Module Breakdown#

uph/__init__#

• Defines UPH-level Redis cache key map and helpers:
  • get_cached, update_cached, delete_cached
  • party-type list and party-to-party-master mapping caches.

uph/party/boot#

• Extends boot payload (add_pm_doctypes) with:
  • configured party-master-enabled doctypes.
  • depends-on fields metadata cache.

uph/party/controllers/party#

• Core transactional enforcement:
  • validate_party_master_on_document_types
  • validate_party_master_on_target_party_type
• Synchronization and updates on existing records:
  • on_change_party_master_update_transactional_document_types
  • update_exists_docs_on_new_document_type_insert
• Utilities:
  • role validation, duplicate voucher checks, default-party toggling.

uph/party/controllers/queries#

• Query APIs and report helpers:
  • link-field query (party_master_link_query, get_party_master)
  • unlinked/linked party fetch (get_unlinked_party, get_linked_parties_list)
  • hierarchy flattening (get_leaf_party_master_list_from_any_node)
  • mapping dictionaries and cache-backed lookups.

uph/party/controllers/mdm#

• Data quality subsystem:
  • text normalization (normalize_text)
  • quality validation entrypoint (validate_document_quality)
  • duplicate detection (find_potential_duplicates)
  • policy execution (handle_rule_action)

uph/party/doctype/party_master#

• NestedSet identity model implementation:
  • autoname/numbering.
  • role validation and primary-role safety.
  • create contact/address helpers.
  • party assignment/reassignment utilities.
  • link to target party document creation (create_party_from_party_master, map_party_to_target).

Reports#

• party_account_statement
• party_account_balances
• chronological_party_ledger
• party_master_health_report

Each exposes execute(filters) and supporting chart/column/data builders.