uph.party.controllers.unlinked_resolver
uph.party.controllers.unlinked_resolver#
Source File: party/controllers/unlinked_resolver.py
get_unlinked_parties#
Endpoint: uph.party.controllers.unlinked_resolver.get_unlinked_parties
Find ERPNext role records where party_master is NULL or empty.
Returns paginated results grouped by role DocType with total count. Uses Redis cache for the total count (5-min TTL).
Parameters:
limit, offset, role_doctype
get_unlinked_transactions#
Endpoint: uph.party.controllers.unlinked_resolver.get_unlinked_transactions
Find ERPNext transactions where party_master is NULL or empty. Vouchers like Sales Invoice, Payment Entry, etc. For child doctypes (e.g. Journal Entry Account), resolves the parent document name so the UI links to the parent (e.g. Journal Entry).
Parameters:
limit, offset, transaction_doctype
get_unlinked_suggestions#
Endpoint: uph.party.controllers.unlinked_resolver.get_unlinked_suggestions
Suggest Party Masters that might match an unlinked role record. Uses normalized name similarity.
Parameters:
role_doctype, role_name, limit
link_to_party_master#
Endpoint: uph.party.controllers.unlinked_resolver.link_to_party_master
Link an unlinked role record to a Party Master. Validates the Party Master is appropriate for the role.
Parameters:
role_doctype, role_name, party_master
create_party_master_from_unlinked_role#
Endpoint: uph.party.controllers.unlinked_resolver.create_party_master_from_unlinked_role
Create a new Party Master from an unlinked role record. Automatically finds a parent group and links the record.
Parameters:
role_doctype, role_name
get_unlinked_issues#
Endpoint: uph.party.controllers.unlinked_resolver.get_unlinked_issues
Fetch unlinked issues from Party Issue (governance registry).
For child doctypes, resolves the parent document name from the
child row’s parent field so the UI can link to it correctly.
Parameters:
limit, offset, party_master
resolve_unlinked_voucher#
Endpoint: uph.party.controllers.unlinked_resolver.resolve_unlinked_voucher
Called from the Dashboard’s Unlinked Vouchers tab. Links the underlying role (e.g. Customer, Supplier) to a Party Master. This naturally cascades to the historical voucher and resolves the issue.
Parameters:
role_doctype, role_name, party_master