chore(release): Bumped to Version 16.7.3

## [16.7.3](https://github.com/frappe/erpnext/compare/v16.7.2...v16.7.3) (2026-02-26)

### Bug Fixes

* **payment entry:** round unallocated amount ([e7e5285](e7e52851d6))

erpnext/__init__.py

@@ -6,7 +6,7 @@ import frappe
 from frappe.model.document import Document
 from frappe.utils.user import is_website_user
 
-__version__ = "16.4.1"
+__version__ = "16.7.3"
 
 
 def get_default_company(user=None):

erpnext/accounts/doctype/accounts_settings/accounts_settings.json

@@ -20,6 +20,10 @@
   "enable_common_party_accounting",
   "allow_multi_currency_invoices_against_single_party_account",
   "confirm_before_resetting_posting_date",
+  "analytics_section",
+  "enable_accounting_dimensions",
+  "column_break_vtnr",
+  "enable_discounts_and_margin",
   "journals_section",
   "merge_similar_account_heads",
   "deferred_accounting_settings_section",
@@ -51,12 +55,16 @@
   "allow_pegged_currencies_exchange_rates",
   "column_break_yuug",
   "stale_days",
+  "payments_tab",
   "section_break_jpd0",
   "auto_reconcile_payments",
   "auto_reconciliation_job_trigger",
   "reconciliation_queue_size",
   "column_break_resa",
   "exchange_gain_loss_posting_date",
+  "payment_options_section",
+  "enable_loyalty_point_program",
+  "column_break_ctam",
   "invoicing_settings_tab",
   "accounts_transactions_settings_section",
   "over_billing_allowance",
@@ -281,7 +289,7 @@
   },
   {
    "default": "0",
-   "description": "Learn about <a href=\"https://docs.frappe.io/erpnext/user/manual/en/common_party_accounting\">Common Party</a>",
+   "description": "Learn about <a href=\"https://docs.frappe.io/erpnext/user/manual/en/common_party_accounting\" rel=\"noopener noreferrer\">Common Party</a>",
    "fieldname": "enable_common_party_accounting",
    "fieldtype": "Check",
    "label": "Enable Common Party Accounting"
@@ -637,16 +645,59 @@
    "fieldname": "budget_section",
    "fieldtype": "Section Break",
    "label": "Budget"
+  },
+  {
+   "fieldname": "analytics_section",
+   "fieldtype": "Section Break",
+   "label": "Analytical Accounting"
+  },
+  {
+   "fieldname": "column_break_vtnr",
+   "fieldtype": "Column Break"
+  },
+  {
+   "default": "0",
+   "description": "Apply discounts and margins on products",
+   "fieldname": "enable_discounts_and_margin",
+   "fieldtype": "Check",
+   "label": "Enable Discounts and Margin"
+  },
+  {
+   "fieldname": "payments_tab",
+   "fieldtype": "Tab Break",
+   "label": "Payments"
+  },
+  {
+   "fieldname": "payment_options_section",
+   "fieldtype": "Section Break",
+   "label": "Payment Options"
+  },
+  {
+   "default": "0",
+   "fieldname": "enable_loyalty_point_program",
+   "fieldtype": "Check",
+   "label": "Enable Loyalty Point Program"
+  },
+  {
+   "fieldname": "column_break_ctam",
+   "fieldtype": "Column Break"
+  },
+  {
+   "default": "0",
+   "description": "Enable cost center, projects and other custom accounting dimensions",
+   "fieldname": "enable_accounting_dimensions",
+   "fieldtype": "Check",
+   "label": "Enable Accounting Dimensions"
   }
  ],
  "grid_page_length": 50,
- "hide_toolbar": 1,
+ "hide_toolbar": 0,
  "icon": "icon-cog",
  "idx": 1,
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2026-01-11 18:30:45.968531",
+ "modified": "2026-02-04 17:15:38.609327",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Accounts Settings",

erpnext/accounts/doctype/accounts_settings/accounts_settings.py

@@ -12,6 +12,28 @@ from frappe.utils import cint
 
 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
@@ -43,9 +65,12 @@ 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
 		exchange_gain_loss_posting_date: DF.Literal["Invoice", "Payment", "Reconciliation Date"]
 		fetch_valuation_rate_for_internal_transaction: DF.Check
@@ -98,6 +123,18 @@ 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 clear_cache:
 			frappe.clear_cache()
 
@@ -154,3 +191,36 @@ class AccountsSettings(Document):
 
 		frappe.db.sql(f"drop procedure if exists {InitSQLProceduresForAR.init_procedure_name}")
 		frappe.db.sql(f"drop procedure if exists {InitSQLProceduresForAR.allocate_procedure_name}")
+
+
+def toggle_accounting_dimension_sections(hide):
+	accounting_dimension_doctypes = frappe.get_hooks("accounting_dimension_doctypes")
+	for doctype in accounting_dimension_doctypes:
+		create_property_setter_for_hiding_field(doctype, "accounting_dimensions_section", hide)
+
+
+def toggle_sales_discount_section(hide):
+	for doctype in SELLING_DOCTYPES + BUYING_DOCTYPES:
+		meta = frappe.get_meta(doctype)
+		if meta.has_field("additional_discount_section"):
+			create_property_setter_for_hiding_field(doctype, "additional_discount_section", hide)
+		if meta.has_field("discount_and_margin"):
+			create_property_setter_for_hiding_field(doctype, "discount_and_margin", hide)
+
+
+def toggle_loyalty_point_program_section(hide):
+	for doctype in SELLING_DOCTYPES:
+		meta = frappe.get_meta(doctype)
+		if meta.has_field("loyalty_points_redemption"):
+			create_property_setter_for_hiding_field(doctype, "loyalty_points_redemption", hide)
+
+
+def create_property_setter_for_hiding_field(doctype, field_name, hide):
+	make_property_setter(
+		doctype,
+		field_name,
+		"hidden",
+		hide,
+		"Check",
+		validate_fields_for_doctype=False,
+	)

erpnext/accounts/doctype/advance_payment_ledger_entry/advance_payment_ledger_entry.json

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

erpnext/accounts/doctype/bank_transaction/bank_transaction.py

@@ -139,6 +139,8 @@ 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)
 
@@ -373,11 +375,12 @@ 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/financial_report_template/financial_report_engine.py

@@ -15,7 +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 pypika.terms import LiteralValue
+from pypika.terms import Bracket, LiteralValue
 
 from erpnext import get_company_currency
 from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
@@ -541,7 +541,7 @@ class FinancialQueryBuilder:
 			.where(acb_table.period_closing_voucher == closing_voucher)
 		)
 
-		query = self._apply_standard_filters(query, acb_table)
+		query = self._apply_standard_filters(query, acb_table, "Account Closing Balance")
 		results = self._execute_with_permissions(query, "Account Closing Balance")
 
 		for row in results:
@@ -636,12 +636,15 @@ class FinancialQueryBuilder:
 		return self._execute_with_permissions(query, "GL Entry")
 
 	def _calculate_running_balances(self, balances_data: dict, gl_data: list[dict]) -> dict:
-		for row in gl_data:
-			account = row["account"]
+		gl_dict = {row["account"]: row for row in gl_data}
+		accounts = set(balances_data.keys()) | set(gl_dict.keys())
+
+		for account in accounts:
 			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"])
@@ -651,20 +654,13 @@ class FinancialQueryBuilder:
 
 			for period in self.periods:
 				period_key = period["key"]
-				movement = row.get(period_key, 0.0)
+				movement = gl_movement.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
@@ -683,12 +679,12 @@ class FinancialQueryBuilder:
 			else:
 				account_data.unaccumulate_values()
 
-	def _apply_standard_filters(self, query, table):
+	def _apply_standard_filters(self, query, table, doctype: str = "GL Entry"):
 		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:
+			if doctype == "GL Entry":
 				query = query.where(table.voucher_type != "Period Closing Voucher")
+			else:
+				query = query.where(table.is_period_closing_voucher_entry == 0)
 
 		if self.filters.get("project"):
 			projects = self.filters.get("project")
@@ -736,7 +732,7 @@ class FinancialQueryBuilder:
 		user_conditions = build_match_conditions(doctype)
 
 		if user_conditions:
-			query = query.where(LiteralValue(user_conditions))
+			query = query.where(Bracket(LiteralValue(user_conditions)))
 
 		return query.run(as_dict=True)
 

erpnext/accounts/doctype/financial_report_template/test_financial_report_engine.py

@@ -16,7 +16,8 @@ from erpnext.accounts.doctype.financial_report_template.financial_report_engine
 from erpnext.accounts.doctype.financial_report_template.test_financial_report_template import (
 	FinancialReportTemplateTestCase,
 )
-from erpnext.accounts.utils import get_currency_precision
+from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
+from erpnext.accounts.utils import get_currency_precision, get_fiscal_year
 
 # On IntegrationTestCase, the doctype test records and all
 # link-field test record dependencies are recursively loaded
@@ -1672,3 +1673,360 @@ 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()
+
+	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()

erpnext/accounts/doctype/fiscal_year/fiscal_year.py

@@ -4,7 +4,7 @@
 
 import frappe
 from dateutil.relativedelta import relativedelta
-from frappe import _
+from frappe import _, cint
 from frappe.model.document import Document
 from frappe.utils import add_days, add_years, cstr, getdate
 
@@ -33,24 +33,6 @@ class FiscalYear(Document):
 		self.validate_dates()
 		self.validate_overlap()
 
-		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),
-			)
-
-			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")
 		if self.is_short_year:
@@ -66,28 +48,20 @@ 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):
-		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,
+		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)
 		)
 
 		if existing_fiscal_years:
@@ -110,37 +84,30 @@ class FiscalYear(Document):
 					frappe.throw(
 						_(
 							"Year start date or end date is overlapping with {0}. To avoid please set company"
-						).format(existing.name),
+						).format(frappe.get_desk_link("Fiscal Year", existing.name, open_in_new_tab=True)),
 						frappe.NameError,
 					)
 
 
-@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)
-			)
-
-
-@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)"""
-	):
+	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()
+	)
+
+	for d in fiscal_year:
 		try:
 			current_fy = frappe.get_doc("Fiscal Year", d[0])
 
-			new_fy = frappe.copy_doc(current_fy, ignore_no_copy=False)
+			new_fy = frappe.new_doc("Fiscal Year")
+			new_fy.disabled = cint(current_fy.disabled)
 
 			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)
@@ -148,6 +115,10 @@ 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_company/fiscal_year_company.json

@@ -15,20 +15,22 @@
    "ignore_user_permissions": 1,
    "in_list_view": 1,
    "label": "Company",
-   "options": "Company"
+   "options": "Company",
+   "reqd": 1
   }
  ],
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2024-03-27 13:09:44.659251",
+ "modified": "2026-02-20 23:02:26.193606",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Fiscal Year Company",
  "owner": "Administrator",
  "permissions": [],
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/fiscal_year_company/fiscal_year_company.py

@@ -14,7 +14,7 @@ class FiscalYearCompany(Document):
 	if TYPE_CHECKING:
 		from frappe.types import DF
 
-		company: DF.Link | None
+		company: DF.Link
 		parent: DF.Data
 		parentfield: DF.Data
 		parenttype: DF.Data

erpnext/accounts/doctype/journal_entry/journal_entry.js

@@ -277,7 +277,21 @@ frappe.ui.form.on("Journal Entry", {
 var update_jv_details = function (doc, r) {
 	$.each(r, function (i, d) {
 		var row = frappe.model.add_child(doc, "Journal Entry Account", "accounts");
-		frappe.model.set_value(row.doctype, row.name, "account", d.account);
+		const {
+			idx,
+			name,
+			owner,
+			parent,
+			parenttype,
+			parentfield,
+			creation,
+			modified,
+			modified_by,
+			doctype,
+			docstatus,
+			...fields
+		} = d;
+		frappe.model.set_value(row.doctype, row.name, fields);
 	});
 	refresh_field("accounts");
 };

erpnext/accounts/doctype/journal_entry/journal_entry.json

@@ -9,6 +9,7 @@
  "engine": "InnoDB",
  "field_order": [
   "entry_type_and_date",
+  "company",
   "is_system_generated",
   "title",
   "voucher_type",
@@ -17,7 +18,6 @@
   "reversal_of",
   "column_break1",
   "from_template",
-  "company",
   "posting_date",
   "finance_book",
   "apply_tds",
@@ -638,7 +638,7 @@
    "table_fieldname": "payment_entries"
   }
  ],
- "modified": "2025-11-13 17:54:14.542903",
+ "modified": "2026-02-03 14:40:39.944524",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Journal Entry",

erpnext/accounts/doctype/journal_entry/journal_entry.py

@@ -74,8 +74,8 @@ class JournalEntry(AccountsController):
 		mode_of_payment: DF.Link | None
 		multi_currency: DF.Check
 		naming_series: DF.Literal["ACC-JV-.YYYY.-"]
-		party_not_required: DF.Check
 		override_tax_withholding_entries: DF.Check
+		party_not_required: DF.Check
 		pay_to_recd_from: DF.Data | None
 		payment_order: DF.Link | None
 		periodic_entry_difference_account: DF.Link | None

erpnext/accounts/doctype/journal_entry_account/journal_entry_account.json

@@ -185,7 +185,7 @@
    "fieldtype": "Select",
    "label": "Reference Type",
    "no_copy": 1,
-   "options": "\nSales Invoice\nPurchase Invoice\nJournal Entry\nSales Order\nPurchase Order\nExpense Claim\nAsset\nLoan\nPayroll Entry\nEmployee Advance\nExchange Rate Revaluation\nInvoice Discounting\nFees\nFull and Final Statement\nPayment Entry",
+   "options": "\nSales Invoice\nPurchase Invoice\nJournal Entry\nSales Order\nPurchase Order\nExpense Claim\nAsset\nLoan\nPayroll Entry\nEmployee Advance\nExchange Rate Revaluation\nInvoice Discounting\nFees\nFull and Final Statement\nPayment Entry\nBank Transaction",
    "search_index": 1
   },
   {
@@ -198,7 +198,7 @@
    "search_index": 1
   },
   {
-   "depends_on": "eval:doc.reference_type&&!in_list(doc.reference_type, ['Expense Claim', 'Asset', 'Employee Loan', 'Employee Advance'])",
+   "depends_on": "eval:doc.reference_type&&!in_list(doc.reference_type, ['Expense Claim', 'Asset', 'Employee Loan', 'Employee Advance', 'Bank Transaction'])",
    "fieldname": "reference_due_date",
    "fieldtype": "Date",
    "label": "Reference Due Date",
@@ -294,7 +294,7 @@
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-11-27 12:23:33.157655",
+ "modified": "2026-02-19 17:01:22.642454",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Journal Entry Account",

erpnext/accounts/doctype/journal_entry_account/journal_entry_account.py

@@ -55,6 +55,7 @@ class JournalEntryAccount(Document):
 			"Fees",
 			"Full and Final Statement",
 			"Payment Entry",
+			"Bank Transaction",
 		]
 		user_remark: DF.SmallText | None
 	# end: auto-generated types

erpnext/accounts/doctype/journal_entry_template/journal_entry_template.js

@@ -3,6 +3,7 @@
 
 frappe.ui.form.on("Journal Entry Template", {
 	onload: function (frm) {
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
 		if (frm.is_new()) {
 			frappe.call({
 				type: "GET",
@@ -37,6 +38,31 @@ frappe.ui.form.on("Journal Entry Template", {
 
 			return { filters: filters };
 		});
+
+		frm.set_query("project", "accounts", function (doc, cdt, cdn) {
+			let row = frappe.get_doc(cdt, cdn);
+			let filters = {
+				company: doc.company,
+			};
+			if (row.party_type == "Customer") {
+				filters.customer = row.party;
+			}
+			return {
+				query: "erpnext.controllers.queries.get_project_name",
+				filters,
+			};
+		});
+
+		frm.set_query("party_type", "accounts", function (doc, cdt, cdn) {
+			const row = locals[cdt][cdn];
+
+			return {
+				query: "erpnext.setup.doctype.party_type.party_type.get_party_type",
+				filters: {
+					account: row.account,
+				},
+			};
+		});
 	},
 	voucher_type: function (frm) {
 		var add_accounts = function (doc, r) {

erpnext/accounts/doctype/journal_entry_template/journal_entry_template.py

@@ -3,6 +3,7 @@
 
 
 import frappe
+from frappe import _
 from frappe.model.document import Document
 
 
@@ -42,7 +43,29 @@ class JournalEntryTemplate(Document):
 		]
 	# end: auto-generated types
 
-	pass
+	def validate(self):
+		self.validate_party()
+
+	def validate_party(self):
+		"""
+		Loop over all accounts and see if party and party type is set correctly
+		"""
+		for account in self.accounts:
+			if account.party_type:
+				account_type = frappe.get_cached_value("Account", account.account, "account_type")
+				if account_type not in ["Receivable", "Payable"]:
+					frappe.throw(
+						_(
+							"Check row {0} for account {1}: Party Type is only allowed for Receivable or Payable accounts"
+						).format(account.idx, account.account)
+					)
+
+			if account.party and not account.party_type:
+				frappe.throw(
+					_("Check row {0} for account {1}: Party is only allowed if Party Type is set").format(
+						account.idx, account.account
+					)
+				)
 
 
 @frappe.whitelist()

erpnext/accounts/doctype/journal_entry_template_account/journal_entry_template_account.json

@@ -5,7 +5,13 @@
  "editable_grid": 1,
  "engine": "InnoDB",
  "field_order": [
-  "account"
+  "account",
+  "party_type",
+  "party",
+  "accounting_dimensions_section",
+  "cost_center",
+  "dimension_col_break",
+  "project"
  ],
  "fields": [
   {
@@ -15,18 +21,55 @@
    "label": "Account",
    "options": "Account",
    "reqd": 1
+  },
+  {
+   "fieldname": "party_type",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Party Type",
+   "options": "DocType"
+  },
+  {
+   "fieldname": "party",
+   "fieldtype": "Dynamic Link",
+   "in_list_view": 1,
+   "label": "Party",
+   "options": "party_type"
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "accounting_dimensions_section",
+   "fieldtype": "Section Break",
+   "label": "Accounting Dimensions"
+  },
+  {
+   "fieldname": "cost_center",
+   "fieldtype": "Link",
+   "label": "Cost Center",
+   "options": "Cost Center"
+  },
+  {
+   "fieldname": "project",
+   "fieldtype": "Link",
+   "label": "Project",
+   "options": "Project"
+  },
+  {
+   "fieldname": "dimension_col_break",
+   "fieldtype": "Column Break"
   }
  ],
  "istable": 1,
  "links": [],
- "modified": "2024-03-27 13:09:58.986448",
+ "modified": "2026-01-09 13:16:27.615083",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Journal Entry Template Account",
  "owner": "Administrator",
  "permissions": [],
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/journal_entry_template_account/journal_entry_template_account.py

