[OpenVPMS Developers] [JIRA] Created: (OVPMS-960) Streamline invoicing

Submitted by tony on Tue, 17/08/2010 - 01:00

General developer's discussion

Streamline invoicing --------------------

Key: OVPMS-960 URL: https://openvpms.atlassian.net/browse/OVPMS-960 Project: VPMS Web Application Issue Type: Improvement Components: Customer Affects Versions: 1.4 Reporter: Tim Anderson Assignee: Tony De Keizer Fix For: 1.4

From http://www.openvpms.org/project/streamlining-invoicing

The following changes need to be made to improve invoice editing:

h4. 1. Add 'Completed' and 'In Progress' buttons to the CustomerInvoiceEditDialog

These would set the invoice status to *COMPLETED* and *IN_PROGRESS* respectively, and close the dialog

h4. 2. Automatically add a new invoice item when creating an invoice

The focus should move to the new invoice item, rather than focus in Notes

h4. 3. Automatically add another invoice item when an invoice item is complete

When an invoice item is populated with valid data, a new invoice item should be created if there is no other incomplete item. Focus should move to the new item. If completion of the invoice item pops up a dialog (e.g medication) the the focus should move to the new item when the dialog is closed.

h4. 4. Automatically added items that are unpopulated are to be deleted on OK/Completed/In Progress

If an automatically added item is unpopulated (i.e all fields are at their default values), then these are # ignored for the purposes of validation # automatically removed from if any of the buttons exiting the editor are pressed

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[OpenVPMS Developers] [JIRA] Commented: (OVPMS-960) Streamline i

Submitted by tony on Tue, 17/08/2010 - 12:00.

[ https://openvpms.atlassian.net/browse/OVPMS-960?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12008#action_12008 ]

Matt Costa commented on OVPMS-960: ----------------------------------

Can we add requirement for shortcut keys for the new buttons.

Otherwise perfect. I will update project spec in website. Will need a cost though.

> Streamline invoicing > -------------------- > > Key: OVPMS-960 > URL: https://openvpms.atlassian.net/browse/OVPMS-960 > Project: VPMS Web Application > Issue Type: Improvement > Components: Customer > Affects Versions: 1.4 > Reporter: Tim Anderson > Assignee: Tony De Keizer > Fix For: 1.4 > > > From http://www.openvpms.org/project/streamlining-invoicing > The following changes need to be made to improve invoice editing: > h4. 1. Add 'Completed' and 'In Progress' buttons to the CustomerInvoiceEditDialog > These would set the invoice status to *COMPLETED* and *IN_PROGRESS* respectively, and close the dialog > h4. 2. Automatically add a new invoice item when creating an invoice > The focus should move to the new invoice item, rather than focus in Notes > h4. 3. Automatically add another invoice item when an invoice item is complete > When an invoice item is populated with valid data, a new invoice item should be created if there is no other incomplete item. > Focus should move to the new item. > If completion of the invoice item pops up a dialog (e.g medication) the the focus should move to the new item when the dialog is closed. > h4. 4. Automatically added items that are unpopulated are to be deleted on OK/Completed/In Progress > If an automatically added item is unpopulated (i.e all fields are at their default values), then these are > # ignored for the purposes of validation > # automatically removed from if any of the buttons exiting the editor are pressed

[OpenVPMS Developers] [JIRA] Updated: (OVPMS-960) Streamline inv

Submitted by tony on Thu, 19/08/2010 - 00:00.

[ https://openvpms.atlassian.net/browse/OVPMS-960?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Tim Anderson updated OVPMS-960: -------------------------------

Fix Version/s: (was: 1.4)

