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> |
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| jey_erp | ||
| .gitignore | ||
| BANK_INTEGRATION_PLAN.md | ||
| README.md | ||
| TASK_CONTEXT.md | ||
| license.txt | ||
| pyproject.toml | ||
README.md
Jey Erp
Azerbaijan localization for JeyERP
License
unlicense