A comprehensive Frappe/ERPNext application that automatically applies company-level filters across all doctypes to ensure users only see records relevant to their assigned company.

Overview

Company Global Filter automatically applies company-level security filters across your entire ERPNext instance. This ensures that users only see and interact with records that belong to their assigned company, simplifying multi-company management and improving data security.

Features

🔒 Global Company Filtering

• Automatic Permission Filtering: Applies company filters to all doctypes with company fields

• Session-based Company Selection: Users can switch between companies they have access to

• Multi-company Support: Perfect for organizations managing multiple companies in one ERPNext instance

🎯 Smart Detection

• Automatically detects doctypes with company or custom_company fields

• Skips system doctypes to prevent performance issues

• Fallback mechanisms to ensure system stability

👤 User-Friendly Interface

• Company selector in navbar for quick switching

• Visual indication of current company

• Search functionality within company dropdown

🔧 Technical Features

• Overrides core Frappe methods (search_link, getdoc) for seamless integration

• Permission query conditions for database-level filtering

• Robust error handling to prevent system crashes

Configuration

User Default Company

Set default company for users via:

• User Document: Set default company in user master

• Session Defaults: Users can switch companies via navbar dropdown

Doctype Requirements

The app automatically filters doctypes that have:

• A standard company field (type: Link, options: Company)

• A custom custom_company field (type: Link, options: Company)

Usage

For End Users

• Company Selection: Use the company dropdown in the navbar to switch between companies

• Automatic Filtering: All lists, reports, and searches will automatically filter by selected company

• Visual Feedback: The navbar displays the currently active company

For Administrators

• User Management: Ensure each user has appropriate company access

• Doctype Setup: Verify company fields exist in relevant doctypes

• Troubleshooting: Check error logs for any permission issues

API Methods

get_company_list()

Returns list of all companies accessible to the current user.

set_selected_company(company)

Sets the user's selected company in session.

get_selected_company()

Returns the user's currently selected company information.

clear_selected_company()

Clears the user's selected company from session.

get_permission_query_conditions(user, doctype)

Applies company filters to permission queries (automatically used by Frappe).

Technical Implementation

Overridden Methods

• search_link: Applies company filters to link field searches

• getdoc: Validates company permissions when loading documents

• Permission System: Adds company conditions to all SQL queries

Security Features

• Database-level filtering prevents unauthorized data access

• Graceful error handling maintains system stability

• Session-based company validation

Support

For issues and feature requests, contact:

• Email: munim@invento.com.bd

• Publisher: Invento Software Limited

License

MIT License