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refactor: budget controller

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This commit is contained in:
khushi8112
2025-11-05 16:07:26 +05:30
parent e4bae76580
commit 04a44e7e14
2 changed files with 18 additions and 9 deletions
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4
erpnext/accounts/doctype/budget/budget.py
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@@ -409,6 +409,10 @@ def validate_budget_records(args, budget_records, expense_amount):
args["for_material_request"] = budget.for_material_request
args["for_purchase_order"] = budget.for_purchase_order
args["from_fiscal_year"], args["to_fiscal_year"] = budget.from_fiscal_year, budget.to_fiscal_year
args["budget_start_date"], args["budget_end_date"] = (
budget.budget_start_date,
budget.budget_end_date,
)
if yearly_action in ("Stop", "Warn"):
compare_expense_with_budget(

23
erpnext/controllers/budget_controller.py
View File

@@ -162,16 +162,19 @@ class BudgetValidation:
def get_budget_records(self) -> list:
bud = qb.DocType("Budget")
bud_acc = qb.DocType("Budget Account")
query = (
qb.from_(bud)
.inner_join(bud_acc)
.on(bud.name == bud_acc.parent)
.select(
bud.name,
bud.budget_against,
bud.company,
bud.monthly_distribution,
bud.account,
bud.budget_amount,
bud.from_fiscal_year,
bud.to_fiscal_year,
bud.budget_start_date,
bud.budget_end_date,
bud.applicable_on_material_request,
bud.action_if_annual_budget_exceeded_on_mr,
bud.action_if_accumulated_monthly_budget_exceeded_on_mr,
@@ -184,13 +187,15 @@ class BudgetValidation:
bud.applicable_on_cumulative_expense,
bud.action_if_annual_exceeded_on_cumulative_expense,
bud.action_if_accumulated_monthly_exceeded_on_cumulative_expense,
bud_acc.account,
bud_acc.budget_amount,
)
.where(bud.docstatus.eq(1) & bud.fiscal_year.eq(self.fiscal_year) & bud.company.eq(self.company))
.where(
(bud.docstatus == 1)
& (bud.company == self.company)
& (bud.budget_start_date <= self.doc_date)
& (bud.budget_end_date >= self.doc_date)
)
)
# add dimension fields
for x in self.dimensions:
query = query.select(bud[x.get("fieldname")])
@@ -312,8 +317,8 @@ class BudgetValidation:
frappe.bold(key[2]),
frappe.bold(frappe.unscrub(key[0])),
frappe.bold(key[1]),
frappe.bold(fmt_money(annual_diff, currency=currency)),
frappe.bold(fmt_money(budget_amt, currency=currency)),
frappe.bold(fmt_money(annual_diff, currency=currency)),
)
self.execute_action(config.action_for_annual, _msg)