📝 Add docstrings to fix/email-campaign-timeout

Docstrings generation was requested by @pratikb64.

* https://github.com/frappe/erpnext/pull/51994#issuecomment-3783742931

The following files were modified:

* `erpnext/crm/doctype/email_campaign/email_campaign.py`

.github/ISSUE_TEMPLATE/bug_report.yaml

@@ -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/helper/merge_po_files.py

@@ -1,52 +0,0 @@
-#!/usr/bin/env python3
-"""Overlay develop's .po translations onto hotfix's .po files.
-
-Called by sync_hotfix_translations.sh before `bench update-po-files`.
-Merge rules:
-  a. msgid absent from develop  → keep hotfix's existing msgstr
-  b. language not yet in hotfix → copy file as-is (bench will filter to main.pot)
-  c. msgid present in both      → use develop's msgstr
-"""
-from datetime import datetime, timezone
-from pathlib import Path
-
-from babel.messages.pofile import read_po, write_po
-
-DEVELOP = Path("/tmp/develop-po/erpnext/locale/")
-LOCALE  = Path("./apps/erpnext/erpnext/locale/")
-
-added = updated = 0
-
-for src in sorted(DEVELOP.glob("*.po")):
-    dst = LOCALE / src.name
-
-    with src.open("rb") as f:
-        dev = read_po(f)
-
-    if not dst.exists():
-        dev.revision_date = datetime.now(timezone.utc)
-        with dst.open("wb") as f:
-            write_po(f, dev)
-        added += 1
-        print(f"  [new]     {src.name}")
-        continue
-
-    with dst.open("rb") as f:
-        hf = read_po(f)
-
-    changes = 0
-    for msg in hf:
-        if msg.id and msg.id in dev and dev[msg.id].string and dev[msg.id].string != msg.string:
-            msg.string = dev[msg.id].string
-            changes += 1
-
-    if changes:
-        hf.revision_date = datetime.now(timezone.utc)
-        with dst.open("wb") as f:
-            write_po(f, hf)
-        updated += 1
-        print(f"  [updated] {src.name} ({changes} msgstr(s) from develop)")
-    else:
-        print(f"  [no-op]   {src.name}")
-
-print(f"\n{added} new language(s), {updated} updated.")

.github/helper/sync_hotfix_translations.sh

@@ -1,121 +0,0 @@
-#!/bin/bash
-# Syncs Crowdin translations from develop to a hotfix branch.
-# Merge logic: see merge_po_files.py.
-# Env: GH_TOKEN, PR_REVIEWER, GITHUB_WORKSPACE, APP_NAME, GITHUB_REPOSITORY
-#      (all set by Actions).
-
-set -e
-
-HOTFIX_BRANCH="${HOTFIX_BRANCH:?HOTFIX_BRANCH env var is required}"
-APP_NAME="${APP_NAME:?APP_NAME env var is required}"
-
-cd ~ || exit
-
-echo "=== Setting up bench ==="
-pip install frappe-bench
-bench -v init frappe-bench --skip-assets --skip-redis-config-generation --python "$(which python)"
-cd ./frappe-bench || exit
-bench get-app --skip-assets "${APP_NAME}" "${GITHUB_WORKSPACE}"
-
-echo "=== Setting up sync_translations_${HOTFIX_BRANCH} branch ==="
-cd "./apps/${APP_NAME}" || exit
-git config user.email "developers@erpnext.com"
-git config user.name "frappe-pr-bot"
-git remote set-url upstream "https://github.com/${GITHUB_REPOSITORY}.git"
-git config remote.upstream.fetch "+refs/heads/*:refs/remotes/upstream/*"
-gh auth setup-git
-git fetch upstream "${HOTFIX_BRANCH}"
-
-if git ls-remote --exit-code --heads upstream "sync_translations_${HOTFIX_BRANCH}" >/dev/null 2>&1; then
-  git fetch upstream "sync_translations_${HOTFIX_BRANCH}"
-  git checkout -b "sync_translations_${HOTFIX_BRANCH}" "upstream/sync_translations_${HOTFIX_BRANCH}"
-  git merge -X theirs "upstream/${HOTFIX_BRANCH}" --no-edit
-else
-  git checkout -b "sync_translations_${HOTFIX_BRANCH}" "upstream/${HOTFIX_BRANCH}"
-fi
-cd ../.. || exit
-
-echo "=== Fetching develop's .po files ==="
-mkdir -p /tmp/develop-po
-git -C "${GITHUB_WORKSPACE}" fetch origin develop
-git -C "${GITHUB_WORKSPACE}" archive origin/develop "${APP_NAME}/locale/" \
-  | tar -xf - -C /tmp/develop-po/
-
-po_count=$(find "/tmp/develop-po/${APP_NAME}/locale" -name "*.po" | wc -l)
-if [ "${po_count}" -eq 0 ]; then
-  echo "ERROR: No .po files found in develop's archive. Aborting." >&2
-  exit 1
-fi
-echo "Extracted ${po_count} .po file(s) from develop."
-
-echo "=== Merging and reconciling ==="
-env/bin/python "${GITHUB_WORKSPACE}/.github/helper/merge_po_files.py"
-bench update-po-files --app "${APP_NAME}"
-
-cd "./apps/${APP_NAME}" || exit
-
-if git diff --quiet "${APP_NAME}/locale/" && [ -z "$(git ls-files --others --exclude-standard "${APP_NAME}/locale/")" ]; then
-  echo "Translations are already up to date. No PR needed."
-  exit 0
-fi
-
-echo "Changed files:"
-git diff --name-only "${APP_NAME}/locale/"
-git ls-files --others --exclude-standard "${APP_NAME}/locale/"
-
-echo "=== Committing ==="
-while IFS= read -r file; do
-  git add "${file}"
-  lang=$(basename "${file}" .po)
-  git commit -m "chore: add ${lang} translation to ${HOTFIX_BRANCH}"
-done < <(git ls-files --others --exclude-standard "${APP_NAME}/locale/" | grep '\.po$' | sort)
-
-while IFS= read -r file; do
-  git add "${file}"
-  if ! git diff --staged --quiet -- "${file}"; then
-    lang=$(basename "${file}" .po)
-    git commit -m "chore: sync ${lang} translation to ${HOTFIX_BRANCH}"
-  else
-    git restore --staged -- "${file}"
-  fi
-done < <(git diff --name-only "${APP_NAME}/locale/" | grep '\.po$' | sort)
-
-if git ls-remote --exit-code --heads upstream "sync_translations_${HOTFIX_BRANCH}" >/dev/null 2>&1; then
-  git fetch upstream "sync_translations_${HOTFIX_BRANCH}"
-  git merge -X ours "upstream/sync_translations_${HOTFIX_BRANCH}" --no-edit
-fi
-git push -u upstream sync_translations_${HOTFIX_BRANCH}
-
-echo "=== Opening PR (if not already open) ==="
-existing_pr=$(gh pr list \
-  --base "${HOTFIX_BRANCH}" \
-  --head "sync_translations_${HOTFIX_BRANCH}" \
-  --state open \
-  --json number \
-  --jq 'length' \
-  -R "${GITHUB_REPOSITORY}")
-
-if [ "${existing_pr}" -gt 0 ]; then
-  echo "PR already open — branch updated in place. No new PR needed."
-  exit 0
-fi
-
-gh pr create \
-  --base "${HOTFIX_BRANCH}" \
-  --head "sync_translations_${HOTFIX_BRANCH}" \
-  --title "chore: sync translations to ${HOTFIX_BRANCH}" \
-  --body "Automated sync of Crowdin translations from \`develop\` to \`${HOTFIX_BRANCH}\`.
-
-A 3-way merge is performed per language, then \`bench update-po-files\` reconciles each \`.po\` against hotfix's \`main.pot\`:
-
-| Case | Condition | Result |
-|------|-----------|--------|
-| **a** | \`msgid\` in hotfix's \`main.pot\`, **not** in develop's \`.po\` | Hotfix's existing \`msgstr\` is **preserved** (string removed from develop but still needed in hotfix) |
-| **b** | \`msgid\` **not** in hotfix's \`main.pot\` | **Dropped** from hotfix's \`.po\` |
-| **c** | \`msgid\` in both hotfix's \`main.pot\` and develop's \`.po\` | Develop's \`msgstr\` is used (Crowdin translation wins) |
-
-Generated by the \`sync-hotfix-translations\` workflow." \
-  --label "translation" \
-  --label "skip-release-notes" \
-  --reviewer "${PR_REVIEWER}" \
-  -R "${GITHUB_REPOSITORY}"

.github/workflows/build-and-commit-assets.yml

@@ -1,70 +0,0 @@
-name: Build and Upload Assets
-
-on:
-  push:
-    branches:
-      - develop
-      - 'version-*'
-
-concurrency:
-  group: build-assets-${{ github.ref }}
-  cancel-in-progress: true
-
-permissions:
-  contents: write
-
-jobs:
-  build-assets:
-    name: Build JS/CSS and upload to release
-    runs-on: ubuntu-latest
-
-    steps:
-      - uses: actions/checkout@v4
-        with:
-          repository: frappe/frappe
-          path: apps/frappe
-          ref: ${{ github.ref_name }}
-
-      - uses: actions/checkout@v4
-        with:
-          path: apps/erpnext
-
-      - name: Create bench structure
-        run: |
-          mkdir -p sites
-          printf "frappe\nerpnext\n" > sites/apps.txt
-
-      - uses: actions/setup-node@v4
-        with:
-          node-version: 24
-          cache: yarn
-          cache-dependency-path: apps/frappe/yarn.lock
-
-      - name: Install frappe JS dependencies
-        working-directory: apps/frappe
-        run: yarn install --frozen-lockfile
-
-      - name: Install erpnext JS dependencies
-        working-directory: apps/erpnext
-        run: yarn install --frozen-lockfile --ignore-scripts
-
-      - name: Link node_modules into public/
-        working-directory: apps/frappe
-        run: ln -s "$PWD/node_modules" frappe/public/node_modules
-
-      - name: Build assets (production)
-        working-directory: apps/frappe
-        run: yarn run production
-
-      - name: Package assets
-        working-directory: apps/erpnext
-        run: tar czf erpnext-assets.tar.gz -C ../../sites/assets/erpnext dist
-
-      - name: Upload to rolling release
-        working-directory: apps/erpnext
-        env:
-          GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
-        run: |
-          TAG="assets-${GITHUB_REF_NAME//\//-}"
-          gh release create "$TAG" --prerelease --title "Assets: $GITHUB_REF_NAME" --notes "" 2>/dev/null || true
-          gh release upload "$TAG" erpnext-assets.tar.gz --clobber

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

@@ -15,7 +15,7 @@ jobs:
     strategy:
       fail-fast: false
       matrix:
-        branch: ["develop"]
+        branch: ["develop", "version-16-hotfix"]
     permissions:
       contents: write
 
@@ -30,6 +30,11 @@ jobs:
           with:
             python-version: "3.14"
 
+        - name: Setup Node
+          uses: actions/setup-node@v6
+          with:
+            node-version: 24
+
         - name: Run script to update POT file
           run: |
             bash ${GITHUB_WORKSPACE}/.github/helper/update_pot_file.sh

.github/workflows/linters.yml

@@ -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

@@ -143,6 +143,7 @@ jobs:
           }
 
           update_to_version 15 3.13
+          update_to_version 16 3.14
 
           echo "Updating to latest version"
           git -C "apps/frappe" fetch --depth 1 upstream "${GITHUB_BASE_REF:-${GITHUB_REF##*/}}"

.github/workflows/release.yml

@@ -2,7 +2,7 @@ name: Generate Semantic Release
 on:
   push:
     branches:
-      - version-16
+      - version-13
 
 permissions:
   contents: read

.github/workflows/review-translation-changes.yaml

@@ -1,25 +0,0 @@
-name: Review translation PRs
-description: "Posts review comments with relevant translation changes that are hard to inspect in the diff view."
-
-on:
-  pull_request_target:
-    types: [opened, reopened, synchronize, ready_for_review]
-    paths:
-      - "**/*.po"
-      - "**/*.pot"
-
-concurrency:
-  group: po-review-${{ github.event.pull_request.number }}
-  cancel-in-progress: true
-
-jobs:
-  review-po-pr:
-    runs-on: ubuntu-latest
-    timeout-minutes: 10
-    permissions:
-      contents: read
-      issues: write
-      pull-requests: write
-
-    steps:
-      - uses: alyf-de/po-review-action@v1.0.0

.github/workflows/run-hotfix-translation-sync.yml

@@ -1,52 +0,0 @@
-# Runner — maintain this file on each hotfix branch, not on develop.
-#
-# Fires when main.pot changes on this branch (i.e. after a POT update PR
-# merges), or when dispatched by the orchestrator on develop (weekly schedule).
-#
-# Uses github.ref_name so the file is identical across all hotfix branches
-# with no branch-specific edits required.
-
-name: Run hotfix translation sync
-
-on:
-  workflow_dispatch:
-
-# One run at a time per branch. cancel-in-progress: false to avoid leaving
-# an orphaned remote branch from a mid-flight git push + gh pr create.
-concurrency:
-  group: sync-hotfix-translations-${{ github.ref_name }}
-  cancel-in-progress: false
-
-jobs:
-  sync-translations:
-    name: Sync translations from develop into ${{ github.ref_name }}
-    runs-on: ubuntu-latest
-    permissions:
-      contents: write
-    env:
-      HOTFIX_BRANCH: ${{ github.ref_name }}
-      APP_NAME: ${{ github.event.repository.name }}
-
-    steps:
-      - name: Checkout ${{ env.HOTFIX_BRANCH }}
-        uses: actions/checkout@v6
-        with:
-          ref: ${{ env.HOTFIX_BRANCH }}
-          fetch-depth: 0
-
-      - name: Setup Python
-        uses: actions/setup-python@v6
-        with:
-          python-version: "3.14"
-
-      - name: Setup Node
-        uses: actions/setup-node@v6
-        with:
-          node-version: 24
-
-      - name: Run sync script
-        run: |
-          bash "${GITHUB_WORKSPACE}/.github/helper/sync_hotfix_translations.sh"
-        env:
-          GH_TOKEN: ${{ secrets.RELEASE_TOKEN }}
-          PR_REVIEWER: diptanilsaha

.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
@@ -21,7 +21,7 @@ jobs:
     - 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
 
@@ -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/server-tests-mariadb-faux.yml

@@ -7,7 +7,6 @@ on:
     paths:
       - "**.js"
       - "**.css"
-      - "**.svg"
       - "**.md"
       - "**.html"
       - 'crowdin.yml'

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

@@ -41,7 +41,6 @@ jobs:
     runs-on: ubuntu-latest
     timeout-minutes: 60
     env:
-      TZ: 'Asia/Kolkata'
       NODE_ENV: "production"
       WITH_COVERAGE: ${{ github.event_name != 'pull_request' }}
 
@@ -57,7 +56,6 @@ jobs:
       mysql:
         image: mariadb:10.6
         env:
-          TZ: 'Asia/Kolkata'
           MARIADB_ROOT_PASSWORD: 'root'
         ports:
           - 3306:3306
@@ -131,7 +129,7 @@ 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 }} --with-coverage'
         env:
           TYPE: server
 

.github/workflows/sync-hotfix-translations.yml

@@ -1,39 +0,0 @@
-# Orchestrator — lives on develop only.
-#
-# Triggers on the weekly schedule and dispatches the runner workflow on each
-# hotfix branch listed in the matrix. To add or remove a branch, edit the
-# matrix below.
-#
-# POT-change triggers are handled by the runner on each hotfix branch
-# (run-hotfix-translation-sync.yml), since GitHub only evaluates a workflow
-# from the branch that receives the push.
-
-name: Sync translations to hotfix branches
-
-on:
-  schedule:
-    # 10:00 UTC Monday
-    - cron: "0 10 * * 1"
-  workflow_dispatch:
-
-permissions:
-  contents: read
-
-jobs:
-  trigger-runners:
-    name: Trigger sync → ${{ matrix.hotfix_branch }}
-    runs-on: ubuntu-latest
-    strategy:
-      matrix:
-        hotfix_branch:
-          - version-16-hotfix
-      fail-fast: false
-
-    steps:
-      - name: Dispatch runner on ${{ matrix.hotfix_branch }}
-        run: |
-          gh workflow run run-hotfix-translation-sync.yml \
-            --repo "${{ github.repository }}" \
-            --ref "${{ matrix.hotfix_branch }}"
-        env:
-          GH_TOKEN: ${{ secrets.RELEASE_TOKEN }}

.mergify.yml

@@ -50,13 +50,13 @@ pull_request_rules:
           - version-15-hotfix
         assignees:
           - "{{ author }}"
-  - name: backport to version-16-beta
+  - name: backport to version-16-hotfix
     conditions:
-      - label="backport version-16-beta"
+      - label="backport version-16-hotfix"
     actions:
       backport:
         branches:
-          - version-16-beta
+          - version-16-hotfix
         assignees:
           - "{{ author }}"
   - name: Automatic merge on CI success and review

.releaserc

@@ -1,5 +1,5 @@
 {
-	"branches": ["version-16"],
+	"branches": ["version-13"],
 	"plugins": [
 		"@semantic-release/commit-analyzer", {
 			"preset": "angular",
@@ -21,4 +21,4 @@
 		],
 		"@semantic-release/github"
 	]
-}
+}

README.md

@@ -1,4 +1,3 @@
-
 <div align="center">
     <a href="https://frappe.io/erpnext">
 	<img src="./erpnext/public/images/v16/erpnext.svg" alt="ERPNext Logo" height="80px" width="80xp"/>

erpnext/__init__.py

@@ -6,7 +6,7 @@ import frappe
 from frappe.model.document import Document
 from frappe.utils.user import is_website_user
 
-__version__ = "16.22.0"
+__version__ = "17.0.0-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.json

@@ -0,0 +1,126 @@
+{
+ "custom_fields": [
+  {
+   "_assign": null,
+   "_comments": null,
+   "_liked_by": null,
+   "_user_tags": null,
+   "allow_in_quick_entry": 0,
+   "allow_on_submit": 0,
+   "bold": 0,
+   "collapsible": 0,
+   "collapsible_depends_on": null,
+   "columns": 0,
+   "creation": "2018-12-28 22:29:21.828090",
+   "default": null,
+   "depends_on": null,
+   "description": null,
+   "docstatus": 0,
+   "dt": "Address",
+   "fetch_from": null,
+   "fetch_if_empty": 0,
+   "fieldname": "tax_category",
+   "fieldtype": "Link",
+   "hidden": 0,
+   "hide_border": 0,
+   "hide_days": 0,
+   "hide_seconds": 0,
+   "idx": 15,
+   "ignore_user_permissions": 0,
+   "ignore_xss_filter": 0,
+   "in_global_search": 0,
+   "in_list_view": 0,
+   "in_preview": 0,
+   "in_standard_filter": 0,
+   "insert_after": "fax",
+   "label": "Tax Category",
+   "length": 0,
+   "mandatory_depends_on": null,
+   "modified": "2018-12-28 22:29:21.828090",
+   "modified_by": "Administrator",
+   "name": "Address-tax_category",
+   "no_copy": 0,
+   "options": "Tax Category",
+   "owner": "Administrator",
+   "parent": null,
+   "parentfield": null,
+   "parenttype": null,
+   "permlevel": 0,
+   "precision": "",
+   "print_hide": 0,
+   "print_hide_if_no_value": 0,
+   "print_width": null,
+   "read_only": 0,
+   "read_only_depends_on": null,
+   "report_hide": 0,
+   "reqd": 0,
+   "search_index": 0,
+   "translatable": 0,
+   "unique": 0,
+   "width": null
+  },
+  {
+   "_assign": null,
+   "_comments": null,
+   "_liked_by": null,
+   "_user_tags": null,
+   "allow_in_quick_entry": 0,
+   "allow_on_submit": 0,
+   "bold": 0,
+   "collapsible": 0,
+   "collapsible_depends_on": null,
+   "columns": 0,
+   "creation": "2020-10-14 17:41:40.878179",
+   "default": "0",
+   "depends_on": null,
+   "description": null,
+   "docstatus": 0,
+   "dt": "Address",
+   "fetch_from": null,
+   "fetch_if_empty": 0,
+   "fieldname": "is_your_company_address",
+   "fieldtype": "Check",
+   "hidden": 0,
+   "hide_border": 0,
+   "hide_days": 0,
+   "hide_seconds": 0,
+   "idx": 20,
+   "ignore_user_permissions": 0,
+   "ignore_xss_filter": 0,
+   "in_global_search": 0,
+   "in_list_view": 0,
+   "in_preview": 0,
+   "in_standard_filter": 0,
+   "insert_after": "linked_with",
+   "label": "Is Your Company Address",
+   "length": 0,
+   "mandatory_depends_on": null,
+   "modified": "2020-10-14 17:41:40.878179",
+   "modified_by": "Administrator",
+   "name": "Address-is_your_company_address",
+   "no_copy": 0,
+   "options": null,
+   "owner": "Administrator",
+   "parent": null,
+   "parentfield": null,
+   "parenttype": null,
+   "permlevel": 0,
+   "precision": "",
+   "print_hide": 0,
+   "print_hide_if_no_value": 0,
+   "print_width": null,
+   "read_only": 0,
+   "read_only_depends_on": null,
+   "report_hide": 0,
+   "reqd": 0,
+   "search_index": 0,
+   "translatable": 0,
+   "unique": 0,
+   "width": null
+  }
+ ],
+ "custom_perms": [],
+ "doctype": "Address",
+ "property_setters": [],
+ "sync_on_migrate": 1
+}

erpnext/accounts/deferred_revenue.py

@@ -7,7 +7,6 @@ from frappe.utils import (
 	cint,
 	date_diff,
 	flt,
-	formatdate,
 	get_first_day,
 	get_last_day,
 	get_link_to_form,
@@ -524,8 +523,7 @@ 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}")
@@ -607,8 +605,7 @@ 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

