -184,162 +136,62 @@ def get_payment_entries_for_bank_clearance(
 ):
 	entries = []
 
-	journal_entry = frappe.qb.DocType("Journal Entry")
-	journal_entry_account = frappe.qb.DocType("Journal Entry Account")
-
-	journal_entry_query = (
-		frappe.qb.from_(journal_entry_account)
-		.inner_join(journal_entry)
-		.on(journal_entry_account.parent == journal_entry.name)
-		.select(
-			ConstantColumn("Journal Entry").as_("payment_document"),
-			journal_entry.name.as_("payment_entry"),
-			journal_entry.cheque_no.as_("cheque_number"),
-			journal_entry.cheque_date,
-			Sum(journal_entry_account.debit_in_account_currency).as_("debit"),
-			Sum(journal_entry_account.credit_in_account_currency).as_("credit"),
-			journal_entry.posting_date,
-			journal_entry_account.against_account,
-			journal_entry.clearance_date,
-			journal_entry_account.account_currency,
-		)
-		.where(
-			(journal_entry_account.account == account)
-			& (journal_entry.docstatus == 1)
-			& (journal_entry.posting_date >= from_date)
-			& (journal_entry.posting_date <= to_date)
-			& (journal_entry.is_opening == "No")
-		)
-	)
-
+	condition = ""
 	if not include_reconciled_entries:
-		journal_entry_query = journal_entry_query.where(
-			(journal_entry.clearance_date.isnull()) | (journal_entry.clearance_date == "0000-00-00")
-		)
+		condition = "and (clearance_date IS NULL or clearance_date='0000-00-00')"
 
-	journal_entries = (
-		journal_entry_query.groupby(journal_entry_account.account, journal_entry.name)
-		.orderby(journal_entry.posting_date)
-		.orderby(journal_entry.name, order=Order.desc)
-	).run(as_dict=True)
-
-	pe = frappe.qb.DocType("Payment Entry")
-	company = frappe.qb.DocType("Company")
-	payment_entry_query = (
-		frappe.qb.from_(pe)
-		.join(company)
-		.on(pe.company == company.name)
-		.select(
-			ConstantColumn("Payment Entry").as_("payment_document"),
-			pe.name.as_("payment_entry"),
-			pe.reference_no.as_("cheque_number"),
-			pe.reference_date.as_("cheque_date"),
-			(
-				Case()
-				.when(
-					pe.paid_from == account,
-					(
-						pe.paid_amount
-						+ (
-							Case()
-							.when(
-								(pe.payment_type == "Pay")
-								& (company.default_currency == pe.paid_from_account_currency),
-								pe.base_total_taxes_and_charges,
-							)
-							.else_(pe.total_taxes_and_charges)
-						)
-					),
-				)
-				.else_(0)
-			).as_("credit"),
-			(
-				Case()
-				.when(pe.paid_from == account, 0)
-				.else_(
-					pe.received_amount
-					+ (
-						Case()
-						.when(
-							company.default_currency == pe.paid_to_account_currency,
-							pe.base_total_taxes_and_charges,
-						)
-						.else_(pe.total_taxes_and_charges)
-					)
-				)
-			).as_("debit"),
-			pe.posting_date,
-			Coalesce(pe.party, Case().when(pe.paid_from == account, pe.paid_to).else_(pe.paid_from)).as_(
-				"against_account"
-			),
-			pe.clearance_date,
-			(
-				Case()
-				.when(pe.paid_to == account, pe.paid_to_account_currency)
-				.else_(pe.paid_from_account_currency)
-			).as_("account_currency"),
-		)
-		.where(
-			((pe.paid_from == account) | (pe.paid_to == account))
-			& (pe.docstatus == 1)
-			& (pe.posting_date >= from_date)
-			& (pe.posting_date <= to_date)
-		)
+	journal_entries = frappe.db.sql(
+		f"""
+			select
+				"Journal Entry" as payment_document, t1.name as payment_entry,
+				t1.cheque_no as cheque_number, t1.cheque_date,
+				sum(t2.debit_in_account_currency) as debit, sum(t2.credit_in_account_currency) as credit,
+				t1.posting_date, t2.against_account, t1.clearance_date, t2.account_currency
+			from
+				`tabJournal Entry` t1, `tabJournal Entry Account` t2
+			where
+				t2.parent = t1.name and t2.account = %(account)s and t1.docstatus=1
+				and t1.posting_date >= %(from)s and t1.posting_date <= %(to)s
+				and ifnull(t1.is_opening, 'No') = 'No' {condition}
+			group by t2.account, t1.name
+			order by t1.posting_date ASC, t1.name DESC
+		""",
+		{"account": account, "from": from_date, "to": to_date},
+		as_dict=1,
 	)
 
-	if not include_reconciled_entries:
-		payment_entry_query = payment_entry_query.where(
-			(pe.clearance_date.isnull()) | (pe.clearance_date == "0000-00-00")
-		)
-
-	payment_entries = (payment_entry_query.orderby(pe.posting_date).orderby(pe.name, order=Order.desc)).run(
-		as_dict=True
+	payment_entries = frappe.db.sql(
+		f"""
+			select
+				"Payment Entry" as payment_document, name as payment_entry,
+				reference_no as cheque_number, reference_date as cheque_date,
+				if(paid_from=%(account)s, paid_amount + total_taxes_and_charges, 0) as credit,
+				if(paid_from=%(account)s, 0, received_amount + total_taxes_and_charges) as debit,
+				posting_date, ifnull(party,if(paid_from=%(account)s,paid_to,paid_from)) as against_account, clearance_date,
+				if(paid_to=%(account)s, paid_to_account_currency, paid_from_account_currency) as account_currency
+			from `tabPayment Entry`
+			where
+				(paid_from=%(account)s or paid_to=%(account)s) and docstatus=1
+				and posting_date >= %(from)s and posting_date <= %(to)s
+				{condition}
+			order by
+				posting_date ASC, name DESC
+		""",
+		{
+			"account": account,
+			"from": from_date,
+			"to": to_date,
+		},
+		as_dict=1,
 	)
 
