frappe / chart_of_accounts_builder

a web framework with "batteries included"

it's pronounced - fra-pay

Full-stack web application framework that uses Python and MariaDB on the server side and a tightly integrated client side library. Built for ERPNext.

Login for the PWD site: (username: Administrator, password: admin)

Table of Contents

• Installation
• Contributing
• Resources
• License

Installation

Production

• Managed Hosting on Frappe Cloud
• Easy install script using Docker images
• Manual install using Docker images

Development

• Easy install script using Docker images
• Development installation on bare metal

Contributing

1. Code of Conduct
2. Contribution Guidelines
3. Security Policy

Resources

1. frappeframework.com - Official documentation of the Frappe Framework.
2. frappe.school - Pick from the various courses by the maintainers or from the community.
3. buildwithhussain.dev - Watch Frappe Framework being used in the wild to build world-class web apps.

License

This repository has been released under the MIT License.

By contributing to Frappe, you agree that your contributions will be licensed under its MIT License.

chart_of_accounts_builder's Issues

Update account type

• allow to set, edit tax percentage

none of chart of accounts are working

In https://charts.erpnext.com/ if click on any Contributed Charts it will show this:

Login stuck on Verifying

The Chart of Accounts Builder login never proceed and is stuck on verifying status. How can I proceed building a chart if I cannot login?

Home page

• Sort by stars
• Search

Login and Signup stuck on verifying

Hi,

I've been trying to log in and signup through the charts.erpnext.com but it seems stuck without any progress. Can anyone please find out and help with it? Because I need to fork and download the template from there to provide my company's account for demo.

I have checked on the console and it throws an error like this.

Thanks,
Sujud

Created a new CoA for Switzerland SME (EN)

Would be grateful if this could be merged. Best

cant edit existing CoA

expected behavior

1. you choose an existing Chart of Accounts
2. you click Fork
3. you can start editing the Chart

actual behavior

when you click the Fork button noting happens.
The chart is not being forked and you can not start editing it.

Do I need to get approval for editing first? There is no button for 'log in with github', so I just used a username/password combination to create my charts.erpnext.com account. Can this be the root cause of this behavior? because I am not recognized as a github user?

How to use after contribute?

Hi I am working here. https://charts.erpnext.com/all_charts
But wondering how to use it after submit my own chart for my country? Thanks

Delete created chart

Created "Chart of Accounts" but could not deleted it after - "Not permitted".

App not working on latest v12

Hello Frappe. So I've cloned the app to my test bench, and installed it to my main test site which is on latest v12, and it's giving the error below after creating a new chart :)

I should also mention it's my first time trying the app, and I started trying this on v13 develop, which it was giving the same errors :)

