[Bug 31606] New: Enhance acquisitions to allow ordering on next year's budget when still in current year.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Bug ID: 31606 Summary: Enhance acquisitions to allow ordering on next year's budget when still in current year. Change sponsored?: --- Product: Koha Version: master Hardware: All OS: All Status: NEW Severity: enhancement Priority: P5 - low Component: Acquisitions Assignee: koha-bugs@lists.koha-community.org Reporter: rkuiper@roundrocktexas.gov QA Contact: testopia@bugs.koha-community.org Created attachment 140860 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=140860&action=edit Full description of problem of end-of-year processing & possible solution. The topic of end-of-year processing has come up regularly in the koha-us Acquisitions SIG. Librarians would like to have a way to order things for the next year when still in the current year and have the items showing up on the next year's budget. Example: our library has a fiscal year that goes from Oct 1 to Sept 30. A popular book will release October 15. We want to order the book in August. We would like to have the item ordered on the new fiscal year starting October. How do we do that? I have attached a Word document that more fully explains the issue and I have suggested a solution that I think will work for both EDI and non-EDI vendors. Please look over the solution and share any problems or improvements. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Barbara Johnson <barbara.johnson@bedfordtx.gov> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |barbara.johnson@bedfordtx.g | |ov --- Comment #1 from Barbara Johnson <barbara.johnson@bedfordtx.gov> --- I would love to have this functionality! Our library is in the same situation as Rhonda’s where we need to be able know the exact status of how much we’ve spent and how much is outstanding in our current fiscal year which goes through the end of September - but we also want to start pre-ordering materials for the next fiscal year. We’ve handled this in two ways over the years. One is to stop ordering anything that we aren’t sure will fill before the end of the current fiscal and wait to order it until the next fiscal year. That means we don’t get the newest materials on time and patrons are not happy about that. The other method is to go ahead and just keeping ordering but attempt to track how much of what is encumbered will actually fill during the current year in an Excel spreadsheet. This takes way too much time and is error prone. So +1 for this bug. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Ashley Johnson <ajohnson@jcls.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |ajohnson@jcls.org --- Comment #2 from Ashley Johnson <ajohnson@jcls.org> --- Agreed. Our library system is in a similar situation. This functionality sounds ideal. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #3 from Katrin Fischer <katrin.fischer@bsz-bw.de> --- What our libraries do here is create the budget for next year when they need to do that (before the end of year actions) and start odering there. You can have 2 and more active budgets in Koha and can still later close them and move the open orders. But maybe I am missing something? -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #4 from Rhonda Kuiper <rkuiper@roundrocktexas.gov> --- I think this works in some cases. The problem comes when we create the order on the vendor site and upload that in Koha. The grids used on the vendor side contains the fund code but no indication of which budget. We have the same Fund code for both budgets to be able to roll over budgets at the end of the year. Koha doesn't have a way of knowing which budget to attach the orders to. That is why we want the ability to update the fund code in batch mode. In the case of EDI ordering (US), when Koha receives the orders, there is no way for Koha to know which budget to adjust. From my experience, it just uses the first budget code that it finds that matches. That is why we need something in the plugin to pass the budget ID so the correct budget is adjusted. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #5 from Katrin Fischer <katrin.fischer@bsz-bw.de> --- Thx for explaining! So if I understood correctly, this would be something like: * Use fund id instead of code (maybe optional) when uploading orders to Koha * Batch edit orders to change the fund they are assigned to Maybe these could be split into 2 bugs with this as an omnibus. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Amanda Campbell <acampbell@hmcpl.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |acampbell@hmcpl.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #6 from Rhonda Kuiper <rkuiper@roundrocktexas.gov> --- I can't think of a way to get the fund id in the grid coming from the vendor. I have been brain storming with Nick at KohaCon about this and an idea he had was - For the cases where we are add to a basket from 'a new file' or 'a staged file' that there would be a dropdown next to 'a new file' or 'a staged file' to allow selecting the budget the basket is for. - When receiving, always use the current year's budget because that will be the year that it will be paid for. The budgets have the dates and Koha could use that information. I have attached a mockup for the 'add to a basket' part. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #7 from Rhonda Kuiper <rkuiper@roundrocktexas.gov> --- Created attachment 140958 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=140958&action=edit a mockup of the change to the add to basket -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #8 from Rhonda Kuiper <rkuiper@roundrocktexas.gov> --- Created attachment 141004 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=141004&action=edit Shows the different ways the fund drop down is organized in Koha. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #9 from Rhonda Kuiper <rkuiper@roundrocktexas.gov> --- It would be helpful if the fund drop down was display/organized as it is on the item receiving page with the funds grouped under the appropriate budget header. When ordering, the funds display by alphabetical order with no indication what fund they are associated with. (see attachment 'fund drop down') -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Ann Flournoy <aflournoy@cityofkeller.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |aflournoy@cityofkeller.com -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Daphne Hoolahan <dch@interleaf.ie> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |dch@interleaf.ie -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |aleisha@catalyst.net.nz --- Comment #10 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 148574 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=148574&action=edit Default accounting details tab gives option to select a fund for all orders from a file Hi all, I've found an option to select a fund for all orders from a file. It is found under the 'Default accounting details' tab, visible at the same stage as selecting items from the file to order. I believe this addresses the need to batch edit orders to apply a fund. Can you please advise, where would it be useful to store the budget ID (or name) with the order? If this is still needed? I think it's a great idea to display the budget names in the fund dropdown when adding orders to baskets. Thanks Aleisha -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #11 from Katrin Fischer <katrin.fischer@bsz-bw.de> ---
I think it's a great idea to display the budget names in the fund dropdown when adding orders to baskets.
