uph.party.controllers.transaction_health

uph.party.controllers.transaction_health#

Source File: party/controllers/transaction_health.py

get_transaction_health#

Endpoint: uph.party.controllers.transaction_health.get_transaction_health

Find Party Masters with open Transaction Policy issues. Returns paginated list aggregated by (party, reference_doctype), sorted by doctype. Severity is determined by per-doctype warn_not_submitted_document setting.

Parameters: limit, offset, party_master, reference_doctype

get_party_health_detail#

Endpoint: uph.party.controllers.transaction_health.get_party_health_detail

Drill-down: list individual policy issues for a given Party Master.

Parameters: party_master, reference_doctype

resolve_health_issue#

Endpoint: uph.party.controllers.transaction_health.resolve_health_issue

Resolve a specific transaction health issue (e.g. submit draft, cancel). Action can be ‘submit’, ‘cancel’, or ‘dismiss’.

Parameters: issue_name, action