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[jira] Created: (OFBIZ-2783) Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"

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Nicolas Malin (Jira)

[jira] Created: (OFBIZ-2783) Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"

Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"
----------------------------------------------------------------------------------------

Key: OFBIZ-2783
URL: https://issues.apache.org/jira/browse/OFBIZ-2783
Project: OFBiz
Issue Type: New Feature
Components: accounting
Affects Versions: SVN trunk
Reporter: Brajesh Patel
Priority: Minor
Fix For: SVN trunk

The new screen will be implemented under the "Global GL Settings" menu.
The screen will be used to quickly create and manage GlAccountGroupMember records for "cost center" groups.
The idea is that the user sets, for each gl account, the percentage amount to be accounted for each "cost center".

The screen will present a list with all the gl accounts:
For example, if we have three "cost center" records in the GlAccountCategory entity: "Cost Center 1", "Cost Center 2", "Cost Center 3"
then the title section of the list will be:
gl account id | code | name | Cost Center 1 |Cost Center 2 | Cost Center 3

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Nicolas Malin (Jira)

[jira] Updated: (OFBIZ-2783) Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"

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Nicolas Malin (Jira)

[jira] Commented: (OFBIZ-2783) Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"

In reply to this post by Nicolas Malin (Jira)

[ https://issues.apache.org/jira/browse/OFBIZ-2783?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12737857#action_12737857 ]

Brajesh Patel commented on OFBIZ-2783:
--------------------------------------

Here I have attached patch for work related to the "CostCenters".
1) Added screen for CostCenters.
2) Added service for save amountPercentage in the GlAccountCategoryMember entity. If total of amountPercentage is greater then 100 then it will give error message.

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Nicolas Malin (Jira)

[jira] Updated: (OFBIZ-2783) Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"

In reply to this post by Nicolas Malin (Jira)

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Nicolas Malin (Jira)

[jira] Updated: (OFBIZ-2783) Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"

In reply to this post by Nicolas Malin (Jira)

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Nicolas Malin (Jira)

[jira] Updated: (OFBIZ-2783) Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"

In reply to this post by Nicolas Malin (Jira)

[ https://issues.apache.org/jira/browse/OFBIZ-2783?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Brajesh Patel updated OFBIZ-2783:
---------------------------------

Description:
The new screen will be implemented under the "Global GL Settings" menu.
The screen will be used to quickly create and manage GlAccountGroupMember records for "cost center" groups.
The idea is that the user sets, for each gl account, the percentage amount to be accounted for each "cost center".

The screen will present a list with all the gl accounts:
For example, if we have three "cost center" records in the GlAccountCategory entity: "Cost Center 1", "Cost Center 2", "Cost Center 3"
then the title section of the list will be:
gl account id | code | name | Cost Center 1 |Cost Center 2 | Cost Center 3

The fields for the "cost center" columns will be input fields where the user will enter the "amountPercentage" of the account for that cost center.

A) When the user sets the amountPercentage field for a cost center the system will create or update the corresponding GlAccountCategoryMember.
B) When the user removes the amountPercentage field for a cost center (or sets it to zero) the system will delete the corresponding GlAccountCategoryMember.
C) The system should check that the total of the sum of all the amountPercentages set for each account is 100 (with no negative values) and prompt for an error if it is not.

Ideally, operations A, B and C should be done automatically (Ajax) when the cursor is moved outside of the record.

was:
The new screen will be implemented under the "Global GL Settings" menu.
The screen will be used to quickly create and manage GlAccountGroupMember records for "cost center" groups.
The idea is that the user sets, for each gl account, the percentage amount to be accounted for each "cost center".

