feat: auto reconcile in background

frappe · Mar 27, 2023 · 17c270c · 17c270c
1 parent ca10e2b
commit 17c270c
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diff --git a/erpnext/accounts/doctype/auto_reconcile/__init__.py b/erpnext/accounts/doctype/auto_reconcile/__init__.py
diff --git a/erpnext/accounts/doctype/auto_reconcile/auto_reconcile.js b/erpnext/accounts/doctype/auto_reconcile/auto_reconcile.js
@@ -0,0 +1,64 @@
+// Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on("Auto Reconcile", {
+	onload: function(frm) {
+		// set queries
+		frm.set_query("party_type", function() {
+			return {
+				"filters": {
+					"name": ["in", Object.keys(frappe.boot.party_account_types)],
+				}
+			}
+		});
+		frm.set_query('receivable_payable_account',  function(doc, cdt, cdn) {
+			return {
+				filters: {
+					"company": locals[cdt][cdn].company,
+					"is_group": 0,
+					"account_type": frappe.boot.party_account_types[locals[cdt][cdn].party_type]
+				}
+			};
+		});
+		frm.set_query('cost_center', function(doc, cdt, cdn) {
+			return {
+				filters: {
+					"company": locals[cdt][cdn].company,
+					"is_group": 0,
+				}
+			};
+		});
+		frm.set_query('bank_cash_account', function(doc, cdt, cdn) {
+			return {
+				filters:[
+					['Account', 'company', '=', locals[cdt][cdn].company],
+					['Account', 'is_group', '=', 0],
+					['Account', 'account_type', 'in', ['Bank', 'Cash']]
+				]
+			};
+		});
+	},
+	refresh: function(frm) {
+		if (frm.doc.docstatus==1 && ['Queued', 'Running'].find(x => x == frm.doc.status)) {
+			var execute_btn = __("Reconcile in Background")
+
+			frm.add_custom_button(execute_btn, () => {
+				frm.call({
+					method: 'erpnext.accounts.doctype.auto_reconcile.auto_reconcile.run_reconciliation_job',
+				});
+			});
+		}
+		if (frm.doc.docstatus==1 && ['Completed', 'Running', "Partially Reconciled"].find(x => x == frm.doc.status)) {
+			frm.call({
+				'method': "erpnext.accounts.doctype.auto_reconcile.auto_reconcile.get_progress",
+				args: {
+					"docname": frm.docname,
+				}
+			}).then(r => {
+				if (r) {
+					frm.dashboard.add_progress('Reconciliation Progress', r.message);
+				}
+			})
+		}
+	}
+});
diff --git a/erpnext/accounts/doctype/auto_reconcile/auto_reconcile.json b/erpnext/accounts/doctype/auto_reconcile/auto_reconcile.json
@@ -0,0 +1,172 @@
+{
+ "actions": [],
+ "autoname": "hash",
+ "beta": 1,
+ "creation": "2023-03-13 10:42:34.062670",
+ "default_view": "List",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "status",
+  "section_break_gasn",
+  "company",
+  "party_type",
+  "column_break_io6c",
+  "party",
+  "receivable_payable_account",
+  "filter_section",
+  "from_invoice_date",
+  "to_invoice_date",
+  "column_break_kegk",
+  "from_payment_date",
+  "to_payment_date",
+  "column_break_uj04",
+  "cost_center",
+  "bank_cash_account",
+  "section_break_2n02",
+  "amended_from",
+  "error_log"
+ ],
+ "fields": [
+  {
+   "allow_on_submit": 1,
+   "fieldname": "status",
+   "fieldtype": "Select",
+   "label": "Status",
+   "options": "Draft\nQueued\nRunning\nCompleted\nPartially Reconciled\nFailed",
+   "read_only": 1
+  },
+  {
+   "fieldname": "section_break_gasn",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Company",
+   "options": "Company",
+   "reqd": 1
+  },
+  {
+   "fieldname": "party_type",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Party Type",
+   "options": "DocType",
+   "reqd": 1
+  },
+  {
+   "fieldname": "column_break_io6c",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "party",
+   "fieldtype": "Dynamic Link",
+   "in_list_view": 1,
+   "label": "Party",
+   "options": "party_type",
+   "reqd": 1
+  },
+  {
+   "fieldname": "receivable_payable_account",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Receivable/Payable Account",
+   "options": "Account",
+   "reqd": 1
+  },
+  {
+   "fieldname": "filter_section",
+   "fieldtype": "Section Break",
+   "label": "Filters"
+  },
+  {
+   "fieldname": "from_invoice_date",
+   "fieldtype": "Date",
+   "label": "From Invoice Date"
+  },
+  {
+   "fieldname": "to_invoice_date",
+   "fieldtype": "Date",
+   "label": "To Invoice Date"
+  },
+  {
+   "fieldname": "column_break_kegk",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "from_payment_date",
+   "fieldtype": "Date",
+   "label": "From Payment Date"
+  },
+  {
+   "fieldname": "to_payment_date",
+   "fieldtype": "Date",
+   "label": "To Payment Date"
+  },
+  {
+   "fieldname": "column_break_uj04",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "cost_center",
+   "fieldtype": "Link",
+   "label": "Cost Center",
+   "options": "Cost Center"
+  },
+  {
+   "fieldname": "bank_cash_account",
+   "fieldtype": "Link",
+   "label": "Bank/Cash Account",
+   "options": "Account"
+  },
+  {
+   "fieldname": "amended_from",
+   "fieldtype": "Link",
+   "label": "Amended From",
+   "no_copy": 1,
+   "options": "Auto Reconcile",
+   "print_hide": 1,
+   "read_only": 1
+  },
+  {
+   "fieldname": "section_break_2n02",
+   "fieldtype": "Section Break"
+  },
+  {
+   "depends_on": "eval:doc.error_log",
+   "fieldname": "error_log",
+   "fieldtype": "Long Text",
+   "label": "Error Log"
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "is_submittable": 1,
+ "links": [],
+ "modified": "2023-03-27 16:40:41.830610",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Auto Reconcile",
+ "naming_rule": "Random",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": [],
+ "title_field": "company"
+}