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ID
0016796
TypeCategorySeverityReproducibilityDate SubmittedLast Update
defect[Openbravo ERP] 09. Financial managementmajoralways2011-04-13 15:472011-06-27 12:57
ReporterrgorisView Statuspublic 
Assigned Tomirurita 
PrioritynormalResolutionfixedFixed in Versionpi
StatusclosedFix in branchFixed in SCM revisionc399ea037d58
ProjectionnoneETAnoneTarget Version3.0MP2
OSAnyDatabaseAnyJava version
OS VersionDatabase versionAnt version
Product Version3.0RC5SCM revision 
Merge Request Status
Review Assigned To
OBNetwork customerNo
Web browser
ModulesAdvanced Payables and Receivables Mngmt
Support ticket
Regression level
Regression date
Regression introduced in release
Regression introduced by commit
Triggers an Emergency PackNo
Summary

0016796: User is not aware that bank statements cannot be imported without the proper modules installed

DescriptionNow, when trying to Import a bank statement when in financial account, the user is left to her own devices to figure out that she first needs to install a "bank statement format importer" module, such as cuaderno 43 or OFX in order to be able to import the bank statement file. This is not cool as the user can proceed selecting a file (any format) just to later receive an error.

it is also a missed upsell opportunity into Basic Edition.
Proposed SolutionOn click on the Import Bank Statement button, the user receives a warning that there are no import-modules installed. Explain also where and how to do it. Once there (at module management or Exchange) the user will realize soon enough that she needs to have Basic Edition to install OFX or c43 etc.

See image for solution proposal.
TagsNo tags attached.
Attached Filespng file icon InstallImportModule.png [^] (63,788 bytes) 2011-04-13 15:47


png file icon warningBad.png [^] (62,880 bytes) 2011-05-03 14:45


png file icon warningGood.png [^] (60,085 bytes) 2011-05-03 14:46


png file icon WarningNoFileImportExtInstalled.png [^] (63,418 bytes) 2011-05-17 12:35

- Relationships [ Relation Graph ] [ Dependency Graph ]
depends on backport 0016828 closedmirurita User is not aware that bank statements cannot be imported without the proper modules installed 

-  Notes
(0036078)
hgbot (developer)
2011-04-26 09:55

 Repository: erp/devel/pi
Changeset: 11053ddb29cd67ffe72c8997a297d2acb1fc6c41
Author: Mikel Irurita <mikel.irurita <at> openbravo.com>
Date: Fri Apr 15 14:51:26 2011 +0200
URL: http://code.openbravo.com/erp/devel/pi/rev/11053ddb29cd67ffe72c8997a297d2acb1fc6c41 [^]

Fixes issue 16796: show message when no import bank file modules are installed

---
M modules/org.openbravo.advpaymentmngt/src-db/database/sourcedata/AD_MESSAGE.xml
M modules/org.openbravo.advpaymentmngt/src/org/openbravo/advpaymentmngt/ad_actionbutton/ImportBankFile.java
---
(0036317)
rgoris (viewer)
2011-05-03 14:48

 The solution that was built uses a 2.50 style warning message bar. If you choose to use a message inside the popup window then a 3.0 style message bar should be used. See images attached.

Alternatively (which I prefer) the user is not allowed at all to import files so this popup never appears. In this case the warning message appears on top of the form or grid (just as any other message).
(0036765)
hudsonbot (viewer)
2011-05-12 13:26

 A changeset related to this issue has been promoted main and to the
Central Repository, after passing a series of tests.

Promotion changeset: https://code.openbravo.com/erp/devel/main/rev/c40e579fcd38 [^]

Maturity status: Test
(0037066)
rgoris (viewer)
2011-05-17 12:36

 I have added a last image showing the ideal solution which is consistent with overall ob3 behavior.
(0038512)
hgbot (developer)
2011-06-23 10:22

 Repository: erp/devel/pi
Changeset: c399ea037d580b755709c9129d222dccf5668e5d
Author: Mikel Irurita <mikel.irurita <at> openbravo.com>
Date: Thu Jun 23 10:20:37 2011 +0200
URL: http://code.openbravo.com/erp/devel/pi/rev/c399ea037d580b755709c9129d222dccf5668e5d [^]

Fixes issue 16796: import bank statement info message

---
M modules/org.openbravo.advpaymentmngt/src/org/openbravo/advpaymentmngt/ad_actionbutton/ImportBankFile.java
---
(0038514)
hudsonbot (viewer)
2011-06-23 15:03

 A changeset related to this issue has been promoted main and to the
Central Repository, after passing a series of tests.

