The _HEADER_SYNONYMS dict, the Azərbaycan-to-Latin translation table, and
the matcher helpers were sitting in the middle of excel_parser.py making
the file harder to scan. Moved them to a dedicated header_synonyms.py
with a docstring explaining how to extend it.
Public API of the new module is just guess_standard_field(header) and
HEADER_SYNONYMS — that's the surface excel_parser actually uses.
Two changes that drop the manual step from the column-mapping setup:
- Auto-detect now runs implicitly when the user attaches a Sample Excel
File. The Auto-detect Columns Button field is removed (Preview Sample
stays — it answers a different question). Auto-detect only fires when
the Column Mappings table is empty; a user-edited table is never
overwritten silently.
- Replaced the modal "Auto-detect Complete" / "Sample File Error" /
"Empty Header Row" msgprints with small bottom-right show_alert
toasts. The result is one line — "Auto-mapped 9 of 11 columns" —
with green/orange/red indicator instead of a full-screen dialog.
The synonym dictionary used by detection lives in code at
jey_erp/bank_integration/excel_parser.py (_HEADER_SYNONYMS).
The two helpers used to live in the form toolbar under a 'File Format'
group, which added noise to the already busy header (Match/Create
buttons for accounts/customers/suppliers/purposes plus Load Data are
also there).
They are now native Button fields inside the File Format tab, sitting in
a two-column row directly under the Sample Excel File attach widget:
[ Sample Excel File: ... ]
[ Preview Sample ] [ Auto-detect Columns ]
[ Format / Column Mappings sections ]
Both buttons are gated by depends_on=sample_file, so they only appear
when there's actually a file to operate on — same gating as before, just
contextually placed next to the upload instead of in the global toolbar.
Multi-currency Bank Accounts (one account holding several currencies in
parallel) exist with some western banks like Revolut/Wise, but in AZ the
convention is one Bank Account per currency. The toggle was extra noise
on the File Format tab for every user.
Kept the field and the underlying parse/import logic intact (hidden=1
only). Removing the hidden flag re-exposes it if a real multi-currency
case ever shows up.
Replaces the standalone Bank Statements workspace (incorrect approach —
ERPNext doesn't expose top-level apps as tiles automatically) with a
runtime insertion of a single 'Bank Statement Importer' link into the
existing 'Banking' card on the ERPNext-owned Invoicing workspace.
Editing the workspace at runtime via after_migrate (not by overriding
its JSON) is intentional: ERPNext resyncs that JSON on every `bench
migrate`, so a file-level patch would be reverted. after_migrate runs
AFTER the resync, so the inserted link stays.
The insert is idempotent — it skips when the link is already present,
when the Banking card break isn't there, or when Bank Statement Importer
DocType doesn't exist yet.
User feedback: a standalone top-level workspace doesn't surface inside
the existing ERPNext module tiles. Putting it under Accounting (next to
Financial Reports) matches user mental model — bank statement work is
already a financial activity.
After migrate, Bank Statements shows up as a sub-page in the Accounting
sidebar group, alongside Financial Reports.
A discoverable home for the import flow — until now Bank Statement
Importer, the registries, and the BRT had no workspace entry and were
only reachable by typing URLs.
The workspace groups everything into three cards:
Setup — Bank Statement Importer, Bank, Bank Account
Daily Use — Bank Transaction, Bank Reconciliation Tool
Registry — Counterparties (Customers/Suppliers), Purpose Keywords
Plus three coloured shortcut tiles for the most-used entry points.
The original "Bank Integration" name was too broad — this is specifically
a configurable Excel statement importer, not a generic bank API
integration. The new name lines up with the per-bank, per-format profile
the doctype actually represents.
Scope is narrow on purpose: only the main DocType is renamed. The
internal mapping/registry doctypes (Bank Integration Customer, Supplier,
Purpose, Customer Mapping, Supplier Mapping, Transaction Mapping,
Account Mapping, Standard Field, Excel Preset, Excel Column Mapping)
keep their tech names — they are not directly user-facing and renaming
them would multiply the migration surface for no UX gain.
