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Create budget from contract

Open tinne opened this issue 6 years ago • 2 comments

There should be a functionality to generate a budget from a contract. This should work like the Create Budget functionality, except that several fields are prefilled with contract and other budget based data:

  • Budget title should default to the Contract name
  • Contract should default to the referrer Contract
  • Net Budget Total should default to the contract budget, minus the sum of the other budget totals referring to the same contract
  • If the Net Budget Total upon save exceeds the proposed value, the system suggests to extend the Contract value by the excess value (the excess value and the new total in net and gross must be shown in the confirmation dialog). The Budget cannot be saved otherwise.

With this functionality, a one by one contract:budget setup could be created with one click. Splitting contracts into several budgets could be significantly eased.

tinne avatar Feb 07 '19 13:02 tinne

If the Net Budget Total upon save exceeds the proposed value, the system suggests to extend the Contract value by the excess value (the excess value and the new total in net and gross must be shown in the confirmation dialog). The Budget cannot be saved otherwise.

@tinne should the system only suggest an increase of the contract budget value with the additional information? Or should there be an option to adjust the contract budget value automatically without the need to manual editing the contract myself?

FrederikSchlemmer avatar Nov 12 '20 09:11 FrederikSchlemmer

The system should issue a warning that if the budget value is adjusted as given, the contract value increases to a new target amount (and state this amount). If the user confirms, the adjustments are made. Else, the budget value is reset to the maximum possible value without adjustment.

tinne avatar Dec 07 '20 15:12 tinne