(Proposal) Make Aged Debtors report group by months #1367
Assignees
Labels
Comments
jniles
added a commit
to jniles/bhima
that referenced
this issue
Oct 31, 2017
This commit implements "Group by Month" on the Aged Creditors page. It transforms the date range from being a simply 30/60/90 range to being this month, last month, and the previous month(s). This allows a much more intuitive grouping for users who are not used to thinking in ranges of 30 days. Closes IMA-WorldHealth#1367.
bors bot
added a commit
that referenced
this issue
Nov 3, 2017
2268: refactor(reports): group aged reports by month r=mbayopanda a=jniles This PR implements month grouping on the Aged Debtors and Aged Creditors reports. It optionally allows a user to bin the values of these reports into month groups instead of just 30/60/90 values. This allows a user to answer the question "what debts do I have this month?" instead of "what debts have I incurred in the last 30 days?". It also permits month to month analysis. This grouping was requested by our clients in Vanga. Closes #1367.
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
The current Aged Debtors report uses intervals of 30, 60, and 90 days, as well as all time. This does not allow very nice performance optimizations using the period totals table. It also is likely less interesting than grouping by months.
I propose we change the grouping to "This Month", "Last Month", "Two Months Ago" and "All Previous Months". This will allow us to leverage looking at the
period_totaltable for the GL balances and then scanning theposting_journalfor the up to date balances. This will reduce the amount of work the server has to do in totaling and such.The text was updated successfully, but these errors were encountered: