feat(bank-integration): name purposes after the purpose text (like Kapital Bank)

Bank Integration Purpose used a generic BIP-#### id. Switched to the
Kapital Bank Purpose scheme: an autoname() controller method sets the
record name to the purpose_keyword text (truncated to 140, -N on
collision). A migration in after_migrate renames any existing BIP-####
records to their readable names (Link references update automatically).

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

jey_erp/bank_integration/migrations.py

@@ -39,3 +39,43 @@ def link_kb_bank_accounts_to_bi():
 	if updated:
 		frappe.db.commit()
 		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"):
+		return
+
+	rows = frappe.get_all(
+		"Bank Integration Purpose",
+		filters={"name": ["like", "BIP-%"]},
+		fields=["name", "purpose_keyword"],
+	)
+	renamed = 0
+	for r in rows:
+		if not r.purpose_keyword:
+			continue
+		target = str(r.purpose_keyword)
+		if len(target) > 140:
+			target = target[:137] + "..."
+
+		base = target
+		counter = 1
+		while target != r.name and frappe.db.exists("Bank Integration Purpose", 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)
+			renamed += 1
+		except Exception as e:
+			print(f"BI: failed to rename purpose {r.name}: {e}")
+
+	if renamed:
+		frappe.db.commit()
+		print(f"BI: renamed {renamed} Bank Integration Purpose record(s) to readable names")

jey_erp/hooks.py

@@ -143,10 +143,11 @@ def after_migrate_combined():
     # Link kb-mapped Bank Accounts to Kapital Bank Settings via the
     # Dynamic Link fields used by the universal Create & Reconcile resolver.
     try:
-        from jey_erp.bank_integration.migrations import link_kb_bank_accounts_to_bi
+        from jey_erp.bank_integration.migrations import link_kb_bank_accounts_to_bi, rename_bip_purposes
         link_kb_bank_accounts_to_bi()
+        rename_bip_purposes()
     except Exception as e:
-        print(f"BI: link_kb_bank_accounts_to_bi failed: {e}")
+        print(f"BI: post-migrate sync failed: {e}")
     # REMOVED: Asset categories creation moved to setup_wizard_complete hook
     # from jey_erp.custom.create_asset_categories import create_asset_categories
     # create_asset_categories()

jey_erp/jey_erp/doctype/bank_integration_purpose/bank_integration_purpose.json

@@ -1,6 +1,6 @@
 {
  "actions": [],
- "autoname": "format:BIP-{####}",
+ "autoname": "Prompt",
  "creation": "2026-05-08 00:00:00.000000",
  "doctype": "DocType",
  "engine": "InnoDB",
@@ -54,7 +54,7 @@
  "modified_by": "Administrator",
  "module": "Jey Erp",
  "name": "Bank Integration Purpose",
- "naming_rule": "Expression",
+ "naming_rule": "By script",
  "owner": "Administrator",
  "permissions": [
   {

jey_erp/jey_erp/doctype/bank_integration_purpose/bank_integration_purpose.py

@@ -1,8 +1,26 @@
 # Copyright (c) 2026, JeyERP and contributors
 # For license information, please see license.txt
 
+import frappe
 from frappe.model.document import Document
 
 
 class BankIntegrationPurpose(Document):
-	pass
+	def autoname(self):
+		# Name the record after the purpose text itself (like Kapital Bank Purpose),
+		# truncated to 140 chars, with a -N suffix on collision.
+		if not self.purpose_keyword:
+			return
+
+		name = str(self.purpose_keyword)
+		if len(name) > 140:
+			name = name[:137] + "..."
+
+		original = name
+		counter = 1
+		while frappe.db.exists("Bank Integration Purpose", name):
+			suffix = f"-{counter}"
+			name = original[: 140 - len(suffix)] + suffix
+			counter += 1
+
+		self.name = name