-	acc = frappe.qb.DocType("Account")
-
-	pi = frappe.qb.DocType("Purchase Invoice")
-
-	paid_purchase_invoices_query = (
-		frappe.qb.from_(pi)
-		.inner_join(acc)
-		.on(pi.cash_bank_account == acc.name)
-		.select(
-			ConstantColumn("Purchase Invoice").as_("payment_document"),
-			pi.name.as_("payment_entry"),
-			pi.paid_amount.as_("credit"),
-			pi.posting_date,
-			pi.supplier.as_("against_account"),
-			pi.bill_no.as_("cheque_number"),
-			pi.clearance_date,
-			acc.account_currency,
-			ConstantColumn(0).as_("debit"),
-		)
-		.where(
-			(pi.docstatus == 1)
-			& (pi.is_paid == 1)
-			& (pi.cash_bank_account == account)
-			& (pi.posting_date >= from_date)
-			& (pi.posting_date <= to_date)
-		)
-	)
-
-	if not include_reconciled_entries:
-		paid_purchase_invoices_query = paid_purchase_invoices_query.where(
-			(pi.clearance_date.isnull()) | (pi.clearance_date == "0000-00-00")
-		)
-
-	paid_purchase_invoices = (
-		paid_purchase_invoices_query.orderby(pi.posting_date).orderby(pi.name, order=Order.desc)
-	).run(as_dict=True)
-
-	pos_sales_invoices = []
-
+	pos_sales_invoices, pos_purchase_invoices = [], []
 	if include_pos_transactions:
 		si_payment = frappe.qb.DocType("Sales Invoice Payment")
 		si = frappe.qb.DocType("Sales Invoice")
+		acc = frappe.qb.DocType("Account")
 
-		pos_sales_invoices_query = (
+		pos_sales_invoices = (
 			frappe.qb.from_(si_payment)
 			.inner_join(si)
 			.on(si_payment.parent == si.name)
@@ -362,22 +214,38 @@ def get_payment_entries_for_bank_clearance(
 				& (si.posting_date >= from_date)
 				& (si.posting_date <= to_date)
 			)
-		)
+			.orderby(si.posting_date)
+			.orderby(si.name, order=Order.desc)
+		).run(as_dict=True)
 
-		if not include_reconciled_entries:
-			pos_sales_invoices_query = pos_sales_invoices_query.where(
-				(si_payment.clearance_date.isnull()) | (si_payment.clearance_date == "0000-00-00")
+		pi = frappe.qb.DocType("Purchase Invoice")
+
+		pos_purchase_invoices = (
+			frappe.qb.from_(pi)
+			.inner_join(acc)
+			.on(pi.cash_bank_account == acc.name)
+			.select(
+				ConstantColumn("Purchase Invoice").as_("payment_document"),
+				pi.name.as_("payment_entry"),
+				pi.paid_amount.as_("credit"),
+				pi.posting_date,
+				pi.supplier.as_("against_account"),
+				pi.clearance_date,
+				acc.account_currency,
+				ConstantColumn(0).as_("debit"),
 			)
-
-		pos_sales_invoices = (
-			pos_sales_invoices_query.orderby(si.posting_date).orderby(si.name, order=Order.desc)
+			.where(
+				(pi.docstatus == 1)
+				& (pi.cash_bank_account == account)
+				& (pi.posting_date >= from_date)
+				& (pi.posting_date <= to_date)
+			)
+			.orderby(pi.posting_date)
+			.orderby(pi.name, order=Order.desc)
 		).run(as_dict=True)
 
 	entries = (
-		list(payment_entries)
-		+ list(journal_entries)
-		+ list(pos_sales_invoices)
-		+ list(paid_purchase_invoices)
+		list(payment_entries) + list(journal_entries) + list(pos_sales_invoices) + list(pos_purchase_invoices)
 	)
 
 	return entries

erpnext/accounts/doctype/bank_clearance/test_bank_clearance.py

@@ -1,7 +1,9 @@
 # Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
+import unittest
 
 import frappe
+from frappe.tests import IntegrationTestCase
 from frappe.utils import add_months, getdate
 
 from erpnext.accounts.doctype.cost_center.test_cost_center import create_cost_center
@@ -13,12 +15,13 @@ from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make
 from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
 from erpnext.stock.doctype.item.test_item import create_item
 from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
-from erpnext.tests.utils import ERPNextTestSuite, if_lending_app_installed, if_lending_app_not_installed
+from erpnext.tests.utils import if_lending_app_installed, if_lending_app_not_installed
 
 
-class TestBankClearance(ERPNextTestSuite):
-	def setUp(self):
-		frappe.clear_cache()
+class TestBankClearance(IntegrationTestCase):
+	@classmethod
+	def setUpClass(cls):
+		super().setUpClass()
 		create_warehouse(
 			warehouse_name="_Test Warehouse",
 			properties={"parent_warehouse": "All Warehouses - _TC"},

erpnext/accounts/doctype/bank_clearance_detail/bank_clearance_detail.json

@@ -30,7 +30,8 @@
    "label": "Payment Entry",
    "oldfieldname": "voucher_id",
    "oldfieldtype": "Link",
-   "options": "payment_document"
+   "options": "payment_document",
+   "width": "50"
   },
   {
    "columns": 2,
@@ -68,7 +69,7 @@
    "read_only": 1
   },
   {
-   "columns": 1,
+   "columns": 2,
    "fieldname": "cheque_number",
    "fieldtype": "Data",
    "in_list_view": 1,
@@ -78,10 +79,8 @@
    "read_only": 1
   },
   {
-   "columns": 2,
    "fieldname": "cheque_date",
    "fieldtype": "Date",
-   "in_list_view": 1,
    "label": "Cheque Date",
    "oldfieldname": "cheque_date",
    "oldfieldtype": "Date",
@@ -97,19 +96,17 @@
    "oldfieldtype": "Date"
   }
  ],
- "grid_page_length": 50,
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-12-17 14:33:45.913311",
+ "modified": "2024-03-27 13:06:37.609319",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Bank Clearance Detail",
  "owner": "Administrator",
  "permissions": [],
  "quick_entry": 1,
- "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "ASC",
  "states": []
-}
+}

