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[BRUKERHISTORIE] Updated Overview of Financial Transaction in Database [NSG] #8

Open MadsBDamgaard opened 5 years ago

MadsBDamgaard commented 5 years ago

As a: software provider I wish to read all database entries from "bookkeeping reference implementation" (or actual business system)

So that... I can provide the end-user (company) with an updated financial overview of the database entries at aggregated level for user-specified periods (from 1 day, 1 week, to last 6-12 months).

Overview means: key indicators (profit, loss, expenses in overall categories, VAT due, unpaid invoices, loan expenses key indicators should be presented in a visually appealing form, so that average people understand.

Relatert til epos: Informasjonsforvaltning/behov_NSG#2

Lenke til design: Lenke til løsningsarkitektur:

MadsBDamgaard commented 5 years ago

I wonder if we should merge this with Informasjonsforvaltning/behov_NSG#7 since these two stories could be used for some of the same things and the functional capability is exactly the same (in the current formulation)?

ekoskent commented 5 years ago

I wonder if we should merge this with Informasjonsforvaltning/behov_NSG#7 since these two stories could be used for some of the same things and the functional capability is exactly the same (in the current formulation)?

I think we should.

ekoskent commented 5 years ago

In order to improve the usability of the data I suggest to pare the individual transactions data documents in to one document upon responding to the request. possible to parse the business transactions before returning them on request so that the header part would be created:

journal $current_time $currencyOfBusinessAccounting $companyID $companyName After these common structures, adding all the elements from the actual business transactions.
ekoskent commented 5 years ago

Suggest to add a parameter for the request for all business transactions: period (from which period the data is requested). The posting date for vouchers can be read from the business transaction details or it can be added to the data base to facilitate the request.

In the reference implementation data base some basic information should be added about the company: companyID, companyName, accountingCurrency.