> Streamline invoicing > -------------------- > > Key: OVPMS-960 > URL: https://openvpms.atlassian.net/browse/OVPMS-960 > Project: VPMS Web Application > Issue Type: Improvement > Components: Customer > Affects Versions: 1.4 > Reporter: Tim Anderson > Assignee: Tony De Keizer > > From http://www.openvpms.org/project/streamlining-invoicing > The following changes need to be made to improve invoice editing: > h4. 1. Add 'Completed' and 'In Progress' buttons to the CustomerInvoiceEditDialog > These would set the invoice status to *COMPLETED* and *IN_PROGRESS* respectively, and close the dialog > h4. 2. Automatically add a new invoice item when creating an invoice > The focus should move to the new invoice item, rather than focus in Notes > h4. 3. Automatically add another invoice item when an invoice item is complete > When an invoice item is populated with valid data, a new invoice item should be created if there is no other incomplete item. > Focus should move to the new item. > If completion of the invoice item pops up a dialog (e.g medication) the the focus should move to the new item when the dialog is closed. > h4. 4. Automatically added items that are unpopulated are to be deleted on OK/Completed/In Progress > If an automatically added item is unpopulated (i.e all fields are at their default values), then these are > # ignored for the purposes of validation > # automatically removed from if any of the buttons exiting the editor are pressed

[OpenVPMS Developers] [JIRA] Updated: (OVPMS-960) Streamline inv

Submitted by tony on Sat, 04/09/2010 - 00:00.

[ https://openvpms.atlassian.net/browse/OVPMS-960?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Tim Anderson updated OVPMS-960: -------------------------------

Description: From http://www.openvpms.org/project/streamlining-invoicing

The following changes need to be made to improve invoice editing:

h4. 1. Add 'Completed' and 'In Progress' buttons to the CustomerInvoiceEditDialog

These would set the invoice status to *COMPLETED* and *IN_PROGRESS* respectively, and close the dialog

h4. 2. Automatically add a new invoice item when creating an invoice

The focus should move to the new invoice item, rather than focus in Notes

h4. 3. Added items that are unpopulated are to be deleted on OK/Completed/In Progress

If an added item is unpopulated (i.e all fields are at their default values), then these are # ignored for the purposes of validation # automatically removed from if any of the buttons exiting the editor are pressed

h4. 4. Add shortcuts to select the next/previous invoice item

Currently, to switch between invoice items requires either: # selecting them with the mouse in the table # navigating to the table with tab/shift-tab and selecting the item with the arrow keys

Adding keyboard shortcuts to select them would simplify this. The shortcuts could be attached to buttons Next and Previous, displayed alongside Add and Delete. Alternatively, they could just be attached to the form, and be documented. Suggestions for possible shortcuts: * Alt-X (next), Alt-R (previous) - these are used by the existing Next and Previous buttons, so are consistent * Alt-N, Alt-P (problem with edit dialogs that have Print button) * Alt - < (previous), Alt - > (next)

h4. 5. Disable the Add button when the current item is incomplete

If an item is incomplete, pressing Add does not add a new item - the click is ignored. The Add button should be disabled to indicate that addition is not available.

was: From http://www.openvpms.org/project/streamlining-invoicing

The following changes need to be made to improve invoice editing:

h4. 1. Add 'Completed' and 'In Progress' buttons to the CustomerInvoiceEditDialog

These would set the invoice status to *COMPLETED* and *IN_PROGRESS* respectively, and close the dialog

h4. 2. Automatically add a new invoice item when creating an invoice

The focus should move to the new invoice item, rather than focus in Notes

h4. 3. Automatically add another invoice item when an invoice item is complete

h4. 4. Automatically added items that are unpopulated are to be deleted on OK/Completed/In Progress

> Streamline invoicing > -------------------- > > Key: OVPMS-960 > URL: https://openvpms.atlassian.net/browse/OVPMS-960 > Project: VPMS Web Application > Issue Type: Improvement > Components: Customer > Affects Versions: 1.4 > Reporter: Tim Anderson > Assignee: Tony De Keizer > > From http://www.openvpms.org/project/streamlining-invoicing > The following changes need to be made to improve invoice editing: > h4. 1. Add 'Completed' and 'In Progress' buttons to the CustomerInvoiceEditDialog > These would set the invoice status to *COMPLETED* and *IN_PROGRESS* respectively, and close the dialog > h4. 2. Automatically add a new invoice item when creating an invoice > The focus should move to the new invoice item, rather than focus in Notes > h4. 3. Added items that are unpopulated are to be deleted on OK/Completed/In Progress > If an added item is unpopulated (i.e all fields are at their default values), then these are > # ignored for the purposes of validation > # automatically removed from if any of the buttons exiting the editor are pressed > h4. 4. Add shortcuts to select the next/previous invoice item > Currently, to switch between invoice items requires either: > # selecting them with the mouse in the table > # navigating to the table with tab/shift-tab and selecting the item with the arrow keys > Adding keyboard shortcuts to select them would simplify this. > The shortcuts could be attached to buttons Next and Previous, displayed alongside Add and Delete. > Alternatively, they could just be attached to the form, and be documented. > Suggestions for possible shortcuts: > * Alt-X (next), Alt-R (previous) - these are used by the existing Next and Previous buttons, so are consistent > * Alt-N, Alt-P (problem with edit dialogs that have Print button) > * Alt - < (previous), Alt - > (next) > h4. 5. Disable the Add button when the current item is incomplete > If an item is incomplete, pressing Add does not add a new item - the click is ignored. > The Add button should be disabled to indicate that addition is not available.

[OpenVPMS Developers] [JIRA] Commented: (OVPMS-960) Streamline i

Submitted by tony on Sun, 05/09/2010 - 23:00.

[ https://openvpms.atlassian.net/browse/OVPMS-960?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12040#action_12040 ]

Tim Anderson commented on OVPMS-960: ------------------------------------

Time estimates: 1. Add 'Completed' and 'In Progress' buttons to the CustomerInvoiceEditDialog - 1 hour 2. Automatically add a new invoice item when creating an invoice - 1 hour 3. Added items that are unpopulated are to be deleted on OK/Completed/In Progress - 4 hours 4. Add shortcuts to select the next/previous invoice item - 2 hours 5. Disable the Add button when the current item is incomplete - 1 hour

> Streamline invoicing > -------------------- > > Key: OVPMS-960 > URL: https://openvpms.atlassian.net/browse/OVPMS-960 > Project: VPMS Web Application > Issue Type: Improvement > Components: Customer > Affects Versions: 1.4 > Reporter: Tim Anderson > Assignee: Tony De Keizer > > From http://www.openvpms.org/project/streamlining-invoicing > The following changes need to be made to improve invoice editing: > h4. 1. Add 'Completed' and 'In Progress' buttons to the CustomerInvoiceEditDialog > These would set the invoice status to *COMPLETED* and *IN_PROGRESS* respectively, and close the dialog > h4. 2. Automatically add a new invoice item when creating an invoice > The focus should move to the new invoice item, rather than focus in Notes > h4. 3. Added items that are unpopulated are to be deleted on OK/Completed/In Progress > If an added item is unpopulated (i.e all fields are at their default values), then these are > # ignored for the purposes of validation > # automatically removed from if any of the buttons exiting the editor are pressed > h4. 4. Add shortcuts to select the next/previous invoice item > Currently, to switch between invoice items requires either: > # selecting them with the mouse in the table > # navigating to the table with tab/shift-tab and selecting the item with the arrow keys > Adding keyboard shortcuts to select them would simplify this. > The shortcuts could be attached to buttons Next and Previous, displayed alongside Add and Delete. > Alternatively, they could just be attached to the form, and be documented. > Suggestions for possible shortcuts: > * Alt-X (next), Alt-R (previous) - these are used by the existing Next and Previous buttons, so are consistent > * Alt-N, Alt-P (problem with edit dialogs that have Print button) > * Alt - < (previous), Alt - > (next) > h4. 5. Disable the Add button when the current item is incomplete > If an item is incomplete, pressing Add does not add a new item - the click is ignored. > The Add button should be disabled to indicate that addition is not available.

[OpenVPMS Developers] [JIRA] Commented: (OVPMS-960) Streamline i

Submitted by tony on Wed, 22/09/2010 - 21:00.

[ https://openvpms.atlassian.net/browse/OVPMS-960?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12072#action_12072 ]

Matt Costa commented on OVPMS-960: ----------------------------------

Fully pledged.