Traceback (most recent call last): File "/home/user/production/apps/frappe/frappe/website/render.py", line 50, in render data = render_page_by_language(path) File "/home/user/production/apps/frappe/frappe/website/render.py", line 177, in render_page_by_language return render_page(path) File "/home/user/production/apps/frappe/frappe/website/render.py", line 193, in render_page return build(path) File "/home/user/production/apps/frappe/frappe/website/render.py", line 200, in build return build_page(path) File "/home/user/production/apps/frappe/frappe/website/render.py", line 218, in build_page html = frappe.render_template(context.source, context) File "/home/user/production/apps/frappe/frappe/utils/jinja.py", line 80, in render_template return get_jenv().from_string(template).render(context) File "/home/user/production/env/lib/python3.6/site-packages/jinja2/asyncsupport.py", line 76, in render return original_render(self, *args, **kwargs) File "/home/user/production/env/lib/python3.6/site-packages/jinja2/environment.py", line 1008, in render return self.environment.handle_exception(exc_info, True) File "/home/user/production/env/lib/python3.6/site-packages/jinja2/environment.py", line 780, in handle_exception reraise(exc_type, exc_value, tb) File "/home/user/production/env/lib/python3.6/site-packages/jinja2/_compat.py", line 37, in reraise raise value.with_traceback(tb) File "<template>", line 29, in top-level template code File "/home/user/production/apps/frappe_theme/frappe_theme/./templates/web.html", line 1, in top-level template code {% extends "frappe/templates/web.html" %} File "/home/user/production/apps/frappe/frappe/./templates/web.html", line 1, in top-level template code {% extends base_template_path %} File "/home/user/production/apps/frappe_theme/frappe_theme/./templates/base.html", line 1, in top-level template code {% extends "frappe/templates/base.html" %} File "/home/user/production/apps/frappe/frappe/./templates/base.html", line 68, in top-level template code {% block content %} File "/home/user/production/apps/frappe/frappe/./templates/web.html", line 60, in block "content" {{ main_content() }} File "/home/user/production/env/lib/python3.6/site-packages/jinja2/sandbox.py", line 440, in call return __context.call(__obj, *args, **kwargs) File "/home/user/production/env/lib/python3.6/site-packages/jinja2/runtime.py", line 574, in _invoke rv = self._func(*arguments) File "/home/user/production/apps/frappe/frappe/./templates/web.html", line 15, in template {% block page_container %} File "/home/user/production/apps/frappe_theme/frappe_theme/./templates/web.html", line 18, in block "page_container" {%- block page_content -%}{%- endblock -%} File "<template>", line 92, in block "page_content" File "/home/user/production/env/lib/python3.6/site-packages/jinja2/sandbox.py", line 440, in call return __context.call(__obj, *args, **kwargs) TypeError: 'NoneType' object is not callable

sign up not working on chart of accounts builder

Hello everyone,
I tried to register in the chart of accounts program, just to add some accounting plans, but the registration function does not work anymore?
can you juste help me

Add download button on submitted charts page

The button will be visible only after successful submission of the charts, to ensure the contribution.

Add root in my chart (button)

below the chart

Error on new chart for a new country

Hi,

I've been trying to create a new chart of accounts for Dominican Republic. I am getting the error attached. "Duplicate name Company Dominican Republic - Chart of Accounts" but there is not chart for this country, maybe another user has it but hasn't been able to publish it?

Regards,

Should duplicate labels be allowed?

It is completely possible and valid to have duplicate labels for accounts.

For example, one can have "Prepayments" both in accounts receivable and accounts payable. But currently it seems this is not possible in this app.

Or is the label uniqueness to be handled via numbering the accounts? On the other hand, it would be a nice feature if the account numbers would be numbered automatically, avoiding the need to use a fixed numbering when entering account charts. I don't see numbers being used in other account charts either.

Account Types?

Hi I am ready to upload a chart for Taiwan. The chart is based on IFRSs for general use. But I cannot find the account type below:
Stock Received But Not Billed
Expenses Included In Valuation
Temporary Opening
Are these necessary? Are they created for ERP only, not for accounting? Thanks.

Tunisian COA rest

Hi,
I am looking behind the Tunisian COA where current one is useless and far from correct one. Request you to delete them all for Tunisia country.

Thx
Nofal

Add comments in chart

Improve portal

• Implement account numbers
• A submitted chart should be editable by the creator without need of forking. Send a notification to [email protected] on submission of editable version.
• Add provision to name a chart, add custom field in company.
• Ask Domain on submission(if any)
• Add a custom field in Company to track if the chart is included in erpnext repository.
• Make necessary changes to support all account types
• Populate predefined country list for filtering
• Delete option for un-submitted charts
• Email comments
• Fix visibility of number of stars inside chart page
• Tabular view of "My charts", "User Contributed Charts", "Unverified charts" and "Available on ERPNext"
• Update help page

Move accounts between groups

Hello,
It would be really handful if it will be possible to move accounts between groups.

Show user in chart

Forking is not working properly!

Hi After folking, I only got the default CoA, not the chart I fork. Please have look. Thanks.

