Mantle Business Artifacts version 1.2.0

Mantle Business Artifacts 1.2.0 is a major new feature and bug fix release.

This release is based on Moqui Framework 1.6.0.

There are over 740 commits since the last release and an increase in size from around 40k lines to around 48k lines of text (primarily XML, Groovy, and FTL files). Over 5k lines were moved to the SimpleScreens project (report and printed doc templates, MyAccount app). Mantle has 338 entities (plus 154 view entities), and 481 services (118 new since last release).

Mantle is focused on being a low-level business artifacts library, in other words data model and logic but no user interface. The My Account app and the various templates in the mantle-usl component have been moved to the new SimpleScreens project, making Mantle more focused on this objective. Another improvement in this direction is a well organized remotely accessible API using the new Service REST feature in Moqui Framework.

The new Mantle REST API has 352 services. This API can be viewed and services called through the Swagger UI with links from the Moqui Tools app. The REST API is not only useful for remote access by dynamic web apps and mobile or desktop client applications, but also as a reference for the services and entities to use for common business operations.

One major area that was missing in previous releases was return processing, and this release includes that functionality with an enhanced data model, services for general return processing, and automated tests.

There are many advanced new features including: EDI (X12 Rec 850, Send 855, Send 856, Send 810, and Send/Rec 997); OFX import and reconcile; NACHA export; positive pay export for a few banks; Cash Flow Statement, Retained Equity Statement, and Financial Ratios report services; and the AuthorizeDotNet component is now part of Mantle.

There are also many basic accounting enhancements with improved demo GL structure, better handling of invoice and payment cancel/void/change, and services to adjust an invoice and post the adjustment to the GL. There is also now GL posting for physical inventory variance, WIP inventory, and improved period closing and time period handling. Overall the accounting functionality is refined and more complete to handle common business needs.

With this release Mantle Business Artifacts is now a comprehensive foundation for ERP systems.

For complete release notes see:

https://github.com/moqui/mantle/blob/master/ReleaseNotes.txt

Mantle Business Artifacts version 1.1.0

Mantle Business Artifacts 1.1.0 is a new feature and bug fix release with primary key and other changes not backward compatible with the previous release.

Mantle 1.1.0 is based on Moqui Framework 1.5.3.

There are over 650 commits since the last release and an increase in size from around 30k lines to over 40k lines of text (primarily XML, Groovy, and FTL files). The My Account app has 15 screens and 34 forms. Mantle has 330 entities (plus 137 view entities), and 363 services. Mantle supports a wide range of business information and processes with this small code base.

Significant new features include expanded time entry, human resources, and payroll functionality. There are now entities and services in place to handle salary and hourly/piece employees (contract and permanent, etc), and all employee and tax authority details to calculate payroll taxes and create and pay payroll invoices and payments.

There is new functionality for Financial Accounts to better support deposits and withdrawals and related GL postings.

Improved Inventory and Fixed Asset GL postings and account mapping configuration options based on asset type and class. Implemented fixed asset depreciation calculation and GL posting.

There are a number of improvements to the Product data model with more options for structured data and content across defined product classes.

Non Backward Compatible Changes:

• This version requires an update to existing databases to add the
  isPayable field as a PK field for the PaymentMethodTypeGlAccount entity.
• The demo GL Accounts have been restructured and expanded (see notes in
  ZaaGlAccountsDemoData.xml).
• Item Types (order, invoice, etc) have been simplified for easier invoice
  entry (removed ItemAsset variations) and expanded for payroll, etc.
• Added assetTypeEnumId and assetClassEnumId to Product entity and
  simplified ProductType enumerations (productTypeEnumId); some changes
  to data and code may be necessary to populate properly, see the notes
  in the comments under the Product entity in ProductDefinitionEntities.xml
• The PK of ProductDimension has the new dimensionTypeId field instead
  of the dimensionTypeEnumId field.
• The ProductContent, PartyContent, and WorkEffortContent entities have
  been changed to use a single sequenced primary key field and restructured
  for consistency.
• The AssetTypeGlAccount entity now uses a single PK, added classEnumId.

