v15.0.0

15.0.0 (2025-04-02)

Bug Fixes

• Block Auto Payment field (b89690d)
• add 'Pay on Auto Submit' field and update payment entry validation logic (1882a30)
• add no_copy to transfer method (7f1cced)
• Add payment_utils to ESLint configuration (349e7da)
• add allow_on_submit flag to custom fields for payout status (9e36f16)
• add bank account check before enabling manual payout and reset integration settings for non-INR currencies (e8a1e35)
• add bank payment mode field to utils (66031db)
• add Bank Reconciliation Tool integration for syncing RazorpayX transactions (5c4cdbc)
• Add check for existing payout state (918993c)
• add check for PAYMENTS_PROCESSOR_APP in auto pay function (f672733)
• add client-side list view settings for Payment Entry and implement eligibility checks for payment submission (c495248)
• Add collapsible field and dependency for online payment section (fc7d1b3)
• Add conditional logging for service details in payout operations (64cc64a)
• Add constant for processor custom fields (0d49bc1)
• add custom button for resetting payment OTP secret in User form (1aa75f8)
• add default value for reference_no in Payment Entry property setters (202eebb)
• add description to notes (ca9f337)
• add docstrings for clarity in RazorpayBankTransaction methods (c7ba8c3)
• add error handling in remove_permissions function (93bb3ac)
• add function to retrieve RazorpayX settings by bank account (f55bad2)
• add line break in authentication dialog message (825124b)
• add no_copy property for reference_no in Payment Entry property setters (e42b4c9)
• add ordering to payment entry query to retrieve latest records (cfc02d2)
• add party name sanitization method for RazorpayX API (7789e6f)
• add PE to hook (389fe2c)
• Add reference number description for RazorPayX transactions (706730b)
• Add some utility (613b341)
• add source doctype and docname for Integration Request Log (8c69fea)
• add sync transactions button and dialog for RazorPayX Integration Setting (6da4bde)
• Add TODO comment to set cheque description for UTR (4ae8216)
• Add UPI ID custom field and update conditions for payment entry fields (e289288)
• add user_has_payout_permission function and define constants for RazorPayX integration (28544a2)
• Add validation for bank account branch code in RazorpayX integration (2d1ea90)
• add validation for instantaneous payouts exceeding threshold and enforce currency checks (a32b044)
• add validation to prompt user to save changes before making payout (13fc382)
• Add validations for Bank Account (d78f217)
• added transfer to standard filters (52dfd34)
• Adjust indentation in RazorPayX state description for improved readability (67ad601)
• allow to update contact details before making payout (0300863)
• Amended form checks (#22) (a1a2baf)
• api to authenticate payments (2d13008)
• better ux for rpx settings and copy webhook url (65abfe8)
• chore: ToDos (afc721e)
• Clarify webhook secret missing alert message in RazorPayX API (258aae5)
• client and server overrides for Bank Account (2c8f2b2)
• Comment out branch code validation for compatibility with different formats (c15558b)
• company filters for account (12a0b33)
• connect integration with payment processor (e76b997)
• correct casing for RazorPayX Integration Manager role in settings and constants (bd07878)
• correct logic for retrieving referenced document names in webhook processing (548e655)
• Correct package name format in pyproject.toml and hooks.py (8b4d7ec)
• Correct references to party bank account details in validation logic (8813707)
• create folders for Payment Utils module (8fb3b3f)
• create new fields for auto-payment (fd5a2f0)
• custom field for RazorpayX Payment (11651b7)
• delete unused image (3a12166)
• deleting roles and permission on uninstall (ea0883c)
• disable notification (9f7fb63)
• Do not logout the user if PE is not authenticated (a1d1246)
• Enable for_update in get_doc call for PayoutWebhook to prevent concurrent modifications (47d5443)
• Enhance get_source_doc method to improve document retrieval logic (20a7109)
• enhance API credential validation (afa64ec)
• Enhance bank payment mode validation and limits in Payment Entry (05f0549)
• Enhance delete_custom_fields function to support multiple custom field structures (500ef8e)
• enhance error handling in RazorPayX API with custom titles (19c5d74)
• enhance error message styling for better visibility in authentication flow (e7c8699)
