added mapping without party

kapital_bank/bank_api.py

@@ -1442,7 +1442,7 @@ def _build_import_lookups(settings):
     for row in settings.transaction_mappings:
         if not row.paid_from or not row.paid_to:
             continue
-        if not row.purpose_keyword and not row.counterparty:
+        if not row.purpose_keyword and not row.counterparty and not row.counterparty_type:
             continue
 
         keyword_lower = ""
@@ -1468,8 +1468,10 @@ def _build_import_lookups(settings):
             getattr(row, "payment_type", None) or "",
             cp_name,
             cp_voen,
+            getattr(row, "counterparty_type", None) or "",
             getattr(row, "document_type", None) or "Payment Entry",
             getattr(row, "cost_center", None) or "",
+            bool(getattr(row, "multi_currency", 0)),
         ))
 
     # Each key maps to a dict with optional "Customer" and "Supplier" entries.
@@ -1523,8 +1525,9 @@ def _import_one_transaction(txn_data, settings, purpose_rules, purpose_threshold
     both_rules = []
     purpose_only_rules = []
     counterparty_only_rules = []
+    fallback_rules = []
     for rule in purpose_rules:
-        keyword, pf, pt, rule_pt, cp_name, cp_voen, doc_type, rule_cc = rule
+        keyword, pf, pt, rule_pt, cp_name, cp_voen, cp_type, doc_type, rule_cc, rule_mc = rule
         has_keyword = bool(keyword)
         has_cp = bool(cp_name or cp_voen)
         if has_keyword and has_cp:
@@ -1533,6 +1536,8 @@ def _import_one_transaction(txn_data, settings, purpose_rules, purpose_threshold
             purpose_only_rules.append(rule)
         elif has_cp:
             counterparty_only_rules.append(rule)
+        elif cp_type:
+            fallback_rules.append(rule)
 
     def _counterparty_matches(cp_name, cp_voen):
         if cp_voen and contr_voen and cp_voen == contr_voen:
@@ -1543,45 +1548,63 @@ def _import_one_transaction(txn_data, settings, purpose_rules, purpose_threshold
 
     def _match_purpose_rules(rules, check_counterparty):
         best_score = 0
-        best_pf = best_pt = best_doc_type = best_cc = None
+        best_pf = best_pt = best_doc_type = best_cc = best_mc = None
-        for keyword, pf, pt, rule_pt, cp_name, cp_voen, doc_type, rule_cc in rules:
+        for keyword, pf, pt, rule_pt, cp_name, cp_voen, cp_type, doc_type, rule_cc, rule_mc in rules:
             if rule_pt and rule_pt != payment_type:
                 continue
             if check_counterparty and not _counterparty_matches(cp_name, cp_voen):
                 continue
             if keyword:
                 if keyword in purpose_lower:
-                    return pf, pt, doc_type, rule_cc
+                    return pf, pt, doc_type, rule_cc, rule_mc
                 score = SequenceMatcher(None, purpose_lower, keyword).ratio()
                 if score > best_score and score >= purpose_threshold:
                     best_score = score
-                    best_pf, best_pt, best_doc_type, best_cc = pf, pt, doc_type, rule_cc
+                    best_pf, best_pt, best_doc_type, best_cc, best_mc = pf, pt, doc_type, rule_cc, rule_mc
             else:
-                return pf, pt, doc_type, rule_cc
+                return pf, pt, doc_type, rule_cc, rule_mc
-        return best_pf, best_pt, best_doc_type, best_cc
+        return best_pf, best_pt, best_doc_type, best_cc, best_mc
 
     doc_type = "Payment Entry"
     cost_center = ""
+    multi_currency = False
 
     # Phase 1: rules with BOTH purpose keyword AND counterparty
-    paid_from, paid_to, matched_doc_type, matched_cc = _match_purpose_rules(both_rules, check_counterparty=True)
+    paid_from, paid_to, matched_doc_type, matched_cc, matched_mc = _match_purpose_rules(both_rules, check_counterparty=True)
     if matched_doc_type:
         doc_type = matched_doc_type
         cost_center = matched_cc or ""
+        multi_currency = matched_mc or False
 
