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v0.8.2.3

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@elarroba elarroba released this 11 Oct 16:24
· 24 commits to master since this release
16a95a5
v0.8.2.3 (#293)

* **Refactored `StagedTransactionModel` logic and template conditions:**
- Simplified queryset filters and refactored helpers like `can_unbundle` and `ready_to_import` for better readability.
- Replaced `children_count` check with `children_mapping_done` to streamline logic.
- Updated template conditional to check for `receipt_uuid` instead of `has_receipt`.
- Added commented-out logic for potential future conditions in `data_import_job_txs_table.html`.

### **Summary**
Refactored transaction evaluation logic and templates for clarity and maintainability. Improved existing checks and prepared room for future enhancements in transaction handling.

* v0.8.2.3
- **Enhanced import handling and UI for transactions:**
  - Introduced clearer logic for bundled vs. unbundled transactions in `StagedTransactionModel`.
  - Added new fields (`imported_count`, `children_import_pending_count`) for tracking transaction states.
  - Improved `is_imported` and `is_pending` query handling for parent and child transactions.
  - Enabled staged transaction deletion with `can_delete` and pre-deletion validation to reject invalid deletes.
  - Updated forms to streamline `tx_import` and `bundle_split` behavior for child transactions.

- **Refined receipt migration and undo-import logic:**
  - Modified `migrate_receipt` to handle split amounts during migration.
  - Enhanced undo-import to account for child transactions and ensure proper cascade delete behavior.

- **Improved templating and user experience:**
  - Added currency formatting for transaction amounts in receipt details.
  - Refined dropdown actions in imported transactions list to dynamically respect transaction types.
  - Reorganized transaction states and validations in templates for consistency.

- **Refactored import state tracking for clarity:**
  - Expanded staged transaction attributes for better state evaluation (`is_children`, `is_parent`, `is_bundled`).
  - Introduced additional parent-child relationship checks for transaction clarity.

### **Summary**
Refactored `StagedTransactionModel`, forms, and templates for improved import logic and UI experience. Introduced split amount handling and

* - **Simplified journal entry update logic in import process:**
  - Adjusted the order of `unlock` and `unpost` calls to reflect appropriate transactional sequence before deletion.

- **Refined transaction actions in template:**
  - Updated dropdown structure to consistently display transaction actions regardless of `is_parent` or `is_bundled` status.
  - Improved conditional logic to dynamically manage available actions like "View JE," "View Receipt," and "Undo Import."
  - Enhanced template organization for better readability and maintainability.

### **Summary**
Streamlined journal entry handling logic and improved dropdown action display in transaction templates for better consistency and user experience.

### **Backwards Compatibility**
These changes are fully backwards compatible. No significant behavioral or structural changes to existing workflows.