@@ -203,7 +203,7 @@
  "idx": 1,
  "is_tree": 1,
  "links": [],
- "modified": "2026-04-14 18:14:42.202065",
+ "modified": "2025-08-02 06:26:44.657146",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Account",
@@ -256,14 +256,6 @@
    "role": "Accounts Manager",
    "share": 1,
    "write": 1
-  },
-  {
-   "role": "HR User",
-   "select": 1
-  },
-  {
-   "role": "HR Manager",
-   "select": 1
   }
  ],
  "row_format": "Dynamic",

erpnext/accounts/doctype/account/account.py

@@ -518,7 +518,6 @@ def get_account_autoname(account_number, account_name, company):
 def update_account_number(name, account_name, account_number=None, from_descendant=False):
 	_ensure_idle_system()
 	account = frappe.get_cached_doc("Account", name)
-	account.check_permission("write")
 	if not account:
 		return
 
@@ -580,12 +579,10 @@ def update_account_number(name, account_name, account_number=None, from_descenda
 @frappe.whitelist()
 def merge_account(old, new):
 	_ensure_idle_system()
+	# Validate properties before merging
 	new_account = frappe.get_cached_doc("Account", new)
 	old_account = frappe.get_cached_doc("Account", old)
 
-	new_account.check_permission("write")
-	old_account.check_permission("write")
-
 	if not new_account:
 		throw(_("Account {0} does not exist").format(new))
 

erpnext/accounts/doctype/account/account_tree.js

@@ -52,55 +52,60 @@ 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,
+						include_default_fb_balances: true,
+					},
+				});
+
+				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: [

erpnext/accounts/doctype/account/chart_of_accounts/verified/de_kontenplan_SKR03.json

@@ -34,13 +34,6 @@
 					"account_number": "0430",
 					"account_type": "Fixed Asset"
 				},
-				"Anlagen im Bau": {
-					"is_group": 1,
-					"Andere Anlagen, Betriebs- und Geschäftsausstattung im Bau": {
-						"account_number": "0498",
-						"account_type": "Capital Work in Progress"
-					}
-				},
 				"Accumulated Depreciation": {
 					"account_type": "Accumulated Depreciation"
 				}
@@ -324,21 +317,13 @@
 				"account_number": "3800",
 				"account_type": "Expenses Included In Asset Valuation"
 			},
-			"Bestandsveränderungen Roh-, Hilfs- und Betriebsstoffe sowie bezogene Waren": {
-				"account_number": "3960",
-				"account_type": "Stock Adjustment"
-			},
 			"Herstellungskosten": {
 				"account_number": "4996",
 				"account_type": "Cost of Goods Sold"
 			},
-			"Anlagenabgänge Sachanlagen (Restbuchwert bei Buchverlust)": {
-				"account_number": "2310",
-				"account_type": "Expense Account"
-			},
 			"Verluste aus dem Abgang von Gegenständen des Anlagevermögens": {
 				"account_number": "2320",
-				"account_type": "Expense Account"
+				"account_type": "Stock Adjustment"
 			},
 			"Verwaltungskosten": {
 				"account_number": "4997",
@@ -355,7 +340,7 @@
 				"is_group": 1,
 				"Abschreibungen auf Sachanlagen (ohne AfA auf Kfz und Gebäude)": {
 					"account_number": "4830",
-					"account_type": "Depreciation"
+					"account_type": "Accumulated Depreciation"
 				},
 				"Abschreibungen auf Gebäude": {
 					"account_number": "4831",

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/nz_standard_chart_of_accounts.json

@@ -1,449 +0,0 @@
-{
-	"country_code": "nz",
-	"name": "New Zealand - Chart of Accounts with Account Numbers",
-	"disabled": "No",
-	"tree": {
-		"Application of Funds (Assets)": {
-			"Current Assets": {
-				"Bank Accounts": {
-					"Business Transaction Account": {
-						"account_number": "11011",
-						"account_type": "Bank"
-					},
-					"Business Savings Account": {
-						"account_number": "11012",
-						"account_type": "Bank"
-					},
-					"account_number": "11010",
-					"is_group": 1
-				},
-				"Cash on Hand": {
-					"account_number": "11020",
-					"account_type": "Cash"
-				},
-				"Accounts Receivable": {
-					"Debtors": {
-						"account_number": "11210",
-						"account_type": "Receivable"
-					},
-					"Provision for Doubtful Debts": {
-						"account_number": "11220"
-					},
-					"account_number": "11200",
-					"is_group": 1
-				},
-				"Inventory": {
-					"Stock on Hand": {
-						"account_number": "11311",
-						"account_type": "Stock"
-					},
-					"Work In Progress": {
-						"account_number": "11312",
-						"account_type": "Stock"
-					},
-					"account_number": "11310",
-					"account_type": "Stock",
-					"is_group": 1
-				},
-				"Prepayments": {
-					"Prepayments": {
-						"account_number": "11411"
-					},
-					"Supplier Advances": {
-						"account_number": "11412"
-					},
-					"Deferred Expense": {
-						"account_number": "11413"
-					},
-					"account_number": "11410",
-					"is_group": 1
-				},
-				"GST Receivable": {
-					"account_number": "11510",
-					"account_type": "Tax"
-				},
-				"Income Tax Receivable": {
-					"account_number": "11520",
-					"account_type": "Tax"
-				},
-				"account_number": "11000",
-				"is_group": 1
-			},
-			"Fixed Assets": {
-				"Plant & Equipment": {
-					"Plant & Equipment": {
-						"account_number": "16011",
-						"account_type": "Fixed Asset"
-					},
-					"Accumulated Depreciation - Plant & Equipment": {
-						"account_number": "16012",
-						"account_type": "Accumulated Depreciation"
-					},
-					"account_number": "16010",
-					"is_group": 1
-				},
-				"Motor Vehicles": {
-					"Motor Vehicles": {
-						"account_number": "16021",
-						"account_type": "Fixed Asset"
-					},
-					"Accumulated Depreciation - Motor Vehicles": {
-						"account_number": "16022",
-						"account_type": "Accumulated Depreciation"
-					},
-					"account_number": "16020",
-					"is_group": 1
-				},
-				"Office Equipment": {
-					"Office Equipment": {
-						"account_number": "16031",
-						"account_type": "Fixed Asset"
-					},
-					"Accumulated Depreciation - Office Equipment": {
-						"account_number": "16032",
-						"account_type": "Accumulated Depreciation"
-					},
-					"account_number": "16030",
-					"is_group": 1
-				},
-				"Buildings": {
-					"Buildings": {
-						"account_number": "16041",
-						"account_type": "Fixed Asset"
-					},
-					"Accumulated Depreciation - Buildings": {
-						"account_number": "16042",
-						"account_type": "Accumulated Depreciation"
-					},
-					"account_number": "16040",
-					"is_group": 1
-				},
-				"Computer Equipment": {
-					"Computer Equipment": {
-						"account_number": "16051",
-						"account_type": "Fixed Asset"
-					},
-					"Accumulated Depreciation - Computer Equipment": {
-						"account_number": "16052",
-						"account_type": "Accumulated Depreciation"
-					},
-					"account_number": "16050",
-					"is_group": 1
-				},
-				"Capital Work in Progress": {
-					"account_number": "16090",
-					"account_type": "Capital Work in Progress"
-				},
-				"account_number": "16000",
-				"is_group": 1
-			},
-			"account_number": "10000",
-			"root_type": "Asset"
-		},
-		"Source of Funds (Liabilities)": {
-			"Current Liabilities": {
-				"Accounts Payable": {
-					"Creditors": {
-						"account_number": "21010",
-						"account_type": "Payable"
-					},
-					"account_number": "21000",
-					"is_group": 1
-				},
-				"Goods Received Not Invoiced": {
-					"account_number": "21100",
-					"account_type": "Stock Received But Not Billed"
-				},
-				"Asset Received Not Invoiced": {
-					"account_number": "21110",
-					"account_type": "Asset Received But Not Billed"
-				},
-				"Service Received Not Invoiced": {
-					"account_number": "21120",
-					"account_type": "Service Received But Not Billed"
-				},
-				"Accrued Expenses": {
-					"account_number": "21200"
-				},
-				"Wages Payable": {
-					"account_number": "21300"
-				},
-				"PAYE Payable": {
-					"account_number": "22010"
-				},
-				"KiwiSaver Payable": {
-					"account_number": "22020"
-				},
-				"ACC Payable": {
-					"account_number": "22030"
-				},
-				"Credit Cards": {
-					"Business Credit Card": {
-						"account_number": "22110"
-					},
-					"account_number": "22100",
-					"is_group": 1
-				},
-				"Customer Advances": {
-					"account_number": "22200"
-				},
-				"Deferred Revenue": {
-					"account_number": "22210"
-				},
-				"Provisional Account": {
-					"account_number": "22220"
-				},
-				"Tax Liabilities": {
-					"GST Payable": {
-						"account_number": "22310",
-						"account_type": "Tax"
-					},
-					"GST Suspense": {
-						"account_number": "22320",
-						"account_type": "Tax"
-					},
-					"FBT Payable": {
-						"account_number": "22330",
-						"account_type": "Tax"
-					},
-					"Income Tax Payable": {
-						"account_number": "22340",
-						"account_type": "Tax"
-					},
-					"account_number": "22300",
-					"is_group": 1
-				},
-				"account_number": "21500",
-				"is_group": 1
-			},
-			"Non-Current Liabilities": {
-				"Bank Loans": {
-					"Bank Loan": {
-						"account_number": "25011"
-					},
-					"account_number": "25010",
-					"is_group": 1
-				},
-				"Lease Liabilities": {
-					"Lease Liability": {
-						"account_number": "25021"
-					},
-					"account_number": "25020",
-					"is_group": 1
-				},
-				"Shareholder Loans": {
-					"Shareholder Loan": {
-						"account_number": "25031"
-					},
-					"account_number": "25030",
-					"is_group": 1
-				},
-				"account_number": "25000",
-				"is_group": 1
-			},
-			"account_number": "20000",
-			"root_type": "Liability"
-		},
-		"Equity": {
-			"Share Capital": {
-				"account_number": "31010",
-				"account_type": "Equity"
-			},
-			"Drawings": {
-				"account_number": "31020",
-				"account_type": "Equity"
-			},
-			"Current Year Earnings": {
-				"account_number": "35010",
-				"account_type": "Equity"
-			},
-			"Retained Earnings": {
-				"account_number": "35020",
-				"account_type": "Equity"
-			},
-			"account_number": "30000",
-			"root_type": "Equity"
-		},
-		"Income": {
-			"Sales": {
-				"account_number": "41010",
-				"account_type": "Income Account"
-			},
-			"Other Income": {
-				"Interest Income": {
-					"account_number": "47010",
-					"account_type": "Income Account"
-				},
-				"Rounding Gain/Loss": {
-					"account_number": "47020",
-					"account_type": "Income Account"
-				},
-				"Foreign Exchange Gain": {
-					"account_number": "47030",
-					"account_type": "Income Account"
-				},
-				"account_number": "47000",
-				"is_group": 1
-			},
-			"account_number": "40000",
-			"root_type": "Income"
-		},
-		"Expenses": {
-			"Cost of Goods Sold": {
-				"Purchases": {
-					"account_number": "51010",
-					"account_type": "Cost of Goods Sold"
-				},
-				"Freight Inwards": {
-					"account_number": "51020",
-					"account_type": "Expenses Included In Valuation"
-				},
-				"Duty and Landing Costs": {
-					"account_number": "51030",
-					"account_type": "Expenses Included In Valuation"
-				},
-				"Stock Adjustment": {
-					"account_number": "51040",
-					"account_type": "Stock Adjustment"
-				},
-				"Stock Write Off": {
-					"account_number": "51050",
-					"account_type": "Stock Adjustment"
-				},
-				"account_number": "51000",
-				"account_type": "Cost of Goods Sold",
-				"is_group": 1
-			},
-			"Operating Expenses": {
-				"Wages & Salaries": {
-					"account_number": "61010",
-					"account_type": "Expense Account"
-				},
-				"KiwiSaver Employer Contribution": {
-					"account_number": "61020",
-					"account_type": "Expense Account"
-				},
-				"ACC Levies": {
-					"account_number": "61030",
-					"account_type": "Expense Account"
-				},
-				"Rent": {
-					"account_number": "65010",
-					"account_type": "Expense Account"
-				},
-				"Power": {
-					"account_number": "65020",
-					"account_type": "Expense Account"
-				},
-				"Telephone": {
-					"account_number": "66010",
-					"account_type": "Expense Account"
-				},
-				"Insurance": {
-					"account_number": "64010",
-					"account_type": "Expense Account"
-				},
-				"Accounting Fees": {
-					"account_number": "64020",
-					"account_type": "Expense Account"
-				},
-				"Legal Fees": {
-					"account_number": "64030",
-					"account_type": "Expense Account"
-				},
-				"Advertising and Marketing": {
-					"account_number": "65030",
-					"account_type": "Expense Account"
-				},
-				"Repairs and Maintenance": {
-					"account_number": "65040",
-					"account_type": "Expense Account"
-				},
-				"Freight and Courier": {
-					"account_number": "65050",
-					"account_type": "Expense Account"
-				},
-				"Operating Costs": {
-					"account_number": "65060",
-					"account_type": "Expense Account"
-				},
-				"account_number": "60000",
-				"is_group": 1
-			},
-			"Depreciation and Amortisation": {
-				"Depreciation - Plant & Equipment": {
-					"account_number": "62010",
-					"account_type": "Depreciation"
-				},
-				"Depreciation - Motor Vehicles": {
-					"account_number": "62020",
-					"account_type": "Depreciation"
-				},
-				"Depreciation - Office Equipment": {
-					"account_number": "62030",
-					"account_type": "Depreciation"
-				},
-				"Depreciation - Computer Equipment": {
-					"account_number": "62040",
-					"account_type": "Depreciation"
-				},
-				"account_number": "62000",
-				"is_group": 1
-			},
-			"Finance Costs": {
-				"Bank Charges": {
-					"account_number": "67010",
-					"account_type": "Expense Account"
-				},
-				"Interest Expense": {
-					"account_number": "67020",
-					"account_type": "Expense Account"
-				},
-				"Rounding Off": {
-					"account_number": "67030",
-					"account_type": "Round Off"
-				},
-				"Payment Discounts": {
-					"account_number": "67040",
-					"account_type": "Expense Account"
-				},
-				"account_number": "67000",
-				"is_group": 1
-			},
-			"Income Tax Expense": {
-				"account_number": "81010",
-				"account_type": "Expense Account"
-			},
-			"Foreign Exchange": {
-				"Exchange Gain/Loss": {
-					"account_number": "82010",
-					"account_type": "Expense Account"
-				},
-				"Unrealized Exchange Gain/Loss": {
-					"account_number": "82020",
-					"account_type": "Expense Account"
-				},
-				"account_number": "82000",
-				"is_group": 1
-			},
-			"Bad Debts": {
-				"account_number": "83010",
-				"account_type": "Expense Account"
-			},
-			"Write Off": {
-				"account_number": "83020",
-				"account_type": "Expense Account"
-			},
-			"Gain/Loss on Asset Disposal": {
-				"account_number": "83030",
-				"account_type": "Expense Account"
-			},
-			"Expenses Included In Asset Valuation": {
-				"account_number": "84010",
-				"account_type": "Expenses Included In Asset Valuation"
-			},
-			"account_number": "50000",
-			"root_type": "Expense"
-		}
-	}
-}

