feat(bank-integration): case-insensitive party matching, with per-row override

Party-name lookup at Create & Reconcile previously used a strict (strip-only)
key, so a Bank Transaction whose bank_party_name differed in casing from the
registry record would never resolve a party. Now:

- 'Ignore Case in Party Matching' Check on Bank Integration (default ON) sets
  the global behaviour: party names are indexed under both their strict and
  lowercase forms, and the lookup tries both.
- 'Case Mode' Select on each Customer / Supplier Mapping row overrides the
  global for that specific party — blank inherits, "Ignore Case" / "Case
  Sensitive" forces the mode regardless of the global setting.

Honours the established "row > global" priority pattern used elsewhere.

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

jey_erp/bank_integration/create_reconcile.py

@@ -48,29 +48,64 @@ def _extract_messages(message_log):
 	return " | ".join(p for p in parts if p)
 
 
+def _effective_case_insensitive(row, global_default):
+	"""Per-row Case Mode overrides the global Ignore Case flag.
+
+	Returns True if the party name for this row should be indexed/looked-up
+	case-insensitively, False otherwise.
+	"""
+	mode = (getattr(row, "case_mode", None) or "").strip()
+	if mode == "Ignore Case":
+		return True
+	if mode == "Case Sensitive":
+		return False
+	return global_default
+
+
 def _build_name_to_party(settings):
 	"""Counterparty text -> {"Customer": erp_customer} / {"Supplier": erp_supplier},
-	built from the mapped rows of customer_mappings / supplier_mappings."""
+	built from the mapped rows of customer_mappings / supplier_mappings.
+
+	A row may be indexed under its strict key only, its lowercased key only, or
+	both — depending on the row's Case Mode (which overrides the global
+	`case_insensitive_party_match` setting).
+	"""
+	global_ci = bool(getattr(settings, "case_insensitive_party_match", 1))
 	idx = {}
+
+	def _add(name, party_type, erp_party, ci):
+		key = (name or "").strip()
+		if not key:
+			return
+		idx.setdefault(key, {})[party_type] = erp_party
+		if ci:
+			idx.setdefault(key.lower(), {})[party_type] = erp_party
+
 	for row in settings.customer_mappings:
 		if not row.erp_customer or not row.bi_customer_name:
 			continue
 		cust_name = frappe.db.get_value("Bank Integration Customer", row.bi_customer_name, "customer_name")
 		if cust_name:
-			idx.setdefault(cust_name.strip(), {})["Customer"] = row.erp_customer
+			_add(cust_name, "Customer", row.erp_customer, _effective_case_insensitive(row, global_ci))
 	for row in settings.supplier_mappings:
 		if not row.erp_supplier or not row.bi_supplier_name:
 			continue
 		supp_name = frappe.db.get_value("Bank Integration Supplier", row.bi_supplier_name, "supplier_name")
 		if supp_name:
-			idx.setdefault(supp_name.strip(), {})["Supplier"] = row.erp_supplier
+			_add(supp_name, "Supplier", row.erp_supplier, _effective_case_insensitive(row, global_ci))
 	return idx
 
 
 def _resolve_party_from_name(name, name_to_party, payment_type):
-	"""(party_type, erp_party) for `name`, or (None, None). Prefers Customer for
-	incoming (Receive) and Supplier for outgoing (Pay), falling back to the other."""
-	cands = name_to_party.get((name or "").strip())
+	"""(party_type, erp_party) for `name`, or (None, None). Tries an exact (strip-only)
+	lookup first; falls back to lowercased lookup so rows indexed case-insensitively
+	can be reached from arbitrary Bank Transaction bank_party_name casing.
+	Prefers Customer for incoming (Receive) and Supplier for outgoing (Pay),
+	falling back to the other."""
+	key = (name or "").strip()
+	if not key:
+		return None, None
+	cands = name_to_party.get(key) or name_to_party.get(key.lower())
 	if not cands:
 		return None, None
 	preferred = "Customer" if payment_type == "Receive" else "Supplier"

jey_erp/jey_erp/doctype/bank_integration/bank_integration.json

@@ -14,6 +14,7 @@
   "similarity_threshold_suppliers",
   "similarity_threshold_purpose",
   "consider_azeri_chars",
+  "case_insensitive_party_match",
   "default_party_settings_section",
   "default_supplier_group",
   "default_customer_group",
@@ -104,6 +105,13 @@
    "fieldtype": "Check",
    "label": "Consider Azerbaijani Characters"
   },
+  {
+   "default": "1",
+   "description": "When resolving a Bank Transaction's counterparty against the mappings, ignore case differences (e.g. 'Acme MMC' matches 'acme mmc'). Each row in Customer/Supplier Mappings can override this via 'Case Mode'.",
+   "fieldname": "case_insensitive_party_match",
+   "fieldtype": "Check",
+   "label": "Ignore Case in Party Matching"
+  },
   {
    "fieldname": "default_party_settings_section",
    "fieldtype": "Section Break",

jey_erp/jey_erp/doctype/bank_integration_customer_mapping/bank_integration_customer_mapping.json

@@ -10,6 +10,7 @@
   "customer_group",
   "territory",
   "payment_terms",
+  "case_mode",
   "mapping_type"
  ],
  "fields": [
@@ -55,6 +56,13 @@
    "label": "Payment Terms",
    "options": "Payment Terms Template"
   },
+  {
+   "description": "Override the global 'Ignore Case in Party Matching' for this row. Blank = use the global setting.",
+   "fieldname": "case_mode",
+   "fieldtype": "Select",
+   "label": "Case Mode",
+   "options": "\nIgnore Case\nCase Sensitive"
+  },
   {
    "default": "Manual",
    "fieldname": "mapping_type",

jey_erp/jey_erp/doctype/bank_integration_supplier_mapping/bank_integration_supplier_mapping.json

@@ -9,6 +9,7 @@
   "erp_supplier",
   "supplier_group",
   "payment_terms",
+  "case_mode",
   "mapping_type"
  ],
  "fields": [
@@ -47,6 +48,13 @@
    "label": "Payment Terms",
    "options": "Payment Terms Template"
   },
+  {
+   "description": "Override the global 'Ignore Case in Party Matching' for this row. Blank = use the global setting.",
+   "fieldname": "case_mode",
+   "fieldtype": "Select",
+   "label": "Case Mode",
+   "options": "\nIgnore Case\nCase Sensitive"
+  },
   {
    "default": "Manual",
    "fieldname": "mapping_type",