[Bug 24492] New: Add a 'branch cashup' workflow to the point of sale system
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Bug ID: 24492 Summary: Add a 'branch cashup' workflow to the point of sale system Change sponsored?: --- Product: Koha Version: master Hardware: All OS: All Status: NEW Severity: enhancement Priority: P5 - low Component: Fines and fees Assignee: koha-bugs@lists.koha-community.org Reporter: martin.renvoize@ptfs-europe.com QA Contact: testopia@bugs.koha-community.org Bug 23355 adds a cashup workflow for individual cash registers, but it would be nice to have a branch summary and cashup option too. -- 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=24492 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Assignee|koha-bugs@lists.koha-commun |martin.renvoize@ptfs-europe |ity.org |.com -- 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=24492 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Depends on| |23355 Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23355 [Bug 23355] Add 'cashup' process to the accounts system -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Blocks| |13985 Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=13985 [Bug 13985] Cash Management - Koha as 'Point of Sale' -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 --- Comment #1 from Martin Renvoize <martin.renvoize@ptfs-europe.com> --- Created attachment 97824 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=97824&action=edit Bug 24492: Add branch details page This patch adds a new 'branch details' page to the POS system which displays a summary of the cash register transactions for a branch since each register was last cashed up. It also allows for cashing up individual registers or cashing up all registers at a given branch in one transaction. Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|NEW |Needs Signoff -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |Signed Off -- You are receiving this mail because: You are watching all bug changes.
New debit type) . Enter a 'Debit type code', 'Default amount', 'Description', tick 'Can be manually invoiced?' and 'Can be sold?', and select 'All libraries' for the 'Libraries limitation' . Repeat so that you have two or three items
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #97824|0 |1 is obsolete| | --- Comment #2 from David Nind <david@davidnind.com> --- Created attachment 98019 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=98019&action=edit Bug 24492: Add branch details page This patch adds a new 'branch details' page to the POS system which displays a summary of the cash register transactions for a branch since each register was last cashed up. It also allows for cashing up individual registers or cashing up all registers at a given branch in one transaction. 1) Enable the point of sale feature (EnablePointOfSale + UseCashRegister system preferences) 2) Add a cash register for a library (Home > Point of sale > Cash registers > New cash register) 3) Add some items that can be purchased (Home > Point of sale > Purchase items 4) Add a sales transaction . Home > Point of sale . Click on 'Add' next to an item in the 'Items for purchase' area . Add another item . Under the 'Collect payment' area enter the amount collected from the patron . Click 'Confirm' . Keep a record of the transactions for step 7 . Repeat and add another sales transaction 5) Go to the Branch details screen - this lists the cash registers for the branch and allows you to 'Record cashup' either for an individual register all all registers 6) Click on 'Record cashup' button for the cash register setup in step 2 7) This lists all the transactions - check that transactions match with the transactions you entered 8) Check that the summary figires match 9) From the cash registers screen check that you can archive and restore a cash register 10) Form the cash registers screen check that you can change the details for a cash register 11) Sign-off bug! Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com> Signed-off-by: David Nind <david@davidnind.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Depends on|23355 |24082 Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=23355 [Bug 23355] Add 'cashup' process to the accounts system https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24082 [Bug 24082] Add a 'refund' option to anonymous payments -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |david@davidnind.com --- Comment #3 from David Nind <david@davidnind.com> --- Created attachment 98020 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=98020&action=edit Bugs 24492 - Screenshot of POS screen Just a couple of minor points on the screen layout: - In the items for purchase area the search box and labels are not aligned very well. This applies to the show entries label as well. (Tested on Google Chrome and Firefox). - It may be better to have the 'Confirm' button and 'Cancel' link under the collect payment section to better fit a normal workflow: add items, enter payment details then press confirm. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Kyle M Hall <kyle@bywatersolutions.com> 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=24492 Kyle M Hall <kyle@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #98019|0 |1 is obsolete| | --- Comment #4 from Kyle M Hall <kyle@bywatersolutions.com> --- Created attachment 100153 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=100153&action=edit Bug 24492: Add branch details page This patch adds a new 'branch details' page to the POS system which displays a summary of the cash register transactions for a branch since each register was last cashed up. It also allows for cashing up individual registers or cashing up all registers at a given branch in one transaction. Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com> Signed-off-by: David Nind <david@davidnind.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 --- Comment #5 from Kyle M Hall <kyle@bywatersolutions.com> --- Created attachment 100154 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=100154&action=edit Bug 24492: Update GPL license Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #100153|0 |1 is obsolete| | --- Comment #6 from Martin Renvoize <martin.renvoize@ptfs-europe.com> --- Created attachment 100189 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=100189&action=edit Bug 24492: Add branch details page This patch adds a new 'branch details' page to the POS system which displays a summary of the cash register transactions for a branch since each register was last cashed up. It also allows for cashing up individual registers or cashing up all registers at a given branch in one transaction. Signed-off-by: David Nind <david@davidnind.com> Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #100154|0 |1 is obsolete| | --- Comment #7 from Martin Renvoize <martin.renvoize@ptfs-europe.com> --- Created attachment 100190 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=100190&action=edit Bug 24492: Update GPL license Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 --- Comment #8 from Martin Renvoize <martin.renvoize@ptfs-europe.com> --- Just a last rebase before pushing :).. Thanks for testing guys -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Version(s)| |20.05.00 released in| | Status|Passed QA |Pushed to master -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 --- Comment #9 from Martin Renvoize <martin.renvoize@ptfs-europe.com> --- Nice work everyone! Pushed to master for 20.05 -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 --- Comment #10 from Martin Renvoize <martin.renvoize@ptfs-europe.com> --- Created attachment 100196 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=100196&action=edit Bug 24492: (RM follow-up) Redirect to correct page after cashup Cashup of a single register was resulting in a redirect to the register details page. It should return to the branch details page instead. Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Text to go in the| |This enhancement adds a new release notes| |'branch details' page to | |the POS system which | |displays a summary of the | |cash register transactions | |for a branch since each | |register was last cashed | |up. It also allows for | |cashing up individual | |registers or cashing up all | |registers at a given branch | |in one transaction. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Joy Nelson <joy@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |joy@bywatersolutions.com --- Comment #11 from Joy Nelson <joy@bywatersolutions.com> --- enhancement not backported to 19.11.x -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 --- Comment #12 from Martin Renvoize <martin.renvoize@ptfs-europe.com> --- Created attachment 102433 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=102433&action=edit Bug 24492: (RM follow-up) Varaible name corretion Bug 24492 was not correctly rebased after bug 23355 and did not account for a variable name change in the 'add_cashup' action. This patch deals with that. Signed-off-by: Martin Renvoize <martin.renvoize@ptfs-europe.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 --- Comment #13 from Martin Renvoize <martin.renvoize@ptfs-europe.com> --- Nice work everyone! Pushed to master for 20.05 -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Katrin Fischer <katrin.fischer@bsz-bw.de> changed: What |Removed |Added ---------------------------------------------------------------------------- Summary|Add a 'branch cashup' |Add a 'library cashup' |workflow to the point of |workflow to the point of |sale system |sale system Text to go in the|This enhancement adds a new |This enhancement adds a new release notes|'branch details' page to |'library details' page to |the POS system which |the POS system which |displays a summary of the |displays a summary of the |cash register transactions |cash register transactions |for a branch since each |for a library since each |register was last cashed |register was last cashed |up. It also allows for |up. It also allows for |cashing up individual |cashing up individual |registers or cashing up all |registers or cashing up all |registers at a given branch |registers at a given |in one transaction. |library in one transaction. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Blocks| |26172 Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=26172 [Bug 26172] Add a cashup summary view -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Blocks|13985 | Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=13985 [Bug 13985] Cash Management - Koha as 'Point of Sale' -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Bug 24492 depends on bug 24082, which changed state. Bug 24082 Summary: Add a 'refund' option to anonymous payments https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24082 What |Removed |Added ---------------------------------------------------------------------------- Status|Pushed to master |RESOLVED Resolution|--- |FIXED -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 --- Comment #14 from Martin Renvoize <martin.renvoize@ptfs-europe.com> --- *** Bug 24792 has been marked as a duplicate of this bug. *** -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24492 Jonathan Druart <jonathan.druart+koha@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Blocks| |28266 Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=28266 [Bug 28266] Misspelled word: recieved in cashup confirmation pop-up -- You are receiving this mail because: You are watching all bug changes.
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