v3.3.7

What's Changed

• Add Party Master defaults for cost center, project, PAA by @Sendipad in #83
• Reorganize party master layout by @Sendipad in #84
• fix: update party master and dashboard logic by @Sendipad in #85
• chore: replicate linter workflow and fix linting issues from flexirule by @Sendipad in #87
• fix: party selection dialog and context-aware filtering by @Sendipad in #88

Full Changelog: v3.3.6...v3.3.7

v3.3.6

What's Changed

• tests: make local runs resilient to dirty data by @Sendipad in #65
• docs: label clone badge as 14-day total by @Sendipad in #67
• Persist clone count to stats branch and update README badge by @Sendipad in #68
• Fix clone stats workflow writing wrong file path by @Sendipad in #69
• Improve clone-stats workflow: dynamic repo, branch handling, and robust fetch/parsing by @Sendipad in #70
• Fix clone-stats workflow auth and publish total + unique clone counts by @Sendipad in #71
• Track cumulative clones: preserve history and add total_count with updated badge by @Sendipad in #72
• Enhance clone-stats workflow to persist history and improve error handling by @Sendipad in #73
• Fix Party Master integrations and layout by @Sendipad in #77
• Consolidate Party Master UI logic and visibility by @Sendipad in #78
• Fix Party Issue workflow actions and severity sorting by @Sendipad in #81
• Add Party onboarding fixtures by @Sendipad in #82

Full Changelog: v3.3.5...v3.3.6

v3.3.5

What's Changed

• fix: resolve migration implicit commit and voucher linking sync bugs by @Sendipad in #56
• fix: resolve party numbering collisions and improve test resiliency by @Sendipad in #57
• fix: refine unlinked voucher logic by @Sendipad in #58
• fix: resolve QueryDeadlockError and improve voucher synchronization by @Sendipad in #60
• Safer install/migrate bootstrap: index fixes, multi-root handling, and validation improvements by @Sendipad in #61
• fix(uph): fix TypeError in validation hooks by @Sendipad in #62
• fix(uph): persistent party filtering and HTML fix in duplicate warning by @Sendipad in #63

Full Changelog: v3.3.0...v3.3.5

v3.3.0

What's Changed

• fix: resolve voucher party_master sync bug and bump version to 3.3.0 by @Sendipad in #55 .

This PR fixes a bug where transactional vouchers were not automatically updated when linking unlinked roles to a Party Master from the Data Quality Dashboard.

Changes:

• Replaced with in to ensure ORM hooks trigger.
• Added a safety net function to explicitly enqueue voucher sync background jobs.
• Implemented a migration patch to fix historical data.
• Added unit tests in .
• Bumped version to 3.3.0.

Full Changelog: v3.2.2...v3.3.0

v3.2.2

What's Changed

• fix(party): Transaction Health incorrect false positives on amended docs by @Sendipad in #49
• feat: Enhance Party Master UI and Dashboard by @Sendipad in #50
• fix: implement fuzzy search for party name and cleaned up debug code by @Sendipad in #51
• feat: enhance Party Account Balances report and fix Party Issue sorting by @Sendipad in #52
• Update README.md by @Sendipad in #53
• fix: update Arabic translations in ar.po by @Sendipad in #54

Full Changelog: v3.2.1...v3.2.2

v3.2.1

What's Changed

• Update pyproject.toml by @Sendipad in #45
• feat: update background jobs, auto-resolution logic and Arabic translations v3.2.1 by @Sendipad in #46
• feat: update background jobs, auto-resolution and standard print format v3.2.1 by @Sendipad in #47
• fix(report): include party_name in account statement headers by @Sendipad in #48

Full Changelog: v3.2.0...v3.2.1

v3.2.0

Migrated Party Issue field from 'party' to 'party_master' and deprecated 'party_secondary'. Updated all related backend controllers, frontend files, and tests. Bumped version to 3.2.0.

What's Changed

• feat: Party Issue field migration and version bump to 3.2.0 by @Sendipad in #44

Full Changelog: v3.1.6...v3.2.0

Full Changelog: v3.1.6...v3.2.0

v3.1.6

Release v3.1.6 Summary:
This release consolidates critical improvements and fixes for the UPH app:

• Party Master Group Sync Fix: Refined backend logic to restrict group synchronization to the primary party role, preventing errors when groups aren't cross-compatible.
  -Naming Rule Standardization: Standardized role-specific naming identifiers to use the first two letters of the party type, capitalized (e.g., Cu for Customer, Su for Supplier).
• Arabic Localization: Fully translated the ar.po file, covering the Setup Wizard, Dashboard, Governance rules, and more.
• Party Workspace Upgrade: Implemented a new BI-focused dashboard with real-time cards, charts, and refined shortcuts for better data visibility.
• Multi-Party Suffix Fix: Resolved the bug where naming suffixes were not being applied correctly to new party records.
• Settings Validation: Added a notification in Party Master Settings to guide users on the automatic naming pattern when naming sync is enabled.