• enhance OTP authentication flow and integrate auth_id handling for payout processing (fd1e8d3)
• enhance OTP verification to include password method handling and improve freeze messages (1d8d111)
• enhance payment entry validation and alert messaging (f2dad76)
• Enhance payout cancellation logic with auto-cancel option and improved validation (f582e02)
• enhance payout status handling in reference number description (e01cd10)
• enhance RazorpayBankTransaction methods for clarity and error handling (3382cfe)
• enhance sync functionality by passing RazorpayX settings and bank account to transaction sync methods (b8b3c68)
• enhance user permissions for payout authorizer and basic roles (0a30c38)
• enhance user_has_payout_permissions function to include role-based checks for RazorPayX Manager (cfbcceb)
• enhance webhook authentication and logging (5fce255)
• Ensure payout permissions are checked before bulk payment submission (e05521c)
• fake demo workflow (463d8d2)
• fetch associated RazorpayX account based on bank account selection (1604cb3)
• get source doc if payout is made from payout link (26f245c)
• get_all as list (8d36892)
• Handle Cancellation of PE (#21) (9e49a57)
• handle missing source in Razorpay bank transaction mapping (f8306d8)
• Handle Payments Processor Installation (2467596)
• Handle webhook when source doctype and source docname not found (#23) (ceec06c)
• handling employee payment (2ab2722)
• implement daily transaction synchronization and remove obsolete fetch_daily_transactions script (9793421)
• Implement payment transfer method validation in utils and refactor payment entry logic (6c274dd)
• implement webhook processing and update bank transaction logic (fba5b4d)
• improve authentication checks and add payment entries retrieval method (e6e21f5)
• Improve condition check in PayoutWebhook for better clarity (e6850bf)
• improve error handling messages in RazorPayX API (47ec4b3)
• improve OTP error handling and reset description after timeout (bac989e)
• improve webhook auth (5d3d7b1)
• Improve webhook signature validation and enhance error handling (1724ce5)
• Include RazorpayX account in cancel payout method arguments (10ee3e4)
• Initial Setup (#1) (b8498b9)
• Initialize source document variables in RazorPayXTestAPI for new document handling (8264fe1)
• integrate auth_id handling in payment entry for payout processing (98cb5db)
• integration setting is not set (43d2f43)
• Logs RazorPayX API request (#20) (debb4b3)
• make notification non standard (894cb85)
• Manual Workflow on client side (#25) (72a2bde)
• minor changes (ab52b30)
• minor changes duiring review (ec6e824)
• Minor changes in validation (7eb5102)
• Minor client fixes (6d079b9)
• minor condition changes (c566359)
• Minor fixes (c72449a)
• more util functionality (e719ed5)
• Move bulk pay and submit to utils level (7bcac5f)
• move payout desc validation to utils (8053ad6)
• new action and state for bank account workflow (79a9e65)
• Patch for updating payment_mode (256a4ca)
• patch to update integration_doctype (b0a5b75)
• patches (0c3e629)
• Payout notification setup (#33) (0a1bde2)
• PE cancellation workflow (#24) (812d5e5)
• permission checks (dad5cb5)
• Permission fixes (#30) (e6d6719)
• prevent Administrator from authorizing payouts (f7f0138)
• Re arranging fields for payout (89a2984)
• Refactor contact details reset logic in Payment Entry form (055d475)
• refactor onload access in payment entry to use utility function (1093b66)
• refactor OTP and password authentication methods for improved clarity and functionality (f93451c)
• refactor payment entry conditions and add OTP authentication before submission (bf78b1e)
• refactor payment entry logic to utilize centralized payment utilities (264fe2f)
• refactor payment entry logic to utilize is_amended_pe_processed function (c0661a1)
• Refactor payout logic to improve validation and error handling in Payment Entry (0cd8fff)
• Refactor RazorPayX payment entry description and improve image handling (b371650)
• Refactor RazorPayX payout status description for improved layout and styling (5b7912b)
• Remove Bank Account bugs (f6be466)
• Remove bug from client side JS (1808941)
• Remove bugs (34c064b)
• remove bugs from PE (c4e2edc)
• Remove bugs from PE client side (0fcb0cb)
• remove debug print statement from payout function (2237f22)
• Remove debug print statements from delete_property_setters function (ae55523)
