fixing failing test cases and updating documentation for account transfers
This commit is contained in:
+72
-93
@@ -1370,20 +1370,20 @@
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<td><a href="#accountingrules_delete">Delete a Accounting Rule</a></td>
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</tr>
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<tr>
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<td><a href="#officeglaccount">Office GL Account Mappings</a></td>
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<td><a href="#officeglaccount">Mapping Financial Activities to Accounts</a></td>
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<td>financialactivityaccounts</td>
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<td><a href="#financialactivityaccounts_create">Create Office GL Account Mapping</a><br> </td>
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<td><a href="#financialactivityaccounts_list">List Journal Entries</a></td>
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<td><a href="#financialactivityaccounts_create">Create Financial Activity to Account Mapping</a><br> </td>
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<td><a href="#financialactivityaccounts_list">List Financial Activities to Accounts Mappings</a></td>
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<td></td>
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<td></td>
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</tr>
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<tr>
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<td></td>
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<td>financialactivityaccounts/{entryId}</td>
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<td>financialactivityaccounts/{financialActivityAccountId}</td>
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<td></td>
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<td><a href="#financialactivityaccounts_retrieve">Retrieve a single Entry</a></td>
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<td><a href="#financialactivityaccounts_update">Update Office GL Account Mapping</a></td>
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<td><a href="#financialactivityaccounts_delete">Delete Office GL Account Mapping</a></td>
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<td><a href="#financialactivityaccounts_retrieve">Retrieve a Financial Activity to Account Mapping</a></td>
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<td><a href="#financialactivityaccounts_update">Update a Financial Activity to Account Mapping</a></td>
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<td><a href="#financialactivityaccounts_delete">Delete a Financial Activity to Account Mapping</a></td>
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</tr>
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@@ -28579,29 +28579,27 @@ Content-Type: application/json
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<a id="officeglaccount" name="officeglaccount" class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h3>Office GL Accounting Mappings</h3>
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<h3>Mapping Financial Activities to Accounts</h3>
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<p>
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These are the Branch level intermediate accounts to move funds between banches
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Organization Level Financial Activities like Asset and Liability Transfer can be mapped to GL Account. Integrated accounting takes these accounts into consideration when an Account transfer is made between a savings to loan/savings account and vice-versa
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</p>
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<table class=matrixHeading>
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<tr class="matrixHeadingBG">
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<td><div class="mifosXHeading2">Field Descriptions</div></td>
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</tr>
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<tr class=alt>
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<td>officeId</td>
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<td>financialActivityId</td>
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</tr>
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<tr>
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<td class=fielddesc>The identifier of the office (
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cost center) at which the financial activity
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occurs</td>
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<td class=fielddesc>The identifier of the Financial Activity
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</td>
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</tr>
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<tr class=alt>
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<td>liabilityTransferInSuspenseAccountId</td>
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<td>glAccountId</td>
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</tr>
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<tr>
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<td class=fielddesc>The identifier of the liability account (
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Ledger Account) against which transfer journal entry
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should made
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<td class=fielddesc>The identifier of a GL Account (
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Ledger Account) which shall be used as the default account for the selected Financial Activity
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</td>
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</tr>
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</table>
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@@ -28611,68 +28609,44 @@ Content-Type: application/json
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<a id="financialactivityaccounts_list" name="financialactivityaccounts_list" class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h4>List Office Level GL Account Mappings</h4>
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<p>The <i>list</i> of Account Mapping entries through <b>pagination</b> and <b>sorting</b>.</p>
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<h5>Optional Arguments</h5>
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<dl class="argument-list">
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<dt>offset</dt>
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<dd>
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Integer <span>optional</span>, defaults to 0
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</dd>
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<dd>Indicates from what result to start from.</dd>
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<dt>limit</dt>
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<dd>
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Integer <span>optional</span>, defaults to 200
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</dd>
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<dd>Restricts the size of results returned. To override the default and return all entries you must explicitly pass a non-positive integer value for limit e.g. limit=0, or limit=-1</dd>
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<dt>orderBy</dt>
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<dd>
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String <span>optional</span>, one of <span>displayName, accountNo, officeId, officeName</span>
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</dd>
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<dd>Orders the results by the field indicated.</dd>
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<dt>sortBy</dt>
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<dd>
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String <span>optional</span>, one of <span>ASC, DESC</span>
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</dd>
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<dd>Indicates what way to order results if <i>orderBy</i> is used.</dd>
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<dt>officeId</dt>
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<dd>
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Integer <span>optional</span>
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</dd>
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<dd>Provides ability to restrict list of centers returned based on the office there associated with.</dd>
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</dl>
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<p>Example Requests:</p>
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<h4>List Financial Activities to Accounts Mappings</h4>
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<p>Example Requests:</p>
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<div class=apiClick>financialactivityaccounts</div>
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<br>
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<div class=apiClick>financialactivityaccounts?orderBy=id&sortOrder=DESC</div>
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</div>
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</div>
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<div class="method-example">
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<code class="method-declaration">
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GET https://DomainName/api/v1/financialactivityaccounts
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</code>
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<code class="method-response">
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{
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"totalFilteredRecords": 1,
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"pageItems": [
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{
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"id": 1,
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"officeData": {
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"id": 2,
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"name": "Office_BX38"
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},
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"glAccountData": {
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"id": 29,
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"name": "ACCOUNT_NAME_P9UWO",
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"glCode": "LIABILITY_7E1401198314394"
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}