The screen will present a list with all the gl accounts:
For example, if we have three "cost center" records in the GlAccountCategory entity: "Cost Center 1", "Cost Center 2", "Cost Center 3"
then the title section of the list will be:
gl account id | code | name | Cost Center 1 |Cost Center 2 | Cost Center 3

> Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"
> ----------------------------------------------------------------------------------------
>
> Key: OFBIZ-2783
> URL: https://issues.apache.org/jira/browse/OFBIZ-2783
> Project: OFBiz
> Issue Type: New Feature
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Brajesh Patel
> Priority: Minor
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2783.patch
>
>
> The new screen will be implemented under the "Global GL Settings" menu.
> The screen will be used to quickly create and manage GlAccountGroupMember records for "cost center" groups.
> The idea is that the user sets, for each gl account, the percentage amount to be accounted for each "cost center".
> The screen will present a list with all the gl accounts:
> For example, if we have three "cost center" records in the GlAccountCategory entity: "Cost Center 1", "Cost Center 2", "Cost Center 3"
> then the title section of the list will be:
> gl account id | code | name | Cost Center 1 |Cost Center 2 | Cost Center 3
> The fields for the "cost center" columns will be input fields where the user will enter the "amountPercentage" of the account for that cost center.
> A) When the user sets the amountPercentage field for a cost center the system will create or update the corresponding GlAccountCategoryMember.
> B) When the user removes the amountPercentage field for a cost center (or sets it to zero) the system will delete the corresponding GlAccountCategoryMember.
> C) The system should check that the total of the sum of all the amountPercentages set for each account is 100 (with no negative values) and prompt for an error if it is not.
> Ideally, operations A, B and C should be done automatically (Ajax) when the cursor is moved outside of the record.

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Nicolas Malin (Jira)

[jira] Assigned: (OFBIZ-2783) Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"

In reply to this post by Nicolas Malin (Jira)

[ https://issues.apache.org/jira/browse/OFBIZ-2783?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Anil K Patel reassigned OFBIZ-2783:
-----------------------------------

Assignee: Anil K Patel

> Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"
> ----------------------------------------------------------------------------------------
>
> Key: OFBIZ-2783
> URL: https://issues.apache.org/jira/browse/OFBIZ-2783
> Project: OFBiz
> Issue Type: New Feature
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Brajesh Patel
> Assignee: Anil K Patel
> Priority: Minor
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2783.patch
>
>
> The new screen will be implemented under the "Global GL Settings" menu.
> The screen will be used to quickly create and manage GlAccountGroupMember records for "cost center" groups.
> The idea is that the user sets, for each gl account, the percentage amount to be accounted for each "cost center".
> The screen will present a list with all the gl accounts:
> For example, if we have three "cost center" records in the GlAccountCategory entity: "Cost Center 1", "Cost Center 2", "Cost Center 3"
> then the title section of the list will be:
> gl account id | code | name | Cost Center 1 |Cost Center 2 | Cost Center 3
> The fields for the "cost center" columns will be input fields where the user will enter the "amountPercentage" of the account for that cost center.
> A) When the user sets the amountPercentage field for a cost center the system will create or update the corresponding GlAccountCategoryMember.
> B) When the user removes the amountPercentage field for a cost center (or sets it to zero) the system will delete the corresponding GlAccountCategoryMember.
> C) The system should check that the total of the sum of all the amountPercentages set for each account is 100 (with no negative values) and prompt for an error if it is not.
> Ideally, operations A, B and C should be done automatically (Ajax) when the cursor is moved outside of the record.

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Nicolas Malin (Jira)

[jira] Commented: (OFBIZ-2783) Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"

In reply to this post by Nicolas Malin (Jira)

[ https://issues.apache.org/jira/browse/OFBIZ-2783?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12737891#action_12737891 ]

Anil K Patel commented on OFBIZ-2783:
-------------------------------------

Brajesh, Thanks for contribution. Patch is applied to r799876.

> Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"
> ----------------------------------------------------------------------------------------
>
> Key: OFBIZ-2783
> URL: https://issues.apache.org/jira/browse/OFBIZ-2783
> Project: OFBiz
> Issue Type: New Feature
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Brajesh Patel
> Assignee: Anil K Patel
> Priority: Minor
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2783.patch
>
>
> The new screen will be implemented under the "Global GL Settings" menu.
> The screen will be used to quickly create and manage GlAccountGroupMember records for "cost center" groups.
> The idea is that the user sets, for each gl account, the percentage amount to be accounted for each "cost center".
> The screen will present a list with all the gl accounts:
> For example, if we have three "cost center" records in the GlAccountCategory entity: "Cost Center 1", "Cost Center 2", "Cost Center 3"
> then the title section of the list will be:
> gl account id | code | name | Cost Center 1 |Cost Center 2 | Cost Center 3
> The fields for the "cost center" columns will be input fields where the user will enter the "amountPercentage" of the account for that cost center.
> A) When the user sets the amountPercentage field for a cost center the system will create or update the corresponding GlAccountCategoryMember.
> B) When the user removes the amountPercentage field for a cost center (or sets it to zero) the system will delete the corresponding GlAccountCategoryMember.
> C) The system should check that the total of the sum of all the amountPercentages set for each account is 100 (with no negative values) and prompt for an error if it is not.
> Ideally, operations A, B and C should be done automatically (Ajax) when the cursor is moved outside of the record.

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Nicolas Malin (Jira)

[jira] Commented: (OFBIZ-2783) Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"

In reply to this post by Nicolas Malin (Jira)

[ https://issues.apache.org/jira/browse/OFBIZ-2783?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12756429#action_12756429 ]

Rishi Solanki commented on OFBIZ-2783:
--------------------------------------

Here are the improvements in the code and functionality for the cost center.
When we run the functionality, and add the amount percentage for different cost centers, the problem is that it is working on Ajax Request for each row submit.
Need to change this approach, as screen flicker on showing and hiding of each amount percentage change.
Steps to get right functionality ;
- Change the event handler first from jsonservice to jsonservice-multi.
- Pass all the amount percentage as prefix "amp_" so that service will get a map as prefix of "amp_".
- In the service iterate on the map key set values, get the other values and call the service to create the GlAccountCategoryMembers.
- Now the page is not reload and if you do not get the success in Ajax call then show error that "Amount Percentage is not equals to 100".

Thanks to Anil for discussion prior to implementation.

--
Rishi

> Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"
> ----------------------------------------------------------------------------------------
>
> Key: OFBIZ-2783
> URL: https://issues.apache.org/jira/browse/OFBIZ-2783
> Project: OFBiz
> Issue Type: New Feature
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Brajesh Patel
> Assignee: Anil K Patel
> Priority: Minor
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2783.patch
>
>
> The new screen will be implemented under the "Global GL Settings" menu.
> The screen will be used to quickly create and manage GlAccountGroupMember records for "cost center" groups.
> The idea is that the user sets, for each gl account, the percentage amount to be accounted for each "cost center".
> The screen will present a list with all the gl accounts:
> For example, if we have three "cost center" records in the GlAccountCategory entity: "Cost Center 1", "Cost Center 2", "Cost Center 3"
> then the title section of the list will be:
> gl account id | code | name | Cost Center 1 |Cost Center 2 | Cost Center 3
> The fields for the "cost center" columns will be input fields where the user will enter the "amountPercentage" of the account for that cost center.
> A) When the user sets the amountPercentage field for a cost center the system will create or update the corresponding GlAccountCategoryMember.
> B) When the user removes the amountPercentage field for a cost center (or sets it to zero) the system will delete the corresponding GlAccountCategoryMember.
> C) The system should check that the total of the sum of all the amountPercentages set for each account is 100 (with no negative values) and prompt for an error if it is not.
> Ideally, operations A, B and C should be done automatically (Ajax) when the cursor is moved outside of the record.