erpnext/accounts/doctype/bank_guarantee/bank_guarantee.js

@@ -9,6 +9,13 @@ cur_frm.add_fetch("bank", "swift_number", "swift_number");
 
 frappe.ui.form.on("Bank Guarantee", {
 	setup: function (frm) {
+		frm.set_query("bank", function () {
+			return {
+				filters: {
+					company: frm.doc.company,
+				},
+			};
+		});
 		frm.set_query("bank_account", function () {
 			return {
 				filters: {

erpnext/accounts/doctype/bank_guarantee/bank_guarantee.json

@@ -146,7 +146,6 @@
    "fieldname": "iban",
    "fieldtype": "Data",
    "label": "IBAN",
-   "options": "IBAN",
    "read_only": 1
   },
   {
@@ -215,10 +214,9 @@
    "read_only": 1
   }
  ],
- "grid_page_length": 50,
  "is_submittable": 1,
  "links": [],
- "modified": "2025-08-29 11:52:33.550847",
+ "modified": "2024-03-27 13:06:37.731207",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Bank Guarantee",
@@ -252,10 +250,9 @@
   }
  ],
  "quick_entry": 1,
- "row_format": "Dynamic",
  "search_fields": "customer",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "title_field": "customer"
-}
+}

erpnext/accounts/doctype/bank_guarantee/test_bank_guarantee.py

@@ -1,8 +1,9 @@
 # Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
+import unittest
 
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestBankGuarantee(ERPNextTestSuite):
+class TestBankGuarantee(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/bank_reconciliation_tool/bank_reconciliation_tool.py

@@ -1,15 +1,15 @@
 # Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
 # For license information, please see license.txt
 
+
 import json
-from datetime import date
 
 import frappe
 from frappe import _
 from frappe.model.document import Document
 from frappe.query_builder.custom import ConstantColumn
 from frappe.query_builder.functions import Sum
-from frappe.utils import cint, create_batch, flt
+from frappe.utils import cint, flt
 
 from erpnext import get_default_cost_center
 from erpnext.accounts.doctype.bank_transaction.bank_transaction import get_total_allocated_amount
@@ -47,9 +47,7 @@ class BankReconciliationTool(Document):
 
 
 @frappe.whitelist()
-def get_bank_transactions(
-	bank_account: str, from_date: str | date | None = None, to_date: str | date | None = None
-):
+def get_bank_transactions(bank_account, from_date=None, to_date=None):
 	# returns bank transactions for a bank account
 	filters = []
 	filters.append(["bank_account", "=", bank_account])
@@ -59,7 +57,7 @@ def get_bank_transactions(
 		filters.append(["date", "<=", to_date])
 	if from_date:
 		filters.append(["date", ">=", from_date])
-	transactions = frappe.get_list(
+	transactions = frappe.get_all(
 		"Bank Transaction",
 		fields=[
 			"date",
@@ -82,9 +80,8 @@ def get_bank_transactions(
 
 
 @frappe.whitelist()
-def get_account_balance(bank_account: str, till_date: str | date, company: str):
+def get_account_balance(bank_account, till_date, company):
 	# returns account balance till the specified date
-	frappe.has_permission("Bank Account", "read", bank_account, throw=True)
 	account = frappe.db.get_value("Bank Account", bank_account, "account")
 	filters = frappe._dict(
 		{
@@ -109,9 +106,7 @@ def get_account_balance(bank_account: str, till_date: str | date, company: str):
 
 
 @frappe.whitelist()
-def update_bank_transaction(
-	bank_transaction_name: str, reference_number: str, party_type: str | None = None, party: str | None = None
-):
+def update_bank_transaction(bank_transaction_name, reference_number, party_type=None, party=None):
 	# updates bank transaction based on the new parameters provided by the user from Vouchers
 	bank_transaction = frappe.get_doc("Bank Transaction", bank_transaction_name)
 	bank_transaction.reference_number = reference_number
@@ -140,16 +135,16 @@ def update_bank_transaction(
 
 @frappe.whitelist()
 def create_journal_entry_bts(
-	bank_transaction_name: str,
-	reference_number: str | None = None,
-	reference_date: str | None = None,
-	posting_date: str | date | None = None,
-	entry_type: str | None = None,
-	second_account: str | None = None,
-	mode_of_payment: str | None = None,
-	party_type: str | None = None,
-	party: str | None = None,
-	allow_edit: bool | None = None,
+	bank_transaction_name,
+	reference_number=None,
+	reference_date=None,
+	posting_date=None,
+	entry_type=None,
+	second_account=None,
+	mode_of_payment=None,
+	party_type=None,
+	party=None,
+	allow_edit=None,
 ):
 	# Create a new journal entry based on the bank transaction
 	bank_transaction = frappe.db.get_values(
@@ -299,17 +294,16 @@ def create_journal_entry_bts(
 
 @frappe.whitelist()
 def create_payment_entry_bts(
-	bank_transaction_name: str,
-	reference_number: str | None = None,
-	reference_date: str | None = None,
-	party_type: str | None = None,
-	party: str | None = None,
-	posting_date: str | None = None,
-	mode_of_payment: str | None = None,
-	project: str | None = None,
-	cost_center: str | None = None,
-	allow_edit: bool | None = None,
-	company_bank_account: str | None = None,
+	bank_transaction_name,
+	reference_number=None,
+	reference_date=None,
+	party_type=None,
+	party=None,
+	posting_date=None,
+	mode_of_payment=None,
+	project=None,
+	cost_center=None,
+	allow_edit=None,
 ):
 	# Create a new payment entry based on the bank transaction
 	bank_transaction = frappe.db.get_values(
@@ -351,9 +345,6 @@ def create_payment_entry_bts(
 	pe.project = project
 	pe.cost_center = cost_center
 
