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FINERACT-1707: Transaction Summary Report changes #2983

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josehernandezfintecheandomx
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Description

Transaction Summary report updated with the following changes

  • To have Transaction subtype column ( this is payment types in fineract)
  • To have Accural transaction split based on the charge types)
  • Payment type_name = which is nothing but the transaction subtype of the repayments, chargebacks, and any transaction type which is using the payment type dropdown.
  • Charge type = This displays the split of accrual transactions between the types of charges

FINERACT-1707

Screenshot 2023-02-16 at 23 19 07

Checklist

Please make sure these boxes are checked before submitting your pull request - thanks!

  • Write the commit message as per https://github.com/apache/fineract/#pull-requests

  • Acknowledge that we will not review PRs that are not passing the build ("green") - it is your responsibility to get a proposed PR to pass the build, not primarily the project's maintainers.

  • Create/update unit or integration tests for verifying the changes made.

  • Follow coding conventions at https://cwiki.apache.org/confluence/display/FINERACT/Coding+Conventions.

  • Add required Swagger annotation and update API documentation at fineract-provider/src/main/resources/static/legacy-docs/apiLive.htm with details of any API changes

  • Submission is not a "code dump". (Large changes can be made "in repository" via a branch. Ask on the developer mailing list for guidance, if required.)

FYI our guidelines for code reviews are at https://cwiki.apache.org/confluence/display/FINERACT/Code+Review+Guide.

@bharathcgowda
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@adamsaghy @alexivanov could any one of you please help in reviewing this PR?

<!-- Transaction Summary report -->
<changeSet author="fineract" id="3">
<update tableName="stretchy_report">
<column name="report_sql" value="SELECT
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is this working with mysql and postgres as well?

@adamsaghy
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@josehernandezfintecheandomx Kindly fix the conflict and please help me check whether this report is working with mysql and postgres as well? (should we have a test which calls it and check some outcome maybe?)

@bharathcgowda
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@adamsaghy could you please review again and merge please?

@adamsaghy
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@adamsaghy could you please review again and merge please?

I am still waiting on @josehernandezfintecheandomx reply on my questions...

@bharathcgowda
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@adamsaghy the script works both on mysql and postgres.

@adamsaghy adamsaghy merged commit f000de5 into apache:develop Feb 22, 2023
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