I think we should standardize the fund pull downs and always include the budget information. It's not uncommon to order on the current and next years end of year here. I believe Nick did great work showing hierarchy, allowing to display inactive etc. on the receive page. So I hope we could use that as a template. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Kris <kbecker@jcls.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |kbecker@jcls.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|NEW |ASSIGNED Change sponsored?|--- |Sponsored Assignee|koha-bugs@lists.koha-commun |aleisha@catalyst.net.nz |ity.org | -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Katie Bliss <kebliss@dmpl.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |kebliss@dmpl.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Michelle Spinney <mspinney@clamsnet.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |mspinney@clamsnet.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #12 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 167427 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=167427&action=edit [WIP] Bug 31606: Make acquisitions fund dropdown consistently show budget name -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #167427|0 |1 is obsolete| | --- Comment #13 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 167505 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=167505&action=edit Bug 31606: Make acquisitions fund dropdown consistently show budget name This patch moves the budget/fund dropdown into a reusable block. So far it has only been applied to dropdowns encountered along the basic order & receive process. To test: 1) Apply patch and restart services 2) Create two budgets. Under each budget, create funds with the same codes (this is so we can depend on the budget names to differentiate between funds). Make one or more funds inactive. 3) Find or create a vendor and an open basket 4) Click Add to basket 5) Search for an existing record 6) Click Add order for your chosen record 7) Fill out required item information 8) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 9) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 10) Cancel or Save your order 11) In another tab, go to Suggestions 12) Click New purchase suggestion 13) Fill out required bibliographic information 14) Scroll down to Acquisition information and open the Fund dropdown. Confirm funds show as expected with their budgets 15) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 16) Submit your suggestion 17) Check the checkbox for your suggestion and mark it as Accepted 18) In your other tab with your basket, click Add to basket 19) Choose From a suggestion 20) Click Order for your suggestion 21) Fill out required item information 22) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 23) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 24) Cancel or Save your order 25) In another tab, go to Serials 26) Click New subscription 27) Fill out required record and serials planning information and Save 28) In your other tab with your basket, click Add to basket 29) Choose From a subscription 30) Search for your subscription and choose Order 31) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 32) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 33) Cancel or Save your order 34) Click Add to basket 35) Choose From existing orders (copy) 36) Open the Fund dropdown. Confirm funds show as expected with their budgets 37) Do a search and check the checkbox for an order, then click Next 38) Open the Fund dropdown. Confirm funds show as expected with their budgets 39) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 40) Cancel or Duplicate orders 41) Click Add to basket 42) Choose From a new file 43) Upload a MARC file and stage a record for import, then choose Add staged files to basket 44) Select a checkbox for a record to expand it 45) Open the Fund dropdown. Confirm funds show as expected with their budgets 46) Go to the Default accounting details tab 47) Open the Fund dropdown. Confirm funds show as expected with their budgets 48) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 49) Save your order 50) Close the basket 51) Click Receive shipments 52) Open the Shipping fund dropdown. Confirm funds show as expected with their budgets 53) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 54) Fill out required invoice information and Save 55) Click Receive for one of your orders 56) Open the Fund dropdown. Confirm funds show as expected with their budgets 57) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected Sponsored-by: Friends of Round Rock Library -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #167505|0 |1 is obsolete| | --- Comment #14 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 167522 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=167522&action=edit Bug 31606: Make acquisitions fund dropdown consistently show budget name This patch moves the budget/fund dropdown into a reusable block. So far it has only been applied to dropdowns encountered along the basic order & receive process. To test: 1) Apply patch and restart services 2) Create two budgets. Under each budget, create funds with the same codes (this is so we can depend on the budget names to differentiate between funds). Make one or more funds inactive. 3) Find or create a vendor and an open basket 4) Click Add to basket 5) Search for an existing record 6) Click Add order for your chosen record 7) Fill out required item information 8) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 9) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 10) Cancel or Save your order 11) In another tab, go to Suggestions 12) Click New purchase suggestion 13) Fill out required bibliographic information 14) Scroll down to Acquisition information and open the Fund dropdown. Confirm funds show as expected with their budgets 15) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 16) Submit your suggestion 17) Check the checkbox for your suggestion and mark it as Accepted 18) In your other tab with your basket, click Add to basket 19) Choose From a suggestion 20) Click Order for your suggestion 21) Fill out required item information 22) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 23) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 24) Cancel or Save your order 25) In another tab, go to Serials 26) Click New subscription 27) Fill out required record and serials planning information and Save 28) In your other tab with your basket, click Add to basket 29) Choose From a subscription 30) Search for your subscription and choose Order 31) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 32) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 33) Cancel or Save your order 34) Click Add to basket 35) Choose From existing orders (copy) 36) Open the Fund dropdown. Confirm funds show as expected with their budgets 37) Do a search and check the checkbox for an order, then click Next 38) Open the Fund dropdown. Confirm funds show as expected with their budgets 39) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 40) Cancel or Duplicate orders 41) Click Add to basket 42) Choose From a new file 43) Upload a MARC file and stage a record for import, then choose Add staged files to basket 44) Select a checkbox for a record to expand it 45) Open the Fund dropdown. Confirm funds show as expected with their budgets 46) Go to the Default accounting details tab 47) Open the Fund dropdown. Confirm funds show as expected with their budgets 48) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 49) Save your