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

@@ -1,851 +0,0 @@
-{
-	"name": "Philippines",
-	"country": "Philippines",
-	"tree": {
-		"Asset": {
-			"account_number": "1000",
-			"is_group": 1,
-			"root_type": "Asset",
-			"Current Assets": {
-				"account_number": "1001",
-				"is_group": 1,
-				"root_type": "Asset",
-				"Cash": {
-					"account_number": "1100",
-					"is_group": 1,
-					"root_type": "Asset",
-					"account_type": "Cash",
-					"Cash on Hand": {
-						"account_number": "1101",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Cash"
-					},
-					"Petty Cash Fund": {
-						"account_number": "1200",
-						"is_group": 1,
-						"root_type": "Asset",
-						"account_type": "Cash",
-						"Petty Cash Fund": {
-							"account_number": "1201",
-							"is_group": 0,
-							"root_type": "Asset",
-							"account_type": "Cash"
-						}
-					}
-				},
-				"Bank Accounts": {
-					"account_number": "1102",
-					"is_group": 1,
-					"root_type": "Asset",
-					"account_type": "Bank"
-				},
-				"Advances to Officers & Employees": {
-					"account_number": "1290",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Advances to Officers & Employees": {
-						"account_number": "1291",
-						"is_group": 0,
-						"root_type": "Asset"
-					}
-				},
-				"Accounts Receivable Trade": {
-					"account_number": "1300",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Accounts Receivable - Trade": {
-						"account_number": "1301",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Receivable"
-					}
-				},
-				"Accounts Receivable - Affiliates": {
-					"account_number": "1310",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Due from Company": {
-						"account_number": "1311",
-						"is_group": 0,
-						"root_type": "Asset"
-					}
-				},
-				"Accounts Receivable - Others": {
-					"account_number": "1400",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Accounts Receivable - Others": {
-						"account_number": "1401",
-						"is_group": 0,
-						"root_type": "Asset"
-					}
-				},
-				"Parts, Materials and Supplies": {
-					"account_number": "1500",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Parts, Materials and Supplies": {
-						"account_number": "1501",
-						"is_group": 0,
-						"root_type": "Asset"
-					},
-					"Raw Materials - Demo": {
-						"account_number": "1502",
-						"is_group": 0,
-						"root_type": "Asset"
-					}
-				},
-				"Project in Progress": {
-					"account_number": "1510",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Project in Progress": {
-						"account_number": "1511",
-						"is_group": 0,
-						"root_type": "Asset"
-					},
-					"Factory Overhead Variance": {
-						"account_number": "1512",
-						"is_group": 0,
-						"root_type": "Asset"
-					}
-				},
-				"Finished Goods": {
-					"account_number": "1520",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Finished Goods Inventory": {
-						"account_number": "1531",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Stock"
-					},
-					"Inventory in Transit": {
-						"account_number": "1532",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Stock Adjustment"
-					}
-				},
-				"Prepayments": {
-					"account_number": "1600",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Prepaid Insurance & Bonds": {
-						"account_number": "1601",
-						"is_group": 0,
-						"root_type": "Asset"
-					},
-					"Prepaid Rent": {
-						"account_number": "1602",
-						"is_group": 0,
-						"root_type": "Asset"
-					}
-				},
-				"VAT Input Tax": {
-					"account_number": "1610",
-					"is_group": 1,
-					"root_type": "Asset",
-					"VAT Input Tax - Goods": {
-						"account_number": "1611",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Tax"
-					}
-				}
-			},
-			"Non - Current Assets": {
-				"account_number": "1002",
-				"is_group": 1,
-				"root_type": "Asset",
-				"Property, Plants And Equipments": {
-					"account_number": "1700",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Land": {
-						"account_number": "1701",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Fixed Asset"
-					},
-					"Buildings & Improvements": {
-						"account_number": "1702",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Fixed Asset"
-					},
-					"Delivery & Trans Equipment": {
-						"account_number": "1703",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Fixed Asset"
-					},
-					"Furniture & Fixtures": {
-						"account_number": "1704",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Fixed Asset"
-					},
-					"Machinery & Equipment": {
-						"account_number": "1705",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Fixed Asset"
-					}
-				},
-				"Accum Depr. - Property, Plants and Equipment": {
-					"account_number": "1800",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Accumulated Dep Bdgs & Improv": {
-						"account_number": "1801",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Accumulated Depreciation"
-					},
-					"Accumulated Dep Delivery & Trans": {
-						"account_number": "1802",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Accumulated Depreciation"
-					},
-					"Accumulated Dep Furniture & Fixture": {
-						"account_number": "1803",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Accumulated Depreciation"
-					},
-					"Accumulated Depreciation - Machinery & Equipment": {
-						"account_number": "1804",
-						"is_group": 0,
-						"root_type": "Asset",
-						"account_type": "Accumulated Depreciation"
-					}
-				}
-			},
-			"Other Assets": {
-				"account_number": "1003",
-				"is_group": 1,
-				"root_type": "Asset",
-				"Advances To Supplier": {
-					"account_number": "1900",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Advances To Supplier": {
-						"account_number": "1901",
-						"is_group": 0,
-						"root_type": "Asset"
-					}
-				},
-				"Miscellaneous Deposits": {
-					"account_number": "1910",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Miscellaneous Deposits": {
-						"account_number": "1911",
-						"is_group": 0,
-						"root_type": "Asset"
-					}
-				},
-				"Retirement Fund": {
-					"account_number": "1920",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Retirement Fund": {
-						"account_number": "1921",
-						"is_group": 0,
-						"root_type": "Asset"
-					}
-				},
-				"Investment": {
-					"account_number": "1930",
-					"is_group": 1,
-					"root_type": "Asset",
-					"Investment": {
-						"account_number": "1931",
-						"is_group": 0,
-						"root_type": "Asset"
-					}
-				},
-				"System Development": {
-					"account_number": "1940",
-					"is_group": 1,
-					"root_type": "Asset",
-					"System Development": {
-						"account_number": "1941",
-						"is_group": 0,
-						"root_type": "Asset"
-					}
-				}
-			}
-		},
-		"Liability": {
-			"account_number": "2000",
-			"is_group": 1,
-			"root_type": "Liability",
-			"Current Liabilities": {
-				"account_number": "2001",
-				"is_group": 1,
-				"root_type": "Liability",
-				"Accounts Payable Trade": {
-					"account_number": "2100",
-					"is_group": 1,
-					"root_type": "Liability",
-					"Accounts Payable - Trade": {
-						"account_number": "2101",
-						"is_group": 0,
-						"root_type": "Liability",
-						"account_type": "Payable"
-					}
-				},
-				"Accounts Payable Others": {
-					"account_number": "2110",
-					"is_group": 1,
-					"root_type": "Liability",
-					"Accounts Payable - Payroll": {
-						"account_number": "2111",
-						"is_group": 0,
-						"root_type": "Liability"
-					}
-				},
-				"VAT Output Tax": {
-					"account_number": "2200",
-					"is_group": 1,
-					"root_type": "Liability",
-					"VAT Output Tax": {
-						"account_number": "2201",
-						"is_group": 0,
-						"root_type": "Liability",
-						"account_type": "Tax"
-					}
-				},
-				"Withholding Taxes Payable Wages": {
-					"account_number": "2210",
-					"is_group": 1,
-					"root_type": "Liability",
-					"Withholding Taxes Payable Wages": {
-						"account_number": "2211",
-						"is_group": 0,
-						"root_type": "Liability",
-						"account_type": "Tax"
-					}
-				},
-				"Withholding Taxes Payable Expanded": {
-					"account_number": "2220",
-					"is_group": 1,
-					"root_type": "Liability",
-					"Withholding Taxes Payable Expanded": {
-						"account_number": "2221",
-						"is_group": 0,
-						"root_type": "Liability",
-						"account_type": "Tax"
-					}
-				},
-				"Accruals And Other Current Payables": {
-					"account_number": "2300",
-					"is_group": 1,
-					"root_type": "Liability",
-					"Stock Received But Not Billed": {
-						"account_number": "2301",
-						"is_group": 0,
-						"root_type": "Liability",
-						"account_type": "Stock Received But Not Billed"
-					}
-				},
-				"Payable to Government and Other Institutions": {
-					"account_number": "2400",
-					"is_group": 1,
-					"root_type": "Liability",
-					"SSS Premium Payable": {
-						"account_number": "2401",
-						"is_group": 0,
-						"root_type": "Liability"
-					},
-					"SSS Salary Loan Payable": {
-						"account_number": "2402",
-						"is_group": 0,
-						"root_type": "Liability"
-					},
-					"PhilHealth Premium": {
-						"account_number": "2403",
-						"is_group": 0,
-						"root_type": "Liability"
-					},
-					"Pag-ibig Loan Payable": {
-						"account_number": "2404",
-						"is_group": 0,
-						"root_type": "Liability"
-					},
-					"Coop Loans": {
-						"account_number": "2405",
-						"is_group": 0,
-						"root_type": "Liability"
-					},
-					"Coop Contributions": {
-						"account_number": "2406",
-						"is_group": 0,
-						"root_type": "Liability"
-					},
-					"Canteen": {
-						"account_number": "2407",
-						"is_group": 0,
-						"root_type": "Liability"
-					},
-					"AUB Loan Payable": {
-						"account_number": "2408",
-						"is_group": 0,
-						"root_type": "Liability"
-					},
-					"HSBC Loan Payable": {
-						"account_number": "2409",
-						"is_group": 0,
-						"root_type": "Liability"
-					}
-				},
-				"Customer Deposits": {
-					"account_number": "2500",
-					"is_group": 0,
-					"root_type": "Liability",
-					"account_type": "Payable"
-				}
-			},
-			"Non Current Liabilities": {
-				"account_number": "2002",
-				"is_group": 1,
-				"root_type": "Liability",
-				"Due To Associated Company": {
-					"account_number": "2600",
-					"is_group": 1,
-					"root_type": "Liability",
-					"Due To Associated Company": {
-						"account_number": "2601",
-						"is_group": 0,
-						"root_type": "Liability"
-					}
-				},
-				"Deferred Income": {
-					"account_number": "2700",
-					"is_group": 1,
-					"root_type": "Liability",
-					"Deferred Income": {
-						"account_number": "2701",
-						"is_group": 0,
-						"root_type": "Liability"
-					}
-				},
-				"Notes Payable": {
-					"account_number": "2800",
-					"is_group": 1,
-					"root_type": "Liability",
-					"Notes Payable": {
-						"account_number": "2801",
-						"is_group": 0,
-						"root_type": "Liability"
-					}
-				},
-				"Dividends Payable": {
-					"account_number": "2900",
-					"is_group": 0,
-					"root_type": "Liability"
-				}
-			}
-		},
-		"Equity": {
-			"account_number": "3000",
-			"is_group": 1,
-			"root_type": "Equity",
-			"STOCKHOLDER'S EQUITY": {
-				"account_number": "3001",
-				"is_group": 1,
-				"root_type": "Equity",
-				"Capital Stocks": {
-					"account_number": "3100",
-					"is_group": 1,
-					"root_type": "Equity",
-					"Capital Stocks": {
-						"account_number": "3101",
-						"is_group": 0,
-						"root_type": "Equity"
-					}
-				},
-				"Subscription Receivable": {
-					"account_number": "3200",
-					"is_group": 1,
-					"root_type": "Equity",
-					"Subscription Receivable": {
-						"account_number": "3201",
-						"is_group": 0,
-						"root_type": "Equity"
-					}
-				},
-				"Retained Earnings": {
-					"account_number": "3300",
-					"is_group": 1,
-					"root_type": "Equity",
-					"Retained Earnings": {
-						"account_number": "3301",
-						"is_group": 0,
-						"root_type": "Equity"
-					}
-				},
-				"Current Year (Profit/Loss)": {
-					"account_number": "3400",
-					"is_group": 0,
-					"root_type": "Equity"
-				},
-				"Drawings": {
-					"account_number": "3500",
-					"is_group": 1,
-					"root_type": "Equity",
-					"Drawings": {
-						"account_number": "3501",
-						"is_group": 0,
-						"root_type": "Equity"
-					}
-				}
-			}
-		},
-		"Income": {
-			"account_number": "4000",
-			"is_group": 1,
-			"root_type": "Income",
-			"Gross Sales": {
-				"account_number": "4100",
-				"is_group": 1,
-				"root_type": "Income",
-				"Sales": {
-					"account_number": "4101",
-					"is_group": 0,
-					"root_type": "Income"
-				}
-			},
-			"Sales Adjustment": {
-				"account_number": "4200",
-				"is_group": 1,
-				"root_type": "Income",
-				"Sales Return And Allowance": {
-					"account_number": "4201",
-					"is_group": 0,
-					"root_type": "Income"
-				}
-			},
-			"Sales Discount": {
-				"account_number": "4300",
-				"is_group": 1,
-				"root_type": "Income",
-				"Sales Discount": {
-					"account_number": "4301",
-					"is_group": 0,
-					"root_type": "Income"
-				}
-			},
-			"Other Income": {
-				"account_number": "6000",
-				"is_group": 1,
-				"root_type": "Income",
-				"Interest Income Bank": {
-					"account_number": "6010",
-					"is_group": 1,
-					"root_type": "Income",
-					"Interest Income Bank": {
-						"account_number": "6011",
-						"is_group": 0,
-						"root_type": "Income"
-					}
-				},
-				"Dividend Income": {
-					"account_number": "6020",
-					"is_group": 1,
-					"root_type": "Income",
-					"Dividend Income": {
-						"account_number": "6021",
-						"is_group": 0,
-						"root_type": "Income"
-					}
-				}
-			}
-		},
-		"Expense": {
-			"account_number": "5000",
-			"is_group": 1,
-			"root_type": "Expense",
-			"Cost of Goods Sold": {
-				"account_number": "5001",
-				"is_group": 1,
-				"root_type": "Expense",
-				"Cost of Goods Sold": {
-					"account_number": "5010",
-					"is_group": 0,
-					"root_type": "Expense",
-					"account_type": "Cost of Goods Sold"
-				}
-			},
-			"Operating Expenses": {
-				"account_number": "5100",
-				"is_group": 1,
-				"root_type": "Expense",
-				"Salaries, Wages": {
-					"account_number": "5101",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"13th Month Pay & Bonus": {
-					"account_number": "5102",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Overtime & Night Diff": {
-					"account_number": "5103",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Incentive/Performance Bonus": {
-					"account_number": "5104",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Employees Benefits": {
-					"account_number": "5105",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Advertising & Promotions": {
-					"account_number": "5106",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Amortization of Leasehold Improvement": {
-					"account_number": "5107",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Amortization of Pre-Operating": {
-					"account_number": "5108",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Amortization of System Development": {
-					"account_number": "5109",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Audit & Legal Fee": {
-					"account_number": "5110",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Bad Debts Expenses": {
-					"account_number": "5111",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Client Service & Maintenance": {
-					"account_number": "5112",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Commission Expenses": {
-					"account_number": "5113",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Communications": {
-					"account_number": "5114",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Contractual Services": {
-					"account_number": "5115",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Depreciation Expenses": {
-					"account_number": "5116",
-					"is_group": 0,
-					"root_type": "Expense",
-					"account_type": "Depreciation"
-				},
-				"Donation & Contribution": {
-					"account_number": "5117",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Dues & Subscription": {
-					"account_number": "5118",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Employee Med/Dental/Hosp Expenses": {
-					"account_number": "5119",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Employee Uniforms": {
-					"account_number": "5120",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Equipage": {
-					"account_number": "5121",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Expenses for Reclassification": {
-					"account_number": "5122",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Gas & Oil": {
-					"account_number": "5123",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Insurance Expenses": {
-					"account_number": "5124",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Light & Water": {
-					"account_number": "5125",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Local/Overseas Travel": {
-					"account_number": "5126",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Meals & Transportation Expenses": {
-					"account_number": "5127",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Meeting & Conferences": {
-					"account_number": "5128",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Miscellaneous Expenses": {
-					"account_number": "5129",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Mockup Expenses": {
-					"account_number": "5130",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Obsolescence Expenses": {
-					"account_number": "5131",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Other Support Cost": {
-					"account_number": "5132",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Pag-ibig Contribution": {
-					"account_number": "5133",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Performance Bonds": {
-					"account_number": "5134",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Pre Employment Expenses": {
-					"account_number": "5135",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Professional Fees": {
-					"account_number": "5136",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Recruitment & Employment": {
-					"account_number": "5137",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Rent Expenses": {
-					"account_number": "5138",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Rent Expenses Others": {
-					"account_number": "5139",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Repairs & Maintenance": {
-					"account_number": "5140",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Representation Expenses": {
-					"account_number": "5141",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Research & Development": {
-					"account_number": "5142",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Security Expenses": {
-					"account_number": "5143",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Shared Services Fee": {
-					"account_number": "5144",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"SSS/Medicare/EC Contributions": {
-					"account_number": "5145",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Stationery & Supplies": {
-					"account_number": "5146",
-					"is_group": 0,
-					"root_type": "Expense"
-				},
-				"Taxes & Licenses": {
-					"account_number": "5147",
-					"is_group": 0,
-					"root_type": "Expense",
-					"account_type": "Tax"
-				},
-				"Training & Seminar": {
-					"account_number": "5148",
-					"is_group": 0,
-					"root_type": "Expense"
-				}
-			},
-			"Stock Adjustment": {
-				"account_number": "5200",
-				"is_group": 0,
-				"root_type": "Expense",
-				"account_type": "Stock Adjustment"
-			},
-			"Round Off": {
-				"account_number": "5300",
-				"is_group": 0,
-				"root_type": "Expense",
-				"account_type": "Round Off"
-			},
-			"Expenses Included In Valuation": {
-				"account_number": "5400",
-				"is_group": 0,
-				"root_type": "Expense",
-				"account_type": "Expenses Included In Valuation"
-			}
-		}
-	}
-}

erpnext/accounts/doctype/account/test_account.py

@@ -1,8 +1,8 @@
 # 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 (
@@ -11,10 +11,11 @@ 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")
@@ -321,6 +322,72 @@ 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:

erpnext/accounts/doctype/account/test_records.json

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

erpnext/accounts/doctype/account_category/account_category.json

@@ -7,8 +7,6 @@
  "engine": "InnoDB",
  "field_order": [
   "account_category_name",
-  "root_type",
-  "column_break_qluu",
   "description"
  ],
  "fields": [
@@ -16,7 +14,6 @@
    "fieldname": "account_category_name",
    "fieldtype": "Data",
    "in_list_view": 1,
-   "in_standard_filter": 1,
    "label": "Account Category Name",
    "reqd": 1,
    "unique": 1
@@ -25,29 +22,12 @@
    "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",
+ "links": [],
+ "modified": "2025-10-15 03:19:47.171349",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Account Category",
@@ -84,7 +64,7 @@
   }
  ],
  "row_format": "Dynamic",
- "search_fields": "account_category_name, root_type",
+ "search_fields": "account_category_name, description",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": []

erpnext/accounts/doctype/account_category/account_category.py

@@ -21,7 +21,6 @@ class AccountCategory(Document):
 
 		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):

erpnext/accounts/doctype/account_category/test_account_category.py

@@ -2,3 +2,19 @@
 # See license.txt
 
 # import frappe
+from frappe.tests import IntegrationTestCase
+
+# On IntegrationTestCase, the doctype test records and all
+# link-field test record dependencies are recursively loaded
+# Use these module variables to add/remove to/from that list
+EXTRA_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+IGNORE_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+
+
+class IntegrationTestAccountCategory(IntegrationTestCase):
+	"""
+	Integration tests for AccountCategory.
+	Use this class for testing interactions between multiple components.
+	"""
+
+	pass

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

@@ -43,7 +43,6 @@ class AccountingDimension(Document):
 	def validate(self):
 		self.validate_doctype()
 		validate_column_name(self.fieldname)
-		self.validate_fieldname_conflict()
 		self.validate_dimension_defaults()
 
 	def validate_doctype(self):
@@ -75,27 +74,6 @@ class AccountingDimension(Document):
 			message += _("Please create a new Accounting Dimension if required.")
 			frappe.throw(message)
 
-	def validate_fieldname_conflict(self):
-		conflicting_doctypes = []
-		for doctype in get_doctypes_with_dimensions():
-			meta = frappe.get_meta(doctype, cached=False)
-			if any(f.fieldname == self.fieldname for f in meta.get("fields")):
-				conflicting_doctypes.append(doctype)
-
-		if conflicting_doctypes:
-			frappe.msgprint(
-				_(
-					"Fieldname {0} already exists in the following doctypes: {1}. "
-					"A separate dimension field will not be added to these doctypes. "
-					"GL Entries will use the value of the existing field as the dimension value."
-				).format(
-					frappe.bold(self.fieldname),
-					", ".join(frappe.bold(d) for d in conflicting_doctypes),
-				),
-				title=_("Fieldname Conflict"),
-				indicator="orange",
-			)
-
 	def validate_dimension_defaults(self):
 		companies = []
 		for default in self.get("dimension_defaults"):
@@ -104,7 +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:
@@ -125,6 +103,10 @@ 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:
@@ -259,26 +241,34 @@ 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):

erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py

@@ -1,15 +1,19 @@
 # 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)
 
@@ -74,3 +78,68 @@ 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.py

@@ -3,7 +3,7 @@
 
 
 import frappe
-from frappe import _, scrub
+from frappe import _
 from frappe.model.document import Document
 
 
@@ -69,34 +69,37 @@ 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, 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,
 		)
-	return dimension_filter_map
+
+		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,
+			)
+		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

@@ -5,13 +5,19 @@ 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 = []
 
@@ -38,6 +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

@@ -20,6 +20,7 @@
   {
    "fieldname": "period_name",
    "fieldtype": "Data",
+   "in_list_view": 1,
    "label": "Period Name",
    "reqd": 1,
    "unique": 1
@@ -78,7 +79,7 @@
   }
  ],
  "links": [],
- "modified": "2026-03-09 17:15:33.577217",
+ "modified": "2025-12-01 16:53:44.631299",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Accounting Period",

erpnext/accounts/doctype/accounting_period/accounting_period.py

@@ -97,7 +97,7 @@ 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

erpnext/accounts/doctype/accounting_period/test_accounting_period.py

@@ -1,8 +1,8 @@
 # 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 (
@@ -10,10 +10,11 @@ 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"
@@ -88,6 +89,10 @@ class TestAccountingPeriod(ERPNextTestSuite):
 		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):
 	args = frappe._dict(args)

erpnext/accounts/doctype/accounts_settings/accounts_settings.js

@@ -2,18 +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],
-				},
-			};
-		});
-		if (!frm.naming_controller) frm.naming_controller = new erpnext.NamingSeriesController(frm);
-
-		frm.naming_controller.render_table("transaction_naming_html", get_transactions(frm));
-	},
+	refresh: function (frm) {},
 	enable_immutable_ledger: function (frm) {
 		if (!frm.doc.enable_immutable_ledger) {
 			return;
@@ -41,6 +30,16 @@ frappe.ui.form.on("Accounts Settings", {
 	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) {
@@ -52,16 +51,3 @@ function toggle_tax_settings(frm, field_name) {
 		frm.set_value(other_field, 0);
 	}
 }
-
-function get_transactions(frm) {
-	const transactions = [
-		{ label: __("Journal Entry"), doctype: "Journal Entry" },
-		{ label: __("Payment Entry"), doctype: "Payment Entry" },
-		{ label: __("Purchase Invoice"), doctype: "Purchase Invoice" },
-		{ label: __("Purchase Order"), doctype: "Purchase Order" },
-		{ label: __("Purchase Receipt"), doctype: "Purchase Receipt" },
-		{ label: __("Sales Invoice"), doctype: "Sales Invoice" },
-	];
-
-	return transactions;
-}