-	if company_bank_account:
-		pe.bank_account = company_bank_account
-
 	pe.validate()
 
 	if allow_edit:
@@ -376,27 +367,26 @@ def create_payment_entry_bts(
 
 @frappe.whitelist()
 def auto_reconcile_vouchers(
-	bank_account: str,
-	from_date: str | date | None = None,
-	to_date: str | date | None = None,
-	filter_by_reference_date: bool | None = None,
-	from_reference_date: bool | None = None,
-	to_reference_date: str | None = None,
+	bank_account,
+	from_date=None,
+	to_date=None,
+	filter_by_reference_date=None,
+	from_reference_date=None,
+	to_reference_date=None,
 ):
 	bank_transactions = get_bank_transactions(bank_account)
 
 	if len(bank_transactions) > 10:
-		for bank_transaction_batch in create_batch(bank_transactions, 1000):
-			frappe.enqueue(
-				method="erpnext.accounts.doctype.bank_reconciliation_tool.bank_reconciliation_tool.start_auto_reconcile",
-				queue="long",
-				bank_transactions=bank_transaction_batch,
-				from_date=from_date,
-				to_date=to_date,
-				filter_by_reference_date=filter_by_reference_date,
-				from_reference_date=from_reference_date,
-				to_reference_date=to_reference_date,
-			)
+		frappe.enqueue(
+			method="erpnext.accounts.doctype.bank_reconciliation_tool.bank_reconciliation_tool.start_auto_reconcile",
+			queue="long",
+			bank_transactions=bank_transactions,
+			from_date=from_date,
+			to_date=to_date,
+			filter_by_reference_date=filter_by_reference_date,
+			from_reference_date=from_reference_date,
+			to_reference_date=to_reference_date,
+		)
 		frappe.msgprint(_("Auto Reconciliation has started in the background"))
 	else:
 		start_auto_reconcile(
@@ -418,7 +408,7 @@ def start_auto_reconcile(
 	for transaction in bank_transactions:
 		linked_payments = get_linked_payments(
 			transaction.name,
-			["payment_entry", "journal_entry", "sales_invoice"],
+			["payment_entry", "journal_entry"],
 			from_date,
 			to_date,
 			filter_by_reference_date,
@@ -476,7 +466,7 @@ def get_auto_reconcile_message(partially_reconciled, reconciled):
 
 
 @frappe.whitelist()
-def reconcile_vouchers(bank_transaction_name: str, vouchers: str):
+def reconcile_vouchers(bank_transaction_name, vouchers):
 	# updated clear date of all the vouchers based on the bank transaction
 	vouchers = json.loads(vouchers)
 	transaction = frappe.get_doc("Bank Transaction", bank_transaction_name)
@@ -492,13 +482,13 @@ def reconcile_vouchers(bank_transaction_name: str, vouchers: str):
 
 @frappe.whitelist()
 def get_linked_payments(
-	bank_transaction_name: str,
-	document_types: str | list[str] | None = None,
-	from_date: str | date | None = None,
-	to_date: str | date | None = None,
-	filter_by_reference_date: bool | None = None,
-	from_reference_date: bool | None = None,
-	to_reference_date: str | None = None,
+	bank_transaction_name,
+	document_types=None,
+	from_date=None,
+	to_date=None,
+	filter_by_reference_date=None,
+	from_reference_date=None,
+	to_reference_date=None,
 ):
 	# get all matching payments for a bank transaction
 	transaction = frappe.get_doc("Bank Transaction", bank_transaction_name)
@@ -675,7 +665,7 @@ def get_matching_queries(
 		queries.append(query)
 
 	if transaction.deposit > 0.0 and "sales_invoice" in document_types:
-		query = get_si_matching_query(exact_match, currency, common_filters, transaction)
+		query = get_si_matching_query(exact_match, currency, common_filters)
 		queries.append(query)
 
 	if transaction.withdrawal > 0.0:
@@ -863,14 +853,11 @@ def get_je_matching_query(
 	return query
 
 
-def get_si_matching_query(exact_match, currency, common_filters, transaction):
+def get_si_matching_query(exact_match, currency, common_filters):
 	# get matching sales invoice query
 	si = frappe.qb.DocType("Sales Invoice")
 	sip = frappe.qb.DocType("Sales Invoice Payment")
 
-	ref_condition = sip.reference_no == transaction.reference_number
-	ref_rank = frappe.qb.terms.Case().when(ref_condition, 1).else_(0)
-
 	amount_equality = sip.amount == common_filters.amount
 	amount_rank = frappe.qb.terms.Case().when(amount_equality, 1).else_(0)
 	amount_condition = amount_equality if exact_match else sip.amount > 0.0
@@ -883,11 +870,11 @@ def get_si_matching_query(exact_match, currency, common_filters, transaction):
 		.join(si)
 		.on(sip.parent == si.name)
 		.select(
-			(ref_rank + party_rank + amount_rank + 1).as_("rank"),
+			(party_rank + amount_rank + 1).as_("rank"),
 			ConstantColumn("Sales Invoice").as_("doctype"),
 			si.name,
 			sip.amount.as_("paid_amount"),
-			sip.reference_no,
+			ConstantColumn("").as_("reference_no"),
 			ConstantColumn("").as_("reference_date"),
 			si.customer.as_("party"),
 			ConstantColumn("Customer").as_("party_type"),
@@ -901,9 +888,6 @@ def get_si_matching_query(exact_match, currency, common_filters, transaction):
 		.where(si.currency == currency)
 	)
 
