Role-based filtering option for Financial Reports (show only user-created entries) #52208
Description
Description:
In ERPNext, financial reports such as General Ledger do not respect DocType permissions like “Only If Creator”. While this is correct for audit and compliance, it creates usability issues for POS operators and junior data-entry users who create POS Invoices, Purchase Invoices, and Journal Entries and need to reconcile only the transactions they entered. Currently, reports display all users’ entries, which leads to confusion and increases operational risk.
Problem:
There is no configurable way to restrict report data for junior users to only the records they created while allowing Accounts Managers or System Managers to see all data. Reports bypass DocType-level permission rules, so “Only If Creator” is ignored.
Proposed Solution:
Introduce an optional, role-aware filtering mechanism at the report level. When enabled:
- Users without Accounts Manager or System Manager roles see only report rows where owner = current_user
- Users with Accounts Manager or System Manager roles continue to see the full dataset
This feature should be disabled by default to preserve existing functionality and audit integrity.
Use Case / Benefit:
- POS / branch users can reconcile only their own entries
- Accountants and managers retain full visibility for review and audit
- Reduces confusion and operational mistakes while maintaining accounting integrity