Number Cards for bank account balances

Naveed1 · October 25, 2024, 4:37am

I want to design number cards to show bank account balances, how I can design?

Meet · October 25, 2024, 5:33am

@Naveed1 Check this function that can you help for your particular account balance showcase

frappe/erpnext/blob/91f6f75a5b86d754209f4a683f7df94626bb6e94/erpnext/accounts/utils.py#L1237


      
          
          	acc = frappe.get_list(doctype, fields=fields, filters=filters)
          
          	if doctype == "Account":
          		sort_accounts(acc, is_root, key="value")
          
          	return acc
          
          
          @frappe.whitelist()
          def get_account_balances(accounts, company):
          	if isinstance(accounts, str):
          		accounts = loads(accounts)
          
          	if not accounts:
          		return []
          
          	company_currency = frappe.get_cached_value("Company", company, "default_currency")
          
          	for account in accounts:
          		account["company_currency"] = company_currency

Example :

Naveed1 · October 25, 2024, 12:36pm

Dear
How to get field name of particular account ?
Is there any shortcut to display closing balances of bank accounts? (even…rather than number cards)

Meet · October 26, 2024, 4:36am

@Naveed1 You can should multiple bank account total closing balance then it is possible to filter out bank account and then add in script but you can showcase multiple bank account closing balance with multiple cards then you can add all card and bank account name manually

Naveed1 · October 29, 2024, 3:53pm

Hi Meet…I am struggling, couldn’t get solution. If I want to get balance of a single account at a number card, how can I fetch?

There is some information:

Account Number= 1210
Account Name= Silk Bank
Company= KRZ Pharmaceuticals