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feat: New financial views - Growth and margin views for P&L and balance sheet (backport #39588) (#39601)

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feat: New financial views - Growth and margin views for P&L and balance sheet

(cherry picked from commit 92649de5c6)

# Conflicts:
#	erpnext/accounts/report/balance_sheet/balance_sheet.js
#	erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.js

Co-authored-by: nitmit <nitali@citrusleaf.in>
This commit is contained in:
mergify[bot]
2024-02-03 09:10:28 +05:30
committed by GitHub
parent 7ad20a0db7
commit 3808ddbf86
3 changed files with 103 additions and 0 deletions
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29
erpnext/accounts/report/balance_sheet/balance_sheet.js
View File

@@ -6,6 +6,7 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
erpnext.utils.add_dimensions('Balance Sheet', 10);
<<<<<<< HEAD
frappe.query_reports["Balance Sheet"]["filters"].push({
"fieldname": "accumulated_values",
"label": __("Accumulated Values"),
@@ -19,4 +20,32 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
"fieldtype": "Check",
"default": 1
});
=======
frappe.query_reports["Balance Sheet"]["filters"].push(
{
"fieldname": "selected_view",
"label": __("Select View"),
"fieldtype": "Select",
"options": [
{ "value": "Report", "label": __("Report View") },
{ "value": "Growth", "label": __("Growth View") }
],
"default": "Report",
"reqd": 1
},
);
frappe.query_reports["Balance Sheet"]["filters"].push({
fieldname: "accumulated_values",
label: __("Accumulated Values"),
fieldtype: "Check",
default: 1,
});
frappe.query_reports["Balance Sheet"]["filters"].push({
fieldname: "include_default_book_entries",
label: __("Include Default FB Entries"),
fieldtype: "Check",
default: 1,
>>>>>>> 92649de5c6 (Adding growth and margin views for P&L and balance sheet financial reports in collaboration with Sapcon Instruments Pvt Ltd)
});

23
erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.js
View File

@@ -6,6 +6,7 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
frappe.query_reports["Profit and Loss Statement"] = $.extend({},
erpnext.financial_statements);
<<<<<<< HEAD
erpnext.utils.add_dimensions('Profit and Loss Statement', 10);
frappe.query_reports["Profit and Loss Statement"]["filters"].push(
@@ -16,4 +17,26 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
"default": 1
}
);
=======
frappe.query_reports["Profit and Loss Statement"]["filters"].push(
{
"fieldname": "selected_view",
"label": __("Select View"),
"fieldtype": "Select",
"options": [
{ "value": "Report", "label": __("Report View") },
{ "value": "Growth", "label": __("Growth View") },
{ "value": "Margin", "label": __("Margin View") },
],
"default": "Report",
"reqd": 1
},
);
frappe.query_reports["Profit and Loss Statement"]["filters"].push({
fieldname: "accumulated_values",
label: __("Accumulated Values"),
fieldtype: "Check",
default: 1,
>>>>>>> 92649de5c6 (Adding growth and margin views for P&L and balance sheet financial reports in collaboration with Sapcon Instruments Pvt Ltd)
});

51
erpnext/public/js/financial_statements.js
View File

@@ -2,7 +2,58 @@ frappe.provide("erpnext.financial_statements");
erpnext.financial_statements = {
"filters": get_filters(),
"baseData": null,
"formatter": function(value, row, column, data, default_formatter, filter) {
if(frappe.query_report.get_filter_value("selected_view") == "Growth" && data && column.colIndex >= 3){
//Assuming that the first three columns are s.no, account name and the very first year of the accounting values, to calculate the relative percentage values of the successive columns.
const lastAnnualValue = row[column.colIndex - 1].content;
const currentAnnualvalue = data[column.fieldname];
if(currentAnnualvalue == undefined) return 'NA'; //making this not applicable for undefined/null values
let annualGrowth = 0;
if(lastAnnualValue == 0 && currentAnnualvalue > 0){
//If the previous year value is 0 and the current value is greater than 0
annualGrowth = 1;
}
else if(lastAnnualValue > 0){
annualGrowth = (currentAnnualvalue - lastAnnualValue) / lastAnnualValue;
}
const growthPercent = (Math.round(annualGrowth*10000)/100); //calculating the rounded off percentage
value = $(`<span>${((growthPercent >=0)? '+':'' )+growthPercent+'%'}</span>`);
if(growthPercent < 0){
value = $(value).addClass("text-danger");
}
else{
value = $(value).addClass("text-success");
}
value = $(value).wrap("<p></p>").parent().html();
return value;
}
else if(frappe.query_report.get_filter_value("selected_view") == "Margin" && data){
if(column.fieldname =="account" && data.account_name == __("Income")){
//Taking the total income from each column (for all the financial years) as the base (100%)
this.baseData = row;
}
if(column.colIndex >= 2){
//Assuming that the first two columns are s.no and account name, to calculate the relative percentage values of the successive columns.
const currentAnnualvalue = data[column.fieldname];
const baseValue = this.baseData[column.colIndex].content;
if(currentAnnualvalue == undefined || baseValue <= 0) return 'NA';
const marginPercent = Math.round((currentAnnualvalue/baseValue)*10000)/100;
value = $(`<span>${marginPercent+'%'}</span>`);
if(marginPercent < 0)
value = $(value).addClass("text-danger");
else
value = $(value).addClass("text-success");
value = $(value).wrap("<p></p>").parent().html();
return value;
}
}
if (data && column.fieldname=="account") {
value = data.account_name || value;