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Posted to notifications@ofbiz.apache.org by "Michael Brohl (Jira)" <ji...@apache.org> on 2021/02/11 17:15:00 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 ]

Michael Brohl updated OFBIZ-10902:
----------------------------------
    Affects Version/s:     (was: Release Branch 18.12)
                           (was: Release Branch 17.12)
                       Trunk

> 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, Trunk
>            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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