School Statements

A production-ready Frappe app for school fee statements built on ERPNext receivables.

Features

• Student statement control report with filters for company, report date, customer, grade, class, and customer group
• Single student detailed statement report
• Bulk ZIP download of PDF statements
• Bulk merged PDF generation for class / grade / customer group
• Statement balances computed from receivable GL entries so the closing balance aligns with receivables
• Dynamic detection of grade and class custom fields on Customer

Assumptions

• Each student is a Customer
• Customer Group is already used
• Grade and class fields already exist on Customer, under one of these fieldnames:

Grade candidates

grade, student_grade, school_grade, custom_grade

Class candidates

class, student_class, school_class, custom_class

If your fieldnames are different, update the lists in: school_statements/school_statements/utils/student_statement.py

Install

bench new-app school_statements
# replace scaffold with these files
bench --site yoursite install-app school_statements
bench --site yoursite migrate
bench build --app school_statements

Reports

1. Student Statement Control
   • summary report
   • bulk buttons
2. Student Statement Detail
   • one student ledger style statement
   • PDF export button

Security

Only users with one of these roles can generate statements:

• System Manager
• Accounts Manager
• Accounts User
• Education Manager
• School Administrator

Adjust ALLOWED_ROLES in api.py to fit your site.

Notes

This app intentionally uses a dedicated custom report instead of patching the standard Accounts Receivable report, because overriding core ERPNext report behavior is more brittle during upgrades. The report is built as a standard Script Report inside the app, which is the recommended pattern in Frappe.