Improve initial client setup for non-existing accounts in CoA

Description

The example coa files in data/import/AccountingDE* can not be used for importing. Since there is a new default account P_LANDEDCOSTCLEARING_ACCT needed.

I am not really sure if this directory is the right place to keep localized chart of account files at all. But if it is there and if it is installed with the server package it should be a working file.

Environment

idempiere server package

Activity

Show:
Thomas Bayen
January 15, 2014, 3:40 PM

In the meeting of 2014-15-01 we decided the following:

<tbayen> I could create a new repository to keep the unmaintained and a wikipage to document it and show users the right way. The german coa files go into my translation repository.
<CarlosRuiz> my vote to delete them and point to a wiki page for download
<tbayen> ok. I will take care to prepare that.

and also the following:

<nmicoud> another option would be to modify the initial client setup to allow creation of tenants even if an account is missing (program could create a temp account) ?
<tbayen> But I also like nmicoud s idea to be able to instantiate idempiere without a full coa (or totally without a coa file).
<nmicoud> it's been a long time since i've been in the code of InitialClientSetup, but i think it can be updated this way. WDYT ?
<CarlosRuiz> nmicoud / tbayen - initially I thought is not good to create things in the back of the user
<CarlosRuiz> but thinking maybe we can create a node on the tree called "non-configured default accounts" - create the account with value=defaultname and inactivate that account
<CarlosRuiz> and hengsin added -> I think that can be an option in the initial client setup. not a default but an explicit checkbox that user have to select.
<tbayen> How about a "default coa file" that is included in the classpath and can be choosed with a checkbox in the initial client setup instead of the file chooser?
<CarlosRuiz> well - the proposed flag would enable to install without a CoA

Thomas Bayen
January 16, 2014, 10:08 AM

We will not apply the patch but create a wikipage and a second repository. I withdraw the peer review status.

Carlos Ruiz
March 5, 2014, 3:11 PM

Changed the title of the ticket to reflect better what was suggested on meeting

Carlos Ruiz
May 21, 2014, 3:26 PM

Uploading suggested patch for peer review

Carlos Ruiz
August 1, 2014, 9:19 AM

Implemented this feature, I also used it to improve some additional things on Initial Client Setup:

  • Added flag for Sales Region Accounting

  • Added flag for Activity Accounting

  • Added flag for Use Default CoA

  • Added flag for Inactivate Defaults

  • deleted the unmaintained CoA files from data/import folder

Assignee

Carlos Ruiz

Reporter

Thomas Bayen

Labels

Tested By

None

Affects versions

Priority

Minor
Configure