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ServicePlanning.txt
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ServicePlanning.txt
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Accounting - Ledger
* Low-level GL posting
** X mantle.ledger.LedgerServices.calculate#AcctgTransTrialBalance (calculateAcctgTransTrialBalance)
** X mantle.ledger.LedgerServices.post#AcctgTrans (postAcctgTrans)
** X get#InvoiceItemGlAccount, get#InvoiceBalanceGlAccount, will be others (no single service like OFBiz completeAcctgTransEntries, unless needed at some point for more general retry or something...)
** X mantle.ledger.LedgerServices.close#FinancialTimePeriod (closeFinancialTimePeriod)
** X mantle.ledger.LedgerServices.post#ReverseAcctgTrans (for the various revert/cancel services)
* Journal Posting
** X mantle.ledger.LedgerServices.calculate#GlJournalTrialBalance (calculateGlJournalTrialBalance)
** X mantle.ledger.LedgerServices.post#GlJournal (postGlJournal)
* High-level Automated GL posting
** Invoice
*** X mantle.ledger.InvoiceAutoPostServices.post#Invoice (createAcctgTransForSalesInvoice, createAcctgTransForPurchaseInvoice, createAcctgTransForCustomerReturnInvoice)
*** X mantle.ledger.InvoiceAutoPostServices.revert#InvoicePost (revertAcctgTransOnCancelInvoice)
** Payment
*** X mantle.ledger.PaymentAutoPostServices.post#Payment (createAcctgTransAndEntriesForIncomingPayment, createAcctgTransAndEntriesForOutgoingPayment)
*** X mantle.ledger.PaymentAutoPostServices.revert#PaymentPost
*** X mantle.ledger.PaymentAutoPostServices.post#PaymentApplication (createAcctgTransAndEntriesForPaymentApplication, createAcctgTransAndEntriesForCustomerRefundPaymentApplication)
*** X mantle.ledger.PaymentAutoPostServices.revert#PaymentApplicationPost (revertAcctgTransOnRemovePaymentApplications)
** Inventory
*** X mantle.ledger.AssetAutoPostServices.post#AssetReceipt (createAcctgTransForShipmentReceipt)
*** X mantle.ledger.AssetAutoPostServices.post#AssetIssuance (createAcctgTransForSalesShipmentIssuance)
*** X mantle.ledger.AssetAutoPostServices.revert#AssetIssuanceOnCancel (createAcctgTransForCanceledSalesShipmentIssuance)
*** X mantle.ledger.AssetAutoPostServices.post#PhysicalInventoryVariance (createAcctgTransForPhysicalInventoryVariance)
** Other
*** mantle.ledger.OtherAutoPostServices.post#WorkEffortCost (createAcctgTransForWorkEffortCost)
*** X mantle.ledger.OtherAutoPostServices.post#FinancialAccountTrans (postFinAccountTransToGl)
* Report view-entities and/or data prep
** X Income Statement (P&L, prepareIncomeStatement)
** X Balance Sheet
** X Cash Flow Statement
** X Retained Earnings Statement
** X Financial Ratios (Liquidity, Activity, Leverage, and Profitability) Report
** X Posted Balance (calculateGlAccountTrialBalance)
Billing Account
* calcBillingAccountBalance
Invoice
* X mantle.account.InvoiceServices.create#EntireOrderPartInvoice (createInvoiceFromOrder, createInvoiceForOrder (based on ItemIssuance records), createInvoiceForOrderAllItems)
* X mantle.account.InvoiceServices.create#SalesShipmentInvoices (createInvoicesFromShipment)
* X mantle.account.InvoiceServices.create#PurchaseShipmentInvoices (createInvoicesFromShipment)
* X mantle.account.InvoiceServices.create#TimeEntryInvoiceItems (addTimesheetToInvoice, addWorkEffortTimeToInvoice)
* X mantle.account.InvoiceServices.create#ProjectInvoice
* X mantle.account.InvoiceServices.cancel#Invoice
* X mantle.account.InvoiceServices.unpay#Invoice
* mantle.account.InvoiceServices.autoApplyTo#Invoice (createMatchingPaymentApplication)
* X mantle.account.PaymentServices.capture#InvoicePayments (capturePaymentsByInvoice) - replaced with capture#AppliedPayment
* X mantle.account.PaymentServices.capture#AppliedPayment
Payment
* Basic Payment
** X mantle.account.PaymentServices.void#Payment (voidPayment)
** X mantle.account.PaymentServices.apply#InvoicePayment, mantle.account.PaymentServices.apply#PaymentToPayment (createPaymentApplication?)
