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.
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@ -107,10 +107,10 @@ class AutoMatchbyPartyDescription:
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or_filters = []
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if self.bank_party_name:
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or_filters.append(["bank_party_name_desc", self.bank_party_name])
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or_filters.append({"bank_party_name_desc": self.bank_party_name})
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if self.description:
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or_filters.append(["bank_party_name_desc", self.description])
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or_filters.append({"bank_party_name_desc": self.description})
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mapper_res = frappe.get_all(
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"Bank Party Mapper",
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@ -156,7 +156,13 @@ class AutoMatchbyPartyDescription:
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if result:
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party_name, score, index = result
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if score > 75:
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return (party, party_name, {"bank_party_name_desc": self.get(field)})
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# Dont set description as a key in Bank Party Mapper due to its volatility
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mapper = {"bank_party_name_desc": self.get(field)} if field == "bank_party_name" else None
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return (
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party,
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party_name,
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mapper,
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)
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else:
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return None
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@ -18,9 +18,6 @@ class BankTransaction(StatusUpdater):
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self.unallocated_amount = abs(flt(self.withdrawal) - flt(self.deposit))
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def on_update(self):
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if self.party_type and self.party:
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return
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self.auto_set_party()
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def on_submit(self):
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@ -162,6 +159,9 @@ class BankTransaction(StatusUpdater):
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# TODO: check if enabled
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from erpnext.accounts.doctype.bank_transaction.auto_match_party import AutoMatchParty
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if self.party_type and self.party:
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return
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result = AutoMatchParty(
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bank_party_account_number=self.bank_party_account_number,
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bank_party_iban=self.bank_party_iban,
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