order 50) Close the basket 51) Click Receive shipments 52) Open the Shipping fund dropdown. Confirm funds show as expected with their budgets 53) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 54) Fill out required invoice information and Save 55) Click Receive for one of your orders 56) Open the Fund dropdown. Confirm funds show as expected with their budgets 57) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected Sponsored-by: Friends of Round Rock Library -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|ASSIGNED |Needs Signoff --- Comment #15 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Hi there I've attached a patch that shows the budget name so it's easier to tell which fund to use. This might not solve the whole problem - would really appreciate if some testing could be done on what we have here and happy to keep working on this if more is needed. In particular the part I'm not sure about is "get the fund id in the grid coming from the vendor." - would be good to know if that's still needed with the fix I've attached here. Thanks Aleisha -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #167522|0 |1 is obsolete| | --- Comment #16 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 167908 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=167908&action=edit Bug 31606: Make acquisitions fund dropdown consistently show budget name This patch moves the budget/fund dropdown into a reusable block. So far it has only been applied to dropdowns encountered along the basic order & receive process. To test: 1) Apply patch and restart services 2) Create two budgets. Under each budget, create funds with the same codes (this is so we can depend on the budget names to differentiate between funds). Make one or more funds inactive. 3) Find or create a vendor and an open basket 4) Click Add to basket 5) Search for an existing record 6) Click Add order for your chosen record 7) Fill out required item information 8) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 9) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 10) Cancel or Save your order 11) In another tab, go to Suggestions 12) Click New purchase suggestion 13) Fill out required bibliographic information 14) Scroll down to Acquisition information and open the Fund dropdown. Confirm funds show as expected with their budgets 15) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 16) Submit your suggestion 17) Check the checkbox for your suggestion and mark it as Accepted 18) In your other tab with your basket, click Add to basket 19) Choose From a suggestion 20) Click Order for your suggestion 21) Fill out required item information 22) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 23) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 24) Cancel or Save your order 25) In another tab, go to Serials 26) Click New subscription 27) Fill out required record and serials planning information and Save 28) In your other tab with your basket, click Add to basket 29) Choose From a subscription 30) Search for your subscription and choose Order 31) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 32) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 33) Cancel or Save your order 34) Click Add to basket 35) Choose From existing orders (copy) 36) Open the Fund dropdown. Confirm funds show as expected with their budgets 37) Do a search and check the checkbox for an order, then click Next 38) Open the Fund dropdown. Confirm funds show as expected with their budgets 39) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 40) Cancel or Duplicate orders 41) Click Add to basket 42) Choose From a new file 43) Upload a MARC file and stage a record for import, then choose Add staged files to basket 44) Select a checkbox for a record to expand it 45) Open the Fund dropdown. Confirm funds show as expected with their budgets 46) Go to the Default accounting details tab 47) Open the Fund dropdown. Confirm funds show as expected with their budgets 48) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 49) Save your order 50) Close the basket 51) Click Receive shipments 52) Open the Shipping fund dropdown. Confirm funds show as expected with their budgets 53) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 54) Fill out required invoice information and Save 55) Click Receive for one of your orders 56) Open the Fund dropdown. Confirm funds show as expected with their budgets 57) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected Sponsored-by: Friends of Round Rock Library -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #167908|0 |1 is obsolete| | --- Comment #17 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 168043 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=168043&action=edit Bug 31606: Make acquisitions fund dropdown consistently show budget name This patch moves the budget/fund dropdown into a reusable block. So far it has only been applied to dropdowns encountered along the basic order & receive process. To test: 1) Apply patch and restart services 2) Create two budgets. Under each budget, create funds with the same codes (this is so we can depend on the budget names to differentiate between funds). Make one or more funds inactive. 3) Find or create a vendor and an open basket 4) Click Add to basket 5) Search for an existing record 6) Click Add order for your chosen record 7) Fill out required item information 8) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 9) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 10) Cancel or Save your order 11) In another tab, go to Suggestions 12) Click New purchase suggestion 13) Fill out required bibliographic information 14) Scroll down to Acquisition information and open the Fund dropdown. Confirm funds show as expected with their budgets 15) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 16) Submit your suggestion 17) Check the checkbox for your suggestion and mark it as Accepted 18) In your other tab with your basket, click Add to basket 19) Choose From a suggestion 20) Click Order for your suggestion 21) Fill out required item information 22) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 23) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 24) Cancel or Save your order 25) In another tab, go to Serials 26) Click New subscription 27) Fill out required record and serials planning information and Save 28) In your other tab with your basket, click Add to basket 29) Choose From a subscription 30) Search for your subscription and choose Order 31) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 32) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 33) Cancel or Save your order 34) Click Add to basket 35) Choose From existing orders (copy) 36) Open the Fund dropdown. Confirm funds show as expected with their budgets 37) Do a search and check the checkbox for an order, then click Next 38) Open the Fund dropdown. Confirm funds show as expected with their budgets 39) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 40) Cancel or Duplicate orders 41) Click Add to basket 42) Choose From a new file 43) Upload a MARC file and stage a record for import, then choose Add staged files to basket 44) Select a checkbox for a record to expand it 45) Open the Fund dropdown. Confirm funds show as expected with their budgets 46) Go to the Default accounting details tab 47) Open the Fund dropdown. Confirm funds show as expected with their budgets 48) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 49) Save your order 50) Close the basket 51) Click Receive shipments 52) Open the Shipping fund dropdown. Confirm funds show as expected with their budgets 53) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 54) Fill out required invoice information and Save 55) Click Receive for one of your orders 56) Open the Fund dropdown. Confirm funds show as expected with their budgets 57) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected Sponsored-by: Friends of Round Rock Library -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #18 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 168044 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=168044&action=edit Bug 31606: [WIP] Add FundDropdownSortField system preference Libraries may want to sort the funds by modification/creation date, rather than by ID or code. Work in progress. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |ASSIGNED -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #168044|0 |1 is obsolete| | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|ASSIGNED |Needs Signoff -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Blocks| |37176 Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=37176 [Bug 37176] Optionally order funds by most recently modified or created -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #168043|0 |1 is obsolete| | --- Comment #19 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 169264 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=169264&action=edit Bug 31606: Make acquisitions fund dropdown consistently show budget name This patch moves the budget/fund dropdown into a reusable block. So far it has only been applied to dropdowns encountered along the basic order & receive process. To test: 1) Apply patch and restart services 2) Create two budgets. Under each budget, create funds with the same codes (this is so we can depend on the budget names to differentiate between funds). Make one or more funds inactive. 3) Find or create a vendor and an open basket 4) Click Add to basket 5) Search for an existing record 6) Click Add order for your chosen record 7) Fill out required item information 8) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 9) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 10) Cancel or Save your order 11) In another tab, go to Suggestions 12) Click New purchase suggestion 13) Fill out required bibliographic information 14) Scroll down to Acquisition information and open the Fund dropdown. Confirm funds show as expected with their budgets 15) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 16) Submit your suggestion 17) Check the checkbox for your suggestion and mark it as Accepted 18) In your other tab with your basket, click Add to basket 19) Choose From a suggestion 20) Click Order for your suggestion 21) Fill out required item information 22) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 23) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 24) Cancel or Save your order 25) In another tab, go to Serials 26) Click New subscription 27) Fill out required record and serials planning information and Save 28) In your other tab with your basket, click Add to basket 29) Choose From a subscription 30) Search for your subscription and choose Order 31) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 32) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 33) Cancel or Save your order 34) Click Add to basket 35) Choose From existing orders (copy) 36) Open the Fund dropdown. Confirm funds show as expected with their budgets 37) Do a search and check the checkbox for an order, then click Next 38) Open the Fund dropdown. Confirm funds show as expected with their budgets 39) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 40) Cancel or Duplicate orders 41) Click Add to basket 42) Choose From a new file 43) Upload a MARC file and stage a record for import, then choose Add staged files to basket 44) Select a checkbox for a record to expand it 45) Open the Fund dropdown. Confirm funds show as expected with their budgets 46) Go to the Default accounting details tab 47) Open the Fund dropdown. Confirm funds show as expected with their budgets 48) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 49) Save your order 50) Close the basket 51) Click Receive shipments 52) Open the Shipping fund dropdown. Confirm funds show as expected with their budgets 53) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 54) Fill out required invoice information and Save 55) Click Receive for one of your orders 56) Open the Fund dropdown. Confirm funds show as expected with their budgets 57) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected Sponsored-by: Friends of Round Rock Library -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #20 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 169265 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=169265&action=edit Bug 31606: Add option to ignore the incoming fund on newly staged files This enhancement adds the option to ignore the fund specified in newly staged records when adding orders to a basket. To test: 1) Configure the MarcFieldsToOrder syspref so that Koha knows to map a MARC field in the staged record to a budget. It may look something like this: budget_code: 942$e 2) Make sure you have a MARC file where your configured MARC field contains a fund code that exists in your Koha. You could follow these steps: a) Create an active budget b) Attach a fund with code FUND c) Edit a record d) If using the mapping configured in MarcFieldsToOrder above, add FUND to the 942$e of your record e) Download the record in MARCXML format 3) Go to Acquisitions. Create a vendor and a basket if you don't already have them. 4) Add an order to the basket 5) Choose 'From a new file' 6) Upload the MARCXML you just downloaded and stage for import 7) In the 'job enqueued' box, notice there is a checkbox to 'ignore fund from incoming record?' Leave this unchecked for now and click the button to Add staged files to basket 8) Open the record you just staged by clicking on it/the checkbox. Confirm the fund pre-selected is the FUND from your budget_code field i.e. 942$e. Go to the Default accounting details tab, there may or may not be a different fund selected there. 9) Click Cancel, you'll be redirected back to the basket. 10) Repeat steps 4-7, except this time, check the checkbox to 'ignore fund from incoming record?' 11) Repeat step 8 and confirm there is no fund pre-selected, for both the staged record and under the Default accounting details tab. Sponsored-by: Friends of Round Rock Library -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #21 from Rhonda Kuiper <rkuiper@roundrocktexas.gov> --- I just tested this patch and the function is not working. I don't think having a checkbox on the 'job enqueued' page is a good solution for two reasons. 1) sometimes the job goes from not started to complete before I would have a chance to check the box. 2) Even when I did get the box checked while in '0% processed', the function didn't work. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #169265|0 |1 is obsolete| | --- Comment #22 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 169442 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=169442&action=edit Bug 31606: Add option to ignore the incoming fund on newly staged files This enhancement adds the option to ignore the fund specified in newly staged records when adding orders to a basket. To test: 1) Configure the MarcFieldsToOrder syspref so that Koha knows to map a MARC field in the staged record to a budget. It may look something like this: budget_code: 942$e 2) Make sure you have a MARC file where your configured MARC field contains a fund code that exists in your Koha. You could follow these steps: a) Create an active budget b) Attach a fund with code FUND c) Edit a record d) If using the mapping configured in MarcFieldsToOrder above, add FUND to the 942$e of your record e) Download the record in MARCXML format 3) Go to Acquisitions. Create a vendor and a basket if you don't already have them. 4) Add an order to the basket 5) Choose 'From a new file' 6) Upload the MARCXML you just downloaded and stage for import 7) In the 'job enqueued' box, notice there is a sceond button to 'Add staged files and ignore incoming fund'. Click the normal button to Add staged files to basket 8) Open the record you just staged by clicking on it/the checkbox. Confirm the fund pre-selected is the FUND from your budget_code field i.e. 942$e. Go to the Default accounting details tab, there may or may not be a different fund selected there. 9) Click Cancel, you'll be redirected back to the basket. 10) Repeat steps 4-7, except this time, check the new second button to 'Add staged files and ignore incoming fund' 11) Repeat step 8 and confirm there is no fund pre-selected, for both the staged record and under the Default accounting details tab. 12) Click Cancel, you'll be redirected back to the basket. 13) Repeat steps 4-7, except this time, click the 'View detail of the enqueued job' link 14) Confirm both buttons are there to add staged files to basket, with or without incoming fund, and they work as expected. Sponsored-by: Friends of Round Rock Library -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #23 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 169521 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=169521&action=edit Bug 31606: Ignore incoming fund button when adding orders from staged file This patch adds the 'Add orders and ignore incoming fund' button when using an already staged file to add orders to a basket. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 ByWater Sandboxes <bws.sandboxes@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #169264|0 |1 is obsolete| | --- Comment #24 from ByWater Sandboxes <bws.sandboxes@gmail.com> --- Created attachment 169767 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=169767&action=edit Bug 31606: Make acquisitions fund dropdown consistently show budget name This patch moves the budget/fund dropdown into a reusable block. So far it has only been applied to dropdowns encountered along the basic order & receive process. To test: 1) Apply patch and restart services 2) Create two budgets. Under each budget, create funds with the same codes (this is so we can depend on the budget names to differentiate between funds). Make one or more funds inactive. 3) Find or create a vendor and an open basket 4) Click Add to basket 5) Search for an existing record 6) Click Add order for your chosen record 7) Fill out required item information 8) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 9) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 10) Cancel or Save your order 11) In another tab, go to Suggestions 12) Click New purchase suggestion 13) Fill out required bibliographic information 14) Scroll down to Acquisition information and open the Fund dropdown. Confirm funds show as expected with their budgets 15) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 16) Submit your suggestion 17) Check the checkbox for your suggestion and mark it as Accepted 18) In your other tab with your basket, click Add to basket 19) Choose From a suggestion 20) Click Order for your suggestion 21) Fill out required item information 22) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 23) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 24) Cancel or Save your order 25) In another tab, go to Serials 26) Click New subscription 27) Fill out required record and serials planning information and Save 28) In your other tab with your basket, click Add to basket 29) Choose From a subscription 30) Search for your subscription and choose Order 31) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 32) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 33) Cancel or Save your order 34) Click Add to basket 35) Choose From existing orders (copy) 36) Open the Fund dropdown. Confirm funds show as expected with their budgets 37) Do a search and check the checkbox for an order, then click Next 38) Open the Fund dropdown. Confirm funds show as expected with their budgets 39) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 40) Cancel or Duplicate orders 41) Click Add to basket 42) Choose From a new file 43) Upload a MARC file and stage a record for import, then choose Add staged files to basket 44) Select a checkbox for a record to expand it 45) Open the Fund dropdown. Confirm funds show as expected with their budgets 46) Go to the Default accounting details tab 47) Open the Fund dropdown. Confirm funds show as expected with their budgets 48) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 49) Save your order 50) Close the basket 51) Click Receive shipments 52) Open the Shipping fund dropdown. Confirm funds show as expected with their budgets 53) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 54) Fill out required invoice information and Save 55) Click Receive for one of your orders 56) Open the Fund dropdown. Confirm funds show as expected with their budgets 57) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected Sponsored-by: Friends of Round Rock Library Signed-off-by: Rhonda Kuiper <rkuiper@roundrocktexas.gov> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 ByWater Sandboxes <bws.sandboxes@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #169442|0 |1 is obsolete| | --- Comment #25 from ByWater Sandboxes <bws.sandboxes@gmail.com> --- Created attachment 169768 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=169768&action=edit Bug 31606: Add option to ignore the incoming fund on newly staged files This enhancement adds the option to ignore the fund specified in newly staged records when adding orders to a basket. To test: 1) Configure the MarcFieldsToOrder syspref so that Koha knows to map a MARC field in the staged record to a budget. It may look something like this: budget_code: 942$e 2) Make sure you have a MARC file where your configured MARC field contains a fund code that exists in your Koha. You could follow these steps: a) Create an active budget b) Attach a fund with code FUND c) Edit a record d) If using the mapping configured in MarcFieldsToOrder above, add FUND to the 942$e of your record e) Download the record in MARCXML format 3) Go to Acquisitions. Create a vendor and a basket if you don't already have them. 4) Add an order to the basket 5) Choose 'From a new file' 6) Upload the MARCXML you just downloaded and stage for import 7) In the 'job enqueued' box, notice there is a sceond button to 'Add staged files and ignore incoming fund'. Click the normal button to Add staged files to basket 8) Open the record you just staged by clicking on it/the checkbox. Confirm the fund pre-selected is the FUND from your budget_code field i.e. 942$e. Go to the Default accounting details tab, there may or may not be a different fund selected there. 9) Click Cancel, you'll be redirected back to the basket. 10) Repeat steps 4-7, except this time, check the new second button to 'Add staged files and ignore incoming fund' 11) Repeat step 8 and confirm there is no fund pre-selected, for both the staged record and under the Default accounting details tab. 12) Click Cancel, you'll be redirected back to the basket. 