books

Fixes the CoA loading issue.

New feature: Data Import tool 🥳

• This allows importing master data in the form of csv files.
• How to Use it?

The tool is quite robust. If you have data that doesn't fit the provided template (for example, data exported from ERPNext), you can:

• Select the label row which names your columns.
• Assign the columns.
• Remove rows.
• Edit values in the rows.
• Add rows if required.

If your data conforms to the template, you just have to select the file and click on Import Data.

Changelog

• fix: german translations by @barredterra in https://github.com/frappe/books/pull/343
• feat: Add CoA selection in Setup Wizard by @18alantom in https://github.com/frappe/books/pull/346
• feat: Add Data Import by @18alantom in https://github.com/frappe/books/pull/347

New Contributors

• @barredterra made their first contribution in https://github.com/frappe/books/pull/343

Full Changelog: https://github.com/frappe/books/compare/v0.2.1-beta.0...v0.3.0-beta.0

Fixes a migration issue that caused patch failure.

Full Changelog: https://github.com/frappe/books/compare/v0.2.0-beta.0...v0.2.1-beta.0

Major Change

Added support for translations. blog

Notes

• I will be trying to push releases every week. The version number will be updated according to what's in the release.
• There's now a Telegram group: Frappe Books - Public for discussions regarding features, changes, fixes, etc.
  Do join if you have requests or insights! :)

Changelog

• chore: bump vue by @18alantom in https://github.com/frappe/books/pull/337
• build(deps): bump follow-redirects from 1.14.7 to 1.14.8 by @dependabot in https://github.com/frappe/books/pull/338
• updated VATComply URI by @zkeene in https://github.com/frappe/books/pull/340
• Setup Translations - Part 1 by @18alantom in https://github.com/frappe/books/pull/334
• Setup Translations - Part 2 Use Translations by @18alantom in https://github.com/frappe/books/pull/341
• build(deps): bump url-parse from 1.5.3 to 1.5.7 by @dependabot in https://github.com/frappe/books/pull/342

New Contributors

• @zkeene made their first contribution in https://github.com/frappe/books/pull/340

Full Changelog: https://github.com/frappe/books/compare/v0.1.0-beta.0...v0.2.0-beta.0

Major Features/Fixes/Changes

• Improved currency handling. Monetary calculations will now be much more precise. This also enables variable precision. https://github.com/frappe/books/pull/268
• GSTR-1 and GSTR-2 reports are enabled when the country is set to India. https://github.com/frappe/books/pull/277 https://github.com/frappe/books/pull/298
• Added JSON and CSV exports for most reports. https://github.com/frappe/books/pull/290
• Error reporting. https://github.com/frappe/books/pull/313
• Improved the charts on the dashboard. https://github.com/frappe/books/pull/311 https://github.com/frappe/books/pull/325 https://github.com/frappe/books/pull/326 (blog)
• Notify user when an update is available. https://github.com/frappe/books/pull/331

Besides this, several fixes were pushed, most of these were directly merged (i.e. no PR) and so won't show in the list below. But on using this version of Frappe Books you'll find that it's much smoother and works more sensibly than before.

Changelog

• Add GSTR-I reports for B2B by @ankitsinghaniyaz in https://github.com/frappe/books/pull/277
• feat: Add Exports (CSV and JSON), add toasts. by @18alantom in https://github.com/frappe/books/pull/290
• fix: async call to b2b gstr gen by @18alantom in https://github.com/frappe/books/pull/294
• Add ability to export GSTR1 B2CS and B2CL by @ankitsinghaniyaz in https://github.com/frappe/books/pull/295
• Refactor currency handling to use pesa by @18alantom in https://github.com/frappe/books/pull/268
• Fetching fresh document and avoiding cached one to prevent error by @piyushsinghania in https://github.com/frappe/books/pull/299
• Updated the layout of checkbox by @piyushsinghania in https://github.com/frappe/books/pull/300
• Add ability to view and export GSTR II by @piyushsinghania in https://github.com/frappe/books/pull/298
• ci(build): add upgrade frappejs by @18alantom in https://github.com/frappe/books/pull/301
• chore(deps): bump follow-redirects from 1.14.6 to 1.14.7 by @dependabot in https://github.com/frappe/books/pull/303
• chore(deps-dev): bump postcss from 7.0.39 to 8.2.13 by @dependabot in https://github.com/frappe/books/pull/302
• GSTR1 Export as CSV by @piyushsinghania in https://github.com/frappe/books/pull/304
• Fixed profit loss report half-yearly filter field by @piyushsinghania in https://github.com/frappe/books/pull/305
• chore(deps): bump engine.io from 6.1.0 to 6.1.1 by @dependabot in https://github.com/frappe/books/pull/306
• ci: test yml to check win build by @18alantom in https://github.com/frappe/books/pull/307
• Use PR to test CI and fix tar line to upload artifacts by @18alantom in https://github.com/frappe/books/pull/308
• refactor: slowly deprecate frappe-charts; donut-chart refac by @18alantom in https://github.com/frappe/books/pull/311
• Add provisions for settings sync by @18alantom in https://github.com/frappe/books/pull/312
• Colored toasts by @18alantom in https://github.com/frappe/books/pull/317
• refactor: inline frappejs code into books by @18alantom in https://github.com/frappe/books/pull/320
• deprecate underscore, switch _ to t by @18alantom in https://github.com/frappe/books/pull/322
• chore: enable typescript support by @18alantom in https://github.com/frappe/books/pull/323
• build(deps): bump node-fetch from 2.6.6 to 2.6.7 by @dependabot in https://github.com/frappe/books/pull/324
• refactor: recode and replace the line chart by @18alantom in https://github.com/frappe/books/pull/325
• refactor: recode and replace the bar chart by @18alantom in https://github.com/frappe/books/pull/326
• feat: start setting up error logging by @18alantom in https://github.com/frappe/books/pull/313
• feat: notification based updation by @18alantom in https://github.com/frappe/books/pull/331
• refactor: improved toasts by @18alantom in https://github.com/frappe/books/pull/332

