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CHANGELOG

v15.0.2 (2024-06-29)

Fix

  • fix: clean up and upgrade dependencies in v14 (#259) (ae18154)

v15.0.1 (2024-06-29)

Ci

  • ci: track overrides por Payment Entry (#248) (fc3d902)

Fix

  • fix: File preview (#256)

  • fix: File preview

  • feat: refactor to jQuery

Co-authored-by: Tyler Matteson <[email protected]> (061be4e)

Unknown

  • Secondary Print Format (#209)

  • fix: customization on split payment entry

  • changes to remove pre-commit error

  • changes to remove pre-commit error

  • new print format Secondery sample

  • rename print format

  • on header check number added

  • cheque number added

  • set print format

  • payment currency added

  • print format changes

  • comma saperated on bothe tablec

  • commit to solve linter test

  • secondary print format with same attechment

  • change field name in print format

  • split pdf in two attechment

  • comment to run lint

  • fix: customization on split payment entry

  • fix:resolve conflict

  • fix: resolve conflict

  • Check PDF name changes

Co-authored-by: viralpatel15 <[email protected]> (9eda182)

  • Fix payment schedule outstanding (#251)

  • fix: fix payment schedule outstanding

  • test: assert parent doc amount matches

  • tests: fix matching error message

  • feat: on_cancel hook and tests

  • feat: minor changes, add precision (#253)

Co-authored-by: Francisco Roldán <[email protected]> (46a084a)

  • Allow and Disallow setting to create stand-alone debit note (#232)

  • Seetng added for stand-alon credit note

  • remove field from check run settings

  • custom field Allow stand-alone debit notes?

  • correct the spelling mistake

  • move setting from company level to check run settings level

  • reformat by pre-commit

  • chore: prettier

  • chore: remove old linters

  • chore: fix checkout GHA depth from forks

  • ci: fix python version

  • test: add test for excluding purchase invoice return

Co-authored-by: Tyler Matteson <[email protected]> (f76ad3a)

  • Add documentation and tests for returns (#222)

  • docs: add screen shot and explanation around returns

  • test: add return test

  • ci: replace cypress with pytest tests

  • ci: add pytest dependency (48bd0c2)

  • Staging (#220)

  • fix: add supplier bank field (#219)

was removed previously in error

  • remove irrelevant code (#217)

Co-authored-by: ViralKansodiya-Fosserp <[email protected]> (cf8e1fe)

v15.0.0 (2024-03-05)

Ci

  • ci: add frappe black to CI (#214)

  • ci: add frappe black to CI

  • chore: black, flake8 (771e57c)

Unknown

  • Add Progress Bar for "Process Check Run" and "Rendering Checks" (#212)

  • feat: progress bar in check run processing

  • feat: improvement and progress in print (d98f198)

v14.11.5 (2024-02-06)

Fix

  • fix: disallow mop selection on submitted doc, fix indicator (#207) (0429e48)

  • fix: onchanges of mode_of_payment make enable to save form (#206)

Co-authored-by: viralpatel15 <[email protected]> (0b4bff0)

Unknown

  • Override a function to improve error msg (#205)

  • Allocated ammount validation override for msg improvement

  • comment add

  • add a comment on function

  • Refactor: Rename 'uniq_vouchers' to 'unique_vouchers' in payment_entry.py

Co-authored-by: viralpatel15 <[email protected]> (80fa4cf)

  • Remove paid document on Process check run (#202)

  • class name has been change

  • fix: remove paid invoice and changes related to manually paid case

  • changes to remove class name changes (43cc33e)

  • class name has been changed (#201) (8d46b53)

v14.11.4 (2024-01-22)

Fix

  • fix: always include payment term for purchase invoice (#197)

  • ci: update app name in path string check

  • fix: add PI payment term in Pmt Entry outside a Check Run

  • tests: add manual payment entry to test payment term

  • docs: update for Payment Entry payment term customizations (1156621)

v14.11.3 (2024-01-18)

Fix

  • fix: add docstatus check first before fetching supplier MOP (#195) (9691364)

v14.11.2 (2024-01-18)

