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Posted to dev@ofbiz.apache.org by "Rishi Solanki (JIRA)" <ji...@apache.org> on 2009/08/08 11:01:14 UTC
[jira] Created: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
----------------------------------------------------------------------------------------------------
Key: OFBIZ-2816
URL: https://issues.apache.org/jira/browse/OFBIZ-2816
Project: OFBiz
Issue Type: Improvement
Components: accounting
Affects Versions: SVN trunk
Reporter: Rishi Solanki
Fix For: SVN trunk
Working Area :
Accounting >> Fin Account >> Transaction
Accounting >> Fin Account >> Reconciliation
Points to cover :
- Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
The form field is a drop down containing the following values:
a) empty: no filter
b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
the above values will be sorted by reconciledDate descending.
After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
- At Bank Reconciliation page following information should be displayed:
a) running total as payment records are selected on the new screen, together with the number of records selected
b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
c) an ending balance i.e. the grand total composed by the sum of a+b
In the above #a is partially done need to enhance the functionality.
- At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
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[jira] Updated: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Posted by "Parimal Gain (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Parimal Gain updated OFBIZ-2816:
--------------------------------
Attachment: GBERA-31.patch
Attached patch for the following functionality :
Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
The form field is a drop down containing the following values:
a) empty: no filter
b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
the above values will be sorted by reconciledDate descending.
After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
Thanks to Rishi
--
Parimal Gain
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Fix For: SVN trunk
>
> Attachments: GBERA-31.patch
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
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[jira] Updated: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Posted by "Parimal Gain (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Parimal Gain updated OFBIZ-2816:
--------------------------------
Attachment: (was: GBERA-31.patch)
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Fix For: SVN trunk
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
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[jira] Reopened: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Posted by "Rishi Solanki (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Rishi Solanki reopened OFBIZ-2816:
----------------------------------
* At Bank Reconciliation page following information should be displayed:
a) running total as payment records are selected on the new screen, together with the number of records selected
b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
c) an ending balance i.e. the grand total composed by the sum of a+b
In the above #a is partially done need to enhance the functionality.
The above work is remain, patch will coming soon after that this issue can be closed.
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Assignee: Anil K Patel
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
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[jira] Updated: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Posted by "Parimal Gain (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Parimal Gain updated OFBIZ-2816:
--------------------------------
Attachment: OFBIZ-2816.patch
Attached patch for work :
Displayed:
a) running total as records are selected on the screen, together with the number of records selected
b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
c) an ending balance i.e. the grand total composed by the sum of a+b
Done changes on reconciliation, glReconciliation.reconciledBalance changed.
Thanks to Rishi Solanki and Chirag Manocha.
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Assignee: Anil K Patel
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
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[jira] Assigned: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Posted by "Anil K Patel (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Anil K Patel reassigned OFBIZ-2816:
-----------------------------------
Assignee: Anil K Patel
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Assignee: Anil K Patel
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
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[jira] Commented: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Posted by "Rishi Solanki (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12740857#action_12740857 ]
Rishi Solanki commented on OFBIZ-2816:
--------------------------------------
Thanks to Jacopo, Anil and Sumit Pandit to discuss prior to implementation.
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Fix For: SVN trunk
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
--
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[jira] Closed: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Posted by "Anil K Patel (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Anil K Patel closed OFBIZ-2816.
-------------------------------
Resolution: Fixed
Patch applied to r803564.
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Assignee: Anil K Patel
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
--
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[jira] Issue Comment Edited: (OFBIZ-2816) Add glReconciliationId
search and related features on the FinAccountTrans/BankReconciliation
screens
Posted by "Anil K Patel (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12741036#action_12741036 ]
Anil K Patel edited comment on OFBIZ-2816 at 8/8/09 11:41 PM:
--------------------------------------------------------------
Patch applied to r802492.
Thanks Rishi, Sumit and Parimal for implementation.
Thanks to Vince and Eva for help in defining specifications and designing tools.
was (Author: anilpatel):
Patch applied to r802402.
Thanks Rishi, Sumit and Parimal for implementation.
Thanks to Vince and Eva for help in defining specifications and designing tools.
