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(refactor) Improvements to the Trial Balance #1163
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jniles
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Feb 21, 2017
This commit improves the Trial Balance UI and UX in the following ways: 1. The submit button now disables and enters a loading state after posting to the GL. 2. The grid now right aligns the currency amounts. 3. The grid now uses currency rendering for all amounts. 4. The buttons now behave responsively. 5. The labels no longer bleed into the headercrumb. There are also some performance improvements: 1. Use flat entity access on the grids 2. Use fastWatch 3. Use translate directive where possible Addresses some of the points in IMA-WorldHealth#1163. Closes IMA-WorldHealth#1171.
jniles
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Feb 21, 2017
This commit improves the Trial Balance UI and UX in the following ways: 1. The submit button now disables and enters a loading state after posting to the GL. 2. The grid now right aligns the currency amounts. 3. The grid now uses currency rendering for all amounts. 4. The buttons now behave responsively. 5. The labels no longer bleed into the headercrumb. There are also some performance improvements: 1. Use flat entity access on the grids 2. Use fastWatch 3. Use translate directive where possible Addresses some of the points in IMA-WorldHealth#1163. Closes IMA-WorldHealth#1171.
jniles
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Feb 21, 2017
This commit improves the Trial Balance UI and UX in the following ways: 1. The submit button now disables and enters a loading state after posting to the GL. 2. The grid now right aligns the currency amounts. 3. The grid now uses currency rendering for all amounts. 4. The buttons now behave responsively. 5. The labels no longer bleed into the headercrumb. There are also some performance improvements: 1. Use flat entity access on the grids 2. Use fastWatch 3. Use translate directive where possible Addresses some of the points in IMA-WorldHealth#1163. Closes IMA-WorldHealth#1171.
jniles
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Feb 22, 2017
This commit improves the Trial Balance UI and UX in the following ways: 1. The submit button now disables and enters a loading state after posting to the GL. 2. The grid now right aligns the currency amounts. 3. The grid now uses currency rendering for all amounts. 4. The buttons now behave responsively. 5. The labels no longer bleed into the headercrumb. There are also some performance improvements: 1. Use flat entity access on the grids 2. Use fastWatch 3. Use translate directive where possible Addresses some of the points in IMA-WorldHealth#1163. Closes IMA-WorldHealth#1171.
sfount
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Feb 22, 2017
This commit improves the Trial Balance UI and UX in the following ways: 1. The submit button now disables and enters a loading state after posting to the GL. 2. The grid now right aligns the currency amounts. 3. The grid now uses currency rendering for all amounts. 4. The buttons now behave responsively. 5. The labels no longer bleed into the headercrumb. There are also some performance improvements: 1. Use flat entity access on the grids 2. Use fastWatch 3. Use translate directive where possible Addresses some of the points in #1163. Closes #1171.
Linking prior art: #1042. |
jniles
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Aug 3, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses #1163. Closes #1716.
jniles
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Aug 3, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses IMA-WorldHealth#1163. Closes IMA-WorldHealth#1716.
jniles
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Aug 4, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses IMA-WorldHealth#1163. Closes IMA-WorldHealth#1716.
jniles
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Aug 16, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses IMA-WorldHealth#1163. Closes IMA-WorldHealth#1716.
jniles
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Aug 16, 2017
This commit completely rewrites the Trail Balance removing the old multi-controller headers and replacing it with a single modal controller and substate controllers for the modal body. It also introduces the Trial Balance Service that interacts with the server to load the Trial Balance. Key Differences/Features: 1. Data is loaded a single time - no additional requests are made for data-by-account. 2. Instantaneously switching between error and overview states. 3. More room on the UI grid display 4. ui-grid complexity reduce by removing grid grouping and features. 5. [IN PROGRESS] Links to filter the journal based on the account and transaction. Since all data is loaded on startup, it should remove all issues reported in IMA-WorldHealth#1839. Closes IMA-WorldHealth#1716. Closes IMA-WorldHealth#1163. Closes IMA-WorldHealth#1839.
sfount
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Aug 17, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses #1163. Closes #1716.
sfount
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that referenced
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Aug 17, 2017
This commit completely rewrites the Trail Balance removing the old multi-controller headers and replacing it with a single modal controller and substate controllers for the modal body. It also introduces the Trial Balance Service that interacts with the server to load the Trial Balance. Key Differences/Features: 1. Data is loaded a single time - no additional requests are made for data-by-account. 2. Instantaneously switching between error and overview states. 3. More room on the UI grid display 4. ui-grid complexity reduce by removing grid grouping and features. 5. [IN PROGRESS] Links to filter the journal based on the account and transaction. Since all data is loaded on startup, it should remove all issues reported in #1839. Closes #1716. Closes #1163. Closes #1839.
