Great work. It would be really great if you guys join the ‘account module’ group where we can discuss this in the weekly meetings. As you might be already aware of, I have started similar work some time back and called for volunteers to contribute(design/review/code/test). In addition to building a feature, we are also looking at having a streamlined process where people across the globe can work together to deliver a common feature. Needless to say, this is difficult than developing individually and will be slower. However it is open, transparent and scales well in the long run. We have included Import Bank Statement · Issue #2184 · frappe/erpnext · GitHub in the december milestone, so I have updated the same with my first draft specification. I would really appreciate if you guys join the account module and work together to deliver this feature.
That is the plan. I have the base implementation as well, but will need some changes. I went through the design specification with @nabinhait in last week’s call, and it is inline with how he wanted this feature to come along.
@Chude_Osiegbu, Could you please take a look at the design spec I have attached at Import Bank Statement · Issue #2184 · frappe/erpnext · GitHub? In last week’s call I went through that with nabinhait, and he was happy with that. I would like to know your opinion regarding the same and how different it is from your design. If they are largely similar, we could look at contributing together to this feature. It would be great if you can attend next weeks call to discuss this.
Unfortunately I am just an end user without sufficient resources to make this PR ready, As Jai mentioned, we need contributions either as developer time or bounty to find other resources. What needs to be done further:
Move the code to account module from my custom app (I will do this)
Write some automated test cases (need help)
Fix some trivial usability issues
That should be sufficient to send the PR. Remaining changes can be done later based on the requirements.
Good to see the enthusiasm. I will spend some time this weekend and integrate the feature to accounts module and send an update. It would be great if you can go through the specification details in Import Bank Statement · Issue #2184 · frappe/erpnext · GitHub and give some feedback on the usability. This works well with 10-15 transactions or transactions that match the invoice properly. If not, managing it isn’t very intuitive.