• remove extra comments (094ecad)
• Remove extra settings and update template settings (7364dce)
• remove IMPS mode bug (045bcb2)
• remove minor bug (1eec276)
• remove minor bug (042216b)
• remove minor bug (325a5e7)
• Remove minor bug (f555c49)
• Remove minor bug (837bc6a)
• Remove Minor bug (494a243)
• remove minor bug from here (aceddbf)
• remove minor bugs (aeb3d0b)
• Remove minor bugs (ebb0b40)
• Remove minor bugs (a7b1a07)
• remove no_copy attribute from custom fields (2b6809d)
• remove pay_on_submit patch (119008b)
• Remove payout mode refs (WIP) (c516e27)
• remove permission check for submitting payment entry and add TODO for currency validation (642d521)
• Remove redundant property setters (6bed079)
• Remove redundant razorpayx_pay_instantaneously field from payment entry validation (abc301b)
• Remove redundant settings from RazorpayX Integration (2bd3bfb)
• remove setup constants import bug (0c453de)
• Remove typ error (7a16415)
• remove unnecessary dependency condition for UPI field in custom fields (f540b6a)
• remove unnecessary parameter from webhook listener (9c024b6)
• remove unnecessary sensitive info attributes from RazorPayX API and integration settings (080c3c8)
• remove unrequired fields (5673c8b)
• Remove unused bank account validation logic for cleaner code (b8f112c)
• Remove unused condition (1d8c26d)
• remove unused constant RAZORPAYX and update error messages for API credentials (126e689)
• remove unused delete_workflows function and its references (50ed867)
• Remove unused imports for cleaner payout API code (cc407a1)
• Remove unused property setter and enhance delete functionality with debug option (5c8e75a)
• Remove unused validate_razorpayx_contact_type function for cleaner validation logic (fd5f788)
• remove unused validation (f963e66)
• Remove utils hook (fe20b0c)
• Remove utils reference (58da240)
• removed custom field error (718aeea)
• removed extra field for update from workflow (7773e77)
• removed minor bugs (5dfd1c1)
• removed redundant condition check (e8a7e49)
• Rename (2d9f114)
• Rename and update get_razorpayx_account function for clarity and consistency (7146f46)
• rename authenticate_otp to authenticate_payment_entries for clarity and consistency in payment processing (4acc7c0)
• Rename cancel payout method for consistency in Payment Entry logic (e41496d)
• rename default_online_payment_mode to online_payment_mode across the integration (62a3e6a)
• Rename document of setting (47b8d85)
• rename file (842c117)
• rename OTP verification methods for clarity and consistency (af64cae)
• Rename PayoutWithDocType class to PayoutWithDocument for clarity (36631f3)
• rename RazorPayX integration references to use 'rpx' for consistency (d3f2b37)
• Rename RAZORPAYX_SETTING to RAZORPAYX_CONFIG (40c5be9)
• rename variable for OTP verification message consistency (6c7919f)
• Replace first match (de78299)
• restore dynamic user session handling in 2FA classes for improved authentication flow (bd6aa4a)
• set default value for RazorpayX payout description in payout dialog (0084d09)
• share auth id to frontend (92f48cc)
• Show Accounting only is Bank Account is set (997f469)
• simplify error handling in remove_permissions function (b24c3bb)
• Simplify freeze message in payout dialog for clarity (6c5036f)
• simplify get_rpx_img_container function by removing unnecessary inner function (bba5270)
• Simplify integration request service description in webhook listener (d1c5035)
• Simplify payout cancellation logic in Payment Entry form (1566785)
• Simplify remarks generation in PayoutWebhook (4ac0e09)
• simplify transaction filtering by removing unused filters parameter (37ca30b)
• skeleton for updating referenced webhook (e81c381)
• Skeleton for webhook (#16) (d0a09b4)
• standardize casing for RazorpayX references across the codebase (61ff924)
• streamline payout checks in onload function (52c8194)
• streamline retrieval of RazorpayX settings in payment entry form (fa1e910)
• submit bank transactions (34461e5)
• sync transactions with razorpayx (9a64f6f)
• Testing class for Razorpayx API (72d64b8)
• toggle is_default based on workflow state (090ac39)
• trim whitespace from authenticator input during verification (d8745e5)
• Update Payout APIs (#18) (06406c5)
• update action labels for authentication and payout dialogs for clarity (762f8fc)
• Update amended PE validation (a57d918)