jniles
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Sep 15, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses #1163. Closes #1716.
jniles
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Sep 15, 2017
This commit completely rewrites the Trail Balance removing the old multi-controller headers and replacing it with a single modal controller and substate controllers for the modal body. It also introduces the Trial Balance Service that interacts with the server to load the Trial Balance. Key Differences/Features: 1. Data is loaded a single time - no additional requests are made for data-by-account. 2. Instantaneously switching between error and overview states. 3. More room on the UI grid display 4. ui-grid complexity reduce by removing grid grouping and features. 5. [IN PROGRESS] Links to filter the journal based on the account and transaction. Since all data is loaded on startup, it should remove all issues reported in #1839. Closes #1716. Closes #1163. Closes #1839.
jniles
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Sep 18, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses #1163. Closes #1716.
jniles
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Sep 18, 2017
This commit completely rewrites the Trail Balance removing the old multi-controller headers and replacing it with a single modal controller and substate controllers for the modal body. It also introduces the Trial Balance Service that interacts with the server to load the Trial Balance. Key Differences/Features: 1. Data is loaded a single time - no additional requests are made for data-by-account. 2. Instantaneously switching between error and overview states. 3. More room on the UI grid display 4. ui-grid complexity reduce by removing grid grouping and features. 5. [IN PROGRESS] Links to filter the journal based on the account and transaction. Since all data is loaded on startup, it should remove all issues reported in #1839. Closes #1716. Closes #1163. Closes #1839.
jniles
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Sep 19, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses #1163. Closes #1716.
jniles
added a commit
that referenced
this issue
Sep 19, 2017
This commit completely rewrites the Trail Balance removing the old multi-controller headers and replacing it with a single modal controller and substate controllers for the modal body. It also introduces the Trial Balance Service that interacts with the server to load the Trial Balance. Key Differences/Features: 1. Data is loaded a single time - no additional requests are made for data-by-account. 2. Instantaneously switching between error and overview states. 3. More room on the UI grid display 4. ui-grid complexity reduce by removing grid grouping and features. 5. [IN PROGRESS] Links to filter the journal based on the account and transaction. Since all data is loaded on startup, it should remove all issues reported in #1839. Closes #1716. Closes #1163. Closes #1839.
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jniles
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Sep 20, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses #1163. Closes #1716.
jniles
added a commit
that referenced
this issue
Sep 20, 2017
This commit completely rewrites the Trail Balance removing the old multi-controller headers and replacing it with a single modal controller and substate controllers for the modal body. It also introduces the Trial Balance Service that interacts with the server to load the Trial Balance. Key Differences/Features: 1. Data is loaded a single time - no additional requests are made for data-by-account. 2. Instantaneously switching between error and overview states. 3. More room on the UI grid display 4. ui-grid complexity reduce by removing grid grouping and features. 5. [IN PROGRESS] Links to filter the journal based on the account and transaction. Since all data is loaded on startup, it should remove all issues reported in #1839. Closes #1716. Closes #1163. Closes #1839.
jniles
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that referenced
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Sep 21, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses #1163. Closes #1716.
jniles
added a commit
that referenced
this issue
Sep 21, 2017
This commit completely rewrites the Trail Balance removing the old multi-controller headers and replacing it with a single modal controller and substate controllers for the modal body. It also introduces the Trial Balance Service that interacts with the server to load the Trial Balance. Key Differences/Features: 1. Data is loaded a single time - no additional requests are made for data-by-account. 2. Instantaneously switching between error and overview states. 3. More room on the UI grid display 4. ui-grid complexity reduce by removing grid grouping and features. 5. [IN PROGRESS] Links to filter the journal based on the account and transaction. Since all data is loaded on startup, it should remove all issues reported in #1839. Closes #1716. Closes #1163. Closes #1839.
jniles
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that referenced
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Sep 22, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses #1163. Closes #1716.
jniles
added a commit
that referenced
this issue
Sep 22, 2017
This commit completely rewrites the Trail Balance removing the old multi-controller headers and replacing it with a single modal controller and substate controllers for the modal body. It also introduces the Trial Balance Service that interacts with the server to load the Trial Balance. Key Differences/Features: 1. Data is loaded a single time - no additional requests are made for data-by-account. 2. Instantaneously switching between error and overview states. 3. More room on the UI grid display 4. ui-grid complexity reduce by removing grid grouping and features. 5. [IN PROGRESS] Links to filter the journal based on the account and transaction. Since all data is loaded on startup, it should remove all issues reported in #1839. Closes #1716. Closes #1163. Closes #1839.
