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Transaction history maintains company name and address as a reference which can change

Open neilt opened this issue 2 years ago • 2 comments

Addresses and company names can be changed after sales orders are created, posted, printed, and payment received giving an incorrect transaction history.

  1. Create a sales invoice
  2. Save sales invoice
  3. Post sales invoice
  4. Create sales order
  5. Print sales order
  6. Cash Receive against sales order
  7. Post cash receipt
  8. Go to balance sheet report and verify cash receipt appears in checking account
  9. Go back to contact and change company name
  10. Go to Addresses and change address
  11. Go to AR search and pull up the sales invoice noted above
  12. Verify that the data has changed to the new company name and address

I assume the same can happened with purchase orders, but did not test.

Branch master as of 459bebc15

neilt avatar Apr 30 '23 13:04 neilt

I think if you are going to reorganize AP, AR, and GL this should be fixed or at least considered at the same time.

neilt avatar Apr 30 '23 13:04 neilt

The shipping address immutablility is on https://github.com/ehuelsmann/LedgerSMB/tree/features/immutable-addresses.

The lack of immutability on the invoice stems (from what I inferred so far) from this query: https://github.com/ledgersmb/LedgerSMB/blob/d59ceb69444edbfe22d4443b0df9f8105e204ff5/old/lib/LedgerSMB/AA.pm#L630-L674 in AA.pm->get_name() which looks up all entity and address data as it is currently registered instead of how it used to be registered...

ehuelsmann avatar Aug 03 '24 18:08 ehuelsmann