jey_erp/jey_erp
Ali e8e9359cb5 feat(bank-integration): case-insensitive party matching, with per-row override
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>
2026-05-13 16:25:46 +00:00
..
bank_integration feat(bank-integration): case-insensitive party matching, with per-row override 2026-05-13 16:25:46 +00:00
config feat: Initialize App 2024-09-12 10:11:33 +00:00
custom feat(landed-cost-voucher): item-driven taxes table with vendor invoice import 2026-05-06 16:01:41 +00:00
data added to asset cadastral calculations 2025-09-15 14:28:49 +04:00
default_data chore(default-data): refresh salary components and leave types from accountant 2026-05-01 12:48:15 +00:00
default_templates new print formats 2025-04-28 10:56:34 +00:00
fixtures refactor(bank-integration): drop Skip Rows After Header from Excel Preset 2026-05-13 10:53:57 +00:00
jey_erp feat(bank-integration): case-insensitive party matching, with per-row override 2026-05-13 16:25:46 +00:00
locale new translations 2026-04-24 20:29:53 +00:00
patches add Employee custom fields: citizenship_country, residence_permit_fin, residence_permit_not_available 2026-03-25 20:56:34 +04:00
public fix(bank-integration): validate required Excel columns per Amount Mode 2026-05-13 11:23:16 +00:00
setup feat(default-data): auto-sync leave types and company defaults on migrate 2026-05-01 12:55:27 +00:00
templates feat: Initialize App 2024-09-12 10:11:33 +00:00
__init__.py feat: Initialize App 2024-09-12 10:11:33 +00:00
asset.py added eqm codes to items and etaxes items 2025-09-22 20:55:53 +04:00
asset_events.py added assets field 2025-11-05 14:27:31 +04:00
cbar_exchange.py added load from cbar currency import 2026-03-12 18:53:47 +04:00
custom_employee_onboarding.py added new fields and function that automaticly sets ceo 2025-02-20 10:28:37 +00:00
custom_fields.py feat(bank-integration): universal Excel-based bank statement import 2026-05-08 16:23:44 +00:00
custom_report.py added new field custom note in payment entry, also little fixes to report bug (not fixed) 2025-01-17 13:46:49 +04:00
debug_asset_categories.py monkey patched asset categories 2026-01-10 03:44:28 +04:00
extend_party_types.py fixed default vat table 2026-01-16 21:06:33 +04:00
hooks.py feat(bank-integration): Excel Preset rework — sample-driven columns, auto date format 2026-05-13 10:44:15 +00:00
modules.txt feat: Initialize App 2024-09-12 10:11:33 +00:00
patches.txt add Employee custom fields: citizenship_country, residence_permit_fin, residence_permit_not_available 2026-03-25 20:56:34 +04:00
rename.har added tittles to je 2026-03-06 23:45:56 +04:00