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Posted to notifications@ofbiz.apache.org by "Pierre Smits (Jira)" <ji...@apache.org> on 2020/05/15 12:09:00 UTC
[jira] [Updated] (OFBIZ-10902) Have a status on agreement records
[ https://issues.apache.org/jira/browse/OFBIZ-10902?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Pierre Smits updated OFBIZ-10902:
---------------------------------
Description:
h2. Pre-amble
Currently, unlike many other entities, the Agreement entity does not have the statusId field defined. Agreements, like the other entities, should have a status (values that help determine the phase of the lifespan beyond the start- and end date of the agreement), such as:
* Created
* In Progress
* Approved
* etc.
h2. Flows
# Happy flows:
## Happy flow a) created ->b) submitted (for review) -> c) reviewed -> d) approved -> e) in effect -> f) concluded (ended)
## Same, with more flow: a) created ->b) submitted (for review) -> c) reviewed -> d) adjusted -> e) reviewed -> f) approved -> g) in effect -> h) concluded (ended)
# Unhappy flows:
## Unhappy flow: a) created ->b) submitted (for review) -> c) reviewed -> d) cancelled
## Same, whit more flow: a) created ->b) submitted (for review) -> c) reviewed -> d) adjusted -> e) reviewed -> f) cancelled
# Prematurely ended flows:
## Nipped in the bud flow a) created -> b) cancelled
# flows from approval (in effect or in execution) till the end-of-times
## a) approved -> b) in effect -> c) concluded (ended)
## a) approved -> b) in effect -> c) terminated (prematurely ended)
h2. Party Roles
Following Party Roles are involved:
# Agreement Creator - the party (person) that creates, edit, updates and submits the agreement for review
# Agreement Reviewer - the party (person) that reviews the agreement on its merits and impact for the company/organisation
# Agreement Approver - the party (person) that, based on law, regulations and/or business policies approves (or rejects) the agreement
# Agreement Manager - the party (person) that manages the execution of terms of the agreement after the approval till the end-of-times
# Agreement Owner - the Party (party group with roleTypeId INTERNAL_ORGANIZATIO, and and registered in PartyAcctgPreference) that is legally bound by the agreement
was:
Currently, unlike many other entities, the Agreement entity does not have the statusId field defined. Agreements, like the other entities, should have a status (values that help determine the phase of the lifespan beyond the start- and end date of the agreement), such as:
* Created
* In Progress
* Approved
* etc.
> Have a status on agreement records
> ----------------------------------
>
> Key: OFBIZ-10902
> URL: https://issues.apache.org/jira/browse/OFBIZ-10902
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: Release Branch 16.11, Release Branch 18.12, Release Branch 17.12
> Reporter: Pierre Smits
> Assignee: Pierre Smits
> Priority: Major
>
> h2. Pre-amble
> Currently, unlike many other entities, the Agreement entity does not have the statusId field defined. Agreements, like the other entities, should have a status (values that help determine the phase of the lifespan beyond the start- and end date of the agreement), such as:
> * Created
> * In Progress
> * Approved
> * etc.
> h2. Flows
> # Happy flows:
> ## Happy flow a) created ->b) submitted (for review) -> c) reviewed -> d) approved -> e) in effect -> f) concluded (ended)
> ## Same, with more flow: a) created ->b) submitted (for review) -> c) reviewed -> d) adjusted -> e) reviewed -> f) approved -> g) in effect -> h) concluded (ended)
> # Unhappy flows:
> ## Unhappy flow: a) created ->b) submitted (for review) -> c) reviewed -> d) cancelled
> ## Same, whit more flow: a) created ->b) submitted (for review) -> c) reviewed -> d) adjusted -> e) reviewed -> f) cancelled
> # Prematurely ended flows:
> ## Nipped in the bud flow a) created -> b) cancelled
> # flows from approval (in effect or in execution) till the end-of-times
> ## a) approved -> b) in effect -> c) concluded (ended)
> ## a) approved -> b) in effect -> c) terminated (prematurely ended)
> h2. Party Roles
> Following Party Roles are involved:
> # Agreement Creator - the party (person) that creates, edit, updates and submits the agreement for review
> # Agreement Reviewer - the party (person) that reviews the agreement on its merits and impact for the company/organisation
> # Agreement Approver - the party (person) that, based on law, regulations and/or business policies approves (or rejects) the agreement
> # Agreement Manager - the party (person) that manages the execution of terms of the agreement after the approval till the end-of-times
> # Agreement Owner - the Party (party group with roleTypeId INTERNAL_ORGANIZATIO, and and registered in PartyAcctgPreference) that is legally bound by the agreement
>
>
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