Changes:
- Folder bank_integration/ moved to bank_statement_importer/, files
renamed alongside; Python class is now BankStatementImporter
- All Python callers (excel_parser, import_api, create_reconcile,
creation, matching, migrations) call frappe.get_doc("Bank Statement
Importer", …); the parenttype string in child-table queries follows
- JS form handler, both list views (Bank Transaction, BRT) updated,
including the "BiType::Name" mapping-source key used by BRT
- Registry doctypes (Customer, Supplier, Purpose) updated to link to
Bank Statement Importer in their parent_bank_integration field
- Bank Account.bank_integration_type custom field options now offer
"Bank Statement Importer"
- pre_model_sync patch renames the existing DocType, rewrites Bank
Account.bank_integration_type stored values, and patches the Custom
Field options in-place so the rest of the migrate run is consistent.
Idempotent: skips when the new name already exists or the old one
doesn't.
The Python module path jey_erp.bank_integration.* is intentionally
unchanged so existing imports (and any external integrations) keep
working without touching every from-import statement.
Two new helpers on the Bank Integration form, shown when a Sample File
is attached:
- "Preview Sample" opens a modal with the header row + first 20 data
rows, with badges on each column showing the currently mapped Standard
Field (or "unmapped"). Helps spot wrong Header Row / column drift
before importing real statements.
- "Auto-detect Columns" reads the sample headers and replaces the
Column Mappings table with a best-effort guess based on a multilingual
synonym list (English, Azərbaycan, Russian). Reports how many of the
total columns matched and lists unmapped headers so the user can fill
the rest manually. Asks for confirmation before overwriting an
existing table.
Both helpers are backed by new whitelisted endpoints
parse_sample_preview and auto_detect_column_mappings in excel_parser.py.
File format settings (header row, amount mode, column mappings, sample
file, direction values, custom date format, currency-from-file) now live
on the Bank Integration record itself under a new "File Format" tab,
removing the extra hop through Bank Integration Excel Preset.
- Bank Integration JSON gains the File Format tab and column_mappings child
- Excel parser and import API read format from Bank Integration directly,
drop the preset_name argument from public endpoints
- Load Data dialog (on Bank Integration) and Load From Excel dialog (on
Bank Transaction list) drop the preset Link field; the chosen Bank
Integration provides everything needed
- after_migrate patch copies fields and column mappings from an existing
preset into each Bank Integration whose File Format is still empty
- Bank Integration Excel Preset doctype kept around for rollback but
marked deprecated (System Manager only, in-form warning), removed from
the fixtures list so fresh installs don't ship the Generic preset
The E-Taxes Obligation Pact doctype is being removed; the in-form
list section + HTML field that hosted it on Company are no longer
needed. Cleanup of leftover Custom Field rows on existing sites is
handled by jey_wizard's v0_1_27 patch.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Drop the conditional Won/Lost Custom Fields and their JS/Python plumbing —
they should never be shown again. Adds a post-migrate patch to delete the
existing Custom Field records (and any stray Property Setters) from the DB.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces "Azeri" / "Azerbaijani" / "Azerbaijan" with the native form
"Azərbaycan" in labels, descriptions, comments, app description, and
docs. Field names and Python identifiers are unchanged.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two related correctness fixes:
1. Asymmetric Azerbaijani normalization.
consider_azeri_chars was only honoured by match_similar_customers/suppliers
when populating registries. At Create & Reconcile time both the party-name
lookup and the fuzzy purpose matcher compared raw lowercased strings, so a
party matched via "Şirkət" ↔ "Sirket" translit at registry time would not
resolve when the BT arrived, and a purpose rule keyed on "Mədaxil" would
fall short of fuzzy threshold against "Medaxil".
- name_to_party now indexes each row under strict / lowercase / translit /
translit+lowercase variants based on its effective Case Mode + Azeri
Translit (new per-row Select fields that override the globals, same
pattern as case sensitivity).