@@ -16,9 +16,13 @@ class JournalEntryTemplateAccount(Document):
 		from frappe.types import DF
 
 		account: DF.Link
+		cost_center: DF.Link | None
 		parent: DF.Data
 		parentfield: DF.Data
 		parenttype: DF.Data
+		party: DF.DynamicLink | None
+		party_type: DF.Link | None
+		project: DF.Link | None
 	# end: auto-generated types
 
 	pass

erpnext/accounts/doctype/payment_entry/payment_entry.js

@@ -512,12 +512,16 @@ frappe.ui.form.on("Payment Entry", {
 			frm.set_value("contact_email", "");
 			frm.set_value("contact_person", "");
 		}
+
 		if (frm.doc.payment_type && frm.doc.party_type && frm.doc.party && frm.doc.company) {
 			if (!frm.doc.posting_date) {
 				frappe.msgprint(__("Please select Posting Date before selecting Party"));
 				frm.set_value("party", "");
 				return;
 			}
+
+			erpnext.utils.get_employee_contact_details(frm);
+
 			frm.set_party_account_based_on_party = true;
 
 			let company_currency = frappe.get_doc(":Company", frm.doc.company).default_currency;
@@ -1450,16 +1454,15 @@ frappe.ui.form.on("Payment Entry", {
 			callback: function (r) {
 				if (!r.exc && r.message) {
 					// set taxes table
-					if (r.message) {
-						for (let tax of r.message) {
-							if (tax.charge_type === "On Net Total") {
-								tax.charge_type = "On Paid Amount";
-							}
-							frm.add_child("taxes", tax);
+					let taxes = r.message;
+					taxes.forEach((tax) => {
+						if (tax.charge_type === "On Net Total") {
+							tax.charge_type = "On Paid Amount";
 						}
-						frm.events.apply_taxes(frm);
-						frm.events.set_unallocated_amount(frm);
-					}
+					});
+					frm.set_value("taxes", taxes);
+					frm.events.apply_taxes(frm);
+					frm.events.set_unallocated_amount(frm);
 				}
 			},
 		});

erpnext/accounts/doctype/payment_entry/payment_entry.json

@@ -701,7 +701,6 @@
    "fetch_from": "company.book_advance_payments_in_separate_party_account",
    "fieldname": "book_advance_payments_in_separate_party_account",
    "fieldtype": "Check",
-   "hidden": 1,
    "label": "Book Advance Payments in Separate Party Account",
    "no_copy": 1,
    "read_only": 1
@@ -793,7 +792,7 @@
    "table_fieldname": "payment_entries"
   }
  ],
- "modified": "2025-12-18 13:56:40.206038",
+ "modified": "2026-02-03 16:08:49.800381",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Payment Entry",

erpnext/accounts/doctype/payment_entry/payment_entry.py

@@ -1082,20 +1082,32 @@ class PaymentEntry(AccountsController):
 			self.base_paid_amount + deductions_to_consider
 		):
 			self.unallocated_amount = (
-				self.base_paid_amount
-				+ deductions_to_consider
-				- self.base_total_allocated_amount
-				- included_taxes
-			) / self.source_exchange_rate
+				flt(
+					(
+						self.base_paid_amount
+						+ deductions_to_consider
+						- self.base_total_allocated_amount
+						- included_taxes
+					),
+					self.precision("unallocated_amount"),
+				)
+				/ self.source_exchange_rate
+			)
 		elif self.payment_type == "Pay" and self.base_total_allocated_amount < (
 			self.base_received_amount - deductions_to_consider
 		):
 			self.unallocated_amount = (
-				self.base_received_amount
-				- deductions_to_consider
-				- self.base_total_allocated_amount
-				- included_taxes
-			) / self.target_exchange_rate
+				flt(
+					(
+						self.base_received_amount
+						- deductions_to_consider
+						- self.base_total_allocated_amount
+						- included_taxes
+					),
+					self.precision("unallocated_amount"),
+				)
+				/ self.target_exchange_rate
+			)
 
 	def set_exchange_gain_loss(self):
 		exchange_gain_loss = flt(

erpnext/accounts/doctype/payment_reference/payment_reference.json

@@ -0,0 +1,88 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2025-12-02 17:50:08.648006",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "payment_term",
+  "column_break_lnjp",
+  "payment_schedule",
+  "section_break_fjhh",
+  "description",
+  "section_break_mjlv",
+  "due_date",
+  "column_break_qghl",
+  "amount"
+ ],
+ "fields": [
+  {
+   "fieldname": "payment_term",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Payment Term",
+   "options": "Payment Term"
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "section_break_fjhh",
+   "fieldtype": "Section Break",
+   "label": "Description"
+  },
+  {
+   "fieldname": "description",
+   "fieldtype": "Small Text",
+   "in_list_view": 1,
+   "label": "Description"
+  },
+  {
+   "fieldname": "section_break_mjlv",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "due_date",
+   "fieldtype": "Date",
+   "in_list_view": 1,
+   "label": "Due Date"
+  },
+  {
+   "fieldname": "column_break_qghl",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "amount",
+   "fieldtype": "Currency",
+   "in_list_view": 1,
+   "label": "Amount",
+   "precision": "2"
+  },
+  {
+   "fieldname": "column_break_lnjp",
+   "fieldtype": "Column Break"
+  },
+  {
+   "allow_on_submit": 1,
+   "fieldname": "payment_schedule",
+   "fieldtype": "Link",
+   "label": "Payment Schedule",
+   "options": "Payment Schedule",
+   "read_only": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2026-01-19 02:21:36.455830",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Payment Reference",
+ "owner": "Administrator",
+ "permissions": [],
+ "row_format": "Dynamic",
+ "rows_threshold_for_grid_search": 20,
+ "sort_field": "creation",
+ "sort_order": "DESC",
+ "states": []
+}

erpnext/accounts/doctype/payment_reference/payment_reference.py

@@ -0,0 +1,27 @@
+# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+# import frappe
+from frappe.model.document import Document
+
+
+class PaymentReference(Document):
+	# begin: auto-generated types
+	# This code is auto-generated. Do not modify anything in this block.
+
+	from typing import TYPE_CHECKING
+
+	if TYPE_CHECKING:
+		from frappe.types import DF
+
+		amount: DF.Currency
+		description: DF.SmallText | None
+		due_date: DF.Date | None
+		parent: DF.Data
+		parentfield: DF.Data
+		parenttype: DF.Data
+		payment_schedule: DF.Link | None
+		payment_term: DF.Link | None
+	# end: auto-generated types
+
+	pass

erpnext/accounts/doctype/payment_request/payment_request.js

@@ -105,3 +105,29 @@ frappe.ui.form.on("Payment Request", "is_a_subscription", function (frm) {
 		});
 	}
 });
+
+frappe.ui.form.on("Payment Request", "calculate_total_amount_by_selected_rows", function (frm) {
+	if (frm.doc.docstatus !== 0) {
+		frappe.msgprint(__("Cannot fetch selected rows for submitted Payment Request"));
+		return;
+	}
+	const selected = frm.get_selected()?.payment_reference || [];
+	if (!selected.length) {
+		frappe.throw(__("No rows selected"));
+	}
+	let total = 0;
+	selected.forEach((name) => {
+		const row = frm.doc.payment_reference.find((d) => d.name === name);
+		if (row) {
+			row.manually_selected = 1;
+
+			total += row.amount;
+		}
+	});
+	frm.doc.payment_reference.forEach((row) => {
+		row.auto_selected = 0;
+	});
+	frm.set_value("grand_total", total);
+	frm.refresh_field("grand_total");
+	frm.save();
+});

erpnext/accounts/doctype/payment_request/payment_request.json

@@ -19,6 +19,8 @@
   "column_break_4",
   "reference_doctype",
   "reference_name",
+  "payment_reference_section",
+  "payment_reference",
   "transaction_details",
   "grand_total",
   "currency",
@@ -157,6 +159,7 @@
    "label": "Amount",
    "non_negative": 1,
    "options": "currency",
+   "read_only_depends_on": "eval:doc.payment_reference.length>0",
    "reqd": 1
   },
   {
@@ -457,6 +460,17 @@
    "fieldname": "phone_number",
    "fieldtype": "Data",
    "label": "Phone Number"
+  },
+  {
+   "fieldname": "payment_reference_section",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "payment_reference",
+   "fieldtype": "Table",
+   "label": "Payment Reference",
+   "options": "Payment Reference",
+   "read_only": 1
   }
  ],
  "grid_page_length": 50,
@@ -464,7 +478,7 @@
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2025-08-29 11:52:48.555415",
+ "modified": "2026-01-13 12:53:00.963274",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Payment Request",

erpnext/accounts/doctype/payment_request/payment_request.py

@@ -45,6 +45,7 @@ class PaymentRequest(Document):
 	if TYPE_CHECKING:
 		from frappe.types import DF
 
+		from erpnext.accounts.doctype.payment_reference.payment_reference import PaymentReference
 		from erpnext.accounts.doctype.subscription_plan_detail.subscription_plan_detail import (
 			SubscriptionPlanDetail,
 		)
@@ -78,6 +79,7 @@ class PaymentRequest(Document):
 		payment_gateway: DF.ReadOnly | None
 		payment_gateway_account: DF.Link | None
 		payment_order: DF.Link | None
+		payment_reference: DF.Table[PaymentReference]
 		payment_request_type: DF.Literal["Outward", "Inward"]
 		payment_url: DF.Data | None
 		phone_number: DF.Data | None
@@ -109,15 +111,36 @@ class PaymentRequest(Document):
 		if self.get("__islocal"):
 			self.status = "Draft"
 		self.validate_reference_document()
+		self.validate_against_payment_reference()
 		self.validate_payment_request_amount()
 		# self.validate_currency()
 		self.validate_subscription_details()
 
+	def validate_against_payment_reference(self):
+		if not self.payment_reference:
+			return
+
+		expected = sum(flt(r.amount) for r in self.payment_reference)
+		if flt(expected, self.precision("grand_total")) != flt(self.grand_total):
+			frappe.throw(_("Grand Total must match sum of Payment References"))
+
+		seen = set()
+		for r in self.payment_reference:
+			if not r.payment_schedule:
+				continue  # legacy mode → skip
+
+			if r.payment_schedule in seen:
+				frappe.throw(_("Duplicate Payment Schedule selected"))
+
+			seen.add(r.payment_schedule)
+
 	def validate_reference_document(self):
 		if not self.reference_doctype or not self.reference_name:
 			frappe.throw(_("To create a Payment Request reference document is required"))
 
 	def validate_payment_request_amount(self):
+		if self.payment_reference:
+			return
 		if self.grand_total == 0:
 			frappe.throw(
 				_("{0} cannot be zero").format(self.get_label_from_fieldname("grand_total")),
@@ -535,7 +558,7 @@ class PaymentRequest(Document):
 				row_number += TO_SKIP_NEW_ROW
 
 
-@frappe.whitelist(allow_guest=True)
+@frappe.whitelist()
 def make_payment_request(**args):
 	"""Make payment request"""
 
@@ -546,12 +569,69 @@ def make_payment_request(**args):
 	if args.dn and not isinstance(args.dn, str):
 		frappe.throw(_("Invalid parameter. 'dn' should be of type str"))
 
+	frappe.has_permission("Payment Request", "create", throw=True)
+	frappe.has_permission(args.dt, "read", args.dn, throw=True)
+
 	ref_doc = args.ref_doc or frappe.get_doc(args.dt, args.dn)
 	if not args.get("company"):
 		args.company = ref_doc.company
+
 	gateway_account = get_gateway_details(args) or frappe._dict()
 
-	grand_total = get_amount(ref_doc, gateway_account.get("payment_account"))
+	# Schedule-based PRs are allowed only if no Payment Entry exists for this document.
+	# Any existing Payment Entry forces legacy (amount-based) flow.
+	selected_payment_schedules = json.loads(args.get("schedules")) if args.get("schedules") else []
+
+	# Backend guard:
+	# If any Payment Entry exists, schedule-based PRs are not allowed.
+	if selected_payment_schedules and get_existing_payment_entry(ref_doc.name):
+		frappe.throw(
+			_(
+				"Payment Schedule based Payment Requests cannot be created because a Payment Entry already exists for this document."
+			)
+		)
+
+	has_payment_entry = bool(get_existing_payment_entry(ref_doc.name))
+
+	payment_reference = []
+
+	if selected_payment_schedules:
+		existing_payment_references = get_existing_payment_references(ref_doc.name)
+
+		if existing_payment_references:
+			existing_ids = {r["payment_schedule"] for r in existing_payment_references}
+			selected_ids = {r["name"] for r in selected_payment_schedules}
+			duplicate_ids = existing_ids & selected_ids
+
+			if duplicate_ids:
+				duplicate_schedules = []
+				for row in selected_payment_schedules:
+					if row["name"] in duplicate_ids:
+						existing_ref = next(
+							(r for r in existing_payment_references if r["payment_schedule"] == row["name"]),
+							{},
+						)
+						existing_pr = existing_ref.get("parent")
+						duplicate_schedules.append(
+							f"Payment Term: {row.get('payment_term')}, "
+							f"Due Date: {row.get('due_date')}, "
+							f"Amount: {row.get('payment_amount')} "
+							f"(already requested in PR {existing_pr})"
+						)
+				frappe.throw(
+					_("The following payment schedule(s) already exist:\n{0}").format(
+						"\n".join(duplicate_schedules)
+					)
+				)
+
+		payment_reference = set_payment_references(args.get("schedules"))
+
+	# Determine grand_total
+	if selected_payment_schedules and not has_payment_entry:
+		grand_total = sum(row.get("payment_amount") for row in selected_payment_schedules)
+	else:
+		grand_total = get_amount(ref_doc, gateway_account.get("payment_account"))
+
 	if not grand_total:
 		frappe.throw(_("Payment Entry is already created"))
 
@@ -561,7 +641,6 @@ def make_payment_request(**args):
 		loyalty_amount = validate_loyalty_points(ref_doc, int(args.loyalty_points))  # sets fields on ref_doc
 		ref_doc.db_update()
 		grand_total = grand_total - loyalty_amount
-
 	# fetches existing payment request `grand_total` amount
 	existing_payment_request_amount = get_existing_payment_request_amount(ref_doc)
 
@@ -581,19 +660,20 @@ def make_payment_request(**args):
 			else:
 				# If PR's are processed, cancel all of them.
 				cancel_old_payment_requests(ref_doc.doctype, ref_doc.name)
-		else:
+		elif not selected_payment_schedules:
 			grand_total = validate_and_calculate_grand_total(grand_total, existing_payment_request_amount)
-
 	draft_payment_request = frappe.db.get_value(
 		"Payment Request",
 		{"reference_doctype": ref_doc.doctype, "reference_name": ref_doc.name, "docstatus": 0},
 	)
 
 	if draft_payment_request:
-		frappe.db.set_value(
-			"Payment Request", draft_payment_request, "grand_total", grand_total, update_modified=False
-		)
 		pr = frappe.get_doc("Payment Request", draft_payment_request)
+
+		if selected_payment_schedules:
+			apply_payment_references(pr, payment_reference)
+			pr.save()
+
 	else:
 		bank_account = (
 			get_party_bank_account(args.get("party_type"), args.get("party"))
@@ -648,7 +728,10 @@ def make_payment_request(**args):
 			}
 		)
 
-		# Update dimensions
+		if selected_payment_schedules:
+			apply_payment_references(pr, payment_reference)
+
+		# Dimensions
 		pr.update(
 			{
 				"cost_center": ref_doc.get("cost_center"),
@@ -677,6 +760,51 @@ def make_payment_request(**args):
 	return pr.as_dict()
 
 
+def apply_payment_references(pr, payment_reference):
+	existing_refs = pr.get("payment_reference") or []
+
+	existing_ids = {r.get("payment_schedule") for r in existing_refs if r.get("payment_schedule")}
+	new_refs = [r for r in (payment_reference or []) if r.get("payment_schedule") not in existing_ids]
+	pr.set("payment_reference", existing_refs + new_refs)
+	pr.set("grand_total", sum(flt(r.get("amount")) for r in pr.get("payment_reference")))
+
+
+def set_payment_references(payment_schedules):
+	payment_schedules = json.loads(payment_schedules) if payment_schedules else []
+	payment_reference = []
+
+	for row in payment_schedules:
+		payment_reference.append(
+			{
+				"payment_term": row.get("payment_term"),
+				"payment_schedule": row.get("name"),
+				"description": row.get("description"),
+				"due_date": row.get("due_date"),
+				"amount": row.get("payment_amount"),
+			}
+		)
+
+	return payment_reference
+
+
+def get_existing_payment_entry(ref_docname):
+	pe = frappe.qb.DocType("Payment Entry")
+	per = frappe.qb.DocType("Payment Entry Reference")
+
+	existing_pe = (
+		frappe.qb.from_(pe)
+		.join(per)
+		.on(per.parent == pe.name)
+		.select(pe.name)
+		.where(pe.docstatus < 2)
+		.where(per.reference_name == ref_docname)
+		.limit(1)
+		.run()
+	)
+
+	return existing_pe
+
+
 def get_amount(ref_doc, payment_account=None):
 	"""get amount based on doctype"""
 	grand_total = 0
@@ -819,7 +947,7 @@ def get_print_format_list(ref_doctype):
 	return {"print_format": print_format_list}
 
 
-@frappe.whitelist(allow_guest=True)
+@frappe.whitelist()
 def resend_payment_email(docname):
 	return frappe.get_doc("Payment Request", docname).send_email()
 
@@ -1021,3 +1149,44 @@ def get_irequests_of_payment_request(doc: str | None = None) -> list:
 			},
 		)
 	return res
+
+
+@frappe.whitelist()
+def get_available_payment_schedules(reference_doctype, reference_name):
+	ref_doc = frappe.get_doc(reference_doctype, reference_name)
+
+	if not hasattr(ref_doc, "payment_schedule") or not ref_doc.payment_schedule:
+		return []
+
+	if get_existing_payment_entry(reference_name):
+		return []
+
+	existing_refs = get_existing_payment_references(reference_name)
+	existing_ids = {r["payment_schedule"] for r in existing_refs if r.get("payment_schedule")}
+
+	return [r for r in ref_doc.payment_schedule if r.name not in existing_ids]
+
+
+def get_existing_payment_references(reference_name):
+	PR = frappe.qb.DocType("Payment Request")
+	PRF = frappe.qb.DocType("Payment Reference")
+
+	result = (
+		frappe.qb.from_(PR)
+		.join(PRF)
+		.on(PR.name == PRF.parent)
+		.select(
+			PRF.payment_term,
+			PRF.due_date,
+			PRF.amount.as_("payment_amount"),
+			PRF.payment_schedule,
+			PRF.parent,
+		)
+		.where(PR.reference_name == reference_name)
+		.where(PR.docstatus < 2)
+		.where(
+			PR.status.isin(["Draft", "Requested", "Initiated", "Partially Paid", "Payment Ordered", "Paid"])
+		)
+	).run(as_dict=True)
+
+	return result

erpnext/accounts/doctype/payment_request/test_payment_request.py

@@ -1,12 +1,14 @@
 # Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
 
+import json
 import re
 import unittest
 from unittest.mock import patch
 
 import frappe
 from frappe.tests import IntegrationTestCase
+from frappe.utils import add_days, nowdate
 
 from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry
 from erpnext.accounts.doctype.payment_entry.test_payment_entry import create_payment_terms_template
@@ -851,3 +853,130 @@ class TestPaymentRequest(IntegrationTestCase):
 		pr.load_from_db()
 
 		self.assertEqual(pr.grand_total, pi.outstanding_amount)
+
+	def test_payment_request_grand_total_from_selected_schedules(self):
+		po = create_purchase_order(do_not_save=1, currency="INR", qty=1, rate=100)
+		po.payment_schedule = []
+
+		po.append("payment_schedule", {"due_date": nowdate(), "payment_amount": 30})
+		po.append("payment_schedule", {"due_date": add_days(nowdate(), 1), "payment_amount": 30})
+		po.append("payment_schedule", {"due_date": add_days(nowdate(), 2), "payment_amount": 40})
+
+		po.save()
+		po.submit()
+
+		schedules = json.dumps(
+			[
+				{
+					"payment_term": row.payment_term,
+					"name": row.name,
+					"due_date": row.due_date,
+					"payment_amount": row.payment_amount,
+					"description": row.description,
+				}
+				for row in [po.payment_schedule[0], po.payment_schedule[2]]
+			]
+		)
+		pr = make_payment_request(
+			dt="Purchase Order",
+			dn=po.name,
+			mute_email=1,
+			submit_doc=False,
+			return_doc=True,
+			schedules=schedules,
+		)
+
+		pr.submit()
+
+		self.assertEqual(pr.grand_total, 70)
+		self.assertEqual(len(pr.payment_reference), 2)
+
+	def test_draft_pr_reuse_merges_payment_references(self):
+		from frappe.utils import add_days, nowdate
+
+		po = create_purchase_order(do_not_save=1, currency="INR", qty=1, rate=100)
+		po.payment_schedule = []
+		po.append("payment_schedule", {"due_date": nowdate(), "payment_amount": 50})
+		po.append("payment_schedule", {"due_date": add_days(nowdate(), 1), "payment_amount": 50})
+		po.save()
+		po.submit()
+		schedules = json.dumps(
+			[
+				{
+					"payment_term": row.payment_term,
+					"name": row.name,
+					"due_date": row.due_date,
+					"payment_amount": row.payment_amount,
+					"description": row.description,
+				}
+				for row in [po.payment_schedule[0]]
+			]
+		)
+		pr = make_payment_request(
+			dt="Purchase Order",
+			dn=po.name,
+			mute_email=1,
+			submit_doc=False,
+			return_doc=True,
+			schedules=schedules,
+		)
+
+		pr.save()
+		schedules = json.dumps(
+			[
+				{
+					"payment_term": row.payment_term,
+					"name": row.name,
+					"due_date": row.due_date,
+					"payment_amount": row.payment_amount,
+					"description": row.description,
+				}
+				for row in [po.payment_schedule[1]]
+			]
+		)
+		# call make_payment_request again → reuse draft
+		pr_reused = make_payment_request(
+			dt="Purchase Order",
+			dn=po.name,
+			mute_email=1,
+			submit_doc=False,
+			return_doc=True,
+			schedules=schedules,
+		)
+
+		self.assertEqual(pr.name, pr_reused.name)
+		self.assertEqual(pr_reused.grand_total, 100)
+		self.assertEqual(len(pr_reused.payment_reference), 2)
+
+	def test_schedule_pr_not_allowed_if_payment_entry_exists(self):
+		po = create_purchase_order(do_not_save=1, currency="INR", qty=1, rate=100)
+		po.payment_schedule = []
+		row = po.append("payment_schedule", {"due_date": nowdate(), "payment_amount": 100})
+		po.save()
+		po.submit()
+
+		# create PE first
+		pr = make_payment_request(dt="Purchase Order", dn=po.name, mute_email=1, submit_doc=1, return_doc=1)
+		pr.create_payment_entry()
+
+		schedules = json.dumps(
+			[
+				{
+					"name": row.name,
+					"payment_term": row.payment_term,
+					"due_date": row.due_date,
+					"payment_amount": row.payment_amount,
+					"description": row.description,
+				}
+			]
+		)
+
+		with self.assertRaises(frappe.ValidationError):
+			make_payment_request(
+				dt="Purchase Order",
+				dn=po.name,
+				mute_email=1,
+				submit_doc=False,
+				return_doc=True,
+				schedules=schedules,
+			)

