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feat(SEPA Payment Order): add recipient selection #354

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barredterra merged 9 commits intoversion-15-hotfixfrom
get-recipient-details
Mar 17, 2026
Merged

feat(SEPA Payment Order): add recipient selection #354
barredterra merged 9 commits intoversion-15-hotfixfrom
get-recipient-details

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@MarcCon
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@MarcCon MarcCon commented Mar 9, 2026

Adds a button to select a recipient from existing data when creating a SEPA Payment Order.

The button opens a dialog with three fields:

  • DocType: restricted to Supplier or Employee
  • Name: Link field based on the selected DocType
  • Purpose
  • Amount

The dialog is also opened automatically when adding a new row to the table.

After selecting a recipient, the system fetches the Name and IBAN from the selected record.

Closes #350

@MarcCon MarcCon requested a review from barredterra March 9, 2026 12:46
Comment thread banking/ebics/doctype/sepa_payment_order/sepa_payment_order.py Outdated
@MarcCon MarcCon changed the title feat( SEPA Payment Order): add recipient selection feat(SEPA Payment Order): add recipient selection Mar 10, 2026
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@greptileai

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Comment thread banking/ebics/doctype/sepa_payment_order/sepa_payment_order.js
Comment thread banking/ebics/doctype/sepa_payment_order/sepa_payment_order.js
@barredterra
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barredterra commented Mar 17, 2026

@MarcCon I've added three more things that weren't included in the feature request:

  • All fields that are required in the row are also included in the dialog, so you don't have to enter payment details in two places.
  • The dialog also opens when you click “Add Row” in the table
  • Link fields only show active Suppliers/Employees

@barredterra barredterra merged commit c86e5d7 into version-15-hotfix Mar 17, 2026
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@barredterra barredterra deleted the get-recipient-details branch March 17, 2026 20:36
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🎉 This PR is included in version 15.33.0 🎉

The release is available on GitHub release

Your semantic-release bot 📦🚀

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Add recipient in SEPA Payment Order

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