[jira] Assigned: (OFBIZ-2816) Add glReconciliationId search and related features on the FinAccountTrans/BankReconciliation screens

["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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