Help

Make a help page

• show that they have to login
• fork
• edit
• submit

Fork is not working properly!

Hi I tried couple times to favor and fork some submitted charts but I got only a BLANK chart with the same chat title with different sequential number.

New chart of account didn't work

Hi

I created and download CoA and successfully upload to the directory. I can select the new one from Company page. But it didnt take effect on CoA page even tried "bench --site all clear-website-cache" and refresh the page couple times.

What else should I try? Thanks.

Download button not working

Hi!
Download button is not working. I can't even edit my own charts it returns a message:

User [email protected] does not have doctype access via role permission for document Company

Fork - set chart name & abbr automatically

[Bug] Unable to create a new CoA for United States

I get the following traceback:

website.js:161 Traceback (most recent call last):
  File "/home/frappe/frappe-bench/apps/frappe/frappe/model/base_document.py", line 326, in db_insert
    ), list(d.values()))
  File "/home/frappe/frappe-bench/apps/frappe/frappe/database/database.py", line 156, in sql
    self._cursor.execute(query, values)
  File "/home/frappe/frappe-bench/env/lib/python3.6/site-packages/pymysql/cursors.py", line 170, in execute
    result = self._query(query)
  File "/home/frappe/frappe-bench/env/lib/python3.6/site-packages/pymysql/cursors.py", line 328, in _query
    conn.query(q)
  File "/home/frappe/frappe-bench/env/lib/python3.6/site-packages/pymysql/connections.py", line 517, in query
    self._affected_rows = self._read_query_result(unbuffered=unbuffered)
  File "/home/frappe/frappe-bench/env/lib/python3.6/site-packages/pymysql/connections.py", line 732, in _read_query_result
    result.read()
  File "/home/frappe/frappe-bench/env/lib/python3.6/site-packages/pymysql/connections.py", line 1075, in read
    first_packet = self.connection._read_packet()
  File "/home/frappe/frappe-bench/env/lib/python3.6/site-packages/pymysql/connections.py", line 684, in _read_packet
    packet.check_error()
  File "/home/frappe/frappe-bench/env/lib/python3.6/site-packages/pymysql/protocol.py", line 220, in check_error
    err.raise_mysql_exception(self._data)
  File "/home/frappe/frappe-bench/env/lib/python3.6/site-packages/pymysql/err.py", line 109, in raise_mysql_exception
    raise errorclass(errno, errval)
pymysql.err.IntegrityError: (1062, "Duplicate entry 'United States - Chart of Accounts-11' for key 'PRIMARY'")

During handling of the above exception, another exception occurred:

Traceback (most recent call last):
  File "/home/frappe/frappe-bench/apps/frappe/frappe/app.py", line 59, in application
    response = frappe.handler.handle()
  File "/home/frappe/frappe-bench/apps/frappe/frappe/handler.py", line 24, in handle
    data = execute_cmd(cmd)
  File "/home/frappe/frappe-bench/apps/frappe/frappe/handler.py", line 63, in execute_cmd
    return frappe.call(method, **frappe.form_dict)
  File "/home/frappe/frappe-bench/apps/frappe/frappe/__init__.py", line 1071, in call
    return fn(*args, **newargs)
  File "/home/frappe/frappe-bench/apps/chart_of_accounts_builder/chart_of_accounts_builder/utils.py", line 223, in create_new_chart
    company = create_company(country + " - Chart of Accounts", country, "INR", None)
  File "/home/frappe/frappe-bench/apps/chart_of_accounts_builder/chart_of_accounts_builder/utils.py", line 107, in create_company
    company.insert(ignore_permissions=True)
  File "/home/frappe/frappe-bench/apps/frappe/frappe/model/document.py", line 249, in insert
    raise e
  File "/home/frappe/frappe-bench/apps/frappe/frappe/model/document.py", line 246, in insert
    self.db_insert()
  File "/home/frappe/frappe-bench/apps/frappe/frappe/model/base_document.py", line 336, in db_insert
    raise frappe.DuplicateEntryError(self.doctype, self.name, e)
frappe.exceptions.DuplicateEntryError: ('Company', 'United States - Chart of Accounts-11', IntegrityError(1062, "Duplicate entry 'United States - Chart of Accounts-11' for key 'PRIMARY'"))