-	if frappe.flags.auto_reconcile_vouchers is True:
-		query = query.where(ref_condition)
-
 	return query
 
 

erpnext/accounts/doctype/bank_reconciliation_tool/test_bank_reconciliation_tool.py

@@ -4,6 +4,7 @@
 
 import frappe
 from frappe import qb
+from frappe.tests import IntegrationTestCase
 from frappe.utils import add_days, today
 
 from erpnext.accounts.doctype.bank_reconciliation_tool.bank_reconciliation_tool import (
@@ -12,10 +13,9 @@ from erpnext.accounts.doctype.bank_reconciliation_tool.bank_reconciliation_tool
 )
 from erpnext.accounts.doctype.payment_entry.test_payment_entry import create_payment_entry
 from erpnext.accounts.test.accounts_mixin import AccountsTestMixin
-from erpnext.tests.utils import ERPNextTestSuite
 
 
-class TestBankReconciliationTool(ERPNextTestSuite, AccountsTestMixin):
+class TestBankReconciliationTool(AccountsTestMixin, IntegrationTestCase):
 	def setUp(self):
 		self.create_company()
 		self.create_customer()
@@ -24,6 +24,9 @@ class TestBankReconciliationTool(ERPNextTestSuite, AccountsTestMixin):
 		qb.from_(bank_dt).delete().where(bank_dt.name == "HDFC").run()
 		self.create_bank_account()
 
+	def tearDown(self):
+		frappe.db.rollback()
+
 	def create_bank_account(self):
 		bank = frappe.get_doc(
 			{
@@ -40,7 +43,6 @@ class TestBankReconciliationTool(ERPNextTestSuite, AccountsTestMixin):
 					"bank": bank.name,
 					"is_company_account": True,
 					"account": self.bank,  # account from Chart of Accounts
-					"company": self.company,
 				}
 			)
 			.insert()

erpnext/accounts/doctype/bank_statement_import/bank_statement_import.js

@@ -252,7 +252,7 @@ frappe.ui.form.on("Bank Statement Import", {
 
 		open_url_post(method, {
 			doctype: "Bank Transaction",
-			export_records: "blank_template",
+			export_records: "5_records",
 			export_fields: {
 				"Bank Transaction": [
 					"date",

erpnext/accounts/doctype/bank_statement_import/bank_statement_import.py

@@ -111,54 +111,20 @@ class BankStatementImport(DataImport):
 		return None
 
 
-def preprocess_mt940_content(content: str) -> str:
-	"""Preprocess MT940 content to fix statement number format issues.
-
-	The MT940 standard expects statement numbers to be maximum 5 digits,
-	but some banks provide longer statement numbers that cause parsing errors.
-	This function truncates statement numbers longer than 5 digits to the last 5 digits.
-	"""
-	# Fast-path: bail if no :28C: tag exists
-	if ":28C:" not in content:
-		return content
-
-	# Match :28C: at start of line, capture digits and optional /seq, preserve whitespace
-	pattern = re.compile(r"(?m)^(:28C:)(\d{6,})(/\d+)?(\s*)$")
-
-	def replace_statement_number(match):
-		prefix = match.group(1)  # ':28C:'
-		statement_num = match.group(2)  # The statement number
-		sequence_part = match.group(3) or ""  # The sequence part like '/1'
-		trailing_space = match.group(4) or ""  # Preserve trailing whitespace
-
-		# If statement number is longer than 5 digits, truncate to last 5 digits
-		if len(statement_num) > 5:
-			statement_num = statement_num[-5:]
-
-		return prefix + statement_num + sequence_part + trailing_space
-
-	# Apply the replacement
-	processed_content = pattern.sub(replace_statement_number, content)
-	return processed_content
-
-
 @frappe.whitelist()
-def convert_mt940_to_csv(data_import: str, mt940_file_path: str):
+def convert_mt940_to_csv(data_import, mt940_file_path):
 	doc = frappe.get_doc("Bank Statement Import", data_import)
 
-	_file_doc, content = get_file(mt940_file_path)
+	file_doc, content = get_file(mt940_file_path)
 
-	is_mt940 = is_mt940_format(content)
-	if not is_mt940:
+	if not is_mt940_format(content):
 		frappe.throw(_("The uploaded file does not appear to be in valid MT940 format."))
 
-	if is_mt940 and not doc.import_mt940_fromat:
+	if is_mt940_format(content) and not doc.import_mt940_fromat:
 		frappe.throw(_("MT940 file detected. Please enable 'Import MT940 Format' to proceed."))
 
 	try:
-		# Preprocess MT940 content to fix statement number format issues
-		processed_content = preprocess_mt940_content(content)
-		transactions = mt940.parse(processed_content)
+		transactions = mt940.parse(content)
 	except Exception as e:
 		frappe.throw(_("Failed to parse MT940 format. Error: {0}").format(str(e)))
 
@@ -208,28 +174,26 @@ def convert_mt940_to_csv(data_import: str, mt940_file_path: str):
 
 
 @frappe.whitelist()
-def get_preview_from_template(
-	data_import: str, import_file: str | None = None, google_sheets_url: str | None = None
-):
+def get_preview_from_template(data_import, import_file=None, google_sheets_url=None):
 	return frappe.get_doc("Bank Statement Import", data_import).get_preview_from_template(
 		import_file, google_sheets_url
 	)
 
 
 @frappe.whitelist()
-def form_start_import(data_import: str):
+def form_start_import(data_import):
 	job_id = frappe.get_doc("Bank Statement Import", data_import).start_import()
 	return job_id is not None
 
 
 @frappe.whitelist()
-def download_errored_template(data_import_name: str):
+def download_errored_template(data_import_name):
 	data_import = frappe.get_doc("Bank Statement Import", data_import_name)
 	data_import.export_errored_rows()
 
