Azerbaijan localization for JeyERP
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Ali 3c1dee9a72 feat(bank-integration): redesign Excel Preset UX with Detect & preview
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>
2026-05-08 16:53:10 +00:00
jey_erp feat(bank-integration): redesign Excel Preset UX with Detect & preview 2026-05-08 16:53:10 +00:00
.gitignore feat: Initialize App 2024-09-12 10:11:33 +00:00
BANK_INTEGRATION_PLAN.md feat(bank-integration): universal Excel-based bank statement import 2026-05-08 16:23:44 +00:00
README.md feat: Initialize App 2024-09-12 10:11:33 +00:00
TASK_CONTEXT.md renewed company_defaults 2026-03-26 17:44:45 +04:00
license.txt feat: Initialize App 2024-09-12 10:11:33 +00:00
pyproject.toml feat: Initialize App 2024-09-12 10:11:33 +00:00

README.md

Jey Erp

Azerbaijan localization for JeyERP

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