From issue #738020: Link node record to invoice item

Having some way of flagging an invoice as "sent".
An invoice can then be prepared and edited before presented to the customer.

When "sent" users (even the author) will NOT be able to edit/delete the invoice.
A new permission could be created to allow users to edit/delete.

Further discussion regarding whether to use a new flag or to use the 'unpublished' flag instead to control this.

Comments

juliangb’s picture

juliangb CreditAttribution: juliangb commented

Personally I'd go for a new flag rather than unpublishing the nodes.

tchurch’s picture

tchurch CreditAttribution: tchurch commented

Maybe could expand this to cover the following issues:
#835360: Flag - invoice "sent to customer".
#468694: Completed tasks
#782858: Allowing viewing/adding to "not published" invoices

1) New column on an attribute - "locked". If this attribute should be treated as not allowed (if function available). A tick box, like active/default.
2) A new attribute for "invoice status" - Users can define their own values but defaults would be:
draft, final (locked), sent (locked).
3) Change viewing of invoices in drop-down for "add to existing" to not show locked invoice numbers.
4) Remove "edit"/"delete" options from all Storm node types if node is locked.
5) Change all drop-down lists to remove locked items (so users cannot add sub-items to completed/locked items).

Open points:
1) New permissions to allow view/edit/delete of locked items?
May not be needed. Just change status if you want to change it.

I would try and split the patches logically over the issues to add the features in the correct place.