What's Changed

• feat: enhance transaction health tracking and fix dashboard stats card by @Sendipad in #24
• Drop Duplicate Exclusion doctype and remove Party workspace references by @Sendipad in #25
• feat: Reorganize Party Master Settings and implement multi-party suffix naming rule by @Sendipad in #31

Full Changelog: v3.1.0...v3.1.6

v3.1.0 - Dashboard Improvements & Party Governance

Fixes & Improvements

• Unlinked Vouchers Registry: Rewrote the unlinked voucher logic to query transaction tables directly using UNION ALL.
• Global Dashboard Filters: Added party_master and DocType filters that apply across all dashboard tabs.
• Transaction Health Severity: Implemented per-DocType severity logic (High/Medium/Low) based on Party Master Settings DocType configuration.
• Actionable Resolver Dialogs:
  • Unlinked Vouchers: New dialog allows direct linking of historical transactions to Party Masters.
  • Transaction Health: Interactive Data Table with inline "Submit", "Cancel", and "Amend" actions.
• Production Data Patch: Added a background patch to resolve false-positive Transaction Policy issues.
• Layout Redesign: Moved filters below stats cards and removed explicit labels for a cleaner UI.

Party Naming & Governance

• Cross-Type Uniqueness: Enforce unique naming across all Party Types (e.g. cannot have a Customer and Supplier with the same name).
• 2-Letter Role Abbreviations: Updated naming sync to use 2-letter prefixes/suffixes (e.g. cu- for Customer).
• Settings UI Enhancements: Added documentation and infoboxes within the Party Master Settings for better user guidance.

CI/CD

• All Tests Passed Job: Added a consolidated CI job for reliable GitHub branch protection.
• Multi-Version Testing: Enforced v15, v16, and v17 test execution on all branches.

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V3.0.0

UPH v3 Release Notes

🚀 Key Updates & New Features

1️⃣ Setup Wizard & Onboarding

[NEW] Comprehensive Setup Wizard for guided initial configuration.

[NEW] Pre-defined templates for tree structures and core settings.

[NEW] Automatic redirection to setup when required configuration is missing.

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2️⃣ Data Quality Dashboard Enhancements

Refactoring: Optimized backend logic for duplication detection and health checks.

Performance: Resolved N+1 query issues and significantly improved dashboard loading time.

UI/UX: Refined dashboard layout and enhanced interactive elements.

party_master_tree: Fixed party filtering and enabled scroll-to-target Party Master.

Testing: Added comprehensive unit tests for Party Master Settings and dashboard metrics.

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3️⃣ Unlinked Party Resolver & Issue System

[NEW] Resolution Engine to detect and resolve unlinked roles (Customers / Suppliers / Employees).

[NEW] Party Issue DocType for tracking, auditing, and managing resolution actions.

[NEW] Automation for creating Party Masters directly from unlinked records.

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4️⃣ Transaction Health Monitor

[NEW] Background job framework for scanning transactional integrity.

Improved logic for parent document resolution and transactional data alignment.

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5️⃣ Internationalization (i18n)

Arabic Translation: Full Arabic locale support with updated .po and .pot files.

Contextual Translation: All user-facing strings wrapped with __() in both Python and JavaScript.

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6️⃣ CI/CD & Infrastructure

Workflows: Updated GitHub Actions to Node 24 and Python 3.12 / 3.14.

Stability: Fixed flaky UI tests and improved CI pipeline reliability.

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🛠 Fixes

Fixed missing address templates in CI environments.

Corrected single DocType update issues.

Refined fuzzy matching logic using rapidfuzz.

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🔄 What’s Changed

feat: party name as title and ordering fix (#13)

refactor: improved install.py structure and error handling (#14)

merge: UPH v3 merged into Develop (#20)

docs: added v3 → develop merge review and created tag v3.0.0 (#21)

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📦 Full Changelog

Compare changes: v2.9.0...V3