13) Repeat steps 4-7, except this time, click the 'View detail of the enqueued job' link 14) Confirm both buttons are there to add staged files to basket, with or without incoming fund, and they work as expected. Sponsored-by: Friends of Round Rock Library Signed-off-by: Rhonda Kuiper <rkuiper@roundrocktexas.gov> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 ByWater Sandboxes <bws.sandboxes@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #169521|0 |1 is obsolete| | --- Comment #26 from ByWater Sandboxes <bws.sandboxes@gmail.com> --- Created attachment 169769 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=169769&action=edit Bug 31606: Ignore incoming fund button when adding orders from staged file This patch adds the 'Add orders and ignore incoming fund' button when using an already staged file to add orders to a basket. Signed-off-by: Rhonda Kuiper <rkuiper@roundrocktexas.gov> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Rhonda Kuiper <rkuiper@roundrocktexas.gov> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |Signed Off -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Lucas Gass (lukeg) <lucas@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |lucas@bywatersolutions.com Status|Signed Off |Patch doesn't apply -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #27 from Rhonda Kuiper <rkuiper@roundrocktexas.gov> --- Hi, Checking in on the status of this bug. There has been no movement for almost a year. How can we get this moving forward? -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 carthur@slolibrary.org <carthur@slolibrary.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |carthur@slolibrary.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #28 from carthur@slolibrary.org <carthur@slolibrary.org> --- +1 -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Chip Halvorsen <Chip.Halvorsen@WestlakeLibrary.org> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |Chip.Halvorsen@WestlakeLibr | |ary.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Patch doesn't apply |Needs Signoff -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #169767|0 |1 is obsolete| | --- Comment #29 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 184120 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=184120&action=edit Bug 31606: Make acquisitions fund dropdown consistently show budget name This patch moves the budget/fund dropdown into a reusable block. So far it has only been applied to dropdowns encountered along the basic order & receive process. To test: 1) Apply patch and restart services 2) Create two budgets. Under each budget, create funds with the same codes (this is so we can depend on the budget names to differentiate between funds). Make one or more funds inactive. 3) Find or create a vendor and an open basket 4) Click Add to basket 5) Search for an existing record 6) Click Add order for your chosen record 7) Fill out required item information 8) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 9) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 10) Cancel or Save your order 11) In another tab, go to Suggestions 12) Click New purchase suggestion 13) Fill out required bibliographic information 14) Scroll down to Acquisition information and open the Fund dropdown. Confirm funds show as expected with their budgets 15) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 16) Submit your suggestion 17) Check the checkbox for your suggestion and mark it as Accepted 18) In your other tab with your basket, click Add to basket 19) Choose From a suggestion 20) Click Order for your suggestion 21) Fill out required item information 22) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 23) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 24) Cancel or Save your order 25) In another tab, go to Serials 26) Click New subscription 27) Fill out required record and serials planning information and Save 28) In your other tab with your basket, click Add to basket 29) Choose From a subscription 30) Search for your subscription and choose Order 31) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 32) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 33) Cancel or Save your order 34) Click Add to basket 35) Choose From existing orders (copy) 36) Open the Fund dropdown. Confirm funds show as expected with their budgets 37) Do a search and check the checkbox for an order, then click Next 38) Open the Fund dropdown. Confirm funds show as expected with their budgets 39) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 40) Cancel or Duplicate orders 41) Click Add to basket 42) Choose From a new file 43) Upload a MARC file and stage a record for import, then choose Add staged files to basket 44) Select a checkbox for a record to expand it 45) Open the Fund dropdown. Confirm funds show as expected with their budgets 46) Go to the Default accounting details tab 47) Open the Fund dropdown. Confirm funds show as expected with their budgets 48) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 49) Save your order 50) Close the basket 51) Click Receive shipments 52) Open the Shipping fund dropdown. Confirm funds show as expected with their budgets 53) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 54) Fill out required invoice information and Save 55) Click Receive for one of your orders 56) Open the Fund dropdown. Confirm funds show as expected with their budgets 57) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected Sponsored-by: Friends of Round Rock Library Signed-off-by: Rhonda Kuiper <rkuiper@roundrocktexas.gov> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #169768|0 |1 is obsolete| | --- Comment #30 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 184121 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=184121&action=edit Bug 31606: Add option to ignore the incoming fund on newly staged files This enhancement adds the option to ignore the fund specified in newly staged records when adding orders to a basket. To test: 1) Configure the MarcFieldsToOrder syspref so that Koha knows to map a MARC field in the staged record to a budget. It may look something like this: budget_code: 942$e 2) Make sure you have a MARC file where your configured MARC field contains a fund code that exists in your Koha. You could follow these steps: a) Create an active budget b) Attach a fund with code FUND c) Edit a record d) If using the mapping configured in MarcFieldsToOrder above, add FUND to the 942$e of your record e) Download the record in MARCXML format 3) Go to Acquisitions. Create a vendor and a basket if you don't already have them. 4) Add an order to the basket 5) Choose 'From a new file' 6) Upload the MARCXML you just downloaded and stage for import 7) In the 'job enqueued' box, notice there is a sceond button to 'Add staged files and ignore incoming fund'. Click the normal button to Add staged files to basket 8) Open the record you just staged by clicking on it/the checkbox. Confirm the fund pre-selected is the FUND from your budget_code field i.e. 942$e. Go to the Default accounting details tab, there may or may not be a different fund selected there. 9) Click Cancel, you'll be redirected back to the basket. 10) Repeat steps 4-7, except this time, check the new second button to 'Add staged files and ignore incoming fund' 11) Repeat step 8 and confirm there is no fund pre-selected, for both the staged record and under the Default accounting details tab. 12) Click Cancel, you'll be redirected back to the basket. 13) Repeat steps 4-7, except this time, click the 'View detail of the enqueued job' link 14) Confirm both buttons are there to add staged files to basket, with or without incoming fund, and they work as expected. Sponsored-by: Friends of Round Rock Library Signed-off-by: Rhonda Kuiper <rkuiper@roundrocktexas.gov> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #169769|0 |1 is obsolete| | --- Comment #31 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 184122 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=184122&action=edit Bug 31606: Ignore incoming fund button when adding orders from staged file This patch adds the 'Add orders and ignore incoming fund' button when using an already staged file to add orders to a basket. Signed-off-by: Rhonda Kuiper <rkuiper@roundrocktexas.gov> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #32 from Aleisha Amohia <aleisha@catalyst.net.nz> --- (In reply to Rhonda Kuiper from comment #27)