Full Changelog: https://github.com/frappe/books/compare/v0.0.4-beta.2...v0.1.0-beta.0

Notes

Regarding the Versioning

• All versions until a production-ready version is released will be beta.x.
• Major version (first digit) will be bumped when new features of a large scope are added (eg: major UI update).
• Minor version (second digit) will be bumped when new features are added (eg: new reports).
• Patch version (third digit) will be bumped when bugs are fixed.
• Beta version will be updated when a bugfix is pushed to squash a bug that occured in the previous beta.

This release increments the minor version because, besides a few user-side features, huge code level changes have taken place.

When will Frappe Books be out of beta?

On getting to this release I found a lot of bugs that were previously not known to me. They weren't massive bugs but they gave the software an unpolished feel. So, once Frappe Books feels like a polished piece of software and has the bare minimum features it will be out of beta. Out of beta is not far, I can feel it!

Release schedule

As Frappe Books gets more stable, the release schedule should stabilize to around every week, unless there are showstopper bugs for which the patches will be released as soon as they are fixed.

Primarily fixes this issue: https://github.com/frappe/books/issues/279 which prevents Payments from being made.

Other than this, several minor fixes and improvements, mostly UI/UX related. Check the descriptions of these PRs for details:

• fix: several minor fixes by @18alantom in https://github.com/frappe/books/pull/278
• fix: minor fixes two by @18alantom in https://github.com/frappe/books/pull/281

Full Changelog: https://github.com/frappe/books/compare/v0.0.4-beta.1...v0.0.4-beta.2

Fixes this issue where an existing DB from v0.0.3-beta.x caused the app to not launch and instead display a blank screen.

PR: fix: add failsafes along db connection paths by @18alantom in https://github.com/frappe/books/pull/274

This release marks the rebooting of Frappe Books development. 🚀
Several showstopper bugs have been fixed, and multiple changes have been made.

Bug Fixes 🔨

• Fix offset of 1 day between date picker and display.
• Fix image selection.
• Fix allow note editing in Draft state.
• Fix hang on submission.
• Fix Save as PDF.
• Fix issues with ledger entries not created when doing partial payments.
• Fix font picker issue in invoice.
• Fix profit and loss graph not reflecting changes correctly.
• Fix issues with db loading.
• Fix bank account not being set for certain countries.
• Fix incorrect default account set.
• Fix autocomplete, added fuzzy matching
• Fix onboarding completion issues

Changes ⚙️

• Customer and Supplier have a GSTIN field now.
• Party and Company GSTIN show in all templates.
• Notes now show in the Basic template.
• Ability to filter out the reverted ledger entries.
• Add empty state for list views.
• Several validations for Invoice and Bill Payments.
• Payments can be made without reference
• Removed description from the general ledger.
• Removed tax rate from from tax breakdown.
• Updated icon.
• Ability to cancel invoices.
• Display state and outstanding amount of an invoice/bill.
• Display TaxID instead of GST if country is not set as India
• Add setting to hide onboarding section