• Update API validations (9fb277f)
• update auth_id handling in payout processing to support None values and improve error handling (42b4b95)
• update bank account queries to exclude disabled settings and improve button visibility logic (ffd4238)
• update callback to use auth_id and improve authenticator field handling (432a168)
• Update client side logic for payment entry (b24793b)
• update comments for clarity in payment entry validation (af24eae)
• update conditions for UPI and bank payment fields (1affb74)
• Update contact details validation to match correct fields in Payment Entry (0c31ed8)
• Update contact ID reference and enhance party contact details structure in payout API (c7a3a4a)
• Update custom field and property setters (4324661)
• Update Custom Fields (5d369a9)
• Update db_set method to notify changes for better document handling (49fc7ba)
• Update dependencies for custom fields in RazorpayX integration and adjust field placements (00bcb05)
• Update dependency conditions for custom fields in RazorpayX integration to improve clarity and functionality (3ba798c)
• Update description for auto cancel payout setting and remove unnecessary line in validation (fc217c5)
• update DESCRIPTION_REGEX to allow whitespace in descriptions (c5f44c4)
• Update Dialog Box field usage (65565b8)
• update error message formatting and change dialog close to hide (0ab93fb)
• Update ESLint globals and add payment integration utils dependency (299840e)
• update failed payout notification styling and correct typo in remarks (9a56a87)
• update import path for authentication module (3083965)
• Update import path for RazorPayXTestAPI to correct module reference (737c039)
• Update layout of integration doctype (b7bcce1)
• Update logging messages for clarity in payout link operations (db91312)
• Update make_payout method signature to remove type hint for compatibility (6bf5e73)
• Update mandatory condition for Payable Account (74cd2e8)
• Update onload field name for clarity in Payment Entry (0af23db)
• update OTP authentication descriptions for consistency and add password label (553fccb)
• update OTP authentication to pass document name directly (e77472c)
• Update Patch (af45827)
• update patches (12c06fb)
• update paths for Payment Entry client overrides (d66a986)
• update payment conditions and field dependencies for online payment modes (7e6afd4)
• update payment entries display format in 2FA authorization message (88abb41)
• update payment entry integration and enhance bank account field dependencies (434037f)
• update payment entry to handle amended documents and improve description display (097e82d)
• Update payment transfer method references in payout dialog and related logic (340eb2f)
• Update payment type description and button label logic in Payment Entry (ee9afcb)
• Update payout mode handling to use bank payment mode constants (418db91)
• Update permission check in cancel_payout to specify action type (10ca3e8)
• Update property setters and custom fields (56484ef)
• Update RazorpayX account assignment to use db_set for consistency (e296cae)
• Update RazorpayX payout mode enum (3eb2223)
• Update references from RazorpayX Integration Setting to RazorpayX Configuration (b6ef5de)
• Update Remarks (ccaf80c)
• Update reset_razorpayx_fields to use set method for field assignment (2e57caf)
• Update roles (fe036cc)
• update roles and permissions (#29) (0e8deba)
• Update RPX ref (793cbe8)
• update status via controller (a404819)
• Update Submit button label (d2cde79)
• Update submit button label condition to include amended payment entry processing (5321986)
• Update submit button label logic to include workflow check (f0f4968)
• update transaction API documentation to clarify RazorPayX settings usage (7ff91c2)
• update transaction sync methods for clarity and consistency (d2b1bdc)
• update two-factor authentication check to use dedicated function (4d9ce79)
• update user_has_payout_permissions function to allow None as a valid payment_entry argument (9faf9cd)
• update user_has_payout_permissions function to include role check for payment manager (c047efe)
• Update utils (1a98045)
• Update validation logic to require either contact mobile or email for Link payout mode (976d976)
• Update validation workflow for PE (4c4a037)
• update warning message for bank account usability (a8d1b51)
• update webhook URL copy functionality in RazorpayX Integration Setting (d0281d9)
