Make customer refunds possible for billing account payments
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Key: OFBIZ-4513
URL: https://issues.apache.org/jira/browse/OFBIZ-4513
Project: OFBiz
Issue Type: Improvement
Components: accounting
Affects Versions: SVN trunk
Reporter: Martin Kreidenweis
We at [Lusini|http://www.lusini.de/] made customer refunds possible for billing
account payments. The following changes were done:
* changed BillingAccountWorker
** now considers refunded payments in balance
** handling cancelled and voided payment correctly when calculating the billing
account unapplied payment sum
*** factored out new method getUnappliedPaymentSum()
* fixed PaymentWorker.getPaymentApplied() to ignore billling-account-only
applications
** according to
http://demo-trunk.ofbiz.apache.org/cmssite/cms/APACHE_OFBIZ_HTML#N20B07
*** "A billing account does not change the flow of the normal Invoice and
Payment processes. It simply allows for a more structured organisation of
Invoices and Payments."
*** so the method should simply ignore payment applications to billing accounts
* improving Billing Account and accounting interface
** added form screen to facilitate the creation also outgoing payments for a
billing account
** adding link to payment from payment list
** show link to payment in payment applications
* InvoiceServices
** fixed InvoiceServices#checkInvoicePaymentApplications and
InvoiceWorker#getInvoiceApplied to distinguish between receipts and
disbursements
*** only auto-applying payments to sales invoices if payment direction matches
invoice type
*** moved duplicate code to new methods in InvoiceWorker, consider applications
in "unconfirmed" status correctly
** removePaymentApplication does not actually remove the PaymentApplication
entity any more when removing the invoice-to-payment application and the
PaymentApplication also stores the application to a billing account
** createInvoiceForOrder only automatically applies incoming payments to sales
invoices and outgoing payments to purchase invoices
* PaymentServices#createPaymentApplication
** when trying to create a payment application with an amount that is higher
than the payment amount, use the payment amount instead
** when trying to apply an amount to an invoice/payment that is higher than the
invoice/payment amount, use the invoice/payment amount instead
** validating the invoice type
*** incoming payments can only be applied to sales invoices and outgoing
payments to purchase invoices
** preventing creation of payment applications with 0 or negative amount
** fixing payment type validation that was added by hansbak in r1186102
*** compared the right entity fields
*** added missing check-errors call
* NOTE: you have to make sure that for billing account payments you use the
captureBillingAccountPayments service instead of the createPaymentApplication
service for applying a payment to an invoice
** only the captureBillingAccountPayments correctly splits the payment
application (split is necessary if payment amount applied to billing account is
different than the one applied to the invoice)
*** This is a side effect of the practice to use the same PaymentApplication
record to both apply the payment to the billing account and to an invoice or
another payment. We kept this behavior. It is problematic though:
**** One issue we did not yet address here is applying payments to other
payments. There is no equivalent of captureBillingAccountPayments when applying
payments to payments; so no payment application split is done here.
* PaymentGatewayServices
** making sure that invoices are not applied to canceled payment when capturing
from the billing account
** fixed missing accounting transaction for invoice payment application with
billing account payment
*** now triggering createAcctgTransAndEntriesForPaymentApplication directly
from captureBillingAccountPayments as this service modifies the
PaymentApplication records directly instead of calling the
createPaymentApplication service -- so the usual SECAs cannot be triggered here
** fixing if statements in test processors
* preserve billingAccountId on PaymentApplications when cancelling invoices
** not deleting PaymentApplication entites any more when un-applying them from
an invoice if they apply the payment to a billing account
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