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_discounts_and_margin",
-  "enable_accounting_dimensions",
-  "column_break_vtnr",
   "journals_section",
   "merge_similar_account_heads",
   "deferred_accounting_settings_section",
@@ -43,6 +38,7 @@
   "print_settings",
   "show_inclusive_tax_in_print",
   "show_taxes_as_table_in_print",
+  "column_break_12",
   "show_payment_schedule_in_print",
   "item_price_settings_section",
   "maintain_same_internal_transaction_rate",
@@ -55,33 +51,25 @@
   "allow_pegged_currencies_exchange_rates",
   "column_break_yuug",
   "stale_days",
-  "payments_tab",
   "section_break_jpd0",
   "auto_reconcile_payments",
-  "exchange_gain_loss_posting_date",
   "auto_reconciliation_job_trigger",
   "reconciliation_queue_size",
   "column_break_resa",
-  "repost_section",
-  "column_break_mfor",
-  "repost_allowed_types",
-  "payment_options_section",
-  "fetch_payment_schedule_in_payment_request",
-  "enable_loyalty_point_program",
-  "column_break_ctam",
+  "exchange_gain_loss_posting_date",
   "invoicing_settings_tab",
   "accounts_transactions_settings_section",
-  "make_payment_via_journal_entry",
   "over_billing_allowance",
-  "credit_controller",
-  "role_allowed_to_over_bill",
   "column_break_11",
+  "role_allowed_to_over_bill",
+  "credit_controller",
+  "make_payment_via_journal_entry",
   "assets_tab",
   "asset_settings_section",
-  "book_asset_depreciation_entry_automatically",
   "calculate_depr_using_total_days",
-  "role_to_notify_on_depreciation_failure",
   "column_break_gjcc",
+  "book_asset_depreciation_entry_automatically",
+  "role_to_notify_on_depreciation_failure",
   "closing_settings_tab",
   "period_closing_settings_section",
   "ignore_account_closing_balance",
@@ -90,12 +78,13 @@
   "reports_tab",
   "remarks_section",
   "general_ledger_remarks_length",
-  "receivable_payable_remarks_length",
   "column_break_lvjk",
+  "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",
@@ -103,14 +92,11 @@
   "show_balance_in_coa",
   "banking_section",
   "enable_party_matching",
-  "automatically_run_rules_on_unreconciled_transactions",
   "enable_fuzzy_matching",
   "payment_request_section",
   "create_pr_in_draft_status",
   "budget_section",
-  "use_legacy_budget_controller",
-  "document_naming_tab",
-  "transaction_naming_html"
+  "use_legacy_budget_controller"
  ],
  "fields": [
   {
@@ -118,14 +104,14 @@
    "description": "Address used to determine Tax Category in transactions",
    "fieldname": "determine_address_tax_category_from",
    "fieldtype": "Select",
-   "label": "Determine Address Tax Category from",
+   "label": "Determine Address Tax Category From",
    "options": "Billing Address\nShipping Address"
   },
   {
    "fieldname": "credit_controller",
    "fieldtype": "Link",
    "in_list_view": 1,
-   "label": "Role allowed to bypass credit limit",
+   "label": "Role allowed to bypass Credit Limit",
    "options": "Role"
   },
   {
@@ -133,7 +119,7 @@
    "description": "Enabling this ensures each Purchase Invoice has a unique value in Supplier Invoice No. field within a particular fiscal year",
    "fieldname": "check_supplier_invoice_uniqueness",
    "fieldtype": "Check",
-   "label": "Check Supplier invoice number uniqueness"
+   "label": "Check Supplier Invoice Number Uniqueness"
   },
   {
    "default": "0",
@@ -144,29 +130,27 @@
   },
   {
    "default": "1",
-   "documentation_url": "https://docs.frappe.io/erpnext/accounts-settings#4-unlink-payment-on-cancellation-of-invoice",
    "fieldname": "unlink_payment_on_cancellation_of_invoice",
    "fieldtype": "Check",
-   "label": "Unlink Payment on cancellation of invoice"
+   "label": "Unlink Payment on Cancellation of Invoice"
   },
   {
    "default": "1",
-   "documentation_url": "https://docs.frappe.io/erpnext/accounts-settings#8-unlink-advance-payment-on-cancellation-of-order",
    "fieldname": "unlink_advance_payment_on_cancelation_of_order",
    "fieldtype": "Check",
-   "label": "Unlink Advance Payment on cancellation of order"
+   "label": "Unlink Advance Payment on Cancellation of Order"
   },
   {
    "default": "1",
    "fieldname": "book_asset_depreciation_entry_automatically",
    "fieldtype": "Check",
-   "label": "Book Asset Depreciation entry automatically"
+   "label": "Book Asset Depreciation Entry Automatically"
   },
   {
    "default": "1",
    "fieldname": "add_taxes_from_item_tax_template",
    "fieldtype": "Check",
-   "label": "Automatically add Taxes and Charges from Item Tax Template"
+   "label": "Automatically Add Taxes and Charges from Item Tax Template"
   },
   {
    "fieldname": "print_settings",
@@ -177,13 +161,17 @@
    "default": "0",
    "fieldname": "show_inclusive_tax_in_print",
    "fieldtype": "Check",
-   "label": "Show inclusive tax in print"
+   "label": "Show Inclusive Tax in Print"
+  },
+  {
+   "fieldname": "column_break_12",
+   "fieldtype": "Column Break"
   },
   {
    "default": "0",
    "fieldname": "show_payment_schedule_in_print",
    "fieldtype": "Check",
-   "label": "Show Payment Schedule in print"
+   "label": "Show Payment Schedule in Print"
   },
   {
    "fieldname": "currency_exchange_section",
@@ -209,7 +197,7 @@
    "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 ",
@@ -221,7 +209,7 @@
    "default": "1",
    "fieldname": "automatically_process_deferred_accounting_entry",
    "fieldtype": "Check",
-   "label": "Automatically process deferred Accounting entry"
+   "label": "Automatically Process Deferred Accounting Entry"
   },
   {
    "fieldname": "deferred_accounting_settings_section",
@@ -237,7 +225,7 @@
    "description": "If this is unchecked, direct GL entries will be created to book deferred revenue or expense",
    "fieldname": "book_deferred_entries_via_journal_entry",
    "fieldtype": "Check",
-   "label": "Book deferred entries via Journal Entry"
+   "label": "Book Deferred Entries Via Journal Entry"
   },
   {
    "default": "0",
@@ -245,37 +233,38 @@
    "description": "If this is unchecked Journal Entries will be saved in a Draft state and will have to be submitted manually",
    "fieldname": "submit_journal_entries",
    "fieldtype": "Check",
-   "label": "Submit Journal entries"
+   "label": "Submit Journal Entries"
   },
   {
    "default": "Days",
    "description": "If \"Months\" is selected, a fixed amount will be booked as deferred revenue or expense for each month irrespective of the number of days in a month. It will be prorated if deferred revenue or expense is not booked for an entire month",
    "fieldname": "book_deferred_entries_based_on",
    "fieldtype": "Select",
-   "label": "Book Deferred entries based on",
+   "label": "Book Deferred Entries Based On",
    "options": "Days\nMonths"
   },
   {
    "default": "0",
    "fieldname": "delete_linked_ledger_entries",
    "fieldtype": "Check",
-   "label": "Delete Accounting and Stock Ledger entries on deletion of transaction"
+   "label": "Delete Accounting and Stock Ledger Entries on deletion of Transaction"
   },
   {
-   "depends_on": "eval: doc.over_billing_allowance > 0",
    "description": "Users with this role are allowed to over bill above the allowance percentage",
    "fieldname": "role_allowed_to_over_bill",
    "fieldtype": "Link",
-   "label": "Role Allowed to over bill ",
+   "label": "Role Allowed to Over Bill ",
    "options": "Role"
   },
   {
    "fieldname": "period_closing_settings_section",
-   "fieldtype": "Section Break"
+   "fieldtype": "Section Break",
+   "label": "Period Closing Settings"
   },
   {
    "fieldname": "accounts_transactions_settings_section",
-   "fieldtype": "Section Break"
+   "fieldtype": "Section Break",
+   "label": "Credit Limit Settings"
   },
   {
    "fieldname": "column_break_11",
@@ -292,7 +281,7 @@
   },
   {
    "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.frappe.io/erpnext/user/manual/en/common_party_accounting\">Common Party</a>",
    "fieldname": "enable_common_party_accounting",
    "fieldtype": "Check",
    "label": "Enable Common Party Accounting"
@@ -360,14 +349,14 @@
    "default": "1",
    "fieldname": "show_balance_in_coa",
    "fieldtype": "Check",
-   "label": "Show balances in Chart of Accounts"
+   "label": "Show Balances in Chart Of Accounts"
   },
   {
    "default": "0",
    "description": "Split Early Payment Discount Loss into Income and Tax Loss",
    "fieldname": "book_tax_discount_loss",
    "fieldtype": "Check",
-   "label": "Book tax loss on early payment discount"
+   "label": "Book Tax Loss on Early Payment Discount"
   },
   {
    "fieldname": "journals_section",
@@ -379,7 +368,7 @@
    "description": "Rows with Same Account heads will be merged on Ledger",
    "fieldname": "merge_similar_account_heads",
    "fieldtype": "Check",
-   "label": "Merge similar Account Heads"
+   "label": "Merge Similar Account Heads"
   },
   {
    "fieldname": "section_break_jpd0",
@@ -390,13 +379,13 @@
    "default": "0",
    "fieldname": "auto_reconcile_payments",
    "fieldtype": "Check",
-   "label": "Auto reconcile Payments"
+   "label": "Auto Reconcile Payments"
   },
   {
    "default": "0",
    "fieldname": "show_taxes_as_table_in_print",
    "fieldtype": "Check",
-   "label": "Show taxes as table in print"
+   "label": "Show Taxes as Table in Print"
   },
   {
    "default": "0",
@@ -418,14 +407,14 @@
    "description": "Financial reports will be generated using GL Entry doctypes (should be enabled if Period Closing Voucher is not posted for all years sequentially or missing) ",
    "fieldname": "ignore_account_closing_balance",
    "fieldtype": "Check",
-   "label": "Ignore Account closing balance"
+   "label": "Ignore Account Closing Balance"
   },
   {
    "default": "0",
    "description": "Tax Amount will be rounded on a row(items) level",
    "fieldname": "round_row_wise_tax",
    "fieldtype": "Check",
-   "label": "Round tax amount row-wise"
+   "label": "Round Tax Amount Row-wise"
   },
   {
    "fieldname": "reports_tab",
@@ -437,14 +426,14 @@
    "description": "Truncates 'Remarks' column to set character length",
    "fieldname": "general_ledger_remarks_length",
    "fieldtype": "Int",
-   "label": "General Ledger remarks length"
+   "label": "General Ledger"
   },
   {
    "default": "0",
    "description": "Truncates 'Remarks' column to set character length",
    "fieldname": "receivable_payable_remarks_length",
    "fieldtype": "Int",
-   "label": "Accounts Receivable / Payable remarks length"
+   "label": "Accounts Receivable/Payable"
   },
   {
    "fieldname": "column_break_lvjk",
@@ -478,7 +467,7 @@
    "description": "Payment Requests made from Sales / Purchase Invoice will be put in Draft explicitly",
    "fieldname": "create_pr_in_draft_status",
    "fieldtype": "Check",
-   "label": "Create payment requests in Draft status"
+   "label": "Create in Draft Status"
   },
   {
    "fieldname": "column_break_yuug",
@@ -493,14 +482,14 @@
    "description": "Interval should be between 1 to 59 MInutes",
    "fieldname": "auto_reconciliation_job_trigger",
    "fieldtype": "Int",
-   "label": "Auto Reconciliation job trigger"
+   "label": "Auto Reconciliation Job Trigger"
   },
   {
    "default": "5",
    "description": "Documents Processed on each trigger. Queue Size should be between 5 and 100",
    "fieldname": "reconciliation_queue_size",
    "fieldtype": "Int",
-   "label": "Reconciliation queue size"
+   "label": "Reconciliation Queue Size"
   },
   {
    "default": "0",
@@ -514,15 +503,15 @@
    "description": "Only applies for Normal Payments",
    "fieldname": "exchange_gain_loss_posting_date",
    "fieldtype": "Select",
-   "label": "Posting Date inheritance for exchange gain / loss",
+   "label": "Posting Date Inheritance for Exchange Gain / Loss",
    "options": "Invoice\nPayment\nReconciliation Date"
   },
   {
    "default": "Buffered Cursor",
    "fieldname": "receivable_payable_fetch_method",
    "fieldtype": "Select",
-   "label": "Data fetch method",
-   "options": "Buffered Cursor\nUnBuffered Cursor"
+   "label": "Data Fetch Method",
+   "options": "Buffered Cursor\nUnBuffered Cursor\nRaw SQL"
   },
   {
    "fieldname": "accounts_receivable_payable_tuning_section",
@@ -538,14 +527,14 @@
    "default": "0",
    "fieldname": "maintain_same_internal_transaction_rate",
    "fieldtype": "Check",
-   "label": "Maintain same rate throughout internal Transaction"
+   "label": "Maintain Same Rate Throughout Internal Transaction"
   },
   {
    "default": "Stop",
    "depends_on": "maintain_same_internal_transaction_rate",
    "fieldname": "maintain_same_rate_action",
    "fieldtype": "Select",
-   "label": "Action if same rate is not maintained throughout internal transaction",
+   "label": "Action if Same Rate is Not Maintained Throughout  Internal Transaction",
    "mandatory_depends_on": "maintain_same_internal_transaction_rate",
    "options": "Stop\nWarn"
   },
@@ -553,7 +542,7 @@
    "depends_on": "eval: doc.maintain_same_internal_transaction_rate && doc.maintain_same_rate_action == 'Stop'",
    "fieldname": "role_to_override_stop_action",
    "fieldtype": "Link",
-   "label": "Role allowed to override stop action",
+   "label": "Role Allowed to Override Stop Action",
    "options": "Role"
   },
   {
@@ -585,30 +574,36 @@
    "description": "If no taxes are set, and Taxes and Charges Template is selected, the system will automatically apply the taxes from the chosen template.",
    "fieldname": "add_taxes_from_taxes_and_charges_template",
    "fieldtype": "Check",
-   "label": "Automatically add taxes from Taxes and Charges Template"
+   "label": "Automatically Add Taxes from Taxes and Charges Template"
   },
   {
    "fieldname": "column_break_ntmi",
    "fieldtype": "Column Break"
   },
   {
-   "default": "0",
-   "fieldname": "fetch_valuation_rate_for_internal_transaction",
-   "fieldtype": "Check",
-   "label": "Fetch valuation rate for internal Transaction"
+   "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",
-   "description": "Enable this if you are experiencing issues with the new budget controller. Uses the older budget validation logic",
    "fieldname": "use_legacy_budget_controller",
    "fieldtype": "Check",
-   "label": "Use legacy Budget Controller"
+   "label": "Use Legacy Budget Controller"
   },
   {
    "default": "1",
    "fieldname": "use_legacy_controller_for_pcv",
    "fieldtype": "Check",
-   "label": "Use legacy controller for Period Closing Voucher"
+   "label": "Use Legacy Controller For Period Closing Voucher"
   },
   {
    "description": "Users with this role will be notified if the asset depreciation gets failed",
@@ -626,7 +621,7 @@
   {
    "fieldname": "chart_of_accounts_section",
    "fieldtype": "Section Break",
-   "label": "Chart of Accounts"
+   "label": "Chart Of Accounts"
   },
   {
    "fieldname": "banking_section",
@@ -642,98 +637,16 @@
    "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",
-   "documentation_url": "https://docs.frappe.io/erpnext/loyalty-program",
-   "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"
-  },
-  {
-   "fieldname": "document_naming_tab",
-   "fieldtype": "Tab Break",
-   "label": "Document Naming"
-  },
-  {
-   "fieldname": "transaction_naming_html",
-   "fieldtype": "HTML"
-  },
-  {
-   "description": "Changing the account in any transaction of the DocTypes listed below will trigger a repost. To prevent reposting, remove the relevant DocType from the list.",
-   "fieldname": "column_break_mfor",
-   "fieldtype": "Column Break"
   }
  ],
  "grid_page_length": 50,
- "hide_toolbar": 0,
+ "hide_toolbar": 1,
  "icon": "icon-cog",
  "idx": 1,
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2026-06-03 13:11:54.721495",
+ "modified": "2026-01-11 18:30:45.968531",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Accounts Settings",

erpnext/accounts/doctype/accounts_settings/accounts_settings.py

@@ -10,33 +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",
-]
-
 
 class AccountsSettings(Document):
 	# begin: auto-generated types
@@ -47,8 +22,6 @@ class AccountsSettings(Document):
 	if TYPE_CHECKING:
 		from frappe.types import DF
 
-		from erpnext.accounts.doctype.repost_allowed_types.repost_allowed_types import RepostAllowedTypes
-
 		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
@@ -70,16 +43,11 @@ class AccountsSettings(Document):
 		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
 		general_ledger_remarks_length: DF.Int
 		ignore_account_closing_balance: DF.Check
@@ -89,10 +57,9 @@ 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"]
+		receivable_payable_fetch_method: DF.Literal["Buffered Cursor", "UnBuffered Cursor", "Raw SQL"]
 		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
@@ -131,27 +98,10 @@ 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 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:
@@ -198,61 +148,9 @@ class AccountsSettings(Document):
 				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
+	@frappe.whitelist()
+	def drop_ar_sql_procedures(self):
+		from erpnext.accounts.report.accounts_receivable.accounts_receivable import InitSQLProceduresForAR
 
-		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)
-
-
-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)
+		frappe.db.sql(f"drop procedure if exists {InitSQLProceduresForAR.init_procedure_name}")
+		frappe.db.sql(f"drop procedure if exists {InitSQLProceduresForAR.allocate_procedure_name}")

erpnext/accounts/doctype/accounts_settings/test_accounts_settings.py

@@ -1,11 +1,15 @@
-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.json

@@ -50,7 +50,6 @@
    "fieldname": "amount",
    "fieldtype": "Currency",
    "label": "Amount",
-   "options": "currency",
    "read_only": 1
   },
   {

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/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

@@ -1,9 +1,8 @@
 # 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.py

@@ -116,7 +116,6 @@ def get_default_company_bank_account(company, party_type, party):
 
 @frappe.whitelist()
 def get_bank_account_details(bank_account):
-	frappe.has_permission("Bank Account", doc=bank_account, ptype="read", throw=True)
 	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

@@ -1,9 +1,8 @@
 # Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
-import unittest
 
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestBankAccount(ERPNextTestSuite):
+class TestBankAccount(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/bank_account_subtype/test_bank_account_subtype.py

@@ -1,9 +1,8 @@
 # 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

@@ -1,10 +1,9 @@
 # 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

@@ -5,9 +5,7 @@
 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 pypika import Order
 
@@ -184,162 +182,65 @@ 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 = ""
+	pe_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')"
+		pe_condition = "and (pe.clearance_date IS NULL or pe.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, pe.name as payment_entry,
+				pe.reference_no as cheque_number, pe.reference_date as cheque_date,
+				if(pe.paid_from=%(account)s, pe.paid_amount + if(pe.payment_type = 'Pay' and c.default_currency = pe.paid_from_account_currency, pe.base_total_taxes_and_charges, pe.total_taxes_and_charges) , 0) as credit,
+				if(pe.paid_from=%(account)s, 0, pe.received_amount + pe.total_taxes_and_charges) as debit,
+				pe.posting_date, ifnull(pe.party,if(pe.paid_from=%(account)s,pe.paid_to,pe.paid_from)) as against_account, pe.clearance_date,
+				if(pe.paid_to=%(account)s, pe.paid_to_account_currency, pe.paid_from_account_currency) as account_currency
+			from `tabPayment Entry` as pe
+			join `tabCompany` c on c.name = pe.company
+			where
+				(pe.paid_from=%(account)s or pe.paid_to=%(account)s) and pe.docstatus=1
+				and pe.posting_date >= %(from)s and pe.posting_date <= %(to)s
+				{pe_condition}
+			order by
+				pe.posting_date ASC, pe.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 +263,38 @@ 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

@@ -1,8 +1,8 @@
 # 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
@@ -14,12 +14,13 @@ 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_guarantee/test_bank_guarantee.py

@@ -1,9 +1,8 @@
 # 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/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.json

@@ -1,6 +1,7 @@
 {
  "actions": [],
  "autoname": "format:Bank Statement Import on {creation}",
+ "beta": 1,
  "creation": "2019-08-04 14:16:08.318714",
  "doctype": "DocType",
  "editable_grid": 1,
@@ -225,7 +226,7 @@
  ],
  "hide_toolbar": 1,
  "links": [],
- "modified": "2026-05-30 20:51:10.353723",
+ "modified": "2025-06-11 02:23:22.159961",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Bank Statement Import",
@@ -250,4 +251,4 @@
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/bank_statement_import/bank_statement_import.py

@@ -14,7 +14,6 @@ import openpyxl
 from frappe import _
 from frappe.core.doctype.data_import.data_import import DataImport
 from frappe.core.doctype.data_import.importer import Importer, ImportFile
-from frappe.query_builder.functions import Count
 from frappe.utils.background_jobs import enqueue
 from frappe.utils.file_manager import get_file, save_file
 from frappe.utils.xlsxutils import ILLEGAL_CHARACTERS_RE, handle_html

erpnext/accounts/doctype/bank_statement_import/test_bank_statement_import.py

@@ -1,14 +1,15 @@
 # Copyright (c) 2020, Frappe Technologies and Contributors
 # See license.txt
 
+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
 
 
-class TestBankStatementImport(ERPNextTestSuite):
+class TestBankStatementImport(unittest.TestCase):
 	"""Unit tests for Bank Statement Import functions"""
 
 	def test_preprocess_mt940_content_with_long_statement_number(self):

erpnext/accounts/doctype/bank_transaction/bank_transaction.py

@@ -139,8 +139,6 @@ 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)
 
@@ -375,12 +373,11 @@ 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
 				)
 			)
 

erpnext/accounts/doctype/bank_transaction/test_auto_match_party.py

@@ -2,20 +2,27 @@
 # License: GNU General Public License v3. See license.txt
 
 import frappe
+from frappe.tests import IntegrationTestCase
 from frappe.utils import nowdate
 
 from erpnext.accounts.doctype.bank_transaction.test_bank_transaction import create_bank_account
-from erpnext.tests.utils import ERPNextTestSuite
 
 IBAN_1 = "DE02000000003716541159"
 IBAN_2 = "DE02500105170137075030"
 
