Create initial account change UI

Description

The user needs a UI to enter and submit requests for account changes. The user should be presented with a grid similar to the table in the diagram that results in a Set<AccountTransition> objects to be passed to the AccountChangeService.post method. The user needs to be able to create, edit, and delete AccountTransition objects from this UI.

  • Add a new menu item named Account Change under the Utilities menu

  • Add a new view containing a UI similar to that shown in the attached image

    • UI should have a grid listing all account transitions/changes to be performed

      • Grid should have a delete button, fromAccount, toAccount for each transition

    • UI should have an Apply button above the table that submits the account transitions to the service

    • UI should have a drop-down for selecting the fiscal year to which these changes will be applied. The drop-down should only list open fiscal years. This field should be required and defaulted to the current fiscal year. Add a validator to make sure this is required.

    • UI should have a Create button above the grid that adds a new row to the grid

    • Selecting accounts should be done using the existing AccountComboBox

  • The UI also needs to have a shortcut for the user to create a new account. Ideally, we would like a detail viewer for creating an ExpenditureAccount or RevenueAccount to popup on the screen via a button in the UI. Make an attempt to implement this and see if it is doable in a reasonable amount of time. If there are significant problems with this, we will just require the user to go create the new account in a different browser tab for this initial pass. If it is doable, prompt the user with a popup to select whether they want to create an expenditure account or a revenue account after clicking the create button to determine which detail viewer needs to be shown.

  • Also address issues found in USASRCR-2065:

    • Change repository methods to return object instead of id's

    • Change asserts in repository methods to use Spring's Assert.isTrue method

    • Fix instanceof check in AccountChangeServiceImpl to be isAssignableFrom

    • Remove eventManager.withoutEvents from AccountChangeServiceImpl

    • Make accountChangeServiceImpl transactional

  • Note: we don't want to tie up the UI

Per 12/5 & 12/19 meetings - changes

  • create accountChangeRequest

    • similar to AccountTransition but also add a status with values: new, pending, in progress, completed, failed

  • need to be able to delete requests from the grid, but accountTransitions are not deleteable

Environment

None

Attachments

1

Activity

Jason Klinger January 31, 2018 at 7:11 PM

Change dropdown to only show open fiscalYears.

Dave Smith January 25, 2018 at 5:43 PM

approved for 120 payment. 

Fixed

Details

Assignee

Reporter

Fix versions

120 Eligible

Yes

Time tracking

1w 2d 3h logged

Components

Affects versions

Priority

Better PDF Exporter

Created October 12, 2017 at 4:51 PM
Updated February 22, 2018 at 3:25 PM
Resolved February 22, 2018 at 3:25 PM

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