erpnext/accounts/doctype/pos_profile/test_pos_profile.py

@@ -99,8 +99,7 @@ def get_customers_list(pos_profile=None):
 
 	return (
 		frappe.db.sql(
-			f""" select name, customer_name, customer_group,
-		territory, customer_pos_id from tabCustomer where disabled = 0
+			f""" select name, customer_name, customer_group, territory from tabCustomer where disabled = 0
 		and {cond}""",
 			tuple(customer_groups),
 			as_dict=1,

erpnext/accounts/doctype/pricing_rule/pricing_rule.json

@@ -121,7 +121,7 @@
    "in_list_view": 1,
    "in_standard_filter": 1,
    "label": "Apply On",
-   "options": "\nItem Code\nItem Group\nBrand\nTransaction",
+   "options": "Item Code\nItem Group\nBrand\nTransaction",
    "reqd": 1
   },
   {
@@ -657,7 +657,7 @@
  "icon": "fa fa-gift",
  "idx": 1,
  "links": [],
- "modified": "2025-08-20 11:40:07.096854",
+ "modified": "2026-02-17 12:24:07.553505",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Pricing Rule",
@@ -714,9 +714,10 @@
    "write": 1
   }
  ],
+ "row_format": "Dynamic",
  "show_name_in_global_search": 1,
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "title_field": "title"
-}
+}

erpnext/accounts/doctype/pricing_rule/pricing_rule.py

@@ -45,7 +45,7 @@ class PricingRule(Document):
 		apply_discount_on: DF.Literal["Grand Total", "Net Total"]
 		apply_discount_on_rate: DF.Check
 		apply_multiple_pricing_rules: DF.Check
-		apply_on: DF.Literal["", "Item Code", "Item Group", "Brand", "Transaction"]
+		apply_on: DF.Literal["Item Code", "Item Group", "Brand", "Transaction"]
 		apply_recursion_over: DF.Float
 		apply_rule_on_other: DF.Literal["", "Item Code", "Item Group", "Brand"]
 		brands: DF.Table[PricingRuleBrand]

erpnext/accounts/doctype/pricing_rule_brand/pricing_rule_brand.json

@@ -10,7 +10,7 @@
  ],
  "fields": [
   {
-   "depends_on": "eval:parent.apply_on == 'Item Code'",
+   "depends_on": "eval:parent.apply_on == 'Brand'",
    "fieldname": "brand",
    "fieldtype": "Link",
    "in_list_view": 1,
@@ -28,14 +28,15 @@
  ],
  "istable": 1,
  "links": [],
- "modified": "2024-03-27 13:10:17.857046",
+ "modified": "2026-02-17 12:17:13.073587",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Pricing Rule Brand",
  "owner": "Administrator",
  "permissions": [],
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/pricing_rule_item_group/pricing_rule_item_group.json

@@ -10,7 +10,7 @@
  ],
  "fields": [
   {
-   "depends_on": "eval:parent.apply_on == 'Item Code'",
+   "depends_on": "eval:parent.apply_on == 'Item Group'",
    "fieldname": "item_group",
    "fieldtype": "Link",
    "in_list_view": 1,
@@ -28,14 +28,15 @@
  ],
  "istable": 1,
  "links": [],
- "modified": "2024-03-27 13:10:18.221095",
+ "modified": "2026-02-17 12:16:57.778471",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Pricing Rule Item Group",
  "owner": "Administrator",
  "permissions": [],
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/process_statement_of_accounts/test_process_statement_of_accounts.py

@@ -18,8 +18,19 @@ class TestProcessStatementOfAccounts(AccountsTestMixin, IntegrationTestCase):
 	@classmethod
 	def setUpClass(cls):
 		super().setUpClass()
+		letterhead = frappe.get_doc("Letter Head", "Company Letterhead - Grey")
+		letterhead.is_default = 0
+		letterhead.save()
 		cls.enterClassContext(cls.change_settings("Selling Settings", validate_selling_price=0))
 
+	@classmethod
+	def tearDownClass(cls):
+		super().tearDownClass()
+		letterhead = frappe.get_doc("Letter Head", "Company Letterhead - Grey")
+		letterhead.is_default = 1
+		letterhead.save()
+		frappe.db.commit()  # nosemgrep
+
 	def setUp(self):
 		self.create_company()
 		self.create_customer()

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js

@@ -134,7 +134,7 @@ erpnext.accounts.PurchaseInvoice = class PurchaseInvoice extends erpnext.buying.
 			this.frm.add_custom_button(
 				__("Payment Request"),
 				function () {
-					me.make_payment_request();
+					me.make_payment_request_with_schedule();
 				},
 				__("Create")
 			);

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json

@@ -85,20 +85,24 @@
   "taxes_and_charges_added",
   "taxes_and_charges_deducted",
   "total_taxes_and_charges",
-  "section_break_49",
+  "totals_section",
+  "use_company_roundoff_cost_center",
+  "grand_total",
+  "in_words",
+  "column_break8",
+  "disable_rounded_total",
+  "rounding_adjustment",
+  "rounded_total",
+  "base_totals_section",
   "base_grand_total",
+  "base_in_words",
+  "column_break_hcca",
   "base_rounding_adjustment",
   "base_rounded_total",
-  "base_in_words",
-  "column_break8",
-  "grand_total",
-  "rounding_adjustment",
-  "use_company_roundoff_cost_center",
-  "rounded_total",
-  "in_words",
+  "section_break_ttrv",
   "total_advance",
+  "column_break_peap",
   "outstanding_amount",
-  "disable_rounded_total",
   "section_tax_withholding_entry",
   "tax_withholding_group",
   "ignore_tax_withholding_threshold",
@@ -606,6 +610,7 @@
   },
   {
    "default": "0",
+   "depends_on": "eval:doc.items.every((item) => !item.pr_detail)",
    "fieldname": "update_stock",
    "fieldtype": "Check",
    "label": "Update Stock",
@@ -882,15 +887,10 @@
    "options": "currency",
    "print_hide": 1
   },
-  {
-   "fieldname": "section_break_49",
-   "fieldtype": "Section Break",
-   "label": "Totals"
-  },
   {
    "fieldname": "base_grand_total",
    "fieldtype": "Currency",
-   "label": "Grand Total (Company Currency)",
+   "label": "Grand Total",
    "oldfieldname": "grand_total",
    "oldfieldtype": "Currency",
    "options": "Company:company:default_currency",
@@ -901,7 +901,7 @@
    "depends_on": "eval:!doc.disable_rounded_total",
    "fieldname": "base_rounding_adjustment",
    "fieldtype": "Currency",
-   "label": "Rounding Adjustment (Company Currency)",
+   "label": "Rounding Adjustment",
    "no_copy": 1,
    "options": "Company:company:default_currency",
    "print_hide": 1,
@@ -911,7 +911,7 @@
    "depends_on": "eval:!doc.disable_rounded_total",
    "fieldname": "base_rounded_total",
    "fieldtype": "Currency",
-   "label": "Rounded Total (Company Currency)",
+   "label": "Rounded Total",
    "no_copy": 1,
    "options": "Company:company:default_currency",
    "print_hide": 1,
@@ -920,7 +920,7 @@
   {
    "fieldname": "base_in_words",
    "fieldtype": "Data",
-   "label": "In Words (Company Currency)",
+   "label": "In Words",
    "length": 240,
    "oldfieldname": "in_words",
    "oldfieldtype": "Data",
@@ -1625,8 +1625,7 @@
    "hidden": 1,
    "label": "Item Wise Tax Details",
    "no_copy": 1,
-   "options": "Item Wise Tax Detail",
-   "print_hide": 1
+   "options": "Item Wise Tax Detail"
   },
   {
    "collapsible": 1,
@@ -1661,6 +1660,28 @@
    "fieldname": "override_tax_withholding_entries",
    "fieldtype": "Check",
    "label": "Edit Tax Withholding Entries"
+  },
+  {
+   "fieldname": "column_break_hcca",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "section_break_ttrv",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "column_break_peap",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "base_totals_section",
+   "fieldtype": "Section Break",
+   "label": "Totals (Company Currency)"
+  },
+  {
+   "fieldname": "totals_section",
+   "fieldtype": "Section Break",
+   "label": "Totals"
   }
  ],
  "grid_page_length": 50,
@@ -1668,7 +1689,7 @@
  "idx": 204,
  "is_submittable": 1,
  "links": [],
- "modified": "2026-01-29 21:21:53.051193",
+ "modified": "2026-02-23 14:23:57.269770",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Purchase Invoice",

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py

@@ -1745,10 +1745,6 @@ class PurchaseInvoice(BuyingController):
 			project_doc.db_update()
 
 	def validate_supplier_invoice(self):
-		if self.bill_date:
-			if getdate(self.bill_date) > getdate(self.posting_date):
-				frappe.throw(_("Supplier Invoice Date cannot be greater than Posting Date"))
-
 		if self.bill_no:
 			if cint(frappe.get_single_value("Accounts Settings", "check_supplier_invoice_uniqueness")):
 				fiscal_year = get_fiscal_year(self.posting_date, company=self.company, as_dict=True)

erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json

@@ -52,6 +52,7 @@
   "stock_uom_rate",
   "is_free_item",
   "apply_tds",
+  "allow_zero_valuation_rate",
   "section_break_22",
   "net_rate",
   "net_amount",
@@ -97,7 +98,6 @@
   "service_start_date",
   "service_end_date",
   "reference",
-  "allow_zero_valuation_rate",
   "item_tax_rate",
   "bom",
   "include_exploded_items",
@@ -420,6 +420,7 @@
    "options": "UOM"
   },
   {
+   "depends_on": "eval:parent.update_stock",
    "fieldname": "warehouse_section",
    "fieldtype": "Section Break",
    "label": "Warehouse"
@@ -447,7 +448,6 @@
    "print_hide": 1
   },
   {
-   "depends_on": "eval:!doc.is_fixed_asset && doc.use_serial_batch_fields === 1 && parent.update_stock === 1",
    "fieldname": "batch_no",
    "fieldtype": "Link",
    "label": "Batch No",
@@ -459,14 +459,12 @@
    "fieldtype": "Column Break"
   },
   {
-   "depends_on": "eval:!doc.is_fixed_asset && doc.use_serial_batch_fields === 1 && parent.update_stock === 1",
    "fieldname": "serial_no",
    "fieldtype": "Text",
    "label": "Serial No",
    "no_copy": 1
   },
   {
-   "depends_on": "eval:!doc.is_fixed_asset && doc.use_serial_batch_fields === 1 && parent.update_stock === 1",
    "fieldname": "rejected_serial_no",
    "fieldtype": "Text",
    "label": "Rejected Serial No",
@@ -577,6 +575,7 @@
   },
   {
    "default": "0",
+   "depends_on": "eval:parent.update_stock",
    "fieldname": "allow_zero_valuation_rate",
    "fieldtype": "Check",
    "label": "Allow Zero Valuation Rate",
@@ -800,7 +799,7 @@
    "read_only": 1
   },
   {
-   "depends_on": "eval:parent.is_internal_supplier && parent.update_stock",
+   "depends_on": "eval:parent.is_internal_supplier",
    "fieldname": "from_warehouse",
    "fieldtype": "Link",
    "ignore_user_permissions": 1,
@@ -896,7 +895,7 @@
    "label": "Consider for Tax Withholding"
   },
   {
-   "depends_on": "eval:parent.update_stock == 1 && (doc.use_serial_batch_fields === 0 || doc.docstatus === 1)",
+   "depends_on": "eval:doc.use_serial_batch_fields === 0 || doc.docstatus === 1",
    "fieldname": "serial_and_batch_bundle",
    "fieldtype": "Link",
    "label": "Serial and Batch Bundle",
@@ -906,7 +905,7 @@
    "search_index": 1
   },
   {
-   "depends_on": "eval:parent.update_stock == 1 && (doc.use_serial_batch_fields === 0 || doc.docstatus === 1)",
+   "depends_on": "eval:doc.use_serial_batch_fields === 0 || doc.docstatus === 1",
    "fieldname": "rejected_serial_and_batch_bundle",
    "fieldtype": "Link",
    "label": "Rejected Serial and Batch Bundle",
@@ -922,7 +921,7 @@
    "options": "Asset"
   },
   {
-   "depends_on": "eval:parent.update_stock === 1 && (doc.use_serial_batch_fields === 0 || doc.docstatus === 1)",
+   "depends_on": "eval:doc.use_serial_batch_fields === 0 && doc.docstatus === 0",
    "fieldname": "add_serial_batch_bundle",
    "fieldtype": "Button",
    "label": "Add Serial / Batch No"
@@ -992,7 +991,7 @@
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-12-13 14:10:02.379392",
+ "modified": "2026-02-15 21:07:49.455930",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Purchase Invoice Item",

erpnext/accounts/doctype/sales_invoice/sales_invoice.js

@@ -138,7 +138,7 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends (
 				this.frm.add_custom_button(
 					__("Payment Request"),
 					function () {
-						me.make_payment_request();
+						me.make_payment_request_with_schedule();
 					},
 					__("Create")
 				);

erpnext/accounts/doctype/sales_invoice/sales_invoice.json

@@ -1,19 +1,18 @@
 {
  "actions": [],
  "allow_import": 1,
- "allow_rename": 1,
  "autoname": "naming_series:",
  "creation": "2022-01-25 10:29:57.771398",
  "doctype": "DocType",
  "engine": "InnoDB",
  "field_order": [
   "customer_section",
+  "company",
+  "company_tax_id",
   "naming_series",
   "customer",
   "customer_name",
   "tax_id",
-  "company",
-  "company_tax_id",
   "column_break1",
   "posting_date",
   "posting_time",
@@ -78,34 +77,38 @@
   "base_total_taxes_and_charges",
   "column_break_47",
   "total_taxes_and_charges",
-  "totals",
+  "totals_section",
+  "use_company_roundoff_cost_center",
+  "grand_total",
+  "in_words",
+  "column_break5",
+  "disable_rounded_total",
+  "rounding_adjustment",
+  "rounded_total",
+  "base_totals_section",
   "base_grand_total",
+  "base_in_words",
+  "column_break_xjag",
   "base_rounding_adjustment",
   "base_rounded_total",
-  "base_in_words",
-  "column_break5",
-  "grand_total",
-  "rounding_adjustment",
-  "use_company_roundoff_cost_center",
-  "rounded_total",
-  "in_words",
+  "section_break_vacb",
   "total_advance",
+  "column_break_rdks",
   "outstanding_amount",
-  "disable_rounded_total",
   "section_tax_withholding_entry",
   "tax_withholding_group",
   "ignore_tax_withholding_threshold",
   "override_tax_withholding_entries",
   "tax_withholding_entries",
-  "section_break_49",
+  "additional_discount_section",
   "apply_discount_on",
   "base_discount_amount",
   "coupon_code",
-  "is_cash_or_non_trade_discount",
-  "additional_discount_account",
   "column_break_51",
   "additional_discount_percentage",
   "discount_amount",
+  "is_cash_or_non_trade_discount",
+  "additional_discount_account",
   "sec_tax_breakup",
   "other_charges_calculation",
   "item_wise_tax_details",
@@ -195,13 +198,13 @@
   "column_break8",
   "unrealized_profit_loss_account",
   "against_income_account",
-  "sales_team_section_break",
+  "commission_section",
   "sales_partner",
   "amount_eligible_for_commission",
   "column_break10",
   "commission_rate",
   "total_commission",
-  "section_break2",
+  "sales_team_section",
   "sales_team",
   "edit_printing_settings",
   "letter_head",
@@ -218,8 +221,7 @@
   "update_auto_repeat_reference",
   "more_information",
   "status",
-  "inter_company_invoice_reference",
-  "represents_company",
+  "remarks",
   "customer_group",
   "column_break_imbx",
   "utm_source",
@@ -228,8 +230,9 @@
   "utm_content",
   "col_break23",
   "is_internal_customer",
+  "represents_company",
+  "inter_company_invoice_reference",
   "is_discounted",
-  "remarks",
   "connections_tab"
  ],
  "fields": [
@@ -704,6 +707,7 @@
   },
   {
    "default": "0",
+   "depends_on": "eval:doc.items.every((item) => !item.dn_detail)",
    "fieldname": "update_stock",
    "fieldtype": "Check",
    "hide_days": 1,
@@ -794,7 +798,8 @@
    "hide_seconds": 1,
    "label": "Time Sheets",
    "options": "Sales Invoice Timesheet",
-   "print_hide": 1
+   "print_hide": 1,
+   "read_only": 1
   },
   {
    "default": "0",
@@ -1073,14 +1078,6 @@
    "no_copy": 1,
    "options": "Cost Center"
   },
-  {
-   "collapsible": 1,
-   "fieldname": "section_break_49",
-   "fieldtype": "Section Break",
-   "hide_days": 1,
-   "hide_seconds": 1,
-   "label": "Additional Discount"
-  },
   {
    "default": "Grand Total",
    "fieldname": "apply_discount_on",
@@ -1125,22 +1122,12 @@
    "options": "currency",
    "print_hide": 1
   },
-  {
-   "fieldname": "totals",
-   "fieldtype": "Section Break",
-   "hide_days": 1,
-   "hide_seconds": 1,
-   "label": "Totals",
-   "oldfieldtype": "Section Break",
-   "options": "fa fa-money",
-   "print_hide": 1
-  },
   {
    "fieldname": "base_grand_total",
    "fieldtype": "Currency",
    "hide_days": 1,
    "hide_seconds": 1,
-   "label": "Grand Total (Company Currency)",
+   "label": "Grand Total (Company Currency",
    "oldfieldname": "grand_total",
    "oldfieldtype": "Currency",
    "options": "Company:company:default_currency",
@@ -1154,9 +1141,8 @@
    "fieldtype": "Currency",
    "hide_days": 1,
    "hide_seconds": 1,
-   "label": "Rounding Adjustment (Company Currency)",
+   "label": "Rounding Adjustment",
    "no_copy": 1,
-   "options": "Company:company:default_currency",
    "print_hide": 1,
    "read_only": 1
   },
@@ -1166,10 +1152,9 @@
    "fieldtype": "Currency",
    "hide_days": 1,
    "hide_seconds": 1,
-   "label": "Rounded Total (Company Currency)",
+   "label": "Rounded Total",
    "oldfieldname": "rounded_total",
    "oldfieldtype": "Currency",
-   "options": "Company:company:default_currency",
    "print_hide": 1,
    "read_only": 1
   },
@@ -1179,7 +1164,7 @@
    "fieldtype": "Small Text",
    "hide_days": 1,
    "hide_seconds": 1,
-   "label": "In Words (Company Currency)",
+   "label": "In Words",
    "length": 240,
    "oldfieldname": "in_words",
    "oldfieldtype": "Data",
@@ -1272,7 +1257,6 @@
    "read_only": 1
   },
   {
-   "collapsible": 1,
    "collapsible_depends_on": "advances",
    "fieldname": "advances_section",
    "fieldtype": "Section Break",
@@ -1706,10 +1690,10 @@
    "read_only": 1
   },
   {
-   "allow_on_submit": 1,
    "default": "No",
    "fieldname": "is_opening",
    "fieldtype": "Select",
+   "hidden": 1,
    "hide_days": 1,
    "hide_seconds": 1,
    "label": "Is Opening Entry",
@@ -1738,18 +1722,6 @@
    "oldfieldtype": "Text",
    "print_hide": 1
   },
-  {
-   "collapsible": 1,
-   "collapsible_depends_on": "sales_partner",
-   "fieldname": "sales_team_section_break",
-   "fieldtype": "Section Break",
-   "hide_days": 1,
-   "hide_seconds": 1,
-   "label": "Commission",
-   "oldfieldtype": "Section Break",
-   "options": "fa fa-group",
-   "print_hide": 1
-  },
   {
    "fieldname": "sales_partner",
    "fieldtype": "Link",
@@ -1793,16 +1765,6 @@
    "options": "Company:company:default_currency",
    "print_hide": 1
   },
-  {
-   "collapsible": 1,
-   "collapsible_depends_on": "sales_team",
-   "fieldname": "section_break2",
-   "fieldtype": "Section Break",
-   "hide_days": 1,
-   "hide_seconds": 1,
-   "label": "Sales Team",
-   "print_hide": 1
-  },
   {
    "allow_on_submit": 1,
    "fieldname": "sales_team",
@@ -2293,6 +2255,64 @@
    "fieldname": "override_tax_withholding_entries",
    "fieldtype": "Check",
    "label": "Edit Tax Withholding Entries"
+  },
+  {
+   "fieldname": "totals_section",
+   "fieldtype": "Section Break",
+   "hide_days": 1,
+   "hide_seconds": 1,
+   "label": "Totals",
+   "oldfieldtype": "Section Break",
+   "options": "fa fa-money",
+   "print_hide": 1
+  },
+  {
+   "fieldname": "base_totals_section",
+   "fieldtype": "Section Break",
+   "label": "Totals (Company Currency)",
+   "options": "Company:company:default_currency"
+  },
+  {
+   "fieldname": "column_break_xjag",
+   "fieldtype": "Column Break"
+  },
+  {
+   "collapsible": 1,
+   "fieldname": "additional_discount_section",
+   "fieldtype": "Section Break",
+   "hide_days": 1,
+   "hide_seconds": 1,
+   "label": "Additional Discount"
+  },
+  {
+   "collapsible": 1,
+   "collapsible_depends_on": "sales_team",
+   "fieldname": "sales_team_section",
+   "fieldtype": "Section Break",
+   "hide_days": 1,
+   "hide_seconds": 1,
+   "label": "Sales Team",
+   "print_hide": 1
+  },
+  {
+   "collapsible": 1,
+   "collapsible_depends_on": "sales_partner",
+   "fieldname": "commission_section",
+   "fieldtype": "Section Break",
+   "hide_days": 1,
+   "hide_seconds": 1,
+   "label": "Commission",
+   "oldfieldtype": "Section Break",
+   "options": "fa fa-group",
+   "print_hide": 1
+  },
+  {
+   "fieldname": "section_break_vacb",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "column_break_rdks",
+   "fieldtype": "Column Break"
   }
  ],
  "grid_page_length": 50,
@@ -2306,7 +2326,7 @@
    "link_fieldname": "consolidated_invoice"
   }
  ],
- "modified": "2026-01-30 16:45:59.682473",
+ "modified": "2026-02-23 14:29:00.301842",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Sales Invoice",