> Streamline invoicing > -------------------- > > Key: OVPMS-960 > URL: https://openvpms.atlassian.net/browse/OVPMS-960 > Project: VPMS Web Application > Issue Type: Improvement > Components: Customer > Affects Versions: 1.4 > Reporter: Tim Anderson > Assignee: Tony De Keizer > > From http://www.openvpms.org/project/streamlining-invoicing > The following changes need to be made to improve invoice editing: > h4. 1. Add 'Completed' and 'In Progress' buttons to the CustomerInvoiceEditDialog > These would set the invoice status to *COMPLETED* and *IN_PROGRESS* respectively, and close the dialog > h4. 2. Automatically add a new invoice item when creating an invoice > The focus should move to the new invoice item, rather than focus in Notes > h4. 3. Added items that are unpopulated are to be deleted on OK/Completed/In Progress > If an added item is unpopulated (i.e all fields are at their default values), then these are > # ignored for the purposes of validation > # automatically removed from if any of the buttons exiting the editor are pressed > h4. 4. Add shortcuts to select the next/previous invoice item > Currently, to switch between invoice items requires either: > # selecting them with the mouse in the table > # navigating to the table with tab/shift-tab and selecting the item with the arrow keys > Adding keyboard shortcuts to select them would simplify this. > The shortcuts could be attached to buttons Next and Previous, displayed alongside Add and Delete. > Alternatively, they could just be attached to the form, and be documented. > Suggestions for possible shortcuts: > * Alt-X (next), Alt-R (previous) - these are used by the existing Next and Previous buttons, so are consistent > * Alt-N, Alt-P (problem with edit dialogs that have Print button) > * Alt - < (previous), Alt - > (next) > h4. 5. Disable the Add button when the current item is incomplete > If an item is incomplete, pressing Add does not add a new item - the click is ignored. > The Add button should be disabled to indicate that addition is not available.

[OpenVPMS Developers] [JIRA] Updated: (OVPMS-960) Streamline inv

Submitted by tony on Wed, 22/09/2010 - 22:00.

[ https://openvpms.atlassian.net/browse/OVPMS-960?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Tim Anderson updated OVPMS-960: -------------------------------

Assignee: Tim Anderson (was: Tony De Keizer) Fix Version/s: 1.5

> Streamline invoicing > -------------------- > > Key: OVPMS-960 > URL: https://openvpms.atlassian.net/browse/OVPMS-960 > Project: VPMS Web Application > Issue Type: Improvement > Components: Customer > Affects Versions: 1.4 > Reporter: Tim Anderson > Assignee: Tim Anderson > Fix For: 1.5 > > > From http://www.openvpms.org/project/streamlining-invoicing > The following changes need to be made to improve invoice editing: > h4. 1. Add 'Completed' and 'In Progress' buttons to the CustomerInvoiceEditDialog > These would set the invoice status to *COMPLETED* and *IN_PROGRESS* respectively, and close the dialog > h4. 2. Automatically add a new invoice item when creating an invoice > The focus should move to the new invoice item, rather than focus in Notes > h4. 3. Added items that are unpopulated are to be deleted on OK/Completed/In Progress > If an added item is unpopulated (i.e all fields are at their default values), then these are > # ignored for the purposes of validation > # automatically removed from if any of the buttons exiting the editor are pressed > h4. 4. Add shortcuts to select the next/previous invoice item > Currently, to switch between invoice items requires either: > # selecting them with the mouse in the table > # navigating to the table with tab/shift-tab and selecting the item with the arrow keys > Adding keyboard shortcuts to select them would simplify this. > The shortcuts could be attached to buttons Next and Previous, displayed alongside Add and Delete. > Alternatively, they could just be attached to the form, and be documented. > Suggestions for possible shortcuts: > * Alt-X (next), Alt-R (previous) - these are used by the existing Next and Previous buttons, so are consistent > * Alt-N, Alt-P (problem with edit dialogs that have Print button) > * Alt - < (previous), Alt - > (next) > h4. 5. Disable the Add button when the current item is incomplete > If an item is incomplete, pressing Add does not add a new item - the click is ignored. > The Add button should be disabled to indicate that addition is not available.

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[OpenVPMS Developers] [JIRA] Created: (OVPMS-960) Streamline invoicing

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[OpenVPMS Developers] [JIRA] Commented: (OVPMS-960) Streamline i

[OpenVPMS Developers] [JIRA] Updated: (OVPMS-960) Streamline inv

[OpenVPMS Developers] [JIRA] Updated: (OVPMS-960) Streamline inv

[OpenVPMS Developers] [JIRA] Commented: (OVPMS-960) Streamline i

[OpenVPMS Developers] [JIRA] Commented: (OVPMS-960) Streamline i

[OpenVPMS Developers] [JIRA] Updated: (OVPMS-960) Streamline inv