- _find_mapping_for_txn takes an `az` flag and applies translit to both
keyword cache and txn purpose/party before comparison.
2. Customer / Supplier dedup ignored VOEN.
create_unmapped_customers / create_unmapped_suppliers checked only by
customer_name / supplier_name, so a registry record sharing a VOEN with an
existing party under a slightly different name would create a duplicate.
Now: tax_id is checked first, name as fallback; when an existing party is
found, the mapping row is linked to it (instead of silently `continue`ing
without linking). Response includes linked_count alongside created_count.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Escape t.ref_no / t.counterparty / t.purpose / error fields with
escape_html when rendering the preview and error-detail dialogs. A
malicious bank statement (or counterparty-supplied purpose text)
containing HTML could otherwise execute in the importer's session.
- Parser now refuses to proceed if any standard field required by the
selected Amount Mode is missing from the file headers — instead of
silently dropping every row with reason "amount" / "date".
- Reference Number is now a required mapping for all Amount Modes,
preventing a class of silent duplication on re-import. parse_excel_for_
preview also returns empty_ref_count and the preview surfaces a warning
about future duplicate risk when some rows have an empty Reference
Number on disk.
- Add 'Use Currency From File' checkbox on Excel Preset (default off).
When on, BT.currency uses the parsed Currency column with fallback to
the Bank Account's currency. import_bulk_bt now takes preset_name and
the background job reads the flag.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Delete mapping_resolver.py: dead code (nothing imports it; create_reconcile
builds the indexes it needs directly).
- Simplify _create_journal_entry_for_brt: the if is_pay / else branches were
identical because the matching transaction mapping is scoped by payment_type,
so paid_from / paid_to already encode direction (from = credit side, to =
debit side for both Pay and Receive). Removed the dead conditional, kept a
comment explaining why no swap is needed.
- Add _parse_amount helper in excel_parser: handles currency text in the cell
('AZN 250', '250 AZN'), comma decimals ('250,00'), mixed thousands+decimal
('1,200.50' / '1.200,50'), accounting-style brackets ('(45.50)' → -45.50),
and trailing minus ('250-'). Used for amount/debit/credit cells.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Importing into Mode 3 with a preset that had no Amount mapping silently
dropped every row and showed a confusing "No transactions found" message.
Two fixes:
- Preset.validate() now requires the Standard Fields the parser needs for
the chosen mode (Mode 1: Date+Amount; Mode 2: Date+Debit+Credit; Mode 3:
Date+Amount+Direction). Clear error on save lists exactly what's missing.
- When all rows drop due to unreadable amount, the import dialog now opens
a helper modal pointing at the preset, instead of the generic empty
message.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
'Single column + direction column' previously guessed direction from a
hardcoded EN/AZ alias list, silently falling back to "D" on anything
unrecognised. Now the preset exposes two comma-separated fields — Debit
Values and Credit Values — that the user fills with whatever their bank
prints (e.g. "DR, Debit, Məxaric" / "CR, Credit, Mədaxil"). The fields
are only visible/required for this amount mode and validated on save.
Rows with a Direction value that doesn't match either list are now
dropped with reason="direction" and the offending values are surfaced
in the import / Load Data dialogs so the user can copy them straight
into the preset.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Only well-formed files (data rows immediately after the header) are expected;
Header Row alone is enough to point the parser at the start of data.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Sample File on Preset: upload once, headers populate the Excel Column
Autocomplete in the mapping table; Clear Sample button reverts to free text.
- Date format: hidden behind "Use Custom Date Format" checkbox; parser tries
24 common formats (ISO/EU/US × -./\\\\ × with/without time) automatically.
Surfaces a clear "open the preset and enable custom format" dialog on
unparseable dates, instead of silently dropping rows.
- Standard Field options renamed from machine codes (date, reference_number…)
to readable labels (Date, Reference Number…); parser maps labels → codes.