For complete release notes see:
https://github.com/moqui/mantle/blob/master/ReleaseNotes.txt

Mantle Business Artifacts Release 1.0.1

Mantle Business Artifacts 1.0.1 is a minor new feature and bug fix release.

Mantle 1.0.1 is based on Moqui Framework 1.5.2.

New Features:

• Added DataDocument definitions for current and projected inventory data
  including assets, order items, production run consume and produce
  estimates and production estimates
• Added mantle.product.InventoryReportServices.get#InventoryProjectedInfo
  service to query indexed inventory data documents and get summary data
  by product; much more could be done with the indexed documents, including
  graphs of data over time
• Added Facility.pseudoId field, like those on Party, Product, etc;
  populated from facilityId by default, can be edited by user and used to
  display a more friendly ID
• Better support for accounting for sales of third party inventory
• Purchase Orders are now automatically set to complete when the last item
  is received, just like Sales Orders are when the last item is packed

Bug Fixes:

• Fixed issue updating task (WorkEffort) time from TimeEntry when the last
  one is removed
• Fixed quantity type lost on find#ProductPriceRecord (used in calc price)

Mantle Business Artifacts Release 1.0.0

Mantle Business Artifacts 1.0.0 is a major new feature and bug fix release.

Mantle 1.0.0 is based on Moqui Framework 1.5.0.

This release is a major milestone for Mantle as a foundation for ERP
systems. Most new features in this release were done as part of development
of an industry-specific ERP application using the approach of putting all
general data and logic artifacts in Mantle. This has driven design and
implementation of entities and services to manage various common end-to-end
processes and a wide variety of business scenarios.

With this release there is general functionality for: Invoice, Payment,
GL Transaction/Journal/Period, Financial (balance) Account, Asset
(inventory, equipment, supplies, etc), Production (manufacturing),
Purchasing, Receiving, Sales, Shipping, and the configuration to manage
related settings. There are also significant flexibility improvements to
provide extension points for industry specific functionality.

There are new features based on project management and accounting features
from HiveMind and another project management application that is being
built based on Mantle.

See more detailed release notes at: https://github.com/moqui/mantle/blob/master/ReleaseNotes.txt

Mantle Business Artifacts Release 0.5.1

Mantle Business Artifacts 0.5.1 is a minor new feature and bug fix release.
This release is based on Moqui Framework 1.4.0.

The main new features in this release are ecommerce related including
product pricing rules, shipping charge calculation by rules, and tax
calculation by rules.

Mantle Business Artifacts Release 0.5.0

This is the initial release of Mantle Business Artifacts (version 0.5.0). It is based on Moqui Framework 1.3.2. This version covers procure to pay, order to cash, and work plan to cash processes including:

• Purchase and Sales Orders (for goods, services, materials, etc; POs for inventory and equipment/supplies/etc)
• Project, Task, and Request management with time and expense recording, billable/payable rates by project/task/client/worker/etc
• Incoming and Outgoing Invoices with a wide variety of item types and an XSL:FO template for print or email
• Automatic invoice generation for purchase orders (AP), sales orders (AR), project client time and expenses (AR), project vendor/worker time and expenses (AP)
• Payments, both manually recorded and automatic through payment processing interfaces; applying payments to invoices
• Fulfillment of sales orders (including basic picking and packing) and receiving of purchase orders
• Inventory management including issuance and receipt, and inventory reservation for sales orders
• Automated GL account posting of incoming and outgoing invoices, outgoing and incoming payments, payment application, and inventory receipt and issuance
• General GL functionality for time periods, validation of transactions to post, time period closing
• Balance Sheet and Income Statement reports (and basic posted amounts and account balance by time period summaries)

The automated tests are a great example of functionality and a good reference for where data ends up. They include complete flows with service calls and data validation for purchase orders (procure to pay), sales orders (order to cash), and billable projects with client and vendor/worker invoice/payment (work plan to cash).

Mantle Business Artifacts Preview for Moqui Framework 1.3.1

Mantle Business Artifacts Preview for Moqui Framework 1.3.1

Mantle Business Artifacts Preview for Moqui Framework 1.3.0

Changed default project expense invoice status to In Process, can be …

…manually changed to Paid to be ready for bill through