erpnext/accounts/doctype/sales_invoice/sales_invoice.py

@@ -33,6 +33,7 @@ from erpnext.accounts.utils import (
 	get_account_currency,
 	update_voucher_outstanding,
 )
+from erpnext.assets.doctype.asset.asset import split_asset
 from erpnext.assets.doctype.asset.depreciation import (
 	depreciate_asset,
 	get_gl_entries_on_asset_disposal,
@@ -480,6 +481,8 @@ class SalesInvoice(SellingController):
 			self.update_stock_reservation_entries()
 			self.update_stock_ledger()
 
+		self.split_asset_based_on_sale_qty()
+
 		self.process_asset_depreciation()
 
 		# this sequence because outstanding may get -ve
@@ -1402,6 +1405,51 @@ class SalesInvoice(SellingController):
 			):
 				throw(_("Delivery Note {0} is not submitted").format(d.delivery_note))
 
+	def split_asset_based_on_sale_qty(self):
+		asset_qty_map = self.get_asset_qty()
+		for asset, qty in asset_qty_map.items():
+			if qty["actual_qty"] < qty["sale_qty"]:
+				frappe.throw(
+					_(
+						"Sell quantity cannot exceed the asset quantity. Asset {0} has only {1} item(s)."
+					).format(asset, qty["actual_qty"])
+				)
+
+			remaining_qty = qty["actual_qty"] - qty["sale_qty"]
+			if remaining_qty > 0:
+				split_asset(asset, remaining_qty)
+
+	def get_asset_qty(self):
+		asset_qty_map = {}
+
+		assets = {row.asset for row in self.items if row.is_fixed_asset and row.asset}
+		if not assets or self.is_return:
+			return asset_qty_map
+
+		asset_actual_qty = dict(
+			frappe.db.get_all(
+				"Asset",
+				{"name": ["in", list(assets)]},
+				["name", "asset_quantity"],
+				as_list=True,
+			)
+		)
+		for row in self.items:
+			if row.is_fixed_asset and row.asset:
+				actual_qty = asset_actual_qty.get(row.asset)
+				if row.asset in asset_qty_map.keys():
+					asset_qty_map[row.asset]["sale_qty"] += flt(row.qty)
+				else:
+					asset_qty_map.setdefault(
+						row.asset,
+						{
+							"sale_qty": flt(row.qty),
+							"actual_qty": flt(actual_qty),
+						},
+					)
+
+		return asset_qty_map
+
 	def process_asset_depreciation(self):
 		if (self.is_return and self.docstatus == 2) or (not self.is_return and self.docstatus == 1):
 			self.depreciate_asset_on_sale()

erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json

@@ -52,6 +52,7 @@
   "is_free_item",
   "apply_tds",
   "grant_commission",
+  "allow_zero_valuation_rate",
   "section_break_21",
   "net_rate",
   "net_amount",
@@ -88,7 +89,6 @@
   "serial_and_batch_bundle",
   "use_serial_batch_fields",
   "col_break5",
-  "allow_zero_valuation_rate",
   "incoming_rate",
   "item_tax_rate",
   "actual_batch_qty",
@@ -580,6 +580,7 @@
   {
    "collapsible": 1,
    "collapsible_depends_on": "eval:doc.serial_no || doc.batch_no",
+   "depends_on": "eval:parent.update_stock",
    "fieldname": "warehouse_and_reference",
    "fieldtype": "Section Break",
    "label": "Stock Details"
@@ -595,7 +596,7 @@
    "print_hide": 1
   },
   {
-   "depends_on": "eval: parent.is_internal_customer && parent.update_stock",
+   "depends_on": "eval: parent.is_internal_customer",
    "fieldname": "target_warehouse",
    "fieldtype": "Link",
    "hidden": 1,
@@ -613,7 +614,6 @@
    "options": "Quality Inspection"
   },
   {
-   "depends_on": "eval: doc.use_serial_batch_fields === 1 && parent.update_stock === 1",
    "fieldname": "batch_no",
    "fieldtype": "Link",
    "label": "Batch No",
@@ -626,6 +626,7 @@
   },
   {
    "default": "0",
+   "depends_on": "eval:parent.update_stock",
    "fieldname": "allow_zero_valuation_rate",
    "fieldtype": "Check",
    "label": "Allow Zero Valuation Rate",
@@ -633,7 +634,6 @@
    "print_hide": 1
   },
   {
-   "depends_on": "eval: doc.use_serial_batch_fields === 1 && parent.update_stock === 1",
    "fieldname": "serial_no",
    "fieldtype": "Text",
    "label": "Serial No",
@@ -843,6 +843,7 @@
    "fieldtype": "Currency",
    "label": "Incoming Rate (Costing)",
    "no_copy": 1,
+   "non_negative": 1,
    "options": "Company:company:default_currency",
    "print_hide": 1
   },
@@ -906,7 +907,7 @@
    "read_only": 1
   },
   {
-   "depends_on": "eval:parent.update_stock == 1 && (doc.use_serial_batch_fields === 0 || doc.docstatus === 1)",
+   "depends_on": "eval:doc.use_serial_batch_fields === 0 || doc.docstatus === 1",
    "fieldname": "serial_and_batch_bundle",
    "fieldtype": "Link",
    "label": "Serial and Batch Bundle",
@@ -916,7 +917,7 @@
    "search_index": 1
   },
   {
-   "depends_on": "eval:parent.update_stock === 1",
+   "depends_on": "eval:doc.use_serial_batch_fields === 0 && doc.docstatus === 0",
    "fieldname": "pick_serial_and_batch",
    "fieldtype": "Button",
    "label": "Pick Serial / Batch No"
@@ -1009,7 +1010,7 @@
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-09-04 11:08:25.583561",
+ "modified": "2026-02-23 14:37:14.853941",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Sales Invoice Item",

erpnext/accounts/doctype/sales_invoice_payment/sales_invoice_payment.json

@@ -26,7 +26,7 @@
   },
   {
    "default": "0",
-   "depends_on": "eval:parent.doctype == 'Sales Invoice'",
+   "depends_on": "eval: [\"POS Invoice\", \"Sales Invoice\"].includes(parent.doctype)",
    "fieldname": "amount",
    "fieldtype": "Currency",
    "in_list_view": 1,
@@ -85,14 +85,15 @@
  ],
  "istable": 1,
  "links": [],
- "modified": "2024-03-27 13:10:36.427565",
+ "modified": "2026-02-16 20:46:34.592604",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Sales Invoice Payment",
  "owner": "Administrator",
  "permissions": [],
  "quick_entry": 1,
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": []
-}
+}

erpnext/accounts/module_onboarding/accounting_onboarding/accounting_onboarding.json

@@ -0,0 +1,41 @@
+{
+ "allow_roles": [
+  {
+   "role": "Accounts Manager"
+  },
+  {
+   "role": "Accounts User"
+  }
+ ],
+ "creation": "2026-02-22 18:26:42.015787",
+ "docstatus": 0,
+ "doctype": "Module Onboarding",
+ "idx": 4,
+ "is_complete": 0,
+ "modified": "2026-02-23 22:51:34.267812",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Accounting Onboarding",
+ "owner": "Administrator",
+ "steps": [
+  {
+   "step": "Chart of Accounts"
+  },
+  {
+   "step": "Setup Sales taxes"
+  },
+  {
+   "step": "Create Sales Invoice"
+  },
+  {
+   "step": "Create Payment Entry"
+  },
+  {
+   "step": "View Balance Sheet"
+  },
+  {
+   "step": "Review Accounts Settings"
+  }
+ ],
+ "title": "Accounting Onboarding"
+}

erpnext/accounts/notification/notification_for_new_fiscal_year/notification_for_new_fiscal_year.html

@@ -1,3 +1,43 @@
-<h3>{{ _("Fiscal Year") }}</h3>
+<h4>{{ _("New Fiscal Year - {0}").format(doc.name) }}</h4>
 
-<p>{{ _("New fiscal year created :- ") }} {{ doc.name }}</p>
+<p>{{ _("A new fiscal year has been automatically created.") }}</p>
+
+<p>{{ _("Fiscal Year Details") }}</p>
+
+<table style="margin-bottom: 1rem; width: 70%">
+    <tr>
+        <td style="font-weight:bold; width: 40%">{{ _("Year Name") }}</td>
+        <td>{{ doc.name }}</td>
+    </tr>
+    <tr>
+        <td style="font-weight:bold; width: 40%">{{ _("Start Date") }}</td>
+        <td>{{ frappe.format_value(doc.year_start_date) }}</td>
+    </tr>
+    <tr>
+        <td style="font-weight:bold; width: 40%">{{ _("End Date") }}</td>
+        <td>{{ frappe.format_value(doc.year_end_date) }}</td>
+    </tr>
+    {% if doc.companies|length > 0 %}
+    <tr>
+        <td style="vertical-align: top; font-weight: bold; width: 40%" rowspan="{{ doc.companies|length }}">
+        {% if doc.companies|length < 2 %}
+            {{ _("Company") }}
+        {% else %}
+            {{ _("Companies") }}
+        {% endif %}
+        </td>
+        <td>{{ doc.companies[0].company }}</td>
+    </tr>
+    {% for idx in range(1, doc.companies|length) %}
+    <tr>
+        <td>{{ doc.companies[idx].company }}</td>
+    </tr>
+    {% endfor %}
+    {% endif %}
+</table>
+
+{% if doc.disabled %}
+<p>{{ _("The fiscal year has been automatically created in a Disabled state to maintain consistency with the previous fiscal year's status.") }}</p>
+{% endif %}
+
+<p>{{ _("Please review the {0} configuration and complete any required financial setup activities.").format(frappe.utils.get_link_to_form("Fiscal Year", doc.name, frappe.bold("Fiscal Year"))) }}</p>

erpnext/accounts/notification/notification_for_new_fiscal_year/notification_for_new_fiscal_year.json

@@ -1,7 +1,8 @@
 {
  "attach_print": 0,
  "channel": "Email",
- "condition": "doc.auto_created",
+ "condition": "doc.auto_created == 1",
+ "condition_type": "Python",
  "creation": "2018-04-25 14:19:05.440361",
  "days_in_advance": 0,
  "docstatus": 0,
@@ -11,8 +12,10 @@
  "event": "New",
  "idx": 0,
  "is_standard": 1,
+ "message": "<h4>{{ _(\"New Fiscal Year - {0}\").format(doc.name) }}</h4>\n\n<p>{{ _(\"A new fiscal year has been automatically created.\") }}</p>\n\n<p>{{ _(\"Fiscal Year Details\") }}</p>\n\n<table style=\"margin-bottom: 1rem; width: 70%\">\n    <tr>\n        <td style=\"font-weight:bold; width: 40%\">{{ _(\"Year Name\") }}</td>\n        <td>{{ doc.name }}</td>\n    </tr>\n    <tr>\n        <td style=\"font-weight:bold; width: 40%\">{{ _(\"Start Date\") }}</td>\n        <td>{{ frappe.format_value(doc.year_start_date) }}</td>\n    </tr>\n    <tr>\n        <td style=\"font-weight:bold; width: 40%\">{{ _(\"End Date\") }}</td>\n        <td>{{ frappe.format_value(doc.year_end_date) }}</td>\n    </tr>\n    {% if doc.companies|length > 0 %}\n    <tr>\n        <td style=\"vertical-align: top; font-weight: bold; width: 40%\" rowspan=\"{{ doc.companies|length }}\">\n        {% if doc.companies|length < 2 %}\n            {{ _(\"Company\") }}\n        {% else %}\n            {{ _(\"Companies\") }}\n        {% endif %}\n        </td>\n        <td>{{ doc.companies[0].company }}</td>\n    </tr>\n    {% for idx in range(1, doc.companies|length) %}\n    <tr>\n        <td>{{ doc.companies[idx].company }}</td>\n    </tr>\n    {% endfor %}\n    {% endif %}\n</table>\n\n{% if doc.disabled %}\n<p>{{ _(\"The fiscal year has been automatically created in a Disabled state to maintain consistency with the previous fiscal year's status.\") }}</p>\n{% endif %}\n\n<p>{{ _(\"Please review the {0} configuration and complete any required financial setup activities.\").format(frappe.utils.get_link_to_form(\"Fiscal Year\", doc.name, frappe.bold(\"Fiscal Year\"))) }}</p>",
  "message_type": "HTML",
- "modified": "2023-11-17 08:54:51.532104",
+ "minutes_offset": 0,
+ "modified": "2026-02-23 17:37:03.755394",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Notification for new fiscal year",
@@ -27,5 +30,5 @@
  ],
  "send_system_notification": 0,
  "send_to_all_assignees": 0,
- "subject": "Notification for new fiscal year {{ doc.name }}"
+ "subject": "New Fiscal Year {{ doc.name }} - Review Required"
 }

erpnext/accounts/onboarding_step/chart_of_accounts/chart_of_accounts.json

@@ -0,0 +1,20 @@
+{
+ "action": "Go to Page",
+ "action_label": "Configure Chart of Accounts",
+ "creation": "2026-02-22 18:28:15.401383",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 1,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-23 22:44:45.540780",
+ "modified_by": "Administrator",
+ "name": "Chart of Accounts",
+ "owner": "Administrator",
+ "path": "Tree/Account",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Review Chart of Accounts",
+ "validate_action": 1
+}

erpnext/accounts/onboarding_step/create_payment_entry/create_payment_entry.json

@@ -0,0 +1,21 @@
+{
+ "action": "Create Entry",
+ "action_label": "Create Payment Entry",
+ "creation": "2026-02-23 19:22:12.005360",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-23 20:19:56.482245",
+ "modified_by": "Administrator",
+ "name": "Create Payment Entry",
+ "owner": "Administrator",
+ "reference_document": "Payment Entry",
+ "route_options": "{\n    \"payment_type\": \"Receive\",\n    \"party_type\": \"Customer\"\n}",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Create Payment Entry",
+ "validate_action": 1
+}

erpnext/accounts/onboarding_step/create_sales_invoice/create_sales_invoice.json

@@ -0,0 +1,20 @@
+{
+ "action": "Create Entry",
+ "action_label": "Create Sales Invoice",
+ "creation": "2026-02-20 13:42:38.439574",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 2,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-23 22:16:40.931428",
+ "modified_by": "Administrator",
+ "name": "Create Sales Invoice",
+ "owner": "Administrator",
+ "reference_document": "Sales Invoice",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Create Sales Invoice",
+ "validate_action": 1
+}

erpnext/accounts/onboarding_step/review_accounts_settings/review_accounts_settings.json

@@ -0,0 +1,21 @@
+{
+ "action": "Update Settings",
+ "action_label": "Review Accounts Settings",
+ "creation": "2026-02-23 19:27:06.055104",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 1,
+ "is_skipped": 0,
+ "modified": "2026-02-23 22:16:40.855407",
+ "modified_by": "Administrator",
+ "name": "Review Accounts Settings",
+ "owner": "Administrator",
+ "path": "desk/accounts-settings",
+ "reference_document": "Accounts Settings",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Review Accounts Settings",
+ "validate_action": 0
+}

erpnext/accounts/onboarding_step/setup_sales_taxes/setup_sales_taxes.json

@@ -0,0 +1,22 @@
+{
+ "action": "Go to Page",
+ "action_label": "Setup Sales Taxes",
+ "creation": "2026-02-22 18:30:18.750391",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "form_tour": "",
+ "idx": 1,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-23 22:44:42.373227",
+ "modified_by": "Administrator",
+ "name": "Setup Sales taxes",
+ "owner": "Administrator",
+ "path": "/desk/sales-taxes-and-charges-template",
+ "reference_document": "Sales Taxes and Charges Template",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Setup Sales taxes",
+ "validate_action": 1
+}

erpnext/accounts/onboarding_step/view_balance_sheet/view_balance_sheet.json

@@ -0,0 +1,23 @@
+{
+ "action": "View Report",
+ "action_label": "View Balance Sheet",
+ "creation": "2026-02-23 19:22:57.651194",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-23 22:44:39.178107",
+ "modified_by": "Administrator",
+ "name": "View Balance Sheet",
+ "owner": "Administrator",
+ "reference_report": "Balance Sheet",
+ "report_description": "View Balance Sheet",
+ "report_reference_doctype": "GL Entry",
+ "report_type": "Script Report",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "View Balance Sheet",
+ "validate_action": 1
+}

erpnext/accounts/party.py

@@ -7,18 +7,16 @@ from frappe import _, msgprint, qb, scrub
 from frappe.contacts.doctype.address.address import get_company_address, get_default_address
 from frappe.core.doctype.user_permission.user_permission import get_permitted_documents
 from frappe.model.utils import get_fetch_values
-from frappe.query_builder.functions import Abs, Count, Date, Sum
+from frappe.query_builder.functions import Abs, Date, Sum
 from frappe.utils import (
 	add_days,
 	add_months,
-	add_years,
 	cint,
 	cstr,
 	date_diff,
 	flt,
 	formatdate,
 	get_last_day,
-	get_timestamp,
 	getdate,
 	nowdate,
 )
@@ -298,19 +296,9 @@ def complete_contact_details(party_details):
 	contact_details = frappe._dict()
 
 	if party_details.party_type == "Employee":
-		contact_details = frappe.db.get_value(
-			"Employee",
-			party_details.party,
-			[
-				"employee_name as contact_display",
-				"prefered_email as contact_email",
-				"cell_number as contact_mobile",
-				"designation as contact_designation",
-				"department as contact_department",
-			],
-			as_dict=True,
-		)
+		from erpnext.setup.doctype.employee.employee import _get_contact_details as get_employee_contact
 