 
-class TestAutoMatchParty(ERPNextTestSuite):
-	def setUp(self):
+class TestAutoMatchParty(IntegrationTestCase):
+	@classmethod
+	def setUpClass(cls):
 		create_bank_account()
 		frappe.db.set_single_value("Accounts Settings", "enable_party_matching", 1)
 		frappe.db.set_single_value("Accounts Settings", "enable_fuzzy_matching", 1)
+		return super().setUpClass()
+
+	@classmethod
+	def tearDownClass(cls):
+		frappe.db.set_single_value("Accounts Settings", "enable_party_matching", 0)
+		frappe.db.set_single_value("Accounts Settings", "enable_fuzzy_matching", 0)
 
 	def test_match_by_account_number(self):
 		create_supplier_for_match(account_no=IBAN_1[11:])

erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py

@@ -6,6 +6,7 @@ import json
 import frappe
 from frappe import utils
 from frappe.model.docstatus import DocStatus
+from frappe.tests import IntegrationTestCase
 
 from erpnext.accounts.doctype.bank_reconciliation_tool.bank_reconciliation_tool import (
 	get_linked_payments,
@@ -18,10 +19,12 @@ from erpnext.accounts.doctype.payment_entry.test_payment_entry import get_paymen
 from erpnext.accounts.doctype.pos_profile.test_pos_profile import make_pos_profile
 from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
 from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
-from erpnext.tests.utils import ERPNextTestSuite, if_lending_app_installed
+from erpnext.tests.utils import if_lending_app_installed
+
+EXTRA_TEST_RECORD_DEPENDENCIES = ["Item", "Cost Center"]
 
 
-class TestBankTransaction(ERPNextTestSuite):
+class TestBankTransaction(IntegrationTestCase):
 	def setUp(self):
 		make_pos_profile()
 
@@ -382,7 +385,7 @@ def add_vouchers(gl_account="_Test Bank - _TC"):
 		frappe.get_doc(
 			{
 				"doctype": "Customer",
-				"customer_group": "Individual",
+				"customer_group": "All Customer Groups",
 				"customer_type": "Company",
 				"customer_name": "Poore Simon's",
 			}
@@ -413,7 +416,7 @@ def add_vouchers(gl_account="_Test Bank - _TC"):
 		frappe.get_doc(
 			{
 				"doctype": "Customer",
-				"customer_group": "Individual",
+				"customer_group": "All Customer Groups",
 				"customer_type": "Company",
 				"customer_name": "Fayva",
 			}

erpnext/accounts/doctype/bank_transaction/test_bank_transaction_fees.py

@@ -2,11 +2,10 @@
 # See license.txt
 
 import frappe
-
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import UnitTestCase
 
 
-class TestBankTransactionFees(ERPNextTestSuite):
+class TestBankTransactionFees(UnitTestCase):
 	def test_included_fee_throws(self):
 		"""A fee that's part of a withdrawal cannot be bigger than the
 		withdrawal itself."""

erpnext/accounts/doctype/bisect_accounting_statements/bisect_accounting_statements.py

@@ -121,7 +121,7 @@ class BisectAccountingStatements(Document):
 
 				cur_node.save()
 
-	@frappe.whitelist(methods=["POST"])
+	@frappe.whitelist()
 	def build_tree(self):
 		frappe.db.delete("Bisect Nodes")
 

erpnext/accounts/doctype/bisect_accounting_statements/test_bisect_accounting_statements.py

@@ -2,10 +2,8 @@
 # See license.txt
 
 # import frappe
+from frappe.tests import IntegrationTestCase
 
 
-from erpnext.tests.utils import ERPNextTestSuite
-
-
-class TestBisectAccountingStatements(ERPNextTestSuite):
+class TestBisectAccountingStatements(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/bisect_nodes/test_bisect_nodes.py

@@ -2,10 +2,8 @@
 # See license.txt
 
 # import frappe
+from frappe.tests import IntegrationTestCase
 
 
-from erpnext.tests.utils import ERPNextTestSuite
-
-
-class TestBisectNodes(ERPNextTestSuite):
+class TestBisectNodes(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/budget/budget.py

@@ -2,14 +2,12 @@
 # For license information, please see license.txt
 
 
-from datetime import date
-
 import frappe
 from frappe import _
 from frappe.model.document import Document
 from frappe.query_builder.functions import Sum
-from frappe.utils import add_months, flt, fmt_money, get_last_day, getdate, month_diff
-from frappe.utils.data import get_first_day, nowdate
+from frappe.utils import add_months, flt, fmt_money, get_last_day, getdate
+from frappe.utils.data import get_first_day
 
 from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
 	get_accounting_dimensions,
@@ -707,20 +705,18 @@ def get_ordered_amount(params):
 
 
 def get_other_condition(params, for_doc):
-	condition = f"expense_account = {frappe.db.escape(params.expense_account)}"
+	condition = f"expense_account = '{params.expense_account}'"
 	budget_against_field = params.get("budget_against_field")
 
 	if budget_against_field and params.get(budget_against_field):
-		condition += (
-			f" and child.{budget_against_field} = {frappe.db.escape(params.get(budget_against_field))}"
-		)
+		condition += f" and child.{budget_against_field} = '{params.get(budget_against_field)}'"
 
 	date_field = "schedule_date" if for_doc == "Material Request" else "transaction_date"
 
 	start_date = frappe.get_cached_value("Fiscal Year", params.from_fiscal_year, "year_start_date")
 	end_date = frappe.get_cached_value("Fiscal Year", params.to_fiscal_year, "year_end_date")
 
-	condition += f" and parent.{date_field} between {frappe.db.escape(str(start_date))} and {frappe.db.escape(str(end_date))}"
+	condition += f" and parent.{date_field} between '{start_date}' and '{end_date}'"
 
 	return condition
 

erpnext/accounts/doctype/budget/test_budget.py

@@ -1,10 +1,8 @@
 # Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
-import unittest
 
 import frappe
-from frappe.client import submit
-from frappe.utils import add_days, flt, get_first_day, get_last_day, getdate, now_datetime, nowdate
+from frappe.utils import flt, now_datetime, nowdate
 
 from erpnext.accounts.doctype.budget.budget import (
 	BudgetError,
@@ -19,6 +17,12 @@ from erpnext.tests.utils import ERPNextTestSuite
 
 
 class TestBudget(ERPNextTestSuite):
+	@classmethod
+	def setUpClass(cls):
+		super().setUpClass()
+		cls.make_monthly_distribution()
+		cls.make_projects()
+
 	def setUp(self):
 		frappe.db.set_single_value("Accounts Settings", "use_legacy_budget_controller", False)
 		self.company = "_Test Company"

erpnext/accounts/doctype/cashier_closing/test_cashier_closing.py

@@ -1,9 +1,8 @@
 # Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
-import unittest
 
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestCashierClosing(ERPNextTestSuite):
+class TestCashierClosing(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/chart_of_accounts_importer/test_chart_of_accounts_importer.py

@@ -1,9 +1,8 @@
 # Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
-import unittest
 
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestChartofAccountsImporter(ERPNextTestSuite):
+class TestChartofAccountsImporter(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/cheque_print_template/cheque_print_template.js

@@ -6,14 +6,12 @@ frappe.provide("erpnext.cheque_print");
 frappe.ui.form.on("Cheque Print Template", {
 	refresh: function (frm) {
 		if (!frm.doc.__islocal) {
-			if (frappe.user.has_role("System Manager")) {
-				frm.add_custom_button(
-					frm.doc.has_print_format ? __("Update Print Format") : __("Create Print Format"),
-					function () {
-						erpnext.cheque_print.view_cheque_print(frm);
-					}
-				).addClass("btn-primary");
-			}
+			frm.add_custom_button(
+				frm.doc.has_print_format ? __("Update Print Format") : __("Create Print Format"),
+				function () {
+					erpnext.cheque_print.view_cheque_print(frm);
+				}
+			).addClass("btn-primary");
 
 			$(frm.fields_dict.cheque_print_preview.wrapper).empty();
 

erpnext/accounts/doctype/cheque_print_template/cheque_print_template.json

@@ -1,6 +1,5 @@
 {
  "actions": [],
- "allow_bulk_edit": 1,
  "autoname": "field:bank_name",
  "creation": "2016-05-04 14:35:00.402544",
  "doctype": "DocType",
@@ -295,7 +294,7 @@
  ],
  "links": [],
  "max_attachments": 1,
- "modified": "2026-06-08 12:10:35.829531",
+ "modified": "2024-03-27 13:06:44.654989",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Cheque Print Template",
@@ -326,17 +325,19 @@
    "write": 1
   },
   {
+   "create": 1,
+   "delete": 1,
    "email": 1,
    "export": 1,
    "print": 1,
    "read": 1,
    "report": 1,
    "role": "Accounts User",
-   "share": 1
+   "share": 1,
+   "write": 1
   }
  ],
- "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": []
-}
+}

erpnext/accounts/doctype/cheque_print_template/cheque_print_template.py

@@ -48,8 +48,6 @@ class ChequePrintTemplate(Document):
 
 @frappe.whitelist()
 def create_or_update_cheque_print_format(template_name):
-	frappe.only_for("System Manager")
-
 	if not frappe.db.exists("Print Format", template_name):
 		cheque_print = frappe.new_doc("Print Format")
 		cheque_print.update(

erpnext/accounts/doctype/cheque_print_template/test_cheque_print_template.py

@@ -1,9 +1,8 @@
 # Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
-import unittest
 
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestChequePrintTemplate(ERPNextTestSuite):
+class TestChequePrintTemplate(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/cost_center/cost_center.json

@@ -126,7 +126,7 @@
  "idx": 1,
  "is_tree": 1,
  "links": [],
- "modified": "2026-04-14 18:15:27.367298",
+ "modified": "2025-01-22 10:46:42.904001",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Cost Center",
@@ -173,20 +173,11 @@
    "role": "Employee",
    "select": 1,
    "share": 1
-  },
-  {
-   "role": "HR User",
-   "select": 1
-  },
-  {
-   "role": "HR Manager",
-   "select": 1
   }
  ],
- "row_format": "Dynamic",
  "search_fields": "parent_cost_center, is_group",
  "show_name_in_global_search": 1,
  "sort_field": "creation",
  "sort_order": "ASC",
  "states": []
-}
+}

erpnext/accounts/doctype/cost_center/test_cost_center.py

@@ -1,13 +1,11 @@
 # Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
 # License: GNU General Public License v3. See license.txt
-import unittest
 
 import frappe
-
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestCostCenter(ERPNextTestSuite):
+class TestCostCenter(IntegrationTestCase):
 	def test_cost_center_creation_against_child_node(self):
 		cost_center = frappe.get_doc(
 			{

erpnext/accounts/doctype/cost_center/test_records.json

@@ -0,0 +1,23 @@
+[
+ {
+  "company": "_Test Company",
+  "cost_center_name": "_Test Cost Center",
+  "doctype": "Cost Center",
+  "is_group": 0,
+  "parent_cost_center": "_Test Company - _TC"
+ },
+ {
+  "company": "_Test Company",
+  "cost_center_name": "_Test Cost Center 2",
+  "doctype": "Cost Center",
+  "is_group": 0,
+  "parent_cost_center": "_Test Company - _TC"
+ },
+ {
+  "company": "_Test Company",
+  "cost_center_name": "_Test Write Off Cost Center",
+  "doctype": "Cost Center",
+  "is_group": 0,
+  "parent_cost_center": "_Test Company - _TC"
+ }
+]

erpnext/accounts/doctype/cost_center_allocation/test_cost_center_allocation.py

@@ -1,9 +1,9 @@
 # Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
-import unittest
 
 import frappe
 from frappe.query_builder.functions import Sum
+from frappe.tests import IntegrationTestCase
 from frappe.utils import add_days, today
 
 from erpnext.accounts.doctype.cost_center.test_cost_center import create_cost_center
@@ -15,10 +15,9 @@ from erpnext.accounts.doctype.cost_center_allocation.cost_center_allocation impo
 	WrongPercentageAllocation,
 )
 from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
-from erpnext.tests.utils import ERPNextTestSuite
 
 
-class TestCostCenterAllocation(ERPNextTestSuite):
+class TestCostCenterAllocation(IntegrationTestCase):
 	def setUp(self):
 		cost_centers = [
 			"Main Cost Center 1",
@@ -191,7 +190,7 @@ class TestCostCenterAllocation(ERPNextTestSuite):
 		coa2.cancel()
 		jv.cancel()
 
-	@ERPNextTestSuite.change_settings("System Settings", {"rounding_method": "Commercial Rounding"})
+	@IntegrationTestCase.change_settings("System Settings", {"rounding_method": "Commercial Rounding"})
 	def test_debit_credit_on_cost_center_allocation_for_commercial_rounding(self):
 		from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
 

erpnext/accounts/doctype/coupon_code/test_coupon_code.py

@@ -1,11 +1,12 @@
 # Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
-import unittest
 
 import frappe
+from frappe.tests import IntegrationTestCase
 
 from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
-from erpnext.tests.utils import ERPNextTestSuite
+
+EXTRA_TEST_RECORD_DEPENDENCIES = ["Item"]
 
 
 def test_create_test_data():
@@ -86,7 +87,6 @@ def test_create_test_data():
 				"partner_name": "_Test Coupon Partner",
 				"commission_rate": 2,
 				"referral_code": "COPART",
-				"territory": "All Territories",
 			}
 		)
 		sales_partner.insert()
@@ -109,10 +109,13 @@ def test_create_test_data():
 		coupon_code.insert()
 
 
-class TestCouponCode(ERPNextTestSuite):
+class TestCouponCode(IntegrationTestCase):
 	def setUp(self):
 		test_create_test_data()
 
+	def tearDown(self):
+		frappe.set_user("Administrator")
+
 	def test_sales_order_with_coupon_code(self):
 		frappe.db.set_value("Coupon Code", "SAVE30", "used", 0)
 

erpnext/accounts/doctype/currency_exchange_settings/currency_exchange_settings.json

@@ -101,11 +101,11 @@
    "label": "Use HTTP Protocol"
   }
  ],
- "hide_toolbar": 0,
+ "hide_toolbar": 1,
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2026-03-16 13:28:21.075743",
+ "modified": "2026-01-02 18:19:02.873815",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Currency Exchange Settings",

erpnext/accounts/doctype/currency_exchange_settings/test_currency_exchange_settings.py

@@ -1,10 +1,9 @@
 # Copyright (c) 2021, Wahni Green Technologies Pvt. Ltd. and contributors
 # For license information, please see license.txt
 # import frappe
-import unittest
 
-from erpnext.tests.utils import ERPNextTestSuite
+from frappe.tests import IntegrationTestCase
 
 
-class TestCurrencyExchangeSettings(ERPNextTestSuite):
+class TestCurrencyExchangeSettings(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/dunning/dunning.json

@@ -2,6 +2,7 @@
  "actions": [],
  "allow_events_in_timeline": 1,
  "autoname": "naming_series:",
+ "beta": 1,
  "creation": "2019-07-05 16:34:31.013238",
  "doctype": "DocType",
  "engine": "InnoDB",
@@ -399,7 +400,7 @@
  ],
  "is_submittable": 1,
  "links": [],
- "modified": "2026-05-30 23:18:04.712528",
+ "modified": "2024-11-26 13:46:07.760867",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Dunning",
@@ -448,10 +449,9 @@
    "write": 1
   }
  ],
- "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "ASC",
  "states": [],
  "title_field": "customer_name",
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/dunning/test_dunning.py

@@ -4,20 +4,37 @@ import json
 
 import frappe
 from frappe.model import mapper
+from frappe.tests import IntegrationTestCase
 from frappe.utils import add_days, nowdate, today
 
 from erpnext import get_default_cost_center
 from erpnext.accounts.doctype.payment_entry.test_payment_entry import get_payment_entry
+from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import (
+	unlink_payment_on_cancel_of_invoice,
+)
 from erpnext.accounts.doctype.sales_invoice.sales_invoice import (
 	create_dunning as create_dunning_from_sales_invoice,
 )
 from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import (
 	create_sales_invoice_against_cost_center,
 )
-from erpnext.tests.utils import ERPNextTestSuite
+
+EXTRA_TEST_RECORD_DEPENDENCIES = ["Company", "Cost Center"]
 
 
-class TestDunning(ERPNextTestSuite):
+class TestDunning(IntegrationTestCase):
+	@classmethod
+	def setUpClass(cls):
+		super().setUpClass()
+		create_dunning_type("First Notice", fee=0.0, interest=0.0, is_default=1)
+		create_dunning_type("Second Notice", fee=10.0, interest=10.0, is_default=0)
+		unlink_payment_on_cancel_of_invoice()
+
+	@classmethod
+	def tearDownClass(cls):
+		unlink_payment_on_cancel_of_invoice(0)
+		super().tearDownClass()
+
 	def test_dunning_without_fees(self):
 		dunning = create_dunning(overdue_days=20)
 

erpnext/accounts/doctype/dunning_type/dunning_type.json

@@ -1,6 +1,7 @@
 {
  "actions": [],
  "allow_rename": 1,
+ "beta": 1,
  "creation": "2019-12-04 04:59:08.003664",
  "doctype": "DocType",
  "editable_grid": 1,
@@ -106,7 +107,7 @@
    "link_fieldname": "dunning_type"
   }
  ],
- "modified": "2026-05-30 23:18:20.740726",
+ "modified": "2024-03-27 13:08:19.584112",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Dunning Type",
@@ -150,9 +151,8 @@
    "write": 1
   }
  ],
- "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/dunning_type/test_dunning_type.py

@@ -1,10 +1,9 @@
 # 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 TestDunningType(ERPNextTestSuite):
+class TestDunningType(IntegrationTestCase):
 	pass

erpnext/accounts/doctype/dunning_type/test_records.json

@@ -0,0 +1,36 @@
+[
+    {
+        "doctype": "Dunning Type",
+        "dunning_type": "_Test First Notice",
+        "company": "_Test Company",
+        "is_default": 1,
+        "dunning_fee": 0.0,
+        "rate_of_interest": 0.0,
+        "dunning_letter_text": [
+            {
+                "language": "en",
+                "body_text": "We have still not received payment for our invoice",
+                "closing_text": "We kindly request that you pay the outstanding amount immediately, including interest and late fees."
+            }
+        ],
+        "income_account": "Sales - _TC",
+        "cost_center": "_Test Cost Center - _TC"
+    },
+    {
+        "doctype": "Dunning Type",
+        "dunning_type": "_Test Second Notice",
+        "company": "_Test Company",
+        "is_default": 0,
+        "dunning_fee": 10.0,
+        "rate_of_interest": 10.0,
+        "dunning_letter_text": [
+            {
+                "language": "en",
+                "body_text": "We have still not received payment for our invoice",
+                "closing_text": "We kindly request that you pay the outstanding amount immediately, including interest and late fees."
+            }
+        ],
+        "income_account": "Sales - _TC",
+        "cost_center": "_Test Cost Center - _TC"
+    }
+]

erpnext/accounts/doctype/exchange_rate_revaluation/test_exchange_rate_revaluation.py

@@ -5,15 +5,15 @@
 import frappe
 from frappe.query_builder import functions
 from frappe.query_builder.utils import DocType
+from frappe.tests import IntegrationTestCase
 from frappe.utils import add_days, flt, today
 
 from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry
 from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
 from erpnext.accounts.test.accounts_mixin import AccountsTestMixin
-from erpnext.tests.utils import ERPNextTestSuite
 
 
-class TestExchangeRateRevaluation(ERPNextTestSuite, AccountsTestMixin):
+class TestExchangeRateRevaluation(AccountsTestMixin, IntegrationTestCase):
 	def setUp(self):
 		self.create_company()
 		self.create_usd_receivable_account()
@@ -22,13 +22,14 @@ class TestExchangeRateRevaluation(ERPNextTestSuite, AccountsTestMixin):
 		self.clear_old_entries()
 		self.set_system_and_company_settings()
 
+	def tearDown(self):
+		frappe.db.rollback()
+
 	def set_system_and_company_settings(self):
 		# set number and currency precision
 		system_settings = frappe.get_doc("System Settings")
 		system_settings.float_precision = 2
 		system_settings.currency_precision = 2
-		system_settings.language = "en"
-		system_settings.time_zone = "Asia/Kolkata"
 		system_settings.save()
 
 		# Using Exchange Gain/Loss account for unrealized as well.
@@ -36,7 +37,7 @@ class TestExchangeRateRevaluation(ERPNextTestSuite, AccountsTestMixin):
 		company_doc.unrealized_exchange_gain_loss_account = company_doc.exchange_gain_loss_account
 		company_doc.save()
 
-	@ERPNextTestSuite.change_settings(
+	@IntegrationTestCase.change_settings(
 		"Accounts Settings",
 		{"allow_multi_currency_invoices_against_single_party_account": 1, "allow_stale": 0},
 	)
@@ -90,7 +91,7 @@ class TestExchangeRateRevaluation(ERPNextTestSuite, AccountsTestMixin):
 		)[0]
 		self.assertEqual(acc_balance.balance, 8500.0)
 
-	@ERPNextTestSuite.change_settings(
+	@IntegrationTestCase.change_settings(
 		"Accounts Settings",
 		{"allow_multi_currency_invoices_against_single_party_account": 1, "allow_stale": 0},
 	)
@@ -163,7 +164,7 @@ class TestExchangeRateRevaluation(ERPNextTestSuite, AccountsTestMixin):
 		self.assertEqual(acc_balance.balance, 0.0)
 		self.assertEqual(acc_balance.balance_in_account_currency, 0.0)
 
