chore: Make auto matching party configurable
- Checkbox in Accounts settings "Enable Automatic Party Matching" - Check before invoking automatching methods - misc: Remove TODO comments
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@ -59,7 +59,9 @@
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"frozen_accounts_modifier",
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"report_settings_sb",
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"tab_break_dpet",
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"show_balance_in_coa"
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"show_balance_in_coa",
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"banking_tab",
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"enable_party_matching"
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],
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"fields": [
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{
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@ -368,6 +370,18 @@
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"fieldname": "book_tax_discount_loss",
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"fieldtype": "Check",
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"label": "Book Tax Loss on Early Payment Discount"
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},
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{
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"fieldname": "banking_tab",
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"fieldtype": "Tab Break",
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"label": "Banking"
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},
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{
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"default": "0",
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"description": "Auto match and set the Party in Bank Transactions",
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"fieldname": "enable_party_matching",
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"fieldtype": "Check",
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"label": "Enable Automatic Party Matching"
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}
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],
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"icon": "icon-cog",
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@ -375,7 +389,7 @@
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"index_web_pages_for_search": 1,
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"issingle": 1,
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"links": [],
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"modified": "2023-03-28 09:50:20.375233",
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"modified": "2023-04-04 16:20:41.330039",
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"modified_by": "Administrator",
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"module": "Accounts",
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"name": "Accounts Settings",
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@ -8,12 +8,6 @@ from erpnext.controllers.status_updater import StatusUpdater
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class BankTransaction(StatusUpdater):
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# TODO
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# On submit/update after submit
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# - Create/Update a Bank Party Map record
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# - User can edit after submit.
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# - If changes in party/party name after submit, edit bank party map (which should edit all transactions with same account no/iban/bank party name)
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def after_insert(self):
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self.unallocated_amount = abs(flt(self.withdrawal) - flt(self.deposit))
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@ -21,7 +15,8 @@ class BankTransaction(StatusUpdater):
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self.clear_linked_payment_entries()
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self.set_status()
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self.auto_set_party()
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if frappe.db.get_single_value("Accounts Settings", "enable_party_matching"):
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self.auto_set_party()
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_saving_flag = False
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@ -34,7 +29,8 @@ class BankTransaction(StatusUpdater):
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self.update_allocations()
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self._saving_flag = False
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self.update_automatch_bank_party_mapper()
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if frappe.db.get_single_value("Accounts Settings", "enable_party_matching"):
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self.update_automatch_bank_party_mapper()
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def on_cancel(self):
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self.clear_linked_payment_entries(for_cancel=True)
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@ -157,7 +153,6 @@ class BankTransaction(StatusUpdater):
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)
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def auto_set_party(self):
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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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