Fix

  • fix: remove validation (#194) (efda8ae)

v14.11.1 (2024-01-18)

Fix

  • fix: payment terms validation (#192) (036177d)

Unknown

  • Optionally validate if check number has been used already (#189)

  • feat: add "validate unique check number" setting

  • feat: Optionally validate if check number has been used already

  • feat: Optionally validate if check number has been used already

  • fix: tabulation (e374b97)

  • File preview in check run (#182)

  • feat: file preview

  • feat: improvement

  • feat: file preview treshold

  • fix: refactor filters to work with prettier, also fix rendering bug

Co-authored-by: Tyler Matteson <[email protected]> (1e8cd26)

  • Validate customizations (#166)

  • fix: validate customizations

  • Per supplier invoices per voucher (#165)

  • feat: allow per-supplier override for number of invoices per voucher

  • docs: add docs for per supplier invoices per voucher

  • Quick Check (#172)

  • feat: quick check poc

  • fix: add additional filters in check run settings and also in check run quick entry

  • docs: quick check and payment entry customization docs

  • fix: validate customizations

  • chore: prettier (6fd59cb)

  • Add workflow for voided check (#187)

  • feat: voided check

  • style: prettify code

  • fix: rename workflow

  • chore: remove list JS, use workflow instead

  • chore: tab spacing

Co-authored-by: fproldan <[email protected]> Co-authored-by: Tyler Matteson <[email protected]> (a84c566)

v14.11.0 (2024-01-08)

Feature

  • feat: Filter check run settings print format to only show enabled and Payment Entry formats (#186) (fc0f7d7)

Unknown

  • patch: update outsanting in old payment schedule entries (#183) (a9e3e8b)

v14.10.0 (2023-12-14)

Feature

  • feat: ignore PI where debit not has been issued (#181) (e085e96)

v14.9.0 (2023-12-12)

Documentation

  • docs: update settings section (b9b15f8)

Feature

  • feat: add fallbacks for mode of payment per source document type (12f9160)

Fix

  • fix: empty string values to NULL in queries (75ab1c9)

Unknown

  • Merge pull request #180 from agritheory/default_mode_of_payment_settings

feat: add fallbacks for mode of payment per source document type (c609603)

v14.8.4 (2023-12-11)

Fix

  • fix: only fetch check number on "pay" payment types (#179) (1b6dd48)

v14.8.3 (2023-12-11)

Fix

  • fix: mode of payment summary (#176)

  • fix: mode of payment summary

  • wip: refactor reactivity for performance

  • feat: improved reactivity

  • style: prettify code

  • fix: move built files to dist folder / ignored by git

Co-authored-by: Tyler Matteson <[email protected]> Co-authored-by: agritheory <[email protected]> (40fd4ee)

Unknown

  • Draft: Paid Invoices appearing in the Check Run (#171)

  • wip: add correct setup data to remove payment terms bug

  • fix: paid invoices showing in check run

  • fix: add payment schedule validation in payment entry

  • docs: add purchase invoice payment term considerations

Co-authored-by: Heather Kusmierz <[email protected]> (bbb66d6)

  • Quick Check (#172)

  • feat: quick check poc

  • fix: add additional filters in check run settings and also in check run quick entry

  • docs: quick check and payment entry customization docs (37a39a1)

  • Per supplier invoices per voucher (#165)

  • feat: allow per-supplier override for number of invoices per voucher

  • docs: add docs for per supplier invoices per voucher (567762c)

v14.8.2 (2023-09-22)

Fix

  • fix: required_apps (#162)

  • fix: required_apps

  • fix: required_apps (31b5297)

v14.8.1 (2023-09-14)

Ci

  • ci: update release action user and email (#155) (a3cfc97)

Fix

  • fix: customizations leaks, module specificity (#161) (ce6b9fc)

Unknown

  • Port preview to V14 (#153)

  • File Preview (#140)

