Details
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Type:
Task
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Status: Done/Fixed
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Priority:
Major
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Resolution: Fixed/Completed
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Affects Version/s: 4.3.0
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Fix Version/s: 4.3.0
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Component/s: Accounting Integration
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Labels:None
Description
Improve the set of default accounts so that there is one for every default needed.
Improve the set of financial types so that there are reasonable relationships configured with default financial_accounts.
Attachments
Activity
Could you update the tarball creation with data from attached files and assign back to me so that I can QA and pass to dgg.
i have committed the code changes and handled upgrade code but i was unable to regen data since i am getting an error for contact update in sql/GenerateData.php.
Rev: 43433 this morning (PST) on CRM/Utils/Hook/Drupal.php fixes the problem with GenerateData.php
Updated the civicrm_generated.mysql in accounts branch.
Deal with:
1) creating financial types for both types of payment processors (keep a balance of money, flow it right through), including reasonable descriptions
2) deal with payment instrument issue
Please consolidate the deposit bank account and the chequing account in the default data.
Additional changes to financial accounts will be spec'd under a new issue.
This may have regressed. I get this error on r44331, I ran setup.sh, and tried to create a new donation contribution:
Financial Account of account relationship of 'Asset Account is' is not configured for this Financial Type
Sample data files for civicrm_entity_financial_account, civicrm_financial_account, and civicrm_financial_type tables are attached.