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Nicolas Malin (Jira)

[jira] Updated: (OFBIZ-2783) Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"

In reply to this post by Nicolas Malin (Jira)

[ https://issues.apache.org/jira/browse/OFBIZ-2783?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Brajesh Patel updated OFBIZ-2783:
---------------------------------

Attachment: OFBIZ-2783.patch

Here updated patch with all functionality that specify in the comment by Rishi.
--
Brajesh Patel

> Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"
> ----------------------------------------------------------------------------------------
>
> Key: OFBIZ-2783
> URL: https://issues.apache.org/jira/browse/OFBIZ-2783
> Project: OFBiz
> Issue Type: New Feature
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Brajesh Patel
> Assignee: Anil K Patel
> Priority: Minor
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2783.patch, OFBIZ-2783.patch
>
>
> The new screen will be implemented under the "Global GL Settings" menu.
> The screen will be used to quickly create and manage GlAccountGroupMember records for "cost center" groups.
> The idea is that the user sets, for each gl account, the percentage amount to be accounted for each "cost center".
> The screen will present a list with all the gl accounts:
> For example, if we have three "cost center" records in the GlAccountCategory entity: "Cost Center 1", "Cost Center 2", "Cost Center 3"
> then the title section of the list will be:
> gl account id | code | name | Cost Center 1 |Cost Center 2 | Cost Center 3
> The fields for the "cost center" columns will be input fields where the user will enter the "amountPercentage" of the account for that cost center.
> A) When the user sets the amountPercentage field for a cost center the system will create or update the corresponding GlAccountCategoryMember.
> B) When the user removes the amountPercentage field for a cost center (or sets it to zero) the system will delete the corresponding GlAccountCategoryMember.
> C) The system should check that the total of the sum of all the amountPercentages set for each account is 100 (with no negative values) and prompt for an error if it is not.
> Ideally, operations A, B and C should be done automatically (Ajax) when the cursor is moved outside of the record.

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Nicolas Malin (Jira)

[jira] Closed: (OFBIZ-2783) Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"

In reply to this post by Nicolas Malin (Jira)

[ https://issues.apache.org/jira/browse/OFBIZ-2783?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Ashish Vijaywargiya closed OFBIZ-2783.
--------------------------------------

Resolution: Fixed

Thanks Brajesh, Rishi & Anil for the contribution.
Special thanks to Jacopo for providing notes to implement this feature.

Done at r816517.

--
Ashish

> Cost Centers: implement new accounting screen to associate gl accounts to "cost centers"
> ----------------------------------------------------------------------------------------
>
> Key: OFBIZ-2783
> URL: https://issues.apache.org/jira/browse/OFBIZ-2783
> Project: OFBiz
> Issue Type: New Feature
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: Brajesh Patel
> Assignee: Anil K Patel
> Priority: Minor
> Fix For: SVN trunk
>
> Attachments: OFBIZ-2783.patch, OFBIZ-2783.patch
>
>
> The new screen will be implemented under the "Global GL Settings" menu.
> The screen will be used to quickly create and manage GlAccountGroupMember records for "cost center" groups.
> The idea is that the user sets, for each gl account, the percentage amount to be accounted for each "cost center".
> The screen will present a list with all the gl accounts:
> For example, if we have three "cost center" records in the GlAccountCategory entity: "Cost Center 1", "Cost Center 2", "Cost Center 3"
> then the title section of the list will be:
> gl account id | code | name | Cost Center 1 |Cost Center 2 | Cost Center 3
> The fields for the "cost center" columns will be input fields where the user will enter the "amountPercentage" of the account for that cost center.
> A) When the user sets the amountPercentage field for a cost center the system will create or update the corresponding GlAccountCategoryMember.
> B) When the user removes the amountPercentage field for a cost center (or sets it to zero) the system will delete the corresponding GlAccountCategoryMember.
> C) The system should check that the total of the sum of all the amountPercentages set for each account is 100 (with no negative values) and prompt for an error if it is not.
> Ideally, operations A, B and C should be done automatically (Ajax) when the cursor is moved outside of the record.

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