+		contact_details = get_employee_contact(party_details.party)
 		contact_details.update({"contact_person": None, "contact_phone": None})
 	elif party_details.contact_person:
 		contact_details = frappe.db.get_value(

erpnext/accounts/report/balance_sheet/balance_sheet.py

@@ -102,7 +102,7 @@ def execute(filters=None):
 		filters.periodicity, period_list, filters.accumulated_values, company=filters.company
 	)
 
-	chart = get_chart_data(filters, columns, asset, liability, equity, currency)
+	chart = get_chart_data(filters, period_list, asset, liability, equity, currency)
 
 	report_summary, primitive_summary = get_report_summary(
 		period_list, asset, liability, equity, provisional_profit_loss, currency, filters
@@ -231,18 +231,19 @@ def get_report_summary(
 	], (net_asset - net_liability + net_equity)
 
 
-def get_chart_data(filters, columns, asset, liability, equity, currency):
-	labels = [d.get("label") for d in columns[2:]]
+def get_chart_data(filters, chart_columns, asset, liability, equity, currency):
+	labels = [col.get("label") for col in chart_columns]
 
 	asset_data, liability_data, equity_data = [], [], []
 
-	for p in columns[2:]:
+	for col in chart_columns:
+		key = col.get("key") or col.get("fieldname")
 		if asset:
-			asset_data.append(asset[-2].get(p.get("fieldname")))
+			asset_data.append(asset[-2].get(key))
 		if liability:
-			liability_data.append(liability[-2].get(p.get("fieldname")))
+			liability_data.append(liability[-2].get(key))
 		if equity:
-			equity_data.append(equity[-2].get(p.get("fieldname")))
+			equity_data.append(equity[-2].get(key))
 
 	datasets = []
 	if asset_data:

erpnext/accounts/report/cash_flow/cash_flow.py

@@ -145,7 +145,7 @@ def execute(filters=None):
 		True,
 	)
 
-	chart = get_chart_data(columns, data, company_currency)
+	chart = get_chart_data(period_list, data, company_currency)
 
 	report_summary = get_report_summary(summary_data, company_currency)
 
@@ -417,12 +417,12 @@ def get_report_summary(summary_data, currency):
 	return report_summary
 
 
-def get_chart_data(columns, data, currency):
-	labels = [d.get("label") for d in columns[2:]]
+def get_chart_data(period_list, data, currency):
+	labels = [period.get("label") for period in period_list]
 	datasets = [
 		{
 			"name": section.get("section").replace("'", ""),
-			"values": [section.get(d.get("fieldname")) for d in columns[2:]],
+			"values": [section.get(period.get("key")) for period in period_list],
 		}
 		for section in data
 		if section.get("parent_section") is None and section.get("currency")

erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py

@@ -48,22 +48,25 @@ def execute(filters=None):
 		return columns, data, message, chart
 
 	fiscal_year = get_fiscal_year_data(filters.get("from_fiscal_year"), filters.get("to_fiscal_year"))
-	companies_column, companies = get_companies(filters)
-	columns = get_columns(companies_column, filters)
+	company_list, companies = get_companies(filters)
+	company_columns = get_company_columns(company_list, filters)
+	columns = get_columns(company_columns)
 
 	if filters.get("report") == "Balance Sheet":
 		data, message, chart, report_summary = get_balance_sheet_data(
-			fiscal_year, companies, columns, filters
+			fiscal_year, companies, company_columns, filters
 		)
 	elif filters.get("report") == "Profit and Loss Statement":
-		data, message, chart, report_summary = get_profit_loss_data(fiscal_year, companies, columns, filters)
+		data, message, chart, report_summary = get_profit_loss_data(
+			fiscal_year, companies, company_columns, filters
+		)
 	else:
 		data, report_summary = get_cash_flow_data(fiscal_year, companies, filters)
 
 	return columns, data, message, chart, report_summary
 
 
-def get_balance_sheet_data(fiscal_year, companies, columns, filters):
+def get_balance_sheet_data(fiscal_year, companies, company_columns, filters):
 	asset = get_data(companies, "Asset", "Debit", fiscal_year, filters=filters)
 
 	liability = get_data(companies, "Liability", "Credit", fiscal_year, filters=filters)
@@ -116,7 +119,7 @@ def get_balance_sheet_data(fiscal_year, companies, columns, filters):
 		True,
 	)
 
-	chart = get_chart_data(filters, columns, asset, liability, equity, company_currency)
+	chart = get_chart_data(filters, company_columns, asset, liability, equity, company_currency)
 
 	return data, message, chart, report_summary
 
@@ -164,7 +167,7 @@ def get_root_account_name(root_type, company):
 		return root_account[0][0]
 
 
-def get_profit_loss_data(fiscal_year, companies, columns, filters):
+def get_profit_loss_data(fiscal_year, companies, company_columns, filters):
 	income, expense, net_profit_loss = get_income_expense_data(companies, fiscal_year, filters)
 	company_currency = get_company_currency(filters)
 
@@ -174,7 +177,7 @@ def get_profit_loss_data(fiscal_year, companies, columns, filters):
 	if net_profit_loss:
 		data.append(net_profit_loss)
 
-	chart = get_pl_chart_data(filters, columns, income, expense, net_profit_loss, company_currency)
+	chart = get_pl_chart_data(filters, company_columns, income, expense, net_profit_loss, company_currency)
 
 	report_summary, primitive_summary = get_pl_summary(
 		companies, "", income, expense, net_profit_loss, company_currency, filters, True
@@ -280,7 +283,30 @@ def get_account_type_based_data(account_type, companies, fiscal_year, filters):
 	return data
 
 
-def get_columns(companies, filters):
+def get_company_columns(companies, filters):
+	company_columns = []
+	for company in companies:
+		apply_currency_formatter = 1 if not filters.presentation_currency else 0
+		currency = filters.presentation_currency
+		if not currency:
+			currency = erpnext.get_company_currency(company)
+
+		company_columns.append(
+			{
+				"fieldname": company,
+				"label": f"{company} ({currency})",
+				"fieldtype": "Currency",
+				"options": "currency",
+				"width": 150,
+				"apply_currency_formatter": apply_currency_formatter,
+				"company_name": company,
+			}
+		)
+
+	return company_columns
+
+
+def get_columns(company_columns):
 	columns = [
 		{
 			"fieldname": "account",
@@ -298,23 +324,7 @@ def get_columns(companies, filters):
 		},
 	]
 
-	for company in companies:
-		apply_currency_formatter = 1 if not filters.presentation_currency else 0
-		currency = filters.presentation_currency
-		if not currency:
-			currency = erpnext.get_company_currency(company)
-
-		columns.append(
-			{
-				"fieldname": company,
-				"label": f"{company} ({currency})",
-				"fieldtype": "Currency",
-				"options": "currency",
-				"width": 150,
-				"apply_currency_formatter": apply_currency_formatter,
-				"company_name": company,
-			}
-		)
+	columns.extend(company_columns)
 
 	return columns
 

erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py

@@ -8,7 +8,7 @@ from frappe.query_builder import Criterion, Tuple
 from frappe.query_builder.functions import IfNull
 from frappe.utils import getdate, nowdate
 from frappe.utils.nestedset import get_descendants_of
-from pypika.terms import LiteralValue
+from pypika.terms import Bracket, LiteralValue
 
 from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
 	get_accounting_dimensions,
@@ -84,10 +84,8 @@ class PartyLedgerSummaryReport:
 
 		from frappe.desk.reportview import build_match_conditions
 
-		match_conditions = build_match_conditions(party_type)
-
-		if match_conditions:
-			query = query.where(LiteralValue(match_conditions))
+		if match_conditions := build_match_conditions(party_type):
+			query = query.where(Bracket(LiteralValue(match_conditions)))
 
 		party_details = query.run(as_dict=True)
 

erpnext/accounts/report/financial_statements.py

@@ -11,7 +11,7 @@ import frappe
 from frappe import _
 from frappe.query_builder.functions import Max, Min, Sum
 from frappe.utils import add_days, add_months, cint, cstr, flt, formatdate, get_first_day, getdate
-from pypika.terms import ExistsCriterion
+from pypika.terms import Bracket, ExistsCriterion, LiteralValue
 
 from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
 	get_accounting_dimensions,
@@ -564,18 +564,15 @@ def get_accounting_entries(
 		account_filter_query = get_account_filter_query(root_lft, root_rgt, root_type, gl_entry)
 		query = query.where(ExistsCriterion(account_filter_query))
 
+	if group_by_account:
+		query = query.groupby("account")
+
 	from frappe.desk.reportview import build_match_conditions
 
-	query, params = query.walk()
-	match_conditions = build_match_conditions(doctype)
+	if match_conditions := build_match_conditions(doctype):
+		query = query.where(Bracket(LiteralValue(match_conditions)))
 
-	if match_conditions:
-		query += "and" + match_conditions
-
-	if group_by_account:
-		query += " GROUP BY `account`"
-
-	return frappe.db.sql(query, params, as_dict=True)
+	return query.run(as_dict=True)
 
 
 def get_account_filter_query(root_lft, root_rgt, root_type, gl_entry):

erpnext/accounts/report/general_ledger/general_ledger.py

@@ -324,10 +324,8 @@ def get_conditions(filters):
 
 	from frappe.desk.reportview import build_match_conditions
 
-	match_conditions = build_match_conditions("GL Entry")
-
-	if match_conditions:
-		conditions.append(match_conditions)
+	if match_conditions := build_match_conditions("GL Entry"):
+		conditions.append(f"({match_conditions})")
 
 	accounting_dimensions = get_accounting_dimensions(as_list=False)
 

erpnext/accounts/report/gross_profit/gross_profit.py

@@ -5,15 +5,16 @@ from collections import OrderedDict
 
 import frappe
 from frappe import _, qb, scrub
-from frappe.query_builder import Order
+from frappe.query_builder import Case, Order
+from frappe.query_builder.functions import Coalesce
 from frappe.utils import cint, flt, formatdate
+from pypika.terms import ExistsCriterion
 
 from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
 	get_accounting_dimensions,
 	get_dimension_with_children,
 )
 from erpnext.accounts.report.financial_statements import get_cost_centers_with_children
-from erpnext.controllers.queries import get_match_cond
 from erpnext.stock.report.stock_ledger.stock_ledger import get_item_group_condition
 from erpnext.stock.utils import get_incoming_rate
 
@@ -176,7 +177,9 @@ def get_data_when_grouped_by_invoice(columns, gross_profit_data, filters, group_
 	column_names = get_column_names()
 
 	# to display item as Item Code: Item Name
-	columns[0] = "Sales Invoice:Link/Item:300"
+	columns[0]["fieldname"] = "sales_invoice"
+	columns[0]["options"] = "Item"
+	columns[0]["width"] = 300
 	# removing Item Code and Item Name columns
 	supplier_master_name = frappe.db.get_single_value("Buying Settings", "supp_master_name")
 	customer_master_name = frappe.db.get_single_value("Selling Settings", "cust_master_name")
@@ -203,7 +206,11 @@ def get_data_when_grouped_by_invoice(columns, gross_profit_data, filters, group_
 
 		data.append(row)
 
-	total_gross_profit = total_base_amount - total_buying_amount
+	total_gross_profit = flt(
+		total_base_amount + abs(total_buying_amount)
+		if total_buying_amount < 0
+		else total_base_amount - total_buying_amount,
+	)
 	data.append(
 		frappe._dict(
 			{
@@ -215,7 +222,7 @@ def get_data_when_grouped_by_invoice(columns, gross_profit_data, filters, group_
 				"buying_amount": total_buying_amount,
 				"gross_profit": total_gross_profit,
 				"gross_profit_%": flt(
-					(total_gross_profit / total_base_amount) * 100.0,
+					(total_gross_profit / abs(total_base_amount)) * 100.0,
 					cint(frappe.db.get_default("currency_precision")) or 3,
 				)
 				if total_base_amount
@@ -248,9 +255,13 @@ def get_data_when_not_grouped_by_invoice(gross_profit_data, filters, group_wise_
 
 		data.append(row)
 
-	total_gross_profit = total_base_amount - total_buying_amount
+	total_gross_profit = flt(
+		total_base_amount + abs(total_buying_amount)
+		if total_buying_amount < 0
+		else total_base_amount - total_buying_amount,
+	)
 	currency_precision = cint(frappe.db.get_default("currency_precision")) or 3
-	gross_profit_percent = (total_gross_profit / total_base_amount * 100.0) if total_base_amount else 0
+	gross_profit_percent = (total_gross_profit / abs(total_base_amount) * 100.0) if total_base_amount else 0
 
 	total_row = {
 		group_columns[0]: "Total",
@@ -581,10 +592,15 @@ class GrossProfitGenerator:
 				base_amount += row.base_amount
 
 			# calculate gross profit
-			row.gross_profit = flt(row.base_amount - row.buying_amount, self.currency_precision)
+			row.gross_profit = flt(
+				row.base_amount + abs(row.buying_amount)
+				if row.buying_amount < 0
+				else row.base_amount - row.buying_amount,
+				self.currency_precision,
+			)
 			if row.base_amount:
 				row.gross_profit_percent = flt(
-					(row.gross_profit / row.base_amount) * 100.0,
+					(row.gross_profit / abs(row.base_amount)) * 100.0,
 					self.currency_precision,
 				)
 			else:
@@ -673,9 +689,14 @@ class GrossProfitGenerator:
 		return new_row
 
 	def set_average_gross_profit(self, new_row):
-		new_row.gross_profit = flt(new_row.base_amount - new_row.buying_amount, self.currency_precision)
+		new_row.gross_profit = flt(
+			new_row.base_amount + abs(new_row.buying_amount)
+			if new_row.buying_amount < 0
+			else new_row.base_amount - new_row.buying_amount,
+			self.currency_precision,
+		)
 		new_row.gross_profit_percent = (
-			flt(((new_row.gross_profit / new_row.base_amount) * 100.0), self.currency_precision)
+			flt(((new_row.gross_profit / abs(new_row.base_amount)) * 100.0), self.currency_precision)
 			if new_row.base_amount
 			else 0
 		)
@@ -851,129 +872,173 @@ class GrossProfitGenerator:
 		return flt(last_purchase_rate[0][0]) if last_purchase_rate else 0
 
 	def load_invoice_items(self):
-		conditions = ""
-		if self.filters.company:
-			conditions += " and `tabSales Invoice`.company = %(company)s"
-		if self.filters.from_date:
-			conditions += " and posting_date >= %(from_date)s"
-		if self.filters.to_date:
-			conditions += " and posting_date <= %(to_date)s"
+		self.si_list = []
+
+		SalesInvoice = frappe.qb.DocType("Sales Invoice")
+		base_query = self.prepare_invoice_query()
 
 		if self.filters.include_returned_invoices:
-			conditions += " and (is_return = 0 or (is_return=1 and return_against is null))"
+			invoice_query = base_query.where(
+				(SalesInvoice.is_return == 0)
+				| ((SalesInvoice.is_return == 1) & SalesInvoice.return_against.isnull())
+			)
 		else:
-			conditions += " and is_return = 0"
+			invoice_query = base_query.where(SalesInvoice.is_return == 0)
 
-		if self.filters.item_group:
-			conditions += f" and {get_item_group_condition(self.filters.item_group)}"
+		self.si_list += invoice_query.run(as_dict=True)
+		self.prepare_vouchers_to_ignore()
 
-		if self.filters.sales_person:
-			conditions += """
-				and exists(select 1
-							from `tabSales Team` st
-							where st.parent = `tabSales Invoice`.name
-							and   st.sales_person = %(sales_person)s)
-			"""
+		ret_invoice_query = base_query.where(
+			(SalesInvoice.is_return == 1) & SalesInvoice.return_against.isnotnull()
+		)
+		if self.vouchers_to_ignore:
+			ret_invoice_query = ret_invoice_query.where(
+				SalesInvoice.return_against.notin(self.vouchers_to_ignore)
+			)
+
+		self.si_list += ret_invoice_query.run(as_dict=True)
+
+	def prepare_invoice_query(self):
+		SalesInvoice = frappe.qb.DocType("Sales Invoice")
+		SalesInvoiceItem = frappe.qb.DocType("Sales Invoice Item")
+		Item = frappe.qb.DocType("Item")
+		SalesTeam = frappe.qb.DocType("Sales Team")
+		PaymentSchedule = frappe.qb.DocType("Payment Schedule")
+
+		query = (
+			frappe.qb.from_(SalesInvoice)
+			.join(SalesInvoiceItem)
+			.on(SalesInvoiceItem.parent == SalesInvoice.name)
+			.join(Item)
+			.on(Item.name == SalesInvoiceItem.item_code)
+			.where((SalesInvoice.docstatus == 1) & (SalesInvoice.is_opening != "Yes"))
+		)
+
+		query = self.apply_common_filters(query, SalesInvoice, SalesInvoiceItem, SalesTeam, Item)
+
+		query = query.select(
+			SalesInvoiceItem.parenttype,
+			SalesInvoiceItem.parent,
+			SalesInvoice.posting_date,
+			SalesInvoice.posting_time,
+			SalesInvoice.project,
+			SalesInvoice.update_stock,
+			SalesInvoice.customer,
+			SalesInvoice.customer_group,
+			SalesInvoice.customer_name,
+			SalesInvoice.territory,
+			SalesInvoiceItem.item_code,
+			SalesInvoice.base_net_total.as_("invoice_base_net_total"),
+			SalesInvoiceItem.item_name,
+			SalesInvoiceItem.description,
+			SalesInvoiceItem.warehouse,
+			SalesInvoiceItem.item_group,
+			SalesInvoiceItem.brand,
+			SalesInvoiceItem.so_detail,
+			SalesInvoiceItem.sales_order,
+			SalesInvoiceItem.dn_detail,
+			SalesInvoiceItem.delivery_note,
+			SalesInvoiceItem.stock_qty.as_("qty"),
+			SalesInvoiceItem.base_net_rate,
+			SalesInvoiceItem.base_net_amount,
+			SalesInvoiceItem.name.as_("item_row"),
+			SalesInvoice.is_return,
+			SalesInvoiceItem.cost_center,
+			SalesInvoiceItem.serial_and_batch_bundle,
+		)
 
 		if self.filters.group_by == "Sales Person":
-			sales_person_cols = """, sales.sales_person,
-				sales.allocated_percentage * `tabSales Invoice Item`.base_net_amount / 100 as allocated_amount,
-				sales.incentives
-			"""
-			sales_team_table = "left join `tabSales Team` sales on sales.parent = `tabSales Invoice`.name"
-		else:
-			sales_person_cols = ""
-			sales_team_table = ""
+			query = query.select(
+				SalesTeam.sales_person,
+				(SalesTeam.allocated_percentage * SalesInvoiceItem.base_net_amount / 100).as_(
+					"allocated_amount"
+				),
+				SalesTeam.incentives,
+			)
+
+			query = query.left_join(SalesTeam).on(SalesTeam.parent == SalesInvoice.name)
 
 		if self.filters.group_by == "Payment Term":
-			payment_term_cols = """,if(`tabSales Invoice`.is_return = 1,
-										'{}',
-										coalesce(schedule.payment_term, '{}')) as payment_term,
-									schedule.invoice_portion,
-									schedule.payment_amount """.format(_("Sales Return"), _("No Terms"))
-			payment_term_table = """ left join `tabPayment Schedule` schedule on schedule.parent = `tabSales Invoice`.name and
-																				`tabSales Invoice`.is_return = 0 """
-		else:
-			payment_term_cols = ""
-			payment_term_table = ""
+			query = query.select(
+				Case()
+				.when(SalesInvoice.is_return == 1, _("Sales Return"))
+				.else_(Coalesce(PaymentSchedule.payment_term, _("No Terms")))
+				.as_("payment_term"),
+				PaymentSchedule.invoice_portion,
+				PaymentSchedule.payment_amount,
+			)
 
-		if self.filters.get("sales_invoice"):
-			conditions += " and `tabSales Invoice`.name = %(sales_invoice)s"
+			query = query.left_join(PaymentSchedule).on(
+				(PaymentSchedule.parent == SalesInvoice.name) & (SalesInvoice.is_return == 0)
+			)
 
-		if self.filters.get("item_code"):
-			conditions += " and `tabSales Invoice Item`.item_code = %(item_code)s"
+		query = query.orderby(SalesInvoice.posting_date, order=Order.desc).orderby(
+			SalesInvoice.posting_time, order=Order.desc
+		)
 