  • wip: file preview

  • feat: preview in check run, allow to preview in non submittable documents

  • feat: WIP payables attachment report

  • feat: wip preview of attachments

  • style: prettify code

  • feat: close with space

  • fix: do not open sidebar in check run

  • wip: multiple attachments in check run

  • fix: merge

  • style: prettify code

  • fix: df-preview-wrapper-fw

  • feat: improve code

  • feat: improve code

  • feat: columns

Co-authored-by: Tyler Matteson <[email protected]> Co-authored-by: fproldan <[email protected]>

  • feat: use query builder in payables attachments report'

  • fix: build

  • fix: add remove btn

  • style: prettify code

Co-authored-by: Tyler Matteson <[email protected]> Co-authored-by: fproldan <[email protected]> (78d2666)

v14.8.0 (2023-09-08)

Feature

  • feat: add read_only decorator (c7bb83c)

Unknown

  • Merge pull request #150 from agritheory/read_only

feat: add read_only decorator (73d459d)

  • Merge branch 'version-14' into read_only (aaca764)

  • Setup mypy (#149)

  • chore: add typing

  • ci: add mypy to pre-commit and CI

Co-authored-by: Heather Kusmierz <[email protected]> (5831fb8)

v14.7.0 (2023-09-07)

Ci

  • ci: migrate to python semantic release (#133)

  • ci: migrate to python semantic release

  • ci: add version variable file

  • ci: update remote name (d37bca6)

Feature

  • feat: disallow cancellation of source documents selected for payment in draft CRs (#126) (#143) (bddc888)

Fix

  • fix: skip check on draft check runs with no transactions (v14) (#148)

Resolution for TypeError: the JSON object must be str, bytes or bytearray, not NoneType when draft check run has no transactions. (dadd084)

  • fix: move bank validation out of override class into hook (#142) (f07ad5a)

  • fix: only increment if check numer is numeric (#139) (079aa52)

Unknown

  • Show the quantity and amount of each Mode of Payment (#141)

  • feat: mode of payment summary component

  • feat: add number_of_invoices_per_voucher to check

  • feat: currency format

  • chore: fix setup, run formatters against repo

  • fix: html formatting

  • feat: reactive

  • feat: only update when draft

  • feat: improvement

  • feat: sort mop

  • fix: slight refactor, 'account' => 'Account'

Co-authored-by: Tyler Matteson <[email protected]> (a0471a3)

  • Use payment schedule as basis for due date and amount in purchase invoice query (#144)

  • feat: use payment schedule as basis for due date and amount in purchase invoices

  • docs: update setup script path

  • fix: typo, add missing query column

Co-authored-by: Heather Kusmierz <[email protected]> (4ccba65)

  • Query Builder fixes (#145)

  • fix: refactor frappe.db.sql to query builder for outstanding

  • fix: refactor postive pay to query builder

  • chore: remove print statement

  • fix: update comparison operator

Co-authored-by: Heather Kusmierz <[email protected]> (e00e476)

  • Update originating dfi id (#135)

According to the NACHA Dev Guide, Originating DFI Identification is supposed to be "The routing number of the DFI originating the entries within the batch."

Co-authored-by: Trusted Computer <[email protected]> (f16bb24)

v14.6.0 (2023-07-28)

Chore

  • chore: fix account names (#99) (7946bdf)

Ci

  • ci: fix release correctly on V14 also (3ff2d65)

  • ci: remove registry from package.json (607db96)

  • ci: fix release CI (9c954d5)

  • ci: update installation and workflows (23c4f83)

Documentation

  • docs: add translations page (6e9c977)

Feature

  • feat: add validate when processing, enable on_update_after_submit hook (#115) (d58a106)

  • feat: check payment entries for cancelled or paid invoices before submitting (#108) (adbca4d)

  • feat: custom immediate origin value in settings (#76)

  • feat: custom immediate origin value in settings

  • style: prettify code

Co-authored-by: agritheory <[email protected]> (813be9e)

  • feat: port timeout fix to v14 (#62)

  • feat: port timeout fix to v14

  • fix: indent

  • chore: prettier formatting

  • style: prettify code

Co-authored-by: agritheory <[email protected]> (6f50230)