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}]}
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[
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{
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"id": 1,
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"financialActivityData": {
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"id": 200,
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"name": "liabilityTransfer",
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"mappedGLAccountType": "LIABILITY"
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},
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"glAccountData": {
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"id": 55,
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"name": "Liability Transfer (Temp)",
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"glCode": "220004-Temp"
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}
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},
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{
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"id": 2,
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"financialActivityData": {
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"id": 100,
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"name": "assetTransfer",
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"mappedGLAccountType": "ASSET"
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},
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"glAccountData": {
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"id": 33,
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"name": "Petty Cash",
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"glCode": "20302"
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}
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}
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]
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</code>
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</div>
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</div>
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@@ -28680,13 +28654,13 @@ GET https://DomainName/api/v1/financialactivityaccounts
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<a id="financialactivityaccounts_create" name="financialactivityaccounts_create" class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h4>Create Office GL Account</h4>
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<h4>Create a new Financial Activity to Accounts Mapping</h4>
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<table class=matrixHeading>
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<tr class="matrixHeadingBG">
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<td><div class="mifosXHeading2">Mandatory Fields</div></td>
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</tr>
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<tr class=alt>
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<td>officeId, liabilityTransferInSuspenseAccountId
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<td>financialActivityId, glAccountId
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</td>
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</tr>
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@@ -28703,8 +28677,8 @@ POST financialactivityaccounts
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Content-Type: application/json
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Request Body:
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{
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"officeId": 1,
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"liabilityTransferInSuspenseAccountId" : 2
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"financialActivityId": 200,
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"glAccountId":2
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}
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</code>
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<code class="method-response">
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@@ -28718,28 +28692,32 @@ Request Body:
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<a id="financialactivityaccounts_update" name="financialactivityaccounts_update" class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h4>Update Office GL Account Mappings</h4>
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<h4>Update a Financial Activity to Account Mapping</h4>
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<p>
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the API Updates the mapping GL Accoiunt for office.
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the API updates the Ledger account linked to a Financial Activity
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<br>
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</p>
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</div>
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<div class="method-example">
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<code class="method-declaration">
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POST https://DomainName/api/v1/financialactivityaccounts/1
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PUT https://DomainName/api/v1/financialactivityaccounts/{financialactivityaccountId}
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</code>
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<code class="method-request">
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POST financialactivityaccounts
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PUT financialactivityaccounts
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Content-Type: application/json
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Request Body:
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{
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"liabilityTransferInSuspenseAccountId": 2
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"financialActivityId": 200,
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"glAccountId":3
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}
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</code>
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<code class="method-response">
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{
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"liabilityTransferInSuspenseAccountId": 2
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"resourceId": 2,
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"changes": {
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"glAccountId": 3
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}
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}
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</code>
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@@ -28751,26 +28729,27 @@ Request Body:
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class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h4>Retrieve a single Entry</h4>
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<h4>Retrieve a Financial Activity to Account Mapping</h4>
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<p>Example Requests:</p>
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<div class=apiClick>financialactivityaccounts/1</div>
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<br>
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</div>
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<div class="method-example">
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<code class="method-declaration">
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GET https://DomainName/api/v1/financialactivityaccounts/{entryId}
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GET https://DomainName/api/v1/financialactivityaccounts/{financialactivityaccountId}
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</code>
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<code class="method-response">
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{
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"id": 1,
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"officeData": {
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"id": 2,
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"name": "Office_BX38"
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"financialActivityData": {
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"id": 200,
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"name": "liabilityTransfer",
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"mappedGLAccountType": "LIABILITY"
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},
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"glAccountData": {
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"id": 29,
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"name": "ACCOUNT_NAME_P9UWO",
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"glCode": "LIABILITY_7E1401198314394"
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"id": 55,
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"name": "Liability Transfer (Temp)",
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"glCode": "220004-Temp"
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}
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}
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</code>
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@@ -28781,14 +28760,14 @@ GET https://DomainName/api/v1/financialactivityaccounts/{entryId}
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class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h4>Delete Office GL Mapping</h4>
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<h4>Delete a Financial Activity to Account Mapping</h4>
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</div>
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<div class="method-example">
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<code class="method-declaration">
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GET https://DomainName/api/v1/financialactivityaccounts/{mappingId}
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DELETE https://DomainName/api/v1/financialactivityaccounts/{financialactivityaccountId}
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</code>
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<code class="method-request">
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POST financialactivityaccounts/C1MAE935K0IAEYA?command=reverse
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DELETE financialactivityaccounts/1?
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Content-Type: application/json
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</code>
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<code class="method-response">
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