-		if self.filters.get("cost_center"):
+		return query
+
+	def apply_common_filters(self, query, SalesInvoice, SalesInvoiceItem, SalesTeam, Item):
+		if self.filters.company:
+			query = query.where(SalesInvoice.company == self.filters.company)
+
+		if self.filters.from_date:
+			query = query.where(SalesInvoice.posting_date >= self.filters.from_date)
+
+		if self.filters.to_date:
+			query = query.where(SalesInvoice.posting_date <= self.filters.to_date)
+
+		if self.filters.item_group:
+			query = query.where(get_item_group_condition(self.filters.item_group, Item))
+
+		if self.filters.sales_person:
+			query = query.where(
+				ExistsCriterion(
+					frappe.qb.from_(SalesTeam)
+					.select(1)
+					.where(
+						(SalesTeam.parent == SalesInvoice.name)
+						& (SalesTeam.sales_person == self.filters.sales_person)
+					)
+				)
+			)
+
+		if self.filters.sales_invoice:
+			query = query.where(SalesInvoice.name == self.filters.sales_invoice)
+
+		if self.filters.item_code:
+			query = query.where(SalesInvoiceItem.item_code == self.filters.item_code)
+
+		if self.filters.cost_center:
 			self.filters.cost_center = frappe.parse_json(self.filters.get("cost_center"))
 			self.filters.cost_center = get_cost_centers_with_children(self.filters.cost_center)
-			conditions += " and `tabSales Invoice Item`.cost_center in %(cost_center)s"
+			query = query.where(SalesInvoiceItem.cost_center.isin(self.filters.cost_center))
 
-		if self.filters.get("project"):
+		if self.filters.project:
 			self.filters.project = frappe.parse_json(self.filters.get("project"))
-			conditions += " and `tabSales Invoice Item`.project in %(project)s"
+			query = query.where(SalesInvoiceItem.project.isin(self.filters.project))
 
-		accounting_dimensions = get_accounting_dimensions(as_list=False)
-		if accounting_dimensions:
-			for dimension in accounting_dimensions:
-				if self.filters.get(dimension.fieldname):
-					if frappe.get_cached_value("DocType", dimension.document_type, "is_tree"):
-						self.filters[dimension.fieldname] = get_dimension_with_children(
-							dimension.document_type, self.filters.get(dimension.fieldname)
-						)
-						conditions += (
-							f" and `tabSales Invoice Item`.{dimension.fieldname} in %({dimension.fieldname})s"
-						)
-					else:
-						conditions += (
-							f" and `tabSales Invoice Item`.{dimension.fieldname} in %({dimension.fieldname})s"
-						)
+		for dim in get_accounting_dimensions(as_list=False) or []:
+			if self.filters.get(dim.fieldname):
+				if frappe.get_cached_value("DocType", dim.document_type, "is_tree"):
+					self.filters[dim.fieldname] = get_dimension_with_children(
+						dim.document_type, self.filters.get(dim.fieldname)
+					)
+				query = query.where(SalesInvoiceItem[dim.fieldname].isin(self.filters[dim.fieldname]))
 
-		if self.filters.get("warehouse"):
-			warehouse_details = frappe.db.get_value(
-				"Warehouse", self.filters.get("warehouse"), ["lft", "rgt"], as_dict=1
+		if self.filters.warehouse:
+			lft, rgt = frappe.db.get_value("Warehouse", self.filters.warehouse, ["lft", "rgt"])
+			WH = frappe.qb.DocType("Warehouse")
+			query = query.where(
+				SalesInvoiceItem.warehouse.isin(
+					frappe.qb.from_(WH).select(WH.name).where((WH.lft >= lft) & (WH.rgt <= rgt))
+				)
 			)
-			if warehouse_details:
-				conditions += f" and `tabSales Invoice Item`.warehouse in (select name from `tabWarehouse` wh where wh.lft >= {warehouse_details.lft} and wh.rgt <= {warehouse_details.rgt} and warehouse = wh.name)"
 
-		self.si_list = frappe.db.sql(
-			"""
-			select
-				`tabSales Invoice Item`.parenttype, `tabSales Invoice Item`.parent,
-				`tabSales Invoice`.posting_date, `tabSales Invoice`.posting_time,
-				`tabSales Invoice`.project, `tabSales Invoice`.update_stock,
-				`tabSales Invoice`.customer, `tabSales Invoice`.customer_group, `tabSales Invoice`.customer_name,
-				`tabSales Invoice`.territory, `tabSales Invoice Item`.item_code,
-				`tabSales Invoice`.base_net_total as "invoice_base_net_total",
-				`tabSales Invoice Item`.item_name, `tabSales Invoice Item`.description,
-				`tabSales Invoice Item`.warehouse, `tabSales Invoice Item`.item_group,
-				`tabSales Invoice Item`.brand, `tabSales Invoice Item`.so_detail,
-				`tabSales Invoice Item`.sales_order, `tabSales Invoice Item`.dn_detail,
-				`tabSales Invoice Item`.delivery_note, `tabSales Invoice Item`.stock_qty as qty,
-				`tabSales Invoice Item`.base_net_rate, `tabSales Invoice Item`.base_net_amount,
-				`tabSales Invoice Item`.name as "item_row", `tabSales Invoice`.is_return,
-				`tabSales Invoice Item`.cost_center, `tabSales Invoice Item`.serial_and_batch_bundle
-				{sales_person_cols}
-				{payment_term_cols}
-			from
-				`tabSales Invoice` inner join `tabSales Invoice Item`
-					on `tabSales Invoice Item`.parent = `tabSales Invoice`.name
-				join `tabItem` item on item.name = `tabSales Invoice Item`.item_code
-				{sales_team_table}
-				{payment_term_table}
-			where
-				`tabSales Invoice`.docstatus=1 and `tabSales Invoice`.is_opening!='Yes' {conditions} {match_cond}
-			order by
-				`tabSales Invoice`.posting_date desc, `tabSales Invoice`.posting_time desc""".format(
-				conditions=conditions,
-				sales_person_cols=sales_person_cols,
-				sales_team_table=sales_team_table,
-				payment_term_cols=payment_term_cols,
-				payment_term_table=payment_term_table,
-				match_cond=get_match_cond("Sales Invoice"),
-			),
-			self.filters,
-			as_dict=1,
-		)
+		return query
+
+	def prepare_vouchers_to_ignore(self):
+		self.vouchers_to_ignore = tuple(row["parent"] for row in self.si_list)
 
 	def get_delivery_notes(self):
 		self.delivery_notes = frappe._dict({})

erpnext/accounts/report/gross_profit/test_gross_profit.py

@@ -444,6 +444,7 @@ class TestGrossProfit(IntegrationTestCase):
 			qty=-1, rate=100, posting_date=nowdate(), do_not_save=True, do_not_submit=True
 		)
 		sinv.is_return = 1
+		sinv.items[0].allow_zero_valuation_rate = 1
 		sinv = sinv.save().submit()
 
 		filters = frappe._dict(
@@ -470,7 +471,7 @@ class TestGrossProfit(IntegrationTestCase):
 			"selling_amount": -100.0,
 			"buying_amount": 0.0,
 			"gross_profit": -100.0,
-			"gross_profit_%": 100.0,
+			"gross_profit_%": -100.0,
 		}
 		gp_entry = [x for x in data if x.parent_invoice == sinv.name]
 		report_output = {k: v for k, v in gp_entry[0].items() if k in expected_entry}
@@ -649,21 +650,24 @@ class TestGrossProfit(IntegrationTestCase):
 	def test_profit_for_later_period_return(self):
 		month_start_date, month_end_date = get_first_day(nowdate()), get_last_day(nowdate())
 
+		sales_inv_date = month_start_date
+		return_inv_date = add_days(month_end_date, 1)
+
 		# create sales invoice on month start date
 		sinv = self.create_sales_invoice(qty=1, rate=100, do_not_save=True, do_not_submit=True)
 		sinv.set_posting_time = 1
-		sinv.posting_date = month_start_date
+		sinv.posting_date = sales_inv_date
 		sinv.save().submit()
 
 		# create credit note on next month start date
 		cr_note = make_sales_return(sinv.name)
 		cr_note.set_posting_time = 1
-		cr_note.posting_date = add_days(month_end_date, 1)
+		cr_note.posting_date = return_inv_date
 		cr_note.save().submit()
 
 		# apply filters for invoiced period
 		filters = frappe._dict(
-			company=self.company, from_date=month_start_date, to_date=month_end_date, group_by="Invoice"
+			company=self.company, from_date=month_start_date, to_date=month_start_date, group_by="Invoice"
 		)
 
 		_, data = execute(filters=filters)
@@ -675,7 +679,7 @@ class TestGrossProfit(IntegrationTestCase):
 		self.assertEqual(total.get("gross_profit_%"), 100.0)
 
 		# extend filters upto returned period
-		filters.update(to_date=add_days(month_end_date, 1))
+		filters.update({"to_date": return_inv_date})
 
 		_, data = execute(filters=filters)
 		total = data[-1]
@@ -684,3 +688,63 @@ class TestGrossProfit(IntegrationTestCase):
 		self.assertEqual(total.buying_amount, 0.0)
 		self.assertEqual(total.gross_profit, 0.0)
 		self.assertEqual(total.get("gross_profit_%"), 0.0)
+
+		# apply filters only on returned period
+		filters.update({"from_date": return_inv_date, "to_date": return_inv_date})
+		_, data = execute(filters=filters)
+		total = data[-1]
+
+		self.assertEqual(total.selling_amount, -100.0)
+		self.assertEqual(total.buying_amount, 0.0)
+		self.assertEqual(total.gross_profit, -100.0)
+		self.assertEqual(total.get("gross_profit_%"), -100.0)
+
+	def test_sales_person_wise_gross_profit(self):
+		sales_person = make_sales_person("_Test Sales Person")
+
+		posting_date = get_first_day(nowdate())
+		qty = 10
+		rate = 100
+
+		sinv = self.create_sales_invoice(qty=qty, rate=rate, do_not_save=True, do_not_submit=True)
+		sinv.set_posting_time = 1
+		sinv.posting_date = posting_date
+		sinv.append(
+			"sales_team",
+			{
+				"sales_person": sales_person.name,
+				"allocated_percentage": 100,
+				"allocated_amount": 1000.0,
+				"commission_rate": 5,
+				"incentives": 5,
+			},
+		)
+		sinv.save().submit()
+
+		filters = frappe._dict(
+			company=self.company, from_date=posting_date, to_date=posting_date, group_by="Sales Person"
+		)
+
+		_, data = execute(filters=filters)
+		total = data[-1]
+
+		self.assertEqual(total[5], 1000.0)
+		self.assertEqual(total[6], 0.0)
+		self.assertEqual(total[7], 1000.0)
+		self.assertEqual(total[8], 100.0)
+
+
+def make_sales_person(sales_person_name="_Test Sales Person"):
+	if not frappe.db.exists("Sales Person", {"sales_person_name": sales_person_name}):
+		sales_person_doc = frappe.get_doc(
+			{
+				"doctype": "Sales Person",
+				"is_group": 0,
+				"parent_sales_person": "Sales Team",
+				"sales_person_name": sales_person_name,
+			}
+		).insert(ignore_permissions=True)
+	else:
+		sales_person_doc = frappe.get_doc("Sales Person", {"sales_person_name": sales_person_name})
+
+	return sales_person_doc

erpnext/accounts/report/item_wise_purchase_register/item_wise_purchase_register.py

@@ -5,6 +5,7 @@
 import frappe
 from frappe import _
 from frappe.utils import flt
+from pypika.terms import Bracket, LiteralValue
 
 import erpnext
 from erpnext.accounts.report.item_wise_sales_register.item_wise_sales_register import (
@@ -361,15 +362,12 @@ def get_items(filters, additional_table_columns):
 
 	from frappe.desk.reportview import build_match_conditions
 
-	query, params = query.walk()
-	match_conditions = build_match_conditions(doctype)
-
-	if match_conditions:
-		query += " and " + match_conditions
+	if match_conditions := build_match_conditions(doctype):
+		query = query.where(Bracket(LiteralValue(match_conditions)))
 
 	query = apply_order_by_conditions(doctype, query, filters)
 
-	return frappe.db.sql(query, params, as_dict=True)
+	return query.run(as_dict=True)
 
 
 def get_aii_accounts():

erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.py

@@ -8,6 +8,7 @@ from frappe.query_builder import functions as fn
 from frappe.utils import flt
 from frappe.utils.nestedset import get_descendants_of
 from frappe.utils.xlsxutils import handle_html
+from pypika.terms import Bracket, LiteralValue, Order
 
 from erpnext.accounts.report.sales_register.sales_register import get_mode_of_payments
 from erpnext.accounts.report.utils import get_values_for_columns
@@ -390,20 +391,21 @@ def apply_conditions(query, si, sii, sip, filters, additional_conditions=None):
 
 
 def apply_order_by_conditions(doctype, query, filters):
-	invoice = f"`tab{doctype}`"
-	invoice_item = f"`tab{doctype} Item`"
+	invoice = frappe.qb.DocType(doctype)
+	invoice_item = frappe.qb.DocType(f"{doctype} Item")
 
 	if not filters.get("group_by"):
-		query += f" order by {invoice}.posting_date desc, {invoice_item}.item_group desc"
+		query = query.orderby(invoice.posting_date, order=Order.desc)
+		query = query.orderby(invoice_item.item_group, order=Order.desc)
 	elif filters.get("group_by") == "Invoice":
-		query += f" order by {invoice_item}.parent desc"
+		query = query.orderby(invoice_item.parent, order=Order.desc)
 	elif filters.get("group_by") == "Item":
-		query += f" order by {invoice_item}.item_code"
+		query = query.orderby(invoice_item.item_code)
 	elif filters.get("group_by") == "Item Group":
-		query += f" order by {invoice_item}.item_group"
+		query = query.orderby(invoice_item.item_group)
 	elif filters.get("group_by") in ("Customer", "Customer Group", "Territory", "Supplier"):
 		filter_field = frappe.scrub(filters.get("group_by"))
-		query += f" order by {filter_field} desc"
+		query = query.orderby(filter_field, order=Order.desc)
 
 	return query
 
@@ -481,15 +483,12 @@ def get_items(filters, additional_query_columns, additional_conditions=None):
 
 	from frappe.desk.reportview import build_match_conditions
 
-	query, params = query.walk()
-	match_conditions = build_match_conditions(doctype)
-
-	if match_conditions:
-		query += " and " + match_conditions
+	if match_conditions := build_match_conditions(doctype):
+		query = query.where(Bracket(LiteralValue(match_conditions)))
 
 	query = apply_order_by_conditions(doctype, query, filters)
 
-	return frappe.db.sql(query, params, as_dict=True)
+	return query.run(as_dict=True)
 
 
 def get_delivery_notes_against_sales_order(item_list):

erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py

@@ -68,7 +68,7 @@ def execute(filters=None):
 	currency = filters.presentation_currency or frappe.get_cached_value(
 		"Company", filters.company, "default_currency"
 	)
-	chart = get_chart_data(filters, columns, income, expense, net_profit_loss, currency)
+	chart = get_chart_data(filters, period_list, income, expense, net_profit_loss, currency)
 
 	report_summary, primitive_summary = get_report_summary(
 		period_list, filters.periodicity, income, expense, net_profit_loss, currency, filters
@@ -162,18 +162,19 @@ def get_net_profit_loss(income, expense, period_list, company, currency=None, co
 		return net_profit_loss
 
 
-def get_chart_data(filters, columns, income, expense, net_profit_loss, currency):
-	labels = [d.get("label") for d in columns[4:]]
+def get_chart_data(filters, chart_columns, income, expense, net_profit_loss, currency):
+	labels = [col.get("label") for col in chart_columns]
 
 	income_data, expense_data, net_profit = [], [], []
 
-	for p in columns[4:]:
+	for col in chart_columns:
+		key = col.get("key") or col.get("fieldname")
 		if income:
-			income_data.append(income[-2].get(p.get("fieldname")))
+			income_data.append(income[-2].get(key))
 		if expense:
-			expense_data.append(expense[-2].get(p.get("fieldname")))
+			expense_data.append(expense[-2].get(key))
 		if net_profit_loss:
-			net_profit.append(net_profit_loss.get(p.get("fieldname")))
+			net_profit.append(net_profit_loss.get(key))
 
 	datasets = []
 	if income_data:

erpnext/accounts/report/profitability_analysis/profitability_analysis.py

@@ -3,7 +3,8 @@
 
 
 import frappe
-from frappe import _
+from frappe import _, qb
+from frappe.query_builder import Criterion
 from frappe.utils import cstr, flt
 
 from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_dimensions
@@ -33,11 +34,19 @@ def execute(filters=None):
 
 def get_accounts_data(based_on, company):
 	if based_on == "Cost Center":
-		return frappe.db.sql(
-			"""select name, parent_cost_center as parent_account, cost_center_name as account_name, lft, rgt
-			from `tabCost Center` where company=%s order by name""",
-			company,
-			as_dict=True,
+		cc = qb.DocType("Cost Center")
+		return (
+			qb.from_(cc)
+			.select(
+				cc.name,
+				cc.parent_cost_center.as_("parent_account"),
+				cc.cost_center_name.as_("account_name"),
+				cc.lft,
+				cc.rgt,
+			)
+			.where(cc.company.eq(company))
+			.orderby(cc.name)
+			.run(as_dict=True)
 		)
 	elif based_on == "Project":
 		return frappe.get_all("Project", fields=["name"], filters={"company": company}, order_by="name")
@@ -206,27 +215,38 @@ def set_gl_entries_by_account(
 	company, from_date, to_date, based_on, gl_entries_by_account, ignore_closing_entries=False
 ):
 	"""Returns a dict like { "account": [gl entries], ... }"""
-	additional_conditions = []
+	gl = qb.DocType("GL Entry")
+	acc = qb.DocType("Account")
+
+	conditions = []
+	conditions.append(gl.company.eq(company))
+	conditions.append(gl[based_on].notnull())
+	conditions.append(gl.is_cancelled.eq(0))
+
+	if from_date and to_date:
+		conditions.append(gl.posting_date.between(from_date, to_date))
+	elif from_date and not to_date:
+		conditions.append(gl.posting_date.gte(from_date))
+	elif not from_date and to_date:
+		conditions.append(gl.posting_date.lte(to_date))
 
 	if ignore_closing_entries:
-		additional_conditions.append("and voucher_type !='Period Closing Voucher'")
+		conditions.append(gl.voucher_type.ne("Period Closing Voucher"))
 
-	if from_date:
-		additional_conditions.append("and posting_date >= %(from_date)s")
-
-	gl_entries = frappe.db.sql(
-		"""select posting_date, {based_on} as based_on, debit, credit,
-		is_opening, (select root_type from `tabAccount` where name = account) as type
-		from `tabGL Entry` where company=%(company)s
-		{additional_conditions}
-		and posting_date <= %(to_date)s
-		and {based_on} is not null
-		and is_cancelled = 0
-		order by {based_on}, posting_date""".format(
-			additional_conditions="\n".join(additional_conditions), based_on=based_on
-		),
-		{"company": company, "from_date": from_date, "to_date": to_date},
-		as_dict=True,
+	root_subquery = qb.from_(acc).select(acc.root_type).where(acc.name.eq(gl.account))
+	gl_entries = (
+		qb.from_(gl)
+		.select(
+			gl.posting_date,
+			gl[based_on].as_("based_on"),
+			gl.debit,
+			gl.credit,
+			gl.is_opening,
+			root_subquery.as_("type"),
+		)
+		.where(Criterion.all(conditions))
+		.orderby(gl[based_on], gl.posting_date)
+		.run(as_dict=True)
 	)
 
 	for entry in gl_entries:

erpnext/accounts/report/purchase_register/purchase_register.py

@@ -6,7 +6,7 @@ import frappe
 from frappe import _, msgprint
 from frappe.query_builder.custom import ConstantColumn
 from frappe.utils import flt, getdate
-from pypika import Order
+from pypika.terms import Bracket, LiteralValue, Order
 
 from erpnext.accounts.party import get_party_account
 from erpnext.accounts.report.utils import (
@@ -422,15 +422,13 @@ def get_invoices(filters, additional_query_columns):
 
 	from frappe.desk.reportview import build_match_conditions
 
-	query, params = query.walk()
-	match_conditions = build_match_conditions("Purchase Invoice")
+	if match_conditions := build_match_conditions("Purchase Invoice"):
+		query = query.where(Bracket(LiteralValue(match_conditions)))
 
-	if match_conditions:
-		query += " and " + match_conditions
+	query = query.orderby("posting_date", order=Order.desc)
+	query = query.orderby("name", order=Order.desc)
 
