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Merge UPH v3 to Develop#20

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Sendipad merged 16 commits intodevelopfrom
v3
Feb 19, 2026
Merged

Merge UPH v3 to Develop#20
Sendipad merged 16 commits intodevelopfrom
v3

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@Sendipad Sendipad commented Feb 19, 2026

Merge UPH v3 to Develop

This Pull Request merges the v3 branch into develop, introducing major enhancements, fixes, and New features for the Unified Party Hub (UPH) app.

Key Updates & New Features

1. Setup Wizard & Onboarding

  • [NEW] Comprehensive Setup Wizard for initial configuration.
  • [NEW] Pre-defined templates for tree structures and settings.
  • [NEW] Automatic redirection to setup if configuration is missing.

2. Data Quality Dashboard Enhancements

  • Refactoring: Optimized backend logic for duplication detection and health checks.
  • Performance: Resolved N+1 query issues and improved dashboard loading times.
  • UI/UX: Refined dashboard layout and interactive elements.
  • party_master_tree:fix filter party, allow scroll to target PM.
  • Testing: Added comprehensive unit tests for Party Master Settings and dashboard metrics.

3. Unlinked Party Resolver & Issue System

  • [NEW] Engine to identify and resolve unlinked roles (Customers/Suppliers/Employees).
  • [NEW] Party Issue DocType for tracking and auditing resolution actions.
  • [NEW] Automation for creating Party Masters from unlinked records.

4. Transaction Health Monitor

  • [NEW] Background job framework to scan transactional integrity.
  • Improved: Logic for parent document resolution and data alignment.

5. Internationalization (i18n)

  • Arabic Translation: Complete Arabic locale support with updated .po and .pot files.
  • Contextual Translation: Wrapped all user-facing strings in __() for both Python and JS.

6. CI/CD & Infrastructure

  • Workflows: Updated GitHub Actions to use Node 24 and Python 3.12/3.14.
  • Stability: Fixed UI test flaky behaviors and improved CI reliability.

Fixes

  • Fixed missing address templates in CI environments.
  • Corrected single doctype update issues.
  • Refined fuzzy matching logic using rapidfuzz.
  • Improved naming synchronization and tree-based views.

Sendipad added 16 commits February 13, 2026 21:35
- Add v3 blueprint documentation
- Implement duplicate scanner, transaction health, and unlinked resolver controllers
- Improve data quality dashboard functionality
- Update duplicate exclusion and party master settings
- Refactor normalization and party merge service
- Remove deprecated setup.py
- Add tests for data quality dashboard
- Added Setup Wizard page and backend logic
- Added Tree Templates (Standard, Simple, Detailed)
- Implemented Auto-Redirect logic in boot.py and uph.bundle.js
- Added Potential Duplicate doctype and background jobs
- Added Unlinked Parties and Party Health reports
- Updated install.py for seeding logic
…, and N+1 query optimization. Added comprehensive unit tests for Party Master Settings fields.
- Added Unlinked Party Resolver engine
- Introduced Party Issue DocType and migration patches
- Optimized Data Quality Dashboard
- Added translation support for Setup Wizard
- Integrated health checks with Party Issue system
@Sendipad Sendipad merged commit 2e374bd into develop Feb 19, 2026
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@Sendipad Sendipad deleted the v3 branch February 19, 2026 01:16
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