** mantle.account.PaymentServices.autoApply#Payment (createMatchingPaymentApplication)
* Payment Processing
** X mantle.account.PaymentServices.authorize#Payment (Interface) (ccAuthInterface, paymentProcessInterface, payPalProcessInterface, eftProcessInterface)
** X mantle.account.PaymentServices.capture#Payment (Interface) (ccCaptureInterface)
** X mantle.account.PaymentServices.release#Payment (Interface) (paymentReleaseInterface)
** X mantle.account.PaymentServices.refund#Payment (Interface) (paymentRefundInterface)
* Higher-level Payment Processing
** X mantle.account.PaymentServices.authorize#OrderPayments (authOrderPayments)
** X mantle.account.PaymentServices.capture#InvoicePayments (capturePaymentsByInvoice)
** X captureOrderPayments (needed, commonly used? mostly goes through invoices...)
** X releaseOrderPayments
** X refundOrderPayment (refundPayment)
* Payment Processing Test Services
** X mantle.account.PaymentTestServices.alwaysApprove#PaymentAuthorize (alwaysApproveCCProcessor)
** X mantle.account.PaymentTestServices.alwaysDecline#PaymentAuthorization (alwaysDeclineCCProcessor)
** X mantle.account.PaymentTestServices.alwaysFail#PaymentAuthorization (alwaysFailCCProcessor)
** X mantle.account.PaymentTestServices.alwaysBadCardNumber#PaymentAuthorization (alwaysBadCardNumberCCProcessor)
** X mantle.account.PaymentTestServices.alwaysBadExpire#PaymentAuthorization (alwaysBadExpireCCProcessor)
** X mantle.account.PaymentTestServices.alwaysNsf#PaymentAuthorization (alwaysNsfCCProcessor)
** X mantle.account.PaymentTestServices.alwaysApprove#PaymentCapture (testCCCapture, testCCCaptureWithReAuth)
** X mantle.account.PaymentTestServices.alwaysDecline#PaymentCapture (testCCProcessorCaptureAlwaysDecline)
** X mantle.account.PaymentTestServices.alwaysApprove#PaymentRelease (testCCRelease)
** X mantle.account.PaymentTestServices.alwaysApprove#PaymentRefund (testCCRefund)
Financial Account
* Transactions
** X mantle.account.FinancialAccountServices.deposit#FinancialAccount (finAccountDeposit)
** X mantle.account.FinancialAccountServices.withdraw#FinancialAccount (finAccountWithdraw)
** X refund#FinancialAccount needed? (finAccountRefund)
** X createFinAccountTrans (does more than just CrUD stuff)
** X updateFinAccountBalancesFromTrans
** updatePaymentOnFinAccTransStatusSetToCancel
* Authorization
** X mantle.account.FinancialAccountServices.authorize#FinancialAccount (createFinAccountAuth)
** X mantle.account.FinancialAccountServices.expire#FinancialAccountAuth (expireFinAccountAuth)
** X updateFinAccountBalancesFromAuth
* Payment Processing
** X mantle.account.FinancialAccountServices.authorize#FinancialAccountPayment (ofbFaAuthorize)
** X mantle.account.FinancialAccountServices.capture#FinancialAccountPayment (ofbFaCapture)
** X mantle.account.FinancialAccountServices.release#FinancialAccountPayment (ofbFaRelease)
** X mantle.account.FinancialAccountServices.refund#FinancialAccountPayment (ofbFaRefund)
* reconciliation? (reconcileFinAccountTrans, etc; autoFinAccountReconciliation, etc)
* X mantle.account.FinancialAccountServices.disburse#FinancialAccount (createPaymentAndFinAccountTrans)
* expirePaymentAssociationsOnFinAccountTransCancel?