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Commit Graph

288 Commits

Author SHA1 Message Date
Faris Ansari
ce864c5d0c fix: Item Rate validation 2020-02-03 23:25:11 +05:30
Faris Ansari
827ecfd809 fix: Dont allow adding same item in another row 2020-02-03 23:25:02 +05:30
Faris Ansari
a264a7f0aa fix: Placeholder for AutoComplete and Link 2020-01-21 12:08:22 +05:30
Faris Ansari
488a8a52ea fix: GetStarted 
- Mark cards as checked when task is completed
 2020-01-02 22:40:18 +05:30
Faris Ansari
1dcdc1c898 fix: Rename 'Pending' to 'Unpaid' 2020-01-02 22:38:39 +05:30
Faris Ansari
bb80e2ec3a fix: Fiscal Year in Jan, Feb, Mar 2020-01-02 22:38:01 +05:30
Faris Ansari
8133ad0300 fix: PrintSetting quick edit fields 2020-01-02 22:35:01 +05:30
Faris Ansari
4c12755d16 fix: Item actions 2020-01-02 22:34:12 +05:30
Faris Ansari
67e9ce094d refactor: Setup wizard and company setup 
- Move setup logic into setupCompany.js
- Set setupComplete field in AccountingSettings
- move connectToLocalDatabase in utils
 2020-01-01 13:41:57 +05:30
Faris Ansari
2e70a0167a fix: Add validations for email and phone fields 2019-12-27 15:53:13 +05:30
Faris Ansari
444cd9e441 fix: Remove dashboard setup code 2019-12-27 12:40:57 +05:30
Faris Ansari
a3506bf015 feat: Auto Update 
- Ability to disable auto update from System tab in Settings
 2019-12-27 12:07:39 +05:30
Faris Ansari
de19af85c4 fix: Incorrect accountType bug 
- Set accountType as non mandatory
- accountType can be set from parent, but it is not required
 2019-12-26 23:56:51 +05:30
Faris Ansari
1e44cc9fae fix: Move importCOA file to accounting 2019-12-26 23:56:42 +05:30
Faris Ansari
0b339a14c5 fix: Show blank cells instead of 0.00 in GL 2019-12-26 19:31:28 +05:30
Faris Ansari
d05a50f01d feat: Party Widget in QuickEditForm 2019-12-26 19:15:41 +05:30
Faris Ansari
dc160a4232 fix: Update party outstanding amount 2019-12-26 19:15:25 +05:30
Faris Ansari
bef259bd84 fix: Get currency for party 2019-12-23 19:02:34 +05:30
Faris Ansari
47ce6117d1 fix: Add Item Type Product or Service 
- Automatically set Income and Expense account and hide them from View
 2019-12-23 18:50:47 +05:30
Faris Ansari
86d841da7a feat: Add GetStarted page 
- GetStarted model to track progress
 2019-12-21 20:16:50 +05:30
Faris Ansari
9726fe4e8a fix: Minor fixes 
- Better error message in ledgerPosting
- Remove models key from model/index.js
- Format AccountingLedgerEntry.js
- Set default Account to Cash for Payment Type Cash
- Add placeholders for Payment Form
- Add key to v-for elements in TwoColumnForm
 2019-12-20 12:20:43 +05:30
Faris Ansari
7fd5ce01d1 fix: Set fiscal year start and end date correctly 2019-12-20 12:15:50 +05:30
Faris Ansari
6e2c5cdf96 fix: JournalEntry fixes 
- Form actions
- Set debit / credit in 2nd row automatically
- Validate before update and insert
- Add JournalEntry as filter option in General Ledger
- Commonify actions for document in InvoiceForm, JournalEntryForm and QuickEditForm
- DropdownWithActions component
 2019-12-20 12:14:31 +05:30
Faris Ansari
bd5ee080c2 fix: Formatting and model name 2019-12-18 23:54:58 +05:30
Faris Ansari
beb3105e9b fix: Setup Wizard fixes 
- Company Logo and Name section
- Disable next button on click
- Set company logo in PrintSettings