jniles
added a commit
that referenced
this issue
Sep 22, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses #1163. Closes #1716.
jniles
added a commit
that referenced
this issue
Sep 22, 2017
This commit completely rewrites the Trail Balance removing the old multi-controller headers and replacing it with a single modal controller and substate controllers for the modal body. It also introduces the Trial Balance Service that interacts with the server to load the Trial Balance. Key Differences/Features: 1. Data is loaded a single time - no additional requests are made for data-by-account. 2. Instantaneously switching between error and overview states. 3. More room on the UI grid display 4. ui-grid complexity reduce by removing grid grouping and features. 5. [IN PROGRESS] Links to filter the journal based on the account and transaction. Since all data is loaded on startup, it should remove all issues reported in #1839. Closes #1716. Closes #1163. Closes #1839.
jniles
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that referenced
this issue
Sep 25, 2017
This commit refactors the trial balance to show all the trial balance details in the Journal, rather than trying to render a grouped ui-grid on top of another grouped ui-grid. Currently, this has some drawbacks: 1. Because the filtering is done on the server, this requires an additional round-trip to the server. We could reasonably easily implement an inline-filter to take care of this, but it isn't a pattern we've followed so far. 2. Destroys the previous filters; this may not be necessarily understood by the user. We can revert this behavior with an angular.merge() of the two filters (cached and $state defined). Partially addresses #1163. Closes #1716.
jniles
added a commit
that referenced
this issue
Sep 25, 2017
This commit completely rewrites the Trail Balance removing the old multi-controller headers and replacing it with a single modal controller and substate controllers for the modal body. It also introduces the Trial Balance Service that interacts with the server to load the Trial Balance. Key Differences/Features: 1. Data is loaded a single time - no additional requests are made for data-by-account. 2. Instantaneously switching between error and overview states. 3. More room on the UI grid display 4. ui-grid complexity reduce by removing grid grouping and features. 5. [IN PROGRESS] Links to filter the journal based on the account and transaction. Since all data is loaded on startup, it should remove all issues reported in #1839. Closes #1716. Closes #1163. Closes #1839.
bors bot
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Sep 25, 2017
2085: refactor: Posting Journal and Associated Tools r=mbayopanda a=jniles This Pull Request finalizes the refactor of the Posting Journal and associated modules. The commit history contains a full list of changes. In brief: 1. Editing has been moved out into a modal. By breaking out the editing code, the complexity of the Posting Journal is reduced. It also enforces editing a single transaction at a time. 2. The Trial Balance has moved into Stored Procedures. This separates the JS code from the SQL code and speeds up the execution of the Trail Balance slightly. 3. The Trial Balance no longer reloads data between `$state` changes. The modal is much more snappy than previous. 4. Links to the receipts/documents/patients associated with each transaction are embedded in the Posting Journal. This makes it easy to find the details associated with a given transaction. 5. The Posting Journal is able to load "posted" transactions. To accommodate this, the Posting Journal footer has been improved to show the number of unposted or posted transactions. Additionally, the "Posted Journal" module has been removed. There have been a number of miscellaneous bug fixes addressed as well. As with any change, this may introduce new bugs specific to the changes listed above. Partially addresses #1432. Closes #1034. Closes #1163. Closes #1402. Closes #1500. Closes #1640. Closes #1659. Closes #1716. Closes #1717. Closes #1724. Closes #1832. Closes #1839. Closes #1921. Closes #1928. Closes #1934. Closes #1943. Closes #1944. Closes #1948. Closes #1950. Closes #1961. Closes #2031. Closes #2041. --- ### TODO Before Merge - [x] Ensure all keys are translated into both French and English - [x] Ensure tests pass - [x] Make sure all filters/links work on Posting Journal page. - [x] Make sure all filters/links work on the Trial Balance - [x] Ensure all editors work as expected. - [x] Ensure that new code passes lint checks.
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The Trial Balance has never been tested with large amount of data or on older hardware. Here are some improvements from this experience.
Thecancel
button should persist across every view to allow dismissing the modal. (refactor(journal): cancel Trial Balance from all screens #1540)The headercrumb label could use better formatting (do not bleed over the slash)Refactor to behave better on smaller screen / lower resolutions (no pull right, use text-right)Remove outdated warnings (entity_type_id)Format amounts in the enterprise currency on the grid.Display totals on the grid footerTX.TPA.{reference}
for transactions (https://github.com/Vanga-Hospital/bhima-2.X/issues/245)Fig 1: Trial Balance at low resolution
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