Idempotent migration converts existing rows.
- Header matching is now case- and whitespace-insensitive.
- Direction-column aliases extended with Azerbaijani terms (Mədaxil/Məxaric/
Daxil/Çıxıb/Gəlir/Xərc).
- cost_center in transaction_mappings filtered to is_group:0 in the form.
- Load Data result surfaces dropped_date / dropped_amount counts.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
The Excel import dialog no longer has the "Also load counterparties &
purposes" checkbox — BT import now only creates Bank Transactions.
Registries (Bank Integration Customer/Supplier/Purpose) are populated
exclusively through the "Load Data" button on the Bank Integration form.
Since BTs are now always imported without a party, Create & Reconcile
resolves it: a BT's bank_party_name (the counterparty text from the
file) is looked up in the customer/supplier mappings, and if that
counterparty is mapped to an ERPNext party, the txn gets that party —
so counterparty-based transaction-mapping rules match and the created
PE/JE carries the party. A safety guard: a party is only attached to a
Payment Entry when one of the GL accounts is Receivable/Payable.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
_find_mapping_for_txn now tries exact-substring purpose matches first
(unchanged), then falls back to a partial-ratio fuzzy match against
similarity_threshold_purpose — so a short/imprecise purpose keyword can
match somewhere inside a long bank-statement description. Order:
purpose+counterparty (exact) > purpose-only (exact) > purpose+
counterparty (fuzzy) > purpose-only (fuzzy) > counterparty-only >
fallback. Set the threshold to 100 to keep the old substring-only
behaviour. This makes similarity_threshold_purpose actually do something
in the BRT path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
On save, a Bank Integration Customer/Supplier whose mapping row had its
erp_customer / erp_supplier cleared (not just whose row was deleted) is
now flipped back to status=New with mapped_customer/customer_group/
territory/payment_terms cleared — so a registry record never keeps a
phantom mapping.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The first-leaf fallback meant customers always landed in "Individual"
even when no Customer Group was chosen. Customer/Supplier/Territory
aren't actually mandatory in ERPNext, so now: a configured value is
validated (exists + leaf) and used; nothing configured -> the party is
created with an empty customer_group / supplier_group / territory.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Creating customers/suppliers no longer requires a default Customer/
Supplier Group or Territory on the Bank Integration — when none is set,
the first leaf (non-group) node of the tree is used. A configured value
is still validated (must exist and be a leaf), with a clear message.
Also: the default-group / default-territory Link fields (and the
matching mapping child-table fields) now filter to is_group=0 so a group
node can't be selected in the first place.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Customer/Supplier require a leaf node for customer_group/supplier_group/
territory; selecting a group node makes ERPNext throw "Cannot select a
Group type ...". The upfront validation now also checks is_group and
returns a clear message before any record is touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The Accounts / Customers / Suppliers / Purposes subtabs under "Data"
were stuck on "Loading..." — nothing rendered into them. Added
get_bi_reference_data_list (paginated rows for each registry, scoped to
the Bank Integration record) and the client-side rendering in
bank_integration.js (tables with status pills, links to the underlying
records and their ERPNext mappings, plus a Refresh button per subtab) —
mirroring the kapital_bank_settings Data tab.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Creating customers/suppliers/bank accounts from unmapped rows fell back
to "All Customer Groups" / "All Territories" / "All Supplier Groups",
which don't exist on localized sites — ERPNext then threw a cryptic
"Could not find Customer Group: All Customer Groups". Now creation
validates upfront and returns a clear message ("Set a Default Customer
Group on the Bank Integration ...") before touching any records. Same
for Territory, Supplier Group, and (for Bank Accounts) Company / Bank.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The Excel import dialog on the Bank Transaction list gains an "Also load
counterparties & purposes" checkbox (default on — preserves current
behaviour). When unchecked, only Bank Transactions are created and the
Bank Integration Customer/Supplier/Purpose registries are left alone.