Hi, Checking in on the status of this bug. There has been no movement for almost a year. How can we get this moving forward?
Thanks for the bump. A classic case of being ready to go, then taking months to get tested again so it no longer applied cleanly. The underlying code has moved on a lot so this will need to be fully tested again. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #33 from Chris Cormack <chris@bigballofwax.co.nz> --- Automated patch testing results: [FAIL] PATCH DOES NOT APPLY One or more patches do not apply cleanly to the current codebase. Please rebase your patches and upload new versions. **Patch Results:** [FAIL] Bug-31606-Ignore-incoming-fund-button-when-adding-.patch (ID: 184122) Status: FAILURE - Patch does not apply [FAIL] Bug-31606-Add-option-to-ignore-the-incoming-fund-o.patch (ID: 184121) Status: FAILURE - Patch does not apply [FAIL] Bug-31606-Make-acquisitions-fund-dropdown-consiste.patch (ID: 184120) Status: FAILURE - Patch does not apply --- This is an automated message from the patch testing system. Tested against branch: main -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |Patch doesn't apply -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Patch doesn't apply |Needs Signoff -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #184120|0 |1 is obsolete| | --- Comment #34 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 190528 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=190528&action=edit Bug 31606: Make acquisitions fund dropdown consistently show budget name This patch moves the budget/fund dropdown into a reusable block. So far it has only been applied to dropdowns encountered along the basic order & receive process. To test: 1) Apply patch and restart services 2) Create two budgets. Under each budget, create funds with the same codes (this is so we can depend on the budget names to differentiate between funds). Make one or more funds inactive. 3) Find or create a vendor and an open basket 4) Click Add to basket 5) Search for an existing record 6) Click Add order for your chosen record 7) Fill out required item information 8) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 9) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 10) Cancel or Save your order 11) In another tab, go to Suggestions 12) Click New purchase suggestion 13) Fill out required bibliographic information 14) Scroll down to Acquisition information and open the Fund dropdown. Confirm funds show as expected with their budgets 15) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 16) Submit your suggestion 17) Check the checkbox for your suggestion and mark it as Accepted 18) In your other tab with your basket, click Add to basket 19) Choose From a suggestion 20) Click Order for your suggestion 21) Fill out required item information 22) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 23) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 24) Cancel or Save your order 25) In another tab, go to Serials 26) Click New subscription 27) Fill out required record and serials planning information and Save 28) In your other tab with your basket, click Add to basket 29) Choose From a subscription 30) Search for your subscription and choose Order 31) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 32) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 33) Cancel or Save your order 34) Click Add to basket 35) Choose From existing orders (copy) 36) Open the Fund dropdown. Confirm funds show as expected with their budgets 37) Do a search and check the checkbox for an order, then click Next 38) Open the Fund dropdown. Confirm funds show as expected with their budgets 39) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 40) Cancel or Duplicate orders 41) Click Add to basket 42) Choose From a new file 43) Upload a MARC file and stage a record for import, then choose Add staged files to basket 44) Select a checkbox for a record to expand it 45) Open the Fund dropdown. Confirm funds show as expected with their budgets 46) Go to the Default accounting details tab 47) Open the Fund dropdown. Confirm funds show as expected with their budgets 48) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 49) Save your order 50) Close the basket 51) Click Receive shipments 52) Open the Shipping fund dropdown. Confirm funds show as expected with their budgets 53) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 54) Fill out required invoice information and Save 55) Click Receive for one of your orders 56) Open the Fund dropdown. Confirm funds show as expected with their budgets 57) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected Sponsored-by: Friends of Round Rock Library Signed-off-by: Rhonda Kuiper <rkuiper@roundrocktexas.gov> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #184121|0 |1 is obsolete| | --- Comment #35 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 190529 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=190529&action=edit Bug 31606: Add option to ignore the incoming fund on newly staged files This enhancement adds the option to ignore the fund specified in newly staged records when adding orders to a basket. To test: 1) Configure the MarcFieldsToOrder syspref so that Koha knows to map a MARC field in the staged record to a budget. It may look something like this: budget_code: 942$e 2) Make sure you have a MARC file where your configured MARC field contains a fund code that exists in your Koha. You could follow these steps: a) Create an active budget b) Attach a fund with code FUND c) Edit a record d) If using the mapping configured in MarcFieldsToOrder above, add FUND to the 942$e of your record e) Download the record in MARCXML format 3) Go to Acquisitions. Create a vendor and a basket if you don't already have them. 4) Add an order to the basket 5) Choose 'From a new file' 6) Upload the MARCXML you just downloaded and stage for import 7) In the 'job enqueued' box, notice there is a sceond button to 'Add staged files and ignore incoming fund'. Click the normal button to Add staged files to basket 8) Open the record you just staged by clicking on it/the checkbox. Confirm the fund pre-selected is the FUND from your budget_code field i.e. 942$e. Go to the Default accounting details tab, there may or may not be a different fund selected there. 9) Click Cancel, you'll be redirected back to the basket. 10) Repeat steps 4-7, except this time, check the new second button to 'Add staged files and ignore incoming fund' 11) Repeat step 8 and confirm there is no fund pre-selected, for both the staged record and under the Default accounting details tab. 12) Click Cancel, you'll be redirected back to the basket. 