개선(improvement) #124
closed
[New-Dev] Add Finance team permission to release/delete PM SEQ./ 재무계정 PM SEQ 릴리즈/삭제 권한 추가
Added by Joseph Vo 10 months ago.
Updated 8 months ago.
Estimated time:
12.00 h (Total: 20.00 h)
Description
Applied Site: Admin
Settlement > Payment > Payment In/Out
Requirements
1. Grant the Finance team authority to directly Release/Delete PM SEQ.
2. Allow multiple PM SEQs to be selected via checkboxes for Release/Delete actions.
https://www.figma.com/design/hyxHVAxBRVNNjQFwMkMkps/Alice-Improvement?node-id=1-327&t=GZbGxdfs76ge8KdR-1 (old link)
https://www.figma.com/design/oi5vrP1HUiPkatfNegvsHo/Settlement?node-id=0-1&t=b984UJlVsRDkhfiO-1 (new link)
- Developer Tasks
1. Set Permission for Finance Team
Grant permission to users with the Finance role to delete or release PM SEQ.
Show/hide the delete function in the UI or admin panel accordingly.
2. Implement PM SEQ Deletion Function
Only allow delete/release of payments whose invoice/billing is not Fully-paid
Add a feature to allow individual PM SEQ entries to be deleted or released.
Include confirmation pop-up and activity log tracking for deletions.
3. Auto-Update Invoice Status
Automatically update the invoice status based on PM SEQ deletion:
If all PM SEQ entries are deleted → status = Non Payment
If at least one PM SEQ remains → status = Processing
4. Auto-Adjust Paid Amount
Deduct the paid amount based on the value of the deleted PM SEQ.
Ensure the UI reflects the adjusted amount in real-time.
5. Data Integrity and Exception Handling
Prevent deletion of PM SEQ entries that have already been settled.
Record all deletions in the system log.
Handle exceptions where related bookings or settlements are linked.
Files
- Related to 결함(Bug) #29: [VOC]HIGH: Request change rate for invoice added
- Subject changed from [New-Dev] Add Finance team permission to release/delete PM SEQ. to [New-Dev] Add Finance team permission to release/delete PM SEQ./ 재무계정 PM SEQ 릴리즈/삭제 권한 추가
- Due date set to 06/02/2025
- Status changed from 신규(New) to 진행(Doing)
- Start date set to 06/02/2025
- Estimated time set to 8.00 h
- Due date changed from 06/02/2025 to 06/03/2025
- % Done changed from 0 to 30
- Due date changed from 06/03/2025 to 06/04/2025
- % Done changed from 30 to 40
- Estimated time changed from 8.00 h to 12.00 h
- Description updated (diff)
- Due date changed from 06/04/2025 to 06/05/2025
- % Done changed from 40 to 70
Figma and the Redmine content are not the same; Figma includes an additional "Allow multiple select -> Delete/Release" option.
- Assignee changed from Tom Dong to ziniy Kang
- Assignee changed from ziniy Kang to Tom Dong
- Related to 결함(Bug) #496: [Improvement] Allow mapping remittance with booking - don't need issue billing added
재무 담당자와 논의한 결과,
리스크가 크기 때문에 Multiple Select → Delete/Release 기능은 개발하지 않고,
1건씩 처리하는 방식(1 by 1)으로 개발하기로 결정하였습니다.