  • feat: fix lookup for non-existient bank account info, improve UX (4ef8a91)

  • feat: add logic for handling on-hold invoices, setting for automatic release and docs (da93c1d)

  • feat: update translations to capture button text (ccc4b67)

  • feat: add Canadian DFI Routing Number validation for bank (b4d9df9)

  • feat: add Canadian/GB English translations (1e86c00)

  • feat: split checks by address (b32f0c9)

  • feat: validate docstatus of selected invoices still saved/submitted (#44)

  • feat: validate docstatus of selected invoices still saved/submitted

  • refactor: moved validation code for cancelled transactions to function (78b3e25)

Fix

  • fix: show purchase returns in check run (#131) (b1cd85b)

  • fix: broken translation string in csv (#122) (9c2ded2)

  • fix: remove check_digit argument in ACH generation (#66) (8476235)

  • fix: add on hold fixes to query builder (a1e3114)

  • fix: remove undeclared variable reference (6a36c84)

  • fix: MOP ignore keypress if input is focused (e073c09)

Test

  • test: fix net 14 days (3acea48)

  • test: add payment terms to test data (8b4073e)

  • test: add on hold invoice to test data (6867d42)

Unknown

  • trans: add error message to translations (#129) (1d9f840)

  • V14 pre process validation (#113)

  • feat: check payment entries for cancelled or paid invoices before submitting

  • fix: add expense calim to pre-process validation (232beb7)

  • V14 ports (#98)

  • chore: port payement entry check number fetch/save to V14

  • chore: port ach_post procesing hook and company disc data

  • chore: port docstatus fix for ach-only crs

  • chore: port Update effective entry date

  • chore: port large process check run fixes

  • chore: debug V14 large process check run fixes

  • The hook jenv is deprecated New variable is jinja

  • chore: port ach_post procesing hook and company disc data

  • fix: fix savepoint wierdness

  • fix: company discretionary data fix

Co-authored-by: Mohammad Ali <[email protected]> (b7adf96)

  • Merge pull request #90 from alibaig4u/version-14

The hook jenv is deprecated New variable is jinja (5afcfd1)

  • The hook jenv is deprecated New variable is jinja (6ef71b7)

  • Merge pull request #87 from agritheory/v14_ci

V14 ci (bf296ec)

  • Merge pull request #85 from agritheory/v14_fix_release

ci: fix release CI (997c42c)

  • [v14] handle errors in background queue (#72)

  • feat: handle errors in background queue

  • style: prettify code

  • feat: use process_checks instead of submit triggers to manage submission and errors

  • style: prettify code

Co-authored-by: agritheory <[email protected]> (1b9b592)

  • V14 party lookup (#68)

  • fix: remove check_digit argument in ACH generation

  • feat: look up party on PE submission to avoid renaming problems (7f940f3)

  • V14 timeout fix (#64)

  • feat: port timeout fix to v14

  • fix: indent

  • chore: prettier formatting

  • feat: timeout fixes + prettier for v14

  • style: prettify code

Co-authored-by: agritheory <[email protected]> (825bf70)

  • Bank account lookup fix (#61)

  • feat: fix lookup for non-existient bank account info, improve UX

  • fix: don't raise exception on bank account lookup (c4357a8)

v14.0.0 (2022-12-30)

Chore

  • chore: conform capitalization (b66019f)

  • chore: use awesomplete z-index number / 1 (1b19e30)

Documentation

  • docs: update for v14 Payment Ledger and install requirements (af2ebf3)

  • docs: use tip component in docs (94551f7)

  • docs: add docs for example format; disable format (6fcf639)

  • docs: change 'todo' to 'coming soon' (be8af10)

  • docs: update screen shot (42b3e16)

  • docs: update screen shots and information (6aabb43)

  • docs: edit permissions information (472abfc)

  • docs: edit config information (eabf6d0)

  • docs: add settings docs and screen shots (c56f917)

  • docs: add print confirmation screen shot (0b9ee06)

  • docs: add Positive Pay screen shot (eaa596d)