-	@ERPNextTestSuite.change_settings(
+	@IntegrationTestCase.change_settings(
 		"Accounts Settings",
 		{"allow_multi_currency_invoices_against_single_party_account": 1, "allow_stale": 0},
 	)
@@ -258,7 +259,7 @@ class TestExchangeRateRevaluation(ERPNextTestSuite, AccountsTestMixin):
 		self.assertEqual(flt(acc_balance.balance, precision), 0.0)
 		self.assertEqual(flt(acc_balance.balance_in_account_currency, precision), 0.0)
 
-	@ERPNextTestSuite.change_settings(
+	@IntegrationTestCase.change_settings(
 		"Accounts Settings",
 		{"allow_multi_currency_invoices_against_single_party_account": 1, "allow_stale": 0},
 	)

erpnext/accounts/doctype/finance_book/test_finance_book.py

@@ -1,14 +1,13 @@
 # Copyright (c) 2018, 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.tests.utils import ERPNextTestSuite
 
 
-class TestFinanceBook(ERPNextTestSuite):
+class TestFinanceBook(IntegrationTestCase):
 	def test_finance_book(self):
 		finance_book = create_finance_book()
 

erpnext/accounts/doctype/financial_report_template/financial_report_engine.py

@@ -6,7 +6,7 @@ import json
 import math
 from abc import ABC, abstractmethod
 from dataclasses import dataclass, field
-from functools import cache, reduce
+from functools import reduce
 from typing import Any, Union
 
 import frappe
@@ -15,8 +15,7 @@ from frappe.database.operator_map import OPERATOR_MAP
 from frappe.query_builder import Case
 from frappe.query_builder.functions import Sum
 from frappe.utils import cstr, date_diff, flt, getdate
-from frappe.utils.xlsxutils import XLSXMetadata, XLSXStyleBuilder
-from pypika.terms import Bracket, LiteralValue
+from pypika.terms import LiteralValue
 
 from erpnext import get_company_currency
 from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
@@ -39,9 +38,6 @@ from erpnext.accounts.report.financial_statements import (
 )
 from erpnext.accounts.utils import get_children, get_currency_precision
 
-DEFAULT_BULLET_PREFIX = "• "
-SEGMENT_PREFIX = "seg_"
-
 # ============================================================================
 # DATA MODELS
 # ============================================================================
@@ -145,7 +141,7 @@ class SegmentData:
 
 	@property
 	def id(self) -> str:
-		return f"{SEGMENT_PREFIX}{self.index}"
+		return f"seg_{self.index}"
 
 
 @dataclass
@@ -226,38 +222,14 @@ class FinancialReportEngine:
 		return context.get_result()
 
 	def _validate_filters(self, filters: dict[str, Any]) -> None:
-		filter_labels = {
-			"report_template": _("Report Template"),
-			"filter_based_on": _("Filter Based On"),
-			"period_start_date": _("Start Date"),
-			"period_end_date": _("End Date"),
-			"from_fiscal_year": _("Start Year"),
-			"to_fiscal_year": _("End Year"),
-		}
-
-		required_filters_by_basis = {
-			"Date Range": ("period_start_date", "period_end_date"),
-			"Fiscal Year": ("from_fiscal_year", "to_fiscal_year"),
-		}
-
-		required_filters = ["report_template", "filter_based_on"]
-		required_filters.extend(required_filters_by_basis.get(filters.get("filter_based_on"), ()))
+		required_filters = ["report_template", "period_start_date", "period_end_date"]
 
 		for filter_key in required_filters:
 			if not filters.get(filter_key):
-				frappe.throw(
-					title=_("Missing Required Filter"),
-					msg=_("Missing required filter: {0}").format(
-						frappe.bold(filter_labels.get(filter_key, filter_key))
-					),
-				)
+				frappe.throw(_("Missing required filter: {0}").format(filter_key))
 
 		if filters.get("presentation_currency"):
-			frappe.msgprint(
-				title=_("Unsupported Feature"),
-				msg=_("Currency filters are currently unsupported in Custom Financial Report."),
-				indicator="orange",
-			)
+			frappe.msgprint(_("Currency filters are currently unsupported in Custom Financial Report."))
 
 		# Margin view is dependent on first row being an income account. Hence not supported.
 		# Way to implement this would be using calculated rows with formulas.
@@ -492,7 +464,6 @@ class FinancialQueryBuilder:
 		self.periods = periods
 		self.company = filters.get("company")
 		self.account_meta = {}  # {name: {account_name, account_number}}
-		self.ignore_opening_entries = False
 
 	def fetch_account_balances(self, accounts: list[dict]) -> dict[str, AccountData]:
 		"""
@@ -530,8 +501,6 @@ class FinancialQueryBuilder:
 		"""
 		Return opening balances for *all accounts* defaulting to zero.
 		"""
-		self.ignore_opening_entries = False
-
 		if frappe.get_single_value("Accounts Settings", "ignore_account_closing_balance"):
 			return self._get_opening_balances_from_gl(accounts)
 
@@ -551,9 +520,9 @@ class FinancialQueryBuilder:
 		if last_closing_voucher:
 			closing_voucher = last_closing_voucher[0]
 			closing_data = self._get_closing_balances(accounts, closing_voucher.name)
-			self.ignore_opening_entries = True  # Else it will double count
 
-			return self._rebase_closing_balances(closing_data, closing_voucher.period_end_date)
+			if sum(closing_data.values()) != 0.0:
+				return self._rebase_closing_balances(closing_data, closing_voucher.period_end_date)
 
 		return self._get_opening_balances_from_gl(accounts)
 
@@ -565,19 +534,18 @@ class FinancialQueryBuilder:
 			frappe.qb.from_(acb_table)
 			.select(
 				acb_table.account,
-				Sum(acb_table.debit - acb_table.credit).as_("balance"),
+				(acb_table.debit - acb_table.credit).as_("balance"),
 			)
 			.where(acb_table.company == self.company)
 			.where(acb_table.account.isin(account_names))
 			.where(acb_table.period_closing_voucher == closing_voucher)
-			.groupby(acb_table.account)
 		)
 
-		query = self._apply_standard_filters(query, acb_table, "Account Closing Balance")
+		query = self._apply_standard_filters(query, acb_table)
 		results = self._execute_with_permissions(query, "Account Closing Balance")
 
 		for row in results:
-			closing_balances[row["account"]] = row["balance"] or 0.0
+			closing_balances[row["account"]] = row["balance"]
 
 		return closing_balances
 
@@ -648,12 +616,7 @@ class FinancialQueryBuilder:
 			.groupby(gl_table.account)
 		)
 
-		ignore_is_opening = frappe.get_single_value(
-			"Accounts Settings", "ignore_is_opening_check_for_reporting"
-		)
-		if self.ignore_opening_entries and not ignore_is_opening:
-			# This filter here applies to all accounts (BS & PL)
-			# However, in legacy query, this filter only applies to BS accounts
+		if not frappe.get_single_value("Accounts Settings", "ignore_is_opening_check_for_reporting"):
 			query = query.where(gl_table.is_opening == "No")
 
 		# Add period-specific columns
@@ -673,15 +636,12 @@ class FinancialQueryBuilder:
 		return self._execute_with_permissions(query, "GL Entry")
 
 	def _calculate_running_balances(self, balances_data: dict, gl_data: list[dict]) -> dict:
-		gl_dict = {row["account"]: row for row in gl_data}
-		accounts = set(balances_data.keys()) | set(gl_dict.keys())
-
-		for account in accounts:
+		for row in gl_data:
+			account = row["account"]
 			if account not in balances_data:
 				balances_data[account] = AccountData(account=account, **self._get_account_meta(account))
 
 			account_data: AccountData = balances_data[account]
-			gl_movement = gl_dict.get(account, {})
 
 			if account_data.has_periods():
 				first_period = account_data.get_period(self.periods[0]["key"])
@@ -691,13 +651,20 @@ class FinancialQueryBuilder:
 
 			for period in self.periods:
 				period_key = period["key"]
-				movement = gl_movement.get(period_key, 0.0)
+				movement = row.get(period_key, 0.0)
 				closing_balance = current_balance + movement
 
 				account_data.add_period(PeriodValue(period_key, current_balance, closing_balance, movement))
 
 				current_balance = closing_balance
 
+		# Accounts with no movements
+		for account_data in balances_data.values():
+			for period in self.periods:
+				period_key = period["key"]
+				if period_key not in account_data.period_values:
+					account_data.add_period(PeriodValue(period_key, 0.0, 0.0, 0.0))
+
 	def _handle_balance_accumulation(self, balances_data):
 		for account_data in balances_data.values():
 			account_data: AccountData
@@ -716,19 +683,12 @@ class FinancialQueryBuilder:
 			else:
 				account_data.unaccumulate_values()
 
-	def _apply_standard_filters(self, query, table, doctype: str = "GL Entry"):
-		# Exclude PCV-generated entries except those posted to a closing-account-head
-		# so BS retained earnings survive while P&L reversal entries are filtered out
-		pcv = frappe.qb.DocType("Period Closing Voucher")
-		closing_heads = frappe.qb.from_(pcv).select(pcv.closing_account_head).where(pcv.docstatus == 1)
-
-		if doctype == "GL Entry":
-			is_pcv = table.voucher_type == "Period Closing Voucher"
-		else:
-			# Account Closing Balance
-			is_pcv = table.is_period_closing_voucher_entry == 1
-
-		query = query.where(~is_pcv | table.account.isin(closing_heads))
+	def _apply_standard_filters(self, query, table):
+		if self.filters.get("ignore_closing_entries"):
+			if hasattr(table, "is_period_closing_voucher_entry"):
+				query = query.where(table.is_period_closing_voucher_entry == 0)
+			else:
+				query = query.where(table.voucher_type != "Period Closing Voucher")
 
 		if self.filters.get("project"):
 			projects = self.filters.get("project")
@@ -776,7 +736,7 @@ class FinancialQueryBuilder:
 		user_conditions = build_match_conditions(doctype)
 
 		if user_conditions:
-			query = query.where(Bracket(LiteralValue(user_conditions)))
+			query = query.where(LiteralValue(user_conditions))
 
 		return query.run(as_dict=True)
 
@@ -1436,8 +1396,7 @@ class FormattingEngine:
 				condition=lambda rd: getattr(rd.row, "italic_text", False), format_properties={"italic": True}
 			),
 			FormattingRule(
-				condition=lambda rd: rd.is_detail_row,
-				format_properties={"is_detail": True, "prefix": DEFAULT_BULLET_PREFIX},
+				condition=lambda rd: rd.is_detail_row, format_properties={"is_detail": True, "prefix": "• "}
 			),
 			FormattingRule(
 				condition=lambda rd: getattr(rd.row, "warn_if_negative", False),
@@ -1883,124 +1842,3 @@ class GrowthViewTransformer:
 			return 0.0
 		else:
 			return flt(((current_value - previous_value) / abs(previous_value)) * 100, 2)
-
-
-# ============================================================================
-# XLSX EXPORT STYLING
-# ============================================================================
-
-
-def get_xlsx_styles(metadata: XLSXMetadata) -> dict | None:
-	"""
-	Generate XLSX styles for financial report templates.
-
-	NOTE: Currently only custom report generated with "Report Template" filter will have styles applied.
-	"""
-	# skip styling
-	if not metadata.filters.get("report_template"):
-		return
-
-	builder = XLSXStyleBuilder(metadata, default_styling=False)
-	builder.apply_default_styles(currency_formatting=False)
-
-	# currency is fixed for all columns (only if report template filter is applied)
-	currency = get_company_currency(metadata.filters.get("company"))
-
-	styles = {
-		"bold": builder.register_style({"bold": True}),
-		"italic": builder.register_style({"italic": True}),
-		"warning": builder.register_style({"font_color": "#dc3545"}),  # text-danger
-	}
-
-	fieldtype_formats = {
-		"Int": builder.register_style({"num_format": "General"}),
-		"Float": builder.register_style({"num_format": builder.get_number_format("Float")}),
-		"Percent": builder.register_style({"num_format": builder.get_number_format("Percent")}),
-		"Currency": builder.register_style({"num_format": builder.get_number_format("Currency", currency)}),
-	}
-
-	# quick access for hot loop
-	style_cell = builder.style_cell
-
-	@cache
-	def get_color_style(color: str) -> int:
-		return builder.register_style({"font_color": color})
-
-	@cache
-	def get_prefix_style(prefix: str) -> int:
-		prefix = f"{prefix or DEFAULT_BULLET_PREFIX}@"
-
-		return builder.register_style({"num_format": prefix})
-
-	@cache
-	def get_indent_style(indent: int) -> int:
-		return builder.register_style({"align": "left", "indent": indent})
-
-	# column level styling of currency columns
-	for col_idx, col in metadata.column_map.items():
-		if col.get("fieldtype") != "Currency":
-			continue
-
-		builder.style_column(col_idx, fieldtype_formats["Currency"])
-
-	# cell level styling
-	for row_idx, row in metadata.row_map.items():
-		# skip total row
-		if metadata.has_total_row and row_idx == builder.last_row_index:
-			continue
-
-		is_segmented = (row.get("_segment_info", {}).get("total_segments", 1) or 1) > 1
-		segment_values = row.get("segment_values", {}) or {}
-
-		for col_idx, col in metadata.column_map.items():
-			fieldname = col.get("fieldname")
-			is_account = fieldname == "account"
-
-			# determine formatting bucket
-			if is_segmented and fieldname.startswith(SEGMENT_PREFIX):
-				formatting = row.copy()
-
-				_, seg_idx, seg_fieldname = fieldname.split("_", 2)
-				is_account = seg_fieldname == "account"
-				formatting.update(segment_values.get(f"{SEGMENT_PREFIX}{seg_idx}", {}) or {})
-			else:
-				formatting = row  # default formatting bucket.
-
-			if not is_account and formatting.get("is_blank_line"):
-				continue
-
-			col_fieldtype = col.get("fieldtype")
-			cell_fieldtype = formatting.get("fieldtype") or col_fieldtype
-			cell_value = row.get(fieldname)
-
-			if cell_value in (None, ""):
-				continue
-
-			# account column and other fieldtype styling
-			if is_account:
-				if formatting.get("is_detail") or (prefix := formatting.get("prefix")):
-					style_cell(row_idx, col_idx, get_prefix_style(prefix))
-
-				# custom indentation (different segment might have different indentation levels)
-				if is_segmented and (indent := formatting.get("indent")) and indent > 0:
-					style_cell(row_idx, col_idx, get_indent_style(indent))
-			else:
-				if col_fieldtype != cell_fieldtype and cell_fieldtype in fieldtype_formats:
-					style_cell(row_idx, col_idx, fieldtype_formats[cell_fieldtype])
-
-			# text styles
-			for style_key in ("bold", "italic"):
-				if formatting.get(style_key):
-					style_cell(row_idx, col_idx, styles[style_key])
-
-			# color styles
-			if (
-				formatting.get("warn_if_negative")
-				and cell_fieldtype in frappe.model.numeric_fieldtypes
-				and flt(cell_value) < 0
-			):
-				style_cell(row_idx, col_idx, styles["warning"])
-			elif color := formatting.get("color"):
-				style_cell(row_idx, col_idx, get_color_style(color))
-
-	return builder.result

erpnext/accounts/doctype/financial_report_template/financial_report_template.js

@@ -3,8 +3,6 @@
 
 frappe.ui.form.on("Financial Report Template", {
 	refresh(frm) {
-		if (frm.is_new() || frm.doc.rows.length === 0) return;
-
 		// add custom button to view missed accounts
 		frm.add_custom_button(__("View Account Coverage"), function () {
 			let selected_rows = frm.get_field("rows").grid.get_selected_children();
@@ -22,7 +20,7 @@ frappe.ui.form.on("Financial Report Template", {
 		});
 	},
 
-	after_save(frm) {
+	validate(frm) {
 		if (!frm.doc.rows || frm.doc.rows.length === 0) {
 			frappe.msgprint(__("At least one row is required for a financial report template"));
 		}
@@ -36,6 +34,14 @@ frappe.ui.form.on("Financial Report Row", {
 		update_formula_label(frm, row.data_source);
 		update_formula_description(frm, row.data_source);
 
+		if (row.data_source !== "Account Data") {
+			frappe.model.set_value(cdt, cdn, "balance_type", "");
+		}
+
+		if (["Blank Line", "Column Break", "Section Break"].includes(row.data_source)) {
+			frappe.model.set_value(cdt, cdn, "calculation_formula", "");
+		}
+
 		set_up_filters_editor(frm, cdt, cdn);
 	},
 
@@ -316,8 +322,6 @@ function update_formula_description(frm, data_source) {
 	const list_style = `style="margin-bottom: var(--margin-sm); color: var(--text-muted); font-size: 0.9em;"`;
 	const note_style = `style="margin-bottom: 0; color: var(--text-muted); font-size: 0.9em;"`;
 	const tip_style = `style="margin-bottom: 0; color: var(--text-color); font-size: 0.85em;"`;
-	const code_style = `style="background: var(--bg-light-gray); padding: var(--padding-xs); border-radius: var(--border-radius); font-size: 0.85em; width: max-content; margin-bottom: var(--margin-sm);"`;
-	const pre_style = `style="margin: 0; border-radius: var(--border-radius)"`;
 
 	let description_html = "";
 
@@ -378,13 +382,8 @@ function update_formula_description(frm, data_source) {
 					<li><code>my_app.financial_reports.get_kpi_data</code></li>
 				</ul>
 
-				<h6 ${subtitle_style}>Method Signature:</h6>
-				<div ${code_style}>
-					<pre ${pre_style}>def get_custom_data(filters, periods, row): <br>&nbsp; # filters: dict — report filters (company, period, etc.) <br>&nbsp; # periods: list[dict] — period definitions <br>&nbsp; # row: dict — the current report row <br><br>&nbsp; return [1000.0, 1200.0, 1150.0]  # one value per period</pre>
-				</div>
-
 				<h6 ${subtitle_style}>Return Format:</h6>
-				<p ${text_style}>A list of numbers, one for each period: <code>[1000.0, 1200.0, 1150.0]</code></p>
+				<p ${text_style}>Numbers for each period: <code>[1000.0, 1200.0, 1150.0]</code></p>
 			</div>`;
 	} else if (data_source === "Blank Line") {
 		description_html = `

erpnext/accounts/doctype/financial_report_template/financial_report_template.json

@@ -1,5 +1,6 @@
 {
  "actions": [],
+ "allow_rename": 1,
  "autoname": "field:template_name",
  "creation": "2025-08-02 04:44:15.184541",
  "doctype": "DocType",
@@ -30,8 +31,7 @@
    "in_list_view": 1,
    "in_standard_filter": 1,
    "label": "Report Type",
-   "options": "\nProfit and Loss Statement\nBalance Sheet\nCash Flow\nCustom Financial Statement",
-   "reqd": 1
+   "options": "\nProfit and Loss Statement\nBalance Sheet\nCash Flow\nCustom Financial Statement"
   },
   {
    "depends_on": "eval:frappe.boot.developer_mode",
@@ -66,7 +66,7 @@
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2026-02-23 01:04:05.797161",
+ "modified": "2025-11-14 00:11:03.508139",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Financial Report Template",

erpnext/accounts/doctype/financial_report_template/financial_report_template.py

@@ -5,7 +5,6 @@ import os
 import shutil
 
 import frappe
-from frappe import _
 from frappe.model.document import Document
 
 from erpnext.accounts.doctype.account_category.account_category import import_account_categories
@@ -32,19 +31,6 @@ class FinancialReportTemplate(Document):
 		template_name: DF.Data
 	# end: auto-generated types
 
-	def before_validate(self):
-		self.clear_hidden_fields()
-
-	def clear_hidden_fields(self):
-		style_data_sources = {"Blank Line", "Column Break", "Section Break"}
-
-		for row in self.rows:
-			if row.data_source != "Account Data":
-				row.balance_type = None
-
-			if row.data_source in style_data_sources:
-				row.calculation_formula = None
-
 	def validate(self):
 		validator = TemplateValidator(self)
 		result = validator.validate()

erpnext/accounts/doctype/financial_report_template/financial_report_validation.py

@@ -1,18 +1,15 @@
 # Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
 # For license information, please see license.txt
 
-import ast
 import json
 import re
 from abc import ABC, abstractmethod
 from dataclasses import dataclass, field
-from enum import Enum
-from typing import Any, ClassVar
+from typing import Any
 
 import frappe
 from frappe import _
 from frappe.database.operator_map import OPERATOR_MAP
-from frappe.database.query import SQLFunctionParser
 
 
 @dataclass
@@ -70,8 +67,8 @@ class ValidationResult:
 		self.warnings.append(issue)
 
 	def notify_user(self) -> None:
-		warnings = "<br><br>".join(str(w) for w in self.warnings if w)
-		errors = "<br><br>".join(str(e) for e in self.issues if e)
+		warnings = "<br><br>".join(str(w) for w in self.warnings)
+		errors = "<br><br>".join(str(e) for e in self.issues)
 
 		if warnings:
 			frappe.msgprint(warnings, title=_("Warnings"), indicator="orange")
@@ -99,8 +96,9 @@ class TemplateValidator:
 			result.merge(validator.validate(self.template))
 