The Bank Integration form gains a "Load Data" button: pick an Excel
preset + file and choose which registries to populate (Customers /
Suppliers / Purposes checkboxes, like the standard data import). It runs
the same upsert logic but creates no Bank Transactions — the file-based
counterpart to kapital_bank's API-driven counterparty/purpose loaders.
Backed by jey_erp.bank_integration.import_api.load_registries_from_excel.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The previous attempt double-set custom_purpose's hidden property
(visible in the forEach, then hidden in a follow-up if) and relied on
refresh_fields, which didn't re-render the hidden state. Now
_applyModeVisibility computes the final hidden value for each field in
one pass — folding the "Use original description" checkbox into the
custom_purpose decision — and calls refresh() on each field explicitly.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two BRT polish fixes:
- The checkbox column was added by destroying and rebuilding the
DataTable after each "Get Unreconciled Entries", which visibly redrew
the rows. Replaced with a wholesale override of DataTableManager's
get_datatable that creates the table with checkboxColumn:true from the
start and injects the toolbar there — no rebuild, no flicker. The
render-event polling is gone.
- _applyModeVisibility unconditionally un-hid "Custom Purpose Keyword"
when leaving "Documents & Reconcile" mode, overriding the effect of
the "Use original description" checkbox. Now it re-applies the
checkbox state after the mode-driven visibility pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The first jey_erp BRT implementation read row.name from dtm.transactions,
but those rows are arrays (per ERPNext's DataTableManager.format_row), so
the BT name was always undefined ("Could not resolve Bank Transaction
names"). Replaced it with a faithful port of kapital_bank's BRT
extension: the same checkbox column, "Create & Reconcile" toolbar, and
3-mode dialog (Both / Mappings Only / Documents & Reconcile), reading
the BT name from the row array the way kb did.
The dialog gains a "Mapping Source" select (defaulting from the Bank
Account's hidden bank_integration field, written back on submit). For a
Bank Integration source it calls the new
jey_erp.bank_integration.create_reconcile.create_purpose_mappings (a
port of kapital_bank/mapping.py adapted for the multi-record Bank
Integration doctype and Bank Integration Purpose); for a Kapital Bank
Settings source it calls kapital_bank.mapping.create_purpose_mappings
directly, leaving kb's proven backend untouched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The checkbox column + Create & Reconcile toolbar setup was on the form's
`refresh` event, which fires only once. On a second "Get Unreconciled
Entries" ERPNext rebuilds the DataTableManager without the checkbox
column and the polling interval never restarted. Moved the enhancement
to the `render` event (fires on every rebuild), matching the pattern
the kapital_bank BRT extension used. The prototype patch that adds the
"Bank Transaction" column stays on `refresh` since it is idempotent.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Standard Field is now a Link to a new "Bank Integration Standard Field"
doctype (autoname=Prompt). Each entry holds a display name like "Date" /
"Reference Number" — the field that the user picks in Column Mappings —
and a `field_name` column with the technical key used by the parser.
Twelve standard fields ship as a fixture. The change replaces the old
Select with technical names (date, reference_number, debit, ...) which
were noisy in the UI.
Excel Preset gets two new fields:
- sample_file (Attach) — user uploads a sample of their bank's xlsx
- preview_html (HTML) — first 5 rows are rendered after detection
A "Detect Columns from Sample" custom button on the form calls a new
whitelisted endpoint detect_columns_from_sample() that reads the header
row + first 5 data rows. The Column Mappings table is repopulated with
one row per Excel header (Standard Field left empty for the user to
fill in), and the preview HTML shows what the parser actually sees so
the user can validate header_row / skip_rows. After detection the
sample File doc is removed via delete_sample_file().
excel_parser now resolves row.standard_field through Standard Field
to obtain the technical field_name. The Generic Bank Statement fixture
is updated to reference the new Link values.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds 10 doctypes (Bank Integration + 4 child mapping tables + 3
registries + Excel Preset + Excel Column Mapping), 7 backend modules
(parser, import API, matching, creation, mapping resolver, create &
reconcile, migrations), 3 JS files, and a Generic Excel preset fixture.
