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Trial Balance Implementation #644

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merged 18 commits into from
Sep 2, 2016
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DedrickEnc
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@DedrickEnc DedrickEnc commented Aug 15, 2016

This PR is responsible of trial balance implementation and it will be updated as the work progress and at the end a full description of the PR will land to describe how it is implemented in terms of Technic and functionality.

  • Design of the functionality
  • Structuring components
  • Fetching data and grouping by transaction
  • Switching grouping from transaction to account vice versa
  • Checking transaction logic
  • Error reporting
  • Posting data to the general ledger
  • Basic General Ledger User Interface
  • User Interface polishing and Completing
  • Integration test
  • End to end test

As every check boxes are checked, the PR can have his first review as soon as possible (if the test passes of course)

The trial balance implemented is very closed to the bhima-1.X trial balance in terms of checking rules and UI interfaces chronology.

Notice that a basic UI interface was implemented for the general ledger just to let the browser redirect to this page so that the user can see the posted transactions.

Some routes has been added for :

  • The trial balance as /trial_balance/specific_route (3 in total)
  • The journal /journal/:trans_id (The possibility to fetch a specific transaction), just to make our integration test very rich but an other purpose for this route can be found in the future. Some test for some route has been added as well.

The functionalities implemented has been tested (end to end test and integration test)

Some functionalities can be added in the current such as

  • Deleting a specific transaction during the trial balance process (which can be done separately taking in account the PR size)
  • Adding more functionalities in the error reporting modal (scrolling to a specific transaction in a parent page which is the posting journal page)

@jniles @sfount

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jniles commented Aug 18, 2016

@DedrickEnc, there will be issues with Chart.js version 2.x in bower. If you rebase with master, all should work.

It might be work running npm install and bower install as well.

@DedrickEnc DedrickEnc force-pushed the trialB branch 2 times, most recently from 01d444a to 88ae774 Compare August 26, 2016 16:36
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@jniles
Everything is green

@@ -57,3 +57,20 @@
/* this is full height minus the header crumb and util bar */
height : calc(100vh - 65px - 35px);
}

.error {
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It is preferable to use the bootstrap classes and/or colors to keep uniform style. Are those classes insufficient?

If you must create your own classes, it is clearer to prefix these classes with the component they affect, like bootstrap (e.g bg-danger, btn-primary, etc). Could you put a prefix on these?

ORDER BY p.trans_date DESC;
`;

return db.exec(sql, [ db.bid(record_uuid) ])
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👍

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@jniles
Changes are landed

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jniles commented Sep 2, 2016

@Dedrick, good work.

I'll merge this with the plan being to evolve the Trial Balance UI further into different ui-views. I also noticed that you are still using trans_id for grouping/summing in the Trial Balance server side code - all these should be changed to using record_uuid as well.

@jniles jniles merged commit 33fd134 into IMA-WorldHealth:master Sep 2, 2016
bors bot added a commit that referenced this pull request Jul 19, 2019
3809: Update commitizen to the latest version 🚀 r=jniles a=greenkeeper[bot]


## The devDependency [commitizen](https://github.com/commitizen/cz-cli) was updated from `3.1.2` to `4.0.0`.
This version is **not covered** by your **current version range**.

If you don’t accept this pull request, your project will work just like it did before. However, you might be missing out on a bunch of new features, fixes and/or performance improvements from the dependency update.

---

**Publisher:** [commitizen-bot](https://www.npmjs.com/~commitizen-bot)
**License:** MIT

<details>
<summary>Release Notes for v4.0.0</summary>

<h1><a href="https://urls.greenkeeper.io/commitizen/cz-cli/compare/v3.1.2...v4.0.0">4.0.0</a> (2019-07-18)</h1>
<h3>Bug Fixes</h3>
<ul>
<li><strong>node:</strong> remove node 6 and 8 support (<a href="https://urls.greenkeeper.io/commitizen/cz-cli/issues/649" data-hovercard-type="pull_request" data-hovercard-url="/commitizen/cz-cli/pull/649/hovercard">#649</a>) (<a href="https://urls.greenkeeper.io/commitizen/cz-cli/commit/8931c6b">8931c6b</a>)</li>
</ul>
<h3>BREAKING CHANGES</h3>
<ul>
<li><strong>node:</strong> Removal of two major node versions, 6 and 8 from testing scheme</li>
</ul>
</details>

<details>
<summary>Commits</summary>
<p>The new version differs by 2 commits.</p>
<ul>
<li><a href="https://urls.greenkeeper.io/commitizen/cz-cli/commit/8931c6b9882ad83e07a21800c9caf42454d80952"><code>8931c6b</code></a> <code>fix(node): remove node 6 and 8 support (#649)</code></li>
<li><a href="https://urls.greenkeeper.io/commitizen/cz-cli/commit/ad6f14c6f40f879e2775f12b19a155ed1143b5a2"><code>ad6f14c</code></a> <code>chore(deps): update dependency semantic-release to v15.13.18 (#644)</code></li>
</ul>
<p>See the <a href="https://urls.greenkeeper.io/commitizen/cz-cli/compare/4417fcfc7f4715db48aa2e529cb112f32972d1cf...8931c6b9882ad83e07a21800c9caf42454d80952">full diff</a></p>
</details>

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