 		# Run row-level validations
+		account_fields = {field.fieldname for field in frappe.get_meta("Account").fields}
 		for row in self.template.rows:
-			result.merge(self.formula_validator.validate(row))
+			result.merge(self.formula_validator.validate(row, account_fields))
 
 		return result
 
@@ -382,8 +380,7 @@ class AccountFilterValidator(Validator):
 	"""Validates account filter expressions used in Account Data rows"""
 
 	def __init__(self, account_fields: set | None = None):
-		self.account_meta = frappe.get_meta("Account")
-		self.account_fields = account_fields or set(self.account_meta._valid_columns)
+		self.account_fields = account_fields or set(frappe.get_meta("Account")._valid_columns)
 
 	def validate(self, row) -> ValidationResult:
 		result = ValidationResult()
@@ -403,11 +400,7 @@ class AccountFilterValidator(Validator):
 
 		try:
 			filter_config = json.loads(row.calculation_formula)
-			error = self._validate_filter_structure(
-				filter_config,
-				self.account_fields,
-				row.advanced_filtering,
-			)
+			error = self._validate_filter_structure(filter_config, self.account_fields)
 
 			if error:
 				result.add_error(
@@ -429,12 +422,7 @@ class AccountFilterValidator(Validator):
 
 		return result
 
-	def _validate_filter_structure(
-		self,
-		filter_config,
-		account_fields: set,
-		advanced_filtering: bool = False,
-	) -> str | None:
+	def _validate_filter_structure(self, filter_config, account_fields: set) -> str | None:
 		# simple condition: [field, operator, value]
 		if isinstance(filter_config, list):
 			if len(filter_config) != 3:
@@ -445,10 +433,8 @@ class AccountFilterValidator(Validator):
 			if not isinstance(field, str) or not isinstance(operator, str):
 				return "Field and operator must be strings"
 
-			display = (field if advanced_filtering else self.account_meta.get_label(field)) or field
-
 			if field not in account_fields:
-				return f"Field '{display}' is not a valid Account field"
+				return f"Field '{field}' is not a valid account field"
 
 			if operator.casefold() not in OPERATOR_MAP:
 				return f"Invalid operator '{operator}'"
@@ -471,7 +457,7 @@ class AccountFilterValidator(Validator):
 
 			# recursive
 			for condition in conditions:
-				error = self._validate_filter_structure(condition, account_fields, advanced_filtering)
+				error = self._validate_filter_structure(condition, account_fields)
 				if error:
 					return error
 		else:
@@ -487,7 +473,7 @@ class FormulaValidator(Validator):
 		self.calculation_validator = CalculationFormulaValidator(reference_codes)
 		self.account_filter_validator = AccountFilterValidator()
 
-	def validate(self, row) -> ValidationResult:
+	def validate(self, row, account_fields: set) -> ValidationResult:
 		result = ValidationResult()
 
 		if not row.calculation_formula:
@@ -497,6 +483,9 @@ class FormulaValidator(Validator):
 			return self.calculation_validator.validate(row)
 
 		elif row.data_source == "Account Data":
+			# Update account fields if provided
+			if account_fields:
+				self.account_filter_validator.account_fields = account_fields
 			return self.account_filter_validator.validate(row)
 
 		elif row.data_source == "Custom API":

erpnext/accounts/doctype/financial_report_template/test_financial_report_engine.py

@@ -5,21 +5,20 @@ import frappe
 from frappe.utils import flt
 
 from erpnext.accounts.doctype.financial_report_template.financial_report_engine import (
-	AccountData,
-	DataCollector,
 	DependencyResolver,
 	FilterExpressionParser,
-	FinancialQueryBuilder,
-	FinancialReportEngine,
 	FormulaCalculator,
-	PeriodValue,
 )
 from erpnext.accounts.doctype.financial_report_template.test_financial_report_template import (
 	FinancialReportTemplateTestCase,
 )
-from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
-from erpnext.accounts.utils import get_currency_precision, get_fiscal_year
-from erpnext.tests.utils import change_settings
+from erpnext.accounts.utils import get_currency_precision
+
+# On IntegrationTestCase, the doctype test records and all
+# link-field test record dependencies are recursively loaded
+# Use these module variables to add/remove to/from that list
+EXTRA_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+IGNORE_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
 
 
 class TestDependencyResolver(FinancialReportTemplateTestCase):
@@ -1297,7 +1296,6 @@ class TestFilterExpressionParser(FinancialReportTemplateTestCase):
 				self.data_source = "Account Data"
 				self.idx = 1
 				self.reverse_sign = 0
-				self.advanced_filtering = True
 
 		return MockReportRow(formula, reference_code)
 
@@ -1670,818 +1668,3 @@ class TestFilterExpressionParser(FinancialReportTemplateTestCase):
 		mock_row_invalid = self._create_mock_report_row(invalid_formula)
 		condition = parser.build_condition(mock_row_invalid, account_table)
 		self.assertIsNone(condition)
-
-
-class TestFinancialQueryBuilder(FinancialReportTemplateTestCase):
-	def test_fetch_balances_with_journal_entries(self):
-		company = "_Test Company"
-		cash_account = "_Test Cash - _TC"
-		bank_account = "_Test Bank - _TC"
-
-		# Create journal entries in different periods
-		# October: Transfer 1000 from Bank to Cash
-		jv_oct = make_journal_entry(
-			account1=cash_account,
-			account2=bank_account,
-			amount=1000,
-			posting_date="2024-10-15",
-			company=company,
-			submit=True,
-		)
-
-		# November: Transfer 500 from Bank to Cash
-		jv_nov = make_journal_entry(
-			account1=cash_account,
-			account2=bank_account,
-			amount=500,
-			posting_date="2024-11-20",
-			company=company,
-			submit=True,
-		)
-
-		# December: No transactions (test zero movement period)
-
-		try:
-			# Set up filters and periods for Q4 2024
-			filters = {
-				"company": company,
-				"from_fiscal_year": "2024",
-				"to_fiscal_year": "2024",
-				"period_start_date": "2024-10-01",
-				"period_end_date": "2024-12-31",
-				"filter_based_on": "Date Range",
-				"periodicity": "Monthly",
-			}
-
-			periods = [
-				{"key": "2024_oct", "from_date": "2024-10-01", "to_date": "2024-10-31"},
-				{"key": "2024_nov", "from_date": "2024-11-01", "to_date": "2024-11-30"},
-				{"key": "2024_dec", "from_date": "2024-12-01", "to_date": "2024-12-31"},
-			]
-
-			query_builder = FinancialQueryBuilder(filters, periods)
-
-			# Create account objects as expected by fetch_account_balances
-			accounts = [
-				frappe._dict({"name": cash_account, "account_name": "Cash", "account_number": "1001"}),
-				frappe._dict({"name": bank_account, "account_name": "Bank", "account_number": "1002"}),
-			]
-
-			# Fetch balances using the full workflow
-			balances_data = query_builder.fetch_account_balances(accounts)
-
-			# Verify Cash account balances
-			cash_data = balances_data.get(cash_account)
-			self.assertIsNotNone(cash_data, "Cash account should exist in results")
-
-			# October: movement = +1000 (debit)
-			oct_cash = cash_data.get_period("2024_oct")
-			self.assertIsNotNone(oct_cash, "October period should exist for cash")
-			self.assertEqual(oct_cash.movement, 1000.0, "October cash movement should be 1000")
-
-			# November: movement = +500
-			nov_cash = cash_data.get_period("2024_nov")
-			self.assertIsNotNone(nov_cash, "November period should exist for cash")
-			self.assertEqual(nov_cash.movement, 500.0, "November cash movement should be 500")
-			self.assertEqual(
-				nov_cash.opening, oct_cash.closing, "November opening should equal October closing"
-			)
-
-			# December: movement = 0 (no transactions)
-			dec_cash = cash_data.get_period("2024_dec")
-			self.assertIsNotNone(dec_cash, "December period should exist for cash")
-			self.assertEqual(dec_cash.movement, 0.0, "December cash movement should be 0")
-			self.assertEqual(
-				dec_cash.closing,
-				nov_cash.closing,
-				"December closing should equal November closing when no movement",
-			)
-
-			# Verify Bank account balances (opposite direction)
-			bank_data = balances_data.get(bank_account)
-			self.assertIsNotNone(bank_data, "Bank account should exist in results")
-
-			oct_bank = bank_data.get_period("2024_oct")
-			self.assertEqual(oct_bank.movement, -1000.0, "October bank movement should be -1000")
-
-			nov_bank = bank_data.get_period("2024_nov")
-			self.assertEqual(nov_bank.movement, -500.0, "November bank movement should be -500")
-
-		finally:
-			# Clean up: cancel journal entries
-			jv_nov.cancel()
-			jv_oct.cancel()
-
-	def test_opening_balance_from_previous_period_closing(self):
-		company = "_Test Company"
-		cash_account = "_Test Cash - _TC"
-		sales_account = "Sales - _TC"
-		posting_date_2023 = "2023-06-15"
-
-		# Create journal entry in prior period (2023)
-		# Cash Dr 5000, Sales Cr 5000
-		jv_2023 = make_journal_entry(
-			account1=cash_account,
-			account2=sales_account,
-			amount=5000,
-			posting_date=posting_date_2023,
-			company=company,
-			submit=True,
-		)
-
-		pcv = None
-		jv_2024 = None
-		original_pcv_setting = frappe.db.get_single_value(
-			"Accounts Settings", "use_legacy_controller_for_pcv"
-		)
-
-		try:
-			# Create Period Closing Voucher for 2023
-			# This will create Account Closing Balance entries
-			closing_account = frappe.db.get_value(
-				"Account",
-				{
-					"company": company,
-					"root_type": "Liability",
-					"is_group": 0,
-					"account_type": ["not in", ["Payable", "Receivable"]],
-				},
-				"name",
-			)
-
-			fy_2023 = get_fiscal_year(posting_date_2023, company=company)
-
-			frappe.db.set_single_value("Accounts Settings", "use_legacy_controller_for_pcv", 1)
-
-			pcv = frappe.get_doc(
-				{
-					"doctype": "Period Closing Voucher",
-					"transaction_date": "2023-12-31",
-					"period_start_date": fy_2023[1],
-					"period_end_date": fy_2023[2],
-					"company": company,
-					"fiscal_year": fy_2023[0],
-					"cost_center": "_Test Cost Center - _TC",
-					"closing_account_head": closing_account,
-					"remarks": "Test Period Closing",
-				}
-			)
-			pcv.insert()
-			pcv.submit()
-			pcv.reload()
-
-			# Now create a small transaction in 2024 to ensure the account appears
-			jv_2024 = make_journal_entry(
-				account1=cash_account,
-				account2=sales_account,
-				amount=100,
-				posting_date="2024-01-15",
-				company=company,
-				submit=True,
-			)
-
-			# Set up filters for Q1 2024 (after the period closing)
-			filters = {
-				"company": company,
-				"from_fiscal_year": "2024",
-				"to_fiscal_year": "2024",
-				"period_start_date": "2024-01-01",
-				"period_end_date": "2024-03-31",
-				"filter_based_on": "Date Range",
-				"periodicity": "Monthly",
-				"ignore_closing_entries": True,  # Don't include PCV entries in movements
-			}
-
-			periods = [
-				{"key": "2024_jan", "from_date": "2024-01-01", "to_date": "2024-01-31"},
-				{"key": "2024_feb", "from_date": "2024-02-01", "to_date": "2024-02-29"},
-				{"key": "2024_mar", "from_date": "2024-03-01", "to_date": "2024-03-31"},
-			]
-
-			query_builder = FinancialQueryBuilder(filters, periods)
-
-			accounts = [
-				frappe._dict({"name": cash_account, "account_name": "Cash", "account_number": "1001"}),
-			]
-
-			balances_data = query_builder.fetch_account_balances(accounts)
-
-			# Verify Cash account has opening balance from 2023 transactions
-			cash_data = balances_data.get(cash_account)
-			self.assertIsNotNone(cash_data, "Cash account should exist in results")
-
-			jan_cash = cash_data.get_period("2024_jan")
-			self.assertIsNotNone(jan_cash, "January period should exist")
-
-			# Opening balance should be from prior period
-			# Cash had 5000 debit in 2023, so opening in 2024 should be >= 5000
-			# (may be higher if there were other test transactions)
-			self.assertEqual(
-				jan_cash.opening,
-				5000.0,
-				"January opening should equal to balance from 2023 (5000)",
-			)
-
-			# Verify running balance logic
-			# Movement in January is 100 (from jv_2024)
-			self.assertEqual(jan_cash.movement, 100.0, "January movement should be 100")
-			self.assertEqual(
-				jan_cash.closing, jan_cash.opening + jan_cash.movement, "Closing = Opening + Movement"
-			)
-
-			# February and March should have no movement but carry the balance
-			feb_cash = cash_data.get_period("2024_feb")
-			self.assertEqual(feb_cash.opening, jan_cash.closing, "Feb opening = Jan closing")
-			self.assertEqual(feb_cash.movement, 0.0, "February should have no movement")
-			self.assertEqual(feb_cash.closing, feb_cash.opening, "Feb closing = opening when no movement")
-
-			mar_cash = cash_data.get_period("2024_mar")
-			self.assertEqual(mar_cash.opening, feb_cash.closing, "Mar opening = Feb closing")
-			self.assertEqual(mar_cash.movement, 0.0, "March should have no movement")
-			self.assertEqual(mar_cash.closing, mar_cash.opening, "Mar closing = opening when no movement")
-
-			# Set up filters for Q2 2024
-			filters_q2 = {
-				"company": company,
-				"from_fiscal_year": "2024",
-				"to_fiscal_year": "2024",
-				"period_start_date": "2024-04-01",
-				"period_end_date": "2024-06-30",
-				"filter_based_on": "Date Range",
-				"periodicity": "Monthly",
-				"ignore_closing_entries": True,
-			}
-
-			periods_q2 = [
-				{"key": "2024_apr", "from_date": "2024-04-01", "to_date": "2024-04-30"},
-				{"key": "2024_may", "from_date": "2024-05-01", "to_date": "2024-05-31"},
-				{"key": "2024_jun", "from_date": "2024-06-01", "to_date": "2024-06-30"},
-			]
-
-			query_builder_q2 = FinancialQueryBuilder(filters_q2, periods_q2)
-
-			balances_data_q2 = query_builder_q2.fetch_account_balances(accounts)
-
-			# Verify Cash account in Q2
-			cash_data_q2 = balances_data_q2.get(cash_account)
-			self.assertIsNotNone(cash_data_q2, "Cash account should exist in Q2 results")
-
-			apr_cash = cash_data_q2.get_period("2024_apr")
-			self.assertIsNotNone(apr_cash, "April period should exist")
-
-			# Opening balance in April should equal closing in March
-			self.assertEqual(
-				apr_cash.opening,
-				mar_cash.closing,
-				"April opening should equal March closing balance",
-			)
-
-			self.assertEqual(apr_cash.closing, apr_cash.opening, "April closing = opening when no movement")
-
-		finally:
-			# Clean up
-			frappe.db.set_single_value(
-				"Accounts Settings", "use_legacy_controller_for_pcv", original_pcv_setting or 0
-			)
-
-			if jv_2024:
-				jv_2024.cancel()
-
-			if pcv:
-				pcv.reload()
-				if pcv.docstatus == 1:
-					pcv.cancel()
-
-			jv_2023.cancel()
-
-	@change_settings("Accounts Settings", {"use_legacy_controller_for_pcv": 1})
-	def test_opening_balance_sums_acb_rows_across_dimensions(self):
-		"""
-		Account Closing Balance stores one row per (account, cost_center,
-		project, finance_book). The closing-balance fetch must sum all rows.
-		"""
-		company = "_Test Company"
-		cash_account = "_Test Cash - _TC"
-		sales_account = "Sales - _TC"
-		cc_1 = "_Test Cost Center - _TC"
-		cc_2 = "_Test Cost Center 2 - _TC"
-		docs = []
-
-		try:
-			jv_2023_cc1 = make_journal_entry(
-				account1=cash_account,
-				account2=sales_account,
-				amount=3000,
-				posting_date="2023-06-15",
-				cost_center=cc_1,
-				company=company,
-				submit=True,
-			)
-			docs.append(jv_2023_cc1)
-			jv_2023_cc2 = make_journal_entry(
-				account1=cash_account,
-				account2=sales_account,
-				amount=2000,
-				posting_date="2023-06-15",
-				cost_center=cc_2,
-				company=company,
-				submit=True,
-			)
-			docs.append(jv_2023_cc2)
-
-			fy_2023 = get_fiscal_year("2023-06-15", company=company)
-
-			pcv = frappe.get_doc(
-				{
-					"doctype": "Period Closing Voucher",
-					"transaction_date": "2023-12-31",
-					"period_start_date": fy_2023[1],
-					"period_end_date": fy_2023[2],
-					"company": company,
-					"fiscal_year": fy_2023[0],
-					"cost_center": cc_1,
-					"closing_account_head": "Deferred Revenue - _TC",
-					"remarks": "Test multi-dim PCV",
-				}
-			)
-			pcv.insert()
-			pcv.submit()
-			docs.append(pcv)
-
-			jv_2024 = make_journal_entry(
-				account1=cash_account,
-				account2=sales_account,
-				amount=100,
-				posting_date="2024-01-15",
-				cost_center=cc_1,
-				company=company,
-				submit=True,
-			)
-			docs.append(jv_2024)
-
-			filters = {
-				"company": company,
-				"from_fiscal_year": "2024",
-				"to_fiscal_year": "2024",
-				"period_start_date": "2024-01-01",
-				"period_end_date": "2024-03-31",
-				"filter_based_on": "Date Range",
-				"periodicity": "Monthly",
-				"ignore_closing_entries": True,
-			}
-			periods = [
-				{"key": "2024_jan", "from_date": "2024-01-01", "to_date": "2024-01-31"},
-				{"key": "2024_feb", "from_date": "2024-02-01", "to_date": "2024-02-29"},
-				{"key": "2024_mar", "from_date": "2024-03-01", "to_date": "2024-03-31"},
-			]
-
-			query_builder = FinancialQueryBuilder(filters, periods)
-			accounts = [
-				frappe._dict({"name": cash_account, "account_name": "Cash", "account_number": "1001"}),
-			]
-
-			balances_data = query_builder.fetch_account_balances(accounts)
-			cash_data = balances_data.get(cash_account)
-			self.assertIsNotNone(cash_data, "Cash account must appear in results")
-
-			jan_cash = cash_data.get_period("2024_jan")
-			self.assertEqual(jan_cash.opening, 5000.0)
-			self.assertEqual(jan_cash.movement, 100.0)
-			self.assertEqual(jan_cash.closing, 5100.0)
-
-		finally:
-			self.cancel_docs(docs)
-
-	def test_opening_entries_roll_into_opening_after_period_closing(self):
-		"""
-		Sequence:
-		    1. is_opening JV of 3000 in current year (FY 2024)
-		    2. is_opening JV of 5000 in next year (FY 2025)
-		    3. Period Closing Voucher for previous year (FY 2023)
-
-		Expected (BS report for FY 2024):
-		    opening of FY 2024 = 3000 + 5000 = 8000
-		    (all is_opening entries roll into opening irrespective of fiscal year,
-		    on top of the PCV carry-forward — here PCV closing for cash is 0).
-		"""
-		company = "_Test Company"
-		cash_account = "_Test Cash - _TC"
-		# Opening JVs cannot post against P&L accounts; use a Balance Sheet offset.
-		opening_offset_account = "Temporary Opening - _TC"
-
-		pcv = None
-		jv_current_year = None
-		jv_next_year = None
-		original_pcv_setting = frappe.db.get_single_value(
-			"Accounts Settings", "use_legacy_controller_for_pcv"
-		)
-
-		try:
-			# Step 1: opening JV in current year (FY 2024) — must be posted before PCV
-			# exists, else `validate_against_pcv` rejects it.
-			jv_current_year = make_journal_entry(
-				account1=cash_account,
-				account2=opening_offset_account,
-				amount=3000,
-				posting_date="2024-06-15",
-				company=company,
-				save=False,
-			)
-			jv_current_year.is_opening = "Yes"
-			jv_current_year.insert()
-			jv_current_year.submit()
-
-			# Step 2: opening JV in next year (FY 2025)
-			jv_next_year = make_journal_entry(
-				account1=cash_account,
-				account2=opening_offset_account,
-				amount=5000,
-				posting_date="2025-06-15",
-				company=company,
-				save=False,
-			)
-			jv_next_year.is_opening = "Yes"
-			jv_next_year.insert()
-			jv_next_year.submit()
-
-			# Step 3: book Period Closing Voucher for previous year (FY 2023)
-			closing_account = frappe.db.get_value(
-				"Account",
-				{
-					"company": company,
-					"root_type": "Liability",
-					"is_group": 0,
-					"account_type": ["not in", ["Payable", "Receivable"]],
-				},
-				"name",
-			)
-			fy_2023 = get_fiscal_year("2023-06-15", company=company)
-
-			frappe.db.set_single_value("Accounts Settings", "use_legacy_controller_for_pcv", 1)
-
-			pcv = frappe.get_doc(
-				{
-					"doctype": "Period Closing Voucher",
-					"transaction_date": "2023-12-31",
-					"period_start_date": fy_2023[1],
-					"period_end_date": fy_2023[2],
-					"company": company,
-					"fiscal_year": fy_2023[0],
-					"cost_center": "_Test Cost Center - _TC",
-					"closing_account_head": closing_account,
-					"remarks": "Test Period Closing",
-				}
-			)
-			pcv.insert()
-			pcv.submit()
-			pcv.reload()
-
-			# Run BS report for FY 2024
-			filters = {
-				"company": company,
-				"from_fiscal_year": "2024",
-				"to_fiscal_year": "2024",
-				"period_start_date": "2024-01-01",
-				"period_end_date": "2024-12-31",
-				"filter_based_on": "Date Range",
-				"periodicity": "Yearly",
-				"ignore_closing_entries": True,
-			}
-
-			periods = [{"key": "2024", "from_date": "2024-01-01", "to_date": "2024-12-31"}]
-
-			query_builder = FinancialQueryBuilder(filters, periods)
-			accounts = [
-				frappe._dict({"name": cash_account, "account_name": "Cash", "account_number": "1001"}),
-				frappe._dict(
-					{
-						"name": opening_offset_account,
-						"account_name": "Temporary Opening",
-						"account_number": "1900",
-					}
-				),
-			]
-
-			balances_data = query_builder.fetch_account_balances(accounts)
-			cash_data = balances_data.get(cash_account)
-			offset_data = balances_data.get(opening_offset_account)
-			self.assertIsNotNone(cash_data, "Cash account should exist in results")
-			self.assertIsNotNone(offset_data, "Offset account should exist in results")
-
-			year_2024_cash = cash_data.get_period("2024")
-			year_2024_offset = offset_data.get_period("2024")
-			self.assertIsNotNone(year_2024_cash, "FY 2024 period should exist for cash")
-			self.assertIsNotNone(year_2024_offset, "FY 2024 period should exist for offset")
-
-			# All is_opening JVs (current + next year) roll into FY 2024 opening
-			self.assertEqual(
-				year_2024_cash.opening,
-				8000.0,
-				"FY 2024 cash opening must combine is_opening JVs from current and next year",
-			)
-			self.assertEqual(
-				year_2024_offset.opening,
-				-8000.0,
-				"FY 2024 offset opening must combine is_opening JVs from current and next year",
-			)
-			self.assertEqual(
-				year_2024_cash.movement, 0.0, "Opening JVs must not be counted as period movement"
-			)
-			self.assertEqual(year_2024_cash.closing, 8000.0, "Closing = opening when no non-opening movement")
-
-		finally:
-			frappe.db.set_single_value(
-				"Accounts Settings", "use_legacy_controller_for_pcv", original_pcv_setting or 0
-			)
-
-			if pcv:
-				pcv.reload()
-				if pcv.docstatus == 1:
-					pcv.cancel()
-
-			if jv_next_year and jv_next_year.docstatus == 1:
-				jv_next_year.cancel()
-
-			if jv_current_year and jv_current_year.docstatus == 1:
-				jv_current_year.cancel()
-
-	def test_account_with_gl_entries_but_no_prior_closing_balance(self):
-		company = "_Test Company"
-		cash_account = "_Test Cash - _TC"
-		bank_account = "_Test Bank - _TC"
-
-		# Create journal entries WITHOUT any prior Period Closing Voucher
-		# This ensures the account exists in gl_dict but NOT in balances_data
-		jv = make_journal_entry(
-			account1=cash_account,
-			account2=bank_account,
-			amount=2500,
-			posting_date="2024-07-15",
-			company=company,
-			submit=True,
-		)
-
-		try:
-			# Set up filters - use a period with no prior PCV
-			filters = {
-				"company": company,
-				"from_fiscal_year": "2024",
-				"to_fiscal_year": "2024",
-				"period_start_date": "2024-07-01",
-				"period_end_date": "2024-09-30",
-				"filter_based_on": "Date Range",
-				"periodicity": "Monthly",
-			}
-
-			periods = [
-				{"key": "2024_jul", "from_date": "2024-07-01", "to_date": "2024-07-31"},
-				{"key": "2024_aug", "from_date": "2024-08-01", "to_date": "2024-08-31"},
-				{"key": "2024_sep", "from_date": "2024-09-01", "to_date": "2024-09-30"},
-			]
-
-			query_builder = FinancialQueryBuilder(filters, periods)
-
-			# Use accounts that have GL entries but may not have Account Closing Balance
-			accounts = [
-				frappe._dict({"name": cash_account, "account_name": "Cash", "account_number": "1001"}),
-				frappe._dict({"name": bank_account, "account_name": "Bank", "account_number": "1002"}),
-			]
-
-			balances_data = query_builder.fetch_account_balances(accounts)
-
-			# Verify accounts are present in results even without prior closing balance
-			cash_data = balances_data.get(cash_account)
-			self.assertIsNotNone(cash_data, "Cash account should exist in results")
-
-			bank_data = balances_data.get(bank_account)
-			self.assertIsNotNone(bank_data, "Bank account should exist in results")
-
-			# Verify July has the movement from journal entry
-			jul_cash = cash_data.get_period("2024_jul")
-			self.assertIsNotNone(jul_cash, "July period should exist for cash")
-			self.assertEqual(jul_cash.movement, 2500.0, "July cash movement should be 2500")
-
-			jul_bank = bank_data.get_period("2024_jul")
-			self.assertIsNotNone(jul_bank, "July period should exist for bank")
-			self.assertEqual(jul_bank.movement, -2500.0, "July bank movement should be -2500")
-
-			# Verify subsequent periods exist with zero movement
-			aug_cash = cash_data.get_period("2024_aug")
-			self.assertIsNotNone(aug_cash, "August period should exist for cash")
-			self.assertEqual(aug_cash.movement, 0.0, "August cash movement should be 0")
-			self.assertEqual(aug_cash.opening, jul_cash.closing, "August opening = July closing")
-
-			sep_cash = cash_data.get_period("2024_sep")
-			self.assertIsNotNone(sep_cash, "September period should exist for cash")
-			self.assertEqual(sep_cash.movement, 0.0, "September cash movement should be 0")
-			self.assertEqual(sep_cash.opening, aug_cash.closing, "September opening = August closing")
-
-		finally:
-			jv.cancel()
-
-	def test_pl_pcv_exclusion_and_growth_view_year_over_year(self):
-		"""
-		Sequence:
-		    1. Expense JV 2000 in FY 2024, PCV for FY 2024
-		       → assert FY 2024 movement = 2000 via FinancialQueryBuilder
-		    2. Expense JV 3000 in FY 2025, PCV for FY 2025
-		    3. Run FinancialReportEngine with selected_view="Growth"
-		       → assert col_2024 = 2000 (raw), col_2025 = 50.0 (% growth)
-		"""
-		company = "_Test Company"
-		expense_account = "Administrative Expenses - _TC"
-		bank_account = "_Test Bank - _TC"
-
-		template = None
-		pcv_2024 = None
-		pcv_2025 = None
-		jv_2024 = None
-		jv_2025 = None
-		original_pcv_setting = frappe.db.get_single_value(
-			"Accounts Settings", "use_legacy_controller_for_pcv"
-		)
-
-		try:
-			closing_account = frappe.db.get_value(
-				"Account",
-				{
-					"company": company,
-					"root_type": "Liability",
-					"is_group": 0,
-					"account_type": ["not in", ["Payable", "Receivable"]],
-				},
-				"name",
-			)
-
-			frappe.db.set_single_value("Accounts Settings", "use_legacy_controller_for_pcv", 1)
-
-			accounts = [
-				frappe._dict(
-					{
-						"name": expense_account,
-						"account_name": "Administrative Expenses",
-						"account_number": "5001",
-					}
-				),
-			]
-
-			# --- Step 1: FY 2024 expense + PCV, assert PCV reversal excluded ---
-			jv_2024 = make_journal_entry(
-				account1=expense_account,
-				account2=bank_account,
-				amount=2000,
-				posting_date="2024-06-15",
-				company=company,
-				submit=True,
-			)
-			fy_2024 = get_fiscal_year("2024-06-15", company=company)
-			pcv_2024 = frappe.get_doc(
-				{
-					"doctype": "Period Closing Voucher",
-					"transaction_date": "2024-12-31",
-					"period_start_date": fy_2024[1],
-					"period_end_date": fy_2024[2],
-					"company": company,
-					"fiscal_year": fy_2024[0],
-					"cost_center": "_Test Cost Center - _TC",
-					"closing_account_head": closing_account,
-					"remarks": "Test PCV FY 2024",
-				}
-			)
-			pcv_2024.insert()
-			pcv_2024.submit()
-			pcv_2024.reload()
-
-			builder_2024 = FinancialQueryBuilder(
-				{
-					"company": company,
-					"from_fiscal_year": "2024",
-					"to_fiscal_year": "2024",
-					"period_start_date": "2024-01-01",
-					"period_end_date": "2024-12-31",
-					"filter_based_on": "Date Range",
-					"periodicity": "Yearly",
-				},
-				[{"key": "2024", "from_date": "2024-01-01", "to_date": "2024-12-31"}],
-			)
-			data_2024 = builder_2024.fetch_account_balances(accounts)
-			expense_2024 = data_2024.get(expense_account)
-			self.assertIsNotNone(expense_2024, "Expense account must appear in FY 2024 results")
-			year_2024 = expense_2024.get_period("2024")
-			self.assertEqual(
-				year_2024.movement,
-				2000.0,
-				"FY 2024 expense movement must equal real expense (PCV reversal excluded)",
-			)
-
-			# --- Step 2: FY 2025 expense + PCV ---
-			jv_2025 = make_journal_entry(
-				account1=expense_account,
-				account2=bank_account,
-				amount=3000,
-				posting_date="2025-06-15",
-				company=company,
-				submit=True,
-			)
-			fy_2025 = get_fiscal_year("2025-06-15", company=company)
-			pcv_2025 = frappe.get_doc(
-				{
-					"doctype": "Period Closing Voucher",
-					"transaction_date": "2025-12-31",
-					"period_start_date": fy_2025[1],
-					"period_end_date": fy_2025[2],
-					"company": company,
-					"fiscal_year": fy_2025[0],
-					"cost_center": "_Test Cost Center - _TC",
-					"closing_account_head": closing_account,
-					"remarks": "Test PCV FY 2025",
-				}
-			)
-			pcv_2025.insert()
-			pcv_2025.submit()
-			pcv_2025.reload()
-
-			# --- Step 3: full pipeline with Growth view across both years ---
-			template_name = f"Test Growth Template {frappe.generate_hash()[:8]}"
-			template = frappe.get_doc(
-				{
-					"doctype": "Financial Report Template",
-					"template_name": template_name,
-					"report_type": "Profit and Loss Statement",
-					"rows": [
-						{
-							"reference_code": "EXP_ADMIN",
-							"display_name": "Administrative Expenses",
-							"indentation_level": 0,
-							"data_source": "Account Data",
-							"balance_type": "Closing Balance",
-							"calculation_formula": f'["name", "=", "{expense_account}"]',
-						},
-					],
-				}
-			)
-			template.insert()
-
-			filters = frappe._dict(
-				{
-					"company": company,
-					"report_template": template_name,
-					"from_fiscal_year": fy_2024[0],
-					"to_fiscal_year": fy_2025[0],
-					"period_start_date": "2024-01-01",
-					"period_end_date": "2025-12-31",
-					"filter_based_on": "Date Range",
-					"periodicity": "Yearly",
-					"accumulated_values": 0,
-					"selected_view": "Growth",
-				}
-			)
-
-			_columns, formatted_data, _msg, _chart = FinancialReportEngine().execute(filters)
-
-			expense_row = next(
-				(row for row in formatted_data if row.get("account_name") == "Administrative Expenses"),
-				None,
-			)
-			self.assertIsNotNone(expense_row, "Administrative Expenses row must appear in growth view")
-
-			period_keys = expense_row.get("_segment_info", {}).get("period_keys", [])
-			self.assertEqual(len(period_keys), 2, "Yearly view must yield exactly two periods")
-			first_period_key, second_period_key = period_keys
-
-			# First column: raw absolute value (FY 2024 expense)
-			self.assertEqual(
-				flt(expense_row[first_period_key]),
-				2000.0,
-				"First column in growth view must keep raw FY 2024 expense value",
-			)
-			# Second column: ((3000 - 2000) / 2000) * 100 = 50.0
-			self.assertEqual(
-				flt(expense_row[second_period_key]),
-				50.0,
-				"Second column must be % growth FY 2024 → FY 2025",
-			)
-
-		finally:
-			frappe.db.set_single_value(
-				"Accounts Settings", "use_legacy_controller_for_pcv", original_pcv_setting or 0
-			)
-
-			if pcv_2025:
-				pcv_2025.reload()
-				if pcv_2025.docstatus == 1:
-					pcv_2025.cancel()
-
-			if jv_2025 and jv_2025.docstatus == 1:
-				jv_2025.cancel()
-
-			if pcv_2024:
-				pcv_2024.reload()
-				if pcv_2024.docstatus == 1:
-					pcv_2024.cancel()
-
-			if jv_2024 and jv_2024.docstatus == 1:
-				jv_2024.cancel()
-
-			if template and frappe.db.exists("Financial Report Template", template.name):
-				frappe.delete_doc("Financial Report Template", template.name, force=1)