  • docs: add ACH generation infoand screen shot (2501cee)

  • docs: spacing edits (ce4ec3a)

  • docs: minor formatting (d1bf1f5)

  • docs: add and re-order config section (c0ac8e5)

  • docs: add docs link (a264a21)

  • docs: update configuration with images (a2ca105)

  • docs: flatten directory structure (900fd2f)

  • docs: update config with mop type (8e26dc9)

  • docs: add docs for example data and print format (9f6761b)

  • docs: restructure index and update links (b423605)

  • docs: update image (55e0be1)

  • docs: add supplier config image and update text (06989a6)

  • docs: move installation instructions to doc page, link to that in README (427f4ae)

  • docs: add employee configuration image (fc4db1c)

  • docs: add placeholder docs, start configuration (f3b6210)

  • docs: add positive pay, links to index (ade8adb)

  • docs: add directory structure, index, and photo assets (cf4e5d9)

  • docs: update developer installation instructions (6f16336)

  • docs: add install instructions to readme (e055a03)

Feature

  • feat: convert raw sql statements to use query builder (a457067)

  • feat: add example print format (0d316c1)

  • feat: port to version-14 (cb8f9a5)

  • feat: add more permissions topics (3f61a25)

  • feat: expand permissions (e02c6cd)

  • feat: check run settings

  • include invoices, journal entries and expense claims discreetly
  • pre-check overdue items
  • number of invoices per voucher
  • ACH file extension and company description
  • ACH service class code and standard class code
  • allow/ disallow cancellation w/ unlinking
  • cascade cancellation to cancel payment entries (26c560d)

  • feat: ach integration (b3864c7)

  • feat: add mop alert (ba6029a)

  • feat: use variables to respect dark mode (b0bb4ae)

  • feat: key nav (ae5bb24)

  • feat: update SQL to use filter.bank_account in query (fa3580b)

  • feat: add positive pay report (128b5d6)

  • feat: add files for employee and suppleir bank account obfuscation (f7ada06)

  • feat: allow normal cusomtization workflow with multiple installed apps (1001b75)

  • feat: Initialize App (cf39bb7)

Fix

  • fix: company name in correct header field of NACHA file (1e50281)

  • fix: remove check PDF on confirm print (c2d0db9)

  • fix: don't trigger settings change for check run creation (a672f46)

  • fix: conform demo mode of payment types to docs recommendations (44cb68c)

  • fix: change employee party field so payment entry can properly link to it (5f96753)

  • fix: set fields in test script expense claim generation (3152aac)

  • fix: update installation guide link (bbc0a0e)

  • fix: field name and type issues when creating NACHA file (7ded221)

  • fix: reorder Supplier json to show bank account field in form (#12) (5d05e38)

  • fix: add bank account to payment entry form (3316d61)

  • fix: line height and checkbox alignment (232fff6)

  • fix: checkrun rerender on document change (eabf8a5)

  • fix: include built JS (12492b8)

Unknown

  • wip: add print format to crs, don't override payable account if provided (6dca9fa)

  • wip: add some asides and warnings, permissions section (d5a13a3)

  • feat/wip: check run settings

  • include invoices, journal entries and expense claims discreetly
  • pre-check overdue items
  • number of invoices per voucher
  • ACH file extension and company description
  • ACH service class code and standard class code

Not implemented yet:

  • allow/ disallow cancellation w/ unlinking
  • cascade cancellation to cancel payment entries (73ae78f)
  • feat/wip: check run settings
  • include invoices, journal entries and expense claims discreetly
  • pre-check overdue items
  • number of invoices per voucher
  • ACH file extension and company description

Not implemented yet:

  • allow/ disallow cancellation w/ unlinking
  • cascade cancellation t ocancel payment entries
  • ACH service class code and standard class code (2e03e13)

  • CI (#8)

