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ID
0019149
TypeCategorySeverityReproducibilityDate SubmittedLast Update
defect[Modules] Cuaderno 43majoralways2011-11-23 13:142014-04-01 21:48
ReportermiruritaView Statuspublic 
Assigned Tomirurita 
PriorityurgentResolutionfixedFixed in Version
StatusclosedFix in branchFixed in SCM revisiona92b5a371d4b
ProjectionnoneETAnoneTarget Version
OSAnyDatabaseAnyJava version
OS VersionDatabase versionAnt version
Product Version2.50SCM revision 
Regression date
Regression introduced by commit
Regression level
Review Assigned To
Regression introduced in release
Summary

0019149: Improve algorithm to match business partner when importing cuaderno 43 bank file

DescriptionImprove algorithm to match business partner when importing cuaderno 43 bank file. As bank statement files received are quite different, actual method is too generic
Steps To Reproduce0. install cuaderno 43 module and apply dataset
1. import Bank statement in Financial Account and realize that business partner does not match
Proposed SolutionImprove the algorithm for matching business partner.
Use both concepts fields (concept1 and concept2) of the Cuaderno 43 to do the matching.
Probably the string should be clean, removing for example multiple spaces, numbers and other special characters.
TagsNo tags attached.
Attached Files

- Relationships [ Relation Graph ] [ Dependency Graph ]
related to defect 0019112 closedmirurita Improve algorithm to match business partner when importing cuaderno 43 bank file 

-  Notes
(0043105)
mirurita (developer)
2011-11-23 13:15

 SOLUTION

Cuaderno 43
-----------
  + concept1 and concept2 are used to generate business partner name. (before only concept2 was used). Resultant string is as well filtered to avoid multiple spaces, numbers and special characters (any character not included in abcdefghijklmnopqrstuvwxyzABCDEFGHIJKLMNOPQRSTUVWXYZ)
  + description field in the bank statement line is populated with concept1 and concept2 (not filtered, as they appear in the file).

APRM
----
  + Match Statement popup: matched business partners appear in bold. When the bank statement line has a business partner the business partner will be presented in bold.
  + Matching algorithm for business partners has been improved:
    1) Find a match in previous bank statement for the same financial account.
    2) Try a full match by name
    3) New function to obtain closest match: first filter business partners which name contains one of the tokens and second filter this list with Levenshtein algorithm.
  + Some more constraints added to hql queries (organization validation and financial account validation).
(0043119)
hgbot (developer)
2011-11-23 16:39

 Repository: erp/pmods/org.openbravo.module.cuaderno43.es
Changeset: 4969ef4a81b245b7971ed95ead04e0adfe021568
Author: Mikel Irurita <mikel.irurita <at> openbravo.com>
Date: Wed Nov 23 16:38:33 2011 +0100
URL: http://code.openbravo.com/erp/pmods/org.openbravo.module.cuaderno43.es/rev/4969ef4a81b245b7971ed95ead04e0adfe021568 [^]

Related to issue 19112, issue 19149: Improve algorithm to match business partner when importing cuaderno43

---
M src/org/openbravo/module/cuaderno43/es/utility/Cuaderno43.java
---
(0043122)
hgbot (developer)
2011-11-23 18:01

 Repository: erp/pmods/org.openbravo.advpaymentmngt
Changeset: a92b5a371d4b3608eea2de1482fd9970c707099b
Author: Mikel Irurita <mikel.irurita <at> openbravo.com>
Date: Wed Nov 23 17:59:47 2011 +0100
URL: http://code.openbravo.com/erp/pmods/org.openbravo.advpaymentmngt/rev/a92b5a371d4b3608eea2de1482fd9970c707099b [^]

Fixes issue 19149: Improve algorithm to match business partner when importing cuaderno43

---
M src/org/openbravo/advpaymentmngt/ad_actionbutton/MatchTransaction.java
M src/org/openbravo/advpaymentmngt/ad_actionbutton/MatchTransactionGrid.srpt
M src/org/openbravo/advpaymentmngt/ad_actionbutton/MatchTransactionGrid.xml
M src/org/openbravo/advpaymentmngt/utility/FIN_BankStatementImport.java
---
(0043138)
mirurita (developer)
2011-11-24 09:36

 TESTING PLAN
Expected result in the following cases is to have as business partner name concept1 and concept2 fields concatenated, filtering out multiple spaces, numbers and special characters (any character not included in abcdefghijklmnnopqrstuvwxyzABCDEFGHIJKLMNÑOPQRSTUVWXYZ)

Import a c43 file:
- concept1 and concept2 field not empty.
- concept1 field empty and concept2 field not empty.
- concept1 field not empty and concept2 field empty.
- concept1 field not empty and concept2 field empty.
- concept1 or concept2 having numbers.
- concept1 or concept2 having any special character.
- concept1 or concept2 having multiple spaces.
(0065748)
plujan (manager)
2014-04-01 21:48

 Marked as Closed since it was in Resolved for too long

- Issue History
Date Modified Username Field Change
2011-11-23 13:14 mirurita New Issue
2011-11-23 13:14 mirurita Assigned To => eduardo_Argal
2011-11-23 13:14 mirurita Issue generated from 0019112
2011-11-23 13:15 mirurita Note Added: 0043105
2011-11-23 13:15 mirurita Relationship added related to 0019112
2011-11-23 16:39 hgbot Checkin
2011-11-23 16:39 hgbot Note Added: 0043119
2011-11-23 16:40 mirurita Assigned To eduardo_Argal => mirurita
2011-11-23 18:01 hgbot Checkin
2011-11-23 18:01 hgbot Note Added: 0043122
2011-11-23 18:01 hgbot Status new => resolved
2011-11-23 18:01 hgbot Resolution open => fixed
2011-11-23 18:01 hgbot Fixed in SCM revision => http://code.openbravo.com/erp/pmods/org.openbravo.advpaymentmngt/rev/a92b5a371d4b3608eea2de1482fd9970c707099b [^]
2011-11-24 09:36 mirurita Note Added: 0043138
2014-04-01 21:48 plujan Note Added: 0065748
2014-04-01 21:48 plujan Status resolved => closed

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