Details
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Type:
Improvement
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Status: Closed
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Priority:
Major
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Resolution: Fixed
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Affects Version/s: 3.6.0, 4.0.0-b1
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Fix Version/s: 4.3.0-b1
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Component/s: None
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Labels:None
Description
- Add a new setting under Settings > Company > Billing/Payment > Invoice and Charge Options above the setting "Allow Clients to Create Addons for Existing Services"
- Call the setting "Allow Addon Services to be Synchronized with their Parent Service"
- Add a tooltip that says, "When checked, newly-created addon services that match the parent's monthly or yearly terms will be prorated to the parent's renew date."
- This setting is also used by client group company settings for add/edit, so it should be available and working there too
- Create a migration that adds this company setting and enables it by default
- Update the documentation to describe this setting
- Integrate the functionality that on addon service creation from anywhere in the system, the addon can be synched with the parent service as described below
- In the admin interface, the addon can be created as a new invoice or appended to an existing invoice. We may be able to re-use the ServiceDataPresenter to calculate line items and prorate prices, otherwise we'll need to figure out how to do so otherwise
When an addon service is created from
- An order form
- The admin interface
- The client interface
... the addon should be set the same renew date as the parent service and prorated to that date iff the following conditions are met:
- The setting is enabled to allow addon services to be synchronized with their parent on creation (this is a new setting added for this task)
- The addon term and period are the same as the parent service
- The service periods are either 'month' or 'year'
- The addon package does not have pro rata enabled
When an addon service is created it will renew on the anniversary of its creation date. Instead, addon services should be prorated and synchronized to renew at the same time as their parent services if possible.
Conditions
- The addon service is for the same term and period as the parent, with the exception of one-time services
- The addon package does not have "Enable Pro rata" enabled. This option should take precedence.
It is probably a good idea to add a new setting, enabled by default, for this behavior. It may be desirable for some people to keep these out of sync, and this will maintain backwards compatibility.
Issue Links
Activity
Paul Phillips
created issue -
Paul Phillips
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Affects Version/s | 3.6.0 [ 10803 ] | |
| Affects Version/s | 4.0.0 [ 10603 ] |
Paul Phillips
made changes -
| Fix Version/s | Short Term [ 10800 ] |
Paul Phillips
made changes -
| Description |
When an addon service is created it will renew on the anniversary of its creation date. Instead, addon services should be prorated and synchronized to renew at the same time as their parent services if possible.
*Conditions* * The addon service is for the same term and period as the parent * The addon package does not have "Enable Pro rata" enabled. This option should take precedence. It is probably a good idea to add a new setting, enabled by default, for this behavior. It may be desirable for some people to keep these out of sync, and this will maintain backwards compatibility. |
When an addon service is created it will renew on the anniversary of its creation date. Instead, addon services should be prorated and synchronized to renew at the same time as their parent services if possible.
*Conditions* * The addon service is for the same term and period as the parent * The addon package does not have "Enable Pro rata" enabled. This option should take precedence. * The addon service is not using a pricing period of "One Time" It is probably a good idea to add a new setting, enabled by default, for this behavior. It may be desirable for some people to keep these out of sync, and this will maintain backwards compatibility. |
Paul Phillips
made changes -
| Fix Version/s | 4.1.0 [ 11007 ] | |
| Fix Version/s | Short Term [ 10800 ] |
Paul Phillips
made changes -
| Rank | Ranked higher |
Paul Phillips
made changes -
| Fix Version/s | 4.1.0-b2 [ 11012 ] | |
| Fix Version/s | 4.1.0-b1 [ 11007 ] |
Paul Phillips
made changes -
| Fix Version/s | 4.1.0 [ 11013 ] | |
| Fix Version/s | 4.1.0-b2 [ 11012 ] |
Paul Phillips
made changes -
| Fix Version/s | 4.2.0-b1 [ 11014 ] | |
| Fix Version/s | 4.1.0 [ 11013 ] |
Paul Phillips
made changes -
| Fix Version/s | 4.2.0-b2 [ 11017 ] | |
| Fix Version/s | 4.2.0-b1 [ 11014 ] |
| Rank | Ranked higher |
Paul Phillips
made changes -
| Fix Version/s | 4.2.0 [ 11018 ] | |
| Fix Version/s | 4.2.0-b2 [ 11017 ] |
Paul Phillips
made changes -
| Fix Version/s | 4.3.0-b1 [ 11019 ] | |
| Fix Version/s | 4.2.0 [ 11018 ] |
Tyson Phillips (Inactive)
made changes -
| Description |
When an addon service is created it will renew on the anniversary of its creation date. Instead, addon services should be prorated and synchronized to renew at the same time as their parent services if possible.
*Conditions* * The addon service is for the same term and period as the parent * The addon package does not have "Enable Pro rata" enabled. This option should take precedence. * The addon service is not using a pricing period of "One Time" It is probably a good idea to add a new setting, enabled by default, for this behavior. It may be desirable for some people to keep these out of sync, and this will maintain backwards compatibility. |
When an addon service is created it will renew on the anniversary of its creation date. Instead, addon services should be prorated and synchronized to renew at the same time as their parent services if possible.
