[OFBIZ-10902] Have a status on agreement records

• Type: Improvement
• Status: Closed
• Priority: Major
• Resolution: Implemented
• Affects Version/s: Release Branch 16.11, Trunk
• Component/s: accounting
• Assignee: Pierre Smits
• Reporter: Pierre Smits
• Created: 01/Apr/19 11:52
• Updated: 11/Jan/22 09:36
• Resolved: 15/Mar/21 18:36

Description

Pre-amble

Currently, unlike many other entities, the Agreement entity does not have the statusId field defined. Agreements, like the other entities, should have a status (values that help determine the phase of the lifespan beyond the start- and end date of the agreement), such as:

• Created
• In Progress
• Approved
• etc.

Flows

1. Happy flows:
   1. Happy flow a) created ->b) submitted (for review) -> c) reviewed -> d) approved -> e) in effect -> f) concluded (ended)
   2. Same, with more flow: a) created ->b) submitted (for review) -> c) reviewed -> d) adjusted -> e) reviewed -> f) approved -> g) in effect -> h) concluded (ended)
2. Unhappy flows:
   1. Unhappy flow: a) created ->b) submitted (for review) -> c) reviewed -> d) cancelled
   2. Same, whit more flow: a) created ->b) submitted (for review) -> c) reviewed -> d) adjusted -> e) reviewed -> f) cancelled
3. Prematurely ended flows:
   1. Nipped in the bud flow a) created  -> b) cancelled
4. flows from approval (in effect or in execution) till the end-of-times
   1. a) approved -> b) in effect -> c) concluded (ended)
   2. a) approved -> b) in effect -> c) terminated (prematurely ended)

Party Roles

Following Party Roles are involved:

1. Agreement Creator - the party (person) that creates, edit, updates and submits the agreement for review
2. Agreement Reviewer - the party (person) that reviews the agreement on its merits and impact for the company/organisation
3. Agreement Approver - the party (person) that, based on law, regulations and/or business policies approves (or rejects) the agreement
4. Agreement Manager - the party (person) that manages the execution of terms of the agreement after the approval till the end-of-times
5. Agreement Owner - the Party (party group with roleTypeId INTERNAL_ORGANIZATIO, and  and registered in PartyAcctgPreference) that is legally bound by the agreement

 

 

Issue Links

• is depended upon by: OFBIZ-11710 Have widgets to show status and change over time in Agreements
• relates to: OFBIZ-11649 Improve Party Component data set(s)
• links to: PR143