[jira] Created: (OFBIZ-2727) Enhance the existing FinAccount "transactions" screen to show more information about associated payments

[Nicolas Malin (Jira)]

Enhance the existing FinAccount "transactions" screen to show more information about associated payments
--------------------------------------------------------------------------------------------------------

                 Key: OFBIZ-2727
                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
             Project: OFBiz
          Issue Type: Improvement
          Components: accounting
    Affects Versions: SVN trunk
            Reporter: Sumit Pandit
             Fix For: SVN trunk




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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Sumit Pandit updated OFBIZ-2727:
--------------------------------

    Attachment: OFBiz_2727.patch

Changes are in patch.

Thanks And Regards
Sumit Pandit

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>             Fix For: SVN trunk
>
>         Attachments: OFBiz_2727.patch
>
>

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Sumit Pandit updated OFBIZ-2727:
--------------------------------

    Attachment:     (was: OFBiz_2727.patch)

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>             Fix For: SVN trunk
>
>

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Sumit Pandit updated OFBIZ-2727:
--------------------------------

    Comment: was deleted

(was: Changes are in patch.

Thanks And Regards
Sumit Pandit)

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>             Fix For: SVN trunk
>
>

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Surya Kusumakar updated OFBIZ-2727:
-----------------------------------

    Attachment: EnhancementsInFinAccountTrans.patch

Here is the patch for enhancements in FinAccountTrans screen.

Thanks to Jacopo , Rishi and Sumit.

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>             Fix For: SVN trunk
>
>         Attachments: EnhancementsInFinAccountTrans.patch
>
>

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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12732855#action_12732855 ]

Surya Kusumakar commented on OFBIZ-2727:
----------------------------------------

The following enhancements are done :
1.Shown more information about associated payments (payment method and payment type)
2.Added cancel button for canceling FinAccountTrans .
3.Shown the statusId field for each transaction.
4.Added search form to filter transactions by date range, type (deposit, withdrawal, adjustments, statusId)
5.At the bottom of the screen shown the following totals:
  a) Grand Total
  b) Created Grand Total
  c) Approved Grand Total
  d) Created/Approved Grand Total

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>             Fix For: SVN trunk
>
>         Attachments: EnhancementsInFinAccountTrans.patch
>
>

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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12732856#action_12732856 ]

Surya Kusumakar commented on OFBIZ-2727:
----------------------------------------

The following enhancements are done :
1.Shown more information about associated payments (payment method and payment type)
2.Added cancel button for canceling FinAccountTrans .
3.Shown the statusId field for each transaction.
4.Added search form to filter transactions by date range, type (deposit, withdrawal, adjustments, statusId)
5.At the bottom of the screen shown the following totals:
  a) Grand Total
  b) Created Grand Total
  c) Approved Grand Total
  d) Created/Approved Grand Total

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>             Fix For: SVN trunk
>
>         Attachments: EnhancementsInFinAccountTrans.patch
>
>

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Surya Kusumakar updated OFBIZ-2727:
-----------------------------------

    Comment: was deleted

(was: The following enhancements are done :
1.Shown more information about associated payments (payment method and payment type)
2.Added cancel button for canceling FinAccountTrans .
3.Shown the statusId field for each transaction.
4.Added search form to filter transactions by date range, type (deposit, withdrawal, adjustments, statusId)
5.At the bottom of the screen shown the following totals:
  a) Grand Total
  b) Created Grand Total
  c) Approved Grand Total
  d) Created/Approved Grand Total
)

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>             Fix For: SVN trunk
>
>         Attachments: EnhancementsInFinAccountTrans.patch
>
>

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Anil K Patel reassigned OFBIZ-2727:
-----------------------------------

    Assignee: Anil K Patel

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Anil K Patel
>             Fix For: SVN trunk
>
>         Attachments: EnhancementsInFinAccountTrans.patch
>
>

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Chirag Manocha updated OFBIZ-2727:
----------------------------------

    Attachment: EnhancementsInFinAccountTrans.patch

-- Minor Improvements in previous patch.
-- Also shown associated payments to finAccountTrans, if multiple payments are there, in ListFinAccountTrans.

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Anil K Patel
>             Fix For: SVN trunk
>
>         Attachments: EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch
>
>

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Chirag Manocha updated OFBIZ-2727:
----------------------------------

    Attachment: EnhancementsInFinAccountTrans.patch

-- Associated payments are now shown in table under finAccountTransId
-- No other changes.

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Anil K Patel
>             Fix For: SVN trunk
>
>         Attachments: EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch
>
>

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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12736078#action_12736078 ]

Sumit Pandit commented on OFBIZ-2727:
-------------------------------------

Also add following functionality to the same page -

1) Enhance the screen as per description.
2) Add ability new screen so that user can do Bank Reconciliation.
3) User should be able to select fin Account Trans and see the running total, after submitting the form service able to handle the all finAccountTransType -
  -- Adjustments
  -- Deposit
  -- Withdrawal.

Thanks to Jacopo for further guidance.

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Anil K Patel
>             Fix For: SVN trunk
>
>         Attachments: EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch
>
>

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Chirag Manocha updated OFBIZ-2727:
----------------------------------

    Attachment: EnhancementsInFinAccountTrans.patch

-- Patch with enhancements in Financial Account Transaction screens and Bank Reconciliation for Financial Account Transactions for all Financial Account Transaction types in created status.

Thanks to Rishi Solanki, Sumit Pandit.

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Anil K Patel
>             Fix For: SVN trunk
>
>         Attachments: EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch
>
>

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Chirag Manocha updated OFBIZ-2727:
----------------------------------

    Attachment: EnhancementsInFinAccountTrans.patch

-- Added Deposit Slip functionality to finAccountTrans.
Thanks to Rishi

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Anil K Patel
>             Fix For: SVN trunk
>
>         Attachments: EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch
>
>

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-2727?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Anil K Patel closed OFBIZ-2727.
-------------------------------

    Resolution: Fixed

Patch in r799547. Thanks for contribution

> Enhance the existing FinAccount "transactions" screen to show more information about associated payments
> --------------------------------------------------------------------------------------------------------
>
>                 Key: OFBIZ-2727
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-2727
>             Project: OFBiz
>          Issue Type: Improvement
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: Sumit Pandit
>            Assignee: Anil K Patel
>             Fix For: SVN trunk
>
>         Attachments: EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch, EnhancementsInFinAccountTrans.patch
>
>

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