*Conditions* * The addon service is for the same term and period as the parent, with the exception of one-time services * The addon package does not have "Enable Pro rata" enabled. This option should take precedence. It is probably a good idea to add a new setting, enabled by default, for this behavior. It may be desirable for some people to keep these out of sync, and this will maintain backwards compatibility. |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Story Points | 8 |
Tyson Phillips (Inactive)
made changes -
| Description |
When an addon service is created it will renew on the anniversary of its creation date. Instead, addon services should be prorated and synchronized to renew at the same time as their parent services if possible.
*Conditions* * The addon service is for the same term and period as the parent, with the exception of one-time services * The addon package does not have "Enable Pro rata" enabled. This option should take precedence. It is probably a good idea to add a new setting, enabled by default, for this behavior. It may be desirable for some people to keep these out of sync, and this will maintain backwards compatibility. |
# Add a new setting under *Settings > Company > Billing/Payment > Invoice and Charge Options* above the setting "Allow Clients to Create Addons for Existing Services"
#* Call the setting "Allow Addon Services to be Synchronized with their Parent Service" #* Add a tooltip that says, "When checked, newly-created addon services that match the parent's monthly or yearly terms will be prorated to the parent's renew date." #* This setting is also used by client group company settings for add/edit, so it should be available and working there too # Create a migration that adds this company setting and enables it by default #* Update the [documentation|https://docs.blesta.com/display/dev/Company+Settings] to describe this setting # Integrate the functionality that on addon service creation from anywhere in the system, the addon can be synched with the parent service as described below #* In the admin interface, the addon can be created as a new invoice or appended to an existing invoice. We may be able to re-use the ServiceDataPresenter to calculate line items and prorate prices, otherwise we'll need to figure out how to do so otherwise When an addon service is created from * An order form * The admin interface * The client interface ... the addon should be set the same renew date as the parent service and prorated to that date iff the following conditions are met: * The setting is enabled to allow addon services to be synchronized with their parent on creation (this is a new setting added for this task) * The addon term and period are the same as the parent service * The service periods are either 'month' or 'year' * The addon package does not have pro rata enabled ---- When an addon service is created it will renew on the anniversary of its creation date. Instead, addon services should be prorated and synchronized to renew at the same time as their parent services if possible. *Conditions* * The addon service is for the same term and period as the parent, with the exception of one-time services * The addon package does not have "Enable Pro rata" enabled. This option should take precedence. It is probably a good idea to add a new setting, enabled by default, for this behavior. It may be desirable for some people to keep these out of sync, and this will maintain backwards compatibility. |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.3.0 Sprint 6 [ 56 ] |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.3.0 Sprint 6 [ 56 ] | 4.3.0 Sprint 5 [ 55 ] |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.3.0 Sprint 5 [ 55 ] | 4.3.0 Sprint 5, 4.3.0 Sprint 6 [ 55, 56 ] |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
| Assignee | Jonathan Reissmueller [ jonathan ] |
Automated transition triggered when Jonathan Reissmueller created a branch in Stash -
| Status | Open [ 1 ] | In Progress [ 3 ] |
| Remaining Estimate | 0 minutes [ 0 ] | |
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Automated transition triggered when Jonathan Reissmueller created pull request #413 in Stash -
| Status | In Progress [ 3 ] | In Review [ 5 ] |
| Resolution | Fixed [ 1 ] |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.3.0 Sprint 5, 4.3.0 Sprint 6 [ 55, 56 ] | 4.3.0 Sprint 5, 4.3.0 Sprint 6, 4.3.0 Sprint 7 [ 55, 56, 57 ] |
Tyson Phillips (Inactive)
made changes -
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Tyson Phillips (Inactive)
made changes -
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Tyson Phillips (Inactive)
made changes -
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Tyson Phillips (Inactive)
made changes -
| Sprint | 4.3.0 Sprint 5, 4.3.0 Sprint 6, 4.3.0 Sprint 7, 4.3.0 Sprint 8 [ 55, 56, 57, 58 ] | 4.3.0 Sprint 5, 4.3.0 Sprint 6, 4.3.0 Sprint 7, 4.3.0 Sprint 8, 4.3.0 Sprint 9 [ 55, 56, 57, 58, 60 ] |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked higher |
| Time Spent | 3 days, 1 hour, 14 minutes [ 90840 ] | 3 days, 1 hour, 44 minutes [ 92640 ] |
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| Worklog Id | 11232 [ 11232 ] |
| Worklog Id | 11232 [ 11232 ] |
Tyson Phillips (Inactive)
made changes -
| Sprint | 4.3.0 Sprint 5, 4.3.0 Sprint 6, 4.3.0 Sprint 7, 4.3.0 Sprint 8, 4.3.0 Sprint 9 [ 55, 56, 57, 58, 60 ] | 4.3.0 Sprint 5, 4.3.0 Sprint 6, 4.3.0 Sprint 7, 4.3.0 Sprint 8, 4.3.0 Sprint 9, 4.3.0 Sprint 10 [ 55, 56, 57, 58, 60, 61 ] |
Tyson Phillips (Inactive)
made changes -
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| Worklog Id | 11247 [ 11247 ] |
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Automated transition triggered when Tyson Phillips (Inactive) merged pull request #46 in Stash -
| Status | In Review [ 5 ] | Closed [ 6 ] |
Tyson Phillips (Inactive)
made changes -
Tyson Phillips (Inactive)
made changes -