- Description updated (diff)
- Status changed from 진행(Doing) to 완료(Done)
- Assignee changed from Tom Dong to Tracy Tran
1. Phân quyền giới hạn user được phép Delete Deposit
System Code -> Master code: US008: "DEPOSIT"
2. Cập nhật chức năng Release Deposit/ Remitance
3. Điều chỉnh maping depoist -> cho phép mapping paymentSeq PaymentAmount < BalanceAmt của invoice (trước đó nó chỉ cho phép mapping với những payment amount = balanceAmount invoice)
4. Cập nhật cho phép release/delete multiple đối với những invoice và billing cùng invoiceNo/billingNo, còn lại chỉ được phép chọn 1
5. Mở chức năng mapping booking cho remittance (1-1)
- Assignee changed from Tracy Tran to Tom Dong
1. Phân quyền giới hạn user được phép Delete Deposit
System Code -> Master code: US008: "DEPOSIT"
Tracy test: normal user is able to release the PM SEQ
2. Cập nhật chức năng Release Deposit/ Remitance
3. Điều chỉnh maping depoist -> cho phép mapping paymentSeq PaymentAmount < BalanceAmt của invoice (trước đó nó chỉ cho phép mapping với những payment amount = balanceAmount invoice)
> Tested on Dev OK
4. Cập nhật cho phép release/delete multiple đối với những invoice và billing cùng invoiceNo/billingNo, còn lại chỉ được phép chọn 1
> tested and comment on Task
http://3.36.101.60:8080/issues/550
5. Mở chức năng mapping booking cho remittance (1-1)
> Comment in this task
http://3.36.101.60:8080/issues/496
- Status changed from 완료(Done) to 피드백(Feedback)
- Status changed from 피드백(Feedback) to 완료(Done)
- Assignee changed from Tom Dong to Tracy Tran
- Assignee changed from Tracy Tran to Tom Dong
Retested on Dev:
1. Phân quyền giới hạn user được phép Delete Deposit
System Code -> Master code: US008: "DEPOSIT"
Tracy tested again > OK on Dev
2. Cập nhật chức năng Release Deposit/ Remitance > OK on Dev
3. Điều chỉnh maping depoist -> cho phép mapping paymentSeq PaymentAmount < BalanceAmt của invoice (trước đó nó chỉ cho phép mapping với những payment amount = balanceAmount invoice)
Tested on Dev OK
There is a lot of request related to changing amount for booking after invoice has been requested to IT team. It take time to process, request to assign permission for VOC to release/delete amount when invoice/billing is fully paid (restriction for VOC changing only.) Joseph Vo Vo
- Assignee changed from Tom Dong to Tracy Tran
- Build env. changed from Dev to Staging
- Assignee changed from Tracy Tran to Tom Dong
1. Phân quyền giới hạn user được phép Delete Deposit
System Code -> Master code: US008: "DEPOSIT"
Tracy tested on Staging: OK
2. Cập nhật chức năng Release Deposit/ Remitance
3. Điều chỉnh maping depoist -> cho phép mapping paymentSeq PaymentAmount < BalanceAmt của invoice (trước đó nó chỉ cho phép mapping với những payment amount = balanceAmount invoice)
Tested on Staging OK
4. Cập nhật cho phép release/delete multiple đối với những invoice và billing cùng invoiceNo/billingNo, còn lại chỉ được phép chọn 1
tested and comment on Task http://3.36.101.60:8080/issues/550
5. Mở chức năng mapping booking cho remittance (1-1)
Comment in this task http://3.36.101.60:8080/issues/496
- Status changed from 완료(Done) to 진행(Doing)
- Build env. changed from Staging to Prod
- Status changed from 진행(Doing) to 완료(Done)
- Build env. changed from Prod to Staging
- Assignee changed from Tom Dong to Tracy Tran
- Build env. changed from Staging to Prod
Please check again on PROD, thank chị
- Status changed from 완료(Done) to 완료성공(Resolve)
- Assignee changed from Tracy Tran to Tom Dong
1. Phân quyền giới hạn user được phép Delete Deposit
System Code -> Master code: US008: "DEPOSIT"
PROD: OK
2. Cập nhật chức năng Release Deposit/ Remitance
3. Điều chỉnh maping depoist -> cho phép mapping paymentSeq PaymentAmount < BalanceAmt của invoice (trước đó nó chỉ cho phép mapping với những payment amount = balanceAmount invoice)
PROD OK
4. Cập nhật cho phép release/delete multiple đối với những invoice và billing cùng invoiceNo/billingNo, còn lại chỉ được phép chọn 1
Comment on Task http://3.36.101.60:8080/issues/550
5. Mở chức năng mapping booking cho remittance (1-1)
Comment in this task http://3.36.101.60:8080/issues/496
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