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Posted to notifications@ofbiz.apache.org by "Pierre Smits (Jira)" <ji...@apache.org> on 2020/05/10 11:40:00 UTC

[jira] [Updated] (OFBIZ-10905) Have a service that runs periodically to generate CustomTimePeriod records

     [ https://issues.apache.org/jira/browse/OFBIZ-10905?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Pierre Smits updated OFBIZ-10905:
---------------------------------
    Description: 
Currently no service exists that creates CustomTimePeriod records on a scheduled basis. One could think of:
 * a yearly schedule that creates the next fiscal year period
 * a quarterly schedule that creates the next fiscal quartered period
 * a monthly schedule that creates the next fiscal month period

Considerations regarding requirements:
 # Following requirements are to be considered static:
 ## the highest granularity regarding a custom time period is a year (parameter value = YEAR)
 # Following requirements are to be configured/set via SystemProperty records:
 ## the applicability based on data PeriodType records: currently we can derive/identify two categories: FISCAL and SALES;
 ## the highest period granularity is static and set to "YEAR"
 ## the lowest period granularity is configurable and set to "MONTH";
 ## whether intermediate granularities (between lowest and highest) should be created for a given type (see 2.1) (intermediate indicator: "true"/"false" or "Y"/"N").
 # A CustomTimePeriod is only to be created:
 ## when a PartyAcctgPreference record exists, and
 ## when the 'enableAccounting' field of that record has the value set to "Y"
 # Each lower granularity CustomTimePeriod record must reference higher granularity CustomTimePeriod record (Parent/Child principle).

Based on requirement considerations stated above, following examples can be thought of:
 # with lowest granularity set to "MONTH" and intermediate indicator = "N" and type ="FISCAL:

{code:java}
<CustomTimePeriod customTimePeriodId="202000001" periodTypeId="FISCAL_MONTH" fromDate="2020-01-01 00:00:00.000" thruDate="2020-01-31 23:59:59.000" isClosed="N" periodNum="20200000" periodName="2020-JAN" organizationPartyId="Company" />
<CustomTimePeriod customTimePeriodId="202000002" periodTypeId="FISCAL_MONTH" fromDate="2020-01-02 00:00:00.000" thruDate="2020-02-29 23:59:59.000" isClosed="N" periodNum="20200000" periodName="2020-FEB" organizationPartyId="Company" />
{code}

 

  was:
Currently no service exists that creates CustomTimePeriod records on a scheduled basis. One could think of:
 * a yearly schedule that creates the next fiscal year period
 * a quarterly schedule that creates the next fiscal quartered period
 * a monthly schedule that creates the next fiscal month period
 * etc.

With each record referencing the appropriate parent, e.g.:
 * the fiscal month referencing the fiscal quarter
 * the fiscal quarter referencing the fiscal year
 * etc.


> Have a service that runs periodically to generate CustomTimePeriod records
> --------------------------------------------------------------------------
>
>                 Key: OFBIZ-10905
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-10905
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: Release Branch 15.12, Release Branch 16.11, Release Branch 18.12, Release Branch 17.12, Trunk
>            Reporter: Pierre Smits
>            Assignee: Pierre Smits
>            Priority: Major
>              Labels: CustomTimePeriod
>
> Currently no service exists that creates CustomTimePeriod records on a scheduled basis. One could think of:
>  * a yearly schedule that creates the next fiscal year period
>  * a quarterly schedule that creates the next fiscal quartered period
>  * a monthly schedule that creates the next fiscal month period
> Considerations regarding requirements:
>  # Following requirements are to be considered static:
>  ## the highest granularity regarding a custom time period is a year (parameter value = YEAR)
>  # Following requirements are to be configured/set via SystemProperty records:
>  ## the applicability based on data PeriodType records: currently we can derive/identify two categories: FISCAL and SALES;
>  ## the highest period granularity is static and set to "YEAR"
>  ## the lowest period granularity is configurable and set to "MONTH";
>  ## whether intermediate granularities (between lowest and highest) should be created for a given type (see 2.1) (intermediate indicator: "true"/"false" or "Y"/"N").
>  # A CustomTimePeriod is only to be created:
>  ## when a PartyAcctgPreference record exists, and
>  ## when the 'enableAccounting' field of that record has the value set to "Y"
>  # Each lower granularity CustomTimePeriod record must reference higher granularity CustomTimePeriod record (Parent/Child principle).
> Based on requirement considerations stated above, following examples can be thought of:
>  # with lowest granularity set to "MONTH" and intermediate indicator = "N" and type ="FISCAL:
> {code:java}
> <CustomTimePeriod customTimePeriodId="202000001" periodTypeId="FISCAL_MONTH" fromDate="2020-01-01 00:00:00.000" thruDate="2020-01-31 23:59:59.000" isClosed="N" periodNum="20200000" periodName="2020-JAN" organizationPartyId="Company" />
> <CustomTimePeriod customTimePeriodId="202000002" periodTypeId="FISCAL_MONTH" fromDate="2020-01-02 00:00:00.000" thruDate="2020-02-29 23:59:59.000" isClosed="N" periodNum="20200000" periodName="2020-FEB" organizationPartyId="Company" />
> {code}
>  



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