Assetsmanagement/Advanced Asset Management/TODO List
Contents |
TECHNICAL DOCUMENTATION: Asset To Do List
Purpose of the Project
The purpose of the project is to add the To Do List functionality to Advanced Asset Management module.
The To Do list is a process that retrieves all the financial invoice lines (both purchase and sales) related to an asset (based on the account type used for the booking) and creates a list of things To Do in the future with this assets, like for example, creating an asset card, add the inventory number, etc.
When the user completes the task, he sets the record as verified and it is automatically hidden the next time the To Do list is updated.
Module information
- Name: Advanced Asset Management: TODO List
- Type: Module
- Description: TODO list feature for the Asset Management module
- Help: This module provides the TODO list capabilities for the Asset Management module.
- Translation Required: Yes
- Module Language: English (USA)
- Is Commercial Module: Yes
- License: Openbravo Commercial License
- Project's homepage: http://forge.openbravo.com/projects/aamtodolist
- Java Package Name: org.openbravo.assetsmanagement.todolist
- DB Prefix: AAMTODO
- Dependencies: Advanced Assets Management
Database
Tables
- AAMTODO_TODOLIST, which corresponds to Financial Management || Advanced Assets || Asset To Do List window
| Column | Datatype | Required | Primary Key | Default |
| aamtodo_todolist_id | character varying(32) | Yes | Yes | |
| ad_client_id | character varying(32) | Yes | No | |
| ad_org_id | character varying(32) | Yes | No | |
| isactive | character(1) | Yes | No | 'Y' |
| created | timestamp without time zone | Yes | No | Now() |
| createdby | character varying(32) | Yes | No | |
| updated | timestamp without time zone | Yes | No | Now() |
| updatedby | character varying(32) | Yes | No | |
| issales | character(1) | Yes | No | 'N' |
| invoiceNo | character varying(30) | Yes | No | |
| invoicelineNo | numeric(10) | Yes | No | |
| c_invoiceline_id | character varying(32) | Yes | No | |
| invoicedate | timestamp without time zone | Yes | No | |
| bookingdate | timestamp without time zone | Yes | No | |
| c_bpartner_id | character varying(32) | Yes | No | |
| c_glitem_id | character varying(32) | Yes | No | |
| isfreightcost | character(1) | Yes | No | 'N' |
| qtyinvoiced | numeric | Yes | No | 0 |
| purpose | character varying(2000) | No | No | |
| aam_asset_card_id | character varying(32) | No | No | |
| hasassetcard | character(1) | Yes | No | 'N' |
| isverified | character(1) | Yes | No | 'N' |
| processed | character(1) | Yes | No | 'N' |
| damaged | character(1) | Yes | No | 'N' |
Triggers
No triggers required
DB functions and procedures
No required
Sequences
No required
Views
No required
Application Dictionary
Windows, Tabs and Fields
The new window Financial Management || Advanced Assets || Asset To Do List will have two tabs at 0 level, one called Purchase for purchase invoice lines, and the other one called Sales for sales invoice lines:
Purchase
- Name: Purchase
- Description: To Do list items related to Purchase invoices
- Help: It shows the To Do list items related to Purchase invoices (AP Invoice)
- Table: AAMTODO_TODOLIST
- UI Pattern: Edit Only
- SQL Where Clause: ISSALES='N' AND PROCESSED='N'
- SQL Order by: INVOICENO ASC, INVOICELINENO ASC
Sales
- Name: Sales
- Description: To Do list items related to Sales invoices
- Help: It shows the To Do list items related to Sales invoices (AR Invoice)
- Table: AAMTODO_TODOLIST
- UI Pattern: Edit Only
- SQL Where Clause: ISSALES='Y' AND PROCESSED='N'
- SQL Order by: INVOICENO ASC, INVOICELINENO ASC
Inside both tabs, we will find the following fields:
| Name | Column | Read Only | Display Logic |
| Client | AD_Client_ID | Y | |
| Organization | AD_Org_ID | Y | |
| Active | Isactive | N | |
| Invoice No. | Invoiceno | Y | |
| Invoice Line | C_Invoiceline_ID | Y | |
| Line No. | Invoicelineno | Y | |
| Invoice Date | Invoicedate | Y | |
| Booking Date | Bookingdate | Y | |
| Business Partner | C_Bpartner_ID | Y | |
| G/L Item | C_Glitem_ID | Y | |
| Is Freight cost | IsFreightCost | Y | |
| Invoiced Quantity | Qtyinvoiced | Y | |
| Purpose | Purpose | Y | |
| Asset Card | AAM_Asset_Card_ID | N | |
| Asset Card Available | Hasassetcard | Y | |
| Asset Card Verified | Isverified | Y | |
| Set as Damaged | Damaged | N | @AAM_Asset_Card_ID@ = ' ' & @Processed@='N' & @Damaged@='N' |
| Set as Verified | Processed | N | ((@AAM_Asset_Card_ID@ ! & @IsFreightCost@='N') OR @IsFreightCost@='Y') & @Processed@='N' & @Damaged@='N' & @Isverified@='N' |
Process
The following processes will be created:
| Search Key | Name | Data Access Level | UI Pattern | Report | Java Class Name | Background | Parameters |
| AssetToDoListUpdater | Asset To Do List Updater | All | Standard | N | org.openbravo.assetsmanagement.todolist.ad_process.AssetToDoListUpdater | N | AD_ORG_ID, DocType |
| AssetTodoListUpdaterBackground | Asset To Do List Updater Background Process | System/Client | Manual | N | org.openbravo.assetsmanagement.todolist.ad_process.AssetToDoListUpdaterBackground | Y | |
| AssetToDoListSetAsDamaged | Set as Damaged | All | Standard | N | N | ||
| AssetToDoListSetAsVerified | Set as Verified | All | Standard | N | N |
Reference List
- Asset To Do list document types
- Type: List
- List Reference: API (AP invoice - Purchase Invoice), ARI (AR invoice - Sales Invoice)
UML Class Diagrams
org.openbravo.assetsmanagement.todolist.ad_process
org.openbravo.assetsmanagement.todolist.ad_actionButton
UML Activity Diagrams
org.openbravo.assetsmanagement.todolist.ad_process.AssetToDoListUpdater
org.openbravo.assetsmanagement.todolist.ad_actionButton.AssetToDoListDamage
org.openbravo.assetsmanagement.todolist.ad_actionButton.AssetToDoListVerify