-	query += " order by posting_date desc, name desc"
-
-	return frappe.db.sql(query, params, as_dict=True)
+	return query.run(as_dict=True)
 
 
 def get_conditions(filters, query, doctype):

erpnext/accounts/report/sales_register/sales_register.py

@@ -7,7 +7,7 @@ from frappe import _, msgprint
 from frappe.model.meta import get_field_precision
 from frappe.query_builder.custom import ConstantColumn
 from frappe.utils import flt, getdate
-from pypika import Order
+from pypika.terms import Bracket, LiteralValue, Order
 
 from erpnext.accounts.party import get_party_account
 from erpnext.accounts.report.utils import (
@@ -458,15 +458,13 @@ def get_invoices(filters, additional_query_columns):
 
 	from frappe.desk.reportview import build_match_conditions
 
-	query, params = query.walk()
-	match_conditions = build_match_conditions("Sales Invoice")
+	if match_conditions := build_match_conditions("Sales Invoice"):
+		query = query.where(Bracket(LiteralValue(match_conditions)))
 
-	if match_conditions:
-		query += " and " + match_conditions
+	query = query.orderby("posting_date", order=Order.desc)
+	query = query.orderby("name", order=Order.desc)
 
-	query += " order by posting_date desc, name desc"
-
-	return frappe.db.sql(query, params, as_dict=True)
+	return query.run(as_dict=True)
 
 
 def get_conditions(filters, query, doctype):

erpnext/accounts/report/tax_withholding_details/tax_withholding_details.py

@@ -154,17 +154,11 @@ def get_columns(filters):
 			"width": 60,
 		},
 		{
-			"label": _("Total Amount"),
+			"label": _("Taxable Amount"),
 			"fieldname": "total_amount",
 			"fieldtype": "Currency",
 			"width": 120,
 		},
-		{
-			"label": _("Base Total"),
-			"fieldname": "base_total",
-			"fieldtype": "Currency",
-			"width": 120,
-		},
 		{
 			"label": _("Tax Amount"),
 			"fieldname": "tax_amount",
@@ -172,10 +166,16 @@ def get_columns(filters):
 			"width": 120,
 		},
 		{
-			"label": _("Grand Total"),
+			"label": _("Grand Total (Company Currency)"),
+			"fieldname": "base_total",
+			"fieldtype": "Currency",
+			"width": 150,
+		},
+		{
+			"label": _("Grand Total (Transaction Currency)"),
 			"fieldname": "grand_total",
 			"fieldtype": "Currency",
-			"width": 120,
+			"width": 170,
 		},
 		{
 			"label": _("Reference Date"),

erpnext/accounts/report/tds_computation_summary/tds_computation_summary.py

@@ -106,7 +106,7 @@ def get_columns(filters):
 			"width": 120,
 		},
 		{
-			"label": _("Total Amount"),
+			"label": _("Total Taxable Amount"),
 			"fieldname": "total_amount",
 			"fieldtype": "Float",
 			"width": 120,

erpnext/accounts/utils.py

@@ -500,7 +500,8 @@ def _build_dimensions_dict_for_exc_gain_loss(
 	dimensions_dict = frappe._dict()
 	if entry and active_dimensions:
 		for dim in active_dimensions:
-			dimensions_dict[dim.fieldname] = entry.get(dim.fieldname)
+			if entry_dimension := entry.get(dim.fieldname):
+				dimensions_dict[dim.fieldname] = entry_dimension
 	return dimensions_dict
 
 

erpnext/assets/doctype/asset/asset.js

@@ -111,7 +111,7 @@ frappe.ui.form.on("Asset", {
 				frm.add_custom_button(
 					__("Sell Asset"),
 					function () {
-						frm.trigger("make_sales_invoice");
+						frm.trigger("sell_asset");
 					},
 					__("Manage")
 				);
@@ -513,28 +513,14 @@ frappe.ui.form.on("Asset", {
 	},
 
 	is_composite_asset: function (frm) {
-		if (frm.doc.is_composite_asset) {
-			frm.set_value("net_purchase_amount", 0);
-		} else {
-			frm.set_df_property("net_purchase_amount", "read_only", 0);
+		if (frm.doc.docstatus == 0) {
+			if (frm.doc.is_composite_asset) {
+				frm.set_value("net_purchase_amount", 0);
+			} else {
+				frm.set_df_property("net_purchase_amount", "read_only", 0);
+			}
+			frm.trigger("toggle_reference_doc");
 		}
-		frm.trigger("toggle_reference_doc");
-	},
-
-	make_sales_invoice: function (frm) {
-		frappe.call({
-			args: {
-				asset: frm.doc.name,
-				item_code: frm.doc.item_code,
-				company: frm.doc.company,
-				serial_no: frm.doc.serial_no,
-			},
-			method: "erpnext.assets.doctype.asset.asset.make_sales_invoice",
-			callback: function (r) {
-				var doclist = frappe.model.sync(r.message);
-				frappe.set_route("Form", doclist[0].doctype, doclist[0].name);
-			},
-		});
 	},
 
 	create_asset_maintenance: function (frm) {
@@ -585,6 +571,69 @@ frappe.ui.form.on("Asset", {
 		});
 	},
 
+	sell_asset: function (frm) {
+		const make_sales_invoice = (sell_qty) => {
+			frappe.call({
+				method: "erpnext.assets.doctype.asset.asset.make_sales_invoice",
+				args: {
+					asset: frm.doc.name,
+					item_code: frm.doc.item_code,
+					company: frm.doc.company,
+					serial_no: frm.doc.serial_no,
+					sell_qty: sell_qty,
+				},
+				callback: function (r) {
+					var doclist = frappe.model.sync(r.message);
+					frappe.set_route("Form", doclist[0].doctype, doclist[0].name);
+				},
+			});
+		};
+
+		let dialog = new frappe.ui.Dialog({
+			title: __("Sell Asset"),
+			fields: [
+				{
+					fieldname: "sell_qty",
+					fieldtype: "Int",
+					label: __("Sell Qty"),
+					reqd: 1,
+				},
+			],
+		});
+
+		dialog.set_primary_action(__("Sell"), function () {
+			const dialog_data = dialog.get_values();
+			const sell_qty = cint(dialog_data.sell_qty);
+			const asset_qty = cint(frm.doc.asset_quantity);
+
+			if (sell_qty <= 0) {
+				frappe.throw(__("Sell quantity must be greater than zero"));
+			}
+
+			if (sell_qty > asset_qty) {
+				frappe.throw(__("Sell quantity cannot exceed the asset quantity"));
+			}
+
+			if (sell_qty < asset_qty) {
+				frappe.confirm(
+					__(
+						"The sell quantity is less than the total asset quantity. The remaining quantity will be split into a new asset. This action cannot be undone. <br><br><b>Do you want to continue?</b>"
+					),
+					() => {
+						make_sales_invoice(sell_qty);
+						dialog.hide();
+					}
+				);
+				return;
+			}
+
+			make_sales_invoice(sell_qty);
+			dialog.hide();
+		});
+
+		dialog.show();
+	},
+
 	split_asset: function (frm) {
 		const title = __("Split Asset");
 

erpnext/assets/doctype/asset/asset.py

@@ -484,6 +484,9 @@ class Asset(AccountsController):
 			frappe.throw(_("Available-for-use Date should be after purchase date"))
 
 	def validate_linked_purchase_documents(self):
+		if self.flags.is_split_asset:
+			return
+
 		for fieldname, doctype in [
 			("purchase_receipt", "Purchase Receipt"),
 			("purchase_invoice", "Purchase Invoice"),
@@ -1085,7 +1088,7 @@ def get_asset_naming_series():
 
 
 @frappe.whitelist()
-def make_sales_invoice(asset, item_code, company, serial_no=None, posting_date=None):
+def make_sales_invoice(asset, item_code, company, sell_qty, serial_no=None):
 	asset_doc = frappe.get_doc("Asset", asset)
 	si = frappe.new_doc("Sales Invoice")
 	si.company = company
@@ -1100,7 +1103,7 @@ def make_sales_invoice(asset, item_code, company, serial_no=None, posting_date=N
 			"income_account": disposal_account,
 			"serial_no": serial_no,
 			"cost_center": depreciation_cost_center,
-			"qty": 1,
+			"qty": sell_qty,
 		},
 	)
 
@@ -1380,6 +1383,7 @@ def process_asset_split(existing_asset, split_qty, splitted_asset=None, is_new_a
 	scaling_factor = flt(split_qty) / flt(existing_asset.asset_quantity)
 	new_asset = frappe.copy_doc(existing_asset) if is_new_asset else splitted_asset
 	asset_doc = new_asset if is_new_asset else existing_asset
+	asset_doc.flags.is_split_asset = True
 
 	set_split_asset_values(asset_doc, scaling_factor, split_qty, existing_asset, is_new_asset)
 	log_asset_activity(existing_asset, asset_doc, splitted_asset, is_new_asset)

erpnext/assets/doctype/asset/test_asset.py

@@ -330,7 +330,9 @@ class TestAsset(AssetSetup):
 
 		post_depreciation_entries(date=add_months(purchase_date, 2))
 
-		si = make_sales_invoice(asset=asset.name, item_code="Macbook Pro", company="_Test Company")
+		si = make_sales_invoice(
+			asset=asset.name, item_code="Macbook Pro", company="_Test Company", sell_qty=asset.asset_quantity
+		)
 		si.customer = "_Test Customer"
 		si.due_date = date
 		si.get("items")[0].rate = 25000
@@ -458,7 +460,9 @@ class TestAsset(AssetSetup):
 
 		post_depreciation_entries(date="2021-01-01")
 
-		si = make_sales_invoice(asset=asset.name, item_code="Macbook Pro", company="_Test Company")
+		si = make_sales_invoice(
+			asset=asset.name, item_code="Macbook Pro", company="_Test Company", sell_qty=asset.asset_quantity
+		)
 		si.customer = "_Test Customer"
 		si.due_date = nowdate()
 		si.get("items")[0].rate = 25000
@@ -698,6 +702,128 @@ class TestAsset(AssetSetup):
 		frappe.db.set_value("Asset Category Account", name, "capital_work_in_progress_account", cwip_acc)
 		frappe.db.get_value("Company", "_Test Company", "capital_work_in_progress_account", cwip_acc)
 
+	def test_partial_asset_sale(self):
+		date = nowdate()
+		purchase_date = add_months(get_first_day(date), -2)
+		depreciation_start_date = add_months(get_last_day(date), -2)
+
+		# create an asset
+		asset = create_asset(
+			item_code="Macbook Pro",
+			is_existing_asset=1,
+			calculate_depreciation=1,
+			available_for_use_date=purchase_date,
+			purchase_date=purchase_date,
+			depreciation_start_date=depreciation_start_date,
+			net_purchase_amount=1000000.0,
+			purchase_amount=1000000.0,
+			asset_quantity=10,
+			total_number_of_depreciations=12,
+			frequency_of_depreciation=1,
+			submit=1,
+		)
+		asset_depr_schedule_before_sale = get_asset_depr_schedule_doc(asset.name, "Active")
+		post_depreciation_entries(date)
+		asset.reload()
+
+		# check asset values before sale
+		self.assertEqual(asset.asset_quantity, 10)
+		self.assertEqual(asset.net_purchase_amount, 1000000)
+		self.assertEqual(asset.status, "Partially Depreciated")
+		self.assertEqual(
+			asset_depr_schedule_before_sale.depreciation_schedule[0].get("depreciation_amount"), 83333.33
+		)
+
+		# make a partial sales against the asset
+		si = make_sales_invoice(
+			asset=asset.name, item_code="Macbook Pro", company="_Test Company", sell_qty=5
+		)
+		si.customer = "_Test Customer"
+		si.due_date = date
+		si.get("items")[0].rate = 25000
+		si.insert()
+		si.submit()
+
+		asset.reload()
+		asset_depr_schedule_after_sale = get_asset_depr_schedule_doc(asset.name, "Active")
+
+		# check asset values after sales
+		self.assertEqual(asset.asset_quantity, 5)
+		self.assertEqual(asset.net_purchase_amount, 500000)
+		self.assertEqual(asset.status, "Sold")
+		self.assertEqual(
+			asset_depr_schedule_after_sale.depreciation_schedule[0].get("depreciation_amount"), 41666.66
+		)
+
+	def test_asset_splitting_for_non_existing_asset(self):
+		date = nowdate()
+		purchase_date = add_months(get_first_day(date), -2)
+		depreciation_start_date = add_months(get_last_day(date), -2)
+
+		asset_qty = 10
+		asset_rate = 100000.0
+		asset_item = "Macbook Pro"
+		asset_location = "Test Location"
+
+		frappe.db.set_value("Item", asset_item, "is_grouped_asset", 1)
+
+		# Inward asset via Purchase Receipt
+		pr = make_purchase_receipt(
+			item_code="Macbook Pro",
+			posting_date=purchase_date,
+			qty=asset_qty,
+			rate=asset_rate,
+			location=asset_location,
+			supplier="_Test Supplier",
+		)
+
+		asset = frappe.db.get_value("Asset", {"purchase_receipt": pr.name, "docstatus": 0}, "name")
+		asset_doc = frappe.get_doc("Asset", asset)
+		asset_doc.calculate_depreciation = 1
+		asset_doc.available_for_use_date = purchase_date
+		asset_doc.location = asset_location
+		asset_doc.append(
+			"finance_books",
+			{
+				"expected_value_after_useful_life": 0,
+				"depreciation_method": "Straight Line",
+				"total_number_of_depreciations": 12,
+				"frequency_of_depreciation": 1,
+				"depreciation_start_date": depreciation_start_date,
+			},
+		)
+		asset_doc.submit()
+
+		# check asset values before splitting
+		asset_depr_schedule_before_splitting = get_asset_depr_schedule_doc(asset_doc.name, "Active")
+		self.assertEqual(asset_doc.asset_quantity, 10)
+		self.assertEqual(asset_doc.net_purchase_amount, 1000000)
+		self.assertEqual(
+			asset_depr_schedule_before_splitting.depreciation_schedule[0].get("depreciation_amount"), 83333.33
+		)
+
+		# initate asset split
+		new_asset = split_asset(asset_doc.name, 5)
+		asset_doc.reload()
+		asset_depr_schedule_after_sale = get_asset_depr_schedule_doc(asset_doc.name, "Active")
+		new_asset_depr_schedule = get_asset_depr_schedule_doc(new_asset.name, "Active")
+
+		# check asset values after splitting
+		self.assertEqual(asset_doc.asset_quantity, 5)
+		self.assertEqual(asset_doc.net_purchase_amount, 500000)
+		self.assertEqual(
+			asset_depr_schedule_after_sale.depreciation_schedule[0].get("depreciation_amount"), 41666.66
+		)
+
+		# check new asset values after splitting
+		self.assertEqual(new_asset.asset_quantity, 5)
+		self.assertEqual(new_asset.net_purchase_amount, 500000)
+		self.assertEqual(
+			new_asset_depr_schedule.depreciation_schedule[0].get("depreciation_amount"), 41666.66
+		)
+
+		frappe.db.set_value("Item", asset_item, "is_grouped_asset", 0)
+
 
 class TestDepreciationMethods(AssetSetup):
 	def test_schedule_for_straight_line_method(self):

erpnext/assets/doctype/asset_movement/asset_movement.py

@@ -5,7 +5,7 @@
 import frappe
 from frappe import _
 from frappe.model.document import Document
-from frappe.utils import cstr, get_link_to_form
+from frappe.utils import cstr, get_datetime, get_link_to_form
 
 from erpnext.assets.doctype.asset_activity.asset_activity import add_asset_activity
 
@@ -34,6 +34,7 @@ class AssetMovement(Document):
 		for d in self.assets:
 			self.validate_asset(d)
 			self.validate_movement(d)
+			self.validate_transaction_date(d)
 
 	def validate_asset(self, d):
 		status, company = frappe.db.get_value("Asset", d.asset, ["status", "company"])
@@ -51,6 +52,18 @@ class AssetMovement(Document):
 		else:
 			self.validate_employee(d)
 
+	def validate_transaction_date(self, d):
+		previous_movement_date = frappe.db.get_value(
+			"Asset Movement",
+			[["Asset Movement Item", "asset", "=", d.asset], ["docstatus", "=", 1]],
+			"transaction_date",
+			order_by="transaction_date desc",
+		)
+		if previous_movement_date and get_datetime(previous_movement_date) > get_datetime(
+			self.transaction_date
+		):
+			frappe.throw(_("Transaction date can't be earlier than previous movement date"))
+
 	def validate_location_and_employee(self, d):
 		self.validate_location(d)
 		self.validate_employee(d)

erpnext/assets/doctype/asset_movement/test_asset_movement.py

@@ -4,9 +4,9 @@ import unittest
 
 import frappe
 from frappe.tests import IntegrationTestCase
-from frappe.utils import now
+from frappe.utils import add_days, now
 
-from erpnext.assets.doctype.asset.test_asset import create_asset_data
+from erpnext.assets.doctype.asset.test_asset import create_asset, create_asset_data
 from erpnext.setup.doctype.employee.test_employee import make_employee
 from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
 
@@ -147,6 +147,33 @@ class TestAssetMovement(IntegrationTestCase):
 		movement1.cancel()
 		self.assertEqual(frappe.db.get_value("Asset", asset.name, "location"), "Test Location")
 
+	def test_movement_transaction_date(self):
+		asset = create_asset(item_code="Macbook Pro", do_not_save=1)
+		asset.save().submit()
+
+		if not frappe.db.exists("Location", "Test Location 2"):
+			frappe.get_doc({"doctype": "Location", "location_name": "Test Location 2"}).insert()
+
+		asset_creation_date = frappe.db.get_value(
+			"Asset Movement",
+			[["Asset Movement Item", "asset", "=", asset.name], ["docstatus", "=", 1]],
+			"transaction_date",
+		)
+		asset_movement = create_asset_movement(
+			purpose="Transfer",
+			company=asset.company,
+			assets=[
+				{
+					"asset": asset.name,
+					"source_location": "Test Location",
+					"target_location": "Test Location 2",
+				}
+			],
+			transaction_date=add_days(asset_creation_date, -1),
+			do_not_save=True,
+		)
+		self.assertRaises(frappe.ValidationError, asset_movement.save)
+
 
 def create_asset_movement(**args):
 	args = frappe._dict(args)
@@ -165,9 +192,10 @@ def create_asset_movement(**args):
 			"reference_name": args.reference_name,
 		}
 	)
-
-	movement.insert()
-	movement.submit()
+	if not args.do_not_save:
+		movement.insert(ignore_if_duplicate=True)
+		if not args.do_not_submit:
+			movement.submit()
 
 	return movement
 

erpnext/assets/doctype/asset_repair/test_asset_repair.py

@@ -51,7 +51,9 @@ class TestAssetRepair(IntegrationTestCase):
 			submit=1,
 		)
 