Fork not working

Can't for or start new chart

Rename - remove abbreviation

AttributeError: 'NoneType' object has no attribute 'name'

Hi there,

I'm trying to install this app on a new instance of ERPNext but I get the following error when trying to add a new CoA:

frappe-web.min.js:113 Traceback (innermost last):
  File "/home/frappe/frappe-bench/apps/frappe/frappe/app.py", line 57, in application
    response = frappe.handler.handle()
  File "/home/frappe/frappe-bench/apps/frappe/frappe/handler.py", line 19, in handle
    execute_cmd(cmd)
  File "/home/frappe/frappe-bench/apps/frappe/frappe/handler.py", line 36, in execute_cmd
    ret = frappe.call(method, **frappe.form_dict)
  File "/home/frappe/frappe-bench/apps/frappe/frappe/__init__.py", line 806, in call
    return fn(*args, **newargs)
  File "/home/frappe/frappe-bench/apps/chart_of_accounts_builder/chart_of_accounts_builder/utils.py", line 64, in fork
    ref_company.default_currency, ref_company.chart_of_accounts, ref_company.name)
  File "/home/frappe/frappe-bench/apps/chart_of_accounts_builder/chart_of_accounts_builder/utils.py", line 80, in create_company
    company.company_name = company.name
 AttributeError: 'NoneType' object has no attribute 'name'

Duplicate name Company Standard

Hi

I registered and tried to fork "Standard-1" but it got error message : Duplicate name Company Standard. And when I tried to start with a new account of chart for Taiwan, I got "Duplicate name Company Taiwan - Chart of Accounts" error. Anyone can help? Thanks.

Fork not working properly

ISSUE:
If I FORK from new chart, then the fork I get is from the STANDARD-1 base chart instead of my.

https://discuss.erpnext.com/t/fork-button-in-charts-erpnext-com-doesnt-work-properly/20830

not clear, what to do with this

from the README it doesn't get clear how this could be used

what I could need is a tool that builds a coa.py based on a csv file

maybe this is an App that you can install and then it can build a coa.py from the Chart of Accounts someone has manually made inside the ERPNext Accounts?

[Bug] Unable to download an existing Chart of Accounts

Trying to click on the "Download" button on a CoA (example, United States - eCommerce w/ Amazon) throws the following error:

Traceback (most recent call last):
  File "/home/frappe/frappe-bench/apps/frappe/frappe/app.py", line 59, in application
    response = frappe.handler.handle()
  File "/home/frappe/frappe-bench/apps/frappe/frappe/handler.py", line 24, in handle
    data = execute_cmd(cmd)
  File "/home/frappe/frappe-bench/apps/frappe/frappe/handler.py", line 63, in execute_cmd
    return frappe.call(method, **frappe.form_dict)
  File "/home/frappe/frappe-bench/apps/frappe/frappe/__init__.py", line 1071, in call
    return fn(*args, **newargs)
  File "/home/frappe/frappe-bench/apps/chart_of_accounts_builder/chart_of_accounts_builder/utils.py", line 255, in export_submitted_coa
    write_chart_to_file(account_tree, company, path)
  File "/home/frappe/frappe-bench/apps/chart_of_accounts_builder/chart_of_accounts_builder/utils.py", line 281, in write_chart_to_file
    with open(os.path.join(path, (company.chart_of_accounts_name or company.name) + ".json"), "w") as f:
FileNotFoundError: [Errno 2] No such file or directory: '/home/frappe/frappe-bench/sites/charts.erpnext.com/public/files/submitted_charts/United States - eCommerce w/ Amazon.json'