Two hidden Dynamic Link custom fields on Bank Account
(bank_integration_type / bank_integration) point to either the new
Bank Integration record or the existing Kapital Bank Settings, letting
the universal Create & Reconcile in BRT read mappings from either source
through one resolver. Both apps now share an "Import From..." dropdown
on Bank Transaction list.
Plan and rationale: BANK_INTEGRATION_PLAN.md.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the free-text description in Landed Cost Taxes and Charges with a
service-item link, drives expense_account from a new Item.default_landed_cost_account,
adds an in-form "Get Items from Vendor Invoices" button, and validates totals
against vendor invoices on submit. Also fixes ERPNext's no-op items_remove
(its `this.trigger` call hits a non-existent method) so applicable_charges
recalculate correctly when rows are deleted from items or taxes.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Mirrors the salary-component pattern for two more pieces of master data:
- sync_leave_types(): full upsert from default_data/leave_types.json.
Creates missing, updates existing, deletes those no longer in JSON.
Leave Type has no `disabled` field, so when a deletion fails due to
linked Leave Allocation/Application records, the sync logs and skips
(vs. marking disabled like Salary Component does).
- sync_company_defaults(): for every Company, resolves each account_number
in default_data/company_defaults.json to the company-scoped Account
name and sets the corresponding Company field. Non-destructive: if
the company has no account with that number, the field is left as-is.
Both hooked into after_migrate_combined after sync_salary_components,
since Leave Type's earning_component references a Salary Component.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds sync_salary_components() — full upsert from default_data JSON:
creates missing components, updates existing ones (formula, condition,
flags, accounts), and deletes those no longer in the JSON. If a
component cannot be deleted due to linked records, it is marked
disabled instead. Idempotent and safe to re-run.
Hooked into after_migrate_combined so every "bench migrate" picks up
the latest formulas — single source of truth is the JSON file.
Replaced default_data/salary_components.json with the current
production export (14 components, formulas use the f(base) + g(LE)
pattern for separate ƏH/MK accounting).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replace per-field delete+create loop (which forced ALTER TABLE on all 222
custom fields every migrate) with idempotent bulk update that only writes
when a field's definition actually changed. Saves with ignore_version=True
to bypass the Frappe Version diff bug that crashes on certain int values.
Also remove the top-level create_custom_fields() call so the function only
runs from after_migrate, not on every module import.
Optional JEY_ERP_FORCE_RECREATE_FIELDS=1 env var preserves the old
delete+create path for development.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds six new collapsible sections at the very end of the Tax Policy
tab on Company form, each with an HTML field for a reference-data
table rendered by invoice_az/client/company.js:
- E-Taxes Objects
- Cash Registers
- POS Terminals
- Bank Accounts
- Obligation Pacts
- Presented Certificates
Tax Closing Wizards moved to the bottom (insert_after changed from
accounting_method to presented_certificates_list_html) so wizards
sit under the new sections.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds a Tax Free tab to Salary Slip with 4 nested sub-tabs (Vergi, MDSS,
İşsizlik sığorta, İcbari Tibbi Sığorta) rendered via the custom_subtabs
app. Each sub-tab has a Göstəricilər (Link to Tax Free Indicator, filtered
by group) and an Amount (Currency) field arranged in two columns.
Introduces a new Tax Free Indicator tree DocType mirroring the tax_article
pattern from taxes_az, seeded via fixtures with 74 indicators scraped from
the e-taxes.gov.az unified declaration (32 Vergi + 30 MDSS + 5 İşsizlik
+ 7 İcbari Tibbi Sığorta) grouped under 4 roots.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add rename_default_groups.py that uses frappe.rename_doc to rename
standard ERPNext groups (Products -> Məhsullar, etc.) instead of
modifying ERPNext source files directly. Runs on after_migrate.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Ali