 
 @frappe.whitelist()
-def download_import_log(data_import_name: str):
+def download_import_log(data_import_name):
 	return frappe.get_doc("Bank Statement Import", data_import_name).download_import_log()
 
 
@@ -285,7 +249,6 @@ def start_import(data_import, bank_account, import_file_path, google_sheets_url,
 
 
 def update_mapping_db(bank, template_options):
-	"""Update bank transaction mapping database with template options."""
 	bank = frappe.get_doc("Bank", bank)
 	for d in bank.bank_transaction_mapping:
 		d.delete()
@@ -297,7 +260,6 @@ def update_mapping_db(bank, template_options):
 
 
 def add_bank_account(data, bank_account):
-	"""Add bank account information to data rows."""
 	bank_account_loc = None
 	if "Bank Account" not in data[0]:
 		data[0].append("Bank Account")
@@ -314,7 +276,6 @@ def add_bank_account(data, bank_account):
 
 
 def write_files(import_file, data):
-	"""Write processed data to CSV or Excel files."""
 	full_file_path = import_file.file_doc.get_full_path()
 	parts = import_file.file_doc.get_extension()
 	extension = parts[1]
@@ -324,12 +285,11 @@ def write_files(import_file, data):
 		with open(full_file_path, "w", newline="") as file:
 			writer = csv.writer(file)
 			writer.writerows(data)
-	elif extension in ("xlsx", "xls"):
+	elif extension == "xlsx" or "xls":
 		write_xlsx(data, "trans", file_path=full_file_path)
 
 
 def write_xlsx(data, sheet_name, wb=None, column_widths=None, file_path=None):
-	"""Write data to Excel file with formatting."""
 	# from xlsx utils with changes
 	column_widths = column_widths or []
 	if wb is None:
@@ -365,7 +325,7 @@ def write_xlsx(data, sheet_name, wb=None, column_widths=None, file_path=None):
 
 
 @frappe.whitelist()
-def get_import_status(docname: str):
+def get_import_status(docname):
 	import_status = {}
 
 	data_import = frappe.get_doc("Bank Statement Import", docname)
@@ -373,7 +333,7 @@ def get_import_status(docname: str):
 
 	logs = frappe.get_all(
 		"Data Import Log",
-		fields=[{"COUNT": "*", "as": "count"}, "success"],
+		fields=["count(*) as count", "success"],
 		filters={"data_import": docname},
 		group_by="success",
 	)

erpnext/accounts/doctype/bank_statement_import/test_bank_statement_import.py

@@ -1,208 +1,10 @@
 # Copyright (c) 2020, Frappe Technologies and Contributors
 # See license.txt
+# import frappe
+import unittest
 
