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Exporting the Chart of Accounts to Excel gives confusing columns. #2436

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jniles opened this issue Jan 2, 2018 · 1 comment · Fixed by #2440
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Exporting the Chart of Accounts to Excel gives confusing columns. #2436

jniles opened this issue Jan 2, 2018 · 1 comment · Fixed by #2440
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jniles commented Jan 2, 2018

Exporting the chart of accounts to Excel from the Account Management module gives a really confusing export. I created a custom chart of accounts for fun, and have uploaded it here to demonstrate:
Chart of Accounts 2018-1-2.xlsx

Observe that we have multiple columns discussing title accounts:

  1. type (comes from an SQL join on type_id)
  2. is_title (a legacy column in the account table)
  3. is_title_account (computed ... somewhere. It looks like it is hardcoded to be TRUE when type_id === 3).

None of these columns correspond! This is very confusing. I propose we remove all hard-coded references to the title accounts as 3 and remove the is_title account until we actually use it.
@jniles jniles added the Refactor label Jan 2, 2018
@jniles jniles self-assigned this Jan 9, 2018
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jniles commented Jan 9, 2018

I'll tackle this one.

jniles added a commit to jniles/bhima that referenced this issue Jan 9, 2018
@jniles
fix(accounts): unify account types
483b3f3 
This commit removes all the `is_` account prefixes to replace them with
account_type checks instead.  The only one actually used was `is_title`
which has been replaced with an account type check.

Closes Third-Culture-Software#2436.
@jniles jniles mentioned this issue Jan 9, 2018
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bors bot added a commit that referenced this issue Jan 14, 2018
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Merge #2440
c2d886a 
2440: Fix: Chart of Accounts r=jniles a=jniles

This PR fixes two bugs in the accounts management:
 1. It removes all `is_*` columns from the account table.  These should typically be represented as `type_id`s. 
 2. Properly computes the `$$treeLevel` on the Accounts Management grid.  The previous version of the code did not factor in an undefined "depth" resulting in broken grouping behavior.

Closes #2436.
Closes #2433.
@bors bors bot closed this as completed in #2440 Jan 14, 2018
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Fix: Chart of Accounts jniles/bhima
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