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Assignee: Anil K Patel
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
--
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[jira] Updated: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Posted by "Chirag Manocha (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Chirag Manocha updated OFBIZ-2816:
----------------------------------
Attachment: OFBIZ-2816.patch
Patch for marking the status of AcctgTransEntries as Reconciled.
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Assignee: Anil K Patel
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
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[jira] Issue Comment Edited: (OFBIZ-2816) Add glReconciliationId
search and related features on the FinAccountTrans/BankReconciliation
screens
Posted by "Chirag Manocha (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12742386#action_12742386 ]
Chirag Manocha edited comment on OFBIZ-2816 at 8/12/09 7:37 AM:
----------------------------------------------------------------
Patch for marking the status of AcctgTransEntries as Reconciled.
Thanks to Rishi Solanki and Sumit Pandit
was (Author: chiragmanocha):
Patch for marking the status of AcctgTransEntries as Reconciled.
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Assignee: Anil K Patel
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
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[jira] Updated: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Posted by "Parimal Gain (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Parimal Gain updated OFBIZ-2816:
--------------------------------
Attachment: OFBIZ-2816.patch
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2816.patch
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
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[jira] Closed: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Posted by "Anil K Patel (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Anil K Patel closed OFBIZ-2816.
-------------------------------
Resolution: Fixed
Patch applied to r802402.
Thanks Rishi, Sumit and Parimal for implementation.
Thanks to Vince and Eva for help in defining specifications and designing tools.
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Assignee: Anil K Patel
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
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[jira] Updated: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Posted by "Parimal Gain (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Parimal Gain updated OFBIZ-2816:
--------------------------------
Attachment: OFBIZ-2816.patch
Attached updated patch covers one more point
At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
Thanks to Rishi and Sumit.
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
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[jira] Commented: (OFBIZ-2816) Add glReconciliationId search and
related features on the FinAccountTrans/BankReconciliation screens
Posted by "Rishi Solanki (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-2816?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12742383#action_12742383 ]
Rishi Solanki commented on OFBIZ-2816:
--------------------------------------
At the end part of this work all the transaction entries defined in which are created should be marked as "reconciled" (AcctgTransEntry.reconcileStatusId).
For this changes need to be done in the updateAcctgTransEntry service so that only status can be updated un-conditionally.
> Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens
> ----------------------------------------------------------------------------------------------------
>
> Key: OFBIZ-2816
> URL: https://issues.apache.org/jira/browse/OFBIZ-2816
> Project: OFBiz
> Issue Type: Improvement
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Rishi Solanki
> Assignee: Anil K Patel
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2816.patch, OFBIZ-2816.patch, OFBIZ-2816.patch
>
>
> Working Area :
> Accounting >> Fin Account >> Transaction
> Accounting >> Fin Account >> Reconciliation
> Points to cover :
> - Add at the top of the screen a new field to filter records by FinAccountTrans.glReconciliationId
> The form field is a drop down containing the following values:
> a) empty: no filter
> b) "Not Assigned": will select all records with a null FinAccountTrans.glReconciliationId
> c) the values will be taken from GlReconciliation (display glReconciliationName, glReconciliationId, reconciledDate and reconciledbalance) entity filtered by glAccountId = FinAccount.postToGlAccount
> the above values will be sorted by reconciledDate descending.
> After the research is done, if the filter was "Not Assigned", then display a new form will be shown at the bottom of the screen containing:
> 1) a drop down containing values similar to #c above but with GlReconciliation records filtered by reconciledBalance = null
> 2) a submit button "Assign to Reconciliation" that will set the glReconciliationId (of the value selected in the drop down) to all the FinAccountTrans in the selection
> - At Bank Reconciliation page following information should be displayed:
> a) running total as payment records are selected on the new screen, together with the number of records selected
> b) an opening balance i.e. the grand total of all the FinAccountTrans in the "Approved" status
> c) an ending balance i.e. the grand total composed by the sum of a+b
> In the above #a is partially done need to enhance the functionality.
> - At Gl Reconciliation screen change the label of the screen from the View screen has the list of fin account trans its label should change should now "Gl Reconciliation And Fin Account Trans" or similar.
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