[Bug 31254] New: Add additional fields for accountlines
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Bug ID: 31254 Summary: Add additional fields for accountlines Change sponsored?: --- Product: Koha Version: master Hardware: All OS: All Status: ASSIGNED Severity: enhancement Priority: P5 - low Component: Fines and fees Assignee: julian.maurice@biblibre.com Reporter: julian.maurice@biblibre.com QA Contact: testopia@bugs.koha-community.org -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 --- Comment #1 from Julian Maurice <julian.maurice@biblibre.com> --- Created attachment 138207 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=138207&action=edit Bug 31254: Add additional fields for accountlines Test plan: 1. Go to Admin » Additional fields There are two new categories: "Account lines (credit)" and "Account lines (debit)" 2. Create fields for both categories, with and without an authorized value category 3. Go to a user's accounting page 4. Create a manual invoice. Verify that all "debit" fields are there, put a value in them and save 5. Create a manual credit. Verify that all "credit" fields are there, put a value in them and save 6. Make a payment. Verify that all "credit" fields are there, put a value in them and save 7. Go to the transactions tab, click on the "Details" button for the lines you just created and verify that the additional fields are there -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Julian Maurice <julian.maurice@biblibre.com> 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=31254 Emmanuel Bétemps <e.betemps@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |e.betemps@gmail.com --- Comment #2 from Emmanuel Bétemps <e.betemps@gmail.com> --- Created attachment 138370 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=138370&action=edit Make a payment Steps 1 to 5 are ok (I see the credits / debits fileds I created) At step 6, I don't see any Credit fields as I saw them at steps 4-5 Maybe I don't look at the right place ? (screenshot taken) -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Katrin Fischer <katrin.fischer@bsz-bw.de> 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=31254 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |Failed QA -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Julian Maurice <julian.maurice@biblibre.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Failed QA |Needs Signoff --- Comment #3 from Julian Maurice <julian.maurice@biblibre.com> --- (In reply to Emmanuel Bétemps from comment #2)
Created attachment 138370 [details] Make a payment
Steps 1 to 5 are ok (I see the credits / debits fileds I created)
At step 6, I don't see any Credit fields as I saw them at steps 4-5 Maybe I don't look at the right place ? (screenshot taken)
Sorry, it wasn't very clear. Additional fields are not supposed to be on this page. You need to click "Pay" or "Write off" to see them -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 sandboxes@biblibre.com <sandboxes@biblibre.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #138207|0 |1 is obsolete| | --- Comment #4 from sandboxes@biblibre.com <sandboxes@biblibre.com> --- Created attachment 139604 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=139604&action=edit Bug 31254: Add additional fields for accountlines Test plan: 1. Go to Admin » Additional fields There are two new categories: "Account lines (credit)" and "Account lines (debit)" 2. Create fields for both categories, with and without an authorized value category 3. Go to a user's accounting page 4. Create a manual invoice. Verify that all "debit" fields are there, put a value in them and save 5. Create a manual credit. Verify that all "credit" fields are there, put a value in them and save 6. Make a payment. Verify that all "credit" fields are there, put a value in them and save 7. Go to the transactions tab, click on the "Details" button for the lines you just created and verify that the additional fields are there Signed-off-by: Emmanuel Bétemps <e.betemps@gmail.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Emmanuel Bétemps <e.betemps@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |Signed Off --- Comment #5 from Emmanuel Bétemps <e.betemps@gmail.com> --- thanks, I understood and did as you said it works -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Victor Grousset/tuxayo <victor@tuxayo.net> changed: What |Removed |Added ---------------------------------------------------------------------------- Patch complexity|--- |Medium patch -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- QA Contact|testopia@bugs.koha-communit |katrin.fischer@bsz-bw.de |y.org | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Signed Off |Passed QA -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #139604|0 |1 is obsolete| | --- Comment #6 from Katrin Fischer <katrin.fischer@bsz-bw.de> --- Created attachment 139910 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=139910&action=edit Bug 31254: Add additional fields for accountlines Test plan: 1. Go to Admin » Additional fields There are two new categories: "Account lines (credit)" and "Account lines (debit)" 2. Create fields for both categories, with and without an authorized value category 3. Go to a user's accounting page 4. Create a manual invoice. Verify that all "debit" fields are there, put a value in them and save 5. Create a manual credit. Verify that all "credit" fields are there, put a value in them and save 6. Make a payment. Verify that all "credit" fields are there, put a value in them and save 7. Go to the transactions tab, click on the "Details" button for the lines you just created and verify that the additional fields are there Signed-off-by: Emmanuel Bétemps <e.betemps@gmail.com> Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 --- Comment #7 from Katrin Fischer <katrin.fischer@bsz-bw.de> --- This works as described and I think it will be a nice addition to the additional field system. I'd be interested in use cases for this - Julian, maybe you can share what triggered this development? Also, any plans to revive Bug 11844 - Additional fields for order lines? -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Tomás Cohen Arazi <tomascohen@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Passed QA |Pushed to master Version(s)| |22.11.00 released in| | -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 --- Comment #8 from Tomás Cohen Arazi <tomascohen@gmail.com> --- Pushed to master for 22.11. Nice work everyone, thanks! -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- Keywords| |release-notes-needed -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Lucas Gass <lucas@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |lucas@bywatersolutions.com Status|Pushed to master |Needs documenting --- Comment #9 from Lucas Gass <lucas@bywatersolutions.com> --- Enhancement will not be backported to 22.05.x series -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 --- Comment #10 from Julian Maurice <julian.maurice@biblibre.com> --- (In reply to Katrin Fischer from comment #7)
I'd be interested in use cases for this - Julian, maybe you can share what triggered this development?
We did it for a client that wanted to add the check number and the bank name to a payment. I don't remember why the "note" field wasn't enough... maybe to be able to separate them on the "print" view -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 --- Comment #11 from Katrin Fischer <katrin.fischer@bsz-bw.de> --- (In reply to Julian Maurice from comment #10)
(In reply to Katrin Fischer from comment #7)
I'd be interested in use cases for this - Julian, maybe you can share what triggered this development?
We did it for a client that wanted to add the check number and the bank name to a payment. I don't remember why the "note" field wasn't enough... maybe to be able to separate them on the "print" view
Thx! -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Caroline Cyr La Rose <caroline.cyr-la-rose@inlibro.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs documenting |RESOLVED Documentation| |Caroline Cyr La Rose contact| | Documentation| |https://gitlab.com/koha-com submission| |munity/koha-manual/-/merge_ | |requests/629/commits Text to go in the| |This enhancement adds the release notes| |possibility to create | |additional fields for | |debits and credits. The | |fields can be added through | |the administration module. | |Debit additional fields | |appear when creating manual | |invoices in a patron's | |account, while credit | |additional fields appear | |when paying or writing off | |charges, or creating manual | |credits in a patron's | |account. Keywords|release-notes-needed | CC| |caroline.cyr-la-rose@inlibr | |o.com Resolution|--- |FIXED -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=31254 Pedro Amorim <pedro.amorim@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Blocks| |35080 Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=35080 [Bug 35080] Additional fields submitted in paycollect.pl?writeoff_individual are not saved -- You are receiving this mail because: You are watching all bug changes.
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