-from erpnext.accounts.doctype.bank_statement_import.bank_statement_import import (
-	is_mt940_format,
-	preprocess_mt940_content,
-)
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestBankStatementImport(ERPNextTestSuite):
-	"""Unit tests for Bank Statement Import functions"""
-
-	def test_preprocess_mt940_content_with_long_statement_number(self):
-		"""Test that statement numbers longer than 5 digits are truncated to last 5 digits"""
-		# Test case with 6-digit statement number (167619 -> 67619)
-		mt940_content = ":28C:167619/1"
-		expected_content = ":28C:67619/1"
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, expected_content)
-
-	def test_preprocess_mt940_content_with_normal_statement_number(self):
-		"""Test that statement numbers with 5 or fewer digits are unchanged"""
-		# Test case with 5-digit statement number (should remain unchanged)
-		mt940_content = ":28C:12345/1"
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, mt940_content)  # Should be unchanged
-
-		# Test case with 4-digit statement number (should remain unchanged)
-		mt940_content = ":28C:1234/1"
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, mt940_content)  # Should be unchanged
-
-	def test_preprocess_mt940_content_without_sequence_number(self):
-		"""Test statement number truncation without sequence number"""
-		# Test case with long statement number but no sequence (no /1)
-		mt940_content = ":28C:987654321"
-		expected_content = ":28C:54321"
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, expected_content)
-
-	def test_preprocess_mt940_content_multiple_occurrences(self):
-		"""Test multiple statement numbers in the same content"""
-		mt940_content = """:28C:167619/1
-:28C:987654/2"""
-		expected_content = """:28C:67619/1
-:28C:87654/2"""
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, expected_content)
-
-	def test_preprocess_mt940_content_edge_cases(self):
-		"""Test edge cases like empty content and content without :28C: tags"""
-		# Test empty content
-		self.assertEqual(preprocess_mt940_content(""), "")
-
-		# Test content without :28C: tags
-		content_without_28c = """:20:STARTUMSE
-:25:12345678901234567890
-:60F:C031002EUR0,00"""
-		result = preprocess_mt940_content(content_without_28c)
-		self.assertEqual(result, content_without_28c)  # Should be unchanged
-
-	def test_preprocess_mt940_content_with_full_mt940_document(self):
-		"""Test preprocessing with complete MT940 document"""
-		mt940_content = """:20:STARTUMSE
-:25:12345678901234567890
-:28C:167619/1
-:60F:C031002EUR0,00
-:61:0310021002DR123,45NMSCNONREF//8327000090031789
-:86:806?20EREF+NONREF?21MREF+M180031?22CRED+DE98ZZZ09999999999
-:62F:C031002EUR-123,45
--"""
-		expected_content = """:20:STARTUMSE
-:25:12345678901234567890
-:28C:67619/1
-:60F:C031002EUR0,00
-:61:0310021002DR123,45NMSCNONREF//8327000090031789
-:86:806?20EREF+NONREF?21MREF+M180031?22CRED+DE98ZZZ09999999999
-:62F:C031002EUR-123,45
--"""
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, expected_content)
-
-	def test_is_mt940_format_detection(self):
-		"""Test MT940 format detection function"""
-		# Valid MT940 content with all required tags
-		valid_mt940 = """:20:STARTUMSE
-:25:12345678901234567890
-:28C:167619/1
-:60F:C031002EUR0,00
-:61:0310021002DR123,45NMSCNONREF//8327000090031789"""
-		self.assertTrue(is_mt940_format(valid_mt940))
-
-		# Invalid MT940 content (CSV format)
-		invalid_mt940 = """Date,Description,Amount
-2023-01-01,Test Transaction,100.00
-2023-01-02,Another Transaction,-50.00"""
-		self.assertFalse(is_mt940_format(invalid_mt940))
-
-		# Partially valid MT940 (missing some required tags)
-		partial_mt940 = """:20:STARTUMSE
-:25:12345678901234567890
-:60F:C031002EUR0,00"""
-		self.assertFalse(is_mt940_format(partial_mt940))
-
-		# Empty content
-		self.assertFalse(is_mt940_format(""))
-
-	def test_preprocess_mt940_content_boundary_conditions(self):
-		"""Test boundary conditions for statement number length"""
-		# Test exactly 6 digits (should be truncated)
-		mt940_content = ":28C:123456/1"
-		expected_content = ":28C:23456/1"
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, expected_content)
-
-		# Test exactly 5 digits (should remain unchanged)
-		mt940_content = ":28C:12345/1"
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, mt940_content)
-
-		# Test very long statement number
-		mt940_content = ":28C:123456789012345/1"
-		expected_content = ":28C:12345/1"  # Last 5 digits
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, expected_content)
-
-	def test_preprocess_mt940_content_real_world_case(self):
-		"""Test with real-world MT940 content that was failing in production"""
-		# This is based on actual MT940 content that was causing parsing errors (sanitized)
-		mt940_content = """{1:F0112345678901X0000000000}{2:I94012345678901XN}{4:
-:20:STMTREF167619
-:25:1234567890
-:28C:167619/1
-:60F:C250622USD0,00
-:61:2507170717C100000,00NMSCNOREF
-:86:BY EXAMPLE INST 123456/03-07-25/TESTBANK/CITY
-:61:2507240724C1,00NMSCNEFTINW-1234567890
-:86:NEFT TEST123456789 EXAMPLE MERCHANT SERVICES
-:61:2507310731D305,62NMSCTBMS-1234567890
-:86:Chrg: Debit Card Annual Fee 1234 for 2025
-:61:2508030803D1066,00NMSC123456789
-:86:PCD/1234/EXAMPLE DOMAIN/01234567890123/23:27
-:61:2508060806D2000,00NMSCUPI-123456789
-:86:UPI/TEST USER/123456789/PaidViaTestApp
-:61:2508140814D5000,00NMSCUPI-123456789
-:86:UPI/TEST USER/123456789/PaidViaTestApp
-:61:2509190919D900,00NMSCUPI-123456789
-:86:UPI/EXAMPLE MERCHANT/123456789/Pay
-:61:2509190919D2606,00NMSCUPI-123456789
-:86:UPI/JOHN DOE/123456789/PaidViaTestApp
-:62F:C250922USD88123,38
--}"""
-
-		# Expected result with statement number 167619 truncated to 67619
-		expected_content = """{1:F0112345678901X0000000000}{2:I94012345678901XN}{4:
-:20:STMTREF167619
-:25:1234567890
-:28C:67619/1
-:60F:C250622USD0,00
-:61:2507170717C100000,00NMSCNOREF
-:86:BY EXAMPLE INST 123456/03-07-25/TESTBANK/CITY
-:61:2507240724C1,00NMSCNEFTINW-1234567890
-:86:NEFT TEST123456789 EXAMPLE MERCHANT SERVICES
-:61:2507310731D305,62NMSCTBMS-1234567890
-:86:Chrg: Debit Card Annual Fee 1234 for 2025
-:61:2508030803D1066,00NMSC123456789
-:86:PCD/1234/EXAMPLE DOMAIN/01234567890123/23:27
-:61:2508060806D2000,00NMSCUPI-123456789
-:86:UPI/TEST USER/123456789/PaidViaTestApp
-:61:2508140814D5000,00NMSCUPI-123456789
-:86:UPI/TEST USER/123456789/PaidViaTestApp
-:61:2509190919D900,00NMSCUPI-123456789
-:86:UPI/EXAMPLE MERCHANT/123456789/Pay
-:61:2509190919D2606,00NMSCUPI-123456789
-:86:UPI/JOHN DOE/123456789/PaidViaTestApp
-:62F:C250922USD88123,38
--}"""
-
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, expected_content)
-
-		# Verify that the problematic statement number was actually changed
-		self.assertIn(":28C:67619/1", result)
-		self.assertNotIn(":28C:167619/1", result)
-
-		# Verify that other content remains unchanged
-		self.assertIn(":20:STMTREF167619", result)  # Reference should remain unchanged
-		self.assertIn("UPI/TEST USER/123456789/PaidViaTestApp", result)
-
-	def test_preprocess_mt940_content_whitespace_variants(self):
-		"""Test handling of whitespace and different line endings"""
-		# Test with trailing spaces
-		mt940_content = ":28C:167619/1   \n"
-		expected_content = ":28C:67619/1   \n"
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, expected_content)
-
-		# Test with Windows line endings (CRLF)
-		mt940_content = ":28C:167619/1\r\n"
-		expected_content = ":28C:67619/1\r\n"
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, expected_content)
-
-		# Test with leading spaces (should not match as it's not line start)
-		mt940_content = "   :28C:167619/1\n"
-		result = preprocess_mt940_content(mt940_content)
-		self.assertEqual(result, mt940_content)  # Should remain unchanged
+class TestBankStatementImport(IntegrationTestCase):
+	pass