-		si = make_sales_invoice(asset=asset.name, item_code="Macbook Pro", company="_Test Company")
+		si = make_sales_invoice(
+			asset=asset.name, item_code="Macbook Pro", company="_Test Company", sell_qty=asset.asset_quantity
+		)
 		si.customer = "_Test Customer"
 		si.due_date = date
 		si.get("items")[0].rate = 25000

erpnext/assets/module_onboarding/asset_onboarding/asset_onboarding.json

@@ -0,0 +1,44 @@
+{
+ "allow_roles": [
+  {
+   "role": "Accounts Manager"
+  },
+  {
+   "role": "Accounts User"
+  },
+  {
+   "role": "Quality Manager"
+  }
+ ],
+ "creation": "2026-02-23 20:56:50.917521",
+ "docstatus": 0,
+ "doctype": "Module Onboarding",
+ "idx": 0,
+ "is_complete": 0,
+ "modified": "2026-02-26 10:50:47.970714",
+ "modified_by": "Administrator",
+ "module": "Assets",
+ "name": "Asset Onboarding",
+ "owner": "Administrator",
+ "steps": [
+  {
+   "step": "Learn Asset"
+  },
+  {
+   "step": "Create Asset Category"
+  },
+  {
+   "step": "Create Asset Item"
+  },
+  {
+   "step": "Create Asset Location"
+  },
+  {
+   "step": "Create Existing Asset"
+  },
+  {
+   "step": "View Balance Sheet"
+  }
+ ],
+ "title": "Assets Setup"
+}

erpnext/assets/onboarding_step/create_asset_category/create_asset_category.json

@@ -0,0 +1,20 @@
+{
+ "action": "Create Entry",
+ "action_label": "Create Asset Category",
+ "creation": "2026-02-23 20:50:50.211884",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 1,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-23 20:50:50.211884",
+ "modified_by": "Administrator",
+ "name": "Create Asset Category",
+ "owner": "Administrator",
+ "reference_document": "Asset Category",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Create Asset Category",
+ "validate_action": 1
+}

erpnext/assets/onboarding_step/create_asset_item/create_asset_item.json

@@ -0,0 +1,21 @@
+{
+ "action": "Create Entry",
+ "action_label": "Create Asset Item",
+ "creation": "2026-02-23 20:52:40.135614",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 1,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-23 22:31:53.211343",
+ "modified_by": "Administrator",
+ "name": "Create Asset Item",
+ "owner": "Administrator",
+ "reference_document": "Item",
+ "route_options": "{\n    \"is_fixed_asset\": 1,\n    \"is_stock_item\": 0\n}",
+ "show_form_tour": 0,
+ "show_full_form": 1,
+ "title": "Create Asset Item",
+ "validate_action": 1
+}

erpnext/assets/onboarding_step/create_asset_location/create_asset_location.json

@@ -0,0 +1,20 @@
+{
+ "action": "Create Entry",
+ "action_label": "Create Asset Location",
+ "creation": "2026-02-23 20:53:07.450876",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-23 20:53:07.450876",
+ "modified_by": "Administrator",
+ "name": "Create Asset Location",
+ "owner": "Administrator",
+ "reference_document": "Location",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Create Asset Location",
+ "validate_action": 1
+}

erpnext/assets/onboarding_step/create_existing_asset/create_existing_asset.json

@@ -0,0 +1,21 @@
+{
+ "action": "Create Entry",
+ "action_label": "Create Existing Asset",
+ "creation": "2026-02-23 20:54:25.961869",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 3,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-23 22:31:48.789836",
+ "modified_by": "Administrator",
+ "name": "Create Existing Asset",
+ "owner": "Administrator",
+ "reference_document": "Asset",
+ "route_options": "{\n    \"asset_type\": \"Existing Asset\"\n}",
+ "show_form_tour": 0,
+ "show_full_form": 1,
+ "title": "Create Existing Asset",
+ "validate_action": 1
+}

erpnext/assets/onboarding_step/learn_asset/learn_asset.json

@@ -0,0 +1,20 @@
+{
+ "action": "View Docs",
+ "action_label": "Learn Asset",
+ "creation": "2026-02-23 21:00:47.254648",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-26 10:50:59.557156",
+ "modified_by": "Administrator",
+ "name": "Learn Asset",
+ "owner": "Administrator",
+ "path": "https://docs.frappe.io/erpnext/assets/introduction",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Learn Asset",
+ "validate_action": 1
+}

erpnext/assets/onboarding_step/view_balance_sheet/view_balance_sheet.json

@@ -0,0 +1,23 @@
+{
+ "action": "View Report",
+ "action_label": "View Balance Sheet",
+ "creation": "2026-02-23 19:22:57.651194",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 0,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-23 22:44:39.178107",
+ "modified_by": "Administrator",
+ "name": "View Balance Sheet",
+ "owner": "Administrator",
+ "reference_report": "Balance Sheet",
+ "report_description": "View Balance Sheet",
+ "report_reference_doctype": "GL Entry",
+ "report_type": "Script Report",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "View Balance Sheet",
+ "validate_action": 1
+}

erpnext/buying/doctype/purchase_order/purchase_order.js

@@ -428,7 +428,7 @@ erpnext.buying.PurchaseOrderController = class PurchaseOrderController extends (
 						this.frm.add_custom_button(
 							__("Payment Request"),
 							function () {
-								me.make_payment_request();
+								me.make_payment_request_with_schedule();
 							},
 							__("Create")
 						);
@@ -461,27 +461,6 @@ erpnext.buying.PurchaseOrderController = class PurchaseOrderController extends (
 		}
 	}
 
-	get_items_from_open_material_requests() {
-		erpnext.utils.map_current_doc({
-			method: "erpnext.stock.doctype.material_request.material_request.make_purchase_order_based_on_supplier",
-			args: {
-				supplier: this.frm.doc.supplier,
-			},
-			source_doctype: "Material Request",
-			source_name: this.frm.doc.supplier,
-			target: this.frm,
-			setters: {
-				company: this.frm.doc.company,
-			},
-			get_query_filters: {
-				docstatus: ["!=", 2],
-				supplier: this.frm.doc.supplier,
-			},
-			get_query_method:
-				"erpnext.stock.doctype.material_request.material_request.get_material_requests_based_on_supplier",
-		});
-	}
-
 	validate() {
 		set_schedule_date(this.frm);
 	}

erpnext/buying/doctype/purchase_order/purchase_order.json

@@ -15,8 +15,6 @@
   "supplier_name",
   "order_confirmation_no",
   "order_confirmation_date",
-  "get_items_from_open_material_requests",
-  "mps",
   "column_break_7",
   "transaction_date",
   "schedule_date",
@@ -25,7 +23,6 @@
   "is_subcontracted",
   "has_unit_price_items",
   "supplier_warehouse",
-  "amended_from",
   "accounting_dimensions_section",
   "cost_center",
   "dimension_col_break",
@@ -79,16 +76,19 @@
   "taxes_and_charges_deducted",
   "total_taxes_and_charges",
   "totals_section",
-  "base_grand_total",
-  "base_rounding_adjustment",
-  "base_in_words",
-  "base_rounded_total",
-  "column_break4",
   "grand_total",
+  "in_words",
+  "column_break4",
+  "disable_rounded_total",
   "rounding_adjustment",
   "rounded_total",
-  "disable_rounded_total",
-  "in_words",
+  "base_totals_section",
+  "base_grand_total",
+  "base_in_words",
+  "column_break_jkoz",
+  "base_rounding_adjustment",
+  "base_rounded_total",
+  "section_break_tnkm",
   "advance_paid",
   "discount_section",
   "apply_discount_on",
@@ -154,11 +154,13 @@
   "auto_repeat",
   "update_auto_repeat_reference",
   "additional_info_section",
-  "is_internal_supplier",
+  "party_account_currency",
   "represents_company",
   "ref_sq",
+  "amended_from",
   "column_break_74",
-  "party_account_currency",
+  "mps",
+  "is_internal_supplier",
   "inter_company_order_reference",
   "is_old_subcontracting_flow",
   "connections_tab"
@@ -206,13 +208,6 @@
    "reqd": 1,
    "search_index": 1
   },
-  {
-   "depends_on": "eval:doc.supplier && doc.docstatus===0 && (!(doc.items && doc.items.length) || (doc.items.length==1 && !doc.items[0].item_code))",
-   "description": "Fetch items based on Default Supplier.",
-   "fieldname": "get_items_from_open_material_requests",
-   "fieldtype": "Button",
-   "label": "Get Items from Open Material Requests"
-  },
   {
    "bold": 1,
    "fetch_from": "supplier.supplier_name",
@@ -773,7 +768,7 @@
   {
    "fieldname": "base_grand_total",
    "fieldtype": "Currency",
-   "label": "Grand Total (Company Currency)",
+   "label": "Grand Total",
    "no_copy": 1,
    "oldfieldname": "grand_total",
    "oldfieldtype": "Currency",
@@ -785,7 +780,7 @@
    "depends_on": "eval:!doc.disable_rounded_total",
    "fieldname": "base_rounding_adjustment",
    "fieldtype": "Currency",
-   "label": "Rounding Adjustment (Company Currency)",
+   "label": "Rounding Adjustment",
    "no_copy": 1,
    "options": "Company:company:default_currency",
    "print_hide": 1,
@@ -794,7 +789,7 @@
   {
    "fieldname": "base_in_words",
    "fieldtype": "Data",
-   "label": "In Words (Company Currency)",
+   "label": "In Words",
    "length": 240,
    "oldfieldname": "in_words",
    "oldfieldtype": "Data",
@@ -804,7 +799,7 @@
   {
    "fieldname": "base_rounded_total",
    "fieldtype": "Currency",
-   "label": "Rounded Total (Company Currency)",
+   "label": "Rounded Total",
    "oldfieldname": "rounded_total",
    "oldfieldtype": "Currency",
    "options": "Company:company:default_currency",
@@ -862,7 +857,7 @@
   {
    "fieldname": "advance_paid",
    "fieldtype": "Currency",
-   "label": "Advance Paid",
+   "label": "Advance Paid (Company Currency)",
    "no_copy": 1,
    "options": "party_account_currency",
    "print_hide": 1,
@@ -1301,8 +1296,21 @@
    "hidden": 1,
    "label": "Item Wise Tax Details",
    "no_copy": 1,
-   "options": "Item Wise Tax Detail",
-   "print_hide": 1
+   "options": "Item Wise Tax Detail"
+  },
+  {
+   "fieldname": "column_break_jkoz",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "base_totals_section",
+   "fieldtype": "Section Break",
+   "label": "Totals (Company Currency)",
+   "options": "Company:company:default_currency"
+  },
+  {
+   "fieldname": "section_break_tnkm",
+   "fieldtype": "Section Break"
   }
  ],
  "grid_page_length": 50,
@@ -1310,7 +1318,7 @@
  "idx": 105,
  "is_submittable": 1,
  "links": [],
- "modified": "2026-01-29 21:22:54.323838",
+ "modified": "2026-02-23 14:22:33.323946",
  "modified_by": "Administrator",
  "module": "Buying",
  "name": "Purchase Order",

erpnext/buying/doctype/purchase_order/purchase_order.py

@@ -191,6 +191,9 @@ class PurchaseOrder(BuyingController):
 		self.set_has_unit_price_items()
 		self.flags.allow_zero_qty = self.has_unit_price_items
 
+		if self.is_subcontracted:
+			self.status_updater[0]["source_field"] = "fg_item_qty"
+
 	def validate(self):
 		super().validate()
 

erpnext/buying/doctype/supplier/supplier.js

@@ -73,6 +73,12 @@ frappe.ui.form.on("Supplier", {
 		};
 	},
 
+	supplier_group(frm) {
+		if (frm.doc.supplier_group) {
+			frm.trigger("get_supplier_group_details");
+		}
+	},
+
 	refresh: function (frm) {
 		if (frappe.defaults.get_default("supp_master_name") != "Naming Series") {
 			frm.toggle_display("naming_series", false);
@@ -111,14 +117,6 @@ frappe.ui.form.on("Supplier", {
 				__("View")
 			);
 
-			frm.add_custom_button(
-				__("Get Supplier Group Details"),
-				function () {
-					frm.trigger("get_supplier_group_details");
-				},
-				__("Actions")
-			);
-
 			if (
 				cint(frappe.defaults.get_default("enable_common_party_accounting")) &&
 				frappe.model.can_create("Party Link")
@@ -135,14 +133,6 @@ frappe.ui.form.on("Supplier", {
 			// indicators
 			erpnext.utils.set_party_dashboard_indicators(frm);
 		}
-
-		frm.set_query("supplier_group", () => {
-			return {
-				filters: {
-					is_group: 0,
-				},
-			};
-		});
 	},
 	get_supplier_group_details: function (frm) {
 		frappe.call({

erpnext/buying/doctype/supplier/supplier.json

@@ -11,11 +11,12 @@
  "engine": "InnoDB",
  "field_order": [
   "naming_series",
+  "supplier_type",
   "supplier_name",
-  "country",
+  "gender",
   "column_break0",
   "supplier_group",
-  "supplier_type",
+  "country",
   "is_transporter",
   "image",
   "defaults_section",
@@ -23,24 +24,12 @@
   "default_bank_account",
   "column_break_10",
   "default_price_list",
-  "internal_supplier_section",
-  "is_internal_supplier",
-  "represents_company",
-  "column_break_16",
-  "companies",
   "column_break2",
   "supplier_details",
   "column_break_30",
   "website",
   "language",
   "customer_numbers",
-  "dashboard_tab",
-  "tax_tab",
-  "tax_id",
-  "tax_category",
-  "column_break_27",
-  "tax_withholding_category",
-  "tax_withholding_group",
   "contact_and_address_tab",
   "address_contacts",
   "address_html",
@@ -54,19 +43,32 @@
   "supplier_primary_contact",
   "mobile_no",
   "email_id",
+  "tax_tab",
+  "tax_id",
+  "tax_category",
+  "column_break_27",
+  "tax_withholding_category",
+  "tax_withholding_group",
   "accounting_tab",
   "payment_terms",
   "default_accounts_section",
   "accounts",
+  "internal_supplier_section",
+  "is_internal_supplier",
+  "represents_company",
+  "column_break_16",
+  "companies",
   "settings_tab",
   "allow_purchase_invoice_creation_without_purchase_order",
   "allow_purchase_invoice_creation_without_purchase_receipt",
   "column_break_54",
-  "is_frozen",
   "disabled",
+  "rfq_and_purchase_order_settings_section",
+  "is_frozen",
   "warn_rfqs",
-  "warn_pos",
   "prevent_rfqs",
+  "column_break_oxjw",
+  "warn_pos",
   "prevent_pos",
   "block_supplier_section",
   "on_hold",
@@ -75,7 +77,7 @@
   "release_date",
   "portal_users_tab",
   "portal_users",
-  "column_break_1mqv"
+  "dashboard_tab"
  ],
  "fields": [
   {
@@ -167,6 +169,7 @@
    "in_list_view": 1,
    "in_standard_filter": 1,
    "label": "Supplier Group",
+   "link_filters": "[[\"Supplier Group\",\"is_group\",\"=\",0]]",
    "oldfieldname": "supplier_type",
    "oldfieldtype": "Link",
    "options": "Supplier Group"
@@ -397,7 +400,7 @@
   {
    "fieldname": "dashboard_tab",
    "fieldtype": "Tab Break",
-   "label": "Dashboard",
+   "label": "Connections",
    "show_dashboard": 1
   },
   {
@@ -429,7 +432,7 @@
    "collapsible": 1,
    "fieldname": "internal_supplier_section",
    "fieldtype": "Section Break",
-   "label": "Internal Supplier"
+   "label": "Internal Supplier Accounting"
   },
   {
    "fieldname": "column_break_16",
@@ -468,10 +471,6 @@
    "label": "Supplier Portal Users",
    "options": "Portal User"
   },
-  {
-   "fieldname": "column_break_1mqv",
-   "fieldtype": "Column Break"
-  },
   {
    "fieldname": "column_break_mglr",
    "fieldtype": "Column Break"
@@ -487,6 +486,22 @@
    "fieldtype": "Link",
    "label": "Tax Withholding Group",
    "options": "Tax Withholding Group"
+  },
+  {
+   "depends_on": "eval:doc.supplier_type == 'Individual'",
+   "fieldname": "gender",
+   "fieldtype": "Link",
+   "label": "Gender",
+   "options": "Gender"
+  },
+  {
+   "fieldname": "rfq_and_purchase_order_settings_section",
+   "fieldtype": "Section Break",
+   "label": "RFQ and Purchase Order Settings"
+  },
+  {
+   "fieldname": "column_break_oxjw",
+   "fieldtype": "Column Break"
   }
  ],
  "grid_page_length": 50,
@@ -500,7 +515,7 @@
    "link_fieldname": "party"
   }
  ],
- "modified": "2026-01-16 15:56:31.139206",
+ "modified": "2026-02-10 21:28:01.101808",
  "modified_by": "Administrator",
  "module": "Buying",
  "name": "Supplier",

erpnext/buying/doctype/supplier/supplier.py

@@ -49,6 +49,7 @@ class Supplier(TransactionBase):
 		default_price_list: DF.Link | None
 		disabled: DF.Check
 		email_id: DF.ReadOnly | None
+		gender: DF.Link | None
 		hold_type: DF.Literal["", "All", "Invoices", "Payments"]
 		image: DF.AttachImage | None
 		is_frozen: DF.Check
@@ -161,8 +162,6 @@ class Supplier(TransactionBase):
 		if doc.payment_terms:
 			self.payment_terms = doc.payment_terms
 
-		self.save()
-
 	def validate_internal_supplier(self):
 		if not self.is_internal_supplier:
 			self.represents_company = ""

erpnext/buying/form_tour/supplier_form_tour/supplier_form_tour.json

@@ -0,0 +1,42 @@
+{
+ "creation": "2026-02-22 16:46:17.299107",
+ "docstatus": 0,
+ "doctype": "Form Tour",
+ "first_document": 0,
+ "idx": 0,
+ "include_name_field": 0,
+ "is_standard": 1,
+ "list_name": "List",
+ "modified": "2026-02-22 16:46:17.299107",
+ "modified_by": "Administrator",
+ "module": "Buying",
+ "name": "Supplier Form Tour",
+ "new_document_form": 0,
+ "owner": "Administrator",
+ "reference_doctype": "Supplier",
+ "report_name": "",
+ "save_on_complete": 1,
+ "steps": [
+  {
+   "description": "Enter the Full Name of the Supplier",
+   "fieldname": "supplier_name",
+   "fieldtype": "Data",
+   "has_next_condition": 0,
+   "hide_buttons": 0,
+   "is_table_field": 0,
+   "label": "Supplier Name",
+   "modal_trigger": 0,
+   "next_on_click": 0,
+   "offset_x": 0,
+   "offset_y": 0,
+   "popover_element": 0,
+   "position": "Left",
+   "title": "Full Name",
+   "ui_tour": 0
+  }
+ ],
+ "title": "Supplier Form Tour",
+ "track_steps": 0,
+ "ui_tour": 0,
+ "view_name": "Workspaces"
+}

erpnext/buying/module_onboarding/buying_onboarding/buying_onboarding.json

@@ -0,0 +1,41 @@
+{
+ "allow_roles": [
+  {
+   "role": "Purchase Manager"
+  },
+  {
+   "role": "Purchase User"
+  }
+ ],
+ "creation": "2026-02-19 10:53:58.761773",
+ "docstatus": 0,
+ "doctype": "Module Onboarding",
+ "idx": 0,
+ "is_complete": 0,
+ "modified": "2026-02-25 16:59:28.328912",
+ "modified_by": "Administrator",
+ "module": "Buying",
+ "name": "Buying Onboarding",
+ "owner": "Administrator",
+ "steps": [
+  {
+   "step": "Create Supplier"
+  },
+  {
+   "step": "Create Item"
+  },
+  {
+   "step": "Create Purchase Order"
+  },
+  {
+   "step": "Create Purchase Invoice"
+  },
+  {
+   "step": "View Purchase Order Analysis"
+  },
+  {
+   "step": "Review Buying Settings"
+  }
+ ],
+ "title": "Buying Setup"
+}

erpnext/buying/onboarding_step/create_item/create_item.json

@@ -0,0 +1,20 @@
+{
+ "action": "Create Entry",
+ "action_label": "Create Item",
+ "creation": "2026-02-19 12:38:40.865013",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 8,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-25 16:58:56.384284",
+ "modified_by": "Administrator",
+ "name": "Create Item",
+ "owner": "Administrator",
+ "reference_document": "Item",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Create Item",
+ "validate_action": 1
+}

erpnext/buying/onboarding_step/create_purchase_invoice/create_purchase_invoice.json

@@ -0,0 +1,20 @@
+{
+ "action": "Create Entry",
+ "action_label": "Create Purchase Invoice",
+ "creation": "2026-02-19 12:38:14.868162",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "idx": 5,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-25 16:58:56.386439",
+ "modified_by": "Administrator",
+ "name": "Create Purchase Invoice",
+ "owner": "Administrator",
+ "reference_document": "Purchase Invoice",
+ "show_form_tour": 0,
+ "show_full_form": 0,
+ "title": "Create Purchase Invoice",
+ "validate_action": 1
+}

erpnext/buying/onboarding_step/create_purchase_order/create_purchase_order.json

@@ -0,0 +1,21 @@
+{
+ "action": "Create Entry",
+ "action_label": "Create Purchase Order",
+ "creation": "2026-02-19 12:13:44.068135",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "form_tour": "",
+ "idx": 2,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-25 16:58:56.379480",
+ "modified_by": "Administrator",
+ "name": "Create Purchase Order",
+ "owner": "Administrator",
+ "reference_document": "Purchase Order",
+ "show_form_tour": 0,
+ "show_full_form": 1,
+ "title": "Create Purchase Order",
+ "validate_action": 1
+}

erpnext/buying/onboarding_step/create_supplier/create_supplier.json

@@ -0,0 +1,22 @@
+{
+ "action": "Create Entry",
+ "action_label": "Create supplier",
+ "creation": "2026-02-19 10:53:56.936107",
+ "description": "",
+ "docstatus": 0,
+ "doctype": "Onboarding Step",
+ "form_tour": "Supplier Form Tour",
+ "idx": 2,
+ "is_complete": 0,
+ "is_single": 0,
+ "is_skipped": 0,
+ "modified": "2026-02-25 16:58:56.375824",
+ "modified_by": "Administrator",
+ "name": "Create Supplier",
+ "owner": "Administrator",
+ "reference_document": "Supplier",
+ "show_form_tour": 1,
+ "show_full_form": 1,
+ "title": "Create Supplier",
+ "validate_action": 1
+}