Promotion changeset: https://code.openbravo.com/erp/devel/main/rev/5614633d86ea [^]

Maturity status: Test
(0038533)
rgoris (viewer)
2011-06-27 11:36

 Looking good. One thing: would it be possible to not show the lightbox (popup) first before showing the message? Now the lightbox flashes for 1/10th of a second when pressing the Import Statement button.
(0038534)
mirurita (viewer)
2011-06-27 12:27

 As the button has a HTML mapping defined the (generated) popup skeleton is shown by default.
In the server logic the popup is closed returning the error message to the opener window. That's why you see the popup for a very short time.
I think we should live with this approach until platform provides a way of handling that.

- Issue History
Date Modified Username Field Change
2011-04-13 15:47 rgoris New Issue
2011-04-13 15:47 rgoris Assigned To => dalsasua
2011-04-13 15:47 rgoris File Added: InstallImportModule.png
2011-04-13 15:47 rgoris Modules => Core
2011-04-13 15:47 rgoris OBNetwork customer => No
2011-04-13 16:01 dalsasua Assigned To dalsasua => mirurita
2011-04-13 16:02 dalsasua Modules Core => Advanced Payables and Receivables Mngmt
2011-04-13 16:02 dalsasua Summary User is not aware that she cannot import bank statements without the proper modules installed => User is not aware that bank statements cannot be imported without the proper modules installed
2011-04-15 14:51 mirurita Status new => scheduled
2011-04-15 14:51 mirurita fix_in_branch => pi
2011-04-26 09:55 hgbot Checkin
2011-04-26 09:55 hgbot Note Added: 0036078
2011-04-26 09:55 hgbot Status scheduled => resolved
2011-04-26 09:55 hgbot Resolution open => fixed
2011-04-26 09:55 hgbot Fixed in SCM revision => http://code.openbravo.com/erp/devel/pi/rev/11053ddb29cd67ffe72c8997a297d2acb1fc6c41 [^]
2011-05-03 14:45 rgoris File Added: warningBad.png
2011-05-03 14:46 rgoris File Added: warningGood.png
2011-05-03 14:48 rgoris Note Added: 0036317
2011-05-03 14:48 rgoris Status resolved => new
2011-05-03 14:48 rgoris Resolution fixed => open
2011-05-12 13:26 hudsonbot Checkin
2011-05-12 13:26 hudsonbot Note Added: 0036765
2011-05-12 17:14 rgoris Target Version => 3.0MP0
2011-05-12 17:14 rgoris fix_in_branch pi =>
2011-05-17 12:35 rgoris File Added: WarningNoFileImportExtInstalled.png
2011-05-17 12:36 rgoris Note Added: 0037066
2011-05-17 12:36 rgoris Status new => scheduled
2011-05-17 15:20 rgoris Target Version 3.0MP0 => 3.0MP1
2011-06-22 19:57 dmitry_mezentsev Target Version 3.0MP1 => 3.0MP2
2011-06-23 10:22 hgbot Checkin
2011-06-23 10:22 hgbot Note Added: 0038512
2011-06-23 10:22 hgbot Status scheduled => resolved
2011-06-23 10:22 hgbot Resolution open => fixed
2011-06-23 10:22 hgbot Fixed in SCM revision http://code.openbravo.com/erp/devel/pi/rev/11053ddb29cd67ffe72c8997a297d2acb1fc6c41 [^] => http://code.openbravo.com/erp/devel/pi/rev/c399ea037d580b755709c9129d222dccf5668e5d [^]
2011-06-23 15:03 hudsonbot Checkin
2011-06-23 15:03 hudsonbot Note Added: 0038514
2011-06-27 11:36 rgoris Note Added: 0038533
2011-06-27 12:27 mirurita Note Added: 0038534
2011-06-27 12:57 rgoris Status resolved => closed
2011-06-27 12:57 rgoris Fixed in Version => pi

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