PR List and Contributors 🙌

PR List

• Update README.md by @anilbhanushali in https://github.com/frappe/books/pull/144
• fix: bump versions and background.js changes to get books to build. by @18alantom in https://github.com/frappe/books/pull/216
• fix: reported issues and improvements by @18alantom in https://github.com/frappe/books/pull/220
• Resolve ledger related issues by @ankitsinghaniyaz in https://github.com/frappe/books/pull/222
• Add empty data state for list view by @ankitsinghaniyaz in https://github.com/frappe/books/pull/228
• Fix font issue in invoice by @ankitsinghaniyaz in https://github.com/frappe/books/pull/229
• Add validation when paying excess amount by @ankitsinghaniyaz in https://github.com/frappe/books/pull/230
• Fix profit and loss graph not reflecting changes correctly by @ankitsinghaniyaz in https://github.com/frappe/books/pull/234
• build(deps): bump versions of all except vue by @18alantom in https://github.com/frappe/books/pull/232
• fix: issues with db loading by @18alantom in https://github.com/frappe/books/pull/237
• fix: minor changes and fixes to Payments by @18alantom in https://github.com/frappe/books/pull/236
• fix: db creation flow, don't show annoying messages when not required by @18alantom in https://github.com/frappe/books/pull/239
• fix: bank account parent not being set on setup by @18alantom in https://github.com/frappe/books/pull/241
• fix: remove description from the general ledger by @18alantom in https://github.com/frappe/books/pull/242
• fix: set party default account only if it exists by @18alantom in https://github.com/frappe/books/pull/243
• Change VATComply API for exchange rates by @madisvain in https://github.com/frappe/books/pull/240
• fix(ux): remove tax rate from invoice breakdown by @18alantom in https://github.com/frappe/books/pull/245
• fix(ui): display correct icon in the dock and messagebox in dev mode by @18alantom in https://github.com/frappe/books/pull/246
• Add ability to cancel invoice by @piyushsinghania in https://github.com/frappe/books/pull/249
• fix: Minor UI UX fixes by @18alantom in https://github.com/frappe/books/pull/250
• build: update configs by @18alantom in https://github.com/frappe/books/pull/252
• Prevented error message on navigation by @piyushsinghania in https://github.com/frappe/books/pull/251
• fix linux icons not showing and add deb and rpm package by @ankitsinghaniyaz in https://github.com/frappe/books/pull/253
• fix(ux): don't spawn a new window for settings by @18alantom in https://github.com/frappe/books/pull/255
• fix: multiple payment related fixes by @18alantom in https://github.com/frappe/books/pull/256
• refactor: shift autoupdate to systemsettings by @18alantom in https://github.com/frappe/books/pull/257
• fix: autocomplete behaviour, use fuzzy matching by @18alantom in https://github.com/frappe/books/pull/258
• refactor: move fjs init boilerplate out, shift db init by @18alantom in https://github.com/frappe/books/pull/260
• Fixed payment entries not getting posted in general ledger by @piyushsinghania in https://github.com/frappe/books/pull/261
• refactor: update patch run pre and post migration patches by @18alantom in https://github.com/frappe/books/pull/265
• feat: allow regional model updates by @18alantom in https://github.com/frappe/books/pull/266
• fix: make onboarding completable by @18alantom in https://github.com/frappe/books/pull/269
• fix(ui): center the donut chart text by @18alantom in https://github.com/frappe/books/pull/271

New Contributors

• @anilbhanushali made their first contribution in https://github.com/frappe/books/pull/144
• @18alantom made their first contribution in https://github.com/frappe/books/pull/216
• @ankitsinghaniyaz made their first contribution in https://github.com/frappe/books/pull/222
• @madisvain made their first contribution in https://github.com/frappe/books/pull/240
• @piyushsinghania made their first contribution in https://github.com/frappe/books/pull/249

Full Changelog: https://github.com/frappe/books/compare/v0.0.3-beta.13...v0.0.4-beta.0

Bug Fixes

• Datepicker bug where the dates are all set to the last day
• Change the currency of Lithuania to EUR (https://github.com/frappe/books/pull/135)

Bug fixes

• Values reset in Table row editing
• Report column alignment
• Partial Payments

• Grouped items in Link field (See Account field in Journal Entry)
• Add an app icon

Note: We have skipped the v0.0.3-beta.10 release as there were some problems in the build.

Invoice Customizer

• Choose from three templates: Basic, Minimal and Business
• Ability to change Logo or even hide it
• Change accent color using Color control

Invoice

• Item Table

  • Scrolling rows after 4 rows
  • Hover row
  • Delete row
  • Don't allow adding same item twice in Invoice

• Add Notes field in Invoice

• Better Placeholder text for AutoComplete and Link fields
• Lighter placeholder color than label
• Set window size dynamically
• Use config file to store preferences
• Enable antialiased text
• Show native titlebar in Linux
• Better errors in quick edit form
• Ability to run patches
• Recent File Selector in Database Selector
• Loading state in Database Selector

• Create New Invoice or Bill from Item QuickEdit
• Rename 'Pending' state to 'Unpaid' in the invoice list
• Get Started: Mark cards as checked when task is completed
• Rename to Frappe Books
• Change license to AGPLv3

• Add validations for email and phone
• Setup Wizard: Disable Next button until all values are filled
• Show app version in the sidebar

Features:

• Update Party Outstanding Amount
• Show Recent Invoices in Party QuickEdit
• Show blank cells instead of 0.00 in General Ledger Report
• Confirmation message on invoice submit
• Auto Update (with an option to opt-out)

Bug Fixes:

• Fix bug where incorrect accountType was set in Accounts
• Disable resizing small windows

• Update .plist according to https://github.com/electron-userland/electron-builder/issues/3940#issuecomment-501702531

• Journal Entry UX and Better Error Handling
• Set Fiscal Year Dates correctly
• Replace usage of 'Database' with 'File' in user-facing text
• Add Chart of Accounts in Sidebar under Setup section
• Create new accounts easily from Chart of Accounts page
• Add Item Type (Product or Service) and set Income and Expense accounts automatically
• Sign and notarize macOS app using Apple Certificates

• Company Name and Logo section in Setup Wizard
• Show TitleBar in Linux
• Set Party defaults

• Titlebar for Windows
• Fix non-clickable regions in Windows and Linux