13) Repeat steps 4-7, except this time, click the 'View detail of the enqueued job' link 14) Confirm both buttons are there to add staged files to basket, with or without incoming fund, and they work as expected. Sponsored-by: Friends of Round Rock Library Signed-off-by: Rhonda Kuiper <rkuiper@roundrocktexas.gov> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #184122|0 |1 is obsolete| | --- Comment #36 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 190530 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=190530&action=edit Bug 31606: Ignore incoming fund button when adding orders from staged file This patch adds the 'Add orders and ignore incoming fund' button when using an already staged file to add orders to a basket. Signed-off-by: Rhonda Kuiper <rkuiper@roundrocktexas.gov> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Michaela Sieber <michaela.sieber@kit.edu> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |michaela.sieber@kit.edu -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |Patch doesn't apply --- Comment #37 from Katrin Fischer <katrin.fischer@bsz-bw.de> --- Patches currently no longer apply, could you please rebase? -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Patch doesn't apply |Needs Signoff Comma delimited| |Friends of Round Rock list of Sponsors| |Library -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 Aleisha Amohia <aleisha@catalyst.net.nz> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #190528|0 |1 is obsolete| | Attachment #190529|0 |1 is obsolete| | Attachment #190530|0 |1 is obsolete| | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #38 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 201512 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=201512&action=edit Bug 31606: Make acquisitions fund dropdown consistently show budget name This patch moves the budget/fund dropdown into a reusable block. So far it has only been applied to dropdowns encountered along the basic order & receive process. To test: 1) Apply patch and restart services 2) Create two budgets. Under each budget, create funds with the same codes (this is so we can depend on the budget names to differentiate between funds). Make one or more funds inactive. 3) Find or create a vendor and an open basket 4) Click Add to basket 5) Search for an existing record 6) Click Add order for your chosen record 7) Fill out required item information 8) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 9) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 10) Cancel or Save your order 11) In another tab, go to Suggestions 12) Click New purchase suggestion 13) Fill out required bibliographic information 14) Scroll down to Acquisition information and open the Fund dropdown. Confirm funds show as expected with their budgets 15) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 16) Submit your suggestion 17) Check the checkbox for your suggestion and mark it as Accepted 18) In your other tab with your basket, click Add to basket 19) Choose From a suggestion 20) Click Order for your suggestion 21) Fill out required item information 22) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 23) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 24) Cancel or Save your order 25) In another tab, go to Serials 26) Click New subscription 27) Fill out required record and serials planning information and Save 28) In your other tab with your basket, click Add to basket 29) Choose From a subscription 30) Search for your subscription and choose Order 31) Scroll down to Accounting details and open the Fund dropdown. Confirm funds show as expected with their budgets 32) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 33) Cancel or Save your order 34) Click Add to basket 35) Choose From existing orders (copy) 36) Open the Fund dropdown. Confirm funds show as expected with their budgets 37) Do a search and check the checkbox for an order, then click Next 38) Open the Fund dropdown. Confirm funds show as expected with their budgets 39) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 40) Cancel or Duplicate orders 41) Click Add to basket 42) Choose From a new file 43) Upload a MARC file and stage a record for import, then choose Add staged files to basket 44) Select a checkbox for a record to expand it 45) Open the Fund dropdown. Confirm funds show as expected with their budgets 46) Go to the Default accounting details tab 47) Open the Fund dropdown. Confirm funds show as expected with their budgets 48) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 49) Save your order 50) Close the basket 51) Click Receive shipments 52) Open the Shipping fund dropdown. Confirm funds show as expected with their budgets 53) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected 54) Fill out required invoice information and Save 55) Click Receive for one of your orders 56) Open the Fund dropdown. Confirm funds show as expected with their budgets 57) Toggle the 'Show inactive' checkbox and confirm it shows and hides inactive funds as expected Sponsored-by: Friends of Round Rock Library Signed-off-by: Rhonda Kuiper <rkuiper@roundrocktexas.gov> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #39 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 201513 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=201513&action=edit Bug 31606: Add option to ignore the incoming fund on newly staged files This enhancement adds the option to ignore the fund specified in newly staged records when adding orders to a basket. To test: 1) Configure the MarcFieldsToOrder syspref so that Koha knows to map a MARC field in the staged record to a budget. It may look something like this: budget_code: 942$e 2) Make sure you have a MARC file where your configured MARC field contains a fund code that exists in your Koha. You could follow these steps: a) Create an active budget b) Attach a fund with code FUND c) Edit a record d) If using the mapping configured in MarcFieldsToOrder above, add FUND to the 942$e of your record e) Download the record in MARCXML format 3) Go to Acquisitions. Create a vendor and a basket if you don't already have them. 4) Add an order to the basket 5) Choose 'From a new file' 6) Upload the MARCXML you just downloaded and stage for import 7) In the 'job enqueued' box, notice there is a sceond button to 'Add staged files and ignore incoming fund'. Click the normal button to Add staged files to basket 8) Open the record you just staged by clicking on it/the checkbox. Confirm the fund pre-selected is the FUND from your budget_code field i.e. 942$e. Go to the Default accounting details tab, there may or may not be a different fund selected there. 9) Click Cancel, you'll be redirected back to the basket. 10) Repeat steps 4-7, except this time, check the new second button to 'Add staged files and ignore incoming fund' 11) Repeat step 8 and confirm there is no fund pre-selected, for both the staged record and under the Default accounting details tab. 12) Click Cancel, you'll be redirected back to the basket. 13) Repeat steps 4-7, except this time, click the 'View detail of the enqueued job' link 14) Confirm both buttons are there to add staged files to basket, with or without incoming fund, and they work as expected. Sponsored-by: Friends of Round Rock Library Signed-off-by: Rhonda Kuiper <rkuiper@roundrocktexas.gov> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31606 --- Comment #40 from Aleisha Amohia <aleisha@catalyst.net.nz> --- Created attachment 201514 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=201514&action=edit Bug 31606: Ignore incoming fund button when adding orders from staged file This patch adds the 'Add orders and ignore incoming fund' button when using an already staged file to add orders to a basket. Signed-off-by: Rhonda Kuiper <rkuiper@roundrocktexas.gov> -- You are receiving this mail because: You are watching all bug changes.
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