• Updating values first for status (2bb4794)
• use utility (da8f7bb)
• used map instead of enum foe workflow state (eac9d6e)
• validations and enhancments (#14) (6a1d561)
• webhook changes (0d1e4e6)
• Webhook setup with new design (#19) (c11c9b1)
• wip: auth_id fixes (55dd991)
• wip: basic skeleton for client side OTP (dbc6cfb)
• wip: import auth module in razorpayx_integration.bundle.js (431f788)

Features

• accounting of payout (#64) (3680b01)
• Add init.py file for razorpayx_integration post_install package (a87b208)
• add 'Payment Entry' role for Auto Payments Manager and Payout Authorizer (e38b2c7)
• Add Pay On Submit checkbox for Automation (df30ba6)
• Add alert for missing webhook secret in RazorPayX Integration Setting after save (4d0834a)
• Add base condition for online payment validation in Payment Entry (71168fa)
• Add before_submit hook for Payment Entry to handle RazorpayX field resets (a8230ee)
• Add copy webhook button to RazorPayX Integration Setting list view (7427ee8)
• Add creditors account and automate fees accounting options to RazorpayX Integration Settings (a76c67e)
• Add expense and payable account fields to RazorpayX Integration Settings (52ff991)
• Add function to retrieve automated fees accounting configuration from RazorpayX settings (d4e4583)
• Add mandatory payout details and reference number handling in payment entry validation (51fa555)
• add notification for failed payouts with email alerts (e92a60f)
• Add Payment Utils module to Razorpayx Integration (6ec1841)
• Add payment_integration_utils dependency to pyproject.toml (3b83296)
• add payments processor app constant and update integration logic (860a358)
• Add placeholder for sensitive info masking in Integration Request Log (5491e10)
• add service and source document details to Integration Request log (6180db5)
• add service details to Integration Request log across multiple APIs (05518fb)
• Add utility function to retrieve RazorpayX account by bank account (3d1b521)
• Add validation for bank online payment and reset contact fields in Payment Entry (7dd2609)
• Allow unmarked PEs to be bulk pay and submit (986560d)
• authenticate otps (c2f5b66)
• auto create and submit payment entries (ac19711)
• client side logic for cancelling (5260caa)
• Create doctype for Automatic Payments setting (07fe5b7)
• enhance Auto Payment Setting with new filters and options (825d6b9)
• enhance Integration Request logging with source document details (e411502)
• Enhance PayoutWebhook to include dynamic posting date and user remarks (866d523)
• Enhance RazorpayX account handling by adding bank account validation and alerts (97315fa)
• generate otp based on system settings (8984db2)
• implement bulk payment and submission for Payment Entries with real-time feedback (b834537)
• Implement IFSC code validation using Razorpay API in bank account handling (80e33f5)
• Implement journal entry creation for payout charges in RazorpayX webhook (b1b2aa2)
• implement OTP authentication for payment entries (1b51739)
• Implement reset logic for RazorpayX fields on payment submission (f7ee687)
• Implement server overrides for Payment Entry with RazorpayX integration (2586dc2)
• inital setup (c997128)
• Initialize App (0349908)
• introduce bank payment mode constants and update custom fields (a47c038)
• Manual Payout Process (#15) (10d504b)
• Marking payout cancellation backend logic (5e4254e)
• RazorpayX implementation based on Bank details (#4) (30e94f7)
• Refactor payout validation logic and enhance error handling in Payment Entry (f2fb900)
• Refactor PayoutWebhook to utilize dynamic fee configuration and improve remark generation (0f80da7)
• Refactor RazorpayX account retrieval to improve account validation and handling (84e161f)
• Rename 'creditor_party' to 'supplier' in RazorpayX integration settings and update related references (00258ff)
• report for RazorpayX Payout Status (#72) (2c08fc9)
• Update payment mode dependency logic and add PAYMENT_MODE_THRESHOLD constants (ea59df1)

Reverts

• do not bulk Submit button (0b0e632)
• remove amended docs description (8bffac4)
• Remove employee changes (cd88ea2)
• remove pay on submit field (6f2b31a)
• Remove Payment Mode fields from bank Account (a6614bb)
• revert old changes to incorporate Sunday requirements (#2) (97d473f)
• reverting old webhook setup (#17) (cdd277c)
• to update customization on bench migrate directly (c71eb71)