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

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nitmit
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@nitmit nitmit commented Jan 27, 2024

This PR adds two new views in P&L and one new view in Balance Sheet reports in ERPNext. The views are very much similar to Ticker Tape's financial views of public companies.

Financial performance of the company needs to be seen in term of growth and margin also. This view can save time for the financial management team.

For P&L, it adds- Growth View and Margin View
For Balance Sheet, it adds- Growth View

Growth View- Uses the base value from the very first financial year in ERPNext and shows relative growth in % for successive financial years
Margin View- Uses the total sales revenue (income) as the base value for a year, it shows the relative income and expense values in % displaying the final P&L in % for the given financial year.

This change is done in collaboration with Sapcon Instruments Pvt Ltd

Please check the below screenshots of the updated views:
balance_sheet_growth_view
profit_loss_growth_view
profit_loss_margin_view_quarterly
profit_loss_margin_view
profit_loss_report_view
profit_loss_report_view_quarterly
balance_sheet_report_view

no-docs

…ports in collaboration with Sapcon Instruments Pvt Ltd
@deepeshgarg007 deepeshgarg007 merged commit 1640411 into frappe:develop Jan 28, 2024
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@deepeshgarg007 deepeshgarg007 added the backport version-14-hotfix backport to version 14 label Jan 28, 2024
deepeshgarg007 pushed a commit that referenced this pull request Jan 28, 2024

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…ce sheet (#39588)

feat: New financial views - Growth and margin views for P&L and balance sheet (#39588)
@djpalshikar
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Just for reference, this PR is in response to Feature Request made via support ticket: 6224.

frappe-pr-bot pushed a commit that referenced this pull request Jan 30, 2024
# [15.11.0](v15.10.8...v15.11.0) (2024-01-30)

### Bug Fixes

* AttributeError in company transaction deletion ([222005c](222005c))
* **Batch:** reload doc after splitting ([a97b8fd](a97b8fd))
* check page obj before adding menu ([0aa73e3](0aa73e3))
* default enable closing stock balance (backport [#39551](#39551)) ([#39554](#39554)) ([4853ab1](4853ab1))
* do not auto-populate item delivery date ([5cdc22a](5cdc22a))
* email list for auto reorder material request ([98c5653](98c5653))
* enqueue JV submission when more than 100 accounts ([07bcc24](07bcc24))
* fetch correct quantity and amount for grouped asset ([3bdd1e9](3bdd1e9))
* honour currency precision while fetching balance ([e0a3820](e0a3820))
* incorrect active serial nos (backport [#39389](#39389)) ([#39589](#39589)) ([7def475](7def475))
* incorrect amount in the material request item (backport [#39567](#39567)) ([#39569](#39569)) ([e0c35d6](e0c35d6))
* Item Tax template is not working for e-commerce ([2905db1](2905db1))
* make SO item code reqd ([171586d](171586d))
* not able to edit address through portal ([1f5dbeb](1f5dbeb))
* not able to save BOM (duplicate key error) (backport [#39620](#39620)) ([#39623](#39623)) ([53c7055](53c7055))
* not able to save subcontracting purchase receipt (old flow) (backport [#39590](#39590)) ([#39592](#39592)) ([63eef68](63eef68))
* not able to submit subcontracting pr (old flow) (backport [#39622](#39622)) ([#39625](#39625)) ([960443d](960443d))
* Payment Terms Status for Sales Order report should show all payment terms from order not only this comming from template ([b2e0d24](b2e0d24))
* perf issue while submitting stock entry (backport [#39634](#39634)) ([#39642](#39642)) ([d785c6c](d785c6c))
* prevent extra transfer against inter transfer transaction (backport [#39213](#39213)) ([#39596](#39596)) ([6d4ca6a](6d4ca6a))
* qtn tests using delivery date ([6b20a7e](6b20a7e))
* return doc obj after submit ([da33079](da33079))
* Serial No Ledger permission issue ([f9d1995](f9d1995))
* skip liability account for internal transfer ([e2d85c5](e2d85c5))
* type error on company doc ([a7d1368](a7d1368))

### Features

* In words in payment entry ([5df2f5d](5df2f5d))
* New financial views - Growth and margin views for P&L and balance sheet ([#39588](#39588)) ([a83f310](a83f310))
* Partly billed status in Purchase Receipt ([#39543](#39543)) ([e4230cf](e4230cf))
deepeshgarg007 pushed a commit that referenced this pull request Feb 3, 2024

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…ce sheet (backport #39588) (#39601)

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

(cherry picked from commit 92649de)

# 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>
deepeshgarg007 added a commit that referenced this pull request Feb 3, 2024

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…nd balance sheet (#39588)"

Revert "feat: New financial views - Growth and margin views for P&L and balan…"

This reverts commit 3808ddb.
@deepeshgarg007
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@Mergifyio backport version-14-hotfix

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mergify bot commented Feb 3, 2024

backport version-14-hotfix

✅ Backports have been created

frappe-pr-bot pushed a commit that referenced this pull request Feb 6, 2024
# [14.62.0](v14.61.4...v14.62.0) (2024-02-06)

### Bug Fixes

* Blanket Order Ordered Quantity (backport [#39725](#39725)) ([#39738](#39738)) ([44c09de](44c09de))
* correctly calculate diff amount for included taxes ([#39655](#39655)) ([350b2cd](350b2cd))
* don't overwrite existing terms in transaction ([#39519](#39519)) ([e49f8d5](e49f8d5))
* Exchange rate on MR to PO creation for muticurrency POs ([#39646](#39646)) ([4dc5d9a](4dc5d9a))
* incorrect landed cost voucher amount ([4a609d8](4a609d8))
* remove applied pricing rule on qty change (backport [#39688](#39688)) ([#39736](#39736)) ([46ac4f4](46ac4f4))
* show warehouse title field in sales docs (backport [#39746](#39746)) ([#39754](#39754)) ([a6067c6](a6067c6))

### Features

* copy emails from lead to customer ([#38647](#38647)) ([7952bf4](7952bf4))
* New financial views - Growth and margin views for P&L and balance sheet (backport [#39588](#39588)) ([#39601](#39601)) ([3808ddb](3808ddb))

### Performance Improvements

* memory consumption for the stock balance report ([#39626](#39626)) ([b32848d](b32848d))
* Move dimension validation out of GL Entry doctype ([#39730](#39730)) ([7691256](7691256))
* timeout for auto material request through reorder level ([85e6b39](85e6b39))
* timeout while submitting the purchase receipt entry ([a1a70bb](a1a70bb))

### Reverts

* Revert "feat: New financial views - Growth and margin views for P&L and balance sheet (#39588)"  ([f01308b](f01308b)), closes [#39588](#39588)
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3 participants