Commit Graph

1 Commits

Author SHA1 Message Date
Ali f35b19cf14 feat(bank-integration): universal Excel-based bank statement import
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>
2026-05-08 16:23:44 +00:00