  • wip: json and py validate, semantic, and frappe json diff

  • test: stub UI test yaml - copied from Frappe

  • test: add helper shell files, remove job contitionals

  • test: remove producer/consumer test dbs from install script

  • test: correct install file / install dependency file

  • test: echo helper folder to debug path error

  • test: move helper folder out of workflows

  • test: remove echo

  • test: install erpnext

  • test: create site in sintall script

  • test: skip assets on erpnext install

  • test: remove frappe-path argument from bench init

  • wip: update JSON ci

  • test: remove python setup, already in ubuntu

  • test: frappe-bench needs 3.10

  • test: python3.9

  • test: no mariadb password

  • test: blank password

  • test: mysql password 123

  • test: using frappe/erpnext workflow

  • test: allow empty password = yes

  • test: file wasnt saved

  • test: mariadb version 10.5 => 10.3

  • test: various

  • test: reinsert pip install

  • test: fix typo

  • test: remove space (typo)

  • test: fix syntax

  • test: remove site setup

  • test: restore site without building frappe

  • test: remove db setup, only ui test

  • test: remove strawberry output for site setup

  • test: use check run test

  • test: cypress test data path

  • test: install apps on site

  • test: cypress path

  • test: bench restart after install, set developer mode

  • test: CI=Yes bench command

  • test: install apps

  • test: add site adn skip assets

  • test: ci=yes install-app

  • test: wildcard frappe user, remove ci bench install-app

  • test: update localhost wildcard both commands

  • text: bench execute command

  • test: revert mariadb wildcard and install-app

  • test: remove bench restart

  • test: remove CI=yes execute

  • wip: cypress testing fixup

  • wip: ach workflows

  • wip: ach generation

  • wip: check run ui tests V1

  • test: fix cypress command path

  • test: cypress command

  • test: cypress response timeout

  • test: remove headless

  • test: cypress action

  • test: rerun

  • test: "8000" + "/"

  • test: use cypress config

  • test: add bench restart

  • test: update baseUrl to match site_config.json

  • test: no recordings

  • test: video, screenshots off

  • wip: remove unused env vars, set script clone depth, remove commented yarn run, fix spec.js typo

Co-authored-by: Robert Duncan <[email protected]> (350bb6e)

  • Merge pull request #10 from agritheory/fixbankacct

fix: add bank account to payment entry form (da6c487)

  • Merge pull request #9 from agritheory/ach_workflows

ACH workflows (a739cb0)

  • wip: ach generation (fde92d7)

  • wip: ach workflows (00081ee)

  • Merge pull request #7 from agritheory/table-fixes

fixes: consistent row height, payment entry link (4911093)

  • fixes: consistent row height, payment entry link (3c1eaf3)

  • Merge pull request #6 from agritheory/test_setup

Test setup (62363ce)

  • wip: testing and setup (219ea34)

  • wip: quick entry improvements, general refactoring (eaf4cfe)

  • Merge pull request #4 from agritheory/key-nav

changes: spacebar checks/unchecks pay, keys a-z open MOP / starts search (121932a)

  • Merge branch 'test_and_cleanup' into key-nav (a478f7f)

  • Merge branch 'key-nav' of github.com:agritheory/check_run into key-nav (33bc96b)

  • changes: spacebar checks/unchecks pay, keys a-z open MOP / starts search (0873c5d)

  • Merge branch 'version-13' of github.com:agritheory/check_run into test_and_cleanup (6fba403)

  • Merge pull request #3 from agritheory/key-nav

Key nav (0823fc5)

  • refactor ADropdown isOpen binding (46598c1)

  • update checkrun total field (65e10b8)

  • wip: test stubbed and some reactivity improvements (d5364dc)

  • Merge pull request #2 from agritheory/version-13-hotfix

Check run render fixes (8d740bd)

  • cleanup: removed default span in check_run_table, removed is_dirty function (bc05bde)

  • Merge pull request #1 from agritheory/positivepay

feat: add positive pay report (df8692b)

  • fixes: check run table save and render on save (0e1c27a)

  • wip: table not rendering on save (08d48c7)

  • wip: test fixtures and stubbed setup (1f8e415)

  • wip: refactor for changing accounts, add JE (ef42f68)

  • cust: add customization files (679d3df)