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https://github.com/frappe/erpnext.git
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c89782502c
* Add new Select to filters
* get the currencies from database rather than hardcoded
* label report columns:
- If presentation currency is available in filters, use it or
- If company is available in filters, use it or
- use default company currency
* add new function - get_currency
* tweak new function `get_currency`
* add new function `convert` to convert a value to another currency
* add new function `convert_to_presentation_currency`
* clean up `get_currency` first pass
* memoise the exchange rates
* limit fetched GL entries to to_date
* check if account type is p&l or not and use appropriate exchange rate based on that
* change EXCHANGE RATE to a dict, use for memoisation
* rename EXCHANGE_RATE
* cache exchange rates and use them as needed
* add docstrings
* add presentation currency logic to financial statement reports
* move new functions from `general_ledger.py` to new module
* clean up
* PEP 8 clean up
* move function to util.py
* PEP 8 clean up
* remove presentation currency option from cashflow
* adjust currency as needed
* allow users to save presentation currency in Accounts Settings
* add new function `get_presentation_currency_list`
* refactor query_report modules with no promises
* Revert "allow users to save presentation currency in Accounts Settings"
This reverts commit 3b58a6296c.
* show print page in correct currency
* Update utils.py
114 lines
3.5 KiB
JavaScript
114 lines
3.5 KiB
JavaScript
frappe.provide("erpnext.financial_statements");
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erpnext.financial_statements = {
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"filters": get_filters(),
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"formatter": function(row, cell, value, columnDef, dataContext, default_formatter) {
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if (columnDef.df.fieldname=="account") {
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value = dataContext.account_name;
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columnDef.df.link_onclick =
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"erpnext.financial_statements.open_general_ledger(" + JSON.stringify(dataContext) + ")";
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columnDef.df.is_tree = true;
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}
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value = default_formatter(row, cell, value, columnDef, dataContext);
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if (!dataContext.parent_account) {
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var $value = $(value).css("font-weight", "bold");
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if (dataContext.warn_if_negative && dataContext[columnDef.df.fieldname] < 0) {
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$value.addClass("text-danger");
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}
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value = $value.wrap("<p></p>").parent().html();
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}
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return value;
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},
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"open_general_ledger": function(data) {
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if (!data.account) return;
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var project = $.grep(frappe.query_report.filters, function(e){ return e.df.fieldname == 'project'; })
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frappe.route_options = {
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"account": data.account,
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"company": frappe.query_report_filters_by_name.company.get_value(),
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"from_date": data.from_date || data.year_start_date,
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"to_date": data.to_date || data.year_end_date,
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"project": (project && project.length > 0) ? project[0].$input.val() : ""
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};
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frappe.set_route("query-report", "General Ledger");
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},
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"tree": true,
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"name_field": "account",
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"parent_field": "parent_account",
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"initial_depth": 3,
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onload: function(report) {
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// dropdown for links to other financial statements
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erpnext.financial_statements.filters = get_filters()
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report.page.add_inner_button(__("Balance Sheet"), function() {
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var filters = report.get_values();
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frappe.set_route('query-report', 'Balance Sheet', {company: filters.company});
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}, __('Financial Statements'));
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report.page.add_inner_button(__("Profit and Loss"), function() {
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var filters = report.get_values();
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frappe.set_route('query-report', 'Profit and Loss Statement', {company: filters.company});
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}, __('Financial Statements'));
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report.page.add_inner_button(__("Cash Flow Statement"), function() {
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var filters = report.get_values();
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frappe.set_route('query-report', 'Cash Flow', {company: filters.company});
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}, __('Financial Statements'));
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}
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};
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function get_filters(){
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return [
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{
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"fieldname":"company",
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"label": __("Company"),
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"fieldtype": "Link",
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"options": "Company",
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"default": frappe.defaults.get_user_default("Company"),
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"reqd": 1
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},
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{
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"fieldname":"from_fiscal_year",
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"label": __("Start Year"),
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"fieldtype": "Link",
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"options": "Fiscal Year",
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"default": frappe.defaults.get_user_default("fiscal_year"),
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"reqd": 1
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},
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{
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"fieldname":"to_fiscal_year",
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"label": __("End Year"),
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"fieldtype": "Link",
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"options": "Fiscal Year",
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"default": frappe.defaults.get_user_default("fiscal_year"),
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"reqd": 1
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},
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{
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"fieldname": "periodicity",
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"label": __("Periodicity"),
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"fieldtype": "Select",
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"options": [
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{ "value": "Monthly", "label": __("Monthly") },
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{ "value": "Quarterly", "label": __("Quarterly") },
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{ "value": "Half-Yearly", "label": __("Half-Yearly") },
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{ "value": "Yearly", "label": __("Yearly") }
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],
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"default": "Monthly",
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"reqd": 1
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},
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// Note:
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// If you are modifying this array such that the presentation_currency object
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// is no longer the last object, please make adjustments in cash_flow.js
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// accordingly.
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{
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"fieldname": "presentation_currency",
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"label": __("Currency"),
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"fieldtype": "Select",
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"options": erpnext.get_presentation_currency_list()
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}
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]
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}
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