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
Ali
04b16a6eea