개선(improvement) #124
Updated by Tom Dong 9 months ago
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 ** 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.
