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* feat: Party auto-matcher from Bank Transaction data - Created Bank Party Mapper - Created class to auto match by account/iban or party name/description(fuzzy) - Automatch and set in transaction or create mapper - `rapidfuzz` introduced * chore: Single query with or filter to search Party Mapper by name/desc * feat: Store Party bank details in party records (Customer/Supplier/Employee/Shareholder) * fix: Don't set description as key in Mapper doc if matched by description - Description is volatile and will keep changing - It will lead to multiple Bank Party Mapper docs for the same party that will never be referenced again - Parts of the descripton keep changing which is why it will never match a mapper record - If matched by desc, dont create mapper record. * feat: Manually Update/Correct Party in Bank Transaction - On updating bank trans.n party after submit, the corresponding mapper doc will be updated too - The mapper doc in turn will update all linked bank transactions that do not have this updated value - Added Bank Party Mapper hidden link in Bank Transaction - Rename field in BPM to `Party Name` as it does not hold description data - If a BT matches with a BPM record, link that record in the BT * chore: Perform automatch on submit - misc: Clearer naming * chore: Make auto matching party configurable - Checkbox in Accounts settings "Enable Automatic Party Matching" - Check before invoking automatching methods - misc: Remove TODO comments * fix: Match by both Account No and IBAN & other cleanups - A BT could have both account and iban, and a Supplier could have only IBAN set - In this case, matching by either (only account) gives no match - Match by Account OR IBAN, use `or_filters` - If matched, set both account no. and IBAN in Bank Party Mapper - Explain AutoMatchParty - Add type hints to return values - Use `set_value` to set values in BT after matching since its an after submit event * test: Match by Account No, IBAN, Party Name, Desc and match correction * fix: Remove bank details fields from Shareholder * fix: Use existing bank fields to match by bank account no/IBAN - Remove newly added fields in Party doctypes to store bank details - Use Bank Account's fields to match against account no/iban - For employee, if Bank Account does not exist, find in Employee doctype against account no/iban * fix: Tests * feat: Optional Fuzzy Matching & Skip Matches for multiple similar matches - Fuzzy matching can be enabled optionally in the settings - If a query gets multiple matches with the same score, do not set a party as it is an extremely close call - misc: Add 'cancelled' status to Bank transaction - Test for skipping matching with extremely close matches * chore: Remove Bank Party Mapper implementation - Matching by Acc No/IBAN can easily happen with Bank Accounts. It's not a tedious query - Historical lookups for Party Name/Desc match are very tricky. The user could have manually set a match and we would not know. Also this leaves the Bank Party Mapper only useful for Party Name/Desc lookups, which feels excessive. - We want to reduce the number of places the same data is stored and reduce confusion - The Party Name/Desc will optionally happen fuzzily, or not at all - There will be no Mapper lookups * chore: Remove instances of `bank_party_mapper` and use `new_doc`
45 lines
918 B
TOML
45 lines
918 B
TOML
[project]
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name = "erpnext"
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authors = [
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{ name = "Frappe Technologies Pvt Ltd", email = "developers@frappe.io"}
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]
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description = "Open Source ERP"
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requires-python = ">=3.10"
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readme = "README.md"
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dynamic = ["version"]
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dependencies = [
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# Core dependencies
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"pycountry~=20.7.3",
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"python-stdnum~=1.16",
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"Unidecode~=1.2.0",
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"redisearch~=2.1.0",
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"rapidfuzz~=2.15.0",
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# integration dependencies
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"gocardless-pro~=1.22.0",
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"googlemaps",
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"plaid-python~=7.2.1",
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"python-youtube~=0.8.0",
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"taxjar~=1.9.2",
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"tweepy~=3.10.0",
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]
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[build-system]
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requires = ["flit_core >=3.4,<4"]
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build-backend = "flit_core.buildapi"
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[tool.bench.dev-dependencies]
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hypothesis = "~=6.31.0"
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[tool.black]
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line-length = 99
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[tool.isort]
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line_length = 99
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multi_line_output = 3
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include_trailing_comma = true
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force_grid_wrap = 0
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use_parentheses = true
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ensure_newline_before_comments = true
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indent = "\t"
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