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https://issues.apache.org/jira/browse/FINERACT-2048?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
]
Francisco Cuandon updated FINERACT-2048:
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Description:
Update the Standing Instructions create form to make amount and recurrence
fields optional when dues instruction type is selected.
Today *As Is* flow have amount and recurrence fields as required, an Standing
Instruction ({*}SI{*}) can be for a Savings Transfer or Loan Repayment. No
matter any of them, all fields are required. *To Be* flow must have applied the
following rules:
* A Savings Transfer only can select *Fixed Amount* instruction type and
*Periodic* recurrence type, that combination allows transfer an amount
following the values for the recurrence fields selected. In this scenario these
values most be required.
* A Loan Repayment can select *Fixed Amount/Dues* instruction type and
*Periodic/As Per Dues* recurrence type.
* When *Fixed Amount* instruction type is selected, *Amount* must be required
and positive greater than zero. For *Dues* instruction type *Amount* is not
required.
* When *Periodic* recurrence type is selected, recurrence *Interval* and
recurrence *Frequency* must be required.
** Only when recurrence *Frequency* selected is *Weeks* or {*}Years{*},
recurrence *OnMonthDay* must be required.
* When *As Per Dues* recurrence type is selected, recurrence fields must be
not required.
These rules allows four possible Standing Instruction scenarios:
* A traditional Savings Transfer,
* A Loan Repayment with Fixed Amount on selected date,
* A Loan Repayment with Dues Amount on selected date and
* A Loan Repayment with Dues Amount based on Repayment Schedule.
was:
When standing instruction type selected is "dues", the following fields should
be optional since they wil be picked from the loan repayment schedule:
* amount,
* interval,
* recurrence frequency,
* on month day
> Make amount and recurrence fields optional for Dues-based Standing
> Instructions
> -------------------------------------------------------------------------------
>
> Key: FINERACT-2048
> URL: https://issues.apache.org/jira/browse/FINERACT-2048
> Project: Apache Fineract
> Issue Type: Bug
> Affects Versions: 1.9.0
> Reporter: John Ruhiu
> Assignee: Francisco Cuandon
> Priority: Major
> Labels: beginner-friendly
> Attachments: Screen Recording 2024-01-25 at 13.25.57.mov
>
>
> Update the Standing Instructions create form to make amount and recurrence
> fields optional when dues instruction type is selected.
> Today *As Is* flow have amount and recurrence fields as required, an Standing
> Instruction ({*}SI{*}) can be for a Savings Transfer or Loan Repayment. No
> matter any of them, all fields are required. *To Be* flow must have applied
> the following rules:
> * A Savings Transfer only can select *Fixed Amount* instruction type and
> *Periodic* recurrence type, that combination allows transfer an amount
> following the values for the recurrence fields selected. In this scenario
> these values most be required.
> * A Loan Repayment can select *Fixed Amount/Dues* instruction type and
> *Periodic/As Per Dues* recurrence type.
> * When *Fixed Amount* instruction type is selected, *Amount* must be
> required and positive greater than zero. For *Dues* instruction type *Amount*
> is not required.
> * When *Periodic* recurrence type is selected, recurrence *Interval* and
> recurrence *Frequency* must be required.
> ** Only when recurrence *Frequency* selected is *Weeks* or {*}Years{*},
> recurrence *OnMonthDay* must be required.
> * When *As Per Dues* recurrence type is selected, recurrence fields must be
> not required.
> These rules allows four possible Standing Instruction scenarios:
> * A traditional Savings Transfer,
> * A Loan Repayment with Fixed Amount on selected date,
> * A Loan Repayment with Dues Amount on selected date and
> * A Loan Repayment with Dues Amount based on Repayment Schedule.
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