erpnext/accounts/doctype/bank_transaction/bank_transaction.json

@@ -38,10 +38,7 @@
   "column_break_3czf",
   "bank_party_name",
   "bank_party_account_number",
-  "bank_party_iban",
-  "extended_bank_statement_section",
-  "included_fee",
-  "excluded_fee"
+  "bank_party_iban"
  ],
  "fields": [
   {
@@ -119,14 +116,15 @@
   {
    "allow_on_submit": 1,
    "fieldname": "reference_number",
-   "fieldtype": "Small Text",
+   "fieldtype": "Data",
    "label": "Reference Number"
   },
   {
    "fieldname": "transaction_id",
    "fieldtype": "Data",
    "label": "Transaction ID",
-   "read_only": 1
+   "read_only": 1,
+   "unique": 1
   },
   {
    "allow_on_submit": 1,
@@ -225,8 +223,7 @@
   {
    "fieldname": "bank_party_iban",
    "fieldtype": "Data",
-   "label": "Party IBAN (Bank Statement)",
-   "options": "IBAN"
+   "label": "Party IBAN (Bank Statement)"
   },
   {
    "fieldname": "bank_party_account_number",
@@ -236,32 +233,12 @@
   {
    "fieldname": "column_break_oufv",
    "fieldtype": "Column Break"
-  },
-  {
-   "fieldname": "extended_bank_statement_section",
-   "fieldtype": "Section Break",
-   "label": "Extended Bank Statement"
-  },
-  {
-   "fieldname": "included_fee",
-   "fieldtype": "Currency",
-   "label": "Included Fee",
-   "non_negative": 1,
-   "options": "currency"
-  },
-  {
-   "description": "On save, the Excluded Fee will be converted to an Included Fee.",
-   "fieldname": "excluded_fee",
-   "fieldtype": "Currency",
-   "label": "Excluded Fee",
-   "non_negative": 1,
-   "options": "currency"
   }
  ],
  "grid_page_length": 50,
  "is_submittable": 1,
  "links": [],
- "modified": "2025-12-07 20:49:18.600757",
+ "modified": "2025-06-18 17:24:57.044666",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Bank Transaction",

erpnext/accounts/doctype/bank_transaction/bank_transaction.py

@@ -32,13 +32,11 @@ class BankTransaction(Document):
 		date: DF.Date | None
 		deposit: DF.Currency
 		description: DF.SmallText | None
-		excluded_fee: DF.Currency
-		included_fee: DF.Currency
 		naming_series: DF.Literal["ACC-BTN-.YYYY.-"]
 		party: DF.DynamicLink | None
 		party_type: DF.Link | None
 		payment_entries: DF.Table[BankTransactionPayments]
-		reference_number: DF.SmallText | None
+		reference_number: DF.Data | None
 		status: DF.Literal["", "Pending", "Settled", "Unreconciled", "Reconciled", "Cancelled"]
 		transaction_id: DF.Data | None
 		transaction_type: DF.Data | None
@@ -47,14 +45,9 @@ class BankTransaction(Document):
 	# end: auto-generated types
 
 	def before_validate(self):
-		self.handle_excluded_fee()
 		self.update_allocated_amount()
 
-	def on_discard(self):
-		self.db_set("status", "Cancelled")
-
 	def validate(self):
-		self.validate_included_fee()
 		self.validate_duplicate_references()
 		self.validate_currency()
 
@@ -139,8 +132,6 @@ class BankTransaction(Document):
 		self.set_status()
 
 	def on_cancel(self):
-		self.ignore_linked_doctypes = ["GL Entry"]
-
 		for payment_entry in self.payment_entries:
 			self.delink_payment_entry(payment_entry)
 
@@ -316,40 +307,6 @@ class BankTransaction(Document):
 
 		self.party_type, self.party = result
 
-	def validate_included_fee(self):
-		"""
-		The included_fee is only handled for withdrawals. An included_fee for a deposit, is not credited to the account and is
-		therefore outside of the deposit value and can be larger than the deposit itself.
-		"""
-
-		if self.included_fee and self.withdrawal:
-			if self.included_fee > self.withdrawal:
-				frappe.throw(_("Included fee is bigger than the withdrawal itself."))
-
-	def handle_excluded_fee(self):
-		# Include the excluded fee on validate to handle all further processing the same
-		excluded_fee = flt(self.excluded_fee)
-		if excluded_fee <= 0:
-			return
-
-		# Suppress a negative deposit (aka withdrawal), likely not intendend
-		if flt(self.deposit) > 0 and (flt(self.deposit) - excluded_fee) < 0:
-			frappe.throw(_("The Excluded Fee is bigger than the Deposit it is deducted from."))
-
-		# Enforce directionality
-		if flt(self.deposit) > 0 and flt(self.withdrawal) > 0:
-			frappe.throw(
-				_("Only one of Deposit or Withdrawal should be non-zero when applying an Excluded Fee.")
-			)
-
-		if flt(self.deposit) > 0:
-			self.deposit = flt(self.deposit) - excluded_fee
-		# A fee applied to deposit and withdrawal equal 0 become a withdrawal
-		elif flt(self.withdrawal) >= 0:
-			self.withdrawal = flt(self.withdrawal) + excluded_fee
-		self.included_fee = flt(self.included_fee) + excluded_fee
-		self.excluded_fee = 0
-
 
 @frappe.whitelist()
 def get_doctypes_for_bank_reconciliation():
@@ -375,12 +332,11 @@ def get_clearance_details(transaction, payment_entry, bt_allocations, gl_entries
 			("unallocated_amount", "bank_account"),
 			as_dict=True,
 		)
-		bt_bank_account = frappe.db.get_value("Bank Account", bt.bank_account, "account")
 
-		if bt_bank_account != gl_bank_account:
+		if bt.bank_account != gl_bank_account:
 			frappe.throw(
 				_("Bank Account {} in Bank Transaction {} is not matching with Bank Account {}").format(
-					bt_bank_account, payment_entry.payment_entry, gl_bank_account
+					bt.bank_account, payment_entry.payment_entry, gl_bank_account
 				)
 			)