     # Phase 2: rules with only purpose keyword
     if not paid_from or not paid_to:
-        paid_from, paid_to, matched_doc_type, matched_cc = _match_purpose_rules(purpose_only_rules, check_counterparty=False)
+        paid_from, paid_to, matched_doc_type, matched_cc, matched_mc = _match_purpose_rules(purpose_only_rules, check_counterparty=False)
         if matched_doc_type:
             doc_type = matched_doc_type
             cost_center = matched_cc or ""
+            multi_currency = matched_mc or False
 
     # Phase 3: rules with only counterparty
     if not paid_from or not paid_to:
-        paid_from, paid_to, matched_doc_type, matched_cc = _match_purpose_rules(counterparty_only_rules, check_counterparty=True)
+        paid_from, paid_to, matched_doc_type, matched_cc, matched_mc = _match_purpose_rules(counterparty_only_rules, check_counterparty=True)
         if matched_doc_type:
             doc_type = matched_doc_type
             cost_center = matched_cc or ""
+            multi_currency = matched_mc or False
+
+    # Phase 4: fallback rules — counterparty_type only, no specific counterparty
+    if not paid_from or not paid_to:
+        inferred_cp_type = "Customer" if payment_type == "Receive" else "Supplier"
+        for keyword, pf, pt, rule_pt, cp_name, cp_voen, cp_type, doc_type, rule_cc, rule_mc in fallback_rules:
+            if rule_pt and rule_pt != payment_type:
+                continue
+            if cp_type and cp_type != inferred_cp_type:
+                continue
+            paid_from, paid_to = pf, pt
+            doc_type = doc_type
+            cost_center = rule_cc or ""
+            multi_currency = rule_mc or False
+            break
 
     if not paid_from or not paid_to:
         return {
@@ -1633,6 +1656,8 @@ def _import_one_transaction(txn_data, settings, purpose_rules, purpose_threshold
         je.cheque_no = ref_no
         je.cheque_date = parsed_date
         je.user_remark = purpose
+        if multi_currency:
+            je.multi_currency = 1
 
         # Party can only be set on Receivable/Payable accounts
         party_accounts = {"Receivable", "Payable"}

kapital_bank/kapital_bank/doctype/kapital_bank_transaction_mapping/kapital_bank_transaction_mapping.json

@@ -14,6 +14,7 @@
   "paid_from",
   "paid_to",
   "cost_center",
+  "multi_currency",
   "notes"
  ],
  "fields": [
@@ -77,6 +78,13 @@
    "label": "Cost Center",
    "options": "Cost Center"
   },
+  {
+   "default": "0",
+   "fieldname": "multi_currency",
+   "fieldtype": "Check",
+   "in_list_view": 1,
+   "label": "Multi Currency"
+  },
   {
    "fieldname": "notes",
    "fieldtype": "Data",
@@ -86,7 +94,7 @@
  ],
  "istable": 1,
  "links": [],
- "modified": "2026-03-10 17:54:47.738883",
+ "modified": "2026-03-12 16:52:06.237239",
  "modified_by": "Administrator",
  "module": "Kapital Bank",
  "name": "Kapital Bank Transaction Mapping",

kapital_bank/mapping.py

@@ -203,6 +203,7 @@ def _find_mapping_for_txn(txn, transaction_mappings, purpose_text_cache):
 	both_rules = []
 	purpose_only_rules = []
 	counterparty_only_rules = []
+	fallback_rules = []
 
 	for row in transaction_mappings:
 		if not row.paid_from or not row.paid_to:
@@ -219,6 +220,8 @@ def _find_mapping_for_txn(txn, transaction_mappings, purpose_text_cache):
 			purpose_only_rules.append(row)
 		elif has_counterparty:
 			counterparty_only_rules.append(row)
+		elif row.counterparty_type:
+			fallback_rules.append(row)
 
 	def _purpose_matches(row):
 		keyword_text = purpose_text_cache.get(row.purpose_keyword, "")
@@ -239,6 +242,12 @@ def _find_mapping_for_txn(txn, transaction_mappings, purpose_text_cache):
 		if _counterparty_matches(row):
 			return row
 
+	# Phase 4: fallback by counterparty_type
+	inferred_cp_type = "Customer" if payment_type == "Receive" else "Supplier"
+	for row in fallback_rules:
+		if row.counterparty_type == inferred_cp_type:
+			return row
+
 	return None