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git.clicks.codes / Clicks / Forks / ERPNext / 5b7d23de15011b54dd68d15951173f6c6081766c
commit5b7d23de15011b54dd68d15951173f6c6081766c[log] [tgz]
authorRichard Case <110036763+casesolved-co-uk@users.noreply.github.com>Sun Feb 19 06:20:17 2023 +0000
committerGitHub <noreply@github.com>Sun Feb 19 11:50:17 2023 +0530
treef4d37e2d6f0efffa678aa9fd4624192919efac51
parent5e48e61c66558d43aa9a45eba8cfe90182c360f1 [diff]
feat: bank reconciliation and plaid changes (#33986)

fix: plaid link refresh: update account ids
fix: plaid transactions for credit cards & add accounts on link refresh if they don't exist
fix: bank reconciliation amount matching
fix: bank reconciliation dialog usability
feat: rewrite bank transaction reconciliation to allow multiple transactions to reconcile against vouchers before clearance
fix: matching transaction amounts and race condition bug
fix: ensure there is a reference number in plaid transactions and other tweaks
feat: add references to Payroll Entry Bank Journal Entry
feat: only clear Voucher once all Bank GLEs are allocated to Bank Transactions
fix: strange type error
feat: add payment method field to bank and plaid transactions and prepopulate relevant bank reconciliation new voucher fields
feat: bank reconciliation - allow bank transactions to reconcile against themselves for when there are banking amendments
fix: bank transaction self-reconcile bug and tidy
fix: bank reconciliation datatable index update
12 files changed
tree: f4d37e2d6f0efffa678aa9fd4624192919efac51
  1. .github/
  2. erpnext/
  3. .editorconfig
  4. .eslintrc
  5. .flake8
  6. .git-blame-ignore-revs
  7. .gitignore
  8. .mergify.yml
  9. .pre-commit-config.yaml
  10. .releaserc
  11. attributions.md
  12. CODE_OF_CONDUCT.md
  13. codecov.yml
  14. CODEOWNERS
  15. commitlint.config.js
  16. license.txt
  17. package.json
  18. pyproject.toml
  19. README.md
  20. SECURITY.md
  21. setup.py
  22. sider.yml
  23. sponsors.md
  24. TRADEMARK_POLICY.md
  25. yarn.lock
README.md

CI UI Open Source Helpers codecov docker pulls

https://erpnext.com

ERPNext as a monolith includes the following areas for managing businesses:

  1. Accounting
  2. Warehouse Management
  3. CRM
  4. Sales
  5. Purchase
  6. HRMS
  7. Project Management
  8. Support
  9. Asset Management
  10. Quality Management
  11. Manufacturing
  12. Website Management
  13. Customize ERPNext
  14. And More

ERPNext is built on the Frappe Framework, a full-stack web app framework built with Python & JavaScript.

Installation

Login for the PWD site: (username: Administrator, password: admin)

Containerized Installation

Use docker to deploy ERPNext in production or for development of Frappe apps. See https://github.com/frappe/frappe_docker for more details.

Manual Install

The Easy Way: our install script for bench will install all dependencies (e.g. MariaDB). See https://github.com/frappe/bench for more details.

New passwords will be created for the ERPNext "Administrator" user, the MariaDB root user, and the frappe user (the script displays the passwords and saves them to ~/frappe_passwords.txt).

Learning and community

  1. Frappe School - Learn Frappe Framework and ERPNext from the various courses by the maintainers or from the community.
  2. Official documentation - Extensive documentation for ERPNext.
  3. Discussion Forum - Engage with community of ERPNext users and service providers.
  4. Telegram Group - Get instant help from huge community of users.

Contributing

  1. Issue Guidelines
  2. Report Security Vulnerabilities
  3. Pull Request Requirements
  4. Translations

License

GNU/General Public License (see license.txt)

The ERPNext code is licensed as GNU General Public License (v3) and the Documentation is licensed as Creative Commons (CC-BY-SA-3.0) and the copyright is owned by Frappe Technologies Pvt Ltd (Frappe) and Contributors.

By contributing to ERPNext, you agree that your contributions will be licensed under its GNU General Public License (v3).

Logo and Trademark Policy

Please read our Logo and Trademark Policy.