feat(bank-integration): name Customer/Supplier registry records after their text name

Bank Integration Customer/Supplier used generic BIC-####/BIS-#### ids.
Switched to the Kapital Bank scheme: an autoname() controller method
sets the record name to customer_name / supplier_name (truncated to 140,
-N on collision since multiple Bank Integrations can hold the same
counterparty). The after_migrate pass renames any existing BIC-/BIS-/
BIP-#### records to their readable names.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

jey_erp/bank_integration/migrations.py

@@ -41,41 +41,45 @@ def link_kb_bank_accounts_to_bi():
 		print(f"BI: linked {updated} kb-mapped Bank Account(s) to Kapital Bank Settings")
 
 
-def rename_bip_purposes():
-	"""Rename Bank Integration Purpose records from the old BIP-#### scheme to
-	their purpose_keyword text (matching Kapital Bank Purpose). Idempotent —
-	only touches records still named BIP-*. Link references update automatically."""
-	if not frappe.db.exists("DocType", "Bank Integration Purpose"):
+def _rename_to_readable(doctype, old_prefix, name_field):
+	"""Rename `doctype` records still named `old_prefix`-#### to their `name_field`
+	text (truncated to 140, -N on collision). Idempotent. Link refs update."""
+	if not frappe.db.exists("DocType", doctype):
 		return
-
 	rows = frappe.get_all(
-		"Bank Integration Purpose",
-		filters={"name": ["like", "BIP-%"]},
-		fields=["name", "purpose_keyword"],
+		doctype,
+		filters={"name": ["like", f"{old_prefix}-%"]},
+		fields=["name", name_field],
 	)
 	renamed = 0
 	for r in rows:
-		if not r.purpose_keyword:
+		text = r.get(name_field)
+		if not text:
 			continue
-		target = str(r.purpose_keyword)
+		target = str(text)
 		if len(target) > 140:
 			target = target[:137] + "..."
-
 		base = target
 		counter = 1
-		while target != r.name and frappe.db.exists("Bank Integration Purpose", target):
+		while target != r.name and frappe.db.exists(doctype, target):
 			suffix = f"-{counter}"
 			target = base[: 140 - len(suffix)] + suffix
 			counter += 1
 		if target == r.name:
 			continue
-
 		try:
-			frappe.rename_doc("Bank Integration Purpose", r.name, target, force=True, show_alert=False)
+			frappe.rename_doc(doctype, r.name, target, force=True, show_alert=False)
 			renamed += 1
 		except Exception as e:
-			print(f"BI: failed to rename purpose {r.name}: {e}")
-
+			print(f"BI: failed to rename {doctype} {r.name}: {e}")
 	if renamed:
 		frappe.db.commit()
-		print(f"BI: renamed {renamed} Bank Integration Purpose record(s) to readable names")
+		print(f"BI: renamed {renamed} {doctype} record(s) to readable names")
+
+
+def rename_bip_purposes():
+	"""Migrate Bank Integration Purpose / Customer / Supplier records from the
+	old BIP-/BIC-/BIS-#### ids to their text names (matching Kapital Bank)."""
+	_rename_to_readable("Bank Integration Purpose", "BIP", "purpose_keyword")
+	_rename_to_readable("Bank Integration Customer", "BIC", "customer_name")
+	_rename_to_readable("Bank Integration Supplier", "BIS", "supplier_name")

jey_erp/jey_erp/doctype/bank_integration_customer/bank_integration_customer.json

@@ -1,6 +1,6 @@
 {
  "actions": [],
- "autoname": "format:BIC-{####}",
+ "autoname": "Prompt",
  "creation": "2026-05-08 00:00:00.000000",
  "doctype": "DocType",
  "engine": "InnoDB",
@@ -104,7 +104,7 @@
  "modified_by": "Administrator",
  "module": "Jey Erp",
  "name": "Bank Integration Customer",
- "naming_rule": "Expression",
+ "naming_rule": "By script",
  "owner": "Administrator",
  "permissions": [
   {

jey_erp/jey_erp/doctype/bank_integration_customer/bank_integration_customer.py

@@ -1,8 +1,25 @@
 # Copyright (c) 2026, JeyERP and contributors
 # For license information, please see license.txt
 
+import frappe
 from frappe.model.document import Document
 
 
 class BankIntegrationCustomer(Document):
-	pass
+	def autoname(self):
+		# Name the record after the customer name itself (like Kapital Bank
+		# Customer), truncated to 140 chars, with a -N suffix on collision
+		# (collisions are possible since multiple Bank Integrations can hold
+		# the same counterparty).
+		if not self.customer_name:
+			return
+		name = str(self.customer_name)
+		if len(name) > 140:
+			name = name[:137] + "..."
+		original = name
+		counter = 1
+		while frappe.db.exists("Bank Integration Customer", name):
+			suffix = f"-{counter}"
+			name = original[: 140 - len(suffix)] + suffix
+			counter += 1
+		self.name = name

jey_erp/jey_erp/doctype/bank_integration_supplier/bank_integration_supplier.json

@@ -1,6 +1,6 @@
 {
  "actions": [],
- "autoname": "format:BIS-{####}",
+ "autoname": "Prompt",
  "creation": "2026-05-08 00:00:00.000000",
  "doctype": "DocType",
  "engine": "InnoDB",
@@ -96,7 +96,7 @@
  "modified_by": "Administrator",
  "module": "Jey Erp",
  "name": "Bank Integration Supplier",
- "naming_rule": "Expression",
+ "naming_rule": "By script",
  "owner": "Administrator",
  "permissions": [
   {

jey_erp/jey_erp/doctype/bank_integration_supplier/bank_integration_supplier.py

@@ -1,8 +1,23 @@
 # Copyright (c) 2026, JeyERP and contributors
 # For license information, please see license.txt
 
+import frappe
 from frappe.model.document import Document
 
 
 class BankIntegrationSupplier(Document):
-	pass
+	def autoname(self):
+		# Name the record after the supplier name itself (like Kapital Bank
+		# Supplier), truncated to 140 chars, with a -N suffix on collision.
+		if not self.supplier_name:
+			return
+		name = str(self.supplier_name)
+		if len(name) > 140:
+			name = name[:137] + "..."
+		original = name
+		counter = 1
+		while frappe.db.exists("Bank Integration Supplier", name):
+			suffix = f"-{counter}"
+			name = original[: 140 - len(suffix)] + suffix
+			counter += 1
+		self.name = name