erpnext/accounts/doctype/financial_report_template/test_financial_report_template.py

@@ -2,24 +2,29 @@
 # For license information, please see license.txt
 
 import frappe
+from frappe.tests import IntegrationTestCase
+from frappe.tests.utils import make_test_records
 
-from erpnext.tests.utils import ERPNextTestSuite
+# On IntegrationTestCase, the doctype test records and all
+# link-field test record dependencies are recursively loaded
+# Use these module variables to add/remove to/from that list
+EXTRA_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
+IGNORE_TEST_RECORD_DEPENDENCIES = []  # eg. ["User"]
 
 
-class FinancialReportTemplateTestCase(ERPNextTestSuite):
+class TestFinancialReportTemplate(IntegrationTestCase):
+	pass
+
+
+class FinancialReportTemplateTestCase(IntegrationTestCase):
 	"""Utility class with common setup and helper methods for all test classes"""
 
-	def cancel_docs(self, docs):
-		"""Cancel submitted docs in reverse creation order to avoid dependency issues."""
-		for doc in reversed(docs):
-			if doc:
-				doc.reload()
-				if doc.docstatus == 1:
-					doc.cancel()
-
-	def setUp(self):
+	@classmethod
+	def setUpClass(cls):
 		"""Set up test data"""
-		self.create_test_template()
+		make_test_records("Company")
+		make_test_records("Fiscal Year")
+		cls.create_test_template()
 
 	@classmethod
 	def create_test_template(cls):

erpnext/accounts/doctype/fiscal_year/fiscal_year.py

@@ -4,7 +4,7 @@
 
 import frappe
 from dateutil.relativedelta import relativedelta
-from frappe import _, cint
+from frappe import _
 from frappe.model.document import Document
 from frappe.utils import add_days, add_years, cstr, getdate
 
@@ -33,11 +33,23 @@ class FiscalYear(Document):
 		self.validate_dates()
 		self.validate_overlap()
 
-	def on_update(self):
-		frappe.cache().delete_key("fiscal_years")
+		if not self.is_new():
+			year_start_end_dates = frappe.db.sql(
+				"""select year_start_date, year_end_date
+				from `tabFiscal Year` where name=%s""",
+				(self.name),
+			)
 
-	def on_trash(self):
-		frappe.cache().delete_key("fiscal_years")
+			if year_start_end_dates:
+				if (
+					getdate(self.year_start_date) != year_start_end_dates[0][0]
+					or getdate(self.year_end_date) != year_start_end_dates[0][1]
+				):
+					frappe.throw(
+						_(
+							"Cannot change Fiscal Year Start Date and Fiscal Year End Date once the Fiscal Year is saved."
+						)
+					)
 
 	def validate_dates(self):
 		self.validate_from_to_dates("year_start_date", "year_end_date")
@@ -54,20 +66,28 @@ class FiscalYear(Document):
 				frappe.exceptions.InvalidDates,
 			)
 
+	def on_update(self):
+		check_duplicate_fiscal_year(self)
+		frappe.cache().delete_value("fiscal_years")
+
+	def on_trash(self):
+		frappe.cache().delete_value("fiscal_years")
+
 	def validate_overlap(self):
-		fy = frappe.qb.DocType("Fiscal Year")
-
-		name = self.name or self.year
-
-		existing_fiscal_years = (
-			frappe.qb.from_(fy)
-			.select(fy.name)
-			.where(
-				(fy.year_start_date <= self.year_end_date)
-				& (fy.year_end_date >= self.year_start_date)
-				& (fy.name != name)
-			)
-			.run(as_dict=True)
+		existing_fiscal_years = frappe.db.sql(
+			"""select name from `tabFiscal Year`
+			where (
+				(%(year_start_date)s between year_start_date and year_end_date)
+				or (%(year_end_date)s between year_start_date and year_end_date)
+				or (year_start_date between %(year_start_date)s and %(year_end_date)s)
+				or (year_end_date between %(year_start_date)s and %(year_end_date)s)
+			) and name!=%(name)s""",
+			{
+				"year_start_date": self.year_start_date,
+				"year_end_date": self.year_end_date,
+				"name": self.name or "No Name",
+			},
+			as_dict=True,
 		)
 
 		if existing_fiscal_years:
@@ -90,30 +110,37 @@ class FiscalYear(Document):
 					frappe.throw(
 						_(
 							"Year start date or end date is overlapping with {0}. To avoid please set company"
-						).format(frappe.get_desk_link("Fiscal Year", existing.name, open_in_new_tab=True)),
+						).format(existing.name),
 						frappe.NameError,
 					)
 
 
-def auto_create_fiscal_year():
-	fy = frappe.qb.DocType("Fiscal Year")
-
-	# Skipped auto-creating Short Year, as it has very rare use case.
-	# Reference: https://www.irs.gov/businesses/small-businesses-self-employed/tax-years (US)
-	follow_up_date = add_days(getdate(), days=3)
-	fiscal_year = (
-		frappe.qb.from_(fy)
-		.select(fy.name)
-		.where((fy.year_end_date == follow_up_date) & (fy.is_short_year == 0))
-		.run()
+@frappe.whitelist()
+def check_duplicate_fiscal_year(doc):
+	year_start_end_dates = frappe.db.sql(
+		"""select name, year_start_date, year_end_date from `tabFiscal Year` where name!=%s""",
+		(doc.name),
 	)
+	for fiscal_year, ysd, yed in year_start_end_dates:
+		if (getdate(doc.year_start_date) == ysd and getdate(doc.year_end_date) == yed) and (
+			not frappe.in_test
+		):
+			frappe.throw(
+				_(
+					"Fiscal Year Start Date and Fiscal Year End Date are already set in Fiscal Year {0}"
+				).format(fiscal_year)
+			)
 
-	for d in fiscal_year:
+
+@frappe.whitelist()
+def auto_create_fiscal_year():
+	for d in frappe.db.sql(
+		"""select name from `tabFiscal Year` where year_end_date = date_add(current_date, interval 3 day)"""
+	):
 		try:
 			current_fy = frappe.get_doc("Fiscal Year", d[0])
 
-			new_fy = frappe.new_doc("Fiscal Year")
-			new_fy.disabled = cint(current_fy.disabled)
+			new_fy = frappe.copy_doc(current_fy, ignore_no_copy=False)
 
 			new_fy.year_start_date = add_days(current_fy.year_end_date, 1)
 			new_fy.year_end_date = add_years(current_fy.year_end_date, 1)
@@ -121,10 +148,6 @@ def auto_create_fiscal_year():
 			start_year = cstr(new_fy.year_start_date.year)
 			end_year = cstr(new_fy.year_end_date.year)
 			new_fy.year = start_year if start_year == end_year else (start_year + "-" + end_year)
-
-			for row in current_fy.companies:
-				new_fy.append("companies", {"company": row.company})
-
 			new_fy.auto_created = 1
 
 			new_fy.insert(ignore_permissions=True)

erpnext/accounts/doctype/fiscal_year/test_fiscal_year.py

@@ -1,14 +1,14 @@
 # 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 now_datetime
 
-from erpnext.tests.utils import ERPNextTestSuite
+IGNORE_TEST_RECORD_DEPENDENCIES = ["Company"]
 
 
-class TestFiscalYear(ERPNextTestSuite):
+class TestFiscalYear(IntegrationTestCase):
 	def test_extra_year(self):
 		if frappe.db.exists("Fiscal Year", "_Test Fiscal Year 2000"):
 			frappe.delete_doc("Fiscal Year", "_Test Fiscal Year 2000")