Default Disclose to true on all lines

In a Sales batch, only the first line gets Disclose = True automatically. Every other line starts unticked, and the Sales Invoice only prints lines where Disclose is ticked. So users have to remember to tick each remaining line by hand. It's fiddly, and worse, it's easy to miss a line, which means it silently drops off the invoice.

Objective

Flip the default. All Sales lines start with Disclose = True, and users untick the ones they don't want on the invoice. Same outcome, far less manual work, and the failure mode changes from "line quietly missing" to "line the user chose to remove".

In scope

  • Default Disclose = True on all lines in a Sales batch, not just the first

  • Users can still untick any line

  • Applies to lines added after the batch is created, not just the initial set

Out of scope

  • Any change to how the Sales Invoice document decides what to print (it still prints ticked lines only)

  • Other batch types or other uses of the Disclose field

Functional requirements

Default on create. When a Sales line is created, Disclose is set to True. This covers lines created as part of the initial batch and any line added later.

Manual override. Unticking works exactly as it does now. Once a user unticks a line, that stays unticked, nothing re-ticks it on save or refresh.

Existing batches. Open, unposted batches created before the change keep their current tick state. We don't retrospectively tick anything. Worth confirming this is what's wanted.

Validation and audit

  • Standard Catch-e prompts on save

  • Disclose changes should be traceable in the audit trail the same way they are today, so we can tell "user unticked this" apart from "system never ticked it"

Acceptance criteria

  • Creating a Sales batch results in every line having Disclose = True

  • Adding a line to an existing batch gives it Disclose = True

  • Unticking a line stops it printing on the Sales Invoice, and it stays unticked

  • The Sales Invoice prints all ticked lines and nothing else

  • No change to any other batch type

Who Benefits?Users, Companies, Admins
Business ImpactEfficiency
Product CategoryPerformance & Reliability, UI / UX Improvements, Automation & Workflow, Customer Support
PriorityMedium
How valuable is this feature to you? (1-Low, 5-High)5

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Upvoters
Status

Planned

Board
💡

Feature Request

Date

2 months ago

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