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Implement the Posting Journal Client #143

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jniles opened this issue Feb 26, 2016 · 0 comments
Closed

Implement the Posting Journal Client #143

jniles opened this issue Feb 26, 2016 · 0 comments

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@jniles
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jniles commented Feb 26, 2016

This issue exists to gather ideas and track the progress of implementing the client-side Posting Journal. It should be referenced and updated as progress is made on the Posting Journal.

Grid Features

  1. Grouping And Sub-grouping
    1. Supported Groups:
      1. Transactions
      2. Accounts
      3. Date
    2. General Functionality:
      1. Allow group headers/footers
      2. Aggregate/Sum columns where applicable (debits, credits, etc)
      3. Display metadata about groups (number of items, grouped value, etc)
  2. Sorting
    1. Supports Multi-level Sorting
    2. [Design Decision] Support sorting on either client or server
    3. Sort Directions:
      1. A-Z (Case Sensitive)
      2. A-z (Case Insensitive)
      3. Z-A (Case Sensitive)
      4. Z-a (Case Insensitive)
  3. Editing
    1. Editors:
      1. Dates (date-picker)
      2. Debtors/Creditors (via modal with conventions, patients, suppliers, etc)
      3. Currency (<select> element)
      4. References (via a "find a reference document" modal)
    2. General Functionality:
      1. Undo/Redo (via buttons (Forward/Backwards) and keyboard (Ctrl-Z/Ctr-R))
      2. Copy/Paste (via buttons (glyphicon-copy/glyphicon-paste) and keyboard (Ctrl-C/Ctrl-V))
      3. Import from Excel
  4. Filtering
    1. Filters
      1. "Greater Than" (>)
      2. "Less Than" (<)
      3. "Greater Than or Equal" (>=)
      4. "Less Than or Equal" (>=)
      5. "Equal" (=)
      6. "Containing" (LIKE %token%)
      7. "Limit" (LIMIT %number%)
    2. General Functionality
      1. Filtering should be additive/aggregating - order takes precedence in filtering the view
      2. Obvious ("Ribbon") UI for adding/removing filters. Inspiration and Another.
      3. Clear filter in any order.
  5. Printing
    1. Print to PDF
      1. Current View
      2. N Records (limited by a max limit)
  6. Persistent Configuration
    1. [Design Decision] Keep configuration in AppCache or the database
    2. Stored Preferences:
      1. Column Ordering
      2. Columns Hiding/Showing
      3. Default Grouping
      4. Default Sort Direction
  7. Context Menu
    1. Support sorting, inline filtering, group by
    2. Active on any row and column (including headers)
  8. Column Reordering/Hiding
    1. Support column reordering (via drag and drop)
    2. Support column hiding (via context menu, recall via configuration modal)
  9. Footers
  10. Show total number of items in view / total number of items in table
  11. Show current page / total number of pages (for pagination)
  12. Show last poll to the server
  13. Exporters
    1. CSV
    2. PDF
    3. HTML (potentially)
@sfount sfount added this to the 2.x Process milestone Apr 8, 2016
@jniles jniles modified the milestones: Finance Implementation, 2.x Process Jun 23, 2016
jniles referenced this issue in jniles/bhima Jan 15, 2017
This commit fixes the bug on uib-dropdown that causes the dropdown to be
consistently focused whenever it is clicked.

Closes #143.
@sfount sfount closed this as completed in 6b6ba12 Feb 6, 2017
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