Other
- Add brand color to tailwind config
- Disabled button
- Override inputClass using a function
 2019-12-16 19:22:14 +05:30
Faris Ansari
0277b7c0e7 fix: Set Party defaults 
- Set default Account and Currency
- Reorder fields
 2019-12-16 18:04:10 +05:30
Faris Ansari
20b7f0d0ac fix: Remove balance from quickEdit 2019-12-13 12:27:24 +05:30
Faris Ansari
fca0a8986f fix: Rename "No" to "Unit" 
- fix eslint issues
 2019-12-13 12:25:23 +05:30
Faris Ansari
6ad61976b8 fix: Invoice 
- Sales Invoices -> Invoices
- Purchase Invoice -> Bills
- Set default quantity as 1
- Actions for Supplier
 2019-12-13 01:04:37 +05:30
Faris Ansari
3a72dc6d0d fix: Minor fixes 
- Placeholder in Setup Wizard
- Import frappe-chart styles
- Destroy popper if it exists
- Placeholder for Date
 2019-12-12 23:10:34 +05:30
Faris Ansari
865bf1f60e fix: Set filters from route in ListView 2019-12-11 17:54:02 +05:30
Faris Ansari
d4c997317d fix: Undo hide fields 2019-12-05 02:38:55 +05:30
Faris Ansari
7a94bffcbf fix: Capture bankName in setup wizard 2019-12-04 22:52:16 +05:30
Faris Ansari
4904632549 fix: Commonify Transaction code 
for SalesInvoice and PurchaseInvoice
 2019-12-04 22:51:48 +05:30
Faris Ansari
60f0a3a015 fix: Add w-full to Row components 2019-12-03 23:59:05 +05:30
Faris Ansari
27a9a3ac05 fix: misc fixes 2019-12-03 19:02:34 +05:30
Faris Ansari
b367164a52 fix: openQuickEdit 
- Common method to route to quick edit form
 2019-12-03 18:40:58 +05:30
Faris Ansari
fb4e6c067a fix: Reorder fields 2019-12-03 13:59:07 +05:30
Faris Ansari
c282844685 fix: Cache singles and currencySymbols in postStart 2019-12-03 13:42:31 +05:30
Faris Ansari
049432dbf1 fix: SalesInvoice 
- Make round off entry to balance debit and credit with an allowance of 0.5
- Add Write Off and Round Off Account in AccountingSettings
- Generate Tax Summary without intermediate JSON field
 2019-12-03 13:40:42 +05:30
Faris Ansari
d645ff31b7 fix: Move paymentMethod above paymentAccount 2019-11-28 22:53:18 +05:30
Faris Ansari
4fb8ec56d4 fix: Add placeholder text 2019-11-28 00:08:13 +05:30
Faris Ansari
69cb2447d8 feat: Print 
- PrintPreview
- print.html bundle for print
- Download PDF
 2019-11-28 00:07:38 +05:30
Faris Ansari
3e3235b814 fix: MultiCurrency in SalesInvoice 
- Add base fields in SalesInvoice and SalesInvoiceItem
- Get exchange rate from exchangeratesapi
- Fix infinite update loop due to actions
- Filter submitted invoices in UnpaidInvoices
- Revert action
- disableCreation in Link
- Ledger Entries action
- Set default filters in Report
 2019-11-27 12:16:15 +05:30
Faris Ansari
293c2768c4 fix: List config 2019-11-22 00:50:41 +05:30
Faris Ansari
5cc57d3748 feat: FilterDropdown in ListView 2019-11-22 00:50:30 +05:30
Faris Ansari
a182d65057 fix: Set ReferenceType as AutoComplete in PaymentFor 2019-11-20 00:47:23 +05:30
Faris Ansari
b2c5eeb618 fix: Create Invoice action from Customer 2019-11-20 00:46:16 +05:30
Faris Ansari
dfd364dc95 fix: Add email, phone, address fields to Party 2019-11-20 00:45:42 +05:30
Faris Ansari
6656d22cd1 fix: Add image fields to Item and Party 2019-11-20 00:44:57 +05:30
Faris Ansari
c36d50086f feat: JournalEntryForm 2019-11-20 00:40:01 +05:30
Faris Ansari
6b3bedf909 fix: InvoiceForm 
- Open Invoice Settings from Customise button
- Render logo and address from PrintSettings
- Render Party Address
- Currency formatting
 2019-11-20 00:25:32 +05:30
Faris Ansari
a0009ad62d fix: List configs 2019-11-19 23:21:15 +05:30
Faris Ansari
6994c2fa11 feat: TwoColumnForm 
- Supports inline editing of links for e.g Address
 2019-11-19 23:08:08 +05:30
Faris Ansari
fceed34fe3 fix: Settings 
- Add PrintSettings doctype for Invoice Settings tab
- Settings window can only be closed
- openSettings method with tab
- Disable Mail and Privacy tabs
- Customizable actions in WindowControls
 2019-11-19 22:22:45 +05:30
Faris Ansari
3c3473fe4e fix: Status badge in Payment List 2019-11-09 01:28:09 +05:30
Faris Ansari
15e4dc6314 fix: Undo currency formatting / parsing 2019-10-30 02:23:19 +05:30
Faris Ansari
36db289c6e feat: Add Make Payment button 
- Generic Dropdown component
 2019-10-30 01:03:26 +05:30
Faris Ansari
d7dc08a45d feat: Settings - TabGeneral 2019-10-24 16:09:57 +05:30
Faris Ansari
c5fef9442a fix: SetupWizard 
- White background
- Placeholders for inputs
 2019-10-24 10:47:01 +05:30
Faris Ansari
b9e52917be fix: Add placeholders for Item fields 2019-10-22 18:52:56 +05:30
Faris Ansari
93e0f63c9d wip 2019-10-19 19:56:13 +05:30
Faris Ansari
86993edee2 feat: Reports 2019-10-14 03:26:20 +05:30
Faris Ansari
bd5d812d77 feat: Use InvoiceForm for PurchaseInvoice as well 
- Button with icon prop
 2019-10-14 02:49:28 +05:30
Faris Ansari
1537ea4609 feat: Chart of Accounts 2019-10-14 02:48:18 +05:30
Faris Ansari
6892895215 feat: Misc 
- Table control
- FormControl (size=small)
- DatabaseSelector
- SetupWizard
- Tax Quick Edit
- AutoComplete
- Link extends from AutoComplete
 2019-10-13 17:33:01 +05:30
Faris Ansari
227133c1ab feat: InvoiceForm 
- SalesInvoice List with badges in Status column
- QuickEdit view in InvoiceForm and ListView
- Native Date control for now
- Wrap Quick Edit and Invoice Form in keep-alive
 2019-10-11 15:25:50 +05:30
Faris Ansari
59e79ab919 feat: Link field with create new doc 2019-10-06 18:03:21 +05:30
Faris Ansari
0f89720770 feat: Customer/Supplier doctype based on Party 2019-10-06 03:12:08 +05:30
Faris Ansari
9b9181146e feat: QuickEditForm 2019-10-05 01:48:10 +05:30
Faris Ansari
4f1c368ea9 fix: New List Design 2019-10-04 23:30:51 +05:30
thefalconx33
3192cb556a Multicurrency 2019-09-03 15:11:36 +05:30
thefalconx33
562b4759e0 - Bug Fixes 
- PnL & Balance Sheet
- Search Keyboard Navigation
 2019-08-20 14:27:27 +05:30
thefalconx33
54e115b030 [Fixes] #98 UI Issues 05-08-2019 2019-08-14 13:22:45 +05:30
thefalconx33
88021193fc - SalesInvoice renaming typo 
- Reports search
 2019-08-05 15:03:05 +05:30
thefalconx33
f88fbe240a - Minor UI changes 2019-08-01 18:30:52 +05:30
thefalconx33
86d0ef3d06 - Dashboard 
- SearchBar
- Invoice & Bill Rename
 2019-08-01 17:22:58 +05:30
thefalconx33
ed164a492e - GSTR1, GSTR2, GSTR3B Reports 
- Message Dialog
- Handle Error in Form Submit and Revert
- Report Filter Custom Doc
 2019-07-30 17:32:49 +05:30
thefalconx33
4f9d82c7ca Auto fill fiscal year on setup. 2019-07-24 16:24:34 +05:30
thefalconx33
ed357ecb46 - Chart of accounts action buttons 
- Report Export with current filters
 2019-07-24 15:02:53 +05:30
thefalconx33
ebf6800d65 FIX: incorrect path to country coa json after building 2019-07-22 17:11:09 +05:30
thefalconx33
2d2c9d4e6a Minor Fixes 2019-07-22 15:26:30 +05:30
thefalconx33
466597459a Purchase Cycle 2019-07-19 18:54:31 +05:30
thefalconx33
e4c2bd3dda * New Account defaults & filters based on rootType 
* Trial Balance: Parent accounts assumes child data
* Trial Balance: Tree View
 2019-07-18 16:15:44 +05:30
thefalconx33
90411d3ec9 * Dynamic Filters 
* Report Actions
 2019-07-18 12:19:12 +05:30
thefalconx33
0a4e127b79 Sidebar with Groups 2019-07-16 14:44:44 +05:30
thefalconx33
96476f56c3 * Added Country Currency. 
* Invoice reverts linked Payments
 * Transactions affects account balance
 * Chart Of Accounts shows account balance
 2019-07-16 12:37:21 +05:30
Prssanna Desai
a91b4a274c Fix Address naming 2019-02-27 12:53:17 +05:30
Prssanna Desai
5bae1a54ec Fixes for new Customer and new DB bugs 
Follow-up on 72c6d7f6c7
 2019-02-18 11:52:20 +05:30
Nishchith K
72c6d7f6c7 Winter Sprint: Work (#79) 
*  init()

* Country-wise Chart of accounts on setup

* Add a sample invoice template

* Some error fixes

* [fix] missing COA
 - move importCOA.js from models/doctype/account to models/doctype/Account

* All Account initial balance zero

*  setup Bank Reconciliation

* New chart of accounts tree component

* GST taxes added. initialized gst reports.

* [chore] add *.db to .gitignore

* [fix] importCOA path error

*  fix error + bank reconciliation fields

* [feat] add gst taxes

* GST report initialized

* GST report finalized

* GST report finalized

*  Complete min. reconciliation

* [feat] auto select tax in invoice based on states

* [chore] fix merge changes

*  Fix date issue - Make Payment

* Add invoice templates and invoice customizer panel

* Restructure invoice vue components

*  update file with fiscal year

* Fix issues in invoice designs

* Add company settings. Dynamic addresses in invoice

* Move invoice styles to different file and add separate components for addresses

* [feat] add export-filtered-data-to-csv to reports

* [feat] add Export Wizard component for customizing export

* Fix invoice customizer position while scrolling. Fix address displayed as undefined in invoice if not found in db

* [chore] change markup for select all chkbox

*  Setup config as doctype

* GSTIN bug fix

* Add custom google fonts

*  Add Send email footer

*  Fix DateTime

*  Complete Merge + Resolve

*  Complete Merge + Resolve

* [chore] change layout of Export Wizard

* [enh] optimize checkNoneSelected, style export modal footer divider

*  Add Tax to SideBar

*  Remove extra logs

* [fix] db name section in sidebar showing absolute path instead of dbname in windows i.e. platform=win32

* Country-wise Chart of accounts on setup (#78)

* Country-wise Chart of accounts on setup

* Some error fixes

* All Account initial balance zero

* Update README.md

- updated installation instructions with more detail

* Merge #79 Winter Sprint: Work

https://github.com/frappe/accounting/pull/79

* Revert "Merge #79 Winter Sprint: Work"

This reverts commit 1715116668.
 2019-02-18 11:12:04 +05:30
Prssanna Desai
c7f27601c3 Revert "Merge #79 Winter Sprint: Work" 
This reverts commit 1715116668.
 2019-02-17 23:16:50 +05:30
Prssanna Desai
1715116668 Merge #79 Winter Sprint: Work 
https://github.com/frappe/accounting/pull/79
 2019-02-17 22:07:32 +05:30
Saqib
6721d81397 Country-wise Chart of accounts on setup (#78) 
* Country-wise Chart of accounts on setup

* Some error fixes

* All Account initial balance zero
 2019-02-11 18:44:50 +05:30
Faris Ansari
edd9f35756 Update outstanding of Invoice after payment submit 2018-10-26 02:27:09 +05:30
Faris Ansari
cc28e0ee45 Add payment list 2018-10-26 02:26:44 +05:30
Faris Ansari
aee837f258 Status indicator in list 2018-10-26 02:26:27 +05:30
Faris Ansari
9a83bf5458 Remove getFilters 2018-10-26 02:25:58 +05:30
Faris Ansari
89e0436c35 Submit payment on a fresh doc 2018-10-26 02:25:47 +05:30
Faris Ansari
e7984bcfce Title for SettingSection 2018-10-23 09:48:07 +05:30
Faris Ansari
40d82bf5fd Add Settings Page with autosave 2018-10-23 02:59:07 +05:30
Faris Ansari
bd3b266a69 Render ListView based on listConfig 2018-10-23 02:02:37 +05:30
Faris Ansari
ae2d95328a Merge with master 2018-10-22 23:40:22 +05:30
Faris Ansari
f62da9140d Add listview config for Item 2018-10-18 20:43:05 +05:30
Faris Ansari
5dbdbfb77a Add listView config for Party 2018-10-15 17:35:35 +05:30
Faris Ansari
b83b7d19e5 Add PrintView 2018-10-15 17:35:01 +05:30
Faris Ansari
fa12e0f1d6 Initialize new theme and pages from scratch 
- Add ListView and FormView
 2018-10-11 00:21:03 +05:30
Faris Ansari
4eeabe9238 Organize sidebar items, fix layout 2018-09-26 19:53:53 +05:30
sahil28297
41680c82b0 Setting read only value to 1 for formula to work (#69) 
* Setting read only value to 1 for formula to work

* Remove readOnly from tax
 2018-09-25 17:30:10 +05:30
Faris Ansari
b57a301821 Set Invoice account back to formula 2018-09-23 13:47:06 +05:30
sahil28297
d8dace31f8 changes in events, payment modal and date in sales register (#68) 
* creating a default party account

* changed formula to fetch in invoices

* changes in events, Invoice, Payments and date in sales register view
 2018-09-20 18:23:30 +05:30
sahil28297
0b4cbfe35a created default party account and corrected date-remaining in Event (#67) 
* creating a default party account

* changed formula to fetch in invoices

* proper naming convention for daydiff
 2018-09-20 16:27:23 +05:30
sahil28297
91f6c693e0 Create a default party account (#66) 2018-09-11 17:02:28 +05:30
sahil28297
ce2254824a Add Party Invoices link (#65) 2018-09-07 15:40:39 +05:30
Suraj Shetty
52f8beffdc Update link in invoice.js 
- Replace frappe.desk.showFormModal with new $formModal
 2018-07-14 19:58:08 +05:30
Suraj Shetty
00b93cac73 Make account field in item as 'required' 2018-07-13 13:57:53 +05:30
Faris Ansari
1a5d01ffeb eslint fixes 2018-07-12 17:05:24 +05:30
Faris Ansari
30ea202c89 Event 
- fix lint and style
- daysUntil should be integer
 2018-07-10 19:10:10 +05:30
Faris Ansari
9f563d5ef7 FIx lint and style 2018-07-10 19:07:02 +05:30
Faris Ansari
5b77fe1730 Invoice 
- Update Tax Template according to VueJS
- Remove formula from tax field for now (debug later)
 2018-07-09 18:32:18 +05:30
Suraj Shetty
67d24bf128 Add link modal 2018-06-25 13:41:37 +05:30
Faris Ansari
3b65aea6a4 Organize Form and List components in folders 2018-06-08 12:04:08 +05:30
Faris Ansari
a268e1a4ef Add Table control with ModelTable 
- onlyInput prop for FrappeControl
 2018-06-07 07:23:26 +05:30
Faris Ansari
d518ca3e6d Form rendering based on Layout 
- ListAndForm is now cached between list and form routes
 2018-06-04 15:00:12 +05:30
Faris Ansari
d920bcb4bd event 2018-05-10 17:27:28 +05:30
Faris Ansari
9799e75230 Remove rootRequire 2018-05-08 11:34:01 +05:30
Faris Ansari
9fed2fbb19 Add models 
- Fulfillment
- PurchaseOrder
- PurchaseReceipt
- SalesOrder
 2018-04-28 19:56:26 +05:30
Faris Ansari
17e5187c51 Reports and Models 
- Models
  - Bill
  - Quotation (extended from Invoice)
  - Journal Entry

- Reports
  - Sales Register
  - Purchase Register
 2018-04-26 15:53:27 +05:30
Faris Ansari
180825243f Reports 
- Common FinancialStatementsView
- Add BalanceSheet
- Add Fiscal Year in Accounting Settings
 2018-04-24 13:28:57 +05:30
Faris Ansari
3da7b7169a Profit and Loss Statement first cut 2018-04-19 20:01:35 +05:30
Faris Ansari
1c1f72281e wip 2018-04-18 14:32:05 +05:30
Faris Ansari
20db1fd391 Merge branch 'master' into profit-and-loss 2018-04-18 13:37:17 +05:30
Faris Ansari
1a59b20b84
Merge branch 'master' into models 2018-04-18 13:36:26 +05:30
Faris Ansari
8a67e6bf9a Financial Statements init 2018-04-18 12:17:00 +05:30
Faris Ansari
f310fd671e getRootLabel for AccountTree 2018-04-15 00:45:04 +05:30
Faris Ansari
7e8f37dda6 Add Chart of Accounts list item 2018-04-09 00:03:32 +05:30
Faris Ansari
5c9fd405f0 import Standard Chart of Accounts 2018-04-02 23:24:45 +05:30
Faris Ansari
877e0616d4 camelify fieldnames in Account 2018-04-02 23:24:35 +05:30
Faris Ansari
56aa6c70af validate each step of setup wizard before next 2018-04-02 22:36:16 +05:30
Faris Ansari
25095bd064 AccountingSettings 2018-03-30 22:32:44 +05:30
Revant Nandgaonkar
c5976d1ebc Quotation Settings 2018-03-29 13:53:27 +05:30
Revant Nandgaonkar
2714171d0e Quotation added : Inherits from Invoice 2018-03-29 12:58:56 +05:30
Revant Nandgaonkar
7bf0cf12d9 Journal Entry DocType added 2018-03-28 17:42:13 +05:30
Revant Nandgaonkar
3b7182957a
Merge pull request #23 from revant/fix_case 
Models for Address and Contact
 2018-03-27 20:11:18 +05:30
Rushabh Mehta
0e9edf2d3b payment settings 2018-03-27 19:22:59 +05:30
Revant Nandgaonkar
c949309771 Contact Added 2018-03-27 18:46:40 +05:30
Revant Nandgaonkar
242771584d Address Title Field set 2018-03-27 17:20:13 +05:30
Revant Nandgaonkar
da08c59f34 Address Model Added 2018-03-27 17:08:00 +05:30
Revant Nandgaonkar
0ad6223ba8 Fix case 2018-03-27 14:42:43 +05:30
Rushabh Mehta
66cdea78a5 added payment 2018-03-27 09:50:58 +05:30
Rushabh Mehta
1e43969daf
Merge pull request #